Account Activity View + Account Forms (#1406)

* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects

config/locales/views/account/entries/en.yml

@@ -7,6 +7,17 @@ en:
       empty:
         description: Try adding an entry, editing filters or refining your search
         title: No entries found
+      index:
+        amount: Amount
+        balance: Balance
+        date: Date
+        entries: entries
+        entry: entry
+        new: New
+        new_balance: New balance
+        new_transaction: New transaction
+        no_entries: No entries yet
+        title: Activity
       loading:
         loading: Loading entries...
       update:

config/locales/views/account/transactions/en.yml

@@ -35,9 +35,5 @@ en:
         overview: Overview
         settings: Settings
         tags_label: Tags
-      transaction:
-        remove_transfer: Remove transfer
-        remove_transfer_body: This will remove the transfer from this transaction
-        remove_transfer_confirm: Confirm
       update:
         success: Transaction updated successfully.

config/locales/views/account/transfers/en.yml

@@ -18,8 +18,21 @@ en:
         transfer: Transfer
       new:
         title: New transfer
-      transfer:
-        remove_body: This will NOT delete the underlying transactions.  It will just
-          remove the transfer.
-        remove_confirm: Confirm
-        remove_title: Remove transfer?
+      show:
+        delete: Delete
+        delete_subtitle: This permanently deletes both of the transactions related
+          to the transfer. This cannot be undone.
+        delete_title: Delete transfer?
+        details: Details
+        exclude_subtitle: This excludes the transfer from any in-app features or analytics.
+        exclude_title: Exclude transfer
+        note_label: Notes
+        note_placeholder: Add a note to this transfer
+        overview: Overview
+        settings: Settings
+      transfer_toggle:
+        remove_transfer: Remove transfer
+        remove_transfer_body: This will remove the transfer from this transaction
+        remove_transfer_confirm: Confirm
+      update:
+        success: Transfer updated

config/locales/views/account/valuations/en.yml

@@ -5,7 +5,8 @@ en:
       create:
         success: Valuation created successfully.
       form:
-        cancel: Cancel
+        amount: Amount
+        submit: Add balance update
       index:
         change: change
         date: date
@@ -13,15 +14,19 @@ en:
         no_valuations: No valuations for this account yet
         valuations: Value
         value: value
-      valuation:
-        confirm_accept: Delete entry
-        confirm_body_html: "<p>Deleting this entry will remove it from the account’s
-          history which will impact different parts of your account. This includes
-          the net worth and account graphs.</p></br><p>The only way you’ll be able
-          to add this entry back is by re-entering it manually via a new entry.</p>"
-        confirm_title: Delete Entry?
-        delete_entry: Delete entry
-        edit_entry: Edit entry
-        no_change: No change
-        start_balance: Starting balance
-        value_update: Value update
+      new:
+        title: New balance
+      show:
+        amount: Amount
+        balance: Balance
+        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

