[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:
Summary generation was unavailable. 102 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.

--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---


patch

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

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,139 chars result)


Ich führe jetzt den Runtime‑Teil aus: Migros-Artikelkandidaten werden nach Backup/Audit als `superseded` markiert, danach Migros neu bon‑aggregiert und Kreditkarte source-aware neu eingelesen.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

terminal

set -euo pipefail
PYTHONPATH=src python - <<'PY'
import csv, json, os, pathlib, sqlite3
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migratio...[truncated]


[terminal] ran `set -euo pipefail
PYTHONPATH=src python - <<'PY'
import csv, json, os, pathli...` -> exit 0, 1 lines output


Runtime‑Cleanup/Neuimport ist erledigt: alte Migros‑Artikelkandidaten superseded, neue Migros‑Bons erzeugt, Artikelzeilen als Detaildaten gespeichert, Kreditkarte source-aware importiert.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

todo

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

Explanation:
**Reviewing migration tasks**

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


[todo] updated task list


terminal

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


[terminal] ran `set -euo pipefail
python -m compileall -q src
pytest -q` -> exit 1, 1 lines output


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

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

Explanation:
**Updating test expectations**

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


patch

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


[patch] patch in ? (4,061 chars result)


Explanation:
**Inspecting git differences**

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


[terminal] ran `set -euo pipefail
python -m compileall -q src
pytest -q` -> exit 0, 1 lines output


terminal

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


[terminal] ran `set -euo pipefail
npm test -- --run
npm run build` -> exit 0, 1 lines output


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

set -euo pipefail
git diff --check
git status --short
python - <<'PY'
import pathlib,re,subprocess,sys
repo=pathlib.Path.cwd()
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines...[truncated]

Explanation:
**Considering secret scans**

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


[terminal] ran `set -euo pipefail
git diff --check
git status --short
python - <<'PY'
import ...` -> exit 2, 1 lines output


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

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...[truncated]

Explanation:
**Adjusting script settings**

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


[terminal] ran `set -euo pipefail
git diff --check
python - <<'PY'
import pathlib,re,subproce...` -> exit 2, 1 lines output


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


Output:
git_safety_tracked_real_runtime_or_spreadsheets []
source_secret_scan_hits []
frontend_build_secret_scan_hits []


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


[skill_view] name=github-pr-workflow (13,720 chars)


set -euo pipefail
git status --short
git diff --stat
git branch --show-current
git remote -v | sed 's#https://[^@]*@#https://***@#'


[terminal] ran `set -euo pipefail
git status --short
git diff --stat
git branch --show-curren...` -> exit 0, 1 lines output


set -euo pipefail
git add frontend/src/api/budget.ts frontend/src/pages/BudgetImportReviewPage.vue src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_imports.py src/jarvis_fin...[truncated]

Explanation:
**Evaluating git actions**

It seems like my diff stat didn't include an untracked file, so I realize I need to use `git add` first. I'm on the branch `feat/budget-phase-1-4`, and the user wants me to push. I guess I should commit first, but I’m wondering if I also need to create a remote branch. I think I can just commit on the same branch. After adding, I might want to check with `git diff --stat --staged`.


[terminal] ran `set -euo pipefail
git add frontend/src/api/budget.ts frontend/src/pages/Budge...` -> exit 0, 1 lines output


Commit erstellt. Ich pushe und verifiziere anschließend den Remote-Hash.

set -euo pipefail
git push -u origin HEAD
BRANCH=$(git branch --show-current)
LOCAL=$(git rev-parse HEAD)
REMOTE=$(git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
echo "branch=$BRANCH"
echo "local=$LOCAL"
echo "remote=$REMOTE"
test "$LOCAL" = "$REMOTE"

Explanation:
**Considering git push**

I need to ensure I'm properly pushing my changes. Should I verify authentication first? Maybe I need to check if the branch is already being tracked. It seems like using `git push` could be the next step, but I want to make sure everything is set up correctly before I do that. It's easy to overlook small details here, and I want to avoid issues down the line. Let's confirm what I need to do!


Output: fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden


Push per HTTPS braucht Auth. Ich nutze den bekannten lokalen Token-Pfad per temporärem `GIT_ASKPASS`, ohne Token auszugeben oder Remote zu verändern.

set -euo pipefail
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
export GITHUB_TOKEN=$(python - <<'PY'
import csv, os, pathlib, sys
p=pathlib.Path(os.environ[...[truncated]

Explanation:
**Inspecting token usage**

I need to work with a token stored in a CSV file, but I mustn’t print it out. The skill I’m using suggests I should check the path for the token in the CSV. Maybe I can use a terminal command to set the token without outputting anything. I’ll also need to understand the format, so I think I should use Python to read the CSV and access the first token for later use.


[terminal] ran `set -euo pipefail
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Git...` -> exit 128, 1 lines output


Der erste Askpass-Versuch hatte die Pfadvariable nicht exportiert; kein Token wurde geloggt. Ich korrigiere das und pushe erneut.

set -euo pipefail
export TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
test -f "$TOKEN_FILE"
export GITHUB_TOKEN=$(python - <<'PY'
import csv, os, pathlib
p=...[truncated]


[terminal] ran `set -euo pipefail
export TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secr...` -> exit 128, 3 lines output


Auth schlägt mit dem vorhandenen Credential fehl. Ich prüfe nur die Struktur des CSV (Längen/Spalten, keine Werte), damit ich keinen falschen Zellwert als Token benutze.

set -euo pipefail
python - <<'PY'
import csv, pathlib, os, json
p=pathlib.Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'
rows=list(csv.reader(p.read_text().splitli...[truncated]

Explanation:
**Checking token structure**

I don't want to retry blindly here. Maybe the CSV has a header and the token is in the second column? I should inspect the shape without the values to avoid mishaps. I might need to check the number of columns, their lengths, and any prefixes. It's better to avoid using the token directly. I think I can use Python to print the lengths and header names for clarity. Let's see what I can find!


Output: {"rows": 2, "cols": [1, 1], "shape": [[{"len": 46, "prefix": "***"}], [{"len": 93, "prefix": "***"}]]}


Die Datei enthält offenbar einen Fine‑grained GitHub Token (`github_pat_…`) in der längeren Zeile; mein Filter hat ihn fälschlich als Label übersprungen. Ich nutze jetzt gezielt nur Token-Muster (`github_pat_`, `ghp_`) und verifiziere danach den Remote-Hash.

set -euo pipefail
export TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
export GITHUB_TOKEN=$(python - <<'PY'
import csv, os, pathlib
p=pathlib.Path(os.enviro...[truncated]


[terminal] ran `set -euo pipefail
export TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secr...` -> exit 0, 1 lines output


memory

FinanceManager GitHub token CSV has two single-column rows: first is a label/non-token, second is the actual fine-grained token starting with `github_pat_`; token extraction should select `github_pat_`/`ghp_` patterns, not skip `github*` values.

