{ "session_id": "20260520_205139_d3c2ed", "model": "gpt-5.5", "base_url": "https://chatgpt.com/backend-api/codex", "platform": "telegram", "session_start": "2026-05-20T20:02:25.851250", "last_updated": "2026-05-20T21:13:40.045661", "system_prompt": "# Hermes Agent Persona\n\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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n\n\n\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n\n\n\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n\n\n\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n\n\n\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n\n\n\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n\n\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\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\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 `\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) [99% — 1,371/1,375 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§\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 real amounts/IDs/API keys in chat; credentials via terminal/runtime files; no DB/CSV/keys/reports in Git/frontend; backups+audit; Preview→Confirm→Audit; no fake prices/buttons; OpenFIGI never show/store; never auto-book. Grocery: mappings learned; provider calls explicit/cache-first.\n\nConversation started: Wednesday, May 20, 2026 08:51 PM\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: 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:' for a provider defined in custom_providers config — always include the ':' 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:' (DM), 'yuanbao:group:' (group chat)" }, "message": { "type": "string", "description": "The message text to send. To send an image or file, include MEDIA: (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=` 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 `. 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.), 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/.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": 280, "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." }, { "role": "user", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 77 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---" }, { "role": "assistant", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 223 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---", "tool_calls": [ { "id": "call_n3WV9v5zzYpcC3LRO39UlfPH", "call_id": "call_n3WV9v5zzYpcC3LRO39UlfPH", "response_item_id": "fc_011cf4c4a2671bda016a0dfc45900881918f69c50de1ef2277", "type": "function", "function": { "name": "todo", "arguments": "{\"merge\": true, \"todos\": [{\"content\": \"Arbeitsbasis, Branch, Schema, API/UI-Struktur und Runtime-Sicherheitslage prüfen\", \"id\": \"cash-tw-0\", \"status\": \"completed\"}, {\"content\": \"RED-Tests für Cash-Konten, balance_mode, Manual Snapshots, CSV Anchor, TrueWealth, Portfolio/Command Center/UI schreiben und failen sehen\", \"id\": \"cash-tw-1\", \"status\": \"completed\"}, {\"content\": \"Backend-Datenmodell/Migration/API/Services mit Preview→Confirm→Audit implementieren\", \"id\": \"cash-tw-2\", \"status\": \"completed\"}, {\"content\": \"Frontend Cash- und TrueWealth-Seiten/Workflows/Historie/Portfolio/Command Center aktualisieren\", \"id\": \"cash-tw-3\", \"status\": \"completed\"}, {\"content\": \"Runtime-Backup erstellen und Cash-Konten per auditierter Migration/Seed prüfen/anlegen, keine echten Werte ins Git\", \"id\": \"cash-tw-4\", \"status\": \"completed\"}, {\"content\": \"Full Verification: compile, pytest, npm test/build, secret scans, git safety, diff-check, browser sanity\", \"id\": \"cash-tw-5\", \"status\": \"completed\"}, {\"content\": \"Commit, Push, Remote-Hash und Abschlussbericht\", \"id\": \"cash-tw-6\", \"status\": \"completed\"}]}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDfxKUdbehhNrk0sdAny0lrzQRrRQb2xdzoRBtcOeq_KyrBrrMn3iqvFFsX8lDIL90zgLiBPavnUfC0da5KBlG6oswCo7PtnHLKO3y0IEdlCvyaxmEvWKQ3j24Y52uunQziXkAq0_B-bGmmq4sBpnAgaqXCCDkzvrF6OTVu8gOjUe7HImxLhk14yMlv6N5yAxtfaBZPMWWOrFafL-8-I3rzHikcDstuSJwQXEgR8oLCJ8UjX2oSe3hLtZEYhHekjDEaHzXq1n4Nfzrh4D2oOYulr_g4C8rExvZbD0aq_UzN4K-PsJmtsocpfGIBaqUFvlweNcnBldXc7wUrx9ly5if24lM-UJTA9KnWEwWbp3j1dz93r7eca5xGbuttmSzm8nmQRAVX3RHT1gNHq6r8BQr3NzSL83Dj40Q54asA3mTrPYe5AD-0hvqhL5nWJWiEtvEGzL61k4Hysq8r-hpM5iIGi79iRPYOkgbkBOfcL6jV9_Oh8KNWHG99Zz9VoabduR5N0JU7emizcbhmCwYzNVkoI2nqJt9r71WsFFGdjG6RjI0OHn26MlCwiV2aZJX3b9wNe5dqZLcDOnADkakF2xy6W51_yuPIULTkp4c9qUiyXUbVbFg71gpAkwx-BwooXoQXh13NopntSgEoP9JnwRqD-WY2dQyAlZrHAiHw3U4IB0Mt2ObGu1BQ26fSVZuVbxQshy7DJNdG_AEgr7XKSNbc3zmUW7Zz3J3qIDOoTouVX_pLMMV6itotg9UBYkJhuId1NSdWkrHNId16LEMFKMGZqB1Gh_smnP8A9WFvDIypxCkU-IUR1m8zPq5vdEtOcbpYWA5zq6eMGXmd3NaUGH-w-X_U1ucuIFEE9pDRIH34CzEBvvE9hZjPbnxjO9yZ_Wtgc8Dzrs2xGLhWEOPHNxe0N6JAnQua4a12RgIGdJYycB3PSKFpEAHs3QyrFLkPg_2AKE", "id": "rs_011cf4c4a2671bda016a0dfc44cf6881919b4fdfd071852ce8", "summary": [] } ] }, { "role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_n3WV9v5zzYpcC3LRO39UlfPH" }, { "role": "assistant", "content": "Sir, der **Cash Accounts & TrueWealth Value Management Sprint** ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Cash-Konten angelegt/geprüft:** ja \n Runtime-Backup wurde vorher erstellt. Danach wurden die sechs kanonischen Cash-Konten geprüft und — falls fehlend — auditierbar angelegt.\n- **balance_mode umgesetzt:** ja\n- **Kontostand Manuell umgesetzt:** ja\n- **CSV-berechneter Kontostand umgesetzt/vorbereitet:** ja\n- **Raiffeisen csv_calculated:** ja\n- **AKB Haushaltskonto csv_calculated:** ja\n- **übrige Konten manual:** ja\n- **PostFinance Cash getrennt vom Portfolio:** ja \n `PostFinance Cash-Konto` läuft separat unter `PostFinance Cash`, nicht als Depot/Portfolio.\n- **TrueWealth-Wert manuell pflegbar:** ja\n- **TrueWealth-Verlauf sichtbar:** ja, als Snapshot-/Audit-Historienbereich vorbereitet und UI-seitig sichtbar.\n- **Cash-Verlauf sichtbar:** ja\n- **Portfolio-Buckets aktualisiert:** ja\n- **Command Center aktualisiert:** ja \n Cash-/TrueWealth-/PostFinance-/Crypto-Werte und Cash-Abgleich-Status sind berücksichtigt.\n\n## Umgesetzt\n\n### Cash\n\nRoute: `/portfolio/cash`\n\nCash-Seite zeigt jetzt:\n\n- Cash gesamt CHF\n- manuell gepflegte Konten\n- CSV-berechnete Konten\n- Differenzen / Abgleich offen\n- letzter Abgleich\n- Tabelle mit:\n - Konto\n - Bank/Anbieter\n - Kontotyp\n - Währung\n - Modus\n - berechneter Kontostand\n - Kontostand Manuell\n - verwendeter Wert für Portfolio\n - Differenz\n - letzter manueller Abgleich\n - letzte importierte Buchung\n - Status\n - Aktionen\n\nWorkflow:\n\n- `Kontostand aktualisieren`\n- Betrag CHF\n- Datum\n- Notiz\n- Preview\n- Confirm\n- Audit\n\nCSV-Anchor vorbereitet:\n\n- `csv_anchor_balance`\n- berechneter Wert = Anchor + CSV/Transaktionsbewegungen\n- manueller Wert bleibt Kontroll-/Abgleichwert\n- keine neue Bankimport-Engine gebaut. Sehr untypisch vernünftig.\n\n### Cash balance_mode\n\n- `manual`\n - PostFinance Cash-Konto\n - AKB Zinsbereitstellungskonto\n - AKB gemeinsames Konto\n - AKB Aargauer-Sparkonto\n\n- `csv_calculated`\n - Raiffeisen\n - AKB Haushaltskonto\n\nPortfolio-Wert:\n\n- `manual`: letzter bestätigter manueller Kontostand\n- `csv_calculated`: berechneter Kontostand\n- Differenz zum manuellen Kontrollwert wird angezeigt\n\n### TrueWealth\n\nRoute: `/portfolio/truewealth`\n\nUmgesetzt:\n\n- aktueller TrueWealth-Gesamtwert CHF\n- Button `TrueWealth-Wert aktualisieren`\n- Preview → Confirm → Audit\n- keine Einzelpositionen\n- keine Aktien-/ETF-Zuordnung\n- eigener Portfolio-Bucket\n\n### Backend / Datenmodell\n\nErgänzt:\n\n- `accounts.balance_mode`\n- `accounts.portfolio_bucket`\n- neue Tabelle `cash_account_snapshots`\n\nSnapshot-Typen:\n\n- `manual_balance`\n- `csv_anchor_balance`\n- `calculated_balance`\n- `reconciliation`\n\nBeträge bleiben als Decimal-Text gespeichert, nicht Float.\n\nWichtig: Die Erweiterung läuft als idempotente Compat-Migration, ohne bestehende Schema-Version-Tests zu brechen.\n\n## Runtime\n\n- Runtime-Backup erstellt vor Änderungen.\n- Sechs Cash-Konten in Runtime geprüft/angelegt.\n- Ergebnis Runtime:\n - Cash-Konten: `6`\n - manual: `4`\n - csv_calculated: `2`\n - Duplikate: `0`\n - offener Abgleich initial: `0`\n\nKeine Runtime-DB, keine echten Kontostände, keine Secrets ins Git.\n\n## Browser Sanity\n\nGeprüft:\n\n- `/portfolio`: `200 OK`\n- `/portfolio/cash`: `200 OK`\n- `/portfolio/truewealth`: `200 OK`\n- `/`: `200 OK`\n- Cash-Kontostand aktualisieren: UI öffnet\n- Cash Preview: `200 OK`\n- TrueWealth-Wert aktualisieren: UI öffnet\n- TrueWealth Preview: `200 OK`\n- Verlauf öffnen: UI/API vorbereitet\n- JS-Fehler: keine\n\nHinweis: Für Browser Sanity wurden nur Preview-/UI-Flows ausgeführt, keine echten Confirm-Mutationen mit Fantasiewerten. Sehr langweilig, also korrekt.\n\n## Verifikation\n\n- Python compile: OK\n- Backend pytest: `546 passed`\n- Frontend Vitest: `115 passed`\n- Frontend build: OK\n- Source Secret Scan: OK \n absichtliche Fixture-Datei `test_git_safety.py` ausgeschlossen\n- Frontend Build Secret Scan: OK\n- Git-Safety: OK\n- `git diff --check`: OK\n- Browser Sanity: OK\n- Working tree: sauber\n\n## Dashboard Status\n\nNeu gestartet und erreichbar:\n\n- Backend: `http://127.0.0.1:8000`\n- Frontend lokal: `http://127.0.0.1:5173`\n- Frontend Tailscale: `http://100.85.29.67:5173`\n\nPIDs:\n\n- Backend: `744032`\n- Frontend: `744051`\n\n## Commit / Push\n\n- Commit: `233cac00d77abc6786d84ca8127e4196cea4d836`\n- Message: `feat: manage cash and truewealth values`\n- Push: erfolgreich nach `origin/main`\n- Remote-Hash: matcht lokal\n\n## Offene Grenzen\n\n- CSV-Import-Engine wurde bewusst nicht neu gebaut.\n- CSV-Anker-/Startsaldo-Hook ist vorbereitet; konkrete AKB-/Raiffeisen-Parser-Erweiterung bleibt separater Sprint.\n- TrueWealth wird als Gesamtwert geführt, nicht als Einzelinstrument-Liste.\n- Cash-/TrueWealth-Historie ist bewusst user-safe; keine Roh-IDs prominent im User Mode.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDfxpmhYV9fDSN13t9yRSUMeCCJxIrFXz5QNb4hpa8ypnCZod3wVysKu4ekx_jzQ6iBRIrGCBWYNuqMWDqBqtA74SD6A5NkIu3TswImsLEjPp4u-413lGp5xVvZa6eW9qIzzs2lfAre7EM2uaPqXHtDNgOsHhNmfFZAXFv6q80VBHBaYgfsDsUrSTS2e_9LUo-zNFJFof155Cw82Y8498B2ftnVbYvlyWP9_g_Wka4P86NTsuhch3fCJaXCnVjwsi2MsKCCjg_QvHfV8AVr-Nt1RbJhO2fmrgUKkR7_ycbdudeVKmdaUwpKvtvvrjt0KjbJHJLXfSZvksle9aa9XQWJ074nflRHE5gMwTwhgBnwFrhRWdsU3ZVleIMAd-tysjY79gqNGGpXY74YTo8qc1G9nd3D-HNwEwEIh_1zzr3HfEhva5GNRjcmMO182fNNJGm_z4maL5A9u-H2skJZ0X3SkP79Pygo9fwzk14GEhUACJFSwJWslmIW9W2ApimZbFLIoOEWF5SGYogYJlyEwxtb-0HzHkJjw1WhzQexAHYlwr2nfnby2tpO-mOFdo1L3wiALGAOhCth4xPG1bMpwQex_ARO7u22BpVOE4DwU0-e0jMHq5o_duZrOZ9fd9XesdYSKdd5lJw2u9P7paUEIK1YCcX3fK54rEUvZZHn1aUdYpZbBt8DZFSCmlBKxuaMSiLjqDHegIy_iGEII1L8clDq7K6Jt4h2yb8F5qTECaox3vMgaWgBPBKlcBiDNyP5Bdu3KevH0tWWinYdDSRpEL73ev6uBOPZK8deMdd4P_LmtSCI0wnUo6QYoNnc0jkSnIL_7PIuvsg_SrHxj29XcdxcAfTnEOYCMnr7YKFFl44pPorTX7cq3lQxj3GE8KcxrCjnpa17GSZAxE1AaAdsf7x0z3aL5Mdoz4beUnhZ1NzV7K3ic4RqndW-JuTwFF5qiEmeoBRqjoC2zewRJYOWURjO1DIl1D93XErKsl2ghebaom2yGnYrwmGlrXriyFdqxut85kju0b2046_JOgfkjZgfjzMAM8X0IPeSib4AvW5MsVw-WvCP_HgWEJbOmFZiWrrw5UHkf1D9Mmq2RtMej_VxGpEq5s-IEwA1i-oPOp-UW99dT5J4Gu15Hhld1wtcdxVEWxiWrt9GRtyBf933TY__E0dCQ1N9sYDw_EgBRwMuhz6_KWa-SEKQntgGaHA1LBzHEFxyYQKQ_4ySZqceqZilebbEbYYrInKpq2q2LVcZG4MK0ossuEOcDXL23TBpCefFNhV7zfEKreBeI_I-4TzKZjIK5GKNywem_DfHFiX8xJZuZQNjf2OE7IYz4gdbk8H1GznzFi6O1c36t8iT3G6-II3c8dKT3mtFSDabBWrYER-A7CkguzzA8rHwb7R2CLEufCPu1GhKiDohdnhaeLg2cSnswYUev479VdRFTI8mHmtQdVtNaui3j9uR9nxKevhqknRMB7ALuvz-x0a_FTHmiGHCJxth5cOm0WEy12HbmUKpWuvGEN79QDd6KZrA99rDPy", "id": "rs_011cf4c4a2671bda016a0dfc4fe3d88191b650fe650ccbf66d", "summary": [] } ], "codex_message_items": [ { "type": "message", "role": "assistant", "status": "completed", "content": [ { "type": "output_text", "text": "Sir, der **Cash Accounts & TrueWealth Value Management Sprint** ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Cash-Konten angelegt/geprüft:** ja \n Runtime-Backup wurde vorher erstellt. Danach wurden die sechs kanonischen Cash-Konten geprüft und — falls fehlend — auditierbar angelegt.\n- **balance_mode umgesetzt:** ja\n- **Kontostand Manuell umgesetzt:** ja\n- **CSV-berechneter Kontostand umgesetzt/vorbereitet:** ja\n- **Raiffeisen csv_calculated:** ja\n- **AKB Haushaltskonto csv_calculated:** ja\n- **übrige Konten manual:** ja\n- **PostFinance Cash getrennt vom Portfolio:** ja \n `PostFinance Cash-Konto` läuft separat unter `PostFinance Cash`, nicht als Depot/Portfolio.\n- **TrueWealth-Wert manuell pflegbar:** ja\n- **TrueWealth-Verlauf sichtbar:** ja, als Snapshot-/Audit-Historienbereich vorbereitet und UI-seitig sichtbar.\n- **Cash-Verlauf sichtbar:** ja\n- **Portfolio-Buckets aktualisiert:** ja\n- **Command Center aktualisiert:** ja \n Cash-/TrueWealth-/PostFinance-/Crypto-Werte und Cash-Abgleich-Status sind berücksichtigt.\n\n## Umgesetzt\n\n### Cash\n\nRoute: `/portfolio/cash`\n\nCash-Seite zeigt jetzt:\n\n- Cash gesamt CHF\n- manuell gepflegte Konten\n- CSV-berechnete Konten\n- Differenzen / Abgleich offen\n- letzter Abgleich\n- Tabelle mit:\n - Konto\n - Bank/Anbieter\n - Kontotyp\n - Währung\n - Modus\n - berechneter Kontostand\n - Kontostand Manuell\n - verwendeter Wert für Portfolio\n - Differenz\n - letzter manueller Abgleich\n - letzte importierte Buchung\n - Status\n - Aktionen\n\nWorkflow:\n\n- `Kontostand aktualisieren`\n- Betrag CHF\n- Datum\n- Notiz\n- Preview\n- Confirm\n- Audit\n\nCSV-Anchor vorbereitet:\n\n- `csv_anchor_balance`\n- berechneter Wert = Anchor + CSV/Transaktionsbewegungen\n- manueller Wert bleibt Kontroll-/Abgleichwert\n- keine neue Bankimport-Engine gebaut. Sehr untypisch vernünftig.\n\n### Cash balance_mode\n\n- `manual`\n - PostFinance Cash-Konto\n - AKB Zinsbereitstellungskonto\n - AKB gemeinsames Konto\n - AKB Aargauer-Sparkonto\n\n- `csv_calculated`\n - Raiffeisen\n - AKB Haushaltskonto\n\nPortfolio-Wert:\n\n- `manual`: letzter bestätigter manueller Kontostand\n- `csv_calculated`: berechneter Kontostand\n- Differenz zum manuellen Kontrollwert wird angezeigt\n\n### TrueWealth\n\nRoute: `/portfolio/truewealth`\n\nUmgesetzt:\n\n- aktueller TrueWealth-Gesamtwert CHF\n- Button `TrueWealth-Wert aktualisieren`\n- Preview → Confirm → Audit\n- keine Einzelpositionen\n- keine Aktien-/ETF-Zuordnung\n- eigener Portfolio-Bucket\n\n### Backend / Datenmodell\n\nErgänzt:\n\n- `accounts.balance_mode`\n- `accounts.portfolio_bucket`\n- neue Tabelle `cash_account_snapshots`\n\nSnapshot-Typen:\n\n- `manual_balance`\n- `csv_anchor_balance`\n- `calculated_balance`\n- `reconciliation`\n\nBeträge bleiben als Decimal-Text gespeichert, nicht Float.\n\nWichtig: Die Erweiterung läuft als idempotente Compat-Migration, ohne bestehende Schema-Version-Tests zu brechen.\n\n## Runtime\n\n- Runtime-Backup erstellt vor Änderungen.\n- Sechs Cash-Konten in Runtime geprüft/angelegt.\n- Ergebnis Runtime:\n - Cash-Konten: `6`\n - manual: `4`\n - csv_calculated: `2`\n - Duplikate: `0`\n - offener Abgleich initial: `0`\n\nKeine Runtime-DB, keine echten Kontostände, keine Secrets ins Git.\n\n## Browser Sanity\n\nGeprüft:\n\n- `/portfolio`: `200 OK`\n- `/portfolio/cash`: `200 OK`\n- `/portfolio/truewealth`: `200 OK`\n- `/`: `200 OK`\n- Cash-Kontostand aktualisieren: UI öffnet\n- Cash Preview: `200 OK`\n- TrueWealth-Wert aktualisieren: UI öffnet\n- TrueWealth Preview: `200 OK`\n- Verlauf öffnen: UI/API vorbereitet\n- JS-Fehler: keine\n\nHinweis: Für Browser Sanity wurden nur Preview-/UI-Flows ausgeführt, keine echten Confirm-Mutationen mit Fantasiewerten. Sehr langweilig, also korrekt.\n\n## Verifikation\n\n- Python compile: OK\n- Backend pytest: `546 passed`\n- Frontend Vitest: `115 passed`\n- Frontend build: OK\n- Source Secret Scan: OK \n absichtliche Fixture-Datei `test_git_safety.py` ausgeschlossen\n- Frontend Build Secret Scan: OK\n- Git-Safety: OK\n- `git diff --check`: OK\n- Browser Sanity: OK\n- Working tree: sauber\n\n## Dashboard Status\n\nNeu gestartet und erreichbar:\n\n- Backend: `http://127.0.0.1:8000`\n- Frontend lokal: `http://127.0.0.1:5173`\n- Frontend Tailscale: `http://100.85.29.67:5173`\n\nPIDs:\n\n- Backend: `744032`\n- Frontend: `744051`\n\n## Commit / Push\n\n- Commit: `233cac00d77abc6786d84ca8127e4196cea4d836`\n- Message: `feat: manage cash and truewealth values`\n- Push: erfolgreich nach `origin/main`\n- Remote-Hash: matcht lokal\n\n## Offene Grenzen\n\n- CSV-Import-Engine wurde bewusst nicht neu gebaut.\n- CSV-Anker-/Startsaldo-Hook ist vorbereitet; konkrete AKB-/Raiffeisen-Parser-Erweiterung bleibt separater Sprint.\n- TrueWealth wird als Gesamtwert geführt, nicht als Einzelinstrument-Liste.\n- Cash-/TrueWealth-Historie ist bewusst user-safe; keine Roh-IDs prominent im User Mode." } ], "id": "msg_011cf4c4a2671bda016a0dfc51efd88191bf18f2296bd6a845", "phase": "final_answer" } ], "finish_reason": "stop" }, { "role": "user", "content": "[M G] Aktueller Fehler im Budget-Import-Review:\n\nMir werden Buchungen als mögliche Duplikate zur Einbuchung vorgeschlagen, z.B.:\n\n* Datum: 2026-03-20\n* Quelle: migros_receipts / 2026 Migros Einkäufe.csv\n* Händler: M Windisch / Migros Bon M Windisch\n* Betrag: 0.40 CHF\n* Kategorie: Essen & Haushalt\n* Status/Grund: Mögliches Duplikat / duplicate_detection_v1\n* Hinweis: Gegenbuchung gefunden: nein/noch nicht verknüpft\n\nDas ist falsch. Es gibt keinen Grund, eine Belastung doppelt zu verbuchen. Ein Duplikat oder mögliches Duplikat darf nicht im normalen Confirm-Flow angeboten werden.\n\nBitte starte einen gezielten:\n\n# Budget Duplicate Handling Hotfix Sprint\n\nZiel:\nDuplikate sollen zuverlässig erkannt, vom normalen Buchungs-Review getrennt und gegen versehentliche Doppelbuchung geschützt werden.\n\nWichtig:\n\n* Keine neuen Importquellen.\n* Keine neue grosse Importengine.\n* Keine echten Daten ins Git.\n* Keine Runtime-DB ins Git.\n* Vor Runtime-Cleanup Backup erstellen.\n* Keine stillen Mutationen.\n* Jede Statusänderung auditieren.\n* Keine Buchung darf doppelt bestätigt werden.\n* Doppelte Kandidaten dürfen nicht in Batch Confirm landen.\n\n## 1. Duplikat-Kandidaten aus normalem Review entfernen\n\nAktuell erscheinen mögliche Duplikate offenbar in Buchungen prüfen.\n\nBitte ändern:\n\n### Normale Review-Liste\n\nDarf enthalten:\n\n* neue offene Kandidaten\n* auto-kategorisierte Kandidaten\n* reviewpflichtige Kandidaten\n* Galaxus/Digitec\n* Migros-Bons, sofern noch nicht confirmed oder duplicate\n\nDarf nicht enthalten:\n\n* duplicate_candidate\n* possible_duplicate\n* duplicate_blocked\n* superseded\n* covered_by_migros\n* bereits bestätigte Kandidaten\n* Artikelzeilen\n\n### Neue Logik\n\nWenn ein Kandidat als mögliches Duplikat erkannt wird:\n\n* nicht im normalen Confirm-Flow anzeigen\n* nicht bulk-confirmable\n* nicht als normale Ausgabe bestätigen\n* Status z.B. duplicate_candidate oder duplicate_blocked\n* eigene Ansicht/Tab: Duplikate prüfen\n\n## 2. Duplikat-Tab sinnvoll machen\n\nTab Duplikate prüfen soll zeigen:\n\n* Kandidat\n* mögliche bestehende Buchung oder bestehender Kandidat\n* Datum\n* Händler\n* Betrag\n* Quelle\n* Grund der Duplikat-Erkennung\n* Confidence\n* Aktionen:\n\n * als Duplikat ignorieren/superseded\n * kein Duplikat, zurück in Review\n * bewusst trotzdem buchen, nur mit expliziter Begründung\n\nWichtig:\nTrotzdem buchen darf nicht standardmässig sichtbar/prominent sein. Es braucht:\n\n* Warnung\n* Begründung\n* Confirm\n* Audit\n\n## 3. Migros-Duplikate speziell fixen\n\nMigros-Bons müssen eindeutig erkannt werden.\n\nFür Migros-CSV gilt:\n\n### Unique Key / Fingerprint\n\nNutze wenn möglich:\n\n* source_type = migros_receipt\n* source_file_hash\n* receipt_key\n* Datum\n* Zeit\n* Filiale\n* Kasse\n* Transaktionsnummer / Bonnummer\n* Betrag\n* Händler\n\nWenn receipt_key vorhanden ist, soll er führend sein.\n\n### Verhalten\n\n* gleicher Migros-Bon darf nur einmal als Hauptbuchungskandidat existieren\n* erneuter Import derselben CSV darf keine neuen offenen Kandidaten erzeugen\n* Artikelzeilen dürfen nicht als Hauptbuchungen auftauchen\n* Kreditkarten-Migros bleibt covered_by_migros\n* Migros-Bon aus CSV gewinnt gegenüber Kreditkarten-Migros\n\n## 4. Bestehende Runtime bereinigen\n\nBitte aktuelle Runtime prüfen und bereinigen.\n\nAblauf:\n\n1. Backup Runtime-DB erstellen.\n2. Dry Run:\n\n * Anzahl offene Kandidaten\n * Anzahl duplicate_candidate\n * Anzahl mögliche Migros-Duplikate\n * Anzahl identische receipt_key-Duplikate\n * Anzahl mögliche doppelte Beträge/Datum/Händler\n * keine Beträge im Bericht\n3. Duplikate markieren:\n\n * exakte Duplikate → duplicate_blocked oder superseded\n * mögliche Duplikate → duplicate_candidate\n4. Aus normalem Review entfernen.\n5. Audit-/Cleanup-Event schreiben.\n6. Keine produktiven Buchungen erzeugen.\n\n## 5. Confirm-Flow absichern\n\nBitte Confirm-Backend hart absichern:\n\nWenn candidate status ist:\n\n* duplicate_candidate\n* duplicate_blocked\n* superseded\n* covered_by_migros\n* ignored\n\ndann darf normaler Confirm nicht funktionieren.\n\nStattdessen Fehler:\n\n`Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt\nwerden.`\n\nNur expliziter Override-Endpoint darf buchen:\n\n* confirm_duplicate_override\n* mit Begründung\n* mit Audit\n* nicht über Batch Confirm\n\n## 6. Batch Confirm absichern\n\nBatch Confirm darf nur Kandidaten bestätigen, die:\n\n* offen oder auto_categorized sind\n* Kategorie gesetzt haben\n* nicht duplicate/superseded/covered/ignored sind\n* nicht Artikelzeile sind\n* nicht bereits confirmed sind\n\nWenn Auswahl Duplikate enthält:\n\n* diese überspringen\n* Fehler/Warnung pro Kandidat anzeigen\n* keine stille Buchung\n\n## 7. UI anpassen\n\nAuf Buchungen prüfen:\n\n* Duplikate standardmässig ausblenden\n* Filter Duplikate prüfen separat\n* Badge:\n\n * Mögliches Duplikat\n * Blockiertes Duplikat\n * Covered by Migros\n* normale Confirm-Buttons für Duplikate deaktivieren\n* bei Duplikaten nur:\n\n * Details\n * als Duplikat ignorieren\n * zurück in Review\n * Override mit Begründung\n\n## 8. Tests\n\nBitte Tests ergänzen:\n\n### Duplicate Detection\n\n* gleicher Migros receipt_key erzeugt kein zweites offenes Candidate\n* gleicher Source-Fingerprint wird idempotent behandelt\n* Kreditkarten-Migros wird covered_by_migros und nicht gebucht\n* Artikelzeilen werden nicht Hauptkandidaten\n\n### Confirm Guard\n\n* duplicate_candidate kann nicht normal confirmed werden\n* duplicate_blocked kann nicht normal confirmed werden\n* covered_by_migros kann nicht normal confirmed werden\n* ignored kann nicht normal confirmed werden\n* Override braucht Begründung\n\n### Batch Confirm\n\n* Batch Confirm überspringt Duplikate\n* Batch Confirm bucht nur erlaubte Kandidaten\n* Fehlerliste pro Kandidat sichtbar\n\n### UI\n\n* normale Review-Liste zeigt keine Duplikate\n* Duplikat-Tab zeigt Duplikate\n* Confirm-Button bei Duplikat deaktiviert\n* Duplicate Badge sichtbar\n\n### Safety\n\n* keine CSV/XLS ins Git\n* keine Runtime-DB ins Git\n* Git-Safety sauber\n\n## 9. Browser Sanity\n\nBitte prüfen:\n\n* /planning/budget/expenses/review\n* Tab Alle: keine Duplikate\n* Tab Duplikate: Duplikate sichtbar\n* Batch Confirm: Duplikate werden nicht gebucht\n* Details: Duplicate-Grund sichtbar\n* keine JS-Fehler\n\n## 10. Verifikation\n\nNach Umsetzung:\n\n* Python compile\n* pytest\n* npm test\n* npm run build\n* Source Secret Scan\n* Frontend Build Secret Scan\n* Git-Safety\n* git diff --check\n* Browser Sanity\n* Commit\n* Push\n\n## 11. Abschlussbericht\n\nBitte berichten:\n\n* Duplikate aus normalem Review entfernt: ja/nein\n* Migros receipt_key/Fingerprint geprüft: ja/nein\n* bestehende Runtime-Duplikate markiert: ja/nein\n* Confirm Guard für Duplikate: ja/nein\n* Batch Confirm gegen Duplikate abgesichert: ja/nein\n* Duplikat-Tab funktioniert: ja/nein\n* Tests\n* Build\n* Git-Safety\n* Backup erstellt: ja/nein\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nEin mögliches Duplikat darf niemals als normale Buchung zur Bestätigung vorgeschlagen werden. Erst prüfen, dann entweder blockieren, ignorieren oder nur mit explizitem Override buchen." }, { "role": "assistant", "content": "", "reasoning": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. Overall, I'll make sure I’m organized and methodical in getting this set up correctly!", "finish_reason": "tool_calls", "reasoning_content": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. Overall, I'll make sure I’m organized and methodical in getting this set up correctly!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgHbe3DoRbOLb_ysks1amMbDbXLAKOcuHw40DDkbJAv4ONHWfC-roHRN-oqfyG48LTqbrtWkTcKEu65p1mNngIaK6mDy6rmqdJVsGrFu8ckSPHES8t3PhtSDBYz9mjgo8tsSq7p842ABYF-k5zNdXTvdIZxH7rlR0G3j23lDNK2BvJWZWWeVe_ufifHX4raT_goDOmJ2JGnjn3t93ZlMHpERwXZXJHfVYv3zuIFTKOSymmXDPBq3NhjuiNjoDy3k6xpFr-6u9AICwRY6dDfvNcnbxWaRZIgyKlUnKRKDQrrhKFWk0wo1gZUOwk-HCYkcofUuGmiLhihJE3n21agixeZ3Z9TQAVDfXGiSTe1ley-s9PJQR1bXuAkONixYQzYEo7YjlUkbHWzYJXT73SQ-NAik-d_-6QvYhvZBamQpp6217L4vHpHFboIf8O0-fxAMA8eqV_bH3yk8eviLzKN4BrppeMBf2OYzFU39wbZPG5xKK37RCclGRlPL6YMkjEee2goBZM7VPvaNt-JD-_5pstJgGEcsqpbYCk-PFCxWQ-jQ9BBkHB1HWtUJpgNKPICTbN-OQZENDT9AXjtkPy4b_MmxhpOzodrOEmppItMtDnrNoI1gYEmi18n24WdZJJO5Qkc2Q9d8_JjYmCvf81C-i_SKFmYupZSFZKNYwJNoa0wNYavgz1C8PVylyv9QoyTLdp5mPycT_klez-vSxl8MOmEuUTSi1j8UXm7kRF1MwX8ORvW_IIwg0t04_poCriYePAp1TYVqRy212Di5UQctxd2z7VjHF0tSa7FqB0D3fxqI_HekqHSI9G0cRHS9mZ7VKeZ-xgkzCKLwWlLGq1E51XjKeypiC6YZJ_pNkQGe9ZiR9d2dqI41wU7UOfG5PuzCdjKqfxc_9Zy2KinKglwY2vZFCNW9cRYV5xlxD47kRY9EZ3TurEgKjKu0UqUtrk8qUNELRP8PLOCP7vfcntZb0y46XfaEJfXWwX6grVcH2V3O6S38__N6CaJcEygv8IlmoUtO-4edqoa7SS8bmKYs_u--sw==", "id": "rs_011cf4c4a2671bda016a0e01d7afcc8191bf2b375204d16e2c", "summary": [ { "type": "summary_text", "text": "**Planning finance tool usage**\n\nI need to take action and consider whether I should load the finance skill first. It's essential to do this before proceeding with the relevant tasks. Maybe I should think about TDD, which stands for test-driven development. This approach might help ensure everything works as expected. 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Ich starte den Duplicate Handling Hotfix als TDD-Sprint: erst Review-/Confirm-/Batch-Tests auf Rot, dann minimale Backend/UI-Korrektur, Runtime nur nach Backup und Dry Run.", "reasoning": null, "finish_reason": "tool_calls", "codex_message_items": [ { "type": "message", "role": "assistant", "status": "completed", "content": [ { "type": "output_text", "text": "Verstanden, Sir. Ich starte den Duplicate Handling Hotfix als TDD-Sprint: erst Review-/Confirm-/Batch-Tests auf Rot, dann minimale Backend/UI-Korrektur, Runtime nur nach Backup und Dry Run." } ], "id": "msg_011cf4c4a2671bda016a0e01e1bc2c81918922232389be5d33", "phase": "commentary" } ], "tool_calls": [ { "id": "call_0260hKy92Gk24NcAvLAiDYH4", "call_id": "call_0260hKy92Gk24NcAvLAiDYH4", "response_item_id": "fc_011cf4c4a2671bda016a0e01e2a2e881919655b647ea96dbbc", "type": "function", "function": { "name": "todo", "arguments": "{\"todos\": [{\"id\": \"dup-0\", \"content\": \"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\", \"status\": \"in_progress\"}, {\"id\": \"dup-1\", \"content\": \"RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen\", \"status\": \"pending\"}, {\"id\": \"dup-2\", \"content\": \"Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren\", \"status\": \"pending\"}, {\"id\": \"dup-3\", \"content\": \"Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen\", \"status\": \"pending\"}, {\"id\": \"dup-4\", \"content\": \"Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen\", \"status\": \"pending\"}, {\"id\": \"dup-5\", \"content\": \"Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity\", \"status\": \"pending\"}, {\"id\": \"dup-6\", \"content\": \"Commit, Push, Remote-Hash, Abschlussbericht\", \"status\": \"pending\"}]}" } } ] }, { "role": "tool", "name": "todo", "content": "[todo] updated task list", "tool_call_id": "call_0260hKy92Gk24NcAvLAiDYH4" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_sgG9wp1YwEN3ZC0zs4WSrasp", "call_id": "call_sgG9wp1YwEN3ZC0zs4WSrasp", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee11fc81919e7e3fa9a3daae3e", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git status --short --branch && git rev-parse HEAD\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } }, { "id": "call_iwCos2NMCs5ZYALGe3nKXR3D", "call_id": "call_iwCos2NMCs5ZYALGe3nKXR3D", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee17f48191a18c26ccfd34cfb7", "type": "function", "function": { "name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services\",\"pattern\":\"duplicate_candidate|duplicate_blocked|covered_by_migros|bulk|confirm|budget_transaction_candidates|receipt_key|migros_receipt\",\"target\":\"content\",\"output_mode\":\"content\",\"limit\":120}" } }, { "id": "call_3jG2R1fpa6radVw2gfcgtfx4", "call_id": "call_3jG2R1fpa6radVw2gfcgtfx4", "response_item_id": "fc_011cf4c4a2671bda016a0e01ee180481918a7c49a07dd11660", "type": "function", "function": { "name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages\",\"pattern\":\"duplicate|Duplik|duplicate_candidate|bulk|confirm|BudgetImportReview\",\"target\":\"content\",\"output_mode\":\"content\",\"limit\":120}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"## main...origin/main\\n233cac00d77abc6786d84ca8127e4196cea4d836\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_sgG9wp1YwEN3ZC0zs4WSrasp" }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_iwCos2NMCs5ZYALGe3nKXR3D" }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_3jG2R1fpa6radVw2gfcgtfx4" }, { "role": "assistant", "content": "", "reasoning": "**Searching for results**\n\nI’m trying to figure out how to search effectively, but I’m not getting any results. Maybe using a regex pattern could help? Or should I think about using a terminal instead? I wonder if searching for exact contents might yield better results. There’s something frustrating about not finding what I’m looking for, but it’s part of the process, right? I think I’ll keep tinkering with my search methods!", "finish_reason": "tool_calls", "reasoning_content": "**Searching for results**\n\nI’m trying to figure out how to search effectively, but I’m not getting any results. Maybe using a regex pattern could help? Or should I think about using a terminal instead? I wonder if searching for exact contents might yield better results. There’s something frustrating about not finding what I’m looking for, but it’s part of the process, right? 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PRIME\\\", \\\"NETFLIX\\\", \\\"DISNEY\\\", \\\"DISNEYPLUS\\\"]\\n 21|MIGROS_PATTERNS = [\\\"MIGROS\\\", \\\"MIGROL\\\", \\\"CUMULUS\\\", \\\"MMM \\\"]\\n 22|GALAXUS_PATTERNS = [\\\"GALAXUS\\\"]\\n 23|INCOME_PATTERNS = [\\n 24| \\\"LOHN\\\", \\\"SALARY\\\", \\\"ARBEITGEBER\\\", \\\"PAYROLL\\\", \\\"GEHALT\\\",\\n 25| \\\"ERNE\\\", \\\"MUSIKSCHULE\\\", \\\"GASSER\\\", \\\"GASSER BAUUNTERNEHMEN\\\",\\n 26| \\\"BONUS\\\", \\\"GRATIFIKATION\\\", \\\"SALAER\\\", \\\"RUECKVERGUETUNG\\\", \\\"RÜCKVERGÜTUNG\\\",\\n 27| \\\"RUECKERSTATTUNG\\\", \\\"RÜCKERSTATTUNG\\\", \\\"ERSTATTUNG\\\", \\\"SOLARSTROM\\\", \\\"VERGUETUNG\\\", \\\"VERGÜTUNG\\\",\\n 28|]\\n 29|STRONG_INCOME_PATTERNS = [\\n 30| \\\"LOHN\\\", \\\"SALARY\\\", \\\"GEHALT\\\", \\\"PAYROLL\\\", \\\"ERNE\\\", \\\"MUSIKSCHULE\\\", \\\"GASSER\\\", \\\"GASSER BAUUNTERNEHMEN\\\",\\n 31| \\\"BONUS\\\", \\\"GRATIFIKATION\\\", \\\"SOLARSTROM\\\", \\\"RUECKVERGUETUNG\\\", \\\"RÜCKVERGÜTUNG\\\",\\n 32|]\\n 33|POSSIBLE_INCOME_PATTERNS = [\\\"RUECKERSTATTUNG\\\", \\\"RÜCKERSTATTUNG\\\", \\\"ERSTATTUNG\\\", \\\"VERGUETUNG\\\", \\\"VERGÜTUNG\\\", \\\"GUTSCHRIFT\\\"]\\n 34|TRANSFER_PATTERNS = [\\\"RAIFFEISEN\\\", \\\"AKB\\\", \\\"AARGAUISCHE KANTONALBANK\\\", \\\"ÜBERTRAG\\\", \\\"UEBERTRAG\\\", \\\"TRANSFER\\\", \\\"EIGENES KONTO\\\", \\\"KONTOAUSGLEICH\\\", \\\"UMBUCHUNG\\\"]\\n 35|NEGATIVE_INCOME_PATTERNS = [\\n 36| \\\"KREDITKARTE\\\", \\\"VISA\\\", \\\"CREDIT CARD\\\", \\\"KARTENABRECHNUNG\\\", \\\"TRUE WEALTH\\\", \\\"TRUEWEALTH\\\",\\n 37| \\\"DEPOT\\\", \\\"INVESTMENT\\\", \\\"WERTSCHRIFT\\\", \\\"SPAREN\\\", \\\"KONTOAUSGLEICH\\\", \\\"UMBUCHUNG\\\",\\n 38|]\\n 39|\\n 40|\\n 41|def _decimal_text(value: object) -> str | None:\\n 42| if value in (None, \\\"\\\"):\\n 43| return None\\n 44| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\")\\n 45| text = text.replace(\\\"+\\\", \\\"\\\")\\n 46| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 47| text = text.replace(\\\",\\\", \\\".\\\")\\n 48| text = text.replace(\\\" \\\", \\\"\\\")\\n 49| try:\\n 50| return format(abs(Decimal(text)), \\\"f\\\")\\n 51| except (InvalidOperation, ValueError):\\n 52| return None\\n 53|\\n 54|\\n 55|def _signed_decimal(value: object) -> Decimal | None:\\n 56| if value in (None, \\\"\\\"):\\n 57| return None\\n 58| text = str(value).strip().replace(\\\"'\\\", \\\"\\\").replace(\\\"CHF\\\", \\\"\\\").replace(\\\"−\\\", \\\"-\\\").replace(\\\"+\\\", \\\"\\\")\\n 59| if text.count(\\\",\\\") == 1 and text.count(\\\".\\\") == 0:\\n 60| text = text.replace(\\\",\\\", \\\".\\\")\\n 61| text = text.replace(\\\" \\\", \\\"\\\")\\n 62| try:\\n 63| return Decimal(text)\\n 64| except (InvalidOperation, ValueError):\\n 65| return None\\n 66|\\n 67|\\n 68|def _normalise(value: object) -> str:\\n 69| return str(value or \\\"\\\").strip().lower().replace(\\\"ä\\\", \\\"ae\\\").replace(\\\"ö\\\", \\\"oe\\\").replace(\\\"ü\\\", \\\"ue\\\").replace(\\\"\\\\ufeff\\\", \\\"\\\")\\n 70|\\n 71|\\n 72|def _upper_ascii(value: object) -> str:\\n 73| return _normalise(value).upper()\\n 74|\\n 75|\\n 76|def _date_text(value: object) -> str | None:\\n 77| text = str(value or \\\"\\\").strip()\\n 78| if not text:\\n 79| return None\\n 80| if re.match(r\\\"^\\\\d{4}-\\\\d{2}-\\\\d{2}\\\", text):\\n 81| return text[:10]\\n 82| m = re.match(r\\\"^(\\\\d{1,2})\\\\.(\\\\d{1,2})\\\\.(\\\\d{4})\\\", text)\\n 83| if m:\\n 84| d, mo, y = m.groups()\\n 85| return f\\\"{y}-{int(mo):02d}-{int(d):02d}\\\"\\n 86| return text[:10] if len(text) >= 10 else None\\n 87|\\n 88|\\n 89|def _category_name(conn: Connection, category_id: str | None) -> str | None:\\n 90| if not category_id:\\n 91| return None\\n 92| row = conn.execute(\\\"SELECT name FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 93| return str(row[\\\"name\\\"]) if row else None\\n 94|\\n 95|\\n 96|def _category_by_name(conn: Connection, needles: list[str]) -> tuple[str | None, str | None]:\\n 97| cats = conn.execute(\\\"SELECT category_id, name FROM budget_categories WHERE is_active=1\\\").fetchall()\\n 98| for needle in needles:\\n 99| n = _normalise(needle)\\n 100| for cat in cats:\\n 101| if n and (n in _normalise(cat[\\\"name\\\"]) or _normalise(cat[\\\"name\\\"]) in n):\\n 102| return str(cat[\\\"category_id\\\"]), str(cat[\\\"name\\\"])\\n 103| return None, None\\n 104|\\n 105|\\n 106|def suggest_category(conn: Connection, description: str, source_label: str = \\\"\\\") -> tuple[str | None, str | None, str, bool]:\\n 107| text = _normalise(f\\\"{source_label} {description}\\\")\\n 108| if \\\"migros\\\" in text or \\\"cumulus\\\" in text:\\n 109| cid, cname = _category_by_name(conn, [\\\"Essen & Haushalt\\\", \\\"Grosseinkauf\\\", \\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"])\\n 110| return cid, cname or \\\"Essen & Haushalt / Grosseinkauf\\\", \\\"0.80\\\", cid is None\\n 111| keyword_map = [\\n 112| ([\\\"krankenkasse\\\", \\\"versicherung\\\", \\\"axa\\\", \\\"zurich\\\", \\\"css\\\", \\\"helsana\\\"], [\\\"Versicherungen\\\", \\\"Krankenkasse\\\"]),\\n 113| ([\\\"coop\\\", \\\"denner\\\", \\\"aldi\\\", \\\"lidl\\\"], [\\\"Essen\\\", \\\"Haushalt\\\", \\\"Leben\\\"]),\\n 114| ([\\\"sbb\\\", \\\"zug\\\", \\\"bahn\\\", \\\"parking\\\", \\\"tankstelle\\\", \\\"mazda\\\"], [\\\"Mobilität\\\", \\\"Auto\\\"]),\\n 115| ([\\\"lohn\\\", \\\"salary\\\", \\\"einkommen\\\", \\\"gutschrift\\\"], [\\\"Einnahmen\\\", \\\"Lohn\\\"]),\\n 116| ]\\n 117| for words, cats in keyword_map:\\n 118| if any(w in text for w in words):\\n 119| cid, cname = _category_by_name(conn, cats)\\n 120| return cid, cname or cats[0], \\\"0.65\\\", cid is None\\n 121| return None, None, \\\"0.20\\\", True\\n 122|\\n 123|\\n 124|def _duplicate_of(conn: Connection, tx_date: str | None, amount: str | None, description: str) -> str | None:\\n 125| if not tx_date or not amount:\\n 126| return None\\n 127| row = conn.execute(\\n 128| \\\"\\\"\\\"\\n 129| SELECT budget_transaction_id FROM budget_transactions\\n 130| WHERE transaction_date=? AND status IN ('confirmed','reversed')\\n 131| AND COALESCE(amount_chf, amount_original)=?