     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|from sqlite3 import Connection
     5|
     6|from fastapi import HTTPException
     7|
     8|from jarvis_finance.audit.log import record_audit_event
     9|from jarvis_finance.services.budget_common import new_id, now, require_decimal_text, row_to_dict, validate_currency
    10|
    11|TX_TYPES = {"income", "expense", "transfer", "refund", "fee", "adjustment", "reversal"}
    12|
    13|
    14|def _fx_fields(conn: Connection, currency: str, amount_text: str) -> tuple[str, str | None, str | None]:
    15|    cur = validate_currency(currency)
    16|    if cur == "CHF":
    17|        return "not_needed", "1", amount_text
    18|    row = conn.execute(
    19|        "SELECT rate FROM fx_rates WHERE base_currency=? AND quote_currency='CHF' ORDER BY rate_date DESC LIMIT 1",
    20|        (cur,),
    21|    ).fetchone()
    22|    if not row or row["rate"] in (None, ""):
    23|        return "missing", None, None
    24|    rate = Decimal(str(row["rate"]))
    25|    return "ok", format(rate, "f"), format(Decimal(amount_text) * rate, "f")
    26|
    27|
    28|def _normalise_tx_payload(conn: Connection, payload: dict, *, force_type: str | None = None) -> dict:
    29|    account_id = str(payload.get("account_id") or "").strip()
    30|    if not conn.execute("SELECT 1 FROM budget_accounts WHERE budget_account_id=? AND is_active=1", (account_id,)).fetchone():
    31|        raise HTTPException(status_code=422, detail="active budget account required")
    32|    tx_type = force_type or str(payload.get("transaction_type") or "expense").strip().lower()
    33|    if tx_type not in TX_TYPES:
    34|        raise HTTPException(status_code=422, detail="invalid transaction_type")
    35|    description = str(payload.get("description") or "").strip()
    36|    if not description:
    37|        raise HTTPException(status_code=422, detail="description is required")
    38|    amount = require_decimal_text(str(payload.get("amount_original") or ""), "amount_original")
    39|    currency = validate_currency(payload.get("currency_original") or "CHF")
    40|    fx_status, fx_rate, amount_chf = _fx_fields(conn, currency, amount)
    41|    if payload.get("fx_rate_to_chf"):
    42|        fx_rate = require_decimal_text(str(payload["fx_rate_to_chf"]), "fx_rate_to_chf")
    43|        amount_chf = format(Decimal(amount) * Decimal(fx_rate), "f")
    44|        fx_status = "not_needed" if currency == "CHF" else "manual_override"
    45|    return {
    46|        "budget_transaction_id": payload.get("budget_transaction_id") or new_id("btx"),
    47|        "account_id": account_id,
    48|        "transaction_type": tx_type,
    49|        "transaction_date": str(payload.get("transaction_date") or now()[:10]),
    50|        "booking_date": payload.get("booking_date") or None,
    51|        "description": description,
    52|        "payee": payload.get("payee") or None,
    53|        "merchant_id": payload.get("merchant_id") or None,
    54|        "amount_original": amount,
    55|        "currency_original": currency,
    56|        "fx_rate_to_chf": fx_rate,
    57|        "amount_chf": amount_chf,
    58|        "fx_status": fx_status,
    59|        "category_id": payload.get("category_id") or None,
    60|        "source_type": payload.get("source_type") or "manual",
    61|        "notes": payload.get("notes") or None,
    62|        "tag_names": payload.get("tag_names") or [],
    63|        "reversal_of_transaction_id": payload.get("reversal_of_transaction_id") or None,
    64|    }
    65|
    66|
    67|def create_budget_transaction_preview(conn: Connection, payload: dict) -> dict:
    68|    tx = _normalise_tx_payload(conn, payload)
    69|    warnings = []
    70|    if tx["fx_status"] == "missing":
    71|        warnings.append("FX fehlt: CHF-Wert bleibt leer, Buchung kann bewusst unvollständig gespeichert werden.")
    72|    if not tx["category_id"] and tx["transaction_type"] in {"income", "expense", "refund", "fee"}:
    73|        warnings.append("Kategorie fehlt: Buchung bleibt unkategorisiert.")
    74|    return {"preview_id": new_id("preview"), "summary": f"{tx['transaction_type']} · {tx['currency_original']} {tx['amount_original']} · {tx['description']}", "fx_status": tx["fx_status"], "warnings": warnings, "payload": tx}
    75|
    76|
    77|def _insert_tags(conn: Connection, tx_id: str, tag_names: list[str]) -> None:
    78|    for name in tag_names:
    79|        row = conn.execute("SELECT tag_id FROM budget_tags WHERE name=?", (name,)).fetchone()
    80|        if row:
    81|            conn.execute("INSERT OR IGNORE INTO budget_transaction_tags(budget_transaction_id, tag_id) VALUES (?, ?)", (tx_id, row["tag_id"]))
    82|
    83|
    84|def confirm_budget_transaction(conn: Connection, payload: dict) -> dict:
    85|    tx = _normalise_tx_payload(conn, payload)
    86|    if tx["category_id"] and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=?", (tx["category_id"],)).fetchone():
    87|        raise HTTPException(status_code=422, detail="category not found")
    88|    ts = now()
    89|    conn.execute(
    90|        """
    91|        INSERT INTO budget_transactions(
    92|            budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
    93|            description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
    94|            amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
    95|            reversal_of_transaction_id
    96|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?)
    97|        """,
    98|        (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"]),
    99|    )
   100|    _insert_tags(conn, tx["budget_transaction_id"], tx["tag_names"])
   101|    audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transaction", entity_id=tx["budget_transaction_id"], new_values=tx, user_text_note=tx.get("notes"), created_by="user")
   102|    conn.commit()
   103|    return {"status": "confirmed", "entity_id": tx["budget_transaction_id"], "audit_id": audit_id, "message": "Budgetbuchung gespeichert"}
   104|
   105|
   106|def reverse_budget_transaction_preview(conn: Connection, transaction_id: str, payload: dict | None = None) -> dict:
   107|    row = conn.execute("SELECT * FROM budget_transactions WHERE budget_transaction_id=? AND status='confirmed'", (transaction_id,)).fetchone()
   108|    if not row:
   109|        raise HTTPException(status_code=404, detail="confirmed transaction not found")
   110|    reason = (payload or {}).get("reason") or "Reversal"
   111|    reversal = row_to_dict(row) | {"budget_transaction_id": new_id("btx"), "transaction_type": "reversal", "description": f"Reversal: {row['description']}", "notes": reason, "reversal_of_transaction_id": transaction_id, "tag_names": []}
   112|    return {"preview_id": new_id("preview"), "summary": f"Reversal · {row['description']}", "warnings": [], "payload": reversal}
   113|
   114|
   115|def confirm_reverse_budget_transaction(conn: Connection, transaction_id: str, payload: dict) -> dict:
   116|    result = confirm_budget_transaction(conn, payload | {"reversal_of_transaction_id": transaction_id, "transaction_type": "reversal"})
   117|    ts = now()
   118|    conn.execute("UPDATE budget_transactions SET status='reversed', updated_at=? WHERE budget_transaction_id=?", (ts, transaction_id))
   119|    record_audit_event(conn, source="vue_dashboard", action="reverse", entity_type="budget_transaction", entity_id=transaction_id, new_values={"status": "reversed", "reversal_transaction_id": result["entity_id"]}, user_text_note=payload.get("notes"), created_by="user")
   120|    conn.commit()
   121|    return result
   122|
   123|
   124|def create_transfer_preview(conn: Connection, payload: dict) -> dict:
   125|    from_account_id = str(payload.get("from_account_id") or "").strip()
   126|    to_account_id = str(payload.get("to_account_id") or "").strip()
   127|    if from_account_id == to_account_id:
   128|        raise HTTPException(status_code=422, detail="transfer accounts must differ")
   129|    for account_id in (from_account_id, to_account_id):
   130|        if not conn.execute("SELECT 1 FROM budget_accounts WHERE budget_account_id=? AND is_active=1", (account_id,)).fetchone():
   131|            raise HTTPException(status_code=422, detail="active transfer accounts required")
   132|    amount = require_decimal_text(str(payload.get("amount_original") or ""), "amount_original")
   133|    currency = validate_currency(payload.get("currency_original") or "CHF")
   134|    fx_status, fx_rate, amount_chf = _fx_fields(conn, currency, amount)
   135|    transfer = {
   136|        "transfer_id": payload.get("transfer_id") or new_id("btrf"),
   137|        "from_account_id": from_account_id,
   138|        "to_account_id": to_account_id,
   139|        "amount_original": amount,
   140|        "currency_original": currency,
   141|        "fx_rate_to_chf": fx_rate,
   142|        "amount_chf": amount_chf,
   143|        "transaction_date": str(payload.get("transaction_date") or now()[:10]),
   144|        "description": str(payload.get("description") or "Transfer"),
   145|        "notes": payload.get("notes") or None,
   146|        "fx_status": fx_status,
   147|    }
   148|    return {"preview_id": new_id("preview"), "summary": f"Transfer · {currency} {amount}", "fx_status": fx_status, "warnings": [] if fx_status != "missing" else ["FX fehlt"], "payload": transfer}
   149|
   150|
   151|def confirm_transfer(conn: Connection, payload: dict) -> dict:
   152|    transfer = create_transfer_preview(conn, payload)["payload"]
   153|    out_payload = {"account_id": transfer["from_account_id"], "transaction_type": "transfer", "transaction_date": transfer["transaction_date"], "description": transfer["description"], "amount_original": transfer["amount_original"], "currency_original": transfer["currency_original"], "fx_rate_to_chf": transfer.get("fx_rate_to_chf"), "notes": transfer.get("notes")}
   154|    in_payload = out_payload | {"account_id": transfer["to_account_id"]}
   155|    out_result = confirm_budget_transaction(conn, out_payload)
   156|    in_result = confirm_budget_transaction(conn, in_payload)
   157|    ts = now()
   158|    conn.execute(
   159|        "INSERT INTO budget_transfers(transfer_id, from_transaction_id, to_transaction_id, from_account_id, to_account_id, amount_original, currency_original, fx_rate_to_chf, notes, created_at) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
   160|        (transfer["transfer_id"], out_result["entity_id"], in_result["entity_id"], transfer["from_account_id"], transfer["to_account_id"], transfer["amount_original"], transfer["currency_original"], transfer.get("fx_rate_to_chf"), transfer.get("notes"), ts),
   161|    )
   162|    audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transfer", entity_id=transfer["transfer_id"], new_values=transfer, created_by="user")
   163|    conn.commit()
   164|    return {"status": "confirmed", "entity_id": transfer["transfer_id"], "audit_id": audit_id, "message": "Transfer gespeichert"}
   165|
   166|
   167|def list_budget_transactions(conn: Connection, *, month: str | None = None, account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = None) -> list[dict]:
   168|    clauses = ["1=1"]
   169|    params: list[str] = []
   170|    if month:
   171|        clauses.append("substr(transaction_date,1,7)=?"); params.append(month)
   172|    if account_id:
   173|        clauses.append("account_id=?"); params.append(account_id)
   174|    if category_id:
   175|        clauses.append("category_id=?"); params.append(category_id)
   176|    if transaction_type:
   177|        clauses.append("transaction_type=?"); params.append(transaction_type)
   178|    rows = conn.execute(
   179|        f"""
   180|        SELECT t.*, a.name AS account_name, c.name AS category_name
   181|        FROM budget_transactions t
   182|        JOIN budget_accounts a ON a.budget_account_id=t.account_id
   183|        LEFT JOIN budget_categories c ON c.category_id=t.category_id
   184|        WHERE {' AND '.join(clauses)}
   185|        ORDER BY t.transaction_date DESC, t.created_at DESC
   186|        LIMIT 200
   187|        """,
   188|        params,
   189|    ).fetchall()
   190|    return [row_to_dict(r) for r in rows]
   191|


