Explanation:
**Considering runtime cleanup**

I think I need to create a cleanup script, possibly using new constants for efficiency during repeat tests. The user asked about runtime cleanup, and I could implement a service function, though writing a script for the runtime might be better. I’ll need to audit every status, especially for duplicates.

Using these, I can create a terminal script with SQLite backup, counts, and updates related to receipt keys, focusing on duplicate entries. Then, I can check for possible duplicates based on the transaction's date, amount, and merchant.
**Addressing duplicate candidates**

I'm dealing with a current issue regarding duplicate candidates, and there's no normal review process in place. For exact receipt entries, I need to mark them as duplicate_blocked or superseded. It's important to ensure that product bookings aren't made when this happens. Also, I must avoid including any actual amounts in the report to prevent printing values. It's crucial to handle this properly to maintain accuracy and clarity in reporting.

python - <<'PY'
from __future__ import annotations
import shutil, sqlite3, json, uuid
from pathlib import Path
from datetime import datetime, timezone
from collections import defaultdict

repo=Path('/home/agent/.hermes/repos/FinanceManager')
db=Path('~/jarvis_runtime/finance-system/data/finance.sqlite3').expanduser()
backup_dir=Path('~/jarvis_runtime/finance-system/backups').expanduser(); backup_dir.mkdir(parents=True, exist_ok=True)
ts=datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ')
backup=backup_dir/f'finance.sqlite3.before-duplicate-hotfix-{ts}.bak'
shutil.copy2(db, backup)
conn=sqlite3.connect(db); conn.row_factory=sqlite3.Row

def audit(action, entity_id, old=None, new=None, note=None):
    now=datetime.now(timezone.utc).isoformat()
    conn.execute('''INSERT INTO audit_log(audit_id,timestamp,source,action,entity_type,entity_id,old_values_json,new_values_json,user_text_note,confirmed,confirmation_timestamp,created_by,created_at) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)''',
                 (str(uuid.uuid4()), now, 'budget_duplicate_hotfix_runtime_cleanup', action, 'budget_transaction_candidate', entity_id, json.dumps(old or {}, sort_keys=True), json.dumps(new or {}, sort_keys=True), note, 1, now, 'agent', now))

open_statuses=("pending","auto_categorized","needs_review","transfer_candidate")
dup_statuses=("duplicate","duplicate_candidate","possible_duplicate","duplicate_blocked")
excluded=("confirmed","ignored","covered_by_migros","covered_by_source","auto_ignored_duplicate","superseded","reference_2025","archived_reference","already_processed")

counts={}
counts['open_candidates']=conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(COALESCE(transaction_date,''),1,4)='2026' AND status IN ('pending','auto_categorized','needs_review','transfer_candidate')").fetchone()[0]
counts['duplicate_candidate']=conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(COALESCE(transaction_date,''),1,4)='2026' AND status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')").fetchone()[0]
counts['possible_migros_duplicates']=conn.execute("SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(COALESCE(transaction_date,''),1,4)='2026' AND source_type IN ('migros_receipt','migros_receipts') AND status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')").fetchone()[0]
receipt_groups=conn.execute("""
SELECT receipt_key, COUNT(*) AS c FROM budget_transaction_candidates
WHERE receipt_key IS NOT NULL AND source_type IN ('migros_receipt','migros_receipts')
  AND status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference')
GROUP BY receipt_key HAVING COUNT(*)>1
""").fetchall()
counts['identical_receipt_key_duplicate_groups']=len(receipt_groups)
counts['date_merchant_amount_duplicate_groups']=conn.execute("""
SELECT COUNT(*) FROM (
 SELECT substr(COALESCE(transaction_date,''),1,10) d, lower(trim(COALESCE(merchant,description,''))) m, amount_original a, COUNT(*) c
 FROM budget_transaction_candidates
 WHERE substr(COALESCE(transaction_date,''),1,4)='2026' AND status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference','already_processed')
 GROUP BY d,m,a HAVING COUNT(*)>1
)
""").fetchone()[0]
print('DRY_RUN_COUNTS_NO_AMOUNTS=' + json.dumps(counts, sort_keys=True))

updated_exact=0
for g in receipt_groups:
    rows=conn.execute("""
    SELECT transaction_candidate_id,status,created_at FROM budget_transaction_candidates
    WHERE receipt_key=? AND source_type IN ('migros_receipt','migros_receipts')
      AND status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference')
    ORDER BY created_at, transaction_candidate_id
    """, (g['receipt_key'],)).fetchall()
    keeper=rows[0]['transaction_candidate_id']
    for r in rows[1:]:
        conn.execute("UPDATE budget_transaction_candidates SET status='duplicate_blocked', requires_review=1, linked_candidate_id=?, review_reason='exact_migros_receipt_key_duplicate_runtime_cleanup', updated_at=? WHERE transaction_candidate_id=?", (keeper, datetime.now(timezone.utc).isoformat(), r['transaction_candidate_id']))
        audit('duplicate_blocked_exact_migros_receipt_key', r['transaction_candidate_id'], {'status': r['status']}, {'status':'duplicate_blocked','linked_candidate_id':keeper}, 'Exact same Migros receipt_key; blocked from normal review/confirm')
        updated_exact+=1

# Candidate-to-candidate duplicates by same day, merchant text, and amount: keep oldest, mark later possible if still normal-open.
updated_possible=0
groups=conn.execute("""
SELECT substr(COALESCE(transaction_date,''),1,10) d, lower(trim(COALESCE(merchant,description,''))) m, amount_original a, COUNT(*) c
FROM budget_transaction_candidates
WHERE substr(COALESCE(transaction_date,''),1,4)='2026' AND status IN ('pending','auto_categorized','needs_review')
GROUP BY d,m,a HAVING COUNT(*)>1
""").fetchall()
for g in groups:
    rows=conn.execute("""
    SELECT transaction_candidate_id,status,created_at FROM budget_transaction_candidates
    WHERE substr(COALESCE(transaction_date,''),1,10)=? AND lower(trim(COALESCE(merchant,description,'')))=? AND amount_original=?
      AND status IN ('pending','auto_categorized','needs_review')
    ORDER BY created_at, transaction_candidate_id
    """, (g['d'], g['m'], g['a'])).fetchall()
    keeper=rows[0]['transaction_candidate_id']
    for r in rows[1:]:
        conn.execute("UPDATE budget_transaction_candidates SET status='duplicate_candidate', requires_review=1, linked_candidate_id=?, review_reason='candidate_duplicate_runtime_cleanup_v1', updated_at=? WHERE transaction_candidate_id=?", (keeper, datetime.now(timezone.utc).isoformat(), r['transaction_candidate_id']))
        audit('duplicate_candidate_marked_runtime_cleanup', r['transaction_candidate_id'], {'status': r['status']}, {'status':'duplicate_candidate','linked_candidate_id':keeper}, 'Same date/merchant/amount candidate group; removed from normal review')
        updated_possible+=1

audit('budget_duplicate_runtime_cleanup_summary', f'duplicate_cleanup_{ts}', None, {'exact_receipt_duplicates_blocked': updated_exact, 'possible_duplicates_marked': updated_possible, 'dry_run_counts_no_amounts': counts}, 'No productive bookings created')
conn.commit(); conn.close()
print('BACKUP=' + str(backup))
print('APPLIED_NO_BOOKINGS=' + json.dumps({'exact_receipt_duplicates_blocked': updated_exact, 'possible_duplicates_marked': updated_possible}, sort_keys=True))
PY


terminal

Output:
DRY_RUN_COUNTS_NO_AMOUNTS={"date_merchant_amount_duplicate_groups": 130, "duplicate_candidate": 113, "identical_receipt_key_duplicate_groups": 0, "open_candidates": 508, "possible_migros_duplicates": 49}
BACKUP=/home/agent/jarvis_runtime/finance-system/backups/finance.sqlite3.before-duplicate-hotfix-20260520T190248Z.bak
APPLIED_NO_BOOKINGS={"exact_receipt_duplicates_blocked": 0, "possible_duplicates_marked": 184}


patch

    if row["status"] in USER_DUPLICATE_STATUSES:
        raise HTTPException(status_code=409, detail="duplicate candidates must be reopened before category editing")
    if not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (category_id,)).fetchone():


--- 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
@@ -1018,6 +1018,8 @@
     row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
     if not row:
         raise HTTPException(status_code=404, detail="transaction candidate not found")
+    if row["status"] in USER_DUPLICATE_STATUSES:
+        raise HTTPException(status_code=409, detail="duplicate candidates must be reopened before category editing")
     if not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (category_id,)).fetchone():
         raise HTTPException(status_code=422, detail="active category not found")
     cname = _category_name(conn, category_id)


    if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"} | USER_DUPLICATE_STATUSES:
        raise HTTPException(status_code=409, detail="candidate is not splittable")

    if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"}:
        raise HTTPException(status_code=409, detail="candidate is not splittable")


--- 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
@@ -1294,7 +1294,7 @@
     row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
     if not row:
         raise HTTPException(status_code=404, detail="transaction candidate not found")
-    if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"}:
+    if row["status"] in {"confirmed", "ignored", "covered_by_migros", "superseded"} | USER_DUPLICATE_STATUSES:
         raise HTTPException(status_code=409, detail="candidate is not splittable")
     splits = payload.get("splits") or []
     if not payload.get("account_id"):


terminal

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

npm test -- --run src/pages/BudgetImportProductionV2.test.ts


Output:
..................                                                       [100%]
18 passed in 1.35s


Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/BudgetImportProductionV2.test.ts

