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

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


patch

@router.post("/transaction-candidates/batch-confirm-safe/preview")
def transaction_candidates_batch_confirm_safe_preview(conn: Connection = Depends(get_db)):
    return preview_safe_auto_candidates(co...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py (1,398 chars result)


@router.post("/categories/merge/confirm")
def categories_merge_confirm(payload: dict, conn: Connection = Depends(get_db)):
    return confirm_category_merge(conn, payload)

@router.get("/rules")
def ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py (1,868 chars result)


export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; desc...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts (3,254 chars result)


export const getBudgetTransactionCandidates = (status = '', tab = '', filters: Record<string, string> = {}) => {
  const params = new URLSearchParams()
  if (status) params.set('status', status)
  if ...[truncated]

export const getBudgetTransactionCandidates = (status = '', tab = '') => {
  const params = new URLSearchParams()
  if (status) params.set('status', status)
  if (tab) params.set('tab', tab)
  const q...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts (2,191 chars result)


No linter for .tmp files


export const confirmBudgetCategoryMerge = (body: unknown) => apiPost<BudgetConfirm & { moved_transactions: number; moved_budget_plans: number; moved_children: number }>('/api/budget/categories/merge/c...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts (2,480 chars result)


<template>

Ausgaben · Buchungen prüfen

      <h1 class="mt-2 text-3xl font-semibold te...[truncated]


[write_file] wrote to /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue (119 lines)


<template>

Budget · Regeln

Rule Manager MVP...[truncated]


No linter for .vue files


[Your active task list was preserved across context compression]
- [>] p19-0. Arbeitsbasis prüfen, sauberen Git-Stand und vorhandene Budget-APIs/UI inventarisieren (in_progress)
- [ ] p19-1. Phase-1.9 Backend-Regressionstests für Summary/Filter/Sort/Batch Preview/Split/Rules/Budgetstatus schreiben und RED prüfen (pending)
- [ ] p19-2. Backend Services/API für Candidate Summary, Filter/Sort, Batch Preview/Actions, Split Confirm, Review-Kategorie, Rule MVP-light ergänzen (pending)
- [ ] p19-3. Frontend Buchungen prüfen: Summary Cards, Filter/Sort, Batch Preview/Confirm, Split Drawer, Kategorie erstellen (pending)
- [ ] p19-4. Rule Manager MVP-light Seite und Route bauen (pending)
- [ ] p19-5. Effektive Ausgaben, Budgetstatus Row Click und Income-Seite verbessern (pending)
- [ ] p19-6. Tests grün machen: pytest, npm test, npm build (pending)
- [ ] p19-7. Safety: keine produktive Massenbestätigung, Runtime nur Backup/keine echten Bulk-Writes, scans, Git-Safety, diff-check (pending)
- [ ] p19-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)


Ich fahre fort, Sir. Nächster Schritt: Rule-Route verdrahten, dann die drei Arbeitsseiten fertigziehen und die Test-/Safety-Gates laufen lassen.

Explanation:
**Continuing the process**

I need to continue from where I left off. Should I load the necessary skills? They've already been loaded, but I want to scan them again to be sure. Are they relevant to the current context? It might be worth considering loading software development skills—what do I need to focus on? I need to keep using the necessary tools and also inspect any relevant files as I move forward.


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts from line 1 (7,915 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue from line 1 (3,142 chars)


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


Explanation:
**Updating router settings**

I realize I need to update the router's import settings. While I'm at it, I think it would be wise to inspect the BudgetOverview and Income as well. I want to ensure they’re functioning smoothly.  It’s probably good to double-check those areas for any issues since managing them carefully is important. I want everything to be lined up correctly. Let's make sure I get that done!


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


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue from line 1 (2,937 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts from line 1 (14,615 chars)


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

Explanation:
**Updating routes and summaries**

I need to modify the router import and adjust the routes. I’m thinking about moving sidebar rules from "Später" to maybe "Setup." It seems effective, but there’s a summary that’s missing, and the audit isn’t reflecting the actual situation. I probably need to make tests less stringent and ensure I build everything correctly. Also, I should update the BudgetTransactions summary and the BudgetIncome message. It feels like there's a lot to tackle!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts (828 chars result)


{ path: '/planning/budget/rules', name: 'budget-rules', component: BudgetRulesPage, meta: { title: 'Regeln' } },

{ path: '/planning/budget/rules', name: 'budget-rules-later', ...later('Regeln, später', 'Keine grosse Rule Engine; nur MVP-light Vorschläge im Import Review.') },


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts (1,711 chars result)


{ title: 'Setup', items: [{ to: '/planning/budget/categories', label: 'Kategorien' }, { to: '/planning/budget/rules', label: 'Regeln' }, { to: '/planning/budget/tags', label: 'Tags' }, { to: '/plann...[truncated]

{ title: 'Setup', items: [{ to: '/planning/budget/categories', label: 'Kategorien' }, { to: '/planning/budget/tags', label: 'Tags' }, { to: '/planning/budget/accounts', label: 'Konten' }, { to: '/pl...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue (2,360 chars result)


Need BudgetTransactions summary.

<div v-for="card in summaryCards" :key="card.label" class="rounded-2xl border border-slate-800 bg-slate-900/70 p-4" data-test="effectiv...[truncated]

<div class="grid gap-3 rounded-2xl border border-slate-800 bg-slate-900/70 p-4 md:grid-cols-4 xl:grid-cols-7">

Need BudgetTransactions summary.


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetTransactionsPage.vue (1,268 chars result)


const flatCategories = computed(() => { const out: BudgetCategory[] = []; const walk = (items: BudgetCategory[]) => items.forEach(i => { out.push(i); walk(i.children || []) }); walk(categories.value);...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetTransactionsPage.vue (2,555 chars result)


Need income improved: labels planned/tats/prognose/abweichung/status and message no income.

Noch keine Einnahmen importiert/erfasst.


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue (1,192 chars result)


  { label: 'Geplante Einnahmen', value: `CHF ${data.value?.planned_income_month || '0'} / Monat` },
  { label: 'Tatsächliche Einnahmen', value: `CHF ${data.value?.actual_income_year_to_date || '0'} YT...[truncated]

  { label: 'Plan Monat', value: `CHF ${data.value?.planned_income_month || '0'}` },
  { label: 'Plan Jahr', value: `CHF ${data.value?.planned_income_year || '0'}` },
  { label: 'Ist Jahr bisher', valu...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue (1,645 chars result)


UI ist jetzt verdrahtet. Ich lasse nun zuerst die neuen Backend-Tests und dann TypeScript/Vitest laufen, um die erwartbaren Compile-Kanten auszuräumen.

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


[todo] updated task list


terminal

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


Output:
.....                                                                    [100%]
5 passed in 0.47s


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


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


Frontend ist grün. Jetzt Full Backend Suite inklusive Compile; danach Runtime nur Migration/Backup, keine Bulk-Confirm-Writes.

unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_compile_phase19.log
pytest -q

Explanation:
**Considering pytest compilation**

I think I need to compile pytest fully, as it’s likely to fail due to the schema version. There’s something about version compatibility that could be affecting its operation. I’ll need to double-check the schema version against what pytest requires. I want to ensure I'm addressing any issues that may arise during the compilation. Let's see if I can find the right version to avoid these problems!


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


Fullsuite zeigt nur erwartete Schema-Version-Assertions von 23 auf 24. Ich aktualisiere die Versionsanker und wiederhole die Suite.

from pathlib import Path
root=Path('/home/agent/.hermes/repos/FinanceManager/tests')
for p in root.rglob('*.py'):
    s=p.read_text()
    ns=s.replace('get_schema_version(conn) == 23','get_schema_version(conn) == 24')
    if ns!=s:
        p.write_text(ns)
        print(p)


[execute_code] `from pathlib import Path root=Path('/home/agent/.hermes/repo...` (1 lines output)


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


Backend ist grün: 386 Tests. Ich mache jetzt die Runtime-Migrationsprüfung mit Backup — keine produktive Massenbestätigung, nur Schema-Upgrade/Verifikation.

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, get_schema_ver...[truncated]

Explanation:
**Considering changes and backups**

I need to make sure I have a runtime backup before applying any changes. I'll focus on applying migrations and conducting safety scans. But wait—maybe I should run npm test or build again, since there haven't been any frontend changes. Alright, that's done. I also need to identify and remove any untracked temporary files that might have been created. Plus, I might want to check the git status to see where everything stands.


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


Runtime-Backup ist erstellt und es gab **0 produktive Bulk-Confirms**. Jetzt Safety-Gates und Git-Schutz.

todo

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

Explanation:
**Evaluating project preparation**

I’m trying to keep track of what I need to do before running the schema. I think I need to apply a safety scan and remove the temporary distribution files. It seems the full npm command already leaves the dist intact. Should I include a build scan before removing anything? I should also check for any changes with `git diff --check`, look for secrets, and do a status check. I'll make sure to use a script for the secret scan too.


terminal

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
rm -f frontend/src/api/budget_phase19.tmp
git diff --check
python - <<'PY'
import re, subprocess
from pathlib import Path
changed=subproce...[truncated]


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


Safety-Gates sind sauber. Ich committe und pushe jetzt, danach verifiziere ich den Remote-Hash.

todo

Commit, Push, Remote-Hash, Abschlussbericht

Explanation:
**Considering code updates**

I’m thinking I might need to run `npm test/build` after adding the summary since we did that before. Actually, the sequence was to read files, patch the router and sidebar, patch the BudgetTransactions summary, and income, and then run `todo` and `npm test/build`. That all seems good. Now, I think I need to commit my changes, but I should probably check the `git diff` summary first.


terminal

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git diff --stat
git add frontend/src/api/budget.ts frontend/src/components/SidebarNav.vue frontend/src/pages/BudgetImportReviewPage.vue fr...[truncated]


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


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]


[terminal] ran `set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
GITHUB_TOKEN=$(...` -> exit 0, 1 lines output


Push ist erfolgt; die erste Hash-Prüfung hat versehentlich `origin HEAD` — also Default Branch — verglichen. Ich prüfe jetzt den tatsächlichen Remote-Branch.

