[M G] Danke. Der Crypto Price Update MVP ist akzeptiert.

Die Umsetzung ist grundsätzlich sinnvoll:

* lokaler Preis-Cache
* kein Live-API-Call im Dashboard/Report
* 429-Handling
* Git-Safety sauber
* Tests grün
* Runtime-Daten außerhalb Git

Allerdings 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.

Aktueller Stand:

* Commit 3aa67d8 ist akzeptiert.
* Preisupdate funktioniert technisch.
* Aber nur 6 von 20 aktiven Crypto Assets hatten frische CHF-Preise.
* 14 Assets hatten Warnings/Stale/Provider-Limit-Themen.
* BTC-Test wurde noch nicht abgeschlossen.
* Equity/ETF Manage UI wurde noch nicht begonnen.

Bitte jetzt wie folgt weiterfahren:

## Teil 1: Crypto Price Update robuster machen

Bitte verbessere zuerst den Preisupdate-Mechanismus, bevor wir echte Reports mit Preisen ernsthaft nutzen.

Ziel:
Möglichst alle vorhandenen Crypto Assets mit CoinGecko-ID sollen lokale CHF-Preise erhalten, ohne Dashboard-Live-API und ohne Rate-Limit-Crash.

Bitte implementiere:

1. Batch-Abfrage prüfen/umsetzen

* Wenn CoinGecko mehrere IDs in einem Request unterstützt, bitte nutzen.
* Dadurch weniger API-Calls.
* Kein Abruf pro Coin, falls Batch möglich ist.

2. Konservatives Throttling

* Pause zwischen Requests
* konfigurierbar:

  * --sleep-seconds
  * --max-retries
  * --initial-backoff
  * --max-backoff

3. CLI-Optionen ergänzen
   Bitte vorbereiten/implementieren:

* --only-missing
* --only-stale
* --only-symbol SYMBOL
* --limit N
* --dry-run
* --currency CHF

4. Bessere Summary
   Bitte nach Update nur aggregiert ausgeben:

* total assets
* updated
* cached
* skipped
* stale
* warnings
* errors
* assets still missing local price
* keine echten Mengen/Werte

5. Data Quality

* Für Assets ohne frischen Preis Data-Quality-Alert erzeugen oder aktualisieren.
* Alert-Dedupe respektieren.
* Keine Alert-Flut.

6. Tests
   Bitte Tests ergänzen für:

* Batch-Request
* --only-missing
* --only-stale
* --only-symbol
* --limit
* --dry-run
* Rate-Limit mit Backoff
* Alert-Dedupe bei fehlenden Preisen

Danach bitte produktiv gegen Runtime-DB nochmals ausführen, aber vorsichtig und ohne echte Werte im Chat.

Bitte berichten:

* Anzahl Assets total
* Anzahl Assets mit frischem CHF-Preis
* Anzahl weiterhin ohne frischen Preis
* Anzahl Warnings/Errors
* keine Preise/Werte/Mengen ausgeben

## Teil 2: BTC-Test nachholen

Danach bitte den BTC-Test wie zuletzt entschieden nachholen:

Option A:
BTC mit allen BTC-Wallet-Holdings aus Excel importieren.

Bedingungen:

* Nur Bitcoin BTC
* Coin-Name: Bitcoin
* Symbol: BTC
* CoinGecko-ID: bitcoin
* Mapping-Status: selected
* Snapshot-Datum: 31.12.2025
* Alle BTC-Wallet-Holdings aus der echten Excel-Datei übernehmen
* Pro BTC-Wallet mit Bestand genau eine initial_snapshot_addition bzw. initial_snapshot-Holding erzeugen
* Mengen exakt als Decimal/Text übernehmen
* Keine Float-Konvertierung
* Keine echten Mengen/Werte im Chat
* Keine anderen Coins importieren
* Audit-Log Pflicht
* Keine doppelte Holding für asset_id + wallet_id
* Legacy-CHF-Werte ignorieren
* Git-Safety vor/nachher prüfen

Bericht nur aggregiert:

* BTC-Test durchgeführt: ja/nein
* Anzahl BTC-Wallet-Holdings importiert
* Asset-Anzahl erhöht: ja/nein
* Holding-Anzahl erhöht: ja/nein
* Audit-Logs erstellt: ja/nein
* Doppelte Holdings: ja/nein
* Fehler/Warnings
* Git-Safety Ergebnis
* Git Status

## Teil 3: Danach Equity/ETF Manage UI

Erst wenn Teil 1 und Teil 2 sauber sind, bitte mit der Equity/ETF Manage UI beginnen.

Ziel:
Aktien und ETFs aus PostFinance, True Wealth und Raiffeisen später im Dashboard erfassen, korrigieren und als Initial Snapshot übernehmen können — auditierbar und ohne stilles Überschreiben.

Grundlogik:

* Für Aktien/ETFs ist ISIN die primäre Identifikation.
* Ticker und Exchange sind Zusatzinformationen.
* Positionen werden über initial_position_snapshot, buy, sell, dividend, fee oder manual_adjustment abgebildet.
* Jede Änderung braucht
Audit-Log.
* Fremdwährungen USD/EUR brauchen FX-Kurs und CHF-Gegenwert.
* Keine Scheingenauigkeit, wenn Kaufhistorie, Gebühren oder historische FX fehlen.
* Erst mit synthetischen Daten und Dummy-Depots bauen.
* Keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren.

Bitte vormerken für die Equity/ETF Manage UI:

* Aktie/ETF als Initial Snapshot hinzufügen
* Buy
* Partial Sell
* Full Sell
* Dividend
* ETF Distribution
* Fee
* Manual Adjustment
* ISIN Pflicht oder stark empfohlen
* ISIN/Ticker dürfen nicht beide leer sein
* Währung Pflicht
* Depot/Konto Pflicht
* FX bei Fremdwährung
* Audit-Log Pflicht
* Notiz Pflicht bei manual_adjustment oder unvollständiger Historie

## Weitere Funktionsmodule bitte vormerken, aber noch nicht bauen

Bitte für später als Backlog vormerken:

1. Portfolio Health Seite

* Gesamtwert CHF
* Assetklassen
* Plattformen
* Datenqualität
* Cashquote
* fehlende Preise/FX

2. Reconciliation / Abgleich-Seite

* Dashboard-Bestand vs. letzter Snapshot
* manuelle Prüfung „Bestand geprüft am Datum X“
* Differenzen sichtbar machen

3. Data Quality Center

* fehlende Preise
* stale prices
* fehlende FX
* fehlende ISIN
* fehlende CoinGecko-ID
* unvollständige Historie

4. Manual Review Queue

* ausgelassene Coins
* unsichere Mappings
* offene Alerts
* offene Datenqualitätsprobleme

5. Backup / Restore

* Runtime-DB Backup
* verschlüsseltes Backup optional
* Restore-Test später

6. Safe Mode / Read-only Mode

* Dashboard im Lesemodus
* Schreibfunktionen bewusst aktivieren
* Schutz gegen versehentliche Änderungen

Bitte jetzt zuerst Teil 1 umsetzen, dann Teil 2, dann Teil 3. Keine echten Aktien-/ETF-Daten importieren.


Explanation:
**Inspecting repository for finance skills**

I need to act and inspect the repository related to finance-system-architecture. It's important to check for relevant skills that might be there, especially on GitHub. I want to get a clear understanding of the tools and structures involved in this project. Loading the repository should help me gather the details I need. Let's figure this out!


[skill_view] name=finance-system-architecture (21,972 chars)


[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:
Summary generation was unavailable. 129 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.


[M G] Der UX-Sprint 2 ist technisch akzeptiert, aber aus Nutzersicht noch nicht ausreichend.

Ich habe das Dashboard jetzt selbst geprüft. Es ist zwar besser geworden, aber es wirkt weiterhin wie ein Streamlit-Prototyp mit vielen technischen oder halbfertigen Elementen. Bitte starte deshalb jetzt einen gezielten:

Functional UX Stabilization Sprint

Ziel:
Nicht noch mehr neue Seiten bauen, sondern das bestehende Dashboard wirklich bedienbar machen.

Wichtig:

* Jede sichtbare Schaltfläche muss entweder funktionieren oder klar deaktiviert/ausgeblendet sein.
* Keine Fake-Buttons.
* Keine leeren Seiten im User Mode.
* Keine doppelte Navigation.
* Positionen müssen auswählbar sein.
* Aktionen müssen aus einer ausgewählten Position heraus ausführbar sein.
* Dashboard darf weiterhin keine Live-API beim Rendern ausführen.
* Runtime-Daten bleiben außerhalb Git.
* Keine echten Daten ins Repo.
* Git-Safety, Tests, Commit, Push wie gewohnt.

1. Navigation reparieren

Aktuell gibt es links offenbar zwei Navigationssysteme:

* oben eine automatische Streamlit-Seitenliste mit vielen Einträgen
* darunter unsere eigene JARVIS-Navigation

Das ist verwirrend.

Bitte beheben:

* Es darf nur noch eine klare Navigation sichtbar sein.
* Keine doppelte Seitenliste.
* Keine Einträge wie „page 00 command center“, „page 01 portfolio“ usw. im User Mode.
* Wenn Streamlit automatische Multipage-Navigation erzeugt, bitte Architektur anpassen:

  * entweder zentrale Router-App verwenden
  * oder Pages so auslagern/umbenennen, dass sie nicht automatisch als Streamlit-Seiten erscheinen
  * oder konsequent nur Streamlit-native Navigation verwenden
* User Mode Navigation schlank:

  * Command Center
  * Portfolio
  * Crypto
  * Wallets
  * Equities/ETFs
  * Watchlist
  * Reports
* Admin/Debug getrennt und einklappbar:

  * Ledger
  * Audit
  * Alerts
  * Data Quality
  * Import Wizard
  * Settings
  * Manage-Seiten

Akzeptanz:
Beim Öffnen sehe ich links nur eine sinnvolle Navigation, keine doppelte oder automatisch generierte Seitenliste.

2. Keine leeren oder halbfertigen Seiten im User Mode

Bitte alle User-Mode-Seiten prüfen.

Regel:

* Wenn eine Seite noch keine echte Funktion hat, aus dem User Mode ausblenden.
* Wenn eine Seite sichtbar bleibt, muss sie mindestens eine klare MVP-Funktion haben.
* Halbfertige Seiten dürfen in Admin/Debug oder unter „Coming Soon“ sichtbar sein, aber nicht prominent im User Mode.

Speziell prüfen:

* Watchlist
* Reports
* Wallets
* Equities/ETFs
* Import Wizard
* Manual Review Queue
* Data Quality Center

3. Fake-Buttons entfernen

Aktuell wirken mehrere Buttons wie Funktionen, tun aber offenbar nichts oder führen nicht sauber weiter.

Bitte für jeden sichtbaren Button prüfen:

* „Preise aktualisieren“
* „Report erzeugen“
* „Coin hinzufügen“
* „Wallet verwalten“
* „Bestand hinzufügen“
* „Bestand korrigieren“
* „Transfer“
* „Bestand auf 0 setzen“
* „Audit / Verlauf anzeigen“
* „Neues Wallet“
* „Coin in Wallet hinzufügen“
* „Wallet verifizieren“
* „Wallet bearbeiten“
* „Wallet deaktivieren“
* „Aktie/ETF hinzufügen“
* „Watchlist hinzufügen“

Regel:

* Wenn Button sichtbar ist, muss er eine echte Aktion auslösen.
* Wenn die Aktion noch nicht implementiert ist, Button deaktivieren und Hinweis anzeigen.
* Keine Button-Attrappen.
* Keine reinen Text-Aktionen wie „Details · Bestand hinzufügen · Korrigieren“.
* Aktionen müssen als echte st.button, st.form_submit_button, Auswahl oder Navigation funktionieren.

