[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. 104 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.

--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---


patch

        st.subheader("1. Instrument suchen")
        query = st.text_input("ISIN, Name oder Ticker", key="wizard_search_query")
        class_filter = st.selectbox("Assetklasse", ["", "stock", "etf"],...[truncated]

        st.markdown("### 1. Instrument suchen")
        query = st.text_input("ISIN, Name oder Ticker", key="wizard_search_query")
        c1, c2, c3 = st.columns(3)
        with c1:
            class...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (2,625 chars result)


        if st.button("Suchen", key="wizard_search_button"):
            search_payload = search_instrument_candidates(

        if st.button("Suchen", key="wizard_search_button"):
            st.session_state["wizard_search_results"] = search_instrument_candidates(


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (960 chars result)


                include_external=bool(external_lookup),
            )
            if hasattr(st, "session_state"):
                st.session_state["wizard_search_results"] = search_payload
        se...[truncated]

                include_external=bool(external_lookup),
            )
        search_state = st.session_state.get("wizard_search_results", {"results": [], "warnings": [], "selection_required": True})


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,142 chars result)


st.subheader("2. Instrument auswählen oder manuell anlegen")

st.markdown("### 2. Instrument auswählen oder manuell anlegen")


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,178 chars result)


st.subheader("3–4. Depot, Menge, Datum, Einstand und Notiz")

st.markdown("### 3–4. Depot, Menge, Datum, Einstand und Notiz")


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,129 chars result)


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (964 chars result)


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (984 chars result)


[terminal] ran `pytest -q` -> exit 0, 1 lines output


todo

Tests für Suche, Wizard-Safety, Snapshots, FX/Audit/DQ ergänzen

Compile, pytest, Git-Safety, Commit und Push ausführen


[todo] updated task list


terminal

PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import load_settings
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations import apply_migratio...[truncated]


[terminal] ran `PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import loa...` -> exit 1, 1 lines output


Explanation:
**Resolving runtime issues**

I need to remove the `.pytest_cache` and then rerun the safety checks. I wonder if there are any runtime path issues that are affecting everything. It's important to inspect the settings to see if anything's misconfigured. I think a close look at all the details should help me find any problems with the execution. Of course, I hope this solves the issues at hand so I can move forward smoothly!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/settings.py from line 1 (2,984 chars)


rm -rf .pytest_cache
PYTHONPATH=src python - <<'PY'
from jarvis_finance.config.settings import load_settings
from jarvis_finance.storage.database import connect
from jarvis_finance.storage.migrations ...[truncated]


[terminal] ran `rm -rf .pytest_cache
PYTHONPATH=src python - <<'PY'
from jarvis_finance.confi...` -> exit 0, 1 lines output


git diff --stat && git diff -- src/jarvis_finance/equity/manage.py src/jarvis_finance/dashboard/views/page_13_equity_manage.py tests/unit/test_equity_manage.py | sed -n '1,260p'

Explanation:
**Considering database changes**

I think I might need to change the runtime database. That seems like an important step, so I want to ensure everything is compatible before making any adjustments. To do that, I need to check the differences in the code using a git diff command. This should help me clarify what changes have been made, allowing me to proceed with confidence. I'll double-check everything to make sure I'm on the right track!


[terminal] ran `git diff --stat && git diff -- src/jarvis_finance/equity/manage.py src/jarvis...` -> exit 0, 1 lines output


python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short

Explanation:
**Finalizing code process**

I’m looking at my development process and think I need to run a full compile and check for safety after clearing the pytest cache. Before I commit, I wonder if I should run a format, but I'm not sure if it would cause issues with git-safety regarding runtime changes. It’s crucial that I inspect to make sure there are no secrets before pushing. So, a git status check might be needed to confirm everything is ready.


[terminal] ran `python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHON...` -> exit 0, 1 lines output


git add src/jarvis_finance/dashboard/views/page_13_equity_manage.py src/jarvis_finance/equity/manage.py tests/unit/test_equity_manage.py && git commit -m "Add manual equity position wizard"

Explanation:
**Preparing to commit changes**

I'm getting ready to add my changes using git, then I’ll commit and push them. I think it’s important to use a token just like I did before, making sure it's safe and that I don’t output the token itself. I should also make sure that this is my first commit. It feels good to keep everything organized and done the right way! Okay, let's move forward with this!


Output:
[main 43b0443] Add manual equity position wizard
 3 files changed, 441 insertions(+), 67 deletions(-)


python - <<'PY'
from pathlib import Path
import csv, os, subprocess, tempfile
p=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')
rows=list(csv.reader(p.read_te...[truncated]


Output:
push_exit 0
To https://github.com/Gamexgit/FinanceManager.git
   40ff6e2..43b0443  main -> main

GIT_SAFETY_OK
43b0443


Explanation:
**Finalizing German account notes**

I need to summarize the runtime accounts created across 3 platforms, totaling 4 accounts. Did PostFinance exist already, or did I create it along with the others? It’s all a bit unclear. I also want to mention that there are 257 tests done. I should check if my git status is clean—it’s good if there are no rows, indicating it’s clean. I’ll make sure to finish my to-dos!


Erledigt, Sir.

## Ergebnis

- **DOCX-Importpfad für Aktien/ETFs produktiv gestoppt:** ja
  Die bestehende Review Queue bleibt nur Review-/Erinnerungsfläche. Kein produktiver Import aus PostFinance-/True-Wealth-DOCX.

- **Instrument Search gebaut:** ja
- **Add Position Wizard gebaut:** ja
- **Manuelle Anlage möglich:** ja
- **ISIN-Suche möglich:** ja
- **Name-/Ticker-Suche möglich:** ja
- **Ticker allein importiert automatisch:** nein
- **Mehrfachtreffer verlangen Auswahl:** ja
- **Initial Snapshot möglich:** ja
- **Buy/Sell/Dividend vorbereitet/implementiert:** implementiert im Wizard-Pfad:
  - `initial_snapshot`
  - `buy`
  - `partial_sell`
  - `full_sell`
  - `dividend`
  - `etf_distribution`
  - `manual_adjustment`

## UX / User Mode

Neue Hauptfunktion im Dashboard:

**Equity/ETF Manage → Aktie/ETF hinzufügen**

Als Wizard:

1. Instrument suchen
2. Instrument auswählen oder manuell anlegen
3. Depot, Menge, Datum erfassen
4. Einstand/FX/Notiz erfassen
5. Review
6. Bestätigt speichern

User Mode zeigt im neuen Wizard keine technischen IDs als Ergebnis. Speicherung zeigt nur Erfolg und Data-Quality-Hinweise, nicht `instrument_id`, `source_id`, `catalog_entry_id` oder Debug-JSON. Ein bisschen weniger Maschinenraum, wie zivilisierte Menschen es bevorzugen.

## Resolver / Search

Implementiert:

- lokale Suche nach:
  - ISIN
  - Name
  - Ticker
  - Exchange
  - Currency
- ISIN priorisiert
- Ticker allein bleibt Auswahl-/Review-pflichtig
- mehrere Treffer bleiben Auswahl-pflichtig
- Provider-/External Lookup nur bei explizitem Klick/Checkbox vorbereitet
- ohne Provider/API-Key bleibt manuelle Anlage möglich
- kein Live-API-Call beim normalen Dashboard-Rendern

## Speicherung / Ledger

Implementiert:

- Instrument aus lokalem Katalog oder manueller Anlage
- Initial Snapshot ohne Kaufhistorie zu erfinden
- Transaktionen als Ledger-Ereignisse
- Review/Confirm vor Speicherung Pflicht
- Audit-Log bei Speicherung Pflicht
- keine stillen Überschreibungen
- Initial Snapshot blockiert, wenn schon eine Position existiert
- Sell prüft negative Positionen
- Full Sell verlangt exakte aktuelle Menge

## Data Quality

Implementiert:

- fehlende Cost Basis → `cost_basis_uncertain`
- fehlender FX bei USD/EUR → `missing_fx`
- fehlender Provider-/Preisbezug → Market-Data-Hinweis
- fehlender Marktpreis → Data-Quality-Hinweis
- Cost Basis wird nicht als echter Wert interpretiert, wenn sie fehlt; intern wird kein Performance-Wert daraus als „bekannt“ abgeleitet.

## Plattformen/Konten

Runtime-DB vorsichtig aktualisiert, ohne Holdings/Positionen zu importieren:

- PostFinance: vorhanden
- True Wealth: vorhanden
- Raiffeisen: vorhanden
- Anderes Konto: vorhanden

Ausführung war nur Konto-/Plattform-Sicherstellung für manuelle Erfassung. Keine Broker-Daten importiert.

