--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_plans.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_plans.py
@@ -303,7 +303,12 @@

 def preview_income_plan_templates(conn: Connection, *, year: str = "2026") -> dict:
-    existing = {str(r["name"]).lower() for r in conn.execute("SELECT name FROM budget_plan_items WHERE substr(plan_month,1,4)=? AND is_active=1", (year,)).fetchall()}
+    existing = {str(r["name"]).lower() for r in conn.execute("""
+        SELECT p.name
+        FROM budget_plan_items p
+        JOIN budget_categories c ON c.category_id=p.category_id
+        WHERE substr(p.plan_month,1,4)=? AND p.is_active=1 AND c.category_type='income'
+        """, (year,)).fetchall()}
     templates = [
         {
             "name": spec["name"],
@@ -326,7 +331,12 @@
     renamed = 0
     created_ids: list[str] = []
     for idx, spec in enumerate(INCOME_TEMPLATE_SPECS, start=1):
-        if conn.execute("SELECT 1 FROM budget_plan_items WHERE substr(plan_month,1,4)=? AND lower(name)=lower(?) AND is_active=1", (year, spec["name"])).fetchone():
+        if conn.execute("""
+            SELECT 1
+            FROM budget_plan_items p
+            JOIN budget_categories c ON c.category_id=p.category_id
+            WHERE substr(p.plan_month,1,4)=? AND lower(p.name)=lower(?) AND p.is_active=1 AND c.category_type='income'
+            """, (year, spec["name"])).fetchone():
             skipped += 1
             continue
         legacy = _find_active_income_plan_by_names(conn, year, [str(n) for n in spec.get("legacy_names", [])]) if spec.get("legacy_names") else None


terminal

Output:
......                                                                   [100%]
6 passed in 0.49s


Patch grün. Ich führe den idempotenten Template-Confirm erneut aus; da vorher Backup bereits existiert und diese Aktion nur die fehlende Income-Vorlage ergänzt, kein Betragsinput.

from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd=r'''
python - <<'PY'
import sqlite3, json
from jarvis_finance.services.budget_plans import confirm_income_plan_templates, list_income_plan_items, INCOME_TEMPLATE_SPECS
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
result=confirm_income_plan_templates(con, year='2026')
plans=list_income_plan_items(con, year='2026')
expected=[s['name'] for s in INCOME_TEMPLATE_SPECS]
coverage={name: any(p['name']==name and p['is_active'] for p in plans) for name in expected}
dups={name: sum(1 for p in plans if p['name']==name and p['is_active']) for name in expected if sum(1 for p in plans if p['name']==name and p['is_active'])>1}
amountful_expected=sum(1 for p in plans if p['name'] in expected and (p['monthly_value_chf']!='0.00' or p['annual_value_chf']!='0.00'))
print(json.dumps({'created_count': result['created_count'], 'renamed_count': result.get('renamed_count',0), 'skipped_count': result['skipped_count'], 'all_expected_visible': all(coverage.values()), 'missing':[n for n,v in coverage.items() if not v], 'duplicate_expected_names': dups, 'expected_templates_with_amounts': amountful_expected, 'audit_id': result['audit_id']}, ensure_ascii=False, indent=2))
con.close()
PY
'''
print(terminal(cmd, workdir=wd, timeout=120)['output'])


Output:
{
  "created_count": 1,
  "renamed_count": 0,
  "skipped_count": 9,
  "all_expected_visible": true,
  "missing": [],
  "duplicate_expected_names": {},
  "expected_templates_with_amounts": 0,
  "audit_id": "9e1ed071-a41e-44cd-9387-3aa5994cda16"
}


Runtime-Soll-Liste ist jetzt vollständig: alle 10 Income-Templates sichtbar, keine Duplikate, keine Beträge in Templates. Ich starte die vollständige Verification.

Explanation:
**Confirming routes and tests**

I need to confirm the routing for the iPhone and mobile. It might be best to use a browser and actually click through to see how it works. It’s important to run full tests first since there could be build errors. I'll make sure to check everything thoroughly before moving forward. Let's ensure it's all working as intended!

unset JARVIS_FINANCE_DB_PATH
python -m compileall -q src tests
pytest -q


Output:
........................................................................ [ 16%]
........................................................................ [ 33%]
........................................................................ [ 50%]
........................................................................ [ 67%]
........................................................................ [ 84%]
..................................................................       [100%]
426 passed in 44.37s


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

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

 ✓ src/pages/PositionAddPage.test.ts (4 tests) 370ms
stderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

 ✓ src/pages/CryptoPage.test.ts (4 tests) 644ms
stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 824ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  333ms
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/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1242ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  726ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  378ms
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) 1342ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  711ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1791ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  725ms
     ✓ renders transactions workflow and confirms via API after preview summary  736ms
 ✓ src/pages/BudgetIncomePage.test.ts (4 tests) 758ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 553ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 378ms
     ✓ loads local runtime data automatically and refreshes on demand  307ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 250ms
 ❯ src/pages/GlobalPrimeVueMigration.test.ts (6 tests | 1 failed) 414ms
     ✓ uses a light app shell and user navigation without terminal-dark classes 3ms
     ✓ provides reusable shared PrimeVue UI building blocks  391ms
     ✓ lazy-loads dashboard routes to keep PrimeVue/Chart chunks route scoped 0ms
     ✓ removes old dark user-dashboard styling from migrated user pages 1ms
     × removes low-contrast light text from user pages and shared finance components 11ms
     ✓ renders primary portfolio KPI values with dark readable text on light cards 1ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3497ms
     ✓ shows clean Budget, Transaktionen, Analyse and Setup navigation groups without duplicate review pages  351ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  931ms
     ✓ shows review candidates without technical user-mode fields  642ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  536ms
     ✓ renders category analysis and links category drilldown to effective expenses  357ms
 ✓ src/components/SidebarNav.mobile.test.ts (2 tests) 256ms
 ✓ src/pages/BudgetImportProductionV2.test.ts (2 tests) 1652ms
     ✓ shows source-aware review tabs and candidate type actions  1230ms
     ✓ marks a candidate as credit card payment through audited type action  420ms
 ✓ 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"

 ✓ src/App.test.ts (1 test) 191ms
 ✓ src/utils/formatters.test.ts (2 tests) 20ms

⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯

 FAIL  src/pages/GlobalPrimeVueMigration.test.ts > Global PrimeVue migration v1 > removes low-contrast light text from user pages and shared finance components
AssertionError: pages/BudgetIncomePage.vue: expected '<template>\n  <section class="space-y…' not to match /text-slate-100|text-slate-200|text-sl…/

- Expected:
/text-slate-100|text-slate-200|text-slate-300|text-white|text-gray-100|text-amber-100|text-cyan-100|text-emerald-100|text-rose-100/

+ Received:
"<template>

Budget · Einkünfte

Einkünfte planen

Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit.

      <select v-model=\"year\" class=\"field max-w-xs\" @change=\"load\"><option value=\"2026\">Budgetjahr 2026</option><option value=\"2025\">Referenzjahr 2025</option></select>

{{ error }}

{{ message }}

{{ card.label }}

{{ card.value }}

{{ card.hint }}

Noch keine Planwerte erfasst. Templates sind bewusst leer; Werte kannst du über „Planwert bearbeiten“ speichern.

      <button v-for=\"tab in tabs\" :key=\"tab.key\" type=\"button\" class=\"min-h-11 whitespace-nowrap rounded-xl px-4 py-2 text-sm font-semibold\" :class=\"activeTab === tab.key ? 'bg-cyan-600 text-white' : 'bg-slate-100 text-slate-700'\" @click=\"activeTab = tab.key\">{{ tab.label }}</button>

Einkommens-Templates

Prüft/ergänzt die Soll-Liste ohne Beträge und ohne Duplikate.

<button data-testid=\"income-template-preview\" class=\"btn-secondary min-h-10\" @click=\"previewTemplates\">Templates prüfen</button><button data-testid=\"income-template-confirm\" class=\"btn min-h-10\" :disabled=\"!templatePreview\" @click=\"confirmTemplates\">Templates anlegen</button>

Preview: {{ templatePreview.create_count ?? 0 }} neu, {{ templatePreview.template_count ?? 0 }} Soll-Templates. Keine Beträge enthalten.

Einkunft hinzufügen

Erst Preview, dann Confirm. Keine stillen Mutationen.

<button class=\"btn-secondary min-h-10\" @click=\"previewAddIncome\">Preview</button><button class=\"btn min-h-10\" :disabled=\"!addPreview\" @click=\"confirmAddIncome\">Confirm</button>

          <input v-model=\"form.name\" class=\"field\" placeholder=\"Name\" />
          <select v-model=\"form.person\" class=\"field\"><option>Marcel</option><option>Melanie</option><option>Haushalt</option><option>Sonstige</option></select>
          <input v-model=\"form.employer\" class=\"field\" placeholder=\"Arbeitgeber/Quelle optional\" />
          <select v-model=\"form.income_type\" class=\"field\"><option>monatlich</option><option>jährlich</option><option>einmalig</option><option>unregelmässig</option><option>Lohn</option><option>13. Monatslohn</option><option>Bonus</option><option>Rückvergütung</option><option>Rückerstattung</option></select>
          <select v-model=\"form.cadence\" class=\"field\"><option value=\"monthly\">monatlich</option><option value=\"annual\">jährlich</option><option value=\"one_time\">einmalig</option><option value=\"irregular\">unregelmässig</option></select>
          <input v-model=\"form.target_month\" class=\"field\" placeholder=\"Fälligkeitsmonat optional\" />
          <input v-model=\"form.plan_amount\" inputmode=\"decimal\" class=\"field\" placeholder=\"Planwert\" />
          <select v-model=\"form.amount_mode\" class=\"field\"><option value=\"monthly\">Planwert ist Monatswert</option><option value=\"annual\">Planwert ist Jahres-/Einmalwert</option></select>
          <input value=\"CHF\" class=\"field\" disabled />
          <select v-model=\"form.category_id\" class=\"field\"><option value=\"\">Kategorie</option><option v-for=\"cat in incomeCategories\" :key=\"cat.category_id\" :value=\"cat.category_id\">{{ cat.name }}</option></select>
          <input v-model=\"form.notes\" class=\"field md:col-span-2\" placeholder=\"Notiz\" />

Preview bereit: {{ addPreview.summary }}

Geplante Einkünfte

Planwerte, Monatsdurchschnitt und Ist-Abgleich je Einkommensposition.

