--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -336,15 +336,15 @@
         is_migros = _matches_any(desc, MIGROS_PATTERNS)
         dup = _duplicate_of(conn, tx_date, amount, desc)
         status = "pending"; needs_review = False; category_id = None; category_name = None; classification = "card_uncategorized"; reason = "card_review"; conf = "0.40"; covered_by = None
+        if is_sub:
+            category_id = subscription_category_id; category_name = sub_name; classification = "subscription_auto"; reason = "subscription_merchant_rule"; conf = "0.90"; subs += 1
         if is_migros and migros_covered:
             status = "covered_by_migros"; needs_review = False; classification = "covered_by_migros"; reason = "credit_card_migros_covered_by_migros"; conf = "0.95"; covered_by = "migros_csv"
             covered += 1
         elif dup:
-            status = "duplicate"; needs_review = True; classification = "possible_duplicate"; reason = "matched_existing_transaction"; dup_count += 1
+            status = "duplicate"; needs_review = True; reason = "matched_existing_transaction"; dup_count += 1
         elif is_galaxus:
             status = "needs_review"; needs_review = True; classification = "galaxus_review"; reason = "galaxus_requires_user_category_or_split"; conf = "0.70"; galaxus += 1; review += 1
-        elif is_sub:
-            category_id = subscription_category_id; category_name = sub_name; classification = "subscription_auto"; reason = "subscription_merchant_rule"; conf = "0.90"; subs += 1
         else:
             status = "needs_review"; needs_review = True; review += 1
         ts = now(); row_ref = f"R{idx}"


[Your active task list was preserved across context compression]
- [>] tests-red. Phase-1.5 Backend-/Frontend-Tests für source-aware Import Rules schreiben und RED verifizieren (in_progress)
- [ ] implement. Importlogik, Rule MVP-light, Cleanup/Seed, API und Review-UI implementieren (pending)
- [ ] runtime. Runtime Cleanup Migros-Artikelkandidaten + Neuimport auf Bon-Ebene dry-run/review durchführen (pending)
- [ ] verify. Compile, pytest, npm test/build, secret scans, Git-Safety, diff-check ausführen (pending)
- [ ] commit. Commit, Push, Remote-Hash verifizieren, Abschlussbericht mit Counts ohne Beträge liefern (pending)


Ich fahre fort, Sir: zuerst die beiden Phase‑1.5 Testlücken schließen, dann API/Review‑UI und Runtime‑Cleanup/Verifikation.

Explanation:
**Continuing tool setup**

I need to continue from the current tool state and check if relevant skills need loading. TDD is already loaded, which is good. Maybe I'll look into the GitHub workflow for commits later. Next, I should fix the source_type and use a patch for that. Afterward, I’ll need to inspect the API and frontend, as I may need to implement router endpoints. I have to be careful, though, because existing import functions could be overwritten, which might break tests.

patch

"source_type": row["source_type"] or "import_candidate_later",


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -481,7 +481,7 @@
             "amount_original": row["amount_original"],
             "currency_original": row["currency_original"],
             "category_id": cat_id,
-            "source_type": row["source_type"] or "import_candidate_later",
+            "source_type": "import_candidate_later",
             "notes": f"Confirmed from transaction candidate {candidate_id}",
         },
     }


terminal

set -euo pipefail
pytest -q tests/unit/test_budget_phase15_source_aware_imports.py


Output:
.....                                                                    [100%]
5 passed in 0.33s


Backend Phase‑1.5 Unit-Tests sind grün. Ich verdrahte nun API/Review‑Filter und prüfe Frontend-Struktur.

todo

Phase-1.5 Backend-/Frontend-Tests für source-aware Import Rules schreiben und RED verifizieren

Importlogik, Rule MVP-light, Cleanup/Seed, API und Review-UI implementieren


Ist-Zustand Schema/Importcode/Runtime-Kandidaten prüfen, ohne Rohbeträge auszugeben

Runtime-DB Backup erstellen und verifizieren

Runtime Cleanup Migros-Artikelkandidaten + Neuimport auf Bon-Ebene dry-run/review durchführen

Compile, pytest, npm test/build, secret scans, Git-Safety, diff-check ausführen

Commit, Push, Remote-Hash verifizieren, Abschlussbericht mit Counts ohne Beträge liefern


1|<template>
     2|

     3|
     4|
Ausgaben · Import Review

     5|
Buchungskandidaten prüfen

     6|
Dry Run / Review-Liste für kontrollierte Erstimporte. Produktive Buchung erst nach Confirm.

     7|
     8|
{{ message }}

     9|
{{ error }}

    10|

    11|

    12|        <select v-model="status" class="rounded-lg border border-slate-700 bg-slate-950 px-3 py-2 text-sm text-white"><option value="">alle</option><option>pending</option><option>needs_review</option><option>duplicate</option><option>confirmed</option><option>ignored</option></select>
    13|        <button class="rounded-lg bg-cyan-500 px-4 py-2 text-sm font-semibold text-slate-950" @click="load">Aktualisieren</button>
    14|

    15|

    16|

    17|

Quelle	Beschreibung	Vorschlag	Status	Aktion

    18|

    19|

    20|              {{ item.source_file_label }}{{ item.source_row_or_range }}
    21|              {{ item.transaction_date || '—' }} · {{ item.description }}Betrag im UI sichtbar; im Chat nicht berichten.
    22|              {{ item.proposed_category_name || 'Review nötig' }}mögliches Duplikat
    23|              {{ item.status }}
    24|              <button class="rounded border border-emerald-500/60 px-2 py-1 text-xs text-emerald-200" @click="confirmItem(item)">Confirm</button><button class="rounded border border-slate-700 px-2 py-1 text-xs text-slate-300" @click="ignoreItem(item.transaction_candidate_id)">Ignorieren</button>
    25|

    26|
Keine Kandidaten.

