Output:
........................................................................ [ 17%]
........................................................................ [ 34%]
........................................................................ [ 51%]
........................................................................ [ 69%]
........................................................................ [ 86%]
.........................................................                [100%]
417 passed in 43.30s
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 293 packages, and audited 294 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities

> 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 (4 tests) 355ms
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 (4 tests) 634ms
 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1032ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  532ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  406ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 881ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  354ms
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 > 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/BudgetPhase1.test.ts (5 tests) 1657ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  606ms
     ✓ renders transactions workflow and confirms via API after preview summary  715ms
 ✓ src/pages/MobileUx.test.ts (5 tests) 1626ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  894ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 178ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 406ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 557ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 431ms
     ✓ provides reusable shared PrimeVue UI building blocks  410ms
 ✓ src/api/client.test.ts (2 tests) 6ms
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"
[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/analysis/budget-vs-actual"
[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/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[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/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[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/categories"
[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"
[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 "/portfolio"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[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/accounts"
[Vue Router warn]: No match found for location with path "/crypto"
[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 "/equity"

 ✓ src/App.test.ts (1 test) 207ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3212ms
     ✓ shows clean Budget, Transaktionen, Analyse and Setup navigation groups without duplicate review pages  310ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  912ms
     ✓ shows review candidates without technical user-mode fields  657ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  506ms
     ✓ renders category analysis and links category drilldown to effective expenses  369ms
 ✓ src/utils/formatters.test.ts (2 tests) 17ms

 Test Files  14 passed (14)
      Tests  55 passed (55)
   Start at  08:41:04
   Duration  6.23s (transform 5.64s, setup 3.50s, import 8.51s, tests 11.20s, environment 14.02s)

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

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

transforming...✓ 349 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                   0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2            35.14 kB
dist/assets/primeicons-MpK4pl85.ttf              84.98 kB
dist/assets/primeicons-WjwUDZjB.woff             85.05 kB
dist/assets/primeicons-DMOk5skT.eot              85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-DWraoy_S.css         0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetCategoriesPage-BckUf4Yg.css     0.45 kB │ gzip:   0.23 kB
dist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB
dist/assets/index-CriXl9ci.css                   37.32 kB │ gzip:   8.80 kB
dist/assets/portfolio-m8osM1XA.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-CHRrbi3k.js                0.35 kB │ gzip:   0.27 kB
dist/assets/formatters-BOVcRv_I.js                0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-6B8sxYlE.js                    0.56 kB │ gzip:   0.26 kB
dist/assets/cash-D8jwHDQ-.js                      0.62 kB │ gzip:   0.29 kB
dist/assets/positions-e2JV2QBj.js                 0.70 kB │ gzip:   0.28 kB
dist/assets/RoadmapPage-D_T_5ofq.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-0BIbuNts.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-Co_QCvLo.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-BvFzHVKP.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-BWyFNsLp.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-CxiU-y5D.js            1.20 kB │ gzip:   0.73 kB
dist/assets/SectionCard-CIZSD3vs.js               1.24 kB │ gzip:   0.62 kB
dist/assets/toolbar-kjTfqmwK.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-BB-E17-w.js                   1.45 kB │ gzip:   0.81 kB
dist/assets/AllocationBars-DxPXB7PD.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-Du7Ilc7j.js               1.83 kB │ gzip:   1.02 kB
dist/assets/LocalDataStatus-CyGG-B0P.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-DD0wyF0U.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-CTrKChcd.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/budget-vhSNVlVr.js                    4.07 kB │ gzip:   1.19 kB
dist/assets/PortfolioPage-BsCeKqIi.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CategoryAnalysisPage-D3bg_SUd.js      4.10 kB │ gzip:   1.79 kB
dist/assets/MonthlyComparisonPage-BrQ5zr55.js     4.39 kB │ gzip:   1.87 kB
dist/assets/CommandCenter-Cn-VhPMk.js             5.19 kB │ gzip:   2.17 kB
dist/assets/WalletsPage-C8MR4Zpc.js               5.77 kB │ gzip:   2.44 kB
dist/assets/BudgetVsActualPage-D0IHMAeN.js        6.25 kB │ gzip:   2.32 kB
dist/assets/BudgetOverviewPage-DsfNnQA7.js        6.51 kB │ gzip:   2.60 kB
dist/assets/BudgetStatusPage-7h0kt_2z.js          6.98 kB │ gzip:   2.57 kB
dist/assets/BudgetSetupPage-DT-PCzI6.js           8.65 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-oAEiunfB.js           8.99 kB │ gzip:   2.75 kB
dist/assets/BudgetCategoriesPage-CcQaDBW-.js     10.84 kB │ gzip:   3.51 kB
dist/assets/BudgetIncomePage-D65Kk_oW.js         14.20 kB │ gzip:   4.40 kB
dist/assets/message-DW6rWJ1U.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/CryptoPage-BSI-hwYe.js               17.46 kB │ gzip:   5.40 kB
dist/assets/BudgetTransactionsPage-CJOGWqog.js   19.28 kB │ gzip:   6.21 kB
dist/assets/EquityPage-b7IyXk9M.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-BzvzH1yM.js          20.98 kB │ gzip:   5.88 kB
dist/assets/BudgetImportReviewPage-CkJYIhhq.js   34.19 kB │ gzip:  10.07 kB
dist/assets/tag-BiQyF5vV.js                      86.43 kB │ gzip:  20.48 kB
dist/assets/datatable-BW88tT56.js               305.76 kB │ gzip:  63.52 kB
dist/assets/index-BNzjIuIr.js                   614.70 kB │ gzip: 172.45 kB

✓ built in 1.38s
[plugin builtin:vite-reporter]
(!) Some chunks are larger than 500 kB after minification. Consider:
- Using dynamic import() to code-split the application
- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting
- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.
source_secret_scan= [('tests/unit/test_git_safety.py', 'github_pat_[A-Za-z0-9_]+'), ('tests/unit/test_git_safety.py', 'ghp_[A-Za-z0-9_]+')]
build_secret_scan= OK


Vor-Merge Compile/Pytest/Frontend-Test/Build sind grün. Source-Scan meldet nur bekannte synthetische Git-Safety-Testpatterns in `tests/unit/test_git_safety.py`; Build-Scan ist sauber. Ich prüfe jetzt Tailscale-Routen und danach räume Build-/Node-Artefakte für Git-Safety auf.

from hermes_tools import terminal
repo='/home/agent/.hermes/repos/FinanceManager'
routes=['/','/crypto','/portfolio','/equity','/positions/add','/wallets','/planning/budget','/planning/budget/expenses/review','/planning/budget/expenses/actual','/planning/budget/income/actual','/planning/budget/analysis/budget-vs-actual','/planning/budget/rules']
cmd='''python - <<'PY'\nimport urllib.request\nroutes=%r\nbase='http://100.85.29.67:5173'\nfor r in routes:\n    try:\n        with urllib.request.urlopen(base+r, timeout=10) as resp:\n            print(r, resp.status)\n    except Exception as e:\n        print(r, type(e).__name__)\nPY''' % routes
out=terminal(cmd, workdir=repo, timeout=120)
print(out['output'])
# cleanup and git safety
cmd2="""python - <<'PY'
from pathlib import Path
import shutil
for p in ['frontend/dist','frontend/node_modules','.pytest_cache','frontend/.vite','frontend/node_modules/.vite']:
 q=Path(p)
 if q.exists(): shutil.rmtree(q) if q.is_dir() else q.unlink()
for q in Path('.').rglob('__pycache__'):
 shutil.rmtree(q)
PY
python -m jarvis_finance.cli.main git-safety-scan .
git diff --check
git status --short --branch"""
out2=terminal(cmd2, workdir=repo, timeout=300)
print(out2['output'])
print('exit', out2['exit_code'])


Output:
/ 200
/crypto 200
/portfolio 200
/equity 200
/positions/add 200
/wallets 200
/planning/budget 200
/planning/budget/expenses/review 200
/planning/budget/expenses/actual 200
/planning/budget/income/actual 200
/planning/budget/analysis/budget-vs-actual 200
/planning/budget/rules 200
GIT_SAFETY_OK
## feat/budget-phase-1-4...origin/feat/budget-phase-1-4
exit 0


Vor-Merge-Verifikation inklusive Git-Safety und Tailscale-Routen ist grün. Ich erstelle jetzt ein Runtime-DB-Backup außerhalb des Repos und teste Restore gegen separaten Testpfad.

Explanation:
**Considering backup and restore procedures**

I need to focus on backing up my data, possibly using a command like `backup-runtime-db`. Should I check the CLI for options? Using Python’s `shutil` and checksums might be a smart move. It’s crucial that the backup process doesn’t mutate the original files. I should verify checksums and restore to a separate test path. Checking the schema_migrations in SQLite and noting the backup outside the repo sounds essential too. Should I compare the database's modification time before and after creating the backup? Let's get to work on this!

todo

Vor-Merge Full Verification auf feat/budget-phase-1-4 ausführen inkl. Browser/Tailscale sanity und Scans

Runtime Backup erstellen und Restore-Test gegen separaten Testpfad durchführen


Git-/Branch-/Remote-Status prüfen inkl. fix/manual-entry-uat-flows containment und PR/Remote-Erreichbarkeit

Merge nach main, kritische Re-Verification, Tag setzen und pushen

UAT-Matrix erstellen, kleinen UAT auf Test-Runtime durchführen, Statusdokument aktualisieren

