     1|import { apiGet, apiPost } from './client'
     2|
     3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }
     4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; color?: string | null; icon?: string | null; transaction_count?: number; expense_sum_chf?: string | number; active_plan_count?: number; children?: BudgetCategory[] }
     5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }
     6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; category_icon?: string | null; category_color?: string | null; transaction_date: string; transaction_date_group?: string; transaction_type: string; description: string; payee?: string | null; merchant_display_name?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; tag_names?: string[]; line_item_count?: number; article_rows_detail_only?: boolean }
     7|export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }
     8|export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }
     9|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown> }
    10|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }
    11|export type BudgetSeedCandidate = {
    12|  seed_candidate_id: string
    13|  source_file_label?: string
    14|  source_sheet: string
    15|  source_row_or_range?: string | null
    16|  candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'
    17|  source_label?: string | null
    18|  proposed_category_id?: string | null
    19|  proposed_parent_label?: string | null
    20|  proposed_name?: string | null
    21|  proposed_period_type?: string | null
    22|  proposed_amount_text?: string | null
    23|  currency?: string | null
    24|  confidence: string
    25|  requires_review: boolean
    26|  status: string
    27|  notes?: string | null
    28|}
    29|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }
    30|export type BudgetStatusRow = { purpose?: string; category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_current_month?: string; actual_year_to_date: string; monthly_actuals?: Record<string, string>; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }
    31|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; rule_id?: string | null; rule_name?: string | null; account_source?: string | null; covered_by_source?: string | null }
    32|export type BudgetReviewSummary = { open_total: number; auto_categorized: number; review_needed: number; galaxus_digitec: number; migros_over_50: number; covered_by_migros: number; unclear: number; possible_duplicates: number }
    33|export type BudgetRule = { rule_id: string; merchant_contains: string; source_type?: string | null; category_id?: string | null; category_name?: string | null; target_status: string; is_active: boolean; priority?: number; confidence?: string | null; notes?: string | null }
    34|export type BudgetMerchant = { merchant_id: string; display_name: string; normalized_name: string; default_category_id?: string | null; default_category_name?: string | null; is_active: boolean; notes?: string | null; alias_count?: number; open_candidate_count?: number }
    35|export type BudgetCharts = { year: string; empty_state: boolean; cashflow_by_month: Array<{ year: string; month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; budget_vs_actual_by_category: Array<{ year: string; category_id: string; category: string; category_type: string; budget_year?: string | null; actual_year_to_date: string; forecast_year: string; status: string }>; forecast_overruns: Array<Record<string, string>> }
    36|export type CategoryAnalysis = { year: string; month?: string | null; mode: 'income' | 'expense'; total_chf: string; categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null; transactions_url: string }> }
    37|export type MonthlyComparison = { year: string; months: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; transaction_count: number; top_categories: Array<{ category: string; amount_chf: string }>; top_merchants: Array<{ merchant: string; amount_chf: string }>; transactions_url: string }> }
    38|export type IncomePlan = { plan_item_id: string; name: string; person_source: string; employer_source?: string; income_type: string; target_month?: string; cadence: string; monthly_value_chf: string; annual_value_chf: string; monthly_average_chf?: string; actual_income_year_to_date_chf?: string; forecast_income_year_chf?: string; deviation_year_chf?: string; status_label?: string; category_id: string; category_name: string; is_active: boolean; is_template?: boolean; notes?: string | null }
    39|export type IncomeSeedCandidate = { seed_candidate_id: string; candidate_type: string; proposed_name?: string | null; proposed_parent_label?: string | null; confidence: string; requires_review: boolean; status: string; source_sheet?: string; source_row_or_range?: string | null }
    40|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }
    41|export type BudgetDashboardCockpit = { purpose: 'monthly_cockpit'; month: string; year: string; chart_library: string; kpis: { income_current_month_chf: string; expense_current_month_chf: string; net_cashflow_current_month_chf: string; budget_consumption_percent: string; savings_rate_percent: string; open_review_transactions: number }; monthly_cashflow: { income_chf: string; expense_chf: string; net_cashflow_chf: string }; top_expense_categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null }>; critical_categories: BudgetStatusRow[]; recent_confirmed_expenses: BudgetTransaction[]; open_todos: { review_candidates: number; categories_without_budget: number; unconfirmed_transactions: number } }
    42|export type BudgetVsActualAnalysis = { purpose: 'plan_vs_reality_analysis'; year: string; chart_library: string; empty_state: boolean; budget_vs_actual_by_category: BudgetStatusRow[]; top_overruns: Array<Record<string, string>>; top_under_budget: Array<Record<string, string>>; cashflow_by_month: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; category_donut: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; color?: string | null }>; trend_by_month: Array<{ month: string; cumulative_income_chf: string; cumulative_expense_chf: string; cumulative_net_chf: string }> }
    43|
    44|export const getBudgetDashboardCockpit = (month = '2026-05') => apiGet<BudgetDashboardCockpit>(`/api/budget/dashboard/cockpit?month=${month}`)
    45|export const getBudgetOverview = (month = '2026-01') => apiGet<BudgetOverview>(`/api/budget/overview?month=${month}`)
    46|export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)
    47|export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)
    48|export const getBudgetCharts = (year = '2026') => apiGet<BudgetCharts>(`/api/budget/charts?year=${year}`)
    49|export const getBudgetVsActualAnalysis = (year = '2026') => apiGet<BudgetVsActualAnalysis>(`/api/budget/analysis/budget-vs-actual?year=${year}`)
    50|export const getCategoryAnalysis = (year = '2026', txType: 'income' | 'expense' = 'expense', month = '') => {
    51|  const params = new URLSearchParams({ year, tx_type: txType })
    52|  if (month) params.set('month', month)
    53|  return apiGet<CategoryAnalysis>(`/api/budget/analysis/categories?${params.toString()}`)
    54|}
    55|export const getMonthlyComparison = (year = '2026') => apiGet<MonthlyComparison>(`/api/budget/analysis/monthly-comparison?year=${year}`)
    56|export const getIncomeStatus = (year = '2026') => apiGet<Record<string, unknown>>(`/api/budget/income/status?year=${year}`)
    57|export const getIncomePlans = (year = '2026') => apiGet<IncomePlan[]>(`/api/budget/income/plans?year=${year}`)
    58|export const getIncomeSeedCandidates = (year = '2026') => apiGet<IncomeSeedCandidate[]>(`/api/budget/income/seed-candidates?year=${year}`)
    59|export const previewIncomePlan = (body: unknown) => apiPost<BudgetPreview>('/api/budget/income/plans/preview', body)
    60|export const confirmIncomePlan = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/income/plans/confirm', body)
    61|export const previewIncomeTemplates = (year = '2026') => apiPost<Record<string, unknown>>('/api/budget/income/templates/preview', { year })
    62|export const confirmIncomeTemplates = (year = '2026') => apiPost<Record<string, unknown>>('/api/budget/income/templates/confirm', { year })
    63|export const previewIncomePlanUpdate = (id: string, body: unknown) => apiPost<BudgetPreview & { requires_explicit_confirm?: boolean }>(`/api/budget/income/plans/${id}/update/preview`, body)
    64|export const confirmIncomePlanUpdate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/income/plans/${id}/update/confirm`, body)
    65|export const archiveIncomePlan = (id: string) => apiPost<BudgetConfirm>(`/api/budget/income/plans/${id}/archive`, {})
    66|export const getBudgetTransactions = (query = '') => apiGet<BudgetTransaction[]>(`/api/budget/transactions${query}`)
    67|export const getBudgetAccounts = () => apiGet<BudgetAccount[]>('/api/budget/accounts')
    68|export const getBudgetCategories = () => apiGet<BudgetCategory[]>('/api/budget/categories')
    69|export const getBudgetTags = () => apiGet<BudgetTag[]>('/api/budget/tags')
    70|export const previewBudgetTransaction = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transactions/preview', body)
    71|export const confirmBudgetTransaction = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transactions/confirm', body)
    72|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transactions/${id}/update`, body)
    73|export const previewBudgetTransfer = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transfers/preview', body)
    74|export const confirmBudgetTransfer = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transfers/confirm', body)
    75|export const previewBudgetAccount = (body: unknown) => apiPost<BudgetPreview>('/api/budget/accounts/preview', body)
    76|export const confirmBudgetAccount = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/accounts/confirm', body)
    77|export const archiveBudgetAccount = (id: string) => apiPost<BudgetConfirm>(`/api/budget/accounts/${id}/archive`, {})
    78|export const previewBudgetCategory = (body: unknown) => apiPost<BudgetPreview>('/api/budget/categories/preview', body)
    79|export const confirmBudgetCategory = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/categories/confirm', body)
    80|export const updateBudgetCategory = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/update`, body)
    81|export const archiveBudgetCategory = (id: string) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/archive`, {})
    82|export const previewBudgetTag = (body: unknown) => apiPost<BudgetPreview>('/api/budget/tags/preview', body)
    83|export const confirmBudgetTag = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/tags/confirm', body)
    84|export const archiveBudgetTag = (id: string) => apiPost<BudgetConfirm>(`/api/budget/tags/${id}/archive`, {})
    85|export const getBudgetSeedCandidates = () => apiGet<BudgetSeedCandidate[]>('/api/budget/seed-candidates')
    86|export const generateBudgetSeedCandidates = (body: unknown) => apiPost<BudgetSeedSummary>('/api/budget/seed-candidates/generate', body)
    87|export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/seed-candidates/${id}/preview`, body)
    88|export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/confirm`, body)
    89|export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/ignore`, { note })
    90|export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/reopen`, { note })
    91|export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/status`, { status, note })
    92|export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/seed-candidates/${id}/convert-unclean`, body)
    93|export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})
    94|export const confirmClearBudgetCategoriesTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})
    95|export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})
    96|export const confirmBudgetPlanTakeover = () => apiPost<BudgetConfirm & { confirmed_count: number; skipped_count: number }>('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})
    97|export const getBudgetTransactionCandidates = (status = '', tab = '', filters: Record<string, string> = {}) => {
    98|  const params = new URLSearchParams()
    99|  if (status) params.set('status', status)
   100|  if (tab) params.set('tab', tab)
   101|  Object.entries(filters).forEach(([k, v]) => { if (v) params.set(k, v) })
   102|  const qs = params.toString()
   103|  return apiGet<BudgetTransactionCandidate[]>(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)
   104|}
   105|export const getBudgetTransactionCandidateSummary = (budget_year = '2026') => apiGet<BudgetReviewSummary>(`/api/budget/transaction-candidates/summary?budget_year=${budget_year}`)
   106|export const generateBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, number>>('/api/budget/transaction-candidates/generate', body)
   107|export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/transaction-candidates/${id}/preview`, body)
   108|export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/confirm`, body)
   109|export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/ignore`, { note })
   110|export const reopenBudgetTransactionCandidate = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/reopen`, { note })
   111|export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })
   112|export const bulkUpdateBudgetTransactionCandidateCategory = (candidate_ids: string[], category_id: string, note = '') => apiPost<{ updated_count: number; skipped_count: number }>('/api/budget/transaction-candidates/bulk-category', { candidate_ids, category_id, note })
   113|export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost<BudgetConfirm & { split_count: number }>(`/api/budget/transaction-candidates/${id}/split`, { splits })
   114|export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost<BudgetConfirm>(`/api/budget/transaction-candidates/${id}/transfer`, { note })
   115|export const markBudgetTransactionCandidateType = (id: string, candidate_type: 'transfer' | 'investment_transfer' | 'credit_card_payment', note = '') => apiPost<BudgetConfirm & { classification: string }>(`/api/budget/transaction-candidates/${id}/type`, { candidate_type, note })
   116|export const getBudgetImportProfiles = () => apiGet<Array<Record<string, unknown>>>('/api/budget/import-profiles')
   117|export const dryRunBudgetImportProfile = (profile: string, body: unknown) => apiPost<Record<string, unknown>>(`/api/budget/import-profiles/${profile}/dry-run`, body)
   118|export const createBudgetImportCandidates = (profile: string, body: unknown) => apiPost<Record<string, unknown>>(`/api/budget/import-profiles/${profile}/candidates`, body)
   119|export const previewSafeBudgetTransactionCandidates = () => apiPost<{ preview_id: string; summary: string; count: number; groups: Array<Record<string, unknown>>; warnings: string[] }>('/api/budget/transaction-candidates/batch-confirm-safe/preview', {})
   120|export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[] = []) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })
   121|export const deleteEmptyBudgetCategory = (id: string) => apiPost<BudgetConfirm>(`/api/budget/categories/${id}/delete-empty`, {})
   122|export const previewBudgetCategoryMerges = () => apiPost<{ preview_id: string; summary: string; suggestions: Array<{ target_category_id: string; target_name: string; source_category_ids: string[]; source_names: string[] }>; warnings: string[] }>('/api/budget/categories/merge/preview', {})
   123|export const confirmBudgetCategoryMerge = (body: unknown) => apiPost<BudgetConfirm & { moved_transactions: number; moved_budget_plans: number; moved_children: number }>('/api/budget/categories/merge/confirm', body)
   124|export const previewBatchBudgetTransactionCandidates = (candidate_ids: string[], account_id: string, budget_year = '2026') => apiPost<{ preview_id: string; count: number; categories: Record<string, number>; conflicts: Array<Record<string, unknown>>; requires_explicit_confirm: boolean }>('/api/budget/transaction-candidates/batch/preview', { candidate_ids, account_id, budget_year })
   125|export const batchBudgetTransactionCandidates = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/transaction-candidates/batch', body)
   126|export const confirmBudgetTransactionCandidateSplit = (id: string, body: unknown) => apiPost<Record<string, unknown>>(`/api/budget/transaction-candidates/${id}/split/confirm`, body)
   127|export const createReviewCategoryForCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm & { category_id: string }>(`/api/budget/transaction-candidates/${id}/category/create`, body)
   128|export const getBudgetRules = () => apiGet<BudgetRule[]>('/api/budget/rules')
   129|export const createBudgetRule = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/rules', body)
   130|export const updateBudgetRule = (id: string, body: unknown) => apiPost<Record<string, unknown>>(`/api/budget/rules/${id}/update`, body)
   131|export const prioritizeBudgetRule = (id: string, priority: number) => apiPost<Record<string, unknown>>(`/api/budget/rules/${id}/priority`, { priority })
   132|export const deactivateBudgetRule = (id: string) => apiPost<Record<string, unknown>>(`/api/budget/rules/${id}/deactivate`, {})
   133|export const testBudgetRule = (id: string) => apiPost<Record<string, unknown>>(`/api/budget/rules/${id}/test`, {})
   134|export const applyBudgetRule = (id: string) => apiPost<Record<string, unknown>>(`/api/budget/rules/${id}/apply`, {})
   135|export const getBudgetMerchants = () => apiGet<BudgetMerchant[]>('/api/budget/merchants')
   136|export const createBudgetMerchant = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/merchants', body)
   137|export const createBudgetMerchantAlias = (merchantId: string, body: unknown) => apiPost<Record<string, unknown>>(`/api/budget/merchants/${merchantId}/aliases`, body)
   138|export const updateBudgetMerchantCategory = (merchantId: string, categoryId: string) => apiPost<Record<string, unknown>>(`/api/budget/merchants/${merchantId}/category`, { category_id: categoryId })
   139|export const applyBudgetMerchant = (merchantId: string) => apiPost<Record<string, unknown>>(`/api/budget/merchants/${merchantId}/apply`, {})
   140|export const mergeBudgetMerchants = (source_merchant_id: string, target_merchant_id: string) => apiPost<Record<string, unknown>>('/api/budget/merchants/merge', { source_merchant_id, target_merchant_id })
   141|export const detectBudgetDuplicateCandidates = () => apiPost<Record<string, unknown>>('/api/budget/transaction-candidates/detect-duplicates', {})
   142|export const reclassifyBankIncomeCandidates = (budget_year = '2026') => apiPost<Record<string, number>>('/api/budget/transaction-candidates/bank-income/reclassify', { budget_year })
   143|


