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


Explanation:
**Setting up the OpenFIGI key**

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


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


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
Summary generation was unavailable. 151 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.

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


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

patch

MIGRATION_VERSION = 22
MIGRATION_NAME = "022_budget_phase16_user_category_rules"

MIGRATION_VERSION = 23
MIGRATION_NAME = "023_budget_phase18_core_confirm_flow"

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] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (866 chars result)


def _create_budget_phase18_tables(conn: Connection) -> None:
    _add_missing_columns(conn, "budget_transaction_candidates", {
        "confirmed_transaction_id": "TEXT REFERENCES budget_transactions(...[truncated]

def _apply_compat_migrations(conn: Connection) -> None:


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (4,565 chars result)


    _create_budget_phase15_tables(conn)
    _create_budget_phase18_tables(conn)


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (597 chars result)


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 [],


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py (907 chars result)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py from line 1 (4,816 chars)


        "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,
   ...[truncated]

        "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 [],


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py (1,119 chars result)


        INSERT INTO budget_transactions(
            budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,
            description, payee, merchant_id, amount_original, ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py (2,174 chars result)


    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:


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (943 chars result)


    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 be...[truncated]

    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(note...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (2,400 chars result)


    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(note...[truncated]

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,216 chars result)


            "category_id": cat_id,
            "source_type": "import_candidate",
            "source_candidate_id": candidate_id,
            "notes": f"Confirmed from transaction candidate {candidat...[truncated]

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (822 chars result)


conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (result[...[truncated]

    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_d...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (2,044 chars result)


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...[truncated]

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!


terminal

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


[terminal] ran `unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase18_core_flow....` -> exit 1, 3 lines output


patch

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


            DROP TABLE budget_transactions__phase18;
            """
        )
    cand_row = conn.execute("SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'")....[truncated]

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

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!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (4,176 chars result)


[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.

terminal

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 ['bu...[truncated]

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.


[terminal] ran `python - <<'PY'
from jarvis_finance.storage.database import connect_memory
fr...` -> exit 0, 1 lines output


patch

                source_candidate_id TEXT REFERENCES budget_transaction_candidates(transaction_candidate_id)
            );

                source_candidate_id TEXT
            );


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (877 chars result)


    _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)",
    })


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (809 chars result)


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!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py from line 1 (14,148 chars)


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

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!


    grouped: dict[str, dict] = {}
    for actual_row in actual_rows:
        category_id = actual_row["category_id"]
        if not category_id:
            continue
        category = conn.execute("S...[truncated]

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py (1,391 chars result)


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.

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

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] updated task list


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts from line 1 (7,969 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue from line 1 (14,881 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetTransactionsPage.vue from line 1 (11,891 chars)


patch

Ausgaben · Buchungen prüfen

Buchungen prüfen

      <p class="mt-1 t...[truncated]

Ausgaben · Import Review

Import-Kandidaten prüfen

      <p class="m...[truncated]

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] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (1,478 chars result)


      <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="accoun...[truncated]

      <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>...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (2,198 chars result)


import { bulkUpdateBudgetTransactionCandidateCategory, confirmBudgetTransactionCandidate, getBudgetAccounts, getBudgetCategories, getBudgetTransactionCandidates, ignoreBudgetTransactionCandidate, mark...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (1,598 chars result)


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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (643 chars result)


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

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (1,636 chars result)


async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } if (!confirmAccount.value) { er...[truncated]

async function confirmItem(item: BudgetTransactionCandidate) { if (!canConfirm(item)) { error.value = 'Kandidat ist nicht confirm-fähig oder Kategorie fehlt.'; return } await confirmBudgetTransactionC...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (2,548 chars result)


    { path: '/planning/budget/expenses/review', name: 'budget-expense-review', component: BudgetImportReviewPage, meta: { title: 'Buchungen prüfen' } },
    { path: '/planning/budget/import-review', r...[truncated]

    { path: '/planning/budget/import-review', name: 'budget-import-review', component: BudgetImportReviewPage, meta: { title: 'Import Review' } },
    { path: '/planning/budget/category-assignment', n...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts (2,049 chars result)


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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts (1,433 chars result)


{ title: 'Budget', items: [{ to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label:...[truncated]

{ title: 'Budget', items: [{ to: '/planning/budget', label: 'Budget Übersicht' }, { to: '/planning/budget/status', label: 'Budgetstatus nach Kategorie' }, { to: '/planning/budget/monthly', label: 'M...[truncated]

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!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue (3,403 chars result)


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] ran `npm test -- --run` -> exit 0, 1 lines output


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

todo

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

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

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

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!


[todo] updated task list


terminal

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_fin...[truncated]


[terminal] ran `set -euo pipefail
python - <<'PY'
import sqlite3, shutil
from pathlib import ...` -> exit 0, 1 lines output


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)):


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py (856 chars result)


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

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py (633 chars result)


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...[truncated]


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.

todo

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

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!


terminal

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_bud...[truncated]


[terminal] ran `set -euo pipefail
python - <<'PY'
import sqlite3
from pathlib import Path
fro...` -> exit 0, 1 lines output


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.

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'...[truncated]

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!


[terminal] ran `python - <<'PY'
import sqlite3
from pathlib import Path
p=Path.home()/'jarvis...` -> exit 0, 1 lines output


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

todo

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

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!


terminal

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


[terminal] ran `unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_com...` -> exit 1, 1 lines output


Fullsuite findet noch dieselbe SQLite-FK-Rename-Kante in abhängigen Tabellen (`budget_transaction_tags`, `budget_import_line_items`). Ich baue die Migration so um, dass Phase 1.8 keine Foreign-Key-Referenzen auf temporäre Rename-Tabellen hinterlässt.

Explanation:
**Evaluating foreign key adjustments**

I need to fix the foreign keys for budget_transaction_tags since line_items refer to a renamed temp table. When I rename transactions or candidates, it updates the foreign keys. I’m wondering if it’s easier to rebuild all dependent tables or to just disable the foreign keys for now. I think I should inspect the schema first to see the best approach! Let’s figure this out systematically.


[terminal] ran `python - <<'PY'
from jarvis_finance.storage.database import connect_memory
fr...` -> exit 0, 1 lines output


patch

    conn.executescript(
        """
        CREATE TABLE IF NOT EXISTS budget_transaction_tags__phase18_fixed (
            budget_transaction_id TEXT NOT NULL,
            tag_id TEXT NOT NULL REFERE...[truncated]

Explanation:
**Considering frontend and backend updates**

I'm thinking if the frontend shouldn't have the tab visible when something is covered. The default list should display those items, even if they're marked as covered. On the backend side, I need to ensure that covered items are hidden by default. I also want to update the old tests and maybe consider creating multiple tests for this. Oh, and I need to ensure the expected patch version is 23. I'll use search to check on that.


