{"timestamp":"2026-07-27T08:51:38.466Z","type":"session_meta","payload":{"id":"019fa2c5-c73b-7642-afb3-b1e7f9780411","parent_thread_id":"019fa2c5-c639-7170-8083-043d6bbff0e8","timestamp":"2026-07-27T08:51:38.429Z","cwd":"/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import","originator":"codex_exec","cli_version":"0.139.0","source":{"subagent":"review"},"thread_source":"subagent","model_provider":"openai","base_instructions":{"text":"# Review guidelines:\n\nYou are acting as a reviewer for a proposed code change made by another engineer.\n\nBelow are some default guidelines for determining whether the original author would appreciate the issue being flagged.\n\nThese are not the final word in determining whether an issue is a bug. In many cases, you will encounter other, more specific guidelines. These may be present elsewhere in a developer message, a user message, a file, or even elsewhere in this system message.\nThose guidelines should be considered to override these general instructions.\n\nHere are the general guidelines for determining whether something is a bug and should be flagged.\n\n1. It meaningfully impacts the accuracy, performance, security, or maintainability of the code.\n2. The bug is discrete and actionable (i.e. not a general issue with the codebase or a combination of multiple issues).\n3. Fixing the bug does not demand a level of rigor that is not present in the rest of the codebase (e.g. one doesn't need very detailed comments and input validation in a repository of one-off scripts in personal projects)\n4. The bug was introduced in the commit (pre-existing bugs should not be flagged).\n5. The author of the original PR would likely fix the issue if they were made aware of it.\n6. The bug does not rely on unstated assumptions about the codebase or author's intent.\n7. It is not enough to speculate that a change may disrupt another part of the codebase, to be considered a bug, one must identify the other parts of the code that are provably affected.\n8. The bug is clearly not just an intentional change by the original author.\n\nWhen flagging a bug, you will also provide an accompanying comment. Once again, these guidelines are not the final word on how to construct a comment -- defer to any subsequent guidelines that you encounter.\n\n1. The comment should be clear about why the issue is a bug.\n2. The comment should appropriately communicate the severity of the issue. It should not claim that an issue is more severe than it actually is.\n3. The comment should be brief. The body should be at most 1 paragraph. It should not introduce line breaks within the natural language flow unless it is necessary for the code fragment.\n4. The comment should not include any chunks of code longer than 3 lines. Any code chunks should be wrapped in markdown inline code tags or a code block.\n5. The comment should clearly and explicitly communicate the scenarios, environments, or inputs that are necessary for the bug to arise. The comment should immediately indicate that the issue's severity depends on these factors.\n6. The comment's tone should be matter-of-fact and not accusatory or overly positive. It should read as a helpful AI assistant suggestion without sounding too much like a human reviewer.\n7. The comment should be written such that the original author can immediately grasp the idea without close reading.\n8. The comment should avoid excessive flattery and comments that are not helpful to the original author. The comment should avoid phrasing like \"Great job ...\", \"Thanks for ...\".\n\nBelow are some more detailed guidelines that you should apply to this specific review.\n\nHOW MANY FINDINGS TO RETURN:\n\nOutput all findings that the original author would fix if they knew about it. If there is no finding that a person would definitely love to see and fix, prefer outputting no findings. Do not stop at the first qualifying finding. Continue until you've listed every qualifying finding.\n\nGUIDELINES:\n\n- Ignore trivial style unless it obscures meaning or violates documented standards.\n- Use one comment per distinct issue (or a multi-line range if necessary).\n- Use ```suggestion blocks ONLY for concrete replacement code (minimal lines; no commentary inside the block).\n- In every ```suggestion block, preserve the exact leading whitespace of the replaced lines (spaces vs tabs, number of spaces).\n- Do NOT introduce or remove outer indentation levels unless that is the actual fix.\n\nThe comments will be presented in the code review as inline comments. You should avoid providing unnecessary location details in the comment body. Always keep the line range as short as possible for interpreting the issue. Avoid ranges longer than 5–10 lines; instead, choose the most suitable subrange that pinpoints the problem.\n\nAt the beginning of the finding title, tag the bug with priority level. For example \"[P1] Un-padding slices along wrong tensor dimensions\". [P0] – Drop everything to fix. Blocking release, operations, or major usage. Only use for universal issues that do not depend on any assumptions about the inputs. · [P1] – Urgent. Should be addressed in the next cycle · [P2] – Normal. To be fixed eventually · [P3] – Low. Nice to have.\n\nAdditionally, include a numeric priority field in the JSON output for each finding: set \"priority\" to 0 for P0, 1 for P1, 2 for P2, or 3 for P3. If a priority cannot be determined, omit the field or use null.\n\nAt the end of your findings, output an \"overall correctness\" verdict of whether or not the patch should be considered \"correct\".\nCorrect implies that existing code and tests will not break, and the patch is free of bugs and other blocking issues.\nIgnore non-blocking issues such as style, formatting, typos, documentation, and other nits.\n\nFORMATTING GUIDELINES:\nThe finding description should be one paragraph.