2.0 KiB
2.0 KiB
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
- Persistence foundation
- Add review decision and reconciliation session schema via additive/idempotent migration.
- Add repository/service helpers with validation DB coverage.
- 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.
- Streamlit workbench
- Add minimal operator actions for record/update/hold/recheck/release.
- Reflect persisted state in dashboard/workbench counts.
- Network MCP surface
- Add safe read/mutation tools for review decisions and reconciliation sessions.
- Exclude destructive delete/reset tools.
- 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.