Support uncategorized investments (#593)

* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports

app/controllers/pages_controller.rb

@@ -154,7 +154,9 @@ class PagesController < ApplicationController
         percentage = total_income.zero? ? 0 : (val / total_income * 100).round(1)
         color = ct.category.color.presence || Category::COLORS.sample
 
-        idx = add_node.call("income_#{ct.category.id}", ct.category.name, val, percentage, color)
+        # Use name as fallback key for synthetic categories (no id)
+        node_key = "income_#{ct.category.id || ct.category.name}"
+        idx = add_node.call(node_key, ct.category.name, val, percentage, color)
         links << { source: idx, target: cash_flow_idx, value: val, color: color, percentage: percentage }
       end
 
@@ -168,7 +170,9 @@ class PagesController < ApplicationController
         percentage = total_expense.zero? ? 0 : (val / total_expense * 100).round(1)
         color = ct.category.color.presence || Category::UNCATEGORIZED_COLOR
 
-        idx = add_node.call("expense_#{ct.category.id}", ct.category.name, val, percentage, color)
+        # Use name as fallback key for synthetic categories (no id)
+        node_key = "expense_#{ct.category.id || ct.category.name}"
+        idx = add_node.call(node_key, ct.category.name, val, percentage, color)
         links << { source: cash_flow_idx, target: idx, value: val, color: color, percentage: percentage }
       end
 
@@ -198,7 +202,8 @@ class PagesController < ApplicationController
             currency: ct.currency,
             percentage: ct.weight.round(1),
             color: ct.category.color.presence || Category::UNCATEGORIZED_COLOR,
-            icon: ct.category.lucide_icon
+            icon: ct.category.lucide_icon,
+            clickable: !ct.category.other_investments?
           }
         end
 

app/controllers/reports_controller.rb

@@ -31,8 +31,8 @@ class ReportsController < ApplicationController
     # Build trend data (last 6 months)
     @trends_data = build_trends_data
 
-    # Spending patterns (weekday vs weekend)
+    # Net worth metrics
-    @spending_patterns = build_spending_patterns
+    @net_worth_metrics = build_net_worth_metrics
 
     # Transactions breakdown
     @transactions = build_transactions_breakdown
@@ -124,11 +124,19 @@ class ReportsController < ApplicationController
 
     def build_reports_sections
       all_sections = [
+        {
+          key: "net_worth",
+          title: "reports.net_worth.title",
+          partial: "reports/net_worth",
+          locals: { net_worth_metrics: @net_worth_metrics },
+          visible: Current.family.accounts.any?,
+          collapsible: true
+        },
         {
           key: "trends_insights",
           title: "reports.trends.title",
           partial: "reports/trends_insights",
-          locals: { trends_data: @trends_data, spending_patterns: @spending_patterns },
+          locals: { trends_data: @trends_data },
           visible: Current.family.transactions.any?,
           collapsible: true
         },
@@ -310,61 +318,6 @@ class ReportsController < ApplicationController
       trends
     end
 
