{ "session_id": "20260517_190937_b74f55", "model": "gpt-5.5", "base_url": "https://chatgpt.com/backend-api/codex", "platform": "telegram", "session_start": "2026-05-17T19:09:37.651066", "last_updated": "2026-05-17T19:13:37.348911", "system_prompt": "You are Hermes Agent, an intelligent AI assistant created by Nous Research. You are helpful, knowledgeable, and direct. You assist users with a wide range of tasks including answering questions, writing and editing code, analyzing information, creative work, and executing actions via your tools. You communicate clearly, admit uncertainty when appropriate, and prioritize being genuinely useful over being verbose unless otherwise directed below. Be targeted and efficient in your exploration and investigations.\n\nIf the user asks about configuring, setting up, or using Hermes Agent itself, load the `hermes-agent` skill with skill_view(name='hermes-agent') before answering. Docs: https://hermes-agent.nousresearch.com/docs\n\n# Tool-use enforcement\nYou MUST use your tools to take action — do not describe what you would do or plan to do without actually doing it. When you say you will perform an action (e.g. 'I will run the tests', 'Let me check the file', 'I will create the project'), you MUST immediately make the corresponding tool call in the same response. Never end your turn with a promise of future action — execute it now.\nKeep working until the task is actually complete. Do not stop with a summary of what you plan to do next time. If you have tools available that can accomplish the task, use them instead of telling the user what you would do.\nEvery response should either (a) contain tool calls that make progress, or (b) deliver a final result to the user. Responses that only describe intentions without acting are not acceptable.\n\n# Execution discipline\n\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n\n\n\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n\n\n\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n\n\n\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n\n\n\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n\n\n\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format ![alt](url) and they will be sent as native photos.\n\nConversation started: Sunday, May 17, 2026 07:09 PM\nModel: gpt-5.5\nProvider: openai-codex", "tools": [ { "type": "function", "function": { "name": "patch", "description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.", "parameters": { "type": "object", "properties": { "mode": { "type": "string", "enum": [ "replace", "patch" ], "description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.", "default": "replace" }, "path": { "type": "string", "description": "REQUIRED when mode='replace'. File path to edit." }, "old_string": { "type": "string", "description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness." }, "new_string": { "type": "string", "description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text." }, "replace_all": { "type": "boolean", "description": "Replace all occurrences instead of requiring a unique match (default: false)", "default": false }, "patch": { "type": "string", "description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch" } }, "required": [ "mode" ] } } }, { "type": "function", "function": { "name": "process", "description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).", "parameters": { "type": "object", "properties": { "action": { "type": "string", "enum": [ "list", "poll", "log", "wait", "kill", "write", "submit", "close" ], "description": "Action to perform on background processes" }, "session_id": { "type": "string", "description": "Process session ID (from terminal background output). Required for all actions except 'list'." }, "data": { "type": "string", "description": "Text to send to process stdin (for 'write' and 'submit' actions)" }, "timeout": { "type": "integer", "description": "Max seconds to block for 'wait' action. Returns partial output on timeout.", "minimum": 1 }, "offset": { "type": "integer", "description": "Line offset for 'log' action (default: last 200 lines)" }, "limit": { "type": "integer", "description": "Max lines to return for 'log' action", "minimum": 1 } }, "required": [ "action" ] } } }, { "type": "function", "function": { "name": "read_file", "description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.", "parameters": { "type": "object", "properties": { "path": { "type": "string", "description": "Path to the file to read (absolute, relative, or ~/path)" }, "offset": { "type": "integer", "description": "Line number to start reading from (1-indexed, default: 1)", "default": 1, "minimum": 1 }, "limit": { "type": "integer", "description": "Maximum number of lines to read (default: 500, max: 2000)", "default": 500, "maximum": 2000 } }, "required": [ "path" ] } } }, { "type": "function", "function": { "name": "search_files", "description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.", "parameters": { "type": "object", "properties": { "pattern": { "type": "string", "description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search" }, "target": { "type": "string", "enum": [ "content", "files" ], "description": "'content' searches inside file contents, 'files' searches for files by name", "default": "content" }, "path": { "type": "string", "description": "Directory or file to search in (default: current working directory)", "default": "." }, "file_glob": { "type": "string", "description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)" }, "limit": { "type": "integer", "description": "Maximum number of results to return (default: 50)", "default": 50 }, "offset": { "type": "integer", "description": "Skip first N results for pagination (default: 0)", "default": 0 }, "output_mode": { "type": "string", "enum": [ "content", "files_only", "count" ], "description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file", "default": "content" }, "context": { "type": "integer", "description": "Number of context lines before and after each match (grep mode only)", "default": 0 } }, "required": [ "pattern" ] } } }, { "type": "function", "function": { "name": "terminal", "description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n (1) Long-lived processes that never exit (servers, watchers).\n (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n", "parameters": { "type": "object", "properties": { "command": { "type": "string", "description": "The command to execute on the VM" }, "background": { "type": "boolean", "description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.", "default": false }, "timeout": { "type": "integer", "description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.", "minimum": 1 }, "workdir": { "type": "string", "description": "Working directory for this command (absolute path). Defaults to the session working directory." }, "pty": { "type": "boolean", "description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.", "default": false }, "notify_on_complete": { "type": "boolean", "description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.", "default": false }, "watch_patterns": { "type": "array", "items": { "type": "string" }, "description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both." } }, "required": [ "command" ] } } }, { "type": "function", "function": { "name": "write_file", "description": "Write content to a file, completely replacing existing content. Use this instead of echo/cat heredoc in terminal. Creates parent directories automatically. OVERWRITES the entire file — use 'patch' for targeted edits. Auto-runs syntax checks on .py/.json/.yaml/.toml and other linted languages; only NEW errors introduced by this write are surfaced (pre-existing errors are filtered out).", "parameters": { "type": "object", "properties": { "path": { "type": "string", "description": "Path to the file to write (will be created if it doesn't exist, overwritten if it does)" }, "content": { "type": "string", "description": "Complete content to write to the file" } }, "required": [ "path", "content" ] } } } ], "message_count": 45, "messages": [ { "role": "user", "content": "Vergleiche anhand des FinanceManager-Repos den aktuellen JARVIS Budget-/Ausgaben-/Analyse-Stand mit den ezBookkeeping-Konzepten und entwirf Funktionsmatrix, Navigationsvorschlag und 4-stufige Roadmap. Keine Codeänderungen. Nur Analyse und Designvorschläge." }, { "role": "assistant", "content": "", "reasoning": "**Planning documentation updates**\n\nI need to take action now! My first step is to inspect the repositories. I’ll create a markdown file under docs/budget. It’s important to note that I won't be making any code changes, and I don't need to read the runtime data either. I’ll just focus on using the tools available to me. All right, let's get to work on this documentation!", "finish_reason": "tool_calls", "reasoning_content": "**Planning documentation updates**\n\nI need to take action now! My first step is to inspect the repositories. I’ll create a markdown file under docs/budget. It’s important to note that I won't be making any code changes, and I don't need to read the runtime data either. I’ll just focus on using the tools available to me. 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My first step is to inspect the repositories. I’ll create a markdown file under docs/budget. It’s important to note that I won't be making any code changes, and I don't need to read the runtime data either. I’ll just focus on using the tools available to me. All right, let's get to work on this documentation!" } ] } ], "tool_calls": [ { "id": "call_kkc0SFraAJG21Lih56LPdgGI", "call_id": "call_kkc0SFraAJG21Lih56LPdgGI", "response_item_id": "fc_0c5ee8a4cd3afe0a016a09f65705b08191a63f320a57bac5bc", "type": "function", "function": { "name": "search_files", "arguments": "{\"target\":\"files\",\"path\":\"/home/agent/.hermes/repos/FinanceManager\",\"pattern\":\"*\",\"limit\":100}" } }, { "id": "call_0UuY6SsDVwE0Znuype3VDJgO", "call_id": "call_0UuY6SsDVwE0Znuype3VDJgO", "response_item_id": "fc_0c5ee8a4cd3afe0a016a09f65705c88191ad61803d05bd4d95", "type": "function", "function": { "name": "search_files", "arguments": "{\"target\":\"files\",\"path\":\"/home/agent/.hermes/reference_repos/ezbookkeeping\",\"pattern\":\"*\",\"limit\":100}" } } ] }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 100, \"files\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/__pycache__/report_service.cpython-312.pyc\", 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"fc_0ad50d5aa7ab2fdd016a09f66cda5081918c2f2b3bdaa80735", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"limit\":1000}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from fastapi import APIRouter, Depends\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.api.dependencies import get_db\\n 7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\\n 8|from jarvis_finance.services.budget_categories import (\\n 9| archive_category,\\n 10| archive_tag,\\n 11| confirm_category_merge,\\n 12| confirm_create_category,\\n 13| confirm_create_tag,\\n 14| create_category_preview,\\n 15| create_tag_preview,\\n 16| delete_empty_category,\\n 17| list_category_tree_grouped,\\n 18| list_categories,\\n 19| list_tags,\\n 20| preview_category_merges,\\n 21| update_category,\\n 22|)\\n 23|from jarvis_finance.services.budget_imports import (\\n 24| archive_reference_year_candidates,\\n 25| apply_budget_rules_to_open_candidates,\\n 26| batch_confirm_safe_candidates,\\n 27| batch_mark_candidates,\\n 28| confirm_migros_receipts_2026,\\n 29| bulk_update_transaction_candidate_category,\\n 30| confirm_candidate_split,\\n 31| confirm_transaction_candidate,\\n 32| create_budget_rule,\\n 33| create_candidate_split,\\n 34| create_review_category_for_candidate,\\n 35| deactivate_budget_rule,\\n 36| ignore_transaction_candidate,\\n 37| list_budget_rules,\\n 38| list_transaction_candidates,\\n 39| mark_candidate_transfer,\\n 40| preview_migros_receipts_2026,\\n 41| preview_batch_confirm_candidates,\\n 42| preview_safe_auto_candidates,\\n 43| preview_transaction_candidate,\\n 44| reopen_transaction_candidate,\\n 45| review_candidate_summary,\\n 46| seed_bank_transfer_candidates_from_rows,\\n 47| seed_credit_card_candidates_from_rows,\\n 48| seed_migros_candidates_from_rows,\\n 49| seed_transaction_candidates_from_csv_text,\\n 50| seed_transaction_candidates_from_rows,\\n 51| test_budget_rule,\\n 52| update_transaction_candidate_category,\\n 53|)\\n 54|from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, get_category_summary, get_income_status, get_monthly_summary\\n 55|from jarvis_finance.services.budget_plans import archive_budget_plan_item, confirm_budget_plan_item, create_budget_plan_item_preview, list_budget_plan_items, list_income_plan_items, list_income_seed_candidates\\n 56|from jarvis_finance.services.budget_seed_review import (\\n 57| confirm_budget_plan_takeover,\\n 58| confirm_clear_category_takeover,\\n 59| confirm_seed_candidate,\\n 60| convert_unclean_range,\\n 61| ignore_seed_candidate,\\n 62| list_seed_candidates,\\n 63| preview_budget_plan_takeover,\\n 64| preview_clear_category_takeover,\\n 65| preview_seed_candidate,\\n 66| reopen_seed_candidate,\\n 67| seed_budget_candidates_from_rows,\\n 68| set_seed_candidate_status,\\n 69|)\\n 70|from jarvis_finance.services.budget_transactions import (\\n 71| confirm_budget_transaction,\\n 72| confirm_reverse_budget_transaction,\\n 73| confirm_transfer,\\n 74| create_budget_transaction_preview,\\n 75| create_transfer_preview,\\n 76| list_budget_transactions,\\n 77| reverse_budget_transaction_preview,\\n 78| update_budget_transaction,\\n 79|)\\n 80|\\n 81|router = APIRouter(prefix=\\\"/budget\\\", tags=[\\\"budget\\\"])\\n 82|\\n 83|\\n 84|@router.get(\\\"/overview\\\")\\n 85|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\\n 86| return get_budget_overview(conn, month)\\n 87|\\n 88|\\n 89|@router.get(\\\"/status/categories\\\")\\n 90|def category_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 91| return get_budget_status_by_category(conn, year=year)\\n 92|\\n 93|\\n 94|@router.get(\\\"/status/categories/{category_id}/months/{month}\\\")\\n 95|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):\\n 96| return get_category_month_detail(conn, category_id=category_id, month=month)\\n 97|\\n 98|\\n 99|@router.get(\\\"/charts\\\")\\n 100|def budget_charts(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 101| return get_budget_charts_2026(conn, year=year)\\n 102|\\n 103|\\n 104|@router.get(\\\"/income/status\\\")\\n 105|def income_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 106| return get_income_status(conn, year=year)\\n 107|\\n 108|\\n 109|@router.get(\\\"/income/plans\\\")\\n 110|def income_plans(year: str = \\\"2026\\\", include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 111| return list_income_plan_items(conn, year=year, include_archived=include_archived)\\n 112|\\n 113|\\n 114|@router.get(\\\"/income/seed-candidates\\\")\\n 115|def income_seed_candidates(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 116| return list_income_seed_candidates(conn, year=year)\\n 117|\\n 118|\\n 119|@router.post(\\\"/income/plans/preview\\\")\\n 120|def income_plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 121| return create_budget_plan_item_preview(conn, payload)\\n 122|\\n 123|\\n 124|@router.post(\\\"/income/plans/confirm\\\")\\n 125|def income_plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 126| return confirm_budget_plan_item(conn, payload)\\n 127|\\n 128|\\n 129|@router.post(\\\"/income/plans/{plan_item_id}/archive\\\")\\n 130|def income_plans_archive(plan_item_id: str, conn: Connection = Depends(get_db)):\\n 131| return archive_budget_plan_item(conn, plan_item_id)\\n 132|\\n 133|\\n 134|@router.get(\\\"/monthly-summary\\\")\\n 135|def monthly_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 136| return get_monthly_summary(conn, month)\\n 137|\\n 138|\\n 139|@router.get(\\\"/categories/summary\\\")\\n 140|def categories_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 141| return get_category_summary(conn, month)\\n 142|\\n 143|\\n 144|@router.get(\\\"/accounts\\\")\\n 145|def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 146| return list_budget_accounts(conn, include_archived=include_archived)\\n 147|\\n 148|\\n 149|@router.post(\\\"/accounts/preview\\\")\\n 150|def accounts_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 151| return create_budget_account_preview(conn, payload)\\n 152|\\n 153|\\n 154|@router.post(\\\"/accounts/confirm\\\")\\n 155|def accounts_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 156| return confirm_create_budget_account(conn, payload)\\n 157|\\n 158|\\n 159|@router.post(\\\"/accounts/{account_id}/archive\\\")\\n 160|def accounts_archive(account_id: str, conn: Connection = Depends(get_db)):\\n 161| return archive_budget_account(conn, account_id)\\n 162|\\n 163|\\n 164|@router.get(\\\"/categories\\\")\\n 165|def categories(include_archived: bool = False, grouped: bool = False, conn: Connection = Depends(get_db)):\\n 166| if grouped:\\n 167| return list_category_tree_grouped(conn, include_archived=include_archived)\\n 168| return list_categories(conn, include_archived=include_archived)\\n 169|\\n 170|\\n 171|@router.get(\\\"/categories/tree\\\")\\n 172|def category_tree(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 173| return list_category_tree_grouped(conn, include_archived=include_archived)\\n 174|\\n 175|\\n 176|@router.get(\\\"/tags\\\")\\n 177|def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 178| return list_tags(conn, include_archived=include_archived)\\n 179|\\n 180|\\n 181|@router.post(\\\"/tags/preview\\\")\\n 182|def tags_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 183| return create_tag_preview(conn, payload)\\n 184|\\n 185|\\n 186|@router.post(\\\"/tags/confirm\\\")\\n 187|def tags_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 188| return confirm_create_tag(conn, payload)\\n 189|\\n 190|\\n 191|@router.post(\\\"/tags/{tag_id}/archive\\\")\\n 192|def tags_archive(tag_id: str, conn: Connection = Depends(get_db)):\\n 193| return archive_tag(conn, tag_id)\\n 194|\\n 195|\\n 196|@router.get(\\\"/plans\\\")\\n 197|def plans(month: str | None = None, include_archived: bool = True, conn: Connection = Depends(get_db)):\\n 198| return list_budget_plan_items(conn, month=month, include_archived=include_archived)\\n 199|\\n 200|\\n 201|@router.post(\\\"/plans/preview\\\")\\n 202|def plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 203| return create_budget_plan_item_preview(conn, payload)\\n 204|\\n 205|\\n 206|@router.post(\\\"/plans/confirm\\\")\\n 207|def plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 208| return confirm_budget_plan_item(conn, payload)\\n 209|\\n 210|\\n 211|@router.get(\\\"/seed-candidates\\\")\\n 212|def seed_candidates(status: str | None = None, candidate_type: str | None = None, conn: Connection = Depends(get_db)):\\n 213| return list_seed_candidates(conn, status=status, candidate_type=candidate_type)\\n 214|\\n 215|\\n 216|@router.get(\\\"/transaction-candidates\\\")\\n 217|def transaction_candidates(status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, conn: Connection = Depends(get_db)):\\n 218| return list_transaction_candidates(conn, status=status, tab=tab, source_type=source_type, category_id=category_id, merchant=merchant, rule=rule, min_confidence=min_confidence, date_from=date_from, date_to=date_to, amount_min=amount_min, amount_max=amount_max, sort_by=sort_by, sort_dir=sort_dir, budget_year=budget_year, include_reference=include_reference)\\n 219|\\n 220|\\n 221|@router.get(\\\"/transaction-candidates/summary\\\")\\n 222|def transaction_candidates_summary(budget_year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 223| return review_candidate_summary(conn, budget_year=budget_year)\\n 224|\\n 225|\\n 226|@router.post(\\\"/transaction-candidates/generate\\\")\\n 227|def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\\n 228| source_type = payload.get(\\\"source_type\\\") or \\\"csv_seed\\\"\\n 229| rows = payload.get(\\\"rows\\\") or []\\n 230| if source_type == \\\"credit_card_csv\\\":\\n 231| return seed_credit_card_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Credit card CSV\\\", subscription_category_id=payload.get(\\\"subscription_category_id\\\"), migros_covered=payload.get(\\\"migros_covered\\\", True))\\n 232| if source_type == \\\"migros_csv\\\":\\n 233| return seed_migros_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Migros CSV\\\", auto_category_id=payload.get(\\\"auto_category_id\\\"), threshold_chf=str(payload.get(\\\"threshold_chf\\\") or \\\"50.00\\\"))\\n 234| if source_type == \\\"bank_csv\\\":\\n 235| return seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Bank CSV\\\", income_category_id=payload.get(\\\"income_category_id\\\"))\\n 236| if payload.get(\\\"csv_text\\\"):\\n 237| return seed_transaction_candidates_from_csv_text(conn, payload[\\\"csv_text\\\"], source_file_label=payload.get(\\\"source_file_label\\\") or \\\"CSV Import\\\", source_type=source_type)\\n 238| return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Budget Import\\\", source_type=source_type)\\n 239|\\n 240|\\n 241|@router.post(\\\"/transaction-candidates/migros-2026/preview\\\")\\n 242|def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 243| return preview_migros_receipts_2026(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 244|\\n 245|\\n 246|@router.post(\\\"/transaction-candidates/migros-2026/confirm\\\")\\n 247|def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 248| return confirm_migros_receipts_2026(conn, account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), year=str(payload.get(\\\"year\\\") or \\\"2026\\\"))\\n 249|\\n 250|\\n 251|@router.post(\\\"/transaction-candidates/{candidate_id}/preview\\\")\\n 252|def transaction_candidates_preview(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 253| return preview_transaction_candidate(conn, candidate_id, payload or {})\\n 254|\\n 255|\\n 256|@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\n 257|def transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 258| return confirm_transaction_candidate(conn, candidate_id, payload)\\n 259|\\n 260|\\n 261|@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n 262|def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 263| return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 264|\\n 265|\\n 266|@router.post(\\\"/transaction-candidates/{candidate_id}/reopen\\\")\\n 267|def transaction_candidates_reopen(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 268| return reopen_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 269|\\n 270|\\n 271|@router.post(\\\"/transaction-candidates/{candidate_id}/category\\\")\\n 272|def transaction_candidates_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 273| return update_transaction_candidate_category(conn, candidate_id, payload.get(\\\"category_id\\\"), payload.get(\\\"note\\\"))\\n 274|\\n 275|\\n 276|@router.post(\\\"/transaction-candidates/bulk-category\\\")\\n 277|def transaction_candidates_bulk_category(payload: dict, conn: Connection = Depends(get_db)):\\n 278| category_id = str(payload.get(\\\"category_id\\\") or \\\"\\\")\\n 279| return bulk_update_transaction_candidate_category(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], category_id=category_id, note=payload.get(\\\"note\\\"))\\n 280|\\n 281|\\n 282|@router.post(\\\"/transaction-candidates/{candidate_id}/split\\\")\\n 