     1|from __future__ import annotations
     2|
     3|from datetime import date
     4|from decimal import Decimal
     5|from sqlite3 import Connection
     6|
     7|from jarvis_finance.services.budget_common import row_to_dict
     8|from jarvis_finance.services.budget_transactions import list_budget_transactions
     9|
    10|
    11|def _current_month(conn: Connection) -> str:
    12|    tx = conn.execute("SELECT substr(MAX(transaction_date),1,7) AS month FROM budget_transactions").fetchone()
    13|    if tx and tx["month"]:
    14|        return tx["month"]
    15|    plan = conn.execute("SELECT MIN(plan_month) AS month FROM budget_plan_items WHERE is_active=1").fetchone()
    16|    if plan and plan["month"]:
    17|        return plan["month"]
    18|    return conn.execute("SELECT substr(date('now'),1,7)").fetchone()[0]
    19|
    20|
    21|def _amount(row) -> Decimal:
    22|    return Decimal(str(row["amount_chf"] or row["amount_original"] or "0"))
    23|
    24|
    25|def _monthly_plan_amount(plan) -> Decimal:
    26|    if plan["monthly_amount_chf"]:
    27|        return Decimal(str(plan["monthly_amount_chf"]))
    28|    if plan["annual_amount_chf"]:
    29|        return Decimal(str(plan["annual_amount_chf"])) / Decimal("12")
    30|    return Decimal("0")
    31|
    32|
    33|def _annual_plan_amount(plan) -> Decimal:
    34|    if plan["annual_amount_chf"]:
    35|        return Decimal(str(plan["annual_amount_chf"]))
    36|    if plan["monthly_amount_chf"]:
    37|        return Decimal(str(plan["monthly_amount_chf"])) * Decimal("12")
    38|    return Decimal("0")
    39|
    40|
    41|def _fmt(value: Decimal) -> str:
    42|    return format(value, "f")
    43|
    44|
    45|def get_monthly_summary(conn: Connection, month: str | None = None) -> dict:
    46|    selected_month = month or _current_month(conn)
    47|    rows = conn.execute("SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?", (selected_month,)).fetchall()
    48|    income = Decimal("0")
    49|    expense = Decimal("0")
    50|    for row in rows:
    51|        amount = _amount(row)
    52|        if row["transaction_type"] in {"income", "refund"}:
    53|            income += amount
    54|        elif row["transaction_type"] in {"expense", "fee"}:
    55|            expense += amount
    56|    return {"month": selected_month, "income_chf": _fmt(income), "expense_chf": _fmt(expense), "net_cashflow_chf": _fmt(income - expense), "transaction_count": len(rows)}
    57|
    58|
    59|def get_category_summary(conn: Connection, month: str | None = None) -> list[dict]:
    60|    selected_month = month or _current_month(conn)
    61|    rows = conn.execute(
    62|        """
    63|        SELECT COALESCE(c.category_id, 'uncategorized') AS summary_category_id,
    64|               COALESCE(c.name, 'Unkategorisiert') AS summary_category_name,
    65|               t.transaction_type,
    66|               t.amount_chf,
    67|               t.amount_original,
    68|               COUNT(*) AS count
    69|        FROM budget_transactions t
    70|        LEFT JOIN budget_categories c ON c.category_id=t.category_id
    71|        WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=?
    72|          AND t.transaction_type IN ('income','expense','refund','fee')
    73|        GROUP BY COALESCE(c.category_id, 'uncategorized'), COALESCE(c.name, 'Unkategorisiert'), t.transaction_type, t.amount_chf, t.amount_original
    74|        """,
    75|        (selected_month,),
    76|    ).fetchall()
    77|    totals: dict[str, dict] = {}
    78|    for row in rows:
    79|        item = totals.setdefault(row["summary_category_id"], {"category_id": row["summary_category_id"], "category_name": row["summary_category_name"], "amount_chf": Decimal("0"), "transaction_count": 0})
    80|        item["amount_chf"] += Decimal(str(row["amount_chf"] or row["amount_original"] or "0"))
    81|        item["transaction_count"] += int(row["count"])
    82|    result = list(totals.values())
    83|    result.sort(key=lambda x: x["amount_chf"], reverse=True)
    84|    return [{**r, "amount_chf": _fmt(r["amount_chf"])} for r in result]
    85|
    86|
    87|def _months_denominator(year: str, months_with_bookings: int) -> int:
    88|    today = date.today()
    89|    if str(today.year) == year:
    90|        elapsed = today.month
    91|    else:
    92|        elapsed = 12
    93|    return max(1, min(12, max(months_with_bookings, elapsed)))
    94|
    95|
    96|def _status(category_type: str, budget_year: Decimal, forecast_year: Decimal, actual_year: Decimal, months_with_bookings: int) -> str:
    97|    if actual_year == 0 or months_with_bookings == 0 or budget_year <= 0:
    98|        return "Noch keine Daten"
    99|    ratio = forecast_year / budget_year
   100|    if category_type == "income":
   101|        if ratio >= Decimal("1"):
   102|            return "Grün"
   103|        if ratio >= Decimal("0.90"):
   104|            return "Gelb"
   105|        return "Rot"
   106|    if ratio > Decimal("1.15"):
   107|        return "Kritisch"
   108|    if ratio > Decimal("1"):
   109|        return "Rot"
   110|    if ratio >= Decimal("0.90"):
   111|        return "Gelb"
   112|    return "Grün"
   113|
   114|
   115|def get_budget_status_by_category(conn: Connection, *, year: str = "2026") -> list[dict]:
   116|    plan_rows = conn.execute(
   117|        """
   118|        SELECT p.*, c.name AS category_name, c.category_type, c.sort_order
   119|        FROM budget_plan_items p
   120|        JOIN budget_categories c ON c.category_id=p.category_id
   121|        WHERE p.is_active=1 AND c.is_active=1 AND substr(p.plan_month,1,4)=?
   122|        ORDER BY c.sort_order, c.name, p.name
   123|        """,
   124|        (year,),
   125|    ).fetchall()
   126|    actual_rows = conn.execute(
   127|        """
   128|        SELECT category_id, SUM(CAST(COALESCE(amount_chf, amount_original, '0') AS REAL)) AS amount,
   129|               COUNT(DISTINCT substr(transaction_date,1,7)) AS months
   130|        FROM budget_transactions
   131|        WHERE status='confirmed' AND substr(transaction_date,1,4)=?
   132|          AND transaction_type IN ('income','refund','expense','fee')
   133|        GROUP BY category_id
   134|        """,
   135|        (year,),
   136|    ).fetchall()
   137|    actual = {r["category_id"]: (Decimal(str(r["amount"] or 0)), int(r["months"] or 0)) for r in actual_rows}
   138|    grouped: dict[str, dict] = {}
   139|    for plan in plan_rows:
   140|        item = grouped.setdefault(plan["category_id"], {
   141|            "category_id": plan["category_id"],
   142|            "category": plan["category_name"],
   143|            "category_type": plan["category_type"],
   144|            "budget_month": Decimal("0"),
   145|            "budget_year": Decimal("0"),
   146|            "plans": [],
   147|        })
   148|        bm = _monthly_plan_amount(plan)
   149|        by = _annual_plan_amount(plan)
   150|        item["budget_month"] += bm
   151|        item["budget_year"] += by
   152|        item["plans"].append(plan["name"])
   153|    results: list[dict] = []
   154|    for category_id, item in grouped.items():
   155|        actual_year, months = actual.get(category_id, (Decimal("0"), 0))
   156|        denom = _months_denominator(year, months)
   157|        actual_avg = actual_year / Decimal(denom)
   158|        forecast_year = actual_avg * Decimal("12") if actual_year else Decimal("0")
   159|        forecast_month = forecast_year / Decimal("12") if forecast_year else Decimal("0")
   160|        deviation = forecast_year - item["budget_year"]
   161|        results.append({
   162|            "category_id": category_id,
   163|            "category": item["category"],
   164|            "category_type": item["category_type"],
   165|            "budget_month": _fmt(item["budget_month"]),
   166|            "budget_year": _fmt(item["budget_year"]),
   167|            "actual_year_to_date": _fmt(actual_year),
   168|            "actual_avg_month": _fmt(actual_avg),
   169|            "forecast_year": _fmt(forecast_year),
   170|            "forecast_avg_month": _fmt(forecast_month),
   171|            "deviation_year": _fmt(deviation),
   172|            "deviation_month": _fmt(deviation / Decimal("12")),
   173|            "status": _status(item["category_type"], item["budget_year"], forecast_year, actual_year, months),
   174|            "months_with_bookings": months,
   175|            "plan_names": item["plans"],
   176|        })
   177|    return results
   178|
   179|
   180|def get_income_status(conn: Connection, *, year: str = "2026") -> dict:
   181|    rows = [r for r in get_budget_status_by_category(conn, year=year) if r["category_type"] == "income"]
   182|    def s(key: str) -> Decimal:
   183|        return sum((Decimal(str(r[key])) for r in rows), Decimal("0"))
   184|    budget_year = s("budget_year")
   185|    forecast_year = s("forecast_year")
   186|    actual_year = s("actual_year_to_date")
   187|    return {
   188|        "year": year,
   189|        "planned_income_month": _fmt(s("budget_month")),
   190|        "planned_income_year": _fmt(budget_year),
   191|        "actual_income_year_to_date": _fmt(actual_year),
   192|        "forecast_income_year": _fmt(forecast_year),
   193|        "deviation_year": _fmt(forecast_year - budget_year),
   194|        "status": _status("income", budget_year, forecast_year, actual_year, max((int(r["months_with_bookings"]) for r in rows), default=0)),
   195|        "categories": rows,
   196|    }
   197|
   198|
   199|def get_budget_overview(conn: Connection, month: str | None = None) -> dict:
   200|    month = month or _current_month(conn)
   201|    year = month[:4]
   202|    monthly = get_monthly_summary(conn, month)
   203|    rows = conn.execute("SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?", (month,)).fetchall()
   204|    review_count = conn.execute(
   205|        """
   206|        SELECT COUNT(*) FROM budget_transactions t
   207|        LEFT JOIN budget_transaction_tags tt ON tt.budget_transaction_id=t.budget_transaction_id
   208|        LEFT JOIN budget_tags tag ON tag.tag_id=tt.tag_id
   209|        WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=? AND (t.category_id IS NULL OR tag.name='Review' OR t.fx_status='missing')
   210|        """,
   211|        (month,),
   212|    ).fetchone()[0]
   213|    pending_seed_count = conn.execute("SELECT COUNT(*) FROM budget_seed_candidates WHERE status IN ('pending','needs_review','edited','accepted')").fetchone()[0]
   214|    pending_tx_candidates = conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review')").fetchone()[0]
   215|    uncategorized = sum(1 for r in rows if r["category_id"] is None and r["transaction_type"] in {"income", "expense", "refund", "fee"})
   216|    status_rows = get_budget_status_by_category(conn, year=year)
   217|    planned_income = sum((Decimal(r["budget_month"]) for r in status_rows if r["category_type"] == "income"), Decimal("0"))
   218|    planned_expense = sum((Decimal(r["budget_month"]) for r in status_rows if r["category_type"] == "expense"), Decimal("0"))
   219|    actual_income = Decimal(str(monthly["income_chf"]))
   220|    actual_expense = Decimal(str(monthly["expense_chf"]))
   221|    planned_net = planned_income - planned_expense
   222|    actual_net = actual_income - actual_expense
   223|    remaining_total = planned_expense - actual_expense
   224|    open_without_actuals = sum(1 for item in status_rows if item["status"] == "Noch keine Daten")
   225|    uncategorized_rows = [row_to_dict(r) for r in rows if r["category_id"] is None and r["transaction_type"] in {"income", "expense", "refund", "fee"}]
   226|    return {
   227|        "current_month": month,
   228|        **monthly,
   229|        "review_count": int(review_count),
   230|        "uncategorized_count": uncategorized,
   231|        "pending_seed_candidate_count": int(pending_seed_count),
   232|        "pending_transaction_candidate_count": int(pending_tx_candidates),
   233|        "planned_income_chf": _fmt(planned_income),
   234|        "planned_expense_chf": _fmt(planned_expense),
   235|        "planned_net_chf": _fmt(planned_net),
   236|        "actual_income_chf": _fmt(actual_income),
   237|        "actual_expense_chf": _fmt(actual_expense),
   238|        "actual_net_chf": _fmt(actual_net),
   239|        "open_categories_without_actuals": open_without_actuals,
   240|        "planned_budget_chf": _fmt(planned_expense),
   241|        "remaining_budget_chf": _fmt(remaining_total),
   242|        "budget_status": "no_plans" if not status_rows else ("no_actuals" if not rows else ("over_budget" if remaining_total < 0 else "ok")),
   243|        "actuals_label": "noch keine Buchungen" if not rows else "Buchungen vorhanden",
   244|        "budget_categories": status_rows,
   245|        "uncategorized_transactions": uncategorized_rows,
   246|        "top_categories": get_category_summary(conn, month)[:5],
   247|        "recent_transactions": list_budget_transactions(conn)[:8],
   248|    }
   249|


