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

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.