--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -979,6 +979,23 @@
     if str(row["transaction_date"] or "")[:4] != str(payload.get("budget_year") or "2026"):
         raise HTTPException(status_code=409, detail="candidate outside active budget year")
     preview = preview_transaction_candidate(conn, candidate_id, payload)
+    if preview["payload"].get("transaction_type") == "transfer" or row["status"] == "transfer_candidate" or "transfer" in str(row["classification"] or ""):
+        transfer_payload = {
+            "from_account_id": preview["payload"].get("from_account_id") or preview["payload"].get("account_id"),
+            "to_account_id": preview["payload"].get("to_account_id"),
+            "amount_original": preview["payload"].get("amount_original"),
+            "currency_original": preview["payload"].get("currency_original"),
+            "transaction_date": preview["payload"].get("transaction_date"),
+            "description": preview["payload"].get("description"),
+            "notes": f"Internal transfer from transaction candidate {candidate_id}; counterparty_missing={not bool(row['linked_candidate_id'])}",
+            "transfer_type": "internal_transfer",
+        }
+        result = confirm_transfer(conn, transfer_payload)
+        ts = now()
+        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))
+        audit_id = record_audit_event(conn, source="vue_dashboard", action="candidate_transfer_confirmed", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"], "classification": row["classification"]}, new_values={"status": "confirmed", "transfer_id": result["entity_id"], "budget_impact": "neutral", "counterparty_missing": not bool(row["linked_candidate_id"])}, created_by="user")
+        conn.commit()
+        return {"status": "confirmed", "entity_id": result["entity_id"], "audit_id": audit_id, "message": "Transfer-Kandidat übernommen"}
     result = confirm_budget_transaction(conn, preview["payload"])
     ts = now()
     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))


terminal

python - <<'PY'
from pathlib import Path
p=Path('src/jarvis_finance/services/budget_imports.py')
insert='''\n\ndef classify_swisslos_internal_transfers(conn: Connection, *, budget_year: str = "2026") -> dict[str, Any]:\n    """Apply the reusable Raiffeisen Swisslos -> AKB internal transfer rule to existing candidates."""\n    rows = conn.execute(\n        """\n        SELECT * FROM budget_transaction_candidates\n        WHERE substr(COALESCE(transaction_date,''),1,4)>=?\n          AND source_type IN ('raiffeisen_bank','akb_bank','bank_csv')\n          AND upper(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) LIKE '%SWISSLOS%'\n          AND status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','superseded','reference_2025','archived_reference')\n        """,\n        (budget_year,),\n    ).fetchall()\n    targets = [r for r in rows if str(r["source_type"] or "") == "raiffeisen_bank" and _matches_any(r["description"], SWISSLOS_TRANSFER_PATTERNS)]\n    updated = matched = unmatched = 0\n    ts = now()\n    for row in targets:\n        pair = _find_swisslos_counterparty(conn, row)\n        pair_status = "matched" if pair else "unmatched"\n        if pair: matched += 1\n        else: unmatched += 1\n        meta = {\n            "transaction_type": "transfer",\n            "reason": "swisslos_raiffeisen_akb_internal_transfer",\n            "target_account_hint": "AKB Haushaltskonto",\n            "transfer": {\n                "budget_impact": "neutral",\n                "pair_status": pair_status,\n                "from_account_name": "Raiffeisen",\n                "to_account_name": "AKB Haushaltskonto",\n                "counterparty_candidate_id": pair["transaction_candidate_id"] if pair else None,\n                "hint": "Vermutlich interner Kontoübertrag. Gegenbuchung im AKB-Konto noch nicht gefunden." if not pair else "Gegenbuchung gefunden.",\n            },\n            "rule_name": SWISSLOS_TRANSFER_RULE_NAME,\n        }\n        before = {"status": row["status"], "classification": row["classification"], "review_reason": row["review_reason"], "linked_candidate_id": row["linked_candidate_id"]}\n        conn.execute(\n            """\n            UPDATE budget_transaction_candidates\n            SET status='transfer_candidate', classification='transfer_candidate', requires_review=1,\n                review_reason='swisslos_raiffeisen_akb_internal_transfer', proposed_category_id=NULL, proposed_category_name=NULL,\n                confidence='0.96', rule_id='transfer_candidate', rule_name=?, notes=?, linked_candidate_id=COALESCE(?, linked_candidate_id), updated_at=?\n            WHERE transaction_candidate_id=?\n            """,\n            (SWISSLOS_TRANSFER_RULE_NAME, json.dumps(meta, ensure_ascii=False), pair["transaction_candidate_id"] if pair else None, ts, row["transaction_candidate_id"]),\n        )\n        if pair:\n            conn.execute("UPDATE budget_transaction_candidates SET linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=? WHERE transaction_candidate_id=?", (row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]))\n        record_audit_event(conn, source="vue_dashboard", action="candidate_internal_transfer_rule_applied", entity_type="budget_transaction_candidate", entity_id=row["transaction_candidate_id"], old_values=before, new_values={"status":"transfer_candidate","classification":"transfer_candidate","rule_name":SWISSLOS_TRANSFER_RULE_NAME,"transfer_pair_status":pair_status}, created_by="system")\n        updated += 1\n    conn.commit()\n    return {"updated_count": updated, "matched_count": matched, "unmatched_count": unmatched, "rule_name": SWISSLOS_TRANSFER_RULE_NAME}\n\n\ndef _find_swisslos_counterparty(conn: Connection, row: Any) -> Any | None:\n    try:\n        amount = Decimal(str(row["amount_original"] or "0"))\n        date = datetime.fromisoformat(str(row["transaction_date"]))\n    except Exception:\n        return None\n    candidates = conn.execute(\n        """\n        SELECT * FROM budget_transaction_candidates\n        WHERE source_type='akb_bank'\n          AND status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference')\n          AND upper(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) LIKE '%SWISSLOS%'\n        """\n    ).fetchall()\n    for other in candidates:\n        try:\n            other_amount = Decimal(str(other["amount_original"] or "0"))\n            other_date = datetime.fromisoformat(str(other["transaction_date"]))\n        except Exception:\n            continue\n        if abs(other_amount - amount) <= Decimal("0.05") and abs((other_date - date).days) <= 3:\n            return other\n    return None\n'''
marker='\n\ndef preview_transaction_candidate'
text=p.read_text()
p.write_text(text.replace(marker, insert+marker))
PY
python -m py_compile src/jarvis_finance/services/budget_imports.py


python - <<'PY'
from pathlib import Path
p=Path('src/jarvis_finance/api/routers/budget.py')
for i,l in enumerate(p.read_text().splitlines(),1):
 if 'reclassify' in l or 'mark_candidate_type' in l or 'transaction-candidates' in l:
  print(i,l)
PY


Output:
58     mark_candidate_type,
64     reclassify_bank_income_candidates,
630 @router.get("/transaction-candidates")
635 @router.get("/transaction-candidates/summary")
640 @router.post("/transaction-candidates/generate")
655 @router.post("/transaction-candidates/bank-income/reclassify")
656 def transaction_candidates_bank_income_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):
657     return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))
660 @router.post("/transaction-candidates/migros-2026/preview")
665 @router.post("/transaction-candidates/migros-2026/confirm")
670 @router.post("/transaction-candidates/{candidate_id}/preview")
675 @router.post("/transaction-candidates/{candidate_id}/confirm")
680 @router.post("/transaction-candidates/{candidate_id}/confirm-duplicate-override")
685 @router.post("/transaction-candidates/{candidate_id}/ignore")
690 @router.post("/transaction-candidates/{candidate_id}/reopen")
695 @router.post("/transaction-candidates/{candidate_id}/category")
700 @router.post("/transaction-candidates/bulk-category")
706 @router.post("/transaction-candidates/{candidate_id}/split")
711 @router.post("/transaction-candidates/{candidate_id}/split/confirm")
716 @router.post("/transaction-candidates/{candidate_id}/category/create")
721 @router.post("/transaction-candidates/{candidate_id}/transfer")
726 @router.post("/transaction-candidates/{candidate_id}/type")
728     return mark_candidate_type(conn, candidate_id, str(payload.get("candidate_type") or ""), (payload or {}).get("note"))
731 @router.post("/transaction-candidates/batch-confirm-safe/preview")
736 @router.post("/transaction-candidates/batch/preview")
741 @router.post("/transaction-candidates/batch")
746 @router.post("/transaction-candidates/archive-reference-year")
752 @router.post("/transaction-candidates/batch-confirm-safe")
758 @router.post("/transaction-candidates/detect-duplicates")