Explanation:
**Considering memory updates**

I’m thinking about saving some memory regarding the token shape. My current memory already notes the CSV path for tokens, but it could be helpful to add some details. For instance, I could mention that the GitHub token CSV contains the label in the first row and the GitHub personal access token (github_pat) in the second row. This could make things more durable and clear for future reference.


[memory] add on memory


FinanceManager GitHub token CSV: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv` outside repo; select `github_pat_`/`ghp_` cell, never quote token.

Explanation:
**Considering memory functions**

I'm realizing that memory failed, and I’m contemplating whether to replace the existing FinanceManager entry. I could use a more compact version that includes the necessary patterns, but I wonder if that's needed since it might take longer. Perhaps I should just replace it with a more concise all-in-one option. I’ll need to ensure I use the replace function correctly with the old text. There’s a bit to think about!


Replacement would put memory at 2,207/2,200 chars. Shorten the new content or remove other entries first.


FinanceManager GitHub token CSV: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv`; use `github_pat_`/`ghp_` cell; never quote token.


[memory] replace on memory


Push ist verifiziert. Ich hole noch finalen Status/Counts für den Abschlussbericht.

terminal

set -euo pipefail
git status --short
PYTHONPATH=src python - <<'PY'
import json, pathlib
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrati...[truncated]

Explanation:
**Checking git status and database**

I need to ensure my final git status is clean, so I'll check that using the terminal. It’s possible that the runtime database might be dirty, which isn’t related to git. I might need to get counts, maybe using previous data, but what if the AKB counts are 0? I should consider running a final aggregate that includes the bank counts too. It's all a bit tangled, but I think I've got a plan!


[terminal] ran `set -euo pipefail
git status --short
PYTHONPATH=src python - <<'PY'
import js...` -> exit 0, 1 lines output


todo

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


Sir, **Budget Phase 1.5 – Source-aware Import Rules & Smart Review** ist umgesetzt, verifiziert, committed und gepusht.

## Ergebnis

- **Migros-Artikelkandidaten bereinigt:** ja
- **Migros-Bons aggregiert:** ja
- **Kreditkartenregeln umgesetzt:** ja
- **AKB/Raiffeisen Importprofile umgesetzt:** ja, Logik vorhanden; Runtime-Dateien dafür wurden nicht gefunden
- **Interne Transfers erkannt:** ja, Logik/Tests vorhanden; keine Bankdateien importiert
- **Einnahmen erkannt:** ja, Logik/Tests vorhanden; keine Bankdateien importiert
- **Review-Ansicht verbessert:** ja
- **Umkategorisierung möglich:** ja, auditierbar
- **Split vorbereitet:** ja, Backend/API auditierbar; UI zeigt bewusst noch Info statt komplexem Formular
- **MVP-light Rule Engine umgesetzt:** ja
- **Produktiver Import durchgeführt:** nein — nur Kandidaten/Review, keine produktiven Buchungen bestätigt

## Runtime-Cleanup / Import Counts

- **Vorher offene Kandidaten:** 9813
- **Migros-like offen vorher:** 8591
- **Migros-Artikelkandidaten Dry Run:** 8328
- **Migros-Artikelkandidaten superseded:** 8328
- **Audit-/Cleanup-Event:** geschrieben
- **Migros-Bons total:** 279
- **Migros-Bons unter Schwelle auto-zugeordnet:** 56
- **Migros-Bons ab Schwelle Review:** 223
- **Migros-Artikelzeilen intern gespeichert:** 8328
- **Kreditkarten-Kandidaten total:** 1376
- **Kreditkarten-Migros covered_by_migros:** 273
- **Abos automatisch zugeordnet:** 74
- **Galaxus Review-Kandidaten:** 119
- **AKB-Kandidaten total:** 0
- **Raiffeisen-Kandidaten total:** 0
- **Einnahmen-Kandidaten:** 0
- **Interne Transfer-Kandidaten:** 0
- **Mögliche Duplikate:** 0
- **Produktiv bestätigt:** nein, 0
- **Reviewpflichtig verbleibend:** 2344

Keine echten Beträge im Bericht. Keine echten CSV/XLS-Dateien ins Git. Runtime-DB blieb außerhalb Git. Sehr zivilisiert, zur Abwechslung.

## Implementiert

- Schema **v21**
- `budget_import_line_items`
- `budget_candidate_splits`
- `budget_import_rules`
- Erweiterte `budget_transaction_candidates`:
  - `classification`
  - `review_reason`
  - `rule_id`
  - `source_priority`
  - `covered_by_source`
  - `receipt_key`
  - `account_source`
  - `raw_fingerprint`

## Review-Tabs / Filter

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

## Verifikation

- **Python compile:** bestanden
- **pytest:** 371 passed
- **npm test:** 24 passed
- **npm run build:** bestanden
- **source secret scan:** sauber
- **frontend build secret scan:** sauber
- **Git-Safety:** sauber
- **git diff --check:** sauber
- **Git status nach Push:** clean

## Commit / Push

- **Branch:** `feat/budget-phase-1-4`
- **Commit:** `07485912e021ca1bdc5af5f38e5e29984d7e609f`
- **Push:** erfolgreich
- **Remote-Hash verifiziert:** ja, lokal = remote

## Offene Entscheidungen

1. **Bankdateien AKB/Raiffeisen fehlen aktuell in Runtime.**
   Die Importlogik ist vorbereitet und getestet, aber es gab keine AKB-/Raiffeisen-CSV-Dateien zum produktiven Kandidatenimport.

2. **Batch Confirm braucht bewusst Zielkonto-Auswahl.**
   Backend ist bereit, UI blockiert absichtlich vor blindem Confirm. Keine stillen Mutationen — ich weiß, beinahe unmodern.

3. **Split-UI Detailformular später.**
   Backend/API für Split ist auditierbar implementiert; UI zeigt derzeit eine vorbereitete Info statt vollständigem Formular.


[M G] Sehr gut. Budget Phase 1.5 ist akzeptiert.

Ich stelle dir nun konkrete Regeln für die automatische Budgetzuweisung aus der Kreditkarten-CSV und Migros-CSV zur Verfügung.

Bitte starte keinen neuen grossen Feature-Sprint. Ziel ist jetzt:

# Budget Phase 1.6 – Kreditkarten-/Migros-Kategorisierung nach Nutzerregeln

Ziel:
Die bestehenden Import-Kandidaten sollen anhand meiner Kategorien automatisch vorzugeordnet werden. Danach prüfe ich im Dashboard die Review-Liste und bestätige oder ändere die Vorschläge. Beachte: wir schauen uns immer nur das jahr 2026 (aktuell laufendes Jahr) an.

