## Inventory outcome

Repository inspected read-only at:

`/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import`  
Commit: `c332f4c1018699899f11382dff688fbd16a45944`

### Existing TrueWealth route and navigation

- `frontend/src/router/index.ts:9,41`
  - Lazy-loads `frontend/src/pages/TrueWealthPage.vue`.
  - Existing route is `/portfolio/truewealth`, name `truewealth`, title `TrueWealth Roboadvisor`.
  - **No route change is needed** for Sprint 12.

- `frontend/src/navigation/userNav.ts:60-73`
  - TrueWealth is already a ready child of **Vermögen**:
    - key `truewealth`
    - label `TrueWealth`
    - target `/portfolio/truewealth`
  - It appears as a desktop submenu item, mobile drawer deep link, and under mobile **Mehr**.
  - **No navigation-model change is needed.**

- `frontend/src/components/SidebarNav.vue`
  - Desktop sidebar activates at Tailwind `lg` (`>=1024px`).
  - Below `lg`, the UI uses a fixed menu button, full-screen drawer, and bottom navigation.
  - Consequently, iPad portrait behaves as mobile/tablet; a 1024-CSS-pixel landscape viewport crosses into the desktop shell.

### Current TrueWealth page behavior

- `frontend/src/pages/TrueWealthPage.vue`
  - On mount, concurrently calls:
    - `getHealth()`
    - `getRuntimeStatus()`
    - `getOverview()`
    - `getReferenceAccounts()`
  - Finds the account where:
    - `portfolio_bucket === 'truewealth'`
    - `valuation_mode === 'manual_total_value'`
  - Displays only `overview.truewealth_value_chf`.
  - Supports a manual amount/date/note flow:
    1. POST account-value preview.
    2. Show amount-only preview.
    3. POST confirm with `preview_id` and `confirm: true`.
    4. Show audit ID and reload.
  - Explicitly says no provider call during rendering and forbids individual TrueWealth positions.
  - The “history” section is **static explanatory copy only**; it loads no history.
  - There is currently:
    - no snapshot list,
    - no snapshot detail,
    - no positions display,
    - no statement/file import,
    - no import preview,
    - no import-session history,
    - no empty state for a missing TrueWealth account.
  - If no matching account exists, preview silently returns without user feedback.
  - Responsive behavior is limited to:
    - wrapped summary/actions,
    - form changing from one column to `md:grid-cols-3`.
  - It has no dedicated mobile cards/table switch.

### Existing frontend API contracts

- `frontend/src/api/positions.ts:4,17-18`
  - Existing calls:
    - `GET /api/reference/accounts`
    - `POST /api/accounts/{account_id}/value/preview`
    - `POST /api/accounts/{account_id}/value/confirm`

- `frontend/src/api/types.ts`
  - Existing relevant types:
    - `Overview` with optional `truewealth_value_chf` — line 6
    - `ReferenceAccount` — line 42
    - `PreviewResponse` — line 43
    - `ConfirmResponse` — line 44
    - `AccountValueRequest` — line 52
  - Missing dedicated types for:
    - TrueWealth snapshot summary/detail,
    - imported portfolio positions,
    - upload metadata,
    - import preview rows/totals/warnings,
    - import confirm result/session history.

### Existing backend support and gaps

- `src/jarvis_finance/api/schemas/positions.py:250-268,371-384`
  - Defines `ReferenceAccount`, account-value requests, and generic preview/confirm responses.

- `src/jarvis_finance/api/routers/positions.py:53-55,138-145`
  - Exposes reference-account GET and account-value preview/confirm POST.
  - **No GET endpoint exposes TrueWealth account-value history.**
  - **No TrueWealth import/preview/confirm/detail endpoint exists in this tree.**

- `src/jarvis_finance/services/manual_entry_service.py:121-166,1081-1102`
  - Classifies TrueWealth as:
    - `manual_total_value`
    - bucket `truewealth`
    - `allow_position_adds = false`
  - Preview validates a positive amount without writing.
  - Confirm writes `account_value_snapshots` and an `account_value_confirm` audit.
  - Provider search is not involved.

- `src/jarvis_finance/storage/migrations.py:1520-1535`
  - `account_value_snapshots` already stores account, valuation date, total CHF value, source, quality, note, and timestamps.
  - This can back snapshot history once exposed safely.

- `src/jarvis_finance/services/manual_entry_service.py:522-528`
  - Explicitly blocks ordinary equity/ETF position creation under the TrueWealth managed account.
  - Any Sprint 12 “positions” must therefore be a separate read-only imported snapshot contract, not ordinary ledger positions, unless the domain model is intentionally changed.

## Reusable UI and responsive patterns

### Best reusable components

- `frontend/src/components/DetailDrawer.vue`
  - Best existing detail surface.
  - Mobile: bottom sheet, maximum `88dvh`.
  - `md`: centered modal-like sheet.
  - `lg`: fixed right-side 500px drawer.
  - Includes dialog semantics, Escape handling, focus trap, and focus restoration.