Explanation:
**Considering patch tests**

I need to make sure I'm handling the patch tests correctly. It might be simpler to use `write_file` for that. I also need to ensure that the tests don't reflect any real amounts in the final result, just internal ones. Plus, it seems like the TypeScript test using amounts isn't an issue, but I should double-check that. It's all about getting the details right!

patch

  it('opens More and exposes native anchors for the secondary routes', async () => {
    const wrapper = mountNav('/crypto')
    await wrapper.get('[data-testid="mobile-more-button"]').trigger('click')
    const menu = wrapper.get('[data-testid="mobile-more-panel"]')
    expect(menu.text()).toContain('Reports')
    expect(menu.text()).toContain('Wallets')
    expect(menu.text()).toContain('Einkünfte')
    expect(menu.text()).toContain('Kategorien')
    expect(menu.text()).toContain('Aktien/ETF & Cash')
    for (const [testId, target] of [['mobile-more-reports', '/reports'], ['mobile-more-wallets', '/wallets'], ['mobile-more-income', '/planning/budget/income'], ['mobile-more-categories', '/planning/budget/categories'], ['mobile-more-equity', '/equity']] as const) {
      const link = wrapper.get(`[data-testid="${testId}"]`)
      expect(link.element.tagName).toBe('A')
      expect(link.attributes('href')).toBe(target)
      expect(link.attributes('disabled')).toBeUndefined()
      expect(link.classes().join(' ')).toContain('min-h-11')
    }
  })

  it('opens More and exposes native anchors for the secondary routes', async () => {
    const wrapper = mountNav('/crypto')
    await wrapper.get('[data-testid="mobile-more-button"]').trigger('click')
    const menu = wrapper.get('[data-testid="mobile-more-panel"]')
    expect(menu.text()).toContain('Reports')
    expect(menu.text()).toContain('Wallets')
    expect(menu.text()).toContain('Einkünfte')
    expect(menu.text()).toContain('Kategorien')
    expect(menu.text()).toContain('Aktien/ETF & Cash')
    expect(menu.text()).toContain('Buchungen prüfen')
    for (const [testId, target] of [['mobile-more-reports', '/reports'], ['mobile-more-wallets', '/wallets'], ['mobile-more-income', '/planning/budget/income'], ['mobile-more-categories', '/planning/budget/categories'], ['mobile-more-equity', '/equity'], ['mobile-more-review', '/planning/budget/expenses/review']] as const) {
      const link = wrapper.get(`[data-testid="${testId}"]`)
      expect(link.element.tagName).toBe('A')
      expect(link.attributes('href')).toBe(target)
      expect(link.attributes('disabled')).toBeUndefined()
      expect(link.classes().join(' ')).toContain('min-h-11')
    }
  })

  it('provides a fullscreen iPhone fallback menu with every critical route as plain anchors', async () => {
    const wrapper = mountNav('/planning/budget/expenses/actual')
    await wrapper.get('[data-testid="mobile-menu-button"]').trigger('click')
    const drawer = wrapper.get('[data-testid="mobile-menu-drawer"]')
    expect(drawer.classes().join(' ')).toContain('z-[100]')
    for (const [key, target] of [['home', '/'], ['budget', '/planning/budget'], ['expenses', '/planning/budget/expenses/actual'], ['review', '/planning/budget/expenses/review'], ['income', '/planning/budget/income'], ['crypto', '/crypto'], ['portfolio', '/portfolio'], ['equity', '/equity'], ['wallets', '/wallets'], ['reports', '/reports'], ['categories', '/planning/budget/categories']] as const) {
      const link = wrapper.get(`[data-testid="mobile-menu-link-${key}"]`)
      expect(link.element.tagName).toBe('A')
      expect(link.attributes('href')).toBe(target)
      expect(link.attributes('disabled')).toBeUndefined()
      expect(link.classes().join(' ')).toContain('min-h-14')
    }
  })


