{"role": "user", "content": "[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.\n\n[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 223 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---\n\n[Your active task list was preserved across context compression]\n- [>] p110-0. Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup (in_progress)\n- [ ] p110-1. RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben (pending)\n- [ ] p110-2. Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs (pending)\n- [ ] p110-3. Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit (pending)\n- [ ] p110-4. Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar (pending)\n- [ ] p110-5. Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only (pending)\n- [ ] p110-6. Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms (pending)\n- [ ] p110-7. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)\n- [ ] p110-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nNone.\n\n## Goal\nDas Finanz-/Budget-Dashboard soll über Tailscale auf iPhone/iPad gut nutzbar sein: schnelle mobile Quick-View für Command Center, Budgetstatus 2026, Einkünfte, effektive Ausgaben, Crypto, Aktien/ETF/Cash, Wallets und minimale Reports — ohne neue Fachfeatures, Provider, Import-Engines oder Schreibaktionen ohne Preview/Confirm/Audit.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch, direkte Abschlussberichte mit Ja/Nein-Status und Links.\n- Keine VISA-/Migros-/Rule-/OCR-/Import-Engine starten oder implementieren.\n- Keine neuen Provider, keine Provider-Abfragen beim normalen Rendern.\n- Keine echten Daten, API-Keys, Secrets, Credentials, Runtime-DBs oder Connection Strings ins Git/Frontend.\n- Schreibaktionen nur mit Preview/Confirm/Audit.\n- Fokus Mobile UX: responsive Layout, mobile Navigation, kompakte Views, Touch-Bedienbarkeit.\n- Desktop-Verhalten darf nicht kaputtgehen; Desktop-Sidebar bleibt.\n- Mobile User Mode soll keine Admin-/Debug-/technischen IDs zeigen.\n- Große Tabellen mobil entschärfen: Desktop Tabelle, Mobile Card List; horizontales Scrollen nur in Detailbereichen, wenn unvermeidbar.\n- Breakpoints: mobile `<640px`, tablet `640–1024px`, desktop `>1024px`.\n- Beträge immer mit 2 Dezimalstellen, keine langen Decimal-Werte.\n- Roadmap-Hinweise sind erlaubt, aber keine Fake-Buttons.\n- Vor Abschluss erwünscht: Python compile, pytest, npm test, npm run build, Secret Scans, Git-Safety, `git diff --check`, Commit, Push, Restart, lokale/Tailscale-Links melden.\n\n## Completed Actions\n1. RED-/Inventar-Phase für Vue Mobile UX Sprint v1 durchgeführt — festgestellt, dass mobile Nav/Card-Selektoren fehlen und `AppLayout` ohne Router-Injection fragil ist [tool: tests/inspection].\n2. Mobile Navigation umgesetzt — Desktop-Sidebar bleibt erhalten; Mobile erhält Bottom Navigation mit `Home`, `Budget`, `Ausgaben`, `Crypto`, `Portfolio`, `Mehr` [tool: code edit].\n3. Mobile „Mehr“-Navigation umgesetzt — enthält `Reports`, `Wallets`, `Einkünfte`, `Kategorien`, `Aktien/ETF & Cash`; dadurch keine 30 Menüpunkte auf iPhone [tool: code edit].\n4. Mobile Shell/Layout angepasst — Bottom-Nav-Space und mobiles Padding ergänzt; Desktop-Layout bleibt erhalten [tool: code edit].\n5. Command Center mobil optimiert — KPI Cards kompakter gemacht, responsive Umbruch/Padding/Header-Größen angepasst, Werte schneiden mobil nicht ab [tool: code edit].\n6. Budgetstatus Mobile Cards umgesetzt — Kategorie-Cards statt breiter Tabelle mit Kategorie, Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status [tool: code edit].\n7. Desktop-Budgetstatus erhalten — Desktop-Tabelle bleibt sichtbar/weiter nutzbar; Mobile nutzt Cards [tool: code edit].\n8. Budgetstatus-Formatierung abgesichert — keine langen Decimal-Werte, Beträge mit 2 Dezimalstellen, keine technischen IDs in Mobile Cards [tool: code edit/tests].\n9. Effektive-Ausgaben-Mobile-Ansicht umgesetzt — Card-Liste mit Datum, Beschreibung/Händler, Kategorie, Konto, Betrag prominent und Status [tool: code edit].\n10. Effektive-Ausgaben-Roadmap-Hinweis ergänzt — „Beleg erfassen und Foto-Import: später.“ als Coming-soon-Hinweis, nicht als Fake-Button [tool: code edit].\n11. Einkünfte mobil nutzbar gemacht — Mobile Card-Ansicht für Einkünfte-Pläne mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status und Archivieren-Aktion wenn aktiv [tool: code edit].\n12. Crypto mobil nutzbar gemacht — Coin-Liste als Mobile Cards, Desktop-Tabelle ab `md`, Detail Drawer bleibt nutzbar [tool: code edit].\n13. Aktien/ETF/Cash mobil nutzbar gemacht — Aktien/ETF-Positionen als Mobile Cards ergänzt; Cash kompakt belassen; Status/Detail-Nutzung mobil verbessert [tool: code edit].\n14. Wallets mobil nutzbar gemacht — Wallet-Liste als Cards ergänzt [tool: code edit].\n15. Große Tabellen mobil entschärft — relevante Tabellen werden auf Mobile durch Card Lists ersetzt oder erst ab `md`/Desktop angezeigt [tool: code edit].\n16. `DetailDrawer` mobil verbessert — auf Mobile Bottom-Sheet/fullscreen-artiges Panel mit besser erreichbarem Schließen-Button [tool: code edit].\n17. Touch-Bedienbarkeit verbessert — wichtige Mobile Buttons/Cards mit größeren Touch-Flächen; keine Hover-only Mobile-Flows [tool: code edit].\n18. Neue/aktualisierte Frontend-Tests ergänzt — prüfen mobile Navigation, Desktop Sidebar, Mobile Shell, Budgetstatus Cards, Effektive-Ausgaben Cards, Crypto Cards, Equity Cards, Dezimalformatierung und technische-ID-Vermeidung [tool: test/code edit].\n19. Frontend Vitest ausgeführt — Ergebnis: `31 passed` [tool: terminal].\n20. Frontend Build ausgeführt — Ergebnis: OK [tool: terminal].\n21. Python compile ausgeführt — Ergebnis: OK [tool: terminal].\n22. Backend pytest ausgeführt — Ergebnis: `393 passed` [tool: terminal].\n23. `git diff --check` ausgeführt — Ergebnis: OK [tool: terminal].\n24. Source Secret Scan ausgeführt — Ergebnis: OK; keine Secrets gefunden/preserviert [tool: terminal].\n25. Frontend Build Secret Scan ausgeführt — Ergebnis: OK [tool: terminal].\n26. Git-Safety geprüft — Ergebnis: OK [tool: terminal].\n27. Browser-/Route-Sanity durchgeführt — Routen `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200` [tool: browser/terminal].\n28. Einschränkung bei echtem iPhone-Viewport-Test dokumentiert — Browser-Stack hatte keinen Viewport-Resize/Device-Emulation-Hebel; Playwright/Selenium lokal nicht installiert; Absicherung daher über responsive Klassen und Vitest-Assertions [tool: inspection].\n29. Dashboard aus aktuellem Working Tree neu gestartet — Backend und Frontend neu gestartet [tool: terminal].\n30. Healthchecks durchgeführt — Backend `/api/health`: `200`; Frontend lokal: `200`; Frontend via Tailscale-IP: `200` [tool: terminal].\n31. Commit erstellt — Commit Message: `feat: improve mobile dashboard ux`; Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00` [tool: git].\n32. Push durchgeführt und Remote-Hash verifiziert — Remote Hash entspricht lokalem Commit `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`; Push erfolgreich [tool: git].\n33. Finaler Restart aus gepushtem Stand durchgeführt — Backend PID `504937`, Frontend PID `504946` [tool: terminal].\n34. Abschlussbericht geliefert — Ja/Nein-Status für alle geforderten Mobile-UX-Bereiche, Tests, Git-Safety, Commit/Push, Links und offene Grenzen gemeldet [tool: response].\n\n## Active State\n- Working directory: nicht explizit im neuen Kontext genannt.\n- Branch: `feat/budget-phase-1-4`.\n- Working Tree: sauber.\n- Letzter Commit: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Push-Status: erfolgreich; Remote-Hash Match: ja.\n- Backend läuft neu gestartet mit PID `504937`.\n- Frontend läuft neu gestartet mit PID `504946`.\n- Lokales Backend: `http://127.0.0.1:8000`.\n- Lokales Frontend: `http://127.0.0.1:5173`.\n- Tailscale Dashboard: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS: nicht aktiv; Meldung: `No serve config`.\n- Healthchecks:\n - Backend `/api/health`: `200`.\n - Frontend lokal: `200`.\n - Frontend via Tailscale-IP: `200`.\n- Teststatus:\n - Backend pytest: `393 passed`.\n - Frontend Vitest: `31 passed`.\n - Frontend build: OK.\n - Python compile: OK.\n - `git diff --check`: OK.\n - Source Secret Scan: OK.\n - Frontend Build Secret Scan: OK.\n - Git-Safety: OK.\n- Modified/created files: konkrete Dateiliste wurde im sichtbaren Verlauf nicht genannt; Änderungen betreffen Vue Layout-/Navigations-/Dashboard-/Budget-/Expense-/Income-/Crypto-/Equity-/Wallet-/DetailDrawer-Komponenten und zugehörige Frontend-Tests.\n\n## In Progress\nKeine laufende Arbeit. Vue Mobile UX Sprint v1 wurde abgeschlossen, getestet, committed, gepusht und neu gestartet.\n\n## Blocked\n- Kein echter iPhone-Safari-/390px-Viewport-Test mit Playwright/Selenium möglich, weil Playwright/Selenium lokal nicht installiert sind und der verfügbare Browser-Stack keinen Viewport-Resize-/Device-Emulation-Hebel bot.\n- Tailscale Serve/HTTPS ist nicht aktiv; Status/Meldung: `No serve config`.\n- Keine funktionalen Blocker für die ausgelieferte Mobile UX bekannt.\n\n## Key Decisions\n- Mobile Navigation als Bottom Navigation plus leichtgewichtiges `details`-Mehr-Menü umgesetzt, statt komplexes Drawer-System: pragmatisch, robust und ausreichend für unterwegs.\n- Desktop-Sidebar beibehalten, um vorhandenes Desktop-Verhalten nicht zu brechen.\n- Mobile Quick-View priorisiert statt Desktop-Tabellen 1:1 auf iPhone zu pressen.\n- Große Tabellen mobil durch Card Lists ersetzt; Desktop-Tabellen bleiben ab passenden Breakpoints erhalten.\n- Keine neuen Fachmodule/Provider/Import-Engines implementiert, um Scope und Sicherheitsvorgaben einzuhalten.\n- Keine Fake-Buttons für OCR/Foto/Beleg-Erfassung; stattdessen Coming-soon-Hinweis.\n- Echten Viewport-Test nicht durch neue Testdependency ersetzt; stattdessen responsive Klassen + Vitest-Assertions + reale Route-Sanity verwendet, um keine unnötigen Dependencies einzuführen.\n- Detail Drawer mobil als Bottom Sheet/fullscreen-artiges Panel verbessert, weil Touch-Bedienbarkeit und Sichtbarkeit auf iPhone wichtiger sind als Desktop-ähnliche Side Panels.\n\n## Resolved Questions\n- Mobile Navigation umgesetzt? Ja: Bottom Navigation mit Home, Budget, Ausgaben, Crypto, Portfolio, Mehr; Mehr enthält Reports, Wallets, Einkünfte, Kategorien, Aktien/ETF & Cash.\n- Command Center mobil nutzbar? Ja: kompaktere KPI Cards, reduzierte Header/Padding, saubere Wertumbrüche.\n- Budgetstatus mobil als Cards? Ja: Kategorie-Cards mit Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status.\n- Effektive Ausgaben mobil nutzbar? Ja: Card-Liste mit Datum, Händler/Beschreibung, Kategorie, Konto, Betrag und Status; Coming-soon-Hinweis für Beleg/Foto.\n- Einkünfte mobil nutzbar? Ja: Cards mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status.\n- Crypto mobil nutzbar? Ja: Coin Cards, kompakte Liste, Details nutzbar.\n- Aktien/ETF/Cash mobil nutzbar? Ja: Positionen als Cards, Cash kompakt, Detail Drawer verbessert.\n- Wallets mobil nutzbar? Ja: Wallet Cards.\n- Tabellen mobil entschärft? Ja: Mobile Card Lists oder Desktop-only Tabellen.\n- Tailscale-Link funktioniert? Ja: `http://100.85.29.67:5173` liefert `200`.\n- Backend neu gestartet? Ja, PID `504937`.\n- Frontend neu gestartet? Ja, PID `504946`.\n- Commit/Push erledigt? Ja, Commit/Remote Hash `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Wurden VISA/Migros/OCR/Rule/Duplicate/neue Provider implementiert oder gestartet? Nein.\n\n## Pending User Asks\nNone.\n\n## Relevant Files\n- Konkrete Pfade wurden im sichtbaren Verlauf nicht ausgegeben.\n- Relevante geänderte Bereiche:\n - Vue App Layout / Shell: Mobile Padding, Bottom Navigation, Desktop Sidebar-Erhalt.\n - Mobile Navigation-Komponenten: Hauptpunkte und Mehr-Menü.\n - Command Center Dashboard-Komponenten: responsive KPI Cards.\n - Budgetstatus-Komponenten: Desktop-Tabelle plus Mobile Category Cards.\n - Effektive-Ausgaben-Komponenten: Mobile Expense Cards und Coming-soon-Hinweis.\n - Einkünfte-Komponenten: Mobile Income Plan Cards.\n - Crypto-Komponenten: Mobile Coin Cards, Desktop-Tabelle ab `md`.\n - Equity/Aktien-ETF-Cash-Komponenten: Mobile Position Cards.\n - Wallet-Komponenten: Mobile Wallet Cards.\n - `DetailDrawer`-ähnliche Komponente: Mobile Bottom-Sheet/fullscreen-artiges Verhalten.\n - Frontend-Testdateien: Vitest-Abdeckung für Mobile Navigation, Cards, Layout, Dezimalformatierung und technische-ID-Vermeidung.\n\n## Remaining Work\n- Optional bei späterem Bedarf: echten iPhone/iPad-Viewport-Test mit Playwright/Selenium oder Safari Remote Debugging nachrüsten.\n- Optional: Tailscale Serve/HTTPS konfigurieren, falls HTTPS-Link gewünscht ist; aktuell nur Tailscale-IP per HTTP gemeldet.\n- Reports bleiben minimal/roadmap-artig.\n- Settings/Admin bleiben nicht Teil des Mobile User Mode; später separat entscheiden.\n- Keine offenen Pflichtaufgaben aus dem Mobile UX Sprint v1.\n\n## Critical Context\n- User hatte Credentials/Secrets im weiteren Session-Kontext erwähnt/vorhanden; keine Werte übernehmen oder ausgeben. Falls relevant immer als `[REDACTED]` behandeln.\n- Branch: `feat/budget-phase-1-4`.\n- Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Lokaler Frontend-Link: `http://127.0.0.1:5173`.\n- Lokaler Backend-Link: `http://127.0.0.1:8000`.\n- Tailscale Dashboard-Link: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS-Status: `No serve config`.\n- Backend PID nach Restart: `504937`.\n- Frontend PID nach Restart: `504946`.\n- Testausgaben:\n - Backend pytest: `393 passed`.\n - Frontend Vitest: `31 passed`.\n - Route-Sanity: `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200`.\n- Nicht gestartete/nicht implementierte Module: VISA Import, Migros Import, OCR/Vision, Rule Engine, Duplicate Engine, Analysten, Backtest, neue Provider.\n- Bekannte Grenze: kein echter emulierter iPhone-Viewport-Test, weil Playwright/Selenium nicht installiert und Browser-Stack ohne Viewport-Resize-Hebel.", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "user", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 77 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 223 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---\n\n", "tool_calls": [{"id": "call_n3WV9v5zzYpcC3LRO39UlfPH", "call_id": "call_n3WV9v5zzYpcC3LRO39UlfPH", "response_item_id": "fc_011cf4c4a2671bda016a0dfc45900881918f69c50de1ef2277", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\": true, \"todos\": [{\"content\": \"Arbeitsbasis, Branch, Schema, API/UI-Struktur und Runtime-Sicherheitslage prüfen\", \"id\": \"cash-tw-0\", \"status\": \"completed\"}, {\"content\": \"RED-Tests für Cash-Konten, balance_mode, Manual Snapshots, CSV Anchor, TrueWealth, Portfolio/Command Center/UI schreiben und failen sehen\", \"id\": \"cash-tw-1\", \"status\": \"completed\"}, {\"content\": \"Backend-Datenmodell/Migration/API/Services mit Preview→Confirm→Audit implementieren\", \"id\": \"cash-tw-2\", \"status\": \"completed\"}, {\"content\": \"Frontend Cash- und TrueWealth-Seiten/Workflows/Historie/Portfolio/Command Center aktualisieren\", \"id\": \"cash-tw-3\", \"status\": \"completed\"}, {\"content\": \"Runtime-Backup erstellen und Cash-Konten per auditierter Migration/Seed prüfen/anlegen, keine echten Werte ins Git\", \"id\": \"cash-tw-4\", \"status\": \"completed\"}, {\"content\": \"Full Verification: compile, pytest, npm test/build, secret scans, git safety, diff-check, browser sanity\", \"id\": \"cash-tw-5\", \"status\": \"completed\"}, {\"content\": \"Commit, Push, Remote-Hash und Abschlussbericht\", \"id\": \"cash-tw-6\", \"status\": \"completed\"}]}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDfxKUdbehhNrk0sdAny0lrzQRrRQb2xdzoRBtcOeq_KyrBrrMn3iqvFFsX8lDIL90zgLiBPavnUfC0da5KBlG6oswCo7PtnHLKO3y0IEdlCvyaxmEvWKQ3j24Y52uunQziXkAq0_B-bGmmq4sBpnAgaqXCCDkzvrF6OTVu8gOjUe7HImxLhk14yMlv6N5yAxtfaBZPMWWOrFafL-8-I3rzHikcDstuSJwQXEgR8oLCJ8UjX2oSe3hLtZEYhHekjDEaHzXq1n4Nfzrh4D2oOYulr_g4C8rExvZbD0aq_UzN4K-PsJmtsocpfGIBaqUFvlweNcnBldXc7wUrx9ly5if24lM-UJTA9KnWEwWbp3j1dz93r7eca5xGbuttmSzm8nmQRAVX3RHT1gNHq6r8BQr3NzSL83Dj40Q54asA3mTrPYe5AD-0hvqhL5nWJWiEtvEGzL61k4Hysq8r-hpM5iIGi79iRPYOkgbkBOfcL6jV9_Oh8KNWHG99Zz9VoabduR5N0JU7emizcbhmCwYzNVkoI2nqJt9r71WsFFGdjG6RjI0OHn26MlCwiV2aZJX3b9wNe5dqZLcDOnADkakF2xy6W51_yuPIULTkp4c9qUiyXUbVbFg71gpAkwx-BwooXoQXh13NopntSgEoP9JnwRqD-WY2dQyAlZrHAiHw3U4IB0Mt2ObGu1BQ26fSVZuVbxQshy7DJNdG_AEgr7XKSNbc3zmUW7Zz3J3qIDOoTouVX_pLMMV6itotg9UBYkJhuId1NSdWkrHNId16LEMFKMGZqB1Gh_smnP8A9WFvDIypxCkU-IUR1m8zPq5vdEtOcbpYWA5zq6eMGXmd3NaUGH-w-X_U1ucuIFEE9pDRIH34CzEBvvE9hZjPbnxjO9yZ_Wtgc8Dzrs2xGLhWEOPHNxe0N6JAnQua4a12RgIGdJYycB3PSKFpEAHs3QyrFLkPg_2AKE", "id": "rs_011cf4c4a2671bda016a0dfc44cf6881919b4fdfd071852ce8", "summary": []}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_n3WV9v5zzYpcC3LRO39UlfPH", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "Sir, der **Cash Accounts & TrueWealth Value Management Sprint** ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Cash-Konten angelegt/geprüft:** ja \n Runtime-Backup wurde vorher erstellt. Danach wurden die sechs kanonischen Cash-Konten geprüft und — falls fehlend — auditierbar angelegt.\n- **balance_mode umgesetzt:** ja\n- **Kontostand Manuell umgesetzt:** ja\n- **CSV-berechneter Kontostand umgesetzt/vorbereitet:** ja\n- **Raiffeisen csv_calculated:** ja\n- **AKB Haushaltskonto csv_calculated:** ja\n- **übrige Konten manual:** ja\n- **PostFinance Cash getrennt vom Portfolio:** ja \n `PostFinance Cash-Konto` läuft separat unter `PostFinance Cash`, nicht als Depot/Portfolio.\n- **TrueWealth-Wert manuell pflegbar:** ja\n- **TrueWealth-Verlauf sichtbar:** ja, als Snapshot-/Audit-Historienbereich vorbereitet und UI-seitig sichtbar.\n- **Cash-Verlauf sichtbar:** ja\n- **Portfolio-Buckets aktualisiert:** ja\n- **Command Center aktualisiert:** ja \n Cash-/TrueWealth-/PostFinance-/Crypto-Werte und Cash-Abgleich-Status sind berücksichtigt.\n\n## Umgesetzt\n\n### Cash\n\nRoute: `/portfolio/cash`\n\nCash-Seite zeigt jetzt:\n\n- Cash gesamt CHF\n- manuell gepflegte Konten\n- CSV-berechnete Konten\n- Differenzen / Abgleich offen\n- letzter Abgleich\n- Tabelle mit:\n - Konto\n - Bank/Anbieter\n - Kontotyp\n - Währung\n - Modus\n - berechneter Kontostand\n - Kontostand Manuell\n - verwendeter Wert für Portfolio\n - Differenz\n - letzter manueller Abgleich\n - letzte importierte Buchung\n - Status\n - Aktionen\n\nWorkflow:\n\n- `Kontostand aktualisieren`\n- Betrag CHF\n- Datum\n- Notiz\n- Preview\n- Confirm\n- Audit\n\nCSV-Anchor vorbereitet:\n\n- `csv_anchor_balance`\n- berechneter Wert = Anchor + CSV/Transaktionsbewegungen\n- manueller Wert bleibt Kontroll-/Abgleichwert\n- keine neue Bankimport-Engine gebaut. Sehr untypisch vernünftig.\n\n### Cash balance_mode\n\n- `manual`\n - PostFinance Cash-Konto\n - AKB Zinsbereitstellungskonto\n - AKB gemeinsames Konto\n - AKB Aargauer-Sparkonto\n\n- `csv_calculated`\n - Raiffeisen\n - AKB Haushaltskonto\n\nPortfolio-Wert:\n\n- `manual`: letzter bestätigter manueller Kontostand\n- `csv_calculated`: berechneter Kontostand\n- Differenz zum manuellen Kontrollwert wird angezeigt\n\n### TrueWealth\n\nRoute: `/portfolio/truewealth`\n\nUmgesetzt:\n\n- aktueller TrueWealth-Gesamtwert CHF\n- Button `TrueWealth-Wert aktualisieren`\n- Preview → Confirm → Audit\n- keine Einzelpositionen\n- keine Aktien-/ETF-Zuordnung\n- eigener Portfolio-Bucket\n\n### Backend / Datenmodell\n\nErgänzt:\n\n- `accounts.balance_mode`\n- `accounts.portfolio_bucket`\n- neue Tabelle `cash_account_snapshots`\n\nSnapshot-Typen:\n\n- `manual_balance`\n- `csv_anchor_balance`\n- `calculated_balance`\n- `reconciliation`\n\nBeträge bleiben als Decimal-Text gespeichert, nicht Float.\n\nWichtig: Die Erweiterung läuft als idempotente Compat-Migration, ohne bestehende Schema-Version-Tests zu brechen.\n\n## Runtime\n\n- Runtime-Backup erstellt vor Änderungen.\n- Sechs Cash-Konten in Runtime geprüft/angelegt.\n- Ergebnis Runtime:\n - Cash-Konten: `6`\n - manual: `4`\n - csv_calculated: `2`\n - Duplikate: `0`\n - offener Abgleich initial: `0`\n\nKeine Runtime-DB, keine echten Kontostände, keine Secrets ins Git.\n\n## Browser Sanity\n\nGeprüft:\n\n- `/portfolio`: `200 OK`\n- `/portfolio/cash`: `200 OK`\n- `/portfolio/truewealth`: `200 OK`\n- `/`: `200 OK`\n- Cash-Kontostand aktualisieren: UI öffnet\n- Cash Preview: `200 OK`\n- TrueWealth-Wert aktualisieren: UI öffnet\n- TrueWealth Preview: `200 OK`\n- Verlauf öffnen: UI/API vorbereitet\n- JS-Fehler: keine\n\nHinweis: Für Browser Sanity wurden nur Preview-/UI-Flows ausgeführt, keine echten Confirm-Mutationen mit Fantasiewerten. Sehr langweilig, also korrekt.\n\n## Verifikation\n\n- Python compile: OK\n- Backend pytest: `546 passed`\n- Frontend Vitest: `115 passed`\n- Frontend build: OK\n- Source Secret Scan: OK \n absichtliche Fixture-Datei `test_git_safety.py` ausgeschlossen\n- Frontend Build Secret Scan: OK\n- Git-Safety: OK\n- `git diff --check`: OK\n- Browser Sanity: OK\n- Working tree: sauber\n\n## Dashboard Status\n\nNeu gestartet und erreichbar:\n\n- Backend: `http://127.0.0.1:8000`\n- Frontend lokal: `http://127.0.0.1:5173`\n- Frontend Tailscale: `http://100.85.29.67:5173`\n\nPIDs:\n\n- Backend: `744032`\n- Frontend: `744051`\n\n## Commit / Push\n\n- Commit: `233cac00d77abc6786d84ca8127e4196cea4d836`\n- Message: `feat: manage cash and truewealth values`\n- Push: erfolgreich nach `origin/main`\n- Remote-Hash: matcht lokal\n\n## Offene Grenzen\n\n- CSV-Import-Engine wurde bewusst nicht neu gebaut.\n- CSV-Anker-/Startsaldo-Hook ist vorbereitet; konkrete AKB-/Raiffeisen-Parser-Erweiterung bleibt separater Sprint.\n- TrueWealth wird als Gesamtwert geführt, nicht als Einzelinstrument-Liste.\n- Cash-/TrueWealth-Historie ist bewusst user-safe; keine Roh-IDs prominent im User Mode.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDfxpmhYV9fDSN13t9yRSUMeCCJxIrFXz5QNb4hpa8ypnCZod3wVysKu4ekx_jzQ6iBRIrGCBWYNuqMWDqBqtA74SD6A5NkIu3TswImsLEjPp4u-413lGp5xVvZa6eW9qIzzs2lfAre7EM2uaPqXHtDNgOsHhNmfFZAXFv6q80VBHBaYgfsDsUrSTS2e_9LUo-zNFJFof155Cw82Y8498B2ftnVbYvlyWP9_g_Wka4P86NTsuhch3fCJaXCnVjwsi2MsKCCjg_QvHfV8AVr-Nt1RbJhO2fmrgUKkR7_ycbdudeVKmdaUwpKvtvvrjt0KjbJHJLXfSZvksle9aa9XQWJ074nflRHE5gMwTwhgBnwFrhRWdsU3ZVleIMAd-tysjY79gqNGGpXY74YTo8qc1G9nd3D-HNwEwEIh_1zzr3HfEhva5GNRjcmMO182fNNJGm_z4maL5A9u-H2skJZ0X3SkP79Pygo9fwzk14GEhUACJFSwJWslmIW9W2ApimZbFLIoOEWF5SGYogYJlyEwxtb-0HzHkJjw1WhzQexAHYlwr2nfnby2tpO-mOFdo1L3wiALGAOhCth4xPG1bMpwQex_ARO7u22BpVOE4DwU0-e0jMHq5o_duZrOZ9fd9XesdYSKdd5lJw2u9P7paUEIK1YCcX3fK54rEUvZZHn1aUdYpZbBt8DZFSCmlBKxuaMSiLjqDHegIy_iGEII1L8clDq7K6Jt4h2yb8F5qTECaox3vMgaWgBPBKlcBiDNyP5Bdu3KevH0tWWinYdDSRpEL73ev6uBOPZK8deMdd4P_LmtSCI0wnUo6QYoNnc0jkSnIL_7PIuvsg_SrHxj29XcdxcAfTnEOYCMnr7YKFFl44pPorTX7cq3lQxj3GE8KcxrCjnpa17GSZAxE1AaAdsf7x0z3aL5Mdoz4beUnhZ1NzV7K3ic4RqndW-JuTwFF5qiEmeoBRqjoC2zewRJYOWURjO1DIl1D93XErKsl2ghebaom2yGnYrwmGlrXriyFdqxut85kju0b2046_JOgfkjZgfjzMAM8X0IPeSib4AvW5MsVw-WvCP_HgWEJbOmFZiWrrw5UHkf1D9Mmq2RtMej_VxGpEq5s-IEwA1i-oPOp-UW99dT5J4Gu15Hhld1wtcdxVEWxiWrt9GRtyBf933TY__E0dCQ1N9sYDw_EgBRwMuhz6_KWa-SEKQntgGaHA1LBzHEFxyYQKQ_4ySZqceqZilebbEbYYrInKpq2q2LVcZG4MK0ossuEOcDXL23TBpCefFNhV7zfEKreBeI_I-4TzKZjIK5GKNywem_DfHFiX8xJZuZQNjf2OE7IYz4gdbk8H1GznzFi6O1c36t8iT3G6-II3c8dKT3mtFSDabBWrYER-A7CkguzzA8rHwb7R2CLEufCPu1GhKiDohdnhaeLg2cSnswYUev479VdRFTI8mHmtQdVtNaui3j9uR9nxKevhqknRMB7ALuvz-x0a_FTHmiGHCJxth5cOm0WEy12HbmUKpWuvGEN79QDd6KZrA99rDPy", "id": "rs_011cf4c4a2671bda016a0dfc4fe3d88191b650fe650ccbf66d", "summary": []}], "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Sir, der **Cash Accounts & TrueWealth Value Management Sprint** ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Cash-Konten angelegt/geprüft:** ja \n Runtime-Backup wurde vorher erstellt. Danach wurden die sechs kanonischen Cash-Konten geprüft und — falls fehlend — auditierbar angelegt.\n- **balance_mode umgesetzt:** ja\n- **Kontostand Manuell umgesetzt:** ja\n- **CSV-berechneter Kontostand umgesetzt/vorbereitet:** ja\n- **Raiffeisen csv_calculated:** ja\n- **AKB Haushaltskonto csv_calculated:** ja\n- **übrige Konten manual:** ja\n- **PostFinance Cash getrennt vom Portfolio:** ja \n `PostFinance Cash-Konto` läuft separat unter `PostFinance Cash`, nicht als Depot/Portfolio.\n- **TrueWealth-Wert manuell pflegbar:** ja\n- **TrueWealth-Verlauf sichtbar:** ja, als Snapshot-/Audit-Historienbereich vorbereitet und UI-seitig sichtbar.\n- **Cash-Verlauf sichtbar:** ja\n- **Portfolio-Buckets aktualisiert:** ja\n- **Command Center aktualisiert:** ja \n Cash-/TrueWealth-/PostFinance-/Crypto-Werte und Cash-Abgleich-Status sind berücksichtigt.\n\n## Umgesetzt\n\n### Cash\n\nRoute: `/portfolio/cash`\n\nCash-Seite zeigt jetzt:\n\n- Cash gesamt CHF\n- manuell gepflegte Konten\n- CSV-berechnete Konten\n- Differenzen / Abgleich offen\n- letzter Abgleich\n- Tabelle mit:\n - Konto\n - Bank/Anbieter\n - Kontotyp\n - Währung\n - Modus\n - berechneter Kontostand\n - Kontostand Manuell\n - verwendeter Wert für Portfolio\n - Differenz\n - letzter manueller Abgleich\n - letzte importierte Buchung\n - Status\n - Aktionen\n\nWorkflow:\n\n- `Kontostand aktualisieren`\n- Betrag CHF\n- Datum\n- Notiz\n- Preview\n- Confirm\n- Audit\n\nCSV-Anchor vorbereitet:\n\n- `csv_anchor_balance`\n- berechneter Wert = Anchor + CSV/Transaktionsbewegungen\n- manueller Wert bleibt Kontroll-/Abgleichwert\n- keine neue Bankimport-Engine gebaut. Sehr untypisch vernünftig.\n\n### Cash balance_mode\n\n- `manual`\n - PostFinance Cash-Konto\n - AKB Zinsbereitstellungskonto\n - AKB gemeinsames Konto\n - AKB Aargauer-Sparkonto\n\n- `csv_calculated`\n - Raiffeisen\n - AKB Haushaltskonto\n\nPortfolio-Wert:\n\n- `manual`: letzter bestätigter manueller Kontostand\n- `csv_calculated`: berechneter Kontostand\n- Differenz zum manuellen Kontrollwert wird angezeigt\n\n### TrueWealth\n\nRoute: `/portfolio/truewealth`\n\nUmgesetzt:\n\n- aktueller TrueWealth-Gesamtwert CHF\n- Button `TrueWealth-Wert aktualisieren`\n- Preview → Confirm → Audit\n- keine Einzelpositionen\n- keine Aktien-/ETF-Zuordnung\n- eigener Portfolio-Bucket\n\n### Backend / Datenmodell\n\nErgänzt:\n\n- `accounts.balance_mode`\n- `accounts.portfolio_bucket`\n- neue Tabelle `cash_account_snapshots`\n\nSnapshot-Typen:\n\n- `manual_balance`\n- `csv_anchor_balance`\n- `calculated_balance`\n- `reconciliation`\n\nBeträge bleiben als Decimal-Text gespeichert, nicht Float.\n\nWichtig: Die Erweiterung läuft als idempotente Compat-Migration, ohne bestehende Schema-Version-Tests zu brechen.\n\n## Runtime\n\n- Runtime-Backup erstellt vor Änderungen.\n- Sechs Cash-Konten in Runtime geprüft/angelegt.\n- Ergebnis Runtime:\n - Cash-Konten: `6`\n - manual: `4`\n - csv_calculated: `2`\n - Duplikate: `0`\n - offener Abgleich initial: `0`\n\nKeine Runtime-DB, keine echten Kontostände, keine Secrets ins Git.\n\n## Browser Sanity\n\nGeprüft:\n\n- `/portfolio`: `200 OK`\n- `/portfolio/cash`: `200 OK`\n- `/portfolio/truewealth`: `200 OK`\n- `/`: `200 OK`\n- Cash-Kontostand aktualisieren: UI öffnet\n- Cash Preview: `200 OK`\n- TrueWealth-Wert aktualisieren: UI öffnet\n- TrueWealth Preview: `200 OK`\n- Verlauf öffnen: UI/API vorbereitet\n- JS-Fehler: keine\n\nHinweis: Für Browser Sanity wurden nur Preview-/UI-Flows ausgeführt, keine echten Confirm-Mutationen mit Fantasiewerten. Sehr langweilig, also korrekt.\n\n## Verifikation\n\n- Python compile: OK\n- Backend pytest: `546 passed`\n- Frontend Vitest: `115 passed`\n- Frontend build: OK\n- Source Secret Scan: OK \n absichtliche Fixture-Datei `test_git_safety.py` ausgeschlossen\n- Frontend Build Secret Scan: OK\n- Git-Safety: OK\n- `git diff --check`: OK\n- Browser Sanity: OK\n- Working tree: sauber\n\n## Dashboard Status\n\nNeu gestartet und erreichbar:\n\n- Backend: `http://127.0.0.1:8000`\n- Frontend lokal: `http://127.0.0.1:5173`\n- Frontend Tailscale: `http://100.85.29.67:5173`\n\nPIDs:\n\n- Backend: `744032`\n- Frontend: `744051`\n\n## Commit / Push\n\n- Commit: `233cac00d77abc6786d84ca8127e4196cea4d836`\n- Message: `feat: manage cash and truewealth values`\n- Push: erfolgreich nach `origin/main`\n- Remote-Hash: matcht lokal\n\n## Offene Grenzen\n\n- CSV-Import-Engine wurde bewusst nicht neu gebaut.\n- CSV-Anker-/Startsaldo-Hook ist vorbereitet; konkrete AKB-/Raiffeisen-Parser-Erweiterung bleibt separater Sprint.\n- TrueWealth wird als Gesamtwert geführt, nicht als Einzelinstrument-Liste.\n- Cash-/TrueWealth-Historie ist bewusst user-safe; keine Roh-IDs prominent im User Mode."}], "id": "msg_011cf4c4a2671bda016a0dfc51efd88191bf18f2296bd6a845", "phase": "final_answer"}], "finish_reason": "stop", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "user", "content": "[M G] Aktueller Fehler im Budget-Import-Review:\n\nMir werden Buchungen als mögliche Duplikate zur Einbuchung vorgeschlagen, z.B.:\n\n* Datum: 2026-03-20\n* Quelle: migros_receipts / 2026 Migros Einkäufe.csv\n* Händler: M Windisch / Migros Bon M Windisch\n* Betrag: 0.40 CHF\n* Kategorie: Essen & Haushalt\n* Status/Grund: Mögliches Duplikat / duplicate_detection_v1\n* Hinweis: Gegenbuchung gefunden: nein/noch nicht verknüpft\n\nDas ist falsch. Es gibt keinen Grund, eine Belastung doppelt zu verbuchen. Ein Duplikat oder mögliches Duplikat darf nicht im normalen Confirm-Flow angeboten werden.\n\nBitte starte einen gezielten:\n\n# Budget Duplicate Handling Hotfix Sprint\n\nZiel:\nDuplikate sollen zuverlässig erkannt, vom normalen Buchungs-Review getrennt und gegen versehentliche Doppelbuchung geschützt werden.\n\nWichtig:\n\n* Keine neuen Importquellen.\n* Keine neue grosse Importengine.\n* Keine echten Daten ins Git.\n* Keine Runtime-DB ins Git.\n* Vor Runtime-Cleanup Backup erstellen.\n* Keine stillen Mutationen.\n* Jede Statusänderung auditieren.\n* Keine Buchung darf doppelt bestätigt werden.\n* Doppelte Kandidaten dürfen nicht in Batch Confirm landen.\n\n## 1. Duplikat-Kandidaten aus normalem Review entfernen\n\nAktuell erscheinen mögliche Duplikate offenbar in Buchungen prüfen.\n\nBitte ändern:\n\n### Normale Review-Liste\n\nDarf enthalten:\n\n* neue offene Kandidaten\n* auto-kategorisierte Kandidaten\n* reviewpflichtige Kandidaten\n* Galaxus/Digitec\n* Migros-Bons, sofern noch nicht confirmed oder duplicate\n\nDarf nicht enthalten:\n\n* duplicate_candidate\n* possible_duplicate\n* duplicate_blocked\n* superseded\n* covered_by_migros\n* bereits bestätigte Kandidaten\n* Artikelzeilen\n\n### Neue Logik\n\nWenn ein Kandidat als mögliches Duplikat erkannt wird:\n\n* nicht im normalen Confirm-Flow anzeigen\n* nicht bulk-confirmable\n* nicht als normale Ausgabe bestätigen\n* Status z.B. duplicate_candidate oder duplicate_blocked\n* eigene Ansicht/Tab: Duplikate prüfen\n\n## 2. Duplikat-Tab sinnvoll machen\n\nTab Duplikate prüfen soll zeigen:\n\n* Kandidat\n* mögliche bestehende Buchung oder bestehender Kandidat\n* Datum\n* Händler\n* Betrag\n* Quelle\n* Grund der Duplikat-Erkennung\n* Confidence\n* Aktionen:\n\n * als Duplikat ignorieren/superseded\n * kein Duplikat, zurück in Review\n * bewusst trotzdem buchen, nur mit expliziter Begründung\n\nWichtig:\nTrotzdem buchen darf nicht standardmässig sichtbar/prominent sein. Es braucht:\n\n* Warnung\n* Begründung\n* Confirm\n* Audit\n\n## 3. Migros-Duplikate speziell fixen\n\nMigros-Bons müssen eindeutig erkannt werden.\n\nFür Migros-CSV gilt:\n\n### Unique Key / Fingerprint\n\nNutze wenn möglich:\n\n* source_type = migros_receipt\n* source_file_hash\n* receipt_key\n* Datum\n* Zeit\n* Filiale\n* Kasse\n* Transaktionsnummer / Bonnummer\n* Betrag\n* Händler\n\nWenn receipt_key vorhanden ist, soll er führend sein.\n\n### Verhalten\n\n* gleicher Migros-Bon darf nur einmal als Hauptbuchungskandidat existieren\n* erneuter Import derselben CSV darf keine neuen offenen Kandidaten erzeugen\n* Artikelzeilen dürfen nicht als Hauptbuchungen auftauchen\n* Kreditkarten-Migros bleibt covered_by_migros\n* Migros-Bon aus CSV gewinnt gegenüber Kreditkarten-Migros\n\n## 4. Bestehende Runtime bereinigen\n\nBitte aktuelle Runtime prüfen und bereinigen.\n\nAblauf:\n\n1. Backup Runtime-DB erstellen.\n2. Dry Run:\n\n * Anzahl offene Kandidaten\n * Anzahl duplicate_candidate\n * Anzahl mögliche Migros-Duplikate\n * Anzahl identische receipt_key-Duplikate\n * Anzahl mögliche doppelte Beträge/Datum/Händler\n * keine Beträge im Bericht\n3. Duplikate markieren:\n\n * exakte Duplikate → duplicate_blocked oder superseded\n * mögliche Duplikate → duplicate_candidate\n4. Aus normalem Review entfernen.\n5. Audit-/Cleanup-Event schreiben.\n6. Keine produktiven Buchungen erzeugen.\n\n## 5. Confirm-Flow absichern\n\nBitte Confirm-Backend hart absichern:\n\nWenn candidate status ist:\n\n* duplicate_candidate\n* duplicate_blocked\n* superseded\n* covered_by_migros\n* ignored\n\ndann darf normaler Confirm nicht funktionieren.\n\nStattdessen Fehler:\n\n`Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt\nwerden.`\n\nNur expliziter Override-Endpoint darf buchen:\n\n* confirm_duplicate_override\n* mit Begründung\n* mit Audit\n* nicht über Batch Confirm\n\n## 6. Batch Confirm absichern\n\nBatch Confirm darf nur Kandidaten bestätigen, die:\n\n* offen oder auto_categorized sind\n* Kategorie gesetzt haben\n* nicht duplicate/superseded/covered/ignored sind\n* nicht Artikelzeile sind\n* nicht bereits confirmed sind\n\nWenn Auswahl Duplikate enthält:\n\n* diese überspringen\n* Fehler/Warnung pro Kandidat anzeigen\n* keine stille Buchung\n\n## 7. UI anpassen\n\nAuf Buchungen prüfen:\n\n* Duplikate standardmässig ausblenden\n* Filter Duplikate prüfen separat\n* Badge:\n\n * Mögliches Duplikat\n * Blockiertes Duplikat\n * Covered by Migros\n* normale Confirm-Buttons für Duplikate deaktivieren\n* bei Duplikaten nur:\n\n * Details\n * als Duplikat ignorieren\n * zurück in Review\n * Override mit Begründung\n\n## 8. Tests\n\nBitte Tests ergänzen:\n\n### Duplicate Detection\n\n* gleicher Migros receipt_key erzeugt kein zweites offenes Candidate\n* gleicher Source-Fingerprint wird idempotent behandelt\n* Kreditkarten-Migros wird covered_by_migros und nicht gebucht\n* Artikelzeilen werden nicht Hauptkandidaten\n\n### Confirm Guard\n\n* duplicate_candidate kann nicht normal confirmed werden\n* duplicate_blocked kann nicht normal confirmed werden\n* covered_by_migros kann nicht normal confirmed werden\n* ignored kann nicht normal confirmed werden\n* Override braucht Begründung\n\n### Batch Confirm\n\n* Batch Confirm überspringt Duplikate\n* Batch Confirm bucht nur erlaubte Kandidaten\n* Fehlerliste pro Kandidat sichtbar\n\n### UI\n\n* normale Review-Liste zeigt keine Duplikate\n* Duplikat-Tab zeigt Duplikate\n* Confirm-Button bei Duplikat deaktiviert\n* Duplicate Badge sichtbar\n\n### Safety\n\n* keine CSV/XLS ins Git\n* keine Runtime-DB ins Git\n* Git-Safety sauber\n\n## 9. Browser Sanity\n\nBitte prüfen:\n\n* /planning/budget/expenses/review\n* Tab Alle: keine Duplikate\n* Tab Duplikate: Duplikate sichtbar\n* Batch Confirm: Duplikate werden nicht gebucht\n* Details: Duplicate-Grund sichtbar\n* keine JS-Fehler\n\n## 10. Verifikation\n\nNach Umsetzung:\n\n* Python compile\n* pytest\n* npm test\n* npm run build\n* Source Secret Scan\n* Frontend Build Secret Scan\n* Git-Safety\n* git diff --check\n* Browser Sanity\n* Commit\n* Push\n\n## 11. Abschlussbericht\n\nBitte berichten:\n\n* Duplikate aus normalem Review entfernt: ja/nein\n* Migros receipt_key/Fingerprint geprüft: ja/nein\n* bestehende Runtime-Duplikate markiert: ja/nein\n* Confirm Guard für Duplikate: ja/nein\n* Batch Confirm gegen Duplikate abgesichert: ja/nein\n* Duplikat-Tab funktioniert: ja/nein\n* Tests\n* Build\n* Git-Safety\n* Backup erstellt: ja/nein\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nEin mögliches Duplikat darf niemals als normale Buchung zur Bestätigung vorgeschlagen werden. Erst prüfen, dann entweder blockieren, ignorieren oder nur mit explizitem Override buchen.", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. Overall, I'll make sure I’m organized and methodical in getting this set up correctly!", "finish_reason": "tool_calls", "reasoning_content": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. Overall, I'll make sure I’m organized and methodical in getting this set up correctly!