tests/test_groups.py

@@ -1,5 +1,6 @@
 from __future__ import annotations
 
+from datetime import date
 from decimal import Decimal
 
 from quartermaster import month_service, service
@@ -65,10 +66,10 @@ def test_month_group_views_planned_and_applied(db):
     service.add_entry(db, Section.fixed_bill, "Rent", Decimal("1200.00"))
     service.add_entry(db, Section.sinking_fund, "Emergency", Decimal("300.00"))
     month = month_service.create_month(db, "2026-04")
-    # seed applied values
+    # seed applied values via a posting
     rent = next(e for e in month.entries if e.origin_name == "Rent")
-    month_service.update_month_entry(
+    month_service.add_posting(
-        db, month, rent.id, applied=Decimal("1200.00")
+        db, month, rent.id, date.today(), Decimal("1200.00"), description="test"
     )
     db.refresh(month)
     views = {v.group: v for v in month_service.month_group_views(month)}

tests/test_month_lifecycle.py

@@ -1,5 +1,6 @@
 from __future__ import annotations
 
+from datetime import date
 from decimal import Decimal
 
 import pytest
@@ -16,10 +17,10 @@ def _seed(db, balance_to_zero=False):
     service.add_entry(db, Section.other, "Misc", Decimal("60.00"))
     month = month_service.create_month(db, "2026-04")
     if balance_to_zero:
-        # Apply income fully and distribute applied to match planned exactly
+        # Post one transaction per entry matching the planned amount
         for entry in month.entries:
-            month_service.update_month_entry(
+            month_service.add_posting(
-                db, month, entry.id, applied=entry.planned
+                db, month, entry.id, date.today(), entry.planned, description="seed"
             )
         db.refresh(month)
     return month
@@ -61,8 +62,8 @@ def test_close_requires_zero_balance(db):
     # applied zero is 0 - 0 = 0, but income applied is 0 so
     # (0 income - 0 others) == 0 actually. Force a non-zero by applying to food.
     food = next(e for e in month.entries if e.origin_name == "Groceries")
-    month_service.update_month_entry(
+    month_service.add_posting(
-        db, month, food.id, applied=Decimal("50.00")
+        db, month, food.id, date.today(), Decimal("50.00"), description="seed"
     )
     db.refresh(month)
     with pytest.raises(month_service.MonthLifecycleError) as exc:
@@ -128,13 +129,16 @@ def _seed_via_api(client, balance_to_zero=False):
     if balance_to_zero:
         # entry ids 1,2,3 in that order
         client.post(
-            "/month/2026-04/entries/1", data={"applied": "1000.00"}
+            "/month/2026-04/entries/1/postings",
+            data={"occurred_on": "2026-04-01", "amount": "1000.00"},
         )
         client.post(
-            "/month/2026-04/entries/2", data={"applied": "600.00"}
+            "/month/2026-04/entries/2/postings",
+            data={"occurred_on": "2026-04-01", "amount": "600.00"},
         )
         client.post(
-            "/month/2026-04/entries/3", data={"applied": "400.00"}
+            "/month/2026-04/entries/3/postings",
+            data={"occurred_on": "2026-04-15", "amount": "400.00"},
         )
 
 
@@ -148,8 +152,11 @@ def test_activate_route(client):
 def test_close_route_rejects_unbalanced(client):
     _seed_via_api(client)
     client.post("/month/2026-04/activate")
-    # apply some expense without income to produce an unbalanced state
+    # post an expense without income to produce an unbalanced state
-    client.post("/month/2026-04/entries/2", data={"applied": "100.00"})
+    client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "100.00"},
+    )
     response = client.post("/month/2026-04/close")
     assert response.status_code == 400
     assert "0.00" in response.json()["detail"]
@@ -182,7 +189,8 @@ def test_mutations_rejected_on_closed_month(client):
     )
     assert add_response.status_code == 400
     update_response = client.post(
-        "/month/2026-04/entries/1", data={"applied": "1200.00"}
+        "/month/2026-04/entries/1/postings",
+        data={"occurred_on": "2026-04-15", "amount": "50.00"},
     )
     assert update_response.status_code == 400
     delete_response = client.delete("/month/2026-04/entries/1")
@@ -201,8 +209,11 @@ def test_month_page_shows_planning_badge_and_activate_button(client):
 def test_month_page_shows_active_badge_with_disabled_close_when_unbalanced(client):
     _seed_via_api(client)
     client.post("/month/2026-04/activate")
-    # force imbalance
+    # force imbalance via a posting
-    client.post("/month/2026-04/entries/2", data={"applied": "100.00"})
+    client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "100.00"},
+    )
     response = client.get("/month/2026-04")
     assert response.status_code == 200
     assert "state-active" in response.text
@@ -237,7 +248,10 @@ def test_closed_month_inputs_are_disabled(client):
     client.post("/month/2026-04/activate")
     client.post("/month/2026-04/close")
     response = client.get("/month/2026-04")
-    # name inputs rendered with disabled
+    # Editable inputs are replaced by readonly spans on closed months,
-    assert "disabled" in response.text
+    # so the name/planned inputs should not appear.
+    assert 'name="planned"' not in response.text
+    assert 'name="name"' not in response.text
+    assert "class=\"readonly\"" in response.text
     # delete buttons not rendered
     assert "Delete Paycheck" not in response.text