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (4,879 chars result)


Explanation:
**Inspecting patch issues**

I noticed that there's a missing quote in the patch that's causing some problems. I need to take a closer look at that section to see where the error is coming from. It seems like an oversight, and I'm determined to find a fix. Let's see what details are involved and how I can correct it to ensure everything works smoothly. My focus now is on carefully reviewing the specific part that needs attention.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 960 (6,661 chars)


    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...[truncated]

    conn.executescript(
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_category ON budget_transactions(category_id);
        CREATE INDEX IF NOT EXISTS idx_budget_transactions_status ON bu...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (1,653 chars result)


Explanation:
**Clarifying database setup**

I’m trying to make sure the "CREATE IF NOT EXISTS" command works correctly. It seems like it keeps the temp table if it’s repeated, but it’s dropping the original table each time. I need to consider if the original table exists before I run this due to the migration phase. Updating the tests with the expected version will be important, and I think I should use search to clarify any uncertainties.


from pathlib import Path
for p in Path('/home/agent/.hermes/repos/FinanceManager/tests').rglob('*.py'):
    s=p.read_text()
    if 'get_schema_version(conn) == 22' in s:
        p.write_text(s.replace('get_schema_version(conn) == 22','get_schema_version(conn) == 23'))
        print('updated', p)


[execute_code] `from pathlib import Path for p in Path('/home/agent/.hermes/...` (1 lines output)


terminal

unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase1.py tests/unit/test_budget_phase15_source_aware_imports.py tests/unit/test_budget_phase16_user_rules.py tests/unit/test_budget_phase17_ux_workflow.py tests/unit/test_budget_phase18_core_flow.py tests/unit/test_schema.py -q


[terminal] ran `unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase1.py tests/un...` -> exit 1, 1 lines output


patch

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

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

Explanation:
**Evaluating list filters**

I’m thinking about how list filters work. Do I need an “else” condition even if the tab adds status? The user might not want covered items to show when there’s no tab. So, if the tab is covered, I should show it. It seems I’ve got to patch this logic to make it clearer and consistent with the user’s expectations. There's definitely some room for improvement here!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (664 chars result)


    by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
    covered_by_desc = {c["description"]: c for c in list_transaction_candidates(conn, status="covered_by_migros")}
    as...[truncated]

    by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
    assert by_desc["APPLE.COM/BILL"]["proposed_category_id"] == cats["abos"]
    assert by_desc["Galaxus Zürich"]["status...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py (1,380 chars result)


terminal

unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase15_source_aware_imports.py tests/unit/test_budget_phase16_user_rules.py -q


Output:
.......                                                                  [100%]
7 passed in 0.53s


[terminal] ran `unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_com...` -> exit 0, 1 lines output


Backend ist grün: 381 Tests. Jetzt Frontend Test + Build.


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


Frontend ist grün: 24 Tests + Build. Ich wende die finale Migration noch einmal auf die Runtime an, damit auch dort keine temporären FK-Referenzen bleiben, dann Safety/Scan.

python - <<'PY'
import sqlite3
from pathlib import Path
from jarvis_finance.storage.migrations import apply_migrations
p=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=sqlite3.c...[truncated]

Explanation:
**Considering migration processes**

I need to ensure the safety of scans and Git while also looking at runtime migration after applying a patch. It seems I might be dealing with outdated or problematic foreign keys. I should apply current migrations, although the schema_migrations version is already 23, which means apply_compat runs before I can even check things. I need to fix that and plan to run everything on runtime after the code patch is made. I’ll definitely use apply_migrations.


Output: {'runtime_phase18_temp_fk_hits': []}


set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git diff --check
python - <<'PY'
import re, subprocess
from pathlib import Path
tracked = subprocess.check_output(['git','ls-files'], text...[truncated]


[terminal] ran `set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git diff --chec...` -> exit 0, 1 lines output


Der grobe Repo-Scan meldet erwartete synthetische Fixtures/Docs mit Wörtern wie `token`/`api`, keine Build-Secrets. Ich prüfe jetzt streng nur geänderte Dateien plus Cleanup der Build-Artefakte.

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
python - <<'PY'
import shutil
from pathlib import Path
for rel in ['frontend/dist','frontend/node_modules/.vite','.pytest_cache']:
    p=P...[truncated]

Explanation:
**Considering git safety protocols**

I realize my scan might be a bit too broad, but I'm focused on ensuring git safety for just the changed files, not all tracked ones. The first step is to check the status to see where everything stands. I also need to clean up the distribution folder and make sure to run a git diff to check for any issues. Lastly, I want to conduct a scan for any changed secrets.


[terminal] ran `set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
python - <<'PY'...` -> exit 0, 1 lines output


Explanation:
**Checking file status**

I’m trying to figure out why a new test file isn’t listed. It could be that it’s untracked or maybe there’s something going on when I write it? I definitely want to check the status to see what’s happening. Understanding if it’s part of the git diff will help clarify whether it’s been added or not. It's crucial to get this right so I don’t miss anything.


[terminal] ran `git status --short` -> exit 0, 1 lines output


python - <<'PY'
import re, subprocess
from pathlib import Path
changed=subprocess.check_output(['bash','-lc','{ git diff --name-only; git ls-files --others --exclude-standard; }'], text=True).splitlin...[truncated]


[terminal] ran `python - <<'PY'
import re, subprocess
from pathlib import Path
changed=subpro...` -> exit 0, 1 lines output


Safety-Gates für geänderte + untracked Dateien sind sauber. Jetzt Commit und Push.

todo

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

Commit, push, Remote-Hash verifizieren, Abschlussbericht


[todo] updated task list


terminal

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git add frontend/src/components/SidebarNav.vue frontend/src/pages/BudgetImportReviewPage.vue frontend/src/router/index.ts src/jarvis_finan...[truncated]


[terminal] ran `set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git add fronten...` -> exit 0, 1 lines output


set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
GITHUB_TOKEN=$(python - <<'PY'
import csv, re
fro...[truncated]


[terminal] ran `set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
TOKEN_FILE="$HO...` -> exit 128, 1 lines output


Push ist durch; nur die anschließende Remote-Hash-Abfrage lief ohne Askpass. Ich verifiziere den Remote-Hash jetzt separat mit demselben temporären Askpass.

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
GITHUB_TOKEN=$(python - <<'PY'
import re
from pathlib import Path
text=(Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_Fi...[truncated]

Explanation:
**Troubleshooting Git commands**

I see that my push succeeded, but the ls-remote command failed due to no authentication. I need to verify this with GIT_ASKPASS too, possibly before setting a trap. It seems like the environment might only apply to the git push command, not ls. I’m realizing I might need to rerun ls to check the status again. There’s quite a bit to unravel here, so I’ll take it step by step!


Output:
local=6c362e58464d2b210a885d64f2f1e85f31d646e4
remote=6c362e58464d2b210a885d64f2f1e85f31d646e4
match=yes


Sir, **Budget Phase 1.8 ist umgesetzt, runtime-getestet, committed und gepusht.**

## Ergebnis nach Akzeptanzliste

- **Menüstruktur korrigiert:** Ja
- **„Buchungen prüfen“ zentrale Seite:** Ja
- **Import Review / Kategoriezuordnung Doppelung entfernt:** Ja
  - Alte Routen leiten auf die zentrale Review-Seite um.
- **Confirm erzeugt echte Budget-Transaktion:** Ja
- **Bestätigte Buchung erscheint unter Effektive Ausgaben:** Ja
- **UAT12-Testdaten entfernt/archiviert:** Ja
- **Kategorieänderung funktioniert:** Ja
- **Budgetstatus aktualisiert:** Ja
- **Ignorieren/Wieder öffnen funktioniert:** Ja
- **Runtime-UAT durchgeführt:** Ja
- **Keine echten Beträge im Bericht:** Ja
- **Keine Runtime-DB ins Git:** Ja
- **Keine echten Dateien ins Git:** Ja
- **Änderungen auditierbar:** Ja

## Fachlicher Kernfluss

Der Flow ist jetzt:

`Import-Kandidat → Kategorie setzen → Confirm → budget_transactions.status=confirmed → Effektive Ausgaben → Budgetstatus`

Confirm schreibt jetzt produktiv:

- `budget_transactions`
- `transaction_type`
- `status = confirmed`
- `source_type = import_candidate`
- `source_candidate_id`
- `category_id`
- `amount_original`
- `currency_original`
- `amount_chf` / `fx_status`
- Audit Events:
  - `candidate_confirmed`
  - `budget_transaction_created`

Der Kandidat erhält:

- `status = confirmed`
- `confirmed_transaction_id`
- `confirmed_at`
- `confirmed_by`

## Menüstruktur

Neu im User Mode:

- **Ausgaben**
  - Buchungen prüfen
  - Effektive Ausgaben
  - Manuelle Ausgabe

- **Budget**
  - Budgetstatus nach Kategorie
  - Monatsbudget
  - Jahresbudget
  - Budgetpläne

- **Setup**
  - Kategorien
  - Tags
  - Konten
  - Excel übernehmen / Seed Review

- **Später**
  - Regeln
  - Fixkosten
  - Duplikate
  - Migros Details
  - VISA Import

Entfernt aus der sichtbaren Navigation:

- Import Review
- Kategoriezuordnung
- Einkommen-Gruppe aus diesem Sprint-Menü
- Analytics als Extra-Ablenkung

Die alten Routen bleiben als Redirects erhalten, damit Bookmarks nicht brechen. Sehr zivilisiert.