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgHbe3DoRbOLb_ysks1amMbDbXLAKOcuHw40DDkbJAv4ONHWfC-roHRN-oqfyG48LTqbrtWkTcKEu65p1mNngIaK6mDy6rmqdJVsGrFu8ckSPHES8t3PhtSDBYz9mjgo8tsSq7p842ABYF-k5zNdXTvdIZxH7rlR0G3j23lDNK2BvJWZWWeVe_ufifHX4raT_goDOmJ2JGnjn3t93ZlMHpERwXZXJHfVYv3zuIFTKOSymmXDPBq3NhjuiNjoDy3k6xpFr-6u9AICwRY6dDfvNcnbxWaRZIgyKlUnKRKDQrrhKFWk0wo1gZUOwk-HCYkcofUuGmiLhihJE3n21agixeZ3Z9TQAVDfXGiSTe1ley-s9PJQR1bXuAkONixYQzYEo7YjlUkbHWzYJXT73SQ-NAik-d_-6QvYhvZBamQpp6217L4vHpHFboIf8O0-fxAMA8eqV_bH3yk8eviLzKN4BrppeMBf2OYzFU39wbZPG5xKK37RCclGRlPL6YMkjEee2goBZM7VPvaNt-JD-_5pstJgGEcsqpbYCk-PFCxWQ-jQ9BBkHB1HWtUJpgNKPICTbN-OQZENDT9AXjtkPy4b_MmxhpOzodrOEmppItMtDnrNoI1gYEmi18n24WdZJJO5Qkc2Q9d8_JjYmCvf81C-i_SKFmYupZSFZKNYwJNoa0wNYavgz1C8PVylyv9QoyTLdp5mPycT_klez-vSxl8MOmEuUTSi1j8UXm7kRF1MwX8ORvW_IIwg0t04_poCriYePAp1TYVqRy212Di5UQctxd2z7VjHF0tSa7FqB0D3fxqI_HekqHSI9G0cRHS9mZ7VKeZ-xgkzCKLwWlLGq1E51XjKeypiC6YZJ_pNkQGe9ZiR9d2dqI41wU7UOfG5PuzCdjKqfxc_9Zy2KinKglwY2vZFCNW9cRYV5xlxD47kRY9EZ3TurEgKjKu0UqUtrk8qUNELRP8PLOCP7vfcntZb0y46XfaEJfXWwX6grVcH2V3O6S38__N6CaJcEygv8IlmoUtO-4edqoa7SS8bmKYs_u--sw==", "id": "rs_011cf4c4a2671bda016a0e01d7afcc8191bf2b375204d16e2c", "summary": [{"type": "summary_text", "text": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. Overall, I'll make sure I’m organized and methodical in getting this set up correctly!"}]}], "tool_calls": [{"id": "call_ynHJ5RyC2gyT6GUPoJ7YEX1f", "call_id": "call_ynHJ5RyC2gyT6GUPoJ7YEX1f", "response_item_id": "fc_011cf4c4a2671bda016a0e01db150481919ba9d6bea13b513c", "type": "function", "function": {"name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "skill_view", "content": "[skill_view] name=finance-system-architecture (1,800 chars)", "tool_call_id": "call_ynHJ5RyC2gyT6GUPoJ7YEX1f", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_cN9pAvNdACgiXU3eyxGWcwyQ", "call_id": "call_cN9pAvNdACgiXU3eyxGWcwyQ", "response_item_id": "fc_011cf4c4a2671bda016a0e01dec25c819196dca17a6d5c70a1", "type": "function", "function": {"name": "skill_view", "arguments": "{\"name\":\"test-driven-development\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "skill_view", "content": "[skill_view] name=test-driven-development (10,920 chars)", "tool_call_id": "call_cN9pAvNdACgiXU3eyxGWcwyQ", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "Verstanden, Sir. Ich starte den Duplicate Handling Hotfix als TDD-Sprint: erst Review-/Confirm-/Batch-Tests auf Rot, dann minimale Backend/UI-Korrektur, Runtime nur nach Backup und Dry Run.", "reasoning": null, "finish_reason": "tool_calls", "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Verstanden, Sir. Ich starte den Duplicate Handling Hotfix als TDD-Sprint: erst Review-/Confirm-/Batch-Tests auf Rot, dann minimale Backend/UI-Korrektur, Runtime nur nach Backup und Dry Run."}], "id": "msg_011cf4c4a2671bda016a0e01e1bc2c81918922232389be5d33", "phase": "commentary"}], "tool_calls": [{"id": "call_0260hKy92Gk24NcAvLAiDYH4", "call_id": "call_0260hKy92Gk24NcAvLAiDYH4", "response_item_id": "fc_011cf4c4a2671bda016a0e01e2a2e881919655b647ea96dbbc", "type": "function", "function": {"name": "todo", "arguments": "{\"todos\": [{\"id\": \"dup-0\", \"content\": \"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\", \"status\": \"in_progress\"}, {\"id\": \"dup-1\", \"content\": \"RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen\", \"status\": \"pending\"}, {\"id\": \"dup-2\", \"content\": \"Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren\", \"status\": \"pending\"}, {\"id\": \"dup-3\", \"content\": \"Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen\", \"status\": \"pending\"}, {\"id\": \"dup-4\", \"content\": \"Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen\", \"status\": \"pending\"}, {\"id\": \"dup-5\", \"content\": \"Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity\", \"status\": \"pending\"}, {\"id\": \"dup-6\", \"content\": \"Commit, Push, Remote-Hash, Abschlussbericht\", \"status\": \"pending\"}]}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "todo", "content": "[todo] updated task list", "tool_call_id": "call_0260hKy92Gk24NcAvLAiDYH4", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_sgG9wp1YwEN3ZC0zs4WSrasp", "call_id": "call_sgG9wp1YwEN3ZC0zs4WSrasp", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee11fc81919e7e3fa9a3daae3e", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git status --short --branch && git rev-parse HEAD\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_iwCos2NMCs5ZYALGe3nKXR3D", "call_id": "call_iwCos2NMCs5ZYALGe3nKXR3D", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee17f48191a18c26ccfd34cfb7", "type": "function", "function": {"name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services\",\"pattern\":\"duplicate_candidate|duplicate_blocked|covered_by_migros|bulk|confirm|budget_transaction_candidates|receipt_key|migros_receipt\",\"target\":\"content\",\"output_mode\":\"content\",\"limit\":120}"}}, {"id": "call_3jG2R1fpa6radVw2gfcgtfx4", "call_id": "call_3jG2R1fpa6radVw2gfcgtfx4", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee180481918a7c49a07dd11660", "type": "function", "function": {"name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages\",\"pattern\":\"duplicate|Duplik|duplicate_candidate|bulk|confirm|BudgetImportReview\",\"target\":\"content\",\"output_mode\":\"content\",\"limit\":120}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "terminal", "content": "{\"output\": \"## main...origin/main\\n233cac00d77abc6786d84ca8127e4196cea4d836\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_sgG9wp1YwEN3ZC0zs4WSrasp", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_iwCos2NMCs5ZYALGe3nKXR3D", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_3jG2R1fpa6radVw2gfcgtfx4", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Searching for results**\n\nI’m trying to figure out how to search effectively, but I’m not getting any results. Maybe using a regex pattern could help? Or should I think about using a terminal instead? I wonder if searching for exact contents might yield better results. There’s something frustrating about not finding what I’m looking for, but it’s part of the process, right? I think I’ll keep tinkering with my search methods!", "finish_reason": "tool_calls", "reasoning_content": "**Searching for results**\n\nI’m trying to figure out how to search effectively, but I’m not getting any results. Maybe using a regex pattern could help? Or should I think about using a terminal instead? I wonder if searching for exact contents might yield better results. There’s something frustrating about not finding what I’m looking for, but it’s part of the process, right? I think I’ll keep tinkering with my search methods!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgH5dRlac1Vo4oyzEvrBxNexBEUbb8j6PNhL4THHydFK0eHUnwPhtQIWjaVbK4BIvgtNi41I817QmwJRzxC3-I5XCH-rU8qJwm88Uq9BQ2opC46L1Ix1VGH2CIqo3MPXuVgF__P0oV06WTt0KGb9BJ5gdAvHfsbo4WIz5s2QEQ-l7GU-2ooMkJYKDoqzy6_KoPmlwAmfPJITBMtLT7-mM5G-0ac550Z3hErDXX6HTAdnYW_6ftQwsQbXTm3VWaD3VWmi_in07gbjRb4zneAG4epOIQwj12jUNLDHpEBHYFOJQnYnFptigCTD60aKTUGPttyoXjUx9xX29hiNiun6eiL6wbf1IuZpgSr8u4DJuWLmLCi6FC6F6CchoNzQLckMUw_K_2ZrhO0XfvyzF6WudPuUAHe_eT1MFettCat0-zYovO6fHqYkiZvBu0AqXwqZlVwfOrAFDVeQM_ylvt25eFW4So2j-o-IctQIorQRNFDTUbUQsxcpnFzYzVRYuRIA9Z1hs4dJZWyTSs_S_XUH2socG9rzMMQATSx3VhqHRrDUxyySzH3rBXIe4Z14RMAwBFvCNojrVPKMB_KXsFOakYnCcugFgOHuIjC5wuewaFVHbtxK8wnwLtGbarp2Y5T4hGlRA586EKmS7onng8w1_r9hzjJH64kwrRuSL3gn0HIEkigGiJDMO09u4VK1I9FaETAnUxfjvV9wTX33B7FRADqGq819pDHpcRnhl4kQxGievQXwJMrk8V3Vhw9SHWIf5ARLDZhiVZssn16DdSoWZJDkXAKvgdX2mf3UWbkgsVZYwr0DLHN6LdvjnfyRGtRKhokH0wVnTUEKPA0v0AoHyiFd_uLKmH-XgzTFLu5NYujtAMB701JSrBs9JCMDwD35WgDDyR16YGtO4TbqGW1qhb0Gq9pD08IsMaeh2PkLjjhraxgRZy_mpQNKGs3JiM55hFLkxQ63B8T00qET0KKeSG0pBvos-YgItW0VjsVIj3SJo06VYik73r1REN4euyPowGonM_GMr4ONNnfiS8cCUGGKVg==", "id": "rs_011cf4c4a2671bda016a0e01f68a0c8191a012967c05b7e6f4", "summary": [{"type": "summary_text", "text": "**Searching for results**\n\nI’m trying to figure out how to search effectively, but I’m not getting any results. Maybe using a regex pattern could help? Or should I think about using a terminal instead? I wonder if searching for exact contents might yield better results. There’s something frustrating about not finding what I’m looking for, but it’s part of the process, right? I think I’ll keep tinkering with my search methods!"}]}], "tool_calls": [{"id": "call_s8lLpIzpeiGaLdqU99ojNOgu", "call_id": "call_s8lLpIzpeiGaLdqU99ojNOgu", "response_item_id": "fc_011cf4c4a2671bda016a0e01f91884819188a48645524f7011", "type": "function", "function": {"name": "search_files", "arguments": "{\"limit\":200,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services\",\"pattern\":\"budget_import\",\"target\":\"files\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_s8lLpIzpeiGaLdqU99ojNOgu", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": 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\\\"APPLE.COM\\\", \\\"GOOGLE\\\", \\\"AMAZON PRIME\\\", \\\"NETFLIX\\\", \\\"DISNEY\\\", \\\"DISNEYPLUS\\\"]\\n 21|MIGROS_PATTERNS = [\\\"MIGROS\\\", \\\"MIGROL\\\", \\\"CUMULUS\\\", \\\"MMM \\\"]\\n 22|GALAXUS_PATTERNS = [\\\"GALAXUS\\\"]\\n 23|INCOME_PATTERNS = [\\n 24| \\\"LOHN\\\", \\\"SALARY\\\", \\\"ARBEITGEBER\\\", \\\"PAYROLL\\\", \\\"GEHALT\\\",\\n 25| \\\"ERNE\\\", \\\"MUSIKSCHULE\\\", \\\"GASSER\\\", \\\"GASSER BAUUNTERNEHMEN\\\",\\n 26| \\\"BONUS\\\", \\\"GRATIFIKATION\\\", \\\"SALAER\\\", \\\"RUECKVERGUETUNG\\\", \\\"RÜCKVERGÜTUNG\\\",\\n 27| \\\"RUECKERSTATTUNG\\\", \\\"RÜCKERSTATTUNG\\\", \\\"ERSTATTUNG\\\", \\\"SOLARSTROM\\\", \\\"VERGUETUNG\\\", \\\"VERGÜTUNG\\\",\\n 28|]\\n 29|STRONG_INCOME_PATTERNS = [\\n 30| \\\"LOHN\\\", \\\"SALARY\\\", \\\"GEHALT\\\", \\\"PAYROLL\\\", \\\"ERNE\\\", \\\"MUSIKSCHULE\\\", \\\"GASSER\\\", \\\"GASSER BAUUNTERNEHMEN\\\",\\n 31| \\\"BONUS\\\", \\\"GRATIFIKATION\\\", \\\"SOLARSTROM\\\", \\\"RUECKVERGUETUNG\\\", \\\"RÜCKVERGÜTUNG\\\",\\n 32|]\\n 33|POSSIBLE_INCOME_PATTERNS = [\\\"RUECKERSTATTUNG\\\", \\\"RÜCKERSTATTUNG\\\", \\\"ERSTATTUNG\\\", \\\"VERGUETUNG\\\", \\\"VERGÜTUNG\\\", \\\"GUTSCHRIFT\\\"]\\n 34|TRANSFER_PATTERNS = [\\\"RAIFFEISEN\\\", \\\"AKB\\\", \\\"AARGAUISCHE KANTONALBANK\\\", \\\"ÜBERTRAG\\\", \\\"UEBERTRAG\\\", \\\"TRANSFER\\\", \\\"EIGENES KONTO\\\", \\\"KONTOAUSGLEICH\\\", \\\"UMBUCHUNG\\\"]\\n 35|NEGATIVE_INCOME_PATTERNS = [\\n 36| \\\"KREDITKARTE\\\", \\\"VISA\\\", \\\"CREDIT CARD\\\", \\\"KARTENABRECHNUNG\\\", \\\"TRUE WEALTH\\\", \\\"TRUEWEALTH\\\",\\n 37| \\\"DEPOT\\\", \\\"INVESTMENT\\\", \\\"WERTSCHRIFT\\\", \\\"SPAREN\\\", \\\"KONTOAUSGLEICH\\\", \\\"UMBUCHUNG\\\",\\n 38|]\\n 39|\\n 40|\\n 41|def _decimal_text(value: object) -> str | None:\\n 42| if value in (None, \\\"\\\"):\\n 43| return None\\n 44| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\")\\n 45| text = text.replace(\\\"+\\\", \\\"\\\")\\n 46| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 47| text = text.replace(\\\",\\\", \\\".\\\")\\n 48| text = text.replace(\\\" \\\", \\\"\\\")\\n 49| try:\\n 50| return format(abs(Decimal(text)), \\\"f\\\")\\n 51| except (InvalidOperation, ValueError):\\n 52| return None\\n 53|\\n 54|\\n 55|def _signed_decimal(value: object) -> Decimal | None:\\n 56| if value in (None, \\\"\\\"):\\n 57| return None\\n 58| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\").replace(\\\"+\\\", \\\"\\\")\\n 59| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 60| text = text.replace(\\\",\\\", \\\".\\\")\\n 61| text = text.replace(\\\" \\\", \\\"\\\")\\n 62| try:\\n 63| return Decimal(text)\\n 64| except (InvalidOperation, ValueError):\\n 65| return None\\n 66|\\n 67|\\n 68|def _normalise(value: object) -> str:\\n 69| return str(value or \\\"\\\").strip().lower().replace(\\\"ä\\\", \\\"ae\\\").replace(\\\"ö\\\", \\\"oe\\\").replace(\\\"ü\\\", \\\"ue\\\").replace(\\\"\\\\ufeff\\\", \\\"\\\")\\n 70|\\n 71|\\n 72|def _upper_ascii(value: object) -> str:\\n 73| return _normalise(value).upper()\\n 74|\\n 75|\\n 76|def _date_text(value: object) -> str | None:\\n 77| text = str(value or \\\"\\\").strip()\\n 78| if not text:\\n 79| return None\\n 80| if re.match(r\\\"^\\\\d{4}-\\\\d{2}-\\\\d{2}\\\", text):\\n 81| return text[:10]\\n 82| m = re.match(r\\\"^(\\\\d{1,2})\\\\.(\\\\d{1,2})\\\\.(\\\\d{4})\\\", text)\\n 83| if m:\\n 84| d, mo, y = m.groups()\\n 85| return f\\\"{y}-{int(mo):02d}-{int(d):02d}\\\"\\n 86| return text[:10] if len(text) >= 10 else None\\n 87|\\n 88|\\n 89|def _category_name(conn: Connection, category_id: str | None) -> str | None:\\n 90| if not category_id:\\n 91| return None\\n 92| row = conn.execute(\\\"SELECT name FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 93| return str(row[\\\"name\\\"]) if row else None\\n 94|\\n 95|\\n 96|def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:\\n 97| cats = conn.execute(\\\"SELECT category_id, name FROM budget_categories WHERE is_active=1\\\").fetchall()\\n 98| for needle in needles:\\n 99| n = _normalise(needle)\\n 100| for cat in cats:\\n 101| if n and (n in _normalise(cat[\\\"name\\\"]) or _normalise(cat[\\\"name\\\"]) in n):\\n 102| return str(cat[\\\"category_id\\\"]), str(cat[\\\"name\\\"])\\n 103| return None, None\\n 104|\\n 105|\\n 106|def suggest_category(conn: Connection, description: str, source_label: str = \\\"\\\") -> tuple[str | None, str | None, str, bool]:\\n 107| text = _normalise(f\\\"{source_label} {description}\\\")\\n 108| if \\\"migros\\\" in text or \\\"cumulus\\\" in text:\\n 109| cid, cname = _category_by_name(conn, [\\\"Essen & Haushalt\\\", \\\"Grosseinkauf\\\", \\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"])\\n 110| return cid, cname or \\\"Essen & Haushalt / Grosseinkauf\\\", \\\"0.80\\\", cid is None\\n 111| keyword_map = [\\n 112| ([\\\"krankenkasse\\\", \\\"versicherung\\\", \\\"axa\\\", \\\"zurich\\\", \\\"css\\\", \\\"helsana\\\"], [\\\"Versicherungen\\\", \\\"Krankenkasse\\\"]),\\n 113| ([\\\"coop\\\", \\\"denner\\\", \\\"aldi\\\", \\\"lidl\\\"], [\\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"]),\\n 114| ([\\\"sbb\\\", \\\"zug\\\", \\\"bahn\\\", \\\"parking\\\", \\\"tankstelle\\\", \\\"mazda\\\"], [\\\"Mobilität\\\", \\\"Auto\\\"]),\\n 115| ([\\\"lohn\\\", \\\"salary\\\", \\\"einkommen\\\", \\\"gutschrift\\\"], [\\\"Einnahmen\\\", \\\"Lohn\\\"]),\\n 116| ]\\n 117| for words, cats in keyword_map:\\n 118| if any(w in text for w in words):\\n 119| cid, cname = _category_by_name(conn, cats)\\n 120| return cid, cname or cats[0], \\\"0.65\\\", cid is None\\n 121| return None, None, \\\"0.20\\\", True\\n 122|\\n 123|\\n 124|def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:\\n 125| if not tx_date or not amount:\\n 126| return None\\n 127| row = conn.execute(\\n 128| \\\"\\\"\\\"\\n 129| SELECT budget_transaction_id FROM budget_transactions\\n 130| WHERE transaction_date=? AND status IN ('confirmed','reversed')\\n 131| AND COALESCE(amount_chf, amount_original)=?\\n 132| AND lower(description)=lower(?)\\n 133| ORDER BY created_at LIMIT 1\\n 134| \\\"\\\"\\\",\\n 135| (tx_date, amount, description),\\n 136| ).fetchone()\\n 137| return str(row[\\\"budget_transaction_id\\\"]) if row else None\\n 138|\\n 139|\\n 140|def _candidate_key(source_label: str, row_ref: str, tx_date: str | None, amount: str | None, description: str) -> str:\\n 141| raw = \\\"|\\\".join([source_label, row_ref, tx_date or \\\"\\\", amount or \\\"\\\", description])\\n 142| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:24]\\n 143|\\n 144|\\n 145|USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\n 146|USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\n 147|USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n 148|USER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n 149|\\n 150|STATUS_LABELS = {\\n 151| \\\"pending\\\": \\\"Offen\\\",\\n 152| \\\"auto_categorized\\\": \\\"Sicher vorgeschlagen\\\",\\n 153| \\\"needs_review\\\": \\\"Review nötig\\\",\\n 154| \\\"confirmed\\\": \\\"Bestätigt\\\",\\n 155| \\\"ignored\\\": \\\"Ignoriert\\\",\\n 156| \\\"covered_by_source\\\": \\\"Durch Quelle abgedeckt\\\",\\n 157| \\\"covered_by_migros\\\": \\\"Durch Migros abgedeckt\\\",\\n 158| \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n 159| \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n 160| \\\"transfer_candidate\\\": \\\"Möglicher Transfer\\\",\\n 161| \\\"already_processed\\\": \\\"Bereits verarbeitet\\\",\\n 162| \\\"superseded\\\": \\\"Ersetzt\\\",\\n 163|}\\n 164|\\n 165|\\n 166|def _candidate_view(row) -> dict[str, Any]:\\n 167| data = row_to_dict(row) | {\\\"requires_review\\\": bool(row[\\\"requires_review\\\"])}\\n 168| data[\\\"status_label\\\"] = data.get(\\\"status_label\\\") or STATUS_LABELS.get(str(data.get(\\\"status\\\") or \\\"\\\"), str(data.get(\\\"status\\\") or \\\"\\\"))\\n 169| return data\\n 170|\\n 171|\\n 172|def _normalized_merchant_name(value: object) -> str:\\n 173| return re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", _normalise(value)).strip()\\n 174|\\n 175|\\n 176|def _merchant_text(row_or_description: Any, source_type: str | None = None) -> str:\\n 177| if isinstance(row_or_description, dict):\\n 178| return _normalise(\\\" \\\".join(str(row_or_description.get(k) or \\\"\\\") for k in (\\\"merchant\\\", \\\"description\\\", \\\"source_file_label\\\")))\\n 179| return _normalise(row_or_description)\\n 180|\\n 181|\\n 182|def _merchant_alias_matches(alias, candidate) -> bool:\\n 183| if alias[\\\"source_type\\\"] and alias[\\\"source_type\\\"] != candidate[\\\"source_type\\\"]:\\n 184| return False\\n 185| text = _merchant_text(row_to_dict(candidate))\\n 186| pattern = str(alias[\\\"pattern\\\"] or \\\"\\\")\\n 187| norm_pattern = _normalise(pattern)\\n 188| if alias[\\\"match_type\\\"] == \\\"exact\\\":\\n 189| return text == norm_pattern or _normalise(candidate[\\\"merchant\\\"] or \\\"\\\") == norm_pattern\\n 190| if alias[\\\"match_type\\\"] == \\\"regex\\\":\\n 191| try:\\n 192| return re.search(pattern, text, re.IGNORECASE) is not None\\n 193| except re.error:\\n 194| return False\\n 195| return norm_pattern in text\\n 196|\\n 197|\\n 198|def _fingerprint(parts: list[object]) -> str:\\n 199| raw = \\\"|\\\".join(str(p or \\\"\\\").strip() for p in parts)\\n 200| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:32]\\n 201|\\n 202|\\n 203|def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\\n 204| existing = conn.execute(\\n 205| \\\"\\\"\\\"\\n 206| SELECT 1 FROM budget_transaction_candidates\\n 207| WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n 208| AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n 209| \\\"\\\"\\\",\\n 210| (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n 211| ).fetchone()\\n 212| if existing:\\n 213| return False\\n 214| conn.execute(\\n 215| \\\"\\\"\\\"\\n 216| INSERT INTO budget_transaction_candidates(\\n 217| transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n 218| transaction_date, description, merchant, amount_original, currency_original,\\n 219| proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\\n 220| confidence, requires_review, status, notes, created_at, updated_at,\\n 221| classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\\n 222| receipt_key, linked_candidate_id, account_source, raw_fingerprint\\n 223| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 224| \\\"\\\"\\\",\\n 225| (\\n 226| row[\\\"transaction_candidate_id\\\"], row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"source_type\\\") or \\\"csv_seed\\\",\\n 227| row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"merchant\\\"), row.get(\\\"amount_original\\\"), row.get(\\\"currency_original\\\") or \\\"CHF\\\",\\n 228| row.get(\\\"proposed_category_id\\\"), row.get(\\\"proposed_category_name\\\"), row.get(\\\"duplicate_of_transaction_id\\\"),\\n 229| row.get(\\\"confidence\\\") or \\\"0\\\", 1 if row.get(\\\"requires_review\\\", True) else 0, row.get(\\\"status\\\") or \\\"pending\\\", row.get(\\\"notes\\\"), row[\\\"created_at\\\"], row[\\\"updated_at\\\"],\\n 230| row.get(\\\"classification\\\"), row.get(\\\"review_reason\\\"), row.get(\\\"rule_id\\\"), row.get(\\\"rule_name\\\"), row.get(\\\"source_priority\\\") or 50, row.get(\\\"covered_by_source\\\"),\\n 231| row.get(\\\"receipt_key\\\"), row.get(\\\"linked_candidate_id\\\"), row.get(\\\"account_source\\\"), row.get(\\\"raw_fingerprint\\\"),\\n 232| ),\\n 233| )\\n 234| return True\\n 235|\\n 236|\\n 237|def seed_transaction_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]] | list[list[Any]], *, source_file_label: str, source_type: str = \\\"csv_seed\\\") -> dict[str, int]:\\n 238| created = duplicates = review = suggested = ignored = confirmed = 0\\n 239| for idx, raw in enumerate(rows, start=1):\\n 240| if isinstance(raw, dict):\\n 241| low = {_normalise(k): v for k, v in raw.items()}\\n 242| description = str(low.get(\\\"beschreibung\\\") or low.get(\\\"description\\\") or low.get(\\\"text\\\") or low.get(\\\"artikel\\\") or low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip()\\n 243| merchant = str(low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"filiale\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip() or None\\n 244| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\") or low.get(\\\"buchungsdatum\\\") or low.get(\\\"valutadate\\\"))\\n 245| amount = _decimal_text(low.get(\\\"betrag\\\") or low.get(\\\"amount\\\") or low.get(\\\"umsatz\\\") or low.get(\\\"wert\\\") or low.get(\\\"originalamount\\\"))\\n 246| else:\\n 247| cells = [str(c).strip() for c in raw]\\n 248| description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), \\\"\\\")\\n 249| merchant = None\\n 250| tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)\\n 251| amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)\\n 252| if not description or not amount:\\n 253| ignored += 1\\n 254| continue\\n 255| cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)\\n 256| dup = _duplicate_of(conn, tx_date, amount, description)\\n 257| status = \\\"duplicate\\\" if dup else (\\\"needs_review\\\" if needs_review else \\\"pending\\\")\\n 258| if dup:\\n 259| duplicates += 1\\n 260| if cid:\\n 261|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_vv9NWToFAuaFyqUofcAFNlvQ", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|import subprocess\\n 5|from collections import Counter, defaultdict\\n 6|from datetime import datetime\\n 7|from pathlib import Path\\n 8|from sqlite3 import Connection\\n 9|from typing import Any\\n 10|from urllib.parse import urlencode\\n 11|\\n 12|from jarvis_finance.audit.log import record_audit_event\\n 13|from jarvis_finance.services.budget_common import new_id, now, row_to_dict\\n 14|from jarvis_finance.services.budget_csv_imports import detect_import_profile, import_budget_csv_text, parse_budget_csv_text\\n 15|from jarvis_finance.services.budget_imports import _normalise, _normalized_merchant_name, candidate_user_count_summary, create_budget_rule\\n 16|\\n 17|OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"ready_for_confirm\\\", \\\"needs_review\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n 18|REVIEW_HIDDEN_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n 19|\\n 20|\\n 21|def _safe_file_name(name: str) -> str:\\n 22| return Path(str(name or \\\"budget.csv\\\")).name[:180]\\n 23|\\n 24|\\n 25|def _source_from_profile(profile: str | None, name: str = \\\"\\\") -> str:\\n 26| text = f\\\"{profile or ''} {name}\\\".lower()\\n 27| if \\\"visa\\\" in text:\\n 28| return \\\"VISA\\\"\\n 29| if \\\"migros\\\" in text or \\\"cumulus\\\" in text:\\n 30| return \\\"Migros\\\"\\n 31| if \\\"raiffeisen\\\" in text:\\n 32| return \\\"Raiffeisen\\\"\\n 33| if \\\"akb\\\" in text or \\\"kantonal\\\" in text:\\n 34| return \\\"AKB\\\"\\n 35| return \\\"unknown\\\"\\n 36|\\n 37|\\n 38|def _file_text(file: dict[str, Any]) -> str:\\n 39| if \\\"text\\\" in file:\\n 40| return str(file.get(\\\"text\\\") or \\\"\\\")\\n 41| path = file.get(\\\"path\\\") or file.get(\\\"local_path\\\")\\n 42| if path:\\n 43| return Path(path).read_text(encoding=file.get(\\\"encoding\\\") or \\\"utf-8-sig\\\", errors=\\\"replace\\\")\\n 44| return \\\"\\\"\\n 45|\\n 46|\\n 47|def scan_budget_drive_files(files: list[dict[str, Any]] | None = None) -> dict[str, Any]:\\n 48| \\\"\\\"\\\"Classify already discovered Drive file metadata/text. No writes.\\\"\\\"\\\"\\n 49| scanned = []\\n 50| for f in files or []:\\n 51| name = _safe_file_name(str(f.get(\\\"name\\\") or f.get(\\\"filename\\\") or \\\"budget.csv\\\"))\\n 52| profile = None\\n 53| rows_total = 0\\n 54| errors: list[str] = []\\n 55| text = _file_text(f)\\n 56| try:\\n 57| if text.strip():\\n 58| parsed = parse_budget_csv_text(text)\\n 59| profile = parsed[\\\"profile\\\"]\\n 60| rows_total = len(parsed[\\\"rows\\\"])\\n 61| else:\\n 62| lowered = name.lower()\\n 63| if \\\"visa\\\" in lowered:\\n 64| profile = \\\"visa_credit_card\\\"\\n 65| elif \\\"migros\\\" in lowered or \\\"cumulus\\\" in lowered:\\n 66| profile = \\\"migros_receipts\\\"\\n 67| elif \\\"raiffeisen\\\" in lowered:\\n 68| profile = \\\"raiffeisen_bank\\\"\\n 69| elif \\\"akb\\\" in lowered or \\\"kantonal\\\" in lowered:\\n 70| profile = \\\"akb_bank\\\"\\n 71| except Exception as exc: # malformed file remains visible, not fatal\\n 72| errors.append(type(exc).__name__)\\n 73| scanned.append({\\n 74| \\\"file_id\\\": str(f.get(\\\"id\\\") or f.get(\\\"file_id\\\") or \\\"\\\"),\\n 75| \\\"name\\\": name,\\n 76| \\\"modifiedTime\\\": f.get(\\\"modifiedTime\\\") or f.get(\\\"modified_time\\\"),\\n 77| \\\"profile\\\": profile,\\n 78| \\\"source\\\": _source_from_profile(profile, name),\\n 79| \\\"rows_total\\\": rows_total,\\n 80| \\\"status\\\": \\\"recognized\\\" if profile else \\\"unsupported\\\",\\n 81| \\\"errors\\\": errors,\\n 82| })\\n 83| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"files\\\": scanned, \\\"recognized_count\\\": sum(1 for f in scanned if f[\\\"profile\\\"])}\\n 84|\\n 85|\\n 86|def scan_google_drive_budget_folder() -> dict[str, Any]:\\n 87| \\\"\\\"\\\"Read-only metadata scan via gog if available. It never downloads/imports contents.\\\"\\\"\\\"\\n 88| cmd = [\\\"gog\\\", \\\"-a\\\", \\\"friday.uplink@gmail.com\\\", \\\"drive\\\", \\\"search\\\", \\\"Finanzen/03 Budget\\\"]\\n 89| try:\\n 90| proc = subprocess.run(cmd, text=True, capture_output=True, timeout=45, check=False)\\n 91| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"status\\\": \\\"available\\\" if proc.returncode == 0 else \\\"unavailable\\\", \\\"raw_count_hint\\\": len(proc.stdout.splitlines()), \\\"files\\\": []}\\n 92| except Exception as exc:\\n 93| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"status\\\": \\\"unavailable\\\", \\\"error\\\": type(exc).__name__, \\\"files\\\": []}\\n 94|\\n 95|\\n 96|def _review_url(source: str | None = None, session_id: str | None = None, status: str | None = None) -> str:\\n 97| params = {\\\"source\\\": source or \\\"\\\", \\\"import_session\\\": session_id or \\\"\\\", \\\"status\\\": status or \\\"\\\"}\\n 98| return \\\"/planning/budget/expenses/review?\\\" + urlencode({k: v for k, v in params.items() if v})\\n 99|\\n 100|\\n 101|def _insert_session(conn: Connection, *, file: dict[str, Any], profile: str | None, rows_total: int, result: dict[str, Any], status: str, review_url: str) -> str:\\n 102| sid = new_id(\\\"bimport\\\")\\n 103| ts = now()\\n 104| source = _source_from_profile(profile, str(file.get(\\\"name\\\") or \\\"\\\"))\\n 105| conn.execute(\\n 106| \\\"\\\"\\\"\\n 107| INSERT INTO budget_import_sessions(import_session_id,source,file_id,file_name,file_modified_time,file_period_start,file_period_end,profile,rows_total,new_candidates,already_known,duplicate_count,ignored_count,covered_by_source_count,error_count,status,review_url,created_at,updated_at)\\n 108| VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 109| \\\"\\\"\\\",\\n 110| (\\n 111| sid, source, str(file.get(\\\"id\\\") or file.get(\\\"file_id\\\") or \\\"\\\"), _safe_file_name(str(file.get(\\\"name\\\") or \\\"budget.csv\\\")), file.get(\\\"modifiedTime\\\") or file.get(\\\"modified_time\\\"),\\n 112| result.get(\\\"period_start\\\"), result.get(\\\"period_end\\\"), profile, int(rows_total or 0), int(result.get(\\\"candidate_count\\\") or result.get(\\\"would_create_candidate_count\\\") or result.get(\\\"receipt_candidate_count\\\") or 0), int(result.get(\\\"already_processed_count\\\") or 0), int(result.get(\\\"possible_duplicate_count\\\") or result.get(\\\"duplicate_count\\\") or 0), int(result.get(\\\"ignored_count\\\") or 0), int(result.get(\\\"covered_by_migros_count\\\") or result.get(\\\"covered_by_source_count\\\") or 0), int(result.get(\\\"error_count\\\") or 0), status, review_url, ts, ts,\\n 113| ),\\n 114| )\\n 115| return sid\\n 116|\\n 117|\\n 118|def _sum_totals(items: list[dict[str, Any]]) -> dict[str, int]:\\n 119| keys = [\\\"would_create_candidate_count\\\", \\\"candidate_count\\\", \\\"already_processed_count\\\", \\\"possible_duplicate_count\\\", \\\"ignored_count\\\", \\\"covered_by_source_count\\\", \\\"receipt_candidate_count\\\", \\\"line_item_count\\\", \\\"income_candidate_count\\\", \\\"transfer_candidate_count\\\"]\\n 120| return {k: sum(int(i.get(k) or 0) for i in items) for k in keys}\\n 121|\\n 122|\\n 123|def preview_drive_monthly_import(conn: Connection, files: list[dict[str, Any]], *, dry_run: bool = True, default_category_id: str | None = None, income_category_id: str | None = None) -> dict[str, Any]:\\n 124| file_results: list[dict[str, Any]] = []\\n 125| scan = scan_budget_drive_files(files)\\n 126| session_ids: list[str] = []\\n 127| for scanned, f in zip(scan[\\\"files\\\"], files):\\n 128| profile = scanned.get(\\\"profile\\\")\\n 129| if not profile:\\n 130| result = {\\\"profile\\\": None, \\\"error_count\\\": 1, \\\"ignored_count\\\": 1}\\n 131| status = \\\"failed\\\"\\n 132| else:\\n 133| result = import_budget_csv_text(conn, str(profile), _file_text(f), source_file_label=_safe_file_name(str(f.get(\\\"name\\\") or \\\"budget.csv\\\")), dry_run=dry_run, default_category_id=default_category_id, income_category_id=income_category_id)\\n 134| status = \\\"dry_run\\\" if dry_run else \\\"candidates_created\\\"\\n 135| review = _review_url(scanned.get(\\\"source\\\"), None, \\\"ready_for_confirm\\\")\\n 136| sid = _insert_session(conn, file=f, profile=profile, rows_total=int(scanned.get(\\\"rows_total\\\") or result.get(\\\"parsed_rows\\\") or 0), result=result, status=status, review_url=review)\\n 137| session_ids.append(sid)\\n 138| if not dry_run:\\n 139| conn.execute(\\\"UPDATE budget_transaction_candidates SET import_session_id=? WHERE source_file_label=? AND import_session_id IS NULL\\\", (sid, _safe_file_name(str(f.get(\\\"name\\\") or \\\"budget.csv\\\"))))\\n 140| result = dict(result) | {\\\"import_session_id\\\": sid, \\\"source\\\": scanned.get(\\\"source\\\"), \\\"file_name\\\": scanned.get(\\\"name\\\"), \\\"review_url\\\": _review_url(scanned.get(\\\"source\\\"), sid, \\\"ready_for_confirm\\\")}\\n 141| file_results.append(result)\\n 142| conn.commit()\\n 143| return {\\\"purpose\\\": \\\"budget_monthly_import_workflow_v1\\\", \\\"status\\\": \\\"dry_run\\\" if dry_run else \\\"candidates_created\\\", \\\"files_total\\\": len(files), \\\"session_ids\\\": session_ids, \\\"files\\\": file_results, \\\"totals\\\": _sum_totals(file_results), \\\"review_url\\\": _review_url(session_id=session_ids[-1] if session_ids else None, status=\\\"ready_for_confirm\\\")}\\n 144|\\n 145|\\n 146|def run_monthly_import_dry_run(conn: Connection, files: list[dict[str, Any]], *, default_category_id: str | None = None, income_category_id: str | None = None) -> dict[str, Any]:\\n 147| return preview_drive_monthly_import(conn, files, dry_run=True, default_category_id=default_category_id, income_category_id=income_category_id)\\n 148|\\n 149|\\n 150|def get_import_history(conn: Connection, *, limit: int = 30) -> list[dict[str, Any]]:\\n 151| rows = conn.execute(\\\"SELECT * FROM budget_import_sessions ORDER BY created_at DESC, import_session_id DESC LIMIT ?\\\", (limit,)).fetchall()\\n 152| return [row_to_dict(r) for r in rows]\\n 153|\\n 154|\\n 155|def get_monthly_import_dashboard(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 156| sessions = get_import_history(conn, limit=100)\\n 157| latest_by_source: dict[str, dict[str, Any]] = {}\\n 158| for s in sessions:\\n 159| latest_by_source.setdefault(str(s.get(\\\"source\\\") or \\\"unknown\\\"), s)\\n 160| user_counts = candidate_user_count_summary(conn, budget_year=budget_year)\\n 161| open_rows = conn.execute(\\\"SELECT source_type,status,classification,COUNT(*) AS count FROM budget_transaction_candidates WHERE substr(COALESCE(transaction_date,''),1,4)=? AND status IN ('pending','auto_categorized','needs_review','transfer_candidate') GROUP BY source_type,status,classification\\\", (budget_year,)).fetchall()\\n 162| by_source: dict[str, int] = defaultdict(int)\\n 163| counts = Counter(user_counts)\\n 164| for r in open_rows:\\n 165| by_source[str(r[\\\"source_type\\\"] or \\\"unknown\\\")] += int(r[\\\"count\\\"] or 0)\\n 166| if r[\\\"status\\\"]:\\n 167| counts[str(r[\\\"status\\\"])] += int(r[\\\"count\\\"] or 0)\\n 168| if r[\\\"classification\\\"]:\\n 169| counts[str(r[\\\"classification\\\"])] += int(r[\\\"count\\\"] or 0)\\n 170| suggestions = conn.execute(\\\"SELECT COUNT(*) FROM budget_rule_suggestions WHERE status IN ('suggested','later')\\\").fetchone()[0]\\n 171| return {\\\"purpose\\\": \\\"budget_import_dashboard_v2\\\", \\\"workflow\\\": \\\"upload\\\", \\\"latest_import_by_source\\\": latest_by_source, \\\"open_candidates_by_source\\\": dict(by_source), \\\"counts\\\": dict(counts), \\\"user_counts\\\": user_counts, \\\"rule_suggestions_open\\\": int(suggestions or 0), \\\"review_url\\\": _review_url(status=\\\"open\\\")}\\n 172|\\n 173|\\n 174|def _candidate(conn: Connection, candidate_id: str):\\n 175| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 176| if not row:\\n 177| raise ValueError(\\\"candidate not found\\\")\\n 178| return row\\n 179|\\n 180|\\n 181|def _affected_count(conn: Connection, merchant_pattern: str, source_scope: str, exclude_id: str | None = None) -> int:\\n 182| source_clause = \\\"\\\" if source_scope in {\\\"\\\", \\\"all\\\"} else \\\" AND lower(source_type) LIKE ?\\\"\\n 183| params: list[Any] = [f\\\"%{_normalise(merchant_pattern)}%\\\", f\\\"%{_normalise(merchant_pattern)}%\\\"]\\n 184| if source_clause:\\n 185| params.append(f\\\"%{source_scope.lower()}%\\\")\\n 186| if exclude_id:\\n 187| source_clause += \\\" AND transaction_candidate_id<>?\\\"; params.append(exclude_id)\\n 188| sql = \\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded') AND (lower(COALESCE(merchant,'')) LIKE ? OR lower(COALESCE(description,'')) LIKE ?)