-    def build_spending_patterns
-      # Analyze weekday vs weekend spending
-      weekday_total = 0
-      weekend_total = 0
-      weekday_count = 0
-      weekend_count = 0
-
-      # Build query matching income_statement logic:
-      # Expenses are transactions with positive amounts, regardless of category
-      expense_transactions = Transaction
-        .joins(:entry)
-        .joins(entry: :account)
-        .where(accounts: { family_id: Current.family.id, status: [ "draft", "active" ] })
-        .where(entries: { entryable_type: "Transaction", excluded: false, date: @period.date_range })
-        .where(kind: [ "standard", "loan_payment" ])
-        .where("entries.amount > 0") # Positive amount = expense (matching income_statement logic)
-
-      # Sum up amounts by weekday vs weekend
-      expense_transactions.each do |transaction|
-        entry = transaction.entry
-        amount = entry.amount.abs
-
-        if entry.date.wday.in?([ 0, 6 ]) # Sunday or Saturday
-          weekend_total += amount
-          weekend_count += 1
-        else
-          weekday_total += amount
-          weekday_count += 1
-        end
-      end
-
-      weekday_avg = weekday_count.positive? ? (weekday_total / weekday_count) : 0
-      weekend_avg = weekend_count.positive? ? (weekend_total / weekend_count) : 0
-
-      {
-        weekday_total: weekday_total,
-        weekend_total: weekend_total,
-        weekday_avg: weekday_avg,
-        weekend_avg: weekend_avg,
-        weekday_count: weekday_count,
-        weekend_count: weekend_count
-      }
-    end
-
-    def default_spending_patterns
-      {
-        weekday_total: 0,
-        weekend_total: 0,
-        weekday_avg: 0,
-        weekend_avg: 0,
-        weekday_count: 0,
-        weekend_count: 0
-      }
-    end
-
     def build_transactions_breakdown
       # Base query: all transactions in the period
       # Exclude transfers, one-time, and CC payments (matching income_statement logic)
@@ -379,25 +332,55 @@ class ReportsController < ApplicationController
       # Apply filters
       transactions = apply_transaction_filters(transactions)
 
+      # Get trades in the period (matching income_statement logic)
+      trades = Trade
+        .joins(:entry)
+        .joins(entry: :account)
+        .where(accounts: { family_id: Current.family.id, status: [ "draft", "active" ] })
+        .where(entries: { entryable_type: "Trade", excluded: false, date: @period.date_range })
+        .includes(entry: :account, category: [])
+
       # Get sort parameters
       sort_by = params[:sort_by] || "amount"
       sort_direction = params[:sort_direction] || "desc"
 
       # Group by category and type
-      all_transactions = transactions.to_a
       grouped_data = {}
+      family_currency = Current.family.currency
 
-      all_transactions.each do |transaction|
+      # Process transactions
+      transactions.each do |transaction|
         entry = transaction.entry
         is_expense = entry.amount > 0
         type = is_expense ? "expense" : "income"
         category_name = transaction.category&.name || "Uncategorized"
-        category_color = transaction.category&.color || "#9CA3AF"
+        category_color = transaction.category&.color || Category::UNCATEGORIZED_COLOR
+
+        # Convert to family currency
+        converted_amount = Money.new(entry.amount.abs, entry.currency).exchange_to(family_currency, fallback_rate: 1).amount
 
         key = [ category_name, type, category_color ]
         grouped_data[key] ||= { total: 0, count: 0 }
         grouped_data[key][:count] += 1
-        grouped_data[key][:total] += entry.amount.abs
+        grouped_data[key][:total] += converted_amount
+      end
+
+      # Process trades
+      trades.each do |trade|
+        entry = trade.entry
+        is_expense = entry.amount > 0
+        type = is_expense ? "expense" : "income"
+        # Use "Other Investments" for trades without category
+        category_name = trade.category&.name || Category.other_investments_name
+        category_color = trade.category&.color || Category::OTHER_INVESTMENTS_COLOR
+
+        # Convert to family currency
+        converted_amount = Money.new(entry.amount.abs, entry.currency).exchange_to(family_currency, fallback_rate: 1).amount
+
+        key = [ category_name, type, category_color ]
+        grouped_data[key] ||= { total: 0, count: 0 }
+        grouped_data[key][:count] += 1
+        grouped_data[key][:total] += converted_amount
       end
 