283|def transaction_candidates_split(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 284| return create_candidate_split(conn, candidate_id, payload.get(\\\"splits\\\") or [])\\n 285|\\n 286|\\n 287|@router.post(\\\"/transaction-candidates/{candidate_id}/split/confirm\\\")\\n 288|def transaction_candidates_split_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 289| return confirm_candidate_split(conn, candidate_id, payload)\\n 290|\\n 291|\\n 292|@router.post(\\\"/transaction-candidates/{candidate_id}/category/create\\\")\\n 293|def transaction_candidates_create_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 294| return create_review_category_for_candidate(conn, candidate_id, payload)\\n 295|\\n 296|\\n 297|@router.post(\\\"/transaction-candidates/{candidate_id}/transfer\\\")\\n 298|def transaction_candidates_transfer(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 299| return mark_candidate_transfer(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 300|\\n 301|\\n 302|@router.post(\\\"/transaction-candidates/batch-confirm-safe/preview\\\")\\n 303|def transaction_candidates_batch_confirm_safe_preview(conn: Connection = Depends(get_db)):\\n 304| return preview_safe_auto_candidates(conn)\\n 305|\\n 306|\\n 307|@router.post(\\\"/transaction-candidates/batch/preview\\\")\\n 308|def transaction_candidates_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 309| return preview_batch_confirm_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 310|\\n 311|\\n 312|@router.post(\\\"/transaction-candidates/batch\\\")\\n 313|def transaction_candidates_batch(payload: dict, conn: Connection = Depends(get_db)):\\n 314| return batch_mark_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], action=str(payload.get(\\\"action\\\") or \\\"\\\"), account_id=payload.get(\\\"account_id\\\"), category_id=payload.get(\\\"category_id\\\"), preview_id=payload.get(\\\"preview_id\\\"), note=payload.get(\\\"note\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 315|\\n 316|\\n 317|@router.post(\\\"/transaction-candidates/archive-reference-year\\\")\\n 318|def transaction_candidates_archive_reference(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 319| payload = payload or {}\\n 320| return archive_reference_year_candidates(conn, active_year=str(payload.get(\\\"active_year\\\") or \\\"2026\\\"), reference_year=str(payload.get(\\\"reference_year\\\") or \\\"2025\\\"))\\n 321|\\n 322|\\n 323|@router.post(\\\"/transaction-candidates/batch-confirm-safe\\\")\\n 324|def transaction_candidates_batch_confirm_safe(payload: dict, conn: Connection = Depends(get_db)):\\n 325| account_id = str(payload.get(\\\"account_id\\\") or \\\"\\\")\\n 326| return batch_confirm_safe_candidates(conn, account_id=account_id, candidate_ids=payload.get(\\\"candidate_ids\\\") or None)\\n 327|\\n 328|\\n 329|@router.post(\\\"/seed-candidates/generate\\\")\\n 330|def seed_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\\n 331| return seed_budget_candidates_from_rows(conn, payload.get(\\\"workbook_rows\\\") or {}, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Budget workbook\\\")\\n 332|\\n 333|\\n 334|@router.post(\\\"/seed-candidates/{seed_candidate_id}/preview\\\")\\n 335|def seed_candidates_preview(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 336| return preview_seed_candidate(conn, seed_candidate_id, payload or {})\\n 337|\\n 338|\\n 339|@router.post(\\\"/seed-candidates/{seed_candidate_id}/confirm\\\")\\n 340|def seed_candidates_confirm(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 341| return confirm_seed_candidate(conn, seed_candidate_id, payload)\\n 342|\\n 343|\\n 344|@router.post(\\\"/seed-candidates/{seed_candidate_id}/ignore\\\")\\n 345|def seed_candidates_ignore(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 346| return ignore_seed_candidate(conn, seed_candidate_id, (payload or {}).get(\\\"note\\\"))\\n 347|\\n 348|\\n 349|@router.post(\\\"/seed-candidates/{seed_candidate_id}/reopen\\\")\\n 350|def seed_candidates_reopen(seed_candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 351| return reopen_seed_candidate(conn, seed_candidate_id, (payload or {}).get(\\\"note\\\"))\\n 352|\\n 353|\\n 354|@router.post(\\\"/seed-candidates/{seed_candidate_id}/status\\\")\\n 355|def seed_candidates_status(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 356| return set_seed_candidate_status(conn, seed_candidate_id, payload.get(\\\"status\\\"), payload.get(\\\"note\\\"))\\n 357|\\n 358|\\n 359|@router.post(\\\"/seed-candidates/{seed_candidate_id}/convert-unclean\\\")\\n 360|def seed_candidates_convert_unclean(seed_candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 361| return convert_unclean_range(conn, seed_candidate_id, payload.get(\\\"target_type\\\"), payload)\\n 362|\\n 363|\\n 364|@router.post(\\\"/seed-candidates/categories/preview-clear-takeover\\\")\\n 365|def seed_candidates_categories_preview_clear_takeover(conn: Connection = Depends(get_db)):\\n 366| return preview_clear_category_takeover(conn)\\n 367|\\n 368|\\n 369|@router.post(\\\"/seed-candidates/categories/confirm-clear-takeover\\\")\\n 370|def seed_candidates_categories_confirm_clear_takeover(conn: Connection = Depends(get_db)):\\n 371| return confirm_clear_category_takeover(conn)\\n 372|\\n 373|\\n 374|@router.post(\\\"/seed-candidates/budget-plans/preview-takeover\\\")\\n 375|def seed_candidates_budget_plans_preview_takeover(conn: Connection = Depends(get_db)):\\n 376| return preview_budget_plan_takeover(conn)\\n 377|\\n 378|\\n 379|@router.post(\\\"/seed-candidates/budget-plans/confirm-takeover\\\")\\n 380|def seed_candidates_budget_plans_confirm_takeover(conn: Connection = Depends(get_db)):\\n 381| return confirm_budget_plan_takeover(conn)\\n 382|\\n 383|\\n 384|@router.post(\\\"/categories/preview\\\")\\n 385|def categories_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 386| return create_category_preview(conn, payload)\\n 387|\\n 388|\\n 389|@router.post(\\\"/categories/confirm\\\")\\n 390|def categories_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 391| return confirm_create_category(conn, payload)\\n 392|\\n 393|\\n 394|@router.post(\\\"/categories/{category_id}/update\\\")\\n 395|def categories_update(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 396| return update_category(conn, category_id, payload)\\n 397|\\n 398|\\n 399|@router.post(\\\"/categories/{category_id}/archive\\\")\\n 400|def categories_archive(category_id: str, conn: Connection = Depends(get_db)):\\n 401| return archive_category(conn, category_id)\\n 402|\\n 403|\\n 404|@router.post(\\\"/categories/{category_id}/delete-empty\\\")\\n 405|def categories_delete_empty(category_id: str, conn: Connection = Depends(get_db)):\\n 406| return delete_empty_category(conn, category_id)\\n 407|\\n 408|\\n 409|@router.post(\\\"/categories/merge/preview\\\")\\n 410|def categories_merge_preview(conn: Connection = Depends(get_db)):\\n 411| return preview_category_merges(conn)\\n 412|\\n 413|\\n 414|@router.post(\\\"/categories/merge/confirm\\\")\\n 415|def categories_merge_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 416| return confirm_category_merge(conn, payload)\\n 417|\\n 418|\\n 419|@router.get(\\\"/rules\\\")\\n 420|def rules(include_inactive: bool = False, conn: Connection = Depends(get_db)):\\n 421| return list_budget_rules(conn, include_inactive=include_inactive)\\n 422|\\n 423|\\n 424|@router.post(\\\"/rules\\\")\\n 425|def rules_create(payload: dict, conn: Connection = Depends(get_db)):\\n 426| return create_budget_rule(conn, payload)\\n 427|\\n 428|\\n 429|@router.post(\\\"/rules/{rule_id}/deactivate\\\")\\n 430|def rules_deactivate(rule_id: str, conn: Connection = Depends(get_db)):\\n 431| return deactivate_budget_rule(conn, rule_id)\\n 432|\\n 433|\\n 434|@router.post(\\\"/rules/{rule_id}/test\\\")\\n 435|def rules_test(rule_id: str, conn: Connection = Depends(get_db)):\\n 436| return test_budget_rule(conn, rule_id)\\n 437|\\n 438|\\n 439|@router.post(\\\"/rules/{rule_id}/apply\\\")\\n 440|def rules_apply(rule_id: str, conn: Connection = Depends(get_db)):\\n 441| return apply_budget_rules_to_open_candidates(conn, rule_id)\\n 442|\\n 443|\\n 444|@router.get(\\\"/transactions\\\")\\n 445|def transactions(month: str | None = None, year: str | None = \\\"2026\\\", account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = None, merchant: str | None = None, tag: str | None = None, status: str | None = None, source_type: str | None = None, search: str | None = None, conn: Connection = Depends(get_db)):\\n 446| return list_budget_transactions(conn, month=month, year=year, account_id=account_id, category_id=category_id, transaction_type=transaction_type, merchant=merchant, tag=tag, status=status, source_type=source_type, search=search)\\n 447|\\n 448|\\n 449|@router.post(\\\"/transactions/preview\\\")\\n 450|def transactions_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 451| return create_budget_transaction_preview(conn, payload)\\n 452|\\n 453|\\n 454|@router.post(\\\"/transactions/confirm\\\")\\n 455|def transactions_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 456| return confirm_budget_transaction(conn, payload)\\n 457|\\n 458|\\n 459|@router.post(\\\"/transactions/{transaction_id}/update\\\")\\n 460|def transactions_update(transaction_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 461| return update_budget_transaction(conn, transaction_id, payload)\\n 462|\\n 463|\\n 464|@router.post(\\\"/transactions/{transaction_id}/reverse/preview\\\")\\n 465|def transactions_reverse_preview(transaction_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 466| return reverse_budget_transaction_preview(conn, transaction_id, payload or {})\\n 467|\\n 468|\\n 469|@router.post(\\\"/transactions/{transaction_id}/reverse/confirm\\\")\\n 470|def transactions_reverse_confirm(transaction_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 471| return confirm_reverse_budget_transaction(conn, transaction_id, payload)\\n 472|\\n 473|\\n 474|@router.post(\\\"/transfers/preview\\\")\\n 475|def transfers_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 476| return create_transfer_preview(conn, payload)\\n 477|\\n 478|\\n 479|@router.post(\\\"/transfers/confirm\\\")\\n 480|def transfers_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 481| return confirm_transfer(conn, payload)\\n 482|\", \"total_lines\": 481, \"file_size\": 21938, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_WUF4QaLlApNfPUELINdNHeJz" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from datetime import date\\n 4|from decimal import Decimal\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.services.budget_common import row_to_dict\\n 8|from jarvis_finance.services.budget_transactions import list_budget_transactions\\n 9|\\n 10|\\n 11|def _current_month(conn: Connection) -> str:\\n 12| tx = conn.execute(\\\"SELECT substr(MAX(transaction_date),1,7) AS month FROM budget_transactions\\\").fetchone()\\n 13| if tx and tx[\\\"month\\\"]:\\n 14| return tx[\\\"month\\\"]\\n 15| plan = conn.execute(\\\"SELECT MIN(plan_month) AS month FROM budget_plan_items WHERE is_active=1\\\").fetchone()\\n 16| if plan and plan[\\\"month\\\"]:\\n 17| return plan[\\\"month\\\"]\\n 18| return conn.execute(\\\"SELECT substr(date('now'),1,7)\\\").fetchone()[0]\\n 19|\\n 20|\\n 21|def _amount(row) -> Decimal:\\n 22| return Decimal(str(row[\\\"amount_chf\\\"] or row[\\\"amount_original\\\"] or \\\"0\\\"))\\n 23|\\n 24|\\n 25|def _monthly_plan_amount(plan) -> Decimal:\\n 26| if plan[\\\"monthly_amount_chf\\\"]:\\n 27| return Decimal(str(plan[\\\"monthly_amount_chf\\\"]))\\n 28| if plan[\\\"annual_amount_chf\\\"]:\\n 29| return Decimal(str(plan[\\\"annual_amount_chf\\\"])) / Decimal(\\\"12\\\")\\n 30| return Decimal(\\\"0\\\")\\n 31|\\n 32|\\n 33|def _annual_plan_amount(plan) -> Decimal:\\n 34| if plan[\\\"annual_amount_chf\\\"]:\\n 35| return Decimal(str(plan[\\\"annual_amount_chf\\\"]))\\n 36| if plan[\\\"monthly_amount_chf\\\"]:\\n 37| return Decimal(str(plan[\\\"monthly_amount_chf\\\"])) * Decimal(\\\"12\\\")\\n 38| return Decimal(\\\"0\\\")\\n 39|\\n 40|\\n 41|def _fmt(value: Decimal) -> str:\\n 42| return format(value.quantize(Decimal(\\\"0.01\\\")), \\\"f\\\")\\n 43|\\n 44|\\n 45|def _category_meta(conn: Connection) -> dict[str, dict]:\\n 46| rows = conn.execute(\\\"SELECT category_id, parent_category_id, name, category_type, sort_order FROM budget_categories WHERE is_active=1\\\").fetchall()\\n 47| return {str(r[\\\"category_id\\\"]): row_to_dict(r) for r in rows}\\n 48|\\n 49|\\n 50|def _ancestor_ids(category_id: str | None, meta: dict[str, dict]) -> list[str]:\\n 51| if not category_id or category_id not in meta:\\n 52| return []\\n 53| out: list[str] = []\\n 54| parent = meta[category_id].get(\\\"parent_category_id\\\")\\n 55| seen: set[str] = set()\\n 56| while parent and parent in meta and parent not in seen:\\n 57| out.append(str(parent))\\n 58| seen.add(str(parent))\\n 59| parent = meta[str(parent)].get(\\\"parent_category_id\\\")\\n 60| return out\\n 61|\\n 62|\\n 63|def get_monthly_summary(conn: Connection, month: str | None = None) -> dict:\\n 64| selected_month = month or _current_month(conn)\\n 65| rows = conn.execute(\\\"SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?\\\", (selected_month,)).fetchall()\\n 66| income = Decimal(\\\"0\\\")\\n 67| expense = Decimal(\\\"0\\\")\\n 68| for row in rows:\\n 69| amount = _amount(row)\\n 70| if row[\\\"transaction_type\\\"] in {\\\"income\\\", \\\"refund\\\"}:\\n 71| income += amount\\n 72| elif row[\\\"transaction_type\\\"] in {\\\"expense\\\", \\\"fee\\\"}:\\n 73| expense += amount\\n 74| return {\\\"month\\\": selected_month, \\\"income_chf\\\": _fmt(income), \\\"expense_chf\\\": _fmt(expense), \\\"net_cashflow_chf\\\": _fmt(income - expense), \\\"transaction_count\\\": len(rows)}\\n 75|\\n 76|\\n 77|def get_category_summary(conn: Connection, month: str | None = None) -> list[dict]:\\n 78| selected_month = month or _current_month(conn)\\n 79| rows = conn.execute(\\n 80| \\\"\\\"\\\"\\n 81| SELECT COALESCE(c.category_id, 'uncategorized') AS summary_category_id,\\n 82| COALESCE(c.name, 'Unkategorisiert') AS summary_category_name,\\n 83| t.transaction_type,\\n 84| t.amount_chf,\\n 85| t.amount_original,\\n 86| COUNT(*) AS count\\n 87| FROM budget_transactions t\\n 88| LEFT JOIN budget_categories c ON c.category_id=t.category_id\\n 89| WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=?\\n 90| AND t.transaction_type IN ('income','expense','refund','fee')\\n 91| GROUP BY COALESCE(c.category_id, 'uncategorized'), COALESCE(c.name, 'Unkategorisiert'), t.transaction_type, t.amount_chf, t.amount_original\\n 92| \\\"\\\"\\\",\\n 93| (selected_month,),\\n 94| ).fetchall()\\n 95| totals: dict[str, dict] = {}\\n 96| for row in rows:\\n 97| item = totals.setdefault(row[\\\"summary_category_id\\\"], {\\\"category_id\\\": row[\\\"summary_category_id\\\"], \\\"category_name\\\": row[\\\"summary_category_name\\\"], \\\"amount_chf\\\": Decimal(\\\"0\\\"), \\\"transaction_count\\\": 0})\\n 98| item[\\\"amount_chf\\\"] += Decimal(str(row[\\\"amount_chf\\\"] or row[\\\"amount_original\\\"] or \\\"0\\\"))\\n 99| item[\\\"transaction_count\\\"] += int(row[\\\"count\\\"])\\n 100| result = list(totals.values())\\n 101| result.sort(key=lambda x: x[\\\"amount_chf\\\"], reverse=True)\\n 102| return [{**r, \\\"amount_chf\\\": _fmt(r[\\\"amount_chf\\\"])} for r in result]\\n 103|\\n 104|\\n 105|def _months_denominator(year: str, months_with_bookings: int) -> int:\\n 106| today = date.today()\\n 107| if str(today.year) == year:\\n 108| elapsed = today.month\\n 109| else:\\n 110| elapsed = 12\\n 111| return max(1, min(12, max(months_with_bookings, elapsed)))\\n 112|\\n 113|\\n 114|def _status(category_type: str, budget_year: Decimal, forecast_year: Decimal, actual_year: Decimal, months_with_bookings: int) -> str:\\n 115| if budget_year <= 0 and actual_year > 0:\\n 116| return \\\"ohne Budget\\\"\\n 117| if actual_year == 0 or months_with_bookings == 0 or budget_year <= 0:\\n 118| return \\\"Noch keine Daten\\\"\\n 119| ratio = forecast_year / budget_year\\n 120| if category_type == \\\"income\\\":\\n 121| if ratio >= Decimal(\\\"1\\\"):\\n 122| return \\\"Grün\\\"\\n 123| if ratio >= Decimal(\\\"0.90\\\"):\\n 124| return \\\"Gelb\\\"\\n 125| return \\\"Rot\\\"\\n 126| if ratio > Decimal(\\\"1.15\\\"):\\n 127| return \\\"Kritisch\\\"\\n 128| if ratio > Decimal(\\\"1\\\"):\\n 129| return \\\"Rot\\\"\\n 130| if ratio >= Decimal(\\\"0.90\\\"):\\n 131| return \\\"Gelb\\\"\\n 132| return \\\"Grün\\\"\\n 133|\\n 134|\\n 135|def _month_status(category_type: str, actual: Decimal, budget: Decimal) -> tuple[str, str]:\\n 136| if budget <= 0 and actual > 0:\\n 137| return \\\"ohne Budget\\\", \\\"slate\\\"\\n 138| if budget <= 0 or actual == 0:\\n 139| return \\\"Noch keine Daten\\\", \\\"slate\\\"\\n 140| ratio = actual / budget\\n 141| if category_type == \\\"income\\\":\\n 142| if ratio >= Decimal(\\\"1\\\"):\\n 143| return \\\"Grün\\\", \\\"green\\\"\\n 144| if ratio >= Decimal(\\\"0.90\\\"):\\n 145| return \\\"Gelb\\\", \\\"yellow\\\"\\n 146| return \\\"Rot\\\", \\\"red\\\"\\n 147| if ratio > Decimal(\\\"1\\\"):\\n 148| return \\\"Rot\\\", \\\"red\\\"\\n 149| if ratio >= Decimal(\\\"0.90\\\"):\\n 150| return \\\"Gelb\\\", \\\"yellow\\\"\\n 151| return \\\"Grün\\\", \\\"green\\\"\\n 152|\\n 153|\\n 154|def _monthly_analysis(category_type: str, year: str, budget_month: Decimal, monthly: dict[str, Decimal]) -> list[dict]:\\n 155| labels = [\\\"Jan\\\", \\\"Feb\\\", \\\"Mrz\\\", \\\"Apr\\\", \\\"Mai\\\", \\\"Jun\\\", \\\"Jul\\\", \\\"Aug\\\", \\\"Sep\\\", \\\"Okt\\\", \\\"Nov\\\", \\\"Dez\\\"]\\n 156| out = []\\n 157| for idx, label in enumerate(labels, start=1):\\n 158| key = f\\\"{idx:02d}\\\"\\n 159| actual = monthly.get(key, Decimal(\\\"0\\\"))\\n 160| status, color = _month_status(category_type, actual, budget_month)\\n 161| out.append({\\n 162| \\\"month\\\": f\\\"{year}-{key}\\\",\\n 163| \\\"month_label\\\": label,\\n 164| \\\"actual_chf\\\": _fmt(actual),\\n 165| \\\"budget_chf\\\": _fmt(budget_month),\\n 166| \\\"difference_chf\\\": _fmt(actual - budget_month),\\n 167| \\\"status\\\": status,\\n 168| \\\"bar_color\\\": color,\\n 169| })\\n 170| return out\\n 171|\\n 172|\\n 173|def get_budget_status_by_category(conn: Connection, *, year: str = \\\"2026\\\") -> list[dict]:\\n 174| meta = _category_meta(conn)\\n 175| plan_rows = conn.execute(\\n 176| \\\"\\\"\\\"\\n 177| SELECT p.*, c.name AS category_name, c.category_type, c.sort_order\\n 178| FROM budget_plan_items p\\n 179| JOIN budget_categories c ON c.category_id=p.category_id\\n 180| WHERE p.is_active=1 AND c.is_active=1 AND substr(p.plan_month,1,4)=?\\n 181| ORDER BY c.sort_order, c.name, p.name\\n 182| \\\"\\\"\\\",\\n 183| (year,),\\n 184| ).fetchall()\\n 185| tx_rows = conn.execute(\\n 186| \\\"\\\"\\\"\\n 187| SELECT category_id, transaction_date, COALESCE(amount_chf, amount_original, '0') AS amount\\n 188| FROM budget_transactions\\n 189| WHERE status='confirmed' AND substr(transaction_date,1,4)=?\\n 190| AND transaction_type IN ('income','refund','expense','fee')\\n 191| \\\"\\\"\\\",\\n 192| (year,),\\n 193| ).fetchall()\\n 194| actual: dict[str, tuple[Decimal, set[str]]] = {}\\n 195| monthly_actuals: dict[str, dict[str, Decimal]] = {}\\n 196| rollup_child_ids: dict[str, set[str]] = {}\\n 197|\\n 198| def add_actual(category_id: str, amount: Decimal, month_no: str, source_child: str | None = None) -> None:\\n 199| total, months = actual.get(category_id, (Decimal(\\\"0\\\"), set()))\\n 200| months.add(month_no)\\n 201| actual[category_id] = (total + amount, months)\\n 202| monthly_actuals.setdefault(category_id, {})[month_no] = monthly_actuals.setdefault(category_id, {}).get(month_no, Decimal(\\\"0\\\")) + amount\\n 203| if source_child:\\n 204| rollup_child_ids.setdefault(category_id, set()).add(source_child)\\n 205|\\n 206| grouped: dict[str, dict] = {}\\n 207| for row in tx_rows:\\n 208| category_id = str(row[\\\"category_id\\\"] or \\\"\\\")\\n 209| if not category_id or category_id not in meta:\\n 210| continue\\n 211| amount = Decimal(str(row[\\\"amount\\\"] or \\\"0\\\"))\\n 212| month_no = str(row[\\\"transaction_date\\\"] or \\\"\\\")[5:7]\\n 213| add_actual(category_id, amount, month_no)\\n 214| cat = meta[category_id]\\n 215| grouped.setdefault(category_id, {\\\"category_id\\\": category_id, \\\"category\\\": cat[\\\"name\\\"], \\\"category_type\\\": cat[\\\"category_type\\\"], \\\"sort_order\\\": cat.get(\\\"sort_order\\\") or 999, \\\"budget_month\\\": Decimal(\\\"0\\\"), \\\"budget_year\\\": Decimal(\\\"0\\\"), \\\"plans\\\": [], \\\"has_plan\\\": False, \\\"is_rollup\\\": False})\\n 216| for ancestor_id in _ancestor_ids(category_id, meta):\\n 217| ancestor = meta[ancestor_id]\\n 218| add_actual(ancestor_id, amount, month_no, category_id)\\n 219| grouped.setdefault(ancestor_id, {\\\"category_id\\\": ancestor_id, \\\"category\\\": ancestor[\\\"name\\\"], \\\"category_type\\\": ancestor[\\\"category_type\\\"], \\\"sort_order\\\": ancestor.get(\\\"sort_order\\\") or 999, \\\"budget_month\\\": Decimal(\\\"0\\\"), \\\"budget_year\\\": Decimal(\\\"0\\\"), \\\"plans\\\": [], \\\"has_plan\\\": False, \\\"is_rollup\\\": True})[\\\"is_rollup\\\"] = True\\n 220|\\n 221| for plan in plan_rows:\\n 222| category_id = str(plan[\\\"category_id\\\"])\\n 223| item = grouped.setdefault(category_id, {\\n 224| \\\"category_id\\\": category_id,\\n 225| \\\"category\\\": plan[\\\"category_name\\\"],\\n 226| \\\"category_type\\\": plan[\\\"category_type\\\"],\\n 227| \\\"sort_order\\\": plan[\\\"sort_order\\\"] or 999,\\n 228| \\\"budget_month\\\": Decimal(\\\"0\\\"),\\n 229| \\\"budget_year\\\": Decimal(\\\"0\\\"),\\n 230| \\\"plans\\\": [],\\n 231| \\\"has_plan\\\": False,\\n 232| \\\"is_rollup\\\": bool(rollup_child_ids.get(category_id)),\\n 233| })\\n 234| bm = _monthly_plan_amount(plan)\\n 235| by = _annual_plan_amount(plan)\\n 236| item[\\\"budget_month\\\"] += bm\\n 237| item[\\\"budget_year\\\"] += by\\n 238| item[\\\"plans\\\"].append(plan[\\\"name\\\"])\\n 239| item[\\\"has_plan\\\"] = True\\n 240| results: list[dict] = []\\n 241| for category_id, item in grouped.items():\\n 242| actual_year, month_set = actual.get(category_id, (Decimal(\\\"0\\\"), set()))\\n 243| months = len(month_set)\\n 244| if actual_year == 0 and not item[\\\"has_plan\\\"]:\\n 245| continue\\n 246| denom = _months_denominator(year, months)\\n 247| actual_avg = actual_year / Decimal(denom)\\n 248| forecast_year = actual_avg * Decimal(\\\"12\\\") if actual_year else Decimal(\\\"0\\\")\\n 249| forecast_month = forecast_year / Decimal(\\\"12\\\") if forecast_year else Decimal(\\\"0\\\")\\n 250| deviation = forecast_year - item[\\\"budget_year\\\"]\\n 251| status = _status(item[\\\"category_type\\\"], item[\\\"budget_year\\\"], forecast_year, actual_year, months)\\n 252| category_monthly = monthly_actuals.get(category_id, {})\\n 253| results.append({\\n 254| \\\"category_id\\\": category_id,\\n 255| \\\"category\\\": item[\\\"category\\\"],\\n 256| \\\"category_type\\\": item[\\\"category_type\\\"],\\n 257| \\\"budget_month\\\": _fmt(item[\\\"budget_month\\\"]) if item[\\\"has_plan\\\"] else None,\\n 258| \\\"budget_year\\\": _fmt(item[\\\"budget_year\\\"]) if item[\\\"has_plan\\\"] else None,\\n 259| \\\"has_budget\\\": bool(item[\\\"has_plan\\\"]),\\n 260| \\\"actual_year_to_date\\\": _fmt(actual_year),\\n 261| \\\"monthly_actuals\\\": {f\\\"{m:02d}\\\": _fmt(category_monthly.get(f\\\"{m:02d}\\\", Decimal(\\\"0\\\"))) for m in range(1, 13)},\\n 262| \\\"monthly_analysis\\\": _monthly_analysis(item[\\\"category_type\\\"], year, item[\\\"budget_month\\\"] if item[\\\"has_plan\\\"] else Decimal(\\\"0\\\"), category_monthly),\\n 263| \\\"actual_avg_month\\\": _fmt(actual_avg),\\n 264| \\\"forecast_year\\\": _fmt(forecast_year),\\n 265| \\\"forecast_avg_month\\\": _fmt(forecast_month),\\n 266| \\\"deviation_year\\\": _fmt(deviation),\\n 267| \\\"deviation_month\\\": _fmt(deviation / Decimal(\\\"12\\\")),\\n 268| \\\"status\\\": status,\\n 269| \\\"status_hint\\\": \\\"Ausgaben vorhanden, aber kein Budgetplan\\\" if status == \\\"ohne Budget\\\" and item[\\\"category_type\\\"] != \\\"income\\\" else (\\\"Einnahmen vorhanden, aber kein Budgetplan\\\" if status == \\\"ohne Budget\\\" else \\\"\\\"),\\n 270| \\\"months_with_bookings\\\": months,\\n 271| \\\"plan_names\\\": item[\\\"plans\\\"],\\n 272| \\\"is_rollup\\\": bool(item.get(\\\"is_rollup\\\")),\\n 273| \\\"rollup_child_count\\\": len(rollup_child_ids.get(category_id, set())),\\n 274| })\\n 275| results.sort(key=lambda r: (0 if r[\\\"category_type\\\"] == \\\"income\\\" else 1, meta.get(r[\\\"category_id\\\"], {}).get(\\\"sort_order\\\") or 999, r[\\\"category\\\"]))\\n 276| return results\\n 277|\\n 278|\\n 279|def get_category_month_detail(conn: Connection, *, category_id: str, month: str) -> dict:\\n 280| if not category_id or not month or len(month) < 7:\\n 281| raise ValueError(\\\"category_id and month YYYY-MM are required\\\")\\n 282| cat = conn.execute(\\\"SELECT category_id, name, category_type FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 283| if not cat:\\n 284| raise ValueError(\\\"category not found\\\")\\n 285| year = month[:4]\\n 286| plan_rows = conn.execute(\\n 287| \\\"\\\"\\\"\\n 288| SELECT * FROM budget_plan_items\\n 289| WHERE is_active=1 AND category_id=? AND substr(plan_month,1,4)=?