export const moreItems: UserNavItem[] = [
  { key: 'reports', to: '/reports', label: 'Reports' },
  { key: 'wallets', to: '/wallets', label: 'Wallets' },
  { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },
  { key: 'categories', to: '/planning/budget/categories', label: 'Kategorien' },
  { key: 'equity', to: '/equity', label: 'Aktien/ETF & Cash' },
  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
  { key: 'budget-import', to: '/planning/budget/import', label: 'Datei importieren' },
  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },

export const moreItems: UserNavItem[] = [
  { key: 'reports', to: '/reports', label: 'Reports' },
  { key: 'wallets', to: '/wallets', label: 'Wallets' },
  { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },
  { key: 'categories', to: '/planning/budget/categories', label: 'Kategorien' },
  { key: 'equity', to: '/equity', label: 'Aktien/ETF & Cash' },
  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },


patch

--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/navigation/userNav.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/navigation/userNav.ts
@@ -58,6 +58,7 @@
   { key: 'categories', to: '/planning/budget/categories', label: 'Kategorien' },
   { key: 'equity', to: '/equity', label: 'Aktien/ETF & Cash' },
   { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
+  { key: 'budget-import', to: '/planning/budget/import', label: 'Datei importieren' },
   { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },
   { key: 'budget-vs-actual', to: '/planning/budget/analysis/budget-vs-actual', label: 'Budget vs Ist' },
   { key: 'budget-planning', to: '/planning/budget/planning', label: 'Budgetplanung' },

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

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


  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
  { key: 'budget-import', to: '/planning/budget/import', label: 'Datei importieren' },
  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },
  { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },

  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },
  { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/navigation/userNav.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/navigation/userNav.ts
@@ -72,6 +72,7 @@
   { key: 'budget', to: '/planning/budget', label: 'Budget' },
   { key: 'expenses', to: '/planning/budget/expenses/actual', label: 'Ausgaben' },
   { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },
+  { key: 'budget-import', to: '/planning/budget/import', label: 'Datei importieren' },
   { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },
   { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },
   { key: 'crypto', to: '/crypto', label: 'Crypto' },

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

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


Explanation:
**Updating budget module**

I need to adjust the text on the BudgetMonthlyImportPage for the admin fallback, and there might be some tests from the old version that need an update too. I'll make it a plan to revisit this later. In the meantime, I'll run a front-end test to ensure everything is functioning correctly. It's crucial to stay on top of all these updates to keep things running smoothly!

terminal

npm test -- --run src/pages/BudgetImportPage.test.ts


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

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

 ✓ src/pages/BudgetImportPage.test.ts (2 tests) 193ms

 Test Files  1 passed (1)
      Tests  2 passed (2)
   Start at  20:09:14
   Duration  1.24s (transform 268ms, setup 132ms, import 269ms, tests 193ms, environment 531ms)


Explanation:
**Updating review page**

I need to make some changes to the review page. Specifically, I’ll work on incorporating `import_session_id` so it can accept that. Also, adding tooltips sounds essential for better user guidance. I should inspect how these changes will fit into the existing framework. It’s important that everything works smoothly, so I’ll pay attention to detail while making these updates. I'll ensure the user experience is clear and helpful with these additions!


1|<template>
     2|

     3|
     4|
Ausgaben · Buchungen prüfen

     5|
Buchungen prüfen

     6|
Import-Kandidaten mit Quellentabs, Transferlogik und auditierbaren Aktionen. Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben.

     7|
     8|
     9|    <Message v-if="message" severity="success" :closable="false">{{ message }}</Message>
    10|    <Message v-if="error" severity="error" :closable="false">{{ error }}</Message>
    11|
    12|

    13|      <Card v-for="card in summaryCards" :key="card.label" data-test="candidate-summary-card">
    14|        <template #content>
{{ card.label }}

{{ card.value }}
</template>
    15|      </Card>
    16|

    17|
    18|    <Card>
    19|      <template #content>
    20|        <Tabs v-model:value="activeTab" @update:value="setTab(String($event))">
    21|          <TabList><Tab v-for="tab in tabs" :key="tab.key" :value="tab.key">{{ tab.label }}</Tab></TabList>
    22|        </Tabs>
    23|        <Toolbar class="mt-4">
    24|          <template #start>

    25|            <Select v-model="confirmAccount" :options="accountOptions.filter(o => o.value)" optionLabel="label" optionValue="value" placeholder="Confirm-Konto" class="w-48" />
    26|            <Select v-model="filters.budget_year" :options="yearOptions" optionLabel="label" optionValue="value" class="w-40" />
    27|            <Select v-model="status" :options="statusOptions" optionLabel="label" optionValue="value" placeholder="Status" class="w-44" />
    28|            <Select v-model="bulkCategory" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Bulk-Kategorie" filter class="w-56" />
    29|            <InputText v-model="filters.merchant" placeholder="Händler" class="w-36" />
    30|            <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" />
    31|            <Button label="Filtern" icon="pi pi-filter" severity="secondary" @click="load" />
    32|            <Button label="Bankeingänge neu klassifizieren" icon="pi pi-refresh" severity="info" @click="reclassifyIncome" />
    33|
</template>
    34|        </Toolbar>
    35|        <Toolbar class="mt-3">
    36|          <template #start>
<Tag data-test="bulk-selection-count" :value="`Ausgewählt: ${selectedIds.length}`" severity="info" rounded /><Button data-test="bulk-apply-category" label="Kategorie auf Auswahl anwenden" severity="secondary" :disabled="!selectedIds.length || !bulkCategory" @click="bulkSetCategory" /><Button data-test="bulk-confirm-preview" label="Auswahl bestätigen" :disabled="!selectedIds.length" @click="previewBatchConfirm" /><Button data-test="bulk-ignore" label="Ignorieren" severity="secondary" :disabled="!selectedIds.length" @click="bulkIgnore" /><Button data-test="bulk-reopen" label="Wieder öffnen" severity="secondary" :disabled="!selectedIds.length" @click="bulkReopen" /><Button label="Transfer" severity="warn" :disabled="!selectedIds.length" @click="bulkTransfer" />
</template>
    37|        </Toolbar>
    38|
    39|        <Message v-if="batchPreview" class="mt-3" severity="warn" :closable="false" data-test="batch-confirm-preview">Bulk Confirm Preview: {{ batchPreview.count }} bestätigungsfähig · Blocker: {{ batchPreview.conflicts.length }} <Button class="ml-2" size="small" label="Details öffnen" @click="batchDialogVisible=true" /></Message>
    40|        <Message v-if="batchErrors.length" class="mt-3" severity="error" :closable="false">Fehler pro Kandidat: {{ batchErrors.length }}