\\\" + source_clause\\n 189| return int(conn.execute(sql, params).fetchone()[0] or 0)\\n 190|\\n 191|\\n 192|def create_rule_suggestion_from_candidate_change(conn: Connection, candidate_id: str, *, category_id: str, source_scope: str = \\\"all\\\", recurring_type: str | None = None) -> dict[str, Any]:\\n 193| row = _candidate(conn, candidate_id)\\n 194| cat = conn.execute(\\\"SELECT name FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 195| merchant = str(row[\\\"merchant\\\"] or row[\\\"description\\\"] or \\\"\\\").strip()\\n 196| pattern = _normalized_merchant_name(merchant).upper() or merchant.upper()\\n 197| affected = _affected_count(conn, pattern, source_scope, exclude_id=candidate_id)\\n 198| sid = new_id(\\\"rulesug\\\")\\n 199| ts = now()\\n 200| conn.execute(\\\"\\\"\\\"\\n 201| INSERT INTO budget_rule_suggestions(suggestion_id,example_candidate_id,merchant_pattern,description_pattern,match_type,source_scope,category_id,category_name,recurring_type,amount_min_text,amount_max_text,confidence,affected_open_candidate_count,status,notes,created_at,updated_at)\\n 202| VALUES (?, ?, ?, ?, 'contains', ?, ?, ?, ?, NULL, NULL, ?, ?, 'suggested', ?, ?, ?)\\n 203| \\\"\\\"\\\", (sid, candidate_id, pattern, str(row[\\\"description\\\"] or \\\"\\\")[:180], source_scope or \\\"all\\\", category_id, cat[\\\"name\\\"] if cat else None, recurring_type, \\\"0.84\\\" if affected else \\\"0.70\\\", affected, json.dumps({\\\"trigger\\\": \\\"manual_category_change\\\"}), ts, ts))\\n 204| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_created\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=sid, new_values={\\\"merchant_pattern\\\": pattern, \\\"category_id\\\": category_id, \\\"source_scope\\\": source_scope}, created_by=\\\"user\\\")\\n 205| conn.commit()\\n 206| return row_to_dict(conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE suggestion_id=?\\\", (sid,)).fetchone()) | {\\\"audit_id\\\": audit_id}\\n 207|\\n 208|\\n 209|def list_rule_suggestions(conn: Connection, *, status: str | None = None) -> list[dict[str, Any]]:\\n 210| if status:\\n 211| rows = conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE status=? ORDER BY created_at DESC\\\", (status,)).fetchall()\\n 212| else:\\n 213| rows = conn.execute(\\\"SELECT * FROM budget_rule_suggestions ORDER BY created_at DESC\\\").fetchall()\\n 214| return [row_to_dict(r) for r in rows]\\n 215|\\n 216|\\n 217|def apply_rule_suggestion(conn: Connection, suggestion_id: str, *, apply_to_open: bool = False) -> dict[str, Any]:\\n 218| row = conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE suggestion_id=?\\\", (suggestion_id,)).fetchone()\\n 219| if not row:\\n 220| raise ValueError(\\\"rule suggestion not found\\\")\\n 221| rule = create_budget_rule(conn, {\\\"merchant_contains\\\": row[\\\"merchant_pattern\\\"], \\\"source_type\\\": None if row[\\\"source_scope\\\"] in {\\\"\\\", \\\"all\\\"} else row[\\\"source_scope\\\"], \\\"category_id\\\": row[\\\"category_id\\\"], \\\"target_status\\\": \\\"review\\\", \\\"notes\\\": \\\"created_from_rule_suggestion\\\"})\\n 222| updated = 0\\n 223| if apply_to_open:\\n 224| params: list[Any] = [f\\\"%{_normalise(row['merchant_pattern'])}%\\\", f\\\"%{_normalise(row['merchant_pattern'])}%\\\"]\\n 225| source_clause = \\\"\\\"\\n 226| if row[\\\"source_scope\\\"] not in {\\\"\\\", \\\"all\\\", None}:\\n 227| source_clause = \\\" AND lower(source_type) LIKE ?\\\"; params.append(f\\\"%{str(row['source_scope']).lower()}%\\\")\\n 228| params.extend([row[\\\"category_id\\\"], row[\\\"category_name\\\"], rule[\\\"rule_id\\\"], row[\\\"merchant_pattern\\\"], now()])\\n 229| sql = \\\"\\\"\\\"\\n 230| UPDATE budget_transaction_candidates\\n 231| SET proposed_category_id=?, proposed_category_name=?, rule_id=?, rule_name=?, updated_at=?\\n 232| WHERE status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded')\\n 233| AND (lower(COALESCE(merchant,'')) LIKE ? OR lower(COALESCE(description,'')) LIKE ?)\\n 234| \\\"\\\"\\\"\\n 235| # SQLite parameter order: SET params first, WHERE params last\\n 236| set_params = [row[\\\"category_id\\\"], row[\\\"category_name\\\"], rule[\\\"rule_id\\\"], row[\\\"merchant_pattern\\\"], now()]\\n 237| where_params = [f\\\"%{_normalise(row['merchant_pattern'])}%\\\", f\\\"%{_normalise(row['merchant_pattern'])}%\\\"]\\n 238| if source_clause:\\n 239| where_params.append(f\\\"%{str(row['source_scope']).lower()}%\\\")\\n 240| cur = conn.execute(sql + source_clause, set_params + where_params)\\n 241| updated = int(cur.rowcount or 0)\\n 242| conn.execute(\\\"UPDATE budget_rule_suggestions SET status='accepted', updated_at=? WHERE suggestion_id=?\\\", (now(), suggestion_id))\\n 243| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_accepted\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=suggestion_id, new_values={\\\"apply_to_open\\\": apply_to_open, \\\"updated_candidate_count\\\": updated}, created_by=\\\"user\\\")\\n 244| conn.commit()\\n 245| return {\\\"status\\\": \\\"accepted\\\", \\\"suggestion_id\\\": suggestion_id, \\\"rule_id\\\": rule[\\\"rule_id\\\"], \\\"updated_candidate_count\\\": updated, \\\"audit_id\\\": audit_id}\\n 246|\\n 247|\\n 248|def reject_rule_suggestion(conn: Connection, suggestion_id: str, *, later: bool = False) -> dict[str, Any]:\\n 249| status = \\\"later\\\" if later else \\\"rejected\\\"\\n 250| conn.execute(\\\"UPDATE budget_rule_suggestions SET status=?, updated_at=? WHERE suggestion_id=?\\\", (status, now(), suggestion_id))\\n 251| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_rejected\\\" if not later else \\\"budget_rule_suggestion_later\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=suggestion_id, new_values={\\\"status\\\": status}, created_by=\\\"user\\\")\\n 252| conn.commit()\\n 253| return {\\\"status\\\": status, \\\"suggestion_id\\\": suggestion_id, \\\"audit_id\\\": audit_id}\\n 254|\", \"total_lines\": 253, \"file_size\": 16961, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_5DR6R7DejoJPgjnMcnznxwOx", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from fastapi import APIRouter, Depends\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.api.dependencies import get_db\\n 7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\\n 8|from jarvis_finance.services.budget_categories import (\\n 9| archive_category,\\n 10| archive_tag,\\n 11| confirm_budget_category_cleanup,\\n 12| confirm_category_merge,\\n 13| confirm_create_category,\\n 14| confirm_create_tag,\\n 15| create_category_preview,\\n 16| create_tag_preview,\\n 17| delete_empty_category,\\n 18| list_category_tree_grouped,\\n 19| list_categories,\\n 20| list_tags,\\n 21| preview_budget_category_cleanup,\\n 22| preview_category_merges,\\n 23| reorder_categories,\\n 24| update_category,\\n 25|)\\n 26|from jarvis_finance.services.budget_csv_imports import import_budget_csv_text, import_profile_specs\\n 27|from jarvis_finance.services.budget_import_upload import (\\n 28| confirm_uploaded_budget_import_candidates,\\n 29| get_budget_import_session,\\n 30| list_budget_import_sessions,\\n 31| preview_uploaded_budget_import,\\n 32|)\\n 33|from jarvis_finance.services.budget_imports import (\\n 34| archive_reference_year_candidates,\\n 35| apply_budget_rules_to_open_candidates,\\n 36| apply_merchant_to_open_candidates,\\n 37| batch_confirm_safe_candidates,\\n 38| batch_mark_candidates,\\n 39| confirm_migros_receipts_2026,\\n 40| bulk_update_transaction_candidate_category,\\n 41| confirm_candidate_split,\\n 42| confirm_transaction_candidate,\\n 43| create_budget_rule,\\n 44| create_merchant,\\n 45| create_merchant_alias,\\n 46| create_candidate_split,\\n 47| create_review_category_for_candidate,\\n 48| deactivate_budget_rule,\\n 49| detect_duplicate_candidates,\\n 50| ignore_transaction_candidate,\\n 51| list_budget_rules,\\n 52| list_merchants,\\n 53| list_transaction_candidates,\\n 54| merge_merchants,\\n 55| mark_candidate_transfer,\\n 56| mark_candidate_type,\\n 57| preview_migros_receipts_2026,\\n 58| preview_batch_confirm_candidates,\\n 59| preview_safe_auto_candidates,\\n 60| preview_transaction_candidate,\\n 61| prioritize_budget_rule,\\n 62| reclassify_bank_income_candidates,\\n 63| reopen_transaction_candidate,\\n 64| review_candidate_summary,\\n 65| seed_bank_transfer_candidates_from_rows,\\n 66| seed_credit_card_candidates_from_rows,\\n 67| seed_migros_candidates_from_rows,\\n 68| seed_transaction_candidates_from_csv_text,\\n 69| seed_transaction_candidates_from_rows,\\n 70| test_budget_rule,\\n 71| update_budget_rule,\\n 72| update_merchant_category,\\n 73| update_transaction_candidate_category,\\n 74|)\\n 75|from jarvis_finance.services.budget_analytics import get_monthly_comparison\\n 76|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis\\n 77|from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis\\n 78|from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, get_category_summary, get_income_status, get_monthly_summary\\n 79|from jarvis_finance.services.budget_planning import (\\n 80| confirm_budget_planning_batch,\\n 81| confirm_category_budget_values,\\n 82| get_budget_planning_audit_timeline,\\n 83| get_budget_planning_matrix,\\n 84| preview_budget_planning_batch,\\n 85| preview_budget_planning_excel_template,\\n 86| preview_category_budget_values,\\n 87|)\\n 88|from jarvis_finance.services.budget_recurring import (\\n 89| archive_recurring_payment,\\n 90| confirm_manual_recurring_payment,\\n 91| confirm_recurring_candidate_action,\\n 92| detect_recurring_payment_candidates,\\n 93| get_recurring_dashboard,\\n 94| preview_manual_recurring_payment,\\n 95| preview_recurring_candidate_action,\\n 96|)\\n 97|from jarvis_finance.services.budget_monthly_import import (\\n 98| apply_rule_suggestion,\\n 99| get_import_history,\\n 100| get_monthly_import_dashboard,\\n 101| list_rule_suggestions,\\n 102| preview_drive_monthly_import,\\n 103| reject_rule_suggestion,\\n 104| run_monthly_import_dry_run,\\n 105| scan_budget_drive_files,\\n 106| scan_google_drive_budget_folder,\\n 107|)\\n 108|from jarvis_finance.services.grocery_optimizer import (\\n 109| accept_grocery_product_match,\\n 110| add_demo_migros_receipt,\\n 111| build_rappn_link_out,\\n 112| confirm_manual_grocery_mapping,\\n 113| create_manual_grocery_mapping,\\n 114| generate_grocery_optimization_report,\\n 115| get_grocery_optimizer_dashboard,\\n 116| get_grocery_provider_strategy,\\n 117| preview_manual_grocery_mapping,\\n 118| refresh_grocery_mapping_price,\\n 119| reject_grocery_product_match,\\n 120| run_grocery_optimization,\\n 121| upsert_product_match,\\n 122|)\\n 123|from jarvis_finance.services.grocery_price_providers import provider_for_retailer, search_and_store_product_matches, search_open_prices_spike\\n 124|from jarvis_finance.services.budget_plans import (\\n 125| archive_budget_plan_item,\\n 126| confirm_budget_plan_item,\\n 127| confirm_income_plan_templates,\\n 128| confirm_update_income_plan_item,\\n 129| create_budget_plan_item_preview,\\n 130| list_budget_plan_items,\\n 131| list_income_plan_items,\\n 132| list_income_seed_candidates,\\n 133| preview_income_plan_templates,\\n 134| preview_update_income_plan_item,\\n 135| reorder_income_plan_items,\\n 136|)\\n 137|from jarvis_finance.services.budget_seed_review import (\\n 138| confirm_budget_plan_takeover,\\n 139| confirm_clear_category_takeover,\\n 140| confirm_seed_candidate,\\n 141| convert_unclean_range,\\n 142| ignore_seed_candidate,\\n 143| list_seed_candidates,\\n 144| preview_budget_plan_takeover,\\n 145| preview_clear_category_takeover,\\n 146| preview_seed_candidate,\\n 147| reopen_seed_candidate,\\n 148| seed_budget_candidates_from_rows,\\n 149| set_seed_candidate_status,\\n 150|)\\n 151|from jarvis_finance.services.budget_transactions import (\\n 152| confirm_budget_transaction,\\n 153| confirm_reverse_budget_transaction,\\n 154| confirm_transfer,\\n 155| create_budget_transaction_preview,\\n 156| create_transfer_preview,\\n 157| list_budget_transactions,\\n 158| list_budget_transfers,\\n 159| reverse_budget_transaction_preview,\\n 160| update_budget_transaction,\\n 161|)\\n 162|\\n 163|router = APIRouter(prefix=\\\"/budget\\\", tags=[\\\"budget\\\"])\\n 164|\\n 165|\\n 166|@router.get(\\\"/grocery-optimizer/dashboard\\\")\\n 167|def grocery_optimizer_dashboard(conn: Connection = Depends(get_db)):\\n 168| return get_grocery_optimizer_dashboard(conn)\\n 169|\\n 170|\\n 171|@router.get(\\\"/grocery-optimizer/provider-strategy\\\")\\n 172|def grocery_optimizer_provider_strategy():\\n 173| return get_grocery_provider_strategy()\\n 174|\\n 175|\\n 176|@router.get(\\\"/grocery-optimizer/rappn-link\\\")\\n 177|def grocery_optimizer_rappn_link(product_name: str):\\n 178| return build_rappn_link_out(product_name)\\n 179|\\n 180|\\n 181|@router.post(\\\"/grocery-optimizer/open-prices-spike\\\")\\n 182|def grocery_optimizer_open_prices_spike(payload: dict):\\n 183| return search_open_prices_spike(query=payload.get(\\\"query\\\"), barcode=payload.get(\\\"barcode\\\"), size=int(payload.get(\\\"size\\\") or 5))\\n 184|\\n 185|\\n 186|@router.post(\\\"/grocery-optimizer/demo-receipt\\\")\\n 187|def grocery_optimizer_demo_receipt(payload: dict, conn: Connection = Depends(get_db)):\\n 188| return add_demo_migros_receipt(conn, purchase_date=payload.get(\\\"purchase_date\\\") or \\\"2026-05-19\\\", store_name=payload.get(\\\"store_name\\\") or \\\"Migros\\\", items=payload.get(\\\"items\\\") or [])\\n 189|\\n 190|\\n 191|@router.post(\\\"/grocery-optimizer/matches\\\")\\n 192|def grocery_optimizer_match(payload: dict, conn: Connection = Depends(get_db)):\\n 193| return upsert_product_match(conn, payload[\\\"product_item_id\\\"], retailer=payload[\\\"retailer\\\"], candidate_product_name=payload[\\\"candidate_product_name\\\"], candidate_url=payload.get(\\\"candidate_url\\\") or \\\"https://example.invalid/review\\\", candidate_price_text=payload[\\\"candidate_price_text\\\"], candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), quality_flags=payload.get(\\\"quality_flags\\\") or [\\\"needs_review\\\"], match_confidence=payload.get(\\\"match_confidence\\\") or \\\"0.60\\\", status=payload.get(\\\"status\\\") or \\\"suggested\\\", source=payload.get(\\\"source\\\") or \\\"manual\\\")\\n 194|\\n 195|\\n 196|@router.post(\\\"/grocery-optimizer/matches/{match_id}/accept\\\")\\n 197|def grocery_optimizer_accept_match(match_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 198| payload = payload or {}\\n 199| return accept_grocery_product_match(conn, match_id, user_note=payload.get(\\\"user_note\\\"), save_as_preferred=bool(payload.get(\\\"save_as_preferred\\\", True)))\\n 200|\\n 201|\\n 202|@router.post(\\\"/grocery-optimizer/matches/{match_id}/reject\\\")\\n 203|def grocery_optimizer_reject_match(match_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 204| return reject_grocery_product_match(conn, match_id, user_note=(payload or {}).get(\\\"user_note\\\"))\\n 205|\\n 206|\\n 207|@router.post(\\\"/grocery-optimizer/manual-mapping/preview\\\")\\n 208|def grocery_optimizer_manual_mapping_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 209| return preview_manual_grocery_mapping(conn, product_item_id=payload[\\\"product_item_id\\\"], target_retailer=payload[\\\"target_retailer\\\"], target_product_name=payload[\\\"target_product_name\\\"], target_product_url=payload[\\\"target_product_url\\\"], candidate_price_text=payload.get(\\\"candidate_price_text\\\"), candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), target_package_size=payload.get(\\\"target_package_size\\\"), target_unit=payload.get(\\\"target_unit\\\"), target_price_date=payload.get(\\\"target_price_date\\\"), target_price_source=payload.get(\\\"target_price_source\\\"), user_note=payload.get(\\\"user_note\\\"))\\n 210|\\n 211|\\n 212|@router.post(\\\"/grocery-optimizer/manual-mapping/confirm\\\")\\n 213|def grocery_optimizer_manual_mapping_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 214| return confirm_manual_grocery_mapping(conn, payload)\\n 215|\\n 216|\\n 217|@router.post(\\\"/grocery-optimizer/manual-mapping\\\")\\n 218|def grocery_optimizer_manual_mapping(payload: dict, conn: Connection = Depends(get_db)):\\n 219| return create_manual_grocery_mapping(conn, product_item_id=payload[\\\"product_item_id\\\"], target_retailer=payload[\\\"target_retailer\\\"], target_product_name=payload[\\\"target_product_name\\\"], target_product_url=payload[\\\"target_product_url\\\"], target_brand=payload.get(\\\"target_brand\\\"), target_package_size=payload.get(\\\"target_package_size\\\"), target_unit=payload.get(\\\"target_unit\\\"), target_price_date=payload.get(\\\"target_price_date\\\"), target_price_source=payload.get(\\\"target_price_source\\\"), match_type=payload.get(\\\"match_type\\\") or \\\"manual_match\\\", candidate_price_text=payload.get(\\\"candidate_price_text\\\"), candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), user_note=payload.get(\\\"user_note\\\"))\\n 220|\\n 221|\\n 222|@router.post(\\\"/grocery-optimizer/mappings/{mapping_id}/refresh-price\\\")\\n 223|def grocery_optimizer_refresh_mapping_price(mapping_id: str, conn: Connection = Depends(get_db)):\\n 224| return refresh_grocery_mapping_price(conn, mapping_id)\\n 225|\\n 226|\\n 227|@router.post(\\\"/grocery-optimizer/optimize\\\")\\n 228|def grocery_optimizer_run(payload: dict, conn: Connection = Depends(get_db)):\\n 229| return run_grocery_optimization(conn, payload[\\\"receipt_id\\\"], selected_retailers=payload.get(\\\"selected_retailers\\\") or [\\\"Coop\\\", \\\"Aldi Suisse\\\", \\\"Lidl\\\", \\\"Denner\\\", \\\"Otto's\\\"], max_store_count=int(payload.get(\\\"max_store_count\\\") or 3), included_product_item_ids=payload.get(\\\"included_product_item_ids\\\"))\\n 230|\\n 231|\\n 232|@router.post(\\\"/grocery-optimizer/search-prices\\\")\\n 233|def grocery_optimizer_search_prices(payload: dict, conn: Connection = Depends(get_db)):\\n 234| retailers = (payload.get(\\\"retailers\\\") or [\\\"Coop\\\"])[: int(payload.get(\\\"max_retailers\\\") or 3)]\\n 235| providers = [provider_for_retailer(retailer) for retailer in retailers]\\n 236| return search_and_store_product_matches(\\n 237| conn,\\n 238| payload[\\\"receipt_id\\\"],\\n 239| providers=providers,\\n 240| included_product_item_ids=payload.get(\\\"included_product_item_ids\\\"),\\n 241| max_products=int(payload.get(\\\"max_products\\\") or 5),\\n 242| use_cache=bool(payload.get(\\\"use_cache\\\", True)),\\n 243| only_safe_matches=bool(payload.get(\\\"only_safe_matches\\\", True)),\\n 244| prefer_known_mappings=bool(payload.get(\\\"prefer_known_mappings\\\", True)),\\n 245| )\\n 246|\\n 247|\\n 248|@router.post(\\\"/grocery-optimizer/report\\\")\\n 249|def grocery_optimizer_report(payload: dict, conn: Connection = Depends(get_db)):\\n 250| return generate_grocery_optimization_report(conn, payload[\\\"run_id\\\"])\\n 251|\\n 252|\\n 253|@router.get(\\\"/monthly-import/dashboard\\\")\\n 254|def monthly_import_dashboard(budget_year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 255| return get_monthly_import_dashboard(conn, budget_year=budget_year)\\n 256|\\n 257|\\n 258|@router.get(\\\"/monthly-import/history\\\")\\n 259|def monthly_import_history(limit: int = 30, conn: Connection = Depends(get_db)):\\n 260| return get_import_history(conn, limit=limit)\\n 261|\", \"total_lines\": 958, \"file_size\": 44886, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 958 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_hgLEE9c39ZmEj6r6AAXIppiy", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|\\n 78|\\n 168|\", \"total_lines\": 167, \"file_size\": 30980, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_xNUD7WZro1G7NJ5W51auFu9W", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Looking into function details**\n\nI need to read the rest of the functions in the budget_imports to confirm the batch list. It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! Let’s get through this so I can provide accurate and helpful outputs for the user.", "finish_reason": "tool_calls", "reasoning_content": "**Looking into function details**\n\nI need to read the rest of the functions in the budget_imports to confirm the batch list. It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! 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It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! Let’s get through this so I can provide accurate and helpful outputs for the user."}]}], "tool_calls": [{"id": "call_G0qpsl7E351zaa7yTOLdeo11", "call_id": "call_G0qpsl7E351zaa7yTOLdeo11", "response_item_id": "fc_011cf4c4a2671bda016a0e020d0a688191a23bc52ee0163ae1", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('src/jarvis_finance/services/budget_imports.py')\\nfor i,l in enumerate(p.read_text().splitlines(),1):\\n if any(x in l for x in ['def list_transaction_candidates','def confirm_transaction_candidate','def preview_batch_confirm','def batch_confirm','def detect_duplicate','def seed_migros','def batch_mark','def ignore_transaction','def reopen_transaction']): print(i,l)\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "terminal", "content": "{\"output\": \"304 def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = \\\"50.00\\\", candidate_source_type: str = \\\"migros_receipt\\\") -> dict[str, int]:\\n761 def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, import_session_id: str | None = None) -> list[dict[str, Any]]:\\n927 def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n949 def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n960 def reopen_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n1078 def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:\\n1173 def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n1204 def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n1506 def detect_duplicate_candidates(conn: Connection, *, day_window: int = 2) -> dict[str, Any]:\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_G0qpsl7E351zaa7yTOLdeo11", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_WfqUNvNHyn41Jll85cByKbSs", "call_id": "call_WfqUNvNHyn41Jll85cByKbSs", "response_item_id": "fc_011cf4c4a2671bda016a0e0211a17081919244847c3659cea9", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"offset\":300,\"limit\":170}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 300| return seed_transaction_candidates_from_rows(conn, list(reader), source_file_label=source_file_label, source_type=source_type)\\n 301| return seed_transaction_candidates_from_rows(conn, list(csv.reader(text.splitlines(), dialect=dialect)), source_file_label=source_file_label, source_type=source_type)\\n 302|\\n 303|\\n 304|def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = \\\"50.00\\\", candidate_source_type: str = \\\"migros_receipt\\\") -> dict[str, int]:\\n 305| _threshold = Decimal(threshold_chf)\\n 306| if not auto_category_id:\\n 307| auto_category_id, auto_category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 308| else:\\n 309| auto_category_name = _category_name(conn, auto_category_id)\\n 310| grouped: dict[str, list[tuple[int, dict[str, Any]]]] = defaultdict(list)\\n 311| ignored = 0\\n 312| for idx, raw in enumerate(rows, start=1):\\n 313| low = {_normalise(k): v for k, v in raw.items()}\\n 314| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\"))\\n 315| time = str(low.get(\\\"zeit\\\") or low.get(\\\"time\\\") or \\\"\\\").strip()\\n 316| store = str(low.get(\\\"filiale\\\") or low.get(\\\"store\\\") or \\\"Migros\\\").strip()\\n 317| register = str(low.get(\\\"kasse\\\") or low.get(\\\"kassennummer\\\") or low.get(\\\"register\\\") or \\\"\\\").strip()\\n 318| txn = str(low.get(\\\"transaktion\\\") or low.get(\\\"transaktionsnummer\\\") or low.get(\\\"bon\\\") or low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 319| amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 320| if not tx_date or not amount:\\n 321| ignored += 1\\n 322| continue\\n 323| key = _fingerprint([tx_date, time, store, register, txn])\\n 324| grouped[key].append((idx, raw))\\n 325| created = auto = review = line_count = 0\\n 326| for key, items in grouped.items():\\n 327| first_low = {_normalise(k): v for k, v in items[0][1].items()}\\n 328| tx_date = _date_text(first_low.get(\\\"datum\\\") or first_low.get(\\\"date\\\"))\\n 329| time = str(first_low.get(\\\"zeit\\\") or first_low.get(\\\"time\\\") or \\\"\\\").strip()\\n 330| store = str(first_low.get(\\\"filiale\\\") or first_low.get(\\\"store\\\") or \\\"Migros\\\").strip() or \\\"Migros\\\"\\n 331| register = str(first_low.get(\\\"kasse\\\") or first_low.get(\\\"kassennummer\\\") or first_low.get(\\\"register\\\") or \\\"\\\").strip()\\n 332| txn = str(first_low.get(\\\"transaktion\\\") or first_low.get(\\\"transaktionsnummer\\\") or first_low.get(\\\"bon\\\") or first_low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 333| total = sum(Decimal(_decimal_text(({_normalise(k): v for k, v in raw.items()}).get(\\\"umsatz\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"betrag\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"amount\\\")) or \\\"0\\\") for _, raw in items)\\n 334| amount = format(total, \\\"f\\\")\\n 335| needs_review = auto_category_id is None\\n 336| status = \\\"needs_review\\\" if needs_review else \\\"auto_categorized\\\"\\n 337| classification = \\\"migros_review_missing_category\\\" if needs_review else \\\"migros_receipt_food_household\\\"\\n 338| review_reason = \\\"migros_receipt_missing_food_household_category\\\" if needs_review else \\\"migros_receipt_auto_food_household\\\"\\n 339| row_ref = f\\\"BON:{tx_date}:{time}:{store}:{register}:{txn}\\\"[:180]\\n 340| ts = now()\\n 341| candidate_id = \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, tx_date, amount, \\\"Migros Bon\\\")\\n 342| inserted = _insert_candidate(conn, {\\n 343| \\\"transaction_candidate_id\\\": candidate_id,\\n 344| \\\"source_file_label\\\": source_file_label,\\n 345| \\\"source_row_or_range\\\": row_ref,\\n 346| \\\"source_type\\\": candidate_source_type,\\n 347| \\\"transaction_date\\\": tx_date,\\n 348| \\\"description\\\": f\\\"Migros Bon {store}\\\"[:300],\\n 349| \\\"merchant\\\": store,\\n 350| \\\"amount_original\\\": amount,\\n 351| \\\"currency_original\\\": \\\"CHF\\\",\\n 352| \\\"proposed_category_id\\\": None if needs_review else auto_category_id,\\n 353| \\\"proposed_category_name\\\": None if needs_review else auto_category_name,\\n 354| \\\"confidence\\\": \\\"0.90\\\" if not needs_review else \\\"0.60\\\",\\n 355| \\\"requires_review\\\": needs_review,\\n 356| \\\"status\\\": status,\\n 357| \\\"notes\\\": json.dumps({\\\"rule\\\": \\\"migros_receipt_food_household\\\", \\\"legacy_threshold_chf\\\": threshold_chf, \\\"line_items\\\": len(items), \\\"article_rows_are_detail_only\\\": True}, ensure_ascii=False),\\n 358| \\\"classification\\\": classification,\\n 359| \\\"review_reason\\\": review_reason,\\n 360| \\\"rule_id\\\": \\\"migros_receipt_food_household\\\" if not needs_review else \\\"migros_receipt_missing_category\\\",\\n 361| \\\"rule_name\\\": \\\"Migros Bon = Essen & Haushalt\\\" if not needs_review else \\\"Migros Bon Kategorie fehlt\\\",\\n 362| \\\"source_priority\\\": 90,\\n 363| \\\"receipt_key\\\": key,\\n 364| \\\"raw_fingerprint\\\": key,\\n 365| \\\"created_at\\\": ts,\\n 366| \\\"updated_at\\\": ts,\\n 367| })\\n 368| if inserted:\\n 369| created += 1\\n 370| auto += 0 if needs_review else 1\\n 371| review += 1 if needs_review else 0\\n 372| for idx, raw in items:\\n 373| low = {_normalise(k): v for k, v in raw.items()}\\n 374| item_amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 375| conn.execute(\\n 376| \\\"\\\"\\\"\\n 377| INSERT OR IGNORE INTO budget_import_line_items(\\n 378| line_item_id, transaction_candidate_id, source_file_label, receipt_key,\\n 379| source_row_or_range, item_name, quantity, is_promotion, amount_original,\\n 380| currency_original, raw_fingerprint, created_at\\n 381| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)\\n 382| \\\"\\\"\\\",\\n 383| (\\\"bline_\\\" + _fingerprint([source_file_label, key, idx]), candidate_id, source_file_label, key, f\\\"R{idx}\\\", str(low.get(\\\"artikel\\\") or low.get(\\\"article\\\") or \\\"\\\").strip(), str(low.get(\\\"menge\\\") or low.get(\\\"quantity\\\") or \\\"\\\").strip() or None, 1 if _normalise(low.get(\\\"aktion\\\") or \\\"\\\") in {\\\"1\\\", \\\"true\\\", \\\"ja\\\", \\\"yes\\\"} else 0, item_amount, _fingerprint([source_file_label, idx, raw]), ts),\\n 384| )\\n 385| line_count += 1\\n 386| conn.commit()\\n 387| return {\\\"receipt_candidate_count\\\": created, \\\"candidate_count\\\": created, \\\"line_item_count\\\": line_count, \\\"auto_assigned_count\\\": auto, \\\"review_required_count\\\": review, \\\"ignored_count\\\": ignored}\\n 388|\\n 389|\\n 390|def preview_migros_receipts_2026(conn: Connection, *, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 391| rows = conn.execute(\\n 392| \\\"\\\"\\\"\\n 393| SELECT status, COUNT(*) AS count\\n 394| FROM budget_transaction_candidates\\n 395| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 396| GROUP BY status\\n 397| \\\"\\\"\\\",\\n 398| (year,),\\n 399| ).fetchall()\\n 400| by_status = {str(r[\\\"status\\\"]): int(r[\\\"count\\\"] or 0) for r in rows}\\n 401| receipt_total = sum(by_status.values())\\n 402| confirmed = by_status.get(\\\"confirmed\\\", 0)\\n 403| open_count = sum(count for status, count in by_status.items() if status not in {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"})\\n 404| covered = conn.execute(\\n 405| \\\"\\\"\\\"\\n 406| SELECT COUNT(*) FROM budget_transaction_candidates\\n 407| WHERE status='covered_by_migros' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 408| \\\"\\\"\\\",\\n 409| (year,),\\n 410| ).fetchone()[0]\\n 411| line_items = conn.execute(\\n 412| \\\"\\\"\\\"\\n 413| SELECT COUNT(*)\\n 414| FROM budget_import_line_items li\\n 415| JOIN budget_transaction_candidates c ON c.transaction_candidate_id=li.transaction_candidate_id\\n 416| WHERE c.source_type='migros_receipt' AND substr(COALESCE(c.transaction_date,''),1,4)=?\\n 417| \\\"\\\"\\\",\\n 418| (year,),\\n 419| ).fetchone()[0]\\n 420| article_candidates = conn.execute(\\n 421| \\\"\\\"\\\"\\n 422| SELECT COUNT(*) FROM budget_transaction_candidates\\n 423| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 424| AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')\\n 425| AND COALESCE(source_type,'') NOT IN ('migros_receipt')\\n 426| AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n 427| \\\"\\\"\\\",\\n 428| (year,),\\n 429| ).fetchone()[0]\\n 430| return {\\n 431| \\\"year\\\": year,\\n 432| \\\"receipt_candidate_count\\\": receipt_total,\\n 433| \\\"confirmed_receipt_count\\\": confirmed,\\n 434| \\\"open_receipt_count\\\": open_count,\\n 435| \\\"covered_by_migros_count\\\": int(covered or 0),\\n 436| \\\"line_item_count\\\": int(line_items or 0),\\n 437| \\\"article_candidate_count\\\": int(article_candidates or 0),\\n 438| \\\"status_counts\\\": by_status,\\n 439| \\\"dry_run\\\": True,\\n 440| }\\n 441|\\n 442|\\n 443|def confirm_migros_receipts_2026(conn: Connection, *, account_id: str, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 444| if not account_id:\\n 445| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 446| category_id, category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 447| if not category_id:\\n 448| raise HTTPException(status_code=422, detail=\\\"Essen & Haushalt category required\\\")\\n 449| rows = conn.execute(\\n 450| \\\"\\\"\\\"\\n 451| SELECT * FROM budget_transaction_candidates\\n 452| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 453| AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')\\n 454| ORDER BY transaction_date, created_at\\n 455| \\\"\\\"\\\",\\n 456| (year,),\\n 457| ).fetchall()\\n 458| ts = now()\\n 459| confirmed = skipped = 0\\n 460| errors: list[dict[str, str]] = []\\n 461| for row in rows:\\n 462| cid = str(row[\\\"transaction_candidate_id\\\"])\\n 463| try:\\n 464| conn.execute(\\n 465| \\\"\\\"\\\"\\n 466| UPDATE budget_transaction_candidates\\n 467| SET proposed_category_id=?, proposed_category_name=?, confidence='0.98', requires_review=0,\\n 468| status='auto_categorized', classification='migros_receipt_food_household',\\n 469| review_reason='migros_receipt_auto_food_household', rule_id='migros_receipt_food_household',\\n 470|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=470 to continue reading (showing 300-469 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_WfqUNvNHyn41Jll85cByKbSs", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_EFaIlPGK0DmJgOBpZur0bYPZ", "call_id": "call_EFaIlPGK0DmJgOBpZur0bYPZ", "response_item_id": "fc_011cf4c4a2671bda016a0e02203dc481918bdeaec7e43fab7e", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":170,\"offset\":760,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 760|\\n 761|def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, import_session_id: str | None = None) -> list[dict[str, Any]]:\\n 762| clauses=[]; params=[]\\n 763| if budget_year:\\n 764| clauses.append(\\\"substr(transaction_date,1,4)=?\\\"); params.append(budget_year)\\n 765| if status == \\\"open\\\":\\n 766| clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n 767| elif status:\\n 768| clauses.append(\\\"status=?\\\"); params.append(status)\\n 769| elif not include_reference and not tab:\\n 770| clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n 771| if tab:\\n 772| mapping = {\\n 773| \\\"auto\\\": \\\"requires_review=0 AND status IN ('pending','auto_categorized')\\\",\\n 774| \\\"review\\\": \\\"requires_review=1 AND status IN ('needs_review','pending','transfer_candidate')\\\",\\n 775| \\\"subscriptions\\\": \\\"classification='subscription_auto'\\\",\\n 776| \\\"galaxus\\\": \\\"classification='galaxus_review'\\\",\\n 777| \\\"migros_over_50\\\": \\\"classification='migros_review_over_threshold'\\\",\\n 778| \\\"health\\\": \\\"classification='health_medical'\\\",\\n 779| \\\"auto_transport\\\": \\\"classification='auto_transport'\\\",\\n 780| \\\"shopping\\\": \\\"classification IN ('shopping','galaxus_review')\\\",\\n 781| \\\"pets\\\": \\\"classification='pets'\\\",\\n 782| \\\"unclear\\\": \\\"classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')\\\",\\n 783| \\\"covered_by_migros\\\": \\\"status='covered_by_migros'\\\",\\n 784| \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n 785| \\\"auto_ignored_duplicates\\\": \\\"status='auto_ignored_duplicate'\\\",\\n 786| \\\"covered_by_source\\\": \\\"status IN ('covered_by_migros','covered_by_source')\\\",\\n 787| \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n 788| \\\"bank\\\": \\\"source_type IN ('bank_csv','raiffeisen_bank','akb_bank')\\\",\\n 789| \\\"visa\\\": \\\"source_type='visa_credit_card' OR source_type='credit_card_csv'\\\",\\n 790| \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n 791| \\\"raiffeisen\\\": \\\"source_type='raiffeisen_bank'\\\",\\n 792| \\\"akb\\\": \\\"source_type='akb_bank'\\\",\\n 793| \\\"income\\\": \\\"classification='income_candidate'\\\",\\n 794| \\\"possible_income\\\": \\\"classification='possible_income'\\\",\\n 795| \\\"money_in\\\": \\\"classification IN ('income_candidate','possible_income')\\\",\\n 796| \\\"not_income_transfer\\\": \\\"classification IN ('transfer_candidate','investment_transfer','credit_card_payment') OR status='transfer_candidate'\\\",\\n 797| \\\"credit_card_payment\\\": \\\"classification='credit_card_payment'\\\",\\n 798| \\\"investment_transfers\\\": \\\"classification='investment_transfer'\\\",\\n 799| \\\"ignored\\\": \\\"status IN ('ignored','covered_by_migros','covered_by_source','superseded','reference_2025','archived_reference')\\\",\\n 800| }\\n 801| if tab in mapping:\\n 802| clauses.append(mapping[tab])\\n 803| if source_type:\\n 804| clauses.append(\\\"source_type=?