Wichtig:

* Keine produktive Buchung ohne Confirm.
* Keine echten Beträge im Chat.
* Keine CSV/XLS-Dateien ins Git.
* Keine Runtime-DB ins Git.
* Vor produktiven Runtime-Änderungen Backup erstellen.
* Alle Zuordnungen auditierbar.
* Kategorie-Vorschläge müssen jederzeit änderbar sein.
* Splits müssen für einzelne Buchungen vorbereitet sein.
* AKB-/Raiffeisen-CSV folgen im nächsten Durchgang; jetzt noch nicht danach suchen, falls keine Dateien vorhanden sind.

## 1. Bestehende Kandidaten vorkategorisieren

Bitte wende die folgenden Regeln auf die vorhandenen Kreditkarten- und Migros-Kandidaten an.

Nicht final buchen, sondern:

* suggested_category setzen
* confidence setzen
* rule_id / rule_name setzen
* review_reason setzen
* status je nach Fall:

  * auto_categorized
  * needs_review
  * covered_by_migros
  * transfer_candidate
  * duplicate_candidate

## 2. Kategorie 1: Essen / Haushalt

Bitte folgende Händler/Muster der Kategorie zuordnen:

Essen & Haushalt

Unterkategorien optional:

* Lebensmittel
* Restaurant / Takeaway
* Drogerie / Haushalt
* Kiosk / Convenience

### Supermärkte / Lebensmittel

* Migros
* Coop
* ALDI SUISSE
* Lidl
* Denner
* Volg
* Schmidt's Märkte
* SPAR
* Yavuz Market
* Supermercato Dpiu

### Convenience / Kiosk

* Migrolino
* Coop Pronto
* Coop Vitality
* Avec
* K Kiosk
* Sonneland Kiosk

### Gastronomie / Fast Food

* McDonald's
* Burger King
* Holy Cow!
* Subway
* Brezelkönig
* Dunkin' Donuts

### Restaurants / Kantinen

* 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 GmbH
* Lenzo Palace

### Spezialitäten / Bäcker

* kunz AG art of sweets
* Spezialitäten-Metzgerei Bechinger

### Drogerie / Sonstiges

* Müller Drogeriemarkt
* Sonneland AG Shop
* Sportcenter Bustelbach, vorerst Essen/Restaurant, falls kein besseres Muster

## 3. Kategorie 2: Hausrat / Möbel & Garten

Kategorie:

Hausrat / Möbel & Garten

Muster:

* IKEA
* Möbelmarkt Dogern
* JUMBO
* Boni-Shop
* Landi
* Zulauf Gartencenter
* Grillfurst Schweiz GmbH

## 4. Kategorie 3: Freizeit / Ausflüge / Abos

Kategorie:

Freizeit / Ausflüge / Abos

Unterkategorien optional:

* Ausflüge
* Bäder / Wellness
* Sport / Aktivitäten
* Digitale Abos
* Hobby

### Ausflugsziele / Tiere

* Europa-Park GmbH
* Knie's Kinderzoo
* Zoo Zürich
* Zoo Basel
* Zoo Hasel GmbH
* Technorama
* Legionarspfad

### Bäder / Wellness

* Bad Schinznach
* aquabasilea
* Thermalbad Zurzach
* Alpamare
* sole uno
* Thermalquelle AG Zurzach
* Kurhotel im Park

### Sport / Aktivitäten

* Kraftreaktor Klettereldorado
* Seilbahn Weissenstein
* Grand Casino Baden
* Pathé
* Cinema Excelsior

### Digitale Abos / Unterhaltung

* Netflix
* Disney Plus
* Disney Streaming
* Paramount+
* Prime Video CH
* Babbel
* OpenAI
* ChatGPT

### Hobby

* Koi-Breeder
* OTT-Feuerwerk

## 5. Kategorie 4: Gesundheit / Medizin

Kategorie:

Gesundheit / Medizin

Muster:

### Spitäler

* Kantonsspital Baden
* KSB
* Universitätsspital Zürich
* Spital Bulach
* Spital Wil

### Apotheken / Labore

* Apotheke Suessbach AG
* Vindonissa Rotpunkt Apoth
* Loewen Apotheke Frick
* Rotpunkt Apotheken
* Storchen Apotheke
* Apotheke Tag & Nacht
* Analytica Med.
ed. Laboratori
* Stiftung Gesundheit Re
* iHerb

## 6. Kategorie 5: Auto / Transport

Kategorie:

Auto / Transport

Unterkategorien optional:

* Tanken
* Parkieren
* Öffentlicher Verkehr / Reise

### Tanken

* Agrola
* Migrol
* Tamoil
* AVIA
* Esso
* Royal Dutch Shell
* Shell
* Voegtlin-Meyer AG
* Tankstelle Gebr. Knecht
* Tank-Rastanlage Neckarbur

### Parkgebühren

* Spital Bulach - Parking
* ParkplatzAnnerstrasse
* Parkplatz Rosengarten
* City Parkhaus Zürich
* Parkhaus Trafo Baden
* EasyPark
* Eisi Parkhaus AG
* Parkhaus Messe Zürich
* Parking Gais-Center
* Mobility Hub Parkservice
* Parkingpay

### Öffentlicher Verkehr / Reise

* SBB CFF FFS
* SBB P+Rail Turgi
* Flughafen Zürich
* Palma de Mallorca Airport
* Volvo Car Corporation

## 7. Kategorie 6: Shopping / Kleidung & Elektronik

Kategorie:

Shopping / Kleidung & Elektronik

Unterkategorien optional:

* Elektronik
* Kleidung / Schuhe
* Sportwaren
* Spielwaren / Diverses

### Elektronik

* Digitec Galaxus AG
* Galaxus
* Digitec
* Apfelkiste.ch
* Apple
* MediaMarkt

Wichtig:
Galaxus/Digitec bitte nicht automatisch final bestätigen, sondern in Review lassen, weil diese Ausgaben oft unterschiedlichen Kategorien zugeordnet oder gesplittet werden müssen.

Status:
needs_review

Vorschlag:
Shopping / Kleidung & Elektronik

Review-Hinweis:
Galaxus/Digitec bitte manuell prüfen oder splitten

### Kleidung / Schuhe

* H&M
* C&A
* VAN GRAAF
* Claire's
* Dosenbach
* Vero Moda
* OLYMP Digital KG

### Sportwaren

* Decathlon

### Spielwaren & Diverses

* Smyths Toys
* AliExpress

## 8. Kategorie 7: Haustiere

Kategorie:

Haustiere

Muster:

* QUALIPET
* Fressnapf
* Kleintierpraxis Tim

## 9. Kategorie 8: Sonstiges / Administration

Kategorie:

Sonstiges / Administration

Unterkategorien optional:

* Behörden / Gebühren
* Software / Tools
* Marktplätze / Unkategorisiert

### Behörden / Gebühren

* Finanzverw.des Kt Schaffh
* Gemeinde Windisch
* Gemeindeverw. Spreitenbac
* Regionalpolizei Brugg

### Software / Tools

* Dropbox
* Norton
* 2CO.COMöBITDEFENDER
* Bitdefender
* Alpha Progression
* Solar Manager AG
* TradingView

### Marktplätze / Unkategorisiert

* Ricardo
* Beck-Mobile
* Eventlogistik-Armyliq
* Payment Solution & Servic
* SegPay.com
* Sami International

Diese bitte eher needs_review, wenn unsicher.

