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Add UI clarity for non-cash account balance tracking (#336)

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* 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>
This commit is contained in:
Juan José Mata
2025-11-17 18:20:39 +01:00
committed by GitHub
parent 0d798c522a
commit dc1db38517
3 changed files with 10 additions and 2 deletions
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2
config/locales/views/other_assets/en.yml
View File

@@ -3,5 +3,7 @@ en:
other_assets:
edit:
edit: Edit %{account}
balance_tracking_info: "Other Assets are tracked via manual valuations using 'New Balance', not transactions. Cashflow will not affect the account balance."
new:
title: Enter asset details
balance_tracking_info: "Other Assets are tracked via manual valuations using 'New Balance', not transactions. Cashflow will not affect the account balance."