Account:: namespace simplifications and cleanup (#2110)

* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer
2025-04-14 11:40:34 -04:00
committed by GitHub
parent f181ba941f
commit e657c40d19
172 changed files with 1297 additions and 1258 deletions

View File

@@ -1,15 +0,0 @@
---
en:
account:
entries:
create:
success: Entry created
destroy:
success: Entry deleted
empty:
description: Try adding an entry, editing filters or refining your search
title: No entries found
loading:
loading: Loading entries...
update:
success: Entry updated

View File

@@ -1,38 +0,0 @@
---
en:
account:
holdings:
cash:
brokerage_cash: Brokerage cash
destroy:
success: Holding deleted
holding:
per_share: per share
shares: "%{qty} shares"
index:
cost: cost
holdings: Holdings
name: name
new_holding: New transaction
no_holdings: No holdings to show.
return: total return
weight: weight
missing_price_tooltip:
description: This investment has missing values and we could not calculate
its returns or value.
missing_data: Missing data
show:
avg_cost_label: Average Cost
current_market_price_label: Current Market Price
delete: Delete
delete_subtitle: This will delete the holding and all your associated trades
on this account. This action cannot be undone.
delete_title: Delete holding
history: History
overview: Overview
portfolio_weight_label: Portfolio Weight
settings: Settings
ticker_label: Ticker
trade_history_entry: "%{qty} shares of %{security} at %{price}"
trend_label: Trend
unknown: Unknown

View File

@@ -1,39 +0,0 @@
---
en:
account:
trades:
form:
account: Transfer account (optional)
account_prompt: Search account
amount: Amount
holding: Ticker symbol
price: Price per share
qty: Quantity
submit: Add transaction
ticker_placeholder: AAPL
type: Type
header:
buy: Buy
current_market_price_label: Current Market Price
overview: Overview
purchase_price_label: Purchase Price
purchase_qty_label: Purchase Quantity
sell: Sell
symbol_label: Symbol
total_return_label: Unrealized gain/loss
new:
title: New transaction
show:
additional: Additional
cost_per_share_label: Cost per Share
date_label: Date
delete: Delete
delete_subtitle: This action cannot be undone
delete_title: Delete Trade
details: Details
exclude_subtitle: This trade will not be included in reports and calculations
exclude_title: Exclude from analytics
note_label: Note
note_placeholder: Add any additional notes here...
quantity_label: Quantity
settings: Settings

View File

@@ -1,64 +0,0 @@
---
en:
account:
transactions:
bulk_delete:
success: "%{count} transactions deleted"
bulk_edit:
cancel: Cancel
category_label: Category
category_placeholder: Select a category
date_label: Date
details: Details
merchant_label: Merchant
merchant_placeholder: Select a merchant
none: (none)
note_label: Notes
note_placeholder: Enter a note that will be applied to selected transactions
overview: Overview
save: Save
tag_label: Tags
bulk_update:
success: "%{count} transactions updated"
form:
account: Account
account_prompt: Select an Account
amount: Amount
category: Category
category_prompt: Select a Category
date: Date
description: Description
description_placeholder: Describe transaction
expense: Expense
income: Income
none: (none)
note_label: Notes
note_placeholder: Enter a note
submit: Add transaction
tags_label: Tags
transfer: Transfer
new:
new_transaction: New transaction
show:
account_label: Account
amount: Amount
category_label: Category
date_label: Date
delete: Delete
delete_subtitle: This permanently deletes the transaction, affects your historical
balances, and cannot be undone.
delete_title: Delete transaction
details: Details
merchant_label: Merchant
name_label: Name
nature: Type
none: "(none)"
note_label: Notes
note_placeholder: Enter a note
overview: Overview
settings: Settings
tags_label: Tags
uncategorized: "(uncategorized)"
transfer_matches:
create:
success: Transfer created

