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genichin 835728793e feat: complete dcy-015 monthly settlement dashboard 
Merge dcy-015 monthly settlement dashboard delivery after local and GitHub Actions verification.
2026-07-12 20:16:36 +09:00

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[stagepilot] session=runner-dcy-015-monthly-settlement-06
[stagepilot] profile=delivery-runner
[stagepilot] kickoff_artifact=/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/kickoff.md
[stagepilot] delivery_state=/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/state.json
[stagepilot] workdir=/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff
[stagepilot] impl_launcher=/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-impl.sh
[stagepilot] qc_launcher=/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-qc.sh
[stagepilot] publication_preflight=/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/check-publication-auth.sh
[stagepilot] launched_at=2026-07-12T12:20:25+09:00
Query: Claim and execute this kickoff.
kickoff_artifact:
/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery
/dcy-015_monthly-settlement/kickoff.md
delivery_state:
/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery
/dcy-015_monthly-settlement/state.json
Instructions:
- Read both files first.
- Operate inside the current working directory; it is the delivery-isolated repo
checkout for this kickoff unless the lead explicitly overrode it.
- If the delivery owner target is delivery-runner and the delivery state is
ready, claim it by updating the state to canonical running. If you encounter
legacy claimed or in_progress values, normalize them to running on the next
write.
- Write the required acknowledgment with current stage, next artifact, likely
blockers, and first execution step.
- Keep all delivery-branch code, tests, commits, and PR work inside the current
isolated worktree.
- Do not pull unapproved live Discovery/REQ edits from the lead checkout into
the delivery branch automatically; require explicit lead re-handoff or sync
direction.
- Continue orchestration only within approved scope.
- Before spending substantial impl/QC effort on PR-bound delivery, run
publication auth preflight from the delivery worktree and record the outcome in
the delivery trail:
- publication_preflight:
/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/check-publication-auth.
sh --json
- minimum checks: git remote get-url origin, gh auth status, git ls-remote
origin, git push --dry-run origin HEAD:refs/heads/<current-branch>
- if preflight fails, stop early, reflect a blocked/escalation trail entry,
and classify it with reason code publication_auth_missing (or a more specific
suffix from the helper output).
- Use the canonical child launchers by default:
- impl_launcher:
/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-impl.sh
- qc_launcher:
/home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-qc.sh
- Do not use generic delegation as a substitute for the canonical impl/QC
wrappers unless the kickoff explicitly grants an override.
- Before exiting, the root delivery state must be in a terminal state visible to
the lead: "done", explicit "blocked", or terminal historical "archived" closure.
Exiting while the root state remains "ready" or canonical/legacy running values
is incomplete.
- Do not use kanban.
- Keep the artifact/state trail as the source of truth.
Initializing agent...
