patch

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

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


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

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

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


Datum / Quelle	Händler / Beschreibung	Kategorie-Vorschlag	Grund / Regel	Status	Aktionen

Quelle	Beschreibung	Vorschlag	Reason	Status	Aktion


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -19,7 +19,7 @@

-

Quelle	Beschreibung	Vorschlag	Reason	Status	Aktion

+

Datum / Quelle	Händler / Beschreibung	Kategorie-Vorschlag	Grund / Regel	Status	Aktionen

               {{ item.source_type }}{{ item.source_file_label }}{{ item.source_row_or_range }}

No linter for .vue files


{{ item.transaction_date || '—' }}{{ item.source_type }}{{ item.source_file_label }}{{ item.source_row_or_range }}
              {{ item.merchant || item.description }}{{ item.description }}{{ item.account_source }}
              {{ item.proposed_category_name || 'Review nötig' }}Confidence {{ item.confidence }}mögliches Duplikat
              {{ item.rule_name || item.classification || '—' }}{{ item.review_reason || item.notes }}{{ item.rule_id }}covered by {{ item.covered_by_source }}

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


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -22,10 +22,10 @@

Datum / Quelle	Händler / Beschreibung	Kategorie-Vorschlag	Grund / Regel	Status	Aktionen

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

No linter for .vue files


<select v-model="status" class="rounded-lg border border-slate-700 bg-slate-950 px-3 py-2 text-sm text-white"><option value="">alle Status</option><option>pending</option><option>needs_review</option><option>duplicate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -13,7 +13,7 @@
         <button v-for="tab in tabs" :key="tab.key" class="rounded-full border px-3 py-1.5 text-xs font-semibold" :class="activeTab === tab.key ? 'border-cyan-400 bg-cyan-400/10 text-cyan-200' : 'border-slate-700 text-slate-400'" @click="setTab(tab.key)">{{ tab.label }}</button>
       </div>
       <div class="mt-4 flex flex-wrap items-center gap-3">
-        <select v-model="status" class="rounded-lg border border-slate-700 bg-slate-950 px-3 py-2 text-sm text-white"><option value="">alle Status</option><option>pending</option><option>needs_review</option><option>duplicate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>
+        <select v-model="status" class="rounded-lg border border-slate-700 bg-slate-950 px-3 py-2 text-sm text-white"><option value="">alle Status</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>
         <button class="rounded-lg bg-cyan-500 px-4 py-2 text-sm font-semibold text-slate-950" @click="load">Aktualisieren</button>
         <button class="rounded-lg border border-emerald-500/60 px-4 py-2 text-sm font-semibold text-emerald-200" @click="batchInfo">Batch Confirm sichere Auto-Kandidaten</button>
       </div>

No linter for .vue files


const tabs = [
  { key: '', label: 'Alle' },
  { key: 'auto', label: 'Auto-zugeordnet' },
  { key: 'review', label: 'Review nötig' },
  { key: 'subscriptions', label: 'Abos' },
  { key: 'galaxus', label: 'Galaxus/Digitec' },
  { key: 'migros_over_50', label: 'Migros über 50 CHF' },
  { key: 'health', label: 'Gesundheit' },
  { key: 'auto_transport', label: 'Auto/Transport' },
  { key: 'shopping', label: 'Shopping' },
  { key: 'pets', label: 'Haustiere' },
  { key: 'unclear', label: 'Sonstiges/Unklar' },
  { key: 'covered_by_migros', label: 'Covered by Migros' },
  { key: 'duplicates', label: 'Mögliche Duplikate' }
]

const tabs = [
  { key: '', label: 'Alle' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'review', label: 'Review nötig' }, { key: 'duplicates', label: 'Mögliche Duplikate' },
  { key: 'transfers', label: 'Interne Transfers' }, { key: 'galaxus', label: 'Galaxus' }, { key: 'migros_over_50', label: 'Migros über 50 CHF' },
  { key: 'bank', label: 'Banküberweisungen' }, { key: 'income', label: 'Einnahmen' }, { key: 'ignored', label: 'Ignoriert / covered_by_source' }
]


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -52,9 +52,19 @@
 const error = ref('')
 const message = ref('')
 const tabs = [
-  { key: '', label: 'Alle' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'review', label: 'Review nötig' }, { key: 'duplicates', label: 'Mögliche Duplikate' },
-  { key: 'transfers', label: 'Interne Transfers' }, { key: 'galaxus', label: 'Galaxus' }, { key: 'migros_over_50', label: 'Migros über 50 CHF' },
-  { key: 'bank', label: 'Banküberweisungen' }, { key: 'income', label: 'Einnahmen' }, { key: 'ignored', label: 'Ignoriert / covered_by_source' }
+  { key: '', label: 'Alle' },
+  { key: 'auto', label: 'Auto-zugeordnet' },
+  { key: 'review', label: 'Review nötig' },
+  { key: 'subscriptions', label: 'Abos' },
+  { key: 'galaxus', label: 'Galaxus/Digitec' },
+  { key: 'migros_over_50', label: 'Migros über 50 CHF' },
+  { key: 'health', label: 'Gesundheit' },
+  { key: 'auto_transport', label: 'Auto/Transport' },
+  { key: 'shopping', label: 'Shopping' },
+  { key: 'pets', label: 'Haustiere' },
+  { key: 'unclear', label: 'Sonstiges/Unklar' },
+  { key: 'covered_by_migros', label: 'Covered by Migros' },
+  { key: 'duplicates', label: 'Mögliche Duplikate' }
 ]
 async function load() { candidates.value = await getBudgetTransactionCandidates(status.value, activeTab.value) }
 async function setTab(tab: string) { activeTab.value = tab; await load() }

No linter for .vue files


UI/API-Typen sind ergänzt. Ich führe nun die fokussierten Tests aus, dann Runtime-Rebewertung der 2026-Kandidaten mit Backup bereits vorhanden.

todo

Phase-1.6 Tests für Nutzer-Kategorisierungsregeln und Review-Filter schreiben und RED verifizieren

Kategorisierungsregeln, Rebewertung, Audit und Review-Filter/UI ergänzen


Repo-Status, aktuelle Kandidaten/Schema aggregiert prüfen und Runtime-Backup erstellen

Bestehende offene Kreditkarten-/Migros-Kandidaten für 2026 neu bewerten, ohne Confirm

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

Commit, Push, Remote-Hash verifizieren und Abschlussbericht liefern


terminal

set -euo pipefail
pytest -q tests/unit/test_budget_phase16_user_rules.py


Output:
..                                                                       [100%]
2 passed in 0.29s


set -euo pipefail
PYTHONPATH=src python - <<'PY'
import json
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
from jarvis_finance.services.budget_imports import apply_user_budget_rules_to_candidates, list_transaction_candidates
with connect() as conn:
    apply_migrations(conn)
    result=apply_user_budget_rules_to_candidates(conn, year='2026')
    status_counts={}
    class_counts={}
    for row in conn.execute("""
        SELECT status, classification, COUNT(*) AS c
        FROM budget_transaction_candidates
        WHERE substr(COALESCE(transaction_date,''),1,4)='2026'
          AND source_type IN ('credit_card_csv','migros_receipt')
          AND status NOT IN ('confirmed','ignored','superseded')
        GROUP BY status, classification
    """):
        status_counts[row['status']]=status_counts.get(row['status'],0)+row['c']
        class_counts[row['classification'] or 'null']=class_counts.get(row['classification'] or 'null',0)+row['c']
    tabs={k: len(list_transaction_candidates(conn, tab=k)) for k in ['auto','review','subscriptions','galaxus','migros_over_50','health','auto_transport','shopping','pets','unclear','covered_by_migros','duplicates']}
    confirmed=conn.execute("SELECT COUNT(*) c FROM budget_transactions WHERE created_at >= datetime('now','-5 minutes')").fetchone()['c']
    out={'schema_version': get_schema_version(conn), 'result': result, 'status_counts': status_counts, 'classification_counts': class_counts, 'tab_counts': tabs, 'recent_productive_transactions': confirmed}
    print(json.dumps(out, ensure_ascii=False, sort_keys=True))
PY


Output:
Traceback (most recent call last):
  File "<stdin>", line 5, in <module>
TypeError: connect() missing 1 required positional argument: 'db_path'


Runtime-Skript braucht expliziten DB-Pfad; ich lese die Projekt-Konvention und wiederhole ohne Side-Effects außer der geplanten Rebewertung.


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


Explanation:
**Troubleshooting search issues**

It seems like the search isn't working, which is odd. I might need to check the configuration files, like the pyproject file. It’s possible I'm missing something from a previous setup or a hidden script that has path information. I have to find files without relying on the `ls` command. So, I’ll focus on searching for the necessary files directly instead. Alright, let's see how I can work this out!


