Explanation:
**Updating budget overview**

I need to update the budget overview with the recent transactions and set the default to 2026. It looks like I should gather a monthly summary for January 2026 and filter the pending transactions by year. I think I might need to apply a patch for this to work correctly. Let’s get everything organized to ensure the budget overview reflects these updates properly!

pending_tx_candidates = conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status IN ('pending','needs_review')", (year,)).fetchone()[0]

pending_tx_candidates = conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review')").fetchone()[0]


patch

--- 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
@@ -274,7 +274,7 @@
         (month,),
     ).fetchone()[0]
     pending_seed_count = conn.execute("SELECT COUNT(*) FROM budget_seed_candidates WHERE status IN ('pending','needs_review','edited','accepted')").fetchone()[0]
-    pending_tx_candidates = conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review')").fetchone()[0]
+    pending_tx_candidates = conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status IN ('pending','needs_review')", (year,)).fetchone()[0]
     uncategorized = sum(1 for r in rows if r["category_id"] is None and r["transaction_type"] in {"income", "expense", "refund", "fee"})
     status_rows = get_budget_status_by_category(conn, year=year)
     planned_income = sum((Decimal(r["budget_month"]) for r in status_rows if r["category_type"] == "income"), Decimal("0"))

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


Explanation:
**Clarifying budget transaction handling**

I'm thinking about how to handle expenses effectively. It seems like the `list_budget_transactions` defaults to a specific year, but I'm not sure how it works with `transaction_type`. I need to inspect the `loadTransactions` function to understand how everything fits together better. Let’s make sure I get this right, as organizing expenses is key! I really want to ensure I'm covering all the necessary details in my approach.


1|<template>
     2|

     3|
     4|

     5|
Ausgaben · bestätigte Budget-Transaktionen

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

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

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

     9|

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

    11|
    12|
    13|

    14|

    15|
{{ card.label }}

{{ card.value }}

    16|

    17|

    18|
    19|

    20|      <select v-model="filters.year" class="field" @change="loadTransactions"><option value="2026">Budgetjahr 2026</option><option value="2025">Referenzjahr 2025</option></select>
    21|      <input v-model="filters.month" class="field" placeholder="Zeitraum YYYY-MM" @change="loadTransactions" />
    22|      <select v-model="filters.account_id" class="field" @change="loadTransactions"><option value="">Alle Konten</option><option v-for="a in accounts" :key="a.budget_account_id" :value="a.budget_account_id">{{ a.name }}</option></select>
    23|      <select v-model="filters.category_id" class="field" @change="loadTransactions"><option value="">Alle Kategorien</option><option value="__uncategorized">Unkategorisiert</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    24|      <input v-model="filters.tag" class="field" placeholder="Tag" @keyup.enter="loadTransactions" />
    25|      <input v-model="filters.source_type" class="field" placeholder="Quelle" @keyup.enter="loadTransactions" />
    26|      <input v-model="filters.merchant" class="field" placeholder="Händler" @keyup.enter="loadTransactions" />
    27|      <input v-model="filters.search" class="field" placeholder="Suche" @keyup.enter="loadTransactions" />
    28|

    29|
    30|

    31|
Manuelle Ausgabe erfassen

    32|

    33|        <select v-model="form.account_id" data-test="transaction-account" class="field"><option value="">Konto wählen</option><option v-for="a in accounts" :key="a.budget_account_id" :value="a.budget_account_id">{{ a.name }}</option></select>
    34|        <input v-model="form.amount_original" data-test="transaction-amount" class="field" placeholder="Betrag" />
    35|        <input v-model="form.currency_original" class="field" placeholder="CHF" />
    36|        <input v-model="form.transaction_date" class="field" type="date" />
    37|        <input v-model="form.description" data-test="transaction-description" class="field" placeholder="Beschreibung / Händler" />
    38|        <select v-model="form.category_id" data-test="transaction-category" class="field"><option value="">Kategorie wählen</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    39|        <input v-model="form.notes" class="field md:col-span-3" placeholder="Notiz optional" />
    40|

    41|
<button data-test="preview-transaction" class="btn-primary" @click="preview">Preview / Zusammenfassung prüfen</button><button v-if="previewResult" data-test="confirm-transaction" class="btn-primary" @click="confirm">Confirm / final speichern</button>

    42|

Zusammenfassung prüfen

{{ previewResult.summary }}

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

{{ w }}

    43|
{{ message }}

    44|

    45|
    46|

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

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

Keine bestätigten Ausgaben für diese Filter.

    47|
    48|
    49|      <button class="float-right text-slate-300" @click="selectedTx=null">Schließen</button>
    50|
Ausgaben-Detail

    51|
{{ selectedTx.description }}

    52|

Datum

{{ selectedTx.transaction_date }}

Betrag

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

CHF-Wert

{{ selectedTx.amount_chf || '—' }}

Status

{{ selectedTx.status }}

    53|

    54|        <select v-model="edit.category_id" class="field" data-test="expense-category-select"><option value="">Unkategorisiert</option><option v-for="c in flatCategories" :key="c.category_id" :value="c.category_id">{{ c.name }}</option></select>
    55|        <input v-model="edit.description" class="field" />
    56|        <input v-model="edit.tag_names" class="field" placeholder="Tags, kommagetrennt" />
    57|        <textarea v-model="edit.change_note" class="field" placeholder="Begründung / Notiz für Audit"></textarea>
    58|

    59|
<button class="btn-primary" @click="saveSelected">Kategorie/Tags mit Audit speichern</button><button class="btn" @click="reverseInfo">Stornieren/Rückgängig vorbereiten</button><button class="btn" @click="adjustmentInfo">Adjustment statt Betrag überschreiben</button>

    60|
Audit/Verlauf: Änderungen schreiben Audit-Events. Betragsänderungen werden nicht still überschrieben.

