from __future__ import annotations from decimal import Decimal, InvalidOperation from sqlite3 import Connection from typing import Any from fastapi import HTTPException from jarvis_finance.audit.log import record_audit_event from jarvis_finance.budget.excel_seed import analyze_budget_workbook_rows from jarvis_finance.services.budget_categories import confirm_create_category, create_category_preview from jarvis_finance.services.budget_common import new_id, now, row_to_dict from jarvis_finance.services.budget_imports import seed_transaction_candidates_from_rows from jarvis_finance.services.budget_plans import confirm_budget_plan_item, create_budget_plan_item_preview CANDIDATE_TYPES = {"category", "budget_plan", "recurring_candidate", "unclean_range"} STATUSES = {"pending", "accepted", "edited", "ignored", "needs_review", "confirmed"} PERIOD_TYPES = {"monthly", "annual", "fixed_like", "unclear"} def _decimal_text(value: object) -> str | None: if value in (None, ""): return None try: return format(Decimal(str(value).strip().replace("'", "").replace(",", ".")), "f") except (InvalidOperation, ValueError): return None def _category_type(label: str) -> str: low = label.lower() if any(word in low for word in ("lohn", "gehalt", "einnah", "income")): return "income" if any(word in low for word in ("sparen", "invest", "transfer")): return "neutral" return "expense" def _candidate_row(**kwargs: Any) -> dict[str, Any]: ts = now() row = { "seed_candidate_id": kwargs.get("seed_candidate_id") or new_id("bseed"), "source_file_label": kwargs.get("source_file_label") or "Budget workbook", "source_sheet": kwargs.get("source_sheet") or "", "source_row_or_range": kwargs.get("source_row_or_range") or "", "candidate_type": kwargs.get("candidate_type") or "category", "source_label": kwargs.get("source_label") or None, "proposed_category_id": kwargs.get("proposed_category_id") or None, "proposed_parent_label": kwargs.get("proposed_parent_label") or None, "proposed_name": kwargs.get("proposed_name") or None, "proposed_period_type": kwargs.get("proposed_period_type") or None, "proposed_amount_text": _decimal_text(kwargs.get("proposed_amount_text")), "currency": kwargs.get("currency") or "CHF", "confidence": kwargs.get("confidence") or "0.70", "requires_review": bool(kwargs.get("requires_review", False)), "status": kwargs.get("status") or ("needs_review" if kwargs.get("requires_review") else "pending"), "notes": kwargs.get("notes") or None, "created_at": ts, "updated_at": ts, } if row["candidate_type"] not in CANDIDATE_TYPES: raise HTTPException(status_code=422, detail="invalid candidate_type") if row["status"] not in STATUSES: raise HTTPException(status_code=422, detail="invalid candidate status") return row def _insert_candidate(conn: Connection, row: dict[str, Any]) -> None: conn.execute( """ INSERT INTO budget_seed_candidates( seed_candidate_id, source_file_label, source_sheet, source_row_or_range, candidate_type, source_label, proposed_category_id, proposed_parent_label, proposed_name, proposed_period_type, proposed_amount_text, currency, confidence, requires_review, status, notes, created_at, updated_at ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?) """, ( row["seed_candidate_id"], row["source_file_label"], row["source_sheet"], row["source_row_or_range"], row["candidate_type"], row["source_label"], row["proposed_category_id"], row["proposed_parent_label"], row["proposed_name"], row["proposed_period_type"], row["proposed_amount_text"], row["currency"], row["confidence"], 1 if row["requires_review"] else 0, row["status"], row["notes"], row["created_at"], row["updated_at"], ), ) def _find_amount(row: list[Any], headers: list[str], prefer: str) -> str | None: month_headers = {"jan", "januar", "monatlich", "monthly", "feb", "februar", "mar", "mär", "maerz", "märz", "apr", "april", "mai", "jun", "juni", "jul", "juli", "aug", "august", "sep", "sept", "september", "okt", "oktober", "nov", "november", "dez", "dezember"} year_headers = {"jahr", "total", "summe", "jährlich", "jaehrlich", "annual"} header_set = year_headers if prefer == "annual" else month_headers for idx, header in enumerate(headers): if header in header_set and idx < len(row): amount = _decimal_text(row[idx]) if amount is not None: return amount return None def _normalise(value: object) -> str: return str(value or "").strip().lower().replace("ä", "ae").replace("ö", "oe").replace("ü", "ue") def _income_bucket(label: str) -> str: low = _normalise(label) if 'marcel' in low and any(w in low for w in ('lohn', 'einkommen', 'einnahme', 'salary')): return 'Lohn Marcel' if 'melanie' in low and any(w in low for w in ('lohn', 'einkommen', 'einnahme', 'salary')): return 'Lohn Melanie' if any(w in low for w in ('gratifikation', 'bonus', '13.', '13 ')): return 'Gratifikation' return 'Sonstige Einnahmen' def _income_candidates_from_2026_rows(conn: Connection, rows: list[list[Any]], source_file_label: str, counts: dict[str, int], seen_keys: set[tuple[str, str, str]]) -> None: # User-specified Excel area: sheet 2026, roughly rows 37-45, columns B-E. # Keep this as review candidates only; no productive writes here. for row_number, row in enumerate(rows[36:45], start=37): cells = list(row[1:5]) label_parts = [str(c).strip() for c in cells if c not in (None, '') and _decimal_text(c) is None] label = ' '.join(label_parts).strip() if not label: continue low = _normalise(label) if not any(word in low for word in ('lohn', 'einkommen', 'einnah', 'gratifikation', 'bonus', 'gehalt', 'marcel', 'melanie')): continue amount = next((_decimal_text(c) for c in cells if _decimal_text(c) is not None), None) if amount is None: continue bucket = _income_bucket(label) source_ref = f'R{row_number}:B-E' key = ('budget_plan', source_ref, bucket) if key in seen_keys: continue seen_keys.add(key) category_key = ('category', 'income', bucket) if category_key not in seen_keys: seen_keys.add(category_key) _insert_candidate(conn, _candidate_row( source_file_label=source_file_label, source_sheet='2026', source_row_or_range=source_ref, candidate_type='category', source_label=bucket, proposed_parent_label='Einnahmen', proposed_name=bucket, proposed_period_type=None, confidence='0.90', requires_review=False, notes='type:income; source:income_area_2026', )) counts['category'] += 1 period = 'annual' if any(word in low for word in ('gratifikation', 'bonus', '13.')) else 'monthly' _insert_candidate(conn, _candidate_row( source_file_label=source_file_label, source_sheet='2026', source_row_or_range=source_ref, candidate_type='budget_plan', source_label=label, proposed_parent_label='Einnahmen', proposed_name=bucket, proposed_period_type=period, proposed_amount_text=amount, confidence='0.82' if bucket == 'Sonstige Einnahmen' else '0.90', requires_review=bucket == 'Sonstige Einnahmen', notes='type:income; source:income_area_2026', )) counts['budget_plan'] += 1 def seed_budget_candidates_from_rows(conn: Connection, sheets: dict[str, list[list[Any]]], *, source_file_label: str = "Budget workbook") -> dict[str, Any]: analysis = analyze_budget_workbook_rows(sheets) sheet = analysis.get("current_budget_sheet") or next(iter(sheets), "") rows = sheets.get(sheet, []) header_idx = None headers: list[str] = [] for idx, row in enumerate(rows[:30]): normalised = [_normalise(cell) for cell in row] has_category = any(h in {"kategorie", "category", "hauptkategorie", "bereich"} for h in normalised) has_position = any(h in {"position", "beschreibung", "name", "detail", "unterkategorie", "was"} for h in normalised) has_budget = any(h in {"jan", "januar", "monatlich", "monthly", "jahr", "jaehrlich", "jährlich", "total", "summe"} for h in normalised) if (has_category or has_position) and has_budget: header_idx = idx headers = normalised break if header_idx is None: conn.commit() return analysis | {"category_candidate_count": 0, "budget_plan_candidate_count": 0, "recurring_candidate_count": 0} cat_idx = next((i for i, h in enumerate(headers) if h in {"kategorie", "category", "hauptkategorie", "bereich"}), None) pos_idx = next((i for i, h in enumerate(headers) if h in {"position", "beschreibung", "name", "detail", "unterkategorie", "was"}), None) if cat_idx is None: cat_idx = pos_idx type_indices = [i for i, h in enumerate(headers) if h in {"typ", "type", "art"}] conn.execute("DELETE FROM budget_seed_candidates WHERE source_file_label=? AND status IN ('pending','needs_review')", (source_file_label,)) seen_categories: set[str] = set() seen_candidate_keys: set[tuple[str, str, str]] = set() current_parent = "" counts = {"category": 0, "budget_plan": 0, "recurring_candidate": 0, "unclean_range": 0} for row_number, row in enumerate(rows[header_idx + 1 :], start=header_idx + 2): category = str(row[cat_idx]).strip() if cat_idx is not None and cat_idx < len(row) and row[cat_idx] is not None else "" position = str(row[pos_idx]).strip() if pos_idx is not None and pos_idx < len(row) and row[pos_idx] is not None else "" if not category and not position: continue monthly = _find_amount(list(row), headers, "monthly") annual = _find_amount(list(row), headers, "annual") if monthly and not annual and any(h in {"monatlich", "monthly"} for h in headers): monthly = None source_ref = f"R{row_number}" is_section = bool(category and not monthly and not annual and (pos_idx == cat_idx or not position or position == category)) if is_section: current_parent = category parent_label = current_parent if current_parent and not is_section else (category if cat_idx != pos_idx else None) if category and is_section and category not in seen_categories: seen_categories.add(category) _insert_candidate(conn, _candidate_row(source_file_label=source_file_label, source_sheet=sheet, source_row_or_range=source_ref, candidate_type="category", source_label=category, proposed_name=category, proposed_period_type=None, proposed_amount_text=None, confidence="0.90", requires_review=False, notes=f"type:{_category_type(category)}")) counts["category"] += 1 elif category and cat_idx != pos_idx and category not in seen_categories: seen_categories.add(category) _insert_candidate(conn, _candidate_row(source_file_label=source_file_label, source_sheet=sheet, source_row_or_range=source_ref, candidate_type="category", source_label=category, proposed_name=category, proposed_period_type=None, proposed_amount_text=None, confidence="0.90", requires_review=False, notes=f"type:{_category_type(category)}")) counts["category"] += 1 if monthly or annual: period = "monthly" if monthly else "annual" fixed_text = " ".join(_normalise(row[i]) for i in type_indices if i < len(row)) + " " + _normalise(position) is_fixed = any(hint in fixed_text for hint in ("fix", "fixkosten", "fixed", "wiederkehrend", "recurring", "abo", "miete")) _insert_candidate(conn, _candidate_row(source_file_label=source_file_label, source_sheet=sheet, source_row_or_range=source_ref, candidate_type="budget_plan", source_label=position or category, proposed_parent_label=parent_label, proposed_name=position or category, proposed_period_type=period, proposed_amount_text=monthly or annual, confidence="0.85", requires_review=False, notes="fixed_like" if is_fixed else None)) seen_candidate_keys.add(("budget_plan", source_ref, position or category)) counts["budget_plan"] += 1 if is_fixed: _insert_candidate(conn, _candidate_row(source_file_label=source_file_label, source_sheet=sheet, source_row_or_range=source_ref, candidate_type="recurring_candidate", source_label=position or category, proposed_parent_label=parent_label, proposed_name=position or category, proposed_period_type="fixed_like", proposed_amount_text=monthly or annual, confidence="0.80", requires_review=True, notes="Nur vormerken; keine recurring_payments-Anlage")) counts["recurring_candidate"] += 1 else: _insert_candidate(conn, _candidate_row(source_file_label=source_file_label, source_sheet=sheet, source_row_or_range=source_ref, candidate_type="unclean_range", source_label=position or category, proposed_name=position or category, proposed_period_type="unclear", confidence="0.20", requires_review=True, notes="Keine klaren Budgetwerte erkannt")) counts["unclean_range"] += 1 if sheet == "2026": _income_candidates_from_2026_rows(conn, rows, source_file_label, counts, seen_candidate_keys) conn.commit() return analysis | {"category_candidate_count": counts["category"], "budget_plan_candidate_count": counts["budget_plan"], "recurring_candidate_count": counts["recurring_candidate"], "unclean_range_count": counts["unclean_range"], "income_candidate_count": conn.execute("SELECT COUNT(*) FROM budget_seed_candidates WHERE source_file_label=? AND candidate_type='budget_plan' AND notes LIKE '%type:income%'", (source_file_label,)).fetchone()[0]} def list_seed_candidates(conn: Connection, *, status: str | None = None, candidate_type: str | None = None) -> list[dict[str, Any]]: clauses: list[str] = [] params: list[object] = [] if status: clauses.append("status=?") params.append(status) if candidate_type: clauses.append("candidate_type=?") params.append(candidate_type) where = "WHERE " + " AND ".join(clauses) if clauses