\\n 290| \\\"\\\"\\\",\\n 291| (category_id, year),\\n 292| ).fetchall()\\n 293| budget_month = sum((_monthly_plan_amount(p) for p in plan_rows), Decimal(\\\"0\\\"))\\n 294| tx_rows = conn.execute(\\n 295| \\\"\\\"\\\"\\n 296| SELECT t.*, a.name AS account_name, c.name AS category_name,\\n 297| COALESCE(li.line_item_count, 0) AS line_item_count\\n 298| FROM budget_transactions t\\n 299| JOIN budget_accounts a ON a.budget_account_id=t.account_id\\n 300| LEFT JOIN budget_categories c ON c.category_id=t.category_id\\n 301| LEFT JOIN (\\n 302| SELECT transaction_candidate_id, COUNT(*) AS line_item_count\\n 303| FROM budget_import_line_items\\n 304| GROUP BY transaction_candidate_id\\n 305| ) li ON li.transaction_candidate_id=t.source_candidate_id\\n 306| WHERE t.status='confirmed' AND t.category_id=? AND substr(t.transaction_date,1,7)=?\\n 307| AND t.transaction_type IN ('expense','fee','income','refund')\\n 308| ORDER BY t.transaction_date, t.created_at\\n 309| \\\"\\\"\\\",\\n 310| (category_id, month),\\n 311| ).fetchall()\\n 312| actual = sum((Decimal(str(r[\\\"amount_chf\\\"] or r[\\\"amount_original\\\"] or \\\"0\\\")) for r in tx_rows), Decimal(\\\"0\\\"))\\n 313| difference = actual - budget_month\\n 314| diff_pct = Decimal(\\\"0\\\") if budget_month == 0 else (difference / budget_month * Decimal(\\\"100\\\"))\\n 315| status, color = _month_status(str(cat[\\\"category_type\\\"]), actual, budget_month)\\n 316| grouped: dict[str, Decimal] = {}\\n 317| for row in tx_rows:\\n 318| label = str(row[\\\"payee\\\"] or row[\\\"account_name\\\"] or row[\\\"source_type\\\"] or \\\"Quelle\\\")\\n 319| grouped[label] = grouped.get(label, Decimal(\\\"0\\\")) + Decimal(str(row[\\\"amount_chf\\\"] or row[\\\"amount_original\\\"] or \\\"0\\\"))\\n 320| breakdown = []\\n 321| for label, value in sorted(grouped.items(), key=lambda kv: kv[1], reverse=True):\\n 322| share = Decimal(\\\"0\\\") if actual == 0 else (value / actual * Decimal(\\\"100\\\"))\\n 323| breakdown.append({\\\"label\\\": label, \\\"amount_chf\\\": _fmt(value), \\\"share_percent\\\": _fmt(share)})\\n 324| transactions = []\\n 325| for row in tx_rows:\\n 326| item = row_to_dict(row)\\n 327| item[\\\"line_item_count\\\"] = int(row[\\\"line_item_count\\\"] or 0)\\n 328| item[\\\"article_rows_detail_only\\\"] = bool(item[\\\"line_item_count\\\"])\\n 329| transactions.append(item)\\n 330| return {\\n 331| \\\"category_id\\\": category_id,\\n 332| \\\"category\\\": str(cat[\\\"name\\\"]),\\n 333| \\\"category_type\\\": str(cat[\\\"category_type\\\"]),\\n 334| \\\"month\\\": month,\\n 335| \\\"budget_month\\\": _fmt(budget_month),\\n 336| \\\"actual_chf\\\": _fmt(actual),\\n 337| \\\"difference_chf\\\": _fmt(difference),\\n 338| \\\"difference_percent\\\": _fmt(diff_pct),\\n 339| \\\"status\\\": status,\\n 340| \\\"bar_color\\\": color,\\n 341| \\\"breakdown_mode\\\": \\\"merchant\\\" if any(r[\\\"payee\\\"] for r in tx_rows) else \\\"source\\\",\\n 342| \\\"breakdown\\\": breakdown,\\n 343| \\\"transactions\\\": transactions,\\n 344| \\\"expense_filter_url\\\": f\\\"/planning/budget/expenses/actual?year={year}&month={month}&category_id={category_id}\\\",\\n 345| }\\n 346|\\n 347|\\n 348|def get_budget_charts_2026(conn: Connection, *, year: str = \\\"2026\\\") -> dict:\\n 349| cash_rows = conn.execute(\\n 350| \\\"\\\"\\\"\\n 351| SELECT substr(transaction_date,1,7) AS month,\\n 352| SUM(CASE WHEN transaction_type IN ('income','refund') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS income,\\n 353| SUM(CASE WHEN transaction_type IN ('expense','fee') THEN CAST(COALESCE(amount_chf, amount_original, '0') AS REAL) ELSE 0 END) AS expense\\n 354| FROM budget_transactions\\n 355| WHERE status='confirmed' AND substr(transaction_date,1,4)=?\\n 356| GROUP BY substr(transaction_date,1,7)\\n 357| ORDER BY month\\n 358| \\\"\\\"\\\",\\n 359| (year,),\\n 360| ).fetchall()\\n 361| cashflow = []\\n 362| for r in cash_rows:\\n 363| income = Decimal(str(r[\\\"income\\\"] or 0)); expense = Decimal(str(r[\\\"expense\\\"] or 0))\\n 364| cashflow.append({\\\"year\\\": year, \\\"month\\\": r[\\\"month\\\"], \\\"income_chf\\\": _fmt(income), \\\"expense_chf\\\": _fmt(expense), \\\"net_cashflow_chf\\\": _fmt(income - expense)})\\n 365| status_rows = get_budget_status_by_category(conn, year=year)\\n 366| budget_vs_actual = [\\n 367| {\\\"year\\\": year, \\\"category_id\\\": r[\\\"category_id\\\"], \\\"category\\\": r[\\\"category\\\"], \\\"category_type\\\": r[\\\"category_type\\\"], \\\"budget_year\\\": r[\\\"budget_year\\\"], \\\"actual_year_to_date\\\": r[\\\"actual_year_to_date\\\"], \\\"forecast_year\\\": r[\\\"forecast_year\\\"], \\\"status\\\": r[\\\"status\\\"]}\\n 368| for r in status_rows\\n 369| ]\\n 370| overruns = [r for r in budget_vs_actual if r[\\\"status\\\"] in {\\\"Rot\\\", \\\"Kritisch\\\"}]\\n 371| return {\\n 372| \\\"year\\\": year,\\n 373| \\\"empty_state\\\": not cashflow,\\n 374| \\\"cashflow_by_month\\\": cashflow,\\n 375| \\\"budget_vs_actual_by_category\\\": budget_vs_actual,\\n 376| \\\"forecast_overruns\\\": overruns,\\n 377| }\\n 378|\\n 379|\\n 380|def get_income_status(conn: Connection, *, year: str = \\\"2026\\\") -> dict:\\n 381| rows = [r for r in get_budget_status_by_category(conn, year=year) if r[\\\"category_type\\\"] == \\\"income\\\"]\\n 382| def s(key: str) -> Decimal:\\n 383| return sum((Decimal(str(r[key] or \\\"0\\\")) for r in rows), Decimal(\\\"0\\\"))\\n 384| budget_year = s(\\\"budget_year\\\")\\n 385| forecast_year = s(\\\"forecast_year\\\")\\n 386| actual_year = s(\\\"actual_year_to_date\\\")\\n 387| return {\\n 388| \\\"year\\\": year,\\n 389| \\\"planned_income_month\\\": _fmt(s(\\\"budget_month\\\")),\\n 390| \\\"planned_income_year\\\": _fmt(budget_year),\\n 391| \\\"actual_income_year_to_date\\\": _fmt(actual_year),\\n 392| \\\"forecast_income_year\\\": _fmt(forecast_year),\\n 393| \\\"deviation_year\\\": _fmt(forecast_year - budget_year),\\n 394| \\\"status\\\": _status(\\\"income\\\", budget_year, forecast_year, actual_year, max((int(r[\\\"months_with_bookings\\\"]) for r in rows), default=0)),\\n 395| \\\"categories\\\": rows,\\n 396| }\\n 397|\\n 398|\\n 399|def get_budget_overview(conn: Connection, month: str | None = None) -> dict:\\n 400| month = month or _current_month(conn)\\n 401| year = month[:4]\\n 402| monthly = get_monthly_summary(conn, month)\\n 403| rows = conn.execute(\\\"SELECT * FROM budget_transactions WHERE status='confirmed' AND substr(transaction_date,1,7)=?\\\", (month,)).fetchall()\\n 404| review_count = conn.execute(\\n 405| \\\"\\\"\\\"\\n 406| SELECT COUNT(*) FROM budget_transactions t\\n 407| LEFT JOIN budget_transaction_tags tt ON tt.budget_transaction_id=t.budget_transaction_id\\n 408| LEFT JOIN budget_tags tag ON tag.tag_id=tt.tag_id\\n 409| WHERE t.status='confirmed' AND substr(t.transaction_date,1,7)=? AND (t.category_id IS NULL OR tag.name='Review' OR t.fx_status='missing')\\n 410| \\\"\\\"\\\",\\n 411| (month,),\\n 412| ).fetchone()[0]\\n 413| pending_seed_count = conn.execute(\\\"SELECT COUNT(*) FROM budget_seed_candidates WHERE status IN ('pending','needs_review','edited','accepted')\\\").fetchone()[0]\\n 414| pending_tx_candidates = conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status IN ('pending','needs_review')\\\", (year,)).fetchone()[0]\\n 415| uncategorized = sum(1 for r in rows if r[\\\"category_id\\\"] is None and r[\\\"transaction_type\\\"] in {\\\"income\\\", \\\"expense\\\", \\\"refund\\\", \\\"fee\\\"})\\n 416| status_rows = get_budget_status_by_category(conn, year=year)\\n 417| planned_income = sum((Decimal(str(r[\\\"budget_month\\\"] or \\\"0\\\")) for r in status_rows if r[\\\"category_type\\\"] == \\\"income\\\"), Decimal(\\\"0\\\"))\\n 418| planned_expense = sum((Decimal(str(r[\\\"budget_month\\\"] or \\\"0\\\")) for r in status_rows if r[\\\"category_type\\\"] == \\\"expense\\\"), Decimal(\\\"0\\\"))\\n 419| actual_income = Decimal(str(monthly[\\\"income_chf\\\"]))\\n 420| actual_expense = Decimal(str(monthly[\\\"expense_chf\\\"]))\\n 421| planned_net = planned_income - planned_expense\\n 422| actual_net = actual_income - actual_expense\\n 423| remaining_total = planned_expense - actual_expense\\n 424| open_without_actuals = sum(1 for item in status_rows if item[\\\"status\\\"] == \\\"Noch keine Daten\\\")\\n 425| uncategorized_rows = [row_to_dict(r) for r in rows if r[\\\"category_id\\\"] is None and r[\\\"transaction_type\\\"] in {\\\"income\\\", \\\"expense\\\", \\\"refund\\\", \\\"fee\\\"}]\\n 426| return {\\n 427| \\\"current_month\\\": month,\\n 428| **monthly,\\n 429| \\\"review_count\\\": int(review_count),\\n 430| \\\"uncategorized_count\\\": uncategorized,\\n 431| \\\"pending_seed_candidate_count\\\": int(pending_seed_count),\\n 432| \\\"pending_transaction_candidate_count\\\": int(pending_tx_candidates),\\n 433| \\\"planned_income_chf\\\": _fmt(planned_income),\\n 434| \\\"planned_expense_chf\\\": _fmt(planned_expense),\\n 435| \\\"planned_net_chf\\\": _fmt(planned_net),\\n 436| \\\"actual_income_chf\\\": _fmt(actual_income),\\n 437| \\\"actual_expense_chf\\\": _fmt(actual_expense),\\n 438| \\\"actual_net_chf\\\": _fmt(actual_net),\\n 439| \\\"open_categories_without_actuals\\\": open_without_actuals,\\n 440| \\\"planned_budget_chf\\\": _fmt(planned_expense),\\n 441| \\\"remaining_budget_chf\\\": _fmt(remaining_total),\\n 442| \\\"budget_status\\\": \\\"no_plans\\\" if not status_rows else (\\\"no_actuals\\\" if not rows else (\\\"over_budget\\\" if remaining_total < 0 else \\\"ok\\\")),\\n 443| \\\"actuals_label\\\": \\\"noch keine Buchungen\\\" if not rows else \\\"Buchungen vorhanden\\\",\\n 444| \\\"budget_categories\\\": status_rows,\\n 445| \\\"uncategorized_transactions\\\": uncategorized_rows,\\n 446| \\\"top_categories\\\": get_category_summary(conn, month)[:5],\\n 447| \\\"recent_transactions\\\": list_budget_transactions(conn)[:8],\\n 448| }\\n 449|\", \"total_lines\": 448, \"file_size\": 21970, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_4Fs0KE5MGy0rhe0CSXU57Ec8" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from fastapi import HTTPException\\n 7|\\n 8|from jarvis_finance.audit.log import record_audit_event\\n 9|from jarvis_finance.services.budget_common import new_id, now, require_decimal_text, row_to_dict, validate_currency\\n 10|\\n 11|TX_TYPES = {\\\"income\\\", \\\"expense\\\", \\\"transfer\\\", \\\"refund\\\", \\\"fee\\\", \\\"adjustment\\\", \\\"reversal\\\"}\\n 12|\\n 13|\\n 14|def _fx_fields(conn: Connection, currency: str, amount_text: str) -> tuple[str, str | None, str | None]:\\n 15| cur = validate_currency(currency)\\n 16| if cur == \\\"CHF\\\":\\n 17| return \\\"not_needed\\\", \\\"1\\\", amount_text\\n 18| row = conn.execute(\\n 19| \\\"SELECT rate FROM fx_rates WHERE base_currency=? AND quote_currency='CHF' ORDER BY rate_date DESC LIMIT 1\\\",\\n 20| (cur,),\\n 21| ).fetchone()\\n 22| if not row or row[\\\"rate\\\"] in (None, \\\"\\\"):\\n 23| return \\\"missing\\\", None, None\\n 24| rate = Decimal(str(row[\\\"rate\\\"]))\\n 25| return \\\"ok\\\", format(rate, \\\"f\\\"), format(Decimal(amount_text) * rate, \\\"f\\\")\\n 26|\\n 27|\\n 28|def _normalise_tx_payload(conn: Connection, payload: dict, *, force_type: str | None = None) -> dict:\\n 29| account_id = str(payload.get(\\\"account_id\\\") or \\\"\\\").strip()\\n 30| if not conn.execute(\\\"SELECT 1 FROM budget_accounts WHERE budget_account_id=? AND is_active=1\\\", (account_id,)).fetchone():\\n 31| raise HTTPException(status_code=422, detail=\\\"active budget account required\\\")\\n 32| tx_type = force_type or str(payload.get(\\\"transaction_type\\\") or \\\"expense\\\").strip().lower()\\n 33| if tx_type not in TX_TYPES:\\n 34| raise HTTPException(status_code=422, detail=\\\"invalid transaction_type\\\")\\n 35| description = str(payload.get(\\\"description\\\") or \\\"\\\").strip()\\n 36| if not description:\\n 37| raise HTTPException(status_code=422, detail=\\\"description is required\\\")\\n 38| amount = require_decimal_text(str(payload.get(\\\"amount_original\\\") or \\\"\\\"), \\\"amount_original\\\")\\n 39| currency = validate_currency(payload.get(\\\"currency_original\\\") or \\\"CHF\\\")\\n 40| fx_status, fx_rate, amount_chf = _fx_fields(conn, currency, amount)\\n 41| if payload.get(\\\"fx_rate_to_chf\\\"):\\n 42| fx_rate = require_decimal_text(str(payload[\\\"fx_rate_to_chf\\\"]), \\\"fx_rate_to_chf\\\")\\n 43| amount_chf = format(Decimal(amount) * Decimal(fx_rate), \\\"f\\\")\\n 44| fx_status = \\\"not_needed\\\" if currency == \\\"CHF\\\" else \\\"manual_override\\\"\\n 45| return {\\n 46| \\\"budget_transaction_id\\\": payload.get(\\\"budget_transaction_id\\\") or new_id(\\\"btx\\\"),\\n 47| \\\"account_id\\\": account_id,\\n 48| \\\"transaction_type\\\": tx_type,\\n 49| \\\"transaction_date\\\": str(payload.get(\\\"transaction_date\\\") or now()[:10]),\\n 50| \\\"booking_date\\\": payload.get(\\\"booking_date\\\") or None,\\n 51| \\\"description\\\": description,\\n 52| \\\"payee\\\": payload.get(\\\"payee\\\") or None,\\n 53| \\\"merchant_id\\\": payload.get(\\\"merchant_id\\\") or None,\\n 54| \\\"amount_original\\\": amount,\\n 55| \\\"currency_original\\\": currency,\\n 56| \\\"fx_rate_to_chf\\\": fx_rate,\\n 57| \\\"amount_chf\\\": amount_chf,\\n 58| \\\"fx_status\\\": fx_status,\\n 59| \\\"category_id\\\": payload.get(\\\"category_id\\\") or None,\\n 60| \\\"source_type\\\": payload.get(\\\"source_type\\\") or \\\"manual\\\",\\n 61| \\\"source_candidate_id\\\": payload.get(\\\"source_candidate_id\\\") or None,\\n 62| \\\"notes\\\": payload.get(\\\"notes\\\") or None,\\n 63| \\\"tag_names\\\": payload.get(\\\"tag_names\\\") or [],\\n 64| \\\"reversal_of_transaction_id\\\": payload.get(\\\"reversal_of_transaction_id\\\") or None,\\n 65| }\\n 66|\\n 67|\\n 68|def create_budget_transaction_preview(conn: Connection, payload: dict) -> dict:\\n 69| tx = _normalise_tx_payload(conn, payload)\\n 70| warnings = []\\n 71| if tx[\\\"fx_status\\\"] == \\\"missing\\\":\\n 72| warnings.append(\\\"FX fehlt: CHF-Wert bleibt leer, Buchung kann bewusst unvollständig gespeichert werden.\\\")\\n 73| if not tx[\\\"category_id\\\"] and tx[\\\"transaction_type\\\"] in {\\\"income\\\", \\\"expense\\\", \\\"refund\\\", \\\"fee\\\"}:\\n 74| warnings.append(\\\"Kategorie fehlt: Buchung bleibt unkategorisiert.\\\")\\n 75| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"{tx['transaction_type']} · {tx['currency_original']} {tx['amount_original']} · {tx['description']}\\\", \\\"fx_status\\\": tx[\\\"fx_status\\\"], \\\"warnings\\\": warnings, \\\"payload\\\": tx}\\n 76|\\n 77|\\n 78|def _insert_tags(conn: Connection, tx_id: str, tag_names: list[str]) -> None:\\n 79| for name in tag_names:\\n 80| row = conn.execute(\\\"SELECT tag_id FROM budget_tags WHERE name=?\\\", (name,)).fetchone()\\n 81| if row:\\n 82| conn.execute(\\\"INSERT OR IGNORE INTO budget_transaction_tags(budget_transaction_id, tag_id) VALUES (?, ?)\\\", (tx_id, row[\\\"tag_id\\\"]))\\n 83|\\n 84|\\n 85|def confirm_budget_transaction(conn: Connection, payload: dict) -> dict:\\n 86| tx = _normalise_tx_payload(conn, payload)\\n 87| if tx[\\\"category_id\\\"] and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=?\\\", (tx[\\\"category_id\\\"],)).fetchone():\\n 88| raise HTTPException(status_code=422, detail=\\\"category not found\\\")\\n 89| ts = now()\\n 90| conn.execute(\\n 91| \\\"\\\"\\\"\\n 92| INSERT INTO budget_transactions(\\n 93| budget_transaction_id, account_id, transaction_type, transaction_date, booking_date,\\n 94| description, payee, merchant_id, amount_original, currency_original, fx_rate_to_chf,\\n 95| amount_chf, fx_status, category_id, status, source_type, notes, created_at, updated_at,\\n 96| reversal_of_transaction_id, source_candidate_id\\n 97| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'confirmed', ?, ?, ?, ?, ?, ?)\\n 98| \\\"\\\"\\\",\\n 99| (tx[\\\"budget_transaction_id\\\"], tx[\\\"account_id\\\"], tx[\\\"transaction_type\\\"], tx[\\\"transaction_date\\\"], tx[\\\"booking_date\\\"], tx[\\\"description\\\"], tx[\\\"payee\\\"], tx[\\\"merchant_id\\\"], tx[\\\"amount_original\\\"], tx[\\\"currency_original\\\"], tx[\\\"fx_rate_to_chf\\\"], tx[\\\"amount_chf\\\"], tx[\\\"fx_status\\\"], tx[\\\"category_id\\\"], tx[\\\"source_type\\\"], tx[\\\"notes\\\"], ts, ts, tx[\\\"reversal_of_transaction_id\\\"], tx[\\\"source_candidate_id\\\"]),\\n 100| )\\n 101| _insert_tags(conn, tx[\\\"budget_transaction_id\\\"], tx[\\\"tag_names\\\"])\\n 102| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"confirm\\\", entity_type=\\\"budget_transaction\\\", entity_id=tx[\\\"budget_transaction_id\\\"], new_values=tx, user_text_note=tx.get(\\\"notes\\\"), created_by=\\\"user\\\")\\n 103| conn.commit()\\n 104| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": tx[\\\"budget_transaction_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Budgetbuchung gespeichert\\\"}\\n 105|\\n 106|\\n 107|def reverse_budget_transaction_preview(conn: Connection, transaction_id: str, payload: dict | None = None) -> dict:\\n 108| row = conn.execute(\\\"SELECT * FROM budget_transactions WHERE budget_transaction_id=? AND status='confirmed'\\\", (transaction_id,)).fetchone()\\n 109| if not row:\\n 110| raise HTTPException(status_code=404, detail=\\\"confirmed transaction not found\\\")\\n 111| reason = (payload or {}).get(\\\"reason\\\") or \\\"Reversal\\\"\\n 112| reversal = row_to_dict(row) | {\\\"budget_transaction_id\\\": new_id(\\\"btx\\\"), \\\"transaction_type\\\": \\\"reversal\\\", \\\"description\\\": f\\\"Reversal: {row['description']}\\\", \\\"notes\\\": reason, \\\"reversal_of_transaction_id\\\": transaction_id, \\\"tag_names\\\": []}\\n 113| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"Reversal · {row['description']}\\\", \\\"warnings\\\": [], \\\"payload\\\": reversal}\\n 114|\\n 115|\\n 116|def confirm_reverse_budget_transaction(conn: Connection, transaction_id: str, payload: dict) -> dict:\\n 117| result = confirm_budget_transaction(conn, payload | {\\\"reversal_of_transaction_id\\\": transaction_id, \\\"transaction_type\\\": \\\"reversal\\\"})\\n 118| ts = now()\\n 119| conn.execute(\\\"UPDATE budget_transactions SET status='reversed', updated_at=? WHERE budget_transaction_id=?\\\", (ts, transaction_id))\\n 120| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"reverse\\\", entity_type=\\\"budget_transaction\\\", entity_id=transaction_id, new_values={\\\"status\\\": \\\"reversed\\\", \\\"reversal_transaction_id\\\": result[\\\"entity_id\\\"]}, user_text_note=payload.get(\\\"notes\\\"), created_by=\\\"user\\\")\\n 121| conn.commit()\\n 122| return result\\n 123|\\n 124|\\n 125|def create_transfer_preview(conn: Connection, payload: dict) -> dict:\\n 126| from_account_id = str(payload.get(\\\"from_account_id\\\") or \\\"\\\").strip()\\n 127| to_account_id = str(payload.get(\\\"to_account_id\\\") or \\\"\\\").strip()\\n 128| if from_account_id == to_account_id:\\n 129| raise HTTPException(status_code=422, detail=\\\"transfer accounts must differ\\\")\\n 130| for account_id in (from_account_id, to_account_id):\\n 131| if not conn.execute(\\\"SELECT 1 FROM budget_accounts WHERE budget_account_id=? AND is_active=1\\\", (account_id,)).fetchone():\\n 132| raise HTTPException(status_code=422, detail=\\\"active transfer accounts required\\\")\\n 133| amount = require_decimal_text(str(payload.get(\\\"amount_original\\\") or \\\"\\\"), \\\"amount_original\\\")\\n 134| currency = validate_currency(payload.get(\\\"currency_original\\\") or \\\"CHF\\\")\\n 135| fx_status, fx_rate, amount_chf = _fx_fields(conn, currency, amount)\\n 136| transfer = {\\n 137| \\\"transfer_id\\\": payload.get(\\\"transfer_id\\\") or new_id(\\\"btrf\\\"),\\n 138| \\\"from_account_id\\\": from_account_id,\\n 139| \\\"to_account_id\\\": to_account_id,\\n 140| \\\"amount_original\\\": amount,\\n 141| \\\"currency_original\\\": currency,\\n 142| \\\"fx_rate_to_chf\\\": fx_rate,\\n 143| \\\"amount_chf\\\": amount_chf,\\n 144| \\\"transaction_date\\\": str(payload.get(\\\"transaction_date\\\") or now()[:10]),\\n 145| \\\"description\\\": str(payload.get(\\\"description\\\") or \\\"Transfer\\\"),\\n 146| \\\"notes\\\": payload.get(\\\"notes\\\") or None,\\n 147| \\\"fx_status\\\": fx_status,\\n 148| }\\n 149| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"Transfer · {currency} {amount}\\\", \\\"fx_status\\\": fx_status, \\\"warnings\\\": [] if fx_status != \\\"missing\\\" else [\\\"FX fehlt\\\"], \\\"payload\\\": transfer}\\n 150|\\n 151|\\n 152|def confirm_transfer(conn: Connection, payload: dict) -> dict:\\n 153| transfer = create_transfer_preview(conn, payload)[\\\"payload\\\"]\\n 154| out_payload = {\\\"account_id\\\": transfer[\\\"from_account_id\\\"], \\\"transaction_type\\\": \\\"transfer\\\", \\\"transaction_date\\\": transfer[\\\"transaction_date\\\"], \\\"description\\\": transfer[\\\"description\\\"], \\\"amount_original\\\": transfer[\\\"amount_original\\\"], \\\"currency_original\\\": transfer[\\\"currency_original\\\"], \\\"fx_rate_to_chf\\\": transfer.get(\\\"fx_rate_to_chf\\\"), \\\"notes\\\": transfer.get(\\\"notes\\\")}\\n 155| in_payload = out_payload | {\\\"account_id\\\": transfer[\\\"to_account_id\\\"]}\\n 156| out_result = confirm_budget_transaction(conn, out_payload)\\n 157| in_result = confirm_budget_transaction(conn, in_payload)\\n 158| ts = now()\\n 159| conn.execute(\\n 160| \\\"INSERT INTO budget_transfers(transfer_id, from_transaction_id, to_transaction_id, from_account_id, to_account_id, amount_original, currency_original, fx_rate_to_chf, notes, created_at) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\\",\\n 161| (transfer[\\\"transfer_id\\\"], out_result[\\\"entity_id\\\"], in_result[\\\"entity_id\\\"], transfer[\\\"from_account_id\\\"], transfer[\\\"to_account_id\\\"], transfer[\\\"amount_original\\\"], transfer[\\\"currency_original\\\"], transfer.get(\\\"fx_rate_to_chf\\\"), transfer.get(\\\"notes\\\"), ts),\\n 162| )\\n 163| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"confirm\\\", entity_type=\\\"budget_transfer\\\", entity_id=transfer[\\\"transfer_id\\\"], new_values=transfer, created_by=\\\"user\\\")\\n 164| conn.commit()\\n 165| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": transfer[\\\"transfer_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Transfer gespeichert\\\"}\\n 166|\\n 167|\\n 168|def update_budget_transaction(conn: Connection, transaction_id: str, payload: dict) -> dict:\\n 169| row = conn.execute(\\\"SELECT * FROM budget_transactions WHERE budget_transaction_id=?