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

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

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

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

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

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

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

stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1208ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  693ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  423ms
stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1689ms
     ✓ renders filters, KPI cards and confirmed transaction table  1004ms
     ✓ opens a detail dialog on row click  683ms
stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1639ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  541ms
     ✓ renders transactions workflow and confirms via API after preview summary  692ms
stderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/MobileUx.test.ts (5 tests) 1459ms
     ✓ keeps desktop sidebar but exposes compact mobile navigation points  325ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  632ms
 ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 3201ms
     ✓ shows source-aware review tabs and candidate type actions  893ms
     ✓ marks a candidate as credit card payment through audited type action  901ms
     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  723ms
     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  682ms
stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > central help text covers purpose actions exclusions and opens from app shell
[Vue warn]: injection "Symbol(route location)" not found.
  at <AppLayout ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetWorkflowHelpUx.test.ts (5 tests) 2694ms
     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1226ms
     ✓ renders transfer review explanations including True Wealth target and non-budget effect  740ms
     ✓ renders transfer list with from/to accounts  335ms
 ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 883ms
     ✓ shows tabs, household summary, empty editable ERNE template and mobile cards  359ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 709ms
     ✓ auto-loads crypto positions and opens detail drawer from a row click  307ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 735ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  353ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3875ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  961ms
     ✓ shows review candidates without technical user-mode fields  844ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  669ms
     ✓ renders category analysis and links category drilldown to data explorer  399ms
     ✓ keeps budget vs actual separated from import review and based on budget status rows  335ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 513ms
 ✓ src/pages/PositionAddPage.test.ts (4 tests) 579ms
 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 492ms
 ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 617ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 487ms
     ✓ loads local runtime data automatically and refreshes on demand  377ms
 ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 520ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/planning"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/review"
[Vue Router warn]: No match found for location with path "/planning/budget/transfers"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/data-explorer"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"

 ✓ src/App.test.ts (1 test) 450ms
     ✓ renders the user dashboard shell  447ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 153ms
 ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 158ms
 ✓ src/utils/formatters.test.ts (2 tests) 17ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 247ms
 ✓ src/api/client.test.ts (2 tests) 5ms

 Test Files  22 passed (22)
      Tests  82 passed (82)
   Start at  11:04:52
   Duration  9.82s (transform 5.67s, setup 4.94s, import 9.97s, tests 22.33s, environment 23.85s)

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

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

transforming...✓ 362 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                   0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2            35.14 kB
dist/assets/primeicons-MpK4pl85.ttf              84.98 kB
dist/assets/primeicons-WjwUDZjB.woff             85.05 kB
dist/assets/primeicons-DMOk5skT.eot              85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB
dist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB
dist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB
dist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB
dist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB
dist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-DCbmckFL.js                0.35 kB │ gzip:   0.27 kB
dist/assets/FilterToolbar-C1ypIJDx.js             0.41 kB │ gzip:   0.29 kB
dist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-C-vcEwzw.js                    0.56 kB │ gzip:   0.26 kB
dist/assets/cash-CxElzdHi.js                      0.62 kB │ gzip:   0.29 kB
dist/assets/positions-BWzv-kkk.js                 0.70 kB │ gzip:   0.28 kB
dist/assets/ChartPanel-CaSFlQje.js                0.71 kB │ gzip:   0.45 kB
dist/assets/SectionCard-enYjvtlq.js               0.72 kB │ gzip:   0.46 kB
dist/assets/RoadmapPage-feZIwsMc.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-BI0XgQB2.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-BUu8ivxd.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-DriTxaGT.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-DlPIdSjr.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-pqjfWJQL.js            1.20 kB │ gzip:   0.73 kB
dist/assets/toolbar-B-Asa5N_.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-50SG2HwA.js                   1.45 kB │ gzip:   0.80 kB
dist/assets/AllocationBars-DD2TKc26.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-DvYLzN52.js               1.83 kB │ gzip:   1.02 kB
dist/assets/card-Dgg18SIm.js                      2.00 kB │ gzip:   0.68 kB
dist/assets/LocalDataStatus-BCqIvNmO.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-4aU3iJ74.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-CeHXzm6b.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/BudgetTransfersPage-xteukpTS.js       3.71 kB │ gzip:   1.66 kB
dist/assets/PortfolioPage-vmCbFd6i.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CommandCenter-qzMMAFjL.js             5.19 kB │ gzip:   2.18 kB
dist/assets/CategoryAnalysisPage-BGftZfpy.js      5.36 kB │ gzip:   2.18 kB
dist/assets/MonthlyComparisonPage-guHtudXg.js     5.47 kB │ gzip:   2.10 kB
dist/assets/WalletsPage-G2rbM4Un.js               5.77 kB │ gzip:   2.44 kB
dist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB
dist/assets/BudgetVsActualPage-CHaa2Drv.js        6.76 kB │ gzip:   2.39 kB
dist/assets/BudgetOverviewPage-BVhGTYE9.js        6.88 kB │ gzip:   2.73 kB
dist/assets/BudgetStatusPage-BT873IVG.js          7.13 kB │ gzip:   2.60 kB
dist/assets/BudgetSetupPage-CvvV8tWZ.js           8.66 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-D1o0VzEa.js           9.00 kB │ gzip:   2.75 kB
dist/assets/DataExplorerPage-buoFwcGs.js          9.86 kB │ gzip:   3.45 kB
dist/assets/BudgetRecurringPage-Ci5KM0Kg.js       9.87 kB │ gzip:   3.14 kB
dist/assets/BudgetCategoriesPage-BpWJliyj.js     12.46 kB │ gzip:   4.01 kB
dist/assets/message-CokfUFLL.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/BudgetPlanningPage-BC3-e3LO.js       16.59 kB │ gzip:   5.18 kB
dist/assets/CryptoPage-CJB-2aIc.js               17.46 kB │ gzip:   5.39 kB
dist/assets/BudgetTransactionsPage-B9yt9_x0.js   19.89 kB │ gzip:   6.44 kB
dist/assets/EquityPage-BRgzlZsg.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-DrapffaH.js          20.98 kB │ gzip:   5.89 kB
dist/assets/BudgetIncomePage-DBx7gDCS.js         32.63 kB │ gzip:   8.22 kB
dist/assets/BudgetImportReviewPage-DfV7FRhb.js   40.31 kB │ gzip:  11.50 kB
dist/assets/tag-BT5AClpn.js                      84.52 kB │ gzip:  20.08 kB
dist/assets/datatable-Q3mNV1d9.js               305.76 kB │ gzip:  63.58 kB
dist/assets/index-2PWAXjKg.js                   629.43 kB │ gzip: 176.73 kB

✓ built in 1.57s
[plugin builtin:vite-reporter]
(!) Some chunks are larger than 500 kB after minification. Consider:
- Using dynamic import() to code-split the application
- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting
- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.


Backend/Frontend Full Tests grün. Ich ergänze noch Budgetstatus-Felder und sichtbaren Daten-Explorer-Filter, damit die geforderte Integration nicht nur API-seitig existiert.

from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py')
s=p.read_text(); i=s.find('def get_budget_status_by_category')
print(s[i:i+2400])


Output:
def get_budget_status_by_category(conn: Connection, *, year: str = "2026") -> list[dict]:
    meta = _category_meta(conn)
    plan_rows = conn.execute(
        """
        SELECT p.*, c.name AS category_name, c.category_type, c.sort_order
        FROM budget_plan_items p
        JOIN budget_categories c ON c.category_id=p.category_id
        WHERE p.is_active=1 AND c.is_active=1 AND substr(p.plan_month,1,4)=?
        ORDER BY c.sort_order, c.name, p.name
        """,
        (year,),
    ).fetchall()
    tx_rows = conn.execute(
        """
        SELECT category_id, transaction_date, COALESCE(amount_chf, amount_original, '0') AS amount
        FROM budget_transactions
        WHERE status='confirmed' AND substr(transaction_date,1,4)=?
          AND transaction_type IN ('income','refund','expense','fee')
        """,
        (year,),
    ).fetchall()
    actual: dict[str, tuple[Decimal, set[str]]] = {}
    monthly_actuals: dict[str, dict[str, Decimal]] = {}
    rollup_child_ids: dict[str, set[str]] = {}

    def add_actual(category_id: str, amount: Decimal, month_no: str, source_child: str | None = None) -> None:
        total, months = actual.get(category_id, (Decimal("0"), set()))
        months.add(month_no)
        actual[category_id] = (total + amount, months)
        monthly_actuals.setdefault(category_id, {})[month_no] = monthly_actuals.setdefault(category_id, {}).get(month_no, Decimal("0")) + amount
        if source_child:
            rollup_child_ids.setdefault(category_id, set()).add(source_child)

    grouped: dict[str, dict] = {}
    for row in tx_rows:
        category_id = str(row["category_id"] or "")
        if not category_id or category_id not in meta:
            continue
        amount = Decimal(str(row["amount"] or "0"))
        month_no = str(row["transaction_date"] or "")[5:7]
        add_actual(category_id, amount, month_no)
        cat = meta[category_id]
        grouped.setdefault(category_id, {"category_id": category_id, "category": cat["name"], "category_type": cat["category_type"], "sort_order": cat.get("sort_order") or 999, "budget_month": Decimal("0"), "budget_year": Decimal("0"), "plans": [], "has_plan": False, "is_rollup": False})
        for ancestor_id in _ancestor_ids(category_id, meta):
            ancestor = meta[ancestor_id]
            add_actual(ancestor_id, amount, month_no, category_id)
            grouped.setdefau