config/locales/views/accounts/en.yml

@@ -6,165 +6,64 @@ en:
       troubleshoot: Troubleshoot
     account_list:
       new_account: New %{type}
-    accountables:
-      credit_card:
-        form:
-          annual_fee: Annual fee
-          annual_fee_placeholder: '99'
-          apr: APR
-          apr_placeholder: '15.99'
-          available_credit: Available credit
-          available_credit_placeholder: '10000'
-          expiration_date: Expiration date
-          minimum_payment: Minimum payment
-          minimum_payment_placeholder: '100'
-        overview:
-          amount_owed: Amount Owed
-          annual_fee: Annual Fee
-          apr: APR
-          available_credit: Available Credit
-          expiration_date: Expiration Date
-          minimum_payment: Minimum Payment
-          unknown: Unknown
-      depository:
-        form:
-          none: None
-          prompt: Select a subtype
-      investment:
-        form:
-          none: None
-          prompt: Select a subtype
-        tooltip:
-          cash: Cash
-          holdings: Holdings
-          total_value_tooltip: The total value is the sum of cash balance and your
-            holdings value, minus margin loans.
-      loan:
-        form:
-          interest_rate: Interest rate
-          interest_rate_placeholder: '5.25'
-          rate_type: Rate type
-          term_months: Term (months)
-          term_months_placeholder: '360'
-        overview:
-          interest_rate: Interest Rate
-          monthly_payment: Monthly Payment
-          not_applicable: N/A
-          original_principal: Original Principal
-          remaining_principal: Remaining Principal
-          term: Term
-          type: Type
-          unknown: Unknown
-      property:
-        form:
-          additional_info: Additional info
-          area_unit: Area unit
-          area_value: Area value
-          city: City
-          country: Country
-          line1: Address line 1
-          line2: Address line 2
-          optional: optional
-          postal_code: Postal code
-          state: State
-          year_built: Year built
-        overview:
-          living_area: Living Area
-          market_value: Market Value
-          purchase_price: Purchase Price
-          trend: Trend
-          unknown: Unknown
-          year_built: Year Built
-      vehicle:
-        form:
-          make: Make
-          make_placeholder: Toyota
-          mileage: Mileage
-          mileage_placeholder: '15000'
-          mileage_unit: Unit
-          model: Model
-          model_placeholder: Camry
-          year: Year
-          year_placeholder: '2023'
-        overview:
-          current_price: Current Price
-          make_model: Make & Model
-          mileage: Mileage
-          purchase_price: Purchase Price
-          trend: Trend
-          unknown: Unknown
-          year: Year
-    create:
-      success: New account created successfully
-    destroy:
-      success: Account deleted successfully
-    edit:
-      edit: Edit %{account}
     empty:
       empty_message: Add an account either via connection, importing or entering manually.
       new_account: New account
       no_accounts: No accounts yet
     form:
-      accountable_type: Account type
-      balance: Today's balance
+      balance: Current balance 
       institution: Financial institution
-      mode: Value tracking mode
-      mode_prompt: Select a mode
       name_label: Account name
       name_placeholder: Example account name
-      type_prompt: Select a type
       ungrouped: "(none)"
-    header:
-      accounts: Accounts
-      manage: Manage accounts
-      new: New account
     index:
       accounts: Accounts
       add_institution: Add institution
+      institution_accounts:
+        add_account_to_institution: Add new account
+        confirm_accept: Delete institution
+        confirm_body: Don't worry, none of the accounts within this institution will
+          be affected by this deletion. Accounts will be ungrouped and all historical
+          data will remain intact.
+        confirm_title: Delete financial institution?
+        delete: Delete institution
+        edit: Edit institution
+        has_issues: Issue detected, see accounts
+        new_account: Add account
+        status: Last synced %{last_synced_at} ago
+        status_never: Requires data sync
+        syncing: Syncing...
+      institutionless_accounts:
+        other_accounts: Other accounts
       new_account: New account
-    institution_accounts:
-      add_account_to_institution: Add new account
-      confirm_accept: Delete institution
-      confirm_body: Don't worry, none of the accounts within this institution will
-        be affected by this deletion. Accounts will be ungrouped and all historical
-        data will remain intact.
-      confirm_title: Delete financial institution?
-      delete: Delete institution
-      edit: Edit institution
-      has_issues: Issue detected, see accounts
-      new_account: Add account
-      status: Last synced %{last_synced_at} ago
-      status_never: Requires data sync
-      syncing: Syncing...
-    institutionless_accounts:
-      other_accounts: Other accounts
-    menu:
-      confirm_accept: Delete "%{name}"
-      confirm_body_html: "<p>By deleting this account, you will erase its value history,
-        affecting various aspects of your overall account. This action will have a
-        direct impact on your net worth calculations and the account graphs.</p><br
-        /> <p>After deletion, there is no way you'll be able to restore the account
-        information because you'll need to add it as a new account.</p>"
-      confirm_title: Delete account?
-      edit: Edit
-      import: Import transactions
-    new:
-      connected_entry: Securely link account with Plaid (coming soon)
-      csv_entry: Import accounts CSV
-      manual_entry: Enter account manually
-      title: Add an account
+    new: 
+      method_selector:
+        connected_entry: Link account (coming soon)
+        manual_entry: Enter account balance
+        title: How would you like to add it?
+      import_accounts: Import accounts
+      title: What would you like to add?
     show:
-      cash: Cash
-      holdings: Holdings
-      no_change: No change
-      overview: Overview
-      total_owed: Total Owed
-      total_value: Total Value
-      trades: Transactions
-      transactions: Transactions
-      value: Value
+      chart:
+        balance: Balance
+        no_change: no change
+        owed: Amount owed
+      menu:
+        confirm_accept: Delete "%{name}"
+        confirm_body_html: "<p>By deleting this account, you will erase its value
+          history, affecting various aspects of your overall account. This action
+          will have a direct impact on your net worth calculations and the account
+          graphs.</p><br /> <p>After deletion, there is no way you'll be able to restore
+          the account information because you'll need to add it as a new account.</p>"
+        confirm_title: Delete account?
+        edit: Edit
+        import: Import transactions
     summary:
-      new: New
+      header:
+        accounts: Accounts
+        manage: Manage accounts
+        new: New account
+      new: New account
       no_assets: No assets found
       no_assets_description: Add an asset either via connection, importing or entering
         manually.
@@ -174,16 +73,4 @@ en:
     sync_all:
       success: Successfully queued accounts for syncing.
     sync_all_button:
-      sync: Sync all
-    update:
-      success: Account updated
-  credit_cards:
-    create:
-      success: Credit card created successfully
-    update:
-      success: Credit card updated successfully
-  loans:
-    create:
-      success: Loan created successfully
-    update:
-      success: Loan updated successfully
+      sync: Sync all

config/locales/views/credit_cards/en.yml

@@ -0,0 +1,31 @@
+---
+en:
+  credit_cards:
+    create:
+      success: Credit card account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Credit card account deleted
+    form:
+      annual_fee: Annual fee
+      annual_fee_placeholder: '99'
+      apr: APR
+      apr_placeholder: '15.99'
+      available_credit: Available credit
+      available_credit_placeholder: '10000'
+      expiration_date: Expiration date
+      minimum_payment: Minimum payment
+      minimum_payment_placeholder: '100'
+    new:
+      title: Enter credit card details
+    overview:
+      amount_owed: Amount Owed
+      annual_fee: Annual Fee
+      apr: APR
+      available_credit: Available Credit
+      expiration_date: Expiration Date
+      minimum_payment: Minimum Payment
+      unknown: Unknown
+    update:
+      success: Credit card account updated

