chore(jarca-ledger): finalize approved batch docs, dashboard, and CI smoke updates

This commit is contained in:
Jarca
2026-06-30 16:06:47 +09:00
parent 67d8d4871b
commit 4929e52189
75 changed files with 8367 additions and 252 deletions
+17 -2
View File
@@ -35,15 +35,30 @@ def get_ledger_backup_status(file_path: str, include_hash: bool = True, include_
return service.get_ledger_backup_status(file_path, include_hash=include_hash, include_integrity=include_integrity)
@mcp.tool()
def create_ledger_account(name: str, type: str = "bank", institution: str = "", currency: str = "KRW", active: bool = True, memo: str = "", account_number_masked: str = "", holder_name: str = "", last_balance: int | None = None, last_synced_at: str = "") -> dict:
def create_ledger_account(name: str, type: str = "bank", institution: str = "", currency: str = "KRW", active: bool = True, memo: str = "", account_number_masked: str = "", holder_name: str = "", last_balance: int | None = None, last_synced_at: str = "", statement_status: str = "unknown", liquidity_bucket: str = "other") -> dict:
"""Create an account/card/cash/investment/loan ledger account."""
return service.create_ledger_account(name, type, institution, currency, active, memo, account_number_masked, holder_name, last_balance, last_synced_at)
return service.create_ledger_account(name, type, institution, currency, active, memo, account_number_masked, holder_name, last_balance, last_synced_at, statement_status, liquidity_bucket)
@mcp.tool()
def list_ledger_accounts(active_only: bool = True) -> dict:
"""List ledger accounts and cards."""
return service.list_ledger_accounts(active_only)
@mcp.tool()
def update_ledger_account(account_id: str, name: str | None = None, type: str | None = None, institution: str | None = None, currency: str | None = None, active: bool | None = None, memo: str | None = None, account_number_masked: str | None = None, holder_name: str | None = None, last_balance: int | None = None, last_synced_at: str | None = None, statement_status: str | None = None, liquidity_bucket: str | None = None) -> dict:
"""Update selected account fields, including statement_status/liquidity_bucket for manual reconciliation."""
return service.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)
@mcp.tool()
def get_asset_liquidity_report() -> dict:
"""Return asset liquidity, debt, and net worth from account liquidity buckets and last_balance."""
return service.get_asset_liquidity_report()
@mcp.tool()
def get_balance_reconciliation_report(account_id: str = "", baseline_balance: int | None = None, baseline_at: str = "", source_note: str = "", memo: str = "", tolerance: int = 1000) -> dict:
"""Preview balance reconciliation for manual_only/partial_import accounts without mutating the DB."""
return service.get_balance_reconciliation_report(account_id, baseline_balance, baseline_at, source_note, memo, tolerance)
@mcp.tool()
def create_ledger_transaction(transaction_date: str = "", type: str = "expense", amount: int = 0, category: str = "", subcategory: str = "", merchant: str = "", description: str = "", account_id: str = "", payment_method: str = "", person: str = "", project: str = "", tags: list[str] | str | None = None, is_fixed: bool = False, currency: str = "KRW", posted_date: str = "", source: str = "manual", external_id: str = "", memo: str = "", dedupe: bool = True) -> dict:
"""Create an income, expense, transfer, refund, or adjustment transaction. Amount is positive KRW minor unit; type determines direction."""