fix: complete local transaction workflows

config/settings.py

@@ -36,6 +36,7 @@ TEMPLATES = [{
 }]
 SESSION_ENGINE = "django.contrib.sessions.backends.signed_cookies"
 STATIC_URL = "static/"
+LOCAL_SERVE_STATIC = os.environ.get("LOCAL_SERVE_STATIC", "true").casefold() in {"1", "true", "yes"}
 DATABASES = {"default": {
     "ENGINE": "django.db.backends.postgresql",
     "NAME": required("DB_NAME"),

config/urls.py

@@ -1,4 +1,6 @@
-from django.urls import path
+from django.conf import settings
+from django.contrib.staticfiles.views import serve as serve_static
+from django.urls import path, re_path
 from core import views
 
 urlpatterns = [
@@ -18,3 +20,8 @@ urlpatterns = [
     path("payees/new/", views.payee_create, name="payee-create"),
     path("payees/<uuid:reference_id>/archive/", views.payee_archive, name="payee-archive"),
 ]
+
+if settings.LOCAL_SERVE_STATIC:
+    urlpatterns.append(
+        re_path(r"^static/(?P<path>.*)$", serve_static, {"insecure": True}, name="local-static")
+    )

core/forms.py

@@ -3,13 +3,15 @@ from uuid import UUID
 from django import forms
 
 from finance.models import Account, Category, Payee, Transaction
+from finance.queries import active_accounts, active_categories, active_payees
 
 
 def _reference_choices(model, *, include=None):
-    rows = model.objects.filter(archived=False)
+    rows = {Account: active_accounts, Category: active_categories, Payee: active_payees}[model]()
     if include is not None:
         rows = model.objects.filter(pk=include.pk) | rows
-    return [(str(row.pk), row.name) for row in rows.order_by("name")]
+        rows = rows.order_by("name", "id")
+    return [(str(row.pk), row.name) for row in rows]
 
 
 def _uuid(value):

core/templates/core/transactions/detail.html

@@ -11,7 +11,12 @@
   <dt>Kind</dt><dd>{{ transaction.get_kind_display }}</dd>
   <dt>Payee</dt><dd>{{ transaction.payee.name|default:"—" }}</dd>
   <dt>Category</dt><dd>{{ transaction.category.name|default:"Uncategorized" }}</dd>
+  {% if transaction.statement %}<dt>Statement</dt><dd>{{ transaction.statement.period_start|date:"Y-m-d" }} to {{ transaction.statement.period_end|date:"Y-m-d" }}; due {{ transaction.statement.due_date|date:"Y-m-d" }}</dd>{% endif %}
+  {% if transaction.installment_plan %}<dt>Installment plan</dt><dd>{{ transaction.installment_plan.description|default:"(No description)" }} · {{ transaction.installment_number }} of {{ transaction.installment_plan.total_installments }}</dd>{% endif %}
+  {% if transaction.refund_of %}<dt>Refund of</dt><dd><a href="{% url 'transaction-detail' transaction.refund_of.pk %}">{{ transaction.refund_of.description|default:"(No description)" }}</a></dd>{% endif %}
+  {% if transaction.outgoing_transfer %}<dt>Transfer counterpart</dt><dd>Incoming to <a href="{% url 'transaction-detail' transaction.outgoing_transfer.incoming.pk %}">{{ transaction.outgoing_transfer.incoming.account.name }}</a></dd>{% elif transaction.incoming_transfer %}<dt>Transfer counterpart</dt><dd>Outgoing from <a href="{% url 'transaction-detail' transaction.incoming_transfer.outgoing.pk %}">{{ transaction.incoming_transfer.outgoing.account.name }}</a></dd>{% endif %}
 </dl>
+{% if transaction.refunds.all %}<h2>Refunds</h2><ul>{% for refund in transaction.refunds.all %}<li><a href="{% url 'transaction-detail' refund.pk %}">{{ refund.description|default:"(No description)" }}</a> · {{ refund.amount }} {{ refund.account.currency }}</li>{% endfor %}</ul>{% endif %}
 <h2>Source provenance</h2>
 {% if transaction.source_records.all %}<div class="table-wrap"><table><thead><tr><th>Format</th><th>Parser</th><th>Location</th></tr></thead><tbody>{% for source in transaction.source_records.all %}<tr><td>{{ source.source_format }}</td><td>{{ source.parser_version }}</td><td>{{ source.item_locator }}</td></tr>{% endfor %}</tbody></table></div>{% else %}<p>This transaction was entered manually.</p>{% endif %}
 {% endblock %}