\\n 132| AND lower(description)=lower(?)\\n 133| ORDER BY created_at LIMIT 1\\n 134| \\\"\\\"\\\",\\n 135| (tx_date, amount, description),\\n 136| ).fetchone()\\n 137| return str(row[\\\"budget_transaction_id\\\"]) if row else None\\n 138|\\n 139|\\n 140|def _candidate_key(source_label: str, row_ref: str, tx_date: str | None, amount: str | None, description: str) -> str:\\n 141| raw = \\\"|\\\".join([source_label, row_ref, tx_date or \\\"\\\", amount or \\\"\\\", description])\\n 142| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:24]\\n 143|\\n 144|\\n 145|USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\n 146|USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\n 147|USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n 148|USER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n 149|\\n 150|STATUS_LABELS = {\\n 151| \\\"pending\\\": \\\"Offen\\\",\\n 152| \\\"auto_categorized\\\": \\\"Sicher vorgeschlagen\\\",\\n 153| \\\"needs_review\\\": \\\"Review nötig\\\",\\n 154| \\\"confirmed\\\": \\\"Bestätigt\\\",\\n 155| \\\"ignored\\\": \\\"Ignoriert\\\",\\n 156| \\\"covered_by_source\\\": \\\"Durch Quelle abgedeckt\\\",\\n 157| \\\"covered_by_migros\\\": \\\"Durch Migros abgedeckt\\\",\\n 158| \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n 159| \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n 160| \\\"transfer_candidate\\\": \\\"Möglicher Transfer\\\",\\n 161| \\\"already_processed\\\": \\\"Bereits verarbeitet\\\",\\n 162| \\\"superseded\\\": \\\"Ersetzt\\\",\\n 163|}\\n 164|\\n 165|\\n 166|def _candidate_view(row) -> dict[str, Any]:\\n 167| data = row_to_dict(row) | {\\\"requires_review\\\": bool(row[\\\"requires_review\\\"])}\\n 168| data[\\\"status_label\\\"] = data.get(\\\"status_label\\\") or STATUS_LABELS.get(str(data.get(\\\"status\\\") or \\\"\\\"), str(data.get(\\\"status\\\") or \\\"\\\"))\\n 169| return data\\n 170|\\n 171|\\n 172|def _normalized_merchant_name(value: object) -> str:\\n 173| return re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", _normalise(value)).strip()\\n 174|\\n 175|\\n 176|def _merchant_text(row_or_description: Any, source_type: str | None = None) -> str:\\n 177| if isinstance(row_or_description, dict):\\n 178| return _normalise(\\\" \\\".join(str(row_or_description.get(k) or \\\"\\\") for k in (\\\"merchant\\\", \\\"description\\\", \\\"source_file_label\\\")))\\n 179| return _normalise(row_or_description)\\n 180|\\n 181|\\n 182|def _merchant_alias_matches(alias, candidate) -> bool:\\n 183| if alias[\\\"source_type\\\"] and alias[\\\"source_type\\\"] != candidate[\\\"source_type\\\"]:\\n 184| return False\\n 185| text = _merchant_text(row_to_dict(candidate))\\n 186| pattern = str(alias[\\\"pattern\\\"] or \\\"\\\")\\n 187| norm_pattern = _normalise(pattern)\\n 188| if alias[\\\"match_type\\\"] == \\\"exact\\\":\\n 189| return text == norm_pattern or _normalise(candidate[\\\"merchant\\\"] or \\\"\\\") == norm_pattern\\n 190| if alias[\\\"match_type\\\"] == \\\"regex\\\":\\n 191| try:\\n 192| return re.search(pattern, text, re.IGNORECASE) is not None\\n 193| except re.error:\\n 194| return False\\n 195| return norm_pattern in text\\n 196|\\n 197|\\n 198|def _fingerprint(parts: list[object]) -> str:\\n 199| raw = \\\"|\\\".join(str(p or \\\"\\\").strip() for p in parts)\\n 200| return hashlib.sha256(raw.encode(\\\"utf-8\\\")).hexdigest()[:32]\\n 201|\\n 202|\\n 203|def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\\n 204| existing = conn.execute(\\n 205| \\\"\\\"\\\"\\n 206| SELECT 1 FROM budget_transaction_candidates\\n 207| WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n 208| AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n 209| \\\"\\\"\\\",\\n 210| (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n 211| ).fetchone()\\n 212| if existing:\\n 213| return False\\n 214| conn.execute(\\n 215| \\\"\\\"\\\"\\n 216| INSERT INTO budget_transaction_candidates(\\n 217| transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n 218| transaction_date, description, merchant, amount_original, currency_original,\\n 219| proposed_category_id, proposed_category_name, duplicate_of_transaction_id,\\n 220| confidence, requires_review, status, notes, created_at, updated_at,\\n 221| classification, review_reason, rule_id, rule_name, source_priority, covered_by_source,\\n 222| receipt_key, linked_candidate_id, account_source, raw_fingerprint\\n 223| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 224| \\\"\\\"\\\",\\n 225| (\\n 226| row[\\\"transaction_candidate_id\\\"], row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"source_type\\\") or \\\"csv_seed\\\",\\n 227| row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"merchant\\\"), row.get(\\\"amount_original\\\"), row.get(\\\"currency_original\\\") or \\\"CHF\\\",\\n 228| row.get(\\\"proposed_category_id\\\"), row.get(\\\"proposed_category_name\\\"), row.get(\\\"duplicate_of_transaction_id\\\"),\\n 229| row.get(\\\"confidence\\\") or \\\"0\\\", 1 if row.get(\\\"requires_review\\\", True) else 0, row.get(\\\"status\\\") or \\\"pending\\\", row.get(\\\"notes\\\"), row[\\\"created_at\\\"], row[\\\"updated_at\\\"],\\n 230| row.get(\\\"classification\\\"), row.get(\\\"review_reason\\\"), row.get(\\\"rule_id\\\"), row.get(\\\"rule_name\\\"), row.get(\\\"source_priority\\\") or 50, row.get(\\\"covered_by_source\\\"),\\n 231| row.get(\\\"receipt_key\\\"), row.get(\\\"linked_candidate_id\\\"), row.get(\\\"account_source\\\"), row.get(\\\"raw_fingerprint\\\"),\\n 232| ),\\n 233| )\\n 234| return True\\n 235|\\n 236|\\n 237|def seed_transaction_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]] | list[list[Any]], *, source_file_label: str, source_type: str = \\\"csv_seed\\\") -> dict[str, int]:\\n 238| created = duplicates = review = suggested = ignored = confirmed = 0\\n 239| for idx, raw in enumerate(rows, start=1):\\n 240| if isinstance(raw, dict):\\n 241| low = {_normalise(k): v for k, v in raw.items()}\\n 242| description = str(low.get(\\\"beschreibung\\\") or low.get(\\\"description\\\") or low.get(\\\"text\\\") or low.get(\\\"artikel\\\") or low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip()\\n 243| merchant = str(low.get(\\\"merchant\\\") or low.get(\\\"merchantname\\\") or low.get(\\\"filiale\\\") or low.get(\\\"haendler\\\") or \\\"\\\").strip() or None\\n 244| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\") or low.get(\\\"buchungsdatum\\\") or low.get(\\\"valutadate\\\"))\\n 245| amount = _decimal_text(low.get(\\\"betrag\\\") or low.get(\\\"amount\\\") or low.get(\\\"umsatz\\\") or low.get(\\\"wert\\\") or low.get(\\\"originalamount\\\"))\\n 246| else:\\n 247| cells = [str(c).strip() for c in raw]\\n 248| description = next((c for c in cells if c and _decimal_text(c) is None and not c[:4].isdigit()), \\\"\\\")\\n 249| merchant = None\\n 250| tx_date = next((_date_text(c) for c in cells if _date_text(c)), None)\\n 251| amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None)\\n 252| if not description or not amount:\\n 253| ignored += 1\\n 254| continue\\n 255| cid, cname, conf, needs_review = suggest_category(conn, description, source_file_label)\\n 256| dup = _duplicate_of(conn, tx_date, amount, description)\\n 257| status = \\\"duplicate\\\" if dup else (\\\"needs_review\\\" if needs_review else \\\"pending\\\")\\n 258| if dup:\\n 259| duplicates += 1\\n 260| if cid:\\n 261|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_vv9NWToFAuaFyqUofcAFNlvQ" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|import subprocess\\n 5|from collections import Counter, defaultdict\\n 6|from datetime import datetime\\n 7|from pathlib import Path\\n 8|from sqlite3 import Connection\\n 9|from typing import Any\\n 10|from urllib.parse import urlencode\\n 11|\\n 12|from jarvis_finance.audit.log import record_audit_event\\n 13|from jarvis_finance.services.budget_common import new_id, now, row_to_dict\\n 14|from jarvis_finance.services.budget_csv_imports import detect_import_profile, import_budget_csv_text, parse_budget_csv_text\\n 15|from jarvis_finance.services.budget_imports import _normalise, _normalized_merchant_name, candidate_user_count_summary, create_budget_rule\\n 16|\\n 17|OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"ready_for_confirm\\\", \\\"needs_review\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n 18|REVIEW_HIDDEN_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n 19|\\n 20|\\n 21|def _safe_file_name(name: str) -> str:\\n 22| return Path(str(name or \\\"budget.csv\\\")).name[:180]\\n 23|\\n 24|\\n 25|def _source_from_profile(profile: str | None, name: str = \\\"\\\") -> str:\\n 26| text = f\\\"{profile or ''} {name}\\\".lower()\\n 27| if \\\"visa\\\" in text:\\n 28| return \\\"VISA\\\"\\n 29| if \\\"migros\\\" in text or \\\"cumulus\\\" in text:\\n 30| return \\\"Migros\\\"\\n 31| if \\\"raiffeisen\\\" in text:\\n 32| return \\\"Raiffeisen\\\"\\n 33| if \\\"akb\\\" in text or \\\"kantonal\\\" in text:\\n 34| return \\\"AKB\\\"\\n 35| return \\\"unknown\\\"\\n 36|\\n 37|\\n 38|def _file_text(file: dict[str, Any]) -> str:\\n 39| if \\\"text\\\" in file:\\n 40| return str(file.get(\\\"text\\\") or \\\"\\\")\\n 41| path = file.get(\\\"path\\\") or file.get(\\\"local_path\\\")\\n 42| if path:\\n 43| return Path(path).read_text(encoding=file.get(\\\"encoding\\\") or \\\"utf-8-sig\\\", errors=\\\"replace\\\")\\n 44| return \\\"\\\"\\n 45|\\n 46|\\n 47|def scan_budget_drive_files(files: list[dict[str, Any]] | None = None) -> dict[str, Any]:\\n 48| \\\"\\\"\\\"Classify already discovered Drive file metadata/text. No writes.\\\"\\\"\\\"\\n 49| scanned = []\\n 50| for f in files or []:\\n 51| name = _safe_file_name(str(f.get(\\\"name\\\") or f.get(\\\"filename\\\") or \\\"budget.csv\\\"))\\n 52| profile = None\\n 53| rows_total = 0\\n 54| errors: list[str] = []\\n 55| text = _file_text(f)\\n 56| try:\\n 57| if text.strip():\\n 58| parsed = parse_budget_csv_text(text)\\n 59| profile = parsed[\\\"profile\\\"]\\n 60| rows_total = len(parsed[\\\"rows\\\"])\\n 61| else:\\n 62| lowered = name.lower()\\n 63| if \\\"visa\\\" in lowered:\\n 64| profile = \\\"visa_credit_card\\\"\\n 65| elif \\\"migros\\\" in lowered or \\\"cumulus\\\" in lowered:\\n 66| profile = \\\"migros_receipts\\\"\\n 67| elif \\\"raiffeisen\\\" in lowered:\\n 68| profile = \\\"raiffeisen_bank\\\"\\n 69| elif \\\"akb\\\" in lowered or \\\"kantonal\\\" in lowered:\\n 70| profile = \\\"akb_bank\\\"\\n 71| except Exception as exc: # malformed file remains visible, not fatal\\n 72| errors.append(type(exc).__name__)\\n 73| scanned.append({\\n 74| \\\"file_id\\\": str(f.get(\\\"id\\\") or f.get(\\\"file_id\\\") or \\\"\\\"),\\n 75| \\\"name\\\": name,\\n 76| \\\"modifiedTime\\\": f.get(\\\"modifiedTime\\\") or f.get(\\\"modified_time\\\"),\\n 77| \\\"profile\\\": profile,\\n 78| \\\"source\\\": _source_from_profile(profile, name),\\n 79| \\\"rows_total\\\": rows_total,\\n 80| \\\"status\\\": \\\"recognized\\\" if profile else \\\"unsupported\\\",\\n 81| \\\"errors\\\": errors,\\n 82| })\\n 83| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"files\\\": scanned, \\\"recognized_count\\\": sum(1 for f in scanned if f[\\\"profile\\\"])}\\n 84|\\n 85|\\n 86|def scan_google_drive_budget_folder() -> dict[str, Any]:\\n 87| \\\"\\\"\\\"Read-only metadata scan via gog if available. It never downloads/imports contents.\\\"\\\"\\\"\\n 88| cmd = [\\\"gog\\\", \\\"-a\\\", \\\"friday.uplink@gmail.com\\\", \\\"drive\\\", \\\"search\\\", \\\"Finanzen/03 Budget\\\"]\\n 89| try:\\n 90| proc = subprocess.run(cmd, text=True, capture_output=True, timeout=45, check=False)\\n 91| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"status\\\": \\\"available\\\" if proc.returncode == 0 else \\\"unavailable\\\", \\\"raw_count_hint\\\": len(proc.stdout.splitlines()), \\\"files\\\": []}\\n 92| except Exception as exc:\\n 93| return {\\\"purpose\\\": \\\"budget_monthly_import_drive_scan\\\", \\\"folder\\\": \\\"Finanzen/03 Budget\\\", \\\"status\\\": \\\"unavailable\\\", \\\"error\\\": type(exc).__name__, \\\"files\\\": []}\\n 94|\\n 95|\\n 96|def _review_url(source: str | None = None, session_id: str | None = None, status: str | None = None) -> str:\\n 97| params = {\\\"source\\\": source or \\\"\\\", \\\"import_session\\\": session_id or \\\"\\\", \\\"status\\\": status or \\\"\\\"}\\n 98| return \\\"/planning/budget/expenses/review?\\\" + urlencode({k: v for k, v in params.items() if v})\\n 99|\\n 100|\\n 101|def _insert_session(conn: Connection, *, file: dict[str, Any], profile: str | None, rows_total: int, result: dict[str, Any], status: str, review_url: str) -> str:\\n 102| sid = new_id(\\\"bimport\\\")\\n 103| ts = now()\\n 104| source = _source_from_profile(profile, str(file.get(\\\"name\\\") or \\\"\\\"))\\n 105| conn.execute(\\n 106| \\\"\\\"\\\"\\n 107| INSERT INTO budget_import_sessions(import_session_id,source,file_id,file_name,file_modified_time,file_period_start,file_period_end,profile,rows_total,new_candidates,already_known,duplicate_count,ignored_count,covered_by_source_count,error_count,status,review_url,created_at,updated_at)\\n 108| VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 109| \\\"\\\"\\\",\\n 110| (\\n 111| sid, source, str(file.get(\\\"id\\\") or file.get(\\\"file_id\\\") or \\\"\\\"), _safe_file_name(str(file.get(\\\"name\\\") or \\\"budget.csv\\\")), file.get(\\\"modifiedTime\\\") or file.get(\\\"modified_time\\\"),\\n 112| result.get(\\\"period_start\\\"), result.get(\\\"period_end\\\"), profile, int(rows_total or 0), int(result.get(\\\"candidate_count\\\") or result.get(\\\"would_create_candidate_count\\\") or result.get(\\\"receipt_candidate_count\\\") or 0), int(result.get(\\\"already_processed_count\\\") or 0), int(result.get(\\\"possible_duplicate_count\\\") or result.get(\\\"duplicate_count\\\") or 0), int(result.get(\\\"ignored_count\\\") or 0), int(result.get(\\\"covered_by_migros_count\\\") or result.get(\\\"covered_by_source_count\\\") or 0), int(result.get(\\\"error_count\\\") or 0), status, review_url, ts, ts,\\n 113| ),\\n 114| )\\n 115| return sid\\n 116|\\n 117|\\n 118|def _sum_totals(items: list[dict[str, Any]]) -> dict[str, int]:\\n 119| keys = [\\\"would_create_candidate_count\\\", \\\"candidate_count\\\", \\\"already_processed_count\\\", \\\"possible_duplicate_count\\\", \\\"ignored_count\\\", \\\"covered_by_source_count\\\", \\\"receipt_candidate_count\\\", \\\"line_item_count\\\", \\\"income_candidate_count\\\", \\\"transfer_candidate_count\\\"]\\n 120| return {k: sum(int(i.get(k) or 0) for i in items) for k in keys}\\n 121|\\n 122|\\n 123|def preview_drive_monthly_import(conn: Connection, files: list[dict[str, Any]], *, dry_run: bool = True, default_category_id: str | None = None, income_category_id: str | None = None) -> dict[str, Any]:\\n 124| file_results: list[dict[str, Any]] = []\\n 125| scan = scan_budget_drive_files(files)\\n 126| session_ids: list[str] = []\\n 127| for scanned, f in zip(scan[\\\"files\\\"], files):\\n 128| profile = scanned.get(\\\"profile\\\")\\n 129| if not profile:\\n 130| result = {\\\"profile\\\": None, \\\"error_count\\\": 1, \\\"ignored_count\\\": 1}\\n 131| status = \\\"failed\\\"\\n 132| else:\\n 133| result = import_budget_csv_text(conn, str(profile), _file_text(f), source_file_label=_safe_file_name(str(f.get(\\\"name\\\") or \\\"budget.csv\\\")), dry_run=dry_run, default_category_id=default_category_id, income_category_id=income_category_id)\\n 134| status = \\\"dry_run\\\" if dry_run else \\\"candidates_created\\\"\\n 135| review = _review_url(scanned.get(\\\"source\\\"), None, \\\"ready_for_confirm\\\")\\n 136| sid = _insert_session(conn, file=f, profile=profile, rows_total=int(scanned.get(\\\"rows_total\\\") or result.get(\\\"parsed_rows\\\") or 0), result=result, status=status, review_url=review)\\n 137| session_ids.append(sid)\\n 138| if not dry_run:\\n 139| conn.execute(\\\"UPDATE budget_transaction_candidates SET import_session_id=? WHERE source_file_label=? AND import_session_id IS NULL\\\", (sid, _safe_file_name(str(f.get(\\\"name\\\") or \\\"budget.csv\\\"))))\\n 140| result = dict(result) | {\\\"import_session_id\\\": sid, \\\"source\\\": scanned.get(\\\"source\\\"), \\\"file_name\\\": scanned.get(\\\"name\\\"), \\\"review_url\\\": _review_url(scanned.get(\\\"source\\\"), sid, \\\"ready_for_confirm\\\")}\\n 141| file_results.append(result)\\n 142| conn.commit()\\n 143| return {\\\"purpose\\\": \\\"budget_monthly_import_workflow_v1\\\", \\\"status\\\": \\\"dry_run\\\" if dry_run else \\\"candidates_created\\\", \\\"files_total\\\": len(files), \\\"session_ids\\\": session_ids, \\\"files\\\": file_results, \\\"totals\\\": _sum_totals(file_results), \\\"review_url\\\": _review_url(session_id=session_ids[-1] if session_ids else None, status=\\\"ready_for_confirm\\\")}\\n 144|\\n 145|\\n 146|def run_monthly_import_dry_run(conn: Connection, files: list[dict[str, Any]], *, default_category_id: str | None = None, income_category_id: str | None = None) -> dict[str, Any]:\\n 147| return preview_drive_monthly_import(conn, files, dry_run=True, default_category_id=default_category_id, income_category_id=income_category_id)\\n 148|\\n 149|\\n 150|def get_import_history(conn: Connection, *, limit: int = 30) -> list[dict[str, Any]]:\\n 151| rows = conn.execute(\\\"SELECT * FROM budget_import_sessions ORDER BY created_at DESC, import_session_id DESC LIMIT ?\\\", (limit,)).fetchall()\\n 152| return [row_to_dict(r) for r in rows]\\n 153|\\n 154|\\n 155|def get_monthly_import_dashboard(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 156| sessions = get_import_history(conn, limit=100)\\n 157| latest_by_source: dict[str, dict[str, Any]] = {}\\n 158| for s in sessions:\\n 159| latest_by_source.setdefault(str(s.get(\\\"source\\\") or \\\"unknown\\\"), s)\\n 160| user_counts = candidate_user_count_summary(conn, budget_year=budget_year)\\n 161| open_rows = conn.execute(\\\"SELECT source_type,status,classification,COUNT(*) AS count FROM budget_transaction_candidates WHERE substr(COALESCE(transaction_date,''),1,4)=? AND status IN ('pending','auto_categorized','needs_review','transfer_candidate') GROUP BY source_type,status,classification\\\", (budget_year,)).fetchall()\\n 162| by_source: dict[str, int] = defaultdict(int)\\n 163| counts = Counter(user_counts)\\n 164| for r in open_rows:\\n 165| by_source[str(r[\\\"source_type\\\"] or \\\"unknown\\\")] += int(r[\\\"count\\\"] or 0)\\n 166| if r[\\\"status\\\"]:\\n 167| counts[str(r[\\\"status\\\"])] += int(r[\\\"count\\\"] or 0)\\n 168| if r[\\\"classification\\\"]:\\n 169| counts[str(r[\\\"classification\\\"])] += int(r[\\\"count\\\"] or 0)\\n 170| suggestions = conn.execute(\\\"SELECT COUNT(*) FROM budget_rule_suggestions WHERE status IN ('suggested','later')\\\").fetchone()[0]\\n 171| return {\\\"purpose\\\": \\\"budget_import_dashboard_v2\\\", \\\"workflow\\\": \\\"upload\\\", \\\"latest_import_by_source\\\": latest_by_source, \\\"open_candidates_by_source\\\": dict(by_source), \\\"counts\\\": dict(counts), \\\"user_counts\\\": user_counts, \\\"rule_suggestions_open\\\": int(suggestions or 0), \\\"review_url\\\": _review_url(status=\\\"open\\\")}\\n 172|\\n 173|\\n 174|def _candidate(conn: Connection, candidate_id: str):\\n 175| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 176| if not row:\\n 177| raise ValueError(\\\"candidate not found\\\")\\n 178| return row\\n 179|\\n 180|\\n 181|def _affected_count(conn: Connection, merchant_pattern: str, source_scope: str, exclude_id: str | None = None) -> int:\\n 182| source_clause = \\\"\\\" if source_scope in {\\\"\\\", \\\"all\\\"} else \\\" AND lower(source_type) LIKE ?\\\"\\n 183| params: list[Any] = [f\\\"%{_normalise(merchant_pattern)}%\\\", f\\\"%{_normalise(merchant_pattern)}%\\\"]\\n 184| if source_clause:\\n 185| params.append(f\\\"%{source_scope.lower()}%\\\")\\n 186| if exclude_id:\\n 187| source_clause += \\\" AND transaction_candidate_id<>?\\\"; params.append(exclude_id)\\n 188| sql = \\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded') AND (lower(COALESCE(merchant,'')) LIKE ? OR lower(COALESCE(description,'')) LIKE ?)\\\" + source_clause\\n 189| return int(conn.execute(sql, params).fetchone()[0] or 0)\\n 190|\\n 191|\\n 192|def create_rule_suggestion_from_candidate_change(conn: Connection, candidate_id: str, *, category_id: str, source_scope: str = \\\"all\\\", recurring_type: str | None = None) -> dict[str, Any]:\\n 193| row = _candidate(conn, candidate_id)\\n 194| cat = conn.execute(\\\"SELECT name FROM budget_categories WHERE category_id=?\\\", (category_id,)).fetchone()\\n 195| merchant = str(row[\\\"merchant\\\"] or row[\\\"description\\\"] or \\\"\\\").strip()\\n 196| pattern = _normalized_merchant_name(merchant).upper() or merchant.upper()\\n 197| affected = _affected_count(conn, pattern, source_scope, exclude_id=candidate_id)\\n 198| sid = new_id(\\\"rulesug\\\")\\n 199| ts = now()\\n 200| conn.execute(\\\"\\\"\\\"\\n 201| INSERT INTO budget_rule_suggestions(suggestion_id,example_candidate_id,merchant_pattern,description_pattern,match_type,source_scope,category_id,category_name,recurring_type,amount_min_text,amount_max_text,confidence,affected_open_candidate_count,status,notes,created_at,updated_at)\\n 202| VALUES (?, ?, ?, ?, 'contains', ?, ?, ?, ?, NULL, NULL, ?, ?, 'suggested', ?, ?, ?)\\n 203| \\\"\\\"\\\", (sid, candidate_id, pattern, str(row[\\\"description\\\"] or \\\"\\\")[:180], source_scope or \\\"all\\\", category_id, cat[\\\"name\\\"] if cat else None, recurring_type, \\\"0.84\\\" if affected else \\\"0.70\\\", affected, json.dumps({\\\"trigger\\\": \\\"manual_category_change\\\"}), ts, ts))\\n 204| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_created\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=sid, new_values={\\\"merchant_pattern\\\": pattern, \\\"category_id\\\": category_id, \\\"source_scope\\\": source_scope}, created_by=\\\"user\\\")\\n 205| conn.commit()\\n 206| return row_to_dict(conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE suggestion_id=?\\\", (sid,)).fetchone()) | {\\\"audit_id\\\": audit_id}\\n 207|\\n 208|\\n 209|def list_rule_suggestions(conn: Connection, *, status: str | None = None) -> list[dict[str, Any]]:\\n 210| if status:\\n 211| rows = conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE status=? ORDER BY created_at DESC\\\", (status,)).fetchall()\\n 212| else:\\n 213| rows = conn.execute(\\\"SELECT * FROM budget_rule_suggestions ORDER BY created_at DESC\\\").fetchall()\\n 214| return [row_to_dict(r) for r in rows]\\n 215|\\n 216|\\n 217|def apply_rule_suggestion(conn: Connection, suggestion_id: str, *, apply_to_open: bool = False) -> dict[str, Any]:\\n 218| row = conn.execute(\\\"SELECT * FROM budget_rule_suggestions WHERE suggestion_id=?\\\", (suggestion_id,)).fetchone()\\n 219| if not row:\\n 220| raise ValueError(\\\"rule suggestion not found\\\")\\n 221| rule = create_budget_rule(conn, {\\\"merchant_contains\\\": row[\\\"merchant_pattern\\\"], \\\"source_type\\\": None if row[\\\"source_scope\\\"] in {\\\"\\\", \\\"all\\\"} else row[\\\"source_scope\\\"], \\\"category_id\\\": row[\\\"category_id\\\"], \\\"target_status\\\": \\\"review\\\", \\\"notes\\\": \\\"created_from_rule_suggestion\\\"})\\n 222| updated = 0\\n 223| if apply_to_open:\\n 224| params: list[Any] = [f\\\"%{_normalise(row['merchant_pattern'])}%\\\", f\\\"%{_normalise(row['merchant_pattern'])}%\\\"]\\n 225| source_clause = \\\"\\\"\\n 226| if row[\\\"source_scope\\\"] not in {\\\"\\\", \\\"all\\\", None}:\\n 227| source_clause = \\\" AND lower(source_type) LIKE ?\\\"; params.append(f\\\"%{str(row['source_scope']).lower()}%\\\")\\n 228| params.extend([row[\\\"category_id\\\"], row[\\\"category_name\\\"], rule[\\\"rule_id\\\"], row[\\\"merchant_pattern\\\"], now()])\\n 229| sql = \\\"\\\"\\\"\\n 230| UPDATE budget_transaction_candidates\\n 231| SET proposed_category_id=?, proposed_category_name=?, rule_id=?, rule_name=?, updated_at=?\\n 232| WHERE status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded')\\n 233| AND (lower(COALESCE(merchant,'')) LIKE ? OR lower(COALESCE(description,'')) LIKE ?)\\n 234| \\\"\\\"\\\"\\n 235| # SQLite parameter order: SET params first, WHERE params last\\n 236| set_params = [row[\\\"category_id\\\"], row[\\\"category_name\\\"], rule[\\\"rule_id\\\"], row[\\\"merchant_pattern\\\"], now()]\\n 237| where_params = [f\\\"%{_normalise(row['merchant_pattern'])}%\\\", f\\\"%{_normalise(row['merchant_pattern'])}%\\\"]\\n 238| if source_clause:\\n 239| where_params.append(f\\\"%{str(row['source_scope']).lower()}%\\\")\\n 240| cur = conn.execute(sql + source_clause, set_params + where_params)\\n 241| updated = int(cur.rowcount or 0)\\n 242| conn.execute(\\\"UPDATE budget_rule_suggestions SET status='accepted', updated_at=? WHERE suggestion_id=?\\\", (now(), suggestion_id))\\n 243| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_accepted\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=suggestion_id, new_values={\\\"apply_to_open\\\": apply_to_open, \\\"updated_candidate_count\\\": updated}, created_by=\\\"user\\\")\\n 244| conn.commit()\\n 245| return {\\\"status\\\": \\\"accepted\\\", \\\"suggestion_id\\\": suggestion_id, \\\"rule_id\\\": rule[\\\"rule_id\\\"], \\\"updated_candidate_count\\\": updated, \\\"audit_id\\\": audit_id}\\n 246|\\n 247|\\n 248|def reject_rule_suggestion(conn: Connection, suggestion_id: str, *, later: bool = False) -> dict[str, Any]:\\n 249| status = \\\"later\\\" if later else \\\"rejected\\\"\\n 250| conn.execute(\\\"UPDATE budget_rule_suggestions SET status=?, updated_at=? WHERE suggestion_id=?\\\", (status, now(), suggestion_id))\\n 251| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_rule_suggestion_rejected\\\" if not later else \\\"budget_rule_suggestion_later\\\", entity_type=\\\"budget_rule_suggestion\\\", entity_id=suggestion_id, new_values={\\\"status\\\": status}, created_by=\\\"user\\\")\\n 252| conn.commit()\\n 253| return {\\\"status\\\": status, \\\"suggestion_id\\\": suggestion_id, \\\"audit_id\\\": audit_id}\\n 254|\", \"total_lines\": 253, \"file_size\": 16961, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_5DR6R7DejoJPgjnMcnznxwOx" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from fastapi import APIRouter, Depends\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.api.dependencies import get_db\\n 7|from jarvis_finance.services.budget_accounts import archive_budget_account, confirm_create_budget_account, create_budget_account_preview, list_budget_accounts\\n 8|from jarvis_finance.services.budget_categories import (\\n 9| archive_category,\\n 10| archive_tag,\\n 11| confirm_budget_category_cleanup,\\n 12| confirm_category_merge,\\n 13| confirm_create_category,\\n 14| confirm_create_tag,\\n 15| create_category_preview,\\n 16| create_tag_preview,\\n 17| delete_empty_category,\\n 18| list_category_tree_grouped,\\n 19| list_categories,\\n 20| list_tags,\\n 21| preview_budget_category_cleanup,\\n 22| preview_category_merges,\\n 23| reorder_categories,\\n 24| update_category,\\n 25|)\\n 26|from jarvis_finance.services.budget_csv_imports import import_budget_csv_text, import_profile_specs\\n 27|from jarvis_finance.services.budget_import_upload import (\\n 28| confirm_uploaded_budget_import_candidates,\\n 29| get_budget_import_session,\\n 30| list_budget_import_sessions,\\n 31| preview_uploaded_budget_import,\\n 32|)\\n 33|from jarvis_finance.services.budget_imports import (\\n 34| archive_reference_year_candidates,\\n 35| apply_budget_rules_to_open_candidates,\\n 36| apply_merchant_to_open_candidates,\\n 37| batch_confirm_safe_candidates,\\n 38| batch_mark_candidates,\\n 39| confirm_migros_receipts_2026,\\n 40| bulk_update_transaction_candidate_category,\\n 41| confirm_candidate_split,\\n 42| confirm_transaction_candidate,\\n 43| create_budget_rule,\\n 44| create_merchant,\\n 45| create_merchant_alias,\\n 46| create_candidate_split,\\n 47| create_review_category_for_candidate,\\n 48| deactivate_budget_rule,\\n 49| detect_duplicate_candidates,\\n 50| ignore_transaction_candidate,\\n 51| list_budget_rules,\\n 52| list_merchants,\\n 53| list_transaction_candidates,\\n 54| merge_merchants,\\n 55| mark_candidate_transfer,\\n 56| mark_candidate_type,\\n 57| preview_migros_receipts_2026,\\n 58| preview_batch_confirm_candidates,\\n 59| preview_safe_auto_candidates,\\n 60| preview_transaction_candidate,\\n 61| prioritize_budget_rule,\\n 62| reclassify_bank_income_candidates,\\n 63| reopen_transaction_candidate,\\n 64| review_candidate_summary,\\n 65| seed_bank_transfer_candidates_from_rows,\\n 66| seed_credit_card_candidates_from_rows,\\n 67| seed_migros_candidates_from_rows,\\n 68| seed_transaction_candidates_from_csv_text,\\n 69| seed_transaction_candidates_from_rows,\\n 70| test_budget_rule,\\n 71| update_budget_rule,\\n 72| update_merchant_category,\\n 73| update_transaction_candidate_category,\\n 74|)\\n 75|from jarvis_finance.services.budget_analytics import get_monthly_comparison\\n 76|from jarvis_finance.services.budget_analytics_v2 import get_budget_dashboard_cockpit, get_budget_vs_actual_analysis\\n 77|from jarvis_finance.services.budget_data_explorer import get_budget_data_explorer, get_budget_deviation_analysis, get_category_analysis_v2, get_merchant_analysis\\n 78|from jarvis_finance.services.budget_overview import get_budget_charts_2026, get_budget_overview, get_budget_status_by_category, get_category_month_detail, get_category_summary, get_income_status, get_monthly_summary\\n 79|from jarvis_finance.services.budget_planning import (\\n 80| confirm_budget_planning_batch,\\n 81| confirm_category_budget_values,\\n 82| get_budget_planning_audit_timeline,\\n 83| get_budget_planning_matrix,\\n 84| preview_budget_planning_batch,\\n 85| preview_budget_planning_excel_template,\\n 86| preview_category_budget_values,\\n 87|)\\n 88|from jarvis_finance.services.budget_recurring import (\\n 89| archive_recurring_payment,\\n 90| confirm_manual_recurring_payment,\\n 91| confirm_recurring_candidate_action,\\n 92| detect_recurring_payment_candidates,\\n 93| get_recurring_dashboard,\\n 94| preview_manual_recurring_payment,\\n 95| preview_recurring_candidate_action,\\n 96|)\\n 97|from jarvis_finance.services.budget_monthly_import import (\\n 98| apply_rule_suggestion,\\n 99| get_import_history,\\n 100| get_monthly_import_dashboard,\\n 101| list_rule_suggestions,\\n 102| preview_drive_monthly_import,\\n 103| reject_rule_suggestion,\\n 104| run_monthly_import_dry_run,\\n 105| scan_budget_drive_files,\\n 106| scan_google_drive_budget_folder,\\n 107|)\\n 108|from jarvis_finance.services.grocery_optimizer import (\\n 109| accept_grocery_product_match,\\n 110| add_demo_migros_receipt,\\n 111| build_rappn_link_out,\\n 112| confirm_manual_grocery_mapping,\\n 113| create_manual_grocery_mapping,\\n 114| generate_grocery_optimization_report,\\n 115| get_grocery_optimizer_dashboard,\\n 116| get_grocery_provider_strategy,\\n 117| preview_manual_grocery_mapping,\\n 118| refresh_grocery_mapping_price,\\n 119| reject_grocery_product_match,\\n 120| run_grocery_optimization,\\n 121| upsert_product_match,\\n 122|)\\n 123|from jarvis_finance.services.grocery_price_providers import provider_for_retailer, search_and_store_product_matches, search_open_prices_spike\\n 124|from jarvis_finance.services.budget_plans import (\\n 125| archive_budget_plan_item,\\n 126| confirm_budget_plan_item,\\n 127| confirm_income_plan_templates,\\n 128| confirm_update_income_plan_item,\\n 129| create_budget_plan_item_preview,\\n 130| list_budget_plan_items,\\n 131| list_income_plan_items,\\n 132| list_income_seed_candidates,\\n 133| preview_income_plan_templates,\\n 134| preview_update_income_plan_item,\\n 135| reorder_income_plan_items,\\n 136|)\\n 137|from jarvis_finance.services.budget_seed_review import (\\n 138| confirm_budget_plan_takeover,\\n 139| confirm_clear_category_takeover,\\n 140| confirm_seed_candidate,\\n 141| convert_unclean_range,\\n 142| ignore_seed_candidate,\\n 143| list_seed_candidates,\\n 144| preview_budget_plan_takeover,\\n 145| preview_clear_category_takeover,\\n 146| preview_seed_candidate,\\n 147| reopen_seed_candidate,\\n 148| seed_budget_candidates_from_rows,\\n 149| set_seed_candidate_status,\\n 150|)\\n 151|from jarvis_finance.services.budget_transactions import (\\n 152| confirm_budget_transaction,\\n 153| confirm_reverse_budget_transaction,\\n 154| confirm_transfer,\\n 155| create_budget_transaction_preview,\\n 156| create_transfer_preview,\\n 157| list_budget_transactions,\\n 158| list_budget_transfers,\\n 159| reverse_budget_transaction_preview,\\n 160| update_budget_transaction,\\n 161|)\\n 162|\\n 163|router = APIRouter(prefix=\\\"/budget\\\", tags=[\\\"budget\\\"])\\n 164|\\n 165|\\n 166|@router.get(\\\"/grocery-optimizer/dashboard\\\")\\n 167|def grocery_optimizer_dashboard(conn: Connection = Depends(get_db)):\\n 168| return get_grocery_optimizer_dashboard(conn)\\n 169|\\n 170|\\n 171|@router.get(\\\"/grocery-optimizer/provider-strategy\\\")\\n 172|def grocery_optimizer_provider_strategy():\\n 173| return get_grocery_provider_strategy()\\n 174|\\n 175|\\n 176|@router.get(\\\"/grocery-optimizer/rappn-link\\\")\\n 177|def grocery_optimizer_rappn_link(product_name: str):\\n 178| return build_rappn_link_out(product_name)\\n 179|\\n 180|\\n 181|@router.post(\\\"/grocery-optimizer/open-prices-spike\\\")\\n 182|def grocery_optimizer_open_prices_spike(payload: dict):\\n 183| return search_open_prices_spike(query=payload.get(\\\"query\\\"), barcode=payload.get(\\\"barcode\\\"), size=int(payload.get(\\\"size\\\") or 5))\\n 184|\\n 185|\\n 186|@router.post(\\\"/grocery-optimizer/demo-receipt\\\")\\n 187|def grocery_optimizer_demo_receipt(payload: dict, conn: Connection = Depends(get_db)):\\n 188| return add_demo_migros_receipt(conn, purchase_date=payload.get(\\\"purchase_date\\\") or \\\"2026-05-19\\\", store_name=payload.get(\\\"store_name\\\") or \\\"Migros\\\", items=payload.get(\\\"items\\\") or [])\\n 189|\\n 190|\\n 191|@router.post(\\\"/grocery-optimizer/matches\\\")\\n 192|def grocery_optimizer_match(payload: dict, conn: Connection = Depends(get_db)):\\n 193| return upsert_product_match(conn, payload[\\\"product_item_id\\\"], retailer=payload[\\\"retailer\\\"], candidate_product_name=payload[\\\"candidate_product_name\\\"], candidate_url=payload.get(\\\"candidate_url\\\") or \\\"https://example.invalid/review\\\", candidate_price_text=payload[\\\"candidate_price_text\\\"], candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), quality_flags=payload.get(\\\"quality_flags\\\") or [\\\"needs_review\\\"], match_confidence=payload.get(\\\"match_confidence\\\") or \\\"0.60\\\", status=payload.get(\\\"status\\\") or \\\"suggested\\\", source=payload.get(\\\"source\\\") or \\\"manual\\\")\\n 194|\\n 195|\\n 196|@router.post(\\\"/grocery-optimizer/matches/{match_id}/accept\\\")\\n 197|def grocery_optimizer_accept_match(match_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 198| payload = payload or {}\\n 199| return accept_grocery_product_match(conn, match_id, user_note=payload.get(\\\"user_note\\\"), save_as_preferred=bool(payload.get(\\\"save_as_preferred\\\", True)))\\n 200|\\n 201|\\n 202|@router.post(\\\"/grocery-optimizer/matches/{match_id}/reject\\\")\\n 203|def grocery_optimizer_reject_match(match_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 204| return reject_grocery_product_match(conn, match_id, user_note=(payload or {}).get(\\\"user_note\\\"))\\n 205|\\n 206|\\n 207|@router.post(\\\"/grocery-optimizer/manual-mapping/preview\\\")\\n 208|def grocery_optimizer_manual_mapping_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 209| return preview_manual_grocery_mapping(conn, product_item_id=payload[\\\"product_item_id\\\"], target_retailer=payload[\\\"target_retailer\\\"], target_product_name=payload[\\\"target_product_name\\\"], target_product_url=payload[\\\"target_product_url\\\"], candidate_price_text=payload.get(\\\"candidate_price_text\\\"), candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), target_package_size=payload.get(\\\"target_package_size\\\"), target_unit=payload.get(\\\"target_unit\\\"), target_price_date=payload.get(\\\"target_price_date\\\"), target_price_source=payload.get(\\\"target_price_source\\\"), user_note=payload.get(\\\"user_note\\\"))\\n 210|\\n 211|\\n 212|@router.post(\\\"/grocery-optimizer/manual-mapping/confirm\\\")\\n 213|def grocery_optimizer_manual_mapping_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 214| return confirm_manual_grocery_mapping(conn, payload)\\n 215|\\n 216|\\n 217|@router.post(\\\"/grocery-optimizer/manual-mapping\\\")\\n 218|def grocery_optimizer_manual_mapping(payload: dict, conn: Connection = Depends(get_db)):\\n 219| return create_manual_grocery_mapping(conn, product_item_id=payload[\\\"product_item_id\\\"], target_retailer=payload[\\\"target_retailer\\\"], target_product_name=payload[\\\"target_product_name\\\"], target_product_url=payload[\\\"target_product_url\\\"], target_brand=payload.get(\\\"target_brand\\\"), target_package_size=payload.get(\\\"target_package_size\\\"), target_unit=payload.get(\\\"target_unit\\\"), target_price_date=payload.get(\\\"target_price_date\\\"), target_price_source=payload.get(\\\"target_price_source\\\"), match_type=payload.get(\\\"match_type\\\") or \\\"manual_match\\\", candidate_price_text=payload.get(\\\"candidate_price_text\\\"), candidate_unit_price_text=payload.get(\\\"candidate_unit_price_text\\\"), user_note=payload.get(\\\"user_note\\\"))\\n 220|\\n 221|\\n 222|@router.post(\\\"/grocery-optimizer/mappings/{mapping_id}/refresh-price\\\")\\n 223|def grocery_optimizer_refresh_mapping_price(mapping_id: str, conn: Connection = Depends(get_db)):\\n 224| return refresh_grocery_mapping_price(conn, mapping_id)\\n 225|\\n 226|\\n 227|@router.post(\\\"/grocery-optimizer/optimize\\\")\\n 228|def grocery_optimizer_run(payload: dict, conn: Connection = Depends(get_db)):\\n 229| return run_grocery_optimization(conn, payload[\\\"receipt_id\\\"], selected_retailers=payload.get(\\\"selected_retailers\\\") or [\\\"Coop\\\", \\\"Aldi Suisse\\\", \\\"Lidl\\\", \\\"Denner\\\", \\\"Otto's\\\"], max_store_count=int(payload.get(\\\"max_store_count\\\") or 3), included_product_item_ids=payload.get(\\\"included_product_item_ids\\\"))\\n 230|\\n 231|\\n 232|@router.post(\\\"/grocery-optimizer/search-prices\\\")\\n 233|def grocery_optimizer_search_prices(payload: dict, conn: Connection = Depends(get_db)):\\n 234| retailers = (payload.get(\\\"retailers\\\") or [\\\"Coop\\\"])[: int(payload.get(\\\"max_retailers\\\") or 3)]\\n 235| providers = [provider_for_retailer(retailer) for retailer in retailers]\\n 236| return search_and_store_product_matches(\\n 237| conn,\\n 238| payload[\\\"receipt_id\\\"],\\n 239| providers=providers,\\n 240| included_product_item_ids=payload.get(\\\"included_product_item_ids\\\"),\\n 241| max_products=int(payload.get(\\\"max_products\\\") or 5),\\n 242| use_cache=bool(payload.get(\\\"use_cache\\\", True)),\\n 243| only_safe_matches=bool(payload.get(\\\"only_safe_matches\\\", True)),\\n 244| prefer_known_mappings=bool(payload.get(\\\"prefer_known_mappings\\\", True)),\\n 245| )\\n 246|\\n 247|\\n 248|@router.post(\\\"/grocery-optimizer/report\\\")\\n 249|def grocery_optimizer_report(payload: dict, conn: Connection = Depends(get_db)):\\n 250| return generate_grocery_optimization_report(conn, payload[\\\"run_id\\\"])\\n 251|\\n 252|\\n 253|@router.get(\\\"/monthly-import/dashboard\\\")\\n 254|def monthly_import_dashboard(budget_year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 255| return get_monthly_import_dashboard(conn, budget_year=budget_year)\\n 256|\\n 257|\\n 258|@router.get(\\\"/monthly-import/history\\\")\\n 259|def monthly_import_history(limit: int = 30, conn: Connection = Depends(get_db)):\\n 260| return get_import_history(conn, limit=limit)\\n 261|\", \"total_lines\": 958, \"file_size\": 44886, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 958 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_hgLEE9c39ZmEj6r6AAXIppiy" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|\\n 78|\\n 168|\", \"total_lines\": 167, \"file_size\": 30980, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_xNUD7WZro1G7NJ5W51auFu9W" }, { "role": "assistant", "content": "", "reasoning": "**Looking into function details**\n\nI need to read the rest of the functions in the budget_imports to confirm the batch list. It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! Let’s get through this so I can provide accurate and helpful outputs for the user.", "finish_reason": "tool_calls", "reasoning_content": "**Looking into function details**\n\nI need to read the rest of the functions in the budget_imports to confirm the batch list. It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! Let’s get through this so I can provide accurate and helpful outputs for the user.