feat: deliver schema 15 monthly settlement lifecycle

jarca_ledger_mcp/adapters/streamlit/assets_gateway.py

@@ -2,18 +2,10 @@ 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",
 ]

jarca_ledger_mcp/adapters/streamlit/overview_gateway.py

@@ -5,6 +5,7 @@ from ...service import (
     get_balance_reconciliation_report as get_balance_reconciliation_report,
     get_budget_vs_actual_report as get_budget_vs_actual_report,
     get_monthly_settlement_summary as get_monthly_settlement_summary,
+    list_monthly_settlement_overview as list_monthly_settlement_overview,
     get_monthly_cashflow_report as get_monthly_cashflow_report,
     get_ledger_db_status as get_ledger_db_status,
     health_check_readonly as health_check,
@@ -20,6 +21,7 @@ __all__ = [
     "get_balance_reconciliation_report",
     "get_budget_vs_actual_report",
     "get_monthly_settlement_summary",
+    "list_monthly_settlement_overview",
     "get_monthly_cashflow_report",
     "get_ledger_db_status",
     "health_check",

jarca_ledger_mcp/adapters/streamlit/settlement_gateway.py

@@ -10,6 +10,13 @@ from ...service import (
     finalize_settlement_draft as finalize_settlement_draft,
     get_settlement_draft as get_settlement_draft,
     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,
+    get_monthly_settlement_record as get_monthly_settlement_record,
+    list_account_snapshots_for_settlement as list_account_snapshots_for_settlement,
+    link_account_snapshot as link_account_snapshot,
+    unlink_account_snapshot as unlink_account_snapshot,
+    update_account_snapshot_category as update_account_snapshot_category,
     list_account_valuations as list_account_valuations,
     list_settlement_drafts as list_settlement_drafts,
     refresh_settlement_draft_targets as refresh_settlement_draft_targets,
@@ -21,6 +28,8 @@ from ...service import (
 )
 from ...application import settlement_draft_service as _draft_service
 from ...application import monthly_settlement_service as _monthly_service
+from ...application.transaction_report_services import get_monthly_cashflow_report as get_monthly_cashflow_report
+from ...application.transaction_report_services import get_settlement_cashflow_snapshot as get_settlement_cashflow_snapshot
 from ... import service as _service
 
 
@@ -33,11 +42,36 @@ def _guard(db_path: str | None) -> str:
     return db_path or _resolve_db_path()
 
 
+def create_monthly_settlement(month: str, created_by: str = "dashboard-admin", *, db_path=None):
+    return _monthly_service.create_monthly_settlement(month, created_by=created_by, db_path=_guard(db_path))
+
+def get_monthly_cashflow(month: str, *, settlement_id=None, closed=False, db_path=None):
+    if closed:
+        return get_settlement_cashflow_snapshot(str(settlement_id), db_path=_guard(db_path))
+    return get_monthly_cashflow_report(month, db_path=_guard(db_path))
+
+
+def review_monthly_settlement(settlement_id: str, *, db_path=None):
+    return _monthly_service.review_monthly_settlement(settlement_id, db_path=_guard(db_path))
+
+
+def approve_monthly_settlement(settlement_id: str, expected_version: int, review_fingerprint: str, approved_by: str = "dashboard-admin", *, db_path=None):
+    return _monthly_service.approve_monthly_settlement(settlement_id, expected_version, review_fingerprint, approved_by=approved_by, db_path=_guard(db_path))
+
+
+def close_monthly_settlement(settlement_id: str, expected_version: int, closed_by: str = "dashboard-admin", *, db_path=None):
+    return _monthly_service.close_monthly_settlement(settlement_id, expected_version, closed_by=closed_by, db_path=_guard(db_path))
+
+
+def cancel_monthly_settlement_approval(settlement_id: str, expected_version: int, approved_by: str = "dashboard-admin", *, db_path=None):
+    return _monthly_service.cancel_monthly_settlement_approval(settlement_id, expected_version, approved_by=approved_by, db_path=_guard(db_path))
+
+
 def _wrap(fn):
     def call(*args, db_path=None, **kwargs):
         if fn.__name__ == "set_settlement_cashflow_policy":
             target = _draft_service
-        elif fn.__name__ == "get_monthly_settlement_snapshot":
+        elif fn.__name__ in {"get_monthly_settlement_snapshot", "list_monthly_settlement_history", "get_monthly_settlement_history_record", "get_monthly_settlement_record", "list_account_snapshots_for_settlement", "link_account_snapshot", "unlink_account_snapshot"}:
             target = _monthly_service
         else:
             target = _draft_service if fn.__name__ in {"create_settlement_draft", "list_settlement_drafts", "get_settlement_draft", "update_settlement_draft", "refresh_settlement_draft_targets", "set_settlement_draft_item", "review_settlement_draft", "approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft"} else _service
@@ -54,8 +88,10 @@ for _name in (
     "update_settlement_draft", "refresh_settlement_draft_targets",
     "set_settlement_draft_item", "review_settlement_draft",
     "approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft",
+    "cancel_monthly_settlement_approval",
     "register_account_valuation", "list_account_valuations", "correct_account_valuation",
     "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
+    "list_monthly_settlement_history", "get_monthly_settlement_history_record", "get_monthly_settlement_record", "list_account_snapshots_for_settlement", "link_account_snapshot", "unlink_account_snapshot", "update_account_snapshot_category",
 ):
     globals()[_name] = _wrap(getattr(_service, _name))
 
@@ -64,6 +100,9 @@ __all__ = [
     "update_settlement_draft", "refresh_settlement_draft_targets",
     "set_settlement_draft_item", "review_settlement_draft",
     "approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft",
+    "cancel_monthly_settlement_approval",
     "register_account_valuation", "list_account_valuations", "correct_account_valuation",
     "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
+    "list_monthly_settlement_history", "get_monthly_settlement_history_record", "get_monthly_settlement_record", "list_account_snapshots_for_settlement",
+    "get_monthly_cashflow",
 ]