## Tests

- **Compile:** erfolgreich
- **pytest:** `257 passed`
- Neue Tests ergänzt für:
  - ISIN-Suche
  - Name-Suche mit Kandidatenliste
  - Ticker allein ohne Auto-Import
  - Mehrfachtreffer mit manueller Auswahlpflicht
  - manuelle Instrumentanlage
  - Initial Snapshot aus ausgewähltem Instrument
  - fehlende Cost Basis → `cost_basis_uncertain`
  - USD/EUR mit FX
  - fehlender FX → `missing_fx`
  - Review/Confirm vor Speicherung
  - Audit-Log bei Speicherung
  - Dashboard rendert ohne Live-API
  - User-Mode ohne technische Ergebnis-IDs im Wizard

## Git / Safety

- **Git-Safety:** `GIT_SAFETY_OK`
- **Git Status:** clean
- **Commit:** `43b0443`
- **Push:** erfolgreich nach `origin/main`

## Offene Grenzen

- Externe Provider wie OpenFIGI/Finnhub/FMP/Twelve Data/Stooq/Yahoo sind vorbereitet, aber noch nicht als echte produktive Provider integriert.
- Aktuelle Marktpreise für Aktien/ETFs werden noch nicht automatisch über diesen Wizard geladen.
- Historische Performance bleibt bewusst unvollständig, wenn Cost Basis oder historische FX fehlen.
- Unsichere DOCX-Kandidaten bleiben in der Review Queue, werden aber nicht produktiv importiert.


[M G] Der Qwen-/Review-Lauf ist akzeptiert, aber ich möchte den DOCX-Importpfad für Aktien/ETFs vorerst stoppen.

Ich habe das Dashboard geprüft und finde die neue Aktien-/ETF-Funktionalität nicht sinnvoll. Ich sehe keinen klaren Menüpunkt für Aktien/ETFs bzw. keinen einfach auffindbaren Wizard im User Mode. Wenn die Funktion nur irgendwo im Admin-/Debug-Bereich existiert, ist sie für mich praktisch nicht nutzbar.

Bitte starte jetzt einen gezielten:

Manual Position Entry & Instrument Search UX Sprint

Ziel:
Ich möchte Aktien, ETFs und später weitere Positionen selbst sauber über das Dashboard erfassen können. Der Fokus liegt auf Bedienbarkeit, Auffindbarkeit und zuverlässiger Suche — nicht auf DOCX-Import.

## 1. DOCX-Importpfad stoppen

Bitte vorerst keinen produktiven Aktien-/ETF-Import aus den PostFinance-/True-Wealth-DOCX-Dateien durchführen.

Die Review Queue kann als Erinnerung bleiben, aber sie soll nicht der Hauptweg sein.

Begründung:

* DOCX-Struktur ist zu unsicher.
* Viele Positionen ohne ISIN.
* Qwen konnte keine sicheren zusätzlichen Mappings herstellen.
* Ich werde Aktien/ETFs lieber selbst über das Dashboard eintragen.

## 2. Funktion im User Mode sichtbar machen

Bitte mache die Funktion im normalen User Mode klar sichtbar.

User Mode Navigation soll mindestens enthalten:

* Command Center
* Crypto
* Wallets
* Aktien & ETFs
* Position hinzufügen
* Reports

Falls „Position hinzufügen“ als eigener Menüpunkt zu viel ist, dann bitte als grosser Button im Command Center:

+ Position hinzufügen

Nach Klick öffnet ein Auswahlbildschirm:

* Crypto hinzufügen
* Aktie hinzufügen
* ETF hinzufügen
* Cash erfassen

Wichtig:
Ich darf nicht in Admin/Debug suchen müssen, um eine Aktie oder einen ETF hinzuzufügen.

## 3. Zentrale Seite: Position hinzufügen

Bitte baue eine zentrale, gut sichtbare Seite:

Position hinzufügen

Diese Seite soll nicht technisch wirken, sondern als geführter Wizard.

Schritt 1: Assetklasse wählen

* Aktie
* ETF
* Crypto
* Cash

Für jetzt bitte Aktien und ETFs priorisieren.

Schritt 2: Instrument suchen

Suchfeld:

* ISIN
* Name
* Ticker

Optionale Filter:

* Assetklasse: Aktie / ETF
* Börse/Exchange
* Währung
* Land
* Provider

Suchbutton:

* „Suchen“

Keine API-Abfrage beim normalen Rendern. Suche nur bei Klick.

## 4. Instrument Search Provider einbinden

Bitte eine echte Suchfunktion implementieren, nicht nur lokale Dummy-Suche.

Provider-Reihenfolge:

1. Lokale Instrumente in SQLite
2. OpenFIGI
3. Finnhub Symbol Lookup
4. Financial Modeling Prep Search
5. Manuelle Anlage, wenn kein eindeutiger Treffer

Wichtig:

* Provider nur bei explizitem Such-Klick abfragen.
* API Keys aus Runtime-Secrets/.env, niemals ins Repo.
* Wenn API-Key fehlt, Provider überspringen oder mit unauthenticated fallback arbeiten, sofern erlaubt.
* Ergebnisse cachen, damit nicht bei jeder Suche alles neu abgefragt wird.
* Rate Limits beachten.
* Bei Provider-Fehler: klare Meldung, kein Crash.

## 5. Suchergebnisse anzeigen

Trefferliste bitte nutzerfreundlich anzeigen:

Spalten:

* Name
* ISIN
* Ticker
* Exchange
* Währung
* Assetklasse
* Land
* Datenquelle
* Vertrauensstatus

Vertrauensstatus:

* Eindeutig
* Wahrscheinlich
* Unsicher
* Manuell prüfen

Regeln:

* ISIN-Treffer mit exakt gleicher ISIN darf als eindeutig gelten.
* Ticker allein darf nie automatisch eindeutig sein.
* Name-Suche zeigt Kandidatenliste.
* Bei mehreren Treffern ist manuelle Auswahl Pflicht.
* Kein Treffer → manuell anlegen möglich, aber mit Warnung.

Aktionen pro Treffer:

* Auswählen
* Details anzeigen

Keine technischen IDs im User Mode anzeigen.

## 6. Nach Auswahl: Position erfassen

Nach Auswahl des Instruments öffnet Schritt 3:

Position erfassen

Felder:

* Plattform/Depot:

  * PostFinance
  * True Wealth
  * Raiffeisen
  * Anderes Konto
* Assetklasse:

  * Aktie / ETF
* Name
* ISIN
* Ticker
* Exchange
* Währung
* Menge
* Snapshot-Datum
* Transaktionstyp:

  * Initial Snapshot
  * Kauf
  * Dividende/Ausschüttung
  * Manuelle Korrektur
* Einstand / Cost Basis optional
* Gebühren optional
* FX-Kurs optional bzw.
automatisch
usgelöst
* fehlender API-Key bricht nicht ab
* manuelle Anlage funktioniert
* Review ist vor Speicherung Pflicht
* Initial Snapshot wird geschrieben
* Audit-Log wird geschrieben
* Cost Basis fehlt → cost_basis_uncertain
* User Mode zeigt keine technischen IDs
* Streamlit rendert ohne Live-API beim normalen Laden
* Git-Safety bleibt sauber

## 15. Kein produktiver PostFinance-/True-Wealth-Import

Bitte weiterhin keinen produktiven Import aus den DOCX-Dateien.

Nach diesem Sprint will ich die Positionen manuell über das Dashboard eintragen können.

## 16. Nach Abschluss

Bitte ausführen:

* Compile
* pytest
* Git-Safety
* git status
* git diff --check

Wenn sauber:

* Commit
* Push

Bitte berichten:

* Wo finde ich die Funktion im Dashboard?
* Welche Menüpunkte sind im User Mode sichtbar?
* Funktioniert ISIN-Suche?
* Funktioniert Name-/Ticker-Suche?
* Welche Provider sind eingebunden?
* Welche Provider sind mangels API-Key deaktiviert?
* Kann ich manuell anlegen?
* Kann ich Initial Snapshot speichern?
* Wurde Audit-Log getestet?
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Grenzen

Wichtig:
Das Ziel ist, dass ich danach wirklich Aktien und ETFs selbst eintragen kann, ohne im Admin-Bereich suchen zu müssen.


Explanation:
**Inspections and loading skills**

I’m thinking we need to keep going with this. Should I load the skills? I mean, finance is already loaded, but do I need to load TDD as well? It seems relevant, but is it really that popular? I’m not quite sure. I’ll have to check the current code to see what’s going on. There’s a lot to consider to make sure I’m on the right track!


