Method matchesGroup

reconciliation.go:1060–1094

matchesGroup compares a group of internal transactions with a single external transaction using matching rules. If a match is found, it returns true; otherwise, it returns false. Parameters: - externalTxn: The external transaction to compare. - group: The group of internal transactions to compare ag

(externalTxn *model.Transaction, group []*model.Transaction, matchingRules []model.MatchingRule)

// Returns:
// - bool: True if the group matches the external transaction, false otherwise.
func (s *LedgerForge) matchesGroup(externalTxn *model.Transaction, group []*model.Transaction, matchingRules []model.MatchingRule) bool {
	var totalAmount float64
	var minDate, maxDate time.Time
	descriptions := make([]string, 0, len(group))
	references := make([]string, 0, len(group))
	currencies := make(map[string]bool)

	// Iterate over the group of internal transactions and accumulate information.
	for i, internalTxn := range group {
		totalAmount += internalTxn.Amount

		if i == 0 || internalTxn.CreatedAt.Before(minDate) {
			minDate = internalTxn.CreatedAt
		}
		if i == 0 || internalTxn.CreatedAt.After(maxDate) {
			maxDate = internalTxn.CreatedAt
		}

		descriptions = append(descriptions, internalTxn.Description)
		references = append(references, internalTxn.Reference)
		currencies[internalTxn.Currency] = true
	}

	// Create a virtual transaction representing the group for comparison.
	groupTxn := model.Transaction{
		Amount:      totalAmount,
		CreatedAt:   minDate, // Use the earliest date in the group.
		Description: strings.Join(descriptions, " | "),
		Reference:   strings.Join(references, " | "),
		Currency:    s.dominantCurrency(currencies), // Determine the dominant currency in the group.
	}

	// Use the matching rules to compare the group with the external transaction.
	return s.matchesRules(externalTxn, groupTxn, matchingRules)
}

// dominantCurrency returns the dominant currency in a group of transactions.
// If there is only one currency, it returns that currency, otherwise, it returns "MIXED".