────────────────────────────────────────
┊ 📚 skill run-batch-delivery 0.6s
┊ 📚 skill stagepilot-handoffs 0.6s
┊ 📚 skill stagepilot-agent-harness 0.6s
┊ 📖 read kickoff.md 0.3s
┊ 📖 read state.json 0.4s
┊ 📋 plan 4 task(s) 0.0s
┊ 💻 $ git branch --show-current + 4 commands 0.4s
┊ 📖 read qc-bat-018-rerun-02.md 0.1s
┊ 📖 read batch-queue.json 0.1s
┊ 📖 read acknowledgment.md 0.1s
┊ 💻 $ date --iso-8601=seconds 0.2s
┊ 💻 $ /home/ubuntu/workspaces/stagepilot-agent-harness/scripts/check-publication-auth.sh --json 2.7s
┊ 🐍 exec import json 0.2s
┊ 📋 plan update 2/4 ✓ 0.0s
┊ 📖 read runner-launch-qc.sh L1-220 0.1s
┊ 📖 read state.json L1-260 0.1s
┊ 📖 read acknowledgment.md 0.1s
┊ 💻 $ /home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-qc.sh --supervised /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/qc-bat-018-rerun-02.md /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/state.json 162.2s
┊ 📖 read final-result.json 0.1s
┊ 📖 read qc-bat-018-rerun-02.md 0.2s
┊ 📖 read child.log 0.1s
┊ 📖 read bat-018-qc-verdict-02.md 0.2s
┊ 📖 read index.md 0.1s
┊ 📖 read implementation.md 0.2s
┊ 📖 read req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md 0.2s
┊ 🔎 grep REQ-023 0.2s
┊ 🔎 grep REQ-022 0.3s
┊ 📖 read index.md 0.2s
┊ 📖 read index.md 0.2s
┊ 📖 read index.md 0.1s
┊ 📖 read planning.md 0.2s
┊ 📚 skill run-batch-implementation 0.3s
┊ 📖 read impl-bat-018-qc2-rework.md 0.1s
┊ 📖 read impl-bat-018-qc2-implementation-context.md 0.1s
┊ 📖 read req-024_monthly-settlement-operational-blockers-import-account-asset-status.md 0.2s
┊ 📖 read req-025_monthly-settlement-evidence-next-actions-verification-hardening.md 0.2s
┊ 📖 read req-022_monthly-settlement-read-model-foundation.md 0.1s
┊ 🔎 grep Implemented At 0.2s
┊ 🔎 grep release-candidate 0.2s
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md 0.2s
┊ review diff
a/.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md → b/.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md
@@ -0,0 +1,28 @@
+# dev-qc verdict — BAT-018 / REQ-023 (rerun 02)
+
+- Timestamp: 2026-07-12T12:24:50+09:00
+- Root delivery: `dcy-015_monthly-settlement`
+- Batch: `BAT-018`
+- Acceptance scope: `REQ-023`
+- Verdict: `pass`
+- Verdict count for the same acceptance scope: `3`
+- QC supervision result: `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-supervision/qc-20260712T032208Z/final-result.json`
+- QC progress artifact: `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-progress/qc-bat-018-rerun-02.md`
+
+## What passed
+- AC-1: `월정산` routing/dispatch works via `dashboard/app.py:1930-1948`.
+- AC-2: selected month, basis date, and KST timestamp render via `dashboard/app.py:964-978`.
+- AC-3: explicit read-only status badge now renders separately from caption text via `dashboard/app.py:978-984`.
+- AC-4: KPI / cashflow / budget sections render on the synthetic fixture DB via `dashboard/app.py:989-1044`.
+- AC-5: `dashboard/app.py:968` uses `overview_gateway.get_monthly_settlement_summary(...)`, and the gateway seam is exposed in `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py:3-27`.
+- AC-6: AppTest covers representative KPI/budget content and the read-only badge in `tests/test_dashboard_app.py:55-82`.
+- AC-7: independent QC rerun confirmed `ruff check .` and `pytest -q tests/test_dashboard_app.py` pass.
+
+## Uncovered gaps
+- None within BAT-018 / REQ-023 scope.
+- REQ-024 / REQ-025 remain out of scope for this verdict and were not treated as BAT-018 defects.
+
+## Required follow-up
+- BAT-018 can be marked completed / release-candidate.
+- delivery-runner should sync REQ-023 to `Implemented` with this verdict and move the root queue to BAT-019.
+- No lead escalation is required from this QC rerun.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/index.md
@@ -1,7 +1,7 @@
# BAT-018: Monthly settlement dashboard shell, KPI, cashflow, and budget
- Profile: batch-lite
-- Status: blocked
+- Status: release-candidate
- Included REQ: REQ-023
- Source Discovery: dcy-015
- Root Delivery: dcy-015_monthly-settlement
@@ -29,4 +29,5 @@
## Delivery Notes
- Discovery root queue adopted exactly as handed off; no re-grouping or cross-REQ scope expansion applied.
- REQ-022 remains an implemented dependency and must not be reimplemented by default.
