feat(groups): render collapsible group details and OOB-swap subtotals

Budget and month pages now wrap sections in native <details> blocks
with summary rows showing the group name and subtotal. Income and
Flexible default open, Committed and Savings default closed so the
day-to-day editing targets are visible and the set-and-forget
commitments collapse out of the way. Primary Debt Target renders
inside the Committed group after Debt Minimums.

Every mutation appends a group-totals partial with OOB spans for
all four group subtotals so the header stays in sync without a
reload regardless of which section changed.

Refs #11

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

src/quartermaster/routes.py

@@ -66,6 +66,14 @@ def _render_zero(request: Request, db: Session) -> HTMLResponse:
     )
 
 
+def _render_group_totals(request: Request, db: Session) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "partials/budget_group_totals.html",
+        {"groups": service.budget_group_views(db)},
+    )
+
+
 def _append_oob(base: HTMLResponse, *extras: HTMLResponse) -> HTMLResponse:
     body = base.body.decode() + "".join(e.body.decode() for e in extras)
     return HTMLResponse(body)
@@ -73,7 +81,7 @@ def _append_oob(base: HTMLResponse, *extras: HTMLResponse) -> HTMLResponse:
 
 @router.get("/", response_class=HTMLResponse)
 def index(request: Request, db: Session = Depends(get_session)) -> HTMLResponse:
-    sections = [_section_view(db, s) for s in Section]
+    groups = service.budget_group_views(db)
     target = service.get_debt_target(db)
     debt_minimums = service.list_entries(db, Section.debt_minimum)
     current_ym = month_service.current_year_month()
@@ -82,7 +90,7 @@ def index(request: Request, db: Session = Depends(get_session)) -> HTMLResponse:
         request,
         "index.html",
         {
-            "sections": sections,
+            "groups": groups,
             "target": target,
             "debt_minimums": debt_minimums,
             "current_year_month": current_ym,
@@ -107,7 +115,10 @@ def create_entry(
     parsed = _parse_amount(amount)
     service.add_entry(db, section, clean_name, parsed)
     response = _render_section(request, db, section)
-    extras: list[HTMLResponse] = [_render_zero(request, db)]
+    extras: list[HTMLResponse] = [
+        _render_zero(request, db),
+        _render_group_totals(request, db),
+    ]
     if section == Section.debt_minimum:
         extras.append(_render_target(request, db))
     return _append_oob(response, *extras)
@@ -123,7 +134,10 @@ def remove_entry(
     if entry is None:
         raise HTTPException(status_code=404, detail="entry not found")
     response = _render_section(request, db, entry.section)
-    extras: list[HTMLResponse] = [_render_zero(request, db)]
+    extras: list[HTMLResponse] = [
+        _render_zero(request, db),
+        _render_group_totals(request, db),
+    ]
     if entry.section == Section.debt_minimum:
         extras.append(_render_target(request, db))
     return _append_oob(response, *extras)

src/quartermaster/routes_month.py

@@ -83,6 +83,14 @@ def _render_zero(request: Request, month: Month) -> HTMLResponse:
     )
 
 
+def _render_group_totals(request: Request, month: Month) -> HTMLResponse:
+    return templates.TemplateResponse(
+        request,
+        "partials/month_group_totals.html",
+        {"groups": month_service.month_group_views(month)},
+    )
+
+
 def _append_oob(base: HTMLResponse, *extras: HTMLResponse) -> HTMLResponse:
     body = base.body.decode() + "".join(e.body.decode() for e in extras)
     return HTMLResponse(body)
@@ -120,7 +128,7 @@ def view_month(
             "prev_year_month": prev_ym,
             "next_year_month": next_ym,
             "all_months": all_months,
-            "sections": _section_views(month),
+            "groups": month_service.month_group_views(month),
             "target": month_service.get_month_target(db, month),
             "debt_minimums": sorted(
                 (e for e in month.entries if e.section == Section.debt_minimum),
@@ -169,6 +177,7 @@ def add_month_entry(
     return _append_oob(
         _render_section(request, month, section),
         _render_zero(request, month),
+        _render_group_totals(request, month),
     )
 
 
@@ -184,7 +193,10 @@ def delete_month_entry(
     if section is None:
         raise HTTPException(status_code=404, detail="entry not found")
     db.refresh(month)
-    extras: list[HTMLResponse] = [_render_zero(request, month)]
+    extras: list[HTMLResponse] = [
+        _render_zero(request, month),
+        _render_group_totals(request, month),
+    ]
     if section == Section.debt_minimum:
         extras.append(_render_target(request, db, month))
     return _append_oob(_render_section(request, month, section), *extras)
@@ -222,6 +234,7 @@ def update_month_entry(
     return _append_oob(
         _render_section(request, month, updated.section),
         _render_zero(request, month),
+        _render_group_totals(request, month),
     )
 
