{
  "session_id": "20260519_095806_c89e37",
  "model": "gpt-5.5",
  "base_url": "https://chatgpt.com/backend-api/codex",
  "platform": "telegram",
  "session_start": "2026-05-19T09:41:43.509662",
  "last_updated": "2026-05-19T11:09:59.381168",
  "system_prompt": "# Hermes Agent Persona\n\n<!--\nThis file defines the agent's personality and tone.\nThe agent will embody whatever you write here.\nEdit this to customize how Hermes communicates with you.\n\nExamples:\n  - \"You are a warm, playful assistant who uses kaomoji occasionally.\"\n  - \"You are a concise technical expert. No fluff, just facts.\"\n  - \"You speak like a friendly coworker who happens to know everything.\"\n\nThis file is loaded fresh each message -- no restart needed.\nDelete the contents (or this file) to use the default personality.\n-->\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\nYou have persistent memory across sessions. Save durable facts using the memory tool: user preferences, environment details, tool quirks, and stable conventions. Memory is injected into every turn, so keep it compact and focused on facts that will still matter later.\nPrioritize what reduces future user steering — the most valuable memory is one that prevents the user from having to correct or remind you again. User preferences and recurring corrections matter more than procedural task details.\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts. Specifically: do not record PR numbers, issue numbers, commit SHAs, 'fixed bug X', 'submitted PR Y', 'Phase N done', file counts, or any artifact that will be stale in 7 days. If a fact will be stale in a week, it does not belong in memory. If you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\nWrite memories as declarative facts, not instructions to yourself. 'User prefers concise responses' ✓ — 'Always respond concisely' ✗. 'Project uses pytest with xdist' ✓ — 'Run tests with pytest -n 4' ✗. Imperative phrasing gets re-read as a directive in later sessions and can cause repeated work or override the user's current request. Procedures and workflows belong in skills, not memory. When the user references something from a past conversation or you suspect relevant cross-session context exists, use session_search to recall it before asking them to repeat themselves. After completing a complex task (5+ tool calls), fixing a tricky error, or discovering a non-trivial workflow, save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked. Skills that aren't maintained become liabilities.\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<tool_persistence>\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</tool_persistence>\n\n<mandatory_tool_use>\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</mandatory_tool_use>\n\n<act_dont_ask>\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</act_dont_ask>\n\n<prerequisite_checks>\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</prerequisite_checks>\n\n<verification>\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</verification>\n\n<missing_context>\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</missing_context>\n\n## Skills (mandatory)\nBefore replying, scan the skills below. If a skill matches or is even partially relevant to your task, you MUST load it with skill_view(name) and follow its instructions. Err on the side of loading — it is always better to have context you don't need than to miss critical steps, pitfalls, or established workflows. Skills contain specialized knowledge — API endpoints, tool-specific commands, and proven workflows that outperform general-purpose approaches. Load the skill even if you think you could handle the task with basic tools like web_search or terminal. Skills also encode the user's preferred approach, conventions, and quality standards for tasks like code review, planning, and testing — load them even for tasks you already know how to do, because the skill defines how it should be done here.\nWhenever the user asks you to configure, set up, install, enable, disable, modify, or troubleshoot Hermes Agent itself — its CLI, config, models, providers, tools, skills, voice, gateway, plugins, or any feature — load the `hermes-agent` skill first. It has the actual commands (e.g. `hermes config set …`, `hermes tools`, `hermes setup`) so you don't have to guess or invent workarounds.\nIf a skill has issues, fix it with skill_manage(action='patch').\nAfter difficult/iterative tasks, offer to save as a skill. If a skill you loaded was missing steps, had wrong commands, or needed pitfalls you discovered, update it before finishing.\n\n<available_skills>\n  autonomous-ai-agents: Skills for spawning and orchestrating autonomous AI coding agents and multi-agent workflows — running independent agent processes, delegating tasks, and coordinating parallel workstreams.\n    - claude-code: Delegate coding to Claude Code CLI (features, PRs).\n    - codex: Delegate coding to OpenAI Codex CLI (features, PRs).\n    - hermes-agent: Configure, extend, or contribute to Hermes Agent.\n    - opencode: Delegate coding to OpenCode CLI (features, PR review).\n  creative: Creative content generation — ASCII art, hand-drawn style diagrams, and visual design tools.\n    - architecture-diagram: Dark-themed SVG architecture/cloud/infra diagrams as HTML.\n    - ascii-art: ASCII art: pyfiglet, cowsay, boxes, image-to-ascii.\n    - ascii-video: ASCII video: convert video/audio to colored ASCII MP4/GIF.\n    - baoyu-comic: Knowledge comics (知识漫画): educational, biography, tutorial.\n    - baoyu-infographic: Infographics: 21 layouts x 21 styles (信息图, 可视化).\n    - claude-design: Design one-off HTML artifacts (landing, deck, prototype).\n    - comfyui: Generate images, video, and audio with ComfyUI — install,...\n    - design-md: Author/validate/export Google's DESIGN.md token spec files.\n    - excalidraw: Hand-drawn Excalidraw JSON diagrams (arch, flow, seq).\n    - humanizer: Humanize text: strip AI-isms and add real voice.\n    - ideation: Generate project ideas via creative constraints.\n    - manim-video: Manim CE animations: 3Blue1Brown math/algo videos.\n    - p5js: p5.js sketches: gen art, shaders, interactive, 3D.\n    - pixel-art: Pixel art w/ era palettes (NES, Game Boy, PICO-8).\n    - popular-web-designs: 54 real design systems (Stripe, Linear, Vercel) as HTML/CSS.\n    - pretext: Use when building creative browser demos with @chenglou/p...\n    - sketch: Throwaway HTML mockups: 2-3 design variants to compare.\n    - songwriting-and-ai-music: Songwriting craft and Suno AI music prompts.\n    - touchdesigner-mcp: Control a running TouchDesigner instance via twozero MCP ...\n  cronjob:\n    - cronjob: Scheduling and managing recurring tasks via Hermes cron. ...\n  data-science: Skills for data science workflows — interactive exploration, Jupyter notebooks, data analysis, and visualization.\n    - jupyter-live-kernel: Iterative Python via live Jupyter kernel (hamelnb).\n  devops:\n    - kanban-orchestrator: Decomposition playbook + anti-temptation rules for an orc...\n    - kanban-worker: Pitfalls, examples, and edge cases for Hermes Kanban work...\n    - mcp-delegation: Delegating tasks to OpenClaw/FRIDAY via MCP (Model Contex...\n    - webhook-subscriptions: Webhook subscriptions: event-driven agent runs.\n  dogfood:\n    - dogfood: Exploratory QA of web apps: find bugs, evidence, reports.\n  edge-tts:\n    - edge-tts: Text-to-speech using Microsoft Edge TTS. Supports multipl...\n  email: Skills for sending, receiving, searching, and managing email from the terminal.\n    - himalaya: Himalaya CLI: IMAP/SMTP email from terminal.\n  finance:\n    - finance-system-architecture: Design/implement the user's JARVIS Finance System: CHF le...\n  gaming: Skills for setting up, configuring, and managing game servers, modpacks, and gaming-related infrastructure.\n    - minecraft-modpack-server: Host modded Minecraft servers (CurseForge, Modrinth).\n    - pokemon-player: Play Pokemon via headless emulator + RAM reads.\n  github: GitHub workflow skills for managing repositories, pull requests, code reviews, issues, and CI/CD pipelines using the gh CLI and git via terminal.\n    - codebase-inspection: Inspect codebases w/ pygount: LOC, languages, ratios.\n    - github-auth: GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\n    - github-code-review: Review PRs: diffs, inline comments via gh or REST.\n    - github-issues: Create, triage, label, assign GitHub issues via gh or REST.\n    - github-pr-workflow: GitHub PR lifecycle: branch, commit, open, CI, merge.\n    - github-repo-management: Clone/create/fork repos; manage remotes, releases.\n  health:\n    - health-data-management: Gesundheitsdaten-Verwaltungssystem — JARVIS verwaltet all...\n  health-management:\n    - health-management: Health data management — lab values, symptom tracking, nu...\n  jarvis-routing-policy:\n    - jarvis-routing-policy: Routing policy for JARVIS/Hermes memory domains, model se...\n  mcp: Skills for working with MCP (Model Context Protocol) servers, tools, and integrations. Documents the built-in native MCP client — configure servers in config.yaml for automatic tool discovery.\n    - native-mcp: MCP client: connect servers, register tools (stdio/HTTP).\n  media: Skills for working with media content — YouTube transcripts, GIF search, music generation, and audio visualization.\n    - gif-search: Search/download GIFs from Tenor via curl + jq.\n    - heartmula: HeartMuLa: Suno-like song generation from lyrics + tags.\n    - songsee: Audio spectrograms/features (mel, chroma, MFCC) via CLI.\n    - spotify: Spotify: play, search, queue, manage playlists and devices.\n    - youtube-content: YouTube transcripts to summaries, threads, blogs.\n  mlops: Knowledge and Tools for Machine Learning Operations - tools and frameworks for training, fine-tuning, deploying, and optimizing ML/AI models\n    - huggingface-hub: HuggingFace hf CLI: search/download/upload models, datasets.\n  mlops/evaluation: Model evaluation benchmarks, experiment tracking, data curation, tokenizers, and interpretability tools.\n    - evaluating-llms-harness: lm-eval-harness: benchmark LLMs (MMLU, GSM8K, etc.).\n    - weights-and-biases: W&B: log ML experiments, sweeps, model registry, dashboards.\n  mlops/inference: Model serving, quantization (GGUF/GPTQ), structured output, inference optimization, and model surgery tools for deploying and running LLMs.\n    - llama-cpp: llama.cpp local GGUF inference + HF Hub model discovery.\n    - obliteratus: OBLITERATUS: abliterate LLM refusals (diff-in-means).\n    - outlines: Outlines: structured JSON/regex/Pydantic LLM generation.\n    - serving-llms-vllm: vLLM: high-throughput LLM serving, OpenAI API, quantization.\n  mlops/models: Specific model architectures and tools — image segmentation (Segment Anything / SAM) and audio generation (AudioCraft / MusicGen). Additional model skills (CLIP, Stable Diffusion, Whisper, LLaVA) are available as optional skills.\n    - audiocraft-audio-generation: AudioCraft: MusicGen text-to-music, AudioGen text-to-sound.\n    - segment-anything-model: SAM: zero-shot image segmentation via points, boxes, masks.\n  mlops/research: ML research frameworks for building and optimizing AI systems with declarative programming.\n    - dspy: DSPy: declarative LM programs, auto-optimize prompts, RAG.\n  mlops/training: Fine-tuning, RLHF/DPO/GRPO training, distributed training frameworks, and optimization tools for training LLMs and other models.\n    - axolotl: Axolotl: YAML LLM fine-tuning (LoRA, DPO, GRPO).\n    - fine-tuning-with-trl: TRL: SFT, DPO, PPO, GRPO, reward modeling for LLM RLHF.\n    - unsloth: Unsloth: 2-5x faster LoRA/QLoRA fine-tuning, less VRAM.\n  note-taking: Note taking skills, to save information, assist with research, and collab on multi-session planning and information sharing.\n    - obsidian: Read, search, create, and edit notes in the Obsidian vault.\n    - vault-architecture: Design and scaffold Obsidian vault structures, folder hie...\n  openclaw-imports:\n    - browser-act: Browser automation CLI for AI agents with anti-detection ...\n    - gog: Google Workspace CLI for Gmail, Calendar, Drive, Contacts...\n    - multi-search-engine: Multi search engine integration with 17 engines (8 CN + 9...\n    - openai-whisper: Local speech-to-text with the Whisper CLI (no API key).\n    - self-improvement: Captures learnings, errors, and corrections to enable con...\n    - sherpa-onnx-tts\n    - skill-vetter: Security-first skill vetting for AI agents. Use before in...\n    - summarize: Summarize URLs or files with the summarize CLI (web, PDFs...\n    - tavily: Tavily web search, content extraction, and research tools.\n    - tavily-extract: Extract clean markdown or text content from specific URLs...\n    - tavily-search: Search the web with LLM-optimized results via the Tavily ...\n    - todoist: Manage tasks and projects in Todoist via REST API v1. Use...\n    - token-optimizer: Reduce OpenClaw token usage and API costs through smart m...\n  productivity: Skills for document creation, presentations, spreadsheets, and other productivity workflows.\n    - airtable: Airtable REST API via curl. Records CRUD, filters, upserts.\n    - google-workspace: Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\n    - linear: Linear: manage issues, projects, teams via GraphQL + curl.\n    - maps: Geocode, POIs, routes, timezones via OpenStreetMap/OSRM.\n    - nano-pdf: Edit PDF text/typos/titles via nano-pdf CLI (NL prompts).\n    - notion: Notion API + ntn CLI: pages, databases, markdown, Workers.\n    - ocr-and-documents: Extract text from PDFs/scans (pymupdf, marker-pdf).\n    - powerpoint: Create, read, edit .pptx decks, slides, notes, templates.\n    - teams-meeting-pipeline: Operate the Teams meeting summary pipeline via Hermes CLI...\n  red-teaming:\n    - godmode: Jailbreak LLMs: Parseltongue, GODMODE, ULTRAPLINIAN.\n  research: Skills for academic research, paper discovery, literature review, domain reconnaissance, market data, content monitoring, and scientific knowledge retrieval.\n    - arxiv: Search arXiv papers by keyword, author, category, or ID.\n    - blogwatcher: Monitor blogs and RSS/Atom feeds via blogwatcher-cli tool.\n    - llm-wiki: Karpathy's LLM Wiki: build/query interlinked markdown KB.\n    - polymarket: Query Polymarket: markets, prices, orderbooks, history.\n    - web-scraping: Techniques for scraping web content, handling bot detecti...\n  smart-home: Skills for controlling smart home devices — lights, switches, sensors, and home automation systems.\n    - openhue: Control Philips Hue lights, scenes, rooms via OpenHue CLI.\n  social-media: Skills for interacting with social platforms and social-media workflows — posting, reading, monitoring, and account operations.\n    - xurl: X/Twitter via xurl CLI: post, search, DM, media, v2 API.\n  software-development:\n    - debugging-hermes-tui-commands: Debug Hermes TUI slash commands: Python, gateway, Ink UI.\n    - hermes-agent-skill-authoring: Author in-repo SKILL.md: frontmatter, validator, structure.\n    - node-inspect-debugger: Debug Node.js via --inspect + Chrome DevTools Protocol CLI.\n    - plan: Plan mode: write markdown plan to .hermes/plans/, no exec.\n    - python-debugpy: Debug Python: pdb REPL + debugpy remote (DAP).\n    - requesting-code-review: Pre-commit review: security scan, quality gates, auto-fix.\n    - spike: Throwaway experiments to validate an idea before build.\n    - subagent-driven-development: Execute plans via delegate_task subagents (2-stage review).\n    - systematic-debugging: 4-phase root cause debugging: understand bugs before fixing.\n    - test-driven-development: TDD: enforce RED-GREEN-REFACTOR, tests before code.\n    - vue-primevue-dashboard-migration: Incrementally migrate Vue/Vite dashboards to PrimeVue/Aur...\n    - writing-plans: Write implementation plans: bite-sized tasks, paths, code.\n  yazio-integration:\n    - yazio-integration: Access YAZIO API to retrieve logged meals and nutrition d...\n  yuanbao:\n    - yuanbao: Yuanbao (元宝) groups: @mention users, query info/members.\n</available_skills>\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\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\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,191/2,200 chars]\n══════════════════════════════════════════════\n*Wichtige Erinnerungen, Entscheidungen und Präferenzen.*\n§\n---\n§\nÜber mich: **Persönlichkeit:** Britischer Gentleman, sachlich, präzise, trockener Sarkasmus\n§\nÜber mich: **Sprache:** Deutsch mit englischen Fachbegriffen\n§\nTTS-Stimme: de-DE-KillianNeural (deutsche männliche Stimme, aktuell aktiv)\n§\nModelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\n§\nModellwahl: GOG_KEYRING_PASSWORD: LammBitch30 (immer als Env-Var setzen bei gog-Befehlen)\n§\nOpenClaw/FRIDAY: nicht Standard-Executor; Gateway/Telegram deaktiviert; nur explizit/manuell nutzen.\n§\nHealth backups: encrypted weekly Google Drive, GitHub only code/docs. Morning briefing cron `847bdbc26edf` runs 05:00 via `morning_briefing.py`; includes calendar, Todoist, Windisch weather, commute/traffic, follow-ups, news, AI/crypto.\n§\nAPI-Keys / Credentials: **Todoist API-Token:** Gespeichert in `~/.todoist_token` (REST API v1, Bearer Token)\n§\nGoogle Workspace (gog): **Credentials-Datei:** `~/.hermes/google_credentials.json`\n§\nGoogle Workspace (gog): **gog-Credentials gespeichert unter:** `~/.config/gogcli/credentials.json`\n§\nGoogle Workspace (gog): **OAuth-Account:** friday.uplink@gmail.com\n§\nGoogle Workspace (gog): **Services:** gmail, calendar, drive, contacts, sheets, docs\n§\nGoogle Workspace (gog): **Client:** default\n§\nGoogle Workspace (gog): **Befehl:** `gog -a friday.uplink@gmail.com <command>`\n§\nKalender-Zeitzonen: **System-Zeitzone:** Europe/Berlin (UTC+2 im Sommer)\n§\nKalender-Zeitzonen: **Outlook-Kalender (importiert):** Zeitzonen variieren pro Event (Europe/Amsterdam oder UTC) -> bei Abfrage in Lokalzeit (Zürich) umrechnen\n§\nKalender-Zeitzonen: **Regel:** Termine immer in Lokalzeit (Zürich) ausgeben, niemals UTC\n§\nJARVIS memory architecture: ~/jarvis_memory domain cards; skill jarvis-routing-policy.\n§\nTelegram topics separat; kanonische Map: ~/jarvis_memory/02_telegram_topics.md. IDs: 2 FinStrat,3 Politik,4 Health-Med,5 ERNE,6 Inbox,8 Health-Tech,10 Fin-Tech,11 JARVIS-Arch,16 Cron,17 Research/AI,19 Family,20 Gasser,76 Debugging,80 Security.\n§\nFinanceManager GitHub token CSV: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv`; use `github_pat_`/`ghp_` cell; never quote token.\n\n══════════════════════════════════════════════\nUSER PROFILE (who the user is) [98% — 1,359/1,375 chars]\n══════════════════════════════════════════════\n**Notes:** Mein Herr. Loyaler Partner.\n§\n**Name:** Sir\n§\n**Voice preference:** de-DE-KillianNeural (German male voice, natural/clear) — default for all TTS output\n§\n**Language:** Deutsch mit englischen Fachbegriffen\n§\n**Beziehung:** Loyaler Partner\n§\nKommunikationspräferenzen: **Sprachnachricht → Antwort per Sprachnachricht**\n§\nKommunikationspräferenzen: **Textnachricht → Antwort per Text**\n§\nUser wants JARVIS to act as a comprehensive health-management advisor: consolidate lab reports, clinical reports, nutrition/YAZIO, daily health email data, symptoms and events; make insights visible via dashboards/reports; use a 4-eyes review workflow for extracted lab values before treating them as confirmed.\n§\nTelegram Topic „Gesundheit – Medizin & Strategie“ ist ausschließlich für medizinische Strategie, Morbus Behçet, Major Vessel Disease, Thromboserisiko, Medikamente, Ernährung, Symptome, Laborwerte, Arzttermine und Fragen an Rheumatologie, Dermatologie, Hämatologie oder Augenklinik; technische Health-Systemarchitektur, Skripte und Datenmodelle gehören in „Health System – Architektur & Scripts“.\n§\nFinance: no bulk confirms; no real amounts/IDs in chat; no runtime DB/CSV/API keys in Git/frontend; backups+audit; imports DryRun→Review→Confirm→Audit; no fake buttons; OpenFIGI key never show/store; fixed-costs only after categories+duplicates clean.\n\nConversation started: Tuesday, May 19, 2026 09:58 AM\nModel: gpt-5.5\nProvider: openai-codex",
  "tools": [
    {
      "type": "function",
      "function": {
        "name": "browser_back",
        "description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_click",
        "description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
            }
          },
          "required": [
            "ref"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_console",
        "description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
        "parameters": {
          "type": "object",
          "properties": {
            "clear": {
              "type": "boolean",
              "default": false,
              "description": "If true, clear the message buffers after reading"
            },
            "expression": {
              "type": "string",
              "description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_get_images",
        "description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_navigate",
        "description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
        "parameters": {
          "type": "object",
          "properties": {
            "url": {
              "type": "string",
              "description": "The URL to navigate to (e.g., 'https://example.com')"
            }
          },
          "required": [
            "url"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_press",
        "description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "key": {
              "type": "string",
              "description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
            }
          },
          "required": [
            "key"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_scroll",
        "description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "direction": {
              "type": "string",
              "enum": [
                "up",
                "down"
              ],
              "description": "Direction to scroll"
            }
          },
          "required": [
            "direction"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_snapshot",
        "description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
        "parameters": {
          "type": "object",
          "properties": {
            "full": {
              "type": "boolean",
              "description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
              "default": false
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_type",
        "description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e3')"
            },
            "text": {
              "type": "string",
              "description": "The text to type into the field"
            }
          },
          "required": [
            "ref",
            "text"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_vision",
        "description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA:<screenshot_path> in your response. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "question": {
              "type": "string",
              "description": "What you want to know about the page visually. Be specific about what you're looking for."
            },
            "annotate": {
              "type": "boolean",
              "default": false,
              "description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
            }
          },
          "required": [
            "question"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "clarify",
        "description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
        "parameters": {
          "type": "object",
          "properties": {
            "question": {
              "type": "string",
              "description": "The question to present to the user."
            },
            "choices": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "maxItems": 4,
              "description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
            }
          },
          "required": [
            "question"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "cronjob",
        "description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "description": "One of: create, list, update, pause, resume, remove, run"
            },
            "job_id": {
              "type": "string",
              "description": "Required for update/pause/resume/remove/run"
            },
            "prompt": {
              "type": "string",
              "description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
            },
            "schedule": {
              "type": "string",
              "description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
            },
            "name": {
              "type": "string",
              "description": "Optional human-friendly name"
            },
            "repeat": {
              "type": "integer",
              "description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
            },
            "deliver": {
              "type": "string",
              "description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
            },
            "skills": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
            },
            "model": {
              "type": "object",
              "description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
              "properties": {
                "provider": {
                  "type": "string",
                  "description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:<name>' for a provider defined in custom_providers config — always include the ':<name>' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
                },
                "model": {
                  "type": "string",
                  "description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
                }
              },
              "required": [
                "model"
              ]
            },
            "script": {
              "type": "string",
              "description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
            },
            "no_agent": {
              "type": "boolean",
              "default": false,
              "description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
            },
            "context_from": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
            },
            "enabled_toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
            },
            "workdir": {
              "type": "string",
              "description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
            }
          },
          "required": [
            "action"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "delegate_task",
        "description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
        "parameters": {
          "type": "object",
          "properties": {
            "goal": {
              "type": "string",
              "description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
            },
            "context": {
              "type": "string",
              "description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
            },
            "toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
            },
            "tasks": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "goal": {
                    "type": "string",
                    "description": "Task goal"
                  },
                  "context": {
                    "type": "string",
                    "description": "Task-specific context"
                  },
                  "toolsets": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
                  },
                  "acp_command": {
                    "type": "string",
                    "description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
                  },
                  "acp_args": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Per-task ACP args override. Leave empty unless acp_command is set."
                  },
                  "role": {
                    "type": "string",
                    "enum": [
                      "leaf",
                      "orchestrator"
                    ],
                    "description": "Per-task role override. See top-level 'role' for semantics."
                  }
                },
                "required": [
                  "goal"
                ]
              },
              "description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
            },
            "role": {
              "type": "string",
              "enum": [
                "leaf",
                "orchestrator"
              ],
              "description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
            },
            "acp_command": {
              "type": "string",
              "description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
            },
            "acp_args": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "execute_code",
        "description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n  read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n    Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n  write_file(path: str, content: str) -> dict\n    Always overwrites the entire file.\n  search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n    target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n  patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n    Replaces old_string with new_string in the file.\n  terminal(command: str, timeout=None, workdir=None) -> dict\n    Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n  json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n  shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n  retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
        "parameters": {
          "type": "object",
          "properties": {
            "code": {
              "type": "string",
              "description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
            }
          },
          "required": [
            "code"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "image_generate",
        "description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown ![description](url-or-path) and the gateway will deliver it.",
        "parameters": {
          "type": "object",
          "properties": {
            "prompt": {
              "type": "string",
              "description": "The text prompt describing the desired image. Be detailed and descriptive."
            },
            "aspect_ratio": {
              "type": "string",
              "enum": [
                "landscape",
                "square",
                "portrait"
              ],
              "description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
              "default": "landscape"
            }
          },
          "required": [
            "prompt"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "memory",
        "description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "add",
                "replace",
                "remove"
              ],
              "description": "The action to perform."
            },
            "target": {
              "type": "string",
              "enum": [
                "memory",
                "user"
              ],
              "description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
            },
            "content": {
              "type": "string",
              "description": "The entry content. Required for 'add' and 'replace'."
            },
            "old_text": {
              "type": "string",
              "description": "Short unique substring identifying the entry to replace or remove."
            }
          },
          "required": [
            "action",
            "target"
          ]
        }
      }
    },
    {
      "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": "send_message",
        "description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "send",
                "list"
              ],
              "description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
            },
            "target": {
              "type": "string",
              "description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:<account_id>' (DM), 'yuanbao:group:<group_code>' (group chat)"
            },
            "message": {
              "type": "string",
              "description": "The message text to send. To send an image or file, include MEDIA:<local_path> (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "session_search",
        "description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
        "parameters": {
          "type": "object",
          "properties": {
            "query": {
              "type": "string",
              "description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
            },
            "role_filter": {
              "type": "string",
              "description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
            },
            "limit": {
              "type": "integer",
              "description": "Max sessions to summarize (default: 3, max: 5).",
              "default": 3
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skill_manage",
        "description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=<umbrella>` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin <name>`. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "create",
                "patch",
                "edit",
                "delete",
                "write_file",
                "remove_file"
              ],
              "description": "The action to perform."
            },
            "name": {
              "type": "string",
              "description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
            },
            "content": {
              "type": "string",
              "description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
            },
            "old_string": {
              "type": "string",
              "description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
            },
            "new_string": {
              "type": "string",
              "description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
            },
            "replace_all": {
              "type": "boolean",
              "description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
            },
            "category": {
              "type": "string",
              "description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
            },
            "file_path": {
              "type": "string",
              "description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
            },
            "file_content": {
              "type": "string",
              "description": "Content for the file. Required for 'write_file'."
            },
            "absorbed_into": {
              "type": "string",
              "description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
            }
          },
          "required": [
            "action",
            "name"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skill_view",
        "description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
        "parameters": {
          "type": "object",
          "properties": {
            "name": {
              "type": "string",
              "description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
            },
            "file_path": {
              "type": "string",
              "description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
            }
          },
          "required": [
            "name"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skills_list",
        "description": "List available skills (name + description). Use skill_view(name) to load full content.",
        "parameters": {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "description": "Optional category filter to narrow results"
            }
          }
        }
      }
    },
    {
      "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": "text_to_speech",
        "description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.<name>), not model-selected.",
        "parameters": {
          "type": "object",
          "properties": {
            "text": {
              "type": "string",
              "description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
            },
            "output_path": {
              "type": "string",
              "description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/<timestamp>.mp3"
            }
          },
          "required": [
            "text"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "todo",
        "description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
        "parameters": {
          "type": "object",
          "properties": {
            "todos": {
              "type": "array",
              "description": "Task items to write. Omit to read current list.",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "description": "Unique item identifier"
                  },
                  "content": {
                    "type": "string",
                    "description": "Task description"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "pending",
                      "in_progress",
                      "completed",
                      "cancelled"
                    ],
                    "description": "Current status"
                  }
                },
                "required": [
                  "id",
                  "content",
                  "status"
                ]
              }
            },
            "merge": {
              "type": "boolean",
              "description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
              "default": false
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "vision_analyze",
        "description": "Load an image into the conversation so you can see it. Accepts a URL, local file path, or data URL. When your active model has native vision, the image is attached to your context directly and you read the pixels yourself on the next turn — call this any time the user references an image (filepath in their message, URL in tool output, screenshot from the browser, etc.). For non-vision models, falls back to an auxiliary vision model that returns a text description.",
        "parameters": {
          "type": "object",
          "properties": {
            "image_url": {
              "type": "string",
              "description": "Image URL (http/https), local file path, or data: URL to load."
            },
            "question": {
              "type": "string",
              "description": "Your specific question or request about the image. Optional context the model uses on the next turn after seeing the image."
            }
          },
          "required": [
            "image_url",
            "question"
          ]
        }
      }
    },
    {
      "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": 444,
  "messages": [
    {
      "role": "user",
      "content": "[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.\n\n[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 223 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---\n\n[Your active task list was preserved across context compression]\n- [>] p110-0. Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup (in_progress)\n- [ ] p110-1. RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben (pending)\n- [ ] p110-2. Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs (pending)\n- [ ] p110-3. Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit (pending)\n- [ ] p110-4. Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar (pending)\n- [ ] p110-5. Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only (pending)\n- [ ] p110-6. Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms (pending)\n- [ ] p110-7. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)\n- [ ] p110-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)"
    },
    {
      "role": "assistant",
      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nNone.\n\n## Goal\nDas Finanz-/Budget-Dashboard soll über Tailscale auf iPhone/iPad gut nutzbar sein: schnelle mobile Quick-View für Command Center, Budgetstatus 2026, Einkünfte, effektive Ausgaben, Crypto, Aktien/ETF/Cash, Wallets und minimale Reports — ohne neue Fachfeatures, Provider, Import-Engines oder Schreibaktionen ohne Preview/Confirm/Audit.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch, direkte Abschlussberichte mit Ja/Nein-Status und Links.\n- Keine VISA-/Migros-/Rule-/OCR-/Import-Engine starten oder implementieren.\n- Keine neuen Provider, keine Provider-Abfragen beim normalen Rendern.\n- Keine echten Daten, API-Keys, Secrets, Credentials, Runtime-DBs oder Connection Strings ins Git/Frontend.\n- Schreibaktionen nur mit Preview/Confirm/Audit.\n- Fokus Mobile UX: responsive Layout, mobile Navigation, kompakte Views, Touch-Bedienbarkeit.\n- Desktop-Verhalten darf nicht kaputtgehen; Desktop-Sidebar bleibt.\n- Mobile User Mode soll keine Admin-/Debug-/technischen IDs zeigen.\n- Große Tabellen mobil entschärfen: Desktop Tabelle, Mobile Card List; horizontales Scrollen nur in Detailbereichen, wenn unvermeidbar.\n- Breakpoints: mobile `<640px`, tablet `640–1024px`, desktop `>1024px`.\n- Beträge immer mit 2 Dezimalstellen, keine langen Decimal-Werte.\n- Roadmap-Hinweise sind erlaubt, aber keine Fake-Buttons.\n- Vor Abschluss erwünscht: Python compile, pytest, npm test, npm run build, Secret Scans, Git-Safety, `git diff --check`, Commit, Push, Restart, lokale/Tailscale-Links melden.\n\n## Completed Actions\n1. RED-/Inventar-Phase für Vue Mobile UX Sprint v1 durchgeführt — festgestellt, dass mobile Nav/Card-Selektoren fehlen und `AppLayout` ohne Router-Injection fragil ist [tool: tests/inspection].\n2. Mobile Navigation umgesetzt — Desktop-Sidebar bleibt erhalten; Mobile erhält Bottom Navigation mit `Home`, `Budget`, `Ausgaben`, `Crypto`, `Portfolio`, `Mehr` [tool: code edit].\n3. Mobile „Mehr“-Navigation umgesetzt — enthält `Reports`, `Wallets`, `Einkünfte`, `Kategorien`, `Aktien/ETF & Cash`; dadurch keine 30 Menüpunkte auf iPhone [tool: code edit].\n4. Mobile Shell/Layout angepasst — Bottom-Nav-Space und mobiles Padding ergänzt; Desktop-Layout bleibt erhalten [tool: code edit].\n5. Command Center mobil optimiert — KPI Cards kompakter gemacht, responsive Umbruch/Padding/Header-Größen angepasst, Werte schneiden mobil nicht ab [tool: code edit].\n6. Budgetstatus Mobile Cards umgesetzt — Kategorie-Cards statt breiter Tabelle mit Kategorie, Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status [tool: code edit].\n7. Desktop-Budgetstatus erhalten — Desktop-Tabelle bleibt sichtbar/weiter nutzbar; Mobile nutzt Cards [tool: code edit].\n8. Budgetstatus-Formatierung abgesichert — keine langen Decimal-Werte, Beträge mit 2 Dezimalstellen, keine technischen IDs in Mobile Cards [tool: code edit/tests].\n9. Effektive-Ausgaben-Mobile-Ansicht umgesetzt — Card-Liste mit Datum, Beschreibung/Händler, Kategorie, Konto, Betrag prominent und Status [tool: code edit].\n10. Effektive-Ausgaben-Roadmap-Hinweis ergänzt — „Beleg erfassen und Foto-Import: später.“ als Coming-soon-Hinweis, nicht als Fake-Button [tool: code edit].\n11. Einkünfte mobil nutzbar gemacht — Mobile Card-Ansicht für Einkünfte-Pläne mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status und Archivieren-Aktion wenn aktiv [tool: code edit].\n12. Crypto mobil nutzbar gemacht — Coin-Liste als Mobile Cards, Desktop-Tabelle ab `md`, Detail Drawer bleibt nutzbar [tool: code edit].\n13. Aktien/ETF/Cash mobil nutzbar gemacht — Aktien/ETF-Positionen als Mobile Cards ergänzt; Cash kompakt belassen; Status/Detail-Nutzung mobil verbessert [tool: code edit].\n14. Wallets mobil nutzbar gemacht — Wallet-Liste als Cards ergänzt [tool: code edit].\n15. Große Tabellen mobil entschärft — relevante Tabellen werden auf Mobile durch Card Lists ersetzt oder erst ab `md`/Desktop angezeigt [tool: code edit].\n16. `DetailDrawer` mobil verbessert — auf Mobile Bottom-Sheet/fullscreen-artiges Panel mit besser erreichbarem Schließen-Button [tool: code edit].\n17. Touch-Bedienbarkeit verbessert — wichtige Mobile Buttons/Cards mit größeren Touch-Flächen; keine Hover-only Mobile-Flows [tool: code edit].\n18. Neue/aktualisierte Frontend-Tests ergänzt — prüfen mobile Navigation, Desktop Sidebar, Mobile Shell, Budgetstatus Cards, Effektive-Ausgaben Cards, Crypto Cards, Equity Cards, Dezimalformatierung und technische-ID-Vermeidung [tool: test/code edit].\n19. Frontend Vitest ausgeführt — Ergebnis: `31 passed` [tool: terminal].\n20. Frontend Build ausgeführt — Ergebnis: OK [tool: terminal].\n21. Python compile ausgeführt — Ergebnis: OK [tool: terminal].\n22. Backend pytest ausgeführt — Ergebnis: `393 passed` [tool: terminal].\n23. `git diff --check` ausgeführt — Ergebnis: OK [tool: terminal].\n24. Source Secret Scan ausgeführt — Ergebnis: OK; keine Secrets gefunden/preserviert [tool: terminal].\n25. Frontend Build Secret Scan ausgeführt — Ergebnis: OK [tool: terminal].\n26. Git-Safety geprüft — Ergebnis: OK [tool: terminal].\n27. Browser-/Route-Sanity durchgeführt — Routen `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200` [tool: browser/terminal].\n28. Einschränkung bei echtem iPhone-Viewport-Test dokumentiert — Browser-Stack hatte keinen Viewport-Resize/Device-Emulation-Hebel; Playwright/Selenium lokal nicht installiert; Absicherung daher über responsive Klassen und Vitest-Assertions [tool: inspection].\n29. Dashboard aus aktuellem Working Tree neu gestartet — Backend und Frontend neu gestartet [tool: terminal].\n30. Healthchecks durchgeführt — Backend `/api/health`: `200`; Frontend lokal: `200`; Frontend via Tailscale-IP: `200` [tool: terminal].\n31. Commit erstellt — Commit Message: `feat: improve mobile dashboard ux`; Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00` [tool: git].\n32. Push durchgeführt und Remote-Hash verifiziert — Remote Hash entspricht lokalem Commit `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`; Push erfolgreich [tool: git].\n33. Finaler Restart aus gepushtem Stand durchgeführt — Backend PID `504937`, Frontend PID `504946` [tool: terminal].\n34. Abschlussbericht geliefert — Ja/Nein-Status für alle geforderten Mobile-UX-Bereiche, Tests, Git-Safety, Commit/Push, Links und offene Grenzen gemeldet [tool: response].\n\n## Active State\n- Working directory: nicht explizit im neuen Kontext genannt.\n- Branch: `feat/budget-phase-1-4`.\n- Working Tree: sauber.\n- Letzter Commit: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Push-Status: erfolgreich; Remote-Hash Match: ja.\n- Backend läuft neu gestartet mit PID `504937`.\n- Frontend läuft neu gestartet mit PID `504946`.\n- Lokales Backend: `http://127.0.0.1:8000`.\n- Lokales Frontend: `http://127.0.0.1:5173`.\n- Tailscale Dashboard: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS: nicht aktiv; Meldung: `No serve config`.\n- Healthchecks:\n  - Backend `/api/health`: `200`.\n  - Frontend lokal: `200`.\n  - Frontend via Tailscale-IP: `200`.\n- Teststatus:\n  - Backend pytest: `393 passed`.\n  - Frontend Vitest: `31 passed`.\n  - Frontend build: OK.\n  - Python compile: OK.\n  - `git diff --check`: OK.\n  - Source Secret Scan: OK.\n  - Frontend Build Secret Scan: OK.\n  - Git-Safety: OK.\n- Modified/created files: konkrete Dateiliste wurde im sichtbaren Verlauf nicht genannt; Änderungen betreffen Vue Layout-/Navigations-/Dashboard-/Budget-/Expense-/Income-/Crypto-/Equity-/Wallet-/DetailDrawer-Komponenten und zugehörige Frontend-Tests.\n\n## In Progress\nKeine laufende Arbeit. Vue Mobile UX Sprint v1 wurde abgeschlossen, getestet, committed, gepusht und neu gestartet.\n\n## Blocked\n- Kein echter iPhone-Safari-/390px-Viewport-Test mit Playwright/Selenium möglich, weil Playwright/Selenium lokal nicht installiert sind und der verfügbare Browser-Stack keinen Viewport-Resize-/Device-Emulation-Hebel bot.\n- Tailscale Serve/HTTPS ist nicht aktiv; Status/Meldung: `No serve config`.\n- Keine funktionalen Blocker für die ausgelieferte Mobile UX bekannt.\n\n## Key Decisions\n- Mobile Navigation als Bottom Navigation plus leichtgewichtiges `details`-Mehr-Menü umgesetzt, statt komplexes Drawer-System: pragmatisch, robust und ausreichend für unterwegs.\n- Desktop-Sidebar beibehalten, um vorhandenes Desktop-Verhalten nicht zu brechen.\n- Mobile Quick-View priorisiert statt Desktop-Tabellen 1:1 auf iPhone zu pressen.\n- Große Tabellen mobil durch Card Lists ersetzt; Desktop-Tabellen bleiben ab passenden Breakpoints erhalten.\n- Keine neuen Fachmodule/Provider/Import-Engines implementiert, um Scope und Sicherheitsvorgaben einzuhalten.\n- Keine Fake-Buttons für OCR/Foto/Beleg-Erfassung; stattdessen Coming-soon-Hinweis.\n- Echten Viewport-Test nicht durch neue Testdependency ersetzt; stattdessen responsive Klassen + Vitest-Assertions + reale Route-Sanity verwendet, um keine unnötigen Dependencies einzuführen.\n- Detail Drawer mobil als Bottom Sheet/fullscreen-artiges Panel verbessert, weil Touch-Bedienbarkeit und Sichtbarkeit auf iPhone wichtiger sind als Desktop-ähnliche Side Panels.\n\n## Resolved Questions\n- Mobile Navigation umgesetzt? Ja: Bottom Navigation mit Home, Budget, Ausgaben, Crypto, Portfolio, Mehr; Mehr enthält Reports, Wallets, Einkünfte, Kategorien, Aktien/ETF & Cash.\n- Command Center mobil nutzbar? Ja: kompaktere KPI Cards, reduzierte Header/Padding, saubere Wertumbrüche.\n- Budgetstatus mobil als Cards? Ja: Kategorie-Cards mit Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status.\n- Effektive Ausgaben mobil nutzbar? Ja: Card-Liste mit Datum, Händler/Beschreibung, Kategorie, Konto, Betrag und Status; Coming-soon-Hinweis für Beleg/Foto.\n- Einkünfte mobil nutzbar? Ja: Cards mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status.\n- Crypto mobil nutzbar? Ja: Coin Cards, kompakte Liste, Details nutzbar.\n- Aktien/ETF/Cash mobil nutzbar? Ja: Positionen als Cards, Cash kompakt, Detail Drawer verbessert.\n- Wallets mobil nutzbar? Ja: Wallet Cards.\n- Tabellen mobil entschärft? Ja: Mobile Card Lists oder Desktop-only Tabellen.\n- Tailscale-Link funktioniert? Ja: `http://100.85.29.67:5173` liefert `200`.\n- Backend neu gestartet? Ja, PID `504937`.\n- Frontend neu gestartet? Ja, PID `504946`.\n- Commit/Push erledigt? Ja, Commit/Remote Hash `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Wurden VISA/Migros/OCR/Rule/Duplicate/neue Provider implementiert oder gestartet? Nein.\n\n## Pending User Asks\nNone.\n\n## Relevant Files\n- Konkrete Pfade wurden im sichtbaren Verlauf nicht ausgegeben.\n- Relevante geänderte Bereiche:\n  - Vue App Layout / Shell: Mobile Padding, Bottom Navigation, Desktop Sidebar-Erhalt.\n  - Mobile Navigation-Komponenten: Hauptpunkte und Mehr-Menü.\n  - Command Center Dashboard-Komponenten: responsive KPI Cards.\n  - Budgetstatus-Komponenten: Desktop-Tabelle plus Mobile Category Cards.\n  - Effektive-Ausgaben-Komponenten: Mobile Expense Cards und Coming-soon-Hinweis.\n  - Einkünfte-Komponenten: Mobile Income Plan Cards.\n  - Crypto-Komponenten: Mobile Coin Cards, Desktop-Tabelle ab `md`.\n  - Equity/Aktien-ETF-Cash-Komponenten: Mobile Position Cards.\n  - Wallet-Komponenten: Mobile Wallet Cards.\n  - `DetailDrawer`-ähnliche Komponente: Mobile Bottom-Sheet/fullscreen-artiges Verhalten.\n  - Frontend-Testdateien: Vitest-Abdeckung für Mobile Navigation, Cards, Layout, Dezimalformatierung und technische-ID-Vermeidung.\n\n## Remaining Work\n- Optional bei späterem Bedarf: echten iPhone/iPad-Viewport-Test mit Playwright/Selenium oder Safari Remote Debugging nachrüsten.\n- Optional: Tailscale Serve/HTTPS konfigurieren, falls HTTPS-Link gewünscht ist; aktuell nur Tailscale-IP per HTTP gemeldet.\n- Reports bleiben minimal/roadmap-artig.\n- Settings/Admin bleiben nicht Teil des Mobile User Mode; später separat entscheiden.\n- Keine offenen Pflichtaufgaben aus dem Mobile UX Sprint v1.\n\n## Critical Context\n- User hatte Credentials/Secrets im weiteren Session-Kontext erwähnt/vorhanden; keine Werte übernehmen oder ausgeben. Falls relevant immer als `[REDACTED]` behandeln.\n- Branch: `feat/budget-phase-1-4`.\n- Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Lokaler Frontend-Link: `http://127.0.0.1:5173`.\n- Lokaler Backend-Link: `http://127.0.0.1:8000`.\n- Tailscale Dashboard-Link: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS-Status: `No serve config`.\n- Backend PID nach Restart: `504937`.\n- Frontend PID nach Restart: `504946`.\n- Testausgaben:\n  - Backend pytest: `393 passed`.\n  - Frontend Vitest: `31 passed`.\n  - Route-Sanity: `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200`.\n- Nicht gestartete/nicht implementierte Module: VISA Import, Migros Import, OCR/Vision, Rule Engine, Duplicate Engine, Analysten, Backtest, neue Provider.\n- Bekannte Grenze: kein echter emulierter iPhone-Viewport-Test, weil Playwright/Selenium nicht installiert und Browser-Stack ohne Viewport-Resize-Hebel."
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      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts (3,571 chars result)",
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      "role": "assistant",
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            "arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetVsActualPage.vue\"}"
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      "finish_reason": "tool_calls",
      "reasoning": "**Evaluating budget updates**\n\nI need to update the BudgetVsActualPage, and I’m thinking about how that might work. Should I focus on building it using specific fields? That sounds like a solid plan, but I want to make sure I'm considering all necessary elements. It’s important to get this right, as the user relies on accurate updates. I'll dive into the fields I might need to implement for a smoother experience!",
      "reasoning_content": "**Evaluating budget updates**\n\nI need to update the BudgetVsActualPage, and I’m thinking about how that might work. Should I focus on building it using specific fields? That sounds like a solid plan, but I want to make sure I'm considering all necessary elements. It’s important to get this right, as the user relies on accurate updates. I'll dive into the fields I might need to implement for a smoother experience!",
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              "type": "summary_text",
              "text": "**Evaluating budget updates**\n\nI need to update the BudgetVsActualPage, and I’m thinking about how that might work. Should I focus on building it using specific fields? That sounds like a solid plan, but I want to make sure I'm considering all necessary elements. It’s important to get this right, as the user relies on accurate updates. I'll dive into the fields I might need to implement for a smoother experience!"
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      "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetVsActualPage.vue from line 1 (8,125 chars)",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"        <template #title>Budget vs Ist vs Vorjahr pro Kategorie</template>\\n        <template #subtitle>Budget 2026, Ist Jahr bisher 2026, Forecast 2026 und Ist 2025.</template>\",\"old_string\":\"        <template #title>Budget vs Ist pro Kategorie</template>\\n        <template #subtitle>Horizontale Balken je Kategorie.</template>\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetVsActualPage.vue\"}"
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      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetVsActualPage.vue (1,363 chars result)",
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    {
      "role": "user",
      "content": "[Your active task list was preserved across context compression]\n- [>] bpfc-2. Backend: append-only Baseline/Planning Services, DTOs, Forecast/Ampeln, Budgetstatus/Budget-vs-Ist/Vorjahr erweitern (in_progress)\n- [ ] bpfc-3. Frontend: Budgetplanung-Seite, Budgetstatus-Detailtabs/Charts, Budget-vs-Ist Vorjahr, Links zu Explorer/Expenses (pending)\n- [ ] bpfc-4. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)\n- [ ] bpfc-5. Restart mit Tailscale API-Base, Browser sanity Budgetplanung/Status/Budget-vs-Ist/Kategorieanalyse/Explorer/Expenses, Commit, Push, Abschlussbericht (pending)"
    },
    {
      "role": "assistant",
      "content": "Ich setze direkt fort: zuerst prüfe ich den aktuellen Diff/Build-Stand, dann schließe ich Backend-DTOs und Frontend-Seiten sauber ab.",
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              "type": "output_text",
              "text": "Ich setze direkt fort: zuerst prüfe ich den aktuellen Diff/Build-Stand, dann schließe ich Backend-DTOs und Frontend-Seiten sauber ab."
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          "phase": "commentary"
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    {
      "role": "tool",
      "content": "[terminal] ran `git status --short --branch && git diff --stat` -> exit 0, 1 lines output",
      "tool_call_id": "call_TgrEpnwGchMK7I7nNh1DeoVl"
    },
    {
      "role": "tool",
      "content": "{\"output\": \".....                                                                    [100%]\\n5 passed in 0.47s\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_j790wNa6ZTP18iuKat9tiorD"
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    {
      "role": "tool",
      "content": "[terminal] ran `npm test -- --run src/pages/BudgetPlanningPage.test.ts` -> exit 0, 1 lines output",
      "tool_call_id": "call_Srh7Nk13JgSoNogqqEHIGNO3"
    },
    {
      "role": "assistant",
      "content": "Zieltests sind grün. Ich prüfe jetzt API-Importe und TypeScript-Build, weil dort gerne der Teufel in der Manschette sitzt.",
      "tool_calls": [
        {
          "id": "call_2iO39UKz5yp43JagqCDYIdGE",
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            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src python -m compileall -q src tests\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      "reasoning": "**Inspecting code for errors**\n\nI need to take a closer look at the code, especially focusing on `budget.py` since its import seems to have broken earlier. I'll go through it carefully to identify any issues. There could be several potential errors, so I should check for missing imports, incorrect paths, or typos. It’s crucial to resolve this to ensure everything runs smoothly. Let's figure this out step by step!",
      "reasoning_content": "**Inspecting code for errors**\n\nI need to take a closer look at the code, especially focusing on `budget.py` since its import seems to have broken earlier. I'll go through it carefully to identify any issues. There could be several potential errors, so I should check for missing imports, incorrect paths, or typos. It’s crucial to resolve this to ensure everything runs smoothly. Let's figure this out step by step!",
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              "text": "**Inspecting code for errors**\n\nI need to take a closer look at the code, especially focusing on `budget.py` since its import seems to have broken earlier. I'll go through it carefully to identify any issues. There could be several potential errors, so I should check for missing imports, incorrect paths, or typos. It’s crucial to resolve this to ensure everything runs smoothly. Let's figure this out step by step!"
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        }
      ],
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          "status": "completed",
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              "type": "output_text",
              "text": "Zieltests sind grün. Ich prüfe jetzt API-Importe und TypeScript-Build, weil dort gerne der Teufel in der Manschette sitzt."
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      "content": "{\"output\": \"\", \"exit_code\": 0, \"error\": null}",
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    {
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            "arguments": "{\"command\":\"npm run build\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
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      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `npm run build` -> exit 1, 1 lines output",
      "tool_call_id": "call_ndtg1ERKsIt10zJyVrt5rVSq"
    },
    {
      "role": "assistant",
      "content": "Build-Fehler ist ein Type-Contract-Konflikt (`review` bisher string-map). Ich passe den neuen Preview-Typ kompatibel an, nicht die Fachlogik.",
      "tool_calls": [
        {
          "id": "call_LD4aD0HXilkayyQFJZCh8zYU",
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            "arguments": "{\"mode\": \"replace\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\", \"old_string\": \"export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown>; review?: Record<string, unknown>; requires_explicit_confirm...[truncated]\", \"new_string\": \"export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown>; review?: Record<string, string>; requires_explicit_confirm?...[truncated]\"}"
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      "finish_reason": "tool_calls",
      "reasoning": "**Considering patch type review**\n\nI think I need to look at the patch type review, specifically something like `Record<string,string|unknown>`. It's possible that I should inspect this further to understand what it might involve. I'll make sure to break it down into manageable chunks so that I can clarify what it means and how it applies. I'll approach this carefully to ensure I'm covering all the necessary details!",
      "reasoning_content": "**Considering patch type review**\n\nI think I need to look at the patch type review, specifically something like `Record<string,string|unknown>`. It's possible that I should inspect this further to understand what it might involve. I'll make sure to break it down into manageable chunks so that I can clarify what it means and how it applies. I'll approach this carefully to ensure I'm covering all the necessary details!",
      "codex_reasoning_items": [
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              "text": "**Considering patch type review**\n\nI think I need to look at the patch type review, specifically something like `Record<string,string|unknown>`. It's possible that I should inspect this further to understand what it might involve. I'll make sure to break it down into manageable chunks so that I can clarify what it means and how it applies. I'll approach this carefully to ensure I'm covering all the necessary details!"
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              "text": "Build-Fehler ist ein Type-Contract-Konflikt (`review` bisher string-map). Ich passe den neuen Preview-Typ kompatibel an, nicht die Fachlogik."
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          "id": "msg_08efd988e539badb016a0b867212c481918f388b44151b8db0",
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      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts (3,040 chars result)",
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      "role": "tool",
      "content": "[terminal] ran `npm run build` -> exit 0, 1 lines output",
      "tool_call_id": "call_xIbbPprMFdBjnwA4LhYQL2Cv"
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    {
      "role": "assistant",
      "content": "Build ist sauber. Ich ziehe jetzt Backend/API-Tests breiter, damit die Router-Änderungen nicht nur kompilieren, sondern laufen.",
      "tool_calls": [
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          "id": "call_4BVht3sUiJi3MfnYYCevmtrb",
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      "reasoning": "**Testing API functionality**\n\nI need to run full tests, but before that, it's probably a good idea to ensure that the API endpoint is working properly. There's a mention of a potential import issue with budget.py, which could be causing some problems. So, I think my next step should be to run a complete pytest to check everything thoroughly. It's better to tackle these issues one step at a time!",
      "reasoning_content": "**Testing API functionality**\n\nI need to run full tests, but before that, it's probably a good idea to ensure that the API endpoint is working properly. There's a mention of a potential import issue with budget.py, which could be causing some problems. So, I think my next step should be to run a complete pytest to check everything thoroughly. It's better to tackle these issues one step at a time!",
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              "text": "Build ist sauber. Ich ziehe jetzt Backend/API-Tests breiter, damit die Router-Änderungen nicht nur kompilieren, sondern laufen."
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          ],
          "id": "msg_08efd988e539badb016a0b868598388191a791dbc86a66f183",
          "phase": "commentary"
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    },
    {
      "role": "tool",
      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINA...` -> exit 1, 1 lines output",
      "tool_call_id": "call_4BVht3sUiJi3MfnYYCevmtrb"
    },
    {
      "role": "assistant",
      "content": "Full pytest zeigt nur erwartbare Versions-Tests plus eine Backward-Kompatibilität: bestehender Budgetstatus erwartet weiterhin `ohne Budget`. Ich aktualisiere Schema-Version-Assertions auf 29 und lasse den alten Statusstring im Budgetstatus erhalten.",
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      "reasoning": "**Evaluating status updates**\n\nI’m considering whether I need to update tests or make the status backward compatible. The schema version expects updated tests, but the status expectation has changed due to mapping from planning. I might need to preserve the status \"ohne Budget\" and maybe also map in the new status hint for \"Budget fehlt.\" The user wanted this, but existing tests should also be taken into account. I must ensure updates from the overview don’t overwrite important status details.",
      "reasoning_content": "**Evaluating status updates**\n\nI’m considering whether I need to update tests or make the status backward compatible. The schema version expects updated tests, but the status expectation has changed due to mapping from planning. I might need to preserve the status \"ohne Budget\" and maybe also map in the new status hint for \"Budget fehlt.\" The user wanted this, but existing tests should also be taken into account. I must ensure updates from the overview don’t overwrite important status details.",
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              "text": "**Evaluating status updates**\n\nI’m considering whether I need to update tests or make the status backward compatible. The schema version expects updated tests, but the status expectation has changed due to mapping from planning. I might need to preserve the status \"ohne Budget\" and maybe also map in the new status hint for \"Budget fehlt.\" The user wanted this, but existing tests should also be taken into account. I must ensure updates from the overview don’t overwrite important status details."
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              "text": "Full pytest zeigt nur erwartbare Versions-Tests plus eine Backward-Kompatibilität: bestehender Budgetstatus erwartet weiterhin `ohne Budget`. Ich aktualisiere Schema-Version-Assertions auf 29 und lasse den alten Statusstring im Budgetstatus erhalten."
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    },
    {
      "role": "tool",
      "content": "[execute_code] `from pathlib import Path p=Path('/home/agent/.hermes/repos/F...` (1 lines output)",
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      "content": "",
      "tool_calls": [
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          "function": {
            "name": "patch",
            "arguments": "{\"mode\": \"replace\", \"new_string\": \"                \\\"deviation_year\\\": planning.get(\\\"forecast_vs_budget_chf\\\"),\\n                \\\"status\\\": row.get(\\\"status\\\") if planning.get(\\\"status\\\") == \\\"Budget fehlt\\\" else (planning.get(\\\"status\\\") or row.ge...[truncated]\", \"old_string\": \"                \\\"deviation_year\\\": planning.get(\\\"forecast_vs_budget_chf\\\"),\\n                \\\"status\\\": planning.get(\\\"status\\\") or row.get(\\\"status\\\"),\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py\"}"
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    {
      "role": "tool",
      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py (1,120 chars result)",
      "tool_call_id": "call_shNnAwtvWHx8cHbGnosUctLf"
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    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_RHc5fOrcT84NACnyWCslxZ2O",
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          "response_item_id": "fc_08efd988e539badb016a0b86c8e0b88191a6202bb4b48b7253",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\nroot=Path('/home/agent/.hermes/repos/FinanceManager/tests')\\nfiles=['unit/test_budget_phase1.py','unit/test_budget_phase11.py','unit/test_budget_phase12_seed_review.py','unit/test_budget_phase16_user_rules.py','unit/test_schema.py']\\nfor rel in files:\\n p=root/rel\\n s=p.read_text()\\n s=s.replace('get_schema_version(conn) == 28','get_schema_version(conn) == 29')\\n p.write_text(s)\\n print(rel)\\n\"}"
          }
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      "finish_reason": "tool_calls"
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    {
      "role": "tool",
      "content": "[execute_code] `from pathlib import Path root=Path('/home/agent/.hermes/repo...` (1 lines output)",
      "tool_call_id": "call_RHc5fOrcT84NACnyWCslxZ2O"
    },
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      "role": "assistant",
      "content": "",
      "tool_calls": [
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          "call_id": "call_UYmsvEm0ByffAKcPy8lzct6E",
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          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src pytest -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINA...` -> exit 0, 1 lines output",
      "tool_call_id": "call_UYmsvEm0ByffAKcPy8lzct6E"
    },
    {
      "role": "assistant",
      "content": "Backend komplett grün: `451 passed`. Ich markiere Backend ab und verifiziere jetzt die gesamte Frontend-Suite.",
      "tool_calls": [
        {
          "id": "call_16ROZ9kIR5jKcjAzVrzCHIuC",
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            "name": "todo",
            "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Backend: append-only Baseline/Planning Services, DTOs, Forecast/Ampeln, Budgetstatus/Budget-vs-Ist/Vorjahr erweitern\",\"id\":\"bpfc-2\",\"status\":\"completed\"},{\"content\":\"Frontend: Budgetplanung-Seite, Budgetstatus-Detailtabs/Charts, Budget-vs-Ist Vorjahr, Links zu Explorer/Expenses\",\"id\":\"bpfc-3\",\"status\":\"in_progress\"}]}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Running tests and updates**\n\nI need to run a full npm test to ensure everything's functioning correctly. It might also be a good idea to update the todo statuses while I'm at it. Additionally, I think I should perform an API sanity check — running those first tests just to make sure everything is set up properly before moving on. Let's make sure all of that is taken care of!",
      "reasoning_content": "**Running tests and updates**\n\nI need to run a full npm test to ensure everything's functioning correctly. It might also be a good idea to update the todo statuses while I'm at it. Additionally, I think I should perform an API sanity check — running those first tests just to make sure everything is set up properly before moving on. Let's make sure all of that is taken care of!",
      "codex_reasoning_items": [
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      "role": "assistant",
      "content": "Frontend-Suite hat nur eine Text-Regression: bestehender Test erwartet den alten Titel. Ich halte den alten Kerntext und ergänze Vorjahr im Subtitle.",
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              "text": "Frontend-Suite hat nur eine Text-Regression: bestehender Test erwartet den alten Titel. Ich halte den alten Kerntext und ergänze Vorjahr im Subtitle."
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      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetVsActualPage.vue (1,236 chars result)",
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    {
      "role": "tool",
      "content": "[terminal] ran `npm test -- --run && npm run build` -> exit 0, 1 lines output",
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    {
      "role": "assistant",
      "content": "Frontend komplett grün: `80 passed`, Build OK. Ich starte jetzt die finale Verifikationskette inklusive Secret-Scans und Git-Safety.",
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      "reasoning": "**Updating frontend tasks**\n\nI need to finish updating the todo frontend, and verification is currently in progress. I already ran the compile and pytest, but I need to conduct a full verification, which includes scanning for differences. It might be a good idea to run the compile again after updating the tests, just to ensure everything is in order. I want to make sure I'm being thorough with this!",
      "reasoning_content": "**Updating frontend tasks**\n\nI need to finish updating the todo frontend, and verification is currently in progress. I already ran the compile and pytest, but I need to conduct a full verification, which includes scanning for differences. It might be a good idea to run the compile again after updating the tests, just to ensure everything is in order. I want to make sure I'm being thorough with this!",
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              "text": "Frontend komplett grün: `80 passed`, Build OK. Ich starte jetzt die finale Verifikationskette inklusive Secret-Scans und Git-Safety."
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      "content": "[todo] updated task list",
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      "content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\nsource ~/jarvis...` -> exit 0, 1 lines output",
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      "tool_call_id": "call_fbkYQWcKkvRrLXS777jlTUD3"
    },
    {
      "role": "assistant",
      "content": "Der breite Scan meldet bekannte Dokumentations-/Test-Sentinelstrings (`api_key`, `openfigi`, `github_pat`) — keine neuen Secrets aus diesem Sprint. Ich wiederhole als Diff-/Arbeitsbaum-Scan mit Allowlist für bekannte Sentinel-Dateien.",
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              "text": "Der breite Scan meldet bekannte Dokumentations-/Test-Sentinelstrings (`api_key`, `openfigi`, `github_pat`) — keine neuen Secrets aus diesem Sprint. Ich wiederhole als Diff-/Arbeitsbaum-Scan mit Allowlist für bekannte Sentinel-Dateien."
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      "role": "assistant",
      "content": "Finale Verifikation ist grün. Jetzt starte ich Backend/Frontend aus diesem Branch neu und prüfe die sechs geforderten Browser-Routen via Tailscale.",
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    {
      "role": "assistant",
      "content": "Services sind bereit, Planning-API `200`. Ich prüfe jetzt die UI-Routen im Browser ohne echte Beträge auszugeben.",
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      "reasoning": "**Researching browser functionality**\n\nI need to look into browser sanity routes and might use navigation alongside the console. It seems like I’m aiming for dynamic pages that display real data without specific amounts in the output. I think I can focus on returning only booleans. It's a bit tricky to balance the requirements, but I'm curious about how to implement this effectively to ensure everything works smoothly. I’ll figure this out!",
      "reasoning_content": "**Researching browser functionality**\n\nI need to look into browser sanity routes and might use navigation alongside the console. It seems like I’m aiming for dynamic pages that display real data without specific amounts in the output. I think I can focus on returning only booleans. It's a bit tricky to balance the requirements, but I'm curious about how to implement this effectively to ensure everything works smoothly. I’ll figure this out!",
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          "encrypted_content": "gAAAAABqC4hEIrOaZHRg8Emf0MrBCIeCqz2di1Syq0MljUD8XhJIikk0gvnf_wRoIVPU0YSh0nLER5cZMOllHZfiIlkFcjMrH8KBkegeHpxFV5NhNjqlibeNTuMK3X9girI7tTvrzZ3xTxUO7YZTeEwT1hJ-VNK3lNFwCXk6fyB6x6bUo-HilPun_Fzh8P4U1aIXw4Yxlz0LlTeNwzZ8SYVwA-UOcSUmY81edmo2iytHkGY6XqMscijSyOK1TNWE3U_bFKgemvy1PLs1e5ukX06-RwyLBgYemdYMcn348jDWgk5LR1xv-0avWx6siKoRqbfmJ8HS0cjk_NmH-eVNulFVp2sHhoVf9hEf7diO8ScLiFcw3cokSPbTLuFIxAzrwxBAp1xhJw97sK03zKSEm0khA9vGWREY17UAX9myabV0Y9nLmKjDHxGMVKOnaUXaqURx54D1yOZQJ_arNoxOaLM6_BATqQRfdiKNUHJ0CvZkrKnYHlYov3jN5Ld_EAGdzT2GkBdruajUJIpdWauabMft06puOHHoxskK8juy_l-YzPkinLVEuER2NscbkvSbkaG-oplTsSOmiB7-hB2ZPlxTZUbcPNRRbfHn4tQS9V_gH5ZIDEahYsIaj00WwCnMjNBjr1BPAPWIH5_PX38-j0vtAS7nKWgmS0rHwJiVnIwNVkAvyFqRFacEa34BbkcTscbC5aBX8JwJwjiCRQAEc90Mx9hryo7rgAHXh8xzHT8W4xGiofv_uk6t5eLO2W6A7PMK7qnAag7E6q-jaIiK_o1GpCpRd-IDBOV18K--mCBGEXlqW-mF5f5ZHTqHwGl194yhyQ1po-cvaoEfxNiPf0wiRSfdxnz5gwAO5wjGPx86VE0BU7y3jZm49h8tJjYrbZMq0dUtIEV9hKiFU5T7S8mEuX6810zLBRF2hnRoXyPFrAgGu1dHzGq8O8l2xcYYkcIo5BKyNLK_Qf-bORKtDVPHLiH3USkgB83dQr4b25L5buqOkTuTT1A0LbQGN70d9zlqO6Wyad4g1O9bpny0uRVcyJW9FfoS_mrgH4xgiANECGMEbgd7vYHKwy6exHygyfOvJQgy854uN4_q6IpZ2LV8zbFsWpaFsskrkirHmGsL8WMc_hiaxquA-V40u_oDM3J5Lg_b5uMbWzDCHvSMnBECAbi9MwdmBChuyuYBiBG_FdVLGpm04H5rbrRkXM4FHMMEZbwy845BIBtqCzOi7Mo4Lxnl1s8a35QwsuEX3X8DuLR06y-9oJw3HxMB3edXbtZ_XD0P5SagbQvcJH4UCB9kTMqSdr5FJt8v6VKREW9zQuwTVCDNInLnZgX26Y0rR8RFDTd5-bIOzPedfahi3zimm2HB6y3NMVZ50c4oOyxXzgEMjUe98f8=",
          "id": "rs_08efd988e539badb016a0b88424eb88191afcebeeafdf18ba5",
          "summary": []
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Browser-Sanity ist sauber, keine JS-Fehler. Ich committe und pushe jetzt den Sprint-Stand."
            }
          ],
          "id": "msg_08efd988e539badb016a0b8844188881918aac7b2ae63d8a6b",
          "phase": "commentary"
        }
      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\ngit status --sh...` -> exit 0, 1 lines output",
      "tool_call_id": "call_31S2juiv1n99J2je57IcpTWt"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_yUfg5m6WDXL9Ui6FA04TiuJv",
          "call_id": "call_yUfg5m6WDXL9Ui6FA04TiuJv",
          "response_item_id": "fc_08efd988e539badb016a0b884c13b08191a7b193e1ecf825b0",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\": \"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\ngit add frontend/src/api/budget.ts frontend/src/components/SidebarNav.vue frontend/src/pages/BudgetStatusPage.vue frontend/src/pages/Budge...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\ngit add fronten...` -> exit 0, 1 lines output",
      "tool_call_id": "call_yUfg5m6WDXL9Ui6FA04TiuJv"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_UWZlGl88O5EAN7IsFfPEy4th",
          "call_id": "call_UWZlGl88O5EAN7IsFfPEy4th",
          "response_item_id": "fc_08efd988e539badb016a0b88537cb08191a0fe5a41c1699716",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\": \"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nTOKEN_FILE=\\\"$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv\\\"\\nASKPASS=$(mktemp)\\npython - \\\"$TOKEN_FILE\\\" \\\"$ASKPAS...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\nTOKEN_FILE=\"$HO...` -> exit 128, 1 lines output",
      "tool_call_id": "call_UWZlGl88O5EAN7IsFfPEy4th"
    },
    {
      "role": "assistant",
      "content": "Push ist erfolgt; die Remote-Hash-Prüfung ist nur gescheitert, weil das temporäre Askpass-Skript zu früh gelöscht war. Ich prüfe den Remote-Hash erneut korrekt authentifiziert.",
      "tool_calls": [
        {
          "id": "call_ASuIuT7h3ZPsGLEDKoqVppwR",
          "call_id": "call_ASuIuT7h3ZPsGLEDKoqVppwR",
          "response_item_id": "fc_08efd988e539badb016a0b8862e3848191a8108d9a106e64cf",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\": \"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nTOKEN_FILE=\\\"$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv\\\"\\nASKPASS=$(mktemp)\\npython - \\\"$TOKEN_FILE\\\" \\\"$ASKPAS...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Fixing remote verification issues**\n\nIt looks like my push went through, but the remote verification didn’t succeed, likely because I removed the askpass before the ls-remote command. It seems like that private repository requires authentication. I’ll need to verify with askpass again, or I could try using the git ls-remote with a token. I’ll work on that now to fix this issue!",
      "reasoning_content": "**Fixing remote verification issues**\n\nIt looks like my push went through, but the remote verification didn’t succeed, likely because I removed the askpass before the ls-remote command. It seems like that private repository requires authentication. I’ll need to verify with askpass again, or I could try using the git ls-remote with a token. I’ll work on that now to fix this issue!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqC4hif3PY3mlDAuTvai5QleS4-kpdNdegUMAGJF-CCTo-Ex-6RuLP-HS1nhjQb3_wC-ISV5TfGZpnaLsu_7PP_yAvaqx84OzpJBRxRho3Qva8ZCE7_LGvPPx9PULiQvV4BvJ3R5qBSVZ1BncxVJZWAq1zC_qI7vxhmJ-npjbLACPTVOkS1tXF4DRXoZD9hHSRpZXlP0pMdEbGDgg7axHZuBBG99HDMzPDVIoFdfJGROw8Br8COf_5baM58hJ4hI0goZZS9sahzBVF4OBpV0ZP1LfuMwCRA-wx55LIJXATGSkXg4Q3nvjn4vJw8msHFSZ4Rt08ugtHuOzXGOWmlZ4EndGhzZNN97i2ZdrrgMkb6MY6lnDjd2ZfiaGRtzMLFFUB98ukl-f2jWb7dbUGc-j0Cejt6JoDT9viXi8E8LbEk9fy3dGg_M1UZnWCIBD-MRPfhPFoij_wDLKWYNGZCch2Fm6ET_fEGgZ-m5ohblNIw0VS9KEX9_6d0n9Ykn7-SzI2mBmJYXlIE1llLLZW4eFREGDOFRp6awoDE-otXJi6cyD-_fIbW0dMaezy-Wax4AlmU5xF_6Uf7ZKyrjIqxOTI4y-Xi_eqwTgLsnqy6VW9_RnXCnH_0nSYeyTWIKejPBS3LY-rr4AOpnlWlJ5HJHKaBxxLN4ooldPFi9_KqCFlrGgFdXCjLuU_V8Mx76qb3ONuZ1op36g9m8pN8WHdpMJQJwv3Gjjgi4kY1ndAoF4ar9OG4Iiwc7M1QjSNG9PKXR57Qepxfc3MVM3H1TBLWMj8JH4zFOXEowKDT3ZZ5X9SPHEN072Iy7SEmX15Pxs_5j2e_49ejFl60ev8YwJUlc1t1pNp2-PVM2FtkZ53aTiJKLD5L8vdy48YFABTN-ZXWZg9GWnXCISEal__05EqOZ0qun78cHnd_r3NVcHg-RkD3hxLpSs8N3ra36PSGc-NmEH0AKX_-CSWFgs1INTz2pFMky3jz67eMrD6a4y4gZqbMbN8vi2hbr_fDwE_fiBMJhoBk7hn23GfurcbyB54Zl78hz2TgKGNAptNpQymxCeBgEbHIpPWKhNCIhoHLO2I-yt6W_sWjt_pPtZvZNAO1g0S0lrtm_mzU83NOOOvIvS_zCogEVOWR1vAzMJII2MM-N-TaPp7qYWZueqJG1gvbSwlhi9fMw==",
          "id": "rs_08efd988e539badb016a0b886047f0819199f7049650eeca2a",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Fixing remote verification issues**\n\nIt looks like my push went through, but the remote verification didn’t succeed, likely because I removed the askpass before the ls-remote command. It seems like that private repository requires authentication. I’ll need to verify with askpass again, or I could try using the git ls-remote with a token. I’ll work on that now to fix this issue!"
            }
          ]
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Push ist erfolgt; die Remote-Hash-Prüfung ist nur gescheitert, weil das temporäre Askpass-Skript zu früh gelöscht war. Ich prüfe den Remote-Hash erneut korrekt authentifiziert."
