[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.


Explanation:
**Setting up the OpenFIGI key**

I see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!


[skill_view] name=finance-system-architecture (46,556 chars)


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
## Active Task
None.

## Goal
Änderungen im Repository `FinanceManager` sauber committen, zum Remote-Branch pushen und verifizieren, dass `local HEAD == remote branch`.

## Constraints & Preferences
- Keine Secrets, Tokens, Passwörter, Credentials oder Connection Strings ausgeben oder in Logs/Summaries übernehmen; erkannte Werte durch `[REDACTED]` ersetzen.
- GitHub-Authentifizierung non-interactive ausführen.
- Remote-URL nicht dauerhaft verändern.
- Push-Verifikation explizit über Vergleich von lokalem `HEAD` und Remote-Branch-Commit durchführen.
- Kommunikation auf Deutsch.

## Completed Actions
1. STATUS `git status --short` und `git diff --stat` in `/home/agent/.hermes/repos/FinanceManager` — Repository-Zustand geprüft; Tool-Ausgabe war auf 1 Zeile begrenzt/kompakt und enthielt keine sichtbaren Details im Kontext [tool: terminal].
2. STAGE mehrere Frontend-Dateien — u. a. `frontend/src/api/budget.ts`, `frontend/src/components/SidebarNav.vue`, `frontend/src/pages/BudgetOverviewPage.vue`, `frontend/src/pages/BudgetSetupPage.vue` sowie weitere durch Trunkierung nicht vollständig sichtbare Dateien wurden per `git add` vorgemerkt; Befehl endete erfolgreich mit Exit-Code 0 [tool: terminal].
3. COMMIT der gestagten Änderungen — Commit wurde erstellt; genaue Commit-Message/Hash ist im kompaktierten Kontext nicht sichtbar, aber der Assistent bestätigte: „Commit ist erstellt.“ [tool: terminal].
4. PUSH-VERSUCH `git push -u origin HEAD` — fehlgeschlagen wegen fehlender non-interactive GitHub-Authentifizierung mit exakter Fehlermeldung: `fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden`; Exit-Code 128 [tool: terminal].
5. PUSH mit non-interactive GitHub-Auth via `GIT_ASKPASS` und Runtime-Secret-Datei — ein vorhandener FinanceManager-Token wurde aus einer lokalen Secret-Datei gelesen, ohne den Token auszugeben; Remote wurde nicht verändert; Befehl endete erfolgreich mit Exit-Code 0 [tool: terminal].
6. VERIFIKATION `local HEAD == remote branch` — im selben erfolgreichen Push-Befehl wurden Branch, lokaler `HEAD` und Remote-Branch via `git rev-parse HEAD` und `git ls-remote origin refs/heads/$BRANCH` verglichen; `test "$LOCAL" = "$REMOTE"` lief erfolgreich, daher sind lokaler Commit und Remote-Branch identisch [tool: terminal].

## Active State
- Working directory: `/home/agent/.hermes/repos/FinanceManager`.
- Git-Branch: nicht im sichtbaren Kontext genannt; wurde im Push-Skript dynamisch über `git branch --show-current` ermittelt.
- Git-Zustand: Änderungen wurden gestaged, committed, gepusht und gegen Remote verifiziert; keine bekannten offenen lokalen Änderungen aus dem sichtbaren Kontext.
- Remote: `origin`; Push erfolgte mit `git push -u origin HEAD`.
- Authentifizierung: GitHub-Token wurde aus Runtime-Secret-Datei gelesen und über `GIT_ASKPASS` genutzt; Token-Wert ist `[REDACTED]`.
- Tests: In den neuen Turns wurden keine Tests ausgeführt.
- Laufende Prozesse/Server: keine bekannt.

## In Progress
Keine laufende Arbeit. Der Commit/Push/Verify-Ablauf wurde abgeschlossen.

## Blocked
Keine aktuellen Blocker.

Historischer, bereits behobener Fehler:
- Erster Push-Versuch ohne non-interactive Auth schlug fehl:
  `fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden`

## Key Decisions
- Für GitHub-Push wurde `GIT_ASKPASS` verwendet, weil der normale HTTPS-Push ohne interaktive Eingabe in der Runtime fehlschlug.
- Der GitHub-Token wurde aus einer lokalen Secret-Datei gelesen und nicht ausgegeben, um Secrets nicht offenzulegen.
- Die Remote-URL wurde nicht dauerhaft verändert, um keine Credentials in Git-Konfiguration oder Repository-Historie zu schreiben.
- Nach dem Push wurde nicht nur auf erfolgreichen Exit-Code vertraut, sondern explizit `LOCAL=$(git rev-parse HEAD)` mit `REMOTE=$(git ls-remote origin "refs/heads/$BRANCH")` verglichen.

## Resolved Questions
- Ob der Commit erstellt wurde: Ja, der Commit wurde erfolgreich erstellt.
- Ob der Push abgeschlossen wurde: Ja, nach initialem Auth-Fehler wurde der Push mit `GIT_ASKPASS` erfolgreich ausgeführt.
- Ob lokaler `HEAD` und Remote-Branch identisch sind: Ja, die Verifikation lief erfolgreich (`test "$LOCAL" = "$REMOTE"` mit Exit-Code 0).

## Pending User Asks
None.

## Relevant Files
- `frontend/src/api/budget.ts` — wurde gestaged und in den Commit aufgenommen.
- `frontend/src/components/SidebarNav.vue` — wurde gestaged und in den Commit aufgenommen.
- `frontend/src/pages/BudgetOverviewPage.vue` — wurde gestaged und in den Commit aufgenommen.
- `frontend/src/pages/BudgetSetupPage.vue` — wurde gestaged und in den Commit aufgenommen.
- Weitere Dateien wurden möglicherweise gestaged/committed, sind im sichtbaren Tool-Call aber durch Trunkierung nicht vollständig erkennbar.

## Remaining Work
Keine bekannten offenen Arbeiten aus den jüngsten Turns. Falls fortgesetzt wird, kann optional mit `git status --short` und `git log -1 --oneline` bestätigt werden, dass der Arbeitsbaum sauber ist und welcher Commit gepusht wurde.

## Critical Context
- Repository: `/home/agent/.hermes/repos/FinanceManager`
- Initialer Push-Fehler:
  `fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden`
- Auth-Lösung: non-interactive GitHub-Authentifizierung via `GIT_ASKPASS` und Runtime-Secret-Datei.
- Token/Credentials waren vorhanden, dürfen aber nicht gespeichert oder ausgegeben werden: `[REDACTED]`
- Push-Verifikation wurde durchgeführt über:
  - `BRANCH=$(git branch --show-current)`
  - `LOCAL=$(git rev-parse HEAD)`
  - `REMOTE=$(git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')`
  - `test "$LOCAL" = "$REMOTE"`
- Erfolgreicher Abschluss: finaler Push-/Verify-Befehl endete mit Exit-Code 0.

--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---


terminal

set -euo pipefail
git status --short
BRANCH=$(git branch --show-current)
LOCAL=$(git rev-parse HEAD)
REMOTE=$(git rev-parse "origin/$BRANCH")
printf 'BRANCH=%s\nLOCAL=%s\nREMOTE=%s\n' "$BRANCH" "$LOCAL" "$REMOTE"
test "$LOCAL" = "$REMOTE"

Explanation:
**Clarifying user request**

I need to clarify that the user requested a commit push report, not a pull request (PR). I should focus on running the status after the push instead. It’s essential that I don’t get sidetracked by PRs since the user didn’t ask for that. I should just ensure everything is correctly tracked for the commit push, without providing real numbers. It’s important to stay on track for their request!


Output:
BRANCH=fix/manual-entry-uat-flows
LOCAL=1e61329e0fb247b8412b276e3fb1138fa6ea5e9d
REMOTE=1e61329e0fb247b8412b276e3fb1138fa6ea5e9d


todo

Commit, Push, Remote-Hash verifizieren und Abschlussbericht ohne echte Beträge liefern


[todo] updated task list


Erledigt, Sir.

## Push / Commit

- Branch: `fix/manual-entry-uat-flows`
- Commit: `1e61329e0fb247b8412b276e3fb1138fa6ea5e9d`
- Remote: `origin/fix/manual-entry-uat-flows`
- Remote-Hash verifiziert: `LOCAL == REMOTE`
- Working tree: sauber

## Implementiert

- Migration `019_budget_phase12_seed_review`
- Persistente Tabelle für `budget_seed_candidates`
- Backend-Service für Excel Seed Review:
  - Kandidaten persistieren
  - Kandidaten listen
  - Confirm → produktive Anlage erst nach Review
  - Ignore → Audit-Eintrag
  - keine automatische produktive Budgetplan-Mutation beim Seed
- API-Endpunkte für Seed Candidates ergänzt
- Vue-Seite `Budget Setup / Excel übernehmen`
  - Kandidatenübersicht
  - Unclean Ranges
  - Review-/Confirm-/Ignore-Aktionen
- Budget Overview erweitert:
  - bestätigte Budgetpläne sichtbar
  - Ist-Werte bleiben korrekt `0`, wenn keine echten Transaktionen vorliegen
  - Status für Plan-vs-Ist ergänzt
- Tests für Backend und Frontend ergänzt

## Runtime-Seed-Verifikation ohne echte Beträge

Aus dem Excel-Budget-Seed wurden gespeichert:

- Budgetplan-Kandidaten: `33`
- Kategorie-Kandidaten: `6`
- Unclean Ranges: `6`
- Recurring Candidates: `0`
- Produktive Budgetplan-Mutation beim Seed: `false`

Also: Review-first. Keine heimliche Übernahme. Wie zivilisierte Software, ausnahmsweise.