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py')
s=p.read_text(); i=s.find('    status_rows = []')
print(s[i:i+3200])


from pathlib import Path
s=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text()
for term in ['rows = []','monthly_analysis','forecast_year']:
 print(term, s.find(term, s.find('def get_budget_status_by_category')))


Output:
rows = [] -1
monthly_analysis 11784
forecast_year 10588


from pathlib import Path
s=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text(); i=10000
print(s[i:i+3000])


Output:
   bm = _monthly_plan_amount(plan)
        by = _annual_plan_amount(plan)
        item["budget_month"] += bm
        item["budget_year"] += by
        item["plans"].append(plan["name"])
        item["has_plan"] = True
    results: list[dict] = []
    for category_id, item in grouped.items():
        actual_year, month_set = actual.get(category_id, (Decimal("0"), set()))
        months = len(month_set)
        if actual_year == 0 and not item["has_plan"]:
            continue
        denom = _months_denominator(year, months)
        actual_avg = actual_year / Decimal(denom)
        forecast_year = actual_avg * Decimal("12") if actual_year else Decimal("0")
        forecast_month = forecast_year / Decimal("12") if forecast_year else Decimal("0")
        deviation = forecast_year - item["budget_year"]
        status = _status(item["category_type"], item["budget_year"], forecast_year, actual_year, months)
        category_monthly = monthly_actuals.get(category_id, {})
        current_month_no = f"{date.today().month:02d}" if str(date.today().year) == year else "12"
        results.append({
            "category_id": category_id,
            "category": item["category"],
            "category_type": item["category_type"],
            "budget_month": _fmt(item["budget_month"]) if item["has_plan"] else None,
            "budget_year": _fmt(item["budget_year"]) if item["has_plan"] else None,
            "has_budget": bool(item["has_plan"]),
            "purpose": "category_control",
            "actual_current_month": _fmt(category_monthly.get(current_month_no, Decimal("0"))),
            "actual_year_to_date": _fmt(actual_year),
            "monthly_actuals": {f"{m:02d}": _fmt(category_monthly.get(f"{m:02d}", Decimal("0"))) for m in range(1, 13)},
            "monthly_analysis": _monthly_analysis(item["category_type"], year, item["budget_month"] if item["has_plan"] else Decimal("0"), category_monthly),
            "actual_avg_month": _fmt(actual_avg),
            "forecast_year": _fmt(forecast_year),
            "forecast_avg_month": _fmt(forecast_month),
            "deviation_year": _fmt(deviation),
            "deviation_month": _fmt(deviation / Decimal("12")),
            "status": status,
            "status_hint": "Ausgaben vorhanden, aber kein Budgetplan" if status == "ohne Budget" and item["category_type"] != "income" else ("Einnahmen vorhanden, aber kein Budgetplan" if status == "ohne Budget" else ""),
            "months_with_bookings": months,
            "plan_names": item["plans"],
            "is_rollup": bool(item.get("is_rollup")),
            "rollup_child_count": len(rollup_child_ids.get(category_id, set())),
        })
    results.sort(key=lambda r: (0 if r["category_type"] == "income" else 1, meta.get(r["category_id"], {}).get("sort_order") or 999, r["category"]))
    try:
        from jarvis_finance.services.budget_planning import get_budget_planning_matrix
        planning_by_id = {row["category_id"]: row for row in get_budget_plan


from pathlib import Path
s=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text(); i=s.find('planning_by_id')
print(s[i:i+1600])


Output:
planning_by_id = {row["category_id"]: row for row in get_budget_planning_matrix(conn, year=year).get("rows", [])}
        for row in results:
            planning = planning_by_id.get(row["category_id"])
            if not planning or row.get("category_type") != "expense":
                continue
            row.update({
                "budget_month": planning.get("budget_month_chf"),
                "budget_year": planning.get("budget_year_chf"),
                "forecast_year": planning.get("budget_adjusted_forecast_chf"),
                "linear_forecast": planning.get("linear_forecast_chf"),
                "actual_2025_year": planning.get("previous_year_total_chf"),
                "previous_year_total": planning.get("previous_year_total_chf"),
                "previous_year_months": planning.get("previous_year_months"),
                "deviation_previous_year": planning.get("forecast_vs_previous_year_chf"),
                "deviation_year": planning.get("forecast_vs_budget_chf"),
                "status": row.get("status") if planning.get("status") == "Budget fehlt" else (planning.get("status") or row.get("status")),
                "data_explorer_url": planning.get("data_explorer_url"),
                "effective_expenses_url": planning.get("effective_expenses_url"),
                "monthly_chart": planning.get("monthly_chart"),
                "has_previous_year": planning.get("has_previous_year"),
            })
    except Exception:
        pass
    return results

def get_category_month_detail(conn: Connection, *, category_id: str, month: str) -> dict:
    i


patch

                "has_previous_year": planning.get("has_previous_year"),
                "known_recurring_month_chf": planning.get("known_recurring_month_chf"),
                "known_recurring_year_chf": planning.get("known_recurring_year_chf"),
                "fixed_cost_quote_percent": planning.get("fixed_cost_quote_percent"),
                "variable_actual_year_to_date_chf": planning.get("variable_actual_year_to_date_chf"),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py
@@ -298,6 +298,10 @@
                 "effective_expenses_url": planning.get("effective_expenses_url"),
                 "monthly_chart": planning.get("monthly_chart"),
                 "has_previous_year": planning.get("has_previous_year"),
+                "known_recurring_month_chf": planning.get("known_recurring_month_chf"),
+                "known_recurring_year_chf": planning.get("known_recurring_year_chf"),
+                "fixed_cost_quote_percent": planning.get("fixed_cost_quote_percent"),
+                "variable_actual_year_to_date_chf": planning.get("variable_actual_year_to_date_chf"),
             })
     except Exception:
         pass

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py was modified by sibling subagent '20260518_225957_6a6bcf' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.


Explanation:
**Considering UI filters**

I’m thinking about the data explorer UI and whether I should skip it. But then I come across "filter erweitern," which means "expand filters" in German. I wonder if I need to add a select option for a new page. I should take a look at the smaller filters to see if there’s anything I’m missing. It's a bit tricky to navigate all of this, but I want to make sure I get it right!


1|<template>
     2|

     3|    <PageHeader eyebrow="Analyse" title="Daten-Explorer" description="Flexible Auswertung bestätigter Budget-Transaktionen. Kandidaten, Transfers und abgedeckte Importzeilen zählen nicht.">
     4|      <template #actions><Button label="CSV Export" icon="pi pi-download" disabled :title="data?.export.message || 'Runtime-only Export folgt später'" /></template>
     5|    </PageHeader>
     6|
     7|    <FilterToolbar>
     8|      <Select v-model="filters.year" :options="years" class="w-32" @change="load" />
     9|      <InputText v-model="filters.month" placeholder="Monat YYYY-MM" class="w-40" @keyup.enter="load" />
    10|      <Select v-model="filters.type" :options="typeOptions" optionLabel="label" optionValue="value" class="w-40" @change="load" />
    11|      <Select v-model="filters.category_id" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Kategorie" class="w-56" showClear @change="load" />
    12|      <Select v-model="filters.account_id" :options="accountOptions" optionLabel="label" optionValue="value" placeholder="Konto" class="w-44" showClear @change="load" />
    13|      <InputText v-model="filters.merchant" placeholder="Händler / Quelle" class="w-44" @keyup.enter="load" />
    14|      <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" @keyup.enter="load" />
    15|      <InputText v-model="filters.tag" placeholder="Tag" class="w-32" @keyup.enter="load" />
    16|      <InputText v-model="filters.search" placeholder="Suche" class="w-52" @keyup.enter="load" />
    17|      <Button label="Anwenden" icon="pi pi-filter" @click="load" />
    18|    </FilterToolbar>
    19|
    20|

    21|      <Card v-for="card in kpiCards" :key="card.label" class="border border-slate-200 shadow-sm">
    22|        <template #content>
    23|
{{ card.label }}

    24|
{{ card.value }}

    25|        </template>
    26|      </Card>
    27|

    28|
    29|

    30|      <SectionCard title="Top Händler" description="Summe, Durchschnitt, letzte Buchung und Veränderung gegenüber Vormonat.">
    31|        <Chart v-if="merchantChartData" type="bar" :data="merchantChartData" :options="barOptions" class="h-72" />
    32|        <DataTable :value="data?.top_merchants || []" size="small" class="jarvis-data-table mt-3" data-testid="merchant-analysis-table">
    33|          <Column field="merchant" header="Händler" />
    34|          <Column field="transaction_count" header="Anzahl" bodyClass="text-right" />
    35|          <Column header="Summe" bodyClass="amount-cell"><template #body="{ data: row }">{{ formatMoney(row.sum_chf) }}</template></Column>
    36|          <Column header="Ø" bodyClass="amount-cell"><template #body="{ data: row }">{{ formatMoney(row.average_chf) }}</template></Column>
    37|          <Column field="top_category" header="häufigste Kategorie" />
    38|        </DataTable>
    39|      </SectionCard>
    40|      <SectionCard title="Fix vs Variabel Vorbereitung" description="Noch kein Fixkostenmodul; vorhandene Markierungen werden angezeigt, sonst nicht klassifiziert.">
    41|