## UAT12 Runtime Cleanup

Vor Cleanup wurde ein Runtime-DB-Backup erstellt:

`/home/agent/jarvis_runtime/finance-system/backups/finance_phase18_pre_uat12_cleanup_20260517T132855Z.sqlite3`

Dry Run fand:

- UAT12-Konten: `2`
- UAT12-Kategorien: `2`
- UAT12-Transaktionen: `4`
- UAT12-Tags: `1`
- UAT12-Kandidaten: `0`

Cleanup:

- Transaktionen archiviert
- Konten archiviert
- Kategorien archiviert
- Tags archiviert
- Cleanup-Audit geschrieben

Nachkontrolle User View:

- Sichtbare UAT12-Transaktionen: `0`
- Sichtbare UAT12-Konten: `0`
- Sichtbare UAT12-Kategorien: `0`
- Sichtbare UAT12-Tags: `0`

## Runtime-UAT

Durchgeführt mit kontrollierten Phase-1.8-Testobjekten, danach wieder archiviert.

Test A — UAT12 Cleanup:

- UAT12-Daten weg aus User Views: Ja

Test B — Kandidat bestätigen:

- Kandidat erzeugt: Ja
- Kategorie gesetzt: Ja
- Confirm durchgeführt: Ja
- Kandidat verschwindet aus offener Prüfung: Ja
- Produktive Budget-Transaktion sichtbar: Ja
- Audit vorhanden: Ja

Test C — Kategorie ändern:

- Bestätigte Ausgabe geöffnet/geändert: Ja
- Audit vorhanden: Ja
- Budgetstatus aktualisiert: Ja

Test D — Ignorieren / Wieder öffnen:

- Kandidat ignoriert: Ja
- Kandidat aus offener Ansicht verschwunden: Ja
- Kandidat wieder geöffnet: Ja
- Kandidat wieder sichtbar: Ja

Die kontrollierten UAT18-Testartefakte wurden nach der Verifikation wieder archiviert. Es bleibt also kein neuer Testmüll in „Effektive Ausgaben“ liegen. Skandal vermieden.

## Tests und Verifikation

Bestanden:

- **Python compile:** OK
- **pytest:** `381 passed`
- **Frontend Vitest:** `24 passed`
- **Frontend build:** OK
- **git diff --check:** OK
- **Changed-files Secret Scan:** OK
- **Frontend build Secret Scan:** OK
- **Git-Safety für geänderte/untracked Dateien:** OK
- **Runtime Migration Nachkontrolle:** keine `__phase18` Temp-FK-Referenzen
- **Working tree nach Commit:** sauber

Hinweis:

- Frontend-Tests zeigen weiterhin bekannte Vue-Router-Warnings im Test-Stubbing. Nicht blockierend; Tests sind grün.

## Git

- **Branch:** `feat/budget-phase-1-4`
- **Commit:** `6c362e58464d2b210a885d64f2f1e85f31d646e4`
- **Commit Message:** `fix: wire budget candidate confirm flow`
- **Push:** erfolgreich
- **Remote Hash:** `6c362e58464d2b210a885d64f2f1e85f31d646e4`
- **Remote Match:** Ja

## Offene Bugs

Keine blockierenden Bugs aus Phase 1.8.

Resthinweis:

- `Buchungen prüfen` braucht für Confirm jetzt ein Confirm-Konto. Das ist absichtlich so, weil der Backend-Flow korrekt validiert: Konto, Kategorie, Datum, Betrag, Währung. Fake-Confirm ist damit raus.


[M G] Budget Phase 1.8 ist akzeptiert.

Ich bin gerade unterwegs und kann das Dashboard erst später prüfen. Bitte starte deshalb einen Feature-Sprint, aber ohne produktive Massenbestätigung echter Kandidaten.

# Budget Phase 1.9 – Review Productivity, Split UI, Rule Manager MVP-light & Budget-Auswertung

Ziel:
Die Budget-Arbeitsoberfläche soll so ausgebaut werden, dass ich später schnell und sicher die importierten Buchungskandidaten prüfen, kategorisieren, splitten und bestätigen kann.

Wichtig:
- Keine produktive Massenbestätigung ohne meine ausdrückliche Freigabe.
- Keine echten Beträge im Chat.
- Keine echten Dateien ins Git.
- Keine Runtime-DB ins Git.
- Vor Runtime-Änderungen Backup erstellen.
- Jede Änderung auditierbar.
- Keine neuen Importquellen.
- Keine OCR/Kamera/Vision.
- Keine automatische Blindbuchung.
- Nur Werkzeuge und Review-Funktionalität ausbauen.

## Arbeitspaket 1: Review Dashboard für Buchungskandidaten verbessern

Die Seite Buchungen prüfen soll produktiver werden.

Bitte ergänzen:

### Oben Summary Cards

- offene Kandidaten total
- auto-zugeordnet
- review nötig
- Galaxus/Digitec
- Migros > 50 CHF
- covered_by_migros
- unklare Kandidaten
- mögliche Duplikate

### Filter

- Quelle
- Status
- Kategorie-Vorschlag
- Händler
- Regel
- Confidence
- Zeitraum
- Betragsspanne lokal im Dashboard, aber nicht im Chat

### Sortierung

- Datum
- Händler
- Kategorie
- Confidence
- Quelle
- Status

## Arbeitspaket 2: Batch Review Workflow

Bitte Batch-Aktionen sauber ausbauen:

- mehrere Kandidaten auswählen
- Kategorie setzen
- ausgewählte bestätigen
- ausgewählte ignorieren
- ausgewählte wieder öffnen
- als Transfer markieren
- als covered_by_migros markieren

Wichtig:
Vor Batch Confirm immer:

1. Preview
2. Anzahl Kandidaten
3. Kategorien
4. mögliche Konflikte
5. Confirm

Keine Blindbuchung.

## Arbeitspaket 3: Split-UI implementieren

Bisher ist Split nur vorbereitet. Bitte jetzt eine nutzbare Split-UI bauen.

Use Case:
Eine Galaxus- oder Migros-Buchung soll auf mehrere Kategorien aufgeteilt werden.

Workflow:

1. Kandidat öffnen
2. Button Splitten
3. Split-Zeilen erfassen:
   - Kategorie
   - Betrag
   - Notiz optional
   - Tag optional
4. Summe der Split-Beträge muss Hauptbetrag entsprechen
5. Preview
6. Confirm
7. produktive Budgettransaktion mit Splits oder mehrere verknüpfte Budgettransaktionen erzeugen
8. Audit

Wenn Summe nicht stimmt:
- Speichern blockieren
- klare Fehlermeldung

## Arbeitspaket 4: Kategorie aus Review heraus erstellen

Im Review muss ich direkt eine neue Kategorie erstellen können.

Workflow:

- Kandidat hat keine passende Kategorie
- Dropdown → Neue Kategorie erstellen
- Name
- Parent-Kategorie
- Typ
- Confirm
- Kandidat wird dieser Kategorie zugeordnet
- Audit

Keine technischen IDs im User Mode.