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


todo

Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen

Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden

Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren

Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen

Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen


[todo] updated task list


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py from line 1 (5,870 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 '*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views -> 18 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py from line 1 (420 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py from line 1 (4,799 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py from line 1 (1,861 chars)


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


Explanation:
**Considering new page setup**

I think I need a central page for adding positions, perhaps titled "Position hinzufügen." I should import it in the PAGES and check if "Aktien & ETFs" can be included in USER_PAGE_TITLES. The current title "Equities/ETFs" isn't in USER, so I should consider changing it to align with user expectations. Additionally, I can create a reusable render wizard to simplify the process. I should refactor the inline code in page13 and look into the provider architecture in market_data/catalog.py.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (16,418 chars)


Explanation:
**Evaluating implementation needs**

I’m considering if providers should be implemented in catalog.py. It seems I might need a schema cache table as well. I think it'll be helpful to inspect the migrations for instrument_catalog to make sure everything is aligned. There’s a lot to process here, and I want to ensure that all aspects are considered correctly before moving forward. It's all about making sure the implementation is solid and functional!


[search_files] content search for 'instrument_catalog' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py -> 13 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 330 (5,037 chars)


[search_files] files search for 'test_dashboard*.py' in /home/agent/.hermes/repos/FinanceManager/tests/unit -> 4 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py from line 1 (9,941 chars)


Explanation:
**Adjusting tests and features**

I need to make adjustments to the tests. Also, it seems that FakeStreamlit might support features like columns. I’m thinking about implementing a command center, but I wonder if having no button would work effectively. For now, I think it’s best to focus on adding the tests first and then observe the outcomes. It feels like a solid plan to ensure everything’s functioning as intended before diving deeper.


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py from line 1 (9,727 chars)


Explanation:
**Checking tests and imports**

I need to add tests, and I'm considering adding provider tests, perhaps in the `test_equity_manage` section. It’s important to ensure that everything works properly and is well inspected. I should definitely take a look at the imports at the end to make sure everything is in order and nothing’s missing. Keeping an eye on these details is crucial for maintaining smooth functionality!


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py from line 1 (11,279 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py from line 300 (8,822 chars)


Explanation:
**Modifying tests for implementation**

I need to implement some changes, but first, I should modify the tests to account for failures. In the final version, I won’t mention strict TDD. I’ll focus on adding tests like a navigation list, command center button, and the page title, but also need to check if the provider classes exist. It seems we might not need external providers if there’s no key. A central page is necessary, and I need to inspect the search function too.


[search_files] content search for 'def search_instrument' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py -> 5 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 300 (7,997 chars)


Explanation:
**Implementing provider classes**

I need to proceed without a specific provider for now. The plan is to implement the actual provider classes in the catalog later. I’ll also need to use the environment and urllib. First, I think it’s important to write tests, maybe while importing the necessary classes. It seems like I need to create a new page for all this as well. That should help organize things better!

def test_user_navigation_exposes_add_position_and_aktien_etfs() -> None:
    titles = dashboard_main.get_user_navigation_titles()
    assert titles == ["Command Center", "Crypto", "Wallets", "Aktien...[truncated]


patch

from jarvis_finance.dashboard.pages import page_04_crypto, page_05_wallets, page_08_reports

from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py (1,019 chars result)


    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "Reports"]
    assert "Watchlist" not in dashboard_main.get_us...[truncated]

    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Reports"]
    assert "Watchlist" not in dashboard_main.get_user_navigation_titles()


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py (2,321 chars result)


def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:
    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments

    conn = s...[truncated]


No linter for .txt files


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py')
p.write_text(p.read_text()+Path('/tmp/provider_tests.txt').read_text())


terminal

[terminal] ran `pytest -q tests/unit/test_dashboard_functional_ux_stabilization.py::test_auto...` -> exit 1, 1 lines output


patch

import re
from dataclasses import dataclass, field
from sqlite3 import Connection
from typing import Protocol

import json
import os
import re
import time
from dataclasses import dataclass, field
from sqlite3 import Connection
from typing import Protocol
from urllib import parse, request


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (731 chars result)


class UnavailableCatalogLookupProvider:
    name = "unavailable"

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        raise LookupUnavailable("ext...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (7,488 chars result)


def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:
    result...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (3,266 chars result)


from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers

from jarvis_finance.market_data.catalog import search_instruments, UnavailableCatalogLookupProvider


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py (1,293 chars result)


providers = default_instrument_lookup_providers() if include_external else []

providers = [UnavailableCatalogLookupProvider()] if include_external else []


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py (831 chars result)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 1 (2,499 chars)


from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry

from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -6,7 +6,7 @@

 from jarvis_finance.audit.log import record_audit_event
 from jarvis_finance.imports.common import stable_id, utc_now
-from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry
+from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry
 from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality
 from jarvis_finance.ledger.positions import calculate_positions
 from jarvis_finance.quality.alerts import create_alert

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


    from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers

    q = str(query or "").strip()


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -351,8 +351,6 @@
     include_external: bool = False,
 ) -> dict[str, object]:
     """Search local instrument catalog. External providers are only used when explicitly enabled by caller."""
-    from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers
-
     q = str(query or "").strip()
     if not q:
         return {"results": [], "warnings": [], "selection_required": True, "provider_lookup_attempted": False}


Explanation:
**Considering central functions**

I need to establish a central wizard function. It might be helpful to create a helper module to avoid unnecessary extraction. If the page_13_equity_manage.render_add_position_wizard exists, I can have the new page import it. I also need to add a helper for this process. Maybe I'll patch page 13 by renaming with tabs[0] to make it easier. I should find those lines that require execution for extraction.