    42|
Fixkostenquote: {{ data?.fixed_variable.fixed_cost_ratio_percent || '0.00' }} %

    43|
Status: {{ data?.fixed_variable.classification_status || 'noch nicht klassifiziert' }}

    44|
Fixkosten: {{ formatMoney(data?.fixed_variable.fixed_cost_chf || '0') }}

    45|
Variable Ausgaben: {{ formatMoney(data?.fixed_variable.variable_chf || '0') }}

    46|
Einmalig: {{ formatMoney(data?.fixed_variable.one_off_chf || '0') }}

    47|
Nicht klassifiziert: {{ formatMoney(data?.fixed_variable.unclassified_chf || '0') }}

    48|

    49|        <Message severity="info" :closable="false" class="mt-3">{{ data?.export.message || 'CSV Export wird nur runtime-only vorbereitet.' }}</Message>
    50|      </SectionCard>
    51|

    52|
    53|    <SectionCard title="Bestätigte Transaktionen" description="Nur confirmed income/expense. Keine Kandidaten, Transfers oder covered-by-Migros-Doppelzählung.">
    54|      <DataTable :value="data?.transactions || []" size="small" stripedRows paginator :rows="25" class="jarvis-data-table" data-testid="data-explorer-table" @row-click="openRow">
    55|        <Column field="transaction_date" header="Datum" sortable />
    56|        <Column field="flow_label" header="Typ"><template #body="{ data: row }"><Tag :value="row.flow_label" :severity="row.transaction_type === 'income' || row.transaction_type === 'refund' ? 'success' : 'danger'" rounded /></template></Column>
    57|        <Column field="merchant_display_name" header="Händler / Quelle" sortable />
    58|        <Column field="description" header="Beschreibung" />
    59|        <Column field="category_name" header="Kategorie" />
    60|        <Column field="account_name" header="Konto" />
    61|        <Column header="Tags"><template #body="{ data: row }">{{ (row.tag_names || []).join(', ') || '—' }}</template></Column>
    62|        <Column field="amount_original" header="Betrag" bodyClass="amount-cell"><template #body="{ data: row }">{{ formatMoney(row.amount_original) }}</template></Column>
    63|        <Column field="currency_original" header="Währung" />
    64|        <Column field="amount_chf" header="CHF-Wert" bodyClass="amount-cell"><template #body="{ data: row }">{{ formatMoney(row.amount_chf || row.amount_original) }}</template></Column>
    65|        <Column field="source_type" header="Quelle" />
    66|        <Column field="status" header="Status"><template #body="{ data: row }"><Tag :value="row.status" severity="info" rounded /></template></Column>
    67|        <template #empty>
Keine bestätigten Buchungen für diese Filter.
</template>
    68|      </DataTable>
    69|    </SectionCard>
    70|
    71|    <Dialog v-model:visible="detailVisible" modal appendTo="self" header="Buchungsdetail" class="w-[min(96vw,48rem)]">
    72|

    73|
{{ selected.merchant_display_name || selected.description }}

    74|

    75|

Datum

{{ selected.transaction_date }}

    76|

Kategorie

{{ selected.category_name || '—' }}

    77|

Konto

{{ selected.account_name || '—' }}

    78|

CHF-Wert

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

    79|

    80|        <Message severity="info" :closable="false">Kategorie/Tag ändern und Verlauf öffnen sind bestehende audited Transaktionsaktionen; direkte Inline-Editoren folgen als kleiner Folgeausbau.</Message>
    81|

    82|      <template #footer><Button v-if="selected" as="a" :href="selected.transaction_type === 'income' ? '/planning/budget/income' : '/planning/budget/expenses/actual'" label="Zur Ist-Liste" /></template>
    83|    </Dialog>
    84|

    85|</template>
    86|
   131|


      <Select v-model="filters.source_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Quelle" class="w-36" showClear @change="load" />
      <Select v-model="filters.recurring_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Recurring" class="w-48" showClear @change="load" />
      <InputText v-model="filters.tag"

      <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" @keyup.enter="load" />
      <InputText v-model="filters.tag"


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
@@ -11,7 +11,8 @@
       <Select v-model="filters.category_id" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Kategorie" class="w-56" showClear @change="load" />
       <Select v-model="filters.account_id" :options="accountOptions" optionLabel="label" optionValue="value" placeholder="Konto" class="w-44" showClear @change="load" />
       <InputText v-model="filters.merchant" placeholder="Händler / Quelle" class="w-44" @keyup.enter="load" />
-      <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" @keyup.enter="load" />
+      <Select v-model="filters.source_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Quelle" class="w-36" showClear @change="load" />
+      <Select v-model="filters.recurring_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Recurring" class="w-48" showClear @change="load" />
       <InputText v-model="filters.tag" placeholder="Tag" class="w-32" @keyup.enter="load" />
       <InputText v-model="filters.search" placeholder="Suche" class="w-52" @keyup.enter="load" />
       <Button label="Anwenden" icon="pi pi-filter" @click="load" />

No linter for .vue files


Explanation:
**Fixing source options**

I realize I made a mistake by replacing source_type with recurringOptions incorrectly. It should actually be separate from the source options. To correct this, I need to ensure that source_type is separately input or set up for recurring selection. I'll focus on fixing that so it works properly. It’s important to get these technical details right! Let’s make the necessary adjustments to prevent any confusion down the line.

      <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" @keyup.enter="load" />
      <Select v-model="filters.recurring_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Recurring" class="w-48" showClear @change="load" />

      <Select v-model="filters.source_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Quelle" class="w-36" showClear @change="load" />
      <Select v-model="filters.recurring_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Recurring" class="w-48" showClear @change="load" />


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
@@ -11,7 +11,7 @@
       <Select v-model="filters.category_id" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Kategorie" class="w-56" showClear @change="load" />
       <Select v-model="filters.account_id" :options="accountOptions" optionLabel="label" optionValue="value" placeholder="Konto" class="w-44" showClear @change="load" />
       <InputText v-model="filters.merchant" placeholder="Händler / Quelle" class="w-44" @keyup.enter="load" />
-      <Select v-model="filters.source_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Quelle" class="w-36" showClear @change="load" />
+      <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" @keyup.enter="load" />
       <Select v-model="filters.recurring_type" :options="recurringOptions" optionLabel="label" optionValue="value" placeholder="Recurring" class="w-48" showClear @change="load" />
       <InputText v-model="filters.tag" placeholder="Tag" class="w-32" @keyup.enter="load" />
       <InputText v-model="filters.search" placeholder="Suche" class="w-52" @keyup.enter="load" />

No linter for .vue files


const typeOptions = [{ label: 'Beide', value: 'both' }, { label: 'Einnahmen', value: 'income' }, { label: 'Ausgaben', value: 'expense' }]
const recurringOptions = [{ label: 'Alle Recurring-Typen', value: '' }, { label: 'Fixkosten', value: 'fixed_cost' }, { label: 'Abo', value: 'subscription' }, { label: 'Wiederkehrend variabel', value: 'variable_recurring' }, { label: 'Einmalig', value: 'one_off' }, { label: 'Unbekannt', value: 'unknown' }]
const filters = reactive({ year: '2026', month: '', date_from: '', date_to: '', type: 'both', category_id: '', merchant: '', account_id: '', source_type: '', recurring_type: '', tag: '', amount_min: '', amount_max: '', search: '' })

const typeOptions = [{ label: 'Beide', value: 'both' }, { label: 'Einnahmen', value: 'income' }, { label: 'Ausgaben', value: 'expense' }]
const filters = reactive({ year: '2026', month: '', date_from: '', date_to: '', type: 'both', category_id: '', merchant: '', account_id: '', source_type: '', tag: '', amount_min: '', amount_max: '', search: '' })


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue
@@ -103,7 +103,8 @@
 import SectionCard from '@/components/ui/SectionCard.vue'
 const years = ['2026', '2025']
 const typeOptions = [{ label: 'Beide', value: 'both' }, { label: 'Einnahmen', value: 'income' }, { label: 'Ausgaben', value: 'expense' }]
-const filters = reactive({ year: '2026', month: '', date_from: '', date_to: '', type: 'both', category_id: '', merchant: '', account_id: '', source_type: '', tag: '', amount_min: '', amount_max: '', search: '' })
+const recurringOptions = [{ label: 'Alle Recurring-Typen', value: '' }, { label: 'Fixkosten', value: 'fixed_cost' }, { label: 'Abo', value: 'subscription' }, { label: 'Wiederkehrend variabel', value: 'variable_recurring' }, { label: 'Einmalig', value: 'one_off' }, { label: 'Unbekannt', value: 'unknown' }]
+const filters = reactive({ year: '2026', month: '', date_from: '', date_to: '', type: 'both', category_id: '', merchant: '', account_id: '', source_type: '', recurring_type: '', tag: '', amount_min: '', amount_max: '', search: '' })
 const data = ref<BudgetDataExplorer | null>(null)
 const categories = ref<BudgetCategory[]>([])
 const accounts = ref<BudgetAccount[]>([])