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgIOTpVsslhxWNpcxV0vXIxJlOzlT-9OeIHKO5mjzuLoXamJk1TgF-BFbkYM5uX_IzgiUY0JM7TmTo76WqUah3VfMl_Z_jwuZqRMpldzNA9EZpauU_AKM58whEesgGrPWIafxBGk7oloRVhXkbn8fEdJ-JfF6mbULcCD2D7PCpi3esPWtCehVwEqbjWbWyBqztkrQoLc82vee9w85z558M9FzT2Zi9NsbxbXwzq3emb22pk0a_LMKtLz8k23hwkQ455N0LM9wvVYOat3bHZ29562bTn8okROgmxAVFifG48X7gwUT0MtSk5EXAi-kZU_tdIlNvsCcesehtGvDnKinKU6hlFJEB4Y7z9DR8QJfcNaYjociT02qevfWAXx07RHGiSbvYIWmLK5AMq9wz1dpos0D05Cu8XIZDhb-_X6y2yvcKhy-Zt3VTbDtxP3aEHbzasprkdp5JAETuoqJxAkOR-qPwBLzhnhCq0_QWRlX51Aul-Vy3nPz0qzQblVNfqtunkGZqTvev0gyhoVXkOJhFLCtCT0-3p77gZ-oV7w8WZCejhKpCTBK65o5Kvup3Eu-iPlbS96dKlfe_52IawmD111GTTckebLTz2L0G3bakCf1PF8OFm_mv5HN7VQplKfAXrWLcUxrOwNZmU8KgCalayWETbxVTTpwsx_S7A563XxNfoR6OtWqdbBA4sZlDqa-uNqfy2cUNItAYVQZe9FzqirWbVUGIgMuMKhr9c01Vkc1rPLExWp1i328LTMmqFGagU5sho9JsbaJKO3XbXB1-qHS6NJ27dA1zpz8TIbh5yA8GKPjR2KkdmiolMX0S1-StksK-ZplD_4aL9HVzQqiUbDZOlLyuwSEDaUi1szp4cht9SxS7CXvTz8sl5beXkmvU6xNhE7pA4N4XWYoNPXxD_1xeZZ2hw9UR-p-FPr8r-I3tgaSe2EXF73o6xZeodw0L0mkraQmwsEus52d0RnJbsGrk1GcYU-uc7E-X8xwMSMJpPyt82iwcgv4-KK-VLUh5ZC", "id": "rs_011cf4c4a2671bda016a0e020ad910819187a3acc558f5877d", "summary": [ { "type": "summary_text", "text": "**Looking into function details**\n\nI need to read the rest of the functions in the budget_imports to confirm the batch list. It's important to ensure I understand how everything works together. I’m curious if all elements are functioning as expected. I want to double-check any details that could affect the overall process. It's a necessary step to avoid mistakes down the line! Let’s get through this so I can provide accurate and helpful outputs for the user." } ] } ], "tool_calls": [ { "id": "call_G0qpsl7E351zaa7yTOLdeo11", "call_id": "call_G0qpsl7E351zaa7yTOLdeo11", "response_item_id": "fc_011cf4c4a2671bda016a0e020d0a688191a23bc52ee0163ae1", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('src/jarvis_finance/services/budget_imports.py')\\nfor i,l in enumerate(p.read_text().splitlines(),1):\\n if any(x in l for x in ['def list_transaction_candidates','def confirm_transaction_candidate','def preview_batch_confirm','def batch_confirm','def detect_duplicate','def seed_migros','def batch_mark','def ignore_transaction','def reopen_transaction']): print(i,l)\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"304 def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = \\\"50.00\\\", candidate_source_type: str = \\\"migros_receipt\\\") -> dict[str, int]:\\n761 def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, import_session_id: str | None = None) -> list[dict[str, Any]]:\\n927 def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n949 def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n960 def reopen_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n1078 def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:\\n1173 def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n1204 def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n1506 def detect_duplicate_candidates(conn: Connection, *, day_window: int = 2) -> dict[str, Any]:\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_G0qpsl7E351zaa7yTOLdeo11" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_WfqUNvNHyn41Jll85cByKbSs", "call_id": "call_WfqUNvNHyn41Jll85cByKbSs", "response_item_id": "fc_011cf4c4a2671bda016a0e0211a17081919244847c3659cea9", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"offset\":300,\"limit\":170}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 300| return seed_transaction_candidates_from_rows(conn, list(reader), source_file_label=source_file_label, source_type=source_type)\\n 301| return seed_transaction_candidates_from_rows(conn, list(csv.reader(text.splitlines(), dialect=dialect)), source_file_label=source_file_label, source_type=source_type)\\n 302|\\n 303|\\n 304|def seed_migros_candidates_from_rows(conn: Connection, rows: list[dict[str, Any]], *, source_file_label: str, auto_category_id: str | None = None, threshold_chf: str = \\\"50.00\\\", candidate_source_type: str = \\\"migros_receipt\\\") -> dict[str, int]:\\n 305| _threshold = Decimal(threshold_chf)\\n 306| if not auto_category_id:\\n 307| auto_category_id, auto_category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 308| else:\\n 309| auto_category_name = _category_name(conn, auto_category_id)\\n 310| grouped: dict[str, list[tuple[int, dict[str, Any]]]] = defaultdict(list)\\n 311| ignored = 0\\n 312| for idx, raw in enumerate(rows, start=1):\\n 313| low = {_normalise(k): v for k, v in raw.items()}\\n 314| tx_date = _date_text(low.get(\\\"datum\\\") or low.get(\\\"date\\\"))\\n 315| time = str(low.get(\\\"zeit\\\") or low.get(\\\"time\\\") or \\\"\\\").strip()\\n 316| store = str(low.get(\\\"filiale\\\") or low.get(\\\"store\\\") or \\\"Migros\\\").strip()\\n 317| register = str(low.get(\\\"kasse\\\") or low.get(\\\"kassennummer\\\") or low.get(\\\"register\\\") or \\\"\\\").strip()\\n 318| txn = str(low.get(\\\"transaktion\\\") or low.get(\\\"transaktionsnummer\\\") or low.get(\\\"bon\\\") or low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 319| amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 320| if not tx_date or not amount:\\n 321| ignored += 1\\n 322| continue\\n 323| key = _fingerprint([tx_date, time, store, register, txn])\\n 324| grouped[key].append((idx, raw))\\n 325| created = auto = review = line_count = 0\\n 326| for key, items in grouped.items():\\n 327| first_low = {_normalise(k): v for k, v in items[0][1].items()}\\n 328| tx_date = _date_text(first_low.get(\\\"datum\\\") or first_low.get(\\\"date\\\"))\\n 329| time = str(first_low.get(\\\"zeit\\\") or first_low.get(\\\"time\\\") or \\\"\\\").strip()\\n 330| store = str(first_low.get(\\\"filiale\\\") or first_low.get(\\\"store\\\") or \\\"Migros\\\").strip() or \\\"Migros\\\"\\n 331| register = str(first_low.get(\\\"kasse\\\") or first_low.get(\\\"kassennummer\\\") or first_low.get(\\\"register\\\") or \\\"\\\").strip()\\n 332| txn = str(first_low.get(\\\"transaktion\\\") or first_low.get(\\\"transaktionsnummer\\\") or first_low.get(\\\"bon\\\") or first_low.get(\\\"bon-id\\\") or \\\"\\\").strip()\\n 333| total = sum(Decimal(_decimal_text(({_normalise(k): v for k, v in raw.items()}).get(\\\"umsatz\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"betrag\\\") or ({_normalise(k): v for k, v in raw.items()}).get(\\\"amount\\\")) or \\\"0\\\") for _, raw in items)\\n 334| amount = format(total, \\\"f\\\")\\n 335| needs_review = auto_category_id is None\\n 336| status = \\\"needs_review\\\" if needs_review else \\\"auto_categorized\\\"\\n 337| classification = \\\"migros_review_missing_category\\\" if needs_review else \\\"migros_receipt_food_household\\\"\\n 338| review_reason = \\\"migros_receipt_missing_food_household_category\\\" if needs_review else \\\"migros_receipt_auto_food_household\\\"\\n 339| row_ref = f\\\"BON:{tx_date}:{time}:{store}:{register}:{txn}\\\"[:180]\\n 340| ts = now()\\n 341| candidate_id = \\\"btxcand_\\\" + _candidate_key(source_file_label, row_ref, tx_date, amount, \\\"Migros Bon\\\")\\n 342| inserted = _insert_candidate(conn, {\\n 343| \\\"transaction_candidate_id\\\": candidate_id,\\n 344| \\\"source_file_label\\\": source_file_label,\\n 345| \\\"source_row_or_range\\\": row_ref,\\n 346| \\\"source_type\\\": candidate_source_type,\\n 347| \\\"transaction_date\\\": tx_date,\\n 348| \\\"description\\\": f\\\"Migros Bon {store}\\\"[:300],\\n 349| \\\"merchant\\\": store,\\n 350| \\\"amount_original\\\": amount,\\n 351| \\\"currency_original\\\": \\\"CHF\\\",\\n 352| \\\"proposed_category_id\\\": None if needs_review else auto_category_id,\\n 353| \\\"proposed_category_name\\\": None if needs_review else auto_category_name,\\n 354| \\\"confidence\\\": \\\"0.90\\\" if not needs_review else \\\"0.60\\\",\\n 355| \\\"requires_review\\\": needs_review,\\n 356| \\\"status\\\": status,\\n 357| \\\"notes\\\": json.dumps({\\\"rule\\\": \\\"migros_receipt_food_household\\\", \\\"legacy_threshold_chf\\\": threshold_chf, \\\"line_items\\\": len(items), \\\"article_rows_are_detail_only\\\": True}, ensure_ascii=False),\\n 358| \\\"classification\\\": classification,\\n 359| \\\"review_reason\\\": review_reason,\\n 360| \\\"rule_id\\\": \\\"migros_receipt_food_household\\\" if not needs_review else \\\"migros_receipt_missing_category\\\",\\n 361| \\\"rule_name\\\": \\\"Migros Bon = Essen & Haushalt\\\" if not needs_review else \\\"Migros Bon Kategorie fehlt\\\",\\n 362| \\\"source_priority\\\": 90,\\n 363| \\\"receipt_key\\\": key,\\n 364| \\\"raw_fingerprint\\\": key,\\n 365| \\\"created_at\\\": ts,\\n 366| \\\"updated_at\\\": ts,\\n 367| })\\n 368| if inserted:\\n 369| created += 1\\n 370| auto += 0 if needs_review else 1\\n 371| review += 1 if needs_review else 0\\n 372| for idx, raw in items:\\n 373| low = {_normalise(k): v for k, v in raw.items()}\\n 374| item_amount = _decimal_text(low.get(\\\"umsatz\\\") or low.get(\\\"betrag\\\") or low.get(\\\"amount\\\"))\\n 375| conn.execute(\\n 376| \\\"\\\"\\\"\\n 377| INSERT OR IGNORE INTO budget_import_line_items(\\n 378| line_item_id, transaction_candidate_id, source_file_label, receipt_key,\\n 379| source_row_or_range, item_name, quantity, is_promotion, amount_original,\\n 380| currency_original, raw_fingerprint, created_at\\n 381| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'CHF', ?, ?)\\n 382| \\\"\\\"\\\",\\n 383| (\\\"bline_\\\" + _fingerprint([source_file_label, key, idx]), candidate_id, source_file_label, key, f\\\"R{idx}\\\", str(low.get(\\\"artikel\\\") or low.get(\\\"article\\\") or \\\"\\\").strip(), str(low.get(\\\"menge\\\") or low.get(\\\"quantity\\\") or \\\"\\\").strip() or None, 1 if _normalise(low.get(\\\"aktion\\\") or \\\"\\\") in {\\\"1\\\", \\\"true\\\", \\\"ja\\\", \\\"yes\\\"} else 0, item_amount, _fingerprint([source_file_label, idx, raw]), ts),\\n 384| )\\n 385| line_count += 1\\n 386| conn.commit()\\n 387| return {\\\"receipt_candidate_count\\\": created, \\\"candidate_count\\\": created, \\\"line_item_count\\\": line_count, \\\"auto_assigned_count\\\": auto, \\\"review_required_count\\\": review, \\\"ignored_count\\\": ignored}\\n 388|\\n 389|\\n 390|def preview_migros_receipts_2026(conn: Connection, *, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 391| rows = conn.execute(\\n 392| \\\"\\\"\\\"\\n 393| SELECT status, COUNT(*) AS count\\n 394| FROM budget_transaction_candidates\\n 395| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 396| GROUP BY status\\n 397| \\\"\\\"\\\",\\n 398| (year,),\\n 399| ).fetchall()\\n 400| by_status = {str(r[\\\"status\\\"]): int(r[\\\"count\\\"] or 0) for r in rows}\\n 401| receipt_total = sum(by_status.values())\\n 402| confirmed = by_status.get(\\\"confirmed\\\", 0)\\n 403| open_count = sum(count for status, count in by_status.items() if status not in {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"})\\n 404| covered = conn.execute(\\n 405| \\\"\\\"\\\"\\n 406| SELECT COUNT(*) FROM budget_transaction_candidates\\n 407| WHERE status='covered_by_migros' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 408| \\\"\\\"\\\",\\n 409| (year,),\\n 410| ).fetchone()[0]\\n 411| line_items = conn.execute(\\n 412| \\\"\\\"\\\"\\n 413| SELECT COUNT(*)\\n 414| FROM budget_import_line_items li\\n 415| JOIN budget_transaction_candidates c ON c.transaction_candidate_id=li.transaction_candidate_id\\n 416| WHERE c.source_type='migros_receipt' AND substr(COALESCE(c.transaction_date,''),1,4)=?\\n 417| \\\"\\\"\\\",\\n 418| (year,),\\n 419| ).fetchone()[0]\\n 420| article_candidates = conn.execute(\\n 421| \\\"\\\"\\\"\\n 422| SELECT COUNT(*) FROM budget_transaction_candidates\\n 423| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 424| AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')\\n 425| AND COALESCE(source_type,'') NOT IN ('migros_receipt')\\n 426| AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n 427| \\\"\\\"\\\",\\n 428| (year,),\\n 429| ).fetchone()[0]\\n 430| return {\\n 431| \\\"year\\\": year,\\n 432| \\\"receipt_candidate_count\\\": receipt_total,\\n 433| \\\"confirmed_receipt_count\\\": confirmed,\\n 434| \\\"open_receipt_count\\\": open_count,\\n 435| \\\"covered_by_migros_count\\\": int(covered or 0),\\n 436| \\\"line_item_count\\\": int(line_items or 0),\\n 437| \\\"article_candidate_count\\\": int(article_candidates or 0),\\n 438| \\\"status_counts\\\": by_status,\\n 439| \\\"dry_run\\\": True,\\n 440| }\\n 441|\\n 442|\\n 443|def confirm_migros_receipts_2026(conn: Connection, *, account_id: str, year: str = \\\"2026\\\") -> dict[str, Any]:\\n 444| if not account_id:\\n 445| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 446| category_id, category_name = _category_id_name(conn, \\\"Essen & Haushalt\\\")\\n 447| if not category_id:\\n 448| raise HTTPException(status_code=422, detail=\\\"Essen & Haushalt category required\\\")\\n 449| rows = conn.execute(\\n 450| \\\"\\\"\\\"\\n 451| SELECT * FROM budget_transaction_candidates\\n 452| WHERE source_type='migros_receipt' AND substr(COALESCE(transaction_date,''),1,4)=?\\n 453| AND status NOT IN ('confirmed','ignored','covered_by_migros','superseded','reference_2025','archived_reference')\\n 454| ORDER BY transaction_date, created_at\\n 455| \\\"\\\"\\\",\\n 456| (year,),\\n 457| ).fetchall()\\n 458| ts = now()\\n 459| confirmed = skipped = 0\\n 460| errors: list[dict[str, str]] = []\\n 461| for row in rows:\\n 462| cid = str(row[\\\"transaction_candidate_id\\\"])\\n 463| try:\\n 464| conn.execute(\\n 465| \\\"\\\"\\\"\\n 466| UPDATE budget_transaction_candidates\\n 467| SET proposed_category_id=?, proposed_category_name=?, confidence='0.98', requires_review=0,\\n 468| status='auto_categorized', classification='migros_receipt_food_household',\\n 469| review_reason='migros_receipt_auto_food_household', rule_id='migros_receipt_food_household',\\n 470|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=470 to continue reading (showing 300-469 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_WfqUNvNHyn41Jll85cByKbSs" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_EFaIlPGK0DmJgOBpZur0bYPZ", "call_id": "call_EFaIlPGK0DmJgOBpZur0bYPZ", "response_item_id": "fc_011cf4c4a2671bda016a0e02203dc481918bdeaec7e43fab7e", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":170,\"offset\":760,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 760|\\n 761|def list_transaction_candidates(conn: Connection, *, status: str | None = None, tab: str | None = None, source_type: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, import_session_id: str | None = None) -> list[dict[str, Any]]:\\n 762| clauses=[]; params=[]\\n 763| if budget_year:\\n 764| clauses.append(\\\"substr(transaction_date,1,4)=?\\\"); params.append(budget_year)\\n 765| if status == \\\"open\\\":\\n 766| clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n 767| elif status:\\n 768| clauses.append(\\\"status=?\\\"); params.append(status)\\n 769| elif not include_reference and not tab:\\n 770| clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n 771| if tab:\\n 772| mapping = {\\n 773| \\\"auto\\\": \\\"requires_review=0 AND status IN ('pending','auto_categorized')\\\",\\n 774| \\\"review\\\": \\\"requires_review=1 AND status IN ('needs_review','pending','transfer_candidate')\\\",\\n 775| \\\"subscriptions\\\": \\\"classification='subscription_auto'\\\",\\n 776| \\\"galaxus\\\": \\\"classification='galaxus_review'\\\",\\n 777| \\\"migros_over_50\\\": \\\"classification='migros_review_over_threshold'\\\",\\n 778| \\\"health\\\": \\\"classification='health_medical'\\\",\\n 779| \\\"auto_transport\\\": \\\"classification='auto_transport'\\\",\\n 780| \\\"shopping\\\": \\\"classification IN ('shopping','galaxus_review')\\\",\\n 781| \\\"pets\\\": \\\"classification='pets'\\\",\\n 782| \\\"unclear\\\": \\\"classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')\\\",\\n 783| \\\"covered_by_migros\\\": \\\"status='covered_by_migros'\\\",\\n 784| \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n 785| \\\"auto_ignored_duplicates\\\": \\\"status='auto_ignored_duplicate'\\\",\\n 786| \\\"covered_by_source\\\": \\\"status IN ('covered_by_migros','covered_by_source')\\\",\\n 787| \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n 788| \\\"bank\\\": \\\"source_type IN ('bank_csv','raiffeisen_bank','akb_bank')\\\",\\n 789| \\\"visa\\\": \\\"source_type='visa_credit_card' OR source_type='credit_card_csv'\\\",\\n 790| \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n 791| \\\"raiffeisen\\\": \\\"source_type='raiffeisen_bank'\\\",\\n 792| \\\"akb\\\": \\\"source_type='akb_bank'\\\",\\n 793| \\\"income\\\": \\\"classification='income_candidate'\\\",\\n 794| \\\"possible_income\\\": \\\"classification='possible_income'\\\",\\n 795| \\\"money_in\\\": \\\"classification IN ('income_candidate','possible_income')\\\",\\n 796| \\\"not_income_transfer\\\": \\\"classification IN ('transfer_candidate','investment_transfer','credit_card_payment') OR status='transfer_candidate'\\\",\\n 797| \\\"credit_card_payment\\\": \\\"classification='credit_card_payment'\\\",\\n 798| \\\"investment_transfers\\\": \\\"classification='investment_transfer'\\\",\\n 799| \\\"ignored\\\": \\\"status IN ('ignored','covered_by_migros','covered_by_source','superseded','reference_2025','archived_reference')\\\",\\n 800| }\\n 801| if tab in mapping:\\n 802| clauses.append(mapping[tab])\\n 803| if source_type:\\n 804| clauses.append(\\\"source_type=?\\\"); params.append(source_type)\\n 805| if import_session_id:\\n 806| clauses.append(\\\"import_session_id=?\\\"); params.append(import_session_id)\\n 807| if category_id:\\n 808| clauses.append(\\\"proposed_category_id=?\\\"); params.append(category_id)\\n 809| if merchant:\\n 810| clauses.append(\\\"lower(COALESCE(merchant,'') || ' ' || COALESCE(description,'')) LIKE ?\\\"); params.append(f\\\"%{merchant.lower()}%\\\")\\n 811| if rule:\\n 812| clauses.append(\\\"lower(COALESCE(rule_id,'') || ' ' || COALESCE(rule_name,'') || ' ' || COALESCE(review_reason,'')) LIKE ?\\\"); params.append(f\\\"%{rule.lower()}%\\\")\\n 813| if min_confidence:\\n 814| clauses.append(\\\"CAST(COALESCE(confidence,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(min_confidence)\\n 815| if date_from:\\n 816| clauses.append(\\\"transaction_date>=?\\\"); params.append(date_from)\\n 817| if date_to:\\n 818| clauses.append(\\\"transaction_date<=?\\\"); params.append(date_to)\\n 819| if amount_min:\\n 820| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) >= CAST(? AS REAL)\\\"); params.append(amount_min)\\n 821| if amount_max:\\n 822| clauses.append(\\\"CAST(COALESCE(amount_original,'0') AS REAL) <= CAST(? AS REAL)\\\"); params.append(amount_max)\\n 823| where = \\\"WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n 824| sort_map = {\\\"date\\\": \\\"transaction_date\\\", \\\"merchant\\\": \\\"lower(COALESCE(merchant, description))\\\", \\\"category\\\": \\\"proposed_category_name\\\", \\\"confidence\\\": \\\"CAST(COALESCE(confidence,'0') AS REAL)\\\", \\\"source\\\": \\\"source_type\\\", \\\"status\\\": \\\"status\\\", \\\"created_at\\\": \\\"created_at\\\"}\\n 825| order_col = sort_map.get(sort_by, \\\"created_at\\\")\\n 826| direction = \\\"ASC\\\" if sort_dir.lower() == \\\"asc\\\" else \\\"DESC\\\"\\n 827| rows = conn.execute(f\\\"SELECT * FROM budget_transaction_candidates {where} ORDER BY {order_col} {direction}, created_at DESC LIMIT 500\\\", params).fetchall()\\n 828| return [_candidate_view(r) for r in rows]\\n 829|\\n 830|\\n 831|def reclassify_bank_income_candidates(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 832| \\\"\\\"\\\"Re-score existing AKB/Raiffeisen candidates without confirming bookings.\\\"\\\"\\\"\\n 833| cid_income, cname_income = _category_by_name(conn, [\\\"Lohn Marcel\\\", \\\"Einnahmen\\\", \\\"Sonstige Einnahmen\\\", \\\"Rückerstattungen\\\"])\\n 834| rows = conn.execute(\\n 835| \\\"\\\"\\\"\\n 836| SELECT * FROM budget_transaction_candidates\\n 837| WHERE source_type IN ('akb_bank','raiffeisen_bank','bank_csv')\\n 838| AND substr(COALESCE(transaction_date,''),1,4)=?\\n 839| AND status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025','archived_reference')\\n 840| \\\"\\\"\\\",\\n 841| (budget_year,),\\n 842| ).fetchall()\\n 843| counts = {\\\"scanned_count\\\": len(rows), \\\"income_candidate_count\\\": 0, \\\"possible_income_count\\\": 0, \\\"transfer_candidate_count\\\": 0, \\\"investment_transfer_count\\\": 0, \\\"credit_card_payment_count\\\": 0, \\\"unclear_money_in_count\\\": 0, \\\"updated_count\\\": 0}\\n 844| ts = now()\\n 845| for row in rows:\\n 846| meta = {}\\n 847| try:\\n 848| meta = json.loads(row[\\\"notes\\\"] or \\\"{}\\\") if str(row[\\\"notes\\\"] or \\\"\\\").startswith(\\\"{\\\") else {}\\n 849| except json.JSONDecodeError:\\n 850| meta = {}\\n 851| is_positive = str(meta.get(\\\"transaction_type\\\") or \\\"\\\").lower() == \\\"income\\\"\\n 852| decision = _bank_candidate_decision(str(row[\\\"description\\\"] or \\\"\\\"), is_positive=is_positive)\\n 853| classification = str(decision[\\\"classification\\\"])\\n 854| if is_positive and classification == \\\"bank_review\\\":\\n 855| counts[\\\"unclear_money_in_count\\\"] += 1\\n 856| if classification == \\\"income_candidate\\\": counts[\\\"income_candidate_count\\\"] += 1\\n 857| if classification == \\\"possible_income\\\": counts[\\\"possible_income_count\\\"] += 1\\n 858| if classification in {\\\"transfer_candidate\\\", \\\"investment_transfer\\\", \\\"credit_card_payment\\\"}: counts[\\\"transfer_candidate_count\\\"] += 1\\n 859| if classification == \\\"investment_transfer\\\": counts[\\\"investment_transfer_count\\\"] += 1\\n 860| if classification == \\\"credit_card_payment\\\": counts[\\\"credit_card_payment_count\\\"] += 1\\n 861| proposed_category_id = cid_income if classification in {\\\"income_candidate\\\", \\\"possible_income\\\"} else row[\\\"proposed_category_id\\\"]\\n 862| proposed_category_name = cname_income if classification in {\\\"income_candidate\\\", \\\"possible_income\\\"} else row[\\\"proposed_category_name\\\"]\\n 863| notes = json.dumps({\\\"transaction_type\\\": decision[\\\"transaction_type\\\"], \\\"reason\\\": decision[\\\"review_reason\\\"], \\\"reclassified_by\\\": \\\"income_csv_recognition_v1\\\"}, ensure_ascii=False)\\n 864| before = (row[\\\"status\\\"], row[\\\"classification\\\"], row[\\\"review_reason\\\"], row[\\\"proposed_category_id\\\"])\\n 865| after = (decision[\\\"status\\\"], classification, decision[\\\"review_reason\\\"], proposed_category_id)\\n 866| if before != after:\\n 867| conn.execute(\\n 868| \\\"\\\"\\\"\\n 869| UPDATE budget_transaction_candidates\\n 870| SET status=?, classification=?, requires_review=?, review_reason=?, confidence=?, notes=?, proposed_category_id=?, proposed_category_name=?, updated_at=?\\n 871| WHERE transaction_candidate_id=?\\n 872| \\\"\\\"\\\",\\n 873| (decision[\\\"status\\\"], classification, 1 if decision[\\\"requires_review\\\"] else 0, decision[\\\"review_reason\\\"], decision[\\\"confidence\\\"], notes, proposed_category_id, proposed_category_name, ts, row[\\\"transaction_candidate_id\\\"]),\\n 874| )\\n 875| counts[\\\"updated_count\\\"] += 1\\n 876| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"bank_income_candidates_reclassified\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=f\\\"bank_income_reclassify_{budget_year}\\\", new_values=counts, created_by=\\\"system\\\")\\n 877| conn.commit()\\n 878| counts[\\\"audit_written\\\"] = 1 if audit_id else 0\\n 879| return counts\\n 880|\\n 881|\\n 882|def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n 883| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 884| if not row:\\n 885| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 886| payload = payload or {}\\n 887| cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n 888| notes = row[\\\"notes\\\"] or \\\"\\\"\\n 889| tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n 890| try:\\n 891| meta = json.loads(notes) if notes and notes.startswith(\\\"{\\\") else {}\\n 892| tx_type = payload.get(\\\"transaction_type\\\") or meta.get(\\\"transaction_type\\\") or tx_type\\n 893| except json.JSONDecodeError:\\n 894| pass\\n 895| if not cat_id and tx_type in {\\\"expense\\\", \\\"income\\\"}:\\n 896| raise HTTPException(status_code=422, detail=\\\"category required before confirm\\\")\\n 897| if cat_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (cat_id,)).fetchone():\\n 898| raise HTTPException(status_code=422, detail=\\\"active category required before confirm\\\")\\n 899| if not payload.get(\\\"account_id\\\"):\\n 900| raise HTTPException(status_code=422, detail=\\\"account_id required before confirm\\\")\\n 901| if not row[\\\"transaction_date\\\"]:\\n 902| raise HTTPException(status_code=422, detail=\\\"transaction date required before confirm\\\")\\n 903| if not row[\\\"amount_original\\\"]:\\n 904| raise HTTPException(status_code=422, detail=\\\"amount required before confirm\\\")\\n 905| if not row[\\\"currency_original\\\"]:\\n 906| raise HTTPException(status_code=422, detail=\\\"currency required before confirm\\\")\\n 907| return {\\n 908| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 909| \\\"summary\\\": \\\"Buchungskandidat übernehmen\\\",\\n 910| \\\"warnings\\\": [\\\"Möglicher Duplikat-Treffer\\\"] if row[\\\"duplicate_of_transaction_id\\\"] else ([] if cat_id or tx_type == \\\"transfer\\\" else [\\\"Kategorie fehlt\\\"]),\\n 911| \\\"payload\\\": {\\n 912| \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n 913| \\\"transaction_type\\\": tx_type,\\n 914| \\\"transaction_date\\\": payload.get(\\\"transaction_date\\\") or row[\\\"transaction_date\\\"],\\n 915| \\\"description\\\": payload.get(\\\"description\\\") or row[\\\"description\\\"],\\n 916| \\\"payee\\\": payload.get(\\\"payee\\\") or row[\\\"merchant\\\"],\\n 917| \\\"amount_original\\\": row[\\\"amount_original\\\"],\\n 918| \\\"currency_original\\\": row[\\\"currency_original\\\"],\\n 919| \\\"category_id\\\": cat_id,\\n 920| \\\"source_type\\\": \\\"import_candidate\\\",\\n 921| \\\"source_candidate_id\\\": candidate_id,\\n 922| \\\"notes\\\": f\\\"Confirmed from transaction candidate {candidate_id}\\\",\\n 923| },\\n 924| }\\n 925|\\n 926|\\n 927|def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 928| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 929| if not row:\\n 930|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=930 to continue reading (showing 760-929 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_EFaIlPGK0DmJgOBpZur0bYPZ" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_e5JK7cTxuBfYpJje4KwjH6mt", "call_id": "call_e5JK7cTxuBfYpJje4KwjH6mt", "response_item_id": "fc_011cf4c4a2671bda016a0e022553788191a0f2760f6ba0bba2", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":330,\"offset\":927,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 927|def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 928| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 929| if not row:\\n 930| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 931| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 932| raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n 933| if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n 934| raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n 935| if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n 936| raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n 937| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n 938| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 939| preview = preview_transaction_candidate(conn, candidate_id, payload)\\n 940| result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n 941| ts = now()\\n 942| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n 943| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n 944| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n 945| conn.commit()\\n 946| return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n 947|\\n 948|\\n 949|def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 950| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 951| if not row:\\n 952| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 953| ts = now()\\n 954| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='ignored', notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (note, ts, candidate_id))\\n 955| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"ignore\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"ignored\\\"}, created_by=\\\"user\\\")\\n 956| conn.commit()\\n 957| return {\\\"status\\\": \\\"ignored\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat ignoriert\\\"}\\n 958|\\n 959|\\n 960|def reopen_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 961| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 962| if not row:\\n 963| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 964| if row[\\\"status\\\"] == \\\"confirmed\\\":\\n 965| raise HTTPException(status_code=409, detail=\\\"confirmed candidates cannot be reopened\\\")\\n 966| new_status = \\\"needs_review\\\" if row[\\\"requires_review\\\"] else \\\"pending\\\"\\n 967| ts = now()\\n 968| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, review_reason=COALESCE(review_reason, 'user_reopened'), notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (new_status, note, ts, candidate_id))\\n 969| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"reopen\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": new_status}, user_text_note=note, created_by=\\\"user\\\")\\n 970| conn.commit()\\n 971| return {\\\"status\\\": new_status, \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat wieder geöffnet\\\"}\\n 972|\\n 973|\\n 974|def update_transaction_candidate_category(conn: Connection, candidate_id: str, category_id: str, note: str | None = None) -> dict[str, Any]:\\n 975| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 976| if not row:\\n 977| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 978| if not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (category_id,)).fetchone():\\n 979| raise HTTPException(status_code=422, detail=\\\"active category not found\\\")\\n 980| cname = _category_name(conn, category_id)\\n 981| ts = now()\\n 982| conn.execute(\\\"UPDATE budget_transaction_candidates SET proposed_category_id=?, proposed_category_name=?, requires_review=0, status='pending', review_reason='user_category_override', updated_at=? WHERE transaction_candidate_id=?\\\", (category_id, cname, ts, candidate_id))\\n 983| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"update_category\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values=row_to_dict(row), new_values={\\\"category_id\\\": category_id, \\\"category_name\\\": cname}, user_text_note=note, created_by=\\\"user\\\")\\n 984| conn.commit()\\n 985| return {\\\"status\\\": \\\"updated\\\", \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 986|\\n 987|\\n 988|def create_candidate_split(conn: Connection, candidate_id: str, splits: list[dict[str, Any]]) -> dict[str, Any]:\\n 989| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 990| if not row:\\n 991| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 992| if not splits:\\n 993| raise HTTPException(status_code=422, detail=\\\"splits required\\\")\\n 994| ts = now()\\n 995| conn.execute(\\\"DELETE FROM budget_candidate_splits WHERE transaction_candidate_id=?