{"role": "user", "content": "[M G] Danke. Der Crypto Price Update MVP ist akzeptiert.\n\nDie Umsetzung ist grundsätzlich sinnvoll:\n\n* lokaler Preis-Cache\n* kein Live-API-Call im Dashboard/Report\n* 429-Handling\n* Git-Safety sauber\n* Tests grün\n* Runtime-Daten außerhalb Git\n\nAllerdings bist du vom vorher vereinbarten Ablauf abgewichen. Das ist in diesem Fall nicht schlimm, weil der Preisupdate-Block nützlich ist. Bitte jetzt aber wieder kontrolliert auf die nächsten Prioritäten einschwenken.\n\nAktueller Stand:\n\n* Commit 3aa67d8 ist akzeptiert.\n* Preisupdate funktioniert technisch.\n* Aber nur 6 von 20 aktiven Crypto Assets hatten frische CHF-Preise.\n* 14 Assets hatten Warnings/Stale/Provider-Limit-Themen.\n* BTC-Test wurde noch nicht abgeschlossen.\n* Equity/ETF Manage UI wurde noch nicht begonnen.\n\nBitte jetzt wie folgt weiterfahren:\n\n## Teil 1: Crypto Price Update robuster machen\n\nBitte verbessere zuerst den Preisupdate-Mechanismus, bevor wir echte Reports mit Preisen ernsthaft nutzen.\n\nZiel:\nMöglichst alle vorhandenen Crypto Assets mit CoinGecko-ID sollen lokale CHF-Preise erhalten, ohne Dashboard-Live-API und ohne Rate-Limit-Crash.\n\nBitte implementiere:\n\n1. Batch-Abfrage prüfen/umsetzen\n\n* Wenn CoinGecko mehrere IDs in einem Request unterstützt, bitte nutzen.\n* Dadurch weniger API-Calls.\n* Kein Abruf pro Coin, falls Batch möglich ist.\n\n2. Konservatives Throttling\n\n* Pause zwischen Requests\n* konfigurierbar:\n\n  * --sleep-seconds\n  * --max-retries\n  * --initial-backoff\n  * --max-backoff\n\n3. CLI-Optionen ergänzen\n   Bitte vorbereiten/implementieren:\n\n* --only-missing\n* --only-stale\n* --only-symbol SYMBOL\n* --limit N\n* --dry-run\n* --currency CHF\n\n4. Bessere Summary\n   Bitte nach Update nur aggregiert ausgeben:\n\n* total assets\n* updated\n* cached\n* skipped\n* stale\n* warnings\n* errors\n* assets still missing local price\n* keine echten Mengen/Werte\n\n5. Data Quality\n\n* Für Assets ohne frischen Preis Data-Quality-Alert erzeugen oder aktualisieren.\n* Alert-Dedupe respektieren.\n* Keine Alert-Flut.\n\n6. Tests\n   Bitte Tests ergänzen für:\n\n* Batch-Request\n* --only-missing\n* --only-stale\n* --only-symbol\n* --limit\n* --dry-run\n* Rate-Limit mit Backoff\n* Alert-Dedupe bei fehlenden Preisen\n\nDanach bitte produktiv gegen Runtime-DB nochmals ausführen, aber vorsichtig und ohne echte Werte im Chat.\n\nBitte berichten:\n\n* Anzahl Assets total\n* Anzahl Assets mit frischem CHF-Preis\n* Anzahl weiterhin ohne frischen Preis\n* Anzahl Warnings/Errors\n* keine Preise/Werte/Mengen ausgeben\n\n## Teil 2: BTC-Test nachholen\n\nDanach bitte den BTC-Test wie zuletzt entschieden nachholen:\n\nOption A:\nBTC mit allen BTC-Wallet-Holdings aus Excel importieren.\n\nBedingungen:\n\n* Nur Bitcoin BTC\n* Coin-Name: Bitcoin\n* Symbol: BTC\n* CoinGecko-ID: bitcoin\n* Mapping-Status: selected\n* Snapshot-Datum: 31.12.2025\n* Alle BTC-Wallet-Holdings aus der echten Excel-Datei übernehmen\n* Pro BTC-Wallet mit Bestand genau eine initial_snapshot_addition bzw. initial_snapshot-Holding erzeugen\n* Mengen exakt als Decimal/Text übernehmen\n* Keine Float-Konvertierung\n* Keine echten Mengen/Werte im Chat\n* Keine anderen Coins importieren\n* Audit-Log Pflicht\n* Keine doppelte Holding für asset_id + wallet_id\n* Legacy-CHF-Werte ignorieren\n* Git-Safety vor/nachher prüfen\n\nBericht nur aggregiert:\n\n* BTC-Test durchgeführt: ja/nein\n* Anzahl BTC-Wallet-Holdings importiert\n* Asset-Anzahl erhöht: ja/nein\n* Holding-Anzahl erhöht: ja/nein\n* Audit-Logs erstellt: ja/nein\n* Doppelte Holdings: ja/nein\n* Fehler/Warnings\n* Git-Safety Ergebnis\n* Git Status\n\n## Teil 3: Danach Equity/ETF Manage UI\n\nErst wenn Teil 1 und Teil 2 sauber sind, bitte mit der Equity/ETF Manage UI beginnen.\n\nZiel:\nAktien und ETFs aus PostFinance, True Wealth und Raiffeisen später im Dashboard erfassen, korrigieren und als Initial Snapshot übernehmen können — auditierbar und ohne stilles Überschreiben.\n\nGrundlogik:\n\n* Für Aktien/ETFs ist ISIN die primäre Identifikation.\n* Ticker und Exchange sind Zusatzinformationen.\n* Positionen werden über initial_position_snapshot, buy, sell, dividend, fee oder manual_adjustment abgebildet.\n* Jede Änderung braucht\nAudit-Log.\n* Fremdwährungen USD/EUR brauchen FX-Kurs und CHF-Gegenwert.\n* Keine Scheingenauigkeit, wenn Kaufhistorie, Gebühren oder historische FX fehlen.\n* Erst mit synthetischen Daten und Dummy-Depots bauen.\n* Keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren.\n\nBitte vormerken für die Equity/ETF Manage UI:\n\n* Aktie/ETF als Initial Snapshot hinzufügen\n* Buy\n* Partial Sell\n* Full Sell\n* Dividend\n* ETF Distribution\n* Fee\n* Manual Adjustment\n* ISIN Pflicht oder stark empfohlen\n* ISIN/Ticker dürfen nicht beide leer sein\n* Währung Pflicht\n* Depot/Konto Pflicht\n* FX bei Fremdwährung\n* Audit-Log Pflicht\n* Notiz Pflicht bei manual_adjustment oder unvollständiger Historie\n\n## Weitere Funktionsmodule bitte vormerken, aber noch nicht bauen\n\nBitte für später als Backlog vormerken:\n\n1. Portfolio Health Seite\n\n* Gesamtwert CHF\n* Assetklassen\n* Plattformen\n* Datenqualität\n* Cashquote\n* fehlende Preise/FX\n\n2. Reconciliation / Abgleich-Seite\n\n* Dashboard-Bestand vs. letzter Snapshot\n* manuelle Prüfung „Bestand geprüft am Datum X“\n* Differenzen sichtbar machen\n\n3. Data Quality Center\n\n* fehlende Preise\n* stale prices\n* fehlende FX\n* fehlende ISIN\n* fehlende CoinGecko-ID\n* unvollständige Historie\n\n4. Manual Review Queue\n\n* ausgelassene Coins\n* unsichere Mappings\n* offene Alerts\n* offene Datenqualitätsprobleme\n\n5. Backup / Restore\n\n* Runtime-DB Backup\n* verschlüsseltes Backup optional\n* Restore-Test später\n\n6. Safe Mode / Read-only Mode\n\n* Dashboard im Lesemodus\n* Schreibfunktionen bewusst aktivieren\n* Schutz gegen versehentliche Änderungen\n\nBitte jetzt zuerst Teil 1 umsetzen, dann Teil 2, dann Teil 3. Keine echten Aktien-/ETF-Daten importieren.", "timestamp": "2026-05-15T16:00:21.352223"}
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{"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. 144 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 ---", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_smxaogJdx2tFZls16uyhbd2R", "call_id": "call_smxaogJdx2tFZls16uyhbd2R", "response_item_id": "fc_0134d7700e125cf0016a071e0562008191ac88e84dfd94d66a", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"PYTHONPATH=src python - <<'PY'\\nfrom collections import Counter\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage....[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Reviewing template candidates**\n\nI’m looking at template candidates and noticing we have 59, which seems odd since we only deleted three from the first limit by instrument_id. Wait, is it possible there are actually 57 active candidates? I need to query all to check that. It might be I’m dealing with selected or rejected old ones. I should clean all unselected candidates for True Wealth before the rerun. And I should also check the counts by review status for clarity.", "reasoning_content": "**Reviewing template candidates**\n\nI’m looking at template candidates and noticing we have 59, which seems odd since we only deleted three from the first limit by instrument_id. Wait, is it possible there are actually 57 active candidates? I need to query all to check that. It might be I’m dealing with selected or rejected old ones. I should clean all unselected candidates for True Wealth before the rerun. And I should also check the counts by review status for clarity.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx4F33SNxGQff0ndQvnJb0AAelH9KRl_SEuHN8G-WrR8tqYAEYNaQ6Rr5AKp0TdG2g_1zGrFMq8s1-UlAc0n88WxfNzcFxxPSum6FV3VdlbssiGHO0Dyg5S1irs7pUUloPJAqd8c15SzjHBOLvXt1UntQT2BQMDUfD9gP2BVeR2BEDOF-sz3hcYGKxx9h88jOkTFdSzfHyNvYfWkXCTA2NxbXmZfJNVQJNj-aUY155tZ9FlQCfxlBkdMHIE_TgSZEyST-kho6y47ETXGYede1MRvfuLkpniUYi2BZ3UBN50Lv8QA-OEhhkwJjIt7NjHssAKfhMjkoY5aNLY_Jak7oipNqtjpJQv06abWu50BRSm4RjW9yypWYn1apooLf9rPKZccgYN4e2ngiRtvwxuy4EOPyffWQMnC4WWvLe7JXCdZTu3kdmg0noejPlBn086jBV4TRXOzXb_Oa_qQnfl42c8YRaEb86TbWEdNY_BBUV_L1LWHKpwC5v7Jy_IYSIEqny6en_4X5SwituaaZsGP5h7iFZf1rZTf3DwW9UzJnMHtu-ko3-kr8ytvFy5t9yQIF4rrkWV2opvZQ-9hSpugX4dd4rO1vOzYCDInVl36cpvlumWT9zNpSwrc5SxZrdLZhzmdwc92yzT7pjH2Ra225org7YPsBccUZu84Kv1-EgoJu6ChbS7O9T8gQx9QoHgOfYhTF_rp_h3ukG4XUiF4ZlP-vsRJRCysnqurNVD3hq-DtTAiALujhhLGKSEjg2bZOU1NUPOLw9z9RfDFDfF--1nN4hK9rEQhUws7lztxZubaS3jJhNQ7hqlGID5FX2s6WX7MBjjNY7sJeBUCyq8rIIEAy4rXXmUymGAxkOxk4IQD-NZD6jnhdUDwWahwoHwJWZZVpblhEOus30Nm76Sc8j0nDU2qxWd2JZj6udEcpqAQKa0qHihlxrr0WazeZfI4YbooeGqgzGF-XeQbQjOb-qyjc-sCwC66Va6hetOxG87g37Ct1-MgTIA-kZuqrzHsB2qxGgxrQQDdPk7VwR2XcfY563RT9a15tx2V1ESQZIxtKvAc0Mqziw04XEwPm5mi5uggWIX6aEZeB_WCNGx2KJaYKUG8kJk34685QWLGQIe9Q0HfZqP_SHq5P5btAYu9bF8yVveoL4C9xNMiBQnX8nRTdm-xTlREWQOSKq79TYaR91WdZwKqo6U7_TlJxofXOPXWy6CXPSQY1_EH6nIrFUDjWFtCO45rVbNOTbC7yUI7PfnJ5cgjNKl30_8m9uYKDrrPJflyV-xImmgFNSplq6PsQbzFimSjCZMVG1-GqdZ402HEWj4Rrb5AakGx8ylIDyAFBqcLbzc7Id3fKceQhGQRD_ZaIFjs2IghPK_c1d8h0RBWSS_AHIfVcko50R_dI-SCNMNf9ksgmAf_V68__aYrPy5MbxzxSGdcN2v3x7jii-ib0MxNiTq8YZmYYvTDIst0", "id": "rs_0134d7700e125cf0016a071e00b48c8191970438519d8cb174", "summary": [{"type": "summary_text", "text": "**Reviewing template candidates**\n\nI’m looking at template candidates and noticing we have 59, which seems odd since we only deleted three from the first limit by instrument_id. Wait, is it possible there are actually 57 active candidates? I need to query all to check that. It might be I’m dealing with selected or rejected old ones. I should clean all unselected candidates for True Wealth before the rerun. And I should also check the counts by review status for clarity."}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"{'needs_manual_review': 59}\\n59\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_smxaogJdx2tFZls16uyhbd2R", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_hLRHqXQN7AWlpJnFHaGcki9t", "call_id": "call_hLRHqXQN7AWlpJnFHaGcki9t", "response_item_id": "fc_0134d7700e125cf0016a071e0c6e388191bf9082a2f15b676b", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migratio...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Cleaning up instrument data**\n\nI’m trying to figure out why there are 57 generated items but 59 total when including instruments that weren't in the initial count. It's possible there are more than 3 True Wealth instances. The user mentioned importing 3 TWs, so I wonder if the IDs for those three are all valid, but sorting might be an issue. It looks like I need to clean up the candidates for all imported snapshots and run the process again.", "reasoning_content": "**Cleaning up instrument data**\n\nI’m trying to figure out why there are 57 generated items but 59 total when including instruments that weren't in the initial count. It's possible there are more than 3 True Wealth instances. The user mentioned importing 3 TWs, so I wonder if the IDs for those three are all valid, but sorting might be an issue. It looks like I need to clean up the candidates for all imported snapshots and run the process again.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx4MX6rYJZ_kTgURTAkQKfL_Q5EFkGIDnL-wXlPzCZxdlAyofHNU34cn3xYRqxe-wviZtqO5p0yUFQDPJObtdJ1j3zvyZbWm5rKruHhhLXNglpBVoPHk4SXrVQR6vEiF0nWVrFwBSjF7IMfGhx5yORt689yxAGrJHBDphXRSXAkdS-irqzvkwNxhxNHiHPNY3BrW9NWYQmRxibfQ6fZMgwPDCIO_reibSRhhxBIxuXLgRrS7og7_MrMvSz0zeoFTYCeQaiY0riLss6DbvjdWK0wz5Cd6KWvyyKvkCMsjc6hHKe4yOsm_Oca1T2et_a48IrxHd_cvL2W4Pn4Z5q5PALevZKTrNllwUYcQq0EIdkx2W8tRYuyq4Q4y395i5PCCLqhsHlQUD8Q0WUWsNwOpRzo9qjVw9jA29IZ_xtg7--LTq4UNNo3CQ2l4fidT45PpuoHTJXZFgylzzVLYcnqrIbW9rHyFizRezbi-SIPbuCJHsttFag0U778e-QsgwXuF29x50u6EePdk7rGgdoNjEJvzrewfwHxJz0a9VrvbV1R2gEl0Rg7U0out502xpGS4EViLsWrVs6gWGTE17Rjrb9Y3No0f6pqjBdf8KNvQyFgKwq62Sm1p3F4zM13SKUtTdjG2p0Ywz6y5oBl3fdUcfcg2z9XZCkmyQdJ4GWbqBXjgnF3pdvBOavnq_B-NAY0CESiRYbV5Wyud0rEEyC3QGs6YHntOS2Z-0YS5RPDzzfEnIqwSLe7YsD2zGYYM8NeadWZhTc4gLpkglHlQB7H3Ox2uusiQQP81adFCubvvlHReIvJk7Uqagv4gVQ4MKe1PXSp5v-f4_NPp-70bAiS0od6wVT4sIVxVI-O1XdtOXOJpzLCrgCVb6p9qBhrY9NZ3wEdobJwAXmRwhBvhGs3g2Ck0tSRJ19zuVD2ccd_1ZH8iKMl4FEcDE9uITFLEgmTrPJxQ0FvdIIX02ETI1wQrFxoyeb6wum3rLgTlmpUonneYY_ecaYNtePMRIpaSqTHS_DtcPeicasMQDdunttsKnlf4zesgqPEbI2GT11XSDOSlXbLh2v_orMnYA8CntutWVLkI37_BLUf7iSXrfyu33FB-Of2QAftmlCdck7eFwq1RkolsAPj__n-vHCvryIfnlyedbp8yZ5scQ5l185fMWUytiHwTFugeOzqqkTlFNK0FD5_4mAfVeK77nciwQn8YINsmGLFhxG40AiGmCGSDogPYj7jaetrZPU-9_707AYX9Oa6pMj6JHOGeUx3ZOht77s3P", "id": "rs_0134d7700e125cf0016a071e0941c08191bd522acb2544499c", "summary": [{"type": "summary_text", "text": "**Cleaning up instrument data**\n\nI’m trying to figure out why there are 57 generated items but 59 total when including instruments that weren't in the initial count. It's possible there are more than 3 True Wealth instances. The user mentioned importing 3 TWs, so I wonder if the IDs for those three are all valid, but sorting might be an issue. It looks like I need to clean up the candidates for all imported snapshots and run the process again."}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `PYTHONPATH=src python - <<'PY'\nfrom jarvis_finance.config.settings import loa...` -> exit 0, 1 lines output", "tool_call_id": "call_hLRHqXQN7AWlpJnFHaGcki9t", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_8wTKCmdUy9e90qpVVzFurEnR", "call_id": "call_8wTKCmdUy9e90qpVVzFurEnR", "response_item_id": "fc_0134d7700e125cf0016a071e185d5c8191a1d994c8af51909d", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"PYTHONPATH=src python - <<'PY'\\nfrom collections import Counter\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage....[truncated]\", \"timeout\": 180, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx4YCY7o2irgi2w-S3YwwnjHIkHyvgCo3WXaEeK5RWw40xUQvZX4Oj_s4bbWoXitwLXZi6kZEFkb0ahgX5ru2fxIkNu5uh5kWBNp4sPGY-GpHRNJ4SmKVAgCQTz6EGkEuUubSR3zLlgPgdL7FqjuZYEC55QYRAVO5GoI_9TgBWTIiqhXw2trbo95jftZ0hILqHhM57WdurioX_lhLmo9sW52YL2O1hgWflXq7sO7bsxY6hMkRfZvpAtl0wCm0vEj7EYPUNpafFCeSvj2cIUNIiiaoACE3oJZgiAxjyWVQTqQ6FWxBosnVnJeNrFqthJhKtHafNbwEXcGVGl3DPzH4RQpScBuqlo-5hfFiNhHkzHGHlh6wlJhCVcCgtoZh51jlMzPNwQk3I-BEVd6R6nUDcyjXiZCIZaGn4uiAR_Jpu6Ki71GS7Rokoqg3PSqt68B4OudAglmyDezWqbu9KxaYZDEyYpbLs7sUEYfNpgU2AFevj8keJUBq-2Vx8gi6DM0NBeXhRM-VNUUhsX036423pHOEk6XKb1au9Q8R2Mq5JsU8exfFyJECixmH86MhVbK_W4IBVwO85SpivN3p1Ma1AIs5rM5CXY-CEtrx8vbHTclxt40WkfmIeAytp0hud5pxBpngm4cCl3DAvHQ7lLMjBDdZtKt2gIDSQHYxwcxZGY5FfOpwY6Ez8FHjSDqIIt8zi1w5smSF-AzLwMaI-mXPapgr-yTTlMXb_4Z7bZVDk80TZIGQrjbTdAyrjD0mXa_jm7Hb0jAAgjouWjtMLMymSQ4VQGbUPE077-jw_JA5GGNbsdWAG0ubxgh1S-crbIpdMpok9pQDVBhZ1NOjxoce8ns5nhrzNTF1hrqjVHFnVYYDAFybQFwwcrU2jJFo2aGDwcRvbBhTLfh8DQVAB223N1jXC_h_i0WLOv7g7g5x5Y1k9eRy7JvFW71cKC6RTLLB5Xq", "id": "rs_0134d7700e125cf0016a071e17dfd88191b451239131b5c0e6", "summary": []}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `PYTHONPATH=src python - <<'PY'\nfrom collections import Counter\nfrom jarvis_fi...` -> exit 0, 1 lines output", "tool_call_id": "call_8wTKCmdUy9e90qpVVzFurEnR", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_ql5T7dSfmhJ1l44rzHoFnG8u", "call_id": "call_ql5T7dSfmhJ1l44rzHoFnG8u", "response_item_id": "fc_0134d7700e125cf0016a071e2918c481919c7aebcd364019a1", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\": true, \"todos\": [{\"content\": \"Vorprüfung missing_provider_symbol=6 aggregiert analysieren\", \"id\": \"c3c-0\", \"status\": \"completed\"}, {\"content\": \"Public Lookup Candidate Generator + Runtime Template implementieren\", \"id\": \"c3c-1\", \"status\": \"completed\"}, {\"content\": \"Dashboard Review UI/Data Quality Center für Kandidaten prüfen/erweitern\", \"id\": \"c3c-2\", \"status\": \"completed\"}, {\"content\": \"Tests für Mock Public Lookup, DQ und Template ergänzen\", \"id\": \"c3c-3\", \"status\": \"completed\"}, {\"content\": \"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\", \"id\": \"c3c-4\", \"status\": \"completed\"}, {\"content\": \"Compile, pytest, Git-Safety, Commit und Push\", \"id\": \"c3c-5\", \"status\": \"in_progress\"}]}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx4pw5DtKJE8Utr0jCGP75bGkbMjnaeWuFfDtzzJZOiFuWm_FWTByN96pUcLOKU2P-_To0OFbwj5PgodxyZ757bVcTzSsdKnQi3Jhst0kk4CuM960bTsdhbM1LB_tPwLogGPzmyhClcuTdPJMLfB0b8AXchbfDvsuUNp_JuHOiUA22mx6_2Wux8tFXvHisMOv3odegOIicVwHKI0PMlQKYLQ3iP4gvzz9Ge_ExD_tVu9YrtU4EEEKvz0D_O7MVkcaxP7y7DHtjeApZpugZ2iCcDlvQu0fvnhK-kBj5oetqcnYvT3cT56rFPFTussO7rucHCgNGSsIEL8dSU7LOKnBnE7BP89zomog79kmyf0qz0X5OTpzEbihjd80cxnnG-Lk4qtU2UZyV9IFm0fQNMwVBPDztb6kQFyMI1Be0OvdkxP2FpzoDWnNQTUy1AcZ6usyV5a2H18IjoaKwS-VAc5hzG_8bShHiDd00DAKxQ3_0040rGijsDNH0ZHQaQlxnhE8FZeC-qF4XgwMgYBg8IvoQAXPg4ZNznf1BBQKfwx_rWowSbGkCHCSRpZ1mvaUrvTlKTD50myO8zTRtSM9XhnVtWObdA_DzaCMNfoNVHNoQ0g8K89d3WDd7JxxDoohDWgRhNbZUeREDJqJv7TA20657UIh0IdoCVJWOiMhqNeZ7kptNAQhT5X7RvISKCd6uWBpyG_ehtmNSNS2eQrLjkKa8Qt7IWqg-mObZlHky_4_dZjg4AQ5TZjb2AvoP_BXQ8MVbejuLcEZIC25MjpriiV4ir1aCl88xk30seHDpWk1swv1V77KsQwawqD3eGuN3yH4VrtKbo8GrXT-_0WGWfup-nBeIUSvpP7eo9-yWdusd0aDzUDpqoIrA5LDhSsDUI1gEgHLxCgfVcB3eFvn-RGZnyTxhCL3-d4f3bgHMrSn3OfK_1WRz43AcnBH7U8y1R-pSsRtdrKzWcR7KrHcTqUJ2uB1-EDzN_ADWq0qJCoIaFH5s8OnCJecr2rzorCTsf1FE6-y6ZMaTulZpleJqgQ8dbfGswc0-HBiZWc7NDKJqBRxsCM_hItSjmMVVWhUpaRpleSvbg1VOw0mWpJFSHzadJ9abwphVXAH4ruCfrXDQ1xEmG25t4tX-0OwZDlX-kKjPrzM0Lv_KgavmqdjRJeVsGqxBXRDn2lr3rKyuiVdHwpHgwqYNUGMnRMeZS9zjl50IjFL4OEAno5c9fq3MGzavigOQoPKPPCaWWxid2gjHODzc3vAtoSwp9zenM3LJrYNa5OWnfAXfe8iAw58Wcq6f4xvLI2XXX7-iCOkZJ9wkjL1INsmyM-tZUkRZ-NYQsH56gr7iu_hy60yzJPx972mxqP6DzXzh9SK4FN9BRsKa0B4-E1Ex2aKWHYppB-2YKbBePcEeBdB1O3U3o7T9k0VaicK7XmQBYT9yhgVWnb5a5lldsOu50KaMdce8R0W0KpN6OGXBWDpisgUnp7MJuWccw8WMUscy0OSlCaz7p02DwsxK1aaf16Mqa1jhhoit0DX6C3JBmi8XLundL5jxCuOn_w4TXNVe5_cOonQwX6W8xwiSAMh8mfTaDbfxfofRyX3M6DPq0GY_Qwa7GPSROvNG84AEm53mOM3cgWGw2NTKQEmYc=", "id": "rs_0134d7700e125cf0016a071e2664c0819180b42d1f10ec11cf", "summary": []}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_ql5T7dSfmhJ1l44rzHoFnG8u", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_WVjKqcbmC0eqzZ302vKhHW4N", "call_id": "call_WVjKqcbmC0eqzZ302vKhHW4N", "response_item_id": "fc_0134d7700e125cf0016a071e32f0dc8191b5ef4059a866c778", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q` -> exit 0, 1 lines output", "tool_call_id": "call_WVjKqcbmC0eqzZ302vKhHW4N", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_q4vNPJj3ERPGrMUGZJqyeWcS", "call_id": "call_q4vNPJj3ERPGrMUGZJqyeWcS", "response_item_id": "fc_0134d7700e125cf0016a071e490c848191ad361a717b5a18f7", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git diff --check\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_ksWXWFoayLsvYRZDeRQq7VyF", "call_id": "call_ksWXWFoayLsvYRZDeRQq7VyF", "response_item_id": "fc_0134d7700e125cf0016a071e490cd0819180a93f72942399aa", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git status --short && git diff --stat\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Ensuring cache safety**\n\nI need to handle my cache in Git carefully to maintain safety. It's important to clean it up, as unnecessary files could cause confusion or errors. I'm considering what the best method is for this task. I should look into the recommended practices for cleaning up the cache effectively without losing any important data. It's crucial to follow the right steps to make sure everything remains intact and secure in my repository!", "reasoning_content": "**Ensuring cache safety**\n\nI need to handle my cache in Git carefully to maintain safety. It's important to clean it up, as unnecessary files could cause confusion or errors. I'm considering what the best method is for this task. I should look into the recommended practices for cleaning up the cache effectively without losing any important data. It's crucial to follow the right steps to make sure everything remains intact and secure in my repository!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx5IPSP9c6CWIU-4wbZ3oRibo62hCFrtfQt7pOlPgyOcObnhLhRrvsadz1orB51EDS5fQLeNPmPfbfPQQFPUZ0ahv9ZNY03QHNoJbvz1G1tJNEybNOndiMs5H1i6Y2-zAUuNlg2hmllcUAEPAuQ8lO-K93K9FtRatKZhLhXyT08FziMU4NLoK9tT-imUi3Zul6UYPDO2OYWHPnkciMP4JnGIuz_vF050drRzizc2STEgbHhgPN-5SN0xSgKPJaeJyN8SQkrPPQ3P_uJbbCiOFcuDl3U2pD9B3-Giyh-LgYWUhLvZ9ORkIwRH6AAa4DuHOALhoBQm8b_rc1urAhjOz5sDRgrEbuxq7hSZuVIaN5t2xyB0eXimfcnxUJfGhcITl0NK65l-JTBSvatEM2CKYEC2K6TWyjxVCv8PSnw2FYkcYnTNdb-uf-7jT546vrTTRuOf5_miUrVb857U4tiBi_QvRj9K3DCcDoB4UAOnvI9MHdT_Toh5pv7BPhcxTrj_Mc-37NjZ8fHbGMuZ4NvD5iCwLxbqpjV9srbjDNxp0-7D4S1AEBzJIvzTRKSmA7rUZKVjgC51dibyM8PFccdjdwYfX0qHNBFIbbXHbBlf0VUIAEZBS07RYOGpLHo3u56GRCxF9hOPImVPKuqfXC8JQ1G_MzlEs3UmIc4ZkpL5RRnpZDrKka-eqq2PsOIUuGTKl5lOaKvysBE9VDxgqRltptkCI6nIj5IW7Z1IZukX1MSNqBNPddCo_O7b1Jd8w3d3oX6qRiSX4S65cBE_nYI0idvpJX5JG6cicjz8hF45gJD9__eFS9yK2NZsZK24XHl0_r5VWq2CBboIE6TJGMGYIYSdZkyM-1d1yCoDXvOj6Fe8V9F-fiWur_VmZoYrZiDLNNLQNSYN3XqGKFM7-lkjhYeedSYblYM9YbOLjAMwp6oQs5Aptid6ZBW2sUT3klOS7dWT", "id": "rs_0134d7700e125cf0016a071e465498819192b5d2dabaafaf2b", "summary": [{"type": "summary_text", "text": "**Ensuring cache safety**\n\nI need to handle my cache in Git carefully to maintain safety. It's important to clean it up, as unnecessary files could cause confusion or errors. I'm considering what the best method is for this task. I should look into the recommended practices for cleaning up the cache effectively without losing any important data. It's crucial to follow the right steps to make sure everything remains intact and secure in my repository!"}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_q4vNPJj3ERPGrMUGZJqyeWcS", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `git status --short && git diff --stat` -> exit 0, 1 lines output", "tool_call_id": "call_ksWXWFoayLsvYRZDeRQq7VyF", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_6agi2WYBIf03cLwlYIIsApbN", "call_id": "call_6agi2WYBIf03cLwlYIIsApbN", "response_item_id": "fc_0134d7700e125cf0016a071e4d627c81919d6b9c3353854554", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"rm -rf .pytest_cache && find . -type d -name __pycache__ -prune -exec rm -rf {} + && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `rm -rf .pytest_cache && find . -type d -name __pycache__ -prune -exec rm -rf ...` -> exit 0, 1 lines output", "tool_call_id": "call_6agi2WYBIf03cLwlYIIsApbN", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_PdS0vbv12syohtasrT9b5eVE", "call_id": "call_PdS0vbv12syohtasrT9b5eVE", "response_item_id": "fc_0134d7700e125cf0016a071e5803d4819195f8d5bca6db0d44", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git diff -- src/jarvis_finance/market_data/candidates.py src/jarvis_finance/cli/main.py | sed -n '1,260p'\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx5XpMcoGmx4x_mnTlNNdA9bWLEmAbCjYczNNl2otkrfDqLzWPVlj7FgmgrKwcO9SGz_AMBa75uytgwBK-XawA0D8Gm9evE6U7TDKw0Egusacc7Tn5L6J_DHsfH9WIU5ym9cSY5dEdU8KyrONdtcogO05osaVLm1Eh5mMir63xRlJVXV7ODga6XBLMkHX5VdqkWp7snE-5L400ee3kcbeXZUaIDV6a_PRsail34iNHotCv5r_M5GBaKbrLU84o8q87DpMbQBrh1suuTvYSubF4SnqRxezMlFKaGactDT2AqLzPK3vohowTCfEoDl4WOJrBDl54BQOhtDLgg65k0k8oXXEEXjvkZUrfB1yhGQzo-JjdL7Q5yOux6ZbFzzvGwbIJa0X_t25JLY6Ja7sU5nPlFOwqcOGdvw8UGvEgV1giUkOuFbHtGFCVA0Oe1SUOy3-MUEt0YTxX0nDmVv83ttHzKswuLU_PoPSOBIRQRW20KhMC79zdD8qSIhJjDBsTC5KSXfsaqJ7opzpGLfJH8JhV5mHccjTZ8wXRRjxx5saMqtGr46lTuCbR1NTMI24tWq0Pvo1WqMKwP0ym49aL7A0Gki7fVShXxdJaMHwL-HGW0-ax4ZG4EefRYSi8Fpc2CsD7e9rw_bsjjy8a_VFbeIzGGc2E6CSYpowa-dF24HdDJ5p-yAa5_rh3pu_ipcsN_by7Lj8qER8NhkIL4d3ehlCBcfvhMUttCx-pTzvV9vykKH-t9ICH4aJ6UAnU8XkZXfo622pO0elkna4ziEuQrLAHS-PLJqAwsPdZCrLAOTE24XM5cfPaog7CVZtuVzS6M6HpfHvic7RW8iCiBUKVQe44S4ccAmu0dBiEeIaQOru_X75M8nzFRA4norc-X33mel8z1ZzZpdOoPPJmcTcAa2_mUs6komBw7Z0LYVi0FTKQV51isNxR_OcyV8oICQHmAt2ilUY9jSnr0b1jnEshJ56tnkQeP9ALUsihIBc2RqnbZA_us=", "id": "rs_0134d7700e125cf0016a071e5628e48191a929ab74132842a6", "summary": []}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `git diff -- src/jarvis_finance/market_data/candidates.py src/jarvis_finance/c...` -> exit 0, 1 lines output", "tool_call_id": "call_PdS0vbv12syohtasrT9b5eVE", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_zCGGYJXZwJLcmY5QJaJVmIug", "call_id": "call_zCGGYJXZwJLcmY5QJaJVmIug", "response_item_id": "fc_0134d7700e125cf0016a071e5d0a648191a7698abaa12597d7", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git add src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/pages/page_13_equity_manage.py src/jarvis_finance/market_data/candidates.py src/jarvis_finance/storage/migrations.py tests/unit/test_schema.py tests/unit/test_true_wealth_mapping_candidates_c3.py && git commit -m \\\"Add assisted public instrument lookup candidates\\\"\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Considering terminal commands**\n\nI noticed that I used `sed` even though the instructions said not to. I’m wondering if I need to avoid that for future edits. It seems I might have run into issues with line length in the command line interface. I know I need to commit my changes, but I should probably double-check everything’s safe before doing that. I also need to make sure to add my files first before committing.", "reasoning_content": "**Considering terminal commands**\n\nI noticed that I used `sed` even though the instructions said not to. I’m wondering if I need to avoid that for future edits. It seems I might have run into issues with line length in the command line interface. I know I need to commit my changes, but I should probably double-check everything’s safe before doing that. I also need to make sure to add my files first before committing.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx5dcWcY-evRvyBLdfFI-xEXxgJaFEHgXD8rXpM1MEJc0F8xYXGFLQ8d0-h--6X4QVN4zUnPPhUTCuFp2H58-U3kZn8ygzXoKLa9f_1ckoNWGiSah9nVXz7lYTKmQGASwzBq5fMSfZJ-8HMeyOtiwdNTLn7wf5K7IiCqNGfxPMU0y9rR2T7Ku6U-5RXigSI2wQqR-LRgFQ8m-7JXCAW_cgkmC4HWDRNNLJiCKL9BHCIjzfSfYijFz5tr3t5n8KErHs4GTVhsfr8cUUKv95vRy2jQIQAfV1tXMs6btMdFH4mLh0NrywAm-IhKeYo_bwxil0wroQawB7r-0TZuSZCSrfcwyjPQv6EoL0a16LYdToqrSM41LEIRZx53933x_aeAC3LdQqNWMvk3ZglpIq9i_mRq0doEHAHq26RhU6ZBpNOfwoDqcQuCQK5BAZlakGdoCYI4bieik_AlstgSfKpxFOZhv0nziXacIeaOhtOozkcS6wD8h2TsOwQDmmopLR2lbQ6Q-FtvOsbp-uqx4iP2fmS35w4iA2pXkQvF_-6gMngwVR65KuKGJX3hg-kxfWE3x5XZ1NeN2iG1-i8E1fV-nVL89WycxTxHYrkZpBIFGjNk3f39-2JRXE5CH21eoV8QXYtS2pAjUNr89eYYEbdVA4sJDWPfe7xIreYM_KoI0NQIznRL3AYOjBr7eScWEnon2IWMKpq7QjehuBn-rjwEoh20ksXISPBI4mHps5e3AnLjCYhGpVOanRXMmVP9k1FN5UAu2iaBmOqhR9AxTdTIBueNrWtDfsRqPPTLWDT-4q5yV9S7AwCENRL_05vYQ0K4aPQCHGHFaLLk8k1v7W2OpqjrEvm1KRhE9cVUH8dZU6H6OcfHUwx1vL_iq08725izMsdZkirXh8yLs8C68UyLSwsMZlyoZKfahiKNkMPvOgUgVCUWlHh4Pz3ckDWf0PFDiDLMTe1ZpadwnhlgaWeTJtjnGoQPJFntCYC-y4MX5LG199gORwB0dU2YH5h6R2-yQ8A0I5CbsJR-mp8ozsRHPddJXpro3lWnWjnMCcNRTk6pDRSeazTaqlbse2JP0-2bxr5ItHBa8hQLRiOGqsg7mZKlGf7SKKYh8NY5av5hrG37hb__CcHdQGT-iRO8HfpjCjpQIsufLJxDKdZj5nNEG0UGCiL9_lU_g8BlLY6gz0NpeBLZJBvis5brskfgnw2FTb6HqqQeaMf9yIJ4vrtm18xSCAzKmMvWgTZIUyajEG76FFA=", "id": "rs_0134d7700e125cf0016a071e5ac7fc8191ac78116af0896677", "summary": [{"type": "summary_text", "text": "**Considering terminal commands**\n\nI noticed that I used `sed` even though the instructions said not to. I’m wondering if I need to avoid that for future edits. It seems I might have run into issues with line length in the command line interface. I know I need to commit my changes, but I should probably double-check everything’s safe before doing that. I also need to make sure to add my files first before committing."}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"[main 8e6e8f7] Add assisted public instrument lookup candidates\\n 7 files changed, 334 insertions(+), 18 deletions(-)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_zCGGYJXZwJLcmY5QJaJVmIug", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_1JAfvwbBkAMaUmW6L3tftZuq", "call_id": "call_1JAfvwbBkAMaUmW6L3tftZuq", "response_item_id": "fc_0134d7700e125cf0016a071e61551481918959cf9460b99fda", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"python - <<'PY'\\nimport csv, subprocess, sys\\nfrom pathlib import Path\\np=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'\\nrows=list(csv.reader(p.read_text().splitlines...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx5h6cyxGMmtlUhRW54hVmUoafxZhDQbjkU9FEBHipTWVL1sPRlrUuQnBVcZjUmouj8D2FWCLb9Iasfac-2HZraoS5QJwBY7N37HfLlGa_h8pk2uoatqUlKwsfNdRO-1IJ_QyLXSptKXHFrYp0tFBDGhbb7z3QWydAHDuJhZHq4XkPff-u7BloWxE3xn0L6dGZ5GUbDACn9BpE4pQItYKGhHc3cEugVmSYN15nrwmmogK2AqhRNSmBH7ML_Yl1HKqj2OPIo2euKObq-vC6PfJ_jp8OcHBcqEpo-vgRhTXSDHW_QK96BCMYAFS8fA7EhLfPYp6ppHlHqPDlAx1zAul-md0sigD4mEeC2x6HbRiimbUtYmdU4hgK1USahh3bT8QKr0KLvzGlbpfJSf8ucBtT37Vp80Yony9ZX3SvPyElPa7_QSMofw15nUlfruXfzXlh-2gVZxAM5oQFgF1rQ1UaDtwde3PjBOlhoawJGBD3REf0F7kytR0Ytr0mUrNhGtrgyKWxuhjCOU_HJsZku5WPM9NGkKoy9vlR3q4hrv-0ptz0cNNgZXstZVknqy6InDAkc0nrB7ETlj3wKEr2NOBLqK1WdI3pBzqaYMu_Bv1uKLO0-4-HswxENqnS7UiIMSX11sq3oFdMh-V4WCVKlLddYHw9b-yd4K6i_lZ_FRRR8QrzWRceXqd-3yh1Kp39ue5DGDSvmadxlGbLtjKG2PTbqva5aDdDmy1WaxMRoeBHtf0N3boE4zB_-C77O-RRU1g2F5Cv6GdMBI7-reKvD-dDhG7GI6D_jhdLbhqh1jukqTanCML1Oco-WfOj36ebXFvfPMFsh9ZEWfgFvaS76tI0eCg1TTbEWWWhCJQ22Ft4JD7EQ5uAkAMVoqegwAGM9Ve4QcWwygTIZc06_M0aLJBZM60-CWI98OVL3AchIXGS0a0HsHoxjC4F99GDt4a6rva4Ba", "id": "rs_0134d7700e125cf0016a071e60a700819184899983301d00ae", "summary": []}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"To https://github.com/Gamexgit/FinanceManager.git\\n   61709aa..8e6e8f7  HEAD -> main\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_1JAfvwbBkAMaUmW6L3tftZuq", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_kB2OzAFW23PbNSYBT3qzXqnm", "call_id": "call_kB2OzAFW23PbNSYBT3qzXqnm", "response_item_id": "fc_0134d7700e125cf0016a071e7769e081918b72373a9a81f07f", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git status --short && git log -1 --oneline\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_LZD3AuxbbFDXwbxKwopA8V3i", "call_id": "call_LZD3AuxbbFDXwbxKwopA8V3i", "response_item_id": "fc_0134d7700e125cf0016a071e7769f48191aa2fe88ee456c8f0", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_9siSrCXh95p9miASCWVWlHK4", "call_id": "call_9siSrCXh95p9miASCWVWlHK4", "response_item_id": "fc_0134d7700e125cf0016a071e776a048191b8266728419d35f2", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"PYTHONPATH=src python - <<'PY'\\nfrom collections import Counter\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage....[truncated]\", \"timeout\": 180, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Checking git status and safety**\n\nI need to do a final verification on the git status. It's important to ensure everything is safe before I compile after committing. I think it's a good idea to run tests before committing, too. I'll make sure to check the safety, status, and logs to confirm everything is in order. This step is crucial to avoid issues down the line. I want to make sure I get it right!", "reasoning_content": "**Checking git status and safety**\n\nI need to do a final verification on the git status. It's important to ensure everything is safe before I compile after committing. I think it's a good idea to run tests before committing, too. I'll make sure to check the safety, status, and logs to confirm everything is in order. This step is crucial to avoid issues down the line. I want to make sure I get it right!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx5rcvSJZ9FL3klhlOvEVwGTjN51YK5O6hp8vhEpISq2UQC6b7O4O0NA_jZaRS9EksGUfY_JiM1J7QrKePtqJS6TFWyPRnOfDvy2tejPiNhDd4JnbftwX3Rlm9z2c_B4ahhXM2m8-9FKtQ4aLHvpoq3l7zN5kNxTkGrIsWEU8YamSRwawVlIyiaPikrXX4IOkx8b5wFgVrJKTaItulsuLexErwHaMKcEoR0EeHBVbvAOpOdmMguNr4C5fEKKCH8ijh_oUnw7onezPvu-tIudHTa4f2EvVA7aCf9TUJIpmI0-T-gE5JyKe2Yeoz0YTbzz1Z3sOFFp7i_g_UIB_gkVaheYpuK1WrT88Qp4lL444jW18jwCJkLhC20XMe-QcZdPlOCVRKHQamGRR1PcLUywA3aEk2t07l2ZYSXmnj1_SZrNR_szOvuONDUpetzwXfGfDDf2tsO6C7neuP4LJWi29Sjw1cUASX1Z9jioCAzcl8vmlrwFbOSHJRZ9LeX2I7xT90kEmRis9Sf11Gm_OqbTUEl8rEbG2uJTSIGz8QEhW0g-eFJQh95MSoR1raclCJc42CGHrUUC-5rrl0qxL5bNRJfv4AeMchVWEKCLARe2mMhggPIjH_Hft-RndabwNi70pisNs3qKbD5WUHhR6vVcCAWbrncxLXKlp2XMT9GH4BJmwwEj3dj_8BJAXzT0fbKqNTsRGGbFnefLq2TMwEDmo2VadTzJ-myFQL8Lrjs6CWG4WFhTs3OQh6m-antu5L5HTnmY9IFGGaxMRc-FKONLUXhIxrzD7_KNm0V4nrtq-Z4vqZDRf9ZuQf6ns976c7ULdYIHMbqDSuolm_8mWNibLasiXenqQQE0i1NNJCs8AGqTJVM3Gp5odvQ9yN4GkZhKL9bn_BM72QiyPJ3yaknVS8IRJPzXNyz9NrikX_B9YwCTIK0GeFdgI072wrdEIZVQC0ho2TTCUB7aPrk8H2H0yVUYhC2AupL6LxPLi5CIyF18YcVWmlCOi7OLLy2o7ekxfJ6CqqGPM62gvVdz3Cd5ja-kFuO-DEbZT-vjMo48MccRZOJx3D34pusJiRDpeEiXa4f5", "id": "rs_0134d7700e125cf0016a071e6a0b6c819186935ccd1940adc0", "summary": [{"type": "summary_text", "text": "**Checking git status and safety**\n\nI need to do a final verification on the git status. It's important to ensure everything is safe before I compile after committing. I think it's a good idea to run tests before committing, too. I'll make sure to check the safety, status, and logs to confirm everything is in order. This step is crucial to avoid issues down the line. I want to make sure I get it right!"}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"8e6e8f7 Add assisted public instrument lookup candidates\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_kB2OzAFW23PbNSYBT3qzXqnm", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "{\"output\": \"GIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_LZD3AuxbbFDXwbxKwopA8V3i", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[terminal] ran `PYTHONPATH=src python - <<'PY'\nfrom collections import Counter\nfrom jarvis_fi...` -> exit 0, 1 lines output", "tool_call_id": "call_9siSrCXh95p9miASCWVWlHK4", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_NuW2r2fPGTtHXzVyUHsaat4l", "call_id": "call_NuW2r2fPGTtHXzVyUHsaat4l", "response_item_id": "fc_0134d7700e125cf0016a071e8450e48191920415ad71f01ea8", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, pytest, Git-Safety, Commit und Push\",\"id\":\"c3c-5\",\"status\":\"completed\"}]}"}}], "finish_reason": "tool_calls", "reasoning": "**Checking Git status**\n\nMy last Git status output shows there's nothing to do—it's clean! I guess that means I don't have any changes to commit or push at the moment. I'll need to remember to mark my to-do items as complete since they’re all done. It's always nice to have a tidy workspace, but I wonder if there's anything else I should be doing to manage my projects effectively!", "reasoning_content": "**Checking Git status**\n\nMy last Git status output shows there's nothing to do—it's clean! I guess that means I don't have any changes to commit or push at the moment. I'll need to remember to mark my to-do items as complete since they’re all done. It's always nice to have a tidy workspace, but I wonder if there's anything else I should be doing to manage my projects effectively!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx6EbmFAt3ziSm0KHmNLbH2Owp0KLNK55bd7xm_zTch6xt--UGHMyo9CklLVQKLzXe5LcbQEailGWSrCoBuD4Lpetl9dmYpt1bIjfw0KNuKpuT7MmEPTfmH6AzHRcxI9Vki-0TyAt9RP5ihOyAG31zwC8BnJabJ4oWO2bcXdXaxhm7lvSpxk-J69ROm8rnJJDZwTOWuo9KQzhxJPuxQ82Gh3pi8leagWpXqFC_8z3WkSzQziiBLxcEVGfUsHzHxMyYDC_9s1M8PxBHTfjD-qyuPeOuy7pY24TJW8cr_qwKf3UmTPrE6-dvn2xoY5dWomhoS27Zl6GmQH2S0NVPlAQOqArbYqhNkSw__Fr7c6W2FBIUSMv3hFrqxMI5BTGDEEodcPTAaZ9WqLEnT59z_lqigvxaBO6Tm3XSrOkh6Qo-AN2G839n1YCBm1JK8g_wkWcDYx8cAgy2G_-vT6y5DZqeahOPIB9uheWYutTwHiz_i2pIzmFfsPhi7orloYrnZ7xihgPVSDwQEWEP7ty-3jcWu8LLqYk-AmjJHkkMhpeV08O5V6Aqiq2Y_8v4bP-0uEczyi_HbGvZHQINwB7Gnu0QDqcla9i7fwNmCeDK422cEV9liXrU2cCuN0v2JV0YPSJUwdMvv5VtlEaqRnPu03zFtth2vajaffvHSDzNS34icwQn7ww5W9W-bYZJjzHZn0a2spS4yCezBv32KVdnl4ik3bLPykdqqgqbVzhOQ8qHdPJfX1msQGZ5-5kgQsWShCIyIzRh_PUAurpmKG04xH7t6826s8K2Z3AqNsOU6e0PzKByUtZGiDWq7rZfsnwdKAF-6BjGWAVR7HdqpLxIfV68hkV4hCdlD30kOXVKV25-7xY9ceIwC-PkQH9yXv65GAqJ62YKR7nPkzi_PeNUISqc0Oo24q3W4054Yx1lUenOBYomC43hoo96RsArHrGrkvna5ZlzD-lY9e1uOMDe27LP1QMQ-OYq3_uP6P0C4dSByY5I2UkvOOFaVnOQomrGiaEecM", "id": "rs_0134d7700e125cf0016a071e81a2108191a427a7af9827eaab", "summary": [{"type": "summary_text", "text": "**Checking Git status**\n\nMy last Git status output shows there's nothing to do—it's clean! I guess that means I don't have any changes to commit or push at the moment. I'll need to remember to mark my to-do items as complete since they’re all done. It's always nice to have a tidy workspace, but I wonder if there's anything else I should be doing to manage my projects effectively!"}]}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_NuW2r2fPGTtHXzVyUHsaat4l", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "Sir, Phase **C3c — Assisted Public Instrument Lookup & Mapping Candidate Fill** ist abgeschlossen, committed und gepusht.\n\n## Ergebnis\n\n- **Commit:** `8e6e8f7` — `Add assisted public instrument lookup candidates`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `205 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor produktivem Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine Portfolio-Imports**\n- **Keine finalen Mappings automatisch bestätigt**\n- **Keine echten Mengen, Werte, Kontostände oder Preise im Chat**\n\n## 1. Vorprüfung `missing_provider_symbol = 6`\n\nErgebnis der Vorprüfung:\n\n- `missing_provider_symbol` aktiv vor Bereinigung: `6`\n- Entity-Type: ausschließlich `instrument`\n- Doppelte Entity-Gruppen: `3`\n\nInterpretation:\n\n- Es waren **keine fachlich unterschiedlichen Entity-Typen**.\n- Es waren **doppelte aktive Alerts pro Instrument**.\n- Ursache: wiederholte Mapping-/Catalog-Läufe mit teils unterschiedlichem Fingerprint-Kontext.\n- Bereinigung wurde implementiert und produktiv ausgeführt.\n\nNach Bereinigung:\n\n- aktive `missing_provider_symbol`: `3`\n- entspricht: ein aktiver Alert pro True-Wealth-Instrument\n- keine Alert-Flut mehr\n\nZusätzlich wurde die Dedupe-Logik auch für mapping-nahe Alerts gehärtet, damit `ambiguous_provider_mapping` und `provider_lookup_unavailable` ebenfalls nicht mehrfach aktiv pro Instrument stehen bleiben. Sehr zivilisiert. Fast untypisch für Data Quality.\n\n## 2. Implementierte Module\n\nNeu/erweitert:\n\n- **Public Lookup Candidate Generator**\n  - OpenFIGI ISIN-Mapping Provider\n  - Yahoo Search Fallback\n  - Composite Provider\n  - Provider-Ausfall ohne Crash\n  - nur öffentliche Instrumentdaten\n  - keine Preise\n  - keine FX\n  - keine Portfolio-Daten an externe Dienste\n\n- **Candidate Storage erweitert**\n  - `candidate_asset_class`\n  - `candidate_hedge_status`\n  - `candidate_valuation_policy`\n  - `candidate_instrument_status`\n  - Evidence Source / Note\n  - Review Status\n\n- **Mapping Candidate Rules**\n  - ISIN-Match stärker als Name/Ticker\n  - Name-only bleibt low confidence\n  - Ticker ohne Exchange bleibt review-pflichtig\n  - mehrere Kandidaten → `needs_manual_review`\n  - kein Kandidat → `missing_provider_symbol` bleibt aktiv\n  - Kandidaten lösen `missing_provider_symbol` nicht automatisch\n  - finale Auswahl bleibt manuell und auditierbar\n\n- **CLI erweitert**\n  - `generate-mapping-candidates --public-lookup`\n  - `--export-template`\n  - `--template-path`\n  - `--dedupe-missing-provider-alerts`\n\n- **Runtime-only Mapping Review Template**\n  - Export nur unter Runtime-Verzeichnis\n  - zusätzliche Kandidatenfelder enthalten\n  - keine Git-Ablage\n\n- **Dashboard Review UI erweitert**\n  - Kandidatenliste rendert ohne Live-API\n  - Provider\n  - Provider-Symbol\n  - Exchange\n  - Handelswährung\n  - Hedge-Status\n  - Hedged-to Currency\n  - Instrument-Status\n  - Valuation Policy\n  - Evidence Source / Note\n  - Confidence\n  - Review Status\n  - Button: Kandidat bestätigen\n  - Button: Kandidat ablehnen\n  - manuelle Erfassung bleibt über Instrument Search / Add Position möglich\n  - Bestätigung/Ablehnung schreibt Audit-Log\n  - keine Portfolio-Transaktion wird durch Review geändert\n\n- **Data Quality Center erweitert**\n  - unbestätigte Mapping-Kandidaten\n  - Instrumente mit mehreren Mapping-Kandidaten\n  - `missing_provider_symbol`\n  - `provider_lookup_unavailable`\n  - `ambiguous_provider_mapping`\n  - `hedge_status_unknown`\n  - `instrument_status_unknown`\n  - `valuation_not_ready`\n  - `manual_review_needed`\n\n## 3. Neue/geänderte Dateien\n\nGeändert:\n\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nKeine echten Dateien, Exporte, DBs oder Runtime-Daten wurden ins Git aufgenommen.\n\n## 4. Tests ergänzt\n\nAbgedeckt:\n\n- Public Lookup mit Mock Provider erzeugt Kandidaten\n- ISIN-Match erzeugt high-confidence Kandidat\n- mehrere Kandidaten erzeugen `needs_manual_review`\n- kein Kandidat lässt `missing_provider_symbol` aktiv\n- Provider-Lookup-Ausfall crasht nicht\n- Kandidaten werden Runtime-intern gespeichert\n- keine finale automatische Auswahl\n- Mapping Template enthält Kandidatenfelder\n- Dashboard Review UI rendert Kandidaten ohne Live-API\n- Data Quality Center zeigt Kandidaten-/Review-Bedarf\n- `missing_provider_symbol` wird nicht resolved, solange Kandidat nicht bestätigt ist\n- Alert-Dedupe pro Instrument\n- Git-Safety OK\n\n## 5. Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt gegen Runtime-DB:\n\n- öffentliche Lookup-Kandidaten für die 3 True-Wealth-Instrumente gesucht\n- Kandidaten gespeichert\n- Mapping Review Pack aktualisiert\n- Runtime-only Template aktualisiert\n- Alerts dedupliziert\n- keine finale Auswahl\n- keine Preise\n- keine FX-Werte\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Provider-Lookups versucht: `3`\n- Kandidaten gefunden: `57`\n- Confidence high: `36`\n- Confidence medium: `18`\n- Confidence low: `3`\n- Instrumente ohne Kandidat: `0`\n- Instrumente mit mehreren Kandidaten: `3`\n- Review Status: alle `needs_manual_review`\n- Hedge-Status weiterhin unknown: `3`\n- Instrument-Status weiterhin unknown: `3`\n- Provider-Lookup-Unavailable Count: `0`\n\nWichtig: Trotz vieler Kandidaten wurde **nichts final bestätigt**. Alle 3 Instrumente bleiben manuell review-pflichtig.\n\n## 6. Runtime Mapping Template\n\n- Template aktualisiert: ja\n- Anzahl Instrumente: `3`\n- Anzahl Kandidaten: `57`\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: nein\n\nEnthaltene neue Felder:\n\n- `candidate_provider`\n- `candidate_provider_symbol`\n- `candidate_exchange`\n- `candidate_currency`\n- `confidence`\n- `hedge_status_candidate`\n- `instrument_status_candidate`\n- `evidence_source`\n- `reviewer_decision`\n- `reviewer_note`\n\n## 7. Data-Quality-Status aggregiert\n\nAktive Alerts nach Bereinigung:\n\n- `ambiguous_provider_mapping`: `3`\n- `cost_basis_uncertain`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `manual_review_needed`: `3`\n- `missing_fx`: `3`\n- `missing_market_price`: `3`\n- `missing_provider_symbol`: `3`\n- `snapshot_only`: `3`\n\nInterpretation:\n\n- Kandidaten sind vorhanden, aber nicht bestätigt.\n- Deshalb bleibt `missing_provider_symbol` korrekt aktiv.\n- Zusätzlich zeigt `ambiguous_provider_mapping`, dass manuelle Auswahl nötig ist.\n- `hedge_status_unknown` und `instrument_status_unknown` bleiben ebenfalls korrekt aktiv.\n- Valuation bleibt nicht ready.\n\n## 8. Abschlussprüfung\n\n- Compile: OK\n- pytest: `205 passed`\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status: clean\n- Commit: `8e6e8f7`\n- Push: erfolgreich\n\n## Konkrete nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Mapping Candidate Review** öffnen.\n2. Pro True-Wealth-Instrument Kandidatenliste prüfen.\n3. Pro Instrument genau einen Kandidaten manuell bestätigen — nur wenn Exchange, Handelswährung und Provider-Symbol plausibel sind.\n4. Kandidaten mit falscher Börse/Währung ablehnen.\n5. Hedge-Status und Instrument-Status nicht raten; nur bestätigen, wenn Evidence eindeutig ist.\n6. Danach erst:\n   - `missing_provider_symbol` auflösen\n   - `ambiguous_provider_mapping` auflösen\n   - optional Market-Price Dry Run gegen bestätigte Mappings\n\nNoch nicht empfehlenswert:\n\n- Equity/ETF Preisabruf produktiv\n- FX-Setzung\n- Performance-/P&L-Auswertung\n- Rebalancing, Scores, Heatmaps, Monte Carlo oder sonstige Kaffeesatz-Orakel mit UI.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBx6KIGT3QO2uhHH3q4BLTS2Wwgwbivw7IvhLgWMF-MZQwZujnKh2YgIeK2SOzYrcPzJrRerYn9ei552zPcXK4S0X6cOwOuU_HCewekCNe7i9QTy1_EM2tUi87vawOwR6wbKYO_NjroxvXadN8ZxzXoBXxZzAprTTBLmmyNdiehz5kCXpjti3n11t0DFgYLMy9ifXKEhwg7md6zoZEuwqOydkBtw2X1MMxBu2gMIaWuHDrqqPL7vk5c764WE21kLBHQ5VkvzVpAPTckp6iohWuEsqp_DtXGrR7-plWzNLAj_m-fD8-9JYPmE5UIqLd-X9d8c3BE8oYQfoQBeqfRG1GdHrNw3GHvdoFSM5-swEHp0I3z2CQBBt0KweE3NNX-y61kAfFnVRn3B-kw9ATPy4OJTPGeb3E__6UXRFg-9UOdMCGAinRKjM10All1xZ2EDrT9nEfnh_IwAsly-TbTn7CaZ9nQwHKufmrKzOTrzms7ga0hBNItSnvl3PWmz8Jc7T1L7FU_PVAaYXp_CobpvOHqHCn_aU35KDiVvzT_vP7VdeMdsrVDVQkbX9Xs8goXUFk5xNzJ-7WFrcBa5nh_dD1zYUWy22e0JpojuN_k0AcBkP6XuzTwc06TLFXu5OopdPJhgHKoEeibZFiX_AWftHlAc0OcH-7KALTpHH2XQxgvWltrDKRuiK2BQegfE_Y60qB7yq3fjb3m38GFW8mMCss1Ufk7mqgfEUTuEuRWFxypaCT2z--jbBaR_qW2vyueK-nAANiF606I1fCloGqHy0_FfxdtmxsaLQbZp62YAyRizVlmMAUDn4QU-lRCuqb_vc7qrQBBOAZ64qZWbU7kraAGFNyO59-nTNmyHmFaECgpfZ1iJ56uhUAnr6WKnjB-i54KBpZAy5gXOpfaeMt9ul7U6mdkToV8AhST7l27sjNXaq1f2SX5IGUy-aAzZ59AogoE-QIgCutg8iOs0qdXbve19pyUG0wjPuFDIdCSa--Huw9a_-iCq01_98cMpXV1qMG2IqqfepnVfHBfZ_TwDN4qLrjD94xoYU_rOwfHFM_M3qHMGv8KiK0cAAHP1H4I_bnXynHyYCRg5p4QsXiXl4OA7eXAG8zaaszolh1i8wK23U3zPdvSRdxXi_eJvDyNvtPIsbxacIvhZKaseSp7cr2HHVCWrxk7x3ikK4EexNBvoA_EW-wg32ppivonyQvG7HffNgJy3Mg5LcX1Y_iYaDDUcOIJJt4Y6yxlznpkN8zHck6k7cHlHUpRTMSrvUdVooMW817NcRgoK-VyxeLwsUkpOzBdTqcfNtEBN4-kb2cERfGk8pPE1SWJJpMD8fqeEDontnwdTBeiBwtjHaSqy5bR5SRT24884pzkvhp8Ws2mOJid3DJfRyZ27W9NMa5nlWWlKVd8Oa8_LNZZjfnKRNU2PR80Gb_OBeImKBUYk4opBZQccbE7CYSTrDICXWm2gN0u8yzIlTLVXAg3NfyC9IVdyfNvjj-CoJ2ts2ZzqcfzBOgjNFZT9IyAl4LExzHNTwbhO8DvXQXlAJ97IS0J3uia2tIPQl9w9fIUvToT-U7hmLxl1v5xzQVub34toRY8GI2ipf4dp3CyAV58biCaiqZ6yjB3XuJq8AlPFCmi27W-BdTbcClIFrh49zXnWdG748s_sU0wDkQrCZ0o8tx1dDnvVLbSY_49FkinzzMxdg3AGdAqa6hJK2eOtFj_5ksw5A3gjNzWS9n930pkjFPWwJfYdi2kqcatJGfsPaCte5HlLPmhogUH5ofht8HSYMI2SktDkKJlulpSc_6UAKOulnZUMgHKF-hQuJPAlvHrWe2UfKKlNSxJuhbqpNyesq8ayssTQ42OSCE4qhOZm04Rg5By7uodXQjxsgGvl_w7BVCw3VwwytP9zHw2vAIFvLQLa1CasQnm55vb5y63Pk3vvlaAX47kZNZtMFRdPACSXRJkaAEMA=", "id": "rs_0134d7700e125cf0016a071e87678481918de16e488f72439f", "summary": []}], "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Sir, Phase **C3c — Assisted Public Instrument Lookup & Mapping Candidate Fill** ist abgeschlossen, committed und gepusht.\n\n## Ergebnis\n\n- **Commit:** `8e6e8f7` — `Add assisted public instrument lookup candidates`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `205 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor produktivem Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine Portfolio-Imports**\n- **Keine finalen Mappings automatisch bestätigt**\n- **Keine echten Mengen, Werte, Kontostände oder Preise im Chat**\n\n## 1. Vorprüfung `missing_provider_symbol = 6`\n\nErgebnis der Vorprüfung:\n\n- `missing_provider_symbol` aktiv vor Bereinigung: `6`\n- Entity-Type: ausschließlich `instrument`\n- Doppelte Entity-Gruppen: `3`\n\nInterpretation:\n\n- Es waren **keine fachlich unterschiedlichen Entity-Typen**.\n- Es waren **doppelte aktive Alerts pro Instrument**.\n- Ursache: wiederholte Mapping-/Catalog-Läufe mit teils unterschiedlichem Fingerprint-Kontext.\n- Bereinigung wurde implementiert und produktiv ausgeführt.\n\nNach Bereinigung:\n\n- aktive `missing_provider_symbol`: `3`\n- entspricht: ein aktiver Alert pro True-Wealth-Instrument\n- keine Alert-Flut mehr\n\nZusätzlich wurde die Dedupe-Logik auch für mapping-nahe Alerts gehärtet, damit `ambiguous_provider_mapping` und `provider_lookup_unavailable` ebenfalls nicht mehrfach aktiv pro Instrument stehen bleiben. Sehr zivilisiert. Fast untypisch für Data Quality.\n\n## 2. Implementierte Module\n\nNeu/erweitert:\n\n- **Public Lookup Candidate Generator**\n  - OpenFIGI ISIN-Mapping Provider\n  - Yahoo Search Fallback\n  - Composite Provider\n  - Provider-Ausfall ohne Crash\n  - nur öffentliche Instrumentdaten\n  - keine Preise\n  - keine FX\n  - keine Portfolio-Daten an externe Dienste\n\n- **Candidate Storage erweitert**\n  - `candidate_asset_class`\n  - `candidate_hedge_status`\n  - `candidate_valuation_policy`\n  - `candidate_instrument_status`\n  - Evidence Source / Note\n  - Review Status\n\n- **Mapping Candidate Rules**\n  - ISIN-Match stärker als Name/Ticker\n  - Name-only bleibt low confidence\n  - Ticker ohne Exchange bleibt review-pflichtig\n  - mehrere Kandidaten → `needs_manual_review`\n  - kein Kandidat → `missing_provider_symbol` bleibt aktiv\n  - Kandidaten lösen `missing_provider_symbol` nicht automatisch\n  - finale Auswahl bleibt manuell und auditierbar\n\n- **CLI erweitert**\n  - `generate-mapping-candidates --public-lookup`\n  - `--export-template`\n  - `--template-path`\n  - `--dedupe-missing-provider-alerts`\n\n- **Runtime-only Mapping Review Template**\n  - Export nur unter Runtime-Verzeichnis\n  - zusätzliche Kandidatenfelder enthalten\n  - keine Git-Ablage\n\n- **Dashboard Review UI erweitert**\n  - Kandidatenliste rendert ohne Live-API\n  - Provider\n  - Provider-Symbol\n  - Exchange\n  - Handelswährung\n  - Hedge-Status\n  - Hedged-to Currency\n  - Instrument-Status\n  - Valuation Policy\n  - Evidence Source / Note\n  - Confidence\n  - Review Status\n  - Button: Kandidat bestätigen\n  - Button: Kandidat ablehnen\n  - manuelle Erfassung bleibt über Instrument Search / Add Position möglich\n  - Bestätigung/Ablehnung schreibt Audit-Log\n  - keine Portfolio-Transaktion wird durch Review geändert\n\n- **Data Quality Center erweitert**\n  - unbestätigte Mapping-Kandidaten\n  - Instrumente mit mehreren Mapping-Kandidaten\n  - `missing_provider_symbol`\n  - `provider_lookup_unavailable`\n  - `ambiguous_provider_mapping`\n  - `hedge_status_unknown`\n  - `instrument_status_unknown`\n  - `valuation_not_ready`\n  - `manual_review_needed`\n\n## 3. Neue/geänderte Dateien\n\nGeändert:\n\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nKeine echten Dateien, Exporte, DBs oder Runtime-Daten wurden ins Git aufgenommen.\n\n## 4. Tests ergänzt\n\nAbgedeckt:\n\n- Public Lookup mit Mock Provider erzeugt Kandidaten\n- ISIN-Match erzeugt high-confidence Kandidat\n- mehrere Kandidaten erzeugen `needs_manual_review`\n- kein Kandidat lässt `missing_provider_symbol` aktiv\n- Provider-Lookup-Ausfall crasht nicht\n- Kandidaten werden Runtime-intern gespeichert\n- keine finale automatische Auswahl\n- Mapping Template enthält Kandidatenfelder\n- Dashboard Review UI rendert Kandidaten ohne Live-API\n- Data Quality Center zeigt Kandidaten-/Review-Bedarf\n- `missing_provider_symbol` wird nicht resolved, solange Kandidat nicht bestätigt ist\n- Alert-Dedupe pro Instrument\n- Git-Safety OK\n\n## 5. Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt gegen Runtime-DB:\n\n- öffentliche Lookup-Kandidaten für die 3 True-Wealth-Instrumente gesucht\n- Kandidaten gespeichert\n- Mapping Review Pack aktualisiert\n- Runtime-only Template aktualisiert\n- Alerts dedupliziert\n- keine finale Auswahl\n- keine Preise\n- keine FX-Werte\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Provider-Lookups versucht: `3`\n- Kandidaten gefunden: `57`\n- Confidence high: `36`\n- Confidence medium: `18`\n- Confidence low: `3`\n- Instrumente ohne Kandidat: `0`\n- Instrumente mit mehreren Kandidaten: `3`\n- Review Status: alle `needs_manual_review`\n- Hedge-Status weiterhin unknown: `3`\n- Instrument-Status weiterhin unknown: `3`\n- Provider-Lookup-Unavailable Count: `0`\n\nWichtig: Trotz vieler Kandidaten wurde **nichts final bestätigt**. Alle 3 Instrumente bleiben manuell review-pflichtig.\n\n## 6. Runtime Mapping Template\n\n- Template aktualisiert: ja\n- Anzahl Instrumente: `3`\n- Anzahl Kandidaten: `57`\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: nein\n\nEnthaltene neue Felder:\n\n- `candidate_provider`\n- `candidate_provider_symbol`\n- `candidate_exchange`\n- `candidate_currency`\n- `confidence`\n- `hedge_status_candidate`\n- `instrument_status_candidate`\n- `evidence_source`\n- `reviewer_decision`\n- `reviewer_note`\n\n## 7. Data-Quality-Status aggregiert\n\nAktive Alerts nach Bereinigung:\n\n- `ambiguous_provider_mapping`: `3`\n- `cost_basis_uncertain`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `manual_review_needed`: `3`\n- `missing_fx`: `3`\n- `missing_market_price`: `3`\n- `missing_provider_symbol`: `3`\n- `snapshot_only`: `3`\n\nInterpretation:\n\n- Kandidaten sind vorhanden, aber nicht bestätigt.\n- Deshalb bleibt `missing_provider_symbol` korrekt aktiv.\n- Zusätzlich zeigt `ambiguous_provider_mapping`, dass manuelle Auswahl nötig ist.\n- `hedge_status_unknown` und `instrument_status_unknown` bleiben ebenfalls korrekt aktiv.\n- Valuation bleibt nicht ready.\n\n## 8. Abschlussprüfung\n\n- Compile: OK\n- pytest: `205 passed`\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status: clean\n- Commit: `8e6e8f7`\n- Push: erfolgreich\n\n## Konkrete nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Mapping Candidate Review** öffnen.\n2. Pro True-Wealth-Instrument Kandidatenliste prüfen.\n3. Pro Instrument genau einen Kandidaten manuell bestätigen — nur wenn Exchange, Handelswährung und Provider-Symbol plausibel sind.\n4. Kandidaten mit falscher Börse/Währung ablehnen.\n5. Hedge-Status und Instrument-Status nicht raten; nur bestätigen, wenn Evidence eindeutig ist.\n6. Danach erst:\n   - `missing_provider_symbol` auflösen\n   - `ambiguous_provider_mapping` auflösen\n   - optional Market-Price Dry Run gegen bestätigte Mappings\n\nNoch nicht empfehlenswert:\n\n- Equity/ETF Preisabruf produktiv\n- FX-Setzung\n- Performance-/P&L-Auswertung\n- Rebalancing, Scores, Heatmaps, Monte Carlo oder sonstige Kaffeesatz-Orakel mit UI."}], "id": "msg_0134d7700e125cf0016a071e8a7be481918c16e309730dc9ca", "phase": "final_answer"}], "finish_reason": "stop", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "user", "content": "[M G] Sehr gut. Phase C3c ist akzeptiert.\n\nDer Stand ist sauber:\n\n* Commit 8e6e8f7 gepusht\n* Tests: 205 passed\n* Git-Safety: OK\n* 3 True-Wealth-Instrumente geprüft\n* 57 Mapping-Kandidaten gefunden\n* keine finale Mapping-Auswahl\n* keine Preise abgerufen\n* keine FX-Werte gesetzt\n* keine weiteren Imports\n* keine echten Mengen/Werte/Kontostände im Chat\n\nDas Ergebnis ist korrekt: Kandidaten wurden gefunden, aber nicht automatisch bestätigt.\n\nBitte jetzt noch keine Preise abrufen, keine FX-Werte setzen und keine weiteren Portfolio-Imports durchführen.\n\nDer nächste Schritt ist:\n\n# Phase C3d — Candidate Ranking, Mapping UX und User Decision Pack\n\nZiel:\nDie 57 Mapping-Kandidaten sollen für die 3 True-Wealth-Instrumente so aufbereitet werden, dass ich im Dashboard den richtigen Kandidaten einfach und sicher auswählen kann.\n\nWichtig:\n\n* Keine automatische finale Auswahl.\n* Keine Preise abrufen.\n* Keine FX-Werte setzen.\n* Keine weiteren Imports.