    27|

    28|

    29|

    30|

    31|

    32|</template>
    33|
    49|


{"content": "     1|from __future__ import annotations\n     2|\n     3|from fastapi import APIRouter, Depends\n     4|from sqlite3 import Connection\n     5|\n     6|from jarvis_finance.api.dependencies import get_db\n     7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\n     8|from jarvis_finance.services.budget_categories import (\n     9|    archive_category,\n    10|    archive_tag,\n    11|    confirm_create_category,\n    12|    confirm_create_tag,\n    13|    create_category_preview,\n    14|    create_tag_preview,\n    15|    list_categories,\n    16|    list_tags,\n    17|    update_category,\n    18|)\n    19|from jarvis_finance.services.budget_imports import (\n    20|    confirm_transaction_candidate,\n    21|    ignore_transaction_candidate,\n    22|    list_transaction_candidates,\n    23|    preview_transaction_candidate,\n    24|    seed_transaction_candidates_from_csv_text,\n    25|    seed_transaction_candidates_from_rows,\n    26|)\n    27|from jarvis_finance.services.budget_overview import get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary\n    28|from jarvis_finance.services.budget_plans import confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items\n    29|from jarvis_finance.services.budget_seed_review import (\n    30|    confirm_budget_plan_takeover,\n    31|    confirm_clear_category_takeover,\n    32|    confirm_seed_candidate,\n    33|    convert_unclean_range,\n    34|    ignore_seed_candidate,\n    35|    list_seed_candidates,\n    36|    preview_budget_plan_takeover,\n    37|    preview_clear_category_takeover,\n    38|    preview_seed_candidate,\n    39|    reopen_seed_candidate,\n    40|    seed_budget_candidates_from_rows,\n    41|    set_seed_candidate_status,\n    42|)\n    43|from jarvis_finance.services.budget_transactions import (\n    44|    confirm_budget_transaction,\n    45|    confirm_reverse_budget_transaction,\n    46|    confirm_transfer,\n    47|    create_budget_transaction_preview,\n    48|    create_transfer_preview,\n    49|    list_budget_transactions,\n    50|    reverse_budget_transaction_preview,\n    51|    update_budget_transaction,\n    52|)\n    53|\n    54|router = APIRouter(prefix=\"/budget\", tags=[\"budget\"])\n    55|\n    56|\n    57|@router.get(\"/overview\")\n    58|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\n    59|    return get_budget_overview(conn, month)\n    60|\n    61|\n    62|@router.get(\"/status/categories\")\n    63|def category_budget_status(year: str = \"2026\", conn: Connection = Depends(get_db)):\n    64|    return get_budget_status_by_category(conn, year=year)\n    65|\n    66|\n    67|@router.get(\"/income/status\")\n    68|def income_budget_status(year: str = \"2026\", conn: Connection = Depends(get_db)):\n    69|    return get_income_status(conn, year=year)\n    70|\n    71|\n    72|@router.get(\"/monthly-summary\")\n    73|def monthly_summary(month: str | None = None, conn: Connection = Depends(get_db)):\n    74|    return get_monthly_summary(conn, month)\n    75|\n    76|\n    77|@router.get(\"/categories/summary\")\n    78|def categories_summary(month: str | None = None, conn: Connection = Depends(get_db)):\n    79|    return get_category_summary(conn, month)\n    80|\n    81|\n    82|@router.get(\"/accounts\")\n    83|def accounts(include_archived: bool = True, conn: Connection = Depends(get_db)):\n    84|    return list_budget_accounts(conn, include_archived=include_archived)\n    85|\n    86|\n    87|@router.post(\"/accounts/preview\")\n    88|def accounts_preview(payload: dict, conn: Connection = Depends(get_db)):\n    89|    return create_budget_account_preview(conn, payload)\n    90|\n    91|\n    92|@router.post(\"/accounts/confirm\")\n    93|def accounts_confirm(payload: dict, conn: Connection = Depends(get_db)):\n    94|    return confirm_create_budget_account(conn, payload)\n    95|\n    96|\n    97|@router.post(\"/accounts/{account_id}/archive\")\n    98|def accounts_archive(account_id: str, conn: Connection = Depends(get_db)):\n    99|    return archive_budget_account(conn, account_id)\n   100|\n   101|\n   102|@router.get(\"/categories\")\n   103|def categories(include_archived: bool = False, conn: Connection = Depends(get_db)):\n   104|    return list_categories(conn, include_archived=include_archived)\n   105|\n   106|\n   107|@router.get(\"/tags\")\n   108|def tags(include_archived: bool = True, conn: Connection = Depends(get_db)):\n   109|    return list_tags(conn, include_archived=include_archived)\n   110|\n   111|\n   112|@router.post(\"/tags/preview\")\n   113|def tags_preview(payload: dict, conn: Connection = Depends(get_db)):\n   114|    return create_tag_preview(conn, payload)\n   115|\n   116|\n   117|@router.post(\"/tags/confirm\")\n   118|def tags_confirm(payload: dict, conn: Connection = Depends(get_db)):\n   119|    return confirm_create_tag(conn, payload)\n   120|\n   121|\n   122|@router.post(\"/tags/{tag_id}/archive\")\n   123|def tags_archive(tag_id: str, conn: Connection = Depends(get_db)):\n   124|    return archive_tag(conn, tag_id)\n   125|\n   126|\n   127|@router.get(\"/plans\")\n   128|def plans(month: str | None = None, include_archived: bool = True, conn: Connection = Depends(get_db)):\n   129|    return list_budget_plan_items(conn, month=month, include_archived=include_archived)\n   130|\n   131|\n   132|@router.post(\"/plans/preview\")\n   133|def plans_preview(payload: dict, conn: Connection = Depends(get_db)):\n   134|    return create_budget_plan_item_preview(conn, payload)\n   135|\n   136|\n   137|@router.post(\"/plans/confirm\")\n   138|def plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\n   139|    return confirm_budget_plan_item(conn, payload)\n   140|\n   141|\n   142|@router.get(\"/seed-candidates\")\n   143|def seed_candidates(status: str | None = None, candidate_type: str | None = None, conn: Connection = Depends(get_db)):\n   144|    return list_seed_candidates(conn, status=status, candidate_type=candidate_type)\n   145|\n   146|\n   147|@router.get(\"/transaction-candidates\")\n   148|def transaction_candidates(status: str | None = None, conn: Connection = Depends(get_db)):\n   149|    return list_transaction_candidates(conn, status=status)\n   150|\n   151|\n   152|@router.post(\"/transaction-candidates/generate\")\n   153|def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\n   154|    if payload.get(\"csv_text\"):\n   155|        return seed_transaction_candidates_from_csv_text(conn, payload[\"csv_text\"], source_file_label=payload.get(\"source_file_label\") or \"CSV Import\", source_type=payload.get(\"source_type\") or \"csv_seed\")\n   156|    return seed_transaction_candidates_from_rows(conn, payload.get(\"rows\") or [], source_file_label=payload.get(\"source_file_label\") or \"Budget Import\", source_type=payload.get(\"source_type\") or \"manual_seed\")\n   157|\n   158|\n   159|@router.post(\"/transaction-candidates/{candidate_id}/preview\")\n   160|def transaction_candidates_preview(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\n   161|    return preview_transaction_candidate(conn, candidate_id, payload or {})\n   162|\n   163|\n   164|@router.post(\"/transaction-candidates/{candidate_id}/confirm\")\n   165|def transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\n   166|    return confirm_transaction_candidate(conn, candidate_id, payload)\n   167|\n   168|\n   169|@router.post(\"/transaction-candidates/{candidate_id}/ignore\")\n   170|def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\n   171|    return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\"note\"))\n   172|\n   173|\n   174|@router.post(\"/seed-candidates/generate\")\n   175|def seed_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\n   176|    return seed_budget_candidates_from_rows(conn, payload.get(\"workbook_rows\") or {}, source_file_label=payload.get(\"source_file_label\") or \"Budget workbook\")\n   177|\n   178|\n   179|@router.post(\"/seed-candidates/{seed_candidate_id}/preview\")\n   180|def seed_candidates_preview(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\n   181|    return preview_seed_candidate(conn, seed_candidate_id, payload or {})\n   182|\n   183|\n   184|@router.post(\"/seed-candidates/{seed_candidate_id}/confirm\")\n   185|def seed_candidates_confirm(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\n   186|    return confirm_seed_candidate(conn, seed_candidate_id, payload)\n   187|\n   188|\n   189|@router.post(\"/seed-candidates/{seed_candidate_id}/ignore\")\n   190|def seed_candidates_ignore(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\n   191|    return ignore_seed_candidate(conn, seed_candidate_id, (payload or {}).get(\"note\"))\n   192|\n   193|\n   194|@router.post(\"/seed-candidates/{seed_candidate_id}/reopen\")\n   195|def seed_candidates_reopen(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\n   196|    return reopen_seed_candidate(conn, seed_candidate_id, (payload or {}).get(\"note\"))\n   197|\n   198|\n   199|@router.post(\"/seed-candidates/{seed_candidate_id}/status\")\n   200|def seed_candidates_status(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\n   201|    return set_seed_candidate_status(conn, seed_candidate_id, payload.get(\"status\"), payload.get(\"note\"))\n   202|\n   203|\n   204|@router.post(\"/seed-candidates/{seed_candidate_id}/convert-unclean\")\n   205|def seed_candidates_convert_unclean(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\n   206|    return convert_unclean_range(conn, seed_candidate_id, payload.get(\"target_type\"), payload)\n   207|\n   208|\n   209|@router.post(\"/seed-candidates/categories/preview-clear-takeover\")\n   210|def seed_candidates_categories_preview_clear_takeover(conn: Connection = Depends(get_db)):\n   211|    return preview_clear_category_takeover(conn)\n   212|\n   213|\n   214|@router.post(\"/seed-candidates/categories/confirm-clear-takeover\")\n   215|def seed_candidates_categories_confirm_clear_takeover(conn: Connection = Depends(get_db)):\n   216|    return confirm_clear_category_takeover(conn)\n   217|\n   218|\n   219|@router.post(\"/seed-candidates/budget-plans/preview-takeover\")\n   220|def seed_candidates_budget_plans_preview_takeover(conn: Connection = Depends(get_db)):\n   221|    return preview_budget_plan_takeover(conn)\n   222|\n   223|\n   224|@router.post(\"/seed-candidates/budget-plans/confirm-takeover\")\n   225|def seed_candidates_budget_plans_confirm_takeover(conn: Connection = Depends(get_db)):\n   226|    return confirm_budget_plan_takeover(conn)\n   227|\n   228|\n   229|@router.post(\"/categories/preview\")\n   230|def categories_preview(payload: dict, conn: Connection = Depends(get_db)):\n   231|    return create_category_preview(conn, payload)\n   232|\n   233|\n   234|@router.post(\"/categories/confirm\")\n   235|def categories_confirm(payload: dict, conn: Connection = Depends(get_db)):\n   236|    return confirm_create_category(conn, payload)\n   237|\n   238|\n   239|@router.post(\"/categories/{category_id}/update\")\n   240|def categories_update(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\n   241|    return update_category(conn, category_id, payload)\n   242|\n   243|\n   244|@router.post(\"/categories/{category_id}/archive\")\n   245|def categories_archive(category_id: str, conn: Connection = Depends(get_db)):\n   246|    return archive_category(conn, category_id)\n   247|\n   248|\n   249|@router.get(\"/transactions\")\n   250|def transactions(month: str | None = None, account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = None, merchant: str | None = None, tag: str | None = None, status: str | None = None, conn: Connection = Depends(get_db)):\n   251|    return list_budget_transactions(conn, month=month, account_id=account_id, category_id=category_id, transaction_type=transaction_type, merchant=merchant, tag=tag, status=status)\n   252|\n   253|\n   254|@router.post(\"/transactions/preview\")\n   255|def transactions_preview(payload: dict, conn: Connection = Depends(get_db)):\n   256|    return create_budget_transaction_preview(conn, payload)\n   257|\n   258|\n   259|@router.post(\"/transactions/confirm\")\n   260|def transactions_confirm(payload: dict, conn: Connection = Depends(get_db)):\n   261|", "total_lines": 286, "file_size": 11809, "truncated": true, "hint": "Use offset=261 to continue reading (showing 1-260 of 286 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.]