    35|    archive_reference_year_candidates,
    36|    apply_budget_rules_to_open_candidates,
    37|    apply_merchant_to_open_candidates,
    38|    batch_confirm_safe_candidates,
    39|    batch_mark_candidates,
    40|    confirm_migros_receipts_2026,
    41|    bulk_update_transaction_candidate_category,
    42|    confirm_candidate_split,
    43|    confirm_duplicate_override,
    44|    confirm_transaction_candidate,
    45|    create_budget_rule,
    46|    create_merchant,
    47|    create_merchant_alias,
    48|    create_candidate_split,
    49|    create_review_category_for_candidate,
    50|    deactivate_budget_rule,
    51|    detect_duplicate_candidates,
    52|    ignore_transaction_candidate,
    53|    list_budget_rules,
    54|    list_merchants,
    55|    list_transaction_candidates,
    56|    merge_merchants,
    57|    mark_candidate_transfer,
    58|    mark_candidate_type,
    59|    preview_migros_receipts_2026,
    60|    preview_batch_confirm_candidates,
    61|    preview_safe_auto_candidates,
    62|    preview_transaction_candidate,
    63|    prioritize_budget_rule,
    64|    reclassify_bank_income_candidates,
    65|    reopen_transaction_candidate,
    66|    review_candidate_summary,
    67|    seed_bank_transfer_candidates_from_rows,
    68|    seed_credit_card_candidates_from_rows,
    69|    seed_migros_candidates_from_rows,
    70|    seed_transaction_candidates_from_csv_text,
    71|    seed_transaction_candidates_from_rows,
    72|    test_budget_rule,
    73|    update_budget_rule,
    74|    update_merchant_category,
    75|    update_transaction_candidate_category,
    76|)
    77|from jarvis_finance.services.budget_analytics import get_monthly_comparison
    78|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis
    79|from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis
    80|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
    81|from jarvis_finance.services.budget_planning import (
    82|    confirm_budget_planning_batch,
    83|    confirm_category_budget_values,
    84|    get_budget_planning_audit_timeline,
    85|    get_budget_planning_matrix,
    86|    preview_budget_planning_batch,
    87|    preview_budget_planning_excel_template,
    88|    preview_category_budget_values,
    89|)
    90|from jarvis_finance.services.budget_recurring import (
    91|    archive_recurring_payment,
    92|    confirm_manual_recurring_payment,
    93|    confirm_recurring_candidate_action,
    94|    detect_recurring_payment_candidates,
    95|    get_recurring_dashboard,
    96|    preview_manual_recurring_payment,
    97|    preview_recurring_candidate_action,
    98|)
    99|from jarvis_finance.services.budget_monthly_import import (
   100|    apply_rule_suggestion,
   101|    get_import_history,
   102|    get_monthly_import_dashboard,
   103|    list_rule_suggestions,
   104|    preview_drive_monthly_import,
   105|    reject_rule_suggestion,
   106|    run_monthly_import_dry_run,
   107|    scan_budget_drive_files,
   108|    scan_google_drive_budget_folder,
   109|)
   110|from jarvis_finance.services.grocery_optimizer import (
   111|    accept_grocery_product_match,
   112|    add_demo_migros_receipt,
   113|    build_rappn_link_out,
   114|    confirm_manual_grocery_mapping,
   115|

Use offset=115 to continue reading (showing 35-114 of 980 lines)


patch

    create_review_category_for_candidate,
    classify_swisslos_internal_transfers,
    deactivate_budget_rule,

    create_review_category_for_candidate,
    deactivate_budget_rule,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -47,6 +47,7 @@
     create_merchant_alias,
     create_candidate_split,
     create_review_category_for_candidate,
+    classify_swisslos_internal_transfers,
     deactivate_budget_rule,
     detect_duplicate_candidates,
     ignore_transaction_candidate,

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py">
ERROR [50:5] "classify_swisslos_internal_transfers" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
</diagnostics>

/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.


@router.post("/transaction-candidates/bank-income/reclassify")
def transaction_candidates_bank_income_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):
    return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))

@router.post("/transaction-candidates/internal-transfers/swisslos/reclassify")
def transaction_candidates_swisslos_transfer_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):
    return classify_swisslos_internal_transfers(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))

@router.post("/transaction-candidates/migros-2026/preview")

@router.post("/transaction-candidates/bank-income/reclassify")
def transaction_candidates_bank_income_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):
    return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))

@router.post("/transaction-candidates/migros-2026/preview")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py
@@ -658,6 +658,11 @@
     return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))

+@router.post("/transaction-candidates/internal-transfers/swisslos/reclassify")
+def transaction_candidates_swisslos_transfer_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):
+    return classify_swisslos_internal_transfers(conn, budget_year=str((payload or {}).get("budget_year") or "2026"))
+
+
 @router.post("/transaction-candidates/migros-2026/preview")
 def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):
     return preview_migros_receipts_2026(conn, year=str((payload or {}).get("year") or "2026"))


from __future__ import annotations

import pytest
from fastapi import HTTPException

from jarvis_finance.services.budget_accounts import confirm_create_budget_account
from jarvis_finance.services.budget_categories import confirm_create_category
from jarvis_finance.services.budget_csv_imports import import_budget_csv_text
from jarvis_finance.services.budget_imports import (
    classify_swisslos_internal_transfers,
    confirm_transaction_candidate,
    list_transaction_candidates,
    preview_batch_confirm_candidates,
)
from jarvis_finance.services.budget_overview import get_budget_status_by_category
from jarvis_finance.services.budget_transactions import list_budget_transactions, list_budget_transfers
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations

def db():
    conn = connect_memory()
    apply_migrations(conn)
    return conn

def setup_base(conn):
    raif = confirm_create_budget_account(conn, {"name": "Raiffeisen", "account_type": "cash", "currency": "CHF"})["entity_id"]
    akb = confirm_create_budget_account(conn, {"name": "AKB Haushaltskonto", "account_type": "cash", "currency": "CHF"})["entity_id"]
    food = confirm_create_category(conn, {"name": "Essen & Haushalt", "category_type": "expense"})["entity_id"]
    return raif, akb, food

def seed_swisslos(conn):
    import_budget_csv_text(
        conn,
        "raiffeisen_bank",
        "IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\nCH1280808006766055632;2026-01-26;Einkauf TWINT SWISSLOS E-COMMERCE;-100.00;0;2026-01-26\n",
        source_file_label="260518_Konto_Raiffeisen_20260518085941.csv",
        dry_run=False,
    )
    import_budget_csv_text(
        conn,
        "akb_bank",
        "Buchung;Valuta;Buchungstext;Belastung;Gutschrift;Saldo CHF\n26.01.2026;26.01.2026;TWINT-Zahlung SWISSLOS E-COMMERCE, BASEL;100.00;;0\n",
        source_file_label="Kontoauszug_360 Tage_AKB.csv",
        dry_run=False,
    )

def test_swisslos_raiffeisen_candidate_is_transfer_and_not_normal_review_expense():
    conn = db(); setup_base(conn); seed_swisslos(conn)
    result = classify_swisslos_internal_transfers(conn)

    assert result["updated_count"] == 1
    normal = list_transaction_candidates(conn, budget_year="2026")
    transfers = list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True)
    assert all("SWISSLOS" not in r["description"] for r in normal)
    row = next(r for r in transfers if r["source_type"] == "raiffeisen_bank")
    assert row["status"] == "transfer_candidate"
    assert row["classification"] == "transfer_candidate"
    assert row["proposed_category_id"] is None
    assert row["rule_name"] == "Raiffeisen TWINT Swisslos → AKB Haushaltskonto Transfer"
    assert row["budget_impact"] == "neutral"
    assert row["transfer_target_account_name"] == "AKB Haushaltskonto"

def test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it():
    conn = db(); raif, akb, _food = setup_base(conn); seed_swisslos(conn)
    classify_swisslos_internal_transfers(conn)
    candidate = next(r for r in list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True) if r["source_type"] == "raiffeisen_bank")
    preview = preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
    assert preview["can_confirm"] is False
    assert preview["conflicts"][0]["reason"] == "transfer_candidate_blocked"

    with pytest.raises(HTTPException):
        confirm_transaction_candidate(conn, candidate["transaction_candidate_id"], {"account_id": raif, "transaction_type": "transfer", "budget_year": "2026"})

    result = confirm_transaction_candidate(conn, candidate["transaction_candidate_id"], {"from_account_id": raif, "to_account_id": akb, "transaction_type": "transfer", "budget_year": "2026"})
    assert result["status"] == "confirmed"
    assert list_budget_transfers(conn, year="2026")
    assert list_budget_transactions(conn, year="2026", transaction_type="expense") == []
    assert list_budget_transactions(conn, year="2026", transaction_type="income") == []
    assert len(list_budget_transactions(conn, year="2026", transaction_type="transfer")) == 2
    assert get_budget_status_by_category(conn, year="2026") == []
    assert conn.execute("SELECT COUNT(*) FROM audit_log WHERE action='candidate_transfer_confirmed'").fetchone()[0] == 1

def test_unmatched_swisslos_transfer_remains_review_required():
    conn = db(); setup_base(conn)
    import_budget_csv_text(conn, "raiffeisen_bank", "IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\nCH1280808006766055632;2026-05-13;Einkauf TWINT SWISSLOS E-COMMERCE;-100.00;0;2026-05-13\n", source_file_label="raiffeisen.csv", dry_run=False)
    result = classify_swisslos_internal_transfers(conn)
    row = list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True)[0]
    assert result["unmatched_count"] == 1
    assert row["transfer_pair_status"] == "unmatched"
    assert row["requires_review"] is True


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_internal_transfer_hotfix.py">
ERROR [10:5] "classify_swisslos_internal_transfers" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
ERROR [16:83] "list_budget_transfers" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
</diagnostics>


terminal

PYTHONPATH=src pytest tests/unit/test_budget_internal_transfer_hotfix.py -q


Output:
FF.                                                                      [100%]
=================================== FAILURES ===================================
_ test_swisslos_raiffeisen_candidate_is_transfer_and_not_normal_review_expense _

    def test_swisslos_raiffeisen_candidate_is_transfer_and_not_normal_review_expense():
        conn = db(); setup_base(conn); seed_swisslos(conn)
        result = classify_swisslos_internal_transfers(conn)

        assert result["updated_count"] == 1
        normal = list_transaction_candidates(conn, budget_year="2026")
        transfers = list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True)
>       assert all("SWISSLOS" not in r["description"] for r in normal)
E       assert False
E        +  where False = all(<generator object test_swisslos_raiffeisen_candidate_is_transfer_and_not_normal_review_expense.<locals>.<genexpr> at 0x74af1ca19a80>)

tests/unit/test_budget_internal_transfer_hotfix.py:58: AssertionError
_ test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it _

    def test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it():
        conn = db(); raif, akb, _food = setup_base(conn); seed_swisslos(conn)
        classify_swisslos_internal_transfers(conn)
        candidate = next(r for r in list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True) if r["source_type"] == "raiffeisen_bank")
>       preview = preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

tests/unit/test_budget_internal_transfer_hotfix.py:72:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