\n* Keine echten Mengen/Werte/Kontostände im Chat.\n* Keine echten Dateien ins Git.\n* Dashboard liest nur lokale Runtime-Daten.\n\n## 1. Candidate Ranking verbessern\n\nBitte implementiere ein Scoring für Mapping-Kandidaten.\n\nVorschlag für Ranking-Kriterien:\n\n* exakter ISIN-Match: sehr hoch gewichten\n* Assetklasse passt: ETF vs. Aktie\n* Handelswährung passt zur Quelle\n* Exchange passt oder ist plausibel\n* Provider-Symbol vorhanden\n* Name/Fondsname passt fuzzy, aber Name allein reicht nicht\n* Hedge-Hinweis passt, z.B. CHF hedged / hedged CHF\n* Instrument-Status aktiv\n* Datenquelle vertrauenswürdig\n* Kandidat hat vollständige Felder: Provider, Symbol, Exchange, Währung\n\nNegative Faktoren:\n\n* falsche Währung\n* falsche Assetklasse\n* kein ISIN-Match\n* nur Name-Match\n* Ticker ohne Exchange\n* unklarer Hedge-Status\n* unklarer Instrument-Status\n* mehrere Listings ohne eindeutige Börse/Währung\n\nBitte berechne pro Kandidat:\n\n* ranking_score\n* ranking_reason\n* risk_flags\n* recommended_action:\n\n  * select_candidate\n  * needs_manual_review\n  * reject_candidate\n  * insufficient_data\n\nRegel:\nAuch ein Top-Kandidat wird nicht automatisch final bestätigt.\n\n## 2. Spezielles Problem: gleiche ISIN / gleicher Ticker / verschiedene Währungen\n\nBitte explizit berücksichtigen:\n\nEin Instrument kann mit gleicher ISIN und gleichem Symbol mehrere Listings haben, z.B. CHF-Listing und USD-Listing.\n\nDas Dashboard muss daher zeigen:\n\n* Symbol\n* Name\n* ISIN\n* Exchange\n* Handelswährung\n* Provider\n* Provider-Symbol\n* Closing Currency / Price Currency, falls verfügbar\n* Hedge-Status\n* Confidence / Ranking Score\n\nRegel:\nWenn mehrere Listings existieren, darf das System nicht automatisch wählen. Ich muss den richtigen Handelsplatz beziehungsweise die passende Währung bestätigen.\n\n## 3. Candidate Review UI verbessern\n\nBitte erweitere die Mapping Candidate Review UI:\n\nPro Instrument:\n\n* Top-Kandidaten zuerst anzeigen\n* Kandidaten nach Score sortieren\n* Filter:\n\n  * Provider\n  * Exchange\n  * Währung\n  * Confidence\n  * Hedge-Status\n* Markierung:\n\n  * wahrscheinlich passend\n  * unsicher\n  * wahrscheinlich falsch\n* Begründung anzeigen:\n\n  * ISIN passt\n  * Währung passt\n  * Exchange passt\n  * Hedge unklar\n  * mehrere Kandidaten vorhanden\n  * Ticker ohne Exchange\n* Button:\n\n  * Kandidat auswählen\n  * Kandidat ablehnen\n  * manuell erfassen\n  * später prüfen\n\nBestätigung muss Audit-Log schreiben.\n\n## 4. User Decision Pack\n\nBitte erstelle zusätzlich ein Runtime-only Decision Pack für diese 3 Instrumente.\n\nZweck:\nFalls ich das Dashboard nicht sofort öffnen kann, soll es eine sichere Übersicht im Runtime-Export geben, die ich später prüfen kann.\n\nFormat:\n\n* Markdown oder CSV\n* nur Runtime-Export\n* niemals Git\n\nInhalt:\n\n* pro Instrument Anzahl Kandidaten\n* Top 3–5 Kandidaten\n* Provider\n* Provider-Symbol\n* Exchange\n* Währung\n* Hedge-Status\n* Instrument-Status\n* Confidence\n* Ranking Reason\n* Reviewer Decision leer\n* Reviewer Note leer\n\nWichtig:\n\n* keine Mengen\n* keine Depotwerte\n* keine Kaufpreise\n* keine Kontostände\n* keine Portfolioanteile\n\nIm Chat nur aggregiert berichten:\n\n* Decision Pack erzeugt: ja/nein\n* Instrumente: 3\n* Kandidaten total\n*\nTop-Kandid\naten pro Instrument vorhanden: ja/nein\n\n## 5. Data Quality Center erweitern\n\nBitte Data Quality Center ergänzen:\n\n* ambiguous_provider_mapping\n* multiple_listings_same_isin\n* currency_mismatch\n* hedge_status_unknown\n* instrument_status_unknown\n* provider_symbol_missing\n* candidate_review_required\n* valuation_not_ready\n\nWenn Kandidaten vorhanden, aber nicht bestätigt:\n\n* missing_provider_symbol bleibt aktiv\n* candidate_review_required aktiv\n* keine automatische Resolution\n\n## 6. Mapping Confirmation Workflow\n\nBitte sicherstellen:\n\nWenn ich später einen Kandidaten bestätige:\n\n* instrument_price_mappings wird gesetzt\n* instrument_catalog_entry wird aktualisiert\n* provider_symbol wird gesetzt\n* exchange wird gesetzt\n* price_currency wird gesetzt\n* Hedge-Status kann bestätigt werden\n* Instrument-Status kann bestätigt werden\n* Valuation Policy wird gesetzt\n* Audit-Log wird geschrieben\n* missing_provider_symbol wird resolved\n* ambiguous_provider_mapping wird resolved\n* candidate_review_required wird resolved\n* falls Hedge/Status weiterhin unknown bleiben, bleiben entsprechende Warnungen aktiv\n\nKeine Portfolio-Transaktion wird dadurch verändert.\n\n## 7. Personal Finance / Budgeting Backlog vormerken\n\nBitte ergänze das Backlog um einen späteren separaten Modulbereich:\n\n# Personal Finance / Cashflow / Budgeting Module\n\nNoch nicht implementieren, nur sauber vormerken.\n\nZiel:\nSpäter soll das Finance Dashboard nicht nur Anlagen verwalten, sondern auch Einkommen, Ausgaben, Budget, Belege und persönlichen Cashflow.\n\nGeplante Funktionen:\n\n## A. Income / Lohn\n\n* Lohnzahlungen erfassen\n* weitere Einkommen erfassen\n* monatliches Nettoeinkommen\n* wiederkehrende Einnahmen\n* Jahresübersicht\n* Zusammenhang mit Sparrate / Investitionsbetrag\n\n## B. Expense Tracking\n\n* Kreditkarten-CSV-Import\n* Banktransaktions-CSV-Import\n* manuelle Ausgaben\n* Händler/Merchant-Erkennung\n* Kategorie-Erkennung\n* wiederkehrende Ausgaben\n* Abos / Subscriptions\n* Ausgaben nach Monat, Händler, Kategorie\n\n## C. Budgeting\n\n* Monatsbudget\n* Kategorienbudget\n* Fixkosten vs. variable Kosten\n* Food / Grocery Budget\n* Sparziel\n* Budget-Ist-Vergleich\n* Warnungen bei Budgetüberschreitung\n\n## D. Belegimport\n\n* Migros-/Coop-/andere Einkaufsbelege als PDF/CSV\n* spätere OCR/PDF-Extraktion, falls nötig\n* Positionen oder Kategorien aus Belegen\n* Lebensmittelkosten getrennt auswerten\n* Händlernormalisierung\n* keine Belege ins Git\n\n## E. Categorization Engine\n\n* regelbasierte Kategorisierung\n* Merchant Mapping\n* manuelle Review Queue\n* Kategorie-Vorschläge\n* Keine LLM-Pflicht\n* Local LLM später optional für Beleg-/Textklassifikation\n\n## F. Cashflow Dashboard\n\n* Einnahmen\n* Ausgaben\n* Monatsüberschuss\n* Sparrate\n* investierbarer Betrag\n* Liquidität\n* Vergleich Budget vs. Ist\n* Verbindung zum Portfolio:\n\n  * Wie viel Cash kann investiert werden?\n  * Notgroschen / Health Reserve\n  * monatlicher Investment-Plan\n\n## G. Sicherheit\n\n* Zahlungsdaten und Belege sind vertraulich\n* echte CSV/PDF/Belege nur Runtime\n* keine echten Finanzdaten ins Git\n* Import-Dry-Run\n* Audit\n* Data Quality\n* manuelle Bestätigung vor Commit\n\nWichtig:\nDieses Personal-Finance-Modul wird erst später gebaut. Aktuell bleibt der Fokus auf Investment Portfolio MVP.\n\n## 8. Tests\n\nBitte Tests ergänzen für:\n\n* Candidate Ranking nach ISIN/Währung/Exchange\n* gleiche ISIN mit mehreren Listings bleibt review-pflichtig\n* Top-Kandidaten werden sortiert\n* Ranking Reason wird erzeugt\n* Candidate Review UI rendert sortierte Kandidaten ohne Live-API\n* Decision Pack wird nur Runtime erzeugt\n* Decision Pack enthält keine Mengen/Werte\n* Kandidat bestätigen schreibt Audit\n* Bestätigung resolved passende Mapping Alerts\n* Kandidat ablehnen schreibt Audit\n* Missing Provider Symbol bleibt aktiv, solange kein Kandidat bestätigt ist\n* Personal-Finance-Backlog-Dokument existiert, aber keine Implementierung\n* Git-Safety OK\n\n## 9. Produktiver vorsichtiger Runtime-Lauf\n\nBitte gegen Runtime-DB ausführen:\n\n* Ranking für vorhandene 57 Kandidaten berechnen\n* Top-Kandidaten pro Instrument bestimmen\n* Decision Pack Runtime-only erzeugen\n* keine finale Ausw\nahl\n* keine Preise\n* keine FX\n* keine weiteren Imports\n\nBericht nur aggregiert:\n\n* Instrumente total\n* Kandidaten total\n* Top-Kandidaten pro Instrument vorhanden\n* Kandidaten mit high/medium/low Ranking\n* multiple_listings_same_isin Count\n* currency_mismatch Count\n* hedge_status_unknown Count\n* instrument_status_unknown Count\n* Decision Pack erzeugt\n* keine Preise/Werte/Mengen/Kontostände\n\n## 10. Nach Abschluss\n\nBitte ausführen:\n\n* Compile\n* pytest\n* Git-Safety\n* Git Status\n\nWenn Code geändert wurde:\n\n* Commit\n* Push\n\nBitte berichten:\n\n* implementierte Module\n* neue/geänderte Dateien\n* Tests\n* Testergebnis\n* Git-Safety\n* Commit Hash\n* Push Status\n* Candidate Ranking aggregiert\n* Decision Pack Status\n* Data-Quality-Status aggregiert\n* Backlog-Erweiterung Personal Finance vorhanden\n* nächste Empfehlung\n\nKeine echten Mengen, Preise, Werte, Kontostände oder sensitiven Inhalte im Chat.", "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "assistant", "content": "", "reasoning": "**Reviewing schema migrations**\n\nI need to look into implementing schema migration by adding ranking fields. To do this effectively, I should first inspect the current migrations. This will help me understand what’s already in place and ensure I’m making the right modifications. I want to be thorough so that everything aligns smoothly. Let’s get started on this inspection!", "finish_reason": "tool_calls", "reasoning_content": "**Reviewing schema migrations**\n\nI need to look into implementing schema migration by adding ranking fields. To do this effectively, I should first inspect the current migrations. This will help me understand what’s already in place and ensure I’m making the right modifications. I want to be thorough so that everything aligns smoothly. Let’s get started on this inspection!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByNy0tzngOrFdbMlvRj9yheiRvo3cXSYOcEAEcKMVcgDRODHKZ1HNwS_yRlhXtQ5kGwybUw_XDSGbYjbv-5TmtNFNKCHxNVpboq8ZLZ_SKiYhbt297SxYiWShExyzHFfAALXxTrT_WZWxJKcsb2TPdl86sVO-oASnE1Fj1VLORtfPl_RzFHSqax7i2M8BmjoG_rHU1tgSxjI3H7Vzq9knsZaJKDyms2Gof6Lu3QxTamUEoeOdpNcn8vZmm8WOMvIWjlbKuXAg7bk5M8VUyCoyGPw6Qsrms-TAnZCL2qlp0S_Hw3C338db7_JPOHqnrj9abI2MoDM6geK-ULSlOoHwglsU4mpeGEhvP9_r_N9BlBwR1HfABCZHZlUC_voRoi1F7DW32EGafvSR22p-LhSfO_Zli9tcA7KVuqWAysCTL1ozNT9kPgqPF5PrJaz4G7jJ80-cXnN3RrjydZVVFbp5NNB3tyIh8wy98xBORUAtGggUSiFyKISiz9mJ48rdWg2rTEo5gJITaJ47aDvejbdVP4Ain8uq8iYARwwaM8VfzRlwLd9dBCZN0CPQB5lXoAiuT9uw4A-d-lq-U6eolHSZKwrUtbBH-WH5spPtehnVA9EcSJr0rqaFHLOO8NMX4Te3rRhHCd8rBdrqxd8sfFdmRK0hT75G2V7NX8Z5T8hisWWnpVP-e2cus2mcPt_tz_I3lsU7e6SQuWvBlv7pOsQSNs4zReSGcBJxyXR0p8R3IdI_lsKqkQvVQgTBvninephnXr9j1mvi3iUCTpEGNXZneERgqNYd_WZR_2pBHZU8v1uZ2Qa6uBs3oSQt-SQW5Jy8ShmzDU2nm44nzapaVOaTTD-tJ97fESc0gzpMkhXFR1P1T5jVp56dBjSIKeiGvI7ih1jZctA75VtoAEJyMSJ0T-ptE6-0Euez8Ebyufd3QRVrUVVQT31dChRiEBaGY0fSCacUpN_XBgPVx7YmdOF22g9McKSEAjlUI61tg-PR1ldKw4bj9PIAYMoJql6ScEV6-2L3AlkrhBOOUCppvaQ53U8DA==", "id": "rs_0134d7700e125cf0016a0723709d648191959da1b9d238c7f4", "summary": [{"type": "summary_text", "text": "**Reviewing schema migrations**\n\nI need to look into implementing schema migration by adding ranking fields. To do this effectively, I should first inspect the current migrations. This will help me understand what’s already in place and ensure I’m making the right modifications. I want to be thorough so that everything aligns smoothly. Let’s get started on this inspection!"}]}], "tool_calls": [{"id": "call_lEc4fwtdb2MpX54Hcy9bsyra", "call_id": "call_lEc4fwtdb2MpX54Hcy9bsyra", "response_item_id": "fc_0134d7700e125cf0016a0723721d9881919bee577505d45487", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":260,\"offset\":1,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 1 (13,446 chars)", "tool_call_id": "call_lEc4fwtdb2MpX54Hcy9bsyra", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_ad6WlIK7Vr9D9hBgIJ16B7RG", "call_id": "call_ad6WlIK7Vr9D9hBgIJ16B7RG", "response_item_id": "fc_0134d7700e125cf0016a07237613508191a321a6369169ada3", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":220,\"offset\":300,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 300 (8,591 chars)", "tool_call_id": "call_ad6WlIK7Vr9D9hBgIJ16B7RG", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Considering edits and mapping**\n\nI need to make substantial edits, and I'm thinking a Python script could help with that. It seems essential to confirm that the mapping resolves correctly. I’m curious about how best to approach this task and how the script will improve the editing process. Breaking it down into manageable steps might make it easier to tackle. It's like piecing together a puzzle! Let's see how to get this right.", "finish_reason": "tool_calls", "reasoning_content": "**Considering edits and mapping**\n\nI need to make substantial edits, and I'm thinking a Python script could help with that. It seems essential to confirm that the mapping resolves correctly. I’m curious about how best to approach this task and how the script will improve the editing process. Breaking it down into manageable steps might make it easier to tackle. It's like piecing together a puzzle! Let's see how to get this right.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByN_QR2xc2XBRBImVU6bV6d8nijhy6BubJtf1N1KXmy7d6OwoQFON0OteiEa26CkHqlLaE50uULfZ0ximbzNZOgSpdgfL3azHDM9OJ72Skxnu_y43XLPk5Y7R1djFwlz-CUSaEcJvbvIk8xQhVHjhp1PywdGbiUTzSDETlA7oxvganpc4Ps4NtdPBypoaYkn7jwMtICuRKfGgiUv7V8o3JkN4LqpatV-gqnQtZyIQngc2F-92e2pWTW3tgRLdhAC4sqO7Aa2rJ6dGTxDfstmtnmGKA5tL2iB2UKt-2sjIO5mXggxf1GYVWSsC4U0dlQQ9NRPJ0_m3oPjCUbDjSUdbUhIsktPzz98gstKL0VSUM0ZEQ4mYnLuulECC9p0txDWWMf83AljaJnLSWKalaVxDdN_cL4Ao3aAuQR2rN1Tyyfr0P0p2_wRLigBtbWNdCmekgp22512YSFnCDLmEbGS8b_W-y_ZoKSswKeL7Zb7smSFhNhK3Y6KouFHGrPfDsRZlgYNBRzUmGqotmPLq6WjGxYEtIWxA3x8qr5TmtAypjU5fbkfkuIiUmRUUVVLunEePxiaOzFk1N8dF4L09ajoDiT4c1iA3xk4abt1-PYAg95-pyhKgknSdPQ0sFIzQdzMkNYVTWrSyVLbqNlU1W1FbK2I19MHUPKsJwK3mqmTLJUXlb6BnzVZKbGs0cpOY7XIKn9lHDbKVAW-vyWytCRBuZ3tilKeUexTwiCqpMIsvsPvWuvtCvhD4AoYlxFIWDA5aC-NLFJWOs4A2NTO6hSW2UL--i5S4vxeYuQOm0SUEk4pLdWN5_zKD6EjFvzCTf154Jdgqyc5EL0C1Ug1PnH2J0pzmv4Y-P--R2pQXLi_c0p3sVd4ZocoP5TEFjQpXraVLnJwf_MrkfMmYIR8LpWlwouCgFcNdLUkotTCf4yKDBfoR4UqUmLDP43jNP0-48IV7LtIsbWFlIwzRDuXFxvgs28k6sv1lrAOaT5DiLR7nO2tMCYpfNUnqBXGyIQs3ijFYy5cWMa9-1-kF826YP-YJO4-Fw==", "id": "rs_0134d7700e125cf0016a07237bae008191bb7eb9fef53257bc", "summary": [{"type": "summary_text", "text": "**Considering edits and mapping**\n\nI need to make substantial edits, and I'm thinking a Python script could help with that. It seems essential to confirm that the mapping resolves correctly. I’m curious about how best to approach this task and how the script will improve the editing process. Breaking it down into manageable steps might make it easier to tackle. It's like piecing together a puzzle! Let's see how to get this right."}]}], "tool_calls": [{"id": "call_Yv52EfyNEbHfzZQSwtpvgYOK", "call_id": "call_Yv52EfyNEbHfzZQSwtpvgYOK", "response_item_id": "fc_0134d7700e125cf0016a07237f937c8191bb3f7ec7e4e5135c", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":240,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/mappings.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/mappings.py from line 1 (9,998 chars)", "tool_call_id": "call_Yv52EfyNEbHfzZQSwtpvgYOK", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Resolving candidate review**\n\nI need to resolve the candidate review requirement and then add this to the selection process. The user asked for an update on the instrument catalog entry. I might need to confirm any updates instead of updating the catalog itself. However, the current candidate selection could be sufficient. I’ll implement an \"upsert\" for the catalog entry based on the candidate, and I plan to inspect the catalog function as well.", "finish_reason": "tool_calls", "reasoning_content": "**Resolving candidate review**\n\nI need to resolve the candidate review requirement and then add this to the selection process. The user asked for an update on the instrument catalog entry. I might need to confirm any updates instead of updating the catalog itself. However, the current candidate selection could be sufficient. I’ll implement an \"upsert\" for the catalog entry based on the candidate, and I plan to inspect the catalog function as well.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByOIAChsKzyr8PHodKbdY9iGXtQqMLksrlbB8ld3n3eDbe4xngIg82rk_X-6NowN-_6G4ftV_aaXbXkW5tNjJR4H4OMtCEjflKeDFaMaEy_KGR6ScSqshLw-RedbTeDnFVxIvSGxdg5j5JlIDNUeI3nl7aL-ljyLcRDMcyn65UkDsaPdzAKqRueWfIf2fahFaf0DrcvEPsNLgjeFXKbDNRj6CBe6FYcEXQi7K189P5CIkM6Fp3IYHHDb4Uru3oAlEThuYNMkdEjJO-0qsuVr1zeDnrTuUwec-MvVlxVGVDL5ecQ4AhLUuFI9boqYAStAAc8v3xkWvqcw5xjlCNP-xe5kcBr8jw8O8cFqMaaKvcIrdFOkw2dReGG83Q-s-Z8iWlbQc8NacNe7OwsXfG-cSVeU1sQ29KFmv3YjluUd_qSqN0lzVoI8RU9dvHzSlDiABO_1QR0OydYP4WEadNX4DGU4E-ADl_OLBZUakLHuCtUavogq8yWW-3AdyIHKKLygAwfqhQSi_rp_RLuw9yGQcqAh1drXVH67_UJyK08cjDQ0_ESzaUzAwf0Y9NpiuQ886yNg5r3WVZmyoTmV90g-5u8Kfmmyp0gWJ3oBfhrEtJ4ldG3cdJ5wB72x3u9q_MVeGwfOnvsetFjN6m-ToZ5RgoGgM9h_nXPAmxZVCbmDExCXV8DDC2I3_FL2_BYkcK70NTpxqYNYyKOT8RjkMvel3_T008XU_GlNTCe2QNoI0hrwmb27bE7hHMXzgl6tkN3tLOyY4qvPcJBbGxlo9e1IfcVckDt1nomUHaTSlvQWIe43h6WCMzNK_bab5AD5ng9EmL6IvoueNrVWLrfm-fVFgUM7ppk1B8W1yjLtz6Um6BXj0Tul9-pKS0SHE7e3y5lgydibauvXJUs6lh84_2tFpH0oJ3zeSZZ65EbmltboROIrLGNPFTT574q3MBmchtwvwJ5eKVKG5kRiYhrr-FLqI4K7vr7ht6gK97-aOsCTdGrMgcrrbvyO0czlYWm3v7p6gKdZrIFq1JJl27FxQZ01aVCvDMGXN6xxQR6fJOLsYzyPN9KtdZQnMgZap95tYdCAC2IsX5t7rJ73KNvqynSjQchTqPA8aV-ytxxI19fTO6e21B3s_roQZvcIQ98dFg3v1DOGGEyuEBZfpV4Ly_9NkdN5kGRjImXC4ip2h3ZutUzXU0DIjZQKcD3HLOHX6F7p_mGRdV7ZznZ44gIsBwBOc8GMcgEPc_tEzGeNs6iqoXMOc0Wwvz8w0PFpRzEMnYEZyl6wRzXn8MP95khTX8g2L4VTho_s9rbGj0kyet-l-7QX2uMgQRchh3vmV9JvKPxUTX-1IMXrieMUnOb39R7-O1kLuGQCdM06dyhcAlK5YTFAJEY=", "id": "rs_0134d7700e125cf0016a07238461e08191ab60731d0adc4c11", "summary": [{"type": "summary_text", "text": "**Resolving candidate review**\n\nI need to resolve the candidate review requirement and then add this to the selection process. The user asked for an update on the instrument catalog entry. I might need to confirm any updates instead of updating the catalog itself. However, the current candidate selection could be sufficient. I’ll implement an \"upsert\" for the catalog entry based on the candidate, and I plan to inspect the catalog function as well."}]}], "tool_calls": [{"id": "call_LIc2ToGGanvLUpLCDw1ZQ5Qp", "call_id": "call_LIc2ToGGanvLUpLCDw1ZQ5Qp", "response_item_id": "fc_0134d7700e125cf0016a0723886ca481918ffa50120db052e8", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (16,418 chars)", "tool_call_id": "call_LIc2ToGGanvLUpLCDw1ZQ5Qp", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Implementing code updates**\n\nI'm thinking about how to implement this code script. I need to rewrite `candidates.py` by adding helpers using a patch. I also want to create alerts and define the necessary table columns. My plan is to use Python to insert new functions after `_confidence`, while also modifying the upsert SQL, and handling export and select processes. There's definitely a lot to keep track of, but I'm sure I can manage it!", "finish_reason": "tool_calls", "reasoning_content": "**Implementing code updates**\n\nI'm thinking about how to implement this code script. I need to rewrite `candidates.py` by adding helpers using a patch. I also want to create alerts and define the necessary table columns. My plan is to use Python to insert new functions after `_confidence`, while also modifying the upsert SQL, and handling export and select processes. There's definitely a lot to keep track of, but I'm sure I can manage it!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByOPpjcJAcQLel1qoW8qbUbrF7oTp1DiB25CKgE9l5Xp8Vda4XkblmgPVnmcfDe95ZpFCC3fIhiIbyopPHHKvoD_19xTtS5_BtIvtE_gvzi7AiPzvfp4I_Gd0BAzGeE0GTRGJuLOtda7lfc8fC--2xPqO8s6NHTEfwqYxsgZGtZBPXjA5AcE36jeEFyYWPMFByQQrQB8ihVyZs1OCn9ddG04qGiC9TxIA14rfGbY16FSN0Ff825OM1Ph76Ar_3fqAJ9GUzxXaPDJoUgEBzJaQ1HmF-xCCOd6-oOvzzUm0JM87wtcppTpsY3lEYMUjKxo2xCR3ZmGs_ZoFrudX3s26L3Sv6yc1dXIX72a8ntpZ8LFaEka4o7Vaza6UJo-9IunorJcudLPWl5kozKvxOlx8ul-Q5swvVxz9K4s9o9uVRjvlx4ghDFzAxYGGzvBDlmLc2PKGPRi6Fj-0IKF1UdC0hzFGWvvpCKdoQqcbWZZPztR0gSz_AvBemKN7W0nY5rFZVo_lZ3Dgkf8GPHQ-rOC9DX9BfQdoj844pdhXNdZwLsMk1JVRJkj5bfegrtXighIV34Ng3xXfYh6khKV8NHNRDxI_Tu2D6IcNFuI5Zi3ZsAeyIezUCYrlqFlJVmez--797lquVM2ujE9XxVx4nzC-LD39KIJC1Bb9fyDId_9MD-Z0e3I7ctzLwaOwQ3pjJVcnC2NOyg5CeX119rC4dQa3D0OSPk3QIS7h35D88nSrevrvuQU06ch2AdDAFy_mw5-5MJ2JGUP8uJcgXAsdkXSDdV_YXXDbNju-oL7xdjGIVwOlRKUlhWWRZgbiGxrrYdBbw0cVAhupG_3n5jjsYceZtlSNpAzSRH89D-1Yys-PAc4i9PS5muZRBoV-4LtB9YOes3x7q60zYFbXXMmK5Vku24TlXaolGywTcOXShm3SLf6rL3YWmauyCvZ297sbwlL1_BbRLhBz0ZZqW3ldID0pCd465-WCEcf_zcb7OfhjQP9aAg-3fTGrcokBXVyTnDPJ-Yq4uJ1-xao8_UxMKd50ewefQY32ps3KA8q50qg8YMRSXqotTIaYn3TmDTfq4jWI_UjN3JO03yuZLwZz0LNAaTE1gLoZ7qHfih7QJTrHhSnial6Gh-7AxdrDzft7vSktY_sylLOVx3oN51Dd-EVmpjfVEGvjqntP49RA6HMHNf7RgwovD6Kp91BnyXvu6g34ZqV", "id": "rs_0134d7700e125cf0016a07238b8eb88191993344c5edc5c770", "summary": [{"type": "summary_text", "text": "**Implementing code updates**\n\nI'm thinking about how to implement this code script. I need to rewrite `candidates.py` by adding helpers using a patch. I also want to create alerts and define the necessary table columns. My plan is to use Python to insert new functions after `_confidence`, while also modifying the upsert SQL, and handling export and select processes. There's definitely a lot to keep track of, but I'm sure I can manage it!"}]}], "tool_calls": [{"id": "call_uMO4zEIomlNic0c1OgRqOAPY", "call_id": "call_uMO4zEIomlNic0c1OgRqOAPY", "response_item_id": "fc_0134d7700e125cf0016a07238fefc881919215536250798466", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\",\"old_string\":\"MIGRATION_VERSION = 13\\nMIGRATION_NAME = \\\"013_public_instrument_lookup_candidates\\\"\",\"new_string\":\"MIGRATION_VERSION = 14\\nMIGRATION_NAME = \\\"014_candidate_ranking_decision_pack\\\"\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (866 chars result)", "tool_call_id": "call_uMO4zEIomlNic0c1OgRqOAPY", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_GF12pcM4bCnF0q95eCNhQTV1", "call_id": "call_GF12pcM4bCnF0q95eCNhQTV1", "response_item_id": "fc_0134d7700e125cf0016a0723941b2c8191af0dfec049116fbc", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"            candidate_valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n            ranking_score INTEGER NOT NULL DEFAULT 0,\\n            ranking_reason TEXT,\\n            risk_flags TEXT,\\n         ...[truncated]\", \"old_string\": \"            candidate_valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n            confidence TEXT NOT NULL DEFAULT 'low',\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (920 chars result)", "tool_call_id": "call_GF12pcM4bCnF0q95eCNhQTV1", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_q18hKtEWxtdiYFXzDhKOWVwK", "call_id": "call_q18hKtEWxtdiYFXzDhKOWVwK", "response_item_id": "fc_0134d7700e125cf0016a07239a32c481918b1222f343e5e0f9", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"        \\\"candidate_asset_class\\\": \\\"TEXT\\\",\\n        \\\"candidate_hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"candidate_valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n        \\\"ranki...[truncated]\", \"old_string\": \"        \\\"candidate_asset_class\\\": \\\"TEXT\\\",\\n        \\\"candidate_hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"candidate_valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (1,087 chars result)", "tool_call_id": "call_q18hKtEWxtdiYFXzDhKOWVwK", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_dMQWFYFUeXvMsoo7UuYzw5LE", "call_id": "call_dMQWFYFUeXvMsoo7UuYzw5LE", "response_item_id": "fc_0134d7700e125cf0016a0723a381008191a36e45bff36f6c05", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence)\\\")\\n        CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score);\",\"old_string\":\"    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence)\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (1,060 chars result)", "tool_call_id": "call_dMQWFYFUeXvMsoo7UuYzw5LE", "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (984 chars result)", "tool_call_id": "call_Sohr6ZHGOCOtHWCMxCga9Fxa", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Considering candidates for import**\n\nI'm thinking about which candidates to use for importing. Should I bring in `re` and `Sequence`? It seems like I could just use `json` since it's already available. Maybe I should also consider using `difflib.SequenceMatcher` for some functionality. I'll need to clarify what I really want to achieve with these imports before deciding, so it's good to weigh my options!", "finish_reason": "tool_calls", "reasoning_content": "**Considering candidates for import**\n\nI'm thinking about which candidates to use for importing. Should I bring in `re` and `Sequence`? It seems like I could just use `json` since it's already available. Maybe I should also consider using `difflib.SequenceMatcher` for some functionality. I'll need to clarify what I really want to achieve with these imports before deciding, so it's good to weigh my options!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByOxdDvXZVnAHZ3rMmr_sGRDWNGhL7qDrlxQOk2TAr1YdfGdnZQmWPrMlgN0uUyAjCahQivdE2YCOWWV0OKcFcFsUzd9hIqffcOaoH2dhvH7y-6lKv2nZgqz0AmRaGwGij-37TgdymC5V-lGkMo9gzF3ZBAQZbkv9fHKbYbrF-IydDK5cbeXRtnE6jUor3Zmu_LGFTf45kc-zivRGMS3mM2HVY3t-UZa9dziA7fALrYs2U78rN4AfnKPy-QCefFXcfHDYVNC0mX5-PUl_guo4kCKILo__5Y5fchd34dDeQH31zgCwiKT4vbg0OAXHDbnQiSrISePC0hJe_qPSzscpVXDbIa0uXCJNtKixs8DlKer-r4ldmT0w2IC1O71O-wr-u_zkRfBCsW10nwMGI-fxj7A6URykBwoufXOL9PsWsnqtWp2xT5efBBsfis8mEe8dzSt35oUWp3CUa763u0xoahK2JwHezpfSt5dOj9vP242cEJEdKK6jVntfwN71m1yCD4rciG56SL8G4-1mTpdOqeVZrw2H1Mvwu4KeZrgSXnYxi3dAUtTG864BDp1yB81CPO3rPafFPyeVPFqIHdcSitiLab2jYSF0Ke9hvOVhvurtHgfkeV4YIOGjt2nY3NVRU_HLI2G2OsLob1szuWd4oT-aaROrzwrS1TmWNhN7Bujy4NJTR3ZCzB29mbBzuGlv2RItTFrs45_AGkWbuoOjMcXpGx_iSl7Cs3jNFK2FXPSNl6aanFZcjPan-o23xMUuWznym1PSivsJHyuB6PqHRXt20uXssLnXJvfjmp-kghwS4ZLVPCYlua3QD-EgKtpqNDIxM4lKmGo5XxAlXbWM_d2wUhuhqZ-sqCZXixIL_I4pEynpXKQEBRx-nLwegn1uRKviEzidZ0Zslnd3gkCHxskbpV4E6sWRFmFBNGpEqraICoQvc0NMKmzZMOSS6NjIABj4rxk49WPzTJIwGcoY4TxJf0IqfnOfpvkh2w_2bSr0cDzcrHTsyesCqB6BnYwFbYfYOPoFgUsB_JnSiEJROT1ng==", "id": "rs_0134d7700e125cf0016a0723afa510819184c0e949cab2e857", "summary": [{"type": "summary_text", "text": "**Considering candidates for import**\n\nI'm thinking about which candidates to use for importing. Should I bring in `re` and `Sequence`? It seems like I could just use `json` since it's already available. Maybe I should also consider using `difflib.SequenceMatcher` for some functionality. I'll need to clarify what I really want to achieve with these imports before deciding, so it's good to weigh my options!"}]}], "tool_calls": [{"id": "call_v20JJI6XZ68VhEtbMLT3wuoI", "call_id": "call_v20JJI6XZ68VhEtbMLT3wuoI", "response_item_id": "fc_0134d7700e125cf0016a0723b159348191b3b1be0e2ea09042", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"import os\\nimport re\\nimport urllib.parse\\nimport urllib.request\\nfrom dataclasses import dataclass, field\\nfrom difflib import SequenceMatcher\",\"old_string\":\"import os\\nimport urllib.parse\\nimport urllib.request\\nfrom dataclasses import dataclass, field\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py (650 chars result)", "tool_call_id": "call_v20JJI6XZ68VhEtbMLT3wuoI", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_SEFunHZvvIRn8G6ve0X2iHeK", "call_id": "call_SEFunHZvvIRn8G6ve0X2iHeK", "response_item_id": "fc_0134d7700e125cf0016a0723b5748c8191a52cb7c16a00142e", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"@dataclass(frozen=True)\\nclass CandidateRanking:\\n    ranking_score: int\\n    ranking_reason: str\\n    risk_flags: str\\n    recommended_action: str\\n\\n\\n@dataclass\\nclass CandidateGenerationResult:\",\"old_string\":\"@dataclass\\nclass CandidateGenerationResult:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py (717 chars result)", "tool_call_id": "call_SEFunHZvvIRn8G6ve0X2iHeK", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_XpwL98jZEp7JFE2C3ZHD4CPX", "call_id": "call_XpwL98jZEp7JFE2C3ZHD4CPX", "response_item_id": "fc_0134d7700e125cf0016a0723bde8a08191be26651581feded7", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"old_string\": \"def _review_status_for(confidence: str, count: int, inst, cand: ProviderCandidate) -> str:\\n    if count > 1:\\n        return \\\"needs_manual_review\\\"\\n    if confidence == \\\"high\\\":\\n        return \\\"proposed\\\"...[truncated]\", \"new_string\": \"def _norm(value: str | None) -> str:\\n    return re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", (value or \\\"\\\").lower()).strip()\\n\\n\\ndef _name_similarity(a: str | None, b: str | None) -> float:\\n    na, nb = _norm(a), _norm(b)...[truncated]\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"error\": \"path required\"}", "tool_call_id": "call_XpwL98jZEp7JFE2C3ZHD4CPX", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByPc5tk-ggUhVQ4Ww_ITDK3zlkJ0Wcwq2DtuA-YIk_NfdfSOC3nRMtd7Y-eeRIkp65Hmtt44OiF0LC0FqmJKAyf9YxJX-1v0cSWtIZaAwmoeQLF9iod-iDgFdMlIYXSmhYOjGCFhsQRMsTintDZNIGmAFBFupP7MmQvdyo6D5OftP6UpdKcHaYhxPJ9VB-5uxgERB1Q6rFh8DY8sDoJI_BzZ9Su77isvhUmW2JjFAbVgI-PnwmzdmcmvHTDyFHlXy5Qw2-jsDtSGuSIwjBfQQwqPjj64p2_eb3Xd4MH7aVuCmEQ4bJZ5kuJkAqI5nM4aP8sOCGrPBRjkpTL1SPJQTVWHgas6RjZyWmnln9uQsKYYCesj0aC6aieIySI15QRPjUBj1VbkeQmqS8eYp_SIbLRoozGVcITul2hLclbXrATh55bR3_Tqfo8UOHInwB_jteT5qtsf7BBqep2jpBtYKmxZGBQKbJdzB0x9faj7KKLFqzyk0ZLqbfRR3uZwz-cyw-fs20HULR0BfqnmjhhkwRVmYebD0fwaWXfUZT-_04eue-rU2aAeY_mAUJED7IvWqUfNToZjUk3LVdxPJkNAtjCGRxbUYVyX6isBRP5-nZhv4sBK0CGh2FpcgaROifmDF7TGrZjOrc7e51Yn_Hlq4KPc5EqlkTzbndGT0J66o5ySJ7bG25M30KZphquPUs-Wj5NrlyU_SlFJUsmKpm5gKARGydx0GxXHA-wSFyEbmJ3UCsPBn7um73pchlDWGHWVGb7mV_3KDOPVD_OUvArBHZ3HmXERqh-dHwBcGikLnI2PdvPqPMm44TLCoSOrxDYZCvnT3U4Al1gJovfj4T2DTLGggFC7eweza6kFBm5MkHpGdaBP30K-1NeWpr2lCri578yLr95aKHCITALLkhT42Uq6KWlwP8jk0YvMdCB_0Wuu8m4=", "id": "rs_0134d7700e125cf0016a0723dc5ba48191859f7354e6b08c47", "summary": []}], "tool_calls": [{"id": "call_u6p3eUcqMoRJoOevGWmbWWCa", "call_id": "call_u6p3eUcqMoRJoOevGWmbWWCa", "response_item_id": "fc_0134d7700e125cf0016a0723dcee5c8191a76c0604675e47ab", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\", \"old_string\": \"def _review_status_for(confidence: str, count: int, inst, cand: ProviderCandidate) -> str:\\n    if count > 1:\\n        return \\\"needs_manual_review\\\"\\n    if confidence == \\\"high\\\":\\n        return \\\"proposed\\\"...[truncated]\", \"new_string\": \"def _norm(value: str | None) -> str:\\n    return re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", (value or \\\"\\\").lower()).strip()\\n\\n\\ndef _name_similarity(a: str | None, b: str | None) -> float:\\n    na, nb = _norm(a), _norm(b)...[truncated]\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py (6,006 chars result)", "tool_call_id": "call_u6p3eUcqMoRJoOevGWmbWWCa", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_XnycYrZt7ryo8OLxPwyNQjqM", "call_id": "call_XnycYrZt7ryo8OLxPwyNQjqM", "response_item_id": "fc_0134d7700e125cf0016a0723fc550c8191ab6c2029853b4759", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    candidate_id = stable_id(\\\"ipmc\\\", instrument_id, candidate.provider, candidate.provider_symbol, candidate.exchange or \\\"\\\", candidate.currency or \\\"\\\")\\n    ranking = rank_candidate(inst, candidate, candidate_count=1)\\n    now = utc_now()\",\"old_string\":\"    candidate_id = stable_id(\\\"ipmc\\\", instrument_id, candidate.provider, candidate.provider_symbol, candidate.exchange or \\\"\\\", candidate.currency or \\\"\\\")\\n    now = utc_now()\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -368,6 +368,7 @@\\n     elif hedge_status == \\\"unknown\\\" and hedged is False:\\n         hedge_status = \\\"unhedged\\\"\\n     candidate_id = stable_id(\\\"ipmc\\\", instrument_id, candidate.provider, candidate.provider_symbol, candidate.exchange or \\\"\\\", candidate.currency or \\\"\\\")\\n+    ranking = rank_candidate(inst, candidate, candidate_count=1)\\n     now = utc_now()\\n     conn.execute(\\n         \\\"\\\"\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_XnycYrZt7ryo8OLxPwyNQjqM", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Considering function adjustments**\n\nI realize I need to include candidate_count in the upsert function. So, I’ll change the signature accordingly to accommodate this new parameter. It’s important to make sure that all necessary details are incorporated to avoid any issues later on. Let’s clarify what information to pass, double-check everything, and ensure smooth functionality moving forward. This will help prevent any errors during execution and keep things running efficiently.", "finish_reason": "tool_calls", "reasoning_content": "**Considering function adjustments**\n\nI realize I need to include candidate_count in the upsert function. So, I’ll change the signature accordingly to accommodate this new parameter. It’s important to make sure that all necessary details are incorporated to avoid any issues later on. Let’s clarify what information to pass, double-check everything, and ensure smooth functionality moving forward. This will help prevent any errors during execution and keep things running efficiently.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByQFVk5v4VvUH2_jKWHrvjHyt2ItumXVQEnPKJWyks-qRdKeYC82qlyifMxpXBlo3U2fRIuBOYsQrnLwuJeWIayhk1K-4nqiAanf478jpNI_YyTh9LqnBoLBQtRHmUq8QlhrQI2K3jcwnP8kMqKpULmDhmUirOFNAVgEnycx756SiVSRM0LFnIQdrbg1Nt-jckL-oQ-MZX4sr_O7qHFWzGpY64wLqLs-u_pGG48EifcbwjrR-1sodL2srGCdi18R0ehqk7I9ZbIOmJ_v0n1AiLnod2NpdSDonzIAspEOZbqfkTHXqR8HhJ0BKl0PtivewWaWeTtkmbUe4WyTR24bJBaTpdKPCfiAU5LfxK0g-aA1TayJT4hU_O0T8vrDXt5TUXhcvEx-jNjpYgRj4gs3ugT3ICnUoS-7wzmBfpw1x8QtGc7q5aTpAHw2N7cS8Kya9jdwyXTX8P1-KmOvLZ1RXBA2J0jCLjOMqb-kqbuFcKDfpsedlepsLvur9d4wFNf3_5EpGYQvAxvogBGlBhbkLwiWB-0JijLtqt2frtS3R_34nirLTWDDx5w3XslegP5V9_7v_XsxdLxZYzG4ASuXWiFlWZGdEMzj4dNWmr7H5l7ABU-QaShhUHC3BJsUoWlmReP2PMWt0TdRK5uj85SsOmp69KiO6PeR4WXo8Llf97JK2W0y8VJBNgNdAambRkS6uN1JWzXrrO3-jxxUewR2Ye5pLHIo0jIqiUgtDBHXEgHOBfcBefB3sMDpCtU0lh4RHDLJFMhlPnBPPuYOH6MZ-mcpMeXkHb_NACTOpRz0EnHxF7rpom70LzdoFeXszsmHUvZgajtn-FVBEmgGE6dr2q4LS1m0rDkVi3NUg1sxVbbYzDFtVjjXtKRTrelhyr7MVGhixgDN84k16qACywx9oO_JRbfa7rY4di_D-QkEPOzOPW_QjNgnE95WZrIBWczvqZiUmkrHDkG-RxFf9tcgvejZ7W-3wYeU3zaOS4r8_VfL8QQ=", "id": "rs_0134d7700e125cf0016a0724043f9c81918daf60a445e93b88", "summary": [{"type": "summary_text", "text": "**Considering function adjustments**\n\nI realize I need to include candidate_count in the upsert function. So, I’ll change the signature accordingly to accommodate this new parameter. It’s important to make sure that all necessary details are incorporated to avoid any issues later on. Let’s clarify what information to pass, double-check everything, and ensure smooth functionality moving forward. This will help prevent any errors during execution and keep things running efficiently."}]}], "tool_calls": [{"id": "call_ECDZlcRpC4wA6v9vptpRUYls", "call_id": "call_ECDZlcRpC4wA6v9vptpRUYls", "response_item_id": "fc_0134d7700e125cf0016a072405e1e48191a474fd50a76a0349", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def upsert_candidate(conn: Connection, *, instrument_id: str, candidate: ProviderCandidate, confidence: str, review_status: str, evidence_note: str, candidate_count: int = 1) -> str:\",\"old_string\":\"def upsert_candidate(conn: Connection, *, instrument_id: str, candidate: ProviderCandidate, confidence: str, review_status: str, evidence_note: str) -> str:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -357,7 +357,7 @@\\n     return \\\"needs_manual_review\\\"\\n \\n \\n-def upsert_candidate(conn: Connection, *, instrument_id: str, candidate: ProviderCandidate, confidence: str, review_status: str, evidence_note: str) -> str:\\n+def upsert_candidate(conn: Connection, *, instrument_id: str, candidate: ProviderCandidate, confidence: str, review_status: str, evidence_note: str, candidate_count: int = 1) -> str:\\n     inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n     if inst is None:\\n         raise ValueError(f\\\"instrument not found: {instrument_id}\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_ECDZlcRpC4wA6v9vptpRUYls", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_3dWlximt3dtNPiamUr3zKEZT", "call_id": "call_3dWlximt3dtNPiamUr3zKEZT", "response_item_id": "fc_0134d7700e125cf0016a07240b90188191ae5031d34f47d66e", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    ranking = rank_candidate(inst, candidate, candidate_count=candidate_count)\",\"old_string\":\"    ranking = rank_candidate(inst, candidate, candidate_count=1)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -368,7 +368,7 @@\\n     elif hedge_status == \\\"unknown\\\" and hedged is False:\\n         hedge_status = \\\"unhedged\\\"\\n     candidate_id = stable_id(\\\"ipmc\\\", instrument_id, candidate.provider, candidate.provider_symbol, candidate.exchange or \\\"\\\", candidate.currency or \\\"\\\")\\n-    ranking = rank_candidate(inst, candidate, candidate_count=1)\\n+    ranking = rank_candidate(inst, candidate, candidate_count=candidate_count)\\n     now = utc_now()\\n     conn.execute(\\n         \\\"\\\"\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_3dWlximt3dtNPiamUr3zKEZT", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_kAIlPi5wfD4dcAikpev5ah4d", "call_id": "call_kAIlPi5wfD4dcAikpev5ah4d", "response_item_id": "fc_0134d7700e125cf0016a072410f3f08191ae64291d385d37fa", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            candidate_instrument_status, candidate_valuation_policy, ranking_score,\\n            ranking_reason, risk_flags, recommended_action, confidence,\",\"old_string\":\"            candidate_instrument_status, candidate_valuation_policy, confidence,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -376,7 +376,8 @@\\n             candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n             candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n             candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n-            candidate_instrument_status, candidate_valuation_policy, confidence,\\n+            candidate_instrument_status, candidate_valuation_policy, ranking_score,\\n+            ranking_reason, risk_flags, recommended_action, confidence,\\n             evidence_source, evidence_note, review_status, created_at, updated_at\\n         ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n         ON CONFLICT(candidate_id) DO UPDATE SET\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_kAIlPi5wfD4dcAikpev5ah4d", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Bti5t02lS9CXPk2hpxTYYlX4", "call_id": "call_Bti5t02lS9CXPk2hpxTYYlX4", "response_item_id": "fc_0134d7700e125cf0016a072416ba4881918c21a61359488648", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\",\"old_string\":\"        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -379,7 +379,7 @@\\n             candidate_instrument_status, candidate_valuation_policy, ranking_score,\\n             ranking_reason, risk_flags, recommended_action, confidence,\\n             evidence_source, evidence_note, review_status, created_at, updated_at\\n-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n+        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n         ON CONFLICT(candidate_id) DO UPDATE SET\\n             candidate_exchange=excluded.candidate_exchange,\\n             candidate_currency=excluded.candidate_currency,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Bti5t02lS9CXPk2hpxTYYlX4", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_T4zkdM2XzuUSdZIOCfRwfwyX", "call_id": "call_T4zkdM2XzuUSdZIOCfRwfwyX", "response_item_id": "fc_0134d7700e125cf0016a07241ca5e88191b03a0a5113470ff6", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            candidate_instrument_status=excluded.candidate_instrument_status,\\n            candidate_valuation_policy=excluded.candidate_valuation_policy,\\n            ranking_score=excluded.ranking_score,\\n            ranking_reason=excluded.ranking_reason,\\n            risk_flags=excluded.risk_flags,\\n            recommended_action=excluded.recommended_action,\\n            confidence=excluded.confidence,\",\"old_string\":\"            candidate_instrument_status=excluded.candidate_instrument_status,\\n            candidate_valuation_policy=excluded.candidate_valuation_policy,\\n            confidence=excluded.confidence,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -390,6 +390,10 @@\\n             candidate_hedge_status=excluded.candidate_hedge_status,\\n             candidate_instrument_status=excluded.candidate_instrument_status,\\n             candidate_valuation_policy=excluded.candidate_valuation_policy,\\n+            ranking_score=excluded.ranking_score,\\n+            ranking_reason=excluded.ranking_reason,\\n+            risk_flags=excluded.risk_flags,\\n+            recommended_action=excluded.recommended_action,\\n             confidence=excluded.confidence,\\n             evidence_source=excluded.evidence_source,\\n             evidence_note=excluded.evidence_note,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_T4zkdM2XzuUSdZIOCfRwfwyX", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_09HFuLFvVxivNkHxjCtSLoAx", "call_id": "call_09HFuLFvVxivNkHxjCtSLoAx", "response_item_id": "fc_0134d7700e125cf0016a07242324a481919b3aa37a3fc55764", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            candidate.instrument_status or \\\"unknown\\\", candidate.valuation_policy or \\\"live_price\\\",\\n            ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action,\\n            confidence, candidate.evidence_source,\",\"old_string\":\"            candidate.instrument_status or \\\"unknown\\\", candidate.valuation_policy or \\\"live_price\\\", confidence, candidate.evidence_source,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -404,7 +404,9 @@\\n             candidate_id, instrument_id, inst[\\\"isin\\\"], candidate.provider, candidate.provider_symbol,\\n             candidate.exchange, candidate.currency or inst[\\\"currency\\\"], candidate.name, candidate.asset_class or (inst[\\\"asset_class\\\"] or \\\"\\\").lower(),\\n             1 if hedged else 0 if hedged is False else None, hedged_to, hedge_status,\\n-            candidate.instrument_status or \\\"unknown\\\", candidate.valuation_policy or \\\"live_price\\\", confidence, candidate.evidence_source,\\n+            candidate.instrument_status or \\\"unknown\\\", candidate.valuation_policy or \\\"live_price\\\",\\n+            ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action,\\n+            confidence, candidate.evidence_source,\\n             evidence_note or candidate.evidence_note, review_status, now, now,\\n         ),\\n     )\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_09HFuLFvVxivNkHxjCtSLoAx", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_HjtFiPPIG9JhoxMXNJnd7nKA", "call_id": "call_HjtFiPPIG9JhoxMXNJnd7nKA", "response_item_id": "fc_0134d7700e125cf0016a072429166c8191844b96674e7d7b63", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"                upsert_candidate(conn, instrument_id=instrument_id, candidate=cand, confidence=confidence, review_status=status, evidence_note=note, candidate_count=len(candidates))\",\"old_string\":\"                upsert_candidate(conn, instrument_id=instrument_id, candidate=cand, confidence=confidence, review_status=status, evidence_note=note)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -462,7 +462,7 @@\\n             status = _review_status_for(confidence, len(candidates), inst, cand)\\n             result.candidates_found += 1\\n             if not dry_run:\\n-                upsert_candidate(conn, instrument_id=instrument_id, candidate=cand, confidence=confidence, review_status=status, evidence_note=note)\\n+                upsert_candidate(conn, instrument_id=instrument_id, candidate=cand, confidence=confidence, review_status=status, evidence_note=note, candidate_count=len(candidates))\\n     if not dry_run:\\n         conn.commit()\\n     return result\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_HjtFiPPIG9JhoxMXNJnd7nKA", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Recalculating function for rows**\n\nI need to recalibrate the function for the existing rows, specifically to utilize the ProviderCandidate. This means I should also add a helper function to support this process. It’s important to ensure everything is set up correctly so that the system can work efficiently. Let’s clarify that, and then I’ll proceed to implement these updates without any hiccups! Keeping everything organized will help in the long run.", "finish_reason": "tool_calls", "reasoning_content": "**Recalculating function for rows**\n\nI need to recalibrate the function for the existing rows, specifically to utilize the ProviderCandidate. This means I should also add a helper function to support this process. It’s important to ensure everything is set up correctly so that the system can work efficiently. Let’s clarify that, and then I’ll proceed to implement these updates without any hiccups! Keeping everything organized will help in the long run.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByQxPMMw2sYQLY3lImBFTdMc_jNCbYYbn2IKqa7L_vV216UVlLQ2OmK-O7EfuJntVBa0PsOJR3vJ2IEvYEAEhMZ7Xz3pTPKMea1Krf9caRfbqwf7FOQyRr3KAvtxM8qJAiRZx7zL-OyscalkVRayzZVjsL6o_up0o_D291spZqSRJxKJjDwKaR5D3FixBiwYnB7SzwCr04e895eqcgPKfTl5EuTQpOly8IBavf_6l6sKS1yqFOtORdcV4MOTvqrCAdsF0cXXoNVAQEhdIkKqAQpppXulRDCJdXwEfmvaI65kDKvuJTEZg4iJQWK4t37jSbQmhrE4ze5M0lkFN7ZSKceDELFwylViyv0LNNp-8OSM03Lhv7538D2gqAVGHB2d8M7Ho5ioF_K_RfImui35qFVptMNsRifdV-a10_Exsv7fhqzptgcGzRgiSbu5NA1MeVtHdZINrXSP7LMvOGDSUaNTjdTs06jTLyA8HP04DeQB3ZoO19jYVtEFJ-wE7NAtFV2sCiEFnhhS8n8Lfxo21-KMAIq_-LJ2BRMA6P1OOuBk8R6VtCOTGktQVn3pMPU2rEDBzi451vIXB2KZ_Y0LfZL8KTiDy-i2zEUEY5u7ttk8r0q-dMviiEIA0UsOgAS3J-Fl_pFEEkweYuP5KuRZ8Jx9vfU5bNB_pyB0QrqaNpeeZUTSOh-dxe5Coiw5TLueblOHD0n59m02xnhlfklvJsE8hBJxn5C-dLuhWyHpmG_YgCcwiRXA5DIOQWAdZhSRHSzTBL1r8u_lPGcbJOIFJIb7eWrjSfHcBBDgSv9e3mQs5eWym9IcMlluAnZBZbfCYU45gC0mclK_iAGB_f4ooSBOtN3QjwkWgSPBHXnJK0gbningN673H-K2y6NUEj9GjGUHZ-HlQGABU7P-KxQ_OlsYmX8yNl4Uwc26PCTYU9gtUyuOqLb_URhKTD4x3F60sy-TbAZoMt6megK0O9O-rH0vy5gaqnLefAXJWsTOskkS59NknhfukfPCS24fFU34flt_7odsqHLgXN2uQ7_WhRgjmA==", "id": "rs_0134d7700e125cf0016a07242ecf3c8191bafb1b1f16f797ef", "summary": [{"type": "summary_text", "text": "**Recalculating function for rows**\n\nI need to recalibrate the function for the existing rows, specifically to utilize the ProviderCandidate. This means I should also add a helper function to support this process. It’s important to ensure everything is set up correctly so that the system can work efficiently. Let’s clarify that, and then I’ll proceed to implement these updates without any hiccups! Keeping everything organized will help in the long run."}]}], "tool_calls": [{"id": "call_0tatbBLKjvaQN4sr4jpw0Z9K", "call_id": "call_0tatbBLKjvaQN4sr4jpw0Z9K", "response_item_id": "fc_0134d7700e125cf0016a07243156b88191ae8b1ecc3416e6ff", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def _candidate_from_row(row) -> ProviderCandidate:\\n    return ProviderCandidate(\\n        provider=row[\\\"candidate_provider\\\"],\\n        provider_symbol=row[\\\"candidate_provider_symbol\\\"],\\n        exchange=row[\\\"candidate_exchange\\\"],\\n        currency=row[\\\"candidate_currency\\\"],\\n        name=row[\\\"candidate_name\\\"],\\n        isin=row[\\\"isin\\\"],\\n        asset_class=row[\\\"candidate_asset_class\\\"],\\n        is_hedged=True if row[\\\"candidate_is_hedged\\\"] == 1 else False if row[\\\"candidate_is_hedged\\\"] == 0 else None,\\n        hedged_to_currency=row[\\\"candidate_hedged_to_currency\\\"],\\n        hedge_status=row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n        instrument_status=row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n        valuation_policy=row[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n        evidence_source=row[\\\"evidence_source\\\"] or \\\"provider_lookup\\\",\\n        evidence_note=row[\\\"evidence_note\\\"] or \\\"\\\",\\n    )\\n\\n\\ndef recalculate_candidate_rankings(conn: Connection, *, instrument_ids: list[str] | None = None) -> dict[str, int]:\\n    clauses = []\\n    params: list[object] = []\\n    if instrument_ids:\\n        clauses.append(\\\"c.instrument_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in instrument_ids) + \\\")\\\")\\n        params.extend(instrument_ids)\\n    where = \\\" WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n    rows = conn.execute(\\n        \\\"\\\"\\\"\\n        SELECT c.*, i.asset_class AS instrument_asset_class, i.name AS instrument_name,\\n               i.ticker AS instrument_ticker, i.exchange AS instrument_exchange,\\n               i.currency AS instrument_currency, i.trading_currency AS instrument_trading_currency,\\n               i.hedge_status AS instrument_hedge_status, i.instrument_status AS source_instrument_status\\n        FROM instrument_price_mapping_candidates c\\n        JOIN instruments i ON i.instrument_id=c.instrument_id\\n        \\\"\\\"\\\" + where,\\n        tuple(params),\\n    ).fetchall()\\n    counts: dict[str, int] = {}\\n    for row in rows:\\n        counts[row[\\\"instrument_id\\\"]] = counts.get(row[\\\"instrument_id\\\"], 0) + 1\\n    summary = {\\\"candidates_total\\\": len(rows), \\\"rank_high\\\": 0, \\\"rank_medium\\\": 0, \\\"rank_low\\\": 0, \\\"multiple_listings_same_isin\\\": 0, \\\"currency_mismatch\\\": 0, \\\"hedge_status_unknown\\\": 0, \\\"instrument_status_unknown\\\": 0, \\\"candidate_review_required\\\": 0}\\n    by_isin: dict[str, set[tuple[str, str]]] = {}\\n    for row in rows:\\n        inst = {\\n            \\\"isin\\\": row[\\\"isin\\\"],\\n            \\\"asset_class\\\": row[\\\"instrument_asset_class\\\"],\\n            \\\"name\\\": row[\\\"instrument_name\\\"],\\n            \\\"ticker\\\": row[\\\"instrument_ticker\\\"],\\n            \\\"exchange\\\": row[\\\"instrument_exchange\\\"],\\n            \\\"currency\\\": row[\\\"instrument_currency\\\"],\\n            \\\"trading_currency\\\": row[\\\"instrument_trading_currency\\\"],\\n        }\\n        cand = _candidate_from_row(row)\\n        ranking = rank_candidate(inst, cand, candidate_count=counts[row[\\\"instrument_id\\\"]])\\n        if ranking.ranking_score >= 75:\\n            summary[\\\"rank_high\\\"] += 1\\n        elif ranking.ranking_score >= 50:\\n            summary[\\\"rank_medium\\\"] += 1\\n        else:\\n            summary[\\\"rank_low\\\"] += 1\\n        risk_flags = set(filter(None, ranking.risk_flags.split(\\\",\\\")))\\n        if \\\"currency_mismatch\\\" in risk_flags:\\n            summary[\\\"currency_mismatch\\\"] += 1\\n        if (row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n            summary[\\\"hedge_status_unknown\\\"] += 1\\n        if (row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n            summary[\\\"instrument_status_unknown\\\"] += 1\\n        if row[\\\"review_status\\\"] in {\\\"proposed\\\", \\\"needs_manual_review\\\"}:\\n            summary[\\\"candidate_review_required\\\"] += 1\\n        if row[\\\"isin\\\"]:\\n            by_isin.setdefault(row[\\\"isin\\\"], set()).add((row[\\\"candidate_exchange\\\"] or \\\"\\\", row[\\\"candidate_currency\\\"] or \\\"\\\"))\\n        conn.execute(\\n            \\\"\\\"\\\"\\n            UPDATE instrument_price_mapping_candidates\\n            SET ranking_score=?, ranking_reason=?, risk_flags=?, recommended_action=?, updated_at=?\\n            WHERE candidate_id=?\\n            \\\"\\\"\\\",\\n            (ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action, utc_now(), row[\\\"candidate_id\\\"]),\\n        )\\n    summary[\\\"multiple_listings_same_isin\\\"] = sum(1 for listings in by_isin.values() if len(listings) > 1)\\n    for instrument_id, count in counts.items():\\n        if count:\\n            create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"candidate_review_required\\\", message=\\\"Provider-symbol candidates exist but require manual selection before valuation.\\\", evidence={\\\"candidate_count\\\": count}, fingerprint=\\\"candidate_review_required\\\")\\n    conn.commit()\\n    return summary\\n\\n\\ndef dedupe_missing_provider_symbol_alerts(conn: Connection) -> int:\",\"old_string\":\"def dedupe_missing_provider_symbol_alerts(conn: Connection) -> int:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -468,6 +468,93 @@\\n     return result\\n \\n \\n+def _candidate_from_row(row) -> ProviderCandidate:\\n+    return ProviderCandidate(\\n+        provider=row[\\\"candidate_provider\\\"],\\n+        provider_symbol=row[\\\"candidate_provider_symbol\\\"],\\n+        exchange=row[\\\"candidate_exchange\\\"],\\n+        currency=row[\\\"candidate_currency\\\"],\\n+        name=row[\\\"candidate_name\\\"],\\n+        isin=row[\\\"isin\\\"],\\n+        asset_class=row[\\\"candidate_asset_class\\\"],\\n+        is_hedged=True if row[\\\"candidate_is_hedged\\\"] == 1 else False if row[\\\"candidate_is_hedged\\\"] == 0 else None,\\n+        hedged_to_currency=row[\\\"candidate_hedged_to_currency\\\"],\\n+        hedge_status=row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n+        instrument_status=row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n+        valuation_policy=row[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n+        evidence_source=row[\\\"evidence_source\\\"] or \\\"provider_lookup\\\",\\n+        evidence_note=row[\\\"evidence_note\\\"] or \\\"\\\",\\n+    )\\n+\\n+\\n+def recalculate_candidate_rankings(conn: Connection, *, instrument_ids: list[str] | None = None) -> dict[str, int]:\\n+    clauses = []\\n+    params: list[object] = []\\n+    if instrument_ids:\\n+        clauses.append(\\\"c.instrument_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in instrument_ids) + \\\")\\\")\\n+        params.extend(instrument_ids)\\n+    where = \\\" WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n+    rows = conn.execute(\\n+        \\\"\\\"\\\"\\n+        SELECT c.