     1|import { apiGet, apiPost } from './client'
     2|
     3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }
     4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; color?: string | null; icon?: string | null; children?: BudgetCategory[] }
     5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }
     6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; status: string }
     7|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown> }
     8|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }
     9|export type BudgetSeedCandidate = {
    10|  seed_candidate_id: string
    11|  source_file_label?: string
    12|  source_sheet: string
    13|  source_row_or_range?: string | null
    14|  candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'
    15|  source_label?: string | null
    16|  proposed_category_id?: string | null
    17|  proposed_parent_label?: string | null
    18|  proposed_name?: string | null
    19|  proposed_period_type?: string | null
    20|  proposed_amount_text?: string | null
    21|  currency?: string | null
    22|  confidence: string
    23|  requires_review: boolean
    24|  status: string
    25|  notes?: string | null
    26|}
    27|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
    28|export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month: string; budget_year: string; actual_year_to_date: string; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; months_with_bookings: number; plan_names?: string[] }
    29|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null }
    30|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }
    31|
    32|export const getBudgetOverview = () => apiGet<BudgetOverview>('/api/budget/overview')
    33|export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
    34|export const getIncomeStatus = (year = '2026') => apiGet<Record<string, unknown>>(`/api/budget/income/status?year=${year}`)
    35|export const getBudgetTransactions = (query = '') => apiGet<BudgetTransaction[]>(`/api/budget/transactions${query}`)
    36|export const getBudgetAccounts = () => apiGet<BudgetAccount[]>('/api/budget/accounts')
    37|export const getBudgetCategories = () => apiGet<BudgetCategory[]>('/api/budget/categories')
    38|export const getBudgetTags = () => apiGet<BudgetTag[]>('/api/budget/tags')
    39|export const previewBudgetTransaction = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transactions/preview', body)
    40|export const confirmBudgetTransaction = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transactions/confirm', body)
    41|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transactions/${id}/update`, body)
    42|export const previewBudgetTransfer = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transfers/preview', body)
    43|export const confirmBudgetTransfer = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transfers/confirm', body)
    44|export const previewBudgetAccount = (body: unknown) => apiPost<BudgetPreview>('/api/budget/accounts/preview', body)
    45|export const confirmBudgetAccount = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/accounts/confirm', body)
    46|export const archiveBudgetAccount = (id: string) => apiPost<BudgetConfirm>(`/api/budget/accounts/${id}/archive`, {})
    47|export const previewBudgetCategory = (body: unknown) => apiPost<BudgetPreview>('/api/budget/categories/preview', body)
    48|export const confirmBudgetCategory = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/categories/confirm', body)
    49|export const updateBudgetCategory = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/update`, body)
    50|export const archiveBudgetCategory = (id: string) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/archive`, {})
    51|export const previewBudgetTag = (body: unknown) => apiPost<BudgetPreview>('/api/budget/tags/preview', body)
    52|export const confirmBudgetTag = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/tags/confirm', body)
    53|export const archiveBudgetTag = (id: string) => apiPost<BudgetConfirm>(`/api/budget/tags/${id}/archive`, {})
    54|export const getBudgetSeedCandidates = () => apiGet<BudgetSeedCandidate[]>('/api/budget/seed-candidates')
    55|export const generateBudgetSeedCandidates = (body: unknown) => apiPost<BudgetSeedSummary>('/api/budget/seed-candidates/generate', body)
    56|export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/seed-candidates/${id}/preview`, body)
    57|export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/confirm`, body)
    58|export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/ignore`, { note })
    59|export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/reopen`, { note })
    60|export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/status`, { status, note })
    61|export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/convert-unclean`, body)
    62|export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})
    63|export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
    64|export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
    65|export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})
    66|export const getBudgetTransactionCandidates = (status = '') => apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${status ? `?status=${status}` : ''}`)
    67|export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
    68|export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
    69|export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
    70|export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })
    71|


