--- 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
@@ -276,6 +276,75 @@
     return results

+def get_category_month_detail(conn: Connection, *, category_id: str, month: str) -> dict:
+    if not category_id or not month or len(month) < 7:
+        raise ValueError("category_id and month YYYY-MM are required")
+    cat = conn.execute("SELECT category_id, name, category_type FROM budget_categories WHERE category_id=?", (category_id,)).fetchone()
+    if not cat:
+        raise ValueError("category not found")
+    year = month[:4]
+    plan_rows = conn.execute(
+        """
+        SELECT * FROM budget_plan_items
+        WHERE is_active=1 AND category_id=? AND substr(plan_month,1,4)=?
+        """,
+        (category_id, year),
+    ).fetchall()
+    budget_month = sum((_monthly_plan_amount(p) for p in plan_rows), Decimal("0"))
+    tx_rows = conn.execute(
+        """
+        SELECT t.*, a.name AS account_name, c.name AS category_name,
+               COALESCE(li.line_item_count, 0) AS line_item_count
+        FROM budget_transactions t
+        JOIN budget_accounts a ON a.budget_account_id=t.account_id
+        LEFT JOIN budget_categories c ON c.category_id=t.category_id
+        LEFT JOIN (
+            SELECT transaction_candidate_id, COUNT(*) AS line_item_count
+            FROM budget_import_line_items
+            GROUP BY transaction_candidate_id
+        ) li ON li.transaction_candidate_id=t.source_candidate_id
+        WHERE t.status='confirmed' AND t.category_id=? AND substr(t.transaction_date,1,7)=?
+          AND t.transaction_type IN ('expense','fee','income','refund')
+        ORDER BY t.transaction_date, t.created_at
+        """,
+        (category_id, month),
+    ).fetchall()
+    actual = sum((Decimal(str(r["amount_chf"] or r["amount_original"] or "0")) for r in tx_rows), Decimal("0"))
+    difference = actual - budget_month
+    diff_pct = Decimal("0") if budget_month == 0 else (difference / budget_month * Decimal("100"))
+    status, color = _month_status(str(cat["category_type"]), actual, budget_month)
+    grouped: dict[str, Decimal] = {}
+    for row in tx_rows:
+        label = str(row["payee"] or row["account_name"] or row["source_type"] or "Quelle")
+        grouped[label] = grouped.get(label, Decimal("0")) + Decimal(str(row["amount_chf"] or row["amount_original"] or "0"))
+    breakdown = []
+    for label, value in sorted(grouped.items(), key=lambda kv: kv[1], reverse=True):
+        share = Decimal("0") if actual == 0 else (value / actual * Decimal("100"))
+        breakdown.append({"label": label, "amount_chf": _fmt(value), "share_percent": _fmt(share)})
+    transactions = []
+    for row in tx_rows:
+        item = row_to_dict(row)
+        item["line_item_count"] = int(row["line_item_count"] or 0)
+        item["article_rows_detail_only"] = bool(item["line_item_count"])
+        transactions.append(item)
+    return {
+        "category_id": category_id,
+        "category": str(cat["name"]),
+        "category_type": str(cat["category_type"]),
+        "month": month,
+        "budget_month": _fmt(budget_month),
+        "actual_chf": _fmt(actual),
+        "difference_chf": _fmt(difference),
+        "difference_percent": _fmt(diff_pct),
+        "status": status,
+        "bar_color": color,
+        "breakdown_mode": "merchant" if any(r["payee"] for r in tx_rows) else "source",
+        "breakdown": breakdown,
+        "transactions": transactions,
+        "expense_filter_url": f"/planning/budget/expenses/actual?year={year}&month={month}&category_id={category_id}",
+    }
+
+
 def get_budget_charts_2026(conn: Connection, *, year: str = "2026") -> dict:
     cash_rows = conn.execute(
         """


patch

    batch_mark_candidates,
    confirm_migros_receipts_2026,
    bulk_update_transaction_candidate_category,

    batch_mark_candidates,
    bulk_update_transaction_candidate_category,


--- 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
@@ -25,6 +25,7 @@
     apply_budget_rules_to_open_candidates,
     batch_confirm_safe_candidates,
     batch_mark_candidates,
+    confirm_migros_receipts_2026,
     bulk_update_transaction_candidate_category,
     confirm_candidate_split,
     confirm_transaction_candidate,

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


    preview_migros_receipts_2026,
    preview_batch_confirm_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
@@ -37,6 +37,7 @@
     list_budget_rules,
     list_transaction_candidates,
     mark_candidate_transfer,
+    preview_migros_receipts_2026,
     preview_batch_confirm_candidates,
     preview_safe_auto_candidates,
     preview_transaction_candidate,


from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, 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


--- 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
@@ -51,7 +51,7 @@
     test_budget_rule,
     update_transaction_candidate_category,
 )
-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_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, get_category_summary, get_income_status, get_monthly_summary
 from jarvis_finance.services.budget_plans import archive_budget_plan_item, confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items, list_income_plan_items, list_income_seed_candidates
 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("/status/categories/{category_id}/months/{month}")
def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):
    return get_category_month_detail(conn, category_id=category_id, month=month)

@router.get("/charts")

@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")


--- 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
@@ -91,6 +91,11 @@
     return get_budget_status_by_category(conn, year=year)

+@router.get("/status/categories/{category_id}/months/{month}")
+def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):
+    return get_category_month_detail(conn, category_id=category_id, month=month)
+
+
 @router.get("/charts")
 def budget_charts(year: str = "2026", conn: Connection = Depends(get_db)):
     return get_budget_charts_2026(conn, year=year)


@router.post("/transaction-candidates/migros-2026/preview")
def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):
    return preview_migros_receipts_2026(conn, year=str((payload or {}).get("year") or "2026"))

@router.post("/transaction-candidates/migros-2026/confirm")
def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):
    return confirm_migros_receipts_2026(conn, account_id=payload.get("account_id"), year=str(payload.get("year") or "2026"))

@router.post("/transaction-candidates/{candidate_id}/preview")


--- 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
@@ -238,6 +238,16 @@
     return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get("source_file_label") or "Budget Import", source_type=source_type)

+@router.post("/transaction-candidates/migros-2026/preview")
+def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):
+    return preview_migros_receipts_2026(conn, year=str((payload or {}).get("year") or "2026"))
+
+
+@router.post("/transaction-candidates/migros-2026/confirm")
+def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):
+    return confirm_migros_receipts_2026(conn, account_id=payload.get("account_id"), year=str(payload.get("year") or "2026"))
+
+
 @router.post("/transaction-candidates/{candidate_id}/preview")
 def transaction_candidates_preview(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):
     return preview_transaction_candidate(conn, candidate_id, payload or {})

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py">
ERROR [248:58] Argument of type "Unknown | None" cannot be assigned to parameter "account_id" of type "str" in function "confirm_migros_receipts_2026"
  Type "Unknown | None" is not assignable to type "str"
    "None" is not assignable to "str" [reportArgumentType] (Pyright)
</diagnostics>


def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):
    return confirm_migros_receipts_2026(conn, account_id=str(payload.get("account_id") or ""), year=str(payload.get("year") or "2026"))

def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):
    return confirm_migros_receipts_2026(conn, account_id=payload.get("account_id"), year=str(payload.get("year") or "2026"))


--- 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
@@ -245,7 +245,7 @@

 @router.post("/transaction-candidates/migros-2026/confirm")
 def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):
-    return confirm_migros_receipts_2026(conn, account_id=payload.get("account_id"), year=str(payload.get("year") or "2026"))
+    return confirm_migros_receipts_2026(conn, account_id=str(payload.get("account_id") or ""), year=str(payload.get("year") or "2026"))

 @router.post("/transaction-candidates/{candidate_id}/preview")


        SELECT t.*, a.name AS account_name, c.name AS category_name,
               COALESCE(li.line_item_count, 0) AS line_item_count
        FROM budget_transactions t
        JOIN budget_accounts a ON a.budget_account_id=t.account_id
        LEFT JOIN budget_categories c ON c.category_id=t.category_id
        LEFT JOIN (
            SELECT transaction_candidate_id, COUNT(*) AS line_item_count
            FROM budget_import_line_items
            GROUP BY transaction_candidate_id
        ) li ON li.transaction_candidate_id=t.source_candidate_id
        WHERE {' AND '.join(clauses)}

        SELECT t.*, a.name AS account_name, c.name AS category_name
        FROM budget_transactions t
        JOIN budget_accounts a ON a.budget_account_id=t.account_id
        LEFT JOIN budget_categories c ON c.category_id=t.category_id
        WHERE {' AND '.join(clauses)}


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py
@@ -224,10 +224,16 @@
         clauses.append("EXISTS (SELECT 1 FROM budget_transaction_tags xt JOIN budget_tags xg ON xg.tag_id=xt.tag_id WHERE xt.budget_transaction_id=t.budget_transaction_id AND lower(xg.name)=lower(?))"); params.append(tag)
     rows = conn.execute(
         f"""
-        SELECT t.*, a.name AS account_name, c.name AS category_name
+        SELECT t.*, a.name AS account_name, c.name AS category_name,
+               COALESCE(li.line_item_count, 0) AS line_item_count
         FROM budget_transactions t
         JOIN budget_accounts a ON a.budget_account_id=t.account_id
         LEFT JOIN budget_categories c ON c.category_id=t.category_id
+        LEFT JOIN (
+            SELECT transaction_candidate_id, COUNT(*) AS line_item_count
+            FROM budget_import_line_items
+            GROUP BY transaction_candidate_id
+        ) li ON li.transaction_candidate_id=t.source_candidate_id
         WHERE {' AND '.join(clauses)}
         ORDER BY t.transaction_date DESC, t.created_at DESC
         LIMIT 200


terminal

Output:
...                                                                      [100%]
3 passed in 0.36s


Explanation:
**Checking test classifications**

I need to consider that existing tests might fail due to changes in classification expectations. It sounds like I should run the budget for phase 15 to see how everything is aligning. I wonder if this will help me pinpoint any issues. I want to make sure I address potential discrepancies and keep everything on track. Let’s see how the budget phase goes and what we uncover from it!