            }
          ],
          "id": "msg_08efd988e539badb016a0b8862b7e881918d257c4d3911034e",
          "phase": "commentary"
        }
      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\nTOKEN_FILE=\"$HO...` -> exit 0, 1 lines output",
      "tool_call_id": "call_ASuIuT7h3ZPsGLEDKoqVppwR"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_m2CA8VuIsUtCDmz2RZhj57wz",
          "call_id": "call_m2CA8VuIsUtCDmz2RZhj57wz",
          "response_item_id": "fc_08efd988e539badb016a0b8875060481918a2b26d514ef5d76",
          "type": "function",
          "function": {
            "name": "todo",
            "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Restart mit Tailscale API-Base, Browser sanity Budgetplanung/Status/Budget-vs-Ist/Kategorieanalyse/Explorer/Expenses, Commit, Push, Abschlussbericht\",\"id\":\"bpfc-5\",\"status\":\"completed\"}]}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Reviewing migration considerations**\n\nI should mention that there are no actual runtime budget values changed via the browser. The migration creates a table in runtime, and I’m thinking that only the schema is applied in the backend migration. This seems like a mutation, but wait, is it a requirement to avoid silent mutations? Applying the schema migration is expected, but there's no actual change in business value. I need to update my to-do list regarding this.",
      "reasoning_content": "**Reviewing migration considerations**\n\nI should mention that there are no actual runtime budget values changed via the browser. The migration creates a table in runtime, and I’m thinking that only the schema is applied in the backend migration. This seems like a mutation, but wait, is it a requirement to avoid silent mutations? Applying the schema migration is expected, but there's no actual change in business value. I need to update my to-do list regarding this.",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
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          "id": "rs_08efd988e539badb016a0b886c46c881918179af7ffd1113dc",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Reviewing migration considerations**\n\nI should mention that there are no actual runtime budget values changed via the browser. The migration creates a table in runtime, and I’m thinking that only the schema is applied in the backend migration. This seems like a mutation, but wait, is it a requirement to avoid silent mutations? Applying the schema migration is expected, but there's no actual change in business value. I need to update my to-do list regarding this."
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "[todo] updated task list",
      "tool_call_id": "call_m2CA8VuIsUtCDmz2RZhj57wz"
    },
    {
      "role": "assistant",
      "content": "## Budget Planning & Forecast v1 — abgeschlossen\n\n**Branch:** `feat/budget-planning-forecast-v1`  \n**Commit:** `a96f64e830522b3e5801e45a5e58bbf9fab1589c`  \n**Push:** ja, Remote-Hash verifiziert  \n**PR-Link:** https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-planning-forecast-v1\n\n## Umsetzung — Ja/Nein\n\n- **Budgetplanung pro Kategorie umgesetzt:** ja  \n  Neue Seite: `/planning/budget/planning`\n\n- **Vorjahreswerte 2025 erfassbar:** ja  \n  Pro aktiver Expense-Kategorie über Preview → Confirm → Audit.\n\n- **Budget 2026 erfassbar:** ja  \n  Monatsbudget, Jahresbudget, Periodizität und Notiz.\n\n- **Monats-/Jahresumrechnung:** ja  \n  Monatsbudget × 12 sowie Jahresbudget / 12 in der UI.\n\n- **Forecast umgesetzt:** ja  \n  Backend berechnet:\n  - `linear_forecast`\n  - `budget_adjusted_forecast`\n  - Haupt-Forecast: budget-adjusted, wenn Budget vorhanden\n\n- **Budgetstatus um Vorjahr erweitert:** ja  \n  Budgetstatus enthält jetzt Forecast, Ist 2025 und Abweichung zu Vorjahr.\n\n- **Budget vs Ist um Vorjahr erweitert:** ja  \n  Chart/Analyse erweitert um Budget 2026, Ist 2026, Forecast 2026 und Ist 2025.\n\n- **Grafiken 2026 vs Budget vs 2025:** ja  \n  In Budgetplanung-Detail:\n  - Balken: Ist 2026\n  - Linie: Budget\n  - Vergleichsbalken: Ist 2025\n\n- **Kategorien ohne Budget sichtbar:** ja  \n  Auf Budgetplanung und Budget-vs-Ist.\n\n- **Kategorien ohne Vorjahr sichtbar:** ja  \n  Auf Budgetplanung und Backend-DTO.\n\n- **Daten-Explorer Verknüpfung:** ja  \n  Kategorie-Detail enthält Links zu Daten-Explorer und Effektive Ausgaben mit Kategorie-Filter.\n\n## Backend\n\nNeu:\n\n- Append-only Migration auf Schema-Version **29**\n- Neue Tabelle: `budget_category_baselines`\n  - Decimal als Text\n  - Year/Month optional\n  - `actual_previous_year`\n  - `planned_budget`\n  - `manual_reference`\n  - `imported_reference`\n  - Audit-relevante Metadaten\n\nNeuer Service:\n\n- `src/jarvis_finance/services/budget_planning.py`\n\nNeue API:\n\n- `GET /api/budget/planning/matrix`\n- `POST /api/budget/planning/categories/{category_id}/preview`\n- `POST /api/budget/planning/categories/{category_id}/confirm`\n\nSicherheitslogik:\n\n- Nur aktive Expense-Kategorien für neue Plan-/Vorjahreswerte\n- Negative Budgetwerte blockiert\n- Decimal-Text validiert\n- Preview vor Confirm\n- Confirm schreibt Audit\n- Kandidaten zählen nicht als Ist\n- Nur bestätigte Budget-Transaktionen zählen\n- Transfers/Credit-card/Investment/covered Import-Zeilen bleiben ausgeschlossen\n\n## Frontend\n\nNeue Seite:\n\n- `Budget > Budgetplanung`\n- Route: `/planning/budget/planning`\n\nUI enthält:\n\n- Tabelle pro Kategorie:\n  - Kategorie\n  - Budget Monat 2026\n  - Budget Jahr 2026\n  - Vorjahr Monatsschnitt 2025\n  - Vorjahr Jahr 2025\n  - Ist YTD 2026\n  - Forecast 2026\n  - Abweichung Budget\n  - Abweichung Vorjahr\n  - Status\n- Detailbereich mit Tabs:\n  - Budget 2026\n  - Vorjahr 2025\n  - Ist 2026\n  - Verlauf/Audit\n- Preview/Confirm-Flow\n- Kategorie-Links zu:\n  - Daten-Explorer\n  - Effektive Ausgaben\n\n## Tests\n\n- **Backend pytest:** `451 passed`\n- **Frontend Vitest:** `80 passed`\n- **Frontend Test Files:** `21 passed`\n\nNeue Tests für:\n\n- Baseline/Vorjahreswerte speichern\n- Monatswerte speichern\n- Jahreswert aus Monatswerten\n- Monatsverteilung aus Jahreswert\n- Decimal-Text\n- Audit\n- Budget Monat → Budget Jahr\n- Budget Jahr → Budget Monat\n- Periodizität\n- negative Werte blockiert\n- Forecast-Logik\n- confirmed-only Ist-Werte\n- Kandidaten ausgeschlossen\n- Transfers/covered ausgeschlossen\n- Vorjahr im Budgetstatus\n- Budgetplanung-Seite\n- Detail-Tabs\n- Preview/Confirm API aus UI\n- Daten-Explorer-Link\n\n## Build & Safety\n\n- **Python compile:** OK\n- **pytest:** OK — `451 passed`\n- **npm test:** OK — `80 passed`\n- **npm run build:** OK\n- **Changed-files secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **Secrets im Git:** nein\n- **Neue Importquellen:** nein\n- **Fixkosten/Subscriptions:** nein\n- **Echte Beträge im Chat:** nein\n\n## Browser Sanity\n\nGeprüft via Tailscale:\n\n- **Budgetplanung:** OK\n- **Budgetstatus:** OK\n- **Budget vs Ist:** OK\n- **Kategorieanalyse:** OK\n- **Daten-Explorer:** OK\n- **Effektive Ausgaben:** OK\n- **JS-Fehler:** keine\n\nLinks:\n\n- Frontend: `http://100.85.29.67:5173`\n- Backend: `http://100.85.29.67:8000`\n\nLaufende Prozesse:\n\n- Backend PID: `609569`\n- Frontend PID: `609582`\n\n## Offene Grenzen\n\n- Der Tab **Verlauf/Audit** ist UI-seitig vorhanden und Confirm schreibt Audit; eine vollständige tabellarische Audit-Historie pro Kategorie ist noch nicht als Detailtabelle ausgebaut.\n- Es wurden bewusst **keine echten Budget-/Vorjahreswerte produktiv über die UI geändert**. Die Schreibpfade sind testseitig und API-seitig abgesichert; Runtime wurde nur für Schema/API/UI-Sanity genutzt.\n- Keine Fixkosten/Subscriptions, keine neuen Importquellen, keine OCR/Kamera, keine KI-Budgetempfehlungen — wie befohlen.",
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              "text": "## Budget Planning & Forecast v1 — abgeschlossen\n\n**Branch:** `feat/budget-planning-forecast-v1`  \n**Commit:** `a96f64e830522b3e5801e45a5e58bbf9fab1589c`  \n**Push:** ja, Remote-Hash verifiziert  \n**PR-Link:** https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-planning-forecast-v1\n\n## Umsetzung — Ja/Nein\n\n- **Budgetplanung pro Kategorie umgesetzt:** ja  \n  Neue Seite: `/planning/budget/planning`\n\n- **Vorjahreswerte 2025 erfassbar:** ja  \n  Pro aktiver Expense-Kategorie über Preview → Confirm → Audit.\n\n- **Budget 2026 erfassbar:** ja  \n  Monatsbudget, Jahresbudget, Periodizität und Notiz.\n\n- **Monats-/Jahresumrechnung:** ja  \n  Monatsbudget × 12 sowie Jahresbudget / 12 in der UI.\n\n- **Forecast umgesetzt:** ja  \n  Backend berechnet:\n  - `linear_forecast`\n  - `budget_adjusted_forecast`\n  - Haupt-Forecast: budget-adjusted, wenn Budget vorhanden\n\n- **Budgetstatus um Vorjahr erweitert:** ja  \n  Budgetstatus enthält jetzt Forecast, Ist 2025 und Abweichung zu Vorjahr.\n\n- **Budget vs Ist um Vorjahr erweitert:** ja  \n  Chart/Analyse erweitert um Budget 2026, Ist 2026, Forecast 2026 und Ist 2025.\n\n- **Grafiken 2026 vs Budget vs 2025:** ja  \n  In Budgetplanung-Detail:\n  - Balken: Ist 2026\n  - Linie: Budget\n  - Vergleichsbalken: Ist 2025\n\n- **Kategorien ohne Budget sichtbar:** ja  \n  Auf Budgetplanung und Budget-vs-Ist.\n\n- **Kategorien ohne Vorjahr sichtbar:** ja  \n  Auf Budgetplanung und Backend-DTO.\n\n- **Daten-Explorer Verknüpfung:** ja  \n  Kategorie-Detail enthält Links zu Daten-Explorer und Effektive Ausgaben mit Kategorie-Filter.\n\n## Backend\n\nNeu:\n\n- Append-only Migration auf Schema-Version **29**\n- Neue Tabelle: `budget_category_baselines`\n  - Decimal als Text\n  - Year/Month optional\n  - `actual_previous_year`\n  - `planned_budget`\n  - `manual_reference`\n  - `imported_reference`\n  - Audit-relevante Metadaten\n\nNeuer Service:\n\n- `src/jarvis_finance/services/budget_planning.py`\n\nNeue API:\n\n- `GET /api/budget/planning/matrix`\n- `POST /api/budget/planning/categories/{category_id}/preview`\n- `POST /api/budget/planning/categories/{category_id}/confirm`\n\nSicherheitslogik:\n\n- Nur aktive Expense-Kategorien für neue Plan-/Vorjahreswerte\n- Negative Budgetwerte blockiert\n- Decimal-Text validiert\n- Preview vor Confirm\n- Confirm schreibt Audit\n- Kandidaten zählen nicht als Ist\n- Nur bestätigte Budget-Transaktionen zählen\n- Transfers/Credit-card/Investment/covered Import-Zeilen bleiben ausgeschlossen\n\n## Frontend\n\nNeue Seite:\n\n- `Budget > Budgetplanung`\n- Route: `/planning/budget/planning`\n\nUI enthält:\n\n- Tabelle pro Kategorie:\n  - Kategorie\n  - Budget Monat 2026\n  - Budget Jahr 2026\n  - Vorjahr Monatsschnitt 2025\n  - Vorjahr Jahr 2025\n  - Ist YTD 2026\n  - Forecast 2026\n  - Abweichung Budget\n  - Abweichung Vorjahr\n  - Status\n- Detailbereich mit Tabs:\n  - Budget 2026\n  - Vorjahr 2025\n  - Ist 2026\n  - Verlauf/Audit\n- Preview/Confirm-Flow\n- Kategorie-Links zu:\n  - Daten-Explorer\n  - Effektive Ausgaben\n\n## Tests\n\n- **Backend pytest:** `451 passed`\n- **Frontend Vitest:** `80 passed`\n- **Frontend Test Files:** `21 passed`\n\nNeue Tests für:\n\n- Baseline/Vorjahreswerte speichern\n- Monatswerte speichern\n- Jahreswert aus Monatswerten\n- Monatsverteilung aus Jahreswert\n- Decimal-Text\n- Audit\n- Budget Monat → Budget Jahr\n- Budget Jahr → Budget Monat\n- Periodizität\n- negative Werte blockiert\n- Forecast-Logik\n- confirmed-only Ist-Werte\n- Kandidaten ausgeschlossen\n- Transfers/covered ausgeschlossen\n- Vorjahr im Budgetstatus\n- Budgetplanung-Seite\n- Detail-Tabs\n- Preview/Confirm API aus UI\n- Daten-Explorer-Link\n\n## Build & Safety\n\n- **Python compile:** OK\n- **pytest:** OK — `451 passed`\n- **npm test:** OK — `80 passed`\n- **npm run build:** OK\n- **Changed-files secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **Secrets im Git:** nein\n- **Neue Importquellen:** nein\n- **Fixkosten/Subscriptions:** nein\n- **Echte Beträge im Chat:** nein\n\n## Browser Sanity\n\nGeprüft via Tailscale:\n\n- **Budgetplanung:** OK\n- **Budgetstatus:** OK\n- **Budget vs Ist:** OK\n- **Kategorieanalyse:** OK\n- **Daten-Explorer:** OK\n- **Effektive Ausgaben:** OK\n- **JS-Fehler:** keine\n\nLinks:\n\n- Frontend: `http://100.85.29.67:5173`\n- Backend: `http://100.85.29.67:8000`\n\nLaufende Prozesse:\n\n- Backend PID: `609569`\n- Frontend PID: `609582`\n\n## Offene Grenzen\n\n- Der Tab **Verlauf/Audit** ist UI-seitig vorhanden und Confirm schreibt Audit; eine vollständige tabellarische Audit-Historie pro Kategorie ist noch nicht als Detailtabelle ausgebaut.\n- Es wurden bewusst **keine echten Budget-/Vorjahreswerte produktiv über die UI geändert**. Die Schreibpfade sind testseitig und API-seitig abgesichert; Runtime wurde nur für Schema/API/UI-Sanity genutzt.\n- Keine Fixkosten/Subscriptions, keine neuen Importquellen, keine OCR/Kamera, keine KI-Budgetempfehlungen — wie befohlen."
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          "phase": "final_answer"
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      "finish_reason": "stop"
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      "content": "[M G] [IMPORTANT: Background process proc_983bb4dcd8ea matched watch pattern \"Application startup complete\".\nCommand: source ~/jarvis_runtime/finance-system/venv/bin/activate\nexport JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system\nunset JARVIS_FINANCE_DB_PATH\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000\nMatched output:\nINFO:     Application startup complete.]"
    },
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      "content": "Das ist eine **alte Watcher-Meldung** von `proc_983bb4dcd8ea` aus dem vorherigen Sprint, nicht der aktuell laufende Backend-Prozess.\n\nAktueller Stand nach **Budget Planning & Forecast v1**:\n\n- **Branch:** `feat/budget-planning-forecast-v1`\n- **Commit:** `a96f64e830522b3e5801e45a5e58bbf9fab1589c`\n- **Remote-Hash:** verifiziert gleich lokal\n- **Backend PID:** `609569`\n- **Frontend PID:** `609582`\n- **Backend:** `http://100.85.29.67:8000`\n- **Frontend:** `http://100.85.29.67:5173`\n- **Healthchecks:** Backend/Frontend lokal und Tailscale OK\n- **Browser-Sanity:** Budgetplanung, Budgetstatus, Budget vs Ist, Kategorieanalyse, Daten-Explorer, Effektive Ausgaben OK\n\nKurz: Die Meldung ist nur der alte Wachhund, der jetzt auch noch bellt. Der aktuelle Dienst läuft korrekt.",
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              "text": "Das ist eine **alte Watcher-Meldung** von `proc_983bb4dcd8ea` aus dem vorherigen Sprint, nicht der aktuell laufende Backend-Prozess.\n\nAktueller Stand nach **Budget Planning & Forecast v1**:\n\n- **Branch:** `feat/budget-planning-forecast-v1`\n- **Commit:** `a96f64e830522b3e5801e45a5e58bbf9fab1589c`\n- **Remote-Hash:** verifiziert gleich lokal\n- **Backend PID:** `609569`\n- **Frontend PID:** `609582`\n- **Backend:** `http://100.85.29.67:8000`\n- **Frontend:** `http://100.85.29.67:5173`\n- **Healthchecks:** Backend/Frontend lokal und Tailscale OK\n- **Browser-Sanity:** Budgetplanung, Budgetstatus, Budget vs Ist, Kategorieanalyse, Daten-Explorer, Effektive Ausgaben OK\n\nKurz: Die Meldung ist nur der alte Wachhund, der jetzt auch noch bellt. Der aktuelle Dienst läuft korrekt."
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          "phase": "final_answer"
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      "content": "[M G] Budget Planning & Forecast v1 ist akzeptiert.\n\nDie Hauptanforderungen aus der letzten Anweisung sind umgesetzt. Bitte baue jetzt gezielt weiter, aber ohne neue Importquellen und ohne Fixkosten/Subscriptions.\n\n# Budget Planning Usability & Baseline Entry v2\n\nZiel:\nDie Budgetplanung soll im Alltag gut bedienbar werden. Ich möchte Budgetwerte 2026 und Vorjahreswerte 2025 effizient je Kategorie eintragen, prüfen, kopieren, validieren und später aus Excel übernehmen können. Zusätzlich soll der Audit-/Verlauf-Tab pro Kategorie wirklich nutzbar werden.\n\nWichtig:\n- Keine neuen Importquellen.\n- Keine Fixkosten/Subscriptions in diesem Sprint.\n- Keine Runtime-DB ins Git.\n- Keine echten Beträge im Chat.\n- Keine stillen Mutationen.\n- Preview → Confirm → Audit bleibt Pflicht.\n- Budget-/Vorjahreswerte sind Plan-/Referenzwerte, keine echten Transaktionen.\n- Nur bestätigte Budgettransaktionen zählen als Ist-Werte.\n\n## 1. Audit-/Verlauf-Tab pro Kategorie fertigstellen\n\nAktuell ist der Verlauf/Audit-Tab vorbereitet, aber noch keine vollständige Detailtabelle.\n\nBitte umsetzen:\n\nPro Kategorie im Detailbereich:\n\n- Liste der letzten Änderungen\n- Datum/Zeit\n- Aktion\n- geändertes Feld\n- alter Wert\n- neuer Wert\n- Quelle\n- Notiz\n- Benutzer/System\n- Audit-ID nur im technischen Detail, nicht prominent\n\nFür Änderungen an:\n- Budget Monat\n- Budget Jahr\n- Periodizität\n- Vorjahreswert Jahr\n- Vorjahreswerte Monate\n- Notizen\n- Kategorie-Mapping\n\nAkzeptanz:\n- Nach Änderung eines Planwerts erscheint ein Audit-Eintrag.\n- Nach Änderung eines Vorjahreswerts erscheint ein Audit-Eintrag.\n- Verlauf ist verständlich und nicht nur Roh-JSON.\n\n## 2. Komfortable Eingabe für Budget 2026\n\nDie Budgetplanung soll nicht pro Kategorie mühsam einzeln sein.\n\nBitte ergänzen:\n\n### Inline-Edit oder Schnellbearbeitung\n\nIn der Tabelle Budgetplanung:\n\n- Budget Monat 2026 direkt bearbeiten\n- Budget Jahr 2026 direkt bearbeiten\n- Periodizität wählen\n- Speichern pro Zeile\n- oder mehrere Änderungen sammeln und gemeinsam bestätigen\n\n### Batch-Speichern\n\nOptional, aber sehr hilfreich:\n\n- mehrere Kategorien bearbeiten\n- Button: Änderungen prüfen\n- Preview zeigt alle geänderten Kategorien\n- Confirm speichert alle\n- Audit je Kategorie oder Batch-Audit mit Details\n\nAkzeptanz:\n- Ich kann mehrere Budgetwerte nacheinander eintragen und gemeinsam speichern.\n- Keine Änderung wird ohne Confirm produktiv.\n- Ungültige Werte werden klar markiert.\n\n## 3. Komfortable Eingabe für Vorjahr 2025\n\nBitte Vorjahreswerte effizient erfassbar machen.\n\n### Jahreswert-Modus\n\nPro Kategorie:\n\n- Jahreswert 2025 eingeben\n- System berechnet Monatsdurchschnitt\n- optional gleichmäßig auf 12 Monate verteilen\n\n### Monatswert-Modus\n\nPro Kategorie:\n\n- Januar bis Dezember 2025 erfassen\n- Jahreswert = Summe Monate\n- Monatsdurchschnitt = Jahreswert / 12\n\n### UX\n\nIm Detaildialog:\n\n- Tabelle Januar–Dezember\n- Jahreswert oben oder unten\n- Button: Jahreswert auf Monate verteilen\n- Button: Monatswerte leeren\n- Button: Preview\n- Button: Confirm\n\nAkzeptanz:\n- Jahreswert kann erfasst werden.\n- Monatswerte können erfasst werden.\n- Summe wird live angezeigt.\n- Abweichung zwischen Jahreswert und Monatswertsumme wird angezeigt.\n- Confirm schreibt Audit.\n\n## 4. Excel-Budget-Vorlage als Referenz vorbereiten\n\nNoch keine neue Importquelle, aber wir haben ein bestehendes Excel-Budgettool.\n\nBitte nur vorbereiten:\n\n- Button: Aus Excel-Vorlage übernehmen\n- Status: vorbereitet / Coming soon oder falls bestehende Excel-Seed-Logik vorhanden ist, kontrollierte Preview\n- keine automatische produktive Übernahme\n- Ziel:\n  - Budget 2026 aus Excel\n  - Vorjahr 2025 aus Excel\n  - Income/Budgetwerte\n- falls vorhandene Seed-Kandidaten genutzt werden können:\n  - Preview anzeigen\n  - Mapping Kategorie → Zielkategorie\n  - Confirm erst nach Nutzerfreigabe\n\nWichtig:\nWenn das schon technisch möglich ist, bitte nur Preview bauen, keine stille Übernahme.\n\n## 5. Kategorien ohne Budget / ohne Vorjahr als Datenpflege-Liste\n\nBitte auf Budgetplanung sichtbar machen:\n\n### Datenpflege-Kacheln\n\n- Kategorien ohne Budget 2026\n- Kategorien ohne Vorjahreswert 2025\n- Kategorien mit Ist-Ausgaben, aber ohne Budget\n- Kategorien mit Budget, aber ohne Ist\n- Kategorien mit Vorjahr, aber ohne aktuelles Budget\n\nJede Kachel anklickbar:\n- filtert die Tabelle\n- zeigt betroffene Kategorien\n\nAkzeptanz:\n- Ich sehe sofort, welche Kategorien ich noch pflegen muss.\n\n## 6. Plausibilitätschecks\n\nBitte ergänzen:\n\n- Budget Jahr 2026 deutlich niedriger als Vorjahr 2025 → Hinweis\n- Budget Jahr 2026 deutlich höher als Vorjahr 2025 → Hinweis\n- Ist 2026 bereits über Budget → Warnung\n- Kategorie hat Ist-Ausgaben, aber kein Budget → Warnung\n- Kategorie hat Budget, aber keine Ist-Daten → neutraler Hinweis\n- Kategorie hat keine Vorjahreswerte → Hinweis\n\nSchwellen:\n- Abweichung >20% gegenüber Vorjahr = Hinweis\n- Ist > Budget = Warnung\n- Forecast >115% Budget = kritisch\n\n## 7. Forecast-Methodik sichtbar machen\n\nIn der UI soll klar stehen, wie Forecast berechnet wird.\n\nBitte ergänzen:\n\n- Info-/Help-Text:\n  - linear_forecast = Ist bisher / vergangene Monate × 12\n  - budget_adjusted_forecast = Ist bisher + Restmonate × Monatsbudget\n- Im Detaildialog:\n  - beide Forecast-Werte anzeigen, falls vorhanden\n  - Hauptwert markieren\n\nAkzeptanz:\n- Ich verstehe, warum eine Kategorie auf Rot/Gelb/Grün steht.\n\n## 8. Grafiken optisch verbessern\n\nDie bestehenden Grafiken sind gut als Basis. Bitte weiter verbessern:\n\n### Kategorie-Detail\n\n- Ist 2026 Balken\n- Budgetlinie\n- Ist 2025 Vergleich\n- klare Legende\n- bessere Tooltips\n- bessere Farben:\n  - Ist 2026: Blau\n  - Budget: dunkle Linie\n  - Ist 2025: grau\n  - Überschreitung: rot/orange\n\n### Budgetplanung Übersicht\n\n- Chart: Top Kategorien ohne Budget\n- Chart: größte Abweichung Budget vs Vorjahr\n- Chart: Forecast-Risiken\n\nKeine neue Chart-Library, wenn nicht nötig.\n\n## 9. Budgetstatus und Budget-vs-Ist Integration prüfen\n\nBitte sicherstellen:\n\n- Wenn Budgetwert geändert wird, aktualisiert sich Budgetstatus.\n- Wenn Vorjahreswert geändert wird, aktualisiert sich Budget-vs-Ist.\n- Wenn Monatswerte 2025 geändert werden, aktualisiert sich Kategorie-Detail.\n- Keine Kandidaten werden als Ist gezählt.\n- Transfers bleiben ausgeschlossen.\n\n## 10. Tests\n\nBitte Tests ergänzen für:\n\n### Audit/Verlauf\n- Änderung Budgetwert erzeugt Audit-Eintrag\n- Änderung Vorjahreswert erzeugt Audit-Eintrag\n- Verlauf zeigt alte/neue Werte lesbar\n\n### Budget Eingabe\n- Inline-Edit Budget Monat\n- Inline-Edit Budget Jahr\n- Batch Preview\n- Batch Confirm\n- ungültige Werte blockiert\n\n### Vorjahr Eingabe\n- Jahreswert auf Monate verteilen\n- Monatswerte summieren sich zu Jahreswert\n- Abweichung wird angezeigt\n- Confirm schreibt Audit\n\n### Datenpflege\n- Kategorie ohne Budget sichtbar\n- Kategorie ohne Vorjahr sichtbar\n- Kategorie mit Ist ohne Budget sichtbar\n- Kachel filtert Tabelle\n\n### Plausibilitätschecks\n- Budget stark höher/tiefer als Vorjahr\n- Ist über Budget\n- Forecast kritisch\n\n### Forecast\n- linear_forecast\n- budget_adjusted_forecast\n- Methodik sichtbar\n\n### Integration\n- Budgetstatus aktualisiert nach Planwertänderung\n- Budget-vs-Ist aktualisiert nach Vorjahreswertänderung\n- Kandidaten ausgeschlossen\n- Transfers ausgeschlossen\n\n### Safety\n- keine Runtime-DB im Git\n- keine echten Daten im Git\n- Git-Safety sauber\n\n## 11. Browser Sanity\n\nBitte prüfen:\n\n- /planning/budget/planning\n- /planning/budget/status\n- /planning/budget/analysis/budget-vs-actual\n- /planning/budget/analysis/data-explorer\n- /planning/budget/categories\n\n## 12. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n- Fixkosten/Subscriptions\n- neue Importquellen\n- OCR/Kamera\n- Steuerprognose\n- Portfolio Analytics\n- Watchlist\n- KI-Budgetempfehlungen\n- automatische Budgetvorschläge ohne Review\n\n## 13. Verifikation\n\nNach Umsetzung:\n\n- Python compile\n- pytest\n- npm test\n- npm run build\n- source secret scan\n- frontend build secret scan\n- Git-Safety\n- Browser sanity\n- git diff --check\n- Commit\n- Push\n\n## 14. Abschlussbericht\n\nBitte berichten:\n\n- Audit-Verlauf pro Kategorie umgesetzt: ja/nein\n- Budget 2026 Schnellbearbeitung umgesetzt: ja/nein\n- Vorjahr 2025 Schnellbearbeitung umgesetzt: ja/nein\n- Batch Preview/Confirm umgesetzt: ja/nein\n- Excel-Vorlage Preview vorbereitet: ja/nein\n- Datenpflege-Kacheln umgesetzt: ja/nein\n- Plausibilitätschecks umgesetzt: ja/nein\n- Forecast-Methodik sichtbar: ja/nein\n- Grafiken verbessert: ja/nein\n- Budgetstatus Integration geprüft: ja/nein\n- Budget-vs-Ist Integration geprüft: ja/nein\n- Tests\n- Build\n- Git-Safety\n- Commit-Hash\n- Push-Status\n- offene Grenzen\n\nWichtig:\nDieser Sprint soll die Budgetplanung alltagstauglich machen. Danach können wir Fixkosten/Subscriptions starten."
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              "text": "Bestand ist sauber, Branch angelegt. Ich schreibe jetzt RED-Tests für Backend-Usability v2: lesbarer Audit-Verlauf, Batch Preview/Confirm, Plausibilitäts-Hinweise und Excel-Preview-Stub ohne produktive Übernahme."
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      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINA...` -> exit 2, 1 lines output",
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      "content": "RED bestätigt: die v2-Funktionen fehlen. Ich implementiere jetzt den Backend-Service minimal und auditierbar.",
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      "reasoning": "**Implementing changes for audit**\n\nI'm getting to work on this implementation. First, I need to gather the old values and add a helper for the current snapshot. I want to audit both the old and new entries. There are existing confirmation calls that create a preview audit, which is somewhat undesired, but I'll manage it. I also need to address the timeline parse action for budget planning and batch entries, while ensuring the API routes are correct. Time to patch things up!",
      "reasoning_content": "**Implementing changes for audit**\n\nI'm getting to work on this implementation. First, I need to gather the old values and add a helper for the current snapshot. I want to audit both the old and new entries. There are existing confirmation calls that create a preview audit, which is somewhat undesired, but I'll manage it. I also need to address the timeline parse action for budget planning and batch entries, while ensuring the API routes are correct. Time to patch things up!",
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AND action IN ('budget_planning_confirmed','budget_planning_preview')\\n+        ORDER BY timestamp DESC LIMIT ?\\n+        \\\"\\\"\\\",\\n+        (category_id, limit),\\n+    ).fetchall()\\n+    entries = []\\n+    for row in rows:\\n+        old = _load_audit_json(row[\\\"old_values_json\\\"])\\n+        new = _load_audit_json(row[\\\"new_values_json\\\"])\\n+        changes = new.get(\\\"changes\\\") if isinstance(new.get(\\\"changes\\\"), list) else _changes(old, new)\\n+        entries.append({\\n+            \\\"timestamp\\\": row[\\\"timestamp\\\"],\\n+            \\\"action\\\": row[\\\"action\\\"],\\n+            \\\"action_label\\\": \\\"Budgetplanung gespeichert\\\" if row[\\\"action\\\"] == \\\"budget_planning_confirmed\\\" else \\\"Preview erstellt\\\",\\n+            \\\"source\\\": row[\\\"source\\\"],\\n+            \\\"note\\\": row[\\\"user_text_note\\\"] or new.get(\\\"notes\\\") or \\\"\\\",\\n+            \\\"created_by\\\": row[\\\"created_by\\\"] or \\\"system\\\",\\n+            \\\"changes\\\": changes,\\n+            \\\"technical\\\": {\\\"audit_id\\\": row[\\\"audit_id\\\"]},\\n+        })\\n+    return {\\\"category_id\\\": category_id, \\\"category\\\": cat[\\\"name\\\"], \\\"entries\\\": entries}\\n+\\n+\\n+def preview_budget_planning_excel_template(conn: Connection, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n+    year = str((payload or {}).get(\\\"year\\\") or \\\"2026\\\")\\n+    return {\\n+        \\\"status\\\": \\\"prepared\\\",\\n+        \\\"title\\\": \\\"Aus Excel-Vorlage übernehmen\\\",\\n+        \\\"summary\\\": \\\"Excel-Budget-Vorlage ist vorbereitet. Dieser Sprint erzeugt keine produktive Übernahme; später nur über kontrollierte Preview mit Mapping und Confirm.\\\",\\n+        \\\"year\\\": year,\\n+        \\\"targets\\\": [\\\"Budget 2026\\\", \\\"Vorjahr 2025\\\", \\\"Income/Budgetwerte\\\"],\\n+        \\\"productive_mutation\\\": False,\\n+        \\\"requires_explicit_confirm\\\": True,\\n+        \\\"warnings\\\": [\\\"Coming soon: keine automatische produktive Übernahme.\\\"],\\n+    }\\n \\n \\n def _plan_amounts(conn: Connection, year: str) -> dict[str, dict[str, Decimal | str]]:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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      "content": "{\"output\": \".F...                                                                    [100%]\\n=================================== FAILURES ===================================\\n__ test_batch_preview_and_confirm_collect_multiple_budget_changes_with_audit ___\\n\\n    def test_batch_preview_and_confirm_collect_multiple_budget_changes_with_audit() -> None:\\n        conn = db(); _account, media, food = setup_two_categories(conn)\\n        preview = preview_budget_planning_batch(conn, {\\\"changes\\\": [\\n            {\\\"category_id\\\": media, \\\"monthly_budget_chf\\\": \\\"50.00\\\", \\\"budget_cadence\\\": \\\"monthly\\\"},\\n            {\\\"category_id\\\": food, \\\"annual_budget_chf\\\": \\\"1200.00\\\", \\\"budget_cadence\\\": \\\"annual\\\", \\\"previous_year_total_chf\\\": \\\"1000.00\\\", \\\"distribute_previous_year_total\\\": True},\\n        ]})\\n    \\n        assert preview[\\\"count\\\"] == 2\\n        assert preview[\\\"requires_explicit_confirm\\\"] is True\\n        assert preview[\\\"changes\\\"][0][\\\"review\\\"][\\\"budget_year_chf\\\"] == \\\"600.00\\\"\\n        assert preview[\\\"changes\\\"][1][\\\"review\\\"][\\\"budget_month_chf\\\"] == \\\"100.00\\\"\\n    \\n        result = confirm_budget_planning_batch(conn, preview[\\\"payload\\\"])\\n    \\n        assert result[\\\"status\\\"] == \\\"confirmed\\\"\\n        assert result[\\\"confirmed_count\\\"] == 2\\n        rows = get_budget_planning_matrix(conn, year=\\\"2026\\\", current_month=\\\"2026-02\\\")[\\\"rows\\\"]\\n        by_id = {row[\\\"category_id\\\"]: row for row in rows}\\n        assert by_id[media][\\\"budget_year_chf\\\"] == \\\"600.00\\\"\\n>       assert by_id[food][\\\"previous_year_total_chf\\\"] == \\\"1000.00\\\"\\nE       AssertionError: assert '999.96' == '1000.00'\\nE         \\nE         - 1000.00\\nE         + 999.96\\n\\ntests/unit/test_budget_planning_usability_v2.py:74: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_budget_planning_usability_v2.py::test_batch_preview_and_confirm_collect_multiple_budget_changes_with_audit\\n1 failed, 4 passed in 0.48s\", \"exit_code\": 1, \"error\": null}\n\n[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]",
      "tool_call_id": "call_IGN30tCJKxIIxPW4G3U6Y9r8"
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    {
      "role": "assistant",
      "content": "Batch-Test zeigt eine fachlich sinnvolle Rundungsstelle: Jahreswert/12 darf nicht `999.96` statt `1000.00` ergeben. Ich korrigiere die Verteilung mit Restbetrag im Dezember.",
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      "reasoning": "**Addressing distribution rounding**\n\nI’m looking into an issue with distribution rounding where the sum is 999.96. In version 1, I didn’t check the sum, so now I’m wondering if I need to store the annual year. If adjustments are being made, maybe I should ensure that it reflects the distribution from last month. I’ll implement this in the _derive_previous_year function to correctly allocate the remainder. Let's see how that works out!",
      "reasoning_content": "**Addressing distribution rounding**\n\nI’m looking into an issue with distribution rounding where the sum is 999.96. In version 1, I didn’t check the sum, so now I’m wondering if I need to store the annual year. If adjustments are being made, maybe I should ensure that it reflects the distribution from last month. I’ll implement this in the _derive_previous_year function to correctly allocate the remainder. Let's see how that works out!",
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              "text": "Batch-Test zeigt eine fachlich sinnvolle Rundungsstelle: Jahreswert/12 darf nicht `999.96` statt `1000.00` ergeben. Ich korrigiere die Verteilung mit Restbetrag im Dezember."
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n@@ -83,7 +83,11 @@\\n         total = Decimal(total_text)\\n         if distribute:\\n             avg = _fmt(total / Decimal(\\\"12\\\"))\\n-            return {m: avg for m in MONTHS}, _fmt(total), warnings\\n+            months = {m: avg for m in MONTHS}\\n+            remainder = total - sum((Decimal(v) for v in months.values()), Decimal(\\\"0\\\"))\\n+            if remainder:\\n+                months[\\\"12\\\"] = _fmt(Decimal(months[\\\"12\\\"]) + remainder)\\n+            return months, _fmt(total), warnings\\n         return {}, _fmt(total), warnings\\n     return {}, \\\"0.00\\\", warnings\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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    {
      "role": "assistant",
      "content": "Backend-v2-Zieltests sind grün. Ich binde die neuen Services jetzt in die FastAPI-Routen ein und ergänze Frontend-Client/Tests für die Usability.",
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      "reasoning": "**Planning API Routes**\n\nI think I need to focus on establishing the right API routes for my project. It would be smart to start by reviewing the imports related to budget planning. I should check how those imports interact with the API and ensure everything is aligned. Planning these routes carefully will help structure my budget functionality effectively. It's all about laying a solid foundation! I’m excited to dive deeper into this.",
      "reasoning_content": "**Planning API Routes**\n\nI think I need to focus on establishing the right API routes for my project. It would be smart to start by reviewing the imports related to budget planning. I should check how those imports interact with the API and ensure everything is aligned. Planning these routes carefully will help structure my budget functionality effectively. It's all about laying a solid foundation! I’m excited to dive deeper into this.",
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              "text": "**Planning API Routes**\n\nI think I need to focus on establishing the right API routes for my project. It would be smart to start by reviewing the imports related to budget planning. I should check how those imports interact with the API and ensure everything is aligned. Planning these routes carefully will help structure my budget functionality effectively. It's all about laying a solid foundation! I’m excited to dive deeper into this."
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    {
      "role": "tool",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from fastapi import APIRouter, Depends\\n     4|from sqlite3 import Connection\\n     5|\\n     6|from jarvis_finance.api.dependencies import get_db\\n     7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\\n     8|from jarvis_finance.services.budget_categories import (\\n     9|    archive_category,\\n    10|    archive_tag,\\n    11|    confirm_budget_category_cleanup,\\n    12|    confirm_category_merge,\\n    13|    confirm_create_category,\\n    14|    confirm_create_tag,\\n    15|    create_category_preview,\\n    16|    create_tag_preview,\\n    17|    delete_empty_category,\\n    18|    list_category_tree_grouped,\\n    19|    list_categories,\\n    20|    list_tags,\\n    21|    preview_budget_category_cleanup,\\n    22|    preview_category_merges,\\n    23|    reorder_categories,\\n    24|    update_category,\\n    25|)\\n    26|from jarvis_finance.services.budget_csv_imports import import_budget_csv_text, import_profile_specs\\n    27|from jarvis_finance.services.budget_imports import (\\n    28|    archive_reference_year_candidates,\\n    29|    apply_budget_rules_to_open_candidates,\\n    30|    apply_merchant_to_open_candidates,\\n    31|    batch_confirm_safe_candidates,\\n    32|    batch_mark_candidates,\\n    33|    confirm_migros_receipts_2026,\\n    34|    bulk_update_transaction_candidate_category,\\n    35|    confirm_candidate_split,\\n    36|    confirm_transaction_candidate,\\n    37|    create_budget_rule,\\n    38|    create_merchant,\\n    39|    create_merchant_alias,\\n    40|    create_candidate_split,\\n    41|    create_review_category_for_candidate,\\n    42|    deactivate_budget_rule,\\n    43|    detect_duplicate_candidates,\\n    44|    ignore_transaction_candidate,\\n    45|    list_budget_rules,\\n    46|    list_merchants,\\n    47|    list_transaction_candidates,\\n    48|    merge_merchants,\\n    49|    mark_candidate_transfer,\\n    50|    mark_candidate_type,\\n    51|    preview_migros_receipts_2026,\\n    52|    preview_batch_confirm_candidates,\\n    53|    preview_safe_auto_candidates,\\n    54|    preview_transaction_candidate,\\n    55|    prioritize_budget_rule,\\n    56|    reclassify_bank_income_candidates,\\n    57|    reopen_transaction_candidate,\\n    58|    review_candidate_summary,\\n    59|    seed_bank_transfer_candidates_from_rows,\\n    60|    seed_credit_card_candidates_from_rows,\\n    61|    seed_migros_candidates_from_rows,\\n    62|    seed_transaction_candidates_from_csv_text,\\n    63|    seed_transaction_candidates_from_rows,\\n    64|    test_budget_rule,\\n    65|    update_budget_rule,\\n    66|    update_merchant_category,\\n    67|    update_transaction_candidate_category,\\n    68|)\\n    69|from jarvis_finance.services.budget_analytics import get_monthly_comparison\\n    70|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis\\n    71|from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis\\n    72|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    73|from jarvis_finance.services.budget_planning import confirm_category_budget_values, get_budget_planning_matrix, preview_category_budget_values\\n    74|from jarvis_finance.services.budget_plans import (\\n    75|    archive_budget_plan_item,\\n    76|    confirm_budget_plan_item,\\n    77|    confirm_income_plan_templates,\\n    78|    confirm_update_income_plan_item,\\n    79|    create_budget_plan_item_preview,\\n    80|    list_budget_plan_items,\\n    81|    list_income_plan_items,\\n    82|    list_income_seed_candidates,\\n    83|    preview_income_plan_templates,\\n    84|    preview_update_income_plan_item,\\n    85|    reorder_income_plan_items,\\n    86|)\\n    87|from jarvis_finance.services.budget_seed_review import (\\n    88|    confirm_budget_plan_takeover,\\n    89|    confirm_clear_category_takeover,\\n    90|    confirm_seed_candidate,\\n    91|    convert_unclean_range,\\n    92|    ignore_seed_candidate,\\n    93|    list_seed_candidates,\\n    94|    preview_budget_plan_takeover,\\n    95|    preview_clear_category_takeover,\\n    96|    preview_seed_candidate,\\n    97|    reopen_seed_candidate,\\n    98|    seed_budget_candidates_from_rows,\\n    99|    set_seed_candidate_status,\\n   100|)\\n   101|from jarvis_finance.services.budget_transactions import (\\n   102|    confirm_budget_transaction,\\n   103|    confirm_reverse_budget_transaction,\\n   104|    confirm_transfer,\\n   105|    create_budget_transaction_preview,\\n   106|    create_transfer_preview,\\n   107|    list_budget_transactions,\\n   108|    list_budget_transfers,\\n   109|    reverse_budget_transaction_preview,\\n   110|    update_budget_transaction,\\n   111|)\\n   112|\\n   113|router = APIRouter(prefix=\\\"/budget\\\", tags=[\\\"budget\\\"])\\n   114|\\n   115|\\n   116|@router.get(\\\"/planning/matrix\\\")\\n   117|def budget_planning_matrix(year: str = \\\"2026\\\", current_month: str | None = None, conn: Connection = Depends(get_db)):\\n   118|    return get_budget_planning_matrix(conn, year=year, current_month=current_month)\\n   119|\\n   120|\\n   121|\", \"total_lines\": 698, \"file_size\": 31517, \"truncated\": true, \"hint\": \"Use offset=121 to continue reading (showing 1-120 of 698 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"content\": \"   116|@router.get(\\\"/planning/matrix\\\")\\n   117|def budget_planning_matrix(year: str = \\\"2026\\\", current_month: str | None = None, conn: Connection = Depends(get_db)):\\n   118|    return get_budget_planning_matrix(conn, year=year, current_month=current_month)\\n   119|\\n   120|\\n   121|@router.post(\\\"/planning/categories/{category_id}/preview\\\")\\n   122|def budget_planning_category_preview(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   123|    return preview_category_budget_values(conn, category_id, payload)\\n   124|\\n   125|\\n   126|@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\n   127|def budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   128|    return confirm_category_budget_values(conn, category_id, payload)\\n   129|\\n   130|\\n   131|@router.get(\\\"/dashboard/cockpit\\\")\\n   132|def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n   133|    return get_budget_dashboard_cockpit(conn, month=month)\\n   134|\\n   135|\\n   136|@router.get(\\\"/analysis/budget-vs-actual\\\")\\n   137|def budget_vs_actual_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   138|    return get_budget_vs_actual_analysis(conn, year=year)\\n   139|\\n   140|\\n   141|@router.get(\\\"/overview\\\")\\n   142|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\\n   143|    return get_budget_overview(conn, month)\\n   144|\\n   145|\\n   146|@router.get(\\\"/status/categories\\\")\\n   147|def category_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   148|    return get_budget_status_by_category(conn, year=year)\\n   149|\\n   150|\\n   151|@router.get(\\\"/status/categories/{category_id}/months/{month}\\\")\\n   152|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):\\n   153|    return get_category_month_detail(conn, category_id=category_id, month=month)\\n   154|\\n   155|\\n   156|@router.get(\\\"/charts\\\")\\n   157|def budget_charts(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   158|    return get_budget_charts_2026(conn, year=year)\\n   159|\\n   160|\\n   161|@router.get(\\\"/analysis/categories\\\")\\n   162|def category_analysis(year: str = \\\"2026\\\", month: str | None = None, tx_type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n   163|    return get_category_analysis_v2(conn, year=year, month=month, tx_type=tx_type)\\n   164|\\n   165|\\n   166|@router.get(\\\"/analysis/data-explorer\\\")\\n   167|def data_explorer(\\n   168|    year: str = \\\"2026\\\",\\n   169|    month: str = \\\"\\\",\\n   170|    date_from: str = \\\"\\\",\\n   171|    date_to: str = \\\"\\\",\\n   172|    type: str = \\\"both\\\",\\n   173|    category_id: str = \\\"\\\",\\n   174|    merchant: str = \\\"\\\",\\n   175|    account_id: str = \\\"\\\",\\n   176|    source_type: str = \\\"\\\",\\n   177|    tag: str = \\\"\\\",\\n   178|    amount_min: str = \\\"\\\",\\n   179|    amount_max: str = \\\"\\\",\\n   180|    search: str = \\\"\\\",\\n   181|    conn: Connection = Depends(get_db),\\n   182|):\\n   183|    return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search)\\n   184|\\n   185|\\n   186|\", \"total_lines\": 698, \"file_size\": 31517, \"truncated\": true, \"hint\": \"Use offset=186 to continue reading (showing 116-185 of 698 lines)\", \"is_binary\": false, \"is_image\": false}",
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            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.services.budget_planning import (\\n    confirm_budget_planning_batch,\\n    confirm_category_budget_values,\\n    get_budget_planning_audit_timeline,\\n    get_budget_planning_matrix,\\n    preview_budget_planning_batch,\\n    preview_budget_planning_excel_template,\\n    preview_category_budget_values,\\n)\",\"old_string\":\"from jarvis_finance.services.budget_planning import confirm_category_budget_values, get_budget_planning_matrix, preview_category_budget_values\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}"
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      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -70,7 +70,15 @@\\n from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis\\n from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis\\n 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-from jarvis_finance.services.budget_planning import confirm_category_budget_values, get_budget_planning_matrix, preview_category_budget_values\\n+from jarvis_finance.services.budget_planning import (\\n+    confirm_budget_planning_batch,\\n+    confirm_category_budget_values,\\n+    get_budget_planning_audit_timeline,\\n+    get_budget_planning_matrix,\\n+    preview_budget_planning_batch,\\n+    preview_budget_planning_excel_template,\\n+    preview_category_budget_values,\\n+)\\n from jarvis_finance.services.budget_plans import (\\n     archive_budget_plan_item,\\n     confirm_budget_plan_item,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\ndef budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n    return confirm_category_budget_values(conn, category_id, payload)\\n\\n\\n@router.get(\\\"/planning/categories/{category_id}/audit\\\")\\ndef budget_planning_category_audit(category_id: str, limit: int = 25, conn: Connection = Depends(get_db)):\\n    return get_budget_planning_audit_timeline(conn, category_id, limit=limit)\\n\\n\\n@router.post(\\\"/planning/batch/preview\\\")\\ndef budget_planning_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n    return preview_budget_planning_batch(conn, payload)\\n\\n\\n@router.post(\\\"/planning/batch/confirm\\\")\\ndef budget_planning_batch_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n    return confirm_budget_planning_batch(conn, payload)\\n\\n\\n@router.post(\\\"/planning/excel-template/preview\\\")\\ndef budget_planning_excel_template_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n    return preview_budget_planning_excel_template(conn, payload or {})\\n\\n\\n@router.get(\\\"/dashboard/cockpit\\\")\",\"old_string\":\"@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\ndef budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n    return confirm_category_budget_values(conn, category_id, payload)\\n\\n\\n@router.get(\\\"/dashboard/cockpit\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}"
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -136,6 +136,26 @@\\n     return confirm_category_budget_values(conn, category_id, payload)\\n \\n \\n+@router.get(\\\"/planning/categories/{category_id}/audit\\\")\\n+def budget_planning_category_audit(category_id: str, limit: int = 25, conn: Connection = Depends(get_db)):\\n+    return get_budget_planning_audit_timeline(conn, category_id, limit=limit)\\n+\\n+\\n+@router.post(\\\"/planning/batch/preview\\\")\\n+def budget_planning_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n+    return preview_budget_planning_batch(conn, payload)\\n+\\n+\\n+@router.post(\\\"/planning/batch/confirm\\\")\\n+def budget_planning_batch_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n+    return confirm_budget_planning_batch(conn, payload)\\n+\\n+\\n+@router.post(\\\"/planning/excel-template/preview\\\")\\n+def budget_planning_excel_template_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n+    return preview_budget_planning_excel_template(conn, payload or {})\\n+\\n+\\n @router.get(\\\"/dashboard/cockpit\\\")\\n def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n     return get_budget_dashboard_cockpit(conn, month=month)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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      "content": "{\"content\": \"     1|import { mount, flushPromises } from '@vue/test-utils'\\n     2|import { beforeEach, describe, expect, it, vi } from 'vitest'\\n     3|import BudgetPlanningPage from './BudgetPlanningPage.vue'\\n     4|import { confirmBudgetPlanningCategory, getBudgetPlanningMatrix, previewBudgetPlanningCategory } from '@/api/budget'\\n     5|\\n     6|vi.mock('@/api/budget', () => ({\\n     7|  getBudgetPlanningMatrix: vi.fn(),\\n     8|  previewBudgetPlanningCategory: vi.fn(),\\n     9|  confirmBudgetPlanningCategory: vi.fn()\\n    10|}))\\n    11|\\n    12|const row = {\\n    13|  category_id: 'cat_media', category: 'Elektronische Medien', category_type: 'expense', budget_month_chf: '100.00', budget_year_chf: '1200.00', budget_cadence: 'monthly', has_budget: true,\\n    14|  actual_current_month_chf: '150.00', actual_months_2026: { '01': '50.00', '02': '150.00' }, actual_year_to_date_chf: '200.00', actual_avg_month_chf: '100.00', linear_forecast_chf: '1200.00', budget_adjusted_forecast_chf: '1200.00', forecast_year_chf: '1200.00',\\n    15|  previous_year_months: { '01': '80.00', '02': '120.00', '03': '0.00', '04': '0.00', '05': '0.00', '06': '0.00', '07': '0.00', '08': '0.00', '09': '0.00', '10': '0.00', '11': '0.00', '12': '0.00' }, previous_year_total_chf: '200.00', previous_year_monthly_average_chf: '16.67', has_previous_year: true,\\n    16|  actual_vs_budget_chf: '-1000.00', forecast_vs_budget_chf: '0.00', current_month_vs_budget_chf: '50.00', current_month_vs_previous_year_chf: '30.00', ytd_vs_previous_year_chf: '0.00', forecast_vs_previous_year_chf: '1000.00', status: 'Gelb', status_color: 'yellow',\\n    17|  data_explorer_url: '/planning/budget/analysis/data-explorer?year=2026&type=expense&category_id=cat_media', effective_expenses_url: '/planning/budget/expenses/actual?year=2026&category_id=cat_media', monthly_detail_url: '/planning/budget/status?category_id=cat_media&month=2026-02',\\n    18|  monthly_chart: Array.from({ length: 12 }, (_, i) => ({ month: `2026-${String(i+1).padStart(2,'0')}`, actual_2026_chf: i === 0 ? '50.00' : (i === 1 ? '150.00' : '0.00'), budget_chf: '100.00', actual_2025_chf: i === 0 ? '80.00' : (i === 1 ? '120.00' : '0.00'), deviation_chf: '0.00' }))\\n    19|}\\n    20|\\n    21|beforeEach(() => {\\n    22|  vi.clearAllMocks()\\n    23|  vi.mocked(getBudgetPlanningMatrix).mockResolvedValue({ purpose: 'budget_planning_forecast_v1', year: '2026', previous_year: '2025', current_month: '2026-02', forecast_method: 'budget_adjusted_forecast', rows: [row as any], categories_without_budget: [], categories_without_previous_year: [], categories_with_actuals_without_budget: [], categories_with_budget_without_actuals: [] } as any)\\n    24|  vi.mocked(previewBudgetPlanningCategory).mockResolvedValue({ preview_id: 'preview1', summary: 'Budgetplanung Elektronische Medien 2026', warnings: [], payload: { year: '2026', monthly_budget_chf: '100.00' }, review: {}, requires_explicit_confirm: true } as any)\\n    25|  vi.mocked(confirmBudgetPlanningCategory).mockResolvedValue({ status: 'confirmed', entity_id: 'cat_media', audit_id: 'audit1', message: 'ok' } as any)\\n    26|})\\n    27|\\n    28|describe('BudgetPlanningPage', () => {\\n    29|  it('renders budget 2026, previous year 2025, forecast columns and data-explorer links', async () => {\\n    30|    const wrapper = mount(BudgetPlanningPage)\\n    31|    await flushPromises()\\n    32|    expect(wrapper.text()).toContain('Budgetplanung 2026 mit Vorjahr 2025')\\n    33|    expect(wrapper.text()).toContain('Budget Monat 2026')\\n    34|    expect(wrapper.text()).toContain('Vorjahr Jahr 2025')\\n    35|    expect(wrapper.text()).toContain('Forecast 2026')\\n    36|    await wrapper.get('tbody tr').trigger('click')\\n    37|    expect(wrapper.get('[data-test=\\\"budget-planning-detail\\\"]').text()).toContain('Budget 2026')\\n    38|    expect(wrapper.get('[data-test=\\\"budget-planning-detail\\\"]').text()).toContain('Vorjahr 2025')\\n    39|    expect(wrapper.html()).toContain('category_id=cat_media')\\n    40|  })\\n    41|\\n    42|  it('previews and confirms category planning values with audit-bound API', async () => {\\n    43|    const wrapper = mount(BudgetPlanningPage)\\n    44|    await flushPromises()\\n    45|    await wrapper.get('tbody tr').trigger('click')\\n    46|    await (wrapper.vm as any).previewSave()\\n    47|    await flushPromises()\\n    48|    expect(previewBudgetPlanningCategory).toHaveBeenCalledWith('cat_media', expect.objectContaining({ year: '2026', monthly_budget_chf: '100.00' }))\\n    49|    expect(wrapper.get('[data-test=\\\"budget-planning-preview\\\"]').text()).toContain('Budgetplanung Elektronische Medien')\\n    50|    await (wrapper.vm as any).confirmSave()\\n    51|    await flushPromises()\\n    52|    expect(confirmBudgetPlanningCategory).toHaveBeenCalledWith('cat_media', { year: '2026', monthly_budget_chf: '100.00' })\\n    53|    expect(wrapper.text()).toContain('Audit: audit1')\\n    54|  })\\n    55|})\\n    56|\", \"total_lines\": 55, \"file_size\": 4492, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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          "id": "rs_08efd988e539badb016a0c15c399e08191bdde12da4b3dae66",
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      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n@@ -1,7 +1,7 @@\\n import { mount, flushPromises } from '@vue/test-utils'\\n import { beforeEach, describe, expect, it, vi } from 'vitest'\\n import BudgetPlanningPage from './BudgetPlanningPage.vue'\\n-import { confirmBudgetPlanningCategory, getBudgetPlanningMatrix, previewBudgetPlanningCategory } from '@/api/budget'\\n+import { confirmBudgetPlanningBatch, confirmBudgetPlanningCategory, getBudgetPlanningAudit, getBudgetPlanningMatrix, previewBudgetPlanningBatch, previewBudgetPlanningCategory, previewBudgetPlanningExcelTemplate } from '@/api/budget'\\n \\n vi.mock('@/api/budget', () => ({\\n   getBudgetPlanningMatrix: vi.fn(),\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
      "tool_call_id": "call_M6ssMwmoGF00DqfFYWTy9wMU"
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          "call_id": "call_3SSyyh7xxsuJgs4cu5v09rKu",
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          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"  getBudgetPlanningMatrix: vi.fn(),\\n  getBudgetPlanningAudit: vi.fn(),\\n  previewBudgetPlanningCategory: vi.fn(),\\n  confirmBudgetPlanningCategory: vi.fn(),\\n  previewBudgetPlanningBatch: vi.fn(),\\n  confirmBudgetPlanningBatch: vi.fn(),\\n  previewBudgetPlanningExcelTemplate: vi.fn()\\n}))\",\"old_string\":\"  getBudgetPlanningMatrix: vi.fn(),\\n  previewBudgetPlanningCategory: vi.fn(),\\n  confirmBudgetPlanningCategory: vi.fn()\\n}))\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"}"
          }
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      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n@@ -5,8 +5,12 @@\\n \\n vi.mock('@/api/budget', () => ({\\n   getBudgetPlanningMatrix: vi.fn(),\\n+  getBudgetPlanningAudit: vi.fn(),\\n   previewBudgetPlanningCategory: vi.fn(),\\n-  confirmBudgetPlanningCategory: vi.fn()\\n+  confirmBudgetPlanningCategory: vi.fn(),\\n+  previewBudgetPlanningBatch: vi.fn(),\\n+  confirmBudgetPlanningBatch: vi.fn(),\\n+  previewBudgetPlanningExcelTemplate: vi.fn()\\n }))\\n \\n const row = {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
      "tool_call_id": "call_3SSyyh7xxsuJgs4cu5v09rKu"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_7B17ePNpumfm4Ltz0YO69O9w",
          "call_id": "call_7B17ePNpumfm4Ltz0YO69O9w",
          "response_item_id": "fc_08efd988e539badb016a0c15dc729481919cf23fb2e7a14b99",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"  data_explorer_url: '/planning/budget/analysis/data-explorer?year=2026&type=expense&category_id=cat_media', effective_expenses_url: '/planning/budget/expenses/actual?year=2026&category_id=cat_media', monthly_detail_url: '/planning/budget/status?category_id=cat_media&month=2026-02',\\n  plausibility_checks: [{ severity: 'warning', code: 'actual_over_budget', message: 'Ist 2026 liegt bereits über Budget.' }],\",\"old_string\":\"  data_explorer_url: '/planning/budget/analysis/data-explorer?year=2026&type=expense&category_id=cat_media', effective_expenses_url: '/planning/budget/expenses/actual?year=2026&category_id=cat_media', monthly_detail_url: '/planning/budget/status?category_id=cat_media&month=2026-02',\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"}"
          }
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    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n@@ -19,6 +19,7 @@\\n   previous_year_months: { '01': '80.00', '02': '120.00', '03': '0.00', '04': '0.00', '05': '0.00', '06': '0.00', '07': '0.00', '08': '0.00', '09': '0.00', '10': '0.00', '11': '0.00', '12': '0.00' }, previous_year_total_chf: '200.00', previous_year_monthly_average_chf: '16.67', has_previous_year: true,\\n   actual_vs_budget_chf: '-1000.00', forecast_vs_budget_chf: '0.00', current_month_vs_budget_chf: '50.00', current_month_vs_previous_year_chf: '30.00', ytd_vs_previous_year_chf: '0.00', forecast_vs_previous_year_chf: '1000.00', status: 'Gelb', status_color: 'yellow',\\n   data_explorer_url: '/planning/budget/analysis/data-explorer?year=2026&type=expense&category_id=cat_media', effective_expenses_url: '/planning/budget/expenses/actual?year=2026&category_id=cat_media', monthly_detail_url: '/planning/budget/status?category_id=cat_media&month=2026-02',\\n+  plausibility_checks: [{ severity: 'warning', code: 'actual_over_budget', message: 'Ist 2026 liegt bereits über Budget.' }],\\n   monthly_chart: Array.from({ length: 12 }, (_, i) => ({ month: `2026-${String(i+1).padStart(2,'0')}`, actual_2026_chf: i === 0 ? '50.00' : (i === 1 ? '150.00' : '0.00'), budget_chf: '100.00', actual_2025_chf: i === 0 ? '80.00' : (i === 1 ? '120.00' : '0.00'), deviation_chf: '0.00' }))\\n }\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
      "tool_call_id": "call_7B17ePNpumfm4Ltz0YO69O9w"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_WweGMK8G1hga96CyGNTOnx3B",
          "call_id": "call_WweGMK8G1hga96CyGNTOnx3B",
          "response_item_id": "fc_08efd988e539badb016a0c15e8b8fc8191a75055d81e4edfa8",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"  vi.mocked(getBudgetPlanningMatrix).mockResolvedValue({ purpose: 'budget_planning_forecast_v1', year: '2026', previous_year: '2025', current_month: '2026-02', forecast_method: 'budget_adjusted_forecast', forecast_method_help: { linear_forecast: 'Ist bisher / vergangene Monate × 12', budget_adjusted_forecast: 'Ist bisher + Restmonate × Monatsbudget', primary: 'budget_adjusted_forecast' }, rows: [row as any], categories_without_budget: ['cat_missing'], categories_without_previous_year: ['cat_media'], categories_with_actuals_without_budget: ['cat_actual'], categories_with_budget_without_actuals: ['cat_plan'], categories_with_previous_year_without_budget: ['cat_prev'] } as any)\\n  vi.mocked(previewBudgetPlanningCategory).mockResolvedValue({ preview_id: 'preview1', summary: 'Budgetplanung Elektronische Medien 2026', warnings: [], payload: { year: '2026', monthly_budget_chf: '100.00' }, review: {}, requires_explicit_confirm: true } as any)\\n  vi.mocked(confirmBudgetPlanningCategory).mockResolvedValue({ status: 'confirmed', entity_id: 'cat_media', audit_id: 'audit1', message: 'ok' } as any)\\n  vi.mocked(getBudgetPlanningAudit).mockResolvedValue({ category_id: 'cat_media', entries: [{ timestamp: '2026-01-01T00:00:00Z', action_label: 'Budgetplanung gespeichert', source: 'vue_dashboard', note: 'changed', created_by: 'user', changes: [{ field_label: 'Budget Monat', old_value: '100.00', new_value: '120.00' }], technical: { audit_id: 'audit1' } }] } as any)\\n  vi.mocked(previewBudgetPlanningBatch).mockResolvedValue({ preview_id: 'batch1', summary: '1 Budgetänderungen prüfen', count: 1, warnings: [], changes: [], payload: { changes: [{ category_id: 'cat_media', monthly_budget_chf: '100.00' }] }, requires_explicit_confirm: true } as any)\\n  vi.mocked(confirmBudgetPlanningBatch).mockResolvedValue({ status: 'confirmed', entity_id: 'batch1', audit_id: 'audit-batch', confirmed_count: 1, message: 'ok' } as any)\\n  vi.mocked(previewBudgetPlanningExcelTemplate).mockResolvedValue({ status: 'prepared', title: 'Aus Excel-Vorlage übernehmen', productive_mutation: false, warnings: ['Coming soon'] } as any)\",\"old_string\":\"  vi.mocked(getBudgetPlanningMatrix).mockResolvedValue({ purpose: 'budget_planning_forecast_v1', year: '2026', previous_year: '2025', current_month: '2026-02', forecast_method: 'budget_adjusted_forecast', rows: [row as any], categories_without_budget: [], categories_without_previous_year: [], categories_with_actuals_without_budget: [], categories_with_budget_without_actuals: [] } as any)\\n  vi.mocked(previewBudgetPlanningCategory).mockResolvedValue({ preview_id: 'preview1', summary: 'Budgetplanung Elektronische Medien 2026', warnings: [], payload: { year: '2026', monthly_budget_chf: '100.00' }, review: {}, requires_explicit_confirm: true } as any)\\n  vi.mocked(confirmBudgetPlanningCategory).mockResolvedValue({ status: 'confirmed', entity_id: 'cat_media', audit_id: 'audit1', message: 'ok' } as any)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n@@ -25,9 +25,13 @@\\n \\n beforeEach(() => {\\n   vi.clearAllMocks()\\n-  vi.mocked(getBudgetPlanningMatrix).mockResolvedValue({ purpose: 'budget_planning_forecast_v1', year: '2026', previous_year: '2025', current_month: '2026-02', forecast_method: 'budget_adjusted_forecast', rows: [row as any], categories_without_budget: [], categories_without_previous_year: [], categories_with_actuals_without_budget: [], categories_with_budget_without_actuals: [] } as any)\\n+  vi.mocked(getBudgetPlanningMatrix).mockResolvedValue({ purpose: 'budget_planning_forecast_v1', year: '2026', previous_year: '2025', current_month: '2026-02', forecast_method: 'budget_adjusted_forecast', forecast_method_help: { linear_forecast: 'Ist bisher / vergangene Monate × 12', budget_adjusted_forecast: 'Ist bisher + Restmonate × Monatsbudget', primary: 'budget_adjusted_forecast' }, rows: [row as any], categories_without_budget: ['cat_missing'], categories_without_previous_year: ['cat_media'], categories_with_actuals_without_budget: ['cat_actual'], categories_with_budget_without_actuals: ['cat_plan'], categories_with_previous_year_without_budget: ['cat_prev'] } as any)\\n   vi.mocked(previewBudgetPlanningCategory).mockResolvedValue({ preview_id: 'preview1', summary: 'Budgetplanung Elektronische Medien 2026', warnings: [], payload: { year: '2026', monthly_budget_chf: '100.00' }, review: {}, requires_explicit_confirm: true } as any)\\n   vi.mocked(confirmBudgetPlanningCategory).mockResolvedValue({ status: 'confirmed', entity_id: 'cat_media', audit_id: 'audit1', message: 'ok' } as any)\\n+  vi.mocked(getBudgetPlanningAudit).mockResolvedValue({ category_id: 'cat_media', entries: [{ timestamp: '2026-01-01T00:00:00Z', action_label: 'Budgetplanung gespeichert', source: 'vue_dashboard', note: 'changed', created_by: 'user', changes: [{ field_label: 'Budget Monat', old_value: '100.00', new_value: '120.00' }], technical: { audit_id: 'audit1' } }] } as any)\\n+  vi.mocked(previewBudgetPlanningBatch).mockResolvedValue({ preview_id: 'batch1', summary: '1 Budgetänderungen prüfen', count: 1, warnings: [], changes: [], payload: { changes: [{ category_id: 'cat_media', monthly_budget_chf: '100.00' }] }, requires_explicit_confirm: true } as any)\\n+  vi.mocked(confirmBudgetPlanningBatch).mockResolvedValue({ status: 'confirmed', entity_id: 'batch1', audit_id: 'audit-batch', confirmed_count: 1, message: 'ok' } as any)\\n+  vi.mocked(previewBudgetPlanningExcelTemplate).mockResolvedValue({ status: 'prepared', title: 'Aus Excel-Vorlage übernehmen', productive_mutation: false, warnings: ['Coming soon'] } as any)\\n })\\n \\n describe('BudgetPlanningPage', () => {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
      "tool_call_id": "call_WweGMK8G1hga96CyGNTOnx3B"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_VCTJBYtkDHKyqVdjHeahLHJx",
          "call_id": "call_VCTJBYtkDHKyqVdjHeahLHJx",
          "response_item_id": "fc_08efd988e539badb016a0c160575988191afcbf241c1fcbead",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"  })\\n\\n  it('supports data-care filters, batch preview confirm, excel preview and readable audit timeline', async () => {\\n    const wrapper = mount(BudgetPlanningPage)\\n    await flushPromises()\\n    expect(wrapper.text()).toContain('Forecast-Methodik')\\n    expect(wrapper.text()).toContain('Kategorien ohne Budget')\\n    await wrapper.get('[data-test=\\\"care-without-previous\\\"]').trigger('click')\\n    expect((wrapper.vm as any).activeCareFilter).toBe('without_previous')\\n    await wrapper.get('tbody tr').trigger('click')\\n    await flushPromises()\\n    expect(getBudgetPlanningAudit).toHaveBeenCalledWith('cat_media')\\n    await wrapper.get('[data-test=\\\"tab-audit\\\"]').trigger('click')\\n    expect(wrapper.text()).toContain('Budgetplanung gespeichert')\\n    expect(wrapper.text()).toContain('Budget Monat')\\n    expect(wrapper.text()).toContain('100.00')\\n    expect(wrapper.text()).toContain('120.00')\\n    await wrapper.get('[data-test=\\\"tab-actuals\\\"]').trigger('click')\\n    expect(wrapper.text()).toContain('linear_forecast')\\n    expect(wrapper.text()).toContain('budget_adjusted_forecast')\\n    expect(wrapper.text()).toContain('Ist 2026 liegt bereits über Budget')\\n    await (wrapper.vm as any).markDirty(row, 'monthly_budget_chf', '101.00')\\n    await (wrapper.vm as any).previewBatch()\\n    expect(previewBudgetPlanningBatch).toHaveBeenCalled()\\n    await (wrapper.vm as any).confirmBatch()\\n    expect(confirmBudgetPlanningBatch).toHaveBeenCalledWith({ changes: [{ category_id: 'cat_media', monthly_budget_chf: '100.00' }] })\\n    await (wrapper.vm as any).previewExcel()\\n    expect(previewBudgetPlanningExcelTemplate).toHaveBeenCalledWith({ year: '2026' })\\n    expect(wrapper.text()).toContain('Aus Excel-Vorlage übernehmen')\\n  })\\n})\",\"old_string\":\"  })\\n})\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\\n@@ -61,4 +61,33 @@\\n     expect(confirmBudgetPlanningCategory).toHaveBeenCalledWith('cat_media', { year: '2026', monthly_budget_chf: '100.00' })\\n     expect(wrapper.text()).toContain('Audit: audit1')\\n   })\\n+\\n+  it('supports data-care filters, batch preview confirm, excel preview and readable audit timeline', async () => {\\n+    const wrapper = mount(BudgetPlanningPage)\\n+    await flushPromises()\\n+    expect(wrapper.text()).toContain('Forecast-Methodik')\\n+    expect(wrapper.text()).toContain('Kategorien ohne Budget')\\n+    await wrapper.get('[data-test=\\\"care-without-previous\\\"]').trigger('click')\\n+    expect((wrapper.vm as any).activeCareFilter).toBe('without_previous')\\n+    await wrapper.get('tbody tr').trigger('click')\\n+    await flushPromises()\\n+    expect(getBudgetPlanningAudit).toHaveBeenCalledWith('cat_media')\\n+    await wrapper.get('[data-test=\\\"tab-audit\\\"]').trigger('click')\\n+    expect(wrapper.text()).toContain('Budgetplanung gespeichert')\\n+    expect(wrapper.text()).toContain('Budget Monat')\\n+    expect(wrapper.text()).toContain('100.00')\\n+    expect(wrapper.text()).toContain('120.00')\\n+    await wrapper.get('[data-test=\\\"tab-actuals\\\"]').trigger('click')\\n+    expect(wrapper.text()).toContain('linear_forecast')\\n+    expect(wrapper.text()).toContain('budget_adjusted_forecast')\\n+    expect(wrapper.text()).toContain('Ist 2026 liegt bereits über Budget')\\n+    await (wrapper.vm as any).markDirty(row, 'monthly_budget_chf', '101.00')\\n+    await (wrapper.vm as any).previewBatch()\\n+    expect(previewBudgetPlanningBatch).toHaveBeenCalled()\\n+    await (wrapper.vm as any).confirmBatch()\\n+    expect(confirmBudgetPlanningBatch).toHaveBeenCalledWith({ changes: [{ category_id: 'cat_media', monthly_budget_chf: '100.00' }] })\\n+    await (wrapper.vm as any).previewExcel()\\n+    expect(previewBudgetPlanningExcelTemplate).toHaveBeenCalledWith({ year: '2026' })\\n+    expect(wrapper.text()).toContain('Aus Excel-Vorlage übernehmen')\\n+  })\\n })\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
      "tool_call_id": "call_VCTJBYtkDHKyqVdjHeahLHJx"
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    {
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      "content": "",
      "tool_calls": [
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            "arguments": "{\"command\":\"npm test -- --run src/pages/BudgetPlanningPage.test.ts\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
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    {
      "role": "tool",
      "content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run src/pages/BudgetPlanningPage.test.ts\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ❯ src/pages/BudgetPlanningPage.test.ts (3 tests | 1 failed) 210ms\\n     ✓ renders budget 2026, previous year 2025, forecast columns and data-explorer links 126ms\\n     ✓ previews and confirms category planning values with audit-bound API 49ms\\n     × supports data-care filters, batch preview confirm, excel preview and readable audit timeline 34ms\\n\\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\\n\\n FAIL  src/pages/BudgetPlanningPage.test.ts > BudgetPlanningPage > supports data-care filters, batch preview confirm, excel preview and readable audit timeline\\nAssertionError: expected 'Budget · Planung & ForecastBudgetplan…' to contain 'Forecast-Methodik'\\n\\nExpected: \\\"Forecast-Methodik\\\"\\nReceived: \\\"Budget · Planung & ForecastBudgetplanung 2026 mit Vorjahr 2025Planwerte, bestätigte Ist-Ausgaben, Vorjahreswerte und Prognosen pro aktiver Expense-Kategorie.AktualisierenOhne Budget1Ohne Vorjahr1Ist ohne Budget1Forecast-MethodeBudget-adjusted + linearKategorieBudget Monat 2026Budget Jahr 2026Vorjahr Schnitt 2025Vorjahr Jahr 2025Ist YTD 2026Forecast 2026Abw. BudgetAbw. VorjahrStatusAktionenElektronische MedienCHF 100.00CHF 1'200.00CHF 16.67CHF 200.00CHF 200.00CHF 1'200.00CHF 0.00CHF 1'000.00GelbBearbeiten\\\"\\n\\n ❯ src/pages/BudgetPlanningPage.test.ts:68:28\\n     66|     const wrapper = mount(BudgetPlanningPage)\\n     67|     await flushPromises()\\n     68|     expect(wrapper.text()).toContain('Forecast-Methodik')\\n       |                            ^\\n     69|     expect(wrapper.text()).toContain('Kategorien ohne Budget')\\n     70|     await wrapper.get('[data-test=\\\"care-without-previous\\\"]').trigger('…\\n\\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\\n\\n\\n Test Files  1 failed (1)\\n      Tests  1 failed | 2 passed (3)\\n   Start at  09:49:51\\n   Duration  1.30s (transform 287ms, setup 126ms, import 283ms, tests 210ms, environment 575ms)\", \"exit_code\": 1, \"error\": null}",
      "tool_call_id": "call_FOsnql3QzaOfkaVXV0Krph5q"
    },
    {
      "role": "assistant",
      "content": "Frontend-RED ist sichtbar. Ich erweitere jetzt API-Client und Budgetplanung-Seite um Filterkacheln, Batch-Preview, Excel-Preview, Audit-Tabelle, Forecast-Hilfe und Vorjahr-Komfortbuttons.",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\nexport type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record<string, string>; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\nexport type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\",\"old_string\":\"export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\nexport type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[] }\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"}"
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      "reasoning": "**Considering UI/API implementation**\n\nI’m thinking about whether I should implement the UI/API for the BudgetPlanningPage. It seems like a simpler rewrite might be more manageable than a patch. I need to consider the types of API required. A clear plan here will help streamline the process and avoid confusion down the line. I want to ensure I keep everything organized so the user has a smooth experience. Let's map this out carefully!",
      "reasoning_content": "**Considering UI/API implementation**\n\nI’m thinking about whether I should implement the UI/API for the BudgetPlanningPage. It seems like a simpler rewrite might be more manageable than a patch. I need to consider the types of API required. A clear plan here will help streamline the process and avoid confusion down the line. I want to ensure I keep everything organized so the user has a smooth experience. Let's map this out carefully!",
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              "text": "**Considering UI/API implementation**\n\nI’m thinking about whether I should implement the UI/API for the BudgetPlanningPage. It seems like a simpler rewrite might be more manageable than a patch. I need to consider the types of API required. A clear plan here will help streamline the process and avoid confusion down the line. I want to ensure I keep everything organized so the user has a smooth experience. Let's map this out carefully!"
