JARVIS Finance Dashboard

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - StaticText "Budget Übersicht Budget vs Ist Grocery Optimizer Reports Wallets Portfolio Crypto Equity"
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budgetplanung" [ref=e11]
    - link "Fixkosten & Abos" [ref=e12]
    - link "Budget vs Ist" [ref=e13]
    - link "Monatsbudget" [ref=e14]
    - link "Jahresbudget" [ref=e15]
    - link "Budgetpläne" [ref=e16]
    - paragraph
    - link "Datei importieren" [ref=e17]
    - link "Effektive Ausgaben" [ref=e18]
    - link "Effektive Einnahmen" [ref=e19]
    - link "Buchungen prüfen" [ref=e20]
    - link "Transfers" [ref=e21]
    - paragraph
    - link "Daten-Explorer" [ref=e22]
    - link "Migros Optimizer" [ref=e23]
    - link "Kategorieanalyse" [ref=e24]
    - link "Monatsvergleich" [ref=e25]
    - paragraph
    - link "Konten" [ref=e26]
    - link "Kategorien & Tags" [ref=e27]
    - link "Regeln" [ref=e28]
    - link "Excel übernehmen / Seed Review" [ref=e29]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Buchungen prüfen" [level=1, ref=e30]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e31]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "AUSGABEN · BUCHUNGEN PRÜFEN"
      - heading "Buchungen prüfen" [level=1, ref=e32]
      - paragraph
        - StaticText "Import-Kandidaten mit Quellentabs, Transferlogik und auditierbaren Aktionen. Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben."
    - paragraph
      - StaticText "OFFEN TOTAL"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Kandidaten, die noch eine User-Entscheidung benötigen."
    - paragraph
      - StaticText "AUTO"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Sicher vorgeschlagene Kandidaten ohne Review-Pflicht."
    - paragraph
      - StaticText "REVIEW NÖTIG"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Kandidaten ohne sichere Kategorie oder mit unklarem Typ."
    - paragraph
      - StaticText "GALAXUS"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Galaxus/Digitec-Kandidaten zur separaten Prüfung."
    - paragraph
      - StaticText "MIGROS"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Migros-Kandidaten mit Detailprüfung."
    - paragraph
      - StaticText "UNKLAR"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Unklare Kandidaten ohne sichere Regel."
    - paragraph
      - StaticText "DUPLIKATE"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Mögliche Duplikate, separat prüfbar und nicht normal confirmbar."
    - generic
      - tablist
        - tab "Alle neuen" [selected, ref=e55]
        - tab "Review nötig" [ref=e56]
        - tab "Auto-zugeordnet" [ref=e57]
        - tab "Einkommen" [ref=e58]
        - tab "Transfers" [ref=e59]
        - tab "Galaxus/Digitec" [ref=e60]
        - tab "Unklar" [ref=e61]
        - tab "Mögliche Duplikate" [ref=e62]
        - tab "Automatisch ignorierte Duplikate" [ref=e63]
        - tab "Covered by Source" [ref=e64]
        - tab "Migros" [ref=e65]
        - tab "VISA" [ref=e66]
        - tab "Raiffeisen" [ref=e67]
        - tab "AKB" [ref=e68]
        - tab "Geld Eingang" [ref=e69]
        - tab "Nicht Einkommen / Transfer" [ref=e70]
        - tab "Kreditkartenausgleich" [ref=e71]
        - tab "True Wealth / Investment Transfers" [ref=e72]
        - tab "Ignoriert / bereits verarbeitet" [ref=e73]
      - button "Next" [ref=e33]
    - toolbar
      - generic [ref=e34] clickable [cursor:pointer]
        - combobox "Confirm-Konto" [expanded=false, ref=e47]
      - generic [ref=e35] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e48]
      - generic [ref=e36] clickable [cursor:pointer]
        - combobox "offen aus Link" [expanded=false, ref=e49]
      - generic [ref=e37] clickable [cursor:pointer]
        - combobox "Bulk-Kategorie" [expanded=false, ref=e50]
      - textbox "Händler" [ref=e38]
      - textbox "Quelle" [ref=e39]: visa_credit_card
        - StaticText "visa_credit_card"
      - button "Filtern" [ref=e40]
        - StaticText ""
        - StaticText "Filtern"
      - button "Bankeingänge neu klassifizieren" [ref=e41]
        - StaticText ""
        - StaticText "Bankeingänge neu klassifizieren"
    - toolbar
      - StaticText "Ausgewählt: 0"
      - button "Kategorie auf Auswahl anwenden" [disabled, ref=e42]
        - StaticText "Kategorie auf Auswahl anwenden"
      - button "Auswahl bestätigen" [disabled, ref=e43]
        - StaticText "Auswahl bestätigen"
      - button "Ignorieren" [disabled, ref=e44]
        - StaticText "Ignorieren"
      - button "Wieder öffnen" [disabled, ref=e45]
        - StaticText "Wieder öffnen"
      - button "Transfer" [disabled, ref=e46]
        - StaticText "Transfer"
    - generic
      - table
        - rowgroup
          - row
            - columnheader
              - checkbox [checked=false, ref=e85]
            - columnheader "DATUM" [ref=e74] clickable [cursor:pointer, tabindex]
            - columnheader "QUELLE" [ref=e75]
            - columnheader "HÄNDLER/BESCHREIBUNG" [ref=e76]
            - columnheader "BETRAG" [ref=e77]
            - columnheader "KATEGORIE" [ref=e78]
            - columnheader "TYP" [ref=e79]
            - columnheader "CONFIDENCE" [ref=e80]
            - columnheader "GRUND / GELDFLUSS" [ref=e81]
            - columnheader "STATUS" [ref=e82]
            - columnheader "AKTIONEN" [ref=e83]
        - rowgroup
          - row
            - cell "Keine Kandidaten." [ref=e84]
      - navigation
        - button "First Page" [disabled, ref=e51]
        - button "Previous Page" [disabled, ref=e52]
        - button "Next Page" [disabled, ref=e53]
        - button "Last Page" [disabled, ref=e54]


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


JARVIS Finance Dashboard

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - StaticText "Budget Übersicht Budget vs Ist Grocery Optimizer Reports Wallets Portfolio Crypto Equity"
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budgetplanung" [ref=e11]
    - link "Fixkosten & Abos" [ref=e12]
    - link "Budget vs Ist" [ref=e13]
    - link "Monatsbudget" [ref=e14]
    - link "Jahresbudget" [ref=e15]
    - link "Budgetpläne" [ref=e16]
    - paragraph
    - link "Datei importieren" [ref=e17]
    - link "Effektive Ausgaben" [ref=e18]
    - link "Effektive Einnahmen" [ref=e19]
    - link "Buchungen prüfen" [ref=e20]
    - link "Transfers" [ref=e21]
    - paragraph
    - link "Daten-Explorer" [ref=e22]
    - link "Migros Optimizer" [ref=e23]
    - link "Kategorieanalyse" [ref=e24]
    - link "Monatsvergleich" [ref=e25]
    - paragraph
    - link "Konten" [ref=e26]
    - link "Kategorien & Tags" [ref=e27]
    - link "Regeln" [ref=e28]
    - link "Excel übernehmen / Seed Review" [ref=e29]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Budget Übersicht" [level=1, ref=e30]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "? Hilfe" [ref=e31]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "BUDGET · ÜBERSICHT"
      - heading "Monatliches Budget Cockpit" [level=1, ref=e32]
      - paragraph
        - StaticText "Wie stehe ich diesen Monat finanziell? Cashflow, Budgetverbrauch und Prüfbedarf auf einen Blick."
      - textbox "YYYY-MM" [ref=e33]: 2026-05
        - StaticText "2026-05"
      - button "Aktualisieren" [ref=e34]
        - StaticText ""
        - StaticText "Aktualisieren"
    - generic
      - paragraph
        - StaticText "EINNAHMEN MONAT"
      - paragraph
        - StaticText "CHF 10’334.75"
      - paragraph
        - StaticText "2026-05"
      - paragraph
        - StaticText "AUSGABEN MONAT"
      - paragraph
        - StaticText "CHF 1’215.07"
      - paragraph
        - StaticText "confirmed only"
      - paragraph
        - StaticText "NETTO-CASHFLOW"
      - paragraph
        - StaticText "CHF 9’119.68"
      - paragraph
        - StaticText "Einnahmen minus Ausgaben"
      - paragraph
        - StaticText "BUDGETVERBRAUCH"
      - paragraph
        - StaticText "70.74 %"
      - paragraph
        - StaticText "Monatsbudget"
      - paragraph
        - StaticText "SPARQUOTE"
      - paragraph
        - StaticText "88.24 %"
      - paragraph
        - StaticText "Netto / Einnahmen"
      - paragraph
        - StaticText "REVIEW OFFEN"
      - paragraph
        - StaticText "528"
      - paragraph
        - StaticText "Buchungen prüfen"
      - paragraph
        - StaticText "FIXKOSTEN MONAT"
      - paragraph
        - StaticText "CHF 63.40"
      - paragraph
        - StaticText "aktive Fixkosten/Abos"
      - paragraph
        - StaticText "FIXKOSTENQUOTE"
      - paragraph
        - StaticText "0.41 %"
      - paragraph
        - StaticText "an geplanten/aktuellen Ausgaben"
      - paragraph
        - StaticText "FIXKOSTEN-KANDIDATEN"
      - paragraph
        - StaticText "41"
      - paragraph
        - StaticText "Review nötig"
      - paragraph
        - StaticText "FEHLENDE FIXKOSTEN"
      - paragraph
        - StaticText "3"
      - paragraph
        - StaticText "Dashboard-Hinweis"
    - generic
      - StaticText "Monats-Cashflow"
      - StaticText "Einnahmen vs Ausgaben, confirmed only."
      - Canvas
      - StaticText "Offene To-dos"
      - StaticText "Was muss ich prüfen?"
      - link "Einkünfte planen Plan/Ist" [ref=e35]
        - StaticText "Einkünfte planen"
        - StaticText "Plan/Ist"
      - StaticText "Review-Kandidaten"
      - StaticText "528"
      - StaticText "Kategorien ohne Budget"
      - StaticText "5"
      - StaticText "Unbestätigte Buchungen"
      - StaticText "528"
    - generic
      - StaticText "Top 5 Ausgabenkategorien"
      - Canvas
      - StaticText "Kritische Kategorien"
      - StaticText "Essen & Haushalt"
      - StaticText "ohne Budget"
      - StaticText "Auto Melanie"
      - StaticText "ohne Budget"
      - StaticText "Elektronische Medien"
      - StaticText "ohne Budget"
      - StaticText "Gesundheit"
      - StaticText "ohne Budget"
      - StaticText "Hobbys & Selfcare"
      - StaticText "ohne Budget"
      - StaticText "Letzte bestätigte Ausgaben"
      - table
        - rowgroup
          - row
            - columnheader "DATUM" [ref=e36]
            - columnheader "HÄNDLER" [ref=e37]
            - columnheader "BETRAG" [ref=e38]
        - rowgroup
          - row
            - cell "2026-05-13" [ref=e39]
            - cell "MMM Brugg Neumarkt" [ref=e40]
            - cell "CHF 27.90" [ref=e41]
          - row
            - cell "2026-05-12" [ref=e42]
            - cell "ChatGPT" [ref=e43]
            - cell "CHF 20.00" [ref=e44]
          - row
            - cell "2026-05-12" [ref=e45]
            - cell "Apple" [ref=e46]
            - cell "CHF 20.00" [ref=e47]
          - row
            - cell "2026-05-12" [ref=e48]
            - cell "Apple" [ref=e49]
            - cell "CHF 20.00" [ref=e50]
          - row
            - cell "2026-05-12" [ref=e51]
            - cell "M Windisch" [ref=e52]
            - cell "CHF 218.73" [ref=e53]
          - row
            - cell "2026-05-10" [ref=e54]
            - cell "Burger King" [ref=e55]
            - cell "CHF 6.80" [ref=e56]
          - row
            - cell "2026-05-10" [ref=e57]
            - cell "Burger King" [ref=e58]
            - cell "CHF 6.80" [ref=e59]
          - row
            - cell "2026-05-09" [ref=e60]
            - cell "McDonald's" [ref=e61]
            - cell "CHF 2.80" [ref=e62]