Output:
F..F........                                                             [100%]
=================================== FAILURES ===================================
_ test_migros_article_rows_are_aggregated_to_receipts_with_line_items_and_threshold_rules _

    def test_migros_article_rows_are_aggregated_to_receipts_with_line_items_and_threshold_rules() -> None:
        conn = db(); cats = add_categories(conn)
        rows = [
            {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Brot", "Umsatz": "12.00"},
            {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Milch", "Umsatz": "9.00"},
            {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Haushalt", "Umsatz": "40.00"},
            {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Geschenk", "Umsatz": "20.00"},
        ]
        stats = seed_migros_candidates_from_rows(conn, rows, source_file_label="migros.csv", auto_category_id=cats["food"], threshold_chf="50.00")
        assert stats["receipt_candidate_count"] == 2
        assert stats["line_item_count"] == 4
>       assert stats["auto_assigned_count"] == 1
E       assert 2 == 1

tests/unit/test_budget_phase15_source_aware_imports.py:46: AssertionError
_ test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates _

    def test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates() -> None:
        conn = db(); cats = add_categories(conn)
        account = confirm_create_budget_account(conn, {"name": "Budget", "account_type": "cash", "currency": "CHF"})["entity_id"]
        seed_credit_card_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Beschreibung": "APPLE", "Betrag": "9.90"}], source_file_label="card.csv", subscription_category_id=cats["abos"])
        seed_migros_candidates_from_rows(conn, [{"Datum": "02.05.2026", "Zeit": "10:00", "Filiale": "M", "Kasse": "1", "Transaktion": "A", "Artikel": "X", "Umsatz": "12.00"}], source_file_label="migros.csv", auto_category_id=cats["food"])
        cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
        assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
        assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
        assert mark_candidate_transfer(conn, cid, note="own transfer")["status"] == "transfer_candidate"
        safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold"}])
>       assert safe["confirmed_count"] >= 1
E       assert 0 >= 1

tests/unit/test_budget_phase15_source_aware_imports.py:113: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_migros_article_rows_are_aggregated_to_receipts_with_line_items_and_threshold_rules
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates
2 failed, 10 passed in 0.71s


Bestehende alte Threshold-Tests zeigen erwartungsgemäß die Spezifikationsänderung. Ich aktualisiere sie auf die neue verbindliche Migros-Regel, nicht den Code zurück auf altes Verhalten.

patch

    assert stats["auto_assigned_count"] == 2
    assert stats["review_required_count"] == 0

    assert stats["auto_assigned_count"] == 1
    assert stats["review_required_count"] == 1


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
@@ -43,8 +43,8 @@
     stats = seed_migros_candidates_from_rows(conn, rows, source_file_label="migros.csv", auto_category_id=cats["food"], threshold_chf="50.00")
     assert stats["receipt_candidate_count"] == 2
     assert stats["line_item_count"] == 4
-    assert stats["auto_assigned_count"] == 1
-    assert stats["review_required_count"] == 1
+    assert stats["auto_assigned_count"] == 2
+    assert stats["review_required_count"] == 0
     candidates = list_transaction_candidates(conn)
     assert len(candidates) == 2
     assert all(c["source_type"] == "migros_receipt" for c in candidates)


    small = next(c for c in candidates if c["description"].startswith("Migros Bon"))
    assert all(c["requires_review"] is False for c in candidates)
    assert {c["proposed_category_id"] for c in candidates} == {cats["food"]}
    assert small["classification"] == "migros_receipt_food_household"

    small = next(c for c in candidates if c["requires_review"] is False)
    large = next(c for c in candidates if c["requires_review"] is True)
    assert small["proposed_category_id"] == cats["food"]
    assert large["review_reason"] == "migros_receipt_over_threshold"


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
@@ -49,10 +49,10 @@
     assert len(candidates) == 2
     assert all(c["source_type"] == "migros_receipt" for c in candidates)
     assert all("Brot" not in c["description"] and "Milch" not in c["description"] for c in candidates)
-    small = next(c for c in candidates if c["requires_review"] is False)
-    large = next(c for c in candidates if c["requires_review"] is True)
-    assert small["proposed_category_id"] == cats["food"]
-    assert large["review_reason"] == "migros_receipt_over_threshold"
+    small = next(c for c in candidates if c["description"].startswith("Migros Bon"))
+    assert all(c["requires_review"] is False for c in candidates)
+    assert {c["proposed_category_id"] for c in candidates} == {cats["food"]}
+    assert small["classification"] == "migros_receipt_food_household"
     assert conn.execute("SELECT COUNT(*) FROM budget_import_line_items").fetchone()[0] == 4


safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold", "migros_receipt_food_household"}])

safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold"}])


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
@@ -109,7 +109,7 @@
     assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
     assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
     assert mark_candidate_transfer(conn, cid, note="own transfer")["status"] == "transfer_candidate"
-    safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold"}])
+    safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold", "migros_receipt_food_household"}])
     assert safe["confirmed_count"] >= 1
     assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type IN ('budget_transaction_candidate','budget_transaction_candidate_split')").fetchone()[0] >= 3


terminal

Output:
...F...........                                                          [100%]
=================================== FAILURES ===================================
_ test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates _

    def test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates() -> None:
        conn = db(); cats = add_categories(conn)
        account = confirm_create_budget_account(conn, {"name": "Budget", "account_type": "cash", "currency": "CHF"})["entity_id"]
        seed_credit_card_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Beschreibung": "APPLE", "Betrag": "9.90"}], source_file_label="card.csv", subscription_category_id=cats["abos"])
        seed_migros_candidates_from_rows(conn, [{"Datum": "02.05.2026", "Zeit": "10:00", "Filiale": "M", "Kasse": "1", "Transaktion": "A", "Artikel": "X", "Umsatz": "12.00"}], source_file_label="migros.csv", auto_category_id=cats["food"])
        cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
        assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
        assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
        assert mark_candidate_transfer(conn, cid, note="own transfer")["status"] == "transfer_candidate"
        safe = batch_confirm_safe_candidates(conn, account_id=account, candidate_ids=[c["transaction_candidate_id"] for c in list_transaction_candidates(conn) if c["classification"] in {"subscription_auto", "migros_auto_under_threshold", "migros_receipt_food_household"}])
>       assert safe["confirmed_count"] >= 1
E       assert 0 >= 1

tests/unit/test_budget_phase15_source_aware_imports.py:113: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates
1 failed, 14 passed in 0.93s


Explanation:
**Considering categorization updates**

I'm wondering why the count is 0. Could it be that APPLE updated, split, or transferred something? It seems like the first list is sorted by created_at, perhaps related to Apple. Then, there’s Migros, which remains in the set. I think I need to classify it properly and check its status. The allowed safe status includes auto_categorized, but I need to ensure that I account for those where the status is pending as well.

patch

        status IN ('pending','auto_categorized')
        AND COALESCE(requires_review, 0)=0

        status='pending'
        AND COALESCE(requires_review, 0)=0


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -862,7 +862,7 @@

 def _safe_auto_candidate_where() -> str:
     return """
-        status='pending'
+        status IN ('pending','auto_categorized')
         AND COALESCE(requires_review, 0)=0
         AND duplicate_of_transaction_id IS NULL
         AND COALESCE(covered_by_source, '')=''


terminal

Output:
...............                                                          [100%]
15 passed in 0.79s


Backend GREEN für den fokussierten Testblock. Ich baue jetzt die Vue-Fläche: Monatschart im Kategorie-Drawer, Chart-Click-Drilldown, Donut/Breakdown, Buchungstabelle und Filter-Link.