else "" rows = conn.execute(f"SELECT * FROM budget_seed_candidates {where} ORDER BY created_at, source_sheet, source_row_or_range, candidate_type", params).fetchall() return [row_to_dict(row) | {"requires_review": bool(row["requires_review"])} for row in rows] def _candidate(conn: Connection, seed_candidate_id: str) -> dict[str, Any]: row = conn.execute("SELECT * FROM budget_seed_candidates WHERE seed_candidate_id=?", (seed_candidate_id,)).fetchone() if not row: raise HTTPException(status_code=404, detail="seed candidate not found") return row_to_dict(row) | {"requires_review": bool(row["requires_review"])} def _category_id_for_label(conn: Connection, label: str | None) -> str: if label: existing = conn.execute("SELECT category_id FROM budget_categories WHERE lower(name)=lower(?) AND is_active=1 ORDER BY sort_order LIMIT 1", (label,)).fetchone() if existing: return str(existing["category_id"]) fallback = conn.execute("SELECT category_id FROM budget_categories WHERE category_id='bcat_review_needed'").fetchone() return str(fallback["category_id"]) def preview_seed_candidate(conn: Connection, seed_candidate_id: str, edits: dict[str, Any] | None = None) -> dict[str, Any]: candidate = _candidate(conn, seed_candidate_id) edits = edits or {} ctype = candidate["candidate_type"] if ctype == "unclean_range": return {"preview_id": new_id("preview"), "action": "review_unclean_range", "warnings": ["Manuelle Prüfung erforderlich"], "payload": {"seed_candidate_id": seed_candidate_id, "notes": edits.get("notes") or candidate.get("notes")}} name = str(edits.get("proposed_name") or candidate.get("proposed_name") or candidate.get("source_label") or "").strip() if ctype == "category": payload = {"name": name, "category_type": edits.get("category_type") or ("income" if "type:income" in str(candidate.get("notes") or "") or str(candidate.get("proposed_parent_label") or "").lower() == "einnahmen" else _category_type(name)), "parent_label": candidate.get("proposed_parent_label")} return create_category_preview(conn, payload) | {"action": "accept_category", "payload": {"seed_candidate_id": seed_candidate_id, **payload}} if ctype in {"budget_plan", "recurring_candidate"}: period = str(edits.get("proposed_period_type") or candidate.get("proposed_period_type") or "monthly") if period == "fixed_like": period = "monthly" category_id = str(edits.get("proposed_category_id") or candidate.get("proposed_category_id") or _category_id_for_label(conn, str(edits.get("proposed_parent_label") or candidate.get("proposed_parent_label") or ""))) payload = { "plan_month": str(edits.get("plan_month") or "2026-01"), "category_id": category_id, "name": name, "monthly_amount_chf": candidate.get("proposed_amount_text") if period == "monthly" else None, "annual_amount_chf": candidate.get("proposed_amount_text") if period == "annual" else None, "cadence": "monthly" if period == "monthly" else "annual", "is_fixed_cost": ctype == "recurring_candidate" or candidate.get("notes") == "fixed_like", "source_type": "excel_seed_dry_run", "notes": "Budget Seed Review 2026", } return create_budget_plan_item_preview(conn, payload) | {"action": "accept_budget_plan", "payload": {"seed_candidate_id": seed_candidate_id, **payload}} raise HTTPException(status_code=422, detail="unsupported seed candidate type") def confirm_seed_candidate(conn: Connection, seed_candidate_id: str, payload: dict[str, Any]) -> dict[str, Any]: candidate = _candidate(conn, seed_candidate_id) if candidate["status"] in {"confirmed", "ignored"}: raise HTTPException(status_code=409, detail="seed candidate already closed") ctype = candidate["candidate_type"] payload = {k: v for k, v in payload.items() if k != "seed_candidate_id"} if ctype == "category": result = confirm_create_category(conn, payload) elif ctype in {"budget_plan", "recurring_candidate"}: result = confirm_budget_plan_item(conn, payload) else: raise HTTPException(status_code=422, detail="unclean range cannot be confirmed automatically") ts = now() conn.execute("UPDATE budget_seed_candidates SET status='confirmed', updated_at=?, proposed_category_id=COALESCE(?, proposed_category_id) WHERE seed_candidate_id=?", (ts, payload.get("category_id"), seed_candidate_id)) audit_id = record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_seed_candidate", entity_id=seed_candidate_id, old_values={"status": candidate["status"]}, new_values={"status": "confirmed", "linked_entity_id": result["entity_id"]}, created_by="user") conn.commit() return {"status": "confirmed", "entity_id": result["entity_id"], "audit_id": audit_id, "message": "Seed-Kandidat übernommen"} def ignore_seed_candidate(conn: Connection, seed_candidate_id: str, note: str | None = None) -> dict[str, Any]: candidate = _candidate(conn, seed_candidate_id) ts = now() conn.execute("UPDATE budget_seed_candidates SET status='ignored', notes=COALESCE(?, notes), updated_at=? WHERE seed_candidate_id=?", (note, ts, seed_candidate_id)) audit_id = record_audit_event(conn, source="vue_dashboard", action="ignore", entity_type="budget_seed_candidate", entity_id=seed_candidate_id, old_values={"status": candidate["status"]}, new_values={"status": "ignored", "note": note}, created_by="user") conn.commit() return {"status": "ignored", "entity_id": seed_candidate_id, "audit_id": audit_id, "message": "Seed-Kandidat ignoriert"} def set_seed_candidate_status(conn: Connection, seed_candidate_id: str, status: str, note: str | None = None) -> dict[str, Any]: if status not in STATUSES: raise HTTPException(status_code=422, detail="invalid candidate status") candidate = _candidate(conn, seed_candidate_id) ts = now() conn.execute( "UPDATE budget_seed_candidates SET status=?, notes=COALESCE(?, notes), updated_at=? WHERE seed_candidate_id=?", (status, note, ts, seed_candidate_id), ) audit_id = record_audit_event( conn, source="vue_dashboard", action="status_change", entity_type="budget_seed_candidate", entity_id=seed_candidate_id, old_values={"status": candidate["status"]}, new_values={"status": status, "note": note}, created_by="user", ) conn.commit() return {"status": status, "entity_id": seed_candidate_id, "audit_id": audit_id, "message": "Seed-Kandidat Status aktualisiert"} def reopen_seed_candidate(conn: Connection, seed_candidate_id: str, note: str | None = None) -> dict[str, Any]: return set_seed_candidate_status(conn, seed_candidate_id, "pending", note or "Vom User wieder geöffnet") def convert_unclean_range(conn: Connection, seed_candidate_id: str, target_type: str, payload: dict[str, Any] | None = None) -> dict[str, Any]: payload = payload or {} candidate = _candidate(conn, seed_candidate_id) if candidate["candidate_type"] != "unclean_range": raise HTTPException(status_code=422, detail="only unclean ranges can be converted") if target_type not in {"category", "budget_plan", "income", "transaction_candidate"}: raise HTTPException(status_code=422, detail="invalid target type") if target_type == "transaction_candidate": stats = seed_transaction_candidates_from_rows( conn, [[payload.get("transaction_date") or "", payload.get("description") or candidate.get("proposed_name") or candidate.get("source_label") or "", payload.get("amount") or candidate.get("proposed_amount_text") or ""]], source_file_label=str(candidate.get("source_file_label") or "Unclean Range"), source_type="unclean_range", ) audit_id = record_audit_event( conn, source="vue_dashboard", action="convert_unclean_range", entity_type="budget_seed_candidate", entity_id=seed_candidate_id, old_values={"candidate_type": "unclean_range", "status": candidate["status"]}, new_values={"target_type": target_type, "candidate_count": stats.get("candidate_count")}, created_by="user", ) conn.commit() return {"status": "created", "entity_id": seed_candidate_id, "audit_id": audit_id, "message": "Buchungskandidat aus Unclean Range angelegt", **stats} seed_target_type = "budget_plan" if target_type == "income" else target_type name = str(payload.get("proposed_name") or candidate.get("proposed_name") or candidate.get("source_label") or "").strip() if not name: raise HTTPException(status_code=422, detail="proposed_name is required") row = _candidate_row( source_file_label=candidate.get("source_file_label"), source_sheet=candidate.get("source_sheet"), source_row_or_range=candidate.get("source_row_or_range"), candidate_type=seed_target_type, source_label=candidate.get("source_label"), proposed_parent_label=payload.get("proposed_parent_label") or candidate.get("proposed_parent_label"), proposed_name=name, proposed_period_type=payload.get("proposed_period_type") or ("monthly" if seed_target_type == "budget_plan" else None), proposed_amount_text=payload.get("proposed_amount_text") or