3.7 KiB
3.7 KiB
BAT-008 Verification
Verification summary
Status: PASS
Evidence collected against synthetic/temp data only. No production ledger DB mutation or real financial files were used.
Acceptance criteria mapping
REQ-009
- AC-1: PASS
- Evidence:
tests/test_asset_snapshots.py::test_asset_snapshot_schema_is_additive_and_idempotent db.pyaddsmanual_assetsandasset_snapshotsvia additive/idempotent schema + migration path.
- Evidence:
- AC-2: PASS
- Evidence:
create_manual_asset/list_manual_assetsservice path + synthetic probe output includesname,valuation_amount,valuation_date,liquidity_bucket,source_note.
- Evidence:
- AC-3: PASS
- Evidence:
create_asset_snapshotstores basis date/source target/amount/bucket/source note;test_snapshot_rows_are_append_only_and_timeseries_uses_same_formulaproves append-only readback.
- Evidence:
- AC-4: PASS
- Evidence:
valuation_policyandauthority_sourcefields distinguishaccounts.last_balance,manual_assets, andasset_snapshots; docs updated indocs/data-model.mdanddocs/runtime-flows.md.
- Evidence:
- AC-5: PASS
- Evidence: valuation helper formula is
asset_buckets - loan; synthetic probe returned303000000 - 120000000 = 183000000; unvalued items are excluded rather than inferred.
- Evidence: valuation helper formula is
- AC-6: PASS
- Evidence:
tests/test_asset_snapshots.py::test_asset_liquidity_report_empty_new_tables_preserves_req005_fallbackconfirms empty new tables preserve REQ-005 path withsource='accounts.last_balance'.
- Evidence:
- AC-7: PASS
- Evidence:
docs/data-model.md,docs/runtime-flows.md, anddocs/project-structure.mdnow document the new tables, authority-source rule, and month-end snapshot flow.
- Evidence:
REQ-010
- AC-1: PASS
- Evidence:
server.pyexposesget_asset_snapshot_report; synthetic probe returnedbasis_date, per-bucket totals, liabilities, net worth, included/excluded items.
- Evidence:
- AC-2: PASS
- Evidence:
server.pyexposesget_net_worth_timeseries; service/test coverage proves identical formula per basis date.
- Evidence:
- AC-3: PASS
- Evidence:
server.pyexposeslist_manual_assets; synthetic probe returned name/value/date/bucket/source note payloads.
- Evidence:
- AC-4: PASS
- Evidence:
dashboard/app.pycaption explicitly states shared valuation helper;service.pycentralizes calculation for dashboard + MCP.
- Evidence:
- AC-5: PASS
- Evidence: same fallback regression test as REQ-009 AC-6 plus
get_asset_liquidity_reportpreserves existing keys while adding optional explanatory fields.
- Evidence: same fallback regression test as REQ-009 AC-6 plus
- AC-6: PASS
- Evidence:
docs/interface-contract.md,docs/runtime-flows.md, anddocs/project-structure.mdupdated for read MCP contract and dashboard/MCP alignment.
- Evidence:
Requirement state decision
- REQ-009: Implemented promotion confirmed.
- REQ-010: Implemented promotion confirmed.
Validation evidence
python -m py_compile jarca_ledger_mcp/*.py dashboard/app.py→ passpytest tests/test_asset_snapshots.py tests/test_service.py tests/test_contract_regression.py -q→ pass (................. [100%])hermes mcp test jarca-ledger→ pass; stdio connected, 51 tools discovered, including the three new BAT-008 read tools- synthetic service probe → pass; confirmed live-authority fallback, stored-snapshot read path, and net-worth timeseries output
Remaining issues
Hard blockers
- None identified from the collected implementation evidence.
Non-blocking follow-up
- jarcaledgerqc final re-check returned:
PASS, REQ-009/REQ-010은 이제 Implemented로 전환해도 됩니다. - fresh Streamlit browser smoke on
http://127.0.0.1:8511renderedschema v9,자산 유동성 현황, and produced no browser console JS errors. - Snapshot creation/manual-asset CRUD MCP mutations remain intentionally out of scope for BAT-008.