4. Read-only vs Edit Mode verständlich machen

Aktuell steht links „Write Mode: Read-only“, aber trotzdem sieht man Aktionsbuttons. Das ist verwirrend.

Bitte klar lösen:

* Standard: Read-only Mode
* Aktionen, die schreiben, sind in Read-only Mode deaktiviert.
* Es gibt einen Button/Toggle:

  * „Bearbeiten aktivieren“
* Nach Aktivierung:

  * Hinweis: Änderungen werden in Runtime-DB geschrieben und auditierbar gespeichert.
  * Session-basierter Edit Mode.
  * Keine Änderung ohne Review/Bestätigung.
* Bei deaktivierten Buttons klar anzeigen:

  * „Bearbeiten aktivieren, um diese Aktion auszuführen.“

Preise aktualisieren
ieren und
Report erzeugen dürfen eigene Kategorien sein:

* Preisupdate = Datenupdate
* Report = Export
  Aber auch diese Aktionen müssen echte Rückmeldung geben.

5. Positionen wirklich interaktiv machen

Ich möchte nicht nur Tabellen lesen, sondern Positionen auswählen und damit arbeiten.

Bitte für Crypto umsetzen:

A. Coin auswählen

* st.dataframe mit Row Selection nutzen, falls Streamlit-Version dies unterstützt.
* Falls nicht robust möglich: Selectbox oder Coin-Cards mit „Öffnen“-Button.
* Gewählte Coin-Position in st.session_state speichern.

B. Detailbereich
Nach Auswahl eines Coins:

* Coin-Name / Symbol
* Gesamtmenge
* Gesamtwert CHF
* Kurs CHF
* Anteil am Crypto-Portfolio
* Wallet-Aufteilung
* Preisstatus
* letzte Preisaktualisierung

C. Aktionen im Detailbereich
Echte Buttons:

* Bestand hinzufügen
* Bestand korrigieren
* Transfer
* Bestand auf 0 setzen
* Audit / Verlauf anzeigen

Diese Buttons sollen:

* entweder direkt einen Wizard öffnen
* oder zur Crypto Manage Action mit vorgefülltem Coin/Wallet-Kontext springen
* oder klar disabled sein, falls Read-only Mode aktiv ist

6. Wallets wirklich interaktiv machen

Wallet-Seite:

* Wallet auswählen über Tabelle/Selectbox/Card
* Wallet-Detail anzeigen
* Coins in diesem Wallet anzeigen
* Echte Aktionen:

  * Coin in Wallet hinzufügen
  * Bestand korrigieren
  * Transfer aus Wallet
  * Wallet verifizieren
  * Wallet bearbeiten
  * Wallet deaktivieren

Wenn Read-only Mode aktiv ist:

* Aktionen deaktivieren
* Hinweis anzeigen

7. Crypto Manage als echte Action-Flows

Crypto Manage darf nicht nur vorbereitet sein, sondern soll die zentralen Aktionen ausführen können.

Bitte sicherstellen, dass diese Flows funktionieren:

A. Coin hinzufügen

* Coin-Name
* Symbol
* CoinGecko-ID
* Wallet
* Menge
* Datum
* Notiz
* Review
* Bestätigung
* Audit-Log

B. Bestand korrigieren

* Coin/Wallet auswählen oder aus Detailseite vorbefüllt
* aktuelle Menge anzeigen
* neue Menge eingeben
* Differenz anzeigen
* Notiz Pflicht
* Review
* Bestätigung
* manual_adjustment
* Audit-Log

C. Transfer

* Coin
* von Wallet
* zu Wallet
* Menge
* Fee optional
* Datum
* Review
* Bestätigung
* Audit-Log

D. Bestand auf 0 setzen

* Coin/Wallet
* Warnung
* Notiz Pflicht
* Review
* Bestätigung
* auditierte Korrektur
* kein Löschen

E. Audit / Verlauf anzeigen

* für Coin oder Wallet
* zeigt relevante Transaktionen/Audit-Einträge
* ohne technische Rohdaten im User Mode

8. Preise aktualisieren muss funktionieren

Der Button „Preise aktualisieren“ soll eine echte Aktion sein.

Bitte verdrahten:

* nutzt vorhandenen Crypto-Preisupdate-Service/CLI/Provider
* ruft CoinGecko nicht beim normalen Rendern auf, sondern nur bei Klick
* zeigt Spinner/Status
* zeigt Ergebnis:

  * Anzahl aktualisierte Coins
  * Anzahl übersprungen
  * Anzahl Fehler
  * letzter Update-Zeitpunkt
* Fehler/429 sauber anzeigen
* keine echten Werte in Logs/Repo

Wenn aus Sicherheits-/Provider-Gründen nicht möglich:

* Button deaktivieren
* klare Meldung: „Preisupdate aktuell nur über CLI möglich“
* CLI-Befehl anzeigen

9. Report erzeugen muss funktionieren

Der Button „Report erzeugen“ soll echte Reports erzeugen.

Bitte verdrahten:

* erzeugt Crypto-Report aus Runtime-DB
* speichert nur in Runtime-Reports-Ordner
* zeigt Link/Pfad zum Report
* zeigt Format: HTML/PDF
* zeigt Data-Quality-Status
* keine Reports ins Git-Repo

Wenn PDF-Renderer fehlt:

* HTML-Fallback erzeugen
* klar anzeigen

10. Sortierung und Filter

Crypto-Portfolio:

* Coin-Tabelle standardmäßig nach Gesamtwert CHF absteigend sortieren
* Chart „Allokation nach Coin“ von groß nach klein sortieren
* Wallet-Chart von groß nach klein sortieren
* Top-10-Chart sinnvoll sortieren
* Sortierauswahl einbauen:

  * Wert absteigend
  * Wert aufsteigend
  * Name A–Z
  * Anteil
  * Wallet-Anzahl
  * Status
* Filter:

  * Coin suchen
  * Status filtern: aktuell / veraltet / Preis fehlt
  * Wallet filtern

Charts:

* Bei vielen kleinen Positionen optional:

  * Top 10 anzeigen
  * Rest als „Andere“
* Lange Coin-Namen besser lesbar machen.
* Achsen/Labels nicht überladen.
* Wenn Balkendiagra
mm mit vielen Coins: horizontaler Balken statt unlesbare vertikale Labels prüfen.

11. Tabellen weiter entschlacken

User Mode Tabellen sollen maximal 6–8 relevante Spalten zeigen.

Crypto Coin-Tabelle:

* Coin
* Symbol
* Gesamtmenge
* Kurs CHF
* Gesamtwert CHF
* Anteil %
* Wallets
* Status

Wallet Detail:

* Coin
* Symbol
* Menge
* Wert CHF
* Status
* Aktionen

Nicht sichtbar im User Mode:

* _asset_id
* _wallet_id
* notes mit technischen Importtexten
* lange UUIDs
* raw provider fields
* raw timestamps

Wenn IDs intern für Aktionen nötig sind:

* unsichtbar in Session State / Hidden Context halten
* nicht in sichtbaren Tabellen anzeigen

12. Notizen bereinigen

Aktuell erscheinen technische Importnotizen wie:
„productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX“

Das ist für mich im User Mode irrelevant.

Bitte:

* solche technischen Notizen im User Mode ausblenden
* nur menschliche Notizen anzeigen
* technische Importnotizen in Admin/Audit belassen

13. Alerts im Command Center verbessern

Aktuell sieht man immer noch:
„FX-Kurs fehlt für instrument-US9229087690“

Bitte im User Mode keine Instrument-IDs anzeigen.

Besser:
„FX-Kurs fehlt für Vanguard US Total Stock Market ETF (VTI)“

Falls Name/Ticker nicht auflösbar:

* „Unbekanntes Instrument“ plus Details in Admin

Außerdem:

* historische FX-Lücken für Performance nicht als „kritisch“ anzeigen, wenn aktuelle Bewertung möglich ist
* kritische Alerts im Command Center auf Top 3–5 begrenzen
* Rest in Alerts-Seite

14. Watchlist entweder funktional machen oder verstecken

Die Watchlist soll nicht als leere Seite sichtbar sein.

Bitte MVP-Funktion implementieren oder im User Mode ausblenden.

MVP Watchlist-Funktion:

* Item hinzufügen
* Assetklasse: Crypto / Aktie / ETF
* Name
* Symbol/ISIN/CoinGecko-ID optional
* Beobachtungsgrund
* Zielpreis optional
* gewünschte Positionsgröße optional
* Status: Beobachten / Kaufnah / Gekauft / Archiviert
* Notiz
* Aktion: in Portfolio übernehmen, falls später möglich
* Audit-Log oder zumindest gespeicherte Änderung

Wenn das zu groß ist:

* Watchlist aus User Mode entfernen und unter Admin/Coming Soon anzeigen.

15. Reports-Seite funktional machen oder vereinfachen

Reports-Seite soll mindestens:

* Crypto-Report erzeugen
* existierende Reports auflisten
* Report öffnen/downloaden oder Pfad zeigen
* Data-Quality-Status zeigen

Wenn Portfolio-Report noch nicht vorhanden:

* als „kommt später“ deaktiviert anzeigen
* nicht als toter Button

16. Akzeptanzkriterien

Dieser Sprint ist akzeptiert, wenn:

* linke Navigation nicht doppelt/chaotisch ist
* keine leeren Seiten im User Mode sichtbar sind
* keine sichtbaren Fake-Buttons existieren
* Read-only/Edit Mode klar ist
* Coin auswählen → Detail → Aktion funktioniert
* Wallet auswählen → Detail → Aktion funktioniert
* Preise aktualisieren funktioniert oder ist klar deaktiviert mit CLI-Hinweis
* Report erzeugen funktioniert oder klarer Fallback
* Crypto Charts und Listen sind sortiert
* technische IDs im User Mode verschwinden
* technische Importnotizen im User Mode verschwinden
* Alerts zeigen Namen/Ticker statt IDs
* Watchlist ist entweder funktional oder versteckt
* Reports-Seite ist minimal funktional
* Tests grün
* Git-Safety sauber
* Push erfolgreich

17. Tests

Bitte Tests ergänzen für:

* Navigation enthält keine doppelten automatischen Page-Einträge
* User Mode zeigt keine technischen IDs
* User Mode zeigt keine _asset_id / _wallet_id Spalten
* Coin-Auswahl setzt selected coin
* Coin-Detail enthält echte Action-Buttons
* Action-Buttons sind in Read-only Mode disabled
* Edit Mode aktiviert Buttons
* Bestand hinzufügen öffnet/vorbefüllt passenden Flow
* Korrektur-Flow schreibt manual_adjustment mit Audit
* Transfer-Flow schreibt Transfer mit Audit
* Report-Button erzeugt Runtime-Report
* Preisupdate-Button nutzt Provider-Service nur bei Klick
* Sortierung nach Wert absteigend funktioniert
* Charts sind nach Wert sortiert
* Alert-Text löst Instrument-Namen/Ticker auf
* Watchlist-Page ist funktional oder im User Mode versteckt
* Git-Safety bleibt
sauber

Nach Abschluss:

* Compile
* pytest
* Git-Safety
* Commit
* Push

Bitte berichten:

* Navigation repariert: ja/nein
* Fake-Buttons entfernt/verdrahtet: ja/nein
* welche Buttons jetzt funktionieren
* welche Buttons bewusst deaktiviert sind
* Coin-/Wallet-Auswahl funktioniert: ja/nein
* Preisupdate funktioniert: ja/nein
* Report erzeugen funktioniert: ja/nein
* Watchlist Status: funktional oder versteckt
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Grenzen


Explanation:
**Considering necessary actions**

I think I need to take action here and inspect things carefully. I should check if I have the relevant finance skills loaded yet. It seems like I might need a new approach or turn if relevant to the task at hand. I also want to make sure TDD and GitHub are involved, as they might be important. It feels like a little planning is needed before proceeding.