Explanation:
**Checking remote branch hash**

I'm trying to find the remote branch hash for the default branch on the remote repository. It looks like I'll need to use the command `git ls-remote origin refs/heads/feat/budget-phase-1-4` to get that information. This command should help me access the details I need about the specific branch I'm interested in. Let's see what the command returns!


Output:
local=144ae1420c5ad65f2686dc3b36694a7414490b39
remote_branch=144ae1420c5ad65f2686dc3b36694a7414490b39
match=yes


Explanation:
**Finalizing tasks**

I think I need to finish up my to-do list! It might help if I mention the remote HEAD mismatch, but it doesn’t seem to be an issue. I want to make sure everything is in order before I wrap things up. It's important to double-check my tasks and ensure nothing crucial is overlooked. I guess I'm just feeling a bit meticulous about this final step!


[todo] updated task list


Sir, **Budget Phase 1.9 ist umgesetzt, verifiziert, committed und gepusht.**

## Abschlussbericht Phase 1.9

- **Review Dashboard verbessert:** Ja
  Summary Cards, Filter, Sortierung, produktivere Kandidatenliste.

- **Batch Review implementiert:** Ja
  Mehrfachauswahl, Kategorie setzen, ignorieren, wieder öffnen, Transfer, `covered_by_migros`, Batch Confirm mit Pflicht-Preview.

- **Split-UI implementiert:** Ja
  Split Drawer auf Kandidatenebene, Split-Zeilen mit Kategorie/Betrag/Notiz/Tag, Summenprüfung im Backend, Confirm erzeugt verknüpfte bestätigte Budgettransaktionen und Audit.

- **Kategorie aus Review erstellbar:** Ja
  Neue Kategorie direkt aus Kandidatendetail heraus, danach automatische Zuordnung zum Kandidaten, Audit.

- **Rule Manager MVP-light implementiert:** Ja
  Neue Seite „Regeln“, Regel erstellen/deaktivieren/testen/anwenden. Regeln setzen nur Vorschläge auf offene Kandidaten, keine produktive Buchung.

- **Effektive Ausgaben verbessert:** Ja
  Summary oben, bestehende Filter erweitert/weiter nutzbar, Row Click Detail Drawer, Kategorie/Tags ändern, Storno-/Adjustment-Hinweis, Audit über Update-Flow.

- **Budgetstatus Row Click verbessert:** Ja
  Kategorie-Zeile öffnet bestätigte Buchungen dieser Kategorie; einzelne Buchung kann dort umkategorisiert werden; Status wird danach aktualisiert.

- **Einkommen-Seite verbessert:** Ja
  Geplante Einnahmen, tatsächliche Einnahmen, Prognose, Abweichung, Status. Falls keine Einnahmen vorhanden: klare Meldung „Noch keine Einnahmen importiert/erfasst.“

- **Keine produktive Massenbestätigung:** Bestätigt
  Es wurde keine echte Kandidaten-Massenbestätigung ausgeführt. Runtime wurde nur migriert/verifiziert.

## Wichtige Safety-Details

- Keine echten Dateien ins Git.
- Keine Runtime-DB ins Git.
- Keine neuen Importquellen.
- Keine OCR/Kamera/Vision.
- Keine automatische Blindbuchung.
- Batch Confirm erfordert:
  - Preview
  - Anzahl Kandidaten
  - Kategorien
  - Konflikte
  - expliziten Confirm mit `preview_id`

## Runtime

Vor Runtime-Migration wurde Backup erstellt:

`/home/agent/jarvis_runtime/finance-system/backups/finance_phase19_pre_migration_20260517T140947Z.sqlite3`

Runtime-Prüfung:

- Schema vorher: `24`
- Schema nachher: `24`
- produktive Bulk-Confirms durch Phase 1.9 Runtime: `0`

## Tests

Bestanden:

- Python compile: OK
- pytest: `386 passed`
- npm test / Vitest: `24 passed`
- npm run build: OK
- git diff --check: OK
- source secret scan geänderte Dateien: OK
- frontend build secret scan: OK
- Git-Safety: OK

Hinweis: Die bekannten Vue-Router-Testwarnings bleiben nicht-blockierend; Tests sind grün. Sehr höflich von ihnen, nur zu lärmen und nicht zu scheitern.

## Git

- Branch: `feat/budget-phase-1-4`
- Commit: `144ae1420c5ad65f2686dc3b36694a7414490b39`
- Commit Message: `feat: improve budget review productivity`
- Push: erfolgreich
- Remote-Branch-Hash: `144ae1420c5ad65f2686dc3b36694a7414490b39`
- Remote Match: Ja

## Offene Grenzen

- Rule Manager ist bewusst MVP-light: einfache `merchant_contains`/Quelle/Kategorie/Status-Regeln, keine komplexe Prioritäts-/Konfliktengine.
- Split erzeugt mehrere verknüpfte bestätigte Budgettransaktionen; ein dediziertes Parent-Split-Entity als User-Objekt bleibt optional später.
- Storno/Reverse ist auf der Effektive-Ausgaben-Seite als sicherer Workflow-Hinweis vorhanden; kein aggressiver One-Click-Reversal ohne separaten Confirm-Flow.
- Batch Confirm ist gebaut, aber produktive Entscheidung bleibt bei Ihnen. As requested — kein autonomer Buchhaltungs-Amoklauf.


[M G] dashboard restart skript starten


Ich starte das Dashboard-Restart-Skript, Sir. Ich prüfe kurz den vorhandenen Script-Namen und führe ihn dann aus.

Explanation:
**Determining response approach**

I see that I need to respond in German, so I'll have to ensure I use the right tools for that. I should consider if there are any scripts that could assist me here. Also, inspecting relevant files might be necessary. I'm thinking about what skills are helpful—Hermes? Not quite. Maybe the finance system will be relevant to the task. It might involve using the terminal to search for the right information too.


[search_files] files search for '*dashboard*' in /home/agent/.hermes/repos/FinanceManager -> 30 matches


Explanation:
**Looking to restart processes**

I think I need to restart something, but I'm not entirely sure if I should just start or stop it first. It seems like running a stop and then a start might be a good way to go. Maybe I need to find some background information or read the script related to this? I wonder if that might help clarify what I need to do here. Let’s see how to approach it!


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh from line 1 (5,920 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/stop_vue_dashboard.sh from line 1 (1,685 chars)


Need run start --kill-existing maybe. Then verify ports/health. Need maybe use terminal.


Output: Port 8000 is already in use. Stop the existing backend or run with --kill-existing if it was started by this script.


Der Skript-Stop über PID-Dateien reicht nicht, weil Port `8000` noch von einem Prozess belegt ist, der offenbar nicht mehr sauber über die Dashboard-PID-Datei geführt wird. Ich identifiziere und bereinige genau diese Dashboard-Ports, dann starte ich neu.

set -euo pipefail
python - <<'PY'
import socket, subprocess, json
ports=[8000,5173]
for port in ports:
    out=subprocess.run(['bash','-lc',f"ss -ltnp 'sport = :{port}' || true"],capture_output=True,text=True).stdout.strip()
    print(f'--- port {port} ---')
    print(out or 'free')
PY


[terminal] ran `set -euo pipefail
python - <<'PY'
import socket, subprocess, json
ports=[8000...` -> exit 0, 1 lines output


python - <<'PY'
import socket, subprocess
for port in [8000,5173]:
    s=socket.socket(); rc=s.connect_ex(('127.0.0.1',port)); s.close(); print(port, 'connect_ex', rc)
print(subprocess.run(['bash','-lc','ps -eo pid,ppid,cmd | grep -E "uvicorn|vite|npm run dev|node" | grep -v grep || true'],capture_output=True,text=True).stdout)
PY

Explanation:
**Checking connection issues**

I'm noticing that `ss` didn't display 8000, but the port function suggests it's in use, possibly listening to IPv4? That's a bit odd. It makes me think I should check my connections and processes with the `connect` and `ps` commands to get a better sense of what's happening. There's a lot going on here, and I really want to figure it out accurately! Let's see if I can uncover the details.


[terminal] ran `python - <<'PY'
import socket, subprocess
for port in [8000,5173]:
    s=sock...` -> exit 0, 1 lines output


set -euo pipefail
scripts/stop_vue_dashboard.sh || true
python - <<'PY'
import os, signal, subprocess, time
out=subprocess.run(['bash','-lc','ps -eo pid,cmd | grep -E "/home/agent/.hermes/repos/Financ...[truncated]

Explanation:
**Troubleshooting script issues**

It looks like I need to deal with a backend that's not in use, but it seems the script failed in a strange manner — possibly due to a race condition? The frontend is currently running, so I should stop any stale process IDs (PIDs), as the PID file might be incorrect. I'll run the stop script, maybe kill off necessary processes, then focus on terminating only the Vite PIDs for the repository before starting everything again.


[terminal] ran `set -euo pipefail
scripts/stop_vue_dashboard.sh || true
python - <<'PY'
impor...` -> exit 0, 1 lines output


Dashboard-Prozesse laufen wieder. Ich prüfe noch kurz Backend/Frontend-Erreichbarkeit.

set -euo pipefail
python - <<'PY'
import urllib.request
for label, url in [('backend','http://127.0.0.1:8000/api/health'), ('frontend','http://127.0.0.1:5173')]:
    try:
        with urllib.request.urlopen(url, timeout=5) as r:
            print(label, r.status, r.geturl())
    except Exception as e:
        print(label, 'ERROR', e)
PY


Output:
backend 200 http://127.0.0.1:8000/api/health
frontend 200 http://127.0.0.1:5173


Erledigt, Sir.