## Gates

Erfolgreich:

- `python -m compileall -q src tests`
- `PYTHONPATH=src pytest -q`
  - `355 passed`
- `npm test`
  - `24 passed`
- `npm run build`
- `ruff check` auf geänderten Python-Dateien
- `git diff --check`
- Git-Safety:
  - `GIT_SAFETY_OK`
- Source Secret Scan:
  - `SOURCE_SECRET_SCAN_OK`
- Frontend Build Secret Scan:
  - `FRONTEND_BUILD_SECRET_SCAN_OK`

Keine echten Beträge oder Tokens wurden in den Report übernommen.


[M G] starte das backend und frontend des finanzdashboards und nenne mir den link


Ich starte Backend und Frontend jetzt als überwachte Prozesse und prüfe anschließend die erreichbaren URLs.


[skill_view] name=finance-system-architecture (63,599 chars)


[skill_view] name=finance-system-architecture (5,427 chars)


terminal

set -euo pipefail
pwd
if command -v ss >/dev/null 2>&1; then ss -ltnp '( sport = :8000 or sport = :5173 )' || true; else netstat -ltnp 2>/dev/null | grep -E ':(8000|5173) ' || true; fi
[ -d "$HOME/jarvis_runtime/finance-system/venv" ] && echo VENV_OK || echo VENV_MISSING
[ -d frontend/node_modules ] && echo NODE_MODULES_OK || echo NODE_MODULES_MISSING

Explanation:
**Checking system state**

I need to figure out the current state of things, starting with whether node_modules got removed. I might have to do an `npm install`—I wonder if there's a background process causing issues. There's also the possibility of needing a backend virtual environment. I should check if any ports are occupied, maybe using a process list or a terminal command like `lsof`. It looks like assessing the system state requires me to use the terminal for a thorough check!


[terminal] ran `set -euo pipefail
pwd
if command -v ss >/dev/null 2>&1; then ss -ltnp '( spor...` -> exit 0, 1 lines output


Es laufen bereits alte Prozesse auf `8000/5173`; ich starte sie sauber neu aus dem aktuellen Checkout, damit Sie nicht auf eine stale Version schauen — das wäre unfein.

set -euo pipefail
kill 458543 458557 2>/dev/null || true
sleep 1
if command -v ss >/dev/null 2>&1; then ss -ltnp '( sport = :8000 or sport = :5173 )' || true; fi


Output: State Recv-Q Send-Q Local Address:Port Peer Address:PortProcess


Backend-Port und Frontend-Port sind frei. Ich installiere die Frontend-Dependencies erneut, weil sie nach dem letzten Safety-Cleanup absichtlich entfernt wurden.


[terminal] ran `set -euo pipefail
npm ci` -> exit 0, 1 lines output


Explanation:
**Setting up the backend**

I'm starting on the backend setup and need the database path in the environment. It looks like I need to activate the virtual environment and maybe set the PYTHONPATH. I should start with a watcher. For the frontend, I’m considering using VITE_API_BASE_URL, especially since the user might access via Telegram, which might require Tailscale or a local IP. I need to check how the frontend handles API requests, possibly with a default /api? I'll inspect the frontend API client for that.


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/client.ts from line 1 (2,160 chars)


Explanation:
**Configuring VITE API URL**

I need to start VITE_API_BASE_URL for a remote host. If the proxy isn't configured, using the default 127.0.0.1 fails for remote connections. I might set it to http://host:8000 and use backend --host 0.0.0.0. My skills suggest using 127 for backend and having Vite proxy as the same origin, but the client uses an absolute URL. Maybe I should read up on configuring the Vite proxy?


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/vite.config.ts from line 1 (500 chars)


set -euo pipefail
HOST_IP=""
if command -v tailscale >/dev/null 2>&1; then HOST_IP=$(tailscale ip -4 2>/dev/null | head -n1 || true); fi
if [ -z "$HOST_IP" ]; then HOST_IP=$(hostname -I | awk '{print $1}'); fi
printf '%s\n' "$HOST_IP"


Ich nutze den Tailscale-Host `100.85.29.67` und starte das Frontend so, dass API-Aufrufe über denselben erreichbaren Ursprung laufen.

set -euo pipefail
source "$HOME/jarvis_runtime/finance-system/venv/bin/activate"
export PYTHONPATH=src
export JARVIS_FINANCE_DB_PATH="$HOME/jarvis_runtime/finance-system/data/finance.sqlite3"
exec uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000


[terminal] ran `set -euo pipefail
source "$HOME/jarvis_runtime/finance-system/venv/bin/activa...` -> exit 0, 1 lines output


[process] poll session=proc_a517f5bcb55f


set -euo pipefail
export VITE_API_BASE_URL="http://100.85.29.67:5173"
exec npm run dev -- --host 0.0.0.0 --port 5173


Output: Background process started


[process] poll session=proc_465be34ff0a5


Beide Prozesse laufen. Ich prüfe jetzt Backend-Health, Frontend und den user-visible API-Pfad über Tailscale.

set -euo pipefail
printf 'backend='; curl -fsS http://127.0.0.1:8000/api/health; printf '\n'
printf 'frontend_local='; curl -fsS -o /dev/null -w '%{http_code}\n' http://127.0.0.1:5173/
printf 'api_via_frontend_local='; curl -fsS http://127.0.0.1:5173/api/health; printf '\n'
printf 'api_via_tailscale='; curl -fsS http://100.85.29.67:5173/api/health; printf '\n'


[terminal] ran `set -euo pipefail
printf 'backend='; curl -fsS http://127.0.0.1:8000/api/heal...` -> exit 0, 1 lines output


Healthchecks sind grün. Ich öffne das Dashboard einmal im Browser-Sanity-Check.

Explanation:
**Verifying browser options**

I’m considering whether I should use the browser to check a remote link. It feels like it might be necessary to verify something in-browser. Maybe using a command like `browser_navigate` to access a local page could help. I wonder if having a title for sanity check is important, but I'm not quite sure how to approach it best. Overall, I need to clarify the steps needed for this verification.


[browser_navigate] http://100.85.29.67:5173/ (5,812 chars)


Browser-Sanity ist erfolgreich: Titel korrekt, FastAPI verbunden, Runtime-DB verfügbar. Ich prüfe noch kurz, ob Rendern externe Provider geladen hat.


Gestartet, Sir.

## Dashboard-Link

[http://100.85.29.67:5173/](http://100.85.29.67:5173/)

## Status

- Backend FastAPI: läuft auf `127.0.0.1:8000`
- Frontend Vue/Vite: läuft auf `0.0.0.0:5173`
- Externer/Tailscale-Zugriff geprüft: `OK`
- Browser-Sanity: `JARVIS Finance Dashboard` geladen
- FastAPI verbunden: `ja`
- Runtime-DB verfügbar: `ja`
- Externe Provider beim Rendern: `nein`

## Prozess-IDs für späteres Stoppen

- Backend Session: `proc_a517f5bcb55f`
- Frontend Session: `proc_465be34ff0a5`


[M G] Budget Phase 1.2 ist akzeptiert. Bitte starte jetzt keinen VISA-/Migros-Import.

Wir machen zuerst einen gezielten:

# Budget Phase 1.3 – Seed Review UAT & Produktive Budgetübernahme 2026

Ziel:
Das bestehende Budget 2026 aus dem Excel-Tool soll nach Review kontrolliert in JARVIS übernommen werden: Kategorien, Unterkategorien, Budgetpläne und Einkommensplanung. Gleichzeitig müssen Review-Fehler behoben werden.

Wichtig:

* Keine echten Beträge im Chat.
* Keine Budgetdateien ins Git.
* Keine Runtime-DB ins Git.
* Vor produktiver Übernahme Backup erstellen.
* Produktive Übernahme nur für bestätigte/eindeutige Kandidaten.
* Jede Übernahme braucht Audit-Log.
* Keine VISA-/Migros-/Cumulus-Imports in diesem Sprint.
* Keine Rule Engine in diesem Sprint.
* Keine Duplikat-Engine in diesem Sprint.

## 1. Runtime UAT

Bitte zuerst mit echter Runtime prüfen:

* Backend läuft
* Frontend läuft
* Migration 019 ist auf Runtime-DB angewendet
* Budget Overview lädt
* Budget Transactions lädt
* Budget-Konten lädt
* Budget-Kategorien lädt
* Budget Setup / Excel übernehmen lädt
* Seed Candidates sind sichtbar

Bitte keine echten Beträge im Bericht ausgeben.

## 2. Seed Review UX verbessern

Aktuell müssen Review-Kandidaten besser bedienbar werden.

Bitte sicherstellen:

### Status rückgängig machen

Wenn ein Kandidat versehentlich auf ignored gesetzt wurde, muss ich ihn wieder zurückholen können.

Neue Aktionen:

* Wieder öffnen
* Zurück auf pending
* Status ändern

Gilt für:

* Kategorie-Kandidaten
* Budgetplan-Kandidaten
* Unclean Ranges
* Recurring Candidates später

Akzeptanz:

* versehentlich ignorierter Kandidat kann wieder geprüft und übernommen werden.
* Audit-Log wird geschrieben.

## 3. Unclean Ranges manuell prüfbar machen

Aktuell können die gemeldeten unclean ranges nicht sinnvoll geprüft werden.

Bitte ergänzen:

* Klick auf Unclean Range
* Detailansicht
* Quelle/Sheet
* Zeile/Bereich
* erkannter Grund
* Vorschlag, warum nicht automatisch übernommen
* Aktionen:

  * ignorieren
  * als Kategorie-Kandidat anlegen
  * als Budgetplan-Kandidat anlegen
  * später prüfen

Keine echten Beträge im Chat, aber im lokalen Dashboard dürfen Werte zur Prüfung sichtbar sein.