\\\", (transaction_id,)).fetchone()\\n 170| if not row:\\n 171| raise HTTPException(status_code=404, detail=\\\"transaction not found\\\")\\n 172| forbidden_amount_fields = {\\\"amount_original\\\", \\\"amount_chf\\\", \\\"currency_original\\\", \\\"fx_rate_to_chf\\\"} & set(payload)\\n 173| if forbidden_amount_fields:\\n 174| raise HTTPException(status_code=422, detail=\\\"amount corrections require adjustment or reversal\\\")\\n 175| old = row_to_dict(row)\\n 176| category_id = payload.get(\\\"category_id\\\", row[\\\"category_id\\\"])\\n 177| if category_id in (\\\"\\\", \\\"uncategorized\\\"):\\n 178| category_id = None\\n 179| if category_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (category_id,)).fetchone():\\n 180| raise HTTPException(status_code=422, detail=\\\"active category not found\\\")\\n 181| description = str(payload.get(\\\"description\\\") or row[\\\"description\\\"]).strip()\\n 182| payee = payload.get(\\\"payee\\\", row[\\\"payee\\\"])\\n 183| merchant_id = payload.get(\\\"merchant_id\\\", row[\\\"merchant_id\\\"])\\n 184| notes = payload.get(\\\"notes\\\", row[\\\"notes\\\"])\\n 185| ts = now()\\n 186| conn.execute(\\n 187| \\\"UPDATE budget_transactions SET category_id=?, description=?, payee=?, merchant_id=?, notes=?, updated_at=? WHERE budget_transaction_id=?\\\",\\n 188| (category_id, description, payee, merchant_id, notes, ts, transaction_id),\\n 189| )\\n 190| if \\\"tag_names\\\" in payload:\\n 191| conn.execute(\\\"DELETE FROM budget_transaction_tags WHERE budget_transaction_id=?\\\", (transaction_id,))\\n 192| _insert_tags(conn, transaction_id, payload.get(\\\"tag_names\\\") or [])\\n 193| new_values = {\\\"category_id\\\": category_id, \\\"description\\\": description, \\\"payee\\\": payee, \\\"merchant_id\\\": merchant_id, \\\"notes\\\": notes, \\\"tag_names\\\": payload.get(\\\"tag_names\\\")}\\n 194| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"update\\\", entity_type=\\\"budget_transaction\\\", entity_id=transaction_id, old_values=old, new_values=new_values, user_text_note=payload.get(\\\"change_note\\\"), created_by=\\\"user\\\")\\n 195| conn.commit()\\n 196| return {\\\"status\\\": \\\"updated\\\", \\\"entity_id\\\": transaction_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchung aktualisiert\\\"}\\n 197|\\n 198|\\n 199|def list_budget_transactions(conn: Connection, *, month: str | None = None, year: str | None = \\\"2026\\\", account_id: str | None = None, category_id: str | None = None, transaction_type: str | None = None, merchant: str | None = None, tag: str | None = None, status: str | None = None, source_type: str | None = None, search: str | None = None) -> list[dict]:\\n 200| clauses = [\\\"1=1\\\"]\\n 201| params: list[str] = []\\n 202| if month:\\n 203| clauses.append(\\\"substr(t.transaction_date,1,7)=?\\\"); params.append(month)\\n 204| elif year:\\n 205| clauses.append(\\\"substr(t.transaction_date,1,4)=?\\\"); params.append(year)\\n 206| if account_id:\\n 207| clauses.append(\\\"t.account_id=?\\\"); params.append(account_id)\\n 208| if category_id:\\n 209| if category_id in {\\\"__uncategorized\\\", \\\"uncategorized\\\"}:\\n 210| clauses.append(\\\"t.category_id IS NULL\\\")\\n 211| else:\\n 212| clauses.append(\\\"t.category_id=?\\\"); params.append(category_id)\\n 213| if transaction_type:\\n 214| clauses.append(\\\"t.transaction_type=?\\\"); params.append(transaction_type)\\n 215| if merchant:\\n 216| clauses.append(\\\"(lower(COALESCE(t.payee,'')) LIKE lower(?) OR lower(t.description) LIKE lower(?))\\\"); params.extend([f\\\"%{merchant}%\\\", f\\\"%{merchant}%\\\"])\\n 217| if search:\\n 218| clauses.append(\\\"(lower(COALESCE(t.payee,'')) LIKE lower(?) OR lower(t.description) LIKE lower(?) OR lower(COALESCE(c.name,'')) LIKE lower(?))\\\"); params.extend([f\\\"%{search}%\\\", f\\\"%{search}%\\\", f\\\"%{search}%\\\"])\\n 219| if source_type:\\n 220| clauses.append(\\\"t.source_type=?\\\"); params.append(source_type)\\n 221| if status:\\n 222| clauses.append(\\\"t.status=?\\\"); params.append(status)\\n 223| if tag:\\n 224| clauses.append(\\\"EXISTS (SELECT 1 FROM budget_transaction_tags xt JOIN budget_tags xg ON xg.tag_id=xt.tag_id WHERE xt.budget_transaction_id=t.budget_transaction_id AND lower(xg.name)=lower(?))\\\"); params.append(tag)\\n 225| rows = conn.execute(\\n 226| f\\\"\\\"\\\"\\n 227| SELECT t.*, a.name AS account_name, c.name AS category_name,\\n 228| COALESCE(li.line_item_count, 0) AS line_item_count\\n 229| FROM budget_transactions t\\n 230| JOIN budget_accounts a ON a.budget_account_id=t.account_id\\n 231| LEFT JOIN budget_categories c ON c.category_id=t.category_id\\n 232| LEFT JOIN (\\n 233| SELECT transaction_candidate_id, COUNT(*) AS line_item_count\\n 234| FROM budget_import_line_items\\n 235| GROUP BY transaction_candidate_id\\n 236| ) li ON li.transaction_candidate_id=t.source_candidate_id\\n 237| WHERE {' AND '.join(clauses)}\\n 238| ORDER BY t.transaction_date DESC, t.created_at DESC\\n 239| LIMIT 200\\n 240| \\\"\\\"\\\",\\n 241| params,\\n 242| ).fetchall()\\n 243| return [row_to_dict(r) for r in rows]\\n 244|\", \"total_lines\": 243, \"file_size\": 15539, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_S5v4pNLwjuY5vGSllwqF6aYf" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection\\n 4|\\n 5|from fastapi import HTTPException\\n 6|from jarvis_finance.audit.log import record_audit_event\\n 7|from jarvis_finance.services.budget_common import new_id, now, row_to_dict\\n 8|\\n 9|CATEGORY_TYPES = {\\\"income\\\", \\\"expense\\\", \\\"transfer\\\", \\\"neutral\\\"}\\n 10|\\n 11|\\n 12|def _audit_safe(payload: dict) -> dict:\\n 13| return {k: v for k, v in payload.items() if k not in {\\\"category_id\\\", \\\"tag_id\\\"}}\\n 14|\\n 15|\\n 16|def _normalise_payload(payload: dict) -> dict:\\n 17| name = str(payload.get(\\\"name\\\") or \\\"\\\").strip()\\n 18| if not name:\\n 19| raise HTTPException(status_code=422, detail=\\\"name is required\\\")\\n 20| category_type = str(payload.get(\\\"category_type\\\") or \\\"expense\\\").strip().lower()\\n 21| if category_type not in CATEGORY_TYPES:\\n 22| raise HTTPException(status_code=422, detail=\\\"invalid category_type\\\")\\n 23| sort_order = int(payload.get(\\\"sort_order\\\") or 0)\\n 24| return {\\n 25| \\\"category_id\\\": payload.get(\\\"category_id\\\") or new_id(\\\"bcat\\\"),\\n 26| \\\"parent_category_id\\\": payload.get(\\\"parent_category_id\\\") or None,\\n 27| \\\"name\\\": name,\\n 28| \\\"category_type\\\": category_type,\\n 29| \\\"color\\\": payload.get(\\\"color\\\") or None,\\n 30| \\\"icon\\\": payload.get(\\\"icon\\\") or None,\\n 31| \\\"sort_order\\\": sort_order,\\n 32| }\\n 33|\\n 34|\\n 35|def create_category_preview(conn: Connection, payload: dict) -> dict:\\n 36| normalised = _normalise_payload(payload)\\n 37| if normalised[\\\"parent_category_id\\\"]:\\n 38| parent = conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=?\\\", (normalised[\\\"parent_category_id\\\"],)).fetchone()\\n 39| if not parent:\\n 40| raise HTTPException(status_code=422, detail=\\\"parent category not found\\\")\\n 41| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"{normalised['name']} · {normalised['category_type']}\\\", \\\"warnings\\\": [], \\\"payload\\\": normalised}\\n 42|\\n 43|\\n 44|def confirm_create_category(conn: Connection, payload: dict) -> dict:\\n 45| normalised = _normalise_payload(payload)\\n 46| existing = conn.execute(\\n 47| \\\"\\\"\\\"\\n 48| SELECT category_id FROM budget_categories\\n 49| WHERE lower(name)=lower(?) AND COALESCE(parent_category_id, '')=COALESCE(?, '') AND is_active=1\\n 50| ORDER BY sort_order LIMIT 1\\n 51| \\\"\\\"\\\",\\n 52| (normalised[\\\"name\\\"], normalised[\\\"parent_category_id\\\"]),\\n 53| ).fetchone()\\n 54| if existing:\\n 55| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"idempotent_confirm\\\", entity_type=\\\"budget_category\\\", entity_id=str(existing[\\\"category_id\\\"]), new_values={\\\"deduplicated\\\": True, \\\"name\\\": normalised[\\\"name\\\"]}, created_by=\\\"user\\\")\\n 56| conn.commit()\\n 57| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": str(existing[\\\"category_id\\\"]), \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Kategorie bereits vorhanden\\\"}\\n 58| ts = now()\\n 59| conn.execute(\\n 60| \\\"\\\"\\\"\\n 61| INSERT INTO budget_categories(category_id, parent_category_id, name, category_type, color, icon, is_active, sort_order, created_at, updated_at)\\n 62| VALUES (?, ?, ?, ?, ?, ?, 1, ?, ?, ?)\\n 63| \\\"\\\"\\\",\\n 64| (normalised[\\\"category_id\\\"], normalised[\\\"parent_category_id\\\"], normalised[\\\"name\\\"], normalised[\\\"category_type\\\"], normalised[\\\"color\\\"], normalised[\\\"icon\\\"], normalised[\\\"sort_order\\\"], ts, ts),\\n 65| )\\n 66| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"create\\\", entity_type=\\\"budget_category\\\", entity_id=normalised[\\\"category_id\\\"], new_values=normalised, created_by=\\\"user\\\")\\n 67| conn.commit()\\n 68| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": normalised[\\\"category_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Kategorie gespeichert\\\"}\\n 69|\\n 70|\\n 71|def update_category(conn: Connection, category_id: str, payload: dict) -> dict:\\n 72| row = conn.execute(\\\"SELECT * FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 73| if not row:\\n 74| raise HTTPException(status_code=404, detail=\\\"category not found\\\")\\n 75| old = row_to_dict(row)\\n 76| name = str(payload.get(\\\"name\\\") or row[\\\"name\\\"]).strip()\\n 77| category_type = str(payload.get(\\\"category_type\\\") or row[\\\"category_type\\\"]).strip().lower()\\n 78| if category_type not in CATEGORY_TYPES:\\n 79| raise HTTPException(status_code=422, detail=\\\"invalid category_type\\\")\\n 80| parent_category_id = payload.get(\\\"parent_category_id\\\", row[\\\"parent_category_id\\\"])\\n 81| if parent_category_id in (\\\"\\\", category_id):\\n 82| parent_category_id = None\\n 83| if parent_category_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=?\\\", (parent_category_id,)).fetchone():\\n 84| raise HTTPException(status_code=422, detail=\\\"parent category not found\\\")\\n 85| sort_order = int(payload.get(\\\"sort_order\\\", row[\\\"sort_order\\\"] or 0))\\n 86| ts = now()\\n 87| conn.execute(\\n 88| \\\"UPDATE budget_categories SET name=?, category_type=?, parent_category_id=?, sort_order=?, color=?, icon=?, updated_at=? WHERE category_id=?\\\",\\n 89| (name, category_type, parent_category_id, sort_order, payload.get(\\\"color\\\", row[\\\"color\\\"]), payload.get(\\\"icon\\\", row[\\\"icon\\\"]), ts, category_id),\\n 90| )\\n 91| new_values = {\\\"name\\\": name, \\\"category_type\\\": category_type, \\\"parent_category_id\\\": parent_category_id, \\\"sort_order\\\": sort_order}\\n 92| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"update\\\", entity_type=\\\"budget_category\\\", entity_id=category_id, old_values=old, new_values=new_values, user_text_note=payload.get(\\\"change_note\\\"), created_by=\\\"user\\\")\\n 93| conn.commit()\\n 94| return {\\\"status\\\": \\\"updated\\\", \\\"entity_id\\\": category_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Kategorie aktualisiert\\\"}\\n 95|\\n 96|\\n 97|def _category_usage(conn: Connection, category_id: str) -> dict[str, int]:\\n 98| tx_count = int(conn.execute(\\\"SELECT COUNT(*) AS c FROM budget_transactions WHERE category_id=?\\\", (category_id,)).fetchone()[\\\"c\\\"] or 0)\\n 99| child_count = int(conn.execute(\\\"SELECT COUNT(*) AS c FROM budget_categories WHERE parent_category_id=?\\\", (category_id,)).fetchone()[\\\"c\\\"] or 0)\\n 100| plan_count = int(conn.execute(\\\"SELECT COUNT(*) AS c FROM budget_plan_items WHERE category_id=? AND is_active=1\\\", (category_id,)).fetchone()[\\\"c\\\"] or 0)\\n 101| return {\\\"transaction_count\\\": tx_count, \\\"child_count\\\": child_count, \\\"active_plan_count\\\": plan_count}\\n 102|\\n 103|\\n 104|def archive_category(conn: Connection, category_id: str) -> dict:\\n 105| row = conn.execute(\\\"SELECT * FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 106| if not row:\\n 107| raise HTTPException(status_code=404, detail=\\\"category not found\\\")\\n 108| ts = now()\\n 109| conn.execute(\\\"UPDATE budget_categories SET is_active=0, sort_order=999999, updated_at=? WHERE category_id=?\\\", (ts, category_id))\\n 110| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"archive\\\", entity_type=\\\"budget_category\\\", entity_id=category_id, old_values=row_to_dict(row), new_values={\\\"is_active\\\": 0, \\\"dashboard_hidden\\\": True}, created_by=\\\"user\\\")\\n 111| conn.commit()\\n 112| return {\\\"status\\\": \\\"archived\\\", \\\"entity_id\\\": category_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Kategorie archiviert\\\"}\\n 113|\\n 114|\\n 115|def delete_empty_category(conn: Connection, category_id: str) -> dict:\\n 116| row = conn.execute(\\\"SELECT * FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 117| if not row:\\n 118| raise HTTPException(status_code=404, detail=\\\"category not found\\\")\\n 119| usage = _category_usage(conn, category_id)\\n 120| if usage[\\\"transaction_count\\\"] or usage[\\\"child_count\\\"] or usage[\\\"active_plan_count\\\"]:\\n 121| raise HTTPException(status_code=409, detail=\\\"category is not empty; archive instead\\\")\\n 122| conn.execute(\\\"DELETE FROM budget_categories WHERE category_id=?\\\", (category_id,))\\n 123| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"delete_empty\\\", entity_type=\\\"budget_category\\\", entity_id=category_id, old_values=row_to_dict(row), created_by=\\\"user\\\")\\n 124| conn.commit()\\n 125| return {\\\"status\\\": \\\"deleted\\\", \\\"entity_id\\\": category_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Leere Kategorie gelöscht\\\"}\\n 126|\\n 127|\\n 128|def _normalised_name(name: str) -> str:\\n 129| return \\\"\\\".join(ch for ch in name.lower().replace(\\\"&\\\", \\\"und\\\") if ch.isalnum())\\n 130|\\n 131|\\n 132|def preview_category_merges(conn: Connection) -> dict:\\n 133| rows = conn.execute(\\\"SELECT category_id, parent_category_id, name, category_type, is_active FROM budget_categories ORDER BY name\\\").fetchall()\\n 134| groups: dict[tuple[str, str], list[dict]] = {}\\n 135| for r in rows:\\n 136| d = row_to_dict(r)\\n 137| key = (str(d[\\\"category_type\\\"]), _normalised_name(str(d[\\\"name\\\"])))\\n 138| groups.setdefault(key, []).append(d)\\n 139| suggestions = []\\n 140| for (_typ, _key), items in groups.items():\\n 141| if len(items) > 1:\\n 142| target = next((x for x in items if x.get(\\\"is_active\\\")), items[0])\\n 143| sources = [x for x in items if x[\\\"category_id\\\"] != target[\\\"category_id\\\"]]\\n 144| suggestions.append({\\\"target_category_id\\\": target[\\\"category_id\\\"], \\\"target_name\\\": target[\\\"name\\\"], \\\"source_category_ids\\\": [s[\\\"category_id\\\"] for s in sources], \\\"source_names\\\": [s[\\\"name\\\"] for s in sources]})\\n 145| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"{len(suggestions)} mögliche Kategorie-Merges\\\", \\\"suggestions\\\": suggestions, \\\"warnings\\\": [\\\"Preview only: Confirm hängt Transaktionen, Budgetpläne und Unterkategorien um und archiviert Quellen.\\\"]}\\n 146|\\n 147|\\n 148|def confirm_category_merge(conn: Connection, payload: dict) -> dict:\\n 149| target_id = str(payload.get(\\\"target_category_id\\\") or \\\"\\\")\\n 150| source_ids = [str(x) for x in (payload.get(\\\"source_category_ids\\\") or []) if str(x) and str(x) != target_id]\\n 151| target = conn.execute(\\\"SELECT * FROM budget_categories WHERE category_id=?\\\", (target_id,)).fetchone()\\n 152| if not target or not source_ids:\\n 153| raise HTTPException(status_code=422, detail=\\\"target_category_id and source_category_ids required\\\")\\n 154| ts = now()\\n 155| moved_tx = moved_plans = moved_children = 0\\n 156| for source_id in source_ids:\\n 157| if not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=?\\\", (source_id,)).fetchone():\\n 158| continue\\n 159| moved_tx += conn.execute(\\\"UPDATE budget_transactions SET category_id=?, updated_at=? WHERE category_id=?\\\", (target_id, ts, source_id)).rowcount\\n 160| moved_plans += conn.execute(\\\"UPDATE budget_plan_items SET category_id=?, updated_at=? WHERE category_id=?\\\", (target_id, ts, source_id)).rowcount\\n 161| moved_children += conn.execute(\\\"UPDATE budget_categories SET parent_category_id=?, updated_at=? WHERE parent_category_id=?\\\", (target_id, ts, source_id)).rowcount\\n 162| conn.execute(\\\"UPDATE budget_categories SET is_active=0, updated_at=? WHERE category_id=?\\\", (ts, source_id))\\n 163| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"merge\\\", entity_type=\\\"budget_category\\\", entity_id=target_id, new_values={\\\"source_category_ids\\\": source_ids, \\\"moved_transactions\\\": moved_tx, \\\"moved_budget_plans\\\": moved_plans, \\\"moved_children\\\": moved_children}, user_text_note=payload.get(\\\"note\\\"), created_by=\\\"user\\\")\\n 164| conn.commit()\\n 165| return {\\\"status\\\": \\\"merged\\\", \\\"entity_id\\\": target_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Kategorien zusammengeführt\\\", \\\"moved_transactions\\\": moved_tx, \\\"moved_budget_plans\\\": moved_plans, \\\"moved_children\\\": moved_children}\\n 166|\\n 167|\\n 168|CANONICAL_INCOME_CATEGORIES = [\\n 169| \\\"Lohn Marcel\\\",\\n 170| \\\"Lohn Melanie\\\",\\n 171| \\\"Gratifikation\\\",\\n 172| \\\"Sonstige Einnahmen\\\",\\n 173| \\\"Rückerstattungen\\\",\\n 174|]\\n 175|CANONICAL_EXPENSE_CATEGORIES = [\\n 176| \\\"Essen & Haushalt\\\",\\n 177| \\\"Wohnen\\\",\\n 178| \\\"Versicherungen\\\",\\n 179| \\\"Gesundheit / Medizin\\\",\\n 180| \\\"Mobilität / Auto / Transport\\\",\\n 181| \\\"Kinder / Familie\\\",\\n 182| \\\"Freizeit / Abos / Ausflüge\\\",\\n 183| \\\"Hausrat / Möbel & Garten\\\",\\n 184| \\\"Shopping / Kleidung & Elektronik\\\",\\n 185| \\\"Haustiere\\\",\\n 186| \\\"Steuern / Behörden\\\",\\n 187| \\\"Sonstiges / Administration\\\",\\n 188| \\\"Review nötig\\\",\\n 189|]\\n 190|\\n 191|\\n 192|def _canonical_id(name: str, category_type: str) -> str:\\n 193| return \\\"bcat_\\\" + _normalised_name(f\\\"{category_type}_{name}\\\")[:48]\\n 194|\\n 195|\\n 196|def _ensure_category(conn: Connection, name: str, category_type: str, sort_order: int) -> str:\\n 197| row = conn.execute(\\\"SELECT category_id FROM budget_categories WHERE lower(name)=lower(?) AND category_type=? AND is_active=1 ORDER BY sort_order LIMIT 1\\\", (name, category_type)).fetchone()\\n 198| if row:\\n 199| conn.execute(\\\"UPDATE budget_categories SET parent_category_id=NULL, sort_order=?, updated_at=? WHERE category_id=?\\\", (sort_order, now(), row[\\\"category_id\\\"]))\\n 200| return str(row[\\\"category_id\\\"])\\n 201| canonical_id = _canonical_id(name, category_type)\\n 202| existing_id = conn.execute(\\\"SELECT category_id FROM budget_categories WHERE category_id=?\\\", (canonical_id,)).fetchone()\\n 203| if existing_id:\\n 204| conn.execute(\\\"UPDATE budget_categories SET name=?, category_type=?, parent_category_id=NULL, is_active=1, sort_order=?, updated_at=? WHERE category_id=?\\\", (name, category_type, sort_order, now(), canonical_id))\\n 205| return canonical_id\\n 206| ts = now()\\n 207| conn.execute(\\n 208| \\\"\\\"\\\"\\n 209| INSERT INTO budget_categories(category_id, parent_category_id, name, category_type, color, icon, is_active, sort_order, created_at, updated_at)\\n 210| VALUES (?, NULL, ?, ?, NULL, NULL, 1, ?, ?, ?)\\n 211| \\\"\\\"\\\",\\n 212| (canonical_id, name, category_type, sort_order, ts, ts),\\n 213| )\\n 214| audit_id = record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"ensure_canonical_category\\\", entity_type=\\\"budget_category\\\", entity_id=canonical_id, new_values={\\\"name\\\": name, \\\"category_type\\\": category_type}, created_by=\\\"system\\\")\\n 215| return canonical_id\\n 216|\\n 217|\\n 218|def simplify_budget_categories_2026(conn: Connection) -> dict[str, int]:\\n 219| income_ids = {name: _ensure_category(conn, name, \\\"income\\\", idx * 10) for idx, name in enumerate(CANONICAL_INCOME_CATEGORIES, start=1)}\\n 220| expense_ids = {name: _ensure_category(conn, name, \\\"expense\\\", idx * 10) for idx, name in enumerate(CANONICAL_EXPENSE_CATEGORIES, start=1)}\\n 221| admin_id = expense_ids[\\\"Sonstiges / Administration\\\"]\\n 222| review_id = expense_ids[\\\"Review nötig\\\"]\\n 223| ts = now()\\n 224| archived_test = merged_duplicates = flattened = 0\\n 225| rows = conn.execute(\\\"SELECT * FROM budget_categories WHERE is_active=1\\\").fetchall()\\n 226| seen: dict[tuple[str, str], str] = {}\\n 227| for row in rows:\\n 228| cid, name, ctype = row[\\\"category_id\\\"], str(row[\\\"name\\\"]), str(row[\\\"category_type\\\"])\\n 229| lname = name.lower()\\n 230| if any(token in lname for token in [\\\"uat\\\", \\\"test\\\", \\\"dummy\\\", \\\"dryrun\\\", \\\"synthetic\\\"]):\\n 231| conn.execute(\\\"UPDATE budget_categories SET is_active=0, parent_category_id=NULL, updated_at=? WHERE category_id=?\\\", (ts, cid)); archived_test += 1\\n 232| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"archive_test_category\\\", entity_type=\\\"budget_category\\\", entity_id=cid, old_values=row_to_dict(row), new_values={\\\"is_active\\\": 0}, created_by=\\\"system\\\")\\n 233| continue\\n 234| if name == \\\"Sonstiges\\\":\\n 235| conn.execute(\\\"UPDATE budget_transactions SET category_id=?, updated_at=? WHERE category_id=?\\\", (admin_id, ts, cid))\\n 236| conn.execute(\\\"UPDATE budget_plan_items SET category_id=?, updated_at=? WHERE category_id=?\\\", (admin_id, ts, cid))\\n 237| conn.execute(\\\"UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, updated_at=? WHERE proposed_category_id=?\\\", (admin_id, \\\"Sonstiges / Administration\\\", ts, cid))\\n 238| conn.execute(\\\"UPDATE budget_categories SET is_active=0, parent_category_id=NULL, updated_at=? WHERE category_id=?\\\", (ts, cid)); merged_duplicates += 1\\n 239| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"merge_category\\\", entity_type=\\\"budget_category\\\", entity_id=admin_id, new_values={\\\"source_category_id\\\": cid, \\\"target_name\\\": \\\"Sonstiges / Administration\\\"}, created_by=\\\"system\\\")\\n 240| continue\\n 241| if name.lower() in {\\\"leben\\\", \\\"ausgaben\\\", \\\"einnahmen\\\"}:\\n 242| conn.execute(\\\"UPDATE budget_categories SET is_active=0, parent_category_id=NULL, updated_at=? WHERE category_id=?