{"role": "user", "content": "[M G] Danke. Der Crypto Price Update MVP ist akzeptiert.\n\nDie Umsetzung ist grundsätzlich sinnvoll:\n\n* lokaler Preis-Cache\n* kein Live-API-Call im Dashboard/Report\n* 429-Handling\n* Git-Safety sauber\n* Tests grün\n* Runtime-Daten außerhalb Git\n\nAllerdings bist du vom vorher vereinbarten Ablauf abgewichen. Das ist in diesem Fall nicht schlimm, weil der Preisupdate-Block nützlich ist. Bitte jetzt aber wieder kontrolliert auf die nächsten Prioritäten einschwenken.\n\nAktueller Stand:\n\n* Commit 3aa67d8 ist akzeptiert.\n* Preisupdate funktioniert technisch.\n* Aber nur 6 von 20 aktiven Crypto Assets hatten frische CHF-Preise.\n* 14 Assets hatten Warnings/Stale/Provider-Limit-Themen.\n* BTC-Test wurde noch nicht abgeschlossen.\n* Equity/ETF Manage UI wurde noch nicht begonnen.\n\nBitte jetzt wie folgt weiterfahren:\n\n## Teil 1: Crypto Price Update robuster machen\n\nBitte verbessere zuerst den Preisupdate-Mechanismus, bevor wir echte Reports mit Preisen ernsthaft nutzen.\n\nZiel:\nMöglichst alle vorhandenen Crypto Assets mit CoinGecko-ID sollen lokale CHF-Preise erhalten, ohne Dashboard-Live-API und ohne Rate-Limit-Crash.\n\nBitte implementiere:\n\n1. Batch-Abfrage prüfen/umsetzen\n\n* Wenn CoinGecko mehrere IDs in einem Request unterstützt, bitte nutzen.\n* Dadurch weniger API-Calls.\n* Kein Abruf pro Coin, falls Batch möglich ist.\n\n2. Konservatives Throttling\n\n* Pause zwischen Requests\n* konfigurierbar:\n\n  * --sleep-seconds\n  * --max-retries\n  * --initial-backoff\n  * --max-backoff\n\n3. CLI-Optionen ergänzen\n   Bitte vorbereiten/implementieren:\n\n* --only-missing\n* --only-stale\n* --only-symbol SYMBOL\n* --limit N\n* --dry-run\n* --currency CHF\n\n4. Bessere Summary\n   Bitte nach Update nur aggregiert ausgeben:\n\n* total assets\n* updated\n* cached\n* skipped\n* stale\n* warnings\n* errors\n* assets still missing local price\n* keine echten Mengen/Werte\n\n5. Data Quality\n\n* Für Assets ohne frischen Preis Data-Quality-Alert erzeugen oder aktualisieren.\n* Alert-Dedupe respektieren.\n* Keine Alert-Flut.\n\n6. Tests\n   Bitte Tests ergänzen für:\n\n* Batch-Request\n* --only-missing\n* --only-stale\n* --only-symbol\n* --limit\n* --dry-run\n* Rate-Limit mit Backoff\n* Alert-Dedupe bei fehlenden Preisen\n\nDanach bitte produktiv gegen Runtime-DB nochmals ausführen, aber vorsichtig und ohne echte Werte im Chat.\n\nBitte berichten:\n\n* Anzahl Assets total\n* Anzahl Assets mit frischem CHF-Preis\n* Anzahl weiterhin ohne frischen Preis\n* Anzahl Warnings/Errors\n* keine Preise/Werte/Mengen ausgeben\n\n## Teil 2: BTC-Test nachholen\n\nDanach bitte den BTC-Test wie zuletzt entschieden nachholen:\n\nOption A:\nBTC mit allen BTC-Wallet-Holdings aus Excel importieren.\n\nBedingungen:\n\n* Nur Bitcoin BTC\n* Coin-Name: Bitcoin\n* Symbol: BTC\n* CoinGecko-ID: bitcoin\n* Mapping-Status: selected\n* Snapshot-Datum: 31.12.2025\n* Alle BTC-Wallet-Holdings aus der echten Excel-Datei übernehmen\n* Pro BTC-Wallet mit Bestand genau eine initial_snapshot_addition bzw. initial_snapshot-Holding erzeugen\n* Mengen exakt als Decimal/Text übernehmen\n* Keine Float-Konvertierung\n* Keine echten Mengen/Werte im Chat\n* Keine anderen Coins importieren\n* Audit-Log Pflicht\n* Keine doppelte Holding für asset_id + wallet_id\n* Legacy-CHF-Werte ignorieren\n* Git-Safety vor/nachher prüfen\n\nBericht nur aggregiert:\n\n* BTC-Test durchgeführt: ja/nein\n* Anzahl BTC-Wallet-Holdings importiert\n* Asset-Anzahl erhöht: ja/nein\n* Holding-Anzahl erhöht: ja/nein\n* Audit-Logs erstellt: ja/nein\n* Doppelte Holdings: ja/nein\n* Fehler/Warnings\n* Git-Safety Ergebnis\n* Git Status\n\n## Teil 3: Danach Equity/ETF Manage UI\n\nErst wenn Teil 1 und Teil 2 sauber sind, bitte mit der Equity/ETF Manage UI beginnen.\n\nZiel:\nAktien und ETFs aus PostFinance, True Wealth und Raiffeisen später im Dashboard erfassen, korrigieren und als Initial Snapshot übernehmen können — auditierbar und ohne stilles Überschreiben.\n\nGrundlogik:\n\n* Für Aktien/ETFs ist ISIN die primäre Identifikation.\n* Ticker und Exchange sind Zusatzinformationen.\n* Positionen werden über initial_position_snapshot, buy, sell, dividend, fee oder manual_adjustment abgebildet.\n* Jede Änderung braucht\nAudit-Log.\n* Fremdwährungen USD/EUR brauchen FX-Kurs und CHF-Gegenwert.\n* Keine Scheingenauigkeit, wenn Kaufhistorie, Gebühren oder historische FX fehlen.\n* Erst mit synthetischen Daten und Dummy-Depots bauen.\n* Keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren.\n\nBitte vormerken für die Equity/ETF Manage UI:\n\n* Aktie/ETF als Initial Snapshot hinzufügen\n* Buy\n* Partial Sell\n* Full Sell\n* Dividend\n* ETF Distribution\n* Fee\n* Manual Adjustment\n* ISIN Pflicht oder stark empfohlen\n* ISIN/Ticker dürfen nicht beide leer sein\n* Währung Pflicht\n* Depot/Konto Pflicht\n* FX bei Fremdwährung\n* Audit-Log Pflicht\n* Notiz Pflicht bei manual_adjustment oder unvollständiger Historie\n\n## Weitere Funktionsmodule bitte vormerken, aber noch nicht bauen\n\nBitte für später als Backlog vormerken:\n\n1. Portfolio Health Seite\n\n* Gesamtwert CHF\n* Assetklassen\n* Plattformen\n* Datenqualität\n* Cashquote\n* fehlende Preise/FX\n\n2. Reconciliation / Abgleich-Seite\n\n* Dashboard-Bestand vs. letzter Snapshot\n* manuelle Prüfung „Bestand geprüft am Datum X“\n* Differenzen sichtbar machen\n\n3. Data Quality Center\n\n* fehlende Preise\n* stale prices\n* fehlende FX\n* fehlende ISIN\n* fehlende CoinGecko-ID\n* unvollständige Historie\n\n4. Manual Review Queue\n\n* ausgelassene Coins\n* unsichere Mappings\n* offene Alerts\n* offene Datenqualitätsprobleme\n\n5. Backup / Restore\n\n* Runtime-DB Backup\n* verschlüsseltes Backup optional\n* Restore-Test später\n\n6. Safe Mode / Read-only Mode\n\n* Dashboard im Lesemodus\n* Schreibfunktionen bewusst aktivieren\n* Schutz gegen versehentliche Änderungen\n\nBitte jetzt zuerst Teil 1 umsetzen, dann Teil 2, dann Teil 3. Keine echten Aktien-/ETF-Daten importieren.", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "user", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 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.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "assistant", "content": "", "tool_calls": [{"id": "call_UTbBdGRdoFfO2bytmb3vN09t", "call_id": "call_UTbBdGRdoFfO2bytmb3vN09t", "response_item_id": "fc_09516b48ea7a6ed6016a078f6f6b508191b6968ff0619c3771", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"pytest -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB49vIIe0r70aEvh1bXJ_I-yxm684ZUj9zpi4yTLc8K59b7lOU0i7loo1gE4Q0eQ3lEUUJyDOCPAMAo0ER5_TXmOgnNZGiPfUPNd1G67eF1SwsDDIPWcLWf58n78-LthtppG4KgfhecjbDIh9sjHRbCmrGE6suA5-wMgO8fY5Lk56eFihwTD-PaM-fMEPYkkPYozIsydn1ZW_pFOjy7vOIdxiHXmrFQjGnugTYRk-KT0Fl6gmfv9JSr0YdSOt2hdJwKgLDWeVE0B48dbiCeiRB_4rm3BYDB57gPsXwtXg-toJ3Sd9cGdJQnelZdEidFaQAz0J7tVOhcH7rS60S9fK6HDY5OgvMqRbg34vwP65qyYFAHLoCgEho2h8aqOUkbZaBBveulyA7G9MSrigz7Xsat0pqcjKcXjcgaoi9nY4eT3nM08LLlMMx6zhkKDTgWpqGdrsELROrTZEns4n_l6bssIJbS731-FIVQ7UMIg7IU55VI8JsdvSaIhOk7LQgqk_eDZdBhTmMZ7c2iA1NNd7XdYjV0R17sUycFbMFpvCP9mbw_od5lCbmjjADVNllHuY1Zak-_i1y4PN9nUWxJy3mDRFFye4AIk14WqL3sG45e9AEEcmaPAJlX_icWFY0mMTHr_vJQy3tfaRQSJxrbC54-c0zv0P54763-y7qMm3QNh2aj1of9gYoK-miwYpW-tQv0n5MmpE2rLUZhOBL7-7ETSIm1CvisORrU4gqjV3DpQQXfOMIFKZ0HrNVxnmIcKkE_CPF9U8no8VzgAdJbyB17jII2f4wPrgRymGjKIXZ4LNd3WWsaPLRKsivuyerXj_PEoptjF7VRG1kVDupXsVNypJFc4RPbWyxCtSCr5KfnKKNbovMU9dvrO6L-TXM0GEaJAjlKFAf1-Bfca4DalJeRXKDxqc6xsmZFA6oNIdJpuHUSjsn6-h-4vtubrrQYmE9_z2ZwS4jV3Q20RZvUFkI3zrhMvOA3DH-SRq-mPlLisnTothgvrikADy-EnFwgykuIF2kttYsyxy_arAEQqAxujsrA==", "id": "rs_09516b48ea7a6ed6016a078f6e15f08191b878de8e3b64d637", "summary": []}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[terminal] ran `pytest -q` -> exit 0, 1 lines output", "tool_call_id": "call_UTbBdGRdoFfO2bytmb3vN09t", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_YaMOyVC2Lei5d6oSEiw1Hx1j", "call_id": "call_YaMOyVC2Lei5d6oSEiw1Hx1j", "response_item_id": "fc_09516b48ea7a6ed6016a078f858808819182467e98e79ec08c", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Tests für Suche, Wizard-Safety, Snapshots, FX/Audit/DQ ergänzen\",\"id\":\"manual-4\",\"status\":\"completed\"},{\"content\":\"Compile, pytest, Git-Safety, Commit und Push ausführen\",\"id\":\"manual-5\",\"status\":\"in_progress\"}]}"}}], "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4-FLFlCCQtOZSNtmE19HSFQCAvNKPBVN2W0H_dULnd9c8p2NufoI-TsIghWnDCePMAxHi6jVs6YEfbLqSz-5Zim1pMM8Bo8ucSQGQ6a9YEsfmYH2E9TlxkxYiS0N9YPaFcSAzGIPPRNblAHEyIqLXR4S9dIlEYN7rtgv63g_Hd2JP3GzoZhgUlpRw5DpCqUcEyzBiuAVZeh_WXa8h61sFkawCdJ4zS9Y0qmKPUhcBA7gsMoRP_OBr0R5hN2d9cseGnzroLM5nbqG7eVh-YvEz8_NqM-ONwmLz8NwY2SVxSuLUsbSFpmkQajzgfbvqOVB77OdBp2gKAleQ5ExMFXHqtHHNrigTrr_gomDkepqQ-RixKDmnLI9p_HWSGANLTq3_es1h7GDG_pWKb3iprKL35Pm1O2NsiQK0d43pcrhG0ZmLuh0AF4IBj04PEaNw7tbC8GqUDdmh7tFr9mGL5o9ZNjZuEHtKJOyIDCNpxvGTVajlFzyKN4SyLB1Rqcuq4zCtHpPgAA5Awe0xaxiA1SizywEmOY0BhtGUj16CTHOIBjmsvbbCfOrbr5UVVO3koAOex6I0-lX9C1WRSO0f0vBV-kujaKn6izxKtIt_M-dcTzj-tLpCvxop65-KMZ5UmRnHUVslehp7pmVrXCL2k8lWM7FuSVwMQt4pE_JreuWzAl6Wlh51Cw1HNNWJOakYtRiNyBhXkb3MpaxtlAPhOtU6uE4uLfCbOAzvbcA1e_RwM-7qrs_mXwLH2zsa6iwbzLYJarFWJn7WEdBn55PRNm4uTQ3LRSzBRFoM0VMGeBFSvEc6Ysr_4ebYnjjoO6ksxdxD92bAC4KHQ3vFD_xG86MPmq7LeavCPLsy1EpUct2rSJm3_ZIzXIT4hfTe2JtQS8IpgiFE_F8JXnbNSE9MQ1WfP1KJdenR0ZJWAxnHsUj6QsZoqgUuz-AsqVF-MvLsGfcaijoFXf4bFdAwgGuTztcx1j8lCerNYRL3LnEjaJ24SqHy0_wmPBdsTIW3_F4GJEYXgXnj0hJ5GAPgtsyG02YKp669ZYt8uhuesXIGLCTzP2LmWcBj6aWkrC_H-65GqGHzSP2086Twl9f_95V7U_UErxRsoK0vQUNldSqWZ9_cH-AD9nPLZMAWlXdX8LoSjDILOh-4bEcMU8eNOiqiCkWTj6F1E84qBbrHZy2RTi9wO0cofkdJpPd2hOi12ZEZuj-u9JEB6R4pIYabtMc35Ai8UP3Rhbbg9aH4prIgwcZsNoQkJVbNTXrp93A8kLmCuqyjFnIUctC9wTumtg1WWNQA46ykWoONhj34lXo9EVfl1KgvVOICRegBTOw7XTemFI4bTMOJORCfRg2JzUkCJI8UzJ4G5y5ZsEvgzrdg873feK3a-7vuP_cS_ZzdKm5Kt-AXEdA-ANSjt5xyQYpRUG1oKhr6vea14jcFd_scbQQKrYsrg=", "id": "rs_09516b48ea7a6ed6016a078f8395508191b62dac4a610a27d9", "summary": []}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_YaMOyVC2Lei5d6oSEiw1Hx1j", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_lsBjbijeGAKPpZzuv0WhL5qx", "call_id": "call_lsBjbijeGAKPpZzuv0WhL5qx", "response_item_id": "fc_09516b48ea7a6ed6016a078f88ded48191a6c0f2e64574c56b", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migratio...[truncated]\", \"timeout\": 600, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[terminal] ran `PYTHONPATH=src python - <<'PY'\nfrom jarvis_finance.config.settings import loa...` -> exit 1, 1 lines output", "tool_call_id": "call_lsBjbijeGAKPpZzuv0WhL5qx", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_gtAbbSZCK3TMO2yTxOkHIxZy", "call_id": "call_gtAbbSZCK3TMO2yTxOkHIxZy", "response_item_id": "fc_09516b48ea7a6ed6016a078fa3f3b08191ad9509314f204f0e", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/settings.py\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Resolving runtime issues**\n\nI 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!", "reasoning_content": "**Resolving runtime issues**\n\nI 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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4-jVFi9xe2jpaL8DUaxehlRb1gJL3-cPa7LzCWh0eLn68pEsaZ9gn2-k8_l9GQOy-Ac5_RvLDnhaK7tSCrVdwq8GHl1U0Rqm6Aop6Z4vYi7dmMP_KezhOci5xd3s5vgIhicZYHP3ZZT7x18B2jVXCBZJJLKmPGII9qJOi168ZRECuwPzuvedbAwsNHNeZTxUfiRMkAAsMKBi2j_Zsk_da_F_OO_d670BDAn2PePXOWSApQ6_IY2PmaGEHwtE-wJic_i5vs8jNuxvgNs4eaD43HL-x09nXtqfOlN87TrBM-e_ol12Pw7DqQ166PpZOrwq3NBLITI5mzNB0tkebo_FLq8CU6DLIyLqyF8i2uKKSdUiqCidDgAEzDMuPkKzK4HHmlpXMaRwRi5-ySTpczdbxd4Y5kUp3c_BC-JwYlQD5-a9aL0PAp9a0f8qjmYAa2qKtzkoK-KSvMvan0_GywCsTniAkthyhA6tBwCQEwpqvBFdkyN-fdgzb7xtd898i2vgbYgFxGW9B2b9X0SdMkd4ifi5YIydIyJJKPRqnfGeZwjFcOF42Vl5lee2l6rA_RZARzSthrVY5LB0lg7wOOJxPI501vVjfLIaBBpiSvdHj6-JFCFtp1v82rxpfKn8Akcotjz_o7GAnUE7HaSCNxYx7F3kCVhA5z7som9cgbIZcxjARa-bUwFhS68H6l3HLh_khh7SkeEnookJbyEi_ni4QomQN8hQ6b3j7e5HqDLcMhinmZ2hZxCyEyYl8rcfM2KCfp9NryPrwkOrLfU8gTXiobD3bcaxntYESdQS2HCJBxXoHLiI1AmxtWFpx30ZwMuKF3IhkWVDl_0-iVPkxPsoerTQLTN_Mwue5IHR5tgmEIgxoROErpFTjJ29OGKDjgCWMa_pHZRiwFmTxWz9WsHu9wo5W0kRkwnjABSlCIrq2mhI4Cyeq6tiqFgHpurWFfZpQeUnEY82rP8Gp5TWC3gO-4S0G5h7pl97B-fQIzrEJ7ooHTxpZASJ3sn8qEF8vJKsbia", "id": "rs_09516b48ea7a6ed6016a078fa1d0cc819181ca8bec58c76bd7", "summary": [{"type": "summary_text", "text": "**Resolving runtime issues**\n\nI 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!"}]}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/settings.py from line 1 (2,984 chars)", "tool_call_id": "call_gtAbbSZCK3TMO2yTxOkHIxZy", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_bTWT2G5nowHi0PWKTyoXGu3a", "call_id": "call_bTWT2G5nowHi0PWKTyoXGu3a", "response_item_id": "fc_09516b48ea7a6ed6016a078fa767cc8191a2fee46cfb3fc004", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"rm -rf .pytest_cache\\nPYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations ...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[terminal] ran `rm -rf .pytest_cache\nPYTHONPATH=src python - <<'PY'\nfrom jarvis_finance.confi...` -> exit 0, 1 lines output", "tool_call_id": "call_bTWT2G5nowHi0PWKTyoXGu3a", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_W7RRknRspILBWqofum4dwelc", "call_id": "call_W7RRknRspILBWqofum4dwelc", "response_item_id": "fc_09516b48ea7a6ed6016a078fb0852c8191bb2241d174b7c205", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"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'\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Considering database changes**\n\nI 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!", "reasoning_content": "**Considering database changes**\n\nI 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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4-wwq-FJd2dfmVjCeAKItMg7UCQvspCM5TQy_g92VGzww7WKxmCJReaTMj3sapVhgle2hpx6yC-sFiMRHFwPz0zxXQrHSlXCO8e8-2eQU_dMkbVIpOsWq19JNNx2NqJq7gqNj3yYjsq8uiNrDMNHVxDbu7EM938UOVXeP2mH4ZXi9TnCcld2qxf8RY_5mLacRaAqfMLaU1L78JgOhilacwJe3bwPUy_P9Lzqul-9JFEuhLJjdu5IGsvTcE4AY8tBa9IxXcThfiu2dEXiUqk_iJqZeoaBjfhR5rqRvO7cnb9cJjLWEJpPdzwnP4Hd0nurW1prT3v-ONHF2_RTZXV37hxQ0LLQQmM0QvGXiFrw8CGJanxuk0FRLy41knrTAxqGgikTx5m5ljbyYn9ma0k7hJGczWoABEsVhrbK1f88zd16H9J-Wk0qfzNH1H6EV_tepDwPGRj7FmbNg2Z7tIj_0Q-XBJVMGyYyAwPBFKtX8GA-c2_kj7h8Xj0cS2uOk7bc24lMqNAhBl9XNcWV_8wtoTGuAN5T8w9BFno7BwVRjg77ZyM6k2s_GWidXKOzc5hBMAzZx5lOv4Aa-VfQWr3DOyMJTMiOqCSWuZhXfYYFkYEcPD2B9So_PPKvIPJFMSY-ifhTkCTtAePQyVuaKtDR9MR8H-724Wo2V6QftupY9OHFyIvmuuj4cY9nsKOW8i4Qaj8gGy0gPHKTiDehx8NonI33l9b8tt1jWlzdex_OucTzO98PYGT-USLvAkBbAGvmYUsAhu0P8JRPcln_9an-YhMLg25DPN4ETarHZ79LaEBB7m3ddsQnGObwb8WTPN4c1_44XzASDH8KYTplqno07SAcL4eukOBwQIB9RQEpfaMrdxd1oKJKDb_C-WKtl4Y4RDiA3H0yMmXivjm-0jG5O1gdQp0Hh67NMXIRHXbtuoFK7zi8KIBtPwO8r7t8C8nJmVYYXqKNTHQbve2FXGdqDPccYchqqh7gBbBWwSeDIPO4bE=", "id": "rs_09516b48ea7a6ed6016a078fae8000819184b1f684073ea07c", "summary": [{"type": "summary_text", "text": "**Considering database changes**\n\nI 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!"}]}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[terminal] ran `git diff --stat && git diff -- src/jarvis_finance/equity/manage.py src/jarvis...` -> exit 0, 1 lines output", "tool_call_id": "call_W7RRknRspILBWqofum4dwelc", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_o76GhEwzC8vnF77fVX8OLpb7", "call_id": "call_o76GhEwzC8vnF77fVX8OLpb7", "response_item_id": "fc_09516b48ea7a6ed6016a078fb7c74081919d8d98fa5ef882f9", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"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\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Finalizing code process**\n\nI’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.", "reasoning_content": "**Finalizing code process**\n\nI’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.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4-35S3evZAUsqnLepPPIrPzFSPXN1KNo93m_2QwzsoGPoaS_E-Y6QtGrilKH17TFb7DyNPScvNTw22Uxy_NUG42KkIcTNhCuusMgTf6PaOBZpJ2VblmZQMJVux7A29XJ1i-cROYeyv-nS6bzLEM0onXKH9zSCXQYqDFPbwufRdPhSXdoy-Q1K6vepzm4CsMunM3etSSemzftTsAUhHQNvKZmPX1Ld_lJLEt6vufklcfBJexfuN9vVHF6yKVVWLEnUwvkZMTuB8H_WeVvd3OGR6fpSueQQP6PLuKjCdAONxFJY6c93isggBRLYsrGKB8oPyF732bHIu23QlmABVDuQvQp1q4g10NRBiGW-Xcgt-5zijst8PouZc4h9LTlUa_xVZ0Ak__zRwXH4Fh--8GqoTuw2GdIvT7X1D1m0KVCBBxzgNaqbX0nwaVSfwyeg7i04w-ogGjjUekBeKR2piSh6_ij6-Rq8wkMqSx-i0Ha4hCCf6vqEM7BYof6qBZiEb8bnanCFD1BAmxee7_vkR1E7N2IIN4EUNscRNcL2avAIO9IGC2KXmpB7JK1LiEbwO8BnvgASxfwGyFj9HK_BpG-QGm542blaT_xEa7LTi6n4odADgQQmgpZq7g7lBe1X7wPY3eLda6oZEDuys0XR30O1kyYsmNuzmWOYcsbryvsdnqka1Yhg6vGNA__ZziCz2eq1-6PI4hV52nAtWRFzpAiclzCOerGwKArPkzTxfXtPfypbWb8QItS7gj-qg5rAsxsT7qDs2ABJawvaA6t9g0GbJEMRgOs7naHWc2YjLhpEIVYXk8ccodLHF6JX4HUJwfnIEbclHTsG8xPDpwWyMFqzTS2ZTCmNB0mNY1xV4IAx-sql2tR1hYK1WV7v5VTm5dnByNNqgx2ACU4Ca1BrJppuR8FVhYWreehjxlR7zv7sWpb44p5vjk1G_4TBa_eREp00Gx3Zvefmb0FNqy49Npkivr6L2uFJFggEKvwMB0zYl0Gwt7025HbTgkbd3A4oNBFAWcOkfA1seVxqeC9S8VAcUALJo4q28xQWMpFjERBBBolmypG-7Xp-6991yaHu6_XzMGIHGSDE5DUbX8GK6JbBCDgicce4UVtyBamYJXsH7SZ3wTK86PbWnzRmhtxbpbup1l0OUjHmtCmUE0opwNvks58XEKcVUzB2P8OVG7P513UEH-dVB52ITS5-EP2vrNeeomO5C9gWLIA8c1AQQ11zom8k4pi_Lyol7oMsc1eVaRdv9hZnriEeX5ncbNsHsGSZpkvjy1XPYZcQWGOg5-83TKL3OeTGAxUje5kYHxhjZ2PO_MFyqbZRCuwIyXF2vAoq1OquhfMxOvWc1_XciYqfc2KA==", "id": "rs_09516b48ea7a6ed6016a078fb448108191984938d70aebbd46", "summary": [{"type": "summary_text", "text": "**Finalizing code process**\n\nI’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."}]}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[terminal] ran `python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHON...` -> exit 0, 1 lines output", "tool_call_id": "call_o76GhEwzC8vnF77fVX8OLpb7", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_YSQg4xsjKKOwTKMPMdUeXYXG", "call_id": "call_YSQg4xsjKKOwTKMPMdUeXYXG", "response_item_id": "fc_09516b48ea7a6ed6016a078fcf8a18819191f3fbcfdca385d7", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"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\\\"\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "reasoning": "**Preparing to commit changes**\n\nI'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!", "reasoning_content": "**Preparing to commit changes**\n\nI'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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4_PfFPEndNbqS0Xp5VkVw1Ahd5nI6yOEEGt8F4fuGVzLW6tY9V8LkvAFnHTPidFH1n0iOiwz_6w1LZ9gPyW3ghCB3zdgZfG62rAHMSx5Dt6egGluGgC3Vt6ADRVGuu-4UZy59RJmb9KIQ3TzYRPATLK7JUbb22YJ3qExVWf0DoYNf_1CPpDcXvLv4dTepdqN-LnrKbtXiDYwUSHHvQkFK--J37Hk1nB4TXs6crFpAqvREENPAxYiBU50bSTwD8QEkgnMqTcTAfOENilb-0KwLFJrlmEhGYFS0adJohv-Q0JMo6BgTHx-Jce8RT3zxgDnHFKFlr9chbrwnMjXRfuGGw796xLMnt-vTWO1OWvHjir8bK4SefbM1Tc5q_7vpH1K9zfopJlw2aZpLa18Pj39n05cL-eUwyNfZo6fGdJ067Rl6AC5iy7TavhysULTKU_wjmBfxWf-GulXFlq8MEgmNa5K9GLSKFMogKq1whEWxX9GBl-U4lQfKSB_Zv6ItDGfXs4QZkQ-EieOysP3-2jzdQ2PkNpwgn9IvC1dCLyk701tq1JPX3jYPmciC2doePLmrvqNunKcYQdsnXCPWgHPIJyCvQrfi0s05UdScRd_T3Ai4YXvXLlyM1uidxg1YsH39_ifWgHPo4gTgJpNzopaWbJbG7d9j4515Qj0z_Nf-jDe16z8yR0sKJL6Cd5ZN5kO1dMycXtSArrhlBOLL0F7Fj6v-ticso_S5kg9REZlDrEyj1WJ_OxD_iKLQ7159pbpxrDdgXXrzCPNrxIdprjoiNS3QJ2wBmgOo6WZ905GGh6aySSKF9s_hZO80EE47EcJCSIiAc0JBAtfdfQA37hL4NgLxW8eVshO_TBBaXBe7avRVSdTSIcf7KGsg3lkXl7thTpZuPvuRwm3kg98biOHixMbSrnejqVic2rdKSZQ285toLqZDcOmLAF_Wj17qJFGERFbqmN6VRlgmP3EdDvLwpyoxDyeiioxdUAxTxIsTjQF-glH7jHr1g0V48Jps_-lqqJgfuo5bTAZ7lIxXsqwkgjAN0pZfuAT4QVynWSTMdfoAs=", "id": "rs_09516b48ea7a6ed6016a078fcd89cc819196b9e20d4766c40a", "summary": [{"type": "summary_text", "text": "**Preparing to commit changes**\n\nI'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!"}]}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "{\"output\": \"[main 43b0443] Add manual equity position wizard\\n 3 files changed, 441 insertions(+), 67 deletions(-)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_YSQg4xsjKKOwTKMPMdUeXYXG", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_pUIvtS1RCupY8NPyUGXDLi1w", "call_id": "call_pUIvtS1RCupY8NPyUGXDLi1w", "response_item_id": "fc_09516b48ea7a6ed6016a078fd46ba081919fc50a3e43878dc5", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\": \"python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, subprocess, tempfile\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_te...[truncated]\", \"timeout\": 300, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"}}], "finish_reason": "tool_calls", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "{\"output\": \"push_exit 0\\nTo https://github.com/Gamexgit/FinanceManager.git\\n   40ff6e2..43b0443  main -> main\\n\\nGIT_SAFETY_OK\\n43b0443\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_pUIvtS1RCupY8NPyUGXDLi1w", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "tool_calls": [{"id": "call_VEAuyXhcHvhfmaAIV2e1sY9q", "call_id": "call_VEAuyXhcHvhfmaAIV2e1sY9q", "response_item_id": "fc_09516b48ea7a6ed6016a078fe49318819182c4d24f1613b0ad", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, pytest, Git-Safety, Commit und Push ausführen\",\"id\":\"manual-5\",\"status\":\"completed\"}]}"}}], "finish_reason": "tool_calls", "reasoning": "**Finalizing German account notes**\n\nI 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!", "reasoning_content": "**Finalizing German account notes**\n\nI 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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB4_kTR0vnKndv7bhKGJdCKJ2GRpa8yuNB6m2j1XEbqOF3Q617uzSHFjpG_U1RTmAjBdPo9caL4clpOEAXcbMXWXRIh3NX7cA1oLt0oN3SHCj1RWXLtuuAh2Ch0Y-EUDO2ghl2xI4VyTsZWiIQlrHGxiTlOc_BbCeNWsXJ1wUpmT8zGw5OSdVwRxFKctR7YwUoZ5ss6vX2LZqtist8IOh1QwgWljvWN1LkbPgkcZDjxR5k3yhxrAK9O0zwXVP1uWzLnvHCyMMxzH69PhChuFH8FdNT1Qp-wKXxazpVM4oaMjdmVktlTwlT24UNbD6K1R9mnI0diQtRsmhKjsz818FfD3X0PqFFhqRMN8RzK659Uo003IxOYXMapfloMDpz-C80TywEwW_9GQJ78HcaH1aheFTKVUemDN1P0otiLdbGx-3LfpFp9SlOStmkY_cK4RM8sQz3tN1qNkkTPo6kTfRsypC1FxLyaNWN4EMecvN2B8nG-UUjUkplk_QXa5DTDOjShY-92OkcL-zaqQJYy-N1D5kuFgy_6lm0TNwGaGYsZbzdjxzkVSM6pSnxMvQmE55T3a5zVXsQB-xXF3TwuG7TfarmsHk4pflB_SaF-Amf4NqON7FBWM7w0iVjM0ZW4m6A1bVjFP_2Rai3b_hH8Sm1xj6mDGGWMPzDv80G7LMXwB1dbSDps7EmuSwLB6nWGjx2GZmJ54B3DRfO_TdfMy12LvFUSMgrWcleOJMHe7gJC21BRR7TuMCprhANt2H34Trru8hrDLRC4FbQ1pcLaoTgs0zmUAlejuP4Vm_z51q18v3U5pR-pz03qYsv6kiqCtE2h0P4av0fNKHbaDZiZRh22jXu2tBaTqIcy7ogAWBeV3nDsF0TlodVD8-ACtiEdTCl0BCZGr9NEKzS__3aHUW--rr-skqJLiAAX_YZvxjFLZKCU4jNTCJZz6ZoJr5WAnXD-zlfWJdUsTfytSInvN_26AqVVxT9YNQ9nKEOf77VqM2P6RGp9QVN2m8nTQFUXJWmirGLhkqTofwMgHPUFlQ4ySand-g2IOKq_m-4CcnOW1vDoR1m1hucSjW_ZtCLlpPukgCpyccplqOiBHa_y7ulEHRhnbWTb5hMyx_OUuLg143MnBjO_EmbknbURJlACpuV8EJFSfO2tGmiLnKPqMLhm1YLArTeiGfk5DEt9c0-HJlItI36aCL6Z0LI4epR3WyT-j7sX1TLtf_GJ1x4te6ZBuMvjFmsF7enEJP9rHP8R18kaAxY--08iHBYFcij5jFJn47uajy5_HBaSyYa3BEJfUurUdFufaX5HVywrZdpuel3a4=", "id": "rs_09516b48ea7a6ed6016a078fe20778819184a945785c12355c", "summary": [{"type": "summary_text", "text": "**Finalizing German account notes**\n\nI 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!"