    61|
    62|

    63|</template>
    64|
   100|
   101|


Explanation:
**Evaluating budget functions**

I'm checking the current year, which is showing 2026. I think I should apply some filters based on the year. Alright, I’ll also need to ensure that I have the right parameters for getting budget transactions, like year and month. I don’t foresee any issues with the TypeScript flatCategories, but I need to set up some tests now to verify everything works as expected!

  const txs = transactions.value
  const currentMonth = filters.month || `${filters.year}-01`; const currentYear = filters.year

  const txs = transactions.value
  const now = new Date(); const currentMonth = `${now.getFullYear()}-${String(now.getMonth()+1).padStart(2,'0')}`; const currentYear = String(now.getFullYear())


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetTransactionsPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetTransactionsPage.vue
@@ -75,7 +75,7 @@
 const flatCategories = computed(() => { const out: BudgetCategory[] = []; const walk = (items: BudgetCategory[]) => items.forEach(i => { out.push(i); walk(i.children || []) }); walk(categories.value); return out })
 const summaryCards = computed(() => {
   const txs = transactions.value
-  const now = new Date(); const currentMonth = `${now.getFullYear()}-${String(now.getMonth()+1).padStart(2,'0')}`; const currentYear = String(now.getFullYear())
+  const currentMonth = filters.month || `${filters.year}-01`; const currentYear = filters.year
   const sum = (items: BudgetTransaction[]) => items.reduce((acc, tx) => acc + Number(tx.amount_chf || tx.amount_original || 0), 0)
   const byCat = new Map<string, number>(); txs.forEach(tx => byCat.set(tx.category_name || 'Review nötig', (byCat.get(tx.category_name || 'Review nötig') || 0) + Number(tx.amount_chf || tx.amount_original || 0)))
   const top = [...byCat.entries()].sort((a,b)=>b[1]-a[1])[0]

No linter for .vue files


Backend/UI-Kanten sind korrigiert. Ich markiere die Implementierungsblöcke entsprechend und starte jetzt die gezielten Tests plus Compile.

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


terminal

unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_compile_phase110.log
pytest tests/unit/test_budget_phase110_2026_core.py -q


Output:
....                                                                     [100%]
4 passed in 0.43s


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

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

 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 33ms
 ✓ src/pages/PositionAddPage.test.ts (2 tests) 101ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 121ms
stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/CryptoPage.test.ts (2 tests) 142ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 145ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 233ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 140ms
 ✓ src/api/client.test.ts (2 tests) 5ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/review"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/rules"
[Vue Router warn]: No match found for location with path "/planning/budget/tags"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 50ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  17:11:38
   Duration  3.11s (transform 3.78s, setup 0ms, import 6.30s, tests 970ms, environment 8.52s)


Output:
> jarvis-finance-dashboard-vue@0.0.0 build
> vue-tsc -b && vite build

vite v8.0.13 building client environment for production...

transforming...✓ 95 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-DVu14w3d.css   21.36 kB │ gzip:  4.84 kB
dist/assets/index-Df6j1Xlq.js   228.92 kB │ gzip: 67.61 kB

✓ built in 924ms


Gezielte Backend-Tests und Frontend sind grün. Ich lasse nun die Full Backend Suite laufen; danach Runtime-Backup und die sichtbarkeitsbereinigenden Runtime-Aktionen.

Explanation:
**Trying pytest with schema**

I think I need to run a full pytest to check for any issues, particularly since it seems the expected schema is 24. I’m not entirely sure why it might fail, but testing is essential to confirm everything works correctly. I’ll focus on making sure all aspects are covered during the run, so I can identify where things might be going wrong. Let’s see what happens after I execute it!


Output:
.....................................F....F........F...................F [ 18%]
........................................................................ [ 36%]
........................................................................ [ 55%]
........................................................................ [ 73%]
.................................................F...................... [ 92%]
..............................                                           [100%]
=================================== FAILURES ===================================
_ test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently _

    def test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently() -> None:
        conn = db()
        apply_migrations(conn)
>       assert get_schema_version(conn) == 24
E       assert 25 == 24
E        +  where 25 = get_schema_version(<sqlite3.Connection object at 0x7a87d69eb010>)

tests/unit/test_budget_phase1.py:32: AssertionError
__________ test_budget_phase11_tables_tags_and_plan_items_are_created __________

    def test_budget_phase11_tables_tags_and_plan_items_are_created() -> None:
        conn = db()
>       assert get_schema_version(conn) == 24
E       assert 25 == 24
E        +  where 25 = get_schema_version(<sqlite3.Connection object at 0x7a87d69eb4c0>)

tests/unit/test_budget_phase11.py:22: AssertionError
________ test_phase12_schema_has_requested_budget_seed_candidates_table ________

    def test_phase12_schema_has_requested_budget_seed_candidates_table() -> None:
        conn = db()
>       assert get_schema_version(conn) == 24
E       assert 25 == 24
E        +  where 25 = get_schema_version(<sqlite3.Connection object at 0x7a87d69eaf20>)

tests/unit/test_budget_phase12_seed_review.py:38: AssertionError
______ test_phase16_schema_adds_rule_name_and_applies_card_category_rules ______

    def test_phase16_schema_adds_rule_name_and_applies_card_category_rules() -> None:
        conn = db()
>       assert get_schema_version(conn) == 24
E       assert 25 == 24
E        +  where 25 = get_schema_version(<sqlite3.Connection object at 0x7a87d69eb100>)

tests/unit/test_budget_phase16_user_rules.py:52: AssertionError
_________________________ test_schema_version_recorded _________________________

    def test_schema_version_recorded() -> None:
        conn = connect_memory()
        apply_migrations(conn)
>       assert get_schema_version(conn) == 24
E       assert 25 == 24
E        +  where 25 = get_schema_version(<sqlite3.Connection object at 0x7a87d53a74c0>)

tests/unit/test_schema.py:18: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase1.py::test_budget_phase1_tables_seeds_and_text_decimal_columns_are_created_idempotently
FAILED tests/unit/test_budget_phase11.py::test_budget_phase11_tables_tags_and_plan_items_are_created
FAILED tests/unit/test_budget_phase12_seed_review.py::test_phase12_schema_has_requested_budget_seed_candidates_table
FAILED tests/unit/test_budget_phase16_user_rules.py::test_phase16_schema_adds_rule_name_and_applies_card_category_rules
FAILED tests/unit/test_schema.py::test_schema_version_recorded - assert 25 == 24
5 failed, 385 passed in 37.25s


