Refactor import and workflow services plus adapter seams

docs/batches/bat-013_20260703_advanced-workflow-service-split/planning.md

@@ -0,0 +1,28 @@
+# BAT-013 Planning
+
+## Scope
+- Implement REQ-017 advanced workflow service split.
+- Preserve public API and workflow response contracts while relocating owning helpers with their workflows.
+- Leave adapter narrowing/baseline docs for the final dcy-011 batch.
+
+## Dependencies
+- dcy-011 confirmed Discovery.
+- REQ-017 Approved.
+- BAT-011/BAT-012 compatibility seams.
+- Existing workflow regression tests.
+
+## Work plan
+1. Extract cross-transfer workflow from `import_transfer_services.py` into `cross_transfer_service.py`.
+2. Extract reconciliation preview from `transaction_report_services.py` into `reconciliation_service.py`.
+3. Extract manual asset/snapshot/liquidity workflows from `asset_account_services.py` into `assets_service.py`.
+4. Extract uncategorized list/summary/workbench/recommendation flows from `categorization_services.py` into `uncategorized_workbench_service.py`.
+5. Update application/service export surfaces, run focused workflow regression + full pytest, then record evidence.
+
+## Design Gate
+- Result: standard batch 유지.
+- Reason: multiple domain modules and compatibility layers change together; broad-module decomposition needs explicit verification.
+
+## Risks and mitigations
+- Shared helper drift across moved workflows: move helper with first owner and verify with focused tests.
+- Contract regressions in dashboard/MCP callers: preserve public names and run full pytest + MCP discovery.
+- Partial extraction leaving dead imports: run py_compile and provenance check after relocation.