docs: split monthly settlement requirements

2026-07-11 20:58:51 +09:00
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+# REQ-025 Monthly settlement evidence, next actions, documentation, and verification hardening
+
+- Status: Proposed
+- Type: Interface
+- Priority: Medium
+- Owner: 렛저장인
+- Source Discovery: `docs/discovery/dcy-015_20260711_monthly-settlement-page-requirements-wireframe.md`
+- Depends On: REQ-022, REQ-023, REQ-024
+- Created At (KST): 2026-07-11 20:56 KST
+
+## 1. Intent
+
+Harden the 월정산 page as an operator-ready read-only checklist/report by adding evidence/next-action sections and completing docs/smoke verification.
+
+## 2. In Scope
+
+- Render 월정산 결과 / Evidence section:
+  - close-ready pass/fail summary
+  - major blockers
+  - snapshot/import/review source summary
+  - explicit note that 월정산 close persistence is not part of the 1차 scope
+- Render 다음 액션 section:
+  - next-month budget adjustment candidates
+  - repeated uncategorized/review-rule candidates
+  - reconciliation/import/backup follow-up hints
+- Update documentation:
+  - `docs/project-structure.md`
+  - `docs/runtime-flows.md`
+  - `docs/interface-contract.md` only if an internal/external contract actually changes
+- Harden dashboard smoke/AppTest/browser evidence for the completed 월정산 page.
+
+## 3. Out of Scope
+
+- PDF/Excel/Markdown export.
+- MCP/finance-agent monthly settlement summary tool.
+- Monthly close persistence or new `monthly_settlements` table.
+
+## 4. Acceptance Criteria
+
+- AC-1: Evidence and next-action sections render with clear read-only wording.
+- AC-2: Documentation reflects the read model, page flow, and deferred follow-up scope.
+- AC-3: Dashboard AppTest/HTTP smoke or browser evidence covers the completed page structure.
+- AC-4: The page remains read-only and introduces no settlement-close writes.
+- AC-5: `python -m ruff check .` and `python -m pytest -q` pass.
+
+## 5. Notes
+
+This is the final hardening slice for the dcy-015 1차 monthly settlement dashboard scope. Export/MCP/close persistence remain separate future REQs.