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

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>

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>

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/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>

stderr | src/pages/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > keeps duplicate candidates out of normal confirm actions and shows duplicate review actions only
[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 > requires a reason and calls the duplicate override endpoint explicitly
[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/BudgetImportProductionV2.test.ts (6 tests) 2600ms
     ✓ shows source-aware review tabs and candidate type actions  536ms
     ✓ marks a candidate as credit card payment through audited type action  416ms
     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  395ms
     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  399ms
     ✓ keeps duplicate candidates out of normal confirm actions and shows duplicate review actions only  421ms
     ✓ requires a reason and calls the duplicate override endpoint explicitly  431ms

 Test Files  1 passed (1)
      Tests  6 passed (6)
   Start at  21:03:18
   Duration  3.71s (transform 273ms, setup 131ms, import 347ms, tests 2.60s, environment 512ms)


Explanation:
**Updating tasks and verification**

I need to run a full verification later, but first, I’ll focus on updating my to-do list. It looks like I need to mark tasks dup2 and dup3 as complete. It’s always a good feeling to see items crossed off! I’ll make sure to prioritize that verification to keep everything on track. I want to get this done efficiently so I can be thorough later. Let's tackle this!

todo

Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren

Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen

Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen


Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren

RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen

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

Commit, Push, Remote-Hash, Abschlussbericht


Explanation:
**Verifying API functionality**

I need to check if the API has a normal list without any duplicates. There’s a chance the app might be using older code that’s still running. I wonder if a direct database query would be sufficient? I'll definitely need to review the counts from the database after a code restart. I should ensure that I assess the normal review endpoint correctly and determine if there are any duplicates in the current code. I think using Python to connect will help!

terminal

python - <<'PY'
from pathlib import Path
from jarvis_finance.storage.database import connect
from jarvis_finance.services.budget_imports import list_transaction_candidates
conn=connect(Path('~/jarvis_runtime/finance-system/data/finance.sqlite3').expanduser())
normal=list_transaction_candidates(conn,budget_year='2026')
dups_in_normal=[r for r in normal if r['status'] in {'duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','covered_by_migros','superseded','ignored','confirmed'}]
duptab=list_transaction_candidates(conn,tab='duplicates',budget_year='2026')
print({'normal_count':len(normal),'dups_in_normal':len(dups_in_normal),'duplicates_tab_count':len(duptab)})
conn.close()
PY


Output: {'normal_count': 324, 'dups_in_normal': 0, 'duplicates_tab_count': 297}


Output:
M frontend/src/api/budget.ts
 M frontend/src/pages/BudgetImportProductionV2.test.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_imports.py
?? tests/unit/test_budget_duplicate_handling_hotfix.py
 frontend/src/api/budget.ts                         |  1 +
 .../src/pages/BudgetImportProductionV2.test.ts     | 29 ++++++++-
 frontend/src/pages/BudgetImportReviewPage.vue      | 31 ++++++---
 src/jarvis_finance/api/routers/budget.py           |  6 ++
 src/jarvis_finance/services/budget_imports.py      | 73 +++++++++++++++++-----
 5 files changed, 116 insertions(+), 24 deletions(-)


Explanation:
**Running verification process**

I need to perform a complete verification. This involves compiling Python code, running tests with pytest, conducting an npm test/build, scanning for issues, and checking git differences. I realize I can run these tasks in parallel to save some time. The terminal is going to be my main tool for executing these tasks efficiently. Let’s keep track of each step to ensure nothing is missed!


Output:
..............................................................F......... [ 12%]
.................................................F...................... [ 25%]
........................................................................ [ 38%]
........................................................................ [ 51%]
........................................................................ [ 64%]
........................................................................ [ 77%]
........................................................................ [ 90%]
....................................................                     [100%]
=================================== FAILURES ===================================
_ test_duplicate_detection_flags_near_date_same_amount_similar_merchant_and_protects_covered_source _

    def test_duplicate_detection_flags_near_date_same_amount_similar_merchant_and_protects_covered_source() -> None:
        conn = db(); account, food, _subs, _health = setup_base(conn)
        confirmed = confirm_budget_transaction(conn, {
            "account_id": account,
            "transaction_type": "expense",
            "transaction_date": "2026-04-10",
            "description": "Migros Einkauf",
            "payee": "Migros",
            "amount_original": "42.00",
            "currency_original": "CHF",
            "category_id": food,
            "source_type": "manual",
        })
        seed_credit_card_candidates_from_rows(conn, [
            {"Datum": "2026-04-12", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
            {"Datum": "2026-04-12", "Beschreibung": "MIGROS covered", "Betrag": "42.00"},
        ], source_file_label="card.csv", migros_covered=False)
        covered_id = [r for r in list_transaction_candidates(conn, include_reference=True) if "covered" in r["description"]][0]["transaction_candidate_id"]
        conn.execute("UPDATE budget_transaction_candidates SET status='covered_by_source' WHERE transaction_candidate_id=?", (covered_id,))
        conn.commit()

        result = detect_duplicate_candidates(conn)
        rows = list_transaction_candidates(conn, tab="duplicates")

        assert result["duplicate_count"] >= 1
        assert any(r["duplicate_of_transaction_id"] == confirmed["entity_id"] and r["status"] == "duplicate_candidate" for r in rows)
        assert conn.execute("SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (covered_id,)).fetchone()["status"] == "covered_by_source"

        dup = rows[0]
        with pytest.raises(HTTPException):
            confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "budget_year": "2026"})
>       confirmed_anyway = confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "allow_duplicate": True})
                           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

tests/unit/test_budget_import_production_v1.py:112:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

conn = <sqlite3.Connection object at 0x70d64ef953f0>
candidate_id = 'btxcand_07f1a56c619ca82d4e6262c7'
payload = {'account_id': 'bacc_9984ed5f32bb41fc', 'allow_duplicate': True, 'budget_year': '2026', 'category_id': 'bcat_food_household'}

    def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:
        row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (candidate_id,)).fetchone()
        if not row:
            raise HTTPException(status_code=404, detail="transaction candidate not found")
        if row["status"] == "confirmed":
            raise HTTPException(status_code=409, detail="candidate already confirmed")
        if row["status"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:
>           raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)
E           fastapi.exceptions.HTTPException: 409: Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt werden.

src/jarvis_finance/services/budget_imports.py:955: HTTPException
_ 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_import_production_v1.py::test_duplicate_detection_flags_near_date_same_amount_similar_merchant_and_protects_covered_source
FAILED tests/unit/test_budget_phase15_source_aware_imports.py::test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection
2 failed, 554 passed in 68.63s (0:01:08)


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/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>

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>

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

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

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

stderr | src/pages/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>

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/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>

 ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1460ms
     ✓ renders filters, KPI cards and confirmed transaction table  763ms
     ✓ opens a detail dialog on row click  695ms
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/VueCockpitV11.test.ts (6 tests) 1194ms
     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  385ms
     ✓ opens equity detail drawer with actions and no fake enabled sell button  406ms
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>

 ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1875ms
     ✓ renders Budget Overview with current month KPIs and latest transactions  586ms
     ✓ renders transactions workflow and confirms via API after preview summary  881ms
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>

 ✓ src/pages/MobileUx.test.ts (5 tests) 1583ms
     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  703ms
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 > 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 > 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>

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) 2828ms
     ✓ keeps effective expenses route in desktop, mobile bottom and fallback menu links  398ms
     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1378ms
     ✓ renders transfer review explanations including True Wealth target and non-budget effect  688ms
 ✓ src/pages/PositionAddPage.test.ts (5 tests) 651ms
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/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > keeps duplicate candidates out of normal confirm actions and shows duplicate review actions only
[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/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table
[Vue warn]: Failed to resolve component: RouterLink
If this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement.
  at <BudgetOverviewPage ref="VTU_COMPONENT" >
  at <VTUROOT>

 ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3929ms
     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  950ms
     ✓ shows review candidates without technical user-mode fields  806ms
     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  857ms
     ✓ renders category analysis and links category drilldown to data explorer  353ms
 ✓ src/pages/CryptoPage.test.ts (4 tests) 871ms
     ✓ auto-loads crypto positions and opens detail drawer from a row click  346ms
 ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 982ms
 ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1261ms
     ✓ renders Budget Übersicht as monthly cockpit, not category status table  771ms
     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  361ms
stderr | src/pages/BudgetImportProductionV2.test.ts > Budget Import Production v2 review UI > requires a reason and calls the duplicate override endpoint explicitly
[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/BudgetImportProductionV2.test.ts (6 tests) 5661ms
     ✓ shows source-aware review tabs and candidate type actions  949ms
     ✓ marks a candidate as credit card payment through audited type action  1034ms
     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  806ms
     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  1040ms
     ✓ keeps duplicate candidates out of normal confirm actions and shows duplicate review actions only  889ms
     ✓ requires a reason and calls the duplicate override endpoint explicitly  939ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 565ms
 ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 421ms
 ✓ src/pages/CashTrueWealthManagement.test.ts (3 tests) 474ms
 ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 424ms
 ✓ src/pages/BudgetGroceryOptimizerPage.test.ts (3 tests) 431ms
 ✓ src/pages/EquityPageHotfix.test.ts (2 tests) 465ms
 ✓ src/pages/GroceryMatchingLearningV2.test.ts (2 tests) 469ms
     ✓ shows known mappings, cache status and review actions  311ms
 ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 508ms
     ✓ uses native iPhone-safe anchors for every primary bottom item with one-tap targets  311ms
 ✓ src/pages/GroceryPriceProvidersV1.test.ts (2 tests) 345ms
 ✓ src/pages/BudgetImportPage.test.ts (2 tests) 392ms
 ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 383ms
     ✓ provides reusable shared PrimeVue UI building blocks  374ms
 ✓ src/components/charts/MarketChart.test.ts (2 tests) 309ms
 ✓ src/App.test.ts (1 test) 505ms
     ✓ renders the user dashboard shell  503ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 437ms
 ✓ src/pages/ReportsPage.test.ts (1 test) 264ms
 ✓ src/components/SystemControls.test.ts (2 tests) 249ms
 ✓ src/pages/BudgetMonthlyImportPage.test.ts (1 test) 281ms
 ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 226ms
 ✓ src/pages/PortfolioPage.test.ts (1 test) 270ms
 ✓ src/navigation/UserNavigationSmoke.test.ts (4 tests) 421ms
     ✓ renders desktop, bottom, more and fullscreen fallback links as native hrefs  403ms
 ✓ src/utils/formatters.test.ts (2 tests) 18ms
 ✓ src/pages/BudgetSetupPage.test.ts (1 test) 231ms
 ✓ src/composables/useQueryFilters.test.ts (2 tests) 27ms
 ✓ src/api/client.test.ts (2 tests) 7ms
 ✓ src/stores/budgetStores.test.ts (4 tests) 14ms
 ✓ src/utils/month.test.ts (1 test) 4ms