## 10. Migros-Logik bleibt speziell

Bitte die Migros-Logik wie folgt belassen/prüfen:

### Kreditkarten-CSV

* Migros-Kreditkartenbuchungen werden nicht als Ausgaben gebucht.
* Status: covered_by_migros
* Grund: Migros-CSV ist die primäre Quelle für Migros-Ausgaben.

### Migros-CSV

* Artikelzeilen intern speichern, aber nicht als Hauptreviewkandidaten zeigen.
* Bons aggregieren.
* Bons unter 50 CHF:

  * Vorschlag: Essen & Haushalt
  * Status: auto_categorized
* Bons ab 50 CHF:

  * Status: needs_review
  * Nutzer kann Kategorie wählen oder Split erstellen.

## 11. Review-Ansicht aktualisieren

Bitte die Review-Ansicht so anpassen, dass ich nach Anwendung der Regeln sinnvoll prüfen kann.

Tabs/Filter:

* Alle
* Auto-zugeordnet
* Review nötig
* Abos
* Galaxus/Digitec
* Migros über 50 CHF
* Gesundheit
* Auto/Transport
* Shopping
* Haustiere
* Sonstiges/Unklar
* Covered by Migros
* Mögliche Duplikate

Pro Kandidat anzeigen:

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

  * bestätigen
  * Kategorie ändern
  * splitten
  * ignorieren
  * Regel erstellen, später optional

## 12. Bestehende offene Kandidaten neu bewerten

Bitte auf alle bestehenden offenen Kandidaten anwenden:

* Kreditkarten-Kandidaten
* Migros-Bon-Kandidaten
* bisherige Review-Kandidaten

Keine produktive Buchung ohne Confirm.

Bitte danach berichten:

* Kandidaten total
* Auto-zugeordnet
* Review nötig
* Galaxus/Digitec Review
* Migros covered_by_migros
* Migros-Bons unter 50 CHF
* Migros-Bons über 50 CHF
* Abos erkannt
* Gesundheit erkannt
* Auto/Transport erkannt
* Shopping erkannt
* Haustiere erkannt
* Sonstiges/Administration erkannt
* weiterhin unklar
* keine Beträge im Bericht

## 13. AKB/Raiffeisen verschieben
AKB-CSV und Raiffeisen-CSV stelle ich im nächsten Durchgang zur Verfügung.

Bitte jetzt nur:

* Importlogik vorbereitet lassen.
* Keine Fehlermeldung, wenn Dateien fehlen.
* Keine künstlichen Kandidaten erzeugen.

## 14. Tests

Bitte Tests ergänzen für:

* Apple/Google/Amazon Prime/Netflix/Disney → Abos
* Galaxus/Digitec → Review nötig
* Migros Kreditkarte → covered_by_migros
* Migros Bon unter 50 CHF → Essen & Haushalt
* Migros Bon ab 50 CHF → Review nötig
* Apotheken/Spitäler → Gesundheit / Medizin
* Tankstellen/Parking/SBB → Auto / Transport
* IKEA/JUMBO/Landi → Hausrat / Möbel & Garten
* Qualipet/Fressnapf/Tierarzt → Haustiere
* Behörden/Software/Tools → Sonstiges / Administration
* Review-Filter funktionieren
* Kategorie ändern bleibt möglich
* Split vorbereiten bleibt möglich
* keine Produktivbuchung ohne Confirm
* Git-Safety bleibt sauber

## 15. 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

## 16. Abschlussbericht

Bitte berichten:

* Regeln angewendet: ja/nein
* bestehende Kandidaten neu bewertet: ja/nein
* Kandidaten total
* Auto-zugeordnet
* Review nötig
* wichtigste Kategorien-Counts
* weiterhin unklare Kandidaten
* Produktiv bestätigt: nein, außer ich bestätige später
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Entscheidungen

Wichtig:
Jetzt geht es nicht um produktives Buchen, sondern um gute Vorarbeit: sinnvolle Kategorievorschläge, weniger Review-Chaos, Galaxus/Migros korrekt behandelt, und alles bleibt änderbar.


Explanation:
**Assessing next steps**

I need to take action here. First off, I should consider what skills I have in finance and if I need to reload any knowledge. I’ll check GitHub for resources related to Test-Driven Development (TDD) because that’s relevant for the larger task at hand. It’s a big undertaking, so I'll have to inspect the files and see what’s necessary to move forward effectively. Time to get organized!


[skill_view] name=finance-system-architecture (65,508 chars)


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


Verstanden, Sir. Ich behandle Phase 1.6 als kleinen Regel-/Kategorisierungs-Pass, nicht als Feature-Sprint: bestehende Kandidaten 2026 neu bewerten, keine produktiven Buchungen, keine Bankdateien suchen, alles auditierbar und änderbar. Ich beginne mit Repo-/Runtime-Status, Backup, dann TDD für die Regeln.

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

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

Commit, Push, Remote-Hash verifizieren und Abschlussbericht liefern


terminal

set -euo pipefail
git status --short
git branch --show-current
PYTHONPATH=src python - <<'PY'
import json, pathlib
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migra...[truncated]


Output:
feat/budget-phase-1-4
{"all_2026_candidates": 1932, "confirmed_2026_candidates": 0, "open_2026_card_migros_candidates": 272, "schema_version": 21}


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.c...[truncated]


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


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


Output: {'backup_exists': True, 'outside_repo': True, 'checksum_ok': True, 'size_bytes': 10006528}


Explanation:
**Implementing budget imports**

I need to dive into figuring out the implementation process for the budget imports. It feels important to get this right, so I want to start by inspecting the current state of the budget imports. I wonder what specific aspects I should look for and how they might affect the overall budget structure. Picking this apart will help me ensure we're on the right track with the implementation. Let's see what I can find!


todo

[todo] updated task list


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 1 (12,898 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 220 (29,777 chars)


Explanation:
**Considering tests and categories**

I’m thinking about the need to create tests, particularly around category helpers. I’ll want to write some tests for creating categories using the confirm_create_category function. There’s also the question of whether the status should allow auto-categorization, and I wonder if a schema check might restrict that status. Maybe the upcoming migration v21 will include a status check that I need to inspect further. It’s definitely a bit of a puzzle!


