feat(lifecycle): transition routes, state badge, and edit-locking UI

POST /month/{ym}/activate, /close, /reopen each return 204 with
HX-Redirect so the page re-renders in the new state. All existing
mutation routes now go through _require_editable_month, which 400s
on closed months.

Month nav grows a state badge and a context-appropriate lifecycle
button. Close is rendered with a disabled attribute and tooltip
when applied zero != 0. On closed months, name / planned / applied
/ notes inputs carry the disabled attribute; delete buttons, add
forms, and the target form are omitted entirely.

Refs #15

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/quartermaster/routes_month.py

@@ -8,7 +8,7 @@ from sqlalchemy.orm import Session
 
 from quartermaster import month_service, service
 from quartermaster.db import get_session
-from quartermaster.models import SECTION_LABELS, Month, Section
+from quartermaster.models import SECTION_LABELS, Month, MonthState, Section
 from quartermaster.routes import templates
 
 router = APIRouter(prefix="/month/{year_month}", tags=["month"])
@@ -42,6 +42,15 @@ def _require_month(db: Session, year_month: str) -> Month:
     return month
 
 
+def _require_editable_month(db: Session, year_month: str) -> Month:
+    month = _require_month(db, year_month)
+    try:
+        month_service.ensure_editable(month)
+    except month_service.MonthLifecycleError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    return month
+
+
 def _section_views(month: Month) -> list[month_service.MonthSectionView]:
     return [
         month_service.section_view(month, s, SECTION_LABELS[s]) for s in Section
@@ -55,7 +64,11 @@ def _render_section(
     return templates.TemplateResponse(
         request,
         "partials/month_section.html",
-        {"month": month, "section": view},
+        {
+            "month": month,
+            "section": view,
+            "editable": month.state != MonthState.closed,
+        },
     )
 
 
@@ -66,7 +79,12 @@ def _render_target(request: Request, db: Session, month: Month) -> HTMLResponse:
     return templates.TemplateResponse(
         request,
         "partials/month_target.html",
-        {"month": month, "target": target, "debt_minimums": debt_minimums},
+        {
+            "month": month,
+            "target": target,
+            "debt_minimums": debt_minimums,
+            "editable": month.state != MonthState.closed,
+        },
     )
 
 
@@ -119,6 +137,11 @@ def view_month(
             },
         )
     zero = month_service.month_zero(month)
+    editable = month.state != MonthState.closed
+    can_close = (
+        month.state == MonthState.active
+        and zero.applied == Decimal("0.00")
+    )
     return templates.TemplateResponse(
         request,
         "month.html",
@@ -137,6 +160,9 @@ def view_month(
             "zero": zero,
             "planned_tone": service.zero_tone(zero.planned),
             "applied_tone": service.zero_tone(zero.applied),
+            "state": month.state.value,
+            "editable": editable,
+            "can_close": can_close,
         },
     )
 
@@ -167,7 +193,7 @@ def add_month_entry(
     notes: str | None = Form(None),
     db: Session = Depends(get_session),
 ) -> HTMLResponse:
-    month = _require_month(db, year_month)
+    month = _require_editable_month(db, year_month)
     clean_name = name.strip()
     if not clean_name:
         raise HTTPException(status_code=400, detail="name is required")
@@ -189,7 +215,7 @@ def delete_month_entry(
     request: Request,
     db: Session = Depends(get_session),
 ) -> HTMLResponse:
-    month = _require_month(db, year_month)
+    month = _require_editable_month(db, year_month)
     section = month_service.delete_month_entry(db, month, entry_id)
     if section is None:
         raise HTTPException(status_code=404, detail="entry not found")
@@ -214,7 +240,7 @@ def update_month_entry(
     notes: str | None = Form(None),
     db: Session = Depends(get_session),
 ) -> HTMLResponse:
-    month = _require_month(db, year_month)
+    month = _require_editable_month(db, year_month)
     clean_name: str | None = None
     if name is not None:
         clean_name = name.strip()
@@ -240,6 +266,54 @@ def update_month_entry(
     )
 
 
+@router.post("/activate")
+def activate_month(
+    year_month: str,
+    db: Session = Depends(get_session),
+) -> Response:
+    month = _require_month(db, year_month)
+    try:
+        month_service.activate_month(db, month)
+    except month_service.MonthLifecycleError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    return Response(
+        status_code=204,
+        headers={"HX-Redirect": f"/month/{year_month}"},
+    )
+
+
+@router.post("/close")
+def close_month(
+    year_month: str,
+    db: Session = Depends(get_session),
+) -> Response:
+    month = _require_month(db, year_month)
+    try:
+        month_service.close_month(db, month)
+    except month_service.MonthLifecycleError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    return Response(
+        status_code=204,
+        headers={"HX-Redirect": f"/month/{year_month}"},
+    )
+
+
+@router.post("/reopen")
+def reopen_month(
+    year_month: str,
+    db: Session = Depends(get_session),
+) -> Response:
+    month = _require_month(db, year_month)
+    try:
+        month_service.reopen_month(db, month)
+    except month_service.MonthLifecycleError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+    return Response(
+        status_code=204,
+        headers={"HX-Redirect": f"/month/{year_month}"},
+    )
+
+
 @router.post("/target", response_class=HTMLResponse)
 def update_month_target(
     year_month: str,
@@ -247,7 +321,7 @@ def update_month_target(
     month_entry_id: str = Form(""),
     db: Session = Depends(get_session),
 ) -> HTMLResponse:
-    month = _require_month(db, year_month)
+    month = _require_editable_month(db, year_month)
     raw = month_entry_id.strip()
     target_id: int | None
     if raw == "":

src/quartermaster/static/app.css

@@ -336,6 +336,66 @@ details.group > .section:last-child {
   background: #f0ece0;
 }
 