conn = <sqlite3.Connection object at 0x74af1c9ed300>

    def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = "2026") -> dict[str, Any]:
        rows = []
        conflicts: list[dict[str, Any]] = []
        categories: dict[str, int] = {}
        sources: dict[str, int] = {}
        possible_duplicates = 0
        for cid in candidate_ids:
            row = conn.execute("SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?", (cid,)).fetchone()
            if not row:
                conflicts.append({"candidate_id": cid, "reason": "missing"}); continue
            reason = _batch_confirm_block_reason(row, budget_year=budget_year)
            if reason:
                conflicts.append({"candidate_id": cid, "reason": reason}); continue
            try:
                preview_transaction_candidate(conn, cid, {"account_id": account_id, "category_id": row["proposed_category_id"], "budget_year": budget_year})
            except Exception as exc:
                conflicts.append({"candidate_id": cid, "reason": str(getattr(exc, "detail", str(exc)))}); continue
            rows.append(row)
            categories[str(row["proposed_category_name"] or "Review nötig")] = categories.get(str(row["proposed_category_name"] or "Review nötig"), 0) + 1
            sources[str(row["source_type"] or "Quelle unbekannt")] = sources.get(str(row["source_type"] or "Quelle unbekannt"), 0) + 1
            if row["duplicate_of_transaction_id"]:
                possible_duplicates += 1
        if not rows and conflicts:
>           raise HTTPException(status_code=409, detail={"message": "no confirmable candidates", "conflicts": conflicts, "blockers": _blocker_summary(conflicts)})
E           fastapi.exceptions.HTTPException: 409: {'message': 'no confirmable candidates', 'conflicts': [{'candidate_id': 'btxcand_0fcd69149dfbb1674ef6b866', 'reason': 'transfer_candidate_blocked'}], 'blockers': {'duplicate_candidates': 0, 'covered_by_source': 0, 'transfer_candidates': 1, 'without_category': 0, 'missing_required_fields': 0, 'not_confirmable': 0}}

src/jarvis_finance/services/budget_imports.py:1359: HTTPException
=========================== short test summary info ============================
FAILED tests/unit/test_budget_internal_transfer_hotfix.py::test_swisslos_raiffeisen_candidate_is_transfer_and_not_normal_review_expense
FAILED tests/unit/test_budget_internal_transfer_hotfix.py::test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it
2 failed, 1 passed in 0.53s


patch

        if pair:
            pair_meta = dict(meta)
            pair_meta["transfer"] = dict(meta["transfer"]) | {"pair_status": "matched", "from_account_name": "Raiffeisen", "to_account_name": "AKB Haushaltskonto", "counterparty_candidate_id": row["transaction_candidate_id"]}
            conn.execute(
                """
                UPDATE budget_transaction_candidates
                SET status='transfer_candidate', classification='transfer_candidate', requires_review=1,
                    review_reason='swisslos_raiffeisen_akb_internal_transfer', proposed_category_id=NULL, proposed_category_name=NULL,
                    confidence='0.96', rule_id='transfer_candidate', rule_name=?, notes=?, linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=?
                WHERE transaction_candidate_id=?
                """,
                (SWISSLOS_TRANSFER_RULE_NAME, json.dumps(pair_meta, ensure_ascii=False), row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]),
            )
            conn.execute("UPDATE budget_transaction_candidates SET linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=? WHERE transaction_candidate_id=?", (row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]))
        record_audit_event

        if pair:
            conn.execute("UPDATE budget_transaction_candidates SET linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=? WHERE transaction_candidate_id=?", (row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]))
        record_audit_event


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -960,6 +960,18 @@
             (SWISSLOS_TRANSFER_RULE_NAME, json.dumps(meta, ensure_ascii=False), pair["transaction_candidate_id"] if pair else None, ts, row["transaction_candidate_id"]),
         )
         if pair:
+            pair_meta = dict(meta)
+            pair_meta["transfer"] = dict(meta["transfer"]) | {"pair_status": "matched", "from_account_name": "Raiffeisen", "to_account_name": "AKB Haushaltskonto", "counterparty_candidate_id": row["transaction_candidate_id"]}
+            conn.execute(
+                """
+                UPDATE budget_transaction_candidates
+                SET status='transfer_candidate', classification='transfer_candidate', requires_review=1,
+                    review_reason='swisslos_raiffeisen_akb_internal_transfer', proposed_category_id=NULL, proposed_category_name=NULL,
+                    confidence='0.96', rule_id='transfer_candidate', rule_name=?, notes=?, linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=?
+                WHERE transaction_candidate_id=?
+                """,
+                (SWISSLOS_TRANSFER_RULE_NAME, json.dumps(pair_meta, ensure_ascii=False), row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]),
+            )
             conn.execute("UPDATE budget_transaction_candidates SET linked_candidate_id=COALESCE(linked_candidate_id, ?), updated_at=? WHERE transaction_candidate_id=?", (row["transaction_candidate_id"], ts, pair["transaction_candidate_id"]))
         record_audit_event(conn, source="vue_dashboard", action="candidate_internal_transfer_rule_applied", entity_type="budget_transaction_candidate", entity_id=row["transaction_candidate_id"], old_values=before, new_values={"status":"transfer_candidate","classification":"transfer_candidate","rule_name":SWISSLOS_TRANSFER_RULE_NAME,"transfer_pair_status":pair_status}, created_by="system")
         updated += 1

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was modified since you last read it on disk (external edit or unrecorded writer). Re-read the file before writing.


    with pytest.raises(HTTPException) as blocked:
        preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
    assert blocked.value.detail["conflicts"][0]["reason"] == "transfer_candidate_blocked"

    preview = preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
    assert preview["can_confirm"] is False
    assert preview["conflicts"][0]["reason"] == "transfer_candidate_blocked"


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_internal_transfer_hotfix.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_internal_transfer_hotfix.py
@@ -69,9 +69,9 @@
     conn = db(); raif, akb, _food = setup_base(conn); seed_swisslos(conn)
     classify_swisslos_internal_transfers(conn)
     candidate = next(r for r in list_transaction_candidates(conn, budget_year="2026", tab="transfers", include_reference=True) if r["source_type"] == "raiffeisen_bank")
-    preview = preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
-    assert preview["can_confirm"] is False
-    assert preview["conflicts"][0]["reason"] == "transfer_candidate_blocked"
+    with pytest.raises(HTTPException) as blocked:
+        preview_batch_confirm_candidates(conn, candidate_ids=[candidate["transaction_candidate_id"]], account_id=raif, budget_year="2026")
+    assert blocked.value.detail["conflicts"][0]["reason"] == "transfer_candidate_blocked"

     with pytest.raises(HTTPException):
         confirm_transaction_candidate(conn, candidate["transaction_candidate_id"], {"account_id": raif, "transaction_type": "transfer", "budget_year": "2026"})

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_internal_transfer_hotfix.py">
ERROR [74:12] Argument of type "Literal['conflicts']" cannot be assigned to parameter "key" of type "SupportsIndex | slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]" in function "__getitem__"
  Type "Literal['conflicts']" is not assignable to type "SupportsIndex | slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]"
    "Literal['conflicts']" is incompatible with protocol "SupportsIndex"
      "__index__" is not present
    "Literal['conflicts']" is not assignable to "slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]" [reportArgumentType] (Pyright)
ERROR [74:12] Argument of type "Literal['reason']" cannot be assigned to parameter "key" of type "SupportsIndex | slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]" in function "__getitem__"
  Type "Literal['reason']" is not assignable to type "SupportsIndex | slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]"
    "Literal['reason']" is incompatible with protocol "SupportsIndex"
      "__index__" is not present
    "Literal['reason']" is not assignable to "slice[SupportsIndex | None, SupportsIndex | None, SupportsIndex | None]" [reportArgumentType] (Pyright)
</diagnostics>


terminal

{"output": ".F.                                                                      [100%]\n=================================== FAILURES ===================================\n_ test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it _\n\n    def test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it():\n        conn = db(); raif, akb, _food = setup_base(conn); seed_swisslos(conn)\n        classify_swisslos_internal_transfers(conn)\n        candidate = next(r for r in list_transaction_candidates(conn, budget_year=\"2026\", tab=\"transfers\", include_reference=True) if r[\"source_type\"] == \"raiffeisen_bank\")\n        with pytest.raises(HTTPException) as blocked:\n            preview_batch_confirm_candidates(conn, candidate_ids=[candidate[\"transaction_candidate_id\"]], account_id=raif, budget_year=\"2026\")\n        assert blocked.value.detail[\"conflicts\"][0][\"reason\"] == \"transfer_candidate_blocked\"\n    \n        with pytest.raises(HTTPException):\n            confirm_transaction_candidate(conn, candidate[\"transaction_candidate_id\"], {\"account_id\": raif, \"transaction_type\": \"transfer\", \"budget_year\": \"2026\"})\n    \n>       result = confirm_transaction_candidate(conn, candidate[\"transaction_candidate_id\"], {\"from_account_id\": raif, \"to_account_id\": akb, \"transaction_type\": \"transfer\", \"budget_year\": \"2026\"})\n                 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\n\ntests/unit/test_budget_internal_transfer_hotfix.py:79: \n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \n\nconn = <sqlite3.Connection object at 0x7dd906f04f40>\ncandidate_id = 'btxcand_0fcd69149dfbb1674ef6b866'\npayload = {'budget_year': '2026', 'from_account_id': 'bacc_6323bfe34ea349cf', 'to_account_id': 'bacc_17620d7107ce49a2', 'transaction_type': 'transfer'}\n\n    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        if preview[\"payload\"].get(\"transaction_type\") == \"transfer\" or row[\"status\"] == \"transfer_candidate\" or \"transfer\" in str(row[\"classification\"] or \"\"):\n            transfer_payload = {\n                \"from_account_id\": preview[\"payload\"].get(\"from_account_id\") or preview[\"payload\"].get(\"account_id\"),\n                \"to_account_id\": preview[\"payload\"].get(\"to_account_id\"),\n                \"amount_original\": preview[\"payload\"].get(\"amount_original\"),\n                \"currency_original\": preview[\"payload\"].get(\"currency_original\"),\n                \"transaction_date\": preview[\"payload\"].get(\"transaction_date\"),\n                \"description\": preview[\"payload\"].get(\"description\"),\n                \"notes\": f\"Internal transfer from transaction candidate {candidate_id}; counterparty_missing={not bool(row['linked_candidate_id'])}\",\n                \"transfer_type\": \"internal_transfer\",\n            }\n            result = confirm_transfer(conn, transfer_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))\nE           sqlite3.IntegrityError: FOREIGN KEY constraint failed\n\nsrc/jarvis_finance/services/budget_imports.py:1085: IntegrityError\n=========================== short test summary info ============================\nFAILED tests/unit/test_budget_internal_transfer_hotfix.py::test_transfer_candidate_confirm_creates_transfer_not_income_or_expense_and_batch_skips_it\n1 failed, 2 passed in 0.52s", "exit_code": 1, "error": null}