\\\"); params.append(source_type)\\n 805| if import_session_id:\\n 806| clauses.append(\\\"import_session_id=?\\\"); params.append(import_session_id)\\n 807| if category_id:\\n 808| clauses.append(\\\"proposed_category_id=?\\\"); params.append(category_id)\\n 809| if merchant:\\n 810| clauses.append(\\\"lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?\\\"); params.append(f\\\"%{merchant.lower()}%\\\")\\n 811| if rule:\\n 812| clauses.append(\\\"lower(COALESCE(rule_id,'') || ' ' || COALESCE(rule_name,'') || ' ' || COALESCE(review_reason,'')) LIKE ?\\\"); params.append(f\\\"%{rule.lower()}%\\\")\\n 813| if min_confidence:\\n 814| clauses.append(\\\"CAST(COALESCE(confidence,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(min_confidence)\\n 815| if date_from:\\n 816| clauses.append(\\\"transaction_date>=?\\\"); params.append(date_from)\\n 817| if date_to:\\n 818| clauses.append(\\\"transaction_date<=?\\\"); params.append(date_to)\\n 819| if amount_min:\\n 820| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(amount_min)\\n 821| if amount_max:\\n 822| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) <= CAST(? AS REAL)\\\"); params.append(amount_max)\\n 823| where = \\\"WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n 824| sort_map = {\\\"date\\\": \\\"transaction_date\\\", \\\"merchant\\\": \\\"lower(COALESCE(merchant, description))\\\", \\\"category\\\": \\\"proposed_category_name\\\", \\\"confidence\\\": \\\"CAST(COALESCE(confidence,'0') AS REAL)\\\", \\\"source\\\": \\\"source_type\\\", \\\"status\\\": \\\"status\\\", \\\"created_at\\\": \\\"created_at\\\"}\\n 825| order_col = sort_map.get(sort_by, \\\"created_at\\\")\\n 826| direction = \\\"ASC\\\" if sort_dir.lower() == \\\"asc\\\" else \\\"DESC\\\"\\n 827| rows = conn.execute(f\\\"SELECT * FROM budget_transaction_candidates {where} ORDER BY {order_col} {direction}, created_at DESC LIMIT 500\\\", params).fetchall()\\n 828| return [_candidate_view(r) for r in rows]\\n 829|\\n 830|\\n 831|def reclassify_bank_income_candidates(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 832| \\\"\\\"\\\"Re-score existing AKB/Raiffeisen candidates without confirming bookings.\\\"\\\"\\\"\\n 833| cid_income, cname_income = _category_by_name(conn, [\\\"Lohn Marcel\\\", \\\"Einnahmen\\\", \\\"Sonstige Einnahmen\\\", \\\"Rückerstattungen\\\"])\\n 834| rows = conn.execute(\\n 835| \\\"\\\"\\\"\\n 836| SELECT * FROM budget_transaction_candidates\\n 837| WHERE source_type IN ('akb_bank','raiffeisen_bank','bank_csv')\\n 838| AND substr(COALESCE(transaction_date,''),1,4)=?\\n 839| AND status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference')\\n 840| \\\"\\\"\\\",\\n 841| (budget_year,),\\n 842| ).fetchall()\\n 843| counts = {\\\"scanned_count\\\": len(rows), \\\"income_candidate_count\\\": 0, \\\"possible_income_count\\\": 0, \\\"transfer_candidate_count\\\": 0, \\\"investment_transfer_count\\\": 0, \\\"credit_card_payment_count\\\": 0, \\\"unclear_money_in_count\\\": 0, \\\"updated_count\\\": 0}\\n 844| ts = now()\\n 845| for row in rows:\\n 846| meta = {}\\n 847| try:\\n 848| meta = json.loads(row[\\\"notes\\\"] or \\\"{}\\\") if str(row[\\\"notes\\\"] or \\\"\\\").startswith(\\\"{\\\") else {}\\n 849| except json.JSONDecodeError:\\n 850| meta = {}\\n 851| is_positive = str(meta.get(\\\"transaction_type\\\") or \\\"\\\").lower() == \\\"income\\\"\\n 852| decision = _bank_candidate_decision(str(row[\\\"description\\\"] or \\\"\\\"), is_positive=is_positive)\\n 853| classification = str(decision[\\\"classification\\\"])\\n 854| if is_positive and classification == \\\"bank_review\\\":\\n 855| counts[\\\"unclear_money_in_count\\\"] += 1\\n 856| if classification == \\\"income_candidate\\\": counts[\\\"income_candidate_count\\\"] += 1\\n 857| if classification == \\\"possible_income\\\": counts[\\\"possible_income_count\\\"] += 1\\n 858| if classification in {\\\"transfer_candidate\\\", \\\"investment_transfer\\\", \\\"credit_card_payment\\\"}: counts[\\\"transfer_candidate_count\\\"] += 1\\n 859| if classification == \\\"investment_transfer\\\": counts[\\\"investment_transfer_count\\\"] += 1\\n 860| if classification == \\\"credit_card_payment\\\": counts[\\\"credit_card_payment_count\\\"] += 1\\n 861| proposed_category_id = cid_income if classification in {\\\"income_candidate\\\", \\\"possible_income\\\"} else row[\\\"proposed_category_id\\\"]\\n 862| proposed_category_name = cname_income if classification in {\\\"income_candidate\\\", \\\"possible_income\\\"} else row[\\\"proposed_category_name\\\"]\\n 863| notes = json.dumps({\\\"transaction_type\\\": decision[\\\"transaction_type\\\"], \\\"reason\\\": decision[\\\"review_reason\\\"], \\\"reclassified_by\\\": \\\"income_csv_recognition_v1\\\"}, ensure_ascii=False)\\n 864| before = (row[\\\"status\\\"], row[\\\"classification\\\"], row[\\\"review_reason\\\"], row[\\\"proposed_category_id\\\"])\\n 865| after = (decision[\\\"status\\\"], classification, decision[\\\"review_reason\\\"], proposed_category_id)\\n 866| if before != after:\\n 867| conn.execute(\\n 868| \\\"\\\"\\\"\\n 869| UPDATE budget_transaction_candidates\\n 870| SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, updated_at=?\\n 871| WHERE transaction_candidate_id=?\\n 872| \\\"\\\"\\\",\\n 873| (decision[\\\"status\\\"], classification, 1 if decision[\\\"requires_review\\\"] else 0, decision[\\\"review_reason\\\"], decision[\\\"confidence\\\"], notes, proposed_category_id, proposed_category_name, ts, row[\\\"transaction_candidate_id\\\"]),\\n 874| )\\n 875| counts[\\\"updated_count\\\"] += 1\\n 876| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"bank_income_candidates_reclassified\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=f\\\"bank_income_reclassify_{budget_year}\\\", new_values=counts, created_by=\\\"system\\\")\\n 877| conn.commit()\\n 878| counts[\\\"audit_written\\\"] = 1 if audit_id else 0\\n 879| return counts\\n 880|\\n 881|\\n 882|def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n 883| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 884| if not row:\\n 885| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 886| payload = payload or {}\\n 887| cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n 888| notes = row[\\\"notes\\\"] or \\\"\\\"\\n 889| tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n 890| try:\\n 891| meta = json.loads(notes) if notes and notes.startswith(\\\"{\\\") else {}\\n 892| tx_type = payload.get(\\\"transaction_type\\\") or meta.get(\\\"transaction_type\\\") or tx_type\\n 893| except json.JSONDecodeError:\\n 894| pass\\n 895| if not cat_id and tx_type in {\\\"expense\\\", \\\"income\\\"}:\\n 896| raise HTTPException(status_code=422, detail=\\\"category required before confirm\\\")\\n 897| if cat_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (cat_id,)).fetchone():\\n 898| raise HTTPException(status_code=422, detail=\\\"active category required before confirm\\\")\\n 899| if not payload.get(\\\"account_id\\\"):\\n 900| raise HTTPException(status_code=422, detail=\\\"account_id required before confirm\\\")\\n 901| if not row[\\\"transaction_date\\\"]:\\n 902| raise HTTPException(status_code=422, detail=\\\"transaction date required before confirm\\\")\\n 903| if not row[\\\"amount_original\\\"]:\\n 904| raise HTTPException(status_code=422, detail=\\\"amount required before confirm\\\")\\n 905| if not row[\\\"currency_original\\\"]:\\n 906| raise HTTPException(status_code=422, detail=\\\"currency required before confirm\\\")\\n 907| return {\\n 908| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 909| \\\"summary\\\": \\\"Buchungskandidat übernehmen\\\",\\n 910| \\\"warnings\\\": [\\\"Möglicher Duplikat-Treffer\\\"] if row[\\\"duplicate_of_transaction_id\\\"] else ([] if cat_id or tx_type == \\\"transfer\\\" else [\\\"Kategorie fehlt\\\"]),\\n 911| \\\"payload\\\": {\\n 912| \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n 913| \\\"transaction_type\\\": tx_type,\\n 914| \\\"transaction_date\\\": payload.get(\\\"transaction_date\\\") or row[\\\"transaction_date\\\"],\\n 915| \\\"description\\\": payload.get(\\\"description\\\") or row[\\\"description\\\"],\\n 916| \\\"payee\\\": payload.get(\\\"payee\\\") or row[\\\"merchant\\\"],\\n 917| \\\"amount_original\\\": row[\\\"amount_original\\\"],\\n 918| \\\"currency_original\\\": row[\\\"currency_original\\\"],\\n 919| \\\"category_id\\\": cat_id,\\n 920| \\\"source_type\\\": \\\"import_candidate\\\",\\n 921| \\\"source_candidate_id\\\": candidate_id,\\n 922| \\\"notes\\\": f\\\"Confirmed from transaction candidate {candidate_id}\\\",\\n 923| },\\n 924| }\\n 925|\\n 926|\\n 927|def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 928| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 929| if not row:\\n 930|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=930 to continue reading (showing 760-929 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_EFaIlPGK0DmJgOBpZur0bYPZ", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_e5JK7cTxuBfYpJje4KwjH6mt", "call_id": "call_e5JK7cTxuBfYpJje4KwjH6mt", "response_item_id": "fc_011cf4c4a2671bda016a0e022553788191a0f2760f6ba0bba2", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":330,\"offset\":927,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 927|def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 928| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 929| if not row:\\n 930| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 931| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 932| raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n 933| if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n 934| raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n 935| if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n 936| raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n 937| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n 938| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 939| preview = preview_transaction_candidate(conn, candidate_id, payload)\\n 940| result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n 941| ts = now()\\n 942| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n 943| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n 944| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n 945| conn.commit()\\n 946| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n 947|\\n 948|\\n 949|def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 950| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 951| if not row:\\n 952| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 953| ts = now()\\n 954| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (note, ts, candidate_id))\\n 955| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"ignore\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"ignored\\\"}, created_by=\\\"user\\\")\\n 956| conn.commit()\\n 957| return {\\\"status\\\": \\\"ignored\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat ignoriert\\\"}\\n 958|\\n 959|\\n 960|def reopen_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 961| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 962| if not row:\\n 963| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 964| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 965| raise HTTPException(status_code=409, detail=\\\"confirmed candidates cannot be reopened\\\")\\n 966| new_status = \\\"needs_review\\\" if row[\\\"requires_review\\\"] else \\\"pending\\\"\\n 967| ts = now()\\n 968| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, review_reason=COALESCE(review_reason, 'user_reopened'), notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (new_status, note, ts, candidate_id))\\n 969| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"reopen\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": new_status}, user_text_note=note, created_by=\\\"user\\\")\\n 970| conn.commit()\\n 971| return {\\\"status\\\": new_status, \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat wieder geöffnet\\\"}\\n 972|\\n 973|\\n 974|def update_transaction_candidate_category(conn: Connection, candidate_id: str, category_id: str, note: str | None = None) -> dict[str, Any]:\\n 975| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 976| if not row:\\n 977| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 978| if not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (category_id,)).fetchone():\\n 979| raise HTTPException(status_code=422, detail=\\\"active category not found\\\")\\n 980| cname = _category_name(conn, category_id)\\n 981| ts = now()\\n 982| conn.execute(\\\"UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, requires_review=0, status='pending', review_reason='user_category_override', updated_at=? WHERE transaction_candidate_id=?\\\", (category_id, cname, ts, candidate_id))\\n 983| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"update_category\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values=row_to_dict(row), new_values={\\\"category_id\\\": category_id, \\\"category_name\\\": cname}, user_text_note=note, created_by=\\\"user\\\")\\n 984| conn.commit()\\n 985| return {\\\"status\\\": \\\"updated\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 986|\\n 987|\\n 988|def create_candidate_split(conn: Connection, candidate_id: str, splits: list[dict[str, Any]]) -> dict[str, Any]:\\n 989| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 990| if not row:\\n 991| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 992| if not splits:\\n 993| raise HTTPException(status_code=422, detail=\\\"splits required\\\")\\n 994| ts = now()\\n 995| conn.execute(\\\"DELETE FROM budget_candidate_splits WHERE transaction_candidate_id=?\\\", (candidate_id,))\\n 996| for split in splits:\\n 997| amount = _decimal_text(split.get(\\\"amount_original\\\"))\\n 998| if not amount:\\n 999| raise HTTPException(status_code=422, detail=\\\"split amount required\\\")\\n 1000| conn.execute(\\\"INSERT INTO budget_candidate_splits(split_id, transaction_candidate_id, category_id, amount_original, notes, created_at, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?)\\\", (new_id(\\\"bcsplit\\\"), candidate_id, split.get(\\\"category_id\\\"), amount, split.get(\\\"notes\\\"), ts, ts))\\n 1001| conn.execute(\\\"UPDATE budget_transaction_candidates SET requires_review=1, status='needs_review', review_reason='split_pending_confirm', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, candidate_id))\\n 1002| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"split\\\", entity_type=\\\"budget_transaction_candidate_split\\\", entity_id=candidate_id, new_values={\\\"split_count\\\": len(splits)}, created_by=\\\"user\\\")\\n 1003| conn.commit()\\n 1004| return {\\\"status\\\": \\\"split_created\\\", \\\"entity_id\\\": candidate_id, \\\"split_count\\\": len(splits), \\\"audit_id\\\": audit_id}\\n 1005|\\n 1006|\\n 1007|def mark_candidate_type(conn: Connection, candidate_id: str, candidate_type: str, note: str | None = None) -> dict[str, Any]:\\n 1008| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 1009| if not row:\\n 1010| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 1011| allowed = {\\n 1012| \\\"transfer\\\": (\\\"transfer_candidate\\\", \\\"transfer_candidate\\\", \\\"user_marked_transfer\\\", \\\"mark_transfer\\\"),\\n 1013| \\\"investment_transfer\\\": (\\\"transfer_candidate\\\", \\\"investment_transfer\\\", \\\"user_marked_investment_transfer\\\", \\\"mark_investment_transfer\\\"),\\n 1014| \\\"credit_card_payment\\\": (\\\"transfer_candidate\\\", \\\"credit_card_payment\\\", \\\"user_marked_credit_card_payment\\\", \\\"mark_credit_card_payment\\\"),\\n 1015| }\\n 1016| if candidate_type not in allowed:\\n 1017| raise HTTPException(status_code=422, detail=\\\"unsupported candidate type\\\")\\n 1018| status, classification, reason, action = allowed[candidate_type]\\n 1019| ts = now()\\n 1020| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, classification=?, requires_review=1, review_reason=?, notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (status, classification, reason, note, ts, candidate_id))\\n 1021| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=action, entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"], \\\"classification\\\": row[\\\"classification\\\"]}, new_values={\\\"status\\\": status, \\\"classification\\\": classification}, user_text_note=note, created_by=\\\"user\\\")\\n 1022| conn.commit()\\n 1023| return {\\\"status\\\": status, \\\"classification\\\": classification, \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 1024|\\n 1025|\\n 1026|def mark_candidate_transfer(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 1027| return mark_candidate_type(conn, candidate_id, \\\"transfer\\\", note)\\n 1028|\\n 1029|\\n 1030|def bulk_update_transaction_candidate_category(conn: Connection, *, candidate_ids: list[str], category_id: str, note: str | None = None) -> dict[str, int]:\\n 1031| updated = skipped = 0\\n 1032| for cid in candidate_ids:\\n 1033| row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1034| if not row or row[\\\"status\\\"] == \\\"confirmed\\\":\\n 1035| skipped += 1\\n 1036| continue\\n 1037| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Bulk category assignment\\\")\\n 1038| updated += 1\\n 1039| return {\\\"updated_count\\\": updated, \\\"skipped_count\\\": skipped}\\n 1040|\\n 1041|\\n 1042|def _safe_auto_candidate_where() -> str:\\n 1043| return \\\"\\\"\\\"\\n 1044| status IN ('pending','auto_categorized')\\n 1045| AND COALESCE(requires_review, 0)=0\\n 1046| AND duplicate_of_transaction_id IS NULL\\n 1047| AND COALESCE(covered_by_source, '')=''\\n 1048| AND (\\n 1049| classification='subscription_auto'\\n 1050| OR classification IN ('migros_auto_under_threshold','migros_receipt_food_household')\\n 1051| OR classification='auto_transport'\\n 1052| )\\n 1053| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%galaxus%'\\n 1054| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%digitec%'\\n 1055| \\\"\\\"\\\"\\n 1056|\\n 1057|\\n 1058|def preview_safe_auto_candidates(conn: Connection) -> dict[str, Any]:\\n 1059| rows = conn.execute(\\n 1060| f\\\"\\\"\\\"\\n 1061| SELECT classification, COUNT(*) AS count\\n 1062| FROM budget_transaction_candidates\\n 1063| WHERE {_safe_auto_candidate_where()}\\n 1064| GROUP BY classification\\n 1065| ORDER BY classification\\n 1066| \\\"\\\"\\\"\\n 1067| ).fetchall()\\n 1068| total = sum(int(r[\\\"count\\\"] or 0) for r in rows)\\n 1069| return {\\n 1070| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 1071| \\\"summary\\\": f\\\"{total} sichere Auto-Kandidaten bereit für Confirm\\\",\\n 1072| \\\"count\\\": total,\\n 1073| \\\"groups\\\": [row_to_dict(r) for r in rows],\\n 1074| \\\"warnings\\\": [\\\"Preview only: Confirm benötigt Zielkonto und bucht nur sichere Kandidaten.\\\"],\\n 1075| }\\n 1076|\\n 1077|\\n 1078|def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:\\n 1079| if not account_id:\\n 1080| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 1081| allowed_rows = conn.execute(f\\\"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {_safe_auto_candidate_where()}\\\").fetchall()\\n 1082| allowed_ids = {str(r[\\\"transaction_candidate_id\\\"]) for r in allowed_rows}\\n 1083| requested_ids = set(candidate_ids or allowed_ids)\\n 1084| confirmed = skipped = 0\\n 1085| for cid in sorted(requested_ids):\\n 1086| if cid not in allowed_ids:\\n 1087| skipped += 1\\n 1088| continue\\n 1089| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id})\\n 1090| confirmed += 1\\n 1091| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_safe_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"batch\\\", new_values={\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}, created_by=\\\"user\\\")\\n 1092| conn.commit()\\n 1093| return {\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}\\n 1094|\\n 1095|\\n 1096|def candidate_user_count_summary(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 1097| rows = conn.execute(\\n 1098| \\\"\\\"\\\"\\n 1099| SELECT status, classification, requires_review, duplicate_of_transaction_id\\n 1100| FROM budget_transaction_candidates\\n 1101| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 1102| \\\"\\\"\\\",\\n 1103| (budget_year,),\\n 1104| ).fetchall()\\n 1105| def count(pred):\\n 1106| return sum(1 for r in rows if pred(r))\\n 1107| normal_open = lambda r: r[\\\"status\\\"] in USER_OPEN_STATUSES\\n 1108| duplicates = lambda r: r[\\\"status\\\"] in USER_DUPLICATE_STATUSES or bool(r[\\\"duplicate_of_transaction_id\\\"])\\n 1109| covered = lambda r: r[\\\"status\\\"] in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}\\n 1110| already = lambda r: r[\\\"status\\\"] in {\\\"already_processed\\\", \\\"auto_ignored_duplicate\\\"}\\n 1111| return {\\n 1112| \\\"open_total\\\": count(normal_open),\\n 1113| \\\"auto_categorized\\\": count(lambda r: r[\\\"status\\\"] in {\\\"pending\\\", \\\"auto_categorized\\\"} and not bool(r[\\\"requires_review\\\"])),\\n 1114| \\\"review_needed\\\": count(lambda r: normal_open(r) and bool(r[\\\"requires_review\\\"])),\\n 1115| \\\"galaxus_digitec\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"galaxus_review\\\"),\\n 1116| \\\"migros_over_50\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"migros_review_over_threshold\\\"),\\n 1117| \\\"covered_by_source\\\": count(covered),\\n 1118| \\\"covered_by_migros\\\": count(lambda r: r[\\\"status\\\"] == \\\"covered_by_migros\\\"),\\n 1119| \\\"unclear\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] in {\\\"admin_other\\\", \\\"unclear\\\", \\\"legacy_csv_seed\\\", \\\"card_uncategorized\\\"}),\\n 1120| \\\"possible_duplicates\\\": count(duplicates),\\n 1121| \\\"transfer_candidates\\\": count(lambda r: normal_open(r) and (r[\\\"status\\\"] == \\\"transfer_candidate\\\" or r[\\\"classification\\\"] == \\\"transfer_candidate\\\")),\\n 1122| \\\"income_candidates\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"income_candidate\\\"),\\n 1123| \\\"possible_income\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"possible_income\\\"),\\n 1124| \\\"already_processed\\\": count(already),\\n 1125| }\\n 1126|\\n 1127|\\n 1128|def review_candidate_summary(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 1129| return candidate_user_count_summary(conn, budget_year=budget_year)\\n 1130|\\n 1131|\\n 1132|BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n 1133|BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n 1134|\\n 1135|\\n 1136|def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n 1137| status = str(row[\\\"status\\\"] or \\\"\\\")\\n 1138| classification = str(row[\\\"classification\\\"] or \\\"\\\")\\n 1139| if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n 1140| return \\\"duplicate_candidate_blocked\\\"\\n 1141| if status in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}:\\n 1142| return status\\n 1143| if status in {\\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"confirmed\\\", \\\"ignored\\\"}:\\n 1144| return f\\\"not_confirmable:{status}\\\"\\n 1145| if status == \\\"transfer_candidate\\\" or \\\"transfer\\\" in classification:\\n 1146| return \\\"transfer_candidate_blocked\\\"\\n 1147| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 1148| return \\\"outside_active_budget_year\\\"\\n 1149| if not row[\\\"proposed_category_id\\\"] and classification not in {\\\"income_candidate\\\", \\\"possible_income\\\"}:\\n 1150| return \\\"missing_category\\\"\\n 1151| if not row[\\\"transaction_date\\\"]:\\n 1152| return \\\"missing_transaction_date\\\"\\n 1153| if not row[\\\"amount_original\\\"]:\\n 1154| return \\\"missing_amount\\\"\\n 1155| if not row[\\\"currency_original\\\"]:\\n 1156| return \\\"missing_currency\\\"\\n 1157| return None\\n 1158|\\n 1159|\\n 1160|def _blocker_summary(conflicts: list[dict[str, Any]]) -> dict[str, int]:\\n 1161| def count(needle: str) -> int:\\n 1162| return sum(1 for c in conflicts if needle in str(c.get(\\\"reason\\\") or \\\"\\\"))\\n 1163| return {\\n 1164| \\\"duplicate_candidates\\\": count(\\\"duplicate\\\"),\\n 1165| \\\"covered_by_source\\\": count(\\\"covered_by_source\\\") + count(\\\"covered_by_migros\\\"),\\n 1166| \\\"transfer_candidates\\\": count(\\\"transfer\\\"),\\n 1167| \\\"without_category\\\": count(\\\"missing_category\\\"),\\n 1168| \\\"missing_required_fields\\\": count(\\\"missing_transaction_date\\\") + count(\\\"missing_amount\\\") + count(\\\"missing_currency\\\"),\\n 1169| \\\"not_confirmable\\\": count(\\\"not_confirmable\\\"),\\n 1170| }\\n 1171|\\n 1172|\\n 1173|def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 1174| rows = []\\n 1175| conflicts: list[dict[str, Any]] = []\\n 1176| categories: dict[str, int] = {}\\n 1177| sources: dict[str, int] = {}\\n 1178| possible_duplicates = 0\\n 1179| for cid in candidate_ids:\\n 1180| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1181| if not row:\\n 1182| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": \\\"missing\\\"}); continue\\n 1183| reason = _batch_confirm_block_reason(row, budget_year=budget_year)\\n 1184| if reason:\\n 1185| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": reason}); continue\\n 1186| try:\\n 1187| preview_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"category_id\\\": row[\\\"proposed_category_id\\\"], \\\"budget_year\\\": budget_year})\\n 1188| except Exception as exc:\\n 1189| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": str(getattr(exc, \\\"detail\\\", str(exc)))}); continue\\n 1190| rows.append(row)\\n 1191| categories[str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\")] = categories.get(str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\"), 0) + 1\\n 1192| sources[str(row[\\\"source_type\\\"] or \\\"Quelle unbekannt\\\")] = sources.get(str(row[\\\"source_type\\\"] or \\\"Quelle unbekannt\\\"), 0) + 1\\n 1193| if row[\\\"duplicate_of_transaction_id\\\"]:\\n 1194| possible_duplicates += 1\\n 1195| if not rows and conflicts:\\n 1196| raise HTTPException(status_code=409, detail={\\\"message\\\": \\\"no confirmable candidates\\\", \\\"conflicts\\\": conflicts, \\\"blockers\\\": _blocker_summary(conflicts)})\\n 1197| preview_id = new_id(\\\"batchprev\\\")\\n 1198| blockers = _blocker_summary(conflicts)\\n 1199| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates_preview\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id, new_values={\\\"count\\\": len(rows), \\\"conflicts\\\": len(conflicts), \\\"categories\\\": categories, \\\"sources\\\": sources, \\\"blockers\\\": blockers}, created_by=\\\"user\\\")\\n 1200| conn.commit()\\n 1201| return {\\\"preview_id\\\": preview_id, \\\"count\\\": len(rows), \\\"categories\\\": categories, \\\"sources\\\": sources, \\\"possible_duplicates\\\": possible_duplicates, \\\"conflicts\\\": conflicts, \\\"blockers\\\": blockers, \\\"can_confirm\\\": len(conflicts) == 0 and len(rows) > 0, \\\"requires_explicit_confirm\\\": True}\\n 1202|\\n 1203|\\n 1204|def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 1205| counts: dict[str, Any] = {\\\"updated_count\\\": 0, \\\"confirmed_count\\\": 0, \\\"ignored_count\\\": 0, \\\"reopened_count\\\": 0, \\\"transfer_count\\\": 0, \\\"covered_by_migros_count\\\": 0, \\\"skipped_count\\\": 0, \\\"errors\\\": []}\\n 1206| if action == \\\"confirm\\\" and not preview_id:\\n 1207| raise HTTPException(status_code=422, detail=\\\"batch confirm requires preview_id\\\")\\n 1208| for cid in candidate_ids:\\n 1209| try:\\n 1210| row_for_year = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1211| if not row_for_year:\\n 1212| raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 1213| if str(row_for_year[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 1214| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 1215| if action == \\\"category\\\":\\n 1216| if row_for_year[\\\"status\\\"] in BLOCKED_BULK_EDIT_STATUSES:\\n 1217| raise HTTPException(status_code=409, detail=f\\\"candidate not editable:{row_for_year['status']}\\\")\\n 1218| if not category_id: raise HTTPException(status_code=422, detail=\\\"category_id required\\\")\\n 1219| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Batch category assignment\\\"); counts[\\\"updated_count\\\"] += 1\\n 1220| elif action == \\\"confirm\\\":\\n 1221| reason = _batch_confirm_block_reason(row_for_year, budget_year=budget_year)\\n 1222| if reason:\\n 1223| raise HTTPException(status_code=409, detail=reason)\\n 1224| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"budget_year\\\": budget_year}); counts[\\\"confirmed_count\\\"] += 1\\n 1225| elif action == \\\"ignore\\\":\\n 1226| ignore_transaction_candidate(conn, cid, note or \\\"Batch ignore\\\"); counts[\\\"ignored_count\\\"] += 1\\n 1227| elif action == \\\"reopen\\\":\\n 1228| reopen_transaction_candidate(conn, cid, note or \\\"Batch reopen\\\"); counts[\\\"reopened_count\\\"] += 1\\n 1229| elif action == \\\"transfer\\\":\\n 1230| mark_candidate_transfer(conn, cid, note or \\\"Batch transfer\\\"); counts[\\\"transfer_count\\\"] += 1\\n 1231| elif action == \\\"covered_by_migros\\\":\\n 1232| ts = now(); row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1233| if not row: raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 1234| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='covered_by_migros', classification='covered_by_migros', covered_by_source='migros_csv', requires_review=0, review_reason='user_batch_marked_covered_by_migros', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, cid))\\n 1235| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"mark_covered_by_migros\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=cid, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"covered_by_migros\\\"}, created_by=\\\"user\\\")\\n 1236| counts[\\\"covered_by_migros_count\\\"] += 1\\n 1237| else:\\n 1238| raise HTTPException(status_code=422, detail=\\\"invalid batch action\\\")\\n 1239| except Exception as exc:\\n 1240| counts[\\\"skipped_count\\\"] += 1\\n 1241| detail = getattr(exc, \\\"detail\\\", str(exc))\\n 1242| counts[\\\"errors\\\"].append({\\\"candidate_id\\\": cid, \\\"error\\\": str(detail)})\\n 1243| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates\\\" if action == \\\"confirm\\\" else f\\\"batch_{action}_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id or \\\"batch\\\", new_values=counts | {\\\"candidate_count\\\": len(candidate_ids)}, created_by=\\\"user\\\")\\n 1244| conn.commit()\\n 1245| return counts | {\\\"audit_id\\\": audit_id}\\n 1246|\\n 1247|\\n 1248|def confirm_candidate_split(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 1249| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 1250| if not row:\\n 1251| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 1252| if row[\\\"status\\\"] in {\\\"confirmed\\\", \\\"ignored\\\", \\\"covered_by_migros\\\", \\\"superseded\\\"}:\\n 1253| raise HTTPException(status_code=409, detail=\\\"candidate is not splittable\\\")\\n 1254| splits = payload.get(\\\"splits\\\") or []\\n 1255| if not payload.get(\\\"account_id\\\"):\\n 1256| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 1257|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=1257 to continue reading (showing 927-1256 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_e5JK7cTxuBfYpJje4KwjH6mt", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Evaluating implementation issues**\n\nI’ve got a lot already implemented, but it seems the duplicate status lacks a specific “duplicate_blocked” feature. The normal tab might exclude this issue, but the “status=open” currently doesn’t include any duplicates. I think I need to run some tests to clarify this. I also need to better understand the schema columns and see if I can utilize the existing test helpers for this purpose. Let’s dig into that!", "finish_reason": "tool_calls", "reasoning_content": "**Evaluating implementation issues**\n\nI’ve got a lot already implemented, but it seems the duplicate status lacks a specific “duplicate_blocked” feature. The normal tab might exclude this issue, but the “status=open” currently doesn’t include any duplicates. I think I need to run some tests to clarify this. I also need to better understand the schema columns and see if I can utilize the existing test helpers for this purpose. Let’s dig into that!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgIuzkiSeMDVZqZyKp26onJElc6VqIBUpZATbIYY7aUZiEzbYk4YqCwXcZSaeR6zZEiwSU_BEc4TaGT6-l01ZYOQpxGzOX5RAhRbuvglu1RQwsc2qp6pLtXylUeq4z2JeODCR7gbu-VoIkwLeNHC1cAgidm-WO0x_3KScRFKexEBGMDH45dj-s2Kj0CoCKZnQwzNg6eOT-AeqI4dNvoNCyBWTAMGosFQ2vfaFoW_0JCLCUJwgij8oSSDOu88lt3dAhr24y8CgprX1mpGYPWlSaWu3VbJhuokoOXQDiIkwjcWs-Zm4a5WeFR37AcnbULOAaS78CRHramfsyvHmspNEIre0rgYI8wqes7TFVhmTZOsNgZIcViCjHEP0A3WIUeH-D4BECdiZcUWb3Zv7RD_4ION30AGdo0TQ-H5ycA7pV833qgnN-jb5_vceobg1MjV6OzlYo8TXupGM7wZ9aS2Ve5UBo8CE2ojTVk9gH7b0_bb399Iena-QHDeFZAwtDOJLLy3r6e0et6sNsMs4fWb04qdQODsmuK0egodh3Ns9vz0kfMsuxItx6CRYXkSX5SDqxV9oPjwIZBv2VX_g4ZvI5oBSwbh_oCUFAcqw55pNJKAJiDqCvOx7Yw5iyS0_sqe8q1e71V3W0IvibR5tO-H7rgIsr8j612cYDDx2nS_eYTcI9SOmftvMovTWnLrneDH2JPitub5dXHEV3YLppwJvzGmr61Hld6lyIIiE9WzKTh79fkQEf_b4fCe1oNXb1yXe4_UI0Zz64c0XspGE0utiYQomZ2mFfMw1hrt8iHnA4Wl-YZag4BiN4rphBFS9CuiCsIWfm7FN8OnIPQv0OdZyEFQmUox6i16nvAkucok7VeF9KMZWlnuOL6BxlfZSdJk6tKTryuuzMwHS43_ITJ2TnitLXxhW1gfkMZ799E_s6mki-5jkF5Q1qiA4zXYPnvSvTb7slKkmS2_EGhLvsRZTcsb-0bfxkEqKIrcKla0t9ksqz3RTURNHYlqjG1Z5EZzt2CviK1K56RuxJ8zK52ndecxoYPfcpFnCxiGHgNR_KU2uil-_pzEMOJNgDpzd1U3LAPXCFtgXS4RMhcIF-ndL2BAaNq9WGKt8iha3Zwe3d-j8zyzI1WjK2fbfz5ukM9fbqmeB8xwj8f6A4BOugZm4M5wIEHIwnEP0UWjx2dIJxYjpHgDIUQ3wjy3j8pXKhGQ3dAH", "id": "rs_011cf4c4a2671bda016a0e022a6bdc8191a6ead7e628cf7e48", "summary": [{"type": "summary_text", "text": "**Evaluating implementation issues**\n\nI’ve got a lot already implemented, but it seems the duplicate status lacks a specific “duplicate_blocked” feature. 