jarca-ledger-mcp/docs/batches/bat-018_20260712_monthly-settlement-dashboard-shell-kpi-cashflow-budget/index.md

BAT-018: Monthly settlement dashboard shell, KPI, cashflow, and budget

• Profile: batch-lite
• Status: merged
• Included REQ: REQ-023
• Source Discovery: dcy-015
• Root Delivery: dcy-015_monthly-settlement
• Queue Item: 0
• Created At (KST): 2026-07-12 10:31 KST

Objective

Deliver the first visible 월정산 dashboard slice by adding the page shell, month selector/header status context, KPI cards, cashflow/spending structure, budget-vs-actual section, and existing-page CTA guidance on top of the implemented REQ-022 read model.

Included Scope

• Add 월정산 to Streamlit navigation/routing in the isolated delivery worktree.
• Render header/month selector with selected month, basis date, KST timestamp, and read-only status badge.
• Render KPI cards for actual income, actual expense, net cashflow, savings rate, budget overrun count, and unresolved blocker count.
• Render cashflow/spending structure and budget-vs-actual sections using the REQ-022 service/gateway seam rather than duplicating formulas in dashboard/app.py.
• Add AppTest coverage for routing, key headings, month selector, and representative KPI/budget content.

Excluded Scope

• Operational blocker/import/account/asset status sections tracked by REQ-024.
• Evidence/next-action/doc hardening tracked by REQ-025.
• Any monthly close persistence, export, MCP summary tool, or broader scope outside dcy-015 approved REQs.

Documents

• planning.md

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, 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.