     1|from __future__ import annotations
     2|
     3|from collections.abc import Iterator
     4|from sqlite3 import Connection
     5|
     6|from fastapi import HTTPException
     7|
     8|from jarvis_finance.config.settings import find_repo_root, load_settings
     9|from jarvis_finance.storage.database import connect
    10|
    11|
    12|def get_db() -> Iterator[Connection]:
    13|    settings = load_settings(repo_root=find_repo_root())
    14|    if not settings.db_path.exists():
    15|        raise HTTPException(status_code=503, detail="Runtime database not available")
    16|    conn = connect(settings.db_path)
    17|    try:
    18|        yield conn
    19|    finally:
    20|        conn.close()
    21|


     1|from __future__ import annotations
     2|
     3|import os
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to
     8|
     9|
    10|@dataclass(frozen=True)
    11|class Settings:
    12|    env: str = "local"
    13|    base_currency: str = "CHF"
    14|    timezone: str = "Europe/Zurich"
    15|    runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)
    16|    log_level: str = "INFO"
    17|    block_runtime_inside_repo: bool = True
    18|
    19|    @property
    20|    def db_path(self) -> Path:
    21|        return self.runtime_paths.db_path
    22|
    23|
    24|def find_repo_root(start: Path | None = None) -> Path:
    25|    current = (start or Path.cwd()).resolve()
    26|    for candidate in [current, *current.parents]:
    27|        if (candidate / ".git").exists() or (candidate / "pyproject.toml").exists():
    28|            return candidate
    29|    return current
    30|
    31|
    32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:
    33|    env = environ or os.environ
    34|    runtime_dir = Path(env.get("JARVIS_FINANCE_RUNTIME_DIR", str(DEFAULT_RUNTIME_DIR))).expanduser()
    35|    paths = RuntimePaths.from_base(runtime_dir)
    36|    db_override = env.get("JARVIS_FINANCE_DB_PATH")
    37|    if db_override:
    38|        object.__setattr__(paths, "db_path", Path(db_override).expanduser().resolve())
    39|    settings = Settings(
    40|        env=env.get("JARVIS_FINANCE_ENV", "local"),
    41|        base_currency=env.get("JARVIS_FINANCE_BASE_CURRENCY", "CHF"),
    42|        timezone=env.get("JARVIS_FINANCE_TIMEZONE", "Europe/Zurich"),
    43|        runtime_paths=paths,
    44|        log_level=env.get("JARVIS_FINANCE_LOG_LEVEL", "INFO"),
    45|        block_runtime_inside_repo=env.get("JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO", "1") not in {"0", "false", "False"},
    46|    )
    47|    validate_settings(settings, repo_root=repo_root)
    48|    return settings
    49|
    50|
    51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:
    52|    root = (repo_root or find_repo_root()).resolve()
    53|    if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):
    54|        raise ValueError(f"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}")
    55|    if settings.base_currency != "CHF":
    56|        raise ValueError("MVP 1 base currency must be CHF")
    57|
    58|
    59|def ensure_runtime_dirs(settings: Settings) -> None:
    60|    settings.runtime_paths.ensure_dirs()
    61|


     1|from __future__ import annotations
     2|
     3|from dataclasses import dataclass
     4|from pathlib import Path
     5|
     6|DEFAULT_RUNTIME_DIR = Path("~/jarvis_runtime/finance-system").expanduser()
     7|
     8|
     9|@dataclass(frozen=True)
    10|class RuntimePaths:
    11|    base_dir: Path
    12|    data_dir: Path
    13|    imports_dir: Path
    14|    exports_dir: Path
    15|    reports_dir: Path
    16|    backups_dir: Path
    17|    secrets_dir: Path
    18|    logs_dir: Path
    19|    db_path: Path
    20|
    21|    @classmethod
    22|    def from_base(cls, base_dir: str | Path = DEFAULT_RUNTIME_DIR) -> "RuntimePaths":
    23|        base = Path(base_dir).expanduser().resolve()
    24|        return cls(
    25|            base_dir=base,
    26|            data_dir=base / "data",
    27|            imports_dir=base / "imports",
    28|            exports_dir=base / "exports",
    29|            reports_dir=base / "reports",
    30|            backups_dir=base / "backups",
    31|            secrets_dir=base / "secrets",
    32|            logs_dir=base / "logs",
    33|            db_path=base / "data" / "finance.sqlite3",
    34|        )
    35|
    36|    def ensure_dirs(self) -> None:
    37|        for path in [
    38|            self.data_dir,
    39|            self.imports_dir,
    40|            self.exports_dir,
    41|            self.reports_dir,
    42|            self.backups_dir,
    43|            self.secrets_dir,
    44|            self.logs_dir,
    45|        ]:
    46|            path.mkdir(parents=True, exist_ok=True)
    47|
    48|
    49|def is_relative_to(path: Path, parent: Path) -> bool:
    50|    try:
    51|        path.resolve().relative_to(parent.resolve())
    52|        return True
    53|    except ValueError:
    54|        return False
    55|


set -euo pipefail
PYTHONPATH=src python - <<'PY'
import json
from jarvis_finance.config.settings import find_repo_root, load_settings
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
from jarvis_finance.services.budget_imports import apply_user_budget_rules_to_candidates, list_transaction_candidates
settings=load_settings(repo_root=find_repo_root())
with connect(settings.db_path) as conn:
    apply_migrations(conn)
    result=apply_user_budget_rules_to_candidates(conn, year='2026')
    status_counts={}
    class_counts={}
    for row in conn.execute("""
        SELECT status, classification, COUNT(*) AS c
        FROM budget_transaction_candidates
        WHERE substr(COALESCE(transaction_date,''),1,4)='2026'
          AND source_type IN ('credit_card_csv','migros_receipt')
          AND status NOT IN ('confirmed','ignored','superseded')
        GROUP BY status, classification
    """):
        status_counts[row['status']]=status_counts.get(row['status'],0)+row['c']
        class_counts[row['classification'] or 'null']=class_counts.get(row['classification'] or 'null',0)+row['c']
    tabs={k: len(list_transaction_candidates(conn, tab=k)) for k in ['auto','review','subscriptions','galaxus','migros_over_50','health','auto_transport','shopping','pets','unclear','covered_by_migros','duplicates']}
    confirmed=conn.execute("SELECT COUNT(*) c FROM budget_transactions WHERE created_at >= datetime('now','-5 minutes')").fetchone()['c']
    out={'schema_version': get_schema_version(conn), 'result': result, 'status_counts': status_counts, 'classification_counts': class_counts, 'tab_counts': tabs, 'recent_productive_transactions': confirmed}
    print(json.dumps(out, ensure_ascii=False, sort_keys=True))
PY


Output: {"classification_counts": {"admin_other": 1, "auto_transport": 13, "covered_by_migros": 51, "food_household": 33, "galaxus_review": 17, "health_medical": 8, "home_garden": 13, "migros_auto_under_threshold": 7, "migros_review_over_threshold": 42, "pets": 1, "shopping": 3, "subscription_auto": 54, "unclear": 29}, "recent_productive_transactions": 0, "result": {"admin_other_count": 1, "audit_id": "d8c59a5f-7eb6-4aff-a008-8940c41f551f", "auto_categorized_count": 132, "auto_transport_count": 13, "candidate_total": 272, "covered_by_migros_count": 51, "galaxus_digitec_review_count": 17, "health_medical_count": 8, "migros_over_50_count": 42, "migros_under_50_count": 7, "pets_count": 1, "productive_confirmed_count": 0, "review_required_count": 89, "shopping_count": 3, "subscription_count": 54, "unclear_count": 29}, "schema_version": 22, "status_counts": {"auto_categorized": 132, "covered_by_migros": 51, "needs_review": 89}, "tab_counts": {"auto": 500, "auto_transport": 13, "covered_by_migros": 271, "duplicates": 0, "galaxus": 119, "health": 8, "migros_over_50": 223, "pets": 1, "review": 500, "shopping": 122, "subscriptions": 105, "unclear": 30}}


Rebewertung ist durchgeführt: 272 offene 2026-Kreditkarten-/Migros-Kandidaten neu bewertet, 0 produktive Buchungen. Jetzt vollständige Verification; vorher passe ich erwartete Schema-Version auf v22 an.

== 21|MIGRATION_VERSION.*21|version = 21


Explanation:
**Troubleshooting schema issues**

I'm facing a challenge because the search is yielding no results, even though I tested the `get_schema_version` successfully. I wonder if it could be a pattern issue causing this. Maybe I should try using the `file read` method with `test_schema` to see if that helps. It's a bit frustrating, but I'll keep digging to identify the problem and hopefully find a solution!