Finale Verifikation, Remote-Hashes prüfen und Abschlussbericht liefern


from hermes_tools import terminal
repo='/home/agent/.hermes/repos/FinanceManager'
script=r'''
from pathlib import Path
import shutil, hashlib, sqlite3, datetime, json, os
repo=Path('/home/agent/.hermes/repos/FinanceManager').resolve()
runtime=Path('/home/agent/jarvis_runtime/finance-system').resolve()
db=runtime/'data/finance.sqlite3'
ts=datetime.datetime.utcnow().strftime('%Y%m%dT%H%M%SZ')
backup=runtime/'backups'/f'finance-release-v03-pre-merge-{ts}.sqlite3'
backup.parent.mkdir(parents=True, exist_ok=True)
before_stat=db.stat()
shutil.copy2(db, backup)
def sha(p):
    h=hashlib.sha256()
    with open(p,'rb') as f:
        for chunk in iter(lambda:f.read(1024*1024), b''):
            h.update(chunk)
    return h.hexdigest()
checksum=sha(backup)
sha_file=Path(str(backup)+'.sha256')
sha_file.write_text(f'{checksum}  {backup.name}\n')
checksum_ok=(sha(backup)==checksum)
# restore test to separate path
restore_dir=runtime/'restore-tests'/f'v03-{ts}'
restore_dir.mkdir(parents=True, exist_ok=True)
restore_db=restore_dir/'finance.sqlite3'
shutil.copy2(backup, restore_db)
conn=sqlite3.connect(restore_db)
conn.row_factory=sqlite3.Row
version=conn.execute('SELECT MAX(version) AS v FROM schema_migrations').fetchone()['v']
tables=['schema_migrations','audit_log','budget_transaction_candidates','budget_transactions','budget_categories','crypto_assets','crypto_holdings','transactions','accounts']
readable={}
for t in tables:
    try:
        conn.execute(f'SELECT 1 FROM {t} LIMIT 1').fetchall()
        readable[t]=True
    except Exception as e:
        readable[t]=False
conn.close()
after_stat=db.stat()
result={
 'backup_path':str(backup),
 'checksum_file':str(sha_file),
 'checksum_ok':checksum_ok,
 'backup_outside_repo': repo not in backup.resolve().parents,
 'restore_test_db':str(restore_db),
 'restore_outside_repo': repo not in restore_db.resolve().parents,
 'schema_version':version,
 'central_tables_readable':readable,
 'runtime_db_unchanged_size_mtime': before_stat.st_size==after_stat.st_size and before_stat.st_mtime_ns==after_stat.st_mtime_ns,
}
print(json.dumps(result,indent=2))
'''
out=terminal("python - <<'PY'\n"+script+"\nPY", workdir=repo, timeout=120)
print(out['output'])


Output:
<stdin>:7: DeprecationWarning: datetime.datetime.utcnow() is deprecated and scheduled for removal in a future version. Use timezone-aware objects to represent datetimes in UTC: datetime.datetime.now(datetime.UTC).
{
  "backup_path": "/home/agent/jarvis_runtime/finance-system/backups/finance-release-v03-pre-merge-20260518T064156Z.sqlite3",
  "checksum_file": "/home/agent/jarvis_runtime/finance-system/backups/finance-release-v03-pre-merge-20260518T064156Z.sqlite3.sha256",
  "checksum_ok": true,
  "backup_outside_repo": true,
  "restore_test_db": "/home/agent/jarvis_runtime/finance-system/restore-tests/v03-20260518T064156Z/finance.sqlite3",
  "restore_outside_repo": true,
  "schema_version": 26,
  "central_tables_readable": {
    "schema_migrations": true,
    "audit_log": true,
    "budget_transaction_candidates": true,
    "budget_transactions": true,
    "budget_categories": true,
    "crypto_assets": true,
    "crypto_holdings": true,
    "transactions": true,
    "accounts": true
  },
  "runtime_db_unchanged_size_mtime": true
}


Backup/Restore-Test erfolgreich: Backup und Restore-Testpfad liegen außerhalb Repo, Checksum stimmt, Schema-Version 26, zentrale Tabellen lesbar. Ich merge jetzt kontrolliert nach `main` mit `--no-ff`; falls Konflikte auftreten, stoppe ich.


from hermes_tools import terminal
repo='/home/agent/.hermes/repos/FinanceManager'
script=r'''
from pathlib import Path
import subprocess
repo=Path('/home/agent/.hermes/repos/FinanceManager')
token_path=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')
token=None
for c in token_path.read_text(errors='ignore').replace(',', '\n').replace(';','\n').splitlines():
    c=c.strip().strip('"').strip("'")
    if c.startswith(('github_pat_','ghp_')): token=c; break
if not token: raise SystemExit('missing token')
remote='https://x-access-token:'+token+'@github.com/Gamexgit/FinanceManager.git'
subprocess.check_call(['git','fetch',remote,'main'],cwd=repo)
subprocess.check_call(['git','checkout','main'],cwd=repo)
# ensure local main matches origin/main before merge
subprocess.check_call(['git','merge','--ff-only','origin/main'],cwd=repo)
subprocess.check_call(['git','merge','--no-ff','feat/budget-phase-1-4','-m','merge: release finance mvp budget review v0.3'],cwd=repo)
print(subprocess.check_output(['git','status','--short','--branch'],cwd=repo,text=True))
print('merge_head='+subprocess.check_output(['git','rev-parse','HEAD'],cwd=repo,text=True).strip())
PY'''
out=terminal("python - <<'PY'\n"+script+"\nPY", workdir=repo, timeout=300)
print(out['output'])
print('exit', out['exit_code'])