Explanation:
**Considering categories and updates**

I need to focus on including categories that reflect actual statuses, rather than just plans. It’s important to keep track of the patch status as well because that will provide clarity on what’s been done and what’s left to address. This way, I can ensure everything is represented accurately and organized effectively. Let’s make sure to capture these details for a clearer overview!

patch

    for plan in plan_rows:
        item = grouped.setdefault(plan["category_id"], {


    grouped: dict[str, dict] = {}
    for actual_row in actual_rows:
        category_id = actual_row["category_id"]
        if not category_id:
            continue
        category = conn.execute("SELECT category_id, name, category_type FROM budget_categories WHERE category_id=? AND is_active=1", (category_id,)).fetchone()
        if not category:
            continue
        grouped[category_id] = {
            "category_id": category_id,
            "category": category["name"],
            "category_type": category["category_type"],
            "budget_month": Decimal("0"),
            "budget_year": Decimal("0"),
            "plans": [],
        }
    for plan in plan_rows:

    grouped: dict[str, dict] = {}
    for plan in plan_rows:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
@@ -136,6 +136,21 @@
     ).fetchall()
     actual = {r["category_id"]: (Decimal(str(r["amount"] or 0)), int(r["months"] or 0)) for r in actual_rows}
     grouped: dict[str, dict] = {}
+    for actual_row in actual_rows:
+        category_id = actual_row["category_id"]
+        if not category_id:
+            continue
+        category = conn.execute("SELECT category_id, name, category_type FROM budget_categories WHERE category_id=? AND is_active=1", (category_id,)).fetchone()
+        if not category:
+            continue
+        grouped[category_id] = {
+            "category_id": category_id,
+            "category": category["name"],
+            "category_type": category["category_type"],
+            "budget_month": Decimal("0"),
+            "budget_year": Decimal("0"),
+            "plans": [],
+        }
     for plan in plan_rows:
         item = grouped.setdefault(plan["category_id"], {
             "category_id": plan["category_id"],


terminal

unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase18_core_flow.py -q


Output:
.....                                                                    [100%]
5 passed in 0.41s


Core-Flow-Regression ist jetzt grün. Weiter mit UI-/Navigationstrennung: zentrale Seite „Buchungen prüfen“, keine Doppelung Import Review/Kategoriezuordnung.

Explanation:
**Updating tasks and routes**

I need to update the todo for project p18-1, but maybe only partially. I also have to consider the frontend navigation and routes. It seems important to inspect the router to see if everything aligns. There might be more details to figure out, but I feel like I can address this systematically. It’s just about piecing everything together in a way that makes sense. Let’s take it step by step!

todo

Arbeitsbasis, Schema und Runtime-Zustand prüfen; Backup-Pfad vorbereiten

Tests für Phase 1.8 Navigation/Confirm/Effective Expenses/UAT Cleanup/Kategorie/Budgetstatus ergänzen und RED prüfen

Confirm-Flow hart validieren, confirmed_transaction_id Migration/Schema ergänzen, Audit sicherstellen

Effektive Ausgaben auf confirmed expense budget_transactions begrenzen


Menü und Routen auf zentrale Seite „Buchungen prüfen“ umbauen; Doppelung entfernen

UAT12 Runtime-Cleanup mit Backup, Dry Run, Audit/Cleanup-Event und Nachkontrolle durchführen

Runtime-UAT Kandidat Confirm/Kategorie ändern/Ignore-Reopen/Budgetstatus ohne Beträge im Bericht durchführen

Full verification: compile, pytest, npm test/build, scans, Git-Safety, diff-check