\\\", (candidate_id,))\\n 996| for split in splits:\\n 997| amount = _decimal_text(split.get(\\\"amount_original\\\"))\\n 998| if not amount:\\n 999| raise HTTPException(status_code=422, detail=\\\"split amount required\\\")\\n 1000| conn.execute(\\\"INSERT INTO budget_candidate_splits(split_id, transaction_candidate_id, category_id, amount_original, notes, created_at, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?)\\\", (new_id(\\\"bcsplit\\\"), candidate_id, split.get(\\\"category_id\\\"), amount, split.get(\\\"notes\\\"), ts, ts))\\n 1001| conn.execute(\\\"UPDATE budget_transaction_candidates SET requires_review=1, status='needs_review', review_reason='split_pending_confirm', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, candidate_id))\\n 1002| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"split\\\", entity_type=\\\"budget_transaction_candidate_split\\\", entity_id=candidate_id, new_values={\\\"split_count\\\": len(splits)}, created_by=\\\"user\\\")\\n 1003| conn.commit()\\n 1004| return {\\\"status\\\": \\\"split_created\\\", \\\"entity_id\\\": candidate_id, \\\"split_count\\\": len(splits), \\\"audit_id\\\": audit_id}\\n 1005|\\n 1006|\\n 1007|def mark_candidate_type(conn: Connection, candidate_id: str, candidate_type: str, note: str | None = None) -> dict[str, Any]:\\n 1008| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 1009| if not row:\\n 1010| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 1011| allowed = {\\n 1012| \\\"transfer\\\": (\\\"transfer_candidate\\\", \\\"transfer_candidate\\\", \\\"user_marked_transfer\\\", \\\"mark_transfer\\\"),\\n 1013| \\\"investment_transfer\\\": (\\\"transfer_candidate\\\", \\\"investment_transfer\\\", \\\"user_marked_investment_transfer\\\", \\\"mark_investment_transfer\\\"),\\n 1014| \\\"credit_card_payment\\\": (\\\"transfer_candidate\\\", \\\"credit_card_payment\\\", \\\"user_marked_credit_card_payment\\\", \\\"mark_credit_card_payment\\\"),\\n 1015| }\\n 1016| if candidate_type not in allowed:\\n 1017| raise HTTPException(status_code=422, detail=\\\"unsupported candidate type\\\")\\n 1018| status, classification, reason, action = allowed[candidate_type]\\n 1019| ts = now()\\n 1020| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, classification=?, requires_review=1, review_reason=?, notes=COALESCE(?, notes), updated_at=? WHERE transaction_candidate_id=?\\\", (status, classification, reason, note, ts, candidate_id))\\n 1021| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=action, entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"], \\\"classification\\\": row[\\\"classification\\\"]}, new_values={\\\"status\\\": status, \\\"classification\\\": classification}, user_text_note=note, created_by=\\\"user\\\")\\n 1022| conn.commit()\\n 1023| return {\\\"status\\\": status, \\\"classification\\\": classification, \\\"entity_id\\\": candidate_id, \\\"audit_id\\\": audit_id}\\n 1024|\\n 1025|\\n 1026|def mark_candidate_transfer(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n 1027| return mark_candidate_type(conn, candidate_id, \\\"transfer\\\", note)\\n 1028|\\n 1029|\\n 1030|def bulk_update_transaction_candidate_category(conn: Connection, *, candidate_ids: list[str], category_id: str, note: str | None = None) -> dict[str, int]:\\n 1031| updated = skipped = 0\\n 1032| for cid in candidate_ids:\\n 1033| row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1034| if not row or row[\\\"status\\\"] == \\\"confirmed\\\":\\n 1035| skipped += 1\\n 1036| continue\\n 1037| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Bulk category assignment\\\")\\n 1038| updated += 1\\n 1039| return {\\\"updated_count\\\": updated, \\\"skipped_count\\\": skipped}\\n 1040|\\n 1041|\\n 1042|def _safe_auto_candidate_where() -> str:\\n 1043| return \\\"\\\"\\\"\\n 1044| status IN ('pending','auto_categorized')\\n 1045| AND COALESCE(requires_review, 0)=0\\n 1046| AND duplicate_of_transaction_id IS NULL\\n 1047| AND COALESCE(covered_by_source, '')=''\\n 1048| AND (\\n 1049| classification='subscription_auto'\\n 1050| OR classification IN ('migros_auto_under_threshold','migros_receipt_food_household')\\n 1051| OR classification='auto_transport'\\n 1052| )\\n 1053| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%galaxus%'\\n 1054| AND lower(COALESCE(description,'') || ' ' || COALESCE(merchant,'')) NOT LIKE '%digitec%'\\n 1055| \\\"\\\"\\\"\\n 1056|\\n 1057|\\n 1058|def preview_safe_auto_candidates(conn: Connection) -> dict[str, Any]:\\n 1059| rows = conn.execute(\\n 1060| f\\\"\\\"\\\"\\n 1061| SELECT classification, COUNT(*) AS count\\n 1062| FROM budget_transaction_candidates\\n 1063| WHERE {_safe_auto_candidate_where()}\\n 1064| GROUP BY classification\\n 1065| ORDER BY classification\\n 1066| \\\"\\\"\\\"\\n 1067| ).fetchall()\\n 1068| total = sum(int(r[\\\"count\\\"] or 0) for r in rows)\\n 1069| return {\\n 1070| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 1071| \\\"summary\\\": f\\\"{total} sichere Auto-Kandidaten bereit für Confirm\\\",\\n 1072| \\\"count\\\": total,\\n 1073| \\\"groups\\\": [row_to_dict(r) for r in rows],\\n 1074| \\\"warnings\\\": [\\\"Preview only: Confirm benötigt Zielkonto und bucht nur sichere Kandidaten.\\\"],\\n 1075| }\\n 1076|\\n 1077|\\n 1078|def batch_confirm_safe_candidates(conn: Connection, *, account_id: str, candidate_ids: list[str] | None = None) -> dict[str, int]:\\n 1079| if not account_id:\\n 1080| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 1081| allowed_rows = conn.execute(f\\\"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {_safe_auto_candidate_where()}\\\").fetchall()\\n 1082| allowed_ids = {str(r[\\\"transaction_candidate_id\\\"]) for r in allowed_rows}\\n 1083| requested_ids = set(candidate_ids or allowed_ids)\\n 1084| confirmed = skipped = 0\\n 1085| for cid in sorted(requested_ids):\\n 1086| if cid not in allowed_ids:\\n 1087| skipped += 1\\n 1088| continue\\n 1089| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id})\\n 1090| confirmed += 1\\n 1091| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_safe_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"batch\\\", new_values={\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}, created_by=\\\"user\\\")\\n 1092| conn.commit()\\n 1093| return {\\\"confirmed_count\\\": confirmed, \\\"skipped_count\\\": skipped}\\n 1094|\\n 1095|\\n 1096|def candidate_user_count_summary(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 1097| rows = conn.execute(\\n 1098| \\\"\\\"\\\"\\n 1099| SELECT status, classification, requires_review, duplicate_of_transaction_id\\n 1100| FROM budget_transaction_candidates\\n 1101| WHERE substr(COALESCE(transaction_date,''),1,4)=?\\n 1102| \\\"\\\"\\\",\\n 1103| (budget_year,),\\n 1104| ).fetchall()\\n 1105| def count(pred):\\n 1106| return sum(1 for r in rows if pred(r))\\n 1107| normal_open = lambda r: r[\\\"status\\\"] in USER_OPEN_STATUSES\\n 1108| duplicates = lambda r: r[\\\"status\\\"] in USER_DUPLICATE_STATUSES or bool(r[\\\"duplicate_of_transaction_id\\\"])\\n 1109| covered = lambda r: r[\\\"status\\\"] in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}\\n 1110| already = lambda r: r[\\\"status\\\"] in {\\\"already_processed\\\", \\\"auto_ignored_duplicate\\\"}\\n 1111| return {\\n 1112| \\\"open_total\\\": count(normal_open),\\n 1113| \\\"auto_categorized\\\": count(lambda r: r[\\\"status\\\"] in {\\\"pending\\\", \\\"auto_categorized\\\"} and not bool(r[\\\"requires_review\\\"])),\\n 1114| \\\"review_needed\\\": count(lambda r: normal_open(r) and bool(r[\\\"requires_review\\\"])),\\n 1115| \\\"galaxus_digitec\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"galaxus_review\\\"),\\n 1116| \\\"migros_over_50\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"migros_review_over_threshold\\\"),\\n 1117| \\\"covered_by_source\\\": count(covered),\\n 1118| \\\"covered_by_migros\\\": count(lambda r: r[\\\"status\\\"] == \\\"covered_by_migros\\\"),\\n 1119| \\\"unclear\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] in {\\\"admin_other\\\", \\\"unclear\\\", \\\"legacy_csv_seed\\\", \\\"card_uncategorized\\\"}),\\n 1120| \\\"possible_duplicates\\\": count(duplicates),\\n 1121| \\\"transfer_candidates\\\": count(lambda r: normal_open(r) and (r[\\\"status\\\"] == \\\"transfer_candidate\\\" or r[\\\"classification\\\"] == \\\"transfer_candidate\\\")),\\n 1122| \\\"income_candidates\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"income_candidate\\\"),\\n 1123| \\\"possible_income\\\": count(lambda r: normal_open(r) and r[\\\"classification\\\"] == \\\"possible_income\\\"),\\n 1124| \\\"already_processed\\\": count(already),\\n 1125| }\\n 1126|\\n 1127|\\n 1128|def review_candidate_summary(conn: Connection, *, budget_year: str = \\\"2026\\\") -> dict[str, int]:\\n 1129| return candidate_user_count_summary(conn, budget_year=budget_year)\\n 1130|\\n 1131|\\n 1132|BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n 1133|BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n 1134|\\n 1135|\\n 1136|def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n 1137| status = str(row[\\\"status\\\"] or \\\"\\\")\\n 1138| classification = str(row[\\\"classification\\\"] or \\\"\\\")\\n 1139| if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n 1140| return \\\"duplicate_candidate_blocked\\\"\\n 1141| if status in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}:\\n 1142| return status\\n 1143| if status in {\\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"confirmed\\\", \\\"ignored\\\"}:\\n 1144| return f\\\"not_confirmable:{status}\\\"\\n 1145| if status == \\\"transfer_candidate\\\" or \\\"transfer\\\" in classification:\\n 1146| return \\\"transfer_candidate_blocked\\\"\\n 1147| if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 1148| return \\\"outside_active_budget_year\\\"\\n 1149| if not row[\\\"proposed_category_id\\\"] and classification not in {\\\"income_candidate\\\", \\\"possible_income\\\"}:\\n 1150| return \\\"missing_category\\\"\\n 1151| if not row[\\\"transaction_date\\\"]:\\n 1152| return \\\"missing_transaction_date\\\"\\n 1153| if not row[\\\"amount_original\\\"]:\\n 1154| return \\\"missing_amount\\\"\\n 1155| if not row[\\\"currency_original\\\"]:\\n 1156| return \\\"missing_currency\\\"\\n 1157| return None\\n 1158|\\n 1159|\\n 1160|def _blocker_summary(conflicts: list[dict[str, Any]]) -> dict[str, int]:\\n 1161| def count(needle: str) -> int:\\n 1162| return sum(1 for c in conflicts if needle in str(c.get(\\\"reason\\\") or \\\"\\\"))\\n 1163| return {\\n 1164| \\\"duplicate_candidates\\\": count(\\\"duplicate\\\"),\\n 1165| \\\"covered_by_source\\\": count(\\\"covered_by_source\\\") + count(\\\"covered_by_migros\\\"),\\n 1166| \\\"transfer_candidates\\\": count(\\\"transfer\\\"),\\n 1167| \\\"without_category\\\": count(\\\"missing_category\\\"),\\n 1168| \\\"missing_required_fields\\\": count(\\\"missing_transaction_date\\\") + count(\\\"missing_amount\\\") + count(\\\"missing_currency\\\"),\\n 1169| \\\"not_confirmable\\\": count(\\\"not_confirmable\\\"),\\n 1170| }\\n 1171|\\n 1172|\\n 1173|def preview_batch_confirm_candidates(conn: Connection, *, candidate_ids: list[str], account_id: str, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 1174| rows = []\\n 1175| conflicts: list[dict[str, Any]] = []\\n 1176| categories: dict[str, int] = {}\\n 1177| sources: dict[str, int] = {}\\n 1178| possible_duplicates = 0\\n 1179| for cid in candidate_ids:\\n 1180| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1181| if not row:\\n 1182| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": \\\"missing\\\"}); continue\\n 1183| reason = _batch_confirm_block_reason(row, budget_year=budget_year)\\n 1184| if reason:\\n 1185| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": reason}); continue\\n 1186| try:\\n 1187| preview_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"category_id\\\": row[\\\"proposed_category_id\\\"], \\\"budget_year\\\": budget_year})\\n 1188| except Exception as exc:\\n 1189| conflicts.append({\\\"candidate_id\\\": cid, \\\"reason\\\": str(getattr(exc, \\\"detail\\\", str(exc)))}); continue\\n 1190| rows.append(row)\\n 1191| categories[str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\")] = categories.get(str(row[\\\"proposed_category_name\\\"] or \\\"Review nötig\\\"), 0) + 1\\n 1192| sources[str(row[\\\"source_type\\\"] or \\\"Quelle unbekannt\\\")] = sources.get(str(row[\\\"source_type\\\"] or \\\"Quelle unbekannt\\\"), 0) + 1\\n 1193| if row[\\\"duplicate_of_transaction_id\\\"]:\\n 1194| possible_duplicates += 1\\n 1195| if not rows and conflicts:\\n 1196| raise HTTPException(status_code=409, detail={\\\"message\\\": \\\"no confirmable candidates\\\", \\\"conflicts\\\": conflicts, \\\"blockers\\\": _blocker_summary(conflicts)})\\n 1197| preview_id = new_id(\\\"batchprev\\\")\\n 1198| blockers = _blocker_summary(conflicts)\\n 1199| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates_preview\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id, new_values={\\\"count\\\": len(rows), \\\"conflicts\\\": len(conflicts), \\\"categories\\\": categories, \\\"sources\\\": sources, \\\"blockers\\\": blockers}, created_by=\\\"user\\\")\\n 1200| conn.commit()\\n 1201| return {\\\"preview_id\\\": preview_id, \\\"count\\\": len(rows), \\\"categories\\\": categories, \\\"sources\\\": sources, \\\"possible_duplicates\\\": possible_duplicates, \\\"conflicts\\\": conflicts, \\\"blockers\\\": blockers, \\\"can_confirm\\\": len(conflicts) == 0 and len(rows) > 0, \\\"requires_explicit_confirm\\\": True}\\n 1202|\\n 1203|\\n 1204|def batch_mark_candidates(conn: Connection, *, candidate_ids: list[str], action: str, account_id: str | None = None, category_id: str | None = None, preview_id: str | None = None, note: str | None = None, budget_year: str = \\\"2026\\\") -> dict[str, Any]:\\n 1205| counts: dict[str, Any] = {\\\"updated_count\\\": 0, \\\"confirmed_count\\\": 0, \\\"ignored_count\\\": 0, \\\"reopened_count\\\": 0, \\\"transfer_count\\\": 0, \\\"covered_by_migros_count\\\": 0, \\\"skipped_count\\\": 0, \\\"errors\\\": []}\\n 1206| if action == \\\"confirm\\\" and not preview_id:\\n 1207| raise HTTPException(status_code=422, detail=\\\"batch confirm requires preview_id\\\")\\n 1208| for cid in candidate_ids:\\n 1209| try:\\n 1210| row_for_year = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1211| if not row_for_year:\\n 1212| raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 1213| if str(row_for_year[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(budget_year):\\n 1214| raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n 1215| if action == \\\"category\\\":\\n 1216| if row_for_year[\\\"status\\\"] in BLOCKED_BULK_EDIT_STATUSES:\\n 1217| raise HTTPException(status_code=409, detail=f\\\"candidate not editable:{row_for_year['status']}\\\")\\n 1218| if not category_id: raise HTTPException(status_code=422, detail=\\\"category_id required\\\")\\n 1219| update_transaction_candidate_category(conn, cid, category_id, note or \\\"Batch category assignment\\\"); counts[\\\"updated_count\\\"] += 1\\n 1220| elif action == \\\"confirm\\\":\\n 1221| reason = _batch_confirm_block_reason(row_for_year, budget_year=budget_year)\\n 1222| if reason:\\n 1223| raise HTTPException(status_code=409, detail=reason)\\n 1224| confirm_transaction_candidate(conn, cid, {\\\"account_id\\\": account_id, \\\"budget_year\\\": budget_year}); counts[\\\"confirmed_count\\\"] += 1\\n 1225| elif action == \\\"ignore\\\":\\n 1226| ignore_transaction_candidate(conn, cid, note or \\\"Batch ignore\\\"); counts[\\\"ignored_count\\\"] += 1\\n 1227| elif action == \\\"reopen\\\":\\n 1228| reopen_transaction_candidate(conn, cid, note or \\\"Batch reopen\\\"); counts[\\\"reopened_count\\\"] += 1\\n 1229| elif action == \\\"transfer\\\":\\n 1230| mark_candidate_transfer(conn, cid, note or \\\"Batch transfer\\\"); counts[\\\"transfer_count\\\"] += 1\\n 1231| elif action == \\\"covered_by_migros\\\":\\n 1232| ts = now(); row = conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (cid,)).fetchone()\\n 1233| if not row: raise HTTPException(status_code=404, detail=\\\"candidate not found\\\")\\n 1234| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='covered_by_migros', classification='covered_by_migros', covered_by_source='migros_csv', requires_review=0, review_reason='user_batch_marked_covered_by_migros', updated_at=? WHERE transaction_candidate_id=?\\\", (ts, cid))\\n 1235| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"mark_covered_by_migros\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=cid, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"covered_by_migros\\\"}, created_by=\\\"user\\\")\\n 1236| counts[\\\"covered_by_migros_count\\\"] += 1\\n 1237| else:\\n 1238| raise HTTPException(status_code=422, detail=\\\"invalid batch action\\\")\\n 1239| except Exception as exc:\\n 1240| counts[\\\"skipped_count\\\"] += 1\\n 1241| detail = getattr(exc, \\\"detail\\\", str(exc))\\n 1242| counts[\\\"errors\\\"].append({\\\"candidate_id\\\": cid, \\\"error\\\": str(detail)})\\n 1243| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"batch_confirm_candidates\\\" if action == \\\"confirm\\\" else f\\\"batch_{action}_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=preview_id or \\\"batch\\\", new_values=counts | {\\\"candidate_count\\\": len(candidate_ids)}, created_by=\\\"user\\\")\\n 1244| conn.commit()\\n 1245| return counts | {\\\"audit_id\\\": audit_id}\\n 1246|\\n 1247|\\n 1248|def confirm_candidate_split(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n 1249| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 1250| if not row:\\n 1251| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 1252| if row[\\\"status\\\"] in {\\\"confirmed\\\", \\\"ignored\\\", \\\"covered_by_migros\\\", \\\"superseded\\\"}:\\n 1253| raise HTTPException(status_code=409, detail=\\\"candidate is not splittable\\\")\\n 1254| splits = payload.get(\\\"splits\\\") or []\\n 1255| if not payload.get(\\\"account_id\\\"):\\n 1256| raise HTTPException(status_code=422, detail=\\\"account_id required\\\")\\n 1257|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": true, \"hint\": \"Use offset=1257 to continue reading (showing 927-1256 of 1575 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_e5JK7cTxuBfYpJje4KwjH6mt" }, { "role": "assistant", "content": "", "reasoning": "**Evaluating implementation issues**\n\nI’ve got a lot already implemented, but it seems the duplicate status lacks a specific “duplicate_blocked” feature. 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_account, food, income = setup_base(conn)\\n 38| samples = {\\n 39| \\\"visa_credit_card\\\": \\\"TransactionId,CardId,Date,ValutaDate,Amount,Currency,MerchantName,Details\\\\nT1,C1,2026-01-03,2026-01-04,-12.34,CHF,APPLE.COM,Bill\\\\n\\\",\\n 40| \\\"migros_receipts\\\": \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\",\\n 41| \\\"raiffeisen_bank\\\": \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\nCH00;2026-01-05;Lohn Marcel;123.45;1000;2026-01-05\\\\n\\\",\\n 42| \\\"akb_bank\\\": \\\"Buchung;Valuta;Buchungstext;Belastung;Gutschrift;Saldo CHF\\\\n05.01.2026;05.01.2026;Miete Verwaltung;88.00;;1000\\\\n\\\",\\n 43| }\\n 44| for profile, text in samples.items():\\n 45| result = import_budget_csv_text(conn, profile, text, source_file_label=f\\\"{profile}.csv\\\", dry_run=True, default_category_id=food, income_category_id=income)\\n 46| assert result[\\\"profile\\\"] == profile\\n 47| assert result[\\\"dry_run\\\"] is True\\n 48| assert result[\\\"parsed_rows\\\"] >= 1\\n 49| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates\\\").fetchone()[0] == 0\\n 50|\\n 51|\\n 52|def test_import_is_idempotent_and_marks_already_processed_rows() -> None:\\n 53| conn = db(); _account, food, _income = setup_base(conn)\\n 54| csv_text = \\\"TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\\\\nTID-1,CARD-1,2026-02-01,-10.00,CHF,Netflix,Subscription\\\\n\\\"\\n 55|\\n 56| first = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 57| second = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 58|\\n 59| assert first[\\\"candidate_count\\\"] == 1\\n 60| assert second[\\\"candidate_count\\\"] == 0\\n 61| assert second[\\\"already_processed_count\\\"] == 1\\n 62| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates\\\").fetchone()[0] == 1\\n 63|\\n 64|\\n 65|def test_import_marks_existing_confirmed_transaction_as_duplicate_existing() -> None:\\n 66| conn = db(); account, food, _income = setup_base(conn)\\n 67| confirm_budget_transaction(conn, {\\n 68| \\\"account_id\\\": account,\\n 69| \\\"transaction_type\\\": \\\"expense\\\",\\n 70| \\\"transaction_date\\\": \\\"2026-02-10\\\",\\n 71| \\\"description\\\": \\\"Manual Netflix\\\",\\n 72| \\\"amount_original\\\": \\\"10.00\\\",\\n 73| \\\"currency_original\\\": \\\"CHF\\\",\\n 74| \\\"category_id\\\": food,\\n 75| \\\"source_type\\\": \\\"manual\\\",\\n 76| })\\n 77| csv_text = \\\"TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\\\\nTID-2,CARD-1,2026-02-10,-10.00,CHF,Netflix,Subscription\\\\n\\\"\\n 78|\\n 79| result = import_budget_csv_text(conn, \\\"visa_credit_card\\\", csv_text, source_file_label=\\\"visa.csv\\\", dry_run=False, default_category_id=food)\\n 80| row = list_transaction_candidates(conn, tab=\\\"duplicates\\\", include_reference=True)[0]\\n 81|\\n 82| assert result[\\\"possible_duplicate_count\\\"] == 1\\n 83| assert row[\\\"status\\\"] == \\\"duplicate_candidate\\\"\\n 84|\\n 85|\\n 86|def test_bank_import_classifies_transfers_true_wealth_credit_card_payment_and_income() -> None:\\n 87| conn = db(); _account, _food, income = setup_base(conn)\\n 88| csv_text = \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\nCH1;2026-03-01;Übertrag an AKB eigenes Konto;-100.00;0;2026-03-01\\\\nCH1;2026-03-02;True Wealth Einzahlung;-200.00;0;2026-03-02\\\\nCH1;2026-03-03;VISA Kartenabrechnung;-300.00;0;2026-03-03\\\\nCH1;2026-03-04;Lohn Marcel;400.00;0;2026-03-04\\\\n\\\"\\n 89|\\n 90| result = import_budget_csv_text(conn, \\\"raiffeisen_bank\\\", csv_text, source_file_label=\\\"raiffeisen.csv\\\", dry_run=False, income_category_id=income)\\n 91| candidates = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 92| classifications = [c[\\\"classification\\\"] for c in candidates]\\n 93|\\n 94| assert result[\\\"transfer_candidate_count\\\"] >= 3\\n 95| assert \\\"transfer_candidate\\\" in classifications\\n 96| assert \\\"investment_transfer\\\" in classifications\\n 97| assert \\\"credit_card_payment\\\" in classifications\\n 98| assert \\\"income_candidate\\\" in classifications\\n 99| assert all(c[\\\"status\\\"] != \\\"confirmed\\\" for c in candidates)\\n 100|\\n 101|\\n 102|def test_migros_import_creates_one_receipt_candidate_and_detail_line_items() -> None:\\n 103| conn = db(); _account, food, _income = setup_base(conn)\\n 104| csv_text = \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\"\\n 105|\\n 106| result = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"migros.csv\\\", dry_run=False, default_category_id=food)\\n 107|\\n 108| assert result[\\\"candidate_count\\\"] == 1\\n 109| assert result[\\\"line_item_count\\\"] == 2\\n 110| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE source_type='migros_receipts'\\\").fetchone()[0] == 1\\n 111| assert conn.execute(\\\"SELECT COUNT(*) FROM budget_import_line_items\\\").fetchone()[0] == 2\\n 112|\\n 113|\\n 114|def test_bank_income_recognition_patterns_and_negative_guards() -> None:\\n 115| conn = db(); _account, _food, income = setup_base(conn)\\n 116| csv_text = \\\"IBAN;Booked At;Text;Credit/Debit Amount;Balance;Valuta Date\\\\n\\\" \\\\\\n 117| \\\"CH1;2026-04-01;ERNE AG Lohnzahlung;10.00;0;2026-04-01\\\\n\\\" \\\\\\n 118| \\\"CH1;2026-04-02;Musikschule Lohn Melanie;11.00;0;2026-04-02\\\\n\\\" \\\\\\n 119| \\\"CH1;2026-04-03;Gasser Bauunternehmen Salär;12.00;0;2026-04-03\\\\n\\\" \\\\\\n 120| \\\"CH1;2026-04-04;Bonus Gratifikation;13.00;0;2026-04-04\\\\n\\\" \\\\\\n 121| \\\"CH1;2026-04-05;Solarstrom Rückvergütung;14.00;0;2026-04-05\\\\n\\\" \\\\\\n 122| \\\"CH1;2026-04-06;AKB Umbuchung eigenes Konto;15.00;0;2026-04-06\\\\n\\\" \\\\\\n 123| \\\"CH1;2026-04-07;True Wealth Einzahlung;16.00;0;2026-04-07\\\\n\\\" \\\\\\n 124| \\\"CH1;2026-04-08;VISA Kartenabrechnung;17.00;0;2026-04-08\\\\n\\\"\\n 125| import_budget_csv_text(conn, \\\"raiffeisen_bank\\\", csv_text, source_file_label=\\\"raiffeisen.csv\\\", dry_run=False, income_category_id=income)\\n 126| rows = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 127| by_desc = {r[\\\"description\\\"]: r for r in rows}\\n 128| assert by_desc[\\\"ERNE AG Lohnzahlung\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 129| assert by_desc[\\\"Musikschule Lohn Melanie\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 130| assert by_desc[\\\"Gasser Bauunternehmen Salär\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 131| assert by_desc[\\\"Bonus Gratifikation\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 132| assert by_desc[\\\"Solarstrom Rückvergütung\\\"][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 133| assert by_desc[\\\"AKB Umbuchung eigenes Konto\\\"][\\\"classification\\\"] == \\\"transfer_candidate\\\"\\n 134| assert by_desc[\\\"True Wealth Einzahlung\\\"][\\\"classification\\\"] == \\\"investment_transfer\\\"\\n 135| assert by_desc[\\\"VISA Kartenabrechnung\\\"][\\\"classification\\\"] == \\\"credit_card_payment\\\"\\n 136|\\n 137|\\n 138|def test_reclassify_existing_akb_raiffeisen_candidates_without_confirming() -> None:\\n 139| conn = db(); account, _food, income = setup_base(conn)\\n 140| import_budget_csv_text(conn, \\\"akb_bank\\\", \\\"Buchung;Valuta;Buchungstext;Belastung;Gutschrift;Saldo CHF\\\\n01.04.2026;01.04.2026;ERNE Lohn;;10.00;0\\\\n02.04.2026;02.04.2026;AKB Raiffeisen Übertrag;;10.00;0\\\\n\\\", source_file_label=\\\"akb.csv\\\", dry_run=False, income_category_id=income)\\n 141| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='needs_review', classification='bank_review', proposed_category_id=NULL, proposed_category_name=NULL\\\")\\n 142| result = reclassify_bank_income_candidates(conn, budget_year=\\\"2026\\\")\\n 143| rows = list_transaction_candidates(conn, include_reference=True, sort_by=\\\"date\\\", sort_dir=\\\"asc\\\")\\n 144| assert result[\\\"updated_count\\\"] >= 2\\n 145| assert rows[0][\\\"classification\\\"] == \\\"income_candidate\\\"\\n 146| assert rows[0][\\\"status\\\"] == \\\"pending\\\"\\n 147| assert rows[1][\\\"classification\\\"] == \\\"transfer_candidate\\\"\\n 148| assert all(r[\\\"status\\\"] != \\\"confirmed\\\" for r in rows)\\n 149| confirmed = confirm_transaction_candidate(conn, rows[0][\\\"transaction_candidate_id\\\"], {\\\"account_id\\\": account, \\\"category_id\\\": income, \\\"transaction_type\\\": \\\"income\\\", \\\"budget_year\\\": \\\"2026\\\"})\\n 150| assert confirmed[\\\"status\\\"] == \\\"confirmed\\\"\\n 151| tx = conn.execute(\\\"SELECT transaction_type, source_type, source_candidate_id, status FROM budget_transactions WHERE budget_transaction_id=?\\\", (confirmed[\\\"entity_id\\\"],)).fetchone()\\n 152| assert dict(tx) == {\\\"transaction_type\\\": \\\"income\\\", \\\"source_type\\\": \\\"import_candidate\\\", \\\"source_candidate_id\\\": rows[0][\\\"transaction_candidate_id\\\"], \\\"status\\\": \\\"confirmed\\\"}\\n 153|\", \"total_lines\": 152, \"file_size\": 10092, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_VrmYocul2Dpahpb5Of5gTY4W" }, { "role": "assistant", "content": "", "reasoning": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!", "finish_reason": "tool_calls", "reasoning_content": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgI8SwYQ_lFLFefFYcWbzs2oR0UUfwF6X08ZOERnWNSUqAVNuqwMTxLtLRL62L6UiH9-p2NqDBin9Sy--Ji4hps6vt8ucfDb-IhMPEBNcK9jBrLVN4wp4PZ3yHCbdQ_tksqQD0Y7B_D5NDFBrL10eNvTcFhZ6sK1u7nB5SipjmraAa9J8qatpKI2mvSCQQR8EAwNCYiqbcn9FsSHRXED5TdHfc9jHQ3k_CgoGbGOwZ_gU97WZXIHVCwxQ4p2lNNTfDoV_wQKWT01RqyvggOJfVEbEexQsa2k3yfZOhnG7VzCfUev3fYtsbItcvR5fENmhjaLo_HVvbF3SPLYcYpx4jDWVWtyj6ejq_cxRtse4OBaVDR_2Rz92GWceoopFTDtwS5PbP74kzu8Lv85NR0E2afbsnSHyrq9eo_mv4FSYIUyL8Frm3VZ-jwj6Y8neik9CH1M0cu-ezVRmH86icV6TQTBRjSDgftzV14a28RGAgUpQE4uR7CxF4sJ5J-f6j78dF_X9sTqGio1bmTGx4wGGQcq9L4CYX5Lg2LvuofzoD2_pJCThZ8ft3mOJ0lx8HEUrIhA7T49cglizj2H4xARXsu0RyN2uuG4HsU2yLhTb2X-a8ExItgZnQpGnIntJrQkTxIz3Cc7ZidRsUiCVQcsuD4FgBLPRfPGzix27n-DkzxvFxdWUS9UZPRJvnB-58JRIInY5PG-I5IHNtlMWvpz4OtYAFc1KWFva8W2OTisQNuMc7cA_csqFwmnSKbigqnjpfTy8BNJmzN4Rb8fMshw0qXLm5hZ2CFgZ1braY8Si51AwbXiQ3liOtnScXrMJD167ISOeXFIS-TcEUeMwVC_O9TVPVkphO2qGYDiEiQjy503cnFp7Z3ooEn8SvMr3NHzf9w4Rjv_k4l8bt1dq4xhXYOiCaKAeevUYioHyulMDtvrEL_r_rzwALcwJBwLO7l7yQYqjIUTcIhDURk80MHLTcDK_XZPCqrKvpr3HQZkoiVySYydrsZa47pEtr7C7h4rtc3to30JJ10gUle_JJzc8jn2STEb34fxPx28Kgck40C5LvCgyUfy_OzkVvD6FKXCbjO1SKFmU7cyafjDPWhO_ukNxJrAkYQbVLdwHQTqN7euvR7fulOEarxlShqFPnMePdFW052WhTPm74_ebE0sTHDCr2VEgtICGLrKf10F3tNtqL873W1OaU89GSmwEAuGBIS8DndVuxSB-qoD_uRpYTSbgg==", "id": "rs_011cf4c4a2671bda016a0e0237c1708191a8af62ec50805f8b", "summary": [ { "type": "summary_text", "text": "**Planning tests for budget imports**\n\nI need to write tests for the budget imports, focusing on the `budget_csv_imports`, specifically using `source_type` as `migros_receipts`. I'll have to add the `duplicate_blocked` status, which might require minimal implementation. It’s important also to use the patch method here. I'll inspect the results of the `budget_csv_imports` to ensure the `migros` import is functioning as expected. Let's make sure everything is running smoothly!" } ] } ], "tool_calls": [ { "id": "call_OVLUZze7Fs6y2AeiyRjPsdzP", "call_id": "call_OVLUZze7Fs6y2AeiyRjPsdzP", "response_item_id": "fc_011cf4c4a2671bda016a0e023b9a788191ac4fb8af19c9ea3a", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('src/jarvis_finance/services/budget_csv_imports.py')\\nfor i,l in enumerate(p.read_text().splitlines(),1):\\n if 'migros' in l.lower() or 'seed_migros' in l: print(i,l[:180])\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"13 seed_migros_candidates_from_rows,\\n48 default_rules=(\\\"migros_covered_by_migros\\\", \\\"subscriptions_review\\\", \\\"galaxus_review\\\"),\\n50 \\\"migros_receipts\\\": ImportProfile(\\n51 name=\\\"migros_receipts\\\",\\n52 source_type=\\\"migros_receipts\\\",\\n53 filename_patterns=(\\\"migros\\\", \\\"cumulus\\\"),\\n107 return \\\"migros_receipts\\\"\\n169 seed = seed_credit_card_candidates_from_rows(conn, rows, source_file_label=source_file_label, subscription_category_id=default_category_id, migros_covered=True, candidate_s\\n170 elif profile.name == \\\"migros_receipts\\\":\\n171 seed = seed_migros_candidates_from_rows(conn, rows, source_file_label=source_file_label, auto_category_id=default_category_id, candidate_source_type=profile.source_type)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_OVLUZze7Fs6y2AeiyRjPsdzP" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_MzbHRTvycv0rCfW5ylZTW7JQ", "call_id": "call_MzbHRTvycv0rCfW5ylZTW7JQ", "response_item_id": "fc_011cf4c4a2671bda016a0e023fd6a081919eeabd95832ca978", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":210,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_csv_imports.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import csv\\n 4|from dataclasses import dataclass\\n 5|from io import StringIO\\n 6|from sqlite3 import Connection\\n 7|from typing import Any\\n 8|\\n 9|from jarvis_finance.services.budget_imports import (\\n 10| detect_duplicate_candidates,\\n 11| seed_bank_transfer_candidates_from_rows,\\n 12| seed_credit_card_candidates_from_rows,\\n 13| seed_migros_candidates_from_rows,\\n 14|)\\n 15|\\n 16|\\n 17|@dataclass(frozen=True)\\n 18|class ImportProfile:\\n 19| name: str\\n 20| source_type: str\\n 21| filename_patterns: tuple[str, ...]\\n 22| delimiter: str\\n 23| encoding: str\\n 24| date_columns: tuple[str, ...]\\n 25| booking_date_columns: tuple[str, ...]\\n 26| description_columns: tuple[str, ...]\\n 27| amount_columns: tuple[str, ...]\\n 28| currency_columns: tuple[str, ...]\\n 29| account_columns: tuple[str, ...]\\n 30| fingerprint_columns: tuple[str, ...]\\n 31| default_rules: tuple[str, ...]\\n 32|\\n 33|\\n 34|IMPORT_PROFILES: dict[str, ImportProfile] = {\\n 35| \\\"visa_credit_card\\\": ImportProfile(\\n 36| name=\\\"visa_credit_card\\\",\\n 37| source_type=\\\"visa_credit_card\\\",\\n 38| filename_patterns=(\\\"visa\\\", \\\"kreditkarte\\\", \\\"credit\\\", \\\"card\\\"),\\n 39| delimiter=\\\",\\\",\\n 40| encoding=\\\"utf-8-sig\\\",\\n 41| date_columns=(\\\"Date\\\", \\\"ValutaDate\\\"),\\n 42| booking_date_columns=(\\\"ValutaDate\\\",),\\n 43| description_columns=(\\\"MerchantName\\\", \\\"Details\\\", \\\"MerchantPlace\\\"),\\n 44| amount_columns=(\\\"Amount\\\",),\\n 45| currency_columns=(\\\"Currency\\\",),\\n 46| account_columns=(\\\"CardId\\\",),\\n 47| fingerprint_columns=(\\\"TransactionId\\\", \\\"CardId\\\", \\\"Date\\\", \\\"Amount\\\", \\\"Currency\\\", \\\"MerchantName\\\"),\\n 48| default_rules=(\\\"migros_covered_by_migros\\\", \\\"subscriptions_review\\\", \\\"galaxus_review\\\"),\\n 49| ),\\n 50| \\\"migros_receipts\\\": ImportProfile(\\n 51| name=\\\"migros_receipts\\\",\\n 52| source_type=\\\"migros_receipts\\\",\\n 53| filename_patterns=(\\\"migros\\\", \\\"cumulus\\\"),\\n 54| delimiter=\\\";\\\",\\n 55| encoding=\\\"utf-8-sig\\\",\\n 56| date_columns=(\\\"Datum\\\",),\\n 57| booking_date_columns=(\\\"Datum\\\", \\\"Zeit\\\"),\\n 58| description_columns=(\\\"Filiale\\\", \\\"Artikel\\\"),\\n 59| amount_columns=(\\\"Umsatz\\\",),\\n 60| currency_columns=(),\\n 61| account_columns=(\\\"Filiale\\\",),\\n 62| fingerprint_columns=(\\\"Datum\\\", \\\"Zeit\\\", \\\"Filiale\\\", \\\"Kassennummer\\\", \\\"Transaktionsnummer\\\"),\\n 63| default_rules=(\\\"receipt_level_candidate\\\", \\\"article_rows_detail_only\\\", \\\"food_household_default\\\"),\\n 64| ),\\n 65| \\\"raiffeisen_bank\\\": ImportProfile(\\n 66| name=\\\"raiffeisen_bank\\\",\\n 67| source_type=\\\"raiffeisen_bank\\\",\\n 68| filename_patterns=(\\\"raiffeisen\\\",),\\n 69| delimiter=\\\";\\\",\\n 70| encoding=\\\"cp1252\\\",\\n 71| date_columns=(\\\"Booked At\\\", \\\"Valuta Date\\\"),\\n 72| booking_date_columns=(\\\"Valuta Date\\\",),\\n 73| description_columns=(\\\"Text\\\",),\\n 74| amount_columns=(\\\"Credit/Debit Amount\\\",),\\n 75| currency_columns=(),\\n 76| account_columns=(\\\"IBAN\\\",),\\n 77| fingerprint_columns=(\\\"IBAN\\\", \\\"Booked At\\\", \\\"Text\\\", \\\"Credit/Debit Amount\\\", \\\"Valuta Date\\\"),\\n 78| default_rules=(\\\"income_detection\\\", \\\"internal_transfer_detection\\\", \\\"true_wealth_investment_transfer\\\", \\\"credit_card_payment\\\"),\\n 79| ),\\n 80| \\\"akb_bank\\\": ImportProfile(\\n 81| name=\\\"akb_bank\\\",\\n 82| source_type=\\\"akb_bank\\\",\\n 83| filename_patterns=(\\\"akb\\\", \\\"aargauische\\\", \\\"kantonalbank\\\"),\\n 84| delimiter=\\\";\\\",\\n 85| encoding=\\\"utf-8-sig\\\",\\n 86| date_columns=(\\\"Buchung\\\", \\\"Valuta\\\"),\\n 87| booking_date_columns=(\\\"Valuta\\\",),\\n 88| description_columns=(\\\"Buchungstext\\\",),\\n 89| amount_columns=(\\\"Belastung\\\", \\\"Gutschrift\\\"),\\n 90| currency_columns=(),\\n 91| account_columns=(),\\n 92| fingerprint_columns=(\\\"Buchung\\\", \\\"Valuta\\\", \\\"Buchungstext\\\", \\\"Belastung\\\", \\\"Gutschrift\\\"),\\n 93| default_rules=(\\\"income_detection\\\", \\\"internal_transfer_detection\\\", \\\"credit_card_payment\\\"),\\n 94| ),\\n 95|}\\n 96|\\n 97|\\n 98|def _norm(value: object) -> str:\\n 99| return str(value or \\\"\\\").strip().lower().replace(\\\"\\\\ufeff\\\", \\\"\\\")\\n 100|\\n 101|\\n 102|def detect_import_profile(columns: list[str]) -> str | None:\\n 103| normalized = {_norm(c) for c in columns}\\n 104| if {\\\"transactionid\\\", \\\"cardid\\\", \\\"date\\\", \\\"amount\\\", \\\"merchantname\\\"}.issubset(normalized):\\n 105| return \\\"visa_credit_card\\\"\\n 106| if {\\\"datum\\\", \\\"zeit\\\", \\\"filiale\\\", \\\"transaktionsnummer\\\", \\\"artikel\\\", \\\"umsatz\\\"}.issubset(normalized):\\n 107| return \\\"migros_receipts\\\"\\n 108| if {\\\"iban\\\", \\\"booked at\\\", \\\"text\\\", \\\"credit/debit amount\\\"}.issubset(normalized):\\n 109| return \\\"raiffeisen_bank\\\"\\n 110| if {\\\"buchung\\\", \\\"valuta\\\", \\\"buchungstext\\\", \\\"belastung\\\", \\\"gutschrift\\\"}.issubset(normalized):\\n 111| return \\\"akb_bank\\\"\\n 112| return None\\n 113|\\n 114|\\n 115|def parse_budget_csv_text(csv_text: str, profile_name: str | None = None) -> dict[str, Any]:\\n 116| sample = csv_text[:8192]\\n 117| delimiter = IMPORT_PROFILES.get(profile_name or \\\"\\\", ImportProfile(\\\"\\\", \\\"\\\", (), \\\";\\\", \\\"utf-8\\\", (), (), (), (), (), (), (), ())).delimiter\\n 118| try:\\n 119| delimiter = csv.Sniffer().sniff(sample, delimiters=\\\";,\\\\t|\\\").delimiter\\n 120| except csv.Error:\\n 121| pass\\n 122| reader = csv.DictReader(StringIO(csv_text), delimiter=delimiter)\\n 123| rows = [dict(r) for r in reader]\\n 124| columns = reader.fieldnames or []\\n 125| detected = profile_name or detect_import_profile(list(columns))\\n 126| if detected is None:\\n 127| raise ValueError(\\\"unsupported budget CSV profile\\\")\\n 128| return {\\\"profile\\\": detected, \\\"delimiter\\\": delimiter, \\\"columns\\\": columns, \\\"rows\\\": rows}\\n 129|\\n 130|\\n 131|def import_profile_specs() -> list[dict[str, Any]]:\\n 132| return [p.