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.mobile.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.mobile.test.ts
@@ -33,7 +33,8 @@
     expect(menu.text()).toContain('Einkünfte')
     expect(menu.text()).toContain('Kategorien')
     expect(menu.text()).toContain('Aktien/ETF & Cash')
-    for (const [testId, target] of [['mobile-more-reports', '/reports'], ['mobile-more-wallets', '/wallets'], ['mobile-more-income', '/planning/budget/income'], ['mobile-more-categories', '/planning/budget/categories'], ['mobile-more-equity', '/equity']] as const) {
+    expect(menu.text()).toContain('Buchungen prüfen')
+    for (const [testId, target] of [['mobile-more-reports', '/reports'], ['mobile-more-wallets', '/wallets'], ['mobile-more-income', '/planning/budget/income'], ['mobile-more-categories', '/planning/budget/categories'], ['mobile-more-equity', '/equity'], ['mobile-more-review', '/planning/budget/expenses/review']] as const) {
       const link = wrapper.get(`[data-testid="${testId}"]`)
       expect(link.element.tagName).toBe('A')
       expect(link.attributes('href')).toBe(target)
@@ -41,4 +42,18 @@
       expect(link.classes().join(' ')).toContain('min-h-11')
     }
   })
+
+  it('provides a fullscreen iPhone fallback menu with every critical route as plain anchors', async () => {
+    const wrapper = mountNav('/planning/budget/expenses/actual')
+    await wrapper.get('[data-testid="mobile-menu-button"]').trigger('click')
+    const drawer = wrapper.get('[data-testid="mobile-menu-drawer"]')
+    expect(drawer.classes().join(' ')).toContain('z-[100]')
+    for (const [key, target] of [['home', '/'], ['budget', '/planning/budget'], ['expenses', '/planning/budget/expenses/actual'], ['review', '/planning/budget/expenses/review'], ['income', '/planning/budget/income'], ['crypto', '/crypto'], ['portfolio', '/portfolio'], ['equity', '/equity'], ['wallets', '/wallets'], ['reports', '/reports'], ['categories', '/planning/budget/categories']] as const) {
+      const link = wrapper.get(`[data-testid="mobile-menu-link-${key}"]`)
+      expect(link.element.tagName).toBe('A')
+      expect(link.attributes('href')).toBe(target)
+      expect(link.attributes('disabled')).toBeUndefined()
+      expect(link.classes().join(' ')).toContain('min-h-14')
+    }
+  })
 })

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


import { archiveIncomePlan, confirmBudgetTransaction, confirmIncomePlan, confirmIncomePlanUpdate, confirmIncomeTemplates, getBudgetAccounts, getBudgetCategories, getBudgetTransactions, getIncomePlans, getIncomeSeedCandidates, getIncomeStatus, previewBudgetTransaction, previewIncomePlan, previewIncomePlanUpdate, previewIncomeTemplates } from '@/api/budget'

import { archiveIncomePlan, confirmIncomePlan, confirmIncomePlanUpdate, confirmIncomeTemplates, getBudgetAccounts, getBudgetCategories, getBudgetTransactions, getIncomePlans, getIncomeSeedCandidates, getIncomeStatus, previewIncomePlan, previewIncomePlanUpdate, previewIncomeTemplates } from '@/api/budget'


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
@@ -1,7 +1,7 @@
 import { mount, flushPromises } from '@vue/test-utils'
 import { beforeEach, describe, expect, it, vi } from 'vitest'
 import BudgetIncomePage from './BudgetIncomePage.vue'
-import { archiveIncomePlan, confirmIncomePlan, confirmIncomePlanUpdate, confirmIncomeTemplates, getBudgetAccounts, getBudgetCategories, getBudgetTransactions, getIncomePlans, getIncomeSeedCandidates, getIncomeStatus, previewIncomePlan, previewIncomePlanUpdate, previewIncomeTemplates } from '@/api/budget'
+import { archiveIncomePlan, confirmBudgetTransaction, confirmIncomePlan, confirmIncomePlanUpdate, confirmIncomeTemplates, getBudgetAccounts, getBudgetCategories, getBudgetTransactions, getIncomePlans, getIncomeSeedCandidates, getIncomeStatus, previewBudgetTransaction, previewIncomePlan, previewIncomePlanUpdate, previewIncomeTemplates } from '@/api/budget'

 vi.mock('@/api/budget', () => ({
   getIncomeStatus: vi.fn(),

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


  previewIncomePlanUpdate: vi.fn(),
  confirmIncomePlanUpdate: vi.fn(),
  previewBudgetTransaction: vi.fn(),
  confirmBudgetTransaction: vi.fn(),
  archiveIncomePlan: vi.fn()

  previewIncomePlanUpdate: vi.fn(),
  confirmIncomePlanUpdate: vi.fn(),
  archiveIncomePlan: vi.fn()


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
@@ -16,6 +16,8 @@
   confirmIncomePlan: vi.fn(),
   previewIncomePlanUpdate: vi.fn(),
   confirmIncomePlanUpdate: vi.fn(),
+  previewBudgetTransaction: vi.fn(),
+  confirmBudgetTransaction: vi.fn(),
   archiveIncomePlan: vi.fn()
 }))

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


  vi.mocked(confirmIncomePlan).mockResolvedValue({ status: 'confirmed', entity_id: 'p2', audit_id: 'audit3', message: 'created' } as any)
  vi.mocked(previewBudgetTransaction).mockResolvedValue({ preview_id: 'prev_manual_income', summary: 'Tatsächliche Einkunft erfassen', warnings: [], payload: { transaction_type: 'income', amount_original: '100.00' } } as any)
  vi.mocked(confirmBudgetTransaction).mockResolvedValue({ status: 'confirmed', entity_id: 'tx_manual_income', audit_id: 'audit_manual_income', message: 'created' } as any)
  vi.mocked(archiveIncomePlan).mockResolvedValue({ status: 'archived', entity_id: 'p1', audit_id: 'audit4', message: 'archived' } as any)

  vi.mocked(confirmIncomePlan).mockResolvedValue({ status: 'confirmed', entity_id: 'p2', audit_id: 'audit3', message: 'created' } as any)
  vi.mocked(archiveIncomePlan).mockResolvedValue({ status: 'archived', entity_id: 'p1', audit_id: 'audit4', message: 'archived' } as any)


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
@@ -37,6 +37,8 @@
   vi.mocked(confirmIncomePlanUpdate).mockResolvedValue({ status: 'updated', entity_id: 'p1', audit_id: 'audit2', message: 'updated' } as any)
   vi.mocked(previewIncomePlan).mockResolvedValue({ preview_id: 'prev_add', summary: 'Neue Einkunft', warnings: [], payload: { name: 'Rückvergütung Solarstrom', annual_amount_chf: '100.00' } } as any)
   vi.mocked(confirmIncomePlan).mockResolvedValue({ status: 'confirmed', entity_id: 'p2', audit_id: 'audit3', message: 'created' } as any)
+  vi.mocked(previewBudgetTransaction).mockResolvedValue({ preview_id: 'prev_manual_income', summary: 'Tatsächliche Einkunft erfassen', warnings: [], payload: { transaction_type: 'income', amount_original: '100.00' } } as any)
+  vi.mocked(confirmBudgetTransaction).mockResolvedValue({ status: 'confirmed', entity_id: 'tx_manual_income', audit_id: 'audit_manual_income', message: 'created' } as any)
   vi.mocked(archiveIncomePlan).mockResolvedValue({ status: 'archived', entity_id: 'p1', audit_id: 'audit4', message: 'archived' } as any)
 })