Explanation:
**Planning frontend updates**

I need to focus on implementing the frontend updates. First, I should ensure that the types in the API are correctly updated, so everything functions smoothly. It's crucial to keep the user experience in mind while making these changes. I wonder if there are any specific aspects I should pay extra attention to during the implementation. Let's make sure everything is consistent and well-documented as I move forward.

todo

Backend implementieren: Migros 2026 Dry-Run/Autobook Service, Audit, receipt-level details, monthly analytics DTO/API

Frontend implementieren: Budgetstatus Monatsdiagramm, Drilldown, Donut, Detailtabelle, Ausgaben-Link; Migros Drawer Details


Arbeitsbasis prüfen: Git-Status, Budget/Migros/API/Vue-Struktur, laufende Prozesse inventarisieren

RED-Tests Backend Migros-Regel/Confirm/Audit/no-articles/no-CC-duplicate und Budgetstatus Monatsanalytics schreiben

RED-Tests Frontend Budgetstatus Row Click, Monatschart, Drilldown, Link Effektive Ausgaben schreiben

Runtime Backup + Dry Run + autorisierte produktive Migros-Receipt-Buchung 2026 aggregate-only ausführen und Audit verifizieren

Verification gates: compile, pytest, npm test/build, scans, Git-safety, diff-check

Commit, Push, Remote-Hash, Dashboard Restart/Tailscale Sanity, Abschlussbericht


patch

export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; payee?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; line_item_count?: number; article_rows_detail_only?: boolean }
export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }
export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }

export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; status: string }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -3,7 +3,9 @@
 export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }
 export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; color?: string | null; icon?: string | null; transaction_count?: number; expense_sum_chf?: string | number; active_plan_count?: number; children?: BudgetCategory[] }
 export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }
-export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; status: string }
+export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; transaction_date: string; transaction_type: string; description: string; payee?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; line_item_count?: number; article_rows_detail_only?: boolean }
+export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }
+export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }
 export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown> }
 export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }
 export type BudgetSeedCandidate = {

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


export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_year_to_date: string; monthly_actuals?: Record<string, string>; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }

export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_year_to_date: string; monthly_actuals?: Record<string, string>; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -27,7 +27,7 @@
   notes?: string | null
 }
 export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
-export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_year_to_date: string; monthly_actuals?: Record<string, string>; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }
+export type BudgetStatusRow = { category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_year_to_date: string; monthly_actuals?: Record<string, string>; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }
 export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; rule_id?: string | null; rule_name?: string | null; account_source?: string | null; covered_by_source?: string | null }
 export type BudgetReviewSummary = { open_total: number; auto_categorized: number; review_needed: number; galaxus_digitec: number; migros_over_50: number; covered_by_migros: number; unclear: number; possible_duplicates: number }
 export type BudgetRule = { rule_id: string; merchant_contains: string; source_type?: string | null; category_id?: string | null; category_name?: string | null; target_status: string; is_active: boolean }


export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)
export const getBudgetCharts = (year = '2026') => apiGet<BudgetCharts>(`/api/budget/charts?year=${year}`)

export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
export const getBudgetCharts = (year = '2026') => apiGet<BudgetCharts>(`/api/budget/charts?year=${year}`)


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts
@@ -38,6 +38,7 @@

 export const getBudgetOverview = (month = '2026-01') => apiGet<BudgetOverview>(`/api/budget/overview?month=${month}`)
 export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
+export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)
 export const getBudgetCharts = (year = '2026') => apiGet<BudgetCharts>(`/api/budget/charts?year=${year}`)
 export const getIncomeStatus = (year = '2026') => apiGet<Record<string, unknown>>(`/api/budget/income/status?year=${year}`)
 export const getIncomePlans = (year = '2026') => apiGet<IncomePlan[]>(`/api/budget/income/plans?year=${year}`)


Explanation:
**Updating Vue components**

I'm looking to patch the Vue application. First, I need to import the type and create a `selectedMonthDetail` ref. I think it makes sense to add a section in the aside, right after the header and before the filters. Also, I'll be working on functions like `barClass`, `loadMonthDetail`, and `barHeight`, along with a reset function. I'll double-check that the href is set up correctly and make sure to revise the import line.

Monatsanalyse

Säulen = effektive Ausgaben je Monat · Budgetlinie = {{ formatMaybeMoney(selected.budget_month) }}

          Budgetlinie

          <button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">
            {{ formatMoney(m.actual_chf) }}

            {{ m.month_label }}
          </button>

Monatsdetail

{{ monthDetail.category }} · {{ monthDetail.month }}

          <button class="rounded-lg border border-slate-700 px-3 py-2 text-xs text-slate-200" @click="monthDetail = null">Schließen</button>

Budget Monat

{{ formatMoney(monthDetail.budget_month) }}

Effektive Ausgaben

{{ formatMoney(monthDetail.actual_chf) }}

Differenz

{{ formatMoney(monthDetail.difference_chf) }}

Differenz Prozent

{{ monthDetail.difference_percent }} %

Status

{{ monthDetail.status }}

Aufteilung nach {{ monthDetail.breakdown_mode }}

{{ part.label }}{{ formatMoney(part.amount_chf) }} · {{ part.share_percent }} %

<div class="h-2 rounded bg-cyan-400" :style="{ width: `${Math.min(100, Number(part.share_percent || 0))}%` }">

Keine Unterstruktur vorhanden.

          Effektive Ausgaben gefiltert öffnen

Datum	Händler/Beschreibung	Betrag	Quelle	Status

{{ tx.transaction_date }}	{{ tx.payee || tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten	{{ formatMoney(tx.amount_chf || tx.amount_original) }}	{{ tx.source_type || tx.account_name }}	{{ tx.status }}

<div class="mt-5 grid gap-3 md:grid-cols-5">


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -119,6 +119,55 @@

         <button class="rounded-lg border border-slate-700 px-3 py-2 text-sm text-slate-200" @click="selected = null">Schließen</button>

+

+

+

+
Monatsanalyse

+
Säulen = effektive Ausgaben je Monat · Budgetlinie = {{ formatMaybeMoney(selected.budget_month) }}

+

+          Budgetlinie
+

+

+          <button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">
+            {{ formatMoney(m.actual_chf) }}
+
+            {{ m.month_label }}
+          </button>
+

+

+
+

+

+
Monatsdetail

+
{{ monthDetail.category }} · {{ monthDetail.month }}

+

+          <button class="rounded-lg border border-slate-700 px-3 py-2 text-xs text-slate-200" @click="monthDetail = null">Schließen</button>
+

+

+

Budget Monat

{{ formatMoney(monthDetail.budget_month) }}

+

Effektive Ausgaben

{{ formatMoney(monthDetail.actual_chf) }}

+

Differenz

{{ formatMoney(monthDetail.difference_chf) }}

+

Differenz Prozent

{{ monthDetail.difference_percent }} %

+

Status

{{ monthDetail.status }}

+

+

+
Aufteilung nach {{ monthDetail.breakdown_mode }}

+

+
{{ part.label }}{{ formatMoney(part.amount_chf) }} · {{ part.share_percent }} %

+
<div class="h-2 rounded bg-cyan-400" :style="{ width: `${Math.min(100, Number(part.share_percent || 0))}%` }">

+

+
Keine Unterstruktur vorhanden.

+

+

+          Effektive Ausgaben gefiltert öffnen
+

+

+

+

Datum	Händler/Beschreibung	Betrag	Quelle	Status

+

{{ tx.transaction_date }}	{{ tx.payee || tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten	{{ formatMoney(tx.amount_chf || tx.amount_original) }}	{{ tx.source_type || tx.account_name }}	{{ tx.status }}

+

+

+

         <input v-model="filters.month" placeholder="Monat YYYY-MM" class="rounded-lg border border-slate-700 bg-slate-900 px-3 py-2 text-sm text-white" />
         <input v-model="filters.account_id" placeholder="Konto-ID" class="rounded-lg border border-slate-700 bg-slate-900 px-3 py-2 text-sm text-white" />

No linter for .vue files


import { getBudgetCategories, getBudgetCharts, getBudgetOverview, getBudgetTransactions, getCategoryMonthDetail, updateBudgetTransaction, type BudgetCategory, type BudgetCharts, type BudgetMonthDetail, type BudgetOverview, type BudgetStatusRow, type BudgetTransaction } from '@/api/budget'

import { getBudgetCategories, getBudgetCharts, getBudgetOverview, getBudgetTransactions, updateBudgetTransaction, type BudgetCategory, type BudgetCharts, type BudgetOverview, type BudgetStatusRow, type BudgetTransaction } from '@/api/budget'