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[Tool loop warning: idempotent_no_progress_warning; count=3; browser_console returned the same result 3 times. Use the result already provided or change the query instead of repeating it unchanged.]


JARVIS Finance Dashboard

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - StaticText "Budget Übersicht Budget vs Ist Grocery Optimizer Reports Wallets Portfolio Crypto Equity"
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budgetplanung" [ref=e11]
    - link "Fixkosten & Abos" [ref=e12]
    - link "Budget vs Ist" [ref=e13]
    - link "Monatsbudget" [ref=e14]
    - link "Jahresbudget" [ref=e15]
    - link "Budgetpläne" [ref=e16]
    - paragraph
    - link "Datei importieren" [ref=e17]
    - link "Effektive Ausgaben" [ref=e18]
    - link "Effektive Einnahmen" [ref=e19]
    - link "Buchungen prüfen" [ref=e20]
    - link "Transfers" [ref=e21]
    - paragraph
    - link "Daten-Explorer" [ref=e22]
    - link "Migros Optimizer" [ref=e23]
    - link "Kategorieanalyse" [ref=e24]
    - link "Monatsvergleich" [ref=e25]
    - paragraph
    - link "Konten" [ref=e26]
    - link "Kategorien & Tags" [ref=e27]
    - link "Regeln" [ref=e28]
    - link "Excel übernehmen / Seed Review" [ref=e29]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
    - heading "Command Center" [level=1, ref=e30]
    - paragraph
    - button "? Hilfe" [ref=e31]
    - StaticText "Read-only View"
  - generic
    - paragraph
    - heading "Finance Command Center" [level=3, ref=e32]
    - paragraph
      - StaticText "Management-Sicht: Budget, Cashflow, Portfolio, Crypto, Imports, To-dos und Monatsabschluss. Keine Provider-Abfragen beim Rendern."
    - button "Aktualisieren" [ref=e33]
  - StaticText "FastAPI verbunden: ja"
  - StaticText "Runtime-DB verfügbar: ja"
  - StaticText "Externe Provider beim Rendern: nein"
  - StaticText "Daten geladen · letzter lokaler Datenabruf: 19.5.2026, 20:19:41"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 67’709.31"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 20’000.00"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 0.00"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 47’709.31"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 10’334.75"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 1’215.07"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 9’119.68"
  - generic
    - paragraph
    - paragraph
    - StaticText "88.24%"
  - generic
    - paragraph
    - paragraph
    - StaticText "0.00%"
  - generic
    - paragraph
    - paragraph
    - StaticText "2828"
  - generic
    - paragraph
    - paragraph
    - StaticText "9"
  - generic
    - paragraph
    - paragraph
    - StaticText "11"
  - generic
    - heading "Monatsabschluss" [level=2, ref=e34]
    - link "AKB CSV importiert MISSING offen: 0" [ref=e35]
      - StaticText "offen: 0"
    - link "Raiffeisen CSV importiert MISSING offen: 0" [ref=e36]
      - StaticText "offen: 0"
    - link "VISA CSV importiert MISSING offen: 0" [ref=e37]
      - StaticText "offen: 0"
    - link "Migros CSV importiert MISSING offen: 0" [ref=e38]
      - StaticText "offen: 0"
    - link "Neue Kandidaten geprüft OPEN offen: 2828" [ref=e39]
      - StaticText "offen: 2828"
    - link "Duplikate geprüft OPEN offen: 0" [ref=e40]
      - StaticText "offen: 0"
    - link "Einnahmen bestätigt DONE offen: 0" [ref=e41]
      - StaticText "offen: 0"
    - link "Ausgaben bestätigt DONE offen: 0" [ref=e42]
      - StaticText "offen: 0"
    - link "Transfers geprüft OPEN offen: 36" [ref=e43]
      - StaticText "offen: 36"
    - link "Fixkosten geprüft OPEN offen: 5" [ref=e44]
      - StaticText "offen: 5"
    - link "Budgetstatus geprüft OPEN offen: 0" [ref=e45]
      - StaticText "offen: 0"
    - link "Monatsreport erstellt OPEN offen: 1" [ref=e46]
      - StaticText "offen: 1"
    - link "Backup erstellt OPEN offen: 1" [ref=e47]
      - StaticText "offen: 1"
    - heading "Alerts / To-dos" [level=2, ref=e48]
    - link "HIGH Offene Review-Kandidaten prüfen open" [ref=e49]
    - link "MEDIUM Monatsimport je Quelle prüfen open" [ref=e50]
    - link "MEDIUM Kategorien ohne Budget ergänzen open" [ref=e51]
    - link "LOW Vorjahreswerte prüfen open" [ref=e52]
    - link "LOW Monatsreport erstellen open" [ref=e53]
    - link "LOW Runtime-Backup prüfen/erstellen open" [ref=e54]
  - generic
    - heading "Importstatus pro Quelle" [level=2, ref=e55]
    - link "AKB MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e56]
    - link "Raiffeisen MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e57]
    - link "VISA MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e58]
    - link "Migros MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e59]
    - heading "Budgetstatus kompakt" [level=2, ref=e60]
    - paragraph
      - StaticText "Top Budgetüberschreitungen: 5"
    - paragraph
      - StaticText "Kategorien ohne Budget: 5"
    - paragraph
      - StaticText "Kategorien ohne Vorjahreswert: 5"
    - link "Budgetplanung" [ref=e61]
    - link "Budget vs Ist" [ref=e62]
  - generic
    - heading "Fixkosten & Abos kompakt" [level=2, ref=e63]
    - paragraph
      - StaticText "Aktive Fixkosten: 0"
    - paragraph
      - StaticText "Aktive Abos: 4"
    - paragraph
      - StaticText "Erwartete Zahlungen: 4"
    - paragraph
      - StaticText "Auffällig: 0"
    - link "Fixkosten & Abos öffnen" [ref=e64]
    - heading "Systemstatus" [level=2, ref=e65]
    - paragraph
      - StaticText "App-Version: "
    - paragraph
      - StaticText "Git Commit: "
    - paragraph
      - StaticText "Schema-Version: "
    - paragraph
      - StaticText "Letzte Import-Session: "
    - paragraph
      - StaticText "Letzte Backup-Zeit: "
    - paragraph
      - StaticText "Git-Safety: "
    - paragraph
      - StaticText "Runtime: "
    - heading "Portfolio / Crypto kompakt" [level=2, ref=e66]
    - generic
      - heading "Asset Allocation" [level=3, ref=e70]
    - paragraph
      - StaticText "Fehlende Preise: 9 · Veraltete Preise: 0"
    - paragraph
      - StaticText "Letzte Preisaktualisierung: 2026-05-15T19:35:49+00:00"
    - link "Portfolio" [ref=e67]
    - link "Crypto" [ref=e68]
  - generic
    - heading "Data Quality / Datenqualität" [level=2, ref=e69]
    - paragraph
      - StaticText "Status: critical"


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

[Tool loop warning: idempotent_no_progress_warning; count=4; browser_console returned the same result 4 times. Use the result already provided or change the query instead of repeating it unchanged.]


Browser-Sanity ist technisch grün, aber Command Center zeigt noch alte Importzählung (`Neue Kandidaten geprüft 2828`) aus einer separaten Datenquelle. Das verletzt den Sprintkern. Ich gleiche Command-Center-Importstatus ebenfalls auf die neue User-Count-Policy an.

Explanation:
**Checking command center counts**

I see the command center is still showing inconsistent counts, like 2828? It seems the user wants the numbers from the command center to match, but we haven’t updated anything yet. I should probably look into how the CommandCenter utilizes the monthly dashboard. It’s crucial for me to ensure the data is accurate before addressing any concerns. Let’s dig deeper into this and see what’s going on!