\n\nOUTPUT FORMAT:\n\n## Output schema — MUST MATCH *exactly*\n\n```json\n{\n \"findings\": [\n {\n \"title\": \"<≤ 80 chars, imperative>\",\n \"body\": \"\",\n \"confidence_score\": ,\n \"priority\": ,\n \"code_location\": {\n \"absolute_file_path\": \"\",\n \"line_range\": {\"start\": , \"end\": }\n }\n }\n ],\n \"overall_correctness\": \"patch is correct\" | \"patch is incorrect\",\n \"overall_explanation\": \"<1-3 sentence explanation justifying the overall_correctness verdict>\",\n \"overall_confidence_score\": \n}\n```\n\n* **Do not** wrap the JSON in markdown fences or extra prose.\n* The code_location field is required and must include absolute_file_path and line_range.\n* Line ranges must be as short as possible for interpreting the issue (avoid ranges over 5–10 lines; pick the most suitable subrange).\n* The code_location should overlap with the diff.\n* Do not generate a PR fix.\n"},"multi_agent_version":"disabled","git":{"commit_hash":"caaf348cadb3d9825222f1c34a48d8840ee0c872","branch":"sprint12/truewealth-verified-import","repository_url":"https://github.com/Gamexgit/FinanceManager.git"}}} {"timestamp":"2026-07-27T08:51:38.466Z","type":"event_msg","payload":{"type":"task_started","turn_id":"019fa2c5-c75c-7212-b384-287585550600","started_at":1785142298,"model_context_window":258400,"collaboration_mode_kind":"default"}} {"timestamp":"2026-07-27T08:51:39.945Z","type":"response_item","payload":{"type":"message","role":"developer","content":[{"type":"input_text","text":"\nFilesystem sandboxing defines which files can be read or written. `sandbox_mode` is `read-only`: The sandbox only permits reading files. Network access is restricted.\nApproval policy is currently never. Do not provide the `sandbox_permissions` for any reason, commands will be rejected.\n"},{"type":"input_text","text":"\n## Apps (Connectors)\nApps (Connectors) can be explicitly triggered in user messages in the format `[$app-name](app://{connector_id})`. Apps can also be implicitly triggered as long as the context suggests usage of available apps.\nAn app is equivalent to a set of MCP tools within the `codex_apps` MCP.\nAn installed app's MCP tools are either provided to you already, or can be lazy-loaded through the `tool_search` tool. If `tool_search` is available, the apps that are searchable by `tools_search` will be listed by it.\nDo not additionally call list_mcp_resources or list_mcp_resource_templates for apps.\n"},{"type":"input_text","text":"\n## Skills\nA skill is a set of local instructions to follow that is stored in a `SKILL.md` file. Below is the list of skills that can be used. Each entry includes a name, description, and file path so you can open the source for full instructions when using a specific skill.\n### Available skills\n- imagegen: Generate or edit raster images when the task benefits from AI-created bitmap visuals such as photos, illustrations, textures, sprites, mockups, or transparent-background cutouts. Use when Codex should create a brand-new image, transform an existing image, or derive visual variants from references, and the output should be a bitmap asset rather than repo-native code or vector. Do not use when the task is better handled by editing existing SVG/vector/code-native assets, extending an established icon or logo system, or building the visual directly in HTML/CSS/canvas. (file: /home/agent/.codex/skills/.system/imagegen/SKILL.md)\n- openai-docs: Use when the user asks how to build with OpenAI products or APIs, asks about Codex itself or choosing Codex surfaces, needs up-to-date official documentation with citations, help choosing the latest model for a use case, or model upgrade and prompt-upgrade guidance; use OpenAI docs MCP tools for non-Codex docs questions, use the Codex manual helper first for broad Codex self-knowledge, and restrict fallback browsing to official OpenAI domains. (file: /home/agent/.codex/skills/.system/openai-docs/SKILL.md)\n- plugin-creator: Create and scaffold plugin directories for Codex with a required `.codex-plugin/plugin.json`, optional plugin folders/files, valid manifest defaults, and personal-marketplace entries by default. Use when Codex needs to create a new personal plugin, add optional plugin structure, generate or update marketplace entries for plugin ordering and availability metadata, or update an existing local plugin during development with the CLI-driven cachebuster and reinstall flow. (file: /home/agent/.codex/skills/.system/plugin-creator/SKILL.md)\n- skill-creator: Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Codex's capabilities with specialized knowledge, workflows, or tool integrations. (file: /home/agent/.codex/skills/.system/skill-creator/SKILL.md)\n- skill-installer: Install Codex skills into $CODEX_HOME/skills from a curated list or a GitHub repo path. Use when a user asks to list installable skills, install a curated skill, or install a skill from another repo (including private repos). (file: /home/agent/.codex/skills/.system/skill-installer/SKILL.md)\n- data-analytics:analyze-data-quality: Assess whether structured data, query results, dashboards, or analytical evidence are trustworthy enough to use. Use when the task is to check data quality, reconcile conflicting sources or metric definitions, or decide whether evidence is safe to cite. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/analyze-data-quality/SKILL.md)\n- data-analytics:build-dashboard: Build source-backed dashboards for monitoring performance, exploring drivers, or acting on product and business metrics. Use when the task needs a dashboard, scorecard, or monitoring view with clear metrics, filters, source definitions, and QA. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/build-dashboard/SKILL.md)\n- data-analytics:build-report: Build polished analytical reports for executive, product, business, or technical audiences. Use when the task needs a durable answer-first narrative with evidence-backed findings, visuals or tables, caveats, and source context. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/build-report/SKILL.md)\n- data-analytics:create-data-context: Create, update, inspect, or repair Data Analytics semantic layers. Use when the user asks to save data context or create a semantic layer that future Data Analytics work can inspect and cite. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/create-data-context/SKILL.md)\n- data-analytics:design-kpis: Design KPI frameworks, metric definitions, targets, guardrails, and measurement plans for product or business decisions. Use when success metrics, drivers, guardrails, targets, or the measurement approach need to be defined or improved. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/design-kpis/SKILL.md)\n- data-analytics:gather-business-context: Gather business context from connected or provided sources so downstream analysis starts with the right framing. Use when an analytical question depends on missing context, such as what a metric means, what changed recently, or which sources should be checked. If the same prompt asks for diagnosis, recommendation, or a deliverable, gather context first and continue to the focused skill. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/gather-business-context/SKILL.md)\n- data-analytics:index: Route Data Analytics plugin-level requests and broad analytics work to the right focused workflow. Use when Data Analytics is at-mentioned, or for analytics requests involving data, metrics, dashboards, reports, charts, notebooks, spreadsheets, KPIs, market sizing, or semantic layers. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/index/SKILL.md)\n- data-analytics:jupyter-notebooks: Create, edit, or validate reproducible SQL or Python notebooks. Use for notebooks, SQL/Python scratchpads, reproducible exploration, audit trails, or runnable companions where the analysis should be reviewable or rerunnable. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/jupyter-notebooks/SKILL.md)\n- data-analytics:kpi-reporting: Prepare KPI readouts, scorecards, WBR/MBR/QBR updates, and executive summaries from quantitative business or product metrics; use when the task is to report status, compare against targets, explain validated drivers, and state operating implications. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/kpi-reporting/SKILL.md)\n- data-analytics:market-sizing: Estimate market, segment, or opportunity size with transparent assumptions and uncertainty. Use for TAM/SAM/SOM, sizing scenarios, or comparing the scale of possible opportunities. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/market-sizing/SKILL.md)\n- data-analytics:metric-diagnostics: Diagnose why a metric changed or differs from expectation. Use when the task is to identify likely drivers of a metric movement, anomaly, gap, or discrepancy. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/metric-diagnostics/SKILL.md)\n- data-analytics:product-business-analysis: Analyze product or business data to support a decision or recommendation. Use when a decision depends on metric-backed evidence, such as choosing a direction, prioritizing an opportunity, evaluating a change, segmenting users, sizing tradeoffs, or deciding what to do next. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/product-business-analysis/SKILL.md)\n- data-analytics:publish-artifact-to-sites: Publish a validated Data Analytics report or dashboard artifact through Sites. Use automatically for durable artifacts in any positively identified Work Mode when the full Sites lifecycle is callable, or in ChatGPT Desktop outside Work Mode only after an explicit Sites request or acceptance of the optional post-handoff sharing offer. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/publish-artifact-to-sites/SKILL.md)\n- data-analytics:validate-data: Validate whether an analysis is accurate, well-supported, and ready to share or use for a decision. Use when reviewing methodology, calculations, comparisons, visuals, caveats, or conclusions. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/validate-data/SKILL.md)\n- data-analytics:visualize-data: Design, build, revise, or QA quantitative charts and figures. Use when an analytical answer needs visual judgment, whether for an inline answer, report, dashboard, notebook, or artifact. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/data-analytics/0.2.8-13ceeea1f599/skills/visualize-data/SKILL.md)\n- github:gh-address-comments: Address actionable GitHub pull request review feedback. Use when the user wants to inspect unresolved review threads, requested changes, or inline review comments on a PR, then implement selected fixes. Use the GitHub app for PR metadata and flat comment reads, and use the bundled GraphQL script via `gh` whenever thread-level state, resolution status, or inline review context matters. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/github/0.1.8-2841cf9749ae/skills/gh-address-comments/SKILL.md)\n- github:gh-fix-ci: Use when a user asks to debug or fix failing GitHub PR checks that run in GitHub Actions. Use the GitHub app from this plugin for PR metadata and patch context, and use `gh` for Actions check and log inspection before implementing any approved fix. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/github/0.1.8-2841cf9749ae/skills/gh-fix-ci/SKILL.md)\n- github:github: Triage and orient GitHub repository, pull request, and issue work through the connected GitHub app. Use when the user asks for general GitHub help, wants PR or issue summaries, or needs repository context before choosing a more specific GitHub workflow. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/github/0.1.8-2841cf9749ae/skills/github/SKILL.md)\n- github:yeet: Publish local changes to GitHub by confirming scope, committing intentionally, pushing the branch, and opening a draft PR through the GitHub app from this plugin, with `gh` used only as a fallback where connector coverage is insufficient. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/github/0.1.8-2841cf9749ae/skills/yeet/SKILL.md)\n- gmail:gmail: Manage Gmail inbox triage, mailbox search, thread summaries, action extraction, reply drafting, and email forwarding through connected Gmail data. Use when the user wants to inspect a mailbox or thread, search email with Gmail query syntax, summarize messages, extract decisions and follow-ups, prepare replies or forwarded messages, or organize messages with explicit confirmation before send, archive, delete, or label actions. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/gmail/0.1.5/skills/gmail/SKILL.md)\n- gmail:gmail-inbox-triage: Triage a Gmail inbox into actionable buckets such as urgent, needs reply soon, waiting, and FYI using connected Gmail data. Use when the user asks to triage the inbox, rank what needs attention, find what still needs a reply, or separate important mail from noise. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/gmail/0.1.5/skills/gmail-inbox-triage/SKILL.md)\n- google-calendar:google-calendar: Manage scheduling and conflicts in connected Google Calendar data. Use when the user wants to inspect calendars, compare availability, review conflicts, find a meeting room, review event notes or attachments, add or adjust reminders, place temporary holds, or draft exact create, update, reschedule, or cancel changes with timezone-aware details. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-calendar/1.2.4/skills/google-calendar/SKILL.md)\n- google-calendar:google-calendar-daily-brief: Build polished one-day Google Calendar briefs. Use when the user asks for today, tomorrow, or a specific date summary with an agenda, conflict flags, free windows, remaining-meeting readouts, or a calendar brief, and the Google Calendar connector is available. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-calendar/1.2.4/skills/google-calendar-daily-brief/SKILL.md)\n- google-calendar:google-calendar-free-up-time: Find ways to open up meaningful free time in a connected Google Calendar. Use when the user wants to clear up their day, make room for focus time, create a longer uninterrupted block, or see the smallest set of calendar changes that would give time back. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-calendar/1.2.4/skills/google-calendar-free-up-time/SKILL.md)\n- google-calendar:google-calendar-group-scheduler: Find and rank good meeting times for multiple people using connected Google Calendar data. Use when the user wants to schedule a group meeting, compare candidate slots across several attendees, find the best compromise time, or add a room check after narrowing the attendee-compatible options. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-calendar/1.2.4/skills/google-calendar-group-scheduler/SKILL.md)\n- google-calendar:google-calendar-meeting-prep: Build a practical meeting prep brief from a connected Google Calendar event and its nearby context. Use when the user wants to prepare for an upcoming meeting, understand what to read beforehand, pull in linked notes or docs, or get a concise brief on what the meeting appears to require. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-calendar/1.2.4/skills/google-calendar-meeting-prep/SKILL.md)\n- google-drive:google-docs: Prompt- and template-complete Google Docs creation and editing with explicit-instruction-authoritative structural preservation, including semantic roles, relationships, comparison dimensions, and instructed extensions; full-topology native-copy routing; source-grounded per-tab adaptation for past/example references; style-preserving hyperlink and table edits; canonical smart-chip-first authoring for dates and relevant supported people or Google resources; a file-backed advisory trusted read before existing-document writes; automatic protected-control awareness; direct connector APIs by default; DOCX-first import only when no supplied Google Doc template/reference constrains the output; and checked-in code mode only for exact native dropdown mutation. Use when Codex must create, edit, fill, adapt, redesign, or verify Google Docs without overriding explicit user/template instructions, adding unrequested document scope, or carrying stale reference facts into a new deliverable. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-drive/0.1.10/skills/google-docs/SKILL.md)\n- google-drive:google-drive: Use connected Google Drive as the single entrypoint for Drive, Docs, Sheets, and Slides work. Use when the user wants to find, fetch, organize, share, export, copy, or delete Drive files, or summarize and edit Google Docs, Google Sheets, and Google Slides through one unified Google Drive plugin. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-drive/0.1.10/skills/google-drive/SKILL.md)\n- google-drive:google-drive-comments: Write, reply to, and resolve Google Drive comments on Docs, Sheets, Slides, and Drive files with evidence-backed location context. Use when the user asks to leave comments, review a file with comments, respond to comment threads, or resolve Drive comments. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-drive/0.1.10/skills/google-drive-comments/SKILL.md)\n- google-drive:google-sheets: Analyze and edit connected Google Sheets with range precision. Use when the user wants to create Google Sheets, find a spreadsheet, inspect tabs or ranges, search rows, plan formulas, create or repair charts, clean or restructure tables, write concise summaries, or make explicit cell-range updates. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-drive/0.1.10/skills/google-sheets/SKILL.md)\n- google-drive:google-slides: Route Google Slides authoring requests and derive a design system from a native template or reference deck. Use this skill when the user provides an existing native Google Slides deck as a template, reference, or prior-period source, or asks to edit, update, repair, restyle, or clean up an existing native Google Slides deck. Use the Presentations skill instead for net-new presentation creation when no existing native Google Slides deck must be followed. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/google-drive/0.1.10/skills/google-slides/SKILL.md)\n- investment-banking:investment-banking: Route Investment Banking workflows for banker-owned transaction, capital markets, valuation, diligence, buyer/investor targeting, pitch, process, and restructuring work. Use when the user is preparing, reviewing, or executing M&A, financing, sponsor, issuer, lender, restructuring, coverage, or deal-advisory work, including CIMs, teasers, pitch materials, buyer lists, process trackers, merger models, capital markets analysis, and banker-facing valuation or diligence outputs. Do not use for public-equity investment decisions, personal financial advice, legal advice, FP&A, or generic writing tasks with no transaction or banker-workflow context. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/investment-banking/0.1.29/skills/investment-banking/SKILL.md)\n- public-equity-investing:public-equity-investing: Route Public Equity Investing workflows for listed-company and public-security research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, position sizing, hedging, dashboards, and investment memos. Use when the user is evaluating a public company, ticker, sector, portfolio position, event, earnings setup, or investment thesis through an investor lens, including what is priced in, what is mispriced, what proves or kills the thesis, and what to watch next. Do not use for private-company diligence, credit-first analysis, personal financial advice, generic company summaries, or generic document drafting with no public-equity investment context. (file: /home/agent/.codex/plugins/cache/openai-curated-remote/public-equity-investing/0.1.31/skills/public-equity-investing/SKILL.md)\n### How to use skills\n- Discovery: The list above is the skills available in this session (name + description + file path). Skill bodies live on disk at the listed paths.\n- Trigger rules: If the user names a skill (with `$SkillName` or plain text) OR the task clearly matches a skill's description shown above, you must use that skill for that turn. Multiple mentions mean use them all. Do not carry skills across turns unless re-mentioned.\n- Missing/blocked: If a named skill isn't in the list or the path can't be read, say so briefly and continue with the best fallback.\n- How to use a skill (progressive disclosure):\n 1) After deciding to use a skill, the main agent must open and read its `SKILL.md` completely before taking task actions. If a read is truncated or paginated, continue until EOF.\n 2) When `SKILL.md` references relative paths (e.g., `scripts/foo.py`), resolve them relative to the skill directory listed above first, and only consider other paths if needed.\n 3) If `SKILL.md` points to extra folders such as `references/`, use its routing instructions to identify the files required for the task. The main agent must read each required instruction or reference file itself before acting on it. Do not delegate reading, summarizing, or interpreting skill instructions to a subagent. Subagents may still perform task work when the selected skill allows it.\n 4) If `scripts/` exist, prefer running or patching them instead of retyping large code blocks.\n 5) If `assets/` or templates exist, reuse them instead of recreating from scratch.\n- Coordination and sequencing:\n - If multiple skills apply, choose the minimal set that covers the request and state the order you'll use them.\n - Announce which skill(s) you're using and why (one short line). If you skip an obvious skill, say why.\n- Context hygiene:\n - Progressive disclosure applies to selecting relevant files, not partially reading a selected instruction file. Do not load unrelated references, scripts, or assets.\n - Avoid deep reference-chasing: prefer opening only files directly linked from `SKILL.md` unless you're blocked.\n - When variants exist (frameworks, providers, domains), pick only the relevant reference file(s) and note that choice.\n- Safety and fallback: If a skill can't be applied cleanly (missing files, unclear instructions), state the issue, pick the next-best approach, and continue.\n"},{"type":"input_text","text":"\n## Plugins\nA plugin is a local bundle of skills, MCP servers, and apps. Below is the list of plugins that are enabled and available in this session.\n### Available plugins\n- `Data Analytics`: Answer product and business questions with data\n- `GitHub`: Inspect repositories, triage pull requests and issues, debug CI, and publish changes through a hybrid GitHub connector and CLI workflow.\n- `Gmail`: Work with Gmail using the configured Gmail app connector.\n- `Google Calendar`: Connect Google Calendar for scheduling, availability, daily briefs, and event management.\n- `Google Drive`: Use Google Drive as the single entrypoint for Drive, Docs, Sheets, and Slides work.\n- `Investment Banking`: Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution.\n- `Lovable`: Build apps and websites\n- `Default templates`: OpenAI default document, presentation, and spreadsheet templates.\n- `Public Equity Investing`: Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and constituent diligence, sell-side research notes, risk sizing, hedging, dashboards, and investment memos.\n### How to use plugins\n- Discovery: The list above is the plugins available in this session.\n- Skill naming: If a plugin contributes skills, those skill entries are prefixed with `plugin_name:` in the Skills list.\n- Trigger rules: If the user explicitly names a plugin, prefer capabilities associated with that plugin for that turn.\n- Relationship to capabilities: Plugins are not invoked directly. Use their underlying skills, MCP tools, and app tools to help solve the task.\n- Preference: When a relevant plugin is available, prefer using capabilities associated with that plugin over standalone capabilities that provide similar functionality.\n- Missing/blocked: If the user requests a plugin that is not listed above, or the plugin does not have relevant callable capabilities for the task, say so briefly and continue with the best fallback.