Explanation:
**Updating test procedures**

I think I need to update some tests. I'm planning to write backend tests for phase 18 and adjust the p18 tests so they expect to fail for now. I also want to include frontend navigation tests, which means I’ll need to handle the necessary imports. It feels like a big task, but I'll take it step by step as I write them out. Let's get started!

from __future__ import annotations

from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category
from jarvis_finance.services.budget_cleanup import cleanup_uat12_budget_data
from jarvis_finance.services.budget_imports import (
    confirm_transaction_candidate,
    ignore_transaction_candidate,
    list_transaction_candidates,
    reopen_transaction_candidate,
    seed_transaction_candidates_from_rows,
    update_transaction_candidate_category,
)
from jarvis_finance.services.budget_overview import get_budget_status_by_category
from jarvis_finance.services.budget_transactions import list_budget_transactions, update_budget_transaction
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations

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

def test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate() -> None:
    conn = db()
    account = confirm_create_budget_account(conn, {"name": "Budget Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    cat = confirm_create_category(conn, {"name": "Haushalt", "category_type": "expense"})["entity_id"]
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-01-03", "Beschreibung": "Demo Händler", "Betrag": "10.00"}], source_file_label="phase18.csv")
    candidate = list_transaction_candidates(conn)[0]
    update_transaction_candidate_category(conn, candidate["transaction_candidate_id"], cat, "phase18")

    result = confirm_transaction_candidate(conn, candidate["transaction_candidate_id"], {"account_id": account})

    stored = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate["transaction_candidate_id"],)).fetchone()
    assert stored["status"] == "confirmed"
    assert stored["confirmed_transaction_id"] == result["entity_id"]
    assert stored["confirmed_at"]
    assert stored["confirmed_by"] == "user"
    assert not any(c["transaction_candidate_id"] == candidate["transaction_candidate_id"] for c in list_transaction_candidates(conn))

    txs = list_budget_transactions(conn, transaction_type="expense", status="confirmed")
    assert [tx["budget_transaction_id"] for tx in txs] == [result["entity_id"]]
    tx = txs[0]
    assert tx["source_type"] == "import_candidate"
    assert tx["source_candidate_id"] == candidate["transaction_candidate_id"]
    assert tx["category_id"] == cat
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action IN ('candidate_confirmed','budget_transaction_created')").fetchone()[0] >= 2

def test_phase18_confirm_validates_required_fields() -> None:
    conn = db()
    account = confirm_create_budget_account(conn, {"name": "Budget Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-01-03", "Beschreibung": "Demo Händler", "Betrag": "10.00"}], source_file_label="phase18.csv")
    candidate = list_transaction_candidates(conn)[0]
    for payload in [{"account_id": account}, {"category_id": "missing"}, {"account_id": "missing", "category_id": "missing"}]:
        try:
            confirm_transaction_candidate(conn, candidate["transaction_candidate_id"], payload)
        except Exception as exc:
            assert "category" in str(exc).lower() or "account" in str(exc).lower()
        else:  # pragma: no cover
            raise AssertionError("invalid confirm must fail")

def test_phase18_effective_expenses_exclude_test_seed_candidates_and_archive_uat12() -> None:
    conn = db()
    uat_account = confirm_create_budget_account(conn, {"name": "UAT12-20260516231955 Konto A", "account_type": "cash", "currency": "CHF"})["entity_id"]
    uat_cat = confirm_create_category(conn, {"name": "UAT12-20260516231955 Kategorie", "category_type": "expense"})["entity_id"]
    good_account = confirm_create_budget_account(conn, {"name": "Budget Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    good_cat = confirm_create_category(conn, {"name": "Haushalt", "category_type": "expense"})["entity_id"]
    conn.execute("INSERT INTO budget_transactions(budget_transaction_id, account_id, transaction_type, transaction_date, description, amount_original, currency_original, fx_rate_to_chf, amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at) VALUES ('uat_tx', ?, 'expense', '2026-01-01', 'UAT12-20260516231955 Ausgabe', '1.00', 'CHF', '1', '1.00', 'not_needed', ?, 'confirmed', 'manual', 'UAT12', '2026-01-01T00:00:00Z', '2026-01-01T00:00:00Z')", (uat_account, uat_cat))
    conn.execute("INSERT INTO budget_transactions(budget_transaction_id, account_id, transaction_type, transaction_date, description, amount_original, currency_original, fx_rate_to_chf, amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at) VALUES ('good_tx', ?, 'expense', '2026-01-01', 'Produktiv', '1.00', 'CHF', '1', '1.00', 'not_needed', ?, 'confirmed', 'manual', NULL, '2026-01-01T00:00:00Z', '2026-01-01T00:00:00Z')", (good_account, good_cat))
    conn.commit()

    dry = cleanup_uat12_budget_data(conn, dry_run=True)
    assert dry["accounts"] == 1
    assert dry["categories"] == 1
    assert dry["transactions"] == 1
    result = cleanup_uat12_budget_data(conn, dry_run=False)
    assert result["archived_transactions"] == 1
    visible = list_budget_transactions(conn, transaction_type="expense", status="confirmed")
    assert [tx["budget_transaction_id"] for tx in visible] == ["good_tx"]
    assert "UAT12" not in str(visible)

def test_phase18_category_change_audit_and_budget_status_row_click_backing() -> None:
    conn = db()
    account = confirm_create_budget_account(conn, {"name": "Budget Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    cat_a = confirm_create_category(conn, {"name": "Alt", "category_type": "expense"})["entity_id"]
    cat_b = confirm_create_category(conn, {"name": "Neu", "category_type": "expense"})["entity_id"]
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-01-03", "Beschreibung": "Demo Händler", "Betrag": "10.00"}], source_file_label="phase18.csv")
    cand = list_transaction_candidates(conn)[0]
    update_transaction_candidate_category(conn, cand["transaction_candidate_id"], cat_a, "phase18")
    tx_id = confirm_transaction_candidate(conn, cand["transaction_candidate_id"], {"account_id": account})["entity_id"]
    update_budget_transaction(conn, tx_id, {"category_id": cat_b, "change_note": "phase18 recategorise"})

    assert list_budget_transactions(conn, transaction_type="expense", status="confirmed", category_id=cat_b)
    rows = get_budget_status_by_category(conn, year="2026")
    row_b = next(r for r in rows if r["category_id"] == cat_b)
    assert row_b["actual_year_to_date"] != "0.00"
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type='budget_transaction' AND action='update'").fetchone()[0] >= 1

def test_phase18_ignore_reopen_keeps_candidate_visible_again() -> None:
    conn = db()
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-01-03", "Beschreibung": "Demo Händler", "Betrag": "10.00"}], source_file_label="phase18.csv")
    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
    ignore_transaction_candidate(conn, cid, "phase18 ignore")
    assert not list_transaction_candidates(conn)
    reopened = reopen_transaction_candidate(conn, cid, "phase18 reopen")
    assert reopened["status"] in {"pending", "needs_review"}
    assert any(c["transaction_candidate_id"] == cid for c in list_transaction_candidates(conn))
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type='budget_transaction_candidate' AND action IN ('ignore','reopen')").fetchone()[0] == 2


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase18_core_flow.py">
ERROR [5:6] Import "jarvis_finance.services.budget_cleanup" could not be resolved [reportMissingImports] (Pyright)
</diagnostics>


terminal

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


Output:
==================================== ERRORS ====================================
_________ ERROR collecting tests/unit/test_budget_phase18_core_flow.py _________
ImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase18_core_flow.py'.
Hint: make sure your test modules/packages have valid Python names.
Traceback:
../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
tests/unit/test_budget_phase18_core_flow.py:5: in <module>
    from jarvis_finance.services.budget_cleanup import cleanup_uat12_budget_data
E   ModuleNotFoundError: No module named 'jarvis_finance.services.budget_cleanup'
=========================== short test summary info ============================
ERROR tests/unit/test_budget_phase18_core_flow.py
!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!
1 error in 0.30s


RED ist bestätigt: Phase-1.8-Test fehlt erwartungsgemäß am Cleanup-/Core-Flow. Ich implementiere jetzt minimal die fehlende Produktionslogik.