Output:
Von https://github.com/Gamexgit/FinanceManager
 * branch            main       -> FETCH_HEAD
Zu Zweig »main« gewechselt
Ihr Branch ist auf demselben Stand wie 'origin/main'.
Bereits aktuell.
Merge made by the 'ort' strategy.
 README.md                                          |   50 +-
 ...budget-analytics-dashboard-v2-chart-approach.md |   40 +
 ...keeping-reference-analysis-budget-ux-roadmap.md |  902 +++++++++++++
 docs/budget/merchant-entity-vormerkung.md          |   26 +
 docs/frontend/global-primevue-migration-v1.md      |  111 ++
 docs/frontend/primevue-light-theme-guidelines.md   |   66 +
 docs/frontend/ui-framework-decision.md             |   98 ++
 docs/status/jarvis-finance-status-roadmap-v0.3.md  |  653 ++++++++++
 frontend/package-lock.json                         |  112 ++
 frontend/package.json                              |    4 +
 frontend/src/App.test.ts                           |    3 +-
 frontend/src/App.vue                               |    4 +-
 frontend/src/api/budget.ts                         |  133 ++
 frontend/src/api/cash.ts                           |    6 +-
 frontend/src/api/crypto.ts                         |    9 +-
 frontend/src/api/equity.ts                         |    8 +-
 frontend/src/api/positions.ts                      |    8 +-
 frontend/src/api/types.ts                          |   15 +-
 frontend/src/components/AllocationBars.vue         |   12 +-
 frontend/src/components/AppLayout.vue              |   23 +-
 frontend/src/components/DataStatusBadge.vue        |    2 +-
 frontend/src/components/DetailDrawer.vue           |    9 +-
 frontend/src/components/EmptyState.vue             |    4 +-
 frontend/src/components/LoadActionBar.vue          |    6 +-
 frontend/src/components/LocalDataStatus.vue        |   16 +-
 frontend/src/components/MoneyValue.vue             |    5 +-
 frontend/src/components/PositionTable.vue          |    2 +-
 frontend/src/components/SidebarNav.vue             |   47 +-
 frontend/src/components/SparklineChart.vue         |   14 +-
 frontend/src/components/SummaryCard.vue            |    8 +-
 frontend/src/components/ui/ActionToolbar.vue       |    2 +
 frontend/src/components/ui/ChartPanel.vue          |    2 +
 frontend/src/components/ui/ConfirmDialog.vue       |    2 +
 frontend/src/components/ui/DataQualityBadge.vue    |    8 +
 frontend/src/components/ui/DetailDialog.vue        |    2 +
 frontend/src/components/ui/EmptyState.vue          |    2 +
 frontend/src/components/ui/ErrorState.vue          |    2 +
 frontend/src/components/ui/FilterToolbar.vue       |    2 +
 frontend/src/components/ui/KpiCard.vue             |   18 +
 frontend/src/components/ui/LoadingState.vue        |    2 +
 frontend/src/components/ui/MoneyValue.vue          |    8 +
 frontend/src/components/ui/PageHeader.vue          |   13 +
 frontend/src/components/ui/PercentValue.vue        |    8 +
 frontend/src/components/ui/PrimeDataTable.vue      |    5 +
 frontend/src/components/ui/SectionCard.vue         |    2 +
 frontend/src/components/ui/StatusBadge.vue         |   16 +
 frontend/src/main.ts                               |   24 +-
 frontend/src/pages/BudgetAccountsPage.vue          |   21 +
 .../src/pages/BudgetAnalyticsDashboardV2.test.ts   |  101 ++
 frontend/src/pages/BudgetCategoriesPage.vue        |  100 ++
 .../src/pages/BudgetCategoryAssignmentPage.vue     |   60 +
 frontend/src/pages/BudgetImportReviewPage.vue      |  134 ++
 frontend/src/pages/BudgetIncomePage.vue            |  162 +++
 frontend/src/pages/BudgetOverviewPage.vue          |  120 ++
 frontend/src/pages/BudgetPhase1.test.ts            |  179 +++
 frontend/src/pages/BudgetRulesPage.vue             |   64 +
 frontend/src/pages/BudgetSetupPage.test.ts         |   36 +
 frontend/src/pages/BudgetSetupPage.vue             |  133 ++
 frontend/src/pages/BudgetStatusPage.vue            |   38 +
 frontend/src/pages/BudgetTransactionsPage.vue      |  127 ++
 frontend/src/pages/BudgetUxV2.test.ts              |  227 ++++
 frontend/src/pages/BudgetVsActualPage.vue          |   51 +
 frontend/src/pages/CategoryAnalysisPage.vue        |   62 +
 frontend/src/pages/CommandCenter.vue               |   16 +-
 frontend/src/pages/CryptoPage.test.ts              |  101 +-
 frontend/src/pages/CryptoPage.vue                  |  129 +-
 frontend/src/pages/EquityPage.vue                  |   40 +-
 frontend/src/pages/GlobalPrimeVueMigration.test.ts |  124 ++
 frontend/src/pages/MobileUx.test.ts                |   89 ++
 frontend/src/pages/MonthlyComparisonPage.vue       |   64 +
 frontend/src/pages/PortfolioPage.vue               |    2 +-
 frontend/src/pages/PositionAddPage.test.ts         |  143 ++
 frontend/src/pages/PositionAddPage.vue             |  120 +-
 frontend/src/pages/ReportsPage.vue                 |    2 +-
 frontend/src/pages/RoadmapPage.vue                 |    8 +-
 frontend/src/pages/VueCockpitV11.test.ts           |   36 +-
 frontend/src/pages/WalletsPage.vue                 |   12 +-
 frontend/src/router/index.ts                       |   67 +-
 frontend/src/style.css                             |  107 +-
 frontend/src/test/setup.ts                         |   37 +
 frontend/src/utils/formatters.test.ts              |   14 +
 frontend/src/utils/formatters.ts                   |   30 +
 frontend/vite.config.ts                            |    3 +-
 pyproject.toml                                     |    1 +
 scripts/start_vue_dashboard.sh                     |  137 ++
 scripts/stop_vue_dashboard.sh                      |   44 +
 src/jarvis_finance/api/main.py                     |    6 +-
 src/jarvis_finance/api/routers/budget.py           |  557 ++++++++
 src/jarvis_finance/api/routers/crypto.py           |   14 +-
 src/jarvis_finance/api/routers/equity.py           |   23 +-
 src/jarvis_finance/api/routers/positions.py        |   72 ++
 src/jarvis_finance/api/schemas/positions.py        |  121 ++
 src/jarvis_finance/budget/__init__.py              |    1 +
 src/jarvis_finance/budget/excel_seed.py            |  177 +++
 src/jarvis_finance/equity/cleanup.py               |    6 +-
 src/jarvis_finance/market_data/catalog.py          |   45 +-
 src/jarvis_finance/services/budget_accounts.py     |   80 ++
 src/jarvis_finance/services/budget_analytics.py    |  118 ++
 src/jarvis_finance/services/budget_analytics_v2.py |  171 +++
 src/jarvis_finance/services/budget_categories.py   |  351 +++++
 src/jarvis_finance/services/budget_cleanup.py      |   61 +
 src/jarvis_finance/services/budget_common.py       |   46 +
 src/jarvis_finance/services/budget_imports.py      | 1366 ++++++++++++++++++++
 src/jarvis_finance/services/budget_overview.py     |  451 +++++++
 src/jarvis_finance/services/budget_plans.py        |  226 ++++
 src/jarvis_finance/services/budget_seed_review.py  |  462 +++++++
 src/jarvis_finance/services/budget_transactions.py |  260 ++++
 src/jarvis_finance/services/crypto_service.py      |  139 +-
 src/jarvis_finance/services/equity_service.py      |    9 +-
 .../services/manual_entry_service.py               |  775 ++++++++++-
 src/jarvis_finance/storage/database.py             |    2 +-
 src/jarvis_finance/storage/migrations.py           |  647 ++++++++-
 tests/unit/test_budget_analytics_dashboard_v2.py   |   89 ++
 tests/unit/test_budget_import_production_v1.py     |  137 ++
 tests/unit/test_budget_overview_plans.py           |   28 +
 tests/unit/test_budget_phase1.py                   |  145 +++
 tests/unit/test_budget_phase11.py                  |  101 ++
 tests/unit/test_budget_phase110_2026_core.py       |  117 ++
 ...est_budget_phase111_migros_monthly_analytics.py |  117 ++
 ...est_budget_phase111_status_income_formatting.py |   82 ++
 tests/unit/test_budget_phase12_seed_review.py      |  229 ++++
 tests/unit/test_budget_phase14_workview.py         |  104 ++
 .../test_budget_phase15_source_aware_imports.py    |  126 ++
 tests/unit/test_budget_phase16_user_rules.py       |  137 ++
 tests/unit/test_budget_phase17_ux_workflow.py      |   94 ++
 tests/unit/test_budget_phase18_core_flow.py        |  114 ++
 .../test_budget_phase19_review_productivity.py     |  116 ++
 tests/unit/test_budget_ux_v2.py                    |   96 ++
 tests/unit/test_dashboard_functional_actions_v2.py |  157 +++
 tests/unit/test_fastapi_user_dashboard_skeleton.py |    4 +-
 tests/unit/test_fastapi_vue_cockpit_v11.py         |   97 ++
 tests/unit/test_schema.py                          |    2 +-
 tests/unit/test_vue_dashboard_runtime_scripts.py   |   27 +
 tests/unit/test_vue_dashboard_v12_acceptance.py    |  309 +++++
 134 files changed, 13811 insertions(+), 258 deletions(-)
 create mode 100644 docs/budget/budget-analytics-dashboard-v2-chart-approach.md
 create mode 100644 docs/budget/jarvis-finance-system-ezbookkeeping-reference-analysis-budget-ux-roadmap.md
 create mode 100644 docs/budget/merchant-entity-vormerkung.md
 create mode 100644 docs/frontend/global-primevue-migration-v1.md
 create mode 100644 docs/frontend/primevue-light-theme-guidelines.md
 create mode 100644 docs/frontend/ui-framework-decision.md
 create mode 100644 docs/status/jarvis-finance-status-roadmap-v0.3.md
 create mode 100644 frontend/src/api/budget.ts
 create mode 100644 frontend/src/components/ui/ActionToolbar.vue
 create mode 100644 frontend/src/components/ui/ChartPanel.vue
 create mode 100644 frontend/src/components/ui/ConfirmDialog.vue
 create mode 100644 frontend/src/components/ui/DataQualityBadge.vue
 create mode 100644 frontend/src/components/ui/DetailDialog.vue
 create mode 100644 frontend/src/components/ui/EmptyState.vue
 create mode 100644 frontend/src/components/ui/ErrorState.vue
 create mode 100644 frontend/src/components/ui/FilterToolbar.vue
 create mode 100644 frontend/src/components/ui/KpiCard.vue
 create mode 100644 frontend/src/components/ui/LoadingState.vue
 create mode 100644 frontend/src/components/ui/MoneyValue.vue
 create mode 100644 frontend/src/components/ui/PageHeader.vue
 create mode 100644 frontend/src/components/ui/PercentValue.vue
 create mode 100644 frontend/src/components/ui/PrimeDataTable.vue
 create mode 100644 frontend/src/components/ui/SectionCard.vue
 create mode 100644 frontend/src/components/ui/StatusBadge.vue
 create mode 100644 frontend/src/pages/BudgetAccountsPage.vue
 create mode 100644 frontend/src/pages/BudgetAnalyticsDashboardV2.test.ts
 create mode 100644 frontend/src/pages/BudgetCategoriesPage.vue
 create mode 100644 frontend/src/pages/BudgetCategoryAssignmentPage.vue
 create mode 100644 frontend/src/pages/BudgetImportReviewPage.vue
 create mode 100644 frontend/src/pages/BudgetIncomePage.vue
 create mode 100644 frontend/src/pages/BudgetOverviewPage.vue
 create mode 100644 frontend/src/pages/BudgetPhase1.test.ts
 create mode 100644 frontend/src/pages/BudgetRulesPage.vue
 create mode 100644 frontend/src/pages/BudgetSetupPage.test.ts
 create mode 100644 frontend/src/pages/BudgetSetupPage.vue
 create mode 100644 frontend/src/pages/BudgetStatusPage.vue
 create mode 100644 frontend/src/pages/BudgetTransactionsPage.vue
 create mode 100644 frontend/src/pages/BudgetUxV2.test.ts
 create mode 100644 frontend/src/pages/BudgetVsActualPage.vue
 create mode 100644 frontend/src/pages/CategoryAnalysisPage.vue
 create mode 100644 frontend/src/pages/GlobalPrimeVueMigration.test.ts
 create mode 100644 frontend/src/pages/MobileUx.test.ts
 create mode 100644 frontend/src/pages/MonthlyComparisonPage.vue
 create mode 100644 frontend/src/pages/PositionAddPage.test.ts
 create mode 100644 frontend/src/test/setup.ts
 create mode 100644 frontend/src/utils/formatters.test.ts
 create mode 100644 frontend/src/utils/formatters.ts
 create mode 100755 scripts/start_vue_dashboard.sh
 create mode 100755 scripts/stop_vue_dashboard.sh
 create mode 100644 src/jarvis_finance/api/routers/budget.py
 create mode 100644 src/jarvis_finance/budget/__init__.py
 create mode 100644 src/jarvis_finance/budget/excel_seed.py
 create mode 100644 src/jarvis_finance/services/budget_accounts.py
 create mode 100644 src/jarvis_finance/services/budget_analytics.py
 create mode 100644 src/jarvis_finance/services/budget_analytics_v2.py
 create mode 100644 src/jarvis_finance/services/budget_categories.py
 create mode 100644 src/jarvis_finance/services/budget_cleanup.py
 create mode 100644 src/jarvis_finance/services/budget_common.py
 create mode 100644 src/jarvis_finance/services/budget_imports.py
 create mode 100644 src/jarvis_finance/services/budget_overview.py
 create mode 100644 src/jarvis_finance/services/budget_plans.py
 create mode 100644 src/jarvis_finance/services/budget_seed_review.py
 create mode 100644 src/jarvis_finance/services/budget_transactions.py
 create mode 100644 tests/unit/test_budget_analytics_dashboard_v2.py
 create mode 100644 tests/unit/test_budget_import_production_v1.py
 create mode 100644 tests/unit/test_budget_overview_plans.py
 create mode 100644 tests/unit/test_budget_phase1.py
 create mode 100644 tests/unit/test_budget_phase11.py
 create mode 100644 tests/unit/test_budget_phase110_2026_core.py
 create mode 100644 tests/unit/test_budget_phase111_migros_monthly_analytics.py
 create mode 100644 tests/unit/test_budget_phase111_status_income_formatting.py
 create mode 100644 tests/unit/test_budget_phase12_seed_review.py
 create mode 100644 tests/unit/test_budget_phase14_workview.py
 create mode 100644 tests/unit/test_budget_phase15_source_aware_imports.py
 create mode 100644 tests/unit/test_budget_phase16_user_rules.py
 create mode 100644 tests/unit/test_budget_phase17_ux_workflow.py
 create mode 100644 tests/unit/test_budget_phase18_core_flow.py
 create mode 100644 tests/unit/test_budget_phase19_review_productivity.py
 create mode 100644 tests/unit/test_budget_ux_v2.py
 create mode 100644 tests/unit/test_dashboard_functional_actions_v2.py
 create mode 100644 tests/unit/test_vue_dashboard_runtime_scripts.py
 create mode 100644 tests/unit/test_vue_dashboard_v12_acceptance.py
## main...origin/main [voraus 31]

merge_head=d16f4390e2d4c52cb66eb26c4fb1d529646e2e68
/usr/bin/bash: Zeile 43: PY: Befehl nicht gefunden
exit 127


Merge nach `main` ist erfolgt, konfliktfrei, Merge-Commit `d16f439…`. Ein Shell-Heredoc-Endmarker wurde nach dem erfolgreichen Merge irrtümlich als Befehl interpretiert; das hat den Merge nicht beeinträchtigt. Ich verifiziere jetzt `main`.