     1|from __future__ import annotations
     2|
     3|from jarvis_finance.storage.database import connect_memory
     4|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
     5|from jarvis_finance.storage.schema import REQUIRED_TABLES
     6|
     7|
     8|def test_db_schema_can_be_created() -> None:
     9|    conn = connect_memory()
    10|    apply_migrations(conn)
    11|    tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
    12|    assert set(REQUIRED_TABLES).issubset(tables)
    13|
    14|
    15|def test_schema_version_recorded() -> None:
    16|    conn = connect_memory()
    17|    apply_migrations(conn)
    18|    assert get_schema_version(conn) == 21
    19|
    20|
    21|def test_decimal_sensitive_columns_use_text_affinity() -> None:
    22|    conn = connect_memory()
    23|    apply_migrations(conn)
    24|    tx_cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(transactions)").fetchall()}
    25|    crypto_cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(crypto_holdings)").fetchall()}
    26|    instrument_cols = {row["name"] for row in conn.execute("PRAGMA table_info(instruments)").fetchall()}
    27|    assert tx_cols["quantity"].upper() == "TEXT"
    28|    assert tx_cols["fx_rate_to_chf"].upper() == "TEXT"
    29|    assert crypto_cols["quantity"].upper() == "TEXT"
    30|    assert {"position_category", "ter", "distribution_policy", "index_name", "fund_domicile", "benchmark"}.issubset(instrument_cols)
    31|
    32|
    33|def test_broker_bank_mapping_tables_exist_with_required_columns() -> None:
    34|    conn = connect_memory()
    35|    apply_migrations(conn)
    36|    instrument_mapping_cols = {row["name"] for row in conn.execute("PRAGMA table_info(instrument_mappings)").fetchall()}
    37|    account_mapping_cols = {row["name"] for row in conn.execute("PRAGMA table_info(platform_account_mappings)").fetchall()}
    38|    dry_run_cols = {row["name"] for row in conn.execute("PRAGMA table_info(broker_import_dry_runs)").fetchall()}
    39|
    40|    assert {"source_name", "source_platform", "source_label", "normalized_name", "isin", "ticker", "exchange", "currency", "asset_class", "instrument_id", "mapping_status", "confidence", "quality_flags_json"}.issubset(instrument_mapping_cols)
    41|    assert {"source_platform", "source_account_label", "normalized_platform", "normalized_account_name", "internal_platform_id", "internal_account_id", "account_type", "currency", "mapping_status"}.issubset(account_mapping_cols)
    42|    assert {"source_platform", "source_file_type", "source_filename_hash", "detected_snapshot_date", "snapshot_date_status", "candidate_positions", "candidate_cash_rows", "mapped_positions", "blocked_positions", "quality_flags_json", "summary_json", "session_status", "is_current"}.issubset(dry_run_cols)
    43|    review_cols = {row["name"] for row in conn.execute("PRAGMA table_info(broker_import_review_items)").fetchall()}
    44|    assert {"review_item_id", "dry_run_id", "source_platform", "source_row_ref", "row_hash", "source_label", "normalized_name", "detected_asset_class", "detected_currency", "quality_flags_json", "review_status", "import_readiness_status", "reviewer_confirmed", "snapshot_date_confirmed", "ticker_exchange_confirmed", "account_mapping_status"}.issubset(review_cols)
    45|    execution_cols = {row["name"] for row in conn.execute("PRAGMA table_info(broker_import_execution_plans)").fetchall()}
    46|    assert {"execution_plan_id", "dry_run_id", "review_item_id", "source_platform", "target_account_id", "target_instrument_id", "transaction_type", "snapshot_date", "payload_status", "payload_quality_flags_json", "source_row_hash", "planned_write_summary_json", "execution_status", "transaction_id"}.issubset(execution_cols)
    47|    transaction_cols = {row["name"] for row in conn.execute("PRAGMA table_info(transactions)").fetchall()}
    48|    assert {"is_voided", "voided_at", "void_reason", "voided_by", "correction_of_transaction_id", "correction_reason"}.issubset(transaction_cols)
    49|


patch

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py
@@ -15,7 +15,7 @@
 def test_schema_version_recorded() -> None:
     conn = connect_memory()
     apply_migrations(conn)
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22

 def test_decimal_sensitive_columns_use_text_affinity() -> None:


terminal

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


Output:
.....................................F....F....F...............F........ [ 19%]
........................................................................ [ 38%]
........................................................................ [ 57%]
........................................................................ [ 77%]
........................................................................ [ 96%]
.............                                                            [100%]
=================================== FAILURES ===================================
_ test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently _

    def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
        conn = db()
        apply_migrations(conn)
>       assert get_schema_version(conn) == 21
E       assert 22 == 21
E        +  where 22 = get_schema_version(<sqlite3.Connection object at 0x7e0dcfa7df30>)

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

    def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
        conn = db()
>       assert get_schema_version(conn) == 21
E       assert 22 == 21
E        +  where 22 = get_schema_version(<sqlite3.Connection object at 0x7e0dcfa7e110>)

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

    def test_phase12_schema_has_requested_budget_seed_candidates_table() -> None:
        conn = db()
>       assert get_schema_version(conn) == 21
E       assert 22 == 21
E        +  where 22 = get_schema_version(<sqlite3.Connection object at 0x7e0dcfa7ff10>)

tests/unit/test_budget_phase12_seed_review.py:38: AssertionError
_ 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
        assert stats["galaxus_review_count"] == 1
>       assert stats["covered_by_migros_count"] == 1
E       assert 2 == 1

tests/unit/test_budget_phase15_source_aware_imports.py:74: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase1.py::test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently
FAILED tests/unit/test_budget_phase11.py::test_budget_phase11_tables_tags_and_plan_items_are_created
FAILED tests/unit/test_budget_phase12_seed_review.py::test_phase12_schema_has_requested_budget_seed_candidates_table
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection
4 failed, 369 passed in 26.61s


Full pytest zeigt erwartete Schema-Testupdates plus eine Regression: `MIGROS`-Pattern matcht durch `MMM` zu breit. Ich trenne die alte ASCII-Matcher-Logik wieder sauber vom neuen Phase‑1.6 Normalizer.

Explanation:
**Fixing schema tests**

I need to address the schema tests, specifically around the "covered_by_migros" count, which is showing 2. This is because "_matches_any" now normalizes, and I'm wondering if the MIGROS pattern includes specific cases. In the seed_credit_card candidate function, it uses "_matches_any(desc, ["MIGROS","MIGROLINO","MMM"])." But does it count Galaxus? No. What about Apple? Maybe it involves subscriptions with "_matches_any" for ["APPLE","NETFLIX","AMAZON"] and then migros. I should inspect the relevant function for clarity.


   450|        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or low.get("merchantname") or low.get("details") or "").strip()
   451|        tx_date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
   452|        amount = _decimal_text(low.get("betrag") or low.get("amount") or low.get("umsatz"))
   453|        if not desc or not amount:
   454|            ignored += 1; continue
   455|        is_sub = _matches_any(desc, SUBSCRIPTION_PATTERNS)
   456|        is_galaxus = _matches_any(desc, GALAXUS_PATTERNS)
   457|        is_migros = _matches_any(desc, MIGROS_PATTERNS)
   458|        dup = _duplicate_of(conn, tx_date, amount, desc)
   459|        status = "pending"; needs_review = False; category_id = None; category_name = None; classification = "card_uncategorized"; reason = "card_review"; conf = "0.40"; covered_by = None
   460|        if is_sub:
   461|            category_id = subscription_category_id; category_name = sub_name; classification = "subscription_auto"; reason = "subscription_merchant_rule"; conf = "0.90"; subs += 1
   462|        if is_migros and migros_covered:
   463|            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"
   464|            covered += 1
   465|        elif dup:
   466|            status = "duplicate"; needs_review = True; reason = "matched_existing_transaction"; dup_count += 1
   467|        elif is_galaxus:
   468|            status = "needs_review"; needs_review = True; classification = "galaxus_review"; reason = "galaxus_requires_user_category_or_split"; conf = "0.70"; galaxus += 1; review += 1
   469|        else:
   470|            status = "needs_review"; needs_review = True; review += 1
   471|        ts = now(); row_ref = f"R{idx}"
   472|        if _insert_candidate(conn, {
   473|            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, desc),
   474|            "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": "credit_card_csv",
   475|            "transaction_date": tx_date, "description": desc[:300], "merchant": desc[:120], "amount_original": amount, "currency_original": "CHF",
   476|            "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
   477|            "confidence": conf, "requires_review": needs_review, "status": status, "notes": reason,
   478|            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 70,
   479|            "covered_by_source": covered_by, "raw_fingerprint": _fingerprint([source_file_label, row_ref, tx_date, amount, desc]), "created_at": ts, "updated_at": ts,
   480|        }):
   481|            created += 1
   482|    conn.commit()
   483|    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}
   484|
   485|
   486|@dataclass
   487|class _BankRow:
   488|    idx: int
   489|    date: str | None
   490|    desc: str
   491|    amount_abs: str
   492|    amount_signed: Decimal
   493|    account: str | None
   494|
   495|
   496|def _bank_rows(rows: list[dict[str, Any]]) -> list[_BankRow]:
   497|    parsed = []
   498|    for idx, raw in enumerate(rows, start=1):
   499|        low = {_normalise(k): v for k, v in raw.items()}
   500|        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("name") or "").strip()
   501|        date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
   502|        signed = _signed_decimal(low.get("betrag") or low.get("amount") or low.get("umsatz"))
   503|        if not desc or signed is None:
   504|            continue
   505|        parsed.append(_BankRow(idx, date, desc, format(abs(signed), "f"), signed, str(low.get("konto") or low.get("account") or "").strip() or None))
   506|    return parsed
   507|
   508|
   509|def _find_transfer_indices(rows: list[_BankRow]) -> set[int]:
   510|    indices: set[int] = set()
   511|    for i, left in enumerate(rows):
   512|        for right in rows[i + 1:]:
   513|            if left.amount_abs != right.amount_abs or left.amount_signed * right.amount_signed >= 0:
   514|                continue
   515|            if left.date and right.date:
   516|                d1 = datetime.fromisoformat(left.date); d2 = datetime.fromisoformat(right.date)
   517|                if abs((d1 - d2).days) > 3:
   518|                    continue
   519|            joined = f"{left.desc} {right.desc} {left.account or ''} {right.account or ''}"
   520|            if _matches_any(joined, TRANSFER_PATTERNS):
   521|                indices.add(left.idx); indices.add(right.idx)
   522|    return indices
   523|
   524|
   525|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]:
   526|    parsed = _bank_rows(rows)
   527|    transfer_indices = _find_transfer_indices(parsed)
   528|    income_name = _category_name(conn, income_category_id)
   529|    created = income = transfer = review = dup_count = 0
   530|    for br in parsed:
   531|        dup = _duplicate_of(conn, br.date, br.amount_abs, br.desc)
   532|        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"
   533|        if br.idx in transfer_indices:
   534|            status = "transfer_candidate"; needs_review = True; classification = "transfer_candidate"; reason = "possible_internal_transfer"; tx_type = "transfer"; conf = "0.85"; transfer += 1
   535|        elif br.amount_signed > 0 and _matches_any(br.desc, INCOME_PATTERNS):
   536|            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
   537|        elif dup:
   538|            status = "duplicate"; classification = "possible_duplicate"; reason = "matched_existing_transaction"; dup_count += 1
   539|        else:
   540|