Explanation:
**Implementing budget patches**

I’m working on implementing the required patches and focusing on migrations. I'll need to make sure to check for source types as I go along. Additionally, I need to create the _create_budget_phase18_tables to ensure everything is set up correctly. Don't forget to add the necessary constants as well. It's all about making sure everything is aligned and functional — let’s get this done efficiently!

patch

MIGRATION_VERSION = 22
MIGRATION_NAME = "022_budget_phase16_user_category_rules"

MIGRATION_VERSION = 23
MIGRATION_NAME = "023_budget_phase18_core_confirm_flow"


--- 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 = 22
-MIGRATION_NAME = "022_budget_phase16_user_category_rules"
+MIGRATION_VERSION = 23
+MIGRATION_NAME = "023_budget_phase18_core_confirm_flow"

 INSTRUMENT_OPTIONAL_COLUMNS = {
     "position_category": "TEXT",

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


def _create_budget_phase18_tables(conn: Connection) -> None:
    _add_missing_columns(conn, "budget_transaction_candidates", {
        "confirmed_transaction_id": "TEXT REFERENCES budget_transactions(budget_transaction_id)",
        "confirmed_at": "TEXT",
        "confirmed_by": "TEXT",
    })
    _add_missing_columns(conn, "budget_transactions", {
        "source_candidate_id": "TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)",
    })
    row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transactions'").fetchone()
    sql = row["sql"] if row else ""
    if "source_type IN ('manual','import_candidate_later','system')" in sql:
        conn.execute("ALTER TABLE budget_transactions RENAME TO budget_transactions__phase18")
        conn.executescript(
            """
            CREATE TABLE budget_transactions (
                budget_transaction_id TEXT PRIMARY KEY,
                account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),
                transaction_type TEXT NOT NULL CHECK(transaction_type IN ('income','expense','transfer','refund','fee','adjustment','reversal')),
                transaction_date TEXT NOT NULL,
                booking_date TEXT,
                description TEXT NOT NULL,
                payee TEXT,
                merchant_id TEXT,
                amount_original TEXT NOT NULL,
                currency_original TEXT NOT NULL,
                fx_rate_to_chf TEXT,
                amount_chf TEXT,
                fx_status TEXT NOT NULL CHECK(fx_status IN ('not_needed','ok','missing','manual_override','estimated')),
                category_id TEXT REFERENCES budget_categories(category_id),
                status TEXT NOT NULL CHECK(status IN ('draft','confirmed','reversed','archived')),
                source_type TEXT NOT NULL CHECK(source_type IN ('manual','import_candidate','import_candidate_later','system')),
                notes TEXT,
                created_at TEXT NOT NULL,
                updated_at TEXT,
                reversal_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                source_candidate_id TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)
            );
            INSERT INTO budget_transactions(
                budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
                reversal_of_transaction_id, source_candidate_id
            )
            SELECT budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
                reversal_of_transaction_id, NULL
            FROM budget_transactions__phase18;
            DROP TABLE budget_transactions__phase18;
            """
        )
    conn.executescript(
        """
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_account_date ON budget_transactions(account_id, transaction_date);
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_category ON budget_transactions(category_id);
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_status ON budget_transactions(status);
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_source_candidate ON budget_transactions(source_candidate_id);
        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_confirmed_tx ON budget_transaction_candidates(confirmed_transaction_id);
        """
    )

def _apply_compat_migrations(conn: Connection) -> None:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -856,6 +856,70 @@
     )

+def _create_budget_phase18_tables(conn: Connection) -> None:
+    _add_missing_columns(conn, "budget_transaction_candidates", {
+        "confirmed_transaction_id": "TEXT REFERENCES budget_transactions(budget_transaction_id)",
+        "confirmed_at": "TEXT",
+        "confirmed_by": "TEXT",
+    })
+    _add_missing_columns(conn, "budget_transactions", {
+        "source_candidate_id": "TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)",
+    })
+    row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transactions'").fetchone()
+    sql = row["sql"] if row else ""
+    if "source_type IN ('manual','import_candidate_later','system')" in sql:
+        conn.execute("ALTER TABLE budget_transactions RENAME TO budget_transactions__phase18")
+        conn.executescript(
+            """
+            CREATE TABLE budget_transactions (
+                budget_transaction_id TEXT PRIMARY KEY,
+                account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),
+                transaction_type TEXT NOT NULL CHECK(transaction_type IN ('income','expense','transfer','refund','fee','adjustment','reversal')),
+                transaction_date TEXT NOT NULL,
+                booking_date TEXT,
+                description TEXT NOT NULL,
+                payee TEXT,
+                merchant_id TEXT,
+                amount_original TEXT NOT NULL,
+                currency_original TEXT NOT NULL,
+                fx_rate_to_chf TEXT,
+                amount_chf TEXT,
+                fx_status TEXT NOT NULL CHECK(fx_status IN ('not_needed','ok','missing','manual_override','estimated')),
+                category_id TEXT REFERENCES budget_categories(category_id),
+                status TEXT NOT NULL CHECK(status IN ('draft','confirmed','reversed','archived')),
+                source_type TEXT NOT NULL CHECK(source_type IN ('manual','import_candidate','import_candidate_later','system')),
+                notes TEXT,
+                created_at TEXT NOT NULL,
+                updated_at TEXT,
+                reversal_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
+                source_candidate_id TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)
+            );
+            INSERT INTO budget_transactions(
+                budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
+                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
+                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
+                reversal_of_transaction_id, source_candidate_id
+            )
+            SELECT budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
+                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
+                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
+                reversal_of_transaction_id, NULL
+            FROM budget_transactions__phase18;
+            DROP TABLE budget_transactions__phase18;
+            """
+        )
+    conn.executescript(
+        """
+        CREATE INDEX IF NOT EXISTS idx_budget_transactions_account_date ON budget_transactions(account_id, transaction_date);
+        CREATE INDEX IF NOT EXISTS idx_budget_transactions_category ON budget_transactions(category_id);
+        CREATE INDEX IF NOT EXISTS idx_budget_transactions_status ON budget_transactions(status);
+        CREATE INDEX IF NOT EXISTS idx_budget_transactions_source_candidate ON budget_transactions(source_candidate_id);
+        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_confirmed_tx ON budget_transaction_candidates(confirmed_transaction_id);
+        """
+    )
+
+
+
 def _apply_compat_migrations(conn: Connection) -> None:
     _add_missing_instrument_columns(conn)
     for table, text_columns in TEXT_AFFINITY_COLUMNS.items():


    _create_budget_phase15_tables(conn)
    _create_budget_phase18_tables(conn)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -934,6 +934,7 @@
     _create_budget_phase11_tables(conn)
     _create_budget_phase14_tables(conn)
     _create_budget_phase15_tables(conn)
+    _create_budget_phase18_tables(conn)

 def apply_migrations(conn: Connection) -> None:


Need extra blank maybe. ok. Patch tx service insert source_candidate.