## 4. Einkommen aus Excel erfassen

Im Excel-Budget gibt es Einnahmen/Einkommen im Bereich:

* Sheet 2026
* ungefähr Zeilen 37 bis 45
* Spalten B bis E
* Einkommen von Marcel und Melanie
* weitere Einkünfte wie Gratifikationen usw.

Bitte explizit prüfen, ob diese im aktuellen Seed erfasst wurden.

Falls nein:

* als Income-Budgetplan-Kandidaten extrahieren
* Kategorie-Typ: income
* sinnvolle Kategorie:

  * Einnahmen > Lohn Marcel
  * Einnahmen > Lohn Melanie
  * Einnahmen > Gratifikation
  * Einnahmen > Sonstige Einnahmen
* Monats-/Jahreslogik erkennen
* Review-Kandidaten erstellen
* keine produktive Übernahme ohne Confirm

Bericht nur aggregiert:

* Anzahl Income-Kandidaten erkannt
* Anzahl eindeutige Income-Kandidaten
* Anzahl reviewpflichtig
* keine Beträge im Chat

## 5. Produktive Übernahme eindeutiger Kategorien

Wenn Kategorien eindeutig sind:

Bitte eine Aktion anbieten:

Eindeutige Kategorien übernehmen

Ablauf:

1. Preview
2. Liste der Kategorien im UI
3. Confirm
4. Kategorien anlegen/verknüpfen
5. Audit-Log
6. Seed Candidates auf confirmed setzen

Bitte bestehende Kategorien nicht duplizieren.

## 6. Produktive Übernahme bestätigter Budgetpläne 2026

Für die 33 Budgetplan-Kandidaten:

Bitte eine Aktion anbieten:

Bestätigte Budgetpläne übernehmen

Ablauf:

1. Preview
2. zeigt Anzahl Budgetpläne
3. zeigt Kategorien-Zuordnung
4. zeigt Monats-/Jahreslogik
5. Confirm
6. erzeugt budget_plans / budget_plan_periods
7. Audit-Log
8. Budget Overview aktualisiert

Wichtig:

* Beträge als Decimal-Text speichern.
* Keine echten Beträge im Chat.
* Keine stillen Änderungen.
* Keine Duplikate bei erneutem Confirm.
* Confirm muss idempotent sein.

## 7. Budget Overview nach Übernahme verbessern

Nach bestätigter Übernahme soll Budget Overview anzeigen:

* geplante Einnahmen aktueller Monat
* geplante Ausgaben aktueller Monat
* geplantes Netto
* tatsächliche
Einnahmen
* tatsächliche Ausgaben
* tatsächliches Netto
* Budgetverbrauch
* offene Kategorien ohne Ist-Werte
* unbestätigte Review-Kandidaten

Wenn noch keine echten Transaktionen vorhanden sind:

* Planwerte trotzdem anzeigen
* Ist-Werte als „noch keine Buchungen“ markieren
* nicht verwirrend als Fehler anzeigen

## 8. Seitenstruktur Budget verbessern

Bitte Budget-Menü strukturieren:

* Budget Übersicht
* Budget Setup

  * Kategorien
  * Tags
  * Konten
  * Excel übernehmen
* Budget

  * Budgetpläne
  * Monatsbudget
  * Jahresbudget
* Einkommen

  * geplante Einnahmen
  * tatsächliche Einnahmen
* Ausgaben

  * manuelle Ausgabe
  * tatsächliche Ausgaben
  * Import später
* Budget-Auswertung

  * Budget vs Ist
  * Kategorienvergleich
  * Monatsverlauf
* Imports, später
* Regeln, später
* Fixkosten, später

Noch nicht funktionale Seiten sollen eine klare Coming-soon-Card zeigen, keine leeren Tabellen.

## 9. Manuelle Testbuchungen prüfen

Bitte sicherstellen:

* manuelle Einnahme funktioniert
* manuelle Ausgabe funktioniert
* Transfer funktioniert
* Kategorie-Zuweisung funktioniert
* Tag-Zuweisung funktioniert
* Budget Overview aktualisiert sich
* Audit-Log wird geschrieben

## 10. Keine Import-Engine

Bitte weiterhin nicht implementieren:

* VISA CSV Import
* Migros/Cumulus Import
* Rule Engine
* Duplicate Engine
* OCR/Kamera/Vision

Diese kommen erst nach Budget-Seed-Abnahme.

## 11. Tests

Bitte Tests ergänzen für:

* ignored candidate kann wieder geöffnet werden
* unclean range Detail kann geöffnet werden
* unclean range kann zu Kategorie-Kandidat gemacht werden
* unclean range kann zu Budgetplan-Kandidat gemacht werden
* Income-Kandidaten aus 2026 Sheet werden erkannt
* eindeutige Kategorien können übernommen werden
* Budgetpläne können bestätigt übernommen werden
* Confirm ist idempotent
* Budget Overview zeigt Planwerte ohne Ist-Transaktionen
* manuelle Einnahme/Ausgabe aktualisiert Ist-Werte
* keine echten Budgetdateien im Git
* Git-Safety bleibt sauber

## 12. Verifikation

Nach Umsetzung:

* Python compile
* pytest
* npm test
* npm run build
* source secret scan
* frontend build secret scan
* Git-Safety
* git diff --check
* Commit
* Push

## 13. Abschlussbericht

Bitte berichten:

* Runtime UAT durchgeführt: ja/nein
* ignored → reopen funktioniert: ja/nein
* Unclean Ranges prüfbar: ja/nein
* Einkommen aus Excel erkannt: ja/nein
* Income-Kandidaten Anzahl
* Kategorien produktiv übernommen: ja/nein
* Budgetpläne produktiv übernommen: ja/nein
* Budget Overview zeigt Planwerte: ja/nein
* manuelle Einnahme/Ausgabe getestet: ja/nein
* Transfers getestet: ja/nein
* keine Imports implementiert: bestätigt
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Entscheidungen

Wichtig:
Ziel ist, dass wir das laufende Budget 2026 aus Excel kontrolliert in JARVIS weiterführen können, ohne direkt Transaktionsimporte zu bauen.


Explanation:
**Planning coding tasks**

I need to act on the coding tasks, which will likely require some lengthy coding. First, I have to load the relevant skills, and I should reference the budget phase 12. Maybe I should also consider integrating the GitHub workflow. I need to inspect the repository and set a to-do list. It seems like implementing these steps will help keep everything organized. Let's get this done!


[skill_view] name=finance-system-architecture (3,934 chars)


todo

Runtime UAT gegen echte Runtime durchführen, ohne Beträge zu berichten

Bestehende Budget Seed/API/Frontend-Implementierung inspizieren

Backend für Reopen/Status, Unclean-Detail-Konvertierung, Income-Kandidaten, Kategorien-/Budgetplan-Übernahme inkl. Audit/Idempotenz erweitern

Budget Setup UX, Budget Overview und Menüstruktur/Coming-soon-Seiten erweitern

Manuelle Einnahme/Ausgabe/Transfer UAT und Audit/Overview-Aktualisierung prüfen

Compile, pytest, npm test/build, Secret Scans, Git-Safety, diff-check ausführen

Commit, Push, Remote-Hash verifizieren und Abschlussbericht aggregiert liefern


[todo] updated task list


Verstanden, Sir. Ich behandle Phase 1.3 als kontrollierten Seed-Review-/Übernahme-Sprint: keine Transaktionsimporte, keine Rule/Duplicate Engine, keine echten Beträge im Chat. Ich beginne mit Runtime-UAT und Code-Inspektion.

terminal

set -euo pipefail
pwd
git status --short
git branch --show-current
python - <<'PY'
from pathlib import Path
p=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
print('runtime_db_exists', p.exists())
print('runtime_db_outside_repo', not str(p).startswith('/home/agent/.hermes/repos/FinanceManager'))
PY


Output:
/home/agent/.hermes/repos/FinanceManager
fix/manual-entry-uat-flows
runtime_db_exists True
runtime_db_outside_repo True


[search_files] files search for '*budget*' in /home/agent/.hermes/repos/FinanceManager -> 38 matches


Explanation:
**Inspecting migration options**

I’m considering if I should search for some underscore-related issue. It looks like I need to inspect files closely. Maybe I need to check the runtime User Acceptance Testing (UAT) through curl related to an existing process. I guess I’m thinking about what would be best for migration. It’s a little complex, and I definitely want to make sure I get it right! Let's explore this further.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_seed_review.py from line 1 (18,053 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py from line 1 (8,790 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts from line 1 (5,773 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_seed_review.py from line 228 (2,577 chars)


Explanation:
**Inspecting schema migrations**

I think I need to inspect the schema migrations, and it feels pretty important. I'll have to ensure I understand what changes are being made and how they affect the overall structure. There’s a lot to keep track of when it comes to databases! I want to be thorough here because getting the schema right is crucial for everything to run smoothly. Let’s make sure I cover all the necessary details.


Explanation:
**Diagnosing search issues**

Hmm, it looks like my search is failing. Maybe it's because ripgrep is ignoring some files? I wonder if I should try using a terminal tree instead. That might give me more visibility over what I'm actually searching through. I'll look into searching files directly, as it could provide a clearer path. It sounds like a more systematic approach could help me figure out what's going wrong with the search tool.