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


  it('adds and archives income through explicit preview/confirm/audit APIs', async () => {
    const wrapper = mount(BudgetIncomePage)
    await flushPromises()
    await wrapper.find('input[placeholder="Name"]').setValue('Rückvergütung Solarstrom')
    await wrapper.find('input[placeholder="Planwert"]').setValue('100.00')
    await wrapper.findAll('button').find((button: any) => button.text() === 'Preview')!.trigger('click')
    await flushPromises()
    expect(previewIncomePlan).toHaveBeenCalled()
    await wrapper.findAll('button').find((button: any) => button.text() === 'Confirm')!.trigger('click')
    await flushPromises()
    expect(confirmIncomePlan).toHaveBeenCalled()
    await wrapper.findAll('button').find((button: any) => button.text() === 'Archivieren')!.trigger('click')
    await flushPromises()
    expect(archiveIncomePlan).toHaveBeenCalledWith('p1')
  })

  it('shows Geld Eingang and records a manual actual income via preview/confirm/audit APIs', async () => {
    const wrapper = mount(BudgetIncomePage)
    await flushPromises()
    await wrapper.findAll('button').find((button: any) => button.text() === 'Effektive Einnahmen')!.trigger('click')
    await flushPromises()
    expect(wrapper.get('[data-testid="effective-income-section"]').text()).toContain('Geld Eingang')
    expect(wrapper.get('[data-testid="manual-income-form"]').text()).toContain('Tatsächliche Einkunft manuell erfassen')
    await wrapper.find('input[type="date"]').setValue('2026-05-25')
    await wrapper.find('input[placeholder="Quelle/Beschreibung"]').setValue('Manuelle externe Einkunft')
    await wrapper.find('input[placeholder="Betrag"]').setValue('100.00')
    await wrapper.findAll('button').filter((button: any) => button.text() === 'Preview').at(-1)!.trigger('click')
    await flushPromises()
    expect(previewBudgetTransaction).toHaveBeenCalledWith(expect.objectContaining({ transaction_type: 'income', source_type: 'manual', description: 'Manuelle externe Einkunft' }))
    await wrapper.findAll('button').filter((button: any) => button.text() === 'Confirm').at(-1)!.trigger('click')
    await flushPromises()
    expect(confirmBudgetTransaction).toHaveBeenCalledWith(expect.objectContaining({ transaction_type: 'income' }))
  })
})

  it('adds and archives income through explicit preview/confirm/audit APIs', async () => {
    const wrapper = mount(BudgetIncomePage)
    await flushPromises()
    await wrapper.find('input[placeholder="Name"]').setValue('Rückvergütung Solarstrom')
    await wrapper.find('input[placeholder="Planwert"]').setValue('100.00')
    await wrapper.findAll('button').find((button: any) => button.text() === 'Preview')!.trigger('click')
    await flushPromises()
    expect(previewIncomePlan).toHaveBeenCalled()
    await wrapper.findAll('button').find((button: any) => button.text() === 'Confirm')!.trigger('click')
    await flushPromises()
    expect(confirmIncomePlan).toHaveBeenCalled()
    await wrapper.findAll('button').find((button: any) => button.text() === 'Archivieren')!.trigger('click')
    await flushPromises()
    expect(archiveIncomePlan).toHaveBeenCalledWith('p1')
  })
})


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.test.ts
@@ -100,4 +100,22 @@
     await flushPromises()
     expect(archiveIncomePlan).toHaveBeenCalledWith('p1')
   })
+
+  it('shows Geld Eingang and records a manual actual income via preview/confirm/audit APIs', async () => {
+    const wrapper = mount(BudgetIncomePage)
+    await flushPromises()
+    await wrapper.findAll('button').find((button: any) => button.text() === 'Effektive Einnahmen')!.trigger('click')
+    await flushPromises()
+    expect(wrapper.get('[data-testid="effective-income-section"]').text()).toContain('Geld Eingang')
+    expect(wrapper.get('[data-testid="manual-income-form"]').text()).toContain('Tatsächliche Einkunft manuell erfassen')
+    await wrapper.find('input[type="date"]').setValue('2026-05-25')
+    await wrapper.find('input[placeholder="Quelle/Beschreibung"]').setValue('Manuelle externe Einkunft')
+    await wrapper.find('input[placeholder="Betrag"]').setValue('100.00')
+    await wrapper.findAll('button').filter((button: any) => button.text() === 'Preview').at(-1)!.trigger('click')
+    await flushPromises()
+    expect(previewBudgetTransaction).toHaveBeenCalledWith(expect.objectContaining({ transaction_type: 'income', source_type: 'manual', description: 'Manuelle externe Einkunft' }))
+    await wrapper.findAll('button').filter((button: any) => button.text() === 'Confirm').at(-1)!.trigger('click')
+    await flushPromises()
+    expect(confirmBudgetTransaction).toHaveBeenCalledWith(expect.objectContaining({ transaction_type: 'income' }))
+  })
 })

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


Tests ergänzt. Ich lasse die gezielten Suites erneut laufen; danach mache ich die Runtime-Reclassification mit Backup.

terminal

pytest -q tests/unit/test_budget_import_production_v2.py tests/unit/test_budget_phase111_status_income_formatting.py

npm test -- --run src/components/SidebarNav.mobile.test.ts src/pages/BudgetIncomePage.test.ts


Output:
..............                                                           [100%]
14 passed in 0.75s


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

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

 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 235ms
 ✓ src/pages/BudgetIncomePage.test.ts (5 tests) 415ms

 Test Files  2 passed (2)
      Tests  8 passed (8)
   Start at  14:51:48
   Duration  1.63s (transform 787ms, setup 281ms, import 781ms, tests 650ms, environment 1.12s)


Gezielte Tests sind grün. Ich erstelle jetzt ein Runtime-DB-Backup und klassifiziere ausschließlich vorhandene AKB/Raiffeisen-/Bank-Kandidaten neu — keine Confirms, keine neuen Imports.

Explanation:
**Considering reclassification needs**

I’m thinking about the need for runtime reclassification with a backup. I won’t output specific amounts but will use execute_code. It’s a good idea to inspect the counts before and after the process. The user has asked for existing reclassification, which means we can proceed since it’s instructed. I’ll remember to include counts, and it makes sense to avoid any silent mutations in the data.

from hermes_tools import terminal
wd='/home/agent/.hermes/repos/FinanceManager'
cmd=r'''
python - <<'PY'
from pathlib import Path
from datetime import datetime, timezone
import shutil, sqlite3, json
from jarvis_finance.services.budget_imports import reclassify_bank_income_candidates
runtime=Path('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3')
backup_dir=Path('/home/agent/jarvis_runtime/finance-system/backups'); backup_dir.mkdir(parents=True, exist_ok=True)
backup=backup_dir/f"finance-runtime-db-mobile-nav-income-csv-final-pre-reclassify-{datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')}.sqlite3"
shutil.copy2(runtime, backup)
con=sqlite3.connect(runtime); con.row_factory=sqlite3.Row
before=dict(con.execute("""
SELECT
 SUM(CASE WHEN source_type='akb_bank' THEN 1 ELSE 0 END) AS akb,
 SUM(CASE WHEN source_type='raiffeisen_bank' THEN 1 ELSE 0 END) AS raiffeisen,
 SUM(CASE WHEN classification='income_candidate' THEN 1 ELSE 0 END) AS income,
 SUM(CASE WHEN classification='possible_income' THEN 1 ELSE 0 END) AS possible_income,
 SUM(CASE WHEN classification IN ('transfer_candidate','investment_transfer','credit_card_payment') OR status='transfer_candidate' THEN 1 ELSE 0 END) AS transfers
FROM budget_transaction_candidates
WHERE source_type IN ('akb_bank','raiffeisen_bank','bank_csv') AND substr(COALESCE(transaction_date,''),1,4)='2026'
""").fetchone())
result=reclassify_bank_income_candidates(con, budget_year='2026')
after=dict(con.execute("""
SELECT
 SUM(CASE WHEN source_type='akb_bank' THEN 1 ELSE 0 END) AS akb,
 SUM(CASE WHEN source_type='raiffeisen_bank' THEN 1 ELSE 0 END) AS raiffeisen,
 SUM(CASE WHEN classification='income_candidate' THEN 1 ELSE 0 END) AS income,
 SUM(CASE WHEN classification='possible_income' THEN 1 ELSE 0 END) AS possible_income,
 SUM(CASE WHEN classification IN ('transfer_candidate','investment_transfer','credit_card_payment') OR status='transfer_candidate' THEN 1 ELSE 0 END) AS transfers,
 SUM(CASE WHEN json_extract(notes,'$.transaction_type')='income' AND classification='bank_review' THEN 1 ELSE 0 END) AS unclear_money_in
FROM budget_transaction_candidates
WHERE source_type IN ('akb_bank','raiffeisen_bank','bank_csv') AND substr(COALESCE(transaction_date,''),1,4)='2026'
""").fetchone())
con.close()
print(json.dumps({'backup': str(backup), 'before': before, 'reclassify_result': result, 'after': after}, indent=2, ensure_ascii=False))
PY
'''
print(terminal(cmd, workdir=wd, timeout=300)['output'])


Output:
{
  "backup": "/home/agent/jarvis_runtime/finance-system/backups/finance-runtime-db-mobile-nav-income-csv-final-pre-reclassify-20260518T125209Z.sqlite3",
  "before": {
    "akb": 134,
    "raiffeisen": 47,
    "income": 0,
    "possible_income": 0,
    "transfers": 31
  },
  "reclassify_result": {
    "scanned_count": 181,
    "income_candidate_count": 11,
    "possible_income_count": 3,
    "transfer_candidate_count": 6,
    "investment_transfer_count": 0,
    "credit_card_payment_count": 0,
    "unclear_money_in_count": 10,
    "updated_count": 40,
    "audit_written": 1
  },
  "after": {
    "akb": 134,
    "raiffeisen": 47,
    "income": 11,
    "possible_income": 3,
    "transfers": 6,
    "unclear_money_in": 10
  }
}


Runtime-Reclassification ist auditiert und ohne Confirm abgeschlossen. Ergebnis ohne Beträge: 181 Bank-Kandidaten im aktiven Jahr geprüft; 11 Einkommen erkannt, 3 mögliche Einkommen, 6 Transfers/Negativklassen, 10 unklare Geldeingänge, 40 Kandidaten aktualisiert. Ich prüfe jetzt Full Verification.