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -196,7 +196,7 @@
 </template>
 <script setup lang="ts">
 import { computed, onMounted, reactive, ref } from 'vue'
-import { getBudgetCategories, getBudgetCharts, getBudgetOverview, getBudgetTransactions, updateBudgetTransaction, type BudgetCategory, type BudgetCharts, type BudgetOverview, type BudgetStatusRow, type BudgetTransaction } from '@/api/budget'
+import { getBudgetCategories, getBudgetCharts, getBudgetOverview, getBudgetTransactions, getCategoryMonthDetail, updateBudgetTransaction, type BudgetCategory, type BudgetCharts, type BudgetMonthDetail, type BudgetOverview, type BudgetStatusRow, type BudgetTransaction } from '@/api/budget'
 import { formatMaybeMoney, formatMoney } from '@/utils/formatters'
 const overview = ref<BudgetOverview | null>(null)
 const charts = ref<BudgetCharts | null>(null)

No linter for .vue files


const selected = ref<BudgetStatusRow | null>(null)
const monthDetail = ref<BudgetMonthDetail | null>(null)
const transactions = ref<BudgetTransaction[]>([])

const selected = ref<BudgetStatusRow | null>(null)
const transactions = ref<BudgetTransaction[]>([])


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -203,6 +203,7 @@
 const activeYear = ref('2026')
 const categories = ref<BudgetCategory[]>([])
 const selected = ref<BudgetStatusRow | null>(null)
+const monthDetail = ref<BudgetMonthDetail | null>(null)
 const transactions = ref<BudgetTransaction[]>([])
 const edits = reactive<Record<string, { category_id: string; description: string; tag_names: string }>>({})
 const filters = reactive({ month: '', account_id: '', merchant: '', tag: '', status: '' })

No linter for .vue files


function chartWidth(actual: string, budget: string) {
  const a = Number(actual || 0); const b = Math.max(Number(budget || 0), 1)
  return `${Math.min(100, Math.round((a / b) * 100))}%`
}
function barClass(color: string) {
  if (color === 'red') return 'bg-red-500'
  if (color === 'yellow') return 'bg-yellow-400'
  if (color === 'green') return 'bg-emerald-500'
  return 'bg-slate-600'
}
function barHeight(actual: string, budget: string) {
  const a = Math.max(Number(actual || 0), 0)
  const b = Math.max(Number(budget || 0), a, 1)
  return `${Math.max(6, Math.round((a / b) * 150))}px`
}
async function refresh() { overview.value = await getBudgetOverview(`${activeYear.value}-01`); charts.value = await getBudgetCharts(activeYear.value); categories.value = await getBudgetCategories() }
async function openCategory(row: BudgetStatusRow) { selected.value = row; monthDetail.value = null; filters.month = ''; filters.account_id = ''; filters.merchant = ''; filters.tag = ''; filters.status = ''; await loadTransactions() }
async function loadMonthDetail(month: string) {
  if (!selected.value) return
  monthDetail.value = await getCategoryMonthDetail(selected.value.category_id, month)
}
async function loadTransactions() {

function chartWidth(actual: string, budget: string) {
  const a = Number(actual || 0); const b = Math.max(Number(budget || 0), 1)
  return `${Math.min(100, Math.round((a / b) * 100))}%`
}
async function refresh() { overview.value = await getBudgetOverview(`${activeYear.value}-01`); charts.value = await getBudgetCharts(activeYear.value); categories.value = await getBudgetCategories() }
async function openCategory(row: BudgetStatusRow) { selected.value = row; filters.month = ''; filters.account_id = ''; filters.merchant = ''; filters.tag = ''; filters.status = ''; await loadTransactions() }
async function loadTransactions() {


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -238,8 +238,23 @@
   const a = Number(actual || 0); const b = Math.max(Number(budget || 0), 1)
   return `${Math.min(100, Math.round((a / b) * 100))}%`
 }
+function barClass(color: string) {
+  if (color === 'red') return 'bg-red-500'
+  if (color === 'yellow') return 'bg-yellow-400'
+  if (color === 'green') return 'bg-emerald-500'
+  return 'bg-slate-600'
+}
+function barHeight(actual: string, budget: string) {
+  const a = Math.max(Number(actual || 0), 0)
+  const b = Math.max(Number(budget || 0), a, 1)
+  return `${Math.max(6, Math.round((a / b) * 150))}px`
+}
 async function refresh() { overview.value = await getBudgetOverview(`${activeYear.value}-01`); charts.value = await getBudgetCharts(activeYear.value); categories.value = await getBudgetCategories() }
-async function openCategory(row: BudgetStatusRow) { selected.value = row; filters.month = ''; filters.account_id = ''; filters.merchant = ''; filters.tag = ''; filters.status = ''; await loadTransactions() }
+async function openCategory(row: BudgetStatusRow) { selected.value = row; monthDetail.value = null; filters.month = ''; filters.account_id = ''; filters.merchant = ''; filters.tag = ''; filters.status = ''; await loadTransactions() }
+async function loadMonthDetail(month: string) {
+  if (!selected.value) return
+  monthDetail.value = await getCategoryMonthDetail(selected.value.category_id, month)
+}
 async function loadTransactions() {
   if (!selected.value) return
   const params = new URLSearchParams({ category_id: selected.value.category_id, year: activeYear.value })

No linter for .vue files


terminal

npm test -- --run src/pages/BudgetPhase1.test.ts


{"output": "> jarvis-finance-dashboard-vue@0.0.0 test\n> vitest run --environment jsdom --run src/pages/BudgetPhase1.test.ts\n\n\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\n\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\n[Vue warn]: injection \"Symbol(route location)\" not found. \n  at <BudgetTransactionsPage ref=\"VTU_COMPONENT\" > \n  at <VTUROOT>\n\n ❯ src/pages/BudgetPhase1.test.ts (5 tests | 1 failed) 157ms\n     ✓ shows Budget navigation instead of later placeholder 29ms\n     ✓ renders Budget Overview with current month KPIs and latest transactions 36ms\n     ✓ renders transactions workflow and confirms via API after preview summary 47ms\n     ✓ supports category preview confirm workflows without exposing raw IDs 19ms\n     × opens category monthly chart and chart-click month drilldown with expenses filter link 24ms\n\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\n\n FAIL  src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > opens category monthly chart and chart-click month drilldown with expenses filter link\nAssertionError: expected [ 'flex', 'flex-1', 'flex-col', …(8) ] to include 'bg-red-500'\n ❯ src/pages/BudgetPhase1.test.ts:151:71\n    149|     expect(wrapper.text()).toContain('Monatsanalyse')\n    150|     expect(wrapper.text()).toContain('Budgetlinie')\n    151|     expect(wrapper.find('[data-test=\"month-bar-2026-01\"]').classes()).…\n       |                                                                       ^\n    152|     expect(wrapper.find('[data-test=\"month-bar-2026-02\"]').classes()).…\n    153|     await wrapper.get('[data-test=\"month-bar-2026-01\"]').trigger('clic…\n\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\n\n\n Test Files  1 failed (1)\n      Tests  1 failed | 4 passed (5)\n   Start at  18:54:02\n   Duration  1.44s (transform 442ms, setup 0ms, import 576ms, tests 157ms, environment 572ms)", "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:
**Adjusting class application**

I see that the test expects a class on the button, but it appears I'm only applying it to the span instead. Oops! I need to make sure I add that class to the button as well. It’s important to keep consistency in the code to prevent issues during testing. I'll make those adjustments to ensure everything works smoothly. It’s all about getting it right!

patch

<button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" :class="barClass(m.bar_color)" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">

<button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -128,7 +128,7 @@
           Budgetlinie

-          <button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">
+          <button v-for="m in selected.monthly_analysis || []" :key="m.month" :data-test="`month-bar-${m.month}`" :class="barClass(m.bar_color)" class="flex flex-1 flex-col items-center justify-end gap-2 rounded-t-lg px-1 text-xs text-slate-300 hover:bg-slate-800/70" @click="loadMonthDetail(m.month)">
             {{ formatMoney(m.actual_chf) }}

             {{ m.month_label }}

No linter for .vue files


terminal

{"output": "> jarvis-finance-dashboard-vue@0.0.0 test\n> vitest run --environment jsdom --run src/pages/BudgetPhase1.test.ts\n\n\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\n\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\n[Vue warn]: injection \"Symbol(route location)\" not found. \n  at <BudgetTransactionsPage ref=\"VTU_COMPONENT\" > \n  at <VTUROOT>\n\n ❯ src/pages/BudgetPhase1.test.ts (5 tests | 1 failed) 147ms\n     ✓ shows Budget navigation instead of later placeholder 24ms\n     ✓ renders Budget Overview with current month KPIs and latest transactions 30ms\n     ✓ renders transactions workflow and confirms via API after preview summary 40ms\n     ✓ supports category preview confirm workflows without exposing raw IDs 17ms\n     × opens category monthly chart and chart-click month drilldown with expenses filter link 35ms\n\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\n\n FAIL  src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > opens category monthly chart and chart-click month drilldown with expenses filter link\nAssertionError: expected 'DatumHändler/BeschreibungBetragQuelle…' to contain 'Migros Bon'\n\nExpected: \"Migros Bon\"\nReceived: \"DatumHändler/BeschreibungBetragQuelleStatus2026-01-10Migros Test2 Artikelzeilen · nur DetaildatenCHF 120.00import_candidateconfirmed\"\n\n ❯ src/pages/BudgetPhase1.test.ts:160:69\n    158|     expect(wrapper.text()).toContain('20.00 %')\n    159|     expect(wrapper.find('[data-test=\"month-breakdown-donut\"]').exists(…\n    160|     expect(wrapper.find('[data-test=\"month-detail-table\"]').text()).to…\n       |                                                                     ^\n    161|     expect(wrapper.find('[data-test=\"expenses-filter-link\"]').attribut…\n    162|   })\n\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\n\n\n Test Files  1 failed (1)\n      Tests  1 failed | 4 passed (5)\n   Start at  18:54:17\n   Duration  1.42s (transform 449ms, setup 0ms, import 575ms, tests 147ms, environment 575ms)", "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.]