 Test Files  37 passed (37)
      Tests  117 passed (117)
   Start at  21:05:12
   Duration  14.60s (transform 9.11s, setup 8.79s, import 14.01s, tests 30.44s, environment 38.92s)


Explanation:
**Updating test expectations**

It looks like I need to update some old tests that are no longer valid. The user wants modifications due to the v1 rules where `allow_duplicate` isn't applicable anymore. I wonder if I can use an `override` instead. Specifically, for the phase15 tests, the `list_transaction_candidates` should default to excluding duplicates, so I'll make sure to adjust the test to account for that and include these duplicates as needed.


     1|from __future__ import annotations
     2|
     3|import pytest
     4|from fastapi import HTTPException
     5|
     6|from jarvis_finance.services.budget_accounts import confirm_create_budget_account
     7|from jarvis_finance.services.budget_categories import confirm_create_category
     8|from jarvis_finance.services.budget_imports import (
     9|    apply_merchant_to_open_candidates,
    10|    create_merchant,
    11|    create_merchant_alias,
    12|    detect_duplicate_candidates,
    13|    list_merchants,
    14|    list_transaction_candidates,
    15|    merge_merchants,
    16|    create_budget_rule,
    17|    list_budget_rules,
    18|    update_budget_rule,
    19|    prioritize_budget_rule,
    20|    test_budget_rule as service_test_budget_rule,
    21|    apply_budget_rules_to_open_candidates,
    22|    seed_credit_card_candidates_from_rows,
    23|    seed_transaction_candidates_from_rows,
    24|    update_merchant_category,
    25|    confirm_transaction_candidate,
    26|)
    27|from jarvis_finance.services.budget_transactions import confirm_budget_transaction, list_budget_transactions
    28|from jarvis_finance.storage.database import connect_memory
    29|from jarvis_finance.storage.migrations import apply_migrations
    30|
    31|
    32|def db():
    33|    conn = connect_memory()
    34|    apply_migrations(conn)
    35|    return conn
    36|
    37|
    38|def setup_base(conn):
    39|    account = confirm_create_budget_account(conn, {"name": "Review Konto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    40|    food = confirm_create_category(conn, {"name": "Essen & Haushalt", "category_type": "expense"})["entity_id"]
    41|    subs = confirm_create_category(conn, {"name": "Abos", "category_type": "expense"})["entity_id"]
    42|    health = confirm_create_category(conn, {"name": "Gesundheit / Medizin", "category_type": "expense"})["entity_id"]
    43|    return account, food, subs, health
    44|
    45|
    46|def test_merchant_alias_detects_candidates_sets_default_category_and_audits() -> None:
    47|    conn = db(); _account, _food, subs, _health = setup_base(conn)
    48|    merchant = create_merchant(conn, {"display_name": "Apple", "default_category_id": subs, "notes": "subscriptions"})
    49|    alias = create_merchant_alias(conn, merchant["merchant_id"], {"pattern": "APPLE.COM", "match_type": "contains", "source_type": "credit_card_csv", "priority": 5})
    50|    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-03-01", "Beschreibung": "APPLE.COM/BILL", "Betrag": "9.90"}], source_file_label="card.csv")
    51|
    52|    applied = apply_merchant_to_open_candidates(conn, merchant["merchant_id"])
    53|    row = list_transaction_candidates(conn, merchant="apple")[0]
    54|
    55|    assert alias["status"] == "created"
    56|    assert applied["updated_count"] == 1
    57|    assert row["merchant_id"] == merchant["merchant_id"]
    58|    assert row["merchant_display_name"] == "Apple"
    59|    assert row["proposed_category_id"] == subs
    60|    assert row["status"] == "auto_categorized"
    61|    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE entity_type IN ('budget_merchant','budget_merchant_alias')").fetchone()[0] >= 2
    62|
    63|
    64|def test_merchant_merge_repoints_aliases_and_candidates_with_audit() -> None:
    65|    conn = db(); _account, _food, subs, _health = setup_base(conn)
    66|    target = create_merchant(conn, {"display_name": "Galaxus", "default_category_id": subs})
    67|    source = create_merchant(conn, {"display_name": "Digitec", "default_category_id": subs})
    68|    create_merchant_alias(conn, source["merchant_id"], {"pattern": "DIGITEC", "match_type": "contains"})
    69|    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-03-02", "Beschreibung": "DIGITEC GALAXUS", "Betrag": "20.00"}], source_file_label="card.csv")
    70|    apply_merchant_to_open_candidates(conn, source["merchant_id"])
    71|
    72|    merged = merge_merchants(conn, source["merchant_id"], target["merchant_id"])
    73|
    74|    assert merged["status"] == "merged"
    75|    assert list_merchants(conn, include_inactive=True)[0]["display_name"] in {"Galaxus", "Digitec"}
    76|    assert conn.execute("SELECT COUNT(*) FROM budget_merchant_aliases WHERE merchant_id=?", (target["merchant_id"],)).fetchone()[0] == 1
    77|    assert conn.execute("SELECT merchant_id FROM budget_transaction_candidates WHERE description LIKE '%DIGITEC%'").fetchone()["merchant_id"] == target["merchant_id"]
    78|    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action='budget_merchant_merged'").fetchone()[0] == 1
    79|
    80|
    81|def test_duplicate_detection_flags_near_date_same_amount_similar_merchant_and_protects_covered_source() -> None:
    82|    conn = db(); account, food, _subs, _health = setup_base(conn)
    83|    confirmed = confirm_budget_transaction(conn, {
    84|        "account_id": account,
    85|        "transaction_type": "expense",
    86|        "transaction_date": "2026-04-10",
    87|        "description": "Migros Einkauf",
    88|        "payee": "Migros",
    89|        "amount_original": "42.00",
    90|        "currency_original": "CHF",
    91|        "category_id": food,
    92|        "source_type": "manual",
    93|    })
    94|    seed_credit_card_candidates_from_rows(conn, [
    95|        {"Datum": "2026-04-12", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
    96|        {"Datum": "2026-04-12", "Beschreibung": "MIGROS covered", "Betrag": "42.00"},
    97|    ], source_file_label="card.csv", migros_covered=False)
    98|    covered_id = [r for r in list_transaction_candidates(conn, include_reference=True) if "covered" in r["description"]][0]["transaction_candidate_id"]
    99|    conn.execute("UPDATE budget_transaction_candidates SET status='covered_by_source' WHERE transaction_candidate_id=?", (covered_id,))
   100|    conn.commit()
   101|
   102|    result = detect_duplicate_candidates(conn)
   103|    rows = list_transaction_candidates(conn, tab="duplicates")
   104|
   105|    assert result["duplicate_count"] >= 1
   106|    assert any(r["duplicate_of_transaction_id"] == confirmed["entity_id"] and r["status"] == "duplicate_candidate" for r in rows)
   107|    assert conn.execute("SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (covered_id,)).fetchone()["status"] == "covered_by_source"
   108|
   109|    dup = rows[0]
   110|    with pytest.raises(HTTPException):
   111|        confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "budget_year": "2026"})
   112|    confirmed_anyway = confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "allow_duplicate": True})
   113|    assert confirmed_anyway["status"] == "confirmed"
   114|
   115|
   116|def test_rule_manager_updates_prioritizes_tests_and_applies_without_booking() -> None:
   117|    conn = db(); _account, food, subs, _health = setup_base(conn)
   118|    seed_credit_card_candidates_from_rows(conn, [{"Datum": "2026-05-01", "Beschreibung": "NETFLIX.COM", "Betrag": "19.90"}], source_file_label="card.csv", migros_covered=False)
   119|    rule = create_budget_rule(conn, {"merchant_contains": "Netflix", "category_id": food, "target_status": "review", "priority": 50, "confidence": "0.75"})
   120|
   121|    updated = update_budget_rule(conn, rule["rule_id"], {"category_id": subs, "target_status": "auto", "confidence": "0.91", "notes": "known subscription"})
   122|    prioritized = prioritize_budget_rule(conn, rule["rule_id"], 5)
   123|    preview = service_test_budget_rule(conn, rule["rule_id"])
   124|    applied = apply_budget_rules_to_open_candidates(conn, rule["rule_id"])
   125|    candidate = list_transaction_candidates(conn, tab="auto")[0]
   126|    rules = list_budget_rules(conn)
   127|
   128|    assert updated["status"] == "updated"
   129|    assert prioritized["priority"] == 5
   130|    assert preview["match_count"] == 1
   131|    assert preview["would_set_category"] == subs
   132|    assert preview["confidence"] == "0.91"
   133|    assert applied["productive_transaction_count"] == 0
   134|    assert candidate["proposed_category_id"] == subs
   135|    assert candidate["status"] == "auto_categorized"
   136|    assert rules[0]["priority"] == 5
   137|    assert conn.execute("SELECT COUNT(*) FROM budget_transactions").fetchone()[0] == 0
   138|


patch

    confirm_transaction_candidate,
    confirm_duplicate_override,
)


