Ich setze nach der Kompression fort: Implementierung und Full Tests sind bereits durch, Build-Secret-Scan war sauber und `dist` wurde wieder entfernt. Ich aktualisiere den Task-Status und mache jetzt finalen Git-Safety/diff-check, Restart, Browser-/Mobile-Sanity, Commit und Push.

Explanation:
**Updating tasks and tools**

I need to continue using tools to update the statuses of my tasks. It's essential for me to know the current state from earlier. I should probably restart the browser and commit my updates. It might also be a good idea to check my task list for any stale items and mark those as completed. I’ll run a git status check as a final safety step before restarting and proceeding. Let's keep things on track!

todo

Preflight: Branch, Git-Status, relevante Budget-Routen/UI/API/Tests inventarisieren

RED-Tests für Effektive-Ausgaben-Route/Navigation, Transferlogik, Geldfluss-Spalten, Help UX schreiben und erwartete Failures prüfen

Bugfix Effektive Ausgaben Route/Links/API/Empty State implementieren

Transfer-/Haushalt-/True-Wealth-Cash-Modell fachlich in UI/API/Review erklären; Konto nur Preview/Confirm/Audit vorbereiten, keine stillen Mutationen

Geldfluss-Spalten für Ausgaben/Einnahmen/Transfers und Transfer-Review verbessern

Zentrale Help-Texte + PageHelpButton/Dialog auf User-Seiten integrieren

Gezielte Tests grün machen; danach Full compile/pytest/npm test/build/scans/Git-Safety/diff-check

Dashboard neu starten, Browser-/Mobile-Sanity durchführen, Commit & Push, Abschlussbericht


import pathlib, re, sys
root=pathlib.Path('/home/agent/.hermes/repos/FinanceManager')
secret_res=[re.compile(r'github_pat_[A-Za-z0-9_]{30,}'),re.compile(r'ghp_[A-Za-z0-9]{30,}'),re.compile(r'OPENFIGI_API_KEY\s*=\s*(?!\*+|REDACTED|your_|$)[A-Za-z0-9_\-]{8,}',re.I),re.compile(r'(?<![A-Za-z])sk-[A-Za-z0-9]{32,}')]
bad=[]
for p in root.rglob('*'):
    if not p.is_file(): continue
    rel=p.relative_to(root).as_posix()
    if rel.startswith(('.git/','frontend/node_modules/','frontend/dist/','.pytest_cache/')): continue
    if p.suffix.lower() in {'.png','.jpg','.jpeg','.gif','.woff','.woff2','.ttf','.eot','.svg','.sqlite','.sqlite3','.db','.pdf','.xls','.xlsx','.csv'}: continue
    s=p.read_text(errors='ignore')
    if any(rx.search(s) for rx in secret_res): bad.append(rel)
print('SOURCE_SECRET_SCAN_OK' if not bad else 'SOURCE_SECRET_SCAN_FAIL '+str(bad[:20]))
if bad: sys.exit(1)
bad=[]
for p in root.rglob('*'):
    if not p.is_file(): continue
    rel=p.relative_to(root).as_posix()
    if rel.startswith(('.git/','frontend/node_modules/','tests/fixtures/','examples/synthetic/')): continue
    if p.suffix.lower() in {'.sqlite','.sqlite3','.db','.xls','.xlsx','.pdf','.csv'} or rel.startswith(('data/','reports/','exports/','backups/')):
        bad.append(rel)
print('GIT_SAFETY_OK' if not bad else 'GIT_SAFETY_FAIL '+str(bad[:50]))
if bad: sys.exit(1)


terminal

Output:
M frontend/src/api/budget.ts
 M frontend/src/components/AppLayout.vue
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/BudgetImportReviewPage.vue
 M frontend/src/pages/BudgetIncomePage.vue
 M frontend/src/pages/BudgetTransactionsPage.vue
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_transactions.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_budget_phase16_user_rules.py
 M tests/unit/test_schema.py
?? frontend/src/components/PageHelpButton.vue
?? frontend/src/help/
?? frontend/src/pages/BudgetTransfersPage.vue
?? frontend/src/pages/BudgetWorkflowHelpUx.test.ts
?? tests/unit/test_budget_workflow_help_ux.py


Output:
SOURCE_SECRET_SCAN_OK
GIT_SAFETY_OK


Finale Scans und `git diff --check` sind sauber. Ich starte jetzt Backend/Frontend aus dem aktuellen Branch neu und mache API-/Browser-Sanity.


set -euo pipefail
# stop existing finance dashboard processes on ports 8000/5173 if any
for port in 8000 5173; do
  pids=$(fuser -n tcp "$port" 2>/dev/null || true)
  if [ -n "$pids" ]; then kill $pids 2>/dev/null || true; fi
done
sleep 1
mkdir -p /tmp/finance-dashboard-logs
: > /tmp/finance-dashboard-logs/backend.log
: > /tmp/finance-dashboard-logs/frontend.log
printf 'ports_cleaned\n'


source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
unset JARVIS_FINANCE_DB_PATH
PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000


Output: Background process started


npm run dev -- --host 0.0.0.0 --port 5173


Output: Background process started


Explanation:
**Checking logs for issues**

I need to check the logs because there might have been a backend failure resulting in no output. It’s possible that the process is still running, but I want to confirm that by performing a health check using curl. I should ensure everything is functioning correctly, as it’s essential for the user to get a response! Let’s see if I can diagnose the situation more clearly and find out what’s going on.

curl -fsS http://127.0.0.1:8000/api/health && printf '\n' && curl -fsS -o /dev/null -w 'frontend=%{http_code}\n' http://127.0.0.1:5173/ && curl -fsS -o /dev/null -w 'tailscale=%{http_code}\n' http://100.85.29.67:5173/


Output:
{"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}
frontend=200
tailscale=200


Healthchecks sind grün. Ich prüfe jetzt die geforderten Routen inklusive Effektive Ausgaben und neue Transfers-Route per HTTP, danach Browser-UAT mit JS-Console.

python - <<'PY'
import urllib.request
routes=['/','/planning/budget/expenses/actual','/planning/budget/expenses/review','/planning/budget/transfers','/planning/budget/income','/planning/budget/analysis/data-explorer','/planning/budget/analysis/categories','/planning/budget/analysis/monthly','/planning/budget/analysis/budget-vs-actual','/planning/budget/rules','/crypto','/portfolio','/equity','/wallets','/reports']
for r in routes:
    url='http://127.0.0.1:5173'+r
    try:
        code=urllib.request.urlopen(url,timeout=5).getcode()
    except Exception as e:
        print(r, 'ERR', e)
        raise
    print(r, code)
PY
python - <<'PY'
import urllib.request
apis=['/api/health','/api/budget/transactions?transaction_type=expense&status=confirmed&year=2026','/api/budget/transfers?year=2026','/api/budget/transaction-candidates?tab=transfers&budget_year=2026']
for r in apis:
    url='http://127.0.0.1:8000'+r
    code=urllib.request.urlopen(url,timeout=10).getcode()
    print(r, code)
PY


Output:
/ 200
/planning/budget/expenses/actual 200
/planning/budget/expenses/review 200
/planning/budget/transfers 200
/planning/budget/income 200
/planning/budget/analysis/data-explorer 200
/planning/budget/analysis/categories 200
/planning/budget/analysis/monthly 200
/planning/budget/analysis/budget-vs-actual 200
/planning/budget/rules 200
/crypto 200
/portfolio 200
/equity 200
/wallets 200
/reports 200
/api/health 200
/api/budget/transactions?transaction_type=expense&status=confirmed&year=2026 200
/api/budget/transfers?year=2026 200
/api/budget/transaction-candidates?tab=transfers&budget_year=2026 200


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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Effektive Ausgaben" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "AUSGABEN · BESTÄTIGTE BUDGET-TRANSAKTIONEN"
      - heading "Effektive Ausgaben" [level=1, ref=e27]
      - paragraph
        - StaticText "Professionelle Transaktionsliste mit Geldfluss: von Konto/Quelle zu Händler/Empfänger. Transfers, Kreditkartenausgleich und Investment-Transfers sind ausgeschlossen."
      - StaticText "Arbeitsmodus: Änderungen erst nach Bestätigung, Beträge via Adjustment/Reversal"
      - button "Ausgabe erfassen" [ref=e28]
        - StaticText ""
        - StaticText "Ausgabe erfassen"
    - paragraph
      - StaticText "AUSGABEN AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 2’794.62"
    - paragraph
      - StaticText "AUSGABEN JAHR BISHER"
    - paragraph
      - StaticText "CHF 9’309.64"
    - paragraph
      - StaticText "ANZAHL BUCHUNGEN"
    - paragraph
      - StaticText "54"
    - paragraph
      - StaticText "TOP KATEGORIE"
    - paragraph
      - StaticText "Essen & Haushalt"
    - toolbar
      - generic [ref=e29] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e38]
      - textbox "YYYY-MM" [ref=e30]
      - Date
        - generic
          - spinbutton "Tag" [ref=e50]: 0
            - StaticText "tt"
          - StaticText "."
          - spinbutton "Monat" [ref=e51]: 0
            - StaticText "mm"
          - StaticText "."
          - spinbutton "Jahr" [ref=e52]: 0
            - StaticText "jjjj"
        - button "Datumsauswahl anzeigen" [ref=e39]
      - Date
        - generic
          - spinbutton "Tag" [ref=e53]: 0
            - StaticText "tt"
          - StaticText "."
          - spinbutton "Monat" [ref=e54]: 0
            - StaticText "mm"
          - StaticText "."
          - spinbutton "Jahr" [ref=e55]: 0
            - StaticText "jjjj"
        - button "Datumsauswahl anzeigen" [ref=e40]
      - generic [ref=e31] clickable [cursor:pointer]
        - combobox "Alle Konten" [expanded=false, ref=e41]
      - generic [ref=e32] clickable [cursor:pointer]
        - combobox "Alle Kategorien" [expanded=false, ref=e42]
      - textbox "Händler" [ref=e33]
      - textbox "Tag" [ref=e34]
      - button "Vorheriger Monat" [ref=e35]
        - StaticText "Vorheriger Monat"
      - button "Aktueller Monat" [ref=e36]
        - StaticText "Aktueller Monat"
      - button "Nächster Monat" [ref=e37]
        - StaticText "Nächster Monat"
    - generic
      - table
        - rowgroup
          - row
            - columnheader "GRUPPE" [ref=e56]
            - columnheader "DATUM" [ref=e57] clickable [cursor:pointer, tabindex]
            - columnheader "VON KONTO / QUELLE" [ref=e58]
            - columnheader "HÄNDLER / EMPFÄNGER" [ref=e59]
            - columnheader "KATEGORIE" [ref=e60]
            - columnheader "TAGS" [ref=e61]
            - columnheader "BETRAG" [ref=e62] clickable [cursor:pointer, tabindex]
            - columnheader "WÄHRUNG" [ref=e63]
            - columnheader "HERKUNFT" [ref=e64]
            - columnheader "STATUS" [ref=e65]
        - rowgroup
          - row
            - cell "2026-05-13" [ref=e66]
            - cell "2026-05-13" [ref=e67]
            - cell "Haushalt 2026" [ref=e68]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e69]
              - button "MMM Brugg Neumarkt" [ref=e316]
            - cell "Essen & Haushalt" [ref=e70]
            - cell "—" [ref=e71]
            - cell "CHF 27.90" [ref=e72]
            - cell "CHF" [ref=e73]
            - cell "Import Review" [ref=e74]
            - cell "confirmed" [ref=e75]
          - row
            - cell "2026-05-12" [ref=e76]
            - cell "2026-05-12" [ref=e77]
            - cell "Haushalt 2026" [ref=e78]
            - cell "M Windisch Migros Bon M Windisch" [ref=e79]
              - button "M Windisch" [ref=e317]
            - cell "Essen & Haushalt" [ref=e80]
            - cell "—" [ref=e81]
            - cell "CHF 218.73" [ref=e82]
            - cell "CHF" [ref=e83]
            - cell "Import Review" [ref=e84]
            - cell "confirmed" [ref=e85]
          - row
            - cell "2026-05-06" [ref=e86]
            - cell "2026-05-06" [ref=e87]
            - cell "Haushalt 2026" [ref=e88]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e89]
              - button "MMM Brugg Neumarkt" [ref=e318]
            - cell "Essen & Haushalt" [ref=e90]
            - cell "—" [ref=e91]
            - cell "CHF 341.89" [ref=e92]
            - cell "CHF" [ref=e93]
            - cell "Import Review" [ref=e94]
            - cell "confirmed" [ref=e95]
          - row
            - cell "2026-05-04" [ref=e96]
            - cell "2026-05-04" [ref=e97]
            - cell "Haushalt 2026" [ref=e98]
            - cell "M Windisch Migros Bon M Windisch" [ref=e99]
              - button "M Windisch" [ref=e319]
            - cell "Essen & Haushalt" [ref=e100]
            - cell "—" [ref=e101]
            - cell "CHF 146.55" [ref=e102]
            - cell "CHF" [ref=e103]
            - cell "Import Review" [ref=e104]
            - cell "confirmed" [ref=e105]
          - row
            - cell "2026-04-29" [ref=e106]
            - cell "2026-04-29" [ref=e107]
            - cell "Haushalt 2026" [ref=e108]
            - cell "M Windisch Migros Bon M Windisch" [ref=e109]
              - button "M Windisch" [ref=e320]
            - cell "Essen & Haushalt" [ref=e110]
            - cell "—" [ref=e111]
            - cell "CHF 270.01" [ref=e112]
            - cell "CHF" [ref=e113]
            - cell "Import Review" [ref=e114]
            - cell "confirmed" [ref=e115]
          - row
            - cell "2026-04-24" [ref=e116]
            - cell "2026-04-24" [ref=e117]
            - cell "Haushalt 2026" [ref=e118]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e119]
              - button "MMM Brugg Neumarkt" [ref=e321]
            - cell "Essen & Haushalt" [ref=e120]
            - cell "—" [ref=e121]
            - cell "CHF 65.85" [ref=e122]
            - cell "CHF" [ref=e123]
            - cell "Import Review" [ref=e124]
            - cell "confirmed" [ref=e125]
          - row
            - cell "2026-04-23" [ref=e126]
            - cell "2026-04-23" [ref=e127]
            - cell "Haushalt 2026" [ref=e128]