Explanation:
**Planning updates for functionality**

I'm thinking about needing to patch imports for the router to include new functions and update endpoints. It sounds like I'd have to split the category for a transfer batch, and it might be a good idea to generate source-specific updates too. I should also consider adding frontend tabs or actions, along with possibly creating some frontend tests. Plus, I need to utilize functions like write_file and patch to implement these changes effectively!

patch

from jarvis_finance.services.budget_imports import (
    confirm_transaction_candidate,
    ignore_transaction_candidate,
    list_transaction_candidates,
    preview_transaction_candidate,
    seed_transaction_candidates_from_csv_text,
    seed_transaction_candidates_from_rows,
)

from jarvis_finance.services.budget_imports import (
    batch_confirm_safe_candidates,
    confirm_transaction_candidate,
    create_candidate_split,
    ignore_transaction_candidate,
    list_transaction_candidates,
    mark_candidate_transfer,
    preview_transaction_candidate,
    seed_bank_transfer_candidates_from_rows,
    seed_credit_card_candidates_from_rows,
    seed_migros_candidates_from_rows,
    seed_transaction_candidates_from_csv_text,
    seed_transaction_candidates_from_rows,
    update_transaction_candidate_category,
)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -17,12 +17,19 @@
     update_category,
 )
 from jarvis_finance.services.budget_imports import (
+    batch_confirm_safe_candidates,
     confirm_transaction_candidate,
+    create_candidate_split,
     ignore_transaction_candidate,
     list_transaction_candidates,
+    mark_candidate_transfer,
     preview_transaction_candidate,
+    seed_bank_transfer_candidates_from_rows,
+    seed_credit_card_candidates_from_rows,
+    seed_migros_candidates_from_rows,
     seed_transaction_candidates_from_csv_text,
     seed_transaction_candidates_from_rows,
+    update_transaction_candidate_category,
 )
 from jarvis_finance.services.budget_overview import get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary
 from jarvis_finance.services.budget_plans import confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


@router.get("/transaction-candidates")
def transaction_candidates(status: str | None = None, tab: str | None = None, conn: Connection = Depends(get_db)):
    return list_transaction_candidates(conn, status=status, tab=tab)

@router.post("/transaction-candidates/generate")
def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):
    source_type = payload.get("source_type") or "csv_seed"
    rows = payload.get("rows") or []
    if source_type == "credit_card_csv":
        return seed_credit_card_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Credit card CSV", subscription_category_id=payload.get("subscription_category_id"), migros_covered=payload.get("migros_covered", True))
    if source_type == "migros_csv":
        return seed_migros_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Migros CSV", auto_category_id=payload.get("auto_category_id"), threshold_chf=str(payload.get("threshold_chf") or "50.00"))
    if source_type == "bank_csv":
        return seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Bank CSV", income_category_id=payload.get("income_category_id"))
    if payload.get("csv_text"):
        return seed_transaction_candidates_from_csv_text(conn, payload["csv_text"], source_file_label=payload.get("source_file_label") or "CSV Import", source_type=source_type)
    return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Budget Import", source_type=source_type)

@router.get("/transaction-candidates")
def transaction_candidates(status: str | None = None, conn: Connection = Depends(get_db)):
    return list_transaction_candidates(conn, status=status)

@router.post("/transaction-candidates/generate")
def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):
    if payload.get("csv_text"):
        return seed_transaction_candidates_from_csv_text(conn, payload["csv_text"], source_file_label=payload.get("source_file_label") or "CSV Import", source_type=payload.get("source_type") or "csv_seed")
    return seed_transaction_candidates_from_rows(conn, payload.get("rows") or [], source_file_label=payload.get("source_file_label") or "Budget Import", source_type=payload.get("source_type") or "manual_seed")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -152,15 +152,23 @@

 @router.get("/transaction-candidates")
-def transaction_candidates(status: str | None = None, conn: Connection = Depends(get_db)):
-    return list_transaction_candidates(conn, status=status)
+def transaction_candidates(status: str | None = None, tab: str | None = None, conn: Connection = Depends(get_db)):
+    return list_transaction_candidates(conn, status=status, tab=tab)

 @router.post("/transaction-candidates/generate")
 def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):
+    source_type = payload.get("source_type") or "csv_seed"
+    rows = payload.get("rows") or []
+    if source_type == "credit_card_csv":
+        return seed_credit_card_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Credit card CSV", subscription_category_id=payload.get("subscription_category_id"), migros_covered=payload.get("migros_covered", True))
+    if source_type == "migros_csv":
+        return seed_migros_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Migros CSV", auto_category_id=payload.get("auto_category_id"), threshold_chf=str(payload.get("threshold_chf") or "50.00"))
+    if source_type == "bank_csv":
+        return seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Bank CSV", income_category_id=payload.get("income_category_id"))
     if payload.get("csv_text"):
-        return seed_transaction_candidates_from_csv_text(conn, payload["csv_text"], source_file_label=payload.get("source_file_label") or "CSV Import", source_type=payload.get("source_type") or "csv_seed")
-    return seed_transaction_candidates_from_rows(conn, payload.get("rows") or [], source_file_label=payload.get("source_file_label") or "Budget Import", source_type=payload.get("source_type") or "manual_seed")
+        return seed_transaction_candidates_from_csv_text(conn, payload["csv_text"], source_file_label=payload.get("source_file_label") or "CSV Import", source_type=source_type)
+    return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Budget Import", source_type=source_type)

 @router.post("/transaction-candidates/{candidate_id}/preview")


@router.post("/transaction-candidates/{candidate_id}/ignore")
def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
    return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get("note"))

@router.post("/transaction-candidates/{candidate_id}/category")
def transaction_candidates_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
    return update_transaction_candidate_category(conn, candidate_id, payload.get("category_id"), payload.get("note"))

@router.post("/transaction-candidates/{candidate_id}/split")
def transaction_candidates_split(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
    return create_candidate_split(conn, candidate_id, payload.get("splits") or [])

@router.post("/transaction-candidates/{candidate_id}/transfer")
def transaction_candidates_transfer(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
    return mark_candidate_transfer(conn, candidate_id, (payload or {}).get("note"))

@router.post("/transaction-candidates/batch-confirm-safe")
def transaction_candidates_batch_confirm_safe(payload: dict, conn: Connection = Depends(get_db)):
    return batch_confirm_safe_candidates(conn, account_id=payload.get("account_id"), candidate_ids=payload.get("candidate_ids") or [])

@router.post("/seed-candidates/generate")

@router.post("/transaction-candidates/{candidate_id}/ignore")
def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
    return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get("note"))

@router.post("/seed-candidates/generate")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -186,6 +186,26 @@
     return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get("note"))

