     1|from __future__ import annotations
     2|
     3|from fastapi.testclient import TestClient
     4|
     5|from jarvis_finance.api.dependencies import get_db
     6|from jarvis_finance.api.main import create_app
     7|from jarvis_finance.services.budget_accounts import confirm_create_budget_account, create_budget_account_preview, list_budget_accounts
     8|from jarvis_finance.services.budget_categories import confirm_create_category, create_category_preview, list_categories
     9|from jarvis_finance.services.budget_overview import get_budget_overview, get_category_summary, get_monthly_summary
    10|from jarvis_finance.services.budget_transactions import (
    11|    confirm_budget_transaction,
    12|    confirm_reverse_budget_transaction,
    13|    confirm_transfer,
    14|    create_budget_transaction_preview,
    15|    create_transfer_preview,
    16|    list_budget_transactions,
    17|    reverse_budget_transaction_preview,
    18|)
    19|from jarvis_finance.storage.database import connect_memory
    20|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
    21|
    22|
    23|def db():
    24|    conn = connect_memory()
    25|    apply_migrations(conn)
    26|    return conn
    27|
    28|
    29|def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
    30|    conn = db()
    31|    apply_migrations(conn)
    32|    assert get_schema_version(conn) == 19
    33|    tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
    34|    assert {
    35|        "budget_accounts",
    36|        "budget_categories",
    37|        "budget_tags",
    38|        "budget_transactions",
    39|        "budget_transaction_tags",
    40|        "budget_transfers",
    41|    }.issubset(tables)
    42|    tx_cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_transactions)")}
    43|    assert tx_cols["amount_original"].upper() == "TEXT"
    44|    assert tx_cols["fx_rate_to_chf"].upper() == "TEXT"
    45|    assert tx_cols["amount_chf"].upper() == "TEXT"
    46|    assert conn.execute("SELECT COUNT(*) FROM budget_categories").fetchone()[0] == 13
    47|    assert conn.execute("SELECT COUNT(*) FROM budget_tags").fetchone()[0] == 10
    48|
    49|
    50|def test_budget_accounts_preview_confirm_archive_and_list() -> None:
    51|

Use offset=51 to continue reading (showing 1-50 of 145 lines)


     1|from __future__ import annotations
     2|
     3|from fastapi.testclient import TestClient
     4|
     5|from jarvis_finance.api.dependencies import get_db
     6|from jarvis_finance.api.main import create_app
     7|from jarvis_finance.budget.excel_seed import analyze_budget_workbook_rows
     8|from jarvis_finance.services.budget_categories import confirm_create_tag, create_tag_preview, archive_tag, list_tags
     9|from jarvis_finance.services.budget_plans import confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items
    10|from jarvis_finance.storage.database import connect_memory
    11|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
    12|
    13|
    14|def db():
    15|    conn = connect_memory()
    16|    apply_migrations(conn)
    17|    return conn
    18|
    19|
    20|def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
    21|    conn = db()
    22|    assert get_schema_version(conn) == 19
    23|    tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
    24|    assert {"budget_plan_items", "budget_excel_seed_dry_runs", "budget_excel_seed_candidates"}.issubset(tables)
    25|    cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_plan_items)")}
    26|    assert cols["monthly_amount_chf"].upper() == "TEXT"
    27|    assert cols["annual_amount_chf"].upper() == "TEXT"
    28|
    29|
    30|def test_tags_preview_confirm_archive_and_audit() -> None:
    31|    conn = db()
    32|    preview = create_tag_preview(conn, {"name": "Synthetischer Tag", "color": "#00ffee"})
    33|    assert preview["summary"] == "Synthetischer Tag"
    34|    confirmed = confirm_create_tag(conn, preview["payload"])
    35|    tag_id = confirmed["entity_id"]
    36|    assert any(t["name"] == "Synthetischer Tag" and t["is_active"] for t in list_tags(conn))
    37|    archived = archive_tag(conn, tag_id)
    38|    assert archived["status"] == "archived"
    39|    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type='budget_tag'").fetchone()[0] == 2
    40|
    41|

Use offset=41 to continue reading (showing 1-40 of 101 lines)


patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
@@
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
@@
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py
@@
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_overview_plans.py
@@
-    assert overview["budget_categories"][0]["planned_chf"] == "100.00"
-    assert overview["budget_categories"][0]["actual_chf"] == "0"
+    assert overview["budget_categories"][0]["budget_month"] == "100.00"
+    assert overview["budget_categories"][0]["actual_year_to_date"] == "0"
*** End Patch


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
@@ -15,7 +15,7 @@
 def test_schema_version_recorded() -> None:
     conn = connect_memory()
     apply_migrations(conn)
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20

 def test_decimal_sensitive_columns_use_text_affinity() -> None:

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
@@ -29,7 +29,7 @@
 def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
     conn = db()
     apply_migrations(conn)
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20
     tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
     assert {
         "budget_accounts",

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py
@@ -19,7 +19,7 @@

 def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
     conn = db()
-    assert get_schema_version(conn) == 19
+    assert get_schema_version(conn) == 20
     tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
     assert {"budget_plan_items", "budget_excel_seed_dry_runs", "budget_excel_seed_candidates"}.issubset(tables)
     cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_plan_items)")}

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_overview_plans.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_overview_plans.py
@@ -23,6 +23,6 @@
     assert overview["actual_expense_chf"] == "0"
     assert overview["remaining_budget_chf"] == "100.00"
     assert overview["budget_status"] == "no_actuals"
-    assert overview["budget_categories"][0]["planned_chf"] == "100.00"
-    assert overview["budget_categories"][0]["actual_chf"] == "0"
+    assert overview["budget_categories"][0]["budget_month"] == "100.00"
+    assert overview["budget_categories"][0]["actual_year_to_date"] == "0"
     assert overview["uncategorized_transactions"] == []

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


terminal

set -euo pipefail
unset JARVIS_FINANCE_DB_PATH || true
PYTHONPATH=src python -m compileall -q src tests
PYTHONPATH=src pytest -q


Output:
........................................................................ [ 19%]
........................................................................ [ 39%]
........................................................................ [ 59%]
........................................................................ [ 78%]
........................................................................ [ 98%]
......                                                                   [100%]
366 passed in 25.81s


Backend ist komplett grün: 366 Tests. Jetzt Frontend Tests/Build aus `frontend/`, danach räume ich Build-/Cache-Artefakte vor Git-Safety weg.

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


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

sh: 1: vitest: not found


Frontend-Abbruch ist kein Codefehler: `vitest` fehlt lokal, also vermutlich keine `node_modules`. Ich prüfe Lockfile und installiere deterministisch mit `npm ci`, falls vorhanden.

Explanation:
**Checking installation needs**

I need to see if I should install something or if there are missing package files. Maybe there are no `node_modules` present. I’m wondering if I need to run `npm ci` in the terminal to get everything set up correctly. I’ll take a moment to ensure that I’m following the right steps to avoid any issues with the installation. This is crucial for having everything ready to go!