Explanation:
**Resolving installation issues**

I noticed we had a trailing PY causing an exit 127 error, but it seems the merge is done now. I need to continue with tests on the main branch, which might require the terminal for a while. It's possible that it will reject due to some issues I might find. I should check the terminal to see if everything’s okay. Oh, and it looks like the node_modules are missing after cleanup, so I'll need to run npm ci.

terminal

set -euo pipefail
source ~/jarvis_runtime/finance-system/venv/bin/activate
unset JARVIS_FINANCE_DB_PATH
python -m compileall -q src tests
pytest -q
cd frontend
if [ ! -d node_modules ]; then npm ci; fi
npm test -- --run
npm run build
cd ..
python - <<'PY'
from pathlib import Path
import re, subprocess
files=subprocess.check_output(['git','ls-files'], text=True).splitlines()
patterns=[r'sk-[A-Za-z0-9_-]{20,}', r'github_pat_[A-Za-z0-9_]+', r'ghp_[A-Za-z0-9_]+', r'GOCSPX-[A-Za-z0-9_-]+']
hits=[]
for f in files:
 p=Path(f)
 if not p.is_file() or p.stat().st_size>2_000_000 or 'node_modules' in p.parts: continue
 txt=p.read_text(errors='ignore')
 for pat in patterns:
  if re.search(pat, txt): hits.append((f,pat))
allowed=[h for h in hits if h[0]=='tests/unit/test_git_safety.py']
other=[h for h in hits if h[0]!='tests/unit/test_git_safety.py']
print('source_secret_scan=', 'OK' if not other else other[:10], 'allowed_test_fixtures=', len(allowed))
PY
python - <<'PY'
from pathlib import Path
import re
patterns=[r'sk-[A-Za-z0-9_-]{20,}', r'github_pat_[A-Za-z0-9_]+', r'ghp_[A-Za-z0-9_]+', r'GOCSPX-[A-Za-z0-9_-]+']
hits=[]
for p in Path('frontend/dist').rglob('*') if Path('frontend/dist').exists() else []:
 if p.is_file() and p.stat().st_size<2_000_000:
  txt=p.read_text(errors='ignore')
  for pat in patterns:
   if re.search(pat, txt): hits.append((str(p),pat))
print('build_secret_scan=', 'OK' if not hits else hits[:10])
PY
git diff --check


Output:
........................................................................ [ 17%]
........................................................................ [ 34%]
........................................................................ [ 51%]
........................................................................ [ 69%]
........................................................................ [ 86%]
.........................................................                [100%]
417 passed in 45.10s
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 293 packages, and audited 294 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities

> 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 (4 tests) 362ms
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 (4 tests) 792ms
 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1089ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  564ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  425ms
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/VueCockpitV11.test.ts (6 tests) 979ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  319ms
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/MobileUx.test.ts (5 tests) 1235ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  567ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1637ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  630ms
     ✓ renders transactions workflow and confirms via API after preview summary  652ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 367ms
 ✓ src/api/client.test.ts (2 tests) 6ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 298ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 574ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 2910ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  854ms
     ✓ shows review candidates without technical user-mode fields  587ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  400ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 305ms
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"
[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/analysis/budget-vs-actual"
[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/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[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/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[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/categories"
[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"
[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 "/portfolio"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[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/accounts"
[Vue Router warn]: No match found for location with path "/crypto"
[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 "/equity"

 ✓ src/App.test.ts (1 test) 199ms
 ✓ src/utils/formatters.test.ts (2 tests) 12ms

 Test Files  14 passed (14)
      Tests  55 passed (55)
   Start at  08:43:42
   Duration  6.19s (transform 5.90s, setup 3.48s, import 8.72s, tests 10.76s, environment 13.67s)

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

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

transforming...✓ 349 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                   0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2            35.14 kB
dist/assets/primeicons-MpK4pl85.ttf              84.98 kB
dist/assets/primeicons-WjwUDZjB.woff             85.05 kB
dist/assets/primeicons-DMOk5skT.eot              85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-DWraoy_S.css         0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetCategoriesPage-BckUf4Yg.css     0.45 kB │ gzip:   0.23 kB
dist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB
dist/assets/index-CriXl9ci.css                   37.32 kB │ gzip:   8.80 kB
dist/assets/portfolio-m8osM1XA.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-CHRrbi3k.js                0.35 kB │ gzip:   0.27 kB
dist/assets/formatters-BOVcRv_I.js                0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-6B8sxYlE.js                    0.56 kB │ gzip:   0.26 kB
dist/assets/cash-D8jwHDQ-.js                      0.62 kB │ gzip:   0.29 kB
dist/assets/positions-e2JV2QBj.js                 0.70 kB │ gzip:   0.28 kB
dist/assets/RoadmapPage-D_T_5ofq.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-0BIbuNts.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-Co_QCvLo.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-BvFzHVKP.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-BWyFNsLp.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-CxiU-y5D.js            1.20 kB │ gzip:   0.73 kB
dist/assets/SectionCard-CIZSD3vs.js               1.24 kB │ gzip:   0.62 kB
dist/assets/toolbar-kjTfqmwK.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-BB-E17-w.js                   1.45 kB │ gzip:   0.81 kB
dist/assets/AllocationBars-DxPXB7PD.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-Du7Ilc7j.js               1.83 kB │ gzip:   1.02 kB
dist/assets/LocalDataStatus-CyGG-B0P.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-DD0wyF0U.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-CTrKChcd.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/budget-vhSNVlVr.js                    4.07 kB │ gzip:   1.19 kB
dist/assets/PortfolioPage-BsCeKqIi.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CategoryAnalysisPage-D3bg_SUd.js      4.10 kB │ gzip:   1.79 kB
dist/assets/MonthlyComparisonPage-BrQ5zr55.js     4.39 kB │ gzip:   1.87 kB
dist/assets/CommandCenter-Cn-VhPMk.js             5.19 kB │ gzip:   2.17 kB
dist/assets/WalletsPage-C8MR4Zpc.js               5.77 kB │ gzip:   2.44 kB
dist/assets/BudgetVsActualPage-D0IHMAeN.js        6.25 kB │ gzip:   2.32 kB
dist/assets/BudgetOverviewPage-DsfNnQA7.js        6.51 kB │ gzip:   2.60 kB
dist/assets/BudgetStatusPage-7h0kt_2z.js          6.98 kB │ gzip:   2.57 kB
dist/assets/BudgetSetupPage-DT-PCzI6.js           8.65 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-oAEiunfB.js           8.99 kB │ gzip:   2.75 kB
dist/assets/BudgetCategoriesPage-CcQaDBW-.js     10.84 kB │ gzip:   3.51 kB
dist/assets/BudgetIncomePage-D65Kk_oW.js         14.20 kB │ gzip:   4.40 kB
dist/assets/message-DW6rWJ1U.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/CryptoPage-BSI-hwYe.js               17.46 kB │ gzip:   5.40 kB
dist/assets/BudgetTransactionsPage-CJOGWqog.js   19.28 kB │ gzip:   6.21 kB
dist/assets/EquityPage-b7IyXk9M.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-BzvzH1yM.js          20.98 kB │ gzip:   5.88 kB
dist/assets/BudgetImportReviewPage-CkJYIhhq.js   34.19 kB │ gzip:  10.07 kB
dist/assets/tag-BiQyF5vV.js                      86.43 kB │ gzip:  20.48 kB
dist/assets/datatable-BW88tT56.js               305.76 kB │ gzip:  63.52 kB
dist/assets/index-BNzjIuIr.js                   614.70 kB │ gzip: 172.45 kB

✓ built in 1.41s
[plugin builtin:vite-reporter]
(!) Some chunks are larger than 500 kB after minification. Consider:
- Using dynamic import() to code-split the application
- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting
- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.
source_secret_scan= OK allowed_test_fixtures= 2
build_secret_scan= OK


Main-Tests sind grün. Ich erstelle jetzt die UAT-Matrix und führe den kleinen UAT bewusst auf einer Test-Runtime-Kopie durch, nicht auf der produktiven Runtime.

Explanation:
**Organizing git processes**

I need to clean up git safety before pushing main/tag, especially after updating the documentation. The user wants the UAT matrix/status updated after merging, potentially committing a new change on main afterward. But, it looks like the tag should come after a successful main green check and a backup of UAT docs. It's complicated, but I have to ensure the final release includes the UAT matrix and status update before tagging. Maybe I should follow instructions and create the matrix first?
**Planning UAT and tagging**

So, I can only tag if the main is green. I need to create documentation and run UAT tests before the final tag, making sure nothing changes in features. After updating the documents, I’ll push the main. I will handle the UAT matrix now, performing a small UAT on the test runtime. I have to design a scripted test-runtime copy with either API/TestClient or services directly. Lastly, I want to clarify statuses like "Pending manual" versus "Automated smoke passed" for each test point.
**Determining UAT process**

I could run unit tests with a temporary database that already covers certain aspects. If there aren't suitable candidates, I can perform a "small real UAT" using the Test-Runtime-Copy. So, I need to do a runtime copy and tackle actions like ignoring/reopening candidates, testing merchant alias rules, and possibly splitting previews. Identifying the API endpoints is tricky though. I'll use TestClient to copy the database and create a safe synthetic UAT candidate that won't affect production. I’ll inspect router endpoints to figure this out.

from hermes_tools import terminal
repo='/home/agent/.hermes/repos/FinanceManager'
cmd="""python - <<'PY'
from pathlib import Path
import shutil
for p in ['frontend/dist','frontend/node_modules','.pytest_cache','frontend/.vite','frontend/node_modules/.vite']:
 q=Path(p)
 if q.exists(): shutil.rmtree(q) if q.is_dir() else q.unlink()
for q in Path('.').rglob('__pycache__'):
 shutil.rmtree(q)
PY
python -m jarvis_finance.cli.main git-safety-scan .
git diff --check
git status --short --branch"""
out=terminal(cmd, workdir=repo, timeout=300)
print(out['output'])
print('exit', out['exit_code'])


Output:
GIT_SAFETY_OK
## main...origin/main [voraus 31]
exit 0


def .*candidate|def .*confirm|def .*ignore|def .*reopen|def .*split|class .*Candidate|merchant|alias|rule


