Add reconciliation manager (#2459)

* Add reconciliation manager

* Fix notes editing

app/views/valuations/_confirmation_contents.html.erb

@@ -1,14 +1,16 @@
+<%# locals: (account:, entry:, reconciliation_dry_run:, is_update:, action_verb:) %>
+
 <div class="space-y-4 text-sm text-secondary">
   <% if account.investment? %>
-    <% holdings_value = account.investment.holdings_value_for_date(entry.date) %>
-    <% brokerage_cash = entry.amount - holdings_value %>
+    <% holdings_value = reconciliation_dry_run.new_balance - reconciliation_dry_run.new_cash_balance %>
+    <% brokerage_cash = reconciliation_dry_run.new_cash_balance %>
 
     <p>This will <%= action_verb %> the account value on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to:</p>
 
     <div class="bg-container rounded-lg p-4 space-y-2 border border-primary">
       <div class="flex justify-between">
         <span>Total account value</span>
-        <span class="font-medium text-primary"><%= entry.amount_money.format %></span>
+        <span class="font-medium text-primary"><%= Money.new(reconciliation_dry_run.new_balance, account.currency).format %></span>
       </div>
       <div class="flex justify-between text-xs">
         <span>Holdings value</span>
@@ -20,7 +22,7 @@
       </div>
     </div>
   <% else %>
-    <p><%= action_verb.capitalize %> 
+    <p><%= action_verb.capitalize %>
       <% if account.depository? %>
         account balance
       <% elsif account.credit_card? %>
@@ -40,10 +42,10 @@
       <% else %>
         balance
       <% end %>
-      on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to 
+      on <span class="font-medium text-primary"><%= entry.date.strftime("%B %d, %Y") %></span> to
       <span class="font-medium text-primary"><%= entry.amount_money.format %></span>.
     </p>
   <% end %>
 
   <p>All future transactions and balances will be recalculated based on this <%= is_update ? "change" : "update" %>.</p>
-</div>
+</div>

app/views/valuations/confirm_create.html.erb

@@ -1,17 +1,16 @@
 <%= render DialogComponent.new do |dialog| %>
   <% dialog.with_header(title: "Confirm new balance") %>
   <% dialog.with_body do %>
-    <%= styled_form_with model: @entry, url: valuations_path, class: "space-y-4", data: { turbo: false } do |form| %>
+    <%= styled_form_with model: @entry, url: valuations_path, class: "space-y-4" do |form| %>
       <%= form.hidden_field :account_id %>
       <%= form.hidden_field :date %>
       <%= form.hidden_field :amount %>
-      <%= form.hidden_field :currency %>
-      <%= form.hidden_field :notes %>
 
-      <%= render "confirmation_contents", 
-          account: @account, 
-          entry: @entry, 
-          action_verb: "set", 
+      <%= render "confirmation_contents",
+          reconciliation_dry_run: @reconciliation_dry_run,
+          account: @account,
+          entry: @entry,
+          action_verb: "set",
           is_update: false %>
 
       <%= form.submit "Confirm" %>

app/views/valuations/confirm_update.html.erb

@@ -1,19 +1,18 @@
 <%= render DialogComponent.new do |dialog| %>
   <% dialog.with_header(title: "Update balance") %>
   <% dialog.with_body do %>
-    <%= styled_form_with model: @entry, url: valuation_path(@entry), method: :patch, class: "space-y-4", data: { turbo: false } do |form| %>
+    <%= styled_form_with model: @entry, url: valuation_path(@entry), method: :patch, class: "space-y-4", data: { turbo_frame: :_top } do |form| %>
       <%= form.hidden_field :date %>
       <%= form.hidden_field :amount %>
-      <%= form.hidden_field :currency %>
-      <%= form.hidden_field :notes %>
 
-      <%= render "confirmation_contents", 
-          account: @account, 
-          entry: @entry, 
-          action_verb: "update", 
+      <%= render "confirmation_contents",
+          reconciliation_dry_run: @reconciliation_dry_run,
+          account: @account,
+          entry: @entry,
+          action_verb: "update",
           is_update: true %>
 
       <%= form.submit "Update" %>
     <% end %>
   <% end %>
-<% end %>
+<% end %>

app/views/valuations/show.html.erb

@@ -44,10 +44,7 @@
               url: valuation_path(entry),
               method: :patch,
               class: "space-y-2",
-              data: { controller: "auto-submit-form" } do |f| %>
-          <%= f.hidden_field :date, value: entry.date %>
-          <%= f.hidden_field :amount, value: entry.amount %>
-          <%= f.hidden_field :currency, value: entry.currency %>
+              data: { controller: "auto-submit-form", auto_submit_form_trigger_event_value: "blur" } do |f| %>
           <%= f.text_area :notes,
                 label: t(".note_label"),
                 placeholder: t(".note_placeholder"),