- Alte/stale Frontend-Prozesse auf Port `5173` bereinigt.
- Dashboard neu gestartet:
  - Backend PID: `494133`
  - Frontend PID: `494142`
- Healthcheck:
  - Backend: `200`
  - Frontend: `200`

URLs:

- Lokal Backend: `http://127.0.0.1:8000`
- Lokal Frontend: `http://127.0.0.1:5173`
- Frontend API/Base laut Script: `http://agent.tailbd371b.ts.net:5173`

Logs:

- Backend: `/home/agent/jarvis_runtime/finance-system/logs/finance_backend.log`
- Frontend: `/home/agent/jarvis_runtime/finance-system/logs/finance_frontend.log`


[M G] [IMPORTANT: Background process proc_024e9bcb525a matched watch pattern "Local:".
Command: npm run dev -- --host 0.0.0.0 --port 5173
Matched output:
  ➜  Local:   http://localhost:5174/]


Ich prüfe das sofort: Vite ist offenbar auf `5174` ausgewichen, was bedeutet, dass `5173` weiterhin belegt war oder der Start doppelt lief. Ich verifiziere Ports, PIDs und korrigiere auf den erwarteten Port.

set -euo pipefail
python - <<'PY'
import socket, subprocess
for port in [5173,5174,8000]:
    s=socket.socket(); rc=s.connect_ex(('127.0.0.1', port)); s.close()
    print(f'port {port}:', 'open' if rc...[truncated]

Explanation:
**Investigating background process issues**

I need to respond to the background process notification since the user has brought up something important. It looks like port 5173 might be occupied, causing Vite to move to port 5174. I should verify the current processes and logs to see what's going on. If there's no skill, maybe I can look into the finance system, which is already loaded. Using tools is essential to check the system state.


[terminal] ran `set -euo pipefail
python - <<'PY'
import socket, subprocess
for port in [5173...` -> exit 0, 1 lines output


Die Meldung war offenbar von einem **alten/background Vite-Prozess** oder einem transienten Startversuch. Der aktuelle Dashboard-Stand ist sauber auf den erwarteten Ports.

tail -n 30 /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.log && printf '\n--- backend health ---\n' && python - <<'PY'
import urllib.request
for url in ['http://127.0.0.1:8000/api/health','http://127.0.0.1:5173']:
    with urllib.request.urlopen(url, timeout=5) as r:
        print(url, r.status)
PY

Explanation:
**Finalizing system check**

I need to get my final concise update. It looks like the notification might be stale from a background process, but current status is 5173, which seems okay. I could consider checking the logs for more details. It might also be helpful if the frontend log indicates "Local 5173" for clarity. I'll make sure to keep everything summarized and organized for quick reference.


[terminal] ran `tail -n 30 /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.lo...` -> exit 0, 1 lines output


Bestätigt, Sir: **aktueller Dashboard-Stand ist korrekt auf Port `5173`**, nicht `5174`.

- Frontend läuft: `http://127.0.0.1:5173`
- Backend läuft: `http://127.0.0.1:8000`
- Healthchecks: beide `200`
- Aktueller Vite-Log zeigt:
  - `Local: http://localhost:5173/`
  - `Network: http://100.85.29.67:5173/`

Die `5174`-Meldung war sehr wahrscheinlich von einem alten/background Startversuch. Der aktive Prozess ist sauber auf `5173`.


[M G] Der aktuelle Budget-Stand ist technisch ein Fortschritt, aber im Test sind wichtige fachliche Probleme sichtbar.

Bitte starte jetzt einen gezielten:

# Budget Phase 1.10 – 2026-Only, Category Cleanup, Bulk Assignment & Monthly Budget Status

Ziel:
Das Budgetmodul soll für das laufende Budget 2026 sauber nutzbar werden. Fokus ist nicht auf neue Features, sondern auf korrekte Datenabgrenzung, einfache Kategorien, funktionierende Mehrfachzuweisung und aussagekräftige Budget-Auswertung.

Wichtig:

* Keine neuen Importquellen.
* Keine neuen grossen Features.
* Keine echten Dateien ins Git.
* Keine Runtime-DB ins Git.
* Keine echten Beträge im Chat.
* Vor produktiven Runtime-Änderungen Backup erstellen.
* Keine stillen Mutationen.
* Jede Änderung auditierbar.
* Zieljahr aktuell: 2026.

## 1. Budgetjahr 2026 erzwingen

Aktuell sind im Budget-Review und/oder in Auswertungen weiterhin Buchungen/Kandidaten aus 2025 sichtbar.

Für das aktuelle Budgetmodul gilt ab jetzt:

* Aktives Budgetjahr: 2026
* Effektive Ausgaben: nur 2026
* Effektive Einnahmen: nur 2026
* Import Review Standardfilter: nur 2026
* Budgetstatus: nur 2026
* Monatsbudget/Jahresbudget: 2026

2025 darf nur als historische Referenz für Budgetplanung dienen, aber nicht als effektive Ausgabe/Einnahme im Budgetjahr 2026 erscheinen.

Bitte umsetzen:

### Datenlogik

* Kandidaten mit Buchungsdatum 2025 aus dem aktiven Review 2026 ausblenden.
* Falls sie nur Referenzdaten sind: Status reference_2025 oder archived_reference.
* Falls sie fälschlich als offene 2026-Kandidaten importiert wurden: archivieren/superseded setzen.
* Keine 2025-Kandidaten als 2026-Buchung confirmbar machen.
* Default-Year-Filter überall auf 2026 setzen.
* UI soll Jahr auswählbar machen, aber Default = 2026.

### Akzeptanz

* Import Review zeigt standardmässig keine 2025-Kandidaten.
* Effektive Ausgaben zeigt keine 2025-Buchungen.
* Budgetstatus zeigt nur 2026-Werte.
* 2025 kann optional als Referenzjahr gewählt werden, aber getrennt.

## 2. Kategoriebaum vereinfachen

Der aktuelle Kategoriebaum ist verwirrend. Wir brauchen keine vielen künstlichen Oberkategorien, wenn category_type bereits income/expense unterscheidet.

Bitte Kategorie-Struktur vereinfachen:

### Logisches Modell

Top-Level nur als visuelle Buckets:

* Einnahmen
* Ausgaben

Diese müssen nicht zwingend echte Kategorien sein, sondern können in der UI aus category_type abgeleitet werden.

Darunter:

### Einnahmen

* Lohn Marcel
* Lohn Melanie
* Gratifikation
* Sonstige Einnahmen
* Rückerstattungen

### Ausgaben

* Essen & Haushalt
* Wohnen
* Versicherungen
* Gesundheit / Medizin
* Mobilität / Auto / Transport
* Kinder / Familie
* Freizeit / Abos / Ausflüge
* Hausrat / Möbel & Garten
* Shopping / Kleidung & Elektronik
* Haustiere
* Steuern / Behörden
* Sonstiges / Administration
* Review nötig

Bitte prüfen und bereinigen:

* doppelte Kategorien
* unnötige Oberkategorien
* Leben nur behalten, wenn fachlich sinnvoll; sonst auf Unterkategorien verteilen
* Sonstiges und Sonstiges / Administration konsolidieren
* Versicherungen nicht doppelt
* Kategorien aus Regeln mit bestehenden Kategorien konsolidieren

### Akzeptanz

* Kategoriebaum ist klar zweigeteilt: Einnahmen / Ausgaben.
* Unterkategorien sind logisch darunter.
* Keine doppelten Kategorien.
* Leere Test-/UAT-Kategorien sind entfernt.
* Kategorien bleiben umbenennbar/archivierbar.
* Jede Änderung schreibt Audit.

## 3. Mehrfachauswahl und Bulk-Zuweisung wirklich funktionsfähig machen

Aktuell scheint Mehrfachauswahl/Zuweisung noch nicht wirklich zu funktionieren.

Bitte fixen:

### Import Review / Buchungen prüfen

* Checkbox pro Kandidat
* Select All auf aktueller Filteransicht
* Auswahlzähler
* Bulk-Kategorie-Dropdown
* Button: Auswahl Kategorie zuweisen
* Button: Auswahl bestätigen
* Button: Auswahl ignorieren
* Button: Auswahl wieder öffnen

### Verhalten

Wenn ich mehrere Kandidaten auswähle und eine Kategorie setze:

* alle ausgewählten Kandidaten erhalten proposed_category_id
* Audit-Log je Kandidat oder Batch-Audit mit Details
* UI aktualisiert
t sich sofort
* Kategorie wird sichtbar übernommen

Wenn ich mehrere Kandidaten bestätige:

* für jeden Kandidaten wird echte budget_transaction erzeugt
* Kandidatenstatus wird confirmed
* bestätigte Kandidaten verschwinden aus offener Review
* sie erscheinen unter Effektive Ausgaben oder Effektive Einnahmen

### Akzeptanz

* Mehrfachauswahl funktioniert.
* Bulk-Kategorisierung funktioniert.
* Bulk-Confirm funktioniert.
* Bulk-Ignore funktioniert.
* Keine stillen Fehler.
* Fehler pro Kandidat werden angezeigt.

## 4. Kategorie-Dropdown auf Buchungsebene verbessern

Bei jedem Kandidaten und jeder bestätigten Buchung soll die Kategorie direkt änderbar sein.

Bitte UI:

* Kategorie-Dropdown mit Suchfunktion
* gruppiert nach Einnahmen/Ausgaben
* neue Kategorie erstellen direkt aus Dropdown oder Drawer
* Kategorieänderung speichert erst nach Bestätigung
* Audit-Log

Für bestätigte Buchungen:

* Kategorieänderung aktualisiert Budgetstatus sofort.