[search_files] content search for 'budget_transaction_candidates' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py -> 70 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 713 (8,821 chars)


Explanation:
**Evaluating schema changes**

I see that after v21, I need to check on tests for the desired status of auto_categorized. It seems like there shouldn’t be a schema change needed since there’s no check required. Adding suggested_category was already proposed. The user calls for it, so I think we should use those fields. Perhaps adding a rule_name column could work since the user requires it. I’ll also consider a TDD approach for writing concise tests and using existing categories for creation and reading from the category service.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py from line 1 (8,864 chars)


Explanation:
**Testing migration functions**

I'm considering writing tests and maybe using `apply_migrations` and `connect_memory`. I think I'll also need to import new functions like `categorize_transaction_candidate` and `reclassify`. If the existing ones aren’t present, that should trigger a fail. I want to be cautious here too; I shouldn't make any production changes before I run the tests. Ensuring everything works correctly before deploying is always a priority!

from __future__ import annotations

from jarvis_finance.services.budget_categories import confirm_create_category
from jarvis_finance.services.budget_imports import (
    apply_user_budget_rules_to_ca...[truncated]


[write_file] wrote to /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py (115 lines)


terminal

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


[terminal] ran `set -euo pipefail
pytest -q tests/unit/test_budget_phase16_user_rules.py` -> exit 2, 1 lines output


RED bestätigt: gewünschte Phase‑1.6 Funktion/Schema existiert noch nicht. Ich implementiere jetzt minimal die Regelbewertung, `rule_name` und die neuen Review-Filter.

Explanation:
**Implementing data migration**

I need to work on implementing the v22 schema, which includes adding a rule_name column. It’s important to update the tests schema version globally afterward. I’ll focus on the data table rules, ensuring to incorporate statuses like auto_categorized and duplicate_candidate. Existing duplicates will fall under duplicate, while a user can request duplicate_candidate. I should also consider whether the rule_name should be included in the update insert process, which might require adding a migration column. I'll read and apply the migration process carefully.


   853|        CREATE INDEX IF NOT EXISTS idx_budget_import_rules_active ON budget_import_rules(is_active, source_type);
   854|        """
   855|    )
   856|
   857|
   858|def _apply_compat_migrations(conn: Connection) -> None:
   859|    _add_missing_instrument_columns(conn)
   860|    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():
   861|        _rebuild_table_with_text_columns(conn, table, text_columns)
   862|    _create_broker_bank_mapping_tables(conn)
   863|    _create_broker_import_review_items(conn)
   864|    _create_broker_import_execution_plans(conn)
   865|    _add_transaction_void_columns(conn)
   866|    _create_fx_market_data_tables(conn)
   867|    _create_instrument_import_candidates(conn)
   868|    _create_budget_phase1_tables(conn)
   869|    _create_budget_phase11_tables(conn)
   870|    _create_budget_phase14_tables(conn)
   871|    _create_budget_phase15_tables(conn)
   872|
   873|
   874|def apply_migrations(conn: Connection) -> None:
   875|    conn.executescript(INITIAL_SCHEMA_SQL)
   876|    existing_initial = conn.execute("SELECT 1 FROM schema_migrations WHERE version = 1").fetchone()
   877|    if not existing_initial:
   878|        conn.execute(
   879|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   880|            (1, "001_initial_schema", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),
   881|        )
   882|    _apply_compat_migrations(conn)
   883|    existing = conn.execute("SELECT 1 FROM schema_migrations WHERE version = ?", (MIGRATION_VERSION,)).fetchone()
   884|    if not existing:
   885|        conn.execute(
   886|            "INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)",
   887|            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),
   888|        )
   889|    conn.commit()
   890|


patch

MIGRATION_VERSION = 21
MIGRATION_NAME = "021_budget_phase15_source_aware_import_rules"

MIGRATION_VERSION = 22
MIGRATION_NAME = "022_budget_phase16_user_category_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 = 21
-MIGRATION_NAME = "021_budget_phase15_source_aware_import_rules"
+MIGRATION_VERSION = 22
+MIGRATION_NAME = "022_budget_phase16_user_category_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.


        "rule_id": "TEXT",
        "rule_name": "TEXT",
        "source_priority": "INTEGER NOT NULL DEFAULT 50",

        "rule_id": "TEXT",
        "source_priority": "INTEGER NOT NULL DEFAULT 50",


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -793,6 +793,7 @@
         "classification": "TEXT",
         "review_reason": "TEXT",
         "rule_id": "TEXT",
+        "rule_name": "TEXT",
         "source_priority": "INTEGER NOT NULL DEFAULT 50",
         "covered_by_source": "TEXT",
         "receipt_key": "TEXT",


     1|from __future__ import annotations
     2|
     3|import json
     4|import uuid
     5|from datetime import datetime, timezone
     6|from sqlite3 import Connection
     7|from typing import Any
     8|
     9|
    10|def utc_now() -> str:
    11|    return datetime.now(timezone.utc).isoformat()
    12|
    13|
    14|def record_audit_event(
    15|    conn: Connection,
    16|    *,
    17|    source: str,
    18|    action: str,
    19|    entity_type: str,
    20|    entity_id: str,
    21|    old_values: dict[str, Any] | None = None,
    22|    new_values: dict[str, Any] | None = None,
    23|    user_text_note: str | None = None,
    24|    confirmed: bool = True,
    25|    created_by: str = "system",
    26|) -> str:
    27|    audit_id = str(uuid.uuid4())
    28|    now = utc_now()
    29|    conn.execute(
    30|        """
    31|        INSERT INTO audit_log(
    32|            audit_id, timestamp, source, action, entity_type, entity_id,
    33|            old_values_json, new_values_json, user_text_note, confirmed,
    34|            confirmation_timestamp, created_by, created_at
    35|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
    36|        """,
    37|        (
    38|            audit_id,
    39|            now,
    40|            source,
    41|            action,
    42|            entity_type,
    43|            entity_id,
    44|            json.dumps(old_values or {}, sort_keys=True),
    45|            json.dumps(new_values or {}, sort_keys=True),
    46|            user_text_note,
    47|            1 if confirmed else 0,
    48|            now if confirmed else None,
    49|            created_by,
    50|            now,
    51|        ),
    52|    )
    53|    return audit_id
    54|


          classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
          receipt_key, linked_candidate_id, account_source, raw_fingerprint
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)

          classification, review_reason, rule_id, source_priority, covered_by_source,
          receipt_key, linked_candidate_id, account_source, raw_fingerprint
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)


--- 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
@@ -151,9 +151,9 @@
           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",

/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.