core/templates/core/transactions/list.html

@@ -7,10 +7,10 @@
   <div><label for="date_to">To</label><input id="date_to" name="date_to" type="date" value="{{ request.GET.date_to }}">{% if filter_errors.date_to %}<p class="error">{{ filter_errors.date_to }}</p>{% endif %}</div>
   <div><label for="account">Account</label><select id="account" name="account"><option value="">All</option>{% for item in accounts %}<option value="{{ item.pk }}"{% if request.GET.account == item.pk|stringformat:'s' %} selected{% endif %}>{{ item.name }}{% if item.archived %} (Archived){% endif %}</option>{% endfor %}</select>{% if filter_errors.account %}<p class="error">{{ filter_errors.account }}</p>{% endif %}</div>
   <div><label for="kind">Kind</label><select id="kind" name="kind"><option value="">All</option>{% for value, label in kinds %}<option value="{{ value }}"{% if request.GET.kind == value %} selected{% endif %}>{{ label }}</option>{% endfor %}</select></div>
-  <div><label for="payee">Payee</label><select id="payee" name="payee"><option value="">All</option>{% for item in payees %}<option value="{{ item.pk }}">{{ item.name }}</option>{% endfor %}</select></div>
+  <div><label for="payee">Payee</label><select id="payee" name="payee"><option value="">All</option>{% for item in payees %}<option value="{{ item.pk }}"{% if request.GET.payee == item.pk|stringformat:'s' %} selected{% endif %}>{{ item.name }}</option>{% endfor %}</select></div>
-  <div><label for="category">Category</label><select id="category" name="category"><option value="">All</option>{% for item in categories %}<option value="{{ item.pk }}">{{ item.name }}</option>{% endfor %}</select></div>
+  <div><label for="category">Category</label><select id="category" name="category"><option value="">All</option>{% for item in categories %}<option value="{{ item.pk }}"{% if request.GET.category == item.pk|stringformat:'s' %} selected{% endif %}>{{ item.name }}</option>{% endfor %}</select></div>
   <div><label for="currency">Currency</label><input id="currency" name="currency" maxlength="3" value="{{ request.GET.currency }}">{% if filter_errors.currency %}<p class="error">{{ filter_errors.currency }}</p>{% endif %}</div>
-  <div><label for="uncategorized">Category status</label><select id="uncategorized" name="uncategorized"><option value="">All</option><option value="yes">Uncategorized</option><option value="no">Categorized</option></select></div>
+  <div><label for="uncategorized">Category status</label><select id="uncategorized" name="uncategorized"><option value="">All</option><option value="yes"{% if request.GET.uncategorized == 'yes' %} selected{% endif %}>Uncategorized</option><option value="no"{% if request.GET.uncategorized == 'no' %} selected{% endif %}>Categorized</option></select></div>
   <button type="submit">Filter</button>
 </form>
 {% if filter_errors %}<p class="error" role="alert">Review the invalid filters above.</p>{% endif %}
@@ -19,5 +19,5 @@
 {% for row in page %}<tr><td>{{ row.posting_date|date:"Y-m-d" }}</td><td><a href="{% url 'transaction-detail' row.pk %}">{{ row.description|default:"(No description)" }}</a></td><td>{{ row.account.name }}</td><td>{{ row.get_kind_display }}</td><td>{{ row.category.name|default:"Uncategorized" }}</td><td class="number">{{ row.amount }} {{ row.account.currency }}</td></tr>{% endfor %}
 </tbody></table></div>
 {% else %}<p>No transactions match these filters.</p>{% endif %}
-{% if page.has_other_pages %}<nav aria-label="Pagination">{% if page.has_previous %}<a href="?page={{ page.previous_page_number }}">Previous</a>{% endif %}<span>Page {{ page.number }} of {{ page.paginator.num_pages }}</span>{% if page.has_next %}<a href="?page={{ page.next_page_number }}">Next</a>{% endif %}</nav>{% endif %}
+{% if page.has_other_pages %}<nav aria-label="Pagination">{% if page.has_previous %}<a href="?{% if pagination_query %}{{ pagination_query }}&amp;{% endif %}page={{ page.previous_page_number }}">Previous</a>{% endif %}<span>Page {{ page.number }} of {{ page.paginator.num_pages }}</span>{% if page.has_next %}<a href="?{% if pagination_query %}{{ pagination_query }}&amp;{% endif %}page={{ page.next_page_number }}">Next</a>{% endif %}</nav>{% endif %}
 {% endblock %}