[skill_view] name=finance-system-architecture (38,444 chars)


[skill_view] name=test-driven-development (10,920 chars)


[skill_view] name=github-pr-workflow (11,689 chars)


Explanation:
**Considering subagents for tasks**

I'm thinking about whether I should use subagents since I have multiple tasks at hand. It seems like implementing them could help in managing everything more efficiently. I really want to inspect the structure carefully to ensure everything is set up correctly. There’s a lot to consider, and I want to get this right! It might make things so much smoother if I do it properly.

todo

Inspect Streamlit routing/navigation and current dashboard pages/buttons

Add stabilization tests for navigation, edit-mode buttons, selected position flows, reports/price click actions, sorting and alert names

Implement single navigation/router, hide/fix incomplete pages, read-only/edit-mode controls and no fake buttons

Wire Crypto/Wallet selection to Manage flows and audited action execution; add report/price click handlers or explicit disabled CLI fallback

Improve sorting/filtering, user-mode note/ID cleanup, alert entity resolution

Run compile/tests/Git-safety, commit and push


[todo] updated task list


[search_files] files search for '*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard -> 39 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py from line 1 (5,177 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/navigation.py from line 1 (442 chars)


[search_files] files search for '*report*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance -> 2 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py from line 1 (1,487 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_08_reports.py from line 1 (703 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_report.py from line 1 (416 chars)


[search_files] files search for '*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance -> 50 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py from line 1 (13,121 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_pdf.py from line 1 (631 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py from line 240 (6,411 chars)


Explanation:
**Searching for crypto prices**

I need to get the current cryptocurrency prices, so I think I should use the price command-line interface. I should search for "crypto_prices" if that will help me find the relevant data quickly. There’s a lot of information available, and I want to make sure I’m getting the most accurate and up-to-date prices for the user. Let’s see how this unfolds!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py from line 1 (20,421 chars)


Explanation:
**Considering dashboard improvements**

I'm thinking about how to handle page duplicates in the dashboard. Maybe it's worth looking into the numeric labels because of how Streamlit auto-generates them. I’m wondering if I could remove or move them around, perhaps tweaking the wrappers in the process. It seems like a small adjustment, but it could make a difference in usability. I'll want to read through some documentation to see the best approach!


     1|from __future__ import annotations
     2|
     3|


Explanation:
**Considering file management**

I’m thinking about how empty files trigger pages. Should I remove them? I might use the command `rm` in the terminal. But I want to ensure I'm cautious here since file operations can be risky. Maybe I should do some tests first. It feels necessary to implement a few checks before going ahead. I'll also need to inspect something like FakeStreamlit to see how it all interacts.


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py from line 1 (9,290 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py from line 1 (3,743 chars)


Explanation:
**Considering data organization**

I need data that can be sorted and filtered. It seems like there might be some relevant information hidden in it that I need to inspect further. I’ll want to ensure that I can access all aspects of it clearly so the user can make the most out of it. Making it easier to manage will be my goal, and I want to get this right for them! Let's figure this out together!