{{ err.error }}

</Message>
    41|
    42|        <DataTable :value="candidates" data-test="candidate-review-table" size="small" paginator :rows="25" responsiveLayout="scroll" dataKey="transaction_candidate_id" class="mt-4">
    43|          <Column headerStyle="width:3rem"><template #header><input type="checkbox" :checked="allVisibleSelected" @change="toggleAll" /></template><template #body="slotProps"><input v-model="selected" :value="slotProps.data.transaction_candidate_id" type="checkbox" /></template></Column>
    44|          <Column field="transaction_date" header="Datum" sortable><template #body="slotProps">{{ slotProps.data.transaction_date || '—' }}</template></Column>
    45|          <Column header="Quelle"><template #body="slotProps">{{ slotProps.data.source_type }}{{ slotProps.data.source_file_label }}</template></Column>
    46|          <Column header="Händler/Beschreibung"><template #body="slotProps">{{ slotProps.data.merchant || slotProps.data.description }}{{ slotProps.data.description }}</template></Column>
    47|          <Column header="Betrag" bodyClass="amount-cell"><template #body="slotProps">{{ slotProps.data.amount_original || '—' }} {{ slotProps.data.currency_original }}</template></Column>
    48|          <Column header="Kategorie"><template #body="slotProps"><Select :modelValue="slotProps.data.proposed_category_id || ''" :options="categoryOptions" optionLabel="label" optionValue="value" filter placeholder="Review nötig" class="w-56" @update:modelValue="setCategory(slotProps.data, String($event))" /><Button class="mt-1" label="+ Kategorie" size="small" text @click="openNewCategory(slotProps.data)" /></template></Column>
    49|          <Column header="Typ"><template #body="slotProps"><Tag :value="typeLabel(slotProps.data)" severity="info" rounded />{{ transferHint(slotProps.data) }}</template></Column>
    50|          <Column header="Confidence"><template #body="slotProps"><Tag :value="slotProps.data.confidence" :severity="confidenceSeverity(slotProps.data.confidence)" rounded /></template></Column>
    51|          <Column header="Grund / Geldfluss"><template #body="slotProps"><Tag :value="slotProps.data.rule_name || slotProps.data.classification || '—'" severity="secondary" />{{ slotProps.data.review_reason || slotProps.data.notes }}Von Konto: {{ slotProps.data.account_source || slotProps.data.source_type }} · Zu Konto: {{ suggestedTargetAccount(slotProps.data) }}Gegenbuchung gefunden: {{ counterBookingHint(slotProps.data) }}</template></Column>
    52|          <Column header="Status"><template #body="slotProps"><Tag :value="statusLabel(slotProps.data.status)" :severity="statusSeverity(slotProps.data.status)" rounded /></template></Column>
    53|          <Column header="Aktionen"><template #body="slotProps">
<Button v-if="canConfirm(slotProps.data)" label="Bestätigen" size="small" @click="confirmItem(slotProps.data)" /><Button v-if="canForceConfirmDuplicate(slotProps.data)" label="Trotzdem bestätigen" size="small" severity="warn" @click="confirmItem(slotProps.data, true)" /><Button label="Ignorieren" size="small" severity="secondary" @click="ignoreItem(slotProps.data.transaction_candidate_id)" /><Button label="Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'transfer')" /><Button label="Investment Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'investment_transfer')" /><Button label="Kreditkartenausgleich" size="small" severity="warn" @click="markType(slotProps.data, 'credit_card_payment')" /><Button label="Splitten" size="small" severity="info" @click="openSplit(slotProps.data)" /><Button label="Details" size="small" text @click="detail=slotProps.data" />
</template></Column>
    54|          <template #empty>Keine Kandidaten.</template>
    55|        </DataTable>
    56|      </template>
    57|    </Card>
    58|
    59|    <Dialog v-model:visible="detailVisible" modal header="Kandidat Details" :style="{ width: 'min(720px, 96vw)' }">
    60|

{{ detail.merchant || detail.description }}

{{ row[0] }}

{{ row[1] || '—' }}

    61|

Neue Kategorie erstellen
<InputText v-model="newCategory.name" class="mt-3 w-full" placeholder="Name" /><Select v-model="newCategory.parent_category_id" :options="categoryOptions" optionLabel="label" optionValue="value" class="mt-3 w-full" placeholder="Parent" /><Select v-model="newCategory.category_type" :options="['expense','income','transfer','neutral']" class="mt-3 w-full" /><Button class="mt-3" label="Kategorie erstellen & zuordnen" @click="createCategoryFromReview" />

    62|

Split erstellen

<Select v-model="split.category_id" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Kategorie" /><InputText v-model="split.amount_original" placeholder="Betrag" /><InputText v-model="split.tag" placeholder="Tag" /><InputText v-model="split.note" placeholder="Notiz" />

Split-Summe: {{ splitTotalText }} · Differenz: {{ splitDiffText }}
<Button class="mt-3" label="Zeile +" severity="secondary" @click="splits.push({ category_id:'', amount_original:'', tag:'', note:'' })" /><Button class="ml-2 mt-3" label="Split Preview/Confirm" :disabled="!splitMatches" @click="confirmSplit" />

    63|    </Dialog>
    64|    <Dialog v-model:visible="batchDialogVisible" modal header="Auswahl bestätigen" :style="{ width: 'min(760px, 96vw)' }" data-test="bulk-confirm-dialog">
    65|

    66|

    67|

Kandidaten

{{ batchPreview.count }}

    68|

Blocker

{{ batchPreview.conflicts.length }}

    69|

Mögliche Duplikate

{{ batchPreview.possible_duplicates || batchPreview.blockers?.duplicate_candidates || 0 }}

    70|

    71|

Kategorien

{{ name }}: {{ count }}

Quellen

{{ name }}: {{ count }}

    72|

Blocker & Warnungen

Keine Blocker. Confirm ist möglich.

{{ conflict.reason }}

    73|
<Button label="Abbrechen" severity="secondary" @click="batchDialogVisible=false" /><Button data-test="bulk-confirm-final" label="Final bestätigen" :disabled="!batchPreview.can_confirm" @click="confirmBatchPreview" />

    74|

    75|    </Dialog>
    76|

    77|</template>
    78|
   159|


     1|import { defineStore } from 'pinia'
     2|import { confirmBudgetTransactionCandidate, getBudgetTransactionCandidates, getBudgetTransactionCandidateSummary, type BudgetReviewSummary, type BudgetTransactionCandidate } from '@/api/budget'
     3|
     4|export const useBudgetReviewStore = defineStore('budgetReview', {
     5|  state: () => ({ candidates: [] as BudgetTransactionCandidate[], summary: null as BudgetReviewSummary | null, loading: false, error: '', lastFilters: { budget_year: '2026' } as Record<string, string>, lastStatus: '', lastTab: '', confirmAccountId: '' }),
     6|  actions: {
     7|    async load(filters?: Record<string, string>, status?: string, tab?: string) {
     8|      filters = filters || this.lastFilters; status = status ?? this.lastStatus; tab = tab ?? this.lastTab
     9|      this.loading = true; this.error = ''; this.lastFilters = { ...filters }; this.lastStatus = status; this.lastTab = tab
    10|      try {
    11|        this.candidates = await getBudgetTransactionCandidates(status, tab, filters)
    12|        this.summary = await getBudgetTransactionCandidateSummary(filters.budget_year || filters.year || '2026')
    13|      } catch (e) { this.error = e instanceof Error ? e.message : 'Buchungen prüfen nicht verfügbar' }
    14|      finally { this.loading = false }
    15|    },
    16|    async confirmCandidate(id: string, body: unknown) { const result = await confirmBudgetTransactionCandidate(id, body); await this.load(this.lastFilters, this.lastStatus, this.lastTab); return result },
    17|    async refresh() { await this.load(this.lastFilters, this.lastStatus, this.lastTab) },
    18|  },
    19|})
    20|