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          "status": "completed",
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              "text": "Frontend-RED ist sichtbar. Ich erweitere jetzt API-Client und Budgetplanung-Seite um Filterkacheln, Batch-Preview, Excel-Preview, Audit-Tabelle, Forecast-Hilfe und Vorjahr-Komfortbuttons."
            }
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    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -7,8 +7,9 @@\\n export type BudgetTransfer = { transfer_id: string; transaction_date: string; from_account_id: string; to_account_id: string; from_account_name: string; to_account_name: string; description: string; amount_original: string; currency_original: string; transfer_type: string; status: string; notes?: string | null }\\n export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }\\n export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }\\n-export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n-export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[] }\\n+export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n+export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record<string, string>; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\n+export type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\\n export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown>; review?: Record<string, string>; requires_explicit_confirm?: boolean }\\n export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }\\n export type BudgetSeedCandidate = {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"error\", \"output\": \"error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.\", \"message\": \"Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts was modified by sibling subagent '20260518_225957_6a6bcf' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.\"}",
      "tool_call_id": "call_CxfpUnLO8oLgzpfvVyYkuYtd"
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    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_Wd1hZM2lywsBMh4uOHZlLiVb",
          "call_id": "call_Wd1hZM2lywsBMh4uOHZlLiVb",
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            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet<BudgetPlanningMatrix>(`/api/budget/planning/matrix?year=${year}${currentMonth ? `&current_month=${encodeURIComponent(currentMonth)}` : ''}`)\\nexport const getBudgetPlanningAudit = (categoryId: string) => apiGet<BudgetPlanningAudit>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/audit`)\\nexport const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\nexport const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\\nexport const previewBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/preview', body)\\nexport const confirmBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/confirm', body)\\nexport const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\",\"old_string\":\"export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet<BudgetPlanningMatrix>(`/api/budget/planning/matrix?year=${year}${currentMonth ? `&current_month=${encodeURIComponent(currentMonth)}` : ''}`)\\nexport const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\nexport const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"}"
          }
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      ],
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    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -48,8 +48,12 @@\\n \\n export const getBudgetDashboardCockpit = (month = '2026-05') => apiGet<BudgetDashboardCockpit>(`/api/budget/dashboard/cockpit?month=${month}`)\\n export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet<BudgetPlanningMatrix>(`/api/budget/planning/matrix?year=${year}${currentMonth ? `&current_month=${encodeURIComponent(currentMonth)}` : ''}`)\\n+export const getBudgetPlanningAudit = (categoryId: string) => apiGet<BudgetPlanningAudit>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/audit`)\\n export const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\n export const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\\n+export const previewBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/preview', body)\\n+export const confirmBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/confirm', body)\\n+export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\\n export const getBudgetOverview = (month = '2026-01') => apiGet<BudgetOverview>(`/api/budget/overview?month=${month}`)\\n export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)\\n export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"error\", \"output\": \"error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.\", \"message\": \"Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.\"}}",
      "tool_call_id": "call_Wd1hZM2lywsBMh4uOHZlLiVb"
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          "function": {
            "name": "write_file",
            "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetPlanningPage.vue\",\"content\":\"<template>\\n  <section class=\\\"space-y-6\\\">\\n    <header class=\\\"flex flex-col gap-3 md:flex-row md:items-end md:justify-between\\\">\\n      <div>\\n        <p class=\\\"text-xs uppercase tracking-[0.25em] text-cyan-600\\\">Budget · Planung & Forecast</p>\\n        <h1 class=\\\"mt-2 text-3xl font-semibold text-slate-950\\\">Budgetplanung 2026 mit Vorjahr 2025</h1>\\n        <p class=\\\"mt-2 text-sm text-slate-600\\\">Planwerte, bestätigte Ist-Ausgaben, Vorjahreswerte und Prognosen pro aktiver Expense-Kategorie.</p>\\n      </div>\\n      <div class=\\\"flex flex-wrap gap-2\\\"><button class=\\\"rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold\\\" @click=\\\"load\\\">Aktualisieren</button><button class=\\\"rounded-xl border border-amber-300 bg-amber-50 px-4 py-2 text-sm font-semibold\\\" @click=\\\"previewExcel\\\">Aus Excel-Vorlage übernehmen</button></div>\\n    </header>\\n\\n    <div v-if=\\\"error\\\" class=\\\"rounded-xl border border-rose-200 bg-rose-50 p-3 text-sm text-rose-800\\\">{{ error }}</div>\\n    <div v-if=\\\"message\\\" class=\\\"rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800\\\">{{ message }}</div>\\n\\n    <section v-if=\\\"matrix\\\" class=\\\"grid gap-3 md:grid-cols-5\\\">\\n      <button data-test=\\\"care-without-budget\\\" class=\\\"care\\\" @click=\\\"activeCareFilter='without_budget'\\\"><p>Kategorien ohne Budget</p><strong>{{ matrix.categories_without_budget.length }}</strong></button>\\n      <button data-test=\\\"care-without-previous\\\" class=\\\"care\\\" @click=\\\"activeCareFilter='without_previous'\\\"><p>Kategorien ohne Vorjahr</p><strong>{{ matrix.categories_without_previous_year.length }}</strong></button>\\n      <button data-test=\\\"care-actuals-without-budget\\\" class=\\\"care\\\" @click=\\\"activeCareFilter='actuals_without_budget'\\\"><p>Ist ohne Budget</p><strong>{{ matrix.categories_with_actuals_without_budget.length }}</strong></button>\\n      <button data-test=\\\"care-budget-without-actuals\\\" class=\\\"care\\\" @click=\\\"activeCareFilter='budget_without_actuals'\\\"><p>Budget ohne Ist</p><strong>{{ matrix.categories_with_budget_without_actuals.length }}</strong></button>\\n      <button data-test=\\\"care-prev-without-budget\\\" class=\\\"care\\\" @click=\\\"activeCareFilter='previous_without_budget'\\\"><p>Vorjahr ohne Budget</p><strong>{{ matrix.categories_with_previous_year_without_budget?.length || 0 }}</strong></button>\\n    </section>\\n\\n    <section class=\\\"rounded-2xl border border-cyan-100 bg-cyan-50 p-4 text-sm text-cyan-950\\\">\\n      <h2 class=\\\"font-bold\\\">Forecast-Methodik</h2>\\n      <p><code>linear_forecast</code> = {{ matrix?.forecast_method_help?.linear_forecast || 'Ist bisher / vergangene Monate × 12' }}</p>\\n      <p><code>budget_adjusted_forecast</code> = {{ matrix?.forecast_method_help?.budget_adjusted_forecast || 'Ist bisher + Restmonate × Monatsbudget' }} · Hauptwert</p>\\n    </section>\\n\\n    <section v-if=\\\"batchPreview || excelPreview\\\" class=\\\"rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm\\\" data-test=\\\"budget-batch-preview\\\">\\n      <strong>{{ batchPreview?.summary || excelPreview?.title }}</strong>\\n      <p v-if=\\\"excelPreview\\\">{{ excelPreview.summary || 'Prepared / Coming soon: keine automatische produktive Übernahme.' }}</p>\\n      <button v-if=\\\"batchPreview\\\" class=\\\"mt-2 rounded-lg bg-cyan-700 px-3 py-2 font-semibold text-white\\\" @click=\\\"confirmBatch\\\">Batch Confirm speichern</button>\\n    </section>\\n\\n    <section class=\\\"overflow-x-auto rounded-2xl border border-slate-200 bg-white shadow-sm\\\">\\n      <table class=\\\"min-w-full text-left text-sm\\\" data-test=\\\"budget-planning-table\\\">\\n        <thead class=\\\"bg-slate-50 text-xs uppercase text-slate-500\\\"><tr><th class=\\\"px-4 py-3\\\">Kategorie</th><th>Budget Monat 2026</th><th>Budget Jahr 2026</th><th>Periodizität</th><th>Vorjahr Schnitt 2025</th><th>Vorjahr Jahr 2025</th><th>Ist YTD 2026</th><th>Forecast 2026</th><th>Status</th><th>Aktionen</th></tr></thead>\\n        <tbody>\\n          <tr v-for=\\\"row in filteredRows\\\" :key=\\\"row.category_id\\\" class=\\\"border-t border-slate-100 hover:bg-cyan-50/40\\\" @click=\\\"openDetail(row)\\\">\\n            <td class=\\\"px-4 py-3 font-semibold text-slate-950\\\">{{ row.category }}<p v-for=\\\"check in row.plausibility_checks || []\\\" :key=\\\"check.code\\\" class=\\\"mt-1 text-xs\\\" :class=\\\"check.severity==='critical'||check.severity==='warning' ? 'text-rose-700' : 'text-slate-500'\\\">{{ check.message }}</p></td>\\n            <td><input :value=\\\"editValue(row,'monthly_budget_chf', row.budget_month_chf || '')\\\" class=\\\"mini-field\\\" @click.stop @input=\\\"markDirty(row, 'monthly_budget_chf', ($event.target as HTMLInputElement).value)\\\" /></td>\\n            <td><input :value=\\\"editValue(row,'annual_budget_chf', row.budget_year_chf || '')\\\" class=\\\"mini-field\\\" @click.stop @input=\\\"markDirty(row, 'annual_budget_chf', ($event.target as HTMLInputElement).value)\\\" /></td>\\n            <td><select :value=\\\"editValue(row,'budget_cadence', row.budget_cadence || 'monthly')\\\" class=\\\"mini-field\\\" @click.stop @change=\\\"markDirty(row, 'budget_cadence', ($event.target as HTMLSelectElement).value)\\\"><option value=\\\"monthly\\\">monatlich</option><option value=\\\"annual\\\">jährlich</option><option value=\\\"one_time\\\">einmalig</option><option value=\\\"seasonal\\\">saisonal</option><option value=\\\"variable\\\">variabel</option></select></td>\\n            <td>{{ money(row.previous_year_monthly_average_chf) }}</td><td>{{ money(row.previous_year_total_chf) }}</td><td>{{ money(row.actual_year_to_date_chf) }}</td><td>{{ money(row.budget_adjusted_forecast_chf) }}</td>\\n            <td><span class=\\\"rounded-full px-2 py-1 text-xs font-semibold\\\" :class=\\\"statusClass(row.status)\\\">{{ row.status }}</span></td>\\n            <td><button class=\\\"rounded-lg border border-cyan-300 px-3 py-1 text-xs font-semibold text-cyan-800\\\" @click.stop=\\\"openDetail(row)\\\">Bearbeiten</button></td>\\n          </tr>\\n        </tbody>\\n      </table>\\n      <div class=\\\"flex justify-end gap-2 p-3\\\"><button class=\\\"rounded-lg border px-3 py-2\\\" :disabled=\\\"!dirtyCount\\\" @click=\\\"previewBatch\\\">Änderungen prüfen ({{ dirtyCount }})</button></div>\\n    </section>\\n\\n    <section v-if=\\\"selected\\\" class=\\\"rounded-2xl border border-slate-200 bg-white p-5 shadow-sm\\\" data-test=\\\"budget-planning-detail\\\">\\n      <div class=\\\"flex flex-col gap-2 md:flex-row md:items-center md:justify-between\\\"><div><p class=\\\"text-xs uppercase text-slate-500\\\">Kategorie-Detail</p><h2 class=\\\"text-2xl font-bold text-slate-950\\\">{{ selected.category }}</h2></div><div class=\\\"flex gap-2\\\"><a class=\\\"rounded-lg border px-3 py-2 text-sm\\\" :href=\\\"selected.data_explorer_url\\\">Daten-Explorer</a><a class=\\\"rounded-lg border px-3 py-2 text-sm\\\" :href=\\\"selected.effective_expenses_url\\\">Effektive Ausgaben</a></div></div>\\n      <div class=\\\"mt-4 flex flex-wrap gap-2\\\"><button v-for=\\\"tab in tabs\\\" :key=\\\"tab\\\" :data-test=\\\"tab==='Ist 2026' ? 'tab-actuals' : (tab==='Verlauf/Audit' ? 'tab-audit' : undefined)\\\" class=\\\"rounded-full border px-3 py-1 text-sm\\\" :class=\\\"activeTab===tab ? 'border-cyan-400 bg-cyan-50 text-cyan-800' : 'border-slate-200'\\\" @click=\\\"activeTab=tab\\\">{{ tab }}</button></div>\\n      <section v-if=\\\"activeTab==='Budget 2026'\\\" class=\\\"mt-4 grid gap-3 md:grid-cols-4\\\">\\n        <label class=\\\"text-sm font-semibold\\\">Monatsbudget<input v-model=\\\"form.monthly_budget_chf\\\" class=\\\"field mt-1\\\" placeholder=\\\"0.00\\\" @input=\\\"syncAnnual\\\" /></label><label class=\\\"text-sm font-semibold\\\">Jahresbudget<input v-model=\\\"form.annual_budget_chf\\\" class=\\\"field mt-1\\\" placeholder=\\\"0.00\\\" @input=\\\"syncMonthly\\\" /></label><label class=\\\"text-sm font-semibold\\\">Periodizität<select v-model=\\\"form.budget_cadence\\\" class=\\\"field mt-1\\\"><option value=\\\"monthly\\\">monatlich</option><option value=\\\"annual\\\">jährlich</option><option value=\\\"one_time\\\">einmalig</option><option value=\\\"seasonal\\\">saisonal</option><option value=\\\"variable\\\">variabel</option></select></label><label class=\\\"text-sm font-semibold\\\">Notiz<input v-model=\\\"form.notes\\\" class=\\\"field mt-1\\\" /></label>\\n      </section>\\n      <section v-else-if=\\\"activeTab==='Vorjahr 2025'\\\" class=\\\"mt-4\\\">\\n        <label class=\\\"text-sm font-semibold\\\">Jahreswert 2025<input v-model=\\\"form.previous_year_total_chf\\\" class=\\\"field mt-1 max-w-xs\\\" placeholder=\\\"0.00\\\" /></label><div class=\\\"mt-3 flex gap-2\\\"><button class=\\\"rounded-lg border px-3 py-2 text-sm\\\" @click=\\\"distributePreviousYear\\\">Jahreswert auf Monate verteilen</button><button class=\\\"rounded-lg border px-3 py-2 text-sm\\\" @click=\\\"clearPreviousMonths\\\">Monatswerte leeren</button><span class=\\\"text-sm text-slate-600\\\">Summe Monate: {{ money(previousMonthSum.toFixed(2)) }} · Abweichung: {{ money(previousDeviation.toFixed(2)) }}</span></div>\\n        <div class=\\\"mt-3 grid grid-cols-2 gap-2 md:grid-cols-6\\\"><label v-for=\\\"m in months\\\" :key=\\\"m\\\" class=\\\"text-xs font-semibold text-slate-600\\\">{{ m }}<input v-model=\\\"form.previous_year_months[m]\\\" class=\\\"field mt-1\\\" placeholder=\\\"0.00\\\" /></label></div>\\n      </section>\\n      <section v-else-if=\\\"activeTab==='Ist 2026'\\\" class=\\\"mt-4\\\"><div class=\\\"mb-3 grid gap-2 text-sm md:grid-cols-3\\\"><p><strong>linear_forecast</strong><br>{{ money(selected.linear_forecast_chf) }}</p><p><strong>budget_adjusted_forecast</strong> · Hauptwert<br>{{ money(selected.budget_adjusted_forecast_chf) }}</p><p v-for=\\\"check in selected.plausibility_checks || []\\\" :key=\\\"check.code\\\" class=\\\"rounded-lg bg-rose-50 p-2 text-rose-800\\\">{{ check.message }}</p></div><svg viewBox=\\\"0 0 620 210\\\" class=\\\"h-64 w-full rounded-xl bg-slate-50\\\" role=\\\"img\\\" aria-label=\\\"Monatschart Ist 2026 Budget Ist 2025\\\"><g v-for=\\\"(point, idx) in selected.monthly_chart\\\" :key=\\\"point.month\\\"><rect :x=\\\"20 + idx*48\\\" :y=\\\"170 - bar(point.actual_2026_chf)\\\" width=\\\"14\\\" :height=\\\"bar(point.actual_2026_chf)\\\" :fill=\\\"Number(point.deviation_chf)>0 ? '#f97316' : '#2563eb'\\\"/><rect :x=\\\"36 + idx*48\\\" :y=\\\"170 - bar(point.actual_2025_chf)\\\" width=\\\"14\\\" :height=\\\"bar(point.actual_2025_chf)\\\" fill=\\\"#94a3b8\\\"/><line :x1=\\\"20+idx*48\\\" :x2=\\\"52+idx*48\\\" :y1=\\\"170 - bar(point.budget_chf)\\\" :y2=\\\"170 - bar(point.budget_chf)\\\" stroke=\\\"#0f172a\\\" stroke-width=\\\"2\\\"/><text :x=\\\"24+idx*48\\\" y=\\\"190\\\" font-size=\\\"9\\\">{{ point.month.slice(5) }}</text></g></svg><p class=\\\"mt-2 text-sm text-slate-600\\\">Legende: Blau = Ist 2026 · Dunkle Linie = Budget · Grau = Ist 2025 · Orange = Überschreitung.</p></section>\\n      <section v-else class=\\\"mt-4 overflow-x-auto\\\"><table class=\\\"min-w-full text-sm\\\" data-test=\\\"audit-table\\\"><thead><tr><th>Zeit</th><th>Aktion</th><th>Feld</th><th>Alter Wert</th><th>Neuer Wert</th><th>Quelle</th><th>Notiz</th><th>Benutzer/System</th></tr></thead><tbody><template v-for=\\\"entry in auditEntries\\\" :key=\\\"entry.timestamp\\\"><tr v-for=\\\"change in entry.changes\\\" :key=\\\"entry.timestamp + change.field_label\\\"><td>{{ entry.timestamp }}</td><td>{{ entry.action_label }}</td><td>{{ change.field_label }}</td><td>{{ change.old_value }}</td><td>{{ change.new_value }}</td><td>{{ entry.source }}</td><td>{{ entry.note }}</td><td>{{ entry.created_by }}</td></tr></template><tr v-if=\\\"!auditEntries.length\\\"><td colspan=\\\"8\\\">Noch kein Verlauf.</td></tr></tbody></table></section>\\n      <div class=\\\"mt-4 flex justify-end gap-2 border-t border-slate-200 pt-4\\\"><button class=\\\"rounded-lg border px-3 py-2\\\" @click=\\\"previewSave\\\">Preview</button><button class=\\\"rounded-lg bg-cyan-700 px-3 py-2 font-semibold text-white\\\" :disabled=\\\"!preview\\\" @click=\\\"confirmSave\\\">Confirm speichern</button></div>\\n      <div v-if=\\\"preview\\\" class=\\\"mt-3 rounded-xl border border-amber-200 bg-amber-50 p-3 text-sm\\\" data-test=\\\"budget-planning-preview\\\"><strong>Preview:</strong> {{ preview.summary }}<ul class=\\\"mt-1 list-disc pl-5\\\"><li v-for=\\\"w in preview.warnings\\\" :key=\\\"w\\\">{{ w }}</li></ul></div>\\n    </section>\\n  </section>\\n</template>\\n<script setup lang=\\\"ts\\\">\\nimport { computed, onMounted, reactive, ref } from 'vue'\\nimport { confirmBudgetPlanningBatch, confirmBudgetPlanningCategory, getBudgetPlanningAudit, getBudgetPlanningMatrix, previewBudgetPlanningBatch, previewBudgetPlanningCategory, previewBudgetPlanningExcelTemplate, type BudgetPlanningAudit, type BudgetPlanningMatrix, type BudgetPlanningRow, type BudgetPreview } from '@/api/budget'\\nconst months = ['01','02','03','04','05','06','07','08','09','10','11','12']; const tabs = ['Budget 2026','Vorjahr 2025','Ist 2026','Verlauf/Audit']\\nconst matrix = ref<BudgetPlanningMatrix | null>(null); const selected = ref<BudgetPlanningRow | null>(null); const activeTab = ref(tabs[0]); const preview = ref<BudgetPreview | null>(null); const error = ref(''); const message = ref(''); const activeCareFilter = ref(''); const audit = ref<BudgetPlanningAudit | null>(null); const dirty = reactive<Record<string, Record<string, string>>>({}); const batchPreview = ref<Record<string, any> | null>(null); const excelPreview = ref<Record<string, any> | null>(null)\\nconst form = reactive({ monthly_budget_chf: '', annual_budget_chf: '', budget_cadence: 'monthly', previous_year_total_chf: '', previous_year_months: {} as Record<string,string>, notes: '' })\\nconst rows = computed(() => matrix.value?.rows ?? []); const dirtyCount = computed(() => Object.keys(dirty).length); const auditEntries = computed(() => audit.value?.entries ?? [])\\nconst filteredRows = computed(() => rows.value.filter(r => !activeCareFilter.value || (activeCareFilter.value==='without_budget' && matrix.value?.categories_without_budget.includes(r.category_id)) || (activeCareFilter.value==='without_previous' && matrix.value?.categories_without_previous_year.includes(r.category_id)) || (activeCareFilter.value==='actuals_without_budget' && matrix.value?.categories_with_actuals_without_budget.includes(r.category_id)) || (activeCareFilter.value==='budget_without_actuals' && matrix.value?.categories_with_budget_without_actuals.includes(r.category_id)) || (activeCareFilter.value==='previous_without_budget' && matrix.value?.categories_with_previous_year_without_budget?.includes(r.category_id))))\\nconst previousMonthSum = computed(() => months.reduce((s,m)=>s+(Number(form.previous_year_months[m]||0)),0)); const previousDeviation = computed(() => Number(form.previous_year_total_chf||0)-previousMonthSum.value)\\nfunction money(v?: string | number | null) { return v !== undefined && v !== null && v !== '' ? `CHF ${Number(v).toLocaleString('de-CH', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}` : 'kein Budget' }\\nfunction statusClass(s: string) { return s === 'Grün' ? 'bg-emerald-100 text-emerald-800' : s === 'Gelb' ? 'bg-amber-100 text-amber-800' : s === 'Rot' || s === 'Kritisch' ? 'bg-rose-100 text-rose-800' : 'bg-slate-100 text-slate-700' }\\nasync function openDetail(row: BudgetPlanningRow) { selected.value = row; activeTab.value = tabs[0]; preview.value = null; form.monthly_budget_chf = row.budget_month_chf || ''; form.annual_budget_chf = row.budget_year_chf || ''; form.budget_cadence = row.budget_cadence || 'monthly'; form.previous_year_total_chf = row.previous_year_total_chf || ''; form.previous_year_months = { ...row.previous_year_months }; form.notes = ''; audit.value = await getBudgetPlanningAudit(row.category_id) }\\nfunction syncAnnual() { const n = Number(form.monthly_budget_chf); if (Number.isFinite(n)) form.annual_budget_chf = (n * 12).toFixed(2) } function syncMonthly() { const n = Number(form.annual_budget_chf); if (Number.isFinite(n)) form.monthly_budget_chf = (n / 12).toFixed(2) }\\nfunction bar(v: string) { return Math.min(150, Math.max(0, Number(v || '0') / 10)) } async function load() { try { matrix.value = await getBudgetPlanningMatrix('2026'); error.value='' } catch (e) { error.value = e instanceof Error ? e.message : 'Budgetplanung konnte nicht geladen werden' } }\\nfunction payload() { return { year: '2026', monthly_budget_chf: form.monthly_budget_chf, annual_budget_chf: form.annual_budget_chf, budget_cadence: form.budget_cadence, previous_year_total_chf: form.previous_year_total_chf, previous_year_months: form.previous_year_months, notes: form.notes } }\\nasync function previewSave() { if (!selected.value) return; preview.value = await previewBudgetPlanningCategory(selected.value.category_id, payload()) } async function confirmSave() { if (!selected.value || !preview.value) return; const result = await confirmBudgetPlanningCategory(selected.value.category_id, preview.value.payload); message.value = `Budgetplanung gespeichert. Audit: ${result.audit_id}`; preview.value = null; await load(); const fresh = rows.value.find(r => r.category_id === selected.value?.category_id); if (fresh) await openDetail(fresh) }\\nfunction distributePreviousYear() { const n=Number(form.previous_year_total_chf||0); const avg=(Math.floor((n/12)*100)/100); months.forEach(m=>form.previous_year_months[m]=avg.toFixed(2)); const diff=n-months.reduce((s,m)=>s+Number(form.previous_year_months[m]),0); form.previous_year_months['12']=(Number(form.previous_year_months['12'])+diff).toFixed(2) } function clearPreviousMonths(){ months.forEach(m=>form.previous_year_months[m]='') }\\nfunction markDirty(row: BudgetPlanningRow, field: string, value: string) { dirty[row.category_id] = { ...(dirty[row.category_id] || { category_id: row.category_id }), [field]: value } } function editValue(row: BudgetPlanningRow, field: string, fallback: string) { return dirty[row.category_id]?.[field] ?? fallback }\\nasync function previewBatch() { batchPreview.value = await previewBudgetPlanningBatch({ changes: Object.values(dirty) }) } async function confirmBatch() { if (!batchPreview.value) return; const result = await confirmBudgetPlanningBatch(batchPreview.value.payload); message.value = `Batch gespeichert. Audit: ${result.audit_id || ''}`; Object.keys(dirty).forEach(k=>delete dirty[k]); batchPreview.value = null; await load() } async function previewExcel() { excelPreview.value = await previewBudgetPlanningExcelTemplate({ year: '2026' }) }\\nonMounted(load)\\ndefineExpose({ activeCareFilter, markDirty, previewBatch, confirmBatch, previewExcel })\\n</script>\\n<style scoped>.field{width:100%;border:1px solid #cbd5e1;border-radius:.75rem;padding:.6rem .75rem;background:white}.mini-field{width:8rem;border:1px solid #cbd5e1;border-radius:.6rem;padding:.35rem .5rem}.care{text-align:left;border:1px solid #e2e8f0;background:#fff;border-radius:1rem;padding:1rem}.care p{font-size:.75rem;text-transform:uppercase;color:#64748b}.care strong{font-size:1.5rem}</style>\\n\"}"
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      "content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1414ms\\n     ✓ renders Budget Übersicht as monthly cockpit, not category status table  693ms\\n     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  591ms\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1685ms\\n     ✓ renders filters, KPI cards and confirmed transaction table  1067ms\\n     ✓ opens a detail dialog on row click  615ms\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1390ms\\n     ✓ keeps desktop sidebar but exposes compact mobile navigation points  379ms\\n     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  539ms\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1916ms\\n     ✓ renders Budget Overview with current month KPIs and latest transactions  734ms\\n     ✓ renders transactions workflow and confirms via API after preview summary  843ms\\n ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 3343ms\\n     ✓ shows source-aware review tabs and candidate type actions  1117ms\\n     ✓ marks a candidate as credit card payment through audited type action  742ms\\n     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  784ms\\n     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  694ms\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > central help text covers purpose actions exclusions and opens from app shell\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetWorkflowHelpUx.test.ts (5 tests) 3229ms\\n     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1378ms\\n     ✓ renders transfer review explanations including True Wealth target and non-budget effect  941ms\\n     ✓ renders transfer list with from/to accounts  467ms\\n ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3503ms\\n     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  1129ms\\n     ✓ shows review candidates without technical user-mode fields  682ms\\n     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  483ms\\n     ✓ renders category analysis and links category drilldown to data explorer  347ms\\n ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 1106ms\\n     ✓ shows tabs, household summary, empty editable ERNE template and mobile cards  497ms\\n ✓ src/pages/PositionAddPage.test.ts (4 tests) 585ms\\n ✓ src/pages/CryptoPage.test.ts (4 tests) 717ms\\n ✓ src/pages/VueCockpitV11.test.ts (6 tests) 809ms\\n ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 438ms\\n ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 598ms\\n ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 431ms\\n ✓ src/pages/CommandCenter.test.ts (2 tests) 326ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/planning\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/transfers\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/data-explorer\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n\\n ✓ src/App.test.ts (1 test) 317ms\\n     ✓ renders the user dashboard shell  315ms\\n ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 410ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 149ms\\n ✓ src/utils/formatters.test.ts (2 tests) 19ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 245ms\\n ✓ src/api/client.test.ts (2 tests) 5ms\\n\\n Test Files  21 passed (21)\\n      Tests  81 passed (81)\\n   Start at  09:54:11\\n   Duration  9.35s 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0.47 kB │ gzip:   0.23 kB\\ndist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB\\ndist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB\\ndist/assets/index-D3mEToYh.css                   41.36 kB │ gzip:   9.51 kB\\ndist/assets/portfolio-D-buRbDd.js                 0.09 kB │ gzip:   0.11 kB\\ndist/assets/MoneyValue-C51_Fc_v.js                0.35 kB │ gzip:   0.27 kB\\ndist/assets/FilterToolbar-Cbm2aPTg.js             0.41 kB │ gzip:   0.29 kB\\ndist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB\\ndist/assets/crypto-CYKkIagZ.js                    0.56 kB │ gzip:   0.26 kB\\ndist/assets/cash-D3HMwDAO.js                      0.62 kB │ gzip:   0.29 kB\\ndist/assets/positions-HKJJH4ZO.js                 0.70 kB │ gzip:   0.28 kB\\ndist/assets/ChartPanel-BrXdltHz.js                0.71 kB │ gzip:   0.45 kB\\ndist/assets/SectionCard-ChwWXPRR.js               0.72 kB │ gzip:   0.46 kB\\ndist/assets/RoadmapPage-S2xaqo9a.js  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kB\\ndist/assets/BudgetAccountsPage-McCcdKN3.js        2.77 kB │ gzip:   1.20 kB\\ndist/assets/chart-Q1_4YGvg.js                     3.34 kB │ gzip:   1.44 kB\\ndist/assets/BudgetTransfersPage-B3Ti8KYH.js       3.71 kB │ gzip:   1.66 kB\\ndist/assets/PortfolioPage-DW_q6mHZ.js             4.08 kB │ gzip:   1.73 kB\\ndist/assets/CommandCenter-CyJMJZwQ.js             5.19 kB │ gzip:   2.18 kB\\ndist/assets/CategoryAnalysisPage-oVbPGf8C.js      5.36 kB │ gzip:   2.19 kB\\ndist/assets/MonthlyComparisonPage-CstFnMce.js     5.47 kB │ gzip:   2.10 kB\\ndist/assets/budget-BNXINAY2.js                    5.59 kB │ gzip:   1.53 kB\\ndist/assets/WalletsPage-DK7z3p2s.js               5.77 kB │ gzip:   2.44 kB\\ndist/assets/BudgetVsActualPage-DMG8ZQnp.js        6.76 kB │ gzip:   2.39 kB\\ndist/assets/BudgetOverviewPage-CC9Fza-M.js        6.88 kB │ gzip:   2.73 kB\\ndist/assets/BudgetStatusPage-CYUaKwe0.js          7.13 kB │ gzip:   2.60 kB\\ndist/assets/BudgetSetupPage-GK91n2oP.js           8.65 kB │ 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          "id": "call_ortJmHW8YzjzVZUGqyAELRVE",
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            "arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\npython - <<'PY'\\nfrom pathlib import Path\\nfor p in Path('.').rglob('__pycache__'):\\n    for f in p.rglob('*'):\\n        if f.is_file(): f.unlink()\\n    try: p.rmdir()\\n    except OSError: pass\\nfor p in [Path('.pytest_cache'), Path('frontend/.pytest_cache')]:\\n    if p.exists():\\n        import shutil; shutil.rmtree(p)\\nPY\\npython - <<'PY'\\nfrom pathlib import Path\\nimport subprocess\\nchanged = [line.strip() for line in subprocess.check_output(['git','diff','--name-only']).decode().splitlines() if line.strip()]\\nchanged += [line.strip()[3:] for line in subprocess.check_output(['git','status','--short']).decode().splitlines() if line.startswith('?? ')]\\npatterns = ['github_pat_', 'ghp_', 'OPENFIGI_API_KEY=', 'OPENFIGI_KEY=', 'api_key=', 'password=']\\nhits=[]\\nfor s in sorted(set(changed)):\\n    p=Path(s)\\n    if not p.is_file() or 'frontend/dist/' in s: continue\\n    txt=p.read_text(errors='ignore')\\n    for pat in patterns:\\n        if pat.lower() in txt.lower(): hits.append((s, pat))\\nif hits:\\n    print('changed_file_secret_hits=', hits); raise SystemExit(1)\\nprint('changed_files_secret_scan=OK')\\nPY\\npython - <<'PY'\\nfrom pathlib import Path\\nhits=[]\\nfor p in Path('frontend/dist').rglob('*'):\\n    if p.is_file() and p.suffix in {'.js','.css','.html','.map'}:\\n        txt=p.read_text(errors='ignore')\\n        for pat in ['github_pat_', 'ghp_', 'OPENFIGI_API_KEY=', 'OPENFIGI_KEY=', 'api_key=', 'password=']:\\n            if pat.lower() in txt.lower(): hits.append((str(p), pat))\\nif hits:\\n    print('dist_secret_hits=', hits[:20]); raise SystemExit(1)\\nprint('frontend_build_secret_scan=OK')\\nPY\\nif git status --short | grep -E '(^| )[AM?].*(finance\\\\.sqlite3|jarvis_runtime|secrets/|\\\\.env|\\\\.csv|\\\\.xlsx|\\\\.pdf|frontend/dist/)'; then echo 'unsafe artifact in working tree'; exit 1; fi\\ngit diff --check\\nprintf 'git_safety_artifacts=OK\\\\ngit_diff_check=OK\\\\n'\\n\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      "content": "{\"output\": \"changed_files_secret_scan=OK\\nfrontend_build_secret_scan=OK\\ngit_safety_artifacts=OK\\ngit_diff_check=OK\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_ortJmHW8YzjzVZUGqyAELRVE"
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    {
      "role": "assistant",
      "content": "Verifikation vollständig grün. Jetzt starte ich Backend/Frontend neu und mache Browser-Sanity auf den geforderten Routen.",
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      "content": "Services sind bereit. Ich prüfe jetzt die fünf Browser-Routen und die neuen Budgetplanungs-Elemente.",
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Consider upgrading Browserbase plan for proxy support.\", \"stealth_features\": [\"local\"], \"snapshot\": \"- complementary\\n  - paragraph\\n    - StaticText \\\"JARVIS\\\"\\n  - heading \\\"Finance\\\" [level=1, ref=e1]\\n  - paragraph\\n    - StaticText \\\"PrimeVue Aura Light\\\"\\n  - navigation\\n    - link \\\"Command Center\\\" [ref=e2]\\n    - link \\\"Portfolio\\\" [ref=e3]\\n    - link \\\"Crypto\\\" [ref=e4]\\n    - link \\\"Aktien & ETFs\\\" [ref=e5]\\n    - link \\\"Wallets\\\" [ref=e6]\\n    - link \\\"Position hinzufügen\\\" [ref=e7]\\n    - link \\\"Reports\\\" [ref=e8]\\n    - paragraph\\n    - link \\\"Budget Übersicht\\\" [ref=e9]\\n    - link \\\"Budgetstatus\\\" [ref=e10]\\n    - link \\\"Budgetplanung\\\" [ref=e11]\\n    - link \\\"Budget vs Ist\\\" [ref=e12]\\n    - link \\\"Monatsbudget\\\" [ref=e13]\\n    - link \\\"Jahresbudget\\\" [ref=e14]\\n    - link \\\"Budgetpläne\\\" [ref=e15]\\n    - paragraph\\n    - link \\\"Effektive Ausgaben\\\" [ref=e16]\\n    - link \\\"Effektive Einnahmen\\\" [ref=e17]\\n    - link \\\"Buchungen prüfen\\\" [ref=e18]\\n    - link \\\"Transfers\\\" [ref=e19]\\n    - paragraph\\n    - link \\\"Daten-Explorer\\\" [ref=e20]\\n    - link \\\"Kategorieanalyse\\\" [ref=e21]\\n    - link \\\"Monatsvergleich\\\" [ref=e22]\\n    - paragraph\\n    - link \\\"Konten\\\" [ref=e23]\\n    - link \\\"Kategorien & Tags\\\" [ref=e24]\\n    - link \\\"Excel übernehmen / Seed Review\\\" [ref=e25]\\n  - sectionfooter\\n    - paragraph\\n    - paragraph\\n    - paragraph\\n      - StaticText \\\"Schreibseiten: Preview/Confirm/Audit.\\\"\\n- main\\n  - sectionheader\\n    - paragraph\\n      - StaticText \\\"USER DASHBOARD\\\"\\n    - heading \\\"Budgetplanung\\\" [level=1, ref=e26]\\n    - paragraph\\n      - StaticText \\\"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\\\"\\n    - button \\\"? 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      "finish_reason": "tool_calls"
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      "content": "{\"success\": true, \"result\": {\"jsErrors\": 0, \"ok\": true, \"route\": \"planning\"}, \"result_type\": \"dict\"}",
      "tool_call_id": "call_ZlqLmHBoDJuvu3H7gX7S3no8"
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    {
      "role": "user",
      "content": "[Your active task list was preserved across context compression]\n- [>] bpu2-5. Restart/Tailscale Browser sanity, Commit, Push, Abschlussbericht (in_progress)"
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    {
      "role": "assistant",
      "content": "Ich setze bei **bpu2-5** fort: Browser-Sanity ist für `/planning/budget/planning` bereits OK. Ich prüfe jetzt die restlichen Routen, dann Commit/Push.",
      "tool_calls": [
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      "reasoning": "**Moving forward with tasks**\n\nI need to keep going and use the tools at my disposal. First, I'll check my current to-do list and make sure everything's in order. Maybe I need to ensure that the browser is functioning properly before I commit and push any changes. It seems like I shouldn't need extra skills for this since everything is already set up. Alright, time to proceed!",
      "reasoning_content": "**Moving forward with tasks**\n\nI need to keep going and use the tools at my disposal. First, I'll check my current to-do list and make sure everything's in order. Maybe I need to ensure that the browser is functioning properly before I commit and push any changes. It seems like I shouldn't need extra skills for this since everything is already set up. Alright, time to proceed!",
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              "text": "**Moving forward with tasks**\n\nI need to keep going and use the tools at my disposal. First, I'll check my current to-do list and make sure everything's in order. Maybe I need to ensure that the browser is functioning properly before I commit and push any changes. It seems like I shouldn't need extra skills for this since everything is already set up. Alright, time to proceed!"
            }
          ]
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              "text": "Ich setze bei **bpu2-5** fort: Browser-Sanity ist für `/planning/budget/planning` bereits OK. Ich prüfe jetzt die restlichen Routen, dann Commit/Push."
            }
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          "id": "msg_08efd988e539badb016a0c181353ec81919073df92ae05d646",
          "phase": "commentary"
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      "content": "{\"success\": true, \"url\": \"http://100.85.29.67:5173/planning/budget/status\", \"title\": \"JARVIS Finance Dashboard\", \"snapshot\": \"- complementary\\n  - paragraph\\n    - StaticText \\\"JARVIS\\\"\\n  - heading \\\"Finance\\\" [level=1, ref=e1]\\n  - paragraph\\n    - StaticText \\\"PrimeVue Aura Light\\\"\\n  - navigation\\n    - link \\\"Command Center\\\" [ref=e2]\\n    - link \\\"Portfolio\\\" [ref=e3]\\n    - link \\\"Crypto\\\" [ref=e4]\\n    - link \\\"Aktien & ETFs\\\" [ref=e5]\\n    - link \\\"Wallets\\\" [ref=e6]\\n    - link \\\"Position hinzufügen\\\" [ref=e7]\\n    - link \\\"Reports\\\" [ref=e8]\\n    - paragraph\\n    - link \\\"Budget Übersicht\\\" [ref=e9]\\n    - link \\\"Budgetstatus\\\" [ref=e10]\\n    - link \\\"Budgetplanung\\\" [ref=e11]\\n    - link \\\"Budget vs Ist\\\" [ref=e12]\\n    - link \\\"Monatsbudget\\\" [ref=e13]\\n    - link \\\"Jahresbudget\\\" [ref=e14]\\n    - link \\\"Budgetpläne\\\" [ref=e15]\\n    - paragraph\\n    - link \\\"Effektive Ausgaben\\\" [ref=e16]\\n    - link \\\"Effektive Einnahmen\\\" [ref=e17]\\n    - link \\\"Buchungen prüfen\\\" [ref=e18]\\n    - link \\\"Transfers\\\" [ref=e19]\\n    - paragraph\\n    - link \\\"Daten-Explorer\\\" [ref=e20]\\n    - link \\\"Kategorieanalyse\\\" [ref=e21]\\n    - link \\\"Monatsvergleich\\\" [ref=e22]\\n    - paragraph\\n    - link \\\"Konten\\\" [ref=e23]\\n    - link \\\"Kategorien & Tags\\\" [ref=e24]\\n    - link \\\"Excel übernehmen / Seed Review\\\" [ref=e25]\\n  - sectionfooter\\n    - paragraph\\n    - paragraph\\n    - paragraph\\n      - StaticText \\\"Schreibseiten: Preview/Confirm/Audit.\\\"\\n- main\\n  - sectionheader\\n    - paragraph\\n      - StaticText \\\"USER DASHBOARD\\\"\\n    - heading \\\"Budgetstatus nach Kategorie\\\" [level=1, ref=e26]\\n    - paragraph\\n      - StaticText \\\"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\\\"\\n    - button \\\"? 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Kategorie klicken für Monatsdiagramm und Buchungen.\\\"\\n      - combobox [expanded=false, ref=e29]: Budgetjahr 2026\\n        - MenuListPopup\\n          - option \\\"Budgetjahr 2026\\\" [selected, ref=e41]\\n          - option \\\"Referenzjahr 2025\\\" [ref=e42]\\n    - table\\n      - rowgroup\\n        - row\\n          - columnheader \\\"KATEGORIE\\\" [ref=e153]\\n          - columnheader \\\"BUDGET MONAT\\\" [ref=e154]\\n          - columnheader \\\"BUDGET JAHR\\\" [ref=e155]\\n          - columnheader \\\"IST AKTUELLER MONAT\\\" [ref=e156]\\n          - columnheader \\\"IST JAHR BISHER\\\" [ref=e157]\\n          - columnheader \\\"FORECAST JAHR\\\" [ref=e158]\\n          - columnheader \\\"IST JAHR 2025\\\" [ref=e159]\\n          - columnheader \\\"ABW. BUDGET\\\" [ref=e160]\\n          - columnheader \\\"ABW. 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cell \\\"CHF 287.90\\\" [ref=e104]\\n            - cell \\\"Essen & Haushalt\\\" [ref=e105]\\n          - row\\n            - cell \\\"Netflix\\\" [ref=e106]\\n            - cell \\\"12\\\" [ref=e107]\\n            - cell \\\"CHF 274.80\\\" [ref=e108]\\n            - cell \\\"CHF 22.90\\\" [ref=e109]\\n            - cell \\\"Elektronische Medien\\\" [ref=e110]\\n          - row\\n            - cell \\\"MM Frick\\\" [ref=e111]\\n            - cell \\\"2\\\" [ref=e112]\\n            - cell \\\"CHF 235.55\\\" [ref=e113]\\n            - cell \\\"CHF 117.78\\\" [ref=e114]\\n            - cell \\\"Essen & Haushalt\\\" [ref=e115]\\n          - row\\n            - cell \\\"TWINT-Gutschrift Geld erhalten von\\\" [ref=e116]\\n            - cell \\\"3\\\" [ref=e117]\\n            - cell \\\"CHF 220.00\\\" [ref=e118]\\n            - cell \\\"CHF 73.33\\\" [ref=e119]\\n            - cell \\\"Sonstige Einnahmen\\\" [ref=e120]\\n          - row\\n            - cell \\\"Zahlungseingang / Ref.-Nr. 1512126454 Gasser Bauunternehmen GmbH\\\" [ref=e121]\\n            - 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Sortierung und Änderungen werden auditierbar gespeichert.\\\"\\n      - paragraph\\n        - StaticText \\\"Preview → Confirm → Audit · keine produktive Cleanup-Migration ohne Freigabe.\\\"\\n    - generic\\n      - heading \\\"Kategorie hinzufügen\\\" [level=2, ref=e29]\\n      - paragraph\\n        - StaticText \\\"Neue Kategorie erst prüfen, dann final speichern.\\\"\\n      - button \\\"Preview\\\" [ref=e30]\\n      - button \\\"Confirm\\\" [disabled, ref=e31]\\n      - textbox \\\"Name\\\" [ref=e32]\\n      - combobox [expanded=false, ref=e33]: Ausgabe\\n        - MenuListPopup\\n          - option \\\"Ausgabe\\\" [selected, ref=e47]\\n          - option \\\"Einnahme\\\" [ref=e48]\\n      - combobox [expanded=false, ref=e34]: Ohne Parent\\n        - MenuListPopup\\n          - option \\\"Ohne Parent\\\" [selected, ref=e49]\\n          - option \\\"Essen & Haushalt\\\" [ref=e50]\\n          - option \\\"Kinder/Familie\\\" [ref=e51]\\n          - option \\\"Ferien/Reisen\\\" [ref=e52]\\n          - option \\\"Versicherungen Wohnen\\\" [ref=e53]\\n          - option \\\"Versicherungen Leben\\\" [ref=e54]\\n          - option \\\"Krankenkasse\\\" [ref=e55]\\n          - option \\\"Auto Melanie\\\" [ref=e56]\\n          - option \\\"Wohnen\\\" [ref=e57]\\n          - option \\\"Elektronische Medien\\\" [ref=e58]\\n          - option \\\"Weiterbildung & Musik\\\" [ref=e59]\\n          - option \\\"Gesundheit\\\" [ref=e60]\\n          - option \\\"Haustiere\\\" [ref=e61]\\n          - option \\\"Steuern\\\" [ref=e62]\\n          - option \\\"Spenden\\\" [ref=e63]\\n          - option \\\"Hobbys & Selfcare\\\" [ref=e64]\\n          - option \\\"Liegenschaftsunterhalt\\\" [ref=e65]\\n          - option \\\"Liegenschaftsinvestitionen\\\" [ref=e66]\\n          - option \\\"Einmalige Anschaffungen\\\" [ref=e67]\\n          - option \\\"Kleider und Schuhe\\\" [ref=e68]\\n      - spinbutton \\\"Sortierung\\\" [ref=e35]: 999\\n        - StaticText \\\"999\\\"\\n      - textbox \\\"Farbe optional\\\" [ref=e36]\\n      - textbox \\\"Icon optional\\\" [ref=e37]\\n    - heading \\\"Expense Cleanup Preview\\\" [level=2, ref=e38]\\n    - paragraph\\n      - StaticText \\\"Read-only Dry-run. 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Reihenfolge gilt für Ausgaben-Dropdowns.\\\"\\n        - button \\\"Sortierung speichern\\\" [ref=e44]\\n        - table\\n          - rowgroup\\n            - row\\n              - columnheader \\\"REIHENFOLGE\\\" [ref=e189]\\n              - columnheader \\\"NAME\\\" [ref=e190]\\n              - columnheader \\\"STATUS\\\" [ref=e191]\\n              - columnheader \\\"NUTZUNG\\\" [ref=e192]\\n              - columnheader \\\"AKTIONEN\\\" [ref=e193]\\n          - row\\n            - cell \\\"1\\\" [ref=e69]\\n            - cell \\\"Essen & Haushalt\\\" [ref=e70]\\n            - cell \\\"aktiv\\\" [ref=e71]\\n            - cell \\\"81 Buchungen · 0 Pläne\\\" [ref=e72]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e73]\\n              - button \\\"↑\\\" [ref=e194]\\n              - button \\\"↓\\\" [ref=e195]\\n              - button \\\"Bearbeiten\\\" [ref=e196]\\n          - row\\n            - cell \\\"2\\\" [ref=e74]\\n            - cell \\\"Kinder/Familie\\\" [ref=e75]\\n            - cell \\\"aktiv\\\" [ref=e76]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e77]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e78]\\n              - button \\\"↑\\\" [ref=e197]\\n              - button \\\"↓\\\" [ref=e198]\\n              - button \\\"Bearbeiten\\\" [ref=e199]\\n          - row\\n            - cell \\\"3\\\" [ref=e79]\\n            - cell \\\"Ferien/Reisen\\\" [ref=e80]\\n            - cell \\\"aktiv\\\" [ref=e81]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e82]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e83]\\n              - button \\\"↑\\\" [ref=e200]\\n              - button \\\"↓\\\" [ref=e201]\\n              - button \\\"Bearbeiten\\\" [ref=e202]\\n          - row\\n            - cell \\\"4\\\" [ref=e84]\\n            - cell \\\"Versicherungen Wohnen\\\" [ref=e85]\\n            - cell \\\"aktiv\\\" [ref=e86]\\n            - cell \\\"0 Buchungen · 7 Pläne\\\" [ref=e87]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e88]\\n              - button \\\"↑\\\" [ref=e203]\\n              - button \\\"↓\\\" [ref=e204]\\n              - button \\\"Bearbeiten\\\" [ref=e205]\\n          - row\\n            - cell \\\"5\\\" [ref=e89]\\n            - cell \\\"Versicherungen Leben\\\" [ref=e90]\\n            - cell \\\"aktiv\\\" [ref=e91]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e92]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e93]\\n              - button \\\"↑\\\" [ref=e206]\\n              - button \\\"↓\\\" [ref=e207]\\n              - button \\\"Bearbeiten\\\" [ref=e208]\\n          - row\\n            - cell \\\"6\\\" [ref=e94]\\n            - cell \\\"Krankenkasse\\\" [ref=e95]\\n            - cell \\\"aktiv\\\" [ref=e96]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e97]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e98]\\n              - button \\\"↑\\\" [ref=e209]\\n              - button \\\"↓\\\" [ref=e210]\\n              - button \\\"Bearbeiten\\\" [ref=e211]\\n          - row\\n            - cell \\\"7\\\" [ref=e99]\\n            - cell \\\"Auto Melanie\\\" [ref=e100]\\n            - cell \\\"aktiv\\\" [ref=e101]\\n            - cell \\\"2 Buchungen · 0 Pläne\\\" [ref=e102]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e103]\\n              - button \\\"↑\\\" [ref=e212]\\n              - button \\\"↓\\\" [ref=e213]\\n              - button \\\"Bearbeiten\\\" [ref=e214]\\n          - row\\n            - cell \\\"8\\\" [ref=e104]\\n            - cell \\\"Wohnen\\\" [ref=e105]\\n            - cell \\\"aktiv\\\" [ref=e106]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e107]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e108]\\n              - button \\\"↑\\\" [ref=e215]\\n              - button \\\"↓\\\" [ref=e216]\\n              - button \\\"Bearbeiten\\\" [ref=e217]\\n          - row\\n            - cell \\\"9\\\" [ref=e109]\\n            - cell \\\"Elektronische Medien\\\" [ref=e110]\\n            - cell \\\"aktiv\\\" [ref=e111]\\n            - cell \\\"27 Buchungen · 0 Pläne\\\" [ref=e112]\\n            - cell \\\"↑ ↓ Bearbeiten\\\" [ref=e113]\\n              - button \\\"↑\\\" [ref=e218]\\n              - button \\\"↓\\\" [ref=e219]\\n              - button \\\"Bearbeiten\\\" [ref=e220]\\n          - row\\n            - cell \\\"10\\\" [ref=e114]\\n            - cell \\\"Weiterbildung & Musik\\\" [ref=e115]\\n            - cell \\\"aktiv\\\" [ref=e116]\\n            - cell \\\"0 Buchungen · 0 Pläne\\\" [ref=e117]\\n\\n[... 147 more lines truncated, use browser_snapshot for full content]\", \"element_count\": 270}",
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      "role": "assistant",
      "content": "## Budget Planning Usability & Baseline Entry v2 — abgeschlossen\n\n**Branch:** `feat/budget-planning-usability-v2`  \n**Commit:** `a7b515d24cf6a43be0066889b9afe06f37030209`  \n**Push:** ja, Remote-Hash verifiziert  \n**PR-Link:** https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-planning-usability-v2\n\n## Umsetzung — Ja/Nein\n\n- **Audit-Verlauf pro Kategorie umgesetzt:** ja  \n  Kategorie-Detail enthält jetzt eine lesbare Verlaufstabelle mit Zeit, Aktion, Feld, altem Wert, neuem Wert, Quelle, Notiz und Benutzer/System. Audit-ID bleibt im technischen Detail, nicht prominent.\n\n- **Budget 2026 Schnellbearbeitung umgesetzt:** ja  \n  In der Budgetplanungstabelle sind Monatsbudget, Jahresbudget und Periodizität inline bearbeitbar.\n\n- **Vorjahr 2025 Schnellbearbeitung umgesetzt:** ja  \n  Im Detailtab `Vorjahr 2025` gibt es Jahreswert, Januar–Dezember-Monatswerte, Live-Summe, Abweichung, Verteilen-Button und Leeren-Button.\n\n- **Batch Preview/Confirm umgesetzt:** ja  \n  Mehrere Inline-Änderungen können gesammelt, geprüft und dann bestätigt werden. Kein produktives Speichern ohne Confirm.\n\n- **Excel-Vorlage Preview vorbereitet:** ja  \n  Button `Aus Excel-Vorlage übernehmen` vorhanden. Aktuell kontrollierter Prepared/Coming-soon-Preview-Stub, keine produktive Übernahme, keine neue Importquelle.\n\n- **Datenpflege-Kacheln umgesetzt:** ja  \n  Sichtbar und filternd:\n  - Kategorien ohne Budget 2026\n  - Kategorien ohne Vorjahreswert 2025\n  - Kategorien mit Ist-Ausgaben, aber ohne Budget\n  - Kategorien mit Budget, aber ohne Ist\n  - Kategorien mit Vorjahr, aber ohne Budget\n\n- **Plausibilitätschecks umgesetzt:** ja  \n  Backend liefert Hinweise/Warnungen für:\n  - Budget >20% höher/tiefer als Vorjahr\n  - Ist 2026 über Budget\n  - Ist-Ausgaben ohne Budget\n  - Budget ohne Ist\n  - fehlende Vorjahreswerte\n  - Forecast >115% Budget kritisch\n\n- **Forecast-Methodik sichtbar:** ja  \n  UI zeigt:\n  - `linear_forecast = Ist bisher / vergangene Monate × 12`\n  - `budget_adjusted_forecast = Ist bisher + Restmonate × Monatsbudget`\n  - Hauptwert markiert als budget-adjusted Forecast.\n\n- **Grafiken verbessert:** ja  \n  Kategorie-Detail zeigt verbesserten Monatschart:\n  - Ist 2026: Blau\n  - Budget: dunkle Linie\n  - Ist 2025: Grau\n  - Überschreitung: Orange\n  - Legende sichtbar\n\n- **Budgetstatus Integration geprüft:** ja  \n  Route lädt sauber, enthält Forecast Jahr, Ist Jahr 2025 und Abweichung Vorjahr.\n\n- **Budget-vs-Ist Integration geprüft:** ja  \n  Route lädt sauber, enthält Forecast 2026, Ist 2025 und Kategorien ohne Budget.\n\n## Backend\n\nNeu/erweitert:\n\n- `get_budget_planning_audit_timeline`\n- `preview_budget_planning_batch`\n- `confirm_budget_planning_batch`\n- `preview_budget_planning_excel_template`\n- Plausibilitätschecks pro Kategorie\n- Forecast-Methodik im Matrix-DTO\n- zusätzliche Datenpflege-Liste `categories_with_previous_year_without_budget`\n- Audit bei Einzel- und Batch-Confirm mit lesbaren Feldänderungen\n\nNeue API-Routen:\n\n- `GET /api/budget/planning/categories/{category_id}/audit`\n- `POST /api/budget/planning/batch/preview`\n- `POST /api/budget/planning/batch/confirm`\n- `POST /api/budget/planning/excel-template/preview`\n\n## Tests\n\n- **Python compile:** OK\n- **Backend pytest:** `456 passed`\n- **Frontend Vitest:** `81 passed`\n- **Frontend Build:** OK\n\nNeue Tests ergänzt für:\n\n- Audit-Verlauf nach Budgetänderung\n- Audit-Verlauf mit lesbaren alten/neuen Werten\n- Batch Preview\n- Batch Confirm\n- negative Werte blockiert\n- Vorjahres-Jahreswert auf Monate verteilen\n- Monatswerte summieren sich exakt zum Jahreswert\n- Plausibilitätschecks\n- Excel-Preview-Stub ohne produktive Mutation\n- Datenpflege-Kacheln und Filter\n- Forecast-Methodik sichtbar\n- Audit-Tabelle im Frontend\n- Batch Preview/Confirm im Frontend\n\n## Safety\n\n- **Source secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **Secrets im Git:** nein\n- **Neue Importquellen:** nein\n- **Fixkosten/Subscriptions:** nein\n- **Stille Mutationen:** nein\n- **Echte Beträge im Chat:** keine neuen vertraulichen Details offengelegt; Browser-Sanity hat nur UI-Präsenz geprüft.\n\n## Browser Sanity\n\nGeprüft via Tailscale:\n\n- `/planning/budget/planning`: OK\n- `/planning/budget/status`: OK\n- `/planning/budget/analysis/budget-vs-actual`: OK\n- `/planning/budget/analysis/data-explorer`: OK\n- `/planning/budget/categories`: OK\n- **JS-Fehler:** keine\n\nLinks:\n\n- Frontend: `http://100.85.29.67:5173`\n- Backend: `http://100.85.29.67:8000`\n\nLaufende Prozesse:\n\n- Backend PID: `621105`\n- Frontend PID: `621141`\n\n## Offene Grenzen\n\n- Excel-Übernahme ist bewusst nur vorbereitet, nicht produktiv. Sehr unromantisch, aber exakt sicherheitskonform.\n- Es wurde keine neue Importquelle, keine OCR/Kamera, keine Fixkosten-/Subscription-Logik und keine automatische Budgetempfehlung gebaut.\n- Batch-Confirm auditiert jede Kategorie plus Batch-Zusammenfassung; eine noch komfortablere Batch-Preview-Tabelle mit Feld-für-Feld-Diff im UI wäre ein sinnvoller nächster Feinschliff.",
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              "text": "## Budget Planning Usability & Baseline Entry v2 — abgeschlossen\n\n**Branch:** `feat/budget-planning-usability-v2`  \n**Commit:** `a7b515d24cf6a43be0066889b9afe06f37030209`  \n**Push:** ja, Remote-Hash verifiziert  \n**PR-Link:** https://github.com/Gamexgit/FinanceManager/pull/new/feat/budget-planning-usability-v2\n\n## Umsetzung — Ja/Nein\n\n- **Audit-Verlauf pro Kategorie umgesetzt:** ja  \n  Kategorie-Detail enthält jetzt eine lesbare Verlaufstabelle mit Zeit, Aktion, Feld, altem Wert, neuem Wert, Quelle, Notiz und Benutzer/System. Audit-ID bleibt im technischen Detail, nicht prominent.\n\n- **Budget 2026 Schnellbearbeitung umgesetzt:** ja  \n  In der Budgetplanungstabelle sind Monatsbudget, Jahresbudget und Periodizität inline bearbeitbar.\n\n- **Vorjahr 2025 Schnellbearbeitung umgesetzt:** ja  \n  Im Detailtab `Vorjahr 2025` gibt es Jahreswert, Januar–Dezember-Monatswerte, Live-Summe, Abweichung, Verteilen-Button und Leeren-Button.\n\n- **Batch Preview/Confirm umgesetzt:** ja  \n  Mehrere Inline-Änderungen können gesammelt, geprüft und dann bestätigt werden. Kein produktives Speichern ohne Confirm.\n\n- **Excel-Vorlage Preview vorbereitet:** ja  \n  Button `Aus Excel-Vorlage übernehmen` vorhanden. Aktuell kontrollierter Prepared/Coming-soon-Preview-Stub, keine produktive Übernahme, keine neue Importquelle.\n\n- **Datenpflege-Kacheln umgesetzt:** ja  \n  Sichtbar und filternd:\n  - Kategorien ohne Budget 2026\n  - Kategorien ohne Vorjahreswert 2025\n  - Kategorien mit Ist-Ausgaben, aber ohne Budget\n  - Kategorien mit Budget, aber ohne Ist\n  - Kategorien mit Vorjahr, aber ohne Budget\n\n- **Plausibilitätschecks umgesetzt:** ja  \n  Backend liefert Hinweise/Warnungen für:\n  - Budget >20% höher/tiefer als Vorjahr\n  - Ist 2026 über Budget\n  - Ist-Ausgaben ohne Budget\n  - Budget ohne Ist\n  - fehlende Vorjahreswerte\n  - Forecast >115% Budget kritisch\n\n- **Forecast-Methodik sichtbar:** ja  \n  UI zeigt:\n  - `linear_forecast = Ist bisher / vergangene Monate × 12`\n  - `budget_adjusted_forecast = Ist bisher + Restmonate × Monatsbudget`\n  - Hauptwert markiert als budget-adjusted Forecast.\n\n- **Grafiken verbessert:** ja  \n  Kategorie-Detail zeigt verbesserten Monatschart:\n  - Ist 2026: Blau\n  - Budget: dunkle Linie\n  - Ist 2025: Grau\n  - Überschreitung: Orange\n  - Legende sichtbar\n\n- **Budgetstatus Integration geprüft:** ja  \n  Route lädt sauber, enthält Forecast Jahr, Ist Jahr 2025 und Abweichung Vorjahr.\n\n- **Budget-vs-Ist Integration geprüft:** ja  \n  Route lädt sauber, enthält Forecast 2026, Ist 2025 und Kategorien ohne Budget.\n\n## Backend\n\nNeu/erweitert:\n\n- `get_budget_planning_audit_timeline`\n- `preview_budget_planning_batch`\n- `confirm_budget_planning_batch`\n- `preview_budget_planning_excel_template`\n- Plausibilitätschecks pro Kategorie\n- Forecast-Methodik im Matrix-DTO\n- zusätzliche Datenpflege-Liste `categories_with_previous_year_without_budget`\n- Audit bei Einzel- und Batch-Confirm mit lesbaren Feldänderungen\n\nNeue API-Routen:\n\n- `GET /api/budget/planning/categories/{category_id}/audit`\n- `POST /api/budget/planning/batch/preview`\n- `POST /api/budget/planning/batch/confirm`\n- `POST /api/budget/planning/excel-template/preview`\n\n## Tests\n\n- **Python compile:** OK\n- **Backend pytest:** `456 passed`\n- **Frontend Vitest:** `81 passed`\n- **Frontend Build:** OK\n\nNeue Tests ergänzt für:\n\n- Audit-Verlauf nach Budgetänderung\n- Audit-Verlauf mit lesbaren alten/neuen Werten\n- Batch Preview\n- Batch Confirm\n- negative Werte blockiert\n- Vorjahres-Jahreswert auf Monate verteilen\n- Monatswerte summieren sich exakt zum Jahreswert\n- Plausibilitätschecks\n- Excel-Preview-Stub ohne produktive Mutation\n- Datenpflege-Kacheln und Filter\n- Forecast-Methodik sichtbar\n- Audit-Tabelle im Frontend\n- Batch Preview/Confirm im Frontend\n\n## Safety\n\n- **Source secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **Secrets im Git:** nein\n- **Neue Importquellen:** nein\n- **Fixkosten/Subscriptions:** nein\n- **Stille Mutationen:** nein\n- **Echte Beträge im Chat:** keine neuen vertraulichen Details offengelegt; Browser-Sanity hat nur UI-Präsenz geprüft.\n\n## Browser Sanity\n\nGeprüft via Tailscale:\n\n- `/planning/budget/planning`: OK\n- `/planning/budget/status`: OK\n- `/planning/budget/analysis/budget-vs-actual`: OK\n- `/planning/budget/analysis/data-explorer`: OK\n- `/planning/budget/categories`: OK\n- **JS-Fehler:** keine\n\nLinks:\n\n- Frontend: `http://100.85.29.67:5173`\n- Backend: `http://100.85.29.67:8000`\n\nLaufende Prozesse:\n\n- Backend PID: `621105`\n- Frontend PID: `621141`\n\n## Offene Grenzen\n\n- Excel-Übernahme ist bewusst nur vorbereitet, nicht produktiv. Sehr unromantisch, aber exakt sicherheitskonform.\n- Es wurde keine neue Importquelle, keine OCR/Kamera, keine Fixkosten-/Subscription-Logik und keine automatische Budgetempfehlung gebaut.\n- Batch-Confirm auditiert jede Kategorie plus Batch-Zusammenfassung; eine noch komfortablere Batch-Preview-Tabelle mit Feld-für-Feld-Diff im UI wäre ein sinnvoller nächster Feinschliff."
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      "content": "[M G] [IMPORTANT: Background process proc_cb38adcb53fe matched watch pattern \"Local:\".\nCommand: export VITE_API_BASE_URL=http://100.85.29.67:8000\nnpm run dev -- --host 0.0.0.0 --port 5173\nMatched output:\n  ➜  Local:   http://localhost:5173/\n  ➜  Network: http://192.168.122.42:5173/\n  ➜  Network: http://100.85.29.67:5173/]"
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      "role": "assistant",
      "content": "Das ist wieder eine **alte Watcher-Meldung** — diesmal vom früheren Frontend-Prozess `proc_cb38adcb53fe`.\n\nAktueller Stand nach **Budget Planning Usability & Baseline Entry v2**:\n\n- **Branch:** `feat/budget-planning-usability-v2`\n- **Commit:** `a7b515d24cf6a43be0066889b9afe06f37030209`\n- **Push:** erledigt, Remote-Hash verifiziert\n- **Aktueller Backend-Prozess:** PID `621105`\n- **Aktueller Frontend-Prozess:** PID `621141`\n- **Frontend:** `http://100.85.29.67:5173`\n- **Backend:** `http://100.85.29.67:8000`\n\nDie gemeldete Prozess-ID `proc_cb38adcb53fe` stammt aus dem vorherigen Lauf. Der aktuelle Frontend-Server läuft korrekt unter PID `621141`.",
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              "text": "Das ist wieder eine **alte Watcher-Meldung** — diesmal vom früheren Frontend-Prozess `proc_cb38adcb53fe`.\n\nAktueller Stand nach **Budget Planning Usability & Baseline Entry v2**:\n\n- **Branch:** `feat/budget-planning-usability-v2`\n- **Commit:** `a7b515d24cf6a43be0066889b9afe06f37030209`\n- **Push:** erledigt, Remote-Hash verifiziert\n- **Aktueller Backend-Prozess:** PID `621105`\n- **Aktueller Frontend-Prozess:** PID `621141`\n- **Frontend:** `http://100.85.29.67:5173`\n- **Backend:** `http://100.85.29.67:8000`\n\nDie gemeldete Prozess-ID `proc_cb38adcb53fe` stammt aus dem vorherigen Lauf. Der aktuelle Frontend-Server läuft korrekt unter PID `621141`."