## Arbeitspaket 5: Rule Manager MVP-light

Bitte noch keinen komplexen Regelmanager bauen, aber eine einfache Seite:

Regeln

Funktionen:

- bestehende automatische Regeln anzeigen
- Regel erstellen:
  - Händler enthält Text
  - Quelle
  - Kategorie
  - Status auto/review
- Regel deaktivieren
- Regel auf offene Kandidaten testen
- Regel auf offene Kandidaten anwenden, aber nur als Vorschlag

Beispiele:
- Netflix → Freizeit/Abos
- Galaxus → Review nötig
- Migros Bon unter Schwelle → Essen & Haushalt
- Apple/Google/Amazon Prime/Disney → Freizeit/Abos
- Apotheke/Spital → Gesundheit

Wichtig:
Regel erstellt keine produktive Buchung. Sie setzt nur Vorschläge auf Kandidaten.

## Arbeitspaket 6: Effektive Ausgaben weiter ausbauen

Die Seite Effektive Ausgaben soll nach bestätigten Buchungen wirklich als Arbeitsseite dienen.

Bitte ergänzen:

- Summary oben:
  - Ausgaben aktueller Monat
  - Ausgaben Jahr bisher
  - Anzahl Buchungen
  - Top Kategorie
- Filter:
  - Zeitraum
  - Kategorie
  - Händler
  - Konto
  - Quelle
- Row Click:
  - Detail Drawer
  - Kategorie ändern
  - Tags ändern
  - Storno/Reverse
  - Audit anzeigen

## Arbeitspaket 7: Budgetstatus nach Kategorie verbessern

Die Seite soll klarer zeigen:

- Budget Monat
- Budget Jahr
- Ist Jahr bisher
- Ist Ø Monat
- Prognose Jahr
- Abweichung
- Ampel

Bitte ergänzen:

- Row Click auf Kategorie
- zeigt bestätigte Buchungen dieser Kategorie
- Möglichkeit einzelne Buchung direkt umzukategorisieren
- Budgetstatus aktualisiert sich danach

## Arbeitspaket 8: Income / Einnahmen übersichtlicher machen

Bitte Income-Seite verbessern:

- geplante Einnahmen
- tatsächliche Einnahmen
- Prognose
- Abweichung
- Status

Falls noch keine Income-Kandidaten in Runtime vorhanden:
- klar anzeigen: „Noch keine Einnahmen importiert/erfasst.“
- keine Fehlermeldung
- keine Fake-Daten

## Arbeitspaket 9: Keine produktive Bulk-Buchung ohne Freigabe

Bitte ausdrücklich beachten:

- Du darfst Test-/synthetische Kandidaten in Test-DBs bestätigen.
- Du darfst in Runtime nur Einzel-UAT nutzen, falls nötig, und danach wieder bereinigen.
- Du darfst keine echten 2026-Kandidaten massenhaft produktiv bestätigen.
- Baue die Funktionalität, aber lasse die Entscheidung mir.

## Arbeitspaket 10: Tests

Bitte Tests ergänzen für:

### Review Dashboard
- Summary Counts korrekt
- Filter funktionieren
- Sortierung funktioniert

### Batch Review
- Mehrfachauswahl
- Kategorie für Auswahl setzen
- Preview vor Confirm
- Confirm erzeugt Transaktionen
- keine Blindbuchung

### Split
- Split-Summe muss Hauptbetrag entsprechen
- Split Confirm erzeugt auditierbare Buchung
- falsche Summe blockiert

### Kategorie aus Review
- neue Kategorie im Review erstellen
- Kandidat wird zugeordnet
- Audit

### Rule MVP
- Regel erstellen
- Regel deaktivieren
- Regel testen
- Regel auf Kandidaten als Vorschlag anwenden
- keine produktive Buchung

### Effektive Ausgaben
- bestätigte Ausgaben erscheinen
- Filter funktionieren
- Row Click Detail
- Kategorieänderung aktualisiert Budgetstatus

### Budgetstatus
- Row Click zeigt Buchungen
- Umkategorisierung aktualisiert Ist-Werte

### Safety
- keine echten Dateien im Git
- keine Runtime-DB im Git
- Git-Safety sauber

## Verifikation

Nach Umsetzung:

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

## Abschlussbericht

Bitte berichten:

- Review Dashboard verbessert: ja/nein
- Batch Review implementiert: ja/nein
- Split-UI implementiert: ja/nein
- Kategorie aus Review erstellbar: ja/nein
- Rule Manager MVP-light implementiert: ja/nein
- Effektive Ausgaben verbessert: ja/nein
- Budgetstatus Row Click verbessert: ja/nein
- Einkommen-Seite verbessert: ja/nein
- Keine produktive Massenbestätigung: bestätigt
- Tests
- Git-Safety
- Commit-Hash
- Push-Status
- offene Grenzen


Explanation:
**Planning and executing tasks**

I see I need to act now and load the relevant skills. Did I already load them in the previous steps? I need to check if they were included in the current answer as well. It feels like a big task ahead, and I need to keep working until it's complete, but I'm aware of the time involved. I’ll implement the necessary steps and inspect the files as I go, using my to-do list for organization.


[skill_view] name=finance-system-architecture (69,875 chars)


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


[skill_view] name=github-pr-workflow (14,176 chars)


Akzeptiert, Sir. Ich starte Phase 1.9 als Werkzeug-/Review-Sprint — ausdrücklich **ohne produktive Massenbestätigung echter Kandidaten**. Ich beginne mit TDD/Inventar, baue dann die Review-Werkzeuge und verifiziere vollständig.

Explanation:
**Considering implementation strategies**

I’m thinking about loading reference phases 18 and 17 to ensure the skill content is sufficient. We should implement large tasks, but I’m wondering if using a delegate is the best route. Having a maximum of three parallel tasks could be challenging due to separate contexts within the same repository. I might consider using subagents just for inspection. Overall, I really need to find a faster way to approach this, so let's inspect the files.

todo

Arbeitsbasis prüfen, sauberen Git-Stand und vorhandene Budget-APIs/UI inventarisieren

Phase-1.9 Backend-Regressionstests für Summary/Filter/Sort/Batch Preview/Split/Rules/Budgetstatus schreiben und RED prüfen

Backend Services/API für Candidate Summary, Filter/Sort, Batch Preview/Actions, Split Confirm, Review-Kategorie, Rule MVP-light ergänzen

Frontend Buchungen prüfen: Summary Cards, Filter/Sort, Batch Preview/Confirm, Split Drawer, Kategorie erstellen

Rule Manager MVP-light Seite und Route bauen

Effektive Ausgaben, Budgetstatus Row Click und Income-Seite verbessern

Tests grün machen: pytest, npm test, npm build

Safety: keine produktive Massenbestätigung, Runtime nur Backup/keine echten Bulk-Writes, scans, Git-Safety, diff-check

Commit, Push, Remote-Hash, Abschlussbericht


terminal

git status --short && git branch --show-current && git rev-parse --short HEAD


Output:
feat/budget-phase-1-4
6c362e5


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 1 (58,757 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py from line 1 (14,828 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 761 (3,088 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py from line 1 (18,921 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue from line 1 (14,147 chars)


Explanation:
**Planning backend changes**

I need to write tests, so I'm thinking I might need enough backend implementation to support that. The migrations for the rule table could help with splitting tags, especially since the existing split lacks tagging. I can create multiple transaction links in the imports service. I should also consider whether to include the rule manager in the same file. It’s essential to be careful with helper functions and migrations as they could add columns or require cleanups. Writing tests for the core will be important too.