     1|import { reactive, watch, type Ref } from 'vue'
     2|import { useRoute, useRouter, type RouteLocationNormalizedLoaded, type Router } from 'vue-router'
     3|
     4|export type QueryFilterKind = 'string' | 'year' | 'month' | 'date' | 'number' | 'enum'
     5|export type QueryFilterRule = { default: string; kind?: QueryFilterKind; values?: string[]; aliases?: string[] }
     6|export type QueryFilterSchema = Record<string, QueryFilterRule>
     7|
     8|export const budgetFilterSchema: QueryFilterSchema = {
     9|  year: { default: '2026', kind: 'year' },
    10|  month: { default: '', kind: 'month' },
    11|  date_from: { default: '', kind: 'date' },
    12|  date_to: { default: '', kind: 'date' },
    13|  type: { default: 'both', kind: 'enum', values: ['both', 'income', 'expense', 'fee', 'refund', 'transfer'] },
    14|  account: { default: '', kind: 'string', aliases: ['account_id'] },
    15|  category: { default: '', kind: 'string', aliases: ['category_id'] },
    16|  merchant: { default: '', kind: 'string' },
    17|  source: { default: '', kind: 'string', aliases: ['source_type'] },
    18|  tag: { default: '', kind: 'string' },
    19|  status: { default: '', kind: 'string' },
    20|  search: { default: '', kind: 'string' },
    21|  amount_min: { default: '', kind: 'number' },
    22|  amount_max: { default: '', kind: 'number' },
    23|  budget_year: { default: '2026', kind: 'year', aliases: ['year'] },
    24|  account_id: { default: '', kind: 'string', aliases: ['account'] },
    25|  category_id: { default: '', kind: 'string', aliases: ['category'] },
    26|  source_type: { default: '', kind: 'string', aliases: ['source'] },
    27|  recurring_type: { default: '', kind: 'string' },
    28|}
    29|
    30|function firstQueryValue(value: unknown): string {
    31|  if (Array.isArray(value)) return String(value[0] ?? '')
    32|  return value == null ? '' : String(value)
    33|}
    34|
    35|function validDate(value: string) { return /^\d{4}-\d{2}-\d{2}$/.test(value) }
    36|function validMonth(value: string) { return /^\d{4}-(0[1-9]|1[0-2])$/.test(value) }
    37|function validYear(value: string) { return /^20\d{2}$/.test(value) }
    38|function validNumber(value: string) { return /^-?\d+(\.\d{1,2})?$/.test(value) }
    39|
    40|function sanitize(value: string, rule: QueryFilterRule): string {
    41|  if (!value) return rule.default
    42|  if (rule.kind === 'year') return validYear(value) ? value : rule.default
    43|  if (rule.kind === 'month') return validMonth(value) ? value : rule.default
    44|  if (rule.kind === 'date') return validDate(value) ? value : rule.default
    45|  if (rule.kind === 'number') return validNumber(value) ? value : rule.default
    46|  if (rule.kind === 'enum') return rule.values?.includes(value) ? value : rule.default
    47|  return value.slice(0, 200)
    48|}
    49|
    50|function readRouteFilters(schema: QueryFilterSchema, route: RouteLocationNormalizedLoaded): Record<string, string> {
    51|  const out: Record<string, string> = {}
    52|  Object.entries(schema).forEach(([key, rule]) => {
    53|    const keys = [key, ...(rule.aliases || [])]
    54|    const raw = keys.map((k) => firstQueryValue(route.query[k])).find(Boolean) || ''
    55|    out[key] = sanitize(raw, rule)
    56|  })
    57|  return out
    58|}
    59|
    60|export function useQueryFilters(schema: QueryFilterSchema = budgetFilterSchema, provided?: { router?: Router; route?: Ref<RouteLocationNormalizedLoaded> }) {
    61|  let injectedRouter: Router | undefined
    62|  let injectedRoute: any
    63|  try { injectedRouter = provided?.router || useRouter() } catch { injectedRouter = provided?.router }
    64|  try { injectedRoute = provided?.route || useRoute() } catch { injectedRoute = provided?.route }
    65|  const fallbackRoute = { value: { query: Object.fromEntries(new URLSearchParams(globalThis.location?.search || '').entries()) } as unknown as RouteLocationNormalizedLoaded }
    66|  const router = injectedRouter || { push: async ({ query }: any) => { const qs = new URLSearchParams(query).toString(); globalThis.history?.pushState({}, '', `${globalThis.location?.pathname || '/'}${qs ? `?${qs}` : ''}`) }, replace: async ({ query }: any) => { const qs = new URLSearchParams(query).toString(); globalThis.history?.replaceState({}, '', `${globalThis.location?.pathname || '/'}${qs ? `?${qs}` : ''}`) } } as unknown as Router
    67|  const route = injectedRoute || fallbackRoute
    68|  const routeRef = 'value' in route ? route : ({ value: route } as Ref<RouteLocationNormalizedLoaded>)
    69|  const filters = reactive(readRouteFilters(schema, routeRef.value)) as Record<string, string>
    70|  let writing = false
    71|
    72|  async function writeUrl(replace = false) {
    73|    const query: Record<string, string> = {}
    74|    Object.entries(schema).forEach(([key, rule]) => {
    75|      const value = sanitize(filters[key] || '', rule)
    76|      filters[key] = value
    77|      if (value && (value !== rule.default || key === 'year')) query[key] = value
    78|    })
    79|    writing = true
    80|    await router[replace ? 'replace' : 'push']({ query })
    81|    writing = false
    82|  }
    83|
    84|  async function setFilter(key: string, value: string) {
    85|    if (!(key in schema)) return
    86|    filters[key] = sanitize(value, schema[key])
    87|    await writeUrl(false)
    88|  }
    89|
    90|  async function apply(next?: Record<string, string>, replace = false) {
    91|    if (next) Object.entries(next).forEach(([k, v]) => { if (k in schema) filters[k] = sanitize(String(v || ''), schema[k]) })
    92|    await writeUrl(replace)
    93|  }
    94|
    95|  watch(() => routeRef.value.query, () => {
    96|    if (writing) return
    97|    const next = readRouteFilters(schema, routeRef.value)
    98|    Object.assign(filters, next)
    99|  }, { deep: true })
   100|
   101|  return { filters, setFilter, apply, toParams: () => ({ ...filters }) }
   102|}
   103|


patch

  source_type: { default: '', kind: 'string', aliases: ['source'] },
  import_session_id: { default: '', kind: 'string' },
  recurring_type: { default: '', kind: 'string' },

  source_type: { default: '', kind: 'string', aliases: ['source'] },
  recurring_type: { default: '', kind: 'string' },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/composables/useQueryFilters.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/composables/useQueryFilters.ts
@@ -24,6 +24,7 @@
   account_id: { default: '', kind: 'string', aliases: ['account'] },
   category_id: { default: '', kind: 'string', aliases: ['category'] },
   source_type: { default: '', kind: 'string', aliases: ['source'] },
+  import_session_id: { default: '', kind: 'string' },
   recurring_type: { default: '', kind: 'string' },
 }

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

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


const { filters, apply } = useQueryFilters(budgetFilterSchema)
Object.assign(filters, { budget_year: filters.budget_year || filters.year || '2026', sort_by: 'created_at', sort_dir: 'desc' })
status.value = filters.status || ''


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -103,6 +103,7 @@
 const detail = ref<BudgetTransactionCandidate | null>(null); const splitCandidate = ref<BudgetTransactionCandidate | null>(null); const newCategoryFor = ref<BudgetTransactionCandidate | null>(null)
 const { filters, apply } = useQueryFilters(budgetFilterSchema)
 Object.assign(filters, { budget_year: filters.budget_year || filters.year || '2026', sort_by: 'created_at', sort_dir: 'desc' })
+status.value = filters.status || ''
 const newCategory = reactive({ name: '', parent_category_id: '', category_type: 'expense' }); const splits = ref([{ category_id: '', amount_original: '', tag: '', note: '' }, { category_id: '', amount_original: '', tag: '', note: '' }])
 const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Transfers' }, { key: 'galaxus', label: 'Galaxus/Digitec' }, { key: 'unclear', label: 'Unklar' }, { key: 'duplicates', label: 'Mögliche Duplikate' }, { key: 'auto_ignored_duplicates', label: 'Automatisch ignorierte Duplikate' }, { key: 'covered_by_source', label: 'Covered by Source' }, { key: 'migros', label: 'Migros' }, { key: 'visa', label: 'VISA' }, { key: 'raiffeisen', label: 'Raiffeisen' }, { key: 'akb', label: 'AKB' }, { key: 'money_in', label: 'Geld Eingang' }, { key: 'not_income_transfer', label: 'Nicht Einkommen / Transfer' }, { key: 'credit_card_payment', label: 'Kreditkartenausgleich' }, { key: 'investment_transfers', label: 'True Wealth / Investment Transfers' }, { key: 'ignored', label: 'Ignoriert / bereits verarbeitet' }]
 const yearOptions = [{ label: 'Budgetjahr 2026', value: '2026' }, { label: 'Referenzjahr 2025', value: '2025' }]