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      "content": "[M G] Budget Planning Usability & Baseline Entry v2 ist akzeptiert.\n\nBitte starte jetzt den nächsten fachlichen Sprint:\n\n# Fixkosten & Subscriptions v1\n\nZiel:\nWiederkehrende Zahlungen sollen erkannt, verwaltet und gegen Budget/Forecast geprüft werden. Das betrifft z.B. Krankenkasse, Versicherungen, Streaming-Abos, Software, Telekommunikation, Miete, Steuern, Vereinsbeiträge und regelmässige Services.\n\nWichtig:\n\n* Keine neuen Importquellen.\n* Keine OCR/Kamera.\n* Keine Portfolio-Funktionen.\n* Keine Runtime-DB ins Git.\n* Keine echten Beträge im Chat.\n* Keine automatische produktive Buchung ohne Confirm.\n* Alles auditierbar.\n* Bestehende Merchant/Alias- und Rule-Engine nutzen.\n* Nur bestätigte Budgettransaktionen und offene Kandidaten als Analysebasis verwenden.\n\n## 1. Definition Fixkosten / Subscription\n\nBitte unterstütze folgende Typen:\n\n### Fixkosten\n\nRegelmässige, planbare Ausgaben, z.B.\n\n* Krankenkasse\n* Versicherungen\n* Miete / Wohnen\n* Telekommunikation\n* Steuern / Raten\n* Auto / Leasing / Versicherung\n* Musikschule / Ausbildung\n* wiederkehrende Mitgliedschaften\n\n### Subscriptions / Abos\n\nWiederkehrende kleinere bis mittlere Belastungen, z.B.\n\n* Apple\n* Google\n* Netflix\n* Disney\n* Amazon Prime\n* OpenAI / ChatGPT\n* Dropbox\n* Norton / Bitdefender\n* TradingView\n* Babbel\n\n### Wiederkehrende Variable\n\nRegelmässig, aber schwankend:\n\n* Migros / Lebensmittel nicht als Subscription\n* Tankstellen nicht als Subscription\n* Restaurants nicht als Subscription\n\n## 2. Datenmodell prüfen / ergänzen\n\nBitte prüfen, ob bestehende Modelle reichen.\n\nFalls nötig append-only Migration:\n\n### budget_recurring_payments\n\nFelder:\n\n* recurring_id\n* name\n* merchant_id optional\n* category_id\n* account_id optional\n* expected_amount_text\n* currency\n* frequency:\n\n  * monthly\n  * quarterly\n  * yearly\n  * weekly\n  * irregular\n* expected_day_of_month optional\n* expected_month optional\n* amount_tolerance_pct\n* date_tolerance_days\n* recurring_type:\n\n  * fixed_cost\n  * subscription\n  * variable_recurring\n* status:\n\n  * candidate\n  * active\n  * ignored\n  * archived\n* source:\n\n  * detected\n  * manual\n  * rule\n* last_seen_date\n* next_expected_date\n* notes\n* created_at\n* updated_at\n\nWichtig:\n\n* Beträge als Decimal-Text.\n* Keine Floats.\n* Änderungen mit Audit.\n\n## 3. Kandidaten-Erkennung\n\nBitte aus vorhandenen Daten Kandidaten erkennen:\n\nDatenquellen:\n\n* bestätigte Budgettransaktionen\n* offene Importkandidaten\n* Merchant/Alias-Regeln\n* Rule Manager\n\nErkennungskriterien:\n\n* gleicher oder ähnlicher Händler\n* wiederkehrend monatlich/quartalsweise/jährlich\n* ähnlicher Betrag oder Betragsspanne\n* ähnliche Beschreibung\n* gleiche Kategorie\n* gleiche Quelle/Konto optional\n\nNicht automatisch als Fixkosten klassifizieren:\n\n* Migros\n* Galaxus/Digitec\n* Restaurants\n* Tankstellen\n* einmalige Anschaffungen\n* interne Transfers\n* Kreditkartenausgleich\n* Investment Transfers / True Wealth\n\n## 4. Kandidaten Review\n\nNeue Seite oder Bereich:\n\nBudget > Fixkosten & Abos\n\nAbschnitte:\n\n### Erkannte Kandidaten\n\nTabelle:\n\n* Name / Händler\n* Kategorie\n* Typ-Vorschlag\n* Häufigkeit\n* erwarteter Betrag\n* letzte Buchung\n* nächste erwartete Buchung\n* Confidence\n* Status\n* Aktionen\n\nAktionen:\n\n* Als Fixkosten aktivieren\n* Als Abo aktivieren\n* Als variable wiederkehrende Ausgabe markieren\n* Ignorieren\n* Zusammenführen\n* Bearbeiten\n* Verlauf anzeigen\n\nAlles über Preview → Confirm → Audit.\n\n## 5. Aktive Fixkosten / Abos\n\nTabelle für aktive wiederkehrende Zahlungen:\n\n* Name\n* Typ\n* Kategorie\n* erwarteter Betrag\n* Frequenz\n* nächste erwartete Zahlung\n* letzte Zahlung\n* Status\n* Budget pro Monat\n* Budget pro Jahr\n* Abweichung\n* Aktionen\n\nAktionen:\n\n* bearbeiten\n* archivieren\n* Zahlung als erwartet markieren\n* Zahlung fehlt bestätigen/ignorieren\n* Regel anpassen\n* Verlauf\n\n## 6. Warnsystem\n\nBitte erste Warnungen umsetzen:\n\n### Zahlung fehlt\n\nWenn Zahlung bis erwartetes Datum + Toleranz nicht gefunden wurde:\n\n* Status: missing_expected_payment\n* Priorität abhängig von Betrag/Kategorie\n\n### Betrag verändert\n\nWenn Betrag stärker als Toleranz abweicht:\n\n* Status: amount_changed\n* Warnung mit alter/erwarteter\nvs. aktueller Zahlung\n\n### Neue wiederkehrende Zahlung erkannt\n\nWenn Kandidat wiederholt auftaucht:\n\n* status candidate\n* Review nötig\n\n### Abo doppelt\n\nWenn zwei ähnliche Subscriptions erkannt werden:\n\n* possible_duplicate_subscription\n\nKeine Push-/Telegram-Benachrichtigung jetzt, nur Dashboard-Warnung.\n\n## 7. Integration in Budgetplanung\n\nFixkosten sollen in Budgetplanung sichtbar werden:\n\nPro Kategorie:\n\n* Anteil Fixkosten\n* Anteil variable Kosten\n* bekannte Fixkosten pro Monat\n* bekannte Fixkosten pro Jahr\n* offene/nicht erkannte variable Ausgaben\n\nBudgetstatus:\n\n* Fixkostenquote\n* variable Ausgaben\n* Forecast mit bekannten Fixkosten verbessern\n\nForecast-Logik:\n\n* bekannte zukünftige Fixkosten bis Jahresende berücksichtigen\n* variable Kosten weiterhin über Ist/Monatsdurchschnitt oder Budget\n\n## 8. Integration in Daten-Explorer / Analytics\n\nDaten-Explorer Filter erweitern:\n\n* recurring_type:\n\n  * fixed_cost\n  * subscription\n  * variable_recurring\n  * one_off\n  * unknown\n\nAnalytics ergänzen:\n\n* Fixkostenquote\n* Subscriptions pro Monat/Jahr\n* Top Abos nach Jahreswert\n* Fixkosten nach Kategorie\n* variable Ausgaben vs Fixkosten\n\n## 9. Manuelle Fixkosten erfassen\n\nErlaube manuelle Anlage:\n\n* Name\n* Kategorie\n* Händler optional\n* erwarteter Betrag\n* Frequenz\n* Fälligkeitsdatum\n* Toleranz\n* Typ\n* Notiz\n* Preview\n* Confirm\n* Audit\n\n## 10. Tests\n\nBitte Tests ergänzen für:\n\n### Erkennung\n\n* monatliche Subscription erkannt\n* jährliche Versicherung erkannt\n* quartalsweise Zahlung erkannt\n* Migros nicht als Subscription\n* Transfer nicht als Fixkosten\n* Investment Transfer nicht als Fixkosten\n\n### Review\n\n* Kandidat aktivieren\n* Kandidat ignorieren\n* Kandidat bearbeiten\n* Audit\n\n### Aktive Fixkosten\n\n* nächste Zahlung berechnen\n* Monatsbudget/Jahresbudget ableiten\n* Archivieren\n* Zahlung fehlt\n* Betrag verändert\n\n### Integration\n\n* Budgetstatus zeigt Fixkostenanteil\n* Daten-Explorer filtert recurring_type\n* Analytics zeigt Fixkostenquote\n\n### Safety\n\n* keine Runtime-DB im Git\n* keine echten Beträge im Testoutput\n* Git-Safety sauber\n\n## 11. UI / UX\n\nPrimeVue/Aura verwenden:\n\n* Cards\n* DataTable\n* Tags/Badges\n* Dialog/Drawer\n* Toast\n* ConfirmDialog\n* Chart.js falls sinnvoll\n\nMobile:\n\n* Cards statt riesige Tabellen\n* klare Aktionen\n* keine technischen IDs\n\n## 12. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n* neue Bankimporte\n* OCR/Kamera\n* Telegram Alerts\n* automatische produktive Buchung\n* Steuerprognose\n* Portfolio-Rebalancing\n* Watchlist\n* Daten-Explorer v2\n* Sankey/Sunburst/Heatmap\n\n## 13. Verifikation\n\nNach Umsetzung:\n\n* Python compile\n* pytest\n* npm test\n* npm run build\n* source secret scan\n* frontend build secret scan\n* Git-Safety\n* Browser sanity:\n\n  * Fixkosten & Abos\n  * Budgetplanung\n  * Budgetstatus\n  * Daten-Explorer\n* git diff --check\n* Commit\n* Push\n\n## 14. Abschlussbericht\n\nBitte berichten:\n\n* Datenmodell umgesetzt: ja/nein\n* Kandidaten-Erkennung umgesetzt: ja/nein\n* Fixkosten/Abos-Seite umgesetzt: ja/nein\n* aktive Fixkosten verwaltbar: ja/nein\n* Warnsystem umgesetzt: ja/nein\n* Budgetplanung integriert: ja/nein\n* Budgetstatus integriert: ja/nein\n* Daten-Explorer integriert: ja/nein\n* manuelle Fixkosten erfassbar: ja/nein\n* Tests\n* Build\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nFixkosten & Subscriptions sollen Planung und Forecast verbessern. Keine automatische Buchung ohne explizite Bestätigung."
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      "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## Important linked references\\n\\n- `references/vue-dashboard-tailscale-api-base.md` — FinanceManager Vue dashboard Tailscale restart/troubleshooting: set `VITE_API_BASE_URL` to the browser-visible FastAPI backend origin (currently Tailscale host/IP on port `8000`, not phone-local `127.0.0.1`), verify backend and frontend through Tailscale, and inspect the served Vite client env before declaring the dashboard fixed.\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-single-coin-runtime-test.md` for controlled one-coin productive runtime tests and the coin-vs-holding ambiguity guard, `references/multi-wallet-crypto-and-equity-manage-ui.md` for approved multi-wallet single-coin snapshots, SQLite Decimal/TEXT affinity pitfalls, and synthetic-first Equity/ETF Manage UI patterns, `references/crypto-price-refresh-and-idempotent-btc-runtime.md` for robust batch price refresh and re-run-safe BTC/single-coin runtime checks, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `references/mvp-crypto-manual-management-ui.md` for audited dashboard add/correct/remove crypto holding workflows after an initial snapshot, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules, `references/github-token-push-from-drive.md` for the safe Google-Drive-token push workflow when local FinanceManager commits are ahead of GitHub, `references/runtime-backup-and-broker-mapping.md` for runtime DB backup/restore hardening plus PostFinance/True Wealth/Raiffeisen structural mapping/dry-run rules, `references/import-wizard-mapping-layer.md` for the Phase B1 import wizard, instrument/account mapping, review queue, data-quality and read-only safety pattern, `references/broker-parser-dry-run-pipeline.md` for the Phase B2 synthetic broker parser, dry-run, runtime review-item and UI quality-flag pipeline, `references/controlled-real-broker-dry-run.md` for the Phase B3 controlled real-file dry-run pattern with backup, aggregate-only reporting, runtime-only review items, and no productive position writes, and `references/broker-review-queue-hardening.md` for Phase B4 manual review queue filters, auditable mapping actions, import-readiness gating, dry-run session management, and Data Quality Center hardening without productive portfolio writes, and `references/guided-manual-review-pilot.md` for Phase B5 small-scope runtime metadata pilots that move selected review items to `ready_for_import` without productive imports, `references/broker-import-execution-plan-mini-import.md` for Phase B6 final dry-run execution plans plus exactly-one productive broker mini-import, `references/broker-mini-import-regression-and-corrections.md` for post-mini-import regression, void/correction workflows, backup/restore checks, and one-at-a-time follow-up imports, and `references/broker-mini-import-completion-and-dq-consolidation.md` for completing the last ready True-Wealth mini-import plus active-vs-resolved Data Quality alert consolidation, `references/equity-fx-market-data-phase-c.md` for the local FX/market-data foundation after broker mini-imports and before broader Equity/ETF valuation/imports, and `references/true-wealth-valuation-pilot-c2.md` for the True-Wealth valuation pilot safeguards around hedge metadata, provider mappings, historical FX failures, timestamp alignment, corporate-action flags, and aggregate-only runtime reporting, `references/true-wealth-mapping-candidate-review-c3.md` for the controlled mapping-candidate review pattern before any productive Equity/ETF price or FX valuation, `references/instrument-catalog-manual-add-workflow.md` for the general Instrument Catalog + dashboard manual-add workflow that must underpin future Equity/ETF/Crypto adds, and `references/public-instrument-lookup-candidate-generator.md` for runtime-only public metadata lookups, candidate review packs, alert dedupe, and no-auto-selection rules, and `references/mapping-candidate-ranking-decision-pack.md` for ranking raw candidates into a manual-review decision aid, Data Quality alerts, confirmation workflow, and migration pitfalls, and `references/dashboard-user-mode-ux-and-runtime-review.md` for User/Admin dashboard navigation, crypto wallet drilldowns, audited Crypto Manage actions, and runtime-only mapping demotion patterns, and `references/dashboard-functional-ux-stabilization.md` for removing duplicate Streamlit navigation, hiding unfinished User Mode pages, enforcing Read-only/Edit Mode button behavior, and testing explicit-click price/report actions, and `references/dashboard-usability-simplification.md` for the stricter MVP User Mode reduction, calm Command Center, compact Crypto/Wallet pages, direct inline action forms, and disabled-not-fake button rule, and `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md` for adjusted real crypto XLSX completion using CoinGecko IDs plus aggregate-only True Wealth/PostFinance DOCX Equity/ETF dry-run preparation, and `references/equity-docx-instrument-resolver-review-workflow.md` for the controlled Equity/ETF DOCX staging, resolver, review queue, local-Qwen-as-parser-only, and confirmed-only initial-snapshot workflow, `references/manual-equity-etf-entry-wizard.md` for the preferred manual Equity/ETF search/add-position wizard when DOCX imports are too unsafe or not approved, and `references/manual-position-entry-provider-ux.md` for User Mode placement, explicit-click provider lookup, runtime-secret loading, caching, and final verification/push discipline, and `references/equity-etf-provider-integration-openfigi-fmp.md` for the concrete OpenFIGI-first/FMP-second integration pattern, provider merge rules, local-price preview semantics, and `update-equity-prices` workflow, `references/provider-integration-sprint-v2.md` for the multi-provider Free/Fallback pattern covering OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, explicit-action dashboard semantics, sanitized status/error categories, and low-volume EODHD handling, and `references/provider-secret-auth-debugging.md` for targeted runtime-secret/provider-auth debugging when keys are present but OpenFIGI/FMP smoke tests fail, and `references/mvp-freeze-zwischenbericht-abnahme.md` for the MVP-freeze Zwischenbericht/Abnahmeplan pattern after an accepted implementation sprint, and `references/mvp-dashboard-workflow-regressions.md` for MVP dashboard regression coverage around cached FX, Cash wizard writes, explicit-click Equity/Crypto price refresh, Crypto cache-detail UX, runtime cleanup archives, and authenticated push verification, and `references/mvp-acceptance-dashboard-fx-valuation-cleanup.md` for acceptance-mode dashboard fixes covering hidden internal FX statuses, cache/provider/manual/missing FX flows, Equity/ETF valuation labels, runtime cleanup backup/audit, and final push verification, and `references/dashboard-user-mode-finalization-and-push.md` for integrated Portfolio User Mode finalization, hidden report paths, post-pytest Git-safety cleanup, Streamlit restart sanity, and authenticated push/hash verification, and `references/fastapi-vue-dashboard-transition.md` for the FastAPI read-only API + Vue User Mode transition pattern, DTO contracts, frontend Git-safety additions, and TestClient threading pitfall, `references/vue-ux-reference-sprint-pattern.md` for controlled UX-reference analysis/design-matrix/UI-system work on the read-only Vue vertical slice without copying external code/assets or expanding feature scope, and `references/vue-dashboard-autoload-runtime-operations.md` for auto-loading local FastAPI runtime DTOs, launch/browser sanity, SQLite `check_same_thread=False`, and final push verification, and `references/vue-cockpit-v11-preview-confirm-drawers.md` for the usable Vue cockpit pattern covering Preview/Confirm manual entry, detail drawers, roadmap links, stale-process browser sanity, frontend build location, changed-file secret scans, and authenticated remote-hash verification, `references/vue-cockpit-uat-preview-confirm-acceptance.md` for safe local Vue/FastAPI UAT of Cash/Equity Preview → Confirm → Audit flows, ledger-vs-compatibility writes, dry-run no-write verification, and the `JARVIS_FINANCE_DB_PATH` pytest contamination pitfall, and `references/crypto-vue-dashboard-readmodel-hardening.md` for Crypto Vue/FastAPI readmodel fixes around holdings-before-prices aggregation, compact crypto UX, sparkline empty states, wallet drilldowns, dashboard start/stop scripts, and full verification/push discipline, and `references/vue-manual-entry-v12-acceptance-completion.md` for completing Vue/FastAPI manual-entry acceptance flows including provider-search response DTOs, FX-aware previews, audited remove/account/wallet endpoints, review/test cleanup, cache/build cleanup before Git-safety, and authenticated remote-hash verification, and `references/vue-provider-preview-confirm-hardening.md` for provider-search/cross-listing dedupe, preview-as-read-only, confirm-as-write-boundary, cached CoinGecko URL sanitization, focused reviewer prompts, and post-test cleanup before Git-safety, and `references/vue-manual-position-v122-hardening.md` for v1.2.2-style manual-position provider warning normalization, candidate snapshot propagation, Equity status labels, compact Crypto layout, and remote-hash push verification. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly for the initial safe operations/admin shell; when moving toward a premium User Mode, use a thin FastAPI read-only API first and Vue 3 + TypeScript frontend later, following `references/fastapi-vue-dashboard-transition.md`.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Budget-module PRD, source analysis and Phase-1 implementation\\n\\nWhen the user asks for a Budget/Cashflow module PRD based on Google Drive source material, follow `references/budget-module-prd-drive-analysis.md`: temp-only structural analysis of PRDs, XLS/XLSX budget workbooks and CSV samples; no real values in chat; no repo/raw-data commits; create both Markdown and Google Doc artifacts in Drive; verify IDs and cleanup temp files before reporting.\\n\\nWhen implementing the first Budget/Cashflow foundation in FinanceManager, follow `references/budget-phase1-manual-ledger-foundation.md`: build only the manual ledger foundation first (budget accounts/categories/tags/manual transactions/transfers/monthly overview), keep imports/rules/duplicates out of scope until separately authorized, use Preview → Confirm as the write boundary, store exact money/FX fields as Decimal text where precision matters, and run the backend/frontend/Git-safety cleanup gate before commit/push.\\n\\nWhen extending Budget/Cashflow into runtime category/tag administration, budget-plan seeds, or workbook-derived dry-run helpers, follow `references/budget-phase11-runtime-category-seed.md`: keep Preview → Confirm → Audit as the write boundary, archive/deactivate tags instead of hard-deleting, keep UI free of prominent technical IDs, handle real budget workbooks temp-only with aggregate reporting, support old `.xls` through optional `xlrd`, run frontend commands from `frontend/`, and verify with compile/full pytest/frontend tests/build/scoped Ruff/secret scan/remote-hash push.\\n\\nWhen moving workbook-derived budget seeds from dry-run into persistent review candidates and a Vue/FastAPI review workflow, follow `references/budget-phase12-excel-seed-review.md`: persist only `budget_seed_candidates` during seed, keep Confirm as the productive write boundary, expose unclean ranges for review, align persistent parser counts with the validated dry-run analyzer, verify `productive_budget_plan_mutation=false`, scan build artifacts before cleanup, then remove generated frontend/caches before Git-safety.\\n\\nFor Budget/Cashflow Phase 1.4 workviews, extend the same safety pattern: create a verified runtime DB backup before migration/seed, use schema migrations for review-only transaction candidates, never confirm CSV/Migros/VISA rows as productive transactions during seed, expose Import Review and Income Forecast as review/work views, keep row-click drawers backed by filtered API endpoints, allow category/transaction edits only through audited update endpoints, convert/reopen unclean candidates with audit, report aggregate counts only, run full backend pytest plus frontend vitest/build, remove `frontend/dist`, `.vite`, `node_modules`, `.pytest_cache`, and `__pycache__` before Git-safety, then push and verify remote hash.\\n\\nFor Budget/Cashflow source-aware import correction after Phase 1.4-style candidate floods, follow `references/budget-source-aware-import-review.md`: keep Migros CSV as the source of truth for Migros expenses, aggregate Migros article rows into receipt-level review candidates, mark overlapping credit-card Migros rows as `covered_by_migros`, keep Galaxus review-required/splittable, classify AKB/Raiffeisen income and own-account transfers without booking internal transfers as income/expense, preserve Dry run → Review → Confirm, and report only aggregate counts/statuses.\\n\\nFor Budget/Cashflow Phase 1.6-style user category rules over existing import-review candidates, follow `references/budget-phase16-user-category-rules.md`: create/extend explainable candidate metadata such as `rule_id`, `rule_name`, `classification`, `review_reason`, confidence and `covered_by_source`; re-evaluate only open scoped candidates after a verified runtime backup; keep Confirm as the only productive write boundary; expose review tabs for subscriptions, Galaxus/Digitec, Migros threshold cases, health, transport, shopping, pets, admin/unclear and covered-by-Migros; and verify aggregate-only that productive budget transaction count did not change.\\n\\nFor Budget/Cashflow Phase 1.7-style UX/workflow refactors, follow `references/budget-phase17-ux-workflow-refactor.md`: separate Import Review, Category Assignment, Effective Expenses, Category Tree, Budget Planning and Budget-vs-Actual into distinct work surfaces; replace generic read-only messaging on work pages with Review-/Arbeitsmodus; make every visible action functional or explicitly disabled; show local amounts in the UI but never in chat reports; keep candidates as candidates until Confirm; ensure category/transaction/candidate changes are audited; build category merge as Preview → Confirm; run full backend/frontend/Git-safety verification before commit/push.\\n\\nFor Budget/Cashflow Phase 1.8-style core-flow corrections, follow `references/budget-phase18-core-confirm-flow.md`: remove duplicated candidate work pages, make **Buchungen prüfen** the single central review page, require Confirm to create a real `budget_transactions` row with `source_type='import_candidate'`/`source_candidate_id`, persist `confirmed_transaction_id` on the candidate, show Effective Expenses only from confirmed expense transactions, include actual-only categories in Budgetstatus even without plan rows, archive UAT/test runtime artefacts after a backup and audit event, and check SQLite migrations for lingering `__phase*` FK references after table rebuilds.\\n\\nFor Budget/Cashflow Phase 1.9-style review-productivity work, follow `references/budget-phase19-review-productivity.md`: improve **Buchungen prüfen** with summary cards, filters, sorting, multi-select batch actions, mandatory Batch Confirm Preview, split UI, and category creation from review; add a Rule Manager MVP-light that only sets suggestions on open candidates; improve Effective Expenses/Budgetstatus/Income work pages; and preserve the explicit prohibition on productive mass-confirming real candidates without current-turn user approval.\\n\\nFor Budget/Cashflow Phase 1.10-style core-correctness cleanup, follow `references/budget-phase110-2026-core-cleanup.md`: force active Budgetjahr 2026 as the default across review/effective transactions/status/charts; archive 2025 candidates as reference and block out-of-year confirms; simplify categories into logical Einnahmen/Ausgaben buckets with canonical leaves; make bulk assignment/confirm/ignore/reopen report per-candidate errors; build Budgetstatus monthly matrix and MVP charts from confirmed 2026 transactions only; and run runtime backup + audit cleanup without real mass-confirming candidates.\\n\\nFor focused Budget Review bulk productivity fixes, follow `references/budget-review-bulk-assign-confirm.md`: implement multi-select category assignment, batch preview, explicit final confirm, per-candidate partial-success errors, blocker summaries, and UI toolbar/dialog tests while preserving Preview → Confirm → Audit and avoiding real runtime mass-confirm during implementation sanity checks.\\n\\nFor Budget Planning & Forecast v1 work, follow `references/budget-planning-forecast-v1.md`: use existing plan models where possible, add append-only Decimal-text category baselines only for missing prior-year/reference concepts, calculate actuals from confirmed transactions only, exclude candidates/transfers/covered rows, expose Budget 2026 vs Ist 2026 vs Vorjahr 2025 with forecasts/traffic lights, and keep all manual plan/reference edits behind Preview → Confirm → Audit.\\n\\nFor Budget Planning usability/baseline-entry follow-up sprints, follow `references/budget-planning-usability-v2.md`: keep the work as entry/audit/validation UX rather than imports or Fixkosten, make per-category audit timelines human-readable, support inline and batch Preview → Confirm edits for Budget 2026, support prior-year annual/monthly entry with exact 12-month distribution, add data-care filter tiles and plausibility checks, prepare Excel takeover only as non-mutating Preview/Coming soon, and verify Planning/Status/Budget-vs-Ist/Explorer/Categories through Tailscale before commit/push.\\n\\nFor Budget/Cashflow productionizing of the import-review workflow with Merchant/Alias management, Rule Manager v1, duplicate handling, split booking, Toast/ConfirmDialog UX and explicit duplicate force-confirm, follow `references/budget-import-review-production-v1.md`: merchant/rule actions set candidate suggestions only, duplicate candidates require explicit `allow_duplicate`, split confirms must exact-match candidate totals, user-facing status labels must hide raw enums, and full verification must include browser-visible Tailscale routes/APIs plus source/build secret scans.\\n\\nFor Budget/Cashflow regular CSV imports from Google Drive Budget sources, follow `references/budget-csv-import-production-v2.md`: support source-specific profiles for VISA, Migros receipts, Raiffeisen and AKB; keep Drive files temp-only; create candidates via Dry Run → Review → Confirm → Audit; prove idempotency with a second import; classify Migros coverage, internal transfers, True Wealth investment transfers, credit-card settlements and income without producing automatic productive bookings.\\n\\nFor controlled first UAT confirmation of existing Budget import candidates, follow `references/budget-import-review-uat.md`: treat it as an operations/UAT pass, not a feature sprint; preflight branch/runtime/Git-safety, create a verified runtime backup, select only a tiny safe sample, confirm one-by-one after Preview → Confirm → Audit, use duplicate/covered-by-Migros/transfer blocks as success signals, document aggregate counts only under `docs/uat/`, and never bulk-confirm real candidates without explicit current-turn approval.\\n\\nFor FinanceManager release consolidation after an accepted feature branch, follow `references/finance-release-consolidation-uat.md`: do branch containment/remote preflight, run full pre-merge gates, create/verify runtime backup and restore-test outside the repo, merge `--no-ff` into `main`, re-verify, tag only after main is green, create a UAT matrix, run small UAT writes on a test-runtime copy unless explicitly approved, update status docs, and verify remote main/tag hashes.\\n\\nFor Budget/Cashflow Phase 1.11-style status/Income/formatting corrections, follow `references/budget-phase111-status-income-formatting.md`: make Budgetstatus use a full-outer-join-style category result so actual-only categories appear, roll up subcategory bookings to parents without hiding child rows, show `ohne Budget` for actuals without plan, centralize Vue money/percent/quantity formatters, build the Einkünfte page on existing income budget plans, report Excel income candidates aggregate-only, and always restart/verify local plus Tailscale dashboard links after the correction round.\\n\\nFor Vue Mobile UX/iPhone/iPad readiness sprints, follow `references/vue-mobile-ux-sprint.md`: treat the sprint as responsive UX only, preserve desktop tables while adding mobile card lists and compact navigation, avoid starting import/rule/OCR/provider engines, verify route/Tailscale access, and only claim real mobile viewport emulation if tooling actually performed it. For FinanceManager-specific iPhone navigation plus Einkünfte/Geld-Eingang work, also use `references/mobile-nav-income-planning-hotfix.md`: add a fullscreen native-anchor fallback menu when Bottom Nav remains unreliable, reclassify existing AKB/Raiffeisen bank candidates before reimporting, keep Bankeingänge as candidates until Confirm, and separate planned income from confirmed `Geld Eingang` transactions.\\n\\nFor FinanceManager Vue/FastAPI functional-action sprints where read-only/detail controls must become real user actions, follow `references/vue-functional-actions-preview-confirm.md`: make every visible write button real, disabled with a reason, or routed to an existing real flow; implement backend Preview → Confirm → Audit first; handle Cash withdrawal/correction label mapping, Crypto set-zero quantity `0`, Crypto transfers with source/target/fee guards, Equity/ETF sell/dividend MVPs, contextual buy redirects, inline account/wallet creation, partial global Toast/Confirm migration honesty, and Tailscale CORS/browser sanity before commit/push.\\n\\nFor Budget/Cashflow Phase 1.11-style Migros auto-booking and monthly Budgetstatus analytics, follow `references/budget-phase111-migros-monthly-analytics.md`: Migros receipts always map to `Essen & Haushalt` regardless of the old 50 CHF threshold, article rows remain detail-only, credit-card Migros stays `covered_by_migros`, runtime confirmation requires backup/audit and aggregate-only reporting, and Budgetstatus row click/chart click should expose monthly analysis and filtered Effective Expenses links.\\n\\nFor external finance/bookkeeping app reference analyses that inform Budget/Cashflow UX, follow `references/budget-ux-reference-analysis.md`: treat the work as non-implementation, clone/inspect separately, check license, copy no code/assets, avoid runtime data, compare stack/API/data model/transaction UX/analytics, and produce a Markdown roadmap with function matrix, navigation proposal, data-model comparison, and explicit safety checklist.\\n\\nFor Budget/Cashflow UX v2 implementation sprints after an accepted external-reference analysis, follow `references/budget-ux-v2-transaction-analysis-hub.md`: commit the accepted analysis document with the sprint, use RED tests first, consolidate navigation into Budget/Transaktionen/Analyse/Setup, make **Buchungen prüfen** the only central review page, improve Effective Ausgaben/Einnahmen from confirmed transactions only, add Kategorieanalyse/Monatsvergleich/Budget-vs-Ist v1 without Heatmap/Sunburst/Explorer/import expansion, simplify category buckets, document but do not build a large Merchant Engine, and verify local plus Tailscale API routes after restart.\\n\\nFor Budget Analytics/Dashboard v2 work where Übersicht, Budgetstatus and Budget-vs-Ist have drifted into duplicate views, follow `references/budget-analytics-dashboard-v2-separation.md`: split the routes into distinct monthly cockpit, category-control, and plan-vs-reality analysis pages; create separated DTOs/viewmodels with explicit `purpose` fields; count only confirmed transactions as actuals; exclude candidates/transfers/covered-by-Migros double counting; use native SVG charts unless a clear dependency need justifies ECharts; and update legacy/mobile tests to assert content on the correct separated page rather than on the old overview catch-all.\\n\\nFor Budget Analytics/Data Explorer sprints, follow `references/budget-analytics-data-explorer-v1.md`: build `Analyse > Daten-Explorer` from confirmed `budget_transactions` only, exclude candidates/transfers/covered rows, provide KPI/filter/table/detail DTOs plus category/merchant/month/budget-deviation analytics, keep exports runtime-only/disabled until safely implemented, and do not drift into OCR/import/provider/portfolio/news features.\\n\\nFor Budget Workflow Clarification & Help UX sprints before Fixkosten/Subscriptions, follow `references/budget-workflow-help-ux.md`: first fix unreliable Budget navigation/routes such as Effektive Ausgaben, then clarify transfer semantics (internal household, credit-card settlement, True Wealth investment transfers), keep Haushalt 2026 as an aggregate view over separate physical sources/accounts, add money-flow columns to lists, improve Transfer Review explanations, and centralize per-page Help UX. Do not silently create runtime accounts such as `True Wealth Cash`; prepare and report, then use Preview → Confirm → Audit if productive creation is approved.\\n\\nFor Budget Categories Cleanup & Duplicate Handling sprints before Fixkosten/Subscriptions, follow `references/budget-categories-duplicates-cleanup.md`: preview must be strictly read-only, create a runtime backup before productive migration, map only unambiguous legacy categories, mark catch-all/unclear categories review-required, archive rather than hard-delete referenced categories, repair `Kategorien & Tags` CRUD/reorder via Preview → Confirm → Audit, and move safe/possible duplicates out of normal review tabs.\\n\\nFor Budget Categories UX/sorting follow-up sprints, follow `references/budget-categories-ux-sorting.md`: keep Income and Expense categories in separate tables and dropdown sets, use robust Up/Down + explicit save-order controls when PrimeVue drag/drop is brittle, scope reorder APIs by `category_type`, keep archived categories out of normal selection dropdowns, add audited `sort_order` for planned income rows, and create a runtime DB backup before starting code that may apply an append-only schema migration.\\n\\nFor FinanceManager Vue UI-system/professionalization sprints where the user wants a brighter, more compact Budget dashboard without new finance features, follow `references/primevue-budget-ui-system.md`: prefer PrimeVue 4 + `@primeuix/themes` Aura + Chart.js, do not copy Sakai/Vuestic templates or assets, migrate Budget pages incrementally, preserve existing routes/API clients and Preview → Confirm → Audit boundaries, add PrimeVue/Vitest/jsdom setup, and verify full backend/frontend/secret/Git-safety gates before commit/push.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- For broker/bank imports (PostFinance, True Wealth, Raiffeisen), build the safe review layer before productive imports: Import Wizard, instrument mappings, platform/account mappings, dry-run summaries, Manual Review Queue, Data Quality Center and visible read-only/write-enabled state. Follow `references/import-wizard-mapping-layer.md`. When wiring parser output into the wizard, use the synthetic-first parser/dry-run/review-item pipeline in `references/broker-parser-dry-run-pipeline.md`. After explicit approval for real-file dry-runs, follow `references/controlled-real-broker-dry-run.md`: preflight, verified runtime backup, temp-only file handling, aggregate-only reporting, runtime-only review items, and verification that productive positions/ledger rows stayed unchanged. For DOCX portfolio extracts from True Wealth/PostFinance, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: use structural/masked parsing only, count field coverage and mapping status, treat ticker-without-exchange as review-needed, and stop before productive import. If the DOCX dry run shows low ISIN coverage/no cost basis/no transaction history or the user withholds final import approval, switch to `references/equity-docx-instrument-resolver-review-workflow.md`: create `instrument_import_candidates`-style staging, use local Qwen only as an assistive parser if available, classify ticker-only rows as `needs_manual_review`, expose a Mapping Review Queue, and import only later from `confirmed` candidates after explicit approval. If the user rejects productive DOCX import or wants direct manual control, follow `references/manual-equity-etf-entry-wizard.md`: make the main path an audited portfolio-app-style search/add-position wizard with explicit candidate selection, no live API on render, no ticker-only auto-selection, hidden technical IDs in User Mode, cost-basis/FX quality alerts, and audit-log writes. When the user asks to make real dry-run results manually editable, follow `references/broker-review-queue-hardening.md`: add filters/detail views, auditable review-metadata actions, per-item/session import-readiness status, dry-run session management, and Data Quality Center counts while keeping productive portfolio writes disabled. For a guided manual-review pilot on real runtime items, follow `references/guided-manual-review-pilot.md`: select 1–3 clear ETF/equity items (prefer True Wealth), write only audited review metadata, correct only presence booleans if needed, derive `ready_for_import` via readiness logic, and verify productive tables remain unchanged. Before the first productive broker position import, follow `references/broker-import-execution-plan-mini-import.md`: create runtime-only execution plans from the ready review items, validate exact Decimal-text payloads from the runtime source, preserve missing FX/cost-basis quality flags, then import exactly one ledger `initial_position_snapshot` after a verified backup; do not write `positions_snapshot` as the source of truth. After the first mini-import and before broader imports, follow `references/broker-mini-import-regression-and-corrections.md`: verify import links/audit/Decimal handling/re-import blocking, add or test safe void/correction flows, run backup/restore-to-test-DB regression, and only then optionally import one more ready plan. When the user approves finishing a remaining small set, follow `references/broker-mini-import-completion-and-dq-consolidation.md`: first disambiguate active vs resolved stale crypto alerts with `check-data-quality --scope crypto --resolve-fixed`, then import exactly one remaining ready execution plan after backup/verify, and consolidate Review Queue/Data Quality counts without exposing values.\\n- Do not pivot into later analytics modules while the user has asked for import/mapping hardening. Monte Carlo, backtesting, rebalancing, scores, heatmaps and projections are later phases unless explicitly re-authorized.\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor acceptance-mode dashboard fixes around manual position entry and valuation UX, follow `references/mvp-acceptance-dashboard-fx-valuation-cleanup.md`: hide internal FX status codes from User Mode, treat CHF as `not_needed`, resolve USD/EUR via cache/provider on explicit save, require a conscious manual-or-missing choice when FX cannot be resolved, and never store `ok` without a rate. For real Runtime-DB Streamlit regression sprints spanning Alerts, navigation, FX/Cash, Equity/ETF interaction, cleanup, no-live-render, browser sanity, and final push verification, also follow `references/dashboard-real-ui-acceptance-regression.md`.\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting. When the user supplies an adjusted real crypto workbook with CoinGecko IDs for missing/previously skipped assets, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: detect the actual structure first, validate IDs against CoinGecko metadata, import only clear missing asset/holding subsets after verified backup, preserve Decimal/Text quantities, ignore legacy CHF values, and delete temporary source files.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\n- Manual dashboard additions/corrections/removals after an initial snapshot must follow `references/mvp-crypto-manual-management-ui.md`: no silent `crypto_holdings` mutation, explicit confirmation, mandatory notes for adjustments/removals, audit-log entries with old/new values, Decimal/TEXT quantity handling, no negative holdings, and no live API lookup during render. For dashboard UX/read-model work, also follow `references/dashboard-user-mode-ux-and-runtime-review.md`: split User Mode from Admin/Review/Debug, aggregate coins across wallets, hide technical IDs in normal views, keep cached-price semantics explicit, and make Crypto Manage actions audited workflows rather than raw table edits. For Vue/FastAPI Crypto page hardening, follow `references/crypto-vue-dashboard-readmodel-hardening.md`: aggregate holdings by asset/wallet before applying the latest price, test duplicate-price-row regressions, keep crypto UI compact, hide weak sparklines behind an empty state, and make wallet rows drill into wallet detail.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- For Equity/ETF FX and market-data hardening after broker mini-imports, follow `references/equity-fx-market-data-phase-c.md`: validate active `missing_fx` alerts by original transaction currency first, correct only CHF false positives with audit, keep foreign-currency missing-FX alerts active until local historical rates exist, use ISIN as instrument identity and provider symbols only as market-data mappings, and run market-price providers only from explicit CLI/scheduled jobs.\\n- For the True-Wealth valuation pilot, follow `references/true-wealth-valuation-pilot-c2.md`: do not import more positions, do not guess provider symbols or hedge status, extend instrument metadata for currency hedging/status/valuation policy/corporate-action state, handle historical-FX paywalls as `manual_override_required` without crashing, align price/FX timestamps before claiming valuation precision, and report only aggregate runtime counts.\\n- For True-Wealth mapping-candidate review after the valuation pilot, follow `references/true-wealth-mapping-candidate-review-c3.md`: create runtime-only provider-symbol candidates keyed by ISIN/instrument, keep name-only or ticker-without-exchange candidates review-required, mark multiple candidates `needs_manual_review`, do not auto-select final mappings on ambiguity, keep hedge/instrument status unknown until confirmed, and ensure market-price dry runs call no provider when there are zero confirmed mappings. For public metadata lookup implementation details, provider result caps, OpenFIGI/Yahoo evidence handling, alert dedupe, runtime-only review templates, and UI/test requirements, use `references/public-instrument-lookup-candidate-generator.md`. For ranking/scoring candidates, generating a runtime-only user decision pack, surfacing `candidate_review_required` and same-ISIN multiple-listing risks, and confirming/rejecting candidates with audit logs, use `references/mapping-candidate-ranking-decision-pack.md`.\\n- For the broader Instrument Catalog + manual-add workflow, follow `references/instrument-catalog-manual-add-workflow.md`: documents/import files are initial-population aids, but the dashboard must allow audited manual add of equities/ETFs and later coins via search, candidate selection, account/wallet selection, Decimal/Text quantity, date, cost-basis/snapshot info and notes. ISIN is primary for equities/ETFs but can have multiple listings; ticker/symbol alone is never unique; provider symbols are market-data mappings only; CoinGecko ID is primary for crypto provider identity. External lookups may use only non-confidential instrument metadata and must never send quantities, balances, account/wallet IDs, cost basis, private notes or source documents. If DOCX/Broker import is not approved or structurally weak, use `references/manual-equity-etf-entry-wizard.md` as the preferred user path: search on explicit click, show candidates, require conscious selection, allow warned manual creation, then review/confirm an audited initial snapshot or transaction. For the concrete Dashboard/User-Mode implementation pattern, provider order (local/OpenFIGI/FMP/Finnhub/manual), runtime `.env` secret lookup, provider-result caching, and final compile/test/Git-safety/commit/push discipline, also follow `references/manual-position-entry-provider-ux.md` and `references/equity-etf-provider-integration-openfigi-fmp.md`. For multi-provider hardening across OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, follow `references/provider-integration-sprint-v2.md`: support all documented secret aliases including `TWELVEDATA_API_KEY`, keep FMP primary, use Twelve/Finnhub/Massive as fallback, keep EODHD explicit low-volume only, sanitize status/error output, and ensure dashboard status uses non-probing render mode. If provider smoke tests report missing candidates or unreachable providers despite keys being stored, first follow `references/provider-secret-auth-debugging.md`: verify runtime secret loading without printing values, classify 401/403 as `auth_failed` rather than generic reachability failure, and improve status diagnostics before adding features.\\n- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail. When the user asks to move beyond Streamlit, do not mutate the working Streamlit UI first; add a small FastAPI read-only boundary with DTOs and tests, then build a Vue vertical slice. Follow `references/fastapi-vue-dashboard-transition.md`.\\n- Functional UX stabilization work must prioritize making the existing dashboard genuinely usable before adding more pages. Follow `references/dashboard-functional-ux-stabilization.md`: use one navigation system, move executable page modules out of Streamlit `pages/` when using a custom router, hide unfinished pages from User Mode, replace text-link/fake actions with real buttons or disabled controls, enforce session-based Edit Mode for writes, keep IDs/debug notes out of User Mode, and test price/report provider calls happen only on explicit clicks. If the user says the dashboard is still too busy or prototype-like, follow `references/dashboard-usability-simplification.md`: reduce User Mode to only currently useful pages, keep the Command Center calm, avoid misleading `CHF 0.00` Equity/ETF displays when valuation is incomplete, make Crypto the primary MVP surface, and ensure every visible button either works immediately, opens an inline form, or is disabled with a reason. For regression hardening after manual-position/provider work, also follow `references/mvp-dashboard-workflow-regressions.md`: cache-first historical FX, audited Cash wizard writes, explicit-click Equity/ETF and Crypto refreshes, no live API on render, User Mode cache-source labels without raw IDs, and manifest-based runtime cleanup.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\n- Crypto price refresh belongs in CLI/scheduled-job commands, not dashboard/report rendering. Prefer CoinGecko batch requests over per-coin requests; expose conservative controls (`--sleep-seconds`, `--max-retries`, `--initial-backoff`, `--max-backoff`, `--only-missing`, `--only-stale`, `--only-symbol`, `--limit`, `--dry-run`, `--currency`). Commands should use aggregate-only output (`total_assets/updated/cached/skipped/stale/warnings/errors/assets_still_missing_local_price`), cache by configurable `max_age_seconds`, store exact Decimal prices as TEXT in `crypto_prices`, and verify dashboard/report contexts read local prices with `live_api_calls=False`. For details and tests see `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After an accepted sprint, respect an explicit MVP freeze: do not add providers or large features; write/update the sanitized repo report and acceptance checklist, verify with compile/tests/Git-safety, commit/push, and prepare the next real end-to-end runtime test. See `references/mvp-freeze-zwischenbericht-abnahme.md`.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage. For multi-wallet real-data snapshots and Equity/ETF ledger fields, also see `references/multi-wallet-crypto-and-equity-manage-ui.md`; SQLite `NUMERIC` affinity can coerce Decimal-looking text to `real`, so schema/migrations should use `TEXT` for exact quantities, FX rates, original amounts and CHF equivalents where precision matters.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\n\\n- Before broader productive imports, implement or verify the runtime backup loop in `references/runtime-backup-and-broker-mapping.md`: backup outside Git, SHA256 verification, restore requiring explicit confirmation, tests for backup/restore/checksum, and Git-safety coverage that blocks backup artifacts in the repo. For PostFinance/True Wealth/Raiffeisen, perform structural mapping and dry-runs only until the user approves import; report aggregate counts/field coverage/quality flags only, never real values or raw rows. If backup CLI output is too terse to evidence the backup path/checksum, call `jarvis_finance.runtime.backup.backup_runtime_db(...)` and `verify_backup(...)` directly and report only path-existence/outside-repo/checksum status, not DB contents.\\n\\n## Common pitfalls\\n\\n- In Budget category UX work, do not rely on PrimeVue/DataTable drag-and-drop if it is flaky or hard to test. A robust Up/Down + explicit `Sortierung speichern` flow is acceptable and preferred for this user when it works on desktop and mobile, persists `sort_order`, writes audit events, and reloads in the same order. Reorder endpoints must be scoped by `category_type` so Income and Expense orderings cannot mix, and planned income rows need their own audited `sort_order` flow. See `references/budget-categories-ux-sorting.md`.\\n- Starting later analytics (Monte Carlo, backtesting, rebalancing, scoring, heatmaps, projections) while import/mapping/data-quality phases are still being hardened or while the user explicitly asked to postpone them.\\n- Letting the Budget/Cashflow foundation become a hidden import/rule-engine sprint. Phase 1 should be manual accounts/categories/tags/transactions/transfers/overview only, with Preview → Confirm writes and no VISA/Migros/Cumulus import, duplicate engine, or rule engine unless the user explicitly opens that next phase. See `references/budget-phase1-manual-ledger-foundation.md`.\\n- Treating workbook-derived Budget/Cashflow seeds as safe productive imports. Excel seed parsing may persist review candidates, but must not mutate productive budget plans until explicit Confirm. Always compare candidate counts with the validated dry-run analyzer, preserve ambiguous rows as unclean ranges, and verify aggregate-only that productive budget table counts did not change during seed. See `references/budget-phase12-excel-seed-review.md`.\\n- Letting Phase 1.5-style source-aware Budget/Cashflow import corrections remain row-granular. Migros/Cumulus article rows are detail data, not normal review candidates; aggregate them to receipts and mark previous article candidates `superseded`/archived with audit after a verified runtime backup. Credit-card Migros rows must be `covered_by_migros`, Galaxus must stay review-required/splittable, and AKB/Raiffeisen own-account transfers must be transfer candidates rather than income/expense. See `references/budget-source-aware-import-review.md`.\\n- Over-broad merchant matching in Budget user-category rules. A plain pattern such as `M ` can falsely classify unrelated merchants as Migros; use normalized explicit merchant tokens, guard special abbreviations, and exclude `Migrol` from grocery/Migros coverage when it should classify as fuel/transport. User-rule passes must update candidate metadata only, keep Galaxus/Digitec review-required/splittable, and prove no productive transactions were created. See `references/budget-phase16-user-category-rules.md`.\\n- In Budget/Cashflow workflow-clarification sprints, do not treat transfers as merely a label on expense/income rows. Internal household transfers, credit-card settlements, and True Wealth investment transfers must be explained in Review UX, excluded from Budget income/expense actuals, and surfaced in a dedicated transfer view with from/to accounts. `True Wealth Cash` can be prepared as a target account, but missing runtime accounts must not be silently created; report absence and require Preview → Confirm → Audit for productive creation. Help text belongs in a central help registry/component, not scattered page prose. See `references/budget-workflow-help-ux.md`.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- In broker/bank real-file dry-runs, aggregating Data Quality flags only for `review_status='open'`. Blocked review items are still actionable data-quality issues; include `open` and `blocked` so defensive Raiffeisen aggregate-only rows remain visible.\\n- Letting manual review actions blur into productive import actions. Review-metadata writes (ISIN/ticker/exchange/account/instrument confirmations, ignore/resolve, dry-run archive/current status) may be allowed with audit logs, but they must not write `positions_snapshot`, `transactions`, `cash_balances`, ledger rows, or cash snapshots. Name-only mapping must never become `mapped`/`ready_for_import`; ticker-only without exchange remains review-needed; `aggregate_only` remains blocked for instrument import. In guided pilots, do not force `ready_for_import` by direct status edits; let readiness logic derive it after audited metadata actions, and if parser presence flags were missed, correct only boolean presence metadata with an audit event, never actual quantities/values.\\n- Skipping the execution-plan layer between ready review items and productive broker imports. A final dry-run should materialize runtime-only execution plans with source row hash, target IDs, exact Decimal-text payload summary, quality flags and planned write status. Productive mini-imports should consume exactly one planned ready payload, write exactly one ledger `initial_position_snapshot`, mark that plan/review item imported, leave the other ready plans untouched, and verify zero direct `positions_snapshot`/cash writes. After the first productive mini-import, do not proceed straight to mass import: run regression checks, implement/test void and correction audit paths, verify backup/restore to a separate test DB, and import at most one additional ready plan. When later completing the final ready plan, first resolve Data Quality alert ambiguity by counting only active alerts (`status='active'`) and treating resolved rows as history; then import exactly one plan and consolidate counts. See `references/broker-import-execution-plan-mini-import.md`, `references/broker-mini-import-regression-and-corrections.md`, and `references/broker-mini-import-completion-and-dq-consolidation.md`.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating every active `missing_fx` alert after a broker mini-import as a bug. First aggregate by original currency: CHF rows may be false positives (`fx=1`, `not_needed`, resolve with audit), but foreign-currency rows without local historical FX should remain active and block precise CHF valuation until rates are populated.\\n- Auto-mapping Equity/ETF market prices by instrument name or ticker alone. ISIN is the instrument identity, but one ISIN can have multiple listings across exchange/currency, so even ISIN matches may need candidate selection. Provider symbols are separate market-data mappings, ticker without exchange is review-needed, and missing provider symbols should create deduplicated Data Quality alerts rather than triggering provider guesses. For mapping-candidate phases, candidate creation is allowed in the runtime DB, but final selection must remain manual/audited unless the user explicitly approves and the match is unambiguous. Public lookup endpoints can return dozens of listings; cap result sets, dedupe active mapping alerts by rule/entity, and do not treat search-fallback results as ISIN-confirmed unless the provider response supplies ISIN evidence.\\n- Designing future portfolio entry as import-file-only. Imports/documents are for initial population and existing holdings; the system must also support dashboard manual add/search workflows with audited ledger writes, explicit candidate selection, Decimal/Text quantities, required notes where history is incomplete, and no silent overwrites. If the user says DOCX/Broker files are too unsafe or not approved, stop the productive import path and pivot to the manual Equity/ETF wizard in `references/manual-equity-etf-entry-wizard.md`; keep the review queue optional/admin-only, ensure manual-entry broker accounts exist, and do not expose technical IDs in User Mode. The manual entry path must be visible in normal User Mode (e.g. `Position hinzufügen`) with Command Center routing; provider lookup must be explicit-click only, cache results locally, load provider keys from runtime secrets, and degrade missing keys to warnings. See `references/instrument-catalog-manual-add-workflow.md` and `references/manual-position-entry-provider-ux.md`.\\n- Letting an Equity/ETF market-price dry run call providers when no confirmed mappings exist. The safe outcome is `total_mappings=0`, no provider calls, and aggregate reporting only.\\n- For valuation pilots on historical broker snapshots, treating a computable current market value as a clean performance result. `snapshot_only`, `cost_basis_uncertain`, missing hedge confirmation, missing historical FX, stale price/FX timestamp alignment, or suspected corporate actions must keep valuation `partially_valuable` or suppress precise Total Return until reviewed.\\n- Inferring CHF-hedged ETF behavior from the name alone. Hedge status is methodology-critical: unknown status should create a warning/review item; confirmed CHF hedging must prevent naive free FX-PnL attribution.\\n- Crashing or blocking on historical-FX provider paywalls. Persist `manual_override_required`, create deduplicated alerts, keep the flow moving, and require a noted audited manual override instead of guessing latest FX.\\n- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- In controlled one-coin runtime tests from a real XLSX, distinguish **one coin/asset** from **one holding/wallet row**. A coin may be split across multiple wallet columns; if the user required an unambiguous target wallet or one holding, stop and ask rather than choosing a wallet silently. If the user explicitly approves multi-wallet import for that coin, import exactly one asset plus one audited holding per non-empty approved wallet cell; verify aggregate counts only. If re-running a BTC/single-coin test finds the exact approved asset and holdings already present, do not import duplicates; perform the aggregate-only idempotency checks and report that asset/holding counts did not increase because duplicate prevention succeeded. See `references/crypto-single-coin-runtime-test.md`, `references/multi-wallet-crypto-and-equity-manage-ui.md`, and `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\n- Letting normal dashboard pages become technical raw-table dumps. For this user's Finance dashboard, implement an Alltag/User Mode that hides internal IDs/provider internals and presents aggregate, actionable read models; keep raw identifiers, candidate details and audit/debug fields in Admin/Review/Data Quality views. See `references/dashboard-user-mode-ux-and-runtime-review.md`.\\n- Treating Streamlit/dashboard UX stabilization as a chance to build more modules. When the user complains about prototype feel or duplicated workflows, first eliminate duplicate navigation, empty User Mode pages, fake/text buttons, unclear Read-only/Edit state, and raw technical IDs. Keep unfinished pages in Admin/Debug or hide them; every visible button must work, prefill a real workflow, or be disabled with a reason. For Budget candidate workflows specifically, do not keep Import Review and Category Assignment as two pages over the same rows; centralize them as **Buchungen prüfen** and ensure Confirm really books a productive transaction before claiming acceptance. See `references/dashboard-functional-ux-stabilization.md`, `references/dashboard-usability-simplification.md`, and `references/budget-phase18-core-confirm-flow.md`.\\n- In Budget/Cashflow review-productivity/core-correctness sprints, confusing built batch tooling with permission to use it productively. Build and test batch confirm on synthetic/test DB data, but for real runtime candidates keep Batch Confirm behind Preview → explicit user Confirm and do not mass-confirm real candidates during the implementation sprint. Rule MVP and Merchant/Alias actions must set candidate suggestions only, never create `budget_transactions`; split Confirm must exact-match candidate totals and audit all created linked transactions. Duplicate candidates require an explicit `allow_duplicate`/`Trotzdem bestätigen` path with category/account/year and audit; normal Confirm must block them. User Mode must show labels like `Prüfung nötig`/`Vorgeschlagen` instead of raw enums such as `needs_review`/`auto_categorized`. When the active budget year is fixed (e.g. 2026), make every default Review/Summary/Effective/Budgetstatus/Chart query year-aware, archive old-year candidates as reference, and block out-of-year confirms. For bulk review fixes specifically, centralize blocker checks so preview and confirm agree; normal bulk category assignment must skip blocked statuses with per-candidate errors; final confirm stays disabled until all selected candidates have categories and no duplicate/covered/transfer/missing-field blockers. For planning/forecast work, do not invent a parallel actuals model: use confirmed transactions for actuals, existing budget-plan structures for plan values where possible, and a small Decimal-text baseline/reference table for prior-year/manual values only when the existing schema lacks that concept. See `references/budget-phase19-review-productivity.md`, `references/budget-phase110-2026-core-cleanup.md`, `references/budget-import-review-production-v1.md`, `references/budget-review-bulk-assign-confirm.md`, and `references/budget-planning-forecast-v1.md`.\\n- In Budgetstatus work, accidentally showing only categories with budget plans. The table must be Full-Outer-Join-style over active plans and confirmed active-year actuals: actual-only categories must appear with `ohne Budget`, plan-only categories must remain visible with neutral/no-actuals status, and empty categories without plan/actuals stay hidden. Subcategory postings must appear on the booked subcategory and aggregate into parent rollups; do not move transactions just to make a parent row visible. See `references/budget-phase111-status-income-formatting.md`.\\n- Letting dashboard Decimal strings leak raw into the Vue UI. Long values such as `4019.308333333333482` are unacceptable in User Mode: use central Vue formatters for money/percent/quantity, keep Decimal/TEXT storage and domain calculations intact, and update contract tests when DTO display output intentionally standardizes to `0.00`. See `references/budget-phase111-status-income-formatting.md`.\\n- Treating mobile readiness as a narrow CSS tweak or, worse, as permission to start new finance modules. For iPhone/iPad FinanceManager work, preserve desktop tables but add mobile card lists, compact navigation, touch-friendly drawers/buttons, and route/Tailscale sanity; do not start VISA/Migros/OCR/rule/duplicate/provider engines, and do not claim viewport emulation unless browser tooling actually did it. See `references/vue-mobile-ux-sprint.md`.\\n- Building a parallel model for Budget Einkünfte when existing budget plans are enough. Income MVP should use `budget_plan_items` with income categories, add/archive with audit, derive monthly/yearly values from cadence, list Excel income candidates aggregate-only, and keep Review/Confirm as the productive write boundary. See `references/budget-phase111-status-income-formatting.md`.\\n- Letting an accepted sprint half-finished because the next feature is tempting. If cleanup, final tests, Git-safety, commit, and push are still missing, finish those in order before starting new work. Remove `.pytest_cache`/`__pycache__` before and after tests, then run Git-safety, `git diff --check`, verify clean status, commit, push, and fetch/update `origin/main` to prove sync. If normal `origin` verification is unauthenticated but a FinanceManager runtime GitHub token is available, verify the remote hash through a temporary authenticated URL and unset it immediately; do not set token-bearing remotes or print the token. See `references/dashboard-usability-simplification.md` and `references/dashboard-user-mode-finalization-and-push.md`.\\n- Breaking an explicit MVP freeze by adding more providers/features after the user accepted the sprint. In freeze mode, produce the sanitized Zwischenbericht/Abnahmeplan, separate implemented vs not-finished vs risks, include concrete user acceptance checklists, and run the same verification/push discipline as code changes. See `references/mvp-freeze-zwischenbericht-abnahme.md`.\\n- During Budget/Cashflow runtime cleanup or UAT, allowing test/seed rows to leak into User Mode is a correctness bug. Create a runtime backup first, report dry-run counts only, archive/deactivate UAT artefacts with audit, then verify user-facing APIs/pages return zero matching visible objects. If you create temporary runtime UAT rows to prove Confirm/category/ignore flows, archive them immediately after verification. See `references/budget-phase18-core-confirm-flow.md`.\\n- Rebuilding SQLite tables with `ALTER TABLE ... RENAME TO ...` without checking dependent foreign keys. SQLite can rewrite dependent table references to the temporary table name, causing later inserts to fail with `no such table: main.<temp_table>`. After migrations that rebuild budget transactions/candidates, inspect `sqlite_master` for `__phase` references and regression-test dependent inserts into tags/transfers/line-items/splits. See `references/budget-phase18-core-confirm-flow.md`.\\n- Running Git-safety immediately after pytest without cleaning generated caches. Pytest can recreate `.pytest_cache`; remove `.pytest_cache` and `__pycache__` after the final test run, then run Git-safety before staging/commit/push.\\n- In MVP acceptance mode, exposing raw internal workflow states (`ok`, `missing`, `manual_override_required`, `not_needed`) to User Mode is a bug, not documentation. Convert them into plain choices such as automatic FX, manual FX, or save incomplete; keep the stored internal status deterministic and audited.\\n- Treating absent CoinGecko/Crypto detailcache code as something to invent during an acceptance bugfix sprint. If the codebase has no implementation, report it as an explicit open gap unless the user authorizes a new feature mini-sprint.\\n- Relying on the user's prose description of a spreadsheet layout instead of detecting the actual workbook structure. In adjusted crypto XLSX files, CoinGecko IDs may appear as an `API ID` column in the same row rather than a preceding row; use the detected structure, validate IDs, and report the difference aggregate-only.\\n- Treating formula/scientific-notation source cells as automatic import blockers. Count them, but block only when exact Decimal/Text conversion fails; never use float arithmetic for crypto quantities.\\n- Printing raw DOCX/table rows while analyzing real broker files. Use masked structural flags and aggregate counts only; real position names/values/quantities stay out of chat/log summaries.\\n- Counting ticker-like tokens from DOCX as confirmed Equity/ETF mappings. Without ISIN plus exchange/provider confirmation, mappings are `probable` or `needs_manual_review`, not productive-import ready.\\n- Treating low-confidence Equity/ETF DOCX extraction as enough for import. If most positions lack ISIN, cost basis or transaction history, build/operate a staging resolver and Mapping Review Queue first. Ticker-only rows stay `needs_manual_review`; local Qwen may help extract candidates but must not decide mappings or write ledger rows. See `references/equity-docx-instrument-resolver-review-workflow.md`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch <commit> -- <file>`, then separately verify whether the test matrix actually covers the promised cases.\\n- Treating provider lookup smoke-test failures as simple `not reachable` / `no candidates` when runtime keys exist. Follow `references/provider-secret-auth-debugging.md`: confirm the runtime secret file is loaded without printing values, verify OpenFIGI uses `X-OPENFIGI-APIKEY` header and FMP uses `apikey`, split network reachability from provider auth, and classify HTTP 401/403 as `auth_failed`, 429 as `rate_limited`, empty 2xx as `no_results`, and DNS/timeout as `network_error`. Do not start a new feature block until the secret/auth diagnosis is resolved.\\n- Letting multi-provider market-data integration become implicit dashboard behavior or an API-call spray. Follow `references/provider-integration-sprint-v2.md`: normal dashboard render must use local DB/non-probing status only; provider calls require explicit click/CLI/schedule; FMP remains primary for search/price preview; Twelve Data/Finnhub/Massive are fallbacks; EODHD is never default and requires explicit low-volume opt-in; provider statuses and errors must be sanitized categories, not raw responses or secret-bearing URLs.\\n- Adding a browser frontend without expanding Git-safety and secret boundaries. For FinanceManager Vue/FastAPI work, block `frontend/dist`, `frontend/node_modules`, `.vite`, and `.env.*` except `.env.example`; provider keys stay backend/runtime-only and must not appear in `VITE_*` variables. FastAPI tests that inject an in-memory SQLite connection through `TestClient` need `check_same_thread=False`, otherwise SQLite may fail in the worker thread.\\n- Implementing Vue auto-load as hidden provider refresh. Auto-load is allowed only for local FastAPI/runtime DTOs; render must not call CoinGecko/OpenFIGI/FMP/Finnhub/Yahoo/etc. Add visible local-data status, explicit refresh semantics, and browser performance checks for zero external provider resources. For launch/browser sanity/process hygiene, follow `references/vue-dashboard-autoload-runtime-operations.md`.\\n- Claiming the Vue/FastAPI dashboard was restarted before proving the browser-visible Tailscale path works. For remote/iPhone use, localhost checks are insufficient: kill stale listeners, restart backend/frontend, verify `ss` listener bind addresses, verify `/api/runtime/status` through `http://<tailscale-host>:5173`, and confirm the delivered Vite client has `VITE_API_BASE_URL=http://<tailscale-host>:5173`. See `references/vue-dashboard-tailscale-api-base.md`.\\n- In Budget UX v2-style transaction/analysis sprints, letting an accepted reference analysis remain uncommitted or letting the sprint drift into Heatmap/Sunburst/Explorer/import-wizard work. Commit the accepted Markdown analysis with the feature, keep scope to navigation, confirmed transaction lists, calm review UX, category/month/budget-vs-actual analysis, and category bucket/merge-preview work. For Tailscale/iPhone, do not start Vite with `VITE_API_BASE_URL=http://127.0.0.1:8000`; use the browser-visible Tailscale Vite origin so `/api` proxy calls work remotely. See `references/budget-ux-v2-transaction-analysis-hub.md`.\\n- Treating `npm install` as part of the normal Vue dashboard restart. If `frontend/node_modules` exists, start Vite directly with the correct environment; reserve install for dependency changes or missing modules.\\n- Joining crypto holdings directly to historical/current price rows in detail or wallet readmodels. Multiple price rows per asset can duplicate wallet allocations and inflate values. Aggregate holdings by asset/wallet first, fetch the latest price once per asset, then value the aggregate; regression-test one asset split across wallets plus multiple price rows. See `references/crypto-vue-dashboard-readmodel-hardening.md`.\\n- Shipping a Vue/FastAPI cockpit update after tests pass but before real browser/API sanity from the current checkout. Stale uvicorn/node processes can mask route changes; if OpenAPI or click behavior looks stale, check/kill the process bound to the port and restart from the working tree. Verify `/positions/add`, `/equity` row-click drawers, `/openapi.json` endpoint registration, frontend tests/build from `frontend/`, changed-file/build-artifact secret scans, commit, push, and remote hash equality. See `references/vue-cockpit-v11-preview-confirm-drawers.md`.\\n- During Vue/FastAPI UAT, letting `JARVIS_FINANCE_DB_PATH` leak from the UAT server environment into pytest can make unit tests hit the UAT DB instead of their temporary runtime; unset it before full pytest unless the test explicitly requires a fixed DB path. For manual Cash and Equity/ETF Preview → Confirm flows, verify both persisted domain state and audit rows; Cash may currently need a bridge write to both ledger `transactions` and `cash_balances` compatibility/control rows. For the v1.2 completion pass, use `references/vue-manual-entry-v12-acceptance-completion.md`: update frontend mocks when moving from bare `searchInstruments` to provider-search DTOs, archive review/test accounts even when they have no remaining equity transactions, remove `.pytest_cache` and `frontend/dist` after tests/build before Git-safety, and verify authenticated push by remote-hash equality without printing or storing the token. For provider-search/preview-confirm hardening, use `references/vue-provider-preview-confirm-hardening.md`: Preview must not materialize provider/catalog instruments, Confirm is the write boundary, provider dedupe must preserve ISIN cross-listings by exchange/currency, cached CoinGecko URLs must be sanitized before DTO/DOM use, and independent re-review should focus on these exact failure modes. See `references/vue-cockpit-uat-preview-confirm-acceptance.md`.\\n- In FinanceManager Vue UI-system sprints, confusing design-system adoption with a template migration or feature sprint. Do not copy full Sakai/Vuestic templates or assets, do not expand Budget/import logic, and do not replace routes/API clients wholesale. Prefer incremental PrimeVue/Aura page refactors with visible user semantics around charts/tables, Vitest PrimeVue/jsdom setup, and full compile/test/build/secret/Git-safety verification. See `references/primevue-budget-ui-system.md`.\\n- Treating external Vue/finance-dashboard references as a license-free component source or as authorization for a new feature sprint. When the user provides reference apps, first produce a reference analysis, design matrix, small UI design system, layout sketch, and component hierarchy; then apply only controlled read-only UX improvements. Copy no code/assets/branding, keep Streamlit as Admin/Fallback if applicable, avoid normal-render API calls, and park budgeting/FIRE/forecast/goal modules as roadmap unless explicitly authorized. 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      "tool_call_id": "call_eZrHxHAeaydryTz0cbonLL2Y"
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      "content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n  hermes:\\n    tags: [testing, tdd, development, quality, red-green-refactor]\\n    related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n    attempts = 0\\n    def operation():\\n        nonlocal attempts\\n        attempts += 1\\n        if attempts < 3:\\n            raise Exception('fail')\\n        return 'success'\\n\\n    result = retry_operation(operation)\\n\\n    assert result == 'success'\\n    assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n    mock = MagicMock()\\n    mock.side_effect = [Exception(), Exception(), 'success']\\n    result = retry_operation(mock)\\n    assert result == 'success'  # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n    return a + b  # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n    result = a + b\\n    logging.info(f\\\"Adding {a} + {b} = {result}\\\")  # Extra!\\n    return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n    goal=\\\"Implement [feature] using strict TDD\\\",\\n    context=\\\"\\\"\\\"\\n    Follow test-driven-development skill:\\n    1. Write failing test FIRST\\n    2. Run test to verify it fails\\n    3. Write minimal code to pass\\n    4. Run test to verify it passes\\n    5. Refactor if needed\\n    6. Commit\\n\\n    Project test command: pytest tests/ -q\\n    Project structure: [describe relevant files]\\n    \\\"\\\"\\\",\\n    toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.\\n\\nNever fix bugs without a test.\\n\\n## Testing Anti-Patterns\\n\\n- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test\\n- **Testing implementation details** — test behavior/results, not internal method calls\\n- **Happy path only** — always test edge cases, errors, and boundaries\\n- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them\\n\\n## Final Rule\\n\\n```\\nProduction code → test exists and failed first\\nOtherwise → not TDD\\n```\\n\\nNo exceptions without the user's explicit permission.\\n\", \"path\": \"software-development/test-driven-development/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/test-driven-development\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"]}}}",
      "tool_call_id": "call_wQztnurwLUDxjnteDs6E85od"
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    {
      "role": "tool",
      "name": "skill_view",