from __future__ import annotations

import pytest
from fastapi import HTTPException

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 (
    apply_budget_rules_to_open_candidates,
    batch_mark_candidates,
    confirm_candidate_split,
    create_budget_rule,
    create_review_category_for_candidate,
    list_budget_rules,
    list_transaction_candidates,
    preview_batch_confirm_candidates,
    review_candidate_summary,
    seed_credit_card_candidates_from_rows,
    seed_transaction_candidates_from_rows,
    test_budget_rule,
)
from jarvis_finance.services.budget_overview import get_budget_status_by_category
from jarvis_finance.services.budget_transactions import list_budget_transactions
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 setup_base(conn):
    account = confirm_create_budget_account(conn, {"name": "Review Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    food = confirm_create_category(conn, {"name": "Essen", "category_type": "expense"})["entity_id"]
    subs = confirm_create_category(conn, {"name": "Freizeit/Abos", "category_type": "expense"})["entity_id"]
    health = confirm_create_category(conn, {"name": "Gesundheit", "category_type": "expense"})["entity_id"]
    return account, food, subs, health

def test_phase19_review_summary_filter_and_sort_counts() -> None:
    conn = db(); _account, food, subs, _health = setup_base(conn)
    seed_credit_card_candidates_from_rows(conn, [
        {"Datum": "2026-02-01", "Beschreibung": "NETFLIX", "Betrag": "10.00"},
        {"Datum": "2026-02-02", "Beschreibung": "Galaxus Zürich", "Betrag": "20.00"},
        {"Datum": "2026-02-03", "Beschreibung": "MIGROS MMM", "Betrag": "30.00"},
    ], source_file_label="phase19_card.csv", subscription_category_id=subs, migros_covered=True)
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-02-04", "Beschreibung": "Unklar", "Betrag": "40.00"}], source_file_label="phase19_bank.csv")
    summary = review_candidate_summary(conn)
    assert summary["open_total"] == 3
    assert summary["galaxus_digitec"] == 1
    assert summary["covered_by_migros"] == 1
    assert summary["unclear"] >= 1
    rows = list_transaction_candidates(conn, source_type="credit_card_csv", merchant="net", sort_by="merchant", sort_dir="asc")
    assert [r["description"] for r in rows] == ["NETFLIX"]

def test_phase19_batch_preview_required_before_confirm_and_actions() -> None:
    conn = db(); account, _food, subs, _health = setup_base(conn)
    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-02-01", "Beschreibung": "NETFLIX", "Betrag": "10.00"}], source_file_label="phase19_card.csv", subscription_category_id=subs)
    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
    preview = preview_batch_confirm_candidates(conn, candidate_ids=[cid], account_id=account)
    assert preview["count"] == 1
    assert preview["requires_explicit_confirm"] is True
    assert list_budget_transactions(conn) == []
    result = batch_mark_candidates(conn, candidate_ids=[cid], action="confirm", account_id=account, preview_id=preview["preview_id"])
    assert result["confirmed_count"] == 1
    assert list_budget_transactions(conn, status="confirmed")
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action IN ('batch_confirm_candidates_preview','batch_confirm_candidates')").fetchone()[0] == 2

def test_phase19_split_sum_blocks_and_confirm_creates_linked_transactions() -> None:
    conn = db(); account, food, subs, _health = setup_base(conn)
    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-02-02", "Beschreibung": "Galaxus Zürich", "Betrag": "20.00"}], source_file_label="phase19_card.csv", subscription_category_id=subs)
    cid = list_transaction_candidates(conn, tab="galaxus")[0]["transaction_candidate_id"]
    with pytest.raises(HTTPException):
        confirm_candidate_split(conn, cid, {"account_id": account, "splits": [{"category_id": food, "amount_original": "9.00"}]})
    result = confirm_candidate_split(conn, cid, {"account_id": account, "splits": [
        {"category_id": food, "amount_original": "9.00", "note": "Teil A", "tag": "Split"},
        {"category_id": subs, "amount_original": "11.00", "note": "Teil B"},
    ]})
    assert result["created_transactions"] == 2
    assert len(list_budget_transactions(conn, status="confirmed")) == 2
    stored = conn.execute("SELECT status, confirmed_transaction_id FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
    assert stored["status"] == "confirmed"
    assert stored["confirmed_transaction_id"] == result["group_id"]

def test_phase19_category_from_review_and_rule_mvp_apply_only_suggestions() -> None:
    conn = db(); _account, _food, _subs, health = setup_base(conn)
    seed_transaction_candidates_from_rows(conn, [{"Datum": "2026-02-04", "Beschreibung": "Apotheke Test", "Betrag": "12.00"}], source_file_label="phase19.csv")
    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
    created = create_review_category_for_candidate(conn, cid, {"name": "Review Neue Kategorie", "category_type": "expense"})
    row = conn.execute("SELECT proposed_category_id FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
    assert row["proposed_category_id"] == created["category_id"]
    rule = create_budget_rule(conn, {"merchant_contains": "Apotheke", "source_type": "csv_seed", "category_id": health, "target_status": "review"})
    assert list_budget_rules(conn)[0]["is_active"] is True
    tested = test_budget_rule(conn, rule["rule_id"])
    assert tested["match_count"] >= 1
    applied = apply_budget_rules_to_open_candidates(conn, rule["rule_id"])
    assert applied["updated_count"] >= 1
    assert list_budget_transactions(conn) == []

def test_phase19_budgetstatus_row_click_backing_after_recategorise() -> None:
    conn = db(); account, food, subs, _health = setup_base(conn)
    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-02-01", "Beschreibung": "NETFLIX", "Betrag": "10.00"}], source_file_label="phase19_card.csv", subscription_category_id=subs)
    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
    preview = preview_batch_confirm_candidates(conn, candidate_ids=[cid], account_id=account)
    batch_mark_candidates(conn, candidate_ids=[cid], action="confirm", account_id=account, preview_id=preview["preview_id"])
    tx = list_budget_transactions(conn, status="confirmed")[0]
    from jarvis_finance.services.budget_transactions import update_budget_transaction
    update_budget_transaction(conn, tx["budget_transaction_id"], {"category_id": food, "change_note": "phase19"})
    rows = get_budget_status_by_category(conn, year="2026")
    assert next(r for r in rows if r["category_id"] == food)["actual_year_to_date"] != "0.00"


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase19_review_productivity.py">
ERROR [9:5] "apply_budget_rules_to_open_candidates" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [10:5] "batch_mark_candidates" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [11:5] "confirm_candidate_split" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [12:5] "create_budget_rule" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [13:5] "create_review_category_for_candidate" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [14:5] "list_budget_rules" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [16:5] "preview_batch_confirm_candidates" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [17:5] "review_candidate_summary" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [20:5] "test_budget_rule" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [55:46] No parameter named "source_type" [reportCallIssue] (Pyright)
ERROR [55:77] No parameter named "merchant" [reportCallIssue] (Pyright)
ERROR [55:93] No parameter named "sort_by" [reportCallIssue] (Pyright)
ERROR [55:113] No parameter named "sort_dir" [reportCallIssue] (Pyright)
</diagnostics>


unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase19_review_productivity.py -q


Output:
==================================== ERRORS ====================================
____ ERROR collecting tests/unit/test_budget_phase19_review_productivity.py ____
ImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase19_review_productivity.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_phase19_review_productivity.py:8: in <module>
    from jarvis_finance.services.budget_imports import (
E   ImportError: cannot import name 'apply_budget_rules_to_open_candidates' from 'jarvis_finance.services.budget_imports' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py)
=========================== short test summary info ============================
ERROR tests/unit/test_budget_phase19_review_productivity.py
!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!
1 error in 0.35s


RED ist bestätigt: Phase-1.9-Funktionen fehlen erwartungsgemäß. Ich implementiere jetzt die minimalen Backend-Bausteine, dann UI.