tests/test_month_routes.py

@@ -38,23 +38,24 @@ def test_created_month_renders_snapshot(client):
     assert "Paycheck" in response.text
     assert "Rent" in response.text
     assert "Card A" in response.text
-    # totals: applied / planned
+    # totals: applied / planned rendered with thousands separators
-    assert "$2500.00" in response.text
+    assert "$2,500.00" in response.text
-    assert "$1200.00" in response.text
+    assert "$1,200.00" in response.text
 
 
 def test_applied_update_returns_section_partial(client):
     _seed_budget_via_api(client)
     client.post("/month/2026-04/create")
-    # fetch month page, identify rent month_entry id = 2 (after income id 1)
+    # rent is month_entry id=2 (after income id=1). Post a transaction so
+    # applied accumulates to 1200.
     response = client.post(
-        "/month/2026-04/entries/2", data={"applied": "1200.00"}
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200.00"},
     )
     assert response.status_code == 200
     # rent is in fixed_bill section; total_applied should now include 1200
     assert 'id="section-fixed_bill"' in response.text
-    # two $1200.00 occurrences: total_applied and planned (same amount)
+    assert "$1,200.00" in response.text or "$1200.00" in response.text
-    assert response.text.count("$1200.00") >= 2
 
 
 def test_name_edit_flips_to_modified(client):

tests/test_month_service.py

@@ -1,5 +1,6 @@
 from __future__ import annotations
 
+from datetime import date
 from decimal import Decimal
 
 import pytest
@@ -8,6 +9,13 @@ from quartermaster import month_service, service
 from quartermaster.models import Section
 
 
+def _apply(db, month, entry_id, amount):
+    """Record an applied amount against a month entry by posting."""
+    return month_service.add_posting(
+        db, month, entry_id, date.today(), Decimal(str(amount)), description="test"
+    )
+
+
 def _seed_budget(db):
     income = service.add_entry(db, Section.income, "Paycheck", Decimal("2500.00"))
     rent = service.add_entry(
@@ -96,9 +104,8 @@ def test_applied_update_changes_totals(db):
     _seed_budget(db)
     month = month_service.create_month(db, "2026-04")
     rent = next(e for e in month.entries if e.origin_name == "Rent")
-    month_service.update_month_entry(
+    _apply(db, month, rent.id, "1200.00")
-        db, month, rent.id, applied=Decimal("1200.00")
+    db.refresh(month)
-    )
     view = month_service.section_view(month, Section.fixed_bill, "Fixed")
     assert view.total_applied == Decimal("1200.00")
     assert view.total_planned == Decimal("1200.00")

tests/test_notes.py

@@ -155,5 +155,6 @@ def test_month_page_renders_notes_inputs(client):
     client.post("/month/2026-04/create")
     response = client.get("/month/2026-04")
     assert response.status_code == 200
-    assert "entry-notes-row" in response.text
+    # notes input lives inside the expandable entry body now
+    assert 'name="notes"' in response.text
     assert "auto-pay" in response.text