}]}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_VEAuyXhcHvhfmaAIV2e1sY9q", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "Erledigt, Sir.\n\n## Ergebnis\n\n- **DOCX-Importpfad für Aktien/ETFs produktiv gestoppt:** ja  \n  Die bestehende Review Queue bleibt nur Review-/Erinnerungsfläche. Kein produktiver Import aus PostFinance-/True-Wealth-DOCX.\n\n- **Instrument Search gebaut:** ja\n- **Add Position Wizard gebaut:** ja\n- **Manuelle Anlage möglich:** ja\n- **ISIN-Suche möglich:** ja\n- **Name-/Ticker-Suche möglich:** ja\n- **Ticker allein importiert automatisch:** nein\n- **Mehrfachtreffer verlangen Auswahl:** ja\n- **Initial Snapshot möglich:** ja\n- **Buy/Sell/Dividend vorbereitet/implementiert:** implementiert im Wizard-Pfad:\n  - `initial_snapshot`\n  - `buy`\n  - `partial_sell`\n  - `full_sell`\n  - `dividend`\n  - `etf_distribution`\n  - `manual_adjustment`\n\n## UX / User Mode\n\nNeue Hauptfunktion im Dashboard:\n\n**Equity/ETF Manage → Aktie/ETF hinzufügen**\n\nAls Wizard:\n\n1. Instrument suchen\n2. Instrument auswählen oder manuell anlegen\n3. Depot, Menge, Datum erfassen\n4. Einstand/FX/Notiz erfassen\n5. Review\n6. Bestätigt speichern\n\nUser 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.\n\n## Resolver / Search\n\nImplementiert:\n\n- lokale Suche nach:\n  - ISIN\n  - Name\n  - Ticker\n  - Exchange\n  - Currency\n- ISIN priorisiert\n- Ticker allein bleibt Auswahl-/Review-pflichtig\n- mehrere Treffer bleiben Auswahl-pflichtig\n- Provider-/External Lookup nur bei explizitem Klick/Checkbox vorbereitet\n- ohne Provider/API-Key bleibt manuelle Anlage möglich\n- kein Live-API-Call beim normalen Dashboard-Rendern\n\n## Speicherung / Ledger\n\nImplementiert:\n\n- Instrument aus lokalem Katalog oder manueller Anlage\n- Initial Snapshot ohne Kaufhistorie zu erfinden\n- Transaktionen als Ledger-Ereignisse\n- Review/Confirm vor Speicherung Pflicht\n- Audit-Log bei Speicherung Pflicht\n- keine stillen Überschreibungen\n- Initial Snapshot blockiert, wenn schon eine Position existiert\n- Sell prüft negative Positionen\n- Full Sell verlangt exakte aktuelle Menge\n\n## Data Quality\n\nImplementiert:\n\n- fehlende Cost Basis → `cost_basis_uncertain`\n- fehlender FX bei USD/EUR → `missing_fx`\n- fehlender Provider-/Preisbezug → Market-Data-Hinweis\n- fehlender Marktpreis → Data-Quality-Hinweis\n- Cost Basis wird nicht als echter Wert interpretiert, wenn sie fehlt; intern wird kein Performance-Wert daraus als „bekannt“ abgeleitet.\n\n## Plattformen/Konten\n\nRuntime-DB vorsichtig aktualisiert, ohne Holdings/Positionen zu importieren:\n\n- PostFinance: vorhanden\n- True Wealth: vorhanden\n- Raiffeisen: vorhanden\n- Anderes Konto: vorhanden\n\nAusführung war nur Konto-/Plattform-Sicherstellung für manuelle Erfassung. Keine Broker-Daten importiert.\n\n## Tests\n\n- **Compile:** erfolgreich\n- **pytest:** `257 passed`\n- Neue Tests ergänzt für:\n  - ISIN-Suche\n  - Name-Suche mit Kandidatenliste\n  - Ticker allein ohne Auto-Import\n  - Mehrfachtreffer mit manueller Auswahlpflicht\n  - manuelle Instrumentanlage\n  - Initial Snapshot aus ausgewähltem Instrument\n  - fehlende Cost Basis → `cost_basis_uncertain`\n  - USD/EUR mit FX\n  - fehlender FX → `missing_fx`\n  - Review/Confirm vor Speicherung\n  - Audit-Log bei Speicherung\n  - Dashboard rendert ohne Live-API\n  - User-Mode ohne technische Ergebnis-IDs im Wizard\n\n## Git / Safety\n\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `43b0443`\n- **Push:** erfolgreich nach `origin/main`\n\n## Offene Grenzen\n\n- Externe Provider wie OpenFIGI/Finnhub/FMP/Twelve Data/Stooq/Yahoo sind vorbereitet, aber noch nicht als echte produktive Provider integriert.\n- Aktuelle Marktpreise für Aktien/ETFs werden noch nicht automatisch über diesen Wizard geladen.\n- Historische Performance bleibt bewusst unvollständig, wenn Cost Basis oder historische FX fehlen.\n- Unsichere DOCX-Kandidaten bleiben in der Review Queue, werden aber nicht produktiv importiert.", "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Erledigt, Sir.\n\n## Ergebnis\n\n- **DOCX-Importpfad für Aktien/ETFs produktiv gestoppt:** ja  \n  Die bestehende Review Queue bleibt nur Review-/Erinnerungsfläche. Kein produktiver Import aus PostFinance-/True-Wealth-DOCX.\n\n- **Instrument Search gebaut:** ja\n- **Add Position Wizard gebaut:** ja\n- **Manuelle Anlage möglich:** ja\n- **ISIN-Suche möglich:** ja\n- **Name-/Ticker-Suche möglich:** ja\n- **Ticker allein importiert automatisch:** nein\n- **Mehrfachtreffer verlangen Auswahl:** ja\n- **Initial Snapshot möglich:** ja\n- **Buy/Sell/Dividend vorbereitet/implementiert:** implementiert im Wizard-Pfad:\n  - `initial_snapshot`\n  - `buy`\n  - `partial_sell`\n  - `full_sell`\n  - `dividend`\n  - `etf_distribution`\n  - `manual_adjustment`\n\n## UX / User Mode\n\nNeue Hauptfunktion im Dashboard:\n\n**Equity/ETF Manage → Aktie/ETF hinzufügen**\n\nAls Wizard:\n\n1. Instrument suchen\n2. Instrument auswählen oder manuell anlegen\n3. Depot, Menge, Datum erfassen\n4. Einstand/FX/Notiz erfassen\n5. Review\n6. Bestätigt speichern\n\nUser 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.\n\n## Resolver / Search\n\nImplementiert:\n\n- lokale Suche nach:\n  - ISIN\n  - Name\n  - Ticker\n  - Exchange\n  - Currency\n- ISIN priorisiert\n- Ticker allein bleibt Auswahl-/Review-pflichtig\n- mehrere Treffer bleiben Auswahl-pflichtig\n- Provider-/External Lookup nur bei explizitem Klick/Checkbox vorbereitet\n- ohne Provider/API-Key bleibt manuelle Anlage möglich\n- kein Live-API-Call beim normalen Dashboard-Rendern\n\n## Speicherung / Ledger\n\nImplementiert:\n\n- Instrument aus lokalem Katalog oder manueller Anlage\n- Initial Snapshot ohne Kaufhistorie zu erfinden\n- Transaktionen als Ledger-Ereignisse\n- Review/Confirm vor Speicherung Pflicht\n- Audit-Log bei Speicherung Pflicht\n- keine stillen Überschreibungen\n- Initial Snapshot blockiert, wenn schon eine Position existiert\n- Sell prüft negative Positionen\n- Full Sell verlangt exakte aktuelle Menge\n\n## Data Quality\n\nImplementiert:\n\n- fehlende Cost Basis → `cost_basis_uncertain`\n- fehlender FX bei USD/EUR → `missing_fx`\n- fehlender Provider-/Preisbezug → Market-Data-Hinweis\n- fehlender Marktpreis → Data-Quality-Hinweis\n- Cost Basis wird nicht als echter Wert interpretiert, wenn sie fehlt; intern wird kein Performance-Wert daraus als „bekannt“ abgeleitet.\n\n## Plattformen/Konten\n\nRuntime-DB vorsichtig aktualisiert, ohne Holdings/Positionen zu importieren:\n\n- PostFinance: vorhanden\n- True Wealth: vorhanden\n- Raiffeisen: vorhanden\n- Anderes Konto: vorhanden\n\nAusführung war nur Konto-/Plattform-Sicherstellung für manuelle Erfassung. Keine Broker-Daten importiert.\n\n## Tests\n\n- **Compile:** erfolgreich\n- **pytest:** `257 passed`\n- Neue Tests ergänzt für:\n  - ISIN-Suche\n  - Name-Suche mit Kandidatenliste\n  - Ticker allein ohne Auto-Import\n  - Mehrfachtreffer mit manueller Auswahlpflicht\n  - manuelle Instrumentanlage\n  - Initial Snapshot aus ausgewähltem Instrument\n  - fehlende Cost Basis → `cost_basis_uncertain`\n  - USD/EUR mit FX\n  - fehlender FX → `missing_fx`\n  - Review/Confirm vor Speicherung\n  - Audit-Log bei Speicherung\n  - Dashboard rendert ohne Live-API\n  - User-Mode ohne technische Ergebnis-IDs im Wizard\n\n## Git / Safety\n\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `43b0443`\n- **Push:** erfolgreich nach `origin/main`\n\n## Offene Grenzen\n\n- Externe Provider wie OpenFIGI/Finnhub/FMP/Twelve Data/Stooq/Yahoo sind vorbereitet, aber noch nicht als echte produktive Provider integriert.\n- Aktuelle Marktpreise für Aktien/ETFs werden noch nicht automatisch über diesen Wizard geladen.\n- Historische Performance bleibt bewusst unvollständig, wenn Cost Basis oder historische FX fehlen.\n- Unsichere DOCX-Kandidaten bleiben in der Review Queue, werden aber nicht produktiv importiert."}], "id": "msg_09516b48ea7a6ed6016a078fe6e29c81919ceac452b2a81f82", "phase": "final_answer"}], "finish_reason": "stop", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "user", "content": "[M G] Der Qwen-/Review-Lauf ist akzeptiert, aber ich möchte den DOCX-Importpfad für Aktien/ETFs vorerst stoppen.\n\nIch 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.\n\nBitte starte jetzt einen gezielten:\n\nManual Position Entry & Instrument Search UX Sprint\n\nZiel:\nIch 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.\n\n## 1. DOCX-Importpfad stoppen\n\nBitte vorerst keinen produktiven Aktien-/ETF-Import aus den PostFinance-/True-Wealth-DOCX-Dateien durchführen.\n\nDie Review Queue kann als Erinnerung bleiben, aber sie soll nicht der Hauptweg sein.\n\nBegründung:\n\n* DOCX-Struktur ist zu unsicher.\n* Viele Positionen ohne ISIN.\n* Qwen konnte keine sicheren zusätzlichen Mappings herstellen.\n* Ich werde Aktien/ETFs lieber selbst über das Dashboard eintragen.\n\n## 2. Funktion im User Mode sichtbar machen\n\nBitte mache die Funktion im normalen User Mode klar sichtbar.\n\nUser Mode Navigation soll mindestens enthalten:\n\n* Command Center\n* Crypto\n* Wallets\n* Aktien & ETFs\n* Position hinzufügen\n* Reports\n\nFalls „Position hinzufügen“ als eigener Menüpunkt zu viel ist, dann bitte als grosser Button im Command Center:\n\n+ Position hinzufügen\n\nNach Klick öffnet ein Auswahlbildschirm:\n\n* Crypto hinzufügen\n* Aktie hinzufügen\n* ETF hinzufügen\n* Cash erfassen\n\nWichtig:\nIch darf nicht in Admin/Debug suchen müssen, um eine Aktie oder einen ETF hinzuzufügen.\n\n## 3. Zentrale Seite: Position hinzufügen\n\nBitte baue eine zentrale, gut sichtbare Seite:\n\nPosition hinzufügen\n\nDiese Seite soll nicht technisch wirken, sondern als geführter Wizard.\n\nSchritt 1: Assetklasse wählen\n\n* Aktie\n* ETF\n* Crypto\n* Cash\n\nFür jetzt bitte Aktien und ETFs priorisieren.\n\nSchritt 2: Instrument suchen\n\nSuchfeld:\n\n* ISIN\n* Name\n* Ticker\n\nOptionale Filter:\n\n* Assetklasse: Aktie / ETF\n* Börse/Exchange\n* Währung\n* Land\n* Provider\n\nSuchbutton:\n\n* „Suchen“\n\nKeine API-Abfrage beim normalen Rendern. Suche nur bei Klick.\n\n## 4. Instrument Search Provider einbinden\n\nBitte eine echte Suchfunktion implementieren, nicht nur lokale Dummy-Suche.\n\nProvider-Reihenfolge:\n\n1. Lokale Instrumente in SQLite\n2. OpenFIGI\n3. Finnhub Symbol Lookup\n4. Financial Modeling Prep Search\n5. Manuelle Anlage, wenn kein eindeutiger Treffer\n\nWichtig:\n\n* Provider nur bei explizitem Such-Klick abfragen.\n* API Keys aus Runtime-Secrets/.env, niemals ins Repo.\n* Wenn API-Key fehlt, Provider überspringen oder mit unauthenticated fallback arbeiten, sofern erlaubt.\n* Ergebnisse cachen, damit nicht bei jeder Suche alles neu abgefragt wird.\n* Rate Limits beachten.\n* Bei Provider-Fehler: klare Meldung, kein Crash.\n\n## 5. Suchergebnisse anzeigen\n\nTrefferliste bitte nutzerfreundlich anzeigen:\n\nSpalten:\n\n* Name\n* ISIN\n* Ticker\n* Exchange\n* Währung\n* Assetklasse\n* Land\n* Datenquelle\n* Vertrauensstatus\n\nVertrauensstatus:\n\n* Eindeutig\n* Wahrscheinlich\n* Unsicher\n* Manuell prüfen\n\nRegeln:\n\n* ISIN-Treffer mit exakt gleicher ISIN darf als eindeutig gelten.\n* Ticker allein darf nie automatisch eindeutig sein.\n* Name-Suche zeigt Kandidatenliste.\n* Bei mehreren Treffern ist manuelle Auswahl Pflicht.\n* Kein Treffer → manuell anlegen möglich, aber mit Warnung.\n\nAktionen pro Treffer:\n\n* Auswählen\n* Details anzeigen\n\nKeine technischen IDs im User Mode anzeigen.\n\n## 6. Nach Auswahl: Position erfassen\n\nNach Auswahl des Instruments öffnet Schritt 3:\n\nPosition erfassen\n\nFelder:\n\n* Plattform/Depot:\n\n  * PostFinance\n  * True Wealth\n  * Raiffeisen\n  * Anderes Konto\n* Assetklasse:\n\n  * Aktie / ETF\n* Name\n* ISIN\n* Ticker\n* Exchange\n* Währung\n* Menge\n* Snapshot-Datum\n* Transaktionstyp:\n\n  * Initial Snapshot\n  * Kauf\n  * Dividende/Ausschüttung\n  * Manuelle Korrektur\n* Einstand / Cost Basis optional\n* Gebühren optional\n* FX-Kurs optional bzw.\nautomatisch\nusgelöst\n* fehlender API-Key bricht nicht ab\n* manuelle Anlage funktioniert\n* Review ist vor Speicherung Pflicht\n* Initial Snapshot wird geschrieben\n* Audit-Log wird geschrieben\n* Cost Basis fehlt → cost_basis_uncertain\n* User Mode zeigt keine technischen IDs\n* Streamlit rendert ohne Live-API beim normalen Laden\n* Git-Safety bleibt sauber\n\n## 15. Kein produktiver PostFinance-/True-Wealth-Import\n\nBitte weiterhin keinen produktiven Import aus den DOCX-Dateien.\n\nNach diesem Sprint will ich die Positionen manuell über das Dashboard eintragen können.\n\n## 16. Nach Abschluss\n\nBitte ausführen:\n\n* Compile\n* pytest\n* Git-Safety\n* git status\n* git diff --check\n\nWenn sauber:\n\n* Commit\n* Push\n\nBitte berichten:\n\n* Wo finde ich die Funktion im Dashboard?\n* Welche Menüpunkte sind im User Mode sichtbar?\n* Funktioniert ISIN-Suche?\n* Funktioniert Name-/Ticker-Suche?\n* Welche Provider sind eingebunden?\n* Welche Provider sind mangels API-Key deaktiviert?\n* Kann ich manuell anlegen?\n* Kann ich Initial Snapshot speichern?\n* Wurde Audit-Log getestet?\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nDas Ziel ist, dass ich danach wirklich Aktien und ETFs selbst eintragen kann, ohne im Admin-Bereich suchen zu müssen.", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Inspections and loading skills**\n\nI’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!", "finish_reason": "tool_calls", "reasoning_content": "**Inspections and loading skills**\n\nI’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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5QOk6ScWE5PJ3FjBmBnnNeEDoHhcq5DusnaoDC3FvXedGA_v6qLbxEQ_6HUOC40HHvlPrcO-fgg0Xhz_3yKpB5QsEaJfn1M1b5j94Pf8SKVxMpb0JUgasRTU5wloI5oOG6ybkFN_a0PPl3m57UrJWT0JLJjkXLu1aQMXZsvNZjSaZoQBpNQVE0KVmtrEff8Pc7I9ep4GUx414x3NkcTtdfeJnFyXrNUMn97s8VBVUAs0TLPSwd_waZQbY4uQoqwzs_wMCtZzE4G2kYnYK_j2BQdhymbqzwlUqHMuzvEg6iaS5xgOIWr2dn7fdMZZvBIBjXWYmLoMYXEsFrnZwF8EiVF3sZ9tcF3blk7f3Gis_rnXjdfoE6jZPj1MlLG7ee7tG7pJhnlFvJhiXSs89psNt5UXvqvXDZLt4LEyt3vu7GrOjFiYRtgGnZx9yekcRg5ZxfGJ6MKKBEvhL6RoexHzWRSRCvncJMnbXXRe5jCpQuHtqWM36257aN9erFuyXZTbG07bzWLn6mO8ZdHJdmMbCYwf8hAVCiAcCfAKE6JGyIIymW-E-6W5u3W7Y7iQbIz_YnWiBn7BcXLg68JbvGWEAR_mMtSJzQse14jJ0Rk_USfMUUdVE1tGaKQhOzgJNzs3Wh17l-EbrqH2yZ_JhNp-9HhPU4XBWBl1stFTvWzxfZJP_SPvvWs0I3NRmMN3MAHtAY22kJhblovTfV7K6Nwcw2tjGtmvQkxMk4RuI2EyBYG0uHLjZp7u_4wak4a7MJuK8UObgQL8aoVWbKA6hXRfihjM03yyitqH7as9oBTF_pJTCjGd-lSbXMWI-cPRuN88reRl1zLAFsDc08EndFYDdz-rm8UwoSEe9j_0yrsBla_mYXg0udXUitLRBINaoYWwUW9MlCnHLWA2xxAg7qlFLr272Dn5f3z8hW4qNUBAsnFpU2ihNV8iTsN14nVClMoLwditfcMjR7bLu5WaMKfGKGAuK2iZrToVVtgIP5VtAQZxK1qaaNk-lKoX1NHGWdXtmegwaKdAE8qEUVH-hC17_YsFC3UOS0Y4HL8egRxRdGgJfr0gUawIPc7WwVxRWTBmlePkgXfoa1BmZTtz7N20xyRcA==", "id": "rs_09516b48ea7a6ed6016a07940bb0588191968ae23936495027", "summary": [{"type": "summary_text", "text": "**Inspections and loading skills**\n\nI’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!"}]}], "tool_calls": [{"id": "call_INrQdCleltA5SLZpg98h1Ec6", "call_id": "call_INrQdCleltA5SLZpg98h1Ec6", "response_item_id": "fc_09516b48ea7a6ed6016a07940ef6048191a9df501ac6d52c3b", "type": "function", "function": {"name": "skill_view", "arguments": "{\"name\":\"test-driven-development\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 300 (7,997 chars)", "tool_call_id": "call_HXT2DUlwHhAYJLHBM0XoJ6FY", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Implementing provider classes**\n\nI 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!", "finish_reason": "tool_calls", "reasoning_content": "**Implementing provider classes**\n\nI 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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5SEDak1_l_MZOnYfDKzAzwcbaVGG0He1TxmjmNXll430Eu5vKFing0p4zylv2bVdeDkuOAj6Mw4v-xbvX7FjY4wzaki-jk0CO7s_BMMhEdox9wALvUo9xPebT_iqflumbUmDmAOgNJ1-udq3Hqd0eT4bmGlZl8l3OfLfhjUE_M4iIERdolukhuP5vK05OyMPm0xcQUgEnKOE2Ar_4167Ez05U_A1V5DOuSoX7zNDP1WG-0V93NAfx6Uqa33FJqKeYco47VQYg95d4TlH7f0P9-6wzDgrzBz8lxf1q4XLt0H18zvd_x4kFj3K5WLk0G5jzYho2qah7UpM7EPJQzh3LJ10B88Cislr0ZWRpiefrmBh7L2jtsjvL1LJmFv85SzwuBHH3aGPRUa9fvBFPJmwTQNXbqV-lJTaKtK18bP4KcFpG4UfJWfjeOBJ89-GfPdTd5w-TwB-jFyzh3axfdtBBOiUWRk7T7HpH9i3EsprYGv-G4hfN9nZWoMezTgbS0YLQHN2e04ESy9UXOOWR1PD8_8Ff-pwQ9aHV2l34dwJ_O3kdQI-x5Hcre8-ToDecNT-LvFZii8aE_VkPAkAGF8RVatzG6MCIleNOQz4RVXQLOQku5GUuKH2jOOQZa-PCccwaErdA-6YF7fgFlrh0_O5ykghDqEU27W1f_n4j1MIQnbhq0i8YbM8lvMaQ3YQuqxVzDwDOHa2l0ZGY7Ue10PnTyXHQYg1NYdcXlXxPhiud3yeYOBkf_aa14drIqA495nwcRoX4G4fB5tSVuB6Z_-Wx5pe3GRSNO-kMPGB0AclGtduRO3k-D5LvxVehU4QbXrNvA0j6V9knlHYGYPmI9smrT9ix2vugb-b3d37Vq3qUitD_nkzLQGepOi_ugAMHgszwMdY5iTxtR3o4Bd8ChY5IS_4zTClfD6QdwqAB81ejHX0TGDlc2Ij1QvLiWqublrt0co0KqYgqYWlghOAUCkyo-qUlwM08-lCkTZCRCZYZEr59EjaY1cnjT7M5exmQPcg2Q6qvGxbAaCJcgHnC2YmU7aPQ2A4TXhr5Y5_v_Hy2k1_PeaAXM09ddjc-9dGo4pHI_KM6yJAIReEkgdmxTJj_uEi_ymOsw4gDLdAvg-d_1T804=", "id": "rs_09516b48ea7a6ed6016a079481c8c481918f568ede6e9355f1", "summary": [{"type": "summary_text", "text": "**Implementing provider classes**\n\nI 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!"}]}], "tool_calls": [{"id": "call_8CanWvrPkNwtb3W8OdMQjbu1", "call_id": "call_8CanWvrPkNwtb3W8OdMQjbu1", "response_item_id": "fc_09516b48ea7a6ed6016a0794842530819181872cc76f2af04f", "type": "function", "function": {"name": "write_file", "arguments": "{\"path\": \"/tmp/add_ux_tests.py\", \"content\": \"\\n\\ndef test_user_navigation_exposes_add_position_and_aktien_etfs() -> None:\\n    titles = dashboard_main.get_user_navigation_titles()\\n    assert titles == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien...[truncated]\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py (1,019 chars result)", "tool_call_id": "call_2kkH0u3dEyAFUNAmVmOChqBw", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Isq9XhJ5ZgH3ubrbI9OqyXvQ", "call_id": "call_Isq9XhJ5ZgH3ubrbI9OqyXvQ", "response_item_id": "fc_09516b48ea7a6ed6016a079492968c8191bf5dace81cf2d998", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n    assert \\\"Watchlist\\\" not in dashboard_main.get_us...[truncated]\", \"old_string\": \"    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py (2,321 chars result)", "tool_call_id": "call_Isq9XhJ5ZgH3ubrbI9OqyXvQ", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (731 chars result)", "tool_call_id": "call_ehBGTRGaKGA4m3BNeDRyBPZ3", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_WoLnKiF7HTzr7RdTKlieppG5", "call_id": "call_WoLnKiF7HTzr7RdTKlieppG5", "response_item_id": "fc_09516b48ea7a6ed6016a0794bfcf588191bc23353edc310768", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"class UnavailableCatalogLookupProvider:\\n    name = \\\"unavailable\\\"\\n\\n    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n        raise LookupUnavailable(\\\"ext...[truncated]\", \"old_string\": \"class UnavailableCatalogLookupProvider:\\n    name = \\\"unavailable\\\"\\n\\n    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n        raise LookupUnavailable(\\\"ext...[truncated]\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (7,488 chars result)", "tool_call_id": "call_WoLnKiF7HTzr7RdTKlieppG5", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_2Q0mKJOO6fohh3eBaeD6V7Nz", "call_id": "call_2Q0mKJOO6fohh3eBaeD6V7Nz", "response_item_id": "fc_09516b48ea7a6ed6016a0794e5b97081919af61114b34af6dc", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:\\n    result...[truncated]\", \"old_string\": \"def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:\\n    result...[truncated]\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (3,266 chars result)", "tool_call_id": "call_2Q0mKJOO6fohh3eBaeD6V7Nz", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5T6oiTtaLgRfXAxWBxoKh2HF2V5rpV4xMpY4crgebtCGk96ewWeGefI_cCOsDZUzDT4WWjYEHb2FDoliP1jYwRS1qm7zhkmzkqK0KKOLy0F53Y3_Zb8LPNB7w7iEfUcsKzIP2ghSFK7Ao-jCPhdH26GYfizlgHZmZy7oA9HScd4g-rRTqdHLm76ZbALfUvQl0VvARlcyM6aT3FVA0c_mNAAg1EnJTgcGWYRzB4GY-Kx8Ki8FC6ZzwfP0HrXwJQ8HuNIFUq0P91pAjw0_9C1NEBSfiWGYYYr_Q9SiC25WS5SA5JQU-AV_l5cXi5Qkr6DZQUpiQDvkGiG7IXbB6SOkDu9wvmMW3FPoKv16vzYav_QPSEYPrcGviTKGye45vPlPq5bA1Gk7PQygxwydtq5ZXWPkdE6C4NkbdRJbzbPQTL7YgnFyi_-jTaJ6FJA_T9xH9hxDpmPq0LVepB7ligVYaoY8FelniysBfvCeZHbU_XT8_V7bg1U6R9jIUkWPJzYNFb1IOIkDb1rfSzUhVhsNH-dbs9zMwpquKXsU5Qt7RVOTtOUmGXEL99HhEhmRJmGKhoqO-2Q65vfmF-4PgvtzePjCyG06qH0pHoDoi7jhuyNi0ieisEZgZa8ENO5Tk1w9ia2VU43znWksDr5iveCVaXcRybhz1LvEALvJLCxTvx4ijVe_2H-85K_BAKDW22heR52YO-_FYkOs798bjix34E01hxsOU7pH1TZJUFX-JvkcVmQffI1dpoiZaz9ZNdw3U22oj2ib_9t_G57IqgtokxIuBKUorVdiE4zwimIfFc9aevNw1W_Ss3x6kHqBP7moCPg5XtlorIRQ2kmqp2Q7FuB7TCbAYEoe-gzEvC9-kG6Lc7CI6SFO-6pmqDswPo9fBEYLFHewZP0_uksWawYiwqCGTZeO6_hXynVYd1niVg-_H2zmm4WA236d97MadYGpWRqxqlShdLfPaLbCgHJx-8h8g==", "id": "rs_09516b48ea7a6ed6016a0794fa416081918975865a11ffaf5f", "summary": []}], "tool_calls": [{"id": "call_rNt7ikKfZO2A239tLIvEA8HW", "call_id": "call_rNt7ikKfZO2A239tLIvEA8HW", "response_item_id": "fc_09516b48ea7a6ed6016a0794fada808191af5a129edfecaf2a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers\\n\",\"old_string\":\"    from jarvis_finance.market_data.catalog import search_instruments, UnavailableCatalogLookupProvider\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py (1,293 chars result)", "tool_call_id": "call_rNt7ikKfZO2A239tLIvEA8HW", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_cgcKbKHMhpG9RB7r6UnTkCTQ", "call_id": "call_cgcKbKHMhpG9RB7r6UnTkCTQ", "response_item_id": "fc_09516b48ea7a6ed6016a079501ba308191b5cdec357e7229e5", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    providers = default_instrument_lookup_providers() if include_external else []\",\"old_string\":\"    providers = [UnavailableCatalogLookupProvider()] if include_external else []\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py (831 chars result)", "tool_call_id": "call_cgcKbKHMhpG9RB7r6UnTkCTQ", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5UM-RqQlc2_vcFj46S6S0DXWRmOf-MTJH3ZbM4Feq_8zNCQjsdCufLwvaM3ZA0uvthJZJTULviTeKWYI-uX2fA1xTm4L0s6FcbnY1voLJGjvPrLuXQUK9RfoVkmWdiWzzK3EHWvPZCYRXKBnNCrV_KMcGylnCcdhQReMuFg9DZ1Dwt-GPI8XCRHysbs-CNglhYxG62aUDEZMv70xvqjTERRGJR3_jZAZmMTtB6tqwTc7lOfxGBHLWHpEvh4MqgoA5K3GhyfmipyLj44gOcbc-odUZ_o2lvGtuMnhL7DLKzDIIp5nABl6Vlx8zw_o1ZKhjrUbiROeyRYfDnQ4AVZPXytyoQjOGv_ECaYV-AnwXbAxdCOS2KjI30FeSqTu-lyCubAbvyfHZ5WsKt8n1Ru6lNSHlVUy_sW1CMPiNa0NolBchk9sWlbliYCGMsvgA6YdCi8tehXivhrkStS-TW80YXj8lgqGDCmhspNKa47YV9NpeDa1WtVvRuE1YhStntTuoEbyIMMbo-dPhMYBZIeFg8utgcEIM85PJXuVZvDAqfU9-ohE6I5YWGHEjJiNu0VXxbpk3TFoh2J4_u_I6h9k0tvAnyoFHITJJtwj_Zu4-77uGkMUIupZ6BPSjyFQm4Z6pyyxjPObQSf3VXv8upLZTiELnhB3Kk3BBiSRePrjVH8ZXZq7lx9-KPd2WNNVqkFUfL96NA4p_4mcRjcySXN7HmGpPt_h7KkjAuGfuHo9eEwE-A0slO3sv30hg0NwV1D_-YijNrxM2dMoVz8ukmJFzUzsQ6DarLzchOPZTqhBt57_l1fBTr3LB2Q-IHiM3Dx1CBJkNu6zAGvMr58Welb20zOYJDwHWA7zsmCxn5M-w_XDVAlicO2ZGb9kAYsQCuK05KZcGjdsffRzUQPCOTDo8ick2Whk0K1C5VezWaX4aSrIAdlQppsyC26ue3xqroaz97LdBmDrjfwmn9l6s9E1IZeBeRj_C3Ts1JYT0YnbQ05rzUu6S6n0ynvdAbBRpuD64F3rgpBzHflnP_ntY6D5urelTDls4WaKrxxn0n1_m1oY0-sXRI6O061h9cImKEeSmvVfByLBOEmx6djQKT3EkGZx0rm7XGsFEqjps1gG4Cnnw5CRkjXpsBegoMiApFFdKzn6rXTuaqAiw-SXoO3ME4idRVIE4cg5anpOuv9afbG-9mgmxp2o3fc_Lmpfc3eCWRabIV6itWzlnxZ8645-W6RuIAo-4uBNx8iRHL7kRc8WIuncX0M8DQaJ4a5U1T_oLYeH_HKhrNQ1VdpvjhyGAnDuetLeGWFSo9edvQSqXz9_TX59WQgqjWY__WCEvFgZaTdiVqP5VhdwxhZKp5eU3fSWd-vtvvG7Qn1txtXPxh7VVz89Z0dYdqMtsdc6JwiGyLOemuvm7xiISk3MUmuDEDAGunyDZ4u1g-GeGsogllHruXIB5eST03ZAJAgPeRrjg-Agmu-dLBIPfmnrTm8dxhxFmJzfkBs9ioTpG64PUMOd-rfu2gwDyPUBHxpTCRoq1ySs2x5j7vfx3SnWfnXfBu3GA==", "id": "rs_09516b48ea7a6ed6016a07950ab7f481919b0f727591c0bd73", "summary": []}], "tool_calls": [{"id": "call_Zq7ejst1ZiJOJdofq0GmKVU3", "call_id": "call_Zq7ejst1ZiJOJdofq0GmKVU3", "response_item_id": "fc_09516b48ea7a6ed6016a07950cd314819193f9ae194fae64be", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":50,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 1 (2,499 chars)", "tool_call_id": "call_Zq7ejst1ZiJOJdofq0GmKVU3", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_rensYTdcjSl2Y69VrE75GXJA", "call_id": "call_rensYTdcjSl2Y69VrE75GXJA", "response_item_id": "fc_09516b48ea7a6ed6016a079510fd3c81919ef32d606fe47db2", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry\",\"old_string\":\"from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n@@ -6,7 +6,7 @@\\n \\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.imports.common import stable_id, utc_now\\n-from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n+from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry\\n from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n from jarvis_finance.ledger.positions import calculate_positions\\n from jarvis_finance.quality.alerts import create_alert\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/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.