Fullsuite zeigt ausschließlich Schema-Version-Anker `24 → 25`. Ich aktualisiere die erwarteten Versionsanker und wiederhole die Suite.

from pathlib import Path
root=Path('/home/agent/.hermes/repos/FinanceManager/tests')
changed=[]
for p in root.rglob('*.py'):
    s=p.read_text()
    ns=s.replace('get_schema_version(conn) == 24','get_schema_version(conn) == 25')
    if ns != s:
        p.write_text(ns)
        changed.append(str(p))
print('\n'.join(changed))


Output:
........................................................................ [ 18%]
........................................................................ [ 36%]
........................................................................ [ 55%]
........................................................................ [ 73%]
........................................................................ [ 92%]
..............................                                           [100%]
390 passed in 37.93s


Tests sind jetzt grün: `390 passed`. Ich erstelle nun vor Runtime-Änderungen ein Backup und führe ausschließlich sichtbarkeitsbereinigende Aktionen aus: Migration, Kategorie-Cleanup, 2025-Kandidaten als Referenz archivieren, UAT/Test/Dummy/Synthetic aus User-Views entfernen — keine Bulk-Confirms.

Explanation:
**Managing database tasks**

I need to start a runtime backup and cleanup. First, I should confirm the database path, which looks like it's located at /home/agent/jarvis_runtime/finance-system/finance.sqlite3. I want to proceed safely by backing up, applying migrations, simplifying categories, and removing UAT/test data as requested by the user. I’ll ensure not to delete anything crucial, but I might need to mark some transactions as reversed and conduct an audit for everything. I’ll write a Python script to handle these tasks, while ensuring no silent mutations occur.
**Clarifying budget updates**

I need to use several processes: apply migrations, simplify budget categories for 2026, and archive reference year candidates. I'm considering updating the budget transactions with the status set to 'reversed'. I wonder if that might be semantically incorrect or if there are constraints on the status field. I should check the table info to be sure. I’ll write a Python script to help with this and make sure everything aligns with the requirements.


set -euo pipefail
python - <<'PY'
import shutil, sqlite3, json
from pathlib import Path
from datetime import datetime, timezone
from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
from jarvis_finance.services.budget_categories import simplify_budget_categories_2026
from jarvis_finance.services.budget_imports import archive_reference_year_candidates
from jarvis_finance.audit.log import record_audit_event

runtime = Path('/home/agent/jarvis_runtime/finance-system/finance.sqlite3')
if not runtime.exists():
    raise SystemExit(f'runtime db missing: {runtime}')
backup_dir = runtime.parent / 'backups'
backup_dir.mkdir(parents=True, exist_ok=True)
stamp = datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')
backup = backup_dir / f'finance_phase110_pre_cleanup_{stamp}.sqlite3'
shutil.copy2(runtime, backup)
conn = sqlite3.connect(runtime)
conn.row_factory = sqlite3.Row
before = get_schema_version(conn)
apply_migrations(conn)
after = get_schema_version(conn)
cat_result = simplify_budget_categories_2026(conn)
archive_result = archive_reference_year_candidates(conn, active_year='2026', reference_year='2025')
# Hide UAT/test/dummy/synthetic/dryrun budget transactions from user views by superseding them; do not delete.
ts = datetime.now(timezone.utc).isoformat()
patterns = ['%UAT12%', '%UAT%', '%TEST%', '%DUMMY%', '%SYNTHETIC%', '%DRYRUN%', '%DRY RUN%']
where = ' OR '.join(['upper(COALESCE(description,\'\') || \' \' || COALESCE(source_type,\'\') || \' \' || COALESCE(notes,\'\')) LIKE ?' for _ in patterns])
rows = conn.execute(f"SELECT * FROM budget_transactions WHERE status='confirmed' AND ({where})", patterns).fetchall()
for row in rows:
    conn.execute("UPDATE budget_transactions SET status='superseded', updated_at=? WHERE budget_transaction_id=?", (ts, row['budget_transaction_id']))
    record_audit_event(conn, source='phase110_runtime_cleanup', action='archive_test_budget_transaction', entity_type='budget_transaction', entity_id=row['budget_transaction_id'], old_values={'status': 'confirmed'}, new_values={'status': 'superseded', 'reason': 'phase110_hide_test_data_from_user_views'}, created_by='system')
# Candidates with test-ish labels are moved out of open review.
crows = conn.execute(f"SELECT * FROM budget_transaction_candidates WHERE status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference') AND ({where.replace('description','description').replace('source_type','source_type').replace('notes','notes')})", patterns).fetchall()
for row in crows:
    conn.execute("UPDATE budget_transaction_candidates SET status='archived_reference', review_reason='phase110_test_data_archive', updated_at=? WHERE transaction_candidate_id=?", (ts, row['transaction_candidate_id']))
    record_audit_event(conn, source='phase110_runtime_cleanup', action='archive_test_transaction_candidate', entity_type='budget_transaction_candidate', entity_id=row['transaction_candidate_id'], old_values={'status': row['status']}, new_values={'status': 'archived_reference'}, created_by='system')
conn.commit()
# Verifications without amounts
ver = {
    'backup': str(backup),
    'schema_before': before,
    'schema_after': after,
    'category_cleanup': cat_result,
    'reference_archive': archive_result,
    'test_transactions_archived': len(rows),
    'test_candidates_archived': len(crows),
    'open_2025_candidates_in_default_review': conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)='2025' AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')").fetchone()[0],
    'confirmed_2025_effective_2026_view': conn.execute("SELECT COUNT(*) FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,4)!='2026'").fetchone()[0],
    'bulk_confirms_executed': 0,
}
print(json.dumps(ver, ensure_ascii=False, indent=2))
PY


Output: runtime db missing: /home/agent/jarvis_runtime/finance-system/finance.sqlite3


Der erwartete Runtime-Pfad war nicht korrekt. Ich ermittle den tatsächlich konfigurierten DB-Pfad und führe denselben Backup-/Cleanup-Lauf dort aus.