\\\", (ts, cid)); flattened += 1\\n 243| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"archive_visual_parent_category\\\", entity_type=\\\"budget_category\\\", entity_id=cid, old_values=row_to_dict(row), new_values={\\\"is_active\\\": 0}, created_by=\\\"system\\\")\\n 244| continue\\n 245| key = (ctype, _normalised_name(name))\\n 246| if key in seen and cid != seen[key]:\\n 247| target = seen[key]\\n 248| conn.execute(\\\"UPDATE budget_transactions SET category_id=?, updated_at=? WHERE category_id=?\\\", (target, ts, cid))\\n 249| conn.execute(\\\"UPDATE budget_plan_items SET category_id=?, updated_at=? WHERE category_id=?\\\", (target, ts, cid))\\n 250| conn.execute(\\\"UPDATE budget_transaction_candidates SET proposed_category_id=?, updated_at=? WHERE proposed_category_id=?\\\", (target, ts, cid))\\n 251| conn.execute(\\\"UPDATE budget_categories SET is_active=0, parent_category_id=NULL, updated_at=? WHERE category_id=?\\\", (ts, cid)); merged_duplicates += 1\\n 252| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"merge_duplicate_category\\\", entity_type=\\\"budget_category\\\", entity_id=target, new_values={\\\"source_category_id\\\": cid}, created_by=\\\"system\\\")\\n 253| else:\\n 254| seen[key] = cid\\n 255| if row[\\\"parent_category_id\\\"]:\\n 256| conn.execute(\\\"UPDATE budget_categories SET parent_category_id=NULL, updated_at=? WHERE category_id=?\\\", (ts, cid)); flattened += 1\\n 257| for name in CANONICAL_INCOME_CATEGORIES:\\n 258| _ensure_category(conn, name, \\\"income\\\", (CANONICAL_INCOME_CATEGORIES.index(name) + 1) * 10)\\n 259| for name in CANONICAL_EXPENSE_CATEGORIES:\\n 260| _ensure_category(conn, name, \\\"expense\\\", (CANONICAL_EXPENSE_CATEGORIES.index(name) + 1) * 10)\\n 261| conn.commit()\\n 262| return {\\\"ensured_income_count\\\": len(income_ids), \\\"ensured_expense_count\\\": len(expense_ids), \\\"archived_test_count\\\": archived_test, \\\"merged_duplicate_count\\\": merged_duplicates, \\\"flattened_count\\\": flattened, \\\"review_category_id\\\": review_id}\\n 263|\\n 264|\\n 265|def list_category_tree_grouped(conn: Connection, include_archived: bool = False) -> list[dict]:\\n 266| rows = conn.execute(\\\"SELECT * FROM budget_categories WHERE (? OR is_active=1) ORDER BY category_type, sort_order, name\\\", (1 if include_archived else 0,)).fetchall()\\n 267| buckets = [\\n 268| {\\\"name\\\": \\\"Einnahmen\\\", \\\"category_type\\\": \\\"income\\\", \\\"children\\\": []},\\n 269| {\\\"name\\\": \\\"Ausgaben\\\", \\\"category_type\\\": \\\"expense\\\", \\\"children\\\": []},\\n 270| ]\\n 271| by_type = {\\\"income\\\": buckets[0][\\\"children\\\"], \\\"expense\\\": buckets[1][\\\"children\\\"]}\\n 272| for r in rows:\\n 273| d = row_to_dict(r) | {\\\"is_active\\\": bool(r[\\\"is_active\\\"]), \\\"children\\\": []}\\n 274| if d[\\\"category_type\\\"] in by_type:\\n 275| by_type[d[\\\"category_type\\\"]].append(d)\\n 276| return buckets\\n 277|\\n 278|\\n 279|def list_categories(conn: Connection, include_archived: bool = False) -> list[dict]:\\n 280| where = \\\"\\\" if include_archived else \\\"WHERE is_active = 1\\\"\\n 281| rows = conn.execute(\\n 282| f\\\"\\\"\\\"\\n 283| SELECT c.*,\\n 284| (SELECT COUNT(*) FROM budget_transactions t WHERE t.category_id=c.category_id) AS transaction_count,\\n 285| COALESCE((SELECT SUM(CAST(COALESCE(t.amount_chf, t.amount_original, '0') AS REAL)) FROM budget_transactions t WHERE t.category_id=c.category_id AND t.transaction_type='expense' AND t.status='confirmed'), 0) AS expense_sum_chf,\\n 286| (SELECT COUNT(*) FROM budget_plan_items p WHERE p.category_id=c.category_id AND p.is_active=1) AS active_plan_count\\n 287| FROM budget_categories c {where}\\n 288| ORDER BY sort_order, name\\n 289| \\\"\\\"\\\"\\n 290| ).fetchall()\\n 291| items = [row_to_dict(r) | {\\\"is_active\\\": bool(r[\\\"is_active\\\"]), \\\"children\\\": []} for r in rows]\\n 292| by_id = {i[\\\"category_id\\\"]: i for i in items}\\n 293| roots: list[dict] = []\\n 294| for item in items:\\n 295| parent_id = item.get(\\\"parent_category_id\\\")\\n 296| if parent_id and parent_id in by_id:\\n 297| by_id[parent_id][\\\"children\\\"].append(item)\\n 298| else:\\n 299| roots.append(item)\\n 300| return roots\\n 301|\\n 302|\\n 303|def list_tags(conn: Connection, include_archived: bool = True) -> list[dict]:\\n 304| where = \\\"\\\" if include_archived else \\\"WHERE is_active = 1\\\"\\n 305| rows = conn.execute(f\\\"SELECT * FROM budget_tags {where} ORDER BY is_active DESC, name\\\").fetchall()\\n 306| return [row_to_dict(r) | {\\\"is_active\\\": bool(r[\\\"is_active\\\"])} for r in rows]\\n 307|\\n 308|\\n 309|def _normalise_tag_payload(payload: dict) -> dict:\\n 310| name = str(payload.get(\\\"name\\\") or \\\"\\\").strip()\\n 311| if not name:\\n 312| raise HTTPException(status_code=422, detail=\\\"name is required\\\")\\n 313| return {\\n 314| \\\"tag_id\\\": payload.get(\\\"tag_id\\\") or new_id(\\\"btag\\\"),\\n 315| \\\"name\\\": name,\\n 316| \\\"color\\\": payload.get(\\\"color\\\") or None,\\n 317| }\\n 318|\\n 319|\\n 320|def create_tag_preview(conn: Connection, payload: dict) -> dict:\\n 321| normalised = _normalise_tag_payload(payload)\\n 322| existing = conn.execute(\\\"SELECT 1 FROM budget_tags WHERE lower(name)=lower(?)\\\", (normalised[\\\"name\\\"],)).fetchone()\\n 323| warnings = [\\\"Tag existiert bereits\\\"] if existing else []\\n 324| return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": normalised[\\\"name\\\"], \\\"warnings\\\": warnings, \\\"payload\\\": normalised}\\n 325|\\n 326|\\n 327|def confirm_create_tag(conn: Connection, payload: dict) -> dict:\\n 328| normalised = _normalise_tag_payload(payload)\\n 329| ts = now()\\n 330| conn.execute(\\n 331| \\\"\\\"\\\"\\n 332| INSERT INTO budget_tags(tag_id, name, color, is_active, created_at, updated_at)\\n 333| VALUES (?, ?, ?, 1, ?, ?)\\n 334| \\\"\\\"\\\",\\n 335| (normalised[\\\"tag_id\\\"], normalised[\\\"name\\\"], normalised[\\\"color\\\"], ts, ts),\\n 336| )\\n 337| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"create\\\", entity_type=\\\"budget_tag\\\", entity_id=normalised[\\\"tag_id\\\"], new_values=_audit_safe(normalised), created_by=\\\"user\\\")\\n 338| conn.commit()\\n 339| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": normalised[\\\"tag_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Tag gespeichert\\\"}\\n 340|\\n 341|\\n 342|def archive_tag(conn: Connection, tag_id: str) -> dict:\\n 343| row = conn.execute(\\\"SELECT * FROM budget_tags WHERE tag_id=?\\\", (tag_id,)).fetchone()\\n 344| if not row:\\n 345| raise HTTPException(status_code=404, detail=\\\"tag not found\\\")\\n 346| ts = now()\\n 347| conn.execute(\\\"UPDATE budget_tags SET is_active=0, updated_at=? WHERE tag_id=?\\\", (ts, tag_id))\\n 348| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"archive\\\", entity_type=\\\"budget_tag\\\", entity_id=tag_id, old_values=_audit_safe(row_to_dict(row)), new_values={\\\"is_active\\\": 0}, created_by=\\\"user\\\")\\n 349| conn.commit()\\n 350| return {\\\"status\\\": \\\"archived\\\", \\\"entity_id\\\": tag_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Tag archiviert\\\"}\\n 351|\", \"total_lines\": 350, \"file_size\": 21808, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_tA4YXS7BWVv0yDW6nmc5bVNz" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection\\n 4|\\n 5|from fastapi import HTTPException\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.services.budget_common import new_id, now, row_to_dict, validate_account_type, validate_currency\\n 9|\\n 10|\\n 11|def _normalise_payload(payload: dict) -> dict:\\n 12| name = str(payload.get(\\\"name\\\") or \\\"\\\").strip()\\n 13| if not name:\\n 14| raise HTTPException(status_code=422, detail=\\\"name is required\\\")\\n 15| linked_account_id = payload.get(\\\"linked_account_id\\\") or None\\n 16| return {\\n 17| \\\"budget_account_id\\\": payload.get(\\\"budget_account_id\\\") or new_id(\\\"bacc\\\"),\\n 18| \\\"linked_account_id\\\": linked_account_id,\\n 19| \\\"name\\\": name,\\n 20| \\\"account_type\\\": validate_account_type(payload.get(\\\"account_type\\\") or \\\"other\\\"),\\n 21| \\\"currency\\\": validate_currency(payload.get(\\\"currency\\\") or \\\"CHF\\\"),\\n 22| \\\"notes\\\": payload.get(\\\"notes\\\") or None,\\n 23| }\\n 24|\\n 25|\\n 26|def create_budget_account_preview(conn: Connection, payload: dict) -> dict:\\n 27| normalised = _normalise_payload(payload)\\n 28| if normalised[\\\"linked_account_id\\\"]:\\n 29| exists = conn.execute(\\\"SELECT 1 FROM accounts WHERE account_id=?\\\", (normalised[\\\"linked_account_id\\\"],)).fetchone()\\n 30| if not exists:\\n 31| raise HTTPException(status_code=422, detail=\\\"linked_account_id does not exist\\\")\\n 32| return {\\n 33| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 34| \\\"summary\\\": f\\\"{normalised['name']} · {normalised['account_type']} · {normalised['currency']}\\\",\\n 35| \\\"warnings\\\": [],\\n 36| \\\"payload\\\": normalised,\\n 37| }\\n 38|\\n 39|\\n 40|def confirm_create_budget_account(conn: Connection, payload: dict) -> dict:\\n 41| normalised = _normalise_payload(payload)\\n 42| ts = now()\\n 43| conn.execute(\\n 44| \\\"\\\"\\\"\\n 45| INSERT INTO budget_accounts(\\n 46| budget_account_id, linked_account_id, name, account_type, currency,\\n 47| is_active, archived_at, notes, created_at, updated_at\\n 48| ) VALUES (?, ?, ?, ?, ?, 1, NULL, ?, ?, ?)\\n 49| \\\"\\\"\\\",\\n 50| (\\n 51| normalised[\\\"budget_account_id\\\"],\\n 52| normalised[\\\"linked_account_id\\\"],\\n 53| normalised[\\\"name\\\"],\\n 54| normalised[\\\"account_type\\\"],\\n 55| normalised[\\\"currency\\\"],\\n 56| normalised[\\\"notes\\\"],\\n 57| ts,\\n 58| ts,\\n 59| ),\\n 60| )\\n 61| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"create\\\", entity_type=\\\"budget_account\\\", entity_id=normalised[\\\"budget_account_id\\\"], new_values=normalised, user_text_note=normalised.get(\\\"notes\\\"), created_by=\\\"user\\\")\\n 62| conn.commit()\\n 63| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": normalised[\\\"budget_account_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Budgetkonto gespeichert\\\"}\\n 64|\\n 65|\\n 66|def archive_budget_account(conn: Connection, account_id: str) -> dict:\\n 67| row = conn.execute(\\\"SELECT * FROM budget_accounts WHERE budget_account_id=?\\\", (account_id,)).fetchone()\\n 68| if not row:\\n 69| raise HTTPException(status_code=404, detail=\\\"budget account not found\\\")\\n 70| ts = now()\\n 71| conn.execute(\\\"UPDATE budget_accounts SET is_active=0, archived_at=?, updated_at=? WHERE budget_account_id=?\\\", (ts, ts, account_id))\\n 72| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"archive\\\", entity_type=\\\"budget_account\\\", entity_id=account_id, old_values=row_to_dict(row), new_values={\\\"is_active\\\": 0, \\\"archived_at\\\": ts}, confirmed=True, created_by=\\\"user\\\")\\n 73| conn.commit()\\n 74| return {\\\"status\\\": \\\"archived\\\", \\\"entity_id\\\": account_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Budgetkonto archiviert\\\"}\\n 75|\\n 76|\\n 77|def list_budget_accounts(conn: Connection, include_archived: bool = True) -> list[dict]:\\n 78| where = \\\"\\\" if include_archived else \\\"WHERE is_active = 1\\\"\\n 79| rows = conn.execute(f\\\"SELECT * FROM budget_accounts {where} ORDER BY is_active DESC, name\\\").fetchall()\\n 80| return [row_to_dict(r) | {\\\"is_active\\\": bool(r[\\\"is_active\\\"])} for r in rows]\\n 81|\", \"total_lines\": 80, \"file_size\": 3775, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_8YaoqqwSuidykJ710yEg9dfB" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import csv\\n 4|import hashlib\\n 5|import json\\n 6|import re\\n 7|from collections import defaultdict\\n 8|from dataclasses import dataclass\\n 9|from datetime import datetime, timedelta\\n 10|from decimal import Decimal, InvalidOperation\\n 11|from sqlite3 import Connection\\n 12|from typing import Any\\n 13|\\n 14|from fastapi import HTTPException\\n 15|\\n 16|from jarvis_finance.audit.log import record_audit_event\\n 17|from jarvis_finance.services.budget_common import new_id, now, row_to_dict\\n 18|from jarvis_finance.services.budget_transactions import confirm_budget_transaction\\n 19|\\n 20|SUBSCRIPTION_PATTERNS = [\\\"APPLE\\\", \\\"APPLE.COM\\\", \\\"GOOGLE\\\", \\\"AMAZON PRIME\\\", \\\"NETFLIX\\\", \\\"DISNEY\\\", \\\"DISNEYPLUS\\\"]\\n 21|MIGROS_PATTERNS = [\\\"MIGROS\\\", \\\"MIGROL\\\", \\\"CUMULUS\\\", \\\"MMM \\\"]\\n 22|GALAXUS_PATTERNS = [\\\"GALAXUS\\\"]\\n 23|INCOME_PATTERNS = [\\\"LOHN\\\", \\\"SALARY\\\", \\\"ARBEITGEBER\\\", \\\"PAYROLL\\\", \\\"GEHALT\\\"]\\n 24|TRANSFER_PATTERNS = [\\\"RAIFFEISEN\\\", \\\"AKB\\\", \\\"MARCEL\\\", \\\"MELANIE\\\", \\\"ÜBERTRAG\\\", \\\"UEBERTRAG\\\", \\\"TRANSFER\\\", \\\"EIGENES KONTO\\\", \\\"GUTSCHRIFT VON\\\"]\\n 25|\\n 26|\\n 27|def _decimal_text(value: object) -> str | None:\\n 28| if value in (None, \\\"\\\"):\\n 29| return None\\n 30| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\")\\n 31| text = text.replace(\\\"+\\\", \\\"\\\")\\n 32| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 33| text = text.replace(\\\",\\\", \\\".\\\")\\n 34| text = text.replace(\\\" \\\", \\\"\\\")\\n 35| try:\\n 36| return format(abs(Decimal(text)), \\\"f\\\")\\n 37| except (InvalidOperation, ValueError):\\n 38| return None\\n 39|\\n 40|\\n 41|def _signed_decimal(value: object) -> Decimal | None:\\n 42| if value in (None, \\\"\\\"):\\n 43| return None\\n 44| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\").replace(\\\"+\\\", \\\"\\\")\\n 45| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 46| text = text.replace(\\\",\\\", \\\".\\\")\\n 47| text = text.replace(\\\" \\\", \\\"\\\")\\n 48| try:\\n 49| return Decimal(text)\\n 50| except (InvalidOperation, ValueError):\\n 51| return None\\n 52|\\n 53|\\n 54|def _normalise(value: object) -> str:\\n 55| return str(value or \\\"\\\").strip().lower().replace(\\\"ä\\\", \\\"ae\\\").replace(\\\"ö\\\", \\\"oe\\\").replace(\\\"ü\\\", \\\"ue\\\").replace(\\\"\\\\ufeff\\\", \\\"\\\")\\n 56|\\n 57|\\n 58|def _upper_ascii(value: object) -> str:\\n 59| return _normalise(value).upper()\\n 60|\\n 61|\\n 62|def _date_text(value: object) -> str | None:\\n 63| text = str(value or \\\"\\\").strip()\\n 64| if not text:\\n 65| return None\\n 66| if re.match(r\\\"^\\\\d{4}-\\\\d{2}-\\\\d{2}\\\", text):\\n 67| return text[:10]\\n 68| m = re.match(r\\\"^(\\\\d{1,2})\\\\.(\\\\d{1,2})\\\\.(\\\\d{4})\\\", text)\\n 69| if m:\\n 70| d, mo, y = m.groups()\\n 71| return f\\\"{y}-{int(mo):02d}-{int(d):02d}\\\"\\n 72| return text[:10] if len(text) >= 10 else None\\n 73|\\n 74|\\n 75|def _category_name(conn: Connection, category_id: str | None) -> str | None:\\n 76| if not category_id:\\n 77| return None\\n 78| row = conn.execute(\\\"SELECT name FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 79| return str(row[\\\"name\\\"]) if row else None\\n 80|\\n 81|\\n 82|def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:\\n 83| cats = conn.execute(\\\"SELECT category_id, name FROM budget_categories WHERE is_active=1\\\").fetchall()\\n 84| for needle in needles:\\n 85| n = _normalise(needle)\\n 86| for cat in cats:\\n 87| if n and (n in _normalise(cat[\\\"name\\\"]) or _normalise(cat[\\\"name\\\"]) in n):\\n 88| return str(cat[\\\"category_id\\\"]), str(cat[\\\"name\\\"])\\n 89| return None, None\\n 90|\\n 91|\\n 92|def suggest_category(conn: Connection, description: str, source_label: str = \\\"\\\") -> tuple[str | None, str | None, str, bool]:\\n 93| text = _normalise(f\\\"{source_label} {description}\\\")\\n 94| if \\\"migros\\\" in text or \\\"cumulus\\\" in text:\\n 95| cid, cname = _category_by_name(conn, [\\\"Essen & Haushalt\\\", \\\"Grosseinkauf\\\", \\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"])\\n 96| return cid, cname or \\\"Essen & Haushalt / Grosseinkauf\\\", \\\"0.80\\\", cid is None\\n 97| keyword_map = [\\n 98| ([\\\"krankenkasse\\\", \\\"versicherung\\\", \\\"axa\\\", \\\"zurich\\\", \\\"css\\\", \\\"helsana\\\"], [\\\"Versicherungen\\\", \\\"Krankenkasse\\\"]),\\n 99| ([\\\"coop\\\", \\\"denner\\\", \\\"aldi\\\", \\\"lidl\\\"], [\\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"]),\\n 100| ([\\\"sbb\\\", \\\"zug\\\", \\\"bahn\\\", \\\"parking\\\", \\\"tankstelle\\\", \\\"mazda\\\"], [\\\"Mobilität\\\", \\\"Auto\\\"]),\\n 101| ([\\\"lohn\\\", \\\"salary\\\", \\\"einkommen\\\", \\\"gutschrift\\\"], [\\\"Einnahmen\\\", \\\"Lohn\\\"]),\\n 102| ]\\n 103| for words, cats in keyword_map:\\n 104| if any(w in text for w in words):\\n 105| cid, cname = _category_by_name(conn, cats)\\n 106| return cid, cname or cats[0], \\\"0.65\\\", cid is None\\n 107| return None, None, \\\"0.20\\\", True\\n 108|\\n 109|\\n 110|def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:\\n 111| if not tx_date or not amount:\\n 112| return None\\n 113| row = conn.execute(\\n 114| \\\"\\\"\\\"\\n 115| SELECT budget_transaction_id FROM budget_transactions\\n 116| WHERE transaction_date=? AND status IN ('confirmed','reversed')\\n 117| AND COALESCE(amount_chf, amount_original)=?\\n 118| AND lower(description)=lower(?)\\n 119| ORDER BY created_at LIMIT 1\\n 120| \\\"\\\"\\\",\\n 121| (tx_date, amount, description),\\n 122| ).fetchone()\\n 123| return str(row[\\\"budget_transaction_id\\\"]) if row else None\\n 124|\\n 125|\\n 126|def _candidate_key(source_label: str, row_ref: str, tx_date: str | None, amount: str | None, description: str) -> str:\\n 127| raw = \\\"|\\\".join([source_label, row_ref, tx_date or \\\"\\\", amount or \\\"\\\", description])\\n 128| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:24]\\n 129|\\n 130|\\n 131|def _fingerprint(parts: list[object]) -> str:\\n 132| raw = \\\"|\\\".join(str(p or \\\"\\\").strip() for p in parts)\\n 133| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:32]\\n 134|\\n 135|\\n 136|def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\\n 137| existing = conn.execute(\\n 138| \\\"\\\"\\\"\\n 139| SELECT 1 FROM budget_transaction_candidates\\n 140| WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n 141| AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n 142| \\\"\\\"\\\",\\n 143| (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n 144| ).fetchone()\\n 145| if existing:\\n 146| return False\\n 147| conn.execute(\\n 148| \\\"\\\"\\\"\\n 149| INSERT INTO budget_transaction_candidates(\\n 150| transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n 151| transaction_date, description, merchant, amount_original, currency_original,\\n 152| proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\\n 153| confidence, requires_review, status, notes, created_at, updated_at,\\n 154| classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\\n 155| receipt_key, linked_candidate_id, account_source, raw_fingerprint\\n 156| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 157| \\\"\\\"\\\",\\n 158| (\\n 159| row[\\\"transaction_candidate_id\\\"], row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"source_type\\\") or \\\"csv_seed\\\",\\n 160| row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"merchant\\\"), row.get(\\\"amount_original\\\"), row.get(\\\"currency_original\\\") or \\\"CHF\\\",\\n 161| row.get(\\\"proposed_category_id\\\"), row.get(\\\"proposed_category_name\\\"), row.get(\\\"duplicate_of_transaction_id\\\"),\\n 162| row.get(\\\"confidence\\\") or \\\"0\\\", 1 if row.get(\\\"requires_review\\\", True) else 0, row.get(\\\"status\\\") or \\\"pending\\\", row.get(\\\"notes\\\"), row[\\\"created_at\\\"], row[\\\"updated_at\\\"],\\n 163| row.get(\\\"classification\\\"), row.get(\\\"review_reason\\\"), row.get(\\\"rule_id\\\"), row.get(\\\"rule_name\\\"), row.get(\\\"source_priority\\\") or 50, row.get(\\\"covered_by_source\\\"),\\n 164| row.get(\\\"receipt_key\\\"), row.get(\\\"linked_candidate_id\\\"), row.get(\\\"account_source\\\"), row.get(\\\"raw_fingerprint\\\"),\\n 165| ),\\n 166| )\\n 167| return True\\n 168|\\n 169|\\n 170|def seed_transaction_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]] | list[list[Any]], *, source_file_label: str, source_type: str = \\\"csv_seed\\\") -> dict[str, int]:\\n 171| created = duplicates = review = suggested = ignored = confirmed = 0\\n 172| for idx, raw in enumerate(rows, start=1):\\n 173| if isinstance(raw, dict):\\n 174| low = {_normalise(k): v for k, v in raw.items()}\\n 175| description = str(low.get(\\\"beschreibung\\\") or low.get(\\\"description\\\") or low.get(\\\"text\\\") or low.get(\\\"artikel\\\") or low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip()\\n 176| merchant = str(low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"filiale\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip() or None\\n 177| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\") or low.get(\\\"buchungsdatum\\\") or low.get(\\\"valutadate\\\"))\\n 178| amount = _decimal_text(low.get(\\\"betrag\\\") or low.get(\\\"amount\\\") or low.get(\\\"umsatz\\\") or low.get(\\\"wert\\\") or low.get(\\\"originalamount\\\"))\\n 179| else:\\n 180| cells = [str(c).strip() for c in raw]\\n 181| description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), \\\"\\\")\\n 182| merchant = None\\n 183| tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)\\n 184| amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)\\n 185| if not description or not amount:\\n 186| ignored += 1\\n 187| continue\\n 188| cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)\\n 189| dup = _duplicate_of(conn, tx_date, amount, description)\\n 190| status = \\\"duplicate\\\" if dup else (\\\"needs_review\\\" if needs_review else \\\"pending\\\")\\n 191| if dup:\\n 192| duplicates += 1\\n 193| if cid:\\n 194| suggested += 1\\n 195| if needs_review:\\n 196| review += 1\\n 197| ts = now()\\n 198| row_ref = f\\\"R{idx}\\\"\\n 199| inserted = _insert_candidate(conn, {\\n 200| \\\"transaction_candidate_id\\\": \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, tx_date, amount, description),\\n 201| \\\"source_file_label\\\": source_file_label,\\n 202| \\\"source_row_or_range\\\": row_ref,\\n 203| \\\"source_type\\\": source_type,\\n 204| \\\"transaction_date\\\": tx_date,\\n 205| \\\"description\\\": description[:300],\\n 206| \\\"merchant\\\": merchant,\\n 207| \\\"amount_original\\\": amount,\\n 208| \\\"currency_original\\\": \\\"CHF\\\",\\n 209| \\\"proposed_category_id\\\": cid,\\n 210| \\\"proposed_category_name\\\": cname,\\n 211| \\\"duplicate_of_transaction_id\\\": dup,\\n 212| \\\"confidence\\\": conf,\\n 213| \\\"requires_review\\\": needs_review or bool(dup),\\n 214| \\\"status\\\": status,\\n 215| \\\"notes\\\": \\\"mvp_light_category_suggestion\\\",\\n 216| \\\"classification\\\": \\\"legacy_csv_seed\\\",\\n 217| \\\"review_reason\\\": \\\"legacy_seed_review\\\" if needs_review else \\\"legacy_seed_suggested\\\",\\n 218| \\\"raw_fingerprint\\\": _fingerprint([source_file_label, row_ref, tx_date, amount, description]),\\n 219| \\\"created_at\\\": ts,\\n 220| \\\"updated_at\\\": ts,\\n 221| })\\n 222| if inserted:\\n 223| created += 1\\n 224| conn.commit()\\n 225| return {\\\"candidate_count\\\": created, \\\"suggested_count\\\": suggested, \\\"review_required_count\\\": review, \\\"possible_duplicate_count\\\": duplicates, \\\"ignored_count\\\": ignored, \\\"confirmed_count\\\": confirmed}\\n 226|\\n 227|\\n 228|def seed_transaction_candidates_from_csv_text(conn: Connection, text: str, *, source_file_label: str, source_type: str = \\\"csv_seed\\\") -> dict[str, int]:\\n 229| sample = text[:4096]\\n 230| dialect = csv.Sniffer().sniff(sample, delimiters=\\\",;\\\\t\\\") if sample.strip() else csv.excel\\n 231| reader = csv.DictReader(text.splitlines(), dialect=dialect)\\n 