-- BAT-018 implementation completed, but the first canonical dev-qc supervised run stalled before producing a verdict artifact; see `.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-stall-escalation.md`.
+- BAT-018 implementation completed, and the third QC verdict (`.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md`) passed after the bounded read-only badge rework closed the last REQ-023 gap.
+- The first canonical dev-qc supervised run stalled before producing a verdict artifact; see `.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-stall-escalation.md` for the recovered earlier blocker trail.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md
@@ -25,7 +25,7 @@
| BAT-015 | standard | release-candidate | REQ-019 | dcy-013 | [bat-015_20260707_docker-network-mcp-deployment](bat-015_20260707_docker-network-mcp-deployment/) |
| BAT-016 | standard | release-candidate | REQ-020 | dcy-012 | [bat-016_20260708_review-decision-reconciliation-workbench](bat-016_20260708_review-decision-reconciliation-workbench/) |
| BAT-017 | standard | release-candidate | REQ-021 | dcy-014 | [bat-017_20260708_import-provenance-sensitive-data-policy](bat-017_20260708_import-provenance-sensitive-data-policy/) |
-| BAT-018 | batch-lite | draft | REQ-023 | dcy-015 | [bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget](bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/) |
+| BAT-018 | batch-lite | release-candidate | REQ-023 | dcy-015 | [bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget](bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/) |
| BAT-019 | batch-lite | draft | REQ-024 | dcy-015 | [bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status](bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/) |
| BAT-020 | batch-lite | draft | REQ-025 | dcy-015 | [bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening](bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening/) |
@@ -33,3 +33,4 @@
- 2026-07-08 11:33 KST: BAT-017을 REQ-021 delivery batch로 draft 생성했다. Kanban은 사용자 명시 지시로 사용하지 않는다.
- 2026-07-09 18:46 KST: PR #2 squash merge(`d9182f28`)와 CI/local verification 근거로 BAT-017을 release-candidate 상태로 전환했다.
- 2026-07-12 10:31 KST: dcy-015 Discovery root queue를 BAT-018~BAT-020 세 개의 batch-lite 배치로 채택/생성했다. Kanban은 사용하지 않았다.
+- 2026-07-12 12:24 KST: BAT-018을 BAT-018 QC rerun 02 pass(`bat-018-qc-verdict-03.md`) 근거로 release-candidate 상태로 전환했다.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/srs/Interface/req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/srs/Interface/req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md
@@ -1,6 +1,6 @@
# REQ-023 Monthly settlement dashboard shell, KPI, cashflow, and budget sections
-- Status: Approved
+- Status: Implemented
- Type: Interface
- Priority: High
- Owner: 렛저장인
@@ -8,6 +8,7 @@
- Depends On: REQ-022
- Created At (KST): 2026-07-11 20:56 KST
- Approved At: 2026-07-12 09:01 KST
+- Implemented At (KST): 2026-07-12 12:24 KST
## 1. Intent
@@ -41,3 +42,10 @@
## 5. Notes
This slice intentionally stops before operational blocker/import/asset sections to keep the first UI delivery small and verifiable.
+
+## Implementation Evidence
+
+- Batch: `BAT-018`
+- QC verdict: `.stagepilot/delivery/dcy-015_monthly-settlement/bat-018-qc-verdict-03.md`
+- Validation: independent QC rerun confirmed `ruff check .` and `pytest -q tests/test_dashboard_app.py` pass.