No linter for .vue files


const statusOptions = [{ label: 'offene Kandidaten', value: '' }, { label: 'offen aus Link', value: 'open' }, ...['pending','auto_categorized','needs_review','duplicate_candidate','transfer_candidate','ignored'].map(v => ({ label: statusLabelMap[v] || v, value: v }))]

const statusOptions = [{ label: 'offene Kandidaten', value: '' }, ...['pending','auto_categorized','needs_review','duplicate_candidate','transfer_candidate','ignored'].map(v => ({ label: statusLabelMap[v] || v, value: v }))]


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -108,7 +108,7 @@
 const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Transfers' }, { key: 'galaxus', label: 'Galaxus/Digitec' }, { key: 'unclear', label: 'Unklar' }, { key: 'duplicates', label: 'Mögliche Duplikate' }, { key: 'auto_ignored_duplicates', label: 'Automatisch ignorierte Duplikate' }, { key: 'covered_by_source', label: 'Covered by Source' }, { key: 'migros', label: 'Migros' }, { key: 'visa', label: 'VISA' }, { key: 'raiffeisen', label: 'Raiffeisen' }, { key: 'akb', label: 'AKB' }, { key: 'money_in', label: 'Geld Eingang' }, { key: 'not_income_transfer', label: 'Nicht Einkommen / Transfer' }, { key: 'credit_card_payment', label: 'Kreditkartenausgleich' }, { key: 'investment_transfers', label: 'True Wealth / Investment Transfers' }, { key: 'ignored', label: 'Ignoriert / bereits verarbeitet' }]
 const yearOptions = [{ label: 'Budgetjahr 2026', value: '2026' }, { label: 'Referenzjahr 2025', value: '2025' }]
 const statusLabelMap: Record<string, string> = { pending: 'Offen', auto_categorized: 'Vorgeschlagen', needs_review: 'Prüfung nötig', confirmed: 'Bestätigt', ignored: 'Ignoriert', covered_by_source: 'Durch Quelle abgedeckt', covered_by_migros: 'Durch Migros abgedeckt', auto_ignored_duplicate: 'Automatisch ignoriertes Duplikat', duplicate_candidate: 'Mögliches Duplikat', duplicate: 'Mögliches Duplikat', transfer_candidate: 'Möglicher Transfer', superseded: 'Ersetzt', reference_2025: 'Referenz 2025', archived_reference: 'Archivierte Referenz' }
-const statusOptions = [{ label: 'offene Kandidaten', value: '' }, ...['pending','auto_categorized','needs_review','duplicate_candidate','transfer_candidate','ignored'].map(v => ({ label: statusLabelMap[v] || v, value: v }))]
+const statusOptions = [{ label: 'offene Kandidaten', value: '' }, { label: 'offen aus Link', value: 'open' }, ...['pending','auto_categorized','needs_review','duplicate_candidate','transfer_candidate','ignored'].map(v => ({ label: statusLabelMap[v] || v, value: v }))]
 const flatCategories = computed(() => { const out: BudgetCategory[] = []; const walk = (items: BudgetCategory[]) => items.forEach(i => { out.push(i); walk(i.children || []) }); walk(categories.value); return out })
 const accountOptions = computed(() => [{ label: 'Confirm-Konto wählen', value: '' }, ...accounts.value.map(a => ({ label: a.name, value: a.budget_account_id }))])
 const categoryOptions = computed(() => [{ label: 'Review nötig', value: '' }, ...flatCategories.value.map(c => ({ label: c.name, value: c.category_id }))])

No linter for .vue files


<Card v-for="card in summaryCards" :key="card.label" data-test="candidate-summary-card" :title="card.help">
        <template #content>
{{ card.label }}

{{ card.value }}

{{ card.help }}
</template>
      </Card>

<Card v-for="card in summaryCards" :key="card.label" data-test="candidate-summary-card">
        <template #content>
{{ card.label }}

{{ card.value }}
</template>
      </Card>


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -10,8 +10,8 @@
     <Message v-if="error" severity="error" :closable="false">{{ error }}</Message>

-      <Card v-for="card in summaryCards" :key="card.label" data-test="candidate-summary-card">
-        <template #content>
{{ card.label }}

{{ card.value }}
</template>
+      <Card v-for="card in summaryCards" :key="card.label" data-test="candidate-summary-card" :title="card.help">
+        <template #content>
{{ card.label }}

{{ card.value }}

{{ card.help }}
</template>
       </Card>

No linter for .vue files


const summaryCards = computed(() => [
  { label: 'Offen total', value: summary.value?.open_total ?? 0, help: 'Kandidaten, die noch eine User-Entscheidung benötigen.' },
  { label: 'Auto', value: summary.value?.auto_categorized ?? 0, help: 'Sicher vorgeschlagene Kandidaten ohne Review-Pflicht.' },
  { label: 'Review nötig', value: summary.value?.review_needed ?? 0, help: 'Kandidaten ohne sichere Kategorie oder mit unklarem Typ.' },
  { label: 'Galaxus', value: summary.value?.galaxus_digitec ?? 0, help: 'Galaxus/Digitec-Kandidaten zur separaten Prüfung.' },
  { label: 'Migros', value: summary.value?.migros_over_50 ?? 0, help: 'Migros-Kandidaten mit Detailprüfung.' },
  { label: 'Unklar', value: summary.value?.unclear ?? 0, help: 'Unklare Kandidaten ohne sichere Regel.' },
  { label: 'Duplikate', value: summary.value?.possible_duplicates ?? 0, help: 'Mögliche Duplikate, separat prüfbar und nicht normal confirmbar.' },
])

const summaryCards = computed(() => [{ label: 'Offen total', value: summary.value?.open_total ?? 0 }, { label: 'Auto', value: summary.value?.auto_categorized ?? 0 }, { label: 'Review nötig', value: summary.value?.review_needed ?? 0 }, { label: 'Galaxus', value: summary.value?.galaxus_digitec ?? 0 }, { label: 'Migros', value: summary.value?.migros_over_50 ?? 0 }, { label: 'Unklar', value: summary.value?.unclear ?? 0 }, { label: 'Duplikate', value: summary.value?.possible_duplicates ?? 0 }])