     1|from __future__ import annotations
     2|
     3|import json
     4|from decimal import Decimal, InvalidOperation, ROUND_HALF_UP
     5|from pathlib import Path
     6|from sqlite3 import Connection
     7|
     8|from jarvis_finance.config.settings import Settings
     9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings
    10|from jarvis_finance.ledger.cash import calculate_cash_balances
    11|from jarvis_finance.ledger.positions import calculate_positions
    12|from jarvis_finance.market.providers import is_price_stale
    13|
    14|MONEY = Decimal("0.01")
    15|
    16|
    17|def d(value: object, default: str = "0") -> Decimal:
    18|    if value is None or str(value).strip() == "":
    19|        return Decimal(default)
    20|    try:
    21|        return Decimal(str(value))
    22|    except InvalidOperation:
    23|        return Decimal(default)
    24|
    25|
    26|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:
    27|    if value is None:
    28|        return ""
    29|    value = d(value)
    30|    if places:
    31|        value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)
    32|    return format(value, "f")
    33|
    34|
    35|def grouped_number(value: Decimal | int | str, places: str = "0.01") -> str:
    36|    text = dec_text(value, places)
    37|    whole, _, frac = text.partition(".")
    38|    sign = "-" if whole.startswith("-") else ""
    39|    whole = whole.lstrip("-")
    40|    groups: list[str] = []
    41|    while whole:
    42|        groups.append(whole[-3:])
    43|        whole = whole[:-3]
    44|    grouped = "'".join(reversed(groups)) if groups else "0"
    45|    return f"{sign}{grouped}{('.' + frac) if frac else ''}"
    46|
    47|
    48|def chf_text(value: Decimal | int | str | None) -> str:
    49|    if value is None:
    50|        return "nicht bewertet"
    51|    return f"CHF {grouped_number(value)}"
    52|
    53|
    54|def date_text(value: str | None) -> str:
    55|    if not value:
    56|        return ""
    57|    raw = str(value)
    58|    if "T" in raw:
    59|        return raw.split("T", 1)[0]
    60|    return raw[:10]
    61|
    62|
    63|def money_text(value: Decimal | None, currency: str = "CHF") -> str:
    64|    if currency.upper() == "CHF":
    65|        return chf_text(value)
    66|    if value is None:
    67|        return f"n/a {currency}"
    68|    return f"{dec_text(value, '0.01')} {currency}"
    69|
    70|
    71|STATUS_LABELS = {
    72|    "missing_market_price": "Preis fehlt",
    73|    "missing_provider_symbol": "Mapping fehlt",
    74|    "missing_fx": "FX-Kurs fehlt",
    75|    "cost_basis_uncertain": "Einstand unvollständig",
    76|    "snapshot_only": "Snapshot-only",
    77|    "fresh": "Aktuell",
    78|    "stale": "Veraltet",
    79|    "missing": "Preis fehlt",
    80|    "unknown": "Ungeklärt",
    81|    "mapped": "Zugeordnet",
    82|    "confirmed": "Bestätigt",
    83|    "user_confirmed": "Bestätigt",
    84|    "ok": "Aktuell",
    85|    "warning": "Prüfen",
    86|    "critical": "Kritisch",
    87|    "kritisch": "Kritisch",
    88|    "warnung": "Wichtig",
    89|    "info": "Info",
    90|    "active": "Aktiv",
    91|    "inactive": "Inaktiv",
    92|    "verified": "Verifiziert",
    93|}
    94|
    95|
    96|def translate_status(status: str | None) -> str:
    97|    if not status:
    98|        return "Ungeklärt"
    99|    return STATUS_LABELS.get(str(status), str(status).replace("_", " ").capitalize())
   100|
   101|
   102|def visible_user_columns(row: dict[str, str]) -> list[str]:
   103|    hidden = {"asset_id", "wallet_id", "instrument_id", "entity_id", "rule_id", "source_id", "provider_symbol_status", "hedge_status", "dedup_key", "fingerprint", "raw_json"}
   104|    return [k for k in row if not k.startswith("_") and k not in hidden]
   105|
   106|
   107|def percent_text(value: Decimal | None) -> str:
   108|    if value is None:
   109|        return ""
   110|    return f"{dec_text(value, '0.01')}%"
   111|
   112|
   113|def price_status(price: dict[str, str] | None) -> str:
   114|    if not price:
   115|        return "missing"
   116|    return price.get("quality_status") or "missing"
   117|
   118|
   119|def _latest_price_time(conn: Connection, *, currency: str = "CHF") -> str:
   120|    row = conn.execute(
   121|        """
   122|        SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts
   123|        FROM crypto_prices WHERE price_currency=?
   124|        """,
   125|        (currency.upper(),),
   126|    ).fetchone()
   127|    return row["ts"] if row and row["ts"] else ""
   128|
   129|
   130|def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:
   131|    holdings = calculate_crypto_holdings(conn)
   132|    rows: list[dict[str, object]] = []
   133|    for asset_id, holding in sorted(holdings.total_by_asset.items()):
   134|        asset = conn.execute("SELECT * FROM crypto_assets WHERE asset_id=?", (asset_id,)).fetchone()
   135|        if not asset:
   136|            continue
   137|        price = latest_crypto_price(conn, asset_id, "CHF", max_age_seconds=price_max_age_seconds)
   138|        price_dec = d(price["price"]) if price and price["price"] else None
   139|        value = holding.quantity * price_dec if price_dec is not None else None
   140|        wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}
   141|        rows.append({
   142|            "asset_id": asset_id,
   143|            "coin": asset["coin_name"],
   144|            "symbol": asset["symbol"],
   145|            "coingecko_id": asset["coingecko_id"] or "",
   146|            "quantity": holding.quantity,
   147|            "price": price_dec,
   148|            "value": value,
   149|            "wallet_count": len(wallets),
   150|            "price_status": price_status(price),
   151|            "last_price_update": (price["provider_timestamp"] or price["fetched_at"]) if price else "",
   152|        })
   153|    return rows
   154|
   155|
   156|def rowdicts(rows) -> list[dict[str, str]]:
   157|    return [{k: ("" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]
   158|
   159|
   160|def db_exists(path: str | Path) -> bool:
   161|    return Path(path).expanduser().exists()
   162|
   163|
   164|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:
   165|    try:
   166|        settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())
   167|        return False
   168|    except ValueError:
   169|        return True
   170|
   171|
   172|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = "CHF", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:
   173|    row = conn.execute(
   174|        """
   175|        SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider
   176|        FROM crypto_prices
   177|        WHERE asset_id=? AND price_currency=?
   178|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1
   179|        """,
   180|        (asset_id, currency.upper()),
   181|    ).fetchone()
   182|    if not row:
   183|        return None
   184|    item = dict(row)
   185|    ts = item.get("provider_timestamp") or item.get("fetched_at")
   186|    if item.get("quality_status") == "fresh" and is_price_stale(ts, max_age_seconds=max_age_seconds):
   187|        item["quality_status"] = "stale"
   188|    return item
   189|
   190|
   191|def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:
   192|    rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)
   193|    holdings = calculate_crypto_holdings(conn)
   194|    total_value = sum((r["value"] for r in rows if r["value"] is not None), Decimal("0"))
   195|    missing = sum(1 for r in rows if r["price_status"] == "missing")
   196|    stale = sum(1 for r in rows if r["price_status"] == "stale")
   197|    wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}
   198|    status = "ok" if missing == 0 and stale == 0 else ("warning" if missing or stale else "ok")
   199|    return {
   200|        "total_value_chf": dec_text(total_value),
   201|        "coin_count": str(len(rows)),
   202|        "wallets_with_holdings": str(len(wallets_with_holdings)),
   203|        "holding_count": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),
   204|        "coins_without_price": str(missing),
   205|        "stale_price_count": str(stale),
   206|        "last_price_update_at": _latest_price_time(conn),
   207|        "data_quality_status": status,
   208|    }
   209|
   210|
   211|def get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
   212|    raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)
   213|    total = sum((r["value"] for r in raw if r["value"] is not None), Decimal("0"))
   214|    out: list[dict[str, str]] = []
   215|    for r in sorted(raw, key=lambda item: item["value"] or Decimal("-1"), reverse=True):
   216|        value = r["value"]
   217|        share = ((value / total) * Decimal("100")) if value is not None and total else None
   218|        item = {
   219|            "coin": str(r["coin"]),
   220|            "symbol": str(r["symbol"]),
   221|            "gesamtmenge": dec_text(r["quantity"]),
   222|            "kurs_chf": chf_text(r["price"]) if r["price"] is not None else "nicht bewertet",
   223|            "gesamtwert_chf": chf_text(value) if value is not None else "nicht bewertet",
   224|            "anteil": percent_text(share),
   225|            "wallets": str(r["wallet_count"]),
   226|            "status": translate_status(str(r["price_status"])),
   227|            "_sort_value_chf": dec_text(value or Decimal("0"), "0.01"),
   228|            "_last_price_update": date_text(str(r["last_price_update"])),
   229|            "_asset_id": str(r["asset_id"]),
   230|        }
   231|        if admin_mode:
   232|            item.update({"asset_id": str(r["asset_id"]), "coingecko_id": str(r["coingecko_id"]), "price_status": str(r["price_status"]), "last_price_update": str(r["last_price_update"])})
   233|        out.append(item)
   234|    return out
   235|
   236|
   237|def get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:
   238|    holdings = calculate_crypto_holdings(conn)
   239|    price = latest_crypto_price(conn, asset_id, "CHF", max_age_seconds=price_max_age_seconds)
   240|    price_dec = d(price["price"]) if price and price["price"] else None
   241|    total_qty = sum((h.quantity for (wid, aid), h in holdings.wallet_holdings.items() if aid == asset_id), Decimal("0"))
   242|    rows: list[dict[str, str]] = []
   243|    for (wallet_id, aid), holding in sorted(holdings.wallet_holdings.items()):
   244|        if aid != asset_id or holding.quantity == 0:
   245|            continue
   246|        wallet = conn.execute("SELECT wallet_name, wallet_type, platform_provider, notes FROM crypto_wallets WHERE wallet_id=?", (wallet_id,)).fetchone()
   247|        value = holding.quantity * price_dec if price_dec is not None else None
   248|        share = (holding.quantity / total_qty * Decimal("100")) if total_qty else None
   249|        item = {
   250|            "wallet": wallet["wallet_name"] if wallet else wallet_id,
   251|            "typ": wallet["wallet_type"] if wallet else "",
   252|            "menge": dec_text(holding.quantity),
   253|            "wert_chf": chf_text(value) if value is not None else "nicht bewertet",
   254|            "anteil": percent_text(share),
   255|            "letzte_verifikation": date_text(holding.last_verified_at),
   256|            "status": translate_status(holding.verification_status),
   257|            "notiz": wallet["notes"] if wallet and wallet["notes"] else "",
   258|            "_wallet_id": wallet_id,
   259|            "_asset_id": asset_id,
   260|        }
   261|        if admin_mode:
   262|            item.update({"wallet_id": wallet_id, "asset_id": asset_id})
   263|        rows.append(item)
   264|    return rows
   265|
   266|
   267|def get_wallet_overview_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:
   268|    rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)
   269|    total_value = sum((d(r["_numeric_value_chf"]) for r in rows), Decimal("0"))
   270|    missing_verification = sum(1 for r in rows if not r.get("last_verified_at"))
   271|    return {"wallet_count": str(len(rows)), "total_value_chf": dec_text(total_value), "wallets_missing_verification": str(missing_verification)}
   272|
   273|
   274|def get_wallet_user_overview(conn: Connection, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:
   275|    holdings = calculate_crypto_holdings(conn)
   276|    rows: list[dict[str, str]] = []
   277|    for wallet in conn.execute("SELECT * FROM crypto_wallets ORDER BY wallet_name").fetchall():
   278|        value = Decimal("0")
   279|        has_missing_price = False
   280|        coins: set[str] = set()
   281|        for (wallet_id, asset_id), holding in holdings.wallet_holdings.items():
   282|            if wallet_id != wallet["wallet_id"] or holding.quantity == 0:
   283|                continue
   284|            coins.add(asset_id)
   285|            price = latest_crypto_price(conn, asset_id, "CHF", max_age_seconds=price_max_age_seconds)
   286|            if price and price.get("price"):
   287|                value += holding.quantity * d(price["price"])
   288|            else:
   289|                has_missing_price = True
   290|        item = {
   291|            "wallet_name": wallet["wallet_name"],
   292|            "wallet_type": wallet["wallet_type"],
   293|            "provider": wallet["platform_provider"] or "",
   294|            "total_value_chf": chf_text(value) if not has_missing_price else f"{chf_text(value)} + unbewertet",
   295|            "coin_count": str(len(coins)),
   296|            "last_verified_at": date_text(wallet["last_verified_at"]),
   297|            "status": translate_status("active" if int(wallet["is_active"] or 0) else "inactive"),
   298|            "actions": "Öffnen · Coin hinzufügen · Korrigieren · Transfer",
   299|            "_numeric_value_chf": dec_text(value, "0.01"),
   300|            "_wallet_id": wallet["wallet_id"],
   301|        }
   302|        if admin_mode:
   303|            item["wallet_id"] = wallet["wallet_id"]
   304|        rows.append(item)
   305|    return rows
   306|
   307|
   308|def get_wallet_coin_details(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:
   309|    holdings = calculate_crypto_holdings(conn)
   310|    rows: list[dict[str, str]] = []
   311|    for (wid, asset_id), holding in sorted(holdings.wallet_holdings.items()):
   312|        if wid != wallet_id or holding.quantity == 0:
   313|            continue
   314|        asset = conn.execute("SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?", (asset_id,)).fetchone()
   315|        price = latest_crypto_price(conn, asset_id, "CHF", max_age_seconds=price_max_age_seconds)
   316|        price_dec = d(price["price"]) if price and price["price"] else None
   317|        value = holding.quantity * price_dec if price_dec is not None else None
   318|        item = {
   319|            "coin": asset["coin_name"] if asset else asset_id,
   320|            "symbol": asset["symbol"] if asset else "",
   321|            "menge": dec_text(holding.quantity),
   322|            "wert_chf": chf_text(value) if value is not None else "nicht bewertet",
   323|            "status": translate_status(price_status(price)),
   324|            "actions": "Bestand korrigieren · Transfer aus Wallet · Audit anzeigen",
   325|            "_asset_id": asset_id,
   326|            "_wallet_id": wallet_id,
   327|        }
   328|        if admin_mode:
   329|            item.update({"asset_id": asset_id, "wallet_id": wallet_id})
   330|        rows.append(item)
   331|    return rows
   332|
   333|
   334|def get_crypto_coin_allocation_chart(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
   335|    rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)
   336|    out = []
   337|    for r in sorted(rows, key=lambda item: item["value"] or Decimal("-1"), reverse=True):
   338|        if r["value"] is not None:
   339|            out.append({"label": str(r["coin"]), "value_chf": dec_text(r["value"], "0.01")})
   340|    return out
   341|
   342|
   343|def get_crypto_wallet_allocation_chart(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
   344|    rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)
   345|    out = []
   346|    for row in rows:
   347|        value = row["_numeric_value_chf"]
   348|        if d(value) > 0:
   349|            out.append({"label": row["wallet_name"], "value_chf": dec_text(value, "0.01")})
   350|    return sorted(out, key=lambda item: d(item["value_chf"]), reverse=True)
   351|
   352|
   353|def get_crypto_coin_detail(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400) -> dict[str, object]:
   354|    row = next((r for r in _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds) if r["asset_id"] == asset_id), None)
   355|    if not row:
   356|        return {}
   357|    all_value = sum((r["value"] for r in _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds) if r["value"] is not None), Decimal("0"))
   358|    value = row["value"]
   359|    share = (value / all_value * Decimal("100")) if value is not None and all_value else None
   360|    return {
   361|        "coin": str(row["coin"]),
   362|        "symbol": str(row["symbol"]),
   363|        "gesamtmenge": dec_text(row["quantity"]),
   364|        "gesamtwert_chf": chf_text(value) if value is not None else "nicht bewertet",
   365|        "kurs_chf": chf_text(row["price"]) if row["price"] is not None else "nicht bewertet",
   366|        "anteil": percent_text(share),
   367|        "preisstatus": translate_status(str(row["price_status"])),
   368|        "letzte_preisaktualisierung": date_text(str(row["last_price_update"])),
   369|        "wallets": get_crypto_coin_wallet_details(conn, asset_id, price_max_age_seconds=price_max_age_seconds),
   370|        "actions": ["Bestand hinzufügen", "Bestand korrigieren", "Transfer", "Bestand auf 0 setzen", "Audit / Verlauf anzeigen"],
   371|    }
   372|
   373|
   374|def get_wallet_detail(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400) -> dict[str, object]:
   375|    wallet = next((w for w in get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds, admin_mode=True) if w.get("wallet_id") == wallet_id), None)
   376|    if not wallet:
   377|        return {}
   378|    return {
   379|        "wallet_name": wallet["wallet_name"],
   380|        "typ": wallet["wallet_type"],
   381|        "provider": wallet["provider"],
   382|        "gesamtwert_chf": wallet["total_value_chf"],
   383|        "coins": get_wallet_coin_details(conn, wallet_id, price_max_age_seconds=price_max_age_seconds),
   384|        "letzte_verifikation": wallet["last_verified_at"],
   385|        "notizen": wallet.get("notes", ""),
   386|        "status": wallet["status"],
   387|        "actions": ["Coin in Wallet hinzufügen", "Bestand korrigieren", "Transfer aus Wallet", "Wallet verifizieren", "Wallet bearbeiten", "Wallet deaktivieren"],
   388|    }
   389|
   390|
   391|def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
   392|    holdings = calculate_crypto_holdings(conn)
   393|    rows: list[dict[str, str]] = []
   394|    for asset_id, holding in sorted(holdings.total_by_asset.items()):
   395|        qty = holding.quantity
   396|        asset = conn.execute("SELECT * FROM crypto_assets WHERE asset_id=?", (asset_id,)).fetchone()
   397|        if not asset:
   398|            continue
   399|        price = latest_crypto_price(conn, asset_id, "CHF", max_age_seconds=price_max_age_seconds)
   400|        price_dec = d(price["price"]) if price and price["price"] else None
   401|        value = qty * price_dec if price_dec is not None else None
   402|        rows.append({
   403|            "asset_id": asset_id,
   404|            "coin_name": asset["coin_name"],
   405|            "symbol": asset["symbol"],
   406|            "coingecko_id": asset["coingecko_id"] or "",
   407|            "quantity": dec_text(qty),
   408|            "latest_price_chf": dec_text(price_dec, "0.01") if price_dec is not None else "",
   409|            "market_value_chf": dec_text(value, "0.01") if value is not None else "",
   410|            "price_quality": price["quality_status"] if price else "missing",
   411|            "fetched_at": price["fetched_at"] if price else "",
   412|        })
   413|    return rows
   414|
   415|
   416|def get_crypto_by_wallet(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
   417|    holdings = calculate_crypto_holdings(conn)
   418|    rows: list[dict[str, str]] = []
   419|    for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):
   420|        wallet = conn.execute("SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?", (wallet_id,)).fetchone()
   421|

Use offset=421 to continue reading (showing 1-420 of 951 lines)


Explanation:
**Focusing on data management**

I need to concentrate on organizing the data by adding sorting and filtering capabilities. There might be some technical notes that'll need to stay hidden. I'm also thinking about generating reports. It’s crucial to implement an effective alert resolution system while inspecting schemas. Each step seems important to keep everything streamlined, ensuring that I can manage the information seamlessly. I’ve got my work cut out for me, but I’m on it!