        "source_candidate_id": payload.get("source_candidate_id") or None,
        "tag_names": payload.get("tag_names") or [],

        "source_type": payload.get("source_type") or "manual",
        "notes": payload.get("notes") or None,
        "tag_names": payload.get("tag_names") or [],


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
@@ -57,8 +57,7 @@
         "amount_chf": amount_chf,
         "fx_status": fx_status,
         "category_id": payload.get("category_id") or None,
-        "source_type": payload.get("source_type") or "manual",
-        "notes": payload.get("notes") or None,
+        "source_candidate_id": payload.get("source_candidate_id") or None,
         "tag_names": payload.get("tag_names") or [],
         "reversal_of_transaction_id": payload.get("reversal_of_transaction_id") or None,
     }


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|from sqlite3 import Connection
     5|
     6|from fastapi import HTTPException
     7|
     8|from jarvis_finance.audit.log import record_audit_event
     9|from jarvis_finance.services.budget_common import new_id, now, require_decimal_text, row_to_dict, validate_currency
    10|
    11|TX_TYPES = {"income", "expense", "transfer", "refund", "fee", "adjustment", "reversal"}
    12|
    13|
    14|def _fx_fields(conn: Connection, currency: str, amount_text: str) -> tuple[str, str | None, str | None]:
    15|    cur = validate_currency(currency)
    16|    if cur == "CHF":
    17|        return "not_needed", "1", amount_text
    18|    row = conn.execute(
    19|        "SELECT rate FROM fx_rates WHERE base_currency=? AND quote_currency='CHF' ORDER BY rate_date DESC LIMIT 1",
    20|        (cur,),
    21|    ).fetchone()
    22|    if not row or row["rate"] in (None, ""):
    23|        return "missing", None, None
    24|    rate = Decimal(str(row["rate"]))
    25|    return "ok", format(rate, "f"), format(Decimal(amount_text) * rate, "f")
    26|
    27|
    28|def _normalise_tx_payload(conn: Connection, payload: dict, *, force_type: str | None = None) -> dict:
    29|    account_id = str(payload.get("account_id") or "").strip()
    30|    if not conn.execute("SELECT 1 FROM budget_accounts WHERE budget_account_id=? AND is_active=1", (account_id,)).fetchone():
    31|        raise HTTPException(status_code=422, detail="active budget account required")
    32|    tx_type = force_type or str(payload.get("transaction_type") or "expense").strip().lower()
    33|    if tx_type not in TX_TYPES:
    34|        raise HTTPException(status_code=422, detail="invalid transaction_type")
    35|    description = str(payload.get("description") or "").strip()
    36|    if not description:
    37|        raise HTTPException(status_code=422, detail="description is required")
    38|    amount = require_decimal_text(str(payload.get("amount_original") or ""), "amount_original")
    39|    currency = validate_currency(payload.get("currency_original") or "CHF")
    40|    fx_status, fx_rate, amount_chf = _fx_fields(conn, currency, amount)
    41|    if payload.get("fx_rate_to_chf"):
    42|        fx_rate = require_decimal_text(str(payload["fx_rate_to_chf"]), "fx_rate_to_chf")
    43|        amount_chf = format(Decimal(amount) * Decimal(fx_rate), "f")
    44|        fx_status = "not_needed" if currency == "CHF" else "manual_override"
    45|    return {
    46|        "budget_transaction_id": payload.get("budget_transaction_id") or new_id("btx"),
    47|        "account_id": account_id,
    48|        "transaction_type": tx_type,
    49|        "transaction_date": str(payload.get("transaction_date") or now()[:10]),
    50|        "booking_date": payload.get("booking_date") or None,
    51|        "description": description,
    52|        "payee": payload.get("payee") or None,
    53|        "merchant_id": payload.get("merchant_id") or None,
    54|        "amount_original": amount,
    55|        "currency_original": currency,
    56|        "fx_rate_to_chf": fx_rate,
    57|        "amount_chf": amount_chf,
    58|        "fx_status": fx_status,
    59|        "category_id": payload.get("category_id") or None,
    60|        "source_candidate_id": payload.get("source_candidate_id") or None,
    61|        "tag_names": payload.get("tag_names") or [],
    62|        "reversal_of_transaction_id": payload.get("reversal_of_transaction_id") or None,
    63|    }
    64|
    65|
    66|def create_budget_transaction_preview(conn: Connection, payload: dict) -> dict:
    67|    tx = _normalise_tx_payload(conn, payload)
    68|    warnings = []
    69|    if tx["fx_status"] == "missing":
    70|        warnings.append("FX fehlt: CHF-Wert bleibt leer, Buchung kann bewusst unvollständig gespeichert werden.")
    71|    if not tx["category_id"] and tx["transaction_type"] in {"income", "expense", "refund", "fee"}:
    72|        warnings.append("Kategorie fehlt: Buchung bleibt unkategorisiert.")
    73|    return {"preview_id": new_id("preview"), "summary": f"{tx['transaction_type']} · {tx['currency_original']} {tx['amount_original']} · {tx['description']}", "fx_status": tx["fx_status"], "warnings": warnings, "payload": tx}
    74|
    75|
    76|

Use offset=76 to continue reading (showing 1-75 of 233 lines)


        "category_id": payload.get("category_id") or None,
        "source_type": payload.get("source_type") or "manual",
        "source_candidate_id": payload.get("source_candidate_id") or None,
        "notes": payload.get("notes") or None,
        "tag_names": payload.get("tag_names") or [],

        "category_id": payload.get("category_id") or None,
        "source_candidate_id": payload.get("source_candidate_id") or None,
        "tag_names": payload.get("tag_names") or [],


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
@@ -57,7 +57,9 @@
         "amount_chf": amount_chf,
         "fx_status": fx_status,
         "category_id": payload.get("category_id") or None,
+        "source_type": payload.get("source_type") or "manual",
         "source_candidate_id": payload.get("source_candidate_id") or None,
+        "notes": payload.get("notes") or None,
         "tag_names": payload.get("tag_names") or [],
         "reversal_of_transaction_id": payload.get("reversal_of_transaction_id") or None,
     }

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


        INSERT INTO budget_transactions(
            budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
            description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
            amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
            reversal_of_transaction_id, source_candidate_id
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?, ?)
        """,
        (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"], tx["source_candidate_id"]),

        INSERT INTO budget_transactions(
            budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
            description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
            amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
            reversal_of_transaction_id
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?)
        """,
        (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"]),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
@@ -93,10 +93,10 @@
             budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
             description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,
             amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,
-            reversal_of_transaction_id
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?)
+            reversal_of_transaction_id, source_candidate_id
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?, ?)
         """,
-        (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"]),
+        (tx["budget_transaction_id"], tx["account_id"], tx["transaction_type"], tx["transaction_date"], tx["booking_date"], tx["description"], tx["payee"], tx["merchant_id"], tx["amount_original"], tx["currency_original"], tx["fx_rate_to_chf"], tx["amount_chf"], tx["fx_status"], tx["category_id"], tx["source_type"], tx["notes"], ts, ts, tx["reversal_of_transaction_id"], tx["source_candidate_id"]),
     )
     _insert_tags(conn, tx["budget_transaction_id"], tx["tag_names"])
     audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transaction", entity_id=tx["budget_transaction_id"], new_values=tx, user_text_note=tx.get("notes"), created_by="user")


    if status:
        clauses.append("status=?"); params.append(status)
    else:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','superseded')")
    if tab:

    if status:
        clauses.append("status=?"); params.append(status)
    if tab:


--- 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
@@ -557,6 +557,8 @@
     clauses=[]; params=[]
     if status:
         clauses.append("status=?"); params.append(status)
+    else:
+        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','superseded')")
     if tab:
         mapping = {
             "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",

/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.


