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feat: implement asset snapshot and manual asset read model

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Jarca
2026-06-30 22:04:52 +09:00
parent 7fd1b45bd5
commit beddff7661
20 changed files with 1232 additions and 61 deletions
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dashboard/app.py
+8 -2
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@@ -949,7 +949,7 @@ def page_overview(db_path: str) -> None:
c4.metric("저축률", format_percent(cashflow.get("savings_rate")))
render_section_label("🏦", "자산 유동성 현황")
st.caption("기준: accounts.liquidity_bucket + accounts.last_balance. 거래 합계로 비거래 자산을 추정하지 않습니다.")
st.caption("기준: service 공통 평가 헬퍼(accounts.last_balance + manual_assets 보강). 거래 합계로 비거래 자산을 추정하지 않습니다.")
a1, a2, a3 = st.columns(3)
a1.metric("자산 합계(부채 제외)", format_krw(asset_report.get("total_assets", 0)))
a2.metric("총부채", format_krw(asset_report.get("total_liabilities", 0)))
@@ -966,13 +966,19 @@ def page_overview(db_path: str) -> None:
render_section_label("🧭", "자산 구성")
source_accounts = pd.DataFrame(asset_report.get("accounts", []))
manual_assets = pd.DataFrame(asset_report.get("manual_assets", []))
if not source_accounts.empty:
source_accounts["bucket_label"] = source_accounts["liquidity_bucket"].map(LIQUIDITY_BUCKET_LABELS).fillna(source_accounts["liquidity_bucket"])
source_accounts["last_balance_display"] = source_accounts["last_balance"].map(format_krw)
show_cols = ["name", "type", "bucket_label", "last_balance_display", "last_synced_at", "memo"]
st.dataframe(source_accounts[show_cols], width="stretch", height=260)
st.dataframe(source_accounts[show_cols], width="stretch", height=220)
else:
st.info("last_balance가 입력된 활성 계좌/자산 항목이 없습니다.")
if not manual_assets.empty:
manual_assets["bucket_label"] = manual_assets["liquidity_bucket"].map(LIQUIDITY_BUCKET_LABELS).fillna(manual_assets["liquidity_bucket"])
manual_assets["valuation_display"] = manual_assets["amount"].map(format_krw)
st.caption("수기 자산/부채(manual_assets) — 비거래 자산 권위 소스")
st.dataframe(manual_assets[["name", "bucket_label", "valuation_display", "valuation_date", "source_note", "memo"]], width="stretch", height=180)
render_section_label("📉", "지출 구조/예산")
budgets = pd.DataFrame(budget_report.get("items", []))