# BAT-016 Planning: Review decision persistence and reconciliation workbench ## Planning Status - Status: draft - Profile: standard - Design Gate: yes - Design Gate Rationale: REQ-020 changes persistence schema, application service contracts, MCP tools, Streamlit UI flow, and operating hub aggregation. A design document is required before implementation. ## Objective Turn REQ-020 into a delivery plan that can be executed by delivery-runner with separated implementation and QC roles. ## Work Slices 1. Persistence foundation - Add review decision and reconciliation session schema via additive/idempotent migration. - Add repository/service helpers with validation DB coverage. 2. Application integration - Connect cross-transfer review queue, reconciliation report, and uncategorized workbench to persisted decision/session state. - Preserve existing response fields with additive extensions only. 3. Streamlit workbench - Add minimal operator actions for record/update/hold/recheck/release. - Reflect persisted state in dashboard/workbench counts. 4. Network MCP surface - Add safe read/mutation tools for review decisions and reconciliation sessions. - Exclude destructive delete/reset tools. 5. Baseline and verification - Update data model, project structure, runtime flows. - Add pytest, contract/smoke, Streamlit AppTest/HTTP smoke, and DB safety evidence. ## Acceptance Source - REQ-020 Acceptance Criteria 1-10. ## Risks - Source-of-truth ambiguity between current transaction/account state and persisted decision state. - Session granularity mismatch across account-level reconciliation and item-level review decisions. - Sensitive memo/payload over-storage. - MCP/Streamlit contract drift. ## Handoff Readiness - Ready for design drafting: yes. - Ready for implementation: no; design must define schema, state transitions, and interface contracts first. - Lead authority needed before delivery: no additional user decision is currently open; scope is approved in dcy-012 and REQ-020.