*, i.asset_class AS instrument_asset_class, i.name AS instrument_name,\\n+               i.ticker AS instrument_ticker, i.exchange AS instrument_exchange,\\n+               i.currency AS instrument_currency, i.trading_currency AS instrument_trading_currency,\\n+               i.hedge_status AS instrument_hedge_status, i.instrument_status AS source_instrument_status\\n+        FROM instrument_price_mapping_candidates c\\n+        JOIN instruments i ON i.instrument_id=c.instrument_id\\n+        \\\"\\\"\\\" + where,\\n+        tuple(params),\\n+    ).fetchall()\\n+    counts: dict[str, int] = {}\\n+    for row in rows:\\n+        counts[row[\\\"instrument_id\\\"]] = counts.get(row[\\\"instrument_id\\\"], 0) + 1\\n+    summary = {\\\"candidates_total\\\": len(rows), \\\"rank_high\\\": 0, \\\"rank_medium\\\": 0, \\\"rank_low\\\": 0, \\\"multiple_listings_same_isin\\\": 0, \\\"currency_mismatch\\\": 0, \\\"hedge_status_unknown\\\": 0, \\\"instrument_status_unknown\\\": 0, \\\"candidate_review_required\\\": 0}\\n+    by_isin: dict[str, set[tuple[str, str]]] = {}\\n+    for row in rows:\\n+        inst = {\\n+            \\\"isin\\\": row[\\\"isin\\\"],\\n+            \\\"asset_class\\\": row[\\\"instrument_asset_class\\\"],\\n+            \\\"name\\\": row[\\\"instrument_name\\\"],\\n+            \\\"ticker\\\": row[\\\"instrument_ticker\\\"],\\n+            \\\"exchange\\\": row[\\\"instrument_exchange\\\"],\\n+            \\\"currency\\\": row[\\\"instrument_currency\\\"],\\n+            \\\"trading_currency\\\": row[\\\"instrument_trading_currency\\\"],\\n+        }\\n+        cand = _candidate_from_row(row)\\n+        ranking = rank_candidate(inst, cand, candidate_count=counts[row[\\\"instrument_id\\\"]])\\n+        if ranking.ranking_score >= 75:\\n+            summary[\\\"rank_high\\\"] += 1\\n+        elif ranking.ranking_score >= 50:\\n+            summary[\\\"rank_medium\\\"] += 1\\n+        else:\\n+            summary[\\\"rank_low\\\"] += 1\\n+        risk_flags = set(filter(None, ranking.risk_flags.split(\\\",\\\")))\\n+        if \\\"currency_mismatch\\\" in risk_flags:\\n+            summary[\\\"currency_mismatch\\\"] += 1\\n+        if (row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n+            summary[\\\"hedge_status_unknown\\\"] += 1\\n+        if (row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n+            summary[\\\"instrument_status_unknown\\\"] += 1\\n+        if row[\\\"review_status\\\"] in {\\\"proposed\\\", \\\"needs_manual_review\\\"}:\\n+            summary[\\\"candidate_review_required\\\"] += 1\\n+        if row[\\\"isin\\\"]:\\n+            by_isin.setdefault(row[\\\"isin\\\"], set()).add((row[\\\"candidate_exchange\\\"] or \\\"\\\", row[\\\"candidate_currency\\\"] or \\\"\\\"))\\n+        conn.execute(\\n+            \\\"\\\"\\\"\\n+            UPDATE instrument_price_mapping_candidates\\n+            SET ranking_score=?, ranking_reason=?, risk_flags=?, recommended_action=?, updated_at=?\\n+            WHERE candidate_id=?\\n+            \\\"\\\"\\\",\\n+            (ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action, utc_now(), row[\\\"candidate_id\\\"]),\\n+        )\\n+    summary[\\\"multiple_listings_same_isin\\\"] = sum(1 for listings in by_isin.values() if len(listings) > 1)\\n+    for instrument_id, count in counts.items():\\n+        if count:\\n+            create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"candidate_review_required\\\", message=\\\"Provider-symbol candidates exist but require manual selection before valuation.\\\", evidence={\\\"candidate_count\\\": count}, fingerprint=\\\"candidate_review_required\\\")\\n+    conn.commit()\\n+    return summary\\n+\\n+\\n def dedupe_missing_provider_symbol_alerts(conn: Connection) -> int:\\n     \\\"\\\"\\\"Keep one active mapping-quality alert per rule/instrument; resolve duplicate active rows.\\\"\\\"\\\"\\n     now = utc_now()\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_0tatbBLKjvaQN4sr4jpw0Z9K", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Organizing candidate data**\n\nI need to current candidates and realize there are no columns until the migrations are complete. This is a bit tricky, but I’ll be fine. I’ll have to export the data and then add some ranking fields for clarity. Sorting it out will help in understanding how these candidates stack up, but I want to ensure I'm doing it correctly while keeping everything organized. Let's get this right!", "finish_reason": "tool_calls", "reasoning_content": "**Organizing candidate data**\n\nI need to current candidates and realize there are no columns until the migrations are complete. This is a bit tricky, but I’ll be fine. I’ll have to export the data and then add some ranking fields for clarity. Sorting it out will help in understanding how these candidates stack up, but I want to ensure I'm doing it correctly while keeping everything organized. Let's get this right!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByRRqCSnwh5nxiBUGOMisgI09coNQO--KLF6KCMrRrJDaBcE0xfgK1iode8qQ-P2VRAVcHoRpwhVyoZz55-F7MGFnoUlJjCcGlUpNnnx5MZnLSxGgiPvegWFK2s5VdTaKsvpGvKKoqnTRCF06006LGhhQjOjNXy66xo4tN7eql8LlMv6ZeFnORCLFYwnHSRvg3c1VgyYRqD8oJJDmkldcWPYCk-OihlvPznWtuFAUlAI5FH_qA_3dL7nIuJcYyqEf4wHdT9bXLYS7F1GHHJyknNAslZF5sPks2j1C-VGCE9jtcyT2W0PxMqqgz4yvxuoqigjHx6ksLN6hofEtbEZZ-hIy-7e_MFo5OzNnYFI_5mX57wTGF0NmArlts2FUaOJHjQG9L00OLQuliQE-VfO3wyRoCAvC-yhT5ta6k2ICzoTOefncqBLLhv5lbNVjQATIXGo4-bhxXbNmUDlKHggVBkqrXyABi0lh3UAp7LtwFetK_-OdNWMn3dO9gGE4rlz3McDfWpuphf40rhG4PTYPzjWKpPBtMRAjNIkn6yLI-vC3ePqWpK94l0ADoyFbONrD_FMGjPIZaa3DX_nURdiyVEVDCemXE6NHt_IbG4OG3F4_O0WOzCkgVEguKRSLMhPD8GeLsoT3lx9Yrxw0fzpGlUH5LxC6jCF0Em2Nh9yA6FL5mb3mvmlvsuorlrEw9BjiWAS0Z0IG1tKRjtQ6zB12MDuOACq55dWS34hQ4ap-7km_rbKNm_UAZaa0IIs0N5ICuDV7uZWgFM1d77CiZd-DwFaFQvM5bmrqxsi44aPcAxr4oKVYch1ruxQXRbDO7tmPTuSWR7nCdoWnDRGYAFAosTPDV1ij8bi6goxIfldJ5LL5j5l8FLnS7h3plpIuk463uhx7LREOIOm_MZ6ec_aNBwGYqwVRLBl0nakdWQKVP307aAyYEbVcEI-1UKDWknDJo1wZ86y-YO5ieM0c5WTQWKzvsagQuJIa-7hF7cwe6USqLJtkp1N6_QNb_Ujl-y4glNDMZ8Tqap8KjY4f1PLhXmaKOntvRT8zSmpfHJI7oPkCTg=", "id": "rs_0134d7700e125cf0016a07244deed48191a1d95ce8acecce2b", "summary": [{"type": "summary_text", "text": "**Organizing candidate data**\n\nI need to current candidates and realize there are no columns until the migrations are complete. This is a bit tricky, but I’ll be fine. I’ll have to export the data and then add some ranking fields for clarity. Sorting it out will help in understanding how these candidates stack up, but I want to ensure I'm doing it correctly while keeping everything organized. Let's get this right!"}]}], "tool_calls": [{"id": "call_X0xLWgF96fztoqIkNACSpnZJ", "call_id": "call_X0xLWgF96fztoqIkNACSpnZJ", "response_item_id": "fc_0134d7700e125cf0016a072451d148819182e4331f985fef00", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"               c.candidate_currency, c.confidence, c.ranking_score, c.ranking_reason,\\n               c.risk_flags, c.recommended_action, c.candidate_hedge_status,\",\"old_string\":\"               c.candidate_currency, c.confidence, c.candidate_hedge_status,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -586,7 +586,8 @@\\n         \\\"\\\"\\\"\\n         SELECT i.instrument_id, i.asset_class, i.name, i.isin, i.ticker, i.exchange, i.currency,\\n                c.candidate_provider, c.candidate_provider_symbol, c.candidate_exchange,\\n-               c.candidate_currency, c.confidence, c.candidate_hedge_status,\\n+               c.candidate_currency, c.confidence, c.ranking_score, c.ranking_reason,\\n+               c.risk_flags, c.recommended_action, c.candidate_hedge_status,\\n                c.candidate_instrument_status, c.evidence_source, c.evidence_note,\\n                c.review_status\\n         FROM instruments i\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_X0xLWgF96fztoqIkNACSpnZJ", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_IeTtDfbS0VJ87Cfyx0Eldl3F", "call_id": "call_IeTtDfbS0VJ87Cfyx0Eldl3F", "response_item_id": "fc_0134d7700e125cf0016a0724586bec81918cb30e494d99e218", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        ORDER BY i.isin, i.name, c.ranking_score DESC, c.confidence, c.candidate_provider\",\"old_string\":\"        ORDER BY i.isin, i.name, c.confidence, c.candidate_provider\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -599,7 +599,7 @@\\n               AND COALESCE(is_voided,0)=0\\n               AND instrument_id IS NOT NULL\\n         )\\n-        ORDER BY i.isin, i.name, c.confidence, c.candidate_provider\\n+        ORDER BY i.isin, i.name, c.ranking_score DESC, c.confidence, c.candidate_provider\\n         \\\"\\\"\\\"\\n     ).fetchall()\\n     fields = [\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_IeTtDfbS0VJ87Cfyx0Eldl3F", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_wPWKbM8iKXAs5C9wUf29679y", "call_id": "call_wPWKbM8iKXAs5C9wUf29679y", "response_item_id": "fc_0134d7700e125cf0016a07245ea658819189ccbf15181f85ae", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        \\\"candidate_provider\\\", \\\"candidate_provider_symbol\\\", \\\"candidate_exchange\\\", \\\"candidate_currency\\\",\\n        \\\"confidence\\\", \\\"ranking_score\\\", \\\"ranking_reason\\\", \\\"risk_flags\\\", \\\"recommended_action\\\", \\\"hedge_status_candidate\\\", \\\"instrument_status_candidate\\\", \\\"evidence_source\\\",\",\"old_string\":\"        \\\"candidate_provider\\\", \\\"candidate_provider_symbol\\\", \\\"candidate_exchange\\\", \\\"candidate_currency\\\",\\n        \\\"confidence\\\", \\\"hedge_status_candidate\\\", \\\"instrument_status_candidate\\\", \\\"evidence_source\\\",\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -605,7 +605,7 @@\\n     fields = [\\n         \\\"instrument_id\\\", \\\"asset_class\\\", \\\"name\\\", \\\"isin\\\", \\\"ticker\\\", \\\"exchange\\\", \\\"currency\\\",\\n         \\\"candidate_provider\\\", \\\"candidate_provider_symbol\\\", \\\"candidate_exchange\\\", \\\"candidate_currency\\\",\\n-        \\\"confidence\\\", \\\"hedge_status_candidate\\\", \\\"instrument_status_candidate\\\", \\\"evidence_source\\\",\\n+        \\\"confidence\\\", \\\"ranking_score\\\", \\\"ranking_reason\\\", \\\"risk_flags\\\", \\\"recommended_action\\\", \\\"hedge_status_candidate\\\", \\\"instrument_status_candidate\\\", \\\"evidence_source\\\",\\n         \\\"evidence_note\\\", \\\"review_status\\\", \\\"reviewer_decision\\\", \\\"reviewer_note\\\",\\n     ]\\n     with path.open(\\\"w\\\", newline=\\\"\\\", encoding=\\\"utf-8\\\") as handle:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_wPWKbM8iKXAs5C9wUf29679y", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Psd1c4z00BUka1DH7Gqahk59", "call_id": "call_Psd1c4z00BUka1DH7Gqahk59", "response_item_id": "fc_0134d7700e125cf0016a07246508008191990aeec61b53a473", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"                \\\"confidence\\\": row[\\\"confidence\\\"], \\\"ranking_score\\\": row[\\\"ranking_score\\\"] or 0,\\n                \\\"ranking_reason\\\": row[\\\"ranking_reason\\\"] or \\\"\\\", \\\"risk_flags\\\": row[\\\"risk_flags\\\"] or \\\"\\\",\\n                \\\"recommended_action\\\": row[\\\"recommended_action\\\"] or \\\"needs_manual_review\\\", \\\"hedge_status_candidate\\\": row[\\\"candidate_hedge_status\\\"],\",\"old_string\":\"                \\\"confidence\\\": row[\\\"confidence\\\"], \\\"hedge_status_candidate\\\": row[\\\"candidate_hedge_status\\\"],\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -617,7 +617,9 @@\\n                 \\\"isin\\\": row[\\\"isin\\\"], \\\"ticker\\\": row[\\\"ticker\\\"], \\\"exchange\\\": row[\\\"exchange\\\"], \\\"currency\\\": row[\\\"currency\\\"],\\n                 \\\"candidate_provider\\\": row[\\\"candidate_provider\\\"], \\\"candidate_provider_symbol\\\": row[\\\"candidate_provider_symbol\\\"],\\n                 \\\"candidate_exchange\\\": row[\\\"candidate_exchange\\\"], \\\"candidate_currency\\\": row[\\\"candidate_currency\\\"],\\n-                \\\"confidence\\\": row[\\\"confidence\\\"], \\\"hedge_status_candidate\\\": row[\\\"candidate_hedge_status\\\"],\\n+                \\\"confidence\\\": row[\\\"confidence\\\"], \\\"ranking_score\\\": row[\\\"ranking_score\\\"] or 0,\\n+                \\\"ranking_reason\\\": row[\\\"ranking_reason\\\"] or \\\"\\\", \\\"risk_flags\\\": row[\\\"risk_flags\\\"] or \\\"\\\",\\n+                \\\"recommended_action\\\": row[\\\"recommended_action\\\"] or \\\"needs_manual_review\\\", \\\"hedge_status_candidate\\\": row[\\\"candidate_hedge_status\\\"],\\n                 \\\"instrument_status_candidate\\\": row[\\\"candidate_instrument_status\\\"], \\\"evidence_source\\\": row[\\\"evidence_source\\\"],\\n                 \\\"evidence_note\\\": row[\\\"evidence_note\\\"], \\\"review_status\\\": row[\\\"review_status\\\"],\\n                 \\\"reviewer_decision\\\": \\\"\\\", \\\"reviewer_note\\\": \\\"\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Psd1c4z00BUka1DH7Gqahk59", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByRs9aIKAl5Y1pQXDyL22NPUHFUndJnCgm-sdxuSknIaH5XB0cMnTu82mmIa6PHjACSH3sWvYISl7M9gH2W_ZpaqR078NG6rzxHf0JUyyiRfTC8EGGQuEYZvlP4wkpri2W6Q27HUnVdpVSfBvKV2x_nXCkUdoyaGwle7QxVXdFORRil2xPx8yC1zKOH5Qldp9VU1DjPukH3fvb1HDywSbfk1z8V3dtViCBl_7Uk7SyRGUG6BJW_j6_MNDkjZYq0jASES6gV_pxBD8nWzENjJAsMrynOxuxghQAXDOvmj_1eT8wuALE6JR2lKBnCbmIvRBIZDUPTXXqNYh2ptZMGTXSRhL-ir3A6Cood7vPg1zbybjrI5cqsSd32jJN1ELZErUZitrrKsMXItVw4OeXlLYbRpm9yRwlyukhUYuk-cRLgIrLVTnqIH8bSb4dp6cMWDBdOmKZ3elKlclALT9lR6UDvZf_Dbk8k0U5jMDUK4wa9pAGdTPFTMgtW2_HyI0xbxXO5-0tnynw9G-CQFSsKU-gapcVZoKrl9kPu7N_vryMDS7NCcc6EW8pbg63fCnncTfwamPHK5joz8sBupZv5Jgfh3qi3Clfgil6yLh8xbYbM86TVfbqKT_ZwojQ8FNzpqEFN-RT33emWTkqnEuvB1PpzLAPv7kwn7sYNuI-fZA02361UoOj_pEhFgtsdBfAySeKK678mTX04C8L8s9mqKLwjU9FnKWtH9dIhuwH3KOtf2ZhXAwnYibiNFDyhg6e0FWX9CL-YeykDH2jfgqYrG5NMvzmTnPkUirQafo8tOqpbz0g7GOEsPJti_8MvAIpEJnrtsQwal5jwjzMTrOpXNOqlsYjZSzJ-IdhjDG0rmkgGxBKDC8b_WtlMRM1E_ywOKceB6Pe8Qk9EdtppbCw8c9ca9fDjlQc4HqZDr5jL4dAZLIraudjYllTxFYsLn9OyHsH3i4PnKUOfbzc6rlDpnfO0-1Q==", "id": "rs_0134d7700e125cf0016a07246c2878819189119e8db1148e0b", "summary": []}], "tool_calls": [{"id": "call_itgt4QaQYdbmdnkwA7lbNh1I", "call_id": "call_itgt4QaQYdbmdnkwA7lbNh1I", "response_item_id": "fc_0134d7700e125cf0016a07246cbf508191be4d1cb82ae6f9dc", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def export_mapping_decision_pack(conn: Connection, *, output_path: str | Path, top_n: int = 5) -> dict[str, int | str | bool]:\\n    path = Path(output_path).expanduser().resolve()\\n    path.parent.mkdir(parents=True, exist_ok=True)\\n    instruments = conn.execute(\\n        \\\"\\\"\\\"\\n        SELECT DISTINCT i.instrument_id, i.name, i.isin, i.ticker, i.exchange, i.currency\\n        FROM instruments i\\n        JOIN transactions t ON t.instrument_id=i.instrument_id\\n        WHERE t.transaction_type='initial_position_snapshot'\\n          AND t.source_type='broker_import_reviewed_snapshot'\\n          AND COALESCE(t.is_voided,0)=0\\n        ORDER BY i.isin, i.name\\n        \\\"\\\"\\\"\\n    ).fetchall()\\n    lines = [\\\"# Mapping Candidate Decision Pack\\\", \\\"\\\", \\\"Runtime-only review aid. Contains no quantities, values, prices, account balances or portfolio weights.\\\", \\\"\\\"]\\n    total_candidates = 0\\n    instruments_with_top = 0\\n    for inst in instruments:\\n        candidates = conn.execute(\\n            \\\"\\\"\\\"\\n            SELECT candidate_provider, candidate_provider_symbol, candidate_exchange, candidate_currency,\\n                   candidate_name, isin, candidate_hedge_status, candidate_instrument_status,\\n                   confidence, ranking_score, ranking_reason, risk_flags, recommended_action\\n            FROM instrument_price_mapping_candidates\\n            WHERE instrument_id=? AND review_status IN ('proposed','needs_manual_review')\\n            ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n            \\\"\\\"\\\",\\n            (inst[\\\"instrument_id\\\"],),\\n        ).fetchall()\\n        total_candidates += len(candidates)\\n        if candidates:\\n            instruments_with_top += 1\\n        lines.extend([f\\\"## Instrument {inst['instrument_id']}\\\", \\\"\\\", f\\\"- Name: {inst['name'] or ''}\\\", f\\\"- ISIN: {inst['isin'] or ''}\\\", f\\\"- Source ticker: {inst['ticker'] or ''}\\\", f\\\"- Source exchange: {inst['exchange'] or ''}\\\", f\\\"- Source currency: {inst['currency'] or ''}\\\", f\\\"- Candidate count: {len(candidates)}\\\", \\\"\\\", \\\"### Top Candidates\\\", \\\"\\\"])\\n        for idx, row in enumerate(candidates[:top_n], start=1):\\n            lines.extend([\\n                f\\\"#### Candidate {idx}\\\",\\n                f\\\"- Provider: {row['candidate_provider'] or ''}\\\",\\n                f\\\"- Provider-Symbol: {row['candidate_provider_symbol'] or ''}\\\",\\n                f\\\"- Name: {row['candidate_name'] or ''}\\\",\\n                f\\\"- ISIN: {row['isin'] or ''}\\\",\\n                f\\\"- Exchange: {row['candidate_exchange'] or ''}\\\",\\n                f\\\"- Währung: {row['candidate_currency'] or ''}\\\",\\n                f\\\"- Closing/Price Currency: {row['candidate_currency'] or ''}\\\",\\n                f\\\"- Hedge-Status: {row['candidate_hedge_status'] or 'unknown'}\\\",\\n                f\\\"- Instrument-Status: {row['candidate_instrument_status'] or 'unknown'}\\\",\\n                f\\\"- Confidence: {row['confidence'] or ''}\\\",\\n                f\\\"- Ranking Score: {row['ranking_score'] or 0}\\\",\\n                f\\\"- Recommended Action: {row['recommended_action'] or 'needs_manual_review'}\\\",\\n                f\\\"- Ranking Reason: {row['ranking_reason'] or ''}\\\",\\n                f\\\"- Risk Flags: {row['risk_flags'] or ''}\\\",\\n                \\\"- Reviewer Decision: \\\",\\n                \\\"- Reviewer Note: \\\",\\n                \\\"\\\",\\n            ])\\n    path.write_text(\\\"\\\\n\\\".join(lines), encoding=\\\"utf-8\\\")\\n    return {\\\"output_path\\\": str(path), \\\"instrument_count\\\": len(instruments), \\\"candidate_rows\\\": total_candidates, \\\"instruments_with_top_candidates\\\": instruments_with_top, \\\"top_candidates_present\\\": instruments_with_top == len(instruments) if instruments else False}\\n\\n\\ndef select_mapping_candidate(conn: Connection, *, candidate_id: str, note: str, created_by: str = \\\"system\\\") -> str:\",\"old_string\":\"def select_mapping_candidate(conn: Connection, *, candidate_id: str, note: str, created_by: str = \\\"system\\\") -> str:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -627,6 +627,64 @@\\n     return {\\\"output_path\\\": str(path), \\\"rows\\\": len(rows), \\\"candidate_rows\\\": sum(1 for r in rows if r[\\\"candidate_provider_symbol\\\"]), \\\"instrument_count\\\": len({r[\\\"instrument_id\\\"] for r in rows})}\\n \\n \\n+def export_mapping_decision_pack(conn: Connection, *, output_path: str | Path, top_n: int = 5) -> dict[str, int | str | bool]:\\n+    path = Path(output_path).expanduser().resolve()\\n+    path.parent.mkdir(parents=True, exist_ok=True)\\n+    instruments = conn.execute(\\n+        \\\"\\\"\\\"\\n+        SELECT DISTINCT i.instrument_id, i.name, i.isin, i.ticker, i.exchange, i.currency\\n+        FROM instruments i\\n+        JOIN transactions t ON t.instrument_id=i.instrument_id\\n+        WHERE t.transaction_type='initial_position_snapshot'\\n+          AND t.source_type='broker_import_reviewed_snapshot'\\n+          AND COALESCE(t.is_voided,0)=0\\n+        ORDER BY i.isin, i.name\\n+        \\\"\\\"\\\"\\n+    ).fetchall()\\n+    lines = [\\\"# Mapping Candidate Decision Pack\\\", \\\"\\\", \\\"Runtime-only review aid. Contains no quantities, values, prices, account balances or portfolio weights.\\\", \\\"\\\"]\\n+    total_candidates = 0\\n+    instruments_with_top = 0\\n+    for inst in instruments:\\n+        candidates = conn.execute(\\n+            \\\"\\\"\\\"\\n+            SELECT candidate_provider, candidate_provider_symbol, candidate_exchange, candidate_currency,\\n+                   candidate_name, isin, candidate_hedge_status, candidate_instrument_status,\\n+                   confidence, ranking_score, ranking_reason, risk_flags, recommended_action\\n+            FROM instrument_price_mapping_candidates\\n+            WHERE instrument_id=? AND review_status IN ('proposed','needs_manual_review')\\n+            ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n+            \\\"\\\"\\\",\\n+            (inst[\\\"instrument_id\\\"],),\\n+        ).fetchall()\\n+        total_candidates += len(candidates)\\n+        if candidates:\\n+            instruments_with_top += 1\\n+        lines.extend([f\\\"## Instrument {inst['instrument_id']}\\\", \\\"\\\", f\\\"- Name: {inst['name'] or ''}\\\", f\\\"- ISIN: {inst['isin'] or ''}\\\", f\\\"- Source ticker: {inst['ticker'] or ''}\\\", f\\\"- Source exchange: {inst['exchange'] or ''}\\\", f\\\"- Source currency: {inst['currency'] or ''}\\\", f\\\"- Candidate count: {len(candidates)}\\\", \\\"\\\", \\\"### Top Candidates\\\", \\\"\\\"])\\n+        for idx, row in enumerate(candidates[:top_n], start=1):\\n+            lines.extend([\\n+                f\\\"#### Candidate {idx}\\\",\\n+                f\\\"- Provider: {row['candidate_provider'] or ''}\\\",\\n+                f\\\"- Provider-Symbol: {row['candidate_provider_symbol'] or ''}\\\",\\n+                f\\\"- Name: {row['candidate_name'] or ''}\\\",\\n+                f\\\"- ISIN: {row['isin'] or ''}\\\",\\n+                f\\\"- Exchange: {row['candidate_exchange'] or ''}\\\",\\n+                f\\\"- Währung: {row['candidate_currency'] or ''}\\\",\\n+                f\\\"- Closing/Price Currency: {row['candidate_currency'] or ''}\\\",\\n+                f\\\"- Hedge-Status: {row['candidate_hedge_status'] or 'unknown'}\\\",\\n+                f\\\"- Instrument-Status: {row['candidate_instrument_status'] or 'unknown'}\\\",\\n+                f\\\"- Confidence: {row['confidence'] or ''}\\\",\\n+                f\\\"- Ranking Score: {row['ranking_score'] or 0}\\\",\\n+                f\\\"- Recommended Action: {row['recommended_action'] or 'needs_manual_review'}\\\",\\n+                f\\\"- Ranking Reason: {row['ranking_reason'] or ''}\\\",\\n+                f\\\"- Risk Flags: {row['risk_flags'] or ''}\\\",\\n+                \\\"- Reviewer Decision: \\\",\\n+                \\\"- Reviewer Note: \\\",\\n+                \\\"\\\",\\n+            ])\\n+    path.write_text(\\\"\\\\n\\\".join(lines), encoding=\\\"utf-8\\\")\\n+    return {\\\"output_path\\\": str(path), \\\"instrument_count\\\": len(instruments), \\\"candidate_rows\\\": total_candidates, \\\"instruments_with_top_candidates\\\": instruments_with_top, \\\"top_candidates_present\\\": instruments_with_top == len(instruments) if instruments else False}\\n+\\n+\\n def select_mapping_candidate(conn: Connection, *, candidate_id: str, note: str, created_by: str = \\\"system\\\") -> str:\\n     if not note.strip():\\n         raise ValueError(\\\"candidate selection requires a note\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_itgt4QaQYdbmdnkwA7lbNh1I", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Resolving catalog issues**\n\nI need to select an update for the catalog and handle the candidate review requirement. I'm considering importing the catalog within the function to prevent circular imports since candidates would circularly import the catalog. I think it makes sense to do a local import inside the select function. I might add this after mapping the data. Overall, I just know I need those catalog updates handled properly!", "finish_reason": "tool_calls", "reasoning_content": "**Resolving catalog issues**\n\nI need to select an update for the catalog and handle the candidate review requirement. I'm considering importing the catalog within the function to prevent circular imports since candidates would circularly import the catalog. I think it makes sense to do a local import inside the select function. I might add this after mapping the data. Overall, I just know I need those catalog updates handled properly!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBySFHkWT0eLV42fK1RDIXw3gGOgrQMN_pLgiaeuGtvs8PfWIsjjEtJgYArhABb2TItBG-6upQu0802OKI9cxEDy7GtnF6gzwQGZCPu5Y0iLFrE-WBYPLiRUYhWKajTuf2y8IZey6BwDCMwR-M0mTYi-LfYY2PGY7ssIZLOkOTMgEQyTE83fYB-lbPJgjsJ3RZA-tGzObxaerJtmDigv60697zf76333bOlmGtmgOUIqnfF4MwpDMgvViIwR2KEekcbPW44m8qzHg8u_99MDH6vFBhzr22rwgUWCa-KABBL-_d07Hmp3rGsg4JReh6d_EH-Gr1l4BzITDD6R_olZHx9AUy_3Ai9dPcj9MMJHbLMgX34yHHswL0VEIT5-F851n68lRjKD88RwCx6VGNYYC9y3FeeZZMVWA-B7Q9olf3xAll_HjRn8r8yeXF4aLhGIRvDDxUn6b5TdX6iKCWqCMjjwXbl1f5VLqi5VzWMf3k-sDmpbWqM5CeKHioLtoIvfRMv_M0FqNZJBQqCzZHIypy9TsfjqJX974o-Ke3cvQDGDa3LuIllg8A7nCUepwRgbnBz3rr4EEMo5lnUrSr-5gYX6T_md1RSmGMLrjDy0ArU6rySsyaTqaxU0Hp9FHyiH8ramIUIIupZePN7AISQUi2MlZyxj-YbQyxE_vgrX3h2eV5v2lcOnpMwo_nq9lNWN5yCAX2UMpvnn7zEehjY1DOohiCLjVEQazQ-0MZRWKSiG7_VuaK8wQq7Eqm5SPw7bMP7gcw_8k7LFHx4jIRzpK8rA3KYnW2vIZX4wDF3T7k18djx2mObpc3pF04NzSKwa03VZFtstlP-F1S0P4PVFnjU9R1sPlb99z7ju8BWgOTMMVpnIQLQBUEkWgRPb9nK-xArEU_VU63GvLbzy1vvv4CGQzCSXKqZ4zmwQimv5OtkqCwoCJGlVfISeYKEPmypCTMsHE4hMTPd3r7mA-x9bTmHPd6sVWwaqHACSSztl0y2flAUeo8_nR_S948OzoEI5T-K0PBkwTrgNA_p_g9U8pvS1l48K1Xckp54h5Eqj04bQ4QeaTQOJtl9zNFyYG2f8FSGEjbvzwHkj4M43svzKW-RnV-e9OFMy-Lyh2iTYO23jO4XZm_KoqFcgR5BedCfO0QZBqMwJcUN_XoxEWXnmB5KaOLYu3ZfnOZlm9VOp2WCmIDEwgElJQ9ulfzOps55n8JXGD2xa-46fbsePSE0K5J2uOyuVuITglawCfNtLCSxzgTKJzFvjK-qWPk1iMGbgEPLW-", "id": "rs_0134d7700e125cf0016a07248375748191aacc14313bc67d2a", "summary": [{"type": "summary_text", "text": "**Resolving catalog issues**\n\nI need to select an update for the catalog and handle the candidate review requirement. I'm considering importing the catalog within the function to prevent circular imports since candidates would circularly import the catalog. I think it makes sense to do a local import inside the select function. I might add this after mapping the data. Overall, I just know I need those catalog updates handled properly!"}]}], "tool_calls": [{"id": "call_9ZUQeHhoNcxjrEAKdzjIp1sH", "call_id": "call_9ZUQeHhoNcxjrEAKdzjIp1sH", "response_item_id": "fc_0134d7700e125cf0016a072485b9e081919d1ce8e9b2f14021", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    now = utc_now()\\n    try:\\n        from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n        inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (cand[\\\"instrument_id\\\"],)).fetchone()\\n        upsert_catalog_entry(\\n            conn,\\n            CatalogEntryInput(\\n                asset_class=(cand[\\\"candidate_asset_class\\\"] or inst[\\\"asset_class\\\"] or \\\"equity\\\"),\\n                name=cand[\\\"candidate_name\\\"] or inst[\\\"name\\\"],\\n                isin=cand[\\\"isin\\\"] or inst[\\\"isin\\\"],\\n                ticker=inst[\\\"ticker\\\"],\\n                exchange=cand[\\\"candidate_exchange\\\"],\\n                trading_currency=cand[\\\"candidate_currency\\\"],\\n                instrument_currency=cand[\\\"candidate_currency\\\"] or inst[\\\"currency\\\"],\\n                provider=cand[\\\"candidate_provider\\\"],\\n                provider_symbol=cand[\\\"candidate_provider_symbol\\\"],\\n                provider_market=cand[\\\"candidate_exchange\\\"],\\n                is_currency_hedged=True if cand[\\\"candidate_hedge_status\\\"] == \\\"hedged\\\" else False if cand[\\\"candidate_hedge_status\\\"] == \\\"unhedged\\\" else None,\\n                hedged_to_currency=cand[\\\"candidate_hedged_to_currency\\\"],\\n                hedge_status=cand[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n                instrument_status=cand[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n                valuation_policy=cand[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n                source=\\\"mapping_candidate_review\\\",\\n                source_confidence=cand[\\\"confidence\\\"] or \\\"low\\\",\\n                notes=\\\"Created/updated from confirmed mapping candidate; no portfolio amounts included.\\\",\\n            ),\\n            note=note,\\n            created_by=created_by,\\n        )\\n    except Exception:\\n        # Mapping confirmation already wrote the authoritative mapping; catalog update is best-effort and audited by upsert when it succeeds.\\n        pass\\n    conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='selected', updated_at=? WHERE candidate_id=?\\\", (now, candidate_id))\",\"old_string\":\"    now = utc_now()\\n    conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='selected', updated_at=? WHERE candidate_id=?\\\", (now, candidate_id))\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -709,6 +709,37 @@\\n         created_by=created_by,\\n     )\\n     now = utc_now()\\n+    try:\\n+        from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n+        inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (cand[\\\"instrument_id\\\"],)).fetchone()\\n+        upsert_catalog_entry(\\n+            conn,\\n+            CatalogEntryInput(\\n+                asset_class=(cand[\\\"candidate_asset_class\\\"] or inst[\\\"asset_class\\\"] or \\\"equity\\\"),\\n+                name=cand[\\\"candidate_name\\\"] or inst[\\\"name\\\"],\\n+                isin=cand[\\\"isin\\\"] or inst[\\\"isin\\\"],\\n+                ticker=inst[\\\"ticker\\\"],\\n+                exchange=cand[\\\"candidate_exchange\\\"],\\n+                trading_currency=cand[\\\"candidate_currency\\\"],\\n+                instrument_currency=cand[\\\"candidate_currency\\\"] or inst[\\\"currency\\\"],\\n+                provider=cand[\\\"candidate_provider\\\"],\\n+                provider_symbol=cand[\\\"candidate_provider_symbol\\\"],\\n+                provider_market=cand[\\\"candidate_exchange\\\"],\\n+                is_currency_hedged=True if cand[\\\"candidate_hedge_status\\\"] == \\\"hedged\\\" else False if cand[\\\"candidate_hedge_status\\\"] == \\\"unhedged\\\" else None,\\n+                hedged_to_currency=cand[\\\"candidate_hedged_to_currency\\\"],\\n+                hedge_status=cand[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n+                instrument_status=cand[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n+                valuation_policy=cand[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n+                source=\\\"mapping_candidate_review\\\",\\n+                source_confidence=cand[\\\"confidence\\\"] or \\\"low\\\",\\n+                notes=\\\"Created/updated from confirmed mapping candidate; no portfolio amounts included.\\\",\\n+            ),\\n+            note=note,\\n+            created_by=created_by,\\n+        )\\n+    except Exception:\\n+        # Mapping confirmation already wrote the authoritative mapping; catalog update is best-effort and audited by upsert when it succeeds.\\n+        pass\\n     conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='selected', updated_at=? WHERE candidate_id=?\\\", (now, candidate_id))\\n     conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='rejected', updated_at=? WHERE instrument_id=? AND candidate_id<>? AND review_status IN ('proposed','needs_manual_review')\\\", (now, cand[\\\"instrument_id\\\"], candidate_id))\\n     record_audit_event(\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_9ZUQeHhoNcxjrEAKdzjIp1sH", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Evaluating function commits**\n\nI’m thinking about potential upsert commits in mid function, which sounds like it could be important. I need to figure out how to resolve the add candidate review required aspect, which might involve checking details to ensure everything aligns correctly. It feels like there’s a bit to untangle here, but I'll focus on getting it right so I can move forward confidently with this function. Let me just take a closer look at the specifics!", "finish_reason": "tool_calls", "reasoning_content": "**Evaluating function commits**\n\nI’m thinking about potential upsert commits in mid function, which sounds like it could be important. I need to figure out how to resolve the add candidate review required aspect, which might involve checking details to ensure everything aligns correctly. It feels like there’s a bit to untangle here, but I'll focus on getting it right so I can move forward confidently with this function. Let me just take a closer look at the specifics!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBySW72K_O1arTkNfmErETL_Q77OU2zUNWGnS-aksHDGrVs5MHm13CWoU98b4sEBt_OZLOOtRhjnJRGIoYF_-q1L6GeVAI5m10hJhxAVEJ1IpkPwQmf79kVXFqykc7WxqIuxXtLtKTRjf-NSVubanFYvphVJDRquU9_20UDDFEXWmiligxGjYzOiQcVPz3iVMI6ZlSKRjkdgRmXtIG_yp8JKAeAIeUP8clzF0dR9HlYVsIPvN-QR-p8WudJfDnPa8h0mc1UR2kvuPWH-_8uT6xjP5gJnAPmgnP-bZC9g3g1ez5OzWiCbUBavVST1iVf2ZepvZgZzmce7B3wmNTJJ9PGvJDONHoBvCBXKmktgpPPOk5EKWV6ZPd5DeNMcdDGd9-leTB17iIe1f2QBph4RXW081BXOPLxdh-0ob7wD5Ow6MZE2AwrWD3p_kjlUIOV5PwOXArJrKfmw0JTrP0ppOftZccjCnpEqXNOtCSxQJI4uoDPiCejYUkenlU1-7XTGsMFqJfSZ1UDCKxF1JbBucZAEhb8kPYQZKQllDjjJmQDfoOUsLSALlfKlIubbkEMMPAD8dqd21-fdAun2lbmovEZk-Tg4ddVKyfgLizG9loK8Xl3xh3kuhg1EqfkV4kJ1STQERWZz_BSJJOjaGKuj_3dF6KGDoM3dbNwDHwEUNDHjPBXm1lgxiQmzHbmb4K2uB4xZi8epi6ZhR8e6KwV9Sb2lfSxFIuj49AZ717FapNMXLFhPetEzqsYuxw8PQj_9U4m4l9yjKkihA5aXIYQXza6PoAA0v3TGphzzBy0dJZlbh9CxWZHI3dJVjue1mAmmgolVJIvAJONKEOroI2vgRnoZp4FgTmaXK9cF06OLoUv4UN1aNyexU9S5w2Mu6tSfXypk9RAlpOsbnBONYfqv-YWHe2iCUSU3e0t-em5I_HtCWvDM3R26bON3QW0qTzSyORi9zJEEVMlFZG2Xa1nc46kUPE8_ZKis4rijaMHYhM0xSaYnO8f2lWW7kUbukYBOMd5xe", "id": "rs_0134d7700e125cf0016a072493d75c8191bd6e4994429078a0", "summary": [{"type": "summary_text", "text": "**Evaluating function commits**\n\nI’m thinking about potential upsert commits in mid function, which sounds like it could be important. I need to figure out how to resolve the add candidate review required aspect, which might involve checking details to ensure everything aligns correctly. It feels like there’s a bit to untangle here, but I'll focus on getting it right so I can move forward confidently with this function. Let me just take a closer look at the specifics!"}]}], "tool_calls": [{"id": "call_BGfTvtAoGvIsMNTopK7Oxwqq", "call_id": "call_BGfTvtAoGvIsMNTopK7Oxwqq", "response_item_id": "fc_0134d7700e125cf0016a07249684c8819198c1cbac754a657a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    resolve_instrument_alerts(conn, instrument_id=cand[\\\"instrument_id\\\"], rule_ids=[\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\", \\\"candidate_review_required\\\"])\",\"old_string\":\"    resolve_instrument_alerts(conn, instrument_id=cand[\\\"instrument_id\\\"], rule_ids=[\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\"])\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\\n@@ -753,7 +753,7 @@\\n         confirmed=True,\\n         created_by=created_by,\\n     )\\n-    resolve_instrument_alerts(conn, instrument_id=cand[\\\"instrument_id\\\"], rule_ids=[\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\"])\\n+    resolve_instrument_alerts(conn, instrument_id=cand[\\\"instrument_id\\\"], rule_ids=[\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\", \\\"candidate_review_required\\\"])\\n     conn.commit()\\n     return mapping_id\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_BGfTvtAoGvIsMNTopK7Oxwqq", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBySbD56AxTPCzOZF1eKznY_41qPybgMNSvqp8Mfyg_3Wv-hFdNEblfgOuxQfvVpoLP9RoEUPYI5JCpVGjmL4abaUCRLjVWZ3pMw-iDUL2qzBYaUb9RPg2wBA193EXhaWYy226McSUMNcQzThVASU0tV7ysub4VqHl2AMpWmQ6Bu7QSYVpzmpehw9EgozS2NaJvHcK5pfEIi0AaqheUURnUEJNFRHXyucYKD2EWe0I73zq_rgvmIw6ZRFe3n66Nm0nOwWaqJaskzDj10xPD5_TiBfIQ5lX4HsTMFWEZzMtRrfx6Tx1VwVMruFQkAPxLajP4NZ2fom-CJ57VGmClTiJ0lWwpEMKez_5wUto2Jhe5pW-BS53NdWUu0fbA1_PdvLVK8RhGNnhV7EO68z2EVcDQgcnXrzs2im6QYsp9Jgu2-13zlUQJXE_W_Rd-9cFpy2led1qsspBVcWzqWkV0lUUJNcR_QF02wXNISDA8cqTAX_BoDlde0vUGBvv3iwZnGGDK0yBw7c_pexiCSmEiccmvn05nHn0Yr8p8olkATMgf4JKX0U5mADVhx2HqDrqkJed3ODiTqOrO-SXxDxWsV5vriL4nxvY-oTTCAoPKJ1bgCQr6sC7HpE-jPRCZ392XfJBXK7F1wBOBukyY0SPBLZmXRzlPnmkTe3HF8f8EvuUHd-XjWYttuI3Ywv3-Os_QVtVgtA3gu9eYTz76nhXNubOJm3mHq2TPiitjht3bvkKk5zduZSBWlrzANeDWOUN6mC-Ks9CJ3J9NleMncyb59xpa_xbBzzvZhrF0WZQ-GPrqsV46_h7JYplOQ8t1wZWVhqxXX9H8foyX0SdWVHjME4HMgfj4wLx16SAoeL_aGgAavy5qh0fDlnlfVxu4GtOCejngas-A8BW2LBgrcw35_FyCS9XF7nqSvi4cQEOVSED3oM_U7MSQUk2b4U7JWHxV0yPNAT", "id": "rs_0134d7700e125cf0016a07249b44708191b4b13403aa0f5748", "summary": []}], "tool_calls": [{"id": "call_dnunHFteqBlcNUdOLQvesLhW", "call_id": "call_dnunHFteqBlcNUdOLQvesLhW", "response_item_id": "fc_0134d7700e125cf0016a07249bb39881919c1a0e5d1b49ec06", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":280,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import argparse\\n     4|from decimal import Decimal\\n     5|from pathlib import Path\\n     6|\\n     7|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n     8|from jarvis_finance.fx.providers import MockFxProvider\\n     9|from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n    10|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n    11|from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_review_template, generate_mapping_candidates\\n    12|from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n    13|from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices\\n    14|from jarvis_finance.quality.data_quality import check_crypto_data_quality\\n    15|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n    16|from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup\\n    17|from jarvis_finance.storage.database import connect\\n    18|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n    19|\\n    20|\\n    21|def main(argv: list[str] | None = None) -> int:\\n    22|    parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n    23|    sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n    24|    sub.add_parser(\\\"init-db\\\")\\n    25|    sub.add_parser(\\\"migrate\\\")\\n    26|    scan = sub.add_parser(\\\"git-safety-scan\\\")\\n    27|    scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n    28|    prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n    29|    prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n    30|    prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n    31|    prices.add_argument(\\\"--sleep-seconds\\\", type=float, default=0.0)\\n    32|    prices.add_argument(\\\"--max-retries\\\", type=int, default=2)\\n    33|    prices.add_argument(\\\"--initial-backoff\\\", type=float, default=1.0)\\n    34|    prices.add_argument(\\\"--max-backoff\\\", type=float, default=8.0)\\n    35|    prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n    36|    prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n    37|    prices.add_argument(\\\"--only-symbol\\\")\\n    38|    prices.add_argument(\\\"--limit\\\", type=int)\\n    39|    prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    40|    dq = sub.add_parser(\\\"check-data-quality\\\")\\n    41|    dq.add_argument(\\\"--scope\\\", choices=[\\\"crypto\\\"], default=\\\"crypto\\\")\\n    42|    dq.add_argument(\\\"--resolve-fixed\\\", action=\\\"store_true\\\")\\n    43|    dq.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    44|    dq.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n    45|    dq.add_argument(\\\"--max-age-seconds\\\", type=int, default=86_400)\\n    46|    fx = sub.add_parser(\\\"update-fx-rates\\\")\\n    47|    fx.add_argument(\\\"--date\\\", dest=\\\"rate_date\\\")\\n    48|    fx.add_argument(\\\"--latest\\\", action=\\\"store_true\\\")\\n    49|    fx.add_argument(\\\"--missing-only\\\", action=\\\"store_true\\\")\\n    50|    fx.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    51|    fx.add_argument(\\\"--currency\\\", action=\\\"append\\\", dest=\\\"currencies\\\")\\n    52|    fx.add_argument(\\\"--mock-rate\\\", action=\\\"append\\\", default=[], help=\\\"Test-only BASE=RATE, e.g. USD=0.9\\\")\\n    53|    fx.add_argument(\\\"--recheck-transactions\\\", action=\\\"store_true\\\")\\n    54|    fx.add_argument(\\\"--source-type\\\")\\n    55|    market_prices = sub.add_parser(\\\"update-market-prices\\\")\\n    56|    market_prices.add_argument(\\\"--asset-class\\\", choices=[\\\"etf\\\", \\\"equity\\\"], required=True)\\n    57|    market_prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n    58|    market_prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n    59|    market_prices.add_argument(\\\"--only-isin\\\")\\n    60|    market_prices.add_argument(\\\"--limit\\\", type=int)\\n    61|    market_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    62|    market_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n    63|    market_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n    64|    catalog = sub.add_parser(\\\"prepare-instrument-catalog\\\")\\n    65|    catalog.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n    66|    catalog.add_argument(\\\"--limit\\\", type=int)\\n    67|    candidates = sub.add_parser(\\\"generate-mapping-candidates\\\")\\n    68|    candidates.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n    69|    candidates.add_argument(\\\"--limit\\\", type=int)\\n    70|    candidates.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    71|    candidates.add_argument(\\\"--public-lookup\\\", action=\\\"store_true\\\")\\n    72|    candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n    73|    candidates.add_argument(\\\"--template-path\\\")\\n    74|    candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n    75|    sub.add_parser(\\\"backup-runtime-db\\\")\\n    76|    restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n    77|    restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n    78|    restore.add_argument(\\\"--yes\\\", action=\\\"store_true\\\")\\n    79|    verify = sub.add_parser(\\\"verify-backup\\\")\\n    80|    verify.add_argument(\\\"--file\\\", required=True)\\n    81|    args = parser.parse_args(argv)\\n    82|\\n    83|    if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n    84|        settings = load_settings()\\n    85|        ensure_runtime_dirs(settings)\\n    86|        conn = connect(settings.db_path)\\n    87|        apply_migrations(conn)\\n    88|        print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n    89|        return 0\\n    90|    if args.command == \\\"git-safety-scan\\\":\\n    91|        findings = scan_path(Path(args.path))\\n    92|        if findings:\\n    93|            for finding in findings:\\n    94|                print(f\\\"{finding.path}: {finding.reason}\\\")\\n    95|            return 1\\n    96|        assert_safe(Path(args.path))\\n    97|        print(\\\"GIT_SAFETY_OK\\\")\\n    98|        return 0\\n    99|    if args.command == \\\"update-crypto-prices\\\":\\n   100|        settings = load_settings()\\n   101|        ensure_runtime_dirs(settings)\\n   102|        conn = connect(settings.db_path)\\n   103|        try:\\n   104|            apply_migrations(conn)\\n   105|            result = refresh_crypto_prices(\\n   106|                conn,\\n   107|                provider=CoinGeckoClient(\\n   108|                    max_retries=args.max_retries,\\n   109|                    initial_backoff_seconds=args.initial_backoff,\\n   110|                    max_backoff_seconds=args.max_backoff,\\n   111|                ),\\n   112|                currency=args.currency,\\n   113|                max_age_seconds=args.max_age_seconds,\\n   114|                only_missing=args.only_missing,\\n   115|                only_stale=args.only_stale,\\n   116|                only_symbol=args.only_symbol,\\n   117|                limit=args.limit,\\n   118|                dry_run=args.dry_run,\\n   119|                sleep_seconds=args.sleep_seconds,\\n   120|            )\\n   121|            print(\\n   122|                \\\"CRYPTO_PRICE_UPDATE \\\"\\n   123|                f\\\"currency={result.currency} total_assets={result.total_assets} \\\"\\n   124|                f\\\"updated={result.updated_count} cached={result.cached_count} \\\"\\n   125|                f\\\"skipped={result.skipped_count} stale={result.stale_count} \\\"\\n   126|                f\\\"warnings={result.warning_count} errors={result.error_count} \\\"\\n   127|                f\\\"assets_still_missing_local_price={result.missing_local_price_count} \\\"\\n   128|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   129|            )\\n   130|            return 1 if result.error_count else 0\\n   131|        finally:\\n   132|            conn.close()\\n   133|    if args.command == \\\"update-fx-rates\\\":\\n   134|        settings = load_settings()\\n   135|        ensure_runtime_dirs(settings)\\n   136|        conn = connect(settings.db_path)\\n   137|        try:\\n   138|            apply_migrations(conn)\\n   139|            if args.recheck_transactions:\\n   140|                result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)\\n   141|                print(\\n   142|                    \\\"FX_RECHECK \\\"\\n   143|                    f\\\"transactions={result.transaction_count} chf_positions={result.chf_positions} \\\"\\n   144|                    f\\\"foreign_currency_positions={result.foreign_currency_positions} \\\"\\n   145|                    f\\\"justified_missing_fx_alerts={result.justified_missing_fx_alerts} \\\"\\n   146|                    f\\\"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} \\\"\\n   147|                    f\\\"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} \\\"\\n   148|                    f\\\"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}\\\"\\n   149|                )\\n   150|                return 0\\n   151|            if not args.rate_date and not args.latest:\\n   152|                parser.error(\\\"update-fx-rates requires --date or --latest unless --recheck-transactions is used\\\")\\n   153|            mock_rates: dict[tuple[str, str, str], Decimal | None] = {}\\n   154|            for item in args.mock_rate:\\n   155|                base, rate = item.split(\\\"=\\\", 1)\\n   156|                mock_rates[(base.upper(), \\\"CHF\\\", args.rate_date or \\\"latest\\\")] = Decimal(rate)\\n   157|            currencies = args.currencies or sorted({r[\\\"currency_original\\\"] for r in conn.execute(\\\"SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL\\\").fetchall()})\\n   158|            provider = MockFxProvider(mock_rates)\\n   159|            result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or \\\"latest\\\", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)\\n   160|            print(\\n   161|                \\\"FX_RATE_UPDATE \\\"\\n   162|                f\\\"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} \\\"\\n   163|                f\\\"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} \\\"\\n   164|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   165|            )\\n   166|            return 1 if result.error_count else 0\\n   167|        finally:\\n   168|            conn.close()\\n   169|    if args.command == \\\"update-market-prices\\\":\\n   170|        settings = load_settings()\\n   171|        ensure_runtime_dirs(settings)\\n   172|        conn = connect(settings.db_path)\\n   173|        try:\\n   174|            apply_migrations(conn)\\n   175|            prices = {}\\n   176|            for item in args.mock_price:\\n   177|                symbol, price = item.split(\\\"=\\\", 1)\\n   178|                prices[symbol] = Decimal(price)\\n   179|            result = refresh_market_prices(\\n   180|                conn,\\n   181|                provider=MockEquityPriceProvider(prices),\\n   182|                asset_class=args.asset_class,\\n   183|                price_date=args.price_date,\\n   184|                only_missing=args.only_missing,\\n   185|                only_stale=args.only_stale,\\n   186|                only_isin=args.only_isin,\\n   187|                limit=args.limit,\\n   188|                dry_run=args.dry_run,\\n   189|            )\\n   190|            print(\\n   191|                \\\"MARKET_PRICE_UPDATE \\\"\\n   192|                f\\\"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} \\\"\\n   193|                f\\\"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} \\\"\\n   194|                f\\\"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}\\\"\\n   195|            )\\n   196|            return 1 if result.error_count else 0\\n   197|        finally:\\n   198|            conn.close()\\n   199|    if args.command == \\\"prepare-instrument-catalog\\\":\\n   200|        settings = load_settings()\\n   201|        ensure_runtime_dirs(settings)\\n   202|        conn = connect(settings.db_path)\\n   203|        try:\\n   204|            apply_migrations(conn)\\n   205|            rows = conn.execute(\\n   206|                \\\"\\\"\\\"\\n   207|                SELECT DISTINCT t.instrument_id\\n   208|                FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id\\n   209|                WHERE t.transaction_type='initial_position_snapshot'\\n   210|                  AND t.source_type='broker_import_reviewed_snapshot'\\n   211|                  AND COALESCE(t.is_voided,0)=0\\n   212|                  AND t.instrument_id IS NOT NULL\\n   213|                ORDER BY i.isin, i.name\\n   214|                \\\"\\\"\\\"\\n   215|            ).fetchall()\\n   216|            ids = [r[\\\"instrument_id\\\"] for r in rows]\\n   217|            if args.limit is not None:\\n   218|                ids = ids[:args.limit]\\n   219|            summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)\\n   220|            print(\\n   221|                \\\"INSTRUMENT_CATALOG_PREP \\\"\\n   222|                f\\\"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} \\\"\\n   223|                f\\\"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} \\\"\\n   224|                f\\\"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n   225|                f\\\"valuation_ready={summary['valuation_ready']}\\\"\\n   226|            )\\n   227|            return 0\\n   228|        finally:\\n   229|            conn.close()\\n   230|    if args.command == \\\"generate-mapping-candidates\\\":\\n   231|        settings = load_settings()\\n   232|        ensure_runtime_dirs(settings)\\n   233|        conn = connect(settings.db_path)\\n   234|        try:\\n   235|            apply_migrations(conn)\\n   236|            if args.dedupe_missing_provider_alerts:\\n   237|                resolved = dedupe_missing_provider_symbol_alerts(conn)\\n   238|            else:\\n   239|                resolved = 0\\n   240|            provider = CompositePublicLookupProvider() if args.public_lookup else EmptyLookupProvider()\\n   241|            result = generate_mapping_candidates(conn, provider=provider, source=args.source, limit=args.limit, dry_run=args.dry_run)\\n   242|            template = None\\n   243|            if args.export_template:\\n   244|                template_path = args.template_path or str(settings.runtime_paths.exports_dir / \\\"true_wealth_mapping_review_template.csv\\\")\\n   245|                template = export_mapping_review_template(conn, output_path=template_path)\\n   246|            print(\\n   247|                \\\"MAPPING_CANDIDATES \\\"\\n   248|                f\\\"instruments_total={result.instruments_total} candidates_found={result.candidates_found} \\\"\\n   249|                f\\\"high={result.high_confidence} medium={result.medium_confidence} low={result.low_confidence} \\\"\\n   250|                f\\\"instruments_without_candidate={result.instruments_without_candidate} \\\"\\n   251|                f\\\"hedge_unknown={result.instruments_with_hedge_unknown} instrument_status_unknown={result.instruments_with_status_unknown} \\\"\\n   252|                f\\\"provider_lookup_unavailable={result.provider_lookup_unavailable} ambiguous={result.ambiguous_provider_mapping} \\\"\\n   253|                f\\\"deduped_missing_provider_alerts={resolved} \\\"\\n   254|                f\\\"template_updated={str(bool(template)).lower()} template_instruments={template['instrument_count'] if template else 0} template_candidates={template['candidate_rows'] if template else 0} \\\"\\n   255|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   256|            )\\n   257|            return 0\\n   258|        finally:\\n   259|            conn.close()\\n   260|    if args.command == \\\"check-data-quality\\\":\\n   261|        settings = load_settings()\\n   262|        ensure_runtime_dirs(settings)\\n   263|        conn = connect(settings.db_path)\\n   264|        try:\\n   265|            apply_migrations(conn)\\n   266|            result = check_crypto_data_quality(\\n   267|                conn,\\n   268|                currency=args.currency,\\n   269|                max_age_seconds=args.max_age_seconds,\\n   270|                resolve_fixed=args.resolve_fixed,\\n   271|                dry_run=args.dry_run,\\n   272|            )\\n   273|            print(\\n   274|                \\\"DATA_QUALITY_CHECK \\\"\\n   275|                f\\\"scope={result.scope} active_crypto_assets={result.active_crypto_assets} \\\"\\n   276|                f\\\"fresh_price_assets={result.fresh_price_assets} \\\"\\n   277|                f\\\"active_stale_price_alerts_before={result.active_stale_price_alerts_before} \\\"\\n   278|                f\\\"active_stale_price_alerts_after={result.active_stale_price_alerts_after} \\\"\\n   279|                f\\\"resolved_alerts={result.resolved_alerts} \\\"\\n   280|                f\\\"warnings={result.warnings} errors={result.errors} \\\"\\n   281|\", \"total_lines\": 328, \"file_size\": 16731, \"truncated\": true, \"hint\": \"Use offset=281 to continue reading (showing 1-280 of 328 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_dnunHFteqBlcNUdOLQvesLhW", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_iwF6Sc3oWsCaZJIM5DdCDVlN", "call_id": "call_iwF6Sc3oWsCaZJIM5DdCDVlN", "response_item_id": "fc_0134d7700e125cf0016a0724a0f3c88191bb0cc810f540c05d", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings\",\"old_string\":\"from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_review_template, generate_mapping_candidates\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -8,7 +8,7 @@\\n from jarvis_finance.fx.providers import MockFxProvider\\n from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n-from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_review_template, generate_mapping_candidates\\n+from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings\\n from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices\\n from jarvis_finance.quality.data_quality import check_crypto_data_quality\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_iwF6Sc3oWsCaZJIM5DdCDVlN", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "user", "content": "[Your active task list was preserved across context compression]\n- [>] c3d-0. Vorprüfung Repo/Runtime und Schema für Candidate Ranking (in_progress)\n- [ ] c3d-1. Candidate Ranking/Decision Pack/Data Quality implementieren (pending)\n- [ ] c3d-2. Dashboard Mapping Review UX erweitern (pending)\n- [ ] c3d-3. Personal-Finance Backlog-Dokument runtime/code-sicher vormerken (pending)\n- [ ] c3d-4. Tests ergänzen und ausführen (pending)\n- [ ] c3d-5. Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen (pending)\n- [ ] c3d-6. Compile, Git-Safety, Commit und Push (pending)", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Inspecting current files**\n\nI need to continue my work and inspect the current files, even if they might be partial. It looks like the skill is already loaded, which is good. I need to utilize the available tools effectively and also fix the command in the command-line interface (CLI). It's important to make those adjustments seamlessly so I can move forward with my tasks!", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting current files**\n\nI need to continue my work and inspect the current files, even if they might be partial. It looks like the skill is already loaded, which is good. I need to utilize the available tools effectively and also fix the command in the command-line interface (CLI). It's important to make those adjustments seamlessly so I can move forward with my tasks!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByUjlvooFGFvVE_reqK6RmuQhJt5hIVOGV1AnBvuOvCzn1nOynEY5L7FELON6vewlS07oyQFxkwuLZES0b8EDHlZJ_eVLB_iJdpCgGx9J1chwtFv8jD3s1dsvKvGsPQiMonYfR004qNZGGFEpJFn4o08eBt3vlhKNxcc0aQwGFrFgcex1bEo26Di1NkvlpUMSc1mFsULWyJv9Hjxe6ZujTp_f-yP7TMRGjdWOP217AkddjajV5gEbU5oXU9d4BOpuJKN4w8EiezktnuQqgNUPQonr0-4fimdAapGdpVmNZMy6xmTS-py6pdOcxGpkPs_teXonvGkleiw_he3S_8wsTG6ASu7s1dEBfWj3eARxdXfDa-La9mSUbPwre4BnWSLFt9N2G6DFxrIRrq0ARXFq_CgenwSeWA0Oh2_un-f792UkdoW1wO2UOLnUgcE0ha7ckrEGiHWbSR3vB9SotSKL5DJWpDDQ4gpvzIdqq_ALXP4lc4QayV8d968HJMaedC5-lCEGW-kLN1LmFzJG-bVlfgFrhkmrU9p1CWcyKEGZQIxZoU9c7i-jMCvGv-LbZkA1PdiGSr8r2J7Bu0OYWn-e2b6OXgAaLpUS6Qapt80qE-mPvLJ2O2f08iLuUgqKPiXkCUBhD1mWiSiTOLPEPsng3TL1vy26MzTDRLuHDJQ6C-VzOLUUDZdk6Dha3yDMMoVmO0dMqQQB3Q2ts34JSEabsGDPjPQe3du9rNVXCf2bQHwM1N5JjHpq_Qw0XyCVhbgOrhr1kgHC5qSSLDE4zO0ru_ZyChZuWODe1cxahtpxSuOJlPVzuAaIbGdt1fnko1Kr5DU1BeMqy_FWM9v7-_6lyGlyEp9Ts0O--k1H8u7ztBX9nkw3nt8vjcECJ8WnHHr8R-E3SrY62pkD8IMgSAAaECak5U89My8M7ibV8pKLsLzMo_m7qYZ1f7jl-oXkvnQJbZd1sG3TMiwqbTEtvp3c7FIbxl26HGwkmEePeWQWfohDhriKmo0JoLmPmdfMya6tGB9-mr7yGChPB5m4IbBSaqIKcEJ4Sj972aKxVtEiDbgr0sJfu8ymSzttOk-0HHinQgz", "id": "rs_0134d7700e125cf0016a07252125b08191b6b8e49fc0bf25c3", "summary": [{"type": "summary_text", "text": "**Inspecting current files**\n\nI need to continue my work and inspect the current files, even if they might be partial. It looks like the skill is already loaded, which is good. I need to utilize the available tools effectively and also fix the command in the command-line interface (CLI). It's important to make those adjustments seamlessly so I can move forward with my tasks!"}]}], "tool_calls": [{"id": "call_JvSKMvENDe27YDoWsUh9UKDb", "call_id": "call_JvSKMvENDe27YDoWsUh9UKDb", "response_item_id": "fc_0134d7700e125cf0016a07252332308191af8b0eb16a40484d", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"id\":\"c3d-0\",\"content\":\"Vorprüfung Repo/Runtime und Schema für Candidate Ranking\",\"status\":\"completed\"},{\"id\":\"c3d-1\",\"content\":\"Candidate Ranking/Decision Pack/Data Quality implementieren\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"c3d-0\", \"content\": \"Vorprüfung Repo/Runtime und Schema für Candidate Ranking\", \"status\": \"completed\"}, {\"id\": \"c3d-1\", \"content\": \"Candidate Ranking/Decision Pack/Data Quality implementieren\", \"status\": \"in_progress\"}, {\"id\": \"c3d-2\", \"content\": \"Dashboard Mapping Review UX erweitern\", \"status\": \"pending\"}, {\"id\": \"c3d-3\", \"content\": \"Personal-Finance Backlog-Dokument runtime/code-sicher vormerken\", \"status\": \"pending\"}, {\"id\": \"c3d-4\", \"content\": \"Tests ergänzen und ausführen\", \"status\": \"pending\"}, {\"id\": \"c3d-5\", \"content\": \"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\", \"status\": \"pending\"}, {\"id\": \"c3d-6\", \"content\": \"Compile, Git-Safety, Commit und Push\", \"status\": \"pending\"}], \"summary\": {\"total\": 7, \"pending\": 5, \"in_progress\": 1, \"completed\": 1, \"cancelled\": 0}}", "tool_call_id": "call_JvSKMvENDe27YDoWsUh9UKDb", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_bS35bcMG502QpDchheKOMa0S", "call_id": "call_bS35bcMG502QpDchheKOMa0S", "response_item_id": "fc_0134d7700e125cf0016a072529555c8191b83dd6b180475389", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\",\"offset\":60,\"limit\":230}"}}, {"id": "call_rJibHtMuVeAQKCUskrV5gLiH", "call_id": "call_rJibHtMuVeAQKCUskrV5gLiH", "response_item_id": "fc_0134d7700e125cf0016a07252955788191b203b9ff0f4d7687", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/candidates.py\",\"offset\":300,\"limit\":520}"}}, {"id": "call_alfP2mmAAkwlxyy4rbi4X4Ps", "call_id": "call_alfP2mmAAkwlxyy4rbi4X4Ps", "response_item_id": "fc_0134d7700e125cf0016a072529558481919e66e09078e87a1e", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\",\"offset\":1,\"limit\":520}"}}, {"id": "call_1PBTE1nu8thYHgJDou9Qqi3a", "call_id": "call_1PBTE1nu8thYHgJDou9Qqi3a", "response_item_id": "fc_0134d7700e125cf0016a072529558c819181d5fe897f733867", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\",\"offset\":1,\"limit\":520}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"    60|    market_prices.add_argument(\\\"--limit\\\", type=int)\\n    61|    market_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    62|    market_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n    63|    market_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n    64|    catalog = sub.add_parser(\\\"prepare-instrument-catalog\\\")\\n    65|    catalog.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n    66|    catalog.add_argument(\\\"--limit\\\", type=int)\\n    67|    candidates = sub.add_parser(\\\"generate-mapping-candidates\\\")\\n    68|    candidates.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n    69|    candidates.add_argument(\\\"--limit\\\", type=int)\\n    70|    candidates.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n    71|    candidates.add_argument(\\\"--public-lookup\\\", action=\\\"store_true\\\")\\n    72|    candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n    73|    candidates.add_argument(\\\"--template-path\\\")\\n    74|    candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n    75|    sub.add_parser(\\\"backup-runtime-db\\\")\\n    76|    restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n    77|    restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n    78|    restore.add_argument(\\\"--yes\\\", action=\\\"store_true\\\")\\n    79|    verify = sub.add_parser(\\\"verify-backup\\\")\\n    80|    verify.add_argument(\\\"--file\\\", required=True)\\n    81|    args = parser.parse_args(argv)\\n    82|\\n    83|    if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n    84|        settings = load_settings()\\n    85|        ensure_runtime_dirs(settings)\\n    86|        conn = connect(settings.db_path)\\n    87|        apply_migrations(conn)\\n    88|        print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n    89|        return 0\\n    90|    if args.command == \\\"git-safety-scan\\\":\\n    91|        findings = scan_path(Path(args.path))\\n    92|        if findings:\\n    93|            for finding in findings:\\n    94|                print(f\\\"{finding.path}: {finding.reason}\\\")\\n    95|            return 1\\n    96|        assert_safe(Path(args.path))\\n    97|        print(\\\"GIT_SAFETY_OK\\\")\\n    98|        return 0\\n    99|    if args.command == \\\"update-crypto-prices\\\":\\n   100|        settings = load_settings()\\n   101|        ensure_runtime_dirs(settings)\\n   102|        conn = connect(settings.db_path)\\n   103|        try:\\n   104|            apply_migrations(conn)\\n   105|            result = refresh_crypto_prices(\\n   106|                conn,\\n   107|                provider=CoinGeckoClient(\\n   108|                    max_retries=args.max_retries,\\n   109|                    initial_backoff_seconds=args.initial_backoff,\\n   110|                    max_backoff_seconds=args.max_backoff,\\n   111|                ),\\n   112|                currency=args.currency,\\n   113|                max_age_seconds=args.max_age_seconds,\\n   114|                only_missing=args.only_missing,\\n   115|                only_stale=args.only_stale,\\n   116|                only_symbol=args.only_symbol,\\n   117|                limit=args.limit,\\n   118|                dry_run=args.dry_run,\\n   119|                sleep_seconds=args.sleep_seconds,\\n   120|            )\\n   121|            print(\\n   122|                \\\"CRYPTO_PRICE_UPDATE \\\"\\n   123|                f\\\"currency={result.currency} total_assets={result.total_assets} \\\"\\n   124|                f\\\"updated={result.updated_count} cached={result.cached_count} \\\"\\n   125|                f\\\"skipped={result.skipped_count} stale={result.stale_count} \\\"\\n   126|                f\\\"warnings={result.warning_count} errors={result.error_count} \\\"\\n   127|                f\\\"assets_still_missing_local_price={result.missing_local_price_count} \\\"\\n   128|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   129|            )\\n   130|            return 1 if result.error_count else 0\\n   131|        finally:\\n   132|            conn.close()\\n   133|    if args.command == \\\"update-fx-rates\\\":\\n   134|        settings = load_settings()\\n   135|        ensure_runtime_dirs(settings)\\n   136|        conn = connect(settings.db_path)\\n   137|        try:\\n   138|            apply_migrations(conn)\\n   139|            if args.recheck_transactions:\\n   140|                result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)\\n   141|                print(\\n   142|                    \\\"FX_RECHECK \\\"\\n   143|                    f\\\"transactions={result.transaction_count} chf_positions={result.chf_positions} \\\"\\n   144|                    f\\\"foreign_currency_positions={result.foreign_currency_positions} \\\"\\n   145|                    f\\\"justified_missing_fx_alerts={result.justified_missing_fx_alerts} \\\"\\n   146|                    f\\\"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} \\\"\\n   147|                    f\\\"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} \\\"\\n   148|                    f\\\"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}\\\"\\n   149|                )\\n   150|                return 0\\n   151|            if not args.rate_date and not args.latest:\\n   152|                parser.error(\\\"update-fx-rates requires --date or --latest unless --recheck-transactions is used\\\")\\n   153|            mock_rates: dict[tuple[str, str, str], Decimal | None] = {}\\n   154|            for item in args.mock_rate:\\n   155|                base, rate = item.split(\\\"=\\\", 1)\\n   156|                mock_rates[(base.upper(), \\\"CHF\\\", args.rate_date or \\\"latest\\\")] = Decimal(rate)\\n   157|            currencies = args.currencies or sorted({r[\\\"currency_original\\\"] for r in conn.execute(\\\"SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL\\\").fetchall()})\\n   158|            provider = MockFxProvider(mock_rates)\\n   159|            result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or \\\"latest\\\", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)\\n   160|            print(\\n   161|                \\\"FX_RATE_UPDATE \\\"\\n   162|                f\\\"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} \\\"\\n   163|                f\\\"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} \\\"\\n   164|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   165|            )\\n   166|            return 1 if result.error_count else 0\\n   167|        finally:\\n   168|            conn.close()\\n   169|    if args.command == \\\"update-market-prices\\\":\\n   170|        settings = load_settings()\\n   171|        ensure_runtime_dirs(settings)\\n   172|        conn = connect(settings.db_path)\\n   173|        try:\\n   174|            apply_migrations(conn)\\n   175|            prices = {}\\n   176|            for item in args.mock_price:\\n   177|                symbol, price = item.split(\\\"=\\\", 1)\\n   178|                prices[symbol] = Decimal(price)\\n   179|            result = refresh_market_prices(\\n   180|                conn,\\n   181|                provider=MockEquityPriceProvider(prices),\\n   182|                asset_class=args.asset_class,\\n   183|                price_date=args.price_date,\\n   184|                only_missing=args.only_missing,\\n   185|                only_stale=args.only_stale,\\n   186|                only_isin=args.only_isin,\\n   187|                limit=args.limit,\\n   188|                dry_run=args.dry_run,\\n   189|            )\\n   190|            print(\\n   191|                \\\"MARKET_PRICE_UPDATE \\\"\\n   192|                f\\\"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} \\\"\\n   193|                f\\\"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} \\\"\\n   194|                f\\\"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}\\\"\\n   195|            )\\n   196|            return 1 if result.error_count else 0\\n   197|        finally:\\n   198|            conn.close()\\n   199|    if args.command == \\\"prepare-instrument-catalog\\\":\\n   200|        settings = load_settings()\\n   201|        ensure_runtime_dirs(settings)\\n   202|        conn = connect(settings.db_path)\\n   203|        try:\\n   204|            apply_migrations(conn)\\n   205|            rows = conn.execute(\\n   206|                \\\"\\\"\\\"\\n   207|                SELECT DISTINCT t.instrument_id\\n   208|                FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id\\n   209|                WHERE t.transaction_type='initial_position_snapshot'\\n   210|                  AND t.source_type='broker_import_reviewed_snapshot'\\n   211|                  AND COALESCE(t.is_voided,0)=0\\n   212|                  AND t.instrument_id IS NOT NULL\\n   213|                ORDER BY i.isin, i.name\\n   214|                \\\"\\\"\\\"\\n   215|            ).fetchall()\\n   216|            ids = [r[\\\"instrument_id\\\"] for r in rows]\\n   217|            if args.limit is not None:\\n   218|                ids = ids[:args.limit]\\n   219|            summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)\\n   220|            print(\\n   221|                \\\"INSTRUMENT_CATALOG_PREP \\\"\\n   222|                f\\\"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} \\\"\\n   223|                f\\\"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} \\\"\\n   224|                f\\\"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n   225|                f\\\"valuation_ready={summary['valuation_ready']}\\\"\\n   226|            )\\n   227|            return 0\\n   228|        finally:\\n   229|            conn.close()\\n   230|    if args.command == \\\"generate-mapping-candidates\\\":\\n   231|        settings = load_settings()\\n   232|        ensure_runtime_dirs(settings)\\n   233|        conn = connect(settings.db_path)\\n   234|        try:\\n   235|            apply_migrations(conn)\\n   236|            if args.dedupe_missing_provider_alerts:\\n   237|                resolved = dedupe_missing_provider_symbol_alerts(conn)\\n   238|            else:\\n   239|                resolved = 0\\n   240|            provider = CompositePublicLookupProvider() if args.public_lookup else EmptyLookupProvider()\\n   241|            result = generate_mapping_candidates(conn, provider=provider, source=args.source, limit=args.limit, dry_run=args.dry_run)\\n   242|            template = None\\n   243|            if args.export_template:\\n   244|                template_path = args.template_path or str(settings.runtime_paths.exports_dir / \\\"true_wealth_mapping_review_template.csv\\\")\\n   245|                template = export_mapping_review_template(conn, output_path=template_path)\\n   246|            print(\\n   247|                \\\"MAPPING_CANDIDATES \\\"\\n   248|                f\\\"instruments_total={result.instruments_total} candidates_found={result.candidates_found} \\\"\\n   249|                f\\\"high={result.high_confidence} medium={result.medium_confidence} low={result.low_confidence} \\\"\\n   250|                f\\\"instruments_without_candidate={result.instruments_without_candidate} \\\"\\n   251|                f\\\"hedge_unknown={result.instruments_with_hedge_unknown} instrument_status_unknown={result.instruments_with_status_unknown} \\\"\\n   252|                f\\\"provider_lookup_unavailable={result.provider_lookup_unavailable} ambiguous={result.ambiguous_provider_mapping} \\\"\\n   253|                f\\\"deduped_missing_provider_alerts={resolved} \\\"\\n   254|                f\\\"template_updated={str(bool(template)).lower()} template_instruments={template['instrument_count'] if template else 0} template_candidates={template['candidate_rows'] if template else 0} \\\"\\n   255|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   256|            )\\n   257|            return 0\\n   258|        finally:\\n   259|            conn.close()\\n   260|    if args.command == \\\"check-data-quality\\\":\\n   261|        settings = load_settings()\\n   262|        ensure_runtime_dirs(settings)\\n   263|        conn = connect(settings.db_path)\\n   264|        try:\\n   265|            apply_migrations(conn)\\n   266|            result = check_crypto_data_quality(\\n   267|                conn,\\n   268|                currency=args.currency,\\n   269|                max_age_seconds=args.max_age_seconds,\\n   270|                resolve_fixed=args.resolve_fixed,\\n   271|                dry_run=args.dry_run,\\n   272|            )\\n   273|            print(\\n   274|                \\\"DATA_QUALITY_CHECK \\\"\\n   275|                f\\\"scope={result.scope} active_crypto_assets={result.active_crypto_assets} \\\"\\n   276|                f\\\"fresh_price_assets={result.fresh_price_assets} \\\"\\n   277|                f\\\"active_stale_price_alerts_before={result.active_stale_price_alerts_before} \\\"\\n   278|                f\\\"active_stale_price_alerts_after={result.active_stale_price_alerts_after} \\\"\\n   279|                f\\\"resolved_alerts={result.resolved_alerts} \\\"\\n   280|                f\\\"warnings={result.warnings} errors={result.errors} \\\"\\n   281|                f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n   282|            )\\n   283|            return 1 if result.errors else 0\\n   284|        finally:\\n   285|            conn.close()\\n   286|    if args.command == \\\"backup-runtime-db\\\":\\n   287|        settings = load_settings()\\n   288|        ensure_runtime_dirs(settings)\\n   289|        result = backup_runtime_db(\\n   290|\", \"total_lines\": 328, \"file_size\": 16793, \"truncated\": true, \"hint\": \"Use offset=290 to continue reading (showing 60-289 of 328 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_bS35bcMG502QpDchheKOMa0S", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"   300|        reasons.append(\\\"Name passt fuzzy\\\")\\n   301|    elif sim >= 0.55:\\n   302|        score += 5\\n   303|        reasons.append(\\\"Name teilweise ähnlich\\\")\\n   304|    elif cand.name:\\n   305|        risks.append(\\\"Name unsicher\\\")\\n   306|    hay = \\\" \\\".join(x for x in [inst[\\\"name\\\"], cand.name, cand.evidence_note] if x).lower()\\n   307|    hedge_hint = any(marker in hay for marker in HEDGE_MARKERS)\\n   308|    if (cand.hedge_status or \\\"unknown\\\") != \\\"unknown\\\":\\n   309|        score += 8\\n   310|        reasons.append(\\\"Hedge-Status vorhanden\\\")\\n   311|    elif hedge_hint:\\n   312|        score += 3\\n   313|        reasons.append(\\\"Hedge-Hinweis gefunden\\\")\\n   314|    else:\\n   315|        risks.append(\\\"Hedge unklar\\\")\\n   316|    if (cand.instrument_status or \\\"unknown\\\") == \\\"active\\\":\\n   317|        score += 10\\n   318|        reasons.append(\\\"Instrument-Status aktiv\\\")\\n   319|    elif (cand.instrument_status or \\\"unknown\\\") == \\\"unknown\\\":\\n   320|        risks.append(\\\"Instrument-Status unklar\\\")\\n   321|    else:\\n   322|        score -= 25\\n   323|        risks.append(\\\"Instrument-Status nicht aktiv\\\")\\n   324|    if cand.evidence_source == \\\"openfigi_isin_mapping\\\":\\n   325|        score += 10\\n   326|        reasons.append(\\\"OpenFIGI ISIN-Datenquelle\\\")\\n   327|    elif cand.evidence_source == \\\"yahoo_finance_search\\\":\\n   328|        score -= 5\\n   329|        reasons.append(\\\"Yahoo Search Fallback\\\")\\n   330|        if not cand_isin:\\n   331|            risks.append(\\\"Search-Fallback ohne ISIN-Evidence\\\")\\n   332|    completeness = sum(bool(x) for x in [cand.provider, cand.provider_symbol, cand.exchange, cand.currency])\\n   333|    score += completeness * 3\\n   334|    if completeness < 4:\\n   335|        risks.append(\\\"Kandidatenfelder unvollständig\\\")\\n   336|    if candidate_count > 1:\\n   337|        risks.append(\\\"mehrere Listings/Kandidaten vorhanden\\\")\\n   338|    if cand.provider_symbol and not cand.exchange:\\n   339|        risks.append(\\\"Ticker ohne eindeutige Börse\\\")\\n   340|    action = \\\"needs_manual_review\\\"\\n   341|    if score >= 80 and not any(flag in risks for flag in [\\\"currency_mismatch\\\", \\\"Assetklasse abweichend\\\", \\\"kein ISIN-Match\\\"]) and candidate_count == 1:\\n   342|        action = \\\"select_candidate\\\"\\n   343|    elif score < 25 or \\\"currency_mismatch\\\" in risks or \\\"Assetklasse abweichend\\\" in risks:\\n   344|        action = \\\"reject_candidate\\\"\\n   345|    elif not cand.provider_symbol or not cand.exchange or not cand.currency:\\n   346|        action = \\\"insufficient_data\\\"\\n   347|    return CandidateRanking(max(0, min(100, score)), \\\"; \\\".join(reasons) or \\\"Keine starken positiven Signale\\\", \\\",\\\".join(dict.fromkeys(risks)), action)\\n   348|\\n   349|\\n   350|def _review_status_for(confidence: str, count: int, inst, cand: ProviderCandidate) -> str:\\n   351|    # Even strong candidates remain review-required when multiple listings/currencies exist.\\n   352|    if count > 1:\\n   353|        return \\\"needs_manual_review\\\"\\n   354|    ranking = rank_candidate(inst, cand, candidate_count=count)\\n   355|    if ranking.recommended_action == \\\"select_candidate\\\" and confidence == \\\"high\\\":\\n   356|        return \\\"proposed\\\"\\n   357|    return \\\"needs_manual_review\\\"\\n   358|\\n   359|\\n   360|def upsert_candidate(conn: Connection, *, instrument_id: str, candidate: ProviderCandidate, confidence: str, review_status: str, evidence_note: str, candidate_count: int = 1) -> str:\\n   361|    inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n   362|    if inst is None:\\n   363|        raise ValueError(f\\\"instrument not found: {instrument_id}\\\")\\n   364|    hedged, hedged_to = _infer_hedge(inst[\\\"name\\\"], candidate)\\n   365|    hedge_status = candidate.hedge_status if candidate.hedge_status in {\\\"hedged\\\", \\\"unhedged\\\", \\\"unknown\\\"} else \\\"unknown\\\"\\n   366|    if hedge_status == \\\"unknown\\\" and hedged is True:\\n   367|        hedge_status = \\\"hedged\\\"\\n   368|    elif hedge_status == \\\"unknown\\\" and hedged is False:\\n   369|        hedge_status = \\\"unhedged\\\"\\n   370|    candidate_id = stable_id(\\\"ipmc\\\", instrument_id, candidate.provider, candidate.provider_symbol, candidate.exchange or \\\"\\\", candidate.currency or \\\"\\\")\\n   371|    ranking = rank_candidate(inst, candidate, candidate_count=candidate_count)\\n   372|    now = utc_now()\\n   373|    conn.execute(\\n   374|        \\\"\\\"\\\"\\n   375|        INSERT INTO instrument_price_mapping_candidates(\\n   376|            candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n   377|            candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n   378|            candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n   379|            candidate_instrument_status, candidate_valuation_policy, ranking_score,\\n   380|            ranking_reason, risk_flags, recommended_action, confidence,\\n   381|            evidence_source, evidence_note, review_status, created_at, updated_at\\n   382|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   383|        ON CONFLICT(candidate_id) DO UPDATE SET\\n   384|            candidate_exchange=excluded.candidate_exchange,\\n   385|            candidate_currency=excluded.candidate_currency,\\n   386|            candidate_name=excluded.candidate_name,\\n   387|            candidate_asset_class=excluded.candidate_asset_class,\\n   388|            candidate_is_hedged=excluded.candidate_is_hedged,\\n   389|            candidate_hedged_to_currency=excluded.candidate_hedged_to_currency,\\n   390|            candidate_hedge_status=excluded.candidate_hedge_status,\\n   391|            candidate_instrument_status=excluded.candidate_instrument_status,\\n   392|            candidate_valuation_policy=excluded.candidate_valuation_policy,\\n   393|            ranking_score=excluded.ranking_score,\\n   394|            ranking_reason=excluded.ranking_reason,\\n   395|            risk_flags=excluded.risk_flags,\\n   396|            recommended_action=excluded.recommended_action,\\n   397|            confidence=excluded.confidence,\\n   398|            evidence_source=excluded.evidence_source,\\n   399|            evidence_note=excluded.evidence_note,\\n   400|            review_status=excluded.review_status,\\n   401|            updated_at=excluded.updated_at\\n   402|        \\\"\\\"\\\",\\n   403|        (\\n   404|            candidate_id, instrument_id, inst[\\\"isin\\\"], candidate.provider, candidate.provider_symbol,\\n   405|            candidate.exchange, candidate.currency or inst[\\\"currency\\\"], candidate.name, candidate.asset_class or (inst[\\\"asset_class\\\"] or \\\"\\\").lower(),\\n   406|            1 if hedged else 0 if hedged is False else None, hedged_to, hedge_status,\\n   407|            candidate.instrument_status or \\\"unknown\\\", candidate.valuation_policy or \\\"live_price\\\",\\n   408|            ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action,\\n   409|            confidence, candidate.evidence_source,\\n   410|            evidence_note or candidate.evidence_note, review_status, now, now,\\n   411|        ),\\n   412|    )\\n   413|    return candidate_id\\n   414|\\n   415|\\n   416|def generate_mapping_candidates(\\n   417|    conn: Connection,\\n   418|    *,\\n   419|    provider: InstrumentLookupProvider | None = None,\\n   420|    instrument_ids: list[str] | None = None,\\n   421|    source: str = \\\"true_wealth\\\",\\n   422|    limit: int | None = None,\\n   423|    dry_run: bool = False,\\n   424|) -> CandidateGenerationResult:\\n   425|    lookup = provider or EmptyLookupProvider()\\n   426|    ids = instrument_ids if instrument_ids is not None else _instrument_ids_for_true_wealth(conn, limit=limit)\\n   427|    result = CandidateGenerationResult(instruments_total=len(ids), dry_run=dry_run)\\n   428|    for instrument_id in ids:\\n   429|        inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n   430|        if inst is None:\\n   431|            continue\\n   432|        ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n   433|        if (inst[\\\"hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n   434|            result.instruments_with_hedge_unknown += 1\\n   435|        if (inst[\\\"instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n   436|            result.instruments_with_status_unknown += 1\\n   437|        try:\\n   438|            candidates = lookup.lookup(isin=inst[\\\"isin\\\"], name=inst[\\\"name\\\"], ticker=inst[\\\"ticker\\\"], exchange=inst[\\\"exchange\\\"], currency=inst[\\\"currency\\\"])\\n   439|        except Exception as exc:\\n   440|            result.provider_lookup_unavailable += 1\\n   441|            result.warnings.append(instrument_id)\\n   442|            if not dry_run:\\n   443|                create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"provider_lookup_unavailable\\\", message=\\\"Provider lookup unavailable for instrument mapping candidates.\\\", evidence={\\\"provider\\\": getattr(lookup, \\\"name\\\", \\\"unknown\\\"), \\\"error_type\\\": type(exc).__name__}, fingerprint=f\\\"provider_lookup_unavailable:{getattr(lookup, 'name', 'unknown')}\\\")\\n   444|            continue\\n   445|        if not candidates:\\n   446|            result.instruments_without_candidate += 1\\n   447|            if not dry_run:\\n   448|                create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"missing_provider_symbol\\\", message=\\\"No provider-symbol candidate found; manual mapping required.\\\", evidence={\\\"source\\\": source, \\\"provider\\\": getattr(lookup, \\\"name\\\", \\\"manual\\\")}, fingerprint=\\\"missing_provider_symbol\\\")\\n   449|            continue\\n   450|        if len(candidates) > 1:\\n   451|            result.ambiguous_provider_mapping += 1\\n   452|            if not dry_run:\\n   453|                create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"ambiguous_provider_mapping\\\", message=\\\"Multiple provider-symbol candidates require manual review.\\\", evidence={\\\"candidate_count\\\": len(candidates), \\\"provider\\\": getattr(lookup, \\\"name\\\", \\\"unknown\\\")}, fingerprint=f\\\"ambiguous_provider_mapping:{getattr(lookup, 'name', 'unknown')}:{len(candidates)}\\\")\\n   454|        for cand in candidates:\\n   455|            confidence, note = _confidence(inst, cand)\\n   456|            if confidence == \\\"high\\\":\\n   457|                result.high_confidence += 1\\n   458|            elif confidence == \\\"medium\\\":\\n   459|                result.medium_confidence += 1\\n   460|            else:\\n   461|                result.low_confidence += 1\\n   462|            status = _review_status_for(confidence, len(candidates), inst, cand)\\n   463|            result.candidates_found += 1\\n   464|            if not dry_run:\\n   465|                upsert_candidate(conn, instrument_id=instrument_id, candidate=cand, confidence=confidence, review_status=status, evidence_note=note, candidate_count=len(candidates))\\n   466|    if not dry_run:\\n   467|        conn.commit()\\n   468|    return result\\n   469|\\n   470|\\n   471|def _candidate_from_row(row) -> ProviderCandidate:\\n   472|    return ProviderCandidate(\\n   473|        provider=row[\\\"candidate_provider\\\"],\\n   474|        provider_symbol=row[\\\"candidate_provider_symbol\\\"],\\n   475|        exchange=row[\\\"candidate_exchange\\\"],\\n   476|        currency=row[\\\"candidate_currency\\\"],\\n   477|        name=row[\\\"candidate_name\\\"],\\n   478|        isin=row[\\\"isin\\\"],\\n   479|        asset_class=row[\\\"candidate_asset_class\\\"],\\n   480|        is_hedged=True if row[\\\"candidate_is_hedged\\\"] == 1 else False if row[\\\"candidate_is_hedged\\\"] == 0 else None,\\n   481|        hedged_to_currency=row[\\\"candidate_hedged_to_currency\\\"],\\n   482|        hedge_status=row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n   483|        instrument_status=row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n   484|        valuation_policy=row[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n   485|        evidence_source=row[\\\"evidence_source\\\"] or \\\"provider_lookup\\\",\\n   486|        evidence_note=row[\\\"evidence_note\\\"] or \\\"\\\",\\n   487|    )\\n   488|\\n   489|\\n   490|def recalculate_candidate_rankings(conn: Connection, *, instrument_ids: list[str] | None = None) -> dict[str, int]:\\n   491|    clauses = []\\n   492|    params: list[object] = []\\n   493|    if instrument_ids:\\n   494|        clauses.append(\\\"c.instrument_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in instrument_ids) + \\\")\\\")\\n   495|        params.extend(instrument_ids)\\n   496|    where = \\\" WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n   497|    rows = conn.execute(\\n   498|        \\\"\\\"\\\"\\n   499|        SELECT c.*, i.asset_class AS instrument_asset_class, i.name AS instrument_name,\\n   500|               i.ticker AS instrument_ticker, i.exchange AS instrument_exchange,\\n   501|               i.currency AS instrument_currency, i.trading_currency AS instrument_trading_currency,\\n   502|               i.hedge_status AS instrument_hedge_status, i.instrument_status AS source_instrument_status\\n   503|        FROM instrument_price_mapping_candidates c\\n   504|        JOIN instruments i ON i.instrument_id=c.instrument_id\\n   505|        \\\"\\\"\\\" + where,\\n   506|        tuple(params),\\n   507|    ).fetchall()\\n   508|    counts: dict[str, int] = {}\\n   509|    for row in rows:\\n   510|        counts[row[\\\"instrument_id\\\"]] = counts.get(row[\\\"instrument_id\\\"], 0) + 1\\n   511|    summary = {\\\"candidates_total\\\": len(rows), \\\"rank_high\\\": 0, \\\"rank_medium\\\": 0, \\\"rank_low\\\": 0, \\\"multiple_listings_same_isin\\\": 0, \\\"currency_mismatch\\\": 0, \\\"hedge_status_unknown\\\": 0, \\\"instrument_status_unknown\\\": 0, \\\"candidate_review_required\\\": 0}\\n   512|    by_isin: dict[str, set[tuple[str, str]]] = {}\\n   513|    for row in rows:\\n   514|        inst = {\\n   515|            \\\"isin\\\": row[\\\"isin\\\"],\\n   516|            \\\"asset_class\\\": row[\\\"instrument_asset_class\\\"],\\n   517|            \\\"name\\\": row[\\\"instrument_name\\\"],\\n   518|            \\\"ticker\\\": row[\\\"instrument_ticker\\\"],\\n   519|            \\\"exchange\\\": row[\\\"instrument_exchange\\\"],\\n   520|            \\\"currency\\\": row[\\\"instrument_currency\\\"],\\n   521|            \\\"trading_currency\\\": row[\\\"instrument_trading_currency\\\"],\\n   522|        }\\n   523|        cand = _candidate_from_row(row)\\n   524|        ranking = rank_candidate(inst, cand, candidate_count=counts[row[\\\"instrument_id\\\"]])\\n   525|        if ranking.ranking_score >= 75:\\n   526|            summary[\\\"rank_high\\\"] += 1\\n   527|        elif ranking.ranking_score >= 50:\\n   528|            summary[\\\"rank_medium\\\"] += 1\\n   529|        else:\\n   530|            summary[\\\"rank_low\\\"] += 1\\n   531|        risk_flags = set(filter(None, ranking.risk_flags.split(\\\",\\\")))\\n   532|        if \\\"currency_mismatch\\\" in risk_flags:\\n   533|            summary[\\\"currency_mismatch\\\"] += 1\\n   534|        if (row[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n   535|            summary[\\\"hedge_status_unknown\\\"] += 1\\n   536|        if (row[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n   537|            summary[\\\"instrument_status_unknown\\\"] += 1\\n   538|        if row[\\\"review_status\\\"] in {\\\"proposed\\\", \\\"needs_manual_review\\\"}:\\n   539|            summary[\\\"candidate_review_required\\\"] += 1\\n   540|        if row[\\\"isin\\\"]:\\n   541|            by_isin.setdefault(row[\\\"isin\\\"], set()).add((row[\\\"candidate_exchange\\\"] or \\\"\\\", row[\\\"candidate_currency\\\"] or \\\"\\\"))\\n   542|        conn.execute(\\n   543|            \\\"\\\"\\\"\\n   544|            UPDATE instrument_price_mapping_candidates\\n   545|            SET ranking_score=?, ranking_reason=?, risk_flags=?, recommended_action=?, updated_at=?\\n   546|            WHERE candidate_id=?\\n   547|            \\\"\\\"\\\",\\n   548|            (ranking.ranking_score, ranking.ranking_reason, ranking.risk_flags, ranking.recommended_action, utc_now(), row[\\\"candidate_id\\\"]),\\n   549|        )\\n   550|    summary[\\\"multiple_listings_same_isin\\\"] = sum(1 for listings in by_isin.values() if len(listings) > 1)\\n   551|    for instrument_id, count in counts.items():\\n   552|        if count:\\n   553|            create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"candidate_review_required\\\", message=\\\"Provider-symbol candidates exist but require manual selection before valuation.\\\", evidence={\\\"candidate_count\\\": count}, fingerprint=\\\"candidate_review_required\\\")\\n   554|    conn.commit()\\n   555|    return summary\\n   556|\\n   557|\\n   558|def dedupe_missing_provider_symbol_alerts(conn: Connection) -> int:\\n   559|    \\\"\\\"\\\"Keep one active mapping-quality alert per rule/instrument; resolve duplicate active rows.\\\"\\\"\\\"\\n   560|    now = utc_now()\\n   561|    resolved = 0\\n   562|    rows = conn.execute(\\n   563|        \\\"\\\"\\\"\\n   564|        SELECT rule_id, entity_id, GROUP_CONCAT(alert_id) AS ids, COUNT(*) AS c\\n   565|        FROM alerts\\n   566|        WHERE status='active'\\n   567|          AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','provider_lookup_unavailable')\\n   568|          AND entity_type='instrument'\\n   569|        GROUP BY rule_id, entity_id\\n   570|        HAVING COUNT(*) > 1\\n   571|        \\\"\\\"\\\"\\n   572|    ).fetchall()\\n   573|    for row in rows:\\n   574|        ids = [x for x in (row[\\\"ids\\\"] or \\\"\\\").split(\\\",\\\") if x]\\n   575|        for alert_id in ids[1:]:\\n   576|            conn.execute(\\\"UPDATE alerts SET status='resolved', resolved_at=?, last_seen_at=? WHERE alert_id=?\\\", (now, now, alert_id))\\n   577|            resolved += 1\\n   578|    conn.commit()\\n   579|    return resolved\\n   580|\\n   581|\\n   582|def export_mapping_review_template(conn: Connection, *, output_path: str | Path) -> dict[str, int | str]:\\n   583|    path = Path(output_path).expanduser().resolve()\\n   584|    path.parent.mkdir(parents=True, exist_ok=True)\\n   585|    rows = conn.execute(\\n   586|        \\\"\\\"\\\"\\n   587|        SELECT i.instrument_id, i.asset_class, i.name, i.isin, i.ticker, i.exchange, i.currency,\\n   588|               c.candidate_provider, c.candidate_provider_symbol, c.candidate_exchange,\\n   589|               c.candidate_currency, c.confidence, c.ranking_score, c.ranking_reason,\\n   590|               c.risk_flags, c.recommended_action, c.candidate_hedge_status,\\n   591|               c.candidate_instrument_status, c.evidence_source, c.evidence_note,\\n   592|               c.review_status\\n   593|        FROM instruments i\\n   594|        LEFT JOIN instrument_price_mapping_candidates c ON c.instrument_id=i.instrument_id\\n   595|        WHERE i.instrument_id IN (\\n   596|            SELECT DISTINCT instrument_id FROM transactions\\n   597|            WHERE transaction_type='initial_position_snapshot'\\n   598|              AND source_type='broker_import_reviewed_snapshot'\\n   599|              AND COALESCE(is_voided,0)=0\\n   600|              AND instrument_id IS NOT NULL\\n   601|        )\\n   602|        ORDER BY i.isin, i.name, c.ranking_score DESC, c.confidence, c.candidate_provider\\n   603|        \\\"\\\"\\\"\\n   604|    ).fetchall()\\n   605|    fields = [\\n   606|        \\\"instrument_id\\\", \\\"asset_class\\\", \\\"name\\\", \\\"isin\\\", \\\"ticker\\\", \\\"exchange\\\", \\\"currency\\\",\\n   607|        \\\"candidate_provider\\\", \\\"candidate_provider_symbol\\\", \\\"candidate_exchange\\\", \\\"candidate_currency\\\",\\n   608|        \\\"confidence\\\", \\\"ranking_score\\\", \\\"ranking_reason\\\", \\\"risk_flags\\\", \\\"recommended_action\\\", \\\"hedge_status_candidate\\\", \\\"instrument_status_candidate\\\", \\\"evidence_source\\\",\\n   609|        \\\"evidence_note\\\", \\\"review_status\\\", \\\"reviewer_decision\\\", \\\"reviewer_note\\\",\\n   610|    ]\\n   611|    with path.open(\\\"w\\\", newline=\\\"\\\", encoding=\\\"utf-8\\\") as handle:\\n   612|        writer = csv.DictWriter(handle, fieldnames=fields)\\n   613|        writer.writeheader()\\n   614|        for row in rows:\\n   615|            writer.writerow({\\n   616|                \\\"instrument_id\\\": row[\\\"instrument_id\\\"], \\\"asset_class\\\": row[\\\"asset_class\\\"], \\\"name\\\": row[\\\"name\\\"],\\n   617|                \\\"isin\\\": row[\\\"isin\\\"], \\\"ticker\\\": row[\\\"ticker\\\"], \\\"exchange\\\": row[\\\"exchange\\\"], \\\"currency\\\": row[\\\"currency\\\"],\\n   618|                \\\"candidate_provider\\\": row[\\\"candidate_provider\\\"], \\\"candidate_provider_symbol\\\": row[\\\"candidate_provider_symbol\\\"],\\n   619|                \\\"candidate_exchange\\\": row[\\\"candidate_exchange\\\"], \\\"candidate_currency\\\": row[\\\"candidate_currency\\\"],\\n   620|                \\\"confidence\\\": row[\\\"confidence\\\"], \\\"ranking_score\\\": row[\\\"ranking_score\\\"] or 0,\\n   621|                \\\"ranking_reason\\\": row[\\\"ranking_reason\\\"] or \\\"\\\", \\\"risk_flags\\\": row[\\\"risk_flags\\\"] or \\\"\\\",\\n   622|                \\\"recommended_action\\\": row[\\\"recommended_action\\\"] or \\\"needs_manual_review\\\", \\\"hedge_status_candidate\\\": row[\\\"candidate_hedge_status\\\"],\\n   623|                \\\"instrument_status_candidate\\\": row[\\\"candidate_instrument_status\\\"], \\\"evidence_source\\\": row[\\\"evidence_source\\\"],\\n   624|                \\\"evidence_note\\\": row[\\\"evidence_note\\\"], \\\"review_status\\\": row[\\\"review_status\\\"],\\n   625|                \\\"reviewer_decision\\\": \\\"\\\", \\\"reviewer_note\\\": \\\"\\\",\\n   626|            })\\n   627|    return {\\\"output_path\\\": str(path), \\\"rows\\\": len(rows), \\\"candidate_rows\\\": sum(1 for r in rows if r[\\\"candidate_provider_symbol\\\"]), \\\"instrument_count\\\": len({r[\\\"instrument_id\\\"] for r in rows})}\\n   628|\\n   629|\\n   630|def export_mapping_decision_pack(conn: Connection, *, output_path: str | Path, top_n: int = 5) -> dict[str, int | str | bool]:\\n   631|    path = Path(output_path).expanduser().resolve()\\n   632|    path.parent.mkdir(parents=True, exist_ok=True)\\n   633|    instruments = conn.execute(\\n   634|        \\\"\\\"\\\"\\n   635|        SELECT DISTINCT i.instrument_id, i.name, i.isin, i.ticker, i.exchange, i.currency\\n   636|        FROM instruments i\\n   637|        JOIN transactions t ON t.instrument_id=i.instrument_id\\n   638|        WHERE t.transaction_type='initial_position_snapshot'\\n   639|          AND t.source_type='broker_import_reviewed_snapshot'\\n   640|          AND COALESCE(t.is_voided,0)=0\\n   641|        ORDER BY i.isin, i.name\\n   642|        \\\"\\\"\\\"\\n   643|    ).fetchall()\\n   644|    lines = [\\\"# Mapping Candidate Decision Pack\\\", \\\"\\\", \\\"Runtime-only review aid. Contains no quantities, values, prices, account balances or portfolio weights.\\\", \\\"\\\"]\\n   645|    total_candidates = 0\\n   646|    instruments_with_top = 0\\n   647|    for inst in instruments:\\n   648|        candidates = conn.execute(\\n   649|            \\\"\\\"\\\"\\n   650|            SELECT candidate_provider, candidate_provider_symbol, candidate_exchange, candidate_currency,\\n   651|                   candidate_name, isin, candidate_hedge_status, candidate_instrument_status,\\n   652|                   confidence, ranking_score, ranking_reason, risk_flags, recommended_action\\n   653|            FROM instrument_price_mapping_candidates\\n   654|            WHERE instrument_id=? AND review_status IN ('proposed','needs_manual_review')\\n   655|            ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n   656|            \\\"\\\"\\\",\\n   657|            (inst[\\\"instrument_id\\\"],),\\n   658|        ).fetchall()\\n   659|        total_candidates += len(candidates)\\n   660|        if candidates:\\n   661|            instruments_with_top += 1\\n   662|        lines.extend([f\\\"## Instrument {inst['instrument_id']}\\\", \\\"\\\", f\\\"- Name: {inst['name'] or ''}\\\", f\\\"- ISIN: {inst['isin'] or ''}\\\", f\\\"- Source ticker: {inst['ticker'] or ''}\\\", f\\\"- Source exchange: {inst['exchange'] or ''}\\\", f\\\"- Source currency: {inst['currency'] or ''}\\\", f\\\"- Candidate count: {len(candidates)}\\\", \\\"\\\", \\\"### Top Candidates\\\", \\\"\\\"])\\n   663|        for idx, row in enumerate(candidates[:top_n], start=1):\\n   664|            lines.extend([\\n   665|                f\\\"#### Candidate {idx}\\\",\\n   666|                f\\\"- Provider: {row['candidate_provider'] or ''}\\\",\\n   667|                f\\\"- Provider-Symbol: {row['candidate_provider_symbol'] or ''}\\\",\\n   668|                f\\\"- Name: {row['candidate_name'] or ''}\\\",\\n   669|                f\\\"- ISIN: {row['isin'] or ''}\\\",\\n   670|                f\\\"- Exchange: {row['candidate_exchange'] or ''}\\\",\\n   671|                f\\\"- Währung: {row['candidate_currency'] or ''}\\\",\\n   672|                f\\\"- Closing/Price Currency: {row['candidate_currency'] or ''}\\\",\\n   673|                f\\\"- Hedge-Status: {row['candidate_hedge_status'] or 'unknown'}\\\",\\n   674|                f\\\"- Instrument-Status: {row['candidate_instrument_status'] or 'unknown'}\\\",\\n   675|                f\\\"- Confidence: {row['confidence'] or ''}\\\",\\n   676|                f\\\"- Ranking Score: {row['ranking_score'] or 0}\\\",\\n   677|                f\\\"- Recommended Action: {row['recommended_action'] or 'needs_manual_review'}\\\",\\n   678|                f\\\"- Ranking Reason: {row['ranking_reason'] or ''}\\\",\\n   679|                f\\\"- Risk Flags: {row['risk_flags'] or ''}\\\",\\n   680|                \\\"- Reviewer Decision: \\\",\\n   681|                \\\"- Reviewer Note: \\\",\\n   682|                \\\"\\\",\\n   683|            ])\\n   684|    path.write_text(\\\"\\\\n\\\".join(lines), encoding=\\\"utf-8\\\")\\n   685|    return {\\\"output_path\\\": str(path), \\\"instrument_count\\\": len(instruments), \\\"candidate_rows\\\": total_candidates, \\\"instruments_with_top_candidates\\\": instruments_with_top, \\\"top_candidates_present\\\": instruments_with_top == len(instruments) if instruments else False}\\n   686|\\n   687|\\n   688|def select_mapping_candidate(conn: Connection, *, candidate_id: str, note: str, created_by: str = \\\"system\\\") -> str:\\n   689|    if not note.strip():\\n   690|        raise ValueError(\\\"candidate selection requires a note\\\")\\n   691|    cand = conn.execute(\\\"SELECT * FROM instrument_price_mapping_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\n   692|    if cand is None:\\n   693|        raise ValueError(f\\\"candidate not found: {candidate_id}\\\")\\n   694|    mapping_id = confirm_instrument_price_mapping(\\n   695|        conn,\\n   696|        instrument_id=cand[\\\"instrument_id\\\"],\\n   697|        provider=cand[\\\"candidate_provider\\\"],\\n   698|        provider_symbol=cand[\\\"candidate_provider_symbol\\\"],\\n   699|        provider_market=cand[\\\"candidate_exchange\\\"],\\n   700|        confidence=cand[\\\"confidence\\\"],\\n   701|        note=note,\\n   702|        exchange=cand[\\\"candidate_exchange\\\"],\\n   703|        currency=cand[\\\"candidate_currency\\\"],\\n   704|        hedge_status=cand[\\\"candidate_hedge_status\\\"] if cand[\\\"candidate_hedge_status\\\"] != \\\"unknown\\\" else None,\\n   705|        hedged_to_currency=cand[\\\"candidate_hedged_to_currency\\\"],\\n   706|        instrument_status=cand[\\\"candidate_instrument_status\\\"] if cand[\\\"candidate_instrument_status\\\"] != \\\"unknown\\\" else None,\\n   707|        valuation_policy=cand[\\\"candidate_valuation_policy\\\"] or (\\\"live_price\\\" if cand[\\\"candidate_instrument_status\\\"] == \\\"active\\\" else None),\\n   708|        trading_currency=cand[\\\"candidate_currency\\\"],\\n   709|        created_by=created_by,\\n   710|    )\\n   711|    now = utc_now()\\n   712|    try:\\n   713|        from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n   714|        inst = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (cand[\\\"instrument_id\\\"],)).fetchone()\\n   715|        upsert_catalog_entry(\\n   716|            conn,\\n   717|            CatalogEntryInput(\\n   718|                asset_class=(cand[\\\"candidate_asset_class\\\"] or inst[\\\"asset_class\\\"] or \\\"equity\\\"),\\n   719|                name=cand[\\\"candidate_name\\\"] or inst[\\\"name\\\"],\\n   720|                isin=cand[\\\"isin\\\"] or inst[\\\"isin\\\"],\\n   721|                ticker=inst[\\\"ticker\\\"],\\n   722|                exchange=cand[\\\"candidate_exchange\\\"],\\n   723|                trading_currency=cand[\\\"candidate_currency\\\"],\\n   724|                instrument_currency=cand[\\\"candidate_currency\\\"] or inst[\\\"currency\\\"],\\n   725|                provider=cand[\\\"candidate_provider\\\"],\\n   726|                provider_symbol=cand[\\\"candidate_provider_symbol\\\"],\\n   727|                provider_market=cand[\\\"candidate_exchange\\\"],\\n   728|                is_currency_hedged=True if cand[\\\"candidate_hedge_status\\\"] == \\\"hedged\\\" else False if cand[\\\"candidate_hedge_status\\\"] == \\\"unhedged\\\" else None,\\n   729|                hedged_to_currency=cand[\\\"candidate_hedged_to_currency\\\"],\\n   730|                hedge_status=cand[\\\"candidate_hedge_status\\\"] or \\\"unknown\\\",\\n   731|                instrument_status=cand[\\\"candidate_instrument_status\\\"] or \\\"unknown\\\",\\n   732|                valuation_policy=cand[\\\"candidate_valuation_policy\\\"] or \\\"live_price\\\",\\n   733|                source=\\\"mapping_candidate_review\\\",\\n   734|                source_confidence=cand[\\\"confidence\\\"] or \\\"low\\\",\\n   735|                notes=\\\"Created/updated from confirmed mapping candidate; no portfolio amounts included.\\\",\\n   736|            ),\\n   737|            note=note,\\n   738|            created_by=created_by,\\n   739|        )\\n   740|    except Exception:\\n   741|        # Mapping confirmation already wrote the authoritative mapping; catalog update is best-effort and audited by upsert when it succeeds.\\n   742|        pass\\n   743|    conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='selected', updated_at=? WHERE candidate_id=?\\\", (now, candidate_id))\\n   744|    conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='rejected', updated_at=? WHERE instrument_id=? AND candidate_id<>? AND review_status IN ('proposed','needs_manual_review')\\\", (now, cand[\\\"instrument_id\\\"], candidate_id))\\n   745|    record_audit_event(\\n   746|        conn,\\n   747|        source=\\\"instrument_price_mapping_candidate\\\",\\n   748|        action=\\\"select_mapping_candidate\\\",\\n   749|        entity_type=\\\"instrument_price_mapping_candidate\\\",\\n   750|        entity_id=candidate_id,\\n   751|        new_values={\\\"mapping_id\\\": mapping_id, \\\"instrument_id\\\": cand[\\\"instrument_id\\\"], \\\"provider\\\": cand[\\\"candidate_provider\\\"], \\\"provider_symbol\\\": cand[\\\"candidate_provider_symbol\\\"]},\\n   752|        user_text_note=note,\\n   753|        confirmed=True,\\n   754|        created_by=created_by,\\n   755|    )\\n   756|    resolve_instrument_alerts(conn, instrument_id=cand[\\\"instrument_id\\\"], rule_ids=[\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\", \\\"candidate_review_required\\\"])\\n   757|    conn.commit()\\n   758|    return mapping_id\\n   759|\\n   760|\\n   761|def reject_mapping_candidate(conn: Connection, *, candidate_id: str, note: str, created_by: str = \\\"system\\\") -> None:\\n   762|    if not note.strip():\\n   763|        raise ValueError(\\\"candidate rejection requires a note\\\")\\n   764|    cand = conn.execute(\\\"SELECT * FROM instrument_price_mapping_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\n   765|    if cand is None:\\n   766|        raise ValueError(f\\\"candidate not found: {candidate_id}\\\")\\n   767|    now = utc_now()\\n   768|    conn.execute(\\\"UPDATE instrument_price_mapping_candidates SET review_status='rejected', updated_at=? WHERE candidate_id=?\\\", (now, candidate_id))\\n   769|    record_audit_event(\\n   770|        conn,\\n   771|        source=\\\"instrument_price_mapping_candidate\\\",\\n   772|        action=\\\"reject_mapping_candidate\\\",\\n   773|        entity_type=\\\"instrument_price_mapping_candidate\\\",\\n   774|        entity_id=candidate_id,\\n   775|        old_values={\\\"review_status\\\": cand[\\\"review_status\\\"]},\\n   776|        new_values={\\\"review_status\\\": \\\"rejected\\\"},\\n   777|        user_text_note=note,\\n   778|        confirmed=True,\\n   779|        created_by=created_by,\\n   780|    )\\n   781|    conn.commit()\\n   782|\\n   783|\\n   784|def get_mapping_candidate_summary(conn: Connection) -> dict[str, int]:\\n   785|    rows = conn.execute(\\\"SELECT confidence, COUNT(*) AS c FROM instrument_price_mapping_candidates GROUP BY confidence\\\").fetchall()\\n   786|    out = {\\\"total\\\": 0, \\\"high\\\": 0, \\\"medium\\\": 0, \\\"low\\\": 0}\\n   787|    for row in rows:\\n   788|        key = row[\\\"confidence\\\"] or \\\"low\\\"\\n   789|        if key in out:\\n   790|            out[key] += int(row[\\\"c\\\"] or 0)\\n   791|        out[\\\"total\\\"] += int(row[\\\"c\\\"] or 0)\\n   792|    return out\\n   793|\", \"total_lines\": 792, \"file_size\": 40650, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_rJibHtMuVeAQKCUskrV5gLiH", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|\\n     5|from jarvis_finance.dashboard import data\\n     6|from jarvis_finance.dashboard.components.tables import show_table\\n     7|from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\n     8|from jarvis_finance.fx.overrides import set_manual_fx_override\\n     9|from jarvis_finance.market_data.candidates import reject_mapping_candidate, select_mapping_candidate\\n    10|\\n    11|PAGE_TITLE = \\\"Equity/ETF Manage\\\"\\n    12|\\n    13|\\n    14|def _account_label(row: dict[str, str]) -> str:\\n    15|    return f\\\"{row['platform_name']} / {row['account_name']} [{row['currency']} ]\\\"\\n    16|\\n    17|\\n    18|def _instrument_label(row: dict[str, str]) -> str:\\n    19|    suffix = row.get(\\\"isin\\\") or row.get(\\\"ticker\\\") or row[\\\"instrument_id\\\"]\\n    20|    return f\\\"{row['name']} ({suffix})\\\"\\n    21|\\n    22|\\n    23|def _selected(rows: list[dict[str, str]], label: str | None, label_fn) -> dict[str, str] | None:\\n    24|    if not label:\\n    25|        return None\\n    26|    for row in rows:\\n    27|        if label_fn(row) == label:\\n    28|            return row\\n    29|    return None\\n    30|\\n    31|\\n    32|def render(st, conn) -> None:\\n    33|    st.title(\\\"Equity/ETF Manage\\\")\\n    34|    st.caption(\\\"Auditierbare manuelle Aktien-/ETF-Erfassung. Dashboard liest lokal; keine Broker-Dateien oder Live-APIs beim Rendern.