    cat_id = payload.get("category_id") or row["proposed_category_id"]
    if not cat_id and tx_type in {"expense", "income"}:
        raise HTTPException(status_code=422, detail="category required before confirm")
    if cat_id and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (cat_id,)).fetchone():
        raise HTTPException(status_code=422, detail="active category required before confirm")
    if not payload.get("account_id"):
        raise HTTPException(status_code=422, detail="account_id required before confirm")
    if not row["transaction_date"]:
        raise HTTPException(status_code=422, detail="transaction date required before confirm")
    if not row["amount_original"]:
        raise HTTPException(status_code=422, detail="amount required before confirm")
    if not row["currency_original"]:
        raise HTTPException(status_code=422, detail="currency required before confirm")
    return {

    cat_id = payload.get("category_id") or row["proposed_category_id"]
    notes = row["notes"] or ""
    tx_type = payload.get("transaction_type") or "expense"
    try:
        meta = json.loads(notes) if notes and notes.startswith("{") else {}
        tx_type = payload.get("transaction_type") or meta.get("transaction_type") or tx_type
    except json.JSONDecodeError:
        pass
    return {


--- 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
@@ -591,13 +591,18 @@
         raise HTTPException(status_code=404, detail="transaction candidate not found")
     payload = payload or {}
     cat_id = payload.get("category_id") or row["proposed_category_id"]
-    notes = row["notes"] or ""
-    tx_type = payload.get("transaction_type") or "expense"
-    try:
-        meta = json.loads(notes) if notes and notes.startswith("{") else {}
-        tx_type = payload.get("transaction_type") or meta.get("transaction_type") or tx_type
-    except json.JSONDecodeError:
-        pass
+    if not cat_id and tx_type in {"expense", "income"}:
+        raise HTTPException(status_code=422, detail="category required before confirm")
+    if cat_id and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (cat_id,)).fetchone():
+        raise HTTPException(status_code=422, detail="active category required before confirm")
+    if not payload.get("account_id"):
+        raise HTTPException(status_code=422, detail="account_id required before confirm")
+    if not row["transaction_date"]:
+        raise HTTPException(status_code=422, detail="transaction date required before confirm")
+    if not row["amount_original"]:
+        raise HTTPException(status_code=422, detail="amount required before confirm")
+    if not row["currency_original"]:
+        raise HTTPException(status_code=422, detail="currency required before confirm")
     return {
         "preview_id": new_id("preview"),
         "summary": "Buchungskandidat übernehmen",

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py">
ERROR [594:23] "tx_type" is not defined [reportUndefinedVariable] (Pyright)
ERROR [609:112] "tx_type" is not defined [reportUndefinedVariable] (Pyright)
ERROR [612:33] "tx_type" is not defined [reportUndefinedVariable] (Pyright)
</diagnostics>


    cat_id = payload.get("category_id") or row["proposed_category_id"]
    notes = row["notes"] or ""
    tx_type = payload.get("transaction_type") or "expense"
    try:
        meta = json.loads(notes) if notes and notes.startswith("{") else {}
        tx_type = payload.get("transaction_type") or meta.get("transaction_type") or tx_type
    except json.JSONDecodeError:
        pass
    if not cat_id and tx_type in {"expense", "income"}:

    cat_id = payload.get("category_id") or row["proposed_category_id"]
    if not cat_id and tx_type in {"expense", "income"}:


--- 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
@@ -591,6 +591,13 @@
         raise HTTPException(status_code=404, detail="transaction candidate not found")
     payload = payload or {}
     cat_id = payload.get("category_id") or row["proposed_category_id"]
+    notes = row["notes"] or ""
+    tx_type = payload.get("transaction_type") or "expense"
+    try:
+        meta = json.loads(notes) if notes and notes.startswith("{") else {}
+        tx_type = payload.get("transaction_type") or meta.get("transaction_type") or tx_type
+    except json.JSONDecodeError:
+        pass
     if not cat_id and tx_type in {"expense", "income"}:
         raise HTTPException(status_code=422, detail="category required before confirm")
     if cat_id and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (cat_id,)).fetchone():


            "category_id": cat_id,
            "source_type": "import_candidate",
            "source_candidate_id": candidate_id,
            "notes": f"Confirmed from transaction candidate {candidate_id}",

            "category_id": cat_id,
            "source_type": "import_candidate_later",
            "notes": f"Confirmed from transaction candidate {candidate_id}",


--- 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
@@ -623,7 +623,8 @@
             "amount_original": row["amount_original"],
             "currency_original": row["currency_original"],
             "category_id": cat_id,
-            "source_type": "import_candidate_later",
+            "source_type": "import_candidate",
+            "source_candidate_id": candidate_id,
             "notes": f"Confirmed from transaction candidate {candidate_id}",
         },
     }


    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (result["entity_id"], ts, ts, candidate_id))
    record_audit_event(conn, source="vue_dashboard", action="budget_transaction_created", entity_type="budget_transaction", entity_id=result["entity_id"], new_values={"source_candidate_id": candidate_id}, created_by="user")
    audit_id = record_audit_event(conn, source="vue_dashboard", action="candidate_confirmed", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "confirmed", "confirmed_transaction_id": result["entity_id"], "category_id": preview["payload"].get("category_id")}, created_by="user")

    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', updated_at=? WHERE transaction_candidate_id=?", (ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "confirmed", "transaction_id": result["entity_id"]}, created_by="user")


--- 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
@@ -641,8 +641,9 @@
     preview = preview_transaction_candidate(conn, candidate_id, payload)
     result = confirm_budget_transaction(conn, preview["payload"])
     ts = now()
-    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', updated_at=? WHERE transaction_candidate_id=?", (ts, candidate_id))
-    audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "confirmed", "transaction_id": result["entity_id"]}, created_by="user")
+    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (result["entity_id"], ts, ts, candidate_id))
+    record_audit_event(conn, source="vue_dashboard", action="budget_transaction_created", entity_type="budget_transaction", entity_id=result["entity_id"], new_values={"source_candidate_id": candidate_id}, created_by="user")
+    audit_id = record_audit_event(conn, source="vue_dashboard", action="candidate_confirmed", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"]}, new_values={"status": "confirmed", "confirmed_transaction_id": result["entity_id"], "category_id": preview["payload"].get("category_id")}, created_by="user")
     conn.commit()
     return {"status": "confirmed", "entity_id": result["entity_id"], "audit_id": audit_id, "message": "Buchungskandidat übernommen"}


Explanation:
**Confirming budget transaction**

I need to confirm that the budget transaction commits before updating the candidate. It's not exactly atomic, but I think it's manageable overall. I should also remember to clean up the file afterward to keep everything organized. It’s essential to maintain clarity and proper structure in my work, so this cleanup is definitely on my to-do list!

from __future__ import annotations

from sqlite3 import Connection

from jarvis_finance.audit.log import record_audit_event
from jarvis_finance.services.budget_common import now

UAT12_PREFIX = "UAT12-20260516231955"

def _ids(conn: Connection, table: str, id_col: str, where: str, params: tuple = ()) -> list[str]:
    return [str(r[id_col]) for r in conn.execute(f"SELECT {id_col} FROM {table} WHERE {where}", params).fetchall()]