{{ plan.name }}

{{ plan.person_source }} · {{ plan.employer_source }} · {{ plan.income_type }}

{{ cadenceLabel(plan.cadence) }} · Fälligkeit: {{ plan.target_month || '—' }}

{{ plan.is_active ? 'aktiv' : 'archiviert' }}

Monatswert

{{ formatMoney(plan.monthly_value_chf) }}

Jahreswert

{{ formatMoney(plan.annual_value_chf) }}

Monatsdurchschnitt

{{ formatMoney(plan.monthly_average_chf || plan.monthly_value_chf) }}

Ist Jahr

{{ formatMoney(plan.actual_income_year_to_date_chf || '0') }}

Abweichung

{{ formatMoney(plan.deviation_year_chf || '0') }}

Status

{{ plan.status_label || '—' }}

<button class=\"min-h-11 rounded-lg border border-cyan-600 px-3 py-2 text-sm font-semibold text-cyan-800\" @click=\"startEdit(plan)\">Planwert bearbeiten</button><button class=\"min-h-11 rounded-lg border border-slate-300 px-3 py-2 text-sm\" @click=\"activeTab='effective'\">tatsächliche Einnahme</button><button v-if=\"plan.is_active\" class=\"min-h-11 rounded-lg border border-red-500/50 px-3 py-2 text-sm text-red-800\" @click=\"archive(plan.plan_item_id)\">Archivieren</button><button class=\"min-h-11 rounded-lg border border-slate-300 px-3 py-2 text-sm\" @click=\"selectedPlan = plan\">Verlauf</button>

Name	Person/Quelle	Typ	Fälligkeit	Monatswert	Jahreswert	Monatsdurchschnitt	Ist YTD	Prognose Jahr	Abweichung	Status	Aktionen

{{ plan.name }}	{{ plan.person_source }} · {{ plan.employer_source }}	{{ plan.income_type }}	{{ plan.target_month || '—' }}	{{ formatMoney(plan.monthly_value_chf) }}	{{ formatMoney(plan.annual_value_chf) }}	{{ formatMoney(plan.monthly_average_chf || plan.monthly_value_chf) }}	{{ formatMoney(plan.actual_income_year_to_date_chf || '0') }}	{{ formatMoney(plan.forecast_income_year_chf || plan.annual_value_chf) }}	{{ formatMoney(plan.deviation_year_chf || '0') }}	{{ plan.status_label || '—' }}	<button class=\"rounded-lg border border-cyan-600 px-2 py-1 text-xs text-cyan-800\" @click=\"startEdit(plan)\">Planwert bearbeiten</button><button class=\"rounded-lg border border-slate-300 px-2 py-1 text-xs\" @click=\"activeTab='effective'\">tatsächliche Einnahme</button><button v-if=\"plan.is_active\" class=\"rounded-lg border border-red-500/50 px-2 py-1 text-xs text-red-800\" @click=\"archive(plan.plan_item_id)\">Archivieren</button><button class=\"rounded-lg border border-slate-300 px-2 py-1 text-xs\" @click=\"selectedPlan = plan\">Verlauf</button>

Noch keine Einkünfte-Pläne.

Effektive Einnahmen

Tatsächliche Einnahmen: nur bestätigte Buchungen. Keine Importlogik wird ausgelöst.

<input v-model=\"incomeFilters.month\" class=\"field\" placeholder=\"Monat YYYY-MM\" @change=\"loadActualIncome\" /><select v-model=\"incomeFilters.category_id\" class=\"field\" @change=\"loadActualIncome\"><option value=\"\">Alle Kategorien</option><option v-for=\"cat in incomeCategories\" :key=\"cat.category_id\" :value=\"cat.category_id\">{{ cat.name }}</option></select><select v-model=\"incomeFilters.account_id\" class=\"field\" @change=\"loadActualIncome\"><option value=\"\">Alle Konten</option><option v-for=\"a in accounts\" :key=\"a.budget_account_id\" :value=\"a.budget_account_id\">{{ a.name }}</option></select><input v-model=\"incomeFilters.tag\" class=\"field\" placeholder=\"Tag\" @keyup.enter=\"loadActualIncome\" /><input v-model=\"incomeFilters.search\" class=\"field\" placeholder=\"Suche\" @keyup.enter=\"loadActualIncome\" />

Summe Einnahmen im Zeitraum: {{ formatMoney(actualIncomeTotal) }}

{{ group.date }}
<article v-for=\"tx in group.items\" :key=\"tx.budget_transaction_id\" :data-test=\"`income-row-${tx.budget_transaction_id}`\" class=\"cursor-pointer border-b border-slate-200 p-4 last:border-b-0 hover:bg-white\" @click=\"selectedIncome = tx\">

{{ tx.merchant_display_name || tx.payee || tx.description }}

{{ tx.category_name || 'Einnahme' }} · {{ tx.account_name || 'Konto' }}

{{ formatMoney(tx.amount_chf || tx.amount_original) }}

Noch keine bestätigten Einnahmen für diese Filter.

Plan vs Ist

Planwerte werden nicht mit tatsächlichen Buchungen verwechselt. Jahres-/Einmalzahlungen fließen pro rata in den Monatsdurchschnitt ein.

Plan Jahr

{{ formatMoney(data?.planned_income_year || '0') }}

Ist Jahr bisher

{{ formatMoney(data?.actual_income_year_to_date || '0') }}

Abweichung

{{ formatMoney(data?.deviation_year || '0') }}

Excel-/Import-Kandidaten

Nur aggregiert und ohne Beträge. Es wird keine Importlogik gestartet.

Erkannt

{{ candidates.length }}

Eindeutig

{{ clearCandidates }}

Reviewpflichtig

{{ reviewCandidates }}

Planwert bearbeiten

{{ editing.name }}

<button class=\"min-h-10 rounded-lg border border-slate-300 px-3 py-2 text-sm\" @click=\"closeEdit\">Schließen</button>

Typ/Periodizität<select v-model=\"editForm.cadence\" class=\"field mt-1\"><option value=\"monthly\">monatlich</option><option value=\"annual\">jährlich</option><option value=\"one_time\">einmalig</option><option value=\"irregular\">unregelmässig</option></select>Fälligkeitsmonat<input v-model=\"editForm.target_month\" class=\"field mt-1\" placeholder=\"z.B. April, Dezember\" />Monatswert<input v-model=\"editForm.monthly_amount_chf\" inputmode=\"decimal\" class=\"field mt-1\" placeholder=\"Monatswert\" />Jahres-/Einmalwert<input v-model=\"editForm.annual_amount_chf\" inputmode=\"decimal\" class=\"field mt-1\" placeholder=\"Jahres-/Einmalwert\" />Notiz<input v-model=\"editForm.notes\" class=\"field mt-1\" placeholder=\"Notiz\" />

Zusammenfassung prüfen

Name

{{ editPreview.review?.name }}

Typ

{{ editPreview.review?.income_type }}

Monatswert

{{ formatMoney(editPreview.review?.monthly_value_chf || '0') }}

Jahreswert

{{ formatMoney(editPreview.review?.annual_value_chf || '0') }}

Monatsdurchschnitt

{{ formatMoney(editPreview.review?.monthly_average_chf || '0') }}

Fälligkeit

{{ editPreview.review?.target_month || '—' }}

<button data-testid=\"income-update-preview\" class=\"btn-secondary min-h-12\" @click=\"previewEdit\">Zusammenfassung prüfen</button><button data-testid=\"income-update-confirm\" class=\"btn min-h-12\" :disabled=\"!editPreview\" @click=\"confirmEdit\">Final speichern</button>

Einnahme

{{ selectedIncome.merchant_display_name || selectedIncome.payee || selectedIncome.description }}

<button class=\"rounded-lg border border-slate-300 px-3 py-2 text-sm\" @click=\"selectedIncome = null\">Schließen</button>

Datum

{{ selectedIncome.transaction_date }}

Kategorie

{{ selectedIncome.category_name || 'Einnahme' }}

Konto

{{ selectedIncome.account_name || 'Konto' }}

Betrag

{{ formatMoney(selectedIncome.amount_chf || selectedIncome.amount_original) }}

Verlauf: {{ selectedPlan.name }}
<button class=\"rounded-lg border px-3 py-2\" @click=\"selectedPlan=null\">Schließen</button>

Audit-Verlauf ist serverseitig vorhanden; Detailansicht wird in einem späteren Sprint ausgebaut.

</template>

"

 ❯ src/pages/GlobalPrimeVueMigration.test.ts:111:36
    109|   it('removes low-contrast light text from user pages and shared finan…
    110|     for (const file of [...primePages, ...contrastSensitiveComponents]…
    111|       expect(read(file), file).not.toMatch(lowContrastClasses)
       |                                    ^
    112|       expect(read(file), file).not.toMatch(rawLowContrastStyles)
    113|     }

⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯

 Test Files  1 failed | 16 passed (17)
      Tests  1 failed | 62 passed (63)
   Start at  13:58:12
   Duration  7.12s (transform 5.54s, setup 3.59s, import 8.31s, tests 14.19s, environment 16.76s)


Frontend fast komplett grün; ein Kontrast-Gate blockiert `text-white` im aktiven Tab. Ich ändere das auf helles Theme-konformes Cyan mit dunkler Schrift.

Explanation:
**Updating color classes**

I’m considering whether to remove text-white and bg-slate-100 classes. I wonder if regex matches both text-white and text-slate-100, and if it flags the first one. I think I need to replace the active tab's text-white with text-slate-950, and perhaps change bg-cyan-200 since bg-slate-100 doesn’t match. It seems like text-white might be the only one really necessary here. Let’s sort this out!

patch

:class="activeTab === tab.key ? 'bg-cyan-100 text-cyan-950 ring-1 ring-cyan-300' : 'bg-slate-100 text-slate-700'"

:class="activeTab === tab.key ? 'bg-cyan-600 text-white' : 'bg-slate-100 text-slate-700'"


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue
@@ -22,7 +22,7 @@

Noch keine Planwerte erfasst. Templates sind bewusst leer; Werte kannst du über „Planwert bearbeiten“ speichern.

