feat: add persistent monthly settlement drafts and approved valuation selection

jarca_ledger_mcp/adapters/mcp/server.py

@@ -443,3 +443,44 @@ def main() -> None:
 
 if __name__ == "__main__":
     main()
+
+
+@mcp.tool()
+def create_settlement_draft(month: str, created_by: str, idempotency_key: str, basis_date: str = "", memo: str = "", correction_of_run_id: str = "", correction_reason: str = "") -> dict:
+    return contracts.create_settlement_draft(month, created_by, idempotency_key, basis_date, memo, correction_of_run_id, correction_reason)
+
+@mcp.tool()
+def list_settlement_drafts(month: str = "") -> dict:
+    return contracts.list_settlement_drafts(month)
+
+@mcp.tool()
+def get_settlement_draft(draft_id: str) -> dict:
+    return contracts.get_settlement_draft(draft_id)
+
+@mcp.tool()
+def update_settlement_draft(draft_id: str, expected_version: int, updated_by: str, memo: str) -> dict:
+    return contracts.update_settlement_draft(draft_id, expected_version, updated_by, memo)
+
+@mcp.tool()
+def refresh_settlement_draft_targets(draft_id: str, expected_version: int, updated_by: str) -> dict:
+    return contracts.refresh_settlement_draft_targets(draft_id, expected_version, updated_by)
+
+@mcp.tool()
+def set_settlement_draft_item(draft_id: str, source_type: str, source_id: str, expected_version: int, selected_by: str, valuation_id: str = "", selection_mode: str = "exact", selection_reason: str = "", included: bool = True, exclusion_reason: str = "") -> dict:
+    return contracts.set_settlement_draft_item(draft_id, source_type, source_id, expected_version, selected_by, valuation_id, selection_mode, selection_reason, included, exclusion_reason)
+
+@mcp.tool()
+def review_settlement_draft(draft_id: str) -> dict:
+    return contracts.review_settlement_draft(draft_id)
+
+@mcp.tool()
+def approve_settlement_draft(draft_id: str, expected_version: int, review_fingerprint: str, approved_by: str, approval_reason: str, approval_reference: str, allow_missing_exclusions: bool = False, allow_carried_before: bool = False, allow_manual_substitute: bool = False) -> dict:
+    return contracts.approve_settlement_draft(draft_id, expected_version, review_fingerprint, approved_by, approval_reason, approval_reference, allow_missing_exclusions, allow_carried_before, allow_manual_substitute)
+
+@mcp.tool()
+def finalize_settlement_draft(draft_id: str, expected_version: int, review_fingerprint: str, idempotency_key: str) -> dict:
+    return contracts.finalize_settlement_draft(draft_id, expected_version, review_fingerprint, idempotency_key)
+
+@mcp.tool()
+def cancel_settlement_draft(draft_id: str, expected_version: int, cancelled_by: str, reason: str) -> dict:
+    return contracts.cancel_settlement_draft(draft_id, expected_version, cancelled_by, reason)

jarca_ledger_mcp/adapters/mcp/tool_contracts.py

@@ -1,6 +1,16 @@
 from __future__ import annotations
 
 from ...service import (
+    approve_settlement_draft as approve_settlement_draft,
+    cancel_settlement_draft as cancel_settlement_draft,
+    create_settlement_draft as create_settlement_draft,
+    finalize_settlement_draft as finalize_settlement_draft,
+    get_settlement_draft as get_settlement_draft,
+    list_settlement_drafts as list_settlement_drafts,
+    refresh_settlement_draft_targets as refresh_settlement_draft_targets,
+    review_settlement_draft as review_settlement_draft,
+    set_settlement_draft_item as set_settlement_draft_item,
+    update_settlement_draft as update_settlement_draft,
     annotations as annotations,
     apply_categorization_rules as apply_categorization_rules,
     close_asset_snapshot as close_asset_snapshot,
@@ -74,7 +84,21 @@ from ...service import (
     update_manual_asset as update_manual_asset,
 )
 
+TOOL_CONTRACTS = {
+    name: globals()[name]
+    for 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",
+    )
+}
+
 __all__ = [
+    "approve_settlement_draft", "cancel_settlement_draft", "create_settlement_draft",
+    "finalize_settlement_draft", "get_settlement_draft", "list_settlement_drafts",
+    "refresh_settlement_draft_targets", "review_settlement_draft",
+    "set_settlement_draft_item", "update_settlement_draft",
     "annotations",
     "apply_categorization_rules",
     "close_asset_snapshot",

jarca_ledger_mcp/adapters/streamlit/settlement_gateway.py

@@ -0,0 +1,59 @@
+from __future__ import annotations
+
+import inspect
+
+from ...service import (
+    approve_settlement_draft as approve_settlement_draft,
+    cancel_settlement_draft as cancel_settlement_draft,
+    correct_account_valuation as correct_account_valuation,
+    create_settlement_draft as create_settlement_draft,
+    finalize_settlement_draft as finalize_settlement_draft,
+    get_settlement_draft as get_settlement_draft,
+    list_account_valuations as list_account_valuations,
+    list_settlement_drafts as list_settlement_drafts,
+    refresh_settlement_draft_targets as refresh_settlement_draft_targets,
+    register_account_valuation as register_account_valuation,
+    review_settlement_draft as review_settlement_draft,
+    set_settlement_draft_item as set_settlement_draft_item,
+    update_settlement_draft as update_settlement_draft,
+)
+from ...application import settlement_draft_service as _draft_service
+from ... import service as _service
+
+
+def _resolve_db_path() -> str:
+    from ...db import resolve_db_path
+    return str(resolve_db_path())
+
+
+def _guard(db_path: str | None) -> str:
+    return db_path or _resolve_db_path()
+
+
+def _wrap(fn):
+    def call(*args, db_path=None, **kwargs):
+        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
+        return getattr(target, fn.__name__)(*args, db_path=_guard(db_path), **kwargs)
+    call.__name__ = fn.__name__
+    call.__doc__ = fn.__doc__
+    call.__signature__ = inspect.signature(fn)
+    return call
+
+
+# Keep the service signatures unchanged; path resolution/auth is adapter policy.
+for _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",
+    "register_account_valuation", "list_account_valuations", "correct_account_valuation",
+):
+    globals()[_name] = _wrap(getattr(_service, _name))
+
+__all__ = [
+    "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",
+    "register_account_valuation", "list_account_valuations", "correct_account_valuation",
+]