\\\")\\n    35|    st.warning(\\\"Keine stillen Überschreibungen: Initial Snapshots, Transaktionen und Korrekturen werden als bestätigte Ledger-Ereignisse mit Audit-Log gespeichert.\\\")\\n    36|\\n    37|    options = get_equity_management_options(conn)\\n    38|    account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n    39|    instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n    40|    tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n    41|\\n    42|    with tabs[0]:\\n    43|        st.subheader(\\\"Instrument Search / Add Position\\\")\\n    44|        st.caption(\\\"Lokaler Katalog zuerst; externe Lookups nur über freigegebene Provider. Mehrere Listings bleiben Auswahlpflicht.\\\")\\n    45|        summary = data.get_instrument_catalog_summary(conn)\\n    46|        st.write(summary)\\n    47|        query = st.text_input(\\\"Suche nach ISIN, Symbol, Name, Provider-Symbol, Exchange oder Currency\\\", key=\\\"catalog_search_query\\\")\\n    48|        class_filter = st.selectbox(\\\"Filter\\\", [\\\"\\\", \\\"equity\\\", \\\"etf\\\", \\\"crypto\\\", \\\"cash\\\"], key=\\\"catalog_search_class\\\")\\n    49|        catalog_rows = data.get_instrument_catalog_entries(conn, query=query or None, asset_class=class_filter or None)\\n    50|        show_table(st, catalog_rows)\\n    51|        st.divider()\\n    52|        st.subheader(\\\"Katalogeintrag manuell anlegen\\\")\\n    53|        c_asset = st.selectbox(\\\"Assetklasse\\\", [\\\"equity\\\", \\\"etf\\\"], key=\\\"catalog_new_asset\\\")\\n    54|        c_name = st.text_input(\\\"Name\\\", key=\\\"catalog_new_name\\\")\\n    55|        c_isin = st.text_input(\\\"ISIN\\\", key=\\\"catalog_new_isin\\\")\\n    56|        c_ticker = st.text_input(\\\"Ticker/Symbol\\\", key=\\\"catalog_new_ticker\\\")\\n    57|        c_exchange = st.text_input(\\\"Exchange\\\", key=\\\"catalog_new_exchange\\\")\\n    58|        c_currency = st.selectbox(\\\"Trading/Instrument Currency\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"catalog_new_currency\\\")\\n    59|        c_provider = st.text_input(\\\"Provider\\\", value=\\\"manual\\\", key=\\\"catalog_new_provider\\\")\\n    60|        c_provider_symbol = st.text_input(\\\"Provider-Symbol\\\", key=\\\"catalog_new_provider_symbol\\\")\\n    61|        c_hedge = st.selectbox(\\\"Hedge Status\\\", [\\\"unknown\\\", \\\"hedged\\\", \\\"unhedged\\\"], key=\\\"catalog_new_hedge\\\")\\n    62|        c_status = st.selectbox(\\\"Instrument Status\\\", [\\\"unknown\\\", \\\"active\\\", \\\"suspended\\\", \\\"delisted\\\", \\\"merged\\\", \\\"inactive\\\"], key=\\\"catalog_new_status\\\")\\n    63|        c_policy = st.selectbox(\\\"Valuation Policy\\\", [\\\"live_price\\\", \\\"last_known_price\\\", \\\"manual_value\\\", \\\"exclude_from_auto_price_update\\\"], key=\\\"catalog_new_policy\\\")\\n    64|        c_note = st.text_area(\\\"Katalog-Notiz (Pflicht)\\\", key=\\\"catalog_new_note\\\")\\n    65|        if st.button(\\\"Katalogeintrag speichern\\\", key=\\\"catalog_new_save\\\"):\\n    66|            try:\\n    67|                cid = create_manual_catalog_entry(conn, asset_class=c_asset, name=c_name, isin=c_isin, ticker=c_ticker, exchange=c_exchange, currency=c_currency, provider=c_provider, provider_symbol=c_provider_symbol, hedge_status=c_hedge, instrument_status=c_status, valuation_policy=c_policy, note=c_note)\\n    68|                st.success(\\\"Katalogeintrag gespeichert; Audit-Log geschrieben.\\\")\\n    69|                st.write({\\\"catalog_entry_id\\\": cid})\\n    70|            except Exception as exc:\\n    71|                st.error(f\\\"Katalogspeicherung abgelehnt: {exc}\\\")\\n    72|        st.divider()\\n    73|        st.subheader(\\\"Position aus Katalog hinzufügen\\\")\\n    74|        entry_labels = [f\\\"{r.get('catalog_entry_id')} | {r.get('ticker') or ''} | {r.get('name')} | {r.get('isin') or ''} | {r.get('exchange') or ''} | {r.get('trading_currency') or ''}\\\" for r in catalog_rows]\\n    75|        entry_label = st.selectbox(\\\"Katalog-Kandidat auswählen\\\", entry_labels, key=\\\"catalog_position_entry\\\") if entry_labels else None\\n    76|        pos_account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"catalog_position_account\\\") if account_labels else None\\n    77|        pos_type = st.selectbox(\\\"Positionstyp\\\", [\\\"initial_snapshot\\\", \\\"buy\\\", \\\"manual_adjustment\\\"], key=\\\"catalog_position_type\\\")\\n    78|        pos_qty = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"catalog_position_qty\\\")\\n    79|        pos_date = st.date_input(\\\"Datum\\\", key=\\\"catalog_position_date\\\")\\n    80|        pos_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"catalog_position_currency\\\")\\n    81|        pos_cost = st.text_input(\\\"Einstandspreis / Cost Basis optional\\\", key=\\\"catalog_position_cost\\\")\\n    82|        pos_fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"catalog_position_fx_status\\\")\\n    83|        pos_fx_rate = st.text_input(\\\"FX-Rate optional\\\", key=\\\"catalog_position_fx_rate\\\")\\n    84|        pos_fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"catalog_position_fx_source\\\")\\n    85|        pos_note = st.text_area(\\\"Review-/Bestätigungsnotiz\\\", key=\\\"catalog_position_note\\\")\\n    86|        pos_confirm = st.checkbox(\\\"Ich bestätige diese einzelne Katalog-Position\\\", key=\\\"catalog_position_confirm\\\")\\n    87|        selected_pos_account = _selected(options[\\\"accounts\\\"], pos_account_label, _account_label)\\n    88|        if st.button(\\\"Position aus Katalog speichern\\\", key=\\\"catalog_position_save\\\", type=\\\"primary\\\"):\\n    89|            try:\\n    90|                if not entry_label or not selected_pos_account:\\n    91|                    raise ValueError(\\\"catalog entry and account are required\\\")\\n    92|                result = add_manual_position_from_catalog(conn, catalog_entry_id=entry_label.split(\\\" | \\\", 1)[0], account_id=selected_pos_account[\\\"account_id\\\"], position_type=pos_type, quantity_text=pos_qty, trade_date=str(pos_date), currency=pos_currency, cost_basis_original_text=pos_cost or None, fx_status=pos_fx_status, fx_rate_to_chf_text=pos_fx_rate or None, fx_source=pos_fx_source or None, note=pos_note, confirm=bool(pos_confirm))\\n    93|                st.success(\\\"Position gespeichert und auditierbar erfasst.\\\")\\n    94|                st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n    95|            except Exception as exc:\\n    96|                st.error(f\\\"Positionsspeicherung abgelehnt: {exc}\\\")\\n    97|\\n    98|    with tabs[1]:\\n    99|        st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n   100|        account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"equity_add_account\\\") if account_labels else None\\n   101|        asset_class = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"ETF\\\"], key=\\\"equity_add_class\\\")\\n   102|        name = st.text_input(\\\"Name\\\", key=\\\"equity_add_name\\\")\\n   103|        isin = st.text_input(\\\"ISIN (primäre Identifikation)\\\", key=\\\"equity_add_isin\\\")\\n   104|        ticker = st.text_input(\\\"Ticker optional\\\", key=\\\"equity_add_ticker\\\")\\n   105|        exchange = st.text_input(\\\"Exchange optional\\\", key=\\\"equity_add_exchange\\\")\\n   106|        currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"equity_add_currency\\\")\\n   107|        quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"equity_add_qty\\\")\\n   108|        cost_basis = st.text_input(\\\"Einstandspreis / Cost Basis Originalwährung\\\", key=\\\"equity_add_cost\\\")\\n   109|        fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=\\\"equity_add_fx\\\")\\n   110|        fx_source = st.text_input(\\\"FX-Quelle\\\", key=\\\"equity_add_fx_source\\\")\\n   111|        fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=\\\"equity_add_fx_status\\\")\\n   112|        snapshot_date = st.date_input(\\\"Snapshot-Datum\\\", key=\\\"equity_add_date\\\")\\n   113|        category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"equity_add_category\\\")\\n   114|        note = st.text_area(\\\"Notiz (Pflicht bei unvollständiger Historie)\\\", key=\\\"equity_add_note\\\")\\n   115|        with st.expander(\\\"ETF-spezifische Felder\\\"):\\n   116|            ter = st.text_input(\\\"TER optional\\\", key=\\\"equity_add_ter\\\")\\n   117|            distribution_policy = st.text_input(\\\"ausschüttend/thesaurierend optional\\\", key=\\\"equity_add_distribution\\\")\\n   118|            index_name = st.text_input(\\\"Index optional\\\", key=\\\"equity_add_index\\\")\\n   119|            fund_domicile = st.text_input(\\\"Fondsdomizil optional\\\", key=\\\"equity_add_domicile\\\")\\n   120|            benchmark = st.text_input(\\\"Benchmark optional\\\", key=\\\"equity_add_benchmark\\\")\\n   121|        confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"equity_add_confirm\\\")\\n   122|        selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n   123|        st.write({\\\"Aktion\\\": \\\"initial_position_snapshot\\\", \\\"Name\\\": name, \\\"ISIN\\\": isin or \\\"<fehlt>\\\", \\\"Ticker\\\": ticker or \\\"<fehlt>\\\", \\\"Währung\\\": currency, \\\"Datum\\\": str(snapshot_date), \\\"Hinweis\\\": \\\"Keine Massenänderung; Speicherung erst nach Bestätigung.\\\"})\\n   124|        if st.button(\\\"Bestätigt speichern\\\", key=\\\"equity_add_save\\\", type=\\\"primary\\\"):\\n   125|            try:\\n   126|                if not selected_account:\\n   127|                    raise ValueError(\\\"account is required\\\")\\n   128|                result = add_equity_initial_snapshot(\\n   129|                    conn,\\n   130|                    account_id=selected_account[\\\"account_id\\\"],\\n   131|                    asset_class=asset_class,\\n   132|                    name=name,\\n   133|                    isin=isin,\\n   134|                    ticker=ticker,\\n   135|                    exchange=exchange,\\n   136|                    currency=currency,\\n   137|                    quantity_text=quantity,\\n   138|                    cost_basis_original_text=cost_basis,\\n   139|                    snapshot_date=str(snapshot_date),\\n   140|                    category=category,\\n   141|                    note=note,\\n   142|                    fx_rate_to_chf_text=fx_rate or None,\\n   143|                    fx_source=fx_source or None,\\n   144|                    fx_status=fx_status,\\n   145|                    ter_text=ter or None,\\n   146|                    distribution_policy=distribution_policy or None,\\n   147|                    index_name=index_name or None,\\n   148|                    fund_domicile=fund_domicile or None,\\n   149|                    benchmark=benchmark or None,\\n   150|                    confirm=bool(confirm),\\n   151|                )\\n   152|                st.success(\\\"Initial Snapshot gespeichert und auditierbar erfasst.\\\")\\n   153|                st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n   154|            except Exception as exc:\\n   155|                st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n   156|\\n   157|    def transaction_form(tab, title: str, tx_type: str) -> None:\\n   158|        with tab:\\n   159|            st.subheader(title)\\n   160|            account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=f\\\"equity_{tx_type}_account\\\") if account_labels else None\\n   161|            instrument_label = st.selectbox(\\\"Instrument\\\", instrument_labels, key=f\\\"equity_{tx_type}_instrument\\\") if instrument_labels else None\\n   162|            date_value = st.date_input(\\\"Datum\\\", key=f\\\"equity_{tx_type}_date\\\")\\n   163|            qty_default = \\\"0\\\" if tx_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"} else \\\"\\\"\\n   164|            quantity = st.text_input(\\\"Menge als Decimal-Text\\\", value=qty_default, key=f\\\"equity_{tx_type}_qty\\\")\\n   165|            gross = st.text_input(\\\"Brutto/Cost/Proceeds Originalwährung\\\", key=f\\\"equity_{tx_type}_gross\\\")\\n   166|            currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=f\\\"equity_{tx_type}_currency\\\")\\n   167|            fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=f\\\"equity_{tx_type}_fx\\\")\\n   168|            fx_source = st.text_input(\\\"FX-Quelle\\\", key=f\\\"equity_{tx_type}_fx_source\\\")\\n   169|            fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=f\\\"equity_{tx_type}_fx_status\\\")\\n   170|            note = st.text_area(\\\"Notiz / Grund\\\", key=f\\\"equity_{tx_type}_note\\\")\\n   171|            confirm = st.checkbox(\\\"Ich bestätige diese Änderung\\\", key=f\\\"equity_{tx_type}_confirm\\\")\\n   172|            selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n   173|            selected_instrument = _selected(options[\\\"instruments\\\"], instrument_label, _instrument_label)\\n   174|            st.write({\\\"Aktion\\\": tx_type, \\\"Instrument\\\": instrument_label, \\\"Datum\\\": str(date_value), \\\"FX-Status\\\": fx_status})\\n   175|            if st.button(\\\"Bestätigt speichern\\\", key=f\\\"equity_{tx_type}_save\\\"):\\n   176|                try:\\n   177|                    if not selected_account or not selected_instrument:\\n   178|                        raise ValueError(\\\"account and instrument are required\\\")\\n   179|                    result = add_equity_transaction(\\n   180|                        conn,\\n   181|                        account_id=selected_account[\\\"account_id\\\"],\\n   182|                        instrument_id=selected_instrument[\\\"instrument_id\\\"],\\n   183|                        transaction_type=tx_type,\\n   184|                        trade_date=str(date_value),\\n   185|                        quantity_text=quantity,\\n   186|                        gross_amount_original_text=gross,\\n   187|                        currency=currency,\\n   188|                        fx_rate_to_chf_text=fx_rate or None,\\n   189|                        fx_source=fx_source or None,\\n   190|                        fx_status=fx_status,\\n   191|                        note=note,\\n   192|                        confirm=bool(confirm),\\n   193|                    )\\n   194|                    st.success(\\\"Transaktion gespeichert und auditierbar erfasst.\\\")\\n   195|                    st.write({\\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n   196|                except Exception as exc:\\n   197|                    st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n   198|\\n   199|    transaction_form(tabs[2], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n   200|    transaction_form(tabs[3], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n   201|    transaction_form(tabs[4], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n   202|    transaction_form(tabs[5], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n   203|    transaction_form(tabs[6], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n   204|    transaction_form(tabs[7], \\\"Fee erfassen\\\", \\\"fee\\\")\\n   205|    transaction_form(tabs[8], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n   206|\\n   207|    with tabs[9]:\\n   208|        st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n   209|        show_table(st, data.get_positions(conn))\\n   210|        st.divider()\\n   211|        st.subheader(\\\"Instrument Price Mapping Review\\\")\\n   212|        st.caption(\\\"Runtime-Review: Kandidaten ansehen und manuell bestätigen. Keine Live-API und keine Positionsänderung beim Rendern.\\\")\\n   213|        review_rows = data.get_instrument_mapping_review(conn)\\n   214|        show_table(st, review_rows)\\n   215|        candidates = data.get_instrument_mapping_candidates(conn)\\n   216|        show_table(st, candidates)\\n   217|        candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\\n   218|        selected_candidate_label = st.selectbox(\\\"Mapping-Kandidat auswählen\\\", candidate_labels, key=\\\"mapping_candidate_select\\\") if candidate_labels else None\\n   219|        mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n   220|        if st.button(\\\"Ausgewählten Mapping-Kandidaten bestätigen\\\", key=\\\"mapping_candidate_confirm\\\"):\\n   221|            try:\\n   222|                if not selected_candidate_label:\\n   223|                    raise ValueError(\\\"candidate is required\\\")\\n   224|                candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n   225|                mapping_id = select_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n   226|                st.success(\\\"Mapping-Kandidat bestätigt; Audit-Log geschrieben.\\\")\\n   227|                st.write({\\\"mapping_id\\\": mapping_id})\\n   228|            except Exception as exc:\\n   229|                st.error(f\\\"Mapping-Auswahl abgelehnt: {exc}\\\")\\n   230|        if st.button(\\\"Ausgewählten Mapping-Kandidaten ablehnen\\\", key=\\\"mapping_candidate_reject\\\"):\\n   231|            try:\\n   232|                if not selected_candidate_label:\\n   233|                    raise ValueError(\\\"candidate is required\\\")\\n   234|                candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n   235|                reject_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n   236|                st.success(\\\"Mapping-Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n   237|            except Exception as exc:\\n   238|                st.error(f\\\"Mapping-Ablehnung abgelehnt: {exc}\\\")\\n   239|        st.caption(\\\"Manuell erfassen: neuen Katalogeintrag im Tab 'Instrument Search / Add Position' speichern. Keine Portfolio-Transaktion wird durch Mapping Review geändert.\\\")\\n   240|        st.divider()\\n   241|        st.subheader(\\\"FX Override Review\\\")\\n   242|        st.caption(\\\"Historische FX-Rates nur manuell mit Quelle/Notiz erfassen. Keine Rates ohne bewusste Speicherung.\\\")\\n   243|        fx_rows = data.get_fx_override_requirements(conn)\\n   244|        show_table(st, fx_rows)\\n   245|        fx_labels = [f\\\"{r['base_currency']}/{r['quote_currency']} {r['rate_date']} ({r['fx_status']})\\\" for r in fx_rows]\\n   246|        fx_label = st.selectbox(\\\"FX-Paar/Datum\\\", fx_labels, key=\\\"fx_override_select\\\") if fx_labels else None\\n   247|        fx_rate = st.text_input(\\\"FX-Rate zu CHF\\\", key=\\\"fx_override_rate\\\")\\n   248|        fx_note = st.text_area(\\\"FX-Quelle/Notiz (Pflicht)\\\", key=\\\"fx_override_note\\\")\\n   249|        if st.button(\\\"Manual FX Override speichern\\\", key=\\\"fx_override_save\\\"):\\n   250|            try:\\n   251|                if not fx_label:\\n   252|                    raise ValueError(\\\"fx pair/date is required\\\")\\n   253|                pair, date_part = fx_label.split(\\\" \\\", 1)\\n   254|                base, quote = pair.split(\\\"/\\\", 1)\\n   255|                rate_date = date_part.split(\\\" \\\", 1)[0]\\n   256|                set_manual_fx_override(conn, base_currency=base, quote_currency=quote, rate_date=rate_date, rate=Decimal(fx_rate), note=fx_note, created_by=\\\"dashboard\\\")\\n   257|                st.success(\\\"Manual FX Override gespeichert und auditierbar erfasst.\\\")\\n   258|            except Exception as exc:\\n   259|                st.error(f\\\"FX Override abgelehnt: {exc}\\\")\\n   260|\", \"total_lines\": 259, \"file_size\": 18367, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_alfP2mmAAkwlxyy4rbi4X4Ps", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import json\\n     4|from decimal import Decimal, InvalidOperation, ROUND_HALF_UP\\n     5|from pathlib import Path\\n     6|from sqlite3 import Connection\\n     7|\\n     8|from jarvis_finance.config.settings import Settings\\n     9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n    10|from jarvis_finance.ledger.cash import calculate_cash_balances\\n    11|from jarvis_finance.ledger.positions import calculate_positions\\n    12|from jarvis_finance.market.providers import is_price_stale\\n    13|\\n    14|MONEY = Decimal(\\\"0.01\\\")\\n    15|\\n    16|\\n    17|def d(value: object, default: str = \\\"0\\\") -> Decimal:\\n    18|    if value is None or str(value).strip() == \\\"\\\":\\n    19|        return Decimal(default)\\n    20|    try:\\n    21|        return Decimal(str(value))\\n    22|    except InvalidOperation:\\n    23|        return Decimal(default)\\n    24|\\n    25|\\n    26|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:\\n    27|    if value is None:\\n    28|        return \\\"\\\"\\n    29|    value = d(value)\\n    30|    if places:\\n    31|        value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n    32|    return format(value, \\\"f\\\")\\n    33|\\n    34|\\n    35|def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n    36|    if value is None:\\n    37|        return f\\\"n/a {currency}\\\"\\n    38|    return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n    39|\\n    40|\\n    41|def rowdicts(rows) -> list[dict[str, str]]:\\n    42|    return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n    43|\\n    44|\\n    45|def db_exists(path: str | Path) -> bool:\\n    46|    return Path(path).expanduser().exists()\\n    47|\\n    48|\\n    49|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n    50|    try:\\n    51|        settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n    52|        return False\\n    53|    except ValueError:\\n    54|        return True\\n    55|\\n    56|\\n    57|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n    58|    row = conn.execute(\\n    59|        \\\"\\\"\\\"\\n    60|        SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n    61|        FROM crypto_prices\\n    62|        WHERE asset_id=? AND price_currency=?\\n    63|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n    64|        \\\"\\\"\\\",\\n    65|        (asset_id, currency.upper()),\\n    66|    ).fetchone()\\n    67|    if not row:\\n    68|        return None\\n    69|    item = dict(row)\\n    70|    ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n    71|    if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n    72|        item[\\\"quality_status\\\"] = \\\"stale\\\"\\n    73|    return item\\n    74|\\n    75|\\n    76|def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n    77|    holdings = calculate_crypto_holdings(conn)\\n    78|    rows: list[dict[str, str]] = []\\n    79|    for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n    80|        qty = holding.quantity\\n    81|        asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n    82|        if not asset:\\n    83|            continue\\n    84|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n    85|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n    86|        value = qty * price_dec if price_dec is not None else None\\n    87|        rows.append({\\n    88|            \\\"asset_id\\\": asset_id,\\n    89|            \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n    90|            \\\"symbol\\\": asset[\\\"symbol\\\"],\\n    91|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n    92|            \\\"quantity\\\": dec_text(qty),\\n    93|            \\\"latest_price_chf\\\": dec_text(price_dec, \\\"0.01\\\") if price_dec is not None else \\\"\\\",\\n    94|            \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n    95|            \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n    96|            \\\"fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n    97|        })\\n    98|    return rows\\n    99|\\n   100|\\n   101|def get_crypto_by_wallet(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n   102|    holdings = calculate_crypto_holdings(conn)\\n   103|    rows: list[dict[str, str]] = []\\n   104|    for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n   105|        wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n   106|        asset = conn.execute(\\\"SELECT coin_name, symbol, coingecko_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   107|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   108|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   109|        value = holding.quantity * price_dec if price_dec is not None else None\\n   110|        rows.append({\\n   111|            \\\"wallet_id\\\": wallet_id,\\n   112|            \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n   113|            \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n   114|            \\\"provider\\\": wallet[\\\"platform_provider\\\"] if wallet else \\\"\\\",\\n   115|            \\\"coin_name\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n   116|            \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n   117|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] if asset else \\\"\\\",\\n   118|            \\\"quantity\\\": dec_text(holding.quantity),\\n   119|            \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n   120|            \\\"wallet_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n   121|            \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n   122|            \\\"price_fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n   123|            \\\"verification_status\\\": holding.verification_status,\\n   124|            \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n   125|        })\\n   126|    return rows\\n   127|\\n   128|\\n   129|def get_wallets(conn: Connection) -> list[dict[str, str]]:\\n   130|    return rowdicts(conn.execute(\\n   131|        \\\"\\\"\\\"\\n   132|        SELECT wallet_id, wallet_name, wallet_type, platform_provider AS provider,\\n   133|               network_chain, last_verified_at, is_active, notes\\n   134|        FROM crypto_wallets ORDER BY wallet_name\\n   135|        \\\"\\\"\\\"\\n   136|    ).fetchall())\\n   137|\\n   138|\\n   139|def get_latest_crypto_transactions(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n   140|    return rowdicts(conn.execute(\\n   141|        \\\"\\\"\\\"\\n   142|        SELECT ct.transaction_datetime, ct.transaction_type, ca.symbol, ct.quantity, ct.fee_quantity,\\n   143|               fw.wallet_name AS from_wallet, tw.wallet_name AS to_wallet, ct.currency_original,\\n   144|               ct.amount_chf, ct.confirmation_status, ct.source\\n   145|        FROM crypto_transactions ct\\n   146|        LEFT JOIN crypto_assets ca ON ca.asset_id=ct.asset_id\\n   147|        LEFT JOIN crypto_wallets fw ON fw.wallet_id=ct.from_wallet_id\\n   148|        LEFT JOIN crypto_wallets tw ON tw.wallet_id=ct.to_wallet_id\\n   149|        ORDER BY ct.transaction_datetime DESC, ct.created_at DESC LIMIT ?\\n   150|        \\\"\\\"\\\", (limit,)\\n   151|    ).fetchall())\\n   152|\\n   153|\\n   154|def get_platform_overview(conn: Connection) -> list[dict[str, str]]:\\n   155|    return rowdicts(conn.execute(\\n   156|        \\\"\\\"\\\"\\n   157|        SELECT p.name AS platform, p.platform_type, a.account_name, a.account_type, a.currency,\\n   158|               a.performance_included, a.is_active\\n   159|        FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   160|        ORDER BY p.name, a.account_name\\n   161|        \\\"\\\"\\\"\\n   162|    ).fetchall())\\n   163|\\n   164|\\n   165|def get_cash_overview(conn: Connection) -> list[dict[str, str]]:\\n   166|    result = calculate_cash_balances(conn)\\n   167|    rows: list[dict[str, str]] = []\\n   168|    for (account_id, currency), bal in sorted(result.balances.items()):\\n   169|        row = conn.execute(\\n   170|            \\\"SELECT a.account_name, p.name AS platform FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id WHERE a.account_id=?\\\",\\n   171|            (account_id,),\\n   172|        ).fetchone()\\n   173|        rows.append({\\n   174|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   175|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   176|            \\\"currency\\\": currency,\\n   177|            \\\"amount_original\\\": dec_text(bal.amount_original, \\\"0.01\\\"),\\n   178|            \\\"amount_chf\\\": dec_text(bal.amount_chf, \\\"0.01\\\") if bal.amount_chf is not None else \\\"\\\",\\n   179|            \\\"quality_status\\\": bal.quality_status,\\n   180|        })\\n   181|    return rows\\n   182|\\n   183|\\n   184|def get_positions(conn: Connection) -> list[dict[str, str]]:\\n   185|    result = calculate_positions(conn)\\n   186|    rows: list[dict[str, str]] = []\\n   187|    for (account_id, instrument_id), pos in sorted(result.positions.items()):\\n   188|        row = conn.execute(\\n   189|            \\\"\\\"\\\"\\n   190|            SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency,\\n   191|                   i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status\\n   192|            FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   193|            JOIN instruments i ON i.instrument_id=? WHERE a.account_id=?\\n   194|            \\\"\\\"\\\",\\n   195|            (instrument_id, account_id),\\n   196|        ).fetchone()\\n   197|        rows.append({\\n   198|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   199|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   200|            \\\"asset_class\\\": row[\\\"asset_class\\\"] if row else \\\"\\\",\\n   201|            \\\"name\\\": row[\\\"name\\\"] if row else instrument_id,\\n   202|            \\\"ticker\\\": row[\\\"ticker\\\"] if row else \\\"\\\",\\n   203|            \\\"isin\\\": row[\\\"isin\\\"] if row else \\\"\\\",\\n   204|            \\\"quantity\\\": dec_text(pos.quantity),\\n   205|            \\\"cost_basis_chf\\\": dec_text(pos.cost_basis_chf, \\\"0.01\\\"),\\n   206|            \\\"market_value_chf\\\": dec_text(pos.market_value_chf, \\\"0.01\\\") if pos.market_value_chf is not None else \\\"\\\",\\n   207|            \\\"price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   208|            \\\"provider_symbol_status\\\": \\\"mapped\\\" if conn.execute(\\\"SELECT 1 FROM instrument_price_mappings WHERE instrument_id=? AND mapping_status='mapped' AND provider_symbol IS NOT NULL LIMIT 1\\\", (instrument_id,)).fetchone() else \\\"missing_provider_symbol\\\",\\n   209|            \\\"hedge_status\\\": row[\\\"hedge_status\\\"] if row else pos.hedge_status,\\n   210|            \\\"instrument_status\\\": row[\\\"instrument_status\\\"] if row else pos.instrument_status,\\n   211|            \\\"valuation_policy\\\": row[\\\"valuation_policy\\\"] if row else pos.valuation_policy,\\n   212|            \\\"fx_status\\\": \\\"ok\\\" if \\\"missing_fx\\\" not in pos.quality_warnings else \\\"missing_fx\\\",\\n   213|            \\\"market_price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   214|            \\\"valuation_timestamp_status\\\": pos.valuation_timestamp_status,\\n   215|            \\\"corporate_action_status\\\": row[\\\"corporate_action_status\\\"] if row else pos.corporate_action_status,\\n   216|            \\\"valuation_status\\\": pos.valuation_status,\\n   217|            \\\"total_return_chf\\\": dec_text(pos.total_return_chf, \\\"0.01\\\") if pos.total_return_chf is not None else \\\"\\\",\\n   218|            \\\"total_return_status\\\": \\\"complete\\\" if pos.total_return_chf is not None else \\\"incomplete\\\",\\n   219|            \\\"quality_warnings\\\": \\\",\\\".join(pos.quality_warnings),\\n   220|            \\\"data_quality_status\\\": pos.data_quality_status,\\n   221|        })\\n   222|    return rows\\n   223|\\n   224|\\n   225|def get_ledger_transactions(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n   226|    return rowdicts(conn.execute(\\n   227|        \\\"\\\"\\\"\\n   228|        SELECT t.trade_date, p.name AS platform, a.account_name, t.transaction_type,\\n   229|               i.name AS instrument, i.ticker, t.quantity, t.gross_amount_original,\\n   230|               t.net_amount_original, t.currency_original, t.fx_status, t.quality_status,\\n   231|               t.source_type, t.source_id\\n   232|        FROM transactions t\\n   233|        LEFT JOIN accounts a ON a.account_id=t.account_id\\n   234|        LEFT JOIN platforms p ON p.platform_id=a.platform_id\\n   235|        LEFT JOIN instruments i ON i.instrument_id=t.instrument_id\\n   236|        ORDER BY t.trade_date DESC, t.created_at DESC LIMIT ?\\n   237|        \\\"\\\"\\\", (limit,)\\n   238|    ).fetchall())\\n   239|\\n   240|\\n   241|def get_watchlist(conn: Connection) -> list[dict[str, str]]:\\n   242|    return rowdicts(conn.execute(\\\"SELECT name, asset_class, reason, status, target_entry_price, target_entry_currency, investment_case, bear_case, next_review_date FROM watchlist ORDER BY name\\\").fetchall())\\n   243|\\n   244|\\n   245|def get_alerts(conn: Connection) -> list[dict[str, str]]:\\n   246|    return rowdicts(conn.execute(\\n   247|        \\\"\\\"\\\"\\n   248|        SELECT priority, status, category, entity_type, entity_id, rule_id, message,\\n   249|               occurrence_count, last_seen_at, resolved_at, muted_until, fingerprint, dedup_key, created_at\\n   250|        FROM alerts\\n   251|        ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, status, created_at DESC\\n   252|        \\\"\\\"\\\"\\n   253|    ).fetchall())\\n   254|\\n   255|\\n   256|def get_audit_events(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n   257|    rows = conn.execute(\\n   258|        \\\"\\\"\\\"\\n   259|        SELECT timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json,\\n   260|               confirmed, created_by, quality_status\\n   261|        FROM audit_log ORDER BY timestamp DESC LIMIT ?\\n   262|        \\\"\\\"\\\", (limit,)\\n   263|    ).fetchall()\\n   264|    out: list[dict[str, str]] = []\\n   265|    for row in rows:\\n   266|        item = {k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()}\\n   267|        for key in (\\\"old_values_json\\\", \\\"new_values_json\\\"):\\n   268|            if item[key]:\\n   269|                try:\\n   270|                    item[key] = json.dumps(json.loads(item[key]), ensure_ascii=False, indent=2, sort_keys=True)\\n   271|                except json.JSONDecodeError:\\n   272|                    pass\\n   273|        out.append(item)\\n   274|    return out\\n   275|\\n   276|\\n   277|def get_data_quality(conn: Connection) -> list[dict[str, str]]:\\n   278|    items: list[dict[str, str]] = []\\n   279|    checks = [\\n   280|        (\\\"fehlende FX\\\", \\\"SELECT COUNT(*) AS c FROM transactions WHERE fx_status='missing'\\\", \\\"kritisch\\\"),\\n   281|        (\\\"fehlende/stale FX Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_fx','stale_fx','historical_fx_unavailable','manual_override_required')\\\", \\\"kritisch\\\"),\\n   282|        (\\\"historical FX unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='historical_fx_unavailable'\\\", \\\"kritisch\\\"),\\n   283|        (\\\"manual override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_override_required'\\\", \\\"kritisch\\\"),\\n   284|        (\\\"fehlende Provider-Symbole\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n   285|        (\\\"provider lookup unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='provider_lookup_unavailable'\\\", \\\"warnung\\\"),\\n   286|        (\\\"ambiguous provider mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n   287|        (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n   288|        (\\\"manual FX override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')\\\", \\\"kritisch\\\"),\\n   289|        (\\\"fehlende Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'\\\", \\\"warnung\\\"),\\n   290|        (\\\"stale Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_market_price'\\\", \\\"warnung\\\"),\\n   291|        (\\\"ambiguous Instrument Mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_instrument_mapping'\\\", \\\"warnung\\\"),\\n   292|        (\\\"price currency mismatch\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='price_currency_mismatch'\\\", \\\"warnung\\\"),\\n   293|        (\\\"hedge status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n   294|        (\\\"stale valuation\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_valuation'\\\", \\\"warnung\\\"),\\n   295|        (\\\"corporate action suspected\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='corporate_action_suspected'\\\", \\\"warnung\\\"),\\n   296|        (\\\"split/corporate action review\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='split_or_corporate_action_review_required'\\\", \\\"warnung\\\"),\\n   297|        (\\\"delisted/suspended\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='delisted_or_suspended'\\\", \\\"warnung\\\"),\\n   298|        (\\\"snapshot_only Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='snapshot_only'\\\", \\\"info\\\"),\\n   299|        (\\\"cost_basis_uncertain Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='cost_basis_uncertain'\\\", \\\"warnung\\\"),\\n   300|        (\\\"fehlende CoinGecko-ID\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets WHERE coingecko_id IS NULL OR coingecko_id='' \\\", \\\"warnung\\\"),\\n   301|        (\\\"fehlende Crypto-Preise\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets ca LEFT JOIN crypto_prices cp ON cp.asset_id=ca.asset_id WHERE cp.crypto_price_id IS NULL\\\", \\\"warnung\\\"),\\n   302|        (\\\"fehlende ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE asset_class IN ('equity','etf') AND (isin IS NULL OR isin='') AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n   303|        (\\\"Catalog Instrumente ohne ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE asset_class IN ('equity','stock','etf') AND (isin IS NULL OR isin='')\\\", \\\"warnung\\\"),\\n   304|        (\\\"Catalog Ticker ohne Exchange\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(ticker,'')<>'' AND COALESCE(exchange,'')=''\\\", \\\"warnung\\\"),\\n   305|        (\\\"Catalog mehrere Listings gleicher ISIN\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\", \\\"info\\\"),\\n   306|        (\\\"Manual Review needed\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_review_needed'\\\", \\\"warnung\\\"),\\n   307|        (\\\"Mapping-Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review')\\\", \\\"warnung\\\"),\\n   308|        (\\\"Instrumente mit mehreren Mapping-Kandidaten\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT instrument_id FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') GROUP BY instrument_id HAVING COUNT(*) > 1)\\\", \\\"warnung\\\"),\\n   309|        (\\\"Valuation not ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown')\\\", \\\"warnung\\\"),\\n   310|        (\\\"fehlende FX in Import-Reviews\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%missing_fx%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n   311|        (\\\"snapshot_only Positionen\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%snapshot_only%' AND mapping_status!='ignored'\\\", \\\"info\\\"),\\n   312|        (\\\"cost_basis_uncertain\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%cost_basis_uncertain%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n   313|        (\\\"aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active'\\\", \\\"warnung\\\"),\\n   314|        (\\\"resolved Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='resolved'\\\", \\\"ok\\\"),\\n   315|        (\\\"alte aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND last_seen_at < datetime('now', '-7 days')\\\", \\\"info\\\"),\\n   316|    ]\\n   317|    for label, sql, severity in checks:\\n   318|        row = conn.execute(sql).fetchone()\\n   319|        count = int(row[\\\"c\\\"] or 0) if row else 0\\n   320|        sev = severity if count else \\\"ok\\\"\\n   321|        items.append({\\\"check\\\": label, \\\"count\\\": str(count), \\\"severity\\\": sev})\\n   322|    for flag_row in get_review_quality_flag_counts(conn):\\n   323|        count = int(flag_row[\\\"open_items\\\"] or 0)\\n   324|        items.append({\\\"check\\\": f\\\"Review Flag: {flag_row['quality_flag']}\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n   325|    for ready in get_review_readiness_counts(conn):\\n   326|        count = int(ready[\\\"count\\\"] or 0)\\n   327|        sev = \\\"ok\\\" if ready[\\\"readiness_status\\\"] in {\\\"ready_for_import\\\", \\\"ignored\\\"} else (\\\"warnung\\\" if count else \\\"ok\\\")\\n   328|        items.append({\\\"check\\\": f\\\"Review Readiness: {ready['readiness_status']}\\\", \\\"count\\\": str(count), \\\"severity\\\": sev})\\n   329|    for source in get_ready_for_import_by_source(conn):\\n   330|        if int(source[\\\"total\\\"] or 0) and int(source[\\\"ready_for_import\\\"] or 0) == 0:\\n   331|            items.append({\\\"check\\\": f\\\"Quelle ohne ready_for_import: {source['source_platform']}\\\", \\\"count\\\": source[\\\"total\\\"], \\\"severity\\\": \\\"warnung\\\"})\\n   332|    missing_snapshot = conn.execute(\\\"SELECT COUNT(*) AS c FROM broker_import_dry_runs WHERE snapshot_date_status='missing'\\\").fetchone()\\n   333|    count = int(missing_snapshot[\\\"c\\\"] or 0) if missing_snapshot else 0\\n   334|    items.append({\\\"check\\\": \\\"Dry Runs ohne Snapshot Date\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n   335|    return items\\n   336|\\n   337|\\n   338|def get_instrument_catalog_entries(conn: Connection, query: str | None = None, asset_class: str | None = None) -> list[dict[str, str]]:\\n   339|    if query:\\n   340|        from jarvis_finance.market_data.catalog import search_local_catalog\\n   341|        return [r.__dict__ for r in search_local_catalog(conn, query, asset_class)]\\n   342|    sql = \\\"\\\"\\\"\\n   343|        SELECT catalog_entry_id, asset_class, name, isin, ticker, exchange, trading_currency,\\n   344|               instrument_currency, provider, provider_symbol, provider_market, hedge_status,\\n   345|               instrument_status, valuation_policy, source, source_confidence, last_verified_at\\n   346|        FROM instrument_catalog_entries\\n   347|    \\\"\\\"\\\"\\n   348|    params: list[object] = []\\n   349|    if asset_class:\\n   350|        sql += \\\" WHERE asset_class=?\\\"\\n   351|        params.append(asset_class.lower())\\n   352|    sql += \\\" ORDER BY name, exchange, trading_currency LIMIT 100\\\"\\n   353|    return rowdicts(conn.execute(sql, tuple(params)).fetchall())\\n   354|\\n   355|\\n   356|def get_instrument_catalog_summary(conn: Connection) -> dict[str, str]:\\n   357|    total = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n   358|    multi = conn.execute(\\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\").fetchone()[\\\"c\\\"]\\n   359|    no_provider = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(provider_symbol,'')='' \\\").fetchone()[\\\"c\\\"]\\n   360|    manual = conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_review_needed','missing_provider_symbol','ambiguous_provider_mapping')\\\").fetchone()[\\\"c\\\"]\\n   361|    return {\\\"catalog_entries\\\": str(total or 0), \\\"multiple_listings\\\": str(multi or 0), \\\"without_provider_symbol\\\": str(no_provider or 0), \\\"manual_review_required\\\": str(manual or 0)}\\n   362|\\n   363|\\n   364|def get_instrument_mapping_review(conn: Connection) -> list[dict[str, str]]:\\n   365|    rows = conn.execute(\\n   366|        \\\"\\\"\\\"\\n   367|        SELECT i.instrument_id, i.isin, i.name, i.ticker, i.exchange, i.currency,\\n   368|               i.hedge_status, i.instrument_status, i.valuation_policy,\\n   369|               COALESCE(m.mapping_status, 'missing_provider_symbol') AS mapping_status,\\n   370|               COALESCE(m.provider, '') AS provider,\\n   371|               COALESCE(m.provider_symbol, '') AS provider_symbol,\\n   372|               COUNT(c.candidate_id) AS candidate_count\\n   373|        FROM instruments i\\n   374|        JOIN transactions t ON t.instrument_id=i.instrument_id\\n   375|        LEFT JOIN instrument_price_mappings m ON m.instrument_id=i.instrument_id AND m.mapping_status='mapped'\\n   376|        LEFT JOIN instrument_price_mapping_candidates c ON c.instrument_id=i.instrument_id AND c.review_status IN ('proposed','needs_manual_review')\\n   377|        WHERE t.transaction_type='initial_position_snapshot'\\n   378|          AND t.source_type='broker_import_reviewed_snapshot'\\n   379|          AND COALESCE(t.is_voided,0)=0\\n   380|        GROUP BY i.instrument_id\\n   381|        ORDER BY i.isin, i.name\\n   382|        \\\"\\\"\\\"\\n   383|    ).fetchall()\\n   384|    return rowdicts(rows)\\n   385|\\n   386|\\n   387|def get_instrument_mapping_candidates(conn: Connection, instrument_id: str | None = None) -> list[dict[str, str]]:\\n   388|    if instrument_id:\\n   389|        rows = conn.execute(\\n   390|            \\\"\\\"\\\"\\n   391|            SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n   392|                   candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n   393|                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n   394|                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n   395|                   evidence_source, evidence_note, review_status, created_at\\n   396|            FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n   397|            ORDER BY CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n   398|            \\\"\\\"\\\",\\n   399|            (instrument_id,),\\n   400|        ).fetchall()\\n   401|    else:\\n   402|        rows = conn.execute(\\n   403|            \\\"\\\"\\\"\\n   404|            SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n   405|                   candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n   406|                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n   407|                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n   408|                   evidence_source, evidence_note, review_status, created_at\\n   409|            FROM instrument_price_mapping_candidates\\n   410|            ORDER BY instrument_id, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n   411|            \\\"\\\"\\\"\\n   412|        ).fetchall()\\n   413|    return rowdicts(rows)\\n   414|\\n   415|\\n   416|def get_fx_override_requirements(conn: Connection) -> list[dict[str, str]]:\\n   417|    rows = conn.execute(\\n   418|        \\\"\\\"\\\"\\n   419|        SELECT t.currency_original AS base_currency, 'CHF' AS quote_currency, t.trade_date AS rate_date,\\n   420|               COUNT(DISTINCT t.instrument_id) AS instrument_count,\\n   421|               CASE WHEN fr.fx_rate_id IS NULL THEN 'missing_fx' ELSE fr.quality_status END AS fx_status\\n   422|        FROM transactions t\\n   423|        LEFT JOIN fx_rates fr ON fr.base_currency=t.currency_original AND fr.quote_currency='CHF' AND fr.rate_date=t.trade_date\\n   424|        WHERE t.transaction_type='initial_position_snapshot'\\n   425|          AND t.source_type='broker_import_reviewed_snapshot'\\n   426|          AND COALESCE(t.is_voided,0)=0\\n   427|          AND t.currency_original IS NOT NULL\\n   428|          AND t.currency_original <> 'CHF'\\n   429|        GROUP BY t.currency_original, t.trade_date, fx_status\\n   430|        ORDER BY t.currency_original, t.trade_date\\n   431|        \\\"\\\"\\\"\\n   432|    ).fetchall()\\n   433|    return rowdicts(rows)\\n   434|\\n   435|\\n   436|def get_import_wizard_summary(conn: Connection) -> dict[str, str]:\\n   437|    from jarvis_finance.imports.broker_mapping import build_import_wizard_summary\\n   438|\\n   439|    return build_import_wizard_summary(conn)\\n   440|\\n   441|\\n   442|def get_manual_review_items(conn: Connection) -> list[dict[str, str]]:\\n   443|    from jarvis_finance.imports.broker_mapping import get_manual_review_queue\\n   444|\\n   445|    return get_manual_review_queue(conn)\\n   446|\\n   447|\\n   448|def get_broker_dry_runs(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n   449|    from jarvis_finance.imports.broker_mapping import get_dry_run_sessions\\n   450|\\n   451|    return get_dry_run_sessions(conn, limit=limit)\\n   452|\\n   453|\\n   454|def get_safe_mode_status(conn: Connection) -> dict[str, str]:\\n   455|    backup = conn.execute(\\\"SELECT created_at FROM audit_log WHERE action LIKE '%backup%' ORDER BY created_at DESC LIMIT 1\\\").fetchone()\\n   456|    return {\\n   457|        \\\"db_mode\\\": \\\"Runtime\\\",\\n   458|        \\\"write_mode\\\": \\\"Read-only\\\",\\n   459|        \\\"last_backup_at\\\": backup[\\\"created_at\\\"] if backup else \\\"nicht verfügbar\\\",\\n   460|        \\\"git_safety_status\\\": \\\"zuletzt OK / CLI prüfen\\\",\\n   461|        \\\"data_location\\\": \\\"Echte Daten liegen außerhalb Git\\\",\\n   462|    }\\n   463|\\n   464|\\n   465|def get_broker_review_items(conn: Connection, limit: int = 100, **filters) -> list[dict[str, str]]:\\n   466|    from jarvis_finance.imports.broker_mapping import get_broker_review_items as _items\\n   467|\\n   468|    return _items(conn, limit=limit, **filters)\\n   469|\\n   470|\\n   471|def get_review_readiness_counts(conn: Connection) -> list[dict[str, str]]:\\n   472|    from jarvis_finance.imports.broker_mapping import get_review_readiness_counts as _counts\\n   473|\\n   474|    return _counts(conn)\\n   475|\\n   476|\\n   477|def get_ready_for_import_by_source(conn: Connection) -> list[dict[str, str]]:\\n   478|    from jarvis_finance.imports.broker_mapping import get_ready_for_import_by_source as _counts\\n   479|\\n   480|    return _counts(conn)\\n   481|\\n   482|\\n   483|def get_review_quality_flag_counts(conn: Connection) -> list[dict[str, str]]:\\n   484|    from jarvis_finance.imports.broker_mapping import aggregate_review_quality_flags\\n   485|\\n   486|    return [{\\\"quality_flag\\\": k, \\\"open_items\\\": str(v)} for k, v in sorted(aggregate_review_quality_flags(conn).items())]\\n   487|\\n   488|\\n   489|def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n   490|    cash_rows = get_cash_overview(conn)\\n   491|    crypto_rows = get_crypto_overview(conn)\\n   492|    cash_total = sum(d(r[\\\"amount_chf\\\"]) for r in cash_rows if r[\\\"amount_chf\\\"])\\n   493|    crypto_total = sum(d(r[\\\"market_value_chf\\\"]) for r in crypto_rows if r[\\\"market_value_chf\\\"])\\n   494|    alert_counts = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n   495|    quality = get_data_quality(conn)\\n   496|    return {\\n   497|        \\\"base_currency\\\": \\\"CHF\\\",\\n   498|        \\\"cash_total_chf\\\": dec_text(cash_total, \\\"0.01\\\"),\\n   499|        \\\"crypto_total_chf\\\": dec_text(crypto_total, \\\"0.01\\\"),\\n   500|        \\\"total_value_chf\\\": dec_text(cash_total + crypto_total, \\\"0.01\\\"),\\n   501|        \\\"active_alerts\\\": \\\", \\\".join(f\\\"{r['priority']}: {r['c']}\\\" for r in alert_counts) or \\\"0\\\",\\n   502|        \\\"data_quality_status\\\": \\\"kritisch\\\" if any(i[\\\"severity\\\"] == \\\"kritisch\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else (\\\"warnung\\\" if any(i[\\\"severity\\\"] == \\\"warnung\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else \\\"ok\\\"),\\n   503|        \\\"crypto_price_data_as_of\\\": max((r[\\\"fetched_at\\\"] for r in crypto_rows if r.get(\\\"fetched_at\\\")), default=\\\"\\\"),\\n   504|    }\\n   505|\", \"total_lines\": 504, \"file_size\": 29037, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_1PBTE1nu8thYHgJDou9Qqi3a", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Considering migration fixes and functionality**\n\nI need to add a CLI parser for rank/export functionality. I'll also look into fixing the migration syntax, which seems to be okay for now. It’s crucial to inspect around the index line for any issues. There's a potential risk with using German labels instead of the specific strings that were requested, so I’ll keep that in mind. Additionally, I should check for any existing test fixtures and consider running some searches to gather more information.", "finish_reason": "tool_calls", "reasoning_content": "**Considering migration fixes and functionality**\n\nI need to add a CLI parser for rank/export functionality. I'll also look into fixing the migration syntax, which seems to be okay for now. It’s crucial to inspect around the index line for any issues. There's a potential risk with using German labels instead of the specific strings that were requested, so I’ll keep that in mind. Additionally, I should check for any existing test fixtures and consider running some searches to gather more information.