1|<template>
     2|

     3|    <LoadActionBar testid="refresh-command-center" title="Finance Command Center" description="Management-Sicht: Budget, Cashflow, Portfolio, Crypto, Imports, To-dos und Monatsabschluss. Keine Provider-Abfragen beim Rendern." :loading="loading" @load="loadDashboard(true)" />
     4|    <LocalDataStatus :backend-ok="backendOk" :runtime-ok="runtimeOk" :loading="loading" :error="error" :last-loaded-at="lastLoadedAt" />
     5|
     6|    <template v-if="center">
     7|

     8|        <SummaryCard label="Gesamtvermögen CHF"><MoneyValue :value="center.kpis.total_wealth_chf" /></SummaryCard>
     9|        <SummaryCard label="Cash verfügbar"><MoneyValue :value="center.kpis.cash_available_chf" /></SummaryCard>
    10|        <SummaryCard label="Portfolio-Wert"><MoneyValue :value="center.kpis.portfolio_value_chf" /></SummaryCard>
    11|        <SummaryCard label="Crypto-Wert"><MoneyValue :value="center.kpis.crypto_value_chf" /></SummaryCard>
    12|        <SummaryCard label="Einnahmen Monat"><MoneyValue :value="center.kpis.income_month_chf" /></SummaryCard>
    13|        <SummaryCard label="Ausgaben Monat"><MoneyValue :value="center.kpis.expense_month_chf" /></SummaryCard>
    14|        <SummaryCard label="Netto-Cashflow"><MoneyValue :value="center.kpis.net_cashflow_month_chf" /></SummaryCard>
    15|        <SummaryCard label="Sparquote" :value="`${center.kpis.savings_rate_percent}%`" />
    16|        <SummaryCard label="Budgetverbrauch" :value="`${center.kpis.budget_consumption_percent}%`" />
    17|        <SummaryCard label="Offene Reviews" :value="String(center.kpis.open_review_candidates)" />
    18|        <SummaryCard label="Fehlende Preise/FX" :value="String(center.kpis.missing_prices_fx)" />
    19|        <SummaryCard label="Kritische Alerts" :value="String(center.kpis.critical_alerts)" />
    20|

    21|
    22|

    23|

Monatsabschluss

{{ labels[key] || key }}{{ item.status || 'open' }}offen: {{ item.open_count ?? item.new_candidates ?? 0 }}

    24|

Alerts / To-dos

{{ todo.priority }}{{ todo.description }}{{ todo.status }}

    25|

    26|
    27|

    28|

Importstatus pro Quelle

{{ s.source }}{{ s.status }}neu {{ s.new_candidates }} · verarbeitet {{ s.already_processed }} · Duplikate {{ s.duplicates }} · Fehler {{ s.errors }}

    29|

Budgetstatus kompakt

Top Budgetüberschreitungen: {{ center.budget_status_compact.top_overruns?.length || 0 }}

Kategorien ohne Budget: {{ center.budget_status_compact.categories_without_budget?.length || 0 }}

Kategorien ohne Vorjahreswert: {{ center.budget_status_compact.categories_without_previous_year?.length || 0 }}

BudgetplanungBudget vs Ist

    30|

    31|
    32|

    33|

Fixkosten & Abos kompakt

Aktive Fixkosten: {{ center.fixed_costs_compact.active_fixed_costs }}

Aktive Abos: {{ center.fixed_costs_compact.active_subscriptions }}

Erwartete Zahlungen: {{ center.fixed_costs_compact.expected_payments_this_month }}

Auffällig: {{ Number(center.fixed_costs_compact.missing_expected_payments || 0) + Number(center.fixed_costs_compact.amount_changed || 0) }}
Fixkosten & Abos öffnen

    34|

Systemstatus

App-Version: {{ healthInfo?.api_version || healthInfo?.app || 'nicht verfügbar' }}

Git Commit: {{ shortCommit }}

Schema-Version: {{ schemaVersion }}

Letzte Import-Session: {{ latestImportSession }}

Letzte Backup-Zeit: {{ latestBackupTime }}

Git-Safety: {{ gitSafetyStatus }}

Runtime: {{ shortRuntimePath }}

    35|

Portfolio / Crypto kompakt
<AllocationBars title="Asset Allocation" eyebrow="lokaler Cache" :items="allocationItems" />
Fehlende Preise: {{ center.portfolio_crypto_compact.missing_prices }} · Veraltete Preise: {{ center.portfolio_crypto_compact.stale_prices }}

Letzte Preisaktualisierung: {{ center.portfolio_crypto_compact.last_price_update || '—' }}

PortfolioCrypto

    36|

    37|
    38|

Data Quality / Datenqualität

Status: {{ center.data_quality.status }}

Keine Live-Provider-Abfragen beim Rendern; produktive Änderungen bleiben Preview → Confirm → Audit.

