jarca-ledger-mcp/docs/srs/Interface/req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md

REQ-023 Monthly settlement dashboard shell, KPI, cashflow, and budget sections

• Status: Proposed
• Type: Interface
• Priority: High
• Owner: 렛저장인
• Source Discovery: docs/discovery/dcy-015_20260711_monthly-settlement-page-requirements-wireframe.md
• Depends On: REQ-022
• Created At (KST): 2026-07-11 20:56 KST

1. Intent

Add the visible Streamlit 월정산 page shell and implement the first user-facing sections that rely on the REQ-022 read model.

2. In Scope

• Add 월정산 to Streamlit routing/sidebar.
• Provide Header / 월 선택 with selected month, basis date, KST timestamp, and read-only status badge.
• Render 월간 핵심 KPI: actual income, actual expense, net cashflow, savings rate, budget overrun count, unresolved blocker count.
• Render 현금흐름 / 지출 구조 using existing category/person/cashflow groupings where available.
• Render 예산 대비 점검 with budget, actual, remaining, usage rate, and status.
• Provide user-friendly CTA/menu guidance to existing transaction/budget pages without creating new writes.
• Add AppTest coverage for page routing, headings, month selector, and key section rendering.

3. Out of Scope

• Detailed blocker/import/account/asset status sections.
• Evidence/next action section hardening.
• Monthly close persistence, MCP tool, or export.

4. Acceptance Criteria

• AC-1: Streamlit can navigate to 월정산.
• AC-2: The page displays selected month and basis date.
• AC-3: KPI, cashflow/spending structure, and budget sections render on the synthetic fixture DB.
• AC-4: The UI calls the read-model/gateway seam rather than duplicating core formulas in dashboard/app.py.
• AC-5: AppTest verifies the core headings and representative KPI/budget content.
• AC-6: python -m ruff check . and the relevant dashboard tests pass.

5. Notes

This slice intentionally stops before operational blocker/import/asset sections to keep the first UI delivery small and verifiable.