View File

@@ -1,31 +0,0 @@
---
en:
account:
valuations:
form:
amount: Amount
submit: Add balance update
header:
balance: Balance
index:
change: change
date: date
new_entry: New entry
no_valuations: No valuations for this account yet
valuations: Value
value: value
new:
title: New balance
show:
amount: Amount
date_label: Date
delete: Delete
delete_subtitle: This action cannot be undone
delete_title: Delete Entry
details: Details
name_label: Name
name_placeholder: Enter a name for this entry
note_label: Notes
note_placeholder: Add any additional details about this entry
overview: Overview
settings: Settings

View File

@@ -0,0 +1,14 @@
---
en:
entries:
create:
success: Entry created
destroy:
success: Entry deleted
empty:
description: Try adding an entry, editing filters or refining your search
title: No entries found
loading:
loading: Loading entries...
update:
success: Entry updated

View File

@@ -0,0 +1,37 @@
---
en:
holdings:
cash:
brokerage_cash: Brokerage cash
destroy:
success: Holding deleted
holding:
per_share: per share
shares: "%{qty} shares"
index:
cost: cost
holdings: Holdings
name: name
new_holding: New transaction
no_holdings: No holdings to show.
return: total return
weight: weight
missing_price_tooltip:
description: This investment has missing values and we could not calculate
its returns or value.
missing_data: Missing data
show:
avg_cost_label: Average Cost
current_market_price_label: Current Market Price
delete: Delete
delete_subtitle: This will delete the holding and all your associated trades
on this account. This action cannot be undone.
delete_title: Delete holding
history: History
overview: Overview
portfolio_weight_label: Portfolio Weight
settings: Settings
ticker_label: Ticker
trade_history_entry: "%{qty} shares of %{security} at %{price}"
trend_label: Trend
unknown: Unknown

View File

@@ -0,0 +1,38 @@
---
en:
trades:
form:
account: Transfer account (optional)
account_prompt: Search account
amount: Amount
holding: Ticker symbol
price: Price per share
qty: Quantity
submit: Add transaction
ticker_placeholder: AAPL
type: Type
header:
buy: Buy
current_market_price_label: Current Market Price
overview: Overview
purchase_price_label: Purchase Price
purchase_qty_label: Purchase Quantity
sell: Sell
symbol_label: Symbol
total_return_label: Unrealized gain/loss
new:
title: New transaction
show:
additional: Additional
cost_per_share_label: Cost per Share
date_label: Date
delete: Delete
delete_subtitle: This action cannot be undone
delete_title: Delete Trade
details: Details
exclude_subtitle: This trade will not be included in reports and calculations
exclude_title: Exclude from analytics
note_label: Note
note_placeholder: Add any additional notes here...
quantity_label: Quantity
settings: Settings

View File

@@ -1,6 +1,45 @@
---
en:
transactions:
form:
account: Account
account_prompt: Select an Account
amount: Amount
category: Category
category_prompt: Select a Category
date: Date
description: Description
description_placeholder: Describe transaction
expense: Expense
income: Income
none: (none)
note_label: Notes
note_placeholder: Enter a note
submit: Add transaction
tags_label: Tags
transfer: Transfer
new:
new_transaction: New transaction
show:
account_label: Account
amount: Amount
category_label: Category
date_label: Date
delete: Delete
delete_subtitle: This permanently deletes the transaction, affects your historical
balances, and cannot be undone.
delete_title: Delete transaction
details: Details
merchant_label: Merchant
name_label: Name
nature: Type
none: "(none)"
note_label: Notes
note_placeholder: Enter a note
overview: Overview
settings: Settings
tags_label: Tags
uncategorized: "(uncategorized)"
header:
edit_categories: Edit categories
edit_imports: Edit imports

View File

@@ -0,0 +1,30 @@
---
en:
valuations:
form:
amount: Amount
submit: Add balance update
header:
balance: Balance
index:
change: change
date: date
new_entry: New entry
no_valuations: No valuations for this account yet
valuations: Value
value: value
new:
title: New balance
show:
amount: Amount
date_label: Date
delete: Delete
delete_subtitle: This action cannot be undone
delete_title: Delete Entry
details: Details
name_label: Name
name_placeholder: Enter a name for this entry
note_label: Notes
note_placeholder: Add any additional details about this entry
overview: Overview
settings: Settings