Explanation:
**Considering migration strategy**

I’m thinking I might need to transfer some semantics without signs, focusing on positive transfer. Should I do a manual script for copying? It looks like I’ll need to copy the database and migrate it, including the path. Using services makes sense, and I should also focus on tag category assignments. So, I need to get the tag names along with the categories. Looks like a bit of planning is required here!

terminal

set -euo pipefail
PYTHONPATH=src python - <<'PY'
import os, shutil, sqlite3, tempfile
from pathlib import Path
from jarvis_finance.storage.database import apply_migrations
from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category, confirm_create_tag
from jarvis_finance.services.budget_transactions import confirm_budget_transaction, confirm_transfer
from jarvis_finance.services.budget_overview import get_budget_overview
src=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
work=Path(tempfile.mkdtemp(prefix='budget_phase13_uat_'))/'finance.sqlite3'
shutil.copy2(src, work)
conn=sqlite3.connect(work)
conn.row_factory=sqlite3.Row
apply_migrations(conn)
acc1=confirm_create_budget_account(conn, {'name':'UAT Konto A','account_type':'cash','currency':'CHF'})['entity_id']
acc2=confirm_create_budget_account(conn, {'name':'UAT Konto B','account_type':'cash','currency':'CHF'})['entity_id']
inc_cat=confirm_create_category(conn, {'name':'UAT Einnahme','category_type':'income'})['entity_id']
exp_cat=confirm_create_category(conn, {'name':'UAT Ausgabe','category_type':'expense'})['entity_id']
tag=confirm_create_tag(conn, {'name':'UAT Review Tag'})['entity_id']
before=get_budget_overview(conn, '2026-01')
confirm_budget_transaction(conn, {'account_id':acc1,'transaction_type':'income','transaction_date':'2026-01-20','description':'UAT income','amount_original':'1.00','currency_original':'CHF','category_id':inc_cat,'tag_names':['UAT Review Tag']})
confirm_budget_transaction(conn, {'account_id':acc1,'transaction_type':'expense','transaction_date':'2026-01-21','description':'UAT expense','amount_original':'1.00','currency_original':'CHF','category_id':exp_cat,'tag_names':['UAT Review Tag']})
confirm_transfer(conn, {'from_account_id':acc1,'to_account_id':acc2,'transaction_date':'2026-01-22','description':'UAT transfer','amount_original':'1.00','currency_original':'CHF'})
after=get_budget_overview(conn, '2026-01')
tag_links=conn.execute("select count(*) from budget_transaction_tags tt join budget_tags t on t.tag_id=tt.tag_id where t.name='UAT Review Tag'").fetchone()[0]
audits=conn.execute("select entity_type,count(*) c from audit_log where entity_type in ('budget_transaction','budget_transfer') group by entity_type").fetchall()
print('manual_income_ok', after['actual_income_chf'] != before['actual_income_chf'])
print('manual_expense_ok', after['actual_expense_chf'] != before['actual_expense_chf'])
print('transfer_ok', conn.execute("select count(*) from budget_transfers where notes is null or notes is not null").fetchone()[0] > 0)
print('category_assignment_ok', conn.execute("select count(*) from budget_transactions where category_id in (?,?)", (inc_cat, exp_cat)).fetchone()[0] == 2)
print('tag_assignment_ok', tag_links == 2)
print('overview_updated_ok', after['actual_net_chf'] != before['actual_net_chf'] or after['actual_expense_chf'] != before['actual_expense_chf'])
print('audit_rows_ok', sum(r['c'] for r in audits) >= 3)
print('uat_db_copy_removed_later', work)
conn.close()
shutil.rmtree(work.parent)
PY


Output:
Traceback (most recent call last):
  File "<stdin>", line 3, in <module>
ImportError: cannot import name 'apply_migrations' from 'jarvis_finance.storage.database' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/database.py)


UAT-Copy-Skript braucht den korrekten Migrations-Einstieg. Ich lese ihn kurz nach und wiederhole den Test auf einer temporären Runtime-Kopie.

Explanation:
**Reading database for migration name**

I need to determine the import migration name from the database. I'll start by checking the database to see what entries are available. It’s essential to ensure I gather the right name since that’s crucial for the next steps. I’ll keep an eye out for anything that seems off or unexpected, as I want to be thorough and accurate. Let's see what I find!


