fix: preserve schema 15 compatibility for v0.1.8

2026-10-17 18:27:53 +09:00
parent a97548c36b
commit 1134f058cc
61 changed files with 2650 additions and 644 deletions
@@ -5,7 +5,6 @@ from typing import Literal
 import os
 from dataclasses import dataclass
 from pathlib import Path
-from typing import Literal

 from dotenv import load_dotenv
 from mcp.server.fastmcp import FastMCP
@@ -119,9 +118,9 @@ def update_ledger_account(account_id: str, name: str | None = None, type: Litera
    return contracts.update_ledger_account(account_id, name=name, type=type, institution=institution, currency=currency, active=active, memo=memo, account_number_masked=account_number_masked, holder_name=holder_name, last_balance=last_balance, last_synced_at=last_synced_at, statement_status=statement_status, liquidity_bucket=liquidity_bucket, last_balance_basis_date=last_balance_basis_date)

@mcp.tool()
-def register_account_valuation(account_id: str, basis_date: str, amount: int, currency: str = "KRW", valuation_kind: str = "balance", source_type: str = "manual", source_ref: str = "", verification_status: str = "unverified", memo: str = "", idempotency_key: str = "", as_of_at: str | None = None, timezone: str | None = None, cost_basis: int | None = None, net_contributed: int | None = None, reported_principal_kind: str | None = None, reported_principal_label: str | None = None, profit: int | None = None, return_rate: float | None = None, return_basis: str | None = None, principal: int | None = None, interest: int | None = None, fee: int | None = None, representative_liability_definition: str | None = None) -> dict:
-    """Register an append-only account valuation evidence row."""
-    return contracts.register_account_valuation(account_id, basis_date, amount, currency, valuation_kind, source_type, source_ref, verification_status, memo, idempotency_key, as_of_at, timezone, cost_basis, net_contributed, reported_principal_kind, reported_principal_label, profit, return_rate, return_basis, principal, interest, fee, representative_liability_definition)
+def register_account_valuation(account_id: str, basis_date: str, amount: int, currency: str = "KRW", valuation_kind: str = "balance", source_type: str = "manual", source_ref: str = "", verification_status: str = "unverified", memo: str = "", idempotency_key: str = "", as_of_at: str | None = None, timezone: str | None = None, cost_basis: int | None = None, net_contributed: int | None = None, reported_principal_kind: str | None = None, reported_principal_label: str | None = None, profit: int | None = None, return_rate: float | None = None, return_basis: str | None = None, principal: int | None = None, interest: int | None = None, fee: int | None = None, representative_liability_definition: str | None = None, monthly_settlement_id: str | None = None, liquidity_bucket: str | None = None, selection_policy: str = "manual", valuation_source: str = "manual", source_note: str = "") -> dict:
+    """Register legacy valuation evidence, or an unverified canonical snapshot when monthly_settlement_id is supplied."""
+    return contracts.register_account_valuation(account_id, basis_date, amount, currency, valuation_kind, source_type, source_ref, verification_status, memo, idempotency_key, as_of_at, timezone, cost_basis, net_contributed, reported_principal_kind, reported_principal_label, profit, return_rate, return_basis, principal, interest, fee, representative_liability_definition, monthly_settlement_id=monthly_settlement_id, liquidity_bucket=liquidity_bucket, selection_policy=selection_policy, valuation_source=valuation_source, source_note=source_note)

@mcp.tool()
 def list_account_valuations(account_id: str, include_rejected: bool = True) -> dict:
@@ -143,6 +142,26 @@ def get_asset_liquidity_report() -> dict:
    """Return asset liquidity, debt, and net worth from shared account/manual valuation sources."""
    return contracts.get_asset_liquidity_report()