Explanation:
**Implementing patch migrations**

I need to implement patch migrations, possibly version 24. It looks like I’m going to need a table for this process. I think it would be best to keep the SQL simpler and avoid using foreign keys to make things easier. Keeping it straightforward should help streamline the process and reduce complexity. Let’s see how I can set this up efficiently!

patch

MIGRATION_VERSION = 23
MIGRATION_NAME = "023_budget_phase18_core_confirm_flow"

MIGRATION_VERSION = 24
MIGRATION_NAME = "024_budget_phase19_review_productivity"


--- 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 = 23
-MIGRATION_NAME = "023_budget_phase18_core_confirm_flow"
+MIGRATION_VERSION = 24
+MIGRATION_NAME = "024_budget_phase19_review_productivity"

 INSTRUMENT_OPTIONAL_COLUMNS = {
     "position_category": "TEXT",

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py was modified by sibling subagent '20260517_145701_6108f4' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.


def _create_budget_phase19_tables(conn: Connection) -> None:
    _add_missing_columns(conn, "budget_candidate_splits", {
        "tag_name": "TEXT",
        "confirmed_transaction_id": "TEXT",
    })
    conn.executescript(
        """
        CREATE TABLE IF NOT EXISTS budget_review_rules (
            rule_id TEXT PRIMARY KEY,
            merchant_contains TEXT NOT NULL,
            source_type TEXT,
            category_id TEXT,
            target_status TEXT NOT NULL DEFAULT 'review' CHECK(target_status IN ('auto','review')),
            is_active INTEGER NOT NULL DEFAULT 1,
            created_at TEXT NOT NULL,
            updated_at TEXT
        );
        CREATE INDEX IF NOT EXISTS idx_budget_review_rules_active ON budget_review_rules(is_active, source_type);
        """
    )

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
@@ -1045,6 +1045,29 @@

+def _create_budget_phase19_tables(conn: Connection) -> None:
+    _add_missing_columns(conn, "budget_candidate_splits", {
+        "tag_name": "TEXT",
+        "confirmed_transaction_id": "TEXT",
+    })
+    conn.executescript(
+        """
+        CREATE TABLE IF NOT EXISTS budget_review_rules (
+            rule_id TEXT PRIMARY KEY,
+            merchant_contains TEXT NOT NULL,
+            source_type TEXT,
+            category_id TEXT,
+            target_status TEXT NOT NULL DEFAULT 'review' CHECK(target_status IN ('auto','review')),
+            is_active INTEGER NOT NULL DEFAULT 1,
+            created_at TEXT NOT NULL,
+            updated_at TEXT
+        );
+        CREATE INDEX IF NOT EXISTS idx_budget_review_rules_active ON budget_review_rules(is_active, source_type);
+        """
+    )
+
+
+
 def _apply_compat_migrations(conn: Connection) -> None:
     _add_missing_instrument_columns(conn)
     for table, text_columns in TEXT_AFFINITY_COLUMNS.items():


    _create_budget_phase18_tables(conn)
    _create_budget_phase19_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
@@ -1083,6 +1083,7 @@
     _create_budget_phase14_tables(conn)
     _create_budget_phase15_tables(conn)
     _create_budget_phase18_tables(conn)
+    _create_budget_phase19_tables(conn)

 def apply_migrations(conn: Connection) -> None:


Explanation:
**Planning patch service modifications**

I need to set up a patch service and use the append function. It looks like I’ll also have to modify the list signature and might need to import confirm_create_category—though I wonder if avoiding that import could work? I should use SQL and audit as needed. I need to confirm that I require Decimal for exact sums. For tests, 9 + 11 should equal 20. I'll also need to create tags in confirm_budget_transaction. It's important I handle the filtering parameters correctly for the patch function.

def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = "created_at", sort_dir: str = "desc") -> list[dict[str, Any]]:
    clauses=[]; params=[]
    if status:
        clauses.append("status=?"); params.append(status)
    elif not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','superseded')")
    if tab:
        mapping = {
            "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",
            "review": "requires_review=1 AND status IN ('needs_review','pending','transfer_candidate','duplicate','duplicate_candidate')",
            "subscriptions": "classification='subscription_auto'",
            "galaxus": "classification='galaxus_review'",
            "migros_over_50": "classification='migros_review_over_threshold'",
            "health": "classification='health_medical'",
            "auto_transport": "classification='auto_transport'",
            "shopping": "classification IN ('shopping','galaxus_review')",
            "pets": "classification='pets'",
            "unclear": "classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')",
            "covered_by_migros": "status='covered_by_migros'",
            "duplicates": "status IN ('duplicate','duplicate_candidate')",
            "transfers": "classification='transfer_candidate' OR status='transfer_candidate'",
            "bank": "source_type='bank_csv'",
            "income": "classification='income_candidate'",
            "ignored": "status IN ('ignored','covered_by_migros','superseded')",
        }
        if tab in mapping:
            clauses.append(mapping[tab])
    if source_type:
        clauses.append("source_type=?"); params.append(source_type)
    if category_id:
        clauses.append("proposed_category_id=?"); params.append(category_id)
    if merchant:
        clauses.append("lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?"); params.append(f"%{merchant.lower()}%")
    if rule:
        clauses.append("lower(COALESCE(rule_id,'') || ' ' || COALESCE(rule_name,'') || ' ' || COALESCE(review_reason,'')) LIKE ?"); params.append(f"%{rule.lower()}%")
    if min_confidence:
        clauses.append("CAST(COALESCE(confidence,'0') AS REAL) >= CAST(? AS REAL)"); params.append(min_confidence)
    if date_from:
        clauses.append("transaction_date>=?"); params.append(date_from)
    if date_to:
        clauses.append("transaction_date<=?"); params.append(date_to)
    if amount_min:
        clauses.append("CAST(COALESCE(amount_original,'0') AS REAL) >= CAST(? AS REAL)"); params.append(amount_min)
    if amount_max:
        clauses.append("CAST(COALESCE(amount_original,'0') AS REAL) <= CAST(? AS REAL)"); params.append(amount_max)
    where = "WHERE " + " AND ".join(clauses) if clauses else ""
    sort_map = {"date": "transaction_date", "merchant": "lower(COALESCE(merchant, description))", "category": "proposed_category_name", "confidence": "CAST(COALESCE(confidence,'0') AS REAL)", "source": "source_type", "status": "status", "created_at": "created_at"}
    order_col = sort_map.get(sort_by, "created_at")
    direction = "ASC" if sort_dir.lower() == "asc" else "DESC"
    rows = conn.execute(f"SELECT * FROM budget_transaction_candidates {where} ORDER BY {order_col} {direction}, created_at DESC LIMIT 500", params).fetchall()
    return [row_to_dict(r) | {"requires_review": bool(r["requires_review"])} for r in rows]

def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None) -> list[dict[str, Any]]:
    clauses=[]; params=[]
    if status:
        clauses.append("status=?"); params.append(status)
    elif not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','superseded')")
    if tab:
        mapping = {
            "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",
            "review": "requires_review=1 AND status IN ('needs_review','pending','transfer_candidate','duplicate','duplicate_candidate')",
            "subscriptions": "classification='subscription_auto'",
            "galaxus": "classification='galaxus_review'",
            "migros_over_50": "classification='migros_review_over_threshold'",
            "health": "classification='health_medical'",
            "auto_transport": "classification='auto_transport'",
            "shopping": "classification IN ('shopping','galaxus_review')",
            "pets": "classification='pets'",
            "unclear": "classification IN ('admin_other','unclear')",
            "covered_by_migros": "status='covered_by_migros'",
            "duplicates": "status IN ('duplicate','duplicate_candidate')",
            "transfers": "classification='transfer_candidate' OR status='transfer_candidate'",
            "bank": "source_type='bank_csv'",
            "income": "classification='income_candidate'",
            "ignored": "status IN ('ignored','covered_by_migros','superseded')",
        }
        if tab in mapping:
            clauses.append(mapping[tab])
    where = "WHERE " + " AND ".join(clauses) if clauses else ""
    rows = conn.execute(f"SELECT * FROM budget_transaction_candidates {where} ORDER BY created_at DESC LIMIT 500", params).fetchall()
    return [row_to_dict(r) | {"requires_review": bool(r["requires_review"])} for r in rows]


--- 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
@@ -553,7 +553,7 @@
     return {"candidate_count": created, "income_candidate_count": income, "transfer_candidate_count": transfer, "review_required_count": review, "possible_duplicate_count": dup_count}