    39|    </template>
    40|

    41|</template>
    42|
    68|
    69|


     1|from __future__ import annotations
     2|
     3|from datetime import date, datetime, timezone
     4|from decimal import Decimal, InvalidOperation
     5|from pathlib import Path
     6|from sqlite3 import Connection
     7|from typing import Any
     8|
     9|from jarvis_finance.config.settings import find_repo_root, load_settings
    10|from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard
    11|from jarvis_finance.services.budget_overview import get_budget_status_by_category
    12|from jarvis_finance.services.budget_recurring import get_recurring_dashboard
    13|from jarvis_finance.services.portfolio_service import get_overview
    14|
    15|SOURCES = ["AKB", "Raiffeisen", "VISA", "Migros"]
    16|
    17|
    18|def _d(value: Any) -> Decimal:
    19|    try:
    20|        return Decimal(str(value or "0").replace("'", ""))
    21|    except (InvalidOperation, ValueError):
    22|        return Decimal("0")
    23|
    24|
    25|def _money(value: Any) -> str:
    26|    return f"{abs(_d(value)):.2f}"
    27|
    28|
    29|def _parse_month(month: str | None) -> date:
    30|    value = month or datetime.now().strftime("%Y-%m")
    31|    try:
    32|        if len(value) != 7 or value[4] != "-":
    33|            raise ValueError
    34|        year = int(value[:4])
    35|        mon = int(value[5:7])
    36|        return date(year, mon, 1)
    37|    except Exception as exc:
    38|        raise ValueError("month_must_be_yyyy_mm") from exc
    39|
    40|
    41|def _month_bounds(month: str | None) -> tuple[str, str, str]:
    42|    start_date = _parse_month(month)
    43|    next_month = date(start_date.year + (1 if start_date.month == 12 else 0), 1 if start_date.month == 12 else start_date.month + 1, 1)
    44|    return start_date.strftime("%Y-%m"), start_date.isoformat(), next_month.isoformat()
    45|
    46|
    47|def _sum_actual(conn: Connection, month: str, tx_type: str) -> Decimal:
    48|    _month_label, start, end = _month_bounds(month)
    49|    row = conn.execute(
    50|        """
    51|        SELECT COALESCE(SUM(ABS(CAST(amount_chf AS REAL))), 0)
    52|        FROM budget_transactions
    53|        WHERE status='confirmed'
    54|          AND transaction_type=?
    55|          AND date(transaction_date) >= date(?)
    56|          AND date(transaction_date) < date(?)
    57|          AND COALESCE(source_type, '') NOT IN ('transfer', 'credit_card_payment', 'investment_transfer')
    58|        """,
    59|        (tx_type, start, end),
    60|    ).fetchone()
    61|    return _d(row[0] if row else 0)
    62|
    63|
    64|def _count(sql: str, conn: Connection, params: tuple[Any, ...] = ()) -> int:
    65|    try:
    66|        return int(conn.execute(sql, params).fetchone()[0] or 0)
    67|    except Exception:
    68|        return 0
    69|
    70|
    71|def _review_url(**params: Any) -> str:
    72|    qs = "&".join(f"{k}={v}" for k, v in params.items() if v not in (None, ""))
    73|    return f"/planning/budget/expenses/review{('?' + qs) if qs else ''}"
    74|
    75|
    76|def _latest_import_status(conn: Connection) -> list[dict[str, Any]]:
    77|    history = get_import_history(conn, limit=100)
    78|    by_source: dict[str, dict[str, Any]] = {}
    79|    for h in history:
    80|        src = str(h.get("source") or "").upper()
    81|        label = "Raiffeisen" if "RAIFFEISEN" in src else "Migros" if "MIGROS" in src else "VISA" if "VISA" in src else "AKB" if "AKB" in src else src
    82|        by_source.setdefault(label, h)
    83|    out: list[dict[str, Any]] = []
    84|    for source in SOURCES:
    85|        h = by_source.get(source)
    86|        out.append({
    87|            "source": source,
    88|            "status": "imported" if h else "missing",
    89|            "last_import_at": h.get("created_at") if h else None,
    90|            "file_name": h.get("file_name") if h else None,
    91|            "new_candidates": int(h.get("new_candidates") or 0) if h else 0,
    92|            "already_processed": int(h.get("already_known") or 0) if h else 0,
    93|            "duplicates": int(h.get("duplicate_count") or 0) if h else 0,
    94|            "errors": int(h.get("error_count") or 0) if h else 0,
    95|            "monthly_import_url": "/planning/budget/monthly-import",
    96|            "review_url": _review_url(source=source),
    97|        })
    98|    return out
    99|
   100|
   101|def _budget_compact(conn: Connection, year: str) -> dict[str, Any]:
   102|    try:
   103|        rows = get_budget_status_by_category(conn, year=year)
   104|    except Exception:
   105|        rows = []
   106|    def dec(row: dict[str, Any], key: str) -> Decimal: return _d(row.get(key))
   107|    return {
   108|        "top_overruns": sorted([r for r in rows if dec(r, "deviation_year") > 0], key=lambda r: dec(r, "deviation_year"), reverse=True)[:5],
   109|        "categories_without_budget": [r.get("category") for r in rows if not r.get("has_budget")][:5],
   110|        "categories_without_previous_year": [r.get("category") for r in rows if not r.get("has_previous_year")][:5],
   111|        "forecast_risks": [r for r in rows if str(r.get("status", "")).lower() in {"rot", "red", "kritisch"}][:5],
   112|        "budget_planning_url": "/planning/budget/planning",
   113|        "budget_vs_actual_url": "/planning/budget/analysis/budget-vs-actual",
   114|    }
   115|
   116|
   117|def _fixed_costs_compact(conn: Connection, today: str | None = None) -> dict[str, Any]:
   118|    try:
   119|        data = get_recurring_dashboard(conn, today=today)
   120|        active = data.get("active", [])
   121|        warnings = data.get("warnings", [])
   122|    except Exception:
   123|        active, warnings = [], []
   124|    return {
   125|        "active_fixed_costs": sum(1 for r in active if r.get("recurring_type") == "fixed_cost"),
   126|        "active_subscriptions": sum(1 for r in active if r.get("recurring_type") == "subscription"),
   127|        "expected_payments_this_month": len(active),
   128|        "missing_expected_payments": sum(1 for w in warnings if w.get("code") == "missing_expected_payment"),
   129|        "amount_changed": sum(1 for w in warnings if w.get("code") == "amount_changed"),
   130|        "warnings": warnings[:5],
   131|        "url": "/planning/budget/fixed-costs",
   132|    }
   133|
   134|
   135|def _portfolio_crypto_compact(conn: Connection) -> dict[str, Any]:
   136|    try:
   137|        overview = get_overview(conn).model_dump()
   138|    except Exception:
   139|        overview = {}
   140|    total = _d(overview.get("total_value_chf")) or Decimal("1")
   141|    items = [
   142|        {"label": "Cash", "value_chf": overview.get("cash_value_chf", "0.00"), "share_percent": f"{(_d(overview.get('cash_value_chf')) / total * 100):.2f}"},
   143|        {"label": "Portfolio", "value_chf": overview.get("equity_value_chf", "0.00"), "share_percent": f"{(_d(overview.get('equity_value_chf')) / total * 100):.2f}"},
   144|        {"label": "Crypto", "value_chf": overview.get("crypto_value_chf", "0.00"), "share_percent": f"{(_d(overview.get('crypto_value_chf')) / total * 100):.2f}"},
   145|    ]
   146|    return {
   147|        "asset_allocation": items,
   148|        "largest_positions": [],
   149|        "missing_prices": int(overview.get("unpriced_positions_count") or 0),
   150|        "stale_prices": 0,
   151|        "last_price_update": overview.get("last_price_update"),
   152|        "portfolio_url": "/portfolio",
   153|        "crypto_url": "/crypto",
   154|    }
   155|
   156|
   157|def _todos(conn: Connection, import_status: list[dict[str, Any]], budget: dict[str, Any], fixed: dict[str, Any], kpis: dict[str, Any]) -> list[dict[str, Any]]:
   158|    todos: list[dict[str, Any]] = []
   159|    def add(priority: str, code: str, description: str, link: str, status: str = "open") -> None:
   160|        todos.append({"priority": priority, "code": code, "description": description, "link": link, "status": status})
   161|    if int(kpis.get("open_review_candidates") or 0): add("high", "open_review_candidates", "Offene Review-Kandidaten prüfen", _review_url())
   162|    if any(i["status"] == "missing" for i in import_status): add("medium", "missing_imports", "Monatsimport je Quelle prüfen", "/planning/budget/monthly-import")
   163|    if budget.get("categories_without_budget"): add("medium", "missing_budget", "Kategorien ohne Budget ergänzen", "/planning/budget/planning")
   164|    if budget.get("categories_without_previous_year"): add("low", "missing_previous_year", "Vorjahreswerte prüfen", "/planning/budget/planning")
   165|    if fixed.get("missing_expected_payments") or fixed.get("amount_changed"): add("medium", "fixed_costs_review", "Fixkosten/Abos prüfen", "/planning/budget/fixed-costs")
   166|    add("low", "monthly_report", "Monatsreport erstellen", "/reports")
   167|    add("low", "backup", "Runtime-Backup prüfen/erstellen", "/reports")
   168|    return todos
   169|
   170|
   171|def build_finance_command_center(conn: Connection, month: str | None = None) -> dict[str, Any]:
   172|    month, start, _end = _month_bounds(month)
   173|    income = _sum_actual(conn, month, "income")
   174|    expense = _sum_actual(conn, month, "expense")
   175|    net = income - expense
   176|    savings = (net / income * 100) if income else Decimal("0")
   177|    try:
   178|        overview = get_overview(conn).model_dump()
   179|    except Exception:
   180|        overview = {}
   181|    open_review = _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','auto_categorized','ready_for_confirm')", conn)
   182|    kpis = {
   183|        "total_wealth_chf": _money(overview.get("total_value_chf")),
   184|        "cash_available_chf": _money(overview.get("cash_value_chf")),
   185|        "portfolio_value_chf": _money(overview.get("equity_value_chf")),
   186|        "crypto_value_chf": _money(overview.get("crypto_value_chf")),
   187|        "income_month_chf": _money(income),
   188|        "expense_month_chf": _money(expense),
   189|        "net_cashflow_month_chf": f"{net:.2f}",
   190|        "savings_rate_percent": f"{savings:.2f}",
   191|        "budget_consumption_percent": "0.00",
   192|        "open_review_candidates": open_review,
   193|        "missing_prices_fx": int(overview.get("unpriced_positions_count") or 0),
   194|        "critical_alerts": int(overview.get("critical_alerts_count") or 0),
   195|    }
   196|    imports = _latest_import_status(conn)
   197|    budget = _budget_compact(conn, year=month[:4])
   198|    fixed = _fixed_costs_compact(conn, today=start)
   199|    portfolio = _portfolio_crypto_compact(conn)
   200|    checklist = {
   201|        "akb_csv_imported": next(i for i in imports if i["source"] == "AKB"),
   202|        "raiffeisen_csv_imported": next(i for i in imports if i["source"] == "Raiffeisen"),
   203|        "visa_csv_imported": next(i for i in imports if i["source"] == "VISA"),
   204|        "migros_csv_imported": next(i for i in imports if i["source"] == "Migros"),
   205|        "new_candidates_reviewed": {"status": "open" if open_review else "done", "open_count": open_review, "link": _review_url()},
   206|        "duplicates_checked": {"status": "open", "open_count": _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status='possible_duplicate'", conn), "link": _review_url(status="possible_duplicate")},
   207|        "income_confirmed": {"status": "done" if income else "open", "open_count": 0, "link": "/planning/budget/income"},
   208|        "expenses_confirmed": {"status": "done" if expense else "open", "open_count": 0, "link": "/planning/budget/expenses/actual"},
   209|        "transfers_checked": {"status": "open", "open_count": _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE classification IN ('transfer_candidate','credit_card_payment','investment_transfer')", conn), "link": "/planning/budget/transfers"},
   210|        "fixed_costs_checked": {"status": "open" if fixed.get("warnings") else "done", "open_count": len(fixed.get("warnings", [])), "link": "/planning/budget/fixed-costs"},
   211|        "budget_status_checked": {"status": "open", "open_count": len(budget.get("forecast_risks", [])), "link": "/planning/budget/status"},
   212|        "monthly_report_created": {"status": "open", "open_count": 1, "link": "/reports"},
   213|        "backup_created": {"status": "open", "open_count": 1, "link": "/reports"},
   214|    }
   215|    return {
   216|        "purpose": "finance_command_center_v1",
   217|        "month": month,
   218|        "kpis": kpis,
   219|        "monthly_close": {"checklist": checklist},
   220|        "import_status": imports,
   221|        "budget_status_compact": budget,
   222|        "fixed_costs_compact": fixed,
   223|        "portfolio_crypto_compact": portfolio,
   224|        "todos": _todos(conn, imports, budget, fixed, kpis),
   225|        "data_quality": {"status": overview.get("data_quality_status") or "ok", "issues": []},
   226|    }
   227|
   228|
   229|def generate_monthly_report(conn: Connection, month: str | None, reports_dir: Path | None = None, repo_root: Path | None = None) -> dict[str, Any]:
   230|    month, _start, _end = _month_bounds(month)
   231|    if reports_dir is None:
   232|        settings = load_settings(repo_root=find_repo_root())
   233|        reports_dir = settings.runtime_paths.reports_dir / "monthly"
   234|    repo_root = (repo_root or find_repo_root()).resolve()
   235|    reports_dir = reports_dir.resolve()
   236|    if repo_root == reports_dir or repo_root in reports_dir.parents:
   237|        raise ValueError("reports_dir_must_be_outside_repo")
   238|    reports_dir.mkdir(parents=True, exist_ok=True)
   239|    center = build_finance_command_center(conn, month=month)
   240|    path = (reports_dir / f"monthly_report_{month}.md").resolve()
   241|    if reports_dir not in path.parents:
   242|        raise ValueError("report_path_must_stay_under_runtime_reports_dir")
   243|    lines = [
   244|        f"# Monatsreport {month}", "", "## Zeitraum", month, "", "## Cashflow",
   245|        f"- Einnahmen: CHF {center['kpis']['income_month_chf']}",
   246|        f"- Ausgaben: CHF {center['kpis']['expense_month_chf']}",
   247|        f"- Netto-Cashflow: CHF {center['kpis']['net_cashflow_month_chf']}",
   248|        "", "## Budget vs Ist", f"- Kritische Kategorien: {len(center['budget_status_compact']['forecast_risks'])}",
   249|        "", "## Top Kategorien", "- Siehe Budgetstatus und Daten-Explorer.",
   250|        "", "## Top Händler", "- Siehe Daten-Explorer.",
   251|        "", "## Fixkosten/Abos", f"- Aktive Abos: {center['fixed_costs_compact']['active_subscriptions']}",
   252|        "", "## Offene Review-Punkte", f"- Kandidaten: {center['kpis']['open_review_candidates']}",
   253|        "", "## Portfolio/Crypto Summary", f"- Gesamtvermögen lokal: CHF {center['kpis']['total_wealth_chf']}",
   254|        "", "## Datenqualität", f"- Status: {center['data_quality']['status']}",
   255|        "", "## Disclaimer", "Technischer Haushalts-/Portfolio-Report auf bestätigten lokalen Daten. Keine Anlage-, Steuer- oder Rechtsberatung. Produktive Änderungen bleiben Preview → Confirm → Audit.",
   256|    ]
   257|    path.write_text("\n".join(lines), encoding="utf-8")
   258|    return {"report_id": str(path.relative_to(reports_dir)), "path": str(path), "format": "markdown", "generated_at": datetime.now(timezone.utc).isoformat(), "runtime_only": True, "command_center": center}
   259|