     1|{
     2|  "name": "jarvis-finance-dashboard-vue",
     3|  "version": "0.0.0",
     4|  "private": true,
     5|  "type": "module",
     6|  "scripts": {
     7|    "dev": "vite",
     8|    "build": "vue-tsc -b && vite build",
     9|    "test": "vitest run --environment jsdom"
    10|  },
    11|  "dependencies": {
    12|    "@vitejs/plugin-vue": "latest",
    13|    "vite": "latest",
    14|    "vue": "latest",
    15|    "vue-router": "latest"
    16|  },
    17|  "devDependencies": {
    18|    "@vue/test-utils": "latest",
    19|    "autoprefixer": "latest",
    20|    "jsdom": "latest",
    21|    "postcss": "latest",
    22|    "tailwindcss": "^3.4.17",
    23|    "typescript": "latest",
    24|    "vitest": "latest",
    25|    "vue-tsc": "latest"
    26|  }
    27|}
    28|


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


Output:
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 283 packages, and audited 284 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities

> 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/BudgetSetupPage.test.ts (1 test) 32ms
 ✓ src/pages/PositionAddPage.test.ts (2 tests) 82ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 126ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 198ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 222ms
 ❯ src/pages/BudgetPhase1.test.ts (4 tests | 1 failed) 242ms
     ✓ shows Budget navigation instead of later placeholder 71ms
     × renders Budget Overview with current month KPIs and latest transactions 36ms
     ✓ renders transactions workflow and confirms via API after preview summary 80ms
     ✓ supports category and tag preview confirm archive workflows without exposing raw IDs 52ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 207ms
 ✓ src/api/client.test.ts (2 tests) 5ms
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/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/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[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/plans"
[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/income/forecast"
[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/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/import-review"
[Vue Router warn]: No match found for location with path "/planning/budget/category-assignment"
[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/analysis/forecast"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/traffic-lights"
[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"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 52ms

⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯

 FAIL  src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions
AssertionError: expected 'Budget Modul Phase 1.4Budgetstatus na…' to contain 'Budget Overview'

Expected: "Budget Overview"
Received: "Budget Modul Phase 1.4Budgetstatus nach KategoriePlan, Ist, Prognose und Ampel je JARVIS-Kategorie. Zeile anklicken öffnet Buchungsdetails.Geplante EinnahmenCHF 02026-05Geplante AusgabenCHF 0Geplantes NettoCHF 0Tatsächliche EinnahmenCHF 100.00Tatsächliche AusgabenCHF 0Tatsächliches NettoCHF 60.00BudgetverbrauchCHF 0 RestReview offen0Budgetstatus nach KategorieMonats- und Jahresbudget stehen in einer Zeile. Keine Scheingenauigkeit: ohne Ist-Daten bleibt der Status leer/neutral.2026-05KategorieBudget MonatBudget JahrIst Jahr bisherIst Ø MonatPrognose JahrPrognose Ø MonatAbweichungStatusNoch keine bestätigten Budgetpläne.Review-HinweiseOffene Kategorien ohne Ist-Werte0Seed Review offen0Import Review offen0Letzte Transaktionen2026-05-16 · DemoCHF 40.00"

 ❯ src/pages/BudgetPhase1.test.ts:58:28
     56|     const wrapper = mount(BudgetOverviewPage)
     57|     await flushPromises()
     58|     expect(wrapper.text()).toContain('Budget Overview')
       |                            ^
     59|     expect(wrapper.text()).toContain('Netto-Cashflow')
     60|     expect(wrapper.text()).toContain('Top Kategorien')

⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯

 Test Files  1 failed | 8 passed (9)
      Tests  1 failed | 23 passed (24)
   Start at  11:58:22
   Duration  3.13s (transform 3.31s, setup 0ms, import 6.48s, tests 1.17s, environment 8.67s)


Frontend-Abhängigkeiten sind sauber installiert; ein alter UI-Test erwartet noch Phase‑1-Texte. Ich aktualisiere ihn auf die neue Phase‑1.4 Budgetstatus-Ansicht.

Explanation:
**Updating test strings**

I need to update the expected strings for the frontend test, which means I should take a closer look at the file. It’s probably not that complicated, but I want to make sure I get all the updates right. I might need to compare the current strings with what’s expected to ensure they match. Let’s check the file now to see what needs to change so everything runs smoothly!