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_account, food, income = setup_base(conn)\\n 38| samples = {\\n 39| \\\"visa_credit_card\\\": \\\"TransactionId,CardId,Date,ValutaDate,Amount,Currency,MerchantName,Details\\\\nT1,C1,2026-01-03,2026-01-04,-12.34,CHF,APPLE.COM,Bill\\\\n\\\",\\n 40| \\\"migros_receipts\\\": \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\",\\n 41| \\\"raiffeisen_bank\\\": \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\nCH00;2026-01-05;Lohn Marcel;123.45;1000;2026-01-05\\\\n\\\",\\n 42| \\\"akb_bank\\\": \\\"Buchung;Valuta;Buchungstext;Belastung;Gutschrift;Saldo CHF\\\\n05.01.2026;05.01.2026;Miete Verwaltung;88.00;;1000\\\\n\\\",\\n 43| }\\n 44| for profile, text in samples.items():\\n 45| result = import_budget_csv_text(conn, profile, text, source_file_label=f\\\"{profile}.csv\\\", dry_run=True, default_category_id=food, income_category_id=income)\\n 46| assert result[\\\"profile\\\"] == profile\\n 47| assert result[\\\"dry_run\\\"] is True\\n 48| assert result[\\\"parsed_rows\\\"] >= 1\\n 49| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates\\\").fetchone()[0] == 0\\n 50|\\n 51|\\n 52|def test_import_is_idempotent_and_marks_already_processed_rows() -> None:\\n 53| conn = db(); _account, food, _income = setup_base(conn)\\n 54| csv_text = \\\"TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\\\\nTID-1,CARD-1,2026-02-01,-10.00,CHF,Netflix,Subscription\\\\n\\\"\\n 55|\\n 56| first = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 57| second = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 58|\\n 59| assert first[\\\"candidate_count\\\"] == 1\\n 60| assert second[\\\"candidate_count\\\"] == 0\\n 61| assert second[\\\"already_processed_count\\\"] == 1\\n 62| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates\\\").fetchone()[0] == 1\\n 63|\\n 64|\\n 65|def test_import_marks_existing_confirmed_transaction_as_duplicate_existing() -> None:\\n 66| conn = db(); account, food, _income = setup_base(conn)\\n 67| confirm_budget_transaction(conn, {\\n 68| \\\"account_id\\\": account,\\n 69| \\\"transaction_type\\\": \\\"expense\\\",\\n 70| \\\"transaction_date\\\": \\\"2026-02-10\\\",\\n 71| \\\"description\\\": \\\"Manual Netflix\\\",\\n 72| \\\"amount_original\\\": \\\"10.00\\\",\\n 73| \\\"currency_original\\\": \\\"CHF\\\",\\n 74| \\\"category_id\\\": food,\\n 75| \\\"source_type\\\": \\\"manual\\\",\\n 76| })\\n 77| csv_text = \\\"TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\\\\nTID-2,CARD-1,2026-02-10,-10.00,CHF,Netflix,Subscription\\\\n\\\"\\n 78|\\n 79| result = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 80| row = list_transaction_candidates(conn, tab=\\\"duplicates\\\", include_reference=True)[0]\\n 81|\\n 82| assert result[\\\"possible_duplicate_count\\\"] == 1\\n 83| assert row[\\\"status\\\"] == \\\"duplicate_candidate\\\"\\n 84|\\n 85|\\n 86|def test_bank_import_classifies_transfers_true_wealth_credit_card_payment_and_income() -> None:\\n 87| conn = db(); _account, _food, income = setup_base(conn)\\n 88| csv_text = \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\nCH1;2026-03-01;Übertrag an AKB eigenes Konto;-100.00;0;2026-03-01\\\\nCH1;2026-03-02;True Wealth Einzahlung;-200.00;0;2026-03-02\\\\nCH1;2026-03-03;VISA Kartenabrechnung;-300.00;0;2026-03-03\\\\nCH1;2026-03-04;Lohn Marcel;400.00;0;2026-03-04\\\\n\\\"\\n 89|\\n 90| result = import_budget_csv_text(conn, \\\"raiffeisen_bank\\\", csv_text, source_file_label=\\\"raiffeisen.csv\\\", dry_run=False, income_category_id=income)\\n 91| candidates = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 92| classifications = [c[\\\"classification\\\"] for c in candidates]\\n 93|\\n 94| assert result[\\\"transfer_candidate_count\\\"] >= 3\\n 95| assert \\\"transfer_candidate\\\" in classifications\\n 96| assert \\\"investment_transfer\\\" in classifications\\n 97| assert \\\"credit_card_payment\\\" in classifications\\n 98| assert \\\"income_candidate\\\" in classifications\\n 99| assert all(c[\\\"status\\\"] != \\\"confirmed\\\" for c in candidates)\\n 100|\\n 101|\\n 102|def test_migros_import_creates_one_receipt_candidate_and_detail_line_items() -> None:\\n 103| conn = db(); _account, food, _income = setup_base(conn)\\n 104| csv_text = \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\"\\n 105|\\n 106| result = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"migros.csv\\\", dry_run=False, default_category_id=food)\\n 107|\\n 108| assert result[\\\"candidate_count\\\"] == 1\\n 109| assert result[\\\"line_item_count\\\"] == 2\\n 110| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE source_type='migros_receipts'\\\").fetchone()[0] == 1\\n 111| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_import_line_items\\\").fetchone()[0] == 2\\n 112|\\n 113|\\n 114|def test_bank_income_recognition_patterns_and_negative_guards() -> None:\\n 115| conn = db(); _account, _food, income = setup_base(conn)\\n 116| csv_text = \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\n\\\" \\\\\\n 117| \\\"CH1;2026-04-01;ERNE AG Lohnzahlung;10.00;0;2026-04-01\\\\n\\\" \\\\\\n 118| \\\"CH1;2026-04-02;Musikschule Lohn Melanie;11.00;0;2026-04-02\\\\n\\\" \\\\\\n 119| \\\"CH1;2026-04-03;Gasser Bauunternehmen Salär;12.00;0;2026-04-03\\\\n\\\" \\\\\\n 120| \\\"CH1;2026-04-04;Bonus Gratifikation;13.00;0;2026-04-04\\\\n\\\" \\\\\\n 121| \\\"CH1;2026-04-05;Solarstrom Rückvergütung;14.00;0;2026-04-05\\\\n\\\" \\\\\\n 122| \\\"CH1;2026-04-06;AKB Umbuchung eigenes Konto;15.00;0;2026-04-06\\\\n\\\" \\\\\\n 123| \\\"CH1;2026-04-07;True Wealth Einzahlung;16.00;0;2026-04-07\\\\n\\\" \\\\\\n 124| \\\"CH1;2026-04-08;VISA Kartenabrechnung;17.00;0;2026-04-08\\\\n\\\"\\n 125| import_budget_csv_text(conn, \\\"raiffeisen_bank\\\", csv_text, source_file_label=\\\"raiffeisen.csv\\\", dry_run=False, income_category_id=income)\\n 126| rows = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 127| by_desc = {r[\\\"description\\\"]: r for r in rows}\\n 128| assert by_desc[\\\"ERNE AG Lohnzahlung\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 129| assert by_desc[\\\"Musikschule Lohn Melanie\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 130| assert by_desc[\\\"Gasser Bauunternehmen Salär\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 131| assert by_desc[\\\"Bonus Gratifikation\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 132| assert by_desc[\\\"Solarstrom Rückvergütung\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 133| assert by_desc[\\\"AKB Umbuchung eigenes Konto\\\"][\\\"classification\\\"] == \\\"transfer_candidate\\\"\\n 134| assert by_desc[\\\"True Wealth Einzahlung\\\"][\\\"classification\\\"] == \\\"investment_transfer\\\"\\n 135| assert by_desc[\\\"VISA Kartenabrechnung\\\"][\\\"classification\\\"] == \\\"credit_card_payment\\\"\\n 136|\\n 137|\\n 138|def test_reclassify_existing_akb_raiffeisen_candidates_without_confirming() -> None:\\n 139| conn = db(); account, _food, income = setup_base(conn)\\n 140| import_budget_csv_text(conn, \\\"akb_bank\\\", \\\"Buchung;Valuta;Buchungstext;Belastung;Gutschrift;Saldo CHF\\\\n01.04.2026;01.04.2026;ERNE Lohn;;10.00;0\\\\n02.04.2026;02.04.2026;AKB Raiffeisen Übertrag;;10.00;0\\\\n\\\", source_file_label=\\\"akb.csv\\\", dry_run=False, income_category_id=income)\\n 141| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='needs_review', classification='bank_review', proposed_category_id=NULL, proposed_category_name=NULL\\\")\\n 142| result = reclassify_bank_income_candidates(conn, budget_year=\\\"2026\\\")\\n 143| rows = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 144| assert result[\\\"updated_count\\\"] >= 2\\n 145| assert rows[0][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 146| assert rows[0][\\\"status\\\"] == \\\"pending\\\"\\n 147| assert rows[1][\\\"classification\\\"] == \\\"transfer_candidate\\\"\\n 148| assert all(r[\\\"status\\\"] != \\\"confirmed\\\" for r in rows)\\n 149| confirmed = confirm_transaction_candidate(conn, rows[0][\\\"transaction_candidate_id\\\"], {\\\"account_id\\\": account, \\\"category_id\\\": income, \\\"transaction_type\\\": \\\"income\\\", \\\"budget_year\\\": \\\"2026\\\"})\\n 150| assert confirmed[\\\"status\\\"] == \\\"confirmed\\\"\\n 151| tx = conn.execute(\\\"SELECT transaction_type, source_type, source_candidate_id, status FROM budget_transactions WHERE budget_transaction_id=?\\\", (confirmed[\\\"entity_id\\\"],)).fetchone()\\n 152| assert dict(tx) == {\\\"transaction_type\\\": \\\"income\\\", \\\"source_type\\\": \\\"import_candidate\\\", \\\"source_candidate_id\\\": rows[0][\\\"transaction_candidate_id\\\"], \\\"status\\\": \\\"confirmed\\\"}\\n 153|\", \"total_lines\": 152, \"file_size\": 10092, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_VrmYocul2Dpahpb5Of5gTY4W", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!", "finish_reason": "tool_calls", "reasoning_content": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgI8SwYQ_lFLFefFYcWbzs2oR0UUfwF6X08ZOERnWNSUqAVNuqwMTxLtLRL62L6UiH9-p2NqDBin9Sy--Ji4hps6vt8ucfDb-IhMPEBNcK9jBrLVN4wp4PZ3yHCbdQ_tksqQD0Y7B_D5NDFBrL10eNvTcFhZ6sK1u7nB5SipjmraAa9J8qatpKI2mvSCQQR8EAwNCYiqbcn9FsSHRXED5TdHfc9jHQ3k_CgoGbGOwZ_gU97WZXIHVCwxQ4p2lNNTfDoV_wQKWT01RqyvggOJfVEbEexQsa2k3yfZOhnG7VzCfUev3fYtsbItcvR5fENmhjaLo_HVvbF3SPLYcYpx4jDWVWtyj6ejq_cxRtse4OBaVDR_2Rz92GWceoopFTDtwS5PbP74kzu8Lv85NR0E2afbsnSHyrq9eo_mv4FSYIUyL8Frm3VZ-jwj6Y8neik9CH1M0cu-ezVRmH86icV6TQTBRjSDgftzV14a28RGAgUpQE4uR7CxF4sJ5J-f6j78dF_X9sTqGio1bmTGx4wGGQcq9L4CYX5Lg2LvuofzoD2_pJCThZ8ft3mOJ0lx8HEUrIhA7T49cglizj2H4xARXsu0RyN2uuG4HsU2yLhTb2X-a8ExItgZnQpGnIntJrQkTxIz3Cc7ZidRsUiCVQcsuD4FgBLPRfPGzix27n-DkzxvFxdWUS9UZPRJvnB-58JRIInY5PG-I5IHNtlMWvpz4OtYAFc1KWFva8W2OTisQNuMc7cA_csqFwmnSKbigqnjpfTy8BNJmzN4Rb8fMshw0qXLm5hZ2CFgZ1braY8Si51AwbXiQ3liOtnScXrMJD167ISOeXFIS-TcEUeMwVC_O9TVPVkphO2qGYDiEiQjy503cnFp7Z3ooEn8SvMr3NHzf9w4Rjv_k4l8bt1dq4xhXYOiCaKAeevUYioHyulMDtvrEL_r_rzwALcwJBwLO7l7yQYqjIUTcIhDURk80MHLTcDK_XZPCqrKvpr3HQZkoiVySYydrsZa47pEtr7C7h4rtc3to30JJ10gUle_JJzc8jn2STEb34fxPx28Kgck40C5LvCgyUfy_OzkVvD6FKXCbjO1SKFmU7cyafjDPWhO_ukNxJrAkYQbVLdwHQTqN7euvR7fulOEarxlShqFPnMePdFW052WhTPm74_ebE0sTHDCr2VEgtICGLrKf10F3tNtqL873W1OaU89GSmwEAuGBIS8DndVuxSB-qoD_uRpYTSbgg==", "id": "rs_011cf4c4a2671bda016a0e0237c1708191a8af62ec50805f8b", "summary": [{"type": "summary_text", "text": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!"}]}], "tool_calls": [{"id": "call_OVLUZze7Fs6y2AeiyRjPsdzP", "call_id": "call_OVLUZze7Fs6y2AeiyRjPsdzP", "response_item_id": "fc_011cf4c4a2671bda016a0e023b9a788191ac4fb8af19c9ea3a", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('src/jarvis_finance/services/budget_csv_imports.py')\\nfor i,l in enumerate(p.read_text().splitlines(),1):\\n if 'migros' in l.lower() or 'seed_migros' in l: print(i,l[:180])\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "terminal", "content": "{\"output\": \"13 seed_migros_candidates_from_rows,\\n48 default_rules=(\\\"migros_covered_by_migros\\\", \\\"subscriptions_review\\\", \\\"galaxus_review\\\"),\\n50 \\\"migros_receipts\\\": ImportProfile(\\n51 name=\\\"migros_receipts\\\",\\n52 source_type=\\\"migros_receipts\\\",\\n53 filename_patterns=(\\\"migros\\\", \\\"cumulus\\\"),\\n107 return \\\"migros_receipts\\\"\\n169 seed = seed_credit_card_candidates_from_rows(conn, rows, source_file_label=source_file_label, subscription_category_id=default_category_id, migros_covered=True, candidate_s\\n170 elif profile.name == \\\"migros_receipts\\\":\\n171 seed = seed_migros_candidates_from_rows(conn, rows, source_file_label=source_file_label, auto_category_id=default_category_id, candidate_source_type=profile.source_type)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_OVLUZze7Fs6y2AeiyRjPsdzP", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_MzbHRTvycv0rCfW5ylZTW7JQ", "call_id": "call_MzbHRTvycv0rCfW5ylZTW7JQ", "response_item_id": "fc_011cf4c4a2671bda016a0e023fd6a081919eeabd95832ca978", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":210,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_csv_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import csv\\n 4|from dataclasses import dataclass\\n 5|from io import StringIO\\n 6|from sqlite3 import Connection\\n 7|from typing import Any\\n 8|\\n 9|from jarvis_finance.services.budget_imports import (\\n 10| detect_duplicate_candidates,\\n 11| seed_bank_transfer_candidates_from_rows,\\n 12| seed_credit_card_candidates_from_rows,\\n 13| seed_migros_candidates_from_rows,\\n 14|)\\n 15|\\n 16|\\n 17|@dataclass(frozen=True)\\n 18|class ImportProfile:\\n 19| name: str\\n 20| source_type: str\\n 21| filename_patterns: tuple[str, ...]\\n 22| delimiter: str\\n 23| encoding: str\\n 24| date_columns: tuple[str, ...]\\n 25| booking_date_columns: tuple[str, ...]\\n 26| description_columns: tuple[str, ...]\\n 27| amount_columns: tuple[str, ...]\\n 28| currency_columns: tuple[str, ...]\\n 29| account_columns: tuple[str, ...]\\n 30| fingerprint_columns: tuple[str, ...]\\n 31| default_rules: tuple[str, ...]\\n 32|\\n 33|\\n 34|IMPORT_PROFILES: dict[str, ImportProfile] = {\\n 35| \\\"visa_credit_card\\\": ImportProfile(\\n 36| name=\\\"visa_credit_card\\\",\\n 37| source_type=\\\"visa_credit_card\\\",\\n 38| filename_patterns=(\\\"visa\\\", \\\"kreditkarte\\\", \\\"credit\\\", \\\"card\\\"),\\n 39| delimiter=\\\",\\\",\\n 40| encoding=\\\"utf-8-sig\\\",\\n 41| date_columns=(\\\"Date\\\", \\\"ValutaDate\\\"),\\n 42| booking_date_columns=(\\\"ValutaDate\\\",),\\n 43| description_columns=(\\\"MerchantName\\\", \\\"Details\\\", \\\"MerchantPlace\\\"),\\n 44| amount_columns=(\\\"Amount\\\",),\\n 45| currency_columns=(\\\"Currency\\\",),\\n 46| account_columns=(\\\"CardId\\\",),\\n 47| fingerprint_columns=(\\\"TransactionId\\\", \\\"CardId\\\", \\\"Date\\\", \\\"Amount\\\", \\\"Currency\\\", \\\"MerchantName\\\"),\\n 48| default_rules=(\\\"migros_covered_by_migros\\\", \\\"subscriptions_review\\\", \\\"galaxus_review\\\"),\\n 49| ),\\n 50| \\\"migros_receipts\\\": ImportProfile(\\n 51| name=\\\"migros_receipts\\\",\\n 52| source_type=\\\"migros_receipts\\\",\\n 53| filename_patterns=(\\\"migros\\\", \\\"cumulus\\\"),\\n 54| delimiter=\\\";\\\",\\n 55| encoding=\\\"utf-8-sig\\\",\\n 56| date_columns=(\\\"Datum\\\",),\\n 57| booking_date_columns=(\\\"Datum\\\", \\\"Zeit\\\"),\\n 58| description_columns=(\\\"Filiale\\\", \\\"Artikel\\\"),\\n 59| amount_columns=(\\\"Umsatz\\\",),\\n 60| currency_columns=(),\\n 61| account_columns=(\\\"Filiale\\\",),\\n 62| fingerprint_columns=(\\\"Datum\\\", \\\"Zeit\\\", \\\"Filiale\\\", \\\"Kassennummer\\\", \\\"Transaktionsnummer\\\"),\\n 63| default_rules=(\\\"receipt_level_candidate\\\", \\\"article_rows_detail_only\\\", \\\"food_household_default\\\"),\\n 64| ),\\n 65| \\\"raiffeisen_bank\\\": ImportProfile(\\n 66| name=\\\"raiffeisen_bank\\\",\\n 67| source_type=\\\"raiffeisen_bank\\\",\\n 68| filename_patterns=(\\\"raiffeisen\\\",),\\n 69| delimiter=\\\";\\\",\\n 70| encoding=\\\"cp1252\\\",\\n 71| date_columns=(\\\"Booked At\\\", \\\"Valuta Date\\\"),\\n 72| booking_date_columns=(\\\"Valuta Date\\\",),\\n 73| description_columns=(\\\"Text\\\",),\\n 74| amount_columns=(\\\"Credit/Debit Amount\\\",),\\n 75| currency_columns=(),\\n 76| account_columns=(\\\"IBAN\\\",),\\n 77| fingerprint_columns=(\\\"IBAN\\\", \\\"Booked At\\\", \\\"Text\\\", \\\"Credit/Debit Amount\\\", \\\"Valuta Date\\\"),\\n 78| default_rules=(\\\"income_detection\\\", \\\"internal_transfer_detection\\\", \\\"true_wealth_investment_transfer\\\", \\\"credit_card_payment\\\"),\\n 79| ),\\n 80| \\\"akb_bank\\\": ImportProfile(\\n 81| name=\\\"akb_bank\\\",\\n 82| source_type=\\\"akb_bank\\\",\\n 83| filename_patterns=(\\\"akb\\\", \\\"aargauische\\\", \\\"kantonalbank\\\"),\\n 84| delimiter=\\\";\\\",\\n 85| encoding=\\\"utf-8-sig\\\",\\n 86| date_columns=(\\\"Buchung\\\", \\\"Valuta\\\"),\\n 87| booking_date_columns=(\\\"Valuta\\\",),\\n 88| description_columns=(\\\"Buchungstext\\\",),\\n 89| amount_columns=(\\\"Belastung\\\", \\\"Gutschrift\\\"),\\n 90| currency_columns=(),\\n 91| account_columns=(),\\n 92| fingerprint_columns=(\\\"Buchung\\\", \\\"Valuta\\\", \\\"Buchungstext\\\", \\\"Belastung\\\", \\\"Gutschrift\\\"),\\n 93| default_rules=(\\\"income_detection\\\", \\\"internal_transfer_detection\\\", \\\"credit_card_payment\\\"),\\n 94| ),\\n 95|}\\n 96|\\n 97|\\n 98|def _norm(value: object) -> str:\\n 99| return str(value or \\\"\\\").strip().lower().replace(\\\"\\\\ufeff\\\", \\\"\\\")\\n 100|\\n 101|\\n 102|def detect_import_profile(columns: list[str]) -> str | None:\\n 103| normalized = {_norm(c) for c in columns}\\n 104| if {\\\"transactionid\\\", \\\"cardid\\\", \\\"date\\\", \\\"amount\\\", \\\"merchantname\\\"}.issubset(normalized):\\n 105| return \\\"visa_credit_card\\\"\\n 106| if {\\\"datum\\\", \\\"zeit\\\", \\\"filiale\\\", \\\"transaktionsnummer\\\", \\\"artikel\\\", \\\"umsatz\\\"}.issubset(normalized):\\n 107| return \\\"migros_receipts\\\"\\n 108| if {\\\"iban\\\", \\\"booked at\\\", \\\"text\\\", \\\"credit/debit amount\\\"}.issubset(normalized):\\n 109| return \\\"raiffeisen_bank\\\"\\n 110| if {\\\"buchung\\\", \\\"valuta\\\", \\\"buchungstext\\\", \\\"belastung\\\", \\\"gutschrift\\\"}.issubset(normalized):\\n 111| return \\\"akb_bank\\\"\\n 112| return None\\n 113|\\n 114|\\n 115|def parse_budget_csv_text(csv_text: str, profile_name: str | None = None) -> dict[str, Any]:\\n 116| sample = csv_text[:8192]\\n 117| delimiter = IMPORT_PROFILES.get(profile_name or \\\"\\\", ImportProfile(\\\"\\\", \\\"\\\", (), \\\";\\\", \\\"utf-8\\\", (), (), (), (), (), (), (), ())).delimiter\\n 118| try:\\n 119| delimiter = csv.Sniffer().sniff(sample, delimiters=\\\";,\\\\t|\\\").delimiter\\n 120| except csv.Error:\\n 121| pass\\n 122| reader = csv.DictReader(StringIO(csv_text), delimiter=delimiter)\\n 123| rows = [dict(r) for r in reader]\\n 124| columns = reader.fieldnames or []\\n 125| detected = profile_name or detect_import_profile(list(columns))\\n 126| if detected is None:\\n 127| raise ValueError(\\\"unsupported budget CSV profile\\\")\\n 128| return {\\\"profile\\\": detected, \\\"delimiter\\\": delimiter, \\\"columns\\\": columns, \\\"rows\\\": rows}\\n 129|\\n 130|\\n 131|def import_profile_specs() -> list[dict[str, Any]]:\\n 132| return [p.__dict__ for p in IMPORT_PROFILES.values()]\\n 133|\\n 134|\\n 135|def _existing_fingerprints(conn: Connection) -> set[str]:\\n 136| return {str(r[\\\"raw_fingerprint\\\"]) for r in conn.execute(\\\"SELECT raw_fingerprint FROM budget_transaction_candidates WHERE raw_fingerprint IS NOT NULL\\\").fetchall()}\\n 137|\\n 138|\\n 139|def _result(profile: str, dry_run: bool, parsed_rows: int, seed_result: dict[str, Any] | None = None, already: int = 0) -> dict[str, Any]:\\n 140| base = {\\\"profile\\\": profile, \\\"dry_run\\\": dry_run, \\\"parsed_rows\\\": parsed_rows, \\\"already_processed_count\\\": already}\\n 141| if seed_result:\\n 142| base.update(seed_result)\\n 143| base.setdefault(\\\"candidate_count\\\", 0)\\n 144| base.setdefault(\\\"possible_duplicate_count\\\", 0)\\n 145| base.setdefault(\\\"transfer_candidate_count\\\", 0)\\n 146| base.setdefault(\\\"income_candidate_count\\\", 0)\\n 147| base.setdefault(\\\"line_item_count\\\", 0)\\n 148| return base\\n 149|\\n 150|\\n 151|def import_budget_csv_text(\\n 152| conn: Connection,\\n 153| profile_name: str,\\n 154| csv_text: str,\\n 155| *,\\n 156| source_file_label: str,\\n 157| dry_run: bool = True,\\n 158| default_category_id: str | None = None,\\n 159| income_category_id: str | None = None,\\n 160|) -> dict[str, Any]:\\n 161| parsed = parse_budget_csv_text(csv_text, profile_name)\\n 162| profile = IMPORT_PROFILES[parsed[\\\"profile\\\"]]\\n 163| rows = parsed[\\\"rows\\\"]\\n 164| if dry_run:\\n 165| return _result(profile.name, True, len(rows), {\\\"would_create_candidate_count\\\": len(rows)})\\n 166|\\n 167| before = _existing_fingerprints(conn)\\n 168| if profile.name == \\\"visa_credit_card\\\":\\n 169| seed = seed_credit_card_candidates_from_rows(conn, rows, source_file_label=source_file_label, subscription_category_id=default_category_id, migros_covered=True, candidate_source_type=profile.source_type)\\n 170| elif profile.name == \\\"migros_receipts\\\":\\n 171| seed = seed_migros_candidates_from_rows(conn, rows, source_file_label=source_file_label, auto_category_id=default_category_id, candidate_source_type=profile.source_type)\\n 172| elif profile.name in {\\\"raiffeisen_bank\\\", \\\"akb_bank\\\"}:\\n 173| seed = seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=source_file_label, income_category_id=income_category_id, candidate_source_type=profile.source_type)\\n 174| else: # pragma: no cover - guarded by profile map\\n 175| raise ValueError(f\\\"unsupported profile {profile.name}\\\")\\n 176|\\n 177| duplicate_result = detect_duplicate_candidates(conn)\\n 178| after = _existing_fingerprints(conn)\\n 179| already = max(0, len(before) + len(rows) - len(after))\\n 180| if duplicate_result.get(\\\"duplicate_count\\\"):\\n 181| seed[\\\"possible_duplicate_count\\\"] = max(int(seed.get(\\\"possible_duplicate_count\\\") or 0), int(duplicate_result[\\\"duplicate_count\\\"]))\\n 182| return _result(profile.name, False, len(rows), seed, already=already)\\n 183|\", \"total_lines\": 182, \"file_size\": 7797, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_MzbHRTvycv0rCfW5ylZTW7JQ", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "user", "content": "[Your active task list was preserved across context compression]\n- [>] dup-0. Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren (in_progress)\n- [ ] dup-1. RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen (pending)\n- [ ] dup-2. Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren (pending)\n- [ ] dup-3. Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen (pending)\n- [ ] dup-4. Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen (pending)\n- [ ] dup-5. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity (pending)\n- [ ] dup-6. Commit, Push, Remote-Hash, Abschlussbericht (pending)", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgLBx8o0UzVP42GutN8MoMNM_5ok3nIXSTQP7IAwiw0IVNEUdmgeCpaV4HKUFp3muQcCcJa7s8bDAdU0mVDDqCpoozTqScvtqQzrlN64wqZHezcK3c5ODcn481xkutAwVtdxsr7EfZ1rMygr22XeAHs27w8_TPxzL26Y4XKjkX8QImSA2VmJqdEuKE_m4_PEyFE0_y1CQz_s9IkS9Xajz2c_jLNFBCi-6mFSANBZlnc7tTSMkoB8OF1LeX8MYBOubOVUd_PiBge_cOWqXQK6tKAxSJHYc8BZuyC2klEHQqWe1keOEUyOmwKb0qzlh3t5pIzRrluf6BEakyHbvWRzOSCs8iRZ-1cDu9KJpkybesxuVqOeDatPU7036si_CNHFoTgFKSvjaawS1V_Lnnw236Ey87cEbc_7gzpwzWM2QcF-jTnPoLogLuyGO1Xnli8KIDU5NhSd51r2b-mTLKdylUca3j5BLIpvABxEMZgJ0SdypvUrPCNKndxw68FrivrIBgpCocg0k_241uttICbzKBdqOoa7-OiAR96mm5WfJD2oIOPdkhvRkuWpAWA0wQjbVTQInpjkiBqH1GTDxBJJXmNf4Mekpl9VUDRdZbjlvrxUqHaJUkT3C0rTg8QrQplRO-EYKqIrcWMQXXlY9nPD3gm9kHZTa95_hbqnZcREh6uhNNTz7WRzk1uS9EkaBT850UnEWoh9_e-W0nzeiykwEuVdhidA8suP3PtYrfe0K51MXllwJoipTU55SO5Gz0r8M_DNhKdlYLBOgjAmIL5IyWRsltAmU2whLvmbArIKEmkMZxOcXzmTxHPi-_iXjGfBSEWRat1fDNscDj9WgyfkAAivx9EeZ7fzw4hdOVvcK9m-NldIP4jySI3lPwX2J6c-CIoIWW0_PeM820AYH9UfGW_mi3_F_HiwPdeT2YGQf9fnPBYi7IjLbb-nKKfMuMxBaxpBeK8y_uDIHllgbayCZJETfcLzbFIuSIXa4pcJDLcf9ax9z8wK9z75WwOeD9x-rMntMowghpM7crshj4x9thhZgfuTINjb2-njG0EnVfb5FaU=", "id": "rs_011cf4c4a2671bda016a0e02be1a148191a57119e9274d60a3", "summary": []}], "tool_calls": [{"id": "call_yzkfvqcN4khKQYjUPJXKX8XG", "call_id": "call_yzkfvqcN4khKQYjUPJXKX8XG", "response_item_id": "fc_011cf4c4a2671bda016a0e02c131808191bb39a236a04159b9", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"id\":\"dup-0\",\"content\":\"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"dup-0\", \"content\": \"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\", \"status\": \"in_progress\"}, {\"id\": \"dup-1\", \"content\": \"RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen\", \"status\": \"pending\"}, {\"id\": \"dup-2\", \"content\": \"Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren\", \"status\": \"pending\"}, {\"id\": \"dup-3\", \"content\": \"Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen\", \"status\": \"pending\"}, {\"id\": \"dup-4\", \"content\": \"Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen\", \"status\": \"pending\"}, {\"id\": \"dup-5\", \"content\": \"Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity\", \"status\": \"pending\"}, {\"id\": \"dup-6\", \"content\": \"Commit, Push, Remote-Hash, Abschlussbericht\", \"status\": \"pending\"}], \"summary\": {\"total\": 7, \"pending\": 6, \"in_progress\": 1, \"completed\": 0, \"cancelled\": 0}}", "tool_call_id": "call_yzkfvqcN4khKQYjUPJXKX8XG", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Vgfj1Noo2plqQfQ6okVu04pa", "call_id": "call_Vgfj1Noo2plqQfQ6okVu04pa", "response_item_id": "fc_011cf4c4a2671bda016a0e02c3be0081918015d5b561ed82a4", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git status --short --branch && python - <<'PY'\\nfrom pathlib import Path\\nfor path in ['src/jarvis_finance/services/budget_imports.py','src/jarvis_finance/services/budget_csv_imports.py','frontend/src/api/budget.ts','frontend/src/stores/budgetReviewStore.ts']:\\n print('\\\\n---',path)\\n p=Path(path)\\n print(p.exists(), p.stat().st_size if p.exists() else '')\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "terminal", "content": "{\"output\": \"## main...origin/main\\n\\n--- src/jarvis_finance/services/budget_imports.py\\nTrue 107661\\n\\n--- src/jarvis_finance/services/budget_csv_imports.py\\nTrue 7797\\n\\n--- frontend/src/api/budget.ts\\nTrue 39825\\n\\n--- frontend/src/stores/budgetReviewStore.ts\\nTrue 1543\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_Vgfj1Noo2plqQfQ6okVu04pa", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off.", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgLMUKoHeP0U1UwtTVwDO7pwlfvCqEMcwt2YpheuS79odilvttdpGEZHNFNg8PDROFAp1FyVBI24NdgN41hEtYTH0qCT1VqkUI9gYWf3huViijhK2q7gmfcjQqu_pCG7yEbspYpjlCtbNDnfzOhEP2nEhY_OSQCcsXcigCcVnEYW1njwAHJETJRBVqq_RDWA7AlGCIc2qP5zm1CfwboGV5n6jK8jHA_C4HKoqsJCAqZeiT2VTRBFb-ct7n0dB-1iVlPb_odn19MmSU0yBiy7CFXclAzCz5Sg6wF3nHLAnjC4NVzTGEmCr7Pdkxdc9ABRUxNufiOV5TLqTRRoapPKLS9VvWkzhZAfH_GHwlBXa3NQtEc4q1UFIsgFfqCz64gEYq41OCZKGWgLOFNAx-hfwCCig-yPW99M29E8XrEO_kd_mU6Dg7Mv4rcR1rYHy4PE1IDeBc3IdFTUwJKb1UdvUiYOQEgOXt9eSURNI3y2boFVDSmeeU1ORUr0gjfW8QBJd0qDVN8J5YT387_xzuwYI05CZNrAS76XnTkvfoHSYAslPL0SXl3kxm8x7AcZi63gS3jsK-MShktZ3onhzKUi2omhkhTRj3WoEIEYhB8d2OzEcQTeA-Sk6K87fbpiByNGMlFrIyvffiPqFG000n7i0M8Gcwi4PKPjLK2ciDwlxpIxH2Lf5EfjRyEXoGWUvyaPjko2vEKPfdVW5B_6xS0RopNvxWCpVEEvjWGH67oluLkeGL0Lh5TdXB-r5NHnKKPgCzBYWkMwRO65bQN4x9mBP7XwmwkZg-9zfKmGdg0nuNwf9dO25AG6BiTV5MPohzVJSVcXc4zHUJghNzr3VbukB_6HKrnvpttmqGhbr7GSNUspU2O7co0QW_ee_SXiluP5ZN6PUcojd9H8jg7VV-Lz4bgQHeodTPLLgZV48L0GNedp2UKaMLBjylC_Yt382Y8A2WkUJr8alPqfsY1YB86jwsytoW-24wxcyY8lKcU9R4h3wdg5IWPe9GCSa3PCydOnjN02_bmOfgWTj12rIvxa_2DalA==", "id": "rs_011cf4c4a2671bda016a0e02c866648191ab5c362388765494", "summary": [{"type": "summary_text", "text": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off."}]}], "tool_calls": [{"id": "call_0miS2nHyZQpsgvDt0uPIvMnP", "call_id": "call_0miS2nHyZQpsgvDt0uPIvMnP", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac0c8191be4a73989a25324c", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\",\"offset\":300,\"limit\":220}"}}, {"id": "call_dL7HxRS9hWCTxqknXbXWsY4g", "call_id": "call_dL7HxRS9hWCTxqknXbXWsY4g", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac248191be888a2c86954a97", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\",\"offset\":1,\"limit\":260}"}}, {"id": "call_VqJXzlOoIVdPOzRTk0hDqySq", "call_id": "call_VqJXzlOoIVdPOzRTk0hDqySq", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac2c819191aa927e036291fa", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/stores/budgetReviewStore.ts\",\"offset\":1,\"limit\":220}"}}, {"id": "call_AfjsPsWixQOWnoj4JVTmafWz", "call_id": "call_AfjsPsWixQOWnoj4JVTmafWz", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac3881918f2a6a4a82c2b07d", "type": "function", "function": {"name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src\",\"target\":\"content\",\"pattern\":\"BudgetImportReviewPage|duplicate_candidate|canForceConfirmDuplicate|Mögliche Duplikate\",\"limit\":80}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 300|def budget_planning_category_preview(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 301| return preview_category_budget_values(conn, category_id, payload)\\n 302|\\n 303|\\n 304|@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\n 305|def budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 306| return confirm_category_budget_values(conn, category_id, payload)\\n 307|\\n 308|\\n 309|@router.get(\\\"/planning/categories/{category_id}/audit\\\")\\n 310|def budget_planning_category_audit(category_id: str, limit: int = 25, conn: Connection = Depends(get_db)):\\n 311| return get_budget_planning_audit_timeline(conn, category_id, limit=limit)\\n 312|\\n 313|\\n 314|@router.post(\\\"/planning/batch/preview\\\")\\n 315|def budget_planning_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 316| return preview_budget_planning_batch(conn, payload)\\n 317|\\n 318|\\n 319|@router.post(\\\"/planning/batch/confirm\\\")\\n 320|def budget_planning_batch_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 321| return confirm_budget_planning_batch(conn, payload)\\n 322|\\n 323|\\n 324|@router.post(\\\"/planning/excel-template/preview\\\")\\n 325|def budget_planning_excel_template_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 326| return preview_budget_planning_excel_template(conn, payload or {})\\n 327|\\n 328|\\n 329|@router.get(\\\"/recurring\\\")\\n 330|def recurring_dashboard(today: str | None = None, conn: Connection = Depends(get_db)):\\n 331| return get_recurring_dashboard(conn, today=today)\\n 332|\\n 333|\\n 334|@router.post(\\\"/recurring/detect\\\")\\n 335|def recurring_detect(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 336| return detect_recurring_payment_candidates(conn, today=(payload or {}).get(\\\"today\\\"))\\n 337|\\n 338|\\n 339|@router.post(\\\"/recurring/manual/preview\\\")\\n 340|def recurring_manual_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 341| return preview_manual_recurring_payment(conn, payload)\\n 342|\\n 343|\\n 344|@router.post(\\\"/recurring/manual/confirm\\\")\\n 345|def recurring_manual_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 346| return confirm_manual_recurring_payment(conn, payload)\\n 347|\\n 348|\\n 349|@router.post(\\\"/recurring/candidates/{candidate_id}/preview\\\")\\n 350|def recurring_candidate_preview(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 351| return preview_recurring_candidate_action(conn, candidate_id, payload)\\n 352|\\n 353|\\n 354|@router.post(\\\"/recurring/candidates/{candidate_id}/confirm\\\")\\n 355|def recurring_candidate_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 356| body = dict(payload); body.setdefault(\\\"candidate_id\\\", candidate_id)\\n 357| return confirm_recurring_candidate_action(conn, body)\\n 358|\\n 359|\\n 360|@router.post(\\\"/recurring/{recurring_id}/archive\\\")\\n 361|def recurring_archive(recurring_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 362| return archive_recurring_payment(conn, recurring_id, payload or {})\\n 363|\\n 364|\\n 365|@router.get(\\\"/dashboard/cockpit\\\")\\n 366|def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n 367| return get_budget_dashboard_cockpit(conn, month=month)\\n 368|\\n 369|\\n 370|@router.get(\\\"/analysis/budget-vs-actual\\\")\\n 371|def budget_vs_actual_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 372| return get_budget_vs_actual_analysis(conn, year=year)\\n 373|\\n 374|\\n 375|@router.get(\\\"/overview\\\")\\n 376|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\\n 377| return get_budget_overview(conn, month)\\n 378|\\n 379|\\n 380|@router.get(\\\"/status/categories\\\")\\n 381|def category_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 382| return get_budget_status_by_category(conn, year=year)\\n 383|\\n 384|\\n 385|@router.get(\\\"/status/categories/{category_id}/months/{month}\\\")\\n 386|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):\\n 387| return get_category_month_detail(conn, category_id=category_id, month=month)\\n 388|\\n 389|\\n 390|@router.get(\\\"/charts\\\")\\n 391|def budget_charts(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 392| return get_budget_charts_2026(conn, year=year)\\n 393|\\n 394|\\n 395|@router.get(\\\"/analysis/categories\\\")\\n 396|def category_analysis(year: str = \\\"2026\\\", month: str | None = None, tx_type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n 397| return get_category_analysis_v2(conn, year=year, month=month, tx_type=tx_type)\\n 398|\\n 399|\\n 400|@router.get(\\\"/analysis/data-explorer\\\")\\n 401|def data_explorer(\\n 402| year: str = \\\"2026\\\",\\n 403| month: str = \\\"\\\",\\n 404| date_from: str = \\\"\\\",\\n 405| date_to: str = \\\"\\\",\\n 406| type: str = \\\"both\\\",\\n 407| category_id: str = \\\"\\\",\\n 408| merchant: str = \\\"\\\",\\n 409| account_id: str = \\\"\\\",\\n 410| source_type: str = \\\"\\\",\\n 411| tag: str = \\\"\\\",\\n 412| amount_min: str = \\\"\\\",\\n 413| amount_max: str = \\\"\\\",\\n 414| search: str = \\\"\\\",\\n 415| recurring_type: str = \\\"\\\",\\n 416| conn: Connection = Depends(get_db),\\n 417|):\\n 418| return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search, recurring_type=recurring_type)\\n 419|\\n 420|\\n 421|@router.get(\\\"/analysis/merchants\\\")\\n 422|def merchant_analysis(year: str = \\\"2026\\\", month: str = \\\"\\\", merchant: str = \\\"\\\", type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n 423| return get_merchant_analysis(conn, year=year, month=month, merchant=merchant, type=type)\\n 424|\\n 425|\\n 426|@router.get(\\\"/analysis/budget-deviations\\\")\\n 427|def budget_deviation_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 428| return get_budget_deviation_analysis(conn, year=year)\\n 429|\\n 430|\\n 431|@router.get(\\\"/analysis/monthly\\\")\\n 432|def monthly_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 433| return get_monthly_comparison(conn, year=year)\\n 434|\\n 435|\\n 436|@router.get(\\\"/analysis/monthly-comparison\\\")\\n 437|def monthly_comparison(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 438| return get_monthly_comparison(conn, year=year)\\n 439|\\n 440|\\n 441|@router.get(\\\"/income/status\\\")\\n 442|def income_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 443| return get_income_status(conn, year=year)\\n 444|\\n 445|\\n 446|@router.get(\\\"/income/plans\\\")\\n 447|def income_plans(year: str = \\\"2026\\\", include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 448| return list_income_plan_items(conn, year=year, include_archived=include_archived)\\n 449|\\n 450|\\n 451|@router.get(\\\"/income/seed-candidates\\\")\\n 452|def income_seed_candidates(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 453| return list_income_seed_candidates(conn, year=year)\\n 454|\\n 455|\\n 456|@router.post(\\\"/income/plans/preview\\\")\\n 457|def income_plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 458| return create_budget_plan_item_preview(conn, payload)\\n 459|\\n 460|\\n 461|@router.post(\\\"/income/plans/confirm\\\")\\n 462|def income_plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 463| return confirm_budget_plan_item(conn, payload)\\n 464|\\n 465|\\n 466|@router.post(\\\"/income/templates/preview\\\")\\n 467|def income_templates_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 468| return preview_income_plan_templates(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 469|\\n 470|\\n 471|@router.post(\\\"/income/templates/confirm\\\")\\n 472|def income_templates_confirm(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 473| return confirm_income_plan_templates(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 474|\\n 475|\\n 476|@router.post(\\\"/income/plans/{plan_item_id}/update/preview\\\")\\n 477|def income_plans_update_preview(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 478| return preview_update_income_plan_item(conn, plan_item_id, payload)\\n 479|\\n 480|\\n 481|@router.post(\\\"/income/plans/{plan_item_id}/update/confirm\\\")\\n 482|def income_plans_update_confirm(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 483| return confirm_update_income_plan_item(conn, plan_item_id, payload)\\n 484|\\n 485|\\n 486|@router.post(\\\"/income/plans/{plan_item_id}/archive\\\")\\n 487|def income_plans_archive(plan_item_id: str, conn: Connection = Depends(get_db)):\\n 488| return archive_budget_plan_item(conn, plan_item_id)\\n 489|\\n 490|\\n 491|@router.post(\\\"/income/plans/reorder\\\")\\n 492|def income_plans_reorder(payload: dict, conn: Connection = Depends(get_db)):\\n 493| return reorder_income_plan_items(conn, payload.get(\\\"plan_item_ids\\\") or [], year=str(payload.get(\\\"year\\\") or \\\"2026\\\"))\\n 494|\\n 495|\\n 496|@router.get(\\\"/monthly-summary\\\")\\n 497|def monthly_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 498| return get_monthly_summary(conn, month)\\n 499|\\n 500|\\n 501|@router.get(\\\"/categories/summary\\\")\\n 502|def categories_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 503| return get_category_summary(conn, month)\\n 504|\\n 505|\\n 506|@router.get(\\\"/accounts\\\")\\n 507|def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 508| return list_budget_accounts(conn, include_archived=include_archived)\\n 509|\\n 510|\\n 511|@router.post(\\\"/accounts/preview\\\")\\n 512|def accounts_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 513| return create_budget_account_preview(conn, payload)\\n 514|\\n 515|\\n 516|@router.post(\\\"/accounts/confirm\\\")\\n 517|def accounts_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 518| return confirm_create_budget_account(conn, payload)\\n 519|\\n 520|\", \"total_lines\": 958, \"file_size\": 44886, \"truncated\": true, \"hint\": \"Use offset=520 to continue reading (showing 300-519 of 958 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_0miS2nHyZQpsgvDt0uPIvMnP", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|import { apiGet, apiPost } from './client'\\n 2|\\n 3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }\\n 4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; sort_order?: number; color?: string | null; icon?: string | null; transaction_count?: number; expense_sum_chf?: string | number; active_plan_count?: number; merchant_count?: number; rule_count?: number; children?: BudgetCategory[] }\\n 5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }\\n 6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; category_icon?: string | null; category_color?: string | null; transaction_date: string; transaction_date_group?: string; transaction_type: string; description: string; payee?: string | null; merchant_display_name?