core/views.py

@@ -6,7 +6,10 @@ from django.shortcuts import get_object_or_404, redirect, render
 from django.views.decorators.http import require_POST
 
 from finance.models import Account, Category, Payee, Transaction
-from finance.queries import QueryInputError, TransactionFilters, filtered_transactions
+from finance.queries import (
+    QueryInputError, TransactionFilters, filtered_transactions,
+    listed_accounts, listed_categories, listed_payees,
+)
 from finance.services import (
     Actor, DomainError, annotate_transaction, archive, create_account,
     create_category, create_payee, record_transaction,
@@ -53,22 +56,27 @@ def transaction_list(request):
         rows = Transaction.objects.none()
         filter_errors = {field: _query_message(code) for field, code in exc.errors.items()}
     page = Paginator(rows, 50).get_page(request.GET.get("page"))
+    pagination_parameters = request.GET.copy()
+    pagination_parameters.pop("page", None)
     return render(request, "core/transactions/list.html", {
         "page": page,
         "filters": filters,
         "filter_errors": filter_errors,
-        "accounts": Account.objects.order_by("name"),
+        "accounts": listed_accounts(),
-        "categories": Category.objects.order_by("name"),
+        "categories": listed_categories(),
-        "payees": Payee.objects.order_by("name"),
+        "payees": listed_payees(),
         "kinds": Transaction.Kind.choices,
+        "pagination_query": pagination_parameters.urlencode(),
     })
 
 
 def transaction_detail(request, transaction_id):
     row = get_object_or_404(
         Transaction.objects.select_related(
-            "account", "payee", "category", "statement", "refund_of", "installment_plan"
+            "account", "payee", "category", "statement", "refund_of",
-        ).prefetch_related("source_records"),
+            "installment_plan", "outgoing_transfer__incoming__account",
+            "incoming_transfer__outgoing__account",
+        ).prefetch_related("source_records", "refunds"),
         pk=transaction_id,
     )
     return render(request, "core/transactions/detail.html", {"transaction": row})
@@ -113,15 +121,15 @@ def transaction_annotate(request, transaction_id):
 
 
 def account_list(request):
-    return _reference_list(request, Account, "Accounts", "account-create", "account-archive")
+    return _reference_list(request, listed_accounts(), "Accounts", "account-create", "account-archive")
 
 
 def category_list(request):
-    return _reference_list(request, Category, "Categories", "category-create", "category-archive")
+    return _reference_list(request, listed_categories(), "Categories", "category-create", "category-archive")
 
 
 def payee_list(request):
-    return _reference_list(request, Payee, "Payees", "payee-create", "payee-archive")
+    return _reference_list(request, listed_payees(), "Payees", "payee-create", "payee-archive")
 
 
 def account_create(request):
@@ -151,10 +159,10 @@ def payee_archive(request, reference_id):
     return _reference_archive(request, Payee, reference_id, "payee-list")
 
 
-def _reference_list(request, model, title, create_url, archive_url):
+def _reference_list(request, rows, title, create_url, archive_url):
     return render(request, "core/references/list.html", {
         "title": title,
-        "rows": model.objects.order_by("archived", "name"),
+        "rows": rows,
         "create_url": create_url,
         "archive_url": archive_url,
     })

finance/queries.py

@@ -6,7 +6,7 @@ from uuid import UUID
 
 from django.db.models import QuerySet
 
-from finance.models import Transaction
+from finance.models import Account, Category, Payee, Transaction
 
 
 _CURRENCY_RE = re.compile(r"[A-Z]{3}", re.ASCII)
@@ -95,6 +95,30 @@ def filtered_transactions(filters: TransactionFilters) -> QuerySet[Transaction]:
     return rows.order_by("-posting_date", "-id")
 