+@router.post("/transaction-candidates/{candidate_id}/category")
+def transaction_candidates_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
+    return update_transaction_candidate_category(conn, candidate_id, payload.get("category_id"), payload.get("note"))
+
+
+@router.post("/transaction-candidates/{candidate_id}/split")
+def transaction_candidates_split(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):
+    return create_candidate_split(conn, candidate_id, payload.get("splits") or [])
+
+
+@router.post("/transaction-candidates/{candidate_id}/transfer")
+def transaction_candidates_transfer(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
+    return mark_candidate_transfer(conn, candidate_id, (payload or {}).get("note"))
+
+
+@router.post("/transaction-candidates/batch-confirm-safe")
+def transaction_candidates_batch_confirm_safe(payload: dict, conn: Connection = Depends(get_db)):
+    return batch_confirm_safe_candidates(conn, account_id=payload.get("account_id"), candidate_ids=payload.get("candidate_ids") or [])
+
+
 @router.post("/seed-candidates/generate")
 def seed_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):
     return seed_budget_candidates_from_rows(conn, payload.get("workbook_rows") or {}, source_file_label=payload.get("source_file_label") or "Budget workbook")

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py">
ERROR [191:70] Argument of type "Unknown | None" cannot be assigned to parameter "category_id" of type "str" in function "update_transaction_candidate_category"
  Type "Unknown | None" is not assignable to type "str"
    "None" is not assignable to "str" [reportArgumentType] (Pyright)
ERROR [206:59] Argument of type "Unknown | None" cannot be assigned to parameter "account_id" of type "str" in function "batch_confirm_safe_candidates"
  Type "Unknown | None" is not assignable to type "str"
    "None" is not assignable to "str" [reportArgumentType] (Pyright)
</diagnostics>


Explanation:
**Improving code validation**

I need to fix the signatures to accept `None` or implement some validation. Should I use `HTTPException` for error handling? A simpler approach might be to cast to `str`, but I’m worried that could lead to errors later. Also, what if `batch_confirm_safe` allows `account_id` to be `None` but fails on confirmation?

I should consider adding a check for `category` and possibly importing `HTTPException` if I decide to go that route. There’s a lot to think about!

export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; account_source?: string | null; covered_by_source?: string | null }

export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -26,7 +26,7 @@
 }
 export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
 export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month: string; budget_year: string; actual_year_to_date: string; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; months_with_bookings: number; plan_names?: string[] }
-export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null }
+export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; account_source?: string | null; covered_by_source?: string | null }
 export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }

 export const getBudgetOverview = () => apiGet<BudgetOverview>('/api/budget/overview')

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


export const getBudgetTransactionCandidates = (status = '', tab = '') => {
  const params = new URLSearchParams()
  if (status) params.set('status', status)
  if (tab) params.set('tab', tab)
  const qs = params.toString()
  return apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)
}
export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })
export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })
export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost<BudgetConfirm & { split_count: number }>(`/api/budget/transaction-candidates/${id}/split`, { splits })
export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/transfer`, { note })
export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[]) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })

export const getBudgetTransactionCandidates = (status = '') => apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${status ? `?status=${status}` : ''}`)
export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -63,8 +63,18 @@
 export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
 export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
 export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})
-export const getBudgetTransactionCandidates = (status = '') => apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${status ? `?status=${status}` : ''}`)
+export const getBudgetTransactionCandidates = (status = '', tab = '') => {
+  const params = new URLSearchParams()
+  if (status) params.set('status', status)
+  if (tab) params.set('tab', tab)
+  const qs = params.toString()
+  return apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)
+}
 export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
 export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
 export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
 export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })
+export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })
+export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost<BudgetConfirm & { split_count: number }>(`/api/budget/transaction-candidates/${id}/split`, { splits })
+export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/transfer`, { note })
+export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[]) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })


<template>

Ausgaben · Import Review

Source-aware Buchungskandidaten

Dry Run / Review / Confirm. Migros-Artikelzeilen bleiben Detaildaten; normale Review zeigt Bon- oder Zahlungsebene.

{{ message }}

{{ error }}

        <button v-for="tab in tabs" :key="tab.key" class="rounded-full border px-3 py-1.5 text-xs font-semibold" :class="activeTab === tab.key ? 'border-cyan-400 bg-cyan-400/10 text-cyan-200' : 'border-slate-700 text-slate-400'" @click="setTab(tab.key)">{{ tab.label }}</button>

        <select v-model="status" class="rounded-lg border border-slate-700 bg-slate-950 px-3 py-2 text-sm text-white"><option value="">alle Status</option><option>pending</option><option>needs_review</option><option>duplicate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>
        <button class="rounded-lg bg-cyan-500 px-4 py-2 text-sm font-semibold text-slate-950" @click="load">Aktualisieren</button>
        <button class="rounded-lg border border-emerald-500/60 px-4 py-2 text-sm font-semibold text-emerald-200" @click="batchInfo">Batch Confirm sichere Auto-Kandidaten</button>

Quelle	Beschreibung	Vorschlag	Reason	Status	Aktion

              {{ item.source_type }}{{ item.source_file_label }}{{ item.source_row_or_range }}
              {{ item.transaction_date || '—' }} · {{ item.description }}Betrag lokal sichtbar; nicht im Chat reporten.{{ item.account_source }}
              {{ item.proposed_category_name || 'Review nötig' }}Confidence {{ item.confidence }}mögliches Duplikat
              {{ item.classification || '—' }}{{ item.review_reason || item.notes }}covered by {{ item.covered_by_source }}
              {{ item.status }}

                  <button class="rounded border border-emerald-500/60 px-2 py-1 text-xs text-emerald-200" @click="confirmItem(item)">Confirm</button>
                  <button class="rounded border border-slate-700 px-2 py-1 text-xs text-slate-300" @click="ignoreItem(item.transaction_candidate_id)">Ignorieren</button>
                  <button class="rounded border border-amber-500/60 px-2 py-1 text-xs text-amber-200" @click="markTransfer(item.transaction_candidate_id)">Transfer</button>
                  <button class="rounded border border-cyan-500/60 px-2 py-1 text-xs text-cyan-200" @click="splitInfo(item)">Split</button>

Keine Kandidaten.

</template>


No linter for .vue files


Explanation:
**Testing frontend formats**

I'm thinking about the need for tests for the frontend. It seems essential to ensure everything works well. I should search for different test formats that might be suitable for frontend testing. There seems to be a lot to explore, like unit tests, integration tests, and maybe even UI tests. It's important to find the right approach, so I'll gather some useful information to ensure I'm on the right track with this!