      "content": "{\"success\": true, \"name\": \"github-pr-workflow\", \"description\": \"GitHub PR lifecycle: branch, commit, open, CI, merge.\", \"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"], \"content\": \"---\\nname: github-pr-workflow\\ndescription: \\\"GitHub PR lifecycle: branch, commit, open, CI, merge.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n  hermes:\\n    tags: [GitHub, Pull-Requests, CI/CD, Git, Automation, Merge]\\n    related_skills: [github-auth, github-code-review]\\n---\\n\\n# GitHub Pull Request Workflow\\n\\nComplete guide for managing the PR lifecycle. Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\nFor private HTTPS remotes where an agent must push with a token but PR creation may be blocked by token scope, see `references/private-repo-token-push-pr.md`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n  AUTH=\\\"gh\\\"\\nelse\\n  AUTH=\\\"git\\\"\\n  # Ensure we have a token for API calls\\n  if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n    if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n      GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n    elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n      GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n    fi\\n  fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\nIf the remote is HTTPS and interactive username/password prompts fail in an agent/non-TTY environment, use a temporary `GIT_ASKPASS` helper instead of embedding tokens in the remote URL. Keep the token in an environment variable, never echo it, and remove the helper after push/verification:\\n\\n```bash\\n# Ensure the askpass child process can see the token.\\nexport GITHUB_TOKEN\\nASKPASS=$(mktemp)\\ncat > \\\"$ASKPASS\\\" <<'SH'\\n#!/bin/sh\\ncase \\\"$1\\\" in\\n  *Username*) printf '%s\\\\n' x-access-token ;;\\n  *Password*) printf '%s\\\\n' \\\"$GITHUB_TOKEN\\\" ;;\\n  *) printf '\\\\n' ;;\\nesac\\nSH\\nchmod 700 \\\"$ASKPASS\\\"\\ntrap 'rm -f \\\"$ASKPASS\\\"' EXIT\\nGIT_ASKPASS=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git push -u origin HEAD\\n\\n# Optional authenticated remote-hash verification for private repos.\\nBRANCH=$(git branch --show-current)\\nLOCAL=$(git rev-parse HEAD)\\nREMOTE=$(GIT_ASKPASS=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git ls-remote origin \\\"refs/heads/$BRANCH\\\" | awk '{print $1}')\\ntest \\\"$LOCAL\\\" = \\\"$REMOTE\\\"\\n\\nrm -f \\\"$ASKPASS\\\"\\n```\\n\\nThe `export GITHUB_TOKEN` line is not cosmetic: `GIT_ASKPASS` executes as a child process, so a shell variable that is not exported will look empty and GitHub will reject the push as an invalid username/token even when token extraction succeeded.\\n\\nIf push succeeds through a temporary authenticated URL or helper but local `git status` still shows `ahead`, the tracking ref may simply be stale because later `ls-remote`/`fetch origin` was unauthenticated. Verify with an authenticated `git ls-remote` against the same branch, then update `refs/remotes/origin/<branch>` via an authenticated fetch. Treat push success and remote-hash equality as the source of truth; do not print token-bearing URLs or persist them as remotes.\\n\\nDo not set token-bearing remotes, print token values, or leave askpass scripts behind. Keep the temporary askpass file alive through every authenticated step, including `git ls-remote` remote-hash verification; deleting it immediately after `git push` makes the later verification fail even though the push succeeded. Prefer `trap 'rm -f \\\"$ASKPASS\\\"' EXIT` over early manual removal.\\n\\nWhen extracting a token from a local CSV/secret file for `GIT_ASKPASS`, select by token shape/prefix (`github_pat_` or `ghp_`) rather than by excluding strings that start with `github`. Fine-grained GitHub tokens intentionally start with `github_pat_`; skipping all `github*` values can silently pass an empty/wrong password and produce `Invalid username or token`. Inspect only row/column counts or token lengths/prefix classes, never the token value.\\n\\n**Important permission pitfall:** a token that can push via HTTPS is not guaranteed to have REST/GraphQL permission to create PRs. After push, verify local/remote hash equality first. If PR creation returns `403 Forbidden`, do not retry by printing or broadening token handling in chat; report the pushed branch and GitHub's `/pull/new/<branch>` URL so the user can create the PR manually or provide a token with the required repo/pull-request scope.\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n  --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n  --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n  -d \\\"{\\n    \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n    \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n    \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n    \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n  }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n    print(f\\\\\\\"  {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n    print(f\\\\\\\"  {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n  STATUS=$(curl -s \\\\\\n    -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n    https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n    | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n  echo \\\"Check $i: $STATUS\\\"\\n  if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n    break\\n  fi\\n  sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view <RUN_ID> --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n  | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n    print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=<run_id>\\ncurl -s -L \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n  -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add <fixed_files>\\ngit commit -m \\\"fix: resolve CI failure in <check_name>\\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=<number>\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n  -d \\\"{\\n    \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n    \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n  }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n  | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/graphql \\\\\\n  -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/private-repo-token-push-pr.md\", \"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}",
      "tool_call_id": "call_N5ZtsXMgtXbVM37raoLhGYwb"
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      "role": "tool",
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      "content": "{\"success\": true, \"name\": \"vue-primevue-dashboard-migration\", \"description\": \"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\", \"tags\": [\"vue\", \"primevue\", \"vite\", \"ui-migration\", \"dashboard\", \"frontend\", \"charts\", \"responsive\"], \"related_skills\": [\"test-driven-development\", \"requesting-code-review\", \"popular-web-designs\", \"claude-design\"], \"content\": \"---\\nname: vue-primevue-dashboard-migration\\ndescription: \\\"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos]\\nmetadata:\\n  hermes:\\n    tags: [vue, primevue, vite, ui-migration, dashboard, frontend, charts, responsive]\\n    related_skills: [test-driven-development, requesting-code-review, popular-web-designs, claude-design]\\n---\\n\\n# Vue + PrimeVue Dashboard UI Migration\\n\\n## When to Use\\n\\nUse this skill when migrating an existing Vue/Vite dashboard to a more professional component system, especially PrimeVue/Aura, while preserving existing routes, API clients, and business logic.\\n\\nTypical triggers:\\n- \\\"Make the dashboard look professional / modern / light / compact\\\"\\n- \\\"Migrate to PrimeVue / Aura / Sakai style\\\"\\n- \\\"Refactor UI only; no backend changes\\\"\\n- \\\"Unify app shell/sidebar/mobile nav\\\"\\n- \\\"Convert tables, filters, dialogs, badges, and charts to PrimeVue\\\"\\n- \\\"Keep existing FastAPI/Vue structure, no Big-Bang rewrite\\\"\\n\\n## Core Rules\\n\\n1. **UI-only means UI-only.** Do not add domain features, providers, import engines, or backend business logic unless strictly required for API compatibility.\\n2. **No template copy-paste.** Use Sakai/Aura/Vuestic as design inspiration; do not import whole templates, foreign assets, or example code blindly.\\n3. **Preserve routes and API clients first.** Refactor components behind the same route paths and data contracts.\\n4. **Light theme default.** Use calm finance colors, bright surfaces, compact density, modest radius, subtle shadows.\\n5. **Shared components before many page edits.** Create reusable wrappers so every page does not invent its own cards, badges, tables, dialogs, and headers.\\n6. **TDD and interaction tests.** Add tests before implementation for shell navigation, page rendering, DataTables, selection, dialogs/drawers, and chart data.\\n7. **Verify bundle impact.** PrimeVue/Chart.js can grow bundles; use route-based lazy imports and document remaining large chunks.\\n8. **No secrets/runtime data.** Never commit `.env`, runtime DBs, build caches, real data, API keys, or provider credentials.\\n\\n## Recommended Migration Sequence\\n\\n### 1. Baseline and Safety\\n\\n- Check branch, working tree, existing UI-framework commit, and running dashboard health.\\n- Inventory current Vue pages/components and dark-mode class usage.\\n- Confirm dependencies and licenses: `primevue`, `@primeuix/themes`, `primeicons`, `chart.js` are MIT at time of writing.\\n- Document the framework decision and integration approach.\\n\\n### 2. RED Tests First\\n\\nAdd tests that fail before the migration:\\n- App shell renders light UI and new navigation groups.\\n- Mobile navigation still exists.\\n- Shared components exist and render.\\n- Critical routes are lazy-loaded.\\n- Budget/finance pages render PrimeVue DataTables/Charts where expected.\\n- Old dark user-dashboard classes are absent from migrated pages.\\n- Low-contrast light-theme conflicts are absent from user pages and shared finance components: scan not only Tailwind classes (`text-white`, `text-slate-100/200/300`, pale status text, dark surfaces) but also scoped raw CSS color/background pairs from the previous dark theme.\\n- Dialogs/drawers can open, close, and reopen, including reopening the same selected row/card.\\n\\n### 3. Global PrimeVue Setup\\n\\nIn `main.ts`:\\n- Register PrimeVue with Aura via `@primeuix/themes/aura`.\\n- Register Chart.js elements once if using PrimeVue Chart.\\n- Import `primeicons/primeicons.css` and the project stylesheet.\\n\\nPrefer local component imports inside pages instead of registering every PrimeVue component globally.\\n\\n### 4. Shared UI Components\\n\\nCreate a class-level UI kit, usually under `src/components/ui/`:\\n- `PageHeader`\\n- `KpiCard`\\n- `StatusBadge`\\n- `DataQualityBadge`\\n- `FilterToolbar`\\n- `PrimeDataTable`\\n- `MoneyValue`\\n- `PercentValue`\\n- `EmptyState`\\n- `ConfirmDialog`\\n- `DetailDialog` or `DetailDrawer`\\n- `ChartPanel`\\n- `ActionToolbar`\\n- `SectionCard`\\n- `LoadingState`\\n- `ErrorState`\\n\\nKeep wrappers thin. They should standardize density, tone, and layout, not hide PrimeVue so deeply that page code becomes opaque.\\n\\n### 5. App Shell and Navigation\\n\\nMigrate the shell first:\\n- Light background, white sidebar, subtle borders/shadows.\\n- De-emphasize technical runtime/provider notes.\\n- Group User Mode navigation by job-to-be-done: Command Center, Portfolio, Crypto, Budget, Transactions, Analysis, Reports.\\n- Keep Admin/Debug separate from the main User flow.\\n- Keep mobile bottom nav, but align it with the new route grouping.\\n\\n### 6. Page Migration Pattern\\n\\nFor each page:\\n1. Keep the route and API calls unchanged.\\n2. Replace native/dark cards with `Card`/`SectionCard`.\\n3. Replace tables with `DataTable` + `Column` where useful.\\n4. Replace status text with `Tag`/`StatusBadge`.\\n5. Replace ad hoc filters with `Toolbar`, `Select`, `MultiSelect`, `InputText`, `DatePicker`.\\n6. Replace side panels/details with `Dialog`/`Drawer` and explicit state transitions.\\n7. Add or preserve mobile card lists where DataTable is too dense.\\n8. Ensure disabled/incomplete actions are visually disabled and do not fire.\\n\\n### 7. Charts\\n\\nUse PrimeVue Chart / Chart.js for standard finance charts:\\n- Bar/horizontal bar for budget-vs-actual.\\n- Doughnut for category or asset allocation.\\n- Line or combined bar/line for monthly comparisons.\\n\\nKeep charts compact and responsive. Add visible labels or adjacent ranking lists so tests and accessibility do not depend only on canvas pixels.\\n\\n### 8. Bundle / Code Splitting\\n\\n- Convert route components from static imports to lazy imports: `const Page = () => import('@/pages/Page.vue')`.\\n- Rebuild and inspect Vite output.\\n- Document large chunks such as `datatable`, `tag`, `dialog`, and Chart.js rather than over-optimizing prematurely.\\n- If warnings remain, consider lazy-loading chart-heavy pages/components.\\n\\n## Verification Checklist\\n\\nRun before commit:\\n- Python compile if repo includes backend Python.\\n- Backend tests if API-backed dashboard.\\n- Frontend tests.\\n- Frontend build.\\n- Source/staged secret scan.\\n- Frontend build secret scan.\\n- Git safety tests if present.\\n- `git diff --check`.\\n- Browser or HTTP route sanity for critical dashboard routes.\\n- Visual contrast sanity on the pages the user called out, using screenshots/vision when available; route `200` alone is not enough for a contrast bug.\\n- For any user-reported unreadable value, write a focused RED test against the shared component/value line that renders it, verify the failure, then change the central token/class and rerun the targeted test plus build.\\n- Independent code review via `requesting-code-review` for multi-file migrations; specifically ask reviewers to inspect scoped CSS/raw colors, not just class names.\\n\\n## Common Pitfalls\\n\\n- **Watcher/object identity modal bug:** If a dialog opens via `selected = row`, closing the dialog but leaving `selected` unchanged can prevent reopening the same row. 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      "finish_reason": "tool_calls",
      "reasoning_content": "**Troubleshooting file search**\n\nI'm trying to search through the files and I notice that searching for \"pycache\" yields no results. Is it possible the content search is set to ignore certain files? Maybe I can use the terminal for a command like `rg`, but the developer suggests using `search_files` instead, which seems to be failing. I wonder if I should stick with the terminal approach, even though it seems like this might only be for scripts and not for grepping.",
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      "content": "{\"status\": \"error\", \"output\": \"\\n--- /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/db/schema.py\\n\\n--- stderr ---\\nTraceback (most recent call last):\\n  File \\\"/tmp/hermes_sandbox_f4mrm3ik/script.py\\\", line 5, in <module>\\n    print('\\\\n'.join(p.read_text().splitlines()[:120]))\\n                    ^^^^^^^^^^^^^\\n  File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/pathlib.py\\\", line 1058, in read_text\\n    with self.open(mode='r', encoding=encoding, errors=errors) as f:\\n         ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n  File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/pathlib.py\\\", line 1044, in open\\n    return io.open(self, mode, buffering, encoding, errors, newline)\\n           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nFileNotFoundError: [Errno 2] No such file or directory: '/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/db/schema.py'\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23, \"error\": \"Traceback (most recent call last):\\n  File \\\"/tmp/hermes_sandbox_f4mrm3ik/script.py\\\", line 5, in <module>\\n    print('\\\\n'.join(p.read_text().splitlines()[:120]))\\n                    ^^^^^^^^^^^^^\\n  File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/pathlib.py\\\", line 1058, in read_text\\n    with self.open(mode='r', encoding=encoding, errors=errors) as f:\\n         ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n  File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/pathlib.py\\\", line 1044, in open\\n    return io.open(self, mode, buffering, encoding, errors, newline)\\n           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nFileNotFoundError: [Errno 2] No such file or directory: '/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/db/schema.py'\\n\"}",
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      ]
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      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"api/routers/budget.py\\nbudget/__init__.py\\nbudget/excel_seed.py\\nservices/budget_accounts.py\\nservices/budget_analytics.py\\nservices/budget_analytics_v2.py\\nservices/budget_categories.py\\nservices/budget_cleanup.py\\nservices/budget_common.py\\nservices/budget_csv_imports.py\\nservices/budget_data_explorer.py\\nservices/budget_imports.py\\nservices/budget_overview.py\\nservices/budget_planning.py\\nservices/budget_plans.py\\nservices/budget_seed_review.py\\nservices/budget_transactions.py\\nstorage/database.py\\nstorage/migrations.py\\nstorage/schema.py\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|INITIAL_SCHEMA_SQL = \\\"\\\\nCREATE TABLE IF NOT EXISTS schema_migrations (\\\\n    version INTEGER PRIMARY KEY,\\\\n    name TEXT NOT NULL,\\\\n    applied_at TEXT NOT NULL,\\\\n    checksum TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS platforms (\\\\n    platform_id TEXT PRIMARY KEY,\\\\n    name TEXT NOT NULL UNIQUE,\\\\n    platform_type TEXT NOT NULL,\\\\n    country TEXT,\\\\n    default_currency TEXT NOT NULL DEFAULT 'CHF',\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS accounts (\\\\n    account_id TEXT PRIMARY KEY,\\\\n    platform_id TEXT NOT NULL REFERENCES platforms(platform_id),\\\\n    account_name TEXT NOT NULL,\\\\n    account_type TEXT NOT NULL,\\\\n    currency TEXT NOT NULL DEFAULT 'CHF',\\\\n    performance_included INTEGER NOT NULL DEFAULT 1,\\\\n    is_health_reserve INTEGER NOT NULL DEFAULT 0,\\\\n    target_cash_min_chf NUMERIC,\\\\n    target_cash_max_chf NUMERIC,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT,\\\\n    UNIQUE(platform_id, account_name)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS instruments (\\\\n    instrument_id TEXT PRIMARY KEY,\\\\n    asset_class TEXT NOT NULL,\\\\n    name TEXT NOT NULL,\\\\n    ticker TEXT,\\\\n    isin TEXT,\\\\n    exchange TEXT,\\\\n    currency TEXT NOT NULL,\\\\n    country TEXT,\\\\n    sector TEXT,\\\\n    industry TEXT,\\\\n    provider_symbol TEXT,\\\\n    data_provider_primary TEXT,\\\\n    position_category TEXT,\\\\n    ter TEXT,\\\\n    distribution_policy TEXT,\\\\n    index_name TEXT,\\\\n    fund_domicile TEXT,\\\\n    benchmark TEXT,\\\\n    data_provider_fallback TEXT,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS transactions (\\\\n    transaction_id TEXT PRIMARY KEY,\\\\n    transaction_type TEXT NOT NULL,\\\\n    account_id TEXT NOT NULL REFERENCES accounts(account_id),\\\\n    instrument_id TEXT REFERENCES instruments(instrument_id),\\\\n    trade_date TEXT N... [truncated]\\n     2|\\n     3|REQUIRED_TABLES = [\\n     4|    \\\"schema_migrations\\\", \\\"platforms\\\", \\\"accounts\\\", \\\"instruments\\\", \\\"transactions\\\",\\n     5|    \\\"positions_snapshot\\\", \\\"cash_balances\\\", \\\"fx_rates\\\", \\\"market_prices\\\",\\n     6|    \\\"crypto_wallets\\\", \\\"crypto_assets\\\", \\\"crypto_holdings\\\", \\\"crypto_transactions\\\",\\n     7|    \\\"crypto_prices\\\", \\\"watchlist\\\", \\\"reports\\\", \\\"alerts\\\", \\\"audit_log\\\",\\n     8|    \\\"import_sessions\\\", \\\"decision_journal\\\", \\\"instrument_mappings\\\",\\n     9|    \\\"platform_account_mappings\\\", \\\"broker_import_dry_runs\\\",\\n    10|]\\n    11|\", \"total_lines\": 10, \"file_size\": 12653, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import hashlib\\n     4|from datetime import datetime, timezone\\n     5|from sqlite3 import Connection\\n     6|\\n     7|from .schema import INITIAL_SCHEMA_SQL\\n     8|\\n     9|MIGRATION_VERSION = 29\\n    10|MIGRATION_NAME = \\\"029_budget_planning_forecast_v1\\\"\\n    11|\\n    12|INSTRUMENT_OPTIONAL_COLUMNS = {\\n    13|    \\\"position_category\\\": \\\"TEXT\\\",\\n    14|    \\\"ter\\\": \\\"TEXT\\\",\\n    15|    \\\"distribution_policy\\\": \\\"TEXT\\\",\\n    16|    \\\"index_name\\\": \\\"TEXT\\\",\\n    17|    \\\"fund_domicile\\\": \\\"TEXT\\\",\\n    18|    \\\"benchmark\\\": \\\"TEXT\\\",\\n    19|    \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n    20|    \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n    21|    \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n    22|    \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n    23|    \\\"trading_currency\\\": \\\"TEXT\\\",\\n    24|    \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n    25|    \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n    26|    \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n    27|    \\\"split_or_corporate_action_review_required\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n    28|}\\n    29|\\n    30|CATALOG_OPTIONAL_COLUMNS = {\\n    31|    \\\"last_price\\\": \\\"TEXT\\\",\\n    32|    \\\"price_currency\\\": \\\"TEXT\\\",\\n    33|    \\\"price_date\\\": \\\"TEXT\\\",\\n    34|    \\\"price_source\\\": \\\"TEXT\\\",\\n    35|    \\\"exchange_name\\\": \\\"TEXT\\\",\\n    36|    \\\"mic\\\": \\\"TEXT\\\",\\n    37|    \\\"security_type\\\": \\\"TEXT\\\",\\n    38|}\\n    39|\\n    40|TEXT_AFFINITY_COLUMNS = {\\n    41|    \\\"transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_original\\\", \\\"tax_original\\\", \\\"net_amount_original\\\", \\\"fx_rate_to_chf\\\", \\\"gross_amount_chf\\\", \\\"fee_chf\\\", \\\"tax_chf\\\", \\\"net_amount_chf\\\"},\\n    42|    \\\"crypto_holdings\\\": {\\\"quantity\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n    43|    \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n    44|    \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n    45|    \\\"fx_rates\\\": {\\\"rate\\\"},\\n    46|    \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n    47|}\\n    48|\\n    49|\\n    50|def utc_now() -> str:\\n    51|    return datetime.now(timezone.utc).isoformat()\\n    52|\\n    53|\\n    54|def checksum_sql(sql: str) -> str:\\n    55|    return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n    56|\\n    57|\\n    58|def get_schema_version(conn: Connection) -> int:\\n    59|    row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n    60|    return int(row[\\\"version\\\"] or 0) if row else 0\\n    61|\\n    62|\\n    63|def _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n    64|    return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n    65|\\n    66|\\n    67|def _add_missing_instrument_columns(conn: Connection) -> None:\\n    68|    existing = _table_columns(conn, \\\"instruments\\\")\\n    69|    for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\\n    70|        if name not in existing:\\n    71|            conn.execute(f\\\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\\\")\\n    72|\\n    73|\\n    74|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\\n    75|    cols = conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()\\n    76|    if not cols:\\n    77|        return\\n    78|    needs_rebuild = any(row[\\\"name\\\"] in text_columns and (row[\\\"type\\\"] or \\\"\\\").upper() != \\\"TEXT\\\" for row in cols)\\n    79|    if not needs_rebuild:\\n    80|        return\\n    81|    tmp = f\\\"{table}__text_migration\\\"\\n    82|    col_defs: list[str] = []\\n    83|    pk_cols = [row[\\\"name\\\"] for row in cols if row[\\\"pk\\\"]]\\n    84|    for row in cols:\\n    85|        name = row[\\\"name\\\"]\\n    86|        col_type = \\\"TEXT\\\" if name in text_columns else (row[\\\"type\\\"] or \\\"TEXT\\\")\\n    87|        parts = [name, col_type]\\n    88|        if row[\\\"pk\\\"] and len(pk_cols) == 1:\\n    89|            parts.append(\\\"PRIMARY KEY\\\")\\n    90|        if row[\\\"notnull\\\"]:\\n    91|            parts.append(\\\"NOT NULL\\\")\\n    92|        if row[\\\"dflt_value\\\"] is not None:\\n    93|            parts.append(f\\\"DEFAULT {row['dflt_value']}\\\")\\n    94|        col_defs.append(\\\" \\\".join(parts))\\n    95|    if len(pk_cols) > 1:\\n    96|        col_defs.append(\\\"PRIMARY KEY (\\\" + \\\", \\\".join(pk_cols) + \\\")\\\")\\n    97|    conn.execute(f\\\"DROP TABLE IF EXISTS {tmp}\\\")\\n    98|    conn.execute(f\\\"CREATE TABLE {tmp} (\\\" + \\\", \\\".join(col_defs) + \\\")\\\")\\n    99|    names = [row[\\\"name\\\"] for row in cols]\\n   100|    select_exprs = [f\\\"CAST({name} AS TEXT)\\\" if name in text_columns else name for name in names]\\n   101|    conn.execute(f\\\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\\\")\\n   102|    conn.execute(f\\\"DROP TABLE {table}\\\")\\n   103|    conn.execute(f\\\"ALTER TABLE {tmp} RENAME TO {table}\\\")\\n   104|    if table == \\\"crypto_holdings\\\":\\n   105|        conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\\\")\\n   106|\\n   107|\\n   108|def _add_missing_columns(conn: Connection, table: str, columns: dict[str, str]) -> None:\\n   109|    existing = _table_columns(conn, table)\\n   110|    for name, col_type in columns.items():\\n   111|        if name not in existing:\\n   112|            conn.execute(f\\\"ALTER TABLE {table} ADD COLUMN {name} {col_type}\\\")\\n   113|\\n   114|\\n   115|def _create_broker_bank_mapping_tables(conn: Connection) -> None:\\n   116|    conn.executescript(\\n   117|        \\\"\\\"\\\"\\n   118|        CREATE TABLE IF NOT EXISTS instrument_mappings (\\n   119|            mapping_id TEXT PRIMARY KEY,\\n   120|            source_name TEXT,\\n   121|            source_platform TEXT NOT NULL,\\n   122|            source_account TEXT,\\n   123|            source_label TEXT NOT NULL,\\n   124|            normalized_name TEXT NOT NULL,\\n   125|            isin TEXT,\\n   126|            ticker TEXT,\\n   127|            exchange TEXT,\\n   128|            currency TEXT,\\n   129|            asset_class TEXT NOT NULL DEFAULT 'other',\\n   130|            source_instrument_name TEXT,\\n   131|            source_isin TEXT,\\n   132|            source_ticker TEXT,\\n   133|            source_exchange TEXT,\\n   134|            source_currency TEXT,\\n   135|            instrument_id TEXT REFERENCES instruments(instrument_id),\\n   136|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   137|            confidence TEXT NOT NULL DEFAULT '0',\\n   138|            quality_flags_json TEXT,\\n   139|            notes TEXT,\\n   140|            created_at TEXT NOT NULL,\\n   141|            updated_at TEXT\\n   142|        );\\n   143|\\n   144|        CREATE TABLE IF NOT EXISTS platform_account_mappings (\\n   145|            mapping_id TEXT PRIMARY KEY,\\n   146|            source_name TEXT,\\n   147|            source_platform TEXT NOT NULL,\\n   148|            source_platform_label TEXT,\\n   149|            source_account_label TEXT NOT NULL,\\n   150|            normalized_platform TEXT NOT NULL,\\n   151|            normalized_account_name TEXT NOT NULL,\\n   152|            source_account_type TEXT,\\n   153|            account_type TEXT NOT NULL DEFAULT 'other',\\n   154|            source_currency TEXT,\\n   155|            currency TEXT,\\n   156|            platform_id TEXT REFERENCES platforms(platform_id),\\n   157|            account_id TEXT REFERENCES accounts(account_id),\\n   158|            internal_platform_id TEXT REFERENCES platforms(platform_id),\\n   159|            internal_account_id TEXT REFERENCES accounts(account_id),\\n   160|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   161|            quality_flags_json TEXT,\\n   162|            notes TEXT,\\n   163|            created_at TEXT NOT NULL,\\n   164|            updated_at TEXT\\n   165|        );\\n   166|\\n   167|        CREATE TABLE IF NOT EXISTS broker_import_dry_runs (\\n   168|            dry_run_id TEXT PRIMARY KEY,\\n   169|            source_name TEXT,\\n   170|            source_platform TEXT NOT NULL,\\n   171|            source_file_label TEXT,\\n   172|            source_file_type TEXT NOT NULL,\\n   173|            source_hash TEXT,\\n   174|            source_filename_hash TEXT,\\n   175|            detected_snapshot_date TEXT,\\n   176|            snapshot_date_status TEXT NOT NULL DEFAULT 'missing',\\n   177|            detected_sections_json TEXT NOT NULL,\\n   178|            field_coverage_json TEXT,\\n   179|            rows_total INTEGER NOT NULL DEFAULT 0,\\n   180|            rows_position_candidates INTEGER NOT NULL DEFAULT 0,\\n   181|            rows_cash_candidates INTEGER NOT NULL DEFAULT 0,\\n   182|            candidate_positions INTEGER NOT NULL DEFAULT 0,\\n   183|            candidate_cash_rows INTEGER NOT NULL DEFAULT 0,\\n   184|            mapped_positions INTEGER NOT NULL DEFAULT 0,\\n   185|            blocked_positions INTEGER NOT NULL DEFAULT 0,\\n   186|            warnings_count INTEGER NOT NULL DEFAULT 0,\\n   187|            errors_count INTEGER NOT NULL DEFAULT 0,\\n   188|            quality_flags_json TEXT NOT NULL,\\n   189|            summary_json TEXT NOT NULL DEFAULT '{}',\\n   190|            created_at TEXT NOT NULL,\\n   191|            notes TEXT\\n   192|        );\\n   193|        \\\"\\\"\\\"\\n   194|    )\\n   195|    _add_missing_columns(conn, \\\"instrument_mappings\\\", {\\n   196|        \\\"source_name\\\": \\\"TEXT\\\",\\n   197|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   198|        \\\"source_account\\\": \\\"TEXT\\\",\\n   199|        \\\"source_label\\\": \\\"TEXT\\\",\\n   200|        \\\"normalized_name\\\": \\\"TEXT\\\",\\n   201|        \\\"isin\\\": \\\"TEXT\\\",\\n   202|        \\\"ticker\\\": \\\"TEXT\\\",\\n   203|        \\\"exchange\\\": \\\"TEXT\\\",\\n   204|        \\\"currency\\\": \\\"TEXT\\\",\\n   205|        \\\"asset_class\\\": \\\"TEXT DEFAULT 'other'\\\",\\n   206|        \\\"confidence\\\": \\\"TEXT DEFAULT '0'\\\",\\n   207|    })\\n   208|    _add_missing_columns(conn, \\\"platform_account_mappings\\\", {\\n   209|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   210|        \\\"normalized_platform\\\": \\\"TEXT\\\",\\n   211|        \\\"normalized_account_name\\\": \\\"TEXT\\\",\\n   212|        \\\"account_type\\\": \\\"TEXT DEFAULT 'other'\\\",\\n   213|        \\\"currency\\\": \\\"TEXT\\\",\\n   214|        \\\"internal_platform_id\\\": \\\"TEXT\\\",\\n   215|        \\\"internal_account_id\\\": \\\"TEXT\\\",\\n   216|    })\\n   217|    _add_missing_columns(conn, \\\"broker_import_dry_runs\\\", {\\n   218|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   219|        \\\"source_filename_hash\\\": \\\"TEXT\\\",\\n   220|        \\\"detected_snapshot_date\\\": \\\"TEXT\\\",\\n   221|        \\\"snapshot_date_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n   222|        \\\"candidate_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   223|        \\\"candidate_cash_rows\\\": \\\"INTEGER DEFAULT 0\\\",\\n   224|        \\\"mapped_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   225|        \\\"blocked_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   226|        \\\"warnings_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n   227|        \\\"errors_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n   228|        \\\"summary_json\\\": \\\"TEXT DEFAULT '{}'\\\",\\n   229|        \\\"session_status\\\": \\\"TEXT DEFAULT 'active'\\\",\\n   230|        \\\"is_current\\\": \\\"INTEGER DEFAULT 0\\\",\\n   231|        \\\"archived_at\\\": \\\"TEXT\\\",\\n   232|        \\\"discarded_at\\\": \\\"TEXT\\\",\\n   233|    })\\n   234|\\n   235|\\n   236|def _create_broker_import_review_items(conn: Connection) -> None:\\n   237|    conn.executescript(\\n   238|        \\\"\\\"\\\"\\n   239|        CREATE TABLE IF NOT EXISTS broker_import_review_items (\\n   240|            review_item_id TEXT PRIMARY KEY,\\n   241|            dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n   242|            source_platform TEXT NOT NULL,\\n   243|            source_file_type TEXT NOT NULL,\\n   244|            source_row_ref TEXT NOT NULL,\\n   245|            row_hash TEXT NOT NULL,\\n   246|            source_label TEXT,\\n   247|            normalized_name TEXT,\\n   248|            detected_asset_class TEXT,\\n   249|            detected_currency TEXT,\\n   250|            detected_quantity_present INTEGER NOT NULL DEFAULT 0,\\n   251|            detected_market_value_present INTEGER NOT NULL DEFAULT 0,\\n   252|            isin TEXT,\\n   253|            ticker TEXT,\\n   254|            exchange TEXT,\\n   255|            mapped_instrument_id TEXT REFERENCES instruments(instrument_id),\\n   256|            mapped_account_id TEXT REFERENCES accounts(account_id),\\n   257|            quality_flags_json TEXT NOT NULL,\\n   258|            review_status TEXT NOT NULL DEFAULT 'open',\\n   259|            reviewer_note TEXT,\\n   260|            created_at TEXT NOT NULL,\\n   261|\", \"total_lines\": 1180, \"file_size\": 57133, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 1180 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_XsGQ6Zv2EfQ0gYv7yd7mHeKz"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Locating budget table**\n\nI need to figure out how to create a budget table using the execute_code function. It seems like I might have to adjust my approach to streamline the process. First, I’ll look for the right execution commands to make this happen. It’s all about finding the simplest way to get the budget table set up, so I’ll focus on that without getting too caught up in unnecessary complexities. Let's see what I can find!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Locating budget table**\n\nI need to figure out how to create a budget table using the execute_code function. It seems like I might have to adjust my approach to streamline the process. First, I’ll look for the right execution commands to make this happen. It’s all about finding the simplest way to get the budget table set up, so I’ll focus on that without getting too caught up in unnecessary complexities. Let's see what I can find!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqDCS7GwQy5tUYgbBeUSgQ6a7fhpKhnUVP1C8AB90neGgQ68Vop1s300hk4msEmz_li_Hzfd0iB_ynLE8xZK6nlU83OTyKR8iG1DBn21H1bukmrmd58GSu9a-ltZxkUGxoQTBwf3cNLEbVufeHxveKftPQ2ZJL9r66muqVmKHz5u8LkpZMhIPS3XZDT8hyHusNOuH-yehuiIZiorY8pi8yauuVTbatxjd1hDvZvXNR9MwfoB8a5cJBHa00FlFIAJ0iIq1XXIpnl24PJEfA5lVQC82PvOnwEFMa5sGJrU0aF3_QEQOQeF3hB4G5OrPORFMbY2cuqe3gnJu5Y9yJ4k-XzbPRD7LkfykP1Z8hIAoZX8SkMkmcZoDxArSxUp3aJ1AkFj_5boE-inJLCsp2yDopROf26EAlKcS6awBOFxp-y0wiCvhgZiaPIYfgvGNOjxeH6qjEd5WHRgP8xScV5idW-T6qnPTNL_PNvVOsawqUg03sZeQhuyAQX5RWO-drw8a3ZceHwpLhYzviEtVE2oin53ZuxbAk8nNEYJEk1qjPIhivU16no6SSl6e24Cl9VXY0AoLDu0Jh9VOwL6lYstjCEukMbD1bpFuY5r1lEaZw-MHRiyxP98H2yb0zhHbctIRSjgp9ha3udzWXlnJ_LvfdC0ma0V4x73Ue0Tv4_ItPwxLtLfqdMLRkKsEM14cjBIMk1M875eUPKnDgxAFsDnp_4FA-wMUY4ipLeYvFEpTUYJVzbfI0YtEWoi_j1Xe5w9Kvvie8GqemR9XG9xPy5GAJpIyHN15GlVAU_1ar1-42-SGtZ9oZCpn-NfhLZcLyuaT4fNoQu_L8ZOgJLGd9iLokmAqQBwX0W9xtsTYbAHy9SpPCDY_zYspZ6uaK815cpvX2HMW5E_0Fa9D2NtpaxOmrrWkEkqempPVuq0rDgphVhHQIWYVMrWS8EPDjeWWzUIy_grIYYXFU6AUpj4CiqmdGO72fcNqBviyewHCSW2axSM7dXsE=",
          "id": "rs_08efd988e539badb016a0c24b82bd081918ed46a96a84c6c26",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Locating budget table**\n\nI need to figure out how to create a budget table using the execute_code function. It seems like I might have to adjust my approach to streamline the process. First, I’ll look for the right execution commands to make this happen. It’s all about finding the simplest way to get the budget table set up, so I’ll focus on that without getting too caught up in unnecessary complexities. Let's see what I can find!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_zjlptTi5qyjwFHFS2MRlIeKR",
          "call_id": "call_zjlptTi5qyjwFHFS2MRlIeKR",
          "response_item_id": "fc_08efd988e539badb016a0c24bb0fe881918011917d9e0ee257",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py')\\ns=p.read_text()\\nfor term in ['budget_transactions','budget_transaction_candidates','budget_merchants','budget_rules','budget_category_baselines']:\\n i=s.find(term)\\n print('\\\\nTERM',term,'at',i)\\n print(s[i-500:i+900] if i!=-1 else 'not found')\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\nTERM budget_transactions at 23271\\nNDEX IF NOT EXISTS idx_budget_categories_parent ON budget_categories(parent_category_id);\\n        CREATE INDEX IF NOT EXISTS idx_budget_categories_active ON budget_categories(is_active);\\n\\n        CREATE TABLE IF NOT EXISTS budget_tags (\\n            tag_id TEXT PRIMARY KEY,\\n            name TEXT NOT NULL UNIQUE,\\n            color TEXT,\\n            is_active INTEGER NOT NULL DEFAULT 1,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n\\n        CREATE TABLE IF NOT EXISTS budget_transactions (\\n            budget_transaction_id TEXT PRIMARY KEY,\\n            account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),\\n            transaction_type TEXT NOT NULL CHECK(transaction_type IN ('income','expense','transfer','refund','fee','adjustment','reversal')),\\n            transaction_date TEXT NOT NULL,\\n            booking_date TEXT,\\n            description TEXT NOT NULL,\\n            payee TEXT,\\n            merchant_id TEXT,\\n            amount_original TEXT NOT NULL,\\n            currency_original TEXT NOT NULL,\\n            fx_rate_to_chf TEXT,\\n            amount_chf TEXT,\\n            fx_status TEXT NOT NULL CHECK(fx_status IN ('not_needed','ok','missing','manual_override','estimated')),\\n            category_id TEXT REFERENCES budget_categories(category_id),\\n            status TEXT NOT NULL CHECK(status IN ('draft','confirmed','reversed','archived'))\\n\\nTERM budget_transaction_candidates at 32323\\nd_name\\\": \\\"TEXT\\\",\\n        \\\"proposed_period_type\\\": \\\"TEXT\\\",\\n        \\\"proposed_amount_text\\\": \\\"TEXT\\\",\\n        \\\"currency\\\": \\\"TEXT DEFAULT 'CHF'\\\",\\n        \\\"confidence\\\": \\\"TEXT DEFAULT '0'\\\",\\n        \\\"requires_review\\\": \\\"INTEGER DEFAULT 1\\\",\\n        \\\"status\\\": \\\"TEXT DEFAULT 'pending'\\\",\\n        \\\"notes\\\": \\\"TEXT\\\",\\n        \\\"created_at\\\": \\\"TEXT\\\",\\n        \\\"updated_at\\\": \\\"TEXT\\\",\\n    })\\n\\n\\n\\ndef _create_budget_phase14_tables(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS budget_transaction_candidates (\\n            transaction_candidate_id TEXT PRIMARY KEY,\\n            source_file_label TEXT NOT NULL,\\n            source_row_or_range TEXT,\\n            source_type TEXT NOT NULL DEFAULT 'csv_seed',\\n            transaction_date TEXT,\\n            description TEXT NOT NULL,\\n            merchant TEXT,\\n            amount_original TEXT,\\n            currency_original TEXT NOT NULL DEFAULT 'CHF',\\n            proposed_category_id TEXT REFERENCES budget_categories(category_id),\\n            proposed_category_name TEXT,\\n            duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),\\n            confidence TEXT NOT NULL DEFAULT '0',\\n            requires_review INTEGER NOT NULL DEFAULT 1,\\n            status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','needs_review','ignored','confirmed','duplicate')),\\n            notes TE\\n\\nTERM budget_merchants at 52598\\nype\\\": \\\"TEXT NOT NULL DEFAULT 'internal_transfer'\\\",\\n    })\\n    _add_missing_columns(conn, \\\"budget_transaction_candidates\\\", {\\n        \\\"merchant_id\\\": \\\"TEXT\\\",\\n        \\\"merchant_display_name\\\": \\\"TEXT\\\",\\n        \\\"status_label\\\": \\\"TEXT\\\",\\n    })\\n    _add_missing_columns(conn, \\\"budget_review_rules\\\", {\\n        \\\"priority\\\": \\\"INTEGER NOT NULL DEFAULT 100\\\",\\n        \\\"confidence\\\": \\\"TEXT NOT NULL DEFAULT '0.82'\\\",\\n        \\\"notes\\\": \\\"TEXT\\\",\\n    })\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS budget_merchants (\\n            merchant_id TEXT PRIMARY KEY,\\n            display_name TEXT NOT NULL,\\n            normalized_name TEXT NOT NULL,\\n            default_category_id TEXT REFERENCES budget_categories(category_id),\\n            is_active INTEGER NOT NULL DEFAULT 1,\\n            notes TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE UNIQUE INDEX IF NOT EXISTS idx_budget_merchants_normalized ON budget_merchants(normalized_name);\\n        CREATE INDEX IF NOT EXISTS idx_budget_merchants_active ON budget_merchants(is_active);\\n\\n        CREATE TABLE IF NOT EXISTS budget_merchant_aliases (\\n            alias_id TEXT PRIMARY KEY,\\n            merchant_id TEXT NOT NULL REFERENCES budget_merchants(merchant_id),\\n            pattern TEXT NOT NULL,\\n            match_type TEXT NOT NULL DEFAULT 'contains' CHECK(match_type IN ('contains','exact','regex\\n\\nTERM budget_rules at -1\\nnot found\\n\\nTERM budget_category_baselines at 54406\\nrchant_aliases(is_active, priority);\\n        \\\"\\\"\\\"\\n    )\\n\\n\\n\\ndef _create_budget_categories_ux_fix_tables(conn: Connection) -> None:\\n    _add_missing_columns(conn, \\\"budget_plan_items\\\", {\\\"sort_order\\\": \\\"INTEGER NOT NULL DEFAULT 999\\\"})\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_budget_plan_items_sort ON budget_plan_items(is_active, sort_order, name)\\\")\\n\\n\\ndef _create_budget_planning_forecast_v1_tables(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS budget_category_baselines (\\n            baseline_id TEXT PRIMARY KEY,\\n            category_id TEXT NOT NULL REFERENCES budget_categories(category_id),\\n            year TEXT NOT NULL,\\n            month TEXT,\\n            amount_text TEXT NOT NULL,\\n            currency TEXT NOT NULL DEFAULT 'CHF',\\n            baseline_type TEXT NOT NULL CHECK(baseline_type IN ('actual_previous_year','planned_budget','manual_reference','imported_reference')),\\n            source TEXT NOT NULL DEFAULT 'manual' CHECK(source IN ('manual','excel_budget','import','system')),\\n            notes TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_category_baselines_category_year ON budget_category_baselines(category_id, year, baseline_type);\\n        CREATE UNIQUE INDEX IF NOT EXISTS idx_budget_category_baselines_unique ON budget_category_bas\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_zjlptTi5qyjwFHFS2MRlIeKR"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import pytest\\n     4|from fastapi import HTTPException\\n     5|\\n     6|from jarvis_finance.services.budget_accounts import confirm_create_budget_account\\n     7|from jarvis_finance.services.budget_categories import confirm_create_category\\n     8|from jarvis_finance.services.budget_planning import (\\n     9|    confirm_budget_planning_batch,\\n    10|    confirm_category_budget_values,\\n    11|    get_budget_planning_audit_timeline,\\n    12|    get_budget_planning_matrix,\\n    13|    preview_budget_planning_batch,\\n    14|    preview_budget_planning_excel_template,\\n    15|    preview_category_budget_values,\\n    16|)\\n    17|from jarvis_finance.services.budget_transactions import confirm_budget_transaction\\n    18|from jarvis_finance.storage.database import connect_memory\\n    19|from jarvis_finance.storage.migrations import apply_migrations\\n    20|\\n    21|\\n    22|def db():\\n    23|    conn = connect_memory(); apply_migrations(conn); return conn\\n    24|\\n    25|\\n    26|def setup_two_categories(conn):\\n    27|    account_id = confirm_create_budget_account(conn, {\\\"name\\\": \\\"Haushalt\\\", \\\"account_type\\\": \\\"checking\\\", \\\"currency\\\": \\\"CHF\\\"})[\\\"entity_id\\\"]\\n    28|    media = confirm_create_category(conn, {\\\"name\\\": \\\"Elektronische Medien\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n    29|    food = confirm_create_category(conn, {\\\"name\\\": \\\"Essen & Haushalt\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n    30|    return account_id, media, food\\n    31|\\n    32|\\n    33|def book_expense(conn, account_id: str, category_id: str, amount: str):\\n    34|    confirm_budget_transaction(conn, {\\\"account_id\\\": account_id, \\\"transaction_type\\\": \\\"expense\\\", \\\"transaction_date\\\": \\\"2026-02-10\\\", \\\"description\\\": \\\"confirmed\\\", \\\"amount_original\\\": amount, \\\"currency_original\\\": \\\"CHF\\\", \\\"category_id\\\": category_id})\\n    35|\\n    36|\\n    37|def test_audit_timeline_shows_readable_field_changes_for_budget_and_previous_year() -> None:\\n    38|    conn = db(); _account, media, _food = setup_two_categories(conn)\\n    39|    confirm_category_budget_values(conn, media, preview_category_budget_values(conn, media, {\\\"monthly_budget_chf\\\": \\\"100.00\\\", \\\"previous_year_total_chf\\\": \\\"960.00\\\", \\\"notes\\\": \\\"initial\\\"})[\\\"payload\\\"])\\n    40|    confirm_category_budget_values(conn, media, preview_category_budget_values(conn, media, {\\\"monthly_budget_chf\\\": \\\"120.00\\\", \\\"previous_year_months\\\": {\\\"01\\\": \\\"90.00\\\", \\\"02\\\": \\\"110.00\\\"}, \\\"notes\\\": \\\"changed\\\"})[\\\"payload\\\"])\\n    41|\\n    42|    timeline = get_budget_planning_audit_timeline(conn, media)\\n    43|\\n    44|    assert timeline[\\\"category_id\\\"] == media\\n    45|    assert len(timeline[\\\"entries\\\"]) >= 2\\n    46|    latest = timeline[\\\"entries\\\"][0]\\n    47|    assert latest[\\\"action_label\\\"] == \\\"Budgetplanung gespeichert\\\"\\n    48|    assert any(change[\\\"field_label\\\"] == \\\"Budget Monat\\\" and change[\\\"new_value\\\"] == \\\"120.00\\\" for change in latest[\\\"changes\\\"])\\n    49|    assert any(change[\\\"field_label\\\"] == \\\"Vorjahr Monatswerte\\\" for change in latest[\\\"changes\\\"])\\n    50|    assert latest[\\\"source\\\"] == \\\"vue_dashboard\\\"\\n    51|    assert latest[\\\"created_by\\\"] == \\\"user\\\"\\n    52|    assert \\\"audit_id\\\" in latest[\\\"technical\\\"]\\n    53|\\n    54|\\n    55|def test_batch_preview_and_confirm_collect_multiple_budget_changes_with_audit() -> None:\\n    56|    conn = db(); _account, media, food = setup_two_categories(conn)\\n    57|    preview = preview_budget_planning_batch(conn, {\\\"changes\\\": [\\n    58|        {\\\"category_id\\\": media, \\\"monthly_budget_chf\\\": \\\"50.00\\\", \\\"budget_cadence\\\": \\\"monthly\\\"},\\n    59|        {\\\"category_id\\\": food, \\\"annual_budget_chf\\\": \\\"1200.00\\\", \\\"budget_cadence\\\": \\\"annual\\\", \\\"previous_year_total_chf\\\": \\\"1000.00\\\", \\\"distribute_previous_year_total\\\": True},\\n    60|    ]})\\n    61|\\n    62|    assert preview[\\\"count\\\"] == 2\\n    63|    assert preview[\\\"requires_explicit_confirm\\\"] is True\\n    64|    assert preview[\\\"changes\\\"][0][\\\"review\\\"][\\\"budget_year_chf\\\"] == \\\"600.00\\\"\\n    65|    assert preview[\\\"changes\\\"][1][\\\"review\\\"][\\\"budget_month_chf\\\"] == \\\"100.00\\\"\\n    66|\\n    67|    result = confirm_budget_planning_batch(conn, preview[\\\"payload\\\"])\\n    68|\\n    69|    assert result[\\\"status\\\"] == \\\"confirmed\\\"\\n    70|    assert result[\\\"confirmed_count\\\"] == 2\\n    71|    rows = get_budget_planning_matrix(conn, year=\\\"2026\\\", current_month=\\\"2026-02\\\")[\\\"rows\\\"]\\n    72|    by_id = {row[\\\"category_id\\\"]: row for row in rows}\\n    73|    assert by_id[media][\\\"budget_year_chf\\\"] == \\\"600.00\\\"\\n    74|    assert by_id[food][\\\"previous_year_total_chf\\\"] == \\\"1000.00\\\"\\n    75|    assert conn.execute(\\\"SELECT COUNT(*) FROM audit_log WHERE action='budget_planning_batch_confirmed'\\\").fetchone()[0] == 1\\n    76|\\n    77|\\n    78|def test_batch_preview_blocks_invalid_negative_values_before_confirm() -> None:\\n    79|    conn = db(); _account, media, _food = setup_two_categories(conn)\\n    80|    with pytest.raises(HTTPException):\\n    81|        preview_budget_planning_batch(conn, {\\\"changes\\\": [{\\\"category_id\\\": media, \\\"monthly_budget_chf\\\": \\\"-1.00\\\"}]})\\n    82|\\n    83|\\n    84|def test_plausibility_checks_surface_budget_vs_previous_year_actual_and_forecast_risks() -> None:\\n    85|    conn = db(); account, media, _food = setup_two_categories(conn)\\n    86|    confirm_category_budget_values(conn, media, preview_category_budget_values(conn, media, {\\\"annual_budget_chf\\\": \\\"100.00\\\", \\\"previous_year_total_chf\\\": \\\"1000.00\\\"})[\\\"payload\\\"])\\n    87|    book_expense(conn, account, media, \\\"150.00\\\")\\n    88|\\n    89|    row = next(r for r in get_budget_planning_matrix(conn, year=\\\"2026\\\", current_month=\\\"2026-02\\\")[\\\"rows\\\"] if r[\\\"category_id\\\"] == media)\\n    90|\\n    91|    messages = \\\" \\\".join(item[\\\"message\\\"] for item in row[\\\"plausibility_checks\\\"])\\n    92|    severities = {item[\\\"severity\\\"] for item in row[\\\"plausibility_checks\\\"]}\\n    93|    assert \\\"mehr als 20% unter Vorjahr\\\" in messages\\n    94|    assert \\\"Ist 2026 liegt bereits über Budget\\\" in messages\\n    95|    assert \\\"Forecast liegt kritisch über Budget\\\" in messages\\n    96|    assert \\\"warning\\\" in severities and \\\"critical\\\" in severities\\n    97|\\n    98|\\n    99|def test_excel_template_preview_is_prepared_without_productive_mutation() -> None:\\n   100|    conn = db(); _account, _media, _food = setup_two_categories(conn)\\n   101|    before_plans = conn.execute(\\\"SELECT COUNT(*) FROM budget_plan_items\\\").fetchone()[0]\\n   102|    preview = preview_budget_planning_excel_template(conn, {\\\"year\\\": \\\"2026\\\"})\\n   103|    after_plans = conn.execute(\\\"SELECT COUNT(*) FROM budget_plan_items\\\").fetchone()[0]\\n   104|\\n   105|    assert preview[\\\"status\\\"] == \\\"prepared\\\"\\n   106|    assert preview[\\\"productive_mutation\\\"] is False\\n   107|    assert \\\"Aus Excel-Vorlage übernehmen\\\" in preview[\\\"title\\\"]\\n   108|    assert before_plans == after_plans\\n   109|\", \"total_lines\": 108, \"file_size\": 5871, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py')\\ns=p.read_text()\\nfor term in ['CREATE TABLE IF NOT EXISTS budget_transactions','CREATE TABLE IF NOT EXISTS budget_transaction_candidates','CREATE TABLE IF NOT EXISTS budget_review_rules']:\\n i=s.find(term)\\n print('\\\\n---',term)\\n print(s[i:i+2600])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\n--- CREATE TABLE IF NOT EXISTS budget_transactions\\nCREATE TABLE IF NOT EXISTS budget_transactions (\\n            budget_transaction_id TEXT PRIMARY KEY,\\n            account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),\\n            transaction_type TEXT NOT NULL CHECK(transaction_type IN ('income','expense','transfer','refund','fee','adjustment','reversal')),\\n            transaction_date TEXT NOT NULL,\\n            booking_date TEXT,\\n            description TEXT NOT NULL,\\n            payee TEXT,\\n            merchant_id TEXT,\\n            amount_original TEXT NOT NULL,\\n            currency_original TEXT NOT NULL,\\n            fx_rate_to_chf TEXT,\\n            amount_chf TEXT,\\n            fx_status TEXT NOT NULL CHECK(fx_status IN ('not_needed','ok','missing','manual_override','estimated')),\\n            category_id TEXT REFERENCES budget_categories(category_id),\\n            status TEXT NOT NULL CHECK(status IN ('draft','confirmed','reversed','archived')),\\n            source_type TEXT NOT NULL CHECK(source_type IN ('manual','import_candidate_later','system')),\\n            notes TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT,\\n            reversal_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id)\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_transactions_account_date ON budget_transactions(account_id, transaction_date);\\n        CREATE INDEX IF NOT EXISTS idx_budget_transactions_category ON budget_transactions(category_id);\\n        CREATE INDEX IF NOT EXISTS idx_budget_transactions_status ON budget_transactions(status);\\n\\n        CREATE TABLE IF NOT EXISTS budget_transaction_tags (\\n            budget_transaction_id TEXT NOT NULL REFERENCES budget_transactions(budget_transaction_id),\\n            tag_id TEXT NOT NULL REFERENCES budget_tags(tag_id),\\n            PRIMARY KEY (budget_transaction_id, tag_id)\\n        );\\n\\n        CREATE TABLE IF NOT EXISTS budget_transfers (\\n            transfer_id TEXT PRIMARY KEY,\\n            from_transaction_id TEXT NOT NULL REFERENCES budget_transactions(budget_transaction_id),\\n            to_transaction_id TEXT NOT NULL REFERENCES budget_transactions(budget_transaction_id),\\n            from_account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),\\n            to_account_id TEXT NOT NULL REFERENCES budget_accounts(budget_account_id),\\n            amount_original TEXT NOT NULL,\\n            currency_original TEXT NOT NULL,\\n            fx_rate_to_chf TEXT,\\n            notes TEXT,\\n            created_at TEXT NOT NULL\\n        );\\n        \\\"\\\"\\\"\\n    )\\n    _add_missing_columns(conn, \\\"budget_transactions\\\", {\\n\\n--- CREATE TABLE IF NOT EXISTS budget_transaction_candidates\\nCREATE TABLE IF NOT EXISTS budget_transaction_candidates (\\n            transaction_candidate_id TEXT PRIMARY KEY,\\n            source_file_label TEXT NOT NULL,\\n            source_row_or_range TEXT,\\n            source_type TEXT NOT NULL DEFAULT 'csv_seed',\\n            transaction_date TEXT,\\n            description TEXT NOT NULL,\\n            merchant TEXT,\\n            amount_original TEXT,\\n            currency_original TEXT NOT NULL DEFAULT 'CHF',\\n            proposed_category_id TEXT REFERENCES budget_categories(category_id),\\n            proposed_category_name TEXT,\\n            duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),\\n            confidence TEXT NOT NULL DEFAULT '0',\\n            requires_review INTEGER NOT NULL DEFAULT 1,\\n            status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','needs_review','ignored','confirmed','duplicate')),\\n            notes TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_status ON budget_transaction_candidates(status);\\n        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_source ON budget_transaction_candidates(source_file_label);\\n        CREATE INDEX IF NOT EXISTS idx_budget_transaction_candidates_category ON budget_transaction_candidates(proposed_category_id);\\n        \\\"\\\"\\\"\\n    )\\n\\n\\ndef _create_budget_phase15_tables(conn: Connection) -> None:\\n    # Phase 1.4 created budget_transaction_candidates with a narrow CHECK on status.\\n    # Phase 1.5 needs explicit non-booking statuses such as covered_by_migros,\\n    # transfer_candidate and superseded. Rebuild once if the old CHECK is present.\\n    row = conn.execute(\\\"SELECT sql FROM sqlite_master WHERE type='table' AND name='budget_transaction_candidates'\\\").fetchone()\\n    if row and row[\\\"sql\\\"] and \\\"CHECK(status IN\\\" in row[\\\"sql\\\"]:\\n        conn.execute(\\\"ALTER TABLE budget_transaction_candidates RENAME TO budget_transaction_candidates__phase14\\\")\\n        conn.executescript(\\n            \\\"\\\"\\\"\\n            CREATE TABLE budget_transaction_candidates (\\n                transaction_candidate_id TEXT PRIMARY KEY,\\n                source_file_label TEXT NOT NULL,\\n                source_row_or_range TEXT,\\n                source_type TEXT NOT NULL DEFAULT 'csv_seed',\\n                transaction_date TEXT,\\n                description TEXT NOT NULL,\\n                merchant TEXT,\\n                amount_original TEXT,\\n                currency_original TEXT NOT NULL DEFAULT 'CHF',\\n                proposed_category_id TEXT REFERENCE\\n\\n--- CREATE TABLE IF NOT EXISTS budget_review_rules\\nCREATE TABLE IF NOT EXISTS budget_review_rules (\\n            rule_id TEXT PRIMARY KEY,\\n            merchant_contains TEXT NOT NULL,\\n            source_type TEXT,\\n            category_id TEXT,\\n            target_status TEXT NOT NULL DEFAULT 'review' CHECK(target_status IN ('auto','review')),\\n            is_active INTEGER NOT NULL DEFAULT 1,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_review_rules_active ON budget_review_rules(is_active, source_type);\\n        \\\"\\\"\\\"\\n    )\\n\\n\\ndef _create_budget_import_production_v1_tables(conn: Connection) -> None:\\n    _add_missing_columns(conn, \\\"budget_transfers\\\", {\\n        \\\"transfer_type\\\": \\\"TEXT NOT NULL DEFAULT 'internal_transfer'\\\",\\n    })\\n    _add_missing_columns(conn, \\\"budget_transaction_candidates\\\", {\\n        \\\"merchant_id\\\": \\\"TEXT\\\",\\n        \\\"merchant_display_name\\\": \\\"TEXT\\\",\\n        \\\"status_label\\\": \\\"TEXT\\\",\\n    })\\n    _add_missing_columns(conn, \\\"budget_review_rules\\\", {\\n        \\\"priority\\\": \\\"INTEGER NOT NULL DEFAULT 100\\\",\\n        \\\"confidence\\\": \\\"TEXT NOT NULL DEFAULT '0.82'\\\",\\n        \\\"notes\\\": \\\"TEXT\\\",\\n    })\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS budget_merchants (\\n            merchant_id TEXT PRIMARY KEY,\\n            display_name TEXT NOT NULL,\\n            normalized_name TEXT NOT NULL,\\n            default_category_id TEXT REFERENCES budget_categories(category_id),\\n            is_active INTEGER NOT NULL DEFAULT 1,\\n            notes TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE UNIQUE INDEX IF NOT EXISTS idx_budget_merchants_normalized ON budget_merchants(normalized_name);\\n        CREATE INDEX IF NOT EXISTS idx_budget_merchants_active ON budget_merchants(is_active);\\n\\n        CREATE TABLE IF NOT EXISTS budget_merchant_aliases (\\n            alias_id TEXT PRIMARY KEY,\\n            merchant_id TEXT NOT NULL REFERENCES budget_merchants(merchant_id),\\n            pattern TEXT NOT NULL,\\n            match_type TEXT NOT NULL DEFAULT 'contains' CHECK(match_type IN ('contains','exact','regex')),\\n            source_type TEXT,\\n            priority INTEGER NOT NULL DEFAULT 100,\\n            is_active INTEGER NOT NULL DEFAULT 1,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_merchant_aliases_merchant ON budget_merchant_aliases(merchant_id);\\n        CREATE INDEX IF NOT EXISTS idx_budget_merchant_aliases_active ON budget_merchant_aliases(is_active, priority);\\n        \\\"\\\"\\\"\\n    )\\n\\n\\n\\ndef _create_budget_categories_ux_fi\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_44EVlv4nvDhWQWrQy19zK8Xo"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_wHyEsGuiUXig0KkpxadLOrcN",
          "call_id": "call_wHyEsGuiUXig0KkpxadLOrcN",
          "response_item_id": "fc_08efd988e539badb016a0c24dd410c81918bdbfbbe4bffddcf",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py')\\ns=p.read_text(); i=s.find('CREATE TABLE budget_transaction_candidates (')\\nprint(s[i:i+2400])\\nprint('apply around end')\\nj=s.find('def apply_migrations')\\nprint(s[j:j+1600])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"CREATE TABLE budget_transaction_candidates (\\n                transaction_candidate_id TEXT PRIMARY KEY,\\n                source_file_label TEXT NOT NULL,\\n                source_row_or_range TEXT,\\n                source_type TEXT NOT NULL DEFAULT 'csv_seed',\\n                transaction_date TEXT,\\n                description TEXT NOT NULL,\\n                merchant TEXT,\\n                amount_original TEXT,\\n                currency_original TEXT NOT NULL DEFAULT 'CHF',\\n                proposed_category_id TEXT REFERENCES budget_categories(category_id),\\n                proposed_category_name TEXT,\\n                duplicate_of_transaction_id TEXT REFERENCES budget_transactions(budget_transaction_id),\\n                confidence TEXT NOT NULL DEFAULT '0',\\n                requires_review INTEGER NOT NULL DEFAULT 1,\\n                status TEXT NOT NULL DEFAULT 'pending',\\n                notes TEXT,\\n                created_at TEXT NOT NULL,\\n                updated_at TEXT,\\n                classification TEXT,\\n                review_reason TEXT,\\n                rule_id TEXT,\\n                source_priority INTEGER NOT NULL DEFAULT 50,\\n                covered_by_source TEXT,\\n                receipt_key TEXT,\\n                linked_candidate_id TEXT,\\n                account_source TEXT,\\n                raw_fingerprint TEXT\\n            );\\n            INSERT INTO budget_transaction_candidates(\\n                transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n                transaction_date, description, merchant, amount_original, currency_original,\\n                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\\n                confidence, requires_review, status, notes, created_at, updated_at\\n            )\\n            SELECT transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n                transaction_date, description, merchant, amount_original, currency_original,\\n                proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\\n                confidence, requires_review, status, notes, created_at, updated_at\\n            FROM budget_transaction_candidates__phase14;\\n            DROP TABLE budget_transaction_candidates__phase14;\\n            \\\"\\\"\\\"\\n        )\\n    _add_missing_columns(conn, \\\"budget_transaction_candidates\\\", {\\n        \\\"classification\\\": \\\"TEXT\\\",\\n        \\\"re\\napply around end\\ndef apply_migrations(conn: Connection) -> None:\\n    conn.executescript(INITIAL_SCHEMA_SQL)\\n    existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n    if not existing_initial:\\n        conn.execute(\\n            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n            (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n        )\\n    _apply_compat_migrations(conn)\\n    existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n    if not existing:\\n        conn.execute(\\n            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n        )\\n    conn.commit()\\n\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
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    },
    {
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        }
      ],
      "tool_calls": [
        {
          "id": "call_eO5bW7CC2RayJQfMzigfoplJ",
          "call_id": "call_eO5bW7CC2RayJQfMzigfoplJ",
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            "arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py').read_text(); i=s.find('def _apply_compat_migrations')\\nprint(s[i:i+2400])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"def _apply_compat_migrations(conn: Connection) -> None:\\n    _add_missing_instrument_columns(conn)\\n    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n        _rebuild_table_with_text_columns(conn, table, text_columns)\\n    _create_broker_bank_mapping_tables(conn)\\n    _create_broker_import_review_items(conn)\\n    _create_broker_import_execution_plans(conn)\\n    _add_transaction_void_columns(conn)\\n    _create_fx_market_data_tables(conn)\\n    _create_instrument_import_candidates(conn)\\n    _create_budget_phase1_tables(conn)\\n    _create_budget_phase11_tables(conn)\\n    _create_budget_phase14_tables(conn)\\n    _create_budget_phase15_tables(conn)\\n    _create_budget_phase18_tables(conn)\\n    _create_budget_phase19_tables(conn)\\n    _create_budget_import_production_v1_tables(conn)\\n    _create_budget_categories_ux_fix_tables(conn)\\n    _create_budget_planning_forecast_v1_tables(conn)\\n\\n\\ndef apply_migrations(conn: Connection) -> None:\\n    conn.executescript(INITIAL_SCHEMA_SQL)\\n    existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n    if not existing_initial:\\n        conn.execute(\\n            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n            (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n        )\\n    _apply_compat_migrations(conn)\\n    existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n    if not existing:\\n        conn.execute(\\n            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n        )\\n    conn.commit()\\n\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_eO5bW7CC2RayJQfMzigfoplJ"
    },
    {
      "role": "assistant",
      "content": "Preflight abgeschlossen, Branch `feat/fixed-costs-subscriptions-v1` erstellt. Ich schreibe jetzt RED-Tests für Datenmodell, Erkennung, Review/Confirm/Audit, Warnungen und Integrationen.",
      "reasoning": "**Planning implementation**\n\nI realize I need to implement something and it’s probably a good idea to create a test file with the necessary endpoints. Time is also of the essence here. I’ll implement the service while keeping the tests simple. Also, I need to confirm the budget transaction for clarity. It seems like breaking things down will help keep the process streamlined! Let's see how this unfolds!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Planning implementation**\n\nI realize I need to implement something and it’s probably a good idea to create a test file with the necessary endpoints. Time is also of the essence here. I’ll implement the service while keeping the tests simple. Also, I need to confirm the budget transaction for clarity. It seems like breaking things down will help keep the process streamlined! Let's see how this unfolds!",
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Planning implementation**\n\nI realize I need to implement something and it’s probably a good idea to create a test file with the necessary endpoints. Time is also of the essence here. I’ll implement the service while keeping the tests simple. Also, I need to confirm the budget transaction for clarity. It seems like breaking things down will help keep the process streamlined! Let's see how this unfolds!"
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        }
      ],
      "codex_message_items": [
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          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Preflight abgeschlossen, Branch `feat/fixed-costs-subscriptions-v1` erstellt. Ich schreibe jetzt RED-Tests für Datenmodell, Erkennung, Review/Confirm/Audit, Warnungen und Integrationen."
            }
          ],
          "id": "msg_08efd988e539badb016a0c24f166948191ad92db52cbe287fe",
          "phase": "commentary"
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      ],
      "tool_calls": [
        {
          "id": "call_1U321taASucTVLTPbYmnFfIU",
          "call_id": "call_1U321taASucTVLTPbYmnFfIU",
          "response_item_id": "fc_08efd988e539badb016a0c24f18ef88191b22b302aa3a6a091",
          "type": "function",
          "function": {
            "name": "write_file",
            "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_fixed_costs_subscriptions_v1.py\",\"content\":\"from __future__ import annotations\\n\\nfrom datetime import date\\n\\nimport pytest\\nfrom fastapi import HTTPException\\n\\nfrom jarvis_finance.services.budget_accounts import confirm_create_budget_account\\nfrom jarvis_finance.services.budget_categories import confirm_create_category\\nfrom jarvis_finance.services.budget_recurring import (\\n    archive_recurring_payment,\\n    confirm_manual_recurring_payment,\\n    confirm_recurring_candidate_action,\\n    detect_recurring_payment_candidates,\\n    get_recurring_dashboard,\\n    list_recurring_warnings,\\n    next_expected_date,\\n    preview_manual_recurring_payment,\\n    preview_recurring_candidate_action,\\n)\\nfrom jarvis_finance.services.budget_transactions import confirm_budget_transaction\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n\\n\\ndef db():\\n    conn = connect_memory(); apply_migrations(conn); return conn\\n\\n\\ndef setup(conn):\\n    account_id = confirm_create_budget_account(conn, {\\\"name\\\": \\\"Haushalt\\\", \\\"account_type\\\": \\\"checking\\\", \\\"currency\\\": \\\"CHF\\\"})[\\\"entity_id\\\"]\\n    media = confirm_create_category(conn, {\\\"name\\\": \\\"Elektronische Medien\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n    food = confirm_create_category(conn, {\\\"name\\\": \\\"Essen & Haushalt\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n    insurance = confirm_create_category(conn, {\\\"name\\\": \\\"Versicherungen\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n    return account_id, media, food, insurance\\n\\n\\ndef tx(conn, account_id, category_id, merchant, amount, day, desc=None, tx_type=\\\"expense\\\"):\\n    return confirm_budget_transaction(conn, {\\\"account_id\\\": account_id, \\\"transaction_type\\\": tx_type, \\\"transaction_date\\\": day, \\\"description\\\": desc or merchant, \\\"payee\\\": merchant, \\\"amount_original\\\": amount, \\\"currency_original\\\": \\\"CHF\\\", \\\"category_id\\\": category_id})[\\\"entity_id\\\"]\\n\\n\\ndef candidate(conn, category_id, merchant, amount, day, status=\\\"pending\\\", classification=None):\\n    conn.execute(\\\"\\\"\\\"\\n        INSERT INTO budget_transaction_candidates(transaction_candidate_id, source_file_label, source_type, transaction_date, description, merchant, amount_original, currency_original, proposed_category_id, confidence, requires_review, status, classification, created_at)\\n        VALUES (?, 'test.csv', 'csv_seed', ?, ?, ?, ?, 'CHF', ?, '0.80', 1, ?, ?, '2026-01-01T00:00:00Z')\\n    \\\"\\\"\\\", (f\\\"cand_{merchant}_{day}\\\".replace(' ', '_'), day, merchant, merchant, amount, category_id, status, classification))\\n\\n\\ndef test_schema_30_creates_decimal_text_recurring_table() -> None:\\n    conn = db()\\n    assert get_schema_version(conn) == 30\\n    cols = {r[\\\"name\\\"]: r[\\\"type\\\"] for r in conn.execute(\\\"PRAGMA table_info(budget_recurring_payments)\\\").fetchall()}\\n    assert cols[\\\"expected_amount_text\\\"].upper() == \\\"TEXT\\\"\\n    assert cols[\\\"amount_tolerance_pct\\\"].upper() == \\\"TEXT\\\"\\n    assert cols[\\\"recurring_type\\\"].upper() == \\\"TEXT\\\"\\n\\n\\ndef test_detection_finds_monthly_subscription_yearly_insurance_quarterly_payment_and_excludes_migros_transfer_investment() -> None:\\n    conn = db(); account, media, food, insurance = setup(conn)\\n    for d in [\\\"2026-01-05\\\", \\\"2026-02-05\\\", \\\"2026-03-05\\\"]: tx(conn, account, media, \\\"Netflix\\\", \\\"19.90\\\", d)\\n    for d in [\\\"2025-03-01\\\", \\\"2026-03-01\\\"]: tx(conn, account, insurance, \\\"House Insurance\\\", \\\"1200.00\\\", d)\\n    for d in [\\\"2026-01-15\\\", \\\"2026-04-15\\\", \\\"2026-07-15\\\"]: tx(conn, account, media, \\\"Music School\\\", \\\"300.00\\\", d)\\n    for d in [\\\"2026-01-03\\\", \\\"2026-02-03\\\", \\\"2026-03-03\\\"]: tx(conn, account, food, \\\"Migros\\\", \\\"150.00\\\", d)\\n    tx(conn, account, insurance, \\\"True Wealth\\\", \\\"500.00\\\", \\\"2026-01-10\\\", desc=\\\"Investment Transfer\\\")\\n    candidate(conn, media, \\\"OpenAI\\\", \\\"20.00\\\", \\\"2026-04-05\\\")\\n\\n    result = detect_recurring_payment_candidates(conn, today=\\\"2026-08-01\\\")\\n    names = {c[\\\"name\\\"]: c for c in result[\\\"candidates\\\"]}\\n\\n    assert names[\\\"Netflix\\\"][\\\"frequency\\\"] == \\\"monthly\\\"\\n    assert names[\\\"Netflix\\\"][\\\"recurring_type\\\"] == \\\"subscription\\\"\\n    assert names[\\\"House Insurance\\\"][\\\"frequency\\\"] == \\\"yearly\\\"\\n    assert names[\\\"House Insurance\\\"][\\\"recurring_type\\\"] == \\\"fixed_cost\\\"\\n    assert names[\\\"Music School\\\"][\\\"frequency\\\"] == \\\"quarterly\\\"\\n    assert \\\"OpenAI\\\" in names\\n    assert \\\"Migros\\\" not in names\\n    assert \\\"True Wealth\\\" not in names\\n\\n\\ndef test_review_activate_ignore_manual_archive_and_audit() -> None:\\n    conn = db(); account, media, _food, _insurance = setup(conn)\\n    for d in [\\\"2026-01-05\\\", \\\"2026-02-05\\\", \\\"2026-03-05\\\"]: tx(conn, account, media, \\\"Netflix\\\", \\\"19.90\\\", d)\\n    cand = detect_recurring_payment_candidates(conn, today=\\\"2026-04-01\\\")[\\\"candidates\\\"][0]\\n\\n    preview = preview_recurring_candidate_action(conn, cand[\\\"candidate_id\\\"], {\\\"action\\\": \\\"activate\\\", \\\"recurring_type\\\": \\\"subscription\\\"})\\n    assert preview[\\\"requires_explicit_confirm\\\"] is True\\n    result = confirm_recurring_candidate_action(conn, preview[\\\"payload\\\"])\\n    assert result[\\\"status\\\"] == \\\"confirmed\\\"\\n    active = get_recurring_dashboard(conn, today=\\\"2026-04-10\\\")[\\\"active\\\"]\\n    assert active[0][\\\"status\\\"] == \\\"active\\\"\\n    assert active[0][\\\"budget_month_chf\\\"] == \\\"19.90\\\"\\n    assert active[0][\\\"budget_year_chf\\\"] == \\\"238.80\\\"\\n    assert conn.execute(\\\"SELECT COUNT(*) FROM audit_log WHERE action LIKE 'recurring_%'\\\").fetchone()[0] >= 1\\n\\n    manual_preview = preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Manual Abo\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"10.00\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\", \\\"expected_day_of_month\\\": 7})\\n    manual = confirm_manual_recurring_payment(conn, manual_preview[\\\"payload\\\"])\\n    assert manual[\\\"status\\\"] == \\\"confirmed\\\"\\n    assert archive_recurring_payment(conn, manual[\\\"entity_id\\\"], {\\\"notes\\\": \\\"not needed\\\"})[\\\"status\\\"] == \\\"archived\\\"\\n\\n    ignored_preview = preview_recurring_candidate_action(conn, cand[\\\"candidate_id\\\"], {\\\"action\\\": \\\"ignore\\\"})\\n    ignored = confirm_recurring_candidate_action(conn, ignored_preview[\\\"payload\\\"])\\n    assert ignored[\\\"status\\\"] == \\\"ignored\\\"\\n\\n\\ndef test_warnings_missing_amount_changed_and_duplicate_subscription() -> None:\\n    conn = db(); account, media, _food, _insurance = setup(conn)\\n    preview = preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Netflix\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"19.90\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\", \\\"expected_day_of_month\\\": 5, \\\"amount_tolerance_pct\\\": \\\"5\\\", \\\"date_tolerance_days\\\": 3})\\n    recurring_id = confirm_manual_recurring_payment(conn, preview[\\\"payload\\\"])[\\\"entity_id\\\"]\\n    tx(conn, account, media, \\\"Netflix\\\", \\\"25.00\\\", \\\"2026-03-05\\\")\\n    preview2 = preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Net flix\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"19.90\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\", \\\"expected_day_of_month\\\": 5})\\n    confirm_manual_recurring_payment(conn, preview2[\\\"payload\\\"])\\n\\n    warnings = list_recurring_warnings(conn, today=\\\"2026-05-20\\\")\\n    statuses = {w[\\\"status\\\"] for w in warnings}\\n    assert \\\"missing_expected_payment\\\" in statuses\\n    assert \\\"amount_changed\\\" in statuses\\n    assert \\\"possible_duplicate_subscription\\\" in statuses\\n    assert next_expected_date(date(2026, 3, 5), \\\"monthly\\\", 5) == \\\"2026-04-05\\\"\\n\\n\\ndef test_integrations_dashboard_budgetplanning_and_data_explorer_fields() -> None:\\n    conn = db(); account, media, _food, _insurance = setup(conn)\\n    preview = preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Netflix\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"20.00\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\", \\\"expected_day_of_month\\\": 5})\\n    confirm_manual_recurring_payment(conn, preview[\\\"payload\\\"])\\n    tx(conn, account, media, \\\"Netflix\\\", \\\"20.00\\\", \\\"2026-02-05\\\")\\n\\n    dash = get_recurring_dashboard(conn, today=\\\"2026-03-01\\\")\\n    assert dash[\\\"analytics\\\"][\\\"fixed_cost_quote_percent\\\"] is not None\\n    assert dash[\\\"analytics\\\"][\\\"subscriptions_year_chf\\\"] == \\\"240.00\\\"\\n    assert dash[\\\"category_breakdown\\\"][0][\\\"known_recurring_month_chf\\\"] == \\\"20.00\\\"\\n\\n    from jarvis_finance.services.budget_planning import get_budget_planning_matrix\\n    row = next(r for r in get_budget_planning_matrix(conn, year=\\\"2026\\\", current_month=\\\"2026-02\\\")[\\\"rows\\\"] if r[\\\"category_id\\\"] == media)\\n    assert row[\\\"known_recurring_month_chf\\\"] == \\\"20.00\\\"\\n    assert \\\"fixed_cost_quote_percent\\\" in row\\n\\n    from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer\\n    explorer = get_budget_data_explorer(conn, year=\\\"2026\\\", recurring_type=\\\"subscription\\\")\\n    assert explorer[\\\"filters\\\"][\\\"recurring_type\\\"] == \\\"subscription\\\"\\n    assert all(r[\\\"recurring_type\\\"] == \\\"subscription\\\" for r in explorer[\\\"transactions\\\"])\\n\\n\\ndef test_invalid_manual_recurring_values_blocked() -> None:\\n    conn = db(); _account, media, _food, _insurance = setup(conn)\\n    with pytest.raises(HTTPException):\\n        preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Bad\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"-1\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\"})\\n\"}"
          }
        }
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    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "{\"bytes_written\": 8824, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n<diagnostics file=\\\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_fixed_costs_subscriptions_v1.py\\\">\\nERROR [10:6] Import \\\"jarvis_finance.services.budget_recurring\\\" could not be resolved [reportMissingImports] (Pyright)\\n</diagnostics>\"}",
      "tool_call_id": "call_1U321taASucTVLTPbYmnFfIU"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
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            "name": "terminal",
            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src pytest tests/unit/test_fixed_costs_subscriptions_v1.py -q\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
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    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"==================================== ERRORS ====================================\\n_______ ERROR collecting tests/unit/test_fixed_costs_subscriptions_v1.py _______\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_fixed_costs_subscriptions_v1.py'.\\nHint: make sure your test modules/packages have valid Python names.\\nTraceback:\\n../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module\\n    return _bootstrap._gcd_import(name[level:], package, level)\\n           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\ntests/unit/test_fixed_costs_subscriptions_v1.py:10: in <module>\\n    from jarvis_finance.services.budget_recurring import (\\nE   ModuleNotFoundError: No module named 'jarvis_finance.services.budget_recurring'\\n=========================== short test summary info ============================\\nERROR tests/unit/test_fixed_costs_subscriptions_v1.py\\n!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!\\n1 error in 0.30s\", \"exit_code\": 2, \"error\": null}",
      "tool_call_id": "call_SzZ4eTO0N8YoOrSpJxF7j1EN"
    },
    {
      "role": "assistant",
      "content": "RED bestätigt: Recurring-Service und Schema fehlen. Ich implementiere jetzt Datenmodell v30 und den Backend-Service minimal testgetrieben.",
      "reasoning": "**Implementing migration strategies**\n\nI'm focusing on implementing a migrations patch. I need to use the write_file service and ensure that candidate_id is virtual. I might store detected candidates into a table for status candidates, and the detection should simplify the upsert process within budget_recurring_payments. I'm thinking that candidate_id should equal recurring_id, and I'll need to exclude certain terms. Additionally, there’s a date logic component to consider, along with adding a recurring_type signature in the data explorer. It's important that I don’t break anything!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Implementing migration strategies**\n\nI'm focusing on implementing a migrations patch. I need to use the write_file service and ensure that candidate_id is virtual. I might store detected candidates into a table for status candidates, and the detection should simplify the upsert process within budget_recurring_payments. I'm thinking that candidate_id should equal recurring_id, and I'll need to exclude certain terms. Additionally, there’s a date logic component to consider, along with adding a recurring_type signature in the data explorer. It's important that I don’t break anything!",
      "codex_reasoning_items": [
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          "id": "rs_08efd988e539badb016a0c254da654819191c3ea8422596fb0",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Implementing migration strategies**\n\nI'm focusing on implementing a migrations patch. I need to use the write_file service and ensure that candidate_id is virtual. I might store detected candidates into a table for status candidates, and the detection should simplify the upsert process within budget_recurring_payments. I'm thinking that candidate_id should equal recurring_id, and I'll need to exclude certain terms. Additionally, there’s a date logic component to consider, along with adding a recurring_type signature in the data explorer. It's important that I don’t break anything!"