__dict__ for p in IMPORT_PROFILES.values()]\\n 133|\\n 134|\\n 135|def _existing_fingerprints(conn: Connection) -> set[str]:\\n 136| return {str(r[\\\"raw_fingerprint\\\"]) for r in conn.execute(\\\"SELECT raw_fingerprint FROM budget_transaction_candidates WHERE raw_fingerprint IS NOT NULL\\\").fetchall()}\\n 137|\\n 138|\\n 139|def _result(profile: str, dry_run: bool, parsed_rows: int, seed_result: dict[str, Any] | None = None, already: int = 0) -> dict[str, Any]:\\n 140| base = {\\\"profile\\\": profile, \\\"dry_run\\\": dry_run, \\\"parsed_rows\\\": parsed_rows, \\\"already_processed_count\\\": already}\\n 141| if seed_result:\\n 142| base.update(seed_result)\\n 143| base.setdefault(\\\"candidate_count\\\", 0)\\n 144| base.setdefault(\\\"possible_duplicate_count\\\", 0)\\n 145| base.setdefault(\\\"transfer_candidate_count\\\", 0)\\n 146| base.setdefault(\\\"income_candidate_count\\\", 0)\\n 147| base.setdefault(\\\"line_item_count\\\", 0)\\n 148| return base\\n 149|\\n 150|\\n 151|def import_budget_csv_text(\\n 152| conn: Connection,\\n 153| profile_name: str,\\n 154| csv_text: str,\\n 155| *,\\n 156| source_file_label: str,\\n 157| dry_run: bool = True,\\n 158| default_category_id: str | None = None,\\n 159| income_category_id: str | None = None,\\n 160|) -> dict[str, Any]:\\n 161| parsed = parse_budget_csv_text(csv_text, profile_name)\\n 162| profile = IMPORT_PROFILES[parsed[\\\"profile\\\"]]\\n 163| rows = parsed[\\\"rows\\\"]\\n 164| if dry_run:\\n 165| return _result(profile.name, True, len(rows), {\\\"would_create_candidate_count\\\": len(rows)})\\n 166|\\n 167| before = _existing_fingerprints(conn)\\n 168| if profile.name == \\\"visa_credit_card\\\":\\n 169| seed = seed_credit_card_candidates_from_rows(conn, rows, source_file_label=source_file_label, subscription_category_id=default_category_id, migros_covered=True, candidate_source_type=profile.source_type)\\n 170| elif profile.name == \\\"migros_receipts\\\":\\n 171| seed = seed_migros_candidates_from_rows(conn, rows, source_file_label=source_file_label, auto_category_id=default_category_id, candidate_source_type=profile.source_type)\\n 172| elif profile.name in {\\\"raiffeisen_bank\\\", \\\"akb_bank\\\"}:\\n 173| seed = seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=source_file_label, income_category_id=income_category_id, candidate_source_type=profile.source_type)\\n 174| else: # pragma: no cover - guarded by profile map\\n 175| raise ValueError(f\\\"unsupported profile {profile.name}\\\")\\n 176|\\n 177| duplicate_result = detect_duplicate_candidates(conn)\\n 178| after = _existing_fingerprints(conn)\\n 179| already = max(0, len(before) + len(rows) - len(after))\\n 180| if duplicate_result.get(\\\"duplicate_count\\\"):\\n 181| seed[\\\"possible_duplicate_count\\\"] = max(int(seed.get(\\\"possible_duplicate_count\\\") or 0), int(duplicate_result[\\\"duplicate_count\\\"]))\\n 182| return _result(profile.name, False, len(rows), seed, already=already)\\n 183|\", \"total_lines\": 182, \"file_size\": 7797, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_MzbHRTvycv0rCfW5ylZTW7JQ" }, { "role": "user", "content": "[Your active task list was preserved across context compression]\n- [>] dup-0. Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren (in_progress)\n- [ ] dup-1. RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen (pending)\n- [ ] dup-2. Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren (pending)\n- [ ] dup-3. Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen (pending)\n- [ ] dup-4. Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen (pending)\n- [ ] dup-5. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity (pending)\n- [ ] dup-6. Commit, Push, Remote-Hash, Abschlussbericht (pending)" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgLBx8o0UzVP42GutN8MoMNM_5ok3nIXSTQP7IAwiw0IVNEUdmgeCpaV4HKUFp3muQcCcJa7s8bDAdU0mVDDqCpoozTqScvtqQzrlN64wqZHezcK3c5ODcn481xkutAwVtdxsr7EfZ1rMygr22XeAHs27w8_TPxzL26Y4XKjkX8QImSA2VmJqdEuKE_m4_PEyFE0_y1CQz_s9IkS9Xajz2c_jLNFBCi-6mFSANBZlnc7tTSMkoB8OF1LeX8MYBOubOVUd_PiBge_cOWqXQK6tKAxSJHYc8BZuyC2klEHQqWe1keOEUyOmwKb0qzlh3t5pIzRrluf6BEakyHbvWRzOSCs8iRZ-1cDu9KJpkybesxuVqOeDatPU7036si_CNHFoTgFKSvjaawS1V_Lnnw236Ey87cEbc_7gzpwzWM2QcF-jTnPoLogLuyGO1Xnli8KIDU5NhSd51r2b-mTLKdylUca3j5BLIpvABxEMZgJ0SdypvUrPCNKndxw68FrivrIBgpCocg0k_241uttICbzKBdqOoa7-OiAR96mm5WfJD2oIOPdkhvRkuWpAWA0wQjbVTQInpjkiBqH1GTDxBJJXmNf4Mekpl9VUDRdZbjlvrxUqHaJUkT3C0rTg8QrQplRO-EYKqIrcWMQXXlY9nPD3gm9kHZTa95_hbqnZcREh6uhNNTz7WRzk1uS9EkaBT850UnEWoh9_e-W0nzeiykwEuVdhidA8suP3PtYrfe0K51MXllwJoipTU55SO5Gz0r8M_DNhKdlYLBOgjAmIL5IyWRsltAmU2whLvmbArIKEmkMZxOcXzmTxHPi-_iXjGfBSEWRat1fDNscDj9WgyfkAAivx9EeZ7fzw4hdOVvcK9m-NldIP4jySI3lPwX2J6c-CIoIWW0_PeM820AYH9UfGW_mi3_F_HiwPdeT2YGQf9fnPBYi7IjLbb-nKKfMuMxBaxpBeK8y_uDIHllgbayCZJETfcLzbFIuSIXa4pcJDLcf9ax9z8wK9z75WwOeD9x-rMntMowghpM7crshj4x9thhZgfuTINjb2-njG0EnVfb5FaU=", "id": "rs_011cf4c4a2671bda016a0e02be1a148191a57119e9274d60a3", "summary": [] } ], "tool_calls": [ { "id": "call_yzkfvqcN4khKQYjUPJXKX8XG", "call_id": "call_yzkfvqcN4khKQYjUPJXKX8XG", "response_item_id": "fc_011cf4c4a2671bda016a0e02c131808191bb39a236a04159b9", "type": "function", "function": { "name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"id\":\"dup-0\",\"content\":\"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\",\"status\":\"in_progress\"}]}" } } ] }, { "role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"dup-0\", \"content\": \"Arbeitsbasis prüfen; relevante Budget-Import-/Review-/Confirm-Services und UI inventarisieren\", \"status\": \"in_progress\"}, {\"id\": \"dup-1\", \"content\": \"RED-Tests für Duplicate-Filter, Migros receipt_key/Fingerprint, Confirm Guard, Batch Guard, UI Duplikat-Tab schreiben und failen sehen\", \"status\": \"pending\"}, {\"id\": \"dup-2\", \"content\": \"Backend: Duplicate-Statuslogik, normaler Review-Filter, Confirm-/Batch-Guard, Override-Endpoint mit Begründung/Audit implementieren\", \"status\": \"pending\"}, {\"id\": \"dup-3\", \"content\": \"Frontend: Review-Liste ohne Duplikate, Duplikat-Tab/Badges/disabled Confirm/Fehlerliste umsetzen\", \"status\": \"pending\"}, {\"id\": \"dup-4\", \"content\": \"Runtime: Backup, Dry Run, Duplikate auditierbar markieren, keine produktiven Buchungen erzeugen\", \"status\": \"pending\"}, {\"id\": \"dup-5\", \"content\": \"Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check, Browser Sanity\", \"status\": \"pending\"}, {\"id\": \"dup-6\", \"content\": \"Commit, Push, Remote-Hash, Abschlussbericht\", \"status\": \"pending\"}], \"summary\": {\"total\": 7, \"pending\": 6, \"in_progress\": 1, \"completed\": 0, \"cancelled\": 0}}", "tool_call_id": "call_yzkfvqcN4khKQYjUPJXKX8XG" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_Vgfj1Noo2plqQfQ6okVu04pa", "call_id": "call_Vgfj1Noo2plqQfQ6okVu04pa", "response_item_id": "fc_011cf4c4a2671bda016a0e02c3be0081918015d5b561ed82a4", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git status --short --branch && python - <<'PY'\\nfrom pathlib import Path\\nfor path in ['src/jarvis_finance/services/budget_imports.py','src/jarvis_finance/services/budget_csv_imports.py','frontend/src/api/budget.ts','frontend/src/stores/budgetReviewStore.ts']:\\n print('\\\\n---',path)\\n p=Path(path)\\n print(p.exists(), p.stat().st_size if p.exists() else '')\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"## main...origin/main\\n\\n--- src/jarvis_finance/services/budget_imports.py\\nTrue 107661\\n\\n--- src/jarvis_finance/services/budget_csv_imports.py\\nTrue 7797\\n\\n--- frontend/src/api/budget.ts\\nTrue 39825\\n\\n--- frontend/src/stores/budgetReviewStore.ts\\nTrue 1543\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_Vgfj1Noo2plqQfQ6okVu04pa" }, { "role": "assistant", "content": "", "reasoning": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off.", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgLMUKoHeP0U1UwtTVwDO7pwlfvCqEMcwt2YpheuS79odilvttdpGEZHNFNg8PDROFAp1FyVBI24NdgN41hEtYTH0qCT1VqkUI9gYWf3huViijhK2q7gmfcjQqu_pCG7yEbspYpjlCtbNDnfzOhEP2nEhY_OSQCcsXcigCcVnEYW1njwAHJETJRBVqq_RDWA7AlGCIc2qP5zm1CfwboGV5n6jK8jHA_C4HKoqsJCAqZeiT2VTRBFb-ct7n0dB-1iVlPb_odn19MmSU0yBiy7CFXclAzCz5Sg6wF3nHLAnjC4NVzTGEmCr7Pdkxdc9ABRUxNufiOV5TLqTRRoapPKLS9VvWkzhZAfH_GHwlBXa3NQtEc4q1UFIsgFfqCz64gEYq41OCZKGWgLOFNAx-hfwCCig-yPW99M29E8XrEO_kd_mU6Dg7Mv4rcR1rYHy4PE1IDeBc3IdFTUwJKb1UdvUiYOQEgOXt9eSURNI3y2boFVDSmeeU1ORUr0gjfW8QBJd0qDVN8J5YT387_xzuwYI05CZNrAS76XnTkvfoHSYAslPL0SXl3kxm8x7AcZi63gS3jsK-MShktZ3onhzKUi2omhkhTRj3WoEIEYhB8d2OzEcQTeA-Sk6K87fbpiByNGMlFrIyvffiPqFG000n7i0M8Gcwi4PKPjLK2ciDwlxpIxH2Lf5EfjRyEXoGWUvyaPjko2vEKPfdVW5B_6xS0RopNvxWCpVEEvjWGH67oluLkeGL0Lh5TdXB-r5NHnKKPgCzBYWkMwRO65bQN4x9mBP7XwmwkZg-9zfKmGdg0nuNwf9dO25AG6BiTV5MPohzVJSVcXc4zHUJghNzr3VbukB_6HKrnvpttmqGhbr7GSNUspU2O7co0QW_ee_SXiluP5ZN6PUcojd9H8jg7VV-Lz4bgQHeodTPLLgZV48L0GNedp2UKaMLBjylC_Yt382Y8A2WkUJr8alPqfsY1YB86jwsytoW-24wxcyY8lKcU9R4h3wdg5IWPe9GCSa3PCydOnjN02_bmOfgWTj12rIvxa_2DalA==", "id": "rs_011cf4c4a2671bda016a0e02c866648191ab5c362388765494", "summary": [ { "type": "summary_text", "text": "**Inspecting API routes**\n\nOkay, I should check the status to ensure no hash is present. I’m thinking I also need to inspect the API routes related to the candidates. Making sure everything is clean is crucial, so I’ll carefully look through the routes to maintain functionality. Let’s not overlook any details here; thorough inspection is key! Once I gather my findings, I can adjust or document anything that seems off." } ] } ], "tool_calls": [ { "id": "call_0miS2nHyZQpsgvDt0uPIvMnP", "call_id": "call_0miS2nHyZQpsgvDt0uPIvMnP", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac0c8191be4a73989a25324c", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\",\"offset\":300,\"limit\":220}" } }, { "id": "call_dL7HxRS9hWCTxqknXbXWsY4g", "call_id": "call_dL7HxRS9hWCTxqknXbXWsY4g", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac248191be888a2c86954a97", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\",\"offset\":1,\"limit\":260}" } }, { "id": "call_VqJXzlOoIVdPOzRTk0hDqySq", "call_id": "call_VqJXzlOoIVdPOzRTk0hDqySq", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac2c819191aa927e036291fa", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/stores/budgetReviewStore.ts\",\"offset\":1,\"limit\":220}" } }, { "id": "call_AfjsPsWixQOWnoj4JVTmafWz", "call_id": "call_AfjsPsWixQOWnoj4JVTmafWz", "response_item_id": "fc_011cf4c4a2671bda016a0e02ccac3881918f2a6a4a82c2b07d", "type": "function", "function": { "name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src\",\"target\":\"content\",\"pattern\":\"BudgetImportReviewPage|duplicate_candidate|canForceConfirmDuplicate|Mögliche Duplikate\",\"limit\":80}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 300|def budget_planning_category_preview(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 301| return preview_category_budget_values(conn, category_id, payload)\\n 302|\\n 303|\\n 304|@router.post(\\\"/planning/categories/{category_id}/confirm\\\")\\n 305|def budget_planning_category_confirm(category_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 306| return confirm_category_budget_values(conn, category_id, payload)\\n 307|\\n 308|\\n 309|@router.get(\\\"/planning/categories/{category_id}/audit\\\")\\n 310|def budget_planning_category_audit(category_id: str, limit: int = 25, conn: Connection = Depends(get_db)):\\n 311| return get_budget_planning_audit_timeline(conn, category_id, limit=limit)\\n 312|\\n 313|\\n 314|@router.post(\\\"/planning/batch/preview\\\")\\n 315|def budget_planning_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 316| return preview_budget_planning_batch(conn, payload)\\n 317|\\n 318|\\n 319|@router.post(\\\"/planning/batch/confirm\\\")\\n 320|def budget_planning_batch_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 321| return confirm_budget_planning_batch(conn, payload)\\n 322|\\n 323|\\n 324|@router.post(\\\"/planning/excel-template/preview\\\")\\n 325|def budget_planning_excel_template_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 326| return preview_budget_planning_excel_template(conn, payload or {})\\n 327|\\n 328|\\n 329|@router.get(\\\"/recurring\\\")\\n 330|def recurring_dashboard(today: str | None = None, conn: Connection = Depends(get_db)):\\n 331| return get_recurring_dashboard(conn, today=today)\\n 332|\\n 333|\\n 334|@router.post(\\\"/recurring/detect\\\")\\n 335|def recurring_detect(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 336| return detect_recurring_payment_candidates(conn, today=(payload or {}).get(\\\"today\\\"))\\n 337|\\n 338|\\n 339|@router.post(\\\"/recurring/manual/preview\\\")\\n 340|def recurring_manual_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 341| return preview_manual_recurring_payment(conn, payload)\\n 342|\\n 343|\\n 344|@router.post(\\\"/recurring/manual/confirm\\\")\\n 345|def recurring_manual_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 346| return confirm_manual_recurring_payment(conn, payload)\\n 347|\\n 348|\\n 349|@router.post(\\\"/recurring/candidates/{candidate_id}/preview\\\")\\n 350|def recurring_candidate_preview(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 351| return preview_recurring_candidate_action(conn, candidate_id, payload)\\n 352|\\n 353|\\n 354|@router.post(\\\"/recurring/candidates/{candidate_id}/confirm\\\")\\n 355|def recurring_candidate_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 356| body = dict(payload); body.setdefault(\\\"candidate_id\\\", candidate_id)\\n 357| return confirm_recurring_candidate_action(conn, body)\\n 358|\\n 359|\\n 360|@router.post(\\\"/recurring/{recurring_id}/archive\\\")\\n 361|def recurring_archive(recurring_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 362| return archive_recurring_payment(conn, recurring_id, payload or {})\\n 363|\\n 364|\\n 365|@router.get(\\\"/dashboard/cockpit\\\")\\n 366|def dashboard_cockpit(month: str = \\\"2026-05\\\", conn: Connection = Depends(get_db)):\\n 367| return get_budget_dashboard_cockpit(conn, month=month)\\n 368|\\n 369|\\n 370|@router.get(\\\"/analysis/budget-vs-actual\\\")\\n 371|def budget_vs_actual_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 372| return get_budget_vs_actual_analysis(conn, year=year)\\n 373|\\n 374|\\n 375|@router.get(\\\"/overview\\\")\\n 376|def overview(month: str | None = None, conn: Connection = Depends(get_db)):\\n 377| return get_budget_overview(conn, month)\\n 378|\\n 379|\\n 380|@router.get(\\\"/status/categories\\\")\\n 381|def category_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 382| return get_budget_status_by_category(conn, year=year)\\n 383|\\n 384|\\n 385|@router.get(\\\"/status/categories/{category_id}/months/{month}\\\")\\n 386|def category_month_detail(category_id: str, month: str, conn: Connection = Depends(get_db)):\\n 387| return get_category_month_detail(conn, category_id=category_id, month=month)\\n 388|\\n 389|\\n 390|@router.get(\\\"/charts\\\")\\n 391|def budget_charts(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 392| return get_budget_charts_2026(conn, year=year)\\n 393|\\n 394|\\n 395|@router.get(\\\"/analysis/categories\\\")\\n 396|def category_analysis(year: str = \\\"2026\\\", month: str | None = None, tx_type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n 397| return get_category_analysis_v2(conn, year=year, month=month, tx_type=tx_type)\\n 398|\\n 399|\\n 400|@router.get(\\\"/analysis/data-explorer\\\")\\n 401|def data_explorer(\\n 402| year: str = \\\"2026\\\",\\n 403| month: str = \\\"\\\",\\n 404| date_from: str = \\\"\\\",\\n 405| date_to: str = \\\"\\\",\\n 406| type: str = \\\"both\\\",\\n 407| category_id: str = \\\"\\\",\\n 408| merchant: str = \\\"\\\",\\n 409| account_id: str = \\\"\\\",\\n 410| source_type: str = \\\"\\\",\\n 411| tag: str = \\\"\\\",\\n 412| amount_min: str = \\\"\\\",\\n 413| amount_max: str = \\\"\\\",\\n 414| search: str = \\\"\\\",\\n 415| recurring_type: str = \\\"\\\",\\n 416| conn: Connection = Depends(get_db),\\n 417|):\\n 418| return get_budget_data_explorer(conn, year=year, month=month, date_from=date_from, date_to=date_to, type=type, category_id=category_id, merchant=merchant, account_id=account_id, source_type=source_type, tag=tag, amount_min=amount_min, amount_max=amount_max, search=search, recurring_type=recurring_type)\\n 419|\\n 420|\\n 421|@router.get(\\\"/analysis/merchants\\\")\\n 422|def merchant_analysis(year: str = \\\"2026\\\", month: str = \\\"\\\", merchant: str = \\\"\\\", type: str = \\\"expense\\\", conn: Connection = Depends(get_db)):\\n 423| return get_merchant_analysis(conn, year=year, month=month, merchant=merchant, type=type)\\n 424|\\n 425|\\n 426|@router.get(\\\"/analysis/budget-deviations\\\")\\n 427|def budget_deviation_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 428| return get_budget_deviation_analysis(conn, year=year)\\n 429|\\n 430|\\n 431|@router.get(\\\"/analysis/monthly\\\")\\n 432|def monthly_analysis(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 433| return get_monthly_comparison(conn, year=year)\\n 434|\\n 435|\\n 436|@router.get(\\\"/analysis/monthly-comparison\\\")\\n 437|def monthly_comparison(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 438| return get_monthly_comparison(conn, year=year)\\n 439|\\n 440|\\n 441|@router.get(\\\"/income/status\\\")\\n 442|def income_budget_status(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 443| return get_income_status(conn, year=year)\\n 444|\\n 445|\\n 446|@router.get(\\\"/income/plans\\\")\\n 447|def income_plans(year: str = \\\"2026\\\", include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 448| return list_income_plan_items(conn, year=year, include_archived=include_archived)\\n 449|\\n 450|\\n 451|@router.get(\\\"/income/seed-candidates\\\")\\n 452|def income_seed_candidates(year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 453| return list_income_seed_candidates(conn, year=year)\\n 454|\\n 455|\\n 456|@router.post(\\\"/income/plans/preview\\\")\\n 457|def income_plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 458| return create_budget_plan_item_preview(conn, payload)\\n 459|\\n 460|\\n 461|@router.post(\\\"/income/plans/confirm\\\")\\n 462|def income_plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 463| return confirm_budget_plan_item(conn, payload)\\n 464|\\n 465|\\n 466|@router.post(\\\"/income/templates/preview\\\")\\n 467|def income_templates_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 468| return preview_income_plan_templates(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 469|\\n 470|\\n 471|@router.post(\\\"/income/templates/confirm\\\")\\n 472|def income_templates_confirm(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 473| return confirm_income_plan_templates(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 474|\\n 475|\\n 476|@router.post(\\\"/income/plans/{plan_item_id}/update/preview\\\")\\n 477|def income_plans_update_preview(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 478| return preview_update_income_plan_item(conn, plan_item_id, payload)\\n 479|\\n 480|\\n 481|@router.post(\\\"/income/plans/{plan_item_id}/update/confirm\\\")\\n 482|def income_plans_update_confirm(plan_item_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 483| return confirm_update_income_plan_item(conn, plan_item_id, payload)\\n 484|\\n 485|\\n 486|@router.post(\\\"/income/plans/{plan_item_id}/archive\\\")\\n 487|def income_plans_archive(plan_item_id: str, conn: Connection = Depends(get_db)):\\n 488| return archive_budget_plan_item(conn, plan_item_id)\\n 489|\\n 490|\\n 491|@router.post(\\\"/income/plans/reorder\\\")\\n 492|def income_plans_reorder(payload: dict, conn: Connection = Depends(get_db)):\\n 493| return reorder_income_plan_items(conn, payload.get(\\\"plan_item_ids\\\") or [], year=str(payload.get(\\\"year\\\") or \\\"2026\\\"))\\n 494|\\n 495|\\n 496|@router.get(\\\"/monthly-summary\\\")\\n 497|def monthly_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 498| return get_monthly_summary(conn, month)\\n 499|\\n 500|\\n 501|@router.get(\\\"/categories/summary\\\")\\n 502|def categories_summary(month: str | None = None, conn: Connection = Depends(get_db)):\\n 503| return get_category_summary(conn, month)\\n 504|\\n 505|\\n 506|@router.get(\\\"/accounts\\\")\\n 507|def accounts(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 508| return list_budget_accounts(conn, include_archived=include_archived)\\n 509|\\n 510|\\n 511|@router.post(\\\"/accounts/preview\\\")\\n 512|def accounts_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 513| return create_budget_account_preview(conn, payload)\\n 514|\\n 515|\\n 516|@router.post(\\\"/accounts/confirm\\\")\\n 517|def accounts_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 518| return confirm_create_budget_account(conn, payload)\\n 519|\\n 520|\", \"total_lines\": 958, \"file_size\": 44886, \"truncated\": true, \"hint\": \"Use offset=520 to continue reading (showing 300-519 of 958 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_0miS2nHyZQpsgvDt0uPIvMnP" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|import { apiGet, apiPost } from './client'\\n 2|\\n 3|export type BudgetAccount = { budget_account_id: string; name: string; account_type: string; currency: string; is_active: boolean; linked_account_id?: string | null; archived_at?: string | null; notes?: string | null }\\n 4|export type BudgetCategory = { category_id: string; parent_category_id?: string | null; name: string; category_type: string; is_active: boolean; sort_order?: number; color?: string | null; icon?: string | null; transaction_count?: number; expense_sum_chf?: string | number; active_plan_count?: number; merchant_count?: number; rule_count?: number; children?: BudgetCategory[] }\\n 5|export type BudgetTag = { tag_id: string; name: string; color?: string | null; is_active: boolean }\\n 6|export type BudgetTransaction = { budget_transaction_id: string; account_id?: string; account_name?: string; category_id?: string | null; category_name?: string | null; category_icon?: string | null; category_color?: string | null; transaction_date: string; transaction_date_group?: string; transaction_type: string; description: string; payee?: string | null; merchant_display_name?: string | null; amount_original: string; currency_original: string; amount_chf?: string | null; fx_status?: string; source_type?: string; source_candidate_id?: string | null; status: string; tag_names?: string[]; line_item_count?: number; article_rows_detail_only?: boolean }\\n 7|export type BudgetTransfer = { transfer_id: string; transaction_date: string; from_account_id: string; to_account_id: string; from_account_name: string; to_account_name: string; description: string; amount_original: string; currency_original: string; transfer_type: string; status: string; notes?: string | null }\\n 8|export type BudgetMonthlyAnalysis = { month: string; month_label: string; actual_chf: string; budget_chf: string; difference_chf: string; status: string; bar_color: 'green' | 'yellow' | 'red' | 'slate' | string }\\n 9|export type BudgetMonthDetail = { category_id: string; category: string; category_type: string; month: string; budget_month: string; actual_chf: string; difference_chf: string; difference_percent: string; status: string; bar_color: string; breakdown_mode: string; breakdown: Array<{ label: string; amount_chf: string; share_percent: string }>; transactions: BudgetTransaction[]; expense_filter_url: string }\\n 10|export type BudgetPlanningRow = { category_id: string; category: string; category_type: string; budget_month_chf?: string | null; budget_year_chf?: string | null; budget_cadence?: string | null; has_budget: boolean; actual_current_month_chf: string; actual_months_2026: Record; actual_year_to_date_chf: string; actual_avg_month_chf: string; linear_forecast_chf: string; budget_adjusted_forecast_chf: string; forecast_year_chf: string; previous_year_months: Record; previous_year_total_chf: string; previous_year_monthly_average_chf: string; has_previous_year: boolean; actual_vs_budget_chf: string; forecast_vs_budget_chf: string; current_month_vs_budget_chf: string; current_month_vs_previous_year_chf: string; ytd_vs_previous_year_chf: string; forecast_vs_previous_year_chf: string; status: string; status_color: string; plausibility_checks?: Array<{ severity: string; code: string; message: string }>; data_explorer_url: string; effective_expenses_url: string; monthly_detail_url: string; monthly_chart: Array<{ month: string; actual_2026_chf: string; budget_chf: string; actual_2025_chf: string; deviation_chf: string }> }\\n 11|export type BudgetPlanningMatrix = { purpose: 'budget_planning_forecast_v1'; year: string; previous_year: string; current_month: string; forecast_method: string; forecast_method_help?: Record; rows: BudgetPlanningRow[]; categories_without_budget: string[]; categories_without_previous_year: string[]; categories_with_actuals_without_budget: string[]; categories_with_budget_without_actuals: string[]; categories_with_previous_year_without_budget?: string[] }\\n 12|export type BudgetPlanningAudit = { category_id: string; category?: string; entries: Array<{ timestamp: string; action_label: string; source: string; note?: string; created_by: string; changes: Array<{ field_label: string; old_value: string; new_value: string }>; technical?: { audit_id: string } }> }\\n 13|export type BudgetRecurringPayment = { recurring_id: string; name: string; category_id: string; category_name?: string | null; account_id?: string | null; merchant_id?: string | null; expected_amount_text: string; expected_amount_chf?: string; currency: string; frequency: string; expected_day_of_month?: number | null; expected_month?: number | null; amount_tolerance_pct: string; date_tolerance_days: number; recurring_type: string; status: string; source: string; confidence?: string; last_seen_date?: string | null; next_expected_date?: string | null; notes?: string | null; budget_month_chf?: string; budget_year_chf?: string }\\n 14|export type BudgetRecurringDashboard = { purpose: 'fixed_costs_subscriptions_v1'; candidates: BudgetRecurringPayment[]; active: BudgetRecurringPayment[]; warnings: Array>; category_breakdown: Array>; kpis?: { monthly_fixed_costs_chf?: string; annual_fixed_costs_chf?: string; fixed_cost_quote_percent?: string; active_recurring_count?: number; open_candidate_count?: number; missing_payment_count?: number; next_due?: BudgetRecurringPayment | null; largest_fixed_costs?: BudgetRecurringPayment[] }; analytics: Record }\\n 15|export type BudgetImportSession = { import_session_id: string; source?: string; file_name?: string; profile?: string; rows_total: number; new_candidates: number; already_known: number; duplicate_count: number; ignored_count: number; covered_by_source_count: number; error_count: number; status: string; review_url?: string; created_at: string }\\n 16|export type BudgetMonthlyImportDashboard = { purpose: 'budget_monthly_import_dashboard_v1'; latest_import_by_source: Record; open_candidates_by_source: Record; counts: Record; rule_suggestions_open: number; review_url: string }\\n 17|export type BudgetMonthlyImportResult = { purpose: string; status: string; files_total: number; session_ids: string[]; files: Array>; totals: Record; review_url: string }\\n 18|export type BudgetUploadImportResult = { purpose: string; preview_id?: string; import_session_id?: string; status: string; file?: { detected: boolean; name: string; source_hash?: string }; profile?: string | null; source_type?: string | null; period?: { start?: string | null; end?: string | null }; totals: Record; review_url: string; warnings?: string[]; errors?: string[] }\\n 19|export type BudgetRuleSuggestion = { suggestion_id: string; merchant_pattern: string; match_type: string; source_scope: string; category_id?: string | null; category_name?: string | null; recurring_type?: string | null; confidence: string; affected_open_candidate_count: number; status: string; created_at: string }\\n 20|export type GroceryMapping = { mapping_id: string; target_retailer: string; target_product_name: string; target_product_url: string; status: string; match_type?: string; confidence?: string; cache_status?: string; last_price_checked_at?: string; target_price_text?: string; target_unit_price_text?: string; target_price_date?: string; target_price_source?: string }\\n 21|export type GroceryManualMappingPreview = { preview_id: string; product_item_id: string; target_retailer: string; target_product_name: string; target_product_url: string; target_package_size?: string; target_unit?: string; candidate_price_text?: string; candidate_unit_price_text?: string; target_price_date?: string; target_price_source?: string; quality_flags: string[]; can_count_as_secure_saving: boolean; requires_confirm: boolean }\\n 22|export type GroceryProductItem = { product_item_id: string; receipt_id: string; purchase_date: string; store_name: string; raw_product_name: string; normalized_product_name: string; quantity_text?: string; unit?: string; unit_price_text?: string; total_price_text: string; action_label?: string; include_in_analysis: number; health_analysis_status: string; known_mappings?: GroceryMapping[] }\\n 23|export type GroceryReceipt = { receipt_id: string; purchase_date: string; store_name: string; article_count: number; total_text: string; items: GroceryProductItem[] }\\n 24|export type GroceryDashboard = { purpose: 'migros_product_savings_grocery_optimizer_v1'; receipts: GroceryReceipt[]; supported_retailers: string[]; health_analysis_status: string; disclaimer: string }\\n 25|export type GroceryRun = { run_id: string; receipt_id: string; original_total_text: string; optimized_total_text: string; quality_status: string; summary: Record; optimized_lists: Array>; product_comparisons: Array>; health_analysis_status: string }\\n 26|export type GroceryOnlinePriceMatch = { match_id?: string; mapping_id?: string; product_item_id: string; retailer: string; product_name: string; product_url: string; price_text?: string; unit_price_text?: string; fetched_at?: string; quality_flags?: string[]; confidence?: string; status: string; source?: string; cache_status?: string }\\n 27|export type GroceryOnlinePriceSearch = { receipt_id: string; provider_calls: number; cache_hits: number; matches: GroceryOnlinePriceMatch[] }\\n 28|export type BudgetPreview = { preview_id: string; summary: string; fx_status?: string; warnings: string[]; payload: Record; review?: Record; requires_explicit_confirm?: boolean }\\n 29|export type BudgetConfirm = { status: string; entity_id: string; audit_id: string; message: string }\\n 30|export type BudgetSeedCandidate = {\\n 31| seed_candidate_id: string\\n 32| source_file_label?: string\\n 33| source_sheet: string\\n 34| source_row_or_range?: string | null\\n 35| candidate_type: 'category' | 'budget_plan' | 'recurring_candidate' | 'unclean_range'\\n 36| source_label?: string | null\\n 37| proposed_category_id?: string | null\\n 38| proposed_parent_label?: string | null\\n 39| proposed_name?: string | null\\n 40| proposed_period_type?: string | null\\n 41| proposed_amount_text?: string | null\\n 42| currency?: string | null\\n 43| confidence: string\\n 44| requires_review: boolean\\n 45| status: string\\n 46| notes?: string | null\\n 47|}\\n 48|export type BudgetSeedSummary = { category_candidate_count: number; budget_plan_candidate_count: number; recurring_candidate_count: number; unclean_range_count: number; current_budget_sheet?: string }\\n 49|export type BudgetStatusRow = { purpose?: string; category_id: string; category: string; category_type: string; budget_month?: string | null; budget_year?: string | null; has_budget?: boolean; actual_current_month?: string; actual_year_to_date: string; monthly_actuals?: Record; monthly_analysis?: BudgetMonthlyAnalysis[]; actual_avg_month: string; forecast_year: string; linear_forecast?: string; forecast_avg_month: string; deviation_year: string; deviation_month: string; actual_2025_year?: string; previous_year_total?: string; previous_year_months?: Record; deviation_previous_year?: string; has_previous_year?: boolean; data_explorer_url?: string; effective_expenses_url?: string; monthly_chart?: Array>; status: string; status_hint?: string; months_with_bookings: number; plan_names?: string[]; is_rollup?: boolean; rollup_child_count?: number }\\n 50|export type BudgetTransactionCandidate = { transaction_candidate_id: string; source_file_label: string; source_row_or_range?: string | null; source_type: string; transaction_date?: string | null; description: string; merchant?: string | null; amount_original?: string | null; currency_original: string; proposed_category_id?: string | null; proposed_category_name?: string | null; duplicate_of_transaction_id?: string | null; confidence: string; requires_review: boolean; status: string; notes?: string | null; classification?: string | null; review_reason?: string | null; rule_id?: string | null; rule_name?: string | null; account_source?: string | null; covered_by_source?: string | null; linked_candidate_id?: string | null }\\n 51|export type BudgetReviewSummary = { open_total: number; auto_categorized: number; review_needed: number; galaxus_digitec: number; migros_over_50: number; covered_by_migros: number; unclear: number; possible_duplicates: number }\\n 52|export type BudgetRule = { rule_id: string; merchant_contains: string; source_type?: string | null; category_id?: string | null; category_name?: string | null; target_status: string; is_active: boolean; priority?: number; confidence?: string | null; notes?: string | null }\\n 53|export type BudgetMerchant = { merchant_id: string; display_name: string; normalized_name: string; default_category_id?: string | null; default_category_name?: string | null; is_active: boolean; notes?: string | null; alias_count?: number; open_candidate_count?: number }\\n 54|export type BudgetCharts = { year: string; empty_state: boolean; cashflow_by_month: Array<{ year: string; month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; budget_vs_actual_by_category: Array<{ year: string; category_id: string; category: string; category_type: string; budget_year?: string | null; actual_year_to_date: string; forecast_year: string; status: string }>; forecast_overruns: Array> }\\n 55|export type CategoryAnalysis = { year: string; month?: string | null; mode: 'income' | 'expense'; total_chf: string; categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null; transactions_url: string }> }\\n 56|export type MonthlyComparison = { year: string; months: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; savings_rate_percent?: string; cumulative_income_chf?: string; cumulative_expense_chf?: string; transaction_count: number; top_categories: Array<{ category: string; amount_chf: string }>; top_merchants: Array<{ merchant: string; amount_chf: string }>; largest_transactions?: Array>; transactions_url: string }> }\\n 57|export type BudgetDataExplorer = { purpose: 'budget_data_explorer'; filters: Record; kpis: { income_sum_chf: string; expense_sum_chf: string; net_cashflow_chf: string; transaction_count: number; average_transaction_chf: string; largest_transaction_chf: string; largest_transaction_id?: string | null; top_category: string; top_merchant: string }; transactions: BudgetTransaction[]; top_merchants: Array<{ merchant: string; transaction_count: number; sum_chf: string; average_chf: string; last_transaction_date?: string | null; top_category: string; change_vs_previous_month_chf: string }>; fixed_variable: Record; export: { enabled: boolean; target: string; message: string } }\\n 58|export type IncomePlan = { plan_item_id: string; name: string; person_source: string; employer_source?: string; income_type: string; target_month?: string; cadence: string; sort_order?: number; monthly_value_chf: string; annual_value_chf: string; monthly_average_chf?: string; actual_income_year_to_date_chf?: string; forecast_income_year_chf?: string; deviation_year_chf?: string; status_label?: string; category_id: string; category_name: string; is_active: boolean; is_template?: boolean; notes?: string | null }\\n 59|export type IncomeSeedCandidate = { seed_candidate_id: string; candidate_type: string; proposed_name?: string | null; proposed_parent_label?: string | null; confidence: string; requires_review: boolean; status: string; source_sheet?: string; source_row_or_range?: string | null }\\n 60|export type BudgetOverview = { current_month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string; review_count: number; uncategorized_count: number; pending_seed_candidate_count?: number; pending_transaction_candidate_count?: number; planned_income_chf?: string; planned_expense_chf?: string; planned_net_chf?: string; actual_income_chf?: string; actual_expense_chf: string; actual_net_chf?: string; actuals_label?: string; open_categories_without_actuals?: number; planned_budget_chf: string; remaining_budget_chf: string; budget_status: string; budget_categories: BudgetStatusRow[]; uncategorized_transactions: BudgetTransaction[]; top_categories: Array<{ category_id?: string; category_name: string; amount_chf: string; transaction_count?: number }>; recent_transactions: BudgetTransaction[] }\\n 61|export type BudgetDashboardCockpit = { purpose: 'monthly_cockpit'; month: string; year: string; chart_library: string; kpis: { income_current_month_chf: string; expense_current_month_chf: string; net_cashflow_current_month_chf: string; budget_consumption_percent: string; savings_rate_percent: string; open_review_transactions: number; fixed_costs_month_chf?: string; fixed_cost_quote_percent?: string; open_fixed_cost_candidate_count?: number; missing_fixed_cost_payment_count?: number }; monthly_cashflow: { income_chf: string; expense_chf: string; net_cashflow_chf: string }; top_expense_categories: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; transaction_count: number; color?: string | null; icon?: string | null }>; critical_categories: BudgetStatusRow[]; recent_confirmed_expenses: BudgetTransaction[]; open_todos: { review_candidates: number; categories_without_budget: number; unconfirmed_transactions: number } }\\n 62|export type BudgetVsActualAnalysis = { purpose: 'plan_vs_reality_analysis'; year: string; chart_library: string; empty_state: boolean; budget_vs_actual_by_category: BudgetStatusRow[]; top_overruns: Array>; top_under_budget: Array>; cashflow_by_month: Array<{ month: string; income_chf: string; expense_chf: string; net_cashflow_chf: string }>; category_donut: Array<{ category_id: string; category: string; amount_chf: string; share_percent: string; color?: string | null }>; trend_by_month: Array<{ month: string; cumulative_income_chf: string; cumulative_expense_chf: string; cumulative_net_chf: string }> }\\n 63|\\n 64|export const getBudgetDashboardCockpit = (month = '2026-05') => apiGet(`/api/budget/dashboard/cockpit?month=${month}`)\\n 65|export const getBudgetPlanningMatrix = (year = '2026', currentMonth = '') => apiGet(`/api/budget/planning/matrix?year=${year}${currentMonth ? `¤t_month=${encodeURIComponent(currentMonth)}` : ''}`)\\n 66|export const getBudgetPlanningAudit = (categoryId: string) => apiGet(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/audit`)\\n 67|export const previewBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/preview`, body)\\n 68|export const confirmBudgetPlanningCategory = (categoryId: string, body: unknown) => apiPost(`/api/budget/planning/categories/${encodeURIComponent(categoryId)}/confirm`, body)\\n 69|export const previewBudgetPlanningBatch = (body: unknown) => apiPost>('/api/budget/planning/batch/preview', body)\\n 70|export const confirmBudgetPlanningBatch = (body: unknown) => apiPost>('/api/budget/planning/batch/confirm', body)\\n 71|export const previewBudgetPlanningExcelTemplate = (body: unknown) => apiPost>('/api/budget/planning/excel-template/preview', body)\\n 72|export const getBudgetRecurringDashboard = () => apiGet('/api/budget/recurring')\\n 73|export const getBudgetMonthlyImportDashboard = () => apiGet('/api/budget/monthly-import/dashboard')\\n 74|export const getGroceryOptimizerDashboard = () => apiGet('/api/budget/grocery-optimizer/dashboard')\\n 75|export const getGroceryProviderStrategy = () => apiGet>('/api/budget/grocery-optimizer/provider-strategy')\\n 76|export const getGroceryRappnLink = (productName: string) => apiGet>(`/api/budget/grocery-optimizer/rappn-link?product_name=${encodeURIComponent(productName)}`)\\n 77|export const searchOpenPricesSpike = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/open-prices-spike', body)\\n 78|export const createGroceryDemoReceipt = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/demo-receipt', body)\\n 79|export const addGroceryProductMatch = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/matches', body)\\n 80|export const searchGroceryOnlinePrices = (body: unknown) => apiPost('/api/budget/grocery-optimizer/search-prices', body)\\n 81|export const acceptGroceryProductMatch = (body: { match_id: string; save_as_preferred?: boolean; user_note?: string }) => apiPost>(`/api/budget/grocery-optimizer/matches/${encodeURIComponent(body.match_id)}/accept`, body)\\n 82|export const rejectGroceryProductMatch = (body: { match_id: string; user_note?: string }) => apiPost>(`/api/budget/grocery-optimizer/matches/${encodeURIComponent(body.match_id)}/reject`, body)\\n 83|export const previewManualGroceryMapping = (body: unknown) => apiPost('/api/budget/grocery-optimizer/manual-mapping/preview', body)\\n 84|export const confirmManualGroceryMapping = (body: GroceryManualMappingPreview) => apiPost>('/api/budget/grocery-optimizer/manual-mapping/confirm', body)\\n 85|export const saveManualGroceryMapping = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/manual-mapping', body)\\n 86|export const refreshGroceryMappingPrice = (body: { mapping_id: string }) => apiPost>(`/api/budget/grocery-optimizer/mappings/${encodeURIComponent(body.mapping_id)}/refresh-price`, {})\\n 87|export const runGroceryOptimization = (body: unknown) => apiPost('/api/budget/grocery-optimizer/optimize', body)\\n 88|export const generateGroceryOptimizationReport = (body: unknown) => apiPost>('/api/budget/grocery-optimizer/report', body)\\n 89|export const getBudgetImportHistory = () => apiGet('/api/budget/monthly-import/history')\\n 90|export const getBudgetImportSessions = () => apiGet('/api/budget/import/sessions')\\n 91|export const previewBudgetUploadImport = (body: unknown) => apiPost('/api/budget/import/upload/preview', body)\\n 92|export const confirmBudgetUploadImportCandidates = (body: unknown) => apiPost('/api/budget/import/upload/confirm-candidates', body)\\n 93|export const scanBudgetMonthlyImportDrive = (body: unknown = {}) => apiPost>('/api/budget/monthly-import/drive-scan', body)\\n 94|export const dryRunBudgetMonthlyImport = (body: unknown) => apiPost('/api/budget/monthly-import/dry-run', body)\\n 95|export const confirmBudgetMonthlyImportCandidates = (body: unknown) => apiPost('/api/budget/monthly-import/confirm-candidates', body)\\n 96|export const getBudgetRuleSuggestions = () => apiGet('/api/budget/rules/suggestions')\\n 97|export const applyBudgetRuleSuggestion = (id: string, applyToOpen = true) => apiPost>(`/api/budget/rules/suggestions/${encodeURIComponent(id)}/apply`, { apply_to_open: applyToOpen })\\n 98|export const rejectBudgetRuleSuggestion = (id: string, later = false) => apiPost>(`/api/budget/rules/suggestions/${encodeURIComponent(id)}/reject`, { later })\\n 99|export const detectBudgetRecurringCandidates = () => apiPost>('/api/budget/recurring/detect', {})\\n 100|export const previewBudgetRecurringCandidate = (id: string, body: unknown) => apiPost(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/preview`, body)\\n 101|export const confirmBudgetRecurringCandidate = (id: string, body: unknown) => apiPost(`/api/budget/recurring/candidates/${encodeURIComponent(id)}/confirm`, body)\\n 102|export const previewManualRecurringPayment = (body: unknown) => apiPost('/api/budget/recurring/manual/preview', body)\\n 103|export const confirmManualRecurringPayment = (body: unknown) => apiPost('/api/budget/recurring/manual/confirm', body)\\n 104|export const archiveRecurringPayment = (id: string) => apiPost(`/api/budget/recurring/${encodeURIComponent(id)}/archive`, {})\\n 105|export const getBudgetOverview = (month = '2026-01') => apiGet(`/api/budget/overview?month=${month}`)\\n 106|export const getBudgetStatusByCategory = (year = '2026') => apiGet(`/api/budget/status/categories?year=${year}`)\\n 107|export const getCategoryMonthDetail = (categoryId: string, month: string) => apiGet(`/api/budget/status/categories/${encodeURIComponent(categoryId)}/months/${encodeURIComponent(month)}`)\\n 108|export const getBudgetCharts = (year = '2026') => apiGet(`/api/budget/charts?year=${year}`)\\n 109|export const getBudgetVsActualAnalysis = (year = '2026') => apiGet(`/api/budget/analysis/budget-vs-actual?year=${year}`)\\n 110|export const getCategoryAnalysis = (year = '2026', txType: 'income' | 'expense' = 'expense', month = '') => {\\n 111| const params = new URLSearchParams({ year, tx_type: txType })\\n 112| if (month) params.set('month', month)\\n 113| return apiGet(`/api/budget/analysis/categories?${params.toString()}`)\\n 114|}\\n 115|export const getMonthlyComparison = (year = '2026') => apiGet(`/api/budget/analysis/monthly-comparison?year=${year}`)\\n 116|export const getBudgetDataExplorer = (filters: Record = {}) => {\\n 117| const params = new URLSearchParams()\\n 118| Object.entries(filters).forEach(([key, value]) => { if (value) params.set(key, value) })\\n 119| return apiGet(`/api/budget/analysis/data-explorer?${params.toString()}`)\\n 120|}\\n 121|export const getIncomeStatus = (year = '2026') => apiGet>(`/api/budget/income/status?year=${year}`)\\n 122|export const getIncomePlans = (year = '2026') => apiGet(`/api/budget/income/plans?year=${year}`)\\n 123|export const getIncomeSeedCandidates = (year = '2026') => apiGet(`/api/budget/income/seed-candidates?year=${year}`)\\n 124|export const previewIncomePlan = (body: unknown) => apiPost('/api/budget/income/plans/preview', body)\\n 125|export const confirmIncomePlan = (body: unknown) => apiPost('/api/budget/income/plans/confirm', body)\\n 126|export const previewIncomeTemplates = (year = '2026') => apiPost>('/api/budget/income/templates/preview', { year })\\n 127|export const confirmIncomeTemplates = (year = '2026') => apiPost>('/api/budget/income/templates/confirm', { year })\\n 128|export const previewIncomePlanUpdate = (id: string, body: unknown) => apiPost(`/api/budget/income/plans/${id}/update/preview`, body)\\n 129|export const confirmIncomePlanUpdate = (id: string, body: unknown) => apiPost(`/api/budget/income/plans/${id}/update/confirm`, body)\\n 130|export const reorderIncomePlans = (plan_item_ids: string[], year = '2026') => apiPost('/api/budget/income/plans/reorder', { plan_item_ids, year })\\n 131|export const archiveIncomePlan = (id: string) => apiPost(`/api/budget/income/plans/${id}/archive`, {})\\n 132|export const getBudgetTransactions = (query = '') => apiGet(`/api/budget/transactions${query}`)\\n 133|export const getBudgetTransfers = (query = '') => apiGet(`/api/budget/transfers${query}`)\\n 134|export const getBudgetAccounts = () => apiGet('/api/budget/accounts')\\n 135|export const getBudgetCategories = () => apiGet('/api/budget/categories')\\n 136|export const getBudgetTags = () => apiGet('/api/budget/tags')\\n 137|export const previewBudgetTransaction = (body: unknown) => apiPost('/api/budget/transactions/preview', body)\\n 138|export const confirmBudgetTransaction = (body: unknown) => apiPost('/api/budget/transactions/confirm', body)\\n 139|export const updateBudgetTransaction = (id: string, body: unknown) => apiPost(`/api/budget/transactions/${id}/update`, body)\\n 140|export const previewBudgetTransfer = (body: unknown) => apiPost('/api/budget/transfers/preview', body)\\n 141|export const confirmBudgetTransfer = (body: unknown) => apiPost('/api/budget/transfers/confirm', body)\\n 142|export const previewBudgetAccount = (body: unknown) => apiPost('/api/budget/accounts/preview', body)\\n 143|export const confirmBudgetAccount = (body: unknown) => apiPost('/api/budget/accounts/confirm', body)\\n 144|export const archiveBudgetAccount = (id: string) => apiPost(`/api/budget/accounts/${id}/archive`, {})\\n 145|export const previewBudgetCategory = (body: unknown) => apiPost('/api/budget/categories/preview', body)\\n 146|export const confirmBudgetCategory = (body: unknown) => apiPost('/api/budget/categories/confirm', body)\\n 147|export const previewBudgetCategoryCleanup = () => apiPost & { preview_id: string; summary: string; target_expense_categories: string[]; auto_mappings: Array>; review_required: Array>; empty_categories: Array>; payload: Record; warnings: string[] }>('/api/budget/categories/cleanup/preview', {})\\n 148|export const confirmBudgetCategoryCleanup = (body: unknown) => apiPost & { audit_id: string }>('/api/budget/categories/cleanup/confirm', body)\\n 149|export const reorderBudgetCategories = (category_ids: string[], category_type: 'expense' | 'income' = 'expense') => apiPost('/api/budget/categories/reorder', { category_ids, category_type })\\n 150|export const updateBudgetCategory = (id: string, body: unknown) => apiPost(`/api/budget/categories/${id}/update`, body)\\n 151|export const archiveBudgetCategory = (id: string) => apiPost(`/api/budget/categories/${id}/archive`, {})\\n 152|export const previewBudgetTag = (body: unknown) => apiPost('/api/budget/tags/preview', body)\\n 153|export const confirmBudgetTag = (body: unknown) => apiPost('/api/budget/tags/confirm', body)\\n 154|export const archiveBudgetTag = (id: string) => apiPost(`/api/budget/tags/${id}/archive`, {})\\n 155|export const getBudgetSeedCandidates = () => apiGet('/api/budget/seed-candidates')\\n 156|export const generateBudgetSeedCandidates = (body: unknown) => apiPost('/api/budget/seed-candidates/generate', body)\\n 157|export const previewBudgetSeedCandidate = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/preview`, body)\\n 158|export const confirmBudgetSeedCandidate = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/confirm`, body)\\n 159|export const ignoreBudgetSeedCandidate = (id: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/ignore`, { note })\\n 160|export const reopenBudgetSeedCandidate = (id: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/reopen`, { note })\\n 161|export const setBudgetSeedCandidateStatus = (id: string, status: string, note = '') => apiPost(`/api/budget/seed-candidates/${id}/status`, { status, note })\\n 162|export const convertBudgetUncleanRange = (id: string, body: unknown) => apiPost(`/api/budget/seed-candidates/${id}/convert-unclean`, body)\\n 163|export const previewClearBudgetCategoriesTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; categories: Array>; warnings: string[] }>('/api/budget/seed-candidates/categories/preview-clear-takeover', {})\\n 164|export const confirmClearBudgetCategoriesTakeover = () => apiPost('/api/budget/seed-candidates/categories/confirm-clear-takeover', {})\\n 165|export const previewBudgetPlanTakeover = () => apiPost<{ preview_id: string; summary: string; count: number; budget_plans: Array>; warnings: string[] }>('/api/budget/seed-candidates/budget-plans/preview-takeover', {})\\n 166|export const confirmBudgetPlanTakeover = () => apiPost('/api/budget/seed-candidates/budget-plans/confirm-takeover', {})\\n 167|export const getBudgetTransactionCandidates = (status = '', tab = '', filters: Record = {}) => {\\n 168| const params = new URLSearchParams()\\n 169| if (status) params.set('status', status)\\n 170| if (tab) params.set('tab', tab)\\n 171| Object.entries(filters).forEach(([k, v]) => { if (v) params.set(k, v) })\\n 172| const qs = params.toString()\\n 173| return apiGet(`/api/budget/transaction-candidates${qs ? `?${qs}` : ''}`)\\n 174|}\\n 175|export const getBudgetTransactionCandidateSummary = (budget_year = '2026') => apiGet(`/api/budget/transaction-candidates/summary?budget_year=${budget_year}`)\\n 176|export const generateBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/generate', body)\\n 177|export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/preview`, body)\\n 178|export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n 179|export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/ignore`, { note })\\n 180|export const reopenBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/reopen`, { note })\\n 181|export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })\\n 182|export const bulkUpdateBudgetTransactionCandidateCategory = (candidate_ids: string[], category_id: string, note = '') => apiPost<{ updated_count: number; skipped_count: number }>('/api/budget/transaction-candidates/bulk-category', { candidate_ids, category_id, note })\\n 183|export const splitBudgetTransactionCandidate = (id: string, splits: unknown[]) => apiPost(`/api/budget/transaction-candidates/${id}/split`, { splits })\\n 184|export const markBudgetTransactionCandidateTransfer = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/transfer`, { note })\\n 185|export const markBudgetTransactionCandidateType = (id: string, candidate_type: 'transfer' | 'investment_transfer' | 'credit_card_payment', note = '') => apiPost(`/api/budget/transaction-candidates/${id}/type`, { candidate_type, note })\\n 186|export const getBudgetImportProfiles = () => apiGet>>('/api/budget/import-profiles')\\n 187|export const dryRunBudgetImportProfile = (profile: string, body: unknown) => apiPost>(`/api/budget/import-profiles/${profile}/dry-run`, body)\\n 188|export const createBudgetImportCandidates = (profile: string, body: unknown) => apiPost>(`/api/budget/import-profiles/${profile}/candidates`, body)\\n 189|export const previewSafeBudgetTransactionCandidates = () => apiPost<{ preview_id: string; summary: string; count: number; groups: Array>; warnings: string[] }>('/api/budget/transaction-candidates/batch-confirm-safe/preview', {})\\n 190|export const batchConfirmSafeBudgetTransactionCandidates = (account_id: string, candidate_ids: string[] = []) => apiPost<{ confirmed_count: number; skipped_count: number }>('/api/budget/transaction-candidates/batch-confirm-safe', { account_id, candidate_ids })\\n 191|export const deleteEmptyBudgetCategory = (id: string) => apiPost(`/api/budget/categories/${id}/delete-empty`, {})\\n 192|export const previewBudgetCategoryMerges = () => apiPost<{ preview_id: string; summary: string; suggestions: Array<{ target_category_id: string; target_name: string; source_category_ids: string[]; source_names: string[] }>; warnings: string[] }>('/api/budget/categories/merge/preview', {})\\n 193|export const confirmBudgetCategoryMerge = (body: unknown) => apiPost('/api/budget/categories/merge/confirm', body)\\n 194|export const previewBatchBudgetTransactionCandidates = (candidate_ids: string[], account_id: string, budget_year = '2026') => apiPost<{ preview_id: string; count: number; categories: Record; sources?: Record; possible_duplicates?: number; blockers?: Record; conflicts: Array>; can_confirm?: boolean; requires_explicit_confirm: boolean }>('/api/budget/transaction-candidates/batch/preview', { candidate_ids, account_id, budget_year })\\n 195|export const batchBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/batch', body)\\n 196|export const confirmBudgetTransactionCandidateSplit = (id: string, body: unknown) => apiPost>(`/api/budget/transaction-candidates/${id}/split/confirm`, body)\\n 197|export const createReviewCategoryForCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/category/create`, body)\\n 198|export const getBudgetRules = () => apiGet('/api/budget/rules')\\n 199|export const createBudgetRule = (body: unknown) => apiPost>('/api/budget/rules', body)\\n 200|export const updateBudgetRule = (id: string, body: unknown) => apiPost>(`/api/budget/rules/${id}/update`, body)\\n 201|export const prioritizeBudgetRule = (id: string, priority: number) => apiPost>(`/api/budget/rules/${id}/priority`, { priority })\\n 202|export const deactivateBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/deactivate`, {})\\n 203|export const testBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/test`, {})\\n 204|export const applyBudgetRule = (id: string) => apiPost>(`/api/budget/rules/${id}/apply`, {})\\n 205|export const getBudgetMerchants = () => apiGet('/api/budget/merchants')\\n 206|export const createBudgetMerchant = (body: unknown) => apiPost>('/api/budget/merchants', body)\\n 207|export const createBudgetMerchantAlias = (merchantId: string, body: unknown) => apiPost>(`/api/budget/merchants/${merchantId}/aliases`, body)\\n 208|export const updateBudgetMerchantCategory = (merchantId: string, categoryId: string) => apiPost>(`/api/budget/merchants/${merchantId}/category`, { category_id: categoryId })\\n 209|export const applyBudgetMerchant = (merchantId: string) => apiPost>(`/api/budget/merchants/${merchantId}/apply`, {})\\n 210|export const mergeBudgetMerchants = (source_merchant_id: string, target_merchant_id: string) => apiPost>('/api/budget/merchants/merge', { source_merchant_id, target_merchant_id })\\n 211|export const detectBudgetDuplicateCandidates = () => apiPost>('/api/budget/transaction-candidates/detect-duplicates', {})\\n 212|export const reclassifyBankIncomeCandidates = (budget_year = '2026') => apiPost>('/api/budget/transaction-candidates/bank-income/reclassify', { budget_year })\\n 213|\", \"total_lines\": 212, \"file_size\": 39825, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_dL7HxRS9hWCTxqknXbXWsY4g" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|import { defineStore } from 'pinia'\\n 2|import { confirmBudgetTransactionCandidate, getBudgetTransactionCandidates, getBudgetTransactionCandidateSummary, type BudgetReviewSummary, type BudgetTransactionCandidate } from '@/api/budget'\\n 3|\\n 4|export const useBudgetReviewStore = defineStore('budgetReview', {\\n 5| state: () => ({ candidates: [] as BudgetTransactionCandidate[], summary: null as BudgetReviewSummary | null, loading: false, error: '', lastFilters: { budget_year: '2026' } as Record, lastStatus: '', lastTab: '', confirmAccountId: '' }),\\n 6| actions: {\\n 7| async load(filters?: Record, status?: string, tab?: string) {\\n 8| filters = filters || this.lastFilters; status = status ?? this.lastStatus; tab = tab ?? this.lastTab\\n 9| this.loading = true; this.error = ''; this.lastFilters = { ...filters }; this.lastStatus = status; this.lastTab = tab\\n 10| try {\\n 11| this.candidates = await getBudgetTransactionCandidates(status, tab, filters)\\n 12| this.summary = await getBudgetTransactionCandidateSummary(filters.budget_year || filters.year || '2026')\\n 13| } catch (e) { this.error = e instanceof Error ? e.message : 'Buchungen prüfen nicht verfügbar' }\\n 14| finally { this.loading = false }\\n 15| },\\n 16| async confirmCandidate(id: string, body: unknown) { const result = await confirmBudgetTransactionCandidate(id, body); await this.load(this.lastFilters, this.lastStatus, this.lastTab); return result },\\n 17| async refresh() { await this.load(this.lastFilters, this.lastStatus, this.lastTab) },\\n 18| },\\n 19|})\\n 20|\", \"total_lines\": 19, \"file_size\": 1543, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_VqJXzlOoIVdPOzRTk0hDqySq" }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_AfjsPsWixQOWnoj4JVTmafWz" }, { "role": "assistant", "content": "", "reasoning": "**Exploring routes further**\n\nIt seems like I need to look into routes in more detail. 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There’s a lot of information to consider and I want to make sure I gather comprehensive options. I’m curious about different routes available, their lengths, and any notable characteristics. Let's break down the specifics to help pin down the best path forward. I'll focus on understanding the user’s needs regarding routes, so they can find the most suitable option!" } ] } ], "tool_calls": [ { "id": "call_3o1mfvYhoJgIhtvnPpbjSaQB", "call_id": "call_3o1mfvYhoJgIhtvnPpbjSaQB", "response_item_id": "fc_011cf4c4a2671bda016a0e02d257348191a8c6472a4d4ab83f", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":250,\"offset\":520,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 520|\\n 521|@router.post(\\\"/accounts/{account_id}/archive\\\")\\n 522|def accounts_archive(account_id: str, conn: Connection = Depends(get_db)):\\n 523| return archive_budget_account(conn, account_id)\\n 524|\\n 525|\\n 526|@router.get(\\\"/categories\\\")\\n 527|def categories(include_archived: bool = False, grouped: bool = False, conn: Connection = Depends(get_db)):\\n 528| if grouped:\\n 529| return list_category_tree_grouped(conn, include_archived=include_archived)\\n 530| return list_categories(conn, include_archived=include_archived)\\n 531|\\n 532|\\n 533|@router.get(\\\"/categories/tree\\\")\\n 534|def category_tree(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 535| return list_category_tree_grouped(conn, include_archived=include_archived)\\n 536|\\n 537|\\n 538|@router.get(\\\"/tags\\\")\\n 539|def tags(include_archived: bool = False, conn: Connection = Depends(get_db)):\\n 540| return list_tags(conn, include_archived=include_archived)\\n 541|\\n 542|\\n 543|@router.post(\\\"/tags/preview\\\")\\n 544|def tags_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 545| return create_tag_preview(conn, payload)\\n 546|\\n 547|\\n 548|@router.post(\\\"/tags/confirm\\\")\\n 549|def tags_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 550| return confirm_create_tag(conn, payload)\\n 551|\\n 552|\\n 553|@router.post(\\\"/tags/{tag_id}/archive\\\")\\n 554|def tags_archive(tag_id: str, conn: Connection = Depends(get_db)):\\n 555| return archive_tag(conn, tag_id)\\n 556|\\n 557|\\n 558|@router.get(\\\"/plans\\\")\\n 559|def plans(month: str | None = None, include_archived: bool = True, conn: Connection = Depends(get_db)):\\n 560| return list_budget_plan_items(conn, month=month, include_archived=include_archived)\\n 561|\\n 562|\\n 563|@router.post(\\\"/plans/preview\\\")\\n 564|def plans_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 565| return create_budget_plan_item_preview(conn, payload)\\n 566|\\n 567|\\n 568|@router.post(\\\"/plans/confirm\\\")\\n 569|def plans_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 570| return confirm_budget_plan_item(conn, payload)\\n 571|\\n 572|\\n 573|@router.get(\\\"/seed-candidates\\\")\\n 574|def seed_candidates(status: str | None = None, candidate_type: str | None = None, conn: Connection = Depends(get_db)):\\n 575| return list_seed_candidates(conn, status=status, candidate_type=candidate_type)\\n 576|\\n 577|\\n 578|@router.get(\\\"/import-profiles\\\")\\n 579|def budget_import_profiles():\\n 580| return import_profile_specs()\\n 581|\\n 582|\\n 583|@router.post(\\\"/import-profiles/{profile_name}/dry-run\\\")\\n 584|def budget_import_profile_dry_run(profile_name: str, payload: dict, conn: Connection = Depends(get_db)):\\n 585| return import_budget_csv_text(conn, profile_name, str(payload.get(\\\"csv_text\\\") or \\\"\\\"), source_file_label=payload.get(\\\"source_file_label\\\") or f\\\"{profile_name}.csv\\\", dry_run=True, default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 586|\\n 587|\\n 588|@router.post(\\\"/import-profiles/{profile_name}/candidates\\\")\\n 589|def budget_import_profile_candidates(profile_name: str, payload: dict, conn: Connection = Depends(get_db)):\\n 590| return import_budget_csv_text(conn, profile_name, str(payload.get(\\\"csv_text\\\") or \\\"\\\"), source_file_label=payload.get(\\\"source_file_label\\\") or f\\\"{profile_name}.csv\\\", dry_run=False, default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 591|\\n 592|\\n 593|@router.post(\\\"/import/upload/preview\\\")\\n 594|def budget_import_upload_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 595| return preview_uploaded_budget_import(conn, filename=str(payload.get(\\\"filename\\\") or \\\"budget.csv\\\"), csv_text=str(payload.get(\\\"csv_text\\\") or \\\"\\\"), profile=payload.get(\\\"profile\\\") or \\\"auto\\\", default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 596|\\n 597|\\n 598|@router.post(\\\"/import/upload/confirm-candidates\\\")\\n 599|def budget_import_upload_confirm_candidates(payload: dict, conn: Connection = Depends(get_db)):\\n 600| return confirm_uploaded_budget_import_candidates(conn, str(payload.get(\\\"preview_id\\\") or payload.get(\\\"import_session_id\\\") or \\\"\\\"), default_category_id=payload.get(\\\"default_category_id\\\"), income_category_id=payload.get(\\\"income_category_id\\\"))\\n 601|\\n 602|\\n 603|@router.get(\\\"/import/sessions\\\")\\n 604|def budget_import_sessions(limit: int = 30, conn: Connection = Depends(get_db)):\\n 605| return list_budget_import_sessions(conn, limit=limit)\\n 606|\\n 607|\\n 608|@router.get(\\\"/import/sessions/{import_session_id}\\\")\\n 609|def budget_import_session(import_session_id: str, conn: Connection = Depends(get_db)):\\n 610| return get_budget_import_session(conn, import_session_id)\\n 611|\\n 612|\\n 613|@router.get(\\\"/transaction-candidates\\\")\\n 614|def transaction_candidates(status: str | None = None, tab: str | None = None, source_type: str | None = None, import_session_id: str | None = None, category_id: str | None = None, merchant: str | None = None, rule: str | None = None, min_confidence: str | None = None, date_from: str | None = None, date_to: str | None = None, amount_min: str | None = None, amount_max: str | None = None, sort_by: str = \\\"created_at\\\", sort_dir: str = \\\"desc\\\", budget_year: str = \\\"2026\\\", include_reference: bool = False, conn: Connection = Depends(get_db)):\\n 615| return list_transaction_candidates(conn, status=status, tab=tab, source_type=source_type, import_session_id=import_session_id, category_id=category_id, merchant=merchant, rule=rule, min_confidence=min_confidence, date_from=date_from, date_to=date_to, amount_min=amount_min, amount_max=amount_max, sort_by=sort_by, sort_dir=sort_dir, budget_year=budget_year, include_reference=include_reference)\\n 616|\\n 617|\\n 618|@router.get(\\\"/transaction-candidates/summary\\\")\\n 619|def transaction_candidates_summary(budget_year: str = \\\"2026\\\", conn: Connection = Depends(get_db)):\\n 620| return review_candidate_summary(conn, budget_year=budget_year)\\n 621|\\n 622|\\n 623|@router.post(\\\"/transaction-candidates/generate\\\")\\n 624|def transaction_candidates_generate(payload: dict, conn: Connection = Depends(get_db)):\\n 625| source_type = payload.get(\\\"source_type\\\") or \\\"csv_seed\\\"\\n 626| rows = payload.get(\\\"rows\\\") or []\\n 627| if source_type == \\\"credit_card_csv\\\":\\n 628| return seed_credit_card_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Credit card CSV\\\", subscription_category_id=payload.get(\\\"subscription_category_id\\\"), migros_covered=payload.get(\\\"migros_covered\\\", True))\\n 629| if source_type == \\\"migros_csv\\\":\\n 630| return seed_migros_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Migros CSV\\\", auto_category_id=payload.get(\\\"auto_category_id\\\"), threshold_chf=str(payload.get(\\\"threshold_chf\\\") or \\\"50.00\\\"))\\n 631| if source_type == \\\"bank_csv\\\":\\n 632| return seed_bank_transfer_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Bank CSV\\\", income_category_id=payload.get(\\\"income_category_id\\\"))\\n 633| if payload.get(\\\"csv_text\\\"):\\n 634| return seed_transaction_candidates_from_csv_text(conn, payload[\\\"csv_text\\\"], source_file_label=payload.get(\\\"source_file_label\\\") or \\\"CSV Import\\\", source_type=source_type)\\n 635| return seed_transaction_candidates_from_rows(conn, rows, source_file_label=payload.get(\\\"source_file_label\\\") or \\\"Budget Import\\\", source_type=source_type)\\n 636|\\n 637|\\n 638|@router.post(\\\"/transaction-candidates/bank-income/reclassify\\\")\\n 639|def transaction_candidates_bank_income_reclassify(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 640| return reclassify_bank_income_candidates(conn, budget_year=str((payload or {}).get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 641|\\n 642|\\n 643|@router.post(\\\"/transaction-candidates/migros-2026/preview\\\")\\n 644|def transaction_candidates_migros_2026_preview(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 645| return preview_migros_receipts_2026(conn, year=str((payload or {}).get(\\\"year\\\") or \\\"2026\\\"))\\n 646|\\n 647|\\n 648|@router.post(\\\"/transaction-candidates/migros-2026/confirm\\\")\\n 649|def transaction_candidates_migros_2026_confirm(payload: dict, conn: Connection = Depends(get_db)):\\n 650| return confirm_migros_receipts_2026(conn, account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), year=str(payload.get(\\\"year\\\") or \\\"2026\\\"))\\n 651|\\n 652|\\n 653|@router.post(\\\"/transaction-candidates/{candidate_id}/preview\\\")\\n 654|def transaction_candidates_preview(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 655| return preview_transaction_candidate(conn, candidate_id, payload or {})\\n 656|\\n 657|\\n 658|@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\n 659|def transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 660| return confirm_transaction_candidate(conn, candidate_id, payload)\\n 661|\\n 662|\\n 663|@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n 664|def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 665| return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 666|\\n 667|\\n 668|@router.post(\\\"/transaction-candidates/{candidate_id}/reopen\\\")\\n 669|def transaction_candidates_reopen(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 670| return reopen_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 671|\\n 672|\\n 673|@router.post(\\\"/transaction-candidates/{candidate_id}/category\\\")\\n 674|def transaction_candidates_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 675| return update_transaction_candidate_category(conn, candidate_id, payload.get(\\\"category_id\\\"), payload.get(\\\"note\\\"))\\n 676|\\n 677|\\n 678|@router.post(\\\"/transaction-candidates/bulk-category\\\")\\n 679|def transaction_candidates_bulk_category(payload: dict, conn: Connection = Depends(get_db)):\\n 680| category_id = str(payload.get(\\\"category_id\\\") or \\\"\\\")\\n 681| return bulk_update_transaction_candidate_category(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], category_id=category_id, note=payload.get(\\\"note\\\"))\\n 682|\\n 683|\\n 684|@router.post(\\\"/transaction-candidates/{candidate_id}/split\\\")\\n 685|def transaction_candidates_split(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 686| return create_candidate_split(conn, candidate_id, payload.get(\\\"splits\\\") or [])\\n 687|\\n 688|\\n 689|@router.post(\\\"/transaction-candidates/{candidate_id}/split/confirm\\\")\\n 690|def transaction_candidates_split_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 691| return confirm_candidate_split(conn, candidate_id, payload)\\n 692|\\n 693|\\n 694|@router.post(\\\"/transaction-candidates/{candidate_id}/category/create\\\")\\n 695|def transaction_candidates_create_category(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 696| return create_review_category_for_candidate(conn, candidate_id, payload)\\n 697|\\n 698|\\n 699|@router.post(\\\"/transaction-candidates/{candidate_id}/transfer\\\")\\n 700|def transaction_candidates_transfer(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 701| return