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


Explanation:
**Setting up the OpenFIGI key**

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


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


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
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[M G] Budget Phase 1.4 ist technisch akzeptiert, aber die Importlogik muss korrigiert werden.

Aktuelles Problem:
Du hast offenbar alle Einzelpositionen aus dem Migros-CSV als einzelne Review-/Zuordnungspositionen aufgelistet. Das ist nicht gewünscht und im Alltag nicht praktikabel.

Bitte starte jetzt einen gezielten:

# Budget Phase 1.5 – Source-aware Import Rules & Smart Review

Ziel:
Die verschiedenen Ausgabenquellen sollen korrekt behandelt werden:

1. Kreditkarten-CSV
2. Migros-CSV
3. Banküberweisungen AKB/Raiffeisen
4. Manuelle Buchungen

Keine neue grosse Architektur. Fokus: Importlogik, Quellpriorität, automatische Zuordnung, Duplikatschutz und sinnvolle Review-Ansicht.

Wichtig:

* Keine echten CSV/XLS-Dateien ins Git.
* Keine echten Beträge im Chat.
* Keine Runtime-DB ins Git.
* Vor produktiven Änderungen Backup erstellen.
* Import weiterhin über Dry Run / Review / Confirm.
* Auto-Zuordnung darf Regeln verwenden, aber muss auditierbar sein.
* Umkategorisierung muss jederzeit möglich bleiben.
* Keine stillen Mutationen.
* Keine Artikelzeilen-Flut im User-Review.

## 1. Bestehende 9813 Migros-Einzelkandidaten bereinigen

Aktuell sind sehr viele offene Buchungs-Import-Kandidaten vorhanden, vermutlich Migros-Artikelzeilen.

Bitte:

1. Backup Runtime-DB erstellen.
2. Dry Run:

   * Anzahl vorhandene Migros-Artikel-Kandidaten
   * Anzahl Kandidaten, die aus Artikelebene statt Bon-/Transaktionsebene stammen
   * keine Beträge im Chat
3. Diese falsch granularen Kandidaten archivieren/löschen oder als superseded markieren.
4. Audit-/Cleanup-Event schreiben.
5. Danach Migros neu nach Bon-/Transaktionsebene importieren.

Akzeptanz:

* User-Review zeigt nicht mehr tausende Migros-Artikelpositionen.
* Artikelzeilen dürfen intern als Detaildaten erhalten bleiben, aber nicht als einzelne Hauptbuchungskandidaten im normalen Review erscheinen.

## 2. Quellenpriorität definieren

Bitte feste Source-of-Truth-Regeln implementieren:

### Kreditkarte CSV

Quelle für:

* normale Kartenzahlungen
* Abos
* Galaxus
* Onlinekäufe
* Reisen
* Restaurant
* sonstige Kartenzahlungen

Nicht Quelle für:

* Migros-Ausgaben, wenn Migros-CSV für denselben Zeitraum vorhanden ist

Regel:

* Kreditkartenbuchungen mit Händler Migros / Migrol / Cumulus / relevante Migros-Merchant-Texte werden ignoriert oder als covered_by_migros markiert.
* Sie dürfen nicht zusätzlich als Ausgabe gebucht werden.
* Migros-CSV ist für Migros-Ausgaben die primäre Quelle.

### Migros-CSV

Quelle für:

* Migros/Cumulus-Ausgaben
* Einkaufstransaktionen
* optional Artikel-/Warengruppenanalyse

Regel:

* Artikelzeilen zu einem Bon aggregieren.
* Gruppierung nach:

  * Datum
  * Zeit
  * Filiale
  * Kassennummer
  * Transaktionsnummer
* Hauptbuchung = Summe des Bons.
* Artikelzeilen werden als Detail-/Line-Items gespeichert, aber nicht als einzelne Budgettransaktionen.

### Banküberweisungen AKB/Raiffeisen

Quelle für:

* Einkommen
* Löhne
* Überweisungen
* Fixkosten
* Versicherungen
* Miete
* Rückerstattungen
* Steuern
* manuelle Bankzahlungen

Regel:

* Einnahmen aus Lohn/Arbeitgeber erkennen.
* Bankinterne oder eigene Kontoüberträge zwischen Raiffeisen und AKB nicht als Einkommen/Ausgabe zählen.
* Interne Transfers als transfer markieren.

### Manuelle Buchungen

Quelle für:

* fehlende Ausgaben/Einnahmen
* Korrekturen
* Sonderfälle
* Barzahlungen
* nicht importierte Buchungen

## 3. Kreditkarten-Regeln implementieren

Für Kreditkarten-CSV:

### Auto-Kategorisierung

Automatisch zuordnen:

* Apple → Abos
* Google → Abos
* Amazon Prime → Abos
* Netflix → Abos
* Disney → Abos

Bitte auch Varianten erkennen:

* APPLE.COM
* GOOGLE
* AMAZON PRIME
* NETFLIX
* DISNEY
* DISNEYPLUS

### Galaxus

Regel:

* Galaxus-Buchungen nicht automatisch final kategorisieren.
* In Review-Liste anzeigen.
* Nutzer wählt Kategorie.
* Nutzer kann Buchung splitten.

Beispiele:

* Elektronik
* Haushalt
* Kinder
* Geschenke
* Sonstiges

### Migros auf Kreditkarte

Regel:

* Migros-Kreditkartenbuchungen ignorieren oder als covered_by_migros markieren.
* Nicht als Ausgabe buchen, wenn Migros-CSV für Zeitraum
v
orhanden ist.
* In Admin/Review nur als abgeglichen/ignoriert sichtbar.

## 4. Migros-CSV-Regeln implementieren

Bitte Migros-Cumulus-Import neu strukturieren.

### Bon Aggregation

Artikelzeilen zu Bon-/Transaktionskopf gruppieren nach:

* Datum
* Zeit
* Filiale
* Kassennummer
* Transaktionsnummer

### Buchungslogik

Für jeden Bon:

* Betrag = Summe Artikelzeilen
* Händler = Migros / konkrete Filiale
* Kategorie-Vorschlag abhängig vom Betrag und Inhalt

### Automatische Regel

* Bons unter 50 CHF automatisch Kategorie:

  * Essen & Haushalt
* Bons ab 50 CHF:

  * in Review-Liste anzeigen
  * Nutzer wählt Kategorie oder splittet
  * Beispiele:

    * Essen & Haushalt
    * Geschenke
    * Kleider
    * Kinder
    * Haushalt
    * Sonstiges

Wichtig:

* Die 50-CHF-Schwelle muss konfigurierbar sein.
* Für den ersten Import darf eine Batch-Bestätigung nötig sein:

  * „Alle Migros-Bons unter 50 CHF als Essen & Haushalt bestätigen“
* Danach darf Regel als künftig automatisch markiert werden.

### Artikelzeilen

Artikelzeilen sollen gespeichert werden als Detaildaten:

* Artikel
* Menge
* Aktion
* Umsatz
* Bon-ID

Aber:

* nicht einzeln in normaler Review-Liste
* nur sichtbar im Detail Drawer eines Migros-Bons

## 5. Banküberweisungen AKB/Raiffeisen importieren

Bitte Importprofile für Bank-CSV vorbereiten/anwenden:

* AKB CSV, Melanie
* Raiffeisen CSV, Marcel

Aufgaben:

### Ausgaben erkennen

* negative Belastungen / Abbuchungen
* Gebühren
* Versicherungen
* Steuern
* Miete/Wohnen
* Telekommunikation
* sonstige Zahlungen

### Einnahmen erkennen

* Lohn Marcel
* Lohn Melanie
* Gratifikationen
* Rückerstattungen
* sonstige Einnahmen

### Interne Transfers erkennen

Sehr wichtig:
Kontoüberträge zwischen Raiffeisen und AKB dürfen nicht doppelt als Einkommen oder Ausgabe verbucht werden.

Bitte interne Transfers erkennen über:

* gleicher oder sehr ähnlicher Betrag
* Datum ± 2–3 Tage
* Gegenkonto/Name/Beschreibung enthält eigenes Konto, Marcel, Melanie, Raiffeisen, AKB
* ein Konto Belastung, anderes Konto Gutschrift
* bekannte Konto-/Account-Paare

Ergebnis:

* als transfer markieren
* nicht in Einnahmen/Ausgaben zählen
* beide Seiten verknüpfen, falls möglich
* bei Unsicherheit Review nötig

## 6. Review-Ansicht verbessern

Bitte Review-Liste nicht als Rohdatenfriedhof bauen.

Tabs oder Filter:

* Alle
* Auto-zugeordnet
* Review nötig
* Mögliche Duplikate
* Interne Transfers
* Galaxus
* Migros über 50 CHF
* Banküberweisungen
* Einnahmen
* Ignoriert / covered_by_source

Pro Kandidat anzeigen:

* Quelle
* Datum
* Händler/Beschreibung
* Betrag lokal im Dashboard sichtbar, aber nicht im Chat
* Kategorie-Vorschlag
* Confidence
* Grund der Zuordnung
* Aktionen:

  * bestätigen
  * Kategorie ändern
  * splitten
  * ignorieren
  * als Transfer markieren
  * Regel erstellen

## 7. Umkategorisierung jederzeit möglich

Effektive Buchungen müssen später jederzeit umgeordnet werden können.

Bitte implementieren/prüfen:

* Kategorie ändern
* Tags ändern
* Split hinzufügen/ändern
* Betrag korrigieren nur über Adjustment/Reversal, nicht still überschreiben
* Audit-Log
* Budgetstatus aktualisiert sich danach

## 8. Minimal Rule Engine MVP-light

Bitte noch keine grosse Rule Engine bauen, aber ein MVP-light Regelset:

### Regeltypen

* contains merchant
* exact merchant
* source type
* amount threshold
* account source
* regex optional, falls leicht

### Erste Regeln

* Apple/Google/Amazon Prime/Netflix/Disney → Abos
* Migros Bon < 50 CHF → Essen & Haushalt
* Migros Bon >= 50 CHF → Review nötig
* Galaxus → Review nötig
* Kreditkarten-Migros → covered_by_migros
* interne Banktransfers → transfer_candidate
* Lohn/Salary/Arbeitgeber bekannte Muster → income_candidate

Regeln müssen sichtbar und später editierbar sein, aber vollständiger Regelmanager kann später kommen.