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


Explanation:
**Clarifying transaction relations**

I’m noticing that the confirmed_transaction_id is a foreign key to budget_transactions, but transfer_id doesn't seem to be linked in the same way. Maybe I should consider setting it to from_transaction instead? The confirm_transfer function seems to return only the transfer information. It might make sense to query the transfer row by ID and use from_transaction_id for clarity. There’s definitely something to figure out in those connections!

patch

        result = confirm_transfer(conn, transfer_payload)
        transfer_row = conn.execute("SELECT from_transaction_id FROM budget_transfers WHERE transfer_id=?", (result["entity_id"],)).fetchone()
        linked_transaction_id = transfer_row["from_transaction_id"] if transfer_row else None
        ts = now()
        conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (linked_transaction_id, ts, ts, candidate_id))

        result = confirm_transfer(conn, transfer_payload)
        ts = now()
        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))


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py
@@ -1081,8 +1081,10 @@
             "transfer_type": "internal_transfer",
         }
         result = confirm_transfer(conn, transfer_payload)
+        transfer_row = conn.execute("SELECT from_transaction_id FROM budget_transfers WHERE transfer_id=?", (result["entity_id"],)).fetchone()
+        linked_transaction_id = transfer_row["from_transaction_id"] if transfer_row else None
         ts = now()
-        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))
+        conn.execute("UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?", (linked_transaction_id, ts, ts, candidate_id))
         audit_id = record_audit_event(conn, source="vue_dashboard", action="candidate_transfer_confirmed", entity_type="budget_transaction_candidate", entity_id=candidate_id, old_values={"status": row["status"], "classification": row["classification"]}, new_values={"status": "confirmed", "transfer_id": result["entity_id"], "budget_impact": "neutral", "counterparty_missing": not bool(row["linked_candidate_id"])}, created_by="user")
         conn.commit()
         return {"status": "confirmed", "entity_id": result["entity_id"], "audit_id": audit_id, "message": "Transfer-Kandidat übernommen"}


terminal

Output:
...                                                                      [100%]
3 passed in 0.44s


patch

            <Select v-model="bulkCategory" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Bulk-Kategorie" filter class="w-56" />
            <Select v-if="activeTab === 'transfers'" v-model="transferTargetAccount" :options="accountOptions.filter(o => o.value)" optionLabel="label" optionValue="value" placeholder="Transfer-Zielkonto" class="w-52" />


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -26,6 +26,7 @@
             <Select v-model="filters.budget_year" :options="yearOptions" optionLabel="label" optionValue="value" class="w-40" />
             <Select v-model="status" :options="statusOptions" optionLabel="label" optionValue="value" placeholder="Status" class="w-44" />
             <Select v-model="bulkCategory" :options="categoryOptions" optionLabel="label" optionValue="value" placeholder="Bulk-Kategorie" filter class="w-56" />
+            <Select v-if="activeTab === 'transfers'" v-model="transferTargetAccount" :options="accountOptions.filter(o => o.value)" optionLabel="label" optionValue="value" placeholder="Transfer-Zielkonto" class="w-52" />
             <InputText v-model="filters.merchant" placeholder="Händler" class="w-36" />
             <InputText v-model="filters.source_type" placeholder="Quelle" class="w-36" />
             <Button label="Filtern" icon="pi pi-filter" severity="secondary" @click="load" />

No linter for .vue files


<Column header="Aktionen"><template #body="slotProps"><div class="flex flex-wrap gap-1"><Button v-if="isTransferCandidate(slotProps.data)" label="als Transfer bestätigen" size="small" severity="warn" @click="confirmTransferItem(slotProps.data)" /><Button v-if="canConfirm(slotProps.data)" label="Bestätigen" size="small" @click="confirmItem(slotProps.data)" />

<Column header="Aktionen"><template #body="slotProps"><div class="flex flex-wrap gap-1"><Button v-if="canConfirm(slotProps.data)" label="Bestätigen" size="small" @click="confirmItem(slotProps.data)" />


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -51,7 +51,7 @@
           <Column header="Confidence"><template #body="slotProps"><Tag :value="slotProps.data.confidence" :severity="confidenceSeverity(slotProps.data.confidence)" rounded /></template></Column>
           <Column header="Grund / Geldfluss"><template #body="slotProps"><Tag :value="slotProps.data.rule_name || slotProps.data.classification || '—'" severity="secondary" />{{ slotProps.data.review_reason || slotProps.data.notes }}Von Konto: {{ slotProps.data.account_source || slotProps.data.source_type }} · Zu Konto: {{ suggestedTargetAccount(slotProps.data) }}Gegenbuchung gefunden: {{ counterBookingHint(slotProps.data) }}</template></Column>
           <Column header="Status"><template #body="slotProps"><Tag :value="statusLabel(slotProps.data.status)" :severity="statusSeverity(slotProps.data.status)" rounded /></template></Column>
-          <Column header="Aktionen"><template #body="slotProps">
<Button v-if="canConfirm(slotProps.data)" label="Bestätigen" size="small" @click="confirmItem(slotProps.data)" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Als Duplikat ignorieren" size="small" severity="secondary" @click="ignoreItem(slotProps.data.transaction_candidate_id, 'Duplicate ignored/superseded by user')" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Zurück in Review" size="small" severity="info" @click="reopenItem(slotProps.data.transaction_candidate_id, 'Kein Duplikat, zurück in Review')" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Override mit Begründung" size="small" severity="warn" outlined @click="openDuplicateOverride(slotProps.data)" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Ignorieren" size="small" severity="secondary" @click="ignoreItem(slotProps.data.transaction_candidate_id)" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'transfer')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Investment Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'investment_transfer')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Kreditkartenausgleich" size="small" severity="warn" @click="markType(slotProps.data, 'credit_card_payment')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Splitten" size="small" severity="info" @click="openSplit(slotProps.data)" /><Button label="Details" size="small" text @click="detail=slotProps.data" />
</template></Column>
+          <Column header="Aktionen"><template #body="slotProps">
<Button v-if="isTransferCandidate(slotProps.data)" label="als Transfer bestätigen" size="small" severity="warn" @click="confirmTransferItem(slotProps.data)" /><Button v-if="canConfirm(slotProps.data)" label="Bestätigen" size="small" @click="confirmItem(slotProps.data)" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Als Duplikat ignorieren" size="small" severity="secondary" @click="ignoreItem(slotProps.data.transaction_candidate_id, 'Duplicate ignored/superseded by user')" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Zurück in Review" size="small" severity="info" @click="reopenItem(slotProps.data.transaction_candidate_id, 'Kein Duplikat, zurück in Review')" /><Button v-if="isDuplicateStatus(slotProps.data.status)" label="Override mit Begründung" size="small" severity="warn" outlined @click="openDuplicateOverride(slotProps.data)" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Ignorieren" size="small" severity="secondary" @click="ignoreItem(slotProps.data.transaction_candidate_id)" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'transfer')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Investment Transfer" size="small" severity="warn" @click="markType(slotProps.data, 'investment_transfer')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Kreditkartenausgleich" size="small" severity="warn" @click="markType(slotProps.data, 'credit_card_payment')" /><Button v-if="!isDuplicateStatus(slotProps.data.status)" label="Splitten" size="small" severity="info" @click="openSplit(slotProps.data)" /><Button label="Details" size="small" text @click="detail=slotProps.data" />
</template></Column>
           <template #empty>Keine Kandidaten.</template>
         </DataTable>
       </template>

No linter for .vue files


const summary = computed(() => reviewStore.summary); const status = ref(''); const activeTab = ref(''); const bulkCategory = ref(''); const transferTargetAccount = ref(''); const confirmAccount = ref(''); const error = ref(''); const message = ref('')

const summary = computed(() => reviewStore.summary); const status = ref(''); const activeTab = ref(''); const bulkCategory = ref(''); const confirmAccount = ref(''); const error = ref(''); const message = ref('')


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -107,7 +107,7 @@
 const reviewStore = useBudgetReviewStore()
 const candidates = computed(() => reviewStore.candidates); const accounts = ref<BudgetAccount[]>([]); const categories = ref<BudgetCategory[]>([]); const selected = ref<string[]>([])
 const toast = useToast(); const confirm = useConfirm()
-const summary = computed(() => reviewStore.summary); const status = ref(''); const activeTab = ref(''); const bulkCategory = ref(''); const confirmAccount = ref(''); const error = ref(''); const message = ref('')
+const summary = computed(() => reviewStore.summary); const status = ref(''); const activeTab = ref(''); const bulkCategory = ref(''); const transferTargetAccount = ref(''); const confirmAccount = ref(''); const error = ref(''); const message = ref('')
 const batchPreview = ref<{ preview_id: string; count: number; categories: Record<string, number>; sources?: Record<string, number>; possible_duplicates?: number; blockers?: Record<string, number>; conflicts: Array<Record<string, unknown>>; can_confirm?: boolean } | null>(null); const batchErrors = ref<Array<{ candidate_id?: unknown; error?: unknown }>>([]); const batchDialogVisible = ref(false)
 const detail = ref<BudgetTransactionCandidate | null>(null); const splitCandidate = ref<BudgetTransactionCandidate | null>(null); const newCategoryFor = ref<BudgetTransactionCandidate | null>(null)
 const duplicateOverrideCandidate = ref<BudgetTransactionCandidate | null>(null); const duplicateOverrideReason = ref('')