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByUyjTd4bnMm3Y6RqIxTO7pmXt1YJsSL_WwDFNLFN4N6Qqi5aPhupU1d8qa889KTdeW1tHHLa9SnOXDn5MYjuWuHSy9Yd9ZBZPD5Ugttr4yQ0qWde08qduyrUVZAi58anNvuM4xC3wpJRSV4nsCb_CiOboQ0_W4Jl30j05KegdbNApDISdkXCklmEhTp2L6FKVvJkiE87wX2ihikV0coyw4FF4KvUDdGu9haCDgHGJVC6hptuecXVAOxcuWVVOAi40t8ZXBcvXEG8VHa_cLN8Ba9huJ4Q5gd69twYg_1C9f7eKFpt6mmhu2SBmrF-3BpKZ996DpTArW55ljZYFf0du4CamKgmyu6qqZnHG2QQ_ARRK9duMeysn-_6MMANfr4A2Ni6NkYcDx_l3_SjFxpwQPEaV3n_kqcywoynaaNUYg18h3qqFMT_CO9rtgY-HTSlrxGjFu3AxSGmBPMjk6Uz85VO0aRrBav0XF1u57I0cx9SDNltnA0fh9e51JSJQU1tQ-b8AhHRbcjeuJjohMboPmyNiNiR72TXIgiRoPwhKxCkKucsO1MxGA0o6gLBOMsbMrfEonDLX9BBV-4latQqg88M5QVJUnVNrx67HWbP3zEUY96GvhYIQDT-85VqkKtp2ZOKM7gpaq6922_L7KPlSNDZdRe-T2neGFexf2vBN9GGP3OnLixeNqzTDFCJVlPkcOIOMWglkivC2WB0L8H3pbyXc-ih4vvvabN5zFjfDRRQFoAh6GdS4cN4xKdaFH-Pi-yxVS_9RnQW7c0PV3dtFZU_h-wGVFao6cuB4VXKhUVg0RJrOJ6J8TSbxaM_lJb14b2YH0rMG7cXKSp4sXYTY13lakx_F0GHn0Va13ds8nyWAaSCJSUs6dEwm_u0kLagi4TZW8yq2xUfYIeovTsFzL5bt4RPh276bx3zaqh3tnO5qCmEFcSZgJG9Pfe1HJv9B4cViKAtnCxjqJzpfTSr7NueV8bnpa3Z99KQDXvsdNOxN0v4YR1R20dpJF1CuwzKBpKeY3eW84e96PDAsMfcPGM1pNS44g0EXiyKM5Z8s8iqvZj_0ZHF56Lxgzn7tzasvtkNd192zMyw8IxiEgeq-VQaldlmfIZ6ohPAvCc6sE-bMVg0C05rM6NbuyxAXcyZrDdDoxORE624OjRtMKrVjuUyJDIN0PxwqwBN_d-Soah0oj0m1HyUlJLUIWE3x1XuAE2i0e-blsaEudy0voMqDNMJmecncmW3oV4kVCbPIVtXHe1S50NwsCQiBQ8SLt-6q_y0wHe-P7w6RlqIHhmXh99Dw==", "id": "rs_0134d7700e125cf0016a07252da8408191bd33fccc864f616a", "summary": [{"type": "summary_text", "text": "**Considering migration fixes and functionality**\n\nI need to add a CLI parser for rank/export functionality. I'll also look into fixing the migration syntax, which seems to be okay for now. It’s crucial to inspect around the index line for any issues. There's a potential risk with using German labels instead of the specific strings that were requested, so I’ll keep that in mind. Additionally, I should check for any existing test fixtures and consider running some searches to gather more information."}]}], "tool_calls": [{"id": "call_AHornGidC7uuPXrTcmoHyX4b", "call_id": "call_AHornGidC7uuPXrTcmoHyX4b", "response_item_id": "fc_0134d7700e125cf0016a07253240608191aa8b0913cd5b89cc", "type": "function", "function": {"name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests\",\"pattern\":\"mapping_candidates|instrument_price_mapping_candidates|select_mapping_candidate\",\"target\":\"content\",\"limit\":50}"}}, {"id": "call_nC8Q9DOipuocyfVIubcJHelm", "call_id": "call_nC8Q9DOipuocyfVIubcJHelm", "response_item_id": "fc_0134d7700e125cf0016a07253240748191b0c938055e7cd6c1", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\",\"offset\":300,\"limit\":160}"}}, {"id": "call_aH3lenyEoptIJJsm7TJGVYnu", "call_id": "call_aH3lenyEoptIJJsm7TJGVYnu", "response_item_id": "fc_0134d7700e125cf0016a072532407c81919214eb390fce7590", "type": "function", "function": {"name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager\",\"pattern\":\"docs|backlog|roadmap|personal\",\"target\":\"files\",\"limit\":50}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_AHornGidC7uuPXrTcmoHyX4b", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"   300|        \\\"correction_reason\\\": \\\"TEXT\\\",\\n   301|    })\\n   302|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_voided ON transactions(is_voided)\\\")\\n   303|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_correction_of ON transactions(correction_of_transaction_id)\\\")\\n   304|\\n   305|\\n   306|def _create_fx_market_data_tables(conn: Connection) -> None:\\n   307|    conn.executescript(\\n   308|        \\\"\\\"\\\"\\n   309|        CREATE TABLE IF NOT EXISTS instrument_price_mappings (\\n   310|            mapping_id TEXT PRIMARY KEY,\\n   311|            instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n   312|            isin TEXT,\\n   313|            ticker TEXT,\\n   314|            exchange TEXT,\\n   315|            currency TEXT,\\n   316|            provider TEXT NOT NULL,\\n   317|            provider_symbol TEXT,\\n   318|            provider_market TEXT,\\n   319|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   320|            confidence TEXT,\\n   321|            notes TEXT,\\n   322|            created_at TEXT NOT NULL,\\n   323|            updated_at TEXT,\\n   324|            UNIQUE(instrument_id, provider)\\n   325|        );\\n   326|        CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n   327|        CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n   328|        \\\"\\\"\\\"\\n   329|    )\\n   330|    _add_missing_columns(conn, \\\"market_prices\\\", {\\n   331|        \\\"provider_market\\\": \\\"TEXT\\\",\\n   332|        \\\"error_message\\\": \\\"TEXT\\\",\\n   333|        \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n   334|    })\\n   335|    _add_missing_columns(conn, \\\"fx_rates\\\", {\\n   336|        \\\"error_status\\\": \\\"TEXT\\\",\\n   337|        \\\"error_message\\\": \\\"TEXT\\\",\\n   338|    })\\n   339|    _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n   340|        \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   341|        \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n   342|        \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n   343|        \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   344|        \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n   345|        \\\"trading_currency\\\": \\\"TEXT\\\",\\n   346|        \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n   347|    })\\n   348|    conn.executescript(\\n   349|        \\\"\\\"\\\"\\n   350|        CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n   351|            catalog_entry_id TEXT PRIMARY KEY,\\n   352|            asset_class TEXT NOT NULL,\\n   353|            name TEXT NOT NULL,\\n   354|            normalized_name TEXT NOT NULL,\\n   355|            isin TEXT,\\n   356|            ticker TEXT,\\n   357|            exchange TEXT,\\n   358|            trading_currency TEXT,\\n   359|            instrument_currency TEXT,\\n   360|            provider TEXT,\\n   361|            provider_symbol TEXT,\\n   362|            provider_market TEXT,\\n   363|            country TEXT,\\n   364|            sector TEXT,\\n   365|            issuer TEXT,\\n   366|            fund_type TEXT,\\n   367|            is_currency_hedged INTEGER,\\n   368|            hedged_to_currency TEXT,\\n   369|            hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n   370|            instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n   371|            valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n   372|            source TEXT NOT NULL DEFAULT 'manual',\\n   373|            source_confidence TEXT NOT NULL DEFAULT 'low',\\n   374|            last_verified_at TEXT,\\n   375|            notes TEXT,\\n   376|            created_at TEXT NOT NULL,\\n   377|            updated_at TEXT\\n   378|        );\\n   379|        CREATE INDEX IF NOT EXISTS idx_catalog_isin ON instrument_catalog_entries(isin);\\n   380|        CREATE INDEX IF NOT EXISTS idx_catalog_ticker_exchange ON instrument_catalog_entries(ticker, exchange, trading_currency);\\n   381|        CREATE INDEX IF NOT EXISTS idx_catalog_provider_symbol ON instrument_catalog_entries(provider, provider_symbol);\\n   382|        CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);\\n   383|        \\\"\\\"\\\"\\n   384|    )\\n   385|    conn.executescript(\\n   386|        \\\"\\\"\\\"\\n   387|        CREATE TABLE IF NOT EXISTS instrument_price_mapping_candidates (\\n   388|            candidate_id TEXT PRIMARY KEY,\\n   389|            instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n   390|            isin TEXT,\\n   391|            candidate_provider TEXT NOT NULL,\\n   392|            candidate_provider_symbol TEXT NOT NULL,\\n   393|            candidate_exchange TEXT,\\n   394|            candidate_currency TEXT,\\n   395|            candidate_name TEXT,\\n   396|            candidate_asset_class TEXT,\\n   397|            candidate_is_hedged INTEGER,\\n   398|            candidate_hedged_to_currency TEXT,\\n   399|            candidate_hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n   400|            candidate_instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n   401|            candidate_valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n   402|            ranking_score INTEGER NOT NULL DEFAULT 0,\\n   403|            ranking_reason TEXT,\\n   404|            risk_flags TEXT,\\n   405|            recommended_action TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   406|            confidence TEXT NOT NULL DEFAULT 'low',\\n   407|            evidence_source TEXT,\\n   408|            evidence_note TEXT,\\n   409|            review_status TEXT NOT NULL DEFAULT 'proposed',\\n   410|            created_at TEXT NOT NULL,\\n   411|            updated_at TEXT\\n   412|        );\\n   413|        CREATE INDEX IF NOT EXISTS idx_ipmc_instrument ON instrument_price_mapping_candidates(instrument_id);\\n   414|        CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n   415|        CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n   416|        CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score);\\n   417|        \\\"\\\"\\\"\\n   418|    )\\n   419|    _add_missing_columns(conn, \\\"instrument_price_mapping_candidates\\\", {\\n   420|        \\\"candidate_asset_class\\\": \\\"TEXT\\\",\\n   421|        \\\"candidate_hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   422|        \\\"candidate_valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n   423|        \\\"ranking_score\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n   424|        \\\"ranking_reason\\\": \\\"TEXT\\\",\\n   425|        \\\"risk_flags\\\": \\\"TEXT\\\",\\n   426|        \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n   427|    })\\n   428|    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n   429|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n   430|    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n   431|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n   432|\\n   433|\\n   434|def _apply_compat_migrations(conn: Connection) -> None:\\n   435|    _add_missing_instrument_columns(conn)\\n   436|    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n   437|        _rebuild_table_with_text_columns(conn, table, text_columns)\\n   438|    _create_broker_bank_mapping_tables(conn)\\n   439|    _create_broker_import_review_items(conn)\\n   440|    _create_broker_import_execution_plans(conn)\\n   441|    _add_transaction_void_columns(conn)\\n   442|    _create_fx_market_data_tables(conn)\\n   443|\\n   444|\\n   445|def apply_migrations(conn: Connection) -> None:\\n   446|    conn.executescript(INITIAL_SCHEMA_SQL)\\n   447|    existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n   448|    if not existing_initial:\\n   449|        conn.execute(\\n   450|            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n   451|            (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n   452|        )\\n   453|    _apply_compat_migrations(conn)\\n   454|    existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n   455|    if not existing:\\n   456|        conn.execute(\\n   457|            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n   458|            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n   459|        )\\n   460|\", \"total_lines\": 460, \"file_size\": 20430, \"truncated\": true, \"hint\": \"Use offset=460 to continue reading (showing 300-459 of 460 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_nC8Q9DOipuocyfVIubcJHelm", "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|\\n     5|import pytest\\n     6|\\n     7|from jarvis_finance.dashboard import data\\n     8|from jarvis_finance.dashboard.pages import page_13_equity_manage\\n     9|from jarvis_finance.fx.overrides import set_manual_fx_override\\n    10|from jarvis_finance.market_data.candidates import (\\n    11|    LookupUnavailable,\\n    12|    ProviderCandidate,\\n    13|    dedupe_missing_provider_symbol_alerts,\\n    14|    export_mapping_review_template,\\n    15|    generate_mapping_candidates,\\n    16|    select_mapping_candidate,\\n    17|)\\n    18|from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n    19|from jarvis_finance.market_data.prices import refresh_market_prices\\n    20|from jarvis_finance.storage.database import connect_memory\\n    21|from jarvis_finance.storage.migrations import apply_migrations\\n    22|\\n    23|\\n    24|class StaticLookupProvider:\\n    25|    name = \\\"static\\\"\\n    26|\\n    27|    def __init__(self, candidates_by_isin=None, *, fail=False):\\n    28|        self.candidates_by_isin = candidates_by_isin or {}\\n    29|        self.fail = fail\\n    30|\\n    31|    def lookup(self, *, isin, name, ticker, exchange, currency):\\n    32|        if self.fail:\\n    33|            raise LookupUnavailable(\\\"lookup down\\\")\\n    34|        return list(self.candidates_by_isin.get(isin, []))\\n    35|\\n    36|\\n    37|class RaisingPriceProvider:\\n    38|    name = \\\"raising\\\"\\n    39|\\n    40|    def get_price(self, symbol: str):\\n    41|        raise AssertionError(\\\"price provider should not be called without confirmed mappings\\\")\\n    42|\\n    43|\\n    44|class FakeTab:\\n    45|    def __enter__(self):\\n    46|        return self\\n    47|\\n    48|    def __exit__(self, *args):\\n    49|        return False\\n    50|\\n    51|\\n    52|class FakeSt:\\n    53|    def title(self, *args, **kwargs): pass\\n    54|    def caption(self, *args, **kwargs): pass\\n    55|    def warning(self, *args, **kwargs): pass\\n    56|    def subheader(self, *args, **kwargs): pass\\n    57|    def write(self, *args, **kwargs): pass\\n    58|    def success(self, *args, **kwargs): pass\\n    59|    def error(self, *args, **kwargs): pass\\n    60|    def info(self, *args, **kwargs): pass\\n    61|    def divider(self, *args, **kwargs): pass\\n    62|    def dataframe(self, *args, **kwargs): pass\\n    63|    def table(self, *args, **kwargs): pass\\n    64|    def tabs(self, labels): return [FakeTab() for _ in labels]\\n    65|    def selectbox(self, label, options, **kwargs): return options[0] if options else None\\n    66|    def text_input(self, *args, **kwargs): return kwargs.get(\\\"value\\\", \\\"\\\")\\n    67|    def text_area(self, *args, **kwargs): return \\\"\\\"\\n    68|    def date_input(self, *args, **kwargs): return \\\"2025-12-31\\\"\\n    69|    def checkbox(self, *args, **kwargs): return False\\n    70|    def expander(self, *args, **kwargs): return FakeTab()\\n    71|    def button(self, *args, **kwargs): return False\\n    72|\\n    73|\\n    74|def setup_conn():\\n    75|    conn = connect_memory()\\n    76|    apply_migrations(conn)\\n    77|    conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','True Wealth','broker','CHF','now')\\\")\\n    78|    conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','TW','brokerage','CHF','now')\\\")\\n    79|    conn.execute(\\\"INSERT INTO instruments(instrument_id,asset_class,name,ticker,isin,exchange,currency,created_at) VALUES('inst1','ETF','Global Equity ETF','GETF','CH0000000001',NULL,'USD','now')\\\")\\n    80|    conn.execute(\\\"INSERT INTO transactions(transaction_id,transaction_type,account_id,instrument_id,trade_date,quantity,currency_original,fx_status,source_type,is_confirmed,quality_status,created_at) VALUES('tx1','initial_position_snapshot','a1','inst1','2025-12-31','1','USD','missing','broker_import_reviewed_snapshot',1,'warning','now')\\\")\\n    81|    return conn\\n    82|\\n    83|\\n    84|def test_candidate_generator_creates_high_candidate_from_isin_match() -> None:\\n    85|    conn = setup_conn()\\n    86|    provider = StaticLookupProvider({\\n    87|        'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='USD', name='Global Equity ETF', isin='CH0000000001', instrument_status='active')]\\n    88|    })\\n    89|    result = generate_mapping_candidates(conn, provider=provider)\\n    90|    row = conn.execute(\\\"SELECT * FROM instrument_price_mapping_candidates WHERE instrument_id='inst1'\\\").fetchone()\\n    91|    mapping_count = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_price_mappings WHERE mapping_status='mapped'\\\").fetchone()['c']\\n    92|    assert result.candidates_found == 1\\n    93|    assert result.high_confidence == 1\\n    94|    assert row['confidence'] == 'high'\\n    95|    assert row['review_status'] == 'proposed'\\n    96|    assert row['candidate_asset_class'] == 'etf'\\n    97|    assert row['candidate_hedge_status'] == 'unknown'\\n    98|    assert row['candidate_valuation_policy'] == 'live_price'\\n    99|    assert mapping_count == 0\\n   100|\\n   101|\\n   102|def test_name_only_candidate_is_review_required_low_confidence() -> None:\\n   103|    conn = setup_conn()\\n   104|    provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='manual', provider_symbol='UNKNOWN', name='Global Equity ETF')]})\\n   105|    generate_mapping_candidates(conn, provider=provider)\\n   106|    row = conn.execute(\\\"SELECT confidence,review_status FROM instrument_price_mapping_candidates\\\").fetchone()\\n   107|    assert row['confidence'] == 'low'\\n   108|    assert row['review_status'] == 'needs_manual_review'\\n   109|\\n   110|\\n   111|def test_multiple_candidates_are_manual_review_and_alerted() -> None:\\n   112|    conn = setup_conn()\\n   113|    provider = StaticLookupProvider({'CH0000000001': [\\n   114|        ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', isin='CH0000000001'),\\n   115|        ProviderCandidate(provider='yahoo', provider_symbol='GETF.SW', exchange='SWX', isin='CH0000000001'),\\n   116|    ]})\\n   117|    result = generate_mapping_candidates(conn, provider=provider)\\n   118|    statuses = {r['review_status'] for r in conn.execute(\\\"SELECT review_status FROM instrument_price_mapping_candidates\\\").fetchall()}\\n   119|    assert result.ambiguous_provider_mapping == 1\\n   120|    assert statuses == {'needs_manual_review'}\\n   121|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='ambiguous_provider_mapping' AND status='active'\\\").fetchone()['c'] == 1\\n   122|\\n   123|\\n   124|def test_no_candidate_keeps_missing_provider_symbol_active() -> None:\\n   125|    conn = setup_conn()\\n   126|    result = generate_mapping_candidates(conn, provider=StaticLookupProvider({}))\\n   127|    assert result.instruments_without_candidate == 1\\n   128|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 1\\n   129|\\n   130|\\n   131|def test_hedge_and_instrument_status_unknown_alerts() -> None:\\n   132|    conn = setup_conn()\\n   133|    ensure_instrument_metadata_quality(conn, instrument_id='inst1')\\n   134|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='hedge_status_unknown' AND status='active'\\\").fetchone()['c'] == 1\\n   135|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='instrument_status_unknown' AND status='active'\\\").fetchone()['c'] == 1\\n   136|\\n   137|\\n   138|def test_chf_hedged_candidate_remains_proposed_until_confirmed() -> None:\\n   139|    conn = setup_conn()\\n   140|    provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='CHF', name='Global Equity ETF CHF Hedged', isin='CH0000000001', instrument_status='active')]})\\n   141|    generate_mapping_candidates(conn, provider=provider)\\n   142|    row = conn.execute(\\\"SELECT candidate_is_hedged,candidate_hedged_to_currency,review_status FROM instrument_price_mapping_candidates\\\").fetchone()\\n   143|    inst = conn.execute(\\\"SELECT hedge_status FROM instruments WHERE instrument_id='inst1'\\\").fetchone()\\n   144|    assert row['candidate_is_hedged'] == 1\\n   145|    assert row['candidate_hedged_to_currency'] == 'CHF'\\n   146|    assert row['review_status'] == 'proposed'\\n   147|    assert inst['hedge_status'] == 'unknown'\\n   148|\\n   149|\\n   150|def test_provider_lookup_error_does_not_crash() -> None:\\n   151|    conn = setup_conn()\\n   152|    result = generate_mapping_candidates(conn, provider=StaticLookupProvider(fail=True))\\n   153|    assert result.provider_lookup_unavailable == 1\\n   154|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='provider_lookup_unavailable' AND status='active'\\\").fetchone()['c'] == 1\\n   155|\\n   156|\\n   157|def test_mapping_selection_writes_audit_and_resolves_missing_provider_symbol() -> None:\\n   158|    conn = setup_conn()\\n   159|    conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES('mps','warnung','market_data','instrument','inst1','missing_provider_symbol','missing','active','now')\\\")\\n   160|    provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='USD', isin='CH0000000001', instrument_status='active')]})\\n   161|    generate_mapping_candidates(conn, provider=provider)\\n   162|    candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()['candidate_id']\\n   163|    mapping_id = select_mapping_candidate(conn, candidate_id=candidate_id, note='manual confirmation')\\n   164|    assert mapping_id\\n   165|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action IN ('confirm_instrument_price_mapping','select_mapping_candidate')\\\").fetchone()['c'] >= 2\\n   166|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 0\\n   167|\\n   168|\\n   169|def test_fx_override_requires_note_and_resolves_missing_fx() -> None:\\n   170|    conn = setup_conn()\\n   171|    conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES('fx1','kritisch','fx','instrument','inst1','missing_fx','missing','active','now')\\\")\\n   172|    with pytest.raises(ValueError):\\n   173|        set_manual_fx_override(conn, base_currency='USD', quote_currency='CHF', rate_date='2025-12-31', rate=Decimal('0.9'), note='')\\n   174|    set_manual_fx_override(conn, base_currency='USD', quote_currency='CHF', rate_date='2025-12-31', rate=Decimal('0.9'), note='statement source')\\n   175|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='manual_fx_override'\\\").fetchone()['c'] == 1\\n   176|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_fx' AND status='active'\\\").fetchone()['c'] == 0\\n   177|\\n   178|\\n   179|def test_market_price_dry_run_without_confirmed_mapping_does_not_call_provider() -> None:\\n   180|    conn = setup_conn()\\n   181|    result = refresh_market_prices(conn, provider=RaisingPriceProvider(), asset_class='etf', limit=3, dry_run=True)\\n   182|    assert result.total_mappings == 0\\n   183|    assert result.updated_count == 0\\n   184|\\n   185|\\n   186|def test_dashboard_review_ui_renders_without_live_api() -> None:\\n   187|    conn = setup_conn()\\n   188|    page_13_equity_manage.render(FakeSt(), conn)\\n   189|\\n   190|\\n   191|def test_missing_provider_symbol_dedupes_per_instrument_only() -> None:\\n   192|    conn = setup_conn()\\n   193|    conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES('mps1','warnung','market_data','instrument','inst1','missing_provider_symbol','missing','active','now')\\\")\\n   194|    conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES('mps2','warnung','market_data','instrument','inst1','missing_provider_symbol','missing','active','now')\\\")\\n   195|    resolved = dedupe_missing_provider_symbol_alerts(conn)\\n   196|    assert resolved == 1\\n   197|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 1\\n   198|\\n   199|\\n   200|def test_mapping_template_contains_candidate_fields(tmp_path) -> None:\\n   201|    conn = setup_conn()\\n   202|    provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='USD', isin='CH0000000001')]})\\n   203|    generate_mapping_candidates(conn, provider=provider)\\n   204|    out = tmp_path / 'mapping_template.csv'\\n   205|    summary = export_mapping_review_template(conn, output_path=out)\\n   206|    text = out.read_text(encoding='utf-8')\\n   207|    assert summary['instrument_count'] == 1\\n   208|    assert summary['candidate_rows'] == 1\\n   209|    assert 'candidate_provider,candidate_provider_symbol,candidate_exchange,candidate_currency,confidence,hedge_status_candidate,instrument_status_candidate,evidence_source' in text\\n   210|    assert 'reviewer_decision,reviewer_note' in text\\n   211|\\n   212|\\n   213|def test_data_quality_center_shows_candidate_review_need() -> None:\\n   214|    conn = setup_conn()\\n   215|    provider = StaticLookupProvider({'CH0000000001': [\\n   216|        ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', isin='CH0000000001'),\\n   217|        ProviderCandidate(provider='yahoo', provider_symbol='GETF.SW', exchange='SWX', isin='CH0000000001'),\\n   218|    ]})\\n   219|    generate_mapping_candidates(conn, provider=provider)\\n   220|    checks = {row['check']: row for row in data.get_data_quality(conn)}\\n   221|    assert checks['Mapping-Kandidaten unbestätigt']['count'] == '2'\\n   222|    assert checks['Instrumente mit mehreren Mapping-Kandidaten']['count'] == '1'\\n   223|    assert checks['ambiguous provider mapping']['count'] == '1'\\n   224|\\n   225|\\n   226|def test_missing_provider_symbol_not_resolved_until_candidate_confirmed() -> None:\\n   227|    conn = setup_conn()\\n   228|    generate_mapping_candidates(conn, provider=StaticLookupProvider({}))\\n   229|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 1\\n   230|    provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='USD', isin='CH0000000001')]})\\n   231|    generate_mapping_candidates(conn, provider=provider)\\n   232|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 1\\n   233|    candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()['candidate_id']\\n   234|    select_mapping_candidate(conn, candidate_id=candidate_id, note='manual confirmation')\\n   235|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_provider_symbol' AND status='active'\\\").fetchone()['c'] == 0\\n   236|\", \"total_lines\": 235, \"file_size\": 13609, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_ABuhPLRs1eEIbIvnWm9YzdzT", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Updating testing template**\n\nI need to update the expected template substring and add the necessary imports. Also, on line 79, I see that the instruments don't include trading_currency, but the schema might need that. There's a potential rank_candidate bug where risk flags mix English and German terms — it uses \"Assetklasse abweichend,\" but the risk is appended in German. I'll address the currency mismatch by appending \"currency_mismatch.\" Additionally, I need to add a subparser for rank in the CLI.", "finish_reason": "tool_calls", "reasoning_content": "**Updating testing template**\n\nI need to update the expected template substring and add the necessary imports. Also, on line 79, I see that the instruments don't include trading_currency, but the schema might need that. There's a potential rank_candidate bug where risk flags mix English and German terms — it uses \"Assetklasse abweichend,\" but the risk is appended in German. I'll address the currency mismatch by appending \"currency_mismatch.\" Additionally, I need to add a subparser for rank in the CLI.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByVIB01dUBCfNfVQ-HJXZAha-LBUqxBAsn6IwhaLB7f1A8EtMix8-P69C_vrPG4b3bIMDYVruqqkDthF7Ib9Vv4ng0GkDszg_zUQCVacI1muRmTVToag7f3VaFLN4NTGnyX1a1G_Nv6d1Xvd_AnC3CSYdipwHOY0HHi59lv6rmNyiIKLDwrtR1oDjNNN4R299B8R1c700mrtKf1jzWI3Nmz8peGbPiXRehc5Jx_s3TLkwNDBVoR5P7Mcl-sNobpM289mGe9zHu4m9_P5VqyQZd3E1Iflh7idu1th-Dw2aJdXPL4pqbFaKXuT2d130dhhYwF8vby39vKPb-lwHI4b02ZiGN5amvUgHRSMS2kzBhtQ77irSuuiimz_WOSOaoJN-vxdiIRidG7eLvf2QG4NL62JAnJqVBN8svUW_tygzZjvRwNFo5JDslmIOll9iIru4T0j5ipcD5B5G-Y48Wajs0Kzb5JbDuO2ye8_V-l7VPCDO_REYrnTFI975Vjcw_zYWhNgcN1fjFYQO9b0qoruZyADQgwdyZTufswc3wtOioIVtHe_cuyZpBFdHmZfNI6I4rdfID3hpXxL0C2N3CCU3KFp3WcJgwEgEFFepGODsNrPCAqA0uk60E2zUOAZAzQQtF4z66o5x34BfE0ZZl073E6DVg_ppbVSK6ihOJM1sb0GJvJnVVJavkBwwBa7urN-8Ljw1m6MnmAPxhiCz8n1R8bMWxXyiW65pdYm64fXtanadG5w0s2nx3ETajgmGdWaxmBreWFTyIEQSmRObWQ5lD5wXaMVLC-_rlftXTN_SkvcHfXqSJQAqj2Di1JTAPj9OAp09eNdLrhCC5ZhCK30TsPwCv1ZurC3ANw_7uGNus4XArNdngfarusuoBPPvTH1uxJhfAe14zx6hOpxMBSY04RIV5lkYPCzlmB9CeYi0oY2_dPJwjWvlCHqfZ-GMUFCh_H1WMwXeFEcABFpOypVsjdGUdXYVmoNE7A8WxkXudqWVhWMgdoi_vuXMUFyvQUF6PtJ_h3Oc_xaJ4dpn7kawx4yoN11FyS0hi8oVvJHNPa3vR0qiU-kzN-LCSL8p0HsSg7WHD6TyCs2bCsTiHRs9UYrlgq4UFPLcpfonpspgntdBi6j2ZSGJQysuDKGfGUq8iX89x4qlBtMesRqBlcr3yLu5Fm5HjV00PxnM6E0q__33K8342J8Kixn057ZAQiWhl2hjLrTtguN8Q65GZJ8Hulww3cuQNID-qYAXW3HzeSQTXZdlHRA8I-u51sz2OftKPkOr94JEZHXBThkz5ASbt5VOUHoTuGb4idZodk6_zLb8lf5gG5rs-36xAM3iPhezooLfPRmWFDfS7Wx0mSgZWXqR76C-t2j_-aViRngDgXyoYvvM26c5VS5-BdeUb2bmWO5", "id": "rs_0134d7700e125cf0016a072544228c81919f454c313604a1ac", "summary": [{"type": "summary_text", "text": "**Updating testing template**\n\nI need to update the expected template substring and add the necessary imports. Also, on line 79, I see that the instruments don't include trading_currency, but the schema might need that. There's a potential rank_candidate bug where risk flags mix English and German terms — it uses \"Assetklasse abweichend,\" but the risk is appended in German. I'll address the currency mismatch by appending \"currency_mismatch.\" Additionally, I need to add a subparser for rank in the CLI."}]}], "tool_calls": [{"id": "call_2hA4EFI2oVlVKPpj0Nn2h7lB", "call_id": "call_2hA4EFI2oVlVKPpj0Nn2h7lB", "response_item_id": "fc_0134d7700e125cf0016a0725483c5081919ee751c6011f77c8", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\",\"old_string\":\"    candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n    sub.add_parser(\\\"backup-runtime-db\\\")\",\"new_string\":\"    candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n    rank_candidates = sub.add_parser(\\\"rank-mapping-candidates\\\")\\n    rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n    rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n    rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n    sub.add_parser(\\\"backup-runtime-db\\\")\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -72,6 +72,10 @@\\n     candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n     candidates.add_argument(\\\"--template-path\\\")\\n     candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n+    rank_candidates = sub.add_parser(\\\"rank-mapping-candidates\\\")\\n+    rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n+    rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n+    rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n     sub.add_parser(\\\"backup-runtime-db\\\")\\n     restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n     restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_2hA4EFI2oVlVKPpj0Nn2h7lB", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_nibIi8H2mX5AtjClRZqBx0lz", "call_id": "call_nibIi8H2mX5AtjClRZqBx0lz", "response_item_id": "fc_0134d7700e125cf0016a07254cbfac81918030f95d099ab3d2", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            return 0\\n        finally:\\n            conn.close()\\n    if args.command == \\\"rank-mapping-candidates\\\":\\n        settings = load_settings()\\n        ensure_runtime_dirs(settings)\\n        conn = connect(settings.db_path)\\n        try:\\n            apply_migrations(conn)\\n            summary = recalculate_candidate_rankings(conn)\\n            decision = None\\n            if args.export_decision_pack:\\n                decision_path = args.decision_pack_path or str(settings.runtime_paths.exports_dir / \\\"mapping_candidate_decision_pack.md\\\")\\n                decision = export_mapping_decision_pack(conn, output_path=decision_path, top_n=args.top_n)\\n            print(\\n                \\\"MAPPING_CANDIDATE_RANKING \\\"\\n                f\\\"candidates_total={summary['candidates_total']} rank_high={summary['rank_high']} \\\"\\n                f\\\"rank_medium={summary['rank_medium']} rank_low={summary['rank_low']} \\\"\\n                f\\\"multiple_listings_same_isin={summary['multiple_listings_same_isin']} \\\"\\n                f\\\"currency_mismatch={summary['currency_mismatch']} hedge_status_unknown={summary['hedge_status_unknown']} \\\"\\n                f\\\"instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n                f\\\"candidate_review_required={summary['candidate_review_required']} \\\"\\n                f\\\"decision_pack_created={str(bool(decision)).lower()} \\\"\\n                f\\\"decision_pack_instruments={decision['instrument_count'] if decision else 0} \\\"\\n                f\\\"decision_pack_candidates={decision['candidate_rows'] if decision else 0} \\\"\\n                f\\\"top_candidates_present={str(bool(decision and decision['top_candidates_present'])).lower()}\\\"\\n            )\\n            return 0\\n        finally:\\n            conn.close()\\n    if args.command == \\\"check-data-quality\\\":\",\"old_string\":\"            return 0\\n        finally:\\n            conn.close()\\n    if args.command == \\\"check-data-quality\\\":\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -261,6 +261,33 @@\\n             return 0\\n         finally:\\n             conn.close()\\n+    if args.command == \\\"rank-mapping-candidates\\\":\\n+        settings = load_settings()\\n+        ensure_runtime_dirs(settings)\\n+        conn = connect(settings.db_path)\\n+        try:\\n+            apply_migrations(conn)\\n+            summary = recalculate_candidate_rankings(conn)\\n+            decision = None\\n+            if args.export_decision_pack:\\n+                decision_path = args.decision_pack_path or str(settings.runtime_paths.exports_dir / \\\"mapping_candidate_decision_pack.md\\\")\\n+                decision = export_mapping_decision_pack(conn, output_path=decision_path, top_n=args.top_n)\\n+            print(\\n+                \\\"MAPPING_CANDIDATE_RANKING \\\"\\n+                f\\\"candidates_total={summary['candidates_total']} rank_high={summary['rank_high']} \\\"\\n+                f\\\"rank_medium={summary['rank_medium']} rank_low={summary['rank_low']} \\\"\\n+                f\\\"multiple_listings_same_isin={summary['multiple_listings_same_isin']} \\\"\\n+                f\\\"currency_mismatch={summary['currency_mismatch']} hedge_status_unknown={summary['hedge_status_unknown']} \\\"\\n+                f\\\"instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n+                f\\\"candidate_review_required={summary['candidate_review_required']} \\\"\\n+                f\\\"decision_pack_created={str(bool(decision)).lower()} \\\"\\n+                f\\\"decision_pack_instruments={decision['instrument_count'] if decision else 0} \\\"\\n+                f\\\"decision_pack_candidates={decision['candidate_rows'] if decision else 0} \\\"\\n+                f\\\"top_candidates_present={str(bool(decision and decision['top_candidates_present'])).lower()}\\\"\\n+            )\\n+            return 0\\n+        finally:\\n+            conn.close()\\n     if args.command == \\\"check-data-quality\\\":\\n         settings = load_settings()\\n         ensure_runtime_dirs(settings)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_nibIi8H2mX5AtjClRZqBx0lz", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByVZnJNPCRTZfNwscLAy8KcK-33dvzfyCevUWLdeGoZP_kfPPeeykuKaIW2-ky2OA_YuhZWZrBHCVj4TVsJnfcxMDrxAkwELPQMmSMAF3PpqfFV1nmHdNggrzQRdjHr8xKPareZA44GxBJ0AjM0qGDdOrypPT8-L7nnSCrUwu71Sum4-pLwqHtkP_5UisiM9jRkFliSOx0CGd6TskJNDbthG7d08cn8Ru3LAnC1xyHb5oCzRCyaDPxYkfpryZOuMuy2IaUn-9z31mbQNt8tWIhGUHurH7Y7MIM6II9ujlQEGqMZTIXiaMsHwTTUJbYCvJ5VCAD2lUcbV8-OTqFFgUFL8pUsN1vvFqzL6mD3-novutHbKM12LA3X48myocxRoqy3mZXriaoIZfAjxrgchr35-31yIZ0Xg4QOrKFyxu6B3CeXr1ugsMxujGuJxZeOX-kSQT9wwvsDHTP0Y5xYUP4Ifa6347X1kARwyp0fJQv_pxVze7UcpKl9sbVf5GjmeHTrdewGt2aHHTF7zHI7HG6t9qEfvrKRj9UtPpusWKzrviE85qukEQuXLKIGhxmhMk97dIH9bYalw29C3SM8PSgUzxexvc-inT7ZoeMY0xXRNoLcqemeBhCMdldAbs7_B9MpS-h8aAv17C6u7UM1rtXo8nFU_ZgFUgoFtlqFgGcVw7mYRu_hxL1qaImSmgiRn0b-2mxUg0oMXrrpEeNuTjASR_AxBymFTUCtLXMTC--tDBxso-Abxz4ENICCotNrwYk2LBauBjzZHsKVmzJSfTfu8WVxeLmaydtyxApDMOujNm6rWPhYDARFQp-8_lyhIcds2sR2r0wIBMtgeWE6zmYKf9rVxqJUgFyNRMZeppnz1P1w6TzLbpJt401rZyCzYz0LnKGluQ_x9VZM9t98oyLcr1FXSmHHjH9_yQdW__Uij09xtNDLv_OT6QmFYxdCNsviMOoFO8jhesR4FpXKu4JBMvg==", "id": "rs_0134d7700e125cf0016a072558a2088191b4cc222d11e36466", "summary": []}], "tool_calls": [{"id": "call_QEPEE7JpxhNNei2O2KEFYOyo", "call_id": "call_QEPEE7JpxhNNei2O2KEFYOyo", "response_item_id": "fc_0134d7700e125cf0016a072559544c8191b3b26d4f6789a91e", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        (\\\"ambiguous_provider_mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n        (\\\"multiple_listings_same_isin\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_price_mapping_candidates WHERE COALESCE(isin,'')<>'' AND review_status IN ('proposed','needs_manual_review') GROUP BY isin HAVING COUNT(DISTINCT COALESCE(candidate_exchange,'') || ':' || COALESCE(candidate_currency,''))>1)\\\", \\\"warnung\\\"),\\n        (\\\"currency_mismatch\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') AND risk_flags LIKE '%currency_mismatch%'\\\", \\\"warnung\\\"),\\n        (\\\"hedge_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n        (\\\"instrument_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n        (\\\"provider_symbol_missing\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n        (\\\"candidate_review_required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'\\\", \\\"warnung\\\"),\\n        (\\\"valuation_not_ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')\\\", \\\"warnung\\\"),\\n        (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\",\"old_string\":\"        (\\\"ambiguous provider mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n        (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -283,7 +283,14 @@\\n         (\\\"manual override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_override_required'\\\", \\\"kritisch\\\"),\\n         (\\\"fehlende Provider-Symbole\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n         (\\\"provider lookup unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='provider_lookup_unavailable'\\\", \\\"warnung\\\"),\\n-        (\\\"ambiguous provider mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n+        (\\\"ambiguous_provider_mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n+        (\\\"multiple_listings_same_isin\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_price_mapping_candidates WHERE COALESCE(isin,'')<>'' AND review_status IN ('proposed','needs_manual_review') GROUP BY isin HAVING COUNT(DISTINCT COALESCE(candidate_exchange,'') || ':' || COALESCE(candidate_currency,''))>1)\\\", \\\"warnung\\\"),\\n+        (\\\"currency_mismatch\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') AND risk_flags LIKE '%currency_mismatch%'\\\", \\\"warnung\\\"),\\n+        (\\\"hedge_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n+        (\\\"instrument_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n+        (\\\"provider_symbol_missing\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n+        (\\\"candidate_review_required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'\\\", \\\"warnung\\\"),\\n+        (\\\"valuation_not_ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')\\\", \\\"warnung\\\"),\\n         (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n         (\\\"manual FX override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')\\\", \\\"kritisch\\\"),\\n         (\\\"fehlende Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'\\\", \\\"warnung\\\"),\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_QEPEE7JpxhNNei2O2KEFYOyo", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_EPYkk3W5JDSi0lKXqrgg8p3k", "call_id": "call_EPYkk3W5JDSi0lKXqrgg8p3k", "response_item_id": "fc_0134d7700e125cf0016a0725670f448191860017dc96fd15ff", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n                   ranking_score, ranking_reason, risk_flags, recommended_action,\\n                   CASE\\n                       WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n                       WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n                       ELSE 'unsicher'\\n                   END AS ranking_mark,\\n                   candidate_currency AS closing_currency,\\n                   evidence_source, evidence_note, review_status, created_at\\n            FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n            ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\",\"old_string\":\"                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n                   evidence_source, evidence_note, review_status, created_at\\n            FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n            ORDER BY CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -399,9 +399,16 @@\\n                    candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n                    candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                    candidate_instrument_status, candidate_valuation_policy, confidence,\\n+                   ranking_score, ranking_reason, risk_flags, recommended_action,\\n+                   CASE\\n+                       WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n+                       WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n+                       ELSE 'unsicher'\\n+                   END AS ranking_mark,\\n+                   candidate_currency AS closing_currency,\\n                    evidence_source, evidence_note, review_status, created_at\\n             FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n-            ORDER BY CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n+            ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n             \\\"\\\"\\\",\\n             (instrument_id,),\\n         ).fetchall()\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_EPYkk3W5JDSi0lKXqrgg8p3k", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_WcwLksbjyKtRXYwjm6NHZH3J", "call_id": "call_WcwLksbjyKtRXYwjm6NHZH3J", "response_item_id": "fc_0134d7700e125cf0016a07256fe64c81918d252b378a54791a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n                   ranking_score, ranking_reason, risk_flags, recommended_action,\\n                   CASE\\n                       WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n                       WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n                       ELSE 'unsicher'\\n                   END AS ranking_mark,\\n                   candidate_currency AS closing_currency,\\n                   evidence_source, evidence_note, review_status, created_at\\n            FROM instrument_price_mapping_candidates\\n            ORDER BY instrument_id, ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\",\"old_string\":\"                   candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                   candidate_instrument_status, candidate_valuation_policy, confidence,\\n                   evidence_source, evidence_note, review_status, created_at\\n            FROM instrument_price_mapping_candidates\\n            ORDER BY instrument_id, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -419,9 +419,16 @@\\n                    candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n                    candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n                    candidate_instrument_status, candidate_valuation_policy, confidence,\\n+                   ranking_score, ranking_reason, risk_flags, recommended_action,\\n+                   CASE\\n+                       WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n+                       WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n+                       ELSE 'unsicher'\\n+                   END AS ranking_mark,\\n+                   candidate_currency AS closing_currency,\\n                    evidence_source, evidence_note, review_status, created_at\\n             FROM instrument_price_mapping_candidates\\n-            ORDER BY instrument_id, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n+            ORDER BY instrument_id, ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n             \\\"\\\"\\\"\\n         ).fetchall()\\n     return rowdicts(rows)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_WcwLksbjyKtRXYwjm6NHZH3J", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Considering UI filters**\n\nI'm thinking about needing those UI filters, and I should probably use list comprehensions for that. It seems like there might be a limitation with FakeSt not having multiselect or radio options. I'm wondering if I should avoid new methods. The user wants filters, so I think a Streamlit selectbox should suffice. I also notice I should add this to the Review section regarding the candidates. Teasing out all of this to make sure it works effectively!", "finish_reason": "tool_calls", "reasoning_content": "**Considering UI filters**\n\nI'm thinking about needing those UI filters, and I should probably use list comprehensions for that. It seems like there might be a limitation with FakeSt not having multiselect or radio options. I'm wondering if I should avoid new methods. The user wants filters, so I think a Streamlit selectbox should suffice. I also notice I should add this to the Review section regarding the candidates. Teasing out all of this to make sure it works effectively!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByWAJkKueg6_fgVvSbyNKopHFPzHUISU9DNAJbF4YixbPu6Tb1uwv_cE7fbSYuks7gvB6Cp6RdM2AAN0UqToEyEOSdbDctbPIESGIRwZugXvbrh8VdLQTq8BNznKdOOoT0fGjdtZUnijfWUTR_143_fzX9fy682quvgdeu1N2lAlIWXAXfwMARjnUj3SD4YTY4dGTPe76PVJJi0dYIdAekJndCnxnpX2aXGufJoXHgnjxgMFDwYHjNBofjYZZV5et-7UoHBnBIij8eGnpn_5piexhthVdH554GNyqrdkH9FKd9_aAglk2hIrgfk3A8VUxpfwyydl3UwctIWYDdLjsVIH-O4HigY2uaddW7mgraOFsS0OuKIuhiJ1JEzeMchQNATO8je2zVQJdjy_u7pv5rQBvrVhdbfm4muUq3vBln1P5ERr0TPKRpAUSgjFEbNr144rLX2w-jMnZbw0az52VbkrLU8H1QUXol-DlFN_gbXqx6VSFH8t0QiimfKEDbbISQpf7vA6PjNUhk8IoaaNX-u9-E4FkmB6cPiwIwAhUuAXfJEyOvg5UIUGNN8ZPMzXXzIy3L1Doh8VKVQrgalTNh2a5mvThwl9nEWQzVu4_KCMNQ0AtQVjVAeQFaItUxJ3MG9-ZsZvID8OMtOXsDG6L2cS1JM4aU2EHrmRqM_FAIqpAfBavc0jSahye248Ud_ayuW_yWdNsoEgzALwC0e9KPBW4VMjv3ucXlZGIgaMSK6yMe29u2cRj1SoTJQ90dNzpjJCziPuGuGPLZkM8mAy33UtO5IzvPBNF77Qw06fE1aPzi5BQf0nF3XObuxNa-13TiWtiSLva1V89qu0ic8ejvpRAVr6iblbUPP8M3yi_rFU8TUgqOvY8O3njaUqEM7jeFiOJpMLh0D6FLx4nE9auuVyGfYvB9SRmTpdl61Op9QFYiZXGNTOF6YMRozGnD3ctQH_emI8T6JPO_Qm6oamk2t2i6hkq25gQFzfZ6n9rCW0kDmHZ-HUkU0S3PKWX0CsI7linwDNue2uUg_x_--HsHwcU2VGwvoFw23iK6PPc0-n2x1ufpeNwRE6NsG73TekhmLRbVNIqTqOlTis9RHbJzZTrwgXTDBzsLf65ZuG91Ex-LijTCYfkpWE0tvKlqOQOYhlPCZu2Ba_f6ujxtS9ylx1gQ==", "id": "rs_0134d7700e125cf0016a07257d84ec8191a830714205ffdd0a", "summary": [{"type": "summary_text", "text": "**Considering UI filters**\n\nI'm thinking about needing those UI filters, and I should probably use list comprehensions for that. It seems like there might be a limitation with FakeSt not having multiselect or radio options. I'm wondering if I should avoid new methods. The user wants filters, so I think a Streamlit selectbox should suffice. I also notice I should add this to the Review section regarding the candidates. Teasing out all of this to make sure it works effectively!"}]}], "tool_calls": [{"id": "call_EbNt4Vc2BvAxrqpOyuv0DSN5", "call_id": "call_EbNt4Vc2BvAxrqpOyuv0DSN5", "response_item_id": "fc_0134d7700e125cf0016a072580b8bc8191a6d4ec0d362dc333", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        candidates_all = data.get_instrument_mapping_candidates(conn)\\n        provider_filter = st.selectbox(\\\"Filter Provider\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_provider\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_provider\\\")}), key=\\\"mapping_candidate_provider_filter\\\") if candidates_all else \\\"\\\"\\n        exchange_filter = st.selectbox(\\\"Filter Exchange\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_exchange\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_exchange\\\")}), key=\\\"mapping_candidate_exchange_filter\\\") if candidates_all else \\\"\\\"\\n        currency_filter = st.selectbox(\\\"Filter Währung\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_currency\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_currency\\\")}), key=\\\"mapping_candidate_currency_filter\\\") if candidates_all else \\\"\\\"\\n        confidence_filter = st.selectbox(\\\"Filter Confidence\\\", [\\\"\\\", \\\"high\\\", \\\"medium\\\", \\\"low\\\"], key=\\\"mapping_candidate_confidence_filter\\\") if candidates_all else \\\"\\\"\\n        hedge_filter = st.selectbox(\\\"Filter Hedge-Status\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_hedge_status\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_hedge_status\\\")}), key=\\\"mapping_candidate_hedge_filter\\\") if candidates_all else \\\"\\\"\\n        candidates = [c for c in candidates_all if (not provider_filter or c.get(\\\"candidate_provider\\\") == provider_filter) and (not exchange_filter or c.get(\\\"candidate_exchange\\\") == exchange_filter) and (not currency_filter or c.get(\\\"candidate_currency\\\") == currency_filter) and (not confidence_filter or c.get(\\\"confidence\\\") == confidence_filter) and (not hedge_filter or c.get(\\\"candidate_hedge_status\\\") == hedge_filter)]\\n        show_table(st, candidates)\\n        candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | score={c.get('ranking_score','')} | {c.get('ranking_mark','')} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\",\"old_string\":\"        candidates = data.get_instrument_mapping_candidates(conn)\\n        show_table(st, candidates)\\n        candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n@@ -212,9 +212,15 @@\\n         st.caption(\\\"Runtime-Review: Kandidaten ansehen und manuell bestätigen. Keine Live-API und keine Positionsänderung beim Rendern.\\\")\\n         review_rows = data.get_instrument_mapping_review(conn)\\n         show_table(st, review_rows)\\n-        candidates = data.get_instrument_mapping_candidates(conn)\\n+        candidates_all = data.get_instrument_mapping_candidates(conn)\\n+        provider_filter = st.selectbox(\\\"Filter Provider\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_provider\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_provider\\\")}), key=\\\"mapping_candidate_provider_filter\\\") if candidates_all else \\\"\\\"\\n+        exchange_filter = st.selectbox(\\\"Filter Exchange\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_exchange\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_exchange\\\")}), key=\\\"mapping_candidate_exchange_filter\\\") if candidates_all else \\\"\\\"\\n+        currency_filter = st.selectbox(\\\"Filter Währung\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_currency\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_currency\\\")}), key=\\\"mapping_candidate_currency_filter\\\") if candidates_all else \\\"\\\"\\n+        confidence_filter = st.selectbox(\\\"Filter Confidence\\\", [\\\"\\\", \\\"high\\\", \\\"medium\\\", \\\"low\\\"], key=\\\"mapping_candidate_confidence_filter\\\") if candidates_all else \\\"\\\"\\n+        hedge_filter = st.selectbox(\\\"Filter Hedge-Status\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_hedge_status\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_hedge_status\\\")}), key=\\\"mapping_candidate_hedge_filter\\\") if candidates_all else \\\"\\\"\\n+        candidates = [c for c in candidates_all if (not provider_filter or c.get(\\\"candidate_provider\\\") == provider_filter) and (not exchange_filter or c.get(\\\"candidate_exchange\\\") == exchange_filter) and (not currency_filter or c.get(\\\"candidate_currency\\\") == currency_filter) and (not confidence_filter or c.get(\\\"confidence\\\") == confidence_filter) and (not hedge_filter or c.get(\\\"candidate_hedge_status\\\") == hedge_filter)]\\n         show_table(st, candidates)\\n-        candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\\n+        candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | score={c.get('ranking_score','')} | {c.get('ranking_mark','')} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\\n         selected_candidate_label = st.selectbox(\\\"Mapping-Kandidat auswählen\\\", candidate_labels, key=\\\"mapping_candidate_select\\\") if candidate_labels else None\\n         mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n         if st.button(\\\"Ausgewählten Mapping-Kandidaten bestätigen\\\", key=\\\"mapping_candidate_confirm\\\"):\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_EbNt4Vc2BvAxrqpOyuv0DSN5", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_ITwVALf1UFVKmQfupn9xsnni", "call_id": "call_ITwVALf1UFVKmQfupn9xsnni", "response_item_id": "fc_0134d7700e125cf0016a07258cc590819196620e797227f4eb", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n        st.info(\\\"Aktionen: Kandidat auswählen, Kandidat ablehnen, manuell erfassen über Tab 'Instrument Search / Add Position', oder später prüfen durch Nicht-Auswahl.\\\")\",\"old_string\":\"        mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n@@ -223,6 +223,7 @@\\n         candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | score={c.get('ranking_score','')} | {c.get('ranking_mark','')} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\\n         selected_candidate_label = st.selectbox(\\\"Mapping-Kandidat auswählen\\\", candidate_labels, key=\\\"mapping_candidate_select\\\") if candidate_labels else None\\n         mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n+        st.info(\\\"Aktionen: Kandidat auswählen, Kandidat ablehnen, manuell erfassen über Tab 'Instrument Search / Add Position', oder später prüfen durch Nicht-Auswahl.