def cleanup_uat12_budget_data(conn: Connection, *, dry_run: bool = True) -> dict[str, int | bool]:
    account_ids = _ids(conn, "budget_accounts", "budget_account_id", "name LIKE ?", (f"{UAT12_PREFIX}%",))
    category_ids = _ids(conn, "budget_categories", "category_id", "name LIKE ?", (f"{UAT12_PREFIX}%",))
    tag_ids = _ids(conn, "budget_tags", "tag_id", "name LIKE ?", (f"{UAT12_PREFIX}%",))
    tx_where = "description LIKE ? OR COALESCE(payee,'') LIKE ? OR COALESCE(notes,'') LIKE ?"
    tx_params: list[str] = [f"{UAT12_PREFIX}%", f"{UAT12_PREFIX}%", f"%{UAT12_PREFIX}%"]
    if account_ids:
        tx_where += " OR account_id IN (" + ",".join("?" for _ in account_ids) + ")"
        tx_params.extend(account_ids)
    if category_ids:
        tx_where += " OR category_id IN (" + ",".join("?" for _ in category_ids) + ")"
        tx_params.extend(category_ids)
    transaction_ids = _ids(conn, "budget_transactions", "budget_transaction_id", tx_where, tuple(tx_params))
    cand_where = "description LIKE ? OR COALESCE(merchant,'') LIKE ? OR COALESCE(notes,'') LIKE ?"
    cand_params: list[str] = [f"{UAT12_PREFIX}%", f"{UAT12_PREFIX}%", f"%{UAT12_PREFIX}%"]
    if category_ids:
        cand_where += " OR proposed_category_id IN (" + ",".join("?" for _ in category_ids) + ")"
        cand_params.extend(category_ids)
    candidate_ids = _ids(conn, "budget_transaction_candidates", "transaction_candidate_id", cand_where, tuple(cand_params))
    summary = {"dry_run": dry_run, "accounts": len(account_ids), "categories": len(category_ids), "transactions": len(transaction_ids), "tags": len(tag_ids), "candidates": len(candidate_ids), "archived_transactions": 0}
    if dry_run:
        return summary
    ts = now()
    for txid in transaction_ids:
        conn.execute("UPDATE budget_transactions SET status='archived', updated_at=? WHERE budget_transaction_id=?", (ts, txid))
    for aid in account_ids:
        conn.execute("UPDATE budget_accounts SET is_active=0, archived_at=?, updated_at=? WHERE budget_account_id=?", (ts, ts, aid))
    for cid in category_ids:
        conn.execute("UPDATE budget_categories SET is_active=0, updated_at=? WHERE category_id=?", (ts, cid))
    for tid in tag_ids:
        conn.execute("UPDATE budget_tags SET is_active=0, updated_at=? WHERE tag_id=?", (ts, tid))
    for cand in candidate_ids:
        conn.execute("UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(notes,'') || ' | UAT12 cleanup archived', updated_at=? WHERE transaction_candidate_id=?", (ts, cand))
    audit_id = record_audit_event(
        conn,
        source="runtime_cleanup",
        action="uat12_budget_cleanup",
        entity_type="budget_runtime_cleanup",
        entity_id=UAT12_PREFIX,
        new_values={k: v for k, v in summary.items() if k != "dry_run"},
        user_text_note="Archived UAT12 budget test data after verified runtime backup.",
        created_by="user",
    )
    conn.commit()
    summary["archived_transactions"] = len(transaction_ids)
    summary["audit_events"] = 1 if audit_id else 0
    return summary


terminal

{"output": "FF.FF                                                                    [100%]\n=================================== FAILURES ===================================\n_ test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate _\n\n    def test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        cat = confirm_create_category(conn, {\"name\": \"Haushalt\", \"category_type\": \"expense\"})[\"entity_id\"]\n>       seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n\ntests/unit/test_budget_phase18_core_flow.py:30: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:199: in seed_transaction_candidates_from_rows\n    inserted = _insert_candidate(conn, {\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x73573a81fb50>\nrow = {'amount_original': '10.00', 'classification': 'legacy_csv_seed', 'confidence': '0.20', 'created_at': '2026-05-17T13:22:23Z', ...}\n\n    def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\n        existing = conn.execute(\n            \"\"\"\n            SELECT 1 FROM budget_transaction_candidates\n            WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\n              AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\n            \"\"\",\n            (row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"transaction_date\"), row[\"description\"], row.get(\"amount_original\")),\n        ).fetchone()\n        if existing:\n            return False\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transaction_candidates(\n              transaction_candidate_id, source_file_label, source_row_or_range, source_type,\n              transaction_date, description, merchant, amount_original, currency_original,\n              proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\n              confidence, requires_review, status, notes, created_at, updated_at,\n              classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\n              receipt_key, linked_candidate_id, account_source, raw_fingerprint\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (\n                row[\"transaction_candidate_id\"], row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"source_type\") or \"csv_seed\",\n                row.get(\"transaction_date\"), row[\"description\"], row.get(\"merchant\"), row.get(\"amount_original\"), row.get(\"currency_original\") or \"CHF\",\n                row.get(\"proposed_category_id\"), row.get(\"proposed_category_name\"), row.get(\"duplicate_of_transaction_id\"),\n                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\"],\n                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\"),\n                row.get(\"receipt_key\"), row.get(\"linked_candidate_id\"), row.get(\"account_source\"), row.get(\"raw_fingerprint\"),\n            ),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transactions__phase18\n\nsrc/jarvis_finance/services/budget_imports.py:147: OperationalError\n________________ test_phase18_confirm_validates_required_fields ________________\n\n    def test_phase18_confirm_validates_required_fields() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n>       seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n\ntests/unit/test_budget_phase18_core_flow.py:55: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:199: in seed_transaction_candidates_from_rows\n    inserted = _insert_candidate(conn, {\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x73573a554e50>\nrow = {'amount_original': '10.00', 'classification': 'legacy_csv_seed', 'confidence': '0.20', 'created_at': '2026-05-17T13:22:23Z', ...}\n\n    def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\n        existing = conn.execute(\n            \"\"\"\n            SELECT 1 FROM budget_transaction_candidates\n            WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\n              AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\n            \"\"\",\n            (row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"transaction_date\"), row[\"description\"], row.get(\"amount_original\")),\n        ).fetchone()\n        if existing:\n            return False\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transaction_candidates(\n              transaction_candidate_id, source_file_label, source_row_or_range, source_type,\n              transaction_date, description, merchant, amount_original, currency_original,\n              proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\n              confidence, requires_review, status, notes, created_at, updated_at,\n              classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\n              receipt_key, linked_candidate_id, account_source, raw_fingerprint\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (\n                row[\"transaction_candidate_id\"], row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"source_type\") or \"csv_seed\",\n                row.get(\"transaction_date\"), row[\"description\"], row.get(\"merchant\"), row.get(\"amount_original\"), row.get(\"currency_original\") or \"CHF\",\n                row.get(\"proposed_category_id\"), row.get(\"proposed_category_name\"), row.get(\"duplicate_of_transaction_id\"),\n                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\"],\n                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\"),\n                row.get(\"receipt_key\"), row.get(\"linked_candidate_id\"), row.get(\"account_source\"), row.get(\"raw_fingerprint\"),\n            ),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transactions__phase18\n\nsrc/jarvis_finance/services/budget_imports.py:147: OperationalError\n____ test_phase18_category_change_audit_and_budget_status_row_click_backing ____\n\n    def test_phase18_category_change_audit_and_budget_status_row_click_backing() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        cat_a = confirm_create_category(conn, {\"name\": \"Alt\", \"category_type\": \"expense\"})[\"entity_id\"]\n        cat_b = confirm_create_category(conn, {\"name\": \"Neu\", \"category_type\": \"expense\"})[\"entity_id\"]\n>       seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n\ntests/unit/test_budget_phase18_core_flow.py:92: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:199: in seed_transaction_candidates_from_rows\n    inserted = _insert_candidate(conn, {\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x73573a555d50>\nrow = {'amount_original': '10.00', 'classification': 'legacy_csv_seed', 'confidence': '0.20', 'created_at': '2026-05-17T13:22:23Z', ...}\n\n    def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\n        existing = conn.execute(\n            \"\"\"\n            SELECT 1 FROM budget_transaction_candidates\n            WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\n              AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\n            \"\"\",\n            (row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"transaction_date\"), row[\"description\"], row.get(\"amount_original\")),\n        ).fetchone()\n        if existing:\n            return False\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transaction_candidates(\n              transaction_candidate_id, source_file_label, source_row_or_range, source_type,\n              transaction_date, description, merchant, amount_original, currency_original,\n              proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\n              confidence, requires_review, status, notes, created_at, updated_at,\n              classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\n              receipt_key, linked_candidate_id, account_source, raw_fingerprint\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (\n                row[\"transaction_candidate_id\"], row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"source_type\") or \"csv_seed\",\n                row.get(\"transaction_date\"), row[\"description\"], row.get(\"merchant\"), row.get(\"amount_original\"), row.get(\"currency_original\") or \"CHF\",\n                row.get(\"proposed_category_id\"), row.get(\"proposed_category_name\"), row.get(\"duplicate_of_transaction_id\"),\n                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\"],\n                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\"),\n                row.get(\"receipt_key\"), row.get(\"linked_candidate_id\"), row.get(\"account_source\"), row.get(\"raw_fingerprint\"),\n            ),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transactions__phase18\n\nsrc/jarvis_finance/services/budget_imports.py:147: OperationalError\n___________ test_phase18_ignore_reopen_keeps_candidate_visible_again ___________\n\n    def test_phase18_ignore_reopen_keeps_candidate_visible_again() -> None:\n        conn = db()\n>       seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n\ntests/unit/test_budget_phase18_core_flow.py:107: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:199: in seed_transaction_candidates_from_rows\n    inserted = _insert_candidate(conn, {\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x73573a5558a0>\nrow = {'amount_original': '10.00', 'classification': 'legacy_csv_seed', 'confidence': '0.20', 'created_at': '2026-05-17T13:22:23Z', ...}\n\n    def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\n        existing = conn.execute(\n            \"\"\"\n            SELECT 1 FROM budget_transaction_candidates\n            WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\n              AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\n            \"\"\",\n            (row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"transaction_date\"), row[\"description\"], row.get(\"amount_original\")),\n        ).fetchone()\n        if existing:\n            return False\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transaction_candidates(\n              transaction_candidate_id, source_file_label, source_row_or_range, source_type,\n              transaction_date, description, merchant, amount_original, currency_original,\n              proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\n              confidence, requires_review, status, notes, created_at, updated_at,\n              classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\n              receipt_key, linked_candidate_id, account_source, raw_fingerprint\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (\n                row[\"transaction_candidate_id\"], row[\"source_file_label\"], row.get(\"source_row_or_range\"), row.get(\"source_type\") or \"csv_seed\",\n                row.get(\"transaction_date\"), row[\"description\"], row.get(\"merchant\"), row.get(\"amount_original\"), row.get(\"currency_original\") or \"CHF\",\n                row.get(\"proposed_category_id\"), row.get(\"proposed_category_name\"), row.get(\"duplicate_of_transaction_id\"),\n                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\"],\n                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\"),\n                row.get(\"receipt_key\"), row.get(\"linked_candidate_id\"), row.get(\"account_source\"), row.get(\"raw_fingerprint\"),\n            ),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transactions__phase18\n\nsrc/jarvis_finance/services/budget_imports.py:147: OperationalError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_confirm_validates_required_fields\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_category_change_audit_and_budget_status_row_click_backing\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_ignore_reopen_keeps_candidate_visible_again\n4 failed, 1 passed in 0.47s", "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.]