232| if reader.fieldnames:\\n 233| return seed_transaction_candidates_from_rows(conn, list(reader), source_file_label=source_file_label, source_type=source_type)\\n 234| return seed_transaction_candidates_from_rows(conn, list(csv.reader(text.splitlines(), dialect=dialect)), source_file_label=source_file_label, source_type=source_type)\\n 235|\\n 236|\\n 237|def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = \\\"50.00\\\") -> dict[str, int]:\\n 238| _threshold = Decimal(threshold_chf)\\n 239| if not auto_category_id:\\n 240| auto_category_id, auto_category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 241| else:\\n 242| auto_category_name = _category_name(conn, auto_category_id)\\n 243| grouped: dict[str, list[tuple[int, dict[str, Any]]]] = defaultdict(list)\\n 244| ignored = 0\\n 245| for idx, raw in enumerate(rows, start=1):\\n 246| low = {_normalise(k): v for k, v in raw.items()}\\n 247| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\"))\\n 248| time = str(low.get(\\\"zeit\\\") or low.get(\\\"time\\\") or \\\"\\\").strip()\\n 249| store = str(low.get(\\\"filiale\\\") or low.get(\\\"store\\\") or \\\"Migros\\\").strip()\\n 250| register = str(low.get(\\\"kasse\\\") or low.get(\\\"kassennummer\\\") or low.get(\\\"register\\\") or \\\"\\\").strip()\\n 251| txn = str(low.get(\\\"transaktion\\\") or low.get(\\\"transaktionsnummer\\\") or low.get(\\\"bon\\\") or low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 252| amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 253| if not tx_date or not amount:\\n 254| ignored += 1\\n 255| continue\\n 256| key = _fingerprint([tx_date, time, store, register, txn])\\n 257| grouped[key].append((idx, raw))\\n 258| created = auto = review = line_count = 0\\n 259| for key, items in grouped.items():\\n 260| first_low = {_normalise(k): v for k, v in items[0][1].items()}\\n 261| tx_date = _date_text(first_low.get(\\\"datum\\\") or first_low.get(\\\"date\\\"))\\n 262| time = str(first_low.get(\\\"zeit\\\") or first_low.get(\\\"time\\\") or \\\"\\\").strip()\\n 263| store = str(first_low.get(\\\"filiale\\\") or first_low.get(\\\"store\\\") or \\\"Migros\\\").strip() or \\\"Migros\\\"\\n 264| register = str(first_low.get(\\\"kasse\\\") or first_low.get(\\\"kassennummer\\\") or first_low.get(\\\"register\\\") or \\\"\\\").strip()\\n 265| txn = str(first_low.get(\\\"transaktion\\\") or first_low.get(\\\"transaktionsnummer\\\") or first_low.get(\\\"bon\\\") or first_low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 266| total = sum(Decimal(_decimal_text(({_normalise(k): v for k, v in raw.items()}).get(\\\"umsatz\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"betrag\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"amount\\\")) or \\\"0\\\") for _, raw in items)\\n 267| amount = format(total, \\\"f\\\")\\n 268| needs_review = auto_category_id is None\\n 269| status = \\\"needs_review\\\" if needs_review else \\\"auto_categorized\\\"\\n 270| classification = \\\"migros_review_missing_category\\\" if needs_review else \\\"migros_receipt_food_household\\\"\\n 271| review_reason = \\\"migros_receipt_missing_food_household_category\\\" if needs_review else \\\"migros_receipt_auto_food_household\\\"\\n 272| row_ref = f\\\"BON:{tx_date}:{time}:{store}:{register}:{txn}\\\"[:180]\\n 273| ts = now()\\n 274| candidate_id = \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, tx_date, amount, \\\"Migros Bon\\\")\\n 275| inserted = _insert_candidate(conn, {\\n 276| \\\"transaction_candidate_id\\\": candidate_id,\\n 277| \\\"source_file_label\\\": source_file_label,\\n 278| \\\"source_row_or_range\\\": row_ref,\\n 279| \\\"source_type\\\": \\\"migros_receipt\\\",\\n 280| \\\"transaction_date\\\": tx_date,\\n 281| \\\"description\\\": f\\\"Migros Bon {store}\\\"[:300],\\n 282| \\\"merchant\\\": store,\\n 283| \\\"amount_original\\\": amount,\\n 284| \\\"currency_original\\\": \\\"CHF\\\",\\n 285| \\\"proposed_category_id\\\": None if needs_review else auto_category_id,\\n 286| \\\"proposed_category_name\\\": None if needs_review else auto_category_name,\\n 287| \\\"confidence\\\": \\\"0.90\\\" if not needs_review else \\\"0.60\\\",\\n 288| \\\"requires_review\\\": needs_review,\\n 289| \\\"status\\\": status,\\n 290| \\\"notes\\\": json.dumps({\\\"rule\\\": \\\"migros_receipt_food_household\\\", \\\"legacy_threshold_chf\\\": threshold_chf, \\\"line_items\\\": len(items), \\\"article_rows_are_detail_only\\\": True}, ensure_ascii=False),\\n 291| \\\"classification\\\": classification,\\n 292| \\\"review_reason\\\": review_reason,\\n 293| \\\"rule_id\\\": \\\"migros_receipt_food_household\\\" if not needs_review else \\\"migros_receipt_missing_category\\\",\\n 294| \\\"rule_name\\\": \\\"Migros Bon = Essen & Haushalt\\\" if not needs_review else \\\"Migros Bon Kategorie fehlt\\\",\\n 295| \\\"source_priority\\\": 90,\\n 296| \\\"receipt_key\\\": key,\\n 297| \\\"raw_fingerprint\\\": key,\\n 298| \\\"created_at\\\": ts,\\n 299| \\\"updated_at\\\": ts,\\n 300| })\\n 301| if inserted:\\n 302| created += 1\\n 303| auto += 0 if needs_review else 1\\n 304| review += 1 if needs_review else 0\\n 305| for idx, raw in items:\\n 306| low = {_normalise(k): v for k, v in raw.items()}\\n 307| item_amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 308| conn.execute(\\n 309| \\\"\\\"\\\"\\n 310| INSERT OR IGNORE INTO budget_import_line_items(\\n 311| line_item_id, transaction_candidate_id, source_file_label, receipt_key,\\n 312| source_row_or_range, item_name, quantity, is_promotion, amount_original,\\n 313| currency_original, raw_fingerprint, created_at\\n 314| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)\\n 315| \\\"\\\"\\\",\\n 316| (\\\"bline_\\\" + _fingerprint([source_file_label, key, idx]), candidate_id, source_file_label, key, f\\\"R{idx}\\\", str(low.get(\\\"artikel\\\") or low.get(\\\"article\\\") or \\\"\\\").strip(), str(low.get(\\\"menge\\\") or low.get(\\\"quantity\\\") or \\\"\\\").strip() or None, 1 if _normalise(low.get(\\\"aktion\\\") or \\\"\\\") in {\\\"1\\\", \\\"true\\\", \\\"ja\\\", \\\"yes\\\"} else 0, item_amount, _fingerprint([source_file_label, idx, raw]), ts),\\n 317| )\\n 318| line_count += 1\\n 319| conn.commit()\\n 320| return {\\\"receipt_candidate_count\\\": created, \\\"candidate_count\\\": created, \\\"line_item_count\\\": line_count, \\\"auto_assigned_count\\\": auto, \\\"review_required_count\\\": review, \\\"ignored_count\\\": ignored}\\n 321|\\n 322|\\n 323|def preview_migros_receipts_2026(conn: Connection, *, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 324| rows = conn.execute(\\n 325| \\\"\\\"\\\"\\n 326| SELECT status, COUNT(*) AS count\\n 327| FROM budget_transaction_candidates\\n 328| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 329| GROUP BY status\\n 330| \\\"\\\"\\\",\\n 331| (year,),\\n 332| ).fetchall()\\n 333| by_status = {str(r[\\\"status\\\"]): int(r[\\\"count\\\"] or 0) for r in rows}\\n 334| receipt_total = sum(by_status.values())\\n 335| confirmed = by_status.get(\\\"confirmed\\\", 0)\\n 336| open_count = sum(count for status, count in by_status.items() if status not in {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"})\\n 337| covered = conn.execute(\\n 338| \\\"\\\"\\\"\\n 339| SELECT COUNT(*) FROM budget_transaction_candidates\\n 340| WHERE status='covered_by_migros' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 341| \\\"\\\"\\\",\\n 342| (year,),\\n 343| ).fetchone()[0]\\n 344| line_items = conn.execute(\\n 345| \\\"\\\"\\\"\\n 346| SELECT COUNT(*)\\n 347| FROM budget_import_line_items li\\n 348| JOIN budget_transaction_candidates c ON c.transaction_candidate_id=li.transaction_candidate_id\\n 349| WHERE c.source_type='migros_receipt' AND substr(COALESCE(c.transaction_date,''),1,4)=?\\n 350| \\\"\\\"\\\",\\n 351| (year,),\\n 352| ).fetchone()[0]\\n 353| article_candidates = conn.execute(\\n 354| \\\"\\\"\\\"\\n 355| SELECT COUNT(*) FROM budget_transaction_candidates\\n 356| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 357| AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')\\n 358| AND COALESCE(source_type,'') NOT IN ('migros_receipt')\\n 359| AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n 360| \\\"\\\"\\\",\\n 361| (year,),\\n 362| ).fetchone()[0]\\n 363| return {\\n 364| \\\"year\\\": year,\\n 365| \\\"receipt_candidate_count\\\": receipt_total,\\n 366| \\\"confirmed_receipt_count\\\": confirmed,\\n 367| \\\"open_receipt_count\\\": open_count,\\n 368| \\\"covered_by_migros_count\\\": int(covered or 0),\\n 369| \\\"line_item_count\\\": int(line_items or 0),\\n 370| \\\"article_candidate_count\\\": int(article_candidates or 0),\\n 371| \\\"status_counts\\\": by_status,\\n 372| \\\"dry_run\\\": True,\\n 373| }\\n 374|\\n 375|\\n 376|def confirm_migros_receipts_2026(conn: Connection, *, account_id: str, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 377| if not account_id:\\n 378| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 379| category_id, category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 380| if not category_id:\\n 381| raise HTTPException(status_code=422, detail=\\\"Essen & Haushalt category required\\\")\\n 382| rows = conn.execute(\\n 383| \\\"\\\"\\\"\\n 384| SELECT * FROM budget_transaction_candidates\\n 385| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 386| AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')\\n 387| ORDER BY transaction_date, created_at\\n 388| \\\"\\\"\\\",\\n 389| (year,),\\n 390| ).fetchall()\\n 391| ts = now()\\n 392| confirmed = skipped = 0\\n 393| errors: list[dict[str, str]] = []\\n 394| for row in rows:\\n 395| cid = str(row[\\\"transaction_candidate_id\\\"])\\n 396| try:\\n 397| conn.execute(\\n 398| \\\"\\\"\\\"\\n 399| UPDATE budget_transaction_candidates\\n 400| SET proposed_category_id=?, proposed_category_name=?, confidence='0.98', requires_review=0,\\n 401| status='auto_categorized', classification='migros_receipt_food_household',\\n 402| review_reason='migros_receipt_auto_food_household', rule_id='migros_receipt_food_household',\\n 403| rule_name='Migros Bon = Essen & Haushalt', updated_at=?\\n 404| WHERE transaction_candidate_id=?\\n 405| \\\"\\\"\\\",\\n 406| (category_id, category_name, ts, cid),\\n 407| )\\n 408| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"category_id\\\": category_id, \\\"budget_year\\\": year})\\n 409| confirmed += 1\\n 410| except Exception as exc: # keep per-candidate auditability and aggregate reporting\\n 411| skipped += 1\\n 412| errors.append({\\\"candidate_id\\\": cid, \\\"error\\\": str(getattr(exc, \\\"detail\\\", str(exc)))})\\n 413| audit_id = record_audit_event(\\n 414| conn,\\n 415| source=\\\"budget_phase111_migros\\\",\\n 416| action=\\\"migros_receipts_2026_confirmed\\\",\\n 417| entity_type=\\\"budget_transaction_candidate\\\",\\n 418| entity_id=f\\\"migros:{year}\\\",\\n 419| new_values={\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped, \\\"error_count\\\": len(errors), \\\"line_item_transaction_count\\\": 0},\\n 420| created_by=\\\"agent\\\",\\n 421| )\\n 422| conn.commit()\\n 423| return {\\\"year\\\": year, \\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped, \\\"errors\\\": errors, \\\"line_item_transaction_count\\\": 0, \\\"audit_id\\\": audit_id}\\n 424|\\n 425|\\n 426|def _matches_any(text: str, patterns: list[str]) -> bool:\\n 427| hay = _normalise(text)\\n 428| return any(_normalise(p) in hay for p in patterns)\\n 429|\\n 430|\\n 431|PHASE16_RULES: list[dict[str, Any]] = [\\n 432| {\\\"id\\\": \\\"p16_food_supermarket\\\", \\\"name\\\": \\\"Essen & Haushalt · Supermarkt/Lebensmittel\\\", \\\"category\\\": \\\"Essen & Haushalt\\\", \\\"classification\\\": \\\"food_household\\\", \\\"confidence\\\": \\\"0.88\\\", \\\"patterns\\\": [\\\"Migros\\\", \\\"Coop\\\", \\\"ALDI SUISSE\\\", \\\"Lidl\\\", \\\"Denner\\\", \\\"Volg\\\", \\\"Schmidt's Märkte\\\", \\\"SPAR\\\", \\\"Yavuz Market\\\", \\\"Supermercato Dpiu\\\"]},\\n 433| {\\\"id\\\": \\\"p16_food_convenience\\\", \\\"name\\\": \\\"Essen & Haushalt · Convenience/Kiosk\\\", \\\"category\\\": \\\"Essen & Haushalt\\\", \\\"classification\\\": \\\"food_household\\\", \\\"confidence\\\": \\\"0.84\\\", \\\"patterns\\\": [\\\"Migrolino\\\", \\\"Coop Pronto\\\", \\\"Coop Vitality\\\", \\\"Avec\\\", \\\"K Kiosk\\\", \\\"Sonneland Kiosk\\\"]},\\n 434| {\\\"id\\\": \\\"p16_food_restaurant\\\", \\\"name\\\": \\\"Essen & Haushalt · Restaurant/Takeaway\\\", \\\"category\\\": \\\"Essen & Haushalt\\\", \\\"classification\\\": \\\"food_household\\\", \\\"confidence\\\": \\\"0.82\\\", \\\"patterns\\\": [\\\"McDonald's\\\", \\\"Burger King\\\", \\\"Holy Cow\\\", \\\"Subway\\\", \\\"Brezelkönig\\\", \\\"Dunkin\\\", \\\"Restaurant Smiling Fish\\\", \\\"Restaurant Aquarena\\\", \\\"FELFEL AG\\\", \\\"Just Eat\\\", \\\"PostFinance Restaurant W\\\", \\\"Erne Chuchi\\\", \\\"DORY & DU\\\", \\\"Marche Burger\\\", \\\"Ristorante Sale e Pepe\\\", \\\"Marché Restaurants\\\", \\\"Herrlisberg Gran Bar\\\", \\\"Restaurant Pantanal\\\", \\\"Ristorante Pizzeria La Pa\\\", \\\"Mammami\\\", \\\"Restaurant Zoologischer G\\\", \\\"Restaurant Big Sterne\\\", \\\"Artigiano Pizzeria Nap\\\", \\\"Restaurant Waldkantine\\\", \\\"Restaurant Tannegg\\\", \\\"Gasthaus Felsgarten\\\", \\\"Lenzo Palace\\\", \\\"kunz AG art of sweets\\\", \\\"Spezialitäten-Metzgerei Bechinger\\\", \\\"Müller Drogeriemarkt\\\", \\\"Sonneland AG Shop\\\", \\\"Sportcenter Bustelbach\\\"]},\\n 435| {\\\"id\\\": \\\"p16_home_garden\\\", \\\"name\\\": \\\"Hausrat / Möbel & Garten\\\", \\\"category\\\": \\\"Hausrat / Möbel & Garten\\\", \\\"classification\\\": \\\"home_garden\\\", \\\"confidence\\\": \\\"0.86\\\", \\\"patterns\\\": [\\\"IKEA\\\", \\\"Möbelmarkt Dogern\\\", \\\"JUMBO\\\", \\\"Boni-Shop\\\", \\\"Landi\\\", \\\"Zulauf Gartencenter\\\", \\\"Grillfurst Schweiz GmbH\\\"]},\\n 436| {\\\"id\\\": \\\"p16_leisure_subscriptions\\\", \\\"name\\\": \\\"Freizeit / Ausflüge / Abos\\\", \\\"category\\\": \\\"Freizeit / Ausflüge / Abos\\\", \\\"classification\\\": \\\"subscription_auto\\\", \\\"confidence\\\": \\\"0.90\\\", \\\"patterns\\\": [\\\"Apple\\\", \\\"Apple.com\\\", \\\"Google\\\", \\\"Amazon Prime\\\", \\\"Netflix\\\", \\\"Disney\\\", \\\"Disney Plus\\\", \\\"Disney Streaming\\\", \\\"DisneyPlus\\\", \\\"Paramount+\\\", \\\"Prime Video CH\\\", \\\"Babbel\\\", \\\"OpenAI\\\", \\\"ChatGPT\\\", \\\"Europa-Park\\\", \\\"Knie's Kinderzoo\\\", \\\"Zoo Zürich\\\", \\\"Zoo Basel\\\", \\\"Zoo Hasel\\\", \\\"Technorama\\\", \\\"Legionarspfad\\\", \\\"Bad Schinznach\\\", \\\"aquabasilea\\\", \\\"Thermalbad Zurzach\\\", \\\"Alpamare\\\", \\\"sole uno\\\", \\\"Thermalquelle\\\", \\\"Kurhotel im Park\\\", \\\"Kraftreaktor\\\", \\\"Seilbahn Weissenstein\\\", \\\"Grand Casino Baden\\\", \\\"Pathé\\\", \\\"Cinema Excelsior\\\", \\\"Koi-Breeder\\\", \\\"OTT-Feuerwerk\\\"]},\\n 437| {\\\"id\\\": \\\"p16_health_medical\\\", \\\"name\\\": \\\"Gesundheit / Medizin\\\", \\\"category\\\": \\\"Gesundheit / Medizin\\\", \\\"classification\\\": \\\"health_medical\\\", \\\"confidence\\\": \\\"0.88\\\", \\\"patterns\\\": [\\\"Kantonsspital Baden\\\", \\\"KSB\\\", \\\"Universitätsspital Zürich\\\", \\\"Spital Bulach\\\", \\\"Spital Wil\\\", \\\"Apotheke Suessbach\\\", \\\"Vindonissa Rotpunkt\\\", \\\"Loewen Apotheke Frick\\\", \\\"Rotpunkt Apotheken\\\", \\\"Storchen Apotheke\\\", \\\"Apotheke Tag\\\", \\\"Analytica Med\\\", \\\"Laboratori\\\", \\\"Stiftung Gesundheit\\\", \\\"iHerb\\\"]},\\n 438| {\\\"id\\\": \\\"p16_auto_transport\\\", \\\"name\\\": \\\"Auto / Transport\\\", \\\"category\\\": \\\"Auto / Transport\\\", \\\"classification\\\": \\\"auto_transport\\\", \\\"confidence\\\": \\\"0.87\\\", \\\"patterns\\\": [\\\"Agrola\\\", \\\"Migrol\\\", \\\"Tamoil\\\", \\\"AVIA\\\", \\\"Esso\\\", \\\"Royal Dutch Shell\\\", \\\"Shell\\\", \\\"Voegtlin-Meyer\\\", \\\"Tankstelle Gebr. Knecht\\\", \\\"Tank-Rastanlage Neckarbur\\\", \\\"Spital Bulach - Parking\\\", \\\"ParkplatzAnnerstrasse\\\", \\\"Parkplatz Rosengarten\\\", \\\"City Parkhaus Zürich\\\", \\\"Parkhaus Trafo Baden\\\", \\\"EasyPark\\\", \\\"Eisi Parkhaus\\\", \\\"Parkhaus Messe Zürich\\\", \\\"Parking Gais-Center\\\", \\\"Mobility Hub Parkservice\\\", \\\"Parkingpay\\\", \\\"SBB CFF FFS\\\", \\\"SBB P+Rail Turgi\\\", \\\"Flughafen Zürich\\\", \\\"Palma de Mallorca Airport\\\", \\\"Volvo Car Corporation\\\"]},\\n 439| {\\\"id\\\": \\\"p16_shopping\\\", \\\"name\\\": \\\"Shopping / Kleidung & Elektronik\\\", \\\"category\\\": \\\"Shopping / Kleidung & Elektronik\\\", \\\"classification\\\": \\\"shopping\\\", \\\"confidence\\\": \\\"0.84\\\", \\\"patterns\\\": [\\\"Apfelkiste\\\", \\\"Apple\\\", \\\"MediaMarkt\\\", \\\"H&M\\\", \\\"C&A\\\", \\\"VAN GRAAF\\\", \\\"Claire's\\\", \\\"Dosenbach\\\", \\\"Vero Moda\\\", \\\"OLYMP Digital\\\", \\\"Decathlon\\\", \\\"Smyths Toys\\\", \\\"AliExpress\\\"]},\\n 440| {\\\"id\\\": \\\"p16_pets\\\", \\\"name\\\": \\\"Haustiere\\\", \\\"category\\\": \\\"Haustiere\\\", \\\"classification\\\": \\\"pets\\\", \\\"confidence\\\": \\\"0.89\\\", \\\"patterns\\\": [\\\"QUALIPET\\\", \\\"Fressnapf\\\", \\\"Kleintierpraxis Tim\\\"]},\\n 441| {\\\"id\\\": \\\"p16_admin_other\\\", \\\"name\\\": \\\"Sonstiges / Administration\\\", \\\"category\\\": \\\"Sonstiges / Administration\\\", \\\"classification\\\": \\\"admin_other\\\", \\\"confidence\\\": \\\"0.76\\\", \\\"patterns\\\": [\\\"Finanzverw.des Kt Schaffh\\\", \\\"Gemeinde Windisch\\\", \\\"Gemeindeverw. Spreitenbac\\\", \\\"Regionalpolizei Brugg\\\", \\\"Dropbox\\\", \\\"Norton\\\", \\\"2CO.COM\\\", \\\"BITDEFENDER\\\", \\\"Bitdefender\\\", \\\"Alpha Progression\\\", \\\"Solar Manager AG\\\", \\\"TradingView\\\", \\\"Ricardo\\\", \\\"Beck-Mobile\\\", \\\"Eventlogistik-Armyliq\\\", \\\"Payment Solution & Servic\\\", \\\"SegPay.com\\\", \\\"Sami International\\\"]},\\n 442|]\\n 443|\\n 444|GALAXUS_DIGITEC_RULE = {\\\"id\\\": \\\"p16_galaxus_digitec_review\\\", \\\"name\\\": \\\"Galaxus/Digitec manuell prüfen oder splitten\\\", \\\"category\\\": \\\"Shopping / Kleidung & Elektronik\\\", \\\"classification\\\": \\\"galaxus_review\\\", \\\"confidence\\\": \\\"0.72\\\", \\\"patterns\\\": [\\\"Digitec Galaxus AG\\\", \\\"Galaxus\\\", \\\"Digitec\\\"]}\\n 445|\\n 446|\\n 447|def _is_primary_migros_card_text(text: str) -> bool:\\n 448| hay = _normalise(text)\\n 449| if \\\"migrol\\\" in hay:\\n 450| return False\\n 451| return any(p in hay for p in [\\\"migros\\\", \\\"cumulus\\\", \\\"mmm \\\"])\\n 452|\\n 453|\\n 454|def _phase16_match(text: str) -> dict[str, Any] | None:\\n 455| if _matches_any(text, GALAXUS_DIGITEC_RULE[\\\"patterns\\\"]):\\n 456| return GALAXUS_DIGITEC_RULE\\n 457| for rule in PHASE16_RULES:\\n 458| if _matches_any(text, rule[\\\"patterns\\\"]):\\n 459| return rule\\n 460| return None\\n 461|\\n 462|\\n 463|def _category_id_name(conn: Connection, name: str) -> tuple[str | None, str]:\\n 464| row = conn.execute(\\\"SELECT category_id, name FROM budget_categories WHERE is_active=1 AND lower(name)=lower(?) ORDER BY sort_order LIMIT 1\\\", (name,)).fetchone()\\n 465| if row:\\n 466| return str(row[\\\"category_id\\\"]), str(row[\\\"name\\\"])\\n 467| cid, cname = _category_by_name(conn, [name])\\n 468| return cid, cname or name\\n 469|\\n 470|\\n 471|def apply_user_budget_rules_to_candidates(conn: Connection, *, year: str = \\\"2026\\\") -> dict[str, int]:\\n 472| rows = conn.execute(\\n 473| \\\"\\\"\\\"\\n 474| SELECT * FROM budget_transaction_candidates\\n 475| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 476| AND source_type IN ('credit_card_csv','migros_receipt')\\n 477| AND status NOT IN ('confirmed','ignored','superseded')\\n 478| ORDER BY created_at\\n 479| \\\"\\\"\\\",\\n 480| (year,),\\n 481| ).fetchall()\\n 482| counts = {\\n 483| \\\"candidate_total\\\": 0, \\\"auto_categorized_count\\\": 0, \\\"review_required_count\\\": 0,\\n 484| \\\"galaxus_digitec_review_count\\\": 0, \\\"covered_by_migros_count\\\": 0,\\n 485| \\\"migros_under_50_count\\\": 0, \\\"migros_over_50_count\\\": 0, \\\"subscription_count\\\": 0,\\n 486| \\\"health_medical_count\\\": 0, \\\"auto_transport_count\\\": 0, \\\"shopping_count\\\": 0,\\n 487| \\\"pets_count\\\": 0, \\\"admin_other_count\\\": 0, \\\"unclear_count\\\": 0,\\n 488| \\\"productive_confirmed_count\\\": 0,\\n 489| }\\n 490| changed = 0\\n 491| ts = now()\\n 492| for row in rows:\\n 493| counts[\\\"candidate_total\\\"] += 1\\n 494| desc = f\\\"{row['merchant'] or ''} {row['description'] or ''}\\\"\\n 495| source_type = row[\\\"source_type\\\"]\\n 496| status = \\\"needs_review\\\"; requires_review = 1; category_id = None; category_name = None\\n 497| confidence = \\\"0.35\\\"; classification = \\\"unclear\\\"; review_reason = \\\"Keine sichere Regel gefunden\\\"; rule_id = \\\"p16_unclear\\\"; rule_name = \\\"Unklar · manuelle Prüfung\\\"; covered_by = None\\n 498| if source_type == \\\"credit_card_csv\\\" and _is_primary_migros_card_text(desc):\\n 499| status = \\\"covered_by_migros\\\"; requires_review = 0; confidence = \\\"0.96\\\"; classification = \\\"covered_by_migros\\\"\\n 500| review_reason = \\\"Migros-CSV ist primäre Quelle für Migros-Ausgaben\\\"; rule_id = \\\"p16_card_migros_covered\\\"; rule_name = \\\"Kreditkarten-Migros durch Migros-CSV abgedeckt\\\"; covered_by = \\\"migros_csv\\\"\\n 501| counts[\\\"covered_by_migros_count\\\"] += 1\\n 502| elif source_type == \\\"migros_receipt\\\":\\n 503| category_id, category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 504| classification = \\\"migros_receipt_food_household\\\"\\n 505| confidence = \\\"0.98\\\"\\n 506| rule_id = \\\"migros_receipt_food_household\\\"\\n 507| rule_name = \\\"Migros Bon = Essen & Haushalt\\\"\\n 508| review_reason = \\\"Migros Bon automatisch Essen & Haushalt; Artikelzeilen bleiben Detaildaten\\\"\\n 509| status = \\\"auto_categorized\\\"\\n 510| requires_review = 0\\n 511| counts[\\\"migros_under_50_count\\\"] += 1\\n 512| else:\\n 513| rule = _phase16_match(desc)\\n 514| if rule:\\n 515| category_id, category_name = _category_id_name(conn, str(rule[\\\"category\\\"]))\\n 516| classification = str(rule[\\\"classification\\\"]); confidence = str(rule[\\\"confidence\\\"]); rule_id = str(rule[\\\"id\\\"]); rule_name = str(rule[\\\"name\\\"])\\n 517| if rule is GALAXUS_DIGITEC_RULE:\\n 518| status = \\\"needs_review\\\"; requires_review = 1; review_reason = \\\"Galaxus/Digitec bitte manuell prüfen oder splitten\\\"; counts[\\\"galaxus_digitec_review_count\\\"] += 1\\n 519| elif classification == \\\"admin_other\\\" and Decimal(confidence) < Decimal(\\\"0.80\\\"):\\n 520| status = \\\"needs_review\\\"; requires_review = 1; review_reason = \\\"Sonstiges/Administration eher manuell prüfen\\\"\\n 521| else:\\n 522| status = \\\"auto_categorized\\\"; requires_review = 0; review_reason = f\\\"Automatischer Vorschlag nach Nutzerregel: {rule_name}\\\"\\n 523| if classification == \\\"subscription_auto\\\": counts[\\\"subscription_count\\\"] += 1\\n 524| if classification == \\\"health_medical\\\": counts[\\\"health_medical_count\\\"] += 1\\n 525| if classification == \\\"auto_transport\\\": counts[\\\"auto_transport_count\\\"] += 1\\n 526| if classification == \\\"shopping\\\": counts[\\\"shopping_count\\\"] += 1\\n 527| if classification == \\\"pets\\\": counts[\\\"pets_count\\\"] += 1\\n 528| if classification == \\\"admin_other\\\": counts[\\\"admin_other_count\\\"] += 1\\n 529| else:\\n 530| counts[\\\"unclear_count\\\"] += 1\\n 531| if status == \\\"auto_categorized\\\":\\n 532| counts[\\\"auto_categorized_count\\\"] += 1\\n 533| if requires_review:\\n 534| counts[\\\"review_required_count\\\"] += 1\\n 535| conn.execute(\\n 536| \\\"\\\"\\\"\\n 537| UPDATE budget_transaction_candidates\\n 538| SET proposed_category_id=?, proposed_category_name=?, confidence=?, requires_review=?, status=?,\\n 539| classification=?, review_reason=?, rule_id=?, rule_name=?, covered_by_source=?, updated_at=?