No linter for .vue files


Explanation:
**Updating DataExplorer test**

I think I need to update the DataExplorer test and possibly focus on the filters to be more precise. However, I want to ensure I have a complete approach later. It sounds like I might need an API router, maybe to compile everything and run it more effectively. I just want to be thorough in this process to get the best results! That’s important!

terminal

set -euo pipefail
source ~/jarvis_runtime/finance-system/venv/bin/activate
unset JARVIS_FINANCE_DB_PATH
PYTHONPATH=src pytest tests/unit/test_fixed_costs_subscriptions_v1.py -q
cd frontend
npm test -- --run src/pages/BudgetRecurringPage.test.ts src/pages/DataExplorerPage.test.ts
npm run build


Output:
......                                                                   [100%]
6 passed in 0.51s

> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/BudgetRecurringPage.test.ts src/pages/DataExplorerPage.test.ts

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

 ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 118ms
 ✓ src/pages/DataExplorerPage.test.ts (2 tests) 732ms
     ✓ renders filters, KPI cards and confirmed transaction table  442ms

 Test Files  2 passed (2)
      Tests  3 passed (3)
   Start at  11:07:32
   Duration  1.88s (transform 521ms, setup 271ms, import 648ms, tests 850ms, environment 1.07s)

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

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

transforming...✓ 362 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                   0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2            35.14 kB
dist/assets/primeicons-MpK4pl85.ttf              84.98 kB
dist/assets/primeicons-WjwUDZjB.woff             85.05 kB
dist/assets/primeicons-DMOk5skT.eot              85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB
dist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB
dist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB
dist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB
dist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB
dist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-Dc7rgo8y.js                0.35 kB │ gzip:   0.27 kB
dist/assets/FilterToolbar-CgVUuXQW.js             0.41 kB │ gzip:   0.29 kB
dist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-C-vcEwzw.js                    0.56 kB │ gzip:   0.26 kB
dist/assets/cash-CxElzdHi.js                      0.62 kB │ gzip:   0.29 kB
dist/assets/positions-BWzv-kkk.js                 0.70 kB │ gzip:   0.28 kB
dist/assets/ChartPanel-Dghd9i2w.js                0.71 kB │ gzip:   0.45 kB
dist/assets/SectionCard-PkTsK5vs.js               0.72 kB │ gzip:   0.46 kB
dist/assets/RoadmapPage-B2yUkSqt.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-CC4QbI1E.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-CrYTARwp.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-CcUco9VL.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-BzrTjDN7.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-B63RH0tt.js            1.20 kB │ gzip:   0.73 kB
dist/assets/toolbar-CJAwFfUK.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-Bh627O7J.js                   1.45 kB │ gzip:   0.80 kB
dist/assets/AllocationBars-DzaBrBbP.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-CxRJYXn6.js               1.83 kB │ gzip:   1.02 kB
dist/assets/card-_tOlIZEU.js                      2.00 kB │ gzip:   0.68 kB
dist/assets/LocalDataStatus-BIyNQaj1.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-9XeD420E.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-Du-qinUe.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/BudgetTransfersPage-J8Ek9vob.js       3.71 kB │ gzip:   1.66 kB
dist/assets/PortfolioPage-v6fEK2nl.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CommandCenter-DZQVPqX3.js             5.19 kB │ gzip:   2.18 kB
dist/assets/CategoryAnalysisPage-C-NUhu5c.js      5.36 kB │ gzip:   2.18 kB
dist/assets/MonthlyComparisonPage-B1LlzVOY.js     5.47 kB │ gzip:   2.10 kB
dist/assets/WalletsPage-DEfshNEt.js               5.77 kB │ gzip:   2.44 kB
dist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB
dist/assets/BudgetVsActualPage-D03NMhbY.js        6.76 kB │ gzip:   2.39 kB
dist/assets/BudgetOverviewPage-Ds1tohX5.js        6.88 kB │ gzip:   2.73 kB
dist/assets/BudgetStatusPage-C_NhNg2x.js          7.13 kB │ gzip:   2.60 kB
dist/assets/BudgetSetupPage-B5F3voBb.js           8.66 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-DQLywNpL.js           9.00 kB │ gzip:   2.75 kB
dist/assets/BudgetRecurringPage-CQQa36Vi.js       9.87 kB │ gzip:   3.13 kB
dist/assets/DataExplorerPage-D168Zy5D.js         10.35 kB │ gzip:   3.57 kB
dist/assets/BudgetCategoriesPage-DuN8X-TX.js     12.46 kB │ gzip:   4.01 kB
dist/assets/message-Dutctlb0.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/BudgetPlanningPage-r0V4GIX1.js       16.59 kB │ gzip:   5.17 kB
dist/assets/CryptoPage-_hgvUOnk.js               17.46 kB │ gzip:   5.39 kB
dist/assets/BudgetTransactionsPage-Cg0vNVYt.js   19.89 kB │ gzip:   6.44 kB
dist/assets/EquityPage-Deu4gT__.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-_wCu0OXC.js          20.98 kB │ gzip:   5.89 kB
dist/assets/BudgetIncomePage-CHP_VmXc.js         32.63 kB │ gzip:   8.22 kB
dist/assets/BudgetImportReviewPage-gCJ1I0j4.js   40.31 kB │ gzip:  11.50 kB
dist/assets/tag-DwHc1L3z.js                      84.52 kB │ gzip:  20.08 kB
dist/assets/datatable-e_Z_8VOW.js               305.76 kB │ gzip:  63.58 kB
dist/assets/index-Cgoj5fWU.js                   629.43 kB │ gzip: 176.75 kB

✓ built in 1.43s
[plugin builtin:vite-reporter]
(!) Some chunks are larger than 500 kB after minification. Consider:
- Using dynamic import() to code-split the application
- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting
- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.


Zieltests und Build nach Integration sind grün. Ich starte die finale vollständige Verifikationskette inklusive Scans.

todo

Preflight: Branch erstellen, Schema/Migrations/Transactions/Candidates/Merchant/Rules inventarisieren

RED-Tests: Recurring-Datenmodell, Kandidatenerkennung, Review/Confirm/Audit, Warnungen, Integration

Backend: append-only recurring schema, Detection-Service, Preview/Confirm Review, Active CRUD, Warnings, Budget/DataExplorer DTO-Erweiterungen

Frontend: Fixkosten & Abos Seite, Navigation, Kandidaten/Aktive/Warnungen/Manual-Flow, mobile Cards

Verifikation: compile, pytest, npm test/build, source/build secret scans, Git-Safety, diff-check


Restart/Tailscale Browser sanity, Commit, Push, Abschlussbericht


terminal

set -euo pipefail
source ~/jarvis_runtime/finance-system/venv/bin/activate
unset JARVIS_FINANCE_DB_PATH
PYTHONPATH=src python -m compileall -q src tests
PYTHONPATH=src pytest -q
cd frontend
npm test -- --run
npm run build


Output:
........................................................................ [ 15%]
........................................................................ [ 31%]
........................................................................ [ 46%]
........................................................................ [ 62%]
........................................................................ [ 77%]
........................................................................ [ 93%]
..............................                                           [100%]
462 passed in 45.60s

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

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

 ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 797ms
stderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

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

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

stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1282ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  655ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  462ms
stderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space
[Vue warn]: injection "Symbol(route location)" not found.
  at <AppLayout ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/MobileUx.test.ts (5 tests) 1390ms
     ✓ keeps desktop sidebar but exposes compact mobile navigation points  374ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  514ms
 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 2175ms
     ✓ shows Budget navigation instead of later placeholder  302ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  804ms
     ✓ renders transactions workflow and confirms via API after preview summary  875ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 827ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  326ms
stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > central help text covers purpose actions exclusions and opens from app shell
[Vue warn]: injection "Symbol(route location)" not found.
  at <AppLayout ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetWorkflowHelpUx.test.ts (5 tests) 3054ms
     ✓ keeps effective expenses route in desktop, mobile bottom and fallback menu links  334ms
     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1312ms
     ✓ renders transfer review explanations including True Wealth target and non-budget effect  851ms
     ✓ renders transfer list with from/to accounts  396ms
 ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 3365ms
     ✓ shows source-aware review tabs and candidate type actions  1050ms
     ✓ marks a candidate as credit card payment through audited type action  938ms
     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  673ms
     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  701ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 637ms
 ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 423ms
 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 4122ms
     ✓ shows clean Budget, Transaktionen, Analyse and Setup navigation groups without duplicate review pages  333ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  1080ms
     ✓ shows review candidates without technical user-mode fields  838ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  774ms
     ✓ renders category analysis and links category drilldown to data explorer  358ms
     ✓ keeps budget vs actual separated from import review and based on budget status rows  321ms
 ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1569ms
     ✓ renders filters, KPI cards and confirmed transaction table  964ms
     ✓ opens a detail dialog on row click  602ms
 ✓ src/pages/PositionAddPage.test.ts (4 tests) 621ms
 ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 508ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 576ms
 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 440ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 373ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[Vue Router warn]: No match found for location with path "/planning/budget/status"
[Vue Router warn]: No match found for location with path "/planning/budget/planning"
[Vue Router warn]: No match found for location with path "/planning/budget/fixed-costs"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/budget-vs-actual"
[Vue Router warn]: No match found for location with path "/planning/budget/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/yearly"
[Vue Router warn]: No match found for location with path "/planning/budget/plans"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/income/actual"
[Vue Router warn]: No match found for location with path "/planning/budget/expenses/review"
[Vue Router warn]: No match found for location with path "/planning/budget/transfers"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/data-explorer"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/analysis/monthly"
[Vue Router warn]: No match found for location with path "/planning/budget/accounts"
[Vue Router warn]: No match found for location with path "/planning/budget/categories"
[Vue Router warn]: No match found for location with path "/planning/budget/setup"

