docs: split monthly settlement requirements

2026-07-11 20:58:51 +09:00
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+# REQ-023 Monthly settlement dashboard shell, KPI, cashflow, and budget sections
+
+- Status: Proposed
+- Type: Interface
+- Priority: High
+- Owner: 렛저장인
+- Source Discovery: `docs/discovery/dcy-015_20260711_monthly-settlement-page-requirements-wireframe.md`
+- Depends On: REQ-022
+- Created At (KST): 2026-07-11 20:56 KST
+
+## 1. Intent
+
+Add the visible Streamlit `월정산` page shell and implement the first user-facing sections that rely on the REQ-022 read model.
+
+## 2. In Scope
+
+- Add `월정산` to Streamlit routing/sidebar.
+- Provide Header / 월 선택 with selected month, basis date, KST timestamp, and read-only status badge.
+- Render 월간 핵심 KPI: actual income, actual expense, net cashflow, savings rate, budget overrun count, unresolved blocker count.
+- Render 현금흐름 / 지출 구조 using existing category/person/cashflow groupings where available.
+- Render 예산 대비 점검 with budget, actual, remaining, usage rate, and status.
+- Provide user-friendly CTA/menu guidance to existing transaction/budget pages without creating new writes.
+- Add AppTest coverage for page routing, headings, month selector, and key section rendering.
+
+## 3. Out of Scope
+
+- Detailed blocker/import/account/asset status sections.
+- Evidence/next action section hardening.
+- Monthly close persistence, MCP tool, or export.
+
+## 4. Acceptance Criteria
+
+- AC-1: Streamlit can navigate to `월정산`.
+- AC-2: The page displays selected month and basis date.
+- AC-3: KPI, cashflow/spending structure, and budget sections render on the synthetic fixture DB.
+- AC-4: The UI calls the read-model/gateway seam rather than duplicating core formulas in `dashboard/app.py`.
+- AC-5: AppTest verifies the core headings and representative KPI/budget content.
+- AC-6: `python -m ruff check .` and the relevant dashboard tests pass.
+
+## 5. Notes
+
+This slice intentionally stops before operational blocker/import/asset sections to keep the first UI delivery small and verifiable.