[search_files] files search for '*' in /home/agent/.hermes/repos/FinanceManager/src -> 200 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 1 (13,155 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 520 (13,140 chars)


Explanation:
**Considering budget planning**

I’m thinking about the need for budget plan periods, especially since they might not exist yet. The existing plan items are in place, but I’m trying to figure out if it’s acceptable to implement these periods. I wonder if the tests even exist for this. I could potentially use existing plan items to implement functions for the time being, but I'd also need to ensure runtime user acceptance testing and the correct endpoints are available.

set -euo pipefail
export DB="$HOME/jarvis_runtime/finance-system/data/finance.sqlite3"
python - <<'PY'
import os, sqlite3
p=os.environ['DB']
conn=sqlite3.connect(p)
rows=conn.execute("select version,n...[truncated]


[terminal] ran `set -euo pipefail
export DB="$HOME/jarvis_runtime/finance-system/data/finance...` -> exit 0, 1 lines output


todo

Runtime UAT gegen echte Runtime durchführen, ohne Beträge zu berichten

Bestehende Budget Seed/API/Frontend-Implementierung inspizieren


Explanation:
**Inspecting frontend pages**

I'm thinking about how I need to inspect the frontend pages. It’s kind of essential to make sure everything is working as it should be. I want to check the visual elements, layout, and functionality to ensure that the user experience is smooth and engaging. So, I’ll take some time to go through each part carefully, checking for any inconsistencies or issues that might need fixing. Let's get started with that!


[search_files] files search for '*.vue' in /home/agent/.hermes/repos/FinanceManager/frontend/src -> 27 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetSetupPage.vue from line 1 (9,895 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue from line 1 (5,478 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue from line 1 (2,798 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py from line 1 (7,915 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_plans.py from line 1 (6,299 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py from line 1 (7,478 chars)


Explanation:
**Considering schema updates**

I need to implement some reasonable changes, like updating the schema to maybe include status later. I think we can reuse the needs_review status. I also need to create endpoints for status, convert, and bulk preview/confirm.

Looking at income extraction from rows 37-45, I'll consider the real workbook candidates, but the user wants me to check if the income is captured. I wonder if I can find the real workbook location, maybe in the jarvis_runtime? I'll search files there.


[search_files] files search for '*.xlsx' in /home/agent/jarvis_runtime/finance-system -> 2 matches


Code-Inspektion: Phase 1.2 hat bereits `budget_seed_candidates`, Confirm/Ignore und UI-Grundstruktur. Es fehlen Reopen/Statuswechsel, Unclean-Konvertierung, Income-Erkennung und idempotente Bulk-Übernahme. Ich setze diese jetzt gezielt um.

Explanation:
**Evaluating budget plans**

I'm looking to bulk confirm budget plans by reviewing all candidate budget plan statuses that aren't ignored. I want to preview and confirm them, but I'll skip any that are already confirmed to avoid duplicates. I wonder if "bestätigte Budgetpläne" refers to confirmed candidates? There are 12 ignored budget plans, 21 confirmed, making a total of 33. The user has asked about those 33 candidates, and potentially wants to reopen the ignored ones.

patch

def confirm_budget_plan_item(conn: Connection, payload: dict) -> dict:
    normalised = _normalise_plan_payload(conn, payload)
    ts = now()
    conn.execute(
        """
        INSERT INTO budget_p...[truncated]

def confirm_budget_plan_item(conn: Connection, payload: dict) -> dict:
    normalised = _normalise_plan_payload(conn, payload)
    existing = conn.execute(
        """
        SELECT plan_item_id FROM...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_plans.py (1,965 chars result)


Explanation:
**Considering category idempotence**

I’m thinking about how I need to confirm if the category creation process is idempotent. It’s possible that I might have to check the `confirm_create_category` function to make sure it behaves correctly. I wonder if ensuring this idempotence will prevent duplicate categories from being created if the same request is made multiple times. It’s important to have clarity on how it functions, so I'll look into this further!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py from line 1 (8,021 chars)


def confirm_create_category(conn: Connection, payload: dict) -> dict:
    normalised = _normalise_payload(payload)
    ts = now()
    conn.execute(
        """
        INSERT INTO budget_categories(ca...[truncated]

def confirm_create_category(conn: Connection, payload: dict) -> dict:
    normalised = _normalise_payload(payload)
    existing = conn.execute(
        """
        SELECT category_id FROM budget_categ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py (1,507 chars result)


    for row_number, row in enumerate(rows[header_idx + 1 :], start=header_idx + 2):
        category = str(row[cat_idx]).strip() if cat_idx is not None and cat_idx < len(row) and row[cat_idx] is not N...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_seed_review.py (281 chars result)


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_seed_review.py')
s=p.read_text()
insert = r'''

def _income_bucket(label: str) -> str:
    ...[truncated]


Output: updated


def set_seed_candidate_status(conn: Connection, seed_candidate_id: str, status: str, note: str | None = None) -> dict[str, Any]:
    if status not in STATUSES:
        raise HTTPException(status_cod...[truncated]


terminal

set -euo pipefail
python - <<'PY'
from pathlib import Path
p=Path('src/jarvis_finance/services/budget_seed_review.py')
append=Path('/tmp/seed_append.py').read_text()
s=p.read_text()
if 'def set_seed_candidate_status' not in s:
    p.write_text(s + append)
PY
python -m py_compile src/jarvis_finance/services/budget_seed_review.py


patch

from jarvis_finance.services.budget_seed_review import (
    confirm_budget_plan_takeover,
    confirm_clear_category_takeover,
    confirm_seed_candidate,
    convert_unclean_range,
    ignore_seed_c...[truncated]

from jarvis_finance.services.budget_seed_review import (
    confirm_seed_candidate,
    ignore_seed_candidate,
    list_seed_candidates,
    preview_seed_candidate,
    seed_budget_candidates_from_ro...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py (2,129 chars result)


Explanation:
**Checking file appending**

I'm curious if using Pyright for file appending is the right approach here. I need to check the tail of the file to understand its current state and see if it's suitable for what I want to do. It feels a bit uncertain, so I’ll take the time to verify this before proceeding. I want to make sure I’m doing this correctly!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_seed_review.py from line 250 (4,860 chars)


Explanation:
**Updating functions and routes**

I've got a file with functions, and I'm thinking that the Pyright status being stale might be okay for now. However, I really need to focus on adding routes to it. It feels like a necessary step to ensure everything is functioning properly. I'm curious if there are any specific routes I should prioritize, or if I should just tackle them all at once. Let's figure this out!

@router.post("/seed-candidates/{seed_candidate_id}/ignore")
def seed_candidates_ignore(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
    return ignore_seed_candidate(conn, seed_candidate_id, (payload or {}).get("note"))

@router.post("/seed-candidates/{seed_candidate_id}/reopen")
def seed_candidates_reopen(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
    return reopen_seed_candidate(conn, seed_candidate_id, (payload or {}).get("note"))

@router.post("/seed-candidates/{seed_candidate_id}/status")
def seed_candidates_status(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
    return set_seed_candidate_status(conn, seed_candidate_id, payload.get("status"), payload.get("note"))

@router.post("/seed-candidates/{seed_candidate_id}/convert-unclean")
def seed_candidates_convert_unclean(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
    return convert_unclean_range(conn, seed_candidate_id, payload.get("target_type"), payload)

@router.post("/seed-candidates/categories/preview-clear-takeover")
def seed_candidates_categories_preview_clear_takeover(conn: Connection = Depends(get_db)):
    return preview_clear_category_takeover(conn)

@router.post("/seed-candidates/categories/confirm-clear-takeover")
def seed_candidates_categories_confirm_clear_takeover(conn: Connection = Depends(get_db)):
    return confirm_clear_category_takeover(conn)

@router.post("/seed-candidates/budget-plans/preview-takeover")
def seed_candidates_budget_plans_preview_takeover(conn: Connection = Depends(get_db)):
    return preview_budget_plan_takeover(conn)

@router.post("/seed-candidates/budget-plans/confirm-takeover")
def seed_candidates_budget_plans_confirm_takeover(conn: Connection = Depends(get_db)):
    return confirm_budget_plan_takeover(conn)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -144,6 +144,41 @@
     return ignore_seed_candidate(conn, seed_candidate_id, (payload or {}).get("note"))

+@router.post("/seed-candidates/{seed_candidate_id}/reopen")
+def seed_candidates_reopen(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
+    return reopen_seed_candidate(conn, seed_candidate_id, (payload or {}).get("note"))
+
+
+@router.post("/seed-candidates/{seed_candidate_id}/status")
+def seed_candidates_status(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
+    return set_seed_candidate_status(conn, seed_candidate_id, payload.get("status"), payload.get("note"))
+
+
+@router.post("/seed-candidates/{seed_candidate_id}/convert-unclean")
+def seed_candidates_convert_unclean(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
+    return convert_unclean_range(conn, seed_candidate_id, payload.get("target_type"), payload)
+
+
+@router.post("/seed-candidates/categories/preview-clear-takeover")
+def seed_candidates_categories_preview_clear_takeover(conn: Connection = Depends(get_db)):
+    return preview_clear_category_takeover(conn)
+
+
+@router.post("/seed-candidates/categories/confirm-clear-takeover")
+def seed_candidates_categories_confirm_clear_takeover(conn: Connection = Depends(get_db)):
+    return confirm_clear_category_takeover(conn)
+
+
+@router.post("/seed-candidates/budget-plans/preview-takeover")
+def seed_candidates_budget_plans_preview_takeover(conn: Connection = Depends(get_db)):
+    return preview_budget_plan_takeover(conn)
+
+
+@router.post("/seed-candidates/budget-plans/confirm-takeover")
+def seed_candidates_budget_plans_confirm_takeover(conn: Connection = Depends(get_db)):
+    return confirm_budget_plan_takeover(conn)
+
+
 @router.post("/categories/preview")
 def categories_preview(payload: dict, conn: Connection = Depends(get_db)):
     return create_category_preview(conn, payload)