 ✓ src/App.test.ts (1 test) 332ms
     ✓ renders the user dashboard shell  331ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 172ms
 ✓ src/utils/formatters.test.ts (2 tests) 17ms
 ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 180ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 238ms
 ✓ src/api/client.test.ts (2 tests) 4ms

 Test Files  22 passed (22)
      Tests  82 passed (82)
   Start at  11:08:49
   Duration  9.33s (transform 6.00s, setup 4.66s, import 10.07s, tests 23.10s, environment 20.72s)

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

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

transforming...✓ 362 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                   0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2            35.14 kB
dist/assets/primeicons-MpK4pl85.ttf              84.98 kB
dist/assets/primeicons-WjwUDZjB.woff             85.05 kB
dist/assets/primeicons-DMOk5skT.eot              85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB
dist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB
dist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB
dist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB
dist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB
dist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 kB
dist/assets/MoneyValue-Dc7rgo8y.js                0.35 kB │ gzip:   0.27 kB
dist/assets/FilterToolbar-CgVUuXQW.js             0.41 kB │ gzip:   0.29 kB
dist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-C-vcEwzw.js                    0.56 kB │ gzip:   0.26 kB
dist/assets/cash-CxElzdHi.js                      0.62 kB │ gzip:   0.29 kB
dist/assets/positions-BWzv-kkk.js                 0.70 kB │ gzip:   0.28 kB
dist/assets/ChartPanel-Dghd9i2w.js                0.71 kB │ gzip:   0.45 kB
dist/assets/SectionCard-PkTsK5vs.js               0.72 kB │ gzip:   0.46 kB
dist/assets/RoadmapPage-B2yUkSqt.js               0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-CC4QbI1E.js               0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-CrYTARwp.js             1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-CcUco9VL.js              1.14 kB │ gzip:   0.70 kB
dist/assets/auto-BzrTjDN7.js                      1.20 kB │ gzip:   0.59 kB
dist/assets/SparklineChart-B63RH0tt.js            1.20 kB │ gzip:   0.73 kB
dist/assets/toolbar-CJAwFfUK.js                   1.36 kB │ gzip:   0.60 kB
dist/assets/runtime-Bh627O7J.js                   1.45 kB │ gzip:   0.80 kB
dist/assets/AllocationBars-DzaBrBbP.js            1.54 kB │ gzip:   0.82 kB
dist/assets/ReportsPage-CxRJYXn6.js               1.83 kB │ gzip:   1.02 kB
dist/assets/card-_tOlIZEU.js                      2.00 kB │ gzip:   0.68 kB
dist/assets/LocalDataStatus-BIyNQaj1.js           2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-9XeD420E.js        2.77 kB │ gzip:   1.20 kB
dist/assets/chart-Du-qinUe.js                     3.34 kB │ gzip:   1.44 kB
dist/assets/BudgetTransfersPage-J8Ek9vob.js       3.71 kB │ gzip:   1.66 kB
dist/assets/PortfolioPage-v6fEK2nl.js             4.08 kB │ gzip:   1.73 kB
dist/assets/CommandCenter-DZQVPqX3.js             5.19 kB │ gzip:   2.18 kB
dist/assets/CategoryAnalysisPage-C-NUhu5c.js      5.36 kB │ gzip:   2.18 kB
dist/assets/MonthlyComparisonPage-B1LlzVOY.js     5.47 kB │ gzip:   2.10 kB
dist/assets/WalletsPage-DEfshNEt.js               5.77 kB │ gzip:   2.44 kB
dist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB
dist/assets/BudgetVsActualPage-D03NMhbY.js        6.76 kB │ gzip:   2.39 kB
dist/assets/BudgetOverviewPage-Ds1tohX5.js        6.88 kB │ gzip:   2.73 kB
dist/assets/BudgetStatusPage-C_NhNg2x.js          7.13 kB │ gzip:   2.60 kB
dist/assets/BudgetSetupPage-B5F3voBb.js           8.66 kB │ gzip:   2.92 kB
dist/assets/BudgetRulesPage-DQLywNpL.js           9.00 kB │ gzip:   2.75 kB
dist/assets/BudgetRecurringPage-CQQa36Vi.js       9.87 kB │ gzip:   3.13 kB
dist/assets/DataExplorerPage-D168Zy5D.js         10.35 kB │ gzip:   3.57 kB
dist/assets/BudgetCategoriesPage-DuN8X-TX.js     12.46 kB │ gzip:   4.01 kB
dist/assets/message-Dutctlb0.js                  14.69 kB │ gzip:   3.00 kB
dist/assets/BudgetPlanningPage-r0V4GIX1.js       16.59 kB │ gzip:   5.17 kB
dist/assets/CryptoPage-_hgvUOnk.js               17.46 kB │ gzip:   5.39 kB
dist/assets/BudgetTransactionsPage-Cg0vNVYt.js   19.89 kB │ gzip:   6.44 kB
dist/assets/EquityPage-Deu4gT__.js               20.31 kB │ gzip:   5.61 kB
dist/assets/PositionAddPage-_wCu0OXC.js          20.98 kB │ gzip:   5.89 kB
dist/assets/BudgetIncomePage-CHP_VmXc.js         32.63 kB │ gzip:   8.22 kB
dist/assets/BudgetImportReviewPage-gCJ1I0j4.js   40.31 kB │ gzip:  11.50 kB
dist/assets/tag-DwHc1L3z.js                      84.52 kB │ gzip:  20.08 kB
dist/assets/datatable-e_Z_8VOW.js               305.76 kB │ gzip:  63.58 kB
dist/assets/index-Cgoj5fWU.js                   629.43 kB │ gzip: 176.75 kB

[plugin builtin:vite-reporter]
(!) Some chunks are larger than 500 kB after minification. Consider:
- Using dynamic import() to code-split the application
- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting
- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.
✓ built in 1.60s


set -euo pipefail
cd /home/agent/.hermes/repos/FinanceManager
python - <<'PY'
from pathlib import Path
for p in Path('.').rglob('__pycache__'):
    for f in p.rglob('*'):
        if f.is_file(): f.unlink()
    try: p.rmdir()
    except OSError: pass
for p in [Path('.pytest_cache'), Path('frontend/.pytest_cache')]:
    if p.exists():
        import shutil; shutil.rmtree(p)
PY
python - <<'PY'
from pathlib import Path
import subprocess
changed = [line.strip() for line in subprocess.check_output(['git','diff','--name-only']).decode().splitlines() if line.strip()]
changed += [line.strip()[3:] for line in subprocess.check_output(['git','status','--short']).decode().splitlines() if line.startswith('?? ')]
patterns = ['github_pat_', 'ghp_', 'OPENFIGI_API_KEY=', 'OPENFIGI_KEY=', 'api_key=', 'password=']
hits=[]
for s in sorted(set(changed)):
    p=Path(s)
    if not p.is_file() or 'frontend/dist/' in s: continue
    txt=p.read_text(errors='ignore')
    for pat in patterns:
        if pat.lower() in txt.lower(): hits.append((s, pat))
if hits:
    print('changed_file_secret_hits=', hits); raise SystemExit(1)
print('changed_files_secret_scan=OK')
PY
python - <<'PY'
from pathlib import Path
hits=[]
for p in Path('frontend/dist').rglob('*'):
    if p.is_file() and p.suffix in {'.js','.css','.html','.map'}:
        txt=p.read_text(errors='ignore')
        for pat in ['github_pat_', 'ghp_', 'OPENFIGI_API_KEY=', 'OPENFIGI_KEY=', 'api_key=', 'password=']:
            if pat.lower() in txt.lower(): hits.append((str(p), pat))
if hits:
    print('dist_secret_hits=', hits[:20]); raise SystemExit(1)
print('frontend_build_secret_scan=OK')
PY
if git status --short | grep -E '(^| )[AM?].*(finance\.sqlite3|jarvis_runtime|secrets/|\.env|\.csv|\.xlsx|\.pdf|frontend/dist/)'; then echo 'unsafe artifact in working tree'; exit 1; fi
git diff --check
printf 'git_safety_artifacts=OK\ngit_diff_check=OK\n'


Output:
changed_files_secret_scan=OK
frontend_build_secret_scan=OK
git_safety_artifacts=OK
git_diff_check=OK


Verifikation/Scans sauber. Jetzt Neustart mit Tailscale API-Base und Browser-Sanity für Fixkosten, Budgetplanung, Budgetstatus und Daten-Explorer.


set -euo pipefail
for port in 8000 5173; do
  pids=$(ss -ltnp 2>/dev/null | awk -v p=":$port" '$4 ~ p {print $0}' | sed -n 's/.*pid=\([0-9]*\).*/\1/p' | sort -u || true)
  if [ -n "$pids" ]; then kill $pids || true; fi
done


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


[Your active task list was preserved across context compression]
- [>] fixsub-5. Restart/Tailscale Browser sanity, Commit, Push, Abschlussbericht (in_progress)


Ich setze **fixsub-5** fort: Backend ist neu gestartet. Ich starte jetzt das Frontend, prüfe Health/API/Routen, dann Commit/Push.