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


- 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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Effektive Ausgaben" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "AUSGABEN · BESTÄTIGTE BUDGET-TRANSAKTIONEN"
      - heading "Effektive Ausgaben" [level=1, ref=e33]
      - paragraph
        - StaticText "Professionelle Transaktionsliste mit Geldfluss: von Konto/Quelle zu Händler/Empfänger. Transfers, Kreditkartenausgleich und Investment-Transfers sind ausgeschlossen."
      - StaticText "Arbeitsmodus: Änderungen erst nach Bestätigung, Beträge via Adjustment/Reversal"
      - button "Ausgabe erfassen" [ref=e34]
        - StaticText ""
        - StaticText "Ausgabe erfassen"
    - paragraph
      - StaticText "AUSGABEN AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 2’794.62"
    - paragraph
      - StaticText "AUSGABEN JAHR BISHER"
    - paragraph
      - StaticText "CHF 9’309.64"
    - paragraph
      - StaticText "ANZAHL BUCHUNGEN"
    - paragraph
      - StaticText "54"
    - paragraph
      - StaticText "TOP KATEGORIE"
    - paragraph
      - StaticText "Essen & Haushalt"
    - toolbar
      - generic [ref=e35] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e44]
      - textbox "YYYY-MM" [ref=e36]
      - Date
        - generic
          - spinbutton "Tag" [ref=e56]: 0
            - StaticText "tt"
          - StaticText "."
          - spinbutton "Monat" [ref=e57]: 0
            - StaticText "mm"
          - StaticText "."
          - spinbutton "Jahr" [ref=e58]: 0
            - StaticText "jjjj"
        - button "Datumsauswahl anzeigen" [ref=e45]
      - Date
        - generic
          - spinbutton "Tag" [ref=e59]: 0
            - StaticText "tt"
          - StaticText "."
          - spinbutton "Monat" [ref=e60]: 0
            - StaticText "mm"
          - StaticText "."
          - spinbutton "Jahr" [ref=e61]: 0
            - StaticText "jjjj"
        - button "Datumsauswahl anzeigen" [ref=e46]
      - generic [ref=e37] clickable [cursor:pointer]
        - combobox "Alle Konten" [expanded=false, ref=e47]
      - generic [ref=e38] clickable [cursor:pointer]
        - combobox "Alle Kategorien" [expanded=false, ref=e48]
      - textbox "Händler" [ref=e39]
      - textbox "Tag" [ref=e40]
      - button "Vorheriger Monat" [ref=e41]
        - StaticText "Vorheriger Monat"
      - button "Aktueller Monat" [ref=e42]
        - StaticText "Aktueller Monat"
      - button "Nächster Monat" [ref=e43]
        - StaticText "Nächster Monat"
    - generic
      - table
        - rowgroup
          - row
            - columnheader "GRUPPE" [ref=e62]
            - columnheader "DATUM" [ref=e63] clickable [cursor:pointer, tabindex]
            - columnheader "VON KONTO / QUELLE" [ref=e64]
            - columnheader "HÄNDLER / EMPFÄNGER" [ref=e65]
            - columnheader "KATEGORIE" [ref=e66]
            - columnheader "TAGS" [ref=e67]
            - columnheader "BETRAG" [ref=e68] clickable [cursor:pointer, tabindex]
            - columnheader "WÄHRUNG" [ref=e69]
            - columnheader "HERKUNFT" [ref=e70]
            - columnheader "STATUS" [ref=e71]
        - rowgroup
          - row
            - cell "2026-05-13" [ref=e72]
            - cell "2026-05-13" [ref=e73]
            - cell "Haushalt 2026" [ref=e74]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e75]
              - button "MMM Brugg Neumarkt" [ref=e322]
            - cell "Essen & Haushalt" [ref=e76]
            - cell "—" [ref=e77]
            - cell "CHF 27.90" [ref=e78]
            - cell "CHF" [ref=e79]
            - cell "Import Review" [ref=e80]
            - cell "confirmed" [ref=e81]
          - row
            - cell "2026-05-12" [ref=e82]
            - cell "2026-05-12" [ref=e83]
            - cell "Haushalt 2026" [ref=e84]
            - cell "M Windisch Migros Bon M Windisch" [ref=e85]
              - button "M Windisch" [ref=e323]
            - cell "Essen & Haushalt" [ref=e86]
            - cell "—" [ref=e87]
            - cell "CHF 218.73" [ref=e88]
            - cell "CHF" [ref=e89]
            - cell "Import Review" [ref=e90]
            - cell "confirmed" [ref=e91]
          - row
            - cell "2026-05-06" [ref=e92]
            - cell "2026-05-06" [ref=e93]
            - cell "Haushalt 2026" [ref=e94]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e95]
              - button "MMM Brugg Neumarkt" [ref=e324]
            - cell "Essen & Haushalt" [ref=e96]
            - cell "—" [ref=e97]
            - cell "CHF 341.89" [ref=e98]
            - cell "CHF" [ref=e99]
            - cell "Import Review" [ref=e100]
            - cell "confirmed" [ref=e101]
          - row
            - cell "2026-05-04" [ref=e102]
            - cell "2026-05-04" [ref=e103]
            - cell "Haushalt 2026" [ref=e104]
            - cell "M Windisch Migros Bon M Windisch" [ref=e105]
              - button "M Windisch" [ref=e325]
            - cell "Essen & Haushalt" [ref=e106]
            - cell "—" [ref=e107]
            - cell "CHF 146.55" [ref=e108]
            - cell "CHF" [ref=e109]
            - cell "Import Review" [ref=e110]
            - cell "confirmed" [ref=e111]
          - row
            - cell "2026-04-29" [ref=e112]
            - cell "2026-04-29" [ref=e113]
            - cell "Haushalt 2026" [ref=e114]
            - cell "M Windisch Migros Bon M Windisch" [ref=e115]
              - button "M Windisch" [ref=e326]
            - cell "Essen & Haushalt" [ref=e116]
            - cell "—" [ref=e117]
            - cell "CHF 270.01" [ref=e118]
            - cell "CHF" [ref=e119]
            - cell "Import Review" [ref=e120]
            - cell "confirmed" [ref=e121]
          - row
            - cell "2026-04-24" [ref=e122]
            - cell "2026-04-24" [ref=e123]
            - cell "Haushalt 2026" [ref=e124]
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e125]
              - button "MMM Brugg Neumarkt" [ref=e327]
            - cell "Essen & Haushalt" [ref=e126]
            - cell "—" [ref=e127]
            - cell "CHF 65.85" [ref=e128]
            - cell "CHF" [ref=e129]
            - cell "Import Review" [ref=e130]
            - cell "confirmed" [ref=e131]
          - row
            - cell "2026-04-23" [ref=e132]
            - cell "2026-04-23" [ref=e133]
            - cell "Haushalt 2026" [ref=e134]

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


Explanation:
**Troubleshooting dialog issues**

I’m thinking the click didn’t show the dialog, possibly because it wasn’t included in the snapshot due to truncation. I should look up the search console for further details. Maybe the click failed because the dialog wasn’t visible? I really need to navigate and review the transfers involving income, but I have to use the browser without JavaScript. I’ll use browser_navigate and the console to dig deeper into this issue.


{"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.]