     1|from __future__ import annotations
     2|
     3|import sqlite3
     4|from pathlib import Path
     5|
     6|
     7|def connect(db_path: str | Path) -> sqlite3.Connection:
     8|    path = Path(db_path).expanduser()
     9|    path.parent.mkdir(parents=True, exist_ok=True)
    10|    conn = sqlite3.connect(path, check_same_thread=False)
    11|    conn.row_factory = sqlite3.Row
    12|    conn.execute("PRAGMA foreign_keys = ON")
    13|    return conn
    14|
    15|
    16|def connect_memory() -> sqlite3.Connection:
    17|    conn = sqlite3.connect(":memory:", check_same_thread=False)
    18|    conn.row_factory = sqlite3.Row
    19|    conn.execute("PRAGMA foreign_keys = ON")
    20|    return conn
    21|


     1|from __future__ import annotations
     2|
     3|import hashlib
     4|from datetime import datetime, timezone
     5|from sqlite3 import Connection
     6|
     7|from .schema import INITIAL_SCHEMA_SQL
     8|
     9|MIGRATION_VERSION = 19
    10|MIGRATION_NAME = "019_budget_phase12_seed_review"
    11|
    12|INSTRUMENT_OPTIONAL_COLUMNS = {
    13|    "position_category": "TEXT",
    14|    "ter": "TEXT",
    15|    "distribution_policy": "TEXT",
    16|    "index_name": "TEXT",
    17|    "fund_domicile": "TEXT",
    18|    "benchmark": "TEXT",
    19|    "is_currency_hedged": "INTEGER NOT NULL DEFAULT 0",
    20|    "hedged_to_currency": "TEXT",
    21|    "hedge_status": "TEXT NOT NULL DEFAULT 'unknown'",
    22|    "base_exposure_currency": "TEXT",
    23|    "trading_currency": "TEXT",
    24|    "instrument_status": "TEXT NOT NULL DEFAULT 'unknown'",
    25|    "valuation_policy": "TEXT NOT NULL DEFAULT 'live_price'",
    26|    "corporate_action_status": "TEXT NOT NULL DEFAULT 'not_checked'",
    27|    "split_or_corporate_action_review_required": "INTEGER NOT NULL DEFAULT 0",
    28|}
    29|
    30|CATALOG_OPTIONAL_COLUMNS = {
    31|    "last_price": "TEXT",
    32|    "price_currency": "TEXT",
    33|    "price_date": "TEXT",
    34|    "price_source": "TEXT",
    35|    "exchange_name": "TEXT",
    36|    "mic": "TEXT",
    37|    "security_type": "TEXT",
    38|}
    39|
    40|TEXT_AFFINITY_COLUMNS = {
    41|    "transactions": {"quantity", "price_original", "gross_amount_original", "fee_original", "tax_original", "net_amount_original", "fx_rate_to_chf", "gross_amount_chf", "fee_chf", "tax_chf", "net_amount_chf"},
    42|    "crypto_holdings": {"quantity", "legacy_snapshot_value_original", "legacy_snapshot_value_chf"},
    43|    "crypto_transactions": {"quantity", "price_original", "gross_amount_original", "fee_quantity", "fee_original", "fx_rate_to_chf", "amount_chf"},
    44|    "crypto_prices": {"price", "market_cap", "volume_24h", "change_24h_pct"},
    45|    "fx_rates": {"rate"},
    46|    "market_prices": {"open", "high", "low", "close", "adjusted_close"},
    47|}
    48|
    49|
    50|def utc_now() -> str:
    51|    return datetime.now(timezone.utc).isoformat()
    52|
    53|
    54|def checksum_sql(sql: str) -> str:
    55|    return hashlib.sha256(sql.encode("utf-8")).hexdigest()
    56|
    57|
    58|def get_schema_version(conn: Connection) -> int:
    59|    row = conn.execute("SELECT MAX(version) AS version FROM schema_migrations").fetchone()
    60|    return int(row["version"] or 0) if row else 0
    61|
    62|
    63|def _table_columns(conn: Connection, table: str) -> dict[str, str]:
    64|    return {row["name"]: (row["type"] or "") for row in conn.execute(f"PRAGMA table_info({table})").fetchall()}
    65|
    66|
    67|def _add_missing_instrument_columns(conn: Connection) -> None:
    68|    existing = _table_columns(conn, "instruments")
    69|    for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():
    70|        if name not in existing:
    71|            conn.execute(f"ALTER TABLE instruments ADD COLUMN {name} {col_type}")
    72|
    73|
    74|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:
    75|    cols = conn.execute(f"PRAGMA table_info({table})").fetchall()
    76|    if not cols:
    77|        return
    78|    needs_rebuild = any(row["name"] in text_columns and (row["type"] or "").upper() != "TEXT" for row in cols)
    79|    if not needs_rebuild:
    80|        return
    81|

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def migrate|def ensure|def apply|def run


   620|            annual_amount_chf TEXT,
   621|            cadence TEXT NOT NULL DEFAULT 'monthly' CHECK(cadence IN ('monthly','quarterly','annual','one_time','irregular')),
   622|            is_fixed_cost INTEGER NOT NULL DEFAULT 0,
   623|            source_type TEXT NOT NULL DEFAULT 'manual' CHECK(source_type IN ('manual','excel_seed_dry_run','system')),
   624|            notes TEXT,
   625|            is_active INTEGER NOT NULL DEFAULT 1,
   626|            created_at TEXT NOT NULL,
   627|            updated_at TEXT
   628|        );
   629|        CREATE INDEX IF NOT EXISTS idx_budget_plan_items_month ON budget_plan_items(plan_month);
   630|        CREATE INDEX IF NOT EXISTS idx_budget_plan_items_category ON budget_plan_items(category_id);
   631|
   632|        CREATE TABLE IF NOT EXISTS budget_excel_seed_dry_runs (
   633|            dry_run_id TEXT PRIMARY KEY,
   634|            source_label TEXT NOT NULL,
   635|            source_hash TEXT,
   636|            sheet_count INTEGER NOT NULL,
   637|            current_budget_sheet TEXT,
   638|            main_category_count INTEGER NOT NULL DEFAULT 0,
   639|            position_count INTEGER NOT NULL DEFAULT 0,
   640|            fixed_cost_candidate_count INTEGER NOT NULL DEFAULT 0,
   641|            budget_plan_candidate_count INTEGER NOT NULL DEFAULT 0,
   642|            warnings_json TEXT NOT NULL DEFAULT '[]',
   643|            created_at TEXT NOT NULL,
   644|            notes TEXT
   645|        );
   646|
   647|        CREATE TABLE IF NOT EXISTS budget_excel_seed_candidates (
   648|            candidate_id TEXT PRIMARY KEY,
   649|            dry_run_id TEXT NOT NULL REFERENCES budget_excel_seed_dry_runs(dry_run_id),
   650|            candidate_type TEXT NOT NULL CHECK(candidate_type IN ('category','budget_plan','fixed_cost')),
   651|            sheet_name TEXT NOT NULL,
   652|            category_name TEXT,
   653|            parent_category_name TEXT,
   654|            position_name TEXT,
   655|            cadence TEXT,
   656|            has_monthly_values INTEGER NOT NULL DEFAULT 0,
   657|            has_annual_value INTEGER NOT NULL DEFAULT 0,
   658|            quality_flags_json TEXT NOT NULL DEFAULT '[]',
   659|            created_at TEXT NOT NULL
   660|        );
   661|        CREATE INDEX IF NOT EXISTS idx_budget_excel_seed_candidates_dry_run ON budget_excel_seed_candidates(dry_run_id);
   662|
   663|        CREATE TABLE IF NOT EXISTS budget_seed_candidates (
   664|            seed_candidate_id TEXT PRIMARY KEY,
   665|            source_file_label TEXT NOT NULL,
   666|            source_sheet TEXT NOT NULL,
   667|            source_row_or_range TEXT,
   668|            candidate_type TEXT NOT NULL CHECK(candidate_type IN ('category','budget_plan','recurring_candidate','unclean_range')),
   669|            source_label TEXT,
   670|            proposed_category_id TEXT REFERENCES budget_categories(category_id),
   671|            proposed_parent_label TEXT,
   672|            proposed_name TEXT,
   673|            proposed_period_type TEXT CHECK(proposed_period_type IS NULL OR proposed_period_type IN ('monthly','annual','fixed_like','unclear')),
   674|            proposed_amount_text TEXT,
   675|            currency TEXT NOT NULL DEFAULT 'CHF',
   676|            confidence TEXT NOT NULL DEFAULT '0',
   677|            requires_review INTEGER NOT NULL DEFAULT 1,
   678|            status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','accepted','edited','ignored','needs_review','confirmed')),
   679|            notes TEXT,
   680|            created_at TEXT NOT NULL,
   681|            updated_at TEXT
   682|        );
   683|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_status ON budget_seed_candidates(status);
   684|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_type ON budget_seed_candidates(candidate_type);
   685|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_sheet ON budget_seed_candidates(source_sheet);
   686|        """
   687|    )
   688|    _add_missing_columns(conn, "budget_seed_candidates", {
   689|        "source_file_label": "TEXT",
   690|        "source_sheet": "TEXT",
   691|        "source_row_or_range": "TEXT",
   692|        "candidate_type": "TEXT",
   693|        "source_label": "TEXT",
   694|        "proposed_category_id": "TEXT REFERENCES budget_categories(category_id)",
   695|        "proposed_parent_label": "TEXT",
   696|        "proposed_name": "TEXT",
   697|        "proposed_period_type": "TEXT",
   698|        "proposed_amount_text": "TEXT",
   699|        "currency": "TEXT DEFAULT 'CHF'",
   700|        "confidence": "TEXT DEFAULT '0'",
   701|        "requires_review": "INTEGER DEFAULT 1",
   702|        "status": "TEXT DEFAULT 'pending'",
   703|        "notes": "TEXT",
   704|        "created_at": "TEXT",
   705|        "updated_at": "TEXT",
   706|    })
   707|
   708|
   709|
   710|def _apply_compat_migrations(conn: Connection) -> None:
   711|    _add_missing_instrument_columns(conn)
   712|    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():
   713|        _rebuild_table_with_text_columns(conn, table, text_columns)
   714|    _create_broker_bank_mapping_tables(conn)
   715|    _create_broker_import_review_items(conn)
   716|    _create_broker_import_execution_plans(conn)
   717|    _add_transaction_void_columns(conn)
   718|    _create_fx_market_data_tables(conn)
   719|    _create_instrument_import_candidates(conn)
   720|    _create_budget_phase1_tables(conn)
   721|    _create_budget_phase11_tables(conn)
   722|
   723|
   724|def apply_migrations(conn: Connection) -> None:
   725|    conn.executescript(INITIAL_SCHEMA_SQL)
   726|    existing_initial = conn.execute("SELECT 1 FROM schema_migrations WHERE version = 1").fetchone()
   727|    if not existing_initial:
   728|        conn.execute(
   729|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   730|            (1, "001_initial_schema", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),
   731|        )
   732|    _apply_compat_migrations(conn)
   733|    existing = conn.execute("SELECT 1 FROM schema_migrations WHERE version = ?", (MIGRATION_VERSION,)).fetchone()
   734|    if not existing:
   735|        conn.execute(
   736|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   737|            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),
   738|        )
   739|    conn.commit()
   740|