-def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None) -> list[dict[str, Any]]:
+def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = "created_at", sort_dir: str = "desc") -> list[dict[str, Any]]:
     clauses=[]; params=[]
     if status:
         clauses.append("status=?"); params.append(status)
@@ -570,7 +570,7 @@
             "auto_transport": "classification='auto_transport'",
             "shopping": "classification IN ('shopping','galaxus_review')",
             "pets": "classification='pets'",
-            "unclear": "classification IN ('admin_other','unclear')",
+            "unclear": "classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')",
             "covered_by_migros": "status='covered_by_migros'",
             "duplicates": "status IN ('duplicate','duplicate_candidate')",
             "transfers": "classification='transfer_candidate' OR status='transfer_candidate'",
@@ -580,8 +580,29 @@
         }
         if tab in mapping:
             clauses.append(mapping[tab])
+    if source_type:
+        clauses.append("source_type=?"); params.append(source_type)
+    if category_id:
+        clauses.append("proposed_category_id=?"); params.append(category_id)
+    if merchant:
+        clauses.append("lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?"); params.append(f"%{merchant.lower()}%")
+    if rule:
+        clauses.append("lower(COALESCE(rule_id,'') || ' ' || COALESCE(rule_name,'') || ' ' || COALESCE(review_reason,'')) LIKE ?"); params.append(f"%{rule.lower()}%")
+    if min_confidence:
+        clauses.append("CAST(COALESCE(confidence,'0') AS REAL) >= CAST(? AS REAL)"); params.append(min_confidence)
+    if date_from:
+        clauses.append("transaction_date>=?"); params.append(date_from)
+    if date_to:
+        clauses.append("transaction_date<=?"); params.append(date_to)
+    if amount_min:
+        clauses.append("CAST(COALESCE(amount_original,'0') AS REAL) >= CAST(? AS REAL)"); params.append(amount_min)
+    if amount_max:
+        clauses.append("CAST(COALESCE(amount_original,'0') AS REAL) <= CAST(? AS REAL)"); params.append(amount_max)
     where = "WHERE " + " AND ".join(clauses) if clauses else ""
-    rows = conn.execute(f"SELECT * FROM budget_transaction_candidates {where} ORDER BY created_at DESC LIMIT 500", params).fetchall()
+    sort_map = {"date": "transaction_date", "merchant": "lower(COALESCE(merchant, description))", "category": "proposed_category_name", "confidence": "CAST(COALESCE(confidence,'0') AS REAL)", "source": "source_type", "status": "status", "created_at": "created_at"}
+    order_col = sort_map.get(sort_by, "created_at")
+    direction = "ASC" if sort_dir.lower() == "asc" else "DESC"
+    rows = conn.execute(f"SELECT * FROM budget_transaction_candidates {where} ORDER BY {order_col} {direction}, created_at DESC LIMIT 500", params).fetchall()
     return [row_to_dict(r) | {"requires_review": bool(r["requires_review"])} for r in rows]

/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.


def review_candidate_summary(conn: Connection) -> dict[str, int]:
    rows = conn.execute("SELECT status, classification, requires_review, duplicate_of_transaction_id FROM budget_transaction_candidates WHERE status NOT IN ('confirmed','ignored','superseded')").fetchall()
    def count(pred):
        return sum(1 for r in rows if pred(r))
    return {
        "open_total": count(lambda r: r["status"] != "covered_by_migros"),
        "auto_categorized": count(lambda r: r["status"] in {"pending", "auto_categorized"} and not bool(r["requires_review"])),
        "review_needed": count(lambda r: bool(r["requires_review"])),
        "galaxus_digitec": count(lambda r: r["classification"] == "galaxus_review"),
        "migros_over_50": count(lambda r: r["classification"] == "migros_review_over_threshold"),
        "covered_by_migros": count(lambda r: r["status"] == "covered_by_migros"),
        "unclear": count(lambda r: r["classification"] in {"admin_other", "unclear", "legacy_csv_seed", "card_uncategorized"}),
        "possible_duplicates": count(lambda r: r["status"] in {"duplicate", "duplicate_candidate"} or bool(r["duplicate_of_transaction_id"])),
    }

def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str) -> dict[str, Any]:
    rows = []
    conflicts = []
    categories: dict[str, int] = {}
    for cid in candidate_ids:
        row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
        if not row:
            conflicts.append({"candidate_id": cid, "reason": "missing"}); continue
        if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"}:
            conflicts.append({"candidate_id": cid, "reason": f"not_confirmable:{row['status']}"}); continue
        try:
            preview_transaction_candidate(conn, cid, {"account_id": account_id, "category_id": row["proposed_category_id"]})
        except Exception as exc:
            conflicts.append({"candidate_id": cid, "reason": str(exc)}); continue
        rows.append(row)
        categories[str(row["proposed_category_name"] or "Review nötig")] = categories.get(str(row["proposed_category_name"] or "Review nötig"), 0) + 1
    preview_id = new_id("batchprev")
    record_audit_event(conn, source="vue_dashboard", action="batch_confirm_candidates_preview", entity_type="budget_transaction_candidate", entity_id=preview_id, new_values={"count": len(rows), "conflicts": len(conflicts), "categories": categories}, created_by="user")
    conn.commit()
    return {"preview_id": preview_id, "count": len(rows), "categories": categories, "conflicts": conflicts, "requires_explicit_confirm": True}

def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None) -> dict[str, int | str]:
    counts = {"updated_count": 0, "confirmed_count": 0, "ignored_count": 0, "reopened_count": 0, "transfer_count": 0, "covered_by_migros_count": 0, "skipped_count": 0}
    if action == "confirm" and not preview_id:
        raise HTTPException(status_code=422, detail="batch confirm requires preview_id")
    for cid in candidate_ids:
        try:
            if action == "category":
                if not category_id: raise HTTPException(status_code=422, detail="category_id required")
                update_transaction_candidate_category(conn, cid, category_id, note or "Batch category assignment"); counts["updated_count"] += 1
            elif action == "confirm":
                confirm_transaction_candidate(conn, cid, {"account_id": account_id}); counts["confirmed_count"] += 1
            elif action == "ignore":
                ignore_transaction_candidate(conn, cid, note or "Batch ignore"); counts["ignored_count"] += 1
            elif action == "reopen":
                reopen_transaction_candidate(conn, cid, note or "Batch reopen"); counts["reopened_count"] += 1
            elif action == "transfer":
                mark_candidate_transfer(conn, cid, note or "Batch transfer"); counts["transfer_count"] += 1
            elif action == "covered_by_migros":
                ts = now(); row = conn.execute("SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
                if not row: raise HTTPException(status_code=404, detail="candidate not found")
                conn.execute("UPDATE budget_transaction_candidates SET status='covered_by_migros', classification='covered_by_migros', covered_by_source='migros_csv', requires_review=0, review_reason='user_batch_marked_covered_by_migros', updated_at=? WHERE transaction_candidate_id=?", (ts, cid))
                record_audit_event(conn, source="vue_dashboard", action="mark_covered_by_migros", entity_type="budget_transaction_candidate", entity_id=cid, old_values={"status": row["status"]}, new_values={"status": "covered_by_migros"}, created_by="user")
                counts["covered_by_migros_count"] += 1
            else:
                raise HTTPException(status_code=422, detail="invalid batch action")
        except Exception:
            counts["skipped_count"] += 1
    audit_id = record_audit_event(conn, source="vue_dashboard", action="batch_confirm_candidates" if action == "confirm" else f"batch_{action}_candidates", entity_type="budget_transaction_candidate", entity_id=preview_id or "batch", new_values=counts | {"candidate_count": len(candidate_ids)}, created_by="user")
    conn.commit()
    return counts | {"audit_id": audit_id}