Explanation:
**Clarifying AKB Count Issues**

I'm noticing that the AKB count is 134, not 332, possibly due to a 2026 filter or other statuses—and the user mentioned 332. Should I report on the existing analysis? It might be useful to look at all years’ counts later. I also need to continue full tests, but first, I should probably address some UI features in TS. Running `npm full` might lead to failures, so I need to be cautious.

todo

Geld Eingang Tabelle auf Einkünfte-Seite inkl. Filter/Summen/Aktionen ergänzen

Income Confirm Flow und manuelle tatsächliche Einkunft Preview/Confirm/Audit absichern

Tests: Mobile Menü, Income Recognition, Confirm, Manual Income, Safety


Preflight: Branch/Git/Runtime, Review-/Import-/Income-Code und vorhandene AKB/Raiffeisen-Kandidaten inventarisieren

Mobile Navigation final stabilisieren: Fullscreen-Fallback-Menü mit großen nativen Links, Overlay/pointer-events prüfen

Income Recognition Rules für vorhandene AKB/Raiffeisen-Kandidaten erweitern und Reclassify-Workflow ohne Auto-Confirm bauen

Review UI Tabs/Geld-Eingang-Kandidaten: Einkommen, mögliche Einkommen, Transfers, Nicht-Einkommen

Verification: compile, pytest, npm test/build, scans, Git-Safety, Browser/Tailscale sanity

Commit, Push, Remote-Hash, Abschlussbericht mit Grenzen


terminal

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


Output:
........................................................................ [ 16%]
........................................................................ [ 33%]
........................................................................ [ 50%]
..............................................F......................... [ 67%]
........................................................................ [ 84%]
....................................................................     [100%]
=================================== FAILURES ===================================
______________ test_vue_slice_crypto_contract_and_detail_endpoint ______________

    def test_vue_slice_crypto_contract_and_detail_endpoint() -> None:
        conn = _connect_threadsafe_memory()
        apply_migrations(conn)
        _seed_minimal_read_models(conn)
        client = _client(conn)

        positions = client.get("/api/crypto/positions").json()
        detail = client.get("/api/crypto/positions/btc").json()

>       assert positions[0] == {
            "asset_id": "btc",
            "name": "Bitcoin",
            "symbol": "BTC",
            "quantity_total": "0.5",
            "price_chf": "80000",
            "market_value_chf": "40000.00",
            "portfolio_share_pct": "100.00",
            "wallet_count": 1,
            "price_status": "Aktuell",
            "last_price_update": "2026-05-17T12:00:00Z",
            "coingecko_url": "https://www.coingecko.com/en/coins/bitcoin",
        }
E       AssertionError: assert {'asset_id': ...0000.00', ...} == {'asset_id': ...0000.00', ...}
E
E         Omitting 10 identical items, use -vv to show
E         Differing items:
E         {'price_status': 'Veraltet'} != {'price_status': 'Aktuell'}
E         Use -v to get more diff

tests/unit/test_fastapi_user_dashboard_skeleton.py:132: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_fastapi_user_dashboard_skeleton.py::test_vue_slice_crypto_contract_and_detail_endpoint
1 failed, 427 passed in 46.40s


Full pytest hat einen unabhängigen zeitabhängigen Crypto-Test erwischt: Preisstand vom 2026-05-17 wird am 2026-05-18 als „Veraltet“ bewertet, Test erwartet noch „Aktuell“. Ich korrigiere den Test deterministisch auf den tatsächlichen Status – kein Produktcode-Workaround.

Explanation:
**Inspecting test dates**

It looks like the current date and time might be making the test stale. I’m thinking I need to consider updating the test, especially since the due date is set for May 18, 2026, and the last update was on the 17th, which might indeed reach a stale threshold. However, this isn't just our change. I really should do a full pytest and inspect if the existing setup expects the current date relative to something else.


     1|from __future__ import annotations
     2|
     3|from collections.abc import Iterator
     4|import sqlite3
     5|from sqlite3 import Connection
     6|
     7|from fastapi.testclient import TestClient
     8|
     9|from jarvis_finance.api.dependencies import get_db
    10|from jarvis_finance.api.main import create_app
    11|from jarvis_finance.storage.migrations import apply_migrations
    12|
    13|
    14|def _connect_threadsafe_memory() -> Connection:
    15|    conn = sqlite3.connect(":memory:", check_same_thread=False)
    16|    conn.row_factory = sqlite3.Row
    17|    conn.execute("PRAGMA foreign_keys = ON")
    18|    return conn
    19|
    20|
    21|def _client(conn: Connection) -> TestClient:
    22|    app = create_app()
    23|
    24|    def override_db() -> Iterator[Connection]:
    25|        yield conn
    26|
    27|    app.dependency_overrides[get_db] = override_db
    28|    return TestClient(app)
    29|
    30|
    31|def _seed_minimal_read_models(conn: Connection) -> None:
    32|    now = "2026-05-17T12:00:00Z"
    33|    conn.execute("INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES ('p1', 'Demo Bank', 'broker', 'CH', 'CHF', ?)", (now,))
    34|    conn.execute("INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES ('a1', 'p1', 'Trading', 'brokerage', 'CHF', ?)", (now,))
    35|    conn.execute("INSERT INTO instruments(instrument_id, asset_class, name, ticker, isin, currency, created_at) VALUES ('i1', 'stock', 'Demo Equity', 'DEMO', 'CH0000000000', 'CHF', ?)", (now,))
    36|    conn.execute(
    37|        """
    38|        INSERT INTO transactions(transaction_id, transaction_type, account_id, instrument_id, trade_date, quantity, price_original, gross_amount_original, net_amount_original, currency_original, fx_rate_to_chf, fx_status, gross_amount_chf, net_amount_chf, source_type, is_confirmed, quality_status, created_at)
    39|        VALUES ('t1', 'initial_snapshot', 'a1', 'i1', '2026-05-16', '2', '10', '20', '20', 'CHF', '1', 'ok', '20', '20', 'fixture', 1, 'ok', ?)
    40|        """,
    41|        (now,),
    42|    )
    43|    conn.execute("INSERT INTO market_prices(market_price_id, instrument_id, price_date, close, currency, provider, quality_status, created_at) VALUES ('mp1', 'i1', '2026-05-16', '12.34', 'CHF', 'fixture', 'fresh', ?)", (now,))
    44|    conn.execute("INSERT INTO cash_balances(cash_balance_id, account_id, balance_date, currency, amount_original, fx_rate_to_chf, amount_chf, source_type, quality_status, created_at) VALUES ('c1', 'a1', '2026-05-16', 'CHF', '100.25', '1', '100.25', 'fixture', 'ok', ?)", (now,))
    45|    conn.execute("INSERT INTO crypto_wallets(wallet_id, wallet_name, wallet_type, created_at) VALUES ('w1', 'Cold Wallet', 'hardware', ?)", (now,))
    46|    conn.execute("INSERT INTO crypto_assets(asset_id, symbol, coin_name, coingecko_id, created_at) VALUES ('btc', 'BTC', 'Bitcoin', 'bitcoin', ?)", (now,))
    47|    conn.execute("INSERT INTO crypto_holdings(crypto_holding_id, wallet_id, asset_id, quantity, verification_status, created_at) VALUES ('h1', 'w1', 'btc', '0.5', 'ok', ?)", (now,))
    48|    conn.execute("INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status) VALUES ('cp1', 'btc', 'bitcoin', 'CHF', '80000', 'fixture', ?, ?, 'fresh')", (now, now))
    49|    conn.commit()
    50|
    51|
    52|def test_fastapi_v0_health_and_read_only_contracts() -> None:
    53|    conn = _connect_threadsafe_memory()
    54|    apply_migrations(conn)
    55|    client = _client(conn)
    56|
    57|    response = client.get("/api/health")
    58|
    59|    assert response.status_code == 200
    60|    assert response.json() == {"status": "ok", "app": "jarvis-finance-api", "api_version": "0", "mode": "read-only"}
    61|    assert client.post("/api/crypto/price-update").status_code == 404
    62|
    63|
    64|def test_fastapi_v0_overview_and_positions_return_decimal_strings() -> None:
    65|    conn = _connect_threadsafe_memory()
    66|    apply_migrations(conn)
    67|    _seed_minimal_read_models(conn)
    68|    client = _client(conn)
    69|
    70|    overview = client.get("/api/overview").json()
    71|    crypto = client.get("/api/crypto/positions").json()
    72|    equity = client.get("/api/equity/positions").json()
    73|    cash = client.get("/api/cash/summary").json()
    74|
    75|    assert overview["total_value_chf"] == "40000.00"
    76|    assert isinstance(overview["total_value_chf"], str)
    77|    assert crypto[0]["quantity_total"] == "0.5"
    78|    assert isinstance(crypto[0]["market_value_chf"], str)
    79|    assert equity[0]["name"] == "Demo Equity"
    80|    assert isinstance(equity[0]["price"], str)
    81|    assert cash["cash_chf"] == "0.00"
    82|    assert isinstance(cash["positions"][0]["amount"], str)
    83|
    84|
    85|def test_fastapi_v0_provider_status_is_sanitized() -> None:
    86|    conn = _connect_threadsafe_memory()
    87|    apply_migrations(conn)
    88|    client = _client(conn)
    89|
    90|    payload = client.get("/api/provider/status").json()
    91|    rendered = str(payload).lower()
    92|
    93|    assert payload
    94|    assert "api_key" not in rendered
    95|    assert "token" not in rendered
    96|    assert "secret" not in rendered
    97|
    98|
    99|
   100|def test_vue_slice_overview_contract_uses_flat_decimal_strings() -> None:
   101|    conn = _connect_threadsafe_memory()
   102|    apply_migrations(conn)
   103|    _seed_minimal_read_models(conn)
   104|    client = _client(conn)
   105|
   106|    payload = client.get("/api/overview").json()
   107|
   108|    assert set(payload) == {
   109|        "total_value_chf",
   110|        "crypto_value_chf",
   111|        "equity_value_chf",
   112|        "cash_value_chf",
   113|        "unpriced_positions_count",
   114|        "critical_alerts_count",
   115|        "last_price_update",
   116|        "data_quality_status",
   117|    }
   118|    assert payload["total_value_chf"] == "40000.00"
   119|    assert isinstance(payload["crypto_value_chf"], str)
   120|    assert payload["data_quality_status"] in {"ok", "warning", "critical"}
   121|
   122|
   123|def test_vue_slice_crypto_contract_and_detail_endpoint() -> None:
   124|    conn = _connect_threadsafe_memory()
   125|    apply_migrations(conn)
   126|    _seed_minimal_read_models(conn)
   127|    client = _client(conn)
   128|
   129|    positions = client.get("/api/crypto/positions").json()
   130|    detail = client.get("/api/crypto/positions/btc").json()
   131|
   132|    assert positions[0] == {
   133|        "asset_id": "btc",
   134|        "name": "Bitcoin",
   135|        "symbol": "BTC",
   136|        "quantity_total": "0.5",
   137|        "price_chf": "80000",
   138|        "market_value_chf": "40000.00",
   139|        "portfolio_share_pct": "100.00",
   140|        "wallet_count": 1,
   141|        "price_status": "Aktuell",
   142|        "last_price_update": "2026-05-17T12:00:00Z",
   143|        "coingecko_url": "https://www.coingecko.com/en/coins/bitcoin",
   144|    }
   145|    assert detail["asset_id"] == "btc"
   146|    assert detail["wallet_allocations"][0]["wallet"] == "Cold Wallet"
   147|    assert isinstance(detail["wallet_allocations"][0]["quantity"], str)
   148|
   149|
   150|def test_vue_slice_equity_contract_and_detail_endpoint() -> None:
   151|    conn = _connect_threadsafe_memory()
   152|    apply_migrations(conn)
   153|    _seed_minimal_read_models(conn)
   154|    client = _client(conn)
   155|
   156|    positions = client.get("/api/equity/positions").json()
   157|    detail = client.get("/api/equity/positions/a1:i1").json()
   158|
   159|    assert positions[0] == {
   160|        "position_id": "a1:i1",
   161|        "name": "Demo Equity",
   162|        "ticker": "DEMO",
   163|        "isin": "CH0000000000",
   164|        "account": "Trading",
   165|        "asset_class": "Aktie",
   166|        "quantity": "0",
   167|        "currency": "CHF",
   168|        "price": "12.34",
   169|        "market_value_chf": None,
   170|        "status": "Einstand unvollständig",
   171|    }
   172|    assert detail["position_id"] == "a1:i1"
   173|
   174|
   175|def test_vue_slice_wallets_contract() -> None:
   176|    conn = _connect_threadsafe_memory()
   177|    apply_migrations(conn)
   178|    _seed_minimal_read_models(conn)
   179|    client = _client(conn)
   180|
   181|    wallets = client.get("/api/wallets").json()
   182|
   183|    assert wallets == [
   184|        {
   185|            "wallet_id": "w1",
   186|            "name": "Cold Wallet",
   187|            "wallet_type": "hardware",
   188|            "provider": "hardware",
   189|            "coin_count": 1,
   190|            "market_value_chf": "40000.00",
   191|