\\\")\\n         if st.button(\\\"Ausgewählten Mapping-Kandidaten bestätigen\\\", key=\\\"mapping_candidate_confirm\\\"):\\n             try:\\n                 if not selected_candidate_label:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_ITwVALf1UFVKmQfupn9xsnni", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Searching for backlog document**\n\nI need to find the backlog document, but where is it? Hmm, I don’t see any documents readily available. Maybe I should search through the root files instead. I wonder if there's a specific naming convention I should use to make my search easier. I'll look into that! It's a bit frustrating not having it on hand, but I'm sure I can locate it through a thorough search. Let's hope for the best!", "finish_reason": "tool_calls", "reasoning_content": "**Searching for backlog document**\n\nI need to find the backlog document, but where is it? Hmm, I don’t see any documents readily available. Maybe I should search through the root files instead. I wonder if there's a specific naming convention I should use to make my search easier. I'll look into that! It's a bit frustrating not having it on hand, but I'm sure I can locate it through a thorough search. Let's hope for the best!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByWdKyAbGTNH1sXNzL6Nm__t3jf_yz9ZaRWadolrEbmmZRzAaTc5Wu8A44JHxyN0N4UONtSsxUK9T9I3DbIaWeAf7fKZV41vC9Qh1DXknoTjbnutr5UnVmBBcPLFDGatPsemOYcvpdVNjteo1yXbyhz417vUR8UglbafjWz0WIBBnUSNFWndH2pg6uwvcFoJO78-bukhOj2IE6OCDlIXwOuJBS0O1vSbffXvDOMGK9fY8s6PlFb9ptrcXTl-W5OUYV-Kvi2VoT4nUxc0ANbAb07yxoSI9bNeHccKlE49MlrmGimjQJhbpteVUt5ZvH-d5-WRYXAUQdAuni591XX9sdi0Xax8UelE65DiZkbE3EDlp3lcxUSRO7qIJKUaQCe_f_rGJIBqDVMOQJKRRzwcrVYFPded58Jk1UI-OtxgNDK2z6Ry191X0aFHAGFBSeXpcrFvmFyqcc8RX7zNanmlbrs-4qngoOyN4EnqTaue8FOFZAmjpPHez5mYbufFRKg0YfLRGkgfl50z4NVCgLeFnz0y4cct5dwkC-XMPJEPkmxSB_4Bn106xMaffOk06YQIdAxgGpD3EEDxSZ2Q0fVYAQIMRaArRLVJPvkFnN0aD40ra_aVPVW8apggbziBiipZukeWnaVQrNgFJQlnL-S9TzXYXcoCTUbQzObWRubOi5Tf2fQf70JjyoqGl1DU_JCntrd1MbmS699Zifi67hXNaUQs7xSDuUiLT0ofLm4483dtNLyHTjUrYMfq2M8wYI4ZffdU6PwrDl5qjuDchp6LF54BOTfI2jXn51ynoAMVPMnBCGvbPkMDqowtu0sgbDsgrBBwaVaESd1IuGBCVelTzju1Kez7_7o26Ww5vx1fQ0utJ872zE9h479FQFMajJWQMyB5z0XYKqHXXV1bOM_z7KREFhaEH-RvNmgF49Qp56X6sNss1QuGsv1kv-4oiMmh4lhiDiOLl01ZCJElNcXdPaar_TR0O3FmjzCwOFywU7SL474=", "id": "rs_0134d7700e125cf0016a0725989a888191a34855a4d8da5f4c", "summary": [{"type": "summary_text", "text": "**Searching for backlog document**\n\nI need to find the backlog document, but where is it? Hmm, I don’t see any documents readily available. Maybe I should search through the root files instead. I wonder if there's a specific naming convention I should use to make my search easier. I'll look into that! It's a bit frustrating not having it on hand, but I'm sure I can locate it through a thorough search. Let's hope for the best!"}]}], "tool_calls": [{"id": "call_9QIp0OHHzid7FMlI9XcOYDJ8", "call_id": "call_9QIp0OHHzid7FMlI9XcOYDJ8", "response_item_id": "fc_0134d7700e125cf0016a07259d94888191b18e800c91581c68", "type": "function", "function": {"name": "search_files", "arguments": "{\"limit\":80,\"path\":\"/home/agent/.hermes/repos/FinanceManager\",\"pattern\":\"*\",\"target\":\"files\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|# FinanceManager Backlog\\n     2|\\n     3|This backlog records approved future modules that are intentionally not built in the current MVP hardening block.\\n     4|\\n     5|## Near-term sequence\\n     6|\\n     7|1. Broker/bank structural mapping and dry-run importers.\\n     8|2. Equity/ETF initial snapshot dry run.\\n     9|3. Productive equity/ETF import only after explicit approval and verified runtime backup.\\n    10|4. Equity/ETF market data + FX.\\n    11|5. Gesamtportfolio dashboard with visual analytics.\\n    12|6. Data Quality Center.\\n    13|7. Watchlist / Decision Journal.\\n    14|8. Scores / Rebalancing.\\n    15|9. Backtesting / Monte Carlo / Projected Return.\\n    16|\\n    17|## Portfolio Health page\\n    18|\\n    19|- Total value in CHF.\\n    20|- Asset classes.\\n    21|- Platforms.\\n    22|- Data quality.\\n    23|- Cash quota.\\n    24|- Missing prices and FX.\\n    25|\\n    26|## Reconciliation / Abgleich page\\n    27|\\n    28|- Dashboard holdings vs. last snapshot.\\n    29|- Manual review marker: holding checked on date X.\\n    30|- Make differences visible.\\n    31|\\n    32|## Data Quality Center\\n    33|\\n    34|- Missing prices.\\n    35|- Stale prices.\\n    36|- Missing FX.\\n    37|- Missing ISIN.\\n    38|- Missing CoinGecko ID.\\n    39|- Incomplete history.\\n    40|- Old/unresolved alerts.\\n    41|- Import problems.\\n    42|- Button: Recheck.\\n    43|- Button: Resolve fixed alerts.\\n    44|\\n    45|## Manual Review Queue\\n    46|\\n    47|- Skipped coins.\\n    48|- Uncertain crypto mappings.\\n    49|- Missing stock/ETF mappings.\\n    50|- Import rows with errors.\\n    51|- Open alerts.\\n    52|- Open data-quality problems.\\n    53|- Manual decision capture.\\n    54|\\n    55|## Backup / Restore\\n    56|\\n    57|- Runtime DB backup.\\n    58|- Runtime DB restore with explicit confirmation.\\n    59|- Backup verification with SHA256 checksum.\\n    60|- Optional encrypted backup.\\n    61|- Restore test before broader productive imports.\\n    62|\\n    63|## Safe Mode / Read-only Mode\\n    64|\\n    65|- Dashboard read-only by default.\\n    66|- Explicit enablement for write actions.\\n    67|- Review/confirm before every write.\\n    68|- Visible environment indicator: `Live Runtime DB` vs. `Demo DB`.\\n    69|- Guard rails against accidental changes.\\n    70|\\n    71|## Command Center UX\\n    72|\\n    73|The Command Center should immediately show:\\n    74|\\n    75|- Total value CHF.\\n    76|- Overall data quality.\\n    77|- Critical alerts.\\n    78|- Missing prices/FX.\\n    79|- Largest movements.\\n    80|- Portfolio allocation.\\n    81|- Open decisions.\\n    82|- Report buttons.\\n    83|- Last backup timestamp.\\n    84|\\n    85|## Import Wizard UX\\n    86|\\n    87|For real broker data:\\n    88|\\n    89|1. Select file.\\n    90|2. Select source.\\n    91|3. Review mapping.\\n    92|4. Dry run.\\n    93|5. Show warnings.\\n    94|6. Create/verify backup.\\n    95|7. Explicit commit confirmation.\\n    96|8. Show result and audit summary.\\n    97|\\n    98|## Visual Analytics Layer\\n    99|\\n   100|### Portfolio Heatmap / Treemap\\n   101|\\n   102|- Tile size = portfolio weight.\\n   103|- Color = performance, risk score or data quality.\\n   104|- Click on asset opens detail view.\\n   105|\\n   106|### Allocation charts\\n   107|\\n   108|- Asset class.\\n   109|- Platform/depot.\\n   110|- Currency.\\n   111|- Country/region.\\n   112|- Sector.\\n   113|- Core vs. opportunity.\\n   114|- Crypto vs. traditional assets.\\n   115|\\n   116|### Contribution Analysis\\n   117|\\n   118|- Contribution of each asset to total gain/loss in CHF.\\n   119|- Contribution by asset class.\\n   120|- Contribution by platform.\\n   121|- Separate dividend/distribution contribution.\\n   122|\\n   123|### Currency Exposure\\n   124|\\n   125|- Direct currency per position.\\n   126|- USD/EUR/CHF shares.\\n   127|- FX P&L separately.\\n   128|- Warning for high USD/EUR concentration.\\n   129|\\n   130|### Performance Waterfall\\n   131|\\n   132|- Start value.\\n   133|- Deposits/withdrawals.\\n   134|- Price gain/loss.\\n   135|- Dividends/distributions.\\n   136|- FX effect.\\n   137|- Fees/taxes.\\n   138|- End value.\\n   139|\\n   140|## Risk & Correlation Tools\\n   141|\\n   142|- Correlation matrix.\\n   143|- Rolling correlation.\\n   144|- Volatility.\\n   145|- Maximum drawdown.\\n   146|- Drawdown chart.\\n   147|- Top-5 risk contributions.\\n   148|- Concentration score.\\n   149|- Platform/broker risk.\\n   150|- Crypto share and crypto drawdown.\\n   151|- ETF look-through later.\\n   152|\\n   153|## Benchmark / Backtesting\\n   154|\\n   155|- Portfolio vs. MSCI World.\\n   156|- Portfolio vs. S&P 500.\\n   157|- Portfolio vs. Nasdaq 100.\\n   158|- Portfolio vs. BTC.\\n   159|- Portfolio vs. own blended benchmark, e.g. 80/20.\\n   160|- Relative strength vs. benchmark.\\n   161|- Rolling returns.\\n   162|- Backtest current allocation.\\n   163|- Backtest scoring rules only when historical data is sufficient.\\n   164|\\n   165|## Projection / Monte Carlo\\n   166|\\n   167|Clearly label as simulation, not forecast.\\n   168|\\n   169|- Monte Carlo simulation based on historical return/volatility.\\n   170|- Scenarios:\\n   171|  - conservative\\n   172|  - neutral\\n   173|  - optimistic\\n   174|- Output:\\n   175|  - range of possible outcomes\\n   176|  - probability of reaching target amount\\n   177|  - drawdown risk\\n   178|  - transparent assumptions\\n   179|- No language implying guaranteed returns or AI prediction.\\n   180|\\n   181|## Scenario Stress Tests\\n   182|\\n   183|- CHF +10%.\\n   184|- USD/CHF -10%.\\n   185|- Equity market -20%.\\n   186|- Nasdaq -30%.\\n   187|- Crypto -40%.\\n   188|- Interest-rate increase.\\n   189|- Inflation shock.\\n   190|- Risk-off combined scenario.\\n   191|- Single position -30%.\\n   192|\\n   193|Output:\\n   194|\\n   195|- Impact in CHF.\\n   196|- Impact per asset class.\\n   197|- Impact per platform.\\n   198|- Cash quota after scenario.\\n   199|- Limit breaches.\\n   200|\\n   201|## Watchlist and Decision Journal\\n   202|\\n   203|- Watchlist pipeline.\\n   204|- Target prices.\\n   205|- Triggers.\\n   206|- Investment case.\\n   207|- Bear case.\\n   208|- Review date.\\n   209|- Transfer to portfolio.\\n   210|- Decision Journal as mandatory option for buy/sell/override.\\n   211|- Obsidian Markdown export:\\n   212|  - one Markdown file per decision\\n   213|  - frontmatter with asset, date, action, reason, risk, review date\\n   214|  - no sensitive values unless explicitly allowed.\\n   215|\\n   216|## Local LLM Integration\\n   217|\\n   218|Later only, never for final accounting/tax/recommendation decisions.\\n   219|\\n   220|- Local news summaries.\\n   221|- Local PDF summaries of bank documents.\\n   222|- Bear-case drafts.\\n   223|- Report-text drafts.\\n   224|- Never final bookkeeping, FX, tax values or binding recommendations.\\n   225|\\n   226|## Schweizer Income-/Tax-Kontrollmodul\\n   227|\\n   228|Control module only; broker tax documents remain authoritative.\\n   229|\\n   230|- Gross/net dividends.\\n   231|- Swiss withholding tax 35%.\\n   232|- Foreign withholding tax.\\n   233|- Distributions per year.\\n   234|- Hinweis: Broker-Steuerunterlagen bleiben maßgeblich.\\n   235|- Not a complete tax dossier replacement.\\n   236|\\n   237|## Eye Health / Low-Strain Mode\\n   238|\\n   239|- Dark low-strain theme.\\n   240|- High contrast.\\n   241|- Few glaring colors.\\n   242|- Clear traffic-light colors.\\n   243|- Optional larger font.\\n   244|- Suitable for longer analysis sessions.\\n   245|\", \"total_lines\": 244, \"file_size\": 5536, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_SR7UnLJyQ5XAVPgWXIwIGiMV", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_OUuYEytjW59cS51YW7FZ0mYa", "call_id": "call_OUuYEytjW59cS51YW7FZ0mYa", "response_item_id": "fc_0134d7700e125cf0016a0725ac57ac81918deffc047ca672d1", "type": "function", "function": {"name": "write_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/docs/personal-finance-cashflow-budgeting-backlog.md\",\"content\":\"# Personal Finance / Cashflow / Budgeting Module Backlog\\n\\nStatus: Backlog only. Do not implement in the current Investment Portfolio MVP phase.\\n\\nScope boundary:\\n\\n- The current focus remains Investment Portfolio MVP.\\n- No real bank CSVs, credit-card CSVs, payslips, receipts, PDFs, or transaction data belong in Git.\\n- Future real data imports must be runtime-only, dry-run first, audited, and manually confirmed before any commit to the runtime database.\\n\\n## A. Income / Lohn\\n\\n- Capture salary payments.\\n- Capture other income.\\n- Monthly net income.\\n- Recurring income.\\n- Annual overview.\\n- Link to savings rate and investable amount.\\n\\n## B. Expense Tracking\\n\\n- Credit-card CSV import.\\n- Bank-transaction CSV import.\\n- Manual expenses.\\n- Merchant detection.\\n- Category detection.\\n- Recurring expenses.\\n- Subscriptions.\\n- Expenses by month, merchant, and category.\\n\\n## C. Budgeting\\n\\n- Monthly budget.\\n- Category budgets.\\n- Fixed vs. variable costs.\\n- Food / grocery budget.\\n- Savings target.\\n- Budget vs. actual comparison.\\n- Warnings for budget overruns.\\n\\n## D. Receipt Import\\n\\n- Migros, Coop, and other shopping receipts as PDF/CSV.\\n- Later OCR/PDF extraction if needed.\\n- Line items or categories from receipts.\\n- Separate food-cost analysis.\\n- Merchant normalization.\\n- No receipts in Git.\\n\\n## E. Categorization Engine\\n\\n- Rule-based categorization.\\n- Merchant mapping.\\n- Manual review queue.\\n- Category suggestions.\\n- No LLM requirement.\\n- Optional local LLM later for receipt/text classification.\\n\\n## F. Cashflow Dashboard\\n\\n- Income.\\n- Expenses.\\n- Monthly surplus.\\n- Savings rate.\\n- Investable amount.\\n- Liquidity.\\n- Budget vs. actual.\\n- Portfolio links:\\n  - How much cash can be invested?\\n  - Emergency fund / health reserve.\\n  - Monthly investment plan.\\n\\n## G. Security\\n\\n- Payment data and receipts are confidential.\\n- Real CSV/PDF/receipt data must remain runtime-only.\\n- Import dry-run required.\\n- Audit required.\\n- Data Quality required.\\n- Manual confirmation before runtime commit.\\n\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_ZOcVibq0XJIfltiyJ9G1lv08", "call_id": "call_ZOcVibq0XJIfltiyJ9G1lv08", "response_item_id": "fc_0134d7700e125cf0016a0725b998308191a3e9daae70234089", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"old_string\":\"9. Backtesting / Monte Carlo / Projected Return.\\n\",\"new_string\":\"9. Backtesting / Monte Carlo / Projected Return.\\n10. Personal Finance / Cashflow / Budgeting Module — see `docs/personal-finance-cashflow-budgeting-backlog.md`.\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/docs/finance-backlog.md\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/docs/finance-backlog.md\\n+++ b//home/agent/.hermes/repos/FinanceManager/docs/finance-backlog.md\\n@@ -13,6 +13,7 @@\\n 7. Watchlist / Decision Journal.\\n 8. Scores / Rebalancing.\\n 9. Backtesting / Monte Carlo / Projected Return.\\n+10. Personal Finance / Cashflow / Budgeting Module — see `docs/personal-finance-cashflow-budgeting-backlog.md`.\\n \\n ## Portfolio Health page\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/docs/finance-backlog.md\"], \"lint\": {\"status\": \"skipped\", \"message\": \"No linter for .md files\"}}", "tool_call_id": "call_ZOcVibq0XJIfltiyJ9G1lv08", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_YpcNVjnU6zdWGMqVVlVXkXP8", "call_id": "call_YpcNVjnU6zdWGMqVVlVXkXP8", "response_item_id": "fc_0134d7700e125cf0016a0725c454088191a516c8ad44f99b4f", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Candidate Ranking/Decision Pack/Data Quality implementieren\",\"id\":\"c3d-1\",\"status\":\"completed\"},{\"content\":\"Dashboard Mapping Review UX erweitern\",\"id\":\"c3d-2\",\"status\":\"completed\"},{\"content\":\"Personal-Finance Backlog-Dokument runtime/code-sicher vormerken\",\"id\":\"c3d-3\",\"status\":\"completed\"},{\"content\":\"Tests ergänzen und ausführen\",\"id\":\"c3d-4\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByXMuasnqYd0w4DgzPGHWm0X7EBEdBHypZbr2Kdy0y_f_u-4weQc7Zc_uDNpSvN_o2L1w811--S-W4-LG-isFiCBbMtMDTNavzWObMvu-KUCp6Jk3hCZZDhuT_2T-o7VFsLcvMeZ-M8uNbA3Hqw5UuxVjm-yGpcXDtjLcdug2Mt5ZgiAY1ACuUDG5JdrRSPfPRbrnlluB_CZnqaNNsIMZSPf9oVqH3_UjzoDG02Vt3UfDK3uub1FcgBKdahFIydfcEFUldexjTgBJ62AI5lqJpvyTr0Iylbb8DrcXmE2ONRaEbMqyu7Ij7uBmxdtYK14KR9R4-UgRTC0KFuaKtVf3aFjTfhH-pl4LIk6eisTEYDtDg2FW5XUlvD-Qvpo-BFXAya1hISSbffTvv-gRWE21jjOVW7LG9U6z9hCLODy4GoDTIEWdVUwGhd2EKLos6obt4DFMkqCaoG9J-JWzV6MQz4sqgckpnNXLe2pe5T6RB1HXeIZ0S9S8zTnRY9HVOqrswrXasbid1ZKRroeuxv-N8kDft4O9yhiHo61gi71se2nMpNzORjzPE-vCv3zIp2vz9VyhSn9KPHnqDIl_PKSIrPZdoDtho09CJHK78R8mj5JOc-44jAzRzM8RPPjLLqiIgCt_OSYoyhMhkxdUvVlkMVKz-Wz5PBs-0Zq_FmbAehaiK_HcBb69DYcAi2jTJMIgQyVouoim9ReRq3HhyteKCze0QvKhQDy2vfylhxtBJIKC4FpP7ZlrMGOpozQtzr0XoQzvsJDO4bAEzlM1xHX3AnvYIJHIeKuI6g81h9XeE7-pGxiQBUhlWeG7_KINOvMDaBDBuBWg9jumEN1MXlw_jSZRBbjfH4V6E1Xva2gBFf8nxgcTdZ9p1QPh6I3XEBQ0osPVxLu1-du3pAw70-irsNzAZZhG55YzvKIcxRpNRYKx3bv_esZibt5PRHg4bzPuU9Duxp8BaDuRrJ4y63OgCrT92w201XFogwiy_V6meiOIKj-VDm61KsygGh1xzesN5Xv", "id": "rs_0134d7700e125cf0016a0725cbf2448191804d055bf1cfe463", "summary": []}], "tool_calls": [{"id": "call_DCRsnLcEbBtUEr7fS50vLUxq", "call_id": "call_DCRsnLcEbBtUEr7fS50vLUxq", "response_item_id": "fc_0134d7700e125cf0016a0725cca7d8819198bf0fc51c248019", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    ProviderCandidate,\\n    dedupe_missing_provider_symbol_alerts,\\n    export_mapping_decision_pack,\\n    export_mapping_review_template,\\n    generate_mapping_candidates,\\n    rank_candidate,\\n    recalculate_candidate_rankings,\\n    reject_mapping_candidate,\\n    select_mapping_candidate,\\n)\",\"old_string\":\"    ProviderCandidate,\\n    dedupe_missing_provider_symbol_alerts,\\n    export_mapping_review_template,\\n    generate_mapping_candidates,\\n    select_mapping_candidate,\\n)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n@@ -11,8 +11,12 @@\\n     LookupUnavailable,\\n     ProviderCandidate,\\n     dedupe_missing_provider_symbol_alerts,\\n+    export_mapping_decision_pack,\\n     export_mapping_review_template,\\n     generate_mapping_candidates,\\n+    rank_candidate,\\n+    recalculate_candidate_rankings,\\n+    reject_mapping_candidate,\\n     select_mapping_candidate,\\n )\\n from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DCRsnLcEbBtUEr7fS50vLUxq", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_SINSF1Yvlu51a66daXWBVjiT", "call_id": "call_SINSF1Yvlu51a66daXWBVjiT", "response_item_id": "fc_0134d7700e125cf0016a0725d4ae448191b7bc784c1cdd6858", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    assert 'candidate_provider,candidate_provider_symbol,candidate_exchange,candidate_currency,confidence,ranking_score,ranking_reason,risk_flags,recommended_action,hedge_status_candidate,instrument_status_candidate,evidence_source' in text\",\"old_string\":\"    assert 'candidate_provider,candidate_provider_symbol,candidate_exchange,candidate_currency,confidence,hedge_status_candidate,instrument_status_candidate,evidence_source' in text\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n@@ -210,7 +210,7 @@\\n     text = out.read_text(encoding='utf-8')\\n     assert summary['instrument_count'] == 1\\n     assert summary['candidate_rows'] == 1\\n-    assert 'candidate_provider,candidate_provider_symbol,candidate_exchange,candidate_currency,confidence,hedge_status_candidate,instrument_status_candidate,evidence_source' in text\\n+    assert 'candidate_provider,candidate_provider_symbol,candidate_exchange,candidate_currency,confidence,ranking_score,ranking_reason,risk_flags,recommended_action,hedge_status_candidate,instrument_status_candidate,evidence_source' in text\\n     assert 'reviewer_decision,reviewer_note' in text\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_SINSF1Yvlu51a66daXWBVjiT", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_uZEAaIpaVQedR3AJtMlROLrG", "call_id": "call_uZEAaIpaVQedR3AJtMlROLrG", "response_item_id": "fc_0134d7700e125cf0016a0725da916c819191a3c8f801853264", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    assert checks['Mapping-Kandidaten unbestätigt']['count'] == '2'\\n    assert checks['Instrumente mit mehreren Mapping-Kandidaten']['count'] == '1'\\n    assert checks['ambiguous_provider_mapping']['count'] == '1'\",\"old_string\":\"    assert checks['Mapping-Kandidaten unbestätigt']['count'] == '2'\\n    assert checks['Instrumente mit mehreren Mapping-Kandidaten']['count'] == '1'\\n    assert checks['ambiguous provider mapping']['count'] == '1'\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n@@ -224,7 +224,7 @@\\n     checks = {row['check']: row for row in data.get_data_quality(conn)}\\n     assert checks['Mapping-Kandidaten unbestätigt']['count'] == '2'\\n     assert checks['Instrumente mit mehreren Mapping-Kandidaten']['count'] == '1'\\n-    assert checks['ambiguous provider mapping']['count'] == '1'\\n+    assert checks['ambiguous_provider_mapping']['count'] == '1'\\n \\n \\n def test_missing_provider_symbol_not_resolved_until_candidate_confirmed() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_uZEAaIpaVQedR3AJtMlROLrG", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_8oocJxRjr3ILJHdKSwByUN3L", "call_id": "call_8oocJxRjr3ILJHdKSwByUN3L", "response_item_id": "fc_0134d7700e125cf0016a0725e140ac8191bc61da167d2dfcaf", "type": "function", "function": {"name": "write_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\",\"content\":\"from __future__ import annotations\\n\\nfrom pathlib import Path\\n\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.dashboard.pages import page_13_equity_manage\\nfrom jarvis_finance.market_data.candidates import (\\n    ProviderCandidate,\\n    export_mapping_decision_pack,\\n    generate_mapping_candidates,\\n    rank_candidate,\\n    recalculate_candidate_rankings,\\n    reject_mapping_candidate,\\n    select_mapping_candidate,\\n)\\nfrom tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n\\n\\ndef test_candidate_ranking_prioritizes_isin_currency_exchange() -> None:\\n    inst = {\\\"isin\\\": \\\"CH0000000001\\\", \\\"asset_class\\\": \\\"ETF\\\", \\\"name\\\": \\\"Global Equity ETF\\\", \\\"ticker\\\": \\\"GETF\\\", \\\"exchange\\\": \\\"SWX\\\", \\\"currency\\\": \\\"CHF\\\", \\\"trading_currency\\\": \\\"CHF\\\"}\\n    good = ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\")\\n    bad = ProviderCandidate(provider=\\\"yahoo\\\", provider_symbol=\\\"GETF\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"stock\\\", evidence_source=\\\"yahoo_finance_search\\\")\\n    good_rank = rank_candidate(inst, good, candidate_count=2)\\n    bad_rank = rank_candidate(inst, bad, candidate_count=2)\\n    assert good_rank.ranking_score > bad_rank.ranking_score\\n    assert \\\"ISIN passt\\\" in good_rank.ranking_reason\\n    assert \\\"Währung passt\\\" in good_rank.ranking_reason\\n    assert \\\"currency_mismatch\\\" in bad_rank.risk_flags\\n\\n\\ndef test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n        ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.US\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n        ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n    ]})\\n    generate_mapping_candidates(conn, provider=provider)\\n    summary = recalculate_candidate_rankings(conn)\\n    rows = data.get_instrument_mapping_candidates(conn)\\n    assert summary[\\\"multiple_listings_same_isin\\\"] == 1\\n    assert {r[\\\"review_status\\\"] for r in rows} == {\\\"needs_manual_review\\\"}\\n    assert int(rows[0][\\\"ranking_score\\\"]) >= int(rows[1][\\\"ranking_score\\\"])\\n    assert rows[0][\\\"ranking_reason\\\"]\\n    assert rows[0][\\\"candidate_provider_symbol\\\"] == \\\"GETF.SW\\\"\\n\\n\\ndef test_decision_pack_runtime_only_contains_no_amount_fields(tmp_path) -> None:\\n    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n        ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n    ]})\\n    generate_mapping_candidates(conn, provider=provider)\\n    recalculate_candidate_rankings(conn)\\n    out = tmp_path / \\\"runtime_exports\\\" / \\\"decision_pack.md\\\"\\n    summary = export_mapping_decision_pack(conn, output_path=out, top_n=5)\\n    text = out.read_text(encoding=\\\"utf-8\\\")\\n    assert summary[\\\"instrument_count\\\"] == 1\\n    assert summary[\\\"candidate_rows\\\"] == 1\\n    assert summary[\\\"top_candidates_present\\\"] is True\\n    assert \\\"Ranking Reason\\\" in text\\n    forbidden = [\\\"quantity\\\", \\\"amount\\\", \\\"market_value\\\", \\\"kontostand\\\", \\\"portfolioanteil\\\", \\\"price:\\\"]\\n    assert not any(token.lower() in text.lower() for token in forbidden)\\n\\n\\ndef test_candidate_confirmation_resolves_mapping_alerts_and_writes_catalog() -> None:\\n    conn = setup_conn()\\n    for rule in [\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\", \\\"candidate_review_required\\\"]:\\n        conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES(?,?,?,?,?,?,?,?,?)\\\", (rule, \\\"warnung\\\", \\\"market_data\\\", \\\"instrument\\\", \\\"inst1\\\", rule, rule, \\\"active\\\", \\\"now\\\"))\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\")]})\\n    generate_mapping_candidates(conn, provider=provider)\\n    candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()[\\\"candidate_id\\\"]\\n    select_mapping_candidate(conn, candidate_id=candidate_id, note=\\\"manual dashboard confirmation\\\")\\n    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='select_mapping_candidate'\\\").fetchone()[\\\"c\\\"] == 1\\n    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','candidate_review_required')\\\").fetchone()[\\\"c\\\"] == 0\\n    assert conn.execute(\\\"SELECT provider_symbol, exchange, trading_currency FROM instrument_price_mappings WHERE instrument_id='inst1'\\\").fetchone()[\\\"provider_symbol\\\"] == \\\"GETF.SW\\\"\\n    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE provider_symbol='GETF.SW'\\\").fetchone()[\\\"c\\\"] == 1\\n\\n\\ndef test_candidate_rejection_writes_audit() -> None:\\n    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", isin=\\\"CH0000000001\\\")]})\\n    generate_mapping_candidates(conn, provider=provider)\\n    candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()[\\\"candidate_id\\\"]\\n    reject_mapping_candidate(conn, candidate_id=candidate_id, note=\\\"wrong listing\\\")\\n    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='reject_mapping_candidate'\\\").fetchone()[\\\"c\\\"] == 1\\n    assert conn.execute(\\\"SELECT review_status FROM instrument_price_mapping_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()[\\\"review_status\\\"] == \\\"rejected\\\"\\n\\n\\ndef test_dashboard_review_ui_renders_ranked_candidates_without_live_api() -> None:\\n    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", isin=\\\"CH0000000001\\\")]})\\n    generate_mapping_candidates(conn, provider=provider)\\n    recalculate_candidate_rankings(conn)\\n    page_13_equity_manage.render(FakeSt(), conn)\\n\\n\\ndef test_personal_finance_backlog_document_exists_without_implementation() -> None:\\n    doc = Path(\\\"docs/personal-finance-cashflow-budgeting-backlog.md\\\")\\n    assert doc.exists()\\n    text = doc.read_text(encoding=\\\"utf-8\\\")\\n    assert \\\"Backlog only\\\" in text\\n    assert \\\"Do not implement\\\" in text\\n    assert not Path(\\\"src/jarvis_finance/personal_finance\\\").exists()\\n\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "write_file", "content": "{\"bytes_written\": 7002, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_8oocJxRjr3ILJHdKSwByUN3L", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!", "finish_reason": "tool_calls", "reasoning_content": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByYIWOeoHt4tbCOrwFxtEbJIYNqmmMr_L_mAQcZi0VPjKXQeeZRZlkRSwxMo7Fg-UXwJ32Lm3HMNqGWE-kO99XcPaRLJfkoViaAQvweEqQJWTcTOiVC8DCTznu8c2-O6XNqWnxJuiic0eAr-rzc9hdcl4Z54zLM058u-Etgt5Lm8u9dg12pT1_-4f_IjMxhLYq3K2V7VdjbWt2lnWhXK0k6-rOiJzO23ZscmoLoCfXxojC0PV37vl4p1wMigQnfhkP5lxs0HY1zQCvMfRrKL0X7AUQ-2vzGhEemwP9mZSm7qqWknAgosBfDbPjn0Htj-SmeQDWN57bicTwgL0RW2A0jwPQkaHSFR0vQehcyOJ6nPpQQcay0abUNrw77JU9XjMeLqb57Op6gShyZyIxAG496r42cY8AbXEFAqo-Gh7Ty8d9-XXvjDUvPYQ8jI4U5qs-m6PvYrozU2yU7m7pl_vW-0QZrUU7jEJjjzmVSHm1rM6IR3mRab1hvUTYN-8VaTx9sPI4J3-mBlfFb9cVyaucboMp_vP5xPL6l_OayKvZswR_UvlzZVaWO7fxVmD7XdIXgiModp3mTAdJ7YvPLKvIXeGgvqg9M3nqPENH58nvHlSlRdpzWe8FRMYs6_Kzua43qHWm9cvybTrSw36vQtyYvE7hWw5p57q7UrQrAUWSA_p4J_LNcbj5GUN_QTsJmgz94MGVXAgUDUwKQTTY4FS5ajjWW60h0X_J1nznvuqPm1560Rq30M4w6T4Cgxu883_DK-IYcD0beojaCKGLuAWDXtJ6nYQgOnx5ORk1uG4NMfq2GEczQUM_etkNH0f4TAGE0UH1TsSE8FpLeI1JSEDRdmmd6Dl0z_Po6U_PLsJMzg-Vr6KlM50N7p3fYIQFkTMb54c35sulTYLRP54Qu6mF16qIWIEgEMxbv13CW-o-VHRxQ6ybH7s9CKj0m-gUoqZcLKbc4OaZ6UAhlylMYsH2QFX2BM75TQYD9q5rJsL9gFthrw6McL5sAMZovHNncUwNbmbnhgSleA9zutbbD8zFTkZuo8c79VjBU_I7XreWDpseihP3bq6xBHR-7J0F1rnFA9urOZknToGX6DJdaSMRIi2kUhrcUMht9Lf9k5vHLjZB2UnAS21qQeVhNV9GaY1e2OmasIO_FKI8JbKXqxdmMYxlyKHTUgjRbQ3OG3f6N8ubYLwOi8vwHIJ3YDAIVCM5RlQxcpFhn7VNIzKFw5uAlIvxjD88JKldaVICF4XuVMvDY=", "id": "rs_0134d7700e125cf0016a07260529448191896cb8935a81e1a0", "summary": [{"type": "summary_text", "text": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!"}]}], "tool_calls": [{"id": "call_EJgP339DSYvjJ9V24g7j8Jos", "call_id": "call_EJgP339DSYvjJ9V24g7j8Jos", "response_item_id": "fc_0134d7700e125cf0016a07260893f881918b373d1cfad6bda5", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q tests/unit/test_true_wealth_mapping_candidates_c3.py tests/unit/test_true_wealth_mapping_candidates_c3d.py\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"==================================== ERRORS ====================================\\n____ ERROR collecting tests/unit/test_true_wealth_mapping_candidates_c3d.py ____\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.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_true_wealth_mapping_candidates_c3d.py:16: in <module>\\n    from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\nE   ModuleNotFoundError: No module named 'tests.unit'\\n=========================== short test summary info ============================\\nERROR tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!\\n1 error in 0.16s\", \"exit_code\": 2, \"error\": null}", "tool_call_id": "call_EJgP339DSYvjJ9V24g7j8Jos", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Figuring out import issues**\n\nI need to resolve the issue with duplicate helpers or maybe it's impossible to make relative imports. It seems like I should test a patch or define some helpers to make this work. Using import text from c3 might be an easier option, but I'm not entirely sure yet. There’s a lot to consider, and I want to ensure that I approach this logically to find the best solution.", "finish_reason": "tool_calls", "reasoning_content": "**Figuring out import issues**\n\nI need to resolve the issue with duplicate helpers or maybe it's impossible to make relative imports. It seems like I should test a patch or define some helpers to make this work. Using import text from c3 might be an easier option, but I'm not entirely sure yet. There’s a lot to consider, and I want to ensure that I approach this logically to find the best solution.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByYNsXJ0_QgFW9yzcraVHY5fwZq9UusCWulh1HsckmX-Y4ZpYFajfzXT_9HNO76lWA0qu-8025USNwM8wpcU1zQ-_4p_EQCiTpS5U7-Km7G2eApMcDMqDRrOpuZ1gkZ1NSXxE-YzUDmb9FbNnBqdzA1OEWFNqY5SFD4XfnGuMZfvXiGTd5BD4rxc63w1i9_U42vH5bh8iDn1rOQtupsCUdEh7fzMFb5lAIr1CqPTNDBk4uVlQsY5aDeAWlzaijSX-gilIzE9hyXo08YItO7QBkfru9CITB3uNfE8fBGnd0lObQyY1W93E2iqRP6wxmOSLwGdaw2JjThLNLUD0CUUWedmKNmoxFrPAVwVlnLFxgnPv39bZoabV-OgDyONKCYVznFinMMHWoj_aT7yLmitjJFUjIQ9TpE2qm6PrsCJhDcO0L6BxSrFyK03tjm_2oekbybp4jsK6y_RBaNEiIFXr4XzW3Sk00dQY6DjWkZKFGu3ECpiO52_U2PAh2qx4VB5CZXVkSiix_kUtC6w4QDjznOI4d8LTY_5F7zUgo-Xr_IBNjH9y6fjfryx5JlxlmJs7aSHEjFjfWAvbhS2w-QM9iQOATj8Z4KU-r1tDWKJHC8D_Vd6M84Jwb6B4e1Lv6J8u-ZxGb-lIIZehe-3_kSL89aRPwoBoPkR20uCH_YkXUfM6z2SHD5oapI8SiCY7rSp6GasNkSIBV9R1fMXpVjSYjDwhFgShdCzphtju0yWN2PWTQUUwWMlr2ocwhX_GNF1qcV9Xg1NzUg1yI7bZ9fiptGTw8Av-vfyHcfUUHKM6GERcsOdQ1YyO6g671gQ90ESuXFYZvJrX5Pa1ZQWN9Eba3EcjmXryyenRwKm1n7WmyDRpnmzQ86CXqKIxkN4FtilVF6d6IduQc6gOweZpZeeXTMnt-YmVyIZpyho51dsRh63-GlHhFferpW5UokPw95FQcPPXaeH3f9uUgoyvgcfg5srWFIfIuX53WchpMuiCMIo0apYsOeK6yxYQdZ4PEUQSa6ETLvNX_cducnrhGTyxbfLAlVFY6pC4z7BbjfbKbq9tS_Xuq6GUV1oPis6dwv8Mhxx93TrS4zPVCqxhDwSZetcPg==", "id": "rs_0134d7700e125cf0016a07260b9354819198dd0520668a5c3e", "summary": [{"type": "summary_text", "text": "**Figuring out import issues**\n\nI need to resolve the issue with duplicate helpers or maybe it's impossible to make relative imports. It seems like I should test a patch or define some helpers to make this work. Using import text from c3 might be an easier option, but I'm not entirely sure yet. There’s a lot to consider, and I want to ensure that I approach this logically to find the best solution."}]}], "tool_calls": [{"id": "call_XEPX2CiA3zXkMwQbf1rYGZ1k", "call_id": "call_XEPX2CiA3zXkMwQbf1rYGZ1k", "response_item_id": "fc_0134d7700e125cf0016a07260d6b68819180fc576f4fe4c6da", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\nclass StaticLookupProvider:\\n    name = \\\"static\\\"\\n\\n    def __init__(self, candidates_by_isin=None):\\n        self.candidates_by_isin = candidates_by_isin or {}\\n\\n    def lookup(self, *, isin, name, ticker, exchange, currency):\\n        return list(self.candidates_by_isin.get(isin, []))\\n\\n\\nclass FakeTab:\\n    def __enter__(self):\\n        return self\\n\\n    def __exit__(self, *args):\\n        return False\\n\\n\\nclass FakeSt:\\n    def title(self, *args, **kwargs): pass\\n    def caption(self, *args, **kwargs): pass\\n    def warning(self, *args, **kwargs): pass\\n    def subheader(self, *args, **kwargs): pass\\n    def write(self, *args, **kwargs): pass\\n    def success(self, *args, **kwargs): pass\\n    def error(self, *args, **kwargs): pass\\n    def info(self, *args, **kwargs): pass\\n    def divider(self, *args, **kwargs): pass\\n    def dataframe(self, *args, **kwargs): pass\\n    def table(self, *args, **kwargs): pass\\n    def tabs(self, labels): return [FakeTab() for _ in labels]\\n    def selectbox(self, label, options, **kwargs): return options[0] if options else None\\n    def text_input(self, *args, **kwargs): return kwargs.get(\\\"value\\\", \\\"\\\")\\n    def text_area(self, *args, **kwargs): return \\\"\\\"\\n    def date_input(self, *args, **kwargs): return \\\"2025-12-31\\\"\\n    def checkbox(self, *args, **kwargs): return False\\n    def expander(self, *args, **kwargs): return FakeTab()\\n    def button(self, *args, **kwargs): return False\\n\\n\\ndef setup_conn():\\n    conn = connect_memory()\\n    apply_migrations(conn)\\n    conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','True Wealth','broker','CHF','now')\\\")\\n    conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','TW','brokerage','CHF','now')\\\")\\n    conn.execute(\\\"INSERT INTO instruments(instrument_id,asset_class,name,ticker,isin,exchange,currency,created_at) VALUES('inst1','ETF','Global Equity ETF','GETF','CH0000000001',NULL,'USD','now')\\\")\\n    conn.execute(\\\"INSERT INTO transactions(transaction_id,transaction_type,account_id,instrument_id,trade_date,quantity,currency_original,fx_status,source_type,is_confirmed,quality_status,created_at) VALUES('tx1','initial_position_snapshot','a1','inst1','2025-12-31','1','USD','missing','broker_import_reviewed_snapshot',1,'warning','now')\\\")\\n    return conn\\n\",\"old_string\":\"from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n@@ -13,7 +13,58 @@\\n     reject_mapping_candidate,\\n     select_mapping_candidate,\\n )\\n-from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n+from jarvis_finance.storage.database import connect_memory\\n+from jarvis_finance.storage.migrations import apply_migrations\\n+\\n+\\n+class StaticLookupProvider:\\n+    name = \\\"static\\\"\\n+\\n+    def __init__(self, candidates_by_isin=None):\\n+        self.candidates_by_isin = candidates_by_isin or {}\\n+\\n+    def lookup(self, *, isin, name, ticker, exchange, currency):\\n+        return list(self.candidates_by_isin.get(isin, []))\\n+\\n+\\n+class FakeTab:\\n+    def __enter__(self):\\n+        return self\\n+\\n+    def __exit__(self, *args):\\n+        return False\\n+\\n+\\n+class FakeSt:\\n+    def title(self, *args, **kwargs): pass\\n+    def caption(self, *args, **kwargs): pass\\n+    def warning(self, *args, **kwargs): pass\\n+    def subheader(self, *args, **kwargs): pass\\n+    def write(self, *args, **kwargs): pass\\n+    def success(self, *args, **kwargs): pass\\n+    def error(self, *args, **kwargs): pass\\n+    def info(self, *args, **kwargs): pass\\n+    def divider(self, *args, **kwargs): pass\\n+    def dataframe(self, *args, **kwargs): pass\\n+    def table(self, *args, **kwargs): pass\\n+    def tabs(self, labels): return [FakeTab() for _ in labels]\\n+    def selectbox(self, label, options, **kwargs): return options[0] if options else None\\n+    def text_input(self, *args, **kwargs): return kwargs.get(\\\"value\\\", \\\"\\\")\\n+    def text_area(self, *args, **kwargs): return \\\"\\\"\\n+    def date_input(self, *args, **kwargs): return \\\"2025-12-31\\\"\\n+    def checkbox(self, *args, **kwargs): return False\\n+    def expander(self, *args, **kwargs): return FakeTab()\\n+    def button(self, *args, **kwargs): return False\\n+\\n+\\n+def setup_conn():\\n+    conn = connect_memory()\\n+    apply_migrations(conn)\\n+    conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','True Wealth','broker','CHF','now')\\\")\\n+    conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','TW','brokerage','CHF','now')\\\")\\n+    conn.execute(\\\"INSERT INTO instruments(instrument_id,asset_class,name,ticker,isin,exchange,currency,created_at) VALUES('inst1','ETF','Global Equity ETF','GETF','CH0000000001',NULL,'USD','now')\\\")\\n+    conn.execute(\\\"INSERT INTO transactions(transaction_id,transaction_type,account_id,instrument_id,trade_date,quantity,currency_original,fx_status,source_type,is_confirmed,quality_status,created_at) VALUES('tx1','initial_position_snapshot','a1','inst1','2025-12-31','1','USD','missing','broker_import_reviewed_snapshot',1,'warning','now')\\\")\\n+    return conn\\n \\n \\n def test_candidate_ranking_prioritizes_isin_currency_exchange() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_XEPX2CiA3zXkMwQbf1rYGZ1k", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_WRzpZINiN0hGFTvuDcQI4Uw1", "call_id": "call_WRzpZINiN0hGFTvuDcQI4Uw1", "response_item_id": "fc_0134d7700e125cf0016a07261dc8ac8191ae9761d4f82ac2ca", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q tests/unit/test_true_wealth_mapping_candidates_c3.py tests/unit/test_true_wealth_mapping_candidates_c3d.py\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \".....F..........F.....                                                   [100%]\\n=================================== FAILURES ===================================\\n__________ test_chf_hedged_candidate_remains_proposed_until_confirmed __________\\n\\n    def test_chf_hedged_candidate_remains_proposed_until_confirmed() -> None:\\n        conn = setup_conn()\\n        provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='CHF', name='Global Equity ETF CHF Hedged', isin='CH0000000001', instrument_status='active')]})\\n        generate_mapping_candidates(conn, provider=provider)\\n        row = conn.execute(\\\"SELECT candidate_is_hedged,candidate_hedged_to_currency,review_status FROM instrument_price_mapping_candidates\\\").fetchone()\\n        inst = conn.execute(\\\"SELECT hedge_status FROM instruments WHERE instrument_id='inst1'\\\").fetchone()\\n        assert row['candidate_is_hedged'] == 1\\n        assert row['candidate_hedged_to_currency'] == 'CHF'\\n>       assert row['review_status'] == 'proposed'\\nE       AssertionError: assert 'needs_manual_review' == 'proposed'\\nE         \\nE         - proposed\\nE         + needs_manual_review\\n\\ntests/unit/test_true_wealth_mapping_candidates_c3.py:150: AssertionError\\n______ test_same_isin_multiple_listings_remain_review_required_and_sorted ______\\n\\n    def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n        conn = setup_conn()\\n        provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n            ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.US\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n            ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n        ]})\\n        generate_mapping_candidates(conn, provider=provider)\\n        summary = recalculate_candidate_rankings(conn)\\n        rows = data.get_instrument_mapping_candidates(conn)\\n        assert summary[\\\"multiple_listings_same_isin\\\"] == 1\\n        assert {r[\\\"review_status\\\"] for r in rows} == {\\\"needs_manual_review\\\"}\\n        assert int(rows[0][\\\"ranking_score\\\"]) >= int(rows[1][\\\"ranking_score\\\"])\\n        assert rows[0][\\\"ranking_reason\\\"]\\n>       assert rows[0][\\\"candidate_provider_symbol\\\"] == \\\"GETF.SW\\\"\\nE       AssertionError: assert 'GETF.US' == 'GETF.SW'\\nE         \\nE         - GETF.SW\\nE         ?       -\\nE         + GETF.US\\nE         ?      +\\n\\ntests/unit/test_true_wealth_mapping_candidates_c3d.py:95: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_true_wealth_mapping_candidates_c3.py::test_chf_hedged_candidate_remains_proposed_until_confirmed\\nFAILED tests/unit/test_true_wealth_mapping_candidates_c3d.py::test_same_isin_multiple_listings_remain_review_required_and_sorted\\n2 failed, 20 passed in 0.48s\", \"exit_code\": 1, \"error\": null}\n\n[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]", "tool_call_id": "call_WRzpZINiN0hGFTvuDcQI4Uw1", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Adjusting test proposals**\n\nI need to consider adjusting the old test as the user wants to avoid automatic final selections. The logic may need to propose a single top selection. There seems to be a currency mismatch with the source in USD for CHF candidates requiring review. I wonder if the old test expectations can be updated since the user mentions the same ISIN listings. It might be better to set the source currency to CHF for more accurate results. I’ll need to ensure the changes align with the user’s requirements.", "finish_reason": "tool_calls", "reasoning_content": "**Adjusting test proposals**\n\nI need to consider adjusting the old test as the user wants to avoid automatic final selections. The logic may need to propose a single top selection. There seems to be a currency mismatch with the source in USD for CHF candidates requiring review. I wonder if the old test expectations can be updated since the user mentions the same ISIN listings. It might be better to set the source currency to CHF for more accurate results. I’ll need to ensure the changes align with the user’s requirements.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByYouQzOKWEZBh36yxEajY0vMiqcKgNO5OIYZ1UO6ziWZYEjsoNkbI7Hzo5MKumz_ZSZma3ITtdOuQt7KJg2sqx_dagWHpF4AbCR042X5LAjjsjVqGkhGgorWg2SuW-_MJQ6uhJQBqzl2OAZB3AlFpuMwEi23-67nInzCug3kWkIC9mnjeO_4UlANpq8G93W962xgXkvnsq8tkq4jCFHte-vacyGH-tCBUCVaq8dkjEIr9L9D93QyB3yil99ELrOq9enj1yl6g5h3dh5qvfEMXh-r73cBf8_heVpJvYeDbOUWQqW7fJH1mj3Ls1zIm4xPwFkItBTNZeD_FvEGBTc6MqxTztLMcmkiOItyLwarjaLsygU6Gz-P2WPF1S_jgwCuyUuz5HNPF2pvRpGLT-UAdb9tKpVeeFn3C-OYuqG_iOdZ_fYsVa87Q-2eKlzeARHGQ6YSW6LXRLN8dbrvtY5R3-QQm7s328Z3ILa04NZK07XUrZV2O5yy3rWkeG9MWgUpXru61kOt-NwED_zMj-EjP2R3TBExqlXLzx95qPG3ud80BFii6St0CtMUKH1UJEIj1t9k0TZNJChGmQej7DShNS503EZu5Eq_TXnS9myLK8bjHOWlhHDxp9DIMcWVNHp3Q9Q9ywL8KKPgUJ1HiEH9sBLpb5lZiL4RbBnqH39RcLbbxLAUltT3NBBAMfUr44YwZZAFriFwaWeChZHJCVbDrmO3dycMgn4O0Acw_WcqKQUXa7-0XtZEXhffcwQgvsEo9uHBhRXaFrcTrcH8DGK9Mi54moDZpq8HklBJlsjrA-btkAdzty9QiQ633UQ7WL738pIr7AudgECZe5h3UTMtSfQcX3hT9QdeQoDma-29cLJk_N73eBYl2tpousfqAZAi9PIkEo9IDJ6hKsbq2Z0I4pWKEtyWVLrpyp7e2auIb5jZDukk6rWkRScr8tEwPa5T6Wn4x9NP2ZdDafJcPbyy9dkCh98LhTakp-BVdw08LxLnzEBy-8FIU0sBdbD5Ix8gV-fEsNzoxyRoC0anY37-O361ZxRFU2jQMJ7GkI-uvyi4KYrkIprHmYKL22Pw-hMdm7eazJvAc3ThH5i8iNu_XIEDjT9o05WkhT3h1JsEfHCixnlAceuYTmW8e6tL0B-OaB7zlp3fDEzQzv_oQRumkIYkwVOdfSQsURCfOXTzWYeBuLbyU1pt_D2OQfm8-QWcPR0WAHKVXUwEG4VbNishdvHqhYJj8FpP84bEVw1YWWI7ZjBvASa5cwRDkJrJ0Ymf9pqK2zwOJ5um6HtocHGK58kzrQITghSfd5GPETTSKlZovb-soZ1Cyg4nk4HPqq__S5uVPqgr2mnC8RQV5Nbk3inBQ3gY7mz8TsrY_Qe5KkSpTUU6I0p4gxQTQJLNaIIkp6HE8QACdBOKeVB5Wn6dpngHvUx0fF1zWTJ6hA_draxYy33fQHe3aqlydm-4uFhyCaNX9BLnMB6wdlGnJdL-iUCWRAUSkmdrrSgMDtWHZ7Iy1rM-waCW1Vhze_19KoD1gsnlTTy9YxG5EIRlvjQSbdSC5ES0w4JBDC5wNrGfZYe7eNzMcEh-6NkCG4S4QBZ2Duy00zenPpVw49PdhowTZpZQyvePJx0fF_w58D697-YHEDs0TNXvPnE1P6SY_-805znMOuZ7ohg1-UeUjDlghXkrPK2YYHtajW4eOnVicrHuF1089ooP5OcUaST5C9Yq7kwy44Ed8GWP95y4OJYJvZFXrB9Hg1_tZBTENFv67thQ0s5yCvAoy03z03-6jlVzDm_I4l32D2Bs7qzZTVpO4jF4p8fFQvmyughBKO_9AAktw2YcsV2qfghVVkab6qVLKsA9xY4N_RxyY_DESB-dppDcbT6SNKWKovLHIqXAdxxkGzvwF0ROQgMgkxYGam9B-M6XckbdInxKkfNQHGBY4RuZuytzDE1kVY0Y0MruVzKJYs2RSW5IBUEmJ2f2HF11-dS", "id": "rs_0134d7700e125cf0016a072622db7881919f923a9ca50ccb50", "summary": [{"type": "summary_text", "text": "**Adjusting test proposals**\n\nI need to consider adjusting the old test as the user wants to avoid automatic final selections. The logic may need to propose a single top selection. There seems to be a currency mismatch with the source in USD for CHF candidates requiring review. I wonder if the old test expectations can be updated since the user mentions the same ISIN listings. It might be better to set the source currency to CHF for more accurate results. I’ll need to ensure the changes align with the user’s requirements."}]}], "tool_calls": [{"id": "call_OB5OHd48RYibl3t6APSNOQ4J", "call_id": "call_OB5OHd48RYibl3t6APSNOQ4J", "response_item_id": "fc_0134d7700e125cf0016a0726288e388191878a8ca8e071d708", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    assert row['review_status'] == 'needs_manual_review'\",\"old_string\":\"    assert row['review_status'] == 'proposed'\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": false, \"error\": \"Found 2 matches for old_string. Provide more context to make it unique, or use replace_all=True.\"}", "tool_call_id": "call_OB5OHd48RYibl3t6APSNOQ4J", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_QxV63fLojqlYhwINvB3llhVc", "call_id": "call_QxV63fLojqlYhwINvB3llhVc", "response_item_id": "fc_0134d7700e125cf0016a07262b587c819188911c1d5239271c", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    assert row['candidate_is_hedged'] == 1\\n    assert row['candidate_hedged_to_currency'] == 'CHF'\\n    assert row['review_status'] == 'needs_manual_review'\\n    assert inst['hedge_status'] == 'unknown'\",\"old_string\":\"    assert row['candidate_is_hedged'] == 1\\n    assert row['candidate_hedged_to_currency'] == 'CHF'\\n    assert row['review_status'] == 'proposed'\\n    assert inst['hedge_status'] == 'unknown'\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\\n@@ -147,7 +147,7 @@\\n     inst = conn.execute(\\\"SELECT hedge_status FROM instruments WHERE instrument_id='inst1'\\\").fetchone()\\n     assert row['candidate_is_hedged'] == 1\\n     assert row['candidate_hedged_to_currency'] == 'CHF'\\n-    assert row['review_status'] == 'proposed'\\n+    assert row['review_status'] == 'needs_manual_review'\\n     assert inst['hedge_status'] == 'unknown'\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_QxV63fLojqlYhwINvB3llhVc", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_M6Jmm6AwkSbx24yu7UjSk1lh", "call_id": "call_M6Jmm6AwkSbx24yu7UjSk1lh", "response_item_id": "fc_0134d7700e125cf0016a0726352680819183e9f892e1c2cb87", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    conn = setup_conn()\\n    conn.execute(\\\"UPDATE instruments SET currency='CHF', trading_currency='CHF' WHERE instrument_id='inst1'\\\")\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"old_string\":\"    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": false, \"error\": \"Found 4 matches for old_string. Provide more context to make it unique, or use replace_all=True.\"}", "tool_call_id": "call_M6Jmm6AwkSbx24yu7UjSk1lh", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_m3zZotf3iX3AbLHEAHuumfUb", "call_id": "call_m3zZotf3iX3AbLHEAHuumfUb", "response_item_id": "fc_0134d7700e125cf0016a07263c6e30819185e069b81acfa081", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n    conn = setup_conn()\\n    conn.execute(\\\"UPDATE instruments SET currency='CHF', trading_currency='CHF' WHERE instrument_id='inst1'\\\")\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"old_string\":\"def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n    conn = setup_conn()\\n    provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n@@ -81,6 +81,7 @@\\n \\n def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n     conn = setup_conn()\\n+    conn.execute(\\\"UPDATE instruments SET currency='CHF', trading_currency='CHF' WHERE instrument_id='inst1'\\\")\\n     provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n         ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.US\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n         ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_m3zZotf3iX3AbLHEAHuumfUb", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_mDbHoO20P9U2czwNY2Vp0Nb1", "call_id": "call_mDbHoO20P9U2czwNY2Vp0Nb1", "response_item_id": "fc_0134d7700e125cf0016a072642d93c8191aae4ff0c030db049", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src pytest -q tests/unit/test_true_wealth_mapping_candidates_c3.py tests/unit/test_true_wealth_mapping_candidates_c3d.py\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"......................                                                   [100%]\\n22 passed in 0.45s\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_mDbHoO20P9U2czwNY2Vp0Nb1", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Checking imports and updates**\n\nI need to think about running a full check later, but first, I want to compile everything. I should consider if there's any unused potential imports. It might also be necessary to update the test schema with the expected version. I just need to be mindful of everything I’m working with, so I’ll read through the relevant parts to ensure I have all the necessary information in front of me.", "finish_reason": "tool_calls", "reasoning_content": "**Checking imports and updates**\n\nI need to think about running a full check later, but first, I want to compile everything. I should consider if there's any unused potential imports. It might also be necessary to update the test schema with the expected version. I just need to be mindful of everything I’m working with, so I’ll read through the relevant parts to ensure I have all the necessary information in front of me.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByZJ7St-bBotWIrJ1mzrVrm1P3zT4tONVPm3wFGtbQYSX3J6KSGKFPiO28-Zswh78U5DM3pFyb8JWxIalePLkmHYWvdDFSOWvPOYDgDOrD8tH5WRtm8_VaZVf_DvteXeYSRoNFyzZA8jePl_oMX9gE6gYwxeohBEHXPXX1fxggRLR1kvoioTGMlaIWU0pqBPMEOFBftM6IdF-L0KKltNdzxVUfPh8ArDDYhvTjojQ4ZAmjzKUJVI9hyY_KfEzcMELeM5K2ygaWjoWZ-gekA7jWd2qXZ8aJoqxgcya01RQQgvaOm5uxvksTwnCd27N84teWhVy9QjJW85nLMpqV4O_nVxYsY653xlnz6pChFGofVhgmMfQ7diBuSDkeiDUkiddE5DCP7VIrnq8CTf7b8Q9_ODGwT3hRnimreizxUTIruSun7pePoZxzbJG9Rgc5Ld23wj5De-d-lPoPRr_WoepL7RwB4HSIP9y1JxX6IYnY1rnWIpWSItln0pYbj06yTJhxROM1S8z8H6muLSXRm7gNuqBt8gHQFXEEDkAOA3cr0LYgWiJgO8TOFoBXZ_Nl5Jmj-B8fgcThBgwhvPiPVGvAcSih4vcEBjhBQYreWHZuBXubTxewiuPiC74JDsrElj7O98290R0WXIaPhQF1A3qVxPHVvRaPDW6v7OfGUu3YZRLGKvUhAbeEKa9o2wPSnm_wBtqMJvBckWvKHo1y6yPC_jkP4QrgcMOsjpYjU4Ph3M-0SXISvRqHzNNgJrKizS5_zvx6I9nO0XGu3cVSvrwZH2_aj9F-3ImeJZNh6WwgkhFNCnW0crZCRv5HMY1HQv6zDg6zJfRZSKAoG4xZjWOQgUaQ6pHbTTqmOFbEV4DgW8krJ6V-qWZLTFn766KUucLSsPJTz1Kp_dEuJiQyoKBMXx-AiHWfJoZyYrAtfAtctxwFhmWiRXOX_Na-ixlX4uiEv0UyulFzVf2EFflxxEDOkZtwp0qPazr3zLMXrOJLc1z3FE46H0nQ1JBCBxXruOjtY1_88LbaAJBHdYT2jQA5xeESDQBCkwiLrpXcs-WNhqB1bVDDSYJ9sdKWyzaMt6_-nxcqBytv6_tRFCJ_8HIdG30F7n4hUfV7aKFChcYXYshAU=", "id": "rs_0134d7700e125cf0016a072647007081918a483ae52ffceba7", "summary": [{"type": "summary_text", "text": "**Checking imports and updates**\n\nI need to think about running a full check later, but first, I want to compile everything. I should consider if there's any unused potential imports. It might also be necessary to update the test schema with the expected version. I just need to be mindful of everything I’m working with, so I’ll read through the relevant parts to ensure I have all the necessary information in front of me."}]}], "tool_calls": [{"id": "call_4PkkofzLZisQ7sXc54cG1N4U", "call_id": "call_4PkkofzLZisQ7sXc54cG1N4U", "response_item_id": "fc_0134d7700e125cf0016a072649b1488191932abff34ee11287", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":140,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from jarvis_finance.storage.database import connect_memory\\n     4|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n     5|from jarvis_finance.storage.schema import REQUIRED_TABLES\\n     6|\\n     7|\\n     8|def test_db_schema_can_be_created() -> None:\\n     9|    conn = connect_memory()\\n    10|    apply_migrations(conn)\\n    11|    tables = {row[\\\"name\\\"] for row in conn.execute(\\\"SELECT name FROM sqlite_master WHERE type='table'\\\")}\\n    12|    assert set(REQUIRED_TABLES).issubset(tables)\\n    13|\\n    14|\\n    15|def test_schema_version_recorded() -> None:\\n    16|    conn = connect_memory()\\n    17|    apply_migrations(conn)\\n    18|    assert get_schema_version(conn) == 13\\n    19|\\n    20|\\n    21|def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n    22|    conn = connect_memory()\\n    23|    apply_migrations(conn)\\n    24|    tx_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n    25|    crypto_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(crypto_holdings)\\\").fetchall()}\\n    26|    instrument_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instruments)\\\").fetchall()}\\n    27|    assert tx_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n    28|    assert tx_cols[\\\"fx_rate_to_chf\\\"].upper() == \\\"TEXT\\\"\\n    29|    assert crypto_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n    30|    assert {\\\"position_category\\\", \\\"ter\\\", \\\"distribution_policy\\\", \\\"index_name\\\", \\\"fund_domicile\\\", \\\"benchmark\\\"}.issubset(instrument_cols)\\n    31|\\n    32|\\n    33|def test_broker_bank_mapping_tables_exist_with_required_columns() -> None:\\n    34|    conn = connect_memory()\\n    35|    apply_migrations(conn)\\n    36|    instrument_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instrument_mappings)\\\").fetchall()}\\n    37|    account_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(platform_account_mappings)\\\").fetchall()}\\n    38|    dry_run_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_dry_runs)\\\").fetchall()}\\n    39|\\n    40|    assert {\\\"source_name\\\", \\\"source_platform\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"isin\\\", \\\"ticker\\\", \\\"exchange\\\", \\\"currency\\\", \\\"asset_class\\\", \\\"instrument_id\\\", \\\"mapping_status\\\", \\\"confidence\\\", \\\"quality_flags_json\\\"}.issubset(instrument_mapping_cols)\\n    41|    assert {\\\"source_platform\\\", \\\"source_account_label\\\", \\\"normalized_platform\\\", \\\"normalized_account_name\\\", \\\"internal_platform_id\\\", \\\"internal_account_id\\\", \\\"account_type\\\", \\\"currency\\\", \\\"mapping_status\\\"}.issubset(account_mapping_cols)\\n    42|    assert {\\\"source_platform\\\", \\\"source_file_type\\\", \\\"source_filename_hash\\\", \\\"detected_snapshot_date\\\", \\\"snapshot_date_status\\\", \\\"candidate_positions\\\", \\\"candidate_cash_rows\\\", \\\"mapped_positions\\\", \\\"blocked_positions\\\", \\\"quality_flags_json\\\", \\\"summary_json\\\", \\\"session_status\\\", \\\"is_current\\\"}.issubset(dry_run_cols)\\n    43|    review_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_review_items)\\\").fetchall()}\\n    44|    assert {\\\"review_item_id\\\", \\\"dry_run_id\\\", \\\"source_platform\\\", \\\"source_row_ref\\\", \\\"row_hash\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"detected_asset_class\\\", \\\"detected_currency\\\", \\\"quality_flags_json\\\", \\\"review_status\\\", \\\"import_readiness_status\\\", \\\"reviewer_confirmed\\\", \\\"snapshot_date_confirmed\\\", \\\"ticker_exchange_confirmed\\\", \\\"account_mapping_status\\\"}.issubset(review_cols)\\n    45|    execution_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_execution_plans)\\\").fetchall()}\\n    46|    assert {\\\"execution_plan_id\\\", \\\"dry_run_id\\\", \\\"review_item_id\\\", \\\"source_platform\\\", \\\"target_account_id\\\", \\\"target_instrument_id\\\", \\\"transaction_type\\\", \\\"snapshot_date\\\", \\\"payload_status\\\", \\\"payload_quality_flags_json\\\", \\\"source_row_hash\\\", \\\"planned_write_summary_json\\\", \\\"execution_status\\\", \\\"transaction_id\\\"}.issubset(execution_cols)\\n    47|    transaction_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n    48|    assert {\\\"is_voided\\\", \\\"voided_at\\\", \\\"void_reason\\\", \\\"voided_by\\\", \\\"correction_of_transaction_id\\\", \\\"correction_reason\\\"}.issubset(transaction_cols)\\n    49|\", \"total_lines\": 48, \"file_size\": 3829, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_4PkkofzLZisQ7sXc54cG1N4U", "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n@@ -15,7 +15,7 @@\\n def test_schema_version_recorded() -> None:\\n     conn = connect_memory()\\n     apply_migrations(conn)\\n-    assert get_schema_version(conn) == 13\\n+    assert get_schema_version(conn) == 14\\n \\n \\n def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_OodvFha24ldcoSIJ8LnT227A", "timestamp": "2026-05-15T16:00:21.352223"}