No linter for .vue files


const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Interne Transfers' },

const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Transfers' },


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue
@@ -117,7 +117,7 @@
 status.value = filters.status || ''
 activeTab.value = filters.tab || new URLSearchParams(window.location.search).get('tab') || ''
 const newCategory = reactive({ name: '', parent_category_id: '', category_type: 'expense' }); const splits = ref([{ category_id: '', amount_original: '', tag: '', note: '' }, { category_id: '', amount_original: '', tag: '', note: '' }])
-const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Transfers' }, { key: 'galaxus', label: 'Galaxus/Digitec' }, { key: 'unclear', label: 'Unklar' }, { key: 'duplicates', label: 'Duplikate prüfen' }, { key: 'auto_ignored_duplicates', label: 'Automatisch ignorierte Duplikate' }, { key: 'covered_by_source', label: 'Covered by Source' }, { key: 'migros', label: 'Migros' }, { key: 'visa', label: 'VISA' }, { key: 'raiffeisen', label: 'Raiffeisen' }, { key: 'akb', label: 'AKB' }, { key: 'money_in', label: 'Geld Eingang' }, { key: 'not_income_transfer', label: 'Nicht Einkommen / Transfer' }, { key: 'credit_card_payment', label: 'Kreditkartenausgleich' }, { key: 'investment_transfers', label: 'True Wealth / Investment Transfers' }, { key: 'reference_2025', label: '2025 Referenz' }, { key: 'ignored', label: 'Ignoriert / bereits verarbeitet' }]
+const tabs = [{ key: '', label: 'Alle neuen' }, { key: 'review', label: 'Review nötig' }, { key: 'auto', label: 'Auto-zugeordnet' }, { key: 'income', label: 'Einkommen' }, { key: 'transfers', label: 'Interne Transfers' }, { key: 'galaxus', label: 'Galaxus/Digitec' }, { key: 'unclear', label: 'Unklar' }, { key: 'duplicates', label: 'Duplikate prüfen' }, { key: 'auto_ignored_duplicates', label: 'Automatisch ignorierte Duplikate' }, { key: 'covered_by_source', label: 'Covered by Source' }, { key: 'migros', label: 'Migros' }, { key: 'visa', label: 'VISA' }, { key: 'raiffeisen', label: 'Raiffeisen' }, { key: 'akb', label: 'AKB' }, { key: 'money_in', label: 'Geld Eingang' }, { key: 'not_income_transfer', label: 'Nicht Einkommen / Transfer' }, { key: 'credit_card_payment', label: 'Kreditkartenausgleich' }, { key: 'investment_transfers', label: 'True Wealth / Investment Transfers' }, { key: 'reference_2025', label: '2025 Referenz' }, { key: 'ignored', label: 'Ignoriert / bereits verarbeitet' }]
 const yearOptions = [{ label: 'Budgetjahr 2026', value: '2026' }, { label: 'Referenzjahr 2025', value: '2025' }]
 const statusLabelMap: Record<string, string> = { pending: 'Offen', auto_categorized: 'Vorgeschlagen', needs_review: 'Prüfung nötig', confirmed: 'Bestätigt', ignored: 'Ignoriert', covered_by_source: 'Durch Quelle abgedeckt', covered_by_migros: 'Covered by Migros', auto_ignored_duplicate: 'Automatisch ignoriertes Duplikat', duplicate_candidate: 'Mögliches Duplikat', possible_duplicate: 'Mögliches Duplikat', duplicate_blocked: 'Blockiertes Duplikat', duplicate: 'Mögliches Duplikat', transfer_candidate: 'Möglicher Transfer', superseded: 'Ersetzt', reference_2025: 'Referenz 2025', archived_reference: 'Archivierte Referenz' }
 const statusOptions = [{ label: 'offene Kandidaten', value: '' }, { label: 'offen aus Link', value: 'open' }, ...['pending','auto_categorized','needs_review','duplicate_candidate','duplicate_blocked','possible_duplicate','covered_by_migros','transfer_candidate','reference_2025','archived_reference','ignored'].map(v => ({ label: statusLabelMap[v] || v, value: v }))]

No linter for .vue files


[Your active task list was preserved across context compression]
- [>] tr-0. Ist-Zustand/Schema/Transfer-Flows und konkrete Swisslos-Kandidaten analysieren; Runtime read-only (in_progress)
- [ ] tr-1. RED-Tests für Transfer-Erkennung, Tabs, Confirm-Safety, Auswertungs-Ausschluss schreiben (pending)
- [ ] tr-2. Backend Transfer-Regel/Matching/Confirm-Guard/Runtime-Korrektur mit Backup+Audit implementieren (pending)
- [ ] tr-3. Frontend Interne-Transfers-UI/Tab klar darstellen (pending)
- [ ] tr-4. Verifikation: Tests/Build/Secret/Git/Browser; Commit/Push (pending)
- [ ] tr-5. Abschlussbericht count-only ohne Beträge (pending)


Explanation:
**Checking tools and tasks**

I need to continue from the context I've got. First, I’ll inspect the current files since skills are loaded, but the system suggests scanning for relevant info again. We've got active tasks in software development and finance. I might need to load the finance tools again, even though it should already be in use. I want to check on the state of what's happening and ensure everything's ready to go!


<persisted-output>
This tool result was too large (105,441 characters, 103.0 KB).
Full output saved to: /tmp/hermes-results/call_SbBORuc06D45om1LnsJAivZM.txt
Use the read_file tool with offset and limit to access specific sections of this output.

Preview (first 1500 chars):
{"success": true, "name": "finance-system-architecture", "description": "Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.", "tags": ["finance", "portfolio", "accounting", "dashboard", "csv", "fx", "tax", "privacy"], "related_skills": [], "content": "---\nname: finance-system-architecture\ndescription: \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\"\nversion: 1.0.0\nauthor: Hermes Agent\nlicense: MIT\nmetadata:\n  hermes:\n    tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\n---\n\n# Finance System Architecture\n\n## Important linked references\n\n- `references/budget-import-status-audit-hardening.md` — FinanceManager import status audit + workflow hardening pattern: amount-free runtime inventory, AKB/Raiffeisen evidence checks, data-quality counts, no fake imports, and read-only audit endpoint guidance.\n- `references/review-backlog-cleanup-triage.md` — FinanceManager review backlog cleanup pattern: count-only dashboard, 2025 reference cleanup with backup+audit, merchant grouping, safe confirm previews, and source-triage verification.\n- `references/remote-dashboard-restart-hardening.md` — FinanceManager remote/Tailscale restart hardening pattern: detached restart workers, scheduled API responses, worker logs, UI polling/reload, stale listener cleanup, and live health verification.\n- `references/fixe
...
</persisted-output>


test-driven-development

---
name: test-driven-development
description: "TDD: enforce RED-GREEN-REFACTOR, tests before code."
version: 1.1.0
author: Hermes Agent (adapted from obra/superpowers)
license: MIT
platforms: [linux, macos, windows]
metadata:
  hermes:
    tags: [testing, tdd, development, quality, red-green-refactor]
    related_skills: [systematic-debugging, writing-plans, subagent-driven-development]
---

# Test-Driven Development (TDD)

## Overview

Write the test first. Watch it fail. Write minimal code to pass.

**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.

**Violating the letter of the rules is violating the spirit of the rules.**

## When to Use

**Always:**
- New features
- Bug fixes
- Refactoring
- Behavior changes

**Exceptions (ask the user first):**
- Throwaway prototypes
- Generated code
- Configuration files

Thinking "skip TDD just this once"? Stop. That's rationalization.

## The Iron Law

```
NO PRODUCTION CODE WITHOUT A FAILING TEST FIRST
```

Write code before the test? Delete it. Start over.

**No exceptions:**
- Don't keep it as "reference"
- Don't "adapt" it while writing tests
- Don't look at it
- Delete means delete

Implement fresh from tests. Period.

## Red-Green-Refactor Cycle

### RED — Write Failing Test

Write one minimal test showing what should happen.

**Good test:**
```python
def test_retries_failed_operations_3_times():
    attempts = 0
    def operation():
        nonlocal attempts
        attempts += 1
        if attempts < 3:
            raise Exception('fail')
        return 'success'

    result = retry_operation(operation)

    assert result == 'success'
    assert attempts == 3
```
Clear name, tests real behavior, one thing.

**Bad test:**
```python
def test_retry_works():
    mock = MagicMock()
    mock.side_effect = [Exception(), Exception(), 'success']
    result = retry_operation(mock)
    assert result == 'success'  # What about retry count? Timing?
```
Vague name, tests mock not real code.

**Requirements:**
- One behavior per test
- Clear descriptive name ("and" in name? Split it)
- Real code, not mocks (unless truly unavoidable)
- Name describes behavior, not implementation

### Verify RED — Watch It Fail

**MANDATORY. Never skip.**

```bash
# Use terminal tool to run the specific test
pytest tests/test_feature.py::test_specific_behavior -v
```

Confirm:
- Test fails (not errors from typos)
- Failure message is expected
- Fails because the feature is missing

**Test passes immediately?** You're testing existing behavior. Fix the test.

**Test errors?** Fix the error, re-run until it fails correctly.

### GREEN — Minimal Code

Write the simplest code to pass the test. Nothing more.

**Good:**
```python
def add(a, b):
    return a + b  # Nothing extra
```

**Bad:**
```python
def add(a, b):
    result = a + b
    logging.info(f"Adding {a} + {b} = {result}")  # Extra!
    return result
```

Don't add features, refactor other code, or "improve" beyond the test.