     1|import { mount, flushPromises, RouterLinkStub } from '@vue/test-utils'
     2|import { beforeEach, describe, expect, it, vi } from 'vitest'
     3|import SidebarNav from '@/components/SidebarNav.vue'
     4|import BudgetOverviewPage from './BudgetOverviewPage.vue'
     5|import BudgetTransactionsPage from './BudgetTransactionsPage.vue'
     6|import BudgetCategoriesPage from './BudgetCategoriesPage.vue'
     7|import { getBudgetAccounts, getBudgetCategories, getBudgetOverview, getBudgetTransactions, previewBudgetTransaction, confirmBudgetTransaction, previewBudgetCategory, confirmBudgetCategory, archiveBudgetCategory, getBudgetTags, previewBudgetTag, confirmBudgetTag, archiveBudgetTag } from '@/api/budget'
     8|
     9|vi.mock('@/api/budget', () => ({
    10|  getBudgetOverview: vi.fn(),
    11|  getBudgetTransactions: vi.fn(),
    12|  getBudgetAccounts: vi.fn(),
    13|  getBudgetCategories: vi.fn(),
    14|  previewBudgetTransaction: vi.fn(),
    15|  confirmBudgetTransaction: vi.fn(),
    16|  previewBudgetTransfer: vi.fn(),
    17|  confirmBudgetTransfer: vi.fn(),
    18|  previewBudgetAccount: vi.fn(),
    19|  confirmBudgetAccount: vi.fn(),
    20|  archiveBudgetAccount: vi.fn(),
    21|  previewBudgetCategory: vi.fn(),
    22|  confirmBudgetCategory: vi.fn(),
    23|  archiveBudgetCategory: vi.fn(),
    24|  getBudgetTags: vi.fn(),
    25|  previewBudgetTag: vi.fn(),
    26|  confirmBudgetTag: vi.fn(),
    27|  archiveBudgetTag: vi.fn()
    28|}))
    29|
    30|beforeEach(() => {
    31|  vi.clearAllMocks()
    32|  vi.mocked(getBudgetOverview).mockResolvedValue({
    33|    current_month: '2026-05',
    34|    income_chf: '100.00',
    35|    expense_chf: '40.00',
    36|    net_cashflow_chf: '60.00',
    37|    review_count: 1,
    38|    uncategorized_count: 1,
    39|    top_categories: [{ category_name: 'Essen & Haushalt', amount_chf: '40.00' }],
    40|    recent_transactions: [{ budget_transaction_id: 'tx1', transaction_date: '2026-05-16', transaction_type: 'expense', description: 'Demo', amount_original: '40.00', currency_original: 'CHF', amount_chf: '40.00', status: 'confirmed' }]
    41|  } as any)
    42|  vi.mocked(getBudgetTransactions).mockResolvedValue([{ budget_transaction_id: 'tx1', transaction_date: '2026-05-16', transaction_type: 'expense', description: 'Demo', amount_original: '40.00', currency_original: 'CHF', amount_chf: '40.00', status: 'confirmed' }] as any)
    43|  vi.mocked(getBudgetAccounts).mockResolvedValue([{ budget_account_id: 'acc1', name: 'Haushalt', account_type: 'checking', currency: 'CHF', is_active: true }] as any)
    44|  vi.mocked(getBudgetCategories).mockResolvedValue([{ category_id: 'cat1', name: 'Essen & Haushalt', category_type: 'expense', is_active: true, children: [{ category_id: 'cat2', parent_category_id: 'cat1', name: 'Supermarkt', category_type: 'expense', is_active: false, children: [] }] }] as any)
    45|  vi.mocked(getBudgetTags).mockResolvedValue([{ tag_id: 'tag1', name: 'Fixkosten', is_active: true }, { tag_id: 'tag2', name: 'Alt', is_active: false }] as any)
    46|})
    47|
    48|describe('Budget Phase 1 Vue UI', () => {
    49|  it('shows Budget navigation instead of later placeholder', () => {
    50|    const wrapper = mount(SidebarNav, { global: { stubs: { RouterLink: RouterLinkStub } } })
    51|    expect(wrapper.text()).toContain('Budget')
    52|    expect(wrapper.text()).not.toContain('Budget, später')
    53|  })
    54|
    55|  it('renders Budget Overview with current month KPIs and latest transactions', async () => {
    56|    const wrapper = mount(BudgetOverviewPage)
    57|    await flushPromises()
    58|    expect(wrapper.text()).toContain('Budget Overview')
    59|    expect(wrapper.text()).toContain('Netto-Cashflow')
    60|    expect(wrapper.text()).toContain('Top Kategorien')
    61|    expect(wrapper.text()).toContain('Letzte Transaktionen')
    62|  })
    63|
    64|  it('renders transactions workflow and confirms via API after preview summary', async () => {
    65|    vi.mocked(previewBudgetTransaction).mockResolvedValue({ preview_id: 'p1', summary: 'Ausgabe · CHF 12.00', fx_status: 'not_needed', warnings: [], payload: {} } as any)
    66|    vi.mocked(confirmBudgetTransaction).mockResolvedValue({ status: 'confirmed', entity_id: 'tx2', audit_id: 'audit1', message: 'Budgetbuchung gespeichert' } as any)
    67|    const wrapper = mount(BudgetTransactionsPage)
    68|    await flushPromises()
    69|    expect(wrapper.text()).toContain('Einnahme erfassen')
    70|    expect(wrapper.text()).toContain('Ausgabe erfassen')
    71|    expect(wrapper.text()).toContain('Transfer erfassen')
    72|    await wrapper.get('[data-test="new-expense"]').trigger('click')
    73|    await wrapper.get('[data-test="transaction-account"]').setValue('acc1')
    74|    await wrapper.get('[data-test="transaction-amount"]').setValue('12.00')
    75|    await wrapper.get('[data-test="transaction-description"]').setValue('Demo Ausgabe')
    76|    await wrapper.get('[data-test="transaction-category"]').setValue('cat1')
    77|    await wrapper.get('[data-test="preview-transaction"]').trigger('click')
    78|    await flushPromises()
    79|    expect(wrapper.text()).toContain('Zusammenfassung prüfen')
    80|    await wrapper.get('[data-test="confirm-transaction"]').trigger('click')
    81|    await flushPromises()
    82|    expect(confirmBudgetTransaction).toHaveBeenCalled()
    83|    expect(wrapper.text()).toContain('Budgetbuchung gespeichert')
    84|  })
    85|
    86|  it('supports category and tag preview confirm archive workflows without exposing raw IDs', async () => {
    87|    vi.mocked(previewBudgetCategory).mockResolvedValue({ preview_id: 'p-cat', summary: 'Drogerie · expense', warnings: [], payload: { name: 'Drogerie', category_type: 'expense', parent_category_id: 'cat1' } } as any)
    88|    vi.mocked(confirmBudgetCategory).mockResolvedValue({ status: 'confirmed', entity_id: 'cat3', audit_id: 'audit-cat', message: 'Kategorie gespeichert' } as any)
    89|    vi.mocked(archiveBudgetCategory).mockResolvedValue({ status: 'archived', entity_id: 'cat2', audit_id: 'audit-archive', message: 'Kategorie archiviert' } as any)
    90|    vi.mocked(previewBudgetTag).mockResolvedValue({ preview_id: 'p-tag', summary: 'Ferien', warnings: [], payload: { name: 'Ferien' } } as any)
    91|    vi.mocked(confirmBudgetTag).mockResolvedValue({ status: 'confirmed', entity_id: 'tag3', audit_id: 'audit-tag', message: 'Tag gespeichert' } as any)
    92|    vi.mocked(archiveBudgetTag).mockResolvedValue({ status: 'archived', entity_id: 'tag2', audit_id: 'audit-tag-archive', message: 'Tag archiviert' } as any)
    93|
    94|    const wrapper = mount(BudgetCategoriesPage)
    95|    await flushPromises()
    96|
    97|    expect(wrapper.text()).toContain('Essen & Haushalt')
    98|    expect(wrapper.text()).toContain('Supermarkt')
    99|    expect(wrapper.text()).toContain('inaktiv')
   100|    expect(wrapper.text()).toContain('Tags')
   101|    expect(wrapper.text()).toContain('Fixkosten')
   102|    expect(wrapper.text()).not.toContain('cat1')
   103|    expect(wrapper.text()).not.toContain('tag1')
   104|
   105|    await wrapper.get('[data-test="category-name"]').setValue('Drogerie')
   106|    await wrapper.get('[data-test="category-parent"]').setValue('cat1')
   107|    await wrapper.get('[data-test="preview-category"]').trigger('click')
   108|    await flushPromises()
   109|    expect(wrapper.text()).toContain('Zusammenfassung prüfen')
   110|    await wrapper.get('[data-test="confirm-category"]').trigger('click')
   111|    await flushPromises()
   112|    expect(confirmBudgetCategory).toHaveBeenCalled()
   113|    expect(wrapper.text()).toContain('Kategorie gespeichert')
   114|
   115|    await wrapper.get('[data-test="archive-category-cat1"]').trigger('click')
   116|    await flushPromises()
   117|    expect(archiveBudgetCategory).toHaveBeenCalledWith('cat1')
   118|
   119|    await wrapper.get('[data-test="tag-name"]').setValue('Ferien')
   120|    await wrapper.get('[data-test="preview-tag"]').trigger('click')
   121|    await flushPromises()
   122|    await wrapper.get('[data-test="confirm-tag"]').trigger('click')
   123|    await flushPromises()
   124|    expect(confirmBudgetTag).toHaveBeenCalled()
   125|    await wrapper.get('[data-test="archive-tag-tag1"]').trigger('click')
   126|    await flushPromises()
   127|    expect(archiveBudgetTag).toHaveBeenCalledWith('tag1')
   128|  })
   129|})
   130|


patch

    expect(wrapper.text()).toContain('Budget Overview')
    expect(wrapper.text()).toContain('Netto-Cashflow')
    expect(wrapper.text()).toContain('Top Kategorien')

    expect(wrapper.text()).toContain('Budgetstatus nach Kategorie')
    expect(wrapper.text()).toContain('Tatsächliches Netto')
    expect(wrapper.text()).toContain('Review-Hinweise')


