Promote REQ-024 and REQ-025 to Implemented after PR #6 merge-backed verification. Mark BAT-018 through BAT-020 as merged and record GitHub Actions evidence.
34 lines
2.1 KiB
Markdown
34 lines
2.1 KiB
Markdown
# BAT-018: Monthly settlement dashboard shell, KPI, cashflow, and budget
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- Profile: batch-lite
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- Status: merged
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- Included REQ: REQ-023
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- Source Discovery: dcy-015
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- Root Delivery: dcy-015_monthly-settlement
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- Queue Item: 0
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- Created At (KST): 2026-07-12 10:31 KST
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## Objective
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Deliver the first visible `월정산` dashboard slice by adding the page shell, month selector/header status context, KPI cards, cashflow/spending structure, budget-vs-actual section, and existing-page CTA guidance on top of the implemented REQ-022 read model.
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## Included Scope
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- Add `월정산` to Streamlit navigation/routing in the isolated delivery worktree.
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- Render header/month selector with selected month, basis date, KST timestamp, and read-only status badge.
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- Render KPI cards for actual income, actual expense, net cashflow, savings rate, budget overrun count, and unresolved blocker count.
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- Render cashflow/spending structure and budget-vs-actual sections using the REQ-022 service/gateway seam rather than duplicating formulas in `dashboard/app.py`.
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- Add AppTest coverage for routing, key headings, month selector, and representative KPI/budget content.
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## Excluded Scope
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- Operational blocker/import/account/asset status sections tracked by REQ-024.
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- Evidence/next-action/doc hardening tracked by REQ-025.
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- Any monthly close persistence, export, MCP summary tool, or broader scope outside dcy-015 approved REQs.
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## Documents
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- [planning.md](planning.md)
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## Delivery Notes
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- Discovery root queue adopted exactly as handed off; no re-grouping or cross-REQ scope expansion applied.
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- REQ-022 remains an implemented dependency and must not be reimplemented by default.
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- BAT-018 implementation completed, and the third QC verdict (`.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md`) passed after the bounded read-only badge rework closed the last REQ-023 gap.
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- The first canonical dev-qc supervised run stalled before producing a verdict artifact; see `.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-stall-escalation.md` for the recovered earlier blocker trail.
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