Explanation:
**Searching for DB path**

I need to find the database path. It's important for me to locate it accurately so I can access the right data without any issues. I'm thinking about where it might be stored on the system—often, it's in a common directory, but sometimes it can be hidden or set in a unique location. Let’s explore some directories to see if I can pinpoint the right one!


set -euo pipefail
python - <<'PY'
import shutil, sqlite3, json
from pathlib import Path
from datetime import datetime, timezone
from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
from jarvis_finance.services.budget_categories import simplify_budget_categories_2026
from jarvis_finance.services.budget_imports import archive_reference_year_candidates
from jarvis_finance.audit.log import record_audit_event

runtime = Path('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3')
backup_dir = runtime.parents[1] / 'backups'
backup_dir.mkdir(parents=True, exist_ok=True)
stamp = datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')
backup = backup_dir / f'finance_phase110_pre_cleanup_{stamp}.sqlite3'
shutil.copy2(runtime, backup)
conn = sqlite3.connect(runtime)
conn.row_factory = sqlite3.Row
before = get_schema_version(conn)
apply_migrations(conn)
after = get_schema_version(conn)
cat_result = simplify_budget_categories_2026(conn)
archive_result = archive_reference_year_candidates(conn, active_year='2026', reference_year='2025')
ts = datetime.now(timezone.utc).isoformat()
patterns = ['%UAT12%', '%UAT%', '%TEST%', '%DUMMY%', '%SYNTHETIC%', '%DRYRUN%', '%DRY RUN%']
expr_tx = "upper(COALESCE(description,'') || ' ' || COALESCE(source_type,'') || ' ' || COALESCE(notes,''))"
where_tx = ' OR '.join([f"{expr_tx} LIKE ?" for _ in patterns])
rows = conn.execute(f"SELECT * FROM budget_transactions WHERE status='confirmed' AND ({where_tx})", patterns).fetchall()
for row in rows:
    conn.execute("UPDATE budget_transactions SET status='superseded', updated_at=? WHERE budget_transaction_id=?", (ts, row['budget_transaction_id']))
    record_audit_event(conn, source='phase110_runtime_cleanup', action='archive_test_budget_transaction', entity_type='budget_transaction', entity_id=row['budget_transaction_id'], old_values={'status': 'confirmed'}, new_values={'status': 'superseded', 'reason': 'phase110_hide_test_data_from_user_views'}, created_by='system')
expr_c = "upper(COALESCE(description,'') || ' ' || COALESCE(source_type,'') || ' ' || COALESCE(notes,'') || ' ' || COALESCE(source_file_label,''))"
where_c = ' OR '.join([f"{expr_c} LIKE ?" for _ in patterns])
crows = conn.execute(f"SELECT * FROM budget_transaction_candidates WHERE status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference') AND ({where_c})", patterns).fetchall()
for row in crows:
    conn.execute("UPDATE budget_transaction_candidates SET status='archived_reference', review_reason='phase110_test_data_archive', updated_at=? WHERE transaction_candidate_id=?", (ts, row['transaction_candidate_id']))
    record_audit_event(conn, source='phase110_runtime_cleanup', action='archive_test_transaction_candidate', entity_type='budget_transaction_candidate', entity_id=row['transaction_candidate_id'], old_values={'status': row['status']}, new_values={'status': 'archived_reference'}, created_by='system')
conn.commit()
ver = {
    'backup': str(backup),
    'schema_before': before,
    'schema_after': after,
    'category_cleanup': cat_result,
    'reference_archive': archive_result,
    'test_transactions_archived': len(rows),
    'test_candidates_archived': len(crows),
    'open_2025_candidates_in_default_review': conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)='2025' AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')").fetchone()[0],
    'non_2026_confirmed_budget_transactions': conn.execute("SELECT COUNT(*) FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,4)!='2026'").fetchone()[0],
    'bulk_confirms_executed': 0,
}
print(json.dumps(ver, ensure_ascii=False, indent=2))
PY


Output:
{
  "backup": "/home/agent/jarvis_runtime/finance-system/backups/finance_phase110_pre_cleanup_20260517T151459Z.sqlite3",
  "schema_before": 25,
  "schema_after": 25,
  "category_cleanup": {
    "ensured_income_count": 5,
    "ensured_expense_count": 13,
    "archived_test_count": 0,
    "merged_duplicate_count": 3,
    "flattened_count": 1,
    "review_category_id": "bcat_expensereviewnötig"
  },
  "reference_archive": {
    "updated_count": 1351,
    "active_year": "2026",
    "reference_year": "2025"
  },
  "test_transactions_archived": 0,
  "test_candidates_archived": 0,
  "open_2025_candidates_in_default_review": 0,
  "non_2026_confirmed_budget_transactions": 19,
  "bulk_confirms_executed": 0
}


Runtime-Cleanup ist erfolgt mit Backup; 1351 Kandidaten aus 2025 wurden als Referenz archiviert, kein Bulk-Confirm. Jetzt wiederhole ich nach den letzten Patches alle Gates und die Safety-Scans.


unset JARVIS_FINANCE_DB_PATH
python -m compileall src tests >/tmp/finance_compile_phase110_final.log
pytest -q


Output:
........................................................................ [ 18%]
........................................................................ [ 36%]
........................................................................ [ 55%]
........................................................................ [ 73%]
........................................................................ [ 92%]
..............................                                           [100%]
390 passed in 38.34s


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

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

 ✓ src/pages/PositionAddPage.test.ts (2 tests) 127ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 108ms
stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/review"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/manual"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/rules"
[Vue Router warn]: No match found for location with path "/planning/budget/tags"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/duplicates"
[Vue Router warn]: No match found for location with path "/planning/budget/migros-cumulus"
[Vue Router warn]: No match found for location with path "/planning/budget/visa-import"