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("classification"), row.get("review_reason"), row.get("rule_id"), row.get("source_priority") or 50, row.get("covered_by_source"),


--- 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
@@ -160,7 +160,7 @@
             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"),
         ),
     )


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


--- 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
@@ -317,8 +317,126 @@

 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]:
+    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]:


terminal

{"output": "FF                                                                       [100%]\n=================================== FAILURES ===================================\n______ test_phase16_schema_adds_rule_name_and_applies_card_category_rules ______\n\n    def test_phase16_schema_adds_rule_name_and_applies_card_category_rules() -> None:\n        conn = db()\n        assert get_schema_version(conn) == 22\n        cats = add_categories(conn)\n        seed_credit_card_candidates_from_rows(\n            conn,\n            [\n                row(\"Netflix\"),\n                row(\"Digitec Galaxus AG\"),\n                row(\"Kantonsspital Baden\"),\n                row(\"Agrola Tankstelle\"),\n                row(\"IKEA\"),\n                row(\"QUALIPET\"),\n                row(\"Dropbox\"),\n                row(\"McDonald's\"),\n            ],\n            source_file_label=\"phase16_card.csv\",\n            subscription_category_id=cats[\"Freizeit / Ausflüge / Abos\"],\n        )\n    \n        result = apply_user_budget_rules_to_candidates(conn, year=\"2026\")\n    \n        assert result[\"productive_confirmed_count\"] == 0\n        assert candidate(conn, \"Netflix\")[\"proposed_category_name\"] == \"Freizeit / Ausflüge / Abos\"\n        assert candidate(conn, \"Netflix\")[\"status\"] == \"auto_categorized\"\n        assert candidate(conn, \"Netflix\")[\"rule_name\"]\n        assert candidate(conn, \"Digitec Galaxus AG\")[\"status\"] == \"needs_review\"\n        assert candidate(conn, \"Digitec Galaxus AG\")[\"review_reason\"] == \"Galaxus/Digitec bitte manuell prüfen oder splitten\"\n>       assert candidate(conn, \"Kantonsspital Baden\")[\"proposed_category_name\"] == \"Gesundheit / Medizin\"\nE       AssertionError: assert 'Gesundheit' == 'Gesundheit / Medizin'\nE         \nE         - Gesundheit / Medizin\nE         + Gesundheit\n\ntests/unit/test_budget_phase16_user_rules.py:78: AssertionError\n____ test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits ____\n\n    def test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits() -> None:\n        conn = db()\n        cats = add_categories(conn)\n        seed_credit_card_candidates_from_rows(conn, [row(\"Migros MMM\")], source_file_label=\"phase16_card.csv\")\n        seed_migros_candidates_from_rows(\n            conn,\n            [\n                {\"Datum\": \"2026-02-03\", \"Zeit\": \"10:00\", \"Filiale\": \"Migros Baden\", \"Kasse\": \"1\", \"Transaktion\": \"A\", \"Artikel\": \"A\", \"Umsatz\": \"10.00\"},\n                {\"Datum\": \"2026-02-04\", \"Zeit\": \"11:00\", \"Filiale\": \"Migros Baden\", \"Kasse\": \"1\", \"Transaktion\": \"B\", \"Artikel\": \"B\", \"Umsatz\": \"60.00\"},\n            ],\n            source_file_label=\"phase16_migros.csv\",\n            auto_category_id=cats[\"Essen & Haushalt\"],\n        )\n    \n        result = apply_user_budget_rules_to_candidates(conn, year=\"2026\")\n    \n        assert result[\"covered_by_migros_count\"] == 1\n        assert result[\"migros_under_50_count\"] == 1\n        assert result[\"migros_over_50_count\"] == 1\n        covered = list_transaction_candidates(conn, tab=\"covered_by_migros\")\n>       assert len(covered) == 1\nE       AssertionError: assert 3 == 1\nE        +  where 3 = len([{'account_source': None, 'amount_original': '12.00', 'classification': 'covered_by_migros', 'confidence': '0.96', ......ource': None, 'amount_original': '60.00', 'classification': 'migros_review_over_threshold', 'confidence': '0.62', ...}])\n\ntests/unit/test_budget_phase16_user_rules.py:106: AssertionError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase16_user_rules.py::test_phase16_schema_adds_rule_name_and_applies_card_category_rules\nFAILED tests/unit/test_budget_phase16_user_rules.py::test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits\n2 failed in 0.32s", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


Tests sind grün-nah: zwei echte Lücken — Kategorie-Lookup greift zu breit auf „Gesundheit“ statt exakter Nutzerkategorie, und der neue Covered-by-Migros-Tab fehlt. Ich korrigiere beides.

patch

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 _category_id_name(conn: Connection, name: str) -> tuple[str | None, str]:
    cid, cname = _category_by_name(conn, [name])
    return cid, cname or name


--- 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
@@ -354,6 +354,9 @@

 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


            "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'",

            "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'",


--- 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
@@ -559,12 +559,19 @@
         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')",


terminal

Output:
..                                                                       [100%]
2 passed in 0.30s


Phase‑1.6 Kern-Tests sind grün. Ich ergänze jetzt die restlichen geforderten Muster/Filter in Tests und verdrahte die Review-Ansicht auf die neuen Tabs.

Explanation:
**Considering test requirements**

I think I need to broaden the test requirements. Right now, we've only tested Netflix, but it would be good to include patterns for Apple, Google, Amazon, and Disney too. I should explicitly list the requested tests and think about expanding the test rows and asserts. Also, I realize there’s a need to update the frontend tabs. Is there an existing API endpoint I should be aware of, or can I just apply it through a script? I’ll need to inspect the current frontend as well.

patch

            row("Apple.com"),
            row("Google"),
            row("Amazon Prime"),
            row("Netflix"),
            row("Disney Plus"),
            row("Digitec Galaxus AG"),
            row("Kantonsspital Baden"),
            row("Apotheke Suessbach AG"),
            row("Agrola Tankstelle"),
            row("EasyPark"),
            row("SBB CFF FFS"),
            row("IKEA"),
            row("JUMBO"),
            row("Landi"),
            row("QUALIPET"),
            row("Fressnapf"),
            row("Kleintierpraxis Tim"),
            row("Dropbox"),
            row("Gemeinde Windisch"),
            row("McDonald's"),

            row("Netflix"),
            row("Digitec Galaxus AG"),
            row("Kantonsspital Baden"),
            row("Agrola Tankstelle"),
            row("IKEA"),
            row("QUALIPET"),
            row("Dropbox"),
            row("McDonald's"),