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -114,7 +114,15 @@
 const categoryOptions = computed(() => [{ label: 'Review nötig', value: '' }, ...flatCategories.value.map(c => ({ label: c.name, value: c.category_id }))])
 const selectedIds = computed(() => selected.value); const allVisibleSelected = computed(() => candidates.value.length > 0 && candidates.value.every(c => selected.value.includes(c.transaction_candidate_id)))
 const detailVisible = computed({ get: () => !!detail.value, set: (v: boolean) => { if (!v) { detail.value = null; splitCandidate.value = null; newCategoryFor.value = null } } })
-const summaryCards = computed(() => [{ label: 'Offen total', value: summary.value?.open_total ?? 0 }, { label: 'Auto', value: summary.value?.auto_categorized ?? 0 }, { label: 'Review nötig', value: summary.value?.review_needed ?? 0 }, { label: 'Galaxus', value: summary.value?.galaxus_digitec ?? 0 }, { label: 'Migros', value: summary.value?.migros_over_50 ?? 0 }, { label: 'Unklar', value: summary.value?.unclear ?? 0 }, { label: 'Duplikate', value: summary.value?.possible_duplicates ?? 0 }])
+const summaryCards = computed(() => [
+  { label: 'Offen total', value: summary.value?.open_total ?? 0, help: 'Kandidaten, die noch eine User-Entscheidung benötigen.' },
+  { label: 'Auto', value: summary.value?.auto_categorized ?? 0, help: 'Sicher vorgeschlagene Kandidaten ohne Review-Pflicht.' },
+  { label: 'Review nötig', value: summary.value?.review_needed ?? 0, help: 'Kandidaten ohne sichere Kategorie oder mit unklarem Typ.' },
+  { label: 'Galaxus', value: summary.value?.galaxus_digitec ?? 0, help: 'Galaxus/Digitec-Kandidaten zur separaten Prüfung.' },
+  { label: 'Migros', value: summary.value?.migros_over_50 ?? 0, help: 'Migros-Kandidaten mit Detailprüfung.' },
+  { label: 'Unklar', value: summary.value?.unclear ?? 0, help: 'Unklare Kandidaten ohne sichere Regel.' },
+  { label: 'Duplikate', value: summary.value?.possible_duplicates ?? 0, help: 'Mögliche Duplikate, separat prüfbar und nicht normal confirmbar.' },
+])
 const hiddenDetailKeys = new Set(['rule_id', 'raw_fingerprint', 'dedupe_key', 'internal_status', 'source_row_hash'])
 const detailRows = computed(() => detail.value ? Object.entries(detail.value).filter(([k]) => !hiddenDetailKeys.has(k)).map(([k, v]) => [k, k === 'status' ? statusLabel(String(v || '')) : String(v ?? '')]) : [])
 function money(value: string | undefined) { const n = Number(String(value || '0').replace(',', '.')); return Number.isFinite(n) ? n : 0 }

No linter for .vue files


Explanation:
**Reviewing load filters**

I think I need to review the load filters to ensure they don't include statuses that are already filtered out. Specifically, I'm looking at how the budget transaction candidates are handled since the filters have a status of "open," which could create duplicates. So, I should make sure the status is correctly passed to avoid any confusion. Also, I realize I need to update the text on the monthly page to reflect these changes.

Budget · Admin/Fallback

Budget Monthly Import Admin

Admin-/Entwickler-Fallback für Google Drive. Normaler User-Workflow: Datei hochladen → Dry Run → Kandidaten prüfen → Confirm.

Budget · Monatsimport

Budget Monthly Import

Google-Drive-CSV Workflow: Scan → Dry Run → Kandidaten → Review → Confirm → Audit. Keine produktive Buchung beim Import.


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetMonthlyImportPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetMonthlyImportPage.vue
@@ -2,9 +2,9 @@

-
Budget · Monatsimport

-
Budget Monthly Import

-
Google-Drive-CSV Workflow: Scan → Dry Run → Kandidaten → Review → Confirm → Audit. Keine produktive Buchung beim Import.

+
Budget · Admin/Fallback

+
Budget Monthly Import Admin

+
Admin-/Entwickler-Fallback für Google Drive. Normaler User-Workflow: Datei hochladen → Dry Run → Kandidaten prüfen → Confirm.

         <button class="btn" @click="load">Aktualisieren</button>

No linter for .vue files


Explanation:
**Planning test updates**

I need to update the monthly tests and make sure I have clear expectations for them. It's important to stay organized when I'm running all the tests later. I want to keep my focus on what needs to be tested so everything goes smoothly. I might want to jot down any specific points or changes that I notice as I prepare, just to keep everything on track!

terminal

npm test -- --run src/pages/BudgetImportPage.test.ts src/pages/BudgetMonthlyImportPage.test.ts


Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run 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) 160ms
 ✓ src/pages/BudgetImportPage.test.ts (2 tests) 201ms

 Test Files  2 passed (2)
      Tests  3 passed (3)
   Start at  20:10:37
   Duration  1.32s (transform 351ms, setup 318ms, import 580ms, tests 361ms, environment 1.14s)


Explanation:
**Updating test procedures**

I’m realizing that the test didn’t fail due to the substring issue. I need to update my to-do list to focus on the existing monthly tests, as they might be failing for specific reasons. It’s important for me to run these tests thoroughly to identify any potential problems. I’m making sure to keep my focus on this so that everything runs smoothly moving forward!

source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src pytest tests/unit/test_budget_monthly_import_rule_learning_v1.py tests/unit/test_budget_import_upload_ux_v1.py -q


Output:
.........                                                                [100%]
9 passed in 0.78s


Fokussierte Backend/Frontend-Tests sind grün. Ich mache jetzt Build/Typecheck-Kanten, dann Full Verification.

Explanation:
**Planning build process**

I need to type check the build first, and maybe I should also check the routing later on. It feels like running all the tests would be a smart move, but I've got to address any potential compile issues beforehand. Using "npm run build" seems like the right way to get started. I want to make sure everything is in order to avoid any headaches later!


Output:
> 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

[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 1.59s


todo

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

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


Commit, Push, Remote-Hash, Abschlussbericht


Implementierung ist grün fokussiert und Build-grün. Ich starte jetzt Full Verification: compile, komplette Tests, Scans, Git-Safety, Browser-Sanity.

terminal

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


Output:
........................................................................ [ 14%]
.......................................F................................ [ 28%]
........................................................................ [ 42%]
........................................................................ [ 56%]
........................................................................ [ 70%]
........................................................................ [ 85%]
........................................................................ [ 99%]
....                                                                     [100%]
=================================== FAILURES ===================================
_ test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection _

    def test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection() -> None:
        conn = db(); cats = add_categories(conn)
        account = confirm_create_budget_account(conn, {"name": "Karte", "account_type": "credit_card", "currency": "CHF"})["entity_id"]
        from jarvis_finance.services.budget_transactions import confirm_budget_transaction
        confirm_budget_transaction(conn, {"account_id": account, "transaction_type": "expense", "transaction_date": "2026-05-04", "description": "NETFLIX", "amount_original": "19.90", "currency_original": "CHF", "category_id": cats["abos"]})
        rows = [
            {"Datum": "01.05.2026", "Beschreibung": "APPLE.COM/BILL", "Betrag": "9.90"},
            {"Datum": "02.05.2026", "Beschreibung": "Galaxus Zürich", "Betrag": "120.00"},
            {"Datum": "03.05.2026", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
            {"Datum": "04.05.2026", "Beschreibung": "NETFLIX", "Betrag": "19.90"},
        ]
        stats = seed_credit_card_candidates_from_rows(conn, rows, source_file_label="card.csv", subscription_category_id=cats["abos"], migros_covered=True)
        assert stats["candidate_count"] == 4
        assert stats["subscription_auto_count"] == 2
        assert stats["galaxus_review_count"] == 1
        assert stats["covered_by_migros_count"] == 1
        assert stats["possible_duplicate_count"] == 1
        by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
        covered_by_desc = {c["description"]: c for c in list_transaction_candidates(conn, status="covered_by_migros")}
        assert by_desc["APPLE.COM/BILL"]["proposed_category_id"] == cats["abos"]
        assert by_desc["Galaxus Zürich"]["status"] == "needs_review"
        assert covered_by_desc["MIGROS MMM"]["status"] == "covered_by_migros"
>       assert by_desc["NETFLIX"]["status"] == "duplicate"
               ^^^^^^^^^^^^^^^^^^
E       KeyError: 'NETFLIX'

tests/unit/test_budget_phase15_source_aware_imports.py:81: KeyError
=========================== short test summary info ============================
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection
1 failed, 507 passed in 60.15s (0:01:00)


Full Backend fand eine legitime Regression: Default-Review-Liste soll Duplikate weiterhin sichtbar machen; nur `status=open`/KPIs zählen sie separat. Ich korrigiere das.