candidate.get("proposed_amount_text"), confidence=payload.get("confidence") or "0.55", requires_review=True, notes=f"converted_from_unclean:{seed_candidate_id}; {'type:income; ' if target_type == 'income' else ''}{payload.get('notes') or candidate.get('notes') or ''}".strip(), ) _insert_candidate(conn, row) audit_id = record_audit_event( conn, source="vue_dashboard", action="convert_unclean_range", entity_type="budget_seed_candidate", entity_id=seed_candidate_id, old_values={"candidate_type": "unclean_range", "status": candidate["status"]}, new_values={"created_candidate_id": row["seed_candidate_id"], "target_type": target_type}, created_by="user", ) conn.commit() return {"status": "created", "entity_id": row["seed_candidate_id"], "audit_id": audit_id, "message": "Review-Kandidat aus Unclean Range angelegt"} def preview_clear_category_takeover(conn: Connection) -> dict[str, Any]: rows = [c for c in list_seed_candidates(conn, candidate_type="category") if c["status"] not in {"confirmed", "ignored"} and not c["requires_review"]] return {"preview_id": new_id("preview"), "summary": "Eindeutige Kategorien übernehmen", "count": len(rows), "categories": [{"seed_candidate_id": r["seed_candidate_id"], "name": r.get("proposed_name") or r.get("source_label"), "category_type": ("income" if "type:income" in str(r.get("notes") or "") or str(r.get("proposed_parent_label") or "").lower() == "einnahmen" else _category_type(str(r.get("proposed_name") or r.get("source_label") or ""))), "parent_label": r.get("proposed_parent_label"), "status": r["status"]} for r in rows], "warnings": []} def confirm_clear_category_takeover(conn: Connection) -> dict[str, Any]: preview = preview_clear_category_takeover(conn) confirmed = 0 skipped = 0 audit_ids: list[str] = [] for item in preview["categories"]: candidate = _candidate(conn, item["seed_candidate_id"]) result = confirm_create_category(conn, {"name": item["name"], "category_type": item["category_type"], "parent_label": item.get("parent_label")}) ts = now() conn.execute("UPDATE budget_seed_candidates SET status='confirmed', proposed_category_id=?, updated_at=? WHERE seed_candidate_id=?", (result["entity_id"], ts, item["seed_candidate_id"])) audit_ids.append(record_audit_event(conn, source="vue_dashboard", action="confirm", entity_type="budget_seed_candidate", entity_id=item["seed_candidate_id"], old_values={"status": candidate["status"]}, new_values={"status": "confirmed", "linked_entity_id": result["entity_id"]}, created_by="user")) confirmed += 1 conn.commit() return {"status": "confirmed", "entity_id": "budget_category_takeover", "audit_id": audit_ids[-1] if audit_ids else "", "message": "Eindeutige Kategorien übernommen", "confirmed_count": confirmed, "skipped_count": skipped} def preview_budget_plan_takeover(conn: Connection) -> dict[str, Any]: rows = [c for c in list_seed_candidates(conn, candidate_type="budget_plan") if c["status"] not in {"ignored"}] items = [] for row in rows: try: preview = preview_seed_candidate(conn, row["seed_candidate_id"], {}) items.append({"seed_candidate_id": row["seed_candidate_id"], "name": row.get("proposed_name"), "category_id": preview["payload"].get("category_id"), "period_type": row.get("proposed_period_type"), "status": row["status"]}) except HTTPException: items.append({"seed_candidate_id": row["seed_candidate_id"], "name": row.get("proposed_name"), "category_id": None, "period_type": row.get("proposed_period_type"), "status": row["status"], "warning": "review_required"}) return {"preview_id": new_id("preview"), "summary": "Bestätigte Budgetpläne übernehmen", "count": len(items), "budget_plans": items, "warnings": []} def confirm_budget_plan_takeover(conn: Connection) -> dict[str, Any]: rows = [c for c in list_seed_candidates(conn, candidate_type="budget_plan") if c["status"] not in {"ignored"}] confirmed = 0 skipped = 0 audit_ids: list[str] = [] for row in rows: if row["status"] == "confirmed": skipped += 1 continue preview = preview_seed_candidate(conn, row["seed_candidate_id"], {}) result = confirm_seed_candidate(conn, row["seed_candidate_id"], preview["payload"]) if result.get("audit_id"): audit_ids.append(result["audit_id"]) confirmed += 1 return {"status": "confirmed", "entity_id": "budget_plan_takeover", "audit_id": audit_ids[-1] if audit_ids else "", "message": "Budgetpläne übernommen", "confirmed_count": confirmed, "skipped_count": skipped}