-      <button v-for="tab in tabs" :key="tab.key" type="button" class="min-h-11 whitespace-nowrap rounded-xl px-4 py-2 text-sm font-semibold" :class="activeTab === tab.key ? 'bg-cyan-600 text-white' : 'bg-slate-100 text-slate-700'" @click="activeTab = tab.key">{{ tab.label }}</button>
+      <button v-for="tab in tabs" :key="tab.key" type="button" class="min-h-11 whitespace-nowrap rounded-xl px-4 py-2 text-sm font-semibold" :class="activeTab === tab.key ? 'bg-cyan-100 text-cyan-950 ring-1 ring-cyan-300' : 'bg-slate-100 text-slate-700'" @click="activeTab = tab.key">{{ tab.label }}</button>

No linter for .vue files


terminal

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

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

stderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1135ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  620ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  391ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 850ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  330ms
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>

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/BudgetImportProductionV2.test.ts (2 tests) 1494ms
     ✓ shows source-aware review tabs and candidate type actions  769ms
     ✓ marks a candidate as credit card payment through audited type action  722ms
 ✓ src/pages/MobileUx.test.ts (5 tests) 1180ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  542ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1659ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  701ms
     ✓ renders transactions workflow and confirms via API after preview summary  576ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 384ms
     ✓ provides reusable shared PrimeVue UI building blocks  372ms
 ✓ src/pages/BudgetIncomePage.test.ts (4 tests) 769ms
     ✓ shows tabs, household summary, empty editable ERNE template and mobile cards  304ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 610ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 418ms
 ✓ src/components/SidebarNav.mobile.test.ts (2 tests) 281ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 603ms
 ✓ src/pages/PositionAddPage.test.ts (4 tests) 561ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3410ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  865ms
     ✓ shows review candidates without technical user-mode fields  732ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  565ms
     ✓ renders category analysis and links category drilldown to effective expenses  367ms
 ✓ src/utils/formatters.test.ts (2 tests) 21ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 152ms
 ✓ src/api/client.test.ts (2 tests) 5ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[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"

 ✓ src/App.test.ts (1 test) 170ms

 Test Files  17 passed (17)
      Tests  63 passed (63)
   Start at  13:58:44
   Duration  6.94s (transform 5.53s, setup 3.48s, import 8.26s, tests 13.70s, environment 15.89s)


Output:
> 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-Czliymq2.css                   39.98 kB │ gzip:   9.33 kB
dist/assets/portfolio-m8osM1XA.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-BaKWN8mW.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-mLFSVkk6.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-Belodyt3.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-26XgCGHR.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-C2Rja-6J.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-DEtIVK54.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-BxeiM_rf.js            1.20 kB │ gzip:   0.73 kB
dist/assets/SectionCard-CICd0I2p.js               1.24 kB │ gzip:   0.62 kB
dist/assets/toolbar-iocceQTu.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-ChNBimX0.js                   1.45 kB │ gzip:   0.81 kB
dist/assets/AllocationBars-BPDzdroS.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-C_yvEcFO.js               1.83 kB │ gzip:   1.02 kB
dist/assets/LocalDataStatus-D-DLsCiR.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-BjM20AfE.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-C10VwF6U.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/PortfolioPage-DfPJlsL9.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CategoryAnalysisPage-CoK9K2wA.js      4.10 kB │ gzip:   1.79 kB
dist/assets/MonthlyComparisonPage-nmVzgUR3.js     4.39 kB │ gzip:   1.87 kB
dist/assets/budget-C02YfwGw.js                    4.52 kB │ gzip:   1.28 kB
dist/assets/CommandCenter-Ct4wybgo.js             5.19 kB │ gzip:   2.17 kB
dist/assets/WalletsPage-DvwT3NTc.js               5.77 kB │ gzip:   2.43 kB
dist/assets/BudgetVsActualPage-D4kPgDoh.js        6.25 kB │ gzip:   2.32 kB
dist/assets/BudgetOverviewPage-DGwnkKsi.js        6.85 kB │ gzip:   2.72 kB
dist/assets/BudgetStatusPage-DaIFne8I.js          6.98 kB │ gzip:   2.57 kB
dist/assets/BudgetSetupPage-CLzqmkPh.js           8.66 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-CNzRrmOs.js           9.00 kB │ gzip:   2.75 kB
dist/assets/BudgetCategoriesPage-BnDURUTM.js     10.84 kB │ gzip:   3.50 kB
dist/assets/message-B37s25UM.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/CryptoPage-BJlYRRzM.js               17.46 kB │ gzip:   5.39 kB
dist/assets/BudgetTransactionsPage-DWejOhCr.js   19.28 kB │ gzip:   6.18 kB
dist/assets/EquityPage-R2RuEW_u.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-D3lH0FHQ.js          20.98 kB │ gzip:   5.89 kB
dist/assets/BudgetIncomePage-DxZwarC-.js         26.11 kB │ gzip:   6.96 kB
dist/assets/BudgetImportReviewPage-XkPc6LOi.js   35.41 kB │ gzip:  10.32 kB
dist/assets/tag-HB2R20AO.js                      86.43 kB │ gzip:  20.47 kB
dist/assets/datatable-RK6AvF8m.js               305.76 kB │ gzip:  63.58 kB
dist/assets/index-BXfBOuMO.js                   616.01 kB │ gzip: 172.98 kB

✓ built in 1.48s
[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.


Explanation:
**Considering backend changes**

I’m thinking about changing the script backend host to 0.0.0.0 because then the API might work directly. But wait, what about security? Maybe Tailscale could be a solution. I noticed the docs mentioned binding to 0.0.0.0 before, so it might be fine. I'll also ensure that VITE_API_BASE_URL points to the backend at http://host:8000, not the frontend, as long as the backend is reachable. Then there’s the CORS issue with FastAPI—I need to check that too!


     1|from __future__ import annotations
     2|
     3|from fastapi import FastAPI
     4|from fastapi.middleware.cors import CORSMiddleware
     5|
     6|from jarvis_finance.api.routers import budget, cash, crypto, equity, health, overview, positions, reports
     7|
     8|LOCAL_ORIGINS = [
     9|    "http://localhost:5173",
    10|    "http://127.0.0.1:5173",
    11|    "http://100.85.29.67:5173",
    12|    "http://agent.tailbd371b.ts.net:5173",
    13|    "http://localhost:8503",
    14|    "http://127.0.0.1:8503",
    15|]
    16|
    17|
    18|def create_app() -> FastAPI:
    19|    app = FastAPI(
    20|        title="JARVIS Finance API",
    21|        version="0.1.0",
    22|        description="Read-only FastAPI v0 skeleton for the future Vue User Dashboard.",
    23|    )
    24|    app.add_middleware(
    25|        CORSMiddleware,
    26|        allow_origins=LOCAL_ORIGINS,
    27|        allow_credentials=False,
    28|        allow_methods=["GET", "POST"],
    29|        allow_headers=["*"],
    30|    )
    31|    for router in (health.router, overview.router, crypto.router, equity.router, cash.router, reports.router, positions.router, budget.router):
    32|        app.include_router(router, prefix="/api")
    33|    return app
    34|
    35|
    36|app = create_app()
    37|


patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
@@
-BACKEND_PORT="${BACKEND_PORT:-8000}"
+BACKEND_HOST="${BACKEND_HOST:-0.0.0.0}"
+BACKEND_PORT="${BACKEND_PORT:-8000}"
@@
-echo "Starting FastAPI backend on http://127.0.0.1:$BACKEND_PORT"
-PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port "$BACKEND_PORT" \
+echo "Starting FastAPI backend on http://$BACKEND_HOST:$BACKEND_PORT"
+PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host "$BACKEND_HOST" --port "$BACKEND_PORT" \
@@
-PUBLIC_FRONTEND_ORIGIN="${VITE_API_BASE_URL:-}"
-if [[ -z "$PUBLIC_FRONTEND_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
-  PUBLIC_FRONTEND_ORIGIN="http://$TAILSCALE_HOST:$FRONTEND_PORT"
+PUBLIC_API_ORIGIN="${VITE_API_BASE_URL:-}"
+if [[ -z "$PUBLIC_API_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
+  PUBLIC_API_ORIGIN="http://$TAILSCALE_HOST:$BACKEND_PORT"
 fi
-if [[ -z "$PUBLIC_FRONTEND_ORIGIN" ]]; then
-  PUBLIC_FRONTEND_ORIGIN="http://127.0.0.1:$FRONTEND_PORT"
+if [[ -z "$PUBLIC_API_ORIGIN" ]]; then
+  PUBLIC_API_ORIGIN="http://127.0.0.1:$BACKEND_PORT"
 fi
-export VITE_API_BASE_URL="$PUBLIC_FRONTEND_ORIGIN"
+export VITE_API_BASE_URL="$PUBLIC_API_ORIGIN"
@@
 echo "Starting Vue frontend on http://127.0.0.1:$FRONTEND_PORT"
 echo "Frontend API base: $VITE_API_BASE_URL"
*** End Patch


Patch validation failed (no files were modified):
  • /home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh: hunk (no hint) not found — old_string and new_string are identical

/home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh was modified by sibling subagent '20260517_134754_7dea44' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.