+- Scope note: REQ-024 blocker/import/account/asset sections and REQ-025 evidence/next-action hardening remain separate approved follow-on slices.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/srs/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/srs/index.md
@@ -62,7 +62,7 @@
| REQ-020 | Review decision persistence and reconciliation workbench | Interface | Implemented | High | 렛저장인 | [req-020_review-decision-persistence-reconciliation-workbench.md](Interface/req-020_review-decision-persistence-reconciliation-workbench.md) |
| REQ-021 | Import provenance and sensitive-data policy | Data | Implemented | High | 렛저장인 | [req-021_import-provenance-sensitive-data-policy.md](Data/req-021_import-provenance-sensitive-data-policy.md) |
| REQ-022 | Monthly settlement read-model foundation | Interface | Implemented | High | 렛저장인 | [req-022_monthly-settlement-read-model-foundation.md](Interface/req-022_monthly-settlement-read-model-foundation.md) |
-| REQ-023 | Monthly settlement dashboard shell, KPI, cashflow, and budget sections | Interface | Approved | High | 렛저장인 | [req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md](Interface/req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md) |
+| REQ-023 | Monthly settlement dashboard shell, KPI, cashflow, and budget sections | Interface | Implemented | High | 렛저장인 | [req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md](Interface/req-023_monthly-settlement-dashboard-shell-kpi-cashflow-budget.md) |
| REQ-024 | Monthly settlement operational blockers, import/account, and asset status sections | Interface | Approved | High | 렛저장인 | [req-024_monthly-settlement-operational-blockers-import-account-asset-status.md](Interface/req-024_monthly-settlement-operational-blockers-import-account-asset-status.md) |
| REQ-025 | Monthly settlement evidence, next actions, documentation, and verification hardening | Interface | Approved | Medium | 렛저장인 | [req-025_monthly-settlement-evidence-next-actions-verification-hardening.md](Interface/req-025_monthly-settlement-evidence-next-actions-verification-hardening.md) |
@@ -113,3 +113,4 @@
- 2026-07-11 21:05 KST: REQ-022 read-model foundation을 독립 1차 slice로 승인했다.
- 2026-07-12 00:45 KST: PR #5 merge와 local/CI 검증 근거로 REQ-022 read-model foundation을 Implemented 상태로 전환했다.
- 2026-07-12 09:01 KST: confirm-req 기준으로 dcy-015 후속 Proposed REQ-023~REQ-025를 함께 Approved 상태로 전환했다. REQ-022는 이미 Implemented 상태로 유지한다.
+- 2026-07-12 12:24 KST: BAT-018 QC rerun 02 pass와 독립 `ruff`/`pytest -q tests/test_dashboard_app.py` 검증 근거로 REQ-023을 Implemented 상태로 전환했다.
┊ 🔎 grep monthly_settlement|settlement summary|unresolved blocker|asset snapshot|last_synced_at|import batch|net worth|readiness blocker 0.5s
┊ 🔎 grep 자산/마감|정산 전 검토|거래 반영|순자산|자산 0.4s
┊ 🔎 grep 월정산|자산/마감|순자산|거래 반영|정산 전 검토 0.1s
┊ 📖 read monthly_settlement_service.py 0.1s
┊ 📖 read app.py L956-1075 0.1s
┊ 📖 read test_dashboard_app.py L1-140 0.1s
┊ 📖 read overview_gateway.py 0.2s
┊ 🔎 grep get_asset_snapshot_report|list_ledger_import_batches|get_balance_reconciliation_report|get_review_operating_indicators 0.2s
┊ 🔎 grep list_ledger_import_batches|get_asset_snapshot_report|get_balance_reconciliation_report|get_review_operating_indicators 0.1s
┊ 🔎 grep get_asset_snapshot_report\( 0.1s
┊ 📖 read reconciliation_gateway.py 0.1s
┊ 📖 read imports_gateway.py 0.1s
┊ 🔎 find implementation.md 0.1s
┊ 🔎 find verification.md 0.1s
┊ 🔎 grep Import|계좌|확인필요 큐|자산/마감 0.2s
┊ 📖 read runner-launch-impl.sh L1-260 0.1s
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md 0.1s
┊ review diff
a/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md → b/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md
@@ -0,0 +1,20 @@
+# 구현 증적 (impl-bat-019)
+
+## 변경 파일
+- `dashboard/app.py`
+- `tests/test_dashboard_app.py`
+- `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py` (필요 시)
+
+## 수행 내용
+1. `월정산` 페이지에 REQ-024 범위의 정산 전 검토 / 거래 반영·계좌 상태 / 자산·순자산 마감 상태 섹션을 추가한다.
