[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.

[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
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[Your active task list was preserved across context compression]
- [>] p110-0. Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup (in_progress)
- [ ] p110-1. RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben (pending)
- [ ] p110-2. Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs (pending)
- [ ] p110-3. Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit (pending)
- [ ] p110-4. Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar (pending)
- [ ] p110-5. Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only (pending)
- [ ] p110-6. Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms (pending)
- [ ] p110-7. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)
- [ ] p110-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
## Active Task
None.

## Goal
Das Finanz-/Budget-Dashboard soll über Tailscale auf iPhone/iPad gut nutzbar sein: schnelle mobile Quick-View für Command Center, Budgetstatus 2026, Einkünfte, effektive Ausgaben, Crypto, Aktien/ETF/Cash, Wallets und minimale Reports — ohne neue Fachfeatures, Provider, Import-Engines oder Schreibaktionen ohne Preview/Confirm/Audit.

## Constraints & Preferences
- Sprache/Kommunikation: Deutsch, direkte Abschlussberichte mit Ja/Nein-Status und Links.
- Keine VISA-/Migros-/Rule-/OCR-/Import-Engine starten oder implementieren.
- Keine neuen Provider, keine Provider-Abfragen beim normalen Rendern.
- Keine echten Daten, API-Keys, Secrets, Credentials, Runtime-DBs oder Connection Strings ins Git/Frontend.
- Schreibaktionen nur mit Preview/Confirm/Audit.
- Fokus Mobile UX: responsive Layout, mobile Navigation, kompakte Views, Touch-Bedienbarkeit.
- Desktop-Verhalten darf nicht kaputtgehen; Desktop-Sidebar bleibt.
- Mobile User Mode soll keine Admin-/Debug-/technischen IDs zeigen.
- Große Tabellen mobil entschärfen: Desktop Tabelle, Mobile Card List; horizontales Scrollen nur in Detailbereichen, wenn unvermeidbar.
- Breakpoints: mobile `<640px`, tablet `640–1024px`, desktop `>1024px`.
- Beträge immer mit 2 Dezimalstellen, keine langen Decimal-Werte.
- Roadmap-Hinweise sind erlaubt, aber keine Fake-Buttons.
- Vor Abschluss erwünscht: Python compile, pytest, npm test, npm run build, Secret Scans, Git-Safety, `git diff --check`, Commit, Push, Restart, lokale/Tailscale-Links melden.

## Completed Actions
1. RED-/Inventar-Phase für Vue Mobile UX Sprint v1 durchgeführt — festgestellt, dass mobile Nav/Card-Selektoren fehlen und `AppLayout` ohne Router-Injection fragil ist [tool: tests/inspection].
2. Mobile Navigation umgesetzt — Desktop-Sidebar bleibt erhalten; Mobile erhält Bottom Navigation mit `Home`, `Budget`, `Ausgaben`, `Crypto`, `Portfolio`, `Mehr` [tool: code edit].
3. Mobile „Mehr“-Navigation umgesetzt — enthält `Reports`, `Wallets`, `Einkünfte`, `Kategorien`, `Aktien/ETF & Cash`; dadurch keine 30 Menüpunkte auf iPhone [tool: code edit].
4. Mobile Shell/Layout angepasst — Bottom-Nav-Space und mobiles Padding ergänzt; Desktop-Layout bleibt erhalten [tool: code edit].
5. Command Center mobil optimiert — KPI Cards kompakter gemacht, responsive Umbruch/Padding/Header-Größen angepasst, Werte schneiden mobil nicht ab [tool: code edit].
6. Budgetstatus Mobile Cards umgesetzt — Kategorie-Cards statt breiter Tabelle mit Kategorie, Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status [tool: code edit].
7. Desktop-Budgetstatus erhalten — Desktop-Tabelle bleibt sichtbar/weiter nutzbar; Mobile nutzt Cards [tool: code edit].
8. Budgetstatus-Formatierung abgesichert — keine langen Decimal-Werte, Beträge mit 2 Dezimalstellen, keine technischen IDs in Mobile Cards [tool: code edit/tests].
9. Effektive-Ausgaben-Mobile-Ansicht umgesetzt — Card-Liste mit Datum, Beschreibung/Händler, Kategorie, Konto, Betrag prominent und Status [tool: code edit].
10. Effektive-Ausgaben-Roadmap-Hinweis ergänzt — „Beleg erfassen und Foto-Import: später.“ als Coming-soon-Hinweis, nicht als Fake-Button [tool: code edit].
11. Einkünfte mobil nutzbar gemacht — Mobile Card-Ansicht für Einkünfte-Pläne mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status und Archivieren-Aktion wenn aktiv [tool: code edit].
12. Crypto mobil nutzbar gemacht — Coin-Liste als Mobile Cards, Desktop-Tabelle ab `md`, Detail Drawer bleibt nutzbar [tool: code edit].
13. Aktien/ETF/Cash mobil nutzbar gemacht — Aktien/ETF-Positionen als Mobile Cards ergänzt; Cash kompakt belassen; Status/Detail-Nutzung mobil verbessert [tool: code edit].
14. Wallets mobil nutzbar gemacht — Wallet-Liste als Cards ergänzt [tool: code edit].
15. Große Tabellen mobil entschärft — relevante Tabellen werden auf Mobile durch Card Lists ersetzt oder erst ab `md`/Desktop angezeigt [tool: code edit].
16. `DetailDrawer` mobil verbessert — auf Mobile Bottom-Sheet/fullscreen-artiges Panel mit besser erreichbarem Schließen-Button [tool: code edit].
17. Touch-Bedienbarkeit verbessert — wichtige Mobile Buttons/Cards mit größeren Touch-Flächen; keine Hover-only Mobile-Flows [tool: code edit].
18. Neue/aktualisierte Frontend-Tests ergänzt — prüfen mobile Navigation, Desktop Sidebar, Mobile Shell, Budgetstatus Cards, Effektive-Ausgaben Cards, Crypto Cards, Equity Cards, Dezimalformatierung und technische-ID-Vermeidung [tool: test/code edit].
19. Frontend Vitest ausgeführt — Ergebnis: `31 passed` [tool: terminal].
20. Frontend Build ausgeführt — Ergebnis: OK [tool: terminal].
21. Python compile ausgeführt — Ergebnis: OK [tool: terminal].
22. Backend pytest ausgeführt — Ergebnis: `393 passed` [tool: terminal].
23. `git diff --check` ausgeführt — Ergebnis: OK [tool: terminal].
24. Source Secret Scan ausgeführt — Ergebnis: OK; keine Secrets gefunden/preserviert [tool: terminal].
25. Frontend Build Secret Scan ausgeführt — Ergebnis: OK [tool: terminal].
26. Git-Safety geprüft — Ergebnis: OK [tool: terminal].
27. Browser-/Route-Sanity durchgeführt — Routen `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200` [tool: browser/terminal].
28. Einschränkung bei echtem iPhone-Viewport-Test dokumentiert — Browser-Stack hatte keinen Viewport-Resize/Device-Emulation-Hebel; Playwright/Selenium lokal nicht installiert; Absicherung daher über responsive Klassen und Vitest-Assertions [tool: inspection].
29. Dashboard aus aktuellem Working Tree neu gestartet — Backend und Frontend neu gestartet [tool: terminal].
30. Healthchecks durchgeführt — Backend `/api/health`: `200`; Frontend lokal: `200`; Frontend via Tailscale-IP: `200` [tool: terminal].
31. Commit erstellt — Commit Message: `feat: improve mobile dashboard ux`; Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00` [tool: git].
32. Push durchgeführt und Remote-Hash verifiziert — Remote Hash entspricht lokalem Commit `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`; Push erfolgreich [tool: git].
33. Finaler Restart aus gepushtem Stand durchgeführt — Backend PID `504937`, Frontend PID `504946` [tool: terminal].
34. Abschlussbericht geliefert — Ja/Nein-Status für alle geforderten Mobile-UX-Bereiche, Tests, Git-Safety, Commit/Push, Links und offene Grenzen gemeldet [tool: response].

## Active State
- Working directory: nicht explizit im neuen Kontext genannt.
- Branch: `feat/budget-phase-1-4`.
- Working Tree: sauber.
- Letzter Commit: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.
- Commit Message: `feat: improve mobile dashboard ux`.
- Push-Status: erfolgreich; Remote-Hash Match: ja.
- Backend läuft neu gestartet mit PID `504937`.
- Frontend läuft neu gestartet mit PID `504946`.
- Lokales Backend: `http://127.0.0.1:8000`.
- Lokales Frontend: `http://127.0.0.1:5173`.
- Tailscale Dashboard: `http://100.85.29.67:5173`.
- Tailscale Serve/HTTPS: nicht aktiv; Meldung: `No serve config`.
- Healthchecks:
  - Backend `/api/health`: `200`.
  - Frontend lokal: `200`.
  - Frontend via Tailscale-IP: `200`.
- Teststatus:
  - Backend pytest: `393 passed`.
  - Frontend Vitest: `31 passed`.
  - Frontend build: OK.
  - Python compile: OK.
  - `git diff --check`: OK.
  - Source Secret Scan: OK.
  - Frontend Build Secret Scan: OK.
  - Git-Safety: OK.
- Modified/created files: konkrete Dateiliste wurde im sichtbaren Verlauf nicht genannt; Änderungen betreffen Vue Layout-/Navigations-/Dashboard-/Budget-/Expense-/Income-/Crypto-/Equity-/Wallet-/DetailDrawer-Komponenten und zugehörige Frontend-Tests.

## In Progress
Keine laufende Arbeit. Vue Mobile UX Sprint v1 wurde abgeschlossen, getestet, committed, gepusht und neu gestartet.

## Blocked
- Kein echter iPhone-Safari-/390px-Viewport-Test mit Playwright/Selenium möglich, weil Playwright/Selenium lokal nicht installiert sind und der verfügbare Browser-Stack keinen Viewport-Resize-/Device-Emulation-Hebel bot.
- Tailscale Serve/HTTPS ist nicht aktiv; Status/Meldung: `No serve config`.
- Keine funktionalen Blocker für die ausgelieferte Mobile UX bekannt.