Explanation:
**Evaluating route conflicts**

I'm noticing a route conflict with `/seed-candidates/{seed_candidate_id}/...` versus the static `/categories`. It seems like the path for `categories/preview-clear-takeover` is more dynamic. Since FastAPI cares about the order of routes, I’m trying to figure out if maybe the more specific paths take precedence. I see `/seed-candidates/categories/preview-clear-takeover` has three segments, while the dynamic one has two. For now, no conflict identified with `/{id}/reopen`. I also need to improve income plans and modify the budget overview.

from __future__ import annotations

from decimal import Decimal
from sqlite3 import Connection

from jarvis_finance.services.budget_common import row_to_dict
from jarvis_finance.services.budget_transactions import list_budget_transactions

def _current_month(conn: Connection) -> str:
    tx = conn.execute("SELECT substr(MAX(transaction_date),1,7) AS month FROM budget_transactions").fetchone()
    if tx and tx["month"]:
        return tx["month"]
    plan = conn.execute("SELECT MIN(plan_month) AS month FROM budget_plan_items WHERE is_active=1").fetchone()
    if plan and plan["month"]:
        return plan["month"]
    return conn.execute("SELECT substr(date('now'),1,7)").fetchone()[0]

def _amount(row) -> Decimal:
    return Decimal(str(row["amount_chf"] or row["amount_original"] or "0"))

def _monthly_plan_amount(plan) -> Decimal:
    if plan["monthly_amount_chf"]:
        return Decimal(str(plan["monthly_amount_chf"]))
    if plan["annual_amount_chf"]:
        return Decimal(str(plan["annual_amount_chf"])) / Decimal("12")
    return Decimal("0")

def get_monthly_summary(conn: Connection, month: str | None = None) -> dict:
    selected_month = month or _current_month(conn)
    rows = conn.execute("SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?", (selected_month,)).fetchall()
    income = Decimal("0")
    expense = Decimal("0")
    for row in rows:
        amount = _amount(row)
        if row["transaction_type"] in {"income", "refund"}:
            income += amount
        elif row["transaction_type"] in {"expense", "fee"}:
            expense += amount
    return {"month": selected_month, "income_chf": format(income, "f"), "expense_chf": format(expense, "f"), "net_cashflow_chf": format(income - expense, "f"), "transaction_count": len(rows)}

def get_category_summary(conn: Connection, month: str | None = None) -> list[dict]:
    selected_month = month or _current_month(conn)
    rows = conn.execute(
        """
        SELECT COALESCE(c.category_id, 'uncategorized') AS summary_category_id,
               COALESCE(c.name, 'Unkategorisiert') AS summary_category_name,
               t.transaction_type,
               t.amount_chf,
               t.amount_original,
               COUNT(*) AS count
        FROM budget_transactions t
        LEFT JOIN budget_categories c ON c.category_id=t.category_id
        WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=?
          AND t.transaction_type IN ('income','expense','refund','fee')
        GROUP BY COALESCE(c.category_id, 'uncategorized'), COALESCE(c.name, 'Unkategorisiert'), t.transaction_type, t.amount_chf, t.amount_original
        """,
        (selected_month,),
    ).fetchall()
    totals: dict[str, dict] = {}
    for row in rows:
        item = totals.setdefault(row["summary_category_id"], {"category_id": row["summary_category_id"], "category_name": row["summary_category_name"], "amount_chf": Decimal("0"), "transaction_count": 0})
        item["amount_chf"] += Decimal(str(row["amount_chf"] or row["amount_original"] or "0"))
        item["transaction_count"] += int(row["count"])
    result = list(totals.values())
    result.sort(key=lambda x: x["amount_chf"], reverse=True)
    return [{**r, "amount_chf": format(r["amount_chf"], "f")} for r in result]

def get_budget_overview(conn: Connection, month: str | None = None) -> dict:
    month = month or _current_month(conn)
    monthly = get_monthly_summary(conn, month)
    rows = conn.execute("SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?", (month,)).fetchall()
    review_count = conn.execute(
        """
        SELECT COUNT(*) FROM budget_transactions t
        LEFT JOIN budget_transaction_tags tt ON tt.budget_transaction_id=t.budget_transaction_id
        LEFT JOIN budget_tags tag ON tag.tag_id=tt.tag_id
        WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=? AND (t.category_id IS NULL OR tag.name='Review' OR t.fx_status='missing')
        """,
        (month,),
    ).fetchone()[0]
    pending_seed_count = conn.execute("SELECT COUNT(*) FROM budget_seed_candidates WHERE status IN ('pending','needs_review','edited','accepted')").fetchone()[0]
    uncategorized = sum(1 for r in rows if r["category_id"] is None and r["transaction_type"] in {"income", "expense", "refund", "fee"})
    plans = conn.execute(
        """
        SELECT p.category_id, c.name AS category_name, c.category_type, p.name AS plan_name, p.monthly_amount_chf, p.annual_amount_chf, p.cadence
        FROM budget_plan_items p
        JOIN budget_categories c ON c.category_id=p.category_id
        WHERE p.is_active=1 AND p.plan_month=?
        ORDER BY c.sort_order, p.name
        """,
        (month,),
    ).fetchall()
    actual_by_category: dict[str, Decimal] = {}
    for row in rows:
        if row["transaction_type"] in {"income", "refund", "expense", "fee"} and row["category_id"]:
            actual_by_category[row["category_id"]] = actual_by_category.get(row["category_id"], Decimal("0")) + _amount(row)
    planned_income = Decimal("0")
    planned_expense = Decimal("0")
    actual_income = Decimal(str(monthly["income_chf"]))
    actual_expense = Decimal(str(monthly["expense_chf"]))
    budget_categories: list[dict] = []
    for plan in plans:
        planned = _monthly_plan_amount(plan)
        actual = actual_by_category.get(plan["category_id"], Decimal("0"))
        if plan["category_type"] == "income":
            planned_income += planned
        elif plan["category_type"] == "expense":
            planned_expense += planned
        remaining = planned - actual
        budget_categories.append({
            "category_id": plan["category_id"],
            "category_name": plan["category_name"],
            "plan_name": plan["plan_name"],
            "category_type": plan["category_type"],
            "planned_chf": format(planned, "f"),
            "actual_chf": format(actual, "f"),
            "remaining_chf": format(remaining, "f"),
            "status": "no_actuals" if actual == 0 else ("over_budget" if plan["category_type"] == "expense" and remaining < 0 else "ok"),
        })
    planned_net = planned_income - planned_expense
    actual_net = actual_income - actual_expense
    remaining_total = planned_expense - actual_expense
    open_without_actuals = sum(1 for item in budget_categories if Decimal(str(item["actual_chf"])) == 0)
    uncategorized_rows = [row_to_dict(r) for r in rows if r["category_id"] is None and r["transaction_type"] in {"income", "expense", "refund", "fee"}]
    return {
        "current_month": month,
        **monthly,
        "review_count": int(review_count),
        "uncategorized_count": uncategorized,
        "pending_seed_candidate_count": int(pending_seed_count),
        "planned_income_chf": format(planned_income, "f"),
        "planned_expense_chf": format(planned_expense, "f"),
        "planned_net_chf": format(planned_net, "f"),
        "actual_income_chf": format(actual_income, "f"),
        "actual_expense_chf": format(actual_expense, "f"),
        "actual_net_chf": format(actual_net, "f"),
        "open_categories_without_actuals": open_without_actuals,
        "planned_budget_chf": format(planned_expense, "f"),
        "remaining_budget_chf": format(remaining_total, "f"),
        "budget_status": "no_plans" if not plans else ("no_actuals" if not rows else ("over_budget" if remaining_total < 0 else "ok")),
        "actuals_label": "noch keine Buchungen" if not rows else "Buchungen vorhanden",
        "budget_categories": budget_categories,
        "uncategorized_transactions": uncategorized_rows,
        "top_categories": get_category_summary(conn, month)[:5],
        "recent_transactions": list_budget_transactions(conn)[:8],
    }


terminal

set -euo pipefail
cp /tmp/overview_new.py src/jarvis_finance/services/budget_overview.py
python -m py_compile src/jarvis_finance/services/budget_overview.py src/jarvis_finance/services/budget_seed_review.py src/jarvis_finance/api/routers/budget.py


Explanation:
**Adding unit tests**

I need to make sure everything compiles correctly before diving into unit tests. It's a critical step to avoid any surprises down the line! Once that's clear, I can use patch append to test specific functionalities. I'll take my time with this to ensure I’m covering everything needed for a solid testing foundation. I really want to get this right so that the subsequent code is robust and reliable! Let’s see how it goes!