Use offset=540 to continue reading (showing 450-539 of 719 lines)


   290|            "rule_id": "migros_under_threshold_auto" if not needs_review else "migros_over_threshold_review",
   291|            "source_priority": 90,
   292|            "receipt_key": key,
   293|            "raw_fingerprint": key,
   294|            "created_at": ts,
   295|            "updated_at": ts,
   296|        })
   297|        if inserted:
   298|            created += 1
   299|            auto += 0 if needs_review else 1
   300|            review += 1 if needs_review else 0
   301|            for idx, raw in items:
   302|                low = {_normalise(k): v for k, v in raw.items()}
   303|                item_amount = _decimal_text(low.get("umsatz") or low.get("betrag") or low.get("amount"))
   304|                conn.execute(
   305|                    """
   306|                    INSERT OR IGNORE INTO budget_import_line_items(
   307|                        line_item_id, transaction_candidate_id, source_file_label, receipt_key,
   308|                        source_row_or_range, item_name, quantity, is_promotion, amount_original,
   309|                        currency_original, raw_fingerprint, created_at
   310|                    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)
   311|                    """,
   312|                    ("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),
   313|                )
   314|                line_count += 1
   315|    conn.commit()
   316|    return {"receipt_candidate_count": created, "candidate_count": created, "line_item_count": line_count, "auto_assigned_count": auto, "review_required_count": review, "ignored_count": ignored}
   317|
   318|
   319|def _matches_any(text: str, patterns: list[str]) -> bool:
   320|    hay = _normalise(text)
   321|    return any(_normalise(p) in hay for p in patterns)
   322|
   323|
   324|PHASE16_RULES: list[dict[str, Any]] = [
   325|    {"id": "p16_food_supermarket", "name": "Essen & Haushalt · Supermarkt/Lebensmittel", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.88", "patterns": ["Migros", "Coop", "ALDI SUISSE", "Lidl", "Denner", "Volg", "Schmidt's Märkte", "SPAR", "Yavuz Market", "Supermercato Dpiu"]},
   326|    {"id": "p16_food_convenience", "name": "Essen & Haushalt · Convenience/Kiosk", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.84", "patterns": ["Migrolino", "Coop Pronto", "Coop Vitality", "Avec", "K Kiosk", "Sonneland Kiosk"]},
   327|    {"id": "p16_food_restaurant", "name": "Essen & Haushalt · Restaurant/Takeaway", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.82", "patterns": ["McDonald's", "Burger King", "Holy Cow", "Subway", "Brezelkönig", "Dunkin", "Restaurant Smiling Fish", "Restaurant Aquarena", "FELFEL AG", "Just Eat", "PostFinance Restaurant W", "Erne Chuchi", "DORY & DU", "Marche Burger", "Ristorante Sale e Pepe", "Marché Restaurants", "Herrlisberg Gran Bar", "Restaurant Pantanal", "Ristorante Pizzeria La Pa", "Mammami", "Restaurant Zoologischer G", "Restaurant Big Sterne", "Artigiano Pizzeria Nap", "Restaurant Waldkantine", "Restaurant Tannegg", "Gasthaus Felsgarten", "Lenzo Palace", "kunz AG art of sweets", "Spezialitäten-Metzgerei Bechinger", "Müller Drogeriemarkt", "Sonneland AG Shop", "Sportcenter Bustelbach"]},
   328|    {"id": "p16_home_garden", "name": "Hausrat / Möbel & Garten", "category": "Hausrat / Möbel & Garten", "classification": "home_garden", "confidence": "0.86", "patterns": ["IKEA", "Möbelmarkt Dogern", "JUMBO", "Boni-Shop", "Landi", "Zulauf Gartencenter", "Grillfurst Schweiz GmbH"]},
   329|    {"id": "p16_leisure_subscriptions", "name": "Freizeit / Ausflüge / Abos", "category": "Freizeit / Ausflüge / Abos", "classification": "subscription_auto", "confidence": "0.90", "patterns": ["Apple", "Apple.com", "Google", "Amazon Prime", "Netflix", "Disney", "Disney Plus", "Disney Streaming", "DisneyPlus", "Paramount+", "Prime Video CH", "Babbel", "OpenAI", "ChatGPT", "Europa-Park", "Knie's Kinderzoo", "Zoo Zürich", "Zoo Basel", "Zoo Hasel", "Technorama", "Legionarspfad", "Bad Schinznach", "aquabasilea", "Thermalbad Zurzach", "Alpamare", "sole uno", "Thermalquelle", "Kurhotel im Park", "Kraftreaktor", "Seilbahn Weissenstein", "Grand Casino Baden", "Pathé", "Cinema Excelsior", "Koi-Breeder", "OTT-Feuerwerk"]},
   330|    {"id": "p16_health_medical", "name": "Gesundheit / Medizin", "category": "Gesundheit / Medizin", "classification": "health_medical", "confidence": "0.88", "patterns": ["Kantonsspital Baden", "KSB", "Universitätsspital Zürich", "Spital Bulach", "Spital Wil", "Apotheke Suessbach", "Vindonissa Rotpunkt", "Loewen Apotheke Frick", "Rotpunkt Apotheken", "Storchen Apotheke", "Apotheke Tag", "Analytica Med", "Laboratori", "Stiftung Gesundheit", "iHerb"]},
   331|    {"id": "p16_auto_transport", "name": "Auto / Transport", "category": "Auto / Transport", "classification": "auto_transport", "confidence": "0.87", "patterns": ["Agrola", "Migrol", "Tamoil", "AVIA", "Esso", "Royal Dutch Shell", "Shell", "Voegtlin-Meyer", "Tankstelle Gebr. Knecht", "Tank-Rastanlage Neckarbur", "Spital Bulach - Parking", "ParkplatzAnnerstrasse", "Parkplatz Rosengarten", "City Parkhaus Zürich", "Parkhaus Trafo Baden", "EasyPark", "Eisi Parkhaus", "Parkhaus Messe Zürich", "Parking Gais-Center", "Mobility Hub Parkservice", "Parkingpay", "SBB CFF FFS", "SBB P+Rail Turgi", "Flughafen Zürich", "Palma de Mallorca Airport", "Volvo Car Corporation"]},
   332|    {"id": "p16_shopping", "name": "Shopping / Kleidung & Elektronik", "category": "Shopping / Kleidung & Elektronik", "classification": "shopping", "confidence": "0.84", "patterns": ["Apfelkiste", "Apple", "MediaMarkt", "H&M", "C&A", "VAN GRAAF", "Claire's", "Dosenbach", "Vero Moda", "OLYMP Digital", "Decathlon", "Smyths Toys", "AliExpress"]},
   333|    {"id": "p16_pets", "name": "Haustiere", "category": "Haustiere", "classification": "pets", "confidence": "0.89", "patterns": ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]},
   334|    {"id": "p16_admin_other", "name": "Sonstiges / Administration", "category": "Sonstiges / Administration", "classification": "admin_other", "confidence": "0.76", "patterns": ["Finanzverw.des Kt Schaffh", "Gemeinde Windisch", "Gemeindeverw. Spreitenbac", "Regionalpolizei Brugg", "Dropbox", "Norton", "2CO.COM", "BITDEFENDER", "Bitdefender", "Alpha Progression", "Solar Manager AG", "TradingView", "Ricardo", "Beck-Mobile", "Eventlogistik-Armyliq", "Payment Solution & Servic", "SegPay.com", "Sami International"]},
   335|]
   336|
   337|GALAXUS_DIGITEC_RULE = {"id": "p16_galaxus_digitec_review", "name": "Galaxus/Digitec manuell prüfen oder splitten", "category": "Shopping / Kleidung & Elektronik", "classification": "galaxus_review", "confidence": "0.72", "patterns": ["Digitec Galaxus AG", "Galaxus", "Digitec"]}
   338|
   339|
   340|def _is_primary_migros_card_text(text: str) -> bool:
   341|    hay = _normalise(text)
   342|    if "migrol" in hay:
   343|        return False
   344|    return any(p in hay for p in ["migros", "cumulus", "mmm "])
   345|
   346|
   347|def _phase16_match(text: str) -> dict[str, Any] | None:
   348|    if _matches_any(text, GALAXUS_DIGITEC_RULE["patterns"]):
   349|        return GALAXUS_DIGITEC_RULE
   350|    for rule in PHASE16_RULES:
   351|        if _matches_any(text, rule["patterns"]):
   352|            return rule
   353|    return None
   354|
   355|
   356|def _category_id_name(conn: Connection, name: str) -> tuple[str | None, str]:
   357|    row = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1 AND lower(name)=lower(?) ORDER BY sort_order LIMIT 1", (name,)).fetchone()
   358|    if row:
   359|        return str(row["category_id"]), str(row["name"])
   360|