## 5. Effektive Ausgaben reparieren

Die Seite Effektive Ausgaben muss echte bestätigte Ausgaben 2026 zeigen.

Bitte prüfen:

* Nur budget_transactions.status=confirmed
* Nur transaction_type=expense
* Nur Jahr 2026
* Keine Kandidaten
* Keine 2025
* Keine UAT/Testdaten
* Keine ignored/superseded/covered_by_migros
* Keine Artikelzeilen als Hauptbuchung

Tabelle:

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

Row Click:

* Detail Drawer
* Kategorie ändern
* Tags ändern
* Storno/Reverse
* Audit/Verlauf

Akzeptanz:

* Wenn ein Kandidat bestätigt wird, erscheint er dort.
* Wenn Kategorie geändert wird, ändert sich die Zuordnung.
* Budgetstatus übernimmt die Änderung.

## 6. Budgetstatus nach Kategorie neu bauen

Die aktuelle Ansicht zeigt die aufgelaufenen Kosten nicht ausreichend.

Bitte Budgetstatus nach Kategorie als echte Budgetkontrolle für 2026 bauen.

### Pro Kategorie eine Zeile

Spalten:

* Kategorie
* Budget Monat
* Budget Jahr
* Ist Jahr bisher
* Ist Januar
* Ist Februar
* Ist März
* ...
* Ist Dezember
* Ist Ø Monat
* Prognose Jahr
* Abweichung Jahr
* Status / Ampel

Falls die Tabelle zu breit wird:

Variante A:

* Haupttabelle mit Jahr/Monat/Prognose
* Monatsdetails im Drawer

Variante B:

* Umschalter:

  * Jahresübersicht
  * Monatsmatrix

### Logik

Für monatliche Budgetpositionen:

* Budget Monat = Planwert
* Budget Jahr = Budget Monat × 12

Für jährliche Budgetpositionen:

* Budget Jahr = Planwert
* Budget Monat = Budget Jahr / 12

Für Ist-Werte:

* Ist Jahr bisher = Summe bestätigter Ausgaben 2026 je Kategorie
* Ist Monat = Summe bestätigter Ausgaben je Monat
* Ist Ø Monat = Ist Jahr bisher / Anzahl betrachteter Monate

Für Prognose:

* Prognose Jahr = Ist Ø Monat × 12
* Abweichung Jahr = Prognose Jahr − Budget Jahr

### Ampel Ausgaben

* Grün: Prognose <= 90 Prozent Budget
* Gelb: 90 bis 100 Prozent
* Rot: >100 Prozent
* Kritisch: >115 Prozent

### Ampel Einnahmen

* Grün: Prognose >= Budget
* Gelb: 90 bis 100 Prozent
* Rot: <90 Prozent

### Akzeptanz

* Plan und Ist sind in gleicher Zeile sichtbar.
* Januar bis Dezember können betrachtet werden.
* Aufgelaufene Kosten sind ersichtlich.
* Prognose ist ersichtlich.
* Ampel ist ersichtlich.
* Keine echten Beträge im Chat.

## 7. Grafiken ergänzen

Bitte Budget-Auswertung um sinnvolle erste Grafiken ergänzen.

Keine überladene Analytics-Seite, nur einfache Charts:

### Einnahmen vs Ausgaben pro Monat

* Balkendiagramm
* Monat auf x-Achse
* Einnahmen, Ausgaben, Netto-Cashflow

### Budget vs Ist pro Kategorie

* horizontales Balkendiagramm
* Budget Jahr vs Ist Jahr bisher oder Prognose Jahr

### Prognose

* Kategorien mit erwarteter Überschreitung
* Ampelfarben

### Akzeptanz

* Charts basieren nur auf bestätigten 2026-Budgettransaktionen.
* Kandidaten werden nicht eingerechnet.
* Wenn keine Ist-Buchungen vorhanden: klare Empty State.

## 8. Row Click auf Budgetstatus

Wenn ich auf eine Kategorie im Budgetstatus klicke:

* Drawer öffnet
* zeigt bestätigte Buchungen dieser Kategorie 2026
* monatliche Verteilung
* Budget Monat/Jahr
* Ist Monat/Jahr
* Pro
gnose
* Abweichung
* Aktionen:

  * einzelne Buchung öffnen
  * Kategorie einer Buchung ändern
  * zur effektiven Ausgaben-Seite springen

### Akzeptanz

* Row Click funktioniert.
* Buchungen sind sichtbar.
* Umkategorisierung wirkt auf Budgetstatus.

## 9. 2025-Referenz nur als Planungshilfe

Falls 2025-Daten weiter benötigt werden:

Bitte getrennt führen:

* Referenzjahr 2025
* Planungsbasis für 2026
* nicht als Ist-Ausgaben 2026
* optional Anzeige:

  * Budget 2026 basiert auf Erfahrungswerten 2025

Aber:

* keine 2025-Buchung in 2026-Ist.

## 10. UAT/Testdaten entfernen

Bitte erneut prüfen und entfernen:

* UAT12-Daten
* Testkonten
* Testkategorien
* Testbuchungen
* Dummy-Budget-Transaktionen
* synthetic/dryrun Einträge in User Views

Akzeptanz:

* keine UAT/Testdaten auf User-Budget-Seiten.

## 11. Tests

Bitte Tests ergänzen für:

### 2026 Filter

* Import Review default zeigt nur 2026
* Effektive Ausgaben zeigt nur 2026
* Budgetstatus zeigt nur 2026
* 2025-Kandidaten werden archiviert/reference und nicht confirmbar

### Kategorien

* Kategoriebaum zeigt Einnahmen/Ausgaben logisch getrennt
* doppelte Kategorien werden erkannt
* Merge/Konsolidierung
* leere Kategorie löschen
* nicht-leere Kategorie archivieren

### Bulk

* Mehrfachauswahl
* Bulk-Kategorie-Zuweisung
* Bulk-Confirm
* Bulk-Ignore
* Fehleranzeige pro Kandidat

### Effektive Ausgaben

* Confirm erzeugt echte Ausgabe
* Ausgabe erscheint unter Effektive Ausgaben
* 2025 nicht sichtbar
* Kategorieänderung aktualisiert Budgetstatus

### Budgetstatus

* Monatsbudget und Jahresbudget korrekt
* Monats-Istwerte korrekt
* Ist Jahr bisher korrekt
* Prognose Jahr korrekt
* Ampel korrekt
* Row Click zeigt Buchungen

### Grafiken

* Einnahmen/Ausgaben pro Monat
* Budget vs Ist
* Empty State

### Safety

* keine CSV/XLS im Git
* keine Runtime-DB im Git
* Git-Safety sauber

## 12. 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

## 13. Abschlussbericht

Bitte berichten:

* 2025-Daten aus aktiver 2026-Ansicht entfernt: ja/nein
* Kategoriebaum vereinfacht: ja/nein
* Einnahmen/Ausgaben-Struktur umgesetzt: ja/nein
* Mehrfachauswahl funktioniert: ja/nein
* Bulk-Kategorie-Zuweisung funktioniert: ja/nein
* Bulk-Confirm funktioniert: ja/nein
* Effektive Ausgaben korrekt: ja/nein
* Budgetstatus Monats/Jahreswerte: ja/nein
* Monatsmatrix umgesetzt: ja/nein
* Aufgelaufene Kosten sichtbar: ja/nein
* Prognose/Ampel umgesetzt: ja/nein
* Row Click Kategorie zeigt Buchungen: ja/nein
* Grafiken umgesetzt: ja/nein
* UAT/Testdaten entfernt: ja/nein
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Bugs

Wichtig:
Bitte keine neuen Importquellen oder Features starten. Zuerst muss die Budget-Kernlogik für 2026 sauber, verständlich und bedienbar sein.


Explanation:
**Evaluating next steps**

I need to act quickly, so I’m wondering if I should load the relevant skills for TDD in the finance GitHub repository. Since this is part of a current code sprint, I might need to create a to-do list. It seems like the issue might be significant, and I have to continue working until it's complete. I also need to inspect the current code and set active year defaults in the services. Testing is necessary too!


[skill_view] name=finance-system-architecture (71,057 chars)


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


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


Verstanden, Sir. Ich starte Phase 1.10 gezielt als Korrektur-/Kernlogik-Sprint: 2026-Default, Kategorievereinfachung, Bulk-Fixes, Budgetstatus-Monatsmatrix und Charts — keine neuen Importquellen, keine echten Bulk-Buchungen. Zuerst TDD/RED und Ist-Zustand.

Explanation:
**Considering implementation steps**

I should think about using TODO to stay organized. It might be a good idea to create a skill reference after that, too. It seems like I need to inspect the relevant files to make sure everything aligns with what I'm planning. I want to ensure I'm thoroughly prepared as I move forward with my implementation. Keeping everything in check and organized will help me avoid any issues down the line.

todo

Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup

RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben

Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs

Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit

Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar

Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only

Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms

Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check

Commit, Push, Remote-Hash, Abschlussbericht


[todo] updated task list


terminal

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


Output:
feat/budget-phase-1-4
144ae14


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py from line 1 (14,920 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 540 (21,103 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py from line 1 (17,058 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py from line 1 (17,715 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py from line 1 (22,485 chars)


Arbeitsbasis ist sauber. Ich schreibe jetzt fokussierte Phase-1.10-Regressions-Tests, die die sichtbaren Fachprobleme direkt abdecken: 2026-default, 2025-Block/Archiv, Bulk-Details, kanonischer Kategoriebaum, Budgetstatus-Monatsmatrix/Charts.

Explanation:
**Implementing tests and checks**

I'm thinking about how to implement tests. They don’t need to be comprehensive, but the user expects something. I can add a test file for this, then move on to implementation. I wonder if I need to consider migration version 25 and maybe add a status check as well? I feel like I should check the current status and see what the schema candidates look like. This could help guide my implementation process!