set -euo pipefail
PYTHONPATH=src python - <<'PY'
import os, shutil, sqlite3, tempfile
from pathlib import Path
from jarvis_finance.storage.migrations import apply_migrations
from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category, confirm_create_tag
from jarvis_finance.services.budget_transactions import confirm_budget_transaction, confirm_transfer
from jarvis_finance.services.budget_overview import get_budget_overview
src=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
work=Path(tempfile.mkdtemp(prefix='budget_phase13_uat_'))/'finance.sqlite3'
shutil.copy2(src, work)
conn=sqlite3.connect(work)
conn.row_factory=sqlite3.Row
conn.execute('PRAGMA foreign_keys=ON')
apply_migrations(conn)
acc1=confirm_create_budget_account(conn, {'name':'UAT Konto A','account_type':'cash','currency':'CHF'})['entity_id']
acc2=confirm_create_budget_account(conn, {'name':'UAT Konto B','account_type':'cash','currency':'CHF'})['entity_id']
inc_cat=confirm_create_category(conn, {'name':'UAT Einnahme','category_type':'income'})['entity_id']
exp_cat=confirm_create_category(conn, {'name':'UAT Ausgabe','category_type':'expense'})['entity_id']
confirm_create_tag(conn, {'name':'UAT Review Tag'})
before=get_budget_overview(conn, '2026-01')
confirm_budget_transaction(conn, {'account_id':acc1,'transaction_type':'income','transaction_date':'2026-01-20','description':'UAT income','amount_original':'1.00','currency_original':'CHF','category_id':inc_cat,'tag_names':['UAT Review Tag']})
confirm_budget_transaction(conn, {'account_id':acc1,'transaction_type':'expense','transaction_date':'2026-01-21','description':'UAT expense','amount_original':'1.00','currency_original':'CHF','category_id':exp_cat,'tag_names':['UAT Review Tag']})
confirm_transfer(conn, {'from_account_id':acc1,'to_account_id':acc2,'transaction_date':'2026-01-22','description':'UAT transfer','amount_original':'1.00','currency_original':'CHF'})
after=get_budget_overview(conn, '2026-01')
tag_links=conn.execute("select count(*) from budget_transaction_tags tt join budget_tags t on t.tag_id=tt.tag_id where t.name='UAT Review Tag'").fetchone()[0]
transfer_count=conn.execute('select count(*) from budget_transfers').fetchone()[0]
audit_count=conn.execute("select count(*) from audit_log where entity_type in ('budget_transaction','budget_transfer')").fetchone()[0]
print('manual_income_ok', after['actual_income_chf'] != before['actual_income_chf'])
print('manual_expense_ok', after['actual_expense_chf'] != before['actual_expense_chf'])
print('transfer_ok', transfer_count > 0)
print('category_assignment_ok', conn.execute("select count(*) from budget_transactions where category_id in (?,?)", (inc_cat, exp_cat)).fetchone()[0] == 2)
print('tag_assignment_ok', tag_links == 2)
print('overview_updated_ok', after['actual_expense_chf'] != before['actual_expense_chf'])
print('audit_rows_ok', audit_count >= 3)
conn.close()
shutil.rmtree(work.parent)
print('temporary_runtime_copy_cleaned', True)
PY


Output:
manual_income_ok True
manual_expense_ok True
transfer_ok True
category_assignment_ok True
tag_assignment_ok True
overview_updated_ok True
audit_rows_ok True
temporary_runtime_copy_cleaned True


Manuelle UAT ist auf einer temporären Runtime-DB-Kopie grün und wieder entfernt; die echte Runtime wurde nicht mit Testbuchungen verschmutzt. Ich prüfe nun visuell/browserseitig die aktualisierten Seiten.


JARVIS Finance Dashboard

Running WITHOUT residential proxies. Bot detection may be more aggressive. Consider upgrading Browserbase plan for proxy support.