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


API und UI sind verdrahtet. Ich prüfe jetzt Python/Frontend schnell, dann Runtime-CSV-Quellen außerhalb Git und führe Cleanup/Neuimport als kontrollierten Dry‑Run/Review aus.

terminal

set -euo pipefail
python -m compileall -q src
pytest -q tests/unit/test_budget_phase15_source_aware_imports.py


Output:
.....                                                                    [100%]
5 passed in 0.33s


Explanation:
**Checking bank files and reports**

I think I need to verify if the bank files are present because they might not be. I'll report the profiles implemented, but if no files are found, that’s a concern. I should parse the Migros and Visa data next, but first, I need to inspect the headers only. Using a terminal with Python to sniff the CSV should help me print column counts. I hope that clarifies things!

set -euo pipefail
python - <<'PY'
import csv, pathlib, json
files=[pathlib.Path('/home/agent/jarvis_runtime/finance-system/imports/phase14/visa_2025_2026.csv'), pathlib.Path('/home/agent/jarvis_runtime/finance-system/imports/phase14/migros_2024.csv'), pathlib.Path('/home/agent/jarvis_runtime/finance-system/imports/phase14/migros_2025.csv'), pathlib.Path('/home/agent/jarvis_runtime/finance-system/imports/phase14/migros_2026.csv')]
for p in files:
    with p.open(newline='', encoding='utf-8-sig') as f:
        sample=f.read(4096); f.seek(0)
        try: dialect=csv.Sniffer().sniff(sample, delimiters=',;\t')
        except Exception: dialect=csv.excel
        r=csv.DictReader(f, dialect=dialect)
        n=sum(1 for _ in r)
        print(json.dumps({'file':p.name,'rows':n,'columns':r.fieldnames}, ensure_ascii=False))
PY


Output:
{"file": "visa_2025_2026.csv", "rows": 1376, "columns": ["TransactionId", "CardId", "Date", "ValutaDate", "Amount", "Currency", "OriginalAmount", "OriginalCurrency", "MerchantName", "MerchantPlace", "MerchantCountry", "StateType", "Details", "Type", "Exchange Rate"]}
{"file": "migros_2024.csv", "rows": 3420, "columns": ["Datum", "Zeit", "Filiale", "Kassennummer", "Transaktionsnummer", "Artikel", "Menge", "Aktion", "Umsatz"]}
{"file": "migros_2025.csv", "rows": 3460, "columns": ["Datum", "Zeit", "Filiale", "Kassennummer", "Transaktionsnummer", "Artikel", "Menge", "Aktion", "Umsatz"]}
{"file": "migros_2026.csv", "rows": 1448, "columns": ["Datum", "Zeit", "Filiale", "Kassennummer", "Transaktionsnummer", "Artikel", "Menge", "Aktion", "Umsatz"]}


patch

desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or low.get("merchantname") or low.get("details") or "").strip()

desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or "").strip()


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -326,7 +326,7 @@
     created = subs = galaxus = covered = dup_count = review = ignored = 0
     for idx, raw in enumerate(rows, start=1):
         low = {_normalise(k): v for k, v in raw.items()}
-        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or "").strip()
+        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or low.get("merchantname") or low.get("details") or "").strip()
         tx_date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
         amount = _decimal_text(low.get("betrag") or low.get("amount") or low.get("umsatz"))
         if not desc or not amount:


Ich führe jetzt den Runtime‑Teil aus: Migros-Artikelkandidaten werden nach Backup/Audit als `superseded` markiert, danach Migros neu bon‑aggregiert und Kreditkarte source-aware neu eingelesen. Keine produktiven Buchungen/Confirm.

terminal

set -euo pipefail
PYTHONPATH=src python - <<'PY'
import csv, json, os, pathlib, sqlite3
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrations
from jarvis_finance.services.budget_imports import cleanup_migros_article_candidates, seed_migros_candidates_from_rows, seed_credit_card_candidates_from_rows

DB=pathlib.Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=connect(DB); apply_migrations(conn)

def cat_id(names):
    rows=conn.execute('SELECT category_id,name FROM budget_categories WHERE is_active=1').fetchall()
    for needle in names:
        n=needle.lower()
        for r in rows:
            if n in r['name'].lower() or r['name'].lower() in n:
                return r['category_id']
    return None
food=cat_id(['Essen & Haushalt','Essen','Haushalt'])
abos=cat_id(['Abos','Abo','Subscriptions'])

def load_csv(path):
    with open(path, newline='', encoding='utf-8-sig') as f:
        sample=f.read(4096); f.seek(0)
        try: dialect=csv.Sniffer().sniff(sample, delimiters=',;\t')
        except Exception: dialect=csv.excel
        return list(csv.DictReader(f, dialect=dialect))

before={
 'open_total': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','duplicate')").fetchone()['c'],
 'migros_like_open': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','duplicate') AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%' OR lower(COALESCE(description,'')) LIKE '%migros%' OR lower(COALESCE(notes,'')) LIKE '%migros%')").fetchone()['c'],
}
dry=cleanup_migros_article_candidates(conn, dry_run=True)
cleanup=cleanup_migros_article_candidates(conn, dry_run=False)

migros_stats=[]
for y in ['2024','2025','2026']:
    rows=load_csv(pathlib.Path.home()/f'jarvis_runtime/finance-system/imports/phase14/migros_{y}.csv')
    migros_stats.append({'year':y, **seed_migros_candidates_from_rows(conn, rows, source_file_label=f'migros_{y}_phase15.csv', auto_category_id=food, threshold_chf='50.00')})
visa_rows=load_csv(pathlib.Path.home()/'jarvis_runtime/finance-system/imports/phase14/visa_2025_2026.csv')
visa=seed_credit_card_candidates_from_rows(conn, visa_rows, source_file_label='visa_2025_2026_phase15.csv', subscription_category_id=abos, migros_covered=True)

after={
 'open_total': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','duplicate','transfer_candidate')").fetchone()['c'],
 'review_total': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE requires_review=1 AND status IN ('pending','needs_review','duplicate','transfer_candidate')").fetchone()['c'],
 'superseded': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status='superseded'").fetchone()['c'],
 'line_items': conn.execute("SELECT COUNT(*) c FROM budget_import_line_items").fetchone()['c'],
 'covered_by_migros': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status='covered_by_migros'").fetchone()['c'],
 'galaxus_review': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE classification='galaxus_review'").fetchone()['c'],
 'subscriptions_auto': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE classification='subscription_auto'").fetchone()['c'],
 'migros_receipts': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE source_type='migros_receipt'").fetchone()['c'],
 'migros_under_threshold': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE classification='migros_auto_under_threshold'").fetchone()['c'],
 'migros_over_threshold': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE classification='migros_review_over_threshold'").fetchone()['c'],
 'confirmed_phase15': conn.execute("SELECT COUNT(*) c FROM budget_transaction_candidates WHERE source_file_label LIKE '%phase15%' AND status='confirmed'").fetchone()['c'],
}
print(json.dumps({'before':before,'dry_run':dry,'cleanup':{k:v for k,v in cleanup.items() if k!='audit_id'},'migros_stats':migros_stats,'visa_stats':visa,'after':after,'category_resolution':{'food_found':bool(food),'abos_found':bool(abos)}}, ensure_ascii=False, sort_keys=True))
PY


Output: {"after": {"confirmed_phase15": 0, "covered_by_migros": 273, "galaxus_review": 119, "line_items": 8328, "migros_over_threshold": 223, "migros_receipts": 279, "migros_under_threshold": 56, "open_total": 2867, "review_total": 2344, "subscriptions_auto": 74, "superseded": 8328}, "before": {"migros_like_open": 8591, "open_total": 9813}, "category_resolution": {"abos_found": true, "food_found": true}, "cleanup": {"article_candidate_count": 8328, "dry_run": 0, "superseded_count": 8328}, "dry_run": {"article_candidate_count": 8328, "dry_run": 1, "superseded_count": 0}, "migros_stats": [{"auto_assigned_count": 19, "candidate_count": 114, "ignored_count": 0, "line_item_count": 3420, "receipt_candidate_count": 114, "review_required_count": 95, "year": "2024"}, {"auto_assigned_count": 30, "candidate_count": 116, "ignored_count": 0, "line_item_count": 3460, "receipt_candidate_count": 116, "review_required_count": 86, "year": "2025"}, {"auto_assigned_count": 7, "candidate_count": 49, "ignored_count": 0, "line_item_count": 1448, "receipt_candidate_count": 49, "review_required_count": 42, "year": "2026"}], "visa_stats": {"candidate_count": 1376, "covered_by_migros_count": 273, "galaxus_review_count": 119, "ignored_count": 0, "possible_duplicate_count": 0, "review_required_count": 1103, "subscription_auto_count": 74}}


Runtime‑Cleanup/Neuimport ist erledigt: alte Migros‑Artikelkandidaten superseded, neue Migros‑Bons erzeugt, Artikelzeilen als Detaildaten gespeichert, Kreditkarte source-aware importiert. Keine produktiven Buchungen bestätigt. Jetzt vollständige Verifikation.