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.budg...[truncated]


[write_file] wrote to /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py (118 lines)


unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase110_2026_core.py -q


[terminal] ran `unset JARVIS_FINANCE_DB_PATH
pytest tests/unit/test_budget_phase110_2026_core...` -> exit 2, 1 lines output


RED ist bestätigt. Ich implementiere jetzt minimal die fehlenden Produktionspfade: Year-Defaults/Guards, Kategorie-Gruppierung/Cleanup, Monatsmatrix und Chart-DTOs.


CREATE TABLE IF NOT EXISTS budget_transaction_candidates|status TEXT


Explanation:
**Exploring SQL schema**

I'm considering SQL schema as a topic. There's a lot to think about, such as how schemas organize data into tables, relationships, and their structures. I wonder how different database designs can be suited for various applications. I need to clarify if the user is looking for a specific type of schema or if they want a general overview. I'll make sure to provide useful examples and clear explanations based on that!


[search_files] files search for '*schema*' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance -> 3 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py from line 1 (2,781 chars)


python - <<'PY'
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations
conn=connect_memory(); apply_migrations(conn)
print(conn.execute("SELECT sql FROM sqlite_master WHERE name='budget_transaction_candidates'").fetchone()[0])
PY


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


patch

MIGRATION_VERSION = 24
MIGRATION_NAME = "024_budget_phase19_review_productivity"

MIGRATION_VERSION = 25
MIGRATION_NAME = "025_budget_phase110_2026_core_cleanup"


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (923 chars result)


CANONICAL_INCOME_CATEGORIES = [
    "Lohn Marcel",
    "Lohn Melanie",
    "Gratifikation",
    "Sonstige Einnahmen",
    "Rückerstattungen",
]
CANONICAL_EXPENSE_CATEGORIES = [
    "Essen & Haushalt",...[truncated]

def list_categories(conn: Connection, include_archived: bool = False) -> list[dict]:


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py (8,076 chars result)


Explanation:
**Correcting imports and budget checks**

I need to fix the type later, ensuring that the imports are okay. There's something about confirming that the record exists. I’m focusing on the budget imports for the year. It feels like I need to tidy this up and make sure everything aligns properly. Double-checking imports and validating records is essential to avoid future mishaps. Let’s prioritize getting this sorted!

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, rul...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (2,435 chars result)


"ignored": "status IN ('ignored','covered_by_migros','superseded','reference_2025','archived_reference')",

"ignored": "status IN ('ignored','covered_by_migros','superseded')",


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (902 chars result)


    if row["status"] in {"covered_by_migros", "superseded", "ignored", "reference_2025", "archived_reference"}:
        raise HTTPException(status_code=409, detail="candidate is not confirmable")
    ...[truncated]

    if row["status"] in {"covered_by_migros", "superseded", "ignored"}:
        raise HTTPException(status_code=409, detail="candidate is not confirmable")
    preview = preview_transaction_candidate(...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,266 chars result)


def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = "2026") -> dict[str, Any]:

def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str) -> dict[str, Any]:


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (750 chars result)


        if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded", "reference_2025", "archived_reference"}:
            conflicts.append({"candidate_id": cid, "reason": f"not_conf...[truncated]

        if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"}:
            conflicts.append({"candidate_id": cid, "reason": f"not_confirmable:{row['status']}"}); continue
   ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,643 chars result)


Explanation:
**Evaluating function behavior**

I see that the test expects a preview raise only for 2025, but right now it's returning a conflict count of 0 with no raise. It seems I might need to adapt the function to raise if there are no rows and conflicts. But for the UI, it should definitely report conflicts. The test indicates that pytest should raise an error, but the user says it’s not confirmed. It might be better to raise if all conflicts occur.

    if not rows and conflicts:
        raise HTTPException(status_code=409, detail={"message": "no confirmable candidates", "conflicts": conflicts})
    preview_id = new_id("batchprev")


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,169 chars result)


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 = N...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,612 chars result)


        try:
            row_for_year = conn.execute("SELECT transaction_date FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
            if not row_for_year:
...[truncated]

        try:
            if action == "category":


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,303 chars result)


            elif action == "confirm":
                confirm_transaction_candidate(conn, cid, {"account_id": account_id, "budget_year": budget_year}); counts["confirmed_count"] += 1

            elif action == "confirm":
                confirm_transaction_candidate(conn, cid, {"account_id": account_id}); counts["confirmed_count"] += 1


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,163 chars result)


        except Exception as exc:
            counts["skipped_count"] += 1
            detail = getattr(exc, "detail", str(exc))
            counts["errors"].append({"candidate_id": cid, "error": str(detail)})

        except Exception:
            counts["skipped_count"] += 1


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,209 chars result)


def archive_reference_year_candidates(conn: Connection, *, active_year: str = "2026", reference_year: str = "2025") -> dict[str, int | str]:
    ts = now()
    rows = conn.execute("SELECT * FROM budge...[truncated]

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


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,957 chars result)


def list_budget_transactions(conn: Connection, *, month: str | None = None, year: str | None = "2026", account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = Non...[truncated]

def list_budget_transactions(conn: Connection, *, month: str | None = None, account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = None, merchant: str | None = N...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py (1,609 chars result)


Explanation:
**Reviewing budget needs**

I'm checking the budget overview, and it seems I need to include the monthly actuals. The current use of "Real" gives me a value of 50.0, which is okay. I should also add a monthly query in the get_budget_status function. Additionally, I need to incorporate charts for better visualization. Maybe I should set the current month to a default of 2026 for consistency. It feels like there's a lot to keep track of!

    actual_rows = conn.execute(
        """
        SELECT category_id, SUM(CAST(COALESCE(amount_chf, amount_original, '0') AS REAL)) AS amount,
               COUNT(DISTINCT substr(transaction_date,1...[truncated]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
@@ -134,6 +134,21 @@
         """,
         (year,),
     ).fetchall()
+    monthly_rows = conn.execute(
+        """
+        SELECT category_id, substr(transaction_date,6,2) AS month_no,
+               SUM(CAST(COALESCE(amount_chf, amount_original, '0') AS REAL)) AS amount
+        FROM budget_transactions
+        WHERE status='confirmed' AND substr(transaction_date,1,4)=?
+          AND transaction_type IN ('income','refund','expense','fee')
+        GROUP BY category_id, substr(transaction_date,6,2)
+        """,
+        (year,),
+    ).fetchall()
+    monthly_actuals: dict[str, dict[str, Decimal]] = {}
+    for r in monthly_rows:
+        if r["category_id"]:
+            monthly_actuals.setdefault(r["category_id"], {})[str(r["month_no"])] = Decimal(str(r["amount"] or 0))
     actual = {r["category_id"]: (Decimal(str(r["amount"] or 0)), int(r["months"] or 0)) for r in actual_rows}
     grouped: dict[str, dict] = {}
     for actual_row in actual_rows:


        results.append({
            "category_id": category_id,
            "category": item["category"],
            "category_type": item["category_type"],
            "budget_month": _fmt(item["budget_month"]),
            "budget_year": _fmt(item["budget_year"]),
            "actual_year_to_date": _fmt(actual_year),
            "monthly_actuals": {f"{m:02d}": _fmt(monthly_actuals.get(category_id, {}).get(f"{m:02d}", Decimal("0"))) for m in range(1, 13)},


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
@@ -195,6 +195,7 @@
             "budget_month": _fmt(item["budget_month"]),
             "budget_year": _fmt(item["budget_year"]),
             "actual_year_to_date": _fmt(actual_year),
+            "monthly_actuals": {f"{m:02d}": _fmt(monthly_actuals.get(category_id, {}).get(f"{m:02d}", Decimal("0"))) for m in range(1, 13)},
             "actual_avg_month": _fmt(actual_avg),
             "forecast_year": _fmt(forecast_year),
             "forecast_avg_month": _fmt(forecast_month),


def get_budget_charts_2026(conn: Connection, *, year: str = "2026") -> dict:
    cash_rows = conn.execute(
        """
        SELECT substr(transaction_date,1,7) AS month,
               SUM(CASE WHEN transaction_type IN ('income','refund') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS income,
               SUM(CASE WHEN transaction_type IN ('expense','fee') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS expense
        FROM budget_transactions
        WHERE status='confirmed' AND substr(transaction_date,1,4)=?
        GROUP BY substr(transaction_date,1,7)
        ORDER BY month
        """,
        (year,),
    ).fetchall()
    cashflow = []
    for r in cash_rows:
        income = Decimal(str(r["income"] or 0)); expense = Decimal(str(r["expense"] or 0))
        cashflow.append({"year": year, "month": r["month"], "income_chf": _fmt(income), "expense_chf": _fmt(expense), "net_cashflow_chf": _fmt(income - expense)})
    status_rows = get_budget_status_by_category(conn, year=year)
    budget_vs_actual = [
        {"year": year, "category_id": r["category_id"], "category": r["category"], "category_type": r["category_type"], "budget_year": r["budget_year"], "actual_year_to_date": r["actual_year_to_date"], "forecast_year": r["forecast_year"], "status": r["status"]}
        for r in status_rows
    ]
    overruns = [r for r in budget_vs_actual if r["status"] in {"Rot", "Kritisch"}]
    return {
        "year": year,
        "empty_state": not cashflow,
        "cashflow_by_month": cashflow,
        "budget_vs_actual_by_category": budget_vs_actual,
        "forecast_overruns": overruns,
    }

def get_income_status(conn: Connection, *, year: str = "2026") -> dict:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
@@ -208,6 +208,38 @@
     return results

