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Refactor Plaid transaction type mapping and improve label handling

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- Updated `PLAID_TYPE_TO_LABEL` in `TransactionsProcessor` to consolidate labels ("Cancel" and "Cash" now mapped to "Other").
- Adjusted `label_from_plaid_type` to return "Other" as the default fallback.
- Enhanced tests to include additional valid activity labels and ensure label consistency.
- Minor fixes to locale keys for transaction views.
This commit is contained in:
Josh Waldrep
2026-01-12 16:04:53 -05:00
parent 2f20d715a4
commit 308a4ab048
4 changed files with 28 additions and 22 deletions
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2
app/models/transaction.rb
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@@ -17,7 +17,7 @@ class Transaction < ApplicationRecord
cc_payment: "cc_payment", # A CC payment, excluded from budget analytics (CC payments offset the sum of expense transactions)
loan_payment: "loan_payment", # A payment to a Loan account, treated as an expense in budgets
one_time: "one_time", # A one-time expense/income, excluded from budget analytics
investment_contribution: "investment_contribution" # Transfer to investment/crypto account, included in budget as investment expense
investment_contribution: "investment_contribution" # Transfer to investment/crypto account, excluded from budget analytics
}
# All valid investment activity labels (for UI dropdown)