Explanation:
**Reviewing migration tasks**

I need to focus on the bank profiles and check if I have all the necessary files. First, I'll verify the current status and update my to-do list once I finish the runtime. I think I need to run full tests, but there's a potential migration issue regarding row["sql"] access, which requires some adjustments. I should also consider source secret scanning, then do a full pytest and npm test/build before checking Git status.


set -euo pipefail
python -m compileall -q src
pytest -q


Output:
.....................................F....F....F........................ [ 19%]
........................................................................ [ 38%]
........................................................................ [ 58%]
........................................................................ [ 77%]
..............................F......................................... [ 97%]
...........                                                              [100%]
=================================== FAILURES ===================================
_ test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently _

    def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
        conn = db()
        apply_migrations(conn)
>       assert get_schema_version(conn) == 20
E       assert 21 == 20
E        +  where 21 = get_schema_version(<sqlite3.Connection object at 0x77417061e5c0>)

tests/unit/test_budget_phase1.py:32: AssertionError
__________ test_budget_phase11_tables_tags_and_plan_items_are_created __________

    def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
        conn = db()
>       assert get_schema_version(conn) == 20
E       assert 21 == 20
E        +  where 21 = get_schema_version(<sqlite3.Connection object at 0x77417061ff10>)

tests/unit/test_budget_phase11.py:22: AssertionError
________ test_phase12_schema_has_requested_budget_seed_candidates_table ________

    def test_phase12_schema_has_requested_budget_seed_candidates_table() -> None:
        conn = db()
>       assert get_schema_version(conn) == 20
E       assert 21 == 20
E        +  where 21 = get_schema_version(<sqlite3.Connection object at 0x77417061ef20>)

tests/unit/test_budget_phase12_seed_review.py:38: AssertionError
_________________________ test_schema_version_recorded _________________________

    def test_schema_version_recorded() -> None:
        conn = connect_memory()
        apply_migrations(conn)
>       assert get_schema_version(conn) == 20
E       assert 21 == 20
E        +  where 21 = get_schema_version(<sqlite3.Connection object at 0x77417061ff10>)

tests/unit/test_schema.py:18: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase1.py::test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently
FAILED tests/unit/test_budget_phase11.py::test_budget_phase11_tables_tags_and_plan_items_are_created
FAILED tests/unit/test_budget_phase12_seed_review.py::test_phase12_schema_has_requested_budget_seed_candidates_table
FAILED tests/unit/test_schema.py::test_schema_version_recorded - assert 21 == 20
4 failed, 367 passed in 30.08s


Verifikation zeigt nur erwartete Schema-Version-Testanpassungen von 20 → 21. Ich aktualisiere die Tests und wiederhole.

Explanation:
**Updating test expectations**

I need to update the tests that are expecting a value of 21. It seems like I should search for whatever details or adjustments are needed to make that happen. This step feels important because getting accurate expectations is crucial for the overall results. I'll see what I can find that helps clarify the specifics or updates I might need to implement. Let's dig into it and make sure everything aligns correctly!

get_schema_version\(conn\) == 20|MIGRATION_VERSION.*20|version = 20


patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
@@
-    assert get_schema_version(conn) == 20
+    assert get_schema_version(conn) == 21
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py
@@
-    assert get_schema_version(conn) == 20
+    assert get_schema_version(conn) == 21
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py
@@
-    assert get_schema_version(conn) == 20
+    assert get_schema_version(conn) == 21
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
@@
-    assert get_schema_version(conn) == 20
+    assert get_schema_version(conn) == 21
*** End Patch


--- 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) == 20
+    assert get_schema_version(conn) == 21
     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) == 20
+    assert get_schema_version(conn) == 21
     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_phase12_seed_review.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py
@@ -35,7 +35,7 @@

 def test_phase12_schema_has_requested_budget_seed_candidates_table() -> None:
     conn = db()
-    assert get_schema_version(conn) == 20
+    assert get_schema_version(conn) == 21
     cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_seed_candidates)")}
     assert {
         "seed_candidate_id",

--- 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) == 20
+    assert get_schema_version(conn) == 21

 def test_decimal_sensitive_columns_use_text_affinity() -> None:

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py was modified by sibling subagent '20260517_104305_ba8569' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py was modified by sibling subagent '20260517_104305_ba8569' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py was modified by sibling subagent '20260517_104305_ba8569' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py was modified by sibling subagent '20260517_104305_ba8569' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.


Explanation:
**Inspecting git differences**

I think I need to warn my sibling about something weird I’ve noticed. It could be important to take a closer look at what’s changed, so I might need to inspect the git diff later. I wonder if running a full inspection would be the most thorough way to catch anything unusual. It's always good to check for any unexpected changes in the code!


terminal

Output:
........................................................................ [ 19%]
........................................................................ [ 38%]
........................................................................ [ 58%]
........................................................................ [ 77%]
........................................................................ [ 97%]
...........                                                              [100%]
371 passed in 30.66s


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/BudgetSetupPage.test.ts (1 test) 33ms
 ✓ src/pages/PositionAddPage.test.ts (2 tests) 94ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 125ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 131ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 170ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 234ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 144ms
 ✓ 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) 48ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  13:04:26
   Duration  3.22s (transform 4.05s, setup 0ms, import 6.86s, tests 983ms, environment 9.14s)

> 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-BJ2ZYHTj.css   19.71 kB │ gzip:  4.62 kB
dist/assets/index-BvG97U-n.js   202.95 kB │ gzip: 61.94 kB

✓ built in 1.04s


Tests/build sind grün. Jetzt Safety: Secret-Scan, Git-Safety, keine Runtime-/CSV-Dateien im Git, Whitespace.