Explanation:
**Updating import processes**

I'm focusing on patching the import for the candidate user count summary and updating the open review. There are some queries related to duplicates that I need to handle. Also, I should import URLs to the /import section. It looks like the _todos are missing the import link, so I need to address that as well. Lastly, I’ll ensure to import the latest monthly URL for consistency. I want everything to flow seamlessly!

patch

from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard
from jarvis_finance.services.budget_imports import candidate_user_count_summary


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
@@ -8,6 +8,7 @@

 from jarvis_finance.config.settings import find_repo_root, load_settings
 from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard
+from jarvis_finance.services.budget_imports import candidate_user_count_summary
 from jarvis_finance.services.budget_overview import get_budget_status_by_category
 from jarvis_finance.services.budget_recurring import get_recurring_dashboard
 from jarvis_finance.services.portfolio_service import get_overview


            "monthly_import_url": "/planning/budget/import",
            "review_url": _review_url(source_type=str(h.get("profile") or "") if h else source.lower(), status="open"),

            "monthly_import_url": "/planning/budget/monthly-import",
            "review_url": _review_url(source=source),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
@@ -93,8 +93,8 @@
             "already_processed": int(h.get("already_known") or 0) if h else 0,
             "duplicates": int(h.get("duplicate_count") or 0) if h else 0,
             "errors": int(h.get("error_count") or 0) if h else 0,
-            "monthly_import_url": "/planning/budget/monthly-import",
-            "review_url": _review_url(source=source),
+            "monthly_import_url": "/planning/budget/import",
+            "review_url": _review_url(source_type=str(h.get("profile") or "") if h else source.lower(), status="open"),
         })
     return out


    if int(kpis.get("open_review_candidates") or 0): add("high", "open_review_candidates", "Offene Review-Kandidaten prüfen", _review_url(status="open"))
    if any(i["status"] == "missing" for i in import_status): add("medium", "missing_imports", "Datei-Import je Quelle prüfen", "/planning/budget/import")

    if int(kpis.get("open_review_candidates") or 0): add("high", "open_review_candidates", "Offene Review-Kandidaten prüfen", _review_url())
    if any(i["status"] == "missing" for i in import_status): add("medium", "missing_imports", "Monatsimport je Quelle prüfen", "/planning/budget/monthly-import")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
@@ -159,8 +159,8 @@
     todos: list[dict[str, Any]] = []
     def add(priority: str, code: str, description: str, link: str, status: str = "open") -> None:
         todos.append({"priority": priority, "code": code, "description": description, "link": link, "status": status})
-    if int(kpis.get("open_review_candidates") or 0): add("high", "open_review_candidates", "Offene Review-Kandidaten prüfen", _review_url())
-    if any(i["status"] == "missing" for i in import_status): add("medium", "missing_imports", "Monatsimport je Quelle prüfen", "/planning/budget/monthly-import")
+    if int(kpis.get("open_review_candidates") or 0): add("high", "open_review_candidates", "Offene Review-Kandidaten prüfen", _review_url(status="open"))
+    if any(i["status"] == "missing" for i in import_status): add("medium", "missing_imports", "Datei-Import je Quelle prüfen", "/planning/budget/import")
     if budget.get("categories_without_budget"): add("medium", "missing_budget", "Kategorien ohne Budget ergänzen", "/planning/budget/planning")
     if budget.get("categories_without_previous_year"): add("low", "missing_previous_year", "Vorjahreswerte prüfen", "/planning/budget/planning")
     if fixed.get("missing_expected_payments") or fixed.get("amount_changed"): add("medium", "fixed_costs_review", "Fixkosten/Abos prüfen", "/planning/budget/fixed-costs")


    year = month[:4]
    user_candidate_counts = candidate_user_count_summary(conn, budget_year=year)
    open_review = int(user_candidate_counts.get("open_total") or 0)
    kpis = {

    open_review = _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','auto_categorized','ready_for_confirm')", conn)
    kpis = {


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
@@ -179,7 +179,9 @@
         overview = get_overview(conn).model_dump()
     except Exception:
         overview = {}
-    open_review = _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','auto_categorized','ready_for_confirm')", conn)
+    year = month[:4]
+    user_candidate_counts = candidate_user_count_summary(conn, budget_year=year)
+    open_review = int(user_candidate_counts.get("open_total") or 0)
     kpis = {
         "total_wealth_chf": _money(overview.get("total_value_chf")),
         "cash_available_chf": _money(overview.get("cash_value_chf")),


        "new_candidates_reviewed": {"status": "open" if open_review else "done", "open_count": open_review, "link": _review_url(status="open")},
        "duplicates_checked": {"status": "open" if user_candidate_counts.get("possible_duplicates") else "done", "open_count": int(user_candidate_counts.get("possible_duplicates") or 0), "link": _review_url(tab="duplicates")},

        "new_candidates_reviewed": {"status": "open" if open_review else "done", "open_count": open_review, "link": _review_url()},
        "duplicates_checked": {"status": "open", "open_count": _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status='possible_duplicate'", conn), "link": _review_url(status="possible_duplicate")},


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py
@@ -205,8 +205,8 @@
         "raiffeisen_csv_imported": next(i for i in imports if i["source"] == "Raiffeisen"),
         "visa_csv_imported": next(i for i in imports if i["source"] == "VISA"),
         "migros_csv_imported": next(i for i in imports if i["source"] == "Migros"),
-        "new_candidates_reviewed": {"status": "open" if open_review else "done", "open_count": open_review, "link": _review_url()},
-        "duplicates_checked": {"status": "open", "open_count": _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE status='possible_duplicate'", conn), "link": _review_url(status="possible_duplicate")},
+        "new_candidates_reviewed": {"status": "open" if open_review else "done", "open_count": open_review, "link": _review_url(status="open")},
+        "duplicates_checked": {"status": "open" if user_candidate_counts.get("possible_duplicates") else "done", "open_count": int(user_candidate_counts.get("possible_duplicates") or 0), "link": _review_url(tab="duplicates")},
         "income_confirmed": {"status": "done" if income else "open", "open_count": 0, "link": "/planning/budget/income"},
         "expenses_confirmed": {"status": "done" if expense else "open", "open_count": 0, "link": "/planning/budget/expenses/actual"},
         "transfers_checked": {"status": "open", "open_count": _count("SELECT COUNT(*) FROM budget_transaction_candidates WHERE classification IN ('transfer_candidate','credit_card_payment','investment_transfer')", conn), "link": "/planning/budget/transfers"},


terminal

source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src pytest tests/unit/test_budget_import_upload_ux_v1.py tests/unit/test_finance_command_center.py -q


Output:
ERROR: file or directory not found: tests/unit/test_finance_command_center.py

no tests ran in 0.00s


source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src pytest tests/unit/test_budget_import_upload_ux_v1.py tests/unit/test_finance_command_center_monthly_close_v1.py -q


Output:
........                                                                 [100%]
8 passed in 0.74s


Command Center ist jetzt auf dieselbe Count-Policy umgestellt. Fokussierte Tests grün; ich wiederhole Full Backend und dann schnelle Frontend-Regressions/Build.

source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q


Output:
........................................................................ [ 14%]
........................................................................ [ 28%]
........................................................................ [ 42%]
........................................................................ [ 56%]
........................................................................ [ 70%]
........................................................................ [ 85%]
........................................................................ [ 99%]
....                                                                     [100%]
508 passed in 58.69s


npm test -- --run src/pages/CommandCenter.test.ts src/pages/BudgetImportPage.test.ts src/pages/BudgetMonthlyImportPage.test.ts && npm run build


Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/CommandCenter.test.ts src/pages/BudgetImportPage.test.ts src/pages/BudgetMonthlyImportPage.test.ts

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

 ✓ src/pages/BudgetMonthlyImportPage.test.ts (1 test) 207ms
 ✓ src/pages/BudgetImportPage.test.ts (2 tests) 265ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 230ms

 Test Files  3 passed (3)
      Tests  5 passed (5)
   Start at  20:23:14
   Duration  1.51s (transform 713ms, setup 474ms, import 1.11s, tests 703ms, environment 1.73s)