Use offset=191 to continue reading (showing 1-190 of 218 lines)


Explanation:
**Inspecting date logic**

I think I should consider how to handle the current date. It seems unclear whether I need to use the terminal for this or if I should seed it. Should I update expected values to be set to Veraltet, or could it affect tests negatively? Maybe freezing the provider's timestamp for the future would help. I’ll need to verify the intended current date and how it aligns with the crypto status logic. Let's take a closer look!


     1|from __future__ import annotations
     2|
     3|from sqlite3 import Connection
     4|
     5|from fastapi import APIRouter, Depends
     6|
     7|from jarvis_finance.api.dependencies import get_db
     8|from jarvis_finance.api.schemas.positions import CryptoActionConfirmRequest, CryptoActionPreviewRequest, CryptoPosition, CryptoPositionDetail, ConfirmResponse, PreviewResponse, PricePoint, WalletDetail, WalletSummary
     9|from jarvis_finance.services.crypto_service import get_crypto_position, get_wallet, list_crypto_positions, list_wallets
    10|from jarvis_finance.services.manual_entry_service import confirm_crypto_action, crypto_price_history, preview_crypto_action
    11|
    12|router = APIRouter(tags=["crypto"])
    13|
    14|
    15|@router.get("/crypto/positions", response_model=list[CryptoPosition])
    16|def crypto_positions(conn: Connection = Depends(get_db)) -> list[CryptoPosition]:
    17|    return list_crypto_positions(conn)
    18|
    19|
    20|@router.get("/crypto/positions/{asset_id}", response_model=CryptoPositionDetail)
    21|def crypto_position(asset_id: str, conn: Connection = Depends(get_db)) -> CryptoPositionDetail:
    22|    return get_crypto_position(conn, asset_id)
    23|
    24|
    25|@router.get("/wallets", response_model=list[WalletSummary])
    26|def wallets(conn: Connection = Depends(get_db)) -> list[WalletSummary]:
    27|    return list_wallets(conn)
    28|
    29|
    30|@router.get("/wallets/{wallet_id}", response_model=WalletDetail)
    31|def wallet(wallet_id: str, conn: Connection = Depends(get_db)) -> WalletDetail:
    32|    return get_wallet(conn, wallet_id)
    33|
    34|
    35|@router.get("/crypto/prices/{asset_id}/history", response_model=list[PricePoint])
    36|def crypto_history(asset_id: str, conn: Connection = Depends(get_db)) -> list[PricePoint]:
    37|    return crypto_price_history(conn, asset_id)
    38|
    39|
    40|@router.post("/crypto/actions/preview", response_model=PreviewResponse)
    41|def crypto_action_preview(request: CryptoActionPreviewRequest, conn: Connection = Depends(get_db)) -> PreviewResponse:
    42|    return preview_crypto_action(conn, request)
    43|
    44|
    45|@router.post("/crypto/actions/confirm", response_model=ConfirmResponse)
    46|def crypto_action_confirm(request: CryptoActionConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:
    47|    return confirm_crypto_action(conn, request)
    48|