- `frontend/src/components/ui/ConfirmDialog.vue`
  - Responsive PrimeVue confirmation dialog.
  - Suitable for a final destructive/explicit confirmation, but it only accepts plain message text; rich import preview should remain in-page or use `DetailDialog`.

- `frontend/src/components/ui/DetailDialog.vue`
  - Generic responsive PrimeVue dialog with a `min(96vw, 52rem)` width.

- `frontend/src/components/ui/SectionCard.vue`
  - Reusable titled card shell with action slot.

- `frontend/src/components/ui/PrimeDataTable.vue`
  - PrimeVue table wrapper with pagination.
  - Not inherently a mobile-card fallback.

- `frontend/src/components/PositionTable.vue`
  - Generic compact horizontal-scroll table with row selection.
  - Desktop-oriented and less suitable than dedicated cards for phone layouts.

- `frontend/src/components/LoadActionBar.vue`
- `frontend/src/components/LocalDataStatus.vue`
- `frontend/src/components/MoneyValue.vue`
  - Already used by TrueWealth and should remain.

### Import/preview/history examples

These are useful patterns, but they are currently page-local rather than reusable components:

- `frontend/src/pages/BudgetImportPage.vue`
  - CSV file selection, 5 MB limit, dry-run preview, warnings/errors, confirm-candidate step, and import-session cards.
  - Responsive result cards use `sm:grid-cols-2 lg:grid-cols-4`.
  - Import sessions use `md:grid-cols-2 xl:grid-cols-3`.

- `frontend/src/pages/BudgetMonthlyImportPage.vue:43-46`
  - Strongest history responsiveness pattern:
    - desktop/tablet table: `hidden md:block`
    - phone cards: `md:hidden`

- `frontend/src/pages/CashPage.vue:33-40`
  - Closest aggregate-snapshot workflow:
    - inline preview/confirm form,
    - history loaded on demand,
    - audit hint without displaying raw snapshot IDs.
  - It is not extracted into reusable components.

- `frontend/src/pages/EquityPage.vue:43-71,80-106`
  - Strongest positions/detail pattern:
    - phone cards below `md`,
    - table at `md+`,
    - keyboard-openable cards,
    - responsive `DetailDrawer`,
    - inline history inside detail.

- `frontend/src/pages/CryptoPage.vue:30-36,57-115`
  - Same mobile-card/desktop-table and drawer pattern, plus explicit no-provider-on-render behavior.

### Global responsive foundation

- `frontend/src/components/AppLayout.vue`
  - Mobile bottom-navigation clearance via `pb-20`.
  - Content gutters: `px-4`, `sm:px-6`, `lg:px-8`.
  - Maximum content width 1600px.

- `frontend/src/style.css`
  - Minimum body width 320px and global horizontal overflow suppression.
  - Existing custom media rule begins at 768px.

- `frontend/tailwind.config.ts`
  - Uses standard Tailwind breakpoints; no custom iPad breakpoint.

## Existing tests

- `frontend/src/pages/CashTrueWealthManagement.test.ts:70-99`
  - Covers current amount preview → confirm → audit flow and no-individual-position wording.
  - Does not cover history, import, responsive behavior, missing account, errors, or provider-call absence.

- `tests/unit/test_cash_truewealth_management.py:121-140`
  - Covers snapshot persistence, overview aggregation, audit creation, and position blocking.

- `tests/unit/test_vue_dashboard_v12_acceptance.py:80-128`
  - Covers TrueWealth account classification and API preview/confirm.
  - Generic provider test proves `GET /api/overview` does not trigger provider search; only explicit provider-search POST does.

- `frontend/src/navigation/UserNavigationSmoke.test.ts`
  - Ensures every enabled navigation item has a router route.
  - TrueWealth is indirectly covered through all enabled items, but not included in the explicit `criticalRoutes` list.

- `frontend/src/pages/MobileUx.test.ts`
- `frontend/src/components/SidebarNav.mobile.test.ts`
  - Assert responsive classes/navigation structure.
  - They do not perform real layout measurements.

- `frontend/src/pages/BudgetImportPage.test.ts`
  - Good model for upload dry run, aggregate preview, candidate confirmation, and filtered review links.

## Minimal frontend file-change plan

Assuming Sprint 12 backend contracts are added separately:

1. **Modify** `frontend/src/pages/TrueWealthPage.vue`
   - Keep the existing route and shell.
   - Replace the manual-only page with:
     - current snapshot KPIs,
     - snapshot/import history,
     - read-only imported positions,
     - upload → preview → explicit confirm,
     - mobile cards and `md+` table,
     - selected snapshot/import/position detail via `DetailDrawer`,
     - honest no-account, no-snapshot, no-position, loading, and error states.
   - Preserve manual aggregate-value fallback if still part of the product contract.
   - Never call a provider method in `onMounted` or detail-open handlers.