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_production_v1.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_production_v1.py
@@ -23,6 +23,7 @@
     seed_transaction_candidates_from_rows,
     update_merchant_category,
     confirm_transaction_candidate,
+    confirm_duplicate_override,
 )
 from jarvis_finance.services.budget_transactions import confirm_budget_transaction, list_budget_transactions
 from jarvis_finance.storage.database import connect_memory


confirmed_anyway = confirm_duplicate_override(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "reason": "Bewusst separate Ausgabe trotz Duplikat-Treffer"})

confirmed_anyway = confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "allow_duplicate": True})


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_production_v1.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_production_v1.py
@@ -110,7 +110,7 @@
     dup = rows[0]
     with pytest.raises(HTTPException):
         confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "budget_year": "2026"})
-    confirmed_anyway = confirm_transaction_candidate(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "allow_duplicate": True})
+    confirmed_anyway = confirm_duplicate_override(conn, dup["transaction_candidate_id"], {"account_id": account, "category_id": food, "budget_year": "2026", "reason": "Bewusst separate Ausgabe trotz Duplikat-Treffer"})
     assert confirmed_anyway["status"] == "confirmed"


     1|from __future__ import annotations
     2|
     3|from jarvis_finance.services.budget_accounts import confirm_create_budget_account
     4|from jarvis_finance.services.budget_categories import confirm_create_category
     5|from jarvis_finance.services.budget_imports import (
     6|    batch_confirm_safe_candidates,
     7|    cleanup_migros_article_candidates,
     8|    create_candidate_split,
     9|    list_transaction_candidates,
    10|    mark_candidate_transfer,
    11|    seed_bank_transfer_candidates_from_rows,
    12|    seed_credit_card_candidates_from_rows,
    13|    seed_migros_candidates_from_rows,
    14|    update_transaction_candidate_category,
    15|)
    16|from jarvis_finance.storage.database import connect_memory
    17|from jarvis_finance.storage.migrations import apply_migrations
    18|
    19|
    20|def db():
    21|    conn = connect_memory()
    22|    apply_migrations(conn)
    23|    return conn
    24|
    25|
    26|def add_categories(conn):
    27|    return {
    28|        "abos": confirm_create_category(conn, {"name": "Abos", "category_type": "expense"})["entity_id"],
    29|        "food": confirm_create_category(conn, {"name": "Essen & Haushalt", "category_type": "expense"})["entity_id"],
    30|        "income": confirm_create_category(conn, {"name": "Lohn", "category_type": "income"})["entity_id"],
    31|        "other": confirm_create_category(conn, {"name": "Sonstiges", "category_type": "expense"})["entity_id"],
    32|    }
    33|
    34|
    35|def test_migros_article_rows_are_aggregated_to_receipts_with_line_items_and_threshold_rules() -> None:
    36|    conn = db(); cats = add_categories(conn)
    37|    rows = [
    38|        {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Brot", "Umsatz": "12.00"},
    39|        {"Datum": "01.05.2026", "Zeit": "10:00", "Filiale": "M Test", "Kasse": "1", "Transaktion": "A", "Artikel": "Milch", "Umsatz": "9.00"},
    40|        {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Haushalt", "Umsatz": "40.00"},
    41|        {"Datum": "02.05.2026", "Zeit": "11:00", "Filiale": "M Test", "Kasse": "2", "Transaktion": "B", "Artikel": "Geschenk", "Umsatz": "20.00"},
    42|    ]
    43|    stats = seed_migros_candidates_from_rows(conn, rows, source_file_label="migros.csv", auto_category_id=cats["food"], threshold_chf="50.00")
    44|    assert stats["receipt_candidate_count"] == 2
    45|    assert stats["line_item_count"] == 4
    46|    assert stats["auto_assigned_count"] == 2
    47|    assert stats["review_required_count"] == 0
    48|    candidates = list_transaction_candidates(conn)
    49|    assert len(candidates) == 2
    50|    assert all(c["source_type"] == "migros_receipt" for c in candidates)
    51|    assert all("Brot" not in c["description"] and "Milch" not in c["description"] for c in candidates)
    52|    small = next(c for c in candidates if c["description"].startswith("Migros Bon"))
    53|    assert all(c["requires_review"] is False for c in candidates)
    54|    assert {c["proposed_category_id"] for c in candidates} == {cats["food"]}
    55|    assert small["classification"] == "migros_receipt_food_household"
    56|    assert conn.execute("SELECT COUNT(*) FROM budget_import_line_items").fetchone()[0] == 4
    57|
    58|
    59|def test_credit_card_rules_subscriptions_galaxus_migros_covered_and_duplicate_detection() -> None:
    60|    conn = db(); cats = add_categories(conn)
    61|    account = confirm_create_budget_account(conn, {"name": "Karte", "account_type": "credit_card", "currency": "CHF"})["entity_id"]
    62|    from jarvis_finance.services.budget_transactions import confirm_budget_transaction
    63|    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"]})
    64|    rows = [
    65|        {"Datum": "01.05.2026", "Beschreibung": "APPLE.COM/BILL", "Betrag": "9.90"},
    66|        {"Datum": "02.05.2026", "Beschreibung": "Galaxus Zürich", "Betrag": "120.00"},
    67|        {"Datum": "03.05.2026", "Beschreibung": "MIGROS MMM", "Betrag": "42.00"},
    68|        {"Datum": "04.05.2026", "Beschreibung": "NETFLIX", "Betrag": "19.90"},
    69|    ]
    70|    stats = seed_credit_card_candidates_from_rows(conn, rows, source_file_label="card.csv", subscription_category_id=cats["abos"], migros_covered=True)
    71|    assert stats["candidate_count"] == 4
    72|    assert stats["subscription_auto_count"] == 2
    73|    assert stats["galaxus_review_count"] == 1
    74|    assert stats["covered_by_migros_count"] == 1
    75|    assert stats["possible_duplicate_count"] == 1
    76|    by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
    77|    covered_by_desc = {c["description"]: c for c in list_transaction_candidates(conn, status="covered_by_migros")}
    78|    assert by_desc["APPLE.COM/BILL"]["proposed_category_id"] == cats["abos"]
    79|    assert by_desc["Galaxus Zürich"]["status"] == "needs_review"
    80|    assert covered_by_desc["MIGROS MMM"]["status"] == "covered_by_migros"
    81|    assert by_desc["NETFLIX"]["status"] == "duplicate"
    82|
    83|
    84|def test_bank_income_internal_transfer_and_unclear_payment_classification() -> None:
    85|    conn = db(); cats = add_categories(conn)
    86|    rows = [
    87|        {"Datum": "01.05.2026", "Beschreibung": "Lohn Arbeitgeber", "Betrag": "5000.00", "Konto": "AKB Melanie"},
    88|        {"Datum": "02.05.2026", "Beschreibung": "Übertrag an Raiffeisen Marcel", "Betrag": "-1000.00", "Konto": "AKB Melanie"},
    89|        {"Datum": "03.05.2026", "Beschreibung": "Gutschrift von AKB Melanie", "Betrag": "1000.00", "Konto": "Raiffeisen Marcel"},
    90|        {"Datum": "04.05.2026", "Beschreibung": "Unklare Zahlung", "Betrag": "-77.00", "Konto": "AKB Melanie"},
    91|    ]
    92|    stats = seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label="bank.csv", income_category_id=cats["income"])
    93|    assert stats["candidate_count"] == 4
    94|    assert stats["income_candidate_count"] == 1
    95|    assert stats["transfer_candidate_count"] == 2
    96|    assert stats["review_required_count"] == 1
    97|    candidates = list_transaction_candidates(conn)
    98|    assert len([c for c in candidates if c["classification"] == "income_candidate"]) == 1
    99|    assert len([c for c in candidates if c["classification"] == "transfer_candidate"]) == 2
   100|    assert next(c for c in candidates if c["description"] == "Unklare Zahlung")["status"] == "needs_review"
   101|
   102|
   103|def test_review_actions_category_split_ignore_transfer_and_batch_confirm_safe_candidates() -> None:
   104|    conn = db(); cats = add_categories(conn)
   105|    account = confirm_create_budget_account(conn, {"name": "Budget", "account_type": "cash", "currency": "CHF"})["entity_id"]
   106|    seed_credit_card_candidates_from_rows(conn, [{"Datum": "01.05.2026", "Beschreibung": "APPLE", "Betrag": "9.90"}], source_file_label="card.csv", subscription_category_id=cats["abos"])
   107|    seed_migros_candidates_from_rows(conn, [{"Datum": "02.05.2026", "Zeit": "10:00", "Filiale": "M", "Kasse": "1", "Transaktion": "A", "Artikel": "X", "Umsatz": "12.00"}], source_file_label="migros.csv", auto_category_id=cats["food"])
   108|    cid = list_transaction_candidates(conn)[0]["transaction_candidate_id"]
   109|    assert update_transaction_candidate_category(conn, cid, cats["other"], note="review") ["status"] == "updated"
   110|    assert create_candidate_split(conn, cid, [{"category_id": cats["food"], "amount_original": "5.00"}, {"category_id": cats["other"], "amount_original": "4.90"}])["split_count"] == 2
   111|

