Refactor import and workflow services plus adapter seams

docs/batches/bat-013_20260703_advanced-workflow-service-split/design.md

@@ -0,0 +1,13 @@
+# BAT-013 Design
+
+## Architecture summary
+- `cross_transfer_service.py` owns matching helpers and review queue APIs.
+- `reconciliation_service.py` owns manual/partial-import balance reconciliation preview.
+- `assets_service.py` owns manual asset CRUD, snapshot close/read, liquidity/net-worth reporting, and valuation helpers.
+- `uncategorized_workbench_service.py` owns uncategorized list/summary/workbench/recommendation apply flows.
+- Existing broad modules become thin compatibility layers or keep only their non-moved responsibilities.
+
+## Verification focus
+- workflow-specific regression for cross-transfer/assets/reconciliation/workbench
+- full pytest and MCP discovery
+- provenance checks that public exports resolve to the new owning modules

docs/batches/bat-013_20260703_advanced-workflow-service-split/implementation.md

@@ -0,0 +1,48 @@
+# BAT-013 Implementation
+
+## Plan summary
+
+BAT-013 implements dcy-011 Phase 6 by extracting advanced finance workflows into dedicated owning application services: `cross_transfer_service.py`, `reconciliation_service.py`, `assets_service.py`, and `uncategorized_workbench_service.py`. Existing broad modules remain as compatibility layers so MCP/service/dashboard callers keep their contracts.
+
+## Changed files
+
+- `jarca_ledger_mcp/application/assets_service.py`
+- `jarca_ledger_mcp/application/asset_account_services.py`
+- `jarca_ledger_mcp/application/cross_transfer_service.py`
+- `jarca_ledger_mcp/application/import_transfer_services.py`
+- `jarca_ledger_mcp/application/reconciliation_service.py`
+- `jarca_ledger_mcp/application/transaction_report_services.py`
+- `jarca_ledger_mcp/application/uncategorized_workbench_service.py`
+- `jarca_ledger_mcp/application/categorization_services.py`
+- `jarca_ledger_mcp/application/__init__.py`
+- `jarca_ledger_mcp/service.py`
+- `docs/srs/index.md`
+- `docs/srs/Non-Functional/req-017_advanced-finance-workflow-service-split.md`
+- `docs/batches/index.md`
+- `docs/batches/bat-013_20260703_advanced-workflow-service-split/*`
+- `docs/discovery/dcy-011_20260703_backend-refactor-phase4-write-import-workflow-adapter-narrowing.md`
+
+## Execution log
+
+- 2026-07-03 07:55 KST: dcy-011 Phase 6 범위로 `REQ-017`/`BAT-013`를 생성하고 Approved 상태를 확정했다.
+- 2026-07-03 07:57~07:59 KST: AST-extracted function ranges를 기준으로 assets / cross-transfer / reconciliation / uncategorized workbench 흐름을 새 owning services로 이동했다.
+- 2026-07-03 07:59 KST: `asset_account_services.py`, `import_transfer_services.py`, `transaction_report_services.py`, `categorization_services.py`를 compatibility delegation 레이어로 축소했다.
+- 2026-07-03 08:00 KST: `application/__init__.py`와 `service.py` export/proxy surface를 새 owning modules까지 확장했다.
+- 2026-07-03 08:00~08:01 KST: targeted workflow regression, full pytest, MCP discovery, provenance checks를 실행했고 모두 PASS했다.
+
+## Validation
+
+- `python3 -m py_compile jarca_ledger_mcp/application/*.py jarca_ledger_mcp/service.py` → PASS
+- `pytest -q tests/test_cross_account_transfer_matching.py tests/test_asset_snapshots.py tests/test_categorization.py tests/test_contract_regression.py tests/test_service.py` → PASS (`24 passed`)
+- `pytest -q` → PASS (`42 passed, 4 skipped`)
+- `hermes mcp test jarca-ledger` → PASS (`Connected`, `Tools discovered: 56`)
+- `python3` provenance check → PASS
+  - cross-transfer APIs → `jarca_ledger_mcp.application.cross_transfer_service`
+  - reconciliation API → `jarca_ledger_mcp.application.reconciliation_service`
+  - asset workflows → `jarca_ledger_mcp.application.assets_service`
+  - uncategorized workbench APIs → `jarca_ledger_mcp.application.uncategorized_workbench_service`
+
+## Remaining risks / follow-up notes
+
+- broad compatibility layers still exist by design; final dcy-011 batch should narrow MCP/Streamlit adapter imports and refresh baseline docs.
+- top-level module names remain public to avoid breaking monkeypatch/tests; final cleanup should preserve this constraint.