     1|#!/usr/bin/env bash
     2|set -euo pipefail
     3|
     4|REPO_DIR="/home/agent/.hermes/repos/FinanceManager"
     5|RUNTIME_DIR="${JARVIS_FINANCE_RUNTIME_DIR:-$HOME/jarvis_runtime/finance-system}"
     6|LOG_DIR="$RUNTIME_DIR/logs"
     7|BACKEND_PID_FILE="$LOG_DIR/finance_backend.pid"
     8|FRONTEND_PID_FILE="$LOG_DIR/finance_frontend.pid"
     9|BACKEND_LOG="$LOG_DIR/finance_backend.log"
    10|FRONTEND_LOG="$LOG_DIR/finance_frontend.log"
    11|BACKEND_PORT="${BACKEND_PORT:-8000}"
    12|FRONTEND_PORT="${FRONTEND_PORT:-5173}"
    13|KILL_EXISTING=0
    14|
    15|usage() {
    16|  cat <<'USAGE'
    17|Usage: scripts/start_vue_dashboard.sh [--kill-existing]
    18|
    19|Starts FinanceManager FastAPI backend and Vue frontend.
    20|Logs and PID files are written under the external runtime log directory.
    21|USAGE
    22|}
    23|
    24|for arg in "$@"; do
    25|  case "$arg" in
    26|    --kill-existing) KILL_EXISTING=1 ;;
    27|    -h|--help) usage; exit 0 ;;
    28|    *) echo "Unknown argument: $arg" >&2; usage; exit 2 ;;
    29|  esac
    30|done
    31|
    32|require_dir() {
    33|  if [[ ! -d "$1" ]]; then
    34|    echo "Missing directory: $1" >&2
    35|    exit 1
    36|  fi
    37|}
    38|
    39|port_in_use() {
    40|  python - "$1" <<'PY'
    41|import socket, sys
    42|port = int(sys.argv[1])
    43|with socket.socket(socket.AF_INET, socket.SOCK_STREAM) as s:
    44|    sys.exit(0 if s.connect_ex(("127.0.0.1", port)) == 0 else 1)
    45|PY
    46|}
    47|
    48|stop_from_pid_file() {
    49|  local pid_file="$1"
    50|  if [[ -f "$pid_file" ]]; then
    51|    local pid
    52|    pid="$(tr -cd '0-9' < "$pid_file")"
    53|    if [[ -n "$pid" ]] && kill -0 "$pid" 2>/dev/null; then
    54|      kill "$pid" 2>/dev/null || true
    55|    fi
    56|    rm -f "$pid_file"
    57|  fi
    58|}
    59|
    60|require_dir "$REPO_DIR"
    61|require_dir "$RUNTIME_DIR"
    62|if [[ ! -f "$RUNTIME_DIR/venv/bin/activate" ]]; then
    63|  echo "Missing Python venv: $RUNTIME_DIR/venv" >&2
    64|  echo "Create/restore the FinanceManager runtime venv first." >&2
    65|  exit 1
    66|fi
    67|if [[ ! -d "$REPO_DIR/frontend/node_modules" ]]; then
    68|  echo "Missing frontend/node_modules. Run: cd $REPO_DIR/frontend && npm install" >&2
    69|  exit 1
    70|fi
    71|mkdir -p "$LOG_DIR"
    72|
    73|if [[ "$KILL_EXISTING" == "1" ]]; then
    74|  stop_from_pid_file "$BACKEND_PID_FILE"
    75|  stop_from_pid_file "$FRONTEND_PID_FILE"
    76|fi
    77|
    78|if port_in_use "$BACKEND_PORT"; then
    79|  echo "Port $BACKEND_PORT is already in use. Stop the existing backend or run with --kill-existing if it was started by this script." >&2
    80|  exit 1
    81|fi
    82|if port_in_use "$FRONTEND_PORT"; then
    83|  echo "Port $FRONTEND_PORT is already in use. Stop the existing frontend or run with --kill-existing if it was started by this script." >&2
    84|  exit 1
    85|fi
    86|
    87|cd "$REPO_DIR"
    88|# shellcheck source=/dev/null
    89|source "$RUNTIME_DIR/venv/bin/activate"
    90|# The runtime venv activation may contain stale/UAT environment exports.
    91|# Reassert the canonical runtime chosen by this script before starting FastAPI.
    92|export JARVIS_FINANCE_RUNTIME_DIR="$RUNTIME_DIR"
    93|unset JARVIS_FINANCE_DB_PATH
    94|
    95|: > "$BACKEND_LOG"
    96|: > "$FRONTEND_LOG"
    97|
    98|echo "Starting FastAPI backend on http://127.0.0.1:$BACKEND_PORT"
    99|PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port "$BACKEND_PORT" \
   100|  > "$BACKEND_LOG" 2>&1 &
   101|BACKEND_PID=$!
   102|echo "$BACKEND_PID" > "$BACKEND_PID_FILE"
   103|
   104|cd "$REPO_DIR/frontend"
   105|TAILSCALE_HOST="${TAILSCALE_HOST:-}"
   106|if [[ -z "$TAILSCALE_HOST" ]] && command -v tailscale >/dev/null 2>&1; then
   107|  TAILSCALE_HOST="$(tailscale status --json 2>/dev/null | python -c 'import json,sys; data=json.load(sys.stdin); print(data.get("Self",{}).get("DNSName","").rstrip("."))' 2>/dev/null || true)"
   108|fi
   109|if [[ -z "$TAILSCALE_HOST" ]] && command -v tailscale >/dev/null 2>&1; then
   110|  TAILSCALE_HOST="$(tailscale ip -4 2>/dev/null | head -n1 || true)"
   111|fi
   112|PUBLIC_FRONTEND_ORIGIN="${VITE_API_BASE_URL:-}"
   113|if [[ -z "$PUBLIC_FRONTEND_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
   114|  PUBLIC_FRONTEND_ORIGIN="http://$TAILSCALE_HOST:$FRONTEND_PORT"
   115|fi
   116|if [[ -z "$PUBLIC_FRONTEND_ORIGIN" ]]; then
   117|  PUBLIC_FRONTEND_ORIGIN="http://127.0.0.1:$FRONTEND_PORT"
   118|fi
   119|export VITE_API_BASE_URL="$PUBLIC_FRONTEND_ORIGIN"
   120|if [[ -n "$TAILSCALE_HOST" ]]; then
   121|  export __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS="${__VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS:-$TAILSCALE_HOST}"
   122|fi
   123|echo "Starting Vue frontend on http://127.0.0.1:$FRONTEND_PORT"
   124|echo "Frontend API base: $VITE_API_BASE_URL"
   125|npm run dev -- --host 0.0.0.0 --port "$FRONTEND_PORT" \
   126|  > "$FRONTEND_LOG" 2>&1 &
   127|FRONTEND_PID=$!
   128|echo "$FRONTEND_PID" > "$FRONTEND_PID_FILE"
   129|
   130|printf 'Backend PID: %s\n' "$BACKEND_PID"
   131|printf 'Frontend PID: %s\n' "$FRONTEND_PID"
   132|printf 'Backend: http://127.0.0.1:%s\n' "$BACKEND_PORT"
   133|printf 'Frontend: http://127.0.0.1:%s\n' "$FRONTEND_PORT"
   134|echo "Logs:"
   135|printf '  %s\n' "$BACKEND_LOG"
   136|printf '  %s\n' "$FRONTEND_LOG"
   137|echo "Stop with: $REPO_DIR/scripts/stop_vue_dashboard.sh"
   138|


--- a//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
+++ b//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
@@ -8,6 +8,7 @@
 FRONTEND_PID_FILE="$LOG_DIR/finance_frontend.pid"
 BACKEND_LOG="$LOG_DIR/finance_backend.log"
 FRONTEND_LOG="$LOG_DIR/finance_frontend.log"
+BACKEND_HOST="${BACKEND_HOST:-0.0.0.0}"
 BACKEND_PORT="${BACKEND_PORT:-8000}"
 FRONTEND_PORT="${FRONTEND_PORT:-5173}"
 KILL_EXISTING=0

No linter for .sh files


echo "Starting FastAPI backend on http://$BACKEND_HOST:$BACKEND_PORT"
PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host "$BACKEND_HOST" --port "$BACKEND_PORT" \

echo "Starting FastAPI backend on http://127.0.0.1:$BACKEND_PORT"
PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port "$BACKEND_PORT" \


--- a//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
+++ b//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
@@ -96,8 +96,8 @@
 : > "$BACKEND_LOG"
 : > "$FRONTEND_LOG"

-echo "Starting FastAPI backend on http://127.0.0.1:$BACKEND_PORT"
-PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port "$BACKEND_PORT" \
+echo "Starting FastAPI backend on http://$BACKEND_HOST:$BACKEND_PORT"
+PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host "$BACKEND_HOST" --port "$BACKEND_PORT" \
   > "$BACKEND_LOG" 2>&1 &
 BACKEND_PID=$!
 echo "$BACKEND_PID" > "$BACKEND_PID_FILE"

No linter for .sh files


PUBLIC_API_ORIGIN="${VITE_API_BASE_URL:-}"
if [[ -z "$PUBLIC_API_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
  PUBLIC_API_ORIGIN="http://$TAILSCALE_HOST:$BACKEND_PORT"
fi
if [[ -z "$PUBLIC_API_ORIGIN" ]]; then
  PUBLIC_API_ORIGIN="http://127.0.0.1:$BACKEND_PORT"
fi
export VITE_API_BASE_URL="$PUBLIC_API_ORIGIN"

PUBLIC_FRONTEND_ORIGIN="${VITE_API_BASE_URL:-}"
if [[ -z "$PUBLIC_FRONTEND_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
  PUBLIC_FRONTEND_ORIGIN="http://$TAILSCALE_HOST:$FRONTEND_PORT"
fi
if [[ -z "$PUBLIC_FRONTEND_ORIGIN" ]]; then
  PUBLIC_FRONTEND_ORIGIN="http://127.0.0.1:$FRONTEND_PORT"
fi
export VITE_API_BASE_URL="$PUBLIC_FRONTEND_ORIGIN"


--- a//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
+++ b//home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh
@@ -110,14 +110,14 @@
 if [[ -z "$TAILSCALE_HOST" ]] && command -v tailscale >/dev/null 2>&1; then
   TAILSCALE_HOST="$(tailscale ip -4 2>/dev/null | head -n1 || true)"
 fi
-PUBLIC_FRONTEND_ORIGIN="${VITE_API_BASE_URL:-}"
-if [[ -z "$PUBLIC_FRONTEND_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
-  PUBLIC_FRONTEND_ORIGIN="http://$TAILSCALE_HOST:$FRONTEND_PORT"
+PUBLIC_API_ORIGIN="${VITE_API_BASE_URL:-}"
+if [[ -z "$PUBLIC_API_ORIGIN" && -n "$TAILSCALE_HOST" ]]; then
+  PUBLIC_API_ORIGIN="http://$TAILSCALE_HOST:$BACKEND_PORT"
 fi
-if [[ -z "$PUBLIC_FRONTEND_ORIGIN" ]]; then
-  PUBLIC_FRONTEND_ORIGIN="http://127.0.0.1:$FRONTEND_PORT"
+if [[ -z "$PUBLIC_API_ORIGIN" ]]; then
+  PUBLIC_API_ORIGIN="http://127.0.0.1:$BACKEND_PORT"
 fi
-export VITE_API_BASE_URL="$PUBLIC_FRONTEND_ORIGIN"
+export VITE_API_BASE_URL="$PUBLIC_API_ORIGIN"
 if [[ -n "$TAILSCALE_HOST" ]]; then
   export __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS="${__VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS:-$TAILSCALE_HOST}"
 fi

No linter for .sh files


todo

Preflight: Branch/Git/Runtime, aktuelle Mobile-Navigation und Income-API/UI prüfen

Mobile Navigation echten iPhone-Fehler fixen: touch-safe Buttons/anchors, overlay/pointer-events, route sanity

Income fachlich neu ordnen: Tabs/Bereiche Geplant, Effektiv, Plan vs Ist

Templates Soll-Liste inkl. Lohn Marcel (ERNE), Solarstrom; idempotent ohne Duplikate

Planwert-Logik und Update Preview/Confirm mobil produktiv machen

Weitere Einkünfte hinzufügen, responsive Cards/Tabelle, KPI-Summen, Budget Overview

Steuerprognose Tool in Roadmap vormerken, nicht implementieren

Tests, Build, Secret Scans, Git-Safety, Browser/mobile/Tailscale sanity


Commit, Push, Remote-Hash, Abschlussbericht mit Grenzen


Build/Test-Gate ist grün; ich starte nun das Dashboard mit dem korrigierten Startscript neu. Wichtig: Backend bindet jetzt auch auf Tailscale (`0.0.0.0:8000`) und `VITE_API_BASE_URL` zeigt auf die Backend-API, nicht auf den Frontend-Port.

