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feat: add persistent monthly settlement drafts and approved valuation selection

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gitea-impl-agent
2026-10-10 02:49:34 +00:00
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docs/project-structure.md
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@@ -210,3 +210,17 @@ The owner is the canonical decision or write boundary; consumers render or read
The Dashboard gateway is `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py` (including `get_asset_snapshot_report` and reconciliation/monthly read delegates). It calls shared application read services after `auth-before-DB`; page rendering is not an alternate policy or persistence boundary. A missing DB has stable unavailable semantics (`db_not_initialized`) and no-create behavior. The missing DB stable unavailable contract is no-create. An initialized DB read failure is `db_error`; initialized read has no write, migration, mkdir, or commit. The initialized DB read failure is db_error and initialized read has no write.
Reconciliation ownership remains in `reconciliation_service.py`: opening evidence and transaction coverage are required inputs. Missing opening evidence or incomplete coverage produces `INCOMPLETE_CALCULATION`/`reconciliation unavailable` with provenance, never an inferred balance or fake transaction.
## Issue #15 settlement draft ownership
| Path | Ownership / boundary |
|---|---|
| `jarca_ledger_mcp/application/settlement_draft_service.py` | Shared business validation, frozen selection/review/approval/finalize; owns no UI or transport behavior. |
| `jarca_ledger_mcp/application/monthly_settlement_service.py` | Read-only monthly aggregate; never draft mutation or transaction readiness write. |
| `jarca_ledger_mcp/application/assets_service.py` | Existing close/report authority; draft finalization does not call live-select close as shortcut. |
| `jarca_ledger_mcp/infrastructure/sqlite/migrations.py` | Additive schema 12→13 migration; schema initializer and migration constraints agree. |
| `jarca_ledger_mcp/adapters/mcp/server.py` | Thin same-name/same-signature MCP tools; no duplicate business logic, no new auth claim. |
| `jarca_ledger_mcp/adapters/streamlit/` | Existing Dashboard gateway boundary; auth-before-DB, explicit user actions only. |
| `tests/test_monthly_settlement_drafts.py` | Synthetic DB lifecycle, failure injection, replay and no-write regressions. |
Never document invented `jarca_ledger_mcp.mcp` or `monthly.py` modules. `transaction readiness` is separate from asset completeness and monthly reads remain read-only.