Month lifecycle: Planning, Active, Closed with reconciliation gate #16

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claude-code merged 4 commits from feat/15-month-lifecycle into main 2026-04-17 13:05:00 -06:00
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@ -2,7 +2,7 @@ from __future__ import annotations
import re
from dataclasses import dataclass
from datetime import date
from datetime import date, datetime, timezone
from decimal import Decimal
from enum import Enum
@ -23,6 +23,7 @@ from quartermaster.models import (
Month,
MonthDebtTarget,
MonthEntry,
MonthState,
Section,
)
@ -306,3 +307,54 @@ def set_month_target(
db.commit()
db.refresh(target)
return target
class MonthLifecycleError(Exception):
"""Raised when a state transition or edit is rejected."""
def activate_month(db: Session, month: Month) -> Month:
if month.state != MonthState.planning:
raise MonthLifecycleError(
f"cannot activate a {month.state.value} month"
)
month.state = MonthState.active
month.activated_at = datetime.now(timezone.utc)
db.commit()
db.refresh(month)
return month
def close_month(db: Session, month: Month) -> Month:
if month.state != MonthState.active:
raise MonthLifecycleError(
f"cannot close a {month.state.value} month"
)
zero = month_zero(month)
if zero.applied != Decimal("0.00"):
raise MonthLifecycleError(
"applied balance must equal $0.00 before closing; "
f"currently ${zero.applied}"
)
month.state = MonthState.closed
month.closed_at = datetime.now(timezone.utc)
db.commit()
db.refresh(month)
return month
def reopen_month(db: Session, month: Month) -> Month:
if month.state != MonthState.closed:
raise MonthLifecycleError(
f"cannot reopen a {month.state.value} month"
)
month.state = MonthState.active
month.closed_at = None
db.commit()
db.refresh(month)
return month
def ensure_editable(month: Month) -> None:
if month.state == MonthState.closed:
raise MonthLifecycleError("month is closed; reopen to edit")