Explanation:
**Fixing list issues**

It looks like there's a problem with how the list handles duplicates. The default setting is excluding them, but the existing setup needs duplicates included. The user points out that the open count isn't normal; perhaps we should list all new entries while allowing duplicates. I think we need to revert the default to include duplicates instead. So, I’ll patch the status to ensure it accommodates our user’s requirements properly.

patch

    elif not include_reference and not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference','already_processed')")

    elif not include_reference and not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','duplicate','superseded','reference_2025','archived_reference','already_processed')")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -767,7 +767,7 @@
     elif status:
         clauses.append("status=?"); params.append(status)
     elif not include_reference and not tab:
-        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','duplicate','superseded','reference_2025','archived_reference','already_processed')")
+        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference','already_processed')")
     if tab:
         mapping = {
             "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",


terminal

source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src pytest tests/unit/test_budget_phase15_source_aware_imports.py::test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection tests/unit/test_budget_import_upload_ux_v1.py -q


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


{"output": "...............................................F........................ [ 14%]\n........................................................................ [ 28%]\n........................................................................ [ 42%]\n........................................................................ [ 56%]\n........................................................................ [ 70%]\n........................................................................ [ 85%]\n........................................................................ [ 99%]\n....                                                                     [100%]\n=================================== FAILURES ===================================\n_ test_duplicate_detection_auto_ignores_safe_duplicates_and_keeps_possible_duplicates_separate _\n\n    def test_duplicate_detection_auto_ignores_safe_duplicates_and_keeps_possible_duplicates_separate() -> None:\n        conn = db()\n        cat = category(conn, \"Essen & Haushalt\")\n        acc = account(conn)\n        tx = confirm_budget_transaction(conn, {\"account_id\": acc, \"transaction_type\": \"expense\", \"transaction_date\": \"2026-03-10\", \"description\": \"Migros Windisch\", \"payee\": \"Migros Windisch\", \"amount_original\": \"1.00\", \"currency_original\": \"CHF\", \"category_id\": cat})[\"entity_id\"]\n        conn.execute(\"INSERT INTO budget_transaction_candidates(transaction_candidate_id, source_file_label, source_type, transaction_date, description, merchant, amount_original, currency_original, proposed_category_id, proposed_category_name, duplicate_of_transaction_id, confidence, requires_review, status, classification, review_reason, created_at, updated_at) VALUES ('cand_safe_dup', 'visa.csv', 'credit_card_csv', '2026-03-10', 'Migros Windisch', 'Migros Windisch', '1.00', 'CHF', ?, 'Essen & Haushalt', NULL, '0.99', 0, 'pending', 'migros_auto_under_threshold', NULL, '2026-03-10T00:00:00Z', '2026-03-10T00:00:00Z')\", (cat,))\n        conn.execute(\"INSERT INTO budget_transaction_candidates(transaction_candidate_id, source_file_label, source_type, transaction_date, description, merchant, amount_original, currency_original, proposed_category_id, proposed_category_name, duplicate_of_transaction_id, confidence, requires_review, status, classification, review_reason, created_at, updated_at) VALUES ('cand_possible_dup', 'bank.csv', 'bank_csv', '2026-03-12', 'Migros Windisch maybe', 'Migros Windisch maybe', '1.00', 'CHF', ?, 'Essen & Haushalt', NULL, '0.70', 1, 'needs_review', 'bank_review', NULL, '2026-03-12T00:00:00Z', '2026-03-12T00:00:00Z')\", (cat,))\n        conn.commit()\n    \n        result = detect_duplicate_candidates(conn, day_window=2)\n    \n        assert result[\"safe_duplicate_count\"] == 1\n        assert result[\"possible_duplicate_count\"] == 1\n        safe = conn.execute(\"SELECT status, requires_review, duplicate_of_transaction_id FROM budget_transaction_candidates WHERE transaction_candidate_id='cand_safe_dup'\").fetchone()\n        possible = conn.execute(\"SELECT status, requires_review, duplicate_of_transaction_id FROM budget_transaction_candidates WHERE transaction_candidate_id='cand_possible_dup'\").fetchone()\n        assert safe[\"status\"] == \"auto_ignored_duplicate\"\n        assert safe[\"requires_review\"] == 0\n        assert safe[\"duplicate_of_transaction_id\"] == tx\n        assert possible[\"status\"] == \"duplicate_candidate\"\n        assert possible[\"requires_review\"] == 1\n>       assert list_transaction_candidates(conn, budget_year=\"2026\") == []\nE       AssertionError: assert [{'account_so... '0.70', ...}] == []\nE         \nE         Left contains one more item: {'account_source': None, 'amount_original': '1.00', 'classification': 'bank_review', 'confidence': '0.70', ...}\nE         Use -v to get more diff\n\ntests/unit/test_budget_categories_cleanup_duplicates.py:131: AssertionError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_categories_cleanup_duplicates.py::test_duplicate_detection_auto_ignores_safe_duplicates_and_keeps_possible_duplicates_separate\n1 failed, 507 passed in 58.57s", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


Zweite Regression klärt die Semantik: `duplicate` aus Legacy bleibt sichtbar, `duplicate_candidate` wird aus Default-Liste ausgeblendet. Ich setze exakt diese Trennung.

patch

    elif not include_reference and not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')")

    elif not include_reference and not tab:
        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference','already_processed')")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -767,7 +767,7 @@
     elif status:
         clauses.append("status=?"); params.append(status)
     elif not include_reference and not tab:
-        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference','already_processed')")
+        clauses.append("status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')")
     if tab:
         mapping = {
             "auto": "requires_review=0 AND status IN ('pending','auto_categorized')",


terminal

Output:
......                                                                   [100%]
6 passed in 0.58s


Output:
........................................................................ [ 14%]
........................................................................ [ 28%]
........................................................................ [ 42%]
........................................................................ [ 56%]
........................................................................ [ 70%]
........................................................................ [ 85%]
........................................................................ [ 99%]
....                                                                     [100%]
508 passed in 59.48s


Backend Full Suite ist grün: `508 passed`. Ich lasse jetzt komplette Frontend Tests + Build laufen.


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/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > shows source-aware review tabs and candidate type actions
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1046ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  561ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  413ms
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/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>
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetTransactionsPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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

stderr | src/pages/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > marks a candidate as credit card payment through audited type action
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1749ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  605ms
     ✓ renders transactions workflow and confirms via API after preview summary  763ms
 ✓ src/pages/MobileUx.test.ts (5 tests) 1473ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  768ms
stderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders transfer review explanations including True Wealth target and non-budget effect
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

