Files
sure/app/models/account/reconcileable.rb
Zach Gollwitzer e8eb32d2ae Start and end balance breakdown in activity view (#2466)
* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class
2025-07-18 17:56:25 -04:00

21 lines
723 B
Ruby

module Account::Reconcileable
extend ActiveSupport::Concern
def create_reconciliation(balance:, date:, dry_run: false)
result = reconciliation_manager.reconcile_balance(balance: balance, date: date, dry_run: dry_run)
sync_later if result.success? && !dry_run
result
end
def update_reconciliation(existing_valuation_entry, balance:, date:, dry_run: false)
result = reconciliation_manager.reconcile_balance(balance: balance, date: date, existing_valuation_entry: existing_valuation_entry, dry_run: dry_run)
sync_later if result.success? && !dry_run
result
end
private
def reconciliation_manager
@reconciliation_manager ||= Account::ReconciliationManager.new(self)
end
end