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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Buchungen prüfen" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "AUSGABEN · BUCHUNGEN PRÜFEN"
      - heading "Buchungen prüfen" [level=1, ref=e27]
      - paragraph
        - StaticText "Import-Kandidaten mit Quellentabs, Transferlogik und auditierbaren Aktionen. Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben."
    - paragraph
      - StaticText "OFFEN TOTAL"
    - paragraph
      - StaticText "766"
    - paragraph
      - StaticText "AUTO"
    - paragraph
      - StaticText "188"
    - paragraph
      - StaticText "REVIEW NÖTIG"
    - paragraph
      - StaticText "578"
    - paragraph
      - StaticText "GALAXUS"
    - paragraph
      - StaticText "34"
    - paragraph
      - StaticText "MIGROS"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "UNKLAR"
    - paragraph
      - StaticText "159"
    - paragraph
      - StaticText "DUPLIKATE"
    - paragraph
      - StaticText "49"
    - generic
      - tablist
        - tab "Alle neuen" [selected, ref=e55]
        - tab "VISA" [ref=e56]
        - tab "Migros" [ref=e57]
        - tab "Raiffeisen" [ref=e58]
        - tab "AKB" [ref=e59]
        - tab "Geld Eingang" [ref=e60]
        - tab "Einkommen erkannt" [ref=e61]
        - tab "Mögliche Einkommen" [ref=e62]
        - tab "Interne Transfers" [ref=e63]
        - tab "Nicht Einkommen / Transfer" [ref=e64]
        - tab "Kreditkartenausgleich" [ref=e65]
        - tab "True Wealth / Investment Transfers" [ref=e66]
        - tab "Duplikate" [ref=e67]
        - tab "Review nötig" [ref=e68]
        - tab "Ignoriert / bereits verarbeitet" [ref=e69]
      - button "Next" [ref=e28]
    - toolbar
      - generic [ref=e29] clickable [cursor:pointer]
        - combobox "Confirm-Konto" [expanded=false, ref=e42]
      - generic [ref=e30] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e43]
      - generic [ref=e31] clickable [cursor:pointer]
        - combobox "Status" [expanded=false, ref=e44]
      - generic [ref=e32] clickable [cursor:pointer]
        - combobox "Bulk-Kategorie" [expanded=false, ref=e45]
      - textbox "Händler" [ref=e33]
      - textbox "Quelle" [ref=e34]
      - button "Filtern" [ref=e35]
        - StaticText ""
        - StaticText "Filtern"
      - button "Bankeingänge neu klassifizieren" [ref=e36]
        - StaticText ""
        - StaticText "Bankeingänge neu klassifizieren"
    - toolbar
      - StaticText "Ausgewählt: 0"
      - button "Auswahl Kategorie zuweisen" [disabled, ref=e37]
        - StaticText "Auswahl Kategorie zuweisen"
      - button "Batch Confirm Preview" [disabled, ref=e38]
        - StaticText "Batch Confirm Preview"
      - button "Ignorieren" [disabled, ref=e39]
        - StaticText "Ignorieren"
      - button "Wieder öffnen" [disabled, ref=e40]
        - StaticText "Wieder öffnen"
      - button "Transfer" [disabled, ref=e41]
        - StaticText "Transfer"
    - generic
      - table
        - rowgroup
          - row
            - columnheader
              - checkbox [checked=false, ref=e330]
            - columnheader "DATUM" [ref=e70] clickable [cursor:pointer, tabindex]
              - StaticText "DATUM"
            - columnheader "QUELLE" [ref=e71]
              - StaticText "QUELLE"
            - columnheader "HÄNDLER/BESCHREIBUNG" [ref=e72]
              - StaticText "HÄNDLER/BESCHREIBUNG"
            - columnheader "BETRAG" [ref=e73]
              - StaticText "BETRAG"
            - columnheader "KATEGORIE" [ref=e74]
              - StaticText "KATEGORIE"
            - columnheader "TYP" [ref=e75]
              - StaticText "TYP"
            - columnheader "CONFIDENCE" [ref=e76]
              - StaticText "CONFIDENCE"
            - columnheader "GRUND / GELDFLUSS" [ref=e77]
              - StaticText "GRUND / GELDFLUSS"
            - columnheader "STATUS" [ref=e78]
              - StaticText "STATUS"
            - columnheader "AKTIONEN" [ref=e79]
              - StaticText "AKTIONEN"
        - rowgroup
          - row
            - cell
              - checkbox [checked=false, ref=e331]
            - cell "2026-05-13" [ref=e80]
            - cell "migros_receipts 2026 Migros Einkäufe.csv" [ref=e81]
              - StaticText "migros_receipts"
              - StaticText "2026 Migros Einkäufe.csv"
            - cell "MMM Brugg Neumarkt Migros Bon MMM Brugg Neumarkt" [ref=e82]
              - strong
              - StaticText "Migros Bon MMM Brugg Neumarkt"
            - cell "27.90 CHF" [ref=e83]
            - cell "Essen & Haushalt + Kategorie" [ref=e84]
              - generic [ref=e332] clickable [cursor:pointer]
                - combobox "Essen & Haushalt" [expanded=false, ref=e581]
              - button "+ Kategorie" [ref=e333]
            - cell "expense produktive Buchung erst nach Confirm" [ref=e85]
              - StaticText "expense"
              - StaticText "produktive Buchung erst nach Confirm"
            - cell "0.90" [ref=e86]
              - StaticText "0.90"
            - cell "Migros Bon = Essen & Haushalt duplicate_detection_v1 Von Konto: migros_receipts · Zu Konto: — Gegenbuchung gefunden: nein/noch nicht verknüpft" [ref=e87]
              - StaticText "Migros Bon = Essen & Haushalt"
              - StaticText "duplicate_detection_v1"
              - StaticText "Von Konto: migros_receipts · Zu Konto: —"
              - StaticText "Gegenbuchung gefunden: nein/noch nicht verknüpft"
            - cell "Mögliches Duplikat" [ref=e88]
              - StaticText "Mögliches Duplikat"
            - cell "Trotzdem bestätigen Ignorieren Transfer Investment Transfer Kreditkartenausgleich Splitten Details" [ref=e89]
              - button "Trotzdem bestätigen" [ref=e334]
              - button "Ignorieren" [ref=e335]
              - button "Transfer" [ref=e336]
              - button "Investment Transfer" [ref=e337]
              - button "Kreditkartenausgleich" [ref=e338]
              - button "Splitten" [ref=e339]
              - button "Details" [ref=e340]
          - row
            - cell
              - checkbox [checked=false, ref=e341]
            - cell "2026-05-12" [ref=e90]
            - cell "migros_receipts 2026 Migros Einkäufe.csv" [ref=e91]
              - StaticText "migros_receipts"
              - StaticText "2026 Migros Einkäufe.csv"

[... 837 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=3; browser_console returned the same result 3 times. Use the result already provided or change the query instead of repeating it unchanged.]


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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Transfers" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "TRANSAKTIONEN · TRANSFERS"
      - heading "Transfers" [level=1, ref=e27]
      - paragraph
        - StaticText "Transfers verschieben Geld innerhalb des Haushalts oder zu Investment-Cash. Sie zählen nicht als Einnahmen und nicht als Konsumausgaben."
    - alert
      - StaticText "Haushalt 2026 ist die aggregierte Budget-Sicht. Raiffeisen, AKB, VISA, Migros, Manuell und True Wealth Cash bleiben als Quellen/Konten getrennt filterbar."
    - toolbar
      - generic [ref=e28] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e31]
      - generic [ref=e29] clickable [cursor:pointer]
        - combobox "Alle Konten" [expanded=false, ref=e32]
      - generic [ref=e30] clickable [cursor:pointer]
        - combobox "Alle Typen" [expanded=false, ref=e33]
    - generic
      - table
        - rowgroup
          - row
            - columnheader "DATUM" [ref=e39] clickable [cursor:pointer, tabindex]
            - columnheader "VON KONTO" [ref=e40]
            - columnheader "ZU KONTO" [ref=e41]
            - columnheader "GEGENPARTEI/BESCHREIBUNG" [ref=e42]
            - columnheader "BETRAG" [ref=e43]
            - columnheader "WÄHRUNG" [ref=e44]
            - columnheader "TYP" [ref=e45]
            - columnheader "STATUS" [ref=e46]
            - columnheader "AUDIT/VERLAUF" [ref=e47]
        - rowgroup
          - row
            - cell "2026-01-15" [ref=e48]
            - cell "UAT12-20260516231955 Konto A" [ref=e49]
            - cell "UAT12-20260516231955 Konto B" [ref=e50]
            - cell "UAT12-20260516231955 Transfer" [ref=e51]
            - cell "CHF 1.25" [ref=e52]
            - cell "CHF" [ref=e53]
            - cell "interner Transfer" [ref=e54]
            - cell "archived" [ref=e55]
            - cell "Audit vorhanden · Details später" [ref=e56]
      - navigation
        - button "First Page" [disabled, ref=e34]
        - button "Previous Page" [disabled, ref=e35]
        - button "Page 1" [ref=e36]
        - button "Next Page" [disabled, ref=e37]
        - button "Last Page" [disabled, ref=e38]


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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Einkünfte" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "BUDGET · EINKÜNFTE"
      - heading "Einkünfte planen" [level=1, ref=e27]
      - paragraph
        - StaticText "Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit."
      - combobox [expanded=false, ref=e28]: Budgetjahr 2026
        - MenuListPopup
          - option "Budgetjahr 2026" [selected, ref=e51]
          - option "Referenzjahr 2025" [ref=e52]
    - paragraph
      - StaticText "GEPLANT MONAT"
    - paragraph
      - StaticText "CHF 11’047.00"
    - paragraph
      - StaticText "laufende Monatswerte"
    - paragraph
      - StaticText "GEPLANT JAHR"
    - paragraph
      - StaticText "CHF 132’564.00"
    - paragraph
      - StaticText "MONATSDURCHSCHNITT"
    - paragraph
      - StaticText "CHF 11’047.00"
    - paragraph
      - StaticText "inkl. Jahres-/Einmalzahlungen"
    - paragraph
      - StaticText "IST AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 10’334.75"
    - paragraph
      - StaticText "IST JAHR BISHER"
    - paragraph
      - StaticText "CHF 52’043.90"
    - paragraph
      - StaticText "PLAN-IST-ABWEICHUNG"
    - paragraph
      - StaticText "CHF -80’520.10"
    - navigation
      - button "Geplante Einkünfte" [ref=e29]
      - button "Effektive Einnahmen" [ref=e30]
      - button "Plan vs Ist" [ref=e31]
    - generic
      - heading "Einkommens-Templates" [level=2, ref=e33]
      - paragraph
        - StaticText "Prüft/ergänzt die Soll-Liste ohne Beträge und ohne Duplikate."
      - button "Templates prüfen" [ref=e34]
      - button "Templates anlegen" [disabled, ref=e35]
      - generic
        - heading "Einkunft hinzufügen" [level=2, ref=e36]
        - paragraph
          - StaticText "Erst Preview, dann Confirm. Keine stillen Mutationen."
        - button "Preview" [ref=e37]
        - button "Confirm" [disabled, ref=e38]
        - textbox "Name" [ref=e39]
        - combobox [expanded=false, ref=e40]: Marcel
          - MenuListPopup
            - option "Marcel" [selected, ref=e53]
            - option "Melanie" [ref=e54]
            - option "Haushalt" [ref=e55]
            - option "Sonstige" [ref=e56]
        - textbox "Arbeitgeber/Quelle optional" [ref=e41]
        - combobox [expanded=false, ref=e42]: Lohn
          - MenuListPopup
            - option "monatlich" [ref=e57]
            - option "jährlich" [ref=e58]
            - option "einmalig" [ref=e59]
            - option "unregelmässig" [ref=e60]
            - option "Lohn" [selected, ref=e61]
            - option "13. Monatslohn" [ref=e62]
            - option "Bonus" [ref=e63]
            - option "Rückvergütung" [ref=e64]
            - option "Rückerstattung" [ref=e65]
        - combobox [expanded=false, ref=e43]: monatlich
          - MenuListPopup
            - option "monatlich" [selected, ref=e66]
            - option "jährlich" [ref=e67]
            - option "einmalig" [ref=e68]
            - option "unregelmässig" [ref=e69]
        - textbox "Fälligkeitsmonat optional" [ref=e44]
        - textbox "Planwert" [ref=e45]
        - combobox [expanded=false, ref=e46]: Planwert ist Monatswert
          - MenuListPopup
            - option "Planwert ist Monatswert" [selected, ref=e70]
            - option "Planwert ist Jahres-/Einmalwert" [ref=e71]
        - textbox [disabled, ref=e47]: CHF
          - StaticText "CHF"
        - combobox [expanded=false, ref=e48]: Lohn Marcel
          - MenuListPopup
            - option "Kategorie" [ref=e72]
            - option "Lohn Marcel" [selected, ref=e73]
            - option "Lohn Melanie" [ref=e74]
            - option "Gratifikation" [ref=e75]
            - option "Sonstige Einnahmen" [ref=e76]
            - option "Rückerstattungen" [ref=e77]
        - textbox "Notiz" [ref=e49]
      - generic
        - heading "Geplante Einkünfte" [level=2, ref=e50]
        - paragraph
          - StaticText "Planwerte, Monatsdurchschnitt und Ist-Abgleich je Einkommensposition."
        - table
          - rowgroup
            - row
              - columnheader "NAME" [ref=e198]
              - columnheader "PERSON/QUELLE" [ref=e199]
              - columnheader "TYP" [ref=e200]
              - columnheader "FÄLLIGKEIT" [ref=e201]
              - columnheader "MONATSWERT" [ref=e202]
              - columnheader "JAHRESWERT" [ref=e203]
              - columnheader "MONATSDURCHSCHNITT" [ref=e204]
              - columnheader "IST YTD" [ref=e205]
              - columnheader "PROGNOSE JAHR" [ref=e206]
              - columnheader "ABWEICHUNG" [ref=e207]
              - columnheader "STATUS" [ref=e208]
              - columnheader "AKTIONEN" [ref=e209]
          - row
            - cell "13. Monatslohn Marcel" [ref=e78]
            - cell "Marcel" [ref=e79]
            - cell "13. Monatslohn" [ref=e80]
            - cell "Dezember" [ref=e81]
            - cell "CHF 0.00" [ref=e82]
            - cell "CHF 0.00" [ref=e83]
            - cell "CHF 0.00" [ref=e84]
            - cell "CHF 50’791.70" [ref=e85]
            - cell "CHF 0.00" [ref=e86]
            - cell "CHF 50’791.70" [ref=e87]
            - cell "Noch keine Planwerte" [ref=e88]
            - cell "Planwert bearbeiten tatsächliche Einnahme Archivieren Verlauf" [ref=e89]
              - button "Planwert bearbeiten" [ref=e210]
              - button "tatsächliche Einnahme" [ref=e211]
              - button "Archivieren" [ref=e212]
              - button "Verlauf" [ref=e213]
          - row
            - cell "Lohn Marcel (ERNE)" [ref=e90]
            - cell "Marcel · ERNE" [ref=e91]
            - cell "Lohn" [ref=e92]
            - cell "monatlich" [ref=e93]
            - cell "CHF 11’047.00" [ref=e94]
            - cell "CHF 132’564.00" [ref=e95]
            - cell "CHF 11’047.00" [ref=e96]
            - cell "CHF 50’791.70" [ref=e97]
            - cell "CHF 132’564.00" [ref=e98]
            - cell "CHF -81’772.30" [ref=e99]
            - cell "Im Plan" [ref=e100]
            - cell "Planwert bearbeiten tatsächliche Einnahme Archivieren Verlauf" [ref=e101]
              - button "Planwert bearbeiten" [ref=e214]
              - button "tatsächliche Einnahme" [ref=e215]
              - button "Archivieren" [ref=e216]
              - button "Verlauf" [ref=e217]
          - row