\n"}]}} {"timestamp":"2026-07-27T08:51:39.945Z","type":"response_item","payload":{"type":"message","role":"user","content":[{"type":"input_text","text":"# AGENTS.md instructions for /home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import\n\n\n# AGENTS.md\n\n## FinanceManager-2.0-Regeln\n\n- Arbeite in kleinen vertikalen PRs; keine Big-Bang-Rewrites.\n- Produktive Finanzdaten, Rohimporte, Datenbanken, Reports und Secrets bleiben außerhalb Git.\n- Schreibrouten bleiben Preview → Confirm → Audit und HTTP-seitig fail-closed. Keine Orderausführung.\n- Sol entscheidet über Architektur, Security, Auth, Datenmodell, Migrationen, Formeln und Advisor-/IPS-Semantik.\n- Spark nur sequenziell für ein kleines Ergebnis (ca. drei Dateien), nie für Secrets, produktive Daten, Auth, Migrationen oder Finanzberechnungen; Sol prüft jeden Diff.\n- Kein Push, Merge, Deployment und keine Secret-Rotation ohne ausdrückliche Freigabe.\n- Vor Abschluss: `make PYTHON=.venv/bin/python verify` und `git diff --check` tatsächlich ausführen.\n- Jeder PR erfüllt die Felder der PR-Vorlage und aktualisiert bei Entscheidungsänderungen die Baseline/ADR.\n\nDetails: `docs/finance-manager-2.0/sprint-0-baseline.md`.\n\n"},{"type":"input_text","text":"\n /home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import\n bash\n 2026-07-27\n Europe/Zurich\n /home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import:root\n"}]}} {"timestamp":"2026-07-27T08:51:39.946Z","type":"turn_context","payload":{"turn_id":"019fa2c5-c75c-7212-b384-287585550600","cwd":"/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import","workspace_roots":["/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import"],"current_date":"2026-07-27","timezone":"Europe/Zurich","approval_policy":"never","sandbox_policy":{"type":"read-only"},"permission_profile":{"type":"managed","file_system":{"type":"restricted","entries":[{"path":{"type":"special","value":{"kind":"root"}},"access":"read"}]},"network":"restricted"},"model":"gpt-5.5","personality":"pragmatic","collaboration_mode":{"mode":"default","settings":{"model":"gpt-5.5","reasoning_effort":null,"developer_instructions":null}},"multi_agent_version":"disabled","realtime_active":false,"summary":"auto"}} {"timestamp":"2026-07-27T08:51:39.954Z","type":"response_item","payload":{"type":"message","role":"user","content":[{"type":"input_text","text":"Review the current code changes (staged, unstaged, and untracked files) and provide prioritized findings."}]}} {"timestamp":"2026-07-27T08:51:39.954Z","type":"event_msg","payload":{"type":"user_message","message":"Review the current code changes (staged, unstaged, and untracked files) and provide prioritized findings.","images":[],"local_images":[],"text_elements":[]}} {"timestamp":"2026-07-27T08:51:42.738Z","type":"response_item","payload":{"type":"reasoning","summary":[],"encrypted_content":"gAAAAABqZxweMWmrGiCwxNX64uBwz8A7oS5ammuwWbwb6CfD7T7BnrGHLjFfDiEvSqww1AR11q_fa0M_u2aG1PX9ImKGQrwfjgH0RiyyxvZXOg0S3ZgWMbrn-o5bUDwXFV6uPNz5yY6GVzsgwOJ6Am2rWMGE4zEfVeqDLrxd9I-vI7AlKjPZkzNysvFa8nSNLjVd5R5A1CChX_cBXeqd8qV2mWaNw9Au-FJkliOsZviY1hJ3N4n2GopUl9DrOLOTkRPS9CacOo7bixSQxDknEvNjnrHpi6wEndp6L4zm0MOYYlcoTqXT7sxLEDNHDD8pc-MzolR-LDLuMOj_fhnsztetbVbroc0JsywKKA1jB4zg3P0Sj9SlOZ-h9SAnnt--E_F70gZA8EDA0X_PgQ_6GBfv_yoPPHVP4i76Gnf6YyOy3VxR0cnWaRU8XxJrLCjZD-tqbDv-qaLjmCNdcx5cTzgtsbX3gNQ2We5jI-SpPSJqR4RBuaYLOa6-Zb73l9zfaNfjfafDUxcq-oKZjWM-AJH1jgosU3-IgY1gF_FGvzeUUt7cCampXpJpVRDV_oBs7Ge4nOek9T8igPp4Oj_hG-Tr5WxSqwt7NokPN4xL95B2s4Ta6ojiZQ8I7aPEDLQnFDFxjYlh8tHMjv6hpjBgEXo-a2y-lqU8D_wgouthx31kDrwS3NZlfsBYgyZgLWGX8BTXTAECAnjH34s75e1pMQtd3d3XtEG3iL-BYI9yVFlgYJkT8nlrn_bCjjcig5kKMKCv_WfSN0JyvHZQB5mVr37imVVtXkpLNqrhOskMzSRHPERYCv15MkU4vwRzz74zUbnWhDBNMvIDV6nngDRPd19zzbyBYNt54qGjhFtSgX_Ui_LaG0KhI_dBPsX9M_DXDX1TJpuGNW9maHhVVX2YqUbN9oMUlgKhowZmoRry4nkd8WWIOvh7tpGsSsxkVNC2ySQYNB1odUUWKtOo_jLMI8HZVmeYb99tFQ=="}} {"timestamp":"2026-07-27T08:51:43.957Z","type":"response_item","payload":{"type":"function_call","name":"exec_command","arguments":"{\"cmd\": \"git status --short && git diff --stat && git diff --cached --stat\", \"workdir\": \"/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import\", \"yield_time_ms\": 10000, \"max_output_tokens\": 20000}","call_id":"call_6B6Q8FihpyYjGJ2k9GKMbYil"}} {"timestamp":"2026-07-27T08:51:44.021Z","type":"response_item","payload":{"type":"function_call_output","call_id":"call_6B6Q8FihpyYjGJ2k9GKMbYil","output":"Chunk ID: df134d\nWall time: 0.0000 seconds\nProcess exited with code 0\nOriginal token count: 732\nOutput:\n M .github/workflows/portfolio-phase3-integration.yml\n M docs/sprint12-truewealth-source-gate.md\n M docs/sprint12-truewealth-verified-import.md\n M frontend/src/pages/CashTrueWealthManagement.test.ts\n M frontend/src/pages/TrueWealthPage.vue\n M pyproject.toml\n M requirements-ci.txt\n M scripts/ci_portfolio_phase3_gate.py\n M src/jarvis_finance/api/main.py\n M src/jarvis_finance/services/portfolio_data.py\n M src/jarvis_finance/services/portfolio_performance.py\n M src/jarvis_finance/services/portfolio_service.py\n M src/jarvis_finance/services/reconciliation_snapshot.py\n M src/jarvis_finance/storage/migrations.py\n M tests/unit/test_budget_monthly_import_rule_learning_v1.py\n M tests/unit/test_budget_phase1.py\n M tests/unit/test_budget_phase11.py\n M tests/unit/test_budget_phase12_seed_review.py\n M tests/unit/test_budget_phase16_user_rules.py\n M tests/unit/test_fixed_costs_subscriptions_v1.py\n M tests/unit/test_grocery_matching_learning_v2.py\n M tests/unit/test_grocery_price_providers_v1.py\n M tests/unit/test_portfolio_data_ingestion_reconciliation.py\n M tests/unit/test_schema.py\n?? frontend/src/api/truewealth.ts\n?? src/jarvis_finance/api/routers/truewealth.py\n?? src/jarvis_finance/api/schemas/truewealth.py\n?? src/jarvis_finance/imports/truewealth_tax_statement.py\n?? src/jarvis_finance/services/truewealth_service.py\n?? tests/test_truewealth_sprint12.py\n .github/workflows/portfolio-phase3-integration.yml | 5 +\n