+2. 기존 review/reconciliation/import/asset snapshot 서비스 경계를 재사용하고, raw path/payload 노출 없이 사용자 친화적 상태 요약을 렌더링한다.
+3. 기존 운영 화면(확인필요 큐, 계좌, Import, 자산/마감)으로 이동하는 CTA를 제공한다.
+4. AppTest를 강화해 representative blocker/import/asset 렌더링을 검증한다.
+
+## 검증
+- 예정: `/home/ubuntu/workspaces/jarca-ledger-mcp/.venv/bin/python -m ruff check .`
+- 예정: `/home/ubuntu/workspaces/jarca-ledger-mcp/.venv/bin/python -m pytest -q tests/test_dashboard_app.py`
+
+## 잔여 리스크 / 한계
+- REQ-025 evidence/next-action 문서화 및 smoke hardening은 이 batch 범위 밖이다.
+- REQ-021 민감정보 정책을 위반하는 raw import path/payload 노출이 없는지 별도 검증이 필요하다.
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/verification.md 0.1s
┊ review diff
a/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/verification.md → b/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/verification.md
@@ -0,0 +1,19 @@
+# 검증 초안 (bat-019)
+
+## 대상
+- BAT-019 / REQ-024
+
+## 확인할 acceptance criteria
+- AC-1: blocker section이 internal code name이 아니라 사용자 친화적 label로 렌더링된다.
+- AC-2: import/account status가 raw local path 또는 raw payload를 노출하지 않는다.
+- AC-3: asset status가 existing asset snapshot service definition을 재사용한다.
+- AC-4: unresolved item type마다 기존 운영 화면 CTA/menu hint가 있다.
+- AC-5: AppTest 또는 동등한 dashboard test가 representative blocker/import/asset rendering을 검증한다.
+- AC-6: `python -m ruff check .` 및 관련 pytest/dashboard tests가 통과한다.
+
+## 증적 후보
+- `dashboard/app.py`
+- `tests/test_dashboard_app.py`
+- `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py` (필요 시)
+- `.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md`
+- `.stagepilot/delivery/dcy-015_monthly-settlement/qc-bat-019.md`
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md 0.1s
┊ review diff
a/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md → b/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md
@@ -0,0 +1,41 @@
+# delivery-runner -> dev-impl handoff
+
+- Timestamp: 2026-07-12T12:27:00+09:00
+- Root delivery: `dcy-015_monthly-settlement`
+- Batch: `BAT-019`
+- Included REQ: `REQ-024`
+- Implementation context: `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md`
+- Delivery state: `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/state.json`
+
+## Objective
+Implement the second monthly-settlement page slice for REQ-024 by adding the operational blocker section, import/account freshness section, and asset/net-worth status section on top of the completed BAT-018 page shell.
+
+## Scope
+Only BAT-019 / REQ-024.
+Do not modify REQ-025 evidence/next-action/docs hardening, monthly close persistence, export, MCP summary tooling, or unrelated dashboard pages.
+
+## Acceptance target
+- AC-1: blocker section renders user-friendly labels rather than internal code names.
+- AC-2: import/account status avoids raw local file paths and raw payloads.
+- AC-3: asset status reuses the existing asset snapshot service definition.
+- AC-4: each unresolved item type provides a clear CTA/menu hint to an existing page.
+- AC-5: AppTest or equivalent dashboard test covers representative blocker/import/asset rendering.
+- AC-6: `ruff check .` and `pytest -q tests/test_dashboard_app.py` pass.
+
+## Files / systems likely affected
+- `dashboard/app.py`
+- `tests/test_dashboard_app.py`
+- `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py` or adjacent adapter seam only if needed to expose existing services cleanly
+- `docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md`
+
+## Out of scope
+- REQ-023 KPI/cashflow/budget shell rework unless required to attach BAT-019 sections.
