class Category < ApplicationRecord has_many :transactions, dependent: :nullify, class_name: "Transaction" has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping" belongs_to :family has_many :budget_categories, dependent: :destroy has_many :subcategories, class_name: "Category", foreign_key: :parent_id, dependent: :nullify belongs_to :parent, class_name: "Category", optional: true validates :name, :color, :lucide_icon, :family, presence: true validates :name, uniqueness: { scope: :family_id } validate :category_level_limit validate :nested_category_matches_parent_classification before_save :inherit_color_from_parent scope :alphabetically, -> { order(:name) } scope :roots, -> { where(parent_id: nil) } scope :incomes, -> { where(classification: "income") } scope :expenses, -> { where(classification: "expense") } COLORS = %w[#e99537 #4da568 #6471eb #db5a54 #df4e92 #c44fe9 #eb5429 #61c9ea #805dee #6ad28a] UNCATEGORIZED_COLOR = "#737373" TRANSFER_COLOR = "#444CE7" PAYMENT_COLOR = "#db5a54" TRADE_COLOR = "#e99537" class Group attr_reader :category, :subcategories delegate :name, :color, to: :category def self.for(categories) categories.select { |category| category.parent_id.nil? }.map do |category| new(category, category.subcategories) end end def initialize(category, subcategories = nil) @category = category @subcategories = subcategories || [] end end class << self def icon_codes %w[bus circle-dollar-sign ambulance apple award baby battery lightbulb bed-single beer bluetooth book briefcase building credit-card camera utensils cooking-pot cookie dices drama dog drill drum dumbbell gamepad-2 graduation-cap house hand-helping ice-cream-cone phone piggy-bank pill pizza printer puzzle ribbon shopping-cart shield-plus ticket trees] end def bootstrap! default_categories.each do |name, color, icon, classification| find_or_create_by!(name: name) do |category| category.color = color category.classification = classification category.lucide_icon = icon end end end def uncategorized new( name: "Uncategorized", color: UNCATEGORIZED_COLOR, lucide_icon: "circle-dashed" ) end private def default_categories [ [ "Income", "#e99537", "circle-dollar-sign", "income" ], [ "Loan Payments", "#6471eb", "credit-card", "expense" ], [ "Fees", "#6471eb", "credit-card", "expense" ], [ "Entertainment", "#df4e92", "drama", "expense" ], [ "Food & Drink", "#eb5429", "utensils", "expense" ], [ "Shopping", "#e99537", "shopping-cart", "expense" ], [ "Home Improvement", "#6471eb", "house", "expense" ], [ "Healthcare", "#4da568", "pill", "expense" ], [ "Personal Care", "#4da568", "pill", "expense" ], [ "Services", "#4da568", "briefcase", "expense" ], [ "Gifts & Donations", "#61c9ea", "hand-helping", "expense" ], [ "Transportation", "#df4e92", "bus", "expense" ], [ "Travel", "#df4e92", "plane", "expense" ], [ "Rent & Utilities", "#db5a54", "lightbulb", "expense" ] ] end end def inherit_color_from_parent if subcategory? self.color = parent.color end end def replace_and_destroy!(replacement) transaction do transactions.update_all category_id: replacement&.id destroy! end end def parent? subcategories.any? end def subcategory? parent.present? end private def category_level_limit if (subcategory? && parent.subcategory?) || (parent? && subcategory?) errors.add(:parent, "can't have more than 2 levels of subcategories") end end def nested_category_matches_parent_classification if subcategory? && parent.classification != classification errors.add(:parent, "must have the same classification as its parent") end end def monetizable_currency family.currency end end