## Key Decisions
- Mobile Navigation als Bottom Navigation plus leichtgewichtiges `details`-Mehr-Menü umgesetzt, statt komplexes Drawer-System: pragmatisch, robust und ausreichend für unterwegs.
- Desktop-Sidebar beibehalten, um vorhandenes Desktop-Verhalten nicht zu brechen.
- Mobile Quick-View priorisiert statt Desktop-Tabellen 1:1 auf iPhone zu pressen.
- Große Tabellen mobil durch Card Lists ersetzt; Desktop-Tabellen bleiben ab passenden Breakpoints erhalten.
- Keine neuen Fachmodule/Provider/Import-Engines implementiert, um Scope und Sicherheitsvorgaben einzuhalten.
- Keine Fake-Buttons für OCR/Foto/Beleg-Erfassung; stattdessen Coming-soon-Hinweis.
- Echten Viewport-Test nicht durch neue Testdependency ersetzt; stattdessen responsive Klassen + Vitest-Assertions + reale Route-Sanity verwendet, um keine unnötigen Dependencies einzuführen.
- Detail Drawer mobil als Bottom Sheet/fullscreen-artiges Panel verbessert, weil Touch-Bedienbarkeit und Sichtbarkeit auf iPhone wichtiger sind als Desktop-ähnliche Side Panels.

## Resolved Questions
- Mobile Navigation umgesetzt? Ja: Bottom Navigation mit Home, Budget, Ausgaben, Crypto, Portfolio, Mehr; Mehr enthält Reports, Wallets, Einkünfte, Kategorien, Aktien/ETF & Cash.
- Command Center mobil nutzbar? Ja: kompaktere KPI Cards, reduzierte Header/Padding, saubere Wertumbrüche.
- Budgetstatus mobil als Cards? Ja: Kategorie-Cards mit Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status.
- Effektive Ausgaben mobil nutzbar? Ja: Card-Liste mit Datum, Händler/Beschreibung, Kategorie, Konto, Betrag und Status; Coming-soon-Hinweis für Beleg/Foto.
- Einkünfte mobil nutzbar? Ja: Cards mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status.
- Crypto mobil nutzbar? Ja: Coin Cards, kompakte Liste, Details nutzbar.
- Aktien/ETF/Cash mobil nutzbar? Ja: Positionen als Cards, Cash kompakt, Detail Drawer verbessert.
- Wallets mobil nutzbar? Ja: Wallet Cards.
- Tabellen mobil entschärft? Ja: Mobile Card Lists oder Desktop-only Tabellen.
- Tailscale-Link funktioniert? Ja: `http://100.85.29.67:5173` liefert `200`.
- Backend neu gestartet? Ja, PID `504937`.
- Frontend neu gestartet? Ja, PID `504946`.
- Commit/Push erledigt? Ja, Commit/Remote Hash `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.
- Wurden VISA/Migros/OCR/Rule/Duplicate/neue Provider implementiert oder gestartet? Nein.

## Pending User Asks
None.

## Relevant Files
- Konkrete Pfade wurden im sichtbaren Verlauf nicht ausgegeben.
- Relevante geänderte Bereiche:
  - Vue App Layout / Shell: Mobile Padding, Bottom Navigation, Desktop Sidebar-Erhalt.
  - Mobile Navigation-Komponenten: Hauptpunkte und Mehr-Menü.
  - Command Center Dashboard-Komponenten: responsive KPI Cards.
  - Budgetstatus-Komponenten: Desktop-Tabelle plus Mobile Category Cards.
  - Effektive-Ausgaben-Komponenten: Mobile Expense Cards und Coming-soon-Hinweis.
  - Einkünfte-Komponenten: Mobile Income Plan Cards.
  - Crypto-Komponenten: Mobile Coin Cards, Desktop-Tabelle ab `md`.
  - Equity/Aktien-ETF-Cash-Komponenten: Mobile Position Cards.
  - Wallet-Komponenten: Mobile Wallet Cards.
  - `DetailDrawer`-ähnliche Komponente: Mobile Bottom-Sheet/fullscreen-artiges Verhalten.
  - Frontend-Testdateien: Vitest-Abdeckung für Mobile Navigation, Cards, Layout, Dezimalformatierung und technische-ID-Vermeidung.

## Remaining Work
- Optional bei späterem Bedarf: echten iPhone/iPad-Viewport-Test mit Playwright/Selenium oder Safari Remote Debugging nachrüsten.
- Optional: Tailscale Serve/HTTPS konfigurieren, falls HTTPS-Link gewünscht ist; aktuell nur Tailscale-IP per HTTP gemeldet.
- Reports bleiben minimal/roadmap-artig.
- Settings/Admin bleiben nicht Teil des Mobile User Mode; später separat entscheiden.
- Keine offenen Pflichtaufgaben aus dem Mobile UX Sprint v1.

## Critical Context
- User hatte Credentials/Secrets im weiteren Session-Kontext erwähnt/vorhanden; keine Werte übernehmen oder ausgeben. Falls relevant immer als `[REDACTED]` behandeln.
- Branch: `feat/budget-phase-1-4`.
- Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.
- Commit Message: `feat: improve mobile dashboard ux`.
- Lokaler Frontend-Link: `http://127.0.0.1:5173`.
- Lokaler Backend-Link: `http://127.0.0.1:8000`.
- Tailscale Dashboard-Link: `http://100.85.29.67:5173`.
- Tailscale Serve/HTTPS-Status: `No serve config`.
- Backend PID nach Restart: `504937`.
- Frontend PID nach Restart: `504946`.
- Testausgaben:
  - Backend pytest: `393 passed`.
  - Frontend Vitest: `31 passed`.
  - Route-Sanity: `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200`.
- Nicht gestartete/nicht implementierte Module: VISA Import, Migros Import, OCR/Vision, Rule Engine, Duplicate Engine, Analysten, Backtest, neue Provider.
- Bekannte Grenze: kein echter emulierter iPhone-Viewport-Test, weil Playwright/Selenium nicht installiert und Browser-Stack ohne Viewport-Resize-Hebel.


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
Summary generation was unavailable. 77 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.

--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
Summary generation was unavailable. 247 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.

--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---


[search_files] files search for '*SystemControls*' in /home/agent/.hermes/repos/FinanceManager -> 2 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.vue from line 1 (4,347 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/system.ts from line 1 (1,130 chars)


[search_files] files search for '*system*' in /home/agent/.hermes/repos/FinanceManager/src -> 6 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/system_ops.py from line 1 (6,792 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/system.py from line 1 (1,220 chars)


[search_files] files search for 'restart*.sh' in /home/agent/.hermes/repos/FinanceManager/scripts -> 4 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/restart_dashboard.sh from line 1 (293 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/restart_vue_dashboard.sh from line 1 (381 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/stop_vue_dashboard.sh from line 1 (2,675 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/start_vue_dashboard.sh from line 1 (7,661 chars)


terminal

set -e
printf '== call restart dashboard ==\n'
curl -fsS -X POST http://127.0.0.1:8000/api/system/restart-dashboard | python -m json.tool
printf '\n== wait and check ==\n'
for i in $(seq 1 30); do
  b...[truncated]

Explanation:
**Figuring out repair steps**

I need to use a terminal curl POST command locally to replicate the issue, which might include restarting the system. The user is asking for a final repair, so I should identify the logs after the restart. I think I’ll call for the restart_dashboard afterward. However, I have to consider that this might disrupt the currently tracked process. But I’m confident using curl will help me move forward!


[terminal] ran `set -e
printf '== call restart dashboard ==\n'
curl -fsS -X POST http://127.0...` -> exit 0, 1 lines output


ls -l scripts/restart_dashboard.sh scripts/restart_vue_dashboard.sh scripts/stop_vue_dashboard.sh scripts/start_vue_dashboard.sh
printf '\nops last:\n'; tail -10 /home/agent/jarvis_runtime/finance-system/logs/ops_actions.jsonl || true
printf '\nps tree pids:\n'; ps -fp 777398,777416,777439,772034,772011,738508 2>/dev/null || true
printf '\nfuser:\n'; fuser -n tcp 8000 5173 2>/dev/null || true


[terminal] ran `ls -l scripts/restart_dashboard.sh scripts/restart_vue_dashboard.sh scripts/s...` -> exit 0, 1 lines output


ps -fp 784577,784620 || true
ss -ltnp | grep -E ':8000|:5173' || true
cat /home/agent/jarvis_runtime/finance-system/logs/finance_backend.pid /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.pid 2>/dev/null || true
tail -40 /home/agent/jarvis_runtime/finance-system/logs/finance_backend.log; echo ---; tail -60 /home/agent/jarvis_runtime/finance-system/logs/finance_frontend.log

Explanation:
**Inspecting process IDs**

I'm noticing that the process IDs have changed to 784577 and 784620 after using fuser, but I wonder if the previous state was stale due to timing. It seems like I need to take a closer look at this situation to understand what's happening. There might be more going on here than meets the eye, and I want to make sure I inspect everything thoroughly. It’s all about getting to the bottom of it!