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


Explanation:
**Ensuring clarity in amounts**

I need to avoid final amounts in my calculations. I should consider clicking on the "effective income" tab to get a clearer view. I'll make sure that the labels are accurate to avoid any confusion. It's important for me to check that everything is clearly labeled, so things are straightforward, and the user can understand the information without any mix-ups. Let's keep it organized!


- 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]
    - link "Transfers" [ref=e18]
    - paragraph
    - link "Daten-Explorer" [ref=e19]
    - link "Kategorieanalyse" [ref=e20]
    - link "Monatsvergleich" [ref=e21]
    - paragraph
    - link "Konten" [ref=e22]
    - link "Kategorien & Tags" [ref=e23]
    - link "Excel übernehmen / Seed Review" [ref=e24]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Einkünfte" [level=1, ref=e25]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e26]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "BUDGET · EINKÜNFTE"
      - heading "Einkünfte planen" [level=1, ref=e27]
      - paragraph
        - StaticText "Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit."
      - combobox [expanded=false, ref=e28]: Budgetjahr 2026
        - MenuListPopup
          - option "Budgetjahr 2026" [selected, ref=e72]
          - option "Referenzjahr 2025" [ref=e73]
    - paragraph
      - StaticText "GEPLANT MONAT"
    - paragraph
      - StaticText "CHF 11’047.00"
    - paragraph
      - StaticText "laufende Monatswerte"
    - paragraph
      - StaticText "GEPLANT JAHR"
    - paragraph
      - StaticText "CHF 132’564.00"
    - paragraph
      - StaticText "MONATSDURCHSCHNITT"
    - paragraph
      - StaticText "CHF 11’047.00"
    - paragraph
      - StaticText "inkl. Jahres-/Einmalzahlungen"
    - paragraph
      - StaticText "IST AKTUELLER MONAT"
    - paragraph
      - StaticText "CHF 10’334.75"
    - paragraph
      - StaticText "IST JAHR BISHER"
    - paragraph
      - StaticText "CHF 52’043.90"
    - paragraph
      - StaticText "PLAN-IST-ABWEICHUNG"
    - paragraph
      - StaticText "CHF -80’520.10"
    - navigation
      - button "Geplante Einkünfte" [ref=e29]
      - button "Effektive Einnahmen" [ref=e30]
      - button "Plan vs Ist" [ref=e31]
    - generic
      - heading "Geld Eingang" [level=2, ref=e32]
      - paragraph
        - StaticText "Fortlaufende Liste bestätigter effektiver Einnahmen mit Eingangskonto, Absender/Arbeitgeber und Herkunft. Planwerte bleiben separat."
      - generic
        - heading "Tatsächliche Einkunft manuell erfassen" [level=3, ref=e38]
        - paragraph
          - StaticText "Preview → Confirm → Audit. Nicht mit geplanten Einkünften verwechseln."
        - button "Preview" [ref=e39]
        - button "Confirm" [disabled, ref=e40]
        - combobox [expanded=false, ref=e41]: Haushalt 2026
          - MenuListPopup
            - option "Konto" [ref=e97]
            - option "Haushalt 2026" [selected, ref=e98]
        - Date
          - generic
            - spinbutton "Tag" [ref=e105]: 0
            - spinbutton "Monat" [ref=e106]: 0
            - spinbutton "Jahr" [ref=e107]: 0
          - button "Datumsauswahl anzeigen" [ref=e74]
        - textbox "Quelle/Beschreibung" [ref=e42]
        - combobox [expanded=false, ref=e43]: Lohn Marcel
          - MenuListPopup
            - option "Einkommenskategorie" [ref=e99]
            - option "Lohn Marcel" [selected, ref=e100]
            - option "Lohn Melanie" [ref=e101]
            - option "Gratifikation" [ref=e102]
            - option "Sonstige Einnahmen" [ref=e103]
            - option "Rückerstattungen" [ref=e104]
        - textbox "Betrag" [ref=e44]
        - textbox "Währung" [ref=e45]: CHF
          - StaticText "CHF"
        - textbox "Notiz" [ref=e46]
      - textbox "Monat YYYY-MM" [ref=e33]
      - combobox [expanded=false, ref=e34]: Alle Kategorien
        - MenuListPopup
          - option "Alle Kategorien" [selected, ref=e75]
          - option "Lohn Marcel" [ref=e76]
          - option "Lohn Melanie" [ref=e77]
          - option "Gratifikation" [ref=e78]
          - option "Sonstige Einnahmen" [ref=e79]
          - option "Rückerstattungen" [ref=e80]
      - combobox [expanded=false, ref=e35]: Alle Konten
        - MenuListPopup
          - option "Alle Konten" [selected, ref=e81]
          - option "Haushalt 2026" [ref=e82]
      - textbox "Suche" [ref=e36]
      - generic
        - StaticText "Summe aktueller Monat: "
        - strong
          - StaticText "CHF 10’334.75"
      - generic
        - StaticText "Summe Jahr bisher: "
        - strong
          - StaticText "CHF 52’043.90"
      - generic
        - StaticText "Prognose Jahr: "
        - strong
          - StaticText "CHF 132’564.00"
      - generic
        - StaticText "Abweichung: "
        - strong
          - StaticText "CHF -80’520.10"
      - generic
        - heading "2026-05-18" [level=3, ref=e47]
        - article [ref=e48] clickable [cursor:pointer]
          - heading "TWINT-Gutschrift Geld erhalten von" [level=4, ref=e83]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: TWINT-Gutschrift Geld erhalten von · Sonstige Einnahmen · Herkunft: Import Review"
          - paragraph
      - generic
        - heading "2026-05-13" [level=3, ref=e49]
        - article [ref=e50] clickable [cursor:pointer]
          - heading "Gutschrift ERNE AG Holzbau" [level=4, ref=e84]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: Gutschrift ERNE AG Holzbau · Lohn Marcel · Herkunft: Import Review"
          - paragraph
      - generic
        - heading "2026-04-24" [level=3, ref=e51]
        - article [ref=e52] clickable [cursor:pointer]
          - heading "Zahlungseingang / Ref.-Nr. 1523127964 Gasser Bauunternehmen GmbH" [level=4, ref=e85]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: Zahlungseingang / Ref.-Nr. 1523127964 Gasser Bauunternehmen GmbH · Lohn Melanie · Herkunft: Import Review"
          - paragraph
        - article [ref=e53] clickable [cursor:pointer]
          - heading "Gutschrift ERNE AG Holzbau" [level=4, ref=e86]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: Gutschrift ERNE AG Holzbau · Lohn Marcel · Herkunft: Import Review"
          - paragraph
      - generic
        - heading "2026-04-10" [level=3, ref=e54]
        - article [ref=e55] clickable [cursor:pointer]
          - heading "TWINT-Gutschrift Geld erhalten von" [level=4, ref=e87]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: TWINT-Gutschrift Geld erhalten von · Sonstige Einnahmen · Herkunft: Import Review"
          - paragraph
      - generic
        - heading "2026-03-25" [level=3, ref=e56]
        - article [ref=e57] clickable [cursor:pointer]
          - heading "Zahlungseingang / Ref.-Nr. 1512126454 Gasser Bauunternehmen GmbH" [level=4, ref=e88]
          - paragraph
            - StaticText "Eingang auf: Haushalt 2026 · Von: Zahlungseingang / Ref.-Nr. 1512126454 Gasser Bauunternehmen GmbH · Lohn Melanie · Herkunft: Import Review"
          - paragraph
        - article [ref=e58] clickable [cursor:pointer]

[... 52 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=4; browser_console returned the same result 4 times. Use the result already provided or change the query instead of repeating it unchanged.]


Explanation:
**Seeking mobile solutions**

I’m looking for a way to ensure mobile sanity regarding browser stack, which doesn’t seem to resize properly. I might consider using vision annotate as a backup. It’s also crossed my mind to inspect DOM links using a JavaScript expression. I need to check if there’s a fallback link for mobile in the DOM. To do this, I could utilize a browser console expression to query these links directly.

(() => Array.from(document.querySelectorAll('a[href="/planning/budget/expenses/actual"], a[href="/planning/budget/transfers"]')).map(a => ({text:a.textContent.trim(), href:a.getAttribute('href'), testid:a.getAttribute('data-testid'), classes:a.className})))()


Effektive Ausgaben

Transfers

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

Ausgaben


Explanation:
**Exploring menu functionality**

I need to access a full menu that isn’t visible in the DOM until it’s opened, which could be classic for desktop. Maybe I should also check the mobile version to see if I can click a mobile menu option? I’ll have to find relevant references while I’m at it. On the current page, there’s a compact snapshot with a sidebar, but it appears to be missing a bottom section. I'm focusing on finding the button with the specific data-testid.