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPhase1.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPhase1.test.ts
@@ -55,9 +55,9 @@
   it('renders Budget Overview with current month KPIs and latest transactions', async () => {
     const wrapper = mount(BudgetOverviewPage)
     await flushPromises()
-    expect(wrapper.text()).toContain('Budget Overview')
-    expect(wrapper.text()).toContain('Netto-Cashflow')
-    expect(wrapper.text()).toContain('Top Kategorien')
+    expect(wrapper.text()).toContain('Budgetstatus nach Kategorie')
+    expect(wrapper.text()).toContain('Tatsächliches Netto')
+    expect(wrapper.text()).toContain('Review-Hinweise')
     expect(wrapper.text()).toContain('Letzte Transaktionen')
   })

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


terminal

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

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

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/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/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[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/plans"
[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/income/forecast"
[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/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/import-review"
[Vue Router warn]: No match found for location with path "/planning/budget/category-assignment"
[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/analysis/forecast"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/traffic-lights"
[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"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 70ms
 ✓ src/pages/PositionAddPage.test.ts (2 tests) 89ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 121ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 170ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 188ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 231ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 139ms
 ✓ src/api/client.test.ts (2 tests) 6ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 35ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  11:58:55
   Duration  3.05s (transform 3.46s, setup 0ms, import 5.94s, tests 1.05s, environment 8.90s)

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

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

transforming...✓ 91 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-B4RlYnhN.css   19.59 kB │ gzip:  4.62 kB
dist/assets/index-BMIU9NXS.js   200.05 kB │ gzip: 61.02 kB

✓ built in 1.04s


Frontend ist grün: 24 Tests, Build erfolgreich. Ich entferne jetzt generierte Artefakte (`dist`, Caches, `node_modules` falls nur lokal benötigt) und fahre Secret-/Git-Safety.

Explanation:
**Evaluating project cleanup**

I’m considering whether I need to clean up caches and the `dist` folder, which I should remove based on my skills. The `node_modules` might be gitignored, but that folder is pretty large. Should I clean it up too? It seems I could leave `node_modules` untracked since it was installed. I’ll need to run `rm` on caches and then check the git status to ensure everything is safe. I might need to look up the appropriate safety command.

set -euo pipefail
rm -rf .pytest_cache
find . -type d -name __pycache__ -prune -exec rm -rf {} +
rm -rf frontend/dist frontend/.vite frontend/node_modules
find frontend -type d -name __pycache__ -prune -exec rm -rf {} +
git status --short
python - <<'PY'
from pathlib import Path
for name in ['scripts/git_safety_scan.py','scripts/git-safety-scan.py','tools/git_safety_scan.py']:
    p=Path(name)
    if p.exists(): print(name)
PY


This foreground command appears to start a long-lived server/watch process. Run it with background=true, verify readiness (health endpoint/log signal), then execute tests in a separate command.


Der Shell-Wächter hat das Cleanup-Kommando fälschlich als Langläufer interpretiert. Ich erledige dasselbe per Python-Dateioperation, sauber und ohne Drama.

Explanation:
**Considering cleanup options**

I’m thinking about a false positive issue due to a find command. I wonder if I need to use execute_code for cleanup, possibly through the terminal. Should I use the `rm` command? It might be that the "find" command is triggering something. Maybe I should explore using Python instead. It seems like I need to be cautious about how I approach this, as I don't want to remove the wrong things!

from pathlib import Path
import shutil, os
root=Path('/home/agent/.hermes/repos/FinanceManager')
for rel in ['.pytest_cache','frontend/dist','frontend/.vite','frontend/node_modules']:
    p=root/rel
    if p.exists():
        shutil.rmtree(p)
removed=0
for p in root.rglob('__pycache__'):
    if p.is_dir():
        shutil.rmtree(p); removed+=1
print({'removed_pycache_dirs': removed})


Output: {'removed_pycache_dirs': 29}


set -euo pipefail
git status --short
python - <<'PY'
from pathlib import Path
for name in ['scripts/git_safety_scan.py','scripts/git-safety-scan.py','tools/git_safety_scan.py','scripts/check_git_safety.py']:
    if Path(name).exists(): print(name)
PY


Output:
M frontend/src/api/budget.ts
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/BudgetOverviewPage.vue
 M frontend/src/pages/BudgetPhase1.test.ts
 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_seed_review.py
 M src/jarvis_finance/services/budget_transactions.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_overview_plans.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_schema.py
?? frontend/src/pages/BudgetImportReviewPage.vue
?? frontend/src/pages/BudgetIncomePage.vue
?? src/jarvis_finance/services/budget_imports.py
?? tests/unit/test_budget_phase14_workview.py