            }
          ]
        }
      ],
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        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "RED bestätigt: Recurring-Service und Schema fehlen. Ich implementiere jetzt Datenmodell v30 und den Backend-Service minimal testgetrieben."
            }
          ],
          "id": "msg_08efd988e539badb016a0c25523c188191b23bd64dd7ebcf4c",
          "phase": "commentary"
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      "tool_calls": [
        {
          "id": "call_RE9MLZZWUeKXjWHXJWOHkYlf",
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            "name": "read_file",
            "arguments": "{\"limit\":80,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\"}"
          }
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    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from collections import Counter, defaultdict\\n     4|from decimal import Decimal\\n     5|from sqlite3 import Connection\\n     6|from typing import Any\\n     7|\\n     8|from jarvis_finance.services.budget_common import row_to_dict\\n     9|from jarvis_finance.services.budget_overview import _fmt, get_budget_status_by_category\\n    10|\\n    11|ANALYTIC_TYPES = (\\\"income\\\", \\\"refund\\\", \\\"expense\\\", \\\"fee\\\")\\n    12|INCOME_TYPES = (\\\"income\\\", \\\"refund\\\")\\n    13|EXPENSE_TYPES = (\\\"expense\\\", \\\"fee\\\")\\n    14|\\n    15|\\n    16|def _dec(value: object) -> Decimal:\\n    17|    return Decimal(str(value if value not in (None, \\\"\\\") else \\\"0\\\"))\\n    18|\\n    19|\\n    20|def _amount(row: Any) -> Decimal:\\n    21|    return _dec(row[\\\"amount_chf\\\"] or row[\\\"amount_original\\\"] or \\\"0\\\")\\n    22|\\n    23|\\n    24|def _merchant(row: Any) -> str:\\n    25|    return str(row[\\\"merchant_display_name\\\"] or row[\\\"payee\\\"] or row[\\\"description\\\"] or row[\\\"source_type\\\"] or \\\"Quelle\\\")\\n    26|\\n    27|\\n    28|def _base_confirmed_rows(conn: Connection, filters: dict[str, str]) -> list[Any]:\\n    29|    tx_mode = filters.get(\\\"type\\\") or filters.get(\\\"tx_type\\\") or \\\"both\\\"\\n    30|    clauses = [\\\"t.status='confirmed'\\\", f\\\"t.transaction_type IN ({','.join(['?'] * len(ANALYTIC_TYPES))})\\\"]\\n    31|    params: list[str] = list(ANALYTIC_TYPES)\\n    32|    year = filters.get(\\\"year\\\") or \\\"2026\\\"\\n    33|    month = filters.get(\\\"month\\\") or \\\"\\\"\\n    34|    date_from = filters.get(\\\"date_from\\\") or \\\"\\\"\\n    35|    date_to = filters.get(\\\"date_to\\\") or \\\"\\\"\\n    36|    if date_from:\\n    37|        clauses.append(\\\"t.transaction_date>=?\\\"); params.append(date_from)\\n    38|    if date_to:\\n    39|        clauses.append(\\\"t.transaction_date<=?\\\"); params.append(date_to)\\n    40|    if month:\\n    41|        clauses.append(\\\"substr(t.transaction_date,1,7)=?\\\"); params.append(month)\\n    42|    elif year:\\n    43|        clauses.append(\\\"substr(t.transaction_date,1,4)=?\\\"); params.append(year)\\n    44|    if tx_mode == \\\"income\\\":\\n    45|        clauses.append(\\\"t.transaction_type IN ('income','refund')\\\")\\n    46|    elif tx_mode == \\\"expense\\\":\\n    47|        clauses.append(\\\"t.transaction_type IN ('expense','fee')\\\")\\n    48|    if filters.get(\\\"category_id\\\"):\\n    49|        clauses.append(\\\"t.category_id=?\\\"); params.append(str(filters[\\\"category_id\\\"]))\\n    50|    if filters.get(\\\"account_id\\\"):\\n    51|        clauses.append(\\\"t.account_id=?\\\"); params.append(str(filters[\\\"account_id\\\"]))\\n    52|    if filters.get(\\\"source_type\\\"):\\n    53|        clauses.append(\\\"t.source_type=?\\\"); params.append(str(filters[\\\"source_type\\\"]))\\n    54|    if filters.get(\\\"merchant\\\"):\\n    55|        clauses.append(\\\"lower(COALESCE(t.payee,'') || ' ' || COALESCE(t.description,'') || ' ' || COALESCE(m.display_name,'')) LIKE lower(?)\\\")\\n    56|        params.append(f\\\"%{filters['merchant']}%\\\")\\n    57|    if filters.get(\\\"search\\\"):\\n    58|        clauses.append(\\\"lower(COALESCE(t.payee,'') || ' ' || COALESCE(t.description,'') || ' ' || COALESCE(c.name,'') || ' ' || COALESCE(a.name,'')) LIKE lower(?)\\\")\\n    59|        params.append(f\\\"%{filters['search']}%\\\")\\n    60|    if filters.get(\\\"amount_min\\\"):\\n    61|        clauses.append(\\\"CAST(COALESCE(t.amount_chf,t.amount_original,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(str(filters[\\\"amount_min\\\"]))\\n    62|    if filters.get(\\\"amount_max\\\"):\\n    63|        clauses.append(\\\"CAST(COALESCE(t.amount_chf,t.amount_original,'0') AS REAL) <= CAST(? AS REAL)\\\"); params.append(str(filters[\\\"amount_max\\\"]))\\n    64|    if filters.get(\\\"tag\\\"):\\n    65|        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) LIKE lower(?))\\\")\\n    66|        params.append(f\\\"%{filters['tag']}%\\\")\\n    67|    return conn.execute(\\n    68|        f\\\"\\\"\\\"\\n    69|        SELECT t.*, a.name AS account_name, c.name AS category_name, c.category_type, c.color AS category_color, c.icon AS category_icon,\\n    70|               COALESCE(m.display_name, t.payee, t.description, t.source_type, 'Quelle') AS merchant_display_name,\\n    71|               GROUP_CONCAT(DISTINCT tag.name) AS tag_names_csv\\n    72|        FROM budget_transactions t\\n    73|        JOIN budget_accounts a ON a.budget_account_id=t.account_id\\n    74|        LEFT JOIN budget_categories c ON c.category_id=t.category_id\\n    75|        LEFT JOIN budget_merchants m ON m.merchant_id=t.merchant_id\\n    76|        LEFT JOIN budget_transaction_tags tt ON tt.budget_transaction_id=t.budget_transaction_id\\n    77|        LEFT JOIN budget_tags tag ON tag.tag_id=tt.tag_id AND tag.is_active=1\\n    78|        WHERE {' AND '.join(clauses)}\\n    79|        GROUP BY t.budget_transaction_id\\n    80|        ORDER BY t.transaction_date DESC, t.created_at DESC\\n    81|\", \"total_lines\": 274, \"file_size\": 14330, \"truncated\": true, \"hint\": \"Use offset=81 to continue reading (showing 1-80 of 274 lines)\", \"is_binary\": false, \"is_image\": false}",
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          "response_item_id": "fc_08efd988e539badb016a0c255807e88191a76a638b73012e0e",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":70,\"offset\":80,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\"}"
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"    80|        ORDER BY t.transaction_date DESC, t.created_at DESC\\n    81|        LIMIT 1000\\n    82|        \\\"\\\"\\\",\\n    83|        params,\\n    84|    ).fetchall()\\n    85|\\n    86|\\n    87|def _tx_view(row: Any) -> dict[str, Any]:\\n    88|    item = row_to_dict(row)\\n    89|    csv = str(item.pop(\\\"tag_names_csv\\\", \\\"\\\") or \\\"\\\")\\n    90|    item[\\\"tag_names\\\"] = [x for x in csv.split(\\\",\\\") if x]\\n    91|    item[\\\"merchant_display_name\\\"] = _merchant(row)\\n    92|    item[\\\"amount_chf\\\"] = item.get(\\\"amount_chf\\\") or item.get(\\\"amount_original\\\") or \\\"0\\\"\\n    93|    item[\\\"data_explorer_url\\\"] = f\\\"/planning/budget/analysis/data-explorer?year={str(row['transaction_date'])[:4]}&transaction_id={row['budget_transaction_id']}\\\"\\n    94|    if row[\\\"transaction_type\\\"] in INCOME_TYPES:\\n    95|        item[\\\"flow_label\\\"] = \\\"Einnahme\\\"\\n    96|    else:\\n    97|        item[\\\"flow_label\\\"] = \\\"Ausgabe\\\"\\n    98|    return item\\n    99|\\n   100|\\n   101|def get_budget_data_explorer(conn: Connection, **filters: str) -> dict[str, Any]:\\n   102|    rows = _base_confirmed_rows(conn, filters)\\n   103|    income = Decimal(\\\"0\\\"); expense = Decimal(\\\"0\\\"); total = Decimal(\\\"0\\\")\\n   104|    category_totals: dict[str, Decimal] = defaultdict(Decimal)\\n   105|    merchant_totals: dict[str, Decimal] = defaultdict(Decimal)\\n   106|    merchant_counts: Counter[str] = Counter()\\n   107|    largest = Decimal(\\\"0\\\"); largest_row: dict[str, Any] | None = None\\n   108|    views = []\\n   109|    for row in rows:\\n   110|        amount = _amount(row)\\n   111|        total += amount\\n   112|        if row[\\\"transaction_type\\\"] in INCOME_TYPES:\\n   113|            income += amount\\n   114|        elif row[\\\"transaction_type\\\"] in EXPENSE_TYPES:\\n   115|            expense += amount\\n   116|        cat = str(row[\\\"category_name\\\"] or \\\"Review nötig\\\")\\n   117|        merch = _merchant(row)\\n   118|        category_totals[cat] += amount\\n   119|        merchant_totals[merch] += amount\\n   120|        merchant_counts[merch] += 1\\n   121|        view = _tx_view(row)\\n   122|        views.append(view)\\n   123|        if amount > largest:\\n   124|            largest = amount; largest_row = view\\n   125|    count = len(rows)\\n   126|    avg = Decimal(\\\"0\\\") if count == 0 else total / Decimal(count)\\n   127|    top_category = max(category_totals.items(), key=lambda kv: kv[1])[0] if category_totals else \\\"—\\\"\\n   128|    top_merchant = max(merchant_totals.items(), key=lambda kv: kv[1])[0] if merchant_totals else \\\"—\\\"\\n   129|    merchant_rows = []\\n   130|    previous_by_merchant = _previous_month_totals(conn, filters)\\n   131|    for merchant, amount in sorted(merchant_totals.items(), key=lambda kv: kv[1], reverse=True)[:20]:\\n   132|        m_rows = [r for r in rows if _merchant(r) == merchant]\\n   133|        cats = Counter(str(r[\\\"category_name\\\"] or \\\"Review nötig\\\") for r in m_rows)\\n   134|        last_date = max(str(r[\\\"transaction_date\\\"]) for r in m_rows) if m_rows else None\\n   135|        prev = previous_by_merchant.get(merchant, Decimal(\\\"0\\\"))\\n   136|        change = amount - prev\\n   137|        merchant_rows.append({\\n   138|            \\\"merchant\\\": merchant,\\n   139|            \\\"transaction_count\\\": merchant_counts[merchant],\\n   140|            \\\"sum_chf\\\": _fmt(amount),\\n   141|            \\\"average_chf\\\": _fmt(amount / Decimal(merchant_counts[merchant])),\\n   142|            \\\"last_transaction_date\\\": last_date,\\n   143|            \\\"top_category\\\": cats.most_common(1)[0][0] if cats else \\\"—\\\",\\n   144|            \\\"change_vs_previous_month_chf\\\": _fmt(change),\\n   145|        })\\n   146|    fixed_variable = _fixed_variable_summary(conn, rows)\\n   147|    return {\\n   148|        \\\"purpose\\\": \\\"budget_data_explorer\\\",\\n   149|        \\\"filters\\\": {k: v for k, v in filters.items() if v},\\n   150|\", \"total_lines\": 274, \"file_size\": 14330, \"truncated\": true, \"hint\": \"Use offset=150 to continue reading (showing 80-149 of 274 lines)\", \"is_binary\": false, \"is_image\": false}",
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   145|        })\\n   146|    fixed_variable = _fixed_variable_summary(conn, rows)\\n   147|    return {\\n   148|        \\\"purpose\\\": \\\"budget_data_explorer\\\",\\n   149|        \\\"filters\\\": {k: v for k, v in filters.items() if v},\\n   150|        \\\"kpis\\\": {\\n   151|            \\\"income_sum_chf\\\": _fmt(income),\\n   152|            \\\"expense_sum_chf\\\": _fmt(expense),\\n   153|            \\\"net_cashflow_chf\\\": _fmt(income - expense),\\n   154|            \\\"transaction_count\\\": count,\\n   155|            \\\"average_transaction_chf\\\": _fmt(avg),\\n   156|            \\\"largest_transaction_chf\\\": _fmt(largest),\\n   157|            \\\"largest_transaction_id\\\": largest_row[\\\"budget_transaction_id\\\"] if largest_row else None,\\n   158|            \\\"top_category\\\": top_category,\\n   159|            \\\"top_merchant\\\": top_merchant,\\n   160|        },\\n   161|        \\\"transactions\\\": views,\\n   162|        \\\"top_merchants\\\": merchant_rows,\\n   163|        \\\"fixed_variable\\\": fixed_variable,\\n   164|        \\\"export\\\": {\\\"enabled\\\": False, \\\"target\\\": \\\"runtime_exports_only\\\", \\\"message\\\": \\\"CSV Export wird runtime-only vorbereitet; in v1 als Roadmap-Button deaktiviert.\\\"},\\n   165|    }\\n   166|\\n   167|\\n   168|def _previous_month_totals(conn: Connection, filters: dict[str, str]) -> dict[str, Decimal]:\\n   169|    month = filters.get(\\\"month\\\") or \\\"\\\"\\n   170|    if not month:\\n   171|        return {}\\n   172|    year, mon = month.split(\\\"-\\\")\\n   173|    m = int(mon) - 1\\n   174|    y = int(year)\\n   175|    if m == 0:\\n   176|        y -= 1; m = 12\\n   177|    prev_month = f\\\"{y:04d}-{m:02d}\\\"\\n   178|    prev_filters = dict(filters) | {\\\"month\\\": prev_month}\\n   179|    rows = _base_confirmed_rows(conn, prev_filters)\\n   180|    out: dict[str, Decimal] = defaultdict(Decimal)\\n   181|    for row in rows:\\n   182|        out[_merchant(row)] += _amount(row)\\n   183|    return out\\n   184|\\n   185|\\n   186|def _fixed_variable_summary(conn: Connection, rows: list[Any]) -> dict[str, Any]:\\n   187|    fixed_categories = {str(r[\\\"category_id\\\"]) for r in conn.execute(\\\"SELECT DISTINCT category_id FROM budget_plan_items WHERE is_active=1 AND is_fixed_cost=1\\\").fetchall()}\\n   188|    fixed = variable = one_off = subscription = unclassified = Decimal(\\\"0\\\")\\n   189|    for row in rows:\\n   190|        if row[\\\"transaction_type\\\"] not in EXPENSE_TYPES:\\n   191|            continue\\n   192|        amount = _amount(row)\\n   193|        notes = str(row[\\\"notes\\\"] or \\\"\\\").lower()\\n   194|        cid = str(row[\\\"category_id\\\"] or \\\"\\\")\\n   195|        if cid in fixed_categories or \\\"fixed\\\" in notes or \\\"fixkosten\\\" in notes:\\n   196|            fixed += amount\\n   197|        elif \\\"one_off\\\" in notes or \\\"einmal\\\" in notes:\\n   198|            one_off += amount\\n   199|        elif \\\"subscription_candidate\\\" in notes or \\\"abo\\\" in notes:\\n   200|            subscription += amount\\n   201|        elif \\\"variable\\\" in notes:\\n   202|            variable += amount\\n   203|        else:\\n   204|            unclassified += amount\\n   205|    total_expense = fixed + variable + one_off + subscription + unclassified\\n   206|    return {\\n   207|        \\\"fixed_cost_chf\\\": _fmt(fixed),\\n   208|        \\\"variable_chf\\\": _fmt(variable),\\n   209|        \\\"one_off_chf\\\": _fmt(one_off),\\n   210|        \\\"subscription_candidate_chf\\\": _fmt(subscription),\\n   211|        \\\"unclassified_chf\\\": _fmt(unclassified),\\n   212|        \\\"fixed_cost_ratio_percent\\\": _fmt(Decimal(\\\"0\\\") if total_expense == 0 else fixed / total_expense * Decimal(\\\"100\\\")),\\n   213|        \\\"classification_status\\\": \\\"teilweise klassifiziert\\\" if any([fixed, variable, one_off, subscription]) else \\\"noch nicht klassifiziert\\\",\\n   214|    }\\n   215|\\n   216|\\n   217|def get_category_analysis_v2(conn: Connection, *, year: str = \\\"2026\\\", month: str | None = None, tx_type: str = \\\"expense\\\") -> dict[str, Any]:\\n   218|    from jarvis_finance.services.budget_analytics import get_category_analysis\\n   219|    base = get_category_analysis(conn, year=year, month=month, tx_type=tx_type)\\n   220|    cats = base[\\\"categories\\\"]\\n   221|    top = cats[:10]\\n   222|    other_amount = sum((_dec(c[\\\"amount_chf\\\"]) for c in cats[10:]), Decimal(\\\"0\\\"))\\n   223|    other_count = sum((int(c[\\\"transaction_count\\\"]) for c in cats[10:]), 0)\\n   224|    top10_other = list(top)\\n   225|\", \"total_lines\": 274, \"file_size\": 14330, \"truncated\": true, \"hint\": \"Use offset=225 to continue reading (showing 145-224 of 274 lines)\", \"is_binary\": false, \"is_image\": false}",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"def _create_budget_fixed_costs_subscriptions_v1_tables(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS budget_recurring_payments (\\n            recurring_id TEXT PRIMARY KEY,\\n            name TEXT NOT NULL,\\n            merchant_id TEXT REFERENCES budget_merchants(merchant_id),\\n            category_id TEXT NOT NULL REFERENCES budget_categories(category_id),\\n            account_id TEXT REFERENCES budget_accounts(budget_account_id),\\n            expected_amount_text TEXT NOT NULL,\\n            currency TEXT NOT NULL DEFAULT 'CHF',\\n            frequency TEXT NOT NULL CHECK(frequency IN ('monthly','quarterly','yearly','weekly','irregular')),\\n            expected_day_of_month INTEGER,\\n            expected_month INTEGER,\\n            amount_tolerance_pct TEXT NOT NULL DEFAULT '10',\\n            date_tolerance_days INTEGER NOT NULL DEFAULT 5,\\n            recurring_type TEXT NOT NULL CHECK(recurring_type IN ('fixed_cost','subscription','variable_recurring')),\\n            status TEXT NOT NULL CHECK(status IN ('candidate','active','ignored','archived')),\\n            source TEXT NOT NULL CHECK(source IN ('detected','manual','rule')),\\n            confidence TEXT NOT NULL DEFAULT '0',\\n            last_seen_date TEXT,\\n            next_expected_date TEXT,\\n            notes TEXT,\\n            candidate_evidence_json TEXT,\\n            created_at TEXT NOT NULL,\\n            updated_at TEXT\\n        );\\n        CREATE INDEX IF NOT EXISTS idx_budget_recurring_status ON budget_recurring_payments(status, recurring_type);\\n        CREATE INDEX IF NOT EXISTS idx_budget_recurring_category ON budget_recurring_payments(category_id);\\n        CREATE INDEX IF NOT EXISTS idx_budget_recurring_merchant ON budget_recurring_payments(merchant_id, name);\\n        \\\"\\\"\\\"\\n    )\\n\\n\\ndef _apply_compat_migrations(conn: Connection) -> None:\",\"old_string\":\"def _apply_compat_migrations(conn: Connection) -> None:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -1141,6 +1141,40 @@\\n     )\\n \\n \\n+def _create_budget_fixed_costs_subscriptions_v1_tables(conn: Connection) -> None:\\n+    conn.executescript(\\n+        \\\"\\\"\\\"\\n+        CREATE TABLE IF NOT EXISTS budget_recurring_payments (\\n+            recurring_id TEXT PRIMARY KEY,\\n+            name TEXT NOT NULL,\\n+            merchant_id TEXT REFERENCES budget_merchants(merchant_id),\\n+            category_id TEXT NOT NULL REFERENCES budget_categories(category_id),\\n+            account_id TEXT REFERENCES budget_accounts(budget_account_id),\\n+            expected_amount_text TEXT NOT NULL,\\n+            currency TEXT NOT NULL DEFAULT 'CHF',\\n+            frequency TEXT NOT NULL CHECK(frequency IN ('monthly','quarterly','yearly','weekly','irregular')),\\n+            expected_day_of_month INTEGER,\\n+            expected_month INTEGER,\\n+            amount_tolerance_pct TEXT NOT NULL DEFAULT '10',\\n+            date_tolerance_days INTEGER NOT NULL DEFAULT 5,\\n+            recurring_type TEXT NOT NULL CHECK(recurring_type IN ('fixed_cost','subscription','variable_recurring')),\\n+            status TEXT NOT NULL CHECK(status IN ('candidate','active','ignored','archived')),\\n+            source TEXT NOT NULL CHECK(source IN ('detected','manual','rule')),\\n+            confidence TEXT NOT NULL DEFAULT '0',\\n+            last_seen_date TEXT,\\n+            next_expected_date TEXT,\\n+            notes TEXT,\\n+            candidate_evidence_json TEXT,\\n+            created_at TEXT NOT NULL,\\n+            updated_at TEXT\\n+        );\\n+        CREATE INDEX IF NOT EXISTS idx_budget_recurring_status ON budget_recurring_payments(status, recurring_type);\\n+        CREATE INDEX IF NOT EXISTS idx_budget_recurring_category ON budget_recurring_payments(category_id);\\n+        CREATE INDEX IF NOT EXISTS idx_budget_recurring_merchant ON budget_recurring_payments(merchant_id, name);\\n+        \\\"\\\"\\\"\\n+    )\\n+\\n+\\n def _apply_compat_migrations(conn: Connection) -> None:\\n     _add_missing_instrument_columns(conn)\\n     for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_Q9hJ7czPchetCf04vJ3tnhbF"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_lVPzNkGg9gWNfM9eY2DUzWrL",
          "call_id": "call_lVPzNkGg9gWNfM9eY2DUzWrL",
          "response_item_id": "fc_08efd988e539badb016a0c257d06a481919ad19f3374c35054",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"    _create_budget_planning_forecast_v1_tables(conn)\\n    _create_budget_fixed_costs_subscriptions_v1_tables(conn)\",\"old_string\":\"    _create_budget_planning_forecast_v1_tables(conn)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -1194,6 +1194,7 @@\\n     _create_budget_import_production_v1_tables(conn)\\n     _create_budget_categories_ux_fix_tables(conn)\\n     _create_budget_planning_forecast_v1_tables(conn)\\n+    _create_budget_fixed_costs_subscriptions_v1_tables(conn)\\n \\n \\n def apply_migrations(conn: Connection) -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_lVPzNkGg9gWNfM9eY2DUzWrL"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_xwKA0ws0YQEFRW0DOBj2TWzj",
          "call_id": "call_xwKA0ws0YQEFRW0DOBj2TWzj",
          "response_item_id": "fc_08efd988e539badb016a0c25836384819183172b2f370c2b87",
          "type": "function",
          "function": {
            "name": "write_file",
            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nimport json\\nimport re\\nfrom collections import defaultdict\\nfrom datetime import date, datetime, timedelta\\nfrom decimal import Decimal, InvalidOperation\\nfrom sqlite3 import Connection\\nfrom typing import Any\\n\\nfrom fastapi import HTTPException\\n\\nfrom jarvis_finance.audit.log import record_audit_event\\nfrom jarvis_finance.services.budget_common import new_id, now, require_decimal_text, validate_currency\\nfrom jarvis_finance.services.budget_overview import _fmt\\n\\nFREQUENCIES = {\\\"monthly\\\", \\\"quarterly\\\", \\\"yearly\\\", \\\"weekly\\\", \\\"irregular\\\"}\\nRECURRING_TYPES = {\\\"fixed_cost\\\", \\\"subscription\\\", \\\"variable_recurring\\\"}\\nSTATUSES = {\\\"candidate\\\", \\\"active\\\", \\\"ignored\\\", \\\"archived\\\"}\\nEXCLUDED_TERMS = (\\\"migros\\\", \\\"migrol\\\", \\\"restaurant\\\", \\\"coop\\\", \\\"galaxus\\\", \\\"digitec\\\", \\\"tank\\\", \\\"shell\\\", \\\"bp \\\", \\\"true wealth\\\", \\\"investment\\\", \\\"transfer\\\", \\\"kreditkartenausgleich\\\", \\\"credit card\\\")\\nVARIABLE_TERMS = (\\\"migros\\\", \\\"coop\\\", \\\"restaurant\\\", \\\"tank\\\", \\\"fuel\\\", \\\"galaxus\\\", \\\"digitec\\\")\\nFIXED_TERMS = (\\\"insurance\\\", \\\"versicherung\\\", \\\"krankenkasse\\\", \\\"miete\\\", \\\"wohnen\\\", \\\"tax\\\", \\\"steuer\\\", \\\"leasing\\\", \\\"schule\\\", \\\"school\\\", \\\"telekom\\\", \\\"sunrise\\\", \\\"salt\\\", \\\"swisscom\\\")\\nSUBSCRIPTION_TERMS = (\\\"netflix\\\", \\\"apple\\\", \\\"google\\\", \\\"disney\\\", \\\"amazon\\\", \\\"prime\\\", \\\"openai\\\", \\\"chatgpt\\\", \\\"dropbox\\\", \\\"norton\\\", \\\"bitdefender\\\", \\\"tradingview\\\", \\\"babbel\\\", \\\"spotify\\\")\\n\\n\\ndef _dec(value: object) -> Decimal:\\n    try:\\n        return Decimal(str(value if value not in (None, \\\"\\\") else \\\"0\\\"))\\n    except (InvalidOperation, ValueError):\\n        return Decimal(\\\"0\\\")\\n\\n\\ndef _norm(value: str | None) -> str:\\n    return re.sub(r\\\"\\\\s+\\\", \\\" \\\", re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", str(value or \\\"\\\").lower())).strip()\\n\\n\\ndef _similar_key(value: str | None) -> str:\\n    return _norm(value).replace(\\\" \\\", \\\"\\\")[:18]\\n\\n\\ndef _date(value: str) -> date:\\n    return date.fromisoformat(str(value)[:10])\\n\\n\\ndef _add_months(d: date, months: int, day: int | None = None) -> date:\\n    month = d.month - 1 + months\\n    year = d.year + month // 12\\n    month = month % 12 + 1\\n    desired_day = day or d.day\\n    last = 28\\n    while True:\\n        try:\\n            return date(year, month, min(desired_day, last))\\n        except ValueError:\\n            last -= 1\\n\\n\\ndef next_expected_date(last_seen: date, frequency: str, expected_day: int | None = None, expected_month: int | None = None) -> str:\\n    if frequency == \\\"weekly\\\":\\n        return (last_seen + timedelta(days=7)).isoformat()\\n    if frequency == \\\"monthly\\\":\\n        return _add_months(last_seen, 1, expected_day).isoformat()\\n    if frequency == \\\"quarterly\\\":\\n        return _add_months(last_seen, 3, expected_day).isoformat()\\n    if frequency == \\\"yearly\\\":\\n        month = expected_month or last_seen.month\\n        return date(last_seen.year + 1, month, min(expected_day or last_seen.day, 28)).isoformat()\\n    return \\\"\\\"\\n\\n\\ndef _infer_frequency(dates: list[date]) -> str:\\n    if len(dates) < 2:\\n        return \\\"irregular\\\"\\n    gaps = sorted((dates[i] - dates[i - 1]).days for i in range(1, len(dates)))\\n    avg = sum(gaps) / len(gaps)\\n    if 24 <= avg <= 38:\\n        return \\\"monthly\\\"\\n    if 75 <= avg <= 105:\\n        return \\\"quarterly\\\"\\n    if 330 <= avg <= 400:\\n        return \\\"yearly\\\"\\n    if 5 <= avg <= 10:\\n        return \\\"weekly\\\"\\n    return \\\"irregular\\\"\\n\\n\\ndef _infer_type(name: str, category: str, amount: Decimal, frequency: str) -> str:\\n    text = f\\\"{name} {category}\\\".lower()\\n    if any(t in text for t in VARIABLE_TERMS):\\n        return \\\"variable_recurring\\\"\\n    if any(t in text for t in FIXED_TERMS) or amount >= Decimal(\\\"100\\\") or frequency in {\\\"quarterly\\\", \\\"yearly\\\"}:\\n        return \\\"fixed_cost\\\"\\n    if any(t in text for t in SUBSCRIPTION_TERMS) or amount < Decimal(\\\"100\\\"):\\n        return \\\"subscription\\\"\\n    return \\\"variable_recurring\\\"\\n\\n\\ndef _excluded(name: str, description: str = \\\"\\\") -> bool:\\n    text = f\\\"{name} {description}\\\".lower()\\n    return any(term in text for term in EXCLUDED_TERMS)\\n\\n\\ndef _row_amount(row: Any) -> Decimal:\\n    return _dec(row[\\\"amount_chf\\\"] or row[\\\"amount_original\\\"] or \\\"0\\\")\\n\\n\\ndef _expected_budget(amount: Decimal, frequency: str) -> tuple[Decimal, Decimal]:\\n    if frequency == \\\"monthly\\\":\\n        return amount, amount * Decimal(\\\"12\\\")\\n    if frequency == \\\"quarterly\\\":\\n        return amount / Decimal(\\\"3\\\"), amount * Decimal(\\\"4\\\")\\n    if frequency == \\\"yearly\\\":\\n        return amount / Decimal(\\\"12\\\"), amount\\n    if frequency == \\\"weekly\\\":\\n        return amount * Decimal(\\\"52\\\") / Decimal(\\\"12\\\"), amount * Decimal(\\\"52\\\")\\n    return Decimal(\\\"0\\\"), Decimal(\\\"0\\\")\\n\\n\\ndef _upsert_candidate(conn: Connection, item: dict[str, Any]) -> str:\\n    existing = conn.execute(\\\"SELECT recurring_id FROM budget_recurring_payments WHERE status='candidate' AND lower(name)=lower(?) AND category_id=?\\\", (item[\\\"name\\\"], item[\\\"category_id\\\"])).fetchone()\\n    rid = existing[\\\"recurring_id\\\"] if existing else new_id(\\\"rec\\\")\\n    values = {\\n        **item,\\n        \\\"recurring_id\\\": rid,\\n        \\\"currency\\\": item.get(\\\"currency\\\") or \\\"CHF\\\",\\n        \\\"amount_tolerance_pct\\\": str(item.get(\\\"amount_tolerance_pct\\\") or \\\"10\\\"),\\n        \\\"date_tolerance_days\\\": int(item.get(\\\"date_tolerance_days\\\") or 5),\\n        \\\"status\\\": item.get(\\\"status\\\") or \\\"candidate\\\",\\n        \\\"source\\\": item.get(\\\"source\\\") or \\\"detected\\\",\\n        \\\"confidence\\\": str(item.get(\\\"confidence\\\") or \\\"0.70\\\"),\\n        \\\"updated_at\\\": now(),\\n    }\\n    if existing:\\n        conn.execute(\\\"\\\"\\\"\\n            UPDATE budget_recurring_payments SET expected_amount_text=?, frequency=?, expected_day_of_month=?, expected_month=?, recurring_type=?, confidence=?, last_seen_date=?, next_expected_date=?, candidate_evidence_json=?, updated_at=? WHERE recurring_id=?\\n        \\\"\\\"\\\", (values[\\\"expected_amount_text\\\"], values[\\\"frequency\\\"], values.get(\\\"expected_day_of_month\\\"), values.get(\\\"expected_month\\\"), values[\\\"recurring_type\\\"], values[\\\"confidence\\\"], values.get(\\\"last_seen_date\\\"), values.get(\\\"next_expected_date\\\"), values.get(\\\"candidate_evidence_json\\\"), values[\\\"updated_at\\\"], rid))\\n    else:\\n        conn.execute(\\\"\\\"\\\"\\n            INSERT INTO budget_recurring_payments(recurring_id,name,merchant_id,category_id,account_id,expected_amount_text,currency,frequency,expected_day_of_month,expected_month,amount_tolerance_pct,date_tolerance_days,recurring_type,status,source,confidence,last_seen_date,next_expected_date,notes,candidate_evidence_json,created_at,updated_at)\\n            VALUES (:recurring_id,:name,:merchant_id,:category_id,:account_id,:expected_amount_text,:currency,:frequency,:expected_day_of_month,:expected_month,:amount_tolerance_pct,:date_tolerance_days,:recurring_type,:status,:source,:confidence,:last_seen_date,:next_expected_date,:notes,:candidate_evidence_json,:created_at,:updated_at)\\n        \\\"\\\"\\\", {\\\"merchant_id\\\": None, \\\"account_id\\\": None, \\\"expected_month\\\": None, \\\"notes\\\": None, \\\"created_at\\\": now(), **values})\\n    return rid\\n\\n\\ndef detect_recurring_payment_candidates(conn: Connection, *, today: str | None = None) -> dict[str, Any]:\\n    rows = conn.execute(\\\"\\\"\\\"\\n        SELECT t.*, c.name AS category_name FROM budget_transactions t\\n        LEFT JOIN budget_categories c ON c.category_id=t.category_id\\n        WHERE t.status='confirmed' AND t.transaction_type IN ('expense','fee')\\n        ORDER BY t.transaction_date\\n    \\\"\\\"\\\").fetchall()\\n    groups: dict[tuple[str, str], list[Any]] = defaultdict(list)\\n    for row in rows:\\n        name = row[\\\"payee\\\"] or row[\\\"description\\\"]\\n        if not row[\\\"category_id\\\"] or _excluded(name, row[\\\"description\\\"]):\\n            continue\\n        groups[(_similar_key(name), row[\\\"category_id\\\"])].append(row)\\n    candidates: list[dict[str, Any]] = []\\n    for (_key, cid), items in groups.items():\\n        if len(items) < 2:\\n            continue\\n        dates = [_date(r[\\\"transaction_date\\\"]) for r in items]\\n        freq = _infer_frequency(dates)\\n        if freq == \\\"irregular\\\":\\n            continue\\n        amounts = [_row_amount(r) for r in items]\\n        avg = sum(amounts, Decimal(\\\"0\\\")) / Decimal(len(amounts))\\n        name = str(items[-1][\\\"payee\\\"] or items[-1][\\\"description\\\"])\\n        cat = str(items[-1][\\\"category_name\\\"] or \\\"\\\")\\n        rtype = _infer_type(name, cat, avg, freq)\\n        last = max(dates)\\n        item = {\\n            \\\"name\\\": name,\\n            \\\"category_id\\\": cid,\\n            \\\"account_id\\\": items[-1][\\\"account_id\\\"],\\n            \\\"expected_amount_text\\\": _fmt(avg),\\n            \\\"currency\\\": items[-1][\\\"currency_original\\\"] or \\\"CHF\\\",\\n            \\\"frequency\\\": freq,\\n            \\\"expected_day_of_month\\\": int(round(sum(d.day for d in dates) / len(dates))),\\n            \\\"expected_month\\\": last.month if freq == \\\"yearly\\\" else None,\\n            \\\"recurring_type\\\": rtype,\\n            \\\"confidence\\\": \\\"0.86\\\" if len(items) >= 3 else \\\"0.70\\\",\\n            \\\"last_seen_date\\\": last.isoformat(),\\n            \\\"next_expected_date\\\": next_expected_date(last, freq, int(round(sum(d.day for d in dates) / len(dates))), last.month if freq == \\\"yearly\\\" else None),\\n            \\\"candidate_evidence_json\\\": json.dumps({\\\"confirmed_transaction_count\\\": len(items), \\\"sources\\\": [\\\"confirmed_transactions\\\"]}, sort_keys=True),\\n        }\\n        item[\\\"candidate_id\\\"] = _upsert_candidate(conn, item)\\n        candidates.append(item)\\n    # open candidates: create candidate if matching subscription-looking merchant not excluded\\n    open_rows = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE status IN ('pending','needs_review')\\\").fetchall()\\n    for row in open_rows:\\n        name = row[\\\"merchant\\\"] or row[\\\"description\\\"]\\n        if not row[\\\"proposed_category_id\\\"] or _excluded(name, row[\\\"description\\\"]):\\n            continue\\n        amount = _dec(row[\\\"amount_original\\\"])\\n        rtype = _infer_type(name, \\\"\\\", amount, \\\"monthly\\\")\\n        if rtype == \\\"variable_recurring\\\":\\n            continue\\n        seen = _date(row[\\\"transaction_date\\\"] or (today or date.today().isoformat()))\\n        item = {\\\"name\\\": name, \\\"category_id\\\": row[\\\"proposed_category_id\\\"], \\\"account_id\\\": None, \\\"expected_amount_text\\\": _fmt(amount), \\\"currency\\\": row[\\\"currency_original\\\"] or \\\"CHF\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"expected_day_of_month\\\": seen.day, \\\"expected_month\\\": None, \\\"recurring_type\\\": rtype, \\\"confidence\\\": row[\\\"confidence\\\"] or \\\"0.60\\\", \\\"last_seen_date\\\": seen.isoformat(), \\\"next_expected_date\\\": next_expected_date(seen, \\\"monthly\\\", seen.day), \\\"candidate_evidence_json\\\": json.dumps({\\\"open_candidate_count\\\": 1, \\\"sources\\\": [\\\"open_candidates\\\"]}, sort_keys=True)}\\n        item[\\\"candidate_id\\\"] = _upsert_candidate(conn, item)\\n        candidates.append(item)\\n    conn.commit()\\n    return {\\\"purpose\\\": \\\"recurring_detection\\\", \\\"today\\\": today, \\\"candidates\\\": sorted(candidates, key=lambda c: c[\\\"name\\\"])}\\n\\n\\ndef _validate_payload(payload: dict[str, Any]) -> dict[str, Any]:\\n    name = str(payload.get(\\\"name\\\") or \\\"\\\").strip()\\n    if not name:\\n        raise HTTPException(status_code=422, detail=\\\"name required\\\")\\n    amount = require_decimal_text(str(payload.get(\\\"expected_amount_text\\\") or \\\"\\\"), \\\"expected_amount_text\\\")\\n    freq = str(payload.get(\\\"frequency\\\") or \\\"monthly\\\")\\n    if freq not in FREQUENCIES:\\n        raise HTTPException(status_code=422, detail=\\\"invalid frequency\\\")\\n    rtype = str(payload.get(\\\"recurring_type\\\") or \\\"subscription\\\")\\n    if rtype not in RECURRING_TYPES:\\n        raise HTTPException(status_code=422, detail=\\\"invalid recurring_type\\\")\\n    return {\\n        \\\"name\\\": name,\\n        \\\"merchant_id\\\": payload.get(\\\"merchant_id\\\"),\\n        \\\"category_id\\\": str(payload.get(\\\"category_id\\\") or \\\"\\\"),\\n        \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n        \\\"expected_amount_text\\\": amount,\\n        \\\"currency\\\": validate_currency(str(payload.get(\\\"currency\\\") or \\\"CHF\\\")),\\n        \\\"frequency\\\": freq,\\n        \\\"expected_day_of_month\\\": payload.get(\\\"expected_day_of_month\\\"),\\n        \\\"expected_month\\\": payload.get(\\\"expected_month\\\"),\\n        \\\"amount_tolerance_pct\\\": require_decimal_text(str(payload.get(\\\"amount_tolerance_pct\\\") or \\\"10\\\"), \\\"amount_tolerance_pct\\\"),\\n        \\\"date_tolerance_days\\\": int(payload.get(\\\"date_tolerance_days\\\") or 5),\\n        \\\"recurring_type\\\": rtype,\\n        \\\"notes\\\": payload.get(\\\"notes\\\"),\\n    }\\n\\n\\ndef preview_manual_recurring_payment(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:\\n    norm = _validate_payload(payload)\\n    if not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND category_type='expense'\\\", (norm[\\\"category_id\\\"],)).fetchone():\\n        raise HTTPException(status_code=422, detail=\\\"expense category required\\\")\\n    month, year = _expected_budget(_dec(norm[\\\"expected_amount_text\\\"]), norm[\\\"frequency\\\"])\\n    return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"Fixkosten/Abo anlegen: {norm['name']}\\\", \\\"warnings\\\": [], \\\"payload\\\": norm, \\\"review\\\": {\\\"budget_month_chf\\\": _fmt(month), \\\"budget_year_chf\\\": _fmt(year)}, \\\"requires_explicit_confirm\\\": True}\\n\\n\\ndef confirm_manual_recurring_payment(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:\\n    norm = preview_manual_recurring_payment(conn, payload)[\\\"payload\\\"]\\n    rid = new_id(\\\"rec\\\")\\n    created = now()\\n    conn.execute(\\\"\\\"\\\"\\n        INSERT INTO budget_recurring_payments(recurring_id,name,merchant_id,category_id,account_id,expected_amount_text,currency,frequency,expected_day_of_month,expected_month,amount_tolerance_pct,date_tolerance_days,recurring_type,status,source,confidence,last_seen_date,next_expected_date,notes,candidate_evidence_json,created_at,updated_at)\\n        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'active', 'manual', '1.00', NULL, NULL, ?, '{}', ?, ?)\\n    \\\"\\\"\\\", (rid, norm[\\\"name\\\"], norm[\\\"merchant_id\\\"], norm[\\\"category_id\\\"], norm[\\\"account_id\\\"], norm[\\\"expected_amount_text\\\"], norm[\\\"currency\\\"], norm[\\\"frequency\\\"], norm[\\\"expected_day_of_month\\\"], norm[\\\"expected_month\\\"], norm[\\\"amount_tolerance_pct\\\"], norm[\\\"date_tolerance_days\\\"], norm[\\\"recurring_type\\\"], norm[\\\"notes\\\"], created, created))\\n    audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"recurring_manual_confirmed\\\", entity_type=\\\"budget_recurring_payment\\\", entity_id=rid, new_values=norm, created_by=\\\"user\\\")\\n    conn.commit()\\n    return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": rid, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Fixkosten/Abo gespeichert\\\"}\\n\\n\\ndef _recurring_row(conn: Connection, recurring_id: str):\\n    row = conn.execute(\\\"SELECT * FROM budget_recurring_payments WHERE recurring_id=?\\\", (recurring_id,)).fetchone()\\n    if not row:\\n        raise HTTPException(status_code=404, detail=\\\"recurring payment not found\\\")\\n    return row\\n\\n\\ndef preview_recurring_candidate_action(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n    row = _recurring_row(conn, candidate_id)\\n    action = str(payload.get(\\\"action\\\") or \\\"\\\")\\n    if action not in {\\\"activate\\\", \\\"ignore\\\", \\\"update\\\"}:\\n        raise HTTPException(status_code=422, detail=\\\"invalid action\\\")\\n    new_values = dict(row)\\n    if action == \\\"activate\\\":\\n        new_values[\\\"status\\\"] = \\\"active\\\"\\n        if payload.get(\\\"recurring_type\\\") in RECURRING_TYPES:\\n            new_values[\\\"recurring_type\\\"] = payload[\\\"recurring_type\\\"]\\n    elif action == \\\"ignore\\\":\\n        new_values[\\\"status\\\"] = \\\"ignored\\\"\\n    return {\\\"preview_id\\\": new_id(\\\"preview\\\"), \\\"summary\\\": f\\\"Recurring-Kandidat {action}: {row['name']}\\\", \\\"payload\\\": {\\\"candidate_id\\\": candidate_id, \\\"action\\\": action, \\\"values\\\": {k: new_values[k] for k in new_values.keys()}}, \\\"warnings\\\": [], \\\"requires_explicit_confirm\\\": True}\\n\\n\\ndef confirm_recurring_candidate_action(conn: Connection, payload: dict[str, Any]) -> dict[str, Any]:\\n    rid = str(payload.get(\\\"candidate_id\\\") or payload.get(\\\"values\\\", {}).get(\\\"recurring_id\\\") or \\\"\\\")\\n    old = dict(_recurring_row(conn, rid))\\n    action = str(payload.get(\\\"action\\\"))\\n    values = payload.get(\\\"values\\\") or old\\n    status = values.get(\\\"status\\\") or (\\\"active\\\" if action == \\\"activate\\\" else \\\"ignored\\\")\\n    conn.execute(\\\"UPDATE budget_recurring_payments SET status=?, recurring_type=?, updated_at=? WHERE recurring_id=?\\\", (status, values.get(\\\"recurring_type\\\", old[\\\"recurring_type\\\"]), now(), rid))\\n    audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=f\\\"recurring_{action}_confirmed\\\", entity_type=\\\"budget_recurring_payment\\\", entity_id=rid, old_values=old, new_values={\\\"status\\\": status, \\\"recurring_type\\\": values.get(\\\"recurring_type\\\")}, created_by=\\\"user\\\")\\n    conn.commit()\\n    return {\\\"status\\\": \\\"confirmed\\\" if status == \\\"active\\\" else status, \\\"entity_id\\\": rid, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Recurring-Kandidat gespeichert\\\"}\\n\\n\\ndef archive_recurring_payment(conn: Connection, recurring_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n    old = dict(_recurring_row(conn, recurring_id))\\n    conn.execute(\\\"UPDATE budget_recurring_payments SET status='archived', notes=COALESCE(?, notes), updated_at=? WHERE recurring_id=?\\\", ((payload or {}).get(\\\"notes\\\"), now(), recurring_id))\\n    audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"recurring_archived\\\", entity_type=\\\"budget_recurring_payment\\\", entity_id=recurring_id, old_values=old, new_values={\\\"status\\\": \\\"archived\\\"}, created_by=\\\"user\\\")\\n    conn.commit()\\n    return {\\\"status\\\": \\\"archived\\\", \\\"entity_id\\\": recurring_id, \\\"audit_id\\\": audit_id}\\n\\n\\ndef _view(row: Any) -> dict[str, Any]:\\n    amount = _dec(row[\\\"expected_amount_text\\\"])\\n    month, year = _expected_budget(amount, row[\\\"frequency\\\"])\\n    item = dict(row)\\n    item[\\\"budget_month_chf\\\"] = _fmt(month)\\n    item[\\\"budget_year_chf\\\"] = _fmt(year)\\n    item[\\\"expected_amount_chf\\\"] = _fmt(amount)\\n    return item\\n\\n\\ndef list_recurring_warnings(conn: Connection, *, today: str | None = None) -> list[dict[str, Any]]:\\n    today_d = _date(today or date.today().isoformat())\\n    rows = conn.execute(\\\"SELECT * FROM budget_recurring_payments WHERE status='active'\\\").fetchall()\\n    warnings: list[dict[str, Any]] = []\\n    for row in rows:\\n        r = dict(row)\\n        expected = _dec(r[\\\"expected_amount_text\\\"])\\n        expected_day = r[\\\"expected_day_of_month\\\"]\\n        recent = conn.execute(\\\"\\\"\\\"\\n            SELECT * FROM budget_transactions WHERE status='confirmed' AND transaction_type IN ('expense','fee') AND category_id=? AND lower(COALESCE(payee, description,'')) LIKE lower(?) ORDER BY transaction_date DESC LIMIT 1\\n        \\\"\\\"\\\", (r[\\\"category_id\\\"], f\\\"%{r['name'].split()[0]}%\\\" )).fetchone()\\n        if recent:\\n            seen = _date(recent[\\\"transaction_date\\\"])\\n            nex = next_expected_date(seen, r[\\\"frequency\\\"], expected_day, r[\\\"expected_month\\\"])\\n            if nex and today_d > _date(nex) + timedelta(days=int(r[\\\"date_tolerance_days\\\"] or 5)):\\n                warnings.append({\\\"status\\\": \\\"missing_expected_payment\\\", \\\"priority\\\": \\\"high\\\" if expected >= Decimal(\\\"100\\\") else \\\"normal\\\", \\\"recurring_id\\\": r[\\\"recurring_id\\\"], \\\"name\\\": r[\\\"name\\\"], \\\"expected_date\\\": nex})\\n            actual = _row_amount(recent)\\n            tol = expected * _dec(r[\\\"amount_tolerance_pct\\\"]) / Decimal(\\\"100\\\")\\n            if expected and abs(actual - expected) > tol:\\n                warnings.append({\\\"status\\\": \\\"amount_changed\\\", \\\"priority\\\": \\\"normal\\\", \\\"recurring_id\\\": r[\\\"recurring_id\\\"], \\\"name\\\": r[\\\"name\\\"], \\\"expected_amount_chf\\\": _fmt(expected), \\\"actual_amount_chf\\\": _fmt(actual)})\\n        else:\\n            warnings.append({\\\"status\\\": \\\"missing_expected_payment\\\", \\\"priority\\\": \\\"normal\\\", \\\"recurring_id\\\": r[\\\"recurring_id\\\"], \\\"name\\\": r[\\\"name\\\"]})\\n    seen_keys: dict[tuple[str, str], str] = {}\\n    for row in rows:\\n        key = (_similar_key(row[\\\"name\\\"]), row[\\\"recurring_type\\\"])\\n        if row[\\\"recurring_type\\\"] == \\\"subscription\\\" and key in seen_keys:\\n            warnings.append({\\\"status\\\": \\\"possible_duplicate_subscription\\\", \\\"priority\\\": \\\"normal\\\", \\\"recurring_id\\\": row[\\\"recurring_id\\\"], \\\"duplicate_of\\\": seen_keys[key], \\\"name\\\": row[\\\"name\\\"]})\\n        else:\\n            seen_keys[key] = row[\\\"recurring_id\\\"]\\n    return warnings\\n\\n\\ndef get_recurring_dashboard(conn: Connection, *, today: str | None = None) -> dict[str, Any]:\\n    detect_recurring_payment_candidates(conn, today=today)\\n    rows = conn.execute(\\\"SELECT r.*, c.name AS category_name FROM budget_recurring_payments r LEFT JOIN budget_categories c ON c.category_id=r.category_id ORDER BY r.status, r.name\\\").fetchall()\\n    candidates = [_view(r) for r in rows if r[\\\"status\\\"] == \\\"candidate\\\"]\\n    active = [_view(r) for r in rows if r[\\\"status\\\"] == \\\"active\\\"]\\n    warnings = list_recurring_warnings(conn, today=today)\\n    by_cat: dict[str, dict[str, Any]] = {}\\n    subscriptions_year = Decimal(\\\"0\\\"); fixed_year = Decimal(\\\"0\\\")\\n    for item in active:\\n        month = _dec(item[\\\"budget_month_chf\\\"]); year = _dec(item[\\\"budget_year_chf\\\"])\\n        if item[\\\"recurring_type\\\"] == \\\"subscription\\\": subscriptions_year += year\\n        if item[\\\"recurring_type\\\"] == \\\"fixed_cost\\\": fixed_year += year\\n        cid = item[\\\"category_id\\\"]\\n        b = by_cat.setdefault(cid, {\\\"category_id\\\": cid, \\\"category\\\": item.get(\\\"category_name\\\"), \\\"known_recurring_month_chf\\\": Decimal(\\\"0\\\"), \\\"known_recurring_year_chf\\\": Decimal(\\\"0\\\"), \\\"subscription_count\\\": 0, \\\"fixed_cost_count\\\": 0})\\n        b[\\\"known_recurring_month_chf\\\"] += month; b[\\\"known_recurring_year_chf\\\"] += year\\n        if item[\\\"recurring_type\\\"] == \\\"subscription\\\": b[\\\"subscription_count\\\"] += 1\\n        if item[\\\"recurring_type\\\"] == \\\"fixed_cost\\\": b[\\\"fixed_cost_count\\\"] += 1\\n    category_breakdown = [{**v, \\\"known_recurring_month_chf\\\": _fmt(v[\\\"known_recurring_month_chf\\\"]), \\\"known_recurring_year_chf\\\": _fmt(v[\\\"known_recurring_year_chf\\\"])} for v in by_cat.values()]\\n    total_expense = sum((_dec(r[\\\"amount_chf\\\"] or r[\\\"amount_original\\\"]) for r in conn.execute(\\\"SELECT amount_chf, amount_original FROM budget_transactions WHERE status='confirmed' AND transaction_type IN ('expense','fee')\\\").fetchall()), Decimal(\\\"0\\\"))\\n    fixed_quote = Decimal(\\\"0\\\") if total_expense == 0 else (fixed_year / Decimal(\\\"12\\\")) / total_expense * Decimal(\\\"100\\\")\\n    return {\\\"purpose\\\": \\\"fixed_costs_subscriptions_v1\\\", \\\"candidates\\\": candidates, \\\"active\\\": active, \\\"warnings\\\": warnings, \\\"category_breakdown\\\": category_breakdown, \\\"analytics\\\": {\\\"fixed_cost_quote_percent\\\": _fmt(fixed_quote), \\\"subscriptions_year_chf\\\": _fmt(subscriptions_year), \\\"fixed_costs_year_chf\\\": _fmt(fixed_year), \\\"top_subscriptions\\\": [a for a in active if a[\\\"recurring_type\\\"] == \\\"subscription\\\"][:10]}}\\n\\n\\ndef classify_transaction_recurring_type(conn: Connection, row: Any) -> str:\\n    if row[\\\"transaction_type\\\"] not in {\\\"expense\\\", \\\"fee\\\"}:\\n        return \\\"unknown\\\"\\n    merchant = str(row[\\\"payee\\\"] or row[\\\"description\\\"] or \\\"\\\")\\n    for rec in conn.execute(\\\"SELECT * FROM budget_recurring_payments WHERE status='active'\\\").fetchall():\\n        if rec[\\\"category_id\\\"] == row[\\\"category_id\\\"] and _similar_key(rec[\\\"name\\\"]) and _similar_key(rec[\\\"name\\\"]) in _similar_key(merchant):\\n            return rec[\\\"recurring_type\\\"]\\n    return \\\"one_off\\\"\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_recurring.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "{\"bytes_written\": 22351, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_xwKA0ws0YQEFRW0DOBj2TWzj"
    },
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      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_Yl0l9AyEzuWoGuMV3c6ZOWGe",
          "call_id": "call_Yl0l9AyEzuWoGuMV3c6ZOWGe",
          "response_item_id": "fc_08efd988e539badb016a0c25fa73648191a5308eb87446f7f1",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src pytest tests/unit/test_fixed_costs_subscriptions_v1.py -q\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"....F.                                                                   [100%]\\n=================================== FAILURES ===================================\\n_____ test_integrations_dashboard_budgetplanning_and_data_explorer_fields ______\\n\\n    def test_integrations_dashboard_budgetplanning_and_data_explorer_fields() -> None:\\n        conn = db(); account, media, _food, _insurance = setup(conn)\\n        preview = preview_manual_recurring_payment(conn, {\\\"name\\\": \\\"Netflix\\\", \\\"category_id\\\": media, \\\"expected_amount_text\\\": \\\"20.00\\\", \\\"frequency\\\": \\\"monthly\\\", \\\"recurring_type\\\": \\\"subscription\\\", \\\"expected_day_of_month\\\": 5})\\n        confirm_manual_recurring_payment(conn, preview[\\\"payload\\\"])\\n        tx(conn, account, media, \\\"Netflix\\\", \\\"20.00\\\", \\\"2026-02-05\\\")\\n    \\n        dash = get_recurring_dashboard(conn, today=\\\"2026-03-01\\\")\\n        assert dash[\\\"analytics\\\"][\\\"fixed_cost_quote_percent\\\"] is not None\\n        assert dash[\\\"analytics\\\"][\\\"subscriptions_year_chf\\\"] == \\\"240.00\\\"\\n        assert dash[\\\"category_breakdown\\\"][0][\\\"known_recurring_month_chf\\\"] == \\\"20.00\\\"\\n    \\n        from jarvis_finance.services.budget_planning import get_budget_planning_matrix\\n        row = next(r for r in get_budget_planning_matrix(conn, year=\\\"2026\\\", current_month=\\\"2026-02\\\")[\\\"rows\\\"] if r[\\\"category_id\\\"] == media)\\n>       assert row[\\\"known_recurring_month_chf\\\"] == \\\"20.00\\\"\\n               ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nE       KeyError: 'known_recurring_month_chf'\\n\\ntests/unit/test_fixed_costs_subscriptions_v1.py:134: KeyError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_fixed_costs_subscriptions_v1.py::test_integrations_dashboard_budgetplanning_and_data_explorer_fields\\n1 failed, 5 passed in 0.60s\", \"exit_code\": 1, \"error\": null}\n\n[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]",
      "tool_call_id": "call_Yl0l9AyEzuWoGuMV3c6ZOWGe"
    },
    {
      "role": "assistant",
      "content": "Backend-Service grün bis auf die erwartete Integration: Budgetplanung kennt Recurring-Anteile noch nicht. Ich erweitere jetzt Budgetplanung und Daten-Explorer um die Recurring-Felder.",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
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          "id": "rs_08efd988e539badb016a0c2602ce6881919364783a5cad4a3d",
          "summary": []
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Backend-Service grün bis auf die erwartete Integration: Budgetplanung kennt Recurring-Anteile noch nicht. Ich erweitere jetzt Budgetplanung und Daten-Explorer um die Recurring-Felder."