2. **Create** `frontend/src/api/trueWealth.ts`
   - Keep TrueWealth endpoint wiring isolated instead of further expanding generic `positions.ts`.
   - Add snapshot/history/detail/import-preview/import-confirm functions.
   - Read endpoints should respect normal cache/refresh semantics; POST already clears the API cache.

3. **Modify** `frontend/src/api/types.ts`
   - Add dedicated TrueWealth snapshot, imported position, preview, detail, and import-session types.
   - Avoid `Record<string, any>` for this audited flow.

4. **Create** `frontend/src/pages/TrueWealthPage.test.ts`
   - Move/expand the current TrueWealth frontend tests here.
   - The existing TrueWealth block in `CashTrueWealthManagement.test.ts` can then be removed to avoid duplicate fixtures.

5. **Optional only if the page becomes too large:** create narrowly scoped components under:
   - `frontend/src/components/truewealth/TrueWealthImportPanel.vue`
   - `frontend/src/components/truewealth/TrueWealthHistory.vue`
   - `frontend/src/components/truewealth/TrueWealthPositions.vue`
   - Do not first build a generic cross-domain import framework; the current import/history implementations have materially different contracts.

6. **No changes expected**
   - `frontend/src/router/index.ts`
   - `frontend/src/navigation/userNav.ts`
   - JARVIS command dashboard surfaces.

## Tests needed for Sprint 12

### Vitest component/API tests

Add to `frontend/src/pages/TrueWealthPage.test.ts`:

- Initial render:
  - displays latest confirmed snapshot and summary,
  - loads local APIs only,
  - does not invoke provider search, quote, chart, or market-update APIs.
- No-provider proof:
  - mock all TrueWealth/local APIs,
  - spy on global `fetch`,
  - assert mounted URLs are an explicit local allowlist and contain no provider-search/market-update route.
- Missing provider/account:
  - no matching TrueWealth account renders an actionable neutral empty state,
  - preview/confirm controls are disabled or absent,
  - no silent no-op.
- Import flow:
  - accepted file type and size,
  - preview call does not call confirm,
  - preview totals, warnings, rejected rows, and positions render safely,
  - confirm requires current `preview_id` and explicit confirmation,
  - changing the file/form invalidates stale preview state,
  - successful confirm reloads snapshot/history/positions and shows audit-safe receipt,
  - failed preview/confirm remains recoverable.
- History/detail:
  - raw snapshot/import/audit IDs are not printed in the normal page,
  - row/card opens `DetailDrawer`,
  - empty and partial histories render honestly.
- Responsive DOM:
  - phone card container is `md:hidden`,
  - table is `hidden md:block`,
  - action bars wrap and inputs remain full width,
  - detail uses the existing responsive drawer.

Extend:

- `frontend/src/api/client.test.ts`
  - Assert exact new TrueWealth GET/POST URL and encoded-ID behavior.

- `frontend/src/navigation/UserNavigationSmoke.test.ts`
  - Add `/portfolio/truewealth` to `criticalRoutes`.

### Backend contract tests

Extend or add alongside:

- `tests/unit/test_cash_truewealth_management.py`
- `tests/unit/test_vue_dashboard_v12_acceptance.py`

Required assertions:

- history/detail endpoints are account-scoped, ordered deterministically, bounded, and user-safe;
- preview causes zero snapshot/position/audit writes;
- confirm requires explicit confirmation and a valid preview;
- confirm is audited and duplicate/replay-safe;
- imported positions remain read-only snapshot detail and do not become ordinary equity ledger positions;
- no provider adapter is invoked by snapshot/history/positions GET endpoints;
- malformed files, stale previews, duplicates, and partial imports fail closed.

### Real viewport acceptance

The repository currently has no Playwright dependency/configuration, so current Vitest tests only inspect classes. A real browser acceptance gate is still needed at:

- Laptop: `1440×900`
- iPad portrait: `768×1024`
- iPad landscape: `1024×768`
- Mobile: `390×844`
- Minimum-width mobile: `320×568`

At each viewport verify:

- no body-level horizontal overflow;
- all controls remain visible and touch targets are at least ~44px;
- history/positions switch correctly between cards and table;
- preview/confirm receipt and warnings are not clipped;
- drawer stays within viewport and is keyboard closable;
- mobile bottom navigation does not cover confirm actions;
- iPad landscape’s `lg` transition does not cause sidebar/content overlap;
- initial render produces no provider network request.

## Verification and issues

- No files were created or modified; `git status --short` and `git diff --check` were clean.
- Relevant Python tests executed successfully: **8 passed**.
- Frontend tests could not run because this worktree has no installed `frontend/node_modules`; Vitest failed resolving `vite` and `@vitejs/plugin-vue`.