patch

{{ tx.payee || tx.description }}{{ tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten

{{ tx.payee || tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetOverviewPage.vue
@@ -164,7 +164,7 @@

Datum	Händler/Beschreibung	Betrag	Quelle	Status

-

{{ tx.transaction_date }}	{{ tx.payee || tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten	{{ formatMoney(tx.amount_chf || tx.amount_original) }}	{{ tx.source_type || tx.account_name }}	{{ tx.status }}

+

{{ tx.transaction_date }}	{{ tx.payee || tx.description }}{{ tx.description }}{{ tx.line_item_count }} Artikelzeilen · nur Detaildaten	{{ formatMoney(tx.amount_chf || tx.amount_original) }}	{{ tx.source_type || tx.account_name }}	{{ tx.status }}

No linter for .vue files


terminal

Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/BudgetPhase1.test.ts

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

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/BudgetPhase1.test.ts (5 tests) 148ms

 Test Files  1 passed (1)
      Tests  5 passed (5)
   Start at  18:54:31
   Duration  1.42s (transform 459ms, setup 0ms, import 592ms, tests 148ms, environment 557ms)


Frontend GREEN für den gezielten Test. Als Nächstes kommt der produktive Runtime-Teil: erst Backup, dann Dry Run mit ausschließlich Counts, dann autorisiertes Migros-Receipt-Confirm.

Explanation:
**Planning backups and tests**

I need to consider running everything on the front end later, but before that, it’s probably best to conduct full tests on the backend. I want to ensure the runtime has backup, and I’ll confirm that too. Also, I need to gather information on the runtime discovery counts and the utility for backups. It feels like a lot to manage, but I think everything will come together once I search for that info!


test -f /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3 && echo DB_OK || echo DB_MISSING; du -h /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3 2>/dev/null || true


Output:
DB_OK
14M	/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3


set -euo pipefail
DB=/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3
BACKUP_DIR=/home/agent/jarvis_runtime/finance-system/backups
mkdir -p "$BACKUP_DIR"
TS=$(date -u +%Y%m%dT%H%M%SZ)
BACKUP="$BACKUP_DIR/finance-migros-phase111-$TS.sqlite3"
cp "$DB" "$BACKUP"
sha256sum "$DB" "$BACKUP" | awk '{print $2":"$1}'
python3 - <<'PY'
from pathlib import Path
repo=Path('/home/agent/.hermes/repos/FinanceManager').resolve()
backup=Path('/home/agent/jarvis_runtime/finance-system/backups')
print('backup_outside_repo=' + str(not backup.resolve().is_relative_to(repo)))
print('backup_exists=' + str(any(backup.glob('finance-migros-phase111-*.sqlite3'))))
PY


Backup ist erstellt und SHA-verifiziert, außerhalb des Repos. Ich führe jetzt den Dry Run aggregate-only aus und danach die autorisierte Runtime-Mutation: Artikel-Kandidaten superseden, offene Migros-Bons 2026 als bestätigte Ausgaben in **Essen & Haushalt** buchen, Kreditkarten-Migros unberührt `covered_by_migros` lassen.

PYTHONPATH=src python3 - <<'PY'
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrations
from jarvis_finance.services.budget_imports import preview_migros_receipts_2026
DB='/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'
conn=connect(DB)
apply_migrations(conn)
preview=preview_migros_receipts_2026(conn, year='2026')
print('DRY_RUN_COUNTS')
for key in ['receipt_candidate_count','confirmed_receipt_count','open_receipt_count','covered_by_migros_count','line_item_count','article_candidate_count']:
    print(f'{key}={preview.get(key)}')
print('dry_run=True')
PY


Output:
DRY_RUN_COUNTS
receipt_candidate_count=49
confirmed_receipt_count=2
open_receipt_count=47
covered_by_migros_count=51
line_item_count=1448
article_candidate_count=0
dry_run=True


PYTHONPATH=src python3 - <<'PY'
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migrations
from jarvis_finance.services.budget_imports import cleanup_migros_article_candidates, confirm_migros_receipts_2026, preview_migros_receipts_2026
DB='/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'
conn=connect(DB)
apply_migrations(conn)
account = conn.execute("SELECT budget_account_id FROM budget_accounts WHERE is_active=1 ORDER BY CASE WHEN account_type IN ('checking','cash') THEN 0 ELSE 1 END, created_at LIMIT 1").fetchone()
if not account:
    raise SystemExit('NO_ACTIVE_BUDGET_ACCOUNT')
cleanup = cleanup_migros_article_candidates(conn, dry_run=False)
result = confirm_migros_receipts_2026(conn, account_id=account['budget_account_id'], year='2026')
after = preview_migros_receipts_2026(conn, year='2026')
food = conn.execute("SELECT category_id FROM budget_categories WHERE is_active=1 AND lower(name)=lower('Essen & Haushalt') ORDER BY sort_order LIMIT 1").fetchone()['category_id']
wrong_cat = conn.execute("SELECT COUNT(*) FROM budget_transactions t JOIN budget_transaction_candidates c ON c.transaction_candidate_id=t.source_candidate_id WHERE c.source_type='migros_receipt' AND substr(t.transaction_date,1,4)='2026' AND t.status='confirmed' AND t.category_id<>?", (food,)).fetchone()[0]
line_tx = conn.execute("SELECT COUNT(*) FROM budget_transactions WHERE source_type='migros_line_item'").fetchone()[0]
card_migros_tx = conn.execute("SELECT COUNT(*) FROM budget_transactions t JOIN budget_transaction_candidates c ON c.transaction_candidate_id=t.source_candidate_id WHERE c.status='covered_by_migros'").fetchone()[0]
audit = conn.execute("SELECT COUNT(*) FROM audit_log WHERE action IN ('migros_receipts_2026_confirmed','candidate_confirmed','cleanup_migros_article_candidates')").fetchone()[0]
print('MUTATION_COUNTS')
print(f'article_superseded_count={cleanup.get("superseded_count")}')
print(f'confirmed_count={result.get("confirmed_count")}')
print(f'skipped_count={result.get("skipped_count")}')
print(f'error_count={len(result.get("errors", []))}')
print(f'open_receipt_count_after={after.get("open_receipt_count")}')
print(f'confirmed_receipt_count_after={after.get("confirmed_receipt_count")}')
print(f'covered_by_migros_count_after={after.get("covered_by_migros_count")}')
print(f'wrong_migros_category_count={wrong_cat}')
print(f'line_item_transaction_count={line_tx}')
print(f'covered_card_transaction_count={card_migros_tx}')
print(f'audit_event_count={audit}')
PY


Output:
MUTATION_COUNTS
article_superseded_count=0
confirmed_count=47
skipped_count=0
error_count=0
open_receipt_count_after=0
confirmed_receipt_count_after=49
covered_by_migros_count_after=51
wrong_migros_category_count=0
line_item_transaction_count=0
covered_card_transaction_count=0
audit_event_count=72


Explanation:
**Verifying food budget**

I need to verify the budget status for food, which includes checking the Migros count but not the amount. My focus is on counting the items or categories rather than tracking specific amounts. It's essential to ensure that I'm managing the budget effectively, so I'll make sure to look into the count details! I wonder if this will affect the overall food planning. Let's see what I find.

PYTHONPATH=src python3 - <<'PY'
from jarvis_finance.storage.database import connect
from jarvis_finance.services.budget_overview import get_budget_status_by_category
DB='/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'
conn=connect(DB)
rows=get_budget_status_by_category(conn, year='2026')
food=[r for r in rows if r['category']=='Essen & Haushalt']
print('BUDGETSTATUS_CHECK')
print('food_row_present=' + str(bool(food)))
if food:
    row=food[0]
    nonzero=sum(1 for v in row['monthly_actuals'].values() if v != '0.00')
    print('food_months_with_actuals=' + str(nonzero))
    print('food_has_monthly_analysis=' + str(len(row.get('monthly_analysis', [])) == 12))
    print('food_status=' + str(row.get('status')))
PY


Output:
BUDGETSTATUS_CHECK
food_row_present=True
food_months_with_actuals=5
food_has_monthly_analysis=True
food_status=ohne Budget


Runtime-Mutation ist abgeschlossen, aggregate-only: offene Migros-Bons wurden bestätigt, Artikelzeilen nicht als Transaktionen gebucht, Kreditkarten-Migros blieben covered. Jetzt kommt die komplette Verifikationskaskade.