Use offset=360 to continue reading (showing 290-359 of 719 lines)


   180|            cells = [str(c).strip() for c in raw]
   181|            description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), "")
   182|            merchant = None
   183|            tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)
   184|            amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)
   185|        if not description or not amount:
   186|            ignored += 1
   187|            continue
   188|        cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)
   189|        dup = _duplicate_of(conn, tx_date, amount, description)
   190|        status = "duplicate" if dup else ("needs_review" if needs_review else "pending")
   191|        if dup:
   192|            duplicates += 1
   193|        if cid:
   194|            suggested += 1
   195|        if needs_review:
   196|            review += 1
   197|        ts = now()
   198|        row_ref = f"R{idx}"
   199|        inserted = _insert_candidate(conn, {
   200|            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, description),
   201|            "source_file_label": source_file_label,
   202|            "source_row_or_range": row_ref,
   203|            "source_type": source_type,
   204|            "transaction_date": tx_date,
   205|            "description": description[:300],
   206|            "merchant": merchant,
   207|            "amount_original": amount,
   208|            "currency_original": "CHF",
   209|            "proposed_category_id": cid,
   210|            "proposed_category_name": cname,
   211|            "duplicate_of_transaction_id": dup,
   212|            "confidence": conf,
   213|            "requires_review": needs_review or bool(dup),
   214|            "status": status,
   215|            "notes": "mvp_light_category_suggestion",
   216|            "classification": "legacy_csv_seed",
   217|            "review_reason": "legacy_seed_review" if needs_review else "legacy_seed_suggested",
   218|            "raw_fingerprint": _fingerprint([source_file_label, row_ref, tx_date, amount, description]),
   219|            "created_at": ts,
   220|            "updated_at": ts,
   221|        })
   222|        if inserted:
   223|            created += 1
   224|    conn.commit()
   225|    return {"candidate_count": created, "suggested_count": suggested, "review_required_count": review, "possible_duplicate_count": duplicates, "ignored_count": ignored, "confirmed_count": confirmed}
   226|
   227|
   228|def seed_transaction_candidates_from_csv_text(conn: Connection, text: str, *, source_file_label: str, source_type: str = "csv_seed") -> dict[str, int]:
   229|    sample = text[:4096]
   230|    dialect = csv.Sniffer().sniff(sample, delimiters=",;\t") if sample.strip() else csv.excel
   231|    reader = csv.DictReader(text.splitlines(), dialect=dialect)
   232|    if reader.fieldnames:
   233|        return seed_transaction_candidates_from_rows(conn, list(reader), source_file_label=source_file_label, source_type=source_type)
   234|    return seed_transaction_candidates_from_rows(conn, list(csv.reader(text.splitlines(), dialect=dialect)), source_file_label=source_file_label, source_type=source_type)
   235|
   236|
   237|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]:
   238|    threshold = Decimal(threshold_chf)
   239|    auto_category_name = _category_name(conn, auto_category_id)
   240|    grouped: dict[str, list[tuple[int, dict[str, Any]]]] = defaultdict(list)
   241|    ignored = 0
   242|    for idx, raw in enumerate(rows, start=1):
   243|        low = {_normalise(k): v for k, v in raw.items()}
   244|        tx_date = _date_text(low.get("datum") or low.get("date"))
   245|        time = str(low.get("zeit") or low.get("time") or "").strip()
   246|        store = str(low.get("filiale") or low.get("store") or "Migros").strip()
   247|        register = str(low.get("kasse") or low.get("kassennummer") or low.get("register") or "").strip()
   248|        txn = str(low.get("transaktion") or low.get("transaktionsnummer") or low.get("bon") or low.get("bon-id") or "").strip()
   249|        amount = _decimal_text(low.get("umsatz") or low.get("betrag") or low.get("amount"))
   250|        if not tx_date or not amount:
   251|            ignored += 1
   252|            continue
   253|        key = _fingerprint([tx_date, time, store, register, txn])
   254|        grouped[key].append((idx, raw))
   255|    created = auto = review = line_count = 0
   256|    for key, items in grouped.items():
   257|        first_low = {_normalise(k): v for k, v in items[0][1].items()}
   258|        tx_date = _date_text(first_low.get("datum") or first_low.get("date"))
   259|        time = str(first_low.get("zeit") or first_low.get("time") or "").strip()
   260|

Use offset=260 to continue reading (showing 180-259 of 719 lines)


     1|from __future__ import annotations
     2|
     3|import csv
     4|import hashlib
     5|import json
     6|import re
     7|from collections import defaultdict
     8|from dataclasses import dataclass
     9|from datetime import datetime, timedelta
    10|from decimal import Decimal, InvalidOperation
    11|from sqlite3 import Connection
    12|from typing import Any
    13|
    14|from fastapi import HTTPException
    15|
    16|from jarvis_finance.audit.log import record_audit_event
    17|from jarvis_finance.services.budget_common import new_id, now, row_to_dict
    18|from jarvis_finance.services.budget_transactions import confirm_budget_transaction
    19|
    20|SUBSCRIPTION_PATTERNS = ["APPLE", "APPLE.COM", "GOOGLE", "AMAZON PRIME", "NETFLIX", "DISNEY", "DISNEYPLUS"]
    21|MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM ", "M "]
    22|GALAXUS_PATTERNS = ["GALAXUS"]
    23|INCOME_PATTERNS = ["LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT"]
    24|TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "MARCEL", "MELANIE", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "GUTSCHRIFT VON"]
    25|
    26|
    27|def _decimal_text(value: object) -> str | None:
    28|    if value in (None, ""):
    29|        return None
    30|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-")
    31|    text = text.replace("+", "")
    32|    if text.count(",") == 1 and text.count(".") == 0:
    33|        text = text.replace(",", ".")
    34|    text = text.replace(" ", "")
    35|    try:
    36|        return format(abs(Decimal(text)), "f")
    37|    except (InvalidOperation, ValueError):
    38|        return None
    39|
    40|
    41|def _signed_decimal(value: object) -> Decimal | None:
    42|    if value in (None, ""):
    43|        return None
    44|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-").replace("+", "")
    45|    if text.count(",") == 1 and text.count(".") == 0:
    46|        text = text.replace(",", ".")
    47|    text = text.replace(" ", "")
    48|    try:
    49|        return Decimal(text)
    50|    except (InvalidOperation, ValueError):
    51|        return None
    52|
    53|
    54|def _normalise(value: object) -> str:
    55|    return str(value or "").strip().lower().replace("ä", "ae").replace("ö", "oe").replace("ü", "ue").replace("\ufeff", "")
    56|
    57|
    58|def _upper_ascii(value: object) -> str:
    59|    return _normalise(value).upper()
    60|
    61|
    62|def _date_text(value: object) -> str | None:
    63|    text = str(value or "").strip()
    64|    if not text:
    65|        return None
    66|    if re.match(r"^\d{4}-\d{2}-\d{2}", text):
    67|        return text[:10]
    68|    m = re.match(r"^(\d{1,2})\.(\d{1,2})\.(\d{4})", text)
    69|    if m:
    70|        d, mo, y = m.groups()
    71|        return f"{y}-{int(mo):02d}-{int(d):02d}"
    72|    return text[:10] if len(text) >= 10 else None
    73|
    74|
    75|def _category_name(conn: Connection, category_id: str | None) -> str | None:
    76|    if not category_id:
    77|        return None
    78|    row = conn.execute("SELECT name FROM budget_categories WHERE category_id=?", (category_id,)).fetchone()
    79|    return str(row["name"]) if row else None
    80|
    81|
    82|def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:
    83|    cats = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1").fetchall()
    84|    for needle in needles:
    85|        n = _normalise(needle)
    86|        for cat in cats:
    87|            if n and (n in _normalise(cat["name"]) or _normalise(cat["name"]) in n):
    88|                return str(cat["category_id"]), str(cat["name"])
    89|    return None, None
    90|
    91|
    92|def suggest_category(conn: Connection, description: str, source_label: str = "") -> tuple[str | None, str | None, str, bool]:
    93|    text = _normalise(f"{source_label} {description}")
    94|    if "migros" in text or "cumulus" in text:
    95|        cid, cname = _category_by_name(conn, ["Essen & Haushalt", "Grosseinkauf", "Essen", "Haushalt", "Leben"])
    96|        return cid, cname or "Essen & Haushalt / Grosseinkauf", "0.80", cid is None
    97|    keyword_map = [
    98|        (["krankenkasse", "versicherung", "axa", "zurich", "css", "helsana"], ["Versicherungen", "Krankenkasse"]),
    99|        (["coop", "denner", "aldi", "lidl"], ["Essen", "Haushalt", "Leben"]),
   100|        (["sbb", "zug", "bahn", "parking", "tankstelle", "mazda"], ["Mobilität", "Auto"]),
   101|        (["lohn", "salary", "einkommen", "gutschrift"], ["Einnahmen", "Lohn"]),
   102|    ]
   103|    for words, cats in keyword_map:
   104|        if any(w in text for w in words):
   105|            cid, cname = _category_by_name(conn, cats)
   106|            return cid, cname or cats[0], "0.65", cid is None
   107|    return None, None, "0.20", True
   108|
   109|
   110|def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:
   111|    if not tx_date or not amount:
   112|        return None
   113|    row = conn.execute(
   114|        """
   115|        SELECT budget_transaction_id FROM budget_transactions
   116|        WHERE transaction_date=? AND status IN ('confirmed','reversed')
   117|          AND COALESCE(amount_chf, amount_original)=?
   118|          AND lower(description)=lower(?)
   119|        ORDER BY created_at LIMIT 1
   120|        """,
   121|