     1|from __future__ import annotations
     2|
     3|import re
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|FORBIDDEN_SUFFIXES = {".db", ".sqlite", ".sqlite3", ".dump", ".parquet", ".xlsx", ".xls", ".pdf", ".docx", ".key", ".pem", ".p12", ".pfx"}
     8|FORBIDDEN_NAMES = {".env", ".env.local", "credentials.json", "token.json"}
     9|FORBIDDEN_NAME_PATTERNS = [re.compile(r"github[_-]?token", re.I), re.compile(r".*secret.*", re.I), re.compile(r".*credential.*", re.I)]
    10|FORBIDDEN_TOP_LEVEL_DIRS = {"data", "imports", "exports", "reports", "backups", "secrets", "logs", "local_runtime", "runtime", "db", "databases"}
    11|FORBIDDEN_RUNTIME_PARTS = {".pytest_cache", ".mypy_cache", ".ruff_cache", "node_modules", ".vite", "dist"}
    12|SECRET_PATTERNS = [
    13|    ("github_pat", re.compile(r"github_pat_[A-Za-z0-9_]{20,}")),
    14|    ("github_ghp", re.compile(r"gh[pousr]_[A-Za-z0-9_]{20,}")),
    15|    ("private_key", re.compile(r"-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----")),
    16|    ("aws_access_key", re.compile(r"AKIA[0-9A-Z]{16}")),
    17|    ("api_key_assignment", re.compile(r"(?i)(api[_-]?key|token|secret)\s*=\s*['\"]?[A-Za-z0-9_\-]{20,}")),
    18|    ("gog_password", re.compile(r"GOG_KEYRING_PASSWORD\s*=")),
    19|]
    20|ALLOW_PREFIXES = ("examples/synthetic/", "tests/fixtures/", "config.example/")
    21|ALLOW_SECRET_MARKER_PATHS = {
    22|    "src/jarvis_finance/quality/git_safety.py",
    23|    "tests/unit/test_git_safety.py",
    24|    "tests/integration/test_dummy_data_load.py",
    25|}
    26|
    27|@dataclass(frozen=True)
    28|class SafetyFinding:
    29|    path: str
    30|    reason: str
    31|
    32|def _rel(path: Path, root: Path) -> str:
    33|    return path.relative_to(root).as_posix()
    34|
    35|def is_allowed_exception(rel: str) -> bool:
    36|    return rel.startswith(ALLOW_PREFIXES) or rel in {"frontend/package.json", "frontend/package-lock.json", "frontend/tsconfig.json"}
    37|
    38|def scan_path(root: str | Path) -> list[SafetyFinding]:
    39|    root = Path(root).resolve(); findings: list[SafetyFinding] = []
    40|    for path in root.rglob("*"):
    41|        if ".git" in path.parts or path.is_dir() or "__pycache__" in path.parts:
    42|            continue
    43|        rel = _rel(path, root); rel_parts = Path(rel).parts
    44|        if any(part in FORBIDDEN_RUNTIME_PARTS for part in rel_parts):
    45|            findings.append(SafetyFinding(rel, "runtime_cache_file_blocked")); continue
    46|        if rel_parts and rel_parts[0] in FORBIDDEN_TOP_LEVEL_DIRS and not is_allowed_exception(rel):
    47|            findings.append(SafetyFinding(rel, "runtime_or_real_data_directory_blocked"))
    48|        lower_name = path.name.lower()
    49|        if lower_name in FORBIDDEN_NAMES or (lower_name.startswith(".env.") and lower_name != ".env.example"):
    50|            findings.append(SafetyFinding(rel, "forbidden_secret_filename"))
    51|        if any(p.search(path.name) for p in FORBIDDEN_NAME_PATTERNS):
    52|            findings.append(SafetyFinding(rel, "forbidden_secret_like_filename"))
    53|        if path.suffix.lower() in {".csv", ".json"} and not is_allowed_exception(rel):
    54|            findings.append(SafetyFinding(rel, "csv_json_only_allowed_in_examples_synthetic_or_tests_fixtures"))
    55|        if path.suffix.lower() in FORBIDDEN_SUFFIXES and not is_allowed_exception(rel):
    56|            findings.append(SafetyFinding(rel, f"forbidden_file_type:{path.suffix.lower()}"))
    57|        if rel in ALLOW_SECRET_MARKER_PATHS:
    58|            continue
    59|        try:
    60|            text = path.read_text(encoding="utf-8", errors="ignore")
    61|        except OSError:
    62|            continue
    63|        for label, pattern in SECRET_PATTERNS:
    64|            if pattern.search(text):
    65|                findings.append(SafetyFinding(rel, f"secret_pattern:{label}"))
    66|    return findings
    67|
    68|def assert_safe(root: str | Path) -> None:
    69|    findings = scan_path(root)
    70|    if findings:
    71|        details = "\n".join(f"{f.path}: {f.reason}" for f in findings)
    72|        raise ValueError(f"Git safety scan failed:\n{details}")
    73|


Explanation:
**Running scans and scripts**

I need to execute a scan module, maybe including a secret scan for changed files. I’m noticing that git_safety has a password pattern, but luckily, our terminal doesn’t contain this in the files. That’s a relief! I think I might have to use mpy as well. So, the next step is to go ahead and run the Python script. It’s all coming together! Let's keep an eye on those details.

set -euo pipefail
PYTHONPATH=src python - <<'PY'
from jarvis_finance.quality.git_safety import assert_safe, scan_path
findings = scan_path('.')
print('git_safety_findings', len(findings))
if findings:
    for f in findings[:50]: print(f.path, f.reason)
    raise SystemExit(1)
PY
git diff --check
python - <<'PY'
import subprocess, re, pathlib, sys
files = subprocess.check_output(['git','diff','--name-only','--diff-filter=ACMRT']).decode().splitlines()
patterns = {
 'github_token': re.compile(r'github_pat_[A-Za-z0-9_]{20,}|gh[pousr]_[A-Za-z0-9_]{20,}'),
 'private_key': re.compile(r'-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----'),
 'gog_password_assignment': re.compile(r'GOG_KEYRING_PASSWORD\s*='),
 'generic_secret_assignment': re.compile(r'(?i)(api[_-]?key|token|secret)\s*=\s*["\']?[A-Za-z0-9_\-]{24,}'),
}
hits=[]
for f in files:
    p=pathlib.Path(f)
    if not p.exists() or p.is_dir(): continue
    text=p.read_text(errors='ignore')
    for name,pat in patterns.items():
        if pat.search(text): hits.append((f,name))
print('changed_file_secret_hits', len(hits))
for h in hits: print(h[0], h[1])
if hits: sys.exit(1)
PY


Output:
git_safety_findings 0
changed_file_secret_hits 0


Safety-Scan ist sauber: keine Git-Safety Findings, keine Secret-Hits in geänderten Dateien, `git diff --check` ohne Beanstandung. Ich prüfe jetzt Diff/Status, committe dann gezielt und pushe mit Remote-Hash-Verifikation.

Explanation:
**Verifying node updates**

I need to consider whether a full verification is necessary after removing the node_modules folder. It might not be essential, but since tests won't run unless I execute `npm ci`, that's something to keep in mind. Before committing, I should inspect the diff stats. Is there a type issue to address? I also want to ensure that migrations are correct. I'll check the commit status and push after examining the git diff summary. Did it generate?

set -euo pipefail
git status --short
git diff --stat
git branch --show-current

set -euo pipefail
PYTHONPATH=src python - <<'PY'
import sqlite3, os, json
p=os.path.expanduser('~/jarvis_runtime/finance-system/data/finance.sqlite3')
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
summary={
 'schema_version': conn.execute('select version from schema_version').fetchone()[0],
 'budget_categories_active': conn.execute("select count(*) from budget_categories where is_active=1").fetchone()[0],
 'budget_plans_active': conn.execute("select count(*) from budget_plan_items where is_active=1").fetchone()[0],
 'seed_candidates_pending_review': conn.execute("select count(*) from budget_seed_candidates where status in ('pending','needs_review','edited','accepted')").fetchone()[0],
 'transaction_candidates_pending_review': conn.execute("select count(*) from budget_transaction_candidates where status in ('pending','needs_review','duplicate')").fetchone()[0],
 'transaction_candidates_confirmed': conn.execute("select count(*) from budget_transaction_candidates where status='confirmed'").fetchone()[0],
}
print(json.dumps(summary, indent=2))
PY