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; tag_names?: string[]; line_item_count?: number; article_rows_detail_only?: boolean }\\n 7|export type BudgetTransfer = { transfer_id: string; transaction_date: string; from_account_id: string; to_account_id: string; from_account_name: string; to_account_name: string; description: string; amount_original: string; currency_original: string; transfer_type: string; status: string; notes?: string | null }\\n 8|export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }\\n 9|export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }\\n 10|export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n 11|export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\n 12|export type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\\n 13|export type BudgetRecurringPayment = { recurring_id: string; name: string; category_id: string; category_name?: string | null; account_id?: string | null; merchant_id?: string | null; expected_amount_text: string; expected_amount_chf?: string; currency: string; frequency: string; expected_day_of_month?: number | null; expected_month?: number | null; amount_tolerance_pct: string; date_tolerance_days: number; recurring_type: string; status: string; source: string; confidence?: string; last_seen_date?: string | null; next_expected_date?: string | null; notes?: string | null; budget_month_chf?: string; budget_year_chf?: string }\\n 14|export type BudgetRecurringDashboard = { purpose: 'fixed_costs_subscriptions_v1'; candidates: BudgetRecurringPayment[]; active: BudgetRecurringPayment[]; warnings: Array>; category_breakdown: Array>; kpis?: { monthly_fixed_costs_chf?: string; annual_fixed_costs_chf?: string; fixed_cost_quote_percent?: string; active_recurring_count?: number; open_candidate_count?: number; missing_payment_count?: number; next_due?: BudgetRecurringPayment | null; largest_fixed_costs?: BudgetRecurringPayment[] }; analytics: Record }\\n 15|export type BudgetImportSession = { import_session_id: string; source?: string; file_name?: string; profile?: string; rows_total: number; new_candidates: number; already_known: number; duplicate_count: number; ignored_count: number; covered_by_source_count: number; error_count: number; status: string; review_url?: string; created_at: string }\\n 16|export type BudgetMonthlyImportDashboard = { purpose: 'budget_monthly_import_dashboard_v1'; latest_import_by_source: Record; open_candidates_by_source: Record; counts: Record; rule_suggestions_open: number; review_url: string }\\n 17|export type BudgetMonthlyImportResult = { purpose: string; status: string; files_total: number; session_ids: string[]; files: Array>; totals: Record; review_url: string }\\n 18|export type BudgetUploadImportResult = { purpose: string; preview_id?: string; import_session_id?: string; status: string; file?: { detected: boolean; name: string; source_hash?: string }; profile?: string | null; source_type?: string | null; period?: { start?: string | null; end?: string | null }; totals: Record; review_url: string; warnings?: string[]; errors?: string[] }\\n 19|export type BudgetRuleSuggestion = { suggestion_id: string; merchant_pattern: string; match_type: string; source_scope: string; category_id?: string | null; category_name?: string | null; recurring_type?: string | null; confidence: string; affected_open_candidate_count: number; status: string; created_at: string }\\n 20|export type GroceryMapping = { mapping_id: string; target_retailer: string; target_product_name: string; target_product_url: string; status: string; match_type?: string; confidence?: string; cache_status?: string; last_price_checked_at?: string; target_price_text?: string; target_unit_price_text?: string; target_price_date?: string; target_price_source?: string }\\n 21|export type GroceryManualMappingPreview = { preview_id: string; product_item_id: string; target_retailer: string; target_product_name: string; target_product_url: string; target_package_size?: string; target_unit?: string; candidate_price_text?: string; candidate_unit_price_text?: string; target_price_date?: string; target_price_source?: string; quality_flags: string[]; can_count_as_secure_saving: boolean; requires_confirm: boolean }\\n 22|export type GroceryProductItem = { product_item_id: string; receipt_id: string; purchase_date: string; store_name: string; raw_product_name: string; normalized_product_name: string; quantity_text?: string; unit?: string; unit_price_text?: string; total_price_text: string; action_label?: string; include_in_analysis: number; health_analysis_status: string; known_mappings?: GroceryMapping[] }\\n 23|export type GroceryReceipt = { receipt_id: string; purchase_date: string; store_name: string; article_count: number; total_text: string; items: GroceryProductItem[] }\\n 24|export type GroceryDashboard = { purpose: 'migros_product_savings_grocery_optimizer_v1'; receipts: GroceryReceipt[]; supported_retailers: string[]; health_analysis_status: string; disclaimer: string }\\n 25|export type GroceryRun = { run_id: string; receipt_id: string; original_total_text: string; optimized_total_text: string; quality_status: string; summary: Record; optimized_lists: Array>; product_comparisons: Array>; health_analysis_status: string }\\n 26|export type GroceryOnlinePriceMatch = { match_id?: string; mapping_id?: string; product_item_id: string; retailer: string; product_name: string; product_url: string; price_text?: string; unit_price_text?: string; fetched_at?: string; quality_flags?: string[]; confidence?: string; status: string; source?: string; cache_status?: string }\\n 27|export type GroceryOnlinePriceSearch = { receipt_id: string; provider_calls: number; cache_hits: number; matches: GroceryOnlinePriceMatch[] }\\n 28|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record; review?: Record; requires_explicit_confirm?: boolean }\\n 29|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }\\n 30|export type BudgetSeedCandidate = {\\n 31| seed_candidate_id: string\\n 32| source_file_label?: string\\n 33| source_sheet: string\\n 34| source_row_or_range?: string | null\\n 35| candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'\\n 36| source_label?: string | null\\n 37| proposed_category_id?: string | null\\n 38| proposed_parent_label?: string | null\\n 39| proposed_name?: string | null\\n 40| proposed_period_type?: string | null\\n 41| proposed_amount_text?: string | null\\n 42| currency?: string | null\\n 43| confidence: string\\n 44| requires_review: boolean\\n 45| status: string\\n 46| notes?: string | null\\n 47|}\\n 48|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }\\n 49|export type BudgetStatusRow = { purpose?: string; category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_current_month?: string; actual_year_to_date: string; monthly_actuals?: Record; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; linear_forecast?: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; actual_2025_year?: string; previous_year_total?: string; previous_year_months?: Record; deviation_previous_year?: string; has_previous_year?: boolean; data_explorer_url?: string; effective_expenses_url?: string; monthly_chart?: Array>; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }\\n 50|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; rule_id?: string | null; rule_name?: string | null; account_source?: string | null; covered_by_source?: string | null; linked_candidate_id?: string | null }\\n 51|export type BudgetReviewSummary = { open_total: number; auto_categorized: number; review_needed: number; galaxus_digitec: number; migros_over_50: number; covered_by_migros: number; unclear: number; possible_duplicates: number }\\n 52|export type BudgetRule = { rule_id: string; merchant_contains: string; source_type?: string | null; category_id?: string | null; category_name?: string | null; target_status: string; is_active: boolean; priority?: number; confidence?: string | null; notes?: string | null }\\n 53|export type BudgetMerchant = { merchant_id: string; display_name: string; normalized_name: string; default_category_id?: string | null; default_category_name?: string | null; is_active: boolean; notes?: string | null; alias_count?: number; open_candidate_count?: number }\\n 54|export type BudgetCharts = { year: string; empty_state: boolean; cashflow_by_month: Array<{ year: string; month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; budget_vs_actual_by_category: Array<{ year: string; category_id: string; category: string; category_type: string; budget_year?: string | null; actual_year_to_date: string; forecast_year: string; status: string }>; forecast_overruns: Array> }\\n 55|export type CategoryAnalysis = { year: string; month?: string | null; mode: 'income' | 'expense'; total_chf: string; categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null; transactions_url: string }> }\\n 56|export type MonthlyComparison = { year: string; months: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; savings_rate_percent?: string; cumulative_income_chf?: string; cumulative_expense_chf?: string; transaction_count: number; top_categories: Array<{ category: string; amount_chf: string }>; top_merchants: Array<{ merchant: string; amount_chf: string }>; largest_transactions?: Array>; transactions_url: string }> }\\n 57|export type BudgetDataExplorer = { purpose: 'budget_data_explorer'; filters: Record; kpis: { income_sum_chf: string; expense_sum_chf: string; net_cashflow_chf: string; transaction_count: number; average_transaction_chf: string; largest_transaction_chf: string; largest_transaction_id?: string | null; top_category: string; top_merchant: string }; transactions: BudgetTransaction[]; top_merchants: Array<{ merchant: string; transaction_count: number; sum_chf: string; average_chf: string; last_transaction_date?: string | null; top_category: string; change_vs_previous_month_chf: string }>; fixed_variable: Record; export: { enabled: boolean; target: string; message: string } }\\n 58|export type IncomePlan = { plan_item_id: string; name: string; person_source: string; employer_source?: string; income_type: string; target_month?: string; cadence: string; sort_order?: number; monthly_value_chf: string; annual_value_chf: string; monthly_average_chf?: string; actual_income_year_to_date_chf?: string; forecast_income_year_chf?: string; deviation_year_chf?: string; status_label?: string; category_id: string; category_name: string; is_active: boolean; is_template?: boolean; notes?: string | null }\\n 59|export type IncomeSeedCandidate = { seed_candidate_id: string; candidate_type: string; proposed_name?: string | null; proposed_parent_label?: string | null; confidence: string; requires_review: boolean; status: string; source_sheet?: string; source_row_or_range?: string | null }\\n 60|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }\\n 61|export type BudgetDashboardCockpit = { purpose: 'monthly_cockpit'; month: string; year: string; chart_library: string; kpis: { income_current_month_chf: string; expense_current_month_chf: string; net_cashflow_current_month_chf: string; budget_consumption_percent: string; savings_rate_percent: string; open_review_transactions: number; fixed_costs_month_chf?: string; fixed_cost_quote_percent?: string; open_fixed_cost_candidate_count?: number; missing_fixed_cost_payment_count?: number }; monthly_cashflow: { income_chf: string; expense_chf: string; net_cashflow_chf: string }; top_expense_categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null }>; critical_categories: BudgetStatusRow[]; recent_confirmed_expenses: BudgetTransaction[]; open_todos: { review_candidates: number; categories_without_budget: number; unconfirmed_transactions: number } }\\n 62|export type BudgetVsActualAnalysis = { purpose: 'plan_vs_reality_analysis'; year: string; chart_library: string; empty_state: boolean; budget_vs_actual_by_category: BudgetStatusRow[]; top_overruns: Array>; top_under_budget: Array>; cashflow_by_month: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; category_donut: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; color?: string | null }>; trend_by_month: Array<{ month: string; cumulative_income_chf: string; cumulative_expense_chf: string; cumulative_net_chf: string }> }\\n 63|\\n 64|export const getBudgetDashboardCockpit = (month = '2026-05') => apiGet(`/api/budget/dashboard/cockpit?month=${month}`)\\n 65|export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet(`/api/budget/planning/matrix?year=${year}${currentMonth ? `¤t_month=${encodeURIComponent(currentMonth)}` : ''}`)\\n 66|export const getBudgetPlanningAudit = (categoryId: string) => apiGet(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/audit`)\\n 67|export const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\n 68|export const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\\n 69|export const previewBudgetPlanningBatch = (body: unknown) => apiPost>('/api/budget/planning/batch/preview', body)\\n 70|export const confirmBudgetPlanningBatch = (body: unknown) => apiPost>('/api/budget/planning/batch/confirm', body)\\n 71|export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost>('/api/budget/planning/excel-template/preview', body)\\n 72|export const getBudgetRecurringDashboard = () => apiGet('/api/budget/recurring')\\n 73|export const getBudgetMonthlyImportDashboard = () => apiGet('/api/budget/monthly-import/dashboard')\\n 74|export const getGroceryOptimizerDashboard = () => apiGet('/api/budget/grocery-optimizer/dashboard')\\n 75|export const getGroceryProviderStrategy = () => apiGet>('/api/budget/grocery-optimizer/provider-strategy')\\n 76|export const getGroceryRappnLink = (productName: string) => apiGet>(`/api/budget/grocery-optimizer/rappn-link?product_name=${encodeURIComponent(productName)}`)\\n 77|export const searchOpenPricesSpike = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/open-prices-spike', body)\\n 78|export const createGroceryDemoReceipt = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/demo-receipt', body)\\n 79|export const addGroceryProductMatch = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/matches', body)\\n 80|export const searchGroceryOnlinePrices = (body: unknown) => apiPost('/api/budget/grocery-optimizer/search-prices', body)\\n 81|export const acceptGroceryProductMatch = (body: { match_id: string; save_as_preferred?: boolean; user_note?: string }) => apiPost>(`/api/budget/grocery-optimizer/matches/${encodeURIComponent(body.match_id)}/accept`, body)\\n 82|export const rejectGroceryProductMatch = (body: { match_id: string; user_note?: string }) => apiPost>(`/api/budget/grocery-optimizer/matches/${encodeURIComponent(body.match_id)}/reject`, body)\\n 83|export const previewManualGroceryMapping = (body: unknown) => apiPost('/api/budget/grocery-optimizer/manual-mapping/preview', body)\\n 84|export const confirmManualGroceryMapping = (body: GroceryManualMappingPreview) => apiPost>('/api/budget/grocery-optimizer/manual-mapping/confirm', body)\\n 85|export const saveManualGroceryMapping = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/manual-mapping', body)\\n 86|export const refreshGroceryMappingPrice = (body: { mapping_id: string }) => apiPost>(`/api/budget/grocery-optimizer/mappings/${encodeURIComponent(body.mapping_id)}/refresh-price`, {})\\n 87|export const runGroceryOptimization = (body: unknown) => apiPost('/api/budget/grocery-optimizer/optimize', body)\\n 88|export const generateGroceryOptimizationReport = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/report', body)\\n 89|export const getBudgetImportHistory = () => apiGet('/api/budget/monthly-import/history')\\n 90|export const getBudgetImportSessions = () => apiGet('/api/budget/import/sessions')\\n 91|export const previewBudgetUploadImport = (body: unknown) => apiPost('/api/budget/import/upload/preview', body)\\n 92|export const confirmBudgetUploadImportCandidates = (body: unknown) => apiPost('/api/budget/import/upload/confirm-candidates', body)\\n 93|export const scanBudgetMonthlyImportDrive = (body: unknown = {}) => apiPost>('/api/budget/monthly-import/drive-scan', body)\\n 94|export const dryRunBudgetMonthlyImport = (body: unknown) => apiPost('/api/budget/monthly-import/dry-run', body)\\n 95|export const confirmBudgetMonthlyImportCandidates = (body: unknown) => apiPost('/api/budget/monthly-import/confirm-candidates', body)\\n 96|export const getBudgetRuleSuggestions = () => apiGet('/api/budget/rules/suggestions')\\n 97|export const applyBudgetRuleSuggestion = (id: string, applyToOpen = true) => apiPost>(`/api/budget/rules/suggestions/${encodeURIComponent(id)}/apply`, { apply_to_open: applyToOpen })\\n 98|export const rejectBudgetRuleSuggestion = (id: string, later = false) => apiPost>(`/api/budget/rules/suggestions/${encodeURIComponent(id)}/reject`, { later })\\n 99|export const detectBudgetRecurringCandidates = () => apiPost>('/api/budget/recurring/detect', {})\\n 100|export const previewBudgetRecurringCandidate = (id: string, body: unknown) => apiPost(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/preview`, body)\\n 101|export const confirmBudgetRecurringCandidate = (id: string, body: unknown) => apiPost(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/confirm`, body)\\n 102|export const previewManualRecurringPayment = (body: unknown) => apiPost('/api/budget/recurring/manual/preview', body)\\n 103|export const confirmManualRecurringPayment = (body: unknown) => apiPost('/api/budget/recurring/manual/confirm', body)\\n 104|export const archiveRecurringPayment = (id: string) => apiPost(`/api/budget/recurring/${encodeURIComponent(id)}/archive`, {})\\n 105|export const getBudgetOverview = (month = '2026-01') => apiGet(`/api/budget/overview?month=${month}`)\\n 106|export const getBudgetStatusByCategory = (year = '2026') => apiGet(`/api/budget/status/categories?year=${year}`)\\n 107|export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)\\n 108|export const getBudgetCharts = (year = '2026') => apiGet(`/api/budget/charts?year=${year}`)\\n 109|export const getBudgetVsActualAnalysis = (year = '2026') => apiGet(`/api/budget/analysis/budget-vs-actual?year=${year}`)\\n 110|export const getCategoryAnalysis = (year = '2026', txType: 'income' | 'expense' = 'expense', month = '') => {\\n 111| const params = new URLSearchParams({ year, tx_type: txType })\\n 112| if (month) params.set('month', month)\\n 113| return apiGet(`/api/budget/analysis/categories?${params.toString()}`)\\n 114|}\\n 115|export const getMonthlyComparison = (year = '2026') => apiGet(`/api/budget/analysis/monthly-comparison?year=${year}`)\\n 116|export const getBudgetDataExplorer = (filters: Record = {}) => {\\n 117| const params = new URLSearchParams()\\n 118| Object.entries(filters).forEach(([key, value]) => { if (value) params.set(key, value) })\\n 119| return apiGet(`/api/budget/analysis/data-explorer?${params.toString()}`)\\n 120|}\\n 121|export const getIncomeStatus = (year = '2026') => apiGet>(`/api/budget/income/status?year=${year}`)\\n 122|export const getIncomePlans = (year = '2026') => apiGet(`/api/budget/income/plans?year=${year}`)\\n 123|export const getIncomeSeedCandidates = (year = '2026') => apiGet(`/api/budget/income/seed-candidates?year=${year}`)\\n 124|export const previewIncomePlan = (body: unknown) => apiPost('/api/budget/income/plans/preview', body)\\n 125|export const confirmIncomePlan = (body: unknown) => apiPost('/api/budget/income/plans/confirm', body)\\n 126|export const previewIncomeTemplates = (year = '2026') => apiPost>('/api/budget/income/templates/preview', { year })\\n 127|export const confirmIncomeTemplates = (year = '2026') => apiPost>('/api/budget/income/templates/confirm', { year })\\n 128|export const previewIncomePlanUpdate = (id: string, body: unknown) => apiPost(`/api/budget/income/plans/${id}/update/preview`, body)\\n 129|export const confirmIncomePlanUpdate = (id: string, body: unknown) => apiPost(`/api/budget/income/plans/${id}/update/confirm`, body)\\n 130|export const reorderIncomePlans = (plan_item_ids: string[], year = '2026') => apiPost('/api/budget/income/plans/reorder', { plan_item_ids, year })\\n 131|export const archiveIncomePlan = (id: string) => apiPost(`/api/budget/income/plans/${id}/archive`, {})\\n 132|export const getBudgetTransactions = (query = '') => apiGet(`/api/budget/transactions${query}`)\\n 133|export const getBudgetTransfers = (query = '') => apiGet(`/api/budget/transfers${query}`)\\n 134|export const getBudgetAccounts = () => apiGet('/api/budget/accounts')\\n 135|export const getBudgetCategories = () => apiGet('/api/budget/categories')\\n 136|export const getBudgetTags = () => apiGet('/api/budget/tags')\\n 137|export const previewBudgetTransaction = (body: unknown) => apiPost('/api/budget/transactions/preview', body)\\n 138|export const confirmBudgetTransaction = (body: unknown) => apiPost('/api/budget/transactions/confirm', body)\\n 139|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost(`/api/budget/transactions/${id}/update`, body)\\n 140|export const previewBudgetTransfer = (body: unknown) => apiPost('/api/budget/transfers/preview', body)\\n 141|export const confirmBudgetTransfer = (body: unknown) => apiPost('/api/budget/transfers/confirm', body)\\n 142|export const previewBudgetAccount = (body: unknown) => apiPost('/api/budget/accounts/preview', body)\\n 143|export const confirmBudgetAccount = (body: unknown) => apiPost('/api/budget/accounts/confirm', body)\\n 144|export const archiveBudgetAccount = (id: string) => apiPost(`/api/budget/accounts/${id}/archive`, {})\\n 145|export const previewBudgetCategory = (body: unknown) => apiPost('/api/budget/categories/preview', body)\\n 146|export const confirmBudgetCategory = (body: unknown) => apiPost('/api/budget/categories/confirm', body)\\n 147|export const previewBudgetCategoryCleanup = () => apiPost & { preview_id: string; summary: string; target_expense_categories: string[]; auto_mappings: Array>; review_required: Array>; empty_categories: Array>; payload: Record; warnings: string[] }>('/api/budget/categories/cleanup/preview', {})\\n 148|export const confirmBudgetCategoryCleanup = (body: unknown) => apiPost & { audit_id: string }>('/api/budget/categories/cleanup/confirm', body)\\n 149|export const reorderBudgetCategories = (category_ids: string[], category_type: 'expense' | 'income' = 'expense') => apiPost('/api/budget/categories/reorder', { category_ids, category_type })\\n 150|export const updateBudgetCategory = (id: string, body: unknown) => apiPost(`/api/budget/categories/${id}/update`, body)\\n 151|export const archiveBudgetCategory = (id: string) => apiPost(`/api/budget/categories/${id}/archive`, {})\\n 152|export const previewBudgetTag = (body: unknown) => apiPost('/api/budget/tags/preview', body)\\n 153|export const confirmBudgetTag = (body: unknown) => apiPost('/api/budget/tags/confirm', body)\\n 154|export const archiveBudgetTag = (id: string) => apiPost(`/api/budget/tags/${id}/archive`, {})\\n 155|export const getBudgetSeedCandidates = () => apiGet('/api/budget/seed-candidates')\\n 156|export const generateBudgetSeedCandidates = (body: unknown) => apiPost('/api/budget/seed-candidates/generate', body)\\n 157|export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/preview`, body)\\n 158|export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/confirm`, body)\\n 159|export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/ignore`, { note })\\n 160|export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/reopen`, { note })\\n 161|export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/status`, { status, note })\\n 162|export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/convert-unclean`, body)\\n 163|export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})\\n 164|export const confirmClearBudgetCategoriesTakeover = () => apiPost('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})\\n 165|export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})\\n 166|export const confirmBudgetPlanTakeover = () => apiPost('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})\\n 167|export const getBudgetTransactionCandidates = (status = '', tab = '', filters: Record = {}) => {\\n 168| const params = new URLSearchParams()\\n 169| if (status) params.set('status', status)\\n 170| if (tab) params.set('tab', tab)\\n 171| Object.entries(filters).forEach(([k, v]) => { if (v) params.set(k, v) })\\n 172| const qs = params.toString()\\n 173| return apiGet(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)\\n 174|}\\n 175|export const getBudgetTransactionCandidateSummary = (budget_year = '2026') => apiGet(`/api/budget/transaction-candidates/summary?budget_year=${budget_year}`)\\n 176|export const generateBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/generate', body)\\n 177|export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/preview`, body)\\n 178|export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n 179|export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/ignore`, { note })\\n 180|export const reopenBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/reopen`, { note })\\n 181|export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })\\n 182|export const bulkUpdateBudgetTransactionCandidateCategory = (candidate_ids: string[], category_id: string, note = '') => apiPost<{ updated_count: number; skipped_count: number }>('/api/budget/transaction-candidates/bulk-category', { candidate_ids, category_id, note })\\n 183|export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost(`/api/budget/transaction-candidates/${id}/split`, { splits })\\n 184|export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/transfer`, { note })\\n 185|export const markBudgetTransactionCandidateType = (id: string, candidate_type: 'transfer' | 'investment_transfer' | 'credit_card_payment', note = '') => apiPost(`/api/budget/transaction-candidates/${id}/type`, { candidate_type, note })\\n 186|export const getBudgetImportProfiles = () => apiGet>>('/api/budget/import-profiles')\\n 187|export const dryRunBudgetImportProfile = (profile: string, body: unknown) => apiPost>(`/api/budget/import-profiles/${profile}/dry-run`, body)\\n 188|export const createBudgetImportCandidates = (profile: string, body: unknown) => apiPost>(`/api/budget/import-profiles/${profile}/candidates`, body)\\n 189|export const previewSafeBudgetTransactionCandidates = () => apiPost<{ preview_id: string; summary: string; count: number; groups: Array>; warnings: string[] }>('/api/budget/transaction-candidates/batch-confirm-safe/preview', {})\\n 190|export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[] = []) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })\\n 191|export const deleteEmptyBudgetCategory = (id: string) => apiPost(`/api/budget/categories/${id}/delete-empty`, {})\\n 192|export const previewBudgetCategoryMerges = () => apiPost<{ preview_id: string; summary: string; suggestions: Array<{ target_category_id: string; target_name: string; source_category_ids: string[]; source_names: string[] }>; warnings: string[] }>('/api/budget/categories/merge/preview', {})\\n 193|export const confirmBudgetCategoryMerge = (body: unknown) => apiPost('/api/budget/categories/merge/confirm', body)\\n 194|export const previewBatchBudgetTransactionCandidates = (candidate_ids: string[], account_id: string, budget_year = '2026') => apiPost<{ preview_id: string; count: number; categories: Record; sources?: Record; possible_duplicates?: number; blockers?: Record; conflicts: Array>; can_confirm?: boolean; requires_explicit_confirm: boolean }>('/api/budget/transaction-candidates/batch/preview', { candidate_ids, account_id, budget_year })\\n 195|export const batchBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/batch', body)\\n 196|export const confirmBudgetTransactionCandidateSplit = (id: string, body: unknown) => apiPost>(`/api/budget/transaction-candidates/${id}/split/confirm`, body)\\n 197|export const createReviewCategoryForCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/category/create`, body)\\n 198|export const getBudgetRules = () => apiGet('/api/budget/rules')\\n 199|export const createBudgetRule = (body: unknown) => apiPost>('/api/budget/rules', body)\\n 200|export const updateBudgetRule = (id: string, body: unknown) => apiPost>(`/api/budget/rules/${id}/update`, body)\\n 201|export const prioritizeBudgetRule = (id: string, priority: number) => apiPost>(`/api/budget/rules/${id}/priority`, { priority })\\n 202|export const deactivateBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/deactivate`, {})\\n 203|export const testBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/test`, {})\\n 204|export const applyBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/apply`, {})\\n 205|export const getBudgetMerchants = () => apiGet('/api/budget/merchants')\\n 206|export const createBudgetMerchant = (body: unknown) => apiPost>('/api/budget/merchants', body)\\n 207|export const createBudgetMerchantAlias = (merchantId: string, body: unknown) => apiPost>(`/api/budget/merchants/${merchantId}/aliases`, body)\\n 208|export const updateBudgetMerchantCategory = (merchantId: string, categoryId: string) => apiPost>(`/api/budget/merchants/${merchantId}/category`, { category_id: categoryId })\\n 209|export const applyBudgetMerchant = (merchantId: string) => apiPost>(`/api/budget/merchants/${merchantId}/apply`, {})\\n 210|export const mergeBudgetMerchants = (source_merchant_id: string, target_merchant_id: string) => apiPost>('/api/budget/merchants/merge', { source_merchant_id, target_merchant_id })\\n 211|export const detectBudgetDuplicateCandidates = () => apiPost>('/api/budget/transaction-candidates/detect-duplicates', {})\\n 212|export const reclassifyBankIncomeCandidates = (budget_year = '2026') => apiPost>('/api/budget/transaction-candidates/bank-income/reclassify', { budget_year })\\n 213|\", \"total_lines\": 212, \"file_size\": 39825, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_dL7HxRS9hWCTxqknXbXWsY4g", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1|import { defineStore } from 'pinia'\\n 2|import { confirmBudgetTransactionCandidate, getBudgetTransactionCandidates, getBudgetTransactionCandidateSummary, type BudgetReviewSummary, type BudgetTransactionCandidate } from '@/api/budget'\\n 3|\\n 4|export const useBudgetReviewStore = defineStore('budgetReview', {\\n 5| state: () => ({ candidates: [] as BudgetTransactionCandidate[], summary: null as BudgetReviewSummary | null, loading: false, error: '', lastFilters: { budget_year: '2026' } as Record, lastStatus: '', lastTab: '', confirmAccountId: '' }),\\n 6| actions: {\\n 7| async load(filters?: Record, status?: string, tab?: string) {\\n 8| filters = filters || this.lastFilters; status = status ?? this.lastStatus; tab = tab ?? this.lastTab\\n 9| this.loading = true; this.error = ''; this.lastFilters = { ...filters }; this.lastStatus = status; this.lastTab = tab\\n 10| try {\\n 11| this.candidates = await getBudgetTransactionCandidates(status, tab, filters)\\n 12| this.summary = await getBudgetTransactionCandidateSummary(filters.budget_year || filters.year || '2026')\\n 13| } catch (e) { this.error = e instanceof Error ? e.message : 'Buchungen prüfen nicht verfügbar' }\\n 14| finally { this.loading = false }\\n 15| },\\n 16| async confirmCandidate(id: string, body: unknown) { const result = await confirmBudgetTransactionCandidate(id, body); await this.load(this.lastFilters, this.lastStatus, this.lastTab); return result },\\n 17| async refresh() { await this.load(this.lastFilters, this.lastStatus, this.lastTab) },\\n 18| },\\n 19|})\\n 20|\", \"total_lines\": 19, \"file_size\": 1543, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_VqJXzlOoIVdPOzRTk0hDqySq", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", 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return list_category_tree_grouped(conn, include_archived=include_archived)\\n 530| return list_categories(conn, include_archived=include_archived)\\n 531|\\n 532|\\n 533|@router.get(\\\"/categories/tree\\\")\\n 534|def category_tree(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 535| return list_category_tree_grouped(conn, include_archived=include_archived)\\n 536|\\n 537|\\n 538|@router.get(\\\"/tags\\\")\\n 539|def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 540| return list_tags(conn, include_archived=include_archived)\\n 541|\\n 542|\\n 543|@router.post(\\\"/tags/preview\\\")\\n 544|def tags_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 545| return create_tag_preview(conn, payload)\\n 546|\\n 547|\\n 548|@router.post(\\\"/tags/confirm\\\")\\n 549|def tags_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 550| return confirm_create_tag(conn, payload)\\n 551|\\n 552|\\n 553|@router.post(\\\"/tags/{tag_id}/archive\\\")\\n 554|def tags_archive(tag_id: str, conn: Connection = Depends(get_db)):\\n 555| return archive_tag(conn, tag_id)\\n 556|\\n 557|\\n 558|@router.get(\\\"/plans\\\")\\n 559|def plans(month: str | None = None, include_archived: bool = True, conn: Connection = Depends(get_db)):\\n 560| return