[terminal] ran `ps -fp 784577,784620 || true
ss -ltnp | grep -E ':8000|:5173' || true
cat /ho...` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/restart_backend.sh from line 1 (1,782 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/scripts/restart_frontend.sh from line 1 (2,695 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.test.ts from line 1 (2,923 chars)


from __future__ import annotations

from pathlib import Path
from unittest.mock import patch

from jarvis_finance.services.system_ops import restart_system_component

def _make_repo(tmp_path: Path) -...[truncated]

Explanation:
**Implementing async for restarts**

I'm thinking about making all restart actions asynchronous, except for the frontend, which can sync but might be safer as async. The API should return scheduled statuses, and the UI could poll for job status instead of needing immediate results. There might be a bug when restarting the backend since it kills the backend before the response comes through. I want to add a wait loop in the frontend for the dashboard to handle this gracefully and set a timeout to reload after a brief delay.
**Improving server-side dashboard functionality**

I'm noticing that the server-side dashboard isn't logging statuses properly after execution, only relying on script logs. Maybe I should create a worker wrapper for better logging. Additionally, I could improve the scripts to kill entire process groups, which would prevent old child processes from lingering. I'm planning to set up tests to ensure the backend restart is scheduled correctly and to address issues with API reloads after a restart. Finally, implementing better logging for stdout/stderr could help catch errors more effectively!
**Addressing script execution timing**

I'm thinking about how Popen starts the script immediately, but the API response might return before the script completes. To avoid any race conditions, I could implement a detached wrapper that sleeps for a second before executing the script. Using a command like `bash -lc "sleep 1; exec script"` seems like a good idea. I’ll also make sure to include logging to track actions. This should help ensure the dashboard resolves correctly and returns before the kill needs to happen. Testing this is definitely a must!


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


[terminal] ran `PYTHONPATH=src pytest tests/unit/test_system_ops_restart_remote.py -q` -> exit 1, 1 lines output


patch

    if action == "dashboard":
        # The dashboard restart is triggered by the backend itself. Running it
        # synchronously would kill the FastAPI process before the HTTP response
        # i...[truncated]

    # Restart requests are served by the backend that may itself be stopped by
    # the restart script. Running those scripts synchronously makes the browser
    # see a network error before the HTTP...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/system_ops.py (3,263 chars result)


[terminal] ran `PYTHONPATH=src pytest tests/unit/test_system_ops_restart_remote.py -q` -> exit 1, 3 lines output


assert "sleep 1" in popen_calls[0][0][0][3]

assert "sleep 1" in popen_calls[0][0][0][2]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_system_ops_restart_remote.py (667 chars result)


    if (result.status === 'ok' || result.status === 'scheduled') {
      message.value = result.message || 'Restart angestoßen.'
      if (target === 'dashboard' || target === 'frontend') window.setTi...[truncated]

    if (result.status === 'ok') message.value = result.message || 'Restart angestoßen.'
    else error.value = result.message || result.error || 'Restart fehlgeschlagen.'
    await load()


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.vue (1,195 chars result)


async function waitForStatus(target: 'backend' | 'frontend' | 'dashboard') {
  for (let attempt = 0; attempt < 12; attempt += 1) {
    try {
      await new Promise((resolve) => window.setTimeout(reso...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.vue (1,324 chars result)


if (target === 'dashboard') window.setTimeout(() => window.location.reload(), 7000)

if (target === 'dashboard' || target === 'frontend') window.setTimeout(() => window.location.reload(), 7000)

Explanation:
**Adjusting test timers**

I need to look into the SystemControls tests, which currently wait for real timers and hang. I should consider using fake timers or mocking `setTimeout`. The frontend restart calls `waitForStatus` with a `setTimeout`, so my plan is to update the tests accordingly. I can potentially use `vi.useFakeTimers` for that.

However, mocking `window.location.reload` may be tricky, as it seems hard to implement. It might be better to just reload the dashboard for my tests instead of the frontend.


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.vue (1,020 chars result)


    vi.mocked(restartDashboard).mockResolvedValue({ status: 'scheduled', action: 'restart_dashboard', started_at: 'now', message: 'Dashboard-Restart wurde gestartet.' } as any)
    vi.spyOn(window, 'c...[truncated]

    vi.mocked(restartDashboard).mockResolvedValue({ status: 'ok', action: 'restart_dashboard', started_at: 'now', message: 'Restart angestoßen.' } as any)
    vi.spyOn(window, 'confirm').mockReturnVal...[truncated]

Explanation:
**Considering test adjustments**

I need to think about the current test setup, which is using a 1.2-second `setTimeout` in a promise. It might be a good idea to patch the test with fake timers or use an immediate `setTimeout` instead. Since there's no page reload for the frontend, using an immediate `setTimeout` could work well here. I want to ensure the tests run smoothly without unnecessary delays!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.test.ts (1,374 chars result)


    vi.spyOn(window, 'setTimeout').mockImplementation((callback: TimerHandler, timeout?: number) => {
      if (typeof callback === 'function' && timeout !== 7000) callback()
      return 1 as unknown...[truncated]

    vi.spyOn(window, 'setTimeout').mockImplementation((callback: TimerHandler) => {
      if (typeof callback === 'function') callback()
      return 1 as unknown as number
    })

Explanation:
**Considering test dashboard issues**

I need to check if I should add a test dashboard for something that’s been scheduled. The existing setup only restarts the frontend. If I do an immediate setTimeout, I might run into a jsdom navigation error, which complicates things. The user is facing a specific bug. I wonder if I can inspect for errors or if using vi.spyOn for window location.reload would work. There’s also the need to consider timing with a 7000 delay for the dashboard. So, I’ll need to think about the implementation carefully and add a delay parameter.


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.test.ts (1,222 chars result)


  it('accepts scheduled dashboard restart from remote clients without showing an error', async () => {
    const wrapper = mount(SystemControls)
    await flushPromises()
    await wrapper.get('[data-...[truncated]


Found 5 matches for old_string. Provide more context to make it unique, or use replace_all=True.


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.test.ts from line 1 (3,195 chars)


  it('requires confirmation, calls fixed restart API and reloads status', async () => {
    const wrapper = mount(SystemControls)
    await flushPromises()
    await wrapper.get('[data-test="system-co...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SystemControls.test.ts (1,197 chars result)


terminal

PYTHONPATH=src pytest tests/unit/test_system_ops_restart_remote.py -q && cd frontend && npm test -- --run src/components/SystemControls.test.ts

Explanation:
**Testing TimerHandler type**

I’m considering whether I need to look into TypeScript's TimerHandler type. The test line uses type from the DOM, which seems straightforward, but I should confirm it works as expected. I’ll run some tests to make sure everything functions correctly! It’s always good to double-check that everything aligns with TypeScript's typing requirements. I'll just go ahead and execute those tests. Let's see how it goes!


[terminal] ran `PYTHONPATH=src pytest tests/unit/test_system_ops_restart_remote.py -q && cd f...` -> exit 0, 1 lines output


todo

Ist-Zustand Ports/Prozesse/Tailscale/Restart-Funktion reproduzieren und Root Cause isolieren

Restart-Funktion robust reparieren mit Tests/Safety

Backend/Frontend final neu starten und Tailscale-Erreichbarkeit verifizieren

Explanation:
**Verifying backend code**

I need to confirm if a restart of the backend is required for the new code to load. It looks like the current backend is using old code. I'm considering starting manually from the current script, but I feel like I should run full tests first. I definitely want to use the API after the backend is restarted, and I really want to ensure that the restart process is robust. So, running tests and building may be my first step.


[todo] updated task list


terminal

python -m compileall -q src tests && PYTHONPATH=src pytest -q && cd frontend && npm test -- --run && npm run build


[terminal] ran `python -m compileall -q src tests && PYTHONPATH=src pytest -q && cd frontend ...` -> exit 1, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_system_ops_controls_v1.py from line 1 (3,795 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_runtime_scripts.py from line 1 (3,881 chars)


patch

    assert result["status"] == "scheduled"
    assert result["action"] == "restart_frontend"
    assert result["message"]
    assert result["script"] == "scripts/restart_frontend.sh"
    assert result...[truncated]

    assert result["status"] == "ok"
    assert result["action"] == "restart_frontend"
    assert result["message"]
    assert result["script"] == "scripts/restart_frontend.sh"
    assert "restarted fr...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_system_ops_controls_v1.py (932 chars result)


def test_restart_schedules_worker_without_returning_long_logs(tmp_path: Path) -> None:
    runtime = tmp_path / "runtime"
    repo = tmp_path / "repo"
    scripts = repo / "scripts"
    scripts.mkdir(...[truncated]

def test_restart_reports_script_failure_without_returning_long_logs(tmp_path: Path) -> None:
    runtime = tmp_path / "runtime"
    repo = tmp_path / "repo"
    scripts = repo / "scripts"
    scripts....[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_system_ops_controls_v1.py (1,218 chars result)


    assert 'Restart requests are served by the backend' in source
    assert 'subprocess.Popen' in source
    assert 'sleep 1; exec' in source
    assert 'start_new_session=True' in source
    assert ...[truncated]

    assert 'if action == "dashboard"' in source
    assert 'subprocess.Popen' in source
    assert 'start_new_session=True' in source
    assert 'status": "scheduled"' in source


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_runtime_scripts.py (824 chars result)


Explanation:
**Evaluating test scripts**

I see I've spawned potential test scripts in the temporary folder using sleep and exec commands. So far, it doesn't seem too bad. However, I'm wondering if there are lingering issues after the test. No, it looks like I should just run the entire test again to ensure everything is functioning as it should. It's probably best to double-check everything to avoid any unexpected surprises later on.


[terminal] ran `python -m compileall -q src tests && PYTHONPATH=src pytest -q && cd frontend ...` -> exit 0, 1 lines output


Explanation:
**Planning deployment restart**

I need to deploy a final restart using the current code. It seems the backend is still older, so I wonder if we need to run the script first before the code change. To ensure we're using the latest version, I should call `scripts/restart_vue_dashboard.sh` from the terminal in the foreground. After that, I can test the API dashboard restart remotely. First, I’ll try the script directly to see if it works!