 
+def listed_accounts() -> QuerySet[Account]:
+    return Account.objects.order_by("archived", "name", "id")
+
+
+def listed_categories() -> QuerySet[Category]:
+    return Category.objects.order_by("archived", "name", "id")
+
+
+def listed_payees() -> QuerySet[Payee]:
+    return Payee.objects.order_by("archived", "name", "id")
+
+
+def active_accounts() -> QuerySet[Account]:
+    return Account.objects.filter(archived=False).order_by("name", "id")
+
+
+def active_categories() -> QuerySet[Category]:
+    return Category.objects.filter(archived=False).order_by("name", "id")
+
+
+def active_payees() -> QuerySet[Payee]:
+    return Payee.objects.filter(archived=False).order_by("name", "id")
+
+
 def _optional_string(value: object) -> str | None:
     if value is None:
         return None

tests/finance/test_queries.py

@@ -1,6 +1,7 @@
 from datetime import date
 
 import pytest
+import finance.queries as queries
 
 from finance.models import Account, Category, Payee, Transaction
 from finance.queries import (
@@ -105,3 +106,21 @@ def test_filter_errors_are_reported_together_and_date_order_is_checked():
         "account": "invalid_uuid",
         "date_to": "before_date_from",
     }
+
+
+def test_reference_lists_include_history_after_active_rows_with_stable_names():
+    active_account = make_account("Synthetic Active")
+    archived_account = make_account("Synthetic Archived")
+    archived_account.archived = True
+    archived_account.save(update_fields=["archived"])
+    active_category = Category.objects.create(name="Synthetic Active", kind=Category.Kind.EXPENSE)
+    archived_category = Category.objects.create(name="Synthetic Archived", kind=Category.Kind.EXPENSE, archived=True)
+    active_payee = Payee.objects.create(name="Synthetic Active")
+    archived_payee = Payee.objects.create(name="Synthetic Archived", archived=True)
+
+    assert list(queries.listed_accounts()) == [active_account, archived_account]
+    assert list(queries.listed_categories()) == [active_category, archived_category]
+    assert list(queries.listed_payees()) == [active_payee, archived_payee]
+    assert list(queries.active_accounts()) == [active_account]
+    assert list(queries.active_categories()) == [active_category]
+    assert list(queries.active_payees()) == [active_payee]

tests/test_web_workflows.py

@@ -1,12 +1,26 @@
 from datetime import date
 from decimal import Decimal
+from html import unescape
+import re
+from urllib.parse import parse_qs, urlsplit
 
 import pytest
+from django.conf import settings
 from django.test import Client
 from django.urls import reverse
 
 from finance.models import Account, AuditEvent, Category, Payee, SourceRecord, Transaction
-from finance.services import Actor, create_account, create_category, create_payee, record_transaction
+from finance.services import (
+    Actor,
+    DomainError,
+    create_account,
+    create_category,
+    create_payee,
+    create_plan,
+    create_statement,
+    create_transfer,
+    record_transaction,
+)
 
 
 pytestmark = pytest.mark.django_db(transaction=True)
@@ -51,6 +65,16 @@ def test_root_and_transaction_pages_are_discoverable_and_filter_rows(client):
     assert "Accounts" in content and "Categories" in content and "Payees" in content
 
 
+def test_loopback_runtime_serves_the_application_stylesheet(client):
+    assert settings.DEBUG is False
+    assert settings.LOCAL_SERVE_STATIC is True
+
+    response = client.get("/static/core/app.css")
+
+    assert response.status_code == 200
+    assert b"font-family: system-ui" in b"".join(response.streaming_content)
+
+
 def test_invalid_transaction_filters_are_shown_without_querying(client):
     response = client.get(reverse("transaction-list"), {"date_from": "not-a-date"})
 
@@ -58,6 +82,45 @@ def test_invalid_transaction_filters_are_shown_without_querying(client):
     assert "Enter a valid date." in response.content.decode()
 
 
+def test_transaction_pagination_preserves_filters_and_selected_controls(client):
+    bank = account()
+    category = create_category(name="Synthetic Food", kind="EXPENSE", actor=SETUP_ACTOR)
+    payee = create_payee(name="Synthetic Merchant", actor=SETUP_ACTOR)
+    Transaction.objects.bulk_create([
+        Transaction(
+            account=bank,
+            amount=Decimal("-1.00"),
+            posting_date=date(2026, 1, 15),
+            kind="EXPENSE",
+            description=f"Synthetic row {number}",
+            category=category,
+            payee=payee,
+        )
+        for number in range(51)
+    ])
+
+    response = client.get(reverse("transaction-list"), {
+        "currency": "BRL",
+        "payee": str(payee.pk),
+        "category": str(category.pk),
+        "uncategorized": "no",
+        "page": "1",
+    })
+
+    content = response.content.decode()
+    next_href = unescape(re.search(r'href="([^"]+)">Next', content).group(1))
+    assert parse_qs(urlsplit(next_href).query) == {
+        "currency": ["BRL"],
+        "payee": [str(payee.pk)],
+        "category": [str(category.pk)],
+        "uncategorized": ["no"],
+        "page": ["2"],
+    }
+    assert f'<option value="{payee.pk}" selected>' in content
+    assert f'<option value="{category.pk}" selected>' in content
+    assert '<option value="no" selected>Categorized</option>' in content
+
+
 def test_transaction_detail_shows_relationships_and_provenance(client):
     bank = account()
     row = transaction(bank)
@@ -79,6 +142,65 @@ def test_transaction_detail_shows_relationships_and_provenance(client):
     assert "row:2" in content
 