Explanation:
**Running tests for changes**

I need to rerun the Python compile and pytest since I changed the start script. The pytest was already okay, but I believe I need to check the backend after the budget_plans patch. I think we ran a targeted test after the patch, but I should do a full pytest to be sure. I can handle the browser and mobile sanity tests next. I might want to restart with the new script, keeping the existing node_modules and dist intact. I'll hold off on cleanup until after running the browser tests.

terminal

./scripts/stop_vue_dashboard.sh || true
./scripts/start_vue_dashboard.sh --kill-existing
sleep 3
ss -ltnp | grep -E ':(8000|5173)\b' || true
curl -sS -o /tmp/fm_health_local.txt -w 'backend-local:%{http_code}\n' http://127.0.0.1:8000/api/health
curl -sS -o /tmp/fm_front_local.txt -w 'frontend-local:%{http_code}\n' http://127.0.0.1:5173/
tailscale ip -4 | head -n1 | xargs -I{} sh -c 'curl -sS -o /tmp/fm_health_ts.txt -w "backend-ts:%{http_code} {}\n" http://{}:8000/api/health; curl -sS -o /tmp/fm_front_ts.txt -w "frontend-ts:%{http_code} {}\n" http://{}:5173/'


Output:
Stopping FastAPI backend PID 572860
Stopping Vue frontend PID 572870
Dashboard stop complete.
Port 5173 is already in use. Stop the existing frontend or run with --kill-existing if it was started by this script.
LISTEN 0      511                       0.0.0.0:5173       0.0.0.0:*    users:(("node",pid=572883,fd=24))
curl: (7) Failed to connect to 127.0.0.1 port 8000 after 0 ms: Couldn't connect to server
backend-local:000
frontend-local:200
curl: (7) Failed to connect to 100.85.29.67 port 8000 after 0 ms: Couldn't connect to server
backend-ts:000 100.85.29.67
frontend-ts:200 100.85.29.67


Port 5173 hängt wieder an einem verwaisten alten Vite-Node-Prozess. Ich beende nur diesen Dashboard-Prozess und starte neu.

pkill -f '/home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173' || true
pkill -f 'npm run dev --host 0.0.0.0 --port 5173' || true
sleep 1
ss -ltnp | grep -E ':(8000|5173)\b' || true


./scripts/start_vue_dashboard.sh
sleep 3
ss -ltnp | grep -E ':(8000|5173)\b' || true
curl -sS -o /tmp/fm_health_local.txt -w 'backend-local:%{http_code}\n' http://127.0.0.1:8000/api/health
curl -sS -o /tmp/fm_front_local.txt -w 'frontend-local:%{http_code}\n' http://127.0.0.1:5173/
tailscale ip -4 | head -n1 | xargs -I{} sh -c 'curl -sS -o /tmp/fm_health_ts.txt -w "backend-ts:%{http_code} {}\n" http://{}:8000/api/health; curl -sS -o /tmp/fm_front_ts.txt -w "frontend-ts:%{http_code} {}\n" http://{}:5173/'


Output:
Starting FastAPI backend on http://0.0.0.0:8000
Starting Vue frontend on http://127.0.0.1:5173
Frontend API base: http://agent.tailbd371b.ts.net:8000
Backend PID: 575289
Frontend PID: 575298
Backend: http://127.0.0.1:8000
Frontend: http://127.0.0.1:5173
Logs:
  /home/agent/jarvis_runtime/finance-system/logs/finance_backend.log
  /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.log
Stop with: /home/agent/.hermes/repos/FinanceManager/scripts/stop_vue_dashboard.sh
LISTEN 0      2048                      0.0.0.0:8000       0.0.0.0:*    users:(("uvicorn",pid=575289,fd=6))
LISTEN 0      511                       0.0.0.0:5173       0.0.0.0:*    users:(("node",pid=575314,fd=23))
backend-local:200
frontend-local:200
backend-ts:200 100.85.29.67
frontend-ts:200 100.85.29.67


Dashboard läuft nun korrekt über Tailscale: Frontend und Backend beide erreichbar. Ich mache jetzt Browser-Sanity über den Tailscale-Link und prüfe zusätzlich die mobilen Nav-Anker per DOM, da das verfügbare Browser-Tool keinen echten iPhone-Viewport umstellt.


JARVIS Finance Dashboard

Running WITHOUT residential proxies. Bot detection may be more aggressive. Consider upgrading Browserbase plan for proxy support.

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budget vs Ist" [ref=e11]
    - link "Monatsbudget" [ref=e12]
    - link "Jahresbudget" [ref=e13]
    - link "Budgetpläne" [ref=e14]
    - paragraph
    - link "Effektive Ausgaben" [ref=e15]
    - link "Effektive Einnahmen" [ref=e16]
    - link "Buchungen prüfen" [ref=e17]
    - paragraph
    - link "Kategorieanalyse" [ref=e18]
    - link "Monatsvergleich" [ref=e19]
    - paragraph
    - link "Konten" [ref=e20]
    - link "Kategorien & Tags" [ref=e21]
    - link "Excel übernehmen / Seed Review" [ref=e22]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Command Center" [level=1, ref=e23]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - StaticText "Read-only View"
  - generic
    - paragraph
      - StaticText "READ-ONLY · LOKALE RUNTIME-DATEN"
    - heading "Command Center" [level=3, ref=e24]
    - paragraph
      - StaticText "Lädt automatisch lokale FastAPI-/Runtime-Daten. Provider-Refreshes bleiben verboten."
    - button "Aktualisieren" [ref=e25]
  - StaticText "FastAPI verbunden: ja"
  - StaticText "Runtime-DB verfügbar: ja"
  - StaticText "Externe Provider beim Rendern: nein"
  - StaticText "Daten geladen · letzter lokaler Datenabruf: 18.5.2026, 14:01:25"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Gesamtportfolio CHF"
    - StaticText "CHF"
    - StaticText "CHF 67’709.31"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Crypto CHF"
    - StaticText "CHF 47’709.31"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Aktien/ETF CHF"
    - StaticText "CHF 0.00"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Cash CHF"
    - StaticText "CHF 20’000.00"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Tagesänderung"
    - StaticText "—"
    - paragraph
      - StaticText "falls lokal verfügbar"
  - generic
    - paragraph
      - StaticText "KPI"
    - paragraph
      - StaticText "Letztes Preisupdate"
    - StaticText "2026-05-15T19:35:49+00:00"
  - generic
    - generic
      - paragraph
        - StaticText "PORTFOLIO"
      - heading "Asset Allocation" [level=3, ref=e28]
      - StaticText "Crypto"
      - StaticText "47709.31 CHF"
      - StaticText "Aktien & ETFs"
      - StaticText "0.00 CHF"
      - StaticText "Cash"
      - StaticText "20000.00 CHF"
    - generic
      - paragraph
        - StaticText "DATA QUALITY"
      - heading "Hinweise" [level=3, ref=e29]
      - StaticText "Kritisch"
      - DescriptionList
        - term "Letztes Preisupdate"
        - definition
        - term "Lokaler Cash-Abgleich"
        - definition
        - term "Keine externen Provider"
        - definition
  - generic
    - heading "Top Crypto Positionen" [level=3, ref=e26]
    - table
      - rowgroup
        - row
          - columnheader "COIN" [ref=e69]
          - columnheader "SYMBOL" [ref=e70]
          - columnheader "WERT CHF" [ref=e71]
          - columnheader "STATUS" [ref=e72]
      - row [ref=e32] clickable [cursor:pointer]
        - cell "Bitcoin" [ref=e45]
        - cell "BTC" [ref=e46]
        - cell "22905.06" [ref=e47]
        - cell "Veraltet" [ref=e48]
      - row [ref=e33] clickable [cursor:pointer]
        - cell "Tether" [ref=e49]
        - cell "USDT" [ref=e50]
        - cell "10133.26" [ref=e51]
        - cell "Veraltet" [ref=e52]
      - row [ref=e34] clickable [cursor:pointer]
        - cell "Ethereum ETH" [ref=e53]
        - cell "ETH" [ref=e54]
        - cell "4374.58" [ref=e55]
        - cell "Veraltet" [ref=e56]
      - row [ref=e35] clickable [cursor:pointer]
        - cell "Ripple XRP" [ref=e57]
        - cell "XRP" [ref=e58]
        - cell "2824.17" [ref=e59]
        - cell "Veraltet" [ref=e60]
      - row [ref=e36] clickable [cursor:pointer]
        - cell "BNB" [ref=e61]
        - cell "BNB" [ref=e62]
        - cell "2213.36" [ref=e63]
        - cell "Veraltet" [ref=e64]
    - heading "Aktien/ETF/Cash Zusammenfassung" [level=3, ref=e27]
    - table
      - rowgroup
        - row
          - columnheader "BEREICH" [ref=e65]
          - columnheader "WERT CHF" [ref=e66]
          - columnheader "POSITIONEN" [ref=e67]
          - columnheader "STATUS" [ref=e68]
      - row [ref=e30] clickable [cursor:pointer]
        - cell "Aktien & ETFs" [ref=e37]
        - cell "0.00" [ref=e38]
        - cell "5" [ref=e39]
        - cell "Read-only" [ref=e40]
      - row [ref=e31] clickable [cursor:pointer]
        - cell "Cash" [ref=e41]
        - cell "20000.00" [ref=e42]
        - cell "4" [ref=e43]
        - cell "Lokal geladen" [ref=e44]


(() => { const ids=['mobile-nav-home','mobile-nav-budget','mobile-nav-expenses','mobile-nav-crypto','mobile-nav-portfolio']; return ids.map(id => { const el=document.querySelector(`[data-testid="${id}"]`); const r=el?.getBoundingClientRect(); return {id, tag: el?.tagName, href: el?.getAttribute('href'), disabled: el?.hasAttribute('disabled'), classes: el?.className, rect: r ? {x:r.x,y:r.y,w:r.width,h:r.height} : null, pointerEvents: el ? getComputedStyle(el).pointerEvents : null}; }); })()


mobile-nav-link min-h-12 rounded-xl px-1 py-2 font-medium transition active:bg-cyan-50 mobile-nav-active


Browser-DOM bestätigt: mobile Primärlinks sind jetzt native `<a>`-Links mit korrekten `href`s, nicht disabled, `pointer-events:auto`. Im Desktop-Viewport sind sie erwartungsgemäß durch `lg:hidden` nicht sichtbar; echtes iPhone-Viewport-Emulationstool steht hier weiterhin nicht zur Verfügung. Ich mache jetzt echte Tailscale-Route-Navigation und einen UI-Smoke für Einkünfte-Preview/Confirm mit einem temporären Testeintrag, der anschließend archiviert wird.


Output:
200 http://100.85.29.67:5173/
200 http://100.85.29.67:5173/planning/budget
200 http://100.85.29.67:5173/planning/budget/expenses/actual
200 http://100.85.29.67:5173/crypto
200 http://100.85.29.67:5173/portfolio
200 http://100.85.29.67:5173/reports
200 http://100.85.29.67:5173/wallets
200 http://100.85.29.67:5173/planning/budget/income
200 http://100.85.29.67:5173/planning/budget/categories
200 http://100.85.29.67:5173/equity
200 http://100.85.29.67:8000/api/budget/income/status?year=2026
200 http://100.85.29.67:8000/api/budget/income/plans?year=2026


Explanation:
**Considering browser interaction**

I need to interact with the browser, and I'm thinking I could use browser clicks for this task. It seems like capturing a snapshot of some income details might be part of what I need to do. I want to make sure I’m doing it accurately. Let's focus on the steps involved to get everything right while keeping the user updated on what I’m doing. Ensuring clarity is key!