[terminal] ran `JARVIS_FINANCE_RUNTIME_DIR=/home/agent/jarvis_runtime/finance-system BACKEND_...` -> exit 0, 1 lines output


terminal

set -e
printf '== API dashboard restart self-test ==\n'
curl -fsS -X POST http://127.0.0.1:8000/api/system/restart-dashboard | python -m json.tool
printf '\n== wait health ==\n'
for i in $(seq 1 45); ...[truncated]


[terminal] ran `set -e
printf '== API dashboard restart self-test ==\n'
curl -fsS -X POST htt...` -> exit 0, 1 lines output


[browser_navigate] http://100.85.29.67:5173 (6,405 chars)


[browser_snapshot] (6,842 chars)


set -e
python - <<'PY'
from pathlib import Path
import re
root=Path('.')
patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'), re.compile(r'ghp_[A-Za-z0-9_]+'), re.compile(r'sk-[A-Za-z0-9_-]{20,}'), re.c...[truncated]

Explanation:
**Verifying connection and security**

I’m considering confirming the connection issue with the remote PC, possibly using browser_click for verification. I want to avoid invoking the UI again since I’ve tested the API. I know I need to conduct security scans and commit pushes safely. It’s interesting that the remote PC has a Tailscale IP, and I should verify if it works locally. I could use curl with the Tailscale interface for tests. Overall, I have a solid plan!


Output:
Source Secret Scan OK (intentional fixture excluded)
Frontend Build Secret Scan OK
Git-Safety OK


[terminal] ran `git status --short && git diff --stat` -> exit 0, 1 lines output


git add frontend/src/components/SystemControls.test.ts frontend/src/components/SystemControls.vue src/jarvis_finance/services/system_ops.py tests/unit/test_system_ops_controls_v1.py tests/unit/test_vue_dashboard_runtime_scripts.py tests/unit/test_system_ops_restart_remote.py && git commit -m "fix: make dashboard restarts remote-safe"


[terminal] ran `git add frontend/src/components/SystemControls.test.ts frontend/src/component...` -> exit 0, 1 lines output


set -euo pipefail
TOKEN=$(python - <<'PY'
import csv
from pathlib import Path
p=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')
for row in csv.reader(p.open(n...[truncated]


Output: pushed 88a2c005d53b943b6b1f1c1f80eb177a819e59b1


git status --short
printf '\nhealth final\n'
for u in http://127.0.0.1:8000/api/health http://127.0.0.1:5173 http://100.85.29.67:5173 http://100.85.29.67:8000/api/health; do echo "$u"; curl -fsS --max-time 5 "$u" >/dev/null && echo OK || echo FAIL; done
printf '\nstatus api\n'; curl -fsS http://127.0.0.1:8000/api/system/status | python -m json.tool | sed -n '1,80p'


[terminal] ran `git status --short
printf '\nhealth final\n'
for u in http://127.0.0.1:8000/a...` -> exit 0, 1 lines output


todo

Tests/Build/Git-Safety/Commit/Push und Abschlussbericht


[todo] updated task list


Erledigt, Sir. Das Dashboard ist wieder erreichbar und die **„Backend und Frontend neu starten“**-Funktion ist final repariert.

## Ursache

Die Restart-Funktion war für Remote/Tailscale fragil:

- Der Restart wurde vom Backend selbst ausgelöst.
- Bei Backend/Dashboard-Restart konnte der Prozess beendet werden, bevor die HTTP-Antwort sauber beim Browser ankam.
- Die UI behandelte `scheduled` als Fehler, obwohl der Restart korrekt angestoßen war.
- Der Browser vom Remote-PC sah dadurch leicht „nicht erreichbar“ / Fehlerzustände, obwohl der Restart im Hintergrund lief. Sehr elegant — wie ein Feueralarm, der das Gebäude abschließt.

## Reparatur

Umgesetzt:

- Alle Restart-Aktionen laufen jetzt **detached/asynchron**.
- Vor dem eigentlichen Kill/Restart gibt es einen kurzen Delay, damit der Remote-Browser die API-Antwort sicher erhält.
- Restart-Worker schreibt eigenes Log:
  - `/home/agent/jarvis_runtime/finance-system/logs/restart_dashboard.log`
  - analog für Backend/Frontend
- UI akzeptiert jetzt `scheduled` als erfolgreichen Start des Restarts.
- UI wartet/pollt danach den Systemstatus.
- Bei Dashboard-Restart wird danach automatisch neu geladen.
- Tests ergänzt für remote-safe Restart-Verhalten.

## Finaler Live-Test

Ich habe den Dashboard-Restart über die API wirklich ausgelöst und verifiziert.

Restart-Antwort:

- Status: `scheduled`
- Worker gestartet: ja
- Log: `/home/agent/jarvis_runtime/finance-system/logs/restart_dashboard.log`

Während Restart:

- Backend/Frontend waren kurz offline, dann wieder online.
- Danach final erreichbar:

Links:

- Lokal Frontend: `http://127.0.0.1:5173`
- Tailscale Frontend: `http://100.85.29.67:5173`
- Lokal Backend Health: `http://127.0.0.1:8000/api/health`
- Tailscale Backend Health: `http://100.85.29.67:8000/api/health`

Finaler Healthcheck:

- Backend lokal: OK
- Frontend lokal: OK
- Frontend über Tailscale: OK
- Backend über Tailscale: OK
- Browser über Tailscale geladen: OK
- JS-Fehler: keine

## Tests / Build / Safety

- Python compile: OK
- Backend pytest: `565 passed`
- Frontend tests: `38 passed`, `119 passed`
- Frontend build: OK
- Source Secret Scan: OK
- Frontend Build Secret Scan: OK
- Git-Safety: OK
- `git diff --check`: OK

## Git

- Commit: `88a2c005d53b943b6b1f1c1f80eb177a819e59b1`
- Message: `fix: make dashboard restarts remote-safe`
- Push: erfolgreich
- Remote-Hash: verifiziert
- Working tree: sauber

## Status jetzt

Das Dashboard ist aktuell erreichbar unter:

`http://100.85.29.67:5173`

Die Remote-Neustart-Funktion ist jetzt robust genug, dass der Browser nicht mehr durch den eigenen Restart-Schuss ins Knie fällt.

Explanation:
**Finalizing the documentation**

I need to create a final concise summary that discusses the root cause of the issue. I’ll make sure to mention how it was fixed and include any relevant links and tests that were conducted. However, I won't specify any amounts to keep it straightforward and focused on the main points. I’m just making sure everything is clear and easy to understand for anyone who reads it!


[M G] [IMPORTANT: Background process proc_c78938cc3560 matched watch pattern "Local:".
Command: npm run dev -- --host 0.0.0.0 --port 5173
Matched output:
  ➜  Local:   http://localhost:5173/]


Zur Kenntnis genommen, Sir.

Frontend/Vite läuft:

- Prozess: `proc_c78938cc3560`
- Adresse lokal: `http://localhost:5173/`
- Host: `0.0.0.0`
- Port: `5173`

Nach dem Fix ist zusätzlich relevant und bereits geprüft:

- Tailscale Frontend: `http://100.85.29.67:5173`
- Status zuletzt: erreichbar / OK.


[M G] Bitte ergänze den aktuellen Review-/Import-Workflow um eine klare Behandlung interner Kontoüberträge.
Konkretes Beispiel:
Datum: 2026-01-26
Quelle: raiffeisen_bank
Datei: 260518_Konto_Raiffeisen_20260518085941.csv
Beschreibung: Einkauf TWINT SWISSLOS E-COMMERCE
Betrag: 100 CHF
aktueller Status: expense / bank_review / bank_payment_unclear
Von Konto: Raiffeisen
Zu Konto: —
Gegenbuchung gefunden: nein/noch nicht verknüpft
Fachliche Korrektur:
Diese Buchung ist ein Kontoübertrag vom Raiffeisenkonto zum AKB Haushaltskonto. Sie darf nicht als Ausgabe gelten und darf auf der Gegenseite nicht als Einkommen gewertet werden.
Budget Internal Transfer Recognition Hotfix
Ziel:
Interne Überträge zwischen eigenen Konten sollen automatisch als Transfer-Kandidaten erkannt und klar im UI dargestellt werden. Sie dürfen nicht als Ausgabe oder Einkommen im Budget erscheinen.
1. Transfer-Regel ergänzen
Bitte für Bankkandidaten folgende Logik ergänzen:
Wenn eine Buchung anhand Beschreibung, Konto, Betrag oder Nutzerregel als interner Kontoübertrag erkannt wird:
classification = transfer_candidate
transaction_type = transfer
status = needs_review oder transfer_candidate
category = keine Ausgabenkategorie
budget impact = neutral
income/expense impact = 0
candidate darf nicht in normalen Ausgaben-Confirm laufen
candidate erscheint im Tab Interne Transfers
2. Konkrete Regel für dieses Muster
Bitte folgende Muster als möglichen Transfer behandeln:
Beschreibung enthält Einkauf TWINT SWISSLOS E-COMMERCE
Quelle/Konto: Raiffeisen
Zielkonto-Vorschlag: AKB Haushaltskonto
Betrag/Vorzeichen: Belastung auf Raiffeisen
Kandidatentyp: transfer_candidate
Wichtig:
Der Text ist irreführend, aber fachlich ist es ein Kontoübertrag. Bitte keine Ausgabe daraus machen.
3. User-Regel / Alias speichern
Bitte diese Entscheidung als wiederverwendbare Regel speichern:
Regelname:
Raiffeisen TWINT Swisslos → AKB Haushaltskonto Transfer
Bedingung:
source/account_source enthält Raiffeisen
description enthält TWINT SWISSLOS oder SWISSLOS E-COMMERCE
Jahr 2026 und zukünftige Jahre
optional Betrag nicht als Kriterium erzwingen, damit spätere Überträge ebenfalls erkannt werden
Aktion:
classify as transfer_candidate
from_account = Raiffeisen
to_account = AKB Haushaltskonto
budget_impact = neutral
requires_review = true, falls Gegenbuchung noch nicht gefunden wurde
4. Gegenbuchung / Matching verbessern
Bitte versuchen, die Gegenbuchung im AKB Haushaltskonto zu finden:
Matching-Kriterien:
Betrag gleich oder sehr ähnlich
Datum ± 3 Tage
eine Seite Belastung, andere Seite Gutschrift
Beschreibung enthält Swisslos / TWINT / Raiffeisen / Übertrag / Marcel / Melanie / eigenes Konto
Kontenpaar Raiffeisen ↔ AKB Haushaltskonto
Wenn Gegenbuchung gefunden:
transfer_pair_status = matched
beide Kandidaten verknüpfen
Confirm erzeugt einen internen Transfer
keine Einnahme/Ausgabe
Wenn Gegenbuchung nicht gefunden:
transfer_pair_status = unmatched
trotzdem als transfer_candidate anzeigen
UI-Hinweis:
Vermutlich interner Kontoübertrag. Gegenbuchung im AKB-Konto noch nicht gefunden.
User kann Zielkonto manuell setzen und später bestätigen.
5. UI-Anpassung in Buchungen prüfen
Auf der Review-Seite soll dieser Kandidat nicht unter normalen Ausgaben auftauchen.
Stattdessen:
Tab:
Interne Transfers
Anzeige:
Datum
Von Konto
Zielkonto-Vorschlag
Beschreibung
Betrag
Matching-Status:

Gegenbuchung gefunden
Gegenbuchung nicht gefunden
Aktion:

als Transfer bestätigen
Zielkonto ändern
zurück in Review
ignorieren
Nicht anzeigen als:
Ausgabe
Einkommen
Kategorie Review nötig
normale Budgetausgabe
6. Confirm-Flow
Beim Confirm eines transfer_candidate:
keine budget expense erzeugen
keine budget income erzeugen
interne Transfer-Buchung erzeugen
beide Kontostände entsprechend aktualisieren, wenn beide Konten vorhanden sind
falls nur eine Seite vorhanden ist:

einseitiger Transfer-Kandidat mit Zielkonto
Data-Quality-Hinweis counterparty_missing
Audit schreiben
7. Budgetstatus / Auswertung
Interne Transfers dürfen nicht erscheinen in:
Effektive Ausgaben
Effektive Einnahmen
Budgetstatus nach Kategorie
Budget vs Ist
Kategorieanalyse
Fixkosten
Sie dürfen erscheinen in:
Cash-Konten Verlauf
Transfers
Audit
ggf. Datenqualität
8. Bestehende Runtime korrigieren
Bitte bestehenden Kandidaten korrigieren:
2026-01-26
Raiffeisen
Einkauf TWINT SWISSLOS E-COMMERCE
aktuell expense / bank_review / bank_payment_unclear
Neu:
transfer_candidate
from_account = Raiffeisen
to_account = AKB Haushaltskonto
budget impact = neutral
nicht als expense confirmbar
Audit-Event schreiben
Keine echten Beträge im Bericht nennen.
9. Weitere ähnliche Fälle finden
Bitte nach ähnlichen Kandidaten suchen:
TWINT SWISSLOS
SWISSLOS E-COMMERCE
Übertrag Raiffeisen AKB
Kontoübertrag
eigene Konten
mögliche interne Transfers zwischen Raiffeisen und AKB
Nur Counts im Bericht, keine Beträge.
10. Tests
Bitte Tests ergänzen:
Swisslos/TWINT/Raiffeisen-Kandidat wird transfer_candidate
transfer_candidate erscheint nicht in Effektive Ausgaben
transfer_candidate erscheint nicht in Effektive Einnahmen
transfer_candidate erscheint im Tab Interne Transfers
Confirm erzeugt Transfer, keine Expense/Income
Budgetstatus bleibt unverändert
Gegenbuchung wird erkannt, wenn AKB-Kandidat vorhanden
unmatched Transfer bleibt reviewpflichtig
Audit wird geschrieben
Batch Confirm für Ausgaben überspringt transfer_candidate
11. Verifikation
Nach Umsetzung:
Python compile
pytest
npm test
npm run build
Source Secret Scan
Frontend Build Secret Scan
Git-Safety
git diff –check
Browser Sanity:

Buchungen prüfen
Interne Transfers
Effektive Ausgaben
Budgetstatus
Cash-Konten
Commit
Push
12. Abschlussbericht
Bitte berichten:
Swisslos/TWINT-Buchung korrigiert: ja/nein
Transferregel gespeichert: ja/nein
Gegenbuchung gesucht: ja/nein
Gegenbuchung gefunden: ja/nein
Anzahl ähnliche Kandidaten
Transfer-Kandidaten aus Ausgaben entfernt: ja/nein
Budgetstatus unverändert durch Transfer: ja/nein
Tests
Git-Safety
Commit-Hash
Push-Status
offene Grenzen
Wichtig:
Interne Kontoüberträge dürfen den Nutzer nicht verwirren. Sie müssen klar als Transfers erkennbar sein und dürfen niemals das Budget als Ausgabe oder Einkommen verfälschen.


Explanation:
**Inspecting finance tools**

I think I need to get to work on this finance task. First, I'll check if the necessary finance skills are loaded and ready to go. It feels like I might also need a more systematic approach, possibly even some debugging or test-driven development techniques to ensure everything functions as it should. Let's be thorough and inspect what's needed to make sure I'm on the right track!


[skill_view] name=finance-system-architecture (2,675 chars)


[skill_view] name=systematic-debugging (13,005 chars)


[skill_view] name=test-driven-development (10,920 chars)


Ist-Zustand/Schema/Transfer-Flows und konkrete Swisslos-Kandidaten analysieren; Runtime read-only

RED-Tests für Transfer-Erkennung, Tabs, Confirm-Safety, Auswertungs-Ausschluss schreiben

Backend Transfer-Regel/Matching/Confirm-Guard/Runtime-Korrektur mit Backup+Audit implementieren

Frontend Interne-Transfers-UI/Tab klar darstellen

Verifikation: Tests/Build/Secret/Git/Browser; Commit/Push

Abschlussbericht count-only ohne Beträge


terminal

set -e
git status --short
python - <<'PY'
import sqlite3, json
p='/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'
con=sqlite3.connect(p); con.row_factory=sqlite3.Row
for table in ['bud...[truncated]


[terminal] ran `set -e
git status --short
python - <<'PY'
import sqlite3, json
p='/home/agent...` -> exit 1, 1 lines output


python - <<'PY'
import sqlite3
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
q="""
select transaction_candidate_id, transaction_dat...[truncated]


[terminal] ran `python - <<'PY'
import sqlite3
con=sqlite3.connect('/home/agent/jarvis_runtim...` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 778 (28,810 chars)


python - <<'PY'
from pathlib import Path
for p in Path('src/jarvis_finance').rglob('*.py'):
 txt=p.read_text()
 if 'budget_transfers' in txt or 'confirm_budget_transaction' in txt:
  print(p)
  for i,l in enumerate(txt.splitlines(),1):
   if 'budget_transfers' in l or 'def confirm_budget_transaction' in l:
    print(i,l)
PY


[terminal] ran `python - <<'PY'
from pathlib import Path
for p in Path('src/jarvis_finance')....` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_transactions.py from line 1 (18,529 chars)


Explanation:
**Evaluating transfer details**

I need to ensure that transfers aren't excluded when filtering expenses and income. Using transaction_type on effective pages seems good. However, I should consider candidate columns that might lack counterparty fields; maybe encoding notes could help. The user is asking about fields, so I might add columns through migrations. For a quick fix, I could use notes in JSON for transfer metadata. Also, I need to test things and inspect the accounts table while considering account ID mapping.

python - <<'PY'
import sqlite3
con=sqlite3.connect('/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3'); con.row_factory=sqlite3.Row
for t in ['accounts','cash_accounts','cash_account_sna...[truncated]


python - <<'PY'
from pathlib import Path
p=Path('src/jarvis_finance/services/budget_imports.py')
for i,l in enumerate(p.read_text().splitlines(),1):
 if '_bank_candidate_decision' in l or 'bank_payment_unclear' in l or 'transfer_candidate' in l:
  print(i,l)
PY


[terminal] ran `python - <<'PY'
from pathlib import Path
p=Path('src/jarvis_finance/services/...` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 700 (8,710 chars)


python - <<'PY'
from pathlib import Path
for p in Path('tests/unit').glob('*.py'):
 txt=p.read_text()
 if any(s in txt for s in ['confirm_transaction_candidate','mark_candidate_type','list_transaction_candidates','seed_bank_transfer_candidates_from_rows','budget_transfers']):
  print(p)
PY


[terminal] ran `python - <<'PY'
from pathlib import Path
for p in Path('tests/unit').glob('*....` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_production_v2.py from line 1 (11,826 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py from line 150 (8,535 chars)


1|<template>
     2|

     3|
     4|
Ausgaben · Buchungen prüfen

     5|
Buchungen prüfen

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

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

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

{{ card.value }}

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

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

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

{{ err.error }}

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

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

{{ row[0] }}

{{ row[1] || '—' }}

    61|

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

    62|

Split erstellen

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

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

    63|    </Dialog>
    64|    <Dialog v-model:visible="duplicateOverrideVisible" modal header="Duplikat-Override mit Begründung" :style="{ width: 'min(640px, 96vw)' }">
    65|

    66|        <Message severity="warn" :closable="false">Warnung: Dieser Kandidat ist als Duplikat markiert. Normales Confirm ist blockiert. Override erzeugt bewusst eine produktive Buchung und schreibt Audit.</Message>
    67|
{{ duplicateOverrideCandidate.merchant || duplicateOverrideCandidate.description }}

    68|        <InputText v-model="duplicateOverrideReason" class="w-full" placeholder="Begründung für bewusste Doppelbuchung" data-test="duplicate-override-reason" />
    69|
<Button label="Abbrechen" severity="secondary" @click="duplicateOverrideCandidate=null; duplicateOverrideReason=''" /><Button label="Override final bestätigen" severity="warn" :disabled="duplicateOverrideReason.trim().length < 8" data-test="duplicate-override-confirm" @click="confirmDuplicateOverride" />

    70|

    71|    </Dialog>
    72|    <Dialog v-model:visible="batchDialogVisible" modal header="Auswahl bestätigen" :style="{ width: 'min(760px, 96vw)' }" data-test="bulk-confirm-dialog">
    73|

    74|

    75|

Kandidaten

{{ batchPreview.count }}

    76|

Blocker

{{ batchPreview.conflicts.length }}

    77|

Mögliche Duplikate

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

    78|

    79|

Kategorien

{{ name }}: {{ count }}

Quellen

{{ name }}: {{ count }}

    80|

Blocker & Warnungen

Keine Blocker. Confirm ist möglich.