(() => { const btn=document.querySelector('[data-testid="mobile-menu-button"]'); if (btn) btn.click(); return {button:!!btn, menuLinks:Array.from(document.querySelectorAll('[data-testid^="mobile-menu-link-"]')).map(a=>({id:a.getAttribute('data-testid'),href:a.getAttribute('href'),text:a.textContent.trim()}))}; })()


{"success": true, "snapshot": "- complementary\n  - paragraph\n    - StaticText \"JARVIS\"\n  - heading \"Finance\" [level=1, ref=e1]\n  - paragraph\n    - StaticText \"PrimeVue Aura Light\"\n  - navigation\n    - link \"Command Center\" [ref=e2]\n    - link \"Portfolio\" [ref=e3]\n    - link \"Crypto\" [ref=e4]\n    - link \"Aktien & ETFs\" [ref=e5]\n    - link \"Wallets\" [ref=e6]\n    - link \"Position hinzufügen\" [ref=e7]\n    - link \"Reports\" [ref=e8]\n    - paragraph\n    - link \"Budget Übersicht\" [ref=e9]\n    - link \"Budgetstatus\" [ref=e10]\n    - link \"Budget vs Ist\" [ref=e11]\n    - link \"Monatsbudget\" [ref=e12]\n    - link \"Jahresbudget\" [ref=e13]\n    - link \"Budgetpläne\" [ref=e14]\n    - paragraph\n    - link \"Effektive Ausgaben\" [ref=e15]\n    - link \"Effektive Einnahmen\" [ref=e16]\n    - link \"Buchungen prüfen\" [ref=e17]\n    - link \"Transfers\" [ref=e18]\n    - paragraph\n    - link \"Daten-Explorer\" [ref=e19]\n    - link \"Kategorieanalyse\" [ref=e20]\n    - link \"Monatsvergleich\" [ref=e21]\n    - paragraph\n    - link \"Konten\" [ref=e22]\n    - link \"Kategorien & Tags\" [ref=e23]\n    - link \"Excel übernehmen / Seed Review\" [ref=e24]\n  - sectionfooter\n    - paragraph\n    - paragraph\n    - paragraph\n      - StaticText \"Schreibseiten: Preview/Confirm/Audit.\"\n- main\n  - sectionheader\n    - paragraph\n      - StaticText \"USER DASHBOARD\"\n    - heading \"Einkünfte\" [level=1, ref=e25]\n    - paragraph\n      - StaticText \"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\"\n    - button \"? Hilfe\" [ref=e26]\n      - StaticText \"? Hilfe\"\n    - StaticText \"Read-only View\"\n  - generic\n    - sectionheader\n      - paragraph\n        - StaticText \"BUDGET · EINKÜNFTE\"\n      - heading \"Einkünfte planen\" [level=1, ref=e27]\n      - paragraph\n        - StaticText \"Geplante Haushaltseinkünfte, effektive Einnahmen und Plan-vs-Ist. Jede Schreibaktion läuft über Preview → Confirm → Audit.\"\n      - combobox [expanded=false, ref=e28]: Budgetjahr 2026\n        - MenuListPopup\n          - option \"Budgetjahr 2026\" [selected, ref=e72]\n          - option \"Referenzjahr 2025\" [ref=e73]\n    - paragraph\n      - StaticText \"GEPLANT MONAT\"\n    - paragraph\n      - StaticText \"CHF 11’047.00\"\n    - paragraph\n      - StaticText \"laufende Monatswerte\"\n    - paragraph\n      - StaticText \"GEPLANT JAHR\"\n    - paragraph\n      - StaticText \"CHF 132’564.00\"\n    - paragraph\n      - StaticText \"MONATSDURCHSCHNITT\"\n    - paragraph\n      - StaticText \"CHF 11’047.00\"\n    - paragraph\n      - StaticText \"inkl. Jahres-/Einmalzahlungen\"\n    - paragraph\n      - StaticText \"IST AKTUELLER MONAT\"\n    - paragraph\n      - StaticText \"CHF 10’334.75\"\n    - paragraph\n      - StaticText \"IST JAHR BISHER\"\n    - paragraph\n      - StaticText \"CHF 52’043.90\"\n    - paragraph\n      - StaticText \"PLAN-IST-ABWEICHUNG\"\n    - paragraph\n      - StaticText \"CHF -80’520.10\"\n    - navigation\n      - button \"Geplante Einkünfte\" [ref=e29]\n      - button \"Effektive Einnahmen\" [ref=e30]\n      - button \"Plan vs Ist\" [ref=e31]\n    - generic\n      - heading \"Geld Eingang\" [level=2, ref=e32]\n      - paragraph\n        - StaticText \"Fortlaufende Liste bestätigter effektiver Einnahmen mit Eingangskonto, Absender/Arbeitgeber und Herkunft. Planwerte bleiben separat.\"\n      - generic\n        - heading \"Tatsächliche Einkunft manuell erfassen\" [level=3, ref=e38]\n        - paragraph\n          - StaticText \"Preview → Confirm → Audit. Nicht mit geplanten Einkünften verwechseln.\"\n        - button \"Preview\" [ref=e39]\n        - button \"Confirm\" [disabled, ref=e40]\n        - combobox [expanded=false, ref=e41]: Haushalt 2026\n          - MenuListPopup\n            - option \"Konto\" [ref=e97]\n            - option \"Haushalt 2026\" [selected, ref=e98]\n        - Date\n          - generic\n            - spinbutton \"Tag\" [ref=e105]: 0\n            - spinbutton \"Monat\" [ref=e106]: 0\n            - spinbutton \"Jahr\" [ref=e107]: 0\n          - button \"Datumsauswahl anzeigen\" [ref=e74]\n        - textbox \"Quelle/Beschreibung\" [ref=e42]\n        - combobox [expanded=false, ref=e43]: Lohn Marcel\n          - MenuListPopup\n            - option \"Einkommenskategorie\" [ref=e99]\n            - option \"Lohn Marcel\" [selected, ref=e100]\n            - option \"Lohn Melanie\" [ref=e101]\n            - option \"Gratifikation\" [ref=e102]\n            - option \"Sonstige Einnahmen\" [ref=e103]\n            - option \"Rückerstattungen\" [ref=e104]\n        - textbox \"Betrag\" [ref=e44]\n        - textbox \"Währung\" [ref=e45]: CHF\n          - StaticText \"CHF\"\n        - textbox \"Notiz\" [ref=e46]\n      - textbox \"Monat YYYY-MM\" [ref=e33]\n      - combobox [expanded=false, ref=e34]: Alle Kategorien\n        - MenuListPopup\n          - option \"Alle Kategorien\" [selected, ref=e75]\n          - option \"Lohn Marcel\" [ref=e76]\n          - option \"Lohn Melanie\" [ref=e77]\n          - option \"Gratifikation\" [ref=e78]\n          - option \"Sonstige Einnahmen\" [ref=e79]\n          - option \"Rückerstattungen\" [ref=e80]\n      - combobox [expanded=false, ref=e35]: Alle Konten\n        - MenuListPopup\n          - option \"Alle Konten\" [selected, ref=e81]\n          - option \"Haushalt 2026\" [ref=e82]\n      - textbox \"Suche\" [ref=e36]\n      - generic\n        - StaticText \"Summe aktueller Monat: \"\n        - strong\n          - StaticText \"CHF 10’334.75\"\n      - generic\n        - StaticText \"Summe Jahr bisher: \"\n        - strong\n          - StaticText \"CHF 52’043.90\"\n      - generic\n        - StaticText \"Prognose Jahr: \"\n        - strong\n          - StaticText \"CHF 132’564.00\"\n      - generic\n        - StaticText \"Abweichung: \"\n        - strong\n          - StaticText \"CHF -80’520.10\"\n      - generic\n        - heading \"2026-05-18\" [level=3, ref=e47]\n        - article [ref=e48] clickable [cursor:pointer]\n          - heading \"TWINT-Gutschrift Geld erhalten von\" [level=4, ref=e83]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: TWINT-Gutschrift Geld erhalten von · Sonstige Einnahmen · Herkunft: Import Review\"\n          - paragraph\n      - generic\n        - heading \"2026-05-13\" [level=3, ref=e49]\n        - article [ref=e50] clickable [cursor:pointer]\n          - heading \"Gutschrift ERNE AG Holzbau\" [level=4, ref=e84]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: Gutschrift ERNE AG Holzbau · Lohn Marcel · Herkunft: Import Review\"\n          - paragraph\n      - generic\n        - heading \"2026-04-24\" [level=3, ref=e51]\n        - article [ref=e52] clickable [cursor:pointer]\n          - heading \"Zahlungseingang / Ref.-Nr. 1523127964 Gasser Bauunternehmen GmbH\" [level=4, ref=e85]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: Zahlungseingang / Ref.-Nr. 1523127964 Gasser Bauunternehmen GmbH · Lohn Melanie · Herkunft: Import Review\"\n          - paragraph\n        - article [ref=e53] clickable [cursor:pointer]\n          - heading \"Gutschrift ERNE AG Holzbau\" [level=4, ref=e86]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: Gutschrift ERNE AG Holzbau · Lohn Marcel · Herkunft: Import Review\"\n          - paragraph\n      - generic\n        - heading \"2026-04-10\" [level=3, ref=e54]\n        - article [ref=e55] clickable [cursor:pointer]\n          - heading \"TWINT-Gutschrift Geld erhalten von\" [level=4, ref=e87]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: TWINT-Gutschrift Geld erhalten von · Sonstige Einnahmen · Herkunft: Import Review\"\n          - paragraph\n      - generic\n        - heading \"2026-03-25\" [level=3, ref=e56]\n        - article [ref=e57] clickable [cursor:pointer]\n          - heading \"Zahlungseingang / Ref.-Nr. 1512126454 Gasser Bauunternehmen GmbH\" [level=4, ref=e88]\n          - paragraph\n            - StaticText \"Eingang auf: Haushalt 2026 · Von: Zahlungseingang / Ref.-Nr. 1512126454 Gasser Bauunternehmen GmbH · Lohn Melanie · Herkunft: Import Review\"\n          - paragraph\n        - article [ref=e58] clickable [cursor:pointer]\n\n[... 52 more lines truncated, use browser_snapshot for full content]", "element_count": 107}

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


UAT zeigt echte Beträge in der Anwendung, aber ich werde sie im Bericht nicht wiedergeben. Ich prüfe jetzt noch read-only, ob `True Wealth Cash` im Runtime-Kontenbestand existiert — ohne Anlage/Mutation.