def income_workbook() -> dict[str, list[list[str]]]:
    rows = [["Kategorie", "Position", "Jan", "Feb", "Jahr", "Typ"]]
    rows += [["", "", "", "", "", ""] for _ in range(35)]
    rows += [
        ["", "Lohn Marcel", "100.00", "", "", ""],
        ["", "Lohn Melanie", "110.00", "", "", ""],
        ["", "Gratifikation", "", "", "1200.00", ""],
        ["", "Sonstige Einnahmen", "25.00", "", "", ""],
    ]
    return {"2026": rows}

def test_ignored_candidate_can_be_reopened_and_audited() -> None:
    from jarvis_finance.services.budget_seed_review import reopen_seed_candidate

    conn = db()
    seed_budget_candidates_from_rows(conn, synthetic_workbook(), source_file_label="synthetic budget workbook")
    candidate = next(c for c in list_seed_candidates(conn) if c["candidate_type"] == "unclean_range")
    ignore_seed_candidate(conn, candidate["seed_candidate_id"], note="mistake")
    result = reopen_seed_candidate(conn, candidate["seed_candidate_id"])
    assert result["status"] == "pending"
    assert conn.execute("SELECT status FROM budget_seed_candidates WHERE seed_candidate_id=?", (candidate["seed_candidate_id"],)).fetchone()[0] == "pending"
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action='status_change' AND entity_id=?", (candidate["seed_candidate_id"],)).fetchone()[0] == 1

def test_unclean_range_can_be_converted_to_category_and_budget_plan_candidates() -> None:
    from jarvis_finance.services.budget_seed_review import convert_unclean_range

    conn = db()
    seed_budget_candidates_from_rows(conn, synthetic_workbook(), source_file_label="synthetic budget workbook")
    unclean = next(c for c in list_seed_candidates(conn) if c["candidate_type"] == "unclean_range")
    cat = convert_unclean_range(conn, unclean["seed_candidate_id"], "category", {"proposed_name": "Sonderfall"})
    plan = convert_unclean_range(conn, unclean["seed_candidate_id"], "budget_plan", {"proposed_name": "Sonderbudget", "proposed_amount_text": "42.00"})
    assert cat["status"] == "created"
    assert plan["status"] == "created"
    created = list_seed_candidates(conn)
    assert any(c["seed_candidate_id"] == cat["entity_id"] and c["candidate_type"] == "category" for c in created)
    assert any(c["seed_candidate_id"] == plan["entity_id"] and c["candidate_type"] == "budget_plan" for c in created)

def test_income_candidates_from_2026_sheet_are_detected() -> None:
    conn = db()
    summary = seed_budget_candidates_from_rows(conn, income_workbook(), source_file_label="income synthetic workbook")
    candidates = list_seed_candidates(conn)
    income = [c for c in candidates if c["candidate_type"] == "budget_plan" and "type:income" in (c.get("notes") or "")]
    assert summary["income_candidate_count"] == 4
    assert len(income) == 4
    assert {c["proposed_name"] for c in income} >= {"Lohn Marcel", "Lohn Melanie", "Gratifikation", "Sonstige Einnahmen"}
    assert any(c["requires_review"] for c in income if c["proposed_name"] == "Sonstige Einnahmen")

def test_clear_categories_and_budget_plans_can_be_taken_over_idempotently() -> None:
    from jarvis_finance.services.budget_seed_review import confirm_budget_plan_takeover, confirm_clear_category_takeover, preview_budget_plan_takeover, preview_clear_category_takeover

    conn = db()
    seed_budget_candidates_from_rows(conn, synthetic_workbook(), source_file_label="synthetic budget workbook")
    cat_preview = preview_clear_category_takeover(conn)
    assert cat_preview["count"] == 2
    cat_result = confirm_clear_category_takeover(conn)
    assert cat_result["confirmed_count"] == 2
    plan_preview = preview_budget_plan_takeover(conn)
    assert plan_preview["count"] >= 2
    result1 = confirm_budget_plan_takeover(conn)
    before = conn.execute("SELECT COUNT(*) FROM budget_plan_items").fetchone()[0]
    result2 = confirm_budget_plan_takeover(conn)
    after = conn.execute("SELECT COUNT(*) FROM budget_plan_items").fetchone()[0]
    assert result1["confirmed_count"] >= 2
    assert result2["skipped_count"] >= 2
    assert after == before

def test_budget_overview_shows_plan_values_without_actual_transactions() -> None:
    from jarvis_finance.services.budget_overview import get_budget_overview
    from jarvis_finance.services.budget_seed_review import confirm_budget_plan_takeover

    conn = db()
    seed_budget_candidates_from_rows(conn, synthetic_workbook(), source_file_label="synthetic budget workbook")
    confirm_budget_plan_takeover(conn)
    overview = get_budget_overview(conn, "2026-01")
    assert overview["planned_budget_chf"] != "0"
    assert overview["actual_expense_chf"] == "0"
    assert overview["actuals_label"] == "noch keine Buchungen"
    assert overview["budget_status"] == "no_actuals"

def test_manual_income_and_expense_update_actual_values_and_audit() -> None:
    from jarvis_finance.services.budget_accounts import confirm_create_budget_account
    from jarvis_finance.services.budget_overview import get_budget_overview
    from jarvis_finance.services.budget_transactions import confirm_budget_transaction

    conn = db()
    account = confirm_create_budget_account(conn, {"name": "UAT Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    income_cat = conn.execute("SELECT category_id FROM budget_categories WHERE name='Einnahmen'").fetchone()[0]
    expense_cat = conn.execute("SELECT category_id FROM budget_categories WHERE name='Wohnen'").fetchone()[0]
    confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "income", "transaction_date": "2026-01-10", "description": "UAT income", "amount_original": "100.00", "currency_original": "CHF", "category_id": income_cat})
    confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-01-11", "description": "UAT expense", "amount_original": "20.00", "currency_original": "CHF", "category_id": expense_cat})
    overview = get_budget_overview(conn, "2026-01")
    assert overview["actual_income_chf"] == "100.00"
    assert overview["actual_expense_chf"] == "20.00"
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type='budget_transaction'").fetchone()[0] == 2


set -euo pipefail
cat /tmp/test_append.py >> tests/unit/test_budget_phase12_seed_review.py
PYTHONPATH=src pytest -q tests/unit/test_budget_phase12_seed_review.py


Output:
..........                                                               [100%]
10 passed in 0.88s


Backend-Kernfunktionen und neue Tests sind grün. Ich erweitere jetzt die Vue-Review-Oberfläche und Menüstruktur.

Explanation:
**Planning frontend update**

I need to work on updating the frontend, which involves adding API functions. Specifically, I’m thinking of utilizing the PATCH method to implement changes. This should allow for efficient updates without sending unnecessary data. I’ll want to ensure that all parts of the frontend maintain compatibility with the updated functions. It's all about keeping everything in sync! I'll keep this in mind as I put together the update plan.

patch

export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: Array<{ category_id: string; category_name: string; plan_name?: string; category_type?: string; planned_chf: string; actual_chf: string; remaining_chf: string; status: string }>; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }

export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; planned_budget_chf: string; actual_expense_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: Array<{ category_id: string; category_name: string; planned_chf: string; actual_chf: string; remaining_chf: string; status: string }>; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -25,7 +25,7 @@
   notes?: string | null
 }
 export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
-export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; planned_budget_chf: string; actual_expense_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: Array<{ category_id: string; category_name: string; planned_chf: string; actual_chf: string; remaining_chf: string; status: string }>; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }
+export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: Array<{ category_id: string; category_name: string; plan_name?: string; category_type?: string; planned_chf: string; actual_chf: string; remaining_chf: string; status: string }>; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }

 export const getBudgetOverview = () => apiGet<BudgetOverview>('/api/budget/overview')
 export const getBudgetTransactions = (query = '') => apiGet<BudgetTransaction[]>(`/api/budget/transactions${query}`)

npx not usable: This is not the tsc command you are looking for


export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/ignore`, { note })
export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/reopen`, { note })
export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/status`, { status, note })
export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/convert-unclean`, body)
export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})
export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -50,3 +50,10 @@
 export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/seed-candidates/${id}/preview`, body)
 export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/confirm`, body)
 export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/ignore`, { note })
+export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/reopen`, { note })
+export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/status`, { status, note })
+export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/convert-unclean`, body)
+export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})
+export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
+export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
+export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})


Explanation:
**Considering budget setup improvements**

I need to replace the BudgetSetupPage, and I'm thinking it could be simpler. I wonder if using the write_file function might streamline things. It seems like a more efficient approach, so I'll look into how to implement that effectively. It’s essential to ensure that the replacement not only meets current needs but also simplifies the overall user experience. Let’s aim for clarity and usability!

<template>

Review → Preview → Confirm → Audit

Budget Setup · Excel übernehmen

Kontrollierte Übernahme des Budget-Seed 2026. Keine VISA-/Migros-/Cumulus-Imports, keine Rule Engine, keine Duplicate Engine.

Seed Review Status

Beträge dürfen lokal sichtbar sein; Berichte bleiben aggregiert.

        <button class="btn-primary" data-test="reload-seed-candidates" @click="load">Neu laden</button>

Kategorien{{ categoryCandidates.length }}

Budgetpläne{{ planCandidates.length }}

Income-Kandidaten{{ incomeCandidates.length }}

Fixkosten später{{ recurringCandidates.length }}

Unclean Ranges{{ uncleanCandidates.length }}

        <button class="btn-primary" data-test="preview-clear-categories" @click="previewCategories">Eindeutige Kategorien Preview</button>
        <button class="btn-primary" data-test="confirm-clear-categories" @click="confirmCategories">Eindeutige Kategorien übernehmen</button>
        <button class="btn-primary" data-test="preview-budget-plans" @click="previewPlans">Budgetpläne Preview</button>
        <button class="btn-primary" data-test="confirm-budget-plans" @click="confirmPlans">Bestätigte Budgetpläne übernehmen</button>

{{ message }}

{{ bulkPreview.summary }} · Anzahl: {{ bulkPreview.count }}

    <CandidateTable title="Kategorie-Kandidaten" :items="categoryCandidates" :show-amount="false" @accept="accept" @ignore="ignore" @reopen="reopen" @pending="pending" @later="later" />
    <CandidateTable title="Budgetplan-Kandidaten" :items="planCandidates" show-amount @accept="accept" @ignore="ignore" @reopen="reopen" @pending="pending" @later="later" />

Unclean Ranges manuell prüfen

          <button class="w-full text-left" data-test="unclean-detail" @click="selected = selected?.seed_candidate_id === item.seed_candidate_id ? null : item">
            {{ item.source_sheet }} · {{ item.source_row_or_range || 'Bereich unklar' }} · {{ item.source_label || item.proposed_name || 'ohne Label' }} · {{ statusLabel(item.status) }}
          </button>

Quelle/Sheet: {{ item.source_sheet }}

Zeile/Bereich: {{ item.source_row_or_range || '—' }}

Erkannter Grund: {{ item.notes || 'Struktur nicht eindeutig' }}

Vorschlag: Nicht automatisch übernehmen, weil Kategorie/Planlogik oder Betrag nicht eindeutig genug erkannt wurde.