\"}", "tool_call_id": "call_rensYTdcjSl2Y69VrE75GXJA", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_YSAWxwk00vqOflN3RiQuQlHA", "call_id": "call_YSAWxwk00vqOflN3RiQuQlHA", "response_item_id": "fc_09516b48ea7a6ed6016a07951816d48191958c7cf78acb745f", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    q = str(query or \\\"\\\").strip()\",\"old_string\":\"    from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers\\n\\n    q = str(query or \\\"\\\").strip()\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n@@ -351,8 +351,6 @@\\n     include_external: bool = False,\\n ) -> dict[str, object]:\\n     \\\"\\\"\\\"Search local instrument catalog. External providers are only used when explicitly enabled by caller.\\\"\\\"\\\"\\n-    from jarvis_finance.market_data.catalog import search_instruments, default_instrument_lookup_providers\\n-\\n     q = str(query or \\\"\\\").strip()\\n     if not q:\\n         return {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False}\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_YSAWxwk00vqOflN3RiQuQlHA", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Considering central functions**\n\nI 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.", "finish_reason": "tool_calls", "reasoning_content": "**Considering central functions**\n\nI 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.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5Uj7Qem5JKjh3gqf-SvR2R-XSOd2328s7-NDJ7uCZSYkBXyMd1QmRwFEBxiEANvOw1fc_6GOoFTCnwXZzHgM6uJ-RUuyr7Thu3k-fAQNbLcTviAkrwOQ9ilNXD4uuxSGqGk9lJ01za0v0ytEiAqQJlHD97vhAH7pRsviyqL4pIGC8eW3N3sMuLo8sgggqw6Av8Y8PpYhJXAm4x0dDU2uKkMm3vgR9GBfedG9xj-Ove2fk-a7vZCmaUliM0qZIPB2XQbKXx4KcLy8leCKJUnFD2_8rKHy7Mpa7McejW4NzLU4ebwqWloldEyKq2O9dR9S_m-ZBML1NsDiIlr_kWuZqJHVOqSK6qUC_HH6G3_RYV_HtM5TuTHH6RCuUbMU05etzr0Ia_qYLa7klQyhQn2Mz3iZEdm5MkuGKu7L2F_7H65s6YtBM3_cBLHL5uGOBTeln-30YdOqzkzarCsRy3DxWNTYZa3dL4hTnSUQdtUs0aGksgQeED4WYEZZ8HnphPzbJ0OJUQXlC2XZjDhTtc8Tob-FUXI4oHqRGjw7czBxYN7FY3zNVPptuRh44MO98-OQu4DidEehVc_MnvETsYA0u5XOxevW2dPT7vtEaVz1pNrlHSJW7_eZWdU00SeDMm_310KVQn1GGUL7btlKUfHBAPtJPJV4QVhAN1nH9Oav26_HGEsVR4hFo-XwjCFtLYoB1TNPmI6EWooYsciPDJNpKGjRfAHy9BD-HjfWtFO1sq3hhg2yKibKdJc6MJdvYkGP4q-n6eVOtnn5qbL7eeT7zH0dyp9bBfc70gR1HKlu9-_fqqrKe7AoFCdVOVUeNlBgKL03MeE3nkWLs-F5LfF7b1UIufPxzS-t8_VMV0T7brywDXh8gvNE_XqMISenGr3TzYPV-efQp0jnGvtkEf0lp0SGwNBp3fnD6ulAJfR6VWYxhErlvQ5Md1c8vQ2YS9S4QOs9Dj_XsbsEtw_7RBhnV-_Vv3bxAS9y1nSlc-zdnFQ89hvpCtH6lRwpk5-VPMb4uHKOaumNapbXxyBit8gGrLXcAzzH8OmMCBfttm3e9Rc69NP__a4v45_plngKR1iSPeiuD6bMXu4hwpwK1KglEphBJlTo1RuYZ08kAdQbKZcGz5IKNH_Gl3OW9_8iJyabpBcdTpi88FGs5F4EpkYEqn84MGIS7q-sPRCIR7jFZ2mHAw8xdEJXzDWqlBp3ySeRc2lAcUgZc989hxtHY8XLgLF0Ftt-lA1lV3GzRxLf0HXEdLaSAkclrzPR23QD_oPxkUC", "id": "rs_09516b48ea7a6ed6016a07951f10d481918bba557a2181c22d", "summary": [{"type": "summary_text", "text": "**Considering central functions**\n\nI 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."}]}], "tool_calls": [{"id": "call_wRK6cy3dpeO5PVNC1Xcjkv53", "call_id": "call_wRK6cy3dpeO5PVNC1Xcjkv53", "response_item_id": "fc_09516b48ea7a6ed6016a079523633481918969b46ba09cd598", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":190,\"offset\":35,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"    35|    st.caption(\\\"Auditierbare manuelle Aktien-/ETF-Erfassung. Dashboard liest lokal; keine Broker-Dateien oder Live-APIs beim Rendern.\\\")\\n    36|    st.warning(\\\"Keine stillen Überschreibungen: Initial Snapshots, Transaktionen und Korrekturen werden als bestätigte Ledger-Ereignisse mit Audit-Log gespeichert.\\\")\\n    37|\\n    38|    options = get_equity_management_options(conn)\\n    39|    account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n    40|    instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n    41|    tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Mapping Review Queue\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n    42|\\n    43|    with tabs[0]:\\n    44|        st.subheader(\\\"Aktie/ETF hinzufügen\\\")\\n    45|        st.caption(\\\"Wizard: 1 Suchen → 2 Instrument auswählen → 3 Depot & Menge → 4 Einstand/Datum/Notiz → 5 Review → 6 Bestätigen.\\\")\\n    46|        st.info(\\\"DOCX-Brokerimporte sind hier bewusst nicht der Hauptpfad. Es wird nur auf Klick gesucht; kein Provider-/Live-API-Call beim Rendern.\\\")\\n    47|        ensure_standard_broker_accounts(conn)\\n    48|\\n    49|        st.subheader(\\\"1. Instrument suchen\\\")\\n    50|        query = st.text_input(\\\"ISIN, Name oder Ticker\\\", key=\\\"wizard_search_query\\\")\\n    51|        class_filter = st.selectbox(\\\"Assetklasse\\\", [\\\"\\\", \\\"stock\\\", \\\"etf\\\"], key=\\\"wizard_search_class\\\")\\n    52|        currency_filter = st.selectbox(\\\"Währung\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"wizard_search_currency\\\")\\n    53|        exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"wizard_search_exchange\\\")\\n    54|        country_filter = st.text_input(\\\"Land optional\\\", key=\\\"wizard_search_country\\\")\\n    55|        provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"wizard_search_provider\\\")\\n    56|        external_lookup = st.checkbox(\\\"Provider-Suche explizit versuchen\\\", key=\\\"wizard_search_external\\\")\\n    57|        if st.button(\\\"Suchen\\\", key=\\\"wizard_search_button\\\"):\\n    58|            search_payload = search_instrument_candidates(\\n    59|                conn,\\n    60|                query=query,\\n    61|                asset_class=class_filter or None,\\n    62|                exchange=exchange_filter or None,\\n    63|                currency=currency_filter or None,\\n    64|                country=country_filter or None,\\n    65|                provider=provider_filter or None,\\n    66|                include_external=bool(external_lookup),\\n    67|            )\\n    68|            if hasattr(st, \\\"session_state\\\"):\\n    69|                st.session_state[\\\"wizard_search_results\\\"] = search_payload\\n    70|        search_state = getattr(st, \\\"session_state\\\", {}).get(\\\"wizard_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True})\\n    71|        if search_state.get(\\\"warnings\\\"):\\n    72|            st.warning(\\\"; \\\".join(str(w) for w in search_state.get(\\\"warnings\\\", [])))\\n    73|        display_rows = [\\n    74|            {\\n    75|                \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n    76|                \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n    77|                \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n    78|                \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n    79|                \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n    80|                \\\"Assetklasse\\\": r.get(\\\"asset_class\\\", \\\"\\\"),\\n    81|                \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n    82|                \\\"Mapping-Status\\\": r.get(\\\"mapping_status\\\", \\\"\\\"),\\n    83|                \\\"Letzter Kurs\\\": r.get(\\\"last_price\\\", \\\"\\\"),\\n    84|                \\\"Kursdatum\\\": r.get(\\\"price_date\\\", \\\"\\\"),\\n    85|            }\\n    86|            for r in search_state.get(\\\"results\\\", [])\\n    87|        ]\\n    88|        show_table(st, display_rows, empty_message=\\\"Noch keine Suche ausgeführt oder kein lokaler Treffer. Manuelle Anlage ist möglich.\\\")\\n    89|\\n    90|        st.subheader(\\\"2. Instrument auswählen oder manuell anlegen\\\")\\n    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\\\", []))]\\n    92|        chosen_label = st.selectbox(\\\"Treffer bewusst auswählen\\\", result_labels, key=\\\"wizard_selected_result\\\") if result_labels else None\\n    93|        selected_result = None\\n    94|        if chosen_label:\\n    95|            selected_result = search_state.get(\\\"results\\\", [])[int(chosen_label.split('.', 1)[0]) - 1]\\n    96|            st.success(\\\"Instrument ausgewählt. Ticker allein wurde nicht automatisch übernommen; Auswahl ist bewusst erfolgt.\\\")\\n    97|        with st.expander(\\\"Manuell anlegen, falls kein sauberer Treffer vorhanden ist\\\"):\\n    98|            c_asset = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"etf\\\"], key=\\\"wizard_manual_asset\\\")\\n    99|            c_name = st.text_input(\\\"Name\\\", key=\\\"wizard_manual_name\\\")\\n   100|            c_isin = st.text_input(\\\"ISIN stark empfohlen\\\", key=\\\"wizard_manual_isin\\\")\\n   101|            c_ticker = st.text_input(\\\"Ticker\\\", key=\\\"wizard_manual_ticker\\\")\\n   102|            c_exchange = st.text_input(\\\"Exchange\\\", key=\\\"wizard_manual_exchange\\\")\\n   103|            c_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"wizard_manual_currency\\\")\\n   104|            c_note = st.text_area(\\\"Notiz / Quelle zur manuellen Anlage\\\", key=\\\"wizard_manual_note\\\")\\n   105|            st.warning(\\\"Manuelle Anlage ohne ISIN erzeugt einen Data-Quality-Hinweis; ISIN und Ticker dürfen nicht beide leer sein.\\\")\\n   106|            if st.button(\\\"Manuelles Instrument speichern\\\", key=\\\"wizard_manual_save\\\"):\\n   107|                try:\\n   108|                    if not c_isin and not c_ticker:\\n   109|                        raise ValueError(\\\"ISIN oder Ticker ist erforderlich\\\")\\n   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)\\n   111|                    st.success(\\\"Instrument im lokalen Katalog gespeichert. Bitte anschließend erneut suchen und bewusst auswählen.\\\")\\n   112|                except Exception as exc:\\n   113|                    st.error(f\\\"Manuelle Anlage abgelehnt: {exc}\\\")\\n   114|\\n   115|        st.subheader(\\\"3–4. Depot, Menge, Datum, Einstand und Notiz\\\")\\n   116|        pos_account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"wizard_position_account\\\") if account_labels else None\\n   117|        pos_type = st.selectbox(\\\"Buchung\\\", [\\\"initial_snapshot\\\", \\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"manual_adjustment\\\"], key=\\\"wizard_position_type\\\")\\n   118|        pos_qty = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"wizard_position_qty\\\")\\n   119|        pos_date = st.date_input(\\\"Snapshot-/Buchungsdatum\\\", key=\\\"wizard_position_date\\\")\\n   120|        default_currency = selected_result.get(\\\"currency\\\") if selected_result else \\\"CHF\\\"\\n   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\\\")\\n   122|        pos_cost = st.text_input(\\\"Einstand / Brutto optional — leer = Cost Basis ungewiss\\\", key=\\\"wizard_position_cost\\\")\\n   123|        pos_fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"ok\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"wizard_position_fx_status\\\")\\n   124|        pos_fx_rate = st.text_input(\\\"FX-Kurs zu CHF optional\\\", key=\\\"wizard_position_fx_rate\\\")\\n   125|        pos_fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"wizard_position_fx_source\\\")\\n   126|        pos_note = st.text_area(\\\"Notiz — Pflicht bei unvollständiger Historie oder manual_adjustment\\\", key=\\\"wizard_position_note\\\")\\n   127|\\n   128|        st.subheader(\\\"5. Review\\\")\\n   129|        review = {\\n   130|            \\\"Instrument\\\": selected_result.get(\\\"name\\\") if selected_result else \\\"noch nicht ausgewählt\\\",\\n   131|            \\\"ISIN\\\": selected_result.get(\\\"isin\\\") if selected_result else \\\"\\\",\\n   132|            \\\"Ticker\\\": selected_result.get(\\\"ticker\\\") if selected_result else \\\"\\\",\\n   133|            \\\"Exchange\\\": selected_result.get(\\\"exchange\\\") if selected_result else \\\"\\\",\\n   134|            \\\"Depot\\\": pos_account_label or \\\"\\\",\\n   135|            \\\"Buchung\\\": pos_type,\\n   136|            \\\"Datum\\\": str(pos_date),\\n   137|            \\\"Cost Basis\\\": \\\"ungewiss\\\" if not pos_cost else \\\"erfasst\\\",\\n   138|            \\\"FX\\\": pos_fx_status,\\n   139|        }\\n   140|        st.write(review)\\n   141|        pos_confirm = st.checkbox(\\\"Ich bestätige: genau diese Position/Transaktion speichern\\\", key=\\\"wizard_position_confirm\\\")\\n   142|        selected_pos_account = _selected(options[\\\"accounts\\\"], pos_account_label, _account_label)\\n   143|        st.subheader(\\\"6. Bestätigen\\\")\\n   144|        if st.button(\\\"Bestätigt speichern\\\", key=\\\"wizard_position_save\\\", type=\\\"primary\\\"):\\n   145|            try:\\n   146|                if not selected_result or not selected_result.get(\\\"catalog_entry_id\\\"):\\n   147|                    raise ValueError(\\\"Instrument selection is required before saving\\\")\\n   148|                if not selected_pos_account:\\n   149|                    raise ValueError(\\\"account is required\\\")\\n   150|                result = add_manual_position_from_catalog(\\n   151|                    conn,\\n   152|                    catalog_entry_id=selected_result[\\\"catalog_entry_id\\\"],\\n   153|                    account_id=selected_pos_account[\\\"account_id\\\"],\\n   154|                    position_type=pos_type,\\n   155|                    quantity_text=pos_qty,\\n   156|                    trade_date=str(pos_date),\\n   157|                    currency=pos_currency,\\n   158|                    cost_basis_original_text=pos_cost or None,\\n   159|                    fx_status=pos_fx_status,\\n   160|                    fx_rate_to_chf_text=pos_fx_rate or None,\\n   161|                    fx_source=pos_fx_source or None,\\n   162|                    note=pos_note,\\n   163|                    confirm=bool(pos_confirm),\\n   164|                )\\n   165|                st.success(\\\"Gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.\\\")\\n   166|                if result.warnings:\\n   167|                    st.warning(\\\"Datenqualität: \\\" + \\\"; \\\".join(result.warnings))\\n   168|            except Exception as exc:\\n   169|                st.error(f\\\"Speicherung abgelehnt: {exc}\\\")\\n   170|\\n   171|    with tabs[1]:\\n   172|        st.subheader(\\\"Mapping Review Queue: PostFinance / True Wealth\\\")\\n   173|        st.caption(\\\"Review-only: Bestätigung schreibt nur Kandidatenstatus + Audit-Log. Kein Initial-Snapshot-Import aus dieser Ansicht.\\\")\\n   174|        summary = data.get_instrument_import_candidate_summary(conn)\\n   175|        st.write(summary)\\n   176|        if st.button(\\\"Qwen Review-Hilfe auf sanitizte Kandidaten anwenden\\\", key=\\\"instrument_candidate_qwen_resolve\\\"):\\n   177|            try:\\n   178|                result = qwen_resolve_staged_candidates(conn)\\n   179|                st.success(\\\"Qwen Review-Hilfe ausgeführt; keine Buchung erstellt.\\\")\\n   180|                st.write({\\\"qwen_available\\\": result.qwen_available, \\\"model\\\": result.model, \\\"improved\\\": result.improved, \\\"manual_review_remaining\\\": result.manual_review_remaining})\\n   181|            except Exception as exc:\\n   182|                st.error(f\\\"Qwen Review-Hilfe abgelehnt: {exc}\\\")\\n   183|        safe_rows = data.get_instrument_import_candidates(conn, status=\\\"exact_isin_match\\\")\\n   184|        review_rows = [r for r in data.get_instrument_import_candidates(conn) if r.get(\\\"mapping_status\\\") in {\\\"needs_manual_review\\\", \\\"probable\\\"}]\\n   185|        with st.expander(\\\"Gruppe 1: Sichere ISIN-Treffer — bereit zur Bestätigung\\\", expanded=True):\\n   186|            st.caption(\\\"Anzeige ohne Mengen/Werte. Exact-ISIN bedeutet review-bereit, nicht importiert.\\\")\\n   187|            show_table(st, safe_rows)\\n   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]\\n   189|            safe_selected = st.selectbox(\\\"Sicheren ISIN-Treffer auswählen\\\", safe_labels, key=\\\"instrument_candidate_safe_select\\\") if safe_labels else None\\n   190|            safe_note = st.text_area(\\\"Review-Notiz für sichere ISIN-Treffer\\\", key=\\\"instrument_candidate_safe_note\\\")\\n   191|            if st.button(\\\"Sicheren Treffer bestätigen\\\", key=\\\"instrument_candidate_safe_confirm\\\"):\\n   192|                try:\\n   193|                    if not safe_selected:\\n   194|                        raise ValueError(\\\"candidate is required\\\")\\n   195|                    confirm_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer manuell bestätigt\\\")\\n   196|                    st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.\\\")\\n   197|                except Exception as exc:\\n   198|                    st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\n   199|            if st.button(\\\"Sicheren Treffer ablehnen\\\", key=\\\"instrument_candidate_safe_reject\\\"):\\n   200|                try:\\n   201|                    if not safe_selected:\\n   202|                        raise ValueError(\\\"candidate is required\\\")\\n   203|                    reject_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer abgelehnt\\\")\\n   204|                    st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n   205|                except Exception as exc:\\n   206|                    st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\n   207|        with st.expander(\\\"Gruppe 2: Prüfung nötig — ISIN/Exchange/Währung ergänzen\\\", expanded=True):\\n   208|            st.caption(\\\"Ticker allein bleibt blockiert. Mengen/Werte werden nicht angezeigt.\\\")\\n   209|            show_table(st, review_rows)\\n   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]\\n   211|            selected_label = st.selectbox(\\\"Kandidat auswählen\\\", labels, key=\\\"instrument_candidate_select\\\") if labels else None\\n   212|            review_note = st.text_area(\\\"Review-Notiz\\\", key=\\\"instrument_candidate_note\\\")\\n   213|            manual_isin = st.text_input(\\\"ISIN ergänzen/korrigieren\\\", key=\\\"instrument_candidate_isin\\\")\\n   214|            manual_ticker = st.text_input(\\\"Ticker korrigieren\\\", key=\\\"instrument_candidate_ticker\\\")\\n   215|            manual_exchange = st.text_input(\\\"Exchange setzen\\\", key=\\\"instrument_candidate_exchange\\\")\\n   216|            manual_currency = st.selectbox(\\\"Währung korrigieren\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"instrument_candidate_currency\\\")\\n   217|            st.info(\\\"Als bestätigt speichern bedeutet nur: Status confirmed + Audit-Log. Produktiver Initial Snapshot bleibt blockiert bis explizite Freigabe.\\\")\\n   218|            if st.button(\\\"Resolver erneut anwenden\\\", key=\\\"instrument_candidate_resolve\\\"):\\n   219|                try:\\n   220|                    if not selected_label:\\n   221|                        raise ValueError(\\\"candidate is required\\\")\\n   222|                    result = resolve_candidate(conn, selected_label.split(\\\" | \\\", 1)[0])\\n   223|                    st.success(\\\"Resolver ausgeführt; Status aktualisiert.