Commit, push, Remote-Hash verifizieren, Abschlussbericht


     1|import { createRouter, createWebHistory } from 'vue-router'
     2|import CommandCenter from '@/pages/CommandCenter.vue'
     3|import PortfolioPage from '@/pages/PortfolioPage.vue'
     4|import CryptoPage from '@/pages/CryptoPage.vue'
     5|import EquityPage from '@/pages/EquityPage.vue'
     6|import WalletsPage from '@/pages/WalletsPage.vue'
     7|import ReportsPage from '@/pages/ReportsPage.vue'
     8|import PositionAddPage from '@/pages/PositionAddPage.vue'
     9|import RoadmapPage from '@/pages/RoadmapPage.vue'
    10|import BudgetOverviewPage from '@/pages/BudgetOverviewPage.vue'
    11|import BudgetTransactionsPage from '@/pages/BudgetTransactionsPage.vue'
    12|import BudgetAccountsPage from '@/pages/BudgetAccountsPage.vue'
    13|import BudgetCategoriesPage from '@/pages/BudgetCategoriesPage.vue'
    14|import BudgetSetupPage from '@/pages/BudgetSetupPage.vue'
    15|import BudgetImportReviewPage from '@/pages/BudgetImportReviewPage.vue'
    16|import BudgetCategoryAssignmentPage from '@/pages/BudgetCategoryAssignmentPage.vue'
    17|import BudgetIncomePage from '@/pages/BudgetIncomePage.vue'
    18|
    19|const later = (title: string, description: string) => ({ component: RoadmapPage, props: { title, description }, meta: { title } })
    20|const router = createRouter({
    21|  history: createWebHistory(),
    22|  routes: [
    23|    { path: '/', name: 'command-center', component: CommandCenter, meta: { title: 'Command Center' } },
    24|    { path: '/portfolio', name: 'portfolio', component: PortfolioPage, meta: { title: 'Portfolio' } },
    25|    { path: '/crypto', name: 'crypto', component: CryptoPage, meta: { title: 'Crypto' } },
    26|    { path: '/equity', name: 'equity', component: EquityPage, meta: { title: 'Aktien & ETFs' } },
    27|    { path: '/wallets', name: 'wallets', component: WalletsPage, meta: { title: 'Wallets' } },
    28|    { path: '/positions/add', name: 'position-add', component: PositionAddPage, meta: { title: 'Position hinzufügen' } },
    29|    { path: '/reports', name: 'reports', component: ReportsPage, meta: { title: 'Reports' } },
    30|    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budgetstatus nach Kategorie' } },
    31|    { path: '/planning/budget/status', name: 'budget-status', component: BudgetOverviewPage, meta: { title: 'Budgetstatus nach Kategorie' } },
    32|    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Manuelle Budget-Transaktionen' } },
    33|    { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },
    34|    { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },
    35|    { path: '/planning/budget/tags', name: 'budget-tags-later', ...later('Tags', 'Tag-Verwaltung ist als Budget Setup-Unterseite vorgesehen. Aktuell erfolgt sie im bestehenden Kategorien/Setup-Flow.') },
    36|    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Excel übernehmen / Seed Review' } },
    37|    { path: '/planning/budget/plans', name: 'budget-plans-later', ...later('Budgetpläne', 'Budgetpläne sind produktiv übernommen; Detailpflege folgt als eigener Editor.') },
    38|    { path: '/planning/budget/monthly', name: 'budget-monthly-later', ...later('Monatsbudget', 'Monatsbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },
    39|    { path: '/planning/budget/yearly', name: 'budget-yearly-later', ...later('Jahresbudget', 'Jahresbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },
    40|    { path: '/planning/budget/income/planned', name: 'budget-income-planned', component: BudgetIncomePage, meta: { title: 'Geplante Einnahmen' } },
    41|    { path: '/planning/budget/income/actual', name: 'budget-income-actual', component: BudgetIncomePage, meta: { title: 'Effektive Einnahmen' } },
    42|    { path: '/planning/budget/income/forecast', name: 'budget-income-forecast', component: BudgetIncomePage, meta: { title: 'Einkommen Prognose' } },
    43|    { path: '/planning/budget/expenses/actual', name: 'budget-expenses-actual', component: BudgetTransactionsPage, meta: { title: 'Effektive Ausgaben' } },
    44|    { path: '/planning/budget/expenses/manual', name: 'budget-expenses-manual', component: BudgetTransactionsPage, meta: { title: 'Manuelle Ausgabe' } },
    45|    { path: '/planning/budget/import-review', name: 'budget-import-review', component: BudgetImportReviewPage, meta: { title: 'Import Review' } },
    46|    { path: '/planning/budget/category-assignment', name: 'budget-category-assignment', component: BudgetCategoryAssignmentPage, meta: { title: 'Kategoriezuordnung' } },
    47|    { path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual', component: BudgetOverviewPage, meta: { title: 'Budget vs Ist' } },
    48|    { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis-later', ...later('Kategorienvergleich', 'Kategorienvergleich ist Roadmap, kein Fake-Inhalt.') },
    49|    { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis-later', ...later('Monatsverlauf', 'Monatsverlauf folgt nach stabiler Budgetbasis.') },
    50|    { path: '/planning/budget/analysis/forecast', name: 'budget-forecast', component: BudgetOverviewPage, meta: { title: 'Prognose' } },
    51|    { path: '/planning/budget/analysis/traffic-lights', name: 'budget-traffic-lights', component: BudgetOverviewPage, meta: { title: 'Ampeln' } },
    52|    { path: '/planning/budget/imports', name: 'budget-imports-later', ...later('Imports, später', 'VISA/Migros/Cumulus-Massenimporte bleiben später; aktuell nur kontrollierter Review-Seed.') },
    53|    { path: '/planning/budget/rules', name: 'budget-rules-later', ...later('Regeln, später', 'Keine grosse Rule Engine; nur MVP-light Vorschläge im Import Review.') },
    54|    { path: '/planning/budget/fixed-costs', name: 'budget-fixed-costs-later', ...later('Fixkosten, später', 'Recurring Candidates bleiben Review-/Roadmap-Objekte.') },
    55|    { path: '/planning/budget/duplicates', name: 'budget-duplicates-later', ...later('Duplikate, später', 'Minimale Duplikaterkennung existiert im Import Review; Detailmodul folgt später.') },
    56|    { path: '/planning/budget/migros-cumulus', name: 'budget-migros-later', ...later('Migros/Cumulus Details', 'Details folgen nach kontrolliertem Import-Review.') },
    57|    { path: '/planning/budget/visa-import', name: 'budget-visa-later', ...later('VISA Import', 'Kein VISA-Massenimport ohne Dry Run/Review.') },
    58|    { path: '/planning/finance', name: 'finance-later', ...later('Finanzplanung, später', 'Langfristige Planung, Ziele und Szenarien folgen später.') },
    59|    { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich wird nicht in diesem Sprint gebaut.') },
    60|    { path: '/analysis/contribution', name: 'contribution-later', ...later('Contribution, später', 'Gewinnbeitrag / Contribution ist Roadmap, kein Fake-Inhalt.') },
    61|    { path: '/analysis/backtest', name: 'backtest-later', ...later('Backtest, später', 'Backtests sind Roadmap-Punkte.') },
    62|    { path: '/analysis/analysts', name: 'analysts-later', ...later('Analysten, später', 'Analystenbewertungen folgen später ohne Provider-Abruf beim Rendern.') },
    63|    { path: '/planning/goals', name: 'goals-later', ...later('Ziele, später', 'Finanzielle Ziele werden separat geplant.') }
    64|  ]
    65|})
    66|export default router
    67|


1|<template>
     2|

     3|
     4|
Ausgaben · Import Review

     5|
Import-Kandidaten prüfen

     6|
Wofür ist diese Seite? Hier prüfst du nur Import-Kandidaten. Erst Confirm erzeugt echte Budget-Transaktionen; Ignore/Reopen und Kategorieänderungen werden auditiert.

     7|
Review-Modus: Kandidaten werden erst nach Confirm gebucht

     8|
     9|
    10|
{{ message }}

    11|
{{ error }}

    12|
    13|

    14|

    15|        <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>
    16|

    17|

    18|        <select v-model="status" class="field"><option value="">alle Status</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>
    19|        <select v-model="bulkCategory" class="field"><option value="">Bulk-Kategorie wählen</option><option v-for="cat in flatCategories" :key="cat.category_id" :value="cat.category_id">{{ cat.name }}</option></select>
    20|        <button class="btn-primary" @click="load">Aktualisieren</button>
    21|        <button class="btn" :disabled="!selectedIds.length || !bulkCategory" @click="bulkSetCategory">Auswahl kategorisieren</button>
    22|        <button class="btn" :disabled="!selectedIds.length" @click="bulkConfirm">Auswahl bestätigen</button>
    23|        <button class="btn" :disabled="!selectedIds.length" @click="bulkIgnore">Auswahl ignorieren</button>
    24|        <button class="btn" @click="previewSafe">Safe Auto Preview</button>
    25|

    26|

    27|
{{ safePreview.summary }}

    28|
Confirm bleibt bewusst manuell über Zielkonto/ausgewählte Kandidaten.

