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feat: persist review workbench decisions (#1)

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Merge dcy-012 / REQ-020 / BAT-016 implementation after green CI.
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genichin
2026-07-08 10:22:53 +09:00
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docs/runtime-flows.md
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- Baseline Seed: `.stage-pilot/bootstrap/baseline.yaml`
- Status: draft
- Owner: Jarca / project maintainer
- Last Updated (KST): 2026-07-07
- Source Discovery / Batch: bootstrap-baseline, BAT-006, BAT-007, BAT-008, BAT-010, BAT-012, BAT-013, BAT-014, dcy-013/BAT-015
- Last Updated (KST): 2026-07-08
- Source Discovery / Batch: bootstrap-baseline, BAT-006, BAT-007, BAT-008, BAT-010, BAT-012, BAT-013, BAT-014, dcy-013/BAT-015, dcy-012/REQ-020/BAT-016
- Primary Runtime: mixed
## Project Summary
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3. Matched self-transfers become `이체 / 본인계좌이동`; investment movements become `이체 / 투자이동`; ambiguous rows remain `확인필요`.
4. Cancel/refund rows can be linked to original expense rows; memo tags preserve manual link evidence.
## Flow: `Review decision and reconciliation workbench persistence`
1. Operator reviews cross-account transfer candidates, reconciliation differences, or uncategorized recommendations in Streamlit or via MCP.
2. UI/MCP calls safe review decision tools such as `upsert_review_decision`, `hold_review_decision`, `mark_review_recheck`, and `release_review_decision`.
3. `review_decision_service.py` validates status/decision type, minimizes `target_payload`, drops sensitive keys, and writes `review_decisions`.
4. Reconciliation workflows call `upsert_reconciliation_session` or `close_reconciliation_session` for account/basis-date sessions stored in `reconciliation_sessions`.
5. Cross-transfer queue, balance reconciliation report, and uncategorized workbench re-read persisted state and return additive fields such as `review_status`, `review_decision`, and `reconciliation_session`.
6. Operating hub indicators aggregate pending review, held/recheck, unreconciled account count, last reconciliation close timestamp, and uncategorized recommendation backlog.
7. MCP tool surface remains non-destructive; delete/reset of review/session state is intentionally absent.
## Flow: `Operational backup, validation DB, and restore smoke`
1. Operator captures non-sensitive DB status evidence with `get_ledger_db_status`: path, size, mtime, sha256, integrity check, major table row counts, and aggregate totals.
2. Operator creates a timestamped backup in `/root/.local/share/jarca/backups/ledger/` with `create_ledger_backup`; retention keeps the most recent 30 days or newest 20 files.
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- 2026-07-03 KST: REQ-013/REQ-014/BAT-010 기준으로 service facade → application, db shim → infrastructure/sqlite, MCP/Streamlit adapter seam flow를 반영했다.
- 2026-07-03 KST: REQ-016/REQ-017/REQ-018 및 BAT-012/BAT-013/BAT-014 기준으로 imports/advanced owning services, parser seam, MCP tool_contracts, Streamlit page/domain gateway flow를 반영했다.
- 2026-07-07 KST: REQ-019/BAT-015 기준으로 Docker network MCP service flow와 legacy `jarca` DB → `jarca-ledger` volume migration flow를 추가했다.
- 2026-07-08 KST: REQ-020/BAT-016 기준으로 review decision/reconciliation workbench persistence flow와 운영 허브 지표 집계를 추가했다.