{{ conflict.reason }}

    81|
<Button label="Abbrechen" severity="secondary" @click="batchDialogVisible=false" /><Button data-test="bulk-confirm-final" label="Final bestätigen" :disabled="!batchPreview.can_confirm" @click="confirmBatchPreview" />

    82|

    83|    </Dialog>
    84|

    85|</template>
    86|
   182|


Explanation:
**Considering implementation constraints**

I need to implement something with limited time, so that's adding some pressure. It's clear that I also need to conduct tests to ensure everything works properly. The types of APIs involved are crucial too, and I want to make sure I'm considering them adequately in my planning. Overall, it’s all about striking the right balance between time management and ensuring quality in the implementation process. Let's keep this organized!


  1100|        AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%digitec%'
  1101|    """
  1102|
  1103|
  1104|def preview_safe_auto_candidates(conn: Connection) -> dict[str, Any]:
  1105|    rows = conn.execute(
  1106|        f"""
  1107|        SELECT classification, COUNT(*) AS count
  1108|        FROM budget_transaction_candidates
  1109|        WHERE {_safe_auto_candidate_where()}
  1110|        GROUP BY classification
  1111|        ORDER BY classification
  1112|        """
  1113|    ).fetchall()
  1114|    total = sum(int(r["count"] or 0) for r in rows)
  1115|    return {
  1116|        "preview_id": new_id("preview"),
  1117|        "summary": f"{total} sichere Auto-Kandidaten bereit für Confirm",
  1118|        "count": total,
  1119|        "groups": [row_to_dict(r) for r in rows],
  1120|        "warnings": ["Preview only: Confirm benötigt Zielkonto und bucht nur sichere Kandidaten."],
  1121|    }
  1122|
  1123|
  1124|def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:
  1125|    if not account_id:
  1126|        raise HTTPException(status_code=422, detail="account_id required")
  1127|    allowed_rows = conn.execute(f"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {_safe_auto_candidate_where()}").fetchall()
  1128|    allowed_ids = {str(r["transaction_candidate_id"]) for r in allowed_rows}
  1129|    requested_ids = set(candidate_ids or allowed_ids)
  1130|    confirmed = skipped = 0
  1131|    for cid in sorted(requested_ids):
  1132|        if cid not in allowed_ids:
  1133|            skipped += 1
  1134|            continue
  1135|        confirm_transaction_candidate(conn, cid, {"account_id": account_id})
  1136|        confirmed += 1
  1137|    record_audit_event(conn, source="vue_dashboard", action="batch_confirm_safe_candidates", entity_type="budget_transaction_candidate", entity_id="batch", new_values={"confirmed_count": confirmed, "skipped_count": skipped}, created_by="user")
  1138|    conn.commit()
  1139|    return {"confirmed_count": confirmed, "skipped_count": skipped}
  1140|
  1141|
  1142|def candidate_user_count_summary(conn: Connection, *, budget_year: str = "2026") -> dict[str, int]:
  1143|    rows = conn.execute(
  1144|        """
  1145|        SELECT status, classification, requires_review, duplicate_of_transaction_id
  1146|        FROM budget_transaction_candidates
  1147|        WHERE substr(COALESCE(transaction_date,''),1,4)=?
  1148|        """,
  1149|        (budget_year,),
  1150|    ).fetchall()
  1151|    def count(pred):
  1152|        return sum(1 for r in rows if pred(r))
  1153|    normal_open = lambda r: r["status"] in USER_OPEN_STATUSES
  1154|    duplicates = lambda r: r["status"] in USER_DUPLICATE_STATUSES or bool(r["duplicate_of_transaction_id"])
  1155|    covered = lambda r: r["status"] in {"covered_by_source", "covered_by_migros"}
  1156|    already = lambda r: r["status"] in {"already_processed", "auto_ignored_duplicate"}
  1157|    return {
  1158|        "open_total": count(normal_open),
  1159|        "auto_categorized": count(lambda r: r["status"] in {"pending", "auto_categorized"} and not bool(r["requires_review"])),
  1160|        "review_needed": count(lambda r: normal_open(r) and bool(r["requires_review"])),
  1161|        "galaxus_digitec": count(lambda r: normal_open(r) and r["classification"] == "galaxus_review"),
  1162|        "migros_over_50": count(lambda r: normal_open(r) and r["classification"] == "migros_review_over_threshold"),
  1163|        "covered_by_source": count(covered),
  1164|        "covered_by_migros": count(lambda r: r["status"] == "covered_by_migros"),
  1165|        "unclear": count(lambda r: normal_open(r) and r["classification"] in {"admin_other", "unclear", "legacy_csv_seed", "card_uncategorized"}),
  1166|        "possible_duplicates": count(duplicates),
  1167|        "transfer_candidates": count(lambda r: normal_open(r) and (r["status"] == "transfer_candidate" or r["classification"] == "transfer_candidate")),
  1168|        "income_candidates": count(lambda r: normal_open(r) and r["classification"] == "income_candidate"),
  1169|        "possible_income": count(lambda r: normal_open(r) and r["classification"] == "possible_income"),
  1170|        "already_processed": count(already),
  1171|    }
  1172|
  1173|
  1174|def review_candidate_summary(conn: Connection, *, budget_year: str = "2026") -> dict[str, int]:
  1175|    return candidate_user_count_summary(conn, budget_year=budget_year)
  1176|
  1177|
  1178|BLOCKED_BULK_EDIT_STATUSES = {"confirmed", "covered_by_migros", "covered_by_source", "auto_ignored_duplicate", "superseded", "reference_2025", "archived_reference"} | USER_DUPLICATE_STATUSES
  1179|BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {"ignored", "transfer_candidate"}
  1180|
  1181|
  1182|def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:
  1183|    status = str(row["status"] or "")
  1184|    classification = str(row["classification"] or "")
  1185|    if status in USER_DUPLICATE_STATUSES:
  1186|        return "duplicate_candidate_blocked"
  1187|    if status in {"covered_by_source", "covered_by_migros"}:
  1188|        return status
  1189|    if status in {"auto_ignored_duplicate", "superseded", "reference_2025", "archived_reference", "confirmed", "ignored"}:
  1190|        return f"not_confirmable:{status}"
  1191|    if status == "transfer_candidate" or "transfer" in classification:
  1192|        return "transfer_candidate_blocked"
  1193|    if str(row["transaction_date"] or "")[:4] != str(budget_year):
  1194|        return "outside_active_budget_year"
  1195|    if not row["proposed_category_id"] and classification not in {"income_candidate", "possible_income"}:
  1196|        return "missing_category"
  1197|    if not row["transaction_date"]:
  1198|        return "missing_transaction_date"
  1199|    if not row["amount_original"]:
  1200|

Use offset=1200 to continue reading (showing 1100-1199 of 1621 lines)


Explanation:
**Planning function creation**

I need to create some functions and establish minimal tests. It sounds like I should use write and patch for this. There’s a question of whether I need to import confirm_transfer at the top, so I’ll need to double-check the import statements. I want to make sure I’m following the right procedure and that everything is set up correctly. Let's make sure to get this done right!


     1|from __future__ import annotations
     2|
     3|import csv
     4|import hashlib
     5|import json
     6|import re
     7|from collections import defaultdict
     8|from dataclasses import dataclass
     9|from datetime import datetime, timedelta
    10|from decimal import Decimal, InvalidOperation
    11|from sqlite3 import Connection
    12|from typing import Any
    13|
    14|from fastapi import HTTPException
    15|
    16|from jarvis_finance.audit.log import record_audit_event
    17|from jarvis_finance.services.budget_common import new_id, now, row_to_dict
    18|from jarvis_finance.services.budget_transactions import confirm_budget_transaction
    19|
    20|SUBSCRIPTION_PATTERNS = ["APPLE", "APPLE.COM", "GOOGLE", "AMAZON PRIME", "NETFLIX", "DISNEY", "DISNEYPLUS"]
    21|MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]
    22|GALAXUS_PATTERNS = ["GALAXUS"]
    23|INCOME_PATTERNS = [
    24|    "LOHN", "SALARY", "ARBEITGEBER", "PAYROLL", "GEHALT",
    25|    "ERNE", "MUSIKSCHULE", "GASSER", "GASSER BAUUNTERNEHMEN",
    26|    "BONUS", "GRATIFIKATION", "SALAER", "RUECKVERGUETUNG", "RÜCKVERGÜTUNG",
    27|    "RUECKERSTATTUNG", "RÜCKERSTATTUNG", "ERSTATTUNG", "SOLARSTROM", "VERGUETUNG", "VERGÜTUNG",
    28|]
    29|STRONG_INCOME_PATTERNS = [
    30|    "LOHN", "SALARY", "GEHALT", "PAYROLL", "ERNE", "MUSIKSCHULE", "GASSER", "GASSER BAUUNTERNEHMEN",
    31|    "BONUS", "GRATIFIKATION", "SOLARSTROM", "RUECKVERGUETUNG", "RÜCKVERGÜTUNG",
    32|]
    33|POSSIBLE_INCOME_PATTERNS = ["RUECKERSTATTUNG", "RÜCKERSTATTUNG", "ERSTATTUNG", "VERGUETUNG", "VERGÜTUNG", "GUTSCHRIFT"]
    34|TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "AARGAUISCHE KANTONALBANK", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "KONTOAUSGLEICH", "UMBUCHUNG"]
    35|NEGATIVE_INCOME_PATTERNS = [
    36|    "KREDITKARTE", "VISA", "CREDIT CARD", "KARTENABRECHNUNG", "TRUE WEALTH", "TRUEWEALTH",
    37|    "DEPOT", "INVESTMENT", "WERTSCHRIFT", "SPAREN", "KONTOAUSGLEICH", "UMBUCHUNG",
    38|]
    39|
    40|
    41|def _decimal_text(value: object) -> str | None:
    42|    if value in (None, ""):
    43|        return None
    44|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-")
    45|    text = text.replace("+", "")
    46|    if text.count(",") == 1 and text.count(".") == 0:
    47|        text = text.replace(",", ".")
    48|    text = text.replace(" ", "")
    49|    try:
    50|        return format(abs(Decimal(text)), "f")
    51|    except (InvalidOperation, ValueError):
    52|        return None
    53|
    54|
    55|def _signed_decimal(value: object) -> Decimal | None:
    56|    if value in (None, ""):
    57|        return None
    58|    text = str(value).strip().replace("'", "").replace("CHF", "").replace("−", "-").replace("+", "")
    59|    if text.count(",") == 1 and text.count(".") == 0:
    60|        text = text.replace(",", ".")
    61|    text = text.replace(" ", "")
    62|    try:
    63|        return Decimal(text)
    64|    except (InvalidOperation, ValueError):
    65|        return None
    66|
    67|
    68|def _normalise(value: object) -> str:
    69|    return str(value or "").strip().lower().replace("ä", "ae").replace("ö", "oe").replace("ü", "ue").replace("\ufeff", "")
    70|
    71|
    72|def _upper_ascii(value: object) -> str:
    73|    return _normalise(value).upper()
    74|
    75|
    76|def _date_text(value: object) -> str | None:
    77|    text = str(value or "").strip()
    78|    if not text:
    79|        return None
    80|    if re.match(r"^\d{4}-\d{2}-\d{2}", text):
    81|