\\\")\\n   224|                    st.write(result)\\n   225|\", \"total_lines\": 423, \"file_size\": 30448, \"truncated\": true, \"hint\": \"Use offset=225 to continue reading (showing 35-224 of 423 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_wRK6cy3dpeO5PVNC1Xcjkv53", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5UqOhgETDhhhefrn1eTTbJeOAnnbu-S0Y1F_iqf-RuHhoF5w-jC_iHyvZRRWLETEyLOzsBF1iOvbk51uLgClfSBrkvVA_AdrZFsq-mLuAV3AL9EPzBQdkkwmGZsE5IwShwhARvGrKs7mIkIRFEv_rvC9nKe0bwmyZ297HNayTt-PF8OVX13bSuaejHBYF1VzOjKXsepG4G3JorD9iYFQzXgevrjyiCSNuTZGn-5SKU3Zwo543GMcBkEyI3USt6yL-JcRsCDopyBwLywui7hRmePK2Af7qeu6Mc4zDd6jheyAoIg2xZWYFxyd_G8x5c2wCE3OtlST5nAoiLbBHMaC57FBrbOfw8PGeyVB0n28MIUrnxmDIaTeNRGqzaTxKkl7YWOHDYT750hJRl7fh891YUhmsApTVmbeR6rm-w-jSVr8TSqUSwKh0j7aq7TEcH_gZectFsSNA1fbFN5RBfxNgFfWGWpRQ2cGCnR8HuhXk699hpHzaNwXimo5aoq1H0xlAyWcxeZMo9SxrGcMgmMk4Hf7-2zUXyy56oUSDYWdwPeGjrvPtENV6RkyeypjUcRxArRXfrSsSgNzzEqbESrcVmpL6nVRk3w6YvuHibySS2dQv0nJ8mN4NZyR-bDToejaktMXpbFEa1DRIS5FU9iqSctfk0lvOmjUb3epQ27PzxuxzRZ7rF1v7JSPpkpF1lU_WjMigtTLDskSNyX9w5J20MSOiU2tEJ_mCSqS_h8uDE4DIKncnz5uopDt8H6SSDBIK11dzp8_G_65-lpUW8LyRHVgEp6VY-nkhSkjn3Pp8pNpA8ttde1NHJgizyrqifaTRsDYX8Hbaa6pQqI0DRSpqIANlRY3OBtjqh3wYxBhyYbXrez3ofDUmNSRKrexk5VEKA0lMBJ-YxuSqE4nzUXF8ShufMgAZo2LbssIJYrOu-Cjfpakni1MKU3fRzL6qko3CNQkCRVNDmhpGtfFAJtr8XY7s-MRSqSkb882M88yaHFsAc89pfR2cnNkQ3nHkFsTdDP3Xn2e_iQ8nGUOIoDzJz0CCRVuEDKWZYPrEricPmD0NRZKKB4Gt7Tf8pnPg-iSYYYjCsYyBZAqghNt_MyNme_BY6HTH-X1lKrZiT8KMZTf2fiDXaX8ljqD91omkUOiRnmC21ws1fJ-VRfv0Ht9_U-PdcwgS_HoO1C2Ly-WtKmeVRtwDaI6uOKWYpq7Z1d6j_hNmIdvXWgJjecpxzunyQ-1ngpnCe6R9MYnZ6vwP5-tlt8N7wdpNN1YMant74nRkpCFmZKDvuRi-pQN1etoIvL8vdbfS4NZNaoxZ3znsISy9qH9q14HhhO2wgEZTjeTj-kh9j-3qfkFEG6PrBbumhlQLl8adQANAoSq2XHucKD2fASrg7_XiWa3rqXjU2bDGVkhVU54R70EQ2DGSceMJg9fCb1d8tTLhXZklSbiWuc-juKviczes4aPldwS7pNPn8tEU85WyCa4AQ2xClf8dqe8qzCYi2GndNqUkEzAKp807B5g8nKYLU3IJmk8juQdYTTfFB9ankZBcKSKEJOKEyIhdqu0Me5DvRBj8fBsJw18OYlKk7mCKMeMB8jMf1o4MmrSHCbKf9IhZpyrSINj0UDUvI_5RqMO48O1QOhPH7fhmSUnTbYRmKwPvdgwk_yhBeyQqMa9lSsjOuhSUt6w1HAQuHoWXWY_v2ChXlHZLytURmuNeuM24Kgy6xr10zPhKVV28XNOreFQgczv-oUVw9GQLjTUOZ9V4GKlLsftjABOx5K9nZzDE5os1wuGDysON6vhk5AdtR_E-9jWDiEen9vr3MBrgMDou3bRrs_6Zxfliw=", "id": "rs_09516b48ea7a6ed6016a079527d38881918fdeae6db38bacfa", "summary": []}], "tool_calls": [{"id": "call_TZKjg5Sdu5xe3wtYmoBvyCoD", "call_id": "call_TZKjg5Sdu5xe3wtYmoBvyCoD", "response_item_id": "fc_09516b48ea7a6ed6016a07952ac67481918cc3a7617a880d2b", "type": "function", "function": {"name": "write_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_17_position_add.py\",\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.equity.manage import (\\n    add_manual_position_from_catalog,\\n    create_manual_catalog_entry,\\n    ensure_standard_broker_accounts,\\n    get_equity_management_options,\\n    search_instrument_candidates,\\n)\\n\\nPAGE_TITLE = \\\"Position hinzufügen\\\"\\n\\n\\ndef _account_label(row: dict) -> str:\\n    return f\\\"{row['platform_name']} · {row['account_name']} · {row['currency']}\\\"\\n\\n\\ndef _selected(rows: list[dict], label: str | None, labeler) -> dict | None:\\n    if not label:\\n        return None\\n    for row in rows:\\n        if labeler(row) == label:\\n            return row\\n    return None\\n\\n\\ndef render(st, conn) -> None:\\n    st.title(\\\"Position hinzufügen\\\")\\n    st.caption(\\\"Geführter User-Mode-Wizard für manuelle Positionserfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n    st.info(\\\"Hauptpfad: Assetklasse wählen → Instrument suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n\\n    ensure_standard_broker_accounts(conn)\\n    options = get_equity_management_options(conn)\\n    account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n\\n    st.subheader(\\\"1. Assetklasse wählen\\\")\\n    asset_choice = st.selectbox(\\\"Assetklasse\\\", [\\\"Aktie\\\", \\\"ETF\\\", \\\"Crypto\\\", \\\"Cash\\\"], key=\\\"position_add_asset_choice\\\")\\n    if asset_choice in {\\\"Crypto\\\", \\\"Cash\\\"}:\\n        st.warning(\\\"Für diesen Sprint ist die geführte Erfassung für Aktien und ETFs priorisiert. Crypto/Cash werden hier sichtbar vorbereitet, aber noch nicht gespeichert.\\\")\\n        return\\n    asset_class = \\\"stock\\\" if asset_choice == \\\"Aktie\\\" else \\\"etf\\\"\\n\\n    st.subheader(\\\"2. Instrument suchen\\\")\\n    query = st.text_input(\\\"ISIN, Name oder Ticker\\\", key=\\\"position_add_query\\\")\\n    currency_filter = st.selectbox(\\\"Währung optional\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_currency\\\")\\n    exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"position_add_exchange\\\")\\n    country_filter = st.text_input(\\\"Land optional\\\", key=\\\"position_add_country\\\")\\n    provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"position_add_provider\\\")\\n    external_lookup = st.checkbox(\\\"Provider-Suche bei Klick einbeziehen\\\", key=\\\"position_add_external\\\")\\n    if st.button(\\\"Suchen\\\", key=\\\"position_add_search\\\"):\\n        payload = search_instrument_candidates(\\n            conn,\\n            query=query,\\n            asset_class=asset_class,\\n            exchange=exchange_filter or None,\\n            currency=currency_filter or None,\\n            country=country_filter or None,\\n            provider=provider_filter or None,\\n            include_external=bool(external_lookup),\\n        )\\n        if hasattr(st, \\\"session_state\\\"):\\n            st.session_state[\\\"position_add_search_results\\\"] = payload\\n    search_state = getattr(st, \\\"session_state\\\", {}).get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True})\\n    if search_state.get(\\\"warnings\\\"):\\n        st.warning(\\\"; \\\".join(str(w) for w in search_state.get(\\\"warnings\\\", [])))\\n    rows = [\\n        {\\n            \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n            \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n            \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n            \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n            \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n            \\\"Assetklasse\\\": \\\"Aktie\\\" if r.get(\\\"asset_class\\\") == \\\"stock\\\" else \\\"ETF\\\" if r.get(\\\"asset_class\\\") == \\\"etf\\\" else r.get(\\\"asset_class\\\", \\\"\\\"),\\n            \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n            \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n            \\\"Vertrauensstatus\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n        }\\n        for r in search_state.get(\\\"results\\\", [])\\n    ]\\n    show_table(st, rows, empty_message=\\\"Noch keine Suche ausgeführt oder kein Treffer. Manuelle Anlage ist unten möglich.\\\")\\n\\n    st.subheader(\\\"3. Instrument auswählen\\\")\\n    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\\\", []))]\\n    chosen = st.selectbox(\\\"Treffer auswählen\\\", labels, key=\\\"position_add_selected\\\") if labels else None\\n    selected = search_state.get(\\\"results\\\", [])[int(chosen.split('.', 1)[0]) - 1] if chosen else None\\n    if selected:\\n        st.success(\\\"Treffer ausgewählt. Mehrdeutige Ticker werden nicht automatisch übernommen.\\\")\\n\\n    with st.expander(\\\"Kein Treffer? Instrument manuell anlegen\\\"):\\n        manual_name = st.text_input(\\\"Name\\\", key=\\\"position_add_manual_name\\\")\\n        manual_isin = st.text_input(\\\"ISIN stark empfohlen\\\", key=\\\"position_add_manual_isin\\\")\\n        manual_ticker = st.text_input(\\\"Ticker\\\", key=\\\"position_add_manual_ticker\\\")\\n        manual_exchange = st.text_input(\\\"Exchange\\\", key=\\\"position_add_manual_exchange\\\")\\n        manual_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_manual_currency\\\")\\n        manual_note = st.text_area(\\\"Notiz / Quelle\\\", key=\\\"position_add_manual_note\\\")\\n        st.warning(\\\"Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.\\\")\\n        if st.button(\\\"Manuell anlegen\\\", key=\\\"position_add_manual_save\\\"):\\n            try:\\n                if not manual_isin and not manual_ticker:\\n                    raise ValueError(\\\"ISIN oder Ticker ist erforderlich\\\")\\n                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)\\n                st.success(\\\"Instrument lokal gespeichert. Bitte erneut suchen und bewusst auswählen.\\\")\\n            except Exception as exc:\\n                st.error(f\\\"Manuelle Anlage abgelehnt: {exc}\\\")\\n\\n    st.subheader(\\\"4. Position erfassen\\\")\\n    account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"position_add_account\\\") if account_labels else None\\n    transaction_type = st.selectbox(\\\"Transaktionstyp\\\", [\\\"Initial Snapshot\\\", \\\"Kauf\\\", \\\"Dividende/Ausschüttung\\\", \\\"Manuelle Korrektur\\\"], key=\\\"position_add_tx_type\\\")\\n    tx_map = {\\\"Initial Snapshot\\\": \\\"initial_snapshot\\\", \\\"Kauf\\\": \\\"buy\\\", \\\"Dividende/Ausschüttung\\\": \\\"dividend\\\", \\\"Manuelle Korrektur\\\": \\\"manual_adjustment\\\"}\\n    quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"position_add_quantity\\\")\\n    trade_date = st.date_input(\\\"Snapshot-/Buchungsdatum\\\", key=\\\"position_add_date\\\")\\n    default_currency = selected.get(\\\"currency\\\") if selected else \\\"CHF\\\"\\n    currencies = [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"]\\n    currency = st.selectbox(\\\"Originalwährung\\\", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key=\\\"position_add_pos_currency\\\")\\n    cost_basis = st.text_input(\\\"Einstand / Cost Basis optional\\\", key=\\\"position_add_cost_basis\\\")\\n    fees = st.text_input(\\\"Gebühren optional — für MVP nur in Notiz/Review berücksichtigt\\\", key=\\\"position_add_fees\\\")\\n    fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"ok\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"position_add_fx_status\\\")\\n    fx_rate = st.text_input(\\\"FX-Kurs zu CHF optional\\\", key=\\\"position_add_fx_rate\\\")\\n    fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"position_add_fx_source\\\")\\n    note = st.text_area(\\\"Notiz — Pflicht bei unvollständiger Historie oder Korrektur\\\", key=\\\"position_add_note\\\")\\n\\n    st.subheader(\\\"5. Review\\\")\\n    review = {\\n        \\\"Instrument\\\": selected.get(\\\"name\\\") if selected else \\\"noch nicht ausgewählt\\\",\\n        \\\"ISIN\\\": selected.get(\\\"isin\\\") if selected else \\\"\\\",\\n        \\\"Ticker\\\": selected.get(\\\"ticker\\\") if selected else \\\"\\\",\\n        \\\"Exchange\\\": selected.get(\\\"exchange\\\") if selected else \\\"\\\",\\n        \\\"Depot\\\": account_label or \\\"\\\",\\n        \\\"Transaktion\\\": transaction_type,\\n        \\\"Datum\\\": str(trade_date),\\n        \\\"Cost Basis\\\": \\\"ungewiss\\\" if not cost_basis else \\\"erfasst\\\",\\n        \\\"Gebühren\\\": \\\"notiert\\\" if fees else \\\"keine/fehlt\\\",\\n        \\\"FX\\\": fx_status,\\n    }\\n    st.write(review)\\n    confirmed = st.checkbox(\\\"Ich habe die Review-Zusammenfassung geprüft und bestätige die Speicherung\\\", key=\\\"position_add_confirm\\\")\\n\\n    st.subheader(\\\"6. Bestätigen\\\")\\n    selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n    if st.button(\\\"Position speichern\\\", key=\\\"position_add_save\\\", type=\\\"primary\\\"):\\n        try:\\n            if not selected or not selected.get(\\\"catalog_entry_id\\\"):\\n                raise ValueError(\\\"Instrument muss vor Speicherung ausgewählt werden\\\")\\n            if not selected_account:\\n                raise ValueError(\\\"Depot/Konto ist erforderlich\\\")\\n            final_note = note if not fees else f\\\"{note}\\\\nFees noted: {fees}\\\".strip()\\n            result = add_manual_position_from_catalog(\\n                conn,\\n                catalog_entry_id=selected[\\\"catalog_entry_id\\\"],\\n                account_id=selected_account[\\\"account_id\\\"],\\n                position_type=tx_map[transaction_type],\\n                quantity_text=quantity,\\n                trade_date=str(trade_date),\\n                currency=currency,\\n                cost_basis_original_text=cost_basis or None,\\n                fx_status=fx_status,\\n                fx_rate_to_chf_text=fx_rate or None,\\n                fx_source=fx_source or None,\\n                note=final_note,\\n                confirm=bool(confirmed),\\n            )\\n            st.success(\\\"Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.\\\")\\n            if result.warnings:\\n                st.warning(\\\"Datenqualität: \\\" + \\\"; \\\".join(result.warnings))\\n        except Exception as exc:\\n            st.error(f\\\"Speicherung abgelehnt: {exc}\\\")\\n\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_wf0rOcTAmax5h7eaeTWuhC5Z", "call_id": "call_wf0rOcTAmax5h7eaeTWuhC5Z", "response_item_id": "fc_09516b48ea7a6ed6016a07955c11ac8191a090c1f4c05701b8", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from . import page_16_data_quality_center\\nfrom . import page_17_position_add\\n\",\"old_string\":\"from . import page_16_data_quality_center\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\\n@@ -17,6 +17,7 @@\\n from . import page_14_import_wizard\\n from . import page_15_manual_review_queue\\n from . import page_16_data_quality_center\\n+from . import page_17_position_add\\n \\n PAGES = [\\n     page_00_command_center,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_wf0rOcTAmax5h7eaeTWuhC5Z", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_iGArgeOa9Qr5FU5fMA6bjodh", "call_id": "call_iGArgeOa9Qr5FU5fMA6bjodh", "response_item_id": "fc_09516b48ea7a6ed6016a07956258d88191a57c087b1e3d6aa9", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    page_16_data_quality_center,\\n    page_17_position_add,\\n]\",\"old_string\":\"    page_16_data_quality_center,\\n]\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\\n@@ -37,4 +37,5 @@\\n     page_14_import_wizard,\\n     page_15_manual_review_queue,\\n     page_16_data_quality_center,\\n+    page_17_position_add,\\n ]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/__init__.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_iGArgeOa9Qr5FU5fMA6bjodh", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_hetIMJ8n5GO5LVGpBwdOMz9r", "call_id": "call_hetIMJ8n5GO5LVGpBwdOMz9r", "response_item_id": "fc_09516b48ea7a6ed6016a079568122c8191857d1a1ebbf1d448", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\",\"old_string\":\"USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n@@ -10,7 +10,7 @@\\n from jarvis_finance.storage.database import connect\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n-USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n+USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_hetIMJ8n5GO5LVGpBwdOMz9r", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_1qcAt5blBAptsSHH1esoBuMp", "call_id": "call_1qcAt5blBAptsSHH1esoBuMp", "response_item_id": "fc_09516b48ea7a6ed6016a07956fd054819188834f01569e3f65", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\",\"old_string\":\"TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n@@ -12,7 +12,7 @@\\n \\n USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n-TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\\n+TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\\n \\n \\n def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_1qcAt5blBAptsSHH1esoBuMp", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Xz6QlN1Q6DS1lYo1UGE1vVuk", "call_id": "call_Xz6QlN1Q6DS1lYo1UGE1vVuk", "response_item_id": "fc_09516b48ea7a6ed6016a0795771e0c8191b7108a7412044f9e", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    a, b, c, d = st.columns(4)\\n    if a.button(\\\"+ Position hinzufügen\\\", key=\\\"cc_position_add\\\"):\\n        if hasattr(st, \\\"session_state\\\"):\\n            st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n        a.success(\\\"Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.\\\")\\n    if b.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\",\"old_string\":\"    a, b, c, d = st.columns(4)\\n    if a.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n@@ -54,7 +54,11 @@\\n \\n     st.subheader(\\\"Schnellaktionen\\\")\\n     a, b, c, d = st.columns(4)\\n-    if a.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n+    if a.button(\\\"+ Position hinzufügen\\\", key=\\\"cc_position_add\\\"):\\n+        if hasattr(st, \\\"session_state\\\"):\\n+            st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n+        a.success(\\\"Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.\\\")\\n+    if b.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n         a.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n         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)\\n         a.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Xz6QlN1Q6DS1lYo1UGE1vVuk", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "terminal", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nCompiling 'src/jarvis_finance/dashboard/main.py'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nCompiling 'src/jarvis_finance/dashboard/views/__init__.py'...\\nCompiling 'src/jarvis_finance/dashboard/views/page_00_command_center.py'...\\nCompiling 'src/jarvis_finance/dashboard/views/page_17_position_add.py'...\\nListing 'src/jarvis_finance/equity'...\\nCompiling 'src/jarvis_finance/equity/manage.py'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nCompiling 'src/jarvis_finance/market_data/catalog.py'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\nCompiling 'tests/unit/test_dashboard_functional_ux_stabilization.py'...\\nCompiling 'tests/unit/test_equity_manage.py'...\\n....                                                                     [100%]\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_GwkxlAJqnwBPuxPpGsgvAAXV", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\\n@@ -83,7 +83,9 @@\\n         st.sidebar.markdown(\\\"---\\\")\\n         if mode == \\\"User Mode\\\":\\n             names = [name for name in USER_PAGE_TITLES if name in page_map]\\n-            selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=0)\\n+            requested = st.session_state.pop(\\\"jarvis_requested_page\\\", None) if hasattr(st, \\\"session_state\\\") else None\\n+            default_index = names.index(requested) if requested in names else 0\\n+            selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=default_index)\\n             st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n         else:\\n             user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_HdKjkCCUd0YGmphn2dClTRiu", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_jjqWXamWG8VUM2kfgG41Z9P4", "call_id": "call_jjqWXamWG8VUM2kfgG41Z9P4", "response_item_id": "fc_09516b48ea7a6ed6016a07959198a48191a3da6b8b985e647a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        b.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n        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)\\n        b.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\",\"old_string\":\"        a.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n        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)\\n        a.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n@@ -59,9 +59,9 @@\\n             st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n         a.success(\\\"Bitte links in der User-Navigation „Position hinzufügen“ öffnen. Dort startet der Wizard.\\\")\\n     if b.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n-        a.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n+        b.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n         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)\\n-        a.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\\n+        b.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\\n     if b.button(\\\"Crypto-Report erzeugen\\\", key=\\\"cc_crypto_report\\\"):\\n         try:\\n             b.spinner(\\\"Crypto-Report wird aus lokalen Daten erzeugt …\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_jjqWXamWG8VUM2kfgG41Z9P4", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Considering button arrangement**\n\nI'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.", "finish_reason": "tool_calls", "reasoning_content": "**Considering button arrangement**\n\nI'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.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5WcJmfBk_g4XlsCIV5ux6SSlXAsLvDgIqM9psoWUY6PtwJfj0W1ofYT3VyxuF4fPa1k9KlwXyl7qfyhV7TJumu8CLEqvVnai2YitnuMmeKCGSH4CtWHTC4YIvyK13BqLlaGqkEZA6_t43ZoER91MiJ55WjixUTKmg8tkU8nFSwkrCbf7T-F13uvxd2tcBgeZ22fA4McDEFqgWIkgWS0Nt6fB0cyGtujGLOayyDpUu1ZqZwpsSa3cEn-6EHKWc1f6Uq231fHdA1hR6JILtn1qXOvMeC7PiTPKH5KXN24a6DZ1eAW28XvRn7urr8SH3mIa6zLXDUu2puKZFPC-aTsf6NEfQ9km6D0tE1wXyQT7cWN8M7Y_M1Dd7ybJEiSGj7UXQZwDYrYmBqBMA7r6P1hEt-zUikdrOWRjx3de27CEPRW8r-CFKa4EUzmCt7n8C7c6pIAacPhiSBtUdJwJW5eyvRibJu6-9u5vwwVeEOJb-ixGUQoWCCny9_5xHcP2rVjbZh0_26Bdriw8UOtyiPzCsnK2kuP4sddcP73xLBjUPro08izoNAhLUvn_Kj2_ivkJhqy8uH2CVuKGn0osaidCy14NUX6wZ6vRykq8PFzlLHzUI1bInIKjNzMusgRf8Nb0k3mkIyY28e2x0jxnYCPpscdVRS3yOlHmqtXeo3Ecrj2PoGj6Mqd9uorLYQxhdKsT1xzRVUtjsKFK-cGJJvQtJXNeZwmMBmZZrxiIca6hMQ0mSjG41XAKoFG7R06UFa5Rq3tBkwnndyq0tcZbIYQkByXPTaUiRdKVktk4V4y5d6wynjRyIemuVHGpDbou_FU8n-ET1JLJpqoE4WvhLY9wZwreKdo82e2I3ziBq5Ji8Oj4BJbP22BgMgp56YcI6jFXznJSzsM7C07FhRVkjGIeR3dh-C3GkF1nkhDCdnJL_0T3rWqL30ZjUByngv-5mdhwdZFGAHNUxzPYhfI7Md4geBFvVxUcaxKQrjHw_2LQxIHmZjBBtb7oKa_mRbEZtnT1iAtovPbPLeGi-GGewbQZdKrAM504Z0eIOBwycuRziC_4mg=", "id": "rs_09516b48ea7a6ed6016a07959a73e88191bbb52b088b36c5d9", "summary": [{"type": "summary_text", "text": "**Considering button arrangement**\n\nI'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."