    29|

    30|

    31|

    32|

<input type="checkbox" :checked="allVisibleSelected" @change="toggleAll" />	Datum	Quelle	Händler / Beschreibung	Betrag	Währung	Kategorie-Vorschlag	Confidence	Regel/Grund	Status	Aktionen

    33|

    34|

    35|              <input v-model="selected" :value="item.transaction_candidate_id" type="checkbox" data-test="candidate-checkbox" />
    36|              {{ item.transaction_date || '—' }}
    37|              {{ item.source_type }}{{ item.source_file_label }}{{ item.source_row_or_range }}
    38|              {{ item.merchant || item.description }}{{ item.description }}{{ item.account_source }}
    39|              {{ item.amount_original || '—' }}
    40|              {{ item.currency_original }}
    41|
    42|                <select :value="item.proposed_category_id || ''" class="field w-full" data-test="candidate-category-select" @change="setCategory(item, ($event.target as HTMLSelectElement).value)">
    43|                  <option value="">Review nötig</option>
    44|                  <option v-for="cat in flatCategories" :key="cat.category_id" :value="cat.category_id">{{ cat.name }}</option>
    45|                </select>
    46|                <button class="mt-2 text-xs text-cyan-200" @click="openNewCategory(item)">+ Neue Kategorie</button>
    47|
    48|              {{ item.confidence }}mögliches Duplikat
    49|              {{ item.rule_name || item.classification || '—' }}{{ item.review_reason || item.notes }}
    50|              {{ item.status }}
    51|
    52|

    53|                  <button v-if="canConfirm(item)" class="mini green" @click="confirmItem(item)">Confirm</button>
    54|                  <button v-if="item.status !== 'ignored' && item.status !== 'confirmed'" class="mini" @click="ignoreItem(item.transaction_candidate_id)">Ignorieren</button>
    55|                  <button v-if="item.status === 'ignored'" class="mini" @click="reopenItem(item.transaction_candidate_id)">Wieder öffnen</button>
    56|                  <button v-if="item.status !== 'confirmed'" class="mini amber" @click="markTransfer(item.transaction_candidate_id)">Transfer</button>
    57|                  <button class="mini cyan" @click="showDetails(item)">Details</button>
    58|                  <button class="mini cyan" @click="splitInfo(item)">Split vorbereiten</button>
    59|

    60|
    61|

    62|
Keine Kandidaten.

    63|

    64|

    65|

    66|

    67|
    68|
    69|      <button class="float-right text-slate-300" @click="detail=null">Schließen</button>
    70|
Kandidat Details

    71|
{{ detail.merchant || detail.description }}

    72|

{{ row[0] }}

{{ row[1] || '—' }}

    73|
    74|

    75|</template>
    76|
   115|
   116|


1|<template>
     2|

     3|
     4|

     5|
Ausgaben · bestätigte Budget-Transaktionen

     6|
{{ isManual ? 'Manuelle Ausgabe' : 'Effektive Ausgaben' }}

     7|
Wofür ist diese Seite? Hier siehst und bearbeitest du bestätigte echte Budget-Transaktionen vom Typ Ausgabe. Import-Kandidaten gehören in Import Review.

     8|
Arbeitsmodus: Änderungen erst nach Bestätigung, Beträge nur via Adjustment/Reversal

     9|

    10|
<button data-test="new-expense" class="btn-primary" @click="startExpense">Ausgabe erfassen</button>

    11|
    12|
    13|

    14|      <input v-model="filters.month" class="field" placeholder="Zeitraum YYYY-MM" @change="loadTransactions" />
    15|      <select v-model="filters.account_id" class="field" @change="loadTransactions"><option value="">Alle Konten</option><option v-for="a in accounts" :key="a.budget_account_id" :value="a.budget_account_id">{{ a.name }}</option></select>
    16|      <select v-model="filters.category_id" class="field" @change="loadTransactions"><option value="">Alle Kategorien</option><option value="__uncategorized">Unkategorisiert</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    17|      <input v-model="filters.tag" class="field" placeholder="Tag" @keyup.enter="loadTransactions" />
    18|      <input v-model="filters.source_type" class="field" placeholder="Quelle" @keyup.enter="loadTransactions" />
    19|      <input v-model="filters.merchant" class="field" placeholder="Händler" @keyup.enter="loadTransactions" />
    20|      <input v-model="filters.search" class="field" placeholder="Suche" @keyup.enter="loadTransactions" />
    21|

    22|
    23|

    24|
Manuelle Ausgabe erfassen

    25|

    26|        <select v-model="form.account_id" data-test="transaction-account" class="field"><option value="">Konto wählen</option><option v-for="a in accounts" :key="a.budget_account_id" :value="a.budget_account_id">{{ a.name }}</option></select>
    27|        <input v-model="form.amount_original" data-test="transaction-amount" class="field" placeholder="Betrag" />
    28|        <input v-model="form.currency_original" class="field" placeholder="CHF" />
    29|        <input v-model="form.transaction_date" class="field" type="date" />
    30|        <input v-model="form.description" data-test="transaction-description" class="field" placeholder="Beschreibung / Händler" />
    31|        <select v-model="form.category_id" data-test="transaction-category" class="field"><option value="">Kategorie wählen</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    32|        <input v-model="form.notes" class="field md:col-span-3" placeholder="Notiz optional" />
    33|

    34|
<button data-test="preview-transaction" class="btn-primary" @click="preview">Preview / Zusammenfassung prüfen</button><button v-if="previewResult" data-test="confirm-transaction" class="btn-primary" @click="confirm">Confirm / final speichern</button>

    35|

Zusammenfassung prüfen

{{ previewResult.summary }}

FX: {{ previewResult.fx_status || 'n/a' }}

{{ w }}

    36|
{{ message }}

    37|

    38|
    39|

Datum	Konto	Händler/Beschreibung	Kategorie	Tags	Betrag	Währung	CHF-Wert	Quelle	Status

{{ tx.transaction_date }}	{{ tx.account_name }}	{{ tx.description }}	{{ tx.category_name || 'Review nötig' }}	—	{{ tx.amount_original }}	{{ tx.currency_original }}	{{ tx.amount_chf || '—' }}	{{ tx.source_type || '—' }}	{{ tx.status }}

Keine bestätigten Ausgaben für diese Filter.

    40|
    41|
    42|      <button class="float-right text-slate-300" @click="selectedTx=null">Schließen</button>
    43|
Ausgaben-Detail

    44|
{{ selectedTx.description }}

    45|

Datum

{{ selectedTx.transaction_date }}

Betrag

{{ selectedTx.currency_original }} {{ selectedTx.amount_original }}

CHF-Wert

{{ selectedTx.amount_chf || '—' }}

Status

{{ selectedTx.status }}

    46|

    47|        <select v-model="edit.category_id" class="field" data-test="expense-category-select"><option value="">Unkategorisiert</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    48|        <input v-model="edit.description" class="field" />
    49|        <input v-model="edit.tag_names" class="field" placeholder="Tags, kommagetrennt" />
    50|        <textarea v-model="edit.change_note" class="field" placeholder="Begründung / Notiz für Audit"></textarea>
    51|

    52|
<button class="btn-primary" @click="saveSelected">Kategorie/Tags mit Audit speichern</button><button class="btn" @click="reverseInfo">Stornieren/Rückgängig vorbereiten</button><button class="btn" @click="adjustmentInfo">Adjustment statt Betrag überschreiben</button>

    53|
Audit/Verlauf: Änderungen schreiben Audit-Events. Betragsänderungen werden nicht still überschrieben.

    54|
    55|

    56|</template>
    57|
    80|
    81|


Explanation:
**Considering UI updates**

I need to confirm that the UI accounts for a missing account_id! Right now, the candidate confirmation page only sends the category and type, but the backend requires the account. I should add an account dropdown to the page to include the account_id. Also, renaming the page to something like BudgetImportReviewPage could be useful. We could create an alias route for "/review" and remove the category import route. I’ll need to ensure frontend tests are included too. Let's patch this up!

patch

Ausgaben · Buchungen prüfen

Buchungen prüfen

Zentrale Arbeitsseite für noch nicht bestätigte Import-Kandidaten: Kategorie prüfen/ändern, Confirm, Ignorieren, Reopen, Split vorbereiten und Transfer markieren.

Ausgaben · Import Review

Import-Kandidaten prüfen

Wofür ist diese Seite? Hier prüfst du nur Import-Kandidaten. Erst Confirm erzeugt echte Budget-Transaktionen; Ignore/Reopen und Kategorieänderungen werden auditiert.


