Preserve inactive-category fallback and saved settlement header evidence

tests/test_comprehensive_settlement_adapters.py

@@ -4,6 +4,7 @@ import inspect
 from pathlib import Path
 
 from jarca_ledger_mcp import service
+from test_comprehensive_settlement import schema_thirteen_conditional_close  # noqa: F401
 
 POLICY = "set_settlement_cashflow_policy"
 READER = "get_monthly_settlement_snapshot"
@@ -256,6 +257,43 @@ def test_authenticated_dashboard_renders_saved_comprehensive_snapshot(tmp_path,
 
 import pytest
 
+
+def test_saved_monthly_panel_renders_real_conditional_exclusion_carry_and_approval(schema_thirteen_conditional_close, monkeypatch):  # noqa: F811 - imported pytest fixture
+    import json
+    from streamlit.testing.v1 import AppTest
+    from jarca_ledger_mcp.db import init_db
+    from jarca_ledger_mcp.adapters.streamlit import overview_gateway, reconciliation_gateway, settlement_gateway
+
+    path, missing, carried, closed, _ = schema_thirteen_conditional_close
+    # Migrate the authentic schema-13 baseline in place, then exercise the real
+    # service through its public Streamlit gateway; no saved response is mocked.
+    init_db(path)
+    snapshot = settlement_gateway.get_monthly_settlement_snapshot(run_id=closed["snapshot_run_id"], db_path=path)
+    assert snapshot["success"]
+    excluded = next(row for row in snapshot["excluded_items"] if row["source_id"] == missing)
+    carry = next(row for row in snapshot["carried_items"] if row["source_id"] == carried)
+    approval = snapshot["approval"]
+    assert approval
+
+    monkeypatch.setattr(overview_gateway, "get_monthly_settlement_summary", lambda *a, **k: {"success": True, "month": "2026-09", "reports": {}})
+    monkeypatch.setattr(overview_gateway, "list_cross_transfer_review_queue", lambda *a, **k: {"success": True, "items": []})
+    monkeypatch.setattr(overview_gateway, "list_ledger_import_batches", lambda *a, **k: {"success": True, "import_batches": []})
+    monkeypatch.setattr(overview_gateway, "get_asset_snapshot_report", lambda *a, **k: {"success": False})
+    monkeypatch.setattr(reconciliation_gateway, "get_review_operating_indicators", lambda *a, **k: {"success": True, "indicators": {}})
+    monkeypatch.setattr(reconciliation_gateway, "get_balance_reconciliation_report", lambda *a, **k: {"success": True, "items": []})
+    monkeypatch.setattr(settlement_gateway, "list_settlement_drafts", lambda *a, **k: {"success": True, "drafts": []})
+    app = AppTest.from_string(
+        f"from dashboard.page_views.monthly_settlement import page_monthly_settlement\n"
+        f"page_monthly_settlement({path!r})", default_timeout=30).run()
+    assert not app.exception, f"saved panel AppTest failed before field assertions: {app.exception}"
+    body = "\\n".join(str(x.value) for x in list(app.caption) + list(app.markdown) + list(app.text) + list(app.warning) + list(app.info))
+    body += "\\n" + json.dumps([frame.value.to_dict("records") for frame in app.dataframe], ensure_ascii=False, default=str)
+    assert missing in body and excluded["reason"] in body, "saved panel must render excluded_items source_id and reason"
+    assert carried in body and carry["valuation_date"] in body, "saved panel must render carried_items source_id and historical valuation_date"
+    for key in ("approved_by", "approval_reason", "approval_reference"):
+        assert approval[key] in body, f"saved panel must render approval.{key} from the saved response"
+
+
 def test_draft_cashflow_blocker_renders_safe_transaction_id_and_reason(monkeypatch):
     from streamlit.testing.v1 import AppTest
     from jarca_ledger_mcp.adapters.streamlit import settlement_gateway