}]}], "tool_calls": [{"id": "call_HI65eERq9HfTq678GwjrGDoS", "call_id": "call_HI65eERq9HfTq678GwjrGDoS", "response_item_id": "fc_09516b48ea7a6ed6016a07959c27c08191ad455961f4076dfd", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    provider_symbol: str | None = None\\n    provider_market: str | None = None\\n    country: str | None = None\\n    hedge_status: str = \\\"unknown\\\"\",\"old_string\":\"    provider_symbol: str | None = None\\n    provider_market: str | None = None\\n    hedge_status: str = \\\"unknown\\\"\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -66,6 +66,7 @@\\n     provider: str | None = None\\n     provider_symbol: str | None = None\\n     provider_market: str | None = None\\n+    country: str | None = None\\n     hedge_status: str = \\\"unknown\\\"\\n     instrument_status: str = \\\"unknown\\\"\\n     confidence: str = \\\"low\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_HI65eERq9HfTq678GwjrGDoS", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_oRniFcM2JGD34pMRU3MrTjMf", "call_id": "call_oRniFcM2JGD34pMRU3MrTjMf", "response_item_id": "fc_09516b48ea7a6ed6016a0795a20138819188f6528ce2bcb2ec", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            provider_market=row[\\\"provider_market\\\"], country=row[\\\"country\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\",\"old_string\":\"            provider_market=row[\\\"provider_market\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -306,7 +306,7 @@\\n         CatalogSearchResult(\\n             catalog_entry_id=row[\\\"catalog_entry_id\\\"], asset_class=row[\\\"asset_class\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"], ticker=row[\\\"ticker\\\"], exchange=row[\\\"exchange\\\"],\\n             trading_currency=row[\\\"trading_currency\\\"], instrument_currency=row[\\\"instrument_currency\\\"], provider=row[\\\"provider\\\"], provider_symbol=row[\\\"provider_symbol\\\"],\\n-            provider_market=row[\\\"provider_market\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n+            provider_market=row[\\\"provider_market\\\"], country=row[\\\"country\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n             confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n         )\\n         for row in rows\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_oRniFcM2JGD34pMRU3MrTjMf", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_YK5B1bDdGmw8HWv09bn1BXoO", "call_id": "call_YK5B1bDdGmw8HWv09bn1BXoO", "response_item_id": "fc_09516b48ea7a6ed6016a0795acbf208191a1781436e3ef4f3a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"                            provider_market=item.provider_market,\\n                            country=item.country,\\n                            source=item.source,\",\"old_string\":\"                            provider_market=item.provider_market,\\n                            source=item.source,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -344,6 +344,7 @@\\n                             provider=item.provider or getattr(provider, \\\"name\\\", \\\"external\\\"),\\n                             provider_symbol=item.provider_symbol,\\n                             provider_market=item.provider_market,\\n+                            country=item.country,\\n                             source=item.source,\\n                             source_confidence=item.confidence if item.confidence in CONFIDENCES else \\\"low\\\",\\n                             notes=item.evidence_note,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_YK5B1bDdGmw8HWv09bn1BXoO", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_sP5LfIkL702hlTJent5AYrcQ", "call_id": "call_sP5LfIkL702hlTJent5AYrcQ", "response_item_id": "fc_09516b48ea7a6ed6016a0795b448108191b29e60e3ed3fe5b0", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            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\\\"))\",\"old_string\":\"            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\\\"))\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -194,7 +194,7 @@\\n             if not symbol and not name:\\n                 continue\\n             inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in name.lower() else \\\"stock\\\")\\n-            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\\\"))\\n+            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\\\"))\\n         return results\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_sP5LfIkL702hlTJent5AYrcQ", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_6CQgGnOZQHxBQAPURtLU0v1p", "call_id": "call_6CQgGnOZQHxBQAPURtLU0v1p", "response_item_id": "fc_09516b48ea7a6ed6016a0795c134fc819182886f377d9becd5", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n            continue\\n        row = {\",\"old_string\":\"        # country is prepared for future provider-enriched catalog entries; current result object may not include it.\\n        row = {\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n@@ -364,7 +364,8 @@\\n             continue\\n         if provider and (r.provider or \\\"\\\").lower() != provider.lower():\\n             continue\\n-        # country is prepared for future provider-enriched catalog entries; current result object may not include it.\\n+        if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n+            continue\\n         row = {\\n             \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n             \\\"name\\\": r.name,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_6CQgGnOZQHxBQAPURtLU0v1p", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_2OgIS7Qih3tmIU9nR6MDgBZb", "call_id": "call_2OgIS7Qih3tmIU9nR6MDgBZb", "response_item_id": "fc_09516b48ea7a6ed6016a0795c73ab08191b9420dcd2a9e9c5a", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            \\\"asset_class\\\": r.asset_class,\\n            \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n            \\\"data_source\\\": r.source,\",\"old_string\":\"            \\\"asset_class\\\": r.asset_class,\\n            \\\"data_source\\\": r.source,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n@@ -374,6 +374,7 @@\\n             \\\"exchange\\\": r.exchange or \\\"\\\",\\n             \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n             \\\"asset_class\\\": r.asset_class,\\n+            \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n             \\\"data_source\\\": r.source,\\n             \\\"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\\\"),\\n             \\\"confidence\\\": r.confidence,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_2OgIS7Qih3tmIU9nR6MDgBZb", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_r6ZQJMy5WWiB3y7JApYlUefw", "call_id": "call_r6ZQJMy5WWiB3y7JApYlUefw", "response_item_id": "fc_09516b48ea7a6ed6016a0795ceb62c8191a436e16e04166e88", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"            \\\"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\\\"),\\n            \\\"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\\\")),\",\"old_string\":\"            \\\"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\\\"),\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\\n@@ -377,6 +377,7 @@\\n             \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n             \\\"data_source\\\": r.source,\\n             \\\"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\\\"),\\n+            \\\"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\\\")),\\n             \\\"confidence\\\": r.confidence,\\n             \\\"last_price\\\": \\\"\\\",\\n             \\\"price_date\\\": \\\"\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_r6ZQJMy5WWiB3y7JApYlUefw", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5XaeWR-JBggPJcWYktOtlzOehyZHdrwkTB5m8MEPbQsmtzW_xz_kTwlQsyEaO8RM9JyzaziVXHLG5Uvcljx1R3hMTOBxCj4oCfj_WDj1OuGgukzkry2y3vpuh8KvPZUzVclTwI6vec4kVhfv0YP-W4WOUQ-2rWeGulPc0We_DwTXyD9JqnP6DKrb9UYVboltr2jImya2aRnKVYzofyFdgT6NOMWpBmn1fhbDhMV5maSkazMCtYIOQePk5TFxax-ZQfft0gJivj1eK2lfpfdvw8lw5IorfXTJGOS5CGaA5oT9w90VVkwA_6Xv2CJ5sNL3jlYZ2GNQzkqMufJFRo9KSasuLt93xjxi5Fn6Fs9zN5h3FP4nwL3cM8cA6UaNtRqnpHPLFW-6KV4Doxe4cyCUqJhBCb7TTNtwclt7Mpk07IsQJPqmOXqaztcnOJQbLMmMXBt_7dpZNep0p-8yzmUdcMiepJiGh3Yx6jofsnVq9AYA_Fx8xHjWhOLfm_Zg-RVGMree59JMylDRqAllSN7PUhi2aCJ8kMo1A5SEZOD3AODY5jpi73NzgcKfm3cgCAQYGWIrX5Wp1aFmYiKp6fpnwAwWIYVu8gGOLEX63El5fx8RBeXQZynxnGzw0dkmiIRIrNbv09Tdv01yScwICakEp5_3_4I6md7KYlrVuqMqE3WoLJ3ltZzdBl35oMD-Q8epH2bC3CbNA4fQot9BrzHCvPdqcfc4EjqrS6pC6LLcUbd7LFTFYHnaXQMuUqHamcJI3PORJlYAYEJZWq3og86rXmhA3u-6iLzpCmrVx7_iakzongGqWXLCNxfwiO31qkqCB1t4ypwHNnJVJjIAr-ZowvmL1nU2jVyOgJSKtT8gm0TlqdHPQTzG4pFy7-413a3AZpUG0ZsgTLvyhjNrLJkFFolEPIqKa9Asdb63S5ju2xdaC9ORUeO2gpmtExiVmy3chi1OZhN3hCKYFKh8v8DEI_UGzYLV7CjSE8m3VRXpMbJbIAHM-nLz8kL5lPcALSul6xKg0UI9fHkIRZVIiS3J6gE3t3pn12xsRW_flkTkQEa5QSaoonrveQKGj8VVqRN7mVrExvxuBys5OXnWfFtplBnNXkWXv7CuQUn6J9OKTYKKkNBzLhk4litjNQ5ndrbfvDywgVUU4TKvJF4h6M3qHrX-NsqwAlyxGD-TY-vS1gsDkt7KpTtcQcOARPG-l1u21eUwcPpBDWIi-3KBeEFOJey0jFado4lLc8Bo7IUv6r2XTHToVGqPlGcBp8hSXRO_rwohQ3dXGW8TBM3ZjLRU6Yb_r4Yv54DR8ikRRXOGUADtL-aRmkGV2mXl-Ngmzq_8GKmgOj4fbbauY41GKTkH1Q9Esogk436iwNPdCRuxZVAIJmfHUkrzMk-_Qap7FOwmOJtJeP3AqKoffgX2hWA3Ph-1FAQx_vUh6PJRjoBUGq2cPIlzWVvGKLSyANmH9qBnD0x27Uh1KNPZb7pyJgjzNV0vw1hzEh6pL1OAUsWK7pV4qNsKo8YKOVMBLJ3L-r4DP2r7u-lhRQRJrVdkPxLOw69WA==", "id": "rs_09516b48ea7a6ed6016a0795d8e1dc81919241bdb4972d1c1d", "summary": []}], "tool_calls": [{"id": "call_We8qeaePLPJz2NmiCPyqD9z2", "call_id": "call_We8qeaePLPJz2NmiCPyqD9z2", "response_item_id": "fc_09516b48ea7a6ed6016a0795db12188191b7d2fb98fdd80254", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nCompiling 'src/jarvis_finance/dashboard/main.py'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nCompiling 'src/jarvis_finance/dashboard/views/page_00_command_center.py'...\\nListing 'src/jarvis_finance/equity'...\\nCompiling 'src/jarvis_finance/equity/manage.py'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nCompiling 'src/jarvis_finance/market_data/catalog.py'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\n........................................................................ [ 27%]\\n..............................F......................................... [ 55%]\\n.........................................F.............................. [ 82%]\\n.............................................                            [100%]\\n=================================== FAILURES ===================================\\n_ test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent _\\n\\n    def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n>       assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\nE       AssertionError: assert ['Command Cen...n', 'Reports'] == ['Command Cen...s', 'Reports']\\nE         \\nE         At index 3 diff: 'Aktien & ETFs' != 'Reports'\\nE         Left contains 2 more items, first extra item: 'Position hinzufügen'\\nE         Use -v to get more diff\\n\\ntests/unit/test_dashboard_usability_simplification.py:20: AssertionError\\n_________________ test_provider_lookup_failure_does_not_crash __________________\\n\\n    def test_provider_lookup_failure_does_not_crash() -> None:\\n        conn = setup_conn()\\n        results, warnings = search_instruments(conn, 'ABC', providers=[UnavailableCatalogLookupProvider()])\\n        assert results == []\\n>       assert 'provider_lookup_unavailable' in warnings\\nE       AssertionError: assert 'provider_lookup_unavailable' in ['external instrument lookup is not configured']\\n\\ntests/unit/test_instrument_catalog_manual_add.py:137: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent\\nFAILED tests/unit/test_instrument_catalog_manual_add.py::test_provider_lookup_failure_does_not_crash\\n2 failed, 259 passed in 14.97s\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_We8qeaePLPJz2NmiCPyqD9z2", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Determining code updates**\n\nI'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!", "finish_reason": "tool_calls", "reasoning_content": "**Determining code updates**\n\nI'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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5Xxf0J9GNUDaqaATdTsnvOV-SF9ZIKes87iflh5X42O5uROGJpwuLRcx5H-93LL9kN3pKkUo75gFXn8trK8Zxq9sy32SENwBDvj5IAcaAsno7e3EV5McYyk86abgfhe5N6bIb9jdPxEnXpfDK3PhpeR437LmbPX6LgvAYvEBOoXBr68X7JJX4jogku95EsvBUeMZaF9k-o3m9Q5Df9RZq6H2kd1U1iAGhIm0TsXYHGRUoUKNTY5MVW0CnlYMl9rU59DAFN5rFjRPurcUMc3uzcWrPB_SXRLk5vv3HzHmjreiMS9OFK1ei4lTcO5kxLRCROmr6JpTlgk78QOm2N02eSV81XOBSBoh1uhyxiothi4pj7hHtdEnN3ru5tQa2xT0pPzf3WaxDeqqUIjD0zpVEH0zMUjAlCKuuqZxUxIANj6QcwpXzjY1XwGDUfW1JOjr5pbbUH7EwzaYQ-Pzu1NyIJ4juC6gpRcTb1V8DXc4xL2p-rW6QrJ8SZKEVyP1ejqJZUEIdnT2LSzBc-mnpLZigvlfop8kDiwJv7YHKQPb3Op-5DMstdj6JkjcC3lJRdbq9uTG5vEE2zfxB-Dd1XkT7GXxuZ4vlb7ogDF9x1oun1lWkw-O7s4mu3DyjkyrMDSXVeBrouAkTlLbhV1dir5SD2rGv9E1HuKkzR6yB7LTIlPQKGy5ihBZbdakiOID1dOoqkqahMAqwqbW0FqCddnrANwKSZAx_dr1mq2J453P2chbPz--LG9fbjvgpbZ1jgdbnQZ1AgT5_lwrTBSI05Kw9N-86vZEyA-F6ZsqtTrKgswK-4yRcJPX137azAmsie-H49qkS6rMy8E2Rs0tMBCrCPOxcNCxTzQA4czKT4SydYux7q2dWDBwPLHEEY4Y1AlFfDDaQUKbvw2WEGdeju7xDI-R-yxflynSZYRJ8Sj91HCa-a9LFWynAK0Ynx_fNML_Xjt7DWrUjNqS9xdjWNS3rDXfVzpY3rj0SvwxQIMRmxdjyRwur-AuEbFmFleoV9gazUsbn_9tdg672HQGGk8mmI7VMctTyM-9ZLkmybW5jbzNz3vHJfncJ8d0ArmfhB3KyUbtOF09u4WHmFVMQV_vPTHBA1DGGRej2CA2EMxojvxGksjtY7DsTewW7EqGfUVLlgMmD8g2qQRZm-BT2UzzDIG1T9mK7LwoYvNuT3nI8gDtt0=", "id": "rs_09516b48ea7a6ed6016a0795ee303c81919d2d7a95e7bc1078", "summary": [{"type": "summary_text", "text": "**Determining code updates**\n\nI'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!"}]}], "tool_calls": [{"id": "call_lXEv3Q8hlHYc4pmK8DcsYOUx", "call_id": "call_lXEv3Q8hlHYc4pmK8DcsYOUx", "response_item_id": "fc_09516b48ea7a6ed6016a0795f11c208191993dc3929f265192", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":60,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from pathlib import Path\\n     4|\\n     5|from jarvis_finance.dashboard import data as dashboard_data\\n     6|from jarvis_finance.dashboard import main as dashboard_main\\n     7|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n     8|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n     9|\\n    10|\\n    11|def _visible_text(st: FakeStreamlit) -> str:\\n    12|    parts: list[str] = []\\n    13|    for _name, args, kwargs in st.calls:\\n    14|        parts.extend(str(arg) for arg in args)\\n    15|        parts.extend(str(value) for value in kwargs.values())\\n    16|    return \\\"\\\\n\\\".join(parts)\\n    17|\\n    18|\\n    19|def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n    20|    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n    21|    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n    22|    assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n    23|    assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n    24|\\n    25|\\n    26|def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\\n    27|    conn = setup_multi_wallet_crypto_conn()\\n    28|    conn.execute(\\n    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')\\\"\\n    30|    )\\n    31|    st = FakeStreamlit()\\n    32|    page_00_command_center.render(st, conn)\\n    33|    text = _visible_text(st)\\n    34|    assert \\\"Was ist wichtig?\\\" in text\\n    35|    important_lines = [args[0] for name, args, _ in st.calls if name == \\\"markdown\\\" and args and str(args[0]).startswith(\\\"**Wichtig:**\\\")]\\n    36|    assert len(important_lines) <= 3\\n    37|    forbidden = TECHNICAL_FIELDS | {\\\"asset-btc\\\", \\\"rule_id\\\", \\\"entity_id\\\", \\\"productive initial crypto snapshot import\\\"}\\n    38|    assert all(item not in text for item in forbidden)\\n    39|    assert \\\"Top 5 Crypto-Positionen\\\" in text\\n    40|\\n    41|\\n    42|def test_crypto_page_uses_compact_position_columns_and_detail_panel() -> None:\\n    43|    conn = setup_multi_wallet_crypto_conn()\\n    44|    st = FakeStreamlit()\\n    45|    page_04_crypto.render(st, conn)\\n    46|    text = _visible_text(st)\\n    47|    assert \\\"Position auswählen\\\" in text\\n    48|    assert \\\"Coin Detail\\\" in text\\n    49|    table_rows = [args[0] for name, args, _ in st.calls if name == \\\"dataframe\\\" and args and isinstance(args[0], list)]\\n    50|    compact_rows = next(rows for rows in table_rows if rows and \\\"gesamtwert_chf\\\" in rows[0])\\n    51|    assert set(compact_rows[0]) == {\\\"coin\\\", \\\"symbol\\\", \\\"gesamtmenge\\\", \\\"gesamtwert_chf\\\", \\\"anteil\\\", \\\"wallets\\\", \\\"status\\\"}\\n    52|    assert \\\"kurs_chf\\\" not in compact_rows[0]\\n    53|\\n    54|\\n    55|def test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode() -> None:\\n    56|    conn = setup_multi_wallet_crypto_conn()\\n    57|    expected = {\\n    58|        \\\"Bestand hinzufügen\\\": \\\"Bestand hinzufügen — Formular\\\",\\n    59|        \\\"Bestand korrigieren\\\": \\\"Korrigieren — Formular\\\",\\n    60|        \\\"Transfer\\\": \\\"Transfer — Formular\\\",\\n    61|\", \"total_lines\": 114, \"file_size\": 5709, \"truncated\": true, \"hint\": \"Use offset=61 to continue reading (showing 1-60 of 114 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_lXEv3Q8hlHYc4pmK8DcsYOUx", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_LULM4Ulg1miwytXni61BumtD", "call_id": "call_LULM4Ulg1miwytXni61BumtD", "response_item_id": "fc_09516b48ea7a6ed6016a0795f6f2c48191b39bc044975524e7", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n    assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\",\"old_string\":\"    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n    assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -17,7 +17,7 @@\\n \\n \\n def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n-    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n+    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n     assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/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.\"}", "tool_call_id": "call_LULM4Ulg1miwytXni61BumtD", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_rj19ZuDPADmu337ehVbmOI0K", "call_id": "call_rj19ZuDPADmu337ehVbmOI0K", "response_item_id": "fc_09516b48ea7a6ed6016a0796000f2c8191bcd440400dc4265c", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        except LookupUnavailable as exc:\\n            warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n            if warning == \\\"external instrument lookup is not configured\\\":\\n                warning = \\\"provider_lookup_unavailable\\\"\\n            warnings.append(warning)\",\"old_string\":\"        except LookupUnavailable as exc:\\n            warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n            warnings.append(warning)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -321,6 +321,8 @@\\n             external = provider.search(query=query, asset_class=asset_class)\\n         except LookupUnavailable as exc:\\n             warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n+            if warning == \\\"external instrument lookup is not configured\\\":\\n+                warning = \\\"provider_lookup_unavailable\\\"\\n             warnings.append(warning)\\n             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}\\\")\\n             continue\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_rj19ZuDPADmu337ehVbmOI0K", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "user", "content": "[Your active task list was preserved across context compression]\n- [>] ux-1. Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen (in_progress)\n- [ ] ux-2. Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden (pending)\n- [ ] ux-3. Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren (pending)\n- [ ] ux-4. Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen (pending)\n- [ ] ux-5. Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen (pending)", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Continuing progress**\n\nI’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!", "finish_reason": "tool_calls", "reasoning_content": "**Continuing progress**\n\nI’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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5aALr7jFRxtLvmlKggh0M4O_5tiocp9Z7SGmKnoctNci_cPWjyTRopI0JMcdyJ9GN6XtnZoLvpE-qPzyVASNyzLOrSx0yfyJhfmFP81wyJBb74SkRpYDOQZ85pCvNrueJrFPnT4nxtsn45wrZfObe-mW_sYLxnvTpeBuRGFbGxeQV5pslgTglqP8gggMlLFYuWBruSCdYJpXvAThx6yMpYsV8F15ZZwTc4L1i9xLeFFDnB08NxRUifrM3rcMTzWHZ0J4NSMkj0tdpSCLbyhzF4BPj-5-bhzg5t1nq6QpgFs4kd2IklH0Xb5jWifQw6SsKMM1pwLSDmbpK2Xhr53XppyTjIKQyUNcYH1NiyzrtlWcUv_Z59yqfZh8QTCAT5i-e70vF9gkdYGlA2zmGbNyjM9zL5H2SKKHEjf30D1LdVZN61TDmNpLazgRp0r-jzNXB5YRhAXrS_5gRhid4P-LdFBs-y6SrQ2wSCzDGkANrVSSrUO6WX_fMhGBw8d11yN8tF0lsAxypzwpcG5qymRPf9L-tFOY8EUYhXmAeWQmt4EfQA_3Vp7DYfjCg7X68xjLB0lvhRQnJ6XnW7No-40R8fSJzJHeRwBoV9lDrTz_LJPl4eNl9GcutE8s6La5dMgKmNaj8EWuzJmulIh5FrXTbZz-OHnSRoJIu7nBtqReafDVX5isQtqgQIlTKZgQFHZD9Hddn4WesgcDpssFe40IWmQF_mDV0ty4EG5VvUBFDSxAejlr6v_CQLkSj_57xntHLyBYotVJ0P3elQu8WI7sVfA-7L6bu8nTAmEYnwkkS-tmoHOK_OTiBWdVDXCWY3Y0A3ywGDo2k5-XLPFZw6_YWOHfqaB4VrtKvlF9is8srngCPsjpxeyti-6ZWbyvYC7C142BsqMwSc3DnyhuNNhKZPoYHKBgJWGBLQPOW8gvVPv1_rRnqc0ochoezEsT8v_IzpfG8zCT7Vextb83U7RTEbdmwdLr47yoGFqmELIzzoH5yrqZ-xNJKOkouV-hjpM5lY_LDEXZ5PSts2IYDzPS-2cKJqPMry7YqUuBSj1QhCUN3GIk_CYb6xTUrgc28Sk7kncONornQZFH0gxoymE0nIY2A==", "id": "rs_09516b48ea7a6ed6016a07967e54448191812ea9890afc79f8", "summary": [{"type": "summary_text", "text": "**Continuing progress**\n\nI’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!"}]}], "tool_calls": [{"id": "call_RtJHS6Jy4UWrhBy4nmz0tdpF", "call_id": "call_RtJHS6Jy4UWrhBy4nmz0tdpF", "response_item_id": "fc_09516b48ea7a6ed6016a079680c0d48191bac9a3e7cc6ebcea", "type": "function", "function": {"name": "todo", "arguments": "{\"todos\":[{\"content\":\"Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen\",\"id\":\"ux-1\",\"status\":\"completed\"},{\"content\":\"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\",\"id\":\"ux-2\",\"status\":\"in_progress\"},{\"content\":\"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\",\"id\":\"ux-3\",\"status\":\"pending\"},{\"content\":\"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\",\"id\":\"ux-4\",\"status\":\"pending\"},{\"content\":\"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\",\"id\":\"ux-5\",\"status\":\"pending\"}],\"merge\":true}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"ux-1\", \"content\": \"Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen\", \"status\": \"completed\"}, {\"id\": \"ux-2\", \"content\": \"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\", \"status\": \"in_progress\"}, {\"id\": \"ux-3\", \"content\": \"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\", \"status\": \"pending\"}, {\"id\": \"ux-4\", \"content\": \"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\", \"status\": \"pending\"}, {\"id\": \"ux-5\", \"content\": \"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 3, \"in_progress\": 1, \"completed\": 1, \"cancelled\": 0}}", "tool_call_id": "call_RtJHS6Jy4UWrhBy4nmz0tdpF", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "tool", "name": "terminal", "content": "{\"output\": \"M src/jarvis_finance/dashboard/main.py\\n M src/jarvis_finance/dashboard/views/__init__.py\\n M src/jarvis_finance/dashboard/views/page_00_command_center.py\\n M src/jarvis_finance/equity/manage.py\\n M src/jarvis_finance/market_data/catalog.py\\n M tests/unit/test_dashboard_functional_ux_stabilization.py\\n M tests/unit/test_dashboard_usability_simplification.py\\n M tests/unit/test_equity_manage.py\\n?? src/jarvis_finance/dashboard/views/page_17_position_add.py\\n........................................................................ [ 27%]\\n........................................................................ [ 55%]\\n........................................................................ [ 82%]\\n.............................................                            [100%]\\n261 passed in 13.65s\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_2OJY4WPQWAm1R3xjtvZVFmC7", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Inspecting cache table**\n\nI 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!", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting cache table**\n\nI 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!