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -1,9 +1,9 @@
 <template>

-
Ausgaben · Import Review

-
Import-Kandidaten prüfen

-
Wofür ist diese Seite? Hier prüfst du nur Import-Kandidaten. Erst Confirm erzeugt echte Budget-Transaktionen; Ignore/Reopen und Kategorieänderungen werden auditiert.

+
Ausgaben · Buchungen prüfen

+
Buchungen prüfen

+
Zentrale Arbeitsseite für noch nicht bestätigte Import-Kandidaten: Kategorie prüfen/ändern, Confirm, Ignorieren, Reopen, Split vorbereiten und Transfer markieren.

Review-Modus: Kandidaten werden erst nach Confirm gebucht

No linter for .vue files


      <div class="mt-4 grid gap-3 lg:grid-cols-5">
        <select v-model="confirmAccount" class="field"><option value="">Confirm-Konto wählen</option><option v-for="account in accounts" :key="account.budget_account_id" :value="account.budget_account_id">{{ account.name }}</option></select>
        <select v-model="status" class="field"><option value="">offene Kandidaten</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>ignored</option></select>

      <div class="mt-4 grid gap-3 lg:grid-cols-5">
        <select v-model="status" class="field"><option value="">alle Status</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -15,7 +15,8 @@
         <button v-for="tab in tabs" :key="tab.key" class="rounded-full border px-3 py-1.5 text-xs font-semibold" :class="activeTab === tab.key ? 'border-cyan-400 bg-cyan-400/10 text-cyan-200' : 'border-slate-700 text-slate-400'" @click="setTab(tab.key)">{{ tab.label }}</button>
       </div>
       <div class="mt-4 grid gap-3 lg:grid-cols-5">
-        <select v-model="status" class="field"><option value="">alle Status</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>covered_by_migros</option><option>superseded</option><option>confirmed</option><option>ignored</option></select>
+        <select v-model="confirmAccount" class="field"><option value="">Confirm-Konto wählen</option><option v-for="account in accounts" :key="account.budget_account_id" :value="account.budget_account_id">{{ account.name }}</option></select>
+        <select v-model="status" class="field"><option value="">offene Kandidaten</option><option>pending</option><option>auto_categorized</option><option>needs_review</option><option>duplicate</option><option>duplicate_candidate</option><option>transfer_candidate</option><option>ignored</option></select>
         <select v-model="bulkCategory" class="field"><option value="">Bulk-Kategorie wählen</option><option v-for="cat in flatCategories" :key="cat.category_id" :value="cat.category_id">{{ cat.name }}</option></select>
         <button class="btn-primary" @click="load">Aktualisieren</button>
         <button class="btn" :disabled="!selectedIds.length || !bulkCategory" @click="bulkSetCategory">Auswahl kategorisieren</button>

No linter for .vue files


import { bulkUpdateBudgetTransactionCandidateCategory, confirmBudgetTransactionCandidate, getBudgetAccounts, getBudgetCategories, getBudgetTransactionCandidates, ignoreBudgetTransactionCandidate, markBudgetTransactionCandidateTransfer, previewSafeBudgetTransactionCandidates, reopenBudgetTransactionCandidate, updateBudgetTransactionCandidateCategory, type BudgetAccount, type BudgetCategory, type BudgetTransactionCandidate } from '@/api/budget'
const candidates = ref<BudgetTransactionCandidate[]>([])
const accounts = ref<BudgetAccount[]>([])
const categories = ref<BudgetCategory[]>([])

import { bulkUpdateBudgetTransactionCandidateCategory, confirmBudgetTransactionCandidate, getBudgetAccounts, getBudgetCategories, getBudgetTransactionCandidates, ignoreBudgetTransactionCandidate, markBudgetTransactionCandidateTransfer, previewSafeBudgetTransactionCandidates, reopenBudgetTransactionCandidate, updateBudgetTransactionCandidateCategory, type BudgetCategory, type BudgetTransactionCandidate } from '@/api/budget'
const candidates = ref<BudgetTransactionCandidate[]>([])
const categories = ref<BudgetCategory[]>([])


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -76,8 +76,9 @@
 </template>
 <script setup lang="ts">
 import { computed, onMounted, ref } from 'vue'
-import { bulkUpdateBudgetTransactionCandidateCategory, confirmBudgetTransactionCandidate, getBudgetAccounts, getBudgetCategories, getBudgetTransactionCandidates, ignoreBudgetTransactionCandidate, markBudgetTransactionCandidateTransfer, previewSafeBudgetTransactionCandidates, reopenBudgetTransactionCandidate, updateBudgetTransactionCandidateCategory, type BudgetCategory, type BudgetTransactionCandidate } from '@/api/budget'
+import { bulkUpdateBudgetTransactionCandidateCategory, confirmBudgetTransactionCandidate, getBudgetAccounts, getBudgetCategories, getBudgetTransactionCandidates, ignoreBudgetTransactionCandidate, markBudgetTransactionCandidateTransfer, previewSafeBudgetTransactionCandidates, reopenBudgetTransactionCandidate, updateBudgetTransactionCandidateCategory, type BudgetAccount, type BudgetCategory, type BudgetTransactionCandidate } from '@/api/budget'
 const candidates = ref<BudgetTransactionCandidate[]>([])
+const accounts = ref<BudgetAccount[]>([])
 const categories = ref<BudgetCategory[]>([])
 const selected = ref<string[]>([])
 const status = ref('')

No linter for .vue files


const bulkCategory = ref('')
const confirmAccount = ref('')


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -84,6 +84,7 @@
 const status = ref('')
 const activeTab = ref('')
 const bulkCategory = ref('')
+const confirmAccount = ref('')
 const error = ref('')
 const message = ref('')
 const safePreview = ref<{ summary: string } | null>(null)

No linter for .vue files


async function refreshAll() { categories.value = await getBudgetCategories(); accounts.value = await getBudgetAccounts(); await load() }

async function refreshAll() { categories.value = await getBudgetCategories(); await getBudgetAccounts(); await load() }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -97,7 +97,7 @@
 const allVisibleSelected = computed(() => candidates.value.length > 0 && candidates.value.every(c => selected.value.includes(c.transaction_candidate_id)))
 const detailRows = computed(() => detail.value ? Object.entries(detail.value).map(([k, v]) => [k, String(v ?? '')]) : [])
 async function load() { candidates.value = await getBudgetTransactionCandidates(status.value, activeTab.value); selected.value = selected.value.filter(id => candidates.value.some(c => c.transaction_candidate_id === id)) }
-async function refreshAll() { categories.value = await getBudgetCategories(); await getBudgetAccounts(); await load() }
+async function refreshAll() { categories.value = await getBudgetCategories(); accounts.value = await getBudgetAccounts(); await load() }
 async function setTab(tab: string) { activeTab.value = tab; await load() }
 function toggleAll() { selected.value = allVisibleSelected.value ? [] : candidates.value.map(c => c.transaction_candidate_id) }
 function canConfirm(item: BudgetTransactionCandidate) { return !['covered_by_migros','superseded','transfer_candidate','confirmed','ignored'].includes(item.status) && (!!item.proposed_category_id || item.classification === 'income_candidate') }

No linter for .vue files


async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } if (!confirmAccount.value) { error.value = 'Confirm-Konto fehlt.'; return } await confirmBudgetTransactionCandidate(item.transaction_candidate_id, { account_id: confirmAccount.value, category_id: item.proposed_category_id, transaction_type: item.classification === 'income_candidate' ? 'income' : 'expense' }); message.value = 'Kandidat bestätigt: Budgettransaktion erzeugt und auditiert.'; error.value=''; await load() }

async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } await confirmBudgetTransactionCandidate(item.transaction_candidate_id, { category_id: item.proposed_category_id, transaction_type: item.classification === 'income_candidate' ? 'income' : 'expense' }); message.value = 'Kandidat bestätigt: Budgettransaktion erzeugt und auditiert.'; error.value=''; await load() }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -101,7 +101,7 @@
 async function setTab(tab: string) { activeTab.value = tab; await load() }
 function toggleAll() { selected.value = allVisibleSelected.value ? [] : candidates.value.map(c => c.transaction_candidate_id) }
 function canConfirm(item: BudgetTransactionCandidate) { return !['covered_by_migros','superseded','transfer_candidate','confirmed','ignored'].includes(item.status) && (!!item.proposed_category_id || item.classification === 'income_candidate') }
-async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } await confirmBudgetTransactionCandidate(item.transaction_candidate_id, { category_id: item.proposed_category_id, transaction_type: item.classification === 'income_candidate' ? 'income' : 'expense' }); message.value = 'Kandidat bestätigt: Budgettransaktion erzeugt und auditiert.'; error.value=''; await load() }
+async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } if (!confirmAccount.value) { error.value = 'Confirm-Konto fehlt.'; return } await confirmBudgetTransactionCandidate(item.transaction_candidate_id, { account_id: confirmAccount.value, category_id: item.proposed_category_id, transaction_type: item.classification === 'income_candidate' ? 'income' : 'expense' }); message.value = 'Kandidat bestätigt: Budgettransaktion erzeugt und auditiert.'; error.value=''; await load() }
 async function ignoreItem(id: string) { await ignoreBudgetTransactionCandidate(id, 'User review ignored'); message.value = 'Kandidat ignoriert und auditiert.'; error.value = ''; await load() }
 async function reopenItem(id: string) { await reopenBudgetTransactionCandidate(id, 'User reopened candidate'); message.value = 'Kandidat wieder geöffnet.'; error.value = ''; await load() }
 async function markTransfer(id: string) { await markBudgetTransactionCandidateTransfer(id, 'User marked as internal transfer'); message.value = 'Als Transfer-Kandidat markiert.'; error.value = ''; await load() }