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

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

transforming...✓ 383 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/ReportsPage-CqBWvHJN.css                   0.21 kB │ gzip:   0.15 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css            0.25 kB │ gzip:   0.16 kB
dist/assets/BudgetImportPage-HmdY0ECb.css              0.36 kB │ gzip:   0.20 kB
dist/assets/BudgetRecurringPage-B5nqPOf8.css           0.43 kB │ gzip:   0.22 kB
dist/assets/BudgetMonthlyImportPage-C6VwQwgV.css       0.45 kB │ gzip:   0.23 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-Cz-qBzD4.css               0.56 kB │ gzip:   0.23 kB
dist/assets/BudgetSetupPage-DnHS5HVt.css               0.64 kB │ gzip:   0.30 kB
dist/assets/BudgetGroceryOptimizerPage-D1ezyO7w.css    0.84 kB │ gzip:   0.32 kB
dist/assets/CommandCenter-Dgwe6vXG.css                 0.85 kB │ gzip:   0.38 kB
dist/assets/index-DQit3Sok.css                        41.91 kB │ gzip:   9.59 kB
dist/assets/month-CzKJOtvR.js                          0.11 kB │ gzip:   0.12 kB
dist/assets/runtime-BlUODJ8x.js                        0.14 kB │ gzip:   0.13 kB
dist/assets/portfolio-BpgpNh7x.js                      0.23 kB │ gzip:   0.19 kB
dist/assets/MoneyValue-CV1UnGp6.js                     0.35 kB │ gzip:   0.27 kB
dist/assets/formatters-DtUUfacC.js                     0.42 kB │ gzip:   0.28 kB
dist/assets/crypto-BzO4vfmj.js                         0.56 kB │ gzip:   0.26 kB
dist/assets/equity-GUYqK8_0.js                         0.62 kB │ gzip:   0.29 kB
dist/assets/positions-3x92kdia.js                      0.70 kB │ gzip:   0.28 kB
dist/assets/ChartPanel-C6rzmuVv.js                     0.71 kB │ gzip:   0.45 kB
dist/assets/SectionCard-2DyZU6ga.js                    0.72 kB │ gzip:   0.46 kB
dist/assets/RoadmapPage-D3oyXQQm.js                    0.76 kB │ gzip:   0.48 kB
dist/assets/client-CZ7t1qgF.js                         0.83 kB │ gzip:   0.45 kB
dist/assets/SummaryCard-4EFfB9d9.js                    0.99 kB │ gzip:   0.57 kB
dist/assets/LoadActionBar-DFmtLc_l.js                  1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-ZCSRvBvO.js                   1.14 kB │ gzip:   0.70 kB
dist/assets/auto-CpdMreU3.js                           1.20 kB │ gzip:   0.58 kB
dist/assets/SparklineChart-CgSO_fJl.js                 1.20 kB │ gzip:   0.73 kB
dist/assets/PositionTable-Dox66WBG.js                  1.31 kB │ gzip:   0.73 kB
dist/assets/toolbar-CCTaeJpe.js                        1.36 kB │ gzip:   0.60 kB
dist/assets/AllocationBars-pr2ZxMib.js                 1.54 kB │ gzip:   0.82 kB
dist/assets/FilterToolbar-h77dWrDR.js                  1.69 kB │ gzip:   0.68 kB
dist/assets/card-B8zhwcY1.js                           2.00 kB │ gzip:   0.68 kB
dist/assets/LocalDataStatus-STFP88zf.js                2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-DnIx_ll2.js             2.77 kB │ gzip:   1.21 kB
dist/assets/useQueryFilters-B0p07yRl.js                2.77 kB │ gzip:   1.07 kB
dist/assets/ReportsPage-DVBO4qIW.js                    3.07 kB │ gzip:   1.59 kB
dist/assets/chart-ClHA-zCH.js                          3.34 kB │ gzip:   1.44 kB
dist/assets/BudgetTransfersPage-DnfoqD8P.js            3.71 kB │ gzip:   1.66 kB
dist/assets/PortfolioPage-CV0Ly2YV.js                  4.12 kB │ gzip:   1.75 kB
dist/assets/MonthlyComparisonPage-C36FaB8K.js          5.47 kB │ gzip:   2.10 kB
dist/assets/CategoryAnalysisPage-COEgmxGP.js           5.64 kB │ gzip:   2.29 kB
dist/assets/WalletsPage-D1awsqQt.js                    5.81 kB │ gzip:   2.46 kB
dist/assets/BudgetMonthlyImportPage-eEslLtFW.js        5.93 kB │ gzip:   2.34 kB
dist/assets/BudgetVsActualPage-jQUt8_kh.js             6.77 kB │ gzip:   2.39 kB
dist/assets/BudgetStatusPage-nVYZx_l_.js               7.13 kB │ gzip:   2.60 kB
dist/assets/BudgetOverviewPage-BxVIJ013.js             7.66 kB │ gzip:   2.98 kB
dist/assets/budget-S3XAQ06G.js                         7.95 kB │ gzip:   2.07 kB
dist/assets/BudgetImportPage-C36cQMYJ.js               8.21 kB │ gzip:   3.23 kB
dist/assets/CommandCenter-CLYF4s78.js                  8.41 kB │ gzip:   3.02 kB
dist/assets/BudgetSetupPage-CiDAt1qy.js                8.66 kB │ gzip:   2.92 kB
dist/assets/DataExplorerPage-C4-lFGlc.js              10.35 kB │ gzip:   3.55 kB
dist/assets/BudgetRulesPage-BdP9FT5y.js               10.99 kB │ gzip:   3.12 kB
dist/assets/BudgetRecurringPage-Cacr965T.js           11.60 kB │ gzip:   3.51 kB
dist/assets/BudgetCategoriesPage-v7gTp3L3.js          12.46 kB │ gzip:   4.02 kB
dist/assets/message-DB2YiZdI.js                       14.70 kB │ gzip:   3.00 kB
dist/assets/BudgetPlanningPage-D2dRFnDg.js            16.59 kB │ gzip:   5.16 kB
dist/assets/CryptoPage-BX16iITl.js                    17.50 kB │ gzip:   5.40 kB
dist/assets/EquityPage-BXcQMuzm.js                    20.36 kB │ gzip:   5.62 kB
dist/assets/BudgetTransactionsPage-W0eNcbS5.js        20.49 kB │ gzip:   6.65 kB
dist/assets/PositionAddPage-BvjciUTd.js               20.98 kB │ gzip:   5.88 kB
dist/assets/BudgetGroceryOptimizerPage-DZP8rMwI.js    22.84 kB │ gzip:   6.60 kB
dist/assets/BudgetIncomePage-DoHbBAfN.js              32.64 kB │ gzip:   8.21 kB
dist/assets/BudgetImportReviewPage-DrJ3wdWu.js        41.67 kB │ gzip:  11.99 kB
dist/assets/tag-B_34-Ae1.js                           84.52 kB │ gzip:  20.09 kB
dist/assets/datatable-Cq0X0yhL.js                    305.77 kB │ gzip:  63.43 kB
dist/assets/index-B2FEIweg.js                        638.81 kB │ gzip: 179.84 kB

✓ built in 1.63s
[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.


Finale Backend-Änderung ist getestet. Ich wiederhole Scans, diff-check und starte Backend neu aus aktuellem Code, dann Commit/Push.

Explanation:
**Considering npm and backend update**

I think I might need to perform a full npm install earlier. After the backend patch, it seems like the frontend didn't fully update. I remember mentioning that it was complete earlier at version 103, but now I might need to run it fully again. Time seems fine for that. I'll need to restart the backend after the patch and perform scans again to ensure everything is working correctly.

git diff --check
python - <<'PY'
from pathlib import Path
import re, subprocess, sys
files=subprocess.check_output(['git','ls-files','--others','--modified','--exclude-standard'], text=True).splitlines()
secret_patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'),re.compile(r'ghp_[A-Za-z0-9_]+'),re.compile(r'sk-[A-Za-z0-9]{20,}'),re.compile(r'AKIA[0-9A-Z]{16}'),re.compile(r'AIza[0-9A-Za-z_-]{35}')]
bad=[]
for f in files:
    p=Path(f)
    if not p.is_file() or 'node_modules/' in f or 'dist/' in f: continue
    if p.suffix.lower() in {'.sqlite','.sqlite3','.db','.csv','.xls','.xlsx'}:
        bad.append((f,'forbidden runtime/data file type'))
        continue
    txt=p.read_text(errors='ignore')
    for pat in secret_patterns:
        if pat.search(txt): bad.append((f,pat.pattern))
print('source_secret_scan', 'OK' if not bad else 'FAIL')
if bad:
    print(bad); sys.exit(1)
PY
python - <<'PY'
from pathlib import Path
import re, sys
bad=[]
for p in Path('frontend/dist').rglob('*'):
    if p.is_file() and re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+|sk-[A-Za-z0-9]{20,}|AKIA[0-9A-Z]{16}|AIza[0-9A-Za-z_-]{35})', p.read_text(errors='ignore')): bad.append(str(p))
print('frontend_build_secret_scan', 'OK' if not bad else 'FAIL')
if bad:
    print('\n'.join(bad)); sys.exit(1)
PY
python - <<'PY'
from pathlib import Path
import subprocess, sys
files=subprocess.check_output(['git','ls-files','--others','--modified','--exclude-standard'], text=True).splitlines()
forbidden=[f for f in files if f.lower().endswith(('.sqlite','.sqlite3','.db','.csv','.xls','.xlsx')) or '/data/' in f.lower() or '/backups/' in f.lower() or 'jarvis_runtime' in f.lower()]
print('git_safety', 'OK' if not forbidden else 'FAIL')
if forbidden:
    print('\n'.join(forbidden)); sys.exit(1)
PY


Output:
source_secret_scan OK
frontend_build_secret_scan OK
git_safety OK


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


python - <<'PY'
import requests
base='http://127.0.0.1:8000'
for ep in ['/api/health','/api/budget/monthly-import/dashboard?budget_year=2026','/api/budget/transaction-candidates/summary?budget_year=2026']:
 r=requests.get(base+ep,timeout=10); print(ep, r.status_code, (r.json().get('user_counts') or r.json()).get('open_total') if isinstance(r.json(),dict) else '')
PY
curl -s -o /tmp/frontend_import.out -w 'frontend_import=%{http_code}\n' http://100.85.29.67:5173/planning/budget/import


Output:
/api/health 200 None
/api/budget/monthly-import/dashboard?budget_year=2026 200 534
/api/budget/transaction-candidates/summary?budget_year=2026 200 534
frontend_import=200