Use offset=121 to continue reading (showing 1-120 of 719 lines)


patch

MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]

MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM ", "M "]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -18,7 +18,7 @@
 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 "]
+MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]
 GALAXUS_PATTERNS = ["GALAXUS"]
 INCOME_PATTERNS = ["LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT"]
 TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "MARCEL", "MELANIE", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "GUTSCHRIFT VON"]

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


*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
@@
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py
@@
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py
@@
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
*** End Patch


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py
@@ -29,7 +29,7 @@
 def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
     conn = db()
     apply_migrations(conn)
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
     tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
     assert {
         "budget_accounts",

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

 def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
     conn = db()
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
     tables = {row["name"] for row in conn.execute("SELECT name FROM sqlite_master WHERE type='table'")}
     assert {"budget_plan_items", "budget_excel_seed_dry_runs", "budget_excel_seed_candidates"}.issubset(tables)
     cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_plan_items)")}

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py
@@ -35,7 +35,7 @@

 def test_phase12_schema_has_requested_budget_seed_candidates_table() -> None:
     conn = db()
-    assert get_schema_version(conn) == 21
+    assert get_schema_version(conn) == 22
     cols = {row["name"]: row["type"] for row in conn.execute("PRAGMA table_info(budget_seed_candidates)")}
     assert {
         "seed_candidate_id",

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase1.py was modified by sibling subagent '20260517_120856_4b1061' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase11.py was modified by sibling subagent '20260517_120856_4b1061' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase12_seed_review.py was modified by sibling subagent '20260517_120856_4b1061' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.


terminal

Output:
........................................................................ [ 19%]
........................................................................ [ 38%]
........................................................................ [ 57%]
........................................................................ [ 77%]
........................................................................ [ 96%]
.............                                                            [100%]
373 passed in 29.83s


Pytest ist grün. Jetzt Frontend-Tests/Build und anschließend Safety-Scans.

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


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

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

stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/tags"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/income/planned"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/forecast"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/import-review"
[Vue Router warn]: No match found for location with path "/planning/budget/category-assignment"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/forecast"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/traffic-lights"
[Vue Router warn]: No match found for location with path "/planning/budget/imports"
[Vue Router warn]: No match found for location with path "/planning/budget/rules"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 72ms
 ✓ src/pages/PositionAddPage.test.ts (2 tests) 94ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 142ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 154ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 169ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 134ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 229ms
 ✓ src/api/client.test.ts (2 tests) 5ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 33ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  13:43:08
   Duration  3.05s (transform 2.48s, setup 0ms, import 5.06s, tests 1.03s, environment 9.35s)

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

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

transforming...✓ 91 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-BJ2ZYHTj.css   19.71 kB │ gzip:  4.62 kB
dist/assets/index-eJ0saEVO.js   203.26 kB │ gzip: 62.04 kB

✓ built in 965ms


set -euo pipefail
git diff --check
python - <<'PY'
import pathlib,re,subprocess,sys
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
violations=[]
for f in tracked:
    fl=f.lower()
    if 'jarvis_runtime' in fl or fl.endswith(('.sqlite','.sqlite3','.db','.xls','.xlsx')):
        violations.append(f)
    if fl.endswith('.csv') and not (fl.startswith('tests/') or '/fixtures/' in fl or 'fixture' in fl or 'synthetic' in fl):
        violations.append(f)
print('git_safety_tracked_real_runtime_or_spreadsheets', violations)
if violations:
    sys.exit(2)
source_ext={'.py','.ts','.vue','.js','.json','.toml','.yaml','.yml','.md'}
secret_re=re.compile(r'(github_pat_[A-Za-z0-9_]{20,}|ghp_[A-Za-z0-9]{20,}|sk-[A-Za-z0-9]{20,}|OPENFIGI|openfigi)', re.I)
hits=[]
for f in tracked:
    p=pathlib.Path(f)
    if p.suffix.lower() in source_ext and p.exists():
        txt=p.read_text(errors='ignore')
        if secret_re.search(txt):
            hits.append(f)
print('source_secret_scan_hits', hits)
if hits:
    sys.exit(3)
dist=pathlib.Path('frontend/dist')
dist_hits=[]
if dist.exists():
    for p in dist.rglob('*'):
        if p.is_file() and p.suffix.lower() in {'.js','.css','.html','.json'}:
            if secret_re.search(p.read_text(errors='ignore')):
                dist_hits.append(str(p))
print('frontend_build_secret_scan_hits', dist_hits)
if dist_hits:
    sys.exit(4)
PY


Output:
git_safety_tracked_real_runtime_or_spreadsheets []
source_secret_scan_hits ['docs/mvp-zwischenbericht-abnahmeplan.md', 'frontend/src/pages/PositionAddPage.test.ts', 'frontend/src/pages/VueCockpitV11.test.ts', 'src/jarvis_finance/api/routers/health.py', 'src/jarvis_finance/dashboard/views/page_17_position_add.py', 'src/jarvis_finance/market_data/candidates.py', 'src/jarvis_finance/market_data/catalog.py', 'src/jarvis_finance/services/manual_entry_service.py', 'tests/unit/test_dashboard_usability_simplification.py', 'tests/unit/test_equity_manage.py', 'tests/unit/test_git_safety.py', 'tests/unit/test_provider_integration_v2.py', 'tests/unit/test_true_wealth_mapping_candidates_c3d.py', 'tests/unit/test_vue_dashboard_v12_acceptance.py']


Secret-Scan hat nur legitime `OpenFIGI`-Bezeichner/Tests gefunden, keine Key-Werte. Ich wiederhole mit echtem Token-/Assignment-Pattern statt bloßem Produktnamen.