No linter for .vue files


    { path: '/planning/budget/expenses/review', name: 'budget-expense-review', component: BudgetImportReviewPage, meta: { title: 'Buchungen prüfen' } },
    { path: '/planning/budget/import-review', redirect: '/planning/budget/expenses/review' },
    { path: '/planning/budget/category-assignment', redirect: '/planning/budget/expenses/review' },

    { path: '/planning/budget/import-review', name: 'budget-import-review', component: BudgetImportReviewPage, meta: { title: 'Import Review' } },
    { path: '/planning/budget/category-assignment', name: 'budget-category-assignment', component: BudgetCategoryAssignmentPage, meta: { title: 'Kategoriezuordnung' } },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
@@ -42,8 +42,9 @@
     { path: '/planning/budget/income/forecast', name: 'budget-income-forecast', component: BudgetIncomePage, meta: { title: 'Einkommen Prognose' } },
     { path: '/planning/budget/expenses/actual', name: 'budget-expenses-actual', component: BudgetTransactionsPage, meta: { title: 'Effektive Ausgaben' } },
     { path: '/planning/budget/expenses/manual', name: 'budget-expenses-manual', component: BudgetTransactionsPage, meta: { title: 'Manuelle Ausgabe' } },
-    { path: '/planning/budget/import-review', name: 'budget-import-review', component: BudgetImportReviewPage, meta: { title: 'Import Review' } },
-    { path: '/planning/budget/category-assignment', name: 'budget-category-assignment', component: BudgetCategoryAssignmentPage, meta: { title: 'Kategoriezuordnung' } },
+    { path: '/planning/budget/expenses/review', name: 'budget-expense-review', component: BudgetImportReviewPage, meta: { title: 'Buchungen prüfen' } },
+    { path: '/planning/budget/import-review', redirect: '/planning/budget/expenses/review' },
+    { path: '/planning/budget/category-assignment', redirect: '/planning/budget/expenses/review' },
     { path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual', component: BudgetOverviewPage, meta: { title: 'Budget vs Ist' } },
     { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis-later', ...later('Kategorienvergleich', 'Kategorienvergleich ist Roadmap, kein Fake-Inhalt.') },
     { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis-later', ...later('Monatsverlauf', 'Monatsverlauf folgt nach stabiler Budgetbasis.') },

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


import BudgetCategoryAssignmentPage from '@/pages/BudgetCategoryAssignmentPage.vue'
import BudgetIncomePage from '@/pages/BudgetIncomePage.vue'


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts
@@ -13,7 +13,6 @@
 import BudgetCategoriesPage from '@/pages/BudgetCategoriesPage.vue'
 import BudgetSetupPage from '@/pages/BudgetSetupPage.vue'
 import BudgetImportReviewPage from '@/pages/BudgetImportReviewPage.vue'
-import BudgetCategoryAssignmentPage from '@/pages/BudgetCategoryAssignmentPage.vue'
 import BudgetIncomePage from '@/pages/BudgetIncomePage.vue'

 const later = (title: string, description: string) => ({ component: RoadmapPage, props: { title, description }, meta: { title } })

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts">
ERROR [16:1] 'BudgetCategoryAssignmentPage' is declared but its value is never read. [6133] (typescript)
ERROR [16:42] Cannot find module '@/pages/BudgetCategoryAssignmentPage.vue' or its corresponding type declarations. [2307] (typescript)
ERROR [17:30] Cannot find module '@/pages/BudgetIncomePage.vue' or its corresponding type declarations. [2307] (typescript)
</diagnostics>


Explanation:
**Considering sidebar patch**

I’m noticing that the LSP feels weird and stale, which isn't great. It seems like I need to patch the sidebar to freshen things up. I’m curious about what changes I could make to improve its functionality and make the overall experience better. Maybe I should brainstorm features or adjustments that would help? I want to make sure any updates really enhance usability for everyone! Let’s explore some possibilities!

  { title: 'Budget', items: [{ to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label: 'Jahresbudget' }, { to: '/planning/budget/plans', label: 'Budgetpläne' }] },
  { title: 'Ausgaben', items: [{ to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' }, { to: '/planning/budget/expenses/actual', label: 'Effektive Ausgaben' }, { to: '/planning/budget/expenses/manual', label: 'Manuelle Ausgabe' }] },
  { title: 'Setup', items: [{ to: '/planning/budget/categories', label: 'Kategorien' }, { to: '/planning/budget/tags', label: 'Tags' }, { to: '/planning/budget/accounts', label: 'Konten' }, { to: '/planning/budget/setup', label: 'Excel übernehmen / Seed Review' }] },
  { title: 'Später', items: [{ to: '/planning/budget/rules', label: 'Regeln' }, { to: '/planning/budget/fixed-costs', label: 'Fixkosten' }, { to: '/planning/budget/duplicates', label: 'Duplikate' }, { to: '/planning/budget/migros-cumulus', label: 'Migros Details' }, { to: '/planning/budget/visa-import', label: 'VISA Import' }] },

  { title: 'Budget', items: [{ to: '/planning/budget', label: 'Budget Übersicht' }, { to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label: 'Jahresbudget' }, { to: '/planning/budget/plans', label: 'Budgetpläne' }] },
  { title: 'Ausgaben', items: [{ to: '/planning/budget/expenses/actual', label: 'Effektive Ausgaben' }, { to: '/planning/budget/import-review', label: 'Import Review' }, { to: '/planning/budget/expenses/manual', label: 'Manuelle Ausgabe' }, { to: '/planning/budget/category-assignment', label: 'Kategoriezuordnung' }] },
  { title: 'Einkommen', items: [{ to: '/planning/budget/income/actual', label: 'Effektive Einnahmen' }, { to: '/planning/budget/income/planned', label: 'Geplante Einnahmen' }, { to: '/planning/budget/income/forecast', label: 'Prognose' }] },
  { title: 'Setup', items: [{ to: '/planning/budget/categories', label: 'Kategorien' }, { to: '/planning/budget/tags', label: 'Tags' }, { to: '/planning/budget/accounts', label: 'Konten' }, { to: '/planning/budget/setup', label: 'Excel übernehmen / Seed Review' }] },
  { title: 'Später', items: [{ to: '/planning/budget/rules', label: 'Regeln' }, { to: '/planning/budget/fixed-costs', label: 'Fixkosten' }, { to: '/planning/budget/duplicates', label: 'Duplikate' }, { to: '/planning/budget/migros-cumulus', label: 'Migros Details' }, { to: '/planning/budget/visa-import', label: 'VISA Import' }, { to: '/planning/budget/analysis/categories', label: 'Analytics' }] },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue
@@ -14,11 +14,10 @@
 <script setup lang="ts">
 const mainItems = [{ to: '/', label: 'Command Center' }, { to: '/portfolio', label: 'Portfolio' }, { to: '/crypto', label: 'Crypto' }, { to: '/equity', label: 'Aktien & ETFs' }, { to: '/wallets', label: 'Wallets' }, { to: '/positions/add', label: 'Position hinzufügen' }, { to: '/reports', label: 'Reports' }]
 const budgetGroups = [
-  { title: 'Budget', items: [{ to: '/planning/budget', label: 'Budget Übersicht' }, { to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label: 'Jahresbudget' }, { to: '/planning/budget/plans', label: 'Budgetpläne' }] },
-  { title: 'Ausgaben', items: [{ to: '/planning/budget/expenses/actual', label: 'Effektive Ausgaben' }, { to: '/planning/budget/import-review', label: 'Import Review' }, { to: '/planning/budget/expenses/manual', label: 'Manuelle Ausgabe' }, { to: '/planning/budget/category-assignment', label: 'Kategoriezuordnung' }] },
-  { title: 'Einkommen', items: [{ to: '/planning/budget/income/actual', label: 'Effektive Einnahmen' }, { to: '/planning/budget/income/planned', label: 'Geplante Einnahmen' }, { to: '/planning/budget/income/forecast', label: 'Prognose' }] },
+  { title: 'Budget', items: [{ to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label: 'Jahresbudget' }, { to: '/planning/budget/plans', label: 'Budgetpläne' }] },
+  { title: 'Ausgaben', items: [{ to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' }, { to: '/planning/budget/expenses/actual', label: 'Effektive Ausgaben' }, { to: '/planning/budget/expenses/manual', label: 'Manuelle Ausgabe' }] },
   { title: 'Setup', items: [{ to: '/planning/budget/categories', label: 'Kategorien' }, { to: '/planning/budget/tags', label: 'Tags' }, { to: '/planning/budget/accounts', label: 'Konten' }, { to: '/planning/budget/setup', label: 'Excel übernehmen / Seed Review' }] },
-  { title: 'Später', items: [{ to: '/planning/budget/rules', label: 'Regeln' }, { to: '/planning/budget/fixed-costs', label: 'Fixkosten' }, { to: '/planning/budget/duplicates', label: 'Duplikate' }, { to: '/planning/budget/migros-cumulus', label: 'Migros Details' }, { to: '/planning/budget/visa-import', label: 'VISA Import' }, { to: '/planning/budget/analysis/categories', label: 'Analytics' }] },
+  { title: 'Später', items: [{ to: '/planning/budget/rules', label: 'Regeln' }, { to: '/planning/budget/fixed-costs', label: 'Fixkosten' }, { to: '/planning/budget/duplicates', label: 'Duplikate' }, { to: '/planning/budget/migros-cumulus', label: 'Migros Details' }, { to: '/planning/budget/visa-import', label: 'VISA Import' }] },
 ]
 </script>
 <style scoped>.nav-link{display:block;border-radius:.75rem;padding:.5rem .75rem;font-size:.875rem;color:rgb(203 213 225)}.nav-link:hover{background:rgb(15 23 42);color:white}</style>

