54 lines
2.5 KiB
Markdown
54 lines
2.5 KiB
Markdown
# BAT-016 Planning: Review decision persistence and reconciliation workbench
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## Planning Status
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- Status: completed
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- Profile: standard
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- Design Gate: yes
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- 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.
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## Objective
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Turn REQ-020 into a delivery plan for persisted review decisions and reconciliation sessions without changing existing public contracts destructively.
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## Work Slices
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1. Persistence foundation
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- Add review decision and reconciliation session schema via additive/idempotent migration.
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- Add service helpers with validation DB coverage.
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2. Application integration
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- Connect cross-transfer review queue, reconciliation report, and uncategorized workbench to persisted decision/session state.
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- Preserve existing response fields with additive extensions only.
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3. Streamlit workbench
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- Add minimal operator actions for record/update/hold/recheck/release.
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- Reflect persisted state in dashboard/workbench counts.
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4. Network MCP surface
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- Add safe read/mutation tools for review decisions and reconciliation sessions.
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- Exclude destructive delete/reset tools.
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5. Baseline and verification
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- Update data model, project structure, runtime flows.
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- Add pytest, MCP surface smoke, Streamlit/dashboard and DB safety evidence.
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## Acceptance Source
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- REQ-020 Acceptance Criteria 1-10.
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## Dependencies
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- dcy-013/BAT-015 network MCP endpoint remains the deployment substrate; BAT-016 does not redesign transport.
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- Existing SQLite migration path must remain additive/idempotent.
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- Existing dashboard and MCP consumers must keep their current response fields.
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## Milestones
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1. Schema + service implementation.
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2. Adapter/UI integration.
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3. Targeted tests and full local regression.
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4. StagePilot artifact update and PR/CI validation.
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## Risks
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- Source-of-truth ambiguity between current transaction/account state and persisted decision state.
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- Session granularity mismatch across account-level reconciliation and item-level review decisions.
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- Sensitive memo/payload over-storage.
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- MCP/Streamlit contract drift.
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## Handoff Readiness
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- Ready for design drafting: completed.
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- Ready for implementation: completed after design decisions below.
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- Lead authority needed before delivery: no additional user decision is currently open; scope is approved in dcy-012 and REQ-020.
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- Kanban status: deliberately not used for this recovery path per explicit user instruction.
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