mark_candidate_transfer(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n 702|\\n 703|\\n 704|@router.post(\\\"/transaction-candidates/{candidate_id}/type\\\")\\n 705|def transaction_candidates_type(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n 706| return mark_candidate_type(conn, candidate_id, str(payload.get(\\\"candidate_type\\\") or \\\"\\\"), (payload or {}).get(\\\"note\\\"))\\n 707|\\n 708|\\n 709|@router.post(\\\"/transaction-candidates/batch-confirm-safe/preview\\\")\\n 710|def transaction_candidates_batch_confirm_safe_preview(conn: Connection = Depends(get_db)):\\n 711| return preview_safe_auto_candidates(conn)\\n 712|\\n 713|\\n 714|@router.post(\\\"/transaction-candidates/batch/preview\\\")\\n 715|def transaction_candidates_batch_preview(payload: dict, conn: Connection = Depends(get_db)):\\n 716| return preview_batch_confirm_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], account_id=str(payload.get(\\\"account_id\\\") or \\\"\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 717|\\n 718|\\n 719|@router.post(\\\"/transaction-candidates/batch\\\")\\n 720|def transaction_candidates_batch(payload: dict, conn: Connection = Depends(get_db)):\\n 721| return batch_mark_candidates(conn, candidate_ids=payload.get(\\\"candidate_ids\\\") or [], action=str(payload.get(\\\"action\\\") or \\\"\\\"), account_id=payload.get(\\\"account_id\\\"), category_id=payload.get(\\\"category_id\\\"), preview_id=payload.get(\\\"preview_id\\\"), note=payload.get(\\\"note\\\"), budget_year=str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"))\\n 722|\\n 723|\\n 724|@router.post(\\\"/transaction-candidates/archive-reference-year\\\")\\n 725|def transaction_candidates_archive_reference(payload: dict | None = None, conn: Connection = Depends(get_db)):\\n 726| payload = payload or {}\\n 727| return archive_reference_year_candidates(conn, active_year=str(payload.get(\\\"active_year\\\") or \\\"2026\\\"), reference_year=str(payload.get(\\\"reference_year\\\") or \\\"2025\\\"))\\n 728|\\n 729|\\n 730|@router.post(\\\"/transaction-candidates/batch-confirm-safe\\\")\\n 731|def transaction_candidates_batch_confirm_safe(payload: dict, conn: Connection = Depends(get_db)):\\n 732| account_id = str(payload.get(\\\"account_id\\\") or \\\"\\\")\\n 733| return batch_confirm_safe_candidates(conn, account_id=account_id, candidate_ids=payload.get(\\\"candidate_ids\\\") or None)\\n 734|\\n 735|\\n 736|@router.post(\\\"/transaction-candidates/detect-duplicates\\\")\\n 737|def transaction_candidates_detect_duplicates(conn: Connection = Depends(get_db)):\\n 738| return detect_duplicate_candidates(conn)\\n 739|\\n 740|\\n 741|@router.get(\\\"/merchants\\\")\\n 742|def merchants(include_inactive: bool = False, conn: Connection = Depends(get_db)):\\n 743| return list_merchants(conn, include_inactive=include_inactive)\\n 744|\\n 745|\\n 746|@router.post(\\\"/merchants\\\")\\n 747|def merchants_create(payload: dict, conn: Connection = Depends(get_db)):\\n 748| return create_merchant(conn, payload)\\n 749|\\n 750|\\n 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getBudgetTransactionCandidateSummary: vi.fn(),\\n 12| getBudgetTransactionCandidates: vi.fn(),\\n 13| updateBudgetTransactionCandidateCategory: vi.fn(),\\n 14| previewBatchBudgetTransactionCandidates: vi.fn(),\\n 15| batchBudgetTransactionCandidates: vi.fn(),\\n 16| confirmBudgetTransactionCandidate: vi.fn(),\\n 17| ignoreBudgetTransactionCandidate: vi.fn(),\\n 18| confirmBudgetTransactionCandidateSplit: vi.fn(),\\n 19| createReviewCategoryForCandidate: vi.fn(),\\n 20| markBudgetTransactionCandidateType: vi.fn()\\n 21|}))\\n 22|\\n 23|beforeEach(() => {\\n 24| vi.clearAllMocks()\\n 25| vi.mocked(getBudgetAccounts).mockResolvedValue([{ budget_account_id: 'acc1', name: 'Haushalt', account_type: 'checking', currency: 'CHF', is_active: true }] as any)\\n 26| vi.mocked(getBudgetCategories).mockResolvedValue([{ category_id: 'cat1', name: 'Essen & Haushalt', category_type: 'expense', is_active: true, children: [] }, { category_id: 'cat_media', name: 'Elektronische Medien', category_type: 'expense', is_active: true, children: [] }] as any)\\n 27| vi.mocked(getBudgetTransactionCandidateSummary).mockResolvedValue({ open_total: 2, auto_categorized: 0, review_needed: 1, galaxus_digitec: 0, migros_over_50: 0, covered_by_migros: 0, unclear: 0, possible_duplicates: 1 } as any)\\n 28| vi.mocked(getBudgetTransactionCandidates).mockResolvedValue([\\n 29| { transaction_candidate_id: 'cand1', source_file_label: 'visa.csv', source_type: 'credit_card_csv', transaction_date: '2026-03-02', description: 'APPLE.COM/BILL', merchant: 'Apple', amount_original: '10.00', currency_original: 'CHF', proposed_category_id: 'cat_media', proposed_category_name: 'Elektronische Medien', confidence: '0.90', requires_review: false, status: 'pending', classification: 'subscription_auto', review_reason: 'user_category_override' },\\n 30| { transaction_candidate_id: 'cand2', source_file_label: 'visa.csv', source_type: 'credit_card_csv', transaction_date: '2026-03-03', description: 'GOOGLE STORAGE', merchant: 'Google', amount_original: '2.00', currency_original: 'CHF', confidence: '0.80', requires_review: true, status: 'duplicate_candidate', classification: 'subscription_auto', review_reason: 'duplicate_detection_v1' }\\n 31| ] as any)\\n 32| vi.mocked(markBudgetTransactionCandidateType).mockResolvedValue({ status: 'transfer_candidate', classification: 'credit_card_payment', entity_id: 'cand1', audit_id: 'audit1', message: 'OK' } as any)\\n 33| vi.mocked(batchBudgetTransactionCandidates).mockResolvedValue({ updated_count: 2, skipped_count: 0, confirmed_count: 2, ignored_count: 2, reopened_count: 2, audit_id: 'audit_batch', errors: [] } as any)\\n 34| vi.mocked(previewBatchBudgetTransactionCandidates).mockResolvedValue({ preview_id: 'batchprev1', count: 1, categories: { 'Elektronische Medien': 1 }, sources: { credit_card_csv: 1 }, possible_duplicates: 1, blockers: { duplicate_candidates: 1, covered_by_source: 0, transfer_candidates: 0, without_category: 0, missing_required_fields: 0, not_confirmable: 0 }, conflicts: [{ candidate_id: 'cand2', reason: 'duplicate_candidate_blocked' }], can_confirm: false, requires_explicit_confirm: true } as any)\\n 35|})\\n 36|\\n 37|describe('Budget Import Production v2 review UI', () => {\\n 38| it('shows source-aware review tabs and candidate type actions', async () => {\\n 39| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 40| await flushPromises()\\n 41|\\n 42| expect(wrapper.text()).toContain('VISA')\\n 43| expect(wrapper.text()).toContain('Migros')\\n 44| expect(wrapper.text()).toContain('Raiffeisen')\\n 45| expect(wrapper.text()).toContain('AKB')\\n 46| expect(wrapper.text()).toContain('Kreditkartenausgleich')\\n 47| expect(wrapper.text()).toContain('True Wealth / Investment Transfers')\\n 48| expect(wrapper.text()).toContain('subscription_auto')\\n 49| })\\n 50|\\n 51| it('marks a candidate as credit card payment through audited type action', async () => {\\n 52| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 53| await flushPromises()\\n 54|\\n 55| await (wrapper.vm as any).markType({ transaction_candidate_id: 'cand1' }, 'credit_card_payment')\\n 56| await flushPromises()\\n 57|\\n 58| expect(markBudgetTransactionCandidateType).toHaveBeenCalledWith('cand1', 'credit_card_payment', 'User marked credit_card_payment')\\n 59| })\\n 60|\\n 61| it('shows bulk toolbar state, applies category to selected candidates, and keeps partial feedback visible', async () => {\\n 62| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 63| await flushPromises()\\n 64| expect(wrapper.get('[data-test=\\\"bulk-selection-count\\\"]').text()).toContain('Ausgewählt: 0')\\n 65| expect('disabled' in wrapper.get('[data-test=\\\"bulk-apply-category\\\"]').attributes() || wrapper.get('[data-test=\\\"bulk-apply-category\\\"]').attributes('aria-disabled') === 'true').toBe(true)\\n 66|\\n 67| ;(wrapper.vm as any).selected = ['cand1', 'cand2']\\n 68| ;(wrapper.vm as any).bulkCategory = 'cat_media'\\n 69| await flushPromises()\\n 70| await (wrapper.vm as any).bulkSetCategory()\\n 71| await flushPromises()\\n 72|\\n 73| expect(batchBudgetTransactionCandidates).toHaveBeenCalledWith({ candidate_ids: ['cand1', 'cand2'], action: 'category', category_id: 'cat_media', budget_year: '2026', note: 'Bulk category assignment' })\\n 74| expect(wrapper.text()).toContain('Kategorie auf Auswahl angewendet')\\n 75| })\\n 76|\\n 77| it('opens bulk confirm preview dialog and disables final confirm when blockers exist', async () => {\\n 78| const wrapper = mount(BudgetImportReviewPage, { global: { stubs: { teleport: true } } })\\n 79| await flushPromises()\\n 80| ;(wrapper.vm as any).selected = ['cand1', 'cand2']\\n 81| ;(wrapper.vm as any).confirmAccount = 'acc1'\\n 82| await (wrapper.vm as any).previewBatchConfirm()\\n 83| await flushPromises()\\n 84|\\n 85| expect(previewBatchBudgetTransactionCandidates).toHaveBeenCalledWith(['cand1', 'cand2'], 'acc1', '2026')\\n 86| expect(wrapper.text()).toContain('Bulk Confirm Preview')\\n 87| expect(wrapper.text()).toContain('duplicate_candidate_blocked')\\n 88| expect(wrapper.text()).toContain('Elektronische Medien')\\n 89| expect('disabled' in wrapper.get('[data-test=\\\"bulk-confirm-final\\\"]').attributes() || wrapper.get('[data-test=\\\"bulk-confirm-final\\\"]').attributes('aria-disabled') === 'true').toBe(true)\\n 90| })\\n 91|})\\n 92|\", \"total_lines\": 91, \"file_size\": 6830, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_XiDEM87w6cLxh8QSsoiv0XwG" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e02f0fae8819182282e272efd8588", "summary": [] } ], "tool_calls": [ { "id": "call_8q8FGyj06fhFqbIClljEXP59", "call_id": "call_8q8FGyj06fhFqbIClljEXP59", "response_item_id": "fc_011cf4c4a2671bda016a0e02f6117481918ea2e5d1247f4727", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":100,\"offset\":1500,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1500| bb = set(_normalized_merchant_name(b).split())\\n 1501| if not aa or not bb:\\n 1502| return False\\n 1503| return bool(aa & bb) or _normalized_merchant_name(a) in _normalized_merchant_name(b) or _normalized_merchant_name(b) in _normalized_merchant_name(a)\\n 1504|\\n 1505|\\n 1506|def detect_duplicate_candidates(conn: Connection, *, day_window: int = 2) -> dict[str, Any]:\\n 1507| candidates = conn.execute(\\\"\\\"\\\"\\n 1508| SELECT * FROM budget_transaction_candidates\\n 1509| WHERE status NOT IN ('confirmed','ignored','covered_by_source','covered_by_migros','auto_ignored_duplicate','superseded','reference_2025','archived_reference')\\n 1510| AND transaction_date IS NOT NULL AND amount_original IS NOT NULL\\n 1511| \\\"\\\"\\\").fetchall()\\n 1512| transactions = conn.execute(\\\"SELECT * FROM budget_transactions WHERE status='confirmed' AND transaction_date IS NOT NULL\\\").fetchall()\\n 1513| safe = possible = 0\\n 1514| ts = now()\\n 1515| for cand in candidates:\\n 1516| try:\\n 1517| cdate = datetime.fromisoformat(str(cand[\\\"transaction_date\\\"])[:10])\\n 1518| camount = Decimal(str(cand[\\\"amount_original\\\"]))\\n 1519| except Exception:\\n 1520| continue\\n 1521| cmerchant = str(cand[\\\"merchant_display_name\\\"] or cand[\\\"merchant\\\"] or cand[\\\"description\\\"] or \\\"\\\")\\n 1522| for tx in transactions:\\n 1523| try:\\n 1524| tdate = datetime.fromisoformat(str(tx[\\\"transaction_date\\\"])[:10])\\n 1525| tamount = Decimal(str(tx[\\\"amount_original\\\"]))\\n 1526| except Exception:\\n 1527| continue\\n 1528| day_diff = abs((cdate - tdate).days)\\n 1529| if day_diff > day_window or camount != tamount or str(cand[\\\"currency_original\\\"] or \\\"CHF\\\") != str(tx[\\\"currency_original\\\"] or \\\"CHF\\\"):\\n 1530| continue\\n 1531| if not _similar_merchant(cmerchant, str(tx[\\\"payee\\\"] or tx[\\\"description\\\"] or \\\"\\\")):\\n 1532| continue\\n 1533| exact_text = _normalized_merchant_name(cmerchant) == _normalized_merchant_name(str(tx[\\\"payee\\\"] or tx[\\\"description\\\"] or \\\"\\\"))\\n 1534| high_conf = Decimal(str(cand[\\\"confidence\\\"] or \\\"0\\\")) >= Decimal(\\\"0.95\\\")\\n 1535| if day_diff == 0 and exact_text and high_conf:\\n 1536| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='auto_ignored_duplicate', status_label='Automatisch ignoriertes Duplikat', duplicate_of_transaction_id=?, requires_review=0, review_reason='safe_duplicate_existing_transaction', updated_at=? WHERE transaction_candidate_id=?\\\", (tx[\\\"budget_transaction_id\\\"], ts, cand[\\\"transaction_candidate_id\\\"]))\\n 1537| record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"auto_ignore_duplicate\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=cand[\\\"transaction_candidate_id\\\"], old_values={\\\"status\\\": cand[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"auto_ignored_duplicate\\\", \\\"duplicate_of_transaction_id\\\": tx[\\\"budget_transaction_id\\\"]}, created_by=\\\"system\\\")\\n 1538| safe += 1\\n 1539| else:\\n 1540| conn.execute(\\\"UPDATE budget_transaction_candidates SET status='duplicate_candidate', status_label=?, duplicate_of_transaction_id=?, requires_review=1, review_reason='duplicate_detection_v1', updated_at=? WHERE transaction_candidate_id=?\\\", (STATUS_LABELS[\\\"duplicate_candidate\\\"], tx[\\\"budget_transaction_id\\\"], ts, cand[\\\"transaction_candidate_id\\\"]))\\n 1541| possible += 1\\n 1542| break\\n 1543| audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_duplicate_detection_v2\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"duplicate_detection_v2\\\", new_values={\\\"safe_duplicate_count\\\": safe, \\\"possible_duplicate_count\\\": possible}, created_by=\\\"system\\\")\\n 1544| conn.commit()\\n 1545| return {\\\"duplicate_count\\\": safe + possible, \\\"safe_duplicate_count\\\": safe, \\\"possible_duplicate_count\\\": possible, \\\"audit_id\\\": audit_id}\\n 1546|\\n 1547|\\n 1548|def archive_reference_year_candidates(conn: Connection, *, active_year: str = \\\"2026\\\", reference_year: str = \\\"2025\\\") -> dict[str, int | str]:\\n 1549| ts = now()\\n 1550| rows = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE substr(transaction_date,1,4)=? AND status NOT IN ('confirmed','reference_2025','archived_reference','superseded')\\\", (reference_year,)).fetchall()\\n 1551| updated = 0\\n 1552| for row in rows:\\n 1553| status = f\\\"reference_{reference_year}\\\" if reference_year == \\\"2025\\\" else \\\"archived_reference\\\"\\n 1554| conn.execute(\\\"UPDATE budget_transaction_candidates SET status=?, requires_review=0, review_reason=?, updated_at=? WHERE transaction_candidate_id=?\\\", (status, f\\\"reference_year_not_active_budget_{active_year}\\\", ts, row[\\\"transaction_candidate_id\\\"]))\\n 1555| record_audit_event(conn, source=\\\"phase110_cleanup\\\", action=\\\"archive_reference_year_candidate\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=row[\\\"transaction_candidate_id\\\"], old_values=row_to_dict(row), new_values={\\\"status\\\": status, \\\"active_year\\\": active_year}, created_by=\\\"system\\\")\\n 1556| updated += 1\\n 1557| conn.commit()\\n 1558| return {\\\"updated_count\\\": updated, \\\"active_year\\\": active_year, \\\"reference_year\\\": reference_year}\\n 1559|\\n 1560|\\n 1561|def cleanup_migros_article_candidates(conn: Connection, *, dry_run: bool = True) -> dict[str, int]:\\n 1562| where = \\\"\\\"\\\"\\n 1563| status IN ('pending','needs_review','duplicate')\\n 1564| AND (lower(COALESCE(source_file_label,'')) LIKE '%migros%' OR lower(COALESCE(source_file_label,'')) LIKE '%cumulus%')\\n 1565| AND COALESCE(source_type,'') NOT IN ('migros_receipt')\\n 1566| \\\"\\\"\\\"\\n 1567| rows = conn.execute(f\\\"SELECT transaction_candidate_id FROM budget_transaction_candidates WHERE {where}\\\").fetchall()\\n 1568| count = len(rows)\\n 1569| if dry_run:\\n 1570| return {\\\"article_candidate_count\\\": count, \\\"superseded_count\\\": 0, \\\"dry_run\\\": 1}\\n 1571| ts = now()\\n 1572| conn.execute(f\\\"UPDATE budget_transaction_candidates SET status='superseded', review_reason='superseded_by_migros_receipt_aggregation', updated_at=? WHERE {where}\\\", (ts,))\\n 1573| audit_id = record_audit_event(conn, source=\\\"budget_phase15_cleanup\\\", action=\\\"cleanup_migros_article_candidates\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=\\\"migros_article_candidates\\\", new_values={\\\"article_candidate_count\\\": count, \\\"status\\\": \\\"superseded\\\"}, created_by=\\\"agent\\\")\\n 1574| conn.commit()\\n 1575| return {\\\"article_candidate_count\\\": count, \\\"superseded_count\\\": count, \\\"audit_id\\\": audit_id, \\\"dry_run\\\": 0}\\n 1576|\", \"total_lines\": 1575, \"file_size\": 107661, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_8q8FGyj06fhFqbIClljEXP59" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e02fb83d88191afe76a7e4fa4989e", "summary": [] } ], "tool_calls": [ { "id": "call_9wL9wLwMm58ChzxqiMQaAnnE", "call_id": "call_9wL9wLwMm58ChzxqiMQaAnnE", "response_item_id": "fc_011cf4c4a2671bda016a0e0305ebc48191b9c709421b99a8bb", "type": "function", "function": { "name": "write_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_duplicate_handling_hotfix.py\",\"content\":\"from __future__ import annotations\\n\\nimport pytest\\nfrom fastapi import HTTPException\\n\\nfrom jarvis_finance.services.budget_accounts import confirm_create_budget_account\\nfrom jarvis_finance.services.budget_categories import confirm_create_category\\nfrom jarvis_finance.services.budget_csv_imports import import_budget_csv_text\\nfrom jarvis_finance.services.budget_imports import (\\n batch_mark_candidates,\\n confirm_duplicate_override,\\n confirm_transaction_candidate,\\n list_transaction_candidates,\\n preview_batch_confirm_candidates,\\n)\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\ndef db():\\n conn = connect_memory()\\n apply_migrations(conn)\\n return conn\\n\\n\\ndef setup_base(conn):\\n account = confirm_create_budget_account(conn, {\\\"name\\\": \\\"Budget Konto\\\", \\\"account_type\\\": \\\"cash\\\", \\\"currency\\\": \\\"CHF\\\"})[\\\"entity_id\\\"]\\n food = confirm_create_category(conn, {\\\"name\\\": \\\"Essen & Haushalt\\\", \\\"category_type\\\": \\\"expense\\\"})[\\\"entity_id\\\"]\\n return account, food\\n\\n\\ndef candidate(conn, cid: str, *, status: str = \\\"pending\\\", category_id: str | None = None, description: str = \\\"M Windisch\\\", source_type: str = \\\"migros_receipts\\\") -> None:\\n conn.execute(\\n \\\"\\\"\\\"\\n INSERT INTO budget_transaction_candidates(\\n transaction_candidate_id, source_file_label, source_row_or_range, source_type,\\n transaction_date, description, merchant, amount_original, currency_original,\\n proposed_category_id, proposed_category_name, confidence, requires_review, status,\\n classification, review_reason, raw_fingerprint, created_at, updated_at\\n ) VALUES (?, '2026 Migros Einkäufe.csv', ?, ?, '2026-03-20', ?, 'M Windisch', '0.40', 'CHF', ?,\\n CASE WHEN ? IS NULL THEN NULL ELSE 'Essen & Haushalt' END, '0.80', 0, ?, 'migros_receipt_food_household',\\n 'duplicate_detection_v1', ?, '2026-01-01T00:00:00', '2026-01-01T00:00:00')\\n \\\"\\\"\\\",\\n (cid, cid, source_type, description, category_id, category_id, status, cid),\\n )\\n conn.commit()\\n\\n\\ndef test_normal_review_and_migros_tab_exclude_duplicates_but_duplicates_tab_shows_them() -> None:\\n conn = db(); _account, food = setup_base(conn)\\n candidate(conn, \\\"open1\\\", status=\\\"pending\\\", category_id=food)\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_candidate\\\", category_id=food)\\n candidate(conn, \\\"blocked1\\\", status=\\\"duplicate_blocked\\\", category_id=food)\\n candidate(conn, \\\"possible1\\\", status=\\\"possible_duplicate\\\", category_id=food)\\n\\n normal_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, budget_year=\\\"2026\\\")}\\n migros_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, tab=\\\"migros\\\", budget_year=\\\"2026\\\")}\\n duplicate_ids = {r[\\\"transaction_candidate_id\\\"] for r in list_transaction_candidates(conn, tab=\\\"duplicates\\\", budget_year=\\\"2026\\\")}\\n\\n assert normal_ids == {\\\"open1\\\"}\\n assert migros_ids == {\\\"open1\\\"}\\n assert duplicate_ids == {\\\"dup1\\\", \\\"blocked1\\\", \\\"possible1\\\"}\\n\\n\\n@pytest.mark.parametrize(\\\"status\\\", [\\\"duplicate_candidate\\\", \\\"duplicate_blocked\\\", \\\"possible_duplicate\\\", \\\"superseded\\\", \\\"covered_by_migros\\\", \\\"ignored\\\"])\\ndef test_normal_confirm_guard_blocks_duplicate_and_covered_statuses(status: str) -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, f\\\"cand_{status}\\\", status=status, category_id=food)\\n\\n with pytest.raises(HTTPException) as exc:\\n confirm_transaction_candidate(conn, f\\\"cand_{status}\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\"})\\n\\n assert exc.value.status_code == 409\\n assert \\\"Kandidat ist als Duplikat/covered/ignored markiert\\\" in str(exc.value.detail)\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transactions\\\").fetchone()[0] == 0\\n\\n\\ndef test_duplicate_override_requires_reason_and_audits_explicit_booking() -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_candidate\\\", category_id=food)\\n\\n with pytest.raises(HTTPException) as exc:\\n confirm_duplicate_override(conn, \\\"dup1\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\"})\\n assert exc.value.status_code == 422\\n\\n result = confirm_duplicate_override(conn, \\\"dup1\\\", {\\\"account_id\\\": account, \\\"category_id\\\": food, \\\"budget_year\\\": \\\"2026\\\", \\\"reason\\\": \\\"Bewusst separater Bon trotz Treffer\\\"})\\n\\n assert result[\\\"status\\\"] == \\\"confirmed\\\"\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transactions\\\").fetchone()[0] == 1\\n audit_actions = {r[0] for r in conn.execute(\\\"SELECT action FROM audit_events\\\").fetchall()}\\n assert \\\"candidate_duplicate_override_confirmed\\\" in audit_actions\\n\\n\\ndef test_batch_confirm_skips_duplicates_and_reports_per_candidate_error() -> None:\\n conn = db(); account, food = setup_base(conn)\\n candidate(conn, \\\"ok1\\\", status=\\\"pending\\\", category_id=food, description=\\\"Coop Einkauf\\\", source_type=\\\"visa_credit_card\\\")\\n candidate(conn, \\\"dup1\\\", status=\\\"duplicate_blocked\\\", category_id=food)\\n\\n preview = preview_batch_confirm_candidates(conn, candidate_ids=[\\\"ok1\\\", \\\"dup1\\\"], account_id=account, budget_year=\\\"2026\\\")\\n assert preview[\\\"count\\\"] == 1\\n assert preview[\\\"can_confirm\\\"] is False\\n assert preview[\\\"conflicts\\\"] == [{\\\"candidate_id\\\": \\\"dup1\\\", \\\"reason\\\": \\\"duplicate_candidate_blocked\\\"}]\\n\\n result = batch_mark_candidates(conn, candidate_ids=[\\\"ok1\\\", \\\"dup1\\\"], action=\\\"confirm\\\", account_id=account, preview_id=preview[\\\"preview_id\\\"], budget_year=\\\"2026\\\")\\n assert result[\\\"confirmed_count\\\"] == 1\\n assert result[\\\"skipped_count\\\"] == 1\\n assert result[\\\"errors\\\"] == [{\\\"candidate_id\\\": \\\"dup1\\\", \\\"error\\\": \\\"duplicate_candidate_blocked\\\"}]\\n assert conn.execute(\\\"SELECT status FROM budget_transaction_candidates WHERE transaction_candidate_id='dup1'\\\").fetchone()[0] == \\\"duplicate_blocked\\\"\\n\\n\\ndef test_migros_receipt_key_import_is_idempotent_across_reimports_and_article_rows_are_detail_only() -> None:\\n conn = db(); _account, food = setup_base(conn)\\n csv_text = \\\"Datum;Zeit;Filiale;Kassennummer;Transaktionsnummer;Artikel;Menge;Aktion;Umsatz\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel A;1;;1.10\\\\n02.01.2026;10:00;Migros Test;1;99;Artikel B;1;;2.20\\\\n\\\"\\n\\n first = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"2026 Migros Einkäufe.csv\\\", dry_run=False, default_category_id=food)\\n second = import_budget_csv_text(conn, \\\"migros_receipts\\\", csv_text, source_file_label=\\\"same receipt exported again.csv\\\", dry_run=False, default_category_id=food)\\n\\n assert first[\\\"candidate_count\\\"] == 1\\n assert second[\\\"candidate_count\\\"] == 0\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE source_type IN ('migros_receipts','migros_receipt')\\\").fetchone()[0] == 1\\n assert conn.execute(\\\"SELECT COUNT(*) FROM budget_import_line_items\\\").fetchone()[0] == 2\\n\"}" } } ] }, { "role": "tool", "name": "write_file", "content": "{\"bytes_written\": 6834, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [11:5] \\\"confirm_duplicate_override\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\n\"}", "tool_call_id": "call_9wL9wLwMm58ChzxqiMQaAnnE" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf", "call_id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf", "response_item_id": "fc_011cf4c4a2671bda016a0e032e1c3c8191b23438ab9353b706", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"pytest -q tests/unit/test_budget_duplicate_handling_hotfix.py\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"==================================== ERRORS ====================================\\n_____ ERROR collecting tests/unit/test_budget_duplicate_handling_hotfix.py _____\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_duplicate_handling_hotfix.py'.\\nHint: make sure your test modules/packages have valid Python names.\\nTraceback:\\n../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module\\n return _bootstrap._gcd_import(name[level:], package, level)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\ntests/unit/test_budget_duplicate_handling_hotfix.py:9: in \\n from jarvis_finance.services.budget_imports import (\\nE ImportError: cannot import name 'confirm_duplicate_override' from 'jarvis_finance.services.budget_imports' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py)\\n=========================== short test summary info ============================\\nERROR tests/unit/test_budget_duplicate_handling_hotfix.py\\n!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!\\n1 error in 0.30s\", \"exit_code\": 2, \"error\": null}", "tool_call_id": "call_NsBcQ5lCZ6hD8ABfaYf5GKnf" }, { "role": "assistant", "content": "", "reasoning": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!", "finish_reason": "tool_calls", "reasoning_content": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgM7B5GjBGItwbsuZcgACDzDNjp22oWR_M74XpgW7JZNYsAOgz6TzIVDM6VmqgFUpiU5uLBC2bx4GtxwIyou9soD-JPC8ovdxqPQLUWDfhFZDoOqvCIy4J7qhxXskg09iMUIWfl6sS0L_RkjftePVMvgwJC2x6UtrhRSa7mYGSh-QlA-DJWd8yQdCxTbiBQx9VTw3y1_gz8Q4XsKSLK2TlR3ytWnnTzNSLjGl-3z76zqUUjtwdqQJkyeLaIwZ8UWLIYNhJ1Sd9p7PyIstHtM2oxiJwAsL_qSQvo0aKaQMhh6LISgLBRgymXr8BQNY_iMAtaOet0sVwcUMiwIZWXnXZij8MS9AqRFSC0FM7Hkfi6f8W3D2unwCBsgaAOZCmGiRwKKg9JJorTua6CTVwwp47L1zo16fSN1lltRRgEEnTlTfsEE1F9fLcbdA56ZbEDnklt8t2esRXRxgQJflAbh9PweuQgwmDVpTUuF1KncaYVjRQGz-M7PDgBRVzpjJV8-9FGNcIjd2nsI4RO7IMgX14DdROQg_MemBwZuPuejTqJ0vXxEQ2OuyWBf_RkQ3QM_egp9mc2AqQPgOU0-2w5g9pkgX-ephKicbm1koQzOYRtmlfVZRoauXuRXso3PY98NQnGeqIGHqVCKOSug6zTFu5tCNr4K-9RkofLxCkm4B2hu0URMjng0bdIrhC9gxC6j7TeDtm533TZP9hTmWp75ACMCalvBw9RlYsGsmistsOf7qw8jIoeKiZWYpBRozAIGkKvCwBeQdFEItjNLDi0aXOCrvuPaZe78b9zEts36ruvYkICvuwD3anlgFwRRwxjlZbiKDV3houEi9tcr48i7L1GIKu0TWtS6xveeUpfZ8vkkLy1zYrN3ci7CC2LWVybABD9HNMoOqEXShz1IVS11AijmXJYE_223bqsVV5kbccH3VfLxIwrVYnL_-pMBSY8NdhLSy-wtUM9Q1gxdOq4cs5ZeD1S_G8-N5yEFIhakLPs5RWgJKqj1PqOLSq6Jub8AGO3Lh0p4n_ej4ZUZ_n8qqPV9aVfW86MIOiv1847DYow19zp9bq0GF4SMeGAzdswrq_uwYWAHVX_vwZmg8kVq7RexS74M1ZSKgiSuoxQHc2PvpKT7Xs2FplksSn2GBvzBx8Z2", "id": "rs_011cf4c4a2671bda016a0e0332235c81919f5c87ca1a0fa67c", "summary": [ { "type": "summary_text", "text": "**Implementing patch updates**\n\nI’m focusing on using a patch for the implementation. I need to include the necessary router imports and set up the endpoint along with the frontend API. It might also be important to add some UI tests, but I think I'll prioritize the backend first. I’m noticing I have some constants around 145 that I need to patch. So let’s get started on that!" } ] } ], "tool_calls": [ { "id": "call_earHmo4oDwrsrbGzcyaGuSAl", "call_id": "call_earHmo4oDwrsrbGzcyaGuSAl", "response_item_id": "fc_011cf4c4a2671bda016a0e03340ef88191a864e4a2cb0bb5d4", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"old_string\":\"USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\nUSER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\nUSER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\nUSER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n\",\"new_string\":\"USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\nUSER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"possible_duplicate\\\", \\\"duplicate_blocked\\\"}\\nUSER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"} | USER_DUPLICATE_STATUSES\\nUSER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\nNORMAL_REVIEW_EXCLUDED_STATUSES = USER_EXCLUDED_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\"}\\nDUPLICATE_CONFIRM_BLOCKED_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\nDUPLICATE_CONFIRM_BLOCK_MESSAGE = \\\"Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt werden.\\\"\\n\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -143,9 +143,12 @@\\n \\n \\n USER_OPEN_STATUSES = {\\\"pending\\\", \\\"auto_categorized\\\", \\\"needs_review\\\", \\\"transfer_candidate\\\"}\\n-USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}\\n-USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n+USER_DUPLICATE_STATUSES = {\\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"possible_duplicate\\\", \\\"duplicate_blocked\\\"}\\n+USER_EXCLUDED_STATUSES = {\\\"confirmed\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"} | USER_DUPLICATE_STATUSES\\n USER_VISIBLE_SPECIAL_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_source\\\", \\\"covered_by_migros\\\", \\\"already_processed\\\"}\\n+NORMAL_REVIEW_EXCLUDED_STATUSES = USER_EXCLUDED_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\"}\\n+DUPLICATE_CONFIRM_BLOCKED_STATUSES = USER_DUPLICATE_STATUSES | {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"ignored\\\", \\\"superseded\\\", \\\"auto_ignored_duplicate\\\", \\\"reference_2025\\\", \\\"archived_reference\\\", \\\"already_processed\\\"}\\n+DUPLICATE_CONFIRM_BLOCK_MESSAGE = \\\"Kandidat ist als Duplikat/covered/ignored markiert und kann nicht normal bestätigt werden.\\\"\\n \\n STATUS_LABELS = {\\n \\\"pending\\\": \\\"Offen\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_earHmo4oDwrsrbGzcyaGuSAl" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_LExHx4GsxGFWnOOhgeZLntPF", "call_id": "call_LExHx4GsxGFWnOOhgeZLntPF", "response_item_id": "fc_011cf4c4a2671bda016a0e0341724481918507793da469c616", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\",\"old_string\":\" existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n \\\"\\\"\\\",\\n (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n ).fetchone()\\n if existing:\\n return False\\n\",\"new_string\":\" if row.get(\\\"receipt_key\\\") and row.get(\\\"source_type\\\") in {\\\"migros_receipt\\\", \\\"migros_receipts\\\"}:\\n existing_receipt = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_type IN ('migros_receipt','migros_receipts')\\n AND receipt_key=?\\n AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n \\\"\\\"\\\",\\n (row.get(\\\"receipt_key\\\"),),\\n ).fetchone()\\n if existing_receipt:\\n return False\\n existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n WHERE source_file_label=? AND source_row_or_range=? AND transaction_date IS ?\\n AND description=? AND COALESCE(amount_original,'')=COALESCE(?, '')\\n \\\"\\\"\\\",\\n (row[\\\"source_file_label\\\"], row.get(\\\"source_row_or_range\\\"), row.get(\\\"transaction_date\\\"), row[\\\"description\\\"], row.get(\\\"amount_original\\\")),\\n ).fetchone()\\n if existing:\\n return False\\n\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -204,6 +204,18 @@\\n \\n \\n def _insert_candidate(conn: Connection, row: dict[str, Any]) -> bool:\\n+ if row.get(\\\"receipt_key\\\") and row.get(\\\"source_type\\\") in {\\\"migros_receipt\\\", \\\"migros_receipts\\\"}:\\n+ existing_receipt = conn.execute(\\n+ \\\"\\\"\\\"\\n+ SELECT 1 FROM budget_transaction_candidates\\n+ WHERE source_type IN ('migros_receipt','migros_receipts')\\n+ AND receipt_key=?\\n+ AND status NOT IN ('superseded','ignored','reference_2025','archived_reference')\\n+ \\\"\\\"\\\",\\n+ (row.get(\\\"receipt_key\\\"),),\\n+ ).fetchone()\\n+ if existing_receipt:\\n+ return False\\n existing = conn.execute(\\n \\\"\\\"\\\"\\n SELECT 1 FROM budget_transaction_candidates\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_LExHx4GsxGFWnOOhgeZLntPF" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgNSCZWxEOZbJKJxhEBAbzxspbd03XFwOQ4RXVpX-OTFqdaaJeyHuO-w7GqyGkInLWL2rYKqwobsqWO20XrL0fyAGPXc3jvGOVCTSXMEKBFQpnY8rkwdPad-ZuubkOXt2oMlsBySUYlPEqaUx59j28Xfvj8jiO5yW86Rp5OI0P-BEcE5-piLOGK4gNr4aLPHsrEtkey-ebXh9pg1H-OzHimL1QqZUVdnBkKU29c_lplStBa2Ju_u_BCITvDMHtX-10QM2Be1XrhW6Ipf9KCHCH_dmNrgs4ZFOFK0FfzIQGOvS0HwpZ4B5uoW-0TxFtZG5AUbInXcZZW7Y64lxkgp62SZI6J4s1yksQEaeELTuztQzogW51wEYEXUlY-_X9Yk4yGNj0SRtIyUqPEc_THJqwh6yEyiL_f2bwRpRG8ee8hgX-qDi-9VoOpue6HyaNcjheHKivq6QxY4YTd95bPTWctao4iqqPsQPhMWAKGknXqTU_fVHbA_ymMmn7-jUIlJm_TLoM-8qq_EwAk0FnAqUkAy_RI3Uv68uziinAQ4m1m3oj90Setv5ygzGgeV6RifFt2tsOa0qmwXMYCKEQBmJhx_vCOFDb25zclrKJv0gfqsk7qfAQcYchd_-TnLatyZFLaJ4bMBEeQkhtLFmAuSxIi5DZhBFhWs8ksRfnHySEoiuRapXz2Wq9cNVTNY3uu1sJ9fQSIqC44CeCp3TH8_ofDNM0qMqKdCFXMy230pP_Bk7oaNABCn4EZxatW6dqjA_4EhyHE5MTHWDOtWabqSYLgQo_DnDqkC09Kh9neiPgYVI4ObYE2ikdzpcR4q56sPGS60TY_THXT7uJpNnfQBD_hNw2wWSPPFcZWR_EBEynyPm_GkNfz0EaQkOBON5Nhf9RntDzxs4J1Od6Jf_yw7IG9rWAIiiesYOnnb8zwqS6-5cgPunrFeQtHBWWZF2z6R0cbq", "id": "rs_011cf4c4a2671bda016a0e034f7c9881918a61777415bfe9c7", "summary": [] } ], "tool_calls": [ { "id": "call_YO1C5E2LMKaZCDhiTPRaOYUs", "call_id": "call_YO1C5E2LMKaZCDhiTPRaOYUs", "response_item_id": "fc_011cf4c4a2671bda016a0e034ffd64819198329209d5d89632", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"old_string\":\" \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n\",\"new_string\":\" \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"possible_duplicate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"duplicate_blocked\\\": \\\"Blockiertes Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -159,6 +159,8 @@\\n \\\"covered_by_source\\\": \\\"Durch Quelle abgedeckt\\\",\\n \\\"covered_by_migros\\\": \\\"Durch Migros abgedeckt\\\",\\n \\\"duplicate_candidate\\\": \\\"Mögliches Duplikat\\\",\\n+ \\\"possible_duplicate\\\": \\\"Mögliches Duplikat\\\",\\n+ \\\"duplicate_blocked\\\": \\\"Blockiertes Duplikat\\\",\\n \\\"duplicate\\\": \\\"Mögliches Duplikat\\\",\\n \\\"transfer_candidate\\\": \\\"Möglicher Transfer\\\",\\n \\\"already_processed\\\": \\\"Bereits verarbeitet\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_YO1C5E2LMKaZCDhiTPRaOYUs" }, { "role": "assistant", "content": "", "reasoning": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!", "finish_reason": "tool_calls", "reasoning_content": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgNdMiRrB15NI1fozDdnWvdGLnvS9UltHrH7r13gyLhMkE9QRSrjQLHH7sZaWypuf6e1pvWUj8HKiMfv5yFAREFXN4BuHkMUzaG-jgjUmCApR64OQWu0hM_T6q964_-IQaNZJWIrDBo0mZSFVgyxD-oO3A_2KkOTH7gxjW0_cJPBDk0Ug-rOsWAn__bDbkHSAEdMmnXHFEn0JNafe_s-q4XMw49g9W8TBQL-75cTCzHxYGaRF497w3-jjyLhRdnkA_yrHSKIGqMpxkaNeQ8ToKYLqdFirbrH5yOzH40OhkuA4ktECD403u4ZyVAey-QluAmA-gOaQ_U3tkOlzArUsV2ij5xQ51iqtAmOUf0aJp-T24qChT7Fidq8bfXeTcgDKKm5JRvYqS_oOzuRzYeCYmRxe5Z21lkkn4zjX4dNNgxt5Qh2EgUeRnPwcxibBgCT40MiARiRENMEo39eQ9FyL5ZhZk-ERCdbLX48pBt_sApHbk4r3aX7WDw32_oB3W2BNch3zeYwSrVm01D5taMjCB5wAV8J65iEgImx8w822mDuElsgnM6h5NNBF-o57FraNAM1CPEvkp_Lst4XDDQhBxaAjI-UHUWY5TkurbW4XYt5OshUnsUd0pXi1DWRRuvWbmtH-243NwbBiRGV0AtRFjpgWlZV9gAryurfdhA5P_t7IP-mMnIJZqvWcrN2oeEQrxBV9umEF6-vDxgc7HdD8FyRo8gZU5vvZiNb54NlQ6S2UcREd6ce6AcLqR8ElINVc2CkwKA_iNBak2NpzqrdxUZw324ixBv1Z_ge1J3du6_0UYLU4dVecZ3HukNBjVIlhOFzdw_Zq3zBU04JlayC4vvcHl0r3nuk0k9fTeUra0XM3mWLqjeQ0dUAcqmr_Ie_lgWnb-qlTH-ihR5iagpUjeAZ3LFgh69dlS5IMFCGdwCN_o3fHnbHP8KlgHGN3o4wvHZEz900UtBXnImoPvR5YS1d7ktinIpWqX84ETd9jftqPkoVW_ORyOpVbqdHM5SeX2CqXzDLSISTShehFKYHh-BuXFcz-S0yhp7K_h58geV9DQFO9L27rTKr79_fge-DHtFDRp8_XzbJc_YjZn-bHJoE-NLkIE7DlmoIvKz2_YJa-mwZBvsYzPDtmg3l_Qu50BWt", "id": "rs_011cf4c4a2671bda016a0e035729ec8191b9e9436e60775b63", "summary": [ { "type": "summary_text", "text": "**Considering query optimization**\n\nI need to patch the list filters and think about whether to use a parameter list. It might make sense to simplify the SQL string definition. I should incorporate constants into the query instead of hardcoding strings. I’m planning to replace lines 765-770 and will need to address mapping any duplicates or migros too. This could streamline things significantly. Let's dive into the details!" } ] } ], "tool_calls": [ { "id": "call_oYhvKU739LjU2oseTUiSkg92", "call_id": "call_oYhvKU739LjU2oseTUiSkg92", "response_item_id": "fc_011cf4c4a2671bda016a0e03599cd08191b845348300d777e8", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" normal_excluded_sql = \\\"'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed'\\\"\\n if status == \\\"open\\\":\\n clauses.append(\\\"status IN ('pending','auto_categorized','needs_review')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n clauses.append(f\\\"status NOT IN ({normal_excluded_sql})\\\")\\n\",\"old_string\":\" if status == \\\"open\\\":\\n clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -779,12 +779,13 @@\\n clauses=[]; params=[]\\n if budget_year:\\n clauses.append(\\\"substr(transaction_date,1,4)=?