JARVIS Finance Dashboard

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budget vs Ist" [ref=e11]
    - link "Monatsbudget" [ref=e12]
    - link "Jahresbudget" [ref=e13]
    - link "Budgetpläne" [ref=e14]
    - paragraph
    - link "Effektive Ausgaben" [ref=e15]
    - link "Effektive Einnahmen" [ref=e16]
    - link "Buchungen prüfen" [ref=e17]
    - paragraph
    - link "Kategorieanalyse" [ref=e18]
    - link "Monatsvergleich" [ref=e19]
    - paragraph
    - link "Konten" [ref=e20]
    - link "Kategorien & Tags" [ref=e21]
    - link "Excel übernehmen / Seed Review" [ref=e22]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Einkünfte" [level=1, ref=e23]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "BUDGET · EINKÜNFTE"
      - heading "Einkünfte planen" [level=1, ref=e24]
      - paragraph
        - StaticText "Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit."
      - combobox [expanded=false, ref=e25]: Budgetjahr 2026
        - MenuListPopup
          - option "Budgetjahr 2026" [selected, ref=e48]
          - option "Referenzjahr 2025" [ref=e49]
    - paragraph
      - StaticText "GEPLANT MONAT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "laufende Monatswerte"
    - paragraph
      - StaticText "GEPLANT JAHR"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "MONATSDURCHSCHNITT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "inkl. Jahres-/Einmalzahlungen"
    - paragraph
      - StaticText "IST AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "IST JAHR BISHER"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "PLAN-IST-ABWEICHUNG"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "Noch keine Planwerte erfasst. Templates sind bewusst leer; Werte kannst du über „Planwert bearbeiten“ speichern."
    - navigation
      - button "Geplante Einkünfte" [ref=e26]
      - button "Effektive Einnahmen" [ref=e27]
      - button "Plan vs Ist" [ref=e28]
    - generic
      - heading "Einkommens-Templates" [level=2, ref=e30]
      - paragraph
        - StaticText "Prüft/ergänzt die Soll-Liste ohne Beträge und ohne Duplikate."
      - button "Templates prüfen" [ref=e31]
      - button "Templates anlegen" [disabled, ref=e32]
      - generic
        - heading "Einkunft hinzufügen" [level=2, ref=e33]
        - paragraph
          - StaticText "Erst Preview, dann Confirm. Keine stillen Mutationen."
        - button "Preview" [ref=e34]
        - button "Confirm" [disabled, ref=e35]
        - textbox "Name" [ref=e36]
        - combobox [expanded=false, ref=e37]: Marcel
          - MenuListPopup
            - option "Marcel" [selected, ref=e50]
            - option "Melanie" [ref=e51]
            - option "Haushalt" [ref=e52]
            - option "Sonstige" [ref=e53]
        - textbox "Arbeitgeber/Quelle optional" [ref=e38]
        - combobox [expanded=false, ref=e39]: Lohn
          - MenuListPopup
            - option "monatlich" [ref=e54]
            - option "jährlich" [ref=e55]
            - option "einmalig" [ref=e56]
            - option "unregelmässig" [ref=e57]
            - option "Lohn" [selected, ref=e58]
            - option "13. Monatslohn" [ref=e59]
            - option "Bonus" [ref=e60]
            - option "Rückvergütung" [ref=e61]
            - option "Rückerstattung" [ref=e62]
        - combobox [expanded=false, ref=e40]: monatlich
          - MenuListPopup
            - option "monatlich" [selected, ref=e63]
            - option "jährlich" [ref=e64]
            - option "einmalig" [ref=e65]
            - option "unregelmässig" [ref=e66]
        - textbox "Fälligkeitsmonat optional" [ref=e41]
        - textbox "Planwert" [ref=e42]
        - combobox [expanded=false, ref=e43]: Planwert ist Monatswert
          - MenuListPopup
            - option "Planwert ist Monatswert" [selected, ref=e67]
            - option "Planwert ist Jahres-/Einmalwert" [ref=e68]
        - textbox [disabled, ref=e44]: CHF
          - StaticText "CHF"
        - combobox [expanded=false, ref=e45]: Lohn Marcel
          - MenuListPopup
            - option "Kategorie" [ref=e69]
            - option "Lohn Marcel" [selected, ref=e70]
            - option "Lohn Melanie" [ref=e71]
            - option "Gratifikation" [ref=e72]
            - option "Sonstige Einnahmen" [ref=e73]
            - option "Rückerstattungen" [ref=e74]
        - textbox "Notiz" [ref=e46]
      - generic
        - heading "Geplante Einkünfte" [level=2, ref=e47]
        - paragraph
          - StaticText "Planwerte, Monatsdurchschnitt und Ist-Abgleich je Einkommensposition."
        - table
          - rowgroup
            - row
              - columnheader "NAME" [ref=e195]
              - columnheader "PERSON/QUELLE" [ref=e196]
              - columnheader "TYP" [ref=e197]
              - columnheader "FÄLLIGKEIT" [ref=e198]
              - columnheader "MONATSWERT" [ref=e199]
              - columnheader "JAHRESWERT" [ref=e200]
              - columnheader "MONATSDURCHSCHNITT" [ref=e201]
              - columnheader "IST YTD" [ref=e202]
              - columnheader "PROGNOSE JAHR" [ref=e203]
              - columnheader "ABWEICHUNG" [ref=e204]
              - columnheader "STATUS" [ref=e205]
              - columnheader "AKTIONEN" [ref=e206]
          - row
            - cell "13. Monatslohn Marcel" [ref=e75]
            - cell "Marcel" [ref=e76]
            - cell "13. Monatslohn" [ref=e77]
            - cell "Dezember" [ref=e78]
            - cell "CHF 0.00" [ref=e79]
            - cell "CHF 0.00" [ref=e80]
            - cell "CHF 0.00" [ref=e81]
            - cell "CHF 0.00" [ref=e82]
            - cell "CHF 0.00" [ref=e83]
            - cell "CHF 0.00" [ref=e84]
            - cell "Noch keine Planwerte" [ref=e85]
            - cell "Planwert bearbeiten tatsächliche Einnahme Archivieren Verlauf" [ref=e86]
              - button "Planwert bearbeiten" [ref=e207]
              - button "tatsächliche Einnahme" [ref=e208]
              - button "Archivieren" [ref=e209]
              - button "Verlauf" [ref=e210]
          - row
            - cell "Lohn Marcel (ERNE)" [ref=e87]
            - cell "Marcel · ERNE" [ref=e88]
            - cell "Lohn" [ref=e89]
            - cell "monatlich" [ref=e90]
            - cell "CHF 0.00" [ref=e91]
            - cell "CHF 0.00" [ref=e92]
            - cell "CHF 0.00" [ref=e93]
            - cell "CHF 0.00" [ref=e94]
            - cell "CHF 0.00" [ref=e95]
            - cell "CHF 0.00" [ref=e96]
            - cell "Noch keine Planwerte" [ref=e97]
            - cell "Planwert bearbeiten tatsächliche Einnahme Archivieren Verlauf" [ref=e98]
              - button "Planwert bearbeiten" [ref=e211]
              - button "tatsächliche Einnahme" [ref=e212]
              - button "Archivieren" [ref=e213]
              - button "Verlauf" [ref=e214]
          - row
            - cell "13. Monatslohn Melanie Musikschule" [ref=e99]
            - cell "Melanie" [ref=e100]

[... 135 more lines truncated, use browser_snapshot for full content]


Explanation:
**Considering UI smoke testing**

I’m thinking about UI smoke testing with temperature through the browser. I need to choose a name and amount but don’t need to report yet. I’ll use references like e36, e42, and e34, and need to preview e35 before I can confirm anything. However, I can't confirm until the preview is complete, and I’ll need to click a snapshot. It looks like I need to type something too.

Hotfix Smoke Test Einkommen


Hotfix QA


[Your active task list was preserved across context compression]
- [>] hotfix2-7. Tests, Build, Secret Scans, Git-Safety, Browser/mobile/Tailscale sanity (in_progress)
- [ ] hotfix2-8. Commit, Push, Remote-Hash, Abschlussbericht mit Grenzen (pending)


Ich setze Hotfix v2 an der laufenden Browser-/Tailscale-Sanity fort. Bisher: Tests/Build grün, Tailscale Frontend+Backend `200`, Einkünfte-Seite ohne JS-Fehler; ein temporärer Smoke-Test-Eintrag wurde begonnen, aber noch nicht gespeichert. Ich schließe diesen Preview→Confirm→Audit-Test jetzt ab und archiviere ihn danach wieder, damit keine produktiven Planwerte zurückbleiben.

Explanation:
**Continuing the task exploration**

I need to pick up from where I left off and inspect the page state. It seems there’s an active task I need to address. Also, I should complete a smoke test, but I realize we might not have specified an amount yet. I’m planning to use the necessary tools to proceed with this task effectively. Let’s make sure everything is in order before moving forward!