stderr | src/pages/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

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) 2987ms
     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1357ms
     ✓ renders transfer review explanations including True Wealth target and non-budget effect  778ms
     ✓ renders transfer list with from/to accounts  339ms
stderr | src/pages/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > opens bulk confirm preview dialog and disables final confirm when blockers exist
[Vue warn]: injection "Symbol(router)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <BudgetImportReviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 955ms
     ✓ shows tabs, household summary, empty editable ERNE template and mobile cards  338ms
 ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 4115ms
     ✓ shows source-aware review tabs and candidate type actions  1121ms
     ✓ marks a candidate as credit card payment through audited type action  912ms
     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  1101ms
     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  978ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 879ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  356ms
stderr | src/pages/DataExplorerPage.test.ts > DataExplorerPage > renders filters, KPI cards and confirmed transaction table
[Vue warn]: injection "Symbol(router)" not found.
  at <DataExplorerPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <DataExplorerPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 4439ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  1174ms
     ✓ shows review candidates without technical user-mode fields  916ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  844ms
     ✓ renders category analysis and links category drilldown to data explorer  416ms
     ✓ keeps budget vs actual separated from import review and based on budget status rows  350ms
stderr | src/pages/DataExplorerPage.test.ts > DataExplorerPage > opens a detail dialog on row click
[Vue warn]: injection "Symbol(router)" not found.
  at <DataExplorerPage ref="VTU_COMPONENT" >
  at <VTUROOT>
[Vue warn]: injection "Symbol(route location)" not found.
  at <DataExplorerPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1794ms
     ✓ renders filters, KPI cards and confirmed transaction table  1028ms
     ✓ opens a detail dialog on row click  764ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 843ms
     ✓ auto-loads crypto positions and opens detail drawer from a row click  342ms
 ✓ src/navigation/UserNavigationSmoke.test.ts (3 tests) 6178ms
     ✓ can directly render critical routes with a page title or content shell  5963ms
 ✓ src/pages/PositionAddPage.test.ts (4 tests) 780ms
     ✓ renders a clear seven-step PrimeVue-style wizard shell before provider actions  340ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 621ms
     ✓ Portfolio page auto-loads asset/platform overview and top positions  325ms
 ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 527ms
 ✓ src/pages/BudgetGroceryOptimizerPage.test.ts (3 tests) 473ms
 ✓ src/App.test.ts (1 test) 313ms
     ✓ renders the user dashboard shell  312ms
 ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 457ms
 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 404ms
 ✓ src/pages/GroceryPriceProvidersV1.test.ts (2 tests) 354ms
 ✓ src/pages/GroceryMatchingLearningV2.test.ts (2 tests) 353ms
 ✓ src/pages/ReportsPage.test.ts (1 test) 292ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 477ms
     ✓ provides reusable shared PrimeVue UI building blocks  461ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 204ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 448ms
     ✓ renders finance command center kpis monthly close imports compact sections and todos  317ms
 ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 269ms
 ✓ src/pages/BudgetImportPage.test.ts (2 tests) 565ms
     ✓ shows dry-run result, enables candidate creation, and builds review link with session filters  321ms
 ✓ src/utils/formatters.test.ts (2 tests) 35ms
 ✓ src/pages/BudgetMonthlyImportPage.test.ts (1 test) 405ms
     ✓ renders dashboard, import history and review transition without auto booking  403ms
 ✓ src/composables/useQueryFilters.test.ts (2 tests) 47ms
 ✓ src/stores/budgetStores.test.ts (4 tests) 12ms
 ✓ src/api/client.test.ts (2 tests) 6ms
 ✓ src/utils/month.test.ts (1 test) 4ms

 Test Files  32 passed (32)
      Tests  103 passed (103)
   Start at  20:16:04
   Duration  13.88s (transform 6.22s, setup 8.36s, import 10.84s, tests 33.50s, environment 33.95s)

> 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 1.89s
[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.


Frontend Full Suite ist grün: `103 passed`, Build OK. Jetzt Safety/Scans/Git-Diff.

Explanation:
**Checking script status**

I need to gather scans, starting with using git status, then checking for differences with a diff command. After that, I'll perform a secret scan to make sure everything is secure. I wonder if I need to know specifically which scripts I should be focusing on or searching for. It's important to clarify that to avoid missing any critical details! Let’s get started on running those commands.

git diff --check && git status --short && git diff --stat


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
?? 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 ++---
 9 files changed, 103 insertions(+), 28 deletions(-)


Explanation:
**Checking file status**

I’m noticing that the diff stat didn’t include untracked files, which is puzzling. I should probably double-check that. I also plan to use Python regex for the secret scan to make sure it’s effective. And I need to ensure that there’s no CSV file involved because that could complicate things. Let’s stay focused on tracking this properly and confirming the untracked files aren’t being overlooked!

python - <<'PY'
from pathlib import Path
import re, subprocess, sys
root=Path('.')
tracked=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 tracked:
    p=root/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'}:
        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('checked_files', len(tracked))
if bad:
    print('FAIL')
    for item in bad: print(item)
    sys.exit(1)
print('OK')
PY
python - <<'PY'
from pathlib import Path
import re, sys
bad=[]
for p in Path('frontend/dist').rglob('*'):
    if p.is_file():
        txt=p.read_text(errors='ignore')
        if 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})', txt): bad.append(str(p))
print('frontend_dist_secret_scan', 'OK' if not bad else 'FAIL')
if bad:
    print('\n'.join(bad)); sys.exit(1)
PY


Output:
checked_files 13
OK
frontend_dist_secret_scan OK


python - <<'PY'
from pathlib import Path
import subprocess, sys
files=subprocess.check_output(['git','ls-files','--others','--modified','--exclude-standard'], text=True).splitlines()
forbidden=[]
for f in files:
    low=f.lower()
    if low.endswith(('.sqlite','.sqlite3','.db','.csv','.xls','.xlsx')) or '/data/' in low or '/backups/' in low or 'jarvis_runtime' in low:
        forbidden.append(f)
print('git_safety_files', len(files))
if forbidden:
    print('FAIL')
    print('\n'.join(forbidden))
    sys.exit(1)
print('OK')
PY


Output:
git_safety_files 13
OK


Safety/Scans sauber. Ich starte Services aus aktuellem Working Tree neu und mache API-/Browser-Sanity für Import, Review, Übersicht, Command Center.

Explanation:
**Ensuring API functionality**

I recognize the importance of keeping the API running smoothly. I need to restart the services and decide whether I should terminate the old processes. Using PID files might be a good approach to manage that. It'll help keep track of what's running and ensure everything's in order. Let’s make sure I execute these steps efficiently to avoid potential hiccups. It's all about maintaining a smooth workflow!

set -e
if [ -f ~/jarvis_runtime/finance-system/logs/finance_backend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_backend.pid) 2>/dev/null || true; fi
if [ -f ~/jarvis_runtime/finance-system/logs/finance_frontend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_frontend.pid) 2>/dev/null || true; fi
mkdir -p ~/jarvis_runtime/finance-system/logs
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 > ~/jarvis_runtime/finance-system/logs/finance_backend.log 2>&1 & echo $! > ~/jarvis_runtime/finance-system/logs/finance_backend.pid
cd frontend
npm run dev -- --host 0.0.0.0 > ~/jarvis_runtime/finance-system/logs/finance_frontend.log 2>&1 & echo $! > ~/jarvis_runtime/finance-system/logs/finance_frontend.pid
sleep 5
printf 'backend_pid='; cat ~/jarvis_runtime/finance-system/logs/finance_backend.pid
printf 'frontend_pid='; cat ~/jarvis_runtime/finance-system/logs/finance_frontend.pid
curl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health
printf '\n'
curl -s -o /tmp/frontend.out -w '%{http_code}' http://127.0.0.1:5173/planning/budget/import
printf '\n'


Foreground command uses '&' backgrounding. Use terminal(background=true) for long-lived processes, then run health checks and tests in follow-up terminal calls.


if [ -f ~/jarvis_runtime/finance-system/logs/finance_backend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_backend.pid) 2>/dev/null || true; fi
if [ -f ~/jarvis_runtime/finance-system/logs/finance_frontend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_frontend.pid) 2>/dev/null || true; fi
mkdir -p ~/jarvis_runtime/finance-system/logs


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


Output: Background process started


process

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 [678225]
INFO:     Waiting for application startup.
INFO:     Application startup complete.
ERROR:    [Errno 98] error while attempting to bind on address ('0.0.0.0', 8000): address already in use
INFO:     Waiting for application shutdown.
INFO:     Application shutdown complete.