## 9. Produktiver Erstimport nur nach Review

Bitte jetzt die Dateien einlesen und zuordnen, aber produktive Buchungen nur nach sinnvoller Review/Confirm-Logik.

Für automatische, sichere Fälle darf eine Batch-Confirm-Option entstehen:

* Abos automatisch bestätigen
* Migros <50 CHF
automatisch bestätigen
* klare Einkommen bestätigen
* klare interne Transfers bestätigen

Aber:

* zuerst Preview mit Counts
* Nutzerbestätigung
* Audit
* keine stillen Imports

## 10. Reporting / Abschlussbericht

Bitte nach Umsetzung berichten, ohne echte Beträge:

* Kreditkarten-Kandidaten total
* Kreditkarten-Migros ignoriert/covered_by_migros
* Abos automatisch zugeordnet
* Galaxus Review-Kandidaten
* Migros-Bons total
* Migros-Bons <50 CHF auto-zugeordnet
* Migros-Bons >=50 CHF Review
* Migros-Artikelzeilen intern gespeichert, aber nicht als Hauptkandidaten
* AKB-Kandidaten total
* Raiffeisen-Kandidaten total
* Einnahmen-Kandidaten
* interne Transfer-Kandidaten
* mögliche Duplikate
* produktiv bestätigt: ja/nein und Anzahl
* reviewpflichtig verbleibend
* keine echten Beträge im Bericht

## 11. Tests

Bitte Tests ergänzen für:

### Migros

* Artikelzeilen werden zu Bon aggregiert
* Unter-50-CHF-Regel erzeugt Auto-Kategorie
* Über-50-CHF-Regel erzeugt Review
* Artikelzeilen erscheinen nicht als Hauptreviewkandidaten
* Kreditkarten-Migros wird covered_by_migros

### Kreditkarte

* Apple/Google/Amazon/Netflix/Disney → Abos
* Galaxus → Review
* Migros → covered_by_migros
* Duplikat mit bestehender Buchung wird erkannt

### Bank

* Lohn wird als Einkommen erkannt
* interne Transfers zwischen AKB/Raiffeisen werden nicht als Einkommen gezählt
* interne Transfers werden als transfer_candidate markiert
* unklare Bankzahlung geht in Review

### Review

* Kategorie ändern
* Split erstellen
* ignorieren
* als Transfer markieren
* Batch Confirm für sichere Auto-Kandidaten

### Safety

* keine echten CSV ins Git
* keine echten Beträge im Testoutput
* Git-Safety sauber

## 12. Nicht in diesem Sprint

Nicht bauen:

* OCR/Kamera/Vision
* vollständiger Regelmanager
* komplexe Duplikat-UI
* Sankey/Sunburst
* Forecast-Modelle
* Mobile App

## 13. Verifikation

Nach Umsetzung:

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

## 14. Abschlussbericht

Bitte berichten:

* Migros-Artikelkandidaten bereinigt: ja/nein
* Migros-Bons aggregiert: ja/nein
* Kreditkartenregeln umgesetzt: ja/nein
* AKB/Raiffeisen Importprofile umgesetzt: ja/nein
* interne Transfers erkannt: ja/nein
* Einnahmen erkannt: ja/nein
* Review-Ansicht verbessert: ja/nein
* Umkategorisierung möglich: ja/nein
* MVP-light Rule Engine umgesetzt: ja/nein
* produktiver Import durchgeführt: ja/nein, nur nach Confirm
* Counts pro Quelle
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Entscheidungen


Verstanden, Sir. Ich starte Phase 1.5 als gezielten Korrektur‑Sprint: erst Ist-Zustand/Schema/Importpfade prüfen, Runtime-Backup vor jeder produktiven Änderung, dann Importlogik + Tests + Review-UI + Safety/Commit/Push. Keine Rohbeträge im Chat, keine echten Dateien ins Git.

Explanation:
**Planning finance code work**

I need to take action and create a solid plan for what I want to achieve. It looks like I already have relevant finance skills loaded, but I should also consider TDD and GitHub. This project requires a significant amount of code work, so I really need to inspect the repository to get a clear understanding of what needs to be done. Let's make sure to map everything out properly!


[skill_view] name=test-driven-development (10,920 chars)


todo

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

Runtime-DB Backup erstellen und verifizieren

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

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


[todo] updated task list


Ich stoppe zuerst die laufenden Dev-Server, damit Migrationen/Runtime-Cleanup nicht gegen offene Handles laufen. Danach inspiziere ich Code und Runtime nur aggregiert.


[search_files] files search for '*budget*' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance -> 18 matches


[search_files] files search for '*budget*' in /home/agent/.hermes/repos/FinanceManager/tests -> 5 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 1 (15,802 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py from line 1 (13,109 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase14_workview.py from line 1 (9,415 chars)


Explanation:
**Inspecting migrations schema**

I need to take a closer look at the migrations schema. I wonder what specific details I should focus on. Is it the structure that’s important, or are there certain migrations that need more attention? I should ensure everything is organized and up to date. Maybe I’ll note down any changes that need to be made for clarity or optimization. It’s crucial to keep things running smoothly. Let’s dive into that!

budget_transaction_candidates|CREATE TABLE.*budget|schema_version|INSERT INTO schema


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 1 (21,864 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py from line 1 (2,781 chars)


terminal

set -euo pipefail
PYTHONPATH=src python - <<'PY'
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
conn=conn...[truncated]


[terminal] ran `set -euo pipefail
PYTHONPATH=src python - <<'PY'
from jarvis_finance.storage....` -> exit 0, 1 lines output


Explanation:
**Considering migrations and updates**

I need to think about implementing migration v21, especially with the addition of extra columns, line items, rules, and splits. It’s essential to inspect the update for budget transactions to ensure everything flows smoothly. I’ll take my time going through the details to avoid any issues that might arise during the transition. We'll want to make sure everything is considered and accounted for, so I’m focused on that.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py from line 1 (16,991 chars)


Ich prüfe jetzt aggregiert die Runtime-Kandidaten und erstelle ein Backup. Dabei gebe ich nur Counts/Status aus, keine Beträge oder Rohzeilen.

Explanation:
**Considering implementation and inspection**

I need to think about how to implement a broader approach. Maybe I could use some kind of execution tool to inspect the repository. My goal is to find the database files, like CSVs, during runtime to understand more about how everything is working together. There’s definitely a lot to consider here, and I want to ensure I’m on the right path!

set -euo pipefail
PYTHONPATH=src python - <<'PY'
from pathlib import Path
from jarvis_finance.runtime.backup import backup_runtime_db, verify_backup
runtime=Path.home()/'jarvis_runtime/finance-system'...[truncated]


[terminal] ran `set -euo pipefail
PYTHONPATH=src python - <<'PY'
from pathlib import Path
fro...` -> exit 1, 1 lines output


Backup-Funktion hat eine andere Signatur als erwartet. Ich lese sie kurz und rufe sie dann korrekt auf.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/runtime/backup.py from line 1 (5,462 chars)


set -euo pipefail
PYTHONPATH=src python - <<'PY'
from pathlib import Path
from datetime import datetime, timezone
from jarvis_finance.runtime.backup import backup_runtime_db, verify_backup
repo=Path('/home/agent/.hermes/repos/FinanceManager')
runtime=Path.home()/'jarvis_runtime/finance-system'
stamp=datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')+'-budget-phase15-pre'
res=backup_runtime_db(db_path=runtime/'data/finance.sqlite3', backups_dir=runtime/'backups', repo_root=repo, timestamp=stamp)
ver=verify_backup(backup_file=res.backup_file, repo_root=repo)
print({'backup_exists': ver.exists, 'outside_repo': True, 'checksum_ok': ver.checksum_ok, 'size_bytes': res.size_bytes})
PY


Output: {'backup_exists': True, 'outside_repo': True, 'checksum_ok': True, 'size_bytes': 5132288}


set -euo pipefail
PYTHONPATH=src python - <<'PY'
import sqlite3, os, json
p=os.path.expanduser('~/jarvis_runtime/finance-system/data/finance.sqlite3')
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
cols={r['name'] for r in conn.execute('PRAGMA table_info(budget_transaction_candidates)')}
print('candidate_columns', sorted(cols))
queries={
 'total_open': "SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','duplicate')",
 'by_source_type': "SELECT source_type k, COUNT(*) c FROM budget_transaction_candidates GROUP BY source_type ORDER BY c DESC",
 'migros_like_open': "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%')",
 'article_like_open': "SELECT COUNT(*) c FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','duplicate') AND (lower(COALESCE(source_row_or_range,'')) GLOB 'r[0-9]*' OR lower(COALESCE(description,'')) NOT LIKE '%bon%') AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')",
 'statuses': "SELECT status k, COUNT(*) c FROM budget_transaction_candidates GROUP BY status ORDER BY c DESC"
}
for name,q in queries.items():
    rows=[dict(r) for r in conn.execute(q)]
    print(name, json.dumps(rows, ensure_ascii=False))
PY


Output:
candidate_columns ['amount_original', 'confidence', 'created_at', 'currency_original', 'description', 'duplicate_of_transaction_id', 'merchant', 'notes', 'proposed_category_id', 'proposed_category_name', 'requires_review', 'source_file_label', 'source_row_or_range', 'source_type', 'status', 'transaction_candidate_id', 'transaction_date', 'updated_at']
total_open [{"c": 9813}]
by_source_type [{"k": "csv_seed", "c": 9638}, {"k": "excel_budget_tool", "c": 175}]
migros_like_open [{"c": 8591}]
article_like_open [{"c": 8328}]
statuses [{"k": "pending", "c": 8795}, {"k": "needs_review", "c": 1018}]