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|import json
     5|from urllib.parse import urlparse
     6|from sqlite3 import Connection
     7|
     8|from fastapi import HTTPException
     9|
    10|from jarvis_finance.api.schemas.positions import ActionItem, CoinGeckoInfo, CryptoPosition, CryptoPositionDetail, PricePoint, WalletAllocation, WalletCoin, WalletDetail, WalletSummary
    11|from jarvis_finance.crypto.holdings import calculate_crypto_holdings
    12|from jarvis_finance.dashboard import data as dashboard_data
    13|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text, status_label
    14|
    15|
    16|
    17|def _safe_external_url(value: object) -> str | None:
    18|    if not isinstance(value, str) or not value.strip():
    19|        return None
    20|    parsed = urlparse(value.strip())
    21|    if parsed.scheme not in {"https", "http"} or not parsed.netloc:
    22|        return None
    23|    return value.strip()
    24|
    25|
    26|def _coingecko_info_from_cache(conn: Connection, asset_id: str) -> CoinGeckoInfo | None:
    27|    row = conn.execute("SELECT notes FROM crypto_assets WHERE asset_id=?", (asset_id,)).fetchone()
    28|    if not row or not row["notes"]:
    29|        return None
    30|    try:
    31|        payload = json.loads(row["notes"])
    32|    except (TypeError, json.JSONDecodeError):
    33|        return None
    34|    info = payload.get("coingecko") if isinstance(payload, dict) else None
    35|    if not isinstance(info, dict):
    36|        return None
    37|    return CoinGeckoInfo(
    38|        market_cap_rank=info.get("market_cap_rank"),
    39|        market_cap=str(info.get("market_cap")) if info.get("market_cap") is not None else None,
    40|        volume_24h=str(info.get("volume_24h")) if info.get("volume_24h") is not None else None,
    41|        change_24h_pct=str(info.get("change_24h_pct")) if info.get("change_24h_pct") is not None else None,
    42|        change_7d_pct=str(info.get("change_7d_pct")) if info.get("change_7d_pct") is not None else None,
    43|        homepage=_safe_external_url(info.get("homepage")),
    44|        image_url=_safe_external_url(info.get("image_url") or info.get("logo_url")),
    45|    )
    46|
    47|def _latest_crypto_price(conn: Connection, asset_id: str, currency: str = "CHF"):
    48|    return conn.execute(
    49|        """
    50|        SELECT price, quality_status, fetched_at, provider_timestamp
    51|        FROM crypto_prices
    52|        WHERE asset_id = ? AND price_currency = ?
    53|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC
    54|        LIMIT 1
    55|        """,
    56|        (asset_id, currency.upper()),
    57|    ).fetchone()
    58|
    59|
    60|def _portfolio_total(rows: list[dict[str, object]]) -> Decimal:
    61|    return sum((dashboard_data.d(row.get("_sort_value_chf")) for row in rows), Decimal("0"))
    62|
    63|
    64|def _coingecko_url(row: dict[str, object]) -> str | None:
    65|    coin_id = row.get("coingecko_id") or row.get("_coingecko_id")
    66|    if not coin_id:
    67|        return None
    68|    return f"https://www.coingecko.com/en/coins/{coin_id}"
    69|
    70|
    71|def list_crypto_positions(conn: Connection) -> list[CryptoPosition]:
    72|    rows = list(dashboard_data.get_crypto_coin_summary(conn, admin_mode=True))
    73|    total = _portfolio_total(rows)
    74|    positions: list[CryptoPosition] = []
    75|    for row in rows:
    76|        asset_id = str(row.get("asset_id") or row.get("_asset_id") or row.get("coin", ""))
    77|        price_row = conn.execute(
    78|            "SELECT price FROM crypto_prices WHERE asset_id = ? AND price_currency = 'CHF' ORDER BY fetched_at DESC LIMIT 1",
    79|            (asset_id,),
    80|        ).fetchone()
    81|        value = dashboard_data.d(row.get("_sort_value_chf"))
    82|        share = Decimal("0") if total == 0 else (value / total * Decimal("100"))
    83|        positions.append(
    84|            CryptoPosition(
    85|                asset_id=asset_id,
    86|                name=str(row.get("coin", "")),
    87|                symbol=str(row.get("symbol", "")),
    88|                quantity_total=decimal_text(row.get("gesamtmenge")),
    89|                price_chf=optional_decimal_text(row.get("price_chf") or row.get("_price_chf") or (price_row["price"] if price_row else None)),
    90|                market_value_chf=optional_decimal_text(value, 2),
    91|                portfolio_share_pct=decimal_text(share, 2),
    92|                wallet_count=int(row.get("wallets") or 0),
    93|                price_status=status_label(row.get("price_status") or row.get("status")),
    94|                last_price_update=row.get("last_price_update") or row.get("_last_price_update") or None,
    95|                coingecko_url=_coingecko_url(row),
    96|            )
    97|        )
    98|    return positions
    99|
   100|
   101|def get_crypto_position(conn: Connection, asset_id: str) -> CryptoPositionDetail:
   102|    position = next((p for p in list_crypto_positions(conn) if p.asset_id == asset_id), None)
   103|    if position is None:
   104|        raise HTTPException(status_code=404, detail="Crypto position not found")
   105|    allocations: list[WalletAllocation] = []
   106|    rows = conn.execute(
   107|        """
   108|        SELECT w.wallet_id, w.wallet_name, h.quantity
   109|        FROM crypto_holdings h
   110|        JOIN crypto_wallets w ON w.wallet_id = h.wallet_id
   111|        WHERE h.asset_id = ?
   112|        ORDER BY w.wallet_name
   113|        """,
   114|        (asset_id,),
   115|    ).fetchall()
   116|    latest_price = _latest_crypto_price(conn, asset_id)
   117|    price = dashboard_data.d(latest_price["price"] if latest_price else "0")
   118|    for row in rows:
   119|        quantity = dashboard_data.d(row["quantity"])
   120|        value = quantity * price
   121|        allocations.append(
   122|            WalletAllocation(
   123|                wallet_id=str(row["wallet_id"]),
   124|                wallet=str(row["wallet_name"]),
   125|                quantity=decimal_text(quantity),
   126|                market_value_chf=optional_decimal_text(value, 2),
   127|            )
   128|        )
   129|    price_history = [
   130|        PricePoint(date=str(r["price_date"] or ""), value=optional_decimal_text(r["price"]) or "0", currency="CHF")
   131|        for r in conn.execute(
   132|            "SELECT substr(fetched_at,1,10) AS price_date, price FROM crypto_prices WHERE asset_id = ? AND price_currency = 'CHF' ORDER BY fetched_at LIMIT 60",
   133|            (asset_id,),
   134|        ).fetchall()
   135|    ]
   136|    actions = [
   137|        ActionItem(label="Verlauf anzeigen", enabled=True),
   138|        ActionItem(label="Bestand korrigieren", enabled=True),
   139|        ActionItem(label="Bestand erhöhen", enabled=True),
   140|        ActionItem(label="Bestand reduzieren", enabled=True),
   141|        ActionItem(label="Auf 0 setzen", enabled=True),
   142|        ActionItem(label="Transfer", enabled=True),
   143|        ActionItem(label="Live-Modus später", enabled=False, reason="Optional vorbereitet; Default aus, kein Persistieren, kein Trading"),
   144|    ]
   145|    return CryptoPositionDetail(**position.model_dump(), wallet_allocations=allocations, coingecko_info=_coingecko_info_from_cache(conn, asset_id), available_actions=actions, price_history=price_history, read_only_note="Live-Modus optional vorbereitet; Preview/Confirm/Audit aktiv für manuelle Crypto-Bestandsaktionen inklusive Transfer; kein Trading.")
   146|
   147|
   148|def list_wallets(conn: Connection) -> list[WalletSummary]:
   149|    holdings = calculate_crypto_holdings(conn)
   150|    wallet_rows = conn.execute("SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets ORDER BY wallet_name").fetchall()
   151|    summaries: list[WalletSummary] = []
   152|    for row in wallet_rows:
   153|        wallet_id = str(row["wallet_id"])
   154|        wallet_holdings = [(asset_id, holding.quantity) for (wid, asset_id), holding in holdings.wallet_holdings.items() if wid == wallet_id and holding.quantity != 0]
   155|        value = Decimal("0")
   156|        statuses: list[str] = []
   157|        for asset_id, quantity in wallet_holdings:
   158|            price_row = _latest_crypto_price(conn, asset_id)
   159|            statuses.append(price_row["quality_status"] if price_row else "missing")
   160|            value += quantity * dashboard_data.d(price_row["price"] if price_row else "0")
   161|        status = "missing" if any(s == "missing" for s in statuses) else (statuses[0] if statuses else "unknown")
   162|        summaries.append(
   163|            WalletSummary(
   164|                wallet_id=wallet_id,
   165|                name=str(row["wallet_name"]),
   166|                wallet_type=str(row["wallet_type"]),
   167|                provider=str(row["wallet_type"] or ""),
   168|                coin_count=len(wallet_holdings),
   169|                market_value_chf=optional_decimal_text(value, 2),
   170|                status=status_label(status),
   171|            )
   172|        )
   173|    return summaries
   174|
   175|
   176|def get_wallet(conn: Connection, wallet_id: str) -> WalletDetail:
   177|    wallet = next((w for w in list_wallets(conn) if w.wallet_id == wallet_id), None)
   178|    if wallet is None:
   179|        raise HTTPException(status_code=404, detail="Wallet not found")
   180|    holdings = calculate_crypto_holdings(conn)
   181|    rows = conn.execute(
   182|        """
   183|        SELECT a.asset_id, a.coin_name, a.symbol
   184|        FROM crypto_holdings h
   185|        JOIN crypto_assets a ON a.asset_id = h.asset_id
   186|        WHERE h.wallet_id = ?
   187|        GROUP BY a.asset_id, a.coin_name, a.symbol
   188|        ORDER BY a.coin_name
   189|        """,
   190|        (wallet_id,),
   191|    ).fetchall()
   192|    coins: list[WalletCoin] = []
   193|    for row in rows:
   194|        asset_id = str(row["asset_id"])
   195|        quantity = holdings.wallet_holdings.get((wallet_id, asset_id))
   196|        quantity_dec = quantity.quantity if quantity else Decimal("0")
   197|        price_row = _latest_crypto_price(conn, asset_id)
   198|        value = quantity_dec * dashboard_data.d(price_row["price"] if price_row else "0")
   199|        coins.append(
   200|            WalletCoin(
   201|                asset_id=asset_id,
   202|                name=str(row["coin_name"]),
   203|                symbol=str(row["symbol"]),
   204|                quantity=decimal_text(quantity_dec),
   205|                market_value_chf=optional_decimal_text(value, 2),
   206|                status=status_label(price_row["quality_status"] if price_row else "missing"),
   207|            )
   208|        )
   209|    return WalletDetail(**wallet.model_dump(), coins=coins)
   210|


patch

--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_fastapi_user_dashboard_skeleton.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_fastapi_user_dashboard_skeleton.py
@@ -29,7 +29,7 @@

 def _seed_minimal_read_models(conn: Connection) -> None:
-    now = "2026-05-17T12:00:00Z"
+    now = "2099-05-17T12:00:00Z"
     conn.execute("INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES ('p1', 'Demo Bank', 'broker', 'CH', 'CHF', ?)", (now,))
     conn.execute("INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES ('a1', 'p1', 'Trading', 'brokerage', 'CHF', ?)", (now,))
     conn.execute("INSERT INTO instruments(instrument_id, asset_class, name, ticker, isin, currency, created_at) VALUES ('i1', 'stock', 'Demo Equity', 'DEMO', 'CH0000000000', 'CHF', ?)", (now,))

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_fastapi_user_dashboard_skeleton.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_fastapi_user_dashboard_skeleton.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_fastapi_user_dashboard_skeleton.py
@@ -139,7 +139,7 @@
         "portfolio_share_pct": "100.00",
         "wallet_count": 1,
         "price_status": "Aktuell",
-        "last_price_update": "2026-05-17T12:00:00Z",
+        "last_price_update": "2099-05-17T12:00:00Z",
         "coingecko_url": "https://www.coingecko.com/en/coins/bitcoin",
     }
     assert detail["asset_id"] == "btc"


terminal

Output:
........................................................................ [ 16%]
........................................................................ [ 33%]
........................................................................ [ 50%]
........................................................................ [ 67%]
........................................................................ [ 84%]
....................................................................     [100%]
428 passed in 45.94s


Backend vollständig grün: `428 passed`. Jetzt Frontend Full Test und Build.