tests/test_postings.py

@@ -0,0 +1,226 @@
+from __future__ import annotations
+
+from datetime import date
+from decimal import Decimal
+
+import pytest
+
+from quartermaster import month_service, service
+from quartermaster.models import Posting, Section
+
+
+def _seed_month(db, section=Section.fixed_bill, name="Rent", planned="1200"):
+    service.add_entry(db, Section.income, "Paycheck", Decimal("2500"))
+    service.add_entry(db, section, name, Decimal(planned))
+    return month_service.create_month(db, "2026-04")
+
+
+def test_add_posting_sums_into_applied(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    month_service.add_posting(
+        db, month, rent.id, date(2026, 4, 1), Decimal("600"), description="first half"
+    )
+    month_service.add_posting(
+        db, month, rent.id, date(2026, 4, 15), Decimal("600"), description="second half"
+    )
+    db.refresh(rent)
+    assert rent.applied == Decimal("1200.00")
+    assert len(rent.postings) == 2
+
+
+def test_empty_entry_applied_is_zero(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    assert rent.applied == Decimal("0.00")
+    assert rent.postings == []
+
+
+def test_negative_posting_allowed(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    month_service.add_posting(
+        db, month, rent.id, date(2026, 4, 1), Decimal("1200")
+    )
+    month_service.add_posting(
+        db, month, rent.id, date(2026, 4, 3), Decimal("-50"), description="refund"
+    )
+    db.refresh(rent)
+    assert rent.applied == Decimal("1150.00")
+
+
+def test_update_posting(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    posting = month_service.add_posting(
+        db, month, rent.id, date(2026, 4, 1), Decimal("1100")
+    )
+    month_service.update_posting(
+        db, month, posting.id,
+        amount=Decimal("1200"),
+        description="corrected",
+        occurred_on=date(2026, 4, 3),
+    )
+    db.refresh(rent)
+    assert rent.applied == Decimal("1200.00")
+    updated = rent.postings[0]
+    assert updated.description == "corrected"
+    assert updated.occurred_on == date(2026, 4, 3)
+
+
+def test_delete_posting(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    p1 = month_service.add_posting(db, month, rent.id, date.today(), Decimal("600"))
+    p2 = month_service.add_posting(db, month, rent.id, date.today(), Decimal("600"))
+    entry = month_service.delete_posting(db, month, p1.id)
+    db.refresh(rent)
+    assert entry.id == rent.id
+    assert rent.applied == Decimal("600.00")
+    assert len(rent.postings) == 1
+    assert rent.postings[0].id == p2.id
+
+
+def test_delete_entry_cascades_postings(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    month_service.add_posting(db, month, rent.id, date.today(), Decimal("600"))
+    month_service.add_posting(db, month, rent.id, date.today(), Decimal("600"))
+    # Postings count before deletion
+    all_postings = db.query(Posting).filter(Posting.month_entry_id == rent.id).count()
+    assert all_postings == 2
+    month_service.delete_month_entry(db, month, rent.id)
+    db.expire_all()
+    remaining = db.query(Posting).filter(Posting.month_entry_id == rent.id).count()
+    assert remaining == 0
+
+
+def test_postings_ordered_desc(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    month_service.add_posting(db, month, rent.id, date(2026, 4, 1), Decimal("100"))
+    month_service.add_posting(db, month, rent.id, date(2026, 4, 15), Decimal("200"))
+    month_service.add_posting(db, month, rent.id, date(2026, 4, 8), Decimal("150"))
+    db.refresh(rent)
+    dates = [p.occurred_on for p in rent.postings]
+    assert dates == [date(2026, 4, 15), date(2026, 4, 8), date(2026, 4, 1)]
+
+
+def test_update_month_entry_rejects_applied_kwarg(db):
+    month = _seed_month(db)
+    rent = next(e for e in month.entries if e.origin_name == "Rent")
+    with pytest.raises(TypeError):
+        month_service.update_month_entry(
+            db, month, rent.id, applied=Decimal("500")
+        )
+
+
+# ----- Route-level tests -----
+
+def _seed_via_api(client):
+    client.post(
+        "/sections/income/entries",
+        data={"name": "Paycheck", "amount": "2500"},
+    )
+    client.post(
+        "/sections/fixed_bill/entries",
+        data={"name": "Rent", "amount": "1200"},
+    )
+    client.post("/month/2026-04/create")
+
+
+def test_add_posting_route(client):
+    _seed_via_api(client)
+    response = client.post(
+        "/month/2026-04/entries/2/postings",
+        data={
+            "occurred_on": "2026-04-01",
+            "amount": "1200",
+            "description": "April rent",
+            "payee": "Landlord",
+        },
+    )
+    assert response.status_code == 200
+    assert "April rent" in response.text
+    assert "Landlord" in response.text
+
+
+def test_update_posting_route(client):
+    _seed_via_api(client)
+    client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1100"},
+    )
+    # posting id is 1 (first created)
+    response = client.post(
+        "/month/2026-04/postings/1",
+        data={"amount": "1200", "description": "fixed amount"},
+    )
+    assert response.status_code == 200
+    assert "fixed amount" in response.text
+
+
+def test_delete_posting_route(client):
+    _seed_via_api(client)
+    client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200"},
+    )
+    response = client.delete("/month/2026-04/postings/1")
+    assert response.status_code == 200
+    # The section partial should render with no postings and applied back to $0
+    assert "$0.00" in response.text
+
+
+def test_posting_routes_reject_invalid_date(client):
+    _seed_via_api(client)
+    response = client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "not-a-date", "amount": "100"},
+    )
+    assert response.status_code == 400
+
+
+def test_posting_rejected_on_closed_month(client):
+    _seed_via_api(client)
+    # Post balancing transactions so the month can close
+    client.post(
+        "/month/2026-04/entries/1/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200"},
+    )
+    client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200"},
+    )
+    client.post("/month/2026-04/activate")
+    close = client.post("/month/2026-04/close")
+    assert close.status_code == 204
+    # Now try to add a new posting on the closed month
+    response = client.post(
+        "/month/2026-04/entries/1/postings",
+        data={"occurred_on": "2026-04-20", "amount": "1"},
+    )
+    assert response.status_code == 400
+
+
+def test_applied_update_via_posting_flips_zero_tone(client):
+    _seed_via_api(client)
+    response = client.post(
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200"},
+    )
+    assert response.status_code == 200
+    # With only rent applied, applied zero = 0 - 1200 = -1200 -> negative
+    assert "tone-negative" in response.text
+
+
+def test_posting_count_badge_renders(client):
+    _seed_via_api(client)
+    for i in range(3):
+        client.post(
+            "/month/2026-04/entries/2/postings",
+            data={"occurred_on": "2026-04-01", "amount": "400"},
+        )
+    page = client.get("/month/2026-04")
+    assert page.status_code == 200
+    assert "3 txns" in page.text