Ist-Zustand aggregiert: Backup verifiziert, offene Kandidaten 9813; Migros-like offen 8591; davon artikel-/row-granular mindestens 8328. Keine Beträge ausgegeben. Jetzt schreibe ich Phase‑1.5 Tests zuerst und lasse sie gezielt rot laufen.

todo

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

Runtime-DB Backup erstellen und verifizieren

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

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


from __future__ import annotations

from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category
from jarvis_finance.services.budget_imports import (
    batch_confirm_safe_candidates,
    cleanup_migros_article_candidates,
    create_candidate_split,
    list_transaction_candidates,
    mark_candidate_transfer,
    seed_bank_transfer_candidates_from_rows,
    seed_credit_card_candidates_from_rows,
    seed_migros_candidates_from_rows,
    update_transaction_candidate_category,
)
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations

def db():
    conn = connect_memory()
    apply_migrations(conn)
    return conn

def add_categories(conn):
    return {
        "abos": confirm_create_category(conn, {"name": "Abos", "category_type": "expense"})["entity_id"],
        "food": confirm_create_category(conn, {"name": "Essen & Haushalt", "category_type": "expense"})["entity_id"],
        "income": confirm_create_category(conn, {"name": "Lohn", "category_type": "income"})["entity_id"],
        "other": confirm_create_category(conn, {"name": "Sonstiges", "category_type": "expense"})["entity_id"],
    }

def test_migros_article_rows_are_aggregated_to_receipts_with_line_items_and_threshold_rules() -> None:
    conn = db(); cats = add_categories(conn)
    rows = [
        {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Brot", "Umsatz": "12.00"},
        {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Milch", "Umsatz": "9.00"},
        {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Haushalt", "Umsatz": "40.00"},
        {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Geschenk", "Umsatz": "20.00"},
    ]
    stats = seed_migros_candidates_from_rows(conn, rows, source_file_label="migros.csv", auto_category_id=cats["food"], threshold_chf="50.00")
    assert stats["receipt_candidate_count"] == 2
    assert stats["line_item_count"] == 4
    assert stats["auto_assigned_count"] == 1
    assert stats["review_required_count"] == 1
    candidates = list_transaction_candidates(conn)
    assert len(candidates) == 2
    assert all(c["source_type"] == "migros_receipt" for c in candidates)
    assert all("Brot" not in c["description"] and "Milch" not in c["description"] for c in candidates)
    small = next(c for c in candidates if c["requires_review"] is False)
    large = next(c for c in candidates if c["requires_review"] is True)
    assert small["proposed_category_id"] == cats["food"]
    assert large["review_reason"] == "migros_receipt_over_threshold"
    assert conn.execute("SELECT COUNT(*) FROM budget_import_line_items").fetchone()[0] == 4

def test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection() -> None:
    conn = db(); cats = add_categories(conn)
    account = confirm_create_budget_account(conn, {"name": "Karte", "account_type": "credit_card", "currency": "CHF"})["entity_id"]
    from jarvis_finance.services.budget_transactions import confirm_budget_transaction
    confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-05-04", "description": "NETFLIX", "amount_original": "19.90", "currency_original": "CHF", "category_id": cats["abos"]})
    rows = [
        {"Datum": "01.05.2026", "Beschreibung": "APPLE.COM/BILL", "Betrag": "9.90"},
        {"Datum": "02.05.2026", "Beschreibung": "Galaxus Zürich", "Betrag": "120.00"},
        {"Datum": "03.05.2026", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
        {"Datum": "04.05.2026", "Beschreibung": "NETFLIX", "Betrag": "19.90"},
    ]
    stats = seed_credit_card_candidates_from_rows(conn, rows, source_file_label="card.csv", subscription_category_id=cats["abos"], migros_covered=True)
    assert stats["candidate_count"] == 4
    assert stats["subscription_auto_count"] == 2
    assert stats["galaxus_review_count"] == 1
    assert stats["covered_by_migros_count"] == 1
    assert stats["possible_duplicate_count"] == 1
    by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
    assert by_desc["APPLE.COM/BILL"]["proposed_category_id"] == cats["abos"]
    assert by_desc["Galaxus Zürich"]["status"] == "needs_review"
    assert by_desc["MIGROS MMM"]["status"] == "covered_by_migros"
    assert by_desc["NETFLIX"]["status"] == "duplicate"

def test_bank_income_internal_transfer_and_unclear_payment_classification() -> None:
    conn = db(); cats = add_categories(conn)
    rows = [
        {"Datum": "01.05.2026", "Beschreibung": "Lohn Arbeitgeber", "Betrag": "5000.00", "Konto": "AKB Melanie"},
        {"Datum": "02.05.2026", "Beschreibung": "Übertrag an Raiffeisen Marcel", "Betrag": "-1000.00", "Konto": "AKB Melanie"},
        {"Datum": "03.05.2026", "Beschreibung": "Gutschrift von AKB Melanie", "Betrag": "1000.00", "Konto": "Raiffeisen Marcel"},
        {"Datum": "04.05.2026", "Beschreibung": "Unklare Zahlung", "Betrag": "-77.00", "Konto": "AKB Melanie"},
    ]
    stats = seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label="bank.csv", income_category_id=cats["income"])
    assert stats["candidate_count"] == 4
    assert stats["income_candidate_count"] == 1
    assert stats["transfer_candidate_count"] == 2
    assert stats["review_required_count"] == 1
    candidates = list_transaction_candidates(conn)
    assert len([c for c in candidates if c["classification"] == "income_candidate"]) == 1
    assert len([c for c in candidates if c["classification"] == "transfer_candidate"]) == 2
    assert next(c for c in candidates if c["description"] == "Unklare Zahlung")["status"] == "needs_review"

def test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates() -> None:
    conn = db(); cats = add_categories(conn)
    account = confirm_create_budget_account(conn, {"name": "Budget", "account_type": "cash", "currency": "CHF"})["entity_id"]
    seed_credit_card_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Beschreibung": "APPLE", "Betrag": "9.90"}], source_file_label="card.csv", subscription_category_id=cats["abos"])
    seed_migros_candidates_from_rows(conn, [{"Datum": "02.05.2026", "Zeit": "10:00", "Filiale": "M", "Kasse": "1", "Transaktion": "A", "Artikel": "X", "Umsatz": "12.00"}], source_file_label="migros.csv", auto_category_id=cats["food"])
    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
    assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
    assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
    assert mark_candidate_transfer(conn, cid, note="own transfer")["status"] == "transfer_candidate"
    safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold"}])
    assert safe["confirmed_count"] >= 1
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type IN ('budget_transaction_candidate','budget_transaction_candidate_split')").fetchone()[0] >= 3

def test_cleanup_migros_article_candidates_marks_superseded_and_audits() -> None:
    conn = db(); add_categories(conn)
    from jarvis_finance.services.budget_imports import seed_transaction_candidates_from_rows
    seed_transaction_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Filiale": "M", "Artikel": "Brot", "Umsatz": "1.00"}], source_file_label="migros_old.csv")
    stats = cleanup_migros_article_candidates(conn, dry_run=False)
    assert stats["article_candidate_count"] == 1
    assert stats["superseded_count"] == 1
    row = list_transaction_candidates(conn, status="superseded")[0]
    assert row["status"] == "superseded"
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action='cleanup_migros_article_candidates'").fetchone()[0] == 1


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py">
ERROR [6:5] "batch_confirm_safe_candidates" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [7:5] "cleanup_migros_article_candidates" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [8:5] "create_candidate_split" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [10:5] "mark_candidate_transfer" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [11:5] "seed_bank_transfer_candidates_from_rows" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [12:5] "seed_credit_card_candidates_from_rows" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [13:5] "seed_migros_candidates_from_rows" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [14:5] "update_transaction_candidate_category" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
</diagnostics>


terminal

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


Output:
==================================== ERRORS ====================================
___ ERROR collecting tests/unit/test_budget_phase15_source_aware_imports.py ____
ImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py'.
Hint: make sure your test modules/packages have valid Python names.
Traceback:
../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
tests/unit/test_budget_phase15_source_aware_imports.py:5: in <module>
    from jarvis_finance.services.budget_imports import (
E   ImportError: cannot import name 'batch_confirm_safe_candidates' from 'jarvis_finance.services.budget_imports' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py)
=========================== short test summary info ============================
ERROR tests/unit/test_budget_phase15_source_aware_imports.py
!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!
1 error in 0.32s


RED bestätigt: Phase‑1.5 API existiert noch nicht. Jetzt implementiere ich minimal passend zu Tests: Schema v21, source-aware Importdienste, Review-Aktionen und API-Filter.