+.month-nav .state-badge {
+  padding: 0.15rem 0.6rem;
+  border-radius: 999px;
+  font-size: 0.75rem;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.1em;
+}
+
+.state-badge.state-planning {
+  background: #e9ecf5;
+  color: #3a4fa1;
+}
+
+.state-badge.state-active {
+  background: #d9f0e4;
+  color: #1f6b44;
+}
+
+.state-badge.state-closed {
+  background: #e8e6dd;
+  color: #4a4a40;
+  text-transform: none;
+  letter-spacing: 0;
+}
+
+.month-nav .lifecycle-form {
+  margin: 0;
+}
+
+.month-nav .lifecycle-form button {
+  padding: 0.35rem 0.9rem;
+  font-size: 0.9rem;
+  border: 1px solid var(--rule);
+  border-radius: 3px;
+  cursor: pointer;
+  font: inherit;
+  background: var(--accent);
+  color: #fff;
+}
+
+.month-nav .lifecycle-form button.secondary {
+  background: #fff;
+  color: var(--accent);
+}
+
+.month-nav .lifecycle-form button[disabled] {
+  opacity: 0.5;
+  cursor: not-allowed;
+  background: #c5d4ce;
+  color: #fff;
+}
+
+input[disabled],
+select[disabled] {
+  background: #f4f3ef;
+  color: #6b6b6b;
+  cursor: not-allowed;
+}
+
 .month-nav .spacer {
   flex: 1;
 }

src/quartermaster/templates/partials/month_nav.html

@@ -2,6 +2,32 @@
   <a class="nav-link" href="/month/{{ prev_year_month }}" aria-label="Previous month">&larr; {{ prev_year_month }}</a>
   <span class="month-label">{{ year_month }}</span>
   <a class="nav-link" href="/month/{{ next_year_month }}" aria-label="Next month">{{ next_year_month }} &rarr;</a>
+  {% if state %}
+    <span class="state-badge state-{{ state }}">
+      {% if state == 'closed' and month.closed_at %}
+        Closed {{ month.closed_at.strftime('%Y-%m-%d') }}
+      {% else %}
+        {{ state | capitalize }}
+      {% endif %}
+    </span>
+    {% if state == 'planning' %}
+      <form class="lifecycle-form" hx-post="/month/{{ year_month }}/activate" hx-swap="none">
+        <button type="submit" class="primary">Activate</button>
+      </form>
+    {% elif state == 'active' %}
+      <form class="lifecycle-form" hx-post="/month/{{ year_month }}/close" hx-swap="none">
+        <button
+          type="submit"
+          class="primary"
+          {% if not can_close %}disabled title="Applied balance must equal $0.00 to close"{% endif %}
+        >Close</button>
+      </form>
+    {% elif state == 'closed' %}
+      <form class="lifecycle-form" hx-post="/month/{{ year_month }}/reopen" hx-swap="none">
+        <button type="submit" class="secondary">Reopen</button>
+      </form>
+    {% endif %}
+  {% endif %}
   <span class="spacer"></span>
   {% if all_months %}
     <select