docs/sprint12-truewealth-source-gate.md | 95 +++++-----\n docs/sprint12-truewealth-verified-import.md | 52 ++++--\n .../src/pages/CashTrueWealthManagement.test.ts | 30 +--\n frontend/src/pages/TrueWealthPage.vue | 208 +++++++++++++++++++--\n pyproject.toml | 2 +-\n requirements-ci.txt | 1 +\n scripts/ci_portfolio_phase3_gate.py | 6 +-\n src/jarvis_finance/api/main.py | 11 +-\n src/jarvis_finance/services/portfolio_data.py | 7 +-\n .../services/portfolio_performance.py | 6 +-\n src/jarvis_finance/services/portfolio_service.py | 5 +-\n .../services/reconciliation_snapshot.py | 5 +-\n src/jarvis_finance/storage/migrations.py | 172 ++++++++++++++++-\n .../test_budget_monthly_import_rule_learning_v1.py | 2 +-\n tests/unit/test_budget_phase1.py | 2 +-\n tests/unit/test_budget_phase11.py | 2 +-\n tests/unit/test_budget_phase12_seed_review.py | 2 +-\n tests/unit/test_budget_phase16_user_rules.py | 2 +-\n tests/unit/test_fixed_costs_subscriptions_v1.py | 2 +-\n tests/unit/test_grocery_matching_learning_v2.py | 2 +-\n tests/unit/test_grocery_price_providers_v1.py | 2 +-\n ...test_portfolio_data_ingestion_reconciliation.py | 4 +-\n tests/unit/test_schema.py | 2 +-\n 24 files changed, 509 insertions(+), 118 deletions(-)\n"}} {"timestamp":"2026-07-27T08:51:44.022Z","type":"event_msg","payload":{"type":"token_count","info":{"total_token_usage":{"input_tokens":11617,"cached_input_tokens":0,"output_tokens":93,"reasoning_output_tokens":13,"total_tokens":11710},"last_token_usage":{"input_tokens":11617,"cached_input_tokens":0,"output_tokens":93,"reasoning_output_tokens":13,"total_tokens":11710},"model_context_window":258400},"rate_limits":{"limit_id":"codex","limit_name":null,"primary":{"used_percent":34.0,"window_minutes":10080,"resets_at":1785614901},"secondary":null,"credits":{"has_credits":false,"unlimited":false,"balance":"0"},"individual_limit":null,"plan_type":"prolite","rate_limit_reached_type":null}}} {"timestamp":"2026-07-27T08:51:47.569Z","type":"response_item","payload":{"type":"reasoning","summary":[],"encrypted_content":"gAAAAABqZxwjXC7nzJ-91z9RAdXYexidfnMXUGwsioaxEkzlkW48jgzzvhAmUC0zh2gK9QdKHqu2J1rVGmPXIh4aM79-EABv35JsNe5M2JrmKtetkX9kA3LcJuQIfWAzYFEe56ycQEEo8AYRadJ8B6tbn-hgA1vSdTIs543Xy3p5IG2IRUYH5RJpdGpXU_-3Qgrf1N13zH7FqXIPqbDcloo6_Wz9lzJQuit_tWrXZ-tn3a3pHwGyDc7h02Nlugyf1bnWN32g5pQ-R0PxI6o-7al-IMcDuym1j-aAOfUK9dIELfKc_Tv8RgQSyiaRLwTfgqNVEwxoVlaPBlJ8aPgdOWWrSediHBmQNiB7nXBYX9uJck5dkbd5eaw2AbhX_qCbWB7LnRXHfmYNXo85cDDGXGf20RPv2kn-GlZqFjYebYJxUJClbj-46A70CI8KiGkfmT847iWt1Jr6MczVRmK0z2p7AipOVUiwtRlzpIba3duA1ksiFCjmwqeQ_YGmpbC88Q9tL34IpgUIp-qrlAo7QjvaGxQKsQjE3W0zY1snEd8H3QJ0RBDgRC3LygGlIXboCo6tiuoCU_rDPR7b66yi5BgAqqPGmfa-luNuIP3Zg3f8kFy9I454uio9Ma9VEHRvR1m0KdKaagtXmslUokq0VgDUxQuqpccoj475POONSL9wT3f7arzVBKzMJgr-hY4h0V0e1d3vLCraH4YER5z76i3Zc2TAKP8EOjLCzLyCcbquY2wYAaNFxb-G40gy9VxtlGpWldcwQbmrJVKMChRLTRBjs77uGxIjo_3ZWeKDY29KE3lOI2rJavmtZJ1rVRNbjotcoSdGyfVHiYCYAPEz9tW0WrOrTfzAa8-easyBHa0Ke_YOhXwbbWfz_LW69uaLEoxPQ8d9sd3RHal7Ry5aXU91CzOIKdaa8IrhIxN4qU2SDFGT6YpEJNjFlw5gASO0qaE_n7Sdke21qKQt15R-9bDs82SeW1PnNwADcEmR6l5ufcijnpTrFFA="}} {"timestamp":"2026-07-27T08:51:50.385Z","type":"response_item","payload":{"type":"function_call","name":"exec_command","arguments":"{\"cmd\":\"git diff -- . ':(exclude)docs/*' && for f in frontend/src/api/truewealth.ts src/jarvis_finance/api/routers/truewealth.py src/jarvis_finance/api/schemas/truewealth.py src/jarvis_finance/imports/truewealth_tax_statement.py src/jarvis_finance/services/truewealth_service.py tests/test_truewealth_sprint12.py; do echo '---' $f; sed -n '1,240p' $f; done\",\"workdir\":\"/home/agent/.hermes/worktrees/FinanceManager-sprint12-truewealth-verified-import\",\"yield_time_ms\":10000,\"max_output_tokens\":60000}","call_id":"call_1VtXV6ok33E8oZKshIPrcu0s"}} {"timestamp":"2026-07-27T08:51:50.456Z","type":"response_item","payload":{"type":"function_call_output","call_id":"call_1VtXV6ok33E8oZKshIPrcu0s","output":"Chunk ID: 455260\nWall time: 0.0001 seconds\nProcess exited with code 0\nOriginal token count: 23519\nOutput:\nTotal output lines: 1726\n\ndiff --git a/.github/workflows/portfolio-phase3-integration.yml b/.github/workflows/portfolio-phase3-integration.yml\nindex 7b317f6..32341ae 100644\n--- a/.github/workflows/portfolio-phase3-integration.yml\n+++ b/.github/workflows/portfolio-phase3-integration.yml\n@@ -100,7 +100,9 @@ jobs:\n scripts/ci_portfolio_phase3_gate.py \\\n src/jarvis_finance/api/main.py \\\n src/jarvis_finance/api/routers/overview.py \\\n+ src/jarvis_finance/api/routers/truewealth.py \\\n src/jarvis_finance/api/schemas/portfolio_data.py \\\n+ src/jarvis_finance/api/schemas/truewealth.py \\\n src/jarvis_finance/api/schemas/portfolio_performance.py \\\n src/jarvis_finance/api/schemas/portfolio_policy.py \\\n src/jarvis_finance/api/schemas/reconciliation.py \\\n@@ -108,6 +110,7 @@ jobs:\n src/jarvis_finance/config/settings.py \\\n src/jarvis_finance/ledger/cost_basis.py \\\n src/jarvis_finance/ledger/performance.py \\\n+ src/jarvis_finance/imports/truewealth_tax_statement.py \\\n src/jarvis_finance/quality/freshness.py \\\n src/jarvis_finance/quality/git_safety.py \\\n src/jarvis_finance/services/portfolio_data.py \\\n@@ -115,8 +118,10 @@ jobs:\n src/jarvis_finance/services/portfolio_policy.py \\\n src/jarvis_finance/services/reconciliation_snapshot.py \\\n src/jarvis_finance/services/transfer_pairing.py \\\n+ src/jarvis_finance/services/truewealth_service.py \\\n src/jarvis_finance/storage/migrations.py \\\n tests/conftest.py \\\n+ tests/test_truewealth_sprint12.py \\\n tests/unit/test_api_write_security.py \\\n tests/unit/test_git_safety.py \\\n tests/unit/test_portfolio_data_ingestion_reconciliation.py \\\ndiff --git a/frontend/src/pages/CashTrueWealthManagement.test.ts b/frontend/src/pages/CashTrueWealthManagement.test.ts\nindex aec0ab5..d153f49 100644\n--- a/frontend/src/pages/CashTrueWealthManagement.test.ts\n+++ b/frontend/src/pages/CashTrueWealthManagement.test.ts\n@@ -3,13 +3,13 @@ import { beforeEach, describe, expect, it, vi } from 'vitest'\n import CashPage from './CashPage.vue'\n import TrueWealthPage from './TrueWealthPage.vue'\n import { getCashSummary, previewCashSnapshot, confirmCashSnapshot, getCashPosition } from '@/api/cash'\n-import { getOverview } from '@/api/portfolio'\n-import { getReferenceAccounts, previewAccountValue, confirmAccountValue } from '@/api/positions'\n+import { confirmManualTrueWealthValue, getTrueWealthSummary, previewManualTrueWealthValue } from '@/api/truewealth'\n import { getHealth, getRuntimeStatus } from '@/api/runtime'\n \n vi.mock('@/api/cash', () => ({ getCashSummary: vi.fn(), getCashPosition: vi.fn(), previewCashSnapshot: vi.fn(), confirmCashSnapshot: vi.fn() }))\n vi.mock('@/api/portfolio', () => ({ getOverview: vi.fn() }))\n vi.mock('@/api/positions', () => ({ getReferenceAccounts: vi.fn(), previewAccountValue: vi.fn(), confirmAccountValue: vi.fn() }))\n+vi.mock('@/api/truewealth', () => ({ getTrueWealthSummary: vi.fn(), previewManualTrueWealthValue: vi.fn(), confirmManualTrueWealthValue: vi.fn(), previewTrueWealthImport: vi.fn(), confirmTrueWealthImport: vi.fn(), setManualTrueWealthValueStatus: vi.fn() }))\n vi.mock('@/api/runtime', () => ({ getHealth: vi.fn(), getRuntimeStatus: vi.fn() }))\n \n const cashSummary = {\n@@ -72,28 +72,32 @@ describe('TrueWealthPage management', () => {\n vi.clearAllMocks()\n vi.mocked(getHealth).mockResolvedValue({ status: 'ok', app: 'jarvis-finance-api', api_version: '0', mode: 'read-only' })\n vi.mocked(getRuntimeStatus).mockResolvedValue({ db_available: true, db_path: '/runtime/finance.sqlite3', base_currency: 'CHF', runtime_outside_repo: true, write_mode: 'preview-confirm' })\n- vi.mocked(getOverview).mockResolvedValue({ total_value_chf: '9000.00', crypto_value_chf: '0.00', equity_value_chf: '0.00', postfinance_equity_value_chf: '0.00', truewealth_value_chf: '9000.00', cash_value_chf: '0.00', unpriced_positions_count: 0, critical_alerts_count: 0, last_price_update: null, data_quality_status: 'ok' })\n- vi.mocked(getReferenceAccounts).mockResolvedValue([{ account_id: 'acct_tw', label: 'TrueWealth · TrueWealth Gesamtwert', account_type: 'managed_portfolio', currency: 'CHF', valuation_mode: 'manual_total_value', portfolio_bucket: 'truewealth', allow_position_adds: false }])\n- vi.mocked(previewAccountValue).mockResolvedValue({ preview_id: 'preview_tw', summary: 'Gesamtwert', amount_chf: '9999.00', fx_status: 'not_needed', warnings: [] })\n- vi.mocked(confirmAccountValue).mockResolvedValue({ status: 'confirmed', entity_id: 'acctval_1', audit_id: 'audit_tw', message: 'gespeichert' })\n+ vi.mocked(getTrueWealthSummary).mockResolvedValue({\n+ portfolio_label: 'Freie Anlagen', current_value_chf: '12000.00', current_valuation_at: '2026-07-27', current_source_type: 'truewealth_official_import', current_is_manual_provisional: false, current_label: 'Gesamtwert gemäss offiziellem Import', positions_snapshot_date: '2026-07-27', positions_label: 'Positionsdetails gemäss letztem Import vom 2026-07-27', mixed_as_of: false, allocation_performance_usable: true,\n+ positions: [{ snapshot_position_id: 'hidden_position_id', instrument_name: 'Synthetic ETF', isin: 'CH0000000001', asset_type: null, quantity: '100', price_currency: 'CHF', source_price: '50.00', source_value_chf: '5000.00' }], cash: [], history: [], imports: [], latest_official: {},\n+ })\n+ vi.mocked(previewManualTrueWealthValue).mockResolvedValue({ preview_id: 'preview_tw', confirmation_id: 'confirm_tw', total_value_chf: '12500.00', valuation_at: '2026-07-28T08:00:00Z', valuation_date: '2026-07-28', note: '', source_type: 'truewealth_manual_provisional', status: 'manual_provisional', warnings: [] })\n+ vi.mocked(confirmManualTrueWealthValue).mockResolvedValue({ status: 'confirmed', snapshot_id: 'acctval_1', audit_id: 'audit_tw' })\n })\n \n- it('shows truewealth manual update workflow and forbids individual positions wording', async () => {\n+ it('shows official positions and runs manual provisional preview confirm', async () => {\n const wrapper = mount(TrueWealthPage)\n await flushPromises()\n \n- expect(wrapper.text()).toContain('aktueller TrueWealth-Gesamtwert CHF')\n- expect(wrapper.text()).toContain('keine Einzelpositionen')\n+ expect(wrapper.text()).toContain('Aktueller TrueWealth-Gesamtwert CHF')\n+ expect(wrapper.text()).toContain('Synthetic ETF')\n+ expect(wrapper.text()).not.toContain('hidden_position_id')\n await wrapper.get('[data-testid=\"truewealth-update-button\"]').trigger('click')\n- await wrapper.get('[data-testid=\"truewealth-amount-input\"]').setValue('9999.00')\n- await wrapper.get('[data-testid=\"truewealth-date-input\"]').setValue('2026-05-21')\n+ await wrapper.get('[data-testid=\"truewealth-amount-input\"]').setValue('12500.00')\n+ await wrapper.get('[data-testid=\"truewealth-date-input\"]').setValue('2026-07-28T10:00')\n await wrapper.get('[data-testid=\"truewealth-preview-button\"]').trigger('click')\n await flushPromises()\n+ expect(wrapper.text()).toContain('Manuell / provisorisch')\n await wrapper.get('[data-testid=\"truewealth-confirm-button\"]').trigger('click')\n await flushPromises()\n \n- expect(previewAccountValue).toHaveBeenCalledWith('acct_tw', { valuation_date: '2026-05-21', total_value_chf: '9999.00', note: '' })\n- expect(confirmAccountValue).toHaveBeenCalledWith('acct_tw', { valuation_date: '2026-05-21', total_value_chf: '9999.00', note: '', preview_id: 'preview_tw', confirm: true })\n+ expect(previewManualTrueWealthValue).toHaveBeenCalledWith({ total_value_chf: '12500.00', valuation_at: expect.any(String), note: '' })\n+ expect(confirmManualTrueWealthValue).toHaveBeenCalledWith({ total_value_chf: '12500.00', valuation_at: expect.any(String), note: '', preview_id: 'preview_tw', confirmation_id: 'confirm_tw', confirm: true })\n expect(wrapper.text()).toContain('Audit')\n })\n })\ndiff --git a/frontend/src/pages/TrueWealthPage.vue b/frontend/src/pages/TrueWealthPage.vue\nindex 0e8af9b..371aa70 100644\n--- a/frontend/src/pages/TrueWealthPage.vue\n+++ b/frontend/src/pages/TrueWealthPage.vue\n@@ -1,29 +1,205 @@\n