   650|            candidate_type TEXT NOT NULL CHECK(candidate_type IN ('category','budget_plan','fixed_cost')),
   651|            sheet_name TEXT NOT NULL,
   652|            category_name TEXT,
   653|            parent_category_name TEXT,
   654|            position_name TEXT,
   655|            cadence TEXT,
   656|            has_monthly_values INTEGER NOT NULL DEFAULT 0,
   657|            has_annual_value INTEGER NOT NULL DEFAULT 0,
   658|            quality_flags_json TEXT NOT NULL DEFAULT '[]',
   659|            created_at TEXT NOT NULL
   660|        );
   661|        CREATE INDEX IF NOT EXISTS idx_budget_excel_seed_candidates_dry_run ON budget_excel_seed_candidates(dry_run_id);
   662|
   663|        CREATE TABLE IF NOT EXISTS budget_seed_candidates (
   664|            seed_candidate_id TEXT PRIMARY KEY,
   665|            source_file_label TEXT NOT NULL,
   666|            source_sheet TEXT NOT NULL,
   667|            source_row_or_range TEXT,
   668|            candidate_type TEXT NOT NULL CHECK(candidate_type IN ('category','budget_plan','recurring_candidate','unclean_range')),
   669|            source_label TEXT,
   670|            proposed_category_id TEXT REFERENCES budget_categories(category_id),
   671|            proposed_parent_label TEXT,
   672|            proposed_name TEXT,
   673|            proposed_period_type TEXT CHECK(proposed_period_type IS NULL OR proposed_period_type IN ('monthly','annual','fixed_like','unclear')),
   674|            proposed_amount_text TEXT,
   675|            currency TEXT NOT NULL DEFAULT 'CHF',
   676|            confidence TEXT NOT NULL DEFAULT '0',
   677|            requires_review INTEGER NOT NULL DEFAULT 1,
   678|            status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','accepted','edited','ignored','needs_review','confirmed')),
   679|            notes TEXT,
   680|            created_at TEXT NOT NULL,
   681|            updated_at TEXT
   682|        );
   683|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_status ON budget_seed_candidates(status);
   684|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_type ON budget_seed_candidates(candidate_type);
   685|        CREATE INDEX IF NOT EXISTS idx_budget_seed_candidates_sheet ON budget_seed_candidates(source_sheet);
   686|        """
   687|    )
   688|    _add_missing_columns(conn, "budget_seed_candidates", {
   689|        "source_file_label": "TEXT",
   690|        "source_sheet": "TEXT",
   691|        "source_row_or_range": "TEXT",
   692|        "candidate_type": "TEXT",
   693|        "source_label": "TEXT",
   694|        "proposed_category_id": "TEXT REFERENCES budget_categories(category_id)",
   695|        "proposed_parent_label": "TEXT",
   696|        "proposed_name": "TEXT",
   697|        "proposed_period_type": "TEXT",
   698|        "proposed_amount_text": "TEXT",
   699|        "currency": "TEXT DEFAULT 'CHF'",
   700|        "confidence": "TEXT DEFAULT '0'",
   701|        "requires_review": "INTEGER DEFAULT 1",
   702|        "status": "TEXT DEFAULT 'pending'",
   703|        "notes": "TEXT",
   704|        "created_at": "TEXT",
   705|        "updated_at": "TEXT",
   706|    })
   707|
   708|
   709|
   710|def _create_budget_phase14_tables(conn: Connection) -> None:
   711|    conn.executescript(
   712|        """
   713|        CREATE TABLE IF NOT EXISTS budget_transaction_candidates (
   714|            transaction_candidate_id TEXT PRIMARY KEY,
   715|            source_file_label TEXT NOT NULL,
   716|            source_row_or_range TEXT,
   717|            source_type TEXT NOT NULL DEFAULT 'csv_seed',
   718|            transaction_date TEXT,
   719|            description TEXT NOT NULL,
   720|            merchant TEXT,
   721|            amount_original TEXT,
   722|            currency_original TEXT NOT NULL DEFAULT 'CHF',
   723|            proposed_category_id TEXT REFERENCES budget_categories(category_id),
   724|            proposed_category_name TEXT,
   725|            duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
   726|            confidence TEXT NOT NULL DEFAULT '0',
   727|            requires_review INTEGER NOT NULL DEFAULT 1,
   728|            status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','needs_review','ignored','confirmed','duplicate')),
   729|            notes TEXT,
   730|            created_at TEXT NOT NULL,
   731|            updated_at TEXT
   732|        );
   733|        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_status ON budget_transaction_candidates(status);
   734|        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_source ON budget_transaction_candidates(source_file_label);
   735|        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_category ON budget_transaction_candidates(proposed_category_id);
   736|        """
   737|    )
   738|
   739|
   740|def _apply_compat_migrations(conn: Connection) -> None:
   741|    _add_missing_instrument_columns(conn)
   742|    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():
   743|        _rebuild_table_with_text_columns(conn, table, text_columns)
   744|    _create_broker_bank_mapping_tables(conn)
   745|    _create_broker_import_review_items(conn)
   746|    _create_broker_import_execution_plans(conn)
   747|    _add_transaction_void_columns(conn)
   748|    _create_fx_market_data_tables(conn)
   749|    _create_instrument_import_candidates(conn)
   750|    _create_budget_phase1_tables(conn)
   751|    _create_budget_phase11_tables(conn)
   752|    _create_budget_phase14_tables(conn)
   753|
   754|
   755|def apply_migrations(conn: Connection) -> None:
   756|    conn.executescript(INITIAL_SCHEMA_SQL)
   757|    existing_initial = conn.execute("SELECT 1 FROM schema_migrations WHERE version = 1").fetchone()
   758|    if not existing_initial:
   759|        conn.execute(
   760|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   761|            (1, "001_initial_schema", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),
   762|        )
   763|    _apply_compat_migrations(conn)
   764|    existing = conn.execute("SELECT 1 FROM schema_migrations WHERE version = ?", (MIGRATION_VERSION,)).fetchone()
   765|    if not existing:
   766|        conn.execute(
   767|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   768|            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),
   769|        )
   770|    conn.commit()
   771|


Explanation:
**Considering patch migrations**

I’m thinking about patch migrations and whether to check existing statuses, since that might not allow new ones. I need to look into the original SQLite setup. Should I rebuild or just avoid the CHECK constraint? Since the existing table has it, I might need to rebuild for new statuses. Alternatively, I could create a temporary table if that simplifies things. I’ll use sqlite_master to help implement this.

patch

MIGRATION_VERSION = 20
MIGRATION_NAME = "020_budget_phase14_workview_import_candidates"

MIGRATION_VERSION = 21
MIGRATION_NAME = "021_budget_phase15_source_aware_import_rules"


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -6,8 +6,8 @@

 from .schema import INITIAL_SCHEMA_SQL

-MIGRATION_VERSION = 20
-MIGRATION_NAME = "020_budget_phase14_workview_import_candidates"
+MIGRATION_VERSION = 21
+MIGRATION_NAME = "021_budget_phase15_source_aware_import_rules"

 INSTRUMENT_OPTIONAL_COLUMNS = {
     "position_category": "TEXT",

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


def _create_budget_phase15_tables(conn: Connection) -> None:
    # Phase 1.4 created budget_transaction_candidates with a narrow CHECK on status.
    # Phase 1.5 needs explicit non-booking statuses such as covered_by_migros,
    # transfer_candidate and superseded. Rebuild once if the old CHECK is present.
    row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'").fetchone()
    if row and row["sql"] and "CHECK(status IN" in row["sql"]:
        conn.execute("ALTER TABLE budget_transaction_candidates RENAME TO budget_transaction_candidates__phase14")
        conn.executescript(
            """
            CREATE TABLE budget_transaction_candidates (
                transaction_candidate_id TEXT PRIMARY KEY,
                source_file_label TEXT NOT NULL,
                source_row_or_range TEXT,
                source_type TEXT NOT NULL DEFAULT 'csv_seed',
                transaction_date TEXT,
                description TEXT NOT NULL,
                merchant TEXT,
                amount_original TEXT,
                currency_original TEXT NOT NULL DEFAULT 'CHF',
                proposed_category_id TEXT REFERENCES budget_categories(category_id),
                proposed_category_name TEXT,
                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                confidence TEXT NOT NULL DEFAULT '0',
                requires_review INTEGER NOT NULL DEFAULT 1,
                status TEXT NOT NULL DEFAULT 'pending',
                notes TEXT,
                created_at TEXT NOT NULL,
                updated_at TEXT,
                classification TEXT,
                review_reason TEXT,
                rule_id TEXT,
                source_priority INTEGER NOT NULL DEFAULT 50,
                covered_by_source TEXT,
                receipt_key TEXT,
                linked_candidate_id TEXT,
                account_source TEXT,
                raw_fingerprint TEXT
            );
            INSERT INTO budget_transaction_candidates(
                transaction_candidate_id, source_file_label, source_row_or_range, source_type,
                transaction_date, description, merchant, amount_original, currency_original,
                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
                confidence, requires_review, status, notes, created_at, updated_at
            )
            SELECT transaction_candidate_id, source_file_label, source_row_or_range, source_type,
                transaction_date, description, merchant, amount_original, currency_original,
                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
                confidence, requires_review, status, notes, created_at, updated_at
            FROM budget_transaction_candidates__phase14;
            DROP TABLE budget_transaction_candidates__phase14;
            """
        )
    _add_missing_columns(conn, "budget_transaction_candidates", {
        "classification": "TEXT",
        "review_reason": "TEXT",
        "rule_id": "TEXT",
        "source_priority": "INTEGER NOT NULL DEFAULT 50",
        "covered_by_source": "TEXT",
        "receipt_key": "TEXT",
        "linked_candidate_id": "TEXT",
        "account_source": "TEXT",
        "raw_fingerprint": "TEXT",
    })
    conn.executescript(
        """
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_status ON budget_transaction_candidates(status);
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_source ON budget_transaction_candidates(source_file_label);
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_category ON budget_transaction_candidates(proposed_category_id);
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_classification ON budget_transaction_candidates(classification);
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_receipt ON budget_transaction_candidates(receipt_key);

        CREATE TABLE IF NOT EXISTS budget_import_line_items (
            line_item_id TEXT PRIMARY KEY,
            transaction_candidate_id TEXT NOT NULL REFERENCES budget_transaction_candidates(transaction_candidate_id),
            source_file_label TEXT NOT NULL,
            receipt_key TEXT NOT NULL,
            source_row_or_range TEXT,
            item_name TEXT,
            quantity TEXT,
            is_promotion INTEGER NOT NULL DEFAULT 0,
            amount_original TEXT,
            currency_original TEXT NOT NULL DEFAULT 'CHF',
            raw_fingerprint TEXT,
            created_at TEXT NOT NULL
        );
        CREATE INDEX IF NOT EXISTS idx_budget_import_line_items_candidate ON budget_import_line_items(transaction_candidate_id);
        CREATE INDEX IF NOT EXISTS idx_budget_import_line_items_receipt ON budget_import_line_items(receipt_key);