CREATE TABLE IF NOT EXISTS instruments|CREATE TABLE IF NOT EXISTS alerts|watchlist|reports


     1|INITIAL_SCHEMA_SQL = "\nCREATE TABLE IF NOT EXISTS schema_migrations (\n    version INTEGER PRIMARY KEY,\n    name TEXT NOT NULL,\n    applied_at TEXT NOT NULL,\n    checksum TEXT NOT NULL\n);\n\nCREATE TABLE IF NOT EXISTS platforms (\n    platform_id TEXT PRIMARY KEY,\n    name TEXT NOT NULL UNIQUE,\n    platform_type TEXT NOT NULL,\n    country TEXT,\n    default_currency TEXT NOT NULL DEFAULT 'CHF',\n    is_active INTEGER NOT NULL DEFAULT 1,\n    notes TEXT,\n    created_at TEXT NOT NULL,\n    updated_at TEXT\n);\n\nCREATE TABLE IF NOT EXISTS accounts (\n    account_id TEXT PRIMARY KEY,\n    platform_id TEXT NOT NULL REFERENCES platforms(platform_id),\n    account_name TEXT NOT NULL,\n    account_type TEXT NOT NULL,\n    currency TEXT NOT NULL DEFAULT 'CHF',\n    performance_included INTEGER NOT NULL DEFAULT 1,\n    is_health_reserve INTEGER NOT NULL DEFAULT 0,\n    target_cash_min_chf NUMERIC,\n    target_cash_max_chf NUMERIC,\n    is_active INTEGER NOT NULL DEFAULT 1,\n    notes TEXT,\n    created_at TEXT NOT NULL,\n    updated_at TEXT,\n    UNIQUE(platform_id, account_name)\n);\n\nCREATE TABLE IF NOT EXISTS instruments (\n    instrument_id TEXT PRIMARY KEY,\n    asset_class TEXT NOT NULL,\n    name TEXT NOT NULL,\n    ticker TEXT,\n    isin TEXT,\n    exchange TEXT,\n    currency TEXT NOT NULL,\n    country TEXT,\n    sector TEXT,\n    industry TEXT,\n    provider_symbol TEXT,\n    data_provider_primary TEXT,\n    position_category TEXT,\n    ter TEXT,\n    distribution_policy TEXT,\n    index_name TEXT,\n    fund_domicile TEXT,\n    benchmark TEXT,\n    data_provider_fallback TEXT,\n    is_active INTEGER NOT NULL DEFAULT 1,\n    notes TEXT,\n    created_at TEXT NOT NULL,\n    updated_at TEXT\n);\n\nCREATE TABLE IF NOT EXISTS transactions (\n    transaction_id TEXT PRIMARY KEY,\n    transaction_type TEXT NOT NULL,\n    account_id TEXT NOT NULL REFERENCES accounts(account_id),\n    instrument_id TEXT REFERENCES instruments(instrument_id),\n    trade_date TEXT N... [truncated]
     2|
     3|REQUIRED_TABLES = [
     4|    "schema_migrations", "platforms", "accounts", "instruments", "transactions",
     5|    "positions_snapshot", "cash_balances", "fx_rates", "market_prices",
     6|    "crypto_wallets", "crypto_assets", "crypto_holdings", "crypto_transactions",
     7|    "crypto_prices", "watchlist", "reports", "alerts", "audit_log",
     8|    "import_sessions", "decision_journal", "instrument_mappings",
     9|    "platform_account_mappings", "broker_import_dry_runs",
    10|]
    11|


Explanation:
**Planning SQLite Tests**

I’m considering using SQLite pragma commands, but I need to keep it in mind for later. Right now, my focus should be on writing stabilization tests to ensure everything runs smoothly. It's essential to make sure the database functions as expected. So, I’ll prioritize organizing my testing process before diving deeper into utilizing SQLite pragma. Let’s get those tests going to maintain stability!

from __future__ import annotations

from decimal import Decimal
from pathlib import Path

from jarvis_finance.config.settings import RuntimePaths, Settings
from jarvis_finance.crypto.manage import adjust_crypto_position, transfer_crypto_position
from jarvis_finance.dashboard import data as dashboard_data
from jarvis_finance.dashboard import main as dashboard_main
from jarvis_finance.dashboard.pages import page_04_crypto, page_05_wallets, page_08_reports
from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report
from tests.unit.test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn

def test_auto_streamlit_page_stubs_are_not_present() -> None:
    pages_dir = Path("src/jarvis_finance/dashboard/pages")
    numeric_pages = sorted(p.name for p in pages_dir.glob("[0-9][0-9]_*.py"))
    assert numeric_pages == []
    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Portfolio", "Crypto", "Wallets", "Equities/ETFs", "Reports"]
    assert all(not title.lower().startswith("page ") for title in dashboard_main.get_user_navigation_titles())

def test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables() -> None:
    conn = setup_multi_wallet_crypto_conn()
    st = FakeStreamlit()
    st.session_state["jarvis_edit_mode"] = False
    page_04_crypto.render(st, conn)
    action_buttons = [kwargs for name, args, kwargs in st.calls if name == "button" and args and args[0] == "Bestand hinzufügen"]
    assert action_buttons and action_buttons[0].get("disabled") is True
    assert any("Bearbeiten aktivieren" in str(args[0]) for name, args, _ in st.calls if name in {"info", "caption", "warning"} and args)

    st2 = FakeStreamlit()
    st2.session_state["jarvis_edit_mode"] = True
    page_04_crypto.render(st2, conn)
    action_buttons2 = [kwargs for name, args, kwargs in st2.calls if name == "button" and args and args[0] == "Bestand hinzufügen"]
    assert action_buttons2 and action_buttons2[0].get("disabled") is False

    st3 = FakeStreamlit()
    st3.session_state["jarvis_edit_mode"] = False
    page_05_wallets.render(st3, conn)
    wallet_buttons = [kwargs for name, args, kwargs in st3.calls if name == "button" and args and args[0] == "Coin in Wallet hinzufügen"]
    assert wallet_buttons and wallet_buttons[0].get("disabled") is True

def test_crypto_selection_is_saved_and_actions_prefill_manage_context() -> None:
    conn = setup_multi_wallet_crypto_conn()
    st = FakeStreamlit(button_presses={"Bestand korrigieren"})
    st.session_state["jarvis_edit_mode"] = True
    page_04_crypto.render(st, conn)
    assert st.session_state["selected_crypto_asset_id"]
    assert st.session_state["crypto_manage_action"] == "Bestand korrigieren"
    assert st.session_state["crypto_manage_asset_id"] == st.session_state["selected_crypto_asset_id"]

def test_correction_and_transfer_flows_write_audit_events() -> None:
    conn = setup_multi_wallet_crypto_conn()
    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row["symbol"] == "ETH")
    wallets = dashboard_data.get_crypto_coin_wallet_details(conn, eth["_asset_id"])
    adjust = adjust_crypto_position(
        conn,
        asset_id=eth["_asset_id"],
        wallet_id=wallets[0]["_wallet_id"],
        new_quantity_text="2.5",
        effective_date="2026-02-02",
        note="manual review correction",
        confirm=True,
    )
    assert adjust.transaction_id
    transfer = transfer_crypto_position(
        conn,
        asset_id=eth["_asset_id"],
        from_wallet_id=wallets[0]["_wallet_id"],
        to_wallet_id=wallets[1]["_wallet_id"],
        quantity_text="0.5",
        fee_quantity_text="0",
        effective_date="2026-02-03",
        note="rebalance wallets",
        confirm=True,
    )
    assert transfer.transaction_id
    audit_actions = {r["action"] for r in dashboard_data.get_audit_events(conn, limit=20)}
    assert "crypto_manual_adjustment" in audit_actions
    assert "crypto_transfer" in audit_actions

def test_report_button_generates_runtime_report(tmp_path: Path) -> None:
    conn = setup_multi_wallet_crypto_conn()
    settings = Settings(
        runtime_dir=tmp_path,
        db_path=tmp_path / "finance.db",
        base_currency="CHF",
        runtime_paths=RuntimePaths.from_base(tmp_path),
    )
    result = export_crypto_inventory_report(conn, settings=settings, preferred_format="html", renderer=None)
    assert Path(result["file_path"]).exists()
    assert str(result["file_path"]).startswith(str(tmp_path))
    assert result["format"] == "html"

def test_reports_page_has_real_crypto_report_action_not_dead_button(tmp_path: Path) -> None:
    conn = setup_multi_wallet_crypto_conn()
    st = FakeStreamlit(button_presses={"Crypto-Report erzeugen"})
    st.session_state["jarvis_reports_runtime_dir"] = str(tmp_path)
    page_08_reports.render(st, conn)
    assert any(name == "success" for name, _args, _kwargs in st.calls)
    assert conn.execute("SELECT COUNT(*) AS c FROM reports").fetchone()["c"] == 1

def test_crypto_sort_filter_and_chart_order() -> None:
    conn = setup_multi_wallet_crypto_conn()
    rows = dashboard_data.get_crypto_coin_summary(conn, sort_by="Wert absteigend")
    values = [Decimal(row["_sort_value_chf"]) for row in rows]
    assert values == sorted(values, reverse=True)
    assert [row["label"] for row in dashboard_data.get_crypto_coin_allocation_chart(conn)] == ["Ethereum", "Bitcoin"]
    assert dashboard_data.get_crypto_coin_summary(conn, search="bit")[0]["symbol"] == "BTC"
    assert all(row["status"] == "Aktuell" for row in dashboard_data.get_crypto_coin_summary(conn, status_filter="Aktuell", price_max_age_seconds=999999999))

def test_user_mode_hides_internal_ids_and_import_notes() -> None:
    conn = setup_multi_wallet_crypto_conn()
    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row["symbol"] == "ETH")
    conn.execute("UPDATE crypto_wallets SET notes=?", ("productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX",))
    detail = dashboard_data.get_crypto_coin_wallet_details(conn, eth["_asset_id"])
    assert "notiz" not in detail[0] or detail[0]["notiz"] == ""
    visible = dashboard_data.visible_user_columns(detail[0])
    assert "_asset_id" not in visible and "_wallet_id" not in visible

def test_alert_text_resolves_instrument_name_and_ticker() -> None:
    conn = setup_multi_wallet_crypto_conn()
    conn.execute(
        "INSERT INTO instruments(instrument_id, asset_class, name, ticker, isin, currency, created_at) VALUES ('instrument-US9229087690','etf','Vanguard US Total Stock Market ETF','VTI','US9229087690','USD','now')"
    )
    conn.execute(
        "INSERT INTO alerts(alert_id, priority, category, entity_type, entity_id, rule_id, message, status, created_at, last_seen_at, occurrence_count, dedup_key, fingerprint) VALUES ('a1','warnung','fx','instrument','instrument-US9229087690','missing_fx','missing_fx','active','now','now',1,'d','f')"
    )
    card = dashboard_data.get_alert_cards(conn, limit=1)[0]
    assert "Vanguard US Total Stock Market ETF (VTI)" in card["title"]
    assert "instrument-US" not in card["title"]

def test_watchlist_hidden_from_user_mode_until_functional() -> None:
    assert "Watchlist" not in dashboard_main.get_user_navigation_titles()


terminal

PYTHONPATH=src pytest -q tests/unit/test_dashboard_functional_ux_stabilization.py -q


Output:
==================================== ERRORS ====================================
__ ERROR collecting tests/unit/test_dashboard_functional_ux_stabilization.py ___
ImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py'.
Hint: make sure your test modules/packages have valid Python names.
Traceback:
../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
tests/unit/test_dashboard_functional_ux_stabilization.py:12: in <module>
    from tests.unit.test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn
E   ModuleNotFoundError: No module named 'tests.unit'
=========================== short test summary info ============================
ERROR tests/unit/test_dashboard_functional_ux_stabilization.py
!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!