Use offset=111 to continue reading (showing 1-110 of 126 lines)


    by_desc = {c["description"]: c for c in list_transaction_candidates(conn)}
    duplicate_by_desc = {c["description"]: c for c in list_transaction_candidates(conn, tab="duplicates")}
    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 duplicate_by_desc["NETFLIX"]["status"] == "duplicate"
    assert "NETFLIX" not in by_desc

    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"


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py
@@ -74,11 +74,13 @@
     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)}
+    duplicate_by_desc = {c["description"]: c for c in list_transaction_candidates(conn, tab="duplicates")}
     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"
+    assert duplicate_by_desc["NETFLIX"]["status"] == "duplicate"
+    assert "NETFLIX" not in by_desc

 def test_bank_income_internal_transfer_and_unclear_payment_classification() -> None:

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_phase15_source_aware_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


terminal

Output:
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556 passed in 67.19s (0:01:07)


git status --short --ignored | grep -E '\.(sqlite|sqlite3|db|csv|xlsx|xls)$|finance\.sqlite|runtime|secrets' || true


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

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

transforming...✓ 399 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                                        0.36 kB │ gzip:   0.27 kB
dist/assets/primeicons-C6QP2o4f.woff2                 35.14 kB
dist/assets/primeicons-MpK4pl85.ttf                   84.98 kB
dist/assets/primeicons-WjwUDZjB.woff                  85.05 kB
dist/assets/primeicons-DMOk5skT.eot                   85.15 kB
dist/assets/primeicons-Dr5RGzOO.svg                  342.52 kB │ gzip: 108.35 kB
dist/assets/BudgetStatusPage-BMZrR7-x.css              0.12 kB │ gzip:   0.12 kB
dist/assets/BudgetAccountsPage-CvvWTfDA.css            0.25 kB │ gzip:   0.16 kB
dist/assets/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/ReportsPage-Bqz070Dr.css                   0.50 kB │ gzip:   0.24 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-zesx8UnF.css                 0.85 kB │ gzip:   0.38 kB
dist/assets/index-X6IZBE4M.css                        43.30 kB │ gzip:   9.81 kB
dist/assets/month-du7-Siw1.js                          0.11 kB │ gzip:   0.12 kB
dist/assets/runtime-BXFJwNm8.js                        0.14 kB │ gzip:   0.13 kB
dist/assets/portfolio-CbcV2hvU.js                      0.23 kB │ gzip:   0.19 kB
dist/assets/cash-BvuzNtAg.js                           0.29 kB │ gzip:   0.21 kB
dist/assets/QuantityValue--sjVckdT.js                  0.30 kB │ gzip:   0.24 kB
dist/assets/MoneyValue-DvBXy8Eh.js                     0.35 kB │ gzip:   0.27 kB
dist/assets/formatters-LV1YFncG.js                     0.42 kB │ gzip:   0.28 kB
dist/assets/equity-CtmKSN1Z.js                         0.67 kB │ gzip:   0.33 kB
dist/assets/positions-Dq48gyIR.js                      0.70 kB │ gzip:   0.28 kB
dist/assets/ChartPanel-DGhxtKjF.js                     0.71 kB │ gzip:   0.45 kB
dist/assets/SectionCard-ClnxmsSZ.js                    0.72 kB │ gzip:   0.46 kB
dist/assets/RoadmapPage-cBfh9xqI.js                    0.76 kB │ gzip:   0.48 kB
dist/assets/SummaryCard-BZpXfDXM.js                    0.99 kB │ gzip:   0.57 kB
dist/assets/crypto-CrBLW09B.js                         0.99 kB │ gzip:   0.41 kB
dist/assets/LoadActionBar-Dkw1FSvv.js                  1.02 kB │ gzip:   0.62 kB
dist/assets/DetailDrawer-D7pXWjuR.js                   1.14 kB │ gzip:   0.70 kB
dist/assets/auto-CfG8N2nT.js                           1.20 kB │ gzip:   0.59 kB
dist/assets/PositionTable-DdzVFxCe.js                  1.31 kB │ gzip:   0.74 kB
dist/assets/toolbar-C45mz6cU.js                        1.36 kB │ gzip:   0.60 kB
dist/assets/AllocationBars-Bcr55fmp.js                 1.54 kB │ gzip:   0.82 kB
dist/assets/FilterToolbar-BD933wgJ.js                  1.69 kB │ gzip:   0.69 kB
dist/assets/card-B05MJlRp.js                           2.00 kB │ gzip:   0.68 kB
dist/assets/LocalDataStatus-CQWIdIPj.js                2.13 kB │ gzip:   1.06 kB
dist/assets/BudgetAccountsPage-BG8M4Ie2.js             2.77 kB │ gzip:   1.20 kB
dist/assets/useQueryFilters-I-sy0yLW.js                2.77 kB │ gzip:   1.08 kB
dist/assets/chart-Kh9y1I5C.js                          3.34 kB │ gzip:   1.44 kB
dist/assets/BudgetTransfersPage-pb9mDiuF.js            3.71 kB │ gzip:   1.66 kB
dist/assets/PortfolioPage-CeVK3YnS.js                  4.35 kB │ gzip:   1.78 kB
dist/assets/TrueWealthPage-DvToyiBo.js                 4.77 kB │ gzip:   2.00 kB
dist/assets/ReportsPage-XQJILfMV.js                    5.15 kB │ gzip:   2.25 kB
dist/assets/MonthlyComparisonPage-rDUbzqX6.js          5.47 kB │ gzip:   2.10 kB
dist/assets/CategoryAnalysisPage-zEYKga50.js           5.64 kB │ gzip:   2.29 kB
dist/assets/WalletsPage-i-888W3n.js                    5.81 kB │ gzip:   2.46 kB
dist/assets/BudgetMonthlyImportPage-nbh90ecP.js        5.93 kB │ gzip:   2.34 kB
dist/assets/CommandCenter-CZft3m55.js                  6.46 kB │ gzip:   2.52 kB
dist/assets/BudgetVsActualPage-DxALzBQ2.js             6.77 kB │ gzip:   2.39 kB
dist/assets/BudgetStatusPage-D95pfdN8.js               7.13 kB │ gzip:   2.60 kB
dist/assets/BudgetOverviewPage-BvMAvM8Q.js             7.66 kB │ gzip:   2.98 kB
dist/assets/CashPage-D_aReR1o.js                       7.70 kB │ gzip:   2.68 kB
dist/assets/budget-dfRbx6jC.js                         8.13 kB │ gzip:   2.10 kB
dist/assets/BudgetImportPage-CHIrfS-p.js               8.21 kB │ gzip:   3.23 kB
dist/assets/BudgetSetupPage-BAgNskYZ.js                8.66 kB │ gzip:   2.92 kB
dist/assets/DataExplorerPage-CE0BY-8p.js              10.36 kB │ gzip:   3.56 kB
dist/assets/BudgetRulesPage-BA60G30V.js               10.99 kB │ gzip:   3.12 kB
dist/assets/BudgetRecurringPage-DCCv7thz.js           11.60 kB │ gzip:   3.51 kB
dist/assets/BudgetCategoriesPage-Ch0BI1Z9.js          12.46 kB │ gzip:   4.01 kB
dist/assets/message-BtFAfWxQ.js                       14.70 kB │ gzip:   3.00 kB
dist/assets/BudgetPlanningPage-BX4S0YMU.js            16.59 kB │ gzip:   5.17 kB
dist/assets/BudgetTransactionsPage-GgwMSfSt.js        20.49 kB │ gzip:   6.66 kB
dist/assets/PositionAddPage-C1hzo3Y7.js               21.05 kB │ gzip:   5.92 kB
dist/assets/BudgetGroceryOptimizerPage-Brg4727G.js    22.84 kB │ gzip:   6.61 kB
dist/assets/CryptoPage-C3he6ip0.js                    24.04 kB │ gzip:   7.05 kB
dist/assets/BudgetIncomePage-C8jZRfy2.js              32.64 kB │ gzip:   8.25 kB
dist/assets/BudgetImportReviewPage-BKO3FX8t.js        44.44 kB │ gzip:  12.53 kB
dist/assets/tag-CgP4mQCz.js                           84.52 kB │ gzip:  20.07 kB
dist/assets/EquityPage-Bnks5aJk.js                   189.00 kB │ gzip:  60.92 kB
dist/assets/datatable-Bjj3teRA.js                    305.77 kB │ gzip:  63.75 kB
dist/assets/index-BC70NQss.js                        641.93 kB │ gzip: 181.19 kB

✓ built in 1.66s
[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.