 ✓ src/App.test.ts (1 test) 75ms
 ✓ src/pages/BudgetPhase1.test.ts (4 tests) 149ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 164ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 212ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 162ms
 ✓ src/api/client.test.ts (2 tests) 5ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 29ms

 Test Files  9 passed (9)
      Tests  24 passed (24)
   Start at  17:15:59
   Duration  3.20s (transform 3.15s, setup 0ms, import 6.13s, tests 1.03s, environment 8.91s)

> jarvis-finance-dashboard-vue@0.0.0 build
> vue-tsc -b && vite build

vite v8.0.13 building client environment for production...

transforming...✓ 95 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-DVu14w3d.css   21.36 kB │ gzip:  4.84 kB
dist/assets/index-Df6j1Xlq.js   228.92 kB │ gzip: 67.61 kB

✓ built in 966ms


Explanation:
**Considering safety scans**

I’m thinking about needing to perform safety scans. I should run a `git diff --check` to inspect file types and also conduct a secret scan for both source and distribution files. It could be important, too, to avoid having a runtime database in git. I’ll need to do all of this through the terminal to ensure everything is properly checked. It's crucial to keep everything secure!

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git diff --check
python - <<'PY'
import re, subprocess, pathlib, json, sys
changed=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
forbidden_ext={'.csv','.xls','.xlsx','.sqlite','.sqlite3','.db'}
for p in changed:
    if pathlib.Path(p).suffix.lower() in forbidden_ext:
        raise SystemExit(f'forbidden artifact in diff: {p}')
patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'), re.compile(r'ghp_[A-Za-z0-9]+'), re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]\s*["\'][^"\']{12,}')]
scan_files=[p for p in changed if pathlib.Path(p).suffix.lower() in {'.py','.ts','.vue','.js','.json','.md'} and pathlib.Path(p).exists()]
for p in scan_files:
    text=pathlib.Path(p).read_text(errors='ignore')
    for pat in patterns:
        if pat.search(text):
            raise SystemExit(f'possible secret in {p}')
print(json.dumps({'changed_files': len(changed), 'scanned_source_files': len(scan_files), 'forbidden_artifacts': 0, 'source_secret_scan': 'ok'}))
PY
python - <<'PY'
import pathlib, re, json
root=pathlib.Path('frontend/dist')
patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'), re.compile(r'ghp_[A-Za-z0-9]+'), re.compile(r'(?i)openfigi|api[_-]?key|secret|token|password')]
hits=[]
for p in root.rglob('*'):
    if p.is_file() and p.suffix.lower() in {'.js','.html','.css','.json'}:
        text=p.read_text(errors='ignore')
        for pat in patterns:
            if pat.search(text): hits.append(str(p))
if hits: raise SystemExit('frontend build secret scan hits: '+', '.join(hits[:10]))
print(json.dumps({'frontend_build_secret_scan':'ok'}))
PY
git status --short


Output:
{"changed_files": 15, "scanned_source_files": 15, "forbidden_artifacts": 0, "source_secret_scan": "ok"}
frontend build secret scan hits: frontend/dist/assets/index-Df6j1Xlq.js


Der Build-Secret-Scan war zu breit und hat wahrscheinlich einen legitimen Code-String wie `token` getroffen. Ich prüfe den Treffer gezielt auf echte Secret-Muster, nicht auf harmlose Schlüsselwörter.

python - <<'PY'
from pathlib import Path
p=Path('frontend/dist/assets/index-Df6j1Xlq.js')
text=p.read_text(errors='ignore')
for needle in ['openfigi','api_key','apiKey','secret','token','password','github_pat_','ghp_']:
    i=text.lower().find(needle.lower())
    if i!=-1:
        print('\n---',needle,'---')
        print(text[max(0,i-160):i+220])
PY


Output:
--- secret ---
,x)=>(B(),V(`div`,Qd,[U(Dl,{testid:`refresh-wallets`,title:`Wallets`,description:`Automatisch lokale Wallet-Daten laden. Keine Transfers, keine Adressen, keine Secrets.`,loading:i.value,onLoad:x[0]||=e=>_(!0)},null,8,[`loading`]),U(Ll,{"backend-ok":s.value,"runtime-ok":c.value,loading:i.value,error:o.value,"last-loaded-at":l.value},null,8,[`backend-ok`,`runtime-ok`,`loading`,`e


set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
python - <<'PY'
import pathlib, re, json
root=pathlib.Path('frontend/dist')
patterns=[re.compile(r'github_pat_[A-Za-z0-9_]{20,}'), re.compile(r'ghp_[A-Za-z0-9]{20,}'), re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[:=]\s*["\'][^"\']{16,}')]
hits=[]
for p in root.rglob('*'):
    if p.is_file() and p.suffix.lower() in {'.js','.html','.css','.json'}:
        text=p.read_text(errors='ignore')
        for pat in patterns:
            if pat.search(text): hits.append(str(p))
if hits: raise SystemExit('frontend build secret scan hits: '+', '.join(hits[:10]))
print(json.dumps({'frontend_build_secret_scan':'ok'}))
PY
python - <<'PY'
import subprocess, json, pathlib
tracked=subprocess.check_output(['git','ls-files'], text=True).splitlines()
forbidden=[p for p in tracked if pathlib.Path(p).suffix.lower() in {'.csv','.xls','.xlsx','.sqlite','.sqlite3','.db'}]
if forbidden: raise SystemExit('forbidden tracked data artifacts: '+', '.join(forbidden[:20]))
print(json.dumps({'git_safety_forbidden_tracked_artifacts':0}))
PY


Output:
{"frontend_build_secret_scan": "ok"}
forbidden tracked data artifacts: examples/synthetic/accounts.csv, examples/synthetic/cash_balances_initial.csv, examples/synthetic/crypto_holdings_initial.csv, examples/synthetic/crypto_transactions.csv, examples/synthetic/crypto_wallets.csv, examples/synthetic/instruments.csv, examples/synthetic/transactions.csv, examples/synthetic/watchlist.csv, tests/fixtures/accounts.csv, tests/fixtures/cash_balances_initial.csv, tests/fixtures/crypto_holdings_initial.csv, tests/fixtures/crypto_transactions.csv, tests/fixtures/crypto_wallets.csv, tests/fixtures/instruments.csv, tests/fixtures/transactions.csv, tests/fixtures/watchlist.csv


Safety-Scan ist sauber für geänderte Dateien und Build. Der Git-Safety-Hinweis betrifft bereits versionierte Synthetic/Test-Fixtures im Repo, nicht neue oder geänderte Runtime-Daten. Ich prüfe jetzt den finalen Diff und committe/pushe.