\\n 540| WHERE transaction_candidate_id=?\\n 541| \\\"\\\"\\\",\\n 542| (category_id, category_name, confidence, requires_review, status, classification, review_reason, rule_id, rule_name, covered_by, ts, row[\\\"transaction_candidate_id\\\"]),\\n 543| )\\n 544| changed += 1\\n 545| audit_id = record_audit_event(conn, source=\\\"budget_phase16_rules\\\", action=\\\"apply_user_budget_rules\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=f\\\"year:{year}\\\", new_values=counts | {\\\"changed_count\\\": changed}, created_by=\\\"agent\\\")\\n 546| conn.commit()\\n 547| counts[\\\"audit_id\\\"] = audit_id # type: ignore[assignment]\\n 548| return counts\\n 549|\\n 550|\\n 551|def seed_credit_card_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, subscription_category_id: str | None = None, migros_covered: bool = True) -> dict[str, int]:\\n 552| sub_name = _category_name(conn, subscription_category_id)\\n 553| created = subs = galaxus = covered = dup_count = review = ignored = 0\\n 554| for idx, raw in enumerate(rows, start=1):\\n 555| low = {_normalise(k): v for k, v in raw.items()}\\n 556| desc = str(low.get(\\\"beschreibung\\\") or low.get(\\\"description\\\") or low.get(\\\"text\\\") or low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"details\\\") or \\\"\\\").strip()\\n 557| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\") or low.get(\\\"buchungsdatum\\\"))\\n 558| amount = _decimal_text(low.get(\\\"betrag\\\") or low.get(\\\"amount\\\") or low.get(\\\"umsatz\\\"))\\n 559| if not desc or not amount:\\n 560| ignored += 1; continue\\n 561| is_sub = _matches_any(desc, SUBSCRIPTION_PATTERNS)\\n 562| is_galaxus = _matches_any(desc, GALAXUS_PATTERNS)\\n 563| is_migros = _matches_any(desc, MIGROS_PATTERNS)\\n 564| dup = _duplicate_of(conn, tx_date, amount, desc)\\n 565| status = \\\"pending\\\"; needs_review = False; category_id = None; category_name = None; classification = \\\"card_uncategorized\\\"; reason = \\\"card_review\\\"; conf = \\\"0.40\\\"; covered_by = None\\n 566| if is_sub:\\n 567| category_id = subscription_category_id; category_name = sub_name; classification = \\\"subscription_auto\\\"; reason = \\\"subscription_merchant_rule\\\"; conf = \\\"0.90\\\"; subs += 1\\n 568| if is_migros and migros_covered:\\n 569| status = \\\"covered_by_migros\\\"; needs_review = False; classification = \\\"covered_by_migros\\\"; reason = \\\"credit_card_migros_covered_by_migros\\\"; conf = \\\"0.95\\\"; covered_by = \\\"migros_csv\\\"\\n 570| covered += 1\\n 571| elif dup:\\n 572| status = \\\"duplicate\\\"; needs_review = True; reason = \\\"matched_existing_transaction\\\"; dup_count += 1\\n 573| elif is_galaxus:\\n 574| status = \\\"needs_review\\\"; needs_review = True; classification = \\\"galaxus_review\\\"; reason = \\\"galaxus_requires_user_category_or_split\\\"; conf = \\\"0.70\\\"; galaxus += 1; review += 1\\n 575| else:\\n 576| status = \\\"needs_review\\\"; needs_review = True; review += 1\\n 577| ts = now(); row_ref = f\\\"R{idx}\\\"\\n 578| if _insert_candidate(conn, {\\n 579| \\\"transaction_candidate_id\\\": \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, tx_date, amount, desc),\\n 580| \\\"source_file_label\\\": source_file_label, \\\"source_row_or_range\\\": row_ref, \\\"source_type\\\": \\\"credit_card_csv\\\",\\n 581| \\\"transaction_date\\\": tx_date, \\\"description\\\": desc[:300], \\\"merchant\\\": desc[:120], \\\"amount_original\\\": amount, \\\"currency_original\\\": \\\"CHF\\\",\\n 582| \\\"proposed_category_id\\\": category_id, \\\"proposed_category_name\\\": category_name, \\\"duplicate_of_transaction_id\\\": dup,\\n 583| \\\"confidence\\\": conf, \\\"requires_review\\\": needs_review, \\\"status\\\": status, \\\"notes\\\": reason,\\n 584| \\\"classification\\\": classification, \\\"review_reason\\\": reason, \\\"rule_id\\\": classification, \\\"source_priority\\\": 70,\\n 585| \\\"covered_by_source\\\": covered_by, \\\"raw_fingerprint\\\": _fingerprint([source_file_label, row_ref, tx_date, amount, desc]), \\\"created_at\\\": ts, \\\"updated_at\\\": ts,\\n 586| }):\\n 587| created += 1\\n 588| conn.commit()\\n 589| return {\\\"candidate_count\\\": created, \\\"subscription_auto_count\\\": subs, \\\"galaxus_review_count\\\": galaxus, \\\"covered_by_migros_count\\\": covered, \\\"possible_duplicate_count\\\": dup_count, \\\"review_required_count\\\": review, \\\"ignored_count\\\": ignored}\\n 590|\\n 591|\\n 592|@dataclass\\n 593|class _BankRow:\\n 594| idx: int\\n 595| date: str | None\\n 596| desc: str\\n 597| amount_abs: str\\n 598| amount_signed: Decimal\\n 599| account: str | None\\n 600|\\n 601|\\n 602|def _bank_rows(rows: list[dict[str, Any]]) -> list[_BankRow]:\\n 603| parsed = []\\n 604| for idx, raw in enumerate(rows, start=1):\\n 605| low = {_normalise(k): v for k, v in raw.items()}\\n 606| desc = str(low.get(\\\"beschreibung\\\") or low.get(\\\"description\\\") or low.get(\\\"text\\\") or low.get(\\\"name\\\") or \\\"\\\").strip()\\n 607| date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\") or low.get(\\\"buchungsdatum\\\"))\\n 608| signed = _signed_decimal(low.get(\\\"betrag\\\") or low.get(\\\"amount\\\") or low.get(\\\"umsatz\\\"))\\n 609| if not desc or signed is None:\\n 610| continue\\n 611| parsed.append(_BankRow(idx, date, desc, format(abs(signed), \\\"f\\\"), signed, str(low.get(\\\"konto\\\") or low.get(\\\"account\\\") or \\\"\\\").strip() or None))\\n 612| return parsed\\n 613|\\n 614|\\n 615|def _find_transfer_indices(rows: list[_BankRow]) -> set[int]:\\n 616| indices: set[int] = set()\\n 617| for i, left in enumerate(rows):\\n 618| for right in rows[i + 1:]:\\n 619| if left.amount_abs != right.amount_abs or left.amount_signed * right.amount_signed >= 0:\\n 620| continue\\n 621| if left.date and right.date:\\n 622| d1 = datetime.fromisoformat(left.date); d2 = datetime.fromisoformat(right.date)\\n 623| if abs((d1 - d2).days) > 3:\\n 624| continue\\n 625| joined = f\\\"{left.desc} {right.desc} {left.account or ''} {right.account or ''}\\\"\\n 626| if _matches_any(joined, TRANSFER_PATTERNS):\\n 627| indices.add(left.idx); indices.add(right.idx)\\n 628| return indices\\n 629|\\n 630|\\n 631|def seed_bank_transfer_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, income_category_id: str | None = None) -> dict[str, int]:\\n 632| parsed = _bank_rows(rows)\\n 633| transfer_indices = _find_transfer_indices(parsed)\\n 634| income_name = _category_name(conn, income_category_id)\\n 635| created = income = transfer = review = dup_count = 0\\n 636| for br in parsed:\\n 637| dup = _duplicate_of(conn, br.date, br.amount_abs, br.desc)\\n 638| category_id = None; category_name = None; status = \\\"needs_review\\\"; needs_review = True; classification = \\\"bank_review\\\"; reason = \\\"bank_payment_unclear\\\"; tx_type = \\\"expense\\\" if br.amount_signed < 0 else \\\"income\\\"; conf = \\\"0.50\\\"\\n 639| if br.idx in transfer_indices:\\n 640| status = \\\"transfer_candidate\\\"; needs_review = True; classification = \\\"transfer_candidate\\\"; reason = \\\"possible_internal_transfer\\\"; tx_type = \\\"transfer\\\"; conf = \\\"0.85\\\"; transfer += 1\\n 641| elif br.amount_signed > 0 and _matches_any(br.desc, INCOME_PATTERNS):\\n 642| category_id = income_category_id; category_name = income_name; status = \\\"pending\\\"; needs_review = False; classification = \\\"income_candidate\\\"; reason = \\\"income_pattern\\\"; tx_type = \\\"income\\\"; conf = \\\"0.85\\\"; income += 1\\n 643| elif dup:\\n 644| status = \\\"duplicate\\\"; classification = \\\"possible_duplicate\\\"; reason = \\\"matched_existing_transaction\\\"; dup_count += 1\\n 645| else:\\n 646| review += 1\\n 647| ts = now(); row_ref = f\\\"R{br.idx}\\\"\\n 648| if _insert_candidate(conn, {\\n 649| \\\"transaction_candidate_id\\\": \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, br.date, br.amount_abs, br.desc),\\n 650| \\\"source_file_label\\\": source_file_label, \\\"source_row_or_range\\\": row_ref, \\\"source_type\\\": \\\"bank_csv\\\",\\n 651| \\\"transaction_date\\\": br.date, \\\"description\\\": br.desc[:300], \\\"merchant\\\": None, \\\"amount_original\\\": br.amount_abs, \\\"currency_original\\\": \\\"CHF\\\",\\n 652| \\\"proposed_category_id\\\": category_id, \\\"proposed_category_name\\\": category_name, \\\"duplicate_of_transaction_id\\\": dup,\\n 653| \\\"confidence\\\": conf, \\\"requires_review\\\": needs_review, \\\"status\\\": status, \\\"notes\\\": json.dumps({\\\"transaction_type\\\": tx_type, \\\"reason\\\": reason}, ensure_ascii=False),\\n 654| \\\"classification\\\": classification, \\\"review_reason\\\": reason, \\\"rule_id\\\": classification, \\\"source_priority\\\": 80,\\n 655| \\\"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,\\n 656| }):\\n 657| created += 1\\n 658| conn.commit()\\n 659| return {\\\"candidate_count\\\": created, \\\"income_candidate_count\\\": income, \\\"transfer_candidate_count\\\": transfer, \\\"review_required_count\\\": review, \\\"possible_duplicate_count\\\": dup_count}\\n 660|\\n 661|\\n 662|def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False) -> list[dict[str, Any]]:\\n 663| clauses=[]; params=[]\\n 664| if budget_year:\\n 665| clauses.append(\\\"substr(transaction_date,1,4)=?\\\"); params.append(budget_year)\\n 666| if status:\\n 667| clauses.append(\\\"status=?\\\"); params.append(status)\\n 668| elif not include_reference and not tab:\\n 669| clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')\\\")\\n 670| if tab:\\n 671| mapping = {\\n 672| \\\"auto\\\": \\\"requires_review=0 AND status IN ('pending','auto_categorized')\\\",\\n 673| \\\"review\\\": \\\"requires_review=1 AND status IN ('needs_review','pending','transfer_candidate','duplicate','duplicate_candidate')\\\",\\n 674| \\\"subscriptions\\\": \\\"classification='subscription_auto'\\\",\\n 675| \\\"galaxus\\\": \\\"classification='galaxus_review'\\\",\\n 676| \\\"migros_over_50\\\": \\\"classification='migros_review_over_threshold'\\\",\\n 677| \\\"health\\\": \\\"classification='health_medical'\\\",\\n 678| \\\"auto_transport\\\": \\\"classification='auto_transport'\\\",\\n 679| \\\"shopping\\\": \\\"classification IN ('shopping','galaxus_review')\\\",\\n 680| \\\"pets\\\": \\\"classification='pets'\\\",\\n 681| \\\"unclear\\\": \\\"classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')\\\",\\n 682| \\\"covered_by_migros\\\": \\\"status='covered_by_migros'\\\",\\n 683| \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n 684| \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n 685| \\\"bank\\\": \\\"source_type='bank_csv'\\\",\\n 686| \\\"income\\\": \\\"classification='income_candidate'\\\",\\n 687| \\\"ignored\\\": \\\"status IN ('ignored','covered_by_migros','superseded','reference_2025','archived_reference')\\\",\\n 688| }\\n 689| if tab in mapping:\\n 690| clauses.append(mapping[tab])\\n 691| if source_type:\\n 692| clauses.append(\\\"source_type=?\\\"); params.append(source_type)\\n 693| if category_id:\\n 694| clauses.append(\\\"proposed_category_id=?\\\"); params.append(category_id)\\n 695| if merchant:\\n 696| clauses.append(\\\"lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?\\\"); params.append(f\\\"%{merchant.lower()}%\\\")\\n 697| if rule:\\n 698| clauses.append(\\\"lower(COALESCE(rule_id,'') || ' ' || COALESCE(rule_name,'') || ' ' || COALESCE(review_reason,'')) LIKE ?\\\"); params.append(f\\\"%{rule.lower()}%\\\")\\n 699| if min_confidence:\\n 700| clauses.append(\\\"CAST(COALESCE(confidence,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(min_confidence)\\n 701| if date_from:\\n 702| clauses.append(\\\"transaction_date>=?\\\"); params.append(date_from)\\n 703| if date_to:\\n 704| clauses.append(\\\"transaction_date<=?\\\"); params.append(date_to)\\n 705| if amount_min:\\n 706| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(amount_min)\\n 707| if amount_max:\\n 708| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) <= CAST(? AS REAL)\\\"); params.append(amount_max)\\n 709| where = \\\"WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n 710| sort_map = {\\\"date\\\": \\\"transaction_date\\\", \\\"merchant\\\": \\\"lower(COALESCE(merchant, description))\\\", \\\"category\\\": \\\"proposed_category_name\\\", \\\"confidence\\\": \\\"CAST(COALESCE(confidence,'0') AS REAL)\\\", \\\"source\\\": \\\"source_type\\\", \\\"status\\\": \\\"status\\\", \\\"created_at\\\": \\\"created_at\\\"}\\n 711| order_col = sort_map.get(sort_by, \\\"created_at\\\")\\n 712| direction = \\\"ASC\\\" if sort_dir.lower() == \\\"asc\\\" else \\\"DESC\\\"\\n 713| rows = conn.execute(f\\\"SELECT * FROM budget_transaction_candidates {where} ORDER BY {order_col} {direction}, created_at DESC LIMIT 500\\\", params).fetchall()\\n 714| return [row_to_dict(r) | {\\\"requires_review\\\": bool(r[\\\"requires_review\\\"])} for r in rows]\\n 715|\\n 716|\\n 717|def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n 718| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 719| if not row:\\n 720| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 721| payload = payload or {}\\n 722| cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n 723| notes = row[\\\"notes\\\"] or \\\"\\\"\\n 724| tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n 725| try:\\n 726| meta = json.loads(notes) if notes and notes.startswith(\\\"{\\\") else {}\\n 727| tx_type = payload.get(\\\"transaction_type\\\") or meta.get(\\\"transaction_type\\\") or tx_type\\n 728| except json.JSONDecodeError:\\n 729| pass\\n 730| if not cat_id and tx_type in {\\\"expense\\\", \\\"income\\\"}:\\n 731| raise HTTPException(status_code=422, detail=\\\"category required before confirm\\\")\\n 732| if cat_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (cat_id,)).fetchone():\\n 733| raise HTTPException(status_code=422, detail=\\\"active category required before confirm\\\")\\n 734| if not payload.get(\\\"account_id\\\"):\\n 735| raise HTTPException(status_code=422, detail=\\\"account_id required before confirm\\\")\\n 736| if not row[\\\"transaction_date\\\"]:\\n 737| raise HTTPException(status_code=422, detail=\\\"transaction date required before confirm\\\")\\n 738| if not row[\\\"amount_original\\\"]:\\n 739| raise HTTPException(status_code=422, detail=\\\"amount required before confirm\\\")\\n 740| if not row[\\\"currency_original\\\"]:\\n 741| raise HTTPException(status_code=422, detail=\\\"currency required before confirm\\\")\\n 742| return {\\n 743| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 744| \\\"summary\\\": \\\"Buchungskandidat übernehmen\\\",\\n 745| \\\"warnings\\\": [\\\"Möglicher Duplikat-Treffer\\\"] if row[\\\"duplicate_of_transaction_id\\\"] else ([] if cat_id or tx_type == \\\"transfer\\\" else [\\\"Kategorie fehlt\\\"]),\\n 746| \\\"payload\\\": {\\n 747| \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n 748| \\\"transaction_type\\\": tx_type,\\n 749| \\\"transaction_date\\\": payload.get(\\\"transaction_date\\\") or row[\\\"transaction_date\\\"],\\n 750| \\\"description\\\": payload.get(\\\"description\\\") or row[\\\"description\\\"],\\n 751| \\\"payee\\\": payload.get(\\\"payee\\\") or row[\\\"merchant\\\"],\\n 752| \\\"amount_original\\\": row[\\\"amount_original\\\"],\\n 753| \\\"currency_original\\\": row[\\\"currency_original\\\"],\\n 754| \\\"category_id\\\": cat_id,\\n 755| \\\"source_type\\\": \\\"import_candidate\\\",\\n 756| \\\"source_candidate_id\\\": candidate_id,\\n 757| \\\"notes\\\": f\\\"Confirmed from transaction candidate {candidate_id}\\\",\\n 758| },\\n 759| }\\n 760|\\n 761|\\n 762|def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 763| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 764| if not row:\\n 765| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 766| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 767| raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n 768| if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n 769| raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n 770| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n 771| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 772| preview = preview_transaction_candidate(conn, candidate_id, payload)\\n 773| result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n 774| ts = now()\\n 775| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n 776| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n 777| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n 778| conn.commit()\\n 779| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n 780|\\n 781|\\n 782|def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 783| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 784| if not row:\\n 785| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 786| ts = now()\\n 787| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (note, ts, candidate_id))\\n 788| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"ignore\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"ignored\\\"}, created_by=\\\"user\\\")\\n 789| conn.commit()\\n 790| return {\\\"status\\\": \\\"ignored\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat ignoriert\\\"}\\n 791|\\n 792|\\n 793|def reopen_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 794| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 795| if not row:\\n 796| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 797| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 798| raise HTTPException(status_code=409, detail=\\\"confirmed candidates cannot be reopened\\\")\\n 799| new_status = \\\"needs_review\\\" if row[\\\"requires_review\\\"] else \\\"pending\\\"\\n 800| ts = now()\\n 801| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, review_reason=COALESCE(review_reason, 'user_reopened'), notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (new_status, note, ts, candidate_id))\\n 802| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"reopen\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": new_status}, user_text_note=note, created_by=\\\"user\\\")\\n 803| conn.commit()\\n 804| return {\\\"status\\\": new_status, \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat wieder geöffnet\\\"}\\n 805|\\n 806|\\n 807|def update_transaction_candidate_category(conn: Connection, candidate_id: str, category_id: str, note: str | None = None) -> dict[str, Any]:\\n 808| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 809| if not row:\\n 810| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 811| if not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (category_id,)).fetchone():\\n 812| raise HTTPException(status_code=422, detail=\\\"active category not found\\\")\\n 813| cname = _category_name(conn, category_id)\\n 814| ts = now()\\n 815| conn.execute(\\\"UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, requires_review=0, status='pending', review_reason='user_category_override', updated_at=? WHERE transaction_candidate_id=?\\\", (category_id, cname, ts, candidate_id))\\n 816| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"update_category\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values=row_to_dict(row), new_values={\\\"category_id\\\": category_id, \\\"category_name\\\": cname}, user_text_note=note, created_by=\\\"user\\\")\\n 817| conn.commit()\\n 818| return {\\\"status\\\": \\\"updated\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 819|\\n 820|\\n 821|def create_candidate_split(conn: Connection, candidate_id: str, splits: list[dict[str, Any]]) -> dict[str, Any]:\\n 822| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 823| if not row:\\n 824| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 825| if not splits:\\n 826| raise HTTPException(status_code=422, detail=\\\"splits required\\\")\\n 827| ts = now()\\n 828| conn.execute(\\\"DELETE FROM budget_candidate_splits WHERE transaction_candidate_id=?\\\", (candidate_id,))\\n 829| for split in splits:\\n 830| amount = _decimal_text(split.get(\\\"amount_original\\\"))\\n 831| if not amount:\\n 832| raise HTTPException(status_code=422, detail=\\\"split amount required\\\")\\n 833| conn.execute(\\\"INSERT INTO budget_candidate_splits(split_id, transaction_candidate_id, category_id, amount_original, notes, created_at, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?)\\\", (new_id(\\\"bcsplit\\\"), candidate_id, split.get(\\\"category_id\\\"), amount, split.get(\\\"notes\\\"), ts, ts))\\n 834| conn.execute(\\\"UPDATE budget_transaction_candidates SET requires_review=1, status='needs_review', review_reason='split_pending_confirm', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, candidate_id))\\n 835| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"split\\\", entity_type=\\\"budget_transaction_candidate_split\\\", entity_id=candidate_id, new_values={\\\"split_count\\\": len(splits)}, created_by=\\\"user\\\")\\n 836| conn.commit()\\n 837| return {\\\"status\\\": \\\"split_created\\\", \\\"entity_id\\\": candidate_id, \\\"split_count\\\": len(splits), \\\"audit_id\\\": audit_id}\\n 838|\\n 839|\\n 840|def mark_candidate_transfer(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 841| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 842| if not row:\\n 843| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 844| ts = now()\\n 845| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='transfer_candidate', classification='transfer_candidate', requires_review=1, review_reason='user_marked_transfer', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (note, ts, candidate_id))\\n 846| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"mark_transfer\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"transfer_candidate\\\"}, user_text_note=note, created_by=\\\"user\\\")\\n 847| conn.commit()\\n 848| return {\\\"status\\\": \\\"transfer_candidate\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 849|\\n 850|\\n 851|def bulk_update_transaction_candidate_category(conn: Connection, *, candidate_ids: list[str], category_id: str, note: str | None = None) -> dict[str, int]:\\n 852| updated = skipped = 0\\n 853| for cid in candidate_ids:\\n 854| row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 855| if not row or row[\\\"status\\\"] == \\\"confirmed\\\":\\n 856| skipped += 1\\n 857| continue\\n 858| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Bulk category assignment\\\")\\n 859| updated += 1\\n 860| return {\\\"updated_count\\\": updated, \\\"skipped_count\\\": skipped}\\n 861|\\n 862|\\n 863|def _safe_auto_candidate_where() -> str:\\n 864| return \\\"\\\"\\\"\\n 865| status IN ('pending','auto_categorized')\\n 866| AND COALESCE(requires_review, 0)=0\\n 867| AND duplicate_of_transaction_id IS NULL\\n 868| AND COALESCE(covered_by_source, '')=''\\n 869| AND (\\n 870| classification='subscription_auto'\\n 871| OR classification IN ('migros_auto_under_threshold','migros_receipt_food_household')\\n 872| OR classification='auto_transport'\\n 873| )\\n 874| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%galaxus%'\\n 875| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%digitec%'\\n 876| \\\"\\\"\\\"\\n 877|\\n 878|\\n 879|def preview_safe_auto_candidates(conn: Connection) -> dict[str, Any]:\\n 880| rows = conn.execute(\\n 881| f\\\"\\\"\\\"\\n 882| SELECT classification, COUNT(*) AS count\\n 883| FROM budget_transaction_candidates\\n 884| WHERE {_safe_auto_candidate_where()}\\n 885| GROUP BY classification\\n 886| ORDER BY classification\\n 887| \\\"\\\"\\\"\\n 888| ).fetchall()\\n 889| total = sum(int(r[\\\"count\\\"] or 0) for r in rows)\\n 890| return {\\n 891| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 892| \\\"summary\\\": f\\\"{total} sichere Auto-Kandidaten bereit für Confirm\\\",\\n 893| \\\"count\\\": total,\\n 894| \\\"groups\\\": [row_to_dict(r) for r in rows],\\n 895| \\\"warnings\\\": [\\\"Preview only: Confirm benötigt Zielkonto und bucht nur sichere Kandidaten.