Output: !! src/jarvis_finance/runtime/__pycache__/


Explanation:
**Addressing __pycache issues**

I need to make sure to scan for any existing __pycache files, as they might be untracked. It's possible that these files could be causing some confusion or clutter in my project. I should consider removing them to keep things tidy. It’s important to have everything organized and accurately tracked to ensure smooth operations in my work. So, I’ll take this step to ensure everything is set up correctly!

rm -rf src/jarvis_finance/runtime/__pycache__ && git status --short --ignored | grep -E '\.(sqlite|sqlite3|db|csv|xlsx|xls)$|finance\.sqlite|runtime|secrets' || true
python - <<'PY'
import pathlib,re,sys
root=pathlib.Path('.')
skip={'.git','frontend/node_modules','frontend/dist','.pytest_cache','__pycache__'}
patterns=[re.compile(r'AKIA[0-9A-Z]{16}'),re.compile(r'github_pat_[A-Za-z0-9_]+'),re.compile(r'ghp_[A-Za-z0-9_]{20,}'),re.compile(r'OPENFIGI_API_KEY\s*=\s*[^\s]+'),re.compile(r'sk-[A-Za-z0-9]{20,}')]
hits=[]
for p in root.rglob('*'):
    if any(part in skip for part in p.parts) or not p.is_file(): continue
    if p.suffix.lower() in {'.pyc','.png','.jpg','.jpeg','.svg','.woff','.woff2','.ttf','.eot'}: continue
    try: text=p.read_text(errors='ignore')
    except Exception: continue
    for pat in patterns:
        if pat.search(text): hits.append(str(p)); break
print('SOURCE_SECRET_SCAN', 'OK' if not hits else hits)
PY
python - <<'PY'
import pathlib,re
root=pathlib.Path('frontend/dist')
patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'),re.compile(r'ghp_[A-Za-z0-9_]{20,}'),re.compile(r'OPENFIGI_API_KEY\s*=\s*[^\s]+'),re.compile(r'sk-[A-Za-z0-9]{20,}')]
hits=[]
for p in root.rglob('*'):
    if not p.is_file(): continue
    try: text=p.read_text(errors='ignore')
    except Exception: continue
    for pat in patterns:
        if pat.search(text): hits.append(str(p)); break
print('FRONTEND_BUILD_SECRET_SCAN', 'OK' if not hits else hits)
PY


Output:
SOURCE_SECRET_SCAN ['tests/unit/test_git_safety.py']
FRONTEND_BUILD_SECRET_SCAN OK


python - <<'PY'
import pathlib,re
root=pathlib.Path('.')
skip_dirs={'.git','frontend/node_modules','frontend/dist','.pytest_cache','__pycache__'}
skip_files={'tests/unit/test_git_safety.py'}
patterns=[re.compile(r'AKIA[0-9A-Z]{16}'),re.compile(r'github_pat_[A-Za-z0-9_]+'),re.compile(r'ghp_[A-Za-z0-9_]{20,}'),re.compile(r'OPENFIGI_API_KEY\s*=\s*[^\s]+'),re.compile(r'sk-[A-Za-z0-9]{20,}')]
hits=[]
for p in root.rglob('*'):
    if str(p) in skip_files or any(part in skip_dirs for part in p.parts) or not p.is_file(): continue
    if p.suffix.lower() in {'.pyc','.png','.jpg','.jpeg','.svg','.woff','.woff2','.ttf','.eot'}: continue
    try: text=p.read_text(errors='ignore')
    except Exception: continue
    for pat in patterns:
        if pat.search(text): hits.append(str(p)); break
print('SOURCE_SECRET_SCAN_EXCLUDING_INTENTIONAL_FIXTURE', 'OK' if not hits else hits)
PY
git status --short --ignored | grep -E '\.(sqlite|sqlite3|db|csv|xlsx|xls)$|finance\.sqlite|runtime|secrets' || true


Output: SOURCE_SECRET_SCAN_EXCLUDING_INTENTIONAL_FIXTURE OK


Output:
M frontend/src/api/budget.ts
 M frontend/src/pages/BudgetImportProductionV2.test.ts
 M frontend/src/pages/BudgetImportReviewPage.vue
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_imports.py
 M tests/unit/test_budget_import_production_v1.py
 M tests/unit/test_budget_phase15_source_aware_imports.py
?? tests/unit/test_budget_duplicate_handling_hotfix.py


Explanation:
**Checking server processes**

I need to ensure browser sanity after a restart. It looks like I need to verify the current state of the server and maybe check if any old server instances are still running. Restarting both the backend and frontend could help. I’m considering using the `lsof` command to see which processes are running and might affect things. It seems crucial to confirm everything is okay in the terminal before proceeding.

ps -ef | grep -E 'uvicorn|vite|npm run dev' | grep -v grep || true


Output:
agent     678239  405907  0 Mai19 ?        00:00:00 npm run dev --host 0.0.0.0
agent     678261  678239  0 Mai19 ?        00:00:00 sh -c vite --host 0.0.0.0
agent     678262  678261  0 Mai19 ?        00:00:02 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0
agent     688663  405907  0 Mai19 ?        00:00:00 npm run dev --host 127.0.0.1 --port 5173
agent     688685  688663  0 Mai19 ?        00:00:00 sh -c vite --host 127.0.0.1 --port 5173
agent     688686  688685  0 Mai19 ?        00:00:04 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 127.0.0.1 --port 5173
agent     738553     911  0 17:18 ?        00:00:11 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173
agent     744032  405907  0 20:20 ?        00:00:11 python -m uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000
agent     744051  405907  0 20:20 ?        00:00:00 npm run dev --host 0.0.0.0 --port 5173
agent     744073  744051  0 20:20 ?        00:00:00 sh -c vite --host 0.0.0.0 --port 5173
agent     744074  744073  0 20:20 ?        00:00:00 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173


Explanation:
**Managing server tasks**

I'm thinking about how to manage multiple servers without making a mess. I wonder if I need to stop any relevant processes on certain ports. Should I consider using the fuser command? It's tricky because I want everything to go smoothly and avoid errors. I need to ensure that I’m thinking through the best way to handle this so I don't accidentally disrupt anything important. It's a little overwhelming!

fuser -k 8000/tcp 5173/tcp || true
python -m uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000 > /tmp/finance-backend-dup.log 2>&1 & echo $! > /tmp/finance-backend-dup.pid
(cd frontend && npm run dev -- --host 0.0.0.0 --port 5173 > /tmp/finance-frontend-dup.log 2>&1 & echo $! > /tmp/finance-frontend-dup.pid)
sleep 3
cat /tmp/finance-backend-dup.pid /tmp/finance-frontend-dup.pid
curl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health && echo
curl -s -o /tmp/front.out -w '%{http_code}' http://127.0.0.1:5173 && echo


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


Output:
8000/tcp:            744032
5173/tcp:            738553


python -m uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000


Output: Background process started


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


Output: Background process started


Output:
http://127.0.0.1:8000/api/health 200
http://127.0.0.1:5173 200
http://100.85.29.67:5173 200


Explanation:
**Navigating with the browser**

I need to ensure things are running smoothly with the browser. It sounds like I might need to check my route or settings to navigate properly. Getting that browser sanity feels important, especially if things aren’t working as expected. Let’s take a moment to confirm everything is set up before proceeding! It’ll help to have a clear path forward.


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


Explanation:
**Investigating API issues**

I'm looking into why the summary shows zero counts, even though the database has candidates. Is it possible the API uses a different database environment? I’ve also restarted with default runtime settings on the current server, but maybe the review count is zero because the query defaults are excluding results after cleanup. It did show 324 directly, so I wonder if there was an issue with the frontend API. Should I check the console for errors?


[vite] connecting...

[vite] connected.


Explanation:
**Considering API reading**

I’m wondering if the difference in the API reading is due to the environment in which it's running. I think it would make sense to check the query endpoint just to ensure everything's working properly. There could be variations based on how the environment is set up. It's worth looking into, as this might help clarify any issues I’m experiencing. Let's see if I can pinpoint the problem and address it effectively!

curl -s 'http://127.0.0.1:8000/api/budget/transaction-candidates/summary?budget_year=2026' && echo
curl -s 'http://127.0.0.1:8000/api/budget/transaction-candidates?budget_year=2026' | python -c 'import sys,json; data=json.load(sys.stdin); print(len(data)); print(data[:1])'


Output:
{"open_total":324,"auto_categorized":61,"review_needed":263,"galaxus_digitec":0,"migros_over_50":0,"covered_by_source":103,"covered_by_migros":103,"unclear":11,"possible_duplicates":297,"transfer_candidates":6,"income_candidates":0,"possible_income":0,"already_processed":0}
324
[{'transaction_candidate_id': 'btxcand_da01a17f5a5989ea939d5918', 'source_file_label': '260518_Konto_Raiffeisen_20260518085941.csv', 'source_row_or_range': 'R1', 'source_type': 'raiffeisen_bank', 'transaction_date': '2026-01-05', 'description': 'Einkauf TWINT PARKINGPAY-TWINT', 'merchant': None, 'amount_original': '0.5', 'currency_original': 'CHF', 'proposed_category_id': None, 'proposed_category_name': None, 'duplicate_of_transaction_id': None, 'confidence': '0.50', 'requires_review': True, 'status': 'needs_review', 'notes': '{"transaction_type": "expense", "reason": "bank_payment_unclear"}', 'created_at': '2026-05-18T08:15:05Z', 'updated_at': '2026-05-18T08:15:05Z', 'classification': 'bank_review', 'review_reason': 'bank_payment_unclear', 'rule_id': 'bank_review', 'rule_name': None, 'source_priority': 80, 'covered_by_source': None, 'receipt_key': None, 'linked_candidate_id': None, 'account_source': 'CH1280808006766055632', 'raw_fingerprint': '4b4069895387a64097459d843f0804bc', 'confirmed_transaction_id': None, 'confirmed_at': None, 'confirmed_by': None, 'merchant_id': None, 'merchant_display_name': None, 'status_label': 'Review nötig', 'import_session_id': None}]


Explanation:
**Troubleshooting browser loading**

I'm thinking that the browser probably loaded before the store. But wait, the snapshot shows zero, which is odd. Hmm, maybe the frontend calls are being proxied through /api? That should definitely be happening. Is it possible that it just hasn’t been refreshed yet? I might need to try reloading the page to see if that clears things up. Sometimes these things can be a bit tricky!