       # Convert to array
@@ -438,6 +421,39 @@ class ReportsController < ApplicationController
       }
     end
 
+    def build_net_worth_metrics
+      balance_sheet = Current.family.balance_sheet
+      currency = Current.family.currency
+
+      # Current net worth
+      current_net_worth = balance_sheet.net_worth
+      total_assets = balance_sheet.assets.total
+      total_liabilities = balance_sheet.liabilities.total
+
+      # Get net worth series for the period to calculate change
+      # The series.trend gives us the change from first to last value in the period
+      net_worth_series = balance_sheet.net_worth_series(period: @period)
+      trend = net_worth_series&.trend
+
+      # Get asset and liability groups for breakdown
+      asset_groups = balance_sheet.assets.account_groups.map do |group|
+        { name: group.name, total: Money.new(group.total, currency) }
+      end.reject { |g| g[:total].zero? }
+
+      liability_groups = balance_sheet.liabilities.account_groups.map do |group|
+        { name: group.name, total: Money.new(group.total, currency) }
+      end.reject { |g| g[:total].zero? }
+
+      {
+        current_net_worth: Money.new(current_net_worth, currency),
+        total_assets: Money.new(total_assets, currency),
+        total_liabilities: Money.new(total_liabilities, currency),
+        trend: trend,
+        asset_groups: asset_groups,
+        liability_groups: liability_groups
+      }
+    end
+
     def apply_transaction_filters(transactions)
       # Filter by category (including subcategories)
       if params[:filter_category_id].present?
@@ -533,9 +549,19 @@ class ReportsController < ApplicationController
 
       transactions = apply_transaction_filters(transactions)
 
-      # Group transactions by category, type, and month
+      # Get trades in the period (matching income_statement logic)
-      breakdown = {}
+      trades = Trade
+        .joins(:entry)
+        .joins(entry: :account)
+        .where(accounts: { family_id: Current.family.id, status: [ "draft", "active" ] })
+        .where(entries: { entryable_type: "Trade", excluded: false, date: @period.date_range })
+        .includes(entry: :account, category: [])
 
+      # Group by category, type, and month
+      breakdown = {}
+      family_currency = Current.family.currency
+
+      # Process transactions
       transactions.each do |transaction|
         entry = transaction.entry
         is_expense = entry.amount > 0
@@ -543,11 +569,33 @@ class ReportsController < ApplicationController
         category_name = transaction.category&.name || "Uncategorized"
         month_key = entry.date.beginning_of_month
 
+        # Convert to family currency
+        converted_amount = Money.new(entry.amount.abs, entry.currency).exchange_to(family_currency, fallback_rate: 1).amount
+
         key = [ category_name, type ]
         breakdown[key] ||= { category: category_name, type: type, months: {}, total: 0 }
         breakdown[key][:months][month_key] ||= 0
-        breakdown[key][:months][month_key] += entry.amount.abs
+        breakdown[key][:months][month_key] += converted_amount
-        breakdown[key][:total] += entry.amount.abs
+        breakdown[key][:total] += converted_amount
+      end
+
+      # Process trades
+      trades.each do |trade|
+        entry = trade.entry
+        is_expense = entry.amount > 0
+        type = is_expense ? "expense" : "income"
+        # Use "Other Investments" for trades without category
+        category_name = trade.category&.name || Category.other_investments_name
+        month_key = entry.date.beginning_of_month
+
+        # Convert to family currency
+        converted_amount = Money.new(entry.amount.abs, entry.currency).exchange_to(family_currency, fallback_rate: 1).amount
+
+        key = [ category_name, type ]
+        breakdown[key] ||= { category: category_name, type: type, months: {}, total: 0 }
+        breakdown[key][:months][month_key] ||= 0
+        breakdown[key][:months][month_key] += converted_amount
+        breakdown[key][:total] += converted_amount
       end
 
       # Convert to array and sort by type and total (descending)

app/models/category.rb

@@ -31,10 +31,15 @@ class Category < ApplicationRecord
   COLORS = %w[#e99537 #4da568 #6471eb #db5a54 #df4e92 #c44fe9 #eb5429 #61c9ea #805dee #6ad28a]
 
   UNCATEGORIZED_COLOR = "#737373"
+  OTHER_INVESTMENTS_COLOR = "#e99537"
   TRANSFER_COLOR = "#444CE7"
   PAYMENT_COLOR = "#db5a54"
   TRADE_COLOR = "#e99537"
 
+  # Synthetic category name keys for i18n
+  UNCATEGORIZED_NAME_KEY = "models.category.uncategorized"
+  OTHER_INVESTMENTS_NAME_KEY = "models.category.other_investments"
+
   class Group
     attr_reader :category, :subcategories
 