    35|    st.caption("Auditierbare manuelle Aktien-/ETF-Erfassung. Dashboard liest lokal; keine Broker-Dateien oder Live-APIs beim Rendern.")
    36|    st.warning("Keine stillen Überschreibungen: Initial Snapshots, Transaktionen und Korrekturen werden als bestätigte Ledger-Ereignisse mit Audit-Log gespeichert.")
    37|
    38|    options = get_equity_management_options(conn)
    39|    account_labels = [_account_label(row) for row in options["accounts"]]
    40|    instrument_labels = [_instrument_label(row) for row in options["instruments"]]
    41|    tabs = st.tabs(["Instrument Search / Add Position", "Mapping Review Queue", "Hinzufügen", "Kaufen", "Partial Sell", "Full Sell", "Dividende", "ETF-Ausschüttung", "Fee", "Korrigieren", "Review"])
    42|
    43|    with tabs[0]:
    44|        st.subheader("Aktie/ETF hinzufügen")
    45|        st.caption("Wizard: 1 Suchen → 2 Instrument auswählen → 3 Depot & Menge → 4 Einstand/Datum/Notiz → 5 Review → 6 Bestätigen.")
    46|        st.info("DOCX-Brokerimporte sind hier bewusst nicht der Hauptpfad. Es wird nur auf Klick gesucht; kein Provider-/Live-API-Call beim Rendern.")
    47|        ensure_standard_broker_accounts(conn)
    48|
    49|        st.subheader("1. Instrument suchen")
    50|        query = st.text_input("ISIN, Name oder Ticker", key="wizard_search_query")
    51|        class_filter = st.selectbox("Assetklasse", ["", "stock", "etf"], key="wizard_search_class")
    52|        currency_filter = st.selectbox("Währung", ["", "CHF", "EUR", "USD"], key="wizard_search_currency")
    53|        exchange_filter = st.text_input("Börse/Exchange optional", key="wizard_search_exchange")
    54|        country_filter = st.text_input("Land optional", key="wizard_search_country")
    55|        provider_filter = st.text_input("Provider optional", key="wizard_search_provider")
    56|        external_lookup = st.checkbox("Provider-Suche explizit versuchen", key="wizard_search_external")
    57|        if st.button("Suchen", key="wizard_search_button"):
    58|            search_payload = search_instrument_candidates(
    59|                conn,
    60|                query=query,
    61|                asset_class=class_filter or None,
    62|                exchange=exchange_filter or None,
    63|                currency=currency_filter or None,
    64|                country=country_filter or None,
    65|                provider=provider_filter or None,
    66|                include_external=bool(external_lookup),
    67|            )
    68|            if hasattr(st, "session_state"):
    69|                st.session_state["wizard_search_results"] = search_payload
    70|        search_state = getattr(st, "session_state", {}).get("wizard_search_results", {"results": [], "warnings": [], "selection_required": True})
    71|        if search_state.get("warnings"):
    72|            st.warning("; ".join(str(w) for w in search_state.get("warnings", [])))
    73|        display_rows = [
    74|            {
    75|                "Name": r.get("name", ""),
    76|                "ISIN": r.get("isin", ""),
    77|                "Ticker": r.get("ticker", ""),
    78|                "Exchange": r.get("exchange", ""),
    79|                "Währung": r.get("currency", ""),
    80|                "Assetklasse": r.get("asset_class", ""),
    81|                "Datenquelle": r.get("data_source", ""),
    82|                "Mapping-Status": r.get("mapping_status", ""),
    83|                "Letzter Kurs": r.get("last_price", ""),
    84|                "Kursdatum": r.get("price_date", ""),
    85|            }
    86|            for r in search_state.get("results", [])
    87|        ]
    88|        show_table(st, display_rows, empty_message="Noch keine Suche ausgeführt oder kein lokaler Treffer. Manuelle Anlage ist möglich.")
    89|
    90|        st.subheader("2. Instrument auswählen oder manuell anlegen")
    91|        result_labels = [f"{i+1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'}" for i, r in enumerate(search_state.get("results", []))]
    92|        chosen_label = st.selectbox("Treffer bewusst auswählen", result_labels, key="wizard_selected_result") if result_labels else None
    93|        selected_result = None
    94|        if chosen_label:
    95|            selected_result = search_state.get("results", [])[int(chosen_label.split('.', 1)[0]) - 1]
    96|            st.success("Instrument ausgewählt. Ticker allein wurde nicht automatisch übernommen; Auswahl ist bewusst erfolgt.")
    97|        with st.expander("Manuell anlegen, falls kein sauberer Treffer vorhanden ist"):
    98|            c_asset = st.selectbox("Assetklasse", ["stock", "etf"], key="wizard_manual_asset")
    99|            c_name = st.text_input("Name", key="wizard_manual_name")
   100|            c_isin = st.text_input("ISIN stark empfohlen", key="wizard_manual_isin")
   101|            c_ticker = st.text_input("Ticker", key="wizard_manual_ticker")
   102|            c_exchange = st.text_input("Exchange", key="wizard_manual_exchange")
   103|            c_currency = st.selectbox("Währung", ["CHF", "EUR", "USD"], key="wizard_manual_currency")
   104|            c_note = st.text_area("Notiz / Quelle zur manuellen Anlage", key="wizard_manual_note")
   105|            st.warning("Manuelle Anlage ohne ISIN erzeugt einen Data-Quality-Hinweis; ISIN und Ticker dürfen nicht beide leer sein.")
   106|            if st.button("Manuelles Instrument speichern", key="wizard_manual_save"):
   107|                try:
   108|                    if not c_isin and not c_ticker:
   109|                        raise ValueError("ISIN oder Ticker ist erforderlich")
   110|                    create_manual_catalog_entry(conn, asset_class=c_asset, name=c_name, currency=c_currency, isin=c_isin, ticker=c_ticker, exchange=c_exchange, note=c_note)
   111|                    st.success("Instrument im lokalen Katalog gespeichert. Bitte anschließend erneut suchen und bewusst auswählen.")
   112|                except Exception as exc:
   113|                    st.error(f"Manuelle Anlage abgelehnt: {exc}")
   114|
   115|        st.subheader("3–4. Depot, Menge, Datum, Einstand und Notiz")
   116|        pos_account_label = st.selectbox("Plattform/Depot", account_labels, key="wizard_position_account") if account_labels else None
   117|        pos_type = st.selectbox("Buchung", ["initial_snapshot", "buy", "partial_sell", "full_sell", "dividend", "etf_distribution", "manual_adjustment"], key="wizard_position_type")
   118|        pos_qty = st.text_input("Menge als Decimal-Text", key="wizard_position_qty")
   119|        pos_date = st.date_input("Snapshot-/Buchungsdatum", key="wizard_position_date")
   120|        default_currency = selected_result.get("currency") if selected_result else "CHF"
   121|        pos_currency = st.selectbox("Originalwährung", ["CHF", "EUR", "USD"], index=["CHF", "EUR", "USD"].index(default_currency) if default_currency in {"CHF", "EUR", "USD"} else 0, key="wizard_position_currency")
   122|        pos_cost = st.text_input("Einstand / Brutto optional — leer = Cost Basis ungewiss", key="wizard_position_cost")
   123|        pos_fx_status = st.selectbox("FX-Status", ["not_needed", "ok", "missing", "manual_override", "manual_override_required"], key="wizard_position_fx_status")
   124|        pos_fx_rate = st.text_input("FX-Kurs zu CHF optional", key="wizard_position_fx_rate")
   125|        pos_fx_source = st.text_input("FX-Quelle optional", key="wizard_position_fx_source")
   126|        pos_note = st.text_area("Notiz — Pflicht bei unvollständiger Historie oder manual_adjustment", key="wizard_position_note")
   127|
   128|        st.subheader("5. Review")
   129|        review = {
   130|            "Instrument": selected_result.get("name") if selected_result else "noch nicht ausgewählt",
   131|            "ISIN": selected_result.get("isin") if selected_result else "",
   132|            "Ticker": selected_result.get("ticker") if selected_result else "",
   133|            "Exchange": selected_result.get("exchange") if selected_result else "",
   134|            "Depot": pos_account_label or "",
   135|            "Buchung": pos_type,
   136|            "Datum": str(pos_date),
   137|            "Cost Basis": "ungewiss" if not pos_cost else "erfasst",
   138|            "FX": pos_fx_status,
   139|        }
   140|        st.write(review)
   141|        pos_confirm = st.checkbox("Ich bestätige: genau diese Position/Transaktion speichern", key="wizard_position_confirm")
   142|        selected_pos_account = _selected(options["accounts"], pos_account_label, _account_label)
   143|        st.subheader("6. Bestätigen")
   144|        if st.button("Bestätigt speichern", key="wizard_position_save", type="primary"):
   145|            try:
   146|                if not selected_result or not selected_result.get("catalog_entry_id"):
   147|                    raise ValueError("Instrument selection is required before saving")
   148|                if not selected_pos_account:
   149|                    raise ValueError("account is required")
   150|                result = add_manual_position_from_catalog(
   151|                    conn,
   152|                    catalog_entry_id=selected_result["catalog_entry_id"],
   153|                    account_id=selected_pos_account["account_id"],
   154|                    position_type=pos_type,
   155|                    quantity_text=pos_qty,
   156|                    trade_date=str(pos_date),
   157|                    currency=pos_currency,
   158|                    cost_basis_original_text=pos_cost or None,
   159|                    fx_status=pos_fx_status,
   160|                    fx_rate_to_chf_text=pos_fx_rate or None,
   161|                    fx_source=pos_fx_source or None,
   162|                    note=pos_note,
   163|                    confirm=bool(pos_confirm),
   164|                )
   165|                st.success("Gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.")
   166|                if result.warnings:
   167|                    st.warning("Datenqualität: " + "; ".join(result.warnings))
   168|            except Exception as exc:
   169|                st.error(f"Speicherung abgelehnt: {exc}")
   170|
   171|    with tabs[1]:
   172|        st.subheader("Mapping Review Queue: PostFinance / True Wealth")
   173|        st.caption("Review-only: Bestätigung schreibt nur Kandidatenstatus + Audit-Log. Kein Initial-Snapshot-Import aus dieser Ansicht.")
   174|        summary = data.get_instrument_import_candidate_summary(conn)
   175|        st.write(summary)
   176|        if st.button("Qwen Review-Hilfe auf sanitizte Kandidaten anwenden", key="instrument_candidate_qwen_resolve"):
   177|            try:
   178|                result = qwen_resolve_staged_candidates(conn)
   179|                st.success("Qwen Review-Hilfe ausgeführt; keine Buchung erstellt.")
   180|                st.write({"qwen_available": result.qwen_available, "model": result.model, "improved": result.improved, "manual_review_remaining": result.manual_review_remaining})
   181|            except Exception as exc:
   182|                st.error(f"Qwen Review-Hilfe abgelehnt: {exc}")
   183|        safe_rows = data.get_instrument_import_candidates(conn, status="exact_isin_match")
   184|        review_rows = [r for r in data.get_instrument_import_candidates(conn) if r.get("mapping_status") in {"needs_manual_review", "probable"}]
   185|        with st.expander("Gruppe 1: Sichere ISIN-Treffer — bereit zur Bestätigung", expanded=True):
   186|            st.caption("Anzeige ohne Mengen/Werte. Exact-ISIN bedeutet review-bereit, nicht importiert.")
   187|            show_table(st, safe_rows)
   188|            safe_labels = [f"{r['candidate_id']} | {r['platform']} | {r.get('proposed_ticker') or r.get('raw_ticker') or ''} | {r.get('proposed_isin') or r.get('raw_isin') or ''}" for r in safe_rows]
   189|            safe_selected = st.selectbox("Sicheren ISIN-Treffer auswählen", safe_labels, key="instrument_candidate_safe_select") if safe_labels else None
   190|            safe_note = st.text_area("Review-Notiz für sichere ISIN-Treffer", key="instrument_candidate_safe_note")
   191|            if st.button("Sicheren Treffer bestätigen", key="instrument_candidate_safe_confirm"):
   192|                try:
   193|                    if not safe_selected:
   194|                        raise ValueError("candidate is required")
   195|                    confirm_candidate(conn, safe_selected.split(" | ", 1)[0], note=safe_note or "Exact-ISIN Treffer manuell bestätigt")
   196|                    st.success("Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.")
   197|                except Exception as exc:
   198|                    st.error(f"Bestätigung abgelehnt: {exc}")
   199|            if st.button("Sicheren Treffer ablehnen", key="instrument_candidate_safe_reject"):
   200|                try:
   201|                    if not safe_selected:
   202|                        raise ValueError("candidate is required")
   203|                    reject_candidate(conn, safe_selected.split(" | ", 1)[0], note=safe_note or "Exact-ISIN Treffer abgelehnt")
   204|                    st.success("Kandidat abgelehnt; Audit-Log geschrieben.")
   205|                except Exception as exc:
   206|                    st.error(f"Ablehnung abgelehnt: {exc}")
   207|        with st.expander("Gruppe 2: Prüfung nötig — ISIN/Exchange/Währung ergänzen", expanded=True):
   208|            st.caption("Ticker allein bleibt blockiert. Mengen/Werte werden nicht angezeigt.")
   209|            show_table(st, review_rows)
   210|            labels = [f"{r['candidate_id']} | {r['platform']} | {r.get('proposed_ticker') or r.get('raw_ticker') or ''} | {r.get('proposed_isin') or r.get('raw_isin') or ''} | {r['mapping_status']}" for r in review_rows]
   211|            selected_label = st.selectbox("Kandidat auswählen", labels, key="instrument_candidate_select") if labels else None
   212|            review_note = st.text_area("Review-Notiz", key="instrument_candidate_note")
   213|            manual_isin = st.text_input("ISIN ergänzen/korrigieren", key="instrument_candidate_isin")
   214|            manual_ticker = st.text_input("Ticker korrigieren", key="instrument_candidate_ticker")
   215|            manual_exchange = st.text_input("Exchange setzen", key="instrument_candidate_exchange")
   216|            manual_currency = st.selectbox("Währung korrigieren", ["", "CHF", "EUR", "USD"], key="instrument_candidate_currency")
   217|            st.info("Als bestätigt speichern bedeutet nur: Status confirmed + Audit-Log. Produktiver Initial Snapshot bleibt blockiert bis explizite Freigabe.")
   218|            if st.button("Resolver erneut anwenden", key="instrument_candidate_resolve"):
   219|                try:
   220|                    if not selected_label:
   221|                        raise ValueError("candidate is required")
   222|                    result = resolve_candidate(conn, selected_label.split(" | ", 1)[0])
   223|                    st.success("Resolver ausgeführt; Status aktualisiert.")
   224|                    st.write(result)
   225|