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
@@ -54,13 +54,25 @@
     seed_credit_card_candidates_from_rows(
         conn,
         [
+            row("Apple.com"),
+            row("Google"),
+            row("Amazon Prime"),
             row("Netflix"),
+            row("Disney Plus"),
             row("Digitec Galaxus AG"),
             row("Kantonsspital Baden"),
+            row("Apotheke Suessbach AG"),
             row("Agrola Tankstelle"),
+            row("EasyPark"),
+            row("SBB CFF FFS"),
             row("IKEA"),
+            row("JUMBO"),
+            row("Landi"),
             row("QUALIPET"),
+            row("Fressnapf"),
+            row("Kleintierpraxis Tim"),
             row("Dropbox"),
+            row("Gemeinde Windisch"),
             row("McDonald's"),
         ],
         source_file_label="phase16_card.csv",


    assert result["subscription_count"] == 5
    for desc in ["Apple.com", "Google", "Amazon Prime", "Netflix", "Disney Plus"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Freizeit / Ausflüge / Abos"
        assert candidate(conn, desc)["status"] == "auto_categorized"
        assert candidate(conn, desc)["rule_name"]
    assert candidate(conn, "Digitec Galaxus AG")["status"] == "needs_review"

    assert candidate(conn, "Netflix")["proposed_category_name"] == "Freizeit / Ausflüge / Abos"
    assert candidate(conn, "Netflix")["status"] == "auto_categorized"
    assert candidate(conn, "Netflix")["rule_name"]
    assert candidate(conn, "Digitec Galaxus AG")["status"] == "needs_review"


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
@@ -82,9 +82,11 @@
     result = apply_user_budget_rules_to_candidates(conn, year="2026")

     assert result["productive_confirmed_count"] == 0
-    assert candidate(conn, "Netflix")["proposed_category_name"] == "Freizeit / Ausflüge / Abos"
-    assert candidate(conn, "Netflix")["status"] == "auto_categorized"
-    assert candidate(conn, "Netflix")["rule_name"]
+    assert result["subscription_count"] == 5
+    for desc in ["Apple.com", "Google", "Amazon Prime", "Netflix", "Disney Plus"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Freizeit / Ausflüge / Abos"
+        assert candidate(conn, desc)["status"] == "auto_categorized"
+        assert candidate(conn, desc)["rule_name"]
     assert candidate(conn, "Digitec Galaxus AG")["status"] == "needs_review"
     assert candidate(conn, "Digitec Galaxus AG")["review_reason"] == "Galaxus/Digitec bitte manuell prüfen oder splitten"
     assert candidate(conn, "Kantonsspital Baden")["proposed_category_name"] == "Gesundheit / Medizin"


    for desc in ["Kantonsspital Baden", "Apotheke Suessbach AG"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Gesundheit / Medizin"
    for desc in ["Agrola Tankstelle", "EasyPark", "SBB CFF FFS"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Auto / Transport"
    for desc in ["IKEA", "JUMBO", "Landi"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Hausrat / Möbel & Garten"
    for desc in ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Haustiere"
    for desc in ["Dropbox", "Gemeinde Windisch"]:
        assert candidate(conn, desc)["proposed_category_name"] == "Sonstiges / Administration"
    assert candidate(conn, "McDonald's")["proposed_category_name"] == "Essen & Haushalt"
    assert len(list_transaction_candidates(conn, tab="subscriptions")) == 5
    assert len(list_transaction_candidates(conn, tab="health")) == 2
    assert len(list_transaction_candidates(conn, tab="auto_transport")) == 3
    assert len(list_transaction_candidates(conn, tab="pets")) == 3

    assert candidate(conn, "Kantonsspital Baden")["proposed_category_name"] == "Gesundheit / Medizin"
    assert candidate(conn, "Agrola Tankstelle")["proposed_category_name"] == "Auto / Transport"
    assert candidate(conn, "IKEA")["proposed_category_name"] == "Hausrat / Möbel & Garten"
    assert candidate(conn, "QUALIPET")["proposed_category_name"] == "Haustiere"
    assert candidate(conn, "Dropbox")["proposed_category_name"] == "Sonstiges / Administration"
    assert candidate(conn, "McDonald's")["proposed_category_name"] == "Essen & Haushalt"


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
@@ -89,12 +89,21 @@
         assert candidate(conn, desc)["rule_name"]
     assert candidate(conn, "Digitec Galaxus AG")["status"] == "needs_review"
     assert candidate(conn, "Digitec Galaxus AG")["review_reason"] == "Galaxus/Digitec bitte manuell prüfen oder splitten"
-    assert candidate(conn, "Kantonsspital Baden")["proposed_category_name"] == "Gesundheit / Medizin"
-    assert candidate(conn, "Agrola Tankstelle")["proposed_category_name"] == "Auto / Transport"
-    assert candidate(conn, "IKEA")["proposed_category_name"] == "Hausrat / Möbel & Garten"
-    assert candidate(conn, "QUALIPET")["proposed_category_name"] == "Haustiere"
-    assert candidate(conn, "Dropbox")["proposed_category_name"] == "Sonstiges / Administration"
+    for desc in ["Kantonsspital Baden", "Apotheke Suessbach AG"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Gesundheit / Medizin"
+    for desc in ["Agrola Tankstelle", "EasyPark", "SBB CFF FFS"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Auto / Transport"
+    for desc in ["IKEA", "JUMBO", "Landi"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Hausrat / Möbel & Garten"
+    for desc in ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Haustiere"
+    for desc in ["Dropbox", "Gemeinde Windisch"]:
+        assert candidate(conn, desc)["proposed_category_name"] == "Sonstiges / Administration"
     assert candidate(conn, "McDonald's")["proposed_category_name"] == "Essen & Haushalt"
+    assert len(list_transaction_candidates(conn, tab="subscriptions")) == 5
+    assert len(list_transaction_candidates(conn, tab="health")) == 2
+    assert len(list_transaction_candidates(conn, tab="auto_transport")) == 3
+    assert len(list_transaction_candidates(conn, tab="pets")) == 3

 def test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits() -> None:


terminal

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


Explanation:
**Updating schema tests**

I need to update the schema version tests, but I think I should focus on the frontend first. It makes sense to read through the file to understand what changes are necessary before diving deeper into the schema adjustments. I want to make sure everything aligns properly, so I’ll take a moment to review that file first. This way, I can tackle the updates effectively without overlooking any details!


1|<template>
     2|

     3|
     4|
Ausgaben · Import Review

     5|
Source-aware Buchungskandidaten

     6|
Dry Run / Review / Confirm. Migros-Artikelzeilen bleiben Detaildaten; normale Review zeigt Bon- oder Zahlungsebene.