@@ -82,12 +87,30 @@ class Category < ApplicationRecord
 
     def uncategorized
       new(
-        name: "Uncategorized",
+        name: I18n.t(UNCATEGORIZED_NAME_KEY),
         color: UNCATEGORIZED_COLOR,
         lucide_icon: "circle-dashed"
       )
     end
 
+    def other_investments
+      new(
+        name: I18n.t(OTHER_INVESTMENTS_NAME_KEY),
+        color: OTHER_INVESTMENTS_COLOR,
+        lucide_icon: "trending-up"
+      )
+    end
+
+    # Helper to get the localized name for uncategorized
+    def uncategorized_name
+      I18n.t(UNCATEGORIZED_NAME_KEY)
+    end
+
+    # Helper to get the localized name for other investments
+    def other_investments_name
+      I18n.t(OTHER_INVESTMENTS_NAME_KEY)
+    end
+
     private
       def default_categories
         [
@@ -142,6 +165,21 @@ class Category < ApplicationRecord
     subcategory? ? "#{parent.name} > #{name}" : name
   end
 
+  # Predicate: is this the synthetic "Uncategorized" category?
+  def uncategorized?
+    !persisted? && name == I18n.t(UNCATEGORIZED_NAME_KEY)
+  end
+
+  # Predicate: is this the synthetic "Other Investments" category?
+  def other_investments?
+    !persisted? && name == I18n.t(OTHER_INVESTMENTS_NAME_KEY)
+  end
+
+  # Predicate: is this any synthetic (non-persisted) category?
+  def synthetic?
+    uncategorized? || other_investments?
+  end
+
   private
     def category_level_limit
       if (subcategory? && parent.subcategory?) || (parent? && subcategory?)

app/models/income_statement.rb

@@ -68,13 +68,22 @@ class IncomeStatement
       classification_total = totals.sum(&:total)
 
       uncategorized_category = family.categories.uncategorized
+      other_investments_category = family.categories.other_investments
 
-      category_totals = [ *categories, uncategorized_category ].map do |category|
+      category_totals = [ *categories, uncategorized_category, other_investments_category ].map do |category|
         subcategory = categories.find { |c| c.id == category.parent_id }
 
-        parent_category_total = totals.select { |t| t.category_id == category.id }&.sum(&:total) || 0
+        parent_category_total = if category.uncategorized?
+          # Regular uncategorized: NULL category_id and NOT uncategorized investment
+          totals.select { |t| t.category_id.nil? && !t.is_uncategorized_investment }&.sum(&:total) || 0
+        elsif category.other_investments?
+          # Other investments: NULL category_id AND is_uncategorized_investment
+          totals.select { |t| t.category_id.nil? && t.is_uncategorized_investment }&.sum(&:total) || 0
+        else
+          totals.select { |t| t.category_id == category.id }&.sum(&:total) || 0
+        end
 
-        children_totals = if category == uncategorized_category
+        children_totals = if category.synthetic?
           0
         else
           totals.select { |t| t.parent_category_id == category.id }&.sum(&:total) || 0

app/models/income_statement/totals.rb

@@ -15,13 +15,14 @@ class IncomeStatement::Totals
         category_id: row["category_id"],
         classification: row["classification"],
         total: row["total"],
-        transactions_count: row["transactions_count"]
+        transactions_count: row["transactions_count"],
+        is_uncategorized_investment: row["is_uncategorized_investment"]
       )
     end
   end
 
   private
-    TotalsRow = Data.define(:parent_category_id, :category_id, :classification, :total, :transactions_count)
+    TotalsRow = Data.define(:parent_category_id, :category_id, :classification, :total, :transactions_count, :is_uncategorized_investment)
 
     def query_sql
       ActiveRecord::Base.sanitize_sql_array([
@@ -37,6 +38,7 @@ class IncomeStatement::Totals
           category_id,
           parent_category_id,
           classification,
+          is_uncategorized_investment,
           SUM(total) as total,
           SUM(entry_count) as transactions_count
         FROM (
@@ -44,7 +46,7 @@ class IncomeStatement::Totals
           UNION ALL
           #{trades_subquery_sql}
         ) combined
-        GROUP BY category_id, parent_category_id, classification;
+        GROUP BY category_id, parent_category_id, classification, is_uncategorized_investment;
       SQL
     end
 