Use offset=225 to continue reading (showing 35-224 of 423 lines)


from __future__ import annotations

from jarvis_finance.dashboard.components.tables import show_table
from jarvis_finance.equity.manage import (
    add_manual_position_from_catalog,
    create_manual_catalog_entry,
    ensure_standard_broker_accounts,
    get_equity_management_options,
    search_instrument_candidates,
)

PAGE_TITLE = "Position hinzufügen"

def _account_label(row: dict) -> str:
    return f"{row['platform_name']} · {row['account_name']} · {row['currency']}"

def _selected(rows: list[dict], label: str | None, labeler) -> dict | None:
    if not label:
        return None
    for row in rows:
        if labeler(row) == label:
            return row
    return None

def render(st, conn) -> None:
    st.title("Position hinzufügen")
    st.caption("Geführter User-Mode-Wizard für manuelle Positionserfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.")
    st.info("Hauptpfad: Assetklasse wählen → Instrument suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.")

    ensure_standard_broker_accounts(conn)
    options = get_equity_management_options(conn)
    account_labels = [_account_label(row) for row in options["accounts"]]

    st.subheader("1. Assetklasse wählen")
    asset_choice = st.selectbox("Assetklasse", ["Aktie", "ETF", "Crypto", "Cash"], key="position_add_asset_choice")
    if asset_choice in {"Crypto", "Cash"}:
        st.warning("Für diesen Sprint ist die geführte Erfassung für Aktien und ETFs priorisiert. Crypto/Cash werden hier sichtbar vorbereitet, aber noch nicht gespeichert.")
        return
    asset_class = "stock" if asset_choice == "Aktie" else "etf"

    st.subheader("2. Instrument suchen")
    query = st.text_input("ISIN, Name oder Ticker", key="position_add_query")
    currency_filter = st.selectbox("Währung optional", ["", "CHF", "EUR", "USD"], key="position_add_currency")
    exchange_filter = st.text_input("Börse/Exchange optional", key="position_add_exchange")
    country_filter = st.text_input("Land optional", key="position_add_country")
    provider_filter = st.text_input("Provider optional", key="position_add_provider")
    external_lookup = st.checkbox("Provider-Suche bei Klick einbeziehen", key="position_add_external")
    if st.button("Suchen", key="position_add_search"):
        payload = search_instrument_candidates(
            conn,
            query=query,
            asset_class=asset_class,
            exchange=exchange_filter or None,
            currency=currency_filter or None,
            country=country_filter or None,
            provider=provider_filter or None,
            include_external=bool(external_lookup),
        )
        if hasattr(st, "session_state"):
            st.session_state["position_add_search_results"] = payload
    search_state = getattr(st, "session_state", {}).get("position_add_search_results", {"results": [], "warnings": [], "selection_required": True})
    if search_state.get("warnings"):
        st.warning("; ".join(str(w) for w in search_state.get("warnings", [])))
    rows = [
        {
            "Name": r.get("name", ""),
            "ISIN": r.get("isin", ""),
            "Ticker": r.get("ticker", ""),
            "Exchange": r.get("exchange", ""),
            "Währung": r.get("currency", ""),
            "Assetklasse": "Aktie" if r.get("asset_class") == "stock" else "ETF" if r.get("asset_class") == "etf" else r.get("asset_class", ""),
            "Land": r.get("country", ""),
            "Datenquelle": r.get("data_source", ""),
            "Vertrauensstatus": r.get("trust_status", r.get("mapping_status", "Manuell prüfen")),
        }
        for r in search_state.get("results", [])
    ]
    show_table(st, rows, empty_message="Noch keine Suche ausgeführt oder kein Treffer. Manuelle Anlage ist unten möglich.")

    st.subheader("3. Instrument auswählen")
    labels = [f"{i+1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'}" for i, r in enumerate(search_state.get("results", []))]
    chosen = st.selectbox("Treffer auswählen", labels, key="position_add_selected") if labels else None
    selected = search_state.get("results", [])[int(chosen.split('.', 1)[0]) - 1] if chosen else None
    if selected:
        st.success("Treffer ausgewählt. Mehrdeutige Ticker werden nicht automatisch übernommen.")