Explanation:
**Investigating mobile menu issue**

It seems like the mobile menu query might have failed due to the current page not being sufficient. I should inspect the SidebarNav code and consider if the routes or page names are correct. Maybe there are mismatched routes, like the budget-income-actual link. I’ll also check if the new column transfer_type exists in the database, as the user asked about its existence. Finally, I'll need to run a read-only database query to verify the user’s account.

source ~/jarvis_runtime/finance-system/venv/bin/activate && python - <<'PY'
import os, sqlite3
runtime=os.path.expanduser('~/jarvis_runtime/finance-system')
for name in ['finance.sqlite3','finance-runtime.sqlite3','finance-runtime-db.sqlite3']:
    path=os.path.join(runtime,name)
    if os.path.exists(path):
        break
else:
    path=os.environ.get('JARVIS_FINANCE_DB_PATH','')
print('db_path_found=', bool(path and os.path.exists(path)))
if path and os.path.exists(path):
    con=sqlite3.connect(path)
    rows=con.execute("select name, account_type, is_active from budget_accounts where lower(name)=lower(?)", ('True Wealth Cash',)).fetchall()
    print('true_wealth_cash_exists=', bool(rows))
    if rows:
        print('true_wealth_cash_type=', rows[0][1])
        print('true_wealth_cash_active=', rows[0][2])
PY


Output: db_path_found= False


Explanation:
**Searching for db path**

I need to figure out the database path in the app, which might be in the configuration settings. It makes sense to search for it during runtime to ensure I’m getting the most accurate information. There could be various ways to access this, and finding it correctly would help me streamline processes. I'm curious if there’s a specific method to retrieve this or if I should look in specific directories or files. Let's figure this out!

source ~/jarvis_runtime/finance-system/venv/bin/activate && export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src python - <<'PY'
from jarvis_finance.config import get_settings
s=get_settings()
print('db_path=', s.db_path)
PY


Output:
Traceback (most recent call last):
  File "<stdin>", line 1, in <module>
ImportError: cannot import name 'get_settings' from 'jarvis_finance.config' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/__init__.py)


Explanation:
**Inspecting configuration**

I need to take a closer look at the configuration quickly. It seems essential to ensure everything is set up correctly. Maybe I should check for any inconsistencies or issues that might arise. I wonder if there are specific details that need immediate attention or if I'm just being overly cautious. It's always good to be thorough! I'll focus on this task and make sure everything is in order. Let's dive in!


     1|from __future__ import annotations
     2|
     3|import sqlite3
     4|from pathlib import Path
     5|
     6|
     7|def connect(db_path: str | Path) -> sqlite3.Connection:
     8|    path = Path(db_path).expanduser()
     9|    path.parent.mkdir(parents=True, exist_ok=True)
    10|    conn = sqlite3.connect(path, check_same_thread=False)
    11|    conn.row_factory = sqlite3.Row
    12|    conn.execute("PRAGMA foreign_keys = ON")
    13|    return conn
    14|
    15|
    16|def connect_memory() -> sqlite3.Connection:
    17|    conn = sqlite3.connect(":memory:", check_same_thread=False)
    18|    conn.row_factory = sqlite3.Row
    19|    conn.execute("PRAGMA foreign_keys = ON")
    20|    return conn
    21|


     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|


File not found: /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/deps.py


     1|from __future__ import annotations
     2|
     3|from collections.abc import Iterator
     4|from sqlite3 import Connection
     5|
     6|from fastapi import HTTPException
     7|
     8|from jarvis_finance.config.settings import find_repo_root, load_settings
     9|from jarvis_finance.storage.database import connect
    10|
    11|
    12|def get_db() -> Iterator[Connection]:
    13|    settings = load_settings(repo_root=find_repo_root())
    14|    if not settings.db_path.exists():
    15|        raise HTTPException(status_code=503, detail="Runtime database not available")
    16|    conn = connect(settings.db_path)
    17|    try:
    18|        yield conn
    19|    finally:
    20|        conn.close()
    21|


     1|from __future__ import annotations
     2|
     3|import os
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to
     8|
     9|
    10|@dataclass(frozen=True)
    11|class Settings:
    12|    env: str = "local"
    13|    base_currency: str = "CHF"
    14|    timezone: str = "Europe/Zurich"
    15|    runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)
    16|    log_level: str = "INFO"
    17|    block_runtime_inside_repo: bool = True
    18|
    19|    @property
    20|    def db_path(self) -> Path:
    21|        return self.runtime_paths.db_path
    22|
    23|
    24|def find_repo_root(start: Path | None = None) -> Path:
    25|    current = (start or Path.cwd()).resolve()
    26|    for candidate in [current, *current.parents]:
    27|        if (candidate / ".git").exists() or (candidate / "pyproject.toml").exists():
    28|            return candidate
    29|    return current
    30|
    31|
    32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:
    33|    env = environ or os.environ
    34|    runtime_dir = Path(env.get("JARVIS_FINANCE_RUNTIME_DIR", str(DEFAULT_RUNTIME_DIR))).expanduser()
    35|    paths = RuntimePaths.from_base(runtime_dir)
    36|    db_override = env.get("JARVIS_FINANCE_DB_PATH")
    37|    if db_override:
    38|        object.__setattr__(paths, "db_path", Path(db_override).expanduser().resolve())
    39|    settings = Settings(
    40|        env=env.get("JARVIS_FINANCE_ENV", "local"),
    41|        base_currency=env.get("JARVIS_FINANCE_BASE_CURRENCY", "CHF"),
    42|        timezone=env.get("JARVIS_FINANCE_TIMEZONE", "Europe/Zurich"),
    43|        runtime_paths=paths,
    44|        log_level=env.get("JARVIS_FINANCE_LOG_LEVEL", "INFO"),
    45|        block_runtime_inside_repo=env.get("JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO", "1") not in {"0", "false", "False"},
    46|    )
    47|    validate_settings(settings, repo_root=repo_root)
    48|    return settings
    49|
    50|
    51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:
    52|    root = (repo_root or find_repo_root()).resolve()
    53|    if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):
    54|        raise ValueError(f"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}")
    55|    if settings.base_currency != "CHF":
    56|        raise ValueError("MVP 1 base currency must be CHF")
    57|
    58|
    59|def ensure_runtime_dirs(settings: Settings) -> None:
    60|    settings.runtime_paths.ensure_dirs()
    61|


     1|from __future__ import annotations
     2|
     3|from dataclasses import dataclass
     4|from pathlib import Path
     5|
     6|DEFAULT_RUNTIME_DIR = Path("~/jarvis_runtime/finance-system").expanduser()
     7|
     8|
     9|@dataclass(frozen=True)
    10|class RuntimePaths:
    11|    base_dir: Path
    12|    data_dir: Path
    13|    imports_dir: Path
    14|    exports_dir: Path
    15|    reports_dir: Path
    16|    backups_dir: Path
    17|    secrets_dir: Path
    18|    logs_dir: Path
    19|    db_path: Path
    20|
    21|    @classmethod
    22|    def from_base(cls, base_dir: str | Path = DEFAULT_RUNTIME_DIR) -> "RuntimePaths":
    23|        base = Path(base_dir).expanduser().resolve()
    24|        return cls(
    25|            base_dir=base,
    26|            data_dir=base / "data",
    27|            imports_dir=base / "imports",
    28|            exports_dir=base / "exports",
    29|            reports_dir=base / "reports",
    30|            backups_dir=base / "backups",
    31|            secrets_dir=base / "secrets",
    32|            logs_dir=base / "logs",
    33|            db_path=base / "data" / "finance.sqlite3",
    34|        )
    35|
    36|    def ensure_dirs(self) -> None:
    37|        for path in [
    38|            self.data_dir,
    39|            self.imports_dir,
    40|            self.exports_dir,
    41|            self.reports_dir,
    42|            self.backups_dir,
    43|            self.secrets_dir,
    44|            self.logs_dir,
    45|        ]:
    46|            path.mkdir(parents=True, exist_ok=True)
    47|
    48|
    49|def is_relative_to(path: Path, parent: Path) -> bool:
    50|    try:
    51|        path.resolve().relative_to(parent.resolve())
    52|        return True
    53|    except ValueError:
    54|        return False
    55|


source ~/jarvis_runtime/finance-system/venv/bin/activate && python - <<'PY'
import sqlite3, os
path=os.path.expanduser('~/jarvis_runtime/finance-system/data/finance.sqlite3')
print('db_path_found=', os.path.exists(path))
con=sqlite3.connect(path)
rows=con.execute("select name, account_type, is_active from budget_accounts where lower(name)=lower(?)", ('True Wealth Cash',)).fetchall()
print('true_wealth_cash_exists=', bool(rows))
if rows:
    print('true_wealth_cash_type=', rows[0][1])
    print('true_wealth_cash_active=', rows[0][2])
PY


Output:
db_path_found= True
true_wealth_cash_exists= False


Explanation:
**Planning repository updates**

I’m thinking about needing to prepare for a commit if it doesn't already exist. Before I commit, it's a good idea to run a `git diff summary`. I should also update the final to-do list after pushing. Maybe I need to create a route for `/planning/budget/income/actual`. The current sidebar link, "Effektive Einnahmen," might need to point to this. Also, should I test to ensure that the link isn’t broken? I’ll inspect it quickly!


Explanation:
**Ensuring git status**

I need to make a commit, but first, I want to ensure that my git status is clean of any distribution files before staging anything. It’s important to double-check that I don’t accidentally commit unwanted files. I’ll run a `git status` command to confirm everything is good to go. This way, I can keep my commits organized and tidy! Let’s make sure we’re set before moving forward.


Output:
M frontend/src/api/budget.ts
 M frontend/src/components/AppLayout.vue
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/BudgetImportReviewPage.vue
 M frontend/src/pages/BudgetIncomePage.vue
 M frontend/src/pages/BudgetTransactionsPage.vue
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_transactions.py
 M src/jarvis_finance/storage/migrations.py
 M tests/unit/test_budget_phase1.py
 M tests/unit/test_budget_phase11.py
 M tests/unit/test_budget_phase12_seed_review.py
 M tests/unit/test_budget_phase16_user_rules.py
 M tests/unit/test_schema.py
?? frontend/src/components/PageHelpButton.vue
?? frontend/src/help/
?? frontend/src/pages/BudgetTransfersPage.vue
?? frontend/src/pages/BudgetWorkflowHelpUx.test.ts
?? tests/unit/test_budget_workflow_help_ux.py
 frontend/src/api/budget.ts                         |  4 ++-
 frontend/src/components/AppLayout.vue              |  4 +++
 frontend/src/components/SidebarNav.vue             |  4 ++-
 frontend/src/pages/BudgetImportReviewPage.vue      |  9 +++--
 frontend/src/pages/BudgetIncomePage.vue            |  5 +--
 frontend/src/pages/BudgetTransactionsPage.vue      | 11 +++---
 frontend/src/router/index.ts                       |  2 ++
 src/jarvis_finance/api/routers/budget.py           |  6 ++++
 src/jarvis_finance/services/budget_transactions.py | 40 ++++++++++++++++++++--
 src/jarvis_finance/storage/migrations.py           |  7 ++--
 tests/unit/test_budget_phase1.py                   |  2 +-
 tests/unit/test_budget_phase11.py                  |  2 +-
 tests/unit/test_budget_phase12_seed_review.py      |  2 +-
 tests/unit/test_budget_phase16_user_rules.py       |  2 +-
 tests/unit/test_schema.py                          |  2 +-
 15 files changed, 82 insertions(+), 20 deletions(-)


Browser-/Route-Sanity ist grün. `True Wealth Cash` existiert in der Runtime aktuell **nicht**; ich habe es bewusst nicht still angelegt, sondern nur als Preview/Confirm/Audit-Ziel vorbereitet. Ich committe jetzt den Sprint-Branch und pushe ohne Force-Push.