@@ -56,7 +58,8 @@ class IncomeStatement::Totals
           c.parent_id as parent_category_id,
           CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
           ABS(SUM(ae.amount * COALESCE(er.rate, 1))) as total,
-          COUNT(ae.id) as transactions_count
+          COUNT(ae.id) as transactions_count,
+          false as is_uncategorized_investment
         FROM (#{@transactions_scope.to_sql}) at
         JOIN entries ae ON ae.entryable_id = at.id AND ae.entryable_type = 'Transaction'
         JOIN accounts a ON a.id = ae.account_id
@@ -81,7 +84,8 @@ class IncomeStatement::Totals
           c.parent_id as parent_category_id,
           CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
           ABS(SUM(ae.amount * COALESCE(er.rate, 1))) as total,
-          COUNT(ae.id) as entry_count
+          COUNT(ae.id) as entry_count,
+          false as is_uncategorized_investment
         FROM (#{@transactions_scope.to_sql}) at
         JOIN entries ae ON ae.entryable_id = at.id AND ae.entryable_type = 'Transaction'
         JOIN accounts a ON a.id = ae.account_id
@@ -101,14 +105,15 @@ class IncomeStatement::Totals
 
     def trades_subquery_sql
       # Get trades for the same family and date range as transactions
-      # Only include trades that have a category assigned
+      # Trades without categories appear as "Uncategorized Investments" (separate from regular uncategorized)
       <<~SQL
         SELECT
           c.id as category_id,
           c.parent_id as parent_category_id,
           CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
           ABS(SUM(ae.amount * COALESCE(er.rate, 1))) as total,
-          COUNT(ae.id) as entry_count
+          COUNT(ae.id) as entry_count,
+          CASE WHEN t.category_id IS NULL THEN true ELSE false END as is_uncategorized_investment
         FROM trades t
         JOIN entries ae ON ae.entryable_id = t.id AND ae.entryable_type = 'Trade'
         JOIN accounts a ON a.id = ae.account_id
@@ -122,8 +127,7 @@ class IncomeStatement::Totals
           AND a.status IN ('draft', 'active')
           AND ae.excluded = false
           AND ae.date BETWEEN :start_date AND :end_date
-          AND t.category_id IS NOT NULL
+        GROUP BY c.id, c.parent_id, CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END, CASE WHEN t.category_id IS NULL THEN true ELSE false END
-        GROUP BY c.id, c.parent_id, CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END
       SQL
     end
 

app/views/pages/dashboard/_outflows_donut.html.erb

@@ -70,13 +70,9 @@
         </div>
         <div class="py-3 shadow-border-xs rounded-lg bg-container font-medium text-sm max-w-full">
           <% outflows_data[:categories].each_with_index do |category, idx| %>
-            <%= link_to transactions_path(q: { categories: [category[:name]], start_date: period.date_range.first, end_date: period.date_range.last }),
+            <%
-                class: "flex items-center justify-between mx-3 p-3 rounded-lg cursor-pointer group gap-3",
+              category_content = capture do
-                data: {
+            %>
-                  turbo_frame: "_top",
-                  category_id: category[:id],
-                  action: "mouseenter->donut-chart#highlightSegment mouseleave->donut-chart#unhighlightSegment"
-                } do %>
               <div class="flex items-center gap-3 flex-1 min-w-0">
                 <div class="h-6 w-6 flex-shrink-0 group-hover:scale-105 transition-all duration-300 rounded-full flex justify-center items-center"
                   style="
@@ -102,6 +98,24 @@
                 <span class="text-sm text-secondary whitespace-nowrap w-10 lg:w-15"><%= category[:percentage] %>%</span>
               </div>
             <% end %>
+
+            <% if category[:clickable] != false %>
+              <%= link_to transactions_path(q: { categories: [category[:name]], start_date: period.date_range.first, end_date: period.date_range.last }),
+                  class: "flex items-center justify-between mx-3 p-3 rounded-lg cursor-pointer group gap-3",
+                  data: {
+                    turbo_frame: "_top",
+                    category_id: category[:id],
+                    action: "mouseenter->donut-chart#highlightSegment mouseleave->donut-chart#unhighlightSegment"
+                  } do %>
+                <%= category_content %>
+              <% end %>
+            <% else %>
+              <div class="flex items-center justify-between mx-3 p-3 rounded-lg group gap-3"
+                  data-category-id="<%= category[:id] %>"
+                  data-action="mouseenter->donut-chart#highlightSegment mouseleave->donut-chart#unhighlightSegment">
+                <%= category_content %>
+              </div>
+            <% end %>
             <% if idx < outflows_data[:categories].size - 1 %>
               <%= render "shared/ruler", classes: "mx-3 lg:mx-4" %>
             <% end %>