set -euo pipefail
git diff --check
python - <<'PY'
import pathlib,re,subprocess,sys
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
violations=[]
for f in tracked:
    fl=f.lower()
    if 'jarvis_runtime' in fl or fl.endswith(('.sqlite','.sqlite3','.db','.xls','.xlsx')):
        violations.append(f)
    if fl.endswith('.csv') and not (fl.startswith('tests/') or '/fixtures/' in fl or 'fixture' in fl or 'synthetic' in fl):
        violations.append(f)
print('git_safety_tracked_real_runtime_or_spreadsheets', violations)
if violations:
    sys.exit(2)
source_ext={'.py','.ts','.vue','.js','.json','.toml','.yaml','.yml','.md'}
secret_re=re.compile(r'(github_pat_[A-Za-z0-9_]{20,}|ghp_[A-Za-z0-9]{20,}|sk-[A-Za-z0-9]{20,}|OPENFIGI[_-]?(?:API[_-]?)?KEY\s*[:=]\s*["\'][A-Za-z0-9_-]{15,}["\'])', re.I)
hits=[]
for f in tracked:
    p=pathlib.Path(f)
    if p.suffix.lower() in source_ext and p.exists():
        txt=p.read_text(errors='ignore')
        if secret_re.search(txt):
            hits.append(f)
print('source_secret_scan_hits', hits)
if hits:
    sys.exit(3)
dist=pathlib.Path('frontend/dist')
dist_hits=[]
if dist.exists():
    for p in dist.rglob('*'):
        if p.is_file() and p.suffix.lower() in {'.js','.css','.html','.json'}:
            if secret_re.search(p.read_text(errors='ignore')):
                dist_hits.append(str(p))
print('frontend_build_secret_scan_hits', dist_hits)
if dist_hits:
    sys.exit(4)
PY


Output:
git_safety_tracked_real_runtime_or_spreadsheets []
source_secret_scan_hits []
frontend_build_secret_scan_hits []


Verification ist grün. Ich prüfe finalen Diff/Status, committe gezielt nur Code/Tests, pushe und verifiziere Remote-Hash.

todo

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

Commit, Push, Remote-Hash verifizieren und Abschlussbericht liefern


Repo-Status, aktuelle Kandidaten/Schema aggregiert prüfen und Runtime-Backup erstellen

Phase-1.6 Tests für Nutzer-Kategorisierungsregeln und Review-Filter schreiben und RED verifizieren

Kategorisierungsregeln, Rebewertung, Audit und Review-Filter/UI ergänzen

Bestehende offene Kreditkarten-/Migros-Kandidaten für 2026 neu bewerten, ohne Confirm


terminal

set -euo pipefail
git status --short
git diff --stat
git diff -- src/jarvis_finance/services/budget_imports.py | sed -n '1,220p'


Output:
M frontend/src/api/budget.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M src/jarvis_finance/services/budget_imports.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_schema.py
?? tests/unit/test_budget_phase16_user_rules.py
 frontend/src/api/budget.ts                    |   2 +-
 frontend/src/pages/BudgetImportReviewPage.vue |  26 +++--
 src/jarvis_finance/services/budget_imports.py | 148 ++++++++++++++++++++++++--
 src/jarvis_finance/storage/migrations.py      |   5 +-
 tests/unit/test_budget_phase1.py              |   2 +-
 tests/unit/test_budget_phase11.py             |   2 +-
 tests/unit/test_budget_phase12_seed_review.py |   2 +-
 tests/unit/test_schema.py                     |   2 +-
 8 files changed, 164 insertions(+), 25 deletions(-)
diff --git a/src/jarvis_finance/services/budget_imports.py b/src/jarvis_finance/services/budget_imports.py
index 758ac82..8443035 100644
--- a/src/jarvis_finance/services/budget_imports.py
+++ b/src/jarvis_finance/services/budget_imports.py
@@ -18,7 +18,7 @@ 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 "]
+MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]
 GALAXUS_PATTERNS = ["GALAXUS"]
 INCOME_PATTERNS = ["LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT"]
 TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "MARCEL", "MELANIE", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "GUTSCHRIFT VON"]
@@ -151,16 +151,16 @@ def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:
           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,
+          classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
           receipt_key, linked_candidate_id, account_source, raw_fingerprint
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+        ) 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("classification"), row.get("review_reason"), row.get("rule_id"), row.get("rule_name"), 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"),
         ),
     )
@@ -317,8 +317,129 @@ def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]

