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jarca-ledger-mcp/docs/batches/bat-016_20260708_review-decision-reconciliation-workbench/planning.md
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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.