Explanation:
**Troubleshooting imports**

I'm facing an issue with importing tests as a package. I need to figure out if I should copy helpers or import them via test_dashboard_ux_sprint2. I'm also wondering if Pytest adds the directory automatically. It might be helpful to use "from test_dashboard..." in my approach. I feel like I'm on the right track, but I need to sort out these import issues to proceed effectively.

patch

from tests.unit.test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn

from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py
@@ -9,7 +9,7 @@
 from jarvis_finance.dashboard import main as dashboard_main
 from jarvis_finance.dashboard.pages import page_04_crypto, page_05_wallets, page_08_reports
 from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report
-from tests.unit.test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn
+from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn

 def test_auto_streamlit_page_stubs_are_not_present() -> None:


terminal

{"output": "FFF.FFFFFF                                                               [100%]\n=================================== FAILURES ===================================\n________________ test_auto_streamlit_page_stubs_are_not_present ________________\n\n    def test_auto_streamlit_page_stubs_are_not_present() -> None:\n        pages_dir = Path(\"src/jarvis_finance/dashboard/pages\")\n        numeric_pages = sorted(p.name for p in pages_dir.glob(\"[0-9][0-9]_*.py\"))\n>       assert numeric_pages == []\nE       AssertionError: assert ['00_command_...lets.py', ...] == []\nE         \nE         Left contains 12 more items, first extra item: '00_command_center.py'\nE         Use -v to get more diff\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:18: AssertionError\n_ test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables _\n\n    def test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables() -> None:\n        conn = setup_multi_wallet_crypto_conn()\n        st = FakeStreamlit()\n        st.session_state[\"jarvis_edit_mode\"] = False\n        page_04_crypto.render(st, conn)\n        action_buttons = [kwargs for name, args, kwargs in st.calls if name == \"button\" and args and args[0] == \"Bestand hinzufügen\"]\n>       assert action_buttons and action_buttons[0].get(\"disabled\") is True\nE       AssertionError: assert ([{}] and None is True)\nE        +  where None = <built-in method get of dict object at 0x739918e3dac0>('disabled')\nE        +    where <built-in method get of dict object at 0x739918e3dac0> = {}.get\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:29: AssertionError\n______ test_crypto_selection_is_saved_and_actions_prefill_manage_context _______\n\n    def test_crypto_selection_is_saved_and_actions_prefill_manage_context() -> None:\n        conn = setup_multi_wallet_crypto_conn()\n>       st = FakeStreamlit(button_presses={\"Bestand korrigieren\"})\n             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\nE       TypeError: FakeStreamlit.__init__() got an unexpected keyword argument 'button_presses'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:47: TypeError\n_________________ test_report_button_generates_runtime_report __________________\n\ntmp_path = PosixPath('/tmp/pytest-of-agent/pytest-108/test_report_button_generates_r0')\n\n    def test_report_button_generates_runtime_report(tmp_path: Path) -> None:\n        conn = setup_multi_wallet_crypto_conn()\n>       settings = Settings(\n            runtime_dir=tmp_path,\n            db_path=tmp_path / \"finance.db\",\n            base_currency=\"CHF\",\n            runtime_paths=RuntimePaths.from_base(tmp_path),\n        )\nE       TypeError: Settings.__init__() got an unexpected keyword argument 'runtime_dir'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:88: TypeError\n_______ test_reports_page_has_real_crypto_report_action_not_dead_button ________\n\ntmp_path = PosixPath('/tmp/pytest-of-agent/pytest-108/test_reports_page_has_real_cry0')\n\n    def test_reports_page_has_real_crypto_report_action_not_dead_button(tmp_path: Path) -> None:\n        conn = setup_multi_wallet_crypto_conn()\n>       st = FakeStreamlit(button_presses={\"Crypto-Report erzeugen\"})\n             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\nE       TypeError: FakeStreamlit.__init__() got an unexpected keyword argument 'button_presses'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:102: TypeError\n___________________ test_crypto_sort_filter_and_chart_order ____________________\n\n    def test_crypto_sort_filter_and_chart_order() -> None:\n        conn = setup_multi_wallet_crypto_conn()\n>       rows = dashboard_data.get_crypto_coin_summary(conn, sort_by=\"Wert absteigend\")\n               ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\nE       TypeError: get_crypto_coin_summary() got an unexpected keyword argument 'sort_by'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:111: TypeError\n______________ test_user_mode_hides_internal_ids_and_import_notes ______________\n\n    def test_user_mode_hides_internal_ids_and_import_notes() -> None:\n        conn = setup_multi_wallet_crypto_conn()\n        eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\"symbol\"] == \"ETH\")\n        conn.execute(\"UPDATE crypto_wallets SET notes=?\", (\"productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX\",))\n        detail = dashboard_data.get_crypto_coin_wallet_details(conn, eth[\"_asset_id\"])\n>       assert \"notiz\" not in detail[0] or detail[0][\"notiz\"] == \"\"\nE       AssertionError: assert ('notiz' not in {'_asset_id': 'cryptoasset_b45590d11f42f55b673bf50f', '_wallet_id': 'wallet_0fe3b33aa80f1fddb71d6f56', 'anteil': '50.00%', 'letzte_verifikation': '2026-01-31', ...} or 'productive i...ess from XLSX' == ''\nE         \nE         + productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX)\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:124: AssertionError\n_____________ test_alert_text_resolves_instrument_name_and_ticker ______________\n\n    def test_alert_text_resolves_instrument_name_and_ticker() -> None:\n        conn = setup_multi_wallet_crypto_conn()\n        conn.execute(\n            \"INSERT INTO instruments(instrument_id, asset_class, name, ticker, isin, currency, created_at) VALUES ('instrument-US9229087690','etf','Vanguard US Total Stock Market ETF','VTI','US9229087690','USD','now')\"\n        )\n        conn.execute(\n            \"INSERT INTO alerts(alert_id, priority, category, entity_type, entity_id, rule_id, message, status, created_at, last_seen_at, occurrence_count, dedup_key, fingerprint) VALUES ('a1','warnung','fx','instrument','instrument-US9229087690','missing_fx','missing_fx','active','now','now',1,'d','f')\"\n        )\n        card = dashboard_data.get_alert_cards(conn, limit=1)[0]\n>       assert \"Vanguard US Total Stock Market ETF (VTI)\" in card[\"title\"]\nE       AssertionError: assert 'Vanguard US Total Stock Market ETF (VTI)' in 'FX-Kurs fehlt für instrument-US9229087690'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:138: AssertionError\n____________ test_watchlist_hidden_from_user_mode_until_functional _____________\n\n    def test_watchlist_hidden_from_user_mode_until_functional() -> None:\n>       assert \"Watchlist\" not in dashboard_main.get_user_navigation_titles()\n                                  ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\nE       AttributeError: module 'jarvis_finance.dashboard.main' has no attribute 'get_user_navigation_titles'\n\ntests/unit/test_dashboard_functional_ux_stabilization.py:143: AttributeError\n=========================== short test summary info ============================\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_auto_streamlit_page_stubs_are_not_present\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_crypto_selection_is_saved_and_actions_prefill_manage_context\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_report_button_generates_runtime_report\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_reports_page_has_real_crypto_report_action_not_dead_button\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_crypto_sort_filter_and_chart_order\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_user_mode_hides_internal_ids_and_import_notes\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_alert_text_resolves_instrument_name_and_ticker\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_watchlist_hidden_from_user_mode_until_functional", "exit_code": 1, "error": null}

[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.]


     1|from __future__ import annotations
     2|
     3|import os
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to
     8|
     9|
    10|@dataclass(frozen=True)
    11|class Settings:
    12|    env: str = "local"
    13|    base_currency: str = "CHF"
    14|    timezone: str = "Europe/Zurich"
    15|    runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)
    16|    log_level: str = "INFO"
    17|    block_runtime_inside_repo: bool = True
    18|
    19|    @property
    20|    def db_path(self) -> Path:
    21|        return self.runtime_paths.db_path
    22|
    23|
    24|def find_repo_root(start: Path | None = None) -> Path:
    25|    current = (start or Path.cwd()).resolve()
    26|    for candidate in [current, *current.parents]:
    27|        if (candidate / ".git").exists() or (candidate / "pyproject.toml").exists():
    28|            return candidate
    29|    return current
    30|
    31|
    32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:
    33|    env = environ or os.environ
    34|    runtime_dir = Path(env.get("JARVIS_FINANCE_RUNTIME_DIR", str(DEFAULT_RUNTIME_DIR))).expanduser()
    35|    paths = RuntimePaths.from_base(runtime_dir)
    36|    db_override = env.get("JARVIS_FINANCE_DB_PATH")
    37|    if db_override:
    38|        object.__setattr__(paths, "db_path", Path(db_override).expanduser().resolve())
    39|    settings = Settings(
    40|        env=env.get("JARVIS_FINANCE_ENV", "local"),
    41|        base_currency=env.get("JARVIS_FINANCE_BASE_CURRENCY", "CHF"),
    42|        timezone=env.get("JARVIS_FINANCE_TIMEZONE", "Europe/Zurich"),
    43|        runtime_paths=paths,
    44|        log_level=env.get("JARVIS_FINANCE_LOG_LEVEL", "INFO"),
    45|        block_runtime_inside_repo=env.get("JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO", "1") not in {"0", "false", "False"},
    46|    )
    47|    validate_settings(settings, repo_root=repo_root)
    48|    return settings
    49|
    50|
    51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:
    52|    root = (repo_root or find_repo_root()).resolve()
    53|    if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):
    54|        raise ValueError(f"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}")
    55|    if settings.base_currency != "CHF":
    56|        raise ValueError("MVP 1 base currency must be CHF")
    57|
    58|
    59|def ensure_runtime_dirs(settings: Settings) -> None:
    60|    settings.runtime_paths.ensure_dirs()
    61|


Explanation:
**Improving test support**

I'm thinking about patching FakeStreamlit in the existing test to support buttons. I need to remove any numeric files, and I might use the terminal's rm command for that—I'll come back to it later. I'll also implement some helpers. There’s a possibility I could use execute_code to apply patches for multiple items in one go, using write or patch methods. Lastly, I need to focus on main functions like getting user navigation titles and removing the Watchlist while adding an edit mode.