     7|
     8|
{{ message }}

     9|
{{ error }}

    10|
    11|

    12|

    13|        <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>
    14|

    15|

    16|        <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>
    17|        <button class="rounded-lg bg-cyan-500 px-4 py-2 text-sm font-semibold text-slate-950" @click="load">Aktualisieren</button>
    18|        <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>
    19|

    20|

    21|

    22|

Quelle	Beschreibung	Vorschlag	Reason	Status	Aktion

    23|

    24|

    25|              {{ item.source_type }}{{ item.source_file_label }}{{ item.source_row_or_range }}
    26|              {{ item.transaction_date || '—' }} · {{ item.description }}Betrag lokal sichtbar; nicht im Chat reporten.{{ item.account_source }}
    27|              {{ item.proposed_category_name || 'Review nötig' }}Confidence {{ item.confidence }}mögliches Duplikat
    28|              {{ item.classification || '—' }}{{ item.review_reason || item.notes }}covered by {{ item.covered_by_source }}
    29|              {{ item.status }}
    30|
    31|

    32|                  <button class="rounded border border-emerald-500/60 px-2 py-1 text-xs text-emerald-200" @click="confirmItem(item)">Confirm</button>
    33|                  <button class="rounded border border-slate-700 px-2 py-1 text-xs text-slate-300" @click="ignoreItem(item.transaction_candidate_id)">Ignorieren</button>
    34|                  <button class="rounded border border-amber-500/60 px-2 py-1 text-xs text-amber-200" @click="markTransfer(item.transaction_candidate_id)">Transfer</button>
    35|                  <button class="rounded border border-cyan-500/60 px-2 py-1 text-xs text-cyan-200" @click="splitInfo(item)">Split</button>
    36|

    37|
    38|

    39|
Keine Kandidaten.

    40|

    41|

    42|

    43|

    44|

    45|</template>
    46|
    73|


[Your active task list was preserved across context compression]
- [>] tests-red. Phase-1.6 Tests für Nutzer-Kategorisierungsregeln und Review-Filter schreiben und RED verifizieren (in_progress)
- [ ] implement. Kategorisierungsregeln, Rebewertung, Audit und Review-Filter/UI ergänzen (pending)
- [ ] runtime. Bestehende offene Kreditkarten-/Migros-Kandidaten für 2026 neu bewerten, ohne Confirm (pending)
- [ ] verify. Compile, pytest, npm test/build, Secret Scans, Git-Safety, diff-check ausführen (pending)
- [ ] commit. Commit, Push, Remote-Hash verifizieren und Abschlussbericht liefern (pending)


Ich setze direkt fort: Tests sind inzwischen für den Kern grün; ich verdrahte jetzt noch Frontend/API-Typen und die neuen Review-Tabs, danach Runtime-Rebewertung 2026 und vollständige Verification/Commit/Push.


     1|import { apiGet, apiPost } from './client'
     2|
     3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }
     4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; color?: string | null; icon?: string | null; children?: BudgetCategory[] }
     5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }
     6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; status: string }
     7|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown> }
     8|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }
     9|export type BudgetSeedCandidate = {
    10|  seed_candidate_id: string
    11|  source_file_label?: string
    12|  source_sheet: string
    13|  source_row_or_range?: string | null
    14|  candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'
    15|  source_label?: string | null
    16|  proposed_category_id?: string | null
    17|  proposed_parent_label?: string | null
    18|  proposed_name?: string | null
    19|  proposed_period_type?: string | null
    20|  proposed_amount_text?: string | null
    21|  currency?: string | null
    22|  confidence: string
    23|  requires_review: boolean
    24|  status: string
    25|  notes?: string | null
    26|}
    27|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
    28|export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month: string; budget_year: string; actual_year_to_date: string; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; months_with_bookings: number; plan_names?: string[] }
    29|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; account_source?: string | null; covered_by_source?: string | null }
    30|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }
    31|
    32|export const getBudgetOverview = () => apiGet<BudgetOverview>('/api/budget/overview')
    33|export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
    34|export const getIncomeStatus = (year = '2026') => apiGet<Record<string, unknown>>(`/api/budget/income/status?year=${year}`)
    35|export const getBudgetTransactions = (query = '') => apiGet<BudgetTransaction[]>(`/api/budget/transactions${query}`)
    36|export const getBudgetAccounts = () => apiGet<BudgetAccount[]>('/api/budget/accounts')
    37|export const getBudgetCategories = () => apiGet<BudgetCategory[]>('/api/budget/categories')
    38|export const getBudgetTags = () => apiGet<BudgetTag[]>('/api/budget/tags')
    39|export const previewBudgetTransaction = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transactions/preview', body)
    40|export const confirmBudgetTransaction = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transactions/confirm', body)
    41|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transactions/${id}/update`, body)
    42|export const previewBudgetTransfer = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transfers/preview', body)
    43|export const confirmBudgetTransfer = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transfers/confirm', body)
    44|export const previewBudgetAccount = (body: unknown) => apiPost<BudgetPreview>('/api/budget/accounts/preview', body)
    45|export const confirmBudgetAccount = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/accounts/confirm', body)
    46|export const archiveBudgetAccount = (id: string) => apiPost<BudgetConfirm>(`/api/budget/accounts/${id}/archive`, {})
    47|export const previewBudgetCategory = (body: unknown) => apiPost<BudgetPreview>('/api/budget/categories/preview', body)
    48|export const confirmBudgetCategory = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/categories/confirm', body)
    49|export const updateBudgetCategory = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/update`, body)
    50|export const archiveBudgetCategory = (id: string) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/archive`, {})
    51|export const previewBudgetTag = (body: unknown) => apiPost<BudgetPreview>('/api/budget/tags/preview', body)
    52|export const confirmBudgetTag = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/tags/confirm', body)
    53|export const archiveBudgetTag = (id: string) => apiPost<BudgetConfirm>(`/api/budget/tags/${id}/archive`, {})
    54|export const getBudgetSeedCandidates = () => apiGet<BudgetSeedCandidate[]>('/api/budget/seed-candidates')
    55|export const generateBudgetSeedCandidates = (body: unknown) => apiPost<BudgetSeedSummary>('/api/budget/seed-candidates/generate', body)
    56|export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/seed-candidates/${id}/preview`, body)
    57|export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/confirm`, body)
    58|export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/ignore`, { note })
    59|export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/reopen`, { note })
    60|export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/status`, { status, note })
    61|export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/convert-unclean`, body)
    62|export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})
    63|export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
    64|export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
    65|export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})
    66|export const getBudgetTransactionCandidates = (status = '', tab = '') => {
    67|  const params = new URLSearchParams()
    68|  if (status) params.set('status', status)
    69|  if (tab) params.set('tab', tab)
    70|  const qs = params.toString()
    71|  return apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)
    72|}
    73|export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
    74|export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
    75|export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
    76|export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })
    77|export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })
    78|export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost<BudgetConfirm & { split_count: number }>(`/api/budget/transaction-candidates/${id}/split`, { splits })
    79|export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/transfer`, { note })
    80|export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[]) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })
    81|