Merge dcy-015 monthly settlement dashboard delivery after local and GitHub Actions verification.
44 lines
2.0 KiB
Markdown
44 lines
2.0 KiB
Markdown
# BAT-018 Planning: Monthly settlement dashboard shell, KPI, cashflow, and budget
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## Planning Status
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- Status: completed
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- Profile: batch-lite
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- Design Gate: no
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- Design Gate Rationale: REQ-023 is a bounded read-only dashboard slice that reuses the implemented REQ-022 read model and existing dashboard page patterns without introducing new persistence, interface contracts, or runtime flows beyond local page composition.
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## Objective
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Turn REQ-023 into the first user-visible `월정산` page slice while preserving the read-model/service boundary established in REQ-022.
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## Work Slices
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1. Page entry and header
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- Add `월정산` navigation/routing.
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- Provide month selector, basis date, KST timestamp, and read-only badge.
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2. KPI + visual summary
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- Render representative KPI cards from the monthly settlement summary.
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- Add cashflow/spending structure visuals/tables from existing grouped reports.
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3. Budget and CTA guidance
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- Render budget-vs-actual status and representative CTA/menu hints.
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- Add AppTest coverage for route/headings/representative content.
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## Acceptance Source
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- REQ-023 Acceptance Criteria AC-1 through AC-6.
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## Dependencies
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- REQ-022 monthly settlement read-model foundation.
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- Existing dashboard page rendering patterns and synthetic fixture DB generation.
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## Milestones
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1. Route/page shell visible in AppTest.
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2. KPI/cashflow/budget sections bound to read-model/gateway outputs.
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3. Relevant lint/test coverage passes in the isolated worktree.
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## Risks
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- UI code may accidentally duplicate service formulas instead of reusing the REQ-022 seam.
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- Representative fixture data may not expose all intended budget/KPI states without targeted assertions.
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- Section sprawl could bleed into REQ-024 scope if blocker/import/asset details are added too early.
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## Handoff Readiness
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- Ready for implementation: yes.
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- Lead authority needed before delivery: no additional user decision is currently open; scope is approved in dcy-015 / REQ-023.
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- Kanban status: deliberately not used.
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