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
git diff --check
python - <<'PY'
import subprocess, pathlib, json
changed=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
forbidden=[p for p in changed if pathlib.Path(p).suffix.lower() in {'.csv','.xls','.xlsx','.sqlite','.sqlite3','.db'}]
if forbidden: raise SystemExit('forbidden changed data artifacts: '+', '.join(forbidden))
print(json.dumps({'changed_forbidden_data_artifacts':0, 'changed_files': changed}, indent=2))
PY
git diff --stat


Output:
{
  "changed_forbidden_data_artifacts": 0,
  "changed_files": [
    "frontend/src/api/budget.ts",
    "frontend/src/pages/BudgetImportReviewPage.vue",
    "frontend/src/pages/BudgetOverviewPage.vue",
    "frontend/src/pages/BudgetTransactionsPage.vue",
    "src/jarvis_finance/api/routers/budget.py",
    "src/jarvis_finance/services/budget_categories.py",
    "src/jarvis_finance/services/budget_imports.py",
    "src/jarvis_finance/services/budget_overview.py",
    "src/jarvis_finance/services/budget_transactions.py",
    "src/jarvis_finance/storage/migrations.py",
    "tests/unit/test_budget_phase1.py",
    "tests/unit/test_budget_phase11.py",
    "tests/unit/test_budget_phase12_seed_review.py",
    "tests/unit/test_budget_phase16_user_rules.py",
    "tests/unit/test_schema.py"
  ]
}
 frontend/src/api/budget.ts                         |  10 +-
 frontend/src/pages/BudgetImportReviewPage.vue      |  28 ++++--
 frontend/src/pages/BudgetOverviewPage.vue          |  40 +++++++-
 frontend/src/pages/BudgetTransactionsPage.vue      |   5 +-
 src/jarvis_finance/api/routers/budget.py           |  40 ++++++--
 src/jarvis_finance/services/budget_categories.py   | 111 +++++++++++++++++++++
 src/jarvis_finance/services/budget_imports.py      |  56 ++++++++---
 src/jarvis_finance/services/budget_overview.py     |  50 +++++++++-
 src/jarvis_finance/services/budget_transactions.py |   4 +-
 src/jarvis_finance/storage/migrations.py           |   4 +-
 tests/unit/test_budget_phase1.py                   |   2 +-
 tests/unit/test_budget_phase11.py                  |   2 +-
 tests/unit/test_budget_phase12_seed_review.py      |   2 +-
 tests/unit/test_budget_phase16_user_rules.py       |   2 +-
 tests/unit/test_schema.py                          |   2 +-
 15 files changed, 304 insertions(+), 54 deletions(-)


Explanation:
**Evaluating Git Tracking**

It sounds like there’s a new test file that isn’t being recognized because it’s untracked. The `git diff --name-only` command won’t show untracked files, which is why I’m not seeing it in the output. I need to run `git status` to confirm its existence and make sure to include it in the tracking. So, I should add it as well. Let's make sure everything is sorted out properly!


Output:
M frontend/src/api/budget.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M frontend/src/pages/BudgetOverviewPage.vue
 M frontend/src/pages/BudgetTransactionsPage.vue
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_categories.py
 M src/jarvis_finance/services/budget_imports.py
 M src/jarvis_finance/services/budget_overview.py
 M src/jarvis_finance/services/budget_transactions.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_budget_phase16_user_rules.py
 M tests/unit/test_schema.py
?? tests/unit/test_budget_phase110_2026_core.py


Explanation:
**Updating safety protocols**

I need to focus on updating the safety checks, especially since there are changes that haven't been tracked yet. After that, I'll run `git add` to stage the changes and then proceed to commit everything. It feels a bit tedious to ensure all steps are followed meticulously, but this is important for keeping the project secure and organized. Let’s make sure I stick to the process!

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
python - <<'PY'
import subprocess, pathlib, json
modified=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
untracked=subprocess.check_output(['git','ls-files','--others','--exclude-standard'], text=True).splitlines()
changed=modified+untracked
forbidden=[p for p in changed if pathlib.Path(p).suffix.lower() in {'.csv','.xls','.xlsx','.sqlite','.sqlite3','.db'}]
if forbidden: raise SystemExit('forbidden changed/untracked data artifacts: '+', '.join(forbidden))
print(json.dumps({'changed_or_untracked_forbidden_data_artifacts':0, 'changed_or_untracked_count': len(changed)}))
PY
git add frontend/src/api/budget.ts frontend/src/pages/BudgetImportReviewPage.vue frontend/src/pages/BudgetOverviewPage.vue frontend/src/pages/BudgetTransactionsPage.vue src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_categories.py src/jarvis_finance/services/budget_imports.py src/jarvis_finance/services/budget_overview.py src/jarvis_finance/services/budget_transactions.py src/jarvis_finance/storage/migrations.py tests/unit/test_budget_phase1.py tests/unit/test_budget_phase11.py tests/unit/test_budget_phase12_seed_review.py tests/unit/test_budget_phase16_user_rules.py tests/unit/test_schema.py tests/unit/test_budget_phase110_2026_core.py
git diff --cached --stat
git commit -m "feat: harden budget 2026 core"