        CREATE TABLE IF NOT EXISTS budget_candidate_splits (
            split_id TEXT PRIMARY KEY,
            transaction_candidate_id TEXT NOT NULL REFERENCES budget_transaction_candidates(transaction_candidate_id),
            category_id TEXT REFERENCES budget_categories(category_id),
            amount_original TEXT NOT NULL,
            notes TEXT,
            created_at TEXT NOT NULL,
            updated_at TEXT
        );
        CREATE INDEX IF NOT EXISTS idx_budget_candidate_splits_candidate ON budget_candidate_splits(transaction_candidate_id);

        CREATE TABLE IF NOT EXISTS budget_import_rules (
            rule_id TEXT PRIMARY KEY,
            rule_type TEXT NOT NULL,
            pattern TEXT NOT NULL,
            source_type TEXT,
            target_action TEXT NOT NULL,
            target_category_id TEXT REFERENCES budget_categories(category_id),
            threshold_amount TEXT,
            confidence TEXT NOT NULL DEFAULT '0.80',
            is_active INTEGER NOT NULL DEFAULT 1,
            notes TEXT,
            created_at TEXT NOT NULL,
            updated_at TEXT
        );
        CREATE INDEX IF NOT EXISTS idx_budget_import_rules_active ON budget_import_rules(is_active, source_type);
        """
    )

def _apply_compat_migrations(conn: Connection) -> None:
    _add_missing_instrument_columns(conn)
    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():
        _rebuild_table_with_text_columns(conn, table, text_columns)
    _create_broker_bank_mapping_tables(conn)
    _create_broker_import_review_items(conn)
    _create_broker_import_execution_plans(conn)
    _add_transaction_void_columns(conn)
    _create_fx_market_data_tables(conn)
    _create_instrument_import_candidates(conn)
    _create_budget_phase1_tables(conn)
    _create_budget_phase11_tables(conn)
    _create_budget_phase14_tables(conn)
    _create_budget_phase15_tables(conn)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -737,6 +737,124 @@
     )

+def _create_budget_phase15_tables(conn: Connection) -> None:
+    # Phase 1.4 created budget_transaction_candidates with a narrow CHECK on status.
+    # Phase 1.5 needs explicit non-booking statuses such as covered_by_migros,
+    # transfer_candidate and superseded. Rebuild once if the old CHECK is present.
+    row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'").fetchone()
+    if row and row["sql"] and "CHECK(status IN" in row["sql"]:
+        conn.execute("ALTER TABLE budget_transaction_candidates RENAME TO budget_transaction_candidates__phase14")
+        conn.executescript(
+            """
+            CREATE TABLE budget_transaction_candidates (
+                transaction_candidate_id TEXT PRIMARY KEY,
+                source_file_label TEXT NOT NULL,
+                source_row_or_range TEXT,
+                source_type TEXT NOT NULL DEFAULT 'csv_seed',
+                transaction_date TEXT,
+                description TEXT NOT NULL,
+                merchant TEXT,
+                amount_original TEXT,
+                currency_original TEXT NOT NULL DEFAULT 'CHF',
+                proposed_category_id TEXT REFERENCES budget_categories(category_id),
+                proposed_category_name TEXT,
+                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
+                confidence TEXT NOT NULL DEFAULT '0',
+                requires_review INTEGER NOT NULL DEFAULT 1,
+                status TEXT NOT NULL DEFAULT 'pending',
+                notes TEXT,
+                created_at TEXT NOT NULL,
+                updated_at TEXT,
+                classification TEXT,
+                review_reason TEXT,
+                rule_id TEXT,
+                source_priority INTEGER NOT NULL DEFAULT 50,
+                covered_by_source TEXT,
+                receipt_key TEXT,
+                linked_candidate_id TEXT,
+                account_source TEXT,
+                raw_fingerprint TEXT
+            );
+            INSERT INTO budget_transaction_candidates(
+                transaction_candidate_id, source_file_label, source_row_or_range, source_type,
+                transaction_date, description, merchant, amount_original, currency_original,
+                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
+                confidence, requires_review, status, notes, created_at, updated_at
+            )
+            SELECT transaction_candidate_id, source_file_label, source_row_or_range, source_type,
+                transaction_date, description, merchant, amount_original, currency_original,
+                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
+                confidence, requires_review, status, notes, created_at, updated_at
+            FROM budget_transaction_candidates__phase14;
+            DROP TABLE budget_transaction_candidates__phase14;
+            """
+        )
+    _add_missing_columns(conn, "budget_transaction_candidates", {
+        "classification": "TEXT",
+        "review_reason": "TEXT",
+        "rule_id": "TEXT",
+        "source_priority": "INTEGER NOT NULL DEFAULT 50",
+        "covered_by_source": "TEXT",
+        "receipt_key": "TEXT",
+        "linked_candidate_id": "TEXT",
+        "account_source": "TEXT",
+        "raw_fingerprint": "TEXT",
+    })
+    conn.executescript(
+        """
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_status ON budget_transaction_candidates(status);
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_source ON budget_transaction_candidates(source_file_label);
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_category ON budget_transaction_candidates(proposed_category_id);
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_classification ON budget_transaction_candidates(classification);
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_receipt ON budget_transaction_candidates(receipt_key);
+
+        CREATE TABLE IF NOT EXISTS budget_import_line_items (
+            line_item_id TEXT PRIMARY KEY,
+            transaction_candidate_id TEXT NOT NULL REFERENCES budget_transaction_candidates(transaction_candidate_id),
+            source_file_label TEXT NOT NULL,
+            receipt_key TEXT NOT NULL,
+            source_row_or_range TEXT,
+            item_name TEXT,
+            quantity TEXT,
+            is_promotion INTEGER NOT NULL DEFAULT 0,
+            amount_original TEXT,
+            currency_original TEXT NOT NULL DEFAULT 'CHF',
+            raw_fingerprint TEXT,
+            created_at TEXT NOT NULL
+        );
+        CREATE INDEX IF NOT EXISTS idx_budget_import_line_items_candidate ON budget_import_line_items(transaction_candidate_id);
+        CREATE INDEX IF NOT EXISTS idx_budget_import_line_items_receipt ON budget_import_line_items(receipt_key);
+
+        CREATE TABLE IF NOT EXISTS budget_candidate_splits (
+            split_id TEXT PRIMARY KEY,
+            transaction_candidate_id TEXT NOT NULL REFERENCES budget_transaction_candidates(transaction_candidate_id),
+            category_id TEXT REFERENCES budget_categories(category_id),
+            amount_original TEXT NOT NULL,
+            notes TEXT,
+            created_at TEXT NOT NULL,
+            updated_at TEXT
+        );
+        CREATE INDEX IF NOT EXISTS idx_budget_candidate_splits_candidate ON budget_candidate_splits(transaction_candidate_id);
+
+        CREATE TABLE IF NOT EXISTS budget_import_rules (
+            rule_id TEXT PRIMARY KEY,
+            rule_type TEXT NOT NULL,
+            pattern TEXT NOT NULL,
+            source_type TEXT,
+            target_action TEXT NOT NULL,
+            target_category_id TEXT REFERENCES budget_categories(category_id),
+            threshold_amount TEXT,
+            confidence TEXT NOT NULL DEFAULT '0.80',
+            is_active INTEGER NOT NULL DEFAULT 1,
+            notes TEXT,
+            created_at TEXT NOT NULL,
+            updated_at TEXT
+        );
+        CREATE INDEX IF NOT EXISTS idx_budget_import_rules_active ON budget_import_rules(is_active, source_type);
+        """
+    )
+
+
 def _apply_compat_migrations(conn: Connection) -> None:
     _add_missing_instrument_columns(conn)
     for table, text_columns in TEXT_AFFINITY_COLUMNS.items():
@@ -750,6 +868,7 @@
     _create_budget_phase1_tables(conn)
     _create_budget_phase11_tables(conn)
     _create_budget_phase14_tables(conn)
+    _create_budget_phase15_tables(conn)

 def apply_migrations(conn: Connection) -> None:


Explanation:
**Modifying budget_imports**

I need to modify the budget_imports extensively, and using the write full file option might make things easier. It’s crucial to preserve existing functions while adding new ones, so I’ll rewrite everything to ensure that all categories and tests are exact. I’ve got to confirm that the preview looks okay and ensure we can detect duplicate amounts without losing the sign for bank negative decimal returns. I wonder if I'll need to add API import functions later on too.

from __future__ import annotations

import csv
import hashlib
import json
import re
from collections import defaultdict
from dataclasses import dataclass
from datetime import datetime, timedelta
from decimal import Decimal, InvalidOperation
from sqlite3 import Connection
from typing import Any

from fastapi import HTTPException

from jarvis_finance.audit.log import record_audit_event
from jarvis_finance.services.budget_common import new_id, now, row_to_dict
from jarvis_finance.services.budget_transactions import confirm_budget_transaction