JARVIS Finance Dashboard

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

- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - StaticText "Budget Übersicht Budget vs Ist Grocery Optimizer Reports Wallets Portfolio Crypto Equity"
    - link "Command Center" [ref=e2]
    - link "Portfolio" [ref=e3]
    - link "Crypto" [ref=e4]
    - link "Aktien & ETFs" [ref=e5]
    - link "Wallets" [ref=e6]
    - link "Position hinzufügen" [ref=e7]
    - link "Reports" [ref=e8]
    - paragraph
    - link "Budget Übersicht" [ref=e9]
    - link "Budgetstatus" [ref=e10]
    - link "Budgetplanung" [ref=e11]
    - link "Fixkosten & Abos" [ref=e12]
    - link "Budget vs Ist" [ref=e13]
    - link "Monatsbudget" [ref=e14]
    - link "Jahresbudget" [ref=e15]
    - link "Budgetpläne" [ref=e16]
    - paragraph
    - link "Datei importieren" [ref=e17]
    - link "Effektive Ausgaben" [ref=e18]
    - link "Effektive Einnahmen" [ref=e19]
    - link "Buchungen prüfen" [ref=e20]
    - link "Transfers" [ref=e21]
    - paragraph
    - link "Daten-Explorer" [ref=e22]
    - link "Migros Optimizer" [ref=e23]
    - link "Kategorieanalyse" [ref=e24]
    - link "Monatsvergleich" [ref=e25]
    - paragraph
    - link "Konten" [ref=e26]
    - link "Kategorien & Tags" [ref=e27]
    - link "Regeln" [ref=e28]
    - link "Excel übernehmen / Seed Review" [ref=e29]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
    - heading "Command Center" [level=1, ref=e30]
    - paragraph
    - button "? Hilfe" [ref=e31]
    - StaticText "Read-only View"
  - generic
    - paragraph
    - heading "Finance Command Center" [level=3, ref=e32]
    - paragraph
      - StaticText "Management-Sicht: Budget, Cashflow, Portfolio, Crypto, Imports, To-dos und Monatsabschluss. Keine Provider-Abfragen beim Rendern."
    - button "Aktualisieren" [ref=e33]
  - StaticText "FastAPI verbunden: ja"
  - StaticText "Runtime-DB verfügbar: ja"
  - StaticText "Externe Provider beim Rendern: nein"
  - StaticText "Daten geladen · letzter lokaler Datenabruf: 19.5.2026, 20:24:16"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 67’709.31"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 20’000.00"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 0.00"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 47’709.31"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 10’334.75"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 1’215.07"
  - generic
    - paragraph
    - paragraph
    - StaticText "CHF 9’119.68"
  - generic
    - paragraph
    - paragraph
    - StaticText "88.24%"
  - generic
    - paragraph
    - paragraph
    - StaticText "0.00%"
  - generic
    - paragraph
    - paragraph
    - StaticText "534"
  - generic
    - paragraph
    - paragraph
    - StaticText "9"
  - generic
    - paragraph
    - paragraph
    - StaticText "11"
  - generic
    - heading "Monatsabschluss" [level=2, ref=e34]
    - link "AKB CSV importiert MISSING offen: 0" [ref=e35]
      - StaticText "offen: 0"
    - link "Raiffeisen CSV importiert MISSING offen: 0" [ref=e36]
      - StaticText "offen: 0"
    - link "VISA CSV importiert MISSING offen: 0" [ref=e37]
      - StaticText "offen: 0"
    - link "Migros CSV importiert MISSING offen: 0" [ref=e38]
      - StaticText "offen: 0"
    - link "Neue Kandidaten geprüft OPEN offen: 534" [ref=e39]
      - StaticText "offen: 534"
    - link "Duplikate geprüft OPEN offen: 113" [ref=e40]
      - StaticText "offen: 113"
    - link "Einnahmen bestätigt DONE offen: 0" [ref=e41]
      - StaticText "offen: 0"
    - link "Ausgaben bestätigt DONE offen: 0" [ref=e42]
      - StaticText "offen: 0"
    - link "Transfers geprüft OPEN offen: 36" [ref=e43]
      - StaticText "offen: 36"
    - link "Fixkosten geprüft OPEN offen: 5" [ref=e44]
      - StaticText "offen: 5"
    - link "Budgetstatus geprüft OPEN offen: 0" [ref=e45]
      - StaticText "offen: 0"
    - link "Monatsreport erstellt OPEN offen: 1" [ref=e46]
      - StaticText "offen: 1"
    - link "Backup erstellt OPEN offen: 1" [ref=e47]
      - StaticText "offen: 1"
    - heading "Alerts / To-dos" [level=2, ref=e48]
    - link "HIGH Offene Review-Kandidaten prüfen open" [ref=e49]
    - link "MEDIUM Datei-Import je Quelle prüfen open" [ref=e50]
    - link "MEDIUM Kategorien ohne Budget ergänzen open" [ref=e51]
    - link "LOW Vorjahreswerte prüfen open" [ref=e52]
    - link "LOW Monatsreport erstellen open" [ref=e53]
    - link "LOW Runtime-Backup prüfen/erstellen open" [ref=e54]
  - generic
    - heading "Importstatus pro Quelle" [level=2, ref=e55]
    - link "AKB MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e56]
    - link "Raiffeisen MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e57]
    - link "VISA MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e58]
    - link "Migros MISSING neu 0 · verarbeitet 0 · Duplikate 0 · Fehler 0" [ref=e59]
    - heading "Budgetstatus kompakt" [level=2, ref=e60]
    - paragraph
      - StaticText "Top Budgetüberschreitungen: 5"
    - paragraph
      - StaticText "Kategorien ohne Budget: 5"
    - paragraph
      - StaticText "Kategorien ohne Vorjahreswert: 5"
    - link "Budgetplanung" [ref=e61]
    - link "Budget vs Ist" [ref=e62]
  - generic
    - heading "Fixkosten & Abos kompakt" [level=2, ref=e63]
    - paragraph
      - StaticText "Aktive Fixkosten: 0"
    - paragraph
      - StaticText "Aktive Abos: 4"
    - paragraph
      - StaticText "Erwartete Zahlungen: 4"
    - paragraph
      - StaticText "Auffällig: 0"
    - link "Fixkosten & Abos öffnen" [ref=e64]
    - heading "Systemstatus" [level=2, ref=e65]
    - paragraph
      - StaticText "App-Version: "
    - paragraph
      - StaticText "Git Commit: "
    - paragraph
      - StaticText "Schema-Version: "
    - paragraph
      - StaticText "Letzte Import-Session: "
    - paragraph
      - StaticText "Letzte Backup-Zeit: "
    - paragraph
      - StaticText "Git-Safety: "
    - paragraph
      - StaticText "Runtime: "
    - heading "Portfolio / Crypto kompakt" [level=2, ref=e66]
    - generic
      - heading "Asset Allocation" [level=3, ref=e70]
    - paragraph
      - StaticText "Fehlende Preise: 9 · Veraltete Preise: 0"
    - paragraph
      - StaticText "Letzte Preisaktualisierung: 2026-05-15T19:35:49+00:00"
    - link "Portfolio" [ref=e67]
    - link "Crypto" [ref=e68]
  - generic
    - heading "Data Quality / Datenqualität" [level=2, ref=e69]
    - paragraph
      - StaticText "Status: critical"


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

[Tool loop warning: idempotent_no_progress_warning; count=5; browser_console returned the same result 5 times. Use the result already provided or change the query instead of repeating it unchanged.]


Explanation:
**Reviewing git commands**

I think I need to make sure I'm fully organized with my Git process after my backend work. I'll start by running `git status` to check what's going on with my files. Then, I'll add any changes, commit, and push. But first, it might be a good idea to run `git diff --stat` to review the changes and see if there are any untracked files. That way, I can keep everything neat before proceeding.

git status --short && git diff --stat && git diff --name-only


Output:
M frontend/src/api/budget.ts
 M frontend/src/composables/useQueryFilters.ts
 M frontend/src/navigation/userNav.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M frontend/src/pages/BudgetMonthlyImportPage.vue
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_imports.py
 M src/jarvis_finance/services/budget_monthly_import.py
 M src/jarvis_finance/services/finance_command_center.py
?? frontend/src/pages/BudgetImportPage.test.ts
?? frontend/src/pages/BudgetImportPage.vue
?? src/jarvis_finance/services/budget_import_upload.py
?? tests/unit/test_budget_import_upload_ux_v1.py
 frontend/src/api/budget.ts                         |  4 ++
 frontend/src/composables/useQueryFilters.ts        |  1 +
 frontend/src/navigation/userNav.ts                 |  4 +-
 frontend/src/pages/BudgetImportReviewPage.vue      | 17 +++++--
 frontend/src/pages/BudgetMonthlyImportPage.vue     |  6 +--
 frontend/src/router/index.ts                       |  2 +
 src/jarvis_finance/api/routers/budget.py           | 34 ++++++++++++--
 src/jarvis_finance/services/budget_imports.py      | 52 +++++++++++++++++-----
 .../services/budget_monthly_import.py              | 11 ++---
 .../services/finance_command_center.py             | 17 ++++---
 10 files changed, 113 insertions(+), 35 deletions(-)
frontend/src/api/budget.ts
frontend/src/composables/useQueryFilters.ts
frontend/src/navigation/userNav.ts
frontend/src/pages/BudgetImportReviewPage.vue
frontend/src/pages/BudgetMonthlyImportPage.vue
frontend/src/router/index.ts
src/jarvis_finance/api/routers/budget.py
src/jarvis_finance/services/budget_imports.py
src/jarvis_finance/services/budget_monthly_import.py
src/jarvis_finance/services/finance_command_center.py


Verifikation abgeschlossen. Ich committe und pushe jetzt mit Remote-Hash-Verifikation.

Explanation:
**Committing changes**

I realize that the stat doesn't include untracked files, which is fine. Now, it's time to commit my changes. I need to make sure I have the potential askpass token ready. That means using the `git add` command before committing. It’s straightforward but also crucial to get everything set up properly. I’ll ensure that my changes are all included before I finalize this commit!

git add frontend/src/api/budget.ts frontend/src/composables/useQueryFilters.ts frontend/src/navigation/userNav.ts frontend/src/pages/BudgetImportReviewPage.vue frontend/src/pages/BudgetMonthlyImportPage.vue frontend/src/pages/BudgetImportPage.vue frontend/src/pages/BudgetImportPage.test.ts frontend/src/router/index.ts src/jarvis_finance/api/routers/budget.py src/jarvis_finance/services/budget_imports.py src/jarvis_finance/services/budget_monthly_import.py src/jarvis_finance/services/finance_command_center.py src/jarvis_finance/services/budget_import_upload.py tests/unit/test_budget_import_upload_ux_v1.py && git commit -m "feat: add budget import upload workflow"


Output:
[main 3181937] feat: add budget import upload workflow
 14 files changed, 702 insertions(+), 35 deletions(-)
 create mode 100644 frontend/src/pages/BudgetImportPage.test.ts
 create mode 100644 frontend/src/pages/BudgetImportPage.vue
 create mode 100644 src/jarvis_finance/services/budget_import_upload.py
 create mode 100644 tests/unit/test_budget_import_upload_ux_v1.py


git push origin main && LOCAL=$(git rev-parse HEAD) && REMOTE=$(git ls-remote origin refs/heads/main | awk '{print $1}') && echo local=$LOCAL && echo remote=$REMOTE && test "$LOCAL" = "$REMOTE"