src/quartermaster/templates/partials/month_section.html

@@ -24,10 +24,12 @@
               type="text"
               name="name"
               value="{{ row.entry.name }}"
-              hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
+              {% if editable %}
-              hx-trigger="change"
+                hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
-              hx-target="#section-{{ section.section.value }}"
+                hx-trigger="change"
-              hx-swap="outerHTML"
+                hx-target="#section-{{ section.section.value }}"
+                hx-swap="outerHTML"
+              {% else %}disabled{% endif %}
             >
             {% if row.state.value == 'edited' %}
               <span class="tag tag-edited">modified</span>
@@ -40,10 +42,12 @@
               type="number" step="0.01" min="0"
               name="planned"
               value="{{ '%.2f' | format(row.entry.planned) }}"
-              hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
+              {% if editable %}
-              hx-trigger="change"
+                hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
-              hx-target="#section-{{ section.section.value }}"
+                hx-trigger="change"
-              hx-swap="outerHTML"
+                hx-target="#section-{{ section.section.value }}"
+                hx-swap="outerHTML"
+              {% else %}disabled{% endif %}
             >
           </td>
           <td class="entry-amount">
@@ -51,21 +55,25 @@
               type="number" step="0.01" min="0"
               name="applied"
               value="{{ '%.2f' | format(row.entry.applied) }}"
-              hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
+              {% if editable %}
-              hx-trigger="change"
+                hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
-              hx-target="#section-{{ section.section.value }}"
+                hx-trigger="change"
-              hx-swap="outerHTML"
+                hx-target="#section-{{ section.section.value }}"
+                hx-swap="outerHTML"
+              {% else %}disabled{% endif %}
             >
           </td>
           <td class="entry-actions">
-            <button
+            {% if editable %}
-              class="delete"
+              <button
-              type="button"
+                class="delete"
-              hx-delete="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
+                type="button"
-              hx-target="#section-{{ section.section.value }}"
+                hx-delete="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
-              hx-swap="outerHTML"
+                hx-target="#section-{{ section.section.value }}"
-              aria-label="Delete {{ row.entry.name }}"
+                hx-swap="outerHTML"
-            >&times;</button>
+                aria-label="Delete {{ row.entry.name }}"
+              >&times;</button>
+            {% endif %}
           </td>
         </tr>
         <tr class="entry-notes-row">
@@ -76,33 +84,37 @@
               name="notes"
               value="{{ row.entry.notes or '' }}"
               placeholder="notes..."
-              hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
+              {% if editable %}
-              hx-trigger="change"
+                hx-post="/month/{{ month.year_month }}/entries/{{ row.entry.id }}"
-              hx-target="#section-{{ section.section.value }}"
+                hx-trigger="change"
-              hx-swap="outerHTML"
+                hx-target="#section-{{ section.section.value }}"
-              aria-label="Notes for {{ row.entry.name }}"
+                hx-swap="outerHTML"
+                aria-label="Notes for {{ row.entry.name }}"
+              {% else %}disabled{% endif %}
             >
           </td>
         </tr>
       {% else %}
         <tr class="empty"><td colspan="4">No entries.</td></tr>
       {% endfor %}
-      <tr class="add-row">
+      {% if editable %}
-        <td colspan="4">
+        <tr class="add-row">
-          <form
+          <td colspan="4">
-            class="add-form month-add-form"
+            <form
-            hx-post="/month/{{ month.year_month }}/sections/{{ section.section.value }}/entries"
+              class="add-form month-add-form"
-            hx-target="#section-{{ section.section.value }}"
+              hx-post="/month/{{ month.year_month }}/sections/{{ section.section.value }}/entries"
-            hx-swap="outerHTML"
+              hx-target="#section-{{ section.section.value }}"
-            hx-on::after-request="if(event.detail.successful) this.reset()"
+              hx-swap="outerHTML"
-          >
+              hx-on::after-request="if(event.detail.successful) this.reset()"
-            <input type="text" name="name" placeholder="Name" required>
+            >
-            <input type="number" name="planned" step="0.01" min="0" placeholder="Planned" required>
+              <input type="text" name="name" placeholder="Name" required>
-            <button type="submit">Add</button>
+              <input type="number" name="planned" step="0.01" min="0" placeholder="Planned" required>
-            <input class="notes-input add-notes" type="text" name="notes" placeholder="notes (optional)">
+              <button type="submit">Add</button>
-          </form>
+              <input class="notes-input add-notes" type="text" name="notes" placeholder="notes (optional)">
-        </td>
+            </form>
-      </tr>
+          </td>
+        </tr>
+      {% endif %}
     </tbody>
   </table>
 </section>

src/quartermaster/templates/partials/month_target.html

@@ -20,27 +20,29 @@
         <td class="entry-amount"></td>
         <td class="entry-actions"></td>
       </tr>
-      <tr class="add-row">
+      {% if editable %}
-        <td colspan="3">
+        <tr class="add-row">
-          <form
+          <td colspan="3">
-            class="target-form"
+            <form
-            hx-post="/month/{{ month.year_month }}/target"
+              class="target-form"
-            hx-target="#section-debt_target"
+              hx-post="/month/{{ month.year_month }}/target"
-            hx-swap="outerHTML"
+              hx-target="#section-debt_target"
-          >
+              hx-swap="outerHTML"
-            <select name="month_entry_id">
+            >
-              <option value="">(none)</option>
+              <select name="month_entry_id">
-              {% for dm in debt_minimums %}
+                <option value="">(none)</option>
-                <option
+                {% for dm in debt_minimums %}
-                  value="{{ dm.id }}"
+                  <option
-                  {% if target.month_entry_id == dm.id %}selected{% endif %}
+                    value="{{ dm.id }}"
-                >{{ dm.name }}: ${{ '%.2f' | format(dm.planned) }}</option>
+                    {% if target.month_entry_id == dm.id %}selected{% endif %}
-              {% endfor %}
+                  >{{ dm.name }}: ${{ '%.2f' | format(dm.planned) }}</option>
-            </select>
+                {% endfor %}
-            <button type="submit">Set</button>
+              </select>
-          </form>
+              <button type="submit">Set</button>
-        </td>
+            </form>
-      </tr>
+          </td>
+        </tr>
+      {% endif %}
     </tbody>
   </table>
 </section>