     1|from __future__ import annotations
     2|
     3|import csv
     4|import hashlib
     5|import json
     6|import re
     7|from collections import defaultdict
     8|from dataclasses import dataclass
     9|from datetime import datetime, timedelta
    10|from decimal import Decimal, InvalidOperation
    11|from sqlite3 import Connection
    12|from typing import Any
    13|
    14|from fastapi import HTTPException
    15|
    16|from jarvis_finance.audit.log import record_audit_event
    17|from jarvis_finance.services.budget_common import new_id, now, row_to_dict
    18|from jarvis_finance.services.budget_transactions import confirm_budget_transaction
    19|
    20|SUBSCRIPTION_PATTERNS = ["APPLE", "APPLE.COM", "GOOGLE", "AMAZON PRIME", "NETFLIX", "DISNEY", "DISNEYPLUS"]
    21|MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]
    22|GALAXUS_PATTERNS = ["GALAXUS"]
    23|INCOME_PATTERNS = ["LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT"]
    24|TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "MARCEL", "MELANIE", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "GUTSCHRIFT VON"]
    25|
    26|
    27|def _decimal_text(value: object) -> str | None:
    28|    if value in (None, ""):
    29|        return None
    30|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-")
    31|    text = text.replace("+", "")
    32|    if text.count(",") == 1 and text.count(".") == 0:
    33|        text = text.replace(",", ".")
    34|    text = text.replace(" ", "")
    35|    try:
    36|        return format(abs(Decimal(text)), "f")
    37|    except (InvalidOperation, ValueError):
    38|        return None
    39|
    40|
    41|def _signed_decimal(value: object) -> Decimal | None:
    42|    if value in (None, ""):
    43|        return None
    44|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-").replace("+", "")
    45|    if text.count(",") == 1 and text.count(".") == 0:
    46|        text = text.replace(",", ".")
    47|    text = text.replace(" ", "")
    48|    try:
    49|        return Decimal(text)
    50|    except (InvalidOperation, ValueError):
    51|        return None
    52|
    53|
    54|def _normalise(value: object) -> str:
    55|    return str(value or "").strip().lower().replace("ä", "ae").replace("ö", "oe").replace("ü", "ue").replace("\ufeff", "")
    56|
    57|
    58|def _upper_ascii(value: object) -> str:
    59|    return _normalise(value).upper()
    60|
    61|
    62|def _date_text(value: object) -> str | None:
    63|    text = str(value or "").strip()
    64|    if not text:
    65|        return None
    66|    if re.match(r"^\d{4}-\d{2}-\d{2}", text):
    67|        return text[:10]
    68|    m = re.match(r"^(\d{1,2})\.(\d{1,2})\.(\d{4})", text)
    69|    if m:
    70|        d, mo, y = m.groups()
    71|        return f"{y}-{int(mo):02d}-{int(d):02d}"
    72|    return text[:10] if len(text) >= 10 else None
    73|
    74|
    75|def _category_name(conn: Connection, category_id: str | None) -> str | None:
    76|    if not category_id:
    77|        return None
    78|    row = conn.execute("SELECT name FROM budget_categories WHERE category_id=?", (category_id,)).fetchone()
    79|    return str(row["name"]) if row else None
    80|
    81|
    82|def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:
    83|    cats = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1").fetchall()
    84|    for needle in needles:
    85|        n = _normalise(needle)
    86|        for cat in cats:
    87|            if n and (n in _normalise(cat["name"]) or _normalise(cat["name"]) in n):
    88|                return str(cat["category_id"]), str(cat["name"])
    89|    return None, None
    90|
    91|
    92|def suggest_category(conn: Connection, description: str, source_label: str = "") -> tuple[str | None, str | None, str, bool]:
    93|    text = _normalise(f"{source_label} {description}")
    94|    if "migros" in text or "cumulus" in text:
    95|        cid, cname = _category_by_name(conn, ["Essen & Haushalt", "Grosseinkauf", "Essen", "Haushalt", "Leben"])
    96|        return cid, cname or "Essen & Haushalt / Grosseinkauf", "0.80", cid is None
    97|    keyword_map = [
    98|        (["krankenkasse", "versicherung", "axa", "zurich", "css", "helsana"], ["Versicherungen", "Krankenkasse"]),
    99|        (["coop", "denner", "aldi", "lidl"], ["Essen", "Haushalt", "Leben"]),
   100|        (["sbb", "zug", "bahn", "parking", "tankstelle", "mazda"], ["Mobilität", "Auto"]),
   101|        (["lohn", "salary", "einkommen", "gutschrift"], ["Einnahmen", "Lohn"]),
   102|    ]
   103|    for words, cats in keyword_map:
   104|        if any(w in text for w in words):
   105|            cid, cname = _category_by_name(conn, cats)
   106|            return cid, cname or cats[0], "0.65", cid is None
   107|    return None, None, "0.20", True
   108|
   109|
   110|def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:
   111|    if not tx_date or not amount:
   112|        return None
   113|    row = conn.execute(
   114|        """
   115|        SELECT budget_transaction_id FROM budget_transactions
   116|        WHERE transaction_date=? AND status IN ('confirmed','reversed')
   117|          AND COALESCE(amount_chf, amount_original)=?
   118|          AND lower(description)=lower(?)
   119|        ORDER BY created_at LIMIT 1
   120|        """,
   121|        (tx_date, amount, description),
   122|    ).fetchone()
   123|    return str(row["budget_transaction_id"]) if row else None
   124|
   125|
   126|def _candidate_key(source_label: str, row_ref: str, tx_date: str | None, amount: str | None, description: str) -> str:
   127|    raw = "|".join([source_label, row_ref, tx_date or "", amount or "", description])
   128|    return hashlib.sha256(raw.encode("utf-8")).hexdigest()[:24]
   129|
   130|
   131|STATUS_LABELS = {
   132|    "pending": "Offen",
   133|    "auto_categorized": "Sicher vorgeschlagen",
   134|    "needs_review": "Review nötig",
   135|    "confirmed": "Bestätigt",
   136|    "ignored": "Ignoriert",
   137|    "covered_by_source": "Durch Quelle abgedeckt",
   138|    "covered_by_migros": "Durch Migros abgedeckt",
   139|    "duplicate_candidate": "Mögliches Duplikat",
   140|    "duplicate": "Mögliches Duplikat",
   141|    "transfer_candidate": "Möglicher Transfer",
   142|    "superseded": "Ersetzt",
   143|}
   144|
   145|
   146|def _candidate_view(row) -> dict[str, Any]:
   147|    data = row_to_dict(row) | {"requires_review": bool(row["requires_review"])}
   148|    data["status_label"] = data.get("status_label") or STATUS_LABELS.get(str(data.get("status") or ""), str(data.get("status") or ""))
   149|    return data
   150|
   151|
   152|def _normalized_merchant_name(value: object) -> str:
   153|    return re.sub(r"[^a-z0-9]+", " ", _normalise(value)).strip()
   154|
   155|
   156|def _merchant_text(row_or_description: Any, source_type: str | None = None) -> str:
   157|    if isinstance(row_or_description, dict):
   158|        return _normalise(" ".join(str(row_or_description.get(k) or "") for k in ("merchant", "description", "source_file_label")))
   159|    return _normalise(row_or_description)
   160|
   161|
   162|def _merchant_alias_matches(alias, candidate) -> bool:
   163|    if alias["source_type"] and alias["source_type"] != candidate["source_type"]:
   164|        return False
   165|    text = _merchant_text(row_to_dict(candidate))
   166|    pattern = str(alias["pattern"] or "")
   167|    norm_pattern = _normalise(pattern)
   168|    if alias["match_type"] == "exact":
   169|        return text == norm_pattern or _normalise(candidate["merchant"] or "") == norm_pattern
   170|    if alias["match_type"] == "regex":
   171|        try:
   172|            return re.search(pattern, text, re.IGNORECASE) is not None
   173|        except re.error:
   174|            return False
   175|    return norm_pattern in text
   176|
   177|
   178|def _fingerprint(parts: list[object]) -> str:
   179|    raw = "|".join(str(p or "").strip() for p in parts)
   180|    return hashlib.sha256(raw.encode("utf-8")).hexdigest()[:32]
   181|
   182|
   183|def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:
   184|    existing = conn.execute(
   185|        """
   186|        SELECT 1 FROM budget_transaction_candidates
   187|        WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?
   188|          AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')
   189|        """,
   190|        (row["source_file_label"], row.get("source_row_or_range"), row.get("transaction_date"), row["description"], row.get("amount_original")),
   191|    ).fetchone()
   192|    if existing:
   193|        return False
   194|    conn.execute(
   195|        """
   196|        INSERT INTO budget_transaction_candidates(
   197|          transaction_candidate_id, source_file_label, source_row_or_range, source_type,
   198|          transaction_date, description, merchant, amount_original, currency_original,
   199|          proposed_category_id, proposed_category_name, duplicate_of_transaction_id,
   200|          confidence, requires_review, status, notes, created_at, updated_at,
   201|          classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,
   202|          receipt_key, linked_candidate_id, account_source, raw_fingerprint
   203|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
   204|        """,
   205|        (
   206|            row["transaction_candidate_id"], row["source_file_label"], row.get("source_row_or_range"), row.get("source_type") or "csv_seed",
   207|            row.get("transaction_date"), row["description"], row.get("merchant"), row.get("amount_original"), row.get("currency_original") or "CHF",
   208|            row.get("proposed_category_id"), row.get("proposed_category_name"), row.get("duplicate_of_transaction_id"),
   209|            row.get("confidence") or "0", 1 if row.get("requires_review", True) else 0, row.get("status") or "pending", row.get("notes"), row["created_at"], row["updated_at"],
   210|            row.get("classification"), row.get("review_reason"), row.get("rule_id"), row.get("rule_name"), row.get("source_priority") or 50, row.get("covered_by_source"),
   211|            row.get("receipt_key"), row.get("linked_candidate_id"), row.get("account_source"), row.get("raw_fingerprint"),
   212|        ),
   213|    )
   214|    return True
   215|
   216|
   217|def seed_transaction_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]] | list[list[Any]], *, source_file_label: str, source_type: str = "csv_seed") -> dict[str, int]:
   218|    created = duplicates = review = suggested = ignored = confirmed = 0
   219|    for idx, raw in enumerate(rows, start=1):
   220|        if isinstance(raw, dict):
   221|            low = {_normalise(k): v for k, v in raw.items()}
   222|            description = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("artikel") or low.get("merchant") or low.get("merchantname") or low.get("haendler") or "").strip()
   223|            merchant = str(low.get("merchant") or low.get("merchantname") or low.get("filiale") or low.get("haendler") or "").strip() or None
   224|            tx_date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum") or low.get("valutadate"))
   225|            amount = _decimal_text(low.get("betrag") or low.get("amount") or low.get("umsatz") or low.get("wert") or low.get("originalamount"))
   226|        else:
   227|            cells = [str(c).strip() for c in raw]
   228|            description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), "")
   229|            merchant = None
   230|            tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)
   231|            amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)
   232|        if not description or not amount:
   233|            ignored += 1
   234|            continue
   235|        cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)
   236|        dup = _duplicate_of(conn, tx_date, amount, description)
   237|        status = "duplicate" if dup else ("needs_review" if needs_review else "pending")
   238|        if dup:
   239|            duplicates += 1
   240|        if cid:
   241|            suggested += 1
   242|        if needs_review:
   243|            review += 1
   244|        ts = now()
   245|        row_ref = f"R{idx}"
   246|        inserted = _insert_candidate(conn, {
   247|            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, description),
   248|            "source_file_label": source_file_label,
   249|            "source_row_or_range": row_ref,
   250|            "source_type": source_type,
   251|            "transaction_date": tx_date,
   252|            "description": description[:300],
   253|            "merchant": merchant,
   254|            "amount_original": amount,
   255|            "currency_original": "CHF",
   256|            "proposed_category_id": cid,
   257|            "proposed_category_name": cname,
   258|            "duplicate_of_transaction_id": dup,
   259|            "confidence": conf,
   260|            "requires_review": needs_review or bool(dup),
   261|

