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Add reconciliation manager (#2459)
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* Add reconciliation manager

* Fix notes editing
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Zach Gollwitzer 2025-07-16 11:31:47 -04:00 • committed by GitHub
parent 89cc64418e
commit 52333e3fa6
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11 changed files with 273 additions and 64 deletions
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app/models/account/reconcileable.rb Normal file
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module Account::Reconcileable
extend ActiveSupport::Concern
def create_reconciliation(balance:, date:, dry_run: false)
reconciliation_manager.reconcile_balance(balance: balance, date: date, dry_run: dry_run)
end
def update_reconciliation(existing_valuation_entry, balance:, date:, dry_run: false)
reconciliation_manager.reconcile_balance(balance: balance, date: date, existing_valuation_entry: existing_valuation_entry, dry_run: dry_run)
end
private
def reconciliation_manager
@reconciliation_manager ||= Account::ReconciliationManager.new(self)
end
end