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5aXEjhs2CcHZnKnqUvqOlsEjjizSDAZTXNCSuwzUJMM4UGL72f4KC70OjbV-xquIwJE2_TEHIx1oFD23xNNTU-qgcyOejaYBqo4PSlW5jQH49LyiXnlIVZ6niARAlaWuOOr2DS3tDrOi_q2pNqjDy4ZEWh5xVDjZvbxEojhc3ngZj8Ee9KL0n2MgTHvU26ycmf4tOTlCJPWGR2H7HZb70KuHDGQiKxzjXYds5clQ38GhtTVwRJya5_o4sN7qyvVJdkegTdSiX7rwoXEF2z31ESi2TMoxlkQIliL1agWgtQQKgzIucIivgjnw2Jmz-AGhQ9GsX9WcErz-rTwpH2ukjzYWpkMgSpB6DWO8KYXVW0ymu986bY4Net08ft_LZHNKpPtl54IKtaE25uS7g5rf48VDT30_Y4aGpp0CedqQcFQm1nzzvDFEyyserfkdI0rydHMeVRs44mUlKvh4YCk0yPXd1h0R_qsTMgoo9NdnPUUWkCOo1zEEiKuIB8zwjxgZ1gPrwaO4SNy6xxAwrUuQgeklqTugHM2Rmy4rWJllrCMygLZuPQwBRFQhFyGn2cbzstSxFCdsj9ExrL9CNVaPM9wkwJQHzKJ2yeFMd5GODpe9t66T6W7aRTSwLeRo3zLuAoBQtsi1oivatSPb2orxmAeZDKBSg7Q0HdYsr8DdZ1IZlrrtRTlmtCn5gJ07uqJGzHsxPu5NGoQW1RV2BRbd0gy0ZAqq20-0irDM8VLDG6_8L1ueOX2bGGWKfAm6Mp0Es6vi48r9r-2nC9X7afl6OTtruHVt4_SvuENMSwbPy-iy9gIxm8411NvZe85c-SmxusQaFPMsuEpoLmxkMh3LD-9xsWBslw6aqArG0MjCOeTHQWo0opY9WSardysxyWibnUtwvkJa9rSDU2a5x-8259dtB-IAeSvZOfLPDxez8hZDIGDz2Bk6hv19pdyuaUpu3jUAitU4mS-GWeFysyFEgTLNePLLJsqXkws0mqbtmBg9BAhXNUnubGGH5hVYha_Fu1u", "id": "rs_09516b48ea7a6ed6016a079694a9a48191872b43c89c00b73c", "summary": [{"type": "summary_text", "text": "**Inspecting cache table**\n\nI 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!"}]}], "tool_calls": [{"id": "call_U0EMQPQSJwZ5SuEx6TkfpUEc", "call_id": "call_U0EMQPQSJwZ5SuEx6TkfpUEc", "response_item_id": "fc_09516b48ea7a6ed6016a079697a0088191b760a6a60106415e", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\",\"offset\":80,\"limit\":290}"}}, {"id": "call_osDcFTJkDb5puI6geD3YmrC3", "call_id": "call_osDcFTJkDb5puI6geD3YmrC3", "response_item_id": "fc_09516b48ea7a6ed6016a079697a02081918de6f18240dfeb6d", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\",\"limit\":130}"}}, {"id": "call_lUARP73UKRdqzdI4Kb1UDieu", "call_id": "call_lUARP73UKRdqzdI4Kb1UDieu", "response_item_id": "fc_09516b48ea7a6ed6016a079697a02881919d6f36d10997b88c", "type": "function", "function": {"name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\",\"offset\":430,\"limit\":180}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"    80|    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n    81|        ...\\n    82|\\n    83|\\n    84|class UnavailableCatalogLookupProvider:\\n    85|    name = \\\"unavailable\\\"\\n    86|\\n    87|    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n    88|        raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n    89|\\n    90|\\n    91|class _HttpJsonLookupProvider:\\n    92|    name = \\\"provider\\\"\\n    93|    api_key_env: tuple[str, ...] = ()\\n    94|\\n    95|    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0, min_interval_seconds: float = 0.2) -> None:\\n    96|        self.api_key = api_key or next((os.environ.get(k) for k in self.api_key_env if os.environ.get(k)), None)\\n    97|        self.timeout_seconds = timeout_seconds\\n    98|        self.min_interval_seconds = min_interval_seconds\\n    99|        self._last_request_at = 0.0\\n   100|\\n   101|    def _throttle(self) -> None:\\n   102|        elapsed = time.monotonic() - self._last_request_at\\n   103|        if elapsed < self.min_interval_seconds:\\n   104|            time.sleep(self.min_interval_seconds - elapsed)\\n   105|        self._last_request_at = time.monotonic()\\n   106|\\n   107|    def _get_json(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n   108|        self._throttle()\\n   109|        req = request.Request(url, headers=headers or {})\\n   110|        with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup\\n   111|            return json.loads(response.read().decode(\\\"utf-8\\\"))\\n   112|\\n   113|    def _post_json(self, url: str, payload: object, *, headers: dict[str, str] | None = None) -> object:\\n   114|        self._throttle()\\n   115|        data = json.dumps(payload).encode(\\\"utf-8\\\")\\n   116|        req = request.Request(url, data=data, headers={\\\"Content-Type\\\": \\\"application/json\\\", **(headers or {})})\\n   117|        with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup\\n   118|            return json.loads(response.read().decode(\\\"utf-8\\\"))\\n   119|\\n   120|\\n   121|class OpenFigiLookupProvider(_HttpJsonLookupProvider):\\n   122|    name = \\\"openfigi\\\"\\n   123|    api_key_env = (\\\"OPENFIGI_API_KEY\\\", \\\"JARVIS_OPENFIGI_API_KEY\\\")\\n   124|\\n   125|    def _request(self, query: str) -> object:\\n   126|        if not self.api_key:\\n   127|            raise LookupUnavailable(\\\"openfigi_api_key_missing\\\")\\n   128|        headers = {\\\"X-OPENFIGI-APIKEY\\\": self.api_key}\\n   129|        return self._post_json(\\\"https://api.openfigi.com/v3/search\\\", {\\\"query\\\": query}, headers=headers)\\n   130|\\n   131|    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n   132|        payload = self._request(query)\\n   133|        rows = payload.get(\\\"data\\\", []) if isinstance(payload, dict) else payload if isinstance(payload, list) else []\\n   134|        results: list[CatalogSearchResult] = []\\n   135|        for item in rows[:10]:\\n   136|            if not isinstance(item, dict):\\n   137|                continue\\n   138|            name = str(item.get(\\\"name\\\") or item.get(\\\"securityDescription\\\") or \\\"\\\").strip()\\n   139|            ticker = str(item.get(\\\"ticker\\\") or \\\"\\\").strip().upper() or None\\n   140|            exchange = str(item.get(\\\"exchCode\\\") or item.get(\\\"marketSector\\\") or \\\"\\\").strip().upper() or None\\n   141|            if not name and not ticker:\\n   142|                continue\\n   143|            sec_type = str(item.get(\\\"securityType\\\") or item.get(\\\"marketSecDes\\\") or \\\"\\\").lower()\\n   144|            inferred_class = asset_class or (\\\"etf\\\" if \\\"fund\\\" in sec_type or \\\"etf\\\" in sec_type else \\\"stock\\\")\\n   145|            results.append(CatalogSearchResult(None, inferred_class, name or ticker or query, ticker=ticker, exchange=exchange, provider=\\\"openfigi\\\", provider_symbol=str(item.get(\\\"compositeFIGI\\\") or item.get(\\\"figi\\\") or ticker or \\\"\\\") or None, confidence=\\\"medium\\\", source=\\\"openfigi\\\", evidence_note=\\\"OpenFIGI search result; manual selection required\\\"))\\n   146|        return results\\n   147|\\n   148|\\n   149|class FinnhubSymbolLookupProvider(_HttpJsonLookupProvider):\\n   150|    name = \\\"finnhub\\\"\\n   151|    api_key_env = (\\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\")\\n   152|\\n   153|    def _request(self, query: str) -> object:\\n   154|        if not self.api_key:\\n   155|            raise LookupUnavailable(\\\"finnhub_api_key_missing\\\")\\n   156|        url = \\\"https://finnhub.io/api/v1/search?\\\" + parse.urlencode({\\\"q\\\": query, \\\"token\\\": self.api_key})\\n   157|        return self._get_json(url)\\n   158|\\n   159|    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n   160|        payload = self._request(query)\\n   161|        rows = payload.get(\\\"result\\\", []) if isinstance(payload, dict) else []\\n   162|        results: list[CatalogSearchResult] = []\\n   163|        for item in rows[:10]:\\n   164|            if not isinstance(item, dict):\\n   165|                continue\\n   166|            symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n   167|            description = str(item.get(\\\"description\\\") or symbol or query).strip()\\n   168|            if not symbol:\\n   169|                continue\\n   170|            inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in description.lower() else \\\"stock\\\")\\n   171|            results.append(CatalogSearchResult(None, inferred_class, description, ticker=symbol.split(\\\".\\\")[0], exchange=None, provider=\\\"finnhub\\\", provider_symbol=symbol, confidence=\\\"low\\\", source=\\\"finnhub\\\", evidence_note=\\\"Finnhub symbol lookup; manual selection required\\\"))\\n   172|        return results\\n   173|\\n   174|\\n   175|class FmpSearchProvider(_HttpJsonLookupProvider):\\n   176|    name = \\\"fmp\\\"\\n   177|    api_key_env = (\\\"FMP_API_KEY\\\", \\\"FINANCIAL_MODELING_PREP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\")\\n   178|\\n   179|    def _request(self, query: str) -> object:\\n   180|        if not self.api_key:\\n   181|            raise LookupUnavailable(\\\"fmp_api_key_missing\\\")\\n   182|        url = \\\"https://financialmodelingprep.com/api/v3/search?\\\" + parse.urlencode({\\\"query\\\": query, \\\"limit\\\": 10, \\\"apikey\\\": self.api_key})\\n   183|        return self._get_json(url)\\n   184|\\n   185|    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n   186|        payload = self._request(query)\\n   187|        rows = payload if isinstance(payload, list) else []\\n   188|        results: list[CatalogSearchResult] = []\\n   189|        for item in rows[:10]:\\n   190|            if not isinstance(item, dict):\\n   191|                continue\\n   192|            symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n   193|            name = str(item.get(\\\"name\\\") or symbol or query).strip()\\n   194|            if not symbol and not name:\\n   195|                continue\\n   196|            inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in name.lower() else \\\"stock\\\")\\n   197|            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\\\"))\\n   198|        return results\\n   199|\\n   200|\\n   201|def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:\\n   202|    return [OpenFigiLookupProvider(), FinnhubSymbolLookupProvider(), FmpSearchProvider()]\\n   203|\\n   204|\\n   205|def _validate_entry(entry: CatalogEntryInput) -> None:\\n   206|    if entry.asset_class.lower() not in ASSET_CLASSES:\\n   207|        raise ValueError(\\\"invalid asset_class\\\")\\n   208|    if not entry.name.strip():\\n   209|        raise ValueError(\\\"name is required\\\")\\n   210|    if entry.source_confidence not in CONFIDENCES:\\n   211|        raise ValueError(\\\"invalid source_confidence\\\")\\n   212|    if entry.hedge_status not in HEDGE_STATUSES:\\n   213|        raise ValueError(\\\"invalid hedge_status\\\")\\n   214|    if entry.instrument_status not in INSTRUMENT_STATUSES:\\n   215|        raise ValueError(\\\"invalid instrument_status\\\")\\n   216|    if entry.valuation_policy not in VALUATION_POLICIES:\\n   217|        raise ValueError(\\\"invalid valuation_policy\\\")\\n   218|\\n   219|\\n   220|def upsert_catalog_entry(conn: Connection, entry: CatalogEntryInput, *, note: str, created_by: str = \\\"system\\\") -> str:\\n   221|    if not note.strip():\\n   222|        raise ValueError(\\\"catalog entry upsert requires a note\\\")\\n   223|    _validate_entry(entry)\\n   224|    isin = (entry.isin or \\\"\\\").strip().upper() or None\\n   225|    ticker = (entry.ticker or \\\"\\\").strip().upper() or None\\n   226|    exchange = (entry.exchange or \\\"\\\").strip().upper() or None\\n   227|    trading_currency = (entry.trading_currency or \\\"\\\").strip().upper() or None\\n   228|    instrument_currency = (entry.instrument_currency or trading_currency or \\\"\\\").strip().upper() or None\\n   229|    provider = (entry.provider or \\\"manual\\\").strip().lower()\\n   230|    provider_symbol = (entry.provider_symbol or \\\"\\\").strip() or None\\n   231|    provider_market = (entry.provider_market or exchange or \\\"\\\").strip().upper() or None\\n   232|    catalog_entry_id = stable_id(\\\"catalog\\\", entry.asset_class.lower(), isin or \\\"\\\", ticker or \\\"\\\", exchange or \\\"\\\", trading_currency or \\\"\\\", provider, provider_symbol or \\\"\\\", entry.name)\\n   233|    now = utc_now()\\n   234|    old = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n   235|    conn.execute(\\n   236|        \\\"\\\"\\\"\\n   237|        INSERT INTO instrument_catalog_entries(\\n   238|            catalog_entry_id, asset_class, name, normalized_name, isin, ticker, exchange,\\n   239|            trading_currency, instrument_currency, provider, provider_symbol, provider_market,\\n   240|            country, sector, issuer, fund_type, is_currency_hedged, hedged_to_currency,\\n   241|            hedge_status, instrument_status, valuation_policy, source, source_confidence,\\n   242|            last_verified_at, notes, created_at, updated_at\\n   243|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   244|        ON CONFLICT(catalog_entry_id) DO UPDATE SET\\n   245|            name=excluded.name,\\n   246|            normalized_name=excluded.normalized_name,\\n   247|            provider_symbol=excluded.provider_symbol,\\n   248|            provider_market=excluded.provider_market,\\n   249|            country=excluded.country,\\n   250|            sector=excluded.sector,\\n   251|            issuer=excluded.issuer,\\n   252|            fund_type=excluded.fund_type,\\n   253|            is_currency_hedged=excluded.is_currency_hedged,\\n   254|            hedged_to_currency=excluded.hedged_to_currency,\\n   255|            hedge_status=excluded.hedge_status,\\n   256|            instrument_status=excluded.instrument_status,\\n   257|            valuation_policy=excluded.valuation_policy,\\n   258|            source=excluded.source,\\n   259|            source_confidence=excluded.source_confidence,\\n   260|            last_verified_at=excluded.last_verified_at,\\n   261|            notes=excluded.notes,\\n   262|            updated_at=excluded.updated_at\\n   263|        \\\"\\\"\\\",\\n   264|        (\\n   265|            catalog_entry_id, entry.asset_class.lower(), entry.name.strip(), normalize_name(entry.name), isin, ticker, exchange,\\n   266|            trading_currency, instrument_currency, provider, provider_symbol, provider_market,\\n   267|            entry.country, entry.sector, entry.issuer, entry.fund_type, 1 if entry.is_currency_hedged else 0 if entry.is_currency_hedged is False else None,\\n   268|            (entry.hedged_to_currency or \\\"\\\").strip().upper() or None, entry.hedge_status, entry.instrument_status,\\n   269|            entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes, now, now,\\n   270|        ),\\n   271|    )\\n   272|    record_audit_event(\\n   273|        conn,\\n   274|        source=\\\"instrument_catalog\\\",\\n   275|        action=\\\"upsert_catalog_entry\\\",\\n   276|        entity_type=\\\"instrument_catalog_entry\\\",\\n   277|        entity_id=catalog_entry_id,\\n   278|        old_values=dict(old) if old else None,\\n   279|        new_values={\\\"asset_class\\\": entry.asset_class.lower(), \\\"isin\\\": isin, \\\"ticker\\\": ticker, \\\"exchange\\\": exchange, \\\"provider\\\": provider, \\\"provider_symbol\\\": provider_symbol},\\n   280|        user_text_note=note,\\n   281|        confirmed=True,\\n   282|        created_by=created_by,\\n   283|    )\\n   284|    conn.commit()\\n   285|    return catalog_entry_id\\n   286|\\n   287|\\n   288|def search_local_catalog(conn: Connection, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n   289|    q = (query or \\\"\\\").strip()\\n   290|    if not q:\\n   291|        return []\\n   292|    clauses = [\\\"(upper(COALESCE(isin,''))=upper(?) OR upper(COALESCE(ticker,''))=upper(?) OR upper(COALESCE(provider_symbol,''))=upper(?) OR normalized_name LIKE ? OR upper(COALESCE(exchange,''))=upper(?) OR upper(COALESCE(trading_currency,''))=upper(?))\\\"]\\n   293|    params: list[object] = [q, q, q, f\\\"%{normalize_name(q)}%\\\", q, q]\\n   294|    if asset_class:\\n   295|        ac = asset_class.lower()\\n   296|        if ac == \\\"equity\\\":\\n   297|            clauses.append(\\\"asset_class IN ('equity','stock')\\\")\\n   298|        else:\\n   299|            clauses.append(\\\"asset_class=?\\\")\\n   300|            params.append(ac)\\n   301|    rows = conn.execute(\\n   302|        \\\"SELECT * FROM instrument_catalog_entries WHERE \\\" + \\\" AND \\\".join(clauses) + \\\" ORDER BY source_confidence, name, exchange, trading_currency LIMIT 50\\\",\\n   303|        tuple(params),\\n   304|    ).fetchall()\\n   305|    return [\\n   306|        CatalogSearchResult(\\n   307|            catalog_entry_id=row[\\\"catalog_entry_id\\\"], asset_class=row[\\\"asset_class\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"], ticker=row[\\\"ticker\\\"], exchange=row[\\\"exchange\\\"],\\n   308|            trading_currency=row[\\\"trading_currency\\\"], instrument_currency=row[\\\"instrument_currency\\\"], provider=row[\\\"provider\\\"], provider_symbol=row[\\\"provider_symbol\\\"],\\n   309|            provider_market=row[\\\"provider_market\\\"], country=row[\\\"country\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n   310|            confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n   311|        )\\n   312|        for row in rows\\n   313|    ]\\n   314|\\n   315|\\n   316|def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:\\n   317|    results = search_local_catalog(conn, query, asset_class)\\n   318|    warnings: list[str] = []\\n   319|    for provider in providers or []:\\n   320|        try:\\n   321|            external = provider.search(query=query, asset_class=asset_class)\\n   322|        except LookupUnavailable as exc:\\n   323|            warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n   324|            if warning == \\\"external instrument lookup is not configured\\\":\\n   325|                warning = \\\"provider_lookup_unavailable\\\"\\n   326|            warnings.append(warning)\\n   327|            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}\\\")\\n   328|            continue\\n   329|        except Exception:\\n   330|            warnings.append(\\\"provider_lookup_unavailable\\\")\\n   331|            create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument_catalog\\\", entity_id=\\\"external_lookup\\\", rule_id=\\\"provider_lookup_unavailable\\\", message=\\\"External instrument catalog provider unavailable.\\\", evidence={\\\"provider\\\": getattr(provider, \\\"name\\\", \\\"unknown\\\")}, fingerprint=f\\\"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}\\\")\\n   332|            continue\\n   333|        for item in external:\\n   334|            if item.catalog_entry_id is None:\\n   335|                try:\\n   336|                    catalog_id = upsert_catalog_entry(\\n   337|                        conn,\\n   338|                        CatalogEntryInput(\\n   339|                            asset_class=item.asset_class,\\n   340|                            name=item.name,\\n   341|                            isin=item.isin,\\n   342|                            ticker=item.ticker,\\n   343|                            exchange=item.exchange,\\n   344|                            trading_currency=item.trading_currency,\\n   345|                            instrument_currency=item.instrument_currency or item.trading_currency,\\n   346|                            provider=item.provider or getattr(provider, \\\"name\\\", \\\"external\\\"),\\n   347|                            provider_symbol=item.provider_symbol,\\n   348|                            provider_market=item.provider_market,\\n   349|                            country=item.country,\\n   350|                            source=item.source,\\n   351|                            source_confidence=item.confidence if item.confidence in CONFIDENCES else \\\"low\\\",\\n   352|                            notes=item.evidence_note,\\n   353|                        ),\\n   354|                        note=f\\\"Cache explicit instrument search result from {getattr(provider, 'name', 'external')}\\\",\\n   355|                        created_by=\\\"dashboard_search\\\",\\n   356|                    )\\n   357|                    item.catalog_entry_id = catalog_id\\n   358|                except Exception:\\n   359|                    warnings.append(\\\"provider_result_cache_failed\\\")\\n   360|            results.append(item)\\n   361|    conn.commit()\\n   362|    return results, warnings\\n   363|\\n   364|\\n   365|def prepare_catalog_from_instruments(conn: Connection, *, instrument_ids: list[str], source: str = \\\"true_wealth\\\", note: str = \\\"prepare catalog from existing instruments\\\") -> dict[str, int]:\\n   366|    summary = {\\\"instruments_total\\\": 0, \\\"catalog_entries_created\\\": 0, \\\"multiple_listings\\\": 0, \\\"manual_review_required\\\": 0, \\\"hedge_unknown\\\": 0, \\\"instrument_status_unknown\\\": 0, \\\"valuation_ready\\\": 0}\\n   367|    seen_isin: dict[str, set[tuple[str | None, str | None]]] = {}\\n   368|    for instrument_id in instrument_ids:\\n   369|        row = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n   370|\", \"total_lines\": 412, \"file_size\": 22666, \"truncated\": true, \"hint\": \"Use offset=370 to continue reading (showing 80-369 of 412 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_U0EMQPQSJwZ5SuEx6TkfpUEc", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from pathlib import Path\\n     4|from sqlite3 import Connection\\n     5|\\n     6|from jarvis_finance.config.settings import ensure_runtime_dirs, find_repo_root, load_settings\\n     7|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n     8|from jarvis_finance.dashboard.pages import PAGES\\n     9|from jarvis_finance.dashboard import data as dashboard_data\\n    10|from jarvis_finance.storage.database import connect\\n    11|from jarvis_finance.storage.migrations import apply_migrations\\n    12|\\n    13|USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n    14|ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n    15|TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\\n    16|\\n    17|\\n    18|def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n    19|    if not db_path.exists():\\n    20|        return None\\n    21|    conn = connect(db_path)\\n    22|    apply_migrations(conn)\\n    23|    return conn\\n    24|\\n    25|\\n    26|def create_demo_db(db_path: Path) -> None:\\n    27|    db_path.parent.mkdir(parents=True, exist_ok=True)\\n    28|    conn = connect(db_path)\\n    29|    try:\\n    30|        load_synthetic_demo_data(conn)\\n    31|    finally:\\n    32|        conn.close()\\n    33|\\n    34|\\n    35|def get_user_navigation_titles() -> list[str]:\\n    36|    return list(USER_PAGE_TITLES)\\n    37|\\n    38|\\n    39|def get_admin_navigation_titles() -> list[str]:\\n    40|    return list(ADMIN_PAGE_TITLES)\\n    41|\\n    42|\\n    43|def _display_title(page) -> str:\\n    44|    return TITLE_ALIASES.get(page.PAGE_TITLE, page.PAGE_TITLE)\\n    45|\\n    46|\\n    47|def _page_by_display_title() -> dict[str, object]:\\n    48|    return {_display_title(page): page for page in PAGES}\\n    49|\\n    50|\\n    51|def run_app() -> None:\\n    52|    import streamlit as st\\n    53|\\n    54|    st.set_page_config(page_title=\\\"JARVIS Finance\\\", layout=\\\"wide\\\")\\n    55|    st.sidebar.title(\\\"JARVIS Finance\\\")\\n    56|    st.sidebar.caption(\\\"Investment Dashboard · lokal · auditierbar\\\")\\n    57|\\n    58|    try:\\n    59|        repo_root = find_repo_root()\\n    60|        settings = load_settings(repo_root=repo_root)\\n    61|    except Exception as exc:\\n    62|        st.error(f\\\"Settings-/Runtime-Ladeprüfung fehlgeschlagen: {exc}\\\")\\n    63|        st.info(\\\"Prüfe JARVIS_FINANCE_RUNTIME_DIR. Runtime muss ausserhalb des Repos liegen.