jarca-ledger-mcp/docs/batches/bat-019_20260712_monthly-settlement-operational-blockers-import-account-asset-status/index.md

BAT-019: Monthly settlement operational blockers, import/account, and asset status

• Profile: batch-lite
• Status: release-candidate
• Included REQ: REQ-024
• Source Discovery: dcy-015
• Root Delivery: dcy-015_monthly-settlement
• Queue Item: 1
• Created At (KST): 2026-07-12 10:31 KST
• Resume Prepared At (KST): 2026-07-12 13:11 KST

Objective

Deliver the second 월정산 page slice by adding operational blocker, import/account status, and asset/net-worth status sections on top of the REQ-022 read model and REQ-023 page shell.

Included Scope

• Render the 정산 전 검토 blocker section with user-facing labels and existing-page CTA guidance.
• Render import/account freshness and status information without exposing raw file paths or raw payloads.
• Render asset snapshot/net-worth status by reusing the existing asset snapshot/report service boundary.
• Add representative dashboard/AppTest coverage for blocker/import/asset rendering.

Excluded Scope

• KPI/cashflow/budget shell already covered by REQ-023.
• Evidence/next-actions/docs/smoke hardening tracked by REQ-025.
• Monthly settlement close writes, export, MCP summary tool, or policy changes outside approved REQs.

Implementation Readiness Seed

• Target area: dashboard.app.page_monthly_settlement(db_path) after the existing BAT-018 blocker-count caption.
• Service/adapter seams:
  • overview_gateway.list_cross_transfer_review_queue(limit=300, db_path=db_path) + existing get_transfer_review_items helper.
  • reconciliation_gateway.get_review_operating_indicators(db_path=db_path).
  • reconciliation_gateway.get_balance_reconciliation_report(db_path=db_path).
  • overview_gateway.list_ledger_import_batches(limit=1, db_path=db_path) with default minimal provenance.
  • Add/read overview_gateway.get_asset_snapshot_report(basis_date, db_path=db_path) as a pass-through to existing service.
• Expected data/return shape: see .stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md ## Return shape.
• Render insertion point: add 정산 전 검토, 거래 반영 / 계좌 상태, 자산 / 순자산 마감 상태 sections in that order after BAT-018 summary sections.
• Representative test assertions: section labels, CTA text, representative metrics, and negative assertions for raw local path / raw payload leakage.
• Forbidden data exposure: no /home/..., ~/.local/share/jarca/uploads, raw_payload, raw PDF/XLSX contents, or debug-gated provenance.
• Open questions: none for runner; if any listed seam/key is invalid, impl must write a blocker artifact instead of broad-searching.

Documents

• planning.md
• implementation.md
• Implementation context: .stagepilot/delivery/dcy-015_monthly-settlement/impl-bat-019-implementation-context.md

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.
• Prior 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.
• Lead has rewritten this batch/context to the patch-ready harness standard before resume.