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
for i in $(seq 1 60); do
  if curl -fsS http://127.0.0.1:8000/api/health >/dev/null && curl -fsS http://127.0.0.1:5173/ >/dev/null; then break; fi
  sleep 1
  if [ "$i" = 60 ]; then echo 'services_not_ready'; exit 1; fi
done
printf 'backend='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:8000/api/health; printf '\n'
printf 'frontend_local='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:5173/; printf '\n'
printf 'frontend_tailscale='; curl -s -o /dev/null -w '%{http_code}' http://100.85.29.67:5173/; printf '\n'
printf 'backend_tailscale='; curl -s -o /dev/null -w '%{http_code}' http://100.85.29.67:8000/api/health; printf '\n'
printf 'recurring_api='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:8000/api/budget/recurring; printf '\n'
printf 'planning_api='; curl -s -o /dev/null -w '%{http_code}' 'http://127.0.0.1:8000/api/budget/planning/matrix?year=2026'; printf '\n'
printf 'status_api='; curl -s -o /dev/null -w '%{http_code}' 'http://127.0.0.1:8000/api/budget/status/categories?year=2026'; printf '\n'
printf 'data_explorer_api='; curl -s -o /dev/null -w '%{http_code}' 'http://127.0.0.1:8000/api/budget/analysis/data-explorer?year=2026&recurring_type=subscription'; printf '\n'


Output:
backend=200
frontend_local=200
frontend_tailscale=200
backend_tailscale=200
recurring_api=500
planning_api=200
status_api=200
data_explorer_api=200


Recurring-API liefert 500; ich ziehe sofort die Backend-Logs und behebe die Ursache vor Browser-Sanity.


process

s_runtime/finance-system/venv/lib/python3.12/site-packages/fastapi/middleware/asyncexitstack.py", line 18, in __call__
    await self.app(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 660, in __call__
    await self.middleware_stack(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 680, in app
    await route.handle(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 276, in handle
    await self.app(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/fastapi/routing.py", line 134, in app
    await wrap_app_handling_exceptions(app, request)(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/_exception_handler.py", line


Output:
bash: Kann die Prozessgruppe des Terminals nicht setzen (-1).: Unpassender IOCTL (I/O-Control) für das Gerät
bash: Keine Jobsteuerung in dieser Shell
INFO:     Started server process [625388]
INFO:     Waiting for application startup.
INFO:     Application startup complete.
INFO:     Uvicorn running on http://0.0.0.0:8000 (Press CTRL+C to quit)
INFO:     100.85.29.67:55900 - "GET /api/health HTTP/1.1" 200 OK
INFO:     100.85.29.67:55914 - "GET /api/runtime/status HTTP/1.1" 200 OK
INFO:     100.85.29.67:55940 - "GET /api/equity/positions HTTP/1.1" 200 OK
INFO:     100.85.29.67:55956 - "GET /api/cash/summary HTTP/1.1" 200 OK
INFO:     100.85.29.67:55924 - "GET /api/overview HTTP/1.1" 200 OK
INFO:     100.85.29.67:55930 - "GET /api/crypto/positions HTTP/1.1" 200 OK
INFO:     127.0.0.1:60220 - "GET /api/health HTTP/1.1" 200 OK
INFO:     127.0.0.1:60228 - "GET /api/health HTTP/1.1" 200 OK
INFO:     100.85.29.67:53560 - "GET /api/health HTTP/1.1" 200 OK
INFO:     127.0.0.1:60244 - "GET /api/budget/recurring HTTP/1.1" 500 Internal Server Error
ERROR:    Exception in ASGI application
Traceback (most recent call last):
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/uvicorn/protocols/http/httptools_impl.py", line 421, in run_asgi
    result = await app(  # type: ignore[func-returns-value]
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/uvicorn/middleware/proxy_headers.py", line 56, in __call__
    return await self.app(scope, receive, send)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/fastapi/applications.py", line 1159, in __call__
    await super().__call__(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/applications.py", line 90, in __call__
    await self.middleware_stack(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/middleware/errors.py", line 186, in __call__
    raise exc
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/middleware/errors.py", line 164, in __call__
    await self.app(scope, receive, _send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/middleware/cors.py", line 88, in __call__
    await self.app(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/middleware/exceptions.py", line 63, in __call__
    await wrap_app_handling_exceptions(self.app, conn)(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/_exception_handler.py", line 53, in wrapped_app
    raise exc
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/_exception_handler.py", line 42, in wrapped_app
    await app(scope, receive, sender)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/fastapi/middleware/asyncexitstack.py", line 18, in __call__
    await self.app(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 660, in __call__
    await self.middleware_stack(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 680, in app
    await route.handle(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/routing.py", line 276, in handle
    await self.app(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/fastapi/routing.py", line 134, in app
    await wrap_app_handling_exceptions(app, request)(scope, receive, send)
  File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/_exception_handler.py", line


Output: File "/home/agent/jarvis_runtime/finance-system/venv/lib/python3.12/site-packages/starlette/_exception_handler.py", line


terminal

source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
PYTHONPATH=src python - <<'PY'
from jarvis_finance.storage.database import connect
from jarvis_finance.services.budget_recurring import get_recurring_dashboard
conn=connect()
try:
    print(get_recurring_dashboard(conn).keys())
finally:
    conn.close()
PY


Output:
Traceback (most recent call last):
  File "<stdin>", line 3, in <module>
TypeError: connect() missing 1 required positional argument: 'db_path'


     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|


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|


source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import find_repo_root, load_settings
from jarvis_finance.storage.database import connect
from jarvis_finance.services.budget_recurring import get_recurring_dashboard
s=load_settings(repo_root=find_repo_root())
print('db', s.db_path)
conn=connect(s.db_path)
try:
    out=get_recurring_dashboard(conn)
    print(out['purpose'], len(out['candidates']), len(out['active']), len(out['warnings']))
finally:
    conn.close()
PY


Output:
db /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3
Traceback (most recent call last):
  File "<stdin>", line 8, in <module>
  File "/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py", line 341, in get_recurring_dashboard
    detect_recurring_payment_candidates(conn, today=today)
  File "/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py", line 199, in detect_recurring_payment_candidates
    seen = _date(row["transaction_date"] or (today or date.today().isoformat()))
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py", line 42, in _date
    return date.fromisoformat(str(value)[:10])
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
ValueError: Invalid isoformat string: '1216.80833'


Explanation:
**Checking for column mismatches**

I need to look into whether there's a mismatch in the candidate column from the source rows during the union operation. It's important to inspect the query closely to pinpoint the issue. Understanding where it's going wrong will help in resolving this problem effectively. I'll take my time to ensure I get this right, as it's crucial for accurate data handling in my task.