JARVIS Finance Dashboard


Hotfix Smoke Test Einkommen


temporary smoke test; archive immediately


- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budget vs Ist" [ref=e11]
    - link "Monatsbudget" [ref=e12]
    - link "Jahresbudget" [ref=e13]
    - link "Budgetpläne" [ref=e14]
    - paragraph
    - link "Effektive Ausgaben" [ref=e15]
    - link "Effektive Einnahmen" [ref=e16]
    - link "Buchungen prüfen" [ref=e17]
    - paragraph
    - link "Kategorieanalyse" [ref=e18]
    - link "Monatsvergleich" [ref=e19]
    - paragraph
    - link "Konten" [ref=e20]
    - link "Kategorien & Tags" [ref=e21]
    - link "Excel übernehmen / Seed Review" [ref=e22]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Einkünfte" [level=1, ref=e23]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "BUDGET · EINKÜNFTE"
      - heading "Einkünfte planen" [level=1, ref=e24]
      - paragraph
        - StaticText "Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit."
      - combobox [expanded=false, ref=e25]: Budgetjahr 2026
        - MenuListPopup
          - option "Budgetjahr 2026" [selected, ref=e48]
          - option "Referenzjahr 2025" [ref=e49]
    - paragraph
      - StaticText "GEPLANT MONAT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "laufende Monatswerte"
    - paragraph
      - StaticText "GEPLANT JAHR"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "MONATSDURCHSCHNITT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "inkl. Jahres-/Einmalzahlungen"
    - paragraph
      - StaticText "IST AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "IST JAHR BISHER"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "PLAN-IST-ABWEICHUNG"
    - paragraph
      - StaticText "CHF 0.00"
    - paragraph
      - StaticText "Noch keine Planwerte erfasst. Templates sind bewusst leer; Werte kannst du über „Planwert bearbeiten“ speichern."
    - navigation
      - button "Geplante Einkünfte" [ref=e26]
      - button "Effektive Einnahmen" [ref=e27]
      - button "Plan vs Ist" [ref=e28]
    - generic
      - heading "Einkommens-Templates" [level=2, ref=e30]
      - paragraph
        - StaticText "Prüft/ergänzt die Soll-Liste ohne Beträge und ohne Duplikate."
      - button "Templates prüfen" [ref=e31]
      - button "Templates anlegen" [disabled, ref=e32]
      - generic
        - heading "Einkunft hinzufügen" [level=2, ref=e33]
        - paragraph
          - StaticText "Erst Preview, dann Confirm. Keine stillen Mutationen."
        - button "Preview" [ref=e34]
        - button "Confirm" [ref=e35]
        - textbox "Name" [ref=e36]: Hotfix Smoke Test Einkommen
          - StaticText "Hotfix Smoke Test Einkommen"
        - combobox [expanded=false, ref=e37]: Marcel
          - MenuListPopup
            - option "Marcel" [selected, ref=e50]
            - option "Melanie" [ref=e51]
            - option "Haushalt" [ref=e52]
            - option "Sonstige" [ref=e53]
        - textbox "Arbeitgeber/Quelle optional" [ref=e38]: Hotfix QA
          - StaticText "Hotfix QA"
        - combobox [expanded=false, ref=e39]: Lohn
          - MenuListPopup
            - option "monatlich" [ref=e54]
            - option "jährlich" [ref=e55]
            - option "einmalig" [ref=e56]
            - option "unregelmässig" [ref=e57]
            - option "Lohn" [selected, ref=e58]
            - option "13. Monatslohn" [ref=e59]
            - option "Bonus" [ref=e60]
            - option "Rückvergütung" [ref=e61]
            - option "Rückerstattung" [ref=e62]
        - combobox [expanded=false, ref=e40]: monatlich
          - MenuListPopup
            - option "monatlich" [selected, ref=e63]
            - option "jährlich" [ref=e64]
            - option "einmalig" [ref=e65]
            - option "unregelmässig" [ref=e66]
        - textbox "Fälligkeitsmonat optional" [ref=e41]
        - textbox "Planwert" [ref=e42]: 1.00
          - StaticText "1.00"
        - combobox [expanded=false, ref=e43]: Planwert ist Monatswert
          - MenuListPopup
            - option "Planwert ist Monatswert" [selected, ref=e67]
            - option "Planwert ist Jahres-/Einmalwert" [ref=e68]
        - textbox [disabled, ref=e44]: CHF
          - StaticText "CHF"
        - combobox [expanded=false, ref=e45]: Lohn Marcel
          - MenuListPopup
            - option "Kategorie" [ref=e69]
            - option "Lohn Marcel" [selected, ref=e70]
            - option "Lohn Melanie" [ref=e71]
            - option "Gratifikation" [ref=e72]
            - option "Sonstige Einnahmen" [ref=e73]
            - option "Rückerstattungen" [ref=e74]
        - textbox "Notiz" [ref=e46]: temporary smoke test; archive immediately
          - StaticText "temporary smoke test; archive immediately"
        - paragraph
          - StaticText "Preview bereit: Hotfix Smoke Test Einkommen · 2026-01 · monthly"
      - generic
        - heading "Geplante Einkünfte" [level=2, ref=e47]
        - paragraph
          - StaticText "Planwerte, Monatsdurchschnitt und Ist-Abgleich je Einkommensposition."
        - table
          - rowgroup
            - row
              - columnheader "NAME" [ref=e195]
              - columnheader "PERSON/QUELLE" [ref=e196]
              - columnheader "TYP" [ref=e197]
              - columnheader "FÄLLIGKEIT" [ref=e198]
              - columnheader "MONATSWERT" [ref=e199]
              - columnheader "JAHRESWERT" [ref=e200]
              - columnheader "MONATSDURCHSCHNITT" [ref=e201]
              - columnheader "IST YTD" [ref=e202]
              - columnheader "PROGNOSE JAHR" [ref=e203]
              - columnheader "ABWEICHUNG" [ref=e204]
              - columnheader "STATUS" [ref=e205]
              - columnheader "AKTIONEN" [ref=e206]
          - row
            - cell "13. Monatslohn Marcel" [ref=e75]
            - cell "Marcel" [ref=e76]
            - cell "13. Monatslohn" [ref=e77]
            - cell "Dezember" [ref=e78]
            - cell "CHF 0.00" [ref=e79]
            - cell "CHF 0.00" [ref=e80]
            - cell "CHF 0.00" [ref=e81]
            - cell "CHF 0.00" [ref=e82]
            - cell "CHF 0.00" [ref=e83]
            - cell "CHF 0.00" [ref=e84]
            - cell "Noch keine Planwerte" [ref=e85]
            - cell "Planwert bearbeiten tatsächliche Einnahme Archivieren Verlauf" [ref=e86]
              - button "Planwert bearbeiten" [ref=e207]
              - button "tatsächliche Einnahme" [ref=e208]
              - button "Archivieren" [ref=e209]
              - button "Verlauf" [ref=e210]
          - row
            - cell "Lohn Marcel (ERNE)" [ref=e87]
            - cell "Marcel · ERNE" [ref=e88]
            - cell "Lohn" [ref=e89]
            - cell "monatlich" [ref=e90]
            - cell "CHF 0.00" [ref=e91]
            - cell "CHF 0.00" [ref=e92]
            - cell "CHF 0.00" [ref=e93]
            - cell "CHF 0.00" [ref=e94]
            - cell "CHF 0.00" [ref=e95]
            - cell "CHF 0.00" [ref=e96]
            - cell "Noch keine Planwerte" [ref=e97]

[... 143 more lines truncated, use browser_snapshot for full content]


{"success": true, "console_messages": [], "js_errors": [], "total_messages": 0, "total_errors": 0}

[Tool loop warning: idempotent_no_progress_warning; count=2; browser_console returned the same result 2 times. Use the result already provided or change the query instead of repeating it unchanged.]


Preview/Confirm für neue Einkunft lief im Tailscale-Browser ohne JS-Fehler. Ich archiviere den temporären Smoke-Test-Eintrag jetzt direkt über API/Service mit Audit und prüfe anschließend, dass keine aktive Smoke-Position übrig ist.

from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd=r'''
python - <<'PY'
import sqlite3, json
from jarvis_finance.services.budget_plans import archive_income_plan
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
rows=list(con.execute("SELECT entity_id,name,is_active FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' ORDER BY created_at DESC"))
archived=[]
for r in rows:
    if r['is_active']:
        res=archive_income_plan(con, str(r['entity_id']))
        archived.append({'entity_id': str(r['entity_id']), 'audit_id': res['audit_id']})
active=con.execute("SELECT count(*) c FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' AND is_active=1").fetchone()['c']
print(json.dumps({'found': len(rows), 'archived': archived, 'active_after_cleanup': active}, ensure_ascii=False, indent=2))
con.close()
PY
'''
print(terminal(cmd, workdir=wd, timeout=120)['output'])


Output:
Traceback (most recent call last):
  File "<stdin>", line 2, in <module>
ImportError: cannot import name 'archive_income_plan' from 'jarvis_finance.services.budget_plans' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_plans.py)


Archive-Service heißt offenbar anders. Ich suche die vorhandene Archiv-Funktion und räume dann auditiert auf.


Explanation:
**Considering router updates**

I'm thinking maybe the router does update the is_active status directly. It feels like there’s a search endpoint involved, but I need to clarify how this process works. I want to make sure to gather the right information. It could change how I approach the problem. Let's explore this further and see if we can get to the bottom of it! I'm curious about how everything ties together.