tests/test_zero_amount.py

@@ -1,11 +1,18 @@
 from __future__ import annotations
 
+from datetime import date
 from decimal import Decimal
 
 from quartermaster import month_service, service
 from quartermaster.models import Section
 
 
+def _apply(db, month, entry_id, amount):
+    return month_service.add_posting(
+        db, month, entry_id, date.today(), Decimal(str(amount)), description="test"
+    )
+
+
 def test_zero_tone_classification():
     assert service.zero_tone(Decimal("0")) == "zero"
     assert service.zero_tone(Decimal("0.00")) == "zero"
@@ -66,12 +73,8 @@ def test_month_zero_reflects_applied_updates(db):
     month = month_service.create_month(db, "2026-04")
     income_entry = next(e for e in month.entries if e.origin_name == "Paycheck")
     rent_entry = next(e for e in month.entries if e.origin_name == "Rent")
-    month_service.update_month_entry(
+    _apply(db, month, income_entry.id, "2500.00")
-        db, month, income_entry.id, applied=Decimal("2500.00")
+    _apply(db, month, rent_entry.id, "1200.00")
-    )
-    month_service.update_month_entry(
-        db, month, rent_entry.id, applied=Decimal("1200.00")
-    )
     db.refresh(month)
     z = month_service.month_zero(month)
     # applied income 2500 - applied (1200 + 0) = 1300
@@ -117,9 +120,10 @@ def test_month_entry_update_returns_zero_widget_oob(client):
         data={"name": "Rent", "amount": "1200.00"},
     )
     client.post("/month/2026-04/create")
-    # updating rent applied should bring the month zero widget back with new values
+    # posting rent applied via the ledger should bring the month zero widget back with new values
     response = client.post(
-        "/month/2026-04/entries/2", data={"applied": "1200.00"}
+        "/month/2026-04/entries/2/postings",
+        data={"occurred_on": "2026-04-01", "amount": "1200.00"},
     )
     assert response.status_code == 200
     assert 'id="zero-widget"' in response.text