Struct ExternalConfirmation 

pub struct ExternalConfirmation {

    pub confirmation_id: Uuid,
    pub confirmation_ref: String,
    pub engagement_id: Uuid,
    pub workpaper_id: Option<Uuid>,
    pub confirmation_type: ConfirmationType,
    pub recipient_name: String,
    pub recipient_type: RecipientType,
    pub account_id: Option<String>,
    pub book_balance: Decimal,
    pub confirmation_date: NaiveDate,
    pub sent_date: Option<NaiveDate>,
    pub response_deadline: Option<NaiveDate>,
    pub status: ConfirmationStatus,
    pub positive_negative: ConfirmationForm,
    pub created_at: DateTime<Utc>,
    pub updated_at: DateTime<Utc>,
}

External confirmation request per ISA 505.

Tracks the full lifecycle of a confirmation from draft through to completion, including the balance under confirmation and key dates.

Fields

confirmation_id: Uuid

Unique confirmation ID

confirmation_ref: String

Human-readable reference (e.g. “CONF-a1b2c3d4”)

engagement_id: Uuid

Engagement this confirmation belongs to

workpaper_id: Option<Uuid>

Optional linked workpaper

confirmation_type: ConfirmationType

Type of balance or matter being confirmed

recipient_name: String

Name of the confirming party

recipient_type: RecipientType

Category of confirming party

account_id: Option<String>

Account or reference number at the confirming party

book_balance: Decimal

Balance per the client’s books

confirmation_date: NaiveDate

Date the balance relates to

sent_date: Option<NaiveDate>

Date the request was dispatched

response_deadline: Option<NaiveDate>

Deadline by which a response is required

status: ConfirmationStatus

Current lifecycle status

positive_negative: ConfirmationForm

Positive, negative, or blank form

created_at: DateTime<Utc>

updated_at: DateTime<Utc>

Implementations

impl ExternalConfirmation

pub fn new( engagement_id: Uuid, confirmation_type: ConfirmationType, recipient_name: &str, recipient_type: RecipientType, book_balance: Decimal, confirmation_date: NaiveDate, ) -> Self

Create a new external confirmation request.

pub fn with_workpaper(self, workpaper_id: Uuid) -> Self

Link to a workpaper.

pub fn with_account(self, account_id: &str) -> Self

Set the account or reference number at the confirming party.

pub fn send(&mut self, sent_date: NaiveDate, deadline: NaiveDate)

Mark the confirmation as sent and record the dispatch date and deadline.

Trait Implementations

impl Clone for ExternalConfirmation

fn clone(&self) -> ExternalConfirmation

Returns a duplicate of the value.

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

Performs copy-assignment from source.

impl Debug for ExternalConfirmation

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

Formats the value using the given formatter.

impl<'de> Deserialize<'de> for ExternalConfirmation

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

where __D: Deserializer<'de>,

Deserialize this value from the given Serde deserializer.

impl Serialize for ExternalConfirmation

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

where __S: Serializer,

Serialize this value into the given Serde serializer.