# 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.