\\\")\\n    64|        return\\n    65|\\n    66|    ensure_runtime_dirs(settings)\\n    67|    db_path = settings.db_path\\n    68|    conn = safe_connect_existing_db(db_path)\\n    69|\\n    70|    if conn is None:\\n    71|        st.title(\\\"JARVIS Finance Dashboard\\\")\\n    72|        st.error(f\\\"Keine lokale SQLite-DB gefunden: {db_path}\\\")\\n    73|        st.info(\\\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\\\")\\n    74|        st.caption(\\\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\\\")\\n    75|        if st.button(\\\"Synthetische Dummy-DB jetzt erstellen\\\", type=\\\"primary\\\"):\\n    76|            create_demo_db(db_path)\\n    77|            st.success(\\\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\\\")\\n    78|        return\\n    79|\\n    80|    try:\\n    81|        page_map = _page_by_display_title()\\n    82|        mode = st.sidebar.radio(\\\"Modus\\\", [\\\"User Mode\\\", \\\"Admin / Review / Debug\\\"], index=0)\\n    83|        st.sidebar.markdown(\\\"---\\\")\\n    84|        if mode == \\\"User Mode\\\":\\n    85|            names = [name for name in USER_PAGE_TITLES if name in page_map]\\n    86|            requested = st.session_state.pop(\\\"jarvis_requested_page\\\", None) if hasattr(st, \\\"session_state\\\") else None\\n    87|            default_index = names.index(requested) if requested in names else 0\\n    88|            selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=default_index)\\n    89|            st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n    90|        else:\\n    91|            user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\n    92|            admin_names = [name for name in ADMIN_PAGE_TITLES if name in page_map]\\n    93|            selected = st.sidebar.radio(\\\"Admin / Daten\\\", admin_names or user_default, index=0)\\n    94|            st.sidebar.warning(\\\"Admin Mode: technische IDs, Rohdaten und Review-Details sichtbar.\\\")\\n    95|        st.session_state[\\\"jarvis_dashboard_mode\\\"] = mode\\n    96|        st.session_state[\\\"jarvis_admin_mode\\\"] = mode != \\\"User Mode\\\"\\n    97|        edit_enabled = bool(st.sidebar.toggle(\\\"Bearbeiten aktivieren\\\", value=bool(st.session_state.get(\\\"jarvis_edit_mode\\\", False))))\\n    98|        st.session_state[\\\"jarvis_edit_mode\\\"] = edit_enabled\\n    99|        if edit_enabled:\\n   100|            st.sidebar.warning(\\\"Edit Mode aktiv: Änderungen schreiben in die Runtime-DB und benötigen Review/Bestätigung.\\\")\\n   101|        else:\\n   102|            st.sidebar.info(\\\"Read-only Mode: Schreibaktionen sind deaktiviert.\\\")\\n   103|\\n   104|        st.sidebar.write(f\\\"DB: `{db_path}`\\\")\\n   105|        safe = dashboard_data.get_safe_mode_status(conn)\\n   106|        st.sidebar.info(f\\\"DB-Modus: {safe['db_mode']} | Write Mode: {safe['write_mode']}\\\")\\n   107|        st.sidebar.caption(f\\\"Backup: {safe['last_backup_at']}\\\")\\n   108|        st.sidebar.warning(\\\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\\\")\\n   109|        page = page_map[selected]\\n   110|        page.render(st, conn)\\n   111|    finally:\\n   112|        conn.close()\\n   113|\\n   114|\\n   115|if __name__ == \\\"__main__\\\":\\n   116|    run_app()\\n   117|\", \"total_lines\": 116, \"file_size\": 5027, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_osDcFTJkDb5puI6geD3YmrC3", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"   430|        currency=\\\"EUR\\\",\\n   431|        cost_basis_original_text=\\\"50.00\\\",\\n   432|        fx_status=\\\"missing\\\",\\n   433|        note=\\\"synthetic missing FX accepted for review\\\",\\n   434|        confirm=True,\\n   435|    )\\n   436|    tx_missing = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (missing.transaction_id,)).fetchone()\\n   437|    assert tx_missing[\\\"fx_status\\\"] == \\\"missing\\\"\\n   438|    assert tx_missing[\\\"gross_amount_chf\\\"] is None\\n   439|    assert \\\"missing_fx\\\" in missing.warnings\\n   440|\\n   441|\\n   442|def test_manual_wizard_supports_buy_sell_dividend_and_no_dashboard_live_api_or_ids() -> None:\\n   443|    conn = setup_conn()\\n   444|    account_id = seed_account(conn, \\\"Synthetic Trading Broker\\\")\\n   445|    catalog_id = create_manual_catalog_entry(\\n   446|        conn,\\n   447|        asset_class=\\\"stock\\\",\\n   448|        name=\\\"Synthetic Tradable\\\",\\n   449|        currency=\\\"CHF\\\",\\n   450|        isin=\\\"CH4444444444\\\",\\n   451|        ticker=\\\"TRD\\\",\\n   452|        exchange=\\\"SIX\\\",\\n   453|        note=\\\"synthetic tradable source\\\",\\n   454|    )\\n   455|    snap = add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"initial_snapshot\\\", quantity_text=\\\"5\\\", trade_date=\\\"2025-12-31\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"500\\\", note=\\\"synthetic starting point\\\", confirm=True)\\n   456|    add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"buy\\\", quantity_text=\\\"1\\\", trade_date=\\\"2026-01-05\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"110\\\", note=\\\"synthetic buy\\\", confirm=True)\\n   457|    add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"partial_sell\\\", quantity_text=\\\"2\\\", trade_date=\\\"2026-01-10\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"220\\\", note=\\\"synthetic sell\\\", confirm=True)\\n   458|    add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"dividend\\\", quantity_text=\\\"0\\\", trade_date=\\\"2026-02-01\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"4.50\\\", note=\\\"synthetic dividend\\\", confirm=True)\\n   459|    assert calculate_positions(conn).positions[(account_id, snap.instrument_id)].quantity == Decimal(\\\"4\\\")\\n   460|\\n   461|    from pathlib import Path\\n   462|    page = Path(\\\"src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\\").read_text()\\n   463|    assert \\\"search_instrument_candidates(\\\" in page\\n   464|    assert \\\"Provider-Suche explizit\\\" in page\\n   465|    wizard_source = page.split(\\\"with tabs[1]:\\\", 1)[0]\\n   466|    assert \\\"st.write({\\\\\\\"instrument_id\\\\\\\"\\\" not in wizard_source\\n   467|    assert \\\"st.write({\\\\\\\"catalog_entry_id\\\\\\\"\\\" not in wizard_source\\n   468|\\n   469|\\n   470|def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n   471|    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments\\n   472|\\n   473|    conn = setup_conn()\\n   474|    monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n   475|    results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n   476|    assert results == []\\n   477|    assert \\\"openfigi_api_key_missing\\\" in warnings\\n   478|\\n   479|    class FakeOpenFigi(OpenFigiLookupProvider):\\n   480|        def _request(self, query: str):\\n   481|            return [{\\\"name\\\": \\\"Apple Inc\\\", \\\"ticker\\\": \\\"AAPL\\\", \\\"exchCode\\\": \\\"US\\\", \\\"securityType\\\": \\\"Common Stock\\\", \\\"marketSecDes\\\": \\\"Equity\\\", \\\"compositeFIGI\\\": \\\"BBG000B9XRY4\\\"}]\\n   482|\\n   483|    results, warnings = search_instruments(conn, \\\"Apple\\\", providers=[FakeOpenFigi(api_key=\\\"runtime-only-key\\\")])\\n   484|    assert warnings == []\\n   485|    assert results[0].source == \\\"openfigi\\\"\\n   486|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE provider='openfigi'\\\").fetchone()[\\\"c\\\"] == 1\\n   487|\\n   488|\\n   489|def test_search_candidates_uses_external_providers_only_on_explicit_click(monkeypatch) -> None:\\n   490|    from jarvis_finance.equity import manage\\n   491|    from jarvis_finance.market_data.catalog import CatalogSearchResult\\n   492|\\n   493|    conn = setup_conn()\\n   494|    calls = {\\\"n\\\": 0}\\n   495|\\n   496|    class FakeProvider:\\n   497|        name = \\\"fake_provider\\\"\\n   498|        def search(self, *, query, asset_class=None):\\n   499|            calls[\\\"n\\\"] += 1\\n   500|            return [CatalogSearchResult(None, asset_class or \\\"stock\\\", \\\"Synthetic Provider AG\\\", isin=\\\"CH5555555555\\\", ticker=\\\"SPV\\\", exchange=\\\"SIX\\\", trading_currency=\\\"CHF\\\", provider=\\\"fake\\\", confidence=\\\"medium\\\", source=\\\"fake_provider\\\")]\\n   501|\\n   502|    monkeypatch.setattr(manage, \\\"default_instrument_lookup_providers\\\", lambda: [FakeProvider()])\\n   503|    search_instrument_candidates(conn, query=\\\"SPV\\\", include_external=False)\\n   504|    assert calls[\\\"n\\\"] == 0\\n   505|    result = search_instrument_candidates(conn, query=\\\"SPV\\\", include_external=True)\\n   506|    assert calls[\\\"n\\\"] == 1\\n   507|    assert result[\\\"results\\\"][0][\\\"data_source\\\"] == \\\"fake_provider\\\"\\n   508|\", \"total_lines\": 507, \"file_size\": 18965, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_lUARP73UKRdqzdI4Kb1UDieu", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Evaluating testing needs**\n\nI’m thinking I need more tests, perhaps for the position page without IDs and focusing on rendering without an API. It might be enough to store provider cache in a table. Additionally, I wonder if we should avoid displaying technical IDs; even if the page source has internal identifiers, they shouldn't be visible in User Mode. There's an existing test for page 13, but not for page 17, so I'll need to add more tests. Plus, I need to check if FakeStreamlit supports expanders.", "finish_reason": "tool_calls", "reasoning_content": "**Evaluating testing needs**\n\nI’m thinking I need more tests, perhaps for the position page without IDs and focusing on rendering without an API. It might be enough to store provider cache in a table. Additionally, I wonder if we should avoid displaying technical IDs; even if the page source has internal identifiers, they shouldn't be visible in User Mode. There's an existing test for page 13, but not for page 17, so I'll need to add more tests. Plus, I need to check if FakeStreamlit supports expanders.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5aeRTPNJLX5bHl9zVP7dZDbOgYr4chBUbVxMSgz68rfKbFze9f2OJVURNwxKDs-VoE8rcbs5I44M-vf4JkiidzpoWpmnBS9GcIuHW9x7roKm1Ew8mk9oUajdgYVKUyCOaHrhWtsmrveMgRZ1img0nFGb6fem9GNRsjUFvjkApozQ7Br36RZ2hQ53nL7zOXc7T3xV0Wt7_hriXUTUsl3ehzWpnr7DVEINxTOv3Dw2L3s4TVNH_die8eTHY0Ilny_quj577XPyZ9rJfRM8vR2mqMPqq8jVov42wCfU4EwKi09R1pDiDQQXnmmMt3rsPb_UKJrBEIiAsD2DxUZqOkIkf2FKtq_i-ZMd9niq_kYqnm64s_PUZY--Wxfb0jelrW7uqV2iTDxizYr7ZuJCZRL4HhKbNBCYinja_Jiek041Nos6c-nFAm9P1Y_9abZLa5yLAREX87mOut8srJcynhNwrl0OdaVIOOIPhM0qp5GGM_OpI1W2qZuzNFAKB_ILS6N2bbcKCnegzN1TcxXaZE75rNJJLCjc1Bh8O97LTEFQDxvJOEOCGlQaD9su1kTnQkg8WKp8gkfQZjLUoYi6oW8zkiDeu0vHISfsledY5QQM4Ydt8uDAnNRIvy5xKc-ug-xfqQPzjrr8PZTqGPgnYGAc3Lox2ZN_1NLQ-CAuoMUH3Ch1qjiTkJJIxJsS1fAbiKpeINLhl63l1uED32-llVIgA-JkpQ9-s1xtbW8lE6v-kHnRa8_ALV-Praemd0gZg6o-ZA4QQeY4DE7rDHHSTULWhCHwvHhTRxDhBXMY5C5W86O5uAaz263uKGBgOCfTjFBw8CdAH6R6wz6p-zNDVWhKqqVupJVfn16B4xwElAVPCJ-t38MU6PszFuGXxzlxNA8uIf8cWozqEpVpEtHeZI_Mk__-A_g26MpOk6OLtaPyvwbNTsn3oU-vzo876Euq2rQGbgdV3n5HWwqMt2LdonoCvc1hh8DebXo4kPYRviCn66YagQ6S9PPM4ttZm-CINZ_eRw6RDUCmk9MWR9X8iWOLK45iSsb5BZyzzai_QBqJLNhDouG0Qa9V_0hfQm1sL_UPW4fNQGG5Hb68Y2wfinLABz16aBJE71hwPl3CIO7YDJVyiPjUoCAMQlnqexEfITZbLPDqMfT0POHZ5B_LBAJM8vV4xG7SohckHsz4oKpaq8ZD_QmlL8PQvTnHVfijS1FCOQLGv7JMy-XdnZDVZU_TMbIyFBLBGA7JkmE47D19-sLE_pOJhySnDZdN1MgQ_ato03X66WpGBMDlhGKCwE1PqnBzatZJ5YHPsfk6VQX-AuNSCO5PYsehn6i6YK2H_dWVilBy8pfmZj5tjmOoMXla-4oeA==", "id": "rs_09516b48ea7a6ed6016a07969a20dc8191ab7273acba47daf0", "summary": [{"type": "summary_text", "text": "**Evaluating testing needs**\n\nI’m thinking I need more tests, perhaps for the position page without IDs and focusing on rendering without an API. It might be enough to store provider cache in a table. Additionally, I wonder if we should avoid displaying technical IDs; even if the page source has internal identifiers, they shouldn't be visible in User Mode. There's an existing test for page 13, but not for page 17, so I'll need to add more tests. Plus, I need to check if FakeStreamlit supports expanders."}]}], "tool_calls": [{"id": "call_UEzVuEhzW6KGEj3YsJWjZOLc", "call_id": "call_UEzVuEhzW6KGEj3YsJWjZOLc", "response_item_id": "fc_09516b48ea7a6ed6016a07969e18ec81918cff262439ce25d1", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":180,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_ux_sprint2.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|\\n     5|from jarvis_finance.crypto.assets import create_crypto_asset\\n     6|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n     7|from jarvis_finance.crypto.wallets import create_wallet\\n     8|from jarvis_finance.dashboard import data as dashboard_data\\n     9|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n    10|from jarvis_finance.dashboard.pages import page_12_crypto_manage\\n    11|from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n    12|from jarvis_finance.storage.database import connect_memory\\n    13|from jarvis_finance.storage.migrations import apply_migrations\\n    14|\\n    15|\\n    16|class FakeStreamlit:\\n    17|    def __init__(self, button_presses: set[str] | None = None) -> None:\\n    18|        self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n    19|        self.sidebar = self\\n    20|        self.session_state = {}\\n    21|        self.button_presses = button_presses or set()\\n    22|\\n    23|    def __getattr__(self, name: str):\\n    24|        def recorder(*args, **kwargs):\\n    25|            self.calls.append((name, args, kwargs))\\n    26|            if name == \\\"button\\\":\\n    27|                label = str(args[0]) if args else str(kwargs.get(\\\"label\\\", \\\"\\\"))\\n    28|                return label in self.button_presses and not bool(kwargs.get(\\\"disabled\\\", False))\\n    29|            if name == \\\"checkbox\\\":\\n    30|                return False\\n    31|            if name == \\\"toggle\\\":\\n    32|                return bool(kwargs.get(\\\"value\\\", False))\\n    33|            if name in {\\\"text_input\\\", \\\"text_area\\\", \\\"date_input\\\"}:\\n    34|                return \\\"\\\"\\n    35|            if name in {\\\"selectbox\\\", \\\"radio\\\", \\\"pills\\\"}:\\n    36|                options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n    37|                return list(options)[0] if options else None\\n    38|            if name in {\\\"tabs\\\", \\\"columns\\\"}:\\n    39|                values = args[0] if args else []\\n    40|                count = values if isinstance(values, int) else len(values)\\n    41|                return [self for _ in range(count)]\\n    42|            if name == \\\"expander\\\":\\n    43|                return self\\n    44|            return None\\n    45|        return recorder\\n    46|\\n    47|    def __enter__(self):\\n    48|        return self\\n    49|\\n    50|    def __exit__(self, *args):\\n    51|        return False\\n    52|\\n    53|\\n    54|def setup_demo_conn():\\n    55|    conn = connect_memory()\\n    56|    apply_migrations(conn)\\n    57|    load_synthetic_demo_data(conn)\\n    58|    return conn\\n    59|\\n    60|\\n    61|def setup_multi_wallet_crypto_conn():\\n    62|    conn = connect_memory()\\n    63|    apply_migrations(conn)\\n    64|    w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n    65|    w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n    66|    eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n    67|    btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n    68|    create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w1, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n    69|    create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w2, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n    70|    create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal(\\\"0.00000001\\\"), verification_status=\\\"stale\\\", last_verified_at=\\\"2026-01-01T00:00:00Z\\\", note=\\\"synthetic btc tiny\\\")\\n    71|    store_crypto_price(conn, asset_id=eth, quote=PriceQuote(\\\"ethereum\\\", \\\"CHF\\\", Decimal(\\\"2500.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n    72|    store_crypto_price(conn, asset_id=btc, quote=PriceQuote(\\\"bitcoin\\\", \\\"CHF\\\", Decimal(\\\"40000.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n    73|    return conn\\n    74|\\n    75|TECHNICAL_FIELDS = {\\n    76|    \\\"asset_id\\\",\\n    77|    \\\"wallet_id\\\",\\n    78|    \\\"instrument_id\\\",\\n    79|    \\\"entity_id\\\",\\n    80|    \\\"rule_id\\\",\\n    81|    \\\"source_id\\\",\\n    82|    \\\"provider_symbol_status\\\",\\n    83|    \\\"hedge_status\\\",\\n    84|    \\\"dedup_key\\\",\\n    85|    \\\"fingerprint\\\",\\n    86|}\\n    87|\\n    88|\\n    89|def test_user_mode_crypto_and_portfolio_tables_are_clean_and_formatted() -> None:\\n    90|    conn = setup_multi_wallet_crypto_conn()\\n    91|    crypto_rows = dashboard_data.get_crypto_coin_summary(conn)\\n    92|    assert crypto_rows\\n    93|    visible_crypto = dashboard_data.visible_user_columns(crypto_rows[0])\\n    94|    assert len(visible_crypto) <= 8\\n    95|    assert TECHNICAL_FIELDS.isdisjoint(visible_crypto)\\n    96|    assert crypto_rows[0][\\\"kurs_chf\\\"].startswith(\\\"CHF \\\")\\n    97|    assert \\\"'\\\" in dashboard_data.chf_text(Decimal(\\\"12345.67\\\"))\\n    98|    assert dashboard_data.translate_status(\\\"missing_market_price\\\") == \\\"Preis fehlt\\\"\\n    99|    assert dashboard_data.translate_status(\\\"fresh\\\") == \\\"Aktuell\\\"\\n   100|\\n   101|    portfolio = dashboard_data.get_portfolio_positions_user(conn)\\n   102|    assert portfolio == [] or TECHNICAL_FIELDS.isdisjoint(portfolio[0])\\n   103|    assert all(len(row) <= 8 for row in portfolio)\\n   104|\\n   105|\\n   106|def test_chart_data_for_crypto_coin_and_wallet_distribution_is_correct() -> None:\\n   107|    conn = setup_multi_wallet_crypto_conn()\\n   108|    coin_chart = dashboard_data.get_crypto_coin_allocation_chart(conn)\\n   109|    wallet_chart = dashboard_data.get_crypto_wallet_allocation_chart(conn)\\n   110|    assert [row[\\\"label\\\"] for row in coin_chart][:2] == [\\\"Ethereum\\\", \\\"Bitcoin\\\"]\\n   111|    assert coin_chart[0][\\\"value_chf\\\"] == \\\"10000.00\\\"\\n   112|    assert {row[\\\"label\\\"] for row in wallet_chart} == {\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"}\\n   113|    assert all(\\\"asset_id\\\" not in row and \\\"wallet_id\\\" not in row for row in coin_chart + wallet_chart)\\n   114|\\n   115|\\n   116|def test_coin_detail_and_wallet_detail_are_selectable_read_models() -> None:\\n   117|    conn = setup_multi_wallet_crypto_conn()\\n   118|    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n   119|    detail = dashboard_data.get_crypto_coin_detail(conn, eth[\\\"_asset_id\\\"], price_max_age_seconds=999999999)\\n   120|    assert detail[\\\"coin\\\"] == \\\"Ethereum\\\"\\n   121|    assert detail[\\\"gesamtwert_chf\\\"] == \\\"CHF 10'000.00\\\"\\n   122|    assert detail[\\\"preisstatus\\\"] == \\\"Aktuell\\\"\\n   123|    assert len(detail[\\\"wallets\\\"]) == 2\\n   124|    assert {\\\"Bestand hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Bestand auf 0 setzen\\\", \\\"Audit / Verlauf anzeigen\\\"} <= set(detail[\\\"actions\\\"])\\n   125|    assert TECHNICAL_FIELDS.isdisjoint(detail)\\n   126|    assert TECHNICAL_FIELDS.isdisjoint(detail[\\\"wallets\\\"][0])\\n   127|\\n   128|    wallet = dashboard_data.get_wallet_user_overview(conn)[0]\\n   129|    wallet_detail = dashboard_data.get_wallet_detail(conn, wallet[\\\"_wallet_id\\\"])\\n   130|    assert wallet_detail[\\\"wallet_name\\\"]\\n   131|    assert wallet_detail[\\\"coins\\\"]\\n   132|    assert {\\\"Coin in Wallet hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer aus Wallet\\\", \\\"Wallet verifizieren\\\", \\\"Wallet bearbeiten\\\", \\\"Wallet deaktivieren\\\"} <= set(wallet_detail[\\\"actions\\\"])\\n   133|    assert TECHNICAL_FIELDS.isdisjoint(wallet_detail)\\n   134|\\n   135|\\n   136|def test_alert_cards_are_readable_and_do_not_expose_rule_ids() -> None:\\n   137|    conn = setup_demo_conn()\\n   138|    cards = dashboard_data.get_alert_cards(conn, limit=5)\\n   139|    summary = dashboard_data.get_alert_summary_cards(conn)\\n   140|    assert {\\\"kritisch\\\", \\\"wichtig\\\", \\\"info\\\"} <= set(summary)\\n   141|    assert cards\\n   142|    assert {\\\"title\\\", \\\"description\\\", \\\"affected\\\", \\\"severity\\\", \\\"actions\\\"} <= set(cards[0])\\n   143|    assert TECHNICAL_FIELDS.isdisjoint(cards[0])\\n   144|    assert not cards[0][\\\"title\\\"].startswith(\\\"missing_\\\")\\n   145|\\n   146|\\n   147|def test_crypto_manage_renders_action_cards_not_all_forms_by_default() -> None:\\n   148|    conn = setup_multi_wallet_crypto_conn()\\n   149|    st = FakeStreamlit()\\n   150|    page_12_crypto_manage.render(st, conn)\\n   151|    buttons = [args[0] for name, args, _kwargs in st.calls if name == \\\"button\\\" and args]\\n   152|    text_inputs = [args[0] for name, args, _kwargs in st.calls if name == \\\"text_input\\\" and args]\\n   153|    assert {\\\"Coin hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer zwischen