Struct BalanceSnapshot 

pub struct BalanceSnapshot {

    pub snapshot_id: String,
    pub company_code: String,
    pub as_of_date: NaiveDate,
    pub fiscal_year: i32,
    pub fiscal_period: u32,
    pub currency: String,
    pub balances: HashMap<String, AccountBalance>,
    pub total_assets: Decimal,
    pub total_liabilities: Decimal,
    pub total_equity: Decimal,
    pub total_revenue: Decimal,
    pub total_expenses: Decimal,
    pub net_income: Decimal,
    pub is_balanced: bool,
    pub balance_difference: Decimal,
    pub created_at: NaiveDateTime,
}

A snapshot of all account balances at a point in time.

Fields

snapshot_id: String

Snapshot identifier.

company_code: String

Company code.

as_of_date: NaiveDate

Snapshot date.

fiscal_year: i32

Fiscal year.

fiscal_period: u32

Fiscal period.

currency: String

Currency.

balances: HashMap<String, AccountBalance>

All account balances.

total_assets: Decimal

Total assets.

total_liabilities: Decimal

Total liabilities.

total_equity: Decimal

Total equity.

total_revenue: Decimal

Total revenue.

total_expenses: Decimal

Total expenses.

net_income: Decimal

Net income.

is_balanced: bool

Is the balance sheet balanced (A = L + E)?

balance_difference: Decimal

Balance sheet difference (should be zero).

created_at: NaiveDateTime

Created timestamp.

Implementations

impl BalanceSnapshot

pub fn new( snapshot_id: String, company_code: String, as_of_date: NaiveDate, fiscal_year: i32, fiscal_period: u32, currency: String, ) -> Self

Create a new balance snapshot.

pub fn add_balance(&mut self, balance: AccountBalance)

Add an account balance to the snapshot.

pub fn recalculate_totals(&mut self)

Recalculate totals and validate balance sheet equation.

pub fn get_balance(&self, account_code: &str) -> Option<&AccountBalance>

Get balance for a specific account.

pub fn get_asset_balances(&self) -> Vec<&AccountBalance>

Get all asset balances.

pub fn get_liability_balances(&self) -> Vec<&AccountBalance>

Get all liability balances.

pub fn get_equity_balances(&self) -> Vec<&AccountBalance>

Get all equity balances.

pub fn get_income_statement_balances(&self) -> Vec<&AccountBalance>

Get all income statement balances.

pub fn current_ratio( &self, current_asset_accounts: &[&str], current_liability_accounts: &[&str], ) -> Option<Decimal>

Get current ratio (Current Assets / Current Liabilities).

pub fn debt_to_equity_ratio(&self) -> Option<Decimal>

Get debt-to-equity ratio.

pub fn gross_margin(&self, cogs_accounts: &[&str]) -> Option<Decimal>

Get gross margin (Revenue - COGS) / Revenue.

Trait Implementations

impl Clone for BalanceSnapshot

fn clone(&self) -> BalanceSnapshot

Returns a duplicate of the value.

fn clone_from(&mut self, source: &Self)

Performs copy-assignment from source.

impl Debug for BalanceSnapshot

fn fmt(&self, f: &mut Formatter<'_>) -> Result

Formats the value using the given formatter.

impl<'de> Deserialize<'de> for BalanceSnapshot

fn deserialize<__D>(__deserializer: __D) -> Result<Self, __D::Error>

where __D: Deserializer<'de>,

Deserialize this value from the given Serde deserializer.

impl Serialize for BalanceSnapshot

fn serialize<__S>(&self, __serializer: __S) -> Result<__S::Ok, __S::Error>

where __S: Serializer,

Serialize this value into the given Serde serializer.