Explanation:
**Verifying budget status**

I need to ensure I have full verification. But hmm, I should note the status as "budget-less" since there isn’t a plan. The user wants to include budget status, so I’ll keep that in mind. I also need to run and compile tests, like pytest and npm build scans. Do I need to route updates? I might need to check the runtime with new code, but if the server’s running old, I might have to restart later. Full tests are essential!


Output:
Listing 'src'...
Listing 'src/jarvis_finance'...
Listing 'src/jarvis_finance/api'...
Listing 'src/jarvis_finance/api/routers'...
Compiling 'src/jarvis_finance/api/routers/budget.py'...
Listing 'src/jarvis_finance/api/schemas'...
Listing 'src/jarvis_finance/audit'...
Listing 'src/jarvis_finance/budget'...
Listing 'src/jarvis_finance/cli'...
Listing 'src/jarvis_finance/config'...
Listing 'src/jarvis_finance/crypto'...
Listing 'src/jarvis_finance/dashboard'...
Listing 'src/jarvis_finance/dashboard/components'...
Listing 'src/jarvis_finance/dashboard/pages'...
Listing 'src/jarvis_finance/dashboard/views'...
Listing 'src/jarvis_finance/equity'...
Listing 'src/jarvis_finance/fx'...
Listing 'src/jarvis_finance/imports'...
Listing 'src/jarvis_finance/ledger'...
Listing 'src/jarvis_finance/market'...
Listing 'src/jarvis_finance/market_data'...
Listing 'src/jarvis_finance/models'...
Listing 'src/jarvis_finance/quality'...
Listing 'src/jarvis_finance/reports'...
Listing 'src/jarvis_finance/reports/templates'...
Listing 'src/jarvis_finance/runtime'...
Listing 'src/jarvis_finance/services'...
Listing 'src/jarvis_finance/storage'...
Listing 'tests'...
Listing 'tests/fixtures'...
Listing 'tests/integration'...
Listing 'tests/unit'...
Compiling 'tests/unit/test_budget_phase111_migros_monthly_analytics.py'...
Compiling 'tests/unit/test_budget_phase15_source_aware_imports.py'...


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) 89ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 112ms
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/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space
[Vue warn]: injection "Symbol(route location)" not found.
  at <AppLayout ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/CryptoPage.test.ts (2 tests) 192ms
stderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/MobileUx.test.ts (5 tests) 269ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 295ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 329ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 274ms
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/income"
[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"
[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/expenses/actual"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/planning/budget/income"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/equity"

 ✓ src/App.test.ts (1 test) 64ms
 ✓ src/utils/formatters.test.ts (2 tests) 21ms
 ✓ src/api/client.test.ts (2 tests) 6ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 30ms

 Test Files  11 passed (11)
      Tests  32 passed (32)
   Start at  18:56:00
   Duration  3.53s (transform 4.15s, setup 0ms, import 6.94s, tests 1.68s, environment 10.81s)


Output:
........................................................................ [ 18%]
......F................................................................. [ 36%]
........................................................................ [ 54%]
........................................................................ [ 72%]
........................................................................ [ 90%]
....................................                                     [100%]
=================================== FAILURES ===================================
____ test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits ____

    def test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits() -> None:
        conn = db()
        cats = add_categories(conn)
        seed_credit_card_candidates_from_rows(conn, [row("Migros MMM")], source_file_label="phase16_card.csv")
        seed_migros_candidates_from_rows(
            conn,
            [
                {"Datum": "2026-02-03", "Zeit": "10:00", "Filiale": "Migros Baden", "Kasse": "1", "Transaktion": "A", "Artikel": "A", "Umsatz": "10.00"},
                {"Datum": "2026-02-04", "Zeit": "11:00", "Filiale": "Migros Baden", "Kasse": "1", "Transaktion": "B", "Artikel": "B", "Umsatz": "60.00"},
            ],
            source_file_label="phase16_migros.csv",
            auto_category_id=cats["Essen & Haushalt"],
        )

        result = apply_user_budget_rules_to_candidates(conn, year="2026")

        assert result["covered_by_migros_count"] == 1
>       assert result["migros_under_50_count"] == 1
E       assert 2 == 1

tests/unit/test_budget_phase16_user_rules.py:126: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase16_user_rules.py::test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits
1 failed, 395 passed in 37.99s


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

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

transforming...✓ 96 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-C4glte1x.css   23.76 kB │ gzip:  5.31 kB
dist/assets/index-D-qcKtXC.js   248.81 kB │ gzip: 71.96 kB

✓ built in 1.00s


Full pytest fand noch einen alten Phase-1.6-Threshold-Assert. Ich aktualisiere ihn auf die neue Migros-Regel: beide Bons auto Essen & Haushalt, keine over-50 Review mehr.


     1|from __future__ import annotations
     2|
     3|from jarvis_finance.services.budget_categories import confirm_create_category
     4|from jarvis_finance.services.budget_imports import (
     5|    apply_user_budget_rules_to_candidates,
     6|    create_candidate_split,
     7|    list_transaction_candidates,
     8|    seed_credit_card_candidates_from_rows,
     9|    seed_migros_candidates_from_rows,
    10|    update_transaction_candidate_category,
    11|)
    12|from jarvis_finance.storage.database import connect_memory
    13|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
    14|
    15|
    16|def db():
    17|    conn = connect_memory()
    18|    apply_migrations(conn)
    19|    return conn
    20|
    21|
    22|def add_categories(conn):
    23|    names = [
    24|        "Essen & Haushalt",
    25|        "Hausrat / Möbel & Garten",
    26|        "Freizeit / Ausflüge / Abos",
    27|        "Gesundheit / Medizin",
    28|        "Auto / Transport",
    29|        "Shopping / Kleidung & Elektronik",
    30|        "Haustiere",
    31|        "Sonstiges / Administration",
    32|    ]
    33|    ids = {}
    34|    for idx, name in enumerate(names):
    35|        ids[name] = confirm_create_category(conn, {"name": name, "category_type": "expense", "sort_order": idx})["entity_id"]
    36|    return ids
    37|
    38|
    39|def row(description: str, amount: str = "12.00", date: str = "2026-02-03") -> dict[str, str]:
    40|    return {"Datum": date, "Beschreibung": description, "Betrag": amount}
    41|
    42|
    43|def candidate(conn, description: str):
    44|    return conn.execute(
    45|        "SELECT * FROM budget_transaction_candidates WHERE description=? ORDER BY created_at DESC LIMIT 1",
    46|        (description,),
    47|    ).fetchone()
    48|
    49|
    50|def test_phase16_schema_adds_rule_name_and_applies_card_category_rules() -> None:
    51|    conn = db()
    52|    assert get_schema_version(conn) == 25
    53|    cats = add_categories(conn)
    54|    seed_credit_card_candidates_from_rows(
    55|        conn,
    56|        [
    57|            row("Apple.com"),
    58|            row("Google"),
    59|            row("Amazon Prime"),
    60|            row("Netflix"),
    61|            row("Disney Plus"),
    62|            row("Digitec Galaxus AG"),
    63|            row("Kantonsspital Baden"),
    64|            row("Apotheke Suessbach AG"),
    65|            row("Agrola Tankstelle"),
    66|            row("EasyPark"),
    67|            row("SBB CFF FFS"),
    68|            row("IKEA"),
    69|            row("JUMBO"),
    70|            row("Landi"),
    71|            row("QUALIPET"),
    72|            row("Fressnapf"),
    73|            row("Kleintierpraxis Tim"),
    74|            row("Dropbox"),
    75|            row("Gemeinde Windisch"),
    76|            row("McDonald's"),
    77|        ],
    78|        source_file_label="phase16_card.csv",
    79|        subscription_category_id=cats["Freizeit / Ausflüge / Abos"],
    80|    )
    81|
    82|    result = apply_user_budget_rules_to_candidates(conn, year="2026")
    83|
    84|    assert result["productive_confirmed_count"] == 0
    85|    assert result["subscription_count"] == 5
    86|    for desc in ["Apple.com", "Google", "Amazon Prime", "Netflix", "Disney Plus"]:
    87|        assert candidate(conn, desc)["proposed_category_name"] == "Freizeit / Ausflüge / Abos"
    88|        assert candidate(conn, desc)["status"] == "auto_categorized"
    89|        assert candidate(conn, desc)["rule_name"]
    90|    assert candidate(conn, "Digitec Galaxus AG")["status"] == "needs_review"
    91|    assert candidate(conn, "Digitec Galaxus AG")["review_reason"] == "Galaxus/Digitec bitte manuell prüfen oder splitten"
    92|    for desc in ["Kantonsspital Baden", "Apotheke Suessbach AG"]:
    93|        assert candidate(conn, desc)["proposed_category_name"] == "Gesundheit / Medizin"
    94|    for desc in ["Agrola Tankstelle", "EasyPark", "SBB CFF FFS"]:
    95|        assert candidate(conn, desc)["proposed_category_name"] == "Auto / Transport"
    96|    for desc in ["IKEA", "JUMBO", "Landi"]:
    97|        assert candidate(conn, desc)["proposed_category_name"] == "Hausrat / Möbel & Garten"
    98|    for desc in ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]:
    99|        assert candidate(conn, desc)["proposed_category_name"] == "Haustiere"
   100|    for desc in ["Dropbox", "Gemeinde Windisch"]:
   101|        assert candidate(conn, desc)["proposed_category_name"] == "Sonstiges / Administration"
   102|    assert candidate(conn, "McDonald's")["proposed_category_name"] == "Essen & Haushalt"
   103|    assert len(list_transaction_candidates(conn, tab="subscriptions")) == 5
   104|    assert len(list_transaction_candidates(conn, tab="health")) == 2
   105|    assert len(list_transaction_candidates(conn, tab="auto_transport")) == 3
   106|    assert len(list_transaction_candidates(conn, tab="pets")) == 3
   107|
   108|
   109|def test_phase16_migros_and_review_filters_keep_confirm_boundary_and_edits() -> None:
   110|    conn = db()
   111|    cats = add_categories(conn)
   112|    seed_credit_card_candidates_from_rows(conn, [row("Migros MMM")], source_file_label="phase16_card.csv")
   113|    seed_migros_candidates_from_rows(
   114|        conn,
   115|        [
   116|            {"Datum": "2026-02-03", "Zeit": "10:00", "Filiale": "Migros Baden", "Kasse": "1", "Transaktion": "A", "Artikel": "A", "Umsatz": "10.00"},
   117|            {"Datum": "2026-02-04", "Zeit": "11:00", "Filiale": "Migros Baden", "Kasse": "1", "Transaktion": "B", "Artikel": "B", "Umsatz": "60.00"},
   118|        ],
   119|        source_file_label="phase16_migros.csv",
   120|        auto_category_id=cats["Essen & Haushalt"],
   121|    )
   122|
   123|    result = apply_user_budget_rules_to_candidates(conn, year="2026")
   124|
   125|    assert result["covered_by_migros_count"] == 1
   126|    assert result["migros_under_50_count"] == 1
   127|    assert result["migros_over_50_count"] == 1
   128|    covered = list_transaction_candidates(conn, tab="covered_by_migros")
   129|    assert len(covered) == 1
   130|    assert covered[0]["status"] == "covered_by_migros"
   131|    assert len(list_transaction_candidates(conn, tab="migros_over_50")) == 1
   132|    assert len(list_transaction_candidates(conn, tab="auto")) == 1
   133|
   134|    over = list_transaction_candidates(conn, tab="migros_over_50")[0]
   135|    update_transaction_candidate_category(conn, over["transaction_candidate_id"], cats["Hausrat / Möbel & Garten"], note="test override")
   136|    create_candidate_split(conn, over["transaction_candidate_id"], [{"category_id": cats["Essen & Haushalt"], "amount_original": "5.00", "notes": "part"}])
   137|    assert conn.execute("SELECT COUNT(*) c FROM budget_transactions").fetchone()["c"] == 0
   138|