**Cheating is OK in GREEN:**
- Hardcode return values
- Copy-paste
- Duplicate code
- Skip edge cases

We'll fix it in REFACTOR.

### Verify GREEN — Watch It Pass

**MANDATORY.**

```bash
# Run the specific test
pytest tests/test_feature.py::test_specific_behavior -v

# Then run ALL tests to check for regressions
pytest tests/ -q
```

Confirm:
- Test passes
- Other tests still pass
- Output pristine (no errors, warnings)

**Test fails?** Fix the code, not the test.

**Other tests fail?** Fix regressions now.

### REFACTOR — Clean Up

After green only:
- Remove duplication
- Improve names
- Extract helpers
- Simplify expressions

Keep tests green throughout. Don't add behavior.

**If tests fail during refactor:** Undo immediately. Take smaller steps.

### Repeat

Next failing test for next behavior. One cycle at a time.

## Why Order Matters

**"I'll write tests after to verify it works"**

Tests written after code pass immediately. Passing immediately proves nothing:
- Might test the wrong thing
- Might test implementation, not behavior
- Might miss edge cases you forgot
- You never saw it catch the bug

Test-first forces you to see the test fail, proving it actually tests something.

**"I already manually tested all the edge cases"**

Manual testing is ad-hoc. You think you tested everything but:
- No record of what you tested
- Can't re-run when code changes
- Easy to forget cases under pressure
- "It worked when I tried it" ≠ comprehensive

Automated tests are systematic. They run the same way every time.

**"Deleting X hours of work is wasteful"**

Sunk cost fallacy. The time is already gone. Your choice now:
- Delete and rewrite with TDD (high confidence)
- Keep it and add tests after (low confidence, likely bugs)

The "waste" is keeping code you can't trust.

**"TDD is dogmatic, being pragmatic means adapting"**

TDD IS pragmatic:
- Finds bugs before commit (faster than debugging after)
- Prevents regressions (tests catch breaks immediately)
- Documents behavior (tests show how to use code)
- Enables refactoring (change freely, tests catch breaks)

"Pragmatic" shortcuts = debugging in production = slower.

**"Tests after achieve the same goals — it's spirit not ritual"**

No. Tests-after answer "What does this do?" Tests-first answer "What should this do?"

Tests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.

## Common Rationalizations

| Excuse | Reality |
|--------|---------|
| "Too simple to test" | Simple code breaks. Test takes 30 seconds. |
| "I'll test after" | Tests passing immediately prove nothing. |
| "Tests after achieve same goals" | Tests-after = "what does this do?" Tests-first = "what should this do?" |
| "Already manually tested" | Ad-hoc ≠ systematic. No record, can't re-run. |
| "Deleting X hours is wasteful" | Sunk cost fallacy. Keeping unverified code is technical debt. |
| "Keep as reference, write tests first" | You'll adapt it. That's testing after. Delete means delete. |
| "Need to explore first" | Fine. Throw away exploration, start with TDD. |
| "Test hard = design unclear" | Listen to the test. Hard to test = hard to use. |
| "TDD will slow me down" | TDD faster than debugging. Pragmatic = test-first. |
| "Manual test faster" | Manual doesn't prove edge cases. You'll re-test every change. |
| "Existing code has no tests" | You're improving it. Add tests for the code you touch. |

## Red Flags — STOP and Start Over

If you catch yourself doing any of these, delete the code and restart with TDD:

- Code before test
- Test after implementation
- Test passes immediately on first run
- Can't explain why test failed
- Tests added "later"
- Rationalizing "just this once"
- "I already manually tested it"
- "Tests after achieve the same purpose"
- "Keep as reference" or "adapt existing code"
- "Already spent X hours, deleting is wasteful"
- "TDD is dogmatic, I'm being pragmatic"
- "This is different because..."

**All of these mean: Delete code. Start over with TDD.**

## Verification Checklist

Before marking work complete:

- [ ] Every new function/method has a test
- [ ] Watched each test fail before implementing
- [ ] Each test failed for expected reason (feature missing, not typo)
- [ ] Wrote minimal code to pass each test
- [ ] All tests pass
- [ ] Output pristine (no errors, warnings)
- [ ] Tests use real code (mocks only if unavoidable)
- [ ] Edge cases and errors covered

Can't check all boxes? You skipped TDD. Start over.

## When Stuck

| Problem | Solution |
|---------|----------|
| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |
| Test too complicated | Design too complicated. Simplify the interface. |
| Must mock everything | Code too coupled. Use dependency injection. |
| Test setup huge | Extract helpers. Still complex? Simplify the design. |

## Hermes Agent Integration

### Running Tests

Use the `terminal` tool to run tests at each step:

```python
# RED — verify failure
terminal("pytest tests/test_feature.py::test_name -v")

# GREEN — verify pass
terminal("pytest tests/test_feature.py::test_name -v")

# Full suite — verify no regressions
terminal("pytest tests/ -q")
```

### With delegate_task

When dispatching subagents for implementation, enforce TDD in the goal:

```python
delegate_task(
    goal="Implement [feature] using strict TDD",
    context="""
    Follow test-driven-development skill:
    1. Write failing test FIRST
    2. Run test to verify it fails
    3. Write minimal code to pass
    4. Run test to verify it passes
    5. Refactor if needed
    6. Commit

    Project test command: pytest tests/ -q
    Project structure: [describe relevant files]
    """,
    toolsets=['terminal', 'file']
)
```

### With systematic-debugging

Bug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.

Never fix bugs without a test.

## Testing Anti-Patterns

- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test
- **Testing implementation details** — test behavior/results, not internal method calls
- **Happy path only** — always test edge cases, errors, and boundaries
- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them

## Final Rule

```
Production code → test exists and failed first
Otherwise → not TDD
```

No exceptions without the user's explicit permission.


systematic-debugging

---
name: systematic-debugging
description: "4-phase root cause debugging: understand bugs before fixing."
version: 1.2.0
author: Hermes Agent (adapted from obra/superpowers)
license: MIT
metadata:
  hermes:
    tags: [debugging, troubleshooting, problem-solving, root-cause, investigation]
    related_skills: [test-driven-development, writing-plans, subagent-driven-development]
---

# Systematic Debugging

## Overview

Random fixes waste time and create new bugs. Quick patches mask underlying issues.

**Core principle:** ALWAYS find root cause before attempting fixes. Symptom fixes are failure.

**Violating the letter of this process is violating the spirit of debugging.**

## The Iron Law

```
NO FIXES WITHOUT ROOT CAUSE INVESTIGATION FIRST
```

If you haven't completed Phase 1, you cannot propose fixes.

## When to Use

Use for ANY technical issue:
- Test failures
- Bugs in production
- Unexpected behavior
- Performance problems
- Build failures
- Integration issues

**Use this ESPECIALLY when:**
- Under time pressure (emergencies make guessing tempting)
- "Just one quick fix" seems obvious
- You've already tried multiple fixes
- Previous fix didn't work
- You don't fully understand the issue

**Don't skip when:**
- Issue seems simple (simple bugs have root causes too)
- You're in a hurry (rushing guarantees rework)
- Someone wants it fixed NOW (systematic is faster than thrashing)

## The Four Phases

You MUST complete each phase before proceeding to the next.

---

## Phase 1: Root Cause Investigation

**BEFORE attempting ANY fix:**

### 1. Read Error Messages Carefully

- Don't skip past errors or warnings
- They often contain the exact solution
- Read stack traces completely
- Note line numbers, file paths, error codes

**Action:** Use `read_file` on the relevant source files. Use `search_files` to find the error string in the codebase.

### 2. Reproduce Consistently

- Can you trigger it reliably?
- What are the exact steps?
- Does it happen every time?
- If not reproducible → gather more data, don't guess

**Action:** Use the `terminal` tool to run the failing test or trigger the bug:

```bash
# Run specific failing test
pytest tests/test_module.py::test_name -v

# Run with verbose output
pytest tests/test_module.py -v --tb=long
```

### 3. Check Recent Changes

- What changed that could cause this?
- Git diff, recent commits
- New dependencies, config changes

**Action:**

```bash
# Recent commits
git log --oneline -10

# Uncommitted changes
git diff

# Changes in specific file
git log -p --follow src/problematic_file.py | head -100
```

### 4. Gather Evidence in Multi-Component Systems

**WHEN system has multiple components (API → service → database, CI → build → deploy):**

**BEFORE proposing fixes, add diagnostic instrumentation:**

For EACH component boundary:
- Log what data enters the component
- Log what data exits the component
- Verify environment/config propagation
- Check state at each layer

Run once to gather evidence showing WHERE it breaks.
THEN analyze evidence to identify the failing component.
THEN investigate that specific component.

### 5. Trace Data Flow

**WHEN error is deep in the call stack:**

- Where does the bad value originate?
- What called this function with the bad value?
- Keep tracing upstream until you find the source
- Fix at the source, not at the symptom

**Action:** Use `search_files` to trace references:

```python
# Find where the function is called
search_files("function_name(", path="src/", file_glob="*.py")

# Find where the variable is set
search_files("variable_name\\s*=", path="src/", file_glob="*.py")
```

### Phase 1 Completion Checklist

- [ ] Error messages fully read and understood
- [ ] Issue reproduced consistently
- [ ] Recent changes identified and reviewed
- [ ] Evidence gathered (logs, state, data flow)
- [ ] Problem isolated to specific component/code
- [ ] Root cause hypothesis formed

**STOP:** Do not proceed to Phase 2 until you understand WHY it's happening.

---

## Phase 2: Pattern Analysis

**Find the pattern before fixing:**

### 1. Find Working Examples

- Locate similar working code in the same codebase
- What works that's similar to what's broken?