+def get_budget_charts_2026(conn: Connection, *, year: str = "2026") -> dict:
+    cash_rows = conn.execute(
+        """
+        SELECT substr(transaction_date,1,7) AS month,
+               SUM(CASE WHEN transaction_type IN ('income','refund') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS income,
+               SUM(CASE WHEN transaction_type IN ('expense','fee') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS expense
+        FROM budget_transactions
+        WHERE status='confirmed' AND substr(transaction_date,1,4)=?
+        GROUP BY substr(transaction_date,1,7)
+        ORDER BY month
+        """,
+        (year,),
+    ).fetchall()
+    cashflow = []
+    for r in cash_rows:
+        income = Decimal(str(r["income"] or 0)); expense = Decimal(str(r["expense"] or 0))
+        cashflow.append({"year": year, "month": r["month"], "income_chf": _fmt(income), "expense_chf": _fmt(expense), "net_cashflow_chf": _fmt(income - expense)})
+    status_rows = get_budget_status_by_category(conn, year=year)
+    budget_vs_actual = [
+        {"year": year, "category_id": r["category_id"], "category": r["category"], "category_type": r["category_type"], "budget_year": r["budget_year"], "actual_year_to_date": r["actual_year_to_date"], "forecast_year": r["forecast_year"], "status": r["status"]}
+        for r in status_rows
+    ]
+    overruns = [r for r in budget_vs_actual if r["status"] in {"Rot", "Kritisch"}]
+    return {
+        "year": year,
+        "empty_state": not cashflow,
+        "cashflow_by_month": cashflow,
+        "budget_vs_actual_by_category": budget_vs_actual,
+        "forecast_overruns": overruns,
+    }
+
+
 def get_income_status(conn: Connection, *, year: str = "2026") -> dict:
     rows = [r for r in get_budget_status_by_category(conn, year=year) if r["category_type"] == "income"]
     def s(key: str) -> Decimal:


Explanation:
**Updating API endpoints**

I need to look into the API updates, particularly regarding the year and how categories are grouped in the endpoint. There's also this mention of a default _current that might be set for 2026, so that needs consideration later. I should probably run a test to ensure everything is functioning as expected. This way, I can confirm if the changes are applied correctly and see how they interact with what we currently have.


terminal

{"output": "..FF                                                                     [100%]\n=================================== FAILURES ===================================\n_ test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat _\n\n    def test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat() -> None:\n        conn = db(); _account, food, _health, salary = base(conn)\n        duplicate = confirm_create_category(conn, {\"name\": \"Sonstiges\", \"category_type\": \"expense\"})[\"entity_id\"]\n        confirm_create_category(conn, {\"name\": \"Sonstiges / Administration\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"UAT12 Dummy\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"Lohn Melanie\", \"category_type\": \"income\"})\n        result = simplify_budget_categories_2026(conn)\n        assert result[\"ensured_income_count\"] >= 5\n        assert result[\"ensured_expense_count\"] >= 13\n        assert result[\"archived_test_count\"] >= 1\n        tree = list_category_tree_grouped(conn)\n        assert [bucket[\"name\"] for bucket in tree] == [\"Einnahmen\", \"Ausgaben\"]\n        income_names = {c[\"name\"] for c in tree[0][\"children\"]}\n        expense_names = {c[\"name\"] for c in tree[1][\"children\"]}\n        assert {\"Lohn Marcel\", \"Lohn Melanie\", \"Rückerstattungen\"}.issubset(income_names)\n>       assert {\"Essen & Haushalt\", \"Sonstiges / Administration\", \"Review nötig\"}.issubset(expense_names)\nE       AssertionError: assert False\nE        +  where False = <built-in method issubset of set object at 0x791ff51c5460>({'Essen & Haushalt', 'Ferien/Reisen', 'Freizeit / Abos / Ausflüge', 'Freizeit/Abos', 'Gesundheit', 'Gesundheit / Medizin', ...})\nE        +    where <built-in method issubset of set object at 0x791ff51c5460> = {'Essen & Haushalt', 'Review nötig', 'Sonstiges / Administration'}.issubset\n\ntests/unit/test_budget_phase110_2026_core.py:94: AssertionError\n_ test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only _\n\n    def test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only() -> None:\n        conn = db(); account, food, _health, salary = base(conn)\n>       conn.execute(\"INSERT INTO budget_plan_items(plan_item_id, category_id, name, period_type, plan_month, monthly_amount_chf, annual_amount_chf, currency, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', 'monthly', '2026-01', '100.00', NULL, 'CHF', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')\", (food,))\nE       sqlite3.OperationalError: table budget_plan_items has no column named period_type\n\ntests/unit/test_budget_phase110_2026_core.py:100: OperationalError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only\n2 failed, 2 passed in 0.48s", "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.]


Explanation:
**Inspecting test setup**

I need to take a closer look at fixing the test setup plan, especially the columns. It sounds like it’s time to inspect the budget_plan_items schema and figure out what’s not aligning. I’m curious if there’s a specific detail I need to focus on or if it's a broader issue with the entire setup. Let’s see what adjustments are needed to ensure everything works as intended!

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 r in conn.execute('PRAGMA table_info(budget_plan_items)').fetchall(): print(r['name'])
PY


Output:
plan_item_id
plan_month
category_id
name
monthly_amount_chf
annual_amount_chf
cadence
is_fixed_cost
source_type
notes
is_active
created_at
updated_at


patch

    for name in CANONICAL_INCOME_CATEGORIES:
        _ensure_category(conn, name, "income", (CANONICAL_INCOME_CATEGORIES.index(name) + 1) * 10)
    for name in CANONICAL_EXPENSE_CATEGORIES:
        _ensure_category(conn, name, "expense", (CANONICAL_EXPENSE_CATEGORIES.index(name) + 1) * 10)
    conn.commit()
    return {"ensured_income_count": len(income_ids), "ensured_expense_count": len(expense_ids), "archived_test_count": archived_test, "merged_duplicate_count": merged_duplicates, "flattened_count": flattened, "review_category_id": review_id}


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
@@ -241,6 +241,10 @@
             seen[key] = cid
             if row["parent_category_id"]:
                 conn.execute("UPDATE budget_categories SET parent_category_id=NULL, updated_at=? WHERE category_id=?", (ts, cid)); flattened += 1
+    for name in CANONICAL_INCOME_CATEGORIES:
+        _ensure_category(conn, name, "income", (CANONICAL_INCOME_CATEGORIES.index(name) + 1) * 10)
+    for name in CANONICAL_EXPENSE_CATEGORIES:
+        _ensure_category(conn, name, "expense", (CANONICAL_EXPENSE_CATEGORIES.index(name) + 1) * 10)
     conn.commit()
     return {"ensured_income_count": len(income_ids), "ensured_expense_count": len(expense_ids), "archived_test_count": archived_test, "merged_duplicate_count": merged_duplicates, "flattened_count": flattened, "review_category_id": review_id}


    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))

    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, period_type, plan_month, monthly_amount_chf, annual_amount_chf, currency, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', 'monthly', '2026-01', '100.00', NULL, 'CHF', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, period_type, plan_month, monthly_amount_chf, annual_amount_chf, currency, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', 'monthly', '2026-01', '1000.00', NULL, 'CHF', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
@@ -97,8 +97,8 @@

 def test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only() -> None:
     conn = db(); account, food, _health, salary = base(conn)
-    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, period_type, plan_month, monthly_amount_chf, annual_amount_chf, currency, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', 'monthly', '2026-01', '100.00', NULL, 'CHF', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
-    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, period_type, plan_month, monthly_amount_chf, annual_amount_chf, currency, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', 'monthly', '2026-01', '1000.00', NULL, 'CHF', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))
+    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
+    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-01-10", "description": "Food Jan", "amount_original": "50.00", "currency_original": "CHF", "category_id": food})
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-02-10", "description": "Food Feb", "amount_original": "75.00", "currency_original": "CHF", "category_id": food})
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "income", "transaction_date": "2026-01-25", "description": "Salary Jan", "amount_original": "1000.00", "currency_original": "CHF", "category_id": salary})


terminal

{"output": "..FF                                                                     [100%]\n=================================== FAILURES ===================================\n_ test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat _\n\n    def test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat() -> None:\n        conn = db(); _account, food, _health, salary = base(conn)\n        duplicate = confirm_create_category(conn, {\"name\": \"Sonstiges\", \"category_type\": \"expense\"})[\"entity_id\"]\n        confirm_create_category(conn, {\"name\": \"Sonstiges / Administration\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"UAT12 Dummy\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"Lohn Melanie\", \"category_type\": \"income\"})\n>       result = simplify_budget_categories_2026(conn)\n                 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n\ntests/unit/test_budget_phase110_2026_core.py:85: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \nsrc/jarvis_finance/services/budget_categories.py:247: in simplify_budget_categories_2026\n    _ensure_category(conn, name, \"expense\", (CANONICAL_EXPENSE_CATEGORIES.index(name) + 1) * 10)\nsrc/jarvis_finance/services/budget_categories.py:201: in _ensure_category\n    result = confirm_create_category(conn, {\"category_id\": _canonical_id(name, category_type), \"name\": name, \"category_type\": category_type, \"sort_order\": sort_order})\n             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x7a0a95833e20>\npayload = {'category_id': 'bcat_expensekinderfamilie', 'category_type': 'expense', 'name': 'Kinder / Familie', 'sort_order': 60}\n\n    def confirm_create_category(conn: Connection, payload: dict) -> dict:\n        normalised = _normalise_payload(payload)\n        existing = conn.execute(\n            \"\"\"\n            SELECT category_id FROM budget_categories\n            WHERE lower(name)=lower(?) AND COALESCE(parent_category_id, '')=COALESCE(?, '') AND is_active=1\n            ORDER BY sort_order LIMIT 1\n            \"\"\",\n            (normalised[\"name\"], normalised[\"parent_category_id\"]),\n        ).fetchone()\n        if existing:\n            audit_id = record_audit_event(conn, source=\"vue_dashboard\", action=\"idempotent_confirm\", entity_type=\"budget_category\", entity_id=str(existing[\"category_id\"]), new_values={\"deduplicated\": True, \"name\": normalised[\"name\"]}, created_by=\"user\")\n            conn.commit()\n            return {\"status\": \"confirmed\", \"entity_id\": str(existing[\"category_id\"]), \"audit_id\": audit_id, \"message\": \"Kategorie bereits vorhanden\"}\n        ts = now()\n>       conn.execute(\n            \"\"\"\n            INSERT INTO budget_categories(category_id, parent_category_id, name, category_type, color, icon, is_active, sort_order, created_at, updated_at)\n            VALUES (?, ?, ?, ?, ?, ?, 1, ?, ?, ?)\n            \"\"\",\n            (normalised[\"category_id\"], normalised[\"parent_category_id\"], normalised[\"name\"], normalised[\"category_type\"], normalised[\"color\"], normalised[\"icon\"], normalised[\"sort_order\"], ts, ts),\n        )\nE       sqlite3.IntegrityError: UNIQUE constraint failed: budget_categories.category_id\n\nsrc/jarvis_finance/services/budget_categories.py:59: IntegrityError\n_ test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only _\n\n    def test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only() -> None:\n        conn = db(); account, food, _health, salary = base(conn)\n>       conn.execute(\"INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')\", (food,))\nE       sqlite3.IntegrityError: CHECK constraint failed: source_type IN ('manual','excel_seed_dry_run','system')\n\ntests/unit/test_budget_phase110_2026_core.py:100: IntegrityError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only\n2 failed, 2 passed in 0.43s", "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.]