 def _matches_any(text: str, patterns: list[str]) -> bool:
-    upper = _upper_ascii(text)
-    return any(p in upper for p in patterns)
+    hay = _normalise(text)
+    return any(_normalise(p) in hay for p in patterns)
+
+
+PHASE16_RULES: list[dict[str, Any]] = [
+    {"id": "p16_food_supermarket", "name": "Essen & Haushalt · Supermarkt/Lebensmittel", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.88", "patterns": ["Migros", "Coop", "ALDI SUISSE", "Lidl", "Denner", "Volg", "Schmidt's Märkte", "SPAR", "Yavuz Market", "Supermercato Dpiu"]},
+    {"id": "p16_food_convenience", "name": "Essen & Haushalt · Convenience/Kiosk", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.84", "patterns": ["Migrolino", "Coop Pronto", "Coop Vitality", "Avec", "K Kiosk", "Sonneland Kiosk"]},
+    {"id": "p16_food_restaurant", "name": "Essen & Haushalt · Restaurant/Takeaway", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.82", "patterns": ["McDonald's", "Burger King", "Holy Cow", "Subway", "Brezelkönig", "Dunkin", "Restaurant Smiling Fish", "Restaurant Aquarena", "FELFEL AG", "Just Eat", "PostFinance Restaurant W", "Erne Chuchi", "DORY & DU", "Marche Burger", "Ristorante Sale e Pepe", "Marché Restaurants", "Herrlisberg Gran Bar", "Restaurant Pantanal", "Ristorante Pizzeria La Pa", "Mammami", "Restaurant Zoologischer G", "Restaurant Big Sterne", "Artigiano Pizzeria Nap", "Restaurant Waldkantine", "Restaurant Tannegg", "Gasthaus Felsgarten", "Lenzo Palace", "kunz AG art of sweets", "Spezialitäten-Metzgerei Bechinger", "Müller Drogeriemarkt", "Sonneland AG Shop", "Sportcenter Bustelbach"]},
+    {"id": "p16_home_garden", "name": "Hausrat / Möbel & Garten", "category": "Hausrat / Möbel & Garten", "classification": "home_garden", "confidence": "0.86", "patterns": ["IKEA", "Möbelmarkt Dogern", "JUMBO", "Boni-Shop", "Landi", "Zulauf Gartencenter", "Grillfurst Schweiz GmbH"]},
+    {"id": "p16_leisure_subscriptions", "name": "Freizeit / Ausflüge / Abos", "category": "Freizeit / Ausflüge / Abos", "classification": "subscription_auto", "confidence": "0.90", "patterns": ["Apple", "Apple.com", "Google", "Amazon Prime", "Netflix", "Disney", "Disney Plus", "Disney Streaming", "DisneyPlus", "Paramount+", "Prime Video CH", "Babbel", "OpenAI", "ChatGPT", "Europa-Park", "Knie's Kinderzoo", "Zoo Zürich", "Zoo Basel", "Zoo Hasel", "Technorama", "Legionarspfad", "Bad Schinznach", "aquabasilea", "Thermalbad Zurzach", "Alpamare", "sole uno", "Thermalquelle", "Kurhotel im Park", "Kraftreaktor", "Seilbahn Weissenstein", "Grand Casino Baden", "Pathé", "Cinema Excelsior", "Koi-Breeder", "OTT-Feuerwerk"]},
+    {"id": "p16_health_medical", "name": "Gesundheit / Medizin", "category": "Gesundheit / Medizin", "classification": "health_medical", "confidence": "0.88", "patterns": ["Kantonsspital Baden", "KSB", "Universitätsspital Zürich", "Spital Bulach", "Spital Wil", "Apotheke Suessbach", "Vindonissa Rotpunkt", "Loewen Apotheke Frick", "Rotpunkt Apotheken", "Storchen Apotheke", "Apotheke Tag", "Analytica Med", "Laboratori", "Stiftung Gesundheit", "iHerb"]},
+    {"id": "p16_auto_transport", "name": "Auto / Transport", "category": "Auto / Transport", "classification": "auto_transport", "confidence": "0.87", "patterns": ["Agrola", "Migrol", "Tamoil", "AVIA", "Esso", "Royal Dutch Shell", "Shell", "Voegtlin-Meyer", "Tankstelle Gebr. Knecht", "Tank-Rastanlage Neckarbur", "Spital Bulach - Parking", "ParkplatzAnnerstrasse", "Parkplatz Rosengarten", "City Parkhaus Zürich", "Parkhaus Trafo Baden", "EasyPark", "Eisi Parkhaus", "Parkhaus Messe Zürich", "Parking Gais-Center", "Mobility Hub Parkservice", "Parkingpay", "SBB CFF FFS", "SBB P+Rail Turgi", "Flughafen Zürich", "Palma de Mallorca Airport", "Volvo Car Corporation"]},
+    {"id": "p16_shopping", "name": "Shopping / Kleidung & Elektronik", "category": "Shopping / Kleidung & Elektronik", "classification": "shopping", "confidence": "0.84", "patterns": ["Apfelkiste", "Apple", "MediaMarkt", "H&M", "C&A", "VAN GRAAF", "Claire's", "Dosenbach", "Vero Moda", "OLYMP Digital", "Decathlon", "Smyths Toys", "AliExpress"]},
+    {"id": "p16_pets", "name": "Haustiere", "category": "Haustiere", "classification": "pets", "confidence": "0.89", "patterns": ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]},
+    {"id": "p16_admin_other", "name": "Sonstiges / Administration", "category": "Sonstiges / Administration", "classification": "admin_other", "confidence": "0.76", "patterns": ["Finanzverw.des Kt Schaffh", "Gemeinde Windisch", "Gemeindeverw. Spreitenbac", "Regionalpolizei Brugg", "Dropbox", "Norton", "2CO.COM", "BITDEFENDER", "Bitdefender", "Alpha Progression", "Solar Manager AG", "TradingView", "Ricardo", "Beck-Mobile", "Eventlogistik-Armyliq", "Payment Solution & Servic", "SegPay.com", "Sami International"]},
+]
+
+GALAXUS_DIGITEC_RULE = {"id": "p16_galaxus_digitec_review", "name": "Galaxus/Digitec manuell prüfen oder splitten", "category": "Shopping / Kleidung & Elektronik", "classification": "galaxus_review", "confidence": "0.72", "patterns": ["Digitec Galaxus AG", "Galaxus", "Digitec"]}
+
+
+def _is_primary_migros_card_text(text: str) -> bool:
+    hay = _normalise(text)
+    if "migrol" in hay:
+        return False
+    return any(p in hay for p in ["migros", "cumulus", "mmm "])
+
+
+def _phase16_match(text: str) -> dict[str, Any] | None:
+    if _matches_any(text, GALAXUS_DIGITEC_RULE["patterns"]):
+        return GALAXUS_DIGITEC_RULE
+    for rule in PHASE16_RULES:
+        if _matches_any(text, rule["patterns"]):
+            return rule
+    return None
+
+
+def _category_id_name(conn: Connection, name: str) -> tuple[str | None, str]:
+    row = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1 AND lower(name)=lower(?) ORDER BY sort_order LIMIT 1", (name,)).fetchone()
+    if row:
+        return str(row["category_id"]), str(row["name"])
+    cid, cname = _category_by_name(conn, [name])
+    return cid, cname or name
+
+
+def apply_user_budget_rules_to_candidates(conn: Connection, *, year: str = "2026") -> dict[str, int]:
+    rows = conn.execute(
+        """
+        SELECT * FROM budget_transaction_candidates
+        WHERE substr(COALESCE(transaction_date,''),1,4)=?
+          AND source_type IN ('credit_card_csv','migros_receipt')
+          AND status NOT IN ('confirmed','ignored','superseded')
+        ORDER BY created_at
+        """,
+        (year,),
+    ).fetchall()
+    counts = {
+        "candidate_total": 0, "auto_categorized_count": 0, "review_required_count": 0,
+        "galaxus_digitec_review_count": 0, "covered_by_migros_count": 0,
+        "migros_under_50_count": 0, "migros_over_50_count": 0, "subscription_count": 0,
+        "health_medical_count": 0, "auto_transport_count": 0, "shopping_count": 0,
+        "pets_count": 0, "admin_other_count": 0, "unclear_count": 0,
+        "productive_confirmed_count": 0,
+    }
+    changed = 0
+    ts = now()
+    for row in rows:
+        counts["candidate_total"] += 1
+        desc = f"{row['merchant'] or ''} {row['description'] or ''}"
+        source_type = row["source_type"]
+        status = "needs_review"; requires_review = 1; category_id = None; category_name = None
+        confidence = "0.35"; classification = "unclear"; review_reason = "Keine sichere Regel gefunden"; rule_id = "p16_unclear"; rule_name = "Unklar · manuelle Prüfung"; covered_by = None
+        if source_type == "credit_card_csv" and _is_primary_migros_card_text(desc):
+            status = "covered_by_migros"; requires_review = 0; confidence = "0.96"; classification = "covered_by_migros"
+            review_reason = "Migros-CSV ist primäre Quelle für Migros-Ausgaben"; rule_id = "p16_card_migros_covered"; rule_name = "Kreditkarten-Migros durch Migros-CSV abgedeckt"; covered_by = "migros_csv"
+            counts["covered_by_migros_count"] += 1
+        elif source_type == "migros_receipt":
+            amount = Decimal(str(row["amount_original"] or "0"))
+            category_id, category_name = _category_id_name(conn, "Essen & Haushalt")
+            classification = "migros_auto_under_threshold" if amount < Decimal("50") else "migros_review_over_threshold"
+            confidence = "0.90" if amount < Decimal("50") else "0.62"
+            rule_id = "p16_migros_receipt_under_50" if amount < Decimal("50") else "p16_migros_receipt_over_50"
+            rule_name = "Migros Bon unter 50 CHF" if amount < Decimal("50") else "Migros Bon ab 50 CHF"
+            review_reason = "Migros Bon unter 50 CHF automatisch Essen & Haushalt" if amount < Decimal("50") else "Migros Bon ab 50 CHF bitte prüfen oder splitten"
+            status = "auto_categorized" if amount < Decimal("50") else "needs_review"
+            requires_review = 0 if amount < Decimal("50") else 1
+            counts["migros_under_50_count" if amount < Decimal("50") else "migros_over_50_count"] += 1
+        else:
+            rule = _phase16_match(desc)
+            if rule:
+                category_id, category_name = _category_id_name(conn, str(rule["category"]))
+                classification = str(rule["classification"]); confidence = str(rule["confidence"]); rule_id = str(rule["id"]); rule_name = str(rule["name"])
+                if rule is GALAXUS_DIGITEC_RULE:
+                    status = "needs_review"; requires_review = 1; review_reason = "Galaxus/Digitec bitte manuell prüfen oder splitten"; counts["galaxus_digitec_review_count"] += 1
+                elif classification == "admin_other" and Decimal(confidence) < Decimal("0.80"):
+                    status = "needs_review"; requires_review = 1; review_reason = "Sonstiges/Administration eher manuell prüfen"
+                else:
+                    status = "auto_categorized"; requires_review = 0; review_reason = f"Automatischer Vorschlag nach Nutzerregel: {rule_name}"
+                if classification == "subscription_auto": counts["subscription_count"] += 1
+                if classification == "health_medical": counts["health_medical_count"] += 1
+                if classification == "auto_transport": counts["auto_transport_count"] += 1
+                if classification == "shopping": counts["shopping_count"] += 1
+                if classification == "pets": counts["pets_count"] += 1
+                if classification == "admin_other": counts["admin_other_count"] += 1
+            else:
+                counts["unclear_count"] += 1
+        if status == "auto_categorized":
+            counts["auto_categorized_count"] += 1
+        if requires_review:
+            counts["review_required_count"] += 1
+        conn.execute(
+            """
+            UPDATE budget_transaction_candidates
+            SET proposed_category_id=?, proposed_category_name=?, confidence=?, requires_review=?, status=?,
+                classification=?, review_reason=?, rule_id=?, rule_name=?, covered_by_source=?, updated_at=?
+            WHERE transaction_candidate_id=?
+            """,
+            (category_id, category_name, confidence, requires_review, status, classification, review_reason, rule_id, rule_name, covered_by, ts, row["transaction_candidate_id"]),
+        )
+        changed += 1
+    audit_id = record_audit_event(conn, source="budget_phase16_rules", action="apply_user_budget_rules", entity_type="budget_transaction_candidate", entity_id=f"year:{year}", new_values=counts | {"changed_count": changed}, created_by="agent")
+    conn.commit()
+    counts["audit_id"] = audit_id  # type: ignore[assignment]
+    return counts

 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]:
@@ -438,12 +559,19 @@ def list_transaction_candidates(conn: Connection, *, status: str | None = None,
         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'",
+            "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",
+            "review": "requires_review=1 AND status IN ('needs_review','pending','transfer_candidate','duplicate','duplicate_candidate')",
+            "subscriptions": "classification='subscription_auto'",
             "galaxus": "classification='galaxus_review'",
             "migros_over_50": "classification='migros_review_over_threshold'",
+            "health": "classification='health_medical'",
+            "auto_transport": "classification='auto_transport'",
+            "shopping": "classification IN ('shopping','galaxus_review')",
+            "pets": "classification='pets'",
+            "unclear": "classification IN ('admin_other','unclear')",
+            "covered_by_migros": "status='covered_by_migros'",
+            "duplicates": "status IN ('duplicate','duplicate_candidate')",
+            "transfers": "classification='transfer_candidate' OR status='transfer_candidate'",
             "bank": "source_type='bank_csv'",
             "income": "classification='income_candidate'",
             "ignored": "status IN ('ignored','covered_by_migros','superseded')",


Explanation:
**Sorting git changes**

I need to address the missing notes about new tests. It indicated that 8 files changed, but it doesn’t include untracked files, and I should add those. However, before I commit, I should consider how _matches_any change might affect tests that previously passed. A full diff isn't necessary, but I need to remember to run `git add` and `commit` once I've reviewed everything. I should ensure that GitHub is appropriately loaded as well.