**Action:** Use `search_files` to find comparable patterns:

```python
search_files("similar_pattern", path="src/", file_glob="*.py")
```

### 2. Compare Against References

- If implementing a pattern, read the reference implementation COMPLETELY
- Don't skim — read every line
- Understand the pattern fully before applying

### 3. Identify Differences

- What's different between working and broken?
- List every difference, however small
- Don't assume "that can't matter"

### 4. Understand Dependencies

- What other components does this need?
- What settings, config, environment?
- What assumptions does it make?

---

## Phase 3: Hypothesis and Testing

**Scientific method:**

### 1. Form a Single Hypothesis

- State clearly: "I think X is the root cause because Y"
- Write it down
- Be specific, not vague

### 2. Test Minimally

- Make the SMALLEST possible change to test the hypothesis
- One variable at a time
- Don't fix multiple things at once

### 3. Verify Before Continuing

- Did it work? → Phase 4
- Didn't work? → Form NEW hypothesis
- DON'T add more fixes on top

### 4. When You Don't Know

- Say "I don't understand X"
- Don't pretend to know
- Ask the user for help
- Research more

---

## Phase 4: Implementation

**Fix the root cause, not the symptom:**

### 1. Create Failing Test Case

- Simplest possible reproduction
- Automated test if possible
- MUST have before fixing
- Use the `test-driven-development` skill

### 2. Implement Single Fix

- Address the root cause identified
- ONE change at a time
- No "while I'm here" improvements
- No bundled refactoring

### 3. Verify Fix

```bash
# Run the specific regression test
pytest tests/test_module.py::test_regression -v

# Run full suite — no regressions
pytest tests/ -q
```

### 4. If Fix Doesn't Work — The Rule of Three

- **STOP.**
- Count: How many fixes have you tried?
- If < 3: Return to Phase 1, re-analyze with new information
- **If ≥ 3: STOP and question the architecture (step 5 below)**
- DON'T attempt Fix #4 without architectural discussion

### 5. If 3+ Fixes Failed: Question Architecture

**Pattern indicating an architectural problem:**
- Each fix reveals new shared state/coupling in a different place
- Fixes require "massive refactoring" to implement
- Each fix creates new symptoms elsewhere

**STOP and question fundamentals:**
- Is this pattern fundamentally sound?
- Are we "sticking with it through sheer inertia"?
- Should we refactor the architecture vs. continue fixing symptoms?

**Discuss with the user before attempting more fixes.**

This is NOT a failed hypothesis — this is a wrong architecture.

---

## Red Flags — STOP and Follow Process

If you catch yourself thinking:
- "Quick fix for now, investigate later"
- "Just try changing X and see if it works"
- "Add multiple changes, run tests"
- "Skip the test, I'll manually verify"
- "It's probably X, let me fix that"
- "I don't fully understand but this might work"
- "Pattern says X but I'll adapt it differently"
- "Here are the main problems: [lists fixes without investigation]"
- Proposing solutions before tracing data flow
- **"One more fix attempt" (when already tried 2+)**
- **Each fix reveals a new problem in a different place**

**ALL of these mean: STOP. Return to Phase 1.**

**If 3+ fixes failed:** Question the architecture (Phase 4 step 5).

## Common Rationalizations

| Excuse | Reality |
|--------|---------|
| "Issue is simple, don't need process" | Simple issues have root causes too. Process is fast for simple bugs. |
| "Emergency, no time for process" | Systematic debugging is FASTER than guess-and-check thrashing. |
| "Just try this first, then investigate" | First fix sets the pattern. Do it right from the start. |
| "I'll write test after confirming fix works" | Untested fixes don't stick. Test first proves it. |
| "Multiple fixes at once saves time" | Can't isolate what worked. Causes new bugs. |
| "Reference too long, I'll adapt the pattern" | Partial understanding guarantees bugs. Read it completely. |
| "I see the problem, let me fix it" | Seeing symptoms ≠ understanding root cause. |
| "One more fix attempt" (after 2+ failures) | 3+ failures = architectural problem. Question the pattern, don't fix again. |

## Quick Reference

| Phase | Key Activities | Success Criteria |
|-------|---------------|------------------|
| **1. Root Cause** | Read errors, reproduce, check changes, gather evidence, trace data flow | Understand WHAT and WHY |
| **2. Pattern** | Find working examples, compare, identify differences | Know what's different |
| **3. Hypothesis** | Form theory, test minimally, one variable at a time | Confirmed or new hypothesis |
| **4. Implementation** | Create regression test, fix root cause, verify | Bug resolved, all tests pass |

## Hermes Agent Integration

### Investigation Tools

Use these Hermes tools during Phase 1:

- **`search_files`** — Find error strings, trace function calls, locate patterns
- **`read_file`** — Read source code with line numbers for precise analysis
- **`terminal`** — Run tests, check git history, reproduce bugs
- **`web_search`/`web_extract`** — Research error messages, library docs

### With delegate_task

For complex multi-component debugging, dispatch investigation subagents:

```python
delegate_task(
    goal="Investigate why [specific test/behavior] fails",
    context="""
    Follow systematic-debugging skill:
    1. Read the error message carefully
    2. Reproduce the issue
    3. Trace the data flow to find root cause
    4. Report findings — do NOT fix yet

    Error: [paste full error]
    File: [path to failing code]
    Test command: [exact command]
    """,
    toolsets=['terminal', 'file']
)
```

### With test-driven-development

When fixing bugs:
1. Write a test that reproduces the bug (RED)
2. Debug systematically to find root cause
3. Fix the root cause (GREEN)
4. The test proves the fix and prevents regression

## Real-World Impact

From debugging sessions:
- Systematic approach: 15-30 minutes to fix
- Random fixes approach: 2-3 hours of thrashing
- First-time fix rate: 95% vs 40%
- New bugs introduced: Near zero vs common

**No shortcuts. No guessing. Systematic always wins.**

## Advanced Pitfalls

### Variable Shadowing

If you import `text` from SQLAlchemy (`from sqlalchemy import text`) and then assign to a local variable named `text`, it shadows the import. This causes `UnboundLocalError` or silent misbehavior.

**Rule:** Never use imported names as local variable names. Use descriptive alternatives: `pdf_text`, `page_text`, `ocr_text`, `query_result`, etc.

**Detection:** After any `import`, scan the function body for variables with the same name.

### CHECK Constraint Failures

SQLite CHECK constraints can fail silently in ORM layers. An INSERT may raise `IntegrityError` but the actual constraint definition is hidden.

**Debug:** Always inspect the schema:
```sql
PRAGMA table_info(table_name);
SELECT sql FROM sqlite_master WHERE type='table' AND name='table_name';
```

### Daemon Process Management

Long-running daemons (watchdog, monitoring services) may not restart cleanly with `systemctl` if root permissions are unavailable.

**Pattern:** Use wrapper scripts with PID file management:
```bash
kill $(cat pidfile) 2>/dev/null
nohup python3.12 script.py > log 2>&1 &
echo $! > pidfile
```


Explanation:
**Reviewing changes in files**

I need to proceed with checking the git diff to see the changes in the files. It's important for understanding what has been modified, so I’ll look at the differences carefully. This step is crucial before moving forward, as it helps ensure that everything is aligned with what I expect. I’m making sure I get this right to avoid any unnecessary errors later on. Let’s see what I find!

terminal

git status --short && python -m py_compile src/jarvis_finance/services/budget_imports.py src/jarvis_finance/api/routers/budget.py


Output:
M frontend/src/pages/BudgetImportReviewPage.vue
 M src/jarvis_finance/api/routers/budget.py
 M src/jarvis_finance/services/budget_imports.py
?? tests/unit/test_budget_internal_transfer_hotfix.py