Use offset=261 to continue reading (showing 1-260 of 1366 lines)


   300|        if not tx_date or not amount:
   301|            ignored += 1
   302|            continue
   303|        key = _fingerprint([tx_date, time, store, register, txn])
   304|        grouped[key].append((idx, raw))
   305|    created = auto = review = line_count = 0
   306|    for key, items in grouped.items():
   307|        first_low = {_normalise(k): v for k, v in items[0][1].items()}
   308|        tx_date = _date_text(first_low.get("datum") or first_low.get("date"))
   309|        time = str(first_low.get("zeit") or first_low.get("time") or "").strip()
   310|        store = str(first_low.get("filiale") or first_low.get("store") or "Migros").strip() or "Migros"
   311|        register = str(first_low.get("kasse") or first_low.get("kassennummer") or first_low.get("register") or "").strip()
   312|        txn = str(first_low.get("transaktion") or first_low.get("transaktionsnummer") or first_low.get("bon") or first_low.get("bon-id") or "").strip()
   313|        total = sum(Decimal(_decimal_text(({_normalise(k): v for k, v in raw.items()}).get("umsatz") or ({_normalise(k): v for k, v in raw.items()}).get("betrag") or ({_normalise(k): v for k, v in raw.items()}).get("amount")) or "0") for _, raw in items)
   314|        amount = format(total, "f")
   315|        needs_review = auto_category_id is None
   316|        status = "needs_review" if needs_review else "auto_categorized"
   317|        classification = "migros_review_missing_category" if needs_review else "migros_receipt_food_household"
   318|        review_reason = "migros_receipt_missing_food_household_category" if needs_review else "migros_receipt_auto_food_household"
   319|        row_ref = f"BON:{tx_date}:{time}:{store}:{register}:{txn}"[:180]
   320|        ts = now()
   321|        candidate_id = "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, "Migros Bon")
   322|        inserted = _insert_candidate(conn, {
   323|            "transaction_candidate_id": candidate_id,
   324|            "source_file_label": source_file_label,
   325|            "source_row_or_range": row_ref,
   326|            "source_type": "migros_receipt",
   327|            "transaction_date": tx_date,
   328|            "description": f"Migros Bon {store}"[:300],
   329|            "merchant": store,
   330|            "amount_original": amount,
   331|            "currency_original": "CHF",
   332|            "proposed_category_id": None if needs_review else auto_category_id,
   333|            "proposed_category_name": None if needs_review else auto_category_name,
   334|            "confidence": "0.90" if not needs_review else "0.60",
   335|            "requires_review": needs_review,
   336|            "status": status,
   337|            "notes": json.dumps({"rule": "migros_receipt_food_household", "legacy_threshold_chf": threshold_chf, "line_items": len(items), "article_rows_are_detail_only": True}, ensure_ascii=False),
   338|            "classification": classification,
   339|            "review_reason": review_reason,
   340|            "rule_id": "migros_receipt_food_household" if not needs_review else "migros_receipt_missing_category",
   341|            "rule_name": "Migros Bon = Essen & Haushalt" if not needs_review else "Migros Bon Kategorie fehlt",
   342|            "source_priority": 90,
   343|            "receipt_key": key,
   344|            "raw_fingerprint": key,
   345|            "created_at": ts,
   346|            "updated_at": ts,
   347|        })
   348|        if inserted:
   349|            created += 1
   350|            auto += 0 if needs_review else 1
   351|            review += 1 if needs_review else 0
   352|            for idx, raw in items:
   353|                low = {_normalise(k): v for k, v in raw.items()}
   354|                item_amount = _decimal_text(low.get("umsatz") or low.get("betrag") or low.get("amount"))
   355|                conn.execute(
   356|                    """
   357|                    INSERT OR IGNORE INTO budget_import_line_items(
   358|                        line_item_id, transaction_candidate_id, source_file_label, receipt_key,
   359|                        source_row_or_range, item_name, quantity, is_promotion, amount_original,
   360|                        currency_original, raw_fingerprint, created_at
   361|                    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)
   362|                    """,
   363|                    ("bline_" + _fingerprint([source_file_label, key, idx]), candidate_id, source_file_label, key, f"R{idx}", str(low.get("artikel") or low.get("article") or "").strip(), str(low.get("menge") or low.get("quantity") or "").strip() or None, 1 if _normalise(low.get("aktion") or "") in {"1", "true", "ja", "yes"} else 0, item_amount, _fingerprint([source_file_label, idx, raw]), ts),
   364|                )
   365|                line_count += 1
   366|    conn.commit()
   367|    return {"receipt_candidate_count": created, "candidate_count": created, "line_item_count": line_count, "auto_assigned_count": auto, "review_required_count": review, "ignored_count": ignored}
   368|
   369|
   370|def preview_migros_receipts_2026(conn: Connection, *, year: str = "2026") -> dict[str, Any]:
   371|    rows = conn.execute(
   372|        """
   373|        SELECT status, COUNT(*) AS count
   374|        FROM budget_transaction_candidates
   375|        WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?
   376|        GROUP BY status
   377|        """,
   378|        (year,),
   379|    ).fetchall()
   380|    by_status = {str(r["status"]): int(r["count"] or 0) for r in rows}
   381|    receipt_total = sum(by_status.values())
   382|    confirmed = by_status.get("confirmed", 0)
   383|    open_count = sum(count for status, count in by_status.items() if status not in {"confirmed", "ignored", "superseded", "reference_2025", "archived_reference"})
   384|    covered = conn.execute(
   385|        """
   386|        SELECT COUNT(*) FROM budget_transaction_candidates
   387|        WHERE status='covered_by_migros' AND substr(COALESCE(transaction_date,''),1,4)=?
   388|        """,
   389|        (year,),
   390|    ).fetchone()[0]
   391|    line_items = conn.execute(
   392|        """
   393|        SELECT COUNT(*)
   394|        FROM budget_import_line_items li
   395|        JOIN budget_transaction_candidates c ON c.transaction_candidate_id=li.transaction_candidate_id
   396|        WHERE c.source_type='migros_receipt' AND substr(COALESCE(c.transaction_date,''),1,4)=?
   397|        """,
   398|        (year,),
   399|    ).fetchone()[0]
   400|    article_candidates = conn.execute(
   401|        """
   402|        SELECT COUNT(*) FROM budget_transaction_candidates
   403|        WHERE substr(COALESCE(transaction_date,''),1,4)=?
   404|          AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')
   405|          AND COALESCE(source_type,'') NOT IN ('migros_receipt')
   406|          AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')
   407|        """,
   408|        (year,),
   409|    ).fetchone()[0]
   410|    return {
   411|        "year": year,
   412|        "receipt_candidate_count": receipt_total,
   413|        "confirmed_receipt_count": confirmed,
   414|        "open_receipt_count": open_count,
   415|        "covered_by_migros_count": int(covered or 0),
   416|        "line_item_count": int(line_items or 0),
   417|        "article_candidate_count": int(article_candidates or 0),
   418|        "status_counts": by_status,
   419|        "dry_run": True,
   420|    }
   421|
   422|
   423|def confirm_migros_receipts_2026(conn: Connection, *, account_id: str, year: str = "2026") -> dict[str, Any]:
   424|    if not account_id:
   425|        raise HTTPException(status_code=422, detail="account_id required")
   426|    category_id, category_name = _category_id_name(conn, "Essen & Haushalt")
   427|    if not category_id:
   428|        raise HTTPException(status_code=422, detail="Essen & Haushalt category required")
   429|    rows = conn.execute(
   430|        """
   431|        SELECT * FROM budget_transaction_candidates
   432|        WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?
   433|          AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')
   434|        ORDER BY transaction_date, created_at
   435|        """,
   436|        (year,),
   437|    ).fetchall()
   438|    ts = now()
   439|    confirmed = skipped = 0
   440|    errors: list[dict[str, str]] = []
   441|    for row in rows:
   442|        cid = str(row["transaction_candidate_id"])
   443|        try:
   444|            conn.execute(
   445|                """
   446|                UPDATE budget_transaction_candidates
   447|                SET proposed_category_id=?, proposed_category_name=?, confidence='0.98', requires_review=0,
   448|                    status='auto_categorized', classification='migros_receipt_food_household',
   449|                    review_reason='migros_receipt_auto_food_household', rule_id='migros_receipt_food_household',
   450|                    rule_name='Migros Bon = Essen & Haushalt', updated_at=?
   451|                WHERE transaction_candidate_id=?
   452|                """,
   453|                (category_id, category_name, ts, cid),
   454|            )
   455|            confirm_transaction_candidate(conn, cid, {"account_id": account_id, "category_id": category_id, "budget_year": year})
   456|            confirmed += 1
   457|        except Exception as exc:  # keep per-candidate auditability and aggregate reporting
   458|            skipped += 1
   459|            errors.append({"candidate_id": cid, "error": str(getattr(exc, "detail", str(exc)))})
   460|    audit_id = record_audit_event(
   461|        conn,
   462|        source="budget_phase111_migros",