patch

    conn.executescript(
        """
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_account_date ON budget_transactions(account_id, transaction_date);


Explanation:
**Considering insertion before indexes**

I need to think about how to perform an insertion before specific indexes in a structure. This requires a bit of planning to determine where and how I’m going to insert the new elements. I wonder if it will affect the existing data and how I might manage that. I should come up with a method to achieve this cleanly so everything remains organized, ensuring I don't run into index errors while doing this!

            DROP TABLE budget_transactions__phase18;
            """
        )
    cand_row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'").fetchone()
    cand_sql = cand_row["sql"] if cand_row else ""
    if "budget_transactions__phase18" in cand_sql:
        conn.execute("ALTER TABLE budget_transaction_candidates RENAME TO budget_transaction_candidates__phase18")
        conn.executescript(
            """
            CREATE TABLE budget_transaction_candidates (
                transaction_candidate_id TEXT PRIMARY KEY,
                source_file_label TEXT NOT NULL,
                source_row_or_range TEXT,
                source_type TEXT NOT NULL DEFAULT 'csv_seed',
                transaction_date TEXT,
                description TEXT NOT NULL,
                merchant TEXT,
                amount_original TEXT,
                currency_original TEXT NOT NULL DEFAULT 'CHF',
                proposed_category_id TEXT REFERENCES budget_categories(category_id),
                proposed_category_name TEXT,
                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                confidence TEXT NOT NULL DEFAULT '0',
                requires_review INTEGER NOT NULL DEFAULT 1,
                status TEXT NOT NULL DEFAULT 'pending',
                notes TEXT,
                created_at TEXT NOT NULL,
                updated_at TEXT,
                classification TEXT,
                review_reason TEXT,
                rule_id TEXT,
                rule_name TEXT,
                source_priority INTEGER NOT NULL DEFAULT 50,
                covered_by_source TEXT,
                receipt_key TEXT,
                linked_candidate_id TEXT,
                account_source TEXT,
                raw_fingerprint TEXT,
                confirmed_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                confirmed_at TEXT,
                confirmed_by TEXT
            );
            INSERT INTO budget_transaction_candidates(
                transaction_candidate_id, source_file_label, source_row_or_range, source_type,
                transaction_date, description, merchant, amount_original, currency_original,
                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
                confidence, requires_review, status, notes, created_at, updated_at,
                classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
                receipt_key, linked_candidate_id, account_source, raw_fingerprint,
                confirmed_transaction_id, confirmed_at, confirmed_by
            )
            SELECT transaction_candidate_id, source_file_label, source_row_or_range, source_type,
                transaction_date, description, merchant, amount_original, currency_original,
                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
                confidence, requires_review, status, notes, created_at, updated_at,
                classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
                receipt_key, linked_candidate_id, account_source, raw_fingerprint,
                confirmed_transaction_id, confirmed_at, confirmed_by
            FROM budget_transaction_candidates__phase18;
            DROP TABLE budget_transaction_candidates__phase18;
            """
        )
    conn.executescript(

            DROP TABLE budget_transactions__phase18;
            """
        )
    conn.executescript(


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -908,6 +908,65 @@
             DROP TABLE budget_transactions__phase18;
             """
         )
+    cand_row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'").fetchone()
+    cand_sql = cand_row["sql"] if cand_row else ""
+    if "budget_transactions__phase18" in cand_sql:
+        conn.execute("ALTER TABLE budget_transaction_candidates RENAME TO budget_transaction_candidates__phase18")
+        conn.executescript(
+            """
+            CREATE TABLE budget_transaction_candidates (
+                transaction_candidate_id TEXT PRIMARY KEY,
+                source_file_label TEXT NOT NULL,
+                source_row_or_range TEXT,
+                source_type TEXT NOT NULL DEFAULT 'csv_seed',
+                transaction_date TEXT,
+                description TEXT NOT NULL,
+                merchant TEXT,
+                amount_original TEXT,
+                currency_original TEXT NOT NULL DEFAULT 'CHF',
+                proposed_category_id TEXT REFERENCES budget_categories(category_id),
+                proposed_category_name TEXT,
+                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
+                confidence TEXT NOT NULL DEFAULT '0',
+                requires_review INTEGER NOT NULL DEFAULT 1,
+                status TEXT NOT NULL DEFAULT 'pending',
+                notes TEXT,
+                created_at TEXT NOT NULL,
+                updated_at TEXT,
+                classification TEXT,
+                review_reason TEXT,
+                rule_id TEXT,
+                rule_name TEXT,
+                source_priority INTEGER NOT NULL DEFAULT 50,
+                covered_by_source TEXT,
+                receipt_key TEXT,
+                linked_candidate_id TEXT,
+                account_source TEXT,
+                raw_fingerprint TEXT,
+                confirmed_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
+                confirmed_at TEXT,
+                confirmed_by TEXT
+            );
+            INSERT INTO budget_transaction_candidates(
+                transaction_candidate_id, source_file_label, source_row_or_range, source_type,
+                transaction_date, description, merchant, amount_original, currency_original,
+                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
+                confidence, requires_review, status, notes, created_at, updated_at,
+                classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
+                receipt_key, linked_candidate_id, account_source, raw_fingerprint,
+                confirmed_transaction_id, confirmed_at, confirmed_by
+            )
+            SELECT transaction_candidate_id, source_file_label, source_row_or_range, source_type,
+                transaction_date, description, merchant, amount_original, currency_original,
+                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
+                confidence, requires_review, status, notes, created_at, updated_at,
+                classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
+                receipt_key, linked_candidate_id, account_source, raw_fingerprint,
+                confirmed_transaction_id, confirmed_at, confirmed_by
+            FROM budget_transaction_candidates__phase18;
+            DROP TABLE budget_transaction_candidates__phase18;
+            """
+        )
     conn.executescript(
         """
         CREATE INDEX IF NOT EXISTS idx_budget_transactions_account_date ON budget_transactions(account_id, transaction_date);