SUBSCRIPTION_PATTERNS = ["APPLE", "APPLE.COM", "GOOGLE", "AMAZON PRIME", "NETFLIX", "DISNEY", "DISNEYPLUS"]
MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM ", "M "]
GALAXUS_PATTERNS = ["GALAXUS"]
INCOME_PATTERNS = ["LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT"]
TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "MARCEL", "MELANIE", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "GUTSCHRIFT VON"]

def _decimal_text(value: object) -> str | None:
    if value in (None, ""):
        return None
    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-")
    text = text.replace("+", "")
    if text.count(",") == 1 and text.count(".") == 0:
        text = text.replace(",", ".")
    text = text.replace(" ", "")
    try:
        return format(abs(Decimal(text)), "f")
    except (InvalidOperation, ValueError):
        return None

def _signed_decimal(value: object) -> Decimal | None:
    if value in (None, ""):
        return None
    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-").replace("+", "")
    if text.count(",") == 1 and text.count(".") == 0:
        text = text.replace(",", ".")
    text = text.replace(" ", "")
    try:
        return Decimal(text)
    except (InvalidOperation, ValueError):
        return None

def _normalise(value: object) -> str:
    return str(value or "").strip().lower().replace("ä", "ae").replace("ö", "oe").replace("ü", "ue").replace("\ufeff", "")

def _upper_ascii(value: object) -> str:
    return _normalise(value).upper()

def _date_text(value: object) -> str | None:
    text = str(value or "").strip()
    if not text:
        return None
    if re.match(r"^\d{4}-\d{2}-\d{2}", text):
        return text[:10]
    m = re.match(r"^(\d{1,2})\.(\d{1,2})\.(\d{4})", text)
    if m:
        d, mo, y = m.groups()
        return f"{y}-{int(mo):02d}-{int(d):02d}"
    return text[:10] if len(text) >= 10 else None

def _category_name(conn: Connection, category_id: str | None) -> str | None:
    if not category_id:
        return None
    row = conn.execute("SELECT name FROM budget_categories WHERE category_id=?", (category_id,)).fetchone()
    return str(row["name"]) if row else None

def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:
    cats = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1").fetchall()
    for needle in needles:
        n = _normalise(needle)
        for cat in cats:
            if n and (n in _normalise(cat["name"]) or _normalise(cat["name"]) in n):
                return str(cat["category_id"]), str(cat["name"])
    return None, None

def suggest_category(conn: Connection, description: str, source_label: str = "") -> tuple[str | None, str | None, str, bool]:
    text = _normalise(f"{source_label} {description}")
    if "migros" in text or "cumulus" in text:
        cid, cname = _category_by_name(conn, ["Essen & Haushalt", "Grosseinkauf", "Essen", "Haushalt", "Leben"])
        return cid, cname or "Essen & Haushalt / Grosseinkauf", "0.80", cid is None
    keyword_map = [
        (["krankenkasse", "versicherung", "axa", "zurich", "css", "helsana"], ["Versicherungen", "Krankenkasse"]),
        (["coop", "denner", "aldi", "lidl"], ["Essen", "Haushalt", "Leben"]),
        (["sbb", "zug", "bahn", "parking", "tankstelle", "mazda"], ["Mobilität", "Auto"]),
        (["lohn", "salary", "einkommen", "gutschrift"], ["Einnahmen", "Lohn"]),
    ]
    for words, cats in keyword_map:
        if any(w in text for w in words):
            cid, cname = _category_by_name(conn, cats)
            return cid, cname or cats[0], "0.65", cid is None
    return None, None, "0.20", True

def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:
    if not tx_date or not amount:
        return None
    row = conn.execute(
        """
        SELECT budget_transaction_id FROM budget_transactions
        WHERE transaction_date=? AND status IN ('confirmed','reversed')
          AND COALESCE(amount_chf, amount_original)=?
          AND lower(description)=lower(?)
        ORDER BY created_at LIMIT 1
        """,
        (tx_date, amount, description),
    ).fetchone()
    return str(row["budget_transaction_id"]) if row else None

def _candidate_key(source_label: str, row_ref: str, tx_date: str | None, amount: str | None, description: str) -> str:
    raw = "|".join([source_label, row_ref, tx_date or "", amount or "", description])
    return hashlib.sha256(raw.encode("utf-8")).hexdigest()[:24]

def _fingerprint(parts: list[object]) -> str:
    raw = "|".join(str(p or "").strip() for p in parts)
    return hashlib.sha256(raw.encode("utf-8")).hexdigest()[:32]

def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:
    existing = conn.execute(
        """
        SELECT 1 FROM budget_transaction_candidates
        WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?
          AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')
        """,
        (row["source_file_label"], row.get("source_row_or_range"), row.get("transaction_date"), row["description"], row.get("amount_original")),
    ).fetchone()
    if existing:
        return False
    conn.execute(
        """
        INSERT INTO budget_transaction_candidates(
          transaction_candidate_id, source_file_label, source_row_or_range, source_type,
          transaction_date, description, merchant, amount_original, currency_original,
          proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
          confidence, requires_review, status, notes, created_at, updated_at,
          classification, review_reason, rule_id, source_priority, covered_by_source,
          receipt_key, linked_candidate_id, account_source, raw_fingerprint
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
        """,
        (
            row["transaction_candidate_id"], row["source_file_label"], row.get("source_row_or_range"), row.get("source_type") or "csv_seed",
            row.get("transaction_date"), row["description"], row.get("merchant"), row.get("amount_original"), row.get("currency_original") or "CHF",
            row.get("proposed_category_id"), row.get("proposed_category_name"), row.get("duplicate_of_transaction_id"),
            row.get("confidence") or "0", 1 if row.get("requires_review", True) else 0, row.get("status") or "pending", row.get("notes"), row["created_at"], row["updated_at"],
            row.get("classification"), row.get("review_reason"), row.get("rule_id"), row.get("source_priority") or 50, row.get("covered_by_source"),
            row.get("receipt_key"), row.get("linked_candidate_id"), row.get("account_source"), row.get("raw_fingerprint"),
        ),
    )
    return True

def seed_transaction_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]] | list[list[Any]], *, source_file_label: str, source_type: str = "csv_seed") -> dict[str, int]:
    created = duplicates = review = suggested = ignored = confirmed = 0
    for idx, raw in enumerate(rows, start=1):
        if isinstance(raw, dict):
            low = {_normalise(k): v for k, v in raw.items()}
            description = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("artikel") or low.get("merchant") or low.get("merchantname") or low.get("haendler") or "").strip()
            merchant = str(low.get("merchant") or low.get("merchantname") or low.get("filiale") or low.get("haendler") or "").strip() or None
            tx_date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum") or low.get("valutadate"))
            amount = _decimal_text(low.get("betrag") or low.get("amount") or low.get("umsatz") or low.get("wert") or low.get("originalamount"))
        else:
            cells = [str(c).strip() for c in raw]
            description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), "")
            merchant = None
            tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)
            amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)
        if not description or not amount:
            ignored += 1
            continue
        cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)
        dup = _duplicate_of(conn, tx_date, amount, description)
        status = "duplicate" if dup else ("needs_review" if needs_review else "pending")
        if dup:
            duplicates += 1
        if cid:
            suggested += 1
        if needs_review:
            review += 1
        ts = now()
        row_ref = f"R{idx}"
        inserted = _insert_candidate(conn, {
            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, description),
            "source_file_label": source_file_label,
            "source_row_or_range": row_ref,
            "source_type": source_type,
            "transaction_date": tx_date,
            "description": description[:300],
            "merchant": merchant,
            "amount_original": amount,
            "currency_original": "CHF",
            "proposed_category_id": cid,
            "proposed_category_name": cname,
            "duplicate_of_transaction_id": dup,
            "confidence": conf,
            "requires_review": needs_review or bool(dup),
            "status": status,
            "notes": "mvp_light_category_suggestion",
            "classification": "legacy_csv_seed",
            "review_reason": "legacy_seed_review" if needs_review else "legacy_seed_suggested",
            "raw_fingerprint": _fingerprint([source_file_label, row_ref, tx_date, amount, description]),
            "created_at": ts,
            "updated_at": ts,
        })
        if inserted:
            created += 1
    conn.commit()
    return {"candidate_count": created, "suggested_count": suggested, "review_required_count": review, "possible_duplicate_count": duplicates, "ignored_count": ignored, "confirmed_count": confirmed}

def seed_transaction_candidates_from_csv_text(conn: Connection, text: str, *, source_file_label: str, source_type: str = "csv_seed") -> dict[str, int]:
    sample = text[:4096]
    dialect = csv.Sniffer().sniff(sample, delimiters=",;\t") if sample.strip() else csv.excel
    reader = csv.DictReader(text.splitlines(), dialect=dialect)
    if reader.fieldnames:
        return seed_transaction_candidates_from_rows(conn, list(reader), source_file_label=source_file_label, source_type=source_type)
    return seed_transaction_candidates_from_rows(conn, list(csv.reader(text.splitlines(), dialect=dialect)), source_file_label=source_file_label, source_type=source_type)