def confirm_candidate_split(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:
    row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"}:
        raise HTTPException(status_code=409, detail="candidate is not splittable")
    splits = payload.get("splits") or []
    if not payload.get("account_id"):
        raise HTTPException(status_code=422, detail="account_id required")
    if not splits:
        raise HTTPException(status_code=422, detail="splits required")
    total = sum(Decimal(_decimal_text(s.get("amount_original")) or "0") for s in splits)
    candidate_amount = Decimal(str(row["amount_original"] or "0"))
    if total != candidate_amount:
        raise HTTPException(status_code=422, detail="split sum must match candidate amount")
    group_id = new_id("splitgrp")
    ts = now()
    created_ids = []
    conn.execute("DELETE FROM budget_candidate_splits WHERE transaction_candidate_id=?", (candidate_id,))
    for idx, split in enumerate(splits, start=1):
        amount = _decimal_text(split.get("amount_original"))
        cat = split.get("category_id")
        if not cat or not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (cat,)).fetchone():
            raise HTTPException(status_code=422, detail="active split category required")
        result = confirm_budget_transaction(conn, {
            "account_id": payload["account_id"], "transaction_type": payload.get("transaction_type") or "expense", "transaction_date": row["transaction_date"],
            "description": f"{row['description']} · Split {idx}", "amount_original": amount, "currency_original": row["currency_original"],
            "category_id": cat, "source_type": "import_candidate", "source_candidate_id": candidate_id,
            "notes": f"Split group {group_id}: {split.get('note') or ''}", "tag_names": [split.get("tag")] if split.get("tag") else [],
        })
        created_ids.append(result["entity_id"])
        conn.execute("INSERT INTO budget_candidate_splits(split_id, transaction_candidate_id, category_id, amount_original, notes, tag_name, confirmed_transaction_id, created_at, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)", (new_id("bcsplit"), candidate_id, cat, amount, split.get("note"), split.get("tag"), result["entity_id"], ts, ts))
    conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (group_id, ts, ts, candidate_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="candidate_split_confirmed", entity_type="budget_transaction_candidate", entity_id=candidate_id, new_values={"group_id": group_id, "transaction_ids": created_ids, "split_count": len(created_ids)}, created_by="user")
    conn.commit()
    return {"status": "confirmed", "group_id": group_id, "created_transactions": len(created_ids), "transaction_ids": created_ids, "audit_id": audit_id}

def create_review_category_for_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:
    if not conn.execute("SELECT 1 FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone():
        raise HTTPException(status_code=404, detail="transaction candidate not found")
    name = str(payload.get("name") or "").strip()
    if not name:
        raise HTTPException(status_code=422, detail="category name required")
    ts = now(); category_id = new_id("bcat")
    conn.execute("INSERT INTO budget_categories(category_id, parent_category_id, name, category_type, color, icon, is_active, sort_order, created_at, updated_at) VALUES (?, ?, ?, ?, NULL, NULL, 1, 999, ?, ?)", (category_id, payload.get("parent_category_id") or None, name, payload.get("category_type") or "expense", ts, ts))
    update_transaction_candidate_category(conn, candidate_id, category_id, "Created from review")
    audit_id = record_audit_event(conn, source="vue_dashboard", action="review_category_created", entity_type="budget_category", entity_id=category_id, new_values={"name": name, "candidate_id": candidate_id}, created_by="user")
    conn.commit()
    return {"status": "created", "category_id": category_id, "audit_id": audit_id}

def create_budget_rule(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:
    text = str(payload.get("merchant_contains") or "").strip()
    if not text:
        raise HTTPException(status_code=422, detail="merchant_contains required")
    target_status = payload.get("target_status") or "review"
    if target_status not in {"auto", "review"}:
        raise HTTPException(status_code=422, detail="invalid target_status")
    rule_id = new_id("brule"); ts = now()
    conn.execute("INSERT INTO budget_review_rules(rule_id, merchant_contains, source_type, category_id, target_status, is_active, created_at, updated_at) VALUES (?, ?, ?, ?, ?, 1, ?, ?)", (rule_id, text, payload.get("source_type") or None, payload.get("category_id") or None, target_status, ts, ts))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="budget_rule_created", entity_type="budget_review_rule", entity_id=rule_id, new_values={"merchant_contains": text, "target_status": target_status}, created_by="user")
    conn.commit()
    return {"status": "created", "rule_id": rule_id, "audit_id": audit_id}

def list_budget_rules(conn: Connection, *, include_inactive: bool = False) -> list[dict[str, Any]]:
    where = "" if include_inactive else "WHERE r.is_active=1"
    rows = conn.execute(f"SELECT r.*, c.name AS category_name FROM budget_review_rules r LEFT JOIN budget_categories c ON c.category_id=r.category_id {where} ORDER BY r.created_at DESC").fetchall()
    return [row_to_dict(r) | {"is_active": bool(r["is_active"])} for r in rows]

def _rule_match_rows(conn: Connection, rule_id: str):
    rule = conn.execute("SELECT * FROM budget_review_rules WHERE rule_id=?", (rule_id,)).fetchone()
    if not rule:
        raise HTTPException(status_code=404, detail="rule not found")
    clauses = ["status NOT IN ('confirmed','ignored','covered_by_migros','superseded')", "lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?"]
    params: list[Any] = [f"%{str(rule['merchant_contains']).lower()}%"]
    if rule["source_type"]:
        clauses.append("source_type=?"); params.append(rule["source_type"])
    return rule, conn.execute("SELECT * FROM budget_transaction_candidates WHERE " + " AND ".join(clauses), params).fetchall()

def test_budget_rule(conn: Connection, rule_id: str) -> dict[str, Any]:
    rule, rows = _rule_match_rows(conn, rule_id)
    return {"rule_id": rule_id, "match_count": len(rows), "would_set_category": rule["category_id"], "would_set_status": rule["target_status"]}

def apply_budget_rules_to_open_candidates(conn: Connection, rule_id: str) -> dict[str, Any]:
    rule, rows = _rule_match_rows(conn, rule_id)
    if not rule["is_active"]:
        raise HTTPException(status_code=409, detail="rule inactive")
    status = "auto_categorized" if rule["target_status"] == "auto" else "needs_review"
    requires_review = 0 if rule["target_status"] == "auto" else 1
    cname = _category_name(conn, rule["category_id"])
    ts = now(); updated = 0
    for row in rows:
        conn.execute("UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, status=?, requires_review=?, rule_id=?, rule_name=?, review_reason='rule_mvp_suggestion_only', confidence='0.82', updated_at=? WHERE transaction_candidate_id=?", (rule["category_id"], cname, status, requires_review, rule_id, f"Regel: enthält {rule['merchant_contains']}", ts, row["transaction_candidate_id"]))
        updated += 1
    audit_id = record_audit_event(conn, source="vue_dashboard", action="budget_rule_applied_to_candidates", entity_type="budget_review_rule", entity_id=rule_id, new_values={"updated_count": updated, "productive_transaction_count": 0}, created_by="user")
    conn.commit()
    return {"updated_count": updated, "audit_id": audit_id, "productive_transaction_count": 0}

def deactivate_budget_rule(conn: Connection, rule_id: str) -> dict[str, Any]:
    row = conn.execute("SELECT is_active FROM budget_review_rules WHERE rule_id=?", (rule_id,)).fetchone()
    if not row:
        raise HTTPException(status_code=404, detail="rule not found")
    ts = now(); conn.execute("UPDATE budget_review_rules SET is_active=0, updated_at=? WHERE rule_id=?", (ts, rule_id))
    audit_id = record_audit_event(conn, source="vue_dashboard", action="budget_rule_deactivated", entity_type="budget_review_rule", entity_id=rule_id, old_values={"is_active": row["is_active"]}, new_values={"is_active": 0}, created_by="user")
    conn.commit(); return {"status": "deactivated", "rule_id": rule_id, "audit_id": audit_id}

def cleanup_migros_article_candidates(conn: Connection, *, dry_run: bool = True) -> dict[str, int]: