feat: implement asset snapshot and manual asset read model
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@@ -51,9 +51,24 @@ def update_ledger_account(account_id: str, name: str | None = None, type: str |
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@mcp.tool()
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def get_asset_liquidity_report() -> dict:
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"""Return asset liquidity, debt, and net worth from account liquidity buckets and last_balance."""
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"""Return asset liquidity, debt, and net worth from shared account/manual valuation sources."""
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return service.get_asset_liquidity_report()
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@mcp.tool()
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def list_manual_assets(active_only: bool = True) -> dict:
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"""List manual non-transaction assets/liabilities used for net-worth valuation."""
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return service.list_manual_assets(active_only=active_only)
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@mcp.tool()
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def get_asset_snapshot_report(basis_date: str = "") -> dict:
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"""Return basis-date asset snapshot/net-worth report with live-authority fallback."""
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return service.get_asset_snapshot_report(basis_date=basis_date)
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@mcp.tool()
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def get_net_worth_timeseries(start_date: str = "", end_date: str = "", months: int = 12) -> dict:
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"""Return net-worth timeseries from stored asset snapshot rows."""
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return service.get_net_worth_timeseries(start_date=start_date, end_date=end_date, months=months)
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@mcp.tool()
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def get_balance_reconciliation_report(account_id: str = "", baseline_balance: int | None = None, baseline_at: str = "", source_note: str = "", memo: str = "", tolerance: int = 1000) -> dict:
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"""Preview balance reconciliation for manual_only/partial_import accounts without mutating the DB."""
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