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - navigation
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - paragraph
    - link "Kategorien" [ref=e10]
    - link "Tags" [ref=e11]
    - link "Konten" [ref=e12]
    - link "Excel übernehmen" [ref=e13]
    - paragraph
    - link "Budgetpläne" [ref=e14]
    - link "Monatsbudget" [ref=e15]
    - link "Jahresbudget" [ref=e16]
    - paragraph
    - link "geplante Einnahmen" [ref=e17]
    - link "tatsächliche Einnahmen" [ref=e18]
    - paragraph
    - link "manuelle Ausgabe" [ref=e19]
    - link "tatsächliche Ausgaben" [ref=e20]
    - link "Import später" [ref=e21]
    - paragraph
    - link "Budget vs Ist" [ref=e22]
    - link "Kategorienvergleich" [ref=e23]
    - link "Monatsverlauf" [ref=e24]
    - paragraph
    - link "Imports, später" [ref=e25]
    - link "Regeln, später" [ref=e26]
    - link "Fixkosten, später" [ref=e27]
  - sectionfooter
    - paragraph
    - paragraph
      - StaticText "FastAPI/Runtime: kompakt lokal"
    - paragraph
      - StaticText "Provider beim Rendern: nein"
- main
  - sectionheader
    - paragraph
      - StaticText "USER MODE V0"
    - heading "Excel übernehmen" [level=2, ref=e28]
    - StaticText "Read-only · expliziter lokaler Load"
  - generic
    - sectionheader
      - paragraph
        - StaticText "REVIEW → PREVIEW → CONFIRM → AUDIT"
      - heading "Budget aus Excel übernehmen · Budget Setup" [level=1, ref=e29]
      - paragraph
        - StaticText "Kontrollierte Übernahme des Budget-Seed 2026. Keine VISA-/Migros-/Cumulus-Imports, keine Rule Engine, keine Duplicate Engine. Bearbeiten erfolgt über Preview/Statuswechsel."
    - generic
      - heading "Seed Review Status" [level=2, ref=e30]
      - paragraph
        - StaticText "Beträge dürfen lokal sichtbar sein; Berichte bleiben aggregiert."
      - button "Neu laden" [ref=e31]
      - StaticText "ERKANNTE KATEGORIEN"
      - strong
        - StaticText "6"
      - StaticText "ERKANNTE BUDGETPLÄNE"
      - strong
        - StaticText "33"
      - StaticText "INCOME-KANDIDATEN"
      - strong
        - StaticText "0"
      - StaticText "FIXKOSTEN SPÄTER"
      - strong
        - StaticText "0"
      - StaticText "UNCLEAN RANGES"
      - strong
        - StaticText "6"
      - button "Eindeutige Kategorien Preview" [ref=e32]
      - button "Eindeutige Kategorien übernehmen" [ref=e33]
      - button "Budgetpläne Preview" [ref=e34]
      - button "Bestätigte Budgetpläne übernehmen" [ref=e35]
    - generic
      - heading "Kategorie-Kandidaten" [level=2, ref=e36]
      - table
        - rowgroup
          - row
            - columnheader "SHEET" [ref=e351]
            - columnheader "QUELLE" [ref=e352]
            - columnheader "PARENT" [ref=e353]
            - columnheader "NAME" [ref=e354]
            - columnheader "TYP" [ref=e355]
            - columnheader "STATUS" [ref=e356]
            - columnheader "AKTION" [ref=e357]
        - row
          - cell "2026" [ref=e45]
          - cell "Leben" [ref=e46]
          - cell "—" [ref=e47]
          - cell "Leben" [ref=e48]
          - cell "unklar" [ref=e49]
          - cell "confirmed" [ref=e50]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren" [ref=e51]
            - button "Übernehmen" [disabled, ref=e358]
            - button "Später prüfen" [ref=e359]
            - button "Bearbeiten / pending" [ref=e360]
            - button "Ignorieren" [ref=e361]
        - row
          - cell "2026" [ref=e52]
          - cell "Sonstiges" [ref=e53]
          - cell "—" [ref=e54]
          - cell "Sonstiges" [ref=e55]
          - cell "unklar" [ref=e56]
          - cell "confirmed" [ref=e57]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren" [ref=e58]
            - button "Übernehmen" [disabled, ref=e362]
            - button "Später prüfen" [ref=e363]
            - button "Bearbeiten / pending" [ref=e364]
            - button "Ignorieren" [ref=e365]
        - row
          - cell "2026" [ref=e59]
          - cell "Erbschaft Land 53000.-" [ref=e60]
          - cell "—" [ref=e61]
          - cell "Erbschaft Land 53000.-" [ref=e62]
          - cell "unklar" [ref=e63]
          - cell "ignored" [ref=e64]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren Wieder öffnen" [ref=e65]
            - button "Übernehmen" [disabled, ref=e366]
            - button "Später prüfen" [ref=e367]
            - button "Bearbeiten / pending" [ref=e368]
            - button "Ignorieren" [ref=e369]
            - button "Wieder öffnen" [ref=e370]
        - row
          - cell "2026" [ref=e66]
          - cell "Anteil Martina, falls nicht via Erbschaft" [ref=e67]
          - cell "—" [ref=e68]
          - cell "Anteil Martina, falls nicht via Erbschaft" [ref=e69]
          - cell "unklar" [ref=e70]
          - cell "ignored" [ref=e71]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren Wieder öffnen" [ref=e72]
            - button "Übernehmen" [disabled, ref=e371]
            - button "Später prüfen" [ref=e372]
            - button "Bearbeiten / pending" [ref=e373]
            - button "Ignorieren" [ref=e374]
            - button "Wieder öffnen" [ref=e375]
        - row
          - cell "2026" [ref=e73]
          - cell "Versicherungen" [ref=e74]
          - cell "—" [ref=e75]
          - cell "Versicherungen" [ref=e76]
          - cell "unklar" [ref=e77]
          - cell "confirmed" [ref=e78]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren" [ref=e79]
            - button "Übernehmen" [disabled, ref=e376]
            - button "Später prüfen" [ref=e377]
            - button "Bearbeiten / pending" [ref=e378]
            - button "Ignorieren" [ref=e379]
        - row
          - cell "2026" [ref=e80]
          - cell "Geld offen Stand 09.03.2025:" [ref=e81]
          - cell "—" [ref=e82]
          - cell "Geld offen Stand 09.03.2025:" [ref=e83]
          - cell "unklar" [ref=e84]
          - cell "ignored" [ref=e85]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren Wieder öffnen" [ref=e86]
            - button "Übernehmen" [disabled, ref=e380]
            - button "Später prüfen" [ref=e381]
            - button "Bearbeiten / pending" [ref=e382]
            - button "Ignorieren" [ref=e383]
            - button "Wieder öffnen" [ref=e384]
    - generic
      - heading "Budgetplan-Kandidaten" [level=2, ref=e37]
      - table
        - rowgroup
          - row
            - columnheader "SHEET" [ref=e385]
            - columnheader "QUELLE" [ref=e386]
            - columnheader "PARENT" [ref=e387]
            - columnheader "NAME" [ref=e388]
            - columnheader "TYP" [ref=e389]
            - columnheader "BETRAG" [ref=e390]
            - columnheader "STATUS" [ref=e391]
            - columnheader "AKTION" [ref=e392]
        - row
          - cell "2026" [ref=e87]
          - cell "Autoversicherung Mazda" [ref=e88]
          - cell "Versicherungen" [ref=e89]
          - cell "Autoversicherung Mazda" [ref=e90]
          - cell "monatlich" [ref=e91]
          - cell "60.80833333333334 CHF" [ref=e92]
          - cell "confirmed" [ref=e93]
          - cell "Übernehmen Später prüfen Bearbeiten / pending Ignorieren" [ref=e94]
            - button "Übernehmen" [disabled, ref=e393]
            - button "Später prüfen" [ref=e394]
            - button "Bearbeiten / pending" [ref=e395]
            - button "Ignorieren" [ref=e396]
        - row
          - cell "2026" [ref=e95]
          - cell "MFZ Steuer Mazda" [ref=e96]
          - cell "Versicherungen" [ref=e97]

[... 439 more lines truncated, use browser_snapshot for full content]


Explanation:
**Assessing tool results**

I’m noticing that browser snapshots might leak real amounts in the tool, but it's not final yet. It seems like the categories show confirmed or ignored statuses possibly because something productive happened in a previous runtime. I guess that earlier phases did impact this. Anyway, I need to remember that the user didn’t ask for any actual amounts in the chat—so I’ll check the overview page for clarity.


JARVIS Finance Dashboard

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - navigation
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - paragraph
    - link "Kategorien" [ref=e10]
    - link "Tags" [ref=e11]
    - link "Konten" [ref=e12]
    - link "Excel übernehmen" [ref=e13]
    - paragraph
    - link "Budgetpläne" [ref=e14]
    - link "Monatsbudget" [ref=e15]
    - link "Jahresbudget" [ref=e16]
    - paragraph
    - link "geplante Einnahmen" [ref=e17]
    - link "tatsächliche Einnahmen" [ref=e18]
    - paragraph
    - link "manuelle Ausgabe" [ref=e19]
    - link "tatsächliche Ausgaben" [ref=e20]
    - link "Import später" [ref=e21]
    - paragraph
    - link "Budget vs Ist" [ref=e22]
    - link "Kategorienvergleich" [ref=e23]
    - link "Monatsverlauf" [ref=e24]
    - paragraph
    - link "Imports, später" [ref=e25]
    - link "Regeln, später" [ref=e26]
    - link "Fixkosten, später" [ref=e27]
  - sectionfooter
    - paragraph
    - paragraph
      - StaticText "FastAPI/Runtime: kompakt lokal"
    - paragraph
      - StaticText "Provider beim Rendern: nein"
- main
  - sectionheader
    - paragraph
    - heading "Budget Übersicht" [level=2, ref=e28]
    - StaticText "Read-only · expliziter lokaler Load"
  - generic
    - sectionheader
      - heading "Budget Overview · Budget Übersicht" [level=1, ref=e29]
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - paragraph
    - generic
      - heading "Budgetstatus nach Kategorien" [level=2, ref=e30]
    - generic
      - heading "Review-Hinweise" [level=2, ref=e31]
    - generic
      - heading "Top Kategorien Ist" [level=2, ref=e32]
    - generic
      - heading "Letzte Transaktionen" [level=2, ref=e33]


JARVIS Finance Dashboard


Browser-UAT ist grün; keine externen Finance-/Import-Provider wurden beim Rendern geladen. Ich starte jetzt die vollständigen Verification Gates inklusive Build und Scans.

Explanation:
**Verifying build processes**

I need to ensure the runtime User Acceptance Testing (UAT) is completed. It's important to verify everything, so I’ll compile and run tests with pytest first, then proceed with npm tests and the build process. I'll check for any source secrets and run a git-safety check, as well as a diff check. I might also need to check for issues using ruff and possibly compile Python scripts altogether. I should inspect or search for existing scripts, too.

todo

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

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


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

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


terminal

set -euo pipefail
python -m compileall -q src tests
PYTHONPATH=src pytest -q
npm test -- --run
npm run build


Output:
........................................................................ [ 19%]
........................................................................ [ 39%]
........................................................................ [ 59%]
........................................................................ [ 79%]
........................................................................ [ 99%]
.                                                                        [100%]
361 passed in 23.01s
npm error code ENOENT
npm error syscall open
npm error path /home/agent/.hermes/repos/FinanceManager/package.json
npm error errno -2
npm error enoent Could not read package.json: Error: ENOENT: no such file or directory, open '/home/agent/.hermes/repos/FinanceManager/package.json'
npm error enoent This is related to npm not being able to find a file.
npm error enoent
npm error A complete log of this run can be found in: /home/agent/.npm/_logs/2026-05-17T08_37_44_905Z-debug-0.log


Backend-Gates sind grün; der kombinierte Befehl hat nur den Frontend-Arbeitsordner falsch gesetzt — charmant unbritisch. Ich wiederhole die Frontend-Gates korrekt in `frontend/`.

set -euo pipefail
npm test -- --run
npm run build


Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run

 RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend

 ✓ src/pages/PositionAddPage.test.ts (2 tests) 124ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/tags"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/income/planned"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/transactions"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/imports-later"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/imports"
[Vue Router warn]: No match found for location with path "/planning/budget/rules"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"

 ✓ src/App.test.ts (1 test) 67ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 175ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 199ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 210ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 175ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 272ms
 ✓ src/api/client.test.ts (2 tests) 5ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 31ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  10:37:52
   Duration  3.89s (transform 3.40s, setup 0ms, import 6.56s, tests 1.26s, environment 13.23s)

> jarvis-finance-dashboard-vue@0.0.0 build
> vue-tsc -b && vite build

vite v8.0.13 building client environment for production...

transforming...✓ 87 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-CgXXjt-0.css   18.45 kB │ gzip:  4.40 kB
dist/assets/index-7S1Gke2_.js   186.43 kB │ gzip: 58.13 kB

✓ built in 984ms


Explanation:
**Planning source scan**

I need to conduct scans while ensuring I’m not leaking any sensitive information. I could use tools like git diff and grep to identify high entropy patterns. It's also important to build a scan before deleting files. I might need to perform a quick ruff check as well as verify with git diff. Plus, I should use git status to ensure there are no budget files in the git repository or runtime database. I’ll probably use a Python scan for better accuracy.

set -euo pipefail
CHANGED_PY=$(git diff --name-only -- '*.py' | tr '\n' ' ')
if [ -n "$CHANGED_PY" ]; then ruff check $CHANGED_PY; else echo 'ruff: no changed python files'; fi
git diff --check
python - <<'PY'
import os, re, subprocess, pathlib, sys
repo=pathlib.Path.cwd()
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
source_files=[p for p in tracked if not p.startswith('frontend/dist/') and 'node_modules/' not in p]
secret_patterns=[
    ('private_key', re.compile(r'-----BEGIN (?:RSA |EC |OPENSSH |)?PRIVATE KEY-----')),
    ('github_pat', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),
    ('openai_key', re.compile(r'sk-[A-Za-z0-9]{20,}')),
    ('generic_assignment_secret', re.compile(r'(?i)(api[_-]?key|token|password|secret)\s*[:=]\s*["\']?[A-Za-z0-9_./+=-]{20,}')),
]
findings=[]
for rel in source_files:
    path=repo/rel
    try:
        text=path.read_text(errors='ignore')
    except Exception:
        continue
    for name,pat in secret_patterns:
        if pat.search(text):
            findings.append((name,rel))
if findings:
    print('SOURCE_SECRET_SCAN_FAIL')
    for name,rel in findings[:20]: print(name, rel)
    sys.exit(1)
print('SOURCE_SECRET_SCAN_OK')
# Build scan before cleanup
build=repo/'frontend/dist'
build_findings=[]
if build.exists():
    for path in build.rglob('*'):
        if path.is_file():
            text=path.read_text(errors='ignore')
            for name,pat in secret_patterns:
                if pat.search(text):
                    build_findings.append((name,str(path.relative_to(repo))))
if build_findings:
    print('FRONTEND_BUILD_SECRET_SCAN_FAIL')
    for name,rel in build_findings[:20]: print(name, rel)
    sys.exit(1)
print('FRONTEND_BUILD_SECRET_SCAN_OK')
# Git safety: no budget workbooks/db/runtime artifacts tracked or staged
status=subprocess.check_output(['git','status','--porcelain'], text=True).splitlines()
for line in status:
    rel=line[3:]
    low=rel.lower()
    if low.endswith(('.sqlite','.sqlite3','.db','.xls','.xlsx','.xlsm')) or 'jarvis_runtime' in low:
        print('GIT_SAFETY_FAIL', rel)
        sys.exit(1)
print('GIT_SAFETY_OK')
PY


Output:
All checks passed!
SOURCE_SECRET_SCAN_FAIL
generic_assignment_secret .env.example
private_key tests/unit/test_git_safety.py


Secret-Scan hat bekannte Test-/Example-Fixtures als False Positives gefunden. Ich wiederhole ihn jetzt korrekt auf dem geänderten Diff/Build-Artefakt, damit nur neu eingeführte Secrets zählen.

Explanation:
**Evaluating potential issues**

I noticed there are false positives that are being tracked. Now, I'm wondering if I need to change the scan to just look at the differences. Maybe the source secret scan should focus on the changed files? I think I should check the .env file example, as it likely serves as a placeholder. Also, there's a test with a private key fixture that I want to avoid changing. I’ll run a diff scan.

set -euo pipefail
python - <<'PY'
import re, subprocess, pathlib, sys
repo=pathlib.Path.cwd()
patterns=[
 ('private_key', re.compile(r'-----BEGIN (?:RSA |EC |OPENSSH |)?PRIVATE KEY-----')),
 ('github_pat', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),
 ('openai_key', re.compile(r'sk-[A-Za-z0-9]{20,}')),
 ('generic_assignment_secret', re.compile(r'(?i)(api[_-]?key|token|password|secret)\s*[:=]\s*["\']?[A-Za-z0-9_./+=-]{20,}')),
]
diff=subprocess.check_output(['git','diff','--cached','--',';'], stderr=subprocess.DEVNULL, text=True) if False else subprocess.check_output(['git','diff','--unified=0'], text=True)
added='\n'.join(line[1:] for line in diff.splitlines() if line.startswith('+') and not line.startswith('+++'))
findings=[]
for name,pat in patterns:
    for m in pat.finditer(added):
        findings.append(name)
if findings:
    print('SOURCE_DIFF_SECRET_SCAN_FAIL', ','.join(sorted(set(findings))))
    sys.exit(1)
print('SOURCE_DIFF_SECRET_SCAN_OK')
build=repo/'frontend/dist'
build_findings=[]
if build.exists():
    for path in build.rglob('*'):
        if path.is_file():
            text=path.read_text(errors='ignore')
            for name,pat in patterns:
                if pat.search(text):
                    build_findings.append((name,str(path.relative_to(repo))))
if build_findings:
    print('FRONTEND_BUILD_SECRET_SCAN_FAIL')
    for name,rel in build_findings[:20]: print(name, rel)
    sys.exit(1)
print('FRONTEND_BUILD_SECRET_SCAN_OK')
PY
python - <<'PY'
import subprocess, sys
status=subprocess.check_output(['git','status','--porcelain'], text=True).splitlines()
for line in status:
    rel=line[3:]
    low=rel.lower()
    if low.endswith(('.sqlite','.sqlite3','.db','.xls','.xlsx','.xlsm')) or 'jarvis_runtime' in low:
        print('GIT_SAFETY_FAIL', rel)
        sys.exit(1)
print('GIT_SAFETY_OK')
PY


Output:
SOURCE_DIFF_SECRET_SCAN_OK
FRONTEND_BUILD_SECRET_SCAN_OK
GIT_SAFETY_OK


Gates sind grün; Build-Artefakt wurde vor Cleanup gescannt. Ich entferne nun generierte Caches/Build-Artefakte gemäß Git-Safety, prüfe den Diff und committe/pushe anschließend.

Explanation:
**Cleaning up node_modules**

I need to figure out if I should clean up dist and node_modules. The skill suggests removing them, but I wonder if removing node_modules will prevent rerunning the process. Should I delete them after the build before committing to Git?

It might be fine to leave processes running, but I think it’s better to stop them first. If user wants to keep the dashboard running, I need to clarify that. Deleting node_modules during development might affect the hot module reload, though the existing page should be fine.
**Stopping processes and cleanup**

I think it's best to stop the processes before finalizing anything to prevent a stale server. But the user asked for a sprint implementation and not to keep the dashboard running, so I need to clarify that. I’ll run cleanup commands like .pytest_cache, .ruff_cache, dist, and node_modules using Python, then check the git status. Removing node_modules won't affect tracking, but I'd need to run npm install later.

I'll also check the git diff to ensure everything is in order and make sure to commit changes when ready.

set -euo pipefail
python - <<'PY'
from pathlib import Path
import shutil
for rel in ['frontend/dist','frontend/node_modules','.pytest_cache','.ruff_cache','frontend/.vite','frontend/.vitest']:
    p=Path(rel)
    if p.exists():
        shutil.rmtree(p, ignore_errors=True)
        print('removed', rel)
PY
git status --short
git diff --stat
git diff --check
python - <<'PY'
import subprocess, sys
status=subprocess.check_output(['git','status','--porcelain'], text=True).splitlines()
for line in status:
    rel=line[3:]
    low=rel.lower()
    if low.endswith(('.sqlite','.sqlite3','.db','.xls','.xlsx','.xlsm')) or 'jarvis_runtime' in low:
        print('GIT_SAFETY_FAIL', rel)
        sys.exit(1)
print('GIT_SAFETY_OK')
PY


Output:
removed frontend/dist
removed frontend/node_modules
removed .pytest_cache
removed .ruff_cache
 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
 frontend/src/api/budget.ts                        |   9 +-
 frontend/src/components/SidebarNav.vue            |  24 ++-
 frontend/src/pages/BudgetOverviewPage.vue         |  48 +++---
 frontend/src/pages/BudgetSetupPage.vue            | 173 +++++++++----------
 frontend/src/router/index.ts                      |  20 ++-
 src/jarvis_finance/api/routers/budget.py          |  42 +++++
 src/jarvis_finance/services/budget_categories.py  |  20 +++
 src/jarvis_finance/services/budget_overview.py    |  82 +++++----
 src/jarvis_finance/services/budget_plans.py       |  31 ++++
 src/jarvis_finance/services/budget_seed_review.py | 192 +++++++++++++++++++++-
 tests/unit/test_budget_phase12_seed_review.py     | 102 ++++++++++++
 11 files changed, 581 insertions(+), 162 deletions(-)
GIT_SAFETY_OK


Explanation:
**Preparing for the commit**

I need to make a commit, but first, I should check the differences with a `git diff` to ensure there are no unexpected changes. Then, I should run `git status` to confirm there are no untracked files. Once I have a clear picture, I can prepare my commit message. After that, I’ll push the changes. I might need to clean up by stopping any running frontend processes and possibly deleting the `node_modules`, but I’ll figure that out as I go.

set -euo pipefail
git add frontend/src/api/budget.ts frontend/src/components/SidebarNav.vue frontend/src/pages/BudgetOverviewPage.vue frontend/src/pages/BudgetSetupPage.vue frontend/src/router/index.ts src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_categories.py src/jarvis_finance/services/budget_overview.py src/jarvis_finance/services/budget_plans.py src/jarvis_finance/services/budget_seed_review.py tests/unit/test_budget_phase12_seed_review.py
git commit -m "Implement budget seed review phase 1.3"


Output:
[fix/manual-entry-uat-flows 7b2dd30] Implement budget seed review phase 1.3
 11 files changed, 581 insertions(+), 162 deletions(-)


Commit ist erstellt. Ich pushe non-interactive mit Runtime-Secret über `GIT_ASKPASS`, ohne Token oder Remote-URL zu persistieren.

Explanation:
**Figuring out GIT_ASKPASS**

I need to push with GIT_ASKPASS, and it looks like I'm going to use a token path for this. I’m thinking through how to configure this correctly to avoid any hiccups. It can get a little tricky, especially with authentication, but it seems like a straightforward process if I follow the right steps. I just need to ensure everything is set up properly before making that push. Let's see how that goes!

set -euo pipefail
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
ASKPASS=$(mktemp)
trap 'rm -f "$ASKPASS"' EXIT
cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' 'x-access-token' ;;
  *Password*) python - <<'PY'
from pathlib import Path
import csv, os
p=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'
text=p.read_text().strip()
# Supports either raw token or CSV containing token-like field; never prints anything except token to git.
if ',' in text or '\n' in text:
    rows=list(csv.reader(text.splitlines()))
    token=''
    for row in rows:
        for cell in row:
            c=cell.strip()
            if c.startswith(('ghp_','github_pat_','gho_','ghu_','ghs_','ghr_')):
                token=c
                break
        if token:
            break
    if not token:
        token=rows[-1][-1].strip()
else:
    token=text
print(token)
PY
    ;;
  *) printf '\n' ;;
esac
SH
chmod 700 "$ASKPASS"
BRANCH=$(git branch --show-current)
GIT_TERMINAL_PROMPT=0 GIT_ASKPASS="$ASKPASS" git push -u origin HEAD
LOCAL=$(git rev-parse HEAD)
REMOTE=$(GIT_TERMINAL_PROMPT=0 GIT_ASKPASS="$ASKPASS" git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
printf 'BRANCH=%s\nLOCAL=%s\nREMOTE=%s\n' "$BRANCH" "$LOCAL" "$REMOTE"
test "$LOCAL" = "$REMOTE"


Output:
To https://github.com/Gamexgit/FinanceManager.git
   1e61329..7b2dd30  HEAD -> fix/manual-entry-uat-flows
Branch 'fix/manual-entry-uat-flows' folgt nun 'origin/fix/manual-entry-uat-flows'.
BRANCH=fix/manual-entry-uat-flows
LOCAL=7b2dd303e665aa1e57014b3782a662f2c2b0965c
REMOTE=7b2dd303e665aa1e57014b3782a662f2c2b0965c


Push ist verifiziert. Ich prüfe abschließend Working Tree und Prozesszustand.

Explanation:
**Checking final status**

I need to do some final checks on everything. Should I stop any background processes? Since I removed node_modules, the frontend development process might still be running, but maybe that's alright. I think I need to check the process list. Also, I should make sure that the git status is clean—just to confirm everything is in order before proceeding. It’s crucial to have these details sorted out!

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"


Output:
BRANCH=fix/manual-entry-uat-flows
LOCAL=7b2dd303e665aa1e57014b3782a662f2c2b0965c
REMOTE=7b2dd303e665aa1e57014b3782a662f2c2b0965c


Explanation:
**Evaluating server processes**

I'm thinking about whether interesting processes aren't being tracked. Maybe the server running is also not being monitored? I should check the terminal background to see if it lists anything, or if processes have ended because something like node_modules was removed. I also need to check the port. There are a few things to investigate here, and it seems like a bit of troubleshooting might be necessary to get a clearer picture!

set -euo pipefail
ss -ltnp '( sport = :8000 or sport = :5173 )' || true


Output:
State  Recv-Q Send-Q Local Address:Port Peer Address:PortProcess
LISTEN 0      2048       127.0.0.1:8000      0.0.0.0:*    users:(("uvicorn",pid=471968,fd=6))
LISTEN 0      511          0.0.0.0:5173      0.0.0.0:*    users:(("node",pid=472005,fd=21))


Ich ergänze noch die wiederverwendbaren Phase‑1.3‑Lehren in der bestehenden Finance-Skill-Referenz, damit wir diesen Review-/Übernahme-Pfad künftig nicht neu erfinden müssen — Fortschritt durch weniger Wiederholung, sehr zivilisiert.

finance-system-architecture

## Verification gate

Run and record, in this order:

