feat: extend comprehensive monthly settlement snapshots (#18)
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@@ -484,3 +484,14 @@ def finalize_settlement_draft(draft_id: str, expected_version: int, review_finge
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@mcp.tool()
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def cancel_settlement_draft(draft_id: str, expected_version: int, cancelled_by: str, reason: str) -> dict:
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return contracts.cancel_settlement_draft(draft_id, expected_version, cancelled_by, reason)
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@mcp.tool()
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def set_settlement_cashflow_policy(draft_id: str, expected_version: int, updated_by: str, cashflow_policy: dict) -> dict:
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"""Set explicit monthly cashflow classification policy for a settlement draft."""
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return contracts.set_settlement_cashflow_policy(draft_id, expected_version, updated_by, cashflow_policy)
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@mcp.tool()
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def get_monthly_settlement_snapshot(month: str = "", run_id: str = "") -> dict:
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"""Read a saved monthly settlement snapshot, optionally selecting an exact run."""
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return contracts.get_monthly_settlement_snapshot(month, run_id)
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@@ -10,6 +10,8 @@ from ...service import (
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refresh_settlement_draft_targets as refresh_settlement_draft_targets,
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review_settlement_draft as review_settlement_draft,
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set_settlement_draft_item as set_settlement_draft_item,
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set_settlement_cashflow_policy as set_settlement_cashflow_policy,
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get_monthly_settlement_snapshot as get_monthly_settlement_snapshot,
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update_settlement_draft as update_settlement_draft,
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annotations as annotations,
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apply_categorization_rules as apply_categorization_rules,
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@@ -91,6 +93,7 @@ TOOL_CONTRACTS = {
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"update_settlement_draft", "refresh_settlement_draft_targets",
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"set_settlement_draft_item", "review_settlement_draft",
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"approve_settlement_draft", "finalize_settlement_draft", "cancel_settlement_draft",
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"set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
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)
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}
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@@ -99,6 +102,7 @@ __all__ = [
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"finalize_settlement_draft", "get_settlement_draft", "list_settlement_drafts",
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"refresh_settlement_draft_targets", "review_settlement_draft",
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"set_settlement_draft_item", "update_settlement_draft",
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"set_settlement_cashflow_policy", "get_monthly_settlement_snapshot",
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"annotations",
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"apply_categorization_rules",
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"close_asset_snapshot",
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