patch

    assert result["migros_under_50_count"] == 2
    assert result["migros_over_50_count"] == 0
    covered = list_transaction_candidates(conn, tab="covered_by_migros")
    assert len(covered) == 1
    assert covered[0]["status"] == "covered_by_migros"
    assert len(list_transaction_candidates(conn, tab="migros_over_50")) == 0
    assert len(list_transaction_candidates(conn, tab="auto")) == 2

    auto = list_transaction_candidates(conn, tab="auto")[0]
    update_transaction_candidate_category(conn, auto["transaction_candidate_id"], cats["Hausrat / Möbel & Garten"], note="test override")
    create_candidate_split(conn, auto["transaction_candidate_id"], [{"category_id": cats["Essen & Haushalt"], "amount_original": "5.00", "notes": "part"}])

    assert result["migros_under_50_count"] == 1
    assert result["migros_over_50_count"] == 1
    covered = list_transaction_candidates(conn, tab="covered_by_migros")
    assert len(covered) == 1
    assert covered[0]["status"] == "covered_by_migros"
    assert len(list_transaction_candidates(conn, tab="migros_over_50")) == 1
    assert len(list_transaction_candidates(conn, tab="auto")) == 1

    over = list_transaction_candidates(conn, tab="migros_over_50")[0]
    update_transaction_candidate_category(conn, over["transaction_candidate_id"], cats["Hausrat / Möbel & Garten"], note="test override")
    create_candidate_split(conn, over["transaction_candidate_id"], [{"category_id": cats["Essen & Haushalt"], "amount_original": "5.00", "notes": "part"}])


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase16_user_rules.py
@@ -123,15 +123,15 @@
     result = apply_user_budget_rules_to_candidates(conn, year="2026")

     assert result["covered_by_migros_count"] == 1
-    assert result["migros_under_50_count"] == 1
-    assert result["migros_over_50_count"] == 1
+    assert result["migros_under_50_count"] == 2
+    assert result["migros_over_50_count"] == 0
     covered = list_transaction_candidates(conn, tab="covered_by_migros")
     assert len(covered) == 1
     assert covered[0]["status"] == "covered_by_migros"
-    assert len(list_transaction_candidates(conn, tab="migros_over_50")) == 1
-    assert len(list_transaction_candidates(conn, tab="auto")) == 1
+    assert len(list_transaction_candidates(conn, tab="migros_over_50")) == 0
+    assert len(list_transaction_candidates(conn, tab="auto")) == 2

-    over = list_transaction_candidates(conn, tab="migros_over_50")[0]
-    update_transaction_candidate_category(conn, over["transaction_candidate_id"], cats["Hausrat / Möbel & Garten"], note="test override")
-    create_candidate_split(conn, over["transaction_candidate_id"], [{"category_id": cats["Essen & Haushalt"], "amount_original": "5.00", "notes": "part"}])
+    auto = list_transaction_candidates(conn, tab="auto")[0]
+    update_transaction_candidate_category(conn, auto["transaction_candidate_id"], cats["Hausrat / Möbel & Garten"], note="test override")
+    create_candidate_split(conn, auto["transaction_candidate_id"], [{"category_id": cats["Essen & Haushalt"], "amount_original": "5.00", "notes": "part"}])
     assert conn.execute("SELECT COUNT(*) c FROM budget_transactions").fetchone()["c"] == 0


terminal

Output:
........................................................................ [ 18%]
........................................................................ [ 36%]
........................................................................ [ 54%]
........................................................................ [ 72%]
........................................................................ [ 90%]
....................................                                     [100%]
396 passed in 37.59s


Explanation:
**Gathering scan requirements**

I need to figure out the scans required, like source secret scans, frontend distribution scans, and git safety checks. It's important to find the right scripts for each of these scans to ensure everything’s secure. I want to make sure I'm thorough here, as missing something could lead to vulnerabilities. So, I'll take a moment to organize what I need and ensure I'm covering everything adequately.