Output:
{"changed_or_untracked_forbidden_data_artifacts": 0, "changed_or_untracked_count": 16}
 frontend/src/api/budget.ts                         |  10 +-
 frontend/src/pages/BudgetImportReviewPage.vue      |  28 +++--
 frontend/src/pages/BudgetOverviewPage.vue          |  40 ++++++-
 frontend/src/pages/BudgetTransactionsPage.vue      |   5 +-
 src/jarvis_finance/api/routers/budget.py           |  40 +++++--
 src/jarvis_finance/services/budget_categories.py   | 111 +++++++++++++++++++
 src/jarvis_finance/services/budget_imports.py      |  56 +++++++---
 src/jarvis_finance/services/budget_overview.py     |  50 ++++++++-
 src/jarvis_finance/services/budget_transactions.py |   4 +-
 src/jarvis_finance/storage/migrations.py           |   4 +-
 tests/unit/test_budget_phase1.py                   |   2 +-
 tests/unit/test_budget_phase11.py                  |   2 +-
 tests/unit/test_budget_phase110_2026_core.py       | 117 +++++++++++++++++++++
 tests/unit/test_budget_phase12_seed_review.py      |   2 +-
 tests/unit/test_budget_phase16_user_rules.py       |   2 +-
 tests/unit/test_schema.py                          |   2 +-
 16 files changed, 421 insertions(+), 54 deletions(-)
[feat/budget-phase-1-4 37fbcbe] feat: harden budget 2026 core
 16 files changed, 421 insertions(+), 54 deletions(-)
 create mode 100644 tests/unit/test_budget_phase110_2026_core.py


Commit ist erstellt. Ich pushe jetzt und verifiziere den Remote-Branch-Hash.

Explanation:
**Looking into token push**

I need to push a token from memory and possibly use GitHub, which suggests a remote HTTPS connection. I think I previously used a token, so I should inspect the remote configuration. It makes sense to check using the terminal and execute the push. I just want to ensure everything goes smoothly and that I'm following the right steps. Let's make sure I have everything in order!

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
GITHUB_TOKEN=$(python - <<'PY'
import re
from pathlib import Path
text=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text(errors='ignore')
m=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9]+)', text)
if not m: raise SystemExit('token missing')
print(m.group(1))
PY
)
remote=$(git remote get-url origin)
branch=$(git branch --show-current)
if [[ "$remote" =~ ^https://github.com/ ]]; then
  auth_remote="https://x-access-token:${GITHUB_TOKEN}@${remote#https://}"
  git push "$auth_remote" HEAD:"$branch"
else
  git push origin HEAD:"$branch"
fi
local_hash=$(git rev-parse HEAD)
remote_hash=$(git ls-remote origin "refs/heads/$branch" | awk '{print $1}')
printf 'branch=%s\nlocal=%s\nremote=%s\nmatch=%s\n' "$branch" "$local_hash" "$remote_hash" "$([[ "$local_hash" == "$remote_hash" ]] && echo yes || echo no)"


Output:
To https://github.com/Gamexgit/FinanceManager.git
   144ae14..37fbcbe  HEAD -> feat/budget-phase-1-4
fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden


Push selbst war erfolgreich; die anschließende Hash-Prüfung hat ohne Auth gegen `origin` gefragt und ist daran gescheitert — natürlich, GitHub möchte auch beim Nachschauen höflich bezahlt werden. Ich prüfe den Remote-Hash jetzt mit Auth.

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
GITHUB_TOKEN=$(python - <<'PY'
import re
from pathlib import Path
text=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text(errors='ignore')
m=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9]+)', text)
if not m: raise SystemExit('token missing')
print(m.group(1))
PY
)
remote=$(git remote get-url origin)
branch=$(git branch --show-current)
auth_remote="https://x-access-token:${GITHUB_TOKEN}@${remote#https://}"
local_hash=$(git rev-parse HEAD)
remote_hash=$(git ls-remote "$auth_remote" "refs/heads/$branch" | awk '{print $1}')
printf 'branch=%s\nlocal=%s\nremote=%s\nmatch=%s\n' "$branch" "$local_hash" "$remote_hash" "$([[ "$local_hash" == "$remote_hash" ]] && echo yes || echo no)"
git status --short


Output:
branch=feat/budget-phase-1-4
local=37fbcbe4722b7fbf15fd5b0810c113d983e7ed40
remote=37fbcbe4722b7fbf15fd5b0810c113d983e7ed40
match=yes


Remote-Hash ist verifiziert. Ich starte zum Schluss das Dashboard neu, damit Backend/Frontend die Phase-1.10-Änderungen tatsächlich ausliefern.

Explanation:
**Considering script execution**

I’m thinking about whether to inspect the start script since I’ve already used it. A restart might actually be beneficial. I don't want to commit changes yet, though. Running `scripts/start --kill-existing` is an option, but it failed before due to an unknown process. The app is running, but the new code isn't loaded, so I believe a restart is the better approach. I'll just use the terminal to do this.

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/FinanceManager|uvicorn|vite|npm run dev" | grep -v grep || true'],capture_output=True,text=True).stdout
for line in out.splitlines():
    parts=line.strip().split(maxsplit=1)
    if not parts: continue
    pid=int(parts[0]); cmd=parts[1] if len(parts)>1 else ''
    if 'FinanceManager' in cmd or 'uvicorn' in cmd or 'vite' in cmd:
        try: os.kill(pid, signal.SIGTERM)
        except ProcessLookupError: pass
time.sleep(1)
PY
scripts/start_vue_dashboard.sh


Output:
Stopping FastAPI backend PID 494133
Stopping Vue frontend PID 494142
Dashboard stop complete.
Starting FastAPI backend on http://127.0.0.1:8000
Starting Vue frontend on http://127.0.0.1:5173
Frontend API base: http://agent.tailbd371b.ts.net:5173
Backend PID: 499246
Frontend PID: 499256
Backend: http://127.0.0.1:8000
Frontend: http://127.0.0.1:5173
Logs:
  /home/agent/jarvis_runtime/finance-system/logs/finance_backend.log
  /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.log
Stop with: /home/agent/.hermes/repos/FinanceManager/scripts/stop_vue_dashboard.sh


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')]:
    with urllib.request.urlopen(url, timeout=8) as r:
        print(label, r.status)
PY


Output:
backend 200
frontend 200


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


Sir, **Budget Phase 1.10 ist umgesetzt, verifiziert, committed, gepusht und das Dashboard wurde neu gestartet.**

## Abschlussbericht Phase 1.10

- **2025-Daten aus aktiver 2026-Ansicht entfernt:** Ja
  Default-Filter für Import Review, Effektive Ausgaben/Einnahmen und Budgetstatus ist jetzt `2026`.
  2025-Kandidaten werden im aktiven Review nicht mehr angezeigt und sind nicht als 2026-Buchung confirmbar.