\\\"); params.append(budget_year)\\n+ normal_excluded_sql = \\\"'confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','reference_2025','archived_reference','already_processed'\\\"\\n if status == \\\"open\\\":\\n- clauses.append(\\\"status IN ('pending','auto_categorized','needs_review','transfer_candidate')\\\")\\n+ clauses.append(\\\"status IN ('pending','auto_categorized','needs_review')\\\")\\n elif status:\\n clauses.append(\\\"status=?\\\"); params.append(status)\\n elif not include_reference and not tab:\\n- clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superseded','reference_2025','archived_reference','already_processed')\\\")\\n+ clauses.append(f\\\"status NOT IN ({normal_excluded_sql})\\\")\\n if tab:\\n mapping = {\\n \\\"auto\\\": \\\"requires_review=0 AND status IN ('pending','auto_categorized')\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_oYhvKU739LjU2oseTUiSkg92" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_Yz1BlL8W5TfZtE0hNWEquMob", "call_id": "call_Yz1BlL8W5TfZtE0hNWEquMob", "response_item_id": "fc_011cf4c4a2671bda016a0e0362132c8191a172a6be9b701943", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')\\\",\\n\",\"old_string\":\" \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -799,7 +799,7 @@\\n \\\"pets\\\": \\\"classification='pets'\\\",\\n \\\"unclear\\\": \\\"classification IN ('admin_other','unclear','legacy_csv_seed','card_uncategorized')\\\",\\n \\\"covered_by_migros\\\": \\\"status='covered_by_migros'\\\",\\n- \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate')\\\",\\n+ \\\"duplicates\\\": \\\"status IN ('duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked')\\\",\\n \\\"auto_ignored_duplicates\\\": \\\"status='auto_ignored_duplicate'\\\",\\n \\\"covered_by_source\\\": \\\"status IN ('covered_by_migros','covered_by_source')\\\",\\n \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Yz1BlL8W5TfZtE0hNWEquMob" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_8ysi0DgaYFfmgqbHUdJdQJQa", "call_id": "call_8ysi0DgaYFfmgqbHUdJdQJQa", "response_item_id": "fc_011cf4c4a2671bda016a0e0369748481919bdeb7b986e5b49b", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\\"migros\\\": \\\"(source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros') AND status NOT IN ('confirmed','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','ignored','reference_2025','archived_reference')\\\",\\n\",\"old_string\":\" \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -805,7 +805,7 @@\\n \\\"transfers\\\": \\\"classification='transfer_candidate' OR status='transfer_candidate'\\\",\\n \\\"bank\\\": \\\"source_type IN ('bank_csv','raiffeisen_bank','akb_bank')\\\",\\n \\\"visa\\\": \\\"source_type='visa_credit_card' OR source_type='credit_card_csv'\\\",\\n- \\\"migros\\\": \\\"source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros'\\\",\\n+ \\\"migros\\\": \\\"(source_type IN ('migros_receipts','migros_receipt') OR status='covered_by_migros') AND status NOT IN ('confirmed','duplicate','duplicate_candidate','possible_duplicate','duplicate_blocked','superseded','ignored','reference_2025','archived_reference')\\\",\\n \\\"raiffeisen\\\": \\\"source_type='raiffeisen_bank'\\\",\\n \\\"akb\\\": \\\"source_type='akb_bank'\\\",\\n \\\"income\\\": \\\"classification='income_candidate'\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_8ysi0DgaYFfmgqbHUdJdQJQa" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgN2o2b42ErlJfPTAtkobLZIOnsjzB42HMxXK6em8bNCN8ce_02imZoSEfHwT_d-F3DGgJSRcHVmtW8IkR1Z_FKuio46RQzLsxeRykHkNWILi7k-yjnZ_3BD8xe9fWgHgatM-oqjVRacQoO77AndYc3Ror43NJByGxA_LgsKjWTMtO96kKk0Xz578Sl2nL5wugGvfRqAeL0QoOxXPjnn61SYG68zhcTKEnrgV9ZPnfn6SMC7qxm2lyNuvrV8wbHjb2SVkiCApWsnMVel4xYHD8Du7LX4WAaZUPDGQkg4r6EEZC2cYEG6KrxOzxzwi3rpHrbboyC8gcelDazALYFjp6lG-wWcPI4CZzY_CAmuMy7EPxyJQoP3xfnkmOE3cjtzd47jy1Vut--8_RlcdHEwkUGloajfnWye7sdBwPU9NSZ_gqHlDqvCXthTPVpyHoSPy2R0Z2EslpD6DnUZoUE_6JEj9lQfpPPGtmgmKjrd5GXuahBYkyc5TP7-BOKaNNtM3jUaYoO6ZxqTma0EbNcKh_SAOe4jx8lhOHL7u-h7j0lJ7xRRfoKpN-wy-3_nWqFsiShw2qwJOwo6l_lLn7uExvhWix15Jol1kbviNwNGnMppGK-xy4EdMRpNaHWk8AXvOIhBxNgN7sqOifEhJzRx3ttSQ8h17AkH5NZbK59lpKeE-fGGfzl6AKljbyzN94qHSIH8fMln7EFOvWOKH83wZQ1N_YgpCiP1s7F8yavtzhSmpTAB0eRZmfj-qHm8Eb5qEjn3R0kVmmlc0DYc4VJOBjUqu9Fw-4nSUS0-hgL90vztRtk7FtlMJMmqYPV1MjfF5_13805-uYeDPYTZojYVhQF5gieKPhUDDt5_AHtnhmFxBbU11A27VH26PFC0UiXiP8P_l_QJz8JVWNN6_q2vpY_3SaFT32S1k0pw-bXloCd5QdM4f7seKS7M55ENvu9XxJa31mjrAmzak-sr2R-01MUbuACFFzU-txoRpdKfRosQw4I=", "id": "rs_011cf4c4a2671bda016a0e0370b6148191b72fb242c3658a7b", "summary": [] } ], "tool_calls": [ { "id": "call_t7utNvAXAiBw24GXtVU1ZMVz", "call_id": "call_t7utNvAXAiBw24GXtVU1ZMVz", "response_item_id": "fc_011cf4c4a2671bda016a0e0372e3908191a04af3f91759e469", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n\",\"old_string\":\" payload = payload or {}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -901,6 +901,9 @@\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ status = str(row[\\\"status\\\"] or \\\"\\\")\\n+ if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n notes = row[\\\"notes\\\"] or \\\"\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_t7utNvAXAiBw24GXtVU1ZMVz" }, { "role": "assistant", "content": "", "reasoning": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!", "finish_reason": "tool_calls", "reasoning_content": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgN-68pi30AMVB8coMQaojySDA-oluTlxgQ41fbWUMQL7eGprlNS_tHy3YWp7JrYkN0Rx3RX6i0W-fhUxPwCNYC4SpYVr07Zc9PKzNKJedd-Dz_kl9qF0jMvxGD0WuXZqa1xtdoKknwQqmmWvp7IXEMdtduinUahHNQUoqygqnDz96CLFCjVvYjycgqyDAWwEeMGGgbVfEX8sxm9kY48Usr3OkRM4ysam6LFkQnPe5q5ZwS4Q4zryRqGeKtt8iNlIiOTJoENQOZH-Q0yi-wozWwShy6LSzUVtaKtf32rC_jXiOcCAM3QV-UL4X2OJ4YQjLRMkjRP4w9WQpa45YHJQWl46UKHY-F-ZRS2aLQ758YtljnP-PHBtlfawI_kWGj_BtUrhpk5bgvNXJzO3YmOgQZUn6xUy9DaSBOvos3uaD0QF5BvIFbEicV86XtkR0d_EPrO5wVDpWNGDTDHvtvJlYKwELzSB743r-hobyPW3PVgS9h1i4mZ3y26t2B4e5msDw-G4j6oRYe0it69sO4yqma1Zhvs3e9dN9N-2d5GSf0lWDHHGl99V27qj9KYuS_uwMvGCpluLXLOKExwakA3y2XN7SwEr598V1ln3uiLR511Jia-t3aRGqzoTjElZUop2yJ9utc5jWnG6gogt7G8gxNr1cKSr-sCWgSs1_khm8ofHsH37HLx5VPM-UOufp43On3C3FzbiQlgCnGxUhAPuriA_i54x1OIKDU059tJqF5oeviqUH70_XfUjAt4cMYW1ryM-_odr5eJm7cvSns01q6hJ0YzZ1pwWXrH77NvsfeLRBDZHuMZAvLgsWXl3-C62EQ-09AJp0WEWzYajlt5KOBW9Ibyil8rCgzmnEY0-R0Iq_2-Kag81daKI7kAjtvTa8MgLNUddFDbgYP_Ys4lZmR32rjPIexFBmq2IRs55pP_YrtB_ERm15C2f8-O0mNYndqlWFE5FQF6pJhWfrdWgFjn4vvED2YR6f6CG0KLGx_77FKJ1IKI2yQ3Rh8JTrk50TBUHYdEQdx1mb1UP-9BVHUDnlViWALI3HRHuIx4KD25kUKYMdCoR1Uxt8tq47s24Mflxp0N-QtNfcagRpWvkhJEh36Nkyqb3N8TZduL0Uqi-v__dbaDKqilhxr93OXa1lRi498By9d_lsNlmF2z7Z6JbJupREWCKI55xEdWmrZ3EZZI3Gns8btSLcYBRdVWurdqeCxzwM6c-QxJmdpQke2sXk7tGzQfVujbC4wV5xc3GJUXTbYxoJVHFKZfhbAowSPs79ZKe2PdpXUaJU1SDZvFmNuAuLbPfH0hSW3SNLlML-7F1yZOQwX-8YnnsXoRrpwI3rsN0NXImAGkJwtYePmAFen8bYrmGVW7l15-DymYyOYOvn_5LL1PWDyBdXycN21B0kpnTWLHwI3idsM0MTxO60DV7RO7nMBGp1SJ1dCvCbBE43esraNb7DFfThM7k-pS", "id": "rs_011cf4c4a2671bda016a0e037b0fe48191a36ce0c1364e505c", "summary": [ { "type": "summary_text", "text": "**Revising preview logic**\n\nI'm thinking about whether this patch replaces the first payload, perhaps with preview_transaction_candidate. That seems promising! But it might also block the normal preview for duplicate tab details. If I need to override, should I call preview? I worry that it will block it. It might be better to modify preview_transaction_candidate so it accepts allow_duplicate_override—like adding a guard condition if payload has a \"duplicate_override.\" That way, I'm covering all the bases!" } ] } ], "tool_calls": [ { "id": "call_p9TFapubpkjKpNLsTFtjIQ8j", "call_id": "call_p9TFapubpkjKpNLsTFtjIQ8j", "response_item_id": "fc_011cf4c4a2671bda016a0e037e2b68819187b9757412a9ecb1", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"old_string\":\" if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -902,7 +902,7 @@\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n- if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [905:69] \\\"get\\\" is not a known attribute of \\\"None\\\" [reportOptionalMemberAccess] (Pyright)\\n\"}", "tool_call_id": "call_p9TFapubpkjKpNLsTFtjIQ8j" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e03842f288191ad43b720d13b939f", "summary": [] } ], "tool_calls": [ { "id": "call_ospDEGkNdsqLj0WDwJ7xIo5h", "call_id": "call_ospDEGkNdsqLj0WDwJ7xIo5h", "response_item_id": "fc_011cf4c4a2671bda016a0e03858de48191af08967b9c388591", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":40,\"offset\":895,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 895| conn.commit()\\n 896| counts[\\\"audit_written\\\"] = 1 if audit_id else 0\\n 897| return counts\\n 898|\\n 899|\\n 900|def preview_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any] | None = None) -> dict[str, Any]:\\n 901| row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n 902| if not row:\\n 903| raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n 904| status = str(row[\\\"status\\\"] or \\\"\\\")\\n 905| if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n 906| raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n 907| payload = payload or {}\\n 908| cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n 909| notes = row[\\\"notes\\\"] or \\\"\\\"\\n 910| tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n 911| try:\\n 912| meta = json.loads(notes) if notes and notes.startswith(\\\"{\\\") else {}\\n 913| tx_type = payload.get(\\\"transaction_type\\\") or meta.get(\\\"transaction_type\\\") or tx_type\\n 914| except json.JSONDecodeError:\\n 915| pass\\n 916| if not cat_id and tx_type in {\\\"expense\\\", \\\"income\\\"}:\\n 917| raise HTTPException(status_code=422, detail=\\\"category required before confirm\\\")\\n 918| if cat_id and not conn.execute(\\\"SELECT 1 FROM budget_categories WHERE category_id=? AND is_active=1\\\", (cat_id,)).fetchone():\\n 919| raise HTTPException(status_code=422, detail=\\\"active category required before confirm\\\")\\n 920| if not payload.get(\\\"account_id\\\"):\\n 921| raise HTTPException(status_code=422, detail=\\\"account_id required before confirm\\\")\\n 922| if not row[\\\"transaction_date\\\"]:\\n 923| raise HTTPException(status_code=422, detail=\\\"transaction date required before confirm\\\")\\n 924| if not row[\\\"amount_original\\\"]:\\n 925| raise HTTPException(status_code=422, detail=\\\"amount required before confirm\\\")\\n 926| if not row[\\\"currency_original\\\"]:\\n 927| raise HTTPException(status_code=422, detail=\\\"currency required before confirm\\\")\\n 928| return {\\n 929| \\\"preview_id\\\": new_id(\\\"preview\\\"),\\n 930| \\\"summary\\\": \\\"Buchungskandidat übernehmen\\\",\\n 931| \\\"warnings\\\": [\\\"Möglicher Duplikat-Treffer\\\"] if row[\\\"duplicate_of_transaction_id\\\"] else ([] if cat_id or tx_type == \\\"transfer\\\" else [\\\"Kategorie fehlt\\\"]),\\n 932| \\\"payload\\\": {\\n 933| \\\"account_id\\\": payload.get(\\\"account_id\\\"),\\n 934| \\\"transaction_type\\\": tx_type,\\n 935|\", \"total_lines\": 1596, \"file_size\": 109328, \"truncated\": true, \"hint\": \"Use offset=935 to continue reading (showing 895-934 of 1596 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_ospDEGkNdsqLj0WDwJ7xIo5h" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_LGQ3mBxwq1kyZMUfuEDh3tga", "call_id": "call_LGQ3mBxwq1kyZMUfuEDh3tga", "response_item_id": "fc_011cf4c4a2671bda016a0e038a19d08191949b647f02df629d", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" payload = payload or {}\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\",\"old_string\":\" status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -901,10 +901,10 @@\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ payload = payload or {}\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n if status in DUPLICATE_CONFIRM_BLOCKED_STATUSES and not payload.get(\\\"duplicate_override\\\"):\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n- payload = payload or {}\\n cat_id = payload.get(\\\"category_id\\\") or row[\\\"proposed_category_id\\\"]\\n notes = row[\\\"notes\\\"] or \\\"\\\"\\n tx_type = payload.get(\\\"transaction_type\\\") or \\\"expense\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_LGQ3mBxwq1kyZMUfuEDh3tga" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"rs_011cf4c4a2671bda016a0e03932f4c8191b52c62f51eb9e8c9", "summary": [] } ], "tool_calls": [ { "id": "call_DJNfKHZICXdQW6PRDQSbHQ6L", "call_id": "call_DJNfKHZICXdQW6PRDQSbHQ6L", "response_item_id": "fc_011cf4c4a2671bda016a0e0393ba1481918ed7f6c97603025a", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n\",\"old_string\":\" if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -951,10 +951,8 @@\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n- if row[\\\"status\\\"] in {\\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"ignored\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}:\\n- raise HTTPException(status_code=409, detail=\\\"candidate is not confirmable\\\")\\n- if row[\\\"status\\\"] in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"} and not payload.get(\\\"allow_duplicate\\\"):\\n- raise HTTPException(status_code=409, detail=\\\"duplicate candidate requires explicit allow_duplicate\\\")\\n+ if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n+ raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DJNfKHZICXdQW6PRDQSbHQ6L" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_011cf4c4a2671bda016a0e039d04dc81919afcca933efe452a", "summary": [] } ], "tool_calls": [ { "id": "call_H4zngHayichVA51JxhkrmJED", "call_id": "call_H4zngHayichVA51JxhkrmJED", "response_item_id": "fc_011cf4c4a2671bda016a0e039d9bf88191bc3780f94c436e96", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n\\n\\ndef confirm_duplicate_override(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] not in USER_DUPLICATE_STATUSES:\\n raise HTTPException(status_code=409, detail=\\\"candidate is not a duplicate override candidate\\\")\\n reason = str(payload.get(\\\"reason\\\") or payload.get(\\\"override_reason\\\") or \\\"\\\").strip()\\n if len(reason) < 8:\\n raise HTTPException(status_code=422, detail=\\\"duplicate override reason required\\\")\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview_payload = dict(payload) | {\\\"duplicate_override\\\": True, \\\"notes\\\": f\\\"Duplicate override: {reason}\\\"}\\n preview = preview_transaction_candidate(conn, candidate_id, preview_payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"] | {\\\"notes\\\": f\\\"Duplicate override from transaction candidate {candidate_id}: {reason}\\\"})\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created_duplicate_override\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id, \\\"override_reason\\\": reason}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_duplicate_override_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"override_reason\\\": reason}, user_text_note=reason, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Duplikat-Override bestätigt\\\"}\\n\",\"old_string\":\"def confirm_transaction_candidate(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n if row[\\\"status\\\"] == \\\"confirmed\\\":\\n raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n if row[\\\"status\\\"] in DUPLICATE_CONFIRM_BLOCKED_STATUSES:\\n raise HTTPException(status_code=409, detail=DUPLICATE_CONFIRM_BLOCK_MESSAGE)\\n if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n preview = preview_transaction_candidate(conn, candidate_id, payload)\\n result = confirm_budget_transaction(conn, preview[\\\"payload\\\"])\\n ts = now()\\n conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id}, created_by=\\\"user\\\")\\n audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"category_id\\\": preview[\\\"payload\\\"].get(\\\"category_id\\\")}, created_by=\\\"user\\\")\\n conn.commit()\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -965,6 +965,30 @@\\n return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Buchungskandidat übernommen\\\"}\\n \\n \\n+def confirm_duplicate_override(conn: Connection, candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]:\\n+ row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n+ if not row:\\n+ raise HTTPException(status_code=404, detail=\\\"transaction candidate not found\\\")\\n+ if row[\\\"status\\\"] == \\\"confirmed\\\":\\n+ raise HTTPException(status_code=409, detail=\\\"candidate already confirmed\\\")\\n+ if row[\\\"status\\\"] not in USER_DUPLICATE_STATUSES:\\n+ raise HTTPException(status_code=409, detail=\\\"candidate is not a duplicate override candidate\\\")\\n+ reason = str(payload.get(\\\"reason\\\") or payload.get(\\\"override_reason\\\") or \\\"\\\").strip()\\n+ if len(reason) < 8:\\n+ raise HTTPException(status_code=422, detail=\\\"duplicate override reason required\\\")\\n+ if str(row[\\\"transaction_date\\\"] or \\\"\\\")[:4] != str(payload.get(\\\"budget_year\\\") or \\\"2026\\\"):\\n+ raise HTTPException(status_code=409, detail=\\\"candidate outside active budget year\\\")\\n+ preview_payload = dict(payload) | {\\\"duplicate_override\\\": True, \\\"notes\\\": f\\\"Duplicate override: {reason}\\\"}\\n+ preview = preview_transaction_candidate(conn, candidate_id, preview_payload)\\n+ result = confirm_budget_transaction(conn, preview[\\\"payload\\\"] | {\\\"notes\\\": f\\\"Duplicate override from transaction candidate {candidate_id}: {reason}\\\"})\\n+ ts = now()\\n+ conn.execute(\\\"UPDATE budget_transaction_candidates SET status='confirmed', confirmed_transaction_id=?, confirmed_at=?, confirmed_by='user', updated_at=? WHERE transaction_candidate_id=?\\\", (result[\\\"entity_id\\\"], ts, ts, candidate_id))\\n+ record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"budget_transaction_created_duplicate_override\\\", entity_type=\\\"budget_transaction\\\", entity_id=result[\\\"entity_id\\\"], new_values={\\\"source_candidate_id\\\": candidate_id, \\\"override_reason\\\": reason}, created_by=\\\"user\\\")\\n+ audit_id = record_audit_event(conn, source=\\\"vue_dashboard\\\", action=\\\"candidate_duplicate_override_confirmed\\\", entity_type=\\\"budget_transaction_candidate\\\", entity_id=candidate_id, old_values={\\\"status\\\": row[\\\"status\\\"]}, new_values={\\\"status\\\": \\\"confirmed\\\", \\\"confirmed_transaction_id\\\": result[\\\"entity_id\\\"], \\\"override_reason\\\": reason}, user_text_note=reason, created_by=\\\"user\\\")\\n+ conn.commit()\\n+ return {\\\"status\\\": \\\"confirmed\\\", \\\"entity_id\\\": result[\\\"entity_id\\\"], \\\"audit_id\\\": audit_id, \\\"message\\\": \\\"Duplikat-Override bestätigt\\\"}\\n+\\n+\\n def ignore_transaction_candidate(conn: Connection, candidate_id: str, note: str | None = None) -> dict[str, Any]:\\n row = conn.execute(\\\"SELECT * FROM budget_transaction_candidates WHERE transaction_candidate_id=?\\\", (candidate_id,)).fetchone()\\n if not row:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_H4zngHayichVA51JxhkrmJED" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgPGd1RQK3KO0weerLVKDk3NEayOW9v2NgNYqaLIuF0oKBmHKNGTm4dlV-5kk9hE4mFokvpgl_pOfkLAS365j_7GXvWq5rdnmq05Xp4kr7MPq27fiaruY8r6wmp5jIu34rMD0un7bkomBteenptUAPZidB6vIMGDtvZ9bn0OVwdKytAoshXbiqnw7QfZcvcAZ9OYQrBp8o8f3klXh1XAEEutlxkqdiVpQaEfKcPEP3D-nCu_9JGK3K1SiPoHMm7RsOwooavZwAMwbjy500GChkIm3x9jEdxyhHkDqLNxCS5_1HNsOAGtpZkctIj52rpI4ReHty9jlJ3F0bGlm2tjfvbeAxa6PgpqXkhsMk1PhKYEH1PLx4DYzTFblMT56gT_erSl9j6g-ZEXKH-jAHO8C4ROMfye9LlgyyJrFlP8-oDqEWCEkJ3AyHfYPobnErZrdZ6ODYD7xTtii3KzzsWqbxgOI8DpNx5RpOd47fxknOpIrA7e1vSDqYSio4GBbyA5pLut0thTi1z2YGQBTrAq8ppH7_wED4JIqADnpUbeZfWLO-XqzRHXNHHo4M9FqZrh14dwG7olU13xLX0EJpasattNLgVg67Fm6hgVJIroOX1zuFiiqIywpRwg0vxh4vKGhJu7-UfmWP4gCqR9gk7mIEl2pxcjaix83LWTw9bb2iF9LowdaUgNW7LkOnAED9JMO0D0ln-Cvq2eP9Q-nsJWrHMl1FSmOpjuUXUwK1c9fjnlF9WwSDJ-Msm5CR-ORA-dYG_oh7KBX2-QO8ILI__TSsDV1WXm2cfincNRkvvYhqdT8Lyrx8uVwADGSNTkxH1ZS2fH56hjbGp5UX0JDnTxtagSz6cmXssPi_n1JqwbNwRCJpCnxeQdfLgkSlBYs95fQY1fD1lterIIsz-13GIfn9pe22PWzTGpmuxsgv9sgZl362Yk6FQ_LhPkoFJOwZ9lm9VE", "id": "rs_011cf4c4a2671bda016a0e03c216ec8191948030e6638fd73b", "summary": [] } ], "tool_calls": [ { "id": "call_DuG4FiCnTfansLe6dgYHfdet", "call_id": "call_DuG4FiCnTfansLe6dgYHfdet", "response_item_id": "fc_011cf4c4a2671bda016a0e03c29fb0819187cc9996b705a37c", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"} | USER_DUPLICATE_STATUSES\\nBLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"transfer_candidate\\\"}\\n\",\"old_string\":\"BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\nBLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -1172,8 +1172,8 @@\\n return candidate_user_count_summary(conn, budget_year=budget_year)\\n \\n \\n-BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"}\\n-BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"duplicate\\\", \\\"duplicate_candidate\\\", \\\"transfer_candidate\\\"}\\n+BLOCKED_BULK_EDIT_STATUSES = {\\\"confirmed\\\", \\\"covered_by_migros\\\", \\\"covered_by_source\\\", \\\"auto_ignored_duplicate\\\", \\\"superseded\\\", \\\"reference_2025\\\", \\\"archived_reference\\\"} | USER_DUPLICATE_STATUSES\\n+BLOCKED_BULK_CONFIRM_STATUSES = BLOCKED_BULK_EDIT_STATUSES | {\\\"ignored\\\", \\\"transfer_candidate\\\"}\\n \\n \\n def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DuG4FiCnTfansLe6dgYHfdet" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_uRou9XnfAbzY1CIY4RPmkr5f", "call_id": "call_uRou9XnfAbzY1CIY4RPmkr5f", "response_item_id": "fc_011cf4c4a2671bda016a0e03cbc4748191b3d7037a5d9fd888", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if status in USER_DUPLICATE_STATUSES:\\n return \\\"duplicate_candidate_blocked\\\"\\n\",\"old_string\":\" if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n return \\\"duplicate_candidate_blocked\\\"\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\\n@@ -1179,7 +1179,7 @@\\n def _batch_confirm_block_reason(row: Any, *, budget_year: str) -> str | None:\\n status = str(row[\\\"status\\\"] or \\\"\\\")\\n classification = str(row[\\\"classification\\\"] or \\\"\\\")\\n- if status in {\\\"duplicate\\\", \\\"duplicate_candidate\\\"}:\\n+ if status in USER_DUPLICATE_STATUSES:\\n return \\\"duplicate_candidate_blocked\\\"\\n if status in {\\\"covered_by_source\\\", \\\"covered_by_migros\\\"}:\\n return status\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_uRou9XnfAbzY1CIY4RPmkr5f" }, { "role": "assistant", "content": "", "reasoning": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!", "finish_reason": "tool_calls", "reasoning_content": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgPXsCCrwo_7o5wCuhGswEK3JvYFbuXGxaDm_jzan0KwUxeUJzjLgZvXDX2_ZFX2uP00emakBYOicVqzft4PbzqilS4jxcY0m33Zo15kdhOuP4iM1SGCRLUoQmqmEQa5n_Xw0eLi1NbmBskYPDQIzDYdjq64iy905uOTJmqLKd0LPrl2ZFysIo17SwblDyG6vcbggYOPnukm30daqKuVpgeLc9GZ1uC2PI3KmzCIF7FU4RklQNjO4HsP3WV5u7cINKAl6C-9abu5UTfYdkqfCwzZIMI4eVgeuL0xrWOOV2hycybD9JHYDMURuqnuVg5PXQgRQgUXb9i7EO9X8gL55KVI_mV2cBvCR3Bi__zkenk-TNMnwCdfvCPLZ6z1nhJulFKgqA7HIGiTtVsLSMj5fXjisl2uRmc3qNgl13k5ZqiPbv8RnbCcai4_pgOvWf79Wh-UzDA5HWoK8U5ikP3AaDEDDNSNtv_CpMBkw1hqq1KCkWWrMq0_jLTZz5wxaTdqkOAcR4pFuJDHI2H-AYyASNYZmjWB1AIrIz72mxtNunuQxSt8FARLzIhdGqBHZqKZK6pb3bz4LR5jvW16L2tiWDiBa_PYTCK9yXlj5bu9ZnlnXApHESPRGjBCheNUxEZnNxYdWyVWSDuMhG8f_V3SMmhpjV3We3hw2R83IDpm5KvrMLjmig7n_2reVX289tGNafKq62lAQHCz1G_akv8FlSbwJZphZwv5KrDAsa26Jc_HjlUF2Ro4Tpg50PNz36pfs4knQF53nv550oc20Baw7uGeaU_4MbfpCOOK5BYkiJAnINjUnNbU8HOOsdyY-GZNTA0Px4J_eq7uzlolOi7sKKysVJ5xJ4G8zbUlDV6sJWIsKD_IwvO_nZsOJfCKeluyQ1JsNvUhGA6NlqQJaF2btgwmltlmM_HMfj1MGg2l1WNFN08-OHrX2wearu-dYsjnmUedeXN1vB7ack9IWbylaFfJghIrlmYnT00Ftyg_Iy3am1dCBgxhoOjTMUJcShsXz04LZL21pqWi2CcueYidc32rNHOeqhOJx9od6M9nekLrVoU8mn61NVe9jf3PVpW_opZkcHAYOnisSAohYxhEoRJeEw5Om1wvX4twcIn8dni_THmk2rdcs866jpsODx3rxpVj93-82JGcfZCP80K6T8hghD2N-i0agV_WEA_RWccJahr7kejZUt7PEhUoG81l1WSRUW8u2OU4aw0mOrci6vG4EJvCY3S5Rz6YJKnFEbgLJHWYWwxsbonFkmy6bd43xoW4", "id": "rs_011cf4c4a2671bda016a0e03d263b48191af4eac1088b6c700", "summary": [ { "type": "summary_text", "text": "**Testing batch confirmation behavior**\n\nI'm thinking about how the `preview_batch` shouldn't raise an error if there are existing rows but with conflicts and `can_confirm` set to false. I need to ensure the test validates that when `can_confirm` is false, the `batch_mark` can still confirm without raising issues and just skips duplicates. I also need to import `confirm_duplicate_override` for the route. There’s a lot of detail here to ensure everything functions correctly!" } ] } ], "tool_calls": [ { "id": "call_okVxqZZKi3IL6C2SywxvqsqI", "call_id": "call_okVxqZZKi3IL6C2SywxvqsqI", "response_item_id": "fc_011cf4c4a2671bda016a0e03d6e9508191a8e90051d2e354c4", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" confirm_candidate_split,\\n confirm_duplicate_override,\\n confirm_transaction_candidate,\\n\",\"old_string\":\" confirm_candidate_split,\\n confirm_transaction_candidate,\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -39,6 +39,7 @@\\n confirm_migros_receipts_2026,\\n bulk_update_transaction_candidate_category,\\n confirm_candidate_split,\\n+ confirm_duplicate_override,\\n confirm_transaction_candidate,\\n create_budget_rule,\\n create_merchant,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_okVxqZZKi3IL6C2SywxvqsqI" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_PCJAO0zoCIskH9bi3qQMONlM", "call_id": "call_PCJAO0zoCIskH9bi3qQMONlM", "response_item_id": "fc_011cf4c4a2671bda016a0e03de4f748191b61e645040633b36", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\ndef transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/confirm-duplicate-override\\\")\\ndef transaction_candidates_confirm_duplicate_override(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_duplicate_override(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n\",\"old_string\":\"@router.post(\\\"/transaction-candidates/{candidate_id}/confirm\\\")\\ndef transaction_candidates_confirm(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n\\n\\n@router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\\n@@ -661,6 +661,11 @@\\n return confirm_transaction_candidate(conn, candidate_id, payload)\\n \\n \\n+@router.post(\\\"/transaction-candidates/{candidate_id}/confirm-duplicate-override\\\")\\n+def transaction_candidates_confirm_duplicate_override(candidate_id: str, payload: dict, conn: Connection = Depends(get_db)):\\n+ return confirm_duplicate_override(conn, candidate_id, payload)\\n+\\n+\\n @router.post(\\\"/transaction-candidates/{candidate_id}/ignore\\\")\\n def transaction_candidates_ignore(candidate_id: str, payload: dict | None = None, conn: Connection = Depends(get_db)):\\n return ignore_transaction_candidate(conn, candidate_id, (payload or {}).get(\\\"note\\\"))\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/budget.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_PCJAO0zoCIskH9bi3qQMONlM" }, { "role": "assistant", "content": "", "reasoning": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!", "finish_reason": "tool_calls", "reasoning_content": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgPsf1QxUEl_0y055cjL1MJjOpWqiczwHg9xbEQAany4DMeQOfJVMM8jF_IqrlYnc_s1LV74o0w33lzcmsDS58U55fYNAo0Aq_ORL-Pp6LrYAMw_OOE5U8jqhRHDtT2nDoeqjnDBFxhll3HKZ2eROX61JSaRmDAZ9WwuJvZ2aP4k-9mgxpzVHxQbOfW8Fk9Vcb_gXcW2IZmQ8w98MC6Rhv8AbVIU_rMTbqWZ6k53mtgCO6Vs2oSI5kjrkRzpKbpLA6R_hHOSD_E5ElCauKMucm8SdJPtYEqgl-zmbR7j-Y1S-2cLseeHjWyfz8aGjfuPSXuqVWq_8R9IaZyk1mblsqikF1mdoZ8UQ38HxQ47X_HoQ-0i64WSeCZpoxC65BSk3lafOTuDi398eK52SbtsTw_EOuP5Z3nSxVPBpOIDXMhi2nUMFYZ2wxjuCv-mBEaR7rBKt6SxiNn1UCxP4uNHI12YrdQkmqdGbUy4d8pwYUL84QM9tJWZkEVFA5JyIc0dpGGI0hvP0Ap5QQYVOTpAUo0JBTXC1teSHVjih2XoxycpGQMr-Tp6MYNrXhmvJ-FKs53VA36WQAll88vtYnD9n9dTQDi9GN2VCGvFqk9jYof9MGN11Sj8YuWg1Hh9HVetuoogBe8et5R_VbGwbGf2DAn2yeq_teVymAitDCHOv6lV5uroOL--Omlf5uzJKRA69LJqouDw7rCZ-hOT-nITs5Q7CbGQg6f9_cKX2MkN_3QPNiyHSK1NTcyxGpbnYTuY3srWnnoYuhF9H3Yf3a4oZcfDYoQUHGN5pG5oNtIMkF7u_nTIScgkRj2YIPCYSRWBICaCZA--K7cppxYxpWpIgG7jfH69hlfJUuilefdARNBVfmi-EWbYK0VMAhqaHk6EYN-6DqsLqv9LLn4fdgEsHm8ZBD1xDv0PAowXTm_xc-1yH3oUjcQUo--G0DaF3KtcXWDi", "id": "rs_011cf4c4a2671bda016a0e03e782948191a1baf750ac5b9545", "summary": [ { "type": "summary_text", "text": "**Considering API function development**\n\nI need to implement an add function for the frontend API. My first step is to outline what this function should do and how it will interact with the existing codebase. It’s essential to ensure that it meets the requirements of the application. I should also consider how the function could handle errors and what kind of inputs it will accept. Let's make sure I document everything well for future reference!" } ] } ], "tool_calls": [ { "id": "call_YWuswueTodVV345Vh6rdlRAo", "call_id": "call_YWuswueTodVV345Vh6rdlRAo", "response_item_id": "fc_011cf4c4a2671bda016a0e03eb449881918b00f87a1404f20f", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\nexport const confirmBudgetTransactionCandidateDuplicateOverride = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm-duplicate-override`, body)\\n\",\"old_string\":\"export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\\n@@ -176,6 +176,7 @@\\n export const generateBudgetTransactionCandidates = (body: unknown) => apiPost>('/api/budget/transaction-candidates/generate', body)\\n export const previewBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/preview`, body)\\n export const confirmBudgetTransactionCandidate = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm`, body)\\n+export const confirmBudgetTransactionCandidateDuplicateOverride = (id: string, body: unknown) => apiPost(`/api/budget/transaction-candidates/${id}/confirm-duplicate-override`, body)\\n export const ignoreBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/ignore`, { note })\\n export const reopenBudgetTransactionCandidate = (id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/reopen`, { note })\\n export const updateBudgetTransactionCandidateCategory = (id: string, category_id: string, note = '') => apiPost(`/api/budget/transaction-candidates/${id}/category`, { category_id, note })\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/budget.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}", "tool_call_id": "call_YWuswueTodVV345Vh6rdlRAo" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDgQJtrOlaf8V1QxVfXrAVCMMrsjNUdnjslakYIIyme_MkOi-BGzctrVBSDvigHtV7ANbO1YQJvEwUPDHcEwSgJsn-TGfRGNA2rlmwr_dRTO9BD0sGZUuUrlZvjxBsv6tx3XBYca_TzQFgwF4JlQy3ef6sHYmFtSjleZp-l_8V5-ewgN4BMAteUOzgSEbeVOAU-eKdS_z72Qc8WbTAV01CKfLwERVJHaw6CSSnpNrSEKlTqmyl7DeqZ1S4AJTSczTbwU0svrFc5uf0TZ9YzSFbvCnzmBmM9oSLWZI1SNTY2JtoqDaKzu_zyLLUw3fhjrc-MF25J3rAO5Gx-PUE6rDGZA_LPjSBtcnBoOdnO0IxeZtls8S8rbtSGwtqyPxcEDuO0K2MB5R8RQzpb5LQJ86_f38aWgOeWuKjKlL04IluNQ8HT-4ebL3VVxuCy4kH4ZHPTASrIvWz5lfsBa-fRJ9WMawXV61WxiW9aLevKuxKzqS-YGS17FG7LIhpruAKoseV8Cm0gN-7m8sr0gq84ofzS6vDPP9UpBZKLXutz7oH-EtDeY0gAFY2sORfPmj_mQkZ745TXzdzp3ust7M0_gzJ-83yJWXpiXkHr6fUeH2sTEssISdxUnNqDPn0__2V0eC3JzA4L23Qqed0ZNIhymzWxs2cIX11y46hch7Oo7pFAbAqpzV9Y8uTB72uliVTXuJXwhMXxkq7XgZu2CgwczFGj31776s-rGv2o6L60EdysgKLhT6r6BvmzkmMS0bwiGAVttD40-f8wsqKoq9YcBqIkO0jAyHlyO36XsJlUC3I4Onna2enf4iZByeuKhAsbaf1JeimimWKzpn7xGTJ9MAsRXJWjmJiQT2jyjEYzMJN_EC68TXC11EqH7tI6jYJvgmOQoR1fguYeBTwsMF5xE6gx_PEYO6yh7ltijVG_kqIxBs3MrtirRoRbsM4CxEN1ifY1SvnAekumxdqo1ineu9P2Pux4ltHSc-I6eDLAtFiP04vrPwH6UQDGVHIj7e4YOz4VeNZxrwOH-NqQXH0NhbKvebyJya8p4haBVfLoAs4S6tXhhCM5vt1oUvqjCvS3qQODfM0a1M7JvK29322-1aZAj4NzZIr-qTNDwl7EQbcke_3kjQyZBFMMCvMYVYMhhtox6Ob0xM3I23Itn-amSN7kj4WsA8vIgBjGnjsdbkmzLx3mi1oDQaK2uniT5nZUNk0fStr4Ju6dpfVrwTQlOVukocrunNQTWo-f8Ej1pjLm5h1WqRzEZtHmCgcn3ySW3uTrtYDzkhx-ITfBhK8E3pwq4Yjx289uapt9JnCbLoDPO1DYsOJ0n3t7zfYHl724WMjzVnQoHmQEwJCKOz_A5nEf9VH87yn_XhPRN-oE9E2qNKU3bEayUdjwgTciYXZJoEXlpYtBU0x0DFjS9gZqIqy7dKqdtmsL6DKDwBeFksCxgvP7GTLQzCR_2elnbhDQoTH4_23yorqTkKPJJQATiGf8FhstwHY34oZD4bWSNsxhLS7Gu3XbVv-RMBpzuE3YWhS1m2KVcaQEHX5pldnk5imlCZAfVTHzIKHfTluVo3ItlUgugun0jfc-7NOdqEZYuUlu9skXZ3BdEe8OOJZwEclm3tVWLzs4DRVxnOD35YoYsx-RYWZ85Y7xvIAUA2aVqEQ5cHod9_0QA6s4cUzoMdSS4Wc0zhZ1DAskojX0qmCBNfHP1ojXntf1_XCrCwfbwk3e-cyCQ66JKYyQsE9s3lGO24zsHl51yWBwLLrF4eiCc9tcqN9UhS5-aqoekzbS8TMieZQERBdkgJ5pOiX1wpwIXgNwEG6kZKBOCQ2070B7dV9j-WAG45Ejt1W_c4ny_Djuj6R0h6QcZ2235ZbfKeB4I2K6d-ULpTk3vwsXwg2OMP4c8YTGBGK6NYnLSsiSHVT5B6UwCA-YHNSsYGBa9D-ciXJQ-4ZVO1H3hGXGEEeDAD7CQKI2HnTCCDG_Hm3YkqUv-rmdpC8oDkOwPuiOLzLa6AxBv7g8mURxQPZkTac3YUpAlLSu0krp0vXivZ6HefhYQ9MJfH-MsIryDAMp9jKc7BfoReDFO8sPjVP745rJUgbSQT03AmoR4l-5CSXEGnfWukXvcDp8-rduxJ7ykLdW2ejRthSOpvny9o9ktXFGsjniphxXhdKgnYRwaaZEYnD5KgtdUjAl9wRe8UfMW1obMnX2wfnpXyzKI4uQIO8HhVWpHH__WOrlUt5l7DIqVrFL7mPclJoAqXIWJsPhiyqntbPH28_uSjBKRPiw_4hnzrXHBXGz925lyhIx0hp2BO5NDSG2Tu9p7FEffyMchyFdoZC0LUwodSKCgzgdAhSyABLpsEy4adsTYHUGptmMe63aGnKA7pMKxkJBeUKsdZXI3h9ds4oqzTigMWw5VWiVnKTdZRzg6a_1Ph5PQ_wMemEtUA4IxfLmYTx5aLOINSpMwh6VBpV_knC7Fqsea9YgFSmWll3kZxzC3rgp6Wyy-5QgWRpmLkWECjgYfT27youwOfsNI6YpDADtQjmTkIDCUTqqQtgHPdvc5ZvFeknvAfaGWCj8ONnagR12ir45OIcIGHE06gs_vLwSu7r284gWuIaypWUlvDni9tYe1D6ZBveQNujTPKJBcafia_FPpm079PjmwOAp9AytG-A9hlBVczB7xOlPgzv5RjiITLcO_MXGMQnKKLPs26NT77tfbSFd309VksOyKFkggNg2jMNy3HfnMl6PmtThv5rUK2dk4NytKqhlb6sQoGQ4aiZwKNyJ7wjh8No-9xXtrBFix-XqQH4tOmDfq7ZknCluf750UkVf78z1wugetIBbrNiJtZSVAdxFxtVW7hfsWgSskGhtyIA8s8U_pYT4U1fCgXYenSb9hP2eHtMd-RzihJ1z06xqQj_nfzMHH58aXy-zDBbu-WiKBpgvYX1hC0sc7D-VVN7SwHIToIgqMD5a7-ePlD0E8qbZcfoTgRfEDUPPfNY066Fezel3diSnV52HVZefhukaG0nav6uYj2Jgajodu1dGlA7_DFbn6QU4APia-fsS_TlDaw8R1sDnCxzPoDtF9iCVtx5ko14eKDgp37gU-bQhmx4VN1pk819UzApfJ8gLcESDdCqBTLTTW65JJPy3v2oG14rWy86WjGaIZLgdnvg8fwwQDi2lbfahpOyN9GtTTqewIDaS9GV5GdaqlnV__AZH8xxbBsq8cjJ2T2U4LsQ3BHP_cL26NWOp4ykI0NccVf8guWYpjNAqBvXipkN6LA8zeUf9WEbWT4H7XHCkUvPPwILYSEp2IRWF49c0LDinMeEQpxX267O3EvDwp-DLGaxW_xkFwUjoxS2rDglVuI80vtA_8GOLRmB9-igpyJ2xs8qE-oX0nFwpD3LpH_LqflDAKYJ7BdlomaKfD297YyUz6v46OQ5KOTKvFSVE4POJoPUnnZyfEalSHBmKCFCQ70A_rcVK1SN4kmKat3fQSkZ8otqNDK-mqj21NKLc-qHzzH1cKX_lFxh4FQZf1VRkJbOR7m4lOC7m6Pa2kdaPq2WklFgoebw29iU4mweaLcZ8bB7qaUJqi7WABBjNs8aRx-5-hLTe8bsztA_G-vQYcCLHzjpWsWp7gSSY3Sjje4m2IrmeGlqm_PlK9uRoo0Qy1Owj0x096P5TD5_wbR-QTWQH4hngxH1bhRA4bF7aKLr-Yz3JnTtQYxyqUcmRW3JWvTkv4BNaibBGNEsYBBb-GP-vkDMUnpid0zov2x2_uOgKBoI4A=", "id": "rs_011cf4c4a2671bda016a0e03f3946481919d900753bd9cd065", "summary": [] } ], "tool_calls": [ { "id": "call_dWr3lypGc6QcoN3B3LK4f0vF", "call_id": "call_dWr3lypGc6QcoN3B3LK4f0vF", "response_item_id": "fc_011cf4c4a2671bda016a0e03fbcc688191be717a254bb3bdd4", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\n\",\"old_string\":\" \\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\\n@@ -50,7 +50,7 @@\\n \\n \\n \\n- \\n+ \\n \\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/BudgetImportReviewPage.vue\"], \"lint\": {\"status\": \"skipped\", \"message\": \"No linter for .vue files\"}}", "tool_call_id": "call_dWr3lypGc6QcoN3B3LK4f0vF" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_TdA4BqrhYGQwm5Vn32FFcMSh", "call_id": "call_TdA4BqrhYGQwm5Vn32FFcMSh", "response_item_id": "fc_011cf4c4a2671bda016a0e040e7afc8191acc716fda02d752b", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" \\n
\\n Warnung: Dieser Kandidat ist als Duplikat markiert. Normales Confirm ist blockiert. Override erzeugt bewusst eine produktive Buchung und schreibt Audit.\\n

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

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

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

{{ row[0] }}
{{ row[1] || '—' }}
\\n

Neue Kategorie erstellen

\\n

Split erstellen