config/locales/views/cryptos/en.yml

@@ -0,0 +1,13 @@
+---
+en:
+  cryptos:
+    create:
+      success: Crypto account created
+    edit:
+      edit: Edit %{account}
+    new:
+      title: Enter account balance
+    update:
+      success: Crypto account updated
+    destroy:
+      success: Crypto account deleted

config/locales/views/depositories/en.yml

@@ -0,0 +1,16 @@
+---
+en:
+  depositories:
+    create:
+      success: Depository account created
+    edit:
+      edit: Edit %{account}
+    form:
+      none: None
+      subtype_prompt: Select account type
+    new:
+      title: Enter account balance
+    update:
+      success: Depository account updated
+    destroy:
+      success: Depository account deleted

config/locales/views/investments/en.yml

@@ -0,0 +1,23 @@
+---
+en:
+  investments:
+    create:
+      success: Investment account created
+    edit:
+      edit: Edit %{account}
+    form:
+      none: None
+      subtype_prompt: Select investment type
+    new:
+      title: Enter account balance
+    show:
+      chart_title: Total value
+    update:
+      success: Investment account updated
+    destroy:
+      success: Investment account deleted
+    value_tooltip:
+      cash: Cash
+      holdings: Holdings
+      total_value_tooltip: The total value is the sum of cash balance and your holdings
+        value, minus margin loans.

config/locales/views/loans/en.yml

@@ -0,0 +1,28 @@
+---
+en:
+  loans:
+    create:
+      success: Loan account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Loan account deleted
+    form:
+      interest_rate: Interest rate
+      interest_rate_placeholder: '5.25'
+      rate_type: Rate type
+      term_months: Term (months)
+      term_months_placeholder: '360'
+    new:
+      title: Enter loan details
+    overview:
+      interest_rate: Interest Rate
+      monthly_payment: Monthly Payment
+      not_applicable: N/A
+      original_principal: Original Principal
+      remaining_principal: Remaining Principal
+      term: Term
+      type: Type
+      unknown: Unknown
+    update:
+      success: Loan account updated

config/locales/views/other_assets/en.yml

@@ -0,0 +1,13 @@
+---
+en:
+  other_assets:
+    create:
+      success: Other asset account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Other asset account deleted
+    new:
+      title: Enter asset details
+    update:
+      success: Other asset account updated

config/locales/views/other_liabilities/en.yml

@@ -0,0 +1,13 @@
+---
+en:
+  other_liabilities:
+    create:
+      success: Other liability account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Other liability account deleted
+    new:
+      title: Enter liability details
+    update:
+      success: Other liability account updated

config/locales/views/properties/en.yml

@@ -2,6 +2,37 @@
 en:
   properties:
     create:
-      success: Property created successfully
+      success: Property account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Property account deleted
+    form:
+      address_line1: Street address
+      address_line1_placeholder: 123 Main St
+      area: Living area
+      area_placeholder: '2000'
+      area_unit: Unit of measurement
+      country: Country
+      country_placeholder: US
+      locality: City
+      locality_placeholder: San Francisco
+      none: None
+      postal_code: ZIP/Postal code
+      postal_code_placeholder: '94105'
+      region: State/Province
+      region_placeholder: CA
+      subtype_prompt: Select property type
+      year_built: Year built
+      year_built_placeholder: '2000'
+    new:
+      title: Enter property details
+    overview:
+      living_area: Living Area
+      market_value: Market Value
+      purchase_price: Purchase Price
+      trend: Trend
+      unknown: Unknown
+      year_built: Year Built
     update:
-      success: Property updated successfully
+      success: Property account updated

config/locales/views/transactions/en.yml

@@ -40,6 +40,7 @@ en:
       import: Import
     index:
       transaction: transaction
+      transactions: transactions
     mark_transfers:
       success: Marked as transfer
     new:

config/locales/views/vehicles/en.yml

@@ -2,6 +2,30 @@
 en:
   vehicles:
     create:
-      success: Vehicle created successfully
+      success: Vehicle account created
+    edit:
+      edit: Edit %{account}
+    destroy:
+      success: Vehicle account deleted
+    form:
+      make: Make
+      make_placeholder: Toyota
+      mileage: Mileage
+      mileage_placeholder: '15000'
+      mileage_unit: Unit
+      model: Model
+      model_placeholder: Camry
+      year: Year
+      year_placeholder: '2023'
+    new:
+      title: Enter vehicle details
+    overview:
+      current_price: Current Price
+      make_model: Make & Model
+      mileage: Mileage
+      purchase_price: Purchase Price
+      trend: Trend
+      unknown: Unknown
+      year: Year
     update:
-      success: Vehicle updated successfully
+      success: Vehicle account updated