   145|const splitTotalText = computed(() => splitTotal.value.toFixed(2))
   146|const splitDiffText = computed(() => splitDiff.value.toFixed(2))
   147|function notifySuccess(detail: string) { toast.add({ severity: 'success', summary: 'Erfolg', detail, life: 4500 }) }
   148|function notifyError(detail: string) { toast.add({ severity: 'error', summary: 'Fehler', detail, life: 7000 }) }
   149|function askRisky(messageText: string, accept: () => void) { confirm.require({ header: 'Bitte bestätigen', message: messageText, icon: 'pi pi-exclamation-triangle', acceptLabel: 'Bestätigen', rejectLabel: 'Abbrechen', accept }) }
   150|function confidenceSeverity(value: string) { return Number(value || 0) >= .85 ? 'success' : Number(value || 0) >= .6 ? 'warn' : 'danger' }
   151|function statusLabel(value: string) { return statusLabelMap[value] || value || '—' }
   152|function statusSeverity(value: string) { return value.includes('review') || value.includes('pending') || value.includes('duplicate') ? 'warn' : value.includes('ignored') ? 'secondary' : value.includes('transfer') ? 'info' : 'success' }
   153|function transferHint(item: BudgetTransactionCandidate) { const c = String(item.classification || ''); if (c === 'investment_transfer') return 'zählt nicht in Budget-Ausgaben/Einnahmen · Ziel: True Wealth Cash'; if (c === 'credit_card_payment') return 'Kreditkartenausgleich verhindert Doppelzählung'; if (c.includes('transfer') || item.status === 'transfer_candidate') return 'interner Transfer · kein Einkommen/keine Ausgabe'; return 'produktive Buchung erst nach Confirm' }
   154|function suggestedTargetAccount(item: BudgetTransactionCandidate) { const c = String(item.classification || ''); if (c === 'investment_transfer') return 'True Wealth Cash'; if (c === 'credit_card_payment') return 'VISA/Kreditkarte'; if (c.includes('transfer') || item.status === 'transfer_candidate') return 'Haushaltskonto/Gegenkonto'; return '—' }
   155|function counterBookingHint(item: BudgetTransactionCandidate) { return item.linked_candidate_id ? 'ja' : 'nein/noch nicht verknüpft' }
   156|function typeLabel(item: BudgetTransactionCandidate) { const c = item.classification || ''; if (c === 'income_candidate') return 'income'; if (c === 'investment_transfer') return 'investment_transfer'; if (c === 'credit_card_payment') return 'credit_card_payment'; if (c.includes('transfer')) return 'transfer'; if (item.status?.startsWith('covered')) return 'covered_by_source'; return 'expense' }
   157|async function load() { await apply({ ...filters, status: status.value }, true); await reviewStore.load(filters, status.value, activeTab.value); selected.value = selected.value.filter(id => candidates.value.some(c => c.transaction_candidate_id === id)); batchPreview.value = null }
   158|async function refreshAll() { categories.value = await getBudgetCategories(); accounts.value = await getBudgetAccounts(); await load() }
   159|async function setTab(tab: string) { activeTab.value = tab; await load() }
   160|async function reclassifyIncome() { askRisky('Vorhandene AKB/Raiffeisen-Kandidaten neu klassifizieren? Es werden keine Buchungen bestätigt.', async () => { const result = await reclassifyBankIncomeCandidates(filters.budget_year); message.value = `Bankeingänge neu klassifiziert: ${(result as any).income_candidate_count ?? 0} Einkommen, ${(result as any).possible_income_count ?? 0} mögliche Einkommen, ${(result as any).transfer_candidate_count ?? 0} Transfers.`; notifySuccess(message.value); await load() }) }
   161|function toggleAll() { selected.value = allVisibleSelected.value ? [] : candidates.value.map(c => c.transaction_candidate_id) }
   162|function isDuplicateStatus(value: string | undefined) { return ['duplicate_candidate','duplicate','possible_duplicate','duplicate_blocked'].includes(String(value || '')) }
   163|function canConfirm(item: BudgetTransactionCandidate) { return !['covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','transfer_candidate','duplicate_candidate','duplicate','possible_duplicate','duplicate_blocked','confirmed','ignored','reference_2025','archived_reference'].includes(item.status) && String(item.transaction_date || '').startsWith(filters.budget_year) && (!!item.proposed_category_id || ['income_candidate','possible_income'].includes(String(item.classification || ''))) }
   164|async function confirmItem(item: BudgetTransactionCandidate) { if (!confirmAccount.value) { error.value = 'Confirm-Konto fehlt.'; notifyError(error.value); return } askRisky('Diesen Kandidaten produktiv bestätigen? Audit wird geschrieben.', async () => { try { const isIncome = ['income_candidate','possible_income'].includes(String(item.classification || '')); const result = await reviewStore.confirmCandidate(item.transaction_candidate_id, { account_id: confirmAccount.value, category_id: item.proposed_category_id, transaction_type: isIncome ? 'income' : 'expense', budget_year: filters.budget_year }); message.value = `Kandidat bestätigt. Audit: ${(result as any)?.audit_id ?? 'geschrieben'}`; error.value=''; notifySuccess(message.value) } catch (e) { error.value = e instanceof Error ? e.message : 'Confirm fehlgeschlagen'; notifyError(error.value) } }) }
   165|async function setCategory(item: BudgetTransactionCandidate, categoryId: string) { if (!categoryId) return; await updateBudgetTransactionCandidateCategory(item.transaction_candidate_id, categoryId, 'Inline category override'); message.value = 'Kategorie aktualisiert.'; await load() }
   166|async function bulkSetCategory() { const result = await batchBudgetTransactionCandidates({ candidate_ids: selected.value, action: 'category', category_id: bulkCategory.value, budget_year: filters.budget_year, note: 'Bulk category assignment' }); batchErrors.value = ((result as any).errors || []) as any; const updated = (result as any).updated_count ?? 0; const skipped = (result as any).skipped_count ?? 0; message.value=`Kategorie auf Auswahl angewendet: ${updated} aktualisiert${skipped ? `, ${skipped} blockiert` : ''}.`; notifySuccess(message.value); await load() }
   167|async function previewBatchConfirm() { if (!confirmAccount.value) { error.value='Confirm-Konto fehlt.'; return } batchErrors.value=[]; batchPreview.value = await previewBatchBudgetTransactionCandidates(selected.value, confirmAccount.value, filters.budget_year); batchDialogVisible.value = true; error.value='' }
   168|async function confirmBatchPreview() { if (!batchPreview.value || !batchPreview.value.can_confirm) return; askRisky('Bulk Confirm ausführen? Teilfehler werden angezeigt, Audit wird geschrieben.', async () => { try { const result = await batchBudgetTransactionCandidates({ candidate_ids: selected.value, action: 'confirm', account_id: confirmAccount.value, preview_id: batchPreview.value?.preview_id, budget_year: filters.budget_year }); batchErrors.value = ((result as any).errors || []) as any; const confirmed = (result as any).confirmed_count ?? 0; const skipped = (result as any).skipped_count ?? 0; message.value=`Batch Confirm ausgeführt: ${confirmed} Buchungen bestätigt${skipped ? `, ${skipped} blockiert` : ''}. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); selected.value=[]; batchDialogVisible.value=false; await load() } catch (e) { error.value = e instanceof Error ? e.message : 'Batch Confirm fehlgeschlagen'; notifyError(error.value) } }) }
   169|async function bulkIgnore() { askRisky('Auswahl ignorieren? Audit wird geschrieben.', async () => { const result = await batchBudgetTransactionCandidates({ candidate_ids: selected.value, action: 'ignore' }); message.value=`Auswahl ignoriert. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); selected.value=[]; await load() }) }
   170|async function bulkReopen() { askRisky('Auswahl wieder öffnen? Audit wird geschrieben.', async () => { const result = await batchBudgetTransactionCandidates({ candidate_ids: selected.value, action: 'reopen' }); message.value=`Auswahl wieder geöffnet. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); selected.value=[]; await load() }) }
   171|async function bulkTransfer() { askRisky('Auswahl als Transfer markieren? Keine produktive Buchung.', async () => { const result = await batchBudgetTransactionCandidates({ candidate_ids: selected.value, action: 'transfer' }); message.value=`Auswahl als Transfer markiert. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); selected.value=[]; await load() }) }
   172|async function ignoreItem(id: string, note = 'User review ignored') { askRisky('Kandidat ignorieren? Audit wird geschrieben.', async () => { const result = await ignoreBudgetTransactionCandidate(id, note); message.value=`Kandidat ignoriert. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); await load() }) }
   173|async function reopenItem(id: string, note = 'User reopened from duplicate review') { askRisky('Kandidat zurück in Review setzen? Audit wird geschrieben.', async () => { const result = await reopenBudgetTransactionCandidate(id, note); message.value=`Kandidat wieder geöffnet. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); await load() }) }
   174|function openDuplicateOverride(item: BudgetTransactionCandidate) { duplicateOverrideCandidate.value = item; duplicateOverrideReason.value = '' }
   175|async function confirmDuplicateOverride() { if (!duplicateOverrideCandidate.value) return; if (!confirmAccount.value) { error.value='Confirm-Konto fehlt.'; notifyError(error.value); return } const item = duplicateOverrideCandidate.value; askRisky('Duplikat-Override final buchen? Begründung und Audit werden gespeichert.', async () => { try { const isIncome = ['income_candidate','possible_income'].includes(String(item.classification || '')); const result = await confirmBudgetTransactionCandidateDuplicateOverride(item.transaction_candidate_id, { account_id: confirmAccount.value, category_id: item.proposed_category_id, transaction_type: isIncome ? 'income' : 'expense', budget_year: filters.budget_year, reason: duplicateOverrideReason.value.trim() }); message.value=`Duplikat-Override bestätigt. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); duplicateOverrideCandidate.value=null; duplicateOverrideReason.value=''; await load() } catch (e) { error.value = e instanceof Error ? e.message : 'Duplikat-Override fehlgeschlagen'; notifyError(error.value) } }) }
   176|async function markType(item: BudgetTransactionCandidate, candidateType: 'transfer' | 'investment_transfer' | 'credit_card_payment') { askRisky('Kandidat umklassifizieren? Keine produktive Buchung, Audit wird geschrieben.', async () => { const result = await markBudgetTransactionCandidateType(item.transaction_candidate_id, candidateType, `User marked ${candidateType}`); message.value=`Typ aktualisiert. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); await load() }) }
   177|function openSplit(item: BudgetTransactionCandidate) { detail.value=item; splitCandidate.value=item; newCategoryFor.value=null; splits.value=[{ category_id:'', amount_original:'', tag:'', note:'' }, { category_id:'', amount_original:'', tag:'', note:'' }] }
   178|function openNewCategory(item: BudgetTransactionCandidate) { detail.value=item; newCategoryFor.value=item; splitCandidate.value=null; newCategory.name='' }
   179|async function createCategoryFromReview() { if (!newCategoryFor.value) return; await createReviewCategoryForCandidate(newCategoryFor.value.transaction_candidate_id, newCategory); message.value='Kategorie erstellt und zugeordnet.'; detail.value=null; await refreshAll() }
   180|async function confirmSplit() { if (!splitCandidate.value || !confirmAccount.value) { error.value='Split benötigt Kandidat und Confirm-Konto.'; notifyError(error.value); return } askRisky('Split bestätigen? Mehrere Buchungen werden erstellt, Audit wird geschrieben.', async () => { try { const result = await confirmBudgetTransactionCandidateSplit(splitCandidate.value!.transaction_candidate_id, { account_id: confirmAccount.value, splits: splits.value.filter(s => s.category_id && s.amount_original) }); message.value=`Split bestätigt und auditiert. Audit: ${(result as any).audit_id ?? 'geschrieben'}`; notifySuccess(message.value); detail.value=null; await load() } catch (e) { error.value = e instanceof Error ? e.message : 'Split Confirm fehlgeschlagen'; notifyError(error.value) } }) }
   181|onMounted(async () => { try { await refreshAll() } catch (e) { error.value = e instanceof Error ? e.message : 'Buchungen prüfen nicht verfügbar' } })
   182|</script>
   183|


export interface BudgetTransactionCandidate|type BudgetTransactionCandidate