No linter for .vue files


Explanation:
**Considering tests and patches**

I need to check if there are any existing failing tests. It seems like I should also prepare a patch for this, specifically for BudgetPhase1.test, and ensure it matches the expected import review. I think running the npm test is a good idea to see what the current status is. This will help me make sure everything is functioning properly and pinpoint any issues that need attention.


terminal

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

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

 ✓ src/pages/PositionAddPage.test.ts (2 tests) 101ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 32ms
stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/CryptoPage.test.ts (2 tests) 158ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 119ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 133ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 213ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 150ms
 ✓ src/api/client.test.ts (2 tests) 6ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/review"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/tags"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/rules"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 49ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  15:28:28
   Duration  3.24s (transform 3.70s, setup 0ms, import 6.35s, tests 962ms, environment 9.24s)


Frontend-Testlauf ist grün. Jetzt Runtime-Teil mit Backup vor Cleanup, Dry Run ohne Beträge, dann UAT12-Archivierung und echte Nachkontrolle.

Explanation:
**Planning database cleanup**

I need to handle runtime backup cleanup and possibly update my to-do list. I should back up the runtime database first and apply migrations. Before that, I might want to ensure the dashboard is running to avoid DB locking issues. I can use Python to create a synthetic candidate for testing while keeping real data safe. It's important that I avoid altering any live data and make sure no real amounts appear in my reports.
**Selecting candidates carefully**

I need to be cautious about using existing candidates since that could modify real data, which the user wants to avoid. They asked for something effective, so it's essential to choose wisely. Maybe I should select a candidate with a source_file_label containing "UAT"? That might help ensure I'm working with the right data. I also need to check query counts to confirm that everything is correct. It's all about minimizing any risks here!


set -euo pipefail
python - <<'PY'
import sqlite3, shutil
from pathlib import Path
from datetime import datetime, timezone
from jarvis_finance.storage.migrations import apply_migrations
from jarvis_finance.services.budget_cleanup import cleanup_uat12_budget_data
runtime=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
backup_dir=Path.home()/'jarvis_runtime/finance-system/backups'
backup_dir.mkdir(parents=True, exist_ok=True)
backup=backup_dir/f"finance_phase18_pre_uat12_cleanup_{datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')}.sqlite3"
# online-safe sqlite backup, not raw cp while dashboard may be open
src=sqlite3.connect(runtime); dst=sqlite3.connect(backup)
src.backup(dst)
dst.close(); src.close()
conn=sqlite3.connect(runtime); conn.row_factory=sqlite3.Row
apply_migrations(conn); conn.commit()
dry=cleanup_uat12_budget_data(conn, dry_run=True)
print('backup_created', backup)
print('dry_run_counts', {k: dry[k] for k in ['accounts','categories','transactions','tags','candidates']})
res=cleanup_uat12_budget_data(conn, dry_run=False)
post=cleanup_uat12_budget_data(conn, dry_run=True)
print('cleanup_result', {k: res.get(k) for k in ['accounts','categories','transactions','tags','candidates','archived_transactions','audit_events']})
print('post_active_or_visible_counts', {k: post[k] for k in ['accounts','categories','transactions','tags','candidates']})
PY


Output:
backup_created /home/agent/jarvis_runtime/finance-system/backups/finance_phase18_pre_uat12_cleanup_20260517T132855Z.sqlite3
dry_run_counts {'accounts': 2, 'categories': 2, 'transactions': 4, 'tags': 1, 'candidates': 0}
cleanup_result {'accounts': 2, 'categories': 2, 'transactions': 4, 'tags': 1, 'candidates': 0, 'archived_transactions': 4, 'audit_events': 1}
post_active_or_visible_counts {'accounts': 2, 'categories': 2, 'transactions': 4, 'tags': 1, 'candidates': 0}


UAT12 wurde archiviert; die Dry-Run-Zählung zählt absichtlich auch archivierte Treffer. Für User-Seiten muss zusätzlich gelten: keine aktiven/confirmierten sichtbaren UAT12-Objekte. Ich ziehe deshalb die API-Defaults auf „keine archivierten Setup-Objekte im User View“ und prüfe die sichtbaren Counts separat.

patch

def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):

def accounts(include_archived: bool = True, conn: Connection = Depends(get_db)):


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -93,7 +93,7 @@

 @router.get("/accounts")
-def accounts(include_archived: bool = True, conn: Connection = Depends(get_db)):
+def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):
     return list_budget_accounts(conn, include_archived=include_archived)

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


def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):

def tags(include_archived: bool = True, conn: Connection = Depends(get_db)):


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -118,7 +118,7 @@

 @router.get("/tags")
-def tags(include_archived: bool = True, conn: Connection = Depends(get_db)):
+def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):
     return list_tags(conn, include_archived=include_archived)


terminal

python - <<'PY'
import sqlite3
from pathlib import Path
from jarvis_finance.services.budget_transactions import list_budget_transactions
from jarvis_finance.services.budget_accounts import list_budget_accounts
from jarvis_finance.services.budget_categories import list_categories, list_tags
p=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
visible_txs=[x for x in list_budget_transactions(conn, transaction_type='expense', status='confirmed') if 'UAT12-20260516231955' in str(x)]
visible_accounts=[x for x in list_budget_accounts(conn, include_archived=False) if 'UAT12-20260516231955' in str(x)]
visible_categories=[x for x in list_categories(conn, include_archived=False) if 'UAT12-20260516231955' in str(x)]
visible_tags=[x for x in list_tags(conn, include_archived=False) if 'UAT12-20260516231955' in str(x)]
print({'visible_transactions': len(visible_txs), 'visible_accounts': len(visible_accounts), 'visible_categories': len(visible_categories), 'visible_tags': len(visible_tags)})
PY


Output: {'visible_transactions': 0, 'visible_accounts': 0, 'visible_categories': 0, 'visible_tags': 0}


Sichtbare UAT12-Counts sind jetzt null. Für Runtime-UAT nutze ich kontrollierte Phase-1.8-Testobjekte, verifiziere den echten Flow in der Runtime und archiviere diese Testobjekte anschließend wieder, damit „Effektive Ausgaben“ nicht dauerhaft Testdaten zeigt.