\\\"],\\n 896| }\\n 897|\\n 898|\\n 899|def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:\\n 900| if not account_id:\\n 901| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 902| allowed_rows = conn.execute(f\\\"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {_safe_auto_candidate_where()}\\\").fetchall()\\n 903| allowed_ids = {str(r[\\\"transaction_candidate_id\\\"]) for r in allowed_rows}\\n 904| requested_ids = set(candidate_ids or allowed_ids)\\n 905| confirmed = skipped = 0\\n 906| for cid in sorted(requested_ids):\\n 907| if cid not in allowed_ids:\\n 908| skipped += 1\\n 909| continue\\n 910| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id})\\n 911| confirmed += 1\\n 912| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_safe_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"batch\\\", new_values={\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}, created_by=\\\"user\\\")\\n 913| conn.commit()\\n 914| return {\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}\\n 915|\\n 916|\\n 917|def review_candidate_summary(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 918| rows = conn.execute(\\\"SELECT status, classification, requires_review, duplicate_of_transaction_id FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status NOT IN ('confirmed','ignored','superseded','reference_2025','archived_reference')\\\", (budget_year,)).fetchall()\\n 919| def count(pred):\\n 920| return sum(1 for r in rows if pred(r))\\n 921| return {\\n 922| \\\"open_total\\\": count(lambda r: r[\\\"status\\\"] != \\\"covered_by_migros\\\"),\\n 923| \\\"auto_categorized\\\": count(lambda r: r[\\\"status\\\"] in {\\\"pending\\\", \\\"auto_categorized\\\"} and not bool(r[\\\"requires_review\\\"])),\\n 924| \\\"review_needed\\\": count(lambda r: bool(r[\\\"requires_review\\\"])),\\n 925| \\\"galaxus_digitec\\\": count(lambda r: r[\\\"classification\\\"] == \\\"galaxus_review\\\"),\\n 926| \\\"migros_over_50\\\": count(lambda r: r[\\\"classification\\\"] == \\\"migros_review_over_threshold\\\"),\\n 927| \\\"covered_by_migros\\\": count(lambda r: r[\\\"status\\\"] == \\\"covered_by_migros\\\"),\\n 928| \\\"unclear\\\": count(lambda r: r[\\\"classification\\\"] in {\\\"admin_other\\\", \\\"unclear\\\", \\\"legacy_csv_seed\\\", \\\"card_uncategorized\\\"}),\\n 929| \\\"possible_duplicates\\\": count(lambda r: r[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} or bool(r[\\\"duplicate_of_transaction_id\\\"])),\\n 930| }\\n 931|\\n 932|\\n 933|def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 934| rows = []\\n 935| conflicts = []\\n 936| categories: dict[str, int] = {}\\n 937| for cid in candidate_ids:\\n 938| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 939| if not row:\\n 940| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": \\\"missing\\\"}); continue\\n 941| if row[\\\"status\\\"] in {\\\"confirmed\\\", \\\"ignored\\\", \\\"covered_by_migros\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n 942| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": f\\\"not_confirmable:{row['status']}\\\"}); continue\\n 943| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 944| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": \\\"outside_active_budget_year\\\"}); continue\\n 945| try:\\n 946| preview_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"category_id\\\": row[\\\"proposed_category_id\\\"], \\\"budget_year\\\": budget_year})\\n 947| except Exception as exc:\\n 948| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": str(exc)}); continue\\n 949| rows.append(row)\\n 950| categories[str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\")] = categories.get(str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\"), 0) + 1\\n 951| if not rows and conflicts:\\n 952| raise HTTPException(status_code=409, detail={\\\"message\\\": \\\"no confirmable candidates\\\", \\\"conflicts\\\": conflicts})\\n 953| preview_id = new_id(\\\"batchprev\\\")\\n 954| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates_preview\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id, new_values={\\\"count\\\": len(rows), \\\"conflicts\\\": len(conflicts), \\\"categories\\\": categories}, created_by=\\\"user\\\")\\n 955| conn.commit()\\n 956| return {\\\"preview_id\\\": preview_id, \\\"count\\\": len(rows), \\\"categories\\\": categories, \\\"conflicts\\\": conflicts, \\\"requires_explicit_confirm\\\": True}\\n 957|\\n 958|\\n 959|def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 960| counts: dict[str, Any] = {\\\"updated_count\\\": 0, \\\"confirmed_count\\\": 0, \\\"ignored_count\\\": 0, \\\"reopened_count\\\": 0, \\\"transfer_count\\\": 0, \\\"covered_by_migros_count\\\": 0, \\\"skipped_count\\\": 0, \\\"errors\\\": []}\\n 961| if action == \\\"confirm\\\" and not preview_id:\\n 962| raise HTTPException(status_code=422, detail=\\\"batch confirm requires preview_id\\\")\\n 963| for cid in candidate_ids:\\n 964| try:\\n 965| row_for_year = conn.execute(\\\"SELECT transaction_date FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 966| if not row_for_year:\\n 967| raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 968| if str(row_for_year[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 969| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 970| if action == \\\"category\\\":\\n 971| if not category_id: raise HTTPException(status_code=422, detail=\\\"category_id required\\\")\\n 972| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Batch category assignment\\\"); counts[\\\"updated_count\\\"] += 1\\n 973| elif action == \\\"confirm\\\":\\n 974| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"budget_year\\\": budget_year}); counts[\\\"confirmed_count\\\"] += 1\\n 975| elif action == \\\"ignore\\\":\\n 976| ignore_transaction_candidate(conn, cid, note or \\\"Batch ignore\\\"); counts[\\\"ignored_count\\\"] += 1\\n 977| elif action == \\\"reopen\\\":\\n 978| reopen_transaction_candidate(conn, cid, note or \\\"Batch reopen\\\"); counts[\\\"reopened_count\\\"] += 1\\n 979| elif action == \\\"transfer\\\":\\n 980| mark_candidate_transfer(conn, cid, note or \\\"Batch transfer\\\"); counts[\\\"transfer_count\\\"] += 1\\n 981| elif action == \\\"covered_by_migros\\\":\\n 982| ts = now(); row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 983| if not row: raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 984| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='covered_by_migros', classification='covered_by_migros', covered_by_source='migros_csv', requires_review=0, review_reason='user_batch_marked_covered_by_migros', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, cid))\\n 985| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"mark_covered_by_migros\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=cid, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"covered_by_migros\\\"}, created_by=\\\"user\\\")\\n 986| counts[\\\"covered_by_migros_count\\\"] += 1\\n 987| else:\\n 988| raise HTTPException(status_code=422, detail=\\\"invalid batch action\\\")\\n 989| except Exception as exc:\\n 990| counts[\\\"skipped_count\\\"] += 1\\n 991| detail = getattr(exc, \\\"detail\\\", str(exc))\\n 992| counts[\\\"errors\\\"].append({\\\"candidate_id\\\": cid, \\\"error\\\": str(detail)})\\n 993| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates\\\" if action == \\\"confirm\\\" else f\\\"batch_{action}_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id or \\\"batch\\\", 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BudgetSetupPage from '@/pages/BudgetSetupPage.vue'\\n 15|import BudgetImportReviewPage from '@/pages/BudgetImportReviewPage.vue'\\n 16|import BudgetIncomePage from '@/pages/BudgetIncomePage.vue'\\n 17|import BudgetRulesPage from '@/pages/BudgetRulesPage.vue'\\n 18|\\n 19|const later = (title: string, description: string) => ({ component: RoadmapPage, props: { title, description }, meta: { title } })\\n 20|const router = createRouter({\\n 21| history: createWebHistory(),\\n 22| routes: [\\n 23| { path: '/', name: 'command-center', component: CommandCenter, meta: { title: 'Command Center' } },\\n 24| { path: '/portfolio', name: 'portfolio', component: PortfolioPage, meta: { title: 'Portfolio' } },\\n 25| { path: '/crypto', name: 'crypto', component: CryptoPage, meta: { title: 'Crypto' } },\\n 26| { path: '/equity', name: 'equity', component: EquityPage, meta: { title: 'Aktien & ETFs' } },\\n 27| { path: '/wallets', name: 'wallets', component: WalletsPage, meta: { title: 'Wallets' } },\\n 28| { path: '/positions/add', name: 'position-add', component: PositionAddPage, meta: { title: 'Position hinzufügen' } },\\n 29| { path: '/reports', name: 'reports', component: ReportsPage, meta: { title: 'Reports' } },\\n 30| { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budgetstatus nach Kategorie' } },\\n 31| { path: '/planning/budget/status', name: 'budget-status', component: BudgetOverviewPage, meta: { title: 'Budgetstatus nach Kategorie' } },\\n 32| { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Manuelle Budget-Transaktionen' } },\\n 33| { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },\\n 34| { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },\\n 35| { path: '/planning/budget/tags', name: 'budget-tags-later', ...later('Tags', 'Tag-Verwaltung ist als Budget Setup-Unterseite vorgesehen. Aktuell erfolgt sie im bestehenden Kategorien/Setup-Flow.') },\\n 36| { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Excel übernehmen / Seed Review' } },\\n 37| { path: '/planning/budget/plans', name: 'budget-plans-later', ...later('Budgetpläne', 'Budgetpläne sind produktiv übernommen; Detailpflege folgt als eigener Editor.') },\\n 38| { path: '/planning/budget/monthly', name: 'budget-monthly-later', ...later('Monatsbudget', 'Monatsbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },\\n 39| { path: '/planning/budget/yearly', name: 'budget-yearly-later', ...later('Jahresbudget', 'Jahresbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },\\n 40| { path: '/planning/budget/income', name: 'budget-income', component: BudgetIncomePage, meta: { title: 'Einkünfte' } },\\n 41| { path: '/planning/budget/income/planned', name: 'budget-income-planned', component: BudgetIncomePage, meta: { title: 'Geplante 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path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual', component: BudgetOverviewPage, meta: { title: 'Budget vs Ist' } },\\n 50| { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis-later', ...later('Kategorienvergleich', 'Kategorienvergleich ist Roadmap, kein Fake-Inhalt.') },\\n 51| { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis-later', ...later('Monatsverlauf', 'Monatsverlauf folgt nach stabiler Budgetbasis.') },\\n 52| { path: '/planning/budget/analysis/forecast', name: 'budget-forecast', component: BudgetOverviewPage, meta: { title: 'Prognose' } },\\n 53| { path: '/planning/budget/analysis/traffic-lights', name: 'budget-traffic-lights', component: BudgetOverviewPage, meta: { title: 'Ampeln' } },\\n 54| { path: '/planning/budget/imports', name: 'budget-imports-later', ...later('Imports, später', 'VISA/Migros/Cumulus-Massenimporte bleiben später; aktuell nur kontrollierter Review-Seed.') },\\n 55| { path: '/planning/budget/rules', name: 'budget-rules', component: BudgetRulesPage, meta: { title: 'Regeln' } },\\n 56| { path: '/planning/budget/fixed-costs', name: 'budget-fixed-costs-later', ...later('Fixkosten, später', 'Recurring Candidates bleiben Review-/Roadmap-Objekte.') },\\n 57| { path: '/planning/budget/duplicates', name: 'budget-duplicates-later', ...later('Duplikate, später', 'Minimale Duplikaterkennung existiert im Import Review; Detailmodul folgt später.') },\\n 58| { path: '/planning/budget/migros-cumulus', name: 'budget-migros-later', ...later('Migros/Cumulus Details', 'Details folgen nach kontrolliertem Import-Review.') },\\n 59| { path: '/planning/budget/visa-import', name: 'budget-visa-later', ...later('VISA Import', 'Kein VISA-Massenimport ohne Dry Run/Review.') },\\n 60| { path: '/planning/finance', name: 'finance-later', ...later('Finanzplanung, später', 'Langfristige Planung, Ziele und Szenarien folgen später.') },\\n 61| { path: '/analysis/performance', name: 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Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/build-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)\\n 6|[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)\\n 7|[![Docker Pulls](https://img.shields.io/docker/pulls/mayswind/ezbookkeeping)](https://hub.docker.com/r/mayswind/ezbookkeeping)\\n 8|[![Ask DeepWiki](https://deepwiki.com/badge.svg)](https://deepwiki.com/mayswind/ezbookkeeping)\\n 9|\\n 10|[![Recommend By HelloGitHub](https://api.hellogithub.com/v1/widgets/recommend.svg?rid=ded5af09da574ec1811ddb154f1b2093&claim_uid=LT7EZxeBukCnh0K)](https://hellogithub.com/en/repository/mayswind/ezbookkeeping)\\n 11|[![Trending](https://trendshift.io/api/badge/repositories/12917)](https://trendshift.io/repositories/12917)\\n 12|\\n 13|## Introduction\\n 14|ezBookkeeping is a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features. It helps you record daily transactions, import data from various sources, and quickly search and filter your bills. You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient, it runs smoothly on devices such as Raspberry Pi, NAS, and MicroServers.\\n 15|\\n 16|ezBookkeeping offers tailored interfaces for both mobile and desktop devices. With support for PWA (Progressive Web Apps), you can even [add it to your mobile home screen](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/add_to_home_screen.gif) and use it like a native app.\\n 17|\\n 18|Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)\\n 19|\\n 20|## Features\\n 21|- **Open Source & Self-Hosted**\\n 22| - Built for privacy and control\\n 23|- **Lightweight & Fast**\\n 24| - Minimal resource usage, runs smoothly even on low-resource devices\\n 25|- **Easy Installation**\\n 26| - Docker support\\n 27| - Supports SQLite, MySQL, PostgreSQL\\n 28| - Cross-platform (Windows, macOS, Linux)\\n 29| - Works on x86, amd64, ARM architectures\\n 30|- **User-Friendly Interface**\\n 31| - UI optimized for both mobile and desktop\\n 32| - PWA support for native-like mobile experience\\n 33| - Dark mode\\n 34|- **AI-Powered Features**\\n 35| - Receipt image recognition\\n 36| - MCP (Model Context Protocol) support for AI integration\\n 37| - Agent Skill and API command-line script tools support for AI integration\\n 38|- **Powerful Bookkeeping**\\n 39| - Two-level accounts and categories\\n 40| - Image attachments for transactions\\n 41| - Location tracking with maps\\n 42| - Scheduled transactions\\n 43| - Advanced filtering, search, visualization and analysis\\n 44|- **Localization & Internationalization**\\n 45| - Multi-language and multi-currency support\\n 46| - Multiple exchange rate sources with automatic updates\\n 47| - Multi-timezone support\\n 48| - Custom formats for dates, numbers and currencies\\n 49|- **Security**\\n 50| - Two-factor authentication (2FA)\\n 51| - OIDC external authentication\\n 52| - Login rate limiting\\n 53| - Application lock (PIN code / WebAuthn)\\n 54|- **Data Import & Export**\\n 55| - Supports CSV, OFX, QFX, QIF, IIF, Camt.052, Camt.053, MT940, GnuCash, Firefly III, Beancount and more\\n 56|\\n 57|For a full list of features, visit the [Full Feature List](https://ezbookkeeping.mayswind.net/features/).\\n 58|\\n 59|## Screenshots\\n 60|### Desktop Version\\n 61|[![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/desktop/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/desktop/en.png)\\n 62|\\n 63|### Mobile Version\\n 64|[![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)\\n 65|\\n 66|## Installation\\n 67|### Run with Docker\\n 68|Visit [Docker Hub](https://hub.docker.com/r/mayswind/ezbookkeeping) to see all images and tags.\\n 69|\\n 70|**Latest Release:**\\n 71|\\n 72| $ docker run -p8080:8080 mayswind/ezbookkeeping\\n 73|\\n 74|**Latest Daily Build:**\\n 75|\\n 76| $ docker run -p8080:8080 mayswind/ezbookkeeping:latest-snapshot\\n 77|\\n 78|### Install from Binary\\n 79|Download the latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)\\n 80|\\n 81|**Linux / macOS**\\n 82|\\n 83| $ ./ezbookkeeping server run\\n 84|\\n 85|**Windows**\\n 86|\\n 87| > .\\\\ezbookkeeping.exe server run\\n 88|\\n 89|By default, ezBookkeeping listens on port 8080. You can then visit `http://{YOUR_HOST_ADDRESS}:8080/` .\\n 90|\\n 91|### Build from Source\\n 92|Make sure you have [Golang](https://golang.org/), [GCC](https://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:\\n 93|\\n 94|**Linux / macOS**\\n 95|\\n 96| $ ./build.sh package -o ezbookkeeping.tar.gz\\n 97|\\n 98|All the files will be packaged in `ezbookkeeping.tar.gz`.\\n 99|\\n 100|**Windows**\\n 101|\\n 102| > .\\\\build.bat package -o ezbookkeeping.zip\\n 103|\\n 104|or\\n 105|\\n 106| PS > .\\\\build.ps1 package -Output ezbookkeeping.zip\\n 107|\\n 108|All the files will be packaged in `ezbookkeeping.zip`.\\n 109|\\n 110|You can also build a Docker image. Make sure you have [Docker](https://www.docker.com/) installed, then follow these steps:\\n 111|\\n 112|**Linux**\\n 113|\\n 114| $ ./build.sh docker\\n 115|\\n 116|## Contributing\\n 117|We welcome contributions of all kinds.\\n 118|\\n 119|If you find a bug, please [submit an issue](https://github.com/mayswind/ezbookkeeping/issues) on GitHub.\\n 120|\\n 121|If you would like to contribute code, you can fork the repository and open a pull request.\\n 122|\\n 123|Improvements to documentation, feature suggestions, and other forms of feedback are also appreciated.\\n 124|\\n 125|You can view existing contributors on the [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors).\\n 126|\\n 127|## Translating\\n 128|Help make ezBookkeeping accessible to users around the world. We welcome help to improve existing translations or add new ones. If you would like to contribute a translation, please refer to the [translation guide](https://ezbookkeeping.mayswind.net/translating).\\n 129|\\n 130|Currently available translations:\\n 131|\\n 132|| Tag | Language | Progress | Contributors |\\n 133|| --- | --- | --- | --- |\\n 134|| de | Deutsch | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fde.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/de.json) | [@chrgm](https://github.com/chrgm), [@1270o1](https://github.com/1270o1) |\\n 135|| en | English | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fen.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/en.json) | / |\\n 136|| es | Español | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fes.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/es.json) | [@Miguelonlonlon](https://github.com/Miguelonlonlon), [@abrugues](https://github.com/abrugues), [@AndresTeller](https://github.com/AndresTeller), [@diegofercri](https://github.com/diegofercri) |\\n 137|| fr | Français | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Ffr.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/fr.json) | [@brieucdlf](https://github.com/brieucdlf) |\\n 138|| it | Italiano | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fit.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/it.json) | [@waron97](https://github.com/waron97) |\\n 139|| ja | 日本語 | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fja.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/ja.json) | [@tkymmm](https://github.com/tkymmm) |\\n 140|| kn | ಕನ್ನಡ | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fkn.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/kn.json) | [@Darshanbm05](https://github.com/Darshanbm05) |\\n 141|| ko | 한국어 | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fko.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/ko.json) | [@overworks](https://github.com/overworks) |\\n 142|| nl | Nederlands | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fnl.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/nl.json) | [@automagics](https://github.com/automagics) |\\n 143|| pt-BR | Português (Brasil) | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fpt-BR.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/pt-BR.json) | [@thecodergus](https://github.com/thecodergus), [@balaios](https://github.com/balaios) |\\n 144|| ru | Русский | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fru.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/ru.json) | [@artegoser](https://github.com/artegoser), [@dshemin](https://github.com/dshemin) |\\n 145|| sl | Slovenščina | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fsl.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/sl.json) | [@thehijacker](https://github.com/thehijacker) |\\n 146|| ta | தமிழ் | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fta.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/ta.json) | [@hhharsha36](https://github.com/hhharsha36) |\\n 147|| th | ไทย | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fth.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/th.json) | [@natthavat28](https://github.com/natthavat28) |\\n 148|| tr | Türkçe | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Ftr.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/tr.json) | [@aydnykn](https://github.com/aydnykn) |\\n 149|| uk | Українська | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fuk.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/uk.json) | [@nktlitvinenko](https://github.com/nktlitvinenko) |\\n 150|| vi | Tiếng Việt | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fvi.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/vi.json) | [@f97](https://github.com/f97) |\\n 151|| zh-Hans | 中文 (简体) | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fzh-Hans.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/zh-Hans.json) | / |\\n 152|| zh-Hant | 中文 (繁體) | [![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fzh-Hant.json)](https://github.com/mayswind/ezBookkeeping-i18n-badge/blob/main/untranslated/zh-Hant.json) | / |\\n 153|\\n 154|## Documentation\\n 155|1. [English](https://ezbookkeeping.mayswind.net)\\n 156|1. [中文 (简体)](https://ezbookkeeping.mayswind.net/zh_Hans)\\n 157|\\n 158|## License\\n 159|[MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)\\n 160|\", \"total_lines\": 159, \"file_size\": 13059, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_QWFQvBAbJHbUqGd2baHFCriH" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|\\n 30|\\n 31|\\n 50|\", \"total_lines\": 49, \"file_size\": 2005, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_nfHvrBMUOBiC3FUGacDiAyLL" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|\\n 26|\\n 27|\\n 324|\\n 325|\\n 348|\", \"total_lines\": 347, \"file_size\": 11643, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_DkF1tRoz2J6mfzHHIDpSRs7R" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|