    with st.expander("Kein Treffer? Instrument manuell anlegen"):
        manual_name = st.text_input("Name", key="position_add_manual_name")
        manual_isin = st.text_input("ISIN stark empfohlen", key="position_add_manual_isin")
        manual_ticker = st.text_input("Ticker", key="position_add_manual_ticker")
        manual_exchange = st.text_input("Exchange", key="position_add_manual_exchange")
        manual_currency = st.selectbox("Währung", ["CHF", "EUR", "USD"], key="position_add_manual_currency")
        manual_note = st.text_area("Notiz / Quelle", key="position_add_manual_note")
        st.warning("Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.")
        if st.button("Manuell anlegen", key="position_add_manual_save"):
            try:
                if not manual_isin and not manual_ticker:
                    raise ValueError("ISIN oder Ticker ist erforderlich")
                create_manual_catalog_entry(conn, asset_class=asset_class, name=manual_name, currency=manual_currency, isin=manual_isin, ticker=manual_ticker, exchange=manual_exchange, note=manual_note)
                st.success("Instrument lokal gespeichert. Bitte erneut suchen und bewusst auswählen.")
            except Exception as exc:
                st.error(f"Manuelle Anlage abgelehnt: {exc}")

    st.subheader("4. Position erfassen")
    account_label = st.selectbox("Plattform/Depot", account_labels, key="position_add_account") if account_labels else None
    transaction_type = st.selectbox("Transaktionstyp", ["Initial Snapshot", "Kauf", "Dividende/Ausschüttung", "Manuelle Korrektur"], key="position_add_tx_type")
    tx_map = {"Initial Snapshot": "initial_snapshot", "Kauf": "buy", "Dividende/Ausschüttung": "dividend", "Manuelle Korrektur": "manual_adjustment"}
    quantity = st.text_input("Menge als Decimal-Text", key="position_add_quantity")
    trade_date = st.date_input("Snapshot-/Buchungsdatum", key="position_add_date")
    default_currency = selected.get("currency") if selected else "CHF"
    currencies = ["CHF", "EUR", "USD"]
    currency = st.selectbox("Originalwährung", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key="position_add_pos_currency")
    cost_basis = st.text_input("Einstand / Cost Basis optional", key="position_add_cost_basis")
    fees = st.text_input("Gebühren optional — für MVP nur in Notiz/Review berücksichtigt", key="position_add_fees")
    fx_status = st.selectbox("FX-Status", ["not_needed", "ok", "missing", "manual_override", "manual_override_required"], key="position_add_fx_status")
    fx_rate = st.text_input("FX-Kurs zu CHF optional", key="position_add_fx_rate")
    fx_source = st.text_input("FX-Quelle optional", key="position_add_fx_source")
    note = st.text_area("Notiz — Pflicht bei unvollständiger Historie oder Korrektur", key="position_add_note")

    st.subheader("5. Review")
    review = {
        "Instrument": selected.get("name") if selected else "noch nicht ausgewählt",
        "ISIN": selected.get("isin") if selected else "",
        "Ticker": selected.get("ticker") if selected else "",
        "Exchange": selected.get("exchange") if selected else "",
        "Depot": account_label or "",
        "Transaktion": transaction_type,
        "Datum": str(trade_date),
        "Cost Basis": "ungewiss" if not cost_basis else "erfasst",
        "Gebühren": "notiert" if fees else "keine/fehlt",
        "FX": fx_status,
    }
    st.write(review)
    confirmed = st.checkbox("Ich habe die Review-Zusammenfassung geprüft und bestätige die Speicherung", key="position_add_confirm")

    st.subheader("6. Bestätigen")
    selected_account = _selected(options["accounts"], account_label, _account_label)
    if st.button("Position speichern", key="position_add_save", type="primary"):
        try:
            if not selected or not selected.get("catalog_entry_id"):
                raise ValueError("Instrument muss vor Speicherung ausgewählt werden")
            if not selected_account:
                raise ValueError("Depot/Konto ist erforderlich")
            final_note = note if not fees else f"{note}\nFees noted: {fees}".strip()
            result = add_manual_position_from_catalog(
                conn,
                catalog_entry_id=selected["catalog_entry_id"],
                account_id=selected_account["account_id"],
                position_type=tx_map[transaction_type],
                quantity_text=quantity,
                trade_date=str(trade_date),
                currency=currency,
                cost_basis_original_text=cost_basis or None,
                fx_status=fx_status,
                fx_rate_to_chf_text=fx_rate or None,
                fx_source=fx_source or None,
                note=final_note,
                confirm=bool(confirmed),
            )
            st.success("Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.")
            if result.warnings:
                st.warning("Datenqualität: " + "; ".join(result.warnings))
        except Exception as exc:
            st.error(f"Speicherung abgelehnt: {exc}")


from . import page_16_data_quality_center
from . import page_17_position_add


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py
@@ -17,6 +17,7 @@
 from . import page_14_import_wizard
 from . import page_15_manual_review_queue
 from . import page_16_data_quality_center
+from . import page_17_position_add

 PAGES = [
     page_00_command_center,


    page_16_data_quality_center,
    page_17_position_add,
]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py
@@ -37,4 +37,5 @@
     page_14_import_wizard,
     page_15_manual_review_queue,
     page_16_data_quality_center,
+    page_17_position_add,
 ]


USER_PAGE_TITLES = ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "Reports"]

USER_PAGE_TITLES = ["Command Center", "Crypto", "Wallets", "Reports"]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -10,7 +10,7 @@
 from jarvis_finance.storage.database import connect
 from jarvis_finance.storage.migrations import apply_migrations

-USER_PAGE_TITLES = ["Command Center", "Crypto", "Wallets", "Reports"]
+USER_PAGE_TITLES = ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "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"}


TITLE_ALIASES = {"Settings / Data Quality": "Settings", "Data Quality Center": "Data Quality", "Equities/ETFs": "Aktien & ETFs"}

TITLE_ALIASES = {"Settings / Data Quality": "Settings", "Data Quality Center": "Data Quality"}


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -12,7 +12,7 @@

 USER_PAGE_TITLES = ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "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"}
+TITLE_ALIASES = {"Settings / Data Quality": "Settings", "Data Quality Center": "Data Quality", "Equities/ETFs": "Aktien & ETFs"}

 def safe_connect_existing_db(db_path: Path) -> Connection | None:


    a, b, c, d = st.columns(4)
    if a.button("+ Position hinzufügen", key="cc_position_add"):
        if hasattr(st, "session_state"):
            st.session_state["jarvis_requested_page"] = "Position hinzufügen"
        a.success("Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.")
    if b.button("Preise aktualisieren", key="cc_price_refresh"):

    a, b, c, d = st.columns(4)
    if a.button("Preise aktualisieren", key="cc_price_refresh"):


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py
@@ -54,7 +54,11 @@

     st.subheader("Schnellaktionen")
     a, b, c, d = st.columns(4)
-    if a.button("Preise aktualisieren", key="cc_price_refresh"):
+    if a.button("+ Position hinzufügen", key="cc_position_add"):
+        if hasattr(st, "session_state"):
+            st.session_state["jarvis_requested_page"] = "Position hinzufügen"
+        a.success("Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.")
+    if b.button("Preise aktualisieren", key="cc_price_refresh"):
         a.spinner("Lokale CHF-Preise werden aktualisiert …")
         result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency="CHF", only_missing=True, sleep_seconds=1.0)
         a.success(f"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}")


terminal

python -m compileall src tests && pytest -q tests/unit/test_dashboard_functional_ux_stabilization.py::test_auto_streamlit_page_stubs_are_not_present tests/unit/test_dashboard_functional_ux_stabilization.py::test_position_add_page_is_user_mode_wizard_without_technical_ids tests/unit/test_equity_manage.py::test_provider_lookup_classes_skip_missing_keys_and_cache_results tests/unit/test_equity_manage.py::test_search_candidates_uses_external_providers_only_on_explicit_click -q


Output:
Listing 'src'...
Listing 'src/jarvis_finance'...
Listing 'src/jarvis_finance/audit'...
Listing 'src/jarvis_finance/cli'...
Listing 'src/jarvis_finance/config'...
Listing 'src/jarvis_finance/crypto'...
Listing 'src/jarvis_finance/dashboard'...
Listing 'src/jarvis_finance/dashboard/components'...
Compiling 'src/jarvis_finance/dashboard/main.py'...
Listing 'src/jarvis_finance/dashboard/pages'...
Listing 'src/jarvis_finance/dashboard/views'...
Compiling 'src/jarvis_finance/dashboard/views/__init__.py'...
Compiling 'src/jarvis_finance/dashboard/views/page_00_command_center.py'...
Compiling 'src/jarvis_finance/dashboard/views/page_17_position_add.py'...
Listing 'src/jarvis_finance/equity'...
Compiling 'src/jarvis_finance/equity/manage.py'...
Listing 'src/jarvis_finance/fx'...
Listing 'src/jarvis_finance/imports'...
Listing 'src/jarvis_finance/ledger'...
Listing 'src/jarvis_finance/market'...
Listing 'src/jarvis_finance/market_data'...
Compiling 'src/jarvis_finance/market_data/catalog.py'...
Listing 'src/jarvis_finance/models'...
Listing 'src/jarvis_finance/quality'...
Listing 'src/jarvis_finance/reports'...
Listing 'src/jarvis_finance/reports/templates'...
Listing 'src/jarvis_finance/runtime'...
Listing 'src/jarvis_finance/storage'...
Listing 'src/jarvis_finance.egg-info'...
Listing 'tests'...
Listing 'tests/fixtures'...
Listing 'tests/integration'...
Listing 'tests/unit'...
Compiling 'tests/unit/test_dashboard_functional_ux_stabilization.py'...
Compiling 'tests/unit/test_equity_manage.py'...
....                                                                     [100%]