Explanation:
**Ensuring clear outputs**

I need to make sure that no specific amounts show up in my output. It's important to focus on using labels instead of numbers or amounts to keep things clear. By avoiding exact quantities, I can provide information that remains general and useful without causing confusion for the user. I’ll pay attention to this detail as I prepare my responses moving forward. Clarity is key!


set -euo pipefail
python - <<'PY'
import sqlite3
from pathlib import Path
from jarvis_finance.audit.log import record_audit_event
from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category
from jarvis_finance.services.budget_imports import seed_transaction_candidates_from_rows, list_transaction_candidates, update_transaction_candidate_category, confirm_transaction_candidate, ignore_transaction_candidate, reopen_transaction_candidate
from jarvis_finance.services.budget_transactions import list_budget_transactions, update_budget_transaction
from jarvis_finance.services.budget_overview import get_budget_status_by_category
from jarvis_finance.services.budget_common import now
from jarvis_finance.storage.migrations import apply_migrations
p=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
apply_migrations(conn); conn.commit()
label='UAT18-CORE-FLOW'
account=confirm_create_budget_account(conn, {'name': f'{label} Konto', 'account_type':'cash', 'currency':'CHF'})['entity_id']
cat_a=confirm_create_category(conn, {'name': f'{label} Kategorie A', 'category_type':'expense'})['entity_id']
cat_b=confirm_create_category(conn, {'name': f'{label} Kategorie B', 'category_type':'expense'})['entity_id']
seed_transaction_candidates_from_rows(conn, [{'Datum':'2026-01-04','Beschreibung':f'{label} Confirm Candidate','Betrag':'1.00'}], source_file_label=f'{label}.csv')
candidates=[c for c in list_transaction_candidates(conn) if label in str(c)]
confirm_candidate=candidates[0]
update_transaction_candidate_category(conn, confirm_candidate['transaction_candidate_id'], cat_a, 'runtime uat category set')
confirmed=confirm_transaction_candidate(conn, confirm_candidate['transaction_candidate_id'], {'account_id': account})
tx_id=confirmed['entity_id']
visible_after_confirm=any(t['budget_transaction_id']==tx_id for t in list_budget_transactions(conn, transaction_type='expense', status='confirmed'))
candidate_hidden=not any(c['transaction_candidate_id']==confirm_candidate['transaction_candidate_id'] for c in list_transaction_candidates(conn))
audit_confirm=conn.execute("SELECT COUNT(*) FROM audit_log WHERE action IN ('candidate_confirmed','budget_transaction_created') AND (entity_id=? OR json_extract(new_values_json, '$.source_candidate_id')=?)", (tx_id, confirm_candidate['transaction_candidate_id'])).fetchone()[0]
rows_before=[r for r in get_budget_status_by_category(conn, year='2026') if r['category_id']==cat_a]
update_budget_transaction(conn, tx_id, {'category_id': cat_b, 'change_note':'runtime uat recategorise'})
visible_after_category=any(t['budget_transaction_id']==tx_id for t in list_budget_transactions(conn, transaction_type='expense', status='confirmed', category_id=cat_b))
rows_after=[r for r in get_budget_status_by_category(conn, year='2026') if r['category_id']==cat_b]
audit_category=conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type='budget_transaction' AND action='update' AND entity_id=?", (tx_id,)).fetchone()[0]
seed_transaction_candidates_from_rows(conn, [{'Datum':'2026-01-05','Beschreibung':f'{label} Ignore Reopen Candidate','Betrag':'1.00'}], source_file_label=f'{label}-ignore.csv')
ignore_cand=[c for c in list_transaction_candidates(conn) if f'{label} Ignore' in str(c)][0]
ignore_transaction_candidate(conn, ignore_cand['transaction_candidate_id'], 'runtime uat ignore')
ignored_hidden=not any(c['transaction_candidate_id']==ignore_cand['transaction_candidate_id'] for c in list_transaction_candidates(conn))
reopen_transaction_candidate(conn, ignore_cand['transaction_candidate_id'], 'runtime uat reopen')
reopened_visible=any(c['transaction_candidate_id']==ignore_cand['transaction_candidate_id'] for c in list_transaction_candidates(conn))
# archive UAT18 runtime artefacts after verification
ids=[account, cat_a, cat_b]
ts=now()
conn.execute("UPDATE budget_transactions SET status='archived', updated_at=? WHERE budget_transaction_id=?", (ts, tx_id))
conn.execute("UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(notes,'') || ' | runtime uat archived', updated_at=? WHERE source_file_label LIKE ? OR description LIKE ?", (ts, f'{label}%', f'{label}%'))
conn.execute("UPDATE budget_accounts SET is_active=0, archived_at=?, updated_at=? WHERE budget_account_id=?", (ts, ts, account))
conn.execute("UPDATE budget_categories SET is_active=0, updated_at=? WHERE category_id IN (?,?)", (ts, cat_a, cat_b))
record_audit_event(conn, source='runtime_uat', action='phase18_runtime_uat_archived', entity_type='budget_runtime_cleanup', entity_id=label, new_values={'transaction_archived': True, 'account_archived': True, 'categories_archived': 2}, created_by='user')
conn.commit()
print({'confirm_visible': visible_after_confirm, 'candidate_hidden': candidate_hidden, 'confirm_audit': audit_confirm >= 2, 'budgetstatus_before': bool(rows_before), 'category_change_visible': visible_after_category, 'category_audit': audit_category >= 1, 'budgetstatus_after': bool(rows_after), 'ignored_hidden': ignored_hidden, 'reopened_visible': reopened_visible, 'uat18_archived': True})
PY


Output: {'confirm_visible': True, 'candidate_hidden': True, 'confirm_audit': False, 'budgetstatus_before': True, 'category_change_visible': True, 'category_audit': True, 'budgetstatus_after': True, 'ignored_hidden': True, 'reopened_visible': True, 'uat18_archived': True}


Runtime-UAT Kernfluss war funktional grün, nur meine Audit-Prüfabfrage war zu eng formuliert. Ich prüfe die Audit-Events jetzt anhand Action/Entity ohne Beträge.

Explanation:
**Investigating query issues**

I'm looking into a situation where there's a possible issue with the JSON extract related to an audit. It seems like there might be an action that exists, but I'm not completely sure. The most important step right now is to inspect more closely, especially since no amounts are coming through as expected. I need to figure out what's going wrong and resolve it. Let's see what I find!

python - <<'PY'
import sqlite3
from pathlib import Path
p=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=sqlite3.connect(p); conn.row_factory=sqlite3.Row
label='UAT18-CORE-FLOW'
rows=conn.execute("SELECT action, entity_type, COUNT(*) AS n FROM audit_log WHERE action IN ('candidate_confirmed','budget_transaction_created','category_update','update','phase18_runtime_uat_archived','uat12_budget_cleanup') GROUP BY action, entity_type ORDER BY action, entity_type").fetchall()
print([dict(r) for r in rows])
visible=conn.execute("SELECT COUNT(*) FROM budget_transactions WHERE status='confirmed' AND description LIKE ?", (f'{label}%',)).fetchone()[0]
print({'uat18_confirmed_visible_after_cleanup': visible})
PY


Output:
[{'action': 'budget_transaction_created', 'entity_type': 'budget_transaction', 'n': 1}, {'action': 'candidate_confirmed', 'entity_type': 'budget_transaction_candidate', 'n': 1}, {'action': 'phase18_runtime_uat_archived', 'entity_type': 'budget_runtime_cleanup', 'n': 1}, {'action': 'uat12_budget_cleanup', 'entity_type': 'budget_runtime_cleanup', 'n': 1}, {'action': 'update', 'entity_type': 'budget_transaction', 'n': 1}]
{'uat18_confirmed_visible_after_cleanup': 0}


Runtime-UAT Audit ist vorhanden; die kontrollierten UAT18-Artefakte sind nach der Verifikation wieder archiviert und nicht als bestätigte Ausgabe sichtbar. Jetzt Full Verification.

Explanation:
**Verifying migration process**

I need to ensure everything is fully verified. It seems like the backend's pytest could potentially fail during the migration, which isn’t ideal. So, I should run the compile pytest first to check for any issues. Additionally, I also need to remember to update the frontend tests to make sure they’re in sync. Keeping both backend and frontend tests up-to-date is crucial for smooth deployment!


todo

Arbeitsbasis, Schema und Runtime-Zustand prüfen; Backup-Pfad vorbereiten

Tests für Phase 1.8 Navigation/Confirm/Effective Expenses/UAT Cleanup/Kategorie/Budgetstatus ergänzen und RED prüfen

Confirm-Flow hart validieren, confirmed_transaction_id Migration/Schema ergänzen, Audit sicherstellen

Effektive Ausgaben auf confirmed expense budget_transactions begrenzen


terminal

unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_compile_phase18.log
pytest -q