 
+def test_transaction_details_show_all_financial_relationships(client):
+    bank = account()
+    other = account("Synthetic Other")
+    card = create_account(name="Synthetic Card", kind="CREDIT_CARD", currency="BRL", actor=SETUP_ACTOR)
+    statement = create_statement(
+        account_id=card.pk,
+        period_start=date(2026, 1, 1),
+        period_end=date(2026, 1, 31),
+        due_date=date(2026, 2, 10),
+        actor=SETUP_ACTOR,
+    )
+    plan = create_plan(
+        account_id=card.pk,
+        description="Synthetic appliance plan",
+        total_installments=3,
+        actor=SETUP_ACTOR,
+    )
+    installment = record_transaction(
+        account_id=card.pk,
+        amount="-30.00",
+        posting_date=date(2026, 1, 15),
+        kind="EXPENSE",
+        description="Synthetic installment",
+        statement_id=statement.pk,
+        installment_plan_id=plan.pk,
+        installment_number=2,
+        actor=SETUP_ACTOR,
+    )
+    refund = record_transaction(
+        account_id=bank.pk,
+        amount="10.00",
+        posting_date=date(2026, 1, 20),
+        kind="REFUND",
+        description="Synthetic refund",
+        refund_of_id=installment.pk,
+        actor=SETUP_ACTOR,
+    )
+    transfer = create_transfer(
+        outgoing_account_id=bank.pk,
+        incoming_account_id=other.pk,
+        amount="15.00",
+        outgoing_date=date(2026, 1, 21),
+        incoming_date=date(2026, 1, 22),
+        actor=SETUP_ACTOR,
+    )
+
+    installment_page = client.get(reverse("transaction-detail", args=[installment.pk])).content.decode()
+    refund_page = client.get(reverse("transaction-detail", args=[refund.pk])).content.decode()
+    outgoing_page = client.get(reverse("transaction-detail", args=[transfer.outgoing_id])).content.decode()
+    incoming_page = client.get(reverse("transaction-detail", args=[transfer.incoming_id])).content.decode()
+
+    assert "Statement" in installment_page and "2026-01-31" in installment_page
+    assert "Synthetic appliance plan" in installment_page and "2 of 3" in installment_page
+    assert "Refunds" in installment_page and "Synthetic refund" in installment_page
+    assert "Refund of" in refund_page and "Synthetic installment" in refund_page
+    assert "Transfer counterpart" in outgoing_page and "Synthetic Other" in outgoing_page
+    assert "Transfer counterpart" in incoming_page and "Synthetic Bank" in incoming_page
+
+
 @pytest.mark.parametrize(
     "route,args",
     [
@@ -213,3 +335,27 @@ def test_domain_errors_render_as_safe_fixed_messages(client):
     assert "Expense amounts must be negative." in content
     assert "Synthetic invalid sign" in content
     assert Transaction.objects.filter(description="Synthetic invalid sign").count() == 0
+
+
+def test_unknown_domain_error_uses_safe_fallback_without_exposing_code(client, monkeypatch):
+    bank = account()
+
+    def rejected_write(**_values):
+        raise DomainError("synthetic_private_error_code")
+
+    monkeypatch.setattr("core.views.record_transaction", rejected_write)
+    response = client.post(reverse("transaction-create"), {
+        "account": bank.pk,
+        "amount": "-24.50",
+        "posting_date": "2026-01-15",
+        "occurrence_date": "",
+        "kind": "EXPENSE",
+        "description": "Synthetic rejected transaction",
+        "payee": "",
+        "category": "",
+    })
+
+    content = response.content.decode()
+    assert response.status_code == 200
+    assert "Unable to save this change." in content
+    assert "synthetic_private_error_code" not in content