 

src/quartermaster/static/app.css

@@ -157,6 +157,70 @@ button[type=submit] {
   border-bottom-style: dashed;
 }
 
+/* Section groups --------------------------------------------------------- */
+
+details.group {
+  margin-top: 1rem;
+  border-top: 2px solid var(--ink);
+}
+
+details.group:last-of-type {
+  border-bottom: 2px solid var(--ink);
+}
+
+details.group > summary {
+  display: flex;
+  align-items: baseline;
+  gap: 0.5rem;
+  padding: 0.6rem 0.5rem;
+  cursor: pointer;
+  list-style: none;
+  user-select: none;
+}
+
+details.group > summary::-webkit-details-marker { display: none; }
+
+details.group > summary .chevron {
+  display: inline-block;
+  width: 0.8rem;
+  transition: transform 0.12s ease-out;
+  color: var(--muted);
+}
+
+details.group > summary .chevron::before {
+  content: "\25B6"; /* black right-pointing triangle */
+  font-size: 0.7rem;
+}
+
+details.group[open] > summary .chevron {
+  transform: rotate(90deg);
+}
+
+details.group > summary .group-name {
+  flex: 1;
+  font-size: 1.05rem;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.08em;
+}
+
+details.group > summary .group-total {
+  font-variant-numeric: tabular-nums;
+  font-weight: 700;
+  color: var(--accent);
+  font-size: 1.05rem;
+}
+
+details.group > .section {
+  margin-top: 0.5rem;
+  margin-bottom: 1rem;
+  padding-left: 1rem;
+}
+
+details.group > .section:last-child {
+  margin-bottom: 0.75rem;
+}
+
 /* Zero Amount widget ----------------------------------------------------- */
 
 :root {

src/quartermaster/templates/index.html

@@ -19,13 +19,20 @@
     {% endif %}
   </nav>
   {% include "partials/budget_zero.html" %}
-  {% for section in sections %}
+  {% for g in groups %}
-    {% if section.section.value == 'debt_minimum' %}
+    <details class="group" id="group-{{ g.group.value }}"{% if g.default_open %} open{% endif %}>
-      {% include "partials/section.html" %}
+      <summary class="group-header">
-      {% include "partials/target_card.html" %}
+        <span class="chevron" aria-hidden="true"></span>
-    {% else %}
+        <span class="group-name">{{ g.label }}</span>
-      {% include "partials/section.html" %}
+        <span class="group-total" id="group-total-{{ g.group.value }}">${{ '%.2f' | format(g.total) }}</span>
-    {% endif %}
+      </summary>
+      {% for section in g.sections %}
+        {% include "partials/section.html" %}
+        {% if g.group.value == 'committed' and section.section.value == 'debt_minimum' %}
+          {% include "partials/target_card.html" %}
+        {% endif %}
+      {% endfor %}
+    </details>
   {% endfor %}
 </div>
 {% endblock %}

src/quartermaster/templates/month.html

@@ -3,13 +3,24 @@
 <div class="budget">
   {% include "partials/month_nav.html" %}
   {% include "partials/month_zero.html" %}
-  {% for section in sections %}
+  {% for g in groups %}
-    {% if section.section.value == 'debt_minimum' %}
+    <details class="group" id="group-{{ g.group.value }}"{% if g.default_open %} open{% endif %}>
-      {% include "partials/month_section.html" %}
+      <summary class="group-header">
-      {% include "partials/month_target.html" %}
+        <span class="chevron" aria-hidden="true"></span>
-    {% else %}
+        <span class="group-name">{{ g.label }}</span>
-      {% include "partials/month_section.html" %}
+        <span class="group-total" id="group-total-{{ g.group.value }}">
-    {% endif %}
+          <span class="applied">${{ '%.2f' | format(g.total_applied) }}</span>
+          <span class="divider">/</span>
+          <span class="planned">${{ '%.2f' | format(g.total_planned) }}</span>
+        </span>
+      </summary>
+      {% for section in g.sections %}
+        {% include "partials/month_section.html" %}
+        {% if g.group.value == 'committed' and section.section.value == 'debt_minimum' %}
+          {% include "partials/month_target.html" %}
+        {% endif %}
+      {% endfor %}
+    </details>
   {% endfor %}
 </div>
 {% endblock %}

src/quartermaster/templates/partials/budget_group_totals.html

@@ -0,0 +1,3 @@
+{% for g in groups -%}
+<span class="group-total" id="group-total-{{ g.group.value }}" hx-swap-oob="outerHTML">${{ '%.2f' | format(g.total) }}</span>
+{% endfor -%}

src/quartermaster/templates/partials/month_group_totals.html

@@ -0,0 +1,7 @@
+{% for g in groups -%}
+<span class="group-total" id="group-total-{{ g.group.value }}" hx-swap-oob="outerHTML">
+  <span class="applied">${{ '%.2f' | format(g.total_applied) }}</span>
+  <span class="divider">/</span>
+  <span class="planned">${{ '%.2f' | format(g.total_planned) }}</span>
+</span>
+{% endfor -%}