+- REQ-025 evidence/next-actions/doc/smoke hardening.
+- Any new writes, settlement close actions, exports, or finance-agent/MCP additions.
+
+## Evidence expected back from impl
+1. changed files
+2. commands/checks run
+3. exact note that blocker/import/asset sections were added without raw path/payload leakage
+4. evidence/line references for CTA targets and asset snapshot service reuse
+5. residual risks, if any
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md 0.2s
┊ review diff
a/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md → b/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md
@@ -0,0 +1,36 @@
+# Implementation context — BAT-019
+
+## Target files
+- `dashboard/app.py`
+- `tests/test_dashboard_app.py`
+- `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py` (only if needed to expose existing asset snapshot/report functionality cleanly)
+- `docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md`
+
+## Edit anchors
+- `dashboard/app.py:956-1044` — existing `page_monthly_settlement(db_path: str)` BAT-018 shell; append REQ-024 sections after the current KPI/cashflow/budget area.
+- `dashboard/app.py:1060-1148` — overview-page examples for review/reconciliation/import/account/asset metrics and CTA wording.
+- `dashboard/app.py:1721-1915` — existing `계좌`, `Import`, and related page labels/section wording for accurate CTA/menu hints.
+- `tests/test_dashboard_app.py:55-82` — extend the 월정산 AppTest assertions for representative blocker/import/asset rendering.
+- `jarca_ledger_mcp/application/monthly_settlement_service.py:71-113` — current read-model summary shape; reuse existing services and avoid inventing new write paths.
+- `jarca_ledger_mcp/adapters/streamlit/overview_gateway.py:1-27` — expose existing service/report functions only if the monthly-settlement page needs a clean adapter seam for asset snapshot status.
+- `docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/implementation.md` — update changed files, validation, and residual risk notes.
+
+## Allowed search budget
+- Read only the listed anchors first.
+- You may inspect adjacent helper/service definitions only when needed to confirm data shape for blocker labels, import batch summaries, account freshness/status, or asset snapshot report reuse.
+- Do not broad-search unrelated pages or implement REQ-025 sections.
+- If an anchor is invalid or the required data is missing from the existing read path, record a concrete blocker in the progress artifact and stop.
+
+## Validation commands
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.venv/bin/python -m ruff check .`
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.venv/bin/python -m pytest -q tests/test_dashboard_app.py`
+
+## First progress deadline
+- Deadline: 2 minutes after worker start.
+- Within the deadline, create/update the progress artifact or produce a git diff in one of the target files.
+- Heartbeat-only output does not count.
+
+## Expected result
+- `월정산` 페이지에 REQ-024 범위의 정산 전 검토, 거래 반영/계좌 상태, 자산/순자산 마감 상태 섹션이 추가된다.
+- unresolved item마다 기존 운영 화면 CTA가 보인다.
+- raw import path/raw payload 노출 없이 representative rendering tests가 통과한다.
┊ 🐍 exec import json 0.2s
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/index.md
@@ -1,7 +1,7 @@
# BAT-019: Monthly settlement operational blockers, import/account, and asset status
- Profile: batch-lite
-- Status: draft
+- Status: in-delivery
- Included REQ: REQ-024
- Source Discovery: dcy-015
- Root Delivery: dcy-015_monthly-settlement
@@ -28,3 +28,4 @@
## Delivery Notes
- This slice depends on BAT-018 delivering the visible `월정산` page shell first.
- REQ-021 provenance and sensitive-data policy must remain enforced on all import/account displays.