patch

USER_PAGE_TITLES = ["Command Center", "Portfolio", "Crypto", "Wallets", "Equities/ETFs", "Watchlist", "Reports"]
ADMIN_PAGE_TITLES = ["Ledger", "Audit", "Alerts", "Data Quality", "Import Wizard", "Settings", "Crypto Manage", "Equity/ETF Manage", "Manual Review Queue"]

USER_PAGE_TITLES = ["Command Center", "Portfolio", "Crypto", "Wallets", "Equities/ETFs", "Reports"]
ADMIN_PAGE_TITLES = ["Ledger", "Audit", "Alerts", "Data Quality", "Import Wizard", "Settings", "Crypto Manage", "Equity/ETF Manage", "Manual Review Queue", "Watchlist"]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -10,8 +10,8 @@
 from jarvis_finance.storage.database import connect
 from jarvis_finance.storage.migrations import apply_migrations

-USER_PAGE_TITLES = ["Command Center", "Portfolio", "Crypto", "Wallets", "Equities/ETFs", "Watchlist", "Reports"]
-ADMIN_PAGE_TITLES = ["Ledger", "Audit", "Alerts", "Data Quality", "Import Wizard", "Settings", "Crypto Manage", "Equity/ETF Manage", "Manual Review Queue"]
+USER_PAGE_TITLES = ["Command Center", "Portfolio", "Crypto", "Wallets", "Equities/ETFs", "Reports"]
+ADMIN_PAGE_TITLES = ["Ledger", "Audit", "Alerts", "Data Quality", "Import Wizard", "Settings", "Crypto Manage", "Equity/ETF Manage", "Manual Review Queue", "Watchlist"]
 TITLE_ALIASES = {"Settings / Data Quality": "Settings", "Data Quality Center": "Data Quality"}


def get_user_navigation_titles() -> list[str]:
    return list(USER_PAGE_TITLES)

def get_admin_navigation_titles() -> list[str]:
    return list(ADMIN_PAGE_TITLES)

def _display_title(page) -> str:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -30,6 +30,14 @@
         load_synthetic_demo_data(conn)
     finally:
         conn.close()
+
+
+def get_user_navigation_titles() -> list[str]:
+    return list(USER_PAGE_TITLES)
+
+
+def get_admin_navigation_titles() -> list[str]:
+    return list(ADMIN_PAGE_TITLES)

 def _display_title(page) -> str:


        st.session_state["jarvis_dashboard_mode"] = mode
        st.session_state["jarvis_admin_mode"] = mode != "User Mode"
        edit_enabled = bool(st.sidebar.toggle("Bearbeiten aktivieren", value=bool(st.session_state.get("jarvis_edit_mode", False))))
        st.session_state["jarvis_edit_mode"] = edit_enabled
        if edit_enabled:
            st.sidebar.warning("Edit Mode aktiv: Änderungen schreiben in die Runtime-DB und benötigen Review/Bestätigung.")
        else:
            st.sidebar.info("Read-only Mode: Schreibaktionen sind deaktiviert.")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -92,6 +92,12 @@
             st.sidebar.warning("Admin Mode: technische IDs, Rohdaten und Review-Details sichtbar.")
         st.session_state["jarvis_dashboard_mode"] = mode
         st.session_state["jarvis_admin_mode"] = mode != "User Mode"
+        edit_enabled = bool(st.sidebar.toggle("Bearbeiten aktivieren", value=bool(st.session_state.get("jarvis_edit_mode", False))))
+        st.session_state["jarvis_edit_mode"] = edit_enabled
+        if edit_enabled:
+            st.sidebar.warning("Edit Mode aktiv: Änderungen schreiben in die Runtime-DB und benötigen Review/Bestätigung.")
+        else:
+            st.sidebar.info("Read-only Mode: Schreibaktionen sind deaktiviert.")

         st.sidebar.write(f"DB: `{db_path}`")
         safe = dashboard_data.get_safe_mode_status(conn)


class FakeStreamlit:
    def __init__(self, button_presses: set[str] | None = None) -> None:
        self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []
        self.sidebar = self
        self.session_state = {}
        self.button_presses = button_presses or set()

class FakeStreamlit:
    def __init__(self) -> None:
        self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []
        self.sidebar = self
        self.session_state = {}


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py
@@ -14,10 +14,11 @@

 class FakeStreamlit:
-    def __init__(self) -> None:
+    def __init__(self, button_presses: set[str] | None = None) -> None:
         self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []
         self.sidebar = self
         self.session_state = {}
+        self.button_presses = button_presses or set()

     def __getattr__(self, name: str):
         def recorder(*args, **kwargs):


            if name == "button":
                label = str(args[0]) if args else str(kwargs.get("label", ""))
                return label in self.button_presses and not bool(kwargs.get("disabled", False))
            if name == "checkbox":
                return False
            if name == "toggle":
                return bool(kwargs.get("value", False))

            if name in {"button", "checkbox"}:
                return False


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py
@@ -23,8 +23,13 @@
     def __getattr__(self, name: str):
         def recorder(*args, **kwargs):
             self.calls.append((name, args, kwargs))
-            if name in {"button", "checkbox"}:
+            if name == "button":
+                label = str(args[0]) if args else str(kwargs.get("label", ""))
+                return label in self.button_presses and not bool(kwargs.get("disabled", False))
+            if name == "checkbox":
                 return False
+            if name == "toggle":
+                return bool(kwargs.get("value", False))
             if name in {"text_input", "text_area", "date_input"}:
                 return ""
             if name in {"selectbox", "radio", "pills"}:


def is_technical_note(text: str | None) -> bool:
    if not text:
        return False
    lowered = text.lower()
    markers = ["productive initial crypto snapshot import", "no wallet address from xlsx", "initial crypto snapshot import"]
    return any(marker in lowered for marker in markers)

def user_note(text: str | None) -> str:
    return "" if is_technical_note(text) else (text or "")

def visible_user_columns(row: dict[str, str]) -> list[str]:
    hidden = {"asset_id", "wallet_id", "instrument_id", "entity_id", "rule_id", "source_id", "provider_symbol_status", "hedge_status", "dedup_key", "fingerprint", "raw_json"}
    return [k for k in row if not k.startswith("_") and k not in hidden]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -97,6 +97,18 @@
     if not status:
         return "Ungeklärt"
     return STATUS_LABELS.get(str(status), str(status).replace("_", " ").capitalize())
+
+
+def is_technical_note(text: str | None) -> bool:
+    if not text:
+        return False
+    lowered = text.lower()
+    markers = ["productive initial crypto snapshot import", "no wallet address from xlsx", "initial crypto snapshot import"]
+    return any(marker in lowered for marker in markers)
+
+
+def user_note(text: str | None) -> str:
+    return "" if is_technical_note(text) else (text or "")

 def visible_user_columns(row: dict[str, str]) -> list[str]:

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


def get_crypto_coin_summary(
    conn: Connection,
    *,
    admin_mode: bool = False,
    price_max_age_seconds: int = 86_400,
    sort_by: str = "Wert absteigend",
    search: str | None = None,
    status_filter: str | None = None,
    wallet_filter: str | None = None,
) -> list[dict[str, str]]:
    raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)

def get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
    raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -220,7 +220,16 @@
     }

-def get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:
+def get_crypto_coin_summary(
+    conn: Connection,
+    *,
+    admin_mode: bool = False,
+    price_max_age_seconds: int = 86_400,
+    sort_by: str = "Wert absteigend",
+    search: str | None = None,
+    status_filter: str | None = None,
+    wallet_filter: str | None = None,
+) -> list[dict[str, str]]:
     raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)
     total = sum((r["value"] for r in raw if r["value"] is not None), Decimal("0"))
     out: list[dict[str, str]] = []


            "_asset_id": str(r["asset_id"]),
            "_wallet_names": " | ".join(_wallet_names_for_asset(conn, str(r["asset_id"]))),
        }

            "_asset_id": str(r["asset_id"]),
        }


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -248,6 +248,7 @@
             "_sort_value_chf": dec_text(value or Decimal("0"), "0.01"),
             "_last_price_update": date_text(str(r["last_price_update"])),
             "_asset_id": str(r["asset_id"]),
+            "_wallet_names": " | ".join(_wallet_names_for_asset(conn, str(r["asset_id"]))),
         }
         if admin_mode:
             item.update({"asset_id": str(r["asset_id"]), "coingecko_id": str(r["coingecko_id"]), "price_status": str(r["price_status"]), "last_price_update": str(r["last_price_update"])})


def _wallet_names_for_asset(conn: Connection, asset_id: str) -> list[str]:
    holdings = calculate_crypto_holdings(conn)
    names: list[str] = []
    for (wallet_id, aid), holding in holdings.wallet_holdings.items():
        if aid == asset_id and holding.quantity != 0:
            row = conn.execute("SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?", (wallet_id,)).fetchone()
            if row:
                names.append(row["wallet_name"])
    return sorted(names)

def get_crypto_coin_summary(


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -218,6 +218,17 @@
         "last_price_update_at": _latest_price_time(conn),
         "data_quality_status": status,
     }
+
+
+def _wallet_names_for_asset(conn: Connection, asset_id: str) -> list[str]:
+    holdings = calculate_crypto_holdings(conn)
+    names: list[str] = []
+    for (wallet_id, aid), holding in holdings.wallet_holdings.items():
+        if aid == asset_id and holding.quantity != 0:
+            row = conn.execute("SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?", (wallet_id,)).fetchone()
+            if row:
+                names.append(row["wallet_name"])
+    return sorted(names)

 def get_crypto_coin_summary(


        if admin_mode:
            item.update({"asset_id": str(r["asset_id"]), "coingecko_id": str(r["coingecko_id"]), "price_status": str(r["price_status"]), "last_price_update": str(r["last_price_update"])})
        out.append(item)
    if search:
        needle = search.lower()
        out = [row for row in out if needle in row["coin"].lower() or needle in row["symbol"].lower()]
    if status_filter and status_filter != "Alle":
        out = [row for row in out if row["status"] == status_filter]
    if wallet_filter and wallet_filter != "Alle":
        out = [row for row in out if wallet_filter in row.get("_wallet_names", "")]
    sorters = {
        "Wert absteigend": lambda row: (d(row["_sort_value_chf"]), row["coin"]),
        "Wert aufsteigend": lambda row: (d(row["_sort_value_chf"]), row["coin"]),
        "Name A–Z": lambda row: row["coin"].lower(),
        "Anteil": lambda row: (d(row["anteil"].replace("%", "")), row["coin"]),
        "Wallet-Anzahl": lambda row: (int(row["wallets"]), row["coin"]),
        "Status": lambda row: (row["status"], row["coin"]),
    }
    reverse = sort_by in {"Wert absteigend", "Anteil", "Wallet-Anzahl"}
    return sorted(out, key=sorters.get(sort_by, sorters["Wert absteigend"]), reverse=reverse)

        if admin_mode:
            item.update({"asset_id": str(r["asset_id"]), "coingecko_id": str(r["coingecko_id"]), "price_status": str(r["price_status"]), "last_price_update": str(r["last_price_update"])})
        out.append(item)
    return out