    90|        return "variable_recurring"
    91|    if any(t in text for t in FIXED_TERMS) or amount >= Decimal("100") or frequency in {"quarterly", "yearly"}:
    92|        return "fixed_cost"
    93|    if any(t in text for t in SUBSCRIPTION_TERMS) or amount < Decimal("100"):
    94|        return "subscription"
    95|    return "variable_recurring"
    96|
    97|
    98|def _excluded(name: str, description: str = "") -> bool:
    99|    text = f"{name} {description}".lower()
   100|    return any(term in text for term in EXCLUDED_TERMS)
   101|
   102|
   103|def _row_amount(row: Any) -> Decimal:
   104|    return _dec(row["amount_chf"] or row["amount_original"] or "0")
   105|
   106|
   107|def _expected_budget(amount: Decimal, frequency: str) -> tuple[Decimal, Decimal]:
   108|    if frequency == "monthly":
   109|        return amount, amount * Decimal("12")
   110|    if frequency == "quarterly":
   111|        return amount / Decimal("3"), amount * Decimal("4")
   112|    if frequency == "yearly":
   113|        return amount / Decimal("12"), amount
   114|    if frequency == "weekly":
   115|        return amount * Decimal("52") / Decimal("12"), amount * Decimal("52")
   116|    return Decimal("0"), Decimal("0")
   117|
   118|
   119|def _upsert_candidate(conn: Connection, item: dict[str, Any]) -> str:
   120|    existing = conn.execute("SELECT recurring_id FROM budget_recurring_payments WHERE status='candidate' AND lower(name)=lower(?) AND category_id=?", (item["name"], item["category_id"])).fetchone()
   121|    rid = existing["recurring_id"] if existing else new_id("rec")
   122|    values = {
   123|        **item,
   124|        "recurring_id": rid,
   125|        "currency": item.get("currency") or "CHF",
   126|        "amount_tolerance_pct": str(item.get("amount_tolerance_pct") or "10"),
   127|        "date_tolerance_days": int(item.get("date_tolerance_days") or 5),
   128|        "status": item.get("status") or "candidate",
   129|        "source": item.get("source") or "detected",
   130|        "confidence": str(item.get("confidence") or "0.70"),
   131|        "updated_at": now(),
   132|    }
   133|    if existing:
   134|        conn.execute("""
   135|            UPDATE budget_recurring_payments SET expected_amount_text=?, frequency=?, expected_day_of_month=?, expected_month=?, recurring_type=?, confidence=?, last_seen_date=?, next_expected_date=?, candidate_evidence_json=?, updated_at=? WHERE recurring_id=?
   136|        """, (values["expected_amount_text"], values["frequency"], values.get("expected_day_of_month"), values.get("expected_month"), values["recurring_type"], values["confidence"], values.get("last_seen_date"), values.get("next_expected_date"), values.get("candidate_evidence_json"), values["updated_at"], rid))
   137|    else:
   138|        conn.execute("""
   139|            INSERT INTO budget_recurring_payments(recurring_id,name,merchant_id,category_id,account_id,expected_amount_text,currency,frequency,expected_day_of_month,expected_month,amount_tolerance_pct,date_tolerance_days,recurring_type,status,source,confidence,last_seen_date,next_expected_date,notes,candidate_evidence_json,created_at,updated_at)
   140|            VALUES (:recurring_id,:name,:merchant_id,:category_id,:account_id,:expected_amount_text,:currency,:frequency,:expected_day_of_month,:expected_month,:amount_tolerance_pct,:date_tolerance_days,:recurring_type,:status,:source,:confidence,:last_seen_date,:next_expected_date,:notes,:candidate_evidence_json,:created_at,:updated_at)
   141|        """, {"merchant_id": None, "account_id": None, "expected_month": None, "notes": None, "created_at": now(), **values})
   142|    return rid
   143|
   144|
   145|def detect_recurring_payment_candidates(conn: Connection, *, today: str | None = None) -> dict[str, Any]:
   146|    rows = conn.execute("""
   147|        SELECT t.*, c.name AS category_name FROM budget_transactions t
   148|        LEFT JOIN budget_categories c ON c.category_id=t.category_id
   149|        WHERE t.status='confirmed' AND t.transaction_type IN ('expense','fee')
   150|        ORDER BY t.transaction_date
   151|    """).fetchall()
   152|    groups: dict[tuple[str, str], list[Any]] = defaultdict(list)
   153|    for row in rows:
   154|        name = row["payee"] or row["description"]
   155|        if not row["category_id"] or _excluded(name, row["description"]):
   156|            continue
   157|        groups[(_similar_key(name), row["category_id"])].append(row)
   158|    candidates: list[dict[str, Any]] = []
   159|    for (_key, cid), items in groups.items():
   160|        if len(items) < 2:
   161|            continue
   162|        dates = [_date(r["transaction_date"]) for r in items]
   163|        freq = _infer_frequency(dates)
   164|        if freq == "irregular":
   165|            continue
   166|        amounts = [_row_amount(r) for r in items]
   167|        avg = sum(amounts, Decimal("0")) / Decimal(len(amounts))
   168|        name = str(items[-1]["payee"] or items[-1]["description"])
   169|        cat = str(items[-1]["category_name"] or "")
   170|        rtype = _infer_type(name, cat, avg, freq)
   171|        last = max(dates)
   172|        item = {
   173|            "name": name,
   174|            "category_id": cid,
   175|            "account_id": items[-1]["account_id"],
   176|            "expected_amount_text": _fmt(avg),
   177|            "currency": items[-1]["currency_original"] or "CHF",
   178|            "frequency": freq,
   179|            "expected_day_of_month": int(round(sum(d.day for d in dates) / len(dates))),
   180|            "expected_month": last.month if freq == "yearly" else None,
   181|            "recurring_type": rtype,
   182|            "confidence": "0.86" if len(items) >= 3 else "0.70",
   183|            "last_seen_date": last.isoformat(),
   184|            "next_expected_date": next_expected_date(last, freq, int(round(sum(d.day for d in dates) / len(dates))), last.month if freq == "yearly" else None),
   185|            "candidate_evidence_json": json.dumps({"confirmed_transaction_count": len(items), "sources": ["confirmed_transactions"]}, sort_keys=True),
   186|        }
   187|        item["candidate_id"] = _upsert_candidate(conn, item)
   188|        candidates.append(item)
   189|    # open candidates: create candidate if matching subscription-looking merchant not excluded
   190|    open_rows = conn.execute("SELECT * FROM budget_transaction_candidates WHERE status IN ('pending','needs_review')").fetchall()
   191|    for row in open_rows:
   192|        name = row["merchant"] or row["description"]
   193|        if not row["proposed_category_id"] or _excluded(name, row["description"]):
   194|            continue
   195|        amount = _dec(row["amount_original"])
   196|        rtype = _infer_type(name, "", amount, "monthly")
   197|        if rtype == "variable_recurring":
   198|            continue
   199|        seen = _date(row["transaction_date"] or (today or date.today().isoformat()))
   200|        item = {"name": name, "category_id": row["proposed_category_id"], "account_id": None, "expected_amount_text": _fmt(amount), "currency": row["currency_original"] or "CHF", "frequency": "monthly", "expected_day_of_month": seen.day, "expected_month": None, "recurring_type": rtype, "confidence": row["confidence"] or "0.60", "last_seen_date": seen.isoformat(), "next_expected_date": next_expected_date(seen, "monthly", seen.day), "candidate_evidence_json": json.dumps({"open_candidate_count": 1, "sources": ["open_candidates"]}, sort_keys=True)}
   201|        item["candidate_id"] = _upsert_candidate(conn, item)
   202|        candidates.append(item)
   203|    conn.commit()
   204|    return {"purpose": "recurring_detection", "today": today, "candidates": sorted(candidates, key=lambda c: c["name"])}
   205|
   206|
   207|def _validate_payload(payload: dict[str, Any]) -> dict[str, Any]:
   208|    name = str(payload.get("name") or "").strip()
   209|    if not name:
   210|        raise HTTPException(status_code=422, detail="name required")
   211|    amount = require_decimal_text(str(payload.get("expected_amount_text") or ""), "expected_amount_text")
   212|    freq = str(payload.get("frequency") or "monthly")
   213|    if freq not in FREQUENCIES:
   214|        raise HTTPException(status_code=422, detail="invalid frequency")
   215|    rtype = str(payload.get("recurring_type") or "subscription")
   216|    if rtype not in RECURRING_TYPES:
   217|        raise HTTPException(status_code=422, detail="invalid recurring_type")
   218|    return {
   219|        "name": name,
   220|        "merchant_id": payload.get("merchant_id"),
   221|        "category_id": str(payload.get("category_id") or ""),
   222|        "account_id": payload.get("account_id"),
   223|        "expected_amount_text": amount,
   224|        "currency": validate_currency(str(payload.get("currency") or "CHF")),
   225|        "frequency": freq,
   226|        "expected_day_of_month": payload.get("expected_day_of_month"),
   227|        "expected_month": payload.get("expected_month"),
   228|        "amount_tolerance_pct": require_decimal_text(str(payload.get("amount_tolerance_pct") or "10"), "amount_tolerance_pct"),
   229|        "date_tolerance_days": int(payload.get("date_tolerance_days") or 5),
   230|        "recurring_type": rtype,
   231|        "notes": payload.get("notes"),
   232|    }
   233|
   234|
   235|def preview_manual_recurring_payment(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:
   236|    norm = _validate_payload(payload)
   237|    if not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND category_type='expense'", (norm["category_id"],)).fetchone():
   238|        raise HTTPException(status_code=422, detail="expense category required")
   239|    month, year = _expected_budget(_dec(norm["expected_amount_text"]), norm["frequency"])
   240|    return {"preview_id": new_id("preview"), "summary": f"Fixkosten/Abo anlegen: {norm['name']}", "warnings": [], "payload": norm, "review": {"budget_month_chf": _fmt(month), "budget_year_chf": _fmt(year)}, "requires_explicit_confirm": True}
   241|
   242|
   243|def confirm_manual_recurring_payment(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:
   244|    norm = preview_manual_recurring_payment(conn, payload)["payload"]
   245|    rid = new_id("rec")
   246|    created = now()
   247|    conn.execute("""
   248|        INSERT INTO budget_recurring_payments(recurring_id,name,merchant_id,category_id,account_id,expected_amount_text,currency,frequency,expected_day_of_month,expected_month,amount_tolerance_pct,date_tolerance_days,recurring_type,status,source,confidence,last_seen_date,next_expected_date,notes,candidate_evidence_json,created_at,updated_at)
   249|        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'active', 'manual', '1.00', NULL, NULL, ?, '{}', ?, ?)
   250|    """, (rid, norm["name"], norm["merchant_id"], norm["category_id"], norm["account_id"], norm["expected_amount_text"], norm["currency"], norm["frequency"], norm["expected_day_of_month"], norm["expected_month"], norm["amount_tolerance_pct"], norm["date_tolerance_days"], norm["recurring_type"], norm["notes"], created, created))
   251|    audit_id = record_audit_event(conn, source="vue_dashboard", action="recurring_manual_confirmed", entity_type="budget_recurring_payment", entity_id=rid, new_values=norm, created_by="user")
   252|    conn.commit()
   253|    return {"status": "confirmed", "entity_id": rid, "audit_id": audit_id, "message": "Fixkosten/Abo gespeichert"}
   254|
   255|
   256|def _recurring_row(conn: Connection, recurring_id: str):
   257|    row = conn.execute("SELECT * FROM budget_recurring_payments WHERE recurring_id=?", (recurring_id,)).fetchone()
   258|    if not row:
   259|        raise HTTPException(status_code=404, detail="recurring payment not found")
   260|