   463|        action="migros_receipts_2026_confirmed",
   464|        entity_type="budget_transaction_candidate",
   465|        entity_id=f"migros:{year}",
   466|        new_values={"confirmed_count": confirmed, "skipped_count": skipped, "error_count": len(errors), "line_item_transaction_count": 0},
   467|        created_by="agent",
   468|    )
   469|    conn.commit()
   470|    return {"year": year, "confirmed_count": confirmed, "skipped_count": skipped, "errors": errors, "line_item_transaction_count": 0, "audit_id": audit_id}
   471|
   472|
   473|def _matches_any(text: str, patterns: list[str]) -> bool:
   474|    hay = _normalise(text)
   475|    return any(_normalise(p) in hay for p in patterns)
   476|
   477|
   478|PHASE16_RULES: list[dict[str, Any]] = [
   479|    {"id": "p16_food_supermarket", "name": "Essen & Haushalt · Supermarkt/Lebensmittel", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.88", "patterns": ["Migros", "Coop", "ALDI SUISSE", "Lidl", "Denner", "Volg", "Schmidt's Märkte", "SPAR", "Yavuz Market", "Supermercato Dpiu"]},
   480|    {"id": "p16_food_convenience", "name": "Essen & Haushalt · Convenience/Kiosk", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.84", "patterns": ["Migrolino", "Coop Pronto", "Coop Vitality", "Avec", "K Kiosk", "Sonneland Kiosk"]},
   481|    {"id": "p16_food_restaurant", "name": "Essen & Haushalt · Restaurant/Takeaway", "category": "Essen & Haushalt", "classification": "food_household", "confidence": "0.82", "patterns": ["McDonald's", "Burger King", "Holy Cow", "Subway", "Brezelkönig", "Dunkin", "Restaurant Smiling Fish", "Restaurant Aquarena", "FELFEL AG", "Just Eat", "PostFinance Restaurant W", "Erne Chuchi", "DORY & DU", "Marche Burger", "Ristorante Sale e Pepe", "Marché Restaurants", "Herrlisberg Gran Bar", "Restaurant Pantanal", "Ristorante Pizzeria La Pa", "Mammami", "Restaurant Zoologischer G", "Restaurant Big Sterne", "Artigiano Pizzeria Nap", "Restaurant Waldkantine", "Restaurant Tannegg", "Gasthaus Felsgarten", "Lenzo Palace", "kunz AG art of sweets", "Spezialitäten-Metzgerei Bechinger", "Müller Drogeriemarkt", "Sonneland AG Shop", "Sportcenter Bustelbach"]},
   482|    {"id": "p16_home_garden", "name": "Hausrat / Möbel & Garten", "category": "Hausrat / Möbel & Garten", "classification": "home_garden", "confidence": "0.86", "patterns": ["IKEA", "Möbelmarkt Dogern", "JUMBO", "Boni-Shop", "Landi", "Zulauf Gartencenter", "Grillfurst Schweiz GmbH"]},
   483|    {"id": "p16_leisure_subscriptions", "name": "Freizeit / Ausflüge / Abos", "category": "Freizeit / Ausflüge / Abos", "classification": "subscription_auto", "confidence": "0.90", "patterns": ["Apple", "Apple.com", "Google", "Amazon Prime", "Netflix", "Disney", "Disney Plus", "Disney Streaming", "DisneyPlus", "Paramount+", "Prime Video CH", "Babbel", "OpenAI", "ChatGPT", "Europa-Park", "Knie's Kinderzoo", "Zoo Zürich", "Zoo Basel", "Zoo Hasel", "Technorama", "Legionarspfad", "Bad Schinznach", "aquabasilea", "Thermalbad Zurzach", "Alpamare", "sole uno", "Thermalquelle", "Kurhotel im Park", "Kraftreaktor", "Seilbahn Weissenstein", "Grand Casino Baden", "Pathé", "Cinema Excelsior", "Koi-Breeder", "OTT-Feuerwerk"]},
   484|    {"id": "p16_health_medical", "name": "Gesundheit / Medizin", "category": "Gesundheit / Medizin", "classification": "health_medical", "confidence": "0.88", "patterns": ["Kantonsspital Baden", "KSB", "Universitätsspital Zürich", "Spital Bulach", "Spital Wil", "Apotheke Suessbach", "Vindonissa Rotpunkt", "Loewen Apotheke Frick", "Rotpunkt Apotheken", "Storchen Apotheke", "Apotheke Tag", "Analytica Med", "Laboratori", "Stiftung Gesundheit", "iHerb"]},
   485|    {"id": "p16_auto_transport", "name": "Auto / Transport", "category": "Auto / Transport", "classification": "auto_transport", "confidence": "0.87", "patterns": ["Agrola", "Migrol", "Tamoil", "AVIA", "Esso", "Royal Dutch Shell", "Shell", "Voegtlin-Meyer", "Tankstelle Gebr. Knecht", "Tank-Rastanlage Neckarbur", "Spital Bulach - Parking", "ParkplatzAnnerstrasse", "Parkplatz Rosengarten", "City Parkhaus Zürich", "Parkhaus Trafo Baden", "EasyPark", "Eisi Parkhaus", "Parkhaus Messe Zürich", "Parking Gais-Center", "Mobility Hub Parkservice", "Parkingpay", "SBB CFF FFS", "SBB P+Rail Turgi", "Flughafen Zürich", "Palma de Mallorca Airport", "Volvo Car Corporation"]},
   486|    {"id": "p16_shopping", "name": "Shopping / Kleidung & Elektronik", "category": "Shopping / Kleidung & Elektronik", "classification": "shopping", "confidence": "0.84", "patterns": ["Apfelkiste", "Apple", "MediaMarkt", "H&M", "C&A", "VAN GRAAF", "Claire's", "Dosenbach", "Vero Moda", "OLYMP Digital", "Decathlon", "Smyths Toys", "AliExpress"]},
   487|    {"id": "p16_pets", "name": "Haustiere", "category": "Haustiere", "classification": "pets", "confidence": "0.89", "patterns": ["QUALIPET", "Fressnapf", "Kleintierpraxis Tim"]},
   488|    {"id": "p16_admin_other", "name": "Sonstiges / Administration", "category": "Sonstiges / Administration", "classification": "admin_other", "confidence": "0.76", "patterns": ["Finanzverw.des Kt Schaffh", "Gemeinde Windisch", "Gemeindeverw. Spreitenbac", "Regionalpolizei Brugg", "Dropbox", "Norton", "2CO.COM", "BITDEFENDER", "Bitdefender", "Alpha Progression", "Solar Manager AG", "TradingView", "Ricardo", "Beck-Mobile", "Eventlogistik-Armyliq", "Payment Solution & Servic", "SegPay.com", "Sami International"]},
   489|]
   490|
   491|GALAXUS_DIGITEC_RULE = {"id": "p16_galaxus_digitec_review", "name": "Galaxus/Digitec manuell prüfen oder splitten", "category": "Shopping / Kleidung & Elektronik", "classification": "galaxus_review", "confidence": "0.72", "patterns": ["Digitec Galaxus AG", "Galaxus", "Digitec"]}
   492|
   493|
   494|def _is_primary_migros_card_text(text: str) -> bool:
   495|    hay = _normalise(text)
   496|    if "migrol" in hay:
   497|        return False
   498|    return any(p in hay for p in ["migros", "cumulus", "mmm "])
   499|
   500|
   501|def _phase16_match(text: str) -> dict[str, Any] | None:
   502|    if _matches_any(text, GALAXUS_DIGITEC_RULE["patterns"]):
   503|        return GALAXUS_DIGITEC_RULE
   504|    for rule in PHASE16_RULES:
   505|        if _matches_any(text, rule["patterns"]):
   506|            return rule
   507|    return None
   508|
   509|
   510|def _category_id_name(conn: Connection, name: str) -> tuple[str | None, str]:
   511|    row = conn.execute("SELECT category_id, name FROM budget_categories WHERE is_active=1 AND lower(name)=lower(?) ORDER BY sort_order LIMIT 1", (name,)).fetchone()
   512|    if row:
   513|        return str(row["category_id"]), str(row["name"])
   514|    cid, cname = _category_by_name(conn, [name])
   515|    return cid, cname or name
   516|
   517|
   518|def apply_user_budget_rules_to_candidates(conn: Connection, *, year: str = "2026") -> dict[str, int]:
   519|    rows = conn.execute(
   520|        """
   521|        SELECT * FROM budget_transaction_candidates
   522|        WHERE substr(COALESCE(transaction_date,''),1,4)=?
   523|          AND source_type IN ('credit_card_csv','migros_receipt')
   524|          AND status NOT IN ('confirmed','ignored','superseded')
   525|        ORDER BY created_at
   526|        """,
   527|        (year,),
   528|    ).fetchall()
   529|    counts = {
   530|        "candidate_total": 0, "auto_categorized_count": 0, "review_required_count": 0,
   531|        "galaxus_digitec_review_count": 0, "covered_by_migros_count": 0,
   532|        "migros_under_50_count": 0, "migros_over_50_count": 0, "subscription_count": 0,
   533|        "health_medical_count": 0, "auto_transport_count": 0, "shopping_count": 0,
   534|        "pets_count": 0, "admin_other_count": 0, "unclear_count": 0,
   535|        "productive_confirmed_count": 0,
   536|    }
   537|    changed = 0
   538|    ts = now()
   539|    for row in rows:
   540|        counts["candidate_total"] += 1
   541|        desc = f"{row['merchant'] or ''} {row['description'] or ''}"
   542|        source_type = row["source_type"]
   543|        status = "needs_review"; requires_review = 1; category_id = None; category_name = None
   544|        confidence = "0.35"; classification = "unclear"; review_reason = "Keine sichere Regel gefunden"; rule_id = "p16_unclear"; rule_name = "Unklar · manuelle Prüfung"; covered_by = None
   545|        if source_type == "credit_card_csv" and _is_primary_migros_card_text(desc):
   546|            status = "covered_by_migros"; requires_review = 0; confidence = "0.96"; classification = "covered_by_migros"
   547|            review_reason = "Migros-CSV ist primäre Quelle für Migros-Ausgaben"; rule_id = "p16_card_migros_covered"; rule_name = "Kreditkarten-Migros durch Migros-CSV abgedeckt"; covered_by = "migros_csv"
   548|            counts["covered_by_migros_count"] += 1
   549|        elif source_type == "migros_receipt":
   550|            category_id, category_name = _category_id_name(conn, "Essen & Haushalt")
   551|            classification = "migros_receipt_food_household"
   552|            confidence = "0.98"
   553|            rule_id = "migros_receipt_food_household"
   554|            rule_name = "Migros Bon = Essen & Haushalt"
   555|            review_reason = "Migros Bon automatisch Essen & Haushalt; Artikelzeilen bleiben Detaildaten"
   556|            status = "auto_categorized"
   557|            requires_review = 0
   558|            counts["migros_under_50_count"] += 1
   559|        else:
   560|            rule = _phase16_match(desc)
   561|            if rule:
   562|                category_id, category_name = _category_id_name(conn, str(rule["category"]))
   563|                classification = str(rule["classification"]); confidence = str(rule["confidence"]); rule_id = str(rule["id"]); rule_name = str(rule["name"])
   564|                if rule is GALAXUS_DIGITEC_RULE:
   565|                    status = "needs_review"; requires_review = 1; review_reason = "Galaxus/Digitec bitte manuell prüfen oder splitten"; counts["galaxus_digitec_review_count"] += 1
   566|                elif classification == "admin_other" and Decimal(confidence) < Decimal("0.80"):
   567|                    status = "needs_review"; requires_review = 1; review_reason = "Sonstiges/Administration eher manuell prüfen"
   568|                else:
   569|                    status = "auto_categorized"; requires_review = 0; review_reason = f"Automatischer Vorschlag nach Nutzerregel: {rule_name}"
   570|                if classification == "subscription_auto": counts["subscription_count"] += 1
   571|                if classification == "health_medical": counts["health_medical_count"] += 1
   572|                if classification == "auto_transport": counts["auto_transport_count"] += 1
   573|                if classification == "shopping": counts["shopping_count"] += 1
   574|                if classification == "pets": counts["pets_count"] += 1
   575|                if classification == "admin_other": counts["admin_other_count"] += 1
   576|            else:
   577|                counts["unclear_count"] += 1
   578|        if status == "auto_categorized":
   579|            counts["auto_categorized_count"] += 1
   580|        if requires_review:
   581|            counts["review_required_count"] += 1
   582|        conn.execute(
   583|            """
   584|            UPDATE budget_transaction_candidates
   585|            SET proposed_category_id=?, proposed_category_name=?, confidence=?, requires_review=?, status=?,
   586|                classification=?, review_reason=?, rule_id=?, rule_name=?, covered_by_source=?, updated_at=?
   587|            WHERE transaction_candidate_id=?
   588|            """,
   589|            (category_id, category_name, confidence, requires_review, status, classification, review_reason, rule_id, rule_name, covered_by, ts, row["transaction_candidate_id"]),
   590|        )
   591|        changed += 1
   592|    audit_id = record_audit_event(conn, source="budget_phase16_rules", action="apply_user_budget_rules", entity_type="budget_transaction_candidate", entity_id=f"year:{year}", new_values=counts | {"changed_count": changed}, created_by="agent")
   593|    conn.commit()
   594|    counts["audit_id"] = audit_id  # type: ignore[assignment]
   595|    return counts
   596|
   597|
   598|def seed_credit_card_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, subscription_category_id: str | None = None, migros_covered: bool = True) -> dict[str, int]:
   599|    sub_name = _category_name(conn, subscription_category_id)
   600|    created = subs = galaxus = covered = dup_count = review = ignored = 0
   601|    for idx, raw in enumerate(rows, start=1):
   602|        low = {_normalise(k): v for k, v in raw.items()}
   603|        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("merchant") or low.get("merchantname") or low.get("details") or "").strip()
   604|        tx_date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
   605|        amount = _decimal_text(low.get("betrag") or low.get("amount") or low.get("umsatz"))
   606|        if not desc or not amount:
   607|            ignored += 1; continue
   608|        is_sub = _matches_any(desc, SUBSCRIPTION_PATTERNS)
   609|        is_galaxus = _matches_any(desc, GALAXUS_PATTERNS)
   610|        is_migros = _matches_any(desc, MIGROS_PATTERNS)
   611|        dup = _duplicate_of(conn, tx_date, amount, desc)
   612|        status = "pending"; needs_review = False; category_id = None; category_name = None; classification = "card_uncategorized"; reason = "card_review"; conf = "0.40"; covered_by = None
   613|        if is_sub:
   614|            category_id = subscription_category_id; category_name = sub_name; classification = "subscription_auto"; reason = "subscription_merchant_rule"; conf = "0.90"; subs += 1
   615|        if is_migros and migros_covered:
   616|            status = "covered_by_migros"; needs_review = False; classification = "covered_by_migros"; reason = "credit_card_migros_covered_by_migros"; conf = "0.95"; covered_by = "migros_csv"
   617|            covered += 1
   618|        elif dup:
   619|            status = "duplicate"; needs_review = True; reason = "matched_existing_transaction"; dup_count += 1
   620|        elif is_galaxus:
   621|            status = "needs_review"; needs_review = True; classification = "galaxus_review"; reason = "galaxus_requires_user_category_or_split"; conf = "0.70"; galaxus += 1; review += 1
   622|        else:
   623|            status = "needs_review"; needs_review = True; review += 1
   624|        ts = now(); row_ref = f"R{idx}"
   625|        if _insert_candidate(conn, {
   626|            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, tx_date, amount, desc),
   627|            "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": "credit_card_csv",
   628|            "transaction_date": tx_date, "description": desc[:300], "merchant": desc[:120], "amount_original": amount, "currency_original": "CHF",
   629|            "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
   630|            "confidence": conf, "requires_review": needs_review, "status": status, "notes": reason,
   631|            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 70,
   632|            "covered_by_source": covered_by, "raw_fingerprint": _fingerprint([source_file_label, row_ref, tx_date, amount, desc]), "created_at": ts, "updated_at": ts,
   633|        }):
   634|            created += 1
   635|    conn.commit()
   636|    return {"candidate_count": created, "subscription_auto_count": subs, "galaxus_review_count": galaxus, "covered_by_migros_count": covered, "possible_duplicate_count": dup_count, "review_required_count": review, "ignored_count": ignored}
   637|
   638|
   639|@dataclass
   640|class _BankRow:
   641|    idx: int
   642|    date: str | None
   643|    desc: str
   644|    amount_abs: str
   645|    amount_signed: Decimal
   646|    account: str | None
   647|
   648|
   649|def _bank_rows(rows: list[dict[str, Any]]) -> list[_BankRow]:
   650|    parsed = []
   651|    for idx, raw in enumerate(rows, start=1):
   652|        low = {_normalise(k): v for k, v in raw.items()}
   653|        desc = str(low.get("beschreibung") or low.get("description") or low.get("text") or low.get("name") or "").strip()
   654|        date = _date_text(low.get("datum") or low.get("date") or low.get("buchungsdatum"))
   655|        signed = _signed_decimal(low.get("betrag") or low.get("amount") or low.get("umsatz"))
   656|        if not desc or signed is None:
   657|            continue
   658|        parsed.append(_BankRow(idx, date, desc, format(abs(signed), "f"), signed, str(low.get("konto") or low.get("account") or "").strip() or None))
   659|    return parsed
   660|
   661|
   662|def _find_transfer_indices(rows: list[_BankRow]) -> set[int]:
   663|    indices: set[int] = set()
   664|    for i, left in enumerate(rows):
   665|        for right in rows[i + 1:]:
   666|            if left.amount_abs != right.amount_abs or left.amount_signed * right.amount_signed >= 0:
   667|                continue
   668|            if left.date and right.date:
   669|                d1 = datetime.fromisoformat(left.date); d2 = datetime.fromisoformat(right.date)
   670|                if abs((d1 - d2).days) > 3:
   671|                    continue
   672|            joined = f"{left.desc} {right.desc} {left.account or ''} {right.account or ''}"
   673|            if _matches_any(joined, TRANSFER_PATTERNS):
   674|                indices.add(left.idx); indices.add(right.idx)
   675|    return indices
   676|
   677|
   678|def seed_bank_transfer_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, income_category_id: str | None = None) -> dict[str, int]:
   679|    parsed = _bank_rows(rows)
   680|    transfer_indices = _find_transfer_indices(parsed)
   681|    income_name = _category_name(conn, income_category_id)
   682|    created = income = transfer = review = dup_count = 0
   683|    for br in parsed:
   684|        dup = _duplicate_of(conn, br.date, br.amount_abs, br.desc)
   685|        category_id = None; category_name = None; status = "needs_review"; needs_review = True; classification = "bank_review"; reason = "bank_payment_unclear"; tx_type = "expense" if br.amount_signed < 0 else "income"; conf = "0.50"
   686|        if br.idx in transfer_indices:
   687|            status = "transfer_candidate"; needs_review = True; classification = "transfer_candidate"; reason = "possible_internal_transfer"; tx_type = "transfer"; conf = "0.85"; transfer += 1
   688|        elif br.amount_signed > 0 and _matches_any(br.desc, INCOME_PATTERNS):
   689|            category_id = income_category_id; category_name = income_name; status = "pending"; needs_review = False; classification = "income_candidate"; reason = "income_pattern"; tx_type = "income"; conf = "0.85"; income += 1
   690|        elif dup:
   691|            status = "duplicate"; classification = "possible_duplicate"; reason = "matched_existing_transaction"; dup_count += 1
   692|        else:
   693|            review += 1
   694|        ts = now(); row_ref = f"R{br.idx}"
   695|        if _insert_candidate(conn, {
   696|            "transaction_candidate_id": "btxcand_" + _candidate_key(source_file_label, row_ref, br.date, br.amount_abs, br.desc),
   697|            "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": "bank_csv",
   698|            "transaction_date": br.date, "description": br.desc[:300], "merchant": None, "amount_original": br.amount_abs, "currency_original": "CHF",
   699|            "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
   700|

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