def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = "50.00") -> dict[str, int]:
    threshold = Decimal(threshold_chf)
    auto_category_name = _category_name(conn, auto_category_id)
    grouped: dict[str, list[tuple[int, dict[str, Any]]]] = defaultdict(list)
    ignored = 0
    for idx, raw in enumerate(rows, start=1):
        low = {_normalise(k): v for k, v in raw.items()}
        tx_date = _date_text(low.get("datum") or low.get("date"))
        time = str(low.get("zeit") or low.get("time") or "").strip()
        store = str(low.get("filiale") or low.get("store") or "Migros").strip()
        register = str(low.get("kasse") or low.get("kassennummer") or low.get("register") or "").strip()
        txn = str(low.get("transaktion") or low.get("transaktionsnummer") or low.get("bon") or low.get("bon-id") or "").strip()
        amount = _decimal_text(low.get("umsatz") or low.get("betrag") or low.get("amount"))
        if not tx_date or not amount:
            ignored += 1
            continue
        key = _fingerprint([tx_date, time, store, register, txn])
        grouped[key].append((idx, raw))
    created = auto = review = line_count = 0
    for key, items in grouped.items():
        first_low = {_normalise(k): v for k, v in items[0][1].items()}
        tx_date = _date_text(first_low.get("datum") or first_low.get("date"))
        time = str(first_low.get("zeit") or first_low.get("time") or "").strip()
        store = str(first_low.get("filiale") or first_low.get("store") or "Migros").strip() or "Migros"
        register = str(first_low.get("kasse") or first_low.get("kassennummer") or first_low.get("register") or "").strip()
        txn = str(first_low.get("transaktion") or first_low.get("transaktionsnummer") or first_low.get("bon") or first_low.get("bon-id") or "").strip()
        total = sum(Decimal(_decimal_text(({_normalise(k): v for k, v in raw.items()}).get("umsatz") or ({_normalise(k): v for k, v in raw.items()}).get("betrag") or ({_normalise(k): v for k, v in raw.items()}).get("amount")) or "0") for _, raw in items)
        amount = format(total, "f")
        needs_review = total >= threshold or not auto_category_id
        status = "needs_review" if needs_review else "pending"
        classification = "migros_review_over_threshold" if needs_review else "migros_auto_under_threshold"
        review_reason = "migros_receipt_over_threshold" if needs_review else "migros_receipt_under_threshold_auto"
        row_ref = f"BON:{tx_date}:{time}:{store}:{register}:{txn}"[:180]
        ts = now()
        candidate_id = "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, "Migros Bon")
        inserted = _insert_candidate(conn, {
            "transaction_candidate_id": candidate_id,
            "source_file_label": source_file_label,
            "source_row_or_range": row_ref,
            "source_type": "migros_receipt",
            "transaction_date": tx_date,
            "description": f"Migros Bon {store}"[:300],
            "merchant": store,
            "amount_original": amount,
            "currency_original": "CHF",
            "proposed_category_id": None if needs_review else auto_category_id,
            "proposed_category_name": None if needs_review else auto_category_name,
            "confidence": "0.90" if not needs_review else "0.60",
            "requires_review": needs_review,
            "status": status,
            "notes": json.dumps({"threshold_chf": threshold_chf, "line_items": len(items)}, ensure_ascii=False),
            "classification": classification,
            "review_reason": review_reason,
            "rule_id": "migros_under_threshold_auto" if not needs_review else "migros_over_threshold_review",
            "source_priority": 90,
            "receipt_key": key,
            "raw_fingerprint": key,
            "created_at": ts,
            "updated_at": ts,
        })
        if inserted:
            created += 1
            auto += 0 if needs_review else 1
            review += 1 if needs_review else 0
            for idx, raw in items:
                low = {_normalise(k): v for k, v in raw.items()}
                item_amount = _decimal_text(low.get("umsatz") or low.get("betrag") or low.get("amount"))
                conn.execute(
                    """
                    INSERT OR IGNORE INTO budget_import_line_items(
                        line_item_id, transaction_candidate_id, source_file_label, receipt_key,
                        source_row_or_range, item_name, quantity, is_promotion, amount_original,
                        currency_original, raw_fingerprint, created_at
                    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)
                    """,
                    ("bline_" + _fingerprint([source_file_label, key, idx]), candidate_id, source_file_label, key, f"R{idx}", str(low.get("artikel") or low.get("article") or "").strip(), str(low.get("menge") or low.get("quantity") or "").strip() or None, 1 if _normalise(low.get("aktion") or "") in {"1", "true", "ja", "yes"} else 0, item_amount, _fingerprint([source_file_label, idx, raw]), ts),
                )
                line_count += 1
    conn.commit()
    return {"receipt_candidate_count": created, "candidate_count": created, "line_item_count": line_count, "auto_assigned_count": auto, "review_required_count": review, "ignored_count": ignored}

def _matches_any(text: str, patterns: list[str]) -> bool:
    upper = _upper_ascii(text)
    return any(p in upper for p in patterns)

def seed_credit_card_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, subscription_category_id: str | None = None, migros_covered: bool = True) -> dict[str, int]:
    sub_name = _category_name(conn, subscription_category_id)
    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()
        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:
            ignored += 1; continue
        is_sub = _matches_any(desc, SUBSCRIPTION_PATTERNS)
        is_galaxus = _matches_any(desc, GALAXUS_PATTERNS)
        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_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
        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}"
        if _insert_candidate(conn, {
            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, desc),
            "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": "credit_card_csv",
            "transaction_date": tx_date, "description": desc[:300], "merchant": desc[:120], "amount_original": amount, "currency_original": "CHF",
            "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
            "confidence": conf, "requires_review": needs_review, "status": status, "notes": reason,
            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 70,
            "covered_by_source": covered_by, "raw_fingerprint": _fingerprint([source_file_label, row_ref, tx_date, amount, desc]), "created_at": ts, "updated_at": ts,
        }):
            created += 1
    conn.commit()
    return {"candidate_count": created, "subscription_auto_count": subs, "galaxus_review_count": galaxus, "covered_by_migros_count": covered, "possible_duplicate_count": dup_count, "review_required_count": review, "ignored_count": ignored}

@dataclass
class _BankRow:
    idx: int
    date: str | None
    desc: str
    amount_abs: str
    amount_signed: Decimal
    account: str | None

def _bank_rows(rows: list[dict[str, Any]]) -> list[_BankRow]:
    parsed = []
    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("name") or "").strip()
        date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
        signed = _signed_decimal(low.get("betrag") or low.get("amount") or low.get("umsatz"))
        if not desc or signed is None:
            continue
        parsed.append(_BankRow(idx, date, desc, format(abs(signed), "f"), signed, str(low.get("konto") or low.get("account") or "").strip() or None))
    return parsed

def _find_transfer_indices(rows: list[_BankRow]) -> set[int]:
    indices: set[int] = set()
    for i, left in enumerate(rows):
        for right in rows[i + 1:]:
            if left.amount_abs != right.amount_abs or left.amount_signed * right.amount_signed >= 0:
                continue
            if left.date and right.date:
                d1 = datetime.fromisoformat(left.date); d2 = datetime.fromisoformat(right.date)
                if abs((d1 - d2).days) > 3:
                    continue
            joined = f"{left.desc} {right.desc} {left.account or ''} {right.account or ''}"
            if _matches_any(joined, TRANSFER_PATTERNS):
                indices.add(left.idx); indices.add(right.idx)
    return indices

def seed_bank_transfer_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, income_category_id: str | None = None) -> dict[str, int]:
    parsed = _bank_rows(rows)
    transfer_indices = _find_transfer_indices(parsed)
    income_name = _category_name(conn, income_category_id)
    created = income = transfer = review = dup_count = 0
    for br in parsed:
        dup = _duplicate_of(conn, br.date, br.amount_abs, br.desc)
        category_id = None; category_name = None; status = "needs_review"; needs_review = True; classification = "bank_review"; reason = "bank_payment_unclear"; tx_type = "expense" if br.amount_signed < 0 else "income"; conf = "0.50"
        if br.idx in transfer_indices:
            status = "transfer_candidate"; needs_review = True; classification = "transfer_candidate"; reason = "possible_internal_transfer"; tx_type = "transfer"; conf = "0.85"; transfer += 1
        elif br.amount_signed > 0 and _matches_any(br.desc, INCOME_PATTERNS):
            category_id = income_category_id; category_name = income_name; status = "pending"; needs_review = False; classification = "income_candidate"; reason = "income_pattern"; tx_type = "income"; conf = "0.85"; income += 1
        elif dup:
            status = "duplicate"; classification = "possible_duplicate"; reason = "matched_existing_transaction"; dup_count += 1
        else:
            review += 1
        ts = now(); row_ref = f"R{br.idx}"
        if _insert_candidate(conn, {
            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, br.date, br.amount_abs, br.desc),
            "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": "bank_csv",
            "transaction_date": br.date, "description": br.desc[:300], "merchant": None, "amount_original": br.amount_abs, "currency_original": "CHF",
            "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
            "confidence": conf, "requires_review": needs_review, "status": status, "notes": json.dumps({"transaction_type": tx_type, "reason": reason}, ensure_ascii=False),
            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 80,
            "account_source": br.account, "raw_fingerprint": _fingerprint([source_file_label, row_ref, br.date, br.amount_abs, br.desc, br.account]), "created_at": ts, "updated_at": ts,
        }):
            created += 1
    conn.commit()
    return {"candidate_count": created, "income_candidate_count": income, "transfer_candidate_count": transfer, "review_required_count": review, "possible_duplicate_count": dup_count}

def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None) -> list[dict[str, Any]]:
    clauses=[]; params=[]
    if status:
        clauses.append("status=?"); params.append(status)
    if tab:
        mapping = {
            "auto": "requires_review=0 AND status='pending'",
            "review": "requires_review=1 AND status IN ('needs_review','pending','transfer_candidate','duplicate')",
            "duplicates": "status='duplicate'",
            "transfers": "classification='transfer_candidate' OR status='transfer_candidate'",
            "galaxus": "classification='galaxus_review'",
            "migros_over_50": "classification='migros_review_over_threshold'",
            "bank": "source_type='bank_csv'",
            "income": "classification='income_candidate'",
            "ignored": "status IN ('ignored','covered_by_migros','superseded')",
        }
        if tab in mapping:
            clauses.append(mapping[tab])
    where = "WHERE " + " AND ".join(clauses) if clauses else ""
    rows = conn.execute(f"SELECT * FROM budget_transaction_candidates {where} ORDER BY created_at DESC LIMIT 500", params).fetchall()
    return [row_to_dict(r) | {"requires_review": bool(r["requires_review"])} for r in rows]

def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    payload = payload or {}
    cat_id = payload.get("category_id") or row["proposed_category_id"]
    notes = row["notes"] or ""
    tx_type = payload.get("transaction_type") or "expense"
    try:
        meta = json.loads(notes) if notes and notes.startswith("{") else {}
        tx_type = payload.get("transaction_type") or meta.get("transaction_type") or tx_type
    except json.JSONDecodeError:
        pass
    return {
        "preview_id": new_id("preview"),
        "summary": "Buchungskandidat übernehmen",
        "warnings": ["Möglicher Duplikat-Treffer"] if row["duplicate_of_transaction_id"] else ([] if cat_id or tx_type == "transfer" else ["Kategorie fehlt"]),
        "payload": {
            "account_id": payload.get("account_id"),
            "transaction_type": tx_type,
            "transaction_date": payload.get("transaction_date") or row["transaction_date"],
            "description": payload.get("description") or row["description"],
            "payee": payload.get("payee") or row["merchant"],
            "amount_original": row["amount_original"],
            "currency_original": row["currency_original"],
            "category_id": cat_id,
            "source_type": row["source_type"] or "import_candidate_later",
            "notes": f"Confirmed from transaction candidate {candidate_id}",
        },
    }

