feat: extend comprehensive monthly settlement snapshots (#18)

jarca_ledger_mcp/adapters/mcp/server.py

@@ -484,3 +484,14 @@ def finalize_settlement_draft(draft_id: str, expected_version: int, review_finge
 @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)
+
+
+@mcp.tool()
+def set_settlement_cashflow_policy(draft_id: str, expected_version: int, updated_by: str, cashflow_policy: dict) -> dict:
+    """Set explicit monthly cashflow classification policy for a settlement draft."""
+    return contracts.set_settlement_cashflow_policy(draft_id, expected_version, updated_by, cashflow_policy)
+
+@mcp.tool()
+def get_monthly_settlement_snapshot(month: str = "", run_id: str = "") -> dict:
+    """Read a saved monthly settlement snapshot, optionally selecting an exact run."""
+    return contracts.get_monthly_settlement_snapshot(month, run_id)

jarca_ledger_mcp/adapters/mcp/tool_contracts.py

@@ -10,6 +10,8 @@ from ...service import (
     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,
+    set_settlement_cashflow_policy as set_settlement_cashflow_policy,
+    get_monthly_settlement_snapshot as get_monthly_settlement_snapshot,
     update_settlement_draft as update_settlement_draft,
     annotations as annotations,
     apply_categorization_rules as apply_categorization_rules,
@@ -91,6 +93,7 @@ TOOL_CONTRACTS = {
         "update_settlement_draft", "refresh_settlement_draft_targets",
         "set_settlement_draft_item", "review_settlement_draft",
         "approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft",
+        "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
     )
 }
 
@@ -99,6 +102,7 @@ __all__ = [
     "finalize_settlement_draft", "get_settlement_draft", "list_settlement_drafts",
     "refresh_settlement_draft_targets", "review_settlement_draft",
     "set_settlement_draft_item", "update_settlement_draft",
+    "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
     "annotations",
     "apply_categorization_rules",
     "close_asset_snapshot",

jarca_ledger_mcp/adapters/streamlit/settlement_gateway.py

@@ -9,15 +9,18 @@ from ...service import (
     create_settlement_draft as create_settlement_draft,
     finalize_settlement_draft as finalize_settlement_draft,
     get_settlement_draft as get_settlement_draft,
+    get_monthly_settlement_snapshot as get_monthly_settlement_snapshot,
     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,
+    set_settlement_cashflow_policy as set_settlement_cashflow_policy,
     update_settlement_draft as update_settlement_draft,
 )
 from ...application import settlement_draft_service as _draft_service
+from ...application import monthly_settlement_service as _monthly_service
 from ... import service as _service
 
 
@@ -32,7 +35,12 @@ def _guard(db_path: str | None) -> str:
 
 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
+        if fn.__name__ == "set_settlement_cashflow_policy":
+            target = _draft_service
+        elif fn.__name__ == "get_monthly_settlement_snapshot":
+            target = _monthly_service
+        else:
+            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__
@@ -47,6 +55,7 @@ for _name in (
     "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",
+    "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
 ):
     globals()[_name] = _wrap(getattr(_service, _name))
 
@@ -56,4 +65,5 @@ __all__ = [
     "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",
+    "set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
 ]