+- BAT-018 completed and REQ-023 is now Implemented, so BAT-019 is the active implementation slice for REQ-024.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md
@@ -26,7 +26,7 @@
| BAT-016 | standard | release-candidate | REQ-020 | dcy-012 | [bat-016_20260708_review-decision-reconciliation-workbench](bat-016_20260708_review-decision-reconciliation-workbench/) |
| BAT-017 | standard | release-candidate | REQ-021 | dcy-014 | [bat-017_20260708_import-provenance-sensitive-data-policy](bat-017_20260708_import-provenance-sensitive-data-policy/) |
| BAT-018 | batch-lite | release-candidate | REQ-023 | dcy-015 | [bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget](bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/) |
-| BAT-019 | batch-lite | draft | REQ-024 | dcy-015 | [bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status](bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/) |
+| BAT-019 | batch-lite | in-delivery | REQ-024 | dcy-015 | [bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status](bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/) |
| BAT-020 | batch-lite | draft | REQ-025 | dcy-015 | [bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening](bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening/) |
- 2026-07-08 07:11 KST: BAT-016을 local verification 통과 근거로 release-candidate 상태로 전환했다. Kanban은 사용자 명시 지시로 사용하지 않았다.
┊ 📋 plan update 3/5 ✓ 0.0s
┊ 💻 $ /home/ubuntu/workspaces/stagepilot-agent-harness/scripts/runner-launch-impl.sh --supervised --implementation-context /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/state.json 600.9s [exit 124]
┊ 📖 read impl-bat-019.md 0.1s
┊ 🔎 find * 0.1s
┊ 💻 $ git status --short + 2 commands 0.2s
┊ 📖 read child.log 0.1s
┊ 📖 read metadata.json 0.1s
┊ 📖 read app.py L1040-1159 0.1s
┊ 📖 read test_dashboard_app.py L55-134 0.2s
┊ 📖 read overview_gateway.py 0.0s
┊ ✍️ write /home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/bat-019-impl-stall-escalation.md 0.2s
┊ review diff
a/.stagepilot/delivery/dcy-015_monthly-settlement/bat-019-impl-stall-escalation.md → b/.stagepilot/delivery/dcy-015_monthly-settlement/bat-019-impl-stall-escalation.md
@@ -0,0 +1,48 @@
+# delivery-runner -> lead escalation
+
+- Timestamp: 2026-07-12T12:40:00+09:00
+- Root delivery: `dcy-015_monthly-settlement`
+- Current stage: `bat-019-impl-stalled`
+- Status: `blocked`
+- Reason class: `tooling_or_access_blocker`
+- Blocker code: `context_compaction_loop`
+- Blocker detail: `canonical dev-impl supervised BAT-019 run repeatedly compacted context without producing a code diff or final result artifact`
+
+## Blocker summary
+BAT-019 / REQ-024 bounded implementation handoff was prepared and launched through the canonical supervised `runner-launch-impl.sh` path, but the child implementation worker entered a repeated context-compaction/read loop and failed to reach code changes or a completion verdict within the runner session budget.
+
+## Exact blocker evidence
+- Progress artifact shows only anchor intake and no modified files:
+ - `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-progress/impl-bat-019.md`
+- Supervision metadata:
+ - `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-supervision/impl-20260712T032936Z/metadata.json`
+- Child log shows repeated compaction with no code diff/check completion and no final result file:
+ - `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-supervision/impl-20260712T032936Z/child.log`
+
+## Options considered
+1. Continue waiting in the same runner session.
+ - Rejected: the child already demonstrated a persistent compaction pattern, not forward progress.
+2. Let runner absorb BAT-019 implementation directly.
+ - Rejected: this would collapse runner/impl separation without lead authorization.
+3. Stop early, preserve evidence, and escalate with the bounded handoff artifacts intact.
+ - Chosen.
+
+## Required lead decision
+Choose whether to:
+- authorize a narrower BAT-019 re-slice / revised implementation-context artifact, or
+- explicitly permit runner-side direct implementation for this blocked slice, or
+- provide another delivery decision for REQ-024 priority/scope handling.
+
+## Recommended next action
+Prepare a narrower BAT-019 implementation-context artifact that reduces service/code inspection breadth and relaunch `dev-impl` under supervision from the same isolated worktree.