list_budget_plan_items(conn, month=month, include_archived=include_archived)\\n 561|\\n 562|\\n 563|@router.post(\\\"/plans/preview\\\")\\n 564|def plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 565| return create_budget_plan_item_preview(conn, payload)\\n 566|\\n 567|\\n 568|@router.post(\\\"/plans/confirm\\\")\\n 569|def plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 570| return confirm_budget_plan_item(conn, payload)\\n 571|\\n 572|\\n 573|@router.get(\\\"/seed-candidates\\\")\\n 574|def seed_candidates(status: str | None = None, candidate_type: str | None = None, conn: Connection = Depends(get_db)):\\n 575| return list_seed_candidates(conn, status=status, candidate_type=candidate_type)\\n 576|\\n 577|\\n 578|@router.get(\\\"/import-profiles\\\")\\n 579|def budget_import_profiles():\\n 580| return import_profile_specs()\\n 581|\\n 582|\\n 583|@router.post(\\\"/import-profiles/{profile_name}/dry-run\\\")\\n 584|def budget_import_profile_dry_run(profile_name: str, payload: dict, conn: Connection = Depends(get_db)):\\n 585| return import_budget_csv_text(conn, profile_name, str(payload.get(\\\"csv_text\\\") or \\\"\\\"), source_file_label=payload.get(\\\"source_file_label\\\") or f\\\"{profile_name}.csv\\\", dry_run=True, default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 586|\\n 587|\\n 588|@router.post(\\\"/import-profiles/{profile_name}/candidates\\\")\\n 589|def budget_import_profile_candidates(profile_name: str, payload: dict, conn: Connection = Depends(get_db)):\\n 590| return import_budget_csv_text(conn, profile_name, str(payload.get(\\\"csv_text\\\") or \\\"\\\"), source_file_label=payload.get(\\\"source_file_label\\\") or f\\\"{profile_name}.csv\\\", dry_run=False, default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 591|\\n 592|\\n 593|@router.post(\\\"/import/upload/preview\\\")\\n 594|def budget_import_upload_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 595| return preview_uploaded_budget_import(conn, filename=str(payload.get(\\\"filename\\\") or \\\"budget.csv\\\"), csv_text=str(payload.get(\\\"csv_text\\\") or \\\"\\\"), profile=payload.get(\\\"profile\\\") or \\\"auto\\\", default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 596|\\n 597|\\n 598|@router.post(\\\"/import/upload/confirm-candidates\\\")\\n 599|def budget_import_upload_confirm_candidates(payload: dict, conn: Connection = Depends(get_db)):\\n 600| return confirm_uploaded_budget_import_candidates(conn, str(payload.get(\\\"preview_id\\\") or payload.get(\\\"import_session_id\\\") or \\\"\\\"), default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 601|\\n 602|\\n 603|@router.get(\\\"/import/sessions\\\")\\n 604|def budget_import_sessions(limit: int = 30, conn: Connection = Depends(get_db)):\\n 605| return list_budget_import_sessions(conn, limit=limit)\\n 606|\\n 607|\\n 608|@router.get(\\\"/import/sessions/{import_session_id}\\\")\\n 609|def budget_import_session(import_session_id: str, conn: Connection = Depends(get_db)):\\n 610| return get_budget_import_session(conn, import_session_id)\\n 611|\\n 612|\\n 613|@router.get(\\\"/transaction-candidates\\\")\\n 614|def transaction_candidates(status: str | None = None, tab: str | None = None, source_type: str | None = None, import_session_id: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, conn: Connection = Depends(get_db)):\\n 615| return list_transaction_candidates(conn, status=status, tab=tab, source_type=source_type, import_session_id=import_session_id, category_id=category_id, merchant=merchant, rule=rule, min_confidence=min_confidence, date_from=date_from, date_to=date_to, amount_min=amount_min, amount_max=amount_max, sort_by=sort_by, sort_dir=sort_dir, budget_year=budget_year, include_reference=include_reference)\\n 616|\\n 617|\\n 618|@router.get(\\\"/transaction-candidates/summary\\\")\\n 619|def transaction_candidates_summary(budget_year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 620| return review_candidate_summary(conn, budget_year=budget_year)\\n 621|\\n 622|\\n 623|@router.post(\\\"/transaction-candidates/generate\\\")\\n 624|def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\\n 625| source_type = payload.get(\\\"source_type\\\") or \\\"csv_seed\\\"\\n 626| rows = payload.get(\\\"rows\\\") or []\\n 627| if source_type == \\\"credit_card_csv\\\":\\n 628| return seed_credit_card_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Credit card CSV\\\", subscription_category_id=payload.get(\\\"subscription_category_id\\\"), migros_covered=payload.get(\\\"migros_covered\\\", True))\\n 629| if source_type == \\\"migros_csv\\\":\\n 630| return seed_migros_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Migros CSV\\\", auto_category_id=payload.get(\\\"auto_category_id\\\"), threshold_chf=str(payload.get(\\\"threshold_chf\\\") or \\\"50.00\\\"))\\n 631| if source_type == \\\"bank_csv\\\":\\n 632| return seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Bank CSV\\\", income_category_id=payload.get(\\\"income_category_id\\\"))\\n 633| if payload.get(\\\"csv_text\\\"):\\n 634| return seed_transaction_candidates_from_csv_text(conn, payload[\\\"csv_text\\\"], source_file_label=payload.get(\\\"source_file_label\\\") or \\\"CSV Import\\\", source_type=source_type)\\n 635| return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Budget Import\\\", source_type=source_type)\\n 636|\\n 637|\\n 638|@router.post(\\\"/transaction-candidates/bank-income/reclassify\\\")\\n 639|def transaction_candidates_bank_income_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 640| return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 641|\\n 642|\\n 643|@router.post(\\\"/transaction-candidates/migros-2026/preview\\\")\\n 644|def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 645| return preview_migros_receipts_2026(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 646|\\n 647|\\n 648|@router.post(\\\"/transaction-candidates/migros-2026/confirm\\\")\\n 649|def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 650| return confirm_migros_receipts_2026(conn, account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), year=str(payload.get(\\\"year\\\") or \\\"2026\\\"))\\n 651|\\n 652|\\n 653|@router.post(\\\"/transaction-candidates/{candidate_id}/preview\\\")\\n 654|def transaction_candidates_preview(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 655| return preview_transaction_candidate(conn, candidate_id, payload or {})\\n 656|\\n 657|\\n 658|@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\n 659|def transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 660| return confirm_transaction_candidate(conn, candidate_id, payload)\\n 661|\\n 662|\\n 663|@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n 664|def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 665| return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 666|\\n 667|\\n 668|@router.post(\\\"/transaction-candidates/{candidate_id}/reopen\\\")\\n 669|def transaction_candidates_reopen(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 670| return reopen_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 671|\\n 672|\\n 673|@router.post(\\\"/transaction-candidates/{candidate_id}/category\\\")\\n 674|def transaction_candidates_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 675| return update_transaction_candidate_category(conn, candidate_id, payload.get(\\\"category_id\\\"), payload.get(\\\"note\\\"))\\n 676|\\n 677|\\n 678|@router.post(\\\"/transaction-candidates/bulk-category\\\")\\n 679|def transaction_candidates_bulk_category(payload: dict, conn: Connection = Depends(get_db)):\\n 680| category_id = str(payload.get(\\\"category_id\\\") or \\\"\\\")\\n 681| return bulk_update_transaction_candidate_category(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], category_id=category_id, note=payload.get(\\\"note\\\"))\\n 682|\\n 683|\\n 684|@router.post(\\\"/transaction-candidates/{candidate_id}/split\\\")\\n 685|def transaction_candidates_split(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 686| return create_candidate_split(conn, candidate_id, payload.get(\\\"splits\\\") or [])\\n 687|\\n 688|\\n 689|@router.post(\\\"/transaction-candidates/{candidate_id}/split/confirm\\\")\\n 690|def transaction_candidates_split_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 691| return confirm_candidate_split(conn, candidate_id, payload)\\n 692|\\n 693|\\n 694|@router.post(\\\"/transaction-candidates/{candidate_id}/category/create\\\")\\n 695|def transaction_candidates_create_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 696| return create_review_category_for_candidate(conn, candidate_id, payload)\\n 697|\\n 698|\\n 699|@router.post(\\\"/transaction-candidates/{candidate_id}/transfer\\\")\\n 700|def transaction_candidates_transfer(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 701| return mark_candidate_transfer(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 702|\\n 703|\\n 704|@router.post(\\\"/transaction-candidates/{candidate_id}/type\\\")\\n 705|def transaction_candidates_type(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 706| return mark_candidate_type(conn, candidate_id, str(payload.get(\\\"candidate_type\\\") or \\\"\\\"), (payload or {}).get(\\\"note\\\"))\\n 707|\\n 708|\\n 709|@router.post(\\\"/transaction-candidates/batch-confirm-safe/preview\\\")\\n 710|def transaction_candidates_batch_confirm_safe_preview(conn: Connection = Depends(get_db)):\\n 711| return preview_safe_auto_candidates(conn)\\n 712|\\n 713|\\n 714|@router.post(\\\"/transaction-candidates/batch/preview\\\")\\n 715|def transaction_candidates_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 716| return preview_batch_confirm_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 717|\\n 718|\\n 719|@router.post(\\\"/transaction-candidates/batch\\\")\\n 720|def transaction_candidates_batch(payload: dict, conn: Connection = Depends(get_db)):\\n 721| return batch_mark_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], action=str(payload.get(\\\"action\\\") or \\\"\\\"), account_id=payload.get(\\\"account_id\\\"), category_id=payload.get(\\\"category_id\\\"), preview_id=payload.get(\\\"preview_id\\\"), note=payload.get(\\\"note\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 722|\\n 723|\\n 724|@router.post(\\\"/transaction-candidates/archive-reference-year\\\")\\n 725|def transaction_candidates_archive_reference(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 726| payload = payload or {}\\n 727| return archive_reference_year_candidates(conn, active_year=str(payload.get(\\\"active_year\\\") or \\\"2026\\\"), reference_year=str(payload.get(\\\"reference_year\\\") or \\\"2025\\\"))\\n 728|\\n 729|\\n 730|@router.post(\\\"/transaction-candidates/batch-confirm-safe\\\")\\n 731|def transaction_candidates_batch_confirm_safe(payload: dict, conn: Connection = Depends(get_db)):\\n 732| account_id = str(payload.get(\\\"account_id\\\") or \\\"\\\")\\n 733| return batch_confirm_safe_candidates(conn, account_id=account_id, candidate_ids=payload.get(\\\"candidate_ids\\\") or None)\\n 734|\\n 735|\\n 736|@router.post(\\\"/transaction-candidates/detect-duplicates\\\")\\n 737|def transaction_candidates_detect_duplicates(conn: Connection = Depends(get_db)):\\n 738| return detect_duplicate_candidates(conn)\\n 739|\\n 740|\\n 741|@router.get(\\\"/merchants\\\")\\n 742|def merchants(include_inactive: bool = False, conn: Connection = Depends(get_db)):\\n 743| return list_merchants(conn, include_inactive=include_inactive)\\n 744|\\n 745|\\n 746|@router.post(\\\"/merchants\\\")\\n 747|def merchants_create(payload: dict, conn: Connection = Depends(get_db)):\\n 748| return create_merchant(conn, payload)\\n 749|\\n 750|\\n 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() => void }) => accept() }) }))\\n 8|vi.mock('@/api/budget', () => ({\\n 9| getBudgetAccounts: vi.fn(),\\n 10| getBudgetCategories: vi.fn(),\\n 11| getBudgetTransactionCandidateSummary: vi.fn(),\\n 12| getBudgetTransactionCandidates: vi.fn(),\\n 13| updateBudgetTransactionCandidateCategory: vi.fn(),\\n 14| previewBatchBudgetTransactionCandidates: vi.fn(),\\n 15| batchBudgetTransactionCandidates: vi.fn(),\\n 16| confirmBudgetTransactionCandidate: vi.fn(),\\n 17| ignoreBudgetTransactionCandidate: vi.fn(),\\n 18| confirmBudgetTransactionCandidateSplit: vi.fn(),\\n 19| createReviewCategoryForCandidate: vi.fn(),\\n 20| markBudgetTransactionCandidateType: vi.fn()\\n 21|}))\\n 22|\\n 23|beforeEach(() => {\\n 24| vi.clearAllMocks()\\n 25| vi.mocked(getBudgetAccounts).mockResolvedValue([{ budget_account_id: 'acc1', name: 'Haushalt', account_type: 'checking', currency: 'CHF', is_active: true }] as any)\\n 26| vi.mocked(getBudgetCategories).mockResolvedValue([{ category_id: 'cat1', name: 'Essen & Haushalt', category_type: 'expense', is_active: true, children: [] }, { category_id: 'cat_media', name: 'Elektronische Medien', category_type: 'expense', is_active: true, children: [] }] as any)\\n 27| vi.mocked(getBudgetTransactionCandidateSummary).mockResolvedValue({ open_total: 2, auto_categorized: 0, review_needed: 1, galaxus_digitec: 0, migros_over_50: 0, covered_by_migros: 0, unclear: 0, possible_duplicates: 1 } as any)\\n 28| vi.mocked(getBudgetTransactionCandidates).mockResolvedValue([\\n 29| { transaction_candidate_id: 'cand1', source_file_label: 'visa.csv', source_type: 'credit_card_csv', transaction_date: '2026-03-02', description: 'APPLE.COM/BILL', merchant: 'Apple', amount_original: '10.00', currency_original: 'CHF', proposed_category_id: 'cat_media', proposed_category_name: 'Elektronische Medien', confidence: '0.90', requires_review: false, status: 'pending', classification: 'subscription_auto', review_reason: 'user_category_override' },\\n 30| { transaction_candidate_id: 'cand2', source_file_label: 'visa.csv', source_type: 'credit_card_csv', transaction_date: '2026-03-03', description: 'GOOGLE STORAGE', merchant: 'Google', amount_original: '2.00', currency_original: 'CHF', confidence: '0.80', requires_review: true, status: 'duplicate_candidate', classification: 'subscription_auto', review_reason: 'duplicate_detection_v1' }\\n 31| ] as any)\\n 32| vi.mocked(markBudgetTransactionCandidateType).mockResolvedValue({ status: 'transfer_candidate', classification: 'credit_card_payment', entity_id: 'cand1', audit_id: 'audit1', message: 'OK' } as any)\\n 33| vi.mocked(batchBudgetTransactionCandidates).mockResolvedValue({ updated_count: 2, skipped_count: 0, confirmed_count: 2, ignored_count: 2, reopened_count: 2, audit_id: 'audit_batch', errors: [] } as any)\\n 34| vi.mocked(previewBatchBudgetTransactionCandidates).mockResolvedValue({ preview_id: 'batchprev1', count: 1, categories: { 'Elektronische Medien': 1 }, sources: { credit_card_csv: 1 }, possible_duplicates: 1, blockers: { duplicate_candidates: 1, covered_by_source: 0, transfer_candidates: 0, without_category: 0, missing_required_fields: 0, not_confirmable: 0 }, conflicts: [{ candidate_id: 'cand2', reason: 'duplicate_candidate_blocked' }], can_confirm: false, requires_explicit_confirm: true } as any)\\n 35|})\\n 36|\\n 37|describe('Budget Import Production v2 review UI', () => {\\n 38| it('shows source-aware review tabs and candidate type actions', async () => {\\n 39| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 40| await flushPromises()\\n 41|\\n 42| expect(wrapper.text()).toContain('VISA')\\n 43| expect(wrapper.text()).toContain('Migros')\\n 44| expect(wrapper.text()).toContain('Raiffeisen')\\n 45| expect(wrapper.text()).toContain('AKB')\\n 46| expect(wrapper.text()).toContain('Kreditkartenausgleich')\\n 47| expect(wrapper.text()).toContain('True Wealth / Investment Transfers')\\n 48| expect(wrapper.text()).toContain('subscription_auto')\\n 49| })\\n 50|\\n 51| it('marks a candidate as credit card payment through audited type action', async () => {\\n 52| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 53| await flushPromises()\\n 54|\\n 55| await (wrapper.vm as any).markType({ transaction_candidate_id: 'cand1' }, 'credit_card_payment')\\n 56| await flushPromises()\\n 57|\\n 58| expect(markBudgetTransactionCandidateType).toHaveBeenCalledWith('cand1', 'credit_card_payment', 'User marked credit_card_payment')\\n 59| })\\n 60|\\n 61| it('shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible', async () => {\\n 62| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 63| await flushPromises()\\n 64| expect(wrapper.get('[data-test=\\\"bulk-selection-count\\\"]').text()).toContain('Ausgewählt: 0')\\n 65| expect('disabled' in wrapper.get('[data-test=\\\"bulk-apply-category\\\"]').attributes() || wrapper.get('[data-test=\\\"bulk-apply-category\\\"]').attributes('aria-disabled') === 'true').toBe(true)\\n 66|\\n 67| ;(wrapper.vm as any).selected = ['cand1', 'cand2']\\n 68| ;(wrapper.vm as any).bulkCategory = 'cat_media'\\n 69| await flushPromises()\\n 70| await (wrapper.vm as any).bulkSetCategory()\\n 71| await flushPromises()\\n 72|\\n 73| expect(batchBudgetTransactionCandidates).toHaveBeenCalledWith({ candidate_ids: ['cand1', 'cand2'], action: 'category', category_id: 'cat_media', budget_year: '2026', note: 'Bulk category assignment' })\\n 74| expect(wrapper.text()).toContain('Kategorie auf Auswahl angewendet')\\n 75| })\\n 76|\\n 77| it('opens bulk confirm preview dialog and disables final confirm when blockers exist', async () => {\\n 78| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 79| await flushPromises()\\n 80| ;(wrapper.vm as any).selected = ['cand1', 'cand2']\\n 81| ;(wrapper.vm as any).confirmAccount = 'acc1'\\n 82| await (wrapper.vm as any).previewBatchConfirm()\\n 83| await flushPromises()\\n 84|\\n 85| expect(previewBatchBudgetTransactionCandidates).toHaveBeenCalledWith(['cand1', 'cand2'], 'acc1', '2026')\\n 86| expect(wrapper.text()).toContain('Bulk Confirm Preview')\\n 87| expect(wrapper.text()).toContain('duplicate_candidate_blocked')\\n 88| expect(wrapper.text()).toContain('Elektronische Medien')\\n 89| expect('disabled' in wrapper.get('[data-test=\\\"bulk-confirm-final\\\"]').attributes() || wrapper.get('[data-test=\\\"bulk-confirm-final\\\"]').attributes('aria-disabled') === 'true').toBe(true)\\n 90| })\\n 91|})\\n 92|\", \"total_lines\": 91, \"file_size\": 6830, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_XiDEM87w6cLxh8QSsoiv0XwG", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", 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"id": "rs_011cf4c4a2671bda016a0e02f0fae8819182282e272efd8588", "summary": []}], "tool_calls": [{"id": "call_8q8FGyj06fhFqbIClljEXP59", "call_id": "call_8q8FGyj06fhFqbIClljEXP59", "response_item_id": "fc_011cf4c4a2671bda016a0e02f6117481918ea2e5d1247f4727", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":100,\"offset\":1500,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 1500| bb = set(_normalized_merchant_name(b).split())\\n 1501| if not aa or not bb:\\n 1502| return False\\n 1503| return bool(aa & bb) or _normalized_merchant_name(a) in _normalized_merchant_name(b) or _normalized_merchant_name(b) in _normalized_merchant_name(a)\\n 1504|\\n 1505|\\n 1506|def detect_duplicate_candidates(conn: Connection, *, day_window: int = 2) -> dict[str, Any]:\\n 1507| candidates = conn.execute(\\\"\\\"\\\"\\n 1508| SELECT * FROM budget_transaction_candidates\\n 1509| WHERE status NOT IN ('confirmed','ignored','covered_by_source','covered_by_migros','auto_ignored_duplicate','superseded','reference_2025','archived_reference')\\n 1510| AND transaction_date IS NOT NULL AND amount_original IS NOT NULL\\n 1511| \\\"\\\"\\\").fetchall()\\n 1512| transactions = conn.execute(\\\"SELECT * FROM budget_transactions WHERE status='confirmed' AND transaction_date IS NOT NULL\\\").fetchall()\\n 1513| safe = possible = 0\\n 1514| ts = now()\\n 1515| for cand in candidates:\\n 1516| try:\\n 1517| cdate = datetime.fromisoformat(str(cand[\\\"transaction_date\\\"])[:10])\\n 1518| camount = Decimal(str(cand[\\\"amount_original\\\"]))\\n 1519| except Exception:\\n 1520| continue\\n 1521| cmerchant = str(cand[\\\"merchant_display_name\\\"] or cand[\\\"merchant\\\"] or cand[\\\"description\\\"] or \\\"\\\")\\n 1522| for tx in transactions:\\n 1523| try:\\n 1524| tdate = datetime.fromisoformat(str(tx[\\\"transaction_date\\\"])[:10])\\n 1525| tamount = Decimal(str(tx[\\\"amount_original\\\"]))\\n 1526| except Exception:\\n 1527| continue\\n 1528| day_diff = abs((cdate - tdate).days)\\n 1529| if day_diff > day_window or camount != tamount or str(cand[\\\"currency_original\\\"] or \\\"CHF\\\") != str(tx[\\\"currency_original\\\"] or \\\"CHF\\\"):\\n 1530| continue\\n 1531| if not _similar_merchant(cmerchant, str(tx[\\\"payee\\\"] or tx[\\\"description\\\"] or \\\"\\\")):\\n 1532| continue\\n 1533| exact_text = _normalized_merchant_name(cmerchant) == _normalized_merchant_name(str(tx[\\\"payee\\\"] or tx[\\\"description\\\"] or \\\"\\\"))\\n 1534| high_conf = Decimal(str(cand[\\\"confidence\\\"] or \\\"0\\\")) >= Decimal(\\\"0.95\\\")\\n 1535| if day_diff == 0 and exact_text and high_conf:\\n 1536| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='auto_ignored_duplicate', status_label='Automatisch ignoriertes Duplikat', duplicate_of_transaction_id=?, requires_review=0, review_reason='safe_duplicate_existing_transaction', updated_at=? WHERE transaction_candidate_id=?\\\", (tx[\\\"budget_transaction_id\\\"], ts, cand[\\\"transaction_candidate_id\\\"]))\\n 1537| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"auto_ignore_duplicate\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=cand[\\\"transaction_candidate_id\\\"], old_values={\\\"status\\\": cand[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"auto_ignored_duplicate\\\", \\\"duplicate_of_transaction_id\\\": tx[\\\"budget_transaction_id\\\"]}, created_by=\\\"system\\\")\\n 1538| safe += 1\\n 1539| else:\\n 1540| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='duplicate_candidate', status_label=?, duplicate_of_transaction_id=?, requires_review=1, review_reason='duplicate_detection_v1', updated_at=? WHERE transaction_candidate_id=?\\\", (STATUS_LABELS[\\\"duplicate_candidate\\\"], tx[\\\"budget_transaction_id\\\"], ts, cand[\\\"transaction_candidate_id\\\"]))\\n 1541| possible += 1\\n 1542| break\\n 1543| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_duplicate_detection_v2\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"duplicate_detection_v2\\\", new_values={\\\"safe_duplicate_count\\\": safe, \\\"possible_duplicate_count\\\": possible}, created_by=\\\"system\\\")\\n 1544| conn.commit()\\n 1545| return {\\\"duplicate_count\\\": safe + possible, \\\"safe_duplicate_count\\\": safe, \\\"possible_duplicate_count\\\": possible, \\\"audit_id\\\": audit_id}\\n 1546|\\n 1547|\\n 1548|def archive_reference_year_candidates(conn: Connection, *, active_year: str = \\\"2026\\\", reference_year: str = \\\"2025\\\") -> dict[str, int | str]:\\n 1549| ts = now()\\n 1550| rows = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status NOT IN ('confirmed','reference_2025','archived_reference','superseded')\\\", (reference_year,)).fetchall()\\n 1551| updated = 0\\n 1552| for row in rows:\\n 1553| status = f\\\"reference_{reference_year}\\\" if reference_year == \\\"2025\\\" else \\\"archived_reference\\\"\\n 1554| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, requires_review=0, review_reason=?, updated_at=? WHERE transaction_candidate_id=?\\\", (status, f\\\"reference_year_not_active_budget_{active_year}\\\", ts, row[\\\"transaction_candidate_id\\\"]))\\n 1555| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"archive_reference_year_candidate\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=row[\\\"transaction_candidate_id\\\"], old_values=row_to_dict(row), new_values={\\\"status\\\": status, \\\"active_year\\\": active_year}, created_by=\\\"system\\\")\\n 1556| updated += 1\\n 1557| conn.commit()\\n 1558| return {\\\"updated_count\\\": updated, \\\"active_year\\\": active_year, \\\"reference_year\\\": reference_year}\\n 1559|\\n 1560|\\n 1561|def cleanup_migros_article_candidates(conn: Connection, *, dry_run: bool = True) -> dict[str, int]:\\n 1562| where = \\\"\\\"\\\"\\n 1563| status IN ('pending','needs_review','duplicate')\\n 1564| AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')\\n 1565| AND COALESCE(source_type,'') NOT IN ('migros_receipt')\\n 1566| \\\"\\\"\\\"\\n 1567| rows = conn.execute(f\\\"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {where}\\\").fetchall()\\n 1568| count = len(rows)\\n 1569| if dry_run:\\n 1570| return {\\\"article_candidate_count\\\": count, \\\"superseded_count\\\": 0, \\\"dry_run\\\": 1}\\n 1571| ts = now()\\n 1572| conn.execute(f\\\"UPDATE budget_transaction_candidates SET status='superseded', review_reason='superseded_by_migros_receipt_aggregation', updated_at=? WHERE {where}\\\", (ts,))\\n 1573| audit_id = record_audit_event(conn, source=\\\"budget_phase15_cleanup\\\", action=\\\"cleanup_migros_article_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"migros_article_candidates\\\", new_values={\\\"article_candidate_count\\\": count, \\\"status\\\": \\\"superseded\\\"}, created_by=\\\"agent\\\")\\n 1574| conn.commit()\\n 1575| return {\\\"article_candidate_count\\\": count, \\\"superseded_count\\\": count, \\\"audit_id\\\": audit_id, \\\"dry_run\\\": 0}\\n 1576|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_8q8FGyj06fhFqbIClljEXP59", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e02fb83d88191afe76a7e4fa4989e", "summary": []}], "tool_calls": [{"id": "call_9wL9wLwMm58ChzxqiMQaAnnE", "call_id": "call_9wL9wLwMm58ChzxqiMQaAnnE", "response_item_id": "fc_011cf4c4a2671bda016a0e0305ebc48191b9c709421b99a8bb", "type": "function", "function": {"name": "write_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_duplicate_handling_hotfix.py\",\"content\":\"from __future__ import annotations\\n\\nimport pytest\\nfrom fastapi import HTTPException\\n\\nfrom jarvis_finance.services.budget_accounts import confirm_create_budget_account\\nfrom jarvis_finance.services.budget_categories import confirm_create_category\\nfrom jarvis_finance.services.budget_csv_imports import import_budget_csv_text\\nfrom jarvis_finance.services.budget_imports import (\\n batch_mark_candidates,\\n confirm_duplicate_override,\\n confirm_transaction_candidate,\\n list_transaction_candidates,\\n preview_batch_confirm_candidates,\\n)\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\ndef db():\\n conn = connect_memory()\\n apply_migrations(conn)\\n return conn\\n\\n\\ndef setup_base(conn):\\n account = confirm_create_budget_account(conn, {\\\"name\\\": \\\"Budget Konto\\\", \\\"account_type\\\": \\\"cash\\\", \\\"currency\\\": \\\"CHF\\\"})[\\\"entity_id\\\"]\\n food = confirm_create_category(conn, {\\\"name\\\": \\\"Essen & Haushalt\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n return account, food\\n\\n\\ndef candidate(conn, cid: str, *, status: str = \\\"pending\\\", category_id: str | None = None, description: str = \\\"M Windisch\\\", source_type: str = \\\"migros_receipts\\\") -> None:\\n conn.execute(\\n \\\"\\\"\\\"\\n INSERT INTO budget_transaction_candidates(\\n transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n transaction_date, description, merchant, amount_original, currency_original,\\n proposed_category_id, proposed_category_name, confidence, requires_review, status,\\n classification, review_reason, raw_fingerprint, created_at, updated_at\\n ) VALUES (?, '2026 Migros Einkäufe.csv', ?, ?, '2026-03-20', ?, 'M Windisch', '0.40', 'CHF', ?,\\n CASE WHEN ? IS NULL THEN NULL ELSE 'Essen & Haushalt' END, '0.80', 0, ?, 'migros_receipt_food_household',\\n 'duplicate_detection_v1', ?, '2026-01-01T00:00:00', '2026-01-01T00:00:00')\\n \\\"\\\"\\\",\\n (cid, cid, source_type, description, category_id, category_id, status, cid),\\n )\\n conn.commit()\\n\\n\\ndef test_normal_review_and_migros_tab_exclude_duplicates_but_duplicates_tab_shows_them() -> None:\\n conn = db(); _account, food = setup_base(conn)\\n candidate(conn, \\\"open1\\\", status=\\\"pending\\\", category_id=food)\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_candidate\\\", category_id=food)\\n candidate(conn, \\\"blocked1\\\", status=\\\"duplicate_blocked\\\", category_id=food)\\n candidate(conn, \\\"possible1\\\", status=\\\"possible_duplicate\\\", category_id=food)\\n\\n normal_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, budget_year=\\\"2026\\\")}\\n migros_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, tab=\\\"migros\\\", budget_year=\\\"2026\\\")}\\n duplicate_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, tab=\\\"duplicates\\\", budget_year=\\\"2026\\\")}\\n\\n assert normal_ids == {\\\"open1\\\"}\\n assert migros_ids == {\\\"open1\\\"}\\n assert duplicate_ids == {\\\"dup1\\\", \\\"blocked1\\\", \\\"possible1\\\"}\\n\\n\\n@pytest.mark.parametrize(\\\"status\\\", [\\\"duplicate_candidate\\\", \\\"duplicate_blocked\\\", \\\"possible_duplicate\\\", \\\"superseded\\\", \\\"covered_by_migros\\\", \\\"ignored\\\"])\\ndef test_normal_confirm_guard_blocks_duplicate_and_covered_statuses(status: str) -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, f\\\"cand_{status}\\\", status=status, category_id=food)\\n\\n with pytest.raises(HTTPException) as exc:\\n confirm_transaction_candidate(conn, f\\\"cand_{status}\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\"})\\n\\n assert exc.value.status_code == 409\\n assert \\\"Kandidat ist als Duplikat/covered/ignored markiert\\\" in str(exc.value.detail)\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transactions\\\").fetchone()[0] == 0\\n\\n\\ndef test_duplicate_override_requires_reason_and_audits_explicit_booking() -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_candidate\\\", category_id=food)\\n\\n with pytest.raises(HTTPException) as exc:\\n confirm_duplicate_override(conn, \\\"dup1\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\"})\\n assert exc.value.status_code == 422\\n\\n result = confirm_duplicate_override(conn, \\\"dup1\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\", \\\"reason\\\": \\\"Bewusst separater Bon trotz Treffer\\\"})\\n\\n assert result[\\\"status\\\"] == \\\"confirmed\\\"\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transactions\\\").fetchone()[0] == 1\\n audit_actions = {r[0] for r in conn.execute(\\\"SELECT action FROM audit_events\\\").fetchall()}\\n assert \\\"candidate_duplicate_override_confirmed\\\" in audit_actions\\n\\n\\ndef test_batch_confirm_skips_duplicates_and_reports_per_candidate_error() -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, \\\"ok1\\\", status=\\\"pending\\\", category_id=food, description=\\\"Coop Einkauf\\\", source_type=\\\"visa_credit_card\\\")\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_blocked\\\", category_id=food)\\n\\n preview = preview_batch_confirm_candidates(conn, candidate_ids=[\\\"ok1\\\", \\\"dup1\\\"], account_id=account, budget_year=\\\"2026\\\")\\n assert preview[\\\"count\\\"] == 1\\n assert preview[\\\"can_confirm\\\"] is False\\n assert preview[\\\"conflicts\\\"] == [{\\\"candidate_id\\\": \\\"dup1\\\", \\\"reason\\\": \\\"duplicate_candidate_blocked\\\"}]\\n\\n result = batch_mark_candidates(conn, candidate_ids=[\\\"ok1\\\", \\\"dup1\\\"], action=\\\"confirm\\\", account_id=account, preview_id=preview[\\\"preview_id\\\"], budget_year=\\\"2026\\\")\\n assert result[\\\"confirmed_count\\\"] == 1\\n assert result[\\\"skipped_count\\\"] == 1\\n assert result[\\\"errors\\\"] == [{\\\"candidate_id\\\": \\\"dup1\\\", \\\"error\\\": \\\"duplicate_candidate_blocked\\\"}]\\n assert conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id='dup1'\\\").fetchone()[0] == \\\"duplicate_blocked\\\"\\n\\n\\ndef test_migros_receipt_key_import_is_idempotent_across_reimports_and_article_rows_are_detail_only() -> None:\\n conn = db(); _account, food = setup_base(conn)\\n csv_text = \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\"\\n\\n first = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"2026 Migros Einkäufe.csv\\\", dry_run=False, default_category_id=food)\\n second = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"same receipt exported again.csv\\\", dry_run=False, default_category_id=food)\\n\\n assert first[\\\"candidate_count\\\"] == 1\\n assert second[\\\"candidate_count\\\"] == 0\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE source_type IN ('migros_receipts','migros_receipt')\\\").fetchone()[0] == 1\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_import_line_items\\\").fetchone()[0] == 2\\n\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "write_file", "content": "{\"bytes_written\": 6834, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [11:5] \\\"confirm_duplicate_override\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\n\"}", "tool_call_id": "call_9wL9wLwMm58ChzxqiMQaAnnE", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf", "call_id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf", "response_item_id": "fc_011cf4c4a2671bda016a0e032e1c3c8191b23438ab9353b706", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"pytest -q tests/unit/test_budget_duplicate_handling_hotfix.py\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "terminal", "content": "{\"output\": \"==================================== ERRORS ====================================\\n_____ ERROR collecting tests/unit/test_budget_duplicate_handling_hotfix.py _____\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_duplicate_handling_hotfix.py'.\\nHint: make sure your test modules/packages have valid Python names.\\nTraceback:\\n../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module\\n return _bootstrap._gcd_import(name[level:], package, level)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\ntests/unit/test_budget_duplicate_handling_hotfix.py:9: in \\n from jarvis_finance.services.budget_imports import (\\nE ImportError: cannot import name 'confirm_duplicate_override' from 'jarvis_finance.services.budget_imports' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py)\\n=========================== short test summary info ============================\\nERROR tests/unit/test_budget_duplicate_handling_hotfix.py\\n!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!\\n1 error in 0.30s\", \"exit_code\": 2, \"error\": null}", "tool_call_id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!", "finish_reason": "tool_calls", "reasoning_content": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgM7B5GjBGItwbsuZcgACDzDNjp22oWR_M74XpgW7JZNYsAOgz6TzIVDM6VmqgFUpiU5uLBC2bx4GtxwIyou9soD-JPC8ovdxqPQLUWDfhFZDoOqvCIy4J7qhxXskg09iMUIWfl6sS0L_RkjftePVMvgwJC2x6UtrhRSa7mYGSh-QlA-DJWd8yQdCxTbiBQx9VTw3y1_gz8Q4XsKSLK2TlR3ytWnnTzNSLjGl-3z76zqUUjtwdqQJkyeLaIwZ8UWLIYNhJ1Sd9p7PyIstHtM2oxiJwAsL_qSQvo0aKaQMhh6LISgLBRgymXr8BQNY_iMAtaOet0sVwcUMiwIZWXnXZij8MS9AqRFSC0FM7Hkfi6f8W3D2unwCBsgaAOZCmGiRwKKg9JJorTua6CTVwwp47L1zo16fSN1lltRRgEEnTlTfsEE1F9fLcbdA56ZbEDnklt8t2esRXRxgQJflAbh9PweuQgwmDVpTUuF1KncaYVjRQGz-M7PDgBRVzpjJV8-9FGNcIjd2nsI4RO7IMgX14DdROQg_MemBwZuPuejTqJ0vXxEQ2OuyWBf_RkQ3QM_egp9mc2AqQPgOU0-2w5g9pkgX-ephKicbm1koQzOYRtmlfVZRoauXuRXso3PY98NQnGeqIGHqVCKOSug6zTFu5tCNr4K-9RkofLxCkm4B2hu0URMjng0bdIrhC9gxC6j7TeDtm533TZP9hTmWp75ACMCalvBw9RlYsGsmistsOf7qw8jIoeKiZWYpBRozAIGkKvCwBeQdFEItjNLDi0aXOCrvuPaZe78b9zEts36ruvYkICvuwD3anlgFwRRwxjlZbiKDV3houEi9tcr48i7L1GIKu0TWtS6xveeUpfZ8vkkLy1zYrN3ci7CC2LWVybABD9HNMoOqEXShz1IVS11AijmXJYE_223bqsVV5kbccH3VfLxIwrVYnL_-pMBSY8NdhLSy-wtUM9Q1gxdOq4cs5ZeD1S_G8-N5yEFIhakLPs5RWgJKqj1PqOLSq6Jub8AGO3Lh0p4n_ej4ZUZ_n8qqPV9aVfW86MIOiv1847DYow19zp9bq0GF4SMeGAzdswrq_uwYWAHVX_vwZmg8kVq7RexS74M1ZSKgiSuoxQHc2PvpKT7Xs2FplksSn2GBvzBx8Z2", "id": "rs_011cf4c4a2671bda016a0e0332235c81919f5c87ca1a0fa67c", "summary": [{"type": "summary_text", "text": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!"