- **Kategoriebaum vereinfacht:** Ja
  Kanonische Struktur für Einnahmen/Ausgaben ergänzt und Cleanup-Service gebaut.

- **Einnahmen/Ausgaben-Struktur umgesetzt:** Ja
  Logisch getrennt nach `category_type`; zusätzlich Tree-Endpoint für visuelle Buckets:
  - Einnahmen
  - Ausgaben

- **Mehrfachauswahl funktioniert:** Ja
  Checkbox pro Kandidat, Select All, Auswahlzähler.

- **Bulk-Kategorie-Zuweisung funktioniert:** Ja
  Batch-Action setzt `proposed_category_id`, aktualisiert UI und schreibt Audit.

- **Bulk-Confirm funktioniert:** Ja
  Confirm bleibt Preview-pflichtig, erzeugt echte `budget_transactions`, blockt 2025/out-of-year Kandidaten.

- **Bulk-Ignore funktioniert:** Ja
  Batch Ignore/Reopen/Transfer/Covered-by-Migros vorhanden mit Fehlerdetails je Kandidat.

- **Effektive Ausgaben korrekt:** Ja
  Seite filtert standardmäßig:
  - `status=confirmed`
  - `transaction_type=expense`
  - `year=2026`

- **Budgetstatus Monats/Jahreswerte:** Ja
  Backend liefert Budget Monat, Budget Jahr, Ist Jahr bisher, Ø Monat, Prognose, Abweichung, Ampel.

- **Monatsmatrix umgesetzt:** Ja
  Januar bis Dezember als Spalten im Budgetstatus.

- **Aufgelaufene Kosten sichtbar:** Ja
  `Ist Jahr bisher` und Monatswerte pro Kategorie sichtbar.

- **Prognose/Ampel umgesetzt:** Ja
  Ausgaben:
  - Grün: Prognose <= 90 %
  - Gelb: 90–100 %
  - Rot: > 100 %
  - Kritisch: > 115 %

  Einnahmen:
  - Grün: Prognose >= Budget
  - Gelb: 90–100 %
  - Rot: < 90 %

- **Row Click Kategorie zeigt Buchungen:** Ja
  Budgetstatus-Zeile öffnet Drawer mit bestätigten Buchungen der Kategorie im aktiven Jahr. Kategorie/Tags können dort mit Audit geändert werden.

- **Grafiken umgesetzt:** Ja
  Erste einfache Charts:
  - Einnahmen vs Ausgaben pro Monat
  - Budget vs Ist pro Kategorie
  - Prognose/Ampel-Überschreitungen
  - Empty State bei fehlenden Ist-Buchungen

- **UAT/Testdaten entfernt:** Ja, aus User Views bereinigt/archiviert soweit vorhanden.
  Im Runtime-Cleanup wurden keine Test-Transaktionen gefunden, die noch als confirmed sichtbar waren. Bestehende Kandidaten/Referenzen wurden sauber aus aktiven Views entfernt.

## Runtime

Backup erstellt:

`/home/agent/jarvis_runtime/finance-system/backups/finance_phase110_pre_cleanup_20260517T151459Z.sqlite3`

Runtime-Cleanup:

- Schema vorher: `25`
- Schema nachher: `25`
- 2025-Kandidaten als Referenz archiviert: `1351`
- offene 2025-Kandidaten in Default Review: `0`
- Bulk-Confirms ausgeführt: `0`

Hinweis: Es existieren weiterhin historische bestätigte Nicht-2026-Budgettransaktionen in der Runtime, aber sie sind durch die 2026-Filter nicht Teil der aktiven 2026-Ansichten. Historie bleibt also erhalten, aber mischt sich nicht mehr ins Budgetjahr — endlich benehmen sich die Jahre wie Erwachsene.

## Tests

Bestanden:

- Python compile: OK
- pytest: `390 passed`
- npm test / Vitest: `24 passed`
- npm run build: OK
- git diff --check: OK
- Source Secret Scan: OK
- Frontend Build Secret Scan: OK
- Changed/Untracked Data Artifact Safety: OK

Bekannte harmlose Test-Warnings:
- Vue Router warnings in bestehenden Tests
- Vue route injection warning in bestehendem Budget test
Tests sind trotzdem grün.

## Git

- Branch: `feat/budget-phase-1-4`
- Commit: `37fbcbe4722b7fbf15fd5b0810c113d983e7ed40`
- Commit Message: `feat: harden budget 2026 core`
- Push: erfolgreich
- Remote-Hash: `37fbcbe4722b7fbf15fd5b0810c113d983e7ed40`
- Remote Match: Ja
- Working Tree: sauber

## Dashboard

Dashboard wurde neu gestartet und geprüft:

- Backend: `200`
- Frontend: `200`
- Backend: `http://127.0.0.1:8000`
- Frontend: `http://127.0.0.1:5173`

Neue PIDs:

- Backend PID: `499246`
- Frontend PID: `499256`

## Offene Bugs / Grenzen

- Kategorie-Dropdowns sind funktional gruppierungsfähig über den Tree-Endpoint, aber noch kein vollwertiges fuzzy Search-Combobox-Widget. Aktuell bleibt es ein Select mit klarer Kategorieauswahl.
- 2025 bestätigte historische Buchungen wurden nicht gelöscht oder inhaltlich verändert; sie bleiben Historie und werden nur nicht in 2026-Views eingerechnet.
- Die Charts sind bewusst MVP-light, keine überladene Analytics-Seite.
- Bestehende Synthetic/Test-Fixtures im Repo sind bereits versionierte Testdaten; keine neuen echten Dateien oder Runtime-Daten wurden ins Git aufgenommen.