Explanation:
**Fixing ID collisions**

I’m figuring out how to manage the canonical ID collision issue with inactive records. I need to ensure I’m checking the active status by name. There might be an ID that exists but is inactive from the seed. My options are to use a new ID fallback or reactivate the existing one if it's inactive. So, better check if the ID exists, and if it does, look into updating and activating or renaming it.

patch

    canonical_id = _canonical_id(name, category_type)
    existing_id = conn.execute("SELECT category_id FROM budget_categories WHERE category_id=?", (canonical_id,)).fetchone()
    if existing_id:
        conn.execute("UPDATE budget_categories SET name=?, category_type=?, parent_category_id=NULL, is_active=1, sort_order=?, updated_at=? WHERE category_id=?", (name, category_type, sort_order, now(), canonical_id))
        return canonical_id
    result = confirm_create_category(conn, {"category_id": canonical_id, "name": name, "category_type": category_type, "sort_order": sort_order})

result = confirm_create_category(conn, {"category_id": _canonical_id(name, category_type), "name": name, "category_type": category_type, "sort_order": sort_order})


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
@@ -198,7 +198,12 @@
     if row:
         conn.execute("UPDATE budget_categories SET parent_category_id=NULL, sort_order=?, updated_at=? WHERE category_id=?", (sort_order, now(), row["category_id"]))
         return str(row["category_id"])
-    result = confirm_create_category(conn, {"category_id": _canonical_id(name, category_type), "name": name, "category_type": category_type, "sort_order": sort_order})
+    canonical_id = _canonical_id(name, category_type)
+    existing_id = conn.execute("SELECT category_id FROM budget_categories WHERE category_id=?", (canonical_id,)).fetchone()
+    if existing_id:
+        conn.execute("UPDATE budget_categories SET name=?, category_type=?, parent_category_id=NULL, is_active=1, sort_order=?, updated_at=? WHERE category_id=?", (name, category_type, sort_order, now(), canonical_id))
+        return canonical_id
+    result = confirm_create_category(conn, {"category_id": canonical_id, "name": name, "category_type": category_type, "sort_order": sort_order})
     return str(result["entity_id"])


source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'manual', 1

source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'test', 1


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
@@ -97,7 +97,7 @@

 def test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only() -> None:
     conn = db(); account, food, _health, salary = base(conn)
-    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
+    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'manual', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
     conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-01-10", "description": "Food Jan", "amount_original": "50.00", "currency_original": "CHF", "category_id": food})
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-02-10", "description": "Food Feb", "amount_original": "75.00", "currency_original": "CHF", "category_id": food})


source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'manual', 1

source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'test', 1


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase110_2026_core.py
@@ -98,7 +98,7 @@
 def test_phase110_budgetstatus_monthly_matrix_forecast_ampel_and_charts_are_2026_only() -> None:
     conn = db(); account, food, _health, salary = base(conn)
     conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_food', ?, 'Food plan', '2026-01', '100.00', NULL, 'monthly', 0, 'manual', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (food,))
-    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'test', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))
+    conn.execute("INSERT INTO budget_plan_items(plan_item_id, category_id, name, plan_month, monthly_amount_chf, annual_amount_chf, cadence, is_fixed_cost, source_type, is_active, created_at, updated_at) VALUES ('p_salary', ?, 'Salary plan', '2026-01', '1000.00', NULL, 'monthly', 0, 'manual', 1, '2026-01-01T00:00:00', '2026-01-01T00:00:00')", (salary,))
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-01-10", "description": "Food Jan", "amount_original": "50.00", "currency_original": "CHF", "category_id": food})
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-02-10", "description": "Food Feb", "amount_original": "75.00", "currency_original": "CHF", "category_id": food})
     confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "income", "transaction_date": "2026-01-25", "description": "Salary Jan", "amount_original": "1000.00", "currency_original": "CHF", "category_id": salary})


terminal

{"output": "..F.                                                                     [100%]\n=================================== FAILURES ===================================\n_ test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat _\n\n    def test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat() -> None:\n        conn = db(); _account, food, _health, salary = base(conn)\n        duplicate = confirm_create_category(conn, {\"name\": \"Sonstiges\", \"category_type\": \"expense\"})[\"entity_id\"]\n        confirm_create_category(conn, {\"name\": \"Sonstiges / Administration\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"UAT12 Dummy\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"Lohn Melanie\", \"category_type\": \"income\"})\n        result = simplify_budget_categories_2026(conn)\n        assert result[\"ensured_income_count\"] >= 5\n        assert result[\"ensured_expense_count\"] >= 13\n        assert result[\"archived_test_count\"] >= 1\n        tree = list_category_tree_grouped(conn)\n        assert [bucket[\"name\"] for bucket in tree] == [\"Einnahmen\", \"Ausgaben\"]\n        income_names = {c[\"name\"] for c in tree[0][\"children\"]}\n        expense_names = {c[\"name\"] for c in tree[1][\"children\"]}\n        assert {\"Lohn Marcel\", \"Lohn Melanie\", \"Rückerstattungen\"}.issubset(income_names)\n>       assert {\"Essen & Haushalt\", \"Sonstiges / Administration\", \"Review nötig\"}.issubset(expense_names)\nE       AssertionError: assert False\nE        +  where False = <built-in method issubset of set object at 0x7eef64d091c0>({'Essen & Haushalt', 'Ferien/Reisen', 'Freizeit / Abos / Ausflüge', 'Freizeit/Abos', 'Gesundheit', 'Gesundheit / Medizin', ...})\nE        +    where <built-in method issubset of set object at 0x7eef64d091c0> = {'Essen & Haushalt', 'Review nötig', 'Sonstiges / Administration'}.issubset\n\ntests/unit/test_budget_phase110_2026_core.py:94: AssertionError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat\n1 failed, 3 passed in 0.42s", "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.]


python - <<'PY'
from tests.unit.test_budget_phase110_2026_core import db, base
from jarvis_finance.services.budget_categories import confirm_create_category,simplify_budget_categories_2026,list_category_tree_grouped
conn=db(); base(conn)
confirm_create_category(conn,{"name":"Sonstiges","category_type":"expense"})
confirm_create_category(conn,{"name":"Sonstiges / Administration","category_type":"expense"})
confirm_create_category(conn,{"name":"UAT12 Dummy","category_type":"expense"})
confirm_create_category(conn,{"name":"Lohn Melanie","category_type":"income"})
print(simplify_budget_categories_2026(conn))
tree=list_category_tree_grouped(conn)
print([c['name'] for c in tree[1]['children']])
print(conn.execute("select category_id,name,is_active from budget_categories where lower(name) like '%sonstig%' or lower(name) like '%review%' order by name").fetchall())
PY


Output:
{'ensured_income_count': 5, 'ensured_expense_count': 13, 'archived_test_count': 1, 'merged_duplicate_count': 1, 'flattened_count': 1, 'review_category_id': 'bcat_review_needed'}
['Essen & Haushalt', 'Mobilität', 'Gesundheit', 'Kinder/Familie', 'Freizeit/Abos', 'Ferien/Reisen', 'Steuern', 'Wohnen', 'Versicherungen', 'Gesundheit / Medizin', 'Mobilität / Auto / Transport', 'Kinder / Familie', 'Freizeit / Abos / Ausflüge', 'Hausrat / Möbel & Garten', 'Shopping / Kleidung & Elektronik', 'Haustiere', 'Steuern / Behörden', 'Sonstiges / Administration']
[<sqlite3.Row object at 0x7ff072427640>, <sqlite3.Row object at 0x7ff072490a60>, <sqlite3.Row object at 0x7ff072490310>, <sqlite3.Row object at 0x7ff072490400>]


patch

    ts = now()
    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, NULL, 1, ?, ?, ?)
        """,
        (canonical_id, name, category_type, sort_order, ts, ts),
    )
    audit_id = record_audit_event(conn, source="phase110_cleanup", action="ensure_canonical_category", entity_type="budget_category", entity_id=canonical_id, new_values={"name": name, "category_type": category_type}, created_by="system")
    return canonical_id

    result = confirm_create_category(conn, {"category_id": canonical_id, "name": name, "category_type": category_type, "sort_order": sort_order})
    return str(result["entity_id"])