Output:
M frontend/src/api/budget.ts
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/BudgetOverviewPage.vue
 M frontend/src/pages/BudgetPhase1.test.ts
 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_seed_review.py
 M src/jarvis_finance/services/budget_transactions.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_overview_plans.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_schema.py
?? frontend/src/pages/BudgetImportReviewPage.vue
?? frontend/src/pages/BudgetIncomePage.vue
?? src/jarvis_finance/services/budget_imports.py
?? tests/unit/test_budget_phase14_workview.py
 frontend/src/api/budget.ts                         |  13 +-
 frontend/src/components/SidebarNav.vue             |  13 +-
 frontend/src/pages/BudgetOverviewPage.vue          | 159 +++++++++++++----
 frontend/src/pages/BudgetPhase1.test.ts            |   6 +-
 frontend/src/router/index.ts                       |  35 ++--
 src/jarvis_finance/api/routers/budget.py           |  69 +++++++-
 src/jarvis_finance/services/budget_categories.py   |  32 +++-
 src/jarvis_finance/services/budget_overview.py     | 192 +++++++++++++++------
 src/jarvis_finance/services/budget_seed_review.py  |  29 +++-
 src/jarvis_finance/services/budget_transactions.py |  47 ++++-
 src/jarvis_finance/storage/migrations.py           |  35 +++-
 tests/unit/test_budget_overview_plans.py           |   4 +-
 tests/unit/test_budget_phase1.py                   |   2 +-
 tests/unit/test_budget_phase11.py                  |   2 +-
 tests/unit/test_budget_phase12_seed_review.py      |   2 +-
 tests/unit/test_schema.py                          |   2 +-
 16 files changed, 515 insertions(+), 127 deletions(-)
feat/budget-phase-1-4


Output:
Traceback (most recent call last):
  File "<stdin>", line 5, in <module>
sqlite3.OperationalError: no such table: schema_version


Diff ist überschaubar und auf Code/Tests begrenzt. Der Runtime-Aggregatcheck hat nur den Versions-Tabellennamen falsch angenommen; ich lese ihn über die Projekt-Migrationsfunktion statt rohem Tabellenraten.

Explanation:
**Inspecting migration mechanisms**

I'm thinking about a runtime schema table and how to inspect the migrations version mechanism. It seems like I should read through some lines to get the necessary details. There might be some underlying complexities that I need to unravel to fully understand how it all fits together. Let's make sure I grasp the structure correctly and see if there are any issues that I need to address along the way!


{"content": "     1|from __future__ import annotations\n     2|\n     3|import hashlib\n     4|from datetime import datetime, timezone\n     5|from sqlite3 import Connection\n     6|\n     7|from .schema import INITIAL_SCHEMA_SQL\n     8|\n     9|MIGRATION_VERSION = 20\n    10|MIGRATION_NAME = \"020_budget_phase14_workview_import_candidates\"\n    11|\n    12|INSTRUMENT_OPTIONAL_COLUMNS = {\n    13|    \"position_category\": \"TEXT\",\n    14|    \"ter\": \"TEXT\",\n    15|    \"distribution_policy\": \"TEXT\",\n    16|    \"index_name\": \"TEXT\",\n    17|    \"fund_domicile\": \"TEXT\",\n    18|    \"benchmark\": \"TEXT\",\n    19|    \"is_currency_hedged\": \"INTEGER NOT NULL DEFAULT 0\",\n    20|    \"hedged_to_currency\": \"TEXT\",\n    21|    \"hedge_status\": \"TEXT NOT NULL DEFAULT 'unknown'\",\n    22|    \"base_exposure_currency\": \"TEXT\",\n    23|    \"trading_currency\": \"TEXT\",\n    24|    \"instrument_status\": \"TEXT NOT NULL DEFAULT 'unknown'\",\n    25|    \"valuation_policy\": \"TEXT NOT NULL DEFAULT 'live_price'\",\n    26|    \"corporate_action_status\": \"TEXT NOT NULL DEFAULT 'not_checked'\",\n    27|    \"split_or_corporate_action_review_required\": \"INTEGER NOT NULL DEFAULT 0\",\n    28|}\n    29|\n    30|CATALOG_OPTIONAL_COLUMNS = {\n    31|    \"last_price\": \"TEXT\",\n    32|    \"price_currency\": \"TEXT\",\n    33|    \"price_date\": \"TEXT\",\n    34|    \"price_source\": \"TEXT\",\n    35|    \"exchange_name\": \"TEXT\",\n    36|    \"mic\": \"TEXT\",\n    37|    \"security_type\": \"TEXT\",\n    38|}\n    39|\n    40|TEXT_AFFINITY_COLUMNS = {\n    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\"},\n    42|    \"crypto_holdings\": {\"quantity\", \"legacy_snapshot_value_original\", \"legacy_snapshot_value_chf\"},\n    43|    \"crypto_transactions\": {\"quantity\", \"price_original\", \"gross_amount_original\", \"fee_quantity\", \"fee_original\", \"fx_rate_to_chf\", \"amount_chf\"},\n    44|    \"crypto_prices\": {\"price\", \"market_cap\", \"volume_24h\", \"change_24h_pct\"},\n    45|    \"fx_rates\": {\"rate\"},\n    46|    \"market_prices\": {\"open\", \"high\", \"low\", \"close\", \"adjusted_close\"},\n    47|}\n    48|\n    49|\n    50|def utc_now() -> str:\n    51|    return datetime.now(timezone.utc).isoformat()\n    52|\n    53|\n    54|def checksum_sql(sql: str) -> str:\n    55|    return hashlib.sha256(sql.encode(\"utf-8\")).hexdigest()\n    56|\n    57|\n    58|def get_schema_version(conn: Connection) -> int:\n    59|    row = conn.execute(\"SELECT MAX(version) AS version FROM schema_migrations\").fetchone()\n    60|    return int(row[\"version\"] or 0) if row else 0\n    61|\n    62|\n    63|def _table_columns(conn: Connection, table: str) -> dict[str, str]:\n    64|    return {row[\"name\"]: (row[\"type\"] or \"\") for row in conn.execute(f\"PRAGMA table_info({table})\").fetchall()}\n    65|\n    66|\n    67|def _add_missing_instrument_columns(conn: Connection) -> None:\n    68|    existing = _table_columns(conn, \"instruments\")\n    69|    for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\n    70|        if name not in existing:\n    71|            conn.execute(f\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\")\n    72|\n    73|\n    74|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\n    75|    cols = conn.execute(f\"PRAGMA table_info({table})\").fetchall()\n    76|    if not cols:\n    77|        return\n    78|    needs_rebuild = any(row[\"name\"] in text_columns and (row[\"type\"] or \"\").upper() != \"TEXT\" for row in cols)\n    79|    if not needs_rebuild:\n    80|        return\n    81|    tmp = f\"{table}__text_migration\"\n    82|    col_defs: list[str] = []\n    83|    pk_cols = [row[\"name\"] for row in cols if row[\"pk\"]]\n    84|    for row in cols:\n    85|        name = row[\"name\"]\n    86|        col_type = \"TEXT\" if name in text_columns else (row[\"type\"] or \"TEXT\")\n    87|        parts = [name, col_type]\n    88|        if row[\"pk\"] and len(pk_cols) == 1:\n    89|            parts.append(\"PRIMARY KEY\")\n    90|        if row[\"notnull\"]:\n    91|            parts.append(\"NOT NULL\")\n    92|        if row[\"dflt_value\"] is not None:\n    93|            parts.append(f\"DEFAULT {row['dflt_value']}\")\n    94|        col_defs.append(\" \".join(parts))\n    95|    if len(pk_cols) > 1:\n    96|        col_defs.append(\"PRIMARY KEY (\" + \", \".join(pk_cols) + \")\")\n    97|    conn.execute(f\"DROP TABLE IF EXISTS {tmp}\")\n    98|    conn.execute(f\"CREATE TABLE {tmp} (\" + \", \".join(col_defs) + \")\")\n    99|    names = [row[\"name\"] for row in cols]\n   100|    select_exprs = [f\"CAST({name} AS TEXT)\" if name in text_columns else name for name in names]\n   101|    conn.execute(f\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\")\n   102|    conn.execute(f\"DROP TABLE {table}\")\n   103|    conn.execute(f\"ALTER TABLE {tmp} RENAME TO {table}\")\n   104|    if table == \"crypto_holdings\":\n   105|        conn.execute(\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\")\n   106|\n   107|\n   108|def _add_missing_columns(conn: Connection, table: str, columns: dict[str, str]) -> None:\n   109|    existing = _table_columns(conn, table)\n   110|    for name, col_type in columns.items():\n   111|        if name not in existing:\n   112|            conn.execute(f\"ALTER TABLE {table} ADD COLUMN {name} {col_type}\")\n   113|\n   114|\n   115|def _create_broker_bank_mapping_tables(conn: Connection) -> None:\n   116|    conn.executescript(\n   117|        \"\"\"\n   118|        CREATE TABLE IF NOT EXISTS instrument_mappings (\n   119|            mapping_id TEXT PRIMARY KEY,\n   120|            source_name TEXT,\n   121|", "total_lines": 770, "file_size": 35187, "truncated": true, "hint": "Use offset=121 to continue reading (showing 1-120 of 770 lines)", "is_binary": false, "is_image": false}

[Tool loop warning: idempotent_no_progress_warning; count=2; read_file returned the same result 2 times. Use the result already provided or change the query instead of repeating it unchanged.]


set -euo pipefail
PYTHONPATH=src python - <<'PY'
import sqlite3, os, json
from jarvis_finance.storage.migrations import get_schema_version
p=os.path.expanduser('~/jarvis_runtime/finance-system/data/finance.sqlite3')
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
summary={
 'schema_version': get_schema_version(conn),
 'budget_categories_active': conn.execute("select count(*) from budget_categories where is_active=1").fetchone()[0],
 'budget_plans_active': conn.execute("select count(*) from budget_plan_items where is_active=1").fetchone()[0],
 'seed_candidates_pending_review': conn.execute("select count(*) from budget_seed_candidates where status in ('pending','needs_review','edited','accepted')").fetchone()[0],
 'transaction_candidates_pending_review': conn.execute("select count(*) from budget_transaction_candidates where status in ('pending','needs_review','duplicate')").fetchone()[0],
 'transaction_candidates_confirmed': conn.execute("select count(*) from budget_transaction_candidates where status='confirmed'").fetchone()[0],
}
print(json.dumps(summary, indent=2))
PY


Output:
{
  "schema_version": 20,
  "budget_categories_active": 14,
  "budget_plans_active": 22,
  "seed_candidates_pending_review": 58,
  "transaction_candidates_pending_review": 9813,
  "transaction_candidates_confirmed": 0
}


Runtime-Aggregatcheck ist sauber: Schema v20, Review-Kandidaten vorhanden, keine bestätigten Import-Buchungskandidaten. Ich committe jetzt die Codeänderungen.

Explanation:
**Planning git commit process**

I need to make a commit, but I should check the actual differences first to ensure there are no secrets. After running scans, I'll stage changes. Before committing, I want to run `git status` to avoid including node modules. It seems I need to push using a token and know if the remote is private. The branch is feat/budget, and it looks like the user simply wants a push, not a PR. I’ll start with `git add` before committing.

set -euo pipefail
git add frontend/src/api/budget.ts frontend/src/components/SidebarNav.vue frontend/src/pages/BudgetOverviewPage.vue frontend/src/pages/BudgetPhase1.test.ts frontend/src/pages/BudgetImportReviewPage.vue frontend/src/pages/BudgetIncomePage.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_seed_review.py src/jarvis_finance/services/budget_transactions.py src/jarvis_finance/services/budget_imports.py src/jarvis_finance/storage/migrations.py tests/unit/test_budget_overview_plans.py tests/unit/test_budget_phase1.py tests/unit/test_budget_phase11.py tests/unit/test_budget_phase12_seed_review.py tests/unit/test_budget_phase14_workview.py tests/unit/test_schema.py
git commit -m "feat(budget): add phase 1.4 workviews and import review"


Output:
[feat/budget-phase-1-4 d86663b] feat(budget): add phase 1.4 workviews and import review
 20 files changed, 949 insertions(+), 127 deletions(-)
 create mode 100644 frontend/src/pages/BudgetImportReviewPage.vue
 create mode 100644 frontend/src/pages/BudgetIncomePage.vue
 create mode 100644 src/jarvis_finance/services/budget_imports.py
 create mode 100644 tests/unit/test_budget_phase14_workview.py


Commit erstellt. Ich pushe nun den Branch und verifiziere den Remote-Hash; Token wird nur als Environment/AskPass genutzt, nicht ausgegeben oder im Remote gespeichert.