terminal

{"output": "F.FF.                                                                    [100%]\n=================================== FAILURES ===================================\n_ test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate _\n\n    def test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        cat = confirm_create_category(conn, {\"name\": \"Haushalt\", \"category_type\": \"expense\"})[\"entity_id\"]\n        seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n        candidate = list_transaction_candidates(conn)[0]\n        update_transaction_candidate_category(conn, candidate[\"transaction_candidate_id\"], cat, \"phase18\")\n    \n>       result = confirm_transaction_candidate(conn, candidate[\"transaction_candidate_id\"], {\"account_id\": account})\n                 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n\ntests/unit/test_budget_phase18_core_flow.py:34: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:642: in confirm_transaction_candidate\n    result = confirm_budget_transaction(conn, preview[\"payload\"])\n             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x71d98ac2f880>\npayload = {'account_id': 'bacc_8ac6909e42694252', 'amount_original': '10.00', 'category_id': 'bcat_b8271abb4c9b4b5a', 'currency_original': 'CHF', ...}\n\n    def confirm_budget_transaction(conn: Connection, payload: dict) -> dict:\n        tx = _normalise_tx_payload(conn, payload)\n        if tx[\"category_id\"] and not conn.execute(\"SELECT 1 FROM budget_categories WHERE category_id=?\", (tx[\"category_id\"],)).fetchone():\n            raise HTTPException(status_code=422, detail=\"category not found\")\n        ts = now()\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transactions(\n                budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,\n                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,\n                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,\n                reversal_of_transaction_id, source_candidate_id\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (tx[\"budget_transaction_id\"], tx[\"account_id\"], tx[\"transaction_type\"], tx[\"transaction_date\"], tx[\"booking_date\"], tx[\"description\"], tx[\"payee\"], tx[\"merchant_id\"], tx[\"amount_original\"], tx[\"currency_original\"], tx[\"fx_rate_to_chf\"], tx[\"amount_chf\"], tx[\"fx_status\"], tx[\"category_id\"], tx[\"source_type\"], tx[\"notes\"], ts, ts, tx[\"reversal_of_transaction_id\"], tx[\"source_candidate_id\"]),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transaction_candidates__phase18\n\nsrc/jarvis_finance/services/budget_transactions.py:90: OperationalError\n_ test_phase18_effective_expenses_exclude_test_seed_candidates_and_archive_uat12 _\n\n    def test_phase18_effective_expenses_exclude_test_seed_candidates_and_archive_uat12() -> None:\n        conn = db()\n        uat_account = confirm_create_budget_account(conn, {\"name\": \"UAT12-20260516231955 Konto A\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        uat_cat = confirm_create_category(conn, {\"name\": \"UAT12-20260516231955 Kategorie\", \"category_type\": \"expense\"})[\"entity_id\"]\n        good_account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        good_cat = confirm_create_category(conn, {\"name\": \"Haushalt\", \"category_type\": \"expense\"})[\"entity_id\"]\n>       conn.execute(\"INSERT INTO budget_transactions(budget_transaction_id, account_id, transaction_type, transaction_date, description, amount_original, currency_original, fx_rate_to_chf, amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at) VALUES ('uat_tx', ?, 'expense', '2026-01-01', 'UAT12-20260516231955 Ausgabe', '1.00', 'CHF', '1', '1.00', 'not_needed', ?, 'confirmed', 'manual', 'UAT12', '2026-01-01T00:00:00Z', '2026-01-01T00:00:00Z')\", (uat_account, uat_cat))\nE       sqlite3.OperationalError: no such table: main.budget_transaction_candidates__phase18\n\ntests/unit/test_budget_phase18_core_flow.py:72: OperationalError\n____ test_phase18_category_change_audit_and_budget_status_row_click_backing ____\n\n    def test_phase18_category_change_audit_and_budget_status_row_click_backing() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        cat_a = confirm_create_category(conn, {\"name\": \"Alt\", \"category_type\": \"expense\"})[\"entity_id\"]\n        cat_b = confirm_create_category(conn, {\"name\": \"Neu\", \"category_type\": \"expense\"})[\"entity_id\"]\n        seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n        cand = list_transaction_candidates(conn)[0]\n        update_transaction_candidate_category(conn, cand[\"transaction_candidate_id\"], cat_a, \"phase18\")\n>       tx_id = confirm_transaction_candidate(conn, cand[\"transaction_candidate_id\"], {\"account_id\": account})[\"entity_id\"]\n                ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n\ntests/unit/test_budget_phase18_core_flow.py:95: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_imports.py:642: in confirm_transaction_candidate\n    result = confirm_budget_transaction(conn, preview[\"payload\"])\n             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x71d98abc0c70>\npayload = {'account_id': 'bacc_822f7967b5aa4f16', 'amount_original': '10.00', 'category_id': 'bcat_f0faebe9f068407b', 'currency_original': 'CHF', ...}\n\n    def confirm_budget_transaction(conn: Connection, payload: dict) -> dict:\n        tx = _normalise_tx_payload(conn, payload)\n        if tx[\"category_id\"] and not conn.execute(\"SELECT 1 FROM budget_categories WHERE category_id=?\", (tx[\"category_id\"],)).fetchone():\n            raise HTTPException(status_code=422, detail=\"category not found\")\n        ts = now()\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_transactions(\n                budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,\n                description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,\n                amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,\n                reversal_of_transaction_id, source_candidate_id\n            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?, ?)\n            \"\"\",\n            (tx[\"budget_transaction_id\"], tx[\"account_id\"], tx[\"transaction_type\"], tx[\"transaction_date\"], tx[\"booking_date\"], tx[\"description\"], tx[\"payee\"], tx[\"merchant_id\"], tx[\"amount_original\"], tx[\"currency_original\"], tx[\"fx_rate_to_chf\"], tx[\"amount_chf\"], tx[\"fx_status\"], tx[\"category_id\"], tx[\"source_type\"], tx[\"notes\"], ts, ts, tx[\"reversal_of_transaction_id\"], tx[\"source_candidate_id\"]),\n        )\nE       sqlite3.OperationalError: no such table: main.budget_transaction_candidates__phase18\n\nsrc/jarvis_finance/services/budget_transactions.py:90: OperationalError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_confirm_candidate_creates_productive_transaction_and_hides_candidate\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_effective_expenses_exclude_test_seed_candidates_and_archive_uat12\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_category_change_audit_and_budget_status_row_click_backing\n3 failed, 2 passed in 0.45s", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=3; terminal has failed 3 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