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -264,7 +264,23 @@
         if admin_mode:
             item.update({"asset_id": str(r["asset_id"]), "coingecko_id": str(r["coingecko_id"]), "price_status": str(r["price_status"]), "last_price_update": str(r["last_price_update"])})
         out.append(item)
-    return out
+    if search:
+        needle = search.lower()
+        out = [row for row in out if needle in row["coin"].lower() or needle in row["symbol"].lower()]
+    if status_filter and status_filter != "Alle":
+        out = [row for row in out if row["status"] == status_filter]
+    if wallet_filter and wallet_filter != "Alle":
+        out = [row for row in out if wallet_filter in row.get("_wallet_names", "")]
+    sorters = {
+        "Wert absteigend": lambda row: (d(row["_sort_value_chf"]), row["coin"]),
+        "Wert aufsteigend": lambda row: (d(row["_sort_value_chf"]), row["coin"]),
+        "Name A–Z": lambda row: row["coin"].lower(),
+        "Anteil": lambda row: (d(row["anteil"].replace("%", "")), row["coin"]),
+        "Wallet-Anzahl": lambda row: (int(row["wallets"]), row["coin"]),
+        "Status": lambda row: (row["status"], row["coin"]),
+    }
+    reverse = sort_by in {"Wert absteigend", "Anteil", "Wallet-Anzahl"}
+    return sorted(out, key=sorters.get(sort_by, sorters["Wert absteigend"]), reverse=reverse)

 def get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:


            "status": translate_status(holding.verification_status),
            "notiz": user_note(wallet["notes"] if wallet and wallet["notes"] else ""),

            "status": translate_status(holding.verification_status),
            "notiz": wallet["notes"] if wallet and wallet["notes"] else "",


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -303,7 +303,7 @@
             "anteil": percent_text(share),
             "letzte_verifikation": date_text(holding.last_verified_at),
             "status": translate_status(holding.verification_status),
-            "notiz": wallet["notes"] if wallet and wallet["notes"] else "",
+            "notiz": user_note(wallet["notes"] if wallet and wallet["notes"] else ""),
             "_wallet_id": wallet_id,
             "_asset_id": asset_id,
         }


        "letzte_verifikation": wallet["last_verified_at"],
        "notizen": user_note(wallet.get("notes", "")),

        "letzte_verifikation": wallet["last_verified_at"],
        "notizen": wallet.get("notes", ""),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -431,7 +431,7 @@
         "gesamtwert_chf": wallet["total_value_chf"],
         "coins": get_wallet_coin_details(conn, wallet_id, price_max_age_seconds=price_max_age_seconds),
         "letzte_verifikation": wallet["last_verified_at"],
-        "notizen": wallet.get("notes", ""),
+        "notizen": user_note(wallet.get("notes", "")),
         "status": wallet["status"],
         "actions": ["Coin in Wallet hinzufügen", "Bestand korrigieren", "Transfer aus Wallet", "Wallet verifizieren", "Wallet bearbeiten", "Wallet deaktivieren"],
     }


def resolve_alert_entity_label(conn: Connection, entity_type: str | None, entity_id: str | None) -> str:
    if not entity_id:
        return entity_type or "Portfolio"
    if entity_type == "instrument" or str(entity_id).startswith("instrument-"):
        row = conn.execute("SELECT name, ticker FROM instruments WHERE instrument_id=?", (entity_id,)).fetchone()
        if row:
            return f"{row['name']} ({row['ticker']})" if row["ticker"] else row["name"]
        return "Unbekanntes Instrument"
    if entity_type == "crypto_asset":
        row = conn.execute("SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?", (entity_id,)).fetchone()
        if row:
            return f"{row['coin_name']} ({row['symbol']})"
    if entity_type == "crypto_wallet":
        row = conn.execute("SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?", (entity_id,)).fetchone()
        if row:
            return row["wallet_name"]
    return entity_type or "Portfolio"

def alert_title(rule_id: str, message: str = "", entity: str = "") -> str:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -643,6 +643,25 @@

 def get_watchlist(conn: Connection) -> list[dict[str, str]]:
     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())
+
+
+def resolve_alert_entity_label(conn: Connection, entity_type: str | None, entity_id: str | None) -> str:
+    if not entity_id:
+        return entity_type or "Portfolio"
+    if entity_type == "instrument" or str(entity_id).startswith("instrument-"):
+        row = conn.execute("SELECT name, ticker FROM instruments WHERE instrument_id=?", (entity_id,)).fetchone()
+        if row:
+            return f"{row['name']} ({row['ticker']})" if row["ticker"] else row["name"]
+        return "Unbekanntes Instrument"
+    if entity_type == "crypto_asset":
+        row = conn.execute("SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?", (entity_id,)).fetchone()
+        if row:
+            return f"{row['coin_name']} ({row['symbol']})"
+    if entity_type == "crypto_wallet":
+        row = conn.execute("SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?", (entity_id,)).fetchone()
+        if row:
+            return row["wallet_name"]
+    return entity_type or "Portfolio"

 def alert_title(rule_id: str, message: str = "", entity: str = "") -> str:


    for row in rows:
        affected = resolve_alert_entity_label(conn, row["entity_type"], row["entity_id"])
        cards.append({

    for row in rows:
        affected = row["entity_id"] or row["entity_type"] or "Portfolio"
        cards.append({


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -716,7 +716,7 @@
     ).fetchall()
     cards = []
     for row in rows:
-        affected = row["entity_id"] or row["entity_type"] or "Portfolio"
+        affected = resolve_alert_entity_label(conn, row["entity_type"], row["entity_id"])
         cards.append({
             "title": alert_title(row["rule_id"], row["message"], affected),
             "description": alert_description(row["rule_id"], row["message"]),


Explanation:
**Considering coding tasks**

I need to work on page helpers and think about creating a file named dashboard/actions.py. It’ll involve implementing a function for setting and managing actions. I wonder if that will cover all the requirements or if I need to think about other functionalities as well. I'll have to keep it well-organized and ensure that I include everything needed for clarity. Let’s get that plan sorted!

from __future__ import annotations

def edit_mode_enabled(st) -> bool:
    try:
        return bool(st.session_state.get("jarvis_edit_mode", False))
    except Exception:
        return False

def read_only_hint(st) -> None:
    st.info("Bearbeiten aktivieren, um diese Aktion auszuführen.")

def action_button(st, label: str, *, key: str | None = None, edit_required: bool = True) -> bool:
    disabled = edit_required and not edit_mode_enabled(st)
    clicked = st.button(label, key=key, disabled=disabled)
    if disabled:
        return False
    return bool(clicked)

def open_crypto_manage(st, action: str, *, asset_id: str | None = None, wallet_id: str | None = None) -> None:
    st.session_state["crypto_manage_action"] = action
    if asset_id:
        st.session_state["crypto_manage_asset_id"] = asset_id
        st.session_state["selected_crypto_asset_id"] = asset_id
    if wallet_id:
        st.session_state["crypto_manage_wallet_id"] = wallet_id
        st.session_state["selected_crypto_wallet_id"] = wallet_id


Explanation:
**Understanding page imports**

I’m thinking about the Patch Crypto page and how it deals with importing filters and actions. I need to clarify how the imports function and what specific actions might be involved. I'm a bit unsure if everything is set up correctly or if there are any issues with the filters themselves. It’s essential to ensure everything runs smoothly, especially since it relates to cryptocurrency, which often has a lot of moving parts!

from jarvis_finance.dashboard.components.tables import show_table
from jarvis_finance.dashboard import data
from jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, open_crypto_manage, read_only_hint


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py
@@ -2,6 +2,7 @@

 from jarvis_finance.dashboard.components.tables import show_table
 from jarvis_finance.dashboard import data
+from jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, open_crypto_manage, read_only_hint

 PAGE_TITLE = "Crypto"


    search = st.text_input("Coin suchen", value="")
    sort_by = st.selectbox("Sortierung", ["Wert absteigend", "Wert aufsteigend", "Name A–Z", "Anteil", "Wallet-Anzahl", "Status"])
    status_filter = st.selectbox("Status filtern", ["Alle", "Aktuell", "Veraltet", "Preis fehlt"])
    wallet_filter = st.selectbox("Wallet filtern", ["Alle", *sorted({name for row in data.get_crypto_coin_summary(conn) for name in row.get("_wallet_names", "").split(" | ") if name})])
    coins = data.get_crypto_coin_summary(conn, search=search, sort_by=sort_by, status_filter=status_filter, wallet_filter=wallet_filter)
    labels = [f"{r['coin']} ({r['symbol']}) — {r['gesamtwert_chf']}" for r in coins]
    selected = st.selectbox("Coin auswählen / öffnen", labels)
    selected_row = coins[labels.index(selected)] if selected in labels else coins[0]
    st.session_state["selected_crypto_asset_id"] = selected_row["_asset_id"]
    show_table(st, [{k: r[k] for k in ["coin", "symbol", "gesamtmenge", "kurs_chf", "gesamtwert_chf", "anteil", "wallets", "status"]} for r in coins])

    labels = [f"{r['coin']} ({r['symbol']}) — {r['gesamtwert_chf']}" for r in coins]
    selected = st.selectbox("Coin auswählen / öffnen", labels)
    selected_row = coins[labels.index(selected)] if selected in labels else coins[0]
    show_table(st, [{k: r[k] for k in ["coin", "symbol", "gesamtmenge", "kurs_chf", "gesamtwert_chf", "anteil", "wallets", "status"]} for r in coins])


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py
@@ -47,9 +47,15 @@
     if not coins:
         st.info("Keine Crypto-Positionen vorhanden.")
         return
+    search = st.text_input("Coin suchen", value="")
+    sort_by = st.selectbox("Sortierung", ["Wert absteigend", "Wert aufsteigend", "Name A–Z", "Anteil", "Wallet-Anzahl", "Status"])
+    status_filter = st.selectbox("Status filtern", ["Alle", "Aktuell", "Veraltet", "Preis fehlt"])
+    wallet_filter = st.selectbox("Wallet filtern", ["Alle", *sorted({name for row in data.get_crypto_coin_summary(conn) for name in row.get("_wallet_names", "").split(" | ") if name})])
+    coins = data.get_crypto_coin_summary(conn, search=search, sort_by=sort_by, status_filter=status_filter, wallet_filter=wallet_filter)
     labels = [f"{r['coin']} ({r['symbol']}) — {r['gesamtwert_chf']}" for r in coins]
     selected = st.selectbox("Coin auswählen / öffnen", labels)
     selected_row = coins[labels.index(selected)] if selected in labels else coins[0]
+    st.session_state["selected_crypto_asset_id"] = selected_row["_asset_id"]
     show_table(st, [{k: r[k] for k in ["coin", "symbol", "gesamtmenge", "kurs_chf", "gesamtwert_chf", "anteil", "wallets", "status"]} for r in coins])

     st.subheader("Coin Detail")


[Your active task list was preserved across context compression]
- [>] fx-1. Inspect Streamlit routing/navigation and current dashboard pages/buttons (in_progress)
- [ ] fx-2. Add stabilization tests for navigation, edit-mode buttons, selected position flows, reports/price click actions, sorting and alert names (pending)
- [ ] fx-3. Implement single navigation/router, hide/fix incomplete pages, read-only/edit-mode controls and no fake buttons (pending)
- [ ] fx-4. Wire Crypto/Wallet selection to Manage flows and audited action execution; add report/price click handlers or explicit disabled CLI fallback (pending)
- [ ] fx-5. Improve sorting/filtering, user-mode note/ID cleanup, alert entity resolution (pending)
- [ ] fx-6. Run compile/tests/Git-safety, commit and push (pending)