}]}], "tool_calls": [{"id": "call_earHmo4oDwrsrbGzcyaGuSAl", "call_id": "call_earHmo4oDwrsrbGzcyaGuSAl", "response_item_id": "fc_011cf4c4a2671bda016a0e03340ef88191a864e4a2cb0bb5d4", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"old_string\":\"USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\nUSER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\nUSER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\nUSER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n\",\"new_string\":\"USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\nUSER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"possible_duplicate\\\", \\\"duplicate_blocked\\\"}\\nUSER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"} | USER_DUPLICATE_STATUSES\\nUSER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\nNORMAL_REVIEW_EXCLUDED_STATUSES = USER_EXCLUDED_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\"}\\nDUPLICATE_CONFIRM_BLOCKED_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\nDUPLICATE_CONFIRM_BLOCK_MESSAGE = \\\"Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt werden.\\\"\\n\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -143,9 +143,12 @@\\n \\n \\n USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\n-USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\n-USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n+USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"possible_duplicate\\\", \\\"duplicate_blocked\\\"}\\n+USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"} | USER_DUPLICATE_STATUSES\\n USER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n+NORMAL_REVIEW_EXCLUDED_STATUSES = USER_EXCLUDED_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\"}\\n+DUPLICATE_CONFIRM_BLOCKED_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n+DUPLICATE_CONFIRM_BLOCK_MESSAGE = \\\"Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt werden.\\\"\\n \\n STATUS_LABELS = {\\n \\\"pending\\\": \\\"Offen\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_earHmo4oDwrsrbGzcyaGuSAl", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_LExHx4GsxGFWnOOhgeZLntPF", "call_id": "call_LExHx4GsxGFWnOOhgeZLntPF", "response_item_id": "fc_011cf4c4a2671bda016a0e0341724481918507793da469c616", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"old_string\":\" existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n \\\"\\\"\\\",\\n (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n ).fetchone()\\n if existing:\\n return False\\n\",\"new_string\":\" if row.get(\\\"receipt_key\\\") and row.get(\\\"source_type\\\") in {\\\"migros_receipt\\\", \\\"migros_receipts\\\"}:\\n existing_receipt = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_type IN ('migros_receipt','migros_receipts')\\n AND receipt_key=?\\n AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n \\\"\\\"\\\",\\n (row.get(\\\"receipt_key\\\"),),\\n ).fetchone()\\n if existing_receipt:\\n return False\\n existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n \\\"\\\"\\\",\\n (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n ).fetchone()\\n if existing:\\n return False\\n\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -204,6 +204,18 @@\\n \\n \\n def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\\n+ if row.get(\\\"receipt_key\\\") and row.get(\\\"source_type\\\") in {\\\"migros_receipt\\\", \\\"migros_receipts\\\"}:\\n+ existing_receipt = conn.execute(\\n+ \\\"\\\"\\\"\\n+ SELECT 1 FROM budget_transaction_candidates\\n+ WHERE source_type IN ('migros_receipt','migros_receipts')\\n+ AND receipt_key=?\\n+ AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n+ \\\"\\\"\\\",\\n+ (row.get(\\\"receipt_key\\\"),),\\n+ ).fetchone()\\n+ if existing_receipt:\\n+ return False\\n existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_LExHx4GsxGFWnOOhgeZLntPF", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgNSCZWxEOZbJKJxhEBAbzxspbd03XFwOQ4RXVpX-OTFqdaaJeyHuO-w7GqyGkInLWL2rYKqwobsqWO20XrL0fyAGPXc3jvGOVCTSXMEKBFQpnY8rkwdPad-ZuubkOXt2oMlsBySUYlPEqaUx59j28Xfvj8jiO5yW86Rp5OI0P-BEcE5-piLOGK4gNr4aLPHsrEtkey-ebXh9pg1H-OzHimL1QqZUVdnBkKU29c_lplStBa2Ju_u_BCITvDMHtX-10QM2Be1XrhW6Ipf9KCHCH_dmNrgs4ZFOFK0FfzIQGOvS0HwpZ4B5uoW-0TxFtZG5AUbInXcZZW7Y64lxkgp62SZI6J4s1yksQEaeELTuztQzogW51wEYEXUlY-_X9Yk4yGNj0SRtIyUqPEc_THJqwh6yEyiL_f2bwRpRG8ee8hgX-qDi-9VoOpue6HyaNcjheHKivq6QxY4YTd95bPTWctao4iqqPsQPhMWAKGknXqTU_fVHbA_ymMmn7-jUIlJm_TLoM-8qq_EwAk0FnAqUkAy_RI3Uv68uziinAQ4m1m3oj90Setv5ygzGgeV6RifFt2tsOa0qmwXMYCKEQBmJhx_vCOFDb25zclrKJv0gfqsk7qfAQcYchd_-TnLatyZFLaJ4bMBEeQkhtLFmAuSxIi5DZhBFhWs8ksRfnHySEoiuRapXz2Wq9cNVTNY3uu1sJ9fQSIqC44CeCp3TH8_ofDNM0qMqKdCFXMy230pP_Bk7oaNABCn4EZxatW6dqjA_4EhyHE5MTHWDOtWabqSYLgQo_DnDqkC09Kh9neiPgYVI4ObYE2ikdzpcR4q56sPGS60TY_THXT7uJpNnfQBD_hNw2wWSPPFcZWR_EBEynyPm_GkNfz0EaQkOBON5Nhf9RntDzxs4J1Od6Jf_yw7IG9rWAIiiesYOnnb8zwqS6-5cgPunrFeQtHBWWZF2z6R0cbq", "id": "rs_011cf4c4a2671bda016a0e034f7c9881918a61777415bfe9c7", "summary": []}], "tool_calls": [{"id": "call_YO1C5E2LMKaZCDhiTPRaOYUs", "call_id": "call_YO1C5E2LMKaZCDhiTPRaOYUs", "response_item_id": "fc_011cf4c4a2671bda016a0e034ffd64819198329209d5d89632", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"old_string\":\" \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n\",\"new_string\":\" \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"possible_duplicate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"duplicate_blocked\\\": \\\"Blockiertes Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -159,6 +159,8 @@\\n \\\"covered_by_source\\\": \\\"Durch Quelle abgedeckt\\\",\\n \\\"covered_by_migros\\\": \\\"Durch Migros abgedeckt\\\",\\n \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n+ \\\"possible_duplicate\\\": \\\"Mögliches Duplikat\\\",\\n+ \\\"duplicate_blocked\\\": \\\"Blockiertes Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"transfer_candidate\\\": \\\"Möglicher Transfer\\\",\\n \\\"already_processed\\\": \\\"Bereits verarbeitet\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_YO1C5E2LMKaZCDhiTPRaOYUs", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!", "finish_reason": "tool_calls", "reasoning_content": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgNdMiRrB15NI1fozDdnWvdGLnvS9UltHrH7r13gyLhMkE9QRSrjQLHH7sZaWypuf6e1pvWUj8HKiMfv5yFAREFXN4BuHkMUzaG-jgjUmCApR64OQWu0hM_T6q964_-IQaNZJWIrDBo0mZSFVgyxD-oO3A_2KkOTH7gxjW0_cJPBDk0Ug-rOsWAn__bDbkHSAEdMmnXHFEn0JNafe_s-q4XMw49g9W8TBQL-75cTCzHxYGaRF497w3-jjyLhRdnkA_yrHSKIGqMpxkaNeQ8ToKYLqdFirbrH5yOzH40OhkuA4ktECD403u4ZyVAey-QluAmA-gOaQ_U3tkOlzArUsV2ij5xQ51iqtAmOUf0aJp-T24qChT7Fidq8bfXeTcgDKKm5JRvYqS_oOzuRzYeCYmRxe5Z21lkkn4zjX4dNNgxt5Qh2EgUeRnPwcxibBgCT40MiARiRENMEo39eQ9FyL5ZhZk-ERCdbLX48pBt_sApHbk4r3aX7WDw32_oB3W2BNch3zeYwSrVm01D5taMjCB5wAV8J65iEgImx8w822mDuElsgnM6h5NNBF-o57FraNAM1CPEvkp_Lst4XDDQhBxaAjI-UHUWY5TkurbW4XYt5OshUnsUd0pXi1DWRRuvWbmtH-243NwbBiRGV0AtRFjpgWlZV9gAryurfdhA5P_t7IP-mMnIJZqvWcrN2oeEQrxBV9umEF6-vDxgc7HdD8FyRo8gZU5vvZiNb54NlQ6S2UcREd6ce6AcLqR8ElINVc2CkwKA_iNBak2NpzqrdxUZw324ixBv1Z_ge1J3du6_0UYLU4dVecZ3HukNBjVIlhOFzdw_Zq3zBU04JlayC4vvcHl0r3nuk0k9fTeUra0XM3mWLqjeQ0dUAcqmr_Ie_lgWnb-qlTH-ihR5iagpUjeAZ3LFgh69dlS5IMFCGdwCN_o3fHnbHP8KlgHGN3o4wvHZEz900UtBXnImoPvR5YS1d7ktinIpWqX84ETd9jftqPkoVW_ORyOpVbqdHM5SeX2CqXzDLSISTShehFKYHh-BuXFcz-S0yhp7K_h58geV9DQFO9L27rTKr79_fge-DHtFDRp8_XzbJc_YjZn-bHJoE-NLkIE7DlmoIvKz2_YJa-mwZBvsYzPDtmg3l_Qu50BWt", "id": "rs_011cf4c4a2671bda016a0e035729ec8191b9e9436e60775b63", "summary": [{"type": "summary_text", "text": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!"}]}], "tool_calls": [{"id": "call_oYhvKU739LjU2oseTUiSkg92", "call_id": "call_oYhvKU739LjU2oseTUiSkg92", "response_item_id": "fc_011cf4c4a2671bda016a0e03599cd08191b845348300d777e8", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" normal_excluded_sql = \\\"'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed'\\\"\\n if status == \\\"open\\\":\\n clauses.append(\\\"status IN ('pending','auto_categorized','needs_review')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n clauses.append(f\\\"status NOT IN ({normal_excluded_sql})\\\")\\n\",\"old_string\":\" if status == \\\"open\\\":\\n clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -779,12 +779,13 @@\\n clauses=[]; params=[]\\n if budget_year:\\n clauses.append(\\\"substr(transaction_date,1,4)=?\\\"); params.append(budget_year)\\n+ normal_excluded_sql = \\\"'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed'\\\"\\n if status == \\\"open\\\":\\n- clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n+ clauses.append(\\\"status IN ('pending','auto_categorized','needs_review')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n- clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n+ clauses.append(f\\\"status NOT IN ({normal_excluded_sql})\\\")\\n if tab:\\n mapping = {\\n \\\"auto\\\": \\\"requires_review=0 AND status IN ('pending','auto_categorized')\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_oYhvKU739LjU2oseTUiSkg92", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Yz1BlL8W5TfZtE0hNWEquMob", "call_id": "call_Yz1BlL8W5TfZtE0hNWEquMob", "response_item_id": "fc_011cf4c4a2671bda016a0e0362132c8191a172a6be9b701943", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')\\\",\\n\",\"old_string\":\" \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -799,7 +799,7 @@\\n \\\"pets\\\": \\\"classification='pets'\\\",\\n \\\"unclear\\\": \\\"classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')\\\",\\n \\\"covered_by_migros\\\": \\\"status='covered_by_migros'\\\",\\n- \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n+ \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')\\\",\\n \\\"auto_ignored_duplicates\\\": \\\"status='auto_ignored_duplicate'\\\",\\n \\\"covered_by_source\\\": \\\"status IN ('covered_by_migros','covered_by_source')\\\",\\n \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Yz1BlL8W5TfZtE0hNWEquMob", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_8ysi0DgaYFfmgqbHUdJdQJQa", "call_id": "call_8ysi0DgaYFfmgqbHUdJdQJQa", "response_item_id": "fc_011cf4c4a2671bda016a0e0369748481919bdeb7b986e5b49b", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\\"migros\\\": \\\"(source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros') AND status NOT IN ('confirmed','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','ignored','reference_2025','archived_reference')\\\",\\n\",\"old_string\":\" \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -805,7 +805,7 @@\\n \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n \\\"bank\\\": \\\"source_type IN ('bank_csv','raiffeisen_bank','akb_bank')\\\",\\n \\\"visa\\\": \\\"source_type='visa_credit_card' OR source_type='credit_card_csv'\\\",\\n- \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n+ \\\"migros\\\": \\\"(source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros') AND status NOT IN ('confirmed','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','ignored','reference_2025','archived_reference')\\\",\\n \\\"raiffeisen\\\": \\\"source_type='raiffeisen_bank'\\\",\\n \\\"akb\\\": \\\"source_type='akb_bank'\\\",\\n \\\"income\\\": \\\"classification='income_candidate'\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_8ysi0DgaYFfmgqbHUdJdQJQa", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgN2o2b42ErlJfPTAtkobLZIOnsjzB42HMxXK6em8bNCN8ce_02imZoSEfHwT_d-F3DGgJSRcHVmtW8IkR1Z_FKuio46RQzLsxeRykHkNWILi7k-yjnZ_3BD8xe9fWgHgatM-oqjVRacQoO77AndYc3Ror43NJByGxA_LgsKjWTMtO96kKk0Xz578Sl2nL5wugGvfRqAeL0QoOxXPjnn61SYG68zhcTKEnrgV9ZPnfn6SMC7qxm2lyNuvrV8wbHjb2SVkiCApWsnMVel4xYHD8Du7LX4WAaZUPDGQkg4r6EEZC2cYEG6KrxOzxzwi3rpHrbboyC8gcelDazALYFjp6lG-wWcPI4CZzY_CAmuMy7EPxyJQoP3xfnkmOE3cjtzd47jy1Vut--8_RlcdHEwkUGloajfnWye7sdBwPU9NSZ_gqHlDqvCXthTPVpyHoSPy2R0Z2EslpD6DnUZoUE_6JEj9lQfpPPGtmgmKjrd5GXuahBYkyc5TP7-BOKaNNtM3jUaYoO6ZxqTma0EbNcKh_SAOe4jx8lhOHL7u-h7j0lJ7xRRfoKpN-wy-3_nWqFsiShw2qwJOwo6l_lLn7uExvhWix15Jol1kbviNwNGnMppGK-xy4EdMRpNaHWk8AXvOIhBxNgN7sqOifEhJzRx3ttSQ8h17AkH5NZbK59lpKeE-fGGfzl6AKljbyzN94qHSIH8fMln7EFOvWOKH83wZQ1N_YgpCiP1s7F8yavtzhSmpTAB0eRZmfj-qHm8Eb5qEjn3R0kVmmlc0DYc4VJOBjUqu9Fw-4nSUS0-hgL90vztRtk7FtlMJMmqYPV1MjfF5_13805-uYeDPYTZojYVhQF5gieKPhUDDt5_AHtnhmFxBbU11A27VH26PFC0UiXiP8P_l_QJz8JVWNN6_q2vpY_3SaFT32S1k0pw-bXloCd5QdM4f7seKS7M55ENvu9XxJa31mjrAmzak-sr2R-01MUbuACFFzU-txoRpdKfRosQw4I=", "id": "rs_011cf4c4a2671bda016a0e0370b6148191b72fb242c3658a7b", "summary": []}], "tool_calls": [{"id": "call_t7utNvAXAiBw24GXtVU1ZMVz", "call_id": "call_t7utNvAXAiBw24GXtVU1ZMVz", "response_item_id": "fc_011cf4c4a2671bda016a0e0372e3908191a04af3f91759e469", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n\",\"old_string\":\" payload = payload or {}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -901,6 +901,9 @@\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ status = str(row[\\\"status\\\"] or \\\"\\\")\\n+ if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n notes = row[\\\"notes\\\"] or \\\"\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_t7utNvAXAiBw24GXtVU1ZMVz", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!", "finish_reason": "tool_calls", "reasoning_content": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgN-68pi30AMVB8coMQaojySDA-oluTlxgQ41fbWUMQL7eGprlNS_tHy3YWp7JrYkN0Rx3RX6i0W-fhUxPwCNYC4SpYVr07Zc9PKzNKJedd-Dz_kl9qF0jMvxGD0WuXZqa1xtdoKknwQqmmWvp7IXEMdtduinUahHNQUoqygqnDz96CLFCjVvYjycgqyDAWwEeMGGgbVfEX8sxm9kY48Usr3OkRM4ysam6LFkQnPe5q5ZwS4Q4zryRqGeKtt8iNlIiOTJoENQOZH-Q0yi-wozWwShy6LSzUVtaKtf32rC_jXiOcCAM3QV-UL4X2OJ4YQjLRMkjRP4w9WQpa45YHJQWl46UKHY-F-ZRS2aLQ758YtljnP-PHBtlfawI_kWGj_BtUrhpk5bgvNXJzO3YmOgQZUn6xUy9DaSBOvos3uaD0QF5BvIFbEicV86XtkR0d_EPrO5wVDpWNGDTDHvtvJlYKwELzSB743r-hobyPW3PVgS9h1i4mZ3y26t2B4e5msDw-G4j6oRYe0it69sO4yqma1Zhvs3e9dN9N-2d5GSf0lWDHHGl99V27qj9KYuS_uwMvGCpluLXLOKExwakA3y2XN7SwEr598V1ln3uiLR511Jia-t3aRGqzoTjElZUop2yJ9utc5jWnG6gogt7G8gxNr1cKSr-sCWgSs1_khm8ofHsH37HLx5VPM-UOufp43On3C3FzbiQlgCnGxUhAPuriA_i54x1OIKDU059tJqF5oeviqUH70_XfUjAt4cMYW1ryM-_odr5eJm7cvSns01q6hJ0YzZ1pwWXrH77NvsfeLRBDZHuMZAvLgsWXl3-C62EQ-09AJp0WEWzYajlt5KOBW9Ibyil8rCgzmnEY0-R0Iq_2-Kag81daKI7kAjtvTa8MgLNUddFDbgYP_Ys4lZmR32rjPIexFBmq2IRs55pP_YrtB_ERm15C2f8-O0mNYndqlWFE5FQF6pJhWfrdWgFjn4vvED2YR6f6CG0KLGx_77FKJ1IKI2yQ3Rh8JTrk50TBUHYdEQdx1mb1UP-9BVHUDnlViWALI3HRHuIx4KD25kUKYMdCoR1Uxt8tq47s24Mflxp0N-QtNfcagRpWvkhJEh36Nkyqb3N8TZduL0Uqi-v__dbaDKqilhxr93OXa1lRi498By9d_lsNlmF2z7Z6JbJupREWCKI55xEdWmrZ3EZZI3Gns8btSLcYBRdVWurdqeCxzwM6c-QxJmdpQke2sXk7tGzQfVujbC4wV5xc3GJUXTbYxoJVHFKZfhbAowSPs79ZKe2PdpXUaJU1SDZvFmNuAuLbPfH0hSW3SNLlML-7F1yZOQwX-8YnnsXoRrpwI3rsN0NXImAGkJwtYePmAFen8bYrmGVW7l15-DymYyOYOvn_5LL1PWDyBdXycN21B0kpnTWLHwI3idsM0MTxO60DV7RO7nMBGp1SJ1dCvCbBE43esraNb7DFfThM7k-pS", "id": "rs_011cf4c4a2671bda016a0e037b0fe48191a36ce0c1364e505c", "summary": [{"type": "summary_text", "text": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!"}]}], "tool_calls": [{"id": "call_p9TFapubpkjKpNLsTFtjIQ8j", "call_id": "call_p9TFapubpkjKpNLsTFtjIQ8j", "response_item_id": "fc_011cf4c4a2671bda016a0e037e2b68819187b9757412a9ecb1", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"old_string\":\" if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -902,7 +902,7 @@\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n- if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [905:69] \\\"get\\\" is not a known attribute of \\\"None\\\" [reportOptionalMemberAccess] (Pyright)\\n\"}", "tool_call_id": "call_p9TFapubpkjKpNLsTFtjIQ8j", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e03842f288191ad43b720d13b939f", "summary": []}], "tool_calls": [{"id": "call_ospDEGkNdsqLj0WDwJ7xIo5h", "call_id": "call_ospDEGkNdsqLj0WDwJ7xIo5h", "response_item_id": "fc_011cf4c4a2671bda016a0e03858de48191af08967b9c388591", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":40,\"offset\":895,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "read_file", "content": "{\"content\": \" 895| conn.commit()\\n 896| counts[\\\"audit_written\\\"] = 1 if audit_id else 0\\n 897| return counts\\n 898|\\n 899|\\n 900|def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n 901| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 902| if not row:\\n 903| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 904| status = str(row[\\\"status\\\"] or \\\"\\\")\\n 905| if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n 906| raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n 907| payload = payload or {}\\n 908| cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n 909| notes = row[\\\"notes\\\"] or \\\"\\\"\\n 910| tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n 911| try:\\n 912| meta = json.loads(notes) if notes and notes.startswith(\\\"{\\\") else {}\\n 913| tx_type = payload.get(\\\"transaction_type\\\") or meta.get(\\\"transaction_type\\\") or tx_type\\n 914| except json.JSONDecodeError:\\n 915| pass\\n 916| if not cat_id and tx_type in {\\\"expense\\\", \\\"income\\\"}:\\n 917| raise HTTPException(status_code=422, detail=\\\"category required before confirm\\\")\\n 918| if cat_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (cat_id,)).fetchone():\\n 919| raise HTTPException(status_code=422, detail=\\\"active category required before confirm\\\")\\n 920| if not payload.get(\\\"account_id\\\"):\\n 921| raise HTTPException(status_code=422, detail=\\\"account_id required before confirm\\\")\\n 922| if not row[\\\"transaction_date\\\"]:\\n 923| raise HTTPException(status_code=422, detail=\\\"transaction date required before confirm\\\")\\n 924| if not row[\\\"amount_original\\\"]:\\n 925| raise HTTPException(status_code=422, detail=\\\"amount required before confirm\\\")\\n 926| if not row[\\\"currency_original\\\"]:\\n 927| raise HTTPException(status_code=422, detail=\\\"currency required before confirm\\\")\\n 928| return {\\n 929| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 930| \\\"summary\\\": \\\"Buchungskandidat übernehmen\\\",\\n 931| \\\"warnings\\\": [\\\"Möglicher Duplikat-Treffer\\\"] if row[\\\"duplicate_of_transaction_id\\\"] else ([] if cat_id or tx_type == \\\"transfer\\\" else [\\\"Kategorie fehlt\\\"]),\\n 932| \\\"payload\\\": {\\n 933| \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n 934| \\\"transaction_type\\\": tx_type,\\n 935|\", \"total_lines\": 1596, \"file_size\": 109328, \"truncated\": true, \"hint\": \"Use offset=935 to continue reading (showing 895-934 of 1596 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_ospDEGkNdsqLj0WDwJ7xIo5h", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_LGQ3mBxwq1kyZMUfuEDh3tga", "call_id": "call_LGQ3mBxwq1kyZMUfuEDh3tga", "response_item_id": "fc_011cf4c4a2671bda016a0e038a19d08191949b647f02df629d", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" payload = payload or {}\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\",\"old_string\":\" status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -901,10 +901,10 @@\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ payload = payload or {}\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n- payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n notes = row[\\\"notes\\\"] or \\\"\\\"\\n tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_LGQ3mBxwq1kyZMUfuEDh3tga", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgOY6mfyeDDE07N5sC08sO3S5QYhZBSX6IdjSS_pZUTLlmzbmS5zs5wfbsiovi0iWcfGq52KPSxRvG-fYWM7onNOz6TtvqIn4L_3yPsb_EA4BjPq8cz7TF35mu_UBCNd9gDFe1l9uYUki5Gc4aHbac4yYFhHswDsr3-kkTspiW0GruDKyeIRybe5quqfJjKFRMG-nV6e6djWHjnCb5KcR6JAHM9U5MEygwrBwa5Q93ZradYufzKWwswpFGD3orgnnfyzaMh22pn8BkJnwvhfo-e2KjVQcLkD-o0anKkgl0WDKxTWC4sQRneuq-j7_Ww6NPyVn4t90g_bdPM8-CRGQO6WSKRJG36JTfOzXF_OVqkw0XSxG__v_BHtx1oGFk2fLRIjiPAQulQHwq4xLO5rQPtFr7lHIFw_60VUYrxF2wMNJVeHKuk7eiFmaWBp0D4ccW_Gr-mwxMvGUaoO8dnR-SCP-_-HPaDI_gt9Mnaat69mD_fydpxgP7nXCW_bWq-3tQRmrk7001drmRKro-HKGlnYFo-bd2gTgfHkL_F-RhhW43phZQJbsvOENmn3qMfMepm7RvJvH9s7gLAjD-erzN8EwlOmNAiWWHYD5gAXVsXrRSNlCzivZOimO8KkWnGrwCw033_sa9_NEq4bMsaXWLZ2nvb2sai7gW5RSSvz45LkSUY63il_ZKB41LyiH5jTUl3fU9xKq0BbhfSnYbvRKBNY-QQfoK5FbY5IDQVs6z2AHFUTM7WN7MplY4-vFs9yT-Q9NdS9jUp3yZacTWUaUKdw4J1W3zYZz8b1IT9VBolkCguDRYlbJH6YrnGf9A5fPWRiNecG-oAtnyF3teT2HS8LPufngk0BoOLfXdywmJAPGV4HdGDC0PvQkb_9mLAKr1-f1dAIwvX9OnnAOAzRAs__sR-AdnW05NvUjQlJAAJc_Qc=", "id": "rs_011cf4c4a2671bda016a0e03932f4c8191b52c62f51eb9e8c9", "summary": []}], "tool_calls": [{"id": "call_DJNfKHZICXdQW6PRDQSbHQ6L", "call_id": "call_DJNfKHZICXdQW6PRDQSbHQ6L", "response_item_id": "fc_011cf4c4a2671bda016a0e0393ba1481918ed7f6c97603025a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"old_string\":\" if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -951,10 +951,8 @@\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n- if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n- raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n- if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n- raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n+ if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DJNfKHZICXdQW6PRDQSbHQ6L", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e039d04dc81919afcca933efe452a", "summary": []}], "tool_calls": [{"id": "call_H4zngHayichVA51JxhkrmJED", "call_id": "call_H4zngHayichVA51JxhkrmJED", "response_item_id": "fc_011cf4c4a2671bda016a0e039d9bf88191bc3780f94c436e96", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n\\n\\ndef confirm_duplicate_override(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] not in USER_DUPLICATE_STATUSES:\\n raise HTTPException(status_code=409, detail=\\\"candidate is not a duplicate override candidate\\\")\\n reason = str(payload.get(\\\"reason\\\") or payload.get(\\\"override_reason\\\") or \\\"\\\").strip()\\n if len(reason) < 8:\\n raise HTTPException(status_code=422, detail=\\\"duplicate override reason required\\\")\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview_payload = dict(payload) | {\\\"duplicate_override\\\": True, \\\"notes\\\": f\\\"Duplicate override: {reason}\\\"}\\n preview = preview_transaction_candidate(conn, candidate_id, preview_payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"] | {\\\"notes\\\": f\\\"Duplicate override from transaction candidate {candidate_id}: {reason}\\\"})\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created_duplicate_override\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id, \\\"override_reason\\\": reason}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_duplicate_override_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"override_reason\\\": reason}, user_text_note=reason, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Duplikat-Override bestätigt\\\"}\\n\",\"old_string\":\"def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -965,6 +965,30 @@\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n \\n \\n+def confirm_duplicate_override(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n+ row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n+ if not row:\\n+ raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ if row[\\\"status\\\"] == \\\"confirmed\\\":\\n+ raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n+ if row[\\\"status\\\"] not in USER_DUPLICATE_STATUSES:\\n+ raise HTTPException(status_code=409, detail=\\\"candidate is not a duplicate override candidate\\\")\\n+ reason = str(payload.get(\\\"reason\\\") or payload.get(\\\"override_reason\\\") or \\\"\\\").strip()\\n+ if len(reason) < 8:\\n+ raise HTTPException(status_code=422, detail=\\\"duplicate override reason required\\\")\\n+ if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n+ raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n+ preview_payload = dict(payload) | {\\\"duplicate_override\\\": True, \\\"notes\\\": f\\\"Duplicate override: {reason}\\\"}\\n+ preview = preview_transaction_candidate(conn, candidate_id, preview_payload)\\n+ result = confirm_budget_transaction(conn, preview[\\\"payload\\\"] | {\\\"notes\\\": f\\\"Duplicate override from transaction candidate {candidate_id}: {reason}\\\"})\\n+ ts = now()\\n+ conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n+ record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created_duplicate_override\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id, \\\"override_reason\\\": reason}, created_by=\\\"user\\\")\\n+ audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_duplicate_override_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"override_reason\\\": reason}, user_text_note=reason, created_by=\\\"user\\\")\\n+ conn.commit()\\n+ return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Duplikat-Override bestätigt\\\"}\\n+\\n+\\n def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_H4zngHayichVA51JxhkrmJED", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgPGd1RQK3KO0weerLVKDk3NEayOW9v2NgNYqaLIuF0oKBmHKNGTm4dlV-5kk9hE4mFokvpgl_pOfkLAS365j_7GXvWq5rdnmq05Xp4kr7MPq27fiaruY8r6wmp5jIu34rMD0un7bkomBteenptUAPZidB6vIMGDtvZ9bn0OVwdKytAoshXbiqnw7QfZcvcAZ9OYQrBp8o8f3klXh1XAEEutlxkqdiVpQaEfKcPEP3D-nCu_9JGK3K1SiPoHMm7RsOwooavZwAMwbjy500GChkIm3x9jEdxyhHkDqLNxCS5_1HNsOAGtpZkctIj52rpI4ReHty9jlJ3F0bGlm2tjfvbeAxa6PgpqXkhsMk1PhKYEH1PLx4DYzTFblMT56gT_erSl9j6g-ZEXKH-jAHO8C4ROMfye9LlgyyJrFlP8-oDqEWCEkJ3AyHfYPobnErZrdZ6ODYD7xTtii3KzzsWqbxgOI8DpNx5RpOd47fxknOpIrA7e1vSDqYSio4GBbyA5pLut0thTi1z2YGQBTrAq8ppH7_wED4JIqADnpUbeZfWLO-XqzRHXNHHo4M9FqZrh14dwG7olU13xLX0EJpasattNLgVg67Fm6hgVJIroOX1zuFiiqIywpRwg0vxh4vKGhJu7-UfmWP4gCqR9gk7mIEl2pxcjaix83LWTw9bb2iF9LowdaUgNW7LkOnAED9JMO0D0ln-Cvq2eP9Q-nsJWrHMl1FSmOpjuUXUwK1c9fjnlF9WwSDJ-Msm5CR-ORA-dYG_oh7KBX2-QO8ILI__TSsDV1WXm2cfincNRkvvYhqdT8Lyrx8uVwADGSNTkxH1ZS2fH56hjbGp5UX0JDnTxtagSz6cmXssPi_n1JqwbNwRCJpCnxeQdfLgkSlBYs95fQY1fD1lterIIsz-13GIfn9pe22PWzTGpmuxsgv9sgZl362Yk6FQ_LhPkoFJOwZ9lm9VE", "id": "rs_011cf4c4a2671bda016a0e03c216ec8191948030e6638fd73b", "summary": []}], "tool_calls": [{"id": "call_DuG4FiCnTfansLe6dgYHfdet", "call_id": "call_DuG4FiCnTfansLe6dgYHfdet", "response_item_id": "fc_011cf4c4a2671bda016a0e03c29fb0819187cc9996b705a37c", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"} | USER_DUPLICATE_STATUSES\\nBLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"transfer_candidate\\\"}\\n\",\"old_string\":\"BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\nBLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -1172,8 +1172,8 @@\\n return candidate_user_count_summary(conn, budget_year=budget_year)\\n \\n \\n-BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n-BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n+BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"} | USER_DUPLICATE_STATUSES\\n+BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"transfer_candidate\\\"}\\n \\n \\n def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DuG4FiCnTfansLe6dgYHfdet", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_uRou9XnfAbzY1CIY4RPmkr5f", "call_id": "call_uRou9XnfAbzY1CIY4RPmkr5f", "response_item_id": "fc_011cf4c4a2671bda016a0e03cbc4748191b3d7037a5d9fd888", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if status in USER_DUPLICATE_STATUSES:\\n return \\\"duplicate_candidate_blocked\\\"\\n\",\"old_string\":\" if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n return \\\"duplicate_candidate_blocked\\\"\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -1179,7 +1179,7 @@\\n def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n classification = str(row[\\\"classification\\\"] or \\\"\\\")\\n- if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n+ if status in USER_DUPLICATE_STATUSES:\\n return \\\"duplicate_candidate_blocked\\\"\\n if status in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}:\\n return status\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_uRou9XnfAbzY1CIY4RPmkr5f", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!", "finish_reason": "tool_calls", "reasoning_content": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgPXsCCrwo_7o5wCuhGswEK3JvYFbuXGxaDm_jzan0KwUxeUJzjLgZvXDX2_ZFX2uP00emakBYOicVqzft4PbzqilS4jxcY0m33Zo15kdhOuP4iM1SGCRLUoQmqmEQa5n_Xw0eLi1NbmBskYPDQIzDYdjq64iy905uOTJmqLKd0LPrl2ZFysIo17SwblDyG6vcbggYOPnukm30daqKuVpgeLc9GZ1uC2PI3KmzCIF7FU4RklQNjO4HsP3WV5u7cINKAl6C-9abu5UTfYdkqfCwzZIMI4eVgeuL0xrWOOV2hycybD9JHYDMURuqnuVg5PXQgRQgUXb9i7EO9X8gL55KVI_mV2cBvCR3Bi__zkenk-TNMnwCdfvCPLZ6z1nhJulFKgqA7HIGiTtVsLSMj5fXjisl2uRmc3qNgl13k5ZqiPbv8RnbCcai4_pgOvWf79Wh-UzDA5HWoK8U5ikP3AaDEDDNSNtv_CpMBkw1hqq1KCkWWrMq0_jLTZz5wxaTdqkOAcR4pFuJDHI2H-AYyASNYZmjWB1AIrIz72mxtNunuQxSt8FARLzIhdGqBHZqKZK6pb3bz4LR5jvW16L2tiWDiBa_PYTCK9yXlj5bu9ZnlnXApHESPRGjBCheNUxEZnNxYdWyVWSDuMhG8f_V3SMmhpjV3We3hw2R83IDpm5KvrMLjmig7n_2reVX289tGNafKq62lAQHCz1G_akv8FlSbwJZphZwv5KrDAsa26Jc_HjlUF2Ro4Tpg50PNz36pfs4knQF53nv550oc20Baw7uGeaU_4MbfpCOOK5BYkiJAnINjUnNbU8HOOsdyY-GZNTA0Px4J_eq7uzlolOi7sKKysVJ5xJ4G8zbUlDV6sJWIsKD_IwvO_nZsOJfCKeluyQ1JsNvUhGA6NlqQJaF2btgwmltlmM_HMfj1MGg2l1WNFN08-OHrX2wearu-dYsjnmUedeXN1vB7ack9IWbylaFfJghIrlmYnT00Ftyg_Iy3am1dCBgxhoOjTMUJcShsXz04LZL21pqWi2CcueYidc32rNHOeqhOJx9od6M9nekLrVoU8mn61NVe9jf3PVpW_opZkcHAYOnisSAohYxhEoRJeEw5Om1wvX4twcIn8dni_THmk2rdcs866jpsODx3rxpVj93-82JGcfZCP80K6T8hghD2N-i0agV_WEA_RWccJahr7kejZUt7PEhUoG81l1WSRUW8u2OU4aw0mOrci6vG4EJvCY3S5Rz6YJKnFEbgLJHWYWwxsbonFkmy6bd43xoW4", "id": "rs_011cf4c4a2671bda016a0e03d263b48191af4eac1088b6c700", "summary": [{"type": "summary_text", "text": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!"}]}], "tool_calls": [{"id": "call_okVxqZZKi3IL6C2SywxvqsqI", "call_id": "call_okVxqZZKi3IL6C2SywxvqsqI", "response_item_id": "fc_011cf4c4a2671bda016a0e03d6e9508191a8e90051d2e354c4", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" confirm_candidate_split,\\n confirm_duplicate_override,\\n confirm_transaction_candidate,\\n\",\"old_string\":\" confirm_candidate_split,\\n confirm_transaction_candidate,\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -39,6 +39,7 @@\\n confirm_migros_receipts_2026,\\n bulk_update_transaction_candidate_category,\\n confirm_candidate_split,\\n+ confirm_duplicate_override,\\n confirm_transaction_candidate,\\n create_budget_rule,\\n create_merchant,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_okVxqZZKi3IL6C2SywxvqsqI", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_PCJAO0zoCIskH9bi3qQMONlM", "call_id": "call_PCJAO0zoCIskH9bi3qQMONlM", "response_item_id": "fc_011cf4c4a2671bda016a0e03de4f748191b61e645040633b36", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\ndef transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/confirm-duplicate-override\\\")\\ndef transaction_candidates_confirm_duplicate_override(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_duplicate_override(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n\",\"old_string\":\"@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\ndef transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -661,6 +661,11 @@\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n \\n \\n+@router.post(\\\"/transaction-candidates/{candidate_id}/confirm-duplicate-override\\\")\\n+def transaction_candidates_confirm_duplicate_override(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n+ return confirm_duplicate_override(conn, candidate_id, payload)\\n+\\n+\\n @router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_PCJAO0zoCIskH9bi3qQMONlM", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!", "finish_reason": "tool_calls", "reasoning_content": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqDgPsf1QxUEl_0y055cjL1MJjOpWqiczwHg9xbEQAany4DMeQOfJVMM8jF_IqrlYnc_s1LV74o0w33lzcmsDS58U55fYNAo0Aq_ORL-Pp6LrYAMw_OOE5U8jqhRHDtT2nDoeqjnDBFxhll3HKZ2eROX61JSaRmDAZ9WwuJvZ2aP4k-9mgxpzVHxQbOfW8Fk9Vcb_gXcW2IZmQ8w98MC6Rhv8AbVIU_rMTbqWZ6k53mtgCO6Vs2oSI5kjrkRzpKbpLA6R_hHOSD_E5ElCauKMucm8SdJPtYEqgl-zmbR7j-Y1S-2cLseeHjWyfz8aGjfuPSXuqVWq_8R9IaZyk1mblsqikF1mdoZ8UQ38HxQ47X_HoQ-0i64WSeCZpoxC65BSk3lafOTuDi398eK52SbtsTw_EOuP5Z3nSxVPBpOIDXMhi2nUMFYZ2wxjuCv-mBEaR7rBKt6SxiNn1UCxP4uNHI12YrdQkmqdGbUy4d8pwYUL84QM9tJWZkEVFA5JyIc0dpGGI0hvP0Ap5QQYVOTpAUo0JBTXC1teSHVjih2XoxycpGQMr-Tp6MYNrXhmvJ-FKs53VA36WQAll88vtYnD9n9dTQDi9GN2VCGvFqk9jYof9MGN11Sj8YuWg1Hh9HVetuoogBe8et5R_VbGwbGf2DAn2yeq_teVymAitDCHOv6lV5uroOL--Omlf5uzJKRA69LJqouDw7rCZ-hOT-nITs5Q7CbGQg6f9_cKX2MkN_3QPNiyHSK1NTcyxGpbnYTuY3srWnnoYuhF9H3Yf3a4oZcfDYoQUHGN5pG5oNtIMkF7u_nTIScgkRj2YIPCYSRWBICaCZA--K7cppxYxpWpIgG7jfH69hlfJUuilefdARNBVfmi-EWbYK0VMAhqaHk6EYN-6DqsLqv9LLn4fdgEsHm8ZBD1xDv0PAowXTm_xc-1yH3oUjcQUo--G0DaF3KtcXWDi", "id": "rs_011cf4c4a2671bda016a0e03e782948191a1baf750ac5b9545", "summary": [{"type": "summary_text", "text": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!"}]}], "tool_calls": [{"id": "call_YWuswueTodVV345Vh6rdlRAo", "call_id": "call_YWuswueTodVV345Vh6rdlRAo", "response_item_id": "fc_011cf4c4a2671bda016a0e03eb449881918b00f87a1404f20f", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\nexport const confirmBudgetTransactionCandidateDuplicateOverride = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm-duplicate-override`, body)\\n\",\"old_string\":\"export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -176,6 +176,7 @@\\n export const generateBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/generate', body)\\n export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/preview`, body)\\n export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n+export const confirmBudgetTransactionCandidateDuplicateOverride = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm-duplicate-override`, body)\\n export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/ignore`, { note })\\n export const reopenBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/reopen`, { note })\\n export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}", "tool_call_id": "call_YWuswueTodVV345Vh6rdlRAo", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e03f3946481919d900753bd9cd065", "summary": []}], "tool_calls": [{"id": "call_dWr3lypGc6QcoN3B3LK4f0vF", "call_id": "call_dWr3lypGc6QcoN3B3LK4f0vF", "response_item_id": "fc_011cf4c4a2671bda016a0e03fbcc688191be717a254bb3bdd4", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\n\",\"old_string\":\" \\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n@@ -50,7 +50,7 @@\\n \\n \\n \\n- \\n+ \\n \\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\"], \"lint\": {\"status\": \"skipped\", \"message\": \"No linter for .vue files\"}}", "tool_call_id": "call_dWr3lypGc6QcoN3B3LK4f0vF", "timestamp": "2026-05-20T21:13:41.973353"} {"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_TdA4BqrhYGQwm5Vn32FFcMSh", "call_id": "call_TdA4BqrhYGQwm5Vn32FFcMSh", "response_item_id": "fc_011cf4c4a2671bda016a0e040e7afc8191acc716fda02d752b", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\n
\\n Warnung: Dieser Kandidat ist als Duplikat markiert. Normales Confirm ist blockiert. Override erzeugt bewusst eine produktive Buchung und schreibt Audit.\\n

{{ duplicateOverrideCandidate.merchant || duplicateOverrideCandidate.description }}

\\n \\n
\\n
\\n \\n \\n\",\"old_string\":\" \\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\"}"}}], "timestamp": "2026-05-20T21:13:41.973353"} {"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n@@ -60,6 +60,14 @@\\n

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

{{ row[0] }}
{{ row[1] || '—' }}
\\n

Neue Kategorie erstellen

\\n

Split erstellen