Backend-Port war bereits belegt — alte Instanz läuft noch. Ich prüfe den belegenden Prozess und starte nur Frontend/Health gegen die aktive API.

Explanation:
**Finding process for port occupation**

I see it’s necessary to figure out the process occupying the old port. My thought is to use the terminal command `ss`. This tool can help me identify which process is holding up the port. I wonder if I need any specific flags or options with `ss` to get the details I want. I’ll look into it, making sure to get accurate information for the task at hand!

terminal

ss -ltnp | grep ':8000' || true
ss -ltnp | grep ':5173' || true
curl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health && printf '\n'


Output:
LISTEN 0      2048                      0.0.0.0:8000       0.0.0.0:*    users:(("uvicorn",pid=673549,fd=6))
LISTEN 0      511                       0.0.0.0:5173       0.0.0.0:*    users:(("node",pid=673585,fd=21))
200


Explanation:
**Addressing service issues**

I’m noticing that there's an old service that isn’t current anymore. This likely means I need to take action! It seems like I’ll have to kill the process IDs (pids) associated with that outdated service. I want to ensure everything runs smoothly, so I should check which pids are active and then make those changes. It’s important to keep everything up to date! Let's do this.


Output: Background process started


Output: Background process started


set -e
printf 'backend='; curl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health; printf '\n'
printf 'frontend_local='; curl -s -o /tmp/frontend.out -w '%{http_code}' http://127.0.0.1:5173/planning/budget/import; printf '\n'
printf 'frontend_tailscale='; curl -s -o /tmp/frontend_ts.out -w '%{http_code}' http://100.85.29.67:5173/planning/budget/import; printf '\n'
python - <<'PY'
import requests
base='http://127.0.0.1:8000'
endpoints=[
'/api/budget/monthly-import/dashboard?budget_year=2026',
'/api/budget/transaction-candidates/summary?budget_year=2026',
'/api/budget/transaction-candidates?status=open&budget_year=2026',
'/api/budget/import/sessions',
]
for ep in endpoints:
    r=requests.get(base+ep,timeout=10)
    print(ep, r.status_code)
PY


Output:
backend=200
frontend_local=200
frontend_tailscale=200
/api/budget/monthly-import/dashboard?budget_year=2026 200
/api/budget/transaction-candidates/summary?budget_year=2026 200
/api/budget/transaction-candidates?status=open&budget_year=2026 200
/api/budget/import/sessions 200


Explanation:
**Clarifying API Uploads**

I need to ensure the API upload is properly set up with synthetic data, even if no amounts are specified. Right now, it seems to be using an amount but not reporting it as expected. I think the tool output should include totals, but only if that command is set to print the selected values. Let’s make sure to get this right and adjust accordingly!

python - <<'PY'
import requests
base='http://127.0.0.1:8000'
payload={'filename':'visa_sanity.csv','profile':'auto','csv_text':'TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\nSANITY1,C1,2026-05-01,-10.00,CHF,Sanity Merchant,Test\n'}
r=requests.post(base+'/api/budget/import/upload/preview',json=payload,timeout=10)
print('preview_status', r.status_code)
data=r.json()
print('preview', {'status':data.get('status'),'profile':data.get('profile'),'totals':data.get('totals'),'has_preview_id': bool(data.get('preview_id'))})
if data.get('preview_id'):
    c=requests.post(base+'/api/budget/import/upload/confirm-candidates',json={'preview_id':data['preview_id']},timeout=10)
    print('confirm_status', c.status_code)
    out=c.json()
    print('confirm', {'status':out.get('status'),'totals':out.get('totals'),'review_url_has_session':'import_session_id=' in out.get('review_url','')})
PY


Output:
preview_status 200
preview {'status': 'dry_run', 'profile': 'visa_credit_card', 'totals': {'rows_total': 1, 'new_candidates': 1, 'already_processed': 0, 'possible_duplicates': 0, 'safe_duplicates': 0, 'error_rows': 0, 'transfer_candidates': 0, 'income_candidates': 0, 'expense_candidates': 1, 'covered_by_source': 0}, 'has_preview_id': True}
confirm_status 200
confirm {'status': 'candidates_created', 'totals': {'rows_total': 1, 'new_candidates': 1, 'already_processed': 0, 'possible_duplicates': 113, 'safe_duplicates': 0, 'error_rows': 0, 'transfer_candidates': 0, 'income_candidates': 0, 'expense_candidates': 1, 'covered_by_source': 0}, 'review_url_has_session': True}


API-Sanity für Upload war erfolgreich, hat aber — wie designed — einen synthetischen Kandidaten in der Runtime erzeugt. Ich entferne diesen Sanity-Kandidaten sofort wieder, damit die Runtime sauber bleibt.

python - <<'PY'
import hashlib, os, sqlite3
from pathlib import Path
text='TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\nSANITY1,C1,2026-05-01,-10.00,CHF,Sanity Merchant,Test\n'
digest=hashlib.sha256(text.encode()).hexdigest()
sid='bimport_'+digest[:24]
label=f'upload_{digest[:16]}.csv'
db=Path.home()/'jarvis_runtime/finance-system/data/finance.sqlite3'
conn=sqlite3.connect(db)
cur=conn.execute('DELETE FROM budget_transaction_candidates WHERE import_session_id=? OR source_file_label=? OR description=?',(sid,label,'Sanity Merchant'))
print('deleted_candidates', cur.rowcount)
cur=conn.execute('DELETE FROM budget_import_sessions WHERE import_session_id=? OR file_id=?',(sid,digest))
print('deleted_sessions', cur.rowcount)
conn.commit(); conn.close()
archive=Path.home()/f'jarvis_runtime/finance-system/import_uploads/{digest}.csv'
if archive.exists(): archive.unlink(); print('deleted_archive', True)
else: print('deleted_archive', False)
PY


Output:
deleted_candidates 1
deleted_sessions 1
deleted_archive True


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
      - StaticText "USER DASHBOARD"
    - heading "Budget Import" [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 · IMPORT"
      - heading "Budget Import" [level=1, ref=e32]
      - paragraph
        - StaticText "Datei hochladen → Dry Run → Kandidaten prüfen → Confirm. Upload erzeugt keine produktive Buchung."
      - link "Buchungen prüfen" [ref=e33]
    - generic
      - heading "Datei hochladen" [level=2, ref=e34]
      - paragraph
        - StaticText "Unterstützt: VISA CSV, Migros CSV, Raiffeisen CSV, AKB CSV. Excel, Portfolio, OCR/Kamera und automatische Massenbuchungen sind nicht Teil dieses Workflows."
      - LabelText
        - StaticText "CSV-Datei auswählen"
        - button "CSV-Datei auswählen Noch keine Datei ausgewählt" [ref=e39]: Keine ausgewählt
        - StaticText "Noch keine Datei ausgewählt"
      - LabelText
        - StaticText "Profil automatisch erkennen oder manuell wählen"
      - combobox "Profil automatisch erkennen oder manuell wählen" [expanded=false, ref=e35]: Profil automatisch erkennen
        - MenuListPopup
          - option "Profil automatisch erkennen" [selected, ref=e40]
          - option "VISA" [ref=e41]
          - option "Migros" [ref=e42]
          - option "Raiffeisen" [ref=e43]
          - option "AKB" [ref=e44]
      - button "Dry Run starten" [disabled, ref=e36]
      - button "Kandidaten erzeugen" [disabled, ref=e37]
      - paragraph
        - StaticText "Admin/Fallback: Google Drive Scan bleibt nicht der normale User-Hauptworkflow und ist hier bewusst nicht prominent."
    - generic
      - heading "Import-Sessions" [level=2, ref=e38]