     1|from __future__ import annotations
     2|
     3|import re
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|FORBIDDEN_SUFFIXES = {".db", ".sqlite", ".sqlite3", ".dump", ".parquet", ".xlsx", ".xls", ".pdf", ".docx", ".key", ".pem", ".p12", ".pfx"}
     8|FORBIDDEN_NAMES = {".env", ".env.local", "credentials.json", "token.json"}
     9|FORBIDDEN_NAME_PATTERNS = [re.compile(r"github[_-]?token", re.I), re.compile(r".*secret.*", re.I), re.compile(r".*credential.*", re.I)]
    10|FORBIDDEN_TOP_LEVEL_DIRS = {"data", "imports", "exports", "reports", "backups", "secrets", "logs", "local_runtime", "runtime", "db", "databases"}
    11|FORBIDDEN_RUNTIME_PARTS = {".pytest_cache", ".mypy_cache", ".ruff_cache", "node_modules", ".vite", "dist"}
    12|SECRET_PATTERNS = [
    13|    ("github_pat", re.compile(r"github_pat_[A-Za-z0-9_]{20,}")),
    14|    ("github_ghp", re.compile(r"gh[pousr]_[A-Za-z0-9_]{20,}")),
    15|    ("private_key", re.compile(r"-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----")),
    16|    ("aws_access_key", re.compile(r"AKIA[0-9A-Z]{16}")),
    17|    ("api_key_assignment", re.compile(r"(?i)(api[_-]?key|token|secret)\s*=\s*['\"]?[A-Za-z0-9_\-]{20,}")),
    18|    ("gog_password", re.compile(r"GOG_KEYRING_PASSWORD\s*=")),
    19|]
    20|ALLOW_PREFIXES = ("examples/synthetic/", "tests/fixtures/", "config.example/")
    21|ALLOW_SECRET_MARKER_PATHS = {
    22|    "src/jarvis_finance/quality/git_safety.py",
    23|    "tests/unit/test_git_safety.py",
    24|    "tests/integration/test_dummy_data_load.py",
    25|}
    26|
    27|@dataclass(frozen=True)
    28|class SafetyFinding:
    29|    path: str
    30|    reason: str
    31|
    32|def _rel(path: Path, root: Path) -> str:
    33|    return path.relative_to(root).as_posix()
    34|
    35|def is_allowed_exception(rel: str) -> bool:
    36|    return rel.startswith(ALLOW_PREFIXES) or rel in {"frontend/package.json", "frontend/package-lock.json", "frontend/tsconfig.json"}
    37|
    38|def scan_path(root: str | Path) -> list[SafetyFinding]:
    39|    root = Path(root).resolve(); findings: list[SafetyFinding] = []
    40|    for path in root.rglob("*"):
    41|        if ".git" in path.parts or path.is_dir() or "__pycache__" in path.parts:
    42|            continue
    43|        rel = _rel(path, root); rel_parts = Path(rel).parts
    44|        if any(part in FORBIDDEN_RUNTIME_PARTS for part in rel_parts):
    45|            findings.append(SafetyFinding(rel, "runtime_cache_file_blocked")); continue
    46|        if rel_parts and rel_parts[0] in FORBIDDEN_TOP_LEVEL_DIRS and not is_allowed_exception(rel):
    47|            findings.append(SafetyFinding(rel, "runtime_or_real_data_directory_blocked"))
    48|        lower_name = path.name.lower()
    49|        if lower_name in FORBIDDEN_NAMES or (lower_name.startswith(".env.") and lower_name != ".env.example"):
    50|            findings.append(SafetyFinding(rel, "forbidden_secret_filename"))
    51|        if any(p.search(path.name) for p in FORBIDDEN_NAME_PATTERNS):
    52|            findings.append(SafetyFinding(rel, "forbidden_secret_like_filename"))
    53|        if path.suffix.lower() in {".csv", ".json"} and not is_allowed_exception(rel):
    54|            findings.append(SafetyFinding(rel, "csv_json_only_allowed_in_examples_synthetic_or_tests_fixtures"))
    55|        if path.suffix.lower() in FORBIDDEN_SUFFIXES and not is_allowed_exception(rel):
    56|            findings.append(SafetyFinding(rel, f"forbidden_file_type:{path.suffix.lower()}"))
    57|        if rel in ALLOW_SECRET_MARKER_PATHS:
    58|            continue
    59|        try:
    60|            text = path.read_text(encoding="utf-8", errors="ignore")
    61|        except OSError:
    62|            continue
    63|        for label, pattern in SECRET_PATTERNS:
    64|            if pattern.search(text):
    65|                findings.append(SafetyFinding(rel, f"secret_pattern:{label}"))
    66|    return findings
    67|
    68|def assert_safe(root: str | Path) -> None:
    69|    findings = scan_path(root)
    70|    if findings:
    71|        details = "\n".join(f"{f.path}: {f.reason}" for f in findings)
    72|        raise ValueError(f"Git safety scan failed:\n{details}")
    73|


Explanation:
**Planning cache and secret scans**

I’m considering removing caches after my tests, probably before the scan, but there are a few things to check first. The build creates a dist folder, and I need to make sure that the git safety will flag it. I think I should scan the dist separately before removal. There’s also the option to use git diff to check for changed files, ensuring no secrets are exposed. I'll need to run a python command after cleaning up the dist caches and do a frontend build secret scan first.

set -euo pipefail
python3 - <<'PY'
from pathlib import Path
import re, subprocess, sys
root=Path('.').resolve()
changed=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
patterns=[('github_pat', re.compile(r'github_pat_[A-Za-z0-9_]{20,}')),('github_ghp', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),('private_key', re.compile(r'-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----')),('aws', re.compile(r'AKIA[0-9A-Z]{16}')),('api_assignment', re.compile(r'(?i)(api[_-]?key|token|secret)\s*=\s*[\'\"]?[A-Za-z0-9_\-]{20,}'))]
findings=[]
for rel in changed:
    p=root/rel
    if not p.is_file() or rel.startswith('frontend/dist/'):
        continue
    text=p.read_text(encoding='utf-8', errors='ignore')
    for label, pat in patterns:
        if pat.search(text):
            findings.append((rel,label))
if findings:
    print('SOURCE_SECRET_SCAN_FAILED')
    for rel,label in findings: print(f'{rel}:{label}')
    sys.exit(1)
print('SOURCE_SECRET_SCAN_OK changed_files=' + str(len(changed)))
PY
python3 - <<'PY'
from pathlib import Path
import re, sys
root=Path('frontend/dist')
patterns=[('github_pat', re.compile(r'github_pat_[A-Za-z0-9_]{20,}')),('github_ghp', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),('private_key', re.compile(r'-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----')),('aws', re.compile(r'AKIA[0-9A-Z]{16}')),('api_assignment', re.compile(r'(?i)(api[_-]?key|token|secret)\s*=\s*[\'\"]?[A-Za-z0-9_\-]{20,}'))]
findings=[]
for p in root.rglob('*') if root.exists() else []:
    if not p.is_file(): continue
    text=p.read_text(encoding='utf-8', errors='ignore')
    for label, pat in patterns:
        if pat.search(text): findings.append((str(p),label))
if findings:
    print('FRONTEND_BUILD_SECRET_SCAN_FAILED')
    for path,label in findings: print(f'{path}:{label}')
    sys.exit(1)
print('FRONTEND_BUILD_SECRET_SCAN_OK')
PY
rm -rf frontend/dist frontend/node_modules/.vite .pytest_cache
find . -type d -name __pycache__ -prune -exec rm -rf {} +
python3 - <<'PY'
from jarvis_finance.quality.git_safety import assert_safe
assert_safe('.')
print('GIT_SAFETY_OK')
PY
git diff --check
git status --short


This foreground command appears to start a long-lived server/watch process. Run it with background=true, verify readiness (health endpoint/log signal), then execute tests in a separate command.


Scan-Befehl wurde vom Prozess-Wächter fälschlich als long-lived erkannt — vermutlich wegen `.vite` im Cleanup. Ich splitte die Checks.

python3 - <<'PY'
from pathlib import Path
import re, subprocess, sys
root=Path('.').resolve()
changed=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
patterns=[('github_pat', re.compile(r'github_pat_[A-Za-z0-9_]{20,}')),('github_ghp', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),('private_key', re.compile(r'-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----')),('aws', re.compile(r'AKIA[0-9A-Z]{16}')),('api_assignment', re.compile(r'(?i)(api[_-]?key|token|secret)\s*=\s*[\'\"]?[A-Za-z0-9_\-]{20,}'))]
findings=[]
for rel in changed:
    p=root/rel
    if not p.is_file() or rel.startswith('frontend/dist/'):
        continue
    text=p.read_text(encoding='utf-8', errors='ignore')
    for label, pat in patterns:
        if pat.search(text):
            findings.append((rel,label))
if findings:
    print('SOURCE_SECRET_SCAN_FAILED')
    for rel,label in findings: print(f'{rel}:{label}')
    sys.exit(1)
print('SOURCE_SECRET_SCAN_OK changed_files=' + str(len(changed)))
PY


Output: SOURCE_SECRET_SCAN_OK changed_files=9


python3 - <<'PY'
from pathlib import Path
import re, sys
root=Path('frontend/dist')
patterns=[('github_pat', re.compile(r'github_pat_[A-Za-z0-9_]{20,}')),('github_ghp', re.compile(r'gh[pousr]_[A-Za-z0-9_]{20,}')),('private_key', re.compile(r'-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----')),('aws', re.compile(r'AKIA[0-9A-Z]{16}')),('api_assignment', re.compile(r'(?i)(api[_-]?key|token|secret)\s*=\s*[\'\"]?[A-Za-z0-9_\-]{20,}'))]
findings=[]
for p in root.rglob('*') if root.exists() else []:
    if not p.is_file(): continue
    text=p.read_text(encoding='utf-8', errors='ignore')
    for label, pat in patterns:
        if pat.search(text): findings.append((str(p),label))
if findings:
    print('FRONTEND_BUILD_SECRET_SCAN_FAILED')
    for path,label in findings: print(f'{path}:{label}')
    sys.exit(1)
print('FRONTEND_BUILD_SECRET_SCAN_OK')
PY


rm -rf frontend/dist .pytest_cache && find . -type d -name __pycache__ -prune -exec rm -rf {} + && python3 - <<'PY'
from jarvis_finance.quality.git_safety import assert_safe
assert_safe('.')
print('GIT_SAFETY_OK')
PY
git diff --check
git status --short