docs/batches/bat-013_20260703_advanced-workflow-service-split/index.md

@@ -0,0 +1,21 @@
+# BAT-013 Advanced workflow service split
+
+- Profile: standard
+- Status: release-candidate
+- Included REQ: REQ-017
+- Discovery: dcy-011
+- Owner: 렛저장인
+- Date (KST): 2026-07-03
+
+## 목표
+
+REQ-017에 따라 cross-transfer, reconciliation, assets, uncategorized workbench를 owning application services로 분리하고 broad modules는 compatibility delegation으로 축소한다.
+
+## Delivery checklist
+
+- [ ] planning complete
+- [ ] design complete
+- [ ] implementation complete
+- [ ] verification complete
+- [ ] release-candidate promoted
+- [ ] REQ sync complete

docs/batches/bat-013_20260703_advanced-workflow-service-split/planning.md

@@ -0,0 +1,28 @@
+# BAT-013 Planning
+
+## Scope
+- Implement REQ-017 advanced workflow service split.
+- Preserve public API and workflow response contracts while relocating owning helpers with their workflows.
+- Leave adapter narrowing/baseline docs for the final dcy-011 batch.
+
+## Dependencies
+- dcy-011 confirmed Discovery.
+- REQ-017 Approved.
+- BAT-011/BAT-012 compatibility seams.
+- Existing workflow regression tests.
+
+## Work plan
+1. Extract cross-transfer workflow from `import_transfer_services.py` into `cross_transfer_service.py`.
+2. Extract reconciliation preview from `transaction_report_services.py` into `reconciliation_service.py`.
+3. Extract manual asset/snapshot/liquidity workflows from `asset_account_services.py` into `assets_service.py`.
+4. Extract uncategorized list/summary/workbench/recommendation flows from `categorization_services.py` into `uncategorized_workbench_service.py`.
+5. Update application/service export surfaces, run focused workflow regression + full pytest, then record evidence.
+
+## Design Gate
+- Result: standard batch 유지.
+- Reason: multiple domain modules and compatibility layers change together; broad-module decomposition needs explicit verification.
+
+## Risks and mitigations
+- Shared helper drift across moved workflows: move helper with first owner and verify with focused tests.
+- Contract regressions in dashboard/MCP callers: preserve public names and run full pytest + MCP discovery.
+- Partial extraction leaving dead imports: run py_compile and provenance check after relocation.

docs/batches/bat-013_20260703_advanced-workflow-service-split/verification.md

@@ -0,0 +1,36 @@
+# BAT-013 Verification
+
+## Verification summary
+
+Status: PASS
+
+Evidence was collected against synthetic/temp data only. No production ledger DB mutation or real financial files were used.
+
+## Acceptance criteria mapping
+
+### REQ-017
+- AC-1: PASS — `cross_transfer_service.py`, `reconciliation_service.py`, `assets_service.py`, `uncategorized_workbench_service.py` were created and now own their workflows.
+- AC-2: PASS — service/MCP/dashboard contract remained stable; MCP discovery still reports 56 tools.
+- AC-3: PASS — workflow-focused regression and full pytest both passed.
+- AC-4: PASS — BAT-013 implementation/verification docs record the actual changed files, commands, and outcomes.
+
+## Requirement state decision
+
+- REQ-017: Implemented.
+
+## Validation evidence
+
+- `python3 -m py_compile jarca_ledger_mcp/application/*.py jarca_ledger_mcp/service.py` → PASS
+- `pytest -q tests/test_cross_account_transfer_matching.py tests/test_asset_snapshots.py tests/test_categorization.py tests/test_contract_regression.py tests/test_service.py` → PASS (`24 passed`)
+- `pytest -q` → PASS (`42 passed, 4 skipped`)
+- `hermes mcp test jarca-ledger` → PASS (`Connected`, `Tools discovered: 56`)
+- Python provenance check on advanced workflow exports → PASS
+
+## Remaining issues
+
+### Hard blockers
+- None.
+
+### Non-blocking follow-up
+- MCP/Streamlit adapter surface narrowing
+- dcy-011 baseline/final status refresh and QC evidence sync