- complementary
  - paragraph
    - StaticText "JARVIS"
  - heading "Finance" [level=1, ref=e1]
  - paragraph
    - StaticText "PrimeVue Aura Light"
  - navigation
    - StaticText "Command Center Anlagen Portfolio Aktien ETFs Crypto TrueWealth Cash Budget Budget Übersicht Budget vs Ist Transaktionen Setup"
    - link "Command Center" [ref=e2]
    - paragraph
    - link "Portfolio" [ref=e3]
    - link "Aktien & ETFs" [ref=e4]
    - link "Crypto" [ref=e5]
    - link "TrueWealth Roboadvisor" [ref=e6]
    - link "Cash" [ref=e7]
    - paragraph
    - link "Budget Übersicht" [ref=e8]
    - link "Budgetstatus" [ref=e9]
    - link "Budget vs Ist" [ref=e10]
    - link "Monatsvergleich" [ref=e11]
    - link "Kategorieanalyse" [ref=e12]
    - paragraph
    - link "Effektive Ausgaben" [ref=e13]
    - link "Effektive Einnahmen" [ref=e14]
    - link "Buchungen prüfen" [ref=e15]
    - link "Transfers" [ref=e16]
    - paragraph
    - link "Kategorien & Tags" [ref=e17]
    - link "Konten" [ref=e18]
    - link "Regeln" [ref=e19]
    - link "Seed Review / Excel übernehmen" [ref=e20]
  - sectionfooter
    - paragraph
    - paragraph
    - paragraph
      - StaticText "Schreibseiten: Preview/Confirm/Audit."
- main
  - sectionheader
    - paragraph
      - StaticText "USER DASHBOARD"
    - heading "Buchungen prüfen" [level=1, ref=e21]
    - paragraph
      - StaticText "Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion"
    - button "System Backend: läuft · Frontend: läuft" [ref=e23]
      - StaticText "System Backend: läuft · Frontend: läuft"
    - button "? Hilfe" [ref=e22]
      - StaticText "? Hilfe"
    - StaticText "Read-only View"
  - generic
    - sectionheader
      - paragraph
        - StaticText "AUSGABEN · BUCHUNGEN PRÜFEN"
      - heading "Buchungen prüfen" [level=1, ref=e24]
      - paragraph
        - StaticText "Import-Kandidaten mit Quellentabs, Transferlogik und auditierbaren Aktionen. Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben."
    - paragraph
      - StaticText "OFFEN TOTAL"
    - paragraph
      - StaticText "324"
    - paragraph
      - StaticText "Kandidaten, die noch eine User-Entscheidung benötigen."
    - paragraph
      - StaticText "AUTO"
    - paragraph
      - StaticText "61"
    - paragraph
      - StaticText "Sicher vorgeschlagene Kandidaten ohne Review-Pflicht."
    - paragraph
      - StaticText "REVIEW NÖTIG"
    - paragraph
      - StaticText "263"
    - paragraph
      - StaticText "Kandidaten ohne sichere Kategorie oder mit unklarem Typ."
    - paragraph
      - StaticText "GALAXUS"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Galaxus/Digitec-Kandidaten zur separaten Prüfung."
    - paragraph
      - StaticText "MIGROS"
    - paragraph
      - StaticText "0"
    - paragraph
      - StaticText "Migros-Kandidaten mit Detailprüfung."
    - paragraph
      - StaticText "UNKLAR"
    - paragraph
      - StaticText "11"
    - paragraph
      - StaticText "Unklare Kandidaten ohne sichere Regel."
    - paragraph
      - StaticText "DUPLIKATE"
    - paragraph
      - StaticText "297"
    - paragraph
      - StaticText "Mögliche Duplikate, separat prüfbar und nicht normal confirmbar."
    - generic
      - tablist
        - tab "Alle neuen" [selected, ref=e52]
        - tab "Review nötig" [ref=e53]
        - tab "Auto-zugeordnet" [ref=e54]
        - tab "Einkommen" [ref=e55]
        - tab "Transfers" [ref=e56]
        - tab "Galaxus/Digitec" [ref=e57]
        - tab "Unklar" [ref=e58]
        - tab "Duplikate prüfen" [ref=e59]
        - tab "Automatisch ignorierte Duplikate" [ref=e60]
        - tab "Covered by Source" [ref=e61]
        - tab "Migros" [ref=e62]
        - tab "VISA" [ref=e63]
        - tab "Raiffeisen" [ref=e64]
        - tab "AKB" [ref=e65]
        - tab "Geld Eingang" [ref=e66]
        - tab "Nicht Einkommen / Transfer" [ref=e67]
        - tab "Kreditkartenausgleich" [ref=e68]
        - tab "True Wealth / Investment Transfers" [ref=e69]
        - tab "Ignoriert / bereits verarbeitet" [ref=e70]
      - button "Next" [ref=e25]
    - toolbar
      - generic [ref=e26] clickable [cursor:pointer]
        - combobox "Confirm-Konto" [expanded=false, ref=e39]
      - generic [ref=e27] clickable [cursor:pointer]
        - combobox "Budgetjahr 2026" [expanded=false, ref=e40]
      - generic [ref=e28] clickable [cursor:pointer]
        - combobox "Status" [expanded=false, ref=e41]
      - generic [ref=e29] clickable [cursor:pointer]
        - combobox "Bulk-Kategorie" [expanded=false, ref=e42]
      - textbox "Händler" [ref=e30]
      - textbox "Quelle" [ref=e31]
      - button "Filtern" [ref=e32]
        - StaticText ""
        - StaticText "Filtern"
      - button "Bankeingänge neu klassifizieren" [ref=e33]
        - StaticText ""
        - StaticText "Bankeingänge neu klassifizieren"
    - toolbar
      - StaticText "Ausgewählt: 0"
      - button "Kategorie auf Auswahl anwenden" [disabled, ref=e34]
        - StaticText "Kategorie auf Auswahl anwenden"
      - button "Auswahl bestätigen" [disabled, ref=e35]
        - StaticText "Auswahl bestätigen"
      - button "Ignorieren" [disabled, ref=e36]
        - StaticText "Ignorieren"
      - button "Wieder öffnen" [disabled, ref=e37]
        - StaticText "Wieder öffnen"
      - button "Transfer" [disabled, ref=e38]
        - StaticText "Transfer"
    - generic
      - table
        - rowgroup
          - row
            - columnheader
              - checkbox [checked=false, ref=e331]
            - columnheader "DATUM" [ref=e71] clickable [cursor:pointer, tabindex]
              - StaticText "DATUM"
            - columnheader "QUELLE" [ref=e72]
              - StaticText "QUELLE"
            - columnheader "HÄNDLER/BESCHREIBUNG" [ref=e73]
              - StaticText "HÄNDLER/BESCHREIBUNG"
            - columnheader "BETRAG" [ref=e74]
              - StaticText "BETRAG"
            - columnheader "KATEGORIE" [ref=e75]
              - StaticText "KATEGORIE"
            - columnheader "TYP" [ref=e76]
              - StaticText "TYP"
            - columnheader "CONFIDENCE" [ref=e77]
              - StaticText "CONFIDENCE"
            - columnheader "GRUND / GELDFLUSS" [ref=e78]
              - StaticText "GRUND / GELDFLUSS"
            - columnheader "STATUS" [ref=e79]
              - StaticText "STATUS"
            - columnheader "AKTIONEN" [ref=e80]
              - StaticText "AKTIONEN"
        - rowgroup
          - row
            - cell
              - checkbox [checked=false, ref=e332]
            - cell "2026-01-05" [ref=e81]
            - cell "raiffeisen_bank 260518_Konto_Raiffeisen_20260518085941.csv" [ref=e82]
              - StaticText "raiffeisen_bank"
              - StaticText "260518_Konto_Raiffeisen_20260518085941.csv"
            - cell "Einkauf TWINT PARKINGPAY-TWINT Einkauf TWINT PARKINGPAY-TWINT" [ref=e83]
              - strong
              - StaticText "Einkauf TWINT PARKINGPAY-TWINT"
            - cell "0.5 CHF" [ref=e84]
            - cell "Review nötig + Kategorie" [ref=e85]
              - generic [ref=e333] clickable [cursor:pointer]
                - combobox "Review nötig" [expanded=false, ref=e557]
              - button "+ Kategorie" [ref=e334]
            - cell "expense produktive Buchung erst nach Confirm" [ref=e86]
              - StaticText "expense"
              - StaticText "produktive Buchung erst nach Confirm"
            - cell "0.50" [ref=e87]
              - StaticText "0.50"
            - cell "bank_review bank_payment_unclear Von Konto: CH1280808006766055632 · Zu Konto: — Gegenbuchung gefunden: nein/noch nicht verknüpft" [ref=e88]
              - StaticText "bank_review"
              - StaticText "bank_payment_unclear"
              - StaticText "Von Konto: CH1280808006766055632 · Zu Konto: —"
              - StaticText "Gegenbuchung gefunden: nein/noch nicht verknüpft"

