Localize investment activity labels and improve transaction processing

- Replaced hardcoded activity labels with `I18n` translations for better localization.
- Updated `transactions` views to display localized labels dynamically.
- Fixed `InvestmentActivityDetector` to enhance dividend detection.
- Refined `Account::ProviderImportAdapter` to prevent unnecessary updates and ensure transactional consistency.
- Improved error handling and feedback in rake tasks for invalid arguments.
This commit is contained in:
Josh Waldrep
2026-01-12 09:19:09 -05:00
parent e5fbdfb593
commit 307a8bb760
6 changed files with 30 additions and 8 deletions

View File

@@ -38,6 +38,22 @@ en:
exclude_from_cashflow_description_investment: Hide from income/expense reports and Sankey chart. Use for internal investment activity like fund swaps, reinvestments, or money market sweeps.
activity_type: Activity Type
activity_type_description: Type of investment activity (Buy, Sell, Dividend, etc.). Auto-detected or set manually.
one_time_title: One-time %{type}
one_time_description: One-time transactions will be excluded from certain budgeting calculations and reports to help you see what's really important.
activity_labels:
buy: Buy
sell: Sell
sweep_in: Sweep In
sweep_out: Sweep Out
dividend: Dividend
reinvestment: Reinvestment
interest: Interest
fee: Fee
transfer: Transfer
contribution: Contribution
withdrawal: Withdrawal
exchange: Exchange
other: Other
mark_recurring: Mark as Recurring
mark_recurring_subtitle: Track this as a recurring transaction. Amount variance is automatically calculated from past 6 months of similar transactions.
mark_recurring_title: Recurring Transaction