patch

            names = [name for name in USER_PAGE_TITLES if name in page_map]
            requested = st.session_state.pop("jarvis_requested_page", None) if hasattr(st, "session_state") else None
            default_index = names.index(requested) if requested in names else 0
            selected = st.sidebar.radio("Hauptnavigation", names, index=default_index)

            names = [name for name in USER_PAGE_TITLES if name in page_map]
            selected = st.sidebar.radio("Hauptnavigation", names, index=0)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py
@@ -83,7 +83,9 @@
         st.sidebar.markdown("---")
         if mode == "User Mode":
             names = [name for name in USER_PAGE_TITLES if name in page_map]
-            selected = st.sidebar.radio("Hauptnavigation", names, index=0)
+            requested = st.session_state.pop("jarvis_requested_page", None) if hasattr(st, "session_state") else None
+            default_index = names.index(requested) if requested in names else 0
+            selected = st.sidebar.radio("Hauptnavigation", names, index=default_index)
             st.sidebar.caption("Technische IDs und Rohdaten sind im User Mode ausgeblendet.")
         else:
             user_default = [name for name in USER_PAGE_TITLES if name in page_map]


        b.spinner("Lokale CHF-Preise werden aktualisiert …")
        result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency="CHF", only_missing=True, sleep_seconds=1.0)
        b.success(f"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}")

        a.spinner("Lokale CHF-Preise werden aktualisiert …")
        result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency="CHF", only_missing=True, sleep_seconds=1.0)
        a.success(f"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py
@@ -59,9 +59,9 @@
             st.session_state["jarvis_requested_page"] = "Position hinzufügen"
         a.success("Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.")
     if b.button("Preise aktualisieren", key="cc_price_refresh"):
-        a.spinner("Lokale CHF-Preise werden aktualisiert …")
+        b.spinner("Lokale CHF-Preise werden aktualisiert …")
         result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency="CHF", only_missing=True, sleep_seconds=1.0)
-        a.success(f"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}")
+        b.success(f"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}")
     if b.button("Crypto-Report erzeugen", key="cc_crypto_report"):
         try:
             b.spinner("Crypto-Report wird aus lokalen Daten erzeugt …")


Explanation:
**Considering button arrangement**

I'm thinking about the buttons on "b," and even though they’re in the same column, I could still arrange the buttons as a, b, c, d, and e without any issues. It seems pretty straightforward, but I also want to incorporate a trust status for clarity. That could help users understand the significance of each button better! So, let's look at how best to present this arrangement with the trust status included.

    provider_symbol: str | None = None
    provider_market: str | None = None
    country: str | None = None
    hedge_status: str = "unknown"

    provider_symbol: str | None = None
    provider_market: str | None = None
    hedge_status: str = "unknown"


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -66,6 +66,7 @@
     provider: str | None = None
     provider_symbol: str | None = None
     provider_market: str | None = None
+    country: str | None = None
     hedge_status: str = "unknown"
     instrument_status: str = "unknown"
     confidence: str = "low"


provider_market=row["provider_market"], country=row["country"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",

provider_market=row["provider_market"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -306,7 +306,7 @@
         CatalogSearchResult(
             catalog_entry_id=row["catalog_entry_id"], asset_class=row["asset_class"], name=row["name"], isin=row["isin"], ticker=row["ticker"], exchange=row["exchange"],
             trading_currency=row["trading_currency"], instrument_currency=row["instrument_currency"], provider=row["provider"], provider_symbol=row["provider_symbol"],
-            provider_market=row["provider_market"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",
+            provider_market=row["provider_market"], country=row["country"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",
             confidence=row["source_confidence"] or "low", source="local_catalog", evidence_note="local catalog match",
         )
         for row in rows


                            provider_market=item.provider_market,
                            country=item.country,
                            source=item.source,

                            provider_market=item.provider_market,
                            source=item.source,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -344,6 +344,7 @@
                             provider=item.provider or getattr(provider, "name", "external"),
                             provider_symbol=item.provider_symbol,
                             provider_market=item.provider_market,
+                            country=item.country,
                             source=item.source,
                             source_confidence=item.confidence if item.confidence in CONFIDENCES else "low",
                             notes=item.evidence_note,


results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, country=str(item.get("country") or "").strip().upper() or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))

results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -194,7 +194,7 @@
             if not symbol and not name:
                 continue
             inferred_class = asset_class or ("etf" if "etf" in name.lower() else "stock")
-            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))
+            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, country=str(item.get("country") or "").strip().upper() or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))
         return results


        if country and (getattr(r, "country", None) or "").upper() != country.upper():
            continue
        row = {

        # country is prepared for future provider-enriched catalog entries; current result object may not include it.
        row = {


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -364,7 +364,8 @@
             continue
         if provider and (r.provider or "").lower() != provider.lower():
             continue
-        # country is prepared for future provider-enriched catalog entries; current result object may not include it.
+        if country and (getattr(r, "country", None) or "").upper() != country.upper():
+            continue
         row = {
             "catalog_entry_id": r.catalog_entry_id or "",
             "name": r.name,


            "asset_class": r.asset_class,
            "country": getattr(r, "country", None) or "",
            "data_source": r.source,

            "asset_class": r.asset_class,
            "data_source": r.source,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -374,6 +374,7 @@
             "exchange": r.exchange or "",
             "currency": r.trading_currency or r.instrument_currency or "",
             "asset_class": r.asset_class,
+            "country": getattr(r, "country", None) or "",
             "data_source": r.source,
             "mapping_status": "exact_isin_match" if r.isin and q.upper() == (r.isin or "").upper() else ("manual_selection_required" if (r.ticker or "").upper() == q.upper() else "candidate"),
             "confidence": r.confidence,


            "mapping_status": "exact_isin_match" if r.isin and q.upper() == (r.isin or "").upper() else ("manual_selection_required" if (r.ticker or "").upper() == q.upper() else "candidate"),
            "trust_status": "Eindeutig" if r.isin and q.upper() == (r.isin or "").upper() else ("Manuell prüfen" if (r.ticker or "").upper() == q.upper() else ("Wahrscheinlich" if r.confidence == "medium" else "Unsicher")),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -377,6 +377,7 @@
             "country": getattr(r, "country", None) or "",
             "data_source": r.source,
             "mapping_status": "exact_isin_match" if r.isin and q.upper() == (r.isin or "").upper() else ("manual_selection_required" if (r.ticker or "").upper() == q.upper() else "candidate"),
+            "trust_status": "Eindeutig" if r.isin and q.upper() == (r.isin or "").upper() else ("Manuell prüfen" if (r.ticker or "").upper() == q.upper() else ("Wahrscheinlich" if r.confidence == "medium" else "Unsicher")),
             "confidence": r.confidence,
             "last_price": "",
             "price_date": "",


terminal

python -m compileall src tests && pytest -q


Output:
Listing 'src'...
Listing 'src/jarvis_finance'...
Listing 'src/jarvis_finance/audit'...
Listing 'src/jarvis_finance/cli'...
Listing 'src/jarvis_finance/config'...
Listing 'src/jarvis_finance/crypto'...
Listing 'src/jarvis_finance/dashboard'...
Listing 'src/jarvis_finance/dashboard/components'...
Compiling 'src/jarvis_finance/dashboard/main.py'...
Listing 'src/jarvis_finance/dashboard/pages'...
Listing 'src/jarvis_finance/dashboard/views'...
Compiling 'src/jarvis_finance/dashboard/views/page_00_command_center.py'...
Listing 'src/jarvis_finance/equity'...
Compiling 'src/jarvis_finance/equity/manage.py'...
Listing 'src/jarvis_finance/fx'...
Listing 'src/jarvis_finance/imports'...
Listing 'src/jarvis_finance/ledger'...
Listing 'src/jarvis_finance/market'...
Listing 'src/jarvis_finance/market_data'...
Compiling 'src/jarvis_finance/market_data/catalog.py'...
Listing 'src/jarvis_finance/models'...
Listing 'src/jarvis_finance/quality'...
Listing 'src/jarvis_finance/reports'...
Listing 'src/jarvis_finance/reports/templates'...
Listing 'src/jarvis_finance/runtime'...
Listing 'src/jarvis_finance/storage'...
Listing 'src/jarvis_finance.egg-info'...
Listing 'tests'...
Listing 'tests/fixtures'...
Listing 'tests/integration'...
Listing 'tests/unit'...
........................................................................ [ 27%]
..............................F......................................... [ 55%]
.........................................F.............................. [ 82%]
.............................................                            [100%]
=================================== FAILURES ===================================
_ test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent _

    def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:
>       assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Reports"]
E       AssertionError: assert ['Command Cen...n', 'Reports'] == ['Command Cen...s', 'Reports']
E
E         At index 3 diff: 'Aktien & ETFs' != 'Reports'
E         Left contains 2 more items, first extra item: 'Position hinzufügen'
E         Use -v to get more diff

tests/unit/test_dashboard_usability_simplification.py:20: AssertionError
_________________ test_provider_lookup_failure_does_not_crash __________________

    def test_provider_lookup_failure_does_not_crash() -> None:
        conn = setup_conn()
        results, warnings = search_instruments(conn, 'ABC', providers=[UnavailableCatalogLookupProvider()])
        assert results == []
>       assert 'provider_lookup_unavailable' in warnings
E       AssertionError: assert 'provider_lookup_unavailable' in ['external instrument lookup is not configured']

tests/unit/test_instrument_catalog_manual_add.py:137: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_dashboard_usability_simplification.py::test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent
FAILED tests/unit/test_instrument_catalog_manual_add.py::test_provider_lookup_failure_does_not_crash
2 failed, 259 passed in 14.97s


Explanation:
**Determining code updates**

I'm wrestling with whether to update the tests or the code itself. I think for the "Unavailable" case, I need to ensure we preserve the `provider_lookup_unavailable`. I'll update `LookupUnavailable` to work with "external..." and map it to `provider_lookup_unavailable`, but I need to be careful with the `_missing?` logic as well. It's a bit tricky, but I want to make sure everything functions correctly!


     1|from __future__ import annotations
     2|
     3|from pathlib import Path
     4|
     5|from jarvis_finance.dashboard import data as dashboard_data
     6|from jarvis_finance.dashboard import main as dashboard_main
     7|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports
     8|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS
     9|
    10|
    11|def _visible_text(st: FakeStreamlit) -> str:
    12|    parts: list[str] = []
    13|    for _name, args, kwargs in st.calls:
    14|        parts.extend(str(arg) for arg in args)
    15|        parts.extend(str(value) for value in kwargs.values())
    16|    return "\n".join(parts)
    17|
    18|
    19|def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:
    20|    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Reports"]
    21|    assert "Watchlist" not in dashboard_main.get_user_navigation_titles()
    22|    assert "Equities/ETFs" not in dashboard_main.get_user_navigation_titles()
    23|    assert sorted(Path("src/jarvis_finance/dashboard/pages").glob("[0-9][0-9]_*.py")) == []
    24|
    25|
    26|def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:
    27|    conn = setup_multi_wallet_crypto_conn()
    28|    conn.execute(
    29|        "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','market','crypto_asset','asset-btc','missing_crypto_price','asset_id raw should not leak','active','now','now',1,'d1','f1')"
    30|    )
    31|    st = FakeStreamlit()
    32|    page_00_command_center.render(st, conn)
    33|    text = _visible_text(st)
    34|    assert "Was ist wichtig?" in text
    35|    important_lines = [args[0] for name, args, _ in st.calls if name == "markdown" and args and str(args[0]).startswith("**Wichtig:**")]
    36|    assert len(important_lines) <= 3
    37|    forbidden = TECHNICAL_FIELDS | {"asset-btc", "rule_id", "entity_id", "productive initial crypto snapshot import"}
    38|    assert all(item not in text for item in forbidden)
    39|    assert "Top 5 Crypto-Positionen" in text
    40|
    41|
    42|def test_crypto_page_uses_compact_position_columns_and_detail_panel() -> None:
    43|    conn = setup_multi_wallet_crypto_conn()
    44|    st = FakeStreamlit()
    45|    page_04_crypto.render(st, conn)
    46|    text = _visible_text(st)
    47|    assert "Position auswählen" in text
    48|    assert "Coin Detail" in text
    49|    table_rows = [args[0] for name, args, _ in st.calls if name == "dataframe" and args and isinstance(args[0], list)]
    50|    compact_rows = next(rows for rows in table_rows if rows and "gesamtwert_chf" in rows[0])
    51|    assert set(compact_rows[0]) == {"coin", "symbol", "gesamtmenge", "gesamtwert_chf", "anteil", "wallets", "status"}
    52|    assert "kurs_chf" not in compact_rows[0]
    53|
    54|
    55|def test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode() -> None:
    56|    conn = setup_multi_wallet_crypto_conn()
    57|    expected = {
    58|        "Bestand hinzufügen": "Bestand hinzufügen — Formular",
    59|        "Bestand korrigieren": "Korrigieren — Formular",
    60|        "Transfer": "Transfer — Formular",
    61|

Use offset=61 to continue reading (showing 1-60 of 114 lines)


patch

    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "Reports"]
    assert "Watchlist" not in dashboard_main.get_user_navigation_titles()
    assert "Equities/ETFs" not in dashboard_main.get_user_navigation_titles()

    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Reports"]
    assert "Watchlist" not in dashboard_main.get_user_navigation_titles()
    assert "Equities/ETFs" not in dashboard_main.get_user_navigation_titles()


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py
@@ -17,7 +17,7 @@

 def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:
-    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Reports"]
+    assert dashboard_main.get_user_navigation_titles() == ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "Reports"]
     assert "Watchlist" not in dashboard_main.get_user_navigation_titles()
     assert "Equities/ETFs" not in dashboard_main.get_user_navigation_titles()
     assert sorted(Path("src/jarvis_finance/dashboard/pages").glob("[0-9][0-9]_*.py")) == []

/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


        except LookupUnavailable as exc:
            warning = str(exc) or "provider_lookup_unavailable"
            if warning == "external instrument lookup is not configured":
                warning = "provider_lookup_unavailable"
            warnings.append(warning)

        except LookupUnavailable as exc:
            warning = str(exc) or "provider_lookup_unavailable"
            warnings.append(warning)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -321,6 +321,8 @@
             external = provider.search(query=query, asset_class=asset_class)
         except LookupUnavailable as exc:
             warning = str(exc) or "provider_lookup_unavailable"
+            if warning == "external instrument lookup is not configured":
+                warning = "provider_lookup_unavailable"
             warnings.append(warning)
             create_alert(conn, priority="info", category="market_data", entity_type="instrument_catalog", entity_id="external_lookup", rule_id=warning, message="External instrument catalog provider is not configured or unavailable.", evidence={"provider": getattr(provider, "name", "unknown")}, fingerprint=f"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}:{warning}")
             continue


[Your active task list was preserved across context compression]
- [>] ux-1. Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen (in_progress)
- [ ] ux-2. Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden (pending)
- [ ] ux-3. Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren (pending)
- [ ] ux-4. Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen (pending)
- [ ] ux-5. Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen (pending)


Explanation:
**Continuing progress**

I’m thinking we need to continue from the current state. I know I must use the available tools and inspect the git and tests. It’s interesting because maybe I've already loaded some skills like finance and test-driven development (TDD). So, I should probably proceed with those in mind to ensure I’m staying on track. Let’s keep moving forward and see where it leads!

todo

Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen

Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden

Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren

Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen

Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen


terminal

Output:
M src/jarvis_finance/dashboard/main.py
 M src/jarvis_finance/dashboard/views/__init__.py
 M src/jarvis_finance/dashboard/views/page_00_command_center.py
 M src/jarvis_finance/equity/manage.py
 M src/jarvis_finance/market_data/catalog.py
 M tests/unit/test_dashboard_functional_ux_stabilization.py
 M tests/unit/test_dashboard_usability_simplification.py
 M tests/unit/test_equity_manage.py
?? src/jarvis_finance/dashboard/views/page_17_position_add.py
........................................................................ [ 27%]
........................................................................ [ 55%]
........................................................................ [ 82%]
.............................................                            [100%]
261 passed in 13.65s


Explanation:
**Inspecting cache table**

I need to check if the cache table exists among the providers. It seems like an important step to ensure everything runs smoothly. I'll probably use a read operation to verify its existence before proceeding. Just making sure that I cover all my bases here; it’s crucial not to miss this detail, as it could affect the entire process. Let's double-check that cache table and move ahead once I'm sure!