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


{"success": true, "snapshot": "- complementary\n  - paragraph\n    - StaticText \"JARVIS\"\n  - heading \"Finance\" [level=1, ref=e1]\n  - paragraph\n    - StaticText \"PrimeVue Aura Light\"\n  - navigation\n    - StaticText \"Command Center Anlagen Portfolio Aktien ETFs Crypto TrueWealth Cash Budget Budget Übersicht Budget vs Ist Transaktionen Setup\"\n    - link \"Command Center\" [ref=e2]\n    - paragraph\n    - link \"Portfolio\" [ref=e3]\n    - link \"Aktien & ETFs\" [ref=e4]\n    - link \"Crypto\" [ref=e5]\n    - link \"TrueWealth Roboadvisor\" [ref=e6]\n    - link \"Cash\" [ref=e7]\n    - paragraph\n    - link \"Budget Übersicht\" [ref=e8]\n    - link \"Budgetstatus\" [ref=e9]\n    - link \"Budget vs Ist\" [ref=e10]\n    - link \"Monatsvergleich\" [ref=e11]\n    - link \"Kategorieanalyse\" [ref=e12]\n    - paragraph\n    - link \"Effektive Ausgaben\" [ref=e13]\n    - link \"Effektive Einnahmen\" [ref=e14]\n    - link \"Buchungen prüfen\" [ref=e15]\n    - link \"Transfers\" [ref=e16]\n    - paragraph\n    - link \"Kategorien & Tags\" [ref=e17]\n    - link \"Konten\" [ref=e18]\n    - link \"Regeln\" [ref=e19]\n    - link \"Seed Review / Excel übernehmen\" [ref=e20]\n  - sectionfooter\n    - paragraph\n    - paragraph\n    - paragraph\n      - StaticText \"Schreibseiten: Preview/Confirm/Audit.\"\n- main\n  - sectionheader\n    - paragraph\n      - StaticText \"USER DASHBOARD\"\n    - heading \"Buchungen prüfen\" [level=1, ref=e21]\n    - paragraph\n      - StaticText \"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\"\n    - button \"System Backend: läuft · Frontend: läuft\" [ref=e23]\n      - StaticText \"System Backend: läuft · Frontend: läuft\"\n    - button \"? Hilfe\" [ref=e22]\n      - StaticText \"? Hilfe\"\n    - StaticText \"Read-only View\"\n  - generic\n    - sectionheader\n      - paragraph\n        - StaticText \"AUSGABEN · BUCHUNGEN PRÜFEN\"\n      - heading \"Buchungen prüfen\" [level=1, ref=e24]\n      - paragraph\n        - StaticText \"Import-Kandidaten mit Quellentabs, Transferlogik und auditierbaren Aktionen. Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben.\"\n    - paragraph\n      - StaticText \"OFFEN TOTAL\"\n    - paragraph\n      - StaticText \"324\"\n    - paragraph\n      - StaticText \"Kandidaten, die noch eine User-Entscheidung benötigen.\"\n    - paragraph\n      - StaticText \"AUTO\"\n    - paragraph\n      - StaticText \"61\"\n    - paragraph\n      - StaticText \"Sicher vorgeschlagene Kandidaten ohne Review-Pflicht.\"\n    - paragraph\n      - StaticText \"REVIEW NÖTIG\"\n    - paragraph\n      - StaticText \"263\"\n    - paragraph\n      - StaticText \"Kandidaten ohne sichere Kategorie oder mit unklarem Typ.\"\n    - paragraph\n      - StaticText \"GALAXUS\"\n    - paragraph\n      - StaticText \"0\"\n    - paragraph\n      - StaticText \"Galaxus/Digitec-Kandidaten zur separaten Prüfung.\"\n    - paragraph\n      - StaticText \"MIGROS\"\n    - paragraph\n      - StaticText \"0\"\n    - paragraph\n      - StaticText \"Migros-Kandidaten mit Detailprüfung.\"\n    - paragraph\n      - StaticText \"UNKLAR\"\n    - paragraph\n      - StaticText \"11\"\n    - paragraph\n      - StaticText \"Unklare Kandidaten ohne sichere Regel.\"\n    - paragraph\n      - StaticText \"DUPLIKATE\"\n    - paragraph\n      - StaticText \"297\"\n    - paragraph\n      - StaticText \"Mögliche Duplikate, separat prüfbar und nicht normal confirmbar.\"\n    - generic\n      - tablist\n        - tab \"Alle neuen\" [selected, ref=e52]\n        - tab \"Review nötig\" [ref=e53]\n        - tab \"Auto-zugeordnet\" [ref=e54]\n        - tab \"Einkommen\" [ref=e55]\n        - tab \"Transfers\" [ref=e56]\n        - tab \"Galaxus/Digitec\" [ref=e57]\n        - tab \"Unklar\" [ref=e58]\n        - tab \"Duplikate prüfen\" [ref=e59]\n        - tab \"Automatisch ignorierte Duplikate\" [ref=e60]\n        - tab \"Covered by Source\" [ref=e61]\n        - tab \"Migros\" [ref=e62]\n        - tab \"VISA\" [ref=e63]\n        - tab \"Raiffeisen\" [ref=e64]\n        - tab \"AKB\" [ref=e65]\n        - tab \"Geld Eingang\" [ref=e66]\n        - tab \"Nicht Einkommen / Transfer\" [ref=e67]\n        - tab \"Kreditkartenausgleich\" [ref=e68]\n        - tab \"True Wealth / Investment Transfers\" [ref=e69]\n        - tab \"Ignoriert / bereits verarbeitet\" [ref=e70]\n      - button \"Next\" [ref=e25]\n    - toolbar\n      - generic [ref=e26] clickable [cursor:pointer]\n        - combobox \"Confirm-Konto\" [expanded=false, ref=e39]\n      - generic [ref=e27] clickable [cursor:pointer]\n        - combobox \"Budgetjahr 2026\" [expanded=false, ref=e40]\n      - generic [ref=e28] clickable [cursor:pointer]\n        - combobox \"Status\" [expanded=false, ref=e41]\n      - generic [ref=e29] clickable [cursor:pointer]\n        - combobox \"Bulk-Kategorie\" [expanded=false, ref=e42]\n      - textbox \"Händler\" [ref=e30]\n      - textbox \"Quelle\" [ref=e31]\n      - button \"Filtern\" [ref=e32]\n        - StaticText \"\"\n        - StaticText \"Filtern\"\n      - button \"Bankeingänge neu klassifizieren\" [ref=e33]\n        - StaticText \"\"\n        - StaticText \"Bankeingänge neu klassifizieren\"\n    - toolbar\n      - StaticText \"Ausgewählt: 0\"\n      - button \"Kategorie auf Auswahl anwenden\" [disabled, ref=e34]\n        - StaticText \"Kategorie auf Auswahl anwenden\"\n      - button \"Auswahl bestätigen\" [disabled, ref=e35]\n        - StaticText \"Auswahl bestätigen\"\n      - button \"Ignorieren\" [disabled, ref=e36]\n        - StaticText \"Ignorieren\"\n      - button \"Wieder öffnen\" [disabled, ref=e37]\n        - StaticText \"Wieder öffnen\"\n      - button \"Transfer\" [disabled, ref=e38]\n        - StaticText \"Transfer\"\n    - generic\n      - table\n        - rowgroup\n          - row\n            - columnheader\n              - checkbox [checked=false, ref=e331]\n            - columnheader \"DATUM\" [ref=e71] clickable [cursor:pointer, tabindex]\n              - StaticText \"DATUM\"\n            - columnheader \"QUELLE\" [ref=e72]\n              - StaticText \"QUELLE\"\n            - columnheader \"HÄNDLER/BESCHREIBUNG\" [ref=e73]\n              - StaticText \"HÄNDLER/BESCHREIBUNG\"\n            - columnheader \"BETRAG\" [ref=e74]\n              - StaticText \"BETRAG\"\n            - columnheader \"KATEGORIE\" [ref=e75]\n              - StaticText \"KATEGORIE\"\n            - columnheader \"TYP\" [ref=e76]\n              - StaticText \"TYP\"\n            - columnheader \"CONFIDENCE\" [ref=e77]\n              - StaticText \"CONFIDENCE\"\n            - columnheader \"GRUND / GELDFLUSS\" [ref=e78]\n              - StaticText \"GRUND / GELDFLUSS\"\n            - columnheader \"STATUS\" [ref=e79]\n              - StaticText \"STATUS\"\n            - columnheader \"AKTIONEN\" [ref=e80]\n              - StaticText \"AKTIONEN\"\n        - rowgroup\n          - row\n            - cell\n              - checkbox [checked=false, ref=e332]\n            - cell \"2026-01-05\" [ref=e81]\n            - cell \"raiffeisen_bank 260518_Konto_Raiffeisen_20260518085941.csv\" [ref=e82]\n              - StaticText \"raiffeisen_bank\"\n              - StaticText \"260518_Konto_Raiffeisen_20260518085941.csv\"\n            - cell \"Einkauf TWINT PARKINGPAY-TWINT Einkauf TWINT PARKINGPAY-TWINT\" [ref=e83]\n              - strong\n              - StaticText \"Einkauf TWINT PARKINGPAY-TWINT\"\n            - cell \"0.5 CHF\" [ref=e84]\n            - cell \"Review nötig + Kategorie\" [ref=e85]\n              - generic [ref=e333] clickable [cursor:pointer]\n                - combobox \"Review nötig\" [expanded=false, ref=e557]\n              - button \"+ Kategorie\" [ref=e334]\n            - cell \"expense produktive Buchung erst nach Confirm\" [ref=e86]\n              - StaticText \"expense\"\n              - StaticText \"produktive Buchung erst nach Confirm\"\n            - cell \"0.50\" [ref=e87]\n              - StaticText \"0.50\"\n            - cell \"bank_review bank_payment_unclear Von Konto: CH1280808006766055632 · Zu Konto: — Gegenbuchung gefunden: nein/noch nicht verknüpft\" [ref=e88]\n              - StaticText \"bank_review\"\n              - StaticText \"bank_payment_unclear\"\n              - StaticText \"Von Konto: CH1280808006766055632 · Zu Konto: —\"\n              - StaticText \"Gegenbuchung gefunden: nein/noch nicht verknüpft\"\n\n[... 829 more lines truncated, use browser_snapshot for full content]", "element_count": 581}

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