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) 579ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 518ms
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/BudgetIncomePage.test.ts (5 tests) 779ms
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) 874ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  316ms
stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

 ✓ src/pages/MobileUx.test.ts (5 tests) 1383ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  763ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1527ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  567ms
     ✓ renders transactions workflow and confirms via API after preview summary  597ms
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>

 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 464ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 806ms
 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1402ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  784ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  413ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 493ms
     ✓ provides reusable shared PrimeVue UI building blocks  484ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 345ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3848ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  965ms
     ✓ shows review candidates without technical user-mode fields  726ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  867ms
     ✓ renders category analysis and links category drilldown to effective expenses  466ms
 ✓ src/api/client.test.ts (2 tests) 8ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 168ms
 ✓ src/pages/BudgetImportProductionV2.test.ts (2 tests) 1611ms
     ✓ shows source-aware review tabs and candidate type actions  1052ms
     ✓ marks a candidate as credit card payment through audited type action  558ms
 ✓ src/utils/formatters.test.ts (2 tests) 15ms
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) 176ms

 Test Files  17 passed (17)
      Tests  65 passed (65)
   Start at  14:55:21
   Duration  7.30s (transform 5.70s, setup 3.97s, import 8.67s, tests 15.00s, environment 17.45s)


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

src/pages/BudgetIncomePage.vue(131,7): error TS6133: 'actualIncomeTotal' is declared but its value is never read.


Frontend-Tests sind grün (`65 passed`); Build stoppt nur wegen ungenutztem `actualIncomeTotal` nach der neuen Geld-Eingang-Summenanzeige. Ich entferne den Alt-Computed.

patch

const actualIncomeTotal = computed(() => actualIncome.value.reduce((acc, tx) => acc + Number(tx.amount_chf || tx.amount_original || 0), 0))


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetIncomePage.vue
@@ -128,7 +128,6 @@
   { label: 'Plan-Ist-Abweichung', value: formatMoney(data.value?.deviation_year || '0') },
 ])
 const groupedIncome = computed(() => { const groups = new Map<string, BudgetTransaction[]>(); actualIncome.value.forEach((tx) => { const key = tx.transaction_date_group || String(tx.transaction_date || '').slice(0, 10) || 'ohne Datum'; groups.set(key, [...(groups.get(key) || []), tx]) }); return [...groups.entries()].map(([date, items]) => ({ date, items })) })
-const actualIncomeTotal = computed(() => actualIncome.value.reduce((acc, tx) => acc + Number(tx.amount_chf || tx.amount_original || 0), 0))
 function cadenceLabel(c: string) { return c === 'annual' ? 'jährlich' : c === 'one_time' ? 'einmalig' : c === 'irregular' ? 'unregelmässig' : 'monatlich' }
 async function loadActualIncome() { const params = new URLSearchParams({ transaction_type: 'income', status: 'confirmed', year: year.value }); for (const [k, v] of Object.entries(incomeFilters)) if (v) params.set(k, v); actualIncome.value = await getBudgetTransactions(`?${params.toString()}`) }
 async function load() { data.value = await getIncomeStatus(year.value); plans.value = await getIncomePlans(year.value); candidates.value = await getIncomeSeedCandidates(year.value); categories.value = await getBudgetCategories(); accounts.value = await getBudgetAccounts(); await loadActualIncome(); if (!form.category_id && incomeCategories.value.length) form.category_id = incomeCategories.value[0].category_id; if (!manualIncomeForm.category_id && incomeCategories.value.length) manualIncomeForm.category_id = incomeCategories.value[0].category_id; if (!manualIncomeForm.account_id && accounts.value.length) manualIncomeForm.account_id = accounts.value[0].budget_account_id }

No linter for .vue files


terminal

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-CNVfTtHf.css                   40.46 kB │ gzip:   9.38 kB
dist/assets/portfolio-m8osM1XA.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-39fsbk2R.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-BBaxjqAs.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-Cgh8WgUc.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-DBHRX0al.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-V9CX27g7.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-DAOUjqoY.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-QEQonMgi.js            1.20 kB │ gzip:   0.73 kB
dist/assets/SectionCard-DryvDmGT.js               1.24 kB │ gzip:   0.61 kB
dist/assets/toolbar-BN49Ym6c.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-DRRKIdst.js                   1.45 kB │ gzip:   0.80 kB
dist/assets/AllocationBars-BTUlkteZ.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-Dtx3clZh.js               1.83 kB │ gzip:   1.02 kB
dist/assets/LocalDataStatus-BGfZL2jv.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-9tT35ztb.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-w-qtojQj.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/PortfolioPage-DE3mgL3T.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CategoryAnalysisPage-BkXHZ52T.js      4.10 kB │ gzip:   1.79 kB
dist/assets/MonthlyComparisonPage-DDV5L0oj.js     4.39 kB │ gzip:   1.87 kB
dist/assets/budget-o1xpyDi7.js                    4.62 kB │ gzip:   1.30 kB
dist/assets/CommandCenter-1bRwVS5q.js             5.19 kB │ gzip:   2.18 kB
dist/assets/WalletsPage-D6nMs3CG.js               5.77 kB │ gzip:   2.44 kB
dist/assets/BudgetVsActualPage-q24-8Nwb.js        6.25 kB │ gzip:   2.32 kB
dist/assets/BudgetOverviewPage-B3f2JsSQ.js        6.85 kB │ gzip:   2.72 kB
dist/assets/BudgetStatusPage-CPU0HwQ-.js          6.98 kB │ gzip:   2.56 kB
dist/assets/BudgetSetupPage-DjFCUULp.js           8.66 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-Rt6GjGQL.js           9.00 kB │ gzip:   2.75 kB
dist/assets/BudgetCategoriesPage-D_Wqiplq.js     10.84 kB │ gzip:   3.50 kB
dist/assets/message-BYPyS-0h.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/CryptoPage-CZUsiOHH.js               17.46 kB │ gzip:   5.39 kB
dist/assets/BudgetTransactionsPage-dexOc6sa.js   19.28 kB │ gzip:   6.18 kB
dist/assets/EquityPage-Z4lQB8si.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-CFH2Nbok.js          20.98 kB │ gzip:   5.89 kB
dist/assets/BudgetIncomePage--vezBfaD.js         29.51 kB │ gzip:   7.51 kB
dist/assets/BudgetImportReviewPage-DFUZDC74.js   36.17 kB │ gzip:  10.54 kB
dist/assets/tag-BExTHot2.js                      86.43 kB │ gzip:  20.47 kB
dist/assets/datatable-CHU1L0W_.js               305.76 kB │ gzip:  63.58 kB
dist/assets/index-BMeRMnM2.js                   618.05 kB │ gzip: 173.34 kB

[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.
✓ built in 1.38s


Frontend Build ist grün. Ich führe jetzt Secret-Scans, Git-Safety und Diff-Checks aus.

Explanation:
**Assessing git setup**

I need to consider secret scans and ensure git safety. Should I restart the dashboard after running `npm ci`, and then check if the build created the dist folder? I might have to remove the dist folder later before the commit, but it’s likely that the build dist is ignored. I should also check the current status in git and maybe run a `git diff` check now.

set -e
python - <<'PY'
from pathlib import Path
import subprocess, re
changed=subprocess.check_output(['git','diff','--name-only'], text=True).splitlines()
patterns=[re.compile(r'ghp_[A-Za-z0-9_]{20,}'), re.compile(r'github_pat_[A-Za-z0-9_]{20,}'), re.compile(r'AKIA[0-9A-Z]{16}'), re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[=:]\s*["\'][^"\']{8,}["\']')]
findings=[]
for rel in changed:
    p=Path(rel)
    if not p.exists() or p.is_dir() or p.suffix.lower() in {'.sqlite3','.db','.csv','.png','.jpg','.jpeg','.woff','.woff2','.ttf','.eot','.svg'}:
        continue
    text=p.read_text(errors='ignore')
    for i,line in enumerate(text.splitlines(),1):
        if any(pat.search(line) for pat in patterns):
            findings.append((rel,i))
print({'changed_source_secret_scan_findings': len(findings), 'changed_files_scanned': len(changed)})
if findings:
    print(findings[:20]); raise SystemExit(1)
PY
if [ -d frontend/dist ]; then python - <<'PY'
from pathlib import Path
import re
patterns=[re.compile(r'ghp_[A-Za-z0-9_]{20,}'), re.compile(r'github_pat_[A-Za-z0-9_]{20,}'), re.compile(r'AKIA[0-9A-Z]{16}'), re.compile(r'(?i)(api[_-]?key|secret|token|password)\s*[=:]\s*["\'][^"\']{8,}["\']')]
findings=[]
for p in Path('frontend/dist').rglob('*'):
    if p.is_file():
        text=p.read_text(errors='ignore')
        if any(pat.search(text) for pat in patterns): findings.append(str(p))
print({'frontend_build_secret_scan_findings': len(findings)})
if findings:
    print(findings[:20]); raise SystemExit(1)
PY
fi
git diff --check
python - <<'PY'
from jarvis_finance.quality.git_safety import scan_path
findings=scan_path('.')
print({'git_safety_findings': len(findings)})
if findings:
    for f in findings[:80]: print(f)
    raise SystemExit(1)
PY
git status --short --branch