Use offset=81 to continue reading (showing 1-80 of 1621 lines)


Explanation:
**Implementing transfer functions**

I'm working on implementing the import for confirm_transfer. I think I need to add patterns, and then I'll look into candidate view parsing notes to transfer fields properly. It seems like there’s a need for a matching function as well. Alright, let’s see if I can patch everything together effectively. I want to ensure that each part is working smoothly to get this done correctly!

patch

from jarvis_finance.services.budget_transactions import confirm_budget_transaction, confirm_transfer


--- 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
@@ -15,7 +15,7 @@

 from jarvis_finance.audit.log import record_audit_event
 from jarvis_finance.services.budget_common import new_id, now, row_to_dict
-from jarvis_finance.services.budget_transactions import confirm_budget_transaction
+from jarvis_finance.services.budget_transactions import confirm_budget_transaction, confirm_transfer

 SUBSCRIPTION_PATTERNS = ["APPLE", "APPLE.COM", "GOOGLE", "AMAZON PRIME", "NETFLIX", "DISNEY", "DISNEYPLUS"]
 MIGROS_PATTERNS = ["MIGROS", "MIGROL", "CUMULUS", "MMM "]

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "AARGAUISCHE KANTONALBANK", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "KONTOAUSGLEICH", "UMBUCHUNG"]
SWISSLOS_TRANSFER_RULE_NAME = "Raiffeisen TWINT Swisslos → AKB Haushaltskonto Transfer"
SWISSLOS_TRANSFER_PATTERNS = ["TWINT SWISSLOS", "SWISSLOS E-COMMERCE"]


--- 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
@@ -32,6 +32,8 @@
 ]
 POSSIBLE_INCOME_PATTERNS = ["RUECKERSTATTUNG", "RÜCKERSTATTUNG", "ERSTATTUNG", "VERGUETUNG", "VERGÜTUNG", "GUTSCHRIFT"]
 TRANSFER_PATTERNS = ["RAIFFEISEN", "AKB", "AARGAUISCHE KANTONALBANK", "ÜBERTRAG", "UEBERTRAG", "TRANSFER", "EIGENES KONTO", "KONTOAUSGLEICH", "UMBUCHUNG"]
+SWISSLOS_TRANSFER_RULE_NAME = "Raiffeisen TWINT Swisslos → AKB Haushaltskonto Transfer"
+SWISSLOS_TRANSFER_PATTERNS = ["TWINT SWISSLOS", "SWISSLOS E-COMMERCE"]
 NEGATIVE_INCOME_PATTERNS = [
     "KREDITKARTE", "VISA", "CREDIT CARD", "KARTENABRECHNUNG", "TRUE WEALTH", "TRUEWEALTH",
     "DEPOT", "INVESTMENT", "WERTSCHRIFT", "SPAREN", "KONTOAUSGLEICH", "UMBUCHUNG",


def _candidate_view(row) -> dict[str, Any]:
    data = row_to_dict(row) | {"requires_review": bool(row["requires_review"])}
    data["status_label"] = data.get("status_label") or STATUS_LABELS.get(str(data.get("status") or ""), str(data.get("status") or ""))
    try:
        meta = json.loads(str(data.get("notes") or "{}")) if str(data.get("notes") or "").strip().startswith("{") else {}
    except json.JSONDecodeError:
        meta = {}
    transfer_meta = meta.get("transfer") if isinstance(meta.get("transfer"), dict) else {}
    if transfer_meta:
        data["transfer_pair_status"] = transfer_meta.get("pair_status") or "unmatched"
        data["transfer_target_account_name"] = transfer_meta.get("to_account_name")
        data["transfer_from_account_name"] = transfer_meta.get("from_account_name")
        data["counterparty_candidate_id"] = transfer_meta.get("counterparty_candidate_id")
        data["budget_impact"] = transfer_meta.get("budget_impact") or "neutral"
    return data

def _candidate_view(row) -> dict[str, Any]:
    data = row_to_dict(row) | {"requires_review": bool(row["requires_review"])}
    data["status_label"] = data.get("status_label") or STATUS_LABELS.get(str(data.get("status") or ""), str(data.get("status") or ""))
    return data


--- 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
@@ -173,6 +173,17 @@
 def _candidate_view(row) -> dict[str, Any]:
     data = row_to_dict(row) | {"requires_review": bool(row["requires_review"])}
     data["status_label"] = data.get("status_label") or STATUS_LABELS.get(str(data.get("status") or ""), str(data.get("status") or ""))
+    try:
+        meta = json.loads(str(data.get("notes") or "{}")) if str(data.get("notes") or "").strip().startswith("{") else {}
+    except json.JSONDecodeError:
+        meta = {}
+    transfer_meta = meta.get("transfer") if isinstance(meta.get("transfer"), dict) else {}
+    if transfer_meta:
+        data["transfer_pair_status"] = transfer_meta.get("pair_status") or "unmatched"
+        data["transfer_target_account_name"] = transfer_meta.get("to_account_name")
+        data["transfer_from_account_name"] = transfer_meta.get("from_account_name")
+        data["counterparty_candidate_id"] = transfer_meta.get("counterparty_candidate_id")
+        data["budget_impact"] = transfer_meta.get("budget_impact") or "neutral"
     return data


def _bank_candidate_decision(description: str, *, is_positive: bool, matched_transfer_pair: bool = False, source_type: str | None = None, account_source: str | None = None) -> dict[str, Any]:

def _bank_candidate_decision(description: str, *, is_positive: bool, matched_transfer_pair: bool = False) -> dict[str, Any]:


--- 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
@@ -732,7 +732,7 @@
     return indices

-def _bank_candidate_decision(description: str, *, is_positive: bool, matched_transfer_pair: bool = False) -> dict[str, Any]:
+def _bank_candidate_decision(description: str, *, is_positive: bool, matched_transfer_pair: bool = False, source_type: str | None = None, account_source: str | None = None) -> dict[str, Any]:
     """Classify a bank row without confirming it.

     Positive salary/employer patterns win over generic bank names, while explicit


    source_text = f"{source_type or ''} {account_source or ''} {description}"
    if _matches_any(description, SWISSLOS_TRANSFER_PATTERNS) and _matches_any(source_text, ["RAIFFEISEN", "CH1280808006766055632"]):
        return {"status": "transfer_candidate", "requires_review": True, "classification": "transfer_candidate", "review_reason": "swisslos_raiffeisen_akb_internal_transfer", "transaction_type": "transfer", "confidence": "0.96", "rule_name": SWISSLOS_TRANSFER_RULE_NAME, "target_account_hint": "AKB Haushaltskonto"}
    if _matches_any(description, ["TRUE WEALTH", "TRUEWEALTH"]):


--- 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
@@ -738,6 +738,9 @@
     Positive salary/employer patterns win over generic bank names, while explicit
     own-account / card / investment transfer patterns must never become income.
     """
+    source_text = f"{source_type or ''} {account_source or ''} {description}"
+    if _matches_any(description, SWISSLOS_TRANSFER_PATTERNS) and _matches_any(source_text, ["RAIFFEISEN", "CH1280808006766055632"]):
+        return {"status": "transfer_candidate", "requires_review": True, "classification": "transfer_candidate", "review_reason": "swisslos_raiffeisen_akb_internal_transfer", "transaction_type": "transfer", "confidence": "0.96", "rule_name": SWISSLOS_TRANSFER_RULE_NAME, "target_account_hint": "AKB Haushaltskonto"}
     if _matches_any(description, ["TRUE WEALTH", "TRUEWEALTH"]):
         return {"status": "transfer_candidate", "requires_review": True, "classification": "investment_transfer", "review_reason": "true_wealth_investment_transfer", "transaction_type": "transfer", "confidence": "0.95"}
     if _matches_any(description, ["VISA", "KREDITKARTE", "KARTENABRECHNUNG", "CREDIT CARD"]):


decision = _bank_candidate_decision(br.desc, is_positive=br.amount_signed > 0, matched_transfer_pair=br.idx in transfer_indices, source_type=candidate_source_type, account_source=br.account)

decision = _bank_candidate_decision(br.desc, is_positive=br.amount_signed > 0, matched_transfer_pair=br.idx in transfer_indices)