app/views/reports/_net_worth.html.erb

@@ -0,0 +1,73 @@
+<div class="space-y-6">
+  <%# Main Net Worth Stats %>
+  <div class="grid grid-cols-1 md:grid-cols-3 gap-4">
+    <%# Current Net Worth %>
+    <div class="p-4 bg-surface-inset rounded-lg">
+      <p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.current_net_worth") %></p>
+      <p class="text-xl font-semibold <%= net_worth_metrics[:current_net_worth] >= 0 ? "text-success" : "text-destructive" %>">
+        <%= net_worth_metrics[:current_net_worth].format %>
+      </p>
+    </div>
+
+    <%# Period Change %>
+    <div class="p-4 bg-surface-inset rounded-lg">
+      <p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.period_change") %></p>
+      <% if net_worth_metrics[:trend] %>
+        <% trend = net_worth_metrics[:trend] %>
+        <p class="text-xl font-semibold" style="color: <%= trend.color %>">
+          <%= trend.value.format(signify_positive: true) %>
+        </p>
+        <p class="text-xs" style="color: <%= trend.color %>">
+          <%= trend.value >= 0 ? "+" : "" %><%= trend.percent_formatted %>
+        </p>
+      <% else %>
+        <p class="text-xl font-semibold text-tertiary">--</p>
+      <% end %>
+    </div>
+
+    <%# Assets vs Liabilities %>
+    <div class="p-4 bg-surface-inset rounded-lg">
+      <p class="text-xs text-tertiary mb-1"><%= t("reports.net_worth.assets_vs_liabilities") %></p>
+      <div class="flex items-baseline gap-2">
+        <span class="text-lg font-semibold text-success"><%= net_worth_metrics[:total_assets].format %></span>
+        <span class="text-xs text-tertiary">-</span>
+        <span class="text-lg font-semibold text-destructive"><%= net_worth_metrics[:total_liabilities].format %></span>
+      </div>
+    </div>
+  </div>
+
+  <%# Asset/Liability Breakdown %>
+  <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
+    <%# Assets Summary %>
+    <div>
+      <h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_assets") %></h3>
+      <div class="space-y-2">
+        <% net_worth_metrics[:asset_groups].each do |group| %>
+          <div class="flex items-center justify-between py-2 border-b border-tertiary/50">
+            <span class="text-sm text-primary"><%= group[:name] %></span>
+            <span class="text-sm font-medium text-success"><%= group[:total].format %></span>
+          </div>
+        <% end %>
+        <% if net_worth_metrics[:asset_groups].empty? %>
+          <p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_assets") %></p>
+        <% end %>
+      </div>
+    </div>
+
+    <%# Liabilities Summary %>
+    <div>
+      <h3 class="text-sm font-medium text-secondary mb-3"><%= t("reports.net_worth.total_liabilities") %></h3>
+      <div class="space-y-2">
+        <% net_worth_metrics[:liability_groups].each do |group| %>
+          <div class="flex items-center justify-between py-2 border-b border-tertiary/50">
+            <span class="text-sm text-primary"><%= group[:name] %></span>
+            <span class="text-sm font-medium text-destructive"><%= group[:total].format %></span>
+          </div>
+        <% end %>
+        <% if net_worth_metrics[:liability_groups].empty? %>
+          <p class="text-sm text-tertiary py-2"><%= t("reports.net_worth.no_liabilities") %></p>
+        <% end %>
+      </div>
+    </div>
+  </div>
+</div>