     1|from __future__ import annotations
     2|
     3|from fastapi import APIRouter, Depends
     4|from sqlite3 import Connection
     5|
     6|from jarvis_finance.api.dependencies import get_db
     7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts
     8|from jarvis_finance.services.budget_categories import (
     9|    archive_category,
    10|    archive_tag,
    11|    confirm_category_merge,
    12|    confirm_create_category,
    13|    confirm_create_tag,
    14|    create_category_preview,
    15|    create_tag_preview,
    16|    delete_empty_category,
    17|    list_category_tree_grouped,
    18|    list_categories,
    19|    list_tags,
    20|    preview_category_merges,
    21|    update_category,
    22|)
    23|from jarvis_finance.services.budget_csv_imports import import_budget_csv_text, import_profile_specs
    24|from jarvis_finance.services.budget_imports import (
    25|    archive_reference_year_candidates,
    26|    apply_budget_rules_to_open_candidates,
    27|    apply_merchant_to_open_candidates,
    28|    batch_confirm_safe_candidates,
    29|    batch_mark_candidates,
    30|    confirm_migros_receipts_2026,
    31|    bulk_update_transaction_candidate_category,
    32|    confirm_candidate_split,
    33|    confirm_transaction_candidate,
    34|    create_budget_rule,
    35|    create_merchant,
    36|    create_merchant_alias,
    37|    create_candidate_split,
    38|    create_review_category_for_candidate,
    39|    deactivate_budget_rule,
    40|    detect_duplicate_candidates,
    41|    ignore_transaction_candidate,
    42|    list_budget_rules,
    43|    list_merchants,
    44|    list_transaction_candidates,
    45|    merge_merchants,
    46|    mark_candidate_transfer,
    47|    mark_candidate_type,
    48|    preview_migros_receipts_2026,
    49|    preview_batch_confirm_candidates,
    50|    preview_safe_auto_candidates,
    51|    preview_transaction_candidate,
    52|    prioritize_budget_rule,
    53|    reopen_transaction_candidate,
    54|    review_candidate_summary,
    55|    seed_bank_transfer_candidates_from_rows,
    56|    seed_credit_card_candidates_from_rows,
    57|    seed_migros_candidates_from_rows,
    58|    seed_transaction_candidates_from_csv_text,
    59|    seed_transaction_candidates_from_rows,
    60|    test_budget_rule,
    61|    update_budget_rule,
    62|    update_merchant_category,
    63|    update_transaction_candidate_category,
    64|)
    65|from jarvis_finance.services.budget_analytics import get_category_analysis, get_monthly_comparison
    66|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis
    67|from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, get_category_summary, get_income_status, get_monthly_summary
    68|from jarvis_finance.services.budget_plans import (
    69|    archive_budget_plan_item,
    70|    confirm_budget_plan_item,
    71|    confirm_income_plan_templates,
    72|    confirm_update_income_plan_item,
    73|    create_budget_plan_item_preview,
    74|    list_budget_plan_items,
    75|    list_income_plan_items,
    76|    list_income_seed_candidates,
    77|    preview_income_plan_templates,
    78|    preview_update_income_plan_item,
    79|)
    80|from jarvis_finance.services.budget_seed_review import (
    81|    confirm_budget_plan_takeover,
    82|    confirm_clear_category_takeover,
    83|    confirm_seed_candidate,
    84|    convert_unclean_range,
    85|    ignore_seed_candidate,
    86|    list_seed_candidates,
    87|    preview_budget_plan_takeover,
    88|    preview_clear_category_takeover,
    89|    preview_seed_candidate,
    90|    reopen_seed_candidate,
    91|    seed_budget_candidates_from_rows,
    92|    set_seed_candidate_status,
    93|)
    94|from jarvis_finance.services.budget_transactions import (
    95|    confirm_budget_transaction,
    96|    confirm_reverse_budget_transaction,
    97|    confirm_transfer,
    98|    create_budget_transaction_preview,
    99|    create_transfer_preview,
   100|    list_budget_transactions,
   101|    reverse_budget_transaction_preview,
   102|    update_budget_transaction,
   103|)
   104|
   105|router = APIRouter(prefix="/budget", tags=["budget"])
   106|
   107|
   108|@router.get("/dashboard/cockpit")
   109|def dashboard_cockpit(month: str = "2026-05", conn: Connection = Depends(get_db)):
   110|    return get_budget_dashboard_cockpit(conn, month=month)
   111|
   112|
   113|@router.get("/analysis/budget-vs-actual")
   114|def budget_vs_actual_analysis(year: str = "2026", conn: Connection = Depends(get_db)):
   115|    return get_budget_vs_actual_analysis(conn, year=year)
   116|
   117|
   118|@router.get("/overview")
   119|def overview(month: str | None = None, conn: Connection = Depends(get_db)):
   120|    return get_budget_overview(conn, month)
   121|
   122|
   123|@router.get("/status/categories")
   124|def category_budget_status(year: str = "2026", conn: Connection = Depends(get_db)):
   125|    return get_budget_status_by_category(conn, year=year)
   126|
   127|
   128|@router.get("/status/categories/{category_id}/months/{month}")
   129|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):
   130|    return get_category_month_detail(conn, category_id=category_id, month=month)
   131|
   132|
   133|@router.get("/charts")
   134|def budget_charts(year: str = "2026", conn: Connection = Depends(get_db)):
   135|    return get_budget_charts_2026(conn, year=year)
   136|
   137|
   138|@router.get("/analysis/categories")
   139|def category_analysis(year: str = "2026", month: str | None = None, tx_type: str = "expense", conn: Connection = Depends(get_db)):
   140|    return get_category_analysis(conn, year=year, month=month, tx_type=tx_type)
   141|
   142|
   143|@router.get("/analysis/monthly-comparison")
   144|def monthly_comparison(year: str = "2026", conn: Connection = Depends(get_db)):
   145|    return get_monthly_comparison(conn, year=year)
   146|
   147|
   148|@router.get("/income/status")
   149|def income_budget_status(year: str = "2026", conn: Connection = Depends(get_db)):
   150|    return get_income_status(conn, year=year)
   151|
   152|
   153|@router.get("/income/plans")
   154|def income_plans(year: str = "2026", include_archived: bool = False, conn: Connection = Depends(get_db)):
   155|    return list_income_plan_items(conn, year=year, include_archived=include_archived)
   156|
   157|
   158|@router.get("/income/seed-candidates")
   159|def income_seed_candidates(year: str = "2026", conn: Connection = Depends(get_db)):
   160|    return list_income_seed_candidates(conn, year=year)
   161|
   162|
   163|@router.post("/income/plans/preview")
   164|def income_plans_preview(payload: dict, conn: Connection = Depends(get_db)):
   165|    return create_budget_plan_item_preview(conn, payload)
   166|
   167|
   168|@router.post("/income/plans/confirm")
   169|def income_plans_confirm(payload: dict, conn: Connection = Depends(get_db)):
   170|    return confirm_budget_plan_item(conn, payload)
   171|
   172|
   173|@router.post("/income/templates/preview")
   174|def income_templates_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):
   175|    return preview_income_plan_templates(conn, year=str((payload or {}).get("year") or "2026"))
   176|
   177|
   178|@router.post("/income/templates/confirm")
   179|def income_templates_confirm(payload: dict | None = None, conn: Connection = Depends(get_db)):
   180|    return confirm_income_plan_templates(conn, year=str((payload or {}).get("year") or "2026"))
   181|
   182|
   183|@router.post("/income/plans/{plan_item_id}/update/preview")
   184|def income_plans_update_preview(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):
   185|    return preview_update_income_plan_item(conn, plan_item_id, payload)
   186|
   187|
   188|@router.post("/income/plans/{plan_item_id}/update/confirm")
   189|def income_plans_update_confirm(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):
   190|    return confirm_update_income_plan_item(conn, plan_item_id, payload)
   191|
   192|
   193|@router.post("/income/plans/{plan_item_id}/archive")
   194|def income_plans_archive(plan_item_id: str, conn: Connection = Depends(get_db)):
   195|    return archive_budget_plan_item(conn, plan_item_id)
   196|
   197|
   198|@router.get("/monthly-summary")
   199|def monthly_summary(month: str | None = None, conn: Connection = Depends(get_db)):
   200|    return get_monthly_summary(conn, month)
   201|
   202|
   203|@router.get("/categories/summary")
   204|def categories_summary(month: str | None = None, conn: Connection = Depends(get_db)):
   205|    return get_category_summary(conn, month)
   206|
   207|
   208|@router.get("/accounts")
   209|def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):
   210|    return list_budget_accounts(conn, include_archived=include_archived)
   211|
   212|
   213|@router.post("/accounts/preview")
   214|def accounts_preview(payload: dict, conn: Connection = Depends(get_db)):
   215|    return create_budget_account_preview(conn, payload)
   216|
   217|
   218|@router.post("/accounts/confirm")
   219|def accounts_confirm(payload: dict, conn: Connection = Depends(get_db)):
   220|    return confirm_create_budget_account(conn, payload)
   221|
   222|
   223|@router.post("/accounts/{account_id}/archive")
   224|def accounts_archive(account_id: str, conn: Connection = Depends(get_db)):
   225|    return archive_budget_account(conn, account_id)
   226|
   227|
   228|@router.get("/categories")
   229|def categories(include_archived: bool = False, grouped: bool = False, conn: Connection = Depends(get_db)):
   230|    if grouped:
   231|        return list_category_tree_grouped(conn, include_archived=include_archived)
   232|    return list_categories(conn, include_archived=include_archived)
   233|
   234|
   235|@router.get("/categories/tree")
   236|def category_tree(include_archived: bool = False, conn: Connection = Depends(get_db)):
   237|    return list_category_tree_grouped(conn, include_archived=include_archived)
   238|
   239|
   240|@router.get("/tags")
   241|def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):
   242|    return list_tags(conn, include_archived=include_archived)
   243|
   244|
   245|@router.post("/tags/preview")
   246|def tags_preview(payload: dict, conn: Connection = Depends(get_db)):
   247|    return create_tag_preview(conn, payload)
   248|
   249|
   250|@router.post("/tags/confirm")
   251|def tags_confirm(payload: dict, conn: Connection = Depends(get_db)):
   252|    return confirm_create_tag(conn, payload)
   253|
   254|
   255|@router.post("/tags/{tag_id}/archive")
   256|def tags_archive(tag_id: str, conn: Connection = Depends(get_db)):
   257|    return archive_tag(conn, tag_id)
   258|
   259|
   260|@router.get("/plans")
   261|

Use offset=261 to continue reading (showing 1-260 of 610 lines)


from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd=r'''
python - <<'PY'
import sqlite3, json
from jarvis_finance.services.budget_plans import archive_budget_plan_item
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
rows=list(con.execute("SELECT entity_id,name,is_active FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' ORDER BY created_at DESC"))
archived=[]
for r in rows:
    if r['is_active']:
        res=archive_budget_plan_item(con, str(r['entity_id']))
        archived.append({'entity_id': str(r['entity_id']), 'audit_id': res['audit_id']})
active=con.execute("SELECT count(*) c FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' AND is_active=1").fetchone()['c']
print(json.dumps({'found': len(rows), 'archived_count': len(archived), 'active_after_cleanup': active}, ensure_ascii=False, indent=2))
con.close()
PY
'''
print(terminal(cmd, workdir=wd, timeout=120)['output'])


Output:
Traceback (most recent call last):
  File "<stdin>", line 4, in <module>
sqlite3.OperationalError: no such column: entity_id


Schema-Spalten heißen anders; ich prüfe gezielt `budget_plan_items`.

Explanation:
**Inspecting schema**

I need to quickly check the schema for the column. It’s essential to ensure that the structure aligns with what I expect. I want to understand the data types, any constraints, and maybe even default values associated with this column. Doing this investigation helps in ensuring that I’m working with accurate data and can avoid any potential issues down the road. Let’s take a closer look and confirm the details!

from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd="""python - <<'PY'
import sqlite3, json
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
print(json.dumps([dict(r) for r in con.execute('pragma table_info(budget_plan_items)')], indent=2))
con.close()
PY"""
print(terminal(cmd, workdir=wd, timeout=120)['output'])


Output:
[
  {
    "cid": 0,
    "name": "plan_item_id",
    "type": "TEXT",
    "notnull": 0,
    "dflt_value": null,
    "pk": 1
  },
  {
    "cid": 1,
    "name": "plan_month",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 2,
    "name": "category_id",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 3,
    "name": "name",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 4,
    "name": "monthly_amount_chf",
    "type": "TEXT",
    "notnull": 0,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 5,
    "name": "annual_amount_chf",
    "type": "TEXT",
    "notnull": 0,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 6,
    "name": "cadence",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": "'monthly'",
    "pk": 0
  },
  {
    "cid": 7,
    "name": "is_fixed_cost",
    "type": "INTEGER",
    "notnull": 1,
    "dflt_value": "0",
    "pk": 0
  },
  {
    "cid": 8,
    "name": "source_type",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": "'manual'",
    "pk": 0
  },
  {
    "cid": 9,
    "name": "notes",
    "type": "TEXT",
    "notnull": 0,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 10,
    "name": "is_active",
    "type": "INTEGER",
    "notnull": 1,
    "dflt_value": "1",
    "pk": 0
  },
  {
    "cid": 11,
    "name": "created_at",
    "type": "TEXT",
    "notnull": 1,
    "dflt_value": null,
    "pk": 0
  },
  {
    "cid": 12,
    "name": "updated_at",
    "type": "TEXT",
    "notnull": 0,
    "dflt_value": null,
    "pk": 0
  }
]


from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd=r'''
python - <<'PY'
import sqlite3, json
from jarvis_finance.services.budget_plans import archive_budget_plan_item
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
rows=list(con.execute("SELECT plan_item_id,name,is_active FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' ORDER BY created_at DESC"))
archived=[]
for r in rows:
    if r['is_active']:
        res=archive_budget_plan_item(con, str(r['plan_item_id']))
        archived.append({'plan_item_id': str(r['plan_item_id']), 'audit_id': res['audit_id']})
active=con.execute("SELECT count(*) c FROM budget_plan_items WHERE name='Hotfix Smoke Test Einkommen' AND is_active=1").fetchone()['c']
print(json.dumps({'found': len(rows), 'archived_count': len(archived), 'active_after_cleanup': active}, ensure_ascii=False, indent=2))
con.close()
PY
'''
print(terminal(cmd, workdir=wd, timeout=120)['output'])


Output:
{
  "found": 1,
  "archived_count": 1,
  "active_after_cleanup": 0
}