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jarca-ledger-mcp/docs/batches/bat-013_20260703_advanced-workflow-service-split/design.md
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BAT-013 Design

Architecture summary

  • cross_transfer_service.py owns matching helpers and review queue APIs.
  • reconciliation_service.py owns manual/partial-import balance reconciliation preview.
  • assets_service.py owns manual asset CRUD, snapshot close/read, liquidity/net-worth reporting, and valuation helpers.
  • uncategorized_workbench_service.py owns uncategorized list/summary/workbench/recommendation apply flows.
  • Existing broad modules become thin compatibility layers or keep only their non-moved responsibilities.

Verification focus

  • workflow-specific regression for cross-transfer/assets/reconciliation/workbench
  • full pytest and MCP discovery
  • provenance checks that public exports resolve to the new owning modules