Use offset=260 to continue reading (showing 90-259 of 370 lines)


Explanation:
**Inspecting schema differences**

I’m pondering whether the `budget_transaction_candidates` columns might be different. I’m noticing that `row["transaction_date"]` could be returning amounts due to a `SELECT *` duplication. This makes me wonder if I really need to inspect the schema more closely to clarify what's going on. It seems like there could be inconsistencies affecting the output, so figuring this out will help me understand the underlying data structure better.

source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import find_repo_root, load_settings
from jarvis_finance.storage.database import connect
s=load_settings(repo_root=find_repo_root()); conn=connect(s.db_path)
for table in ['budget_transaction_candidates']:
 print(table)
 for r in conn.execute(f'PRAGMA table_info({table})'):
  print(r['cid'], r['name'], r['type'])
 row=conn.execute("SELECT * FROM budget_transaction_candidates WHERE status IN ('pending','needs_review') LIMIT 1").fetchone()
 if row:
  print('keys', row.keys())
  for k in row.keys(): print(k, row[k])
conn.close()
PY


Output:
budget_transaction_candidates
0 transaction_candidate_id TEXT
1 source_file_label TEXT
2 source_row_or_range TEXT
3 source_type TEXT
4 transaction_date TEXT
5 description TEXT
6 merchant TEXT
7 amount_original TEXT
8 currency_original TEXT
9 proposed_category_id TEXT
10 proposed_category_name TEXT
11 duplicate_of_transaction_id TEXT
12 confidence TEXT
13 requires_review INTEGER
14 status TEXT
15 notes TEXT
16 created_at TEXT
17 updated_at TEXT
18 classification TEXT
19 review_reason TEXT
20 rule_id TEXT
21 rule_name TEXT
22 source_priority INTEGER
23 covered_by_source TEXT
24 receipt_key TEXT
25 linked_candidate_id TEXT
26 account_source TEXT
27 raw_fingerprint TEXT
28 confirmed_transaction_id TEXT
29 confirmed_at TEXT
30 confirmed_by TEXT
31 merchant_id TEXT
32 merchant_display_name TEXT
33 status_label TEXT
keys ['transaction_candidate_id', 'source_file_label', 'source_row_or_range', 'source_type', 'transaction_date', 'description', 'merchant', 'amount_original', 'currency_original', 'proposed_category_id', 'proposed_category_name', 'duplicate_of_transaction_id', 'confidence', 'requires_review', 'status', 'notes', 'created_at', 'updated_at', 'classification', 'review_reason', 'rule_id', 'rule_name', 'source_priority', 'covered_by_source', 'receipt_key', 'linked_candidate_id', 'account_source', 'raw_fingerprint', 'confirmed_transaction_id', 'confirmed_at', 'confirmed_by', 'merchant_id', 'merchant_display_name', 'status_label']
transaction_candidate_id btxcand_b47db1c764170bd8d728a28c
source_file_label Budget Workbook 2026 Runtime Seed
source_row_or_range R1
source_type excel_budget_tool
transaction_date None
description Nr
merchant None
amount_original 45901.0
currency_original CHF
proposed_category_id None
proposed_category_name None
duplicate_of_transaction_id None
confidence 0.20
requires_review 1
status needs_review
notes mvp_light_category_suggestion
created_at 2026-05-17T09:50:04Z
updated_at 2026-05-17T09:50:04Z
classification None
review_reason None
rule_id None
rule_name None
source_priority 50
covered_by_source None
receipt_key None
linked_candidate_id None
account_source None
raw_fingerprint None
confirmed_transaction_id None
confirmed_at None
confirmed_by None
merchant_id None
merchant_display_name None
status_label None


patch

def _date(value: str) -> date:
    return date.fromisoformat(str(value)[:10])

def _safe_date(value: Any) -> date | None:
    try:
        if value in (None, ""):
            return None
        return _date(str(value))
    except (TypeError, ValueError):
        return None


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py
@@ -40,6 +40,15 @@

 def _date(value: str) -> date:
     return date.fromisoformat(str(value)[:10])
+
+
+def _safe_date(value: Any) -> date | None:
+    try:
+        if value in (None, ""):
+            return None
+        return _date(str(value))
+    except (TypeError, ValueError):
+        return None

 def _add_months(d: date, months: int, day: int | None = None) -> date:

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


        seen = _safe_date(row["transaction_date"]) or (date.fromisoformat(today[:10]) if today else date.today())
        item = {"name": name, "category_id": row["proposed_category_id"], "account_id": None, "expected_amount_text": _fmt(amount), "currency": row["currency_original"] or "CHF", "frequency": "monthly", "expected_day_of_month": seen.day, "expected_month": None, "recurring_type": rtype, "confidence": row["confidence"] or "0.60", "last_seen_date": seen.isoformat(), "next_expected_date": next_expected_date(seen, "monthly", seen.day), "candidate_evidence_json": json.dumps({"open_candidate_count": 1, "sources": ["open_candidates"]}, sort_keys=True)}

        seen = _date(row["transaction_date"] or (today or date.today().isoformat()))
        item = {"name": name, "category_id": row["proposed_category_id"], "account_id": None, "expected_amount_text": _fmt(amount), "currency": row["currency_original"] or "CHF", "frequency": "monthly", "expected_day_of_month": seen.day, "expected_month": None, "recurring_type": rtype, "confidence": row["confidence"] or "0.60", "last_seen_date": seen.isoformat(), "next_expected_date": next_expected_date(seen, "monthly", seen.day), "candidate_evidence_json": json.dumps({"open_candidate_count": 1, "sources": ["open_candidates"]}, sort_keys=True)}


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py
@@ -205,7 +205,7 @@
         rtype = _infer_type(name, "", amount, "monthly")
         if rtype == "variable_recurring":
             continue
-        seen = _date(row["transaction_date"] or (today or date.today().isoformat()))
+        seen = _safe_date(row["transaction_date"]) or (date.fromisoformat(today[:10]) if today else date.today())
         item = {"name": name, "category_id": row["proposed_category_id"], "account_id": None, "expected_amount_text": _fmt(amount), "currency": row["currency_original"] or "CHF", "frequency": "monthly", "expected_day_of_month": seen.day, "expected_month": None, "recurring_type": rtype, "confidence": row["confidence"] or "0.60", "last_seen_date": seen.isoformat(), "next_expected_date": next_expected_date(seen, "monthly", seen.day), "candidate_evidence_json": json.dumps({"open_candidate_count": 1, "sources": ["open_candidates"]}, sort_keys=True)}
         item["candidate_id"] = _upsert_candidate(conn, item)
         candidates.append(item)


terminal

source ~/jarvis_runtime/finance-system/venv/bin/activate
export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system
PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import find_repo_root, load_settings
from jarvis_finance.storage.database import connect
from jarvis_finance.services.budget_recurring import get_recurring_dashboard
s=load_settings(repo_root=find_repo_root()); conn=connect(s.db_path)
try:
    out=get_recurring_dashboard(conn)
    print(out['purpose'], len(out['candidates']), len(out['active']), len(out['warnings']))
finally:
    conn.close()
PY
curl -s -o /dev/null -w 'recurring_api=%{http_code}\n' http://127.0.0.1:8000/api/budget/recurring


Output:
fixed_costs_subscriptions_v1 49 0 0
recurring_api=500


Lokaler Service ist gefixt; der laufende Backend-Prozess nutzt noch alten Code. Ich starte Backend neu und wiederhole die API-Prüfung.


Output: Background process started


set -euo pipefail
for i in $(seq 1 30); do
  if curl -fsS http://127.0.0.1:8000/api/health >/dev/null; then break; fi
  sleep 1
done
printf 'backend='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:8000/api/health; printf '\n'
printf 'recurring_api='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:8000/api/budget/recurring; printf '\n'
printf 'frontend_local='; curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:5173/; printf '\n'
printf 'frontend_tailscale='; curl -s -o /dev/null -w '%{http_code}' http://100.85.29.67:5173/; printf '\n'


Output:
backend=200
recurring_api=200
frontend_local=200
frontend_tailscale=200


API ist jetzt sauber. Da ich nach der Full-Verifikation noch einen Runtime-Fix gemacht habe, wiederhole ich Backend-Tests und Build/Scans danach.

Explanation:
**Testing after patching**

I need to run tests after applying the patch. Should I do targeted tests, or maybe run a full suite? Since we made changes after that full run, rerunning the full tests seems essential. Maybe I should also consider doing targeted tests while compiling the full pytest. I really want to make sure everything is adequate. Also, the browser safety checks are part of this. Just want to get everything right!

set -euo pipefail
source ~/jarvis_runtime/finance-system/venv/bin/activate
unset JARVIS_FINANCE_DB_PATH
PYTHONPATH=src python -m compileall -q src tests
PYTHONPATH=src pytest tests/unit/test_fixed_costs_subscriptions_v1.py -q
cd frontend
npm test -- --run src/pages/BudgetRecurringPage.test.ts src/pages/DataExplorerPage.test.ts
npm run build