app/views/reports/_transactions_breakdown.html.erb

@@ -85,7 +85,7 @@
                       <div class="flex items-center gap-2">
                         <span class="w-3 h-3 rounded-full flex-shrink-0" style="background-color: <%= group[:category_color] %>"></span>
                         <span class="font-medium text-primary"><%= group[:category_name] %></span>
-                        <span class="text-xs text-tertiary whitespace-nowrap">(<%= group[:count] %> <%= t("reports.transactions_breakdown.table.transactions") %>)</span>
+                        <span class="text-xs text-tertiary whitespace-nowrap">(<%= t("reports.transactions_breakdown.table.entries", count: group[:count]) %>)</span>
                       </div>
                     </td>
                     <td class="py-3 px-4 text-right">
@@ -139,7 +139,7 @@
                       <div class="flex items-center gap-2">
                         <span class="w-3 h-3 rounded-full flex-shrink-0" style="background-color: <%= group[:category_color] %>"></span>
                         <span class="font-medium text-primary"><%= group[:category_name] %></span>
-                        <span class="text-xs text-tertiary whitespace-nowrap">(<%= group[:count] %> <%= t("reports.transactions_breakdown.table.transactions") %>)</span>
+                        <span class="text-xs text-tertiary whitespace-nowrap">(<%= t("reports.transactions_breakdown.table.entries", count: group[:count]) %>)</span>
                       </div>
                     </td>
                     <td class="py-3 px-4 text-right">