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{"role": "assistant", "content": "", "reasoning": "**Planning productive runtime**\n\nI need to run my productive runtime cautiously. It's probably a good idea to back up everything first. I might use the Command Line Interface (CLI) for this, but let’s make sure I have a clear to-do list to follow before diving in. It feels important to keep everything organized and safe while navigating this process, so I can avoid any mishaps. I want to make sure I’m doing it right!", "finish_reason": "tool_calls", "reasoning_content": "**Planning productive runtime**\n\nI need to run my productive runtime cautiously. It's probably a good idea to back up everything first. I might use the Command Line Interface (CLI) for this, but let’s make sure I have a clear to-do list to follow before diving in. It feels important to keep everything organized and safe while navigating this process, so I can avoid any mishaps. I want to make sure I’m doing it right!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByZlx09OI5gJTs1G5tNIKvbR3nF8WVpFQZaNyCk9pp5PvJhjfx8rAaW9uVe4oEEkD0dIdUO6hq_VNw4lt6iNXRst01gZfpWrl9fi69gh2pTcyIpyf-nG4SDqx1h4zXe-MG9xcBFP7Bj0H9sIl074_lhk6CgbyCQnBXHWAKLsjb7WUhHiIv36KQ5Pg_6LRAW8ZM6i_SpZFF1CgvQjlD8o_kOgXoDZiuPcmupvh8_d0ssn5NFou7PJmZ5YHhBp59XIxg5veIUqn_fBkGchl76-c-OkF5aPsxRla8Hptvr6VliKdLiWQNgCh0hOddAweHxcoISNAzrZYWzC9JTIzjn8ydflw0d4u-Wb74gbRkHTuSKgoVQNb695i7SQ5Uzp8B-h1phYZpYVfEFs8eQJs0DdGfprmGZ5mbukf5HvUCNBZHaVezgyiiJvJ-4IcICs3mrY4ErNqxp5ff4Ot2kAPln270Ja1QgUJj-ZOcdaXonhvOHokwJQUFjCtgHAxPMoEzFqg3gdYbVOq_HLcTFrneK29KpgOyysX6Onpd11-iUP1nTIQQyEMesDSwWcE9oYUhR-1OxpU1LHoN0hLGTlM-QPi7SOPTZG1MxKcfU8mfSrwoNGsFThvoYvXq-vBuIjjf5L0BJMjpIYO_iYri0OAnWgqSz6P0gARjuHfoRhmHgG7yI4MvHrQ8tqv3FB4OG3_gNEghKX2E5XfkrwTgRxiJyRqwnPLObYumrG60q_FAzafPZCglfAOha4gG62A1RE3mLT0n-3RycwVwhgUYlQWhQJQdi3d-r2zRQeghq6ACnRwWz-NeUJkt6Xb6apQi0k4xF3qtLV_QijVdDacoOdfCpfMoGDluifzKDZNTD8hhcERHsRm7KmXzvtVgXgt0b9E4IXjVFT9M44aue9d5EQUT9Xwvluy6LufPceJ5WQrwfpBRrtskoVL9_ieg-gTQIH0qk7cbpIhlsy8UVOnRCqkN43Ezb-Dd080Gamu8TTgICePvrdggX3f6pks7r7MdCzVEopC6CtnZzvTfAtIV4fWya9pbBSeA==", "id": "rs_0134d7700e125cf0016a07266304bc8191929023d967bdeda9", "summary": [{"type": "summary_text", "text": "**Planning productive runtime**\n\nI need to run my productive runtime cautiously. It's probably a good idea to back up everything first. I might use the Command Line Interface (CLI) for this, but let’s make sure I have a clear to-do list to follow before diving in. It feels important to keep everything organized and safe while navigating this process, so I can avoid any mishaps. I want to make sure I’m doing it right!"}]}], "tool_calls": [{"id": "call_IgtugFa0b1nnd1Vv8NJH44bh", "call_id": "call_IgtugFa0b1nnd1Vv8NJH44bh", "response_item_id": "fc_0134d7700e125cf0016a0726652c1081919e64ab1ec2d93350", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Tests ergänzen und ausführen\",\"id\":\"c3d-4\",\"status\":\"completed\"},{\"content\":\"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\",\"id\":\"c3d-5\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"c3d-0\", \"content\": \"Vorprüfung Repo/Runtime und Schema für Candidate Ranking\", \"status\": \"completed\"}, {\"id\": \"c3d-1\", \"content\": \"Candidate Ranking/Decision Pack/Data Quality implementieren\", \"status\": \"completed\"}, {\"id\": \"c3d-2\", \"content\": \"Dashboard Mapping Review UX erweitern\", \"status\": \"completed\"}, {\"id\": \"c3d-3\", \"content\": \"Personal-Finance Backlog-Dokument runtime/code-sicher vormerken\", \"status\": \"completed\"}, {\"id\": \"c3d-4\", \"content\": \"Tests ergänzen und ausführen\", \"status\": \"completed\"}, {\"id\": \"c3d-5\", \"content\": \"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\", \"status\": \"in_progress\"}, {\"id\": \"c3d-6\", \"content\": \"Compile, Git-Safety, Commit und Push\", \"status\": \"pending\"}], \"summary\": {\"total\": 7, \"pending\": 1, \"in_progress\": 1, \"completed\": 5, \"cancelled\": 0}}", "tool_call_id": "call_IgtugFa0b1nnd1Vv8NJH44bh", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_IlvXHfv7bM8TbmNXVURfIzyC", "call_id": "call_IlvXHfv7bM8TbmNXVURfIzyC", "response_item_id": "fc_0134d7700e125cf0016a072667cc188191aa2bce6c07c34089", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main backup-runtime-db && PYTHONPATH=src python -m jarvis_finance.cli.main rank-mapping-candidates --export-decision-pack --top-n 5\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"RUNTIME_DB_BACKUP backup_file=/home/agent/jarvis_runtime/finance-system/backups/finance-runtime-db-20260515T135801Z.sqlite3 checksum_file=/home/agent/jarvis_runtime/finance-system/backups/finance-runtime-db-20260515T135801Z.sqlite3.sha256 sha256=2c089a2611e0778f45a30618e63f2ec6ea61515a57703566021a712591c45691 size_bytes=684032\\nTraceback (most recent call last):\\n  File \\\"<frozen runpy>\\\", line 198, in _run_module_as_main\\n  File \\\"<frozen runpy>\\\", line 88, in _run_code\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\\", line 359, in <module>\\n    raise SystemExit(main())\\n                     ^^^^^^\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\\", line 269, in main\\n    apply_migrations(conn)\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\\", line 453, in apply_migrations\\n    _apply_compat_migrations(conn)\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\\", line 442, in _apply_compat_migrations\\n    _create_fx_market_data_tables(conn)\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\\", line 385, in _create_fx_market_data_tables\\n    conn.executescript(\\nsqlite3.OperationalError: no such column: ranking_score\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_IlvXHfv7bM8TbmNXVURfIzyC", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Addressing index issue**\n\nI’m realizing there’s an issue with creating an index in the execute script on an existing table before adding new columns. It seems I need to move the index creation after adding the missing columns since the current table doesn't have a ranking_score. So, my plan is to remove the index from the script but keep the `conn.execute` line after I add those columns. This should help streamline things!", "finish_reason": "tool_calls", "reasoning_content": "**Addressing index issue**\n\nI’m realizing there’s an issue with creating an index in the execute script on an existing table before adding new columns. It seems I need to move the index creation after adding the missing columns since the current table doesn't have a ranking_score. So, my plan is to remove the index from the script but keep the `conn.execute` line after I add those columns. This should help streamline things!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByZupz-aFIctaX1nTAiv49JP4SQxmU_upWYG6O3sb-ZGPoKwdf4X9GvjcTWLB_1XjOBSWooFOYRRDhqcQ2w9qK4CsbJyVH1xMUJcTwI5jFyI_kE2lZ-zj_ScOl7pAwTL48cEGnt7ZpBcAvtmylVIBeGlp58oHLuI-fjNcYe96TpiKviS3nazyEMmH0LSTVPIgnK1tAe0BrEANvTlKvxkziP1t3DuZAW6RmlH86BKC0T37bGhwe5ZT1AWbOOSQdaq24Vo2S4diFPanyLqSJqoo87YmzGiFcgsSdjyO-7gtjsWn4kfg-TRt7dC4bLQmomsac0fwDQE4hBO03WPXQFRh5PXYsoz7xGY2ev9aDyEtlbcfeINuTVK_49D5B-BcWvsJCrUBAnb-ZDCZ1D9QB_89QxyhuLyBQno9Y9koCFy_sz0k3dhyKHM3KNjS0yJzJvgW_8L8hqiFpCyaBmta4VG3BFxUVVitclkYtzZs2T2RDT7V-7KQHRWEMlAIg4fbQw9s_UVqmyDYznSmZkw8h2psq_1vmaCqcGjUdWQ5TtsbHpvEIR-Xy_NGU1K0hoYRjqZlYYveze-l5JeB21xeOD0UR7FEzGzDpfAnLI7u0ES4kEG8eYAM9OY6f2R9M8PJxt252hLrN6ExRPq838kFPlbO4UMlkjO8ip75PM08MIfhDnvlLmY0HB4Z9vNWccxDuE4jCRR1PDRwhrmYPKRsH0fjapCQXEFYVDRtXYmKnJczugajNHIe6lA0tMHKviG6cJOMysquxTY6t9TeVZZvSzOzBDmQDGlSd6xgDaM9eXWrlCLpYiOcWAbCkBUhx0mbqyHkKrpanGaF6UfDfdMGt9yk6QqAbDyieYUhoKKrFeo20rrEHv1rK8korUU10FWfg1QLKWJNDlXULXZCHrRkIN3E7Cn7Lfa5zyOFalbGQCCvuXleyG-CJ9A4ing51UiW6iNT2hHb7tRxzEA9IdB8jt7-FL3T7m3G9T_lP3vnAa13g4OAZCeDIRZMc_a1e_Tjoo8nyJvBXd3ID-J-prdFPjIkDiFN6-Cwg-HB0Ly0yDLParhLdhBJjk1CcBMyF1NTBnK8KaaF8bKxiZeVMMMmpZQ21E_Dlwukxv2VDH8YW4bxFmb9uSVfSWzvfhIZjxuD-By1Ov3ozD5nsYqdPC1IcHA8nSju4ZJJJHIsaRFRSVJgGQjwNI=", "id": "rs_0134d7700e125cf0016a07266b8f308191ad5683257481cc0b", "summary": [{"type": "summary_text", "text": "**Addressing index issue**\n\nI’m realizing there’s an issue with creating an index in the execute script on an existing table before adding new columns. It seems I need to move the index creation after adding the missing columns since the current table doesn't have a ranking_score. So, my plan is to remove the index from the script but keep the `conn.execute` line after I add those columns. This should help streamline things!"}]}], "tool_calls": [{"id": "call_q0gWP2DsiqQ1vXHxntuuVgsX", "call_id": "call_q0gWP2DsiqQ1vXHxntuuVgsX", "response_item_id": "fc_0134d7700e125cf0016a07266e89bc8191957d43a6dbd2db13", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n        CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\",\"old_string\":\"        CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n        CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n        CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score);\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -413,7 +413,6 @@\\n         CREATE INDEX IF NOT EXISTS idx_ipmc_instrument ON instrument_price_mapping_candidates(instrument_id);\\n         CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n         CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n-        CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score);\\n         \\\"\\\"\\\"\\n     )\\n     _add_missing_columns(conn, \\\"instrument_price_mapping_candidates\\\", {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_q0gWP2DsiqQ1vXHxntuuVgsX", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_rCerbO9cqe9Lv83cxudKcw6S", "call_id": "call_rCerbO9cqe9Lv83cxudKcw6S", "response_item_id": "fc_0134d7700e125cf0016a072673d79c8191993fe0eb336ab98f", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\",\"old_string\":\"    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -424,6 +424,7 @@\\n         \\\"risk_flags\\\": \\\"TEXT\\\",\\n         \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n     })\\n+    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n     conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n     conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n     conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_rCerbO9cqe9Lv83cxudKcw6S", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByZ98BJPlWdhEi6B1tU4QerzlZQBZdPgIR_xgGqpPd47ZzrtIuJHmKqucD1nBIn84CPimNxE0LZsvSepcXKY1Oo55BL1fowpuMwXwIjjOZFLZfrfZKg9OzY6Zi1ux-h_yZvQsRr3k7EOk7gq3bTDfQ2OKyRMa8w32KlYVFl11-BW3J76h76o-N5F9pIwA6w8KTx62ALu1JfInhUiwOdrpQfzKwLRV0BOxrAc_OFSiZAbowanSsAVB4ntj7BrGqhYgLaWbuvgdwQA46y46ZXCGIjqZ-SIdWVdVi79255guammfLG5DQk1Ul6mBj3atYTaLttvcKZOKP86bTkgJmXBdX_S7ycF9PBA3ti-zL6Cy4eT7pewbh0GOv7knxZO1vmUm1kuOGEnlV6pCj_kIfT9MpaIm28lfV6Y99AhXvXpm4cGRckn4br3pi8O9VPjxkh-XEM1YEm4CRCSWPkVBg8aPwC06jShK7KBbvCBzjX4XpopQjw8UJ_EmnoN_LclLbemJQ3Wonekd1_YaTRan1hyNX-raSq_moEkQGAvM3hQlq_r2gTfagYD7p9m77jn8zovbCDWLELFiVM0XE2H8h0oV_rR0EeDT8x_WXVmZBOLIaTbSK0m7HdzV-94pcGtWM8L7slfWLWlRrjKaOvN11jZsBa_bZzb65TP_N5Iz56a4sUpkEAXaXVLuvB8RHu-YGb-WqyhjhwuNXoI-hR5UcsUM0xqcxFrd6SbvAmZjQJrILRbhJHBH0PIn42raK2y2QGM8joo0v1bKM7du1a3c7f0dGFmwN9C1jtWSUh_C3A1tZqGM_lI-EhI6wqL-Aypm7F9Qmz4bI_K7Bm9cfHKLKfSENGEpDs7Mcwkf4T5cKmQiMA2Bmi5OTDPaWVXYTzzApcX8O7EXqgbzyI9z4ogAz87TcEUeM5P1hFG-OSxfDJoQTDK4kglo0kjpJBKGW4HwZsf1sHvaUyVUBJmIP4zC97FefWyz62tVNDupBo6HWCWCiLoRjUgVlCWbdNQyudL54s-7UAV", "id": "rs_0134d7700e125cf0016a07267d327481919cd82453062fd5cd", "summary": []}], "tool_calls": [{"id": "call_i2rv5VcVNsELN51YCWX41AAE", "call_id": "call_i2rv5VcVNsELN51YCWX41AAE", "response_item_id": "fc_0134d7700e125cf0016a07267df05c8191af911bb7805bb760", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main rank-mapping-candidates --export-decision-pack --top-n 5\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"MAPPING_CANDIDATE_RANKING candidates_total=57 rank_high=53 rank_medium=4 rank_low=0 multiple_listings_same_isin=3 currency_mismatch=0 hedge_status_unknown=57 instrument_status_unknown=57 candidate_review_required=57 decision_pack_created=true decision_pack_instruments=3 decision_pack_candidates=57 top_candidates_present=true\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_i2rv5VcVNsELN51YCWX41AAE", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByaHcmSjBSMDHI3oPuxPkxx2y8IT49NC2yoMeV1UMtZjaPzwI-nMO8gqrvRrptvSwhey-znOx9GF6toyS4wdQjQvtxL6_IElemTw3qlDZbL96UTqGpvT65SQXtYPpqLjsQWlfSO-eIsGCVCeP8UmBnMazrN1KkQrHPdK2UamJZ8mlyOZhnzn5CR9cDmZhIW-jRqzguJ3eu9Gy1NONzFiMZN_P_5Bt6xVJNLeVUXmA-Pe1blJE9ZYcQAFD0afkOY2zeuAOIuAYFJl1SiPmrsjU7mE2ZcPnSQubbwy-YmVIru_gD9H4dlmapYfwO_Fas5_TKWo1fGC4pp1tGLFCHwWfSQkvCtN4d2tYy5RT896LhD2WFQtlRh0B0ApSj4Sq56ULqalQwhIBVxxY9u-EJ5Mrn1DEImuSb2VyvPAQaPiGL_0o_f8oMI_i3nX4DR9b8YxFiKWK9PDfW0rV_DGdgA7ua2OUbQydqIlMEma8qEnUcSQ_7Vigto5f8jFYaIjQ5P8eWfxUCHR9skLqzwl1hOd6DlyVDzbcetAbj3AaPZjnvQ_fSwWEz2KJAM11I3QTqJmfraMJ6cr4VccB244ugJ269edTVdsIa4vr8rVlN7wFlPe-FaGbS4XGdUJuN3PpXH9cdGht1SpbChciOtrr00X1rwo2EAnBCoX9-qDGBKGArQMiRhN3QWqwDqqnub5p8oo3HsZJGGExnOCbcyDzlW_M_yhLlUoqOOEuVLKxSx5rK_W0v0aCiWTX_SS78HynhcxqbcQ3srn8VURFz8JsS_Gr9lVnXCXXuAZd-Z2elm6GQ6c9VnEHb9aqjf73DJKFE8xcgBa1g7ui47gNgP3b6tGUqYAW0otup612aqPfiIJupXfQgoSyDUVNzqfY-KY85RzrbOk1njC9KFPVH7k5aZxFZIGL2DB_zmDzOQadUMRtSUvuP1pQ2mYR6R-s8zRp9N8o2fumef204k5ddp9v79Jy2KVznKq5Xxh7AUUS5JVu4f-SSKP2mjLnIjrxvO2uG2ce0Xk", "id": "rs_0134d7700e125cf0016a0726853334819195c8f68e21fd4fa7", "summary": []}], "tool_calls": [{"id": "call_HD1ojirZlcn9MH2gBrGIOVC3", "call_id": "call_HD1ojirZlcn9MH2gBrGIOVC3", "response_item_id": "fc_0134d7700e125cf0016a0726875b708191b7a7382daac31099", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom collections import Counter\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\ns=load_settings(); conn=connect(s.db_path); apply_migrations(conn)\\ninst=conn.execute(\\\"SELECT COUNT(DISTINCT instrument_id) c FROM instrument_price_mapping_candidates\\\").fetchone()['c']\\ncand=conn.execute(\\\"SELECT COUNT(*) c FROM instrument_price_mapping_candidates\\\").fetchone()['c']\\nconf=Counter({r['confidence']:r['c'] for r in conn.execute(\\\"SELECT confidence, COUNT(*) c FROM instrument_price_mapping_candidates GROUP BY confidence\\\")})\\nrank=Counter()\\nfor r in conn.execute(\\\"SELECT ranking_score FROM instrument_price_mapping_candidates\\\"):\\n    sc=int(r['ranking_score'] or 0)\\n    rank['high' if sc>=75 else 'medium' if sc>=50 else 'low']+=1\\nalerts={r['rule_id']:r['c'] for r in conn.execute(\\\"SELECT rule_id, COUNT(*) c FROM alerts WHERE status='active' AND rule_id IN ('ambiguous_provider_mapping','multiple_listings_same_isin','currency_mismatch','hedge_status_unknown','instrument_status_unknown','provider_symbol_missing','candidate_review_required','missing_provider_symbol','missing_market_price','missing_fx') GROUP BY rule_id\\\")}\\nprint({'instruments':inst,'candidates':cand,'confidence':dict(conf),'ranking':dict(rank),'alerts':alerts})\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"{'instruments': 3, 'candidates': 57, 'confidence': {'high': 36, 'low': 3, 'medium': 18}, 'ranking': {'medium': 4, 'high': 53}, 'alerts': {'ambiguous_provider_mapping': 3, 'candidate_review_required': 3, 'hedge_status_unknown': 3, 'instrument_status_unknown': 3, 'missing_fx': 3, 'missing_market_price': 3, 'missing_provider_symbol': 3}}\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_HD1ojirZlcn9MH2gBrGIOVC3", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Checking data quality alerts**\n\nI need to confirm that the Data Quality multiple listing alert isn't active. The user wanted a check on the DQ center, and I've computed that the alert is off via the dashboard. However, the product run requires a multiple_listings count of three from the summary, which doesn’t need real values. I should run full tests after fixing the migration and check the current safety/status in Git before proceeding.", "finish_reason": "tool_calls", "reasoning_content": "**Checking data quality alerts**\n\nI need to confirm that the Data Quality multiple listing alert isn't active. The user wanted a check on the DQ center, and I've computed that the alert is off via the dashboard. However, the product run requires a multiple_listings count of three from the summary, which doesn’t need real values. I should run full tests after fixing the migration and check the current safety/status in Git before proceeding.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByaS6CjB_9i8cnkXDAE9gqZ1we8XVuJNoAgT3F9yWzSw8ol7UeipKN1kmmJwh9QzEA2s02v2oKYlj88ihAVA-yMWt1PGqn92ZKsl7PoOToCcWEfbWO9sERNM0VduB1pf987hRi_b15fbJet_Ty1SCwYkxUjs3EoX7CNEW1CDz0FuBCO0JNXFJfdFxl4aVCTgQXHKZ1cCRpJqZgm3Ac0k06FIQ9vEmM6bNm8kJ5CsaoLo9Jbcx_VIr7pCNe5SQP9M0md8WelCChXRjEl-Uu9KCjpOAaPpyF74eMqm8Yv82YANwNfYh2qVEErhtT6MrY-I4vzUcPtT_5IChZtXrSwm34bzDVud2t3JcNagawbIr9nkEY1NMOlP1ynuAapvDKsNvZ2oPUKhqFgk1GWANMufbAIGIn7at6zgMNBUVo41lTIFJhQoHfULCxYFIe4zMzZvDzOJa2Ych-R3BFzc-32Zza39hzj483mjwEp6MhZ_LTI46LDX3RNJ6UejWKXAXGnUJkHVNTCj7_EMZ_FTlBcbp5S4-MaE6XpLvZ_8tryuqFueMNJMBDtdJv9IPTVEdbQJURec8lnQbYZzGCeDmF10MqRNREk7MerTdEWuHsL8IocXCNBkPVPDggZ2MIBRQe7niB4-CKMCCa8fDNOb03-xJrlTdMucCP0r-cEfcrSIv0cZmsPbh-lOzkcORRsd40V-gf9NgShnJJhoLN7NyNheMRTVcHTMRvuHvs7NsSk-8lsJW36Qeaubjj3y7ZB-Nl5yy-eYcYphZ4I0P__YdsdnS0eVSMYBOsYB5U-YClkzxBSwYUJhkIPBMCy5LkoCMUsgMrJ9gnu1Kk1OjuzOXvz5--_NLAnu6zVAprXw2-pgTnbfhmdduycAL5GK54H_gqCMoZLtxsD8YoEAY9sbgQ7y3gwNmbOwsSaKF42zr74T3jpzBcG-VzqcenM5SEENDLjf0kgQTQ6CV5vlb-ipAx61Qmjwpa85a6bzaMyXalG7dvtdAKhCbvI4QcD5D6g8YK50Z-KQRzbb5vow6-TSoQTQN4Xnwt3EIEY-sHMCIYthmcO7Uq0FLDmUuxks1YrZoxsN7vGjC40mN3tccSTyyu49nR0b17_dpfAkt5hoREY_jFBPZH4JpymPl00HeZmST72odfJCNpKTgKboG70z2dbwBYybtsitF2WZT6RcRHhYr3fk8Tc5vkmS98PmFrYJRdd4-OeFpp2MPW9Qmbj1bJPQ3eVaXaE725HB36HkVx4dQs5a6GDeIWVZ51dXJExAcJhMuTjW1SKoZRiWaOahwjlbmE3VtgdtmKkyr0an96CAx7_vDFOLvXkxsZQdbRZoVNevmfX8ToZtdf8sza2yaEw77NHirA==", "id": "rs_0134d7700e125cf0016a07268f9c0881918cccaba5b8ac353a", "summary": [{"type": "summary_text", "text": "**Checking data quality alerts**\n\nI need to confirm that the Data Quality multiple listing alert isn't active. The user wanted a check on the DQ center, and I've computed that the alert is off via the dashboard. However, the product run requires a multiple_listings count of three from the summary, which doesn’t need real values. I should run full tests after fixing the migration and check the current safety/status in Git before proceeding."}]}], "tool_calls": [{"id": "call_1WVanEAakIoAhTqZJkuhC5sl", "call_id": "call_1WVanEAakIoAhTqZJkuhC5sl", "response_item_id": "fc_0134d7700e125cf0016a072692c9b8819180a6554dc260acf6", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\",\"id\":\"c3d-5\",\"status\":\"completed\"},{\"content\":\"Compile, Git-Safety, Commit und Push\",\"id\":\"c3d-6\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"c3d-0\", \"content\": \"Vorprüfung Repo/Runtime und Schema für Candidate Ranking\", \"status\": \"completed\"}, {\"id\": \"c3d-1\", \"content\": \"Candidate Ranking/Decision Pack/Data Quality implementieren\", \"status\": \"completed\"}, {\"id\": \"c3d-2\", \"content\": \"Dashboard Mapping Review UX erweitern\", \"status\": \"completed\"}, {\"id\": \"c3d-3\", \"content\": \"Personal-Finance Backlog-Dokument runtime/code-sicher vormerken\", \"status\": \"completed\"}, {\"id\": \"c3d-4\", \"content\": \"Tests ergänzen und ausführen\", \"status\": \"completed\"}, {\"id\": \"c3d-5\", \"content\": \"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\", \"status\": \"completed\"}, {\"id\": \"c3d-6\", \"content\": \"Compile, Git-Safety, Commit und Push\", \"status\": \"in_progress\"}], \"summary\": {\"total\": 7, \"pending\": 0, \"in_progress\": 1, \"completed\": 6, \"cancelled\": 0}}", "tool_call_id": "call_1WVanEAakIoAhTqZJkuhC5sl", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_vTx6m7pQwdGC6ksUp531aAHd", "call_id": "call_vTx6m7pQwdGC6ksUp531aAHd", "response_item_id": "fc_0134d7700e125cf0016a072697108c81919f64ea4f0cd2acd5", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git diff --check\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"........................................................................ [ 33%]\\n........................................................................ [ 67%]\\n....................................................................     [100%]\\n212 passed in 12.58s\\n.pytest_cache/CACHEDIR.TAG: runtime_cache_file_blocked\\n.pytest_cache/README.md: runtime_cache_file_blocked\\n.pytest_cache/.gitignore: runtime_cache_file_blocked\\n.pytest_cache/v/cache/nodeids: runtime_cache_file_blocked\\n.pytest_cache/v/cache/lastfailed: runtime_cache_file_blocked\", \"exit_code\": 1, \"error\": null, \"exit_code_meaning\": \"Non-zero exit (often normal — e.g. 'git diff' returns 1 when files differ)\"}", "tool_call_id": "call_vTx6m7pQwdGC6ksUp531aAHd", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByaqnKcxIn69JgPjvqnmTblz5wbuvf9busyt-z8fZHybO0HluHs0J7ilvxL8VmHwxHqvOhKPCW8q7jqD4sNr3BSgH-jTl3fFxR8VvLKxVHo_iV2TAez_DVzoU7vs47mLjHlwR2Kc_Ig9nOPNsHeZ1Y5kQzhgJZ_Cb4H1-FTG9TCBUm-dp08wE5pt3qEe3uOKNUhFMEnVl_w7SdtJ4VJLkC6vZ2hBYLDm8-FfCDyAfnCDeeUTo9rsL9HH7Vg2I8vpdjGYPrFtHY83eadikHyV6xV31LEAtT0h9uL9PhzPpJSEcdU6TGtD3uFTRJncuMsONGth5zBo4a8bl3Vv5e6JW5pVxWiJfRmDYtjNIngQV7q7OLDAk-3Yi5-h2pMjZ6MVo9nCKCDQXSRujuvQB_JF7guoYp6GWrviNDpl9NNbYQBQ8oaYDRHxKYVKL5P57CObNnawmCWMlrf-_4QMem-tKz0k3o-gJTUEZ_GktSobkDz8QiWYRQ0diGYiSJ5F1eWeZzSJjm2pA89exDcRI5UNqVaSL4VTSsl3eMO_zt0sXzwOjpopD477niykw8Ju47mZTedcTJbjna1XWIHMTOQKb2gy-KsiRdveBIyUOLZGFbEy5rC6fL5_uk6ql5mtUKcIwW9o0JoYsfoXmI46QBhTSpgfuaqwj3xUGv_W3OOCp_BdUAEGY0ccgxaKie_qevbYMI6TD-pu42Ab4hw9gLEbONPd5H1HMVh-Jl6KgUUNw6SVzn9FuFylUqbiUMAX4jrvKGXwKn9I5Z6EEx6nDxLz_u1GT27nf7EQpKZnO0fRBp0pykpkZy6LRS0dQnv-7eGQmZCt_fI2PTPm0qn7jzGi2ipqxWA-z_lqeJ1OLdAJtXjYb9NN3JgZB1yctS2Otod5L4Iy-3X5xlD_l1yOMiwi5ciPyhrhmGIXPafBr-NdrWEdQikwYrdb9qj1nzkg1uTt5cZV", "id": "rs_0134d7700e125cf0016a0726aa2b44819189e287b1724cf275", "summary": []}], "tool_calls": [{"id": "call_36K22iRzHIZzehMjY5XOHI4D", "call_id": "call_36K22iRzHIZzehMjY5XOHI4D", "response_item_id": "fc_0134d7700e125cf0016a0726aa9dfc8191a6ee79fd2f5f7306", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"rm -rf .pytest_cache && find . -type d -name __pycache__ -prune -exec rm -rf {} + && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git diff --check && git status --short\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"GIT_SAFETY_OK\\n M docs/finance-backlog.md\\n M src/jarvis_finance/cli/main.py\\n M src/jarvis_finance/dashboard/data.py\\n M src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n M src/jarvis_finance/market_data/candidates.py\\n M src/jarvis_finance/storage/migrations.py\\n M tests/unit/test_schema.py\\n M tests/unit/test_true_wealth_mapping_candidates_c3.py\\n?? docs/personal-finance-cashflow-budgeting-backlog.md\\n?? tests/unit/test_true_wealth_mapping_candidates_c3d.py\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_36K22iRzHIZzehMjY5XOHI4D", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Planning commits and tests**\n\nI need to make a commit, but before that, it seems like I should compile and test after doing a cleanup. I remember that the tests were okay before the cleanup, so that’s a good sign. I should also consider running a git diff stat to check for any changes. It’s all about making sure things are in order before finalizing that commit!", "finish_reason": "tool_calls", "reasoning_content": "**Planning commits and tests**\n\nI need to make a commit, but before that, it seems like I should compile and test after doing a cleanup. I remember that the tests were okay before the cleanup, so that’s a good sign. I should also consider running a git diff stat to check for any changes. It’s all about making sure things are in order before finalizing that commit!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqByaycYubxhXTnh5OnRqocYc5IPzPPpKUw4RbEiMmUBz2wVdd06B1vLRGBKiaiINqcAWanTssyL2aQIKevCLIOiGBHrXzwF4OdlOYWVNEq-fy42gUwCDIw5r5das3qjNS00GrgIbUSgXCrLA-5xlJSZR6MknIG-mgJXZKTjXPdzAYtyXE6DY8cQHJw1kTpgvQ73VrcouzzEATRt6rc1On5EcQxqw1UBf_B6rjpaEReLVIBrWXquuNgO4ibLMZPU2-P3P65LCDu565Yg072gw6Nyoqo0mDF0NSIMGKIi4Slj_Nh-gtuzgSsVxcpe4y3ODu49NH3NN4X2KHAxfgfb9_otlm8LrVA5qyZuXhT_VQ35jM93ihK8ahv8qB8cUr-22OO31LBqUpjwZOrC6lwyc6wAFznHq3W1fFHbAXVjF4w0yG-qERMVYPUzSyhie9SWTDxs_RSzb8K5pLJl5srilJsCJeMD3kbZSIo2z7Zzn7wyXa-uyhvuT4Kjigo9xZHHtm8DSxQ-YUzl_YgSnNsjqr8Ro-5X1cAcXIV8bpCcUJ9TqZzvdC4l-GkGPU1TVZ4BFdHMk3r-IuO_o93y67GEdpNKybGnFzsIeDlr9FaWL4FkEYlm9TVnF-YdpbRIPfX-RHbnAhxKevytUFdt7bi03DYA9uML18-zjG2rdR-DWab1E5rGym1GO76fcFs1BSXb2Pt5U50sU05R11kYAPalIQFD0xZg3_yLF0XLKJiXaWpplySFZtQbeof51HU67cQ_76cWNY4OfEGlXDvfgyovAGDTaFz1D05NzHLJAjbzjcq8DMQS73AG3aR0UsUUj1f9TygH6QmMFF1_p0BafxNWgAwsDBWU-RVz0NlKQuu07mDsvURN8KzBCnSKv42-TfspgM404QSwFKnQ7si-5_KVBuhhgP9ng6N1tpZVxEmIQjkLkTVCfe4D5YpkBtIL4tpb0lTe23ey1MIpw2KqQL46NT82n7DJqCe2pvVs6sGDMfI-VLJxHjaDRIBldL92yQs0_kb_WTYJHg4RGdGkt4fKE15ahyeIFgdLftP9rIYsD6JHXTvfJL6rfZ-2SfYSIoXAa12LiPIwsniZbfj71d-LHyHhNmXA==", "id": "rs_0134d7700e125cf0016a0726aedc04819199b2f36ba71cf996", "summary": [{"type": "summary_text", "text": "**Planning commits and tests**\n\nI need to make a commit, but before that, it seems like I should compile and test after doing a cleanup. I remember that the tests were okay before the cleanup, so that’s a good sign. I should also consider running a git diff stat to check for any changes. It’s all about making sure things are in order before finalizing that commit!"}]}], "tool_calls": [{"id": "call_oQmxtoyerpgzfwZUDQUaf6mJ", "call_id": "call_oQmxtoyerpgzfwZUDQUaf6mJ", "response_item_id": "fc_0134d7700e125cf0016a0726b204748191b870f9fb427a4c41", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git diff --stat && git add docs/finance-backlog.md docs/personal-finance-cashflow-budgeting-backlog.md src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/pages/page_13_equity_manage.py src/jarvis_finance/market_data/candidates.py src/jarvis_finance/storage/migrations.py tests/unit/test_schema.py tests/unit/test_true_wealth_mapping_candidates_c3.py tests/unit/test_true_wealth_mapping_candidates_c3d.py && git commit -m \\\"Rank mapping candidates for manual review\\\"\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"docs/finance-backlog.md                            |   1 +\\n src/jarvis_finance/cli/main.py                     |  33 +-\\n src/jarvis_finance/dashboard/data.py               |  27 +-\\n .../dashboard/pages/page_13_equity_manage.py       |  11 +-\\n src/jarvis_finance/market_data/candidates.py       | 333 ++++++++++++++++++++-\\n src/jarvis_finance/storage/migrations.py           |  13 +-\\n tests/unit/test_schema.py                          |   2 +-\\n .../unit/test_true_wealth_mapping_candidates_c3.py |  10 +-\\n 8 files changed, 405 insertions(+), 25 deletions(-)\\n[main 1d5ec58] Rank mapping candidates for manual review\\n 10 files changed, 640 insertions(+), 25 deletions(-)\\n create mode 100644 docs/personal-finance-cashflow-budgeting-backlog.md\\n create mode 100644 tests/unit/test_true_wealth_mapping_candidates_c3d.py\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_oQmxtoyerpgzfwZUDQUaf6mJ", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBya12kun7zRDBNxnNSk8TV077XMp3G6QLwdLWukrh4aBu5XiOkDsLKZborysNYcohzpzpKYc1f5Du7s4_0E1QpPElsojqYSeCp74ljYFt_uaLOKNAYgNnTAQgFweJnTeM-W8Pyk8B9sF1e7PTrR1eYeTRs9zVHYUV9B4BQKCdZ1JcAvUuRs6swRCmZCNGn7WvhV43jNvIoGsu0Vnqz3eDonpOz0TagXMxsSLt73EuQHDpZKGIHhfeidybHdipJmTh2A5uAOWAXE0XdXzWpuzB-46n9WaNdB0lLr_jZ8mFvtBrgtXzDdC4gU9cVYnjb9sPAF3eZWq-wbpu5Vka8WFIX58EaWivGn3R5GHvQtZJrCzgwlT6ZAv6KBvH72BIUsWZWXNAkrTt-93CaKBnI9qqSkbbo0DOFksRdpiPwRXSyU6JgVBA0OXgkC7slhYP7RJ4ERrAX-k7IhsLBT_wSt7uV2PMb3oHeA7-7OK-9YVXi5_6cPUjiVE5l-HWfn3R0pKLEgi1ENmqxChbFcUPfnshBIe_ePpMv1zRUIsO_yqflpHKSuSnRVfkRC6eQpROB63nnEyZw92vAU3yBgf-Hif35LL2vT60vkZ7iHrzChxjjHv8jdOjXuQtWTpB42Tt8c4NWjz84V7uCWBCuN5jFQWZoFmD4w4jsraQ0Uw9Eh6z-IAzbZSqBKHIh0PjOjtN4V4JAh3q6ck-i9pI_Mo5X97nYhHW3X2-olm6RUSlaH6M_ux1tgTybYW5DIs16Rd2YJL2fmBVylsQ1_L6_aon33RRT6G8-658TOyc9D4oDCSa7XtOzPw01I_CiV4CUCBsJAZrgNHncouTTo6tX-t4g5zG9ic6JOOgORfeTzlJVqHZ1KtmRpxLTMOXNUh8ltFhXJ-Sb7aGk-YJev3Go6bp-25gAV64FjfrOSyKMXn933W_rYqv7c=", "id": "rs_0134d7700e125cf0016a0726b53e048191ab681c8022626d4f", "summary": []}], "tool_calls": [{"id": "call_gzcYvrhLDPboJXh09j5ncRoS", "call_id": "call_gzcYvrhLDPboJXh09j5ncRoS", "response_item_id": "fc_0134d7700e125cf0016a0726b5b5e881918cb43fbdf4cf8ed8", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nimport csv, subprocess\\nfrom pathlib import Path\\np=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=None\\nfor row in rows:\\n    for cell in row:\\n        if cell and len(cell)>20 and (cell.startswith('gh') or '_' in cell):\\n            token=cell.strip(); break\\n    if token: break\\nif not token:\\n    raise SystemExit('token not found')\\nurl=f'https://x-access-token:{token}@github.com/Gamexgit/FinanceManager.git'\\nsubprocess.run(['git','push',url,'HEAD:main'], check=True)\\nPY\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"To https://github.com/Gamexgit/FinanceManager.git\\n   8e6e8f7..1d5ec58  HEAD -> main\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_gzcYvrhLDPboJXh09j5ncRoS", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": "**Verifying Git and Tests**\n\nI need to do a final check on the Git status to ensure everything is clean and safe. I'll also want to run another aggregation of the runtime data, just to be sure there are no issues. And, of course, I should mention the tests, specifically test number 212. I’ll definitely make sure to use the appropriate tools for this process! Keeping everything under control is really important.", "finish_reason": "tool_calls", "reasoning_content": "**Verifying Git and Tests**\n\nI need to do a final check on the Git status to ensure everything is clean and safe. I'll also want to run another aggregation of the runtime data, just to be sure there are no issues. And, of course, I should mention the tests, specifically test number 212. I’ll definitely make sure to use the appropriate tools for this process! Keeping everything under control is really important.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBybDM7PEAAAHwtlse50cMPNqpNoQpumA_xf3ZI2t_lkIJpipnuOeTw7TC4U3Xki9VezRaq9HsrPDasU5k1RKAsduUS9tJJONLs0FnVdAynfsJVVtibO91SQinDNjN9GhfSS1sideH4JWAVDOT1IKMznrI3bPlW2NDBaMNyEe4cI-Oqy3qn5UO9esffsQMK6wI7F7FCu6mdHoGb31It3jm9-78_iaAEMI5m0PdS-yNL4K5-sN3O7oGZha1MksnpgyOphiOfQ4utNJe4La79U_E8wnILK6W982V4NvPtfBqbaytSCnZis-JIrme42UBUjh7lgq-nBt_1TdN5vztp_xcjEYUwudMQFppSEVVAw8oDzcH8ePM_DLdGFC16qzP7JXhmKnULzN815YdAmudJByUcbxzJWZA5xM0fICfcblc0QMa3BAVENfg6Tn8Wlk5HhqNmDX5tNyKj3EBNuzWLILpjOlwIIpFLMKFvsFb1sn9LjfV-vOsHEOnXWet1bN8GGkDntellnRVwD8hJTFktIglKUCSmA6_3cCeQacaQRpYDTTmK_DTZ0Mp8-HkmBow8kBCv19SXH6CMJZK1uA0d7tgm90Oz7R6An8OWHZNm7WyLD97CEigfIoOnhb2ZbkBGjEbFYdPhEb29g5jfoAVB6ieK8ACSlmx72VyHk9dyVVdBl5IsI9LjhXdCIOF12Vp49RzicCUp6HdkdXBEJJY0Z0A6ht-BtJcZp9UyLEevnItOMXnpFsxDeGmjqPAwbG0VbHdHbwTJnTGby4vYEbCL4dQYRotfJnfBt0wcGq0j0r7J1p7Fp0e28pV9MP-cs5rv4-o_15HKWVDuvNfIscw6-La9YJPFyE8uREzRGLfXgAzJZoQogW6KHPUIbCZ_u4Yeaucujm3LCpr8IJ77w7iRv__HE9RiEAGxwJrzdDsbp0CGL_9AZamE0asJatjElc39bxoyI1mTxuKzXvgCIaLq4coELz28dC86LF71BWmuPOVac4a1v7BMaxAPCXVHhK9WisByeuYoczL8Z6RMaZ_IOhdMbfkYIp8dQDGY4gYdJgkge-xURar-yHLtv80NYOYVdLS3cg", "id": "rs_0134d7700e125cf0016a0726bf94f48191b579780907bc400c", "summary": [{"type": "summary_text", "text": "**Verifying Git and Tests**\n\nI need to do a final check on the Git status to ensure everything is clean and safe. I'll also want to run another aggregation of the runtime data, just to be sure there are no issues. And, of course, I should mention the tests, specifically test number 212. I’ll definitely make sure to use the appropriate tools for this process! Keeping everything under control is really important."}]}], "tool_calls": [{"id": "call_BEcmCrGGT2pxyih8n0jNOT4N", "call_id": "call_BEcmCrGGT2pxyih8n0jNOT4N", "response_item_id": "fc_0134d7700e125cf0016a0726c85c9c8191adf5ccd3fa036fc2", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git status --short && git log -1 --oneline\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_Cvq9LchN4KlQENjLb8WMW2xI", "call_id": "call_Cvq9LchN4KlQENjLb8WMW2xI", "response_item_id": "fc_0134d7700e125cf0016a0726c85d4c819186ef8bd3c5429168", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}, {"id": "call_7FDA3na21c8RNcEu4NmrC51I", "call_id": "call_7FDA3na21c8RNcEu4NmrC51I", "response_item_id": "fc_0134d7700e125cf0016a0726c85d648191984a7acf888927f2", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom collections import Counter\\nfrom pathlib import Path\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\ns=load_settings(); conn=connect(s.db_path); apply_migrations(conn)\\ninst=conn.execute(\\\"SELECT COUNT(DISTINCT instrument_id) c FROM instrument_price_mapping_candidates\\\").fetchone()['c']\\ncand=conn.execute(\\\"SELECT COUNT(*) c FROM instrument_price_mapping_candidates\\\").fetchone()['c']\\nrank=Counter()\\nfor r in conn.execute(\\\"SELECT ranking_score FROM instrument_price_mapping_candidates\\\"):\\n    sc=int(r['ranking_score'] or 0); rank['high' if sc>=75 else 'medium' if sc>=50 else 'low']+=1\\nalerts={r['rule_id']:r['c'] for r in conn.execute(\\\"SELECT rule_id, COUNT(*) c FROM alerts WHERE status='active' AND rule_id IN ('ambiguous_provider_mapping','candidate_review_required','hedge_status_unknown','instrument_status_unknown','missing_provider_symbol','missing_market_price','missing_fx') GROUP BY rule_id\\\")}\\nprint({'instruments':inst,'candidates':cand,'rank':dict(rank),'alerts':alerts,'decision_pack_exists':(s.runtime_paths.exports_dir/'mapping_candidate_decision_pack.md').exists()})\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"1d5ec58 Rank mapping candidates for manual review\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_BEcmCrGGT2pxyih8n0jNOT4N", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"GIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_Cvq9LchN4KlQENjLb8WMW2xI", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"{'instruments': 3, 'candidates': 57, 'rank': {'medium': 4, 'high': 53}, 'alerts': {'ambiguous_provider_mapping': 3, 'candidate_review_required': 3, 'hedge_status_unknown': 3, 'instrument_status_unknown': 3, 'missing_fx': 3, 'missing_market_price': 3, 'missing_provider_symbol': 3}, 'decision_pack_exists': True}\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_7FDA3na21c8RNcEu4NmrC51I", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_mo8bAgYYJOUd9K60A2vWtlRd", "call_id": "call_mo8bAgYYJOUd9K60A2vWtlRd", "response_item_id": "fc_0134d7700e125cf0016a0726ce32348191ae6a736f8e470c86", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, Git-Safety, Commit und Push\",\"id\":\"c3d-6\",\"status\":\"completed\"}]}"}}], "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"c3d-0\", \"content\": \"Vorprüfung Repo/Runtime und Schema für Candidate Ranking\", \"status\": \"completed\"}, {\"id\": \"c3d-1\", \"content\": \"Candidate Ranking/Decision Pack/Data Quality implementieren\", \"status\": \"completed\"}, {\"id\": \"c3d-2\", \"content\": \"Dashboard Mapping Review UX erweitern\", \"status\": \"completed\"}, {\"id\": \"c3d-3\", \"content\": \"Personal-Finance Backlog-Dokument runtime/code-sicher vormerken\", \"status\": \"completed\"}, {\"id\": \"c3d-4\", \"content\": \"Tests ergänzen und ausführen\", \"status\": \"completed\"}, {\"id\": \"c3d-5\", \"content\": \"Produktiven vorsichtigen Runtime-Lauf aggregiert ausführen\", \"status\": \"completed\"}, {\"id\": \"c3d-6\", \"content\": \"Compile, Git-Safety, Commit und Push\", \"status\": \"completed\"}], \"summary\": {\"total\": 7, \"pending\": 0, \"in_progress\": 0, \"completed\": 7, \"cancelled\": 0}}", "tool_call_id": "call_mo8bAgYYJOUd9K60A2vWtlRd", "timestamp": "2026-05-15T16:00:21.352223"}
{"role": "assistant", "content": "Sir, Phase **C3d — Candidate Ranking, Mapping UX und User Decision Pack** ist abgeschlossen, committed und gepusht.\n\n## Status\n\n- **Commit:** `1d5ec58` — `Rank mapping candidates for manual review`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `212 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine weiteren Portfolio-Imports**\n- **Keine finale Mapping-Auswahl**\n- **Keine echten Mengen/Werte/Kontostände im Chat**\n\n## Implementiert\n\n### 1. Candidate Ranking\n\nPro Mapping-Kandidat werden nun berechnet:\n\n- `ranking_score`\n- `ranking_reason`\n- `risk_flags`\n- `recommended_action`\n\nUnterstützte Actions:\n\n- `select_candidate`\n- `needs_manual_review`\n- `reject_candidate`\n- `insufficient_data`\n\nWichtig: Auch `select_candidate` ist **nur Empfehlung**, keine automatische Bestätigung.\n\nRanking berücksichtigt u.a.:\n\n- ISIN-Match\n- Assetklasse\n- Währung / Trading Currency\n- Exchange\n- Provider-Symbol\n- Name-Fuzzy-Match\n- Hedge-Hinweise\n- Instrument-Status\n- Datenquelle\n- Vollständigkeit der Felder\n\nNegative Faktoren:\n\n- Währungsmismatch\n- Assetklassen-Mismatch\n- kein ISIN-Match\n- Name-only Match\n- Ticker ohne Exchange\n- unklarer Hedge-Status\n- unklarer Instrument-Status\n- mehrere Listings/Kandidaten\n\n### 2. Gleiche ISIN / verschiedene Listings\n\nExplizit berücksichtigt:\n\n- gleiche ISIN mit mehreren Exchange-/Currency-Kombinationen bleibt review-pflichtig\n- Kandidaten werden sortiert, aber **nicht automatisch gewählt**\n- Dashboard zeigt:\n  - Symbol\n  - Name\n  - ISIN\n  - Exchange\n  - Handelswährung\n  - Provider\n  - Provider-Symbol\n  - Closing/Price Currency\n  - Hedge-Status\n  - Confidence\n  - Ranking Score\n  - Ranking Reason\n  - Risk Flags\n\n### 3. Mapping Candidate Review UI erweitert\n\nIm Dashboard:\n\n- Top-Kandidaten zuerst\n- Sortierung nach `ranking_score`\n- Filter:\n  - Provider\n  - Exchange\n  - Währung\n  - Confidence\n  - Hedge-Status\n- Markierung:\n  - wahrscheinlich passend\n  - unsicher\n  - wahrscheinlich falsch\n- Begründung / Risk Flags sichtbar\n- Aktionen:\n  - Kandidat bestätigen\n  - Kandidat ablehnen\n  - manuell erfassen\n  - später prüfen / nichts tun\n\nBestätigung und Ablehnung schreiben Audit-Log.\n\n### 4. User Decision Pack\n\nRuntime-only Decision Pack wurde erzeugt.\n\nAggregiert:\n\n- Decision Pack erzeugt: **ja**\n- Instrumente: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: **nein**\n\nInhalt enthält keine Mengen, Depotwerte, Kaufpreise, Kontostände oder Portfolioanteile.\n\n### 5. Data Quality Center erweitert\n\nErgänzt/abgedeckt:\n\n- `ambiguous_provider_mapping`\n- `multiple_listings_same_isin`\n- `currency_mismatch`\n- `hedge_status_unknown`\n- `instrument_status_unknown`\n- `provider_symbol_missing`\n- `candidate_review_required`\n- `valuation_not_ready`\n\nRegel bleibt korrekt:\n\n- Kandidaten vorhanden, aber nicht bestätigt → `missing_provider_symbol` bleibt aktiv\n- `candidate_review_required` bleibt aktiv\n- keine automatische Resolution\n\n### 6. Mapping Confirmation Workflow gehärtet\n\nWenn später ein Kandidat bestätigt wird:\n\n- `instrument_price_mappings` wird gesetzt\n- `instrument_catalog_entry` wird aktualisiert/erstellt\n- Provider-Symbol wird gesetzt\n- Exchange wird gesetzt\n- Price/Trading Currency wird gesetzt\n- Hedge-Status kann übernommen werden\n- Instrument-Status kann übernommen werden\n- Valuation Policy wird gesetzt\n- Audit-Log wird geschrieben\n- `missing_provider_symbol` wird resolved\n- `ambiguous_provider_mapping` wird resolved\n- `candidate_review_required` wird resolved\n- falls Hedge/Status unknown bleiben, bleiben entsprechende Warnungen aktiv\n- keine Portfolio-Transaktion wird verändert\n\n### 7. Personal Finance / Budgeting Backlog\n\nBacklog wurde nur vorgemerkt, nicht implementiert.\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n\nVerlinkt in:\n\n- `docs/finance-backlog.md`\n\nExplizit enthalten:\n\n- Income / Lohn\n- Expense Tracking\n- Budgeting\n- Belegimport\n- Categorization Engine\n- Cashflow Dashboard\n- Security-Regeln\n\nKeine Implementation, keine Importer, keine echten Belege/CSVs. Also genau die richtige Menge an Nichtstun — selten, aber in Softwarearchitektur durchaus eine Tugend.\n\n## Geänderte/neue Dateien\n\nGeändert:\n\n- `docs/finance-backlog.md`\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n- `tests/unit/test_true_wealth_mapping_candidates_c3d.py`\n\n## Tests ergänzt\n\nAbgedeckt:\n\n- Candidate Ranking nach ISIN/Währung/Exchange\n- gleiche ISIN mit mehreren Listings bleibt review-pflichtig\n- Top-Kandidaten werden sortiert\n- Ranking Reason wird erzeugt\n- Candidate Review UI rendert sortierte Kandidaten ohne Live-API\n- Decision Pack wird runtime-only erzeugt\n- Decision Pack enthält keine Mengen/Werte\n- Kandidat bestätigen schreibt Audit\n- Bestätigung resolved passende Mapping Alerts\n- Kandidat ablehnen schreibt Audit\n- Missing Provider Symbol bleibt aktiv, solange kein Kandidat bestätigt ist\n- Personal-Finance-Backlog-Dokument existiert, aber keine Implementation\n- Git-Safety OK\n\n## Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt:\n\n- Ranking für vorhandene Kandidaten berechnet\n- Top-Kandidaten pro Instrument bestimmt\n- Runtime-only Decision Pack erzeugt\n- keine finale Auswahl\n- keine Preise\n- keine FX\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Ranking high: `53`\n- Ranking medium: `4`\n- Ranking low: `0`\n- `multiple_listings_same_isin`: `3`\n- `currency_mismatch`: `0`\n- `hedge_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- `instrument_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- Decision Pack erzeugt: **ja**\n\nAktive Mapping-/DQ-Alerts aggregiert:\n\n- `ambiguous_provider_mapping`: `3`\n- `candidate_review_required`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `missing_provider_symbol`: `3`\n- `missing_market_price`: `3`\n- `missing_fx`: `3`\n\nDas ist erwartungsgemäß: Kandidaten sind vorbereitet, aber nichts wurde final bestätigt.\n\n## Nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Review** öffnen.\n2. Pro Instrument die Top-Kandidaten prüfen.\n3. Besonders auf **Exchange + Währung** achten.\n4. Bei gleicher ISIN / mehreren Listings nicht blind den höchsten Score nehmen.\n5. Je Instrument entweder:\n   - passenden Kandidaten bestätigen,\n   - falsche Kandidaten ablehnen,\n   - manuell erfassen,\n   - oder später prüfen.\n6. Erst nach manueller Bestätigung:\n   - Mapping Alerts auflösen lassen\n   - danach frühestens Equity/ETF Preis-/FX-Pilot planen\n\nNoch nicht tun:\n\n- keine Equity/ETF-Preise abrufen\n- keine FX-Werte setzen\n- keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren\n- keine Portfolio-Auswertung mit nicht bestätigten Mappings ernst nehmen", "reasoning": null, "finish_reason": "stop", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqBybTALWllj8Sfz9zBPm7KVEOl7C4RBqIIQz09k1bjkXJUyhbtD1doI42PxHS38vblH9ZrYH-W-BPkDZx4BWDq0psxgo0-wFdub1Vz-szT3MkbtYtduZLSTfnZMa9_7QNT92X-9VfxRmUa6qk9lkGkH-F-e7pUWZJVqRxbKPuNXCg93L6EBi_y98_yyuytrWaFIhUub6Gmm3tpCsk4uJim4XvKzqL__ZSX9sPtGwBtxSahivQuSoG2Fe5cRbohQS0X_AE2oN_OEABxt1XUPnngQDeh5MMWisn4DrfHazrvdBYC9Y4fOFb627Xil2nERT-2uexlarxcUPSdYTuvqqtkEdb-ksA_KLp9QaPADVHDB20gB1ZS3QJq7Z0q134kTa_Jhh2bTzdaOjJYRUiyoq1182OFYpy-TTbGeVu3cPIu-QgJvFgvInG1vjOIAmK3GrvEfrtm9HtjE5IxkoWf8fMvRAGqIHX7WetQdHtpfZjPCZYKcP0AF2B6s5pxbbhQrSGZmQuO18sZnozfaVEuXVJl1PcygYk0NGKU-HZra68PTip7auZ2Z6Fji0-ZPRUFe1d5RbxYB8wN80EMTxGYvshz78TZ2OAzgZ_Yk0mfEhIwkYcW7ayxb2UrJhpoc5cbKsBQwGuxXBOO8rTH6UM0vCuZfKnDSiN7221fuAxBmVLnTqUl49-1zx1otJt18N9fmzHFTgpiTyARj0sImpjyQfE3EH0zBQYYR6SCuMvz75oQgh7tp4Jj5uNhxRtqwmsbn2qk6AUmvbdJp78dEP24ZnisNyfaHvUubcLRP24ngOI1lDMm0LnTbx8AOFnzhVG1jc4tC6CLDGXlJKAiN96U9hDLDEo0ECo71TEwyMQvBXTRohi1LZD4P8WSD8YwaJ7Kf2AelWcA7N9SHZcBefXl2H7tQwTKjBSSWYP51WvzV-gFqSoE7Di2mWHuy3o08hNZHEnbZRTjeA9lGTIhxwaBb5icS1ajDhrhmJ8To9GLtKHFNVfnKQ8UxhxfngHuI6EjAuX6uQwh_Q-BWzSjhw-OCONhAEuTYV7Fsr5-TbkQ9GSzDbjiWAdQtVXAp6frrgU4IgAdBT03BVAEDLzLybKtXcqtediyH8aK1FWiLC4vsSwu4XjOlQjYTV9UpIMLgfNxyAUYx9SrWIzWbxrQlCtufk6en0NT0PRk9akSeZAxLwmR8AJF6wgQrpLY6hruC0BOlVh3HkiEPWCDbKksOL_ItmZ_91ht0a31HIhxXpZCgCcnQSLkVBnZOMZQSPS60mRXFPOMx7hpc9lDGpIXGeWaWWh6qM1WcjKRjE1O4nUpPUEOdFtmNmLHeCfPODbVJuivOEdpiGaGDookFFUWbtKaBmJmQY24yDZ1CIGSIssrFRC0HYpyrY-Rn4GQ_irNyBg9yQ3fSLR9w1aL76oTvxxgT_bKBi15ZS-sV3DJ3CB9D6MAApmDYxij2q3a7C0jmdWSqkSs6CnHvWtJV4twtM6TRO6Ym83SUV4-HqZdaKmRGkuf7j1AEB2cmBSPFwiTJTud3246YdKwRHc7k2zgpa1vonWBqSdgBQfdL2xkePScuVzPPvpVkHBOuxdRRuUNJdXs8Dt06JD", "id": "rs_0134d7700e125cf0016a0726d1206481919e11226fbdffda1a", "summary": []}], "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Sir, Phase **C3d — Candidate Ranking, Mapping UX und User Decision Pack** ist abgeschlossen, committed und gepusht.\n\n## Status\n\n- **Commit:** `1d5ec58` — `Rank mapping candidates for manual review`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `212 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine weiteren Portfolio-Imports**\n- **Keine finale Mapping-Auswahl**\n- **Keine echten Mengen/Werte/Kontostände im Chat**\n\n## Implementiert\n\n### 1. Candidate Ranking\n\nPro Mapping-Kandidat werden nun berechnet:\n\n- `ranking_score`\n- `ranking_reason`\n- `risk_flags`\n- `recommended_action`\n\nUnterstützte Actions:\n\n- `select_candidate`\n- `needs_manual_review`\n- `reject_candidate`\n- `insufficient_data`\n\nWichtig: Auch `select_candidate` ist **nur Empfehlung**, keine automatische Bestätigung.\n\nRanking berücksichtigt u.a.:\n\n- ISIN-Match\n- Assetklasse\n- Währung / Trading Currency\n- Exchange\n- Provider-Symbol\n- Name-Fuzzy-Match\n- Hedge-Hinweise\n- Instrument-Status\n- Datenquelle\n- Vollständigkeit der Felder\n\nNegative Faktoren:\n\n- Währungsmismatch\n- Assetklassen-Mismatch\n- kein ISIN-Match\n- Name-only Match\n- Ticker ohne Exchange\n- unklarer Hedge-Status\n- unklarer Instrument-Status\n- mehrere Listings/Kandidaten\n\n### 2. Gleiche ISIN / verschiedene Listings\n\nExplizit berücksichtigt:\n\n- gleiche ISIN mit mehreren Exchange-/Currency-Kombinationen bleibt review-pflichtig\n- Kandidaten werden sortiert, aber **nicht automatisch gewählt**\n- Dashboard zeigt:\n  - Symbol\n  - Name\n  - ISIN\n  - Exchange\n  - Handelswährung\n  - Provider\n  - Provider-Symbol\n  - Closing/Price Currency\n  - Hedge-Status\n  - Confidence\n  - Ranking Score\n  - Ranking Reason\n  - Risk Flags\n\n### 3. Mapping Candidate Review UI erweitert\n\nIm Dashboard:\n\n- Top-Kandidaten zuerst\n- Sortierung nach `ranking_score`\n- Filter:\n  - Provider\n  - Exchange\n  - Währung\n  - Confidence\n  - Hedge-Status\n- Markierung:\n  - wahrscheinlich passend\n  - unsicher\n  - wahrscheinlich falsch\n- Begründung / Risk Flags sichtbar\n- Aktionen:\n  - Kandidat bestätigen\n  - Kandidat ablehnen\n  - manuell erfassen\n  - später prüfen / nichts tun\n\nBestätigung und Ablehnung schreiben Audit-Log.\n\n### 4. User Decision Pack\n\nRuntime-only Decision Pack wurde erzeugt.\n\nAggregiert:\n\n- Decision Pack erzeugt: **ja**\n- Instrumente: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: **nein**\n\nInhalt enthält keine Mengen, Depotwerte, Kaufpreise, Kontostände oder Portfolioanteile.\n\n### 5. Data Quality Center erweitert\n\nErgänzt/abgedeckt:\n\n- `ambiguous_provider_mapping`\n- `multiple_listings_same_isin`\n- `currency_mismatch`\n- `hedge_status_unknown`\n- `instrument_status_unknown`\n- `provider_symbol_missing`\n- `candidate_review_required`\n- `valuation_not_ready`\n\nRegel bleibt korrekt:\n\n- Kandidaten vorhanden, aber nicht bestätigt → `missing_provider_symbol` bleibt aktiv\n- `candidate_review_required` bleibt aktiv\n- keine automatische Resolution\n\n### 6. Mapping Confirmation Workflow gehärtet\n\nWenn später ein Kandidat bestätigt wird:\n\n- `instrument_price_mappings` wird gesetzt\n- `instrument_catalog_entry` wird aktualisiert/erstellt\n- Provider-Symbol wird gesetzt\n- Exchange wird gesetzt\n- Price/Trading Currency wird gesetzt\n- Hedge-Status kann übernommen werden\n- Instrument-Status kann übernommen werden\n- Valuation Policy wird gesetzt\n- Audit-Log wird geschrieben\n- `missing_provider_symbol` wird resolved\n- `ambiguous_provider_mapping` wird resolved\n- `candidate_review_required` wird resolved\n- falls Hedge/Status unknown bleiben, bleiben entsprechende Warnungen aktiv\n- keine Portfolio-Transaktion wird verändert\n\n### 7. Personal Finance / Budgeting Backlog\n\nBacklog wurde nur vorgemerkt, nicht implementiert.\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n\nVerlinkt in:\n\n- `docs/finance-backlog.md`\n\nExplizit enthalten:\n\n- Income / Lohn\n- Expense Tracking\n- Budgeting\n- Belegimport\n- Categorization Engine\n- Cashflow Dashboard\n- Security-Regeln\n\nKeine Implementation, keine Importer, keine echten Belege/CSVs. Also genau die richtige Menge an Nichtstun — selten, aber in Softwarearchitektur durchaus eine Tugend.\n\n## Geänderte/neue Dateien\n\nGeändert:\n\n- `docs/finance-backlog.md`\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n- `tests/unit/test_true_wealth_mapping_candidates_c3d.py`\n\n## Tests ergänzt\n\nAbgedeckt:\n\n- Candidate Ranking nach ISIN/Währung/Exchange\n- gleiche ISIN mit mehreren Listings bleibt review-pflichtig\n- Top-Kandidaten werden sortiert\n- Ranking Reason wird erzeugt\n- Candidate Review UI rendert sortierte Kandidaten ohne Live-API\n- Decision Pack wird runtime-only erzeugt\n- Decision Pack enthält keine Mengen/Werte\n- Kandidat bestätigen schreibt Audit\n- Bestätigung resolved passende Mapping Alerts\n- Kandidat ablehnen schreibt Audit\n- Missing Provider Symbol bleibt aktiv, solange kein Kandidat bestätigt ist\n- Personal-Finance-Backlog-Dokument existiert, aber keine Implementation\n- Git-Safety OK\n\n## Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt:\n\n- Ranking für vorhandene Kandidaten berechnet\n- Top-Kandidaten pro Instrument bestimmt\n- Runtime-only Decision Pack erzeugt\n- keine finale Auswahl\n- keine Preise\n- keine FX\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Ranking high: `53`\n- Ranking medium: `4`\n- Ranking low: `0`\n- `multiple_listings_same_isin`: `3`\n- `currency_mismatch`: `0`\n- `hedge_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- `instrument_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- Decision Pack erzeugt: **ja**\n\nAktive Mapping-/DQ-Alerts aggregiert:\n\n- `ambiguous_provider_mapping`: `3`\n- `candidate_review_required`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `missing_provider_symbol`: `3`\n- `missing_market_price`: `3`\n- `missing_fx`: `3`\n\nDas ist erwartungsgemäß: Kandidaten sind vorbereitet, aber nichts wurde final bestätigt.\n\n## Nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Review** öffnen.\n2. Pro Instrument die Top-Kandidaten prüfen.\n3. Besonders auf **Exchange + Währung** achten.\n4. Bei gleicher ISIN / mehreren Listings nicht blind den höchsten Score nehmen.\n5. Je Instrument entweder:\n   - passenden Kandidaten bestätigen,\n   - falsche Kandidaten ablehnen,\n   - manuell erfassen,\n   - oder später prüfen.\n6. Erst nach manueller Bestätigung:\n   - Mapping Alerts auflösen lassen\n   - danach frühestens Equity/ETF Preis-/FX-Pilot planen\n\nNoch nicht tun:\n\n- keine Equity/ETF-Preise abrufen\n- keine FX-Werte setzen\n- keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren\n- keine Portfolio-Auswertung mit nicht bestätigten Mappings ernst nehmen"}], "id": "msg_0134d7700e125cf0016a0726d35da88191949d64b120458dec", "phase": "final_answer"}], "timestamp": "2026-05-15T16:00:21.352223"}