--- 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
@@ -762,7 +762,7 @@
     for br in parsed:
         dup = _duplicate_of(conn, br.date, br.amount_abs, br.desc)
         category_id = None; category_name = None
-        decision = _bank_candidate_decision(br.desc, is_positive=br.amount_signed > 0, matched_transfer_pair=br.idx in transfer_indices)
+        decision = _bank_candidate_decision(br.desc, is_positive=br.amount_signed > 0, matched_transfer_pair=br.idx in transfer_indices, source_type=candidate_source_type, account_source=br.account)
         status = str(decision["status"]); needs_review = bool(decision["requires_review"]); classification = str(decision["classification"]); reason = str(decision["review_reason"]); tx_type = str(decision["transaction_type"]); conf = str(decision["confidence"])
         if classification == "income_candidate":
             category_id = income_category_id; category_name = income_name; income += 1


            "confidence": conf, "requires_review": needs_review, "status": status, "notes": json.dumps({"transaction_type": tx_type, "reason": reason, "target_account_hint": decision.get("target_account_hint"), "transfer": {"budget_impact": "neutral", "pair_status": "unmatched", "from_account_name": "Raiffeisen" if candidate_source_type == "raiffeisen_bank" else None, "to_account_name": decision.get("target_account_hint")}}, ensure_ascii=False),
            "classification": classification, "review_reason": reason, "rule_id": classification, "rule_name": decision.get("rule_name"), "source_priority": 80,

            "confidence": conf, "requires_review": needs_review, "status": status, "notes": json.dumps({"transaction_type": tx_type, "reason": reason}, ensure_ascii=False),
            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 80,


--- 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
@@ -782,8 +782,8 @@
             "source_file_label": source_file_label, "source_row_or_range": row_ref, "source_type": candidate_source_type,
             "transaction_date": br.date, "description": br.desc[:300], "merchant": None, "amount_original": br.amount_abs, "currency_original": "CHF",
             "proposed_category_id": category_id, "proposed_category_name": category_name, "duplicate_of_transaction_id": dup,
-            "confidence": conf, "requires_review": needs_review, "status": status, "notes": json.dumps({"transaction_type": tx_type, "reason": reason}, ensure_ascii=False),
-            "classification": classification, "review_reason": reason, "rule_id": classification, "source_priority": 80,
+            "confidence": conf, "requires_review": needs_review, "status": status, "notes": json.dumps({"transaction_type": tx_type, "reason": reason, "target_account_hint": decision.get("target_account_hint"), "transfer": {"budget_impact": "neutral", "pair_status": "unmatched", "from_account_name": "Raiffeisen" if candidate_source_type == "raiffeisen_bank" else None, "to_account_name": decision.get("target_account_hint")}}, ensure_ascii=False),
+            "classification": classification, "review_reason": reason, "rule_id": classification, "rule_name": decision.get("rule_name"), "source_priority": 80,
             "account_source": br.account, "raw_fingerprint": _fingerprint([source_file_label, row_ref, br.date, br.amount_abs, br.desc, br.account]), "created_at": ts, "updated_at": ts,
         }):
             created += 1


decision = _bank_candidate_decision(str(row["description"] or ""), is_positive=is_positive, source_type=str(row["source_type"] or ""), account_source=str(row["account_source"] or ""))

decision = _bank_candidate_decision(str(row["description"] or ""), is_positive=is_positive)


--- 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
@@ -884,7 +884,7 @@
         except json.JSONDecodeError:
             meta = {}
         is_positive = str(meta.get("transaction_type") or "").lower() == "income"
-        decision = _bank_candidate_decision(str(row["description"] or ""), is_positive=is_positive)
+        decision = _bank_candidate_decision(str(row["description"] or ""), is_positive=is_positive, source_type=str(row["source_type"] or ""), account_source=str(row["account_source"] or ""))
         classification = str(decision["classification"])
         if is_positive and classification == "bank_review":
             counts["unclear_money_in_count"] += 1


notes = json.dumps({"transaction_type": decision["transaction_type"], "reason": decision["review_reason"], "target_account_hint": decision.get("target_account_hint"), "transfer": {"budget_impact": "neutral", "pair_status": "unmatched", "from_account_name": "Raiffeisen" if row["source_type"] == "raiffeisen_bank" else None, "to_account_name": decision.get("target_account_hint")}, "reclassified_by": "income_csv_recognition_v1"}, ensure_ascii=False)

notes = json.dumps({"transaction_type": decision["transaction_type"], "reason": decision["review_reason"], "reclassified_by": "income_csv_recognition_v1"}, ensure_ascii=False)


--- 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
@@ -895,7 +895,7 @@
         if classification == "credit_card_payment": counts["credit_card_payment_count"] += 1
         proposed_category_id = cid_income if classification in {"income_candidate", "possible_income"} else row["proposed_category_id"]
         proposed_category_name = cname_income if classification in {"income_candidate", "possible_income"} else row["proposed_category_name"]
-        notes = json.dumps({"transaction_type": decision["transaction_type"], "reason": decision["review_reason"], "reclassified_by": "income_csv_recognition_v1"}, ensure_ascii=False)
+        notes = json.dumps({"transaction_type": decision["transaction_type"], "reason": decision["review_reason"], "target_account_hint": decision.get("target_account_hint"), "transfer": {"budget_impact": "neutral", "pair_status": "unmatched", "from_account_name": "Raiffeisen" if row["source_type"] == "raiffeisen_bank" else None, "to_account_name": decision.get("target_account_hint")}, "reclassified_by": "income_csv_recognition_v1"}, ensure_ascii=False)
         before = (row["status"], row["classification"], row["review_reason"], row["proposed_category_id"])
         after = (decision["status"], classification, decision["review_reason"], proposed_category_id)
         if before != after:


                SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, rule_name=?, updated_at=?
                WHERE transaction_candidate_id=?
                """,
                (decision["status"], classification, 1 if decision["requires_review"] else 0, decision["review_reason"], decision["confidence"], notes, proposed_category_id, proposed_category_name, decision.get("rule_name"), ts, row["transaction_candidate_id"]),

                SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, updated_at=?
                WHERE transaction_candidate_id=?
                """,
                (decision["status"], classification, 1 if decision["requires_review"] else 0, decision["review_reason"], decision["confidence"], notes, proposed_category_id, proposed_category_name, ts, row["transaction_candidate_id"]),


--- 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
@@ -902,10 +902,10 @@
             conn.execute(
                 """
                 UPDATE budget_transaction_candidates
-                SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, updated_at=?
+                SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, rule_name=?, updated_at=?
                 WHERE transaction_candidate_id=?
                 """,
-                (decision["status"], classification, 1 if decision["requires_review"] else 0, decision["review_reason"], decision["confidence"], notes, proposed_category_id, proposed_category_name, ts, row["transaction_candidate_id"]),
+                (decision["status"], classification, 1 if decision["requires_review"] else 0, decision["review_reason"], decision["confidence"], notes, proposed_category_id, proposed_category_name, decision.get("rule_name"), ts, row["transaction_candidate_id"]),
             )
             counts["updated_count"] += 1
     audit_id = record_audit_event(conn, source="vue_dashboard", action="bank_income_candidates_reclassified", entity_type="budget_transaction_candidate", entity_id=f"bank_income_reclassify_{budget_year}", new_values=counts, created_by="system")


--- 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
@@ -795,7 +795,7 @@
     clauses=[]; params=[]
     if budget_year:
         clauses.append("substr(transaction_date,1,4)=?"); params.append(budget_year)
-    normal_excluded_sql = "'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed'"
+    normal_excluded_sql = "'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed','transfer_candidate'"
     if status == "open":
         clauses.append("status IN ('pending','auto_categorized','needs_review')")
     elif status:


    if not row["amount_original"]:
        raise HTTPException(status_code=422, detail="amount required before confirm")
    if not row["currency_original"]:


    if not payload.get("account_id") and tx_type != "transfer":
        raise HTTPException(status_code=422, detail="account_id required before confirm")
    if tx_type == "transfer" and not (payload.get("from_account_id") or payload.get("account_id")):
        raise HTTPException(status_code=422, detail="from_account_id required before transfer confirm")
    if tx_type == "transfer" and not payload.get("to_account_id"):
        raise HTTPException(status_code=422, detail="to_account_id required before transfer confirm")

    if not payload.get("account_id"):
        raise HTTPException(status_code=422, detail="account_id required before confirm")


--- 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
@@ -934,8 +934,12 @@
         raise HTTPException(status_code=422, detail="category required before confirm")
     if cat_id and not conn.execute("SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1", (cat_id,)).fetchone():
         raise HTTPException(status_code=422, detail="active category required before confirm")
-    if not payload.get("account_id"):
+    if not payload.get("account_id") and tx_type != "transfer":
         raise HTTPException(status_code=422, detail="account_id required before confirm")
+    if tx_type == "transfer" and not (payload.get("from_account_id") or payload.get("account_id")):
+        raise HTTPException(status_code=422, detail="from_account_id required before transfer confirm")
+    if tx_type == "transfer" and not payload.get("to_account_id"):
+        raise HTTPException(status_code=422, detail="to_account_id required before transfer confirm")
     if not row["transaction_date"]:
         raise HTTPException(status_code=422, detail="transaction date required before confirm")
     if not row["amount_original"]:


            "account_id": payload.get("account_id") or payload.get("from_account_id"),
            "from_account_id": payload.get("from_account_id") or payload.get("account_id"),
            "to_account_id": payload.get("to_account_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
@@ -951,7 +951,9 @@
         "summary": "Buchungskandidat übernehmen",
         "warnings": ["Möglicher Duplikat-Treffer"] if row["duplicate_of_transaction_id"] else ([] if cat_id or tx_type == "transfer" else ["Kategorie fehlt"]),
         "payload": {
-            "account_id": payload.get("account_id"),
+            "account_id": payload.get("account_id") or payload.get("from_account_id"),
+            "from_account_id": payload.get("from_account_id") or payload.get("account_id"),
+            "to_account_id": payload.get("to_account_id"),
             "transaction_type": tx_type,
             "transaction_date": payload.get("transaction_date") or row["transaction_date"],
             "description": payload.get("description") or row["description"],


    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"])

    preview = preview_transaction_candidate(conn, candidate_id, payload)
    result = confirm_budget_transaction(conn, preview["payload"])