[Your active task list was preserved across context compression]
- [>] p18-0. Arbeitsbasis, Schema und Runtime-Zustand prüfen; Backup-Pfad vorbereiten (in_progress)
- [ ] p18-1. Tests für Phase 1.8 Navigation/Confirm/Effective Expenses/UAT Cleanup/Kategorie/Budgetstatus ergänzen und RED prüfen (pending)
- [ ] p18-2. Menü und Routen auf zentrale Seite „Buchungen prüfen“ umbauen; Doppelung entfernen (pending)
- [ ] p18-3. Confirm-Flow hart validieren, confirmed_transaction_id Migration/Schema ergänzen, Audit sicherstellen (pending)
- [ ] p18-4. Effektive Ausgaben auf confirmed expense budget_transactions begrenzen (pending)
- [ ] p18-5. UAT12 Runtime-Cleanup mit Backup, Dry Run, Audit/Cleanup-Event und Nachkontrolle durchführen (pending)
- [ ] p18-6. Runtime-UAT Kandidat Confirm/Kategorie ändern/Ignore-Reopen/Budgetstatus ohne Beträge im Bericht durchführen (pending)
- [ ] p18-7. Full verification: compile, pytest, npm test/build, scans, Git-Safety, diff-check (pending)
- [ ] p18-8. Commit, push, Remote-Hash verifizieren, Abschlussbericht (pending)


Ich setze direkt fort. Der aktuelle RED-Fehler ist kein Fachlogikfehler, sondern ein SQLite-Migrationsdetail: Beim Tabellen-Rebuild wurden Foreign-Key-Referenzen auf die temporäre `__phase18`-Tabelle umgeschrieben. Ich korrigiere die Migration jetzt stabil, dann weiter durch die Phase-1.8-Gates.

Explanation:
**Investigating database issues**

I need to keep going here. It seems like tools are already loaded, but I’m unsure about the context. I should inspect schema triggers since I’m getting an error about a missing table. It suggests that foreign key references in the budget transactions might have been renamed. I think I may need to rebuild the budget transactions or disable the legacy alter order to simplify things. Let’s check sqlite_master after the migrations for clarity.

python - <<'PY'
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations
conn=connect_memory(); apply_migrations(conn)
for name in ['budget_transactions','budget_transaction_candidates']:
    row=conn.execute("select sql from sqlite_master where type='table' and name=?", (name,)).fetchone()
    print('\n--', name, '--')
    print(row['sql'])
PY


Output:
-- budget_transactions --
CREATE TABLE budget_transactions (
                budget_transaction_id TEXT PRIMARY KEY,
                account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),
                transaction_type TEXT NOT NULL CHECK(transaction_type IN ('income','expense','transfer','refund','fee','adjustment','reversal')),
                transaction_date TEXT NOT NULL,
                booking_date TEXT,
                description TEXT NOT NULL,
                payee TEXT,
                merchant_id TEXT,
                amount_original TEXT NOT NULL,
                currency_original TEXT NOT NULL,
                fx_rate_to_chf TEXT,
                amount_chf TEXT,
                fx_status TEXT NOT NULL CHECK(fx_status IN ('not_needed','ok','missing','manual_override','estimated')),
                category_id TEXT REFERENCES budget_categories(category_id),
                status TEXT NOT NULL CHECK(status IN ('draft','confirmed','reversed','archived')),
                source_type TEXT NOT NULL CHECK(source_type IN ('manual','import_candidate','import_candidate_later','system')),
                notes TEXT,
                created_at TEXT NOT NULL,
                updated_at TEXT,
                reversal_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                source_candidate_id TEXT REFERENCES "budget_transaction_candidates__phase18"(transaction_candidate_id)
            )

-- budget_transaction_candidates --
CREATE TABLE budget_transaction_candidates (
                transaction_candidate_id TEXT PRIMARY KEY,
                source_file_label TEXT NOT NULL,
                source_row_or_range TEXT,
                source_type TEXT NOT NULL DEFAULT 'csv_seed',
                transaction_date TEXT,
                description TEXT NOT NULL,
                merchant TEXT,
                amount_original TEXT,
                currency_original TEXT NOT NULL DEFAULT 'CHF',
                proposed_category_id TEXT REFERENCES budget_categories(category_id),
                proposed_category_name TEXT,
                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                confidence TEXT NOT NULL DEFAULT '0',
                requires_review INTEGER NOT NULL DEFAULT 1,
                status TEXT NOT NULL DEFAULT 'pending',
                notes TEXT,
                created_at TEXT NOT NULL,
                updated_at TEXT,
                classification TEXT,
                review_reason TEXT,
                rule_id TEXT,
                rule_name TEXT,
                source_priority INTEGER NOT NULL DEFAULT 50,
                covered_by_source TEXT,
                receipt_key TEXT,
                linked_candidate_id TEXT,
                account_source TEXT,
                raw_fingerprint TEXT,
                confirmed_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
                confirmed_at TEXT,
                confirmed_by TEXT
            )


patch

                source_candidate_id TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)
            );

                source_candidate_id TEXT
            );


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -892,7 +892,7 @@
                 created_at TEXT NOT NULL,
                 updated_at TEXT,
                 reversal_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),
-                source_candidate_id TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)
+                source_candidate_id TEXT
             );
             INSERT INTO budget_transactions(
                 budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,


    _add_missing_columns(conn, "budget_transactions", {
        "source_candidate_id": "TEXT",
    })

    _add_missing_columns(conn, "budget_transactions", {
        "source_candidate_id": "TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)",
    })


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -863,7 +863,7 @@
         "confirmed_by": "TEXT",
     })
     _add_missing_columns(conn, "budget_transactions", {
-        "source_candidate_id": "TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)",
+        "source_candidate_id": "TEXT",
     })
     row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transactions'").fetchone()
     sql = row["sql"] if row else ""


terminal

{"output": "...F.                                                                    [100%]\n=================================== FAILURES ===================================\n____ test_phase18_category_change_audit_and_budget_status_row_click_backing ____\n\n    def test_phase18_category_change_audit_and_budget_status_row_click_backing() -> None:\n        conn = db()\n        account = confirm_create_budget_account(conn, {\"name\": \"Budget Konto\", \"account_type\": \"cash\", \"currency\": \"CHF\"})[\"entity_id\"]\n        cat_a = confirm_create_category(conn, {\"name\": \"Alt\", \"category_type\": \"expense\"})[\"entity_id\"]\n        cat_b = confirm_create_category(conn, {\"name\": \"Neu\", \"category_type\": \"expense\"})[\"entity_id\"]\n        seed_transaction_candidates_from_rows(conn, [{\"Datum\": \"2026-01-03\", \"Beschreibung\": \"Demo Händler\", \"Betrag\": \"10.00\"}], source_file_label=\"phase18.csv\")\n        cand = list_transaction_candidates(conn)[0]\n        update_transaction_candidate_category(conn, cand[\"transaction_candidate_id\"], cat_a, \"phase18\")\n        tx_id = confirm_transaction_candidate(conn, cand[\"transaction_candidate_id\"], {\"account_id\": account})[\"entity_id\"]\n        update_budget_transaction(conn, tx_id, {\"category_id\": cat_b, \"change_note\": \"phase18 recategorise\"})\n    \n        assert list_budget_transactions(conn, transaction_type=\"expense\", status=\"confirmed\", category_id=cat_b)\n        rows = get_budget_status_by_category(conn, year=\"2026\")\n>       row_b = next(r for r in rows if r[\"category_id\"] == cat_b)\n                ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\nE       StopIteration\n\ntests/unit/test_budget_phase18_core_flow.py:100: StopIteration\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase18_core_flow.py::test_phase18_category_change_audit_and_budget_status_row_click_backing\n1 failed, 4 passed in 0.40s", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=4; terminal has failed 4 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


Explanation:
**Inspecting budget overview**

I'm trying to figure out if I need to look into the status of the budget overview for any specific plans. It's not entirely clear if I should focus on just the plans, or if the overall budget overview needs attention as well. I want to make sure I'm on the right track and gathering the necessary information. It feels important to clarify this so I can proceed effectively!