Explanation:
**Resolving tracking issues**

I'm noticing that the diff stat doesn't include untracked files. That's a bit confusing! I think I need to resolve what might be a Pyright issue as well. It seems like I have some tasks ahead of me, like making those necessary commits. Let's ensure everything is tracked properly and get that all sorted out. I'll work on figuring this out step by step!

git add frontend/src/api/budget.ts frontend/src/components/AppLayout.vue frontend/src/components/SidebarNav.vue frontend/src/components/PageHelpButton.vue frontend/src/help/pageHelp.ts frontend/src/pages/BudgetImportReviewPage.vue frontend/src/pages/BudgetIncomePage.vue frontend/src/pages/BudgetTransactionsPage.vue frontend/src/pages/BudgetTransfersPage.vue frontend/src/pages/BudgetWorkflowHelpUx.test.ts frontend/src/router/index.ts src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_transactions.py src/jarvis_finance/storage/migrations.py tests/unit/test_budget_workflow_help_ux.py tests/unit/test_budget_phase1.py tests/unit/test_budget_phase11.py tests/unit/test_budget_phase12_seed_review.py tests/unit/test_budget_phase16_user_rules.py tests/unit/test_schema.py && git commit -m "feat: clarify budget workflow and help ux"


Output:
[feat/budget-workflow-help-ux 0eebabb] feat: clarify budget workflow and help ux
 20 files changed, 360 insertions(+), 20 deletions(-)
 create mode 100644 frontend/src/components/PageHelpButton.vue
 create mode 100644 frontend/src/help/pageHelp.ts
 create mode 100644 frontend/src/pages/BudgetTransfersPage.vue
 create mode 100644 frontend/src/pages/BudgetWorkflowHelpUx.test.ts
 create mode 100644 tests/unit/test_budget_workflow_help_ux.py


set -euo pipefail
TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
ASKPASS=$(mktemp)
cleanup(){ rm -f "$ASKPASS"; }
trap cleanup EXIT
GITHUB_TOKEN=$(python - <<'PY'
import csv, os, re
path=os.path.expanduser('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')
text=open(path, newline='').read()
for cell in re.split(r'[,;\n\r\t ]+', text):
    if cell.startswith(('github_pat_','ghp_')):
        print(cell.strip())
        break
PY
)
cat > "$ASKPASS" <<'SH'
#!/usr/bin/env bash
case "$1" in
  *Username*) echo x-access-token ;;
  *Password*) echo "$GITHUB_TOKEN" ;;
  *) echo "$GITHUB_TOKEN" ;;
esac
SH
chmod 700 "$ASKPASS"
export GIT_ASKPASS="$ASKPASS" GITHUB_TOKEN
BRANCH=$(git branch --show-current)
git push -u origin "$BRANCH"
LOCAL=$(git rev-parse HEAD)
REMOTE=$(git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
printf 'branch=%s\nlocal=%s\nremote=%s\nmatch=%s\n' "$BRANCH" "$LOCAL" "$REMOTE" "$([ "$LOCAL" = "$REMOTE" ] && echo yes || echo no)"


Output:
remote:
remote: Create a pull request for 'feat/budget-workflow-help-ux' on GitHub by visiting:
remote:      https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-workflow-help-ux
remote:
To https://github.com/Gamexgit/FinanceManager.git
 * [new branch]      feat/budget-workflow-help-ux -> feat/budget-workflow-help-ux
Branch 'feat/budget-workflow-help-ux' folgt nun 'origin/feat/budget-workflow-help-ux'.
branch=feat/budget-workflow-help-ux
local=0eebabba6cc18192a93be4d1301951551a98564a
remote=0eebabba6cc18192a93be4d1301951551a98564a
match=yes


Explanation:
**Checking git status**

I need to get a final git status and maybe wrap up my to-do list. It's essential to ensure everything is in order before moving on, as I'm eager to complete my tasks. I wonder if I’ve missed anything crucial! I'll perform the git status check to confirm that everything's committed, and then I’ll go through my to-do list to see if there's anything left hanging. I'm determined to stay organized!

git status --short --branch && curl -fsS http://127.0.0.1:8000/api/health && printf '\n' && curl -fsS -o /dev/null -w 'frontend=%{http_code}\n' http://127.0.0.1:5173/planning/budget/expenses/actual


Output:
## feat/budget-workflow-help-ux...origin/feat/budget-workflow-help-ux
{"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}
frontend=200


todo

Preflight: Branch, Git-Status, relevante Budget-Routen/UI/API/Tests inventarisieren

RED-Tests für Effektive-Ausgaben-Route/Navigation, Transferlogik, Geldfluss-Spalten, Help UX schreiben und erwartete Failures prüfen

Bugfix Effektive Ausgaben Route/Links/API/Empty State implementieren

Transfer-/Haushalt-/True-Wealth-Cash-Modell fachlich in UI/API/Review erklären; Konto nur Preview/Confirm/Audit vorbereiten, keine stillen Mutationen

Geldfluss-Spalten für Ausgaben/Einnahmen/Transfers und Transfer-Review verbessern

Zentrale Help-Texte + PageHelpButton/Dialog auf User-Seiten integrieren

Gezielte Tests grün machen; danach Full compile/pytest/npm test/build/scans/Git-Safety/diff-check

Dashboard neu starten, Browser-/Mobile-Sanity durchführen, Commit & Push, Abschlussbericht


## Budget Workflow Clarification & Help UX Sprint — abgeschlossen

**Branch:** `feat/budget-workflow-help-ux`
**Commit:** `0eebabba6cc18192a93be4d1301951551a98564a`
**Push:** ja, Remote-Hash passt exakt
**PR-Link:** https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-workflow-help-ux

---

## Ergebnis nach Anforderungen

- **Effektive-Ausgaben-Link gefixt:** ja
  `/planning/budget/expenses/actual` lädt direkt, über Desktop-Menü und Mobile-Link.

- **iPhone Navigation geprüft:** teilweise ja
  Automatisiert/DOM-seitig geprüft:
  - Mobile Bottom Link vorhanden
  - Mobile/Fallback-Menü-Link für Effektive Ausgaben in Tests abgesichert
  - Route direkt per Browser/HTTP `200`

  Kein physisches iPhone getestet — wie üblich, der Herr hat mir leider noch keinen echten Arm und Safari Remote Debugging verliehen.

- **Transferlogik dokumentiert/umgesetzt:** ja
  Fachlogik in UI, Review und Tests klargestellt:
  - Transfer ≠ Einnahme
  - Transfer ≠ Ausgabe
  - Kreditkartenausgleich zählt nicht als Ausgabe
  - True Wealth Überweisung zählt nicht als Konsumausgabe/Einkommen
  - Investment Transfer wird als eigener Transfer-Typ geführt

- **Haushalt 2026 Sicht geklärt:** ja
  UI erklärt jetzt:
  - Haushalt 2026 = aggregierte Budget-Sicht
  - reale Konten/Quellen bleiben getrennt filterbar
  - Raiffeisen, AKB, VISA, Migros, Manuell, True Wealth Cash werden nicht physisch in ein Konto gepresst

- **True Wealth Cash vorbereitet:** ja
  - Runtime read-only geprüft: `True Wealth Cash` existiert aktuell nicht.
  - Kein stilles Anlegen durchgeführt.
  - UI-Hinweis vorbereitet: produktiv nur über Preview → Confirm → Audit, ohne Beträge, ohne Import.
  - Transfer-Review schlägt bei True-Wealth-Fällen `True Wealth Cash` als Ziel vor.

- **Geldfluss-Spalten ergänzt:** ja
  - Ausgaben: Von Konto/Quelle, Händler/Empfänger, Kategorie, Währung, Herkunft, Status
  - Einnahmen/Geld Eingang: Eingangskonto, Von/Absender/Arbeitgeber, Kategorie, Herkunft
  - Transfers: Von Konto, Zu Konto, Beschreibung, Währung, Typ, Status, Audit/Verlauf

- **Transfer-Review verbessert:** ja
  Review zeigt jetzt verständlicher:
  - warum Transfer/Investment/Kreditkartenausgleich
  - Von Konto
  - vorgeschlagenes Zielkonto
  - Gegenbuchung ja/nein
  - Hinweis: zählt nicht in Budget-Ausgaben/Einnahmen
  - Aktionen bleiben auditiert, keine stillen Mutationen

- **Help-Funktion pro Seite:** ja
  Globaler `? Hilfe` Button im App-Shell/Header.

- **Zentrale Help-Texte:** ja
  Neu:
  - `frontend/src/help/pageHelp.ts`
  - `frontend/src/components/PageHelpButton.vue`

  Help-Texte zentral gepflegt mit:
  - Zweck
  - sichtbare Daten
  - Aktionen
  - Ausschlüsse
  - Warnhinweise

---

## Implementierte Kernpunkte

### Navigation / Effektive Ausgaben

Geprüft und abgesichert:

- Route existiert
- Router-Konfiguration funktioniert
- Desktop Sidebar Link funktioniert
- Mobile Bottom Link vorhanden
- Fullscreen/Fallback-Mobile-Link in Tests abgesichert
- Lazy Import funktioniert
- Komponente vorhanden
- API-Aufruf erfolgreich
- Seite lädt ohne JS-Fehler
- confirmed-only Ausgabenliste oder Empty State vorhanden

### Transfers

Neu/erweitert:

- API: `GET /api/budget/transfers`
- Frontend-Route: `/planning/budget/transfers`
- UI-Seite: Transfers
- Transfer-Typen:
  - `internal_transfer`
  - `credit_card_payment`
  - `investment_transfer`
  - `other_transfer`
- Migration auf Schema-Version `27`
- Transfer-Tabelle zeigt Von/Zu-Konto und Transfer-Typ

### Help UX

Help verfügbar für User-Seiten u.a.:

- Command Center
- Portfolio
- Crypto
- Aktien & ETFs
- Wallets
- Position hinzufügen
- Budget Übersicht
- Effektive Ausgaben
- Buchungen prüfen
- Einkünfte / Effektive Einnahmen
- Daten-Explorer
- Budgetstatus
- Budget vs Ist
- Kategorieanalyse
- Monatsvergleich
- Kategorien & Tags
- Regeln / Händler
- Reports
- Transfers

---

## Tests / Build / Safety

### Backend

- **Python compile:** OK
- **pytest full:** `436 passed`

Neue Backend-Tests decken ab:

- AKB/Raiffeisen Transfer zählt nicht als Income/Expense
- Kreditkartenausgleich zählt nicht als Expense
- True Wealth Transfer zählt nicht als Expense
- True Wealth Cash Zielkonto per Preview/Confirm vorbereitet
- Transfer Confirm schreibt Audit
- Transfer-Liste zeigt Von/Zu-Konto

### Frontend

- **npm test full:** `72 passed`
- **npm run build:** OK

Neue Frontend-Tests decken ab:

- Effektive-Ausgaben-Link Desktop/Mobile/Fallback
- Route rendert und Empty State funktioniert
- Ausgabenliste zeigt Geldfluss-Spalten
- Einnahmenliste zeigt Eingangskonto/Absender/Herkunft
- Transfersliste zeigt Von/Zu-Konto
- Help Button vorhanden
- Help Dialog öffnet
- Help erwähnt Confirm, Transfers und confirmed-only

### Safety

- **Source Secret Scan:** OK
- **Frontend Build Secret Scan:** OK
- **Git-Safety:** OK
- **git diff --check:** OK
- **Runtime-DB ins Git:** nein
- **Echte CSV/XLS/PDF ins Git:** nein
- **API-Keys ins Frontend:** nein
- **Produktiver Bulk Confirm:** nein
- **Massenbuchungen:** nein
- **Stille Mutationen:** nein

---

## Browser / Runtime Sanity

Dashboard neu gestartet:

- **Backend:** läuft, Health `200`
- **Frontend:** läuft, Route `200`
- **Tailscale/Frontend:** erreichbar

Geprüfte Routen, alle `200`:

- `/`
- `/planning/budget/expenses/actual`
- `/planning/budget/expenses/review`
- `/planning/budget/transfers`
- `/planning/budget/income`
- `/planning/budget/analysis/data-explorer`
- `/planning/budget/analysis/categories`
- `/planning/budget/analysis/monthly`
- `/planning/budget/analysis/budget-vs-actual`
- `/planning/budget/rules`
- `/crypto`
- `/portfolio`
- `/equity`
- `/wallets`
- `/reports`

Browser-UAT:

- Effektive Ausgaben lädt
- Spalten für Geldfluss sichtbar
- Buchungen prüfen lädt
- Transfer-/Income-/True-Wealth Tabs sichtbar
- Transfer-Erklärung sichtbar
- Transfers-Seite lädt
- Einkünfte/Geld Eingang zeigt Eingangskonto/Absender/Herkunft
- keine JS-Fehler

---

## Offene Grenzen

- Kein echtes physisches iPhone getestet; Mobile-Verhalten wurde über Tests, DOM und Route-Sanity abgesichert.
- `True Wealth Cash` wurde **nicht produktiv angelegt**, weil das eine Mutation wäre. Es ist vorbereitet und muss später explizit per Preview → Confirm → Audit angelegt werden.
- Transfer-Audit-Detailansicht zeigt aktuell Hinweis „Audit vorhanden · Details später“; vollständiger Audit-Verlauf im Drawer bleibt Folgeschritt.
- Keine Fixkosten/Subscriptions gebaut — bewusst ausgelassen.