Explanation:
**Considering a push process**

I need to initiate a push, but I'm wondering if that's normal? I should start by checking the git status and the remote URL. There's a chance the push might fail; if so, I could use a token with askpass if the token file is there. I don't want to print the token, maybe just keep it in CSV format. I'll check the file without printing it and think about how to parse it using Python.

set -euo pipefail
git status --short
git remote -v | sed -E 's#https://[^@]+@#https://***@#'


Output:
origin	https://github.com/Gamexgit/FinanceManager.git (fetch)
origin	https://github.com/Gamexgit/FinanceManager.git (push)


set -euo pipefail
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
export GITHUB_TOKEN=$(python - <<'PY'
import csv, os, sys
p=os.path.expanduser('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')
with open(p, newline='') as f:
    rows=list(csv.reader(f))
for row in rows:
    for cell in row:
        cell=cell.strip()
        if cell.startswith(('ghp_','github_pat_')):
            print(cell)
            raise SystemExit
raise SystemExit('token not found')
PY
)
ASKPASS=$(mktemp)
cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' x-access-token ;;
  *Password*) printf '%s\n' "$GITHUB_TOKEN" ;;
  *) printf '\n' ;;
esac
SH
chmod 700 "$ASKPASS"
trap 'rm -f "$ASKPASS"' EXIT
BRANCH=$(git branch --show-current)
GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git push -u origin HEAD
LOCAL=$(git rev-parse HEAD)
REMOTE=$(GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
test "$LOCAL" = "$REMOTE"
printf 'branch=%s\nlocal=%s\nremote=%s\nverified=%s\n' "$BRANCH" "$LOCAL" "$REMOTE" "true"


Output:
remote:
remote: Create a pull request for 'feat/budget-phase-1-4' on GitHub by visiting:
remote:      https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-phase-1-4
remote:
To https://github.com/Gamexgit/FinanceManager.git
 * [new branch]      HEAD -> feat/budget-phase-1-4
Branch 'feat/budget-phase-1-4' folgt nun 'origin/feat/budget-phase-1-4'.
branch=feat/budget-phase-1-4
local=d86663b2ec184b17795101a31562dfc4be64964f
remote=d86663b2ec184b17795101a31562dfc4be64964f
verified=true


Push + Remote-Hash sind verifiziert. Ich prüfe abschließend den lokalen Git-Status und markiere die Kette als abgeschlossen.

Explanation:
**Considering pull request creation**

I think I need to create a pull request since the task mentions committing and pushing to a remote hash. It could be useful to include a PR link as an option. First, I should check the status to ensure everything is clean. I might also want to update my to-do list to verify that I've completed the commit. But, I should note that I won’t create the PR unless it's specifically requested. I'll need to run a final status check too.

set -euo pipefail
git status --short
git rev-parse --abbrev-ref HEAD
git rev-parse HEAD


Output:
feat/budget-phase-1-4
d86663b2ec184b17795101a31562dfc4be64964f


todo

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

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


Phase 1.4 Scope/Code/Runtime-Stand inspizieren und sicheren Branch herstellen

Runtime-Backup, UAT-Kategorien bereinigen, versehentlich ignorierten Kandidaten reopen mit Audit

Backend Phase 1.4: Budgetstatus, Kategorie-Edit/Audit, Row-Detail, Import-Kandidaten, Unclean-Aktionen, Income-Seed erweitern

Frontend Phase 1.4: Budget-Arbeitsansichten, Menüstruktur, Row-Click/Drawer, Import Review/Einkommen

Produktive Kategorie-/Budgetplan-/Income-/Buchungskandidaten-Preview/Confirm kontrolliert ausführen, aggregiert prüfen

Backend/Frontend/Safety-Tests für Phase 1.4 ergänzen und ausführen


Ich sichere die wiederverwendbare Phase‑1.4-Vorgehensweise noch in der Finance-Skill-Dokumentation, damit wir beim nächsten Budget-Sprint nicht denselben Pfad aus Brotkrumen rekonstruieren müssen.

Explanation:
**Considering skill updates**

I think we can patch the skill without needing user confirmation since we're simply updating the loaded skill with missing steps. I'll consider using the skill_manage patch to add the necessary section referencing, but there's a note that no linked reference file could be written. I should aim to keep everything compact and straightforward in this process. Let's see how it'll all come together!

finance-system-architecture

When moving workbook-derived budget seeds from dry-run into persistent review candidates and a Vue/FastAPI review workflow, follow `references/budget-phase12-excel-seed-review.md`: persist only `budget_seed_candidates` during seed, keep Confirm as the productive write boundary, expose unclean ranges for review, align persistent parser counts with the validated dry-run analyzer, verify `productive_budget_plan_mutation=false`, scan build artifacts before cleanup, then remove generated frontend/caches before Git-safety.

For Budget/Cashflow Phase 1.4 workviews, extend the same safety pattern: create a verified runtime DB backup before migration/seed, use schema migrations for review-only transaction candidates, never confirm CSV/Migros/VISA rows as productive transactions during seed, expose Import Review and Income Forecast as review/work views, keep row-click drawers backed by filtered API endpoints, allow category/transaction edits only through audited update endpoints, convert/reopen unclean candidates with audit, report aggregate counts only, run full backend pytest plus frontend vitest/build, remove `frontend/dist`, `.vite`, `node_modules`, `.pytest_cache`, and `__pycache__` before Git-safety, then push and verify remote hash.


Patched SKILL.md in skill 'finance-system-architecture' (1 replacement).


Erledigt, Sir.

## Abschluss Phase 1.4

- Branch: `feat/budget-phase-1-4`
- Commit: `d86663b2ec184b17795101a31562dfc4be64964f`
- Remote-Hash: identisch verifiziert
- PR-Link: https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-phase-1-4

## Implementiert

- Backend Phase 1.4:
  - Budgetstatus nach Kategorie mit Monats-/Jahresbudget, Ist, Forecast, Ampelstatus
  - Kategorie-Update mit Audit
  - Buchungs-Row-Detail/Filter-API
  - Import-Kandidaten-Tabelle + Review-only CSV/Migros/VISA Seed
  - Transaction-Candidate Preview/Confirm, aber Seed bleibt ohne Produktivbuchungen
  - Unclean Candidate reopen/convert mit Audit
  - Income Seed/Forecast-Erweiterung

- Frontend Phase 1.4:
  - Budgetstatus-Arbeitsansicht
  - Row-Click/Drawer für Buchungsdetails
  - Import Review Seite
  - Einkommen-Prognose Seite
  - Budget-Menüstruktur erweitert

- Runtime:
  - Backup vor Runtime-Migration erstellt
  - Runtime-DB auf Schema v20 migriert
  - Workbook/CSV nur temporär in Runtime importiert
  - Review-Kandidaten erzeugt, keine CSV/VISA/Migros-Kandidaten produktiv bestätigt

## Aggregierte Runtime-Kontrolle

- Schema-Version: `20`
- Aktive Budget-Kategorien: `14`
- Aktive Budgetpläne: `22`
- Offene Seed-/Review-Kandidaten: `58`
- Offene Buchungs-Import-Kandidaten: `9813`
- Bestätigte Buchungs-Import-Kandidaten: `0`

Keine realen Beträge oder Rohdaten im Chat — wie es sich gehört.

## Verification

- Backend compile: OK
- Full pytest: `366 passed`
- Frontend vitest: `24 passed`
- Frontend build: OK
- `git diff --check`: OK
- Git-Safety Scan: `0 findings`
- Secret Scan geänderte Dateien: `0 hits`
- Lokaler Git-Status nach Commit: clean

Zusätzlich habe ich die Finance-System-Skill-Dokumentation um die Phase‑1.4-Vorgehensweise ergänzt, damit dieser Workflow wiederverwendbar bleibt.