Explanation:
**Considering secret scans**

I need to think about how to perform secret scans effectively. I'll consider commands like "git grep", checking git status, and using "git diff" to spot any issues. The "source secret scan frontend build secret scan Git-Safety git diff --check" approach might be useful too. Really, there shouldn't be any real CSV files in git. I’ll focus on using the terminal for git status and checking for secrets, maybe using custom grep as well.

set -euo pipefail
git diff --check
git status --short
python - <<'PY'
import pathlib,re,subprocess,sys
repo=pathlib.Path.cwd()
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
violations=[]
for f in tracked:
    if re.search(r'(^|/)(jarvis_runtime|runtime|data)/', f) or f.lower().endswith(('.csv','.xls','.xlsx','.sqlite','.sqlite3','.db')):
        # allow fixture-like files only if tests explicitly; none expected for this sprint
        if not f.startswith('tests/'):
            violations.append(f)
print('git_safety_tracked_runtime_or_spreadsheets', violations)
if violations:
    sys.exit(2)
PY
python - <<'PY'
import pathlib,re,sys
patterns=[re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]\s*["\']?[A-Za-z0-9_./+=-]{16,}'), re.compile(r'ghp_[A-Za-z0-9]{20,}'), re.compile(r'sk-[A-Za-z0-9]{20,}')]
paths=[p for p in pathlib.Path('src').rglob('*') if p.is_file()] + [p for p in pathlib.Path('frontend/src').rglob('*') if p.is_file()]
hits=[]
for p in paths:
    text=p.read_text(errors='ignore')
    for i,line in enumerate(text.splitlines(),1):
        if any(rx.search(line) for rx in patterns):
            hits.append(f'{p}:{i}')
print('source_secret_scan_hits', hits)
if hits:
    sys.exit(3)
PY
python - <<'PY'
import pathlib,re,sys
hits=[]
for p in pathlib.Path('frontend/dist').rglob('*'):
    if p.is_file():
        text=p.read_text(errors='ignore')
        if re.search(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]', text) or re.search(r'(ghp_|sk-)[A-Za-z0-9]{20,}', text):
            hits.append(str(p))
print('frontend_build_secret_scan_hits', hits)
if hits:
    sys.exit(4)
PY


Output:
M frontend/src/api/budget.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_imports.py
 M src/jarvis_finance/storage/migrations.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
?? tests/unit/test_budget_phase15_source_aware_imports.py
git_safety_tracked_runtime_or_spreadsheets ['examples/synthetic/accounts.csv', 'examples/synthetic/cash_balances_initial.csv', 'examples/synthetic/crypto_holdings_initial.csv', 'examples/synthetic/crypto_transactions.csv', 'examples/synthetic/crypto_wallets.csv', 'examples/synthetic/instruments.csv', 'examples/synthetic/transactions.csv', 'examples/synthetic/watchlist.csv', 'src/jarvis_finance/runtime/__init__.py', 'src/jarvis_finance/runtime/backup.py']


Git-Safety-Prüfung war zu streng und hat erlaubte synthetic examples sowie Runtime-Code fälschlich markiert; ich wiederhole mit Sprint-relevanter Regel: keine echten CSV/XLS/DB/Runtime-Daten außerhalb erlaubter synthetic fixtures und kein `jarvis_runtime` im Repo.

Explanation:
**Adjusting script settings**

I’m realizing that the script is a bit too strict. It seems like the source runtime is code while allowing synthetic examples. I definitely need to rerun it after making some adjustments. I also need to check the source scan since it didn’t run due to an exit, so I’ll ensure that gets taken care of as well. I just want to get everything working smoothly!

set -euo pipefail
git diff --check
python - <<'PY'
import pathlib,re,subprocess,sys
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
violations=[]
for f in tracked:
    fl=f.lower()
    if f.startswith('examples/synthetic/'):
        continue
    if f.startswith('src/jarvis_finance/runtime/'):
        continue
    if 'jarvis_runtime' in f or fl.endswith(('.csv','.xls','.xlsx','.sqlite','.sqlite3','.db')):
        violations.append(f)
print('git_safety_tracked_real_runtime_or_spreadsheets', violations)
if violations:
    sys.exit(2)
PY
python - <<'PY'
import pathlib,re,sys
patterns=[re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]\s*["\']?[A-Za-z0-9_./+=-]{16,}'), re.compile(r'ghp_[A-Za-z0-9]{20,}'), re.compile(r'sk-[A-Za-z0-9]{20,}')]
paths=[p for p in pathlib.Path('src').rglob('*') if p.is_file()] + [p for p in pathlib.Path('frontend/src').rglob('*') if p.is_file()]
hits=[]
for p in paths:
    text=p.read_text(errors='ignore')
    for i,line in enumerate(text.splitlines(),1):
        if any(rx.search(line) for rx in patterns):
            hits.append(f'{p}:{i}')
print('source_secret_scan_hits', hits)
if hits:
    sys.exit(3)
PY
python - <<'PY'
import pathlib,re,sys
hits=[]
for p in pathlib.Path('frontend/dist').rglob('*'):
    if p.is_file():
        text=p.read_text(errors='ignore')
        if re.search(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]', text) or re.search(r'(ghp_|sk-)[A-Za-z0-9]{20,}', text):
            hits.append(str(p))
print('frontend_build_secret_scan_hits', hits)
if hits:
    sys.exit(4)
PY


Output: git_safety_tracked_real_runtime_or_spreadsheets ['tests/fixtures/accounts.csv', 'tests/fixtures/cash_balances_initial.csv', 'tests/fixtures/crypto_holdings_initial.csv', 'tests/fixtures/crypto_transactions.csv', 'tests/fixtures/crypto_wallets.csv', 'tests/fixtures/instruments.csv', 'tests/fixtures/transactions.csv', 'tests/fixtures/watchlist.csv']


Auch Test-Fixtures sind erlaubte Synthetic CSVs. Dritte und korrekte Prüfung: keine neuen/echten Importdateien, keine Runtime‑DB.

set -euo pipefail
git diff --check
python - <<'PY'
import pathlib,re,subprocess,sys
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
violations=[]
for f in tracked:
    fl=f.lower()
    if f.startswith(('examples/synthetic/','tests/fixtures/')):
        continue
    if f.startswith('src/jarvis_finance/runtime/'):
        continue
    if 'jarvis_runtime' in f or fl.endswith(('.csv','.xls','.xlsx','.sqlite','.sqlite3','.db')):
        violations.append(f)
print('git_safety_tracked_real_runtime_or_spreadsheets', violations)
if violations:
    sys.exit(2)
PY
python - <<'PY'
import pathlib,re,sys
patterns=[re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]\s*["\']?[A-Za-z0-9_./+=-]{16,}'), re.compile(r'ghp_[A-Za-z0-9]{20,}'), re.compile(r'sk-[A-Za-z0-9]{20,}')]
paths=[p for p in pathlib.Path('src').rglob('*') if p.is_file()] + [p for p in pathlib.Path('frontend/src').rglob('*') if p.is_file()]
hits=[]
for p in paths:
    text=p.read_text(errors='ignore')
    for i,line in enumerate(text.splitlines(),1):
        if any(rx.search(line) for rx in patterns):
            hits.append(f'{p}:{i}')
print('source_secret_scan_hits', hits)
if hits:
    sys.exit(3)
PY
python - <<'PY'
import pathlib,re,sys
hits=[]
for p in pathlib.Path('frontend/dist').rglob('*'):
    if p.is_file():
        text=p.read_text(errors='ignore')
        if re.search(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]', text) or re.search(r'(ghp_|sk-)[A-Za-z0-9]{20,}', text):
            hits.append(str(p))
print('frontend_build_secret_scan_hits', hits)
if hits:
    sys.exit(4)
PY


Output:
git_safety_tracked_real_runtime_or_spreadsheets []
source_secret_scan_hits []
frontend_build_secret_scan_hits []


Verifikation ist grün. Für Commit/Push lade ich jetzt den GitHub-Workflow-Skill und committe gezielt nur Code/Tests — keine Runtime-Daten.