app/views/reports/_trends_insights.html.erb

@@ -1,4 +1,4 @@
-<div class="space-y-8">
+<div>
     <%# Month-over-Month Trends %>
     <div>
       <h3 class="text-sm font-medium text-secondary mb-4">
@@ -78,121 +78,5 @@
         </div>
       <% end %>
     </div>
-
-    <%# Spending Patterns %>
-    <div>
-      <h3 class="text-sm font-medium text-secondary mb-4">
-        <%= t("reports.trends.spending_patterns") %>
-      </h3>
-
-      <% if spending_patterns[:weekday_count] + spending_patterns[:weekend_count] > 0 %>
-        <div class="grid grid-cols-1 md:grid-cols-2 gap-6">
-          <%# Weekday Spending %>
-          <div class="p-6 bg-surface-inset rounded-lg">
-            <div class="flex items-center gap-2 mb-4">
-              <%= icon("calendar", class: "w-5 h-5 text-primary") %>
-              <h4 class="font-medium text-primary"><%= t("reports.trends.weekday_spending") %></h4>
-            </div>
-
-            <div class="space-y-3">
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.total") %></p>
-                <p class="text-xl font-semibold text-primary">
-                  <%= Money.new(spending_patterns[:weekday_total], Current.family.currency).format %>
-                </p>
-              </div>
-
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_per_transaction") %></p>
-                <p class="text-base font-medium text-secondary">
-                  <%= Money.new(spending_patterns[:weekday_avg], Current.family.currency).format %>
-                </p>
-              </div>
-
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.transactions") %></p>
-                <p class="text-base font-medium text-secondary">
-                  <%= spending_patterns[:weekday_count] %>
-                </p>
-              </div>
-            </div>
-          </div>
-
-          <%# Weekend Spending %>
-          <div class="p-6 bg-surface-inset rounded-lg">
-            <div class="flex items-center gap-2 mb-4">
-              <%= icon("calendar-check", class: "w-5 h-5 text-primary") %>
-              <h4 class="font-medium text-primary"><%= t("reports.trends.weekend_spending") %></h4>
-            </div>
-
-            <div class="space-y-3">
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.total") %></p>
-                <p class="text-xl font-semibold text-primary">
-                  <%= Money.new(spending_patterns[:weekend_total], Current.family.currency).format %>
-                </p>
-              </div>
-
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.avg_per_transaction") %></p>
-                <p class="text-base font-medium text-secondary">
-                  <%= Money.new(spending_patterns[:weekend_avg], Current.family.currency).format %>
-                </p>
-              </div>
-
-              <div>
-                <p class="text-xs text-tertiary mb-1"><%= t("reports.trends.transactions") %></p>
-                <p class="text-base font-medium text-secondary">
-                  <%= spending_patterns[:weekend_count] %>
-                </p>
-              </div>
-            </div>
-          </div>
-        </div>
-
-        <%# Comparison Insight %>
-        <% if spending_patterns[:weekday_avg] > 0 && spending_patterns[:weekend_avg] > 0 %>
-          <div class="mt-4 p-4 bg-container rounded-lg border border-tertiary">
-            <div class="flex items-start gap-3">
-              <%= icon("lightbulb", class: "w-5 h-5 text-warning mt-0.5") %>
-              <div>
-                <p class="text-sm font-medium text-primary mb-1">
-                  <%= t("reports.trends.insight_title") %>
-                </p>
-                <p class="text-sm text-secondary">
-                  <%
-                    weekday = spending_patterns[:weekday_avg].to_f
-                    weekend = spending_patterns[:weekend_avg].to_f
-
-                    if weekend > weekday
-                      percent_diff = ((weekend - weekday) / weekday * 100).round(0)
-                      if percent_diff > 20
-                        message = t("reports.trends.insight_higher_weekend", percent: percent_diff)
-                      else
-                        message = t("reports.trends.insight_similar")
-                      end
-                    elsif weekday > weekend
-                      percent_diff = ((weekday - weekend) / weekend * 100).round(0)
-                      if percent_diff > 20
-                        message = t("reports.trends.insight_higher_weekday", percent: percent_diff)
-                      else
-                        message = t("reports.trends.insight_similar")
-                      end
-                    else
-                      message = t("reports.trends.insight_similar")
-                    end
-                  %>
-                  <%= message %>
-                </p>
-              </div>
-            </div>
-          </div>
-        <% end %>
-      <% else %>
-        <div class="text-center py-8 text-tertiary">
-          <%= t("reports.trends.no_spending_data") %>
-        </div>
-      <% end %>
-    </div>
   </div>
 </div>

config/locales/models/category/en.yml

@@ -0,0 +1,6 @@
+---
+en:
+  models:
+    category:
+      uncategorized: Uncategorized
+      other_investments: Other Investments

config/locales/views/reports/en.yml

@@ -69,8 +69,8 @@ en:
       add_transaction: Add Transaction
       add_account: Add Account
     transactions_breakdown:
-      title: Transactions Breakdown
+      title: Activity Breakdown
-      no_transactions: No transactions found for the selected period and filters
+      no_transactions: No activity found for the selected period and filters
       filters:
         title: Filters
         category: Category
@@ -102,12 +102,25 @@ en:
         expense: Expenses
         income: Income
         uncategorized: Uncategorized
-        transactions: transactions
+        entries:
+          one: entry
+          other: entries
         percentage: "% of Total"
       pagination:
-        showing: Showing %{count} transactions
+        showing:
+          one: Showing %{count} entry
+          other: Showing %{count} entries
         previous: Previous
         next: Next
+    net_worth:
+      title: Net Worth
+      current_net_worth: Current Net Worth
+      period_change: Period Change
+      assets_vs_liabilities: Assets vs Liabilities
+      total_assets: Assets
+      total_liabilities: Liabilities
+      no_assets: No assets
+      no_liabilities: No liabilities
     investment_performance:
       title: Investment Performance
       portfolio_value: Portfolio Value