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[verified] Implement account valuation history for issue 12

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gitea-impl-agent
2026-10-06 08:25:43 +00:00
parent 5813dd4841
commit 8df7c26c84
30 changed files with 1950 additions and 121 deletions
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dashboard/page_views/assets.py
+18 -5
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@@ -75,15 +75,28 @@ def page_assets(db_path: str) -> None:
st.divider()
render_section_label("🔒", "월말 스냅샷 Preview / Close")
st.caption("Preview는 DB를 변경하지 않습니다. 같은 기준일을 다시 close하면 정정 사유가 필요하며 기존 행을 덮어쓰지 않고 새 correction run을 append합니다.")
c1, c2, c3 = st.columns([1, 1.5, 1.5])
c1, c2, c3, c4 = st.columns([1, 1, 1.5, 1.5])
basis_date = c1.text_input("마감 기준일", value=f"{current_kst_month()}-01", help="YYYY-MM-DD")
close_note = c2.text_input("Close 출처 메모", value="month-end close")
correction_reason = c3.text_input("정정 사유(재마감 시 필수)", value="")
selection_policy = c2.selectbox("선택 정책", ["exact", "as_of"], format_func=lambda value: "정확히 해당일" if value == "exact" else "기준일 현재(as-of)")
close_note = c3.text_input("Close 출처 메모", value="month-end close")
correction_reason = c4.text_input("정정 사유(재마감 시 필수)", value="")
p1, p2 = st.columns(2)
approval_required = st.checkbox("조건부 close 승인 명시", value=False)
approval_cols = st.columns(3)
approved_by = approval_cols[0].text_input("승인자")
approval_reason = approval_cols[1].text_input("승인 사유")
approval_reference = approval_cols[2].text_input("승인 근거 참조")
allow_missing = st.checkbox("누락 제외 허용", value=False)
allow_carry = st.checkbox("as-of 이월 허용", value=False)
if p1.button("스냅샷 Preview", type="secondary"):
st.session_state["asset_snapshot_preview"] = assets_gateway.preview_asset_snapshot_close(basis_date, db_path=db_path)
st.session_state["asset_snapshot_preview"] = assets_gateway.preview_asset_snapshot_close(basis_date, selection_policy=selection_policy, db_path=db_path)
if p2.button("스냅샷 Close 실행", type="primary"):
st.session_state["asset_snapshot_close"] = assets_gateway.close_asset_snapshot(basis_date, source_note=close_note, correction_reason=correction_reason, db_path=db_path)
st.session_state["asset_snapshot_close"] = assets_gateway.close_asset_snapshot(
basis_date, source_note=close_note, correction_reason=correction_reason,
selection_policy=selection_policy, allow_missing_exclusions=allow_missing,
allow_as_of_carry_forward=allow_carry, approved_by=approved_by if approval_required else "",
approval_reason=approval_reason if approval_required else "", approval_reference=approval_reference if approval_required else "", db_path=db_path,
)
clear_cache()
preview = st.session_state.get("asset_snapshot_preview")
close_res = st.session_state.get("asset_snapshot_close")