feat: add persistent monthly settlement drafts and approved valuation selection

jarca_ledger_mcp/infrastructure/sqlite/migrations.py

@@ -18,6 +18,31 @@ def _add_missing_columns(conn: sqlite3.Connection, table: str, columns: dict[str
 
 def migrate_db(conn: sqlite3.Connection) -> None:
     """Apply additive, idempotent migrations only."""
+    conn.execute("""CREATE TABLE IF NOT EXISTS settlement_drafts (
+        id TEXT PRIMARY KEY, month TEXT NOT NULL, basis_date TEXT NOT NULL,
+        status TEXT NOT NULL, version INTEGER NOT NULL, created_by TEXT NOT NULL,
+        created_at TEXT NOT NULL, updated_at TEXT NOT NULL, memo TEXT NOT NULL DEFAULT '',
+        create_key TEXT NOT NULL UNIQUE, correction_of_run_id TEXT NOT NULL DEFAULT '',
+        correction_reason TEXT NOT NULL DEFAULT '', final_run_id TEXT NOT NULL DEFAULT '',
+        final_response TEXT NOT NULL DEFAULT '', cancelled_by TEXT NOT NULL DEFAULT '',
+        cancellation_reason TEXT NOT NULL DEFAULT '', cancelled_at TEXT NOT NULL DEFAULT '',
+        approval_fingerprint TEXT NOT NULL DEFAULT '', approval_version INTEGER NOT NULL DEFAULT 0,
+        approved_by TEXT NOT NULL DEFAULT '', approved_at TEXT NOT NULL DEFAULT '',
+        approval_reason TEXT NOT NULL DEFAULT '', approval_reference TEXT NOT NULL DEFAULT '',
+        approval_flags TEXT NOT NULL DEFAULT '{}'
+    )""")
+    conn.execute("CREATE UNIQUE INDEX IF NOT EXISTS idx_settlement_drafts_active_month ON settlement_drafts(month) WHERE status='active'")
+    conn.execute("CREATE INDEX IF NOT EXISTS idx_settlement_drafts_month ON settlement_drafts(month,created_at)")
+    _add_missing_columns(conn, "settlement_drafts", {"original_request_hash": "TEXT NOT NULL DEFAULT ''"})
+    conn.execute("""CREATE TABLE IF NOT EXISTS settlement_draft_items (
+        id TEXT PRIMARY KEY, draft_id TEXT NOT NULL REFERENCES settlement_drafts(id),
+        source_type TEXT NOT NULL, source_id TEXT NOT NULL, valuation_id TEXT NOT NULL DEFAULT '',
+        selection_mode TEXT NOT NULL DEFAULT 'exact', selection_reason TEXT NOT NULL DEFAULT '',
+        included INTEGER NOT NULL DEFAULT 1, exclusion_reason TEXT NOT NULL DEFAULT '',
+        version INTEGER NOT NULL DEFAULT 1, selected_by TEXT NOT NULL DEFAULT '',
+        selected_at TEXT NOT NULL DEFAULT '', evidence_json TEXT NOT NULL DEFAULT '{}',
+        UNIQUE(draft_id,source_type,source_id)
+    )""")
     _add_missing_columns(conn, "accounts", ACCOUNT_ADDITIVE_COLUMNS)
     _add_missing_columns(conn, "transactions", TRANSACTION_ADDITIVE_COLUMNS)
     conn.execute("CREATE INDEX IF NOT EXISTS idx_transactions_datetime ON transactions(transaction_datetime)")
@@ -116,7 +141,7 @@ def migrate_db(conn: sqlite3.Connection) -> None:
         applied_evidence TEXT NOT NULL DEFAULT '[]', excluded_evidence TEXT NOT NULL DEFAULT '[]',
         carried_evidence TEXT NOT NULL DEFAULT '[]', request_fingerprint TEXT NOT NULL DEFAULT '', created_at TEXT NOT NULL
     )""")
-    _add_missing_columns(conn, "asset_snapshot_runs", {"request_fingerprint": "TEXT NOT NULL DEFAULT ''"})
+    _add_missing_columns(conn, "asset_snapshot_runs", {"request_fingerprint": "TEXT NOT NULL DEFAULT ''", "draft_id": "TEXT NOT NULL DEFAULT ''", "draft_version": "INTEGER NOT NULL DEFAULT 0", "review_fingerprint": "TEXT NOT NULL DEFAULT ''"})
     conn.execute("CREATE UNIQUE INDEX IF NOT EXISTS idx_asset_snapshot_runs_idempotency ON asset_snapshot_runs(idempotency_key) WHERE idempotency_key <> ''")
     conn.execute("CREATE UNIQUE INDEX IF NOT EXISTS idx_asset_snapshot_runs_initial_basis ON asset_snapshot_runs(basis_date) WHERE correction_of_run_id = ''")
     conn.execute("CREATE UNIQUE INDEX IF NOT EXISTS idx_asset_snapshot_runs_correction_parent ON asset_snapshot_runs(correction_of_run_id) WHERE correction_of_run_id <> ''")

jarca_ledger_mcp/infrastructure/sqlite/schema.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-SCHEMA_VERSION = "12"
+SCHEMA_VERSION = "13"
 
 SCHEMA_SQL = """
 PRAGMA journal_mode=WAL;