              <button class="btn-primary" data-test="unclean-to-category" @click="convert(item, 'category')">als Kategorie-Kandidat anlegen</button>
              <button class="btn-primary" data-test="unclean-to-plan" @click="convert(item, 'budget_plan')">als Budgetplan-Kandidat anlegen</button>
              <button class="btn-ghost" @click="later(item)">später prüfen</button>
              <button class="btn-ghost" @click="ignore(item)">ignorieren</button>
              <button v-if="item.status === 'ignored'" class="btn-ghost" @click="reopen(item)">Wieder öffnen</button>

</template>


No linter for .vue files


<template>

Budget Modul Phase 1.3

Budget Übersicht

Planwerte aus bestätigtem Seed plus manuelle Ist-Buchungen. Keine Imports.

{{ error }}

{{ card.label }}

{{ card.value }}

{{ card.hint }}

Budgetstatus nach Kategorien

          <li v-for="cat in overview?.budget_categories || []" :key="`${cat.category_id}-${cat.plan_name}`" class="grid grid-cols-5 gap-3 border-b border-slate-800 pb-2">{{ cat.category_name }}{{ cat.plan_name }}{{ cat.category_type }}Plan CHF {{ cat.planned_chf }}Ist CHF {{ cat.actual_chf }}{{ cat.status === 'no_actuals' ? 'noch keine Buchungen' : cat.status }}

Noch keine bestätigten Budgetpläne.

Review-Hinweise

Offene Kategorien ohne Ist-Werte

{{ overview?.open_categories_without_actuals ?? 0 }}

Unbestätigte Review-Kandidaten

{{ overview?.pending_seed_candidate_count ?? 0 }}

Ist-Status

{{ overview?.actuals_label || '—' }}

Top Kategorien Ist

{{ cat.category_name }}CHF {{ cat.amount_chf }}

Noch keine bestätigten Buchungen.

Letzte Transaktionen

{{ tx.transaction_date }} · {{ tx.description }}{{ tx.currency_original }} {{ tx.amount_original }}

Noch keine manuellen Buchungen.

</template>


     1|<template><AppLayout /></template>
     2|<script setup lang="ts">
     3|import AppLayout from '@/components/AppLayout.vue'
     4|</script>
     5|


     1|import { createRouter, createWebHistory } from 'vue-router'
     2|import CommandCenter from '@/pages/CommandCenter.vue'
     3|import PortfolioPage from '@/pages/PortfolioPage.vue'
     4|import CryptoPage from '@/pages/CryptoPage.vue'
     5|import EquityPage from '@/pages/EquityPage.vue'
     6|import WalletsPage from '@/pages/WalletsPage.vue'
     7|import ReportsPage from '@/pages/ReportsPage.vue'
     8|import PositionAddPage from '@/pages/PositionAddPage.vue'
     9|import RoadmapPage from '@/pages/RoadmapPage.vue'
    10|import BudgetOverviewPage from '@/pages/BudgetOverviewPage.vue'
    11|import BudgetTransactionsPage from '@/pages/BudgetTransactionsPage.vue'
    12|import BudgetAccountsPage from '@/pages/BudgetAccountsPage.vue'
    13|import BudgetCategoriesPage from '@/pages/BudgetCategoriesPage.vue'
    14|import BudgetSetupPage from '@/pages/BudgetSetupPage.vue'
    15|
    16|const later = (title: string, description: string) => ({ component: RoadmapPage, props: { title, description }, meta: { title } })
    17|const router = createRouter({
    18|  history: createWebHistory(),
    19|  routes: [
    20|    { path: '/', name: 'command-center', component: CommandCenter, meta: { title: 'Command Center' } },
    21|    { path: '/portfolio', name: 'portfolio', component: PortfolioPage, meta: { title: 'Portfolio' } },
    22|    { path: '/crypto', name: 'crypto', component: CryptoPage, meta: { title: 'Crypto' } },
    23|    { path: '/equity', name: 'equity', component: EquityPage, meta: { title: 'Aktien & ETFs' } },
    24|    { path: '/wallets', name: 'wallets', component: WalletsPage, meta: { title: 'Wallets' } },
    25|    { path: '/positions/add', name: 'position-add', component: PositionAddPage, meta: { title: 'Position hinzufügen' } },
    26|    { path: '/reports', name: 'reports', component: ReportsPage, meta: { title: 'Reports' } },
    27|    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Overview' } },
    28|    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Budget Transactions' } },
    29|    { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },
    30|    { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },
    31|    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Budget Setup' } },
    32|    { path: '/planning/finance', name: 'finance-later', ...later('Finanzplanung, später', 'Langfristige Planung, Ziele und Szenarien folgen später.') },
    33|    { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich wird nicht in diesem Sprint gebaut.') },
    34|    { path: '/analysis/contribution', name: 'contribution-later', ...later('Contribution, später', 'Gewinnbeitrag / Contribution ist Roadmap, kein Fake-Inhalt.') },
    35|    { path: '/analysis/backtest', name: 'backtest-later', ...later('Backtest, später', 'Backtests sind Roadmap-Punkte.') },
    36|    { path: '/analysis/analysts', name: 'analysts-later', ...later('Analysten, später', 'Analystenbewertungen folgen später ohne Provider-Abruf beim Rendern.') },
    37|    { path: '/planning/goals', name: 'goals-later', ...later('Ziele, später', 'Finanzielle Ziele werden separat geplant.') }
    38|  ]
    39|})
    40|export default router
    41|


Explanation:
**Planning Menu Labels**

I need to figure out the routes for the menu labels. It looks like I'll be able to use the same pages for some of them, and then also include a roadmap for upcoming features. I want to make sure everything is clear and easy to navigate, so the user knows what to expect. I’m curious if combining these elements will enhance the user experience. Let’s see how this develops!

<template>

JARVIS

Finance

      <RouterLink v-for="item in mainItems" :key="item.to" :to="item.to" class="nav-link" active-class="bg-cyan-500/15 text-cyan-200">{{ item.label }}</RouterLink>
      <template v-for="group in budgetGroups" :key="group.title">

{{ group.title }}

        <RouterLink v-for="item in group.items" :key="item.to" :to="item.to" class="nav-link text-slate-400" active-class="bg-cyan-500/15 text-cyan-200">{{ item.label }}</RouterLink>
      </template>

Read-only User Dashboard

FastAPI/Runtime: kompakt lokal

Provider beim Rendern: nein

</template>


    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Übersicht' } },
    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Manuelle Budget-Transaktionen' } },
    { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },
    { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },
    { path: '/planning/budget/tags', name: 'budget-tags-later', ...later('Tags', 'Tag-Verwaltung ist als Budget Setup-Unterseite vorgesehen. Aktuell erfolgt sie im bestehenden Kategorien/Setup-Flow.') },
    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Excel übernehmen' } },
    { path: '/planning/budget/plans', name: 'budget-plans-later', ...later('Budgetpläne', 'Die produktive Übernahme läuft über Excel übernehmen; eine eigene Planpflege-Seite folgt nach Seed-Abnahme.') },
    { path: '/planning/budget/monthly', name: 'budget-monthly-later', ...later('Monatsbudget', 'Monatsbudget-Auswertung folgt nach kontrollierter Seed-Übernahme.') },
    { path: '/planning/budget/yearly', name: 'budget-yearly-later', ...later('Jahresbudget', 'Jahresbudget-Auswertung folgt nach kontrollierter Seed-Übernahme.') },
    { path: '/planning/budget/income/planned', name: 'budget-income-planned-later', ...later('Geplante Einnahmen', 'Income-Seed-Kandidaten sind in Excel übernehmen sichtbar; Detailseite folgt.') },
    { path: '/planning/budget/income/actual', name: 'budget-income-actual-later', ...later('Tatsächliche Einnahmen', 'Manuelle Einnahmen werden bereits verbucht; eigene Detailseite folgt.') },
    { path: '/planning/budget/expenses/actual', name: 'budget-expenses-actual-later', ...later('Tatsächliche Ausgaben', 'Manuelle Ausgaben werden bereits verbucht; eigene Detailseite folgt.') },
    { path: '/planning/budget/imports-later', name: 'budget-import-later-card', ...later('Import später', 'VISA/Migros/Cumulus-Importe sind in diesem Sprint ausdrücklich nicht implementiert.') },
    { path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual-later', ...later('Budget vs Ist', 'Die Übersicht zeigt die ersten Plan/Ist-Werte; Detailanalyse folgt nach Seed-Abnahme.') },
    { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis-later', ...later('Kategorienvergleich', 'Kategorienvergleich ist Roadmap, kein Fake-Inhalt.') },
    { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis-later', ...later('Monatsverlauf', 'Monatsverlauf folgt nach stabiler Budgetbasis.') },
    { path: '/planning/budget/imports', name: 'budget-imports-later', ...later('Imports, später', 'Keine Import-Engine in Phase 1.3.') },
    { path: '/planning/budget/rules', name: 'budget-rules-later', ...later('Regeln, später', 'Keine Rule Engine in Phase 1.3.') },
    { path: '/planning/budget/fixed-costs', name: 'budget-fixed-costs-later', ...later('Fixkosten, später', 'Recurring Candidates bleiben Review-/Roadmap-Objekte.') },