def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    if row["status"] == "confirmed":
        raise HTTPException(status_code=409, detail="candidate already confirmed")
    if row["status"] in {"covered_by_migros", "superseded", "ignored"}:
        raise HTTPException(status_code=409, detail="candidate is not confirmable")
    preview = preview_transaction_candidate(conn, candidate_id, payload)
    result = confirm_budget_transaction(conn, preview["payload"])
    ts = now()
    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', updated_at=? WHERE transaction_candidate_id=?", (ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "confirmed", "transaction_id": result["entity_id"]}, created_by="user")
    conn.commit()
    return {"status": "confirmed", "entity_id": result["entity_id"], "audit_id": audit_id, "message": "Buchungskandidat übernommen"}

def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    ts = now()
    conn.execute("UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?", (note, ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="ignore", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "ignored"}, created_by="user")
    conn.commit()
    return {"status": "ignored", "entity_id": candidate_id, "audit_id": audit_id, "message": "Buchungskandidat ignoriert"}

def update_transaction_candidate_category(conn: Connection, candidate_id: str, category_id: str, note: str | None = None) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    if not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (category_id,)).fetchone():
        raise HTTPException(status_code=422, detail="active category not found")
    cname = _category_name(conn, category_id)
    ts = now()
    conn.execute("UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, requires_review=0, status='pending', review_reason='user_category_override', updated_at=? WHERE transaction_candidate_id=?", (category_id, cname, ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="update_category", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values=row_to_dict(row), new_values={"category_id": category_id, "category_name": cname}, user_text_note=note, created_by="user")
    conn.commit()
    return {"status": "updated", "entity_id": candidate_id, "audit_id": audit_id}

def create_candidate_split(conn: Connection, candidate_id: str, splits: list[dict[str, Any]]) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    if not splits:
        raise HTTPException(status_code=422, detail="splits required")
    ts = now()
    conn.execute("DELETE FROM budget_candidate_splits WHERE transaction_candidate_id=?", (candidate_id,))
    for split in splits:
        amount = _decimal_text(split.get("amount_original"))
        if not amount:
            raise HTTPException(status_code=422, detail="split amount required")
        conn.execute("INSERT INTO budget_candidate_splits(split_id, transaction_candidate_id, category_id, amount_original, notes, created_at, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?)", (new_id("bcsplit"), candidate_id, split.get("category_id"), amount, split.get("notes"), ts, ts))
    conn.execute("UPDATE budget_transaction_candidates SET requires_review=1, status='needs_review', review_reason='split_pending_confirm', updated_at=? WHERE transaction_candidate_id=?", (ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="split", entity_type="budget_transaction_candidate_split", entity_id=candidate_id, new_values={"split_count": len(splits)}, created_by="user")
    conn.commit()
    return {"status": "split_created", "entity_id": candidate_id, "split_count": len(splits), "audit_id": audit_id}

def mark_candidate_transfer(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    ts = now()
    conn.execute("UPDATE budget_transaction_candidates SET status='transfer_candidate', classification='transfer_candidate', requires_review=1, review_reason='user_marked_transfer', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?", (note, ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="mark_transfer", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "transfer_candidate"}, user_text_note=note, created_by="user")
    conn.commit()
    return {"status": "transfer_candidate", "entity_id": candidate_id, "audit_id": audit_id}

def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str]) -> dict[str, int]:
    allowed = {"subscription_auto", "migros_auto_under_threshold", "income_candidate"}
    confirmed = skipped = 0
    for cid in candidate_ids:
        row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
        if not row or row["classification"] not in allowed or row["status"] != "pending" or row["requires_review"]:
            skipped += 1
            continue
        confirm_transaction_candidate(conn, cid, {"account_id": account_id})
        confirmed += 1
    record_audit_event(conn, source="vue_dashboard", action="batch_confirm_safe_candidates", entity_type="budget_transaction_candidate", entity_id="batch", new_values={"confirmed_count": confirmed, "skipped_count": skipped}, created_by="user")
    conn.commit()
    return {"confirmed_count": confirmed, "skipped_count": skipped}

def cleanup_migros_article_candidates(conn: Connection, *, dry_run: bool = True) -> dict[str, int]:
    where = """
        status IN ('pending','needs_review','duplicate')
        AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')
        AND COALESCE(source_type,'') NOT IN ('migros_receipt')
    """
    rows = conn.execute(f"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {where}").fetchall()
    count = len(rows)
    if dry_run:
        return {"article_candidate_count": count, "superseded_count": 0, "dry_run": 1}
    ts = now()
    conn.execute(f"UPDATE budget_transaction_candidates SET status='superseded', review_reason='superseded_by_migros_receipt_aggregation', updated_at=? WHERE {where}", (ts,))
    audit_id = record_audit_event(conn, source="budget_phase15_cleanup", action="cleanup_migros_article_candidates", entity_type="budget_transaction_candidate", entity_id="migros_article_candidates", new_values={"article_candidate_count": count, "status": "superseded"}, created_by="agent")
    conn.commit()
    return {"article_candidate_count": count, "superseded_count": count, "audit_id": audit_id, "dry_run": 0}


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py">
ERROR [591:86] Type "dict[str, int | str]" is not assignable to return type "dict[str, int]"
  "str" is not assignable to "int" [reportReturnType] (Pyright)
</diagnostics>


terminal

Output:
.F.F.                                                                    [100%]
=================================== FAILURES ===================================
_ test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection _

    def test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection() -> None:
        conn = db(); cats = add_categories(conn)
        account = confirm_create_budget_account(conn, {"name": "Karte", "account_type": "credit_card", "currency": "CHF"})["entity_id"]
        from jarvis_finance.services.budget_transactions import confirm_budget_transaction
        confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-05-04", "description": "NETFLIX", "amount_original": "19.90", "currency_original": "CHF", "category_id": cats["abos"]})
        rows = [
            {"Datum": "01.05.2026", "Beschreibung": "APPLE.COM/BILL", "Betrag": "9.90"},
            {"Datum": "02.05.2026", "Beschreibung": "Galaxus Zürich", "Betrag": "120.00"},
            {"Datum": "03.05.2026", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
            {"Datum": "04.05.2026", "Beschreibung": "NETFLIX", "Betrag": "19.90"},
        ]
        stats = seed_credit_card_candidates_from_rows(conn, rows, source_file_label="card.csv", subscription_category_id=cats["abos"], migros_covered=True)
        assert stats["candidate_count"] == 4
>       assert stats["subscription_auto_count"] == 2
E       assert 1 == 2

tests/unit/test_budget_phase15_source_aware_imports.py:72: AssertionError
_ test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates _

    def test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates() -> None:
        conn = db(); cats = add_categories(conn)
        account = confirm_create_budget_account(conn, {"name": "Budget", "account_type": "cash", "currency": "CHF"})["entity_id"]
        seed_credit_card_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Beschreibung": "APPLE", "Betrag": "9.90"}], source_file_label="card.csv", subscription_category_id=cats["abos"])
        seed_migros_candidates_from_rows(conn, [{"Datum": "02.05.2026", "Zeit": "10:00", "Filiale": "M", "Kasse": "1", "Transaktion": "A", "Artikel": "X", "Umsatz": "12.00"}], source_file_label="migros.csv", auto_category_id=cats["food"])
        cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
        assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
        assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
        assert mark_candidate_transfer(conn, cid, note="own transfer")["status"] == "transfer_candidate"
>       safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold"}])
               ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

tests/unit/test_budget_phase15_source_aware_imports.py:111:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
src/jarvis_finance/services/budget_imports.py:570: in batch_confirm_safe_candidates
    confirm_transaction_candidate(conn, cid, {"account_id": account_id})
src/jarvis_finance/services/budget_imports.py:499: in confirm_transaction_candidate
    result = confirm_budget_transaction(conn, preview["payload"])
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

conn = <sqlite3.Connection object at 0x772e80bd0130>
payload = {'account_id': 'bacc_5b8cc320b37a4760', 'amount_original': '12.00', 'category_id': 'bcat_food_household', 'currency_original': 'CHF', ...}

    def confirm_budget_transaction(conn: Connection, payload: dict) -> dict:
        tx = _normalise_tx_payload(conn, payload)
        if tx["category_id"] and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=?", (tx["category_id"],)).fetchone():
            raise HTTPException(status_code=422, detail="category not found")
        ts = now()
>       conn.execute(
            """
            INSERT INTO budget_transactions(
                budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
                reversal_of_transaction_id
            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?)
            """,
            (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"]),
        )
E       sqlite3.IntegrityError: CHECK constraint failed: source_type IN ('manual','import_candidate_later','system')

src/jarvis_finance/services/budget_transactions.py:89: IntegrityError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates
2 failed, 3 passed in 0.40s


Tests sind jetzt sinnvoll rot/grün gemischt: zwei konkrete Lücken — Subscription-Zählung bei Duplikaten und Confirm-Source-Type-Constraint. Ich korrigiere minimal.

Explanation:
**Clarifying subscription counting**

I’m considering how to handle subscription counts, especially if duplicates on Netflix should be included. The user mentioned something about auto subscriptions possibly being duplicates as well. I think I need to increment the count before checking for duplicates. It seems I should confirm the source type and consider importing candidates later to satisfy the necessary checks. It’s important to get this right!

patch

        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_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
        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

        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; 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