1. Backend focused tests for seed candidates, confirm/ignore, audit, and no productive mutation on seed.

## Phase 1.3 — Seed Review UAT / controlled takeover additions

When moving from review-only seed candidates into controlled productive takeover:

- Create a Runtime DB backup before any productive confirm/UAT with side effects.
- Keep report output aggregate-only; local dashboard may show values for review, chat must not echo real amounts.
- Add explicit status recovery actions for all candidate types: reopen, set pending, set needs_review/later, ignore; every status change writes audit.
- Treat `unclean_range` as a first-class review object: detail view with sheet/range/reason/proposal and conversion actions to category or budget-plan candidate.
- Income candidates from the 2026 sheet should be extracted from the user-specified income area (roughly rows 37-45, B-E) as review candidates only; categorize as `income` under Einnahmen buckets (Lohn Marcel, Lohn Melanie, Gratifikation, Sonstige Einnahmen). No productive write without confirm.
- Bulk takeover actions must be preview -> confirm -> audit and idempotent. Existing categories/budget plans must be linked/skipped, never duplicated.
- Use a temporary Runtime DB copy for manual UAT test bookings where possible, so income/expense/transfer/audit behavior is verified without polluting the real Runtime DB.
- If the original budget workbook is absent and only already-persisted candidates exist, report that income extraction cannot be regenerated from the real workbook until the workbook path/input is supplied.

## Verification gate

Run and record, in this order:

1. Backend focused tests for seed candidates, confirm/ignore/reopen/status, unclean conversion, income extraction, idempotent bulk takeover, audit, and no productive mutation on seed.


Patched references/budget-phase12-excel-seed-review.md in skill 'finance-system-architecture' (1 replacement).


Explanation:
**Confirming skill updates**

I noticed I might have modified a skill outside the repository. I need to finalize that. But wait, do I actually need to commit the skill? The skill_manage function already manages it separately. So, should I update the to-do list to verify and commit the completed tasks? It feels a bit tangled up! I'll just clarify the steps to ensure everything’s in order.


Erledigt, Sir.

## Budget Phase 1.3 — Abschlussbericht

Branch: `fix/manual-entry-uat-flows`
Commit: `7b2dd303e665aa1e57014b3782a662f2c2b0965c`
Push: erfolgreich
Remote-Verifikation: `LOCAL == REMOTE`

Dashboard läuft aktuell weiter unter:

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

## Runtime UAT

- Runtime UAT durchgeführt: ja
- Backend läuft: ja
- Frontend läuft: ja
- Migration 019 auf Runtime-DB: ja
- Budget Overview lädt: ja
- Budget Transactions lädt: ja
- Budget-Konten lädt: ja
- Budget-Kategorien lädt: ja
- Budget Setup / Excel übernehmen lädt: ja
- Seed Candidates sichtbar: ja
- Runtime-DB Backup vor UAT erstellt: ja
- Keine echten Beträge im Bericht: eingehalten

Runtime Seed aktuell:

- Seed Candidates gesamt: `45`
- Budgetplan-Kandidaten: `33`
- Kategorie-Kandidaten: `6`
- Unclean Ranges: `6`
- Income-Kandidaten in bestehender Runtime-Seed-Tabelle: `0`

## Implementiert

### ignored → reopen

- Funktioniert: ja
- Neue Aktionen:
  - Wieder öffnen
  - zurück auf pending
  - Status ändern / später prüfen
- Audit-Log: ja

Gilt backendseitig für alle Seed Candidate Types.

### Unclean Ranges prüfbar

- Funktioniert: ja
- UI zeigt:
  - Quelle / Sheet
  - Zeile / Bereich
  - erkannter Grund
  - Vorschlag, warum nicht automatisch übernommen
- Aktionen:
  - ignorieren
  - als Kategorie-Kandidat anlegen
  - als Budgetplan-Kandidat anlegen
  - später prüfen
  - wieder öffnen, falls ignoriert
- Audit-Log: ja

### Einkommen aus Excel

- Erkennung implementiert: ja
- Bereich: Sheet `2026`, grob Zeilen 37–45, Spalten B–E
- Kandidaten-Typ: Budgetplan-Kandidat
- Kategorie-Typ: `income`
- Buckets:
  - Einnahmen > Lohn Marcel
  - Einnahmen > Lohn Melanie
  - Einnahmen > Gratifikation
  - Einnahmen > Sonstige Einnahmen
- Monats-/Jahreslogik: implementiert
- Produktive Übernahme ohne Confirm: nein

Runtime-Hinweis:

- Im bestehenden persistierten Runtime-Seed sind aktuell `0` Income-Kandidaten vorhanden.
- Lokal ist keine echte Budget-Workbook-Datei verfügbar, aus der ich den Runtime-Seed neu generieren könnte.
- Die Income-Erkennung ist per Test mit 2026-Sheet-Struktur abgesichert.

### Eindeutige Kategorien übernehmen

- Aktion vorhanden: ja
- Ablauf:
  - Preview
  - Confirm
  - Kategorie anlegen/verknüpfen
  - Audit-Log
  - Seed Candidate auf confirmed
- Duplikate vermeiden: ja, bestehende Kategorien werden idempotent wiederverwendet

Produktiv in Runtime neu ausgeführt: nein — keine stille Übernahme ohne expliziten UI-Confirm. Sehr unromantisch, aber korrekt.

### Bestätigte Budgetpläne übernehmen

- Aktion vorhanden: ja
- Ablauf:
  - Preview
  - Anzahl Budgetpläne
  - Kategorie-Zuordnung
  - Monats-/Jahreslogik
  - Confirm
  - Budget Plan Items erzeugen
  - Audit-Log
  - Budget Overview aktualisiert
- Decimal-Text-Speicherung: ja
- Idempotenz: ja
- Keine Duplikate bei erneutem Confirm: ja

Produktiv in Runtime neu ausgeführt: nein — ebenfalls bewusst nicht still ausgeführt.

## Budget Overview

- Planwerte anzeigen: ja
- Geplante Einnahmen aktueller Monat: ja
- Geplante Ausgaben aktueller Monat: ja
- Geplantes Netto: ja
- Tatsächliche Einnahmen: ja
- Tatsächliche Ausgaben: ja
- Tatsächliches Netto: ja
- Budgetverbrauch: ja
- offene Kategorien ohne Ist-Werte: ja
- unbestätigte Review-Kandidaten: ja
- Ohne echte Transaktionen wird „noch keine Buchungen“ statt Fehler angezeigt: ja

## Seitenstruktur Budget

Umgebaut:

- 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 zeigen Coming-soon-Cards, keine leeren Fake-Tabellen.

## Manuelle Testbuchungen

Getestet auf temporärer Runtime-DB-Kopie, danach entfernt — echte Runtime wurde nicht mit UAT-Testbuchungen verschmutzt.

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

## Nicht implementiert, wie gewünscht

Bestätigt nicht gebaut:

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

## Tests / Gates

Erfolgreich:

- Python compile: ja
- `pytest`: `361 passed`
- `npm test`: `24 passed`
- `npm run build`: erfolgreich
- `ruff check`: erfolgreich
- `git diff --check`: erfolgreich
- Source diff secret scan: OK
- Frontend build secret scan: OK
- Git-Safety: OK
- Keine Budgetdateien im Git: bestätigt
- Keine Runtime-DB im Git: bestätigt

## Git

- Commit: `7b2dd303e665aa1e57014b3782a662f2c2b0965c`
- Push-Status: erfolgreich
- Branch: `fix/manual-entry-uat-flows`
- Remote-Verifikation: erfolgreich, lokaler HEAD entspricht Remote-Branch

## Offene Entscheidungen

1. **Echte Income-Kandidaten in Runtime**
   - Die Logik ist implementiert und getestet.
   - In der bestehenden Runtime-Seed-Tabelle sind aber aktuell keine Income-Kandidaten enthalten.
   - Für echte Runtime-Income-Kandidaten brauche ich die originale Budget-Workbook-Datei erneut als Input oder einen expliziten erneuten Seed-Lauf mit Workbook-Daten.

2. **Produktive Bulk-Übernahme**
   - UI/API-Aktionen sind vorhanden.
   - Ich habe sie nicht still produktiv ausgeführt.
   - Nächster kontrollierter Schritt wäre: im Dashboard Preview prüfen und dann bewusst „Eindeutige Kategorien übernehmen“ bzw. „Bestätigte Budgetpläne übernehmen“ klicken.