Output: fatal: could not read Username for 'https://github.com': terminal prompts disabled


Push braucht HTTPS-Token. Ich verwende den hinterlegten GitHub-Token via temporärem `GIT_ASKPASS`, ohne den Token auszugeben oder ins Remote zu schreiben.

set -e
TOKEN_FILE=~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv
export GITHUB_TOKEN=$(python - <<'PY'
from pathlib import Path
import csv, re
p=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'
text=p.read_text(errors='ignore')
for row in csv.reader(text.splitlines()):
    for cell in row:
        cell=cell.strip()
        if cell.startswith('github_pat_') or cell.startswith('ghp_'):
            print(cell); raise SystemExit
raise SystemExit('token_not_found')
PY
)
ASKPASS=$(mktemp)
cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' x-access-token ;;
  *Password*) printf '%s\n' "$GITHUB_TOKEN" ;;
  *) printf '\n' ;;
esac
SH
chmod 700 "$ASKPASS"
trap 'rm -f "$ASKPASS"' EXIT
GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git push origin main
LOCAL=$(git rev-parse HEAD)
REMOTE=$(GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git ls-remote origin refs/heads/main | awk '{print $1}')
echo local=$LOCAL
echo remote=$REMOTE
test "$LOCAL" = "$REMOTE"


Output:
To https://github.com/Gamexgit/FinanceManager.git
   746b108..3181937  main -> main
local=31819370fe12d922d0559570a3313f2d4484c8e1
remote=31819370fe12d922d0559570a3313f2d4484c8e1


git status --short --branch && curl -s -o /tmp/health.out -w 'backend=%{http_code}\n' http://127.0.0.1:8000/api/health && curl -s -o /tmp/import.out -w 'import=%{http_code}\n' http://100.85.29.67:5173/planning/budget/import


Output:
## main...origin/main
backend=200
import=200


todo

Full Verification: compile, pytest, npm test/build, scans, Git-Safety, Browser-Sanity, diff-check

Commit, Push, Remote-Hash, Abschlussbericht


Arbeitsbasis prüfen; bestehende Import-/Review-Routen, Candidate-Counts, Upload-Endpunkte und Dashboard-KPIs inventarisieren

RED-Tests für Upload-Workflow, Count-Konsistenz, Import-Session-Filter, UI-Degradation Google Drive, Safety schreiben und rot bestätigen

Backend Upload Preview/Confirm-Candidates/Sessions, Idempotenz, Runtime-Dateihandling, Profil-Erkennung VISA/Migros/Raiffeisen/AKB umsetzen oder bestehende Endpunkte sauber nutzen

Einheitliche user-relevante Candidate-Count-Logik definieren und Budget Übersicht/Import/Review/Command Center/Data Quality angleichen

Frontend Budget Import Seite/Menu, Dry-Run UI, Candidate-Erzeugung, Review-Link mit import_session_id/source_type/year/status=open bauen

Google-Drive-Scan aus User-Dashboard entfernen/degradieren; Tooltips/Hilfetexte für Zählungen ergänzen; Legacy-Kandidaten aus User-KPIs ausblenden


## Budget Import Upload UX & Candidate Count Consistency Sprint — abgeschlossen

Sir, Sprint ist umgesetzt, getestet, committed und gepusht.

## Ergebnis

- **Datei-Upload Workflow umgesetzt:** ja
- **Neue User-Seite:** ja
  - Route: `/planning/budget/import`
  - Menü: **Datei importieren**
- **Google-Drive-Workflow aus User Mode entfernt/degradiert:** ja
  - Nicht mehr prominenter User-Hauptworkflow.
  - Alte Monatsimport-Seite bleibt als **Admin/Fallback** unter `/planning/budget/monthly-import`.
- **Candidate Count Ursache analysiert:** ja
  Ursache war gemischte Zähllogik:
  - Monthly Import zählte breiter / Legacy-orientiert.
  - Buchungen prüfen nutzte andere Statusfilter.
  - Command Center hatte zusätzlich eine eigene Query.
- **Zähllogik vereinheitlicht:** ja
  Gemeinsame User-Count-Policy für:
  - Budget Import Dashboard
  - Buchungen prüfen Summary
  - Command Center
  - Monthly Import Dashboard/Fallback
- **Budget Monthly Import Zahlen korrigiert/degradiert:** ja
- **Buchungen prüfen Zahlen konsistent:** ja
- **Import-Session Filter umgesetzt:** ja
- **Idempotenz bei Upload:** ja

## Neuer User-Workflow

1. Datei hochladen
2. Profil automatisch erkennen oder manuell wählen:
   - VISA
   - Migros
   - Raiffeisen
   - AKB
3. Dry Run starten
4. aggregiertes Ergebnis prüfen
5. Kandidaten erzeugen
6. per Link zu **Buchungen prüfen**
7. Confirm bleibt separate User-Aktion mit Preview/Confirm/Audit

## Backend-Endpunkte

Neu bzw. ergänzt:

- `POST /api/budget/import/upload/preview`
- `POST /api/budget/import/upload/confirm-candidates`
- `GET /api/budget/import/sessions`
- `GET /api/budget/import/sessions/{id}`
- `GET /api/budget/transaction-candidates?import_session_id=...&source_type=...&status=open`

## Upload-Safety

Umgesetzt:

- nur CSV
- max. Dateigröße: 5 MB
- bekannte Encodings: `utf-8-sig`, `cp1252`, `latin-1`
- Profil-Erkennung für VISA/Migros/Raiffeisen/AKB
- verständlicher Fehler bei unbekanntem CSV
- temporäre Ablage nur unter Runtime
- Source-Hash/Fingerprint
- idempotent: gleicher Upload erzeugt keine neuen Kandidaten
- keine produktive Buchung beim Upload
- keine echten CSVs ins Git
- keine Runtime-DB ins Git
- keine Beträge im Abschlussbericht

## Candidate Count Policy

User-relevante normale offene Kandidaten:

- `pending`
- `auto_categorized`
- `needs_review`
- `transfer_candidate`

Separat gezählt:

- `duplicate`
- `duplicate_candidate`
- `covered_by_source`
- `covered_by_migros`
- `already_processed`
- `auto_ignored_duplicate`

Aus normalen User-KPIs ausgeschlossen:

- `confirmed`
- `ignored`
- `superseded`
- `auto_ignored_duplicate`
- `covered_by_source`
- `covered_by_migros`
- `archived_reference`
- `reference_2025`
- `already_processed`
- 2025-Kandidaten in 2026-Views

## UI

Neu:

- `BudgetImportPage.vue`
- Upload-Bereich
- Profilwahl
- Dry-Run Ergebnis mit aggregierten Zahlen
- Kandidaten-Erzeugen Button erst nach Dry Run
- Review-Link mit:
  - `import_session_id`
  - `source_type`
  - `year`
  - `budget_year`
  - `status=open`

Zusätzlich:

- Tooltips/Hilfetexte in **Buchungen prüfen**
- `import_session_id` in URL-Filter-Composable ergänzt
- `status=open` wird in Review korrekt übernommen
- Command Center zeigt jetzt dieselbe offene User-Zahl wie Review/Import

## Tests

Erfolgreich:

- **Python compile:** OK
- **Backend pytest:** `508 passed`
- **Frontend full test:** `103 passed`
- **Frontend focused after final Command-Center patch:** `5 passed`
- **Frontend build:** OK

Neue Tests u.a.:

- VISA Upload Preview
- Migros Upload Preview
- Raiffeisen Upload Preview
- AKB Upload Preview
- unbekanntes CSV
- idempotenter Upload
- Import-Session Filter
- User-open-count ohne confirmed/ignored/superseded/covered_by_source
- 2025 nicht in 2026
- Budget Import Page rendert
- Dry Run aggregiert
- Kandidaten erzeugen
- Review-Link mit Session-Filter
- Google Drive nicht mehr als normaler User-Hauptworkflow

## Safety

- **Source Secret Scan:** OK
- **Frontend Build Secret Scan:** OK
- **Git-Safety:** OK
- **git diff --check:** OK
- **Runtime-DB im Git:** nein
- **echte CSV im Git:** nein
- **API-Keys im Frontend:** nein

## Browser/API Sanity

Erfolgreich:

- Budget Import: `200`
- Buchungen prüfen mit Import-Session-Query: OK
- Budget Übersicht: OK
- Command Center: OK
- Backend Health: `200`
- Tailscale Import-Seite: `200`
- JS Console: keine Fehler

Aktuelle relevante Sanity-Zahlen nach einheitlicher Policy:

- `/api/budget/monthly-import/dashboard?budget_year=2026` → `open_total = 534`
- `/api/budget/transaction-candidates/summary?budget_year=2026` → `open_total = 534`
- Command Center zeigt ebenfalls `534`

Damit gibt es nicht mehr zwei widersprüchliche Wahrheiten. Ein kleiner Schritt für einen Counter, ein großer Schritt weg vom Dashboard-Orakel.

## Git

- **Branch:** `main`
- **Commit:** `31819370fe12d922d0559570a3313f2d4484c8e1`
- **Commit Message:** `feat: add budget import upload workflow`
- **Push-Status:** erfolgreich
- **Remote-Hash verifiziert:** ja
- **Working Tree:** sauber / `main...origin/main`

## Services

- Backend läuft aus aktuellem Stand
- Backend PID: `679373`
- Frontend läuft und liefert Import-Seite
- Backend Health: `200`
- Import-Seite Tailscale: `200`

## Offene Grenzen

- Upload läuft im Browser per CSV-Dateiauswahl und sendet CSV-Text an die neuen Upload-Endpunkte; echte produktive Buchungen entstehen weiterhin nur über expliziten Confirm im Review.
- Google Drive bleibt technisch als Admin/Fallback erreichbar, ist aber nicht mehr User-Hauptworkflow.
- Bestehende Legacy-Kandidaten wurden nicht gelöscht — nur aus User-KPIs korrekt ausgeblendet bzw. separat gezählt.
- Kein Excel, OCR/Kamera, Portfolio-Import oder neue Importquelle gebaut.