+@mcp.tool()
+def list_manual_assets(active_only: bool = True) -> dict:
+    """List manual non-transaction assets/liabilities used for net-worth valuation."""
+    return contracts.list_manual_assets(active_only=active_only)
+
+@mcp.tool()
+def create_manual_asset(name: str, valuation_amount: int, valuation_date: str, liquidity_bucket: str, source_note: str, memo: str = "", currency: str = "KRW", active: bool = True) -> dict:
+    """Create a manual non-transaction asset/liability valuation row."""
+    return contracts.create_manual_asset(name, valuation_amount, valuation_date, liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
+
+@mcp.tool()
+def update_manual_asset(asset_id: str, name: str | None = None, valuation_amount: int | None = None, valuation_date: str | None = None, liquidity_bucket: str | None = None, source_note: str | None = None, memo: str | None = None, currency: str | None = None, active: bool | None = None) -> dict:
+    """Update selected fields on a manual asset/liability valuation row."""
+    return contracts.update_manual_asset(asset_id, name=name, valuation_amount=valuation_amount, valuation_date=valuation_date, liquidity_bucket=liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
+
+@mcp.tool()
+def deactivate_manual_asset(asset_id: str, hard_delete: bool = False) -> dict:
+    """Deactivate a manual asset/liability by default; hard delete only for exceptional cleanup."""
+    return contracts.deactivate_manual_asset(asset_id, hard_delete=hard_delete)
+
@mcp.tool()
 def preview_asset_snapshot_close(basis_date: str = "", selection_policy: str = "exact") -> dict:
    """Preview a month-end asset snapshot close without mutating the database."""
@@ -477,3 +496,15 @@ def set_settlement_cashflow_policy(draft_id: str, expected_version: int, updated
 def get_monthly_settlement_snapshot(month: str = "", run_id: str = "") -> dict:
    """Read a saved monthly settlement snapshot, optionally selecting an exact run."""
    return contracts.get_monthly_settlement_snapshot(month, run_id)
+
+
+@mcp.tool()
+def list_monthly_settlement_history(month: str = "") -> dict:
+    """List immutable monthly settlement close and correction runs."""
+    return contracts.list_monthly_settlement_history(month)
+
+
+@mcp.tool()
+def get_monthly_settlement_history_record(run_id: str) -> dict:
+    """Read one immutable monthly settlement history record by run ID."""
+    return contracts.get_monthly_settlement_history_record(run_id)
@@ -12,6 +12,8 @@ from ...service import (
    set_settlement_draft_item as set_settlement_draft_item,
    set_settlement_cashflow_policy as set_settlement_cashflow_policy,
    get_monthly_settlement_snapshot as get_monthly_settlement_snapshot,
+    list_monthly_settlement_history as list_monthly_settlement_history,
+    get_monthly_settlement_history_record as get_monthly_settlement_history_record,
    update_settlement_draft as update_settlement_draft,
    annotations as annotations,
    apply_categorization_rules as apply_categorization_rules,
@@ -22,6 +24,8 @@ from ...service import (
    create_ledger_budget as create_ledger_budget,
    create_ledger_category as create_ledger_category,
    create_ledger_transaction as create_ledger_transaction,
+    create_manual_asset as create_manual_asset,
+    deactivate_manual_asset as deactivate_manual_asset,
    delete_category_rule as delete_category_rule,
    delete_ledger_category as delete_ledger_category,
    delete_ledger_transaction as delete_ledger_transaction,
@@ -64,6 +68,7 @@ from ...service import (
    list_ledger_categories as list_ledger_categories,
    list_ledger_import_batches as list_ledger_import_batches,
    list_ledger_transactions as list_ledger_transactions,
+    list_manual_assets as list_manual_assets,
    list_uncategorized_transactions as list_uncategorized_transactions,
    preview_asset_snapshot_close as preview_asset_snapshot_close,
    preview_categorization as preview_categorization,
@@ -80,6 +85,7 @@ from ...service import (
    update_category_rule as update_category_rule,
    update_ledger_account as update_ledger_account,
    update_ledger_transaction as update_ledger_transaction,
+    update_manual_asset as update_manual_asset,
 )

 TOOL_CONTRACTS = {
@@ -90,6 +96,7 @@ TOOL_CONTRACTS = {
        "set_settlement_draft_item", "review_settlement_draft",
        "approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft",
        "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
+        "list_monthly_settlement_history", "get_monthly_settlement_history_record",
    )
 }

@@ -99,6 +106,7 @@ __all__ = [
    "refresh_settlement_draft_targets", "review_settlement_draft",
    "set_settlement_draft_item", "update_settlement_draft",
    "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
+    "list_monthly_settlement_history", "get_monthly_settlement_history_record",
    "annotations",
    "apply_categorization_rules",
    "close_asset_snapshot",
@@ -108,6 +116,8 @@ __all__ = [
    "create_ledger_budget",
    "create_ledger_category",
    "create_ledger_transaction",
+    "create_manual_asset",
+    "deactivate_manual_asset",
    "delete_category_rule",
    "delete_ledger_category",
    "delete_ledger_transaction",
@@ -150,6 +160,7 @@ __all__ = [
    "list_ledger_categories",
    "list_ledger_import_batches",
    "list_ledger_transactions",
+    "list_manual_assets",
    "list_uncategorized_transactions",
    "preview_asset_snapshot_close",
    "preview_categorization",
@@ -166,4 +177,5 @@ __all__ = [
    "update_category_rule",
    "update_ledger_account",
    "update_ledger_transaction",
+    "update_manual_asset",
 ]
@@ -2,10 +2,18 @@ from __future__ import annotations

 from ...service import (
    close_asset_snapshot as close_asset_snapshot,
+    create_manual_asset as create_manual_asset,
+    deactivate_manual_asset as deactivate_manual_asset,
+    list_manual_assets as list_manual_assets,
    preview_asset_snapshot_close as preview_asset_snapshot_close,
+    update_manual_asset as update_manual_asset,
 )

 __all__ = [
    "close_asset_snapshot",
+    "create_manual_asset",
+    "deactivate_manual_asset",
+    "list_manual_assets",
    "preview_asset_snapshot_close",
+    "update_manual_asset",
 ]