fix(accounts): localize investment labels and chart dates - #3178
fix(accounts): localize investment labels and chart dates#3178MaxenceChx wants to merge 8 commits into
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Included review availability: Your plan provides up to 8 included reviews per hour; 7 remain after this review. 📝 WalkthroughWalkthroughThe change adds family-aware series date formatting, localizes generated valuation names, and updates activity, chart, account, and valuation translation usage. ChangesLocalization and formatting
Estimated code review effort: 3 (Moderate) | ~20 minutes Merge Risk: 🔵 Low · up to The change is mergeable with owner awareness that French users may see inconsistent terminology between the Holdings selector and chart title; this is a bounded localization follow-up rather than a broader functional risk. Sequence Diagram(s)sequenceDiagram
participant ValuationView
participant Valuation
participant ValuationName
participant I18n
ValuationView->>Valuation: display_name(entry)
Valuation->>ValuationName: translation_key
ValuationName-->>Valuation: valuation translation key
Valuation->>I18n: translate generated name
I18n-->>Valuation: localized name
Valuation-->>ValuationView: rendered display name
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Inline comments:
In `@config/locales/views/components/fr.yml`:
- Line 78: Update the French `UI.account.chart.title.holdings_value` translation
to use “Titres” terminology consistently with `UI.account.chart.views.holdings`,
while preserving the existing translation structure.
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📒 Files selected for processing (12)
app/components/UI/account/activity_date.html.erbapp/models/balance/chart_series_builder.rbapp/models/balance/series_aggregator.rbapp/models/series.rbapp/models/valuation/name.rbapp/views/investment_activity/_quick_edit_badge.html.erbconfig/locales/views/accounts/fr.ymlconfig/locales/views/components/fr.ymlconfig/locales/views/valuations/en.ymlconfig/locales/views/valuations/fr.ymltest/models/series_test.rbtest/models/valuation/name_test.rb
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Summary
Several labels on account and investment pages were still displayed in English for French users, despite translations already existing elsewhere.
This change localizes investment activity labels in the Activity tab, completes the chart view translations, fixes the balance tooltip lookup, uses the family’s preferred date format in chart tooltips, and translates manually created value-update entries.
Changes
Testing
Summary by CodeRabbit
Bug Fixes
Tests
Summary by CodeRabbit
New Features
Localization
Bug Fixes