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Add UI clarity for non-cash account balance tracking (#336)
* Add UI clarity for non-cash account balance tracking Fixes issue #164 where users were confused that transactions don't update the balance for "Other Assets" accounts. This is by design - non-cash accounts (Other Assets, Properties, Vehicles, Loans, Other Liabilities) are tracked via manual valuations, not transactions. Changes: - Add informational alert to Other Assets creation/edit forms - Add informational alert to account activity page for all non-cash accounts - Alert explains that balance updates require "New Balance" entries - Added i18n strings for alerts in English locale files The alert uses the existing DS::Alert component with info variant to provide clear, non-intrusive guidance to users about how these account types work. * Add spacing to bottom of alert * Update copy to avoid repetition. * Another spacing addition * Leave dead code alone --------- Co-authored-by: Claude <noreply@anthropic.com>
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@@ -1,6 +1,9 @@
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<%= render DS::Dialog.new do |dialog| %>
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<% dialog.with_header(title: t(".edit", account: @account.name)) %>
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<% dialog.with_body do %>
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<%= render "form", account: @account, url: other_asset_path(@account) %>
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<div class="space-y-2">
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<%= render DS::Alert.new(message: t(".balance_tracking_info"), variant: :info) %>
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<%= render "form", account: @account, url: other_asset_path(@account) %>
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</div>
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<% end %>
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<% end %>
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@@ -1,6 +1,9 @@
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<%= render DS::Dialog.new do |dialog| %>
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<% dialog.with_header(title: t(".title")) %>
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<% dialog.with_body do %>
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<%= render "form", account: @account, url: other_assets_path %>
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<div class="space-y-2">
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<%= render DS::Alert.new(message: t(".balance_tracking_info"), variant: :info) %>
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<%= render "form", account: @account, url: other_assets_path %>
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</div>
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<% end %>
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<% end %>
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@@ -3,5 +3,7 @@ en:
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other_assets:
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edit:
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edit: Edit %{account}
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balance_tracking_info: "Other Assets are tracked via manual valuations using 'New Balance', not transactions. Cashflow will not affect the account balance."
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new:
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title: Enter asset details
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balance_tracking_info: "Other Assets are tracked via manual valuations using 'New Balance', not transactions. Cashflow will not affect the account balance."
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