---

## Empfehlung nächster Sprint

Jetzt ist die Basis sauber genug für:

**Fixkosten/Subscriptions v1**

Empfohlener Startpunkt:
1. `True Wealth Cash` explizit per Preview → Confirm → Audit anlegen, falls gewünscht.
2. Danach Fixkosten-/Subscription-Kandidaten nur reviewpflichtig klassifizieren.
3. Keine automatische Massenbuchung; weiterhin Preview → Confirm → Audit.


[M G] backend und frontend neu starten bitte


Ich starte Backend und Frontend aus dem aktuellen FinanceManager-Branch neu und prüfe danach Health/HTTP.

Explanation:
**Restarting and inspecting processes**

Okay, it sounds like a restart is needed here, and I'm considering what tools we might rely on. Maybe I should check our skills, and there's a mention of Hermes and finance system architecture. It seems relevant, especially since the user is asking for something straightforward in FinanceManager. I should probably use the terminal and inspect the processes closely to see what’s loaded and available! Let's see where this takes us.

terminal

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
printf 'branch=' && git branch --show-current
for port in 8000 5173; do
  pids=$(fuser -n tcp "$port" 2>/dev/null || true)
  if [ -n "$pids" ]; then
    echo "stopping port $port: $pids"
    kill $pids 2>/dev/null || true
  else
    echo "port $port already free"
  fi
done
sleep 1
for port in 8000 5173; do
  pids=$(fuser -n tcp "$port" 2>/dev/null || true)
  if [ -n "$pids" ]; then
    echo "force stopping port $port: $pids"
    kill -9 $pids 2>/dev/null || true
  fi
done
printf 'ports cleaned\n'


Output:
branch=feat/budget-workflow-help-ux
stopping port 8000:  592184
stopping port 5173:  592221
ports cleaned


Output: Background process started


Output: Background process started


set -euo pipefail
backend=$(curl -fsS http://127.0.0.1:8000/api/health)
front_local=$(curl -fsS -o /dev/null -w '%{http_code}' http://127.0.0.1:5173/)
front_expenses=$(curl -fsS -o /dev/null -w '%{http_code}' http://127.0.0.1:5173/planning/budget/expenses/actual)
front_tailscale=$(curl -fsS -o /dev/null -w '%{http_code}' http://100.85.29.67:5173/)
printf 'backend=%s\nfrontend_local=%s\nfrontend_expenses=%s\nfrontend_tailscale=%s\n' "$backend" "$front_local" "$front_expenses" "$front_tailscale"


Output:
backend={"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}
frontend_local=200
frontend_expenses=200
frontend_tailscale=200


Erledigt, Sir.

- **Branch:** `feat/budget-workflow-help-ux`
- **Backend neu gestartet:** ja
  - PID: `592963`
  - Health: `ok`
  - Mode: `read-only`
- **Frontend neu gestartet:** ja
  - PID: `592976`
  - Lokal: `200`
  - Effektive Ausgaben Route: `200`
  - Tailscale Frontend: `200`

Links:
- Lokal: `http://127.0.0.1:5173`
- Tailscale: `http://100.85.29.67:5173`
- Effektive Ausgaben: `http://100.85.29.67:5173/planning/budget/expenses/actual`


[M G] [IMPORTANT: Background process proc_9e35527ffbaf matched watch pattern "Application startup complete".
Command: source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
unset JARVIS_FINANCE_DB_PATH
PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000
Matched output:
INFO:     Application startup complete.]


Das ist die ältere Backend-Session `proc_9e35527ffbaf` aus dem vorherigen Startlauf.

Aktueller Stand nach dem letzten Neustart:

- **Aktives Backend:** `proc_0ac4ac706882`
- **PID:** `592963`
- **Health:** OK
- **Aktives Frontend:** `proc_a070460a83e9`
- **PID:** `592976`
- **Frontend lokal/Tailscale:** OK

Die Meldung ist also nur ein verspätetes Watch-Pattern-Signal der alten Session, kein Fehler.


[M G] bist du noch dran das backend und frontend neu zu starten? ich komme nicht auf das dashboard: Read-only · lokale Runtime-Daten
Command Center

Lädt automatisch lokale FastAPI-/Runtime-Daten. Provider-Refreshes bleiben verboten.
FastAPI verbunden: neinRuntime-DB verfügbar: neinExterne Provider beim Rendern: nein
Backend nicht erreichbar

Backend nicht erreichbar oder Runtime-DB nicht verfügbar.

Backend starten:
cd /home/agent/.hermes/repos/FinanceManager source ~/jarvis_runtime/finance-system/venv/bin/activate PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000

Frontend starten:
cd /home/agent/.hermes/repos/FinanceManager/frontend npm install VITE_API_BASE_URL=http://<tailscale-host>:5173 npm run dev -- --host 0.0.0.0 --port 5173


Ich prüfe jetzt live Ports, Prozesszustand, Frontend-API-Base und Tailscale-Erreichbarkeit. Wenn die Ursache die falsche Vite-API-URL ist, starte ich Frontend mit explizitem Backend-Port neu.

Explanation:
**Inspecting API issues**

I need to take action and inspect the processes and logs. There's a possibility that the API base for the frontend environment is incorrect. The message indicates that the backend isn't reachable from the browser, which could mean the VITE_API_BASE_URL is pointing to :5173 instead of :8000. I need to verify this and check that the backend hosted at 0.0.0.0 is functioning correctly. I should use appropriate tools to troubleshoot.

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
printf 'branch=' && git branch --show-current
printf '\nprocesses on ports:\n'
for port in 8000 5173; do echo "-- $port"; fuser -v -n tcp "$port" 2>&1 || true; done
printf '\nhealth local:\n'
curl -sS -m 5 -w '\nHTTP=%{http_code}\n' http://127.0.0.1:8000/api/health || true
printf '\nhealth tailscale backend:\n'
curl -sS -m 5 -w '\nHTTP=%{http_code}\n' http://100.85.29.67:8000/api/health || true
printf '\nfrontend env references in source/config:\n'
python - <<'PY'
from pathlib import Path
for p in [Path('frontend/.env'), Path('frontend/.env.local'), Path('frontend/vite.config.ts'), Path('frontend/src/api/client.ts')]:
    if p.exists():
        print('\n##', p)
        txt=p.read_text(errors='ignore')
        for line in txt.splitlines():
            if 'VITE_API' in line or 'API_BASE' in line or 'localhost' in line or '127.0.0.1' in line:
                print(line)
PY


Output:
branch=feat/budget-workflow-help-ux

processes on ports:
-- 8000
                     BEN.        PID ZUGR.  BEFEHL
8000/tcp:            agent     592963 F.... uvicorn
-- 5173
                     BEN.        PID ZUGR.  BEFEHL
5173/tcp:            agent     592999 F.... node

health local:
{"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}
HTTP=200

health tailscale backend:
{"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}
HTTP=200

frontend env references in source/config:

## frontend/vite.config.ts
  server: { proxy: { '/api': 'http://127.0.0.1:8000' } },

## frontend/src/api/client.ts
const DEFAULT_API_BASE_URL = 'http://127.0.0.1:8000'
export const API_BASE_URL = (import.meta.env.VITE_API_BASE_URL as string | undefined) || DEFAULT_API_BASE_URL
  const url = `${API_BASE_URL}${path}`
  const url = `${API_BASE_URL}${path}`


Ursache gefunden: Backend läuft und ist über Tailscale erreichbar, aber das Frontend wurde ohne `VITE_API_BASE_URL` gestartet. Dadurch versucht dein iPhone im Browser `127.0.0.1:8000` zu erreichen — also dein iPhone selbst. Herrlich klassisch.

Ich starte das Frontend jetzt neu mit:

`VITE_API_BASE_URL=http://100.85.29.67:8000`

Explanation:
**Resolving API connection issue**

I’m dealing with an issue where the iPhone is trying to call the frontend at 127.0.0.1:8000, which isn’t reaching the backend. I need to restart the frontend using VITE_API_BASE_URL set to http://100.85.29.67:8000. It seems like there might be a problem with the default source code for remote access. I’ll also make sure to verify that the built JavaScript contains everything it should. This needs careful attention!

set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
# keep backend if healthy; restart frontend with tailscale API base
pids=$(fuser -n tcp 5173 2>/dev/null || true)
if [ -n "$pids" ]; then kill $pids 2>/dev/null || true; fi
sleep 1
pids=$(fuser -n tcp 5173 2>/dev/null || true)
if [ -n "$pids" ]; then kill -9 $pids 2>/dev/null || true; fi
printf 'frontend_port_cleaned\n'


export VITE_API_BASE_URL=http://100.85.29.67:8000
npm run dev -- --host 0.0.0.0 --port 5173


Output: Background process started


set -euo pipefail
printf 'backend_local='; curl -fsS -o /dev/null -w '%{http_code}\n' http://127.0.0.1:8000/api/health
printf 'backend_tailscale='; curl -fsS -o /dev/null -w '%{http_code}\n' http://100.85.29.67:8000/api/health
printf 'frontend_local='; curl -fsS -o /dev/null -w '%{http_code}\n' http://127.0.0.1:5173/
printf 'frontend_tailscale='; curl -fsS -o /dev/null -w '%{http_code}\n' http://100.85.29.67:5173/
printf 'frontend_expenses_tailscale='; curl -fsS -o /dev/null -w '%{http_code}\n' http://100.85.29.67:5173/planning/budget/expenses/actual
printf '\napi base in served app:\n'
python - <<'PY'
import urllib.request,re
html=urllib.request.urlopen('http://127.0.0.1:5173/',timeout=5).read().decode()
print('html_ok', bool(html))
# Vite serves source transformed; inspect client source endpoint
src=urllib.request.urlopen('http://127.0.0.1:5173/src/api/client.ts',timeout=5).read().decode(errors='ignore')
print('contains_tailscale_api_base=', '100.85.29.67:8000' in src)
print(src[:500])
PY


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


curl -fsS -o /dev/null -w 'backend_local=%{http_code}\n' http://127.0.0.1:8000/api/health

curl -fsS -o /dev/null -w 'backend_tailscale=%{http_code}\n' http://100.85.29.67:8000/api/health

curl -fsS -o /dev/null -w 'frontend_tailscale=%{http_code}\n' http://100.85.29.67:5173/


python - <<'PY'
import urllib.request
src=urllib.request.urlopen('http://127.0.0.1:5173/src/api/client.ts',timeout=5).read().decode(errors='ignore')
print('contains_tailscale_api_base=', '100.85.29.67:8000' in src)
print('contains_localhost_default=', '127.0.0.1:8000' in src)
PY


Output:
contains_tailscale_api_base= True
contains_localhost_default= True