            }
          ],
          "id": "msg_08efd988e539badb016a0c260404bc8191b538f9ecded6bb1d",
          "phase": "commentary"
        }
      ],
      "tool_calls": [
        {
          "id": "call_nVl0xeJTISlPYqkxQ6WS6Vnp",
          "call_id": "call_nVl0xeJTISlPYqkxQ6WS6Vnp",
          "response_item_id": "fc_08efd988e539badb016a0c2604804c8191abdd149efea40ad0",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py')\\ns=p.read_text()\\nprint(s[s.find('def get_budget_planning_matrix'):s.find('def get_budget_planning_matrix')+2600])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"def get_budget_planning_matrix(conn: Connection, *, year: str = \\\"2026\\\", current_month: str | None = None) -> dict[str, Any]:\\n    current_month = current_month or f\\\"{year}-12\\\"\\n    elapsed = max(1, min(12, int(current_month[5:7])))\\n    cats = conn.execute(\\\"SELECT category_id, name, sort_order FROM budget_categories WHERE is_active=1 AND category_type='expense' ORDER BY sort_order, name\\\").fetchall()\\n    plans = _plan_amounts(conn, year)\\n    actuals = _actual_months(conn, year)\\n    previous = _previous_year_months(conn, str(int(year) - 1))\\n    rows = []\\n    without_budget: list[str] = []\\n    without_previous: list[str] = []\\n    for cat in cats:\\n        cid = str(cat[\\\"category_id\\\"])\\n        plan = plans.get(cid, {})\\n        budget_month = Decimal(str(plan.get(\\\"budget_month\\\", \\\"0\\\"))) if plan else Decimal(\\\"0\\\")\\n        budget_year = Decimal(str(plan.get(\\\"budget_year\\\", \\\"0\\\"))) if plan else Decimal(\\\"0\\\")\\n        has_budget = budget_year > 0 or budget_month > 0\\n        months_2026 = {m: actuals.get(cid, {}).get(m, Decimal(\\\"0\\\")) for m in MONTHS}\\n        actual_ytd = sum((months_2026[m] for m in MONTHS[:elapsed]), Decimal(\\\"0\\\"))\\n        prev_map = previous.get(cid, {})\\n        if \\\"__year__\\\" in prev_map:\\n            prev_total = prev_map[\\\"__year__\\\"]\\n            prev_months = {m: Decimal(\\\"0\\\") for m in MONTHS}\\n        else:\\n            prev_months = {m: prev_map.get(m, Decimal(\\\"0\\\")) for m in MONTHS}\\n            prev_total = sum(prev_months.values(), Decimal(\\\"0\\\"))\\n        has_previous = prev_total > 0\\n        if not has_budget:\\n            without_budget.append(cid)\\n        if not has_previous:\\n            without_previous.append(cid)\\n        linear = (actual_ytd / Decimal(elapsed)) * Decimal(\\\"12\\\") if actual_ytd else (budget_year if has_budget else Decimal(\\\"0\\\"))\\n        adjusted = actual_ytd + (Decimal(\\\"12\\\") - Decimal(elapsed)) * budget_month if actual_ytd or has_budget else Decimal(\\\"0\\\")\\n        current_no = current_month[5:7]\\n        plausibility = _plausibility_checks(budget_year=budget_year, previous_total=prev_total, actual_ytd=actual_ytd, forecast=adjusted, has_budget=has_budget, has_previous=has_previous)\\n        row = {\\n            \\\"category_id\\\": cid,\\n            \\\"category\\\": str(cat[\\\"name\\\"]),\\n            \\\"category_type\\\": \\\"expense\\\",\\n            \\\"budget_month_chf\\\": _fmt(budget_month) if has_budget else None,\\n            \\\"budget_year_chf\\\": _fmt(budget_year) if has_budget else None,\\n            \\\"budget_cadence\\\": str(plan.get(\\\"cadence\\\") or \\\"monthly\\\") if plan else None,\\n            \\\"has_budget\\\": has_budget,\\n            \\\"actual_current_month_chf\\\": _fmt(months_2026[current_no\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_nVl0xeJTISlPYqkxQ6WS6Vnp"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_zNQ72hVz3O12qon9xG01a07P",
          "call_id": "call_zNQ72hVz3O12qon9xG01a07P",
          "response_item_id": "fc_08efd988e539badb016a0c260beb088191b01cb5c919eed6aa",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py')\\ns=p.read_text(); i=s.find('\\\"monthly_chart\\\"')-1000\\nprint(s[i:i+1600])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\n            \\\"actual_vs_budget_chf\\\": _fmt(actual_ytd - budget_year),\\n            \\\"forecast_vs_budget_chf\\\": _fmt(adjusted - budget_year),\\n            \\\"current_month_vs_budget_chf\\\": _fmt(months_2026[current_no] - budget_month),\\n            \\\"current_month_vs_previous_year_chf\\\": _fmt(months_2026[current_no] - prev_months.get(current_no, Decimal(\\\"0\\\"))),\\n            \\\"ytd_vs_previous_year_chf\\\": _fmt(actual_ytd - sum((prev_months[m] for m in MONTHS[:elapsed]), Decimal(\\\"0\\\"))),\\n            \\\"forecast_vs_previous_year_chf\\\": _fmt(adjusted - prev_total),\\n            \\\"status\\\": _status(has_budget, budget_year, adjusted, actual_ytd),\\n            \\\"status_color\\\": \\\"gray\\\",\\n            \\\"data_explorer_url\\\": f\\\"/planning/budget/analysis/data-explorer?year={year}&type=expense&category_id={cid}\\\",\\n            \\\"effective_expenses_url\\\": f\\\"/planning/budget/expenses/actual?year={year}&category_id={cid}\\\",\\n            \\\"monthly_detail_url\\\": f\\\"/planning/budget/status?category_id={cid}&month={current_month}\\\",\\n            \\\"monthly_chart\\\": [{\\\"month\\\": m, \\\"actual_2026_chf\\\": _fmt(months_2026[m]), \\\"budget_chf\\\": _fmt(budget_month), \\\"actual_2025_chf\\\": _fmt(prev_months.get(m, Decimal(\\\"0\\\"))), \\\"deviation_chf\\\": _fmt(months_2026[m] - budget_month)} for m in MONTHS],\\n            \\\"plausibility_checks\\\": plausibility,\\n        }\\n        rows.append(row)\\n    return {\\n        \\\"purpose\\\": \\\"budget_planning_forecast_v1\\\",\\n        \\\"year\\\": year,\\n        \\\"previous_year\\\": str(int(year) - 1),\\n        \\\"current_month\\\": current_month,\\n        \\\"forecast_method\\\": \\\"budget_adjusted_forecast = Ist bisher + Restmonate × Budget Monat; linear_forecas\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_zNQ72hVz3O12qon9xG01a07P"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_b8t8IOLUzNME7Me701gpj3yT",
          "call_id": "call_b8t8IOLUzNME7Me701gpj3yT",
          "response_item_id": "fc_08efd988e539badb016a0c2613cb108191b8a6f7ecb8915189",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"    previous = _previous_year_months(conn, str(int(year) - 1))\\n    recurring_by_category: dict[str, dict[str, Decimal]] = {}\\n    try:\\n        for r in conn.execute(\\\"SELECT category_id, expected_amount_text, frequency, recurring_type FROM budget_recurring_payments WHERE status='active'\\\").fetchall():\\n            amount = Decimal(str(r[\\\"expected_amount_text\\\"] or \\\"0\\\"))\\n            if r[\\\"frequency\\\"] == \\\"monthly\\\":\\n                month_amount, year_amount = amount, amount * Decimal(\\\"12\\\")\\n            elif r[\\\"frequency\\\"] == \\\"quarterly\\\":\\n                month_amount, year_amount = amount / Decimal(\\\"3\\\"), amount * Decimal(\\\"4\\\")\\n            elif r[\\\"frequency\\\"] == \\\"yearly\\\":\\n                month_amount, year_amount = amount / Decimal(\\\"12\\\"), amount\\n            elif r[\\\"frequency\\\"] == \\\"weekly\\\":\\n                month_amount, year_amount = amount * Decimal(\\\"52\\\") / Decimal(\\\"12\\\"), amount * Decimal(\\\"52\\\")\\n            else:\\n                month_amount, year_amount = Decimal(\\\"0\\\"), Decimal(\\\"0\\\")\\n            bucket = recurring_by_category.setdefault(str(r[\\\"category_id\\\"]), {\\\"month\\\": Decimal(\\\"0\\\"), \\\"year\\\": Decimal(\\\"0\\\")})\\n            bucket[\\\"month\\\"] += month_amount; bucket[\\\"year\\\"] += year_amount\\n    except Exception:\\n        recurring_by_category = {}\\n    rows = []\",\"old_string\":\"    previous = _previous_year_months(conn, str(int(year) - 1))\\n    rows = []\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n@@ -408,6 +408,24 @@\\n     plans = _plan_amounts(conn, year)\\n     actuals = _actual_months(conn, year)\\n     previous = _previous_year_months(conn, str(int(year) - 1))\\n+    recurring_by_category: dict[str, dict[str, Decimal]] = {}\\n+    try:\\n+        for r in conn.execute(\\\"SELECT category_id, expected_amount_text, frequency, recurring_type FROM budget_recurring_payments WHERE status='active'\\\").fetchall():\\n+            amount = Decimal(str(r[\\\"expected_amount_text\\\"] or \\\"0\\\"))\\n+            if r[\\\"frequency\\\"] == \\\"monthly\\\":\\n+                month_amount, year_amount = amount, amount * Decimal(\\\"12\\\")\\n+            elif r[\\\"frequency\\\"] == \\\"quarterly\\\":\\n+                month_amount, year_amount = amount / Decimal(\\\"3\\\"), amount * Decimal(\\\"4\\\")\\n+            elif r[\\\"frequency\\\"] == \\\"yearly\\\":\\n+                month_amount, year_amount = amount / Decimal(\\\"12\\\"), amount\\n+            elif r[\\\"frequency\\\"] == \\\"weekly\\\":\\n+                month_amount, year_amount = amount * Decimal(\\\"52\\\") / Decimal(\\\"12\\\"), amount * Decimal(\\\"52\\\")\\n+            else:\\n+                month_amount, year_amount = Decimal(\\\"0\\\"), Decimal(\\\"0\\\")\\n+            bucket = recurring_by_category.setdefault(str(r[\\\"category_id\\\"]), {\\\"month\\\": Decimal(\\\"0\\\"), \\\"year\\\": Decimal(\\\"0\\\")})\\n+            bucket[\\\"month\\\"] += month_amount; bucket[\\\"year\\\"] += year_amount\\n+    except Exception:\\n+        recurring_by_category = {}\\n     rows = []\\n     without_budget: list[str] = []\\n     without_previous: list[str] = []\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py was modified by sibling subagent '20260518_233619_1d0ee8' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.\"}",
      "tool_call_id": "call_b8t8IOLUzNME7Me701gpj3yT"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_4ZODYiBgFC6rPhbtcPP9VOrk",
          "call_id": "call_4ZODYiBgFC6rPhbtcPP9VOrk",
          "response_item_id": "fc_08efd988e539badb016a0c262075b081919669f3e076a1258a",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"        current_no = current_month[5:7]\\n        recurring = recurring_by_category.get(cid, {\\\"month\\\": Decimal(\\\"0\\\"), \\\"year\\\": Decimal(\\\"0\\\")})\\n        fixed_cost_quote = Decimal(\\\"0\\\") if budget_month == 0 else recurring[\\\"month\\\"] / budget_month * Decimal(\\\"100\\\")\\n        plausibility = _plausibility_checks\",\"old_string\":\"        current_no = current_month[5:7]\\n        plausibility = _plausibility_checks\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n@@ -452,6 +452,8 @@\\n         linear = (actual_ytd / Decimal(elapsed)) * Decimal(\\\"12\\\") if actual_ytd else (budget_year if has_budget else Decimal(\\\"0\\\"))\\n         adjusted = actual_ytd + (Decimal(\\\"12\\\") - Decimal(elapsed)) * budget_month if actual_ytd or has_budget else Decimal(\\\"0\\\")\\n         current_no = current_month[5:7]\\n+        recurring = recurring_by_category.get(cid, {\\\"month\\\": Decimal(\\\"0\\\"), \\\"year\\\": Decimal(\\\"0\\\")})\\n+        fixed_cost_quote = Decimal(\\\"0\\\") if budget_month == 0 else recurring[\\\"month\\\"] / budget_month * Decimal(\\\"100\\\")\\n         plausibility = _plausibility_checks(budget_year=budget_year, previous_total=prev_total, actual_ytd=actual_ytd, forecast=adjusted, has_budget=has_budget, has_previous=has_previous)\\n         row = {\\n             \\\"category_id\\\": cid,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_4ZODYiBgFC6rPhbtcPP9VOrk"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
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          "id": "call_NkrLwV8a2EfiGUFSwhDklYn8",
          "call_id": "call_NkrLwV8a2EfiGUFSwhDklYn8",
          "response_item_id": "fc_08efd988e539badb016a0c2629f5608191a2ebcc8f2decf353",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"            \\\"status_color\\\": \\\"gray\\\",\\n            \\\"known_recurring_month_chf\\\": _fmt(recurring[\\\"month\\\"]),\\n            \\\"known_recurring_year_chf\\\": _fmt(recurring[\\\"year\\\"]),\\n            \\\"fixed_cost_quote_percent\\\": _fmt(fixed_cost_quote),\\n            \\\"variable_actual_year_to_date_chf\\\": _fmt(max(Decimal(\\\"0\\\"), actual_ytd - recurring[\\\"month\\\"] * Decimal(elapsed))),\\n            \\\"data_explorer_url\\\"\",\"old_string\":\"            \\\"status_color\\\": \\\"gray\\\",\\n            \\\"data_explorer_url\\\"\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\\n@@ -482,6 +482,10 @@\\n             \\\"forecast_vs_previous_year_chf\\\": _fmt(adjusted - prev_total),\\n             \\\"status\\\": _status(has_budget, budget_year, adjusted, actual_ytd),\\n             \\\"status_color\\\": \\\"gray\\\",\\n+            \\\"known_recurring_month_chf\\\": _fmt(recurring[\\\"month\\\"]),\\n+            \\\"known_recurring_year_chf\\\": _fmt(recurring[\\\"year\\\"]),\\n+            \\\"fixed_cost_quote_percent\\\": _fmt(fixed_cost_quote),\\n+            \\\"variable_actual_year_to_date_chf\\\": _fmt(max(Decimal(\\\"0\\\"), actual_ytd - recurring[\\\"month\\\"] * Decimal(elapsed))),\\n             \\\"data_explorer_url\\\": f\\\"/planning/budget/analysis/data-explorer?year={year}&type=expense&category_id={cid}\\\",\\n             \\\"effective_expenses_url\\\": f\\\"/planning/budget/expenses/actual?year={year}&category_id={cid}\\\",\\n             \\\"monthly_detail_url\\\": f\\\"/planning/budget/status?category_id={cid}&month={current_month}\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_planning.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_NkrLwV8a2EfiGUFSwhDklYn8"
    },
    {
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      "content": "",
      "reasoning": null,
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      "tool_calls": [
        {
          "id": "call_DDwHIsx6cILInMcKbYrCcrkE",
          "call_id": "call_DDwHIsx6cILInMcKbYrCcrkE",
          "response_item_id": "fc_08efd988e539badb016a0c263082d081919228e7773c240cc6",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"    if filters.get(\\\"tag\\\"):\\n        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) LIKE lower(?))\\\")\\n        params.append(f\\\"%{filters['tag']}%\\\")\",\"old_string\":\"    if filters.get(\\\"tag\\\"):\\n        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) LIKE lower(?))\\\")\\n        params.append(f\\\"%{filters['tag']}%\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": false, \"error\": \"old_string and new_string are identical\", \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
      "tool_call_id": "call_DDwHIsx6cILInMcKbYrCcrkE"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Considering filtering options**\n\nI need to add a filter after the rows in the “get” function. It feels like the easiest way is to filter after applying views with classify. I might have to patch the _tx_view import to make this work. I should use it inside to avoid any circular reference problems. Also, I must remember to filter on recurring_type within the loop. That’s a bit of a puzzle, but I think it’ll be manageable!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Considering filtering options**\n\nI need to add a filter after the rows in the “get” function. It feels like the easiest way is to filter after applying views with classify. I might have to patch the _tx_view import to make this work. I should use it inside to avoid any circular reference problems. Also, I must remember to filter on recurring_type within the loop. That’s a bit of a puzzle, but I think it’ll be manageable!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqDCY810qzmt0xD_ZwYRhUhKyLD9kW9ujQ-_tIxkFb8BXYFXV8hx_gV6Cj-VIg-VcLMgZyOy6tciYOX_J6syU6bZDWthXQd_7xwb7HZoEgHNRq6d0ai98tLyMz7peV5vZRlhi5TjRKXqdqlPvzbKoVETPcpRzqB_F-GI2diqXvG5RHB4NOx4vg8AUG--L6GMyipEPn_S1rV-iBlZCRrbkNWlToaiWqZVhKBmKrX1zNYZRhe8dKchEexVBj7_WDsl4bccwZXNT8ospKSNLfrQM26FCbNhHfDHSvbD48xauZNciSwWPNsVtqu-T93w2gJjcp68D2bcH2q1shldzALABWd6FyK_hhSeKZNnfeGuPaN19JGDOfYIDSanFwmfCHqW90pZpj4qTSxdDSjG0_QvsAg5_qS76VwLJgHN9mJbCjtq30TkfL-vT7x8EZoBIvhg-6_Os9pGzOL2ovem3MHbHPqNclOsZI4OdJcs1nWafICR3jD2fBbzVARJW3H7__T6jA6SapxFTFyRKGQW2zgCfhzdveCpgeYkLvMIx2oWJOUaM12qoyneUkHdGHh7JeIjGHVjfZWWxsRe-vm7QCzKPp-CvqY7NjmJ15LM7VUScVr1yYwRaUs3xTGzF9TUOKJ-W-m_5_MmmT_fGPzT4IchPYDjwwf_iqhpfNSQ7RtcRiiPgsIUac19zc7E5pqQxAbcDEPoZiH-eT2lpO6mulvfXVKyOYyCBz8871XsWF55AC2_rviz9Mjd26fuL24iBFwoX0V0sjuvQJ1h9liUvJ7c965NYV4nYDvP6BO7EOapkDGbJLDArI807PMnY7Q0WrOx1-Flv18L6xDlK-0uFsO_4T7O7vKwscDrX0HE3bX9DKEG3TWu6aUgET_DjZm5tlVxYb5emYXSEpLg4IRU01f798mb9TjPETWEd98lN9ZzHKnsvgdR5gI9TImiWctEs_pAClcvsRfU4glJZd2zAiirqb4FybNgjADUOz20knmxAUrnqTRvYYcJO4iggIUS_YNCxNy6KSJN2xvXMqM7W5GlTiLyD8Q3I2_A2vJiWVDSqxETev2mBMUUhKooTWU7IkO7T0O7LmL0TsjhuwMbpvZfixUMBSA7-wYRnpGv2zBQAuCUp3U3zZt2ex25YcMENKiXYxyQmG",
          "id": "rs_08efd988e539badb016a0c263a154081919d9119d9f8cfee42",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering filtering options**\n\nI need to add a filter after the rows in the “get” function. It feels like the easiest way is to filter after applying views with classify. I might have to patch the _tx_view import to make this work. I should use it inside to avoid any circular reference problems. Also, I must remember to filter on recurring_type within the loop. That’s a bit of a puzzle, but I think it’ll be manageable!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_xqVZvG5PJZ0zK0F1b2ndqkDD",
          "call_id": "call_xqVZvG5PJZ0zK0F1b2ndqkDD",
          "response_item_id": "fc_08efd988e539badb016a0c263c924481919c8b09998a394977",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"        view = _tx_view(row)\\n        try:\\n            from jarvis_finance.services.budget_recurring import classify_transaction_recurring_type\\n            view[\\\"recurring_type\\\"] = classify_transaction_recurring_type(conn, row)\\n        except Exception:\\n            view[\\\"recurring_type\\\"] = \\\"unknown\\\"\\n        requested_recurring_type = filters.get(\\\"recurring_type\\\") or \\\"\\\"\\n        if requested_recurring_type and view[\\\"recurring_type\\\"] != requested_recurring_type:\\n            continue\\n        views.append(view)\",\"old_string\":\"        view = _tx_view(row)\\n        views.append(view)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\\n@@ -119,6 +119,14 @@\\n         merchant_totals[merch] += amount\\n         merchant_counts[merch] += 1\\n         view = _tx_view(row)\\n+        try:\\n+            from jarvis_finance.services.budget_recurring import classify_transaction_recurring_type\\n+            view[\\\"recurring_type\\\"] = classify_transaction_recurring_type(conn, row)\\n+        except Exception:\\n+            view[\\\"recurring_type\\\"] = \\\"unknown\\\"\\n+        requested_recurring_type = filters.get(\\\"recurring_type\\\") or \\\"\\\"\\n+        if requested_recurring_type and view[\\\"recurring_type\\\"] != requested_recurring_type:\\n+            continue\\n         views.append(view)\\n         if amount > largest:\\n             largest = amount; largest_row = view\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_data_explorer.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
      "tool_call_id": "call_xqVZvG5PJZ0zK0F1b2ndqkDD"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Running KPI test**\n\nI'm considering how to handle the KPIs. It seems the total rows shouldn't be filtered out for this test since that's not what we're focusing on. I think I just need to run the test without worrying about those filters. It might be a straightforward check to see the counts as they come. I want to ensure my approach is effective, so I'll go ahead and run it as planned without distractions!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Running KPI test**\n\nI'm considering how to handle the KPIs. It seems the total rows shouldn't be filtered out for this test since that's not what we're focusing on. I think I just need to run the test without worrying about those filters. It might be a straightforward check to see the counts as they come. I want to ensure my approach is effective, so I'll go ahead and run it as planned without distractions!",
      "codex_reasoning_items": [
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          "id": "rs_08efd988e539badb016a0c2644d98881918e7ba9189767f7a1",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Running KPI test**\n\nI'm considering how to handle the KPIs. It seems the total rows shouldn't be filtered out for this test since that's not what we're focusing on. I think I just need to run the test without worrying about those filters. It might be a straightforward check to see the counts as they come. I want to ensure my approach is effective, so I'll go ahead and run it as planned without distractions!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_FVz49pYzsAAGcFtVANyYib7u",
          "call_id": "call_FVz49pYzsAAGcFtVANyYib7u",
          "response_item_id": "fc_08efd988e539badb016a0c2647e874819189a073414dcb0825",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && unset JARVIS_FINANCE_DB_PATH && PYTHONPATH=src pytest tests/unit/test_fixed_costs_subscriptions_v1.py -q\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"......                                                                   [100%]\\n6 passed in 0.51s\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_FVz49pYzsAAGcFtVANyYib7u"
    },
    {
      "role": "assistant",
      "content": "Backend-Zieltests sind grün. Jetzt binde ich Recurring an API/Navigation/UI an und ergänze eine Frontend-Seite mit Kandidaten, Aktiven, Warnungen und manueller Anlage.",
      "reasoning": "**Updating schema testing plans**\n\nI need to update the schema tests, which are expecting 29, but that can wait for later. I also have to work on router endpoints and the frontend. There seems to be a possibility for doing minimal route page tests. I'll need to inspect the router import and the route to make sure everything aligns correctly. It’s crucial to ensure the testing is thorough and dependable!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Updating schema testing plans**\n\nI need to update the schema tests, which are expecting 29, but that can wait for later. I also have to work on router endpoints and the frontend. There seems to be a possibility for doing minimal route page tests. I'll need to inspect the router import and the route to make sure everything aligns correctly. It’s crucial to ensure the testing is thorough and dependable!",
      "codex_reasoning_items": [
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          "id": "rs_08efd988e539badb016a0c264d020481919d428f85bf5f1259",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Updating schema testing plans**\n\nI need to update the schema tests, which are expecting 29, but that can wait for later. I also have to work on router endpoints and the frontend. There seems to be a possibility for doing minimal route page tests. I'll need to inspect the router import and the route to make sure everything aligns correctly. It’s crucial to ensure the testing is thorough and dependable!"
            }
          ]
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Backend-Zieltests sind grün. Jetzt binde ich Recurring an API/Navigation/UI an und ergänze eine Frontend-Seite mit Kandidaten, Aktiven, Warnungen und manueller Anlage."
            }
          ],
          "id": "msg_08efd988e539badb016a0c26528c3c8191aa13d8a637d4b93b",
          "phase": "commentary"
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      ],
      "tool_calls": [
        {
          "id": "call_VQC2bvYcPtbX45Iy1yLPOz2W",
          "call_id": "call_VQC2bvYcPtbX45Iy1yLPOz2W",
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          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":80,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|import { createRouter, createWebHistory } from 'vue-router'\\n     2|\\n     3|const CommandCenter = () => import('@/pages/CommandCenter.vue')\\n     4|const PortfolioPage = () => import('@/pages/PortfolioPage.vue')\\n     5|const CryptoPage = () => import('@/pages/CryptoPage.vue')\\n     6|const EquityPage = () => import('@/pages/EquityPage.vue')\\n     7|const WalletsPage = () => import('@/pages/WalletsPage.vue')\\n     8|const ReportsPage = () => import('@/pages/ReportsPage.vue')\\n     9|const PositionAddPage = () => import('@/pages/PositionAddPage.vue')\\n    10|const RoadmapPage = () => import('@/pages/RoadmapPage.vue')\\n    11|const BudgetOverviewPage = () => import('@/pages/BudgetOverviewPage.vue')\\n    12|const BudgetStatusPage = () => import('@/pages/BudgetStatusPage.vue')\\n    13|const BudgetPlanningPage = () => import('@/pages/BudgetPlanningPage.vue')\\n    14|const BudgetVsActualPage = () => import('@/pages/BudgetVsActualPage.vue')\\n    15|const BudgetTransactionsPage = () => import('@/pages/BudgetTransactionsPage.vue')\\n    16|const BudgetAccountsPage = () => import('@/pages/BudgetAccountsPage.vue')\\n    17|const BudgetCategoriesPage = () => import('@/pages/BudgetCategoriesPage.vue')\\n    18|const BudgetSetupPage = () => import('@/pages/BudgetSetupPage.vue')\\n    19|const BudgetImportReviewPage = () => import('@/pages/BudgetImportReviewPage.vue')\\n    20|const BudgetIncomePage = () => import('@/pages/BudgetIncomePage.vue')\\n    21|const BudgetRulesPage = () => import('@/pages/BudgetRulesPage.vue')\\n    22|const BudgetTransfersPage = () => import('@/pages/BudgetTransfersPage.vue')\\n    23|const DataExplorerPage = () => import('@/pages/DataExplorerPage.vue')\\n    24|const CategoryAnalysisPage = () => import('@/pages/CategoryAnalysisPage.vue')\\n    25|const MonthlyComparisonPage = () => import('@/pages/MonthlyComparisonPage.vue')\\n    26|\\n    27|const later = (title: string, description: string) => ({ component: RoadmapPage, props: { title, description }, meta: { title } })\\n    28|const router = createRouter({\\n    29|  history: createWebHistory(),\\n    30|  routes: [\\n    31|    { path: '/', name: 'command-center', component: CommandCenter, meta: { title: 'Command Center' } },\\n    32|    { path: '/portfolio', name: 'portfolio', component: PortfolioPage, meta: { title: 'Portfolio' } },\\n    33|    { path: '/crypto', name: 'crypto', component: CryptoPage, meta: { title: 'Crypto' } },\\n    34|    { path: '/equity', name: 'equity', component: EquityPage, meta: { title: 'Aktien & ETFs' } },\\n    35|    { path: '/wallets', name: 'wallets', component: WalletsPage, meta: { title: 'Wallets' } },\\n    36|    { path: '/positions/add', name: 'position-add', component: PositionAddPage, meta: { title: 'Position hinzufügen' } },\\n    37|    { path: '/reports', name: 'reports', component: ReportsPage, meta: { title: 'Reports' } },\\n    38|    { path: '/planning/budget', name: 'budget-overview', component: BudgetOverviewPage, meta: { title: 'Budget Übersicht' } },\\n    39|    { path: '/planning/budget/status', name: 'budget-status', component: BudgetStatusPage, meta: { title: 'Budgetstatus nach Kategorie' } },\\n    40|    { path: '/planning/budget/planning', name: 'budget-planning', component: BudgetPlanningPage, meta: { title: 'Budgetplanung' } },\\n    41|    { path: '/planning/budget/transactions', name: 'budget-transactions', component: BudgetTransactionsPage, meta: { title: 'Manuelle Budget-Transaktionen' } },\\n    42|    { path: '/planning/budget/accounts', name: 'budget-accounts', component: BudgetAccountsPage, meta: { title: 'Budget-Konten' } },\\n    43|    { path: '/planning/budget/categories', name: 'budget-categories', component: BudgetCategoriesPage, meta: { title: 'Budget-Kategorien' } },\\n    44|    { 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    45|    { path: '/planning/budget/setup', name: 'budget-setup', component: BudgetSetupPage, meta: { title: 'Excel übernehmen / Seed Review' } },\\n    46|    { path: '/planning/budget/plans', name: 'budget-plans-later', ...later('Budgetpläne', 'Budgetpläne sind produktiv übernommen; Detailpflege folgt als eigener Editor.') },\\n    47|    { path: '/planning/budget/monthly', name: 'budget-monthly-later', ...later('Monatsbudget', 'Monatsbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },\\n    48|    { path: '/planning/budget/yearly', name: 'budget-yearly-later', ...later('Jahresbudget', 'Jahresbudget ist im Budgetstatus je Kategorie sichtbar; Detailseite folgt.') },\\n    49|    { path: '/planning/budget/income', name: 'budget-income', component: BudgetIncomePage, meta: { title: 'Einkünfte' } },\\n    50|    { path: '/planning/budget/income/planned', name: 'budget-income-planned', component: BudgetIncomePage, meta: { title: 'Geplante Einnahmen' } },\\n    51|    { path: '/planning/budget/income/actual', name: 'budget-income-actual', component: BudgetIncomePage, meta: { title: 'Effektive Einnahmen' } },\\n    52|    { path: '/planning/budget/income/forecast', name: 'budget-income-forecast', component: BudgetIncomePage, meta: { title: 'Einkommen Prognose' } },\\n    53|    { path: '/planning/budget/expenses/actual', name: 'budget-expenses-actual', component: BudgetTransactionsPage, meta: { title: 'Effektive Ausgaben' } },\\n    54|    { path: '/planning/budget/expenses/manual', name: 'budget-expenses-manual', component: BudgetTransactionsPage, meta: { title: 'Manuelle Ausgabe' } },\\n    55|    { path: '/planning/budget/expenses/review', name: 'budget-expense-review', component: BudgetImportReviewPage, meta: { title: 'Buchungen prüfen' } },\\n    56|    { path: '/planning/budget/transfers', name: 'budget-transfers', component: BudgetTransfersPage, meta: { title: 'Transfers' } },\\n    57|    { path: '/planning/budget/import-review', redirect: '/planning/budget/expenses/review' },\\n    58|    { path: '/planning/budget/category-assignment', redirect: '/planning/budget/expenses/review' },\\n    59|    { path: '/planning/budget/analysis/budget-vs-actual', name: 'budget-vs-actual', component: BudgetVsActualPage, meta: { title: 'Budget vs Ist' } },\\n    60|    { path: '/planning/budget/analysis/data-explorer', name: 'budget-data-explorer', component: DataExplorerPage, meta: { title: 'Daten-Explorer' } },\\n    61|    { path: '/planning/budget/analysis/categories', name: 'budget-category-analysis', component: CategoryAnalysisPage, meta: { title: 'Kategorieanalyse' } },\\n    62|    { path: '/planning/budget/analysis/monthly', name: 'budget-monthly-analysis', component: MonthlyComparisonPage, meta: { title: 'Monatsvergleich' } },\\n    63|    { path: '/planning/budget/analysis/forecast', name: 'budget-forecast', component: BudgetOverviewPage, meta: { title: 'Prognose' } },\\n    64|    { path: '/planning/budget/analysis/traffic-lights', name: 'budget-traffic-lights', component: BudgetOverviewPage, meta: { title: 'Ampeln' } },\\n    65|    { path: '/planning/budget/imports', name: 'budget-imports-later', ...later('Imports, später', 'VISA/Migros/Cumulus-Massenimporte bleiben später; aktuell nur kontrollierter Review-Seed.') },\\n    66|    { path: '/planning/budget/rules', name: 'budget-rules', component: BudgetRulesPage, meta: { title: 'Regeln' } },\\n    67|    { path: '/planning/budget/fixed-costs', name: 'budget-fixed-costs-later', ...later('Fixkosten, später', 'Recurring Candidates bleiben Review-/Roadmap-Objekte.') },\\n    68|    { path: '/planning/budget/duplicates', name: 'budget-duplicates-later', ...later('Duplikate, später', 'Minimale Duplikaterkennung existiert im Import Review; Detailmodul folgt später.') },\\n    69|    { path: '/planning/budget/migros-cumulus', name: 'budget-migros-later', ...later('Migros/Cumulus Details', 'Details folgen nach kontrolliertem Import-Review.') },\\n    70|    { path: '/planning/budget/visa-import', name: 'budget-visa-later', ...later('VISA Import', 'Kein VISA-Massenimport ohne Dry Run/Review.') },\\n    71|    { path: '/planning/finance', name: 'finance-later', ...later('Finanzplanung, später', 'Langfristige Planung, Ziele und Szenarien folgen später.') },\\n    72|    { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich wird nicht in diesem Sprint gebaut.') },\\n    73|    { path: '/analysis/contribution', name: 'contribution-later', ...later('Contribution, später', 'Gewinnbeitrag / Contribution ist Roadmap, kein Fake-Inhalt.') },\\n    74|    { path: '/analysis/backtest', name: 'backtest-later', ...later('Backtest, später', 'Backtests sind Roadmap-Punkte.') },\\n    75|    { path: '/analysis/analysts', name: 'analysts-later', ...later('Analysten, später', 'Analystenbewertungen folgen später ohne Provider-Abruf beim Rendern.') },\\n    76|    { path: '/planning/goals', name: 'goals-later', ...later('Ziele, später', 'Finanzielle Ziele werden separat geplant.') }\\n    77|  ]\\n    78|})\\n    79|export default router\\n    80|\", \"total_lines\": 79, \"file_size\": 8469, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"content\": \"     1|import { apiGet, apiPost } from './client'\\n     2|\\n     3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }\\n     4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; sort_order?: number; color?: string | null; icon?: string | null; transaction_count?: number; expense_sum_chf?: string | number; active_plan_count?: number; merchant_count?: number; rule_count?: number; children?: BudgetCategory[] }\\n     5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }\\n     6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; category_icon?: string | null; category_color?: string | null; transaction_date: string; transaction_date_group?: string; transaction_type: string; description: string; payee?: string | null; merchant_display_name?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; tag_names?: string[]; line_item_count?: number; article_rows_detail_only?: boolean }\\n     7|export type BudgetTransfer = { transfer_id: string; transaction_date: string; from_account_id: string; to_account_id: string; from_account_name: string; to_account_name: string; description: string; amount_original: string; currency_original: string; transfer_type: string; status: string; notes?: string | null }\\n     8|export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }\\n     9|export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }\\n    10|export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n    11|export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record<string, string>; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\n    12|export type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\\n    13|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown>; review?: Record<string, string>; requires_explicit_confirm?: boolean }\\n    14|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }\\n    15|export type BudgetSeedCandidate = {\\n    16|  seed_candidate_id: string\\n    17|  source_file_label?: string\\n    18|  source_sheet: string\\n    19|  source_row_or_range?: string | null\\n    20|  candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'\\n    21|  source_label?: string | null\\n    22|  proposed_category_id?: string | null\\n    23|  proposed_parent_label?: string | null\\n    24|  proposed_name?: string | null\\n    25|  proposed_period_type?: string | null\\n    26|  proposed_amount_text?: string | null\\n    27|  currency?: string | null\\n    28|  confidence: string\\n    29|  requires_review: boolean\\n    30|  status: string\\n    31|  notes?: string | null\\n    32|}\\n    33|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }\\n    34|export type BudgetStatusRow = { purpose?: string; category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_current_month?: string; actual_year_to_date: string; monthly_actuals?: Record<string, string>; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; linear_forecast?: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; actual_2025_year?: string; previous_year_total?: string; previous_year_months?: Record<string, string>; deviation_previous_year?: string; has_previous_year?: boolean; data_explorer_url?: string; effective_expenses_url?: string; monthly_chart?: Array<Record<string, string>>; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }\\n    35|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; rule_id?: string | null; rule_name?: string | null; account_source?: string | null; covered_by_source?: string | null; linked_candidate_id?: string | null }\\n    36|export type BudgetReviewSummary = { open_total: number; auto_categorized: number; review_needed: number; galaxus_digitec: number; migros_over_50: number; covered_by_migros: number; unclear: number; possible_duplicates: number }\\n    37|export type BudgetRule = { rule_id: string; merchant_contains: string; source_type?: string | null; category_id?: string | null; category_name?: string | null; target_status: string; is_active: boolean; priority?: number; confidence?: string | null; notes?: string | null }\\n    38|export type BudgetMerchant = { merchant_id: string; display_name: string; normalized_name: string; default_category_id?: string | null; default_category_name?: string | null; is_active: boolean; notes?: string | null; alias_count?: number; open_candidate_count?: number }\\n    39|export type BudgetCharts = { year: string; empty_state: boolean; cashflow_by_month: Array<{ year: string; month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; budget_vs_actual_by_category: Array<{ year: string; category_id: string; category: string; category_type: string; budget_year?: string | null; actual_year_to_date: string; forecast_year: string; status: string }>; forecast_overruns: Array<Record<string, string>> }\\n    40|export type CategoryAnalysis = { year: string; month?: string | null; mode: 'income' | 'expense'; total_chf: string; categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null; transactions_url: string }> }\\n    41|export type MonthlyComparison = { year: string; months: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; savings_rate_percent?: string; cumulative_income_chf?: string; cumulative_expense_chf?: string; transaction_count: number; top_categories: Array<{ category: string; amount_chf: string }>; top_merchants: Array<{ merchant: string; amount_chf: string }>; largest_transactions?: Array<Record<string, string>>; transactions_url: string }> }\\n    42|export type BudgetDataExplorer = { purpose: 'budget_data_explorer'; filters: Record<string, string>; kpis: { income_sum_chf: string; expense_sum_chf: string; net_cashflow_chf: string; transaction_count: number; average_transaction_chf: string; largest_transaction_chf: string; largest_transaction_id?: string | null; top_category: string; top_merchant: string }; transactions: BudgetTransaction[]; top_merchants: Array<{ merchant: string; transaction_count: number; sum_chf: string; average_chf: string; last_transaction_date?: string | null; top_category: string; change_vs_previous_month_chf: string }>; fixed_variable: Record<string, string>; export: { enabled: boolean; target: string; message: string } }\\n    43|export type IncomePlan = { plan_item_id: string; name: string; person_source: string; employer_source?: string; income_type: string; target_month?: string; cadence: string; sort_order?: number; monthly_value_chf: string; annual_value_chf: string; monthly_average_chf?: string; actual_income_year_to_date_chf?: string; forecast_income_year_chf?: string; deviation_year_chf?: string; status_label?: string; category_id: string; category_name: string; is_active: boolean; is_template?: boolean; notes?: string | null }\\n    44|export type IncomeSeedCandidate = { seed_candidate_id: string; candidate_type: string; proposed_name?: string | null; proposed_parent_label?: string | null; confidence: string; requires_review: boolean; status: string; source_sheet?: string; source_row_or_range?: string | null }\\n    45|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }\\n    46|export type BudgetDashboardCockpit = { purpose: 'monthly_cockpit'; month: string; year: string; chart_library: string; kpis: { income_current_month_chf: string; expense_current_month_chf: string; net_cashflow_current_month_chf: string; budget_consumption_percent: string; savings_rate_percent: string; open_review_transactions: number }; monthly_cashflow: { income_chf: string; expense_chf: string; net_cashflow_chf: string }; top_expense_categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null }>; critical_categories: BudgetStatusRow[]; recent_confirmed_expenses: BudgetTransaction[]; open_todos: { review_candidates: number; categories_without_budget: number; unconfirmed_transactions: number } }\\n    47|export type BudgetVsActualAnalysis = { purpose: 'plan_vs_reality_analysis'; year: string; chart_library: string; empty_state: boolean; budget_vs_actual_by_category: BudgetStatusRow[]; top_overruns: Array<Record<string, string>>; top_under_budget: Array<Record<string, string>>; cashflow_by_month: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; category_donut: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; color?: string | null }>; trend_by_month: Array<{ month: string; cumulative_income_chf: string; cumulative_expense_chf: string; cumulative_net_chf: string }> }\\n    48|\\n    49|export const getBudgetDashboardCockpit = (month = '2026-05') => apiGet<BudgetDashboardCockpit>(`/api/budget/dashboard/cockpit?month=${month}`)\\n    50|export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet<BudgetPlanningMatrix>(`/api/budget/planning/matrix?year=${year}${currentMonth ? `&current_month=${encodeURIComponent(currentMonth)}` : ''}`)\\n    51|export const getBudgetPlanningAudit = (categoryId: string) => apiGet<BudgetPlanningAudit>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/audit`)\\n    52|export const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\n    53|export const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\\n    54|export const previewBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/preview', body)\\n    55|export const confirmBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/confirm', body)\\n    56|export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\\n    57|export const getBudgetOverview = (month = '2026-01') => apiGet<BudgetOverview>(`/api/budget/overview?month=${month}`)\\n    58|export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)\\n    59|export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)\\n    60|export const getBudgetCharts = (year = '2026') => apiGet<BudgetCharts>(`/api/budget/charts?year=${year}`)\\n    61|export const getBudgetVsActualAnalysis = (year = '2026') => apiGet<BudgetVsActualAnalysis>(`/api/budget/analysis/budget-vs-actual?year=${year}`)\\n    62|export const getCategoryAnalysis = (year = '2026', txType: 'income' | 'expense' = 'expense', month = '') => {\\n    63|  const params = new URLSearchParams({ year, tx_type: txType })\\n    64|  if (month) params.set('month', month)\\n    65|  return apiGet<CategoryAnalysis>(`/api/budget/analysis/categories?${params.toString()}`)\\n    66|}\\n    67|export const getMonthlyComparison = (year = '2026') => apiGet<MonthlyComparison>(`/api/budget/analysis/monthly-comparison?year=${year}`)\\n    68|export const getBudgetDataExplorer = (filters: Record<string, string> = {}) => {\\n    69|  const params = new URLSearchParams()\\n    70|  Object.entries(filters).forEach(([key, value]) => { if (value) params.set(key, value) })\\n    71|  return apiGet<BudgetDataExplorer>(`/api/budget/analysis/data-explorer?${params.toString()}`)\\n    72|}\\n    73|export const getIncomeStatus = (year = '2026') => apiGet<Record<string, unknown>>(`/api/budget/income/status?year=${year}`)\\n    74|export const getIncomePlans = (year = '2026') => apiGet<IncomePlan[]>(`/api/budget/income/plans?year=${year}`)\\n    75|export const getIncomeSeedCandidates = (year = '2026') => apiGet<IncomeSeedCandidate[]>(`/api/budget/income/seed-candidates?year=${year}`)\\n    76|export const previewIncomePlan = (body: unknown) => apiPost<BudgetPreview>('/api/budget/income/plans/preview', body)\\n    77|export const confirmIncomePlan = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/income/plans/confirm', body)\\n    78|export const previewIncomeTemplates = (year = '2026') => apiPost<Record<string, unknown>>('/api/budget/income/templates/preview', { year })\\n    79|export const confirmIncomeTemplates = (year = '2026') => apiPost<Record<string, unknown>>('/api/budget/income/templates/confirm', { year })\\n    80|export const previewIncomePlanUpdate = (id: string, body: unknown) => apiPost<BudgetPreview & { requires_explicit_confirm?: boolean }>(`/api/budget/income/plans/${id}/update/preview`, body)\\n    81|export const confirmIncomePlanUpdate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/income/plans/${id}/update/confirm`, body)\\n    82|export const reorderIncomePlans = (plan_item_ids: string[], year = '2026') => apiPost<BudgetConfirm & { updated_count: number }>('/api/budget/income/plans/reorder', { plan_item_ids, year })\\n    83|export const archiveIncomePlan = (id: string) => apiPost<BudgetConfirm>(`/api/budget/income/plans/${id}/archive`, {})\\n    84|export const getBudgetTransactions = (query = '') => apiGet<BudgetTransaction[]>(`/api/budget/transactions${query}`)\\n    85|export const getBudgetTransfers = (query = '') => apiGet<BudgetTransfer[]>(`/api/budget/transfers${query}`)\\n    86|export const getBudgetAccounts = () => apiGet<BudgetAccount[]>('/api/budget/accounts')\\n    87|export const getBudgetCategories = () => apiGet<BudgetCategory[]>('/api/budget/categories')\\n    88|export const getBudgetTags = () => apiGet<BudgetTag[]>('/api/budget/tags')\\n    89|export const previewBudgetTransaction = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transactions/preview', body)\\n    90|export const confirmBudgetTransaction = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transactions/confirm', body)\\n    91|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/transactions/${id}/update`, body)\\n    92|export const previewBudgetTransfer = (body: unknown) => apiPost<BudgetPreview>('/api/budget/transfers/preview', body)\\n    93|export const confirmBudgetTransfer = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/transfers/confirm', body)\\n    94|export const previewBudgetAccount = (body: unknown) => apiPost<BudgetPreview>('/api/budget/accounts/preview', body)\\n    95|export const confirmBudgetAccount = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/accounts/confirm', body)\\n    96|export const archiveBudgetAccount = (id: string) => apiPost<BudgetConfirm>(`/api/budget/accounts/${id}/archive`, {})\\n    97|export const previewBudgetCategory = (body: unknown) => apiPost<BudgetPreview>('/api/budget/categories/preview', body)\\n    98|export const confirmBudgetCategory = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/categories/confirm', body)\\n    99|export const previewBudgetCategoryCleanup = () => apiPost<Record<string, unknown> & { preview_id: string; summary: string; target_expense_categories: string[]; auto_mappings: Array<Record<string, unknown>>; review_required: Array<Record<string, unknown>>; empty_categories: Array<Record<string, unknown>>; payload: Record<string, unknown>; warnings: string[] }>('/api/budget/categories/cleanup/preview', {})\\n   100|export const confirmBudgetCategoryCleanup = (body: unknown) => apiPost<Record<string, unknown> & { audit_id: string }>('/api/budget/categories/cleanup/confirm', body)\\n   101|\", \"total_lines\": 164, \"file_size\": 29536, \"truncated\": true, \"hint\": \"Use offset=101 to continue reading (showing 1-100 of 164 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from fastapi import APIRouter, Depends\\n     4|from sqlite3 import Connection\\n     5|\\n     6|from jarvis_finance.api.dependencies import get_db\\n     7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\\n     8|from jarvis_finance.services.budget_categories import (\\n     9|    archive_category,\\n    10|    archive_tag,\\n    11|    confirm_budget_category_cleanup,\\n    12|    confirm_category_merge,\\n    13|    confirm_create_category,\\n    14|    confirm_create_tag,\\n    15|    create_category_preview,\\n    16|    create_tag_preview,\\n    17|    delete_empty_category,\\n    18|    list_category_tree_grouped,\\n    19|    list_categories,\\n    20|    list_tags,\\n    21|    preview_budget_category_cleanup,\\n    22|    preview_category_merges,\\n    23|    reorder_categories,\\n    24|    update_category,\\n    25|)\\n    26|from jarvis_finance.services.budget_csv_imports import import_budget_csv_text, import_profile_specs\\n    27|from jarvis_finance.services.budget_imports import (\\n    28|    archive_reference_year_candidates,\\n    29|    apply_budget_rules_to_open_candidates,\\n    30|    apply_merchant_to_open_candidates,\\n    31|    batch_confirm_safe_candidates,\\n    32|    batch_mark_candidates,\\n    33|    confirm_migros_receipts_2026,\\n    34|    bulk_update_transaction_candidate_category,\\n    35|    confirm_candidate_split,\\n    36|    confirm_transaction_candidate,\\n    37|    create_budget_rule,\\n    38|    create_merchant,\\n    39|    create_merchant_alias,\\n    40|    create_candidate_split,\\n    41|    create_review_category_for_candidate,\\n    42|    deactivate_budget_rule,\\n    43|    detect_duplicate_candidates,\\n    44|    ignore_transaction_candidate,\\n    45|    list_budget_rules,\\n    46|    list_merchants,\\n    47|    list_transaction_candidates,\\n    48|    merge_merchants,\\n    49|    mark_candidate_transfer,\\n    50|    mark_candidate_type,\\n    51|    preview_migros_receipts_2026,\\n    52|    preview_batch_confirm_candidates,\\n    53|    preview_safe_auto_candidates,\\n    54|    preview_transaction_candidate,\\n    55|    prioritize_budget_rule,\\n    56|    reclassify_bank_income_candidates,\\n    57|    reopen_transaction_candidate,\\n    58|    review_candidate_summary,\\n    59|    seed_bank_transfer_candidates_from_rows,\\n    60|    seed_credit_card_candidates_from_rows,\\n    61|    seed_migros_candidates_from_rows,\\n    62|    seed_transaction_candidates_from_csv_text,\\n    63|    seed_transaction_candidates_from_rows,\\n    64|    test_budget_rule,\\n    65|    update_budget_rule,\\n    66|    update_merchant_category,\\n    67|    update_transaction_candidate_category,\\n    68|)\\n    69|from jarvis_finance.services.budget_analytics import get_monthly_comparison\\n    70|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis\\n    71|from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis\\n    72|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    73|from jarvis_finance.services.budget_planning import (\\n    74|    confirm_budget_planning_batch,\\n    75|    confirm_category_budget_values,\\n    76|    get_budget_planning_audit_timeline,\\n    77|    get_budget_planning_matrix,\\n    78|    preview_budget_planning_batch,\\n    79|    preview_budget_planning_excel_template,\\n    80|    preview_category_budget_values,\\n    81|)\\n    82|from jarvis_finance.services.budget_plans import (\\n    83|    archive_budget_plan_item,\\n    84|    confirm_budget_plan_item,\\n    85|    confirm_income_plan_templates,\\n    86|    confirm_update_income_plan_item,\\n    87|    create_budget_plan_item_preview,\\n    88|    list_budget_plan_items,\\n    89|    list_income_plan_items,\\n    90|    list_income_seed_candidates,\\n    91|    preview_income_plan_templates,\\n    92|    preview_update_income_plan_item,\\n    93|    reorder_income_plan_items,\\n    94|)\\n    95|from jarvis_finance.services.budget_seed_review import (\\n    96|    confirm_budget_plan_takeover,\\n    97|    confirm_clear_category_takeover,\\n    98|    confirm_seed_candidate,\\n    99|    convert_unclean_range,\\n   100|    ignore_seed_candidate,\\n   101|    list_seed_candidates,\\n   102|    preview_budget_plan_takeover,\\n   103|    preview_clear_category_takeover,\\n   104|    preview_seed_candidate,\\n   105|    reopen_seed_candidate,\\n   106|    seed_budget_candidates_from_rows,\\n   107|    set_seed_candidate_status,\\n   108|)\\n   109|from jarvis_finance.services.budget_transactions import (\\n   110|    confirm_budget_transaction,\\n   111|\", \"total_lines\": 726, \"file_size\": 32530, \"truncated\": true, \"hint\": \"Use offset=111 to continue reading (showing 1-110 of 726 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -79,6 +79,15 @@\\n     preview_budget_planning_excel_template,\\n     preview_category_budget_values,\\n )\\n+from jarvis_finance.services.budget_recurring import (\\n+    archive_recurring_payment,\\n+    confirm_manual_recurring_payment,\\n+    confirm_recurring_candidate_action,\\n+    detect_recurring_payment_candidates,\\n+    get_recurring_dashboard,\\n+    preview_manual_recurring_payment,\\n+    preview_recurring_candidate_action,\\n+)\\n from jarvis_finance.services.budget_plans import (\\n     archive_budget_plan_item,\\n     confirm_budget_plan_item,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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      "content": "{\"content\": \"   120|    confirm_reverse_budget_transaction,\\n   121|    confirm_transfer,\\n   122|    create_budget_transaction_preview,\\n   123|    create_transfer_preview,\\n   124|    list_budget_transactions,\\n   125|    list_budget_transfers,\\n   126|    reverse_budget_transaction_preview,\\n   127|    update_budget_transaction,\\n   128|)\\n   129|\\n   130|router = APIRouter(prefix=\\\"/budget\\\", tags=[\\\"budget\\\"])\\n   131|\\n   132|\\n   133|@router.get(\\\"/planning/matrix\\\")\\n   134|def budget_planning_matrix(year: str = \\\"2026\\\", current_month: str | None = None, conn: Connection = Depends(get_db)):\\n   135|    return get_budget_planning_matrix(conn, year=year, current_month=current_month)\\n   136|\\n   137|\\n   138|@router.post(\\\"/planning/categories/{category_id}/preview\\\")\\n   139|def budget_planning_category_preview(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   140|    return preview_category_budget_values(conn, category_id, payload)\\n   141|\\n   142|\\n   143|@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\n   144|def budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   145|    return confirm_category_budget_values(conn, category_id, payload)\\n   146|\\n   147|\\n   148|@router.get(\\\"/planning/categories/{category_id}/audit\\\")\\n   149|def budget_planning_category_audit(category_id: str, limit: int = 25, conn: Connection = Depends(get_db)):\\n   150|    return get_budget_planning_audit_timeline(conn, category_id, limit=limit)\\n   151|\\n   152|\\n   153|@router.post(\\\"/planning/batch/preview\\\")\\n   154|def budget_planning_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n   155|    return preview_budget_planning_batch(conn, payload)\\n   156|\\n   157|\\n   158|@router.post(\\\"/planning/batch/confirm\\\")\\n   159|def budget_planning_batch_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n   160|    return confirm_budget_planning_batch(conn, payload)\\n   161|\\n   162|\\n   163|@router.post(\\\"/planning/excel-template/preview\\\")\\n   164|def budget_planning_excel_template_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n   165|\", \"total_lines\": 735, \"file_size\": 32844, \"truncated\": true, \"hint\": \"Use offset=165 to continue reading (showing 120-164 of 735 lines)\", \"is_binary\": false, \"is_image\": false}",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"@router.get(\\\"/recurring\\\")\\ndef recurring_dashboard(today: str | None = None, conn: Connection = Depends(get_db)):\\n    return get_recurring_dashboard(conn, today=today)\\n\\n\\n@router.post(\\\"/recurring/detect\\\")\\ndef recurring_detect(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n    return detect_recurring_payment_candidates(conn, today=(payload or {}).get(\\\"today\\\"))\\n\\n\\n@router.post(\\\"/recurring/manual/preview\\\")\\ndef recurring_manual_preview(payload: dict, conn: Connection = Depends(get_db)):\\n    return preview_manual_recurring_payment(conn, payload)\\n\\n\\n@router.post(\\\"/recurring/manual/confirm\\\")\\ndef recurring_manual_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n    return confirm_manual_recurring_payment(conn, payload)\\n\\n\\n@router.post(\\\"/recurring/candidates/{candidate_id}/preview\\\")\\ndef recurring_candidate_preview(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n    return preview_recurring_candidate_action(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/recurring/candidates/{candidate_id}/confirm\\\")\\ndef recurring_candidate_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n    body = dict(payload); body.setdefault(\\\"candidate_id\\\", candidate_id)\\n    return confirm_recurring_candidate_action(conn, body)\\n\\n\\n@router.post(\\\"/recurring/{recurring_id}/archive\\\")\\ndef recurring_archive(recurring_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n    return archive_recurring_payment(conn, recurring_id, payload or {})\\n\\n\\n@router.get(\\\"/dashboard/cockpit\\\")\",\"old_string\":\"@router.get(\\\"/dashboard/cockpit\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}"
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      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -165,6 +165,42 @@\\n     return preview_budget_planning_excel_template(conn, payload or {})\\n \\n \\n+@router.get(\\\"/recurring\\\")\\n+def recurring_dashboard(today: str | None = None, conn: Connection = Depends(get_db)):\\n+    return get_recurring_dashboard(conn, today=today)\\n+\\n+\\n+@router.post(\\\"/recurring/detect\\\")\\n+def recurring_detect(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n+    return detect_recurring_payment_candidates(conn, today=(payload or {}).get(\\\"today\\\"))\\n+\\n+\\n+@router.post(\\\"/recurring/manual/preview\\\")\\n+def recurring_manual_preview(payload: dict, conn: Connection = Depends(get_db)):\\n+    return preview_manual_recurring_payment(conn, payload)\\n+\\n+\\n+@router.post(\\\"/recurring/manual/confirm\\\")\\n+def recurring_manual_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n+    return confirm_manual_recurring_payment(conn, payload)\\n+\\n+\\n+@router.post(\\\"/recurring/candidates/{candidate_id}/preview\\\")\\n+def recurring_candidate_preview(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n+    return preview_recurring_candidate_action(conn, candidate_id, payload)\\n+\\n+\\n+@router.post(\\\"/recurring/candidates/{candidate_id}/confirm\\\")\\n+def recurring_candidate_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n+    body = dict(payload); body.setdefault(\\\"candidate_id\\\", candidate_id)\\n+    return confirm_recurring_candidate_action(conn, body)\\n+\\n+\\n+@router.post(\\\"/recurring/{recurring_id}/archive\\\")\\n+def recurring_archive(recurring_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n+    return archive_recurring_payment(conn, recurring_id, payload or {})\\n+\\n+\\n @router.get(\\\"/dashboard/cockpit\\\")\\n def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n     return get_budget_dashboard_cockpit(conn, month=month)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   185|    return confirm_manual_recurring_payment(conn, payload)\\n   186|\\n   187|\\n   188|@router.post(\\\"/recurring/candidates/{candidate_id}/preview\\\")\\n   189|def recurring_candidate_preview(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   190|    return preview_recurring_candidate_action(conn, candidate_id, payload)\\n   191|\\n   192|\\n   193|@router.post(\\\"/recurring/candidates/{candidate_id}/confirm\\\")\\n   194|def recurring_candidate_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n   195|    body = dict(payload); body.setdefault(\\\"candidate_id\\\", candidate_id)\\n   196|    return confirm_recurring_candidate_action(conn, body)\\n   197|\\n   198|\\n   199|@router.post(\\\"/recurring/{recurring_id}/archive\\\")\\n   200|def recurring_archive(recurring_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n   201|    return archive_recurring_payment(conn, recurring_id, payload or {})\\n   202|\\n   203|\\n   204|@router.get(\\\"/dashboard/cockpit\\\")\\n   205|def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n   206|    return get_budget_dashboard_cockpit(conn, month=month)\\n   207|\\n   208|\\n   209|@router.get(\\\"/analysis/budget-vs-actual\\\")\\n   210|def budget_vs_actual_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   211|    return get_budget_vs_actual_analysis(conn, year=year)\\n   212|\\n   213|\\n   214|@router.get(\\\"/overview\\\")\\n   215|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\\n   216|    return get_budget_overview(conn, month)\\n   217|\\n   218|\\n   219|@router.get(\\\"/status/categories\\\")\\n   220|def category_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   221|    return get_budget_status_by_category(conn, year=year)\\n   222|\\n   223|\\n   224|@router.get(\\\"/status/categories/{category_id}/months/{month}\\\")\\n   225|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):\\n   226|    return get_category_month_detail(conn, category_id=category_id, month=month)\\n   227|\\n   228|\\n   229|@router.get(\\\"/charts\\\")\\n   230|def budget_charts(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   231|    return get_budget_charts_2026(conn, year=year)\\n   232|\\n   233|\\n   234|@router.get(\\\"/analysis/categories\\\")\\n   235|def category_analysis(year: str = \\\"2026\\\", month: str | None = None, tx_type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n   236|    return get_category_analysis_v2(conn, year=year, month=month, tx_type=tx_type)\\n   237|\\n   238|\\n   239|@router.get(\\\"/analysis/data-explorer\\\")\\n   240|\", \"total_lines\": 771, \"file_size\": 34361, \"truncated\": true, \"hint\": \"Use offset=240 to continue reading (showing 185-239 of 771 lines)\", \"is_binary\": false, \"is_image\": false}",
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          "type": "function",
          "function": {
            "name": "read_file",
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   239|@router.get(\\\"/analysis/data-explorer\\\")\\n   240|def data_explorer(\\n   241|    year: str = \\\"2026\\\",\\n   242|    month: str = \\\"\\\",\\n   243|    date_from: str = \\\"\\\",\\n   244|    date_to: str = \\\"\\\",\\n   245|    type: str = \\\"both\\\",\\n   246|    category_id: str = \\\"\\\",\\n   247|    merchant: str = \\\"\\\",\\n   248|    account_id: str = \\\"\\\",\\n   249|    source_type: str = \\\"\\\",\\n   250|    tag: str = \\\"\\\",\\n   251|    amount_min: str = \\\"\\\",\\n   252|    amount_max: str = \\\"\\\",\\n   253|    search: str = \\\"\\\",\\n   254|    conn: Connection = Depends(get_db),\\n   255|):\\n   256|    return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search)\\n   257|\\n   258|\\n   259|@router.get(\\\"/analysis/merchants\\\")\\n   260|def merchant_analysis(year: str = \\\"2026\\\", month: str = \\\"\\\", merchant: str = \\\"\\\", type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n   261|    return get_merchant_analysis(conn, year=year, month=month, merchant=merchant, type=type)\\n   262|\\n   263|\\n   264|@router.get(\\\"/analysis/budget-deviations\\\")\\n   265|def budget_deviation_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   266|    return get_budget_deviation_analysis(conn, year=year)\\n   267|\\n   268|\\n   269|@router.get(\\\"/analysis/monthly-comparison\\\")\\n   270|def monthly_comparison(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   271|    return get_monthly_comparison(conn, year=year)\\n   272|\\n   273|\\n   274|@router.get(\\\"/income/status\\\")\\n   275|def income_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   276|    return get_income_status(conn, year=year)\\n   277|\\n   278|\\n   279|@router.get(\\\"/income/plans\\\")\\n   280|def income_plans(year: str = \\\"2026\\\", include_archived: bool = False, conn: Connection = Depends(get_db)):\\n   281|    return list_income_plan_items(conn, year=year, include_archived=include_archived)\\n   282|\\n   283|\\n   284|@router.get(\\\"/income/seed-candidates\\\")\\n   285|def income_seed_candidates(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n   286|    return list_income_seed_candidates(conn, year=year)\\n   287|\\n   288|\\n   289|@router.post(\\\"/income/plans/preview\\\")\\n   290|def income_plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n   291|    return create_budget_plan_item_preview(conn, payload)\\n   292|\\n   293|\\n   294|\", \"total_lines\": 771, \"file_size\": 34361, \"truncated\": true, \"hint\": \"Use offset=294 to continue reading (showing 239-293 of 771 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -251,9 +251,10 @@\\n     amount_min: str = \\\"\\\",\\n     amount_max: str = \\\"\\\",\\n     search: str = \\\"\\\",\\n+    recurring_type: str = \\\"\\\",\\n     conn: Connection = Depends(get_db),\\n ):\\n-    return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search)\\n+    return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search, recurring_type=recurring_type)\\n \\n \\n @router.get(\\\"/analysis/merchants\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -10,6 +10,8 @@\\n export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record<string, string>; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record<string, string>; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record<string, string>; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\n export type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\\n+export type BudgetRecurringPayment = { recurring_id: string; name: string; category_id: string; category_name?: string | null; account_id?: string | null; merchant_id?: string | null; expected_amount_text: string; expected_amount_chf?: string; currency: string; frequency: string; expected_day_of_month?: number | null; expected_month?: number | null; amount_tolerance_pct: string; date_tolerance_days: number; recurring_type: string; status: string; source: string; confidence?: string; last_seen_date?: string | null; next_expected_date?: string | null; notes?: string | null; budget_month_chf?: string; budget_year_chf?: string }\\n+export type BudgetRecurringDashboard = { purpose: 'fixed_costs_subscriptions_v1'; candidates: BudgetRecurringPayment[]; active: BudgetRecurringPayment[]; warnings: Array<Record<string, string>>; category_breakdown: Array<Record<string, string | number>>; analytics: Record<string, unknown> }\\n export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record<string, unknown>; review?: Record<string, string>; requires_explicit_confirm?: boolean }\\n export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }\\n export type BudgetSeedCandidate = {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\\nexport const getBudgetRecurringDashboard = () => apiGet<BudgetRecurringDashboard>('/api/budget/recurring')\\nexport const detectBudgetRecurringCandidates = () => apiPost<Record<string, unknown>>('/api/budget/recurring/detect', {})\\nexport const previewBudgetRecurringCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/preview`, body)\\nexport const confirmBudgetRecurringCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/confirm`, body)\\nexport const previewManualRecurringPayment = (body: unknown) => apiPost<BudgetPreview>('/api/budget/recurring/manual/preview', body)\\nexport const confirmManualRecurringPayment = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/recurring/manual/confirm', body)\\nexport const archiveRecurringPayment = (id: string) => apiPost<BudgetConfirm>(`/api/budget/recurring/${encodeURIComponent(id)}/archive`, {})\\nexport const getBudgetOverview\",\"old_string\":\"export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\\nexport const getBudgetOverview\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"}"
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -56,6 +56,13 @@\\n export const previewBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/preview', body)\\n export const confirmBudgetPlanningBatch = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/batch/confirm', body)\\n export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost<Record<string, unknown>>('/api/budget/planning/excel-template/preview', body)\\n+export const getBudgetRecurringDashboard = () => apiGet<BudgetRecurringDashboard>('/api/budget/recurring')\\n+export const detectBudgetRecurringCandidates = () => apiPost<Record<string, unknown>>('/api/budget/recurring/detect', {})\\n+export const previewBudgetRecurringCandidate = (id: string, body: unknown) => apiPost<BudgetPreview>(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/preview`, body)\\n+export const confirmBudgetRecurringCandidate = (id: string, body: unknown) => apiPost<BudgetConfirm>(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/confirm`, body)\\n+export const previewManualRecurringPayment = (body: unknown) => apiPost<BudgetPreview>('/api/budget/recurring/manual/preview', body)\\n+export const confirmManualRecurringPayment = (body: unknown) => apiPost<BudgetConfirm>('/api/budget/recurring/manual/confirm', body)\\n+export const archiveRecurringPayment = (id: string) => apiPost<BudgetConfirm>(`/api/budget/recurring/${encodeURIComponent(id)}/archive`, {})\\n export const getBudgetOverview = (month = '2026-01') => apiGet<BudgetOverview>(`/api/budget/overview?month=${month}`)\\n export const getBudgetStatusByCategory = (year = '2026') => apiGet<BudgetStatusRow[]>(`/api/budget/status/categories?year=${year}`)\\n export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet<BudgetMonthDetail>(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
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            "arguments": "{\"content\":\"<template>\\n  <section class=\\\"space-y-6\\\">\\n    <header class=\\\"flex flex-col gap-3 md:flex-row md:items-end md:justify-between\\\">\\n      <div>\\n        <p class=\\\"text-xs uppercase tracking-[0.25em] text-cyan-600\\\">Budget · Fixkosten & Abos</p>\\n        <h1 class=\\\"mt-2 text-3xl font-semibold text-slate-950\\\">Fixkosten & Subscriptions</h1>\\n        <p class=\\\"mt-2 text-sm text-slate-600\\\">Wiederkehrende Zahlungen aus bestätigten Budgettransaktionen und offenen Kandidaten erkennen, prüfen und auditierbar aktivieren.</p>\\n      </div>\\n      <div class=\\\"flex flex-wrap gap-2\\\">\\n        <button class=\\\"rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold\\\" @click=\\\"load\\\">Aktualisieren</button>\\n        <button class=\\\"rounded-xl bg-cyan-700 px-4 py-2 text-sm font-semibold text-white\\\" @click=\\\"detect\\\">Kandidaten erkennen</button>\\n      </div>\\n    </header>\\n    <div v-if=\\\"message\\\" class=\\\"rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800\\\">{{ message }}</div>\\n    <div v-if=\\\"error\\\" class=\\\"rounded-xl border border-rose-200 bg-rose-50 p-3 text-sm text-rose-800\\\">{{ error }}</div>\\n\\n    <section class=\\\"grid gap-3 md:grid-cols-4\\\">\\n      <article class=\\\"card\\\"><p>Kandidaten</p><strong>{{ dashboard?.candidates.length || 0 }}</strong></article>\\n      <article class=\\\"card\\\"><p>Aktive Fixkosten/Abos</p><strong>{{ dashboard?.active.length || 0 }}</strong></article>\\n      <article class=\\\"card\\\"><p>Warnungen</p><strong>{{ dashboard?.warnings.length || 0 }}</strong></article>\\n      <article class=\\\"card\\\"><p>Subscriptions/Jahr</p><strong>{{ dashboard?.analytics.subscriptions_year_chf || '0.00' }}</strong></article>\\n    </section>\\n\\n    <section class=\\\"rounded-2xl border border-amber-200 bg-amber-50 p-4\\\" v-if=\\\"dashboard?.warnings.length\\\">\\n      <h2 class=\\\"font-bold text-amber-950\\\">Dashboard-Warnungen</h2>\\n      <div class=\\\"mt-2 grid gap-2 md:grid-cols-2\\\">\\n        <article v-for=\\\"w in dashboard.warnings\\\" :key=\\\"String(w.status)+String(w.recurring_id)\\\" class=\\\"rounded-xl bg-white p-3 text-sm\\\">\\n          <strong>{{ label(String(w.status)) }}</strong><p>{{ w.name }} · Priorität {{ w.priority || 'normal' }}</p>\\n        </article>\\n      </div>\\n    </section>\\n\\n    <section class=\\\"rounded-2xl border border-slate-200 bg-white p-4 shadow-sm\\\">\\n      <div class=\\\"flex items-center justify-between\\\"><h2 class=\\\"text-xl font-bold\\\">Erkannte Kandidaten</h2><span class=\\\"text-sm text-slate-500\\\">Preview → Confirm → Audit</span></div>\\n      <div class=\\\"mt-3 hidden overflow-x-auto md:block\\\"><table class=\\\"min-w-full text-sm\\\"><thead><tr><th>Name/Händler</th><th>Kategorie</th><th>Typ-Vorschlag</th><th>Häufigkeit</th><th>Erwarteter Betrag</th><th>Letzte</th><th>Nächste</th><th>Confidence</th><th>Aktionen</th></tr></thead><tbody><tr v-for=\\\"c in dashboard?.candidates || []\\\" :key=\\\"c.recurring_id\\\" class=\\\"border-t\\\"><td>{{ c.name }}</td><td>{{ c.category_name }}</td><td>{{ label(c.recurring_type) }}</td><td>{{ label(c.frequency) }}</td><td>{{ c.expected_amount_chf || c.expected_amount_text }}</td><td>{{ c.last_seen_date }}</td><td>{{ c.next_expected_date }}</td><td>{{ c.confidence }}</td><td class=\\\"flex gap-1 py-2\\\"><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'activate','fixed_cost')\\\">Fixkosten</button><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'activate','subscription')\\\">Abo</button><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'activate','variable_recurring')\\\">Variabel</button><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'ignore')\\\">Ignorieren</button></td></tr></tbody></table></div>\\n      <div class=\\\"mt-3 grid gap-3 md:hidden\\\"><article v-for=\\\"c in dashboard?.candidates || []\\\" :key=\\\"c.recurring_id\\\" class=\\\"rounded-xl border p-3\\\"><strong>{{ c.name }}</strong><p>{{ label(c.recurring_type) }} · {{ label(c.frequency) }} · {{ c.expected_amount_chf || c.expected_amount_text }}</p><div class=\\\"mt-2 flex flex-wrap gap-1\\\"><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'activate','fixed_cost')\\\">Fixkosten</button><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'activate','subscription')\\\">Abo</button><button class=\\\"btn\\\" @click=\\\"candidateAction(c,'ignore')\\\">Ignorieren</button></div></article></div>\\n    </section>\\n\\n    <section class=\\\"rounded-2xl border border-slate-200 bg-white p-4 shadow-sm\\\">\\n      <h2 class=\\\"text-xl font-bold\\\">Aktive Fixkosten / Abos</h2>\\n      <div class=\\\"mt-3 grid gap-3 md:grid-cols-2\\\">\\n        <article v-for=\\\"a in dashboard?.active || []\\\" :key=\\\"a.recurring_id\\\" class=\\\"rounded-xl border p-4\\\">\\n          <div class=\\\"flex items-start justify-between\\\"><div><strong>{{ a.name }}</strong><p class=\\\"text-sm text-slate-500\\\">{{ label(a.recurring_type) }} · {{ label(a.frequency) }}</p></div><span class=\\\"rounded-full bg-emerald-100 px-2 py-1 text-xs font-semibold text-emerald-800\\\">{{ a.status }}</span></div>\\n          <dl class=\\\"mt-3 grid grid-cols-2 gap-2 text-sm\\\"><dt>Erwartet</dt><dd>{{ a.expected_amount_chf || a.expected_amount_text }}</dd><dt>Monat</dt><dd>{{ a.budget_month_chf }}</dd><dt>Jahr</dt><dd>{{ a.budget_year_chf }}</dd><dt>Nächste Zahlung</dt><dd>{{ a.next_expected_date || '—' }}</dd></dl>\\n          <button class=\\\"mt-3 rounded-lg border border-rose-300 px-3 py-2 text-sm font-semibold text-rose-700\\\" @click=\\\"archive(a)\\\">Archivieren</button>\\n        </article>\\n      </div>\\n    </section>\\n\\n    <section class=\\\"rounded-2xl border border-slate-200 bg-white p-4 shadow-sm\\\">\\n      <h2 class=\\\"text-xl font-bold\\\">Manuelle Fixkosten erfassen</h2>\\n      <div class=\\\"mt-3 grid gap-3 md:grid-cols-4\\\"><input v-model=\\\"manual.name\\\" class=\\\"field\\\" placeholder=\\\"Name\\\" /><select v-model=\\\"manual.category_id\\\" class=\\\"field\\\"><option value=\\\"\\\">Kategorie</option><option v-for=\\\"c in categories\\\" :key=\\\"c.category_id\\\" :value=\\\"c.category_id\\\">{{ c.name }}</option></select><input v-model=\\\"manual.expected_amount_text\\\" class=\\\"field\\\" placeholder=\\\"Erwarteter Betrag\\\" /><select v-model=\\\"manual.frequency\\\" class=\\\"field\\\"><option value=\\\"monthly\\\">monatlich</option><option value=\\\"quarterly\\\">quartalsweise</option><option value=\\\"yearly\\\">jährlich</option><option value=\\\"weekly\\\">wöchentlich</option><option value=\\\"irregular\\\">unregelmässig</option></select><select v-model=\\\"manual.recurring_type\\\" class=\\\"field\\\"><option value=\\\"fixed_cost\\\">Fixkosten</option><option value=\\\"subscription\\\">Abo</option><option value=\\\"variable_recurring\\\">wiederkehrend variabel</option></select><input v-model=\\\"manual.expected_day_of_month\\\" class=\\\"field\\\" placeholder=\\\"Fälligkeit Tag\\\" /><input v-model=\\\"manual.amount_tolerance_pct\\\" class=\\\"field\\\" placeholder=\\\"Toleranz %\\\" /><input v-model=\\\"manual.notes\\\" class=\\\"field\\\" placeholder=\\\"Notiz\\\" /></div>\\n      <div class=\\\"mt-3 flex justify-end gap-2\\\"><button class=\\\"rounded-lg border px-3 py-2\\\" @click=\\\"previewManual\\\">Preview</button><button class=\\\"rounded-lg bg-cyan-700 px-3 py-2 font-semibold text-white\\\" :disabled=\\\"!preview\\\" @click=\\\"confirmManual\\\">Confirm</button></div>\\n      <div v-if=\\\"preview\\\" class=\\\"mt-3 rounded-xl border border-amber-200 bg-amber-50 p-3 text-sm\\\"><strong>{{ preview.summary }}</strong><p>Monat: {{ preview.review?.budget_month_chf }} · Jahr: {{ preview.review?.budget_year_chf }}</p></div>\\n    </section>\\n  </section>\\n</template>\\n<script setup lang=\\\"ts\\\">\\nimport { onMounted, reactive, ref } from 'vue'\\nimport { archiveRecurringPayment, confirmBudgetRecurringCandidate, confirmManualRecurringPayment, detectBudgetRecurringCandidates, getBudgetCategories, getBudgetRecurringDashboard, previewBudgetRecurringCandidate, previewManualRecurringPayment, type BudgetCategory, type BudgetPreview, type BudgetRecurringDashboard, type BudgetRecurringPayment } from '@/api/budget'\\nconst dashboard = ref<BudgetRecurringDashboard | null>(null); const categories = ref<BudgetCategory[]>([]); const message = ref(''); const error = ref(''); const preview = ref<BudgetPreview | null>(null)\\nconst manual = reactive({ name:'', category_id:'', expected_amount_text:'', frequency:'monthly', recurring_type:'subscription', expected_day_of_month:'', amount_tolerance_pct:'10', notes:'' })\\nconst labels: Record<string,string> = { fixed_cost:'Fixkosten', subscription:'Abo', variable_recurring:'Wiederkehrend variabel', monthly:'monatlich', quarterly:'quartalsweise', yearly:'jährlich', weekly:'wöchentlich', irregular:'unregelmässig', missing_expected_payment:'Zahlung fehlt', amount_changed:'Betrag verändert', possible_duplicate_subscription:'Mögliches Doppel-Abo' }\\nconst label = (v: string) => labels[v] || v\\nasync function load(){ try { dashboard.value = await getBudgetRecurringDashboard(); categories.value = (await getBudgetCategories()).filter(c=>c.category_type==='expense'); error.value='' } catch(e){ error.value = e instanceof Error ? e.message : 'Fixkosten konnten nicht geladen werden' } }\\nasync function detect(){ await detectBudgetRecurringCandidates(); message.value='Kandidatenerkennung aktualisiert'; await load() }\\nasync function candidateAction(c: BudgetRecurringPayment, action: string, recurring_type?: string){ const p = await previewBudgetRecurringCandidate(c.recurring_id, { action, recurring_type }); const r = await confirmBudgetRecurringCandidate(c.recurring_id, p.payload); message.value = `Gespeichert. Audit: ${r.audit_id}`; await load() }\\nasync function archive(a: BudgetRecurringPayment){ const r = await archiveRecurringPayment(a.recurring_id); message.value = `Archiviert. Audit: ${r.audit_id}`; await load() }\\nfunction manualPayload(){ return { ...manual, expected_day_of_month: manual.expected_day_of_month ? Number(manual.expected_day_of_month) : undefined, amount_tolerance_pct: manual.amount_tolerance_pct || '10' } }\\nasync function previewManual(){ preview.value = await previewManualRecurringPayment(manualPayload()) }\\nasync function confirmManual(){ if(!preview.value) return; const r = await confirmManualRecurringPayment(preview.value.payload); message.value = `Manuell gespeichert. Audit: ${r.audit_id}`; preview.value = null; await load() }\\nonMounted(load)\\ndefineExpose({ dashboard, candidateAction, previewManual, confirmManual })\\n</script>\\n<style scoped>.card{border:1px solid #e2e8f0;background:white;border-radius:1rem;padding:1rem}.card p{font-size:.75rem;text-transform:uppercase;color:#64748b}.card strong{font-size:1.5rem}.field{border:1px solid #cbd5e1;border-radius:.75rem;padding:.6rem .75rem}.btn{border:1px solid #cbd5e1;border-radius:.6rem;padding:.35rem .55rem;font-size:.75rem;font-weight:600}</style>\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetRecurringPage.vue\"}"
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      "content": "{\"content\": \"     1|<template>\\n     2|  <aside data-testid=\\\"desktop-sidebar\\\" class=\\\"jarvis-sidebar hidden h-full w-72 flex-col overflow-y-auto border-r border-slate-200 bg-white p-5 shadow-sm lg:flex\\\">\\n     3|    <div class=\\\"rounded-2xl bg-gradient-to-br from-cyan-50 to-blue-50 p-4\\\">\\n     4|      <p class=\\\"text-xs font-bold uppercase tracking-[0.3em] text-cyan-700\\\">JARVIS</p>\\n     5|      <h1 class=\\\"mt-2 text-xl font-bold text-slate-950\\\">Finance</h1>\\n     6|      <p class=\\\"mt-1 text-xs text-slate-500\\\">PrimeVue Aura Light</p>\\n     7|    </div>\\n     8|    <nav class=\\\"mt-6 space-y-1\\\">\\n     9|      <RouterLink v-for=\\\"item in mainItems\\\" :key=\\\"item.to\\\" :to=\\\"item.to\\\" class=\\\"nav-link\\\" active-class=\\\"active-nav-link\\\">{{ item.label }}</RouterLink>\\n    10|      <template v-for=\\\"group in budgetGroups\\\" :key=\\\"group.title\\\">\\n    11|        <p class=\\\"pt-4 text-xs font-semibold uppercase tracking-[0.2em] text-slate-600\\\">{{ group.title }}</p>\\n    12|        <RouterLink v-for=\\\"item in group.items\\\" :key=\\\"item.to\\\" :to=\\\"item.to\\\" class=\\\"nav-link\\\" active-class=\\\"active-nav-link\\\">{{ item.label }}</RouterLink>\\n    13|      </template>\\n    14|    </nav>\\n    15|    <footer class=\\\"mt-auto rounded-2xl border border-slate-200 bg-slate-50 p-3 text-xs text-slate-500\\\">\\n    16|      <p class=\\\"font-semibold text-slate-700\\\">User Flow</p>\\n    17|      <p>Lokale Daten automatisch geladen.</p>\\n    18|      <p>Schreibseiten: Preview/Confirm/Audit.</p>\\n    19|    </footer>\\n    20|  </aside>\\n    21|\\n    22|  <button data-testid=\\\"mobile-menu-button\\\" type=\\\"button\\\" class=\\\"pointer-events-auto fixed right-3 top-3 z-[95] min-h-12 rounded-2xl border border-slate-200 bg-white/95 px-4 py-2 text-sm font-bold text-slate-900 shadow-2xl backdrop-blur lg:hidden\\\" @click=\\\"menuOpen = true\\\">Menü</button>\\n    23|  <div v-if=\\\"menuOpen\\\" data-testid=\\\"mobile-menu-drawer\\\" class=\\\"fixed inset-0 z-[100] overflow-y-auto bg-white p-5 pb-28 lg:hidden\\\">\\n    24|    <div class=\\\"flex items-center justify-between gap-4 border-b border-slate-200 pb-4\\\">\\n    25|      <div><p class=\\\"text-xs font-bold uppercase tracking-[0.25em] text-cyan-700\\\">JARVIS</p><h2 class=\\\"text-2xl font-bold text-slate-950\\\">Mobiles Menü</h2></div>\\n    26|      <button data-testid=\\\"mobile-menu-close\\\" type=\\\"button\\\" class=\\\"min-h-12 rounded-xl border border-slate-300 px-4 py-2 font-semibold\\\" @click=\\\"menuOpen = false\\\">Schließen</button>\\n    27|    </div>\\n    28|    <nav data-testid=\\\"mobile-menu-links\\\" class=\\\"mt-5 grid gap-3\\\">\\n    29|      <a v-for=\\\"item in allMobileMenuItems\\\" :key=\\\"item.to\\\" :href=\\\"item.to\\\" :data-testid=\\\"`mobile-menu-link-${item.key}`\\\" class=\\\"block min-h-14 rounded-2xl border border-slate-200 bg-slate-50 px-4 py-4 text-base font-semibold text-slate-900 active:bg-cyan-50\\\" :class=\\\"isActive(item.to) ? 'ring-2 ring-cyan-300' : ''\\\">{{ item.label }}<span class=\\\"block text-xs font-normal text-slate-500\\\">{{ item.to }}</span></a>\\n    30|    </nav>\\n    31|  </div>\\n    32|\\n    33|  <nav data-testid=\\\"mobile-bottom-nav\\\" class=\\\"pointer-events-auto fixed inset-x-0 bottom-0 z-[70] grid grid-cols-6 gap-1 border-t border-slate-200 bg-white/95 px-2 pb-[calc(env(safe-area-inset-bottom)+0.5rem)] pt-2 text-center text-[11px] text-slate-600 shadow-2xl backdrop-blur lg:hidden\\\">\\n    34|    <a v-for=\\\"item in mobileItems\\\" :key=\\\"item.to\\\" :href=\\\"item.to\\\" :data-testid=\\\"`mobile-nav-${item.key}`\\\" class=\\\"mobile-nav-link min-h-12 rounded-xl px-1 py-2 font-medium transition active:bg-cyan-50\\\" :class=\\\"isActive(item.to) ? 'mobile-nav-active' : ''\\\" @click=\\\"moreOpen = false\\\">{{ item.label }}</a>\\n    35|    <div data-testid=\\\"mobile-more-menu\\\" class=\\\"relative\\\">\\n    36|      <span class=\\\"sr-only\\\">Reports Wallets Einkünfte Kategorien Aktien/ETF & Cash Buchungen prüfen</span>\\n    37|      <button data-testid=\\\"mobile-more-button\\\" type=\\\"button\\\" class=\\\"min-h-12 w-full rounded-xl px-1 py-2 font-medium text-slate-600 transition active:bg-cyan-50\\\" :class=\\\"moreOpen ? 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'/' : window.location.pathname)\\n    49|const mainItems = [{ to: '/', label: 'Command Center' }, { to: '/portfolio', label: 'Portfolio' }, { to: '/crypto', label: 'Crypto' }, { to: '/equity', label: 'Aktien & ETFs' }, { to: '/wallets', label: 'Wallets' }, { to: '/positions/add', label: 'Position hinzufügen' }, { to: '/reports', label: 'Reports' }]\\n    50|const budgetGroups = [\\n    51|  { title: 'Budget', items: [{ to: '/planning/budget', label: 'Budget Übersicht' }, { to: '/planning/budget/status', label: 'Budgetstatus' }, { to: '/planning/budget/planning', label: 'Budgetplanung' }, { to: '/planning/budget/analysis/budget-vs-actual', label: 'Budget vs Ist' }, { to: '/planning/budget/monthly', label: 'Monatsbudget' }, { to: '/planning/budget/yearly', label: 'Jahresbudget' }, { to: '/planning/budget/plans', label: 'Budgetpläne' }] },\\n    52|  { title: 'Transaktionen', items: [{ to: '/planning/budget/expenses/actual', label: 'Effektive Ausgaben' }, { to: '/planning/budget/income/actual', label: 'Effektive Einnahmen' }, { to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' }, { to: '/planning/budget/transfers', label: 'Transfers' }] },\\n    53|  { title: 'Analyse', items: [{ to: '/planning/budget/analysis/data-explorer', label: 'Daten-Explorer' }, { to: '/planning/budget/analysis/categories', label: 'Kategorieanalyse' }, { to: '/planning/budget/analysis/monthly', label: 'Monatsvergleich' }] },\\n    54|  { title: 'Setup', items: [{ to: '/planning/budget/accounts', label: 'Konten' }, { to: '/planning/budget/categories', label: 'Kategorien & Tags' }, { to: '/planning/budget/setup', label: 'Excel übernehmen / Seed Review' }] },\\n    55|]\\n    56|const mobileItems = [\\n    57|  { key: 'home', to: '/', label: 'Home' },\\n    58|  { key: 'budget', to: '/planning/budget', label: 'Budget' },\\n    59|  { key: 'expenses', to: '/planning/budget/expenses/actual', label: 'Ausgaben' },\\n    60|  { key: 'crypto', to: '/crypto', label: 'Crypto' },\\n    61|  { key: 'portfolio', to: '/portfolio', label: 'Portfolio' },\\n    62|]\\n    63|const moreItems = [\\n    64|  { key: 'reports', to: '/reports', label: 'Reports' },\\n    65|  { key: 'wallets', to: '/wallets', label: 'Wallets' },\\n    66|  { key: 'income', to: '/planning/budget/income', label: 'Einkünfte' },\\n    67|  { key: 'categories', to: '/planning/budget/categories', label: 'Kategorien' },\\n    68|  { key: 'equity', to: '/equity', label: 'Aktien/ETF & Cash' },\\n    69|  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },\\n    70|  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },\\n    71|  { key: 'budget-vs-actual', to: '/planning/budget/analysis/budget-vs-actual', label: 'Budget vs Ist' },\\n    72|  { key: 'budget-planning', to: '/planning/budget/planning', label: 'Budgetplanung' },\\n    73|  { key: 'data-explorer', to: '/planning/budget/analysis/data-explorer', label: 'Daten-Explorer' },\\n    74|]\\n    75|const allMobileMenuItems = [\\n    76|  { key: 'home', to: '/', label: 'Home' },\\n    77|  { key: 'budget', to: '/planning/budget', label: 'Budget' },\\n    78|  { key: 'expenses', to: '/planning/budget/expenses/actual', label: 'Ausgaben' },\\n    79|  { key: 'review', to: '/planning/budget/expenses/review', label: 'Buchungen prüfen' },\\n    80|  { key: 'transfers', to: '/planning/budget/transfers', label: 'Transfers' },\\n    81|\", \"total_lines\": 96, \"file_size\": 8944, \"truncated\": true, \"hint\": \"Use offset=81 to continue reading (showing 1-80 of 96 lines)\", \"is_binary\": false, \"is_image\": false}",
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering frontend testing**\n\nI need to think about frontend testing. This is an essential step, and I want to ensure I cover all the bases. I'll start by researching different testing frameworks and best practices. It seems important to validate user interactions, so I might explore tools like Selenium or Jest. I'll also need to write tests that capture various scenarios. Overall, I want to make sure everything functions smoothly for the user experience!"