    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Overview' } },
    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Budget Transactions' } },
    { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },
    { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },
    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Budget Setup' } },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
@@ -24,11 +24,25 @@
     { path: '/wallets', name: 'wallets', component: WalletsPage, meta: { title: 'Wallets' } },
     { path: '/positions/add', name: 'position-add', component: PositionAddPage, meta: { title: 'Position hinzufügen' } },
     { path: '/reports', name: 'reports', component: ReportsPage, meta: { title: 'Reports' } },
-    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Overview' } },
-    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Budget Transactions' } },
+    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Übersicht' } },
+    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Manuelle Budget-Transaktionen' } },
     { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },
     { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },
-    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Budget Setup' } },
+    { path: '/planning/budget/tags', name: 'budget-tags-later', ...later('Tags', 'Tag-Verwaltung ist als Budget Setup-Unterseite vorgesehen. Aktuell erfolgt sie im bestehenden Kategorien/Setup-Flow.') },
+    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Excel übernehmen' } },
+    { path: '/planning/budget/plans', name: 'budget-plans-later', ...later('Budgetpläne', 'Die produktive Übernahme läuft über Excel übernehmen; eine eigene Planpflege-Seite folgt nach Seed-Abnahme.') },
+    { path: '/planning/budget/monthly', name: 'budget-monthly-later', ...later('Monatsbudget', 'Monatsbudget-Auswertung folgt nach kontrollierter Seed-Übernahme.') },
+    { path: '/planning/budget/yearly', name: 'budget-yearly-later', ...later('Jahresbudget', 'Jahresbudget-Auswertung folgt nach kontrollierter Seed-Übernahme.') },
+    { path: '/planning/budget/income/planned', name: 'budget-income-planned-later', ...later('Geplante Einnahmen', 'Income-Seed-Kandidaten sind in Excel übernehmen sichtbar; Detailseite folgt.') },
+    { path: '/planning/budget/income/actual', name: 'budget-income-actual-later', ...later('Tatsächliche Einnahmen', 'Manuelle Einnahmen werden bereits verbucht; eigene Detailseite folgt.') },
+    { path: '/planning/budget/expenses/actual', name: 'budget-expenses-actual-later', ...later('Tatsächliche Ausgaben', 'Manuelle Ausgaben werden bereits verbucht; eigene Detailseite folgt.') },
+    { path: '/planning/budget/imports-later', name: 'budget-import-later-card', ...later('Import später', 'VISA/Migros/Cumulus-Importe sind in diesem Sprint ausdrücklich nicht implementiert.') },
+    { path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual-later', ...later('Budget vs Ist', 'Die Übersicht zeigt die ersten Plan/Ist-Werte; Detailanalyse folgt nach Seed-Abnahme.') },
+    { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis-later', ...later('Kategorienvergleich', 'Kategorienvergleich ist Roadmap, kein Fake-Inhalt.') },
+    { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis-later', ...later('Monatsverlauf', 'Monatsverlauf folgt nach stabiler Budgetbasis.') },
+    { path: '/planning/budget/imports', name: 'budget-imports-later', ...later('Imports, später', 'Keine Import-Engine in Phase 1.3.') },
+    { path: '/planning/budget/rules', name: 'budget-rules-later', ...later('Regeln, später', 'Keine Rule Engine in Phase 1.3.') },
+    { path: '/planning/budget/fixed-costs', name: 'budget-fixed-costs-later', ...later('Fixkosten, später', 'Recurring Candidates bleiben Review-/Roadmap-Objekte.') },
     { path: '/planning/finance', name: 'finance-later', ...later('Finanzplanung, später', 'Langfristige Planung, Ziele und Szenarien folgen später.') },
     { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich wird nicht in diesem Sprint gebaut.') },
     { path: '/analysis/contribution', name: 'contribution-later', ...later('Contribution, später', 'Gewinnbeitrag / Contribution ist Roadmap, kein Fake-Inhalt.') },


[Your active task list was preserved across context compression]
- [>] inspect. Bestehende Budget Seed/API/Frontend-Implementierung inspizieren (in_progress)
- [ ] backend. Backend für Reopen/Status, Unclean-Detail-Konvertierung, Income-Kandidaten, Kategorien-/Budgetplan-Übernahme inkl. Audit/Idempotenz erweitern (pending)
- [ ] frontend. Budget Setup UX, Budget Overview und Menüstruktur/Coming-soon-Seiten erweitern (pending)
- [ ] manual-tests. Manuelle Einnahme/Ausgabe/Transfer UAT und Audit/Overview-Aktualisierung prüfen (pending)
- [ ] verify. Compile, pytest, npm test/build, Secret Scans, Git-Safety, diff-check ausführen (pending)
- [ ] commit-push. Commit, Push, Remote-Hash verifizieren und Abschlussbericht aggregiert liefern (pending)


Explanation:
**Inspecting tools for finance**

I need to continue and inspect the current state of things. I might need to use certain tools here, especially since we're dealing with finance. I wonder if the relevant skills are already loaded or if I have to load them anew based on the context. It’s important to ensure that all necessary skills are prepared before I respond. I want to get this right!


finance-system-architecture

# Budget Phase 1.2 — Excel Seed Candidate Review Workflow

Use this reference when extending the FinanceManager Budget/Cashflow module from workbook dry-run analysis into persistent review candidates and a Vue/FastAPI review UI.

## Durable workflow pattern

- Keep the Excel workbook outside Git and treat it as temp/runtime-only input.
- Parse workbook structure first and report only aggregate counts; never echo real budget amounts or raw rows in chat.
- Persist workbook-derived rows into a dedicated candidate table, not productive budget tables.
- Preserve the write boundary:
  - Seed/dry-run: may create `budget_seed_candidates` only.
  - Preview/Review: may show proposed category/plan rows and unclean ranges.
  - Confirm: only then creates/updates productive `budget_categories` / `budget_plan_items` and writes audit.
  - Ignore: marks the candidate ignored and writes audit.
- Verify that seed persistence causes **zero** productive `budget_plan_items` mutation before confirm.
- Keep unclean or ambiguous rows visible as review items; do not silently drop them.
- If the accepted dry-run analyzer already has validated aggregate counts, align the persistent seed parser to those counts. Any mismatch is a safety signal, not a cosmetic issue.

## Excel parsing lessons

- `.xls` support may require `xlrd`; keep this optional and fail with a clear dependency message when absent.
- Budget sheets may use `Monatlich`/`Jahr` style columns rather than explicit `Kategorie` headers; reuse the same structural heuristics as the validated dry-run analyzer where possible.
- Section/category rows can look like normal rows but lack amounts. Persist them as category candidates and/or unclean ranges requiring review.
- Monthly-only source rows from broad workbook columns may be safer as unclean/review-required unless the existing dry-run semantics classify them as seed-suitable.
- Do not treat workbook formulas, totals, and rest/net rows as automatically clean imports; they need review semantics unless explicitly classified.

## Frontend/API pattern

- Add a dedicated Budget Setup / Excel übernehmen page instead of hiding this inside the normal overview.
- Display aggregate candidate counts, candidate type/status/confidence, and unclean ranges.
- User Mode should avoid raw technical IDs; Review/Admin UI may expose source sheet/range enough to identify the Excel row.
- Add API helpers for list/confirm/ignore seed candidates.
- Keep confirm/ignore buttons explicit and show errors without leaking raw provider/secret details.

## Verification gate

Run and record, in this order:

1. Backend focused tests for seed candidates, confirm/ignore, audit, and no productive mutation on seed.
2. Frontend focused tests for Budget Setup render/actions.
3. Runtime seed against the real workbook with aggregate-only output: candidate counts, unclean count, and `productive_budget_plan_mutation=false`.
4. Full backend compile/pytest with `JARVIS_FINANCE_DB_PATH` unset unless a test explicitly needs runtime DB.
5. Frontend `npm test` and `npm run build` from `frontend/`.
6. Build-artifact secret scan before deleting `frontend/dist`.
7. Remove generated `frontend/dist`, `frontend/node_modules`, `.pytest_cache`, `.ruff_cache`, and similar caches before Git-safety.
8. `ruff check` on changed Python files, `git diff --check`, Git-safety, source diff secret scan.
9. Commit/push and verify local hash equals remote branch hash.

## Tooling pitfall

If a shell cleanup such as `rm -rf frontend/node_modules frontend/dist .ruff_cache` is blocked by an agent process guard, perform the cleanup with a short Python script using `shutil.rmtree`. Capture the cleanup pattern, not a claim that shell cleanup is generally broken.


Ich setze die erhaltene Taskliste fort: erst Zustand verifizieren, dann Backend/Frontend markieren, Tests/Runtime-UAT/Backup/Git-Gates bis Push.

terminal

set -euo pipefail
git status --short
python -m py_compile src/jarvis_finance/services/budget_seed_review.py src/jarvis_finance/services/budget_overview.py src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_plans.py src/jarvis_finance/services/budget_categories.py


Output:
M frontend/src/api/budget.ts
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/BudgetOverviewPage.vue
 M frontend/src/pages/BudgetSetupPage.vue
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_categories.py
 M src/jarvis_finance/services/budget_overview.py
 M src/jarvis_finance/services/budget_plans.py
 M src/jarvis_finance/services/budget_seed_review.py
 M tests/unit/test_budget_phase12_seed_review.py