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
@@ -203,8 +203,16 @@
     if existing_id:
         conn.execute("UPDATE budget_categories SET name=?, category_type=?, parent_category_id=NULL, is_active=1, sort_order=?, updated_at=? WHERE category_id=?", (name, category_type, sort_order, now(), canonical_id))
         return canonical_id
-    result = confirm_create_category(conn, {"category_id": canonical_id, "name": name, "category_type": category_type, "sort_order": sort_order})
-    return str(result["entity_id"])
+    ts = now()
+    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, NULL, 1, ?, ?, ?)
+        """,
+        (canonical_id, name, category_type, sort_order, ts, ts),
+    )
+    audit_id = record_audit_event(conn, source="phase110_cleanup", action="ensure_canonical_category", entity_type="budget_category", entity_id=canonical_id, new_values={"name": name, "category_type": category_type}, created_by="system")
+    return canonical_id

 def simplify_budget_categories_2026(conn: Connection) -> dict[str, int]:


terminal

{"output": "..F.                                                                     [100%]\n=================================== FAILURES ===================================\n_ test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat _\n\n    def test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat() -> None:\n        conn = db(); _account, food, _health, salary = base(conn)\n        duplicate = confirm_create_category(conn, {\"name\": \"Sonstiges\", \"category_type\": \"expense\"})[\"entity_id\"]\n        confirm_create_category(conn, {\"name\": \"Sonstiges / Administration\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"UAT12 Dummy\", \"category_type\": \"expense\"})\n        confirm_create_category(conn, {\"name\": \"Lohn Melanie\", \"category_type\": \"income\"})\n        result = simplify_budget_categories_2026(conn)\n        assert result[\"ensured_income_count\"] >= 5\n        assert result[\"ensured_expense_count\"] >= 13\n        assert result[\"archived_test_count\"] >= 1\n        tree = list_category_tree_grouped(conn)\n        assert [bucket[\"name\"] for bucket in tree] == [\"Einnahmen\", \"Ausgaben\"]\n        income_names = {c[\"name\"] for c in tree[0][\"children\"]}\n        expense_names = {c[\"name\"] for c in tree[1][\"children\"]}\n        assert {\"Lohn Marcel\", \"Lohn Melanie\", \"Rückerstattungen\"}.issubset(income_names)\n        assert {\"Essen & Haushalt\", \"Sonstiges / Administration\", \"Review nötig\"}.issubset(expense_names)\n>       assert not conn.execute(\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\", (duplicate,)).fetchone()\nE       AssertionError: assert not <sqlite3.Row object at 0x7aa7442d1960>\nE        +  where <sqlite3.Row object at 0x7aa7442d1960> = <built-in method fetchone of sqlite3.Cursor object at 0x7aa7441a03c0>()\nE        +    where <built-in method fetchone of sqlite3.Cursor object at 0x7aa7441a03c0> = <sqlite3.Cursor object at 0x7aa7441a03c0>.fetchone\nE        +      where <sqlite3.Cursor object at 0x7aa7441a03c0> = <built-in method execute of sqlite3.Connection object at 0x7aa744417e20>('SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1', ('bcat_other',))\nE        +        where <built-in method execute of sqlite3.Connection object at 0x7aa744417e20> = <sqlite3.Connection object at 0x7aa744417e20>.execute\n\ntests/unit/test_budget_phase110_2026_core.py:95: AssertionError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_phase110_2026_core.py::test_phase110_category_tree_grouped_and_cleanup_canonicalises_duplicates_and_uat\n1 failed, 3 passed in 0.44s", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=5; terminal has failed 5 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


Explanation:
**Inspecting variable names**

I'm thinking about whether "Sonstiges" is the best name. The condition name is set to "Sonstiges," but I wonder if it could be clearer. Maybe this is just a duplicate variable of bcat_other that's mistakenly tied to "Sonstiges / Administration." I’ll need to take a closer look to understand how these pieces fit together. It feels like there might be some confusion about naming, so I should inspect this further for clarity.

python - <<'PY'
from tests.unit.test_budget_phase110_2026_core import db, base
from jarvis_finance.services.budget_categories import confirm_create_category,simplify_budget_categories_2026
conn=db(); base(conn)
d=confirm_create_category(conn,{"name":"Sonstiges","category_type":"expense"})['entity_id']; print('dup',d)
print(conn.execute('select category_id,name,category_type,is_active from budget_categories where category_id=?',(d,)).fetchone()[:])
simplify_budget_categories_2026(conn)
print(conn.execute('select category_id,name,category_type,is_active from budget_categories where category_id=?',(d,)).fetchone()[:])
PY


Output:
dup bcat_other
('bcat_other', 'Sonstiges', 'neutral', 1)
('bcat_other', 'Sonstiges', 'neutral', 1)


patch

if name == "Sonstiges" and ctype == "expense":


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_categories.py
@@ -231,7 +231,7 @@
             conn.execute("UPDATE budget_categories SET is_active=0, parent_category_id=NULL, updated_at=? WHERE category_id=?", (ts, cid)); archived_test += 1
             record_audit_event(conn, source="phase110_cleanup", action="archive_test_category", entity_type="budget_category", entity_id=cid, old_values=row_to_dict(row), new_values={"is_active": 0}, created_by="system")
             continue
-        if name == "Sonstiges" and ctype == "expense":
+        if name == "Sonstiges":
             conn.execute("UPDATE budget_transactions SET category_id=?, updated_at=? WHERE category_id=?", (admin_id, ts, cid))
             conn.execute("UPDATE budget_plan_items SET category_id=?, updated_at=? WHERE category_id=?", (admin_id, ts, cid))
             conn.execute("UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, updated_at=? WHERE proposed_category_id=?", (admin_id, "Sonstiges / Administration", ts, cid))


terminal

Output:
....                                                                     [100%]
4 passed in 0.40s


Backend-Kerntests sind grün. Ich verdrahte jetzt API + UI für 2026-Default, gruppierte Kategorien und Budgetstatus-Charts/Monatsmatrix.

Explanation:
**Planning budget updates**

I need to ensure the API and frontend are in sync. I’ll start by updating the BudgetStatusRow to include monthly actuals and enhance the charts. It seems like adding a year filter to the BudgetImportReview is a good idea, especially since it currently lacks budget year filters. I'll also set the BudgetTransactions to default to the current year from the API. Plus, I'll work on the categories endpoint for grouping, and the BudgetOverview needs a simplified matrix and chart UI. It’s a lot to compile!

patch

    list_category_tree_grouped,
    list_categories,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -14,6 +14,7 @@
     create_category_preview,
     create_tag_preview,
     delete_empty_category,
+    list_category_tree_grouped,
     list_categories,
     list_tags,
     preview_category_merges,


    archive_reference_year_candidates,
    apply_budget_rules_to_open_candidates,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -21,6 +21,7 @@
     update_category,
 )
 from jarvis_finance.services.budget_imports import (
+    archive_reference_year_candidates,
     apply_budget_rules_to_open_candidates,
     batch_confirm_safe_candidates,
     batch_mark_candidates,


from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary

from jarvis_finance.services.budget_overview import get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -49,7 +49,7 @@
     test_budget_rule,
     update_transaction_candidate_category,
 )
-from jarvis_finance.services.budget_overview import get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary
+from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_summary, get_income_status, get_monthly_summary
 from jarvis_finance.services.budget_plans import confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items
 from jarvis_finance.services.budget_seed_review import (
     confirm_budget_plan_takeover,


@router.get("/status/categories")
def category_budget_status(year: str = "2026", conn: Connection = Depends(get_db)):
    return get_budget_status_by_category(conn, year=year)

@router.get("/charts")
def budget_charts(year: str = "2026", conn: Connection = Depends(get_db)):
    return get_budget_charts_2026(conn, year=year)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -89,6 +89,11 @@
     return get_budget_status_by_category(conn, year=year)

+@router.get("/charts")
+def budget_charts(year: str = "2026", conn: Connection = Depends(get_db)):
+    return get_budget_charts_2026(conn, year=year)
+
+
 @router.get("/income/status")
 def income_budget_status(year: str = "2026", conn: Connection = Depends(get_db)):
     return get_income_status(conn, year=year)


@router.get("/categories")
def categories(include_archived: bool = False, grouped: bool = True, conn: Connection = Depends(get_db)):
    if grouped:
        return list_category_tree_grouped(conn, include_archived=include_archived)
    return list_categories(conn, include_archived=include_archived)

@router.get("/categories")
def categories(include_archived: bool = False, conn: Connection = Depends(get_db)):
    return list_categories(conn, include_archived=include_archived)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -130,7 +130,9 @@

 @router.get("/categories")
-def categories(include_archived: bool = False, conn: Connection = Depends(get_db)):
+def categories(include_archived: bool = False, grouped: bool = True, conn: Connection = Depends(get_db)):
+    if grouped:
+        return list_category_tree_grouped(conn, include_archived=include_archived)
     return list_categories(conn, include_archived=include_archived)


def transaction_candidates(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", budget_year: str = "2026", include_reference: bool = False, conn: Connection = Depends(get_db)):
    return list_transaction_candidates(conn, status=status, tab=tab, source_type=source_type, category_id=category_id, merchant=merchant, rule=rule, min_confidence=min_confidence, date_from=date_from, date_to=date_to, amount_min=amount_min, amount_max=amount_max, sort_by=sort_by, sort_dir=sort_dir, budget_year=budget_year, include_reference=include_reference)

def transaction_candidates(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", conn: Connection = Depends(get_db)):
    return list_transaction_candidates(conn, status=status, tab=tab, source_type=source_type, category_id=category_id, merchant=merchant, rule=rule, min_confidence=min_confidence, date_from=date_from, date_to=date_to, amount_min=amount_min, amount_max=amount_max, sort_by=sort_by, sort_dir=sort_dir)