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            "arguments": "{\"content\":\"import { mount, flushPromises } from '@vue/test-utils'\\nimport { beforeEach, describe, expect, it, vi } from 'vitest'\\nimport BudgetRecurringPage from './BudgetRecurringPage.vue'\\nimport { confirmBudgetRecurringCandidate, confirmManualRecurringPayment, getBudgetCategories, getBudgetRecurringDashboard, previewBudgetRecurringCandidate, previewManualRecurringPayment } from '@/api/budget'\\n\\nvi.mock('@/api/budget', () => ({\\n  getBudgetRecurringDashboard: vi.fn(),\\n  detectBudgetRecurringCandidates: vi.fn().mockResolvedValue({}),\\n  getBudgetCategories: vi.fn(),\\n  previewBudgetRecurringCandidate: vi.fn(),\\n  confirmBudgetRecurringCandidate: vi.fn(),\\n  previewManualRecurringPayment: vi.fn(),\\n  confirmManualRecurringPayment: vi.fn(),\\n  archiveRecurringPayment: vi.fn().mockResolvedValue({ status: 'archived', audit_id: 'audit-archive' })\\n}))\\n\\nconst candidate = { recurring_id: 'rec_netflix', name: 'Netflix', category_id: 'cat_media', category_name: 'Elektronische Medien', expected_amount_text: '19.90', expected_amount_chf: '19.90', currency: 'CHF', frequency: 'monthly', amount_tolerance_pct: '10', date_tolerance_days: 5, recurring_type: 'subscription', status: 'candidate', source: 'detected', confidence: '0.86', last_seen_date: '2026-03-05', next_expected_date: '2026-04-05', budget_month_chf: '19.90', budget_year_chf: '238.80' }\\nconst active = { ...candidate, recurring_id: 'rec_active', status: 'active' }\\n\\nbeforeEach(() => {\\n  vi.clearAllMocks()\\n  vi.mocked(getBudgetRecurringDashboard).mockResolvedValue({ purpose: 'fixed_costs_subscriptions_v1', candidates: [candidate as any], active: [active as any], warnings: [{ status: 'missing_expected_payment', name: 'Netflix', priority: 'normal', recurring_id: 'rec_active' }], category_breakdown: [], analytics: { subscriptions_year_chf: '238.80', fixed_cost_quote_percent: '10.00' } } as any)\\n  vi.mocked(getBudgetCategories).mockResolvedValue([{ category_id: 'cat_media', name: 'Elektronische Medien', category_type: 'expense', is_active: true } as any])\\n  vi.mocked(previewBudgetRecurringCandidate).mockResolvedValue({ preview_id: 'p1', summary: 'activate', warnings: [], payload: { candidate_id: 'rec_netflix', action: 'activate' }, requires_explicit_confirm: true } as any)\\n  vi.mocked(confirmBudgetRecurringCandidate).mockResolvedValue({ status: 'confirmed', entity_id: 'rec_netflix', audit_id: 'audit1', message: 'ok' } as any)\\n  vi.mocked(previewManualRecurringPayment).mockResolvedValue({ preview_id: 'pm', summary: 'Fixkosten/Abo anlegen: Manual', warnings: [], payload: { name: 'Manual', category_id: 'cat_media', expected_amount_text: '10.00', frequency: 'monthly', recurring_type: 'subscription' }, review: { budget_month_chf: '10.00', budget_year_chf: '120.00' }, requires_explicit_confirm: true } as any)\\n  vi.mocked(confirmManualRecurringPayment).mockResolvedValue({ status: 'confirmed', entity_id: 'rec_manual', audit_id: 'audit-manual', message: 'ok' } as any)\\n})\\n\\ndescribe('BudgetRecurringPage', () => {\\n  it('renders candidates, active recurring payments, warnings and manual preview-confirm flow', async () => {\\n    const wrapper = mount(BudgetRecurringPage)\\n    await flushPromises()\\n    expect(wrapper.text()).toContain('Fixkosten & Subscriptions')\\n    expect(wrapper.text()).toContain('Erkannte Kandidaten')\\n    expect(wrapper.text()).toContain('Aktive Fixkosten / Abos')\\n    expect(wrapper.text()).toContain('Zahlung fehlt')\\n    expect(wrapper.text()).toContain('Netflix')\\n    await (wrapper.vm as any).candidateAction(candidate, 'activate', 'subscription')\\n    expect(previewBudgetRecurringCandidate).toHaveBeenCalledWith('rec_netflix', { action: 'activate', recurring_type: 'subscription' })\\n    expect(confirmBudgetRecurringCandidate).toHaveBeenCalledWith('rec_netflix', { candidate_id: 'rec_netflix', action: 'activate' })\\n    await (wrapper.vm as any).previewManual()\\n    await flushPromises()\\n    expect(wrapper.text()).toContain('Fixkosten/Abo anlegen')\\n    await (wrapper.vm as any).confirmManual()\\n    expect(confirmManualRecurringPayment).toHaveBeenCalled()\\n  })\\n})\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetRecurringPage.test.ts\"}"
          }
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    {
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      "name": "write_file",
      "content": "{\"bytes_written\": 4052, \"dirs_created\": true, \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n<diagnostics file=\\\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetRecurringPage.test.ts\\\">\\nERROR [3:33] Cannot find module './BudgetRecurringPage.vue' or its corresponding type declarations. [2307] (typescript)\\n</diagnostics>\"}",
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      "tool_calls": [
        {
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    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run src/pages/BudgetRecurringPage.test.ts\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 126ms\\n\\n Test Files  1 passed (1)\\n      Tests  1 passed (1)\\n   Start at  11:03:34\\n   Duration  1.16s (transform 310ms, setup 130ms, import 306ms, tests 126ms, environment 486ms)\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_zubL0B6CRVXV57odJpI8LJmh"
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    {
      "role": "assistant",
      "content": "Frontend-Zieltest grün. Ich passe die Schema-Version-Assertions auf v30 an und starte die volle Backend/Frontend-Verifikation.",
      "reasoning": "**Considering test adjustments**\n\nI need to check if the full tests, specifically the schema tests, are failing at 29. Maybe I should use a search function to see what's going on. If there's a way to execute a replace from 29 to 30 in the test_schema files, that might help. I'm thinking through my options to figure out the best way to address this issue and ensure the tests run smoothly!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Considering test adjustments**\n\nI need to check if the full tests, specifically the schema tests, are failing at 29. Maybe I should use a search function to see what's going on. If there's a way to execute a replace from 29 to 30 in the test_schema files, that might help. I'm thinking through my options to figure out the best way to address this issue and ensure the tests run smoothly!",
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          "summary": [
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              "text": "**Considering test adjustments**\n\nI need to check if the full tests, specifically the schema tests, are failing at 29. Maybe I should use a search function to see what's going on. If there's a way to execute a replace from 29 to 30 in the test_schema files, that might help. I'm thinking through my options to figure out the best way to address this issue and ensure the tests run smoothly!"
            }
          ]
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      ],
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              "text": "Frontend-Zieltest grün. Ich passe die Schema-Version-Assertions auf v30 an und starte die volle Backend/Frontend-Verifikation."
            }
          ],
          "id": "msg_08efd988e539badb016a0c276caf648191a63d4937cda9ee89",
          "phase": "commentary"
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          }
        }
      ]
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    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"unit/test_budget_phase1.py\\nunit/test_budget_phase11.py\\nunit/test_budget_phase16_user_rules.py\\nunit/test_budget_phase12_seed_review.py\\nunit/test_schema.py\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
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      "reasoning": null,
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            "arguments": "{\"command\":\"set -euo pipefail\\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\\nunset JARVIS_FINANCE_DB_PATH\\nPYTHONPATH=src python -m compileall -q src tests\\nPYTHONPATH=src pytest -q\\n\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1208ms\\n     ✓ renders Budget Übersicht as monthly cockpit, not category status table  693ms\\n     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  423ms\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1689ms\\n     ✓ renders filters, KPI cards and confirmed transaction table  1004ms\\n     ✓ opens a detail dialog on row click  683ms\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1639ms\\n     ✓ renders Budget Overview with current month KPIs and latest transactions  541ms\\n     ✓ renders transactions workflow and confirms via API after preview summary  692ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1459ms\\n     ✓ keeps desktop sidebar but exposes compact mobile navigation points  325ms\\n     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  632ms\\n ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 3201ms\\n     ✓ shows source-aware review tabs and candidate type actions  893ms\\n     ✓ marks a candidate as credit card payment through audited type action  901ms\\n     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  723ms\\n     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  682ms\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > central help text covers purpose actions exclusions and opens from app shell\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetWorkflowHelpUx.test.ts (5 tests) 2694ms\\n     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1226ms\\n     ✓ renders transfer review explanations including True Wealth target and non-budget effect  740ms\\n     ✓ renders transfer list with from/to accounts  335ms\\n ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 883ms\\n     ✓ shows tabs, household summary, empty editable ERNE template and mobile cards  359ms\\n ✓ src/pages/CryptoPage.test.ts (4 tests) 709ms\\n     ✓ auto-loads crypto positions and opens detail drawer from a row click  307ms\\n ✓ src/pages/VueCockpitV11.test.ts (6 tests) 735ms\\n     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  353ms\\n ✓ src/pages/BudgetUxV2.test.ts (10 tests) 3875ms\\n     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  961ms\\n     ✓ shows review candidates without technical user-mode fields  844ms\\n     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  669ms\\n     ✓ renders category analysis and links category drilldown to data explorer  399ms\\n     ✓ keeps budget vs actual separated from import review and based on budget status rows  335ms\\n ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 513ms\\n ✓ src/pages/PositionAddPage.test.ts (4 tests) 579ms\\n ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 492ms\\n ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 617ms\\n ✓ src/pages/CommandCenter.test.ts (2 tests) 487ms\\n     ✓ loads local runtime data automatically and refreshes on demand  377ms\\n ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 520ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/planning\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/fixed-costs\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/transfers\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/data-explorer\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n\\n ✓ src/App.test.ts (1 test) 450ms\\n     ✓ renders the user dashboard shell  447ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 153ms\\n ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 158ms\\n ✓ src/utils/formatters.test.ts (2 tests) 17ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 247ms\\n ✓ src/api/client.test.ts (2 tests) 5ms\\n\\n Test Files  22 passed (22)\\n      Tests  82 passed (82)\\n   Start at  11:04:52\\n   Duration  9.82s (transform 5.67s, setup 4.94s, import 9.97s, tests 22.33s, environment 23.85s)\\n\\n\\n> jarvis-finance-dashboard-vue@0.0.0 build\\n> vue-tsc -b && vite build\\n\\nvite v8.0.13 building client environment for production...\\n\\rtransforming...✓ 362 modules transformed.\\nrendering chunks...\\ncomputing gzip size...\\ndist/index.html                                   0.36 kB │ gzip:   0.27 kB\\ndist/assets/primeicons-C6QP2o4f.woff2            35.14 kB\\ndist/assets/primeicons-MpK4pl85.ttf              84.98 kB\\ndist/assets/primeicons-WjwUDZjB.woff             85.05 kB\\ndist/assets/primeicons-DMOk5skT.eot              85.15 kB\\ndist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB\\ndist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB\\ndist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB\\ndist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB\\ndist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB\\ndist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB\\ndist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB\\ndist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB\\ndist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB\\ndist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 kB\\ndist/assets/MoneyValue-DCbmckFL.js                0.35 kB │ gzip:   0.27 kB\\ndist/assets/FilterToolbar-C1ypIJDx.js             0.41 kB │ gzip:   0.29 kB\\ndist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB\\ndist/assets/crypto-C-vcEwzw.js                    0.56 kB │ gzip:   0.26 kB\\ndist/assets/cash-CxElzdHi.js                      0.62 kB │ gzip:   0.29 kB\\ndist/assets/positions-BWzv-kkk.js                 0.70 kB │ gzip:   0.28 kB\\ndist/assets/ChartPanel-CaSFlQje.js                0.71 kB │ gzip:   0.45 kB\\ndist/assets/SectionCard-enYjvtlq.js               0.72 kB │ gzip:   0.46 kB\\ndist/assets/RoadmapPage-feZIwsMc.js               0.76 kB │ gzip:   0.48 kB\\ndist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB\\ndist/assets/SummaryCard-BI0XgQB2.js               0.99 kB │ gzip:   0.57 kB\\ndist/assets/LoadActionBar-BUu8ivxd.js             1.02 kB │ gzip:   0.62 kB\\ndist/assets/DetailDrawer-DriTxaGT.js              1.14 kB │ gzip:   0.70 kB\\ndist/assets/auto-DlPIdSjr.js                      1.20 kB │ gzip:   0.59 kB\\ndist/assets/SparklineChart-pqjfWJQL.js            1.20 kB │ gzip:   0.73 kB\\ndist/assets/toolbar-B-Asa5N_.js                   1.36 kB │ gzip:   0.60 kB\\ndist/assets/runtime-50SG2HwA.js                   1.45 kB │ gzip:   0.80 kB\\ndist/assets/AllocationBars-DD2TKc26.js            1.54 kB │ gzip:   0.82 kB\\ndist/assets/ReportsPage-DvYLzN52.js               1.83 kB │ gzip:   1.02 kB\\ndist/assets/card-Dgg18SIm.js                      2.00 kB │ gzip:   0.68 kB\\ndist/assets/LocalDataStatus-BCqIvNmO.js           2.13 kB │ gzip:   1.06 kB\\ndist/assets/BudgetAccountsPage-4aU3iJ74.js        2.77 kB │ gzip:   1.20 kB\\ndist/assets/chart-CeHXzm6b.js                     3.34 kB │ gzip:   1.44 kB\\ndist/assets/BudgetTransfersPage-xteukpTS.js       3.71 kB │ gzip:   1.66 kB\\ndist/assets/PortfolioPage-vmCbFd6i.js             4.08 kB │ gzip:   1.73 kB\\ndist/assets/CommandCenter-qzMMAFjL.js             5.19 kB │ gzip:   2.18 kB\\ndist/assets/CategoryAnalysisPage-BGftZfpy.js      5.36 kB │ gzip:   2.18 kB\\ndist/assets/MonthlyComparisonPage-guHtudXg.js     5.47 kB │ gzip:   2.10 kB\\ndist/assets/WalletsPage-G2rbM4Un.js               5.77 kB │ gzip:   2.44 kB\\ndist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB\\ndist/assets/BudgetVsActualPage-CHaa2Drv.js        6.76 kB │ gzip:   2.39 kB\\ndist/assets/BudgetOverviewPage-BVhGTYE9.js        6.88 kB │ gzip:   2.73 kB\\ndist/assets/BudgetStatusPage-BT873IVG.js          7.13 kB │ gzip:   2.60 kB\\ndist/assets/BudgetSetupPage-CvvV8tWZ.js           8.66 kB │ gzip:   2.92 kB\\ndist/assets/BudgetRulesPage-D1o0VzEa.js           9.00 kB │ gzip:   2.75 kB\\ndist/assets/DataExplorerPage-buoFwcGs.js          9.86 kB │ gzip:   3.45 kB\\ndist/assets/BudgetRecurringPage-Ci5KM0Kg.js       9.87 kB │ gzip:   3.14 kB\\ndist/assets/BudgetCategoriesPage-BpWJliyj.js     12.46 kB │ gzip:   4.01 kB\\ndist/assets/message-CokfUFLL.js                  14.69 kB │ gzip:   3.00 kB\\ndist/assets/BudgetPlanningPage-BC3-e3LO.js       16.59 kB │ gzip:   5.18 kB\\ndist/assets/CryptoPage-CJB-2aIc.js               17.46 kB │ gzip:   5.39 kB\\ndist/assets/BudgetTransactionsPage-B9yt9_x0.js   19.89 kB │ gzip:   6.44 kB\\ndist/assets/EquityPage-BRgzlZsg.js               20.31 kB │ gzip:   5.61 kB\\ndist/assets/PositionAddPage-DrapffaH.js          20.98 kB │ gzip:   5.89 kB\\ndist/assets/BudgetIncomePage-DBx7gDCS.js         32.63 kB │ gzip:   8.22 kB\\ndist/assets/BudgetImportReviewPage-DfV7FRhb.js   40.31 kB │ gzip:  11.50 kB\\ndist/assets/tag-BT5AClpn.js                      84.52 kB │ gzip:  20.08 kB\\ndist/assets/datatable-Q3mNV1d9.js               305.76 kB │ gzip:  63.58 kB\\ndist/assets/index-2PWAXjKg.js                   629.43 kB │ gzip: 176.73 kB\\n\\n✓ built in 1.57s\\n[plugin builtin:vite-reporter] \\n(!) Some chunks are larger than 500 kB after minification. Consider:\\n- Using dynamic import() to code-split the application\\n- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting\\n- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_biMZzMM7vvhVO4fWuBlezm1p"
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    {
      "role": "assistant",
      "content": "Backend/Frontend Full Tests grün. Ich ergänze noch Budgetstatus-Felder und sichtbaren Daten-Explorer-Filter, damit die geforderte Integration nicht nur API-seitig existiert.",
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      "codex_message_items": [
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          "role": "assistant",
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            {
              "type": "output_text",
              "text": "Backend/Frontend Full Tests grün. Ich ergänze noch Budgetstatus-Felder und sichtbaren Daten-Explorer-Filter, damit die geforderte Integration nicht nur API-seitig existiert."
            }
          ],
          "id": "msg_08efd988e539badb016a0c27d257e48191937318bc6154cdd7",
          "phase": "commentary"
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      "tool_calls": [
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          "id": "call_NdJBJiPuwTI60eYuDP2VNsi0",
          "call_id": "call_NdJBJiPuwTI60eYuDP2VNsi0",
          "response_item_id": "fc_08efd988e539badb016a0c27d38eb0819199216e453ae97fce",
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          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py')\\ns=p.read_text(); i=s.find('def get_budget_status_by_category')\\nprint(s[i:i+2400])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"def get_budget_status_by_category(conn: Connection, *, year: str = \\\"2026\\\") -> list[dict]:\\n    meta = _category_meta(conn)\\n    plan_rows = conn.execute(\\n        \\\"\\\"\\\"\\n        SELECT p.*, c.name AS category_name, c.category_type, c.sort_order\\n        FROM budget_plan_items p\\n        JOIN budget_categories c ON c.category_id=p.category_id\\n        WHERE p.is_active=1 AND c.is_active=1 AND substr(p.plan_month,1,4)=?\\n        ORDER BY c.sort_order, c.name, p.name\\n        \\\"\\\"\\\",\\n        (year,),\\n    ).fetchall()\\n    tx_rows = conn.execute(\\n        \\\"\\\"\\\"\\n        SELECT category_id, transaction_date, COALESCE(amount_chf, amount_original, '0') AS amount\\n        FROM budget_transactions\\n        WHERE status='confirmed' AND substr(transaction_date,1,4)=?\\n          AND transaction_type IN ('income','refund','expense','fee')\\n        \\\"\\\"\\\",\\n        (year,),\\n    ).fetchall()\\n    actual: dict[str, tuple[Decimal, set[str]]] = {}\\n    monthly_actuals: dict[str, dict[str, Decimal]] = {}\\n    rollup_child_ids: dict[str, set[str]] = {}\\n\\n    def add_actual(category_id: str, amount: Decimal, month_no: str, source_child: str | None = None) -> None:\\n        total, months = actual.get(category_id, (Decimal(\\\"0\\\"), set()))\\n        months.add(month_no)\\n        actual[category_id] = (total + amount, months)\\n        monthly_actuals.setdefault(category_id, {})[month_no] = monthly_actuals.setdefault(category_id, {}).get(month_no, Decimal(\\\"0\\\")) + amount\\n        if source_child:\\n            rollup_child_ids.setdefault(category_id, set()).add(source_child)\\n\\n    grouped: dict[str, dict] = {}\\n    for row in tx_rows:\\n        category_id = str(row[\\\"category_id\\\"] or \\\"\\\")\\n        if not category_id or category_id not in meta:\\n            continue\\n        amount = Decimal(str(row[\\\"amount\\\"] or \\\"0\\\"))\\n        month_no = str(row[\\\"transaction_date\\\"] or \\\"\\\")[5:7]\\n        add_actual(category_id, amount, month_no)\\n        cat = meta[category_id]\\n        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        for ancestor_id in _ancestor_ids(category_id, meta):\\n            ancestor = meta[ancestor_id]\\n            add_actual(ancestor_id, amount, month_no, category_id)\\n            grouped.setdefau\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_NdJBJiPuwTI60eYuDP2VNsi0"
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      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_XvspF7YjjBgIje7ycUaCNRUj",
          "call_id": "call_XvspF7YjjBgIje7ycUaCNRUj",
          "response_item_id": "fc_08efd988e539badb016a0c27df85248191a184e967000f60bd",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py')\\ns=p.read_text(); i=s.find('    status_rows = []')\\nprint(s[i:i+3200])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_XvspF7YjjBgIje7ycUaCNRUj"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_ZTLnOy5GM8JErFv7uuuX6XS0",
          "call_id": "call_ZTLnOy5GM8JErFv7uuuX6XS0",
          "response_item_id": "fc_08efd988e539badb016a0c27e95c3c8191bdb97cd4298527e2",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text()\\nfor term in ['rows = []','monthly_analysis','forecast_year']:\\n print(term, s.find(term, s.find('def get_budget_status_by_category')))\\n\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"rows = [] -1\\nmonthly_analysis 11784\\nforecast_year 10588\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_ZTLnOy5GM8JErFv7uuuX6XS0"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
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          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text(); i=10000\\nprint(s[i:i+3000])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"   bm = _monthly_plan_amount(plan)\\n        by = _annual_plan_amount(plan)\\n        item[\\\"budget_month\\\"] += bm\\n        item[\\\"budget_year\\\"] += by\\n        item[\\\"plans\\\"].append(plan[\\\"name\\\"])\\n        item[\\\"has_plan\\\"] = True\\n    results: list[dict] = []\\n    for category_id, item in grouped.items():\\n        actual_year, month_set = actual.get(category_id, (Decimal(\\\"0\\\"), set()))\\n        months = len(month_set)\\n        if actual_year == 0 and not item[\\\"has_plan\\\"]:\\n            continue\\n        denom = _months_denominator(year, months)\\n        actual_avg = actual_year / Decimal(denom)\\n        forecast_year = actual_avg * Decimal(\\\"12\\\") if actual_year else Decimal(\\\"0\\\")\\n        forecast_month = forecast_year / Decimal(\\\"12\\\") if forecast_year else Decimal(\\\"0\\\")\\n        deviation = forecast_year - item[\\\"budget_year\\\"]\\n        status = _status(item[\\\"category_type\\\"], item[\\\"budget_year\\\"], forecast_year, actual_year, months)\\n        category_monthly = monthly_actuals.get(category_id, {})\\n        current_month_no = f\\\"{date.today().month:02d}\\\" if str(date.today().year) == year else \\\"12\\\"\\n        results.append({\\n            \\\"category_id\\\": category_id,\\n            \\\"category\\\": item[\\\"category\\\"],\\n            \\\"category_type\\\": item[\\\"category_type\\\"],\\n            \\\"budget_month\\\": _fmt(item[\\\"budget_month\\\"]) if item[\\\"has_plan\\\"] else None,\\n            \\\"budget_year\\\": _fmt(item[\\\"budget_year\\\"]) if item[\\\"has_plan\\\"] else None,\\n            \\\"has_budget\\\": bool(item[\\\"has_plan\\\"]),\\n            \\\"purpose\\\": \\\"category_control\\\",\\n            \\\"actual_current_month\\\": _fmt(category_monthly.get(current_month_no, Decimal(\\\"0\\\"))),\\n            \\\"actual_year_to_date\\\": _fmt(actual_year),\\n            \\\"monthly_actuals\\\": {f\\\"{m:02d}\\\": _fmt(category_monthly.get(f\\\"{m:02d}\\\", Decimal(\\\"0\\\"))) for m in range(1, 13)},\\n            \\\"monthly_analysis\\\": _monthly_analysis(item[\\\"category_type\\\"], year, item[\\\"budget_month\\\"] if item[\\\"has_plan\\\"] else Decimal(\\\"0\\\"), category_monthly),\\n            \\\"actual_avg_month\\\": _fmt(actual_avg),\\n            \\\"forecast_year\\\": _fmt(forecast_year),\\n            \\\"forecast_avg_month\\\": _fmt(forecast_month),\\n            \\\"deviation_year\\\": _fmt(deviation),\\n            \\\"deviation_month\\\": _fmt(deviation / Decimal(\\\"12\\\")),\\n            \\\"status\\\": status,\\n            \\\"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            \\\"months_with_bookings\\\": months,\\n            \\\"plan_names\\\": item[\\\"plans\\\"],\\n            \\\"is_rollup\\\": bool(item.get(\\\"is_rollup\\\")),\\n            \\\"rollup_child_count\\\": len(rollup_child_ids.get(category_id, set())),\\n        })\\n    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    try:\\n        from jarvis_finance.services.budget_planning import get_budget_planning_matrix\\n        planning_by_id = {row[\\\"category_id\\\"]: row for row in get_budget_plan\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_IvvhKbxExKB0hU3GJHkZqCVU"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_CCytFefqRm66szrFkFErOVz5",
          "call_id": "call_CCytFefqRm66szrFkFErOVz5",
          "response_item_id": "fc_08efd988e539badb016a0c28069834819185d92065628520be",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py').read_text(); i=s.find('planning_by_id')\\nprint(s[i:i+1600])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"planning_by_id = {row[\\\"category_id\\\"]: row for row in get_budget_planning_matrix(conn, year=year).get(\\\"rows\\\", [])}\\n        for row in results:\\n            planning = planning_by_id.get(row[\\\"category_id\\\"])\\n            if not planning or row.get(\\\"category_type\\\") != \\\"expense\\\":\\n                continue\\n            row.update({\\n                \\\"budget_month\\\": planning.get(\\\"budget_month_chf\\\"),\\n                \\\"budget_year\\\": planning.get(\\\"budget_year_chf\\\"),\\n                \\\"forecast_year\\\": planning.get(\\\"budget_adjusted_forecast_chf\\\"),\\n                \\\"linear_forecast\\\": planning.get(\\\"linear_forecast_chf\\\"),\\n                \\\"actual_2025_year\\\": planning.get(\\\"previous_year_total_chf\\\"),\\n                \\\"previous_year_total\\\": planning.get(\\\"previous_year_total_chf\\\"),\\n                \\\"previous_year_months\\\": planning.get(\\\"previous_year_months\\\"),\\n                \\\"deviation_previous_year\\\": planning.get(\\\"forecast_vs_previous_year_chf\\\"),\\n                \\\"deviation_year\\\": planning.get(\\\"forecast_vs_budget_chf\\\"),\\n                \\\"status\\\": row.get(\\\"status\\\") if planning.get(\\\"status\\\") == \\\"Budget fehlt\\\" else (planning.get(\\\"status\\\") or row.get(\\\"status\\\")),\\n                \\\"data_explorer_url\\\": planning.get(\\\"data_explorer_url\\\"),\\n                \\\"effective_expenses_url\\\": planning.get(\\\"effective_expenses_url\\\"),\\n                \\\"monthly_chart\\\": planning.get(\\\"monthly_chart\\\"),\\n                \\\"has_previous_year\\\": planning.get(\\\"has_previous_year\\\"),\\n            })\\n    except Exception:\\n        pass\\n    return results\\n\\n\\ndef get_category_month_detail(conn: Connection, *, category_id: str, month: str) -> dict:\\n    i\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
      "tool_call_id": "call_CCytFefqRm66szrFkFErOVz5"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqDCgPausxDcaB6HgR0jjrx9WnwygbfRNu6YGM07PouuEXmo4gOUQvdSFHYBIuK0c8Z7t7D7pPNDLqnFtgrRRBoPWjwoUypiG8yK14zfYWIYd63XPxAqjWUI4aPjTmqQ7snoSPWfRbOlxI-E0iQgZCDZzWCuEuYu3Ignbfk_VfsCpW6knQri_tbJSfK3Ly8vAqhfLWB0O6tUoIRViVDtH8p_XOuDsIn9pv11MgLSjnBMi2l1p5eq_4hENO0pBUpQE25TCBAKSqF4gdtVSnLBVbXV0pTOQJiWibsP-_LytWY8gfP7mXZv2cGnQOLjhCe0xZNDWPnEXfgJE4qdW6QFffUzCkV8Oz17x4c0QPRBZ17k3ulPwarcbDftHh2O20T9-HQmoNVzsL8VIgmE57Ihu5EAFM9gD1lf2s_v2dHJoI1glGwuNCSRd3wTD2n6P6PfR33VpfxaWT4haejrTCZeDZhJ43asyD94CWyKsFmisDS_qb79Pf4AVtiX4TOyLNyhWL-2HCps7KNm7NMuRpL8SMXlCKiw8XwKsrVJ4zqLAtbyuPch_1FcBXFC7GFwBAYYhx4iYlw4Es3pFpcrWLvh0miEXYwrVjB3GigrW-Lbob3WhGdKEpkONj-XjBCOeBjevQq1A6hbMYK261_bwZHt7U7j8bB0K_rGPbxMB1Zi-Ze5d8-FkOP7_EZEjHLnahg-UIncNrWc5DbPrYJ_zX48THcwzMjYtiYnJ7HvTPHnhw-mCIU37QPx3bqC-CvKmgAlF_7N6e-6IFAVZwZAmNxlQa-O0vX3ntbOWIN4us6eqOxgVaPlRa4tKfwVyoZ3wMCYDW3RreC9o7EXx24RjDfV8NVuY4wzmdfUocyoc3KrWhEDek3_-xGhjz01D-lB5kP9FafpZHZzhfdp1bGhyh7zYuY8hfA5HGZKce-R9-i23VwXPgOri6C5k_vU1MTMk04zEO4RjWLVUE5iKg99DLiaguIKbtiQ==",
          "id": "rs_08efd988e539badb016a0c280ebc848191a537ba6d0d9ec04a",
          "summary": []
        }
      ],
      "tool_calls": [
        {
          "id": "call_QVVYTXQsRPGQotuaVT1ZFLdC",
          "call_id": "call_QVVYTXQsRPGQotuaVT1ZFLdC",
          "response_item_id": "fc_08efd988e539badb016a0c280f2dbc819188911eea952826bc",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"                \\\"has_previous_year\\\": planning.get(\\\"has_previous_year\\\"),\\n                \\\"known_recurring_month_chf\\\": planning.get(\\\"known_recurring_month_chf\\\"),\\n                \\\"known_recurring_year_chf\\\": planning.get(\\\"known_recurring_year_chf\\\"),\\n                \\\"fixed_cost_quote_percent\\\": planning.get(\\\"fixed_cost_quote_percent\\\"),\\n                \\\"variable_actual_year_to_date_chf\\\": planning.get(\\\"variable_actual_year_to_date_chf\\\"),\",\"old_string\":\"                \\\"has_previous_year\\\": planning.get(\\\"has_previous_year\\\"),\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py\\n@@ -298,6 +298,10 @@\\n                 \\\"effective_expenses_url\\\": planning.get(\\\"effective_expenses_url\\\"),\\n                 \\\"monthly_chart\\\": planning.get(\\\"monthly_chart\\\"),\\n                 \\\"has_previous_year\\\": planning.get(\\\"has_previous_year\\\"),\\n+                \\\"known_recurring_month_chf\\\": planning.get(\\\"known_recurring_month_chf\\\"),\\n+                \\\"known_recurring_year_chf\\\": planning.get(\\\"known_recurring_year_chf\\\"),\\n+                \\\"fixed_cost_quote_percent\\\": planning.get(\\\"fixed_cost_quote_percent\\\"),\\n+                \\\"variable_actual_year_to_date_chf\\\": planning.get(\\\"variable_actual_year_to_date_chf\\\"),\\n             })\\n     except Exception:\\n         pass\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_overview.py was modified by sibling subagent '20260518_225957_6a6bcf' but this agent never read it. Read the file before writing to avoid overwriting the sibling's changes.\"}",
      "tool_call_id": "call_QVVYTXQsRPGQotuaVT1ZFLdC"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Considering UI filters**\n\nI’m thinking about the data explorer UI and whether I should skip it. But then I come across \"filter erweitern,\" which means \"expand filters\" in German. I wonder if I need to add a select option for a new page. I should take a look at the smaller filters to see if there’s anything I’m missing. It's a bit tricky to navigate all of this, but I want to make sure I get it right!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Considering UI filters**\n\nI’m thinking about the data explorer UI and whether I should skip it. But then I come across \"filter erweitern,\" which means \"expand filters\" in German. I wonder if I need to add a select option for a new page. I should take a look at the smaller filters to see if there’s anything I’m missing. It's a bit tricky to navigate all of this, but I want to make sure I get it right!",
      "codex_reasoning_items": [
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          "id": "rs_08efd988e539badb016a0c2819487c8191b36722c3c6137ca6",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering UI filters**\n\nI’m thinking about the data explorer UI and whether I should skip it. But then I come across \"filter erweitern,\" which means \"expand filters\" in German. I wonder if I need to add a select option for a new page. I should take a look at the smaller filters to see if there’s anything I’m missing. It's a bit tricky to navigate all of this, but I want to make sure I get it right!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_atYPmX9nmvKIz5crm5foj4nT",
          "call_id": "call_atYPmX9nmvKIz5crm5foj4nT",
          "response_item_id": "fc_08efd988e539badb016a0c281d6bd88191bb77f0964a46cb84",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":160,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/DataExplorerPage.vue\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|<template>\\n     2|  <section class=\\\"jarvis-finance-ui space-y-5\\\">\\n     3|    <PageHeader eyebrow=\\\"Analyse\\\" title=\\\"Daten-Explorer\\\" description=\\\"Flexible Auswertung bestätigter Budget-Transaktionen. Kandidaten, Transfers und abgedeckte Importzeilen zählen nicht.\\\">\\n     4|      <template #actions><Button label=\\\"CSV Export\\\" icon=\\\"pi pi-download\\\" disabled :title=\\\"data?.export.message || 'Runtime-only Export folgt später'\\\" /></template>\\n     5|    </PageHeader>\\n     6|\\n     7|    <FilterToolbar>\\n     8|      <Select v-model=\\\"filters.year\\\" :options=\\\"years\\\" class=\\\"w-32\\\" @change=\\\"load\\\" />\\n     9|      <InputText v-model=\\\"filters.month\\\" placeholder=\\\"Monat YYYY-MM\\\" class=\\\"w-40\\\" @keyup.enter=\\\"load\\\" />\\n    10|      <Select v-model=\\\"filters.type\\\" :options=\\\"typeOptions\\\" optionLabel=\\\"label\\\" optionValue=\\\"value\\\" class=\\\"w-40\\\" @change=\\\"load\\\" />\\n    11|      <Select v-model=\\\"filters.category_id\\\" :options=\\\"categoryOptions\\\" optionLabel=\\\"label\\\" optionValue=\\\"value\\\" placeholder=\\\"Kategorie\\\" class=\\\"w-56\\\" showClear @change=\\\"load\\\" />\\n    12|      <Select v-model=\\\"filters.account_id\\\" :options=\\\"accountOptions\\\" optionLabel=\\\"label\\\" optionValue=\\\"value\\\" placeholder=\\\"Konto\\\" class=\\\"w-44\\\" showClear @change=\\\"load\\\" />\\n    13|      <InputText v-model=\\\"filters.merchant\\\" placeholder=\\\"Händler / Quelle\\\" class=\\\"w-44\\\" @keyup.enter=\\\"load\\\" />\\n    14|      <InputText v-model=\\\"filters.source_type\\\" placeholder=\\\"Quelle\\\" class=\\\"w-36\\\" @keyup.enter=\\\"load\\\" />\\n    15|      <InputText v-model=\\\"filters.tag\\\" placeholder=\\\"Tag\\\" class=\\\"w-32\\\" @keyup.enter=\\\"load\\\" />\\n    16|      <InputText v-model=\\\"filters.search\\\" placeholder=\\\"Suche\\\" class=\\\"w-52\\\" @keyup.enter=\\\"load\\\" />\\n    17|      <Button label=\\\"Anwenden\\\" icon=\\\"pi pi-filter\\\" @click=\\\"load\\\" />\\n    18|    </FilterToolbar>\\n    19|\\n    20|    <section data-testid=\\\"data-explorer-kpis\\\" class=\\\"grid gap-3 md:grid-cols-2 xl:grid-cols-4\\\">\\n    21|      <Card v-for=\\\"card in kpiCards\\\" :key=\\\"card.label\\\" class=\\\"border border-slate-200 shadow-sm\\\">\\n    22|        <template #content>\\n    23|          <p class=\\\"text-xs font-semibold uppercase tracking-wide text-slate-500\\\">{{ card.label }}</p>\\n    24|          <p class=\\\"mt-2 truncate text-2xl font-bold text-slate-950\\\">{{ card.value }}</p>\\n    25|        </template>\\n    26|      </Card>\\n    27|    </section>\\n    28|\\n    29|    <section class=\\\"grid gap-4 xl:grid-cols-[1.1fr_.9fr]\\\">\\n    30|      <SectionCard title=\\\"Top Händler\\\" description=\\\"Summe, Durchschnitt, letzte Buchung und Veränderung gegenüber Vormonat.\\\">\\n    31|        <Chart v-if=\\\"merchantChartData\\\" type=\\\"bar\\\" :data=\\\"merchantChartData\\\" :options=\\\"barOptions\\\" class=\\\"h-72\\\" />\\n    32|        <DataTable :value=\\\"data?.top_merchants || []\\\" size=\\\"small\\\" class=\\\"jarvis-data-table mt-3\\\" data-testid=\\\"merchant-analysis-table\\\">\\n    33|          <Column field=\\\"merchant\\\" header=\\\"Händler\\\" />\\n    34|          <Column field=\\\"transaction_count\\\" header=\\\"Anzahl\\\" bodyClass=\\\"text-right\\\" />\\n    35|          <Column header=\\\"Summe\\\" bodyClass=\\\"amount-cell\\\"><template #body=\\\"{ data: row }\\\">{{ formatMoney(row.sum_chf) }}</template></Column>\\n    36|          <Column header=\\\"Ø\\\" bodyClass=\\\"amount-cell\\\"><template #body=\\\"{ data: row }\\\">{{ formatMoney(row.average_chf) }}</template></Column>\\n    37|          <Column field=\\\"top_category\\\" header=\\\"häufigste Kategorie\\\" />\\n    38|        </DataTable>\\n    39|      </SectionCard>\\n    40|      <SectionCard title=\\\"Fix vs Variabel Vorbereitung\\\" description=\\\"Noch kein Fixkostenmodul; vorhandene Markierungen werden angezeigt, sonst nicht klassifiziert.\\\">\\n    41|        <div class=\\\"grid gap-3 text-sm text-slate-700 md:grid-cols-2\\\">\\n    42|          <p>Fixkostenquote: <strong>{{ data?.fixed_variable.fixed_cost_ratio_percent || '0.00' }} %</strong></p>\\n    43|          <p>Status: <strong>{{ data?.fixed_variable.classification_status || 'noch nicht klassifiziert' }}</strong></p>\\n    44|          <p>Fixkosten: <strong>{{ formatMoney(data?.fixed_variable.fixed_cost_chf || '0') }}</strong></p>\\n    45|          <p>Variable Ausgaben: <strong>{{ formatMoney(data?.fixed_variable.variable_chf || '0') }}</strong></p>\\n    46|          <p>Einmalig: <strong>{{ formatMoney(data?.fixed_variable.one_off_chf || '0') }}</strong></p>\\n    47|          <p>Nicht klassifiziert: <strong>{{ formatMoney(data?.fixed_variable.unclassified_chf || '0') }}</strong></p>\\n    48|        </div>\\n    49|        <Message severity=\\\"info\\\" :closable=\\\"false\\\" class=\\\"mt-3\\\">{{ data?.export.message || 'CSV Export wird nur runtime-only vorbereitet.' }}</Message>\\n    50|      </SectionCard>\\n    51|    </section>\\n    52|\\n    53|    <SectionCard title=\\\"Bestätigte Transaktionen\\\" description=\\\"Nur confirmed income/expense. Keine Kandidaten, Transfers oder covered-by-Migros-Doppelzählung.\\\">\\n    54|      <DataTable :value=\\\"data?.transactions || []\\\" size=\\\"small\\\" stripedRows paginator :rows=\\\"25\\\" class=\\\"jarvis-data-table\\\" data-testid=\\\"data-explorer-table\\\" @row-click=\\\"openRow\\\">\\n    55|        <Column field=\\\"transaction_date\\\" header=\\\"Datum\\\" sortable />\\n    56|        <Column field=\\\"flow_label\\\" header=\\\"Typ\\\"><template #body=\\\"{ data: row }\\\"><Tag :value=\\\"row.flow_label\\\" :severity=\\\"row.transaction_type === 'income' || row.transaction_type === 'refund' ? 'success' : 'danger'\\\" rounded /></template></Column>\\n    57|        <Column field=\\\"merchant_display_name\\\" header=\\\"Händler / Quelle\\\" sortable />\\n    58|        <Column field=\\\"description\\\" header=\\\"Beschreibung\\\" />\\n    59|        <Column field=\\\"category_name\\\" header=\\\"Kategorie\\\" />\\n    60|        <Column field=\\\"account_name\\\" header=\\\"Konto\\\" />\\n    61|        <Column header=\\\"Tags\\\"><template #body=\\\"{ data: row }\\\"><span class=\\\"text-xs text-slate-500\\\">{{ (row.tag_names || []).join(', ') || '—' }}</span></template></Column>\\n    62|        <Column field=\\\"amount_original\\\" header=\\\"Betrag\\\" bodyClass=\\\"amount-cell\\\"><template #body=\\\"{ data: row }\\\">{{ formatMoney(row.amount_original) }}</template></Column>\\n    63|        <Column field=\\\"currency_original\\\" header=\\\"Währung\\\" />\\n    64|        <Column field=\\\"amount_chf\\\" header=\\\"CHF-Wert\\\" bodyClass=\\\"amount-cell\\\"><template #body=\\\"{ data: row }\\\">{{ formatMoney(row.amount_chf || row.amount_original) }}</template></Column>\\n    65|        <Column field=\\\"source_type\\\" header=\\\"Quelle\\\" />\\n    66|        <Column field=\\\"status\\\" header=\\\"Status\\\"><template #body=\\\"{ data: row }\\\"><Tag :value=\\\"row.status\\\" severity=\\\"info\\\" rounded /></template></Column>\\n    67|        <template #empty><div class=\\\"py-8 text-center text-slate-500\\\">Keine bestätigten Buchungen für diese Filter.</div></template>\\n    68|      </DataTable>\\n    69|    </SectionCard>\\n    70|\\n    71|    <Dialog v-model:visible=\\\"detailVisible\\\" modal appendTo=\\\"self\\\" header=\\\"Buchungsdetail\\\" class=\\\"w-[min(96vw,48rem)]\\\">\\n    72|      <div v-if=\\\"selected\\\" data-testid=\\\"data-explorer-detail\\\" class=\\\"space-y-3 text-sm text-slate-700\\\">\\n    73|        <p class=\\\"text-lg font-semibold text-slate-950\\\">{{ selected.merchant_display_name || selected.description }}</p>\\n    74|        <dl class=\\\"grid gap-2 md:grid-cols-2\\\">\\n    75|          <div><dt>Datum</dt><dd class=\\\"font-semibold\\\">{{ selected.transaction_date }}</dd></div>\\n    76|          <div><dt>Kategorie</dt><dd class=\\\"font-semibold\\\">{{ selected.category_name || '—' }}</dd></div>\\n    77|          <div><dt>Konto</dt><dd class=\\\"font-semibold\\\">{{ selected.account_name || '—' }}</dd></div>\\n    78|          <div><dt>CHF-Wert</dt><dd class=\\\"font-semibold\\\">{{ formatMoney(selected.amount_chf || selected.amount_original) }}</dd></div>\\n    79|        </dl>\\n    80|        <Message severity=\\\"info\\\" :closable=\\\"false\\\">Kategorie/Tag ändern und Verlauf öffnen sind bestehende audited Transaktionsaktionen; direkte Inline-Editoren folgen als kleiner Folgeausbau.</Message>\\n    81|      </div>\\n    82|      <template #footer><Button v-if=\\\"selected\\\" as=\\\"a\\\" :href=\\\"selected.transaction_type === 'income' ? '/planning/budget/income' : '/planning/budget/expenses/actual'\\\" label=\\\"Zur Ist-Liste\\\" /></template>\\n    83|    </Dialog>\\n    84|  </section>\\n    85|</template>\\n    86|<script setup lang=\\\"ts\\\">\\n    87|import { computed, onMounted, reactive, ref } from 'vue'\\n    88|import Button from 'primevue/button'\\n    89|import Card from 'primevue/card'\\n    90|import Chart from 'primevue/chart'\\n    91|import Column from 'primevue/column'\\n    92|import DataTable from 'primevue/datatable'\\n    93|import Dialog from 'primevue/dialog'\\n    94|import InputText from 'primevue/inputtext'\\n    95|import Message from 'primevue/message'\\n    96|import Select from 'primevue/select'\\n    97|import Tag from 'primevue/tag'\\n    98|import { getBudgetAccounts, getBudgetCategories, getBudgetDataExplorer, type BudgetAccount, type BudgetCategory, type BudgetDataExplorer, type BudgetTransaction } from '@/api/budget'\\n    99|import { formatMoney } from '@/utils/formatters'\\n   100|import PageHeader from '@/components/ui/PageHeader.vue'\\n   101|import FilterToolbar from '@/components/ui/FilterToolbar.vue'\\n   102|import SectionCard from '@/components/ui/SectionCard.vue'\\n   103|const years = ['2026', '2025']\\n   104|const typeOptions = [{ label: 'Beide', value: 'both' }, { label: 'Einnahmen', value: 'income' }, { label: 'Ausgaben', value: 'expense' }]\\n   105|const filters = reactive({ year: '2026', month: '', date_from: '', date_to: '', type: 'both', category_id: '', merchant: '', account_id: '', source_type: '', tag: '', amount_min: '', amount_max: '', search: '' })\\n   106|const data = ref<BudgetDataExplorer | null>(null)\\n   107|const categories = ref<BudgetCategory[]>([])\\n   108|const accounts = ref<BudgetAccount[]>([])\\n   109|const selected = ref<BudgetTransaction | null>(null)\\n   110|const detailVisible = ref(false)\\n   111|const flatCategories = computed(() => categories.value.flatMap((c) => c.children?.length ? c.children : [c]))\\n   112|const categoryOptions = computed(() => [{ label: 'Alle Kategorien', value: '' }, ...flatCategories.value.map((c) => ({ label: c.name, value: c.category_id }))])\\n   113|const accountOptions = computed(() => [{ label: 'Alle Konten', value: '' }, ...accounts.value.map((a) => ({ label: a.name, value: a.budget_account_id }))])\\n   114|const merchantChartData = computed(() => data.value ? { labels: data.value.top_merchants.slice(0, 10).map((m) => m.merchant), datasets: [{ label: 'Top Händler', data: data.value.top_merchants.slice(0, 10).map((m) => Number(m.sum_chf || 0)), backgroundColor: '#0f8ea8' }] } : null)\\n   115|const kpiCards = computed(() => [\\n   116|  { label: 'Summe Einnahmen', value: formatMoney(data.value?.kpis.income_sum_chf || '0') },\\n   117|  { label: 'Summe Ausgaben', value: formatMoney(data.value?.kpis.expense_sum_chf || '0') },\\n   118|  { label: 'Netto-Cashflow', value: formatMoney(data.value?.kpis.net_cashflow_chf || '0') },\\n   119|  { label: 'Transaktionen', value: String(data.value?.kpis.transaction_count || 0) },\\n   120|  { label: 'Ø pro Buchung', value: formatMoney(data.value?.kpis.average_transaction_chf || '0') },\\n   121|  { label: 'Grösste Einzelbuchung', value: formatMoney(data.value?.kpis.largest_transaction_chf || '0') },\\n   122|  { label: 'Top Kategorie', value: data.value?.kpis.top_category || '—' },\\n   123|  { label: 'Top Händler', value: data.value?.kpis.top_merchant || '—' },\\n   124|])\\n   125|const barOptions = { indexAxis: 'y', responsive: true, maintainAspectRatio: false, plugins: { legend: { display: false } } }\\n   126|function openRow(event: { data: BudgetTransaction }) { selected.value = event.data; detailVisible.value = true }\\n   127|async function load() { data.value = await getBudgetDataExplorer(filters) }\\n   128|async function bootstrap() { categories.value = await getBudgetCategories(); accounts.value = await getBudgetAccounts(); await load() }\\n   129|onMounted(bootstrap)\\n   130|</script>\\n   131|\", \"total_lines\": 130, \"file_size\": 10799, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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[100%]\\n6 passed in 0.51s\\n\\n> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run src/pages/BudgetRecurringPage.test.ts src/pages/DataExplorerPage.test.ts\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 118ms\\n ✓ src/pages/DataExplorerPage.test.ts (2 tests) 732ms\\n     ✓ renders filters, KPI cards and confirmed transaction table  442ms\\n\\n Test Files  2 passed (2)\\n      Tests  3 passed (3)\\n   Start at  11:07:32\\n   Duration  1.88s (transform 521ms, setup 271ms, import 648ms, tests 850ms, environment 1.07s)\\n\\n\\n> jarvis-finance-dashboard-vue@0.0.0 build\\n> vue-tsc -b && vite build\\n\\nvite v8.0.13 building client environment for production...\\n\\rtransforming...✓ 362 modules transformed.\\nrendering chunks...\\ncomputing gzip size...\\ndist/index.html                                   0.36 kB │ gzip:   0.27 kB\\ndist/assets/primeicons-C6QP2o4f.woff2            35.14 kB\\ndist/assets/primeicons-MpK4pl85.ttf              84.98 kB\\ndist/assets/primeicons-WjwUDZjB.woff             85.05 kB\\ndist/assets/primeicons-DMOk5skT.eot              85.15 kB\\ndist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB\\ndist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB\\ndist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB\\ndist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB\\ndist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB\\ndist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB\\ndist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB\\ndist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB\\ndist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB\\ndist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 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gzip:   0.70 kB\\ndist/assets/auto-BzrTjDN7.js                      1.20 kB │ gzip:   0.59 kB\\ndist/assets/SparklineChart-B63RH0tt.js            1.20 kB │ gzip:   0.73 kB\\ndist/assets/toolbar-CJAwFfUK.js                   1.36 kB │ gzip:   0.60 kB\\ndist/assets/runtime-Bh627O7J.js                   1.45 kB │ gzip:   0.80 kB\\ndist/assets/AllocationBars-DzaBrBbP.js            1.54 kB │ gzip:   0.82 kB\\ndist/assets/ReportsPage-CxRJYXn6.js               1.83 kB │ gzip:   1.02 kB\\ndist/assets/card-_tOlIZEU.js                      2.00 kB │ gzip:   0.68 kB\\ndist/assets/LocalDataStatus-BIyNQaj1.js           2.13 kB │ gzip:   1.06 kB\\ndist/assets/BudgetAccountsPage-9XeD420E.js        2.77 kB │ gzip:   1.20 kB\\ndist/assets/chart-Du-qinUe.js                     3.34 kB │ gzip:   1.44 kB\\ndist/assets/BudgetTransfersPage-J8Ek9vob.js       3.71 kB │ gzip:   1.66 kB\\ndist/assets/PortfolioPage-v6fEK2nl.js             4.08 kB │ gzip:   1.73 kB\\ndist/assets/CommandCenter-DZQVPqX3.js             5.19 kB │ gzip:   2.18 kB\\ndist/assets/CategoryAnalysisPage-C-NUhu5c.js      5.36 kB │ gzip:   2.18 kB\\ndist/assets/MonthlyComparisonPage-B1LlzVOY.js     5.47 kB │ gzip:   2.10 kB\\ndist/assets/WalletsPage-DEfshNEt.js               5.77 kB │ gzip:   2.44 kB\\ndist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB\\ndist/assets/BudgetVsActualPage-D03NMhbY.js        6.76 kB │ gzip:   2.39 kB\\ndist/assets/BudgetOverviewPage-Ds1tohX5.js        6.88 kB │ gzip:   2.73 kB\\ndist/assets/BudgetStatusPage-C_NhNg2x.js          7.13 kB │ gzip:   2.60 kB\\ndist/assets/BudgetSetupPage-B5F3voBb.js           8.66 kB │ gzip:   2.92 kB\\ndist/assets/BudgetRulesPage-DQLywNpL.js           9.00 kB │ gzip:   2.75 kB\\ndist/assets/BudgetRecurringPage-CQQa36Vi.js       9.87 kB │ gzip:   3.13 kB\\ndist/assets/DataExplorerPage-D168Zy5D.js         10.35 kB │ gzip:   3.57 kB\\ndist/assets/BudgetCategoriesPage-DuN8X-TX.js     12.46 kB │ gzip:   4.01 kB\\ndist/assets/message-Dutctlb0.js                  14.69 kB │ gzip:   3.00 kB\\ndist/assets/BudgetPlanningPage-r0V4GIX1.js       16.59 kB │ gzip:   5.17 kB\\ndist/assets/CryptoPage-_hgvUOnk.js               17.46 kB │ gzip:   5.39 kB\\ndist/assets/BudgetTransactionsPage-Cg0vNVYt.js   19.89 kB │ gzip:   6.44 kB\\ndist/assets/EquityPage-Deu4gT__.js               20.31 kB │ gzip:   5.61 kB\\ndist/assets/PositionAddPage-_wCu0OXC.js          20.98 kB │ gzip:   5.89 kB\\ndist/assets/BudgetIncomePage-CHP_VmXc.js         32.63 kB │ gzip:   8.22 kB\\ndist/assets/BudgetImportReviewPage-gCJ1I0j4.js   40.31 kB │ gzip:  11.50 kB\\ndist/assets/tag-DwHc1L3z.js                      84.52 kB │ gzip:  20.08 kB\\ndist/assets/datatable-e_Z_8VOW.js               305.76 kB │ gzip:  63.58 kB\\ndist/assets/index-Cgoj5fWU.js                   629.43 kB │ gzip: 176.75 kB\\n\\n✓ built in 1.43s\\n[plugin builtin:vite-reporter] \\n(!) 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[100%]\\n462 passed in 45.60s\\n\\n> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run\\n\\n\\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/BudgetIncomePage.test.ts (6 tests) 797ms\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetAnalyticsDashboardV2.test.ts > Budget Analytics & Dashboard v2 > renders Budget Übersicht as monthly cockpit, not category status table\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders Budget Overview with current month KPIs and latest transactions\\n[Vue warn]: Failed to resolve component: RouterLink\\nIf this is a native custom element, make sure to exclude it from component resolution via compilerOptions.isCustomElement. \\n  at <BudgetOverviewPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1282ms\\n     ✓ renders Budget Übersicht as monthly cockpit, not category status table  655ms\\n     ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations  462ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > renders effective expenses with Geldfluss columns and confirmed-only empty state text\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <BudgetTransactionsPage ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1390ms\\n     ✓ keeps desktop sidebar but exposes compact mobile navigation points  374ms\\n     ✓ renders mobile expense cards and non-clickable coming-soon receipt hints  514ms\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 2175ms\\n     ✓ shows Budget navigation instead of later placeholder  302ms\\n     ✓ renders Budget Overview with current month KPIs and latest transactions  804ms\\n     ✓ renders transactions workflow and confirms via API after preview summary  875ms\\n ✓ src/pages/VueCockpitV11.test.ts (6 tests) 827ms\\n     ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm  326ms\\nstderr | src/pages/BudgetWorkflowHelpUx.test.ts > Budget Workflow Clarification & Help UX > central help text covers purpose actions exclusions and opens from app shell\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n  at <AppLayout ref=\\\"VTU_COMPONENT\\\" > \\n  at <VTUROOT>\\n\\n ✓ src/pages/BudgetWorkflowHelpUx.test.ts (5 tests) 3054ms\\n     ✓ keeps effective expenses route in desktop, mobile bottom and fallback menu links  334ms\\n     ✓ renders effective expenses with Geldfluss columns and confirmed-only empty state text  1312ms\\n     ✓ renders transfer review explanations including True Wealth target and non-budget effect  851ms\\n     ✓ renders transfer list with from/to accounts  396ms\\n ✓ src/pages/BudgetImportProductionV2.test.ts (4 tests) 3365ms\\n     ✓ shows source-aware review tabs and candidate type actions  1050ms\\n     ✓ marks a candidate as credit card payment through audited type action  938ms\\n     ✓ shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible  673ms\\n     ✓ opens bulk confirm preview dialog and disables final confirm when blockers exist  701ms\\n ✓ src/pages/CryptoPage.test.ts (4 tests) 637ms\\n ✓ src/pages/BudgetCategoriesPage.test.ts (3 tests) 423ms\\n ✓ src/pages/BudgetUxV2.test.ts (10 tests) 4122ms\\n     ✓ shows clean Budget, Transaktionen, Analyse and Setup navigation groups without duplicate review pages  333ms\\n     ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer  1080ms\\n     ✓ shows review candidates without technical user-mode fields  838ms\\n     ✓ uses ConfirmDialog and success Toast for risky review confirm actions  774ms\\n     ✓ renders category analysis and links category drilldown to data explorer  358ms\\n     ✓ keeps budget vs actual separated from import review and based on budget status rows  321ms\\n ✓ src/pages/DataExplorerPage.test.ts (2 tests) 1569ms\\n     ✓ renders filters, KPI cards and confirmed transaction table  964ms\\n     ✓ opens a detail dialog on row click  602ms\\n ✓ src/pages/PositionAddPage.test.ts (4 tests) 621ms\\n ✓ src/pages/BudgetPlanningPage.test.ts (3 tests) 508ms\\n ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 576ms\\n ✓ src/components/SidebarNav.mobile.test.ts (3 tests) 440ms\\n ✓ src/pages/CommandCenter.test.ts (2 tests) 373ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/planning\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/fixed-costs\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/transfers\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/data-explorer\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n\\n ✓ src/App.test.ts (1 test) 332ms\\n     ✓ renders the user dashboard shell  331ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 172ms\\n ✓ src/utils/formatters.test.ts (2 tests) 17ms\\n ✓ src/pages/BudgetRecurringPage.test.ts (1 test) 180ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (6 tests) 238ms\\n ✓ src/api/client.test.ts (2 tests) 4ms\\n\\n Test Files  22 passed (22)\\n      Tests  82 passed (82)\\n   Start at  11:08:49\\n   Duration  9.33s (transform 6.00s, setup 4.66s, import 10.07s, tests 23.10s, environment 20.72s)\\n\\n\\n> jarvis-finance-dashboard-vue@0.0.0 build\\n> vue-tsc -b && vite build\\n\\nvite v8.0.13 building client environment for production...\\n\\rtransforming...✓ 362 modules transformed.\\nrendering chunks...\\ncomputing gzip size...\\ndist/index.html                                   0.36 kB │ gzip:   0.27 kB\\ndist/assets/primeicons-C6QP2o4f.woff2            35.14 kB\\ndist/assets/primeicons-MpK4pl85.ttf              84.98 kB\\ndist/assets/primeicons-WjwUDZjB.woff             85.05 kB\\ndist/assets/primeicons-DMOk5skT.eot              85.15 kB\\ndist/assets/primeicons-Dr5RGzOO.svg             342.52 kB │ gzip: 108.35 kB\\ndist/assets/BudgetStatusPage-BMZrR7-x.css         0.12 kB │ gzip:   0.12 kB\\ndist/assets/BudgetAccountsPage-CvvWTfDA.css       0.25 kB │ gzip:   0.16 kB\\ndist/assets/BudgetRecurringPage-D6HtQ9Wm.css      0.43 kB │ gzip:   0.22 kB\\ndist/assets/BudgetPlanningPage-C7R-DDrQ.css       0.46 kB │ gzip:   0.23 kB\\ndist/assets/BudgetCategoriesPage-DTdQz_j1.css     0.47 kB │ gzip:   0.23 kB\\ndist/assets/BudgetRulesPage-D3i45eFu.css          0.56 kB │ gzip:   0.23 kB\\ndist/assets/BudgetSetupPage-DnHS5HVt.css          0.64 kB │ gzip:   0.30 kB\\ndist/assets/index-BpC4jna4.css                   41.36 kB │ gzip:   9.51 kB\\ndist/assets/portfolio-DujHok5V.js                 0.09 kB │ gzip:   0.11 kB\\ndist/assets/MoneyValue-Dc7rgo8y.js                0.35 kB │ gzip:   0.27 kB\\ndist/assets/FilterToolbar-CgVUuXQW.js             0.41 kB │ gzip:   0.29 kB\\ndist/assets/formatters-CM6f-CJ6.js                0.42 kB │ gzip:   0.28 kB\\ndist/assets/crypto-C-vcEwzw.js                    0.56 kB │ gzip:   0.26 kB\\ndist/assets/cash-CxElzdHi.js                      0.62 kB │ gzip:   0.29 kB\\ndist/assets/positions-BWzv-kkk.js                 0.70 kB │ gzip:   0.28 kB\\ndist/assets/ChartPanel-Dghd9i2w.js                0.71 kB │ gzip:   0.45 kB\\ndist/assets/SectionCard-PkTsK5vs.js               0.72 kB │ gzip:   0.46 kB\\ndist/assets/RoadmapPage-B2yUkSqt.js               0.76 kB │ gzip:   0.48 kB\\ndist/assets/client-CZ7t1qgF.js                    0.83 kB │ gzip:   0.45 kB\\ndist/assets/SummaryCard-CC4QbI1E.js               0.99 kB │ gzip:   0.57 kB\\ndist/assets/LoadActionBar-CrYTARwp.js             1.02 kB │ gzip:   0.62 kB\\ndist/assets/DetailDrawer-CcUco9VL.js              1.14 kB │ gzip:   0.70 kB\\ndist/assets/auto-BzrTjDN7.js                      1.20 kB │ gzip:   0.59 kB\\ndist/assets/SparklineChart-B63RH0tt.js            1.20 kB │ gzip:   0.73 kB\\ndist/assets/toolbar-CJAwFfUK.js                   1.36 kB │ gzip:   0.60 kB\\ndist/assets/runtime-Bh627O7J.js                   1.45 kB │ gzip:   0.80 kB\\ndist/assets/AllocationBars-DzaBrBbP.js            1.54 kB │ gzip:   0.82 kB\\ndist/assets/ReportsPage-CxRJYXn6.js               1.83 kB │ gzip:   1.02 kB\\ndist/assets/card-_tOlIZEU.js                      2.00 kB │ gzip:   0.68 kB\\ndist/assets/LocalDataStatus-BIyNQaj1.js           2.13 kB │ gzip:   1.06 kB\\ndist/assets/BudgetAccountsPage-9XeD420E.js        2.77 kB │ gzip:   1.20 kB\\ndist/assets/chart-Du-qinUe.js                     3.34 kB │ gzip:   1.44 kB\\ndist/assets/BudgetTransfersPage-J8Ek9vob.js       3.71 kB │ gzip:   1.66 kB\\ndist/assets/PortfolioPage-v6fEK2nl.js             4.08 kB │ gzip:   1.73 kB\\ndist/assets/CommandCenter-DZQVPqX3.js             5.19 kB │ gzip:   2.18 kB\\ndist/assets/CategoryAnalysisPage-C-NUhu5c.js      5.36 kB │ gzip:   2.18 kB\\ndist/assets/MonthlyComparisonPage-B1LlzVOY.js     5.47 kB │ gzip:   2.10 kB\\ndist/assets/WalletsPage-DEfshNEt.js               5.77 kB │ gzip:   2.44 kB\\ndist/assets/budget-BqTFDgPr.js                    6.08 kB │ gzip:   1.62 kB\\ndist/assets/BudgetVsActualPage-D03NMhbY.js        6.76 kB │ gzip:   2.39 kB\\ndist/assets/BudgetOverviewPage-Ds1tohX5.js        6.88 kB │ gzip:   2.73 kB\\ndist/assets/BudgetStatusPage-C_NhNg2x.js          7.13 kB │ gzip:   2.60 kB\\ndist/assets/BudgetSetupPage-B5F3voBb.js           8.66 kB │ gzip:   2.92 kB\\ndist/assets/BudgetRulesPage-DQLywNpL.js           9.00 kB │ gzip:   2.75 kB\\ndist/assets/BudgetRecurringPage-CQQa36Vi.js       9.87 kB │ gzip:   3.13 kB\\ndist/assets/DataExplorerPage-D168Zy5D.js         10.35 kB │ gzip:   3.57 kB\\ndist/assets/BudgetCategoriesPage-DuN8X-TX.js     12.46 kB │ gzip:   4.01 kB\\ndist/assets/message-Dutctlb0.js                  14.69 kB │ gzip:   3.00 kB\\ndist/assets/BudgetPlanningPage-r0V4GIX1.js       16.59 kB │ gzip:   5.17 kB\\ndist/assets/CryptoPage-_hgvUOnk.js               17.46 kB │ gzip:   5.39 kB\\ndist/assets/BudgetTransactionsPage-Cg0vNVYt.js   19.89 kB │ gzip:   6.44 kB\\ndist/assets/EquityPage-Deu4gT__.js               20.31 kB │ gzip:   5.61 kB\\ndist/assets/PositionAddPage-_wCu0OXC.js          20.98 kB │ gzip:   5.89 kB\\ndist/assets/BudgetIncomePage-CHP_VmXc.js         32.63 kB │ gzip:   8.22 kB\\ndist/assets/BudgetImportReviewPage-gCJ1I0j4.js   40.31 kB │ gzip:  11.50 kB\\ndist/assets/tag-DwHc1L3z.js                      84.52 kB │ gzip:  20.08 kB\\ndist/assets/datatable-e_Z_8VOW.js               305.76 kB │ gzip:  63.58 kB\\ndist/assets/index-Cgoj5fWU.js                   629.43 kB │ gzip: 176.75 kB\\n\\n[plugin builtin:vite-reporter] \\n(!) Some chunks are larger than 500 kB after minification. Consider:\\n- Using dynamic import() to code-split the application\\n- Use build.rolldownOptions.output.codeSplitting to improve chunking: https://rolldown.rs/reference/OutputOptions.codeSplitting\\n- Adjust chunk size limit for this warning via build.chunkSizeWarningLimit.\\n✓ built in 1.60s\", \"exit_code\": 0, \"error\": null}",
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