+
+## Impact of delay / risk of proceeding
+- Discovery root cannot advance to BAT-020 while BAT-019 remains unresolved.
+- Proceeding without a lead decision risks another impl/QC loop with no concrete progress evidence.
+
+## Evidence paths
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019.md`
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md`
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-progress/impl-bat-019.md`
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-supervision/impl-20260712T032936Z/metadata.json`
+- `/home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/.stagepilot/worker-supervision/impl-20260712T032936Z/child.log`
┊ 🐍 exec import json 0.2s
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/index.md
@@ -1,7 +1,7 @@
# BAT-019: Monthly settlement operational blockers, import/account, and asset status
- Profile: batch-lite
-- Status: in-delivery
+- Status: blocked
- Included REQ: REQ-024
- Source Discovery: dcy-015
- Root Delivery: dcy-015_monthly-settlement
@@ -29,3 +29,4 @@
- This slice depends on BAT-018 delivering the visible `월정산` page shell first.
- REQ-021 provenance and sensitive-data policy must remain enforced on all import/account displays.
- BAT-018 completed and REQ-023 is now Implemented, so BAT-019 is the active implementation slice for REQ-024.
+- Canonical supervised dev-impl launch stalled in a repeated context-compaction/read loop before code diff or completion evidence; see `.stagepilot/delivery/dcy-015_monthly-settlement/bat-019-impl-stall-escalation.md`.
┊ 🔧 patch 0.3s
┊ review diff
a//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md → b//home/ubuntu/workspaces/jarca-ledger-mcp/.worktrees/kickoff/docs/batches/index.md
@@ -26,7 +26,7 @@
| BAT-016 | standard | release-candidate | REQ-020 | dcy-012 | [bat-016_20260708_review-decision-reconciliation-workbench](bat-016_20260708_review-decision-reconciliation-workbench/) |
| BAT-017 | standard | release-candidate | REQ-021 | dcy-014 | [bat-017_20260708_import-provenance-sensitive-data-policy](bat-017_20260708_import-provenance-sensitive-data-policy/) |
| BAT-018 | batch-lite | release-candidate | REQ-023 | dcy-015 | [bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget](bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/) |
-| BAT-019 | batch-lite | in-delivery | REQ-024 | dcy-015 | [bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status](bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/) |
+| BAT-019 | batch-lite | blocked | REQ-024 | dcy-015 | [bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status](bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/) |
| BAT-020 | batch-lite | draft | REQ-025 | dcy-015 | [bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening](bat-020_20260712_monthly-settlement-evidence-next-actions-verification-hardening/) |
- 2026-07-08 07:11 KST: BAT-016을 local verification 통과 근거로 release-candidate 상태로 전환했다. Kanban은 사용자 명시 지시로 사용하지 않았다.
@@ -34,3 +34,4 @@
- 2026-07-09 18:46 KST: PR #2 squash merge(`d9182f28`)와 CI/local verification 근거로 BAT-017을 release-candidate 상태로 전환했다.
- 2026-07-12 10:31 KST: dcy-015 Discovery root queue를 BAT-018~BAT-020 세 개의 batch-lite 배치로 채택/생성했다. Kanban은 사용하지 않았다.
- 2026-07-12 12:24 KST: BAT-018을 BAT-018 QC rerun 02 pass(`bat-018-qc-verdict-03.md`) 근거로 release-candidate 상태로 전환했다.
+- 2026-07-12 12:40 KST: BAT-019 canonical dev-impl supervised run이 code diff 없이 context-compaction loop에 빠져 blocked 상태로 전환하고 lead escalation artifact를 남겼다.
┊ 📋 plan update 4/5 ✓ 0.0s
┊ 📖 read state.json 0.1s
┊ 📖 read acknowledgment.md 0.1s
📦 Pre-API compression: ~142,749 tokens near the context/output limit. Compacting before the next model call.
🗜️ Compacting context — summarizing earlier conversation so I can continue...
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