Wallets\\\", \\\"Bestand entfernen / auf 0 setzen\\\", \\\"Neues Wallet\\\", \\\"Verlauf ansehen\\\"} <= set(buttons)\\n   154|    assert len(text_inputs) <= 3\\n   155|\\n   156|\\n   157|def test_admin_mode_can_still_access_technical_fields() -> None:\\n   158|    conn = setup_multi_wallet_crypto_conn()\\n   159|    assert \\\"asset_id\\\" in dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)[0]\\n   160|    assert \\\"wallet_id\\\" in dashboard_data.get_wallet_user_overview(conn, admin_mode=True)[0]\\n   161|\", \"total_lines\": 160, \"file_size\": 8072, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_UEzVuEhzW6KGEj3YsJWjZOLc", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5akGchGoXE9uD1jF3Wmx4T4G3O6rbwCCAFvCGA8vhaMRksJ50Y43MNkjHVG8u05EScyu9NY4YjoWfIy6eeSelz47hqxXy1oq-xVsUL3PJ9EMFt-E8iBfpETDWsW_E78iC0acSV9DiF4vnyt9gcv6CuMbcqG317jM4zFdNgtgFER88kzs5l5EhI3lwTN4KFd7_5rI5OvCS_ff4jUjuyXDsGSSTsdm05N_6XwcKssnUedFfISXYu2Uewm4plvEvuzASAGwrcOwyCjFla0rN_2R59mKjzF9LAju8UIsV15HgWXppsT0KHAYZmnGLvaMVejK_COIaWgKBtftaSjd84wtwBwSk4vDMM0sU9ettvkFJnWniIQr8fxzb5xKt8BhwlDHwU_wMA_7O2cCY6H2qJWDbnFYSrMaXIcBSpiNtEW4B_wTY5RiFka5Ls4gKrP4hmpqf518amqp_wlhgXS8QmITDuCJ4yWTP-uBtqvTp54-mJlnZcTC0waynF_9hbTHbHVfHkeCKgk4YB6NoLXXka3CfztwevABvf2zX73VEFyNFAAUq0F51dHLDUDgqJ_X806E_yi4hwcRhU8RnhIPrN25P3Tb9pa2y9FbgOVBr7fZajjzxphQcwibxgDv5BTKF9jDF_uztLl-xCUubK8FPeUb4WKGFfS7kOLWXUcGoFNQHQFNLcqXBZ1bFwmPo1M5qTNOO4WCwCWiS-NjWUA_F2jCnRvQMYIdsQEXF_joApb6RkgqYaxFNGEXGwN2t4QQ3uKBLkd-D6kiXrOINRrqXysVtuaTSiprczJ2uY5kXSm8OQAZAmQO9xjMfmaDOoD15xSkwEO_hpiU1axgTXntgWTzAJpmTLhkJb3rKOX6xgbR9xlhNw65bkdwaozcGarOl6R6RiUiJjTsIEzf7rS1VSwUpk4GBT4LEFyrqg0x_cr-Dep_uvoNgh2OQrsizcdHg48ndhvivf9a_17268FTTBWlJkLXdhp-0QSZq4uaF07tYGd14w_Mx6RvTHx1bNq_KJX9qf-SBQfnLEKvHOzbPkl3GPmUmPnY5enOIM0Qebcp4pE-i2_4Swl1MSVfdIonwYg_I-XcvYPMm7ociBCVKBPCp4tW9QA_L1JfTQ6GAfUPN1RLercw6FvYS2okDMd6xktY45ITPRxYlo5tW6wsiENzE9N5YBE3KaNJRiyHwdHdSv5jZnXLMe1ag5cMCov3RZZmmKK6NwITEYTIs6DajaS4FfYMQpUWeM8eLc5Ru-CX_ilR_fQKy77hSG_Hj9gaPCsptUKBP3gOAB02JXuoFQl9smw1JG9ycujjCS9aSvhOzPBjVowWy8vCiVTO_X7GXWYQP5Up9mbuKxog1QPumZYSe-j86Bur-AB6iG2s4j57MsWTkaomFz5MlBkZ1tbfTnDmILfbYt-PNS25X6NJ9k9dkjVJivNBDHDmQGchqMPgGH1qY4VZX6MJ8856xP2N62UulSi2acXWpd3Bg-FxKAJHoGYW_H4zfVQigSubqFmqQgdqoeLdOsb2HFVvayq8AkPLFltEi1Ns-V6jRtCP8LTniVgwxN5CyKSBUXmg2kmGPq5uApPSrkkP4N8PlIFgpBL0a7hZnN6fnlKsA1o3vqgydl7VbXBzyksp5aAqIK3w5dfpW83QQvlzdRWNKKAezuSp85WKdZZojzIdZzA4Cl2xu-JF1BfEb5YyqajIWjp11-OUdDgKDz_wzuAbalMEQMbq2Ylg_K9VfP6vdiYjMr9eRxpE9_3kPso1xxggF43XEJoGuSg22BtEOo-RTNFBHJQM5G-I69VAX23BbEcQwvRLus3f2L6iT3PM8K6M1_6rK-ZPJQJYR7JmeqsG5EDr81lagq39NpsR0KW-MaoE2Lkq1doF_6vcKkGdJzaKwzRyKfUOX1hY4Nbytjo5IAo6hfOFcZyfKvOsDbKNKyZk4S4R6ZyliPVxRF9QRLdVVunOFivd-gvkk72qGD2rYDUqHuUQ9bqcK8cje7F6pG7zSHV8tBj0H_lGl32JARpIMC2iakLer8Ai6aNnUVJwkvfad2zBLL7XeJZwiyIgSebvR2PvhuzRPr_OXBo4BLJyilmGuyUR5wYhtTynW2bkkn4c1FdImvY6RTNaaMaovIiEgX8ymmwMOacppb_GkIa_WW85jdBSBjijuhJrL3_lBRyFCIASR1GStFnyjkpNu2CWIrn7fykqQ==", "id": "rs_09516b48ea7a6ed6016a0796a0fc94819190f7f2f955a9c9d9", "summary": []}], "tool_calls": [{"id": "call_Oc6rf4fzYtvjzuVOdtaWOb5b", "call_id": "call_Oc6rf4fzYtvjzuVOdtaWOb5b", "response_item_id": "fc_09516b48ea7a6ed6016a0796a4abfc8191b6bedd018bb924ed", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\nfrom jarvis_finance.dashboard.views import page_17_position_add\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\",\"old_string\":\"from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -5,6 +5,9 @@\\n from jarvis_finance.dashboard import data as dashboard_data\\n from jarvis_finance.dashboard import main as dashboard_main\\n from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n+from jarvis_finance.dashboard.views import page_17_position_add\\n+from jarvis_finance.storage.database import connect_memory\\n+from jarvis_finance.storage.migrations import apply_migrations\\n from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Oc6rf4fzYtvjzuVOdtaWOb5b", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_DxVmcYw4yk6Hda2RhwUgJWig", "call_id": "call_DxVmcYw4yk6Hda2RhwUgJWig", "response_item_id": "fc_09516b48ea7a6ed6016a0796ac23648191804a2fcd3f4eec21", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n    conn = connect_memory()\\n    apply_migrations(conn)\\n    st = FakeStreamlit()\\n    page_17_position_add.render(st, conn)\\n    text = _visible_text(st)\\n    assert \\\"Position hinzufügen\\\" in text\\n    assert \\\"1. Assetklasse wählen\\\" in text\\n    assert \\\"2. Instrument suchen\\\" in text\\n    assert \\\"Suchen\\\" in text\\n    assert \\\"Manuell anlegen\\\" in text\\n    assert \\\"Position speichern\\\" in text\\n    assert \\\"catalog_entry_id\\\" not in text\\n    assert \\\"instrument_id\\\" not in text\\n    assert \\\"source_id\\\" not in text\\n\\n\\ndef test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\",\"old_string\":\"def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -24,6 +24,23 @@\\n     assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n+\\n+\\n+def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n+    conn = connect_memory()\\n+    apply_migrations(conn)\\n+    st = FakeStreamlit()\\n+    page_17_position_add.render(st, conn)\\n+    text = _visible_text(st)\\n+    assert \\\"Position hinzufügen\\\" in text\\n+    assert \\\"1. Assetklasse wählen\\\" in text\\n+    assert \\\"2. Instrument suchen\\\" in text\\n+    assert \\\"Suchen\\\" in text\\n+    assert \\\"Manuell anlegen\\\" in text\\n+    assert \\\"Position speichern\\\" in text\\n+    assert \\\"catalog_entry_id\\\" not in text\\n+    assert \\\"instrument_id\\\" not in text\\n+    assert \\\"source_id\\\" not in text\\n \\n \\n def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_DxVmcYw4yk6Hda2RhwUgJWig", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_HS9PrDht6cw70OxNyQ2csswC", "call_id": "call_HS9PrDht6cw70OxNyQ2csswC", "response_item_id": "fc_09516b48ea7a6ed6016a0796b56ca481918cb9b09ff8ff02b4", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n\\n    assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\",\"old_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -468,8 +468,9 @@\\n \\n \\n def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n-    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments\\n-\\n+    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n+\\n+    assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n     conn = setup_conn()\\n     monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n     results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_HS9PrDht6cw70OxNyQ2csswC", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_AECneus4RVC1NCSdTrqZOUF9", "call_id": "call_AECneus4RVC1NCSdTrqZOUF9", "response_item_id": "fc_09516b48ea7a6ed6016a0796bd89c88191891b1099bff9b411", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"pytest -q tests/unit/test_dashboard_usability_simplification.py::test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render tests/unit/test_equity_manage.py::test_provider_lookup_classes_skip_missing_keys_and_cache_results -q\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"..                                                                       [100%]\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_AECneus4RVC1NCSdTrqZOUF9", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Inspecting todos and pages**\n\nI think I need to mark some todos for clarity. Additionally, I’m considering inspecting the differences in the `__init__` of the `PAGES` from `dashboard.pages`. This might help me understand how it imports views. So, I'll take a closer look at what’s happening in the `__init__` of those pages. It seems like a step toward figuring everything out more cohesively!", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting todos and pages**\n\nI think I need to mark some todos for clarity. Additionally, I’m considering inspecting the differences in the `__init__` of the `PAGES` from `dashboard.pages`. This might help me understand how it imports views. So, I'll take a closer look at what’s happening in the `__init__` of those pages. It seems like a step toward figuring everything out more cohesively!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5bH7TM5gbdjMZ2Kc5ljzQNet-PckCpuddwMckk4ywIHdvhE-zeH_LrCcMtt7owCToUJ_wnaSN6dBbezRUmxxL64EJsHvfqWye5iWxjLf76-19pZ1Oy60JgalBlEA33UDNb6p_-w4Ch_eNF_VGKCfmMq6pMCu26CQxICZzxHNOREMZLLS8LP3teCcAZkjaqIWH7i7B2GqGA_DAw__P_961ejdVzX1EdbtowOt8BmsploYgmgcGFNIvX3ObyHXVA18WoMoRvYQ8d8bMSG52taBgefdUH3SC8RLCTZzKNub58Syg8XtY00J1_vLq8Q-ZOKBISFKDFuWXJ1AWpX1o86Eocdn_a3zxL9v6OXCKcJTEsf_oE4VTaf1-A9SN3OAXcnjIbowb0tDDh3ScTq_uYncRqilVjMVufrz88hjnBt_FJLMWh4FkKnp2gFiwHEI4m9od-_m4Iz60mVminEmlW807GiCaTaGjSlD4sHE0V0TnoV7uN06zIOQiggsPcIz9LVuvxSSeHeDHXPOwM6bkMyfVJ53PuGLAiO0MP-ZkkA1_rpbVPbwdFdUKdEn7ACAR4xYnP7vr0mQ-O6agwhIKIVNcRvoiAfGpig51bFR6oA0UCBknjBVMvp4pgaV20O-zKrs6tTNO_JqUYcjBBzF1HGxX_L7AmFEmwqVZ-CVt3lUyPsaHCmUTm6yMaNvMsGSQoqbfU7TXJyptXQUwjWnmef4Sg2LtsbyiS_X3GnSXf_SpiXTbr2RuY02sYgnqmmSKe_h94CzztpgHWswezT-FrXq2N2FAw5k4y2puBsxG_9G5hj5-rLUJKIPYhqZNq1p6lTgKqJ1O4IuHQFOAMlKxip2OZz_8MsRkncceJDivLT7h05OgsOTtsR3yyubATQmKBGlNqKBhwe85rWbXu7mJdgfhoJCz-agjBwXCgXW9hQt5GsWal9RvQDsnAoCuReAgbaxdWZBZQ2OKPSDjabKVysvBv2OP37xRgg4Pvk6uavnIm3k-LYj_t8ZL2K2yR3S-unx-AnKinc1zMZDgGQKaPveYJpRFxweWo9h3qDJzgrrxk9n1g8jxfY_CLNSWIpLaUTTkVLv7jh3_MTAfspc7CPformog==", "id": "rs_09516b48ea7a6ed6016a0796c3cc6c8191a3c0cb9af56d2e03", "summary": [{"type": "summary_text", "text": "**Inspecting todos and pages**\n\nI think I need to mark some todos for clarity. Additionally, I’m considering inspecting the differences in the `__init__` of the `PAGES` from `dashboard.pages`. This might help me understand how it imports views. So, I'll take a closer look at what’s happening in the `__init__` of those pages. It seems like a step toward figuring everything out more cohesively!"}]}], "tool_calls": [{"id": "call_xni5RbR9vqdd1zvInpmmzN6T", "call_id": "call_xni5RbR9vqdd1zvInpmmzN6T", "response_item_id": "fc_09516b48ea7a6ed6016a0796c7c5748191a773f0a8de995519", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\",\"id\":\"ux-2\",\"status\":\"completed\"},{\"content\":\"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\",\"id\":\"ux-3\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"ux-1\", \"content\": \"Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen\", \"status\": \"completed\"}, {\"id\": \"ux-2\", \"content\": \"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\", \"status\": \"completed\"}, {\"id\": \"ux-3\", \"content\": \"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\", \"status\": \"in_progress\"}, {\"id\": \"ux-4\", \"content\": \"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\", \"status\": \"pending\"}, {\"id\": \"ux-5\", \"content\": \"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 2, \"in_progress\": 1, \"completed\": 2, \"cancelled\": 0}}", "tool_call_id": "call_xni5RbR9vqdd1zvInpmmzN6T", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_TV5T1pQMRFk52Wb47PO1RWZN", "call_id": "call_TV5T1pQMRFk52Wb47PO1RWZN", "response_item_id": "fc_09516b48ea7a6ed6016a0796c9f61481918c287e232f874b9a", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":100,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|# Compatibility imports only. Streamlit auto-navigation sees this package as empty\\n     4|# because executable page modules live in dashboard.views, not dashboard.pages.\\n     5|from jarvis_finance.dashboard.views import *  # noqa: F401,F403\\n     6|\", \"total_lines\": 5, \"file_size\": 263, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_TV5T1pQMRFk52Wb47PO1RWZN", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory.", "finish_reason": "tool_calls", "reasoning_content": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5bRgf0gxhNWG1IhjOzMbZuQAkcQGZycADGZPCQQ7DmNukEDY84KW7ekitlooyjzzJQLzNnnxMK61RwA1AkzqDs_IQ96OfKx4inLfUIv3YdsBXUtM54DebvxEzAiPsnn2RNcMIahti9XR2K-x1QRhj2jBV0oz3PMeiVFoxqGlp1TTDZmv8Ap07SfJnYjac2V-Lw6QO_7qn1M-KHk9TqOLsDiypXPVqum7Z1A-Pb6paqMwY8mV5h0bd4FpcDH6R9QEZBxALjjWNtWVKot7fMRCh4BcA2KFqTuMYeCZUNItPxvWAM-6djKuDGoOUYtm2YD6hnfA1kvn9b9xajeA7YZIj_zAAhjw8Xg6MI_uiNDz_71sZ181GyvKcM8y1C1l0RQ5kTZOU8VNLeGAqDiLUQ3A5nu8--cYaCyCHhlox5e47daQr4-joDiHO29hQHKqWNg2kIJOfnFXQVDro9yKcPVl40iMOYk4GyMF7sDVjtdm5x_4jhlnulHTp0J1GzdIfjBnyOgTer3iDVzTr1fZIf-xfeXzxNE7XiWZQGdPOT4em8Z0MfJEyvU5zPM47rDOC1lwlwAHl2_45I_KI-3fUx9X7aG49wvoZl6-7hqIHCnpso0ZyAnd86Lre7Cz6Nu1t1ozCtNIsvkuLs7dsr16GtW4To5lmxyMZHyjnIy_EkxU0HEAuaMpMSKX3Nk_HZ-btT3m_97hUx5YlftmZc9WRfYu70yKlUDG0RytnMvr1sJSOm3qeXOUhghqpmLwitzFXZ_gwuw9LbWyEPypBb--R6_qJSzae0GghyXH2M_TKH4j9ThfPh2Q-v2uHcIkRQyR5x_Q8lNDK00-yMAyxq3irbX-mfqqdqCnKtQGCFSFJWiAiB28IfeeBTxg2hGABX623o0PdHJHFfrsOs8E13KaXys1Iasotjw0MQ7tWUFC7LiPiD8ln4QaBJdzCpWtc_Cyw8OA3uB1chxwhTCrERU0mkF4xortPNDedAQCscOHuoVoqtcVDFmfekU88gK8rfQGr0HvaY054R946Dh2i9IN9lseGzFpSi8b8hrDmFHqBZVxeJs-yn6f_X4_2hnOfgAaL8rMyHWxaU2ZSPWve9AVMM7lnDD82-Ar7wfgzkZwiElkmVP5ZUqZidx15Tfo8u6EkCQhP87ct9tjCPzxIElVBX2HEkxi0tkaDfLGUGbfqiatjjtHrjxa3yqsb6LBtisBt1uSNQMIP2rUik_XgAYIhTzIXtALBA-xU_9ECKJalB7SP92Y1cbVdeLOD9TbKoSX0-Y7rLR", "id": "rs_09516b48ea7a6ed6016a0796cea8ac81918cd96f7a12edc4f2", "summary": [{"type": "summary_text", "text": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory."}]}], "tool_calls": [{"id": "call_F7WtHM1H4Ov3T7BVTptYQ43u", "call_id": "call_F7WtHM1H4Ov3T7BVTptYQ43u", "response_item_id": "fc_09516b48ea7a6ed6016a0796d124088191b7606d611d25311f", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":140,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/settings.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import os\\n     4|from dataclasses import dataclass\\n     5|from pathlib import Path\\n     6|\\n     7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to\\n     8|\\n     9|\\n    10|@dataclass(frozen=True)\\n    11|class Settings:\\n    12|    env: str = \\\"local\\\"\\n    13|    base_currency: str = \\\"CHF\\\"\\n    14|    timezone: str = \\\"Europe/Zurich\\\"\\n    15|    runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)\\n    16|    log_level: str = \\\"INFO\\\"\\n    17|    block_runtime_inside_repo: bool = True\\n    18|\\n    19|    @property\\n    20|    def db_path(self) -> Path:\\n    21|        return self.runtime_paths.db_path\\n    22|\\n    23|\\n    24|def find_repo_root(start: Path | None = None) -> Path:\\n    25|    current = (start or Path.cwd()).resolve()\\n    26|    for candidate in [current, *current.parents]:\\n    27|        if (candidate / \\\".git\\\").exists() or (candidate / \\\"pyproject.toml\\\").exists():\\n    28|            return candidate\\n    29|    return current\\n    30|\\n    31|\\n    32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:\\n    33|    env = environ or os.environ\\n    34|    runtime_dir = Path(env.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(DEFAULT_RUNTIME_DIR))).expanduser()\\n    35|    paths = RuntimePaths.from_base(runtime_dir)\\n    36|    db_override = env.get(\\\"JARVIS_FINANCE_DB_PATH\\\")\\n    37|    if db_override:\\n    38|        object.__setattr__(paths, \\\"db_path\\\", Path(db_override).expanduser().resolve())\\n    39|    settings = Settings(\\n    40|        env=env.get(\\\"JARVIS_FINANCE_ENV\\\", \\\"local\\\"),\\n    41|        base_currency=env.get(\\\"JARVIS_FINANCE_BASE_CURRENCY\\\", \\\"CHF\\\"),\\n    42|        timezone=env.get(\\\"JARVIS_FINANCE_TIMEZONE\\\", \\\"Europe/Zurich\\\"),\\n    43|        runtime_paths=paths,\\n    44|        log_level=env.get(\\\"JARVIS_FINANCE_LOG_LEVEL\\\", \\\"INFO\\\"),\\n    45|        block_runtime_inside_repo=env.get(\\\"JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO\\\", \\\"1\\\") not in {\\\"0\\\", \\\"false\\\", \\\"False\\\"},\\n    46|    )\\n    47|    validate_settings(settings, repo_root=repo_root)\\n    48|    return settings\\n    49|\\n    50|\\n    51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:\\n    52|    root = (repo_root or find_repo_root()).resolve()\\n    53|    if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):\\n    54|        raise ValueError(f\\\"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}\\\")\\n    55|    if settings.base_currency != \\\"CHF\\\":\\n    56|        raise ValueError(\\\"MVP 1 base currency must be CHF\\\")\\n    57|\\n    58|\\n    59|def ensure_runtime_dirs(settings: Settings) -> None:\\n    60|    settings.runtime_paths.ensure_dirs()\\n    61|\", \"total_lines\": 60, \"file_size\": 2335, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_F7WtHM1H4Ov3T7BVTptYQ43u", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_zvdN01Dr5DhSkeqgl6hIi8mJ", "call_id": "call_zvdN01Dr5DhSkeqgl6hIi8mJ", "response_item_id": "fc_09516b48ea7a6ed6016a0796d478e48191a006671675f92737", "type": "function", "function": {"name": "read_file", "arguments": "{\"limit\":140,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/config/paths.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "read_file", "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from dataclasses import dataclass\\n     4|from pathlib import Path\\n     5|\\n     6|DEFAULT_RUNTIME_DIR = Path(\\\"~/jarvis_runtime/finance-system\\\").expanduser()\\n     7|\\n     8|\\n     9|@dataclass(frozen=True)\\n    10|class RuntimePaths:\\n    11|    base_dir: Path\\n    12|    data_dir: Path\\n    13|    imports_dir: Path\\n    14|    exports_dir: Path\\n    15|    reports_dir: Path\\n    16|    backups_dir: Path\\n    17|    secrets_dir: Path\\n    18|    logs_dir: Path\\n    19|    db_path: Path\\n    20|\\n    21|    @classmethod\\n    22|    def from_base(cls, base_dir: str | Path = DEFAULT_RUNTIME_DIR) -> \\\"RuntimePaths\\\":\\n    23|        base = Path(base_dir).expanduser().resolve()\\n    24|        return cls(\\n    25|            base_dir=base,\\n    26|            data_dir=base / \\\"data\\\",\\n    27|            imports_dir=base / \\\"imports\\\",\\n    28|            exports_dir=base / \\\"exports\\\",\\n    29|            reports_dir=base / \\\"reports\\\",\\n    30|            backups_dir=base / \\\"backups\\\",\\n    31|            secrets_dir=base / \\\"secrets\\\",\\n    32|            logs_dir=base / \\\"logs\\\",\\n    33|            db_path=base / \\\"data\\\" / \\\"finance.sqlite3\\\",\\n    34|        )\\n    35|\\n    36|    def ensure_dirs(self) -> None:\\n    37|        for path in [\\n    38|            self.data_dir,\\n    39|            self.imports_dir,\\n    40|            self.exports_dir,\\n    41|            self.reports_dir,\\n    42|            self.backups_dir,\\n    43|            self.secrets_dir,\\n    44|            self.logs_dir,\\n    45|        ]:\\n    46|            path.mkdir(parents=True, exist_ok=True)\\n    47|\\n    48|\\n    49|def is_relative_to(path: Path, parent: Path) -> bool:\\n    50|    try:\\n    51|        path.resolve().relative_to(parent.resolve())\\n    52|        return True\\n    53|    except ValueError:\\n    54|        return False\\n    55|\", \"total_lines\": 54, \"file_size\": 1460, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_zvdN01Dr5DhSkeqgl6hIi8mJ", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5ba_23vXehUoV8u1z1bW9_mAs6-aA_-wPYZsYtImwTvDivh8uijnFPB8VTBHgkHhIJqHJ0zFaspeVNBBDs0HW4wDWxePoLzy4xaeE6JaIN71CXxvXs1awpaybJULOn67CCz29P5FbF9KTkgbkGY2rjXGoTtxZEbTaCxc9FreiyKf0bRU58N4QPoW9ImrsbEzvm_W1YmHXF8T7DA_NqMoGl_fdbu6UtMG_wQPBB6awZ8Jd7_VQ35mWK5Ff5Y60AH7-tFcfSnruElgUDrOEOc9mNTZfA-_WOsFdNZ4gnhXCXr8xdq6YEzeMqBAAScok8iiLGv8aMHk1h3PfHUjhs3VpVa0nEjgZdNFVJGoYlSb915CULw0-U3Sad8eqOu5XNiDtBVD1B0EqO3LWnve3xLoI66ZCM-cL6Eb6US1vbc2c2vcEiiXVFB5LvO1_TWlJOCJ9IBMfKPqKR2BekWsHXFB4-aQSjUKLYNSDbux0gRHIce2KLl-58ZoHlYz9U4ZF9k7sWqPWIVtuCJCh969Vph2KTO_74pJyzAaJshKTZ7yq93q5JJ6RBflHfWeEJ1k9GeL7TpdwFo8QmZ7Ch_e6wu7jjtvyVm72codKkEEJb4xq_dhUB6Ub44UF4fIT8KWOurfjjTwh7FhA1WV-PWAm0npch2lMENTHBlwgN02qpFtHkHEWaBRc918nNBHPbe8dJmBdKgcHvGKPY2POI7ssgryfeoJaEHuGWDE5R_08mtKvYEqp6Xmo_z5idQrbsy7lmoiL4aJpKSKOKsR_0NJUbxCwrcoJ_aZqAWyh6IP7oTj97yrbK_9JBWnC0jwTGtmmCz5ojl_d6SxTrSsVwm5UgWnoXuPIeyawmqrXHpuSGxrRswHPlpis7c-9YWfZboDHVyK4r2Ux-7e9fOvCFx3Iizh3SCVtvI7kK0ZFnsj6PuWuJtYiTmdkOZhzPnoxFaA13cyEd4CLuklqrJxt23pYKmO6ogy0HJY2_1-Eg3DptuOkfzzqveu7oWpSOJpIB_akY7A5tUziJYhTaW3GfOjiq79HcdePlQi_BLF4Z23hu1BEraMacwn6L4Mdi_Q4RT5tg4g9GTZnUbvFDbsCLiBeDNLSMYaJ2mOLEnHuTwHvl3WBvx3YzAkK7dO1kX-N3rUWWzfS8IZ2jj3SxGK7wNhm9LfXFXi-s0aR4C7oNTcJ9b7m6eH6znpI8eoKXxrtCa1zkkDEEsq6UIjoyn25M9mrV23q7SM88OX-rxbYPTtPvEgG5ojV2zPKaQYmOQT_NqAcEwV2s28XpLv49W15RJT71zn66AoEwmE_QyUfAL6Nz6NAfujQaBsPFa2Y-udoe4oQnHsFdHDN90CSosV0WKoiMQBwFrd7O_SwVv6WD79d5K97hs9ibuDif3MXttLECMRReyZr20TKNejQ1oAk-9xJyfjuHYOhJVrbbgcx0IkQj-6ED_PK6lgyF0K-rWFcwwdCJRSbvFz1NwOc_laIimp9MGWoEQHQ==", "id": "rs_09516b48ea7a6ed6016a0796d7fb38819181b94b2ac366561d", "summary": []}], "tool_calls": [{"id": "call_eLhW1NOjxpPhGcGcTGlHwvgw", "call_id": "call_eLhW1NOjxpPhGcGcTGlHwvgw", "response_item_id": "fc_09516b48ea7a6ed6016a0796da1c2481919a75fd8289ed26ce", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"import time\\nfrom dataclasses import dataclass, field\\nfrom pathlib import Path\\nfrom sqlite3 import Connection\",\"old_string\":\"import time\\nfrom dataclasses import dataclass, field\\nfrom sqlite3 import Connection\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -5,6 +5,7 @@\\n import re\\n import time\\n from dataclasses import dataclass, field\\n+from pathlib import Path\\n from sqlite3 import Connection\\n from typing import Protocol\\n from urllib import parse, request\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_eLhW1NOjxpPhGcGcTGlHwvgw", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_WD8cujFSOhdjK4SeCTvKV8Q6", "call_id": "call_WD8cujFSOhdjK4SeCTvKV8Q6", "response_item_id": "fc_09516b48ea7a6ed6016a0796dfb3e88191a11e8d76e3dfb0da", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"class UnavailableCatalogLookupProvider:\\n    name = \\\"unavailable\\\"\\n\\n    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n        raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n\\n\\ndef _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n    for name in names:\\n        if os.environ.get(name):\\n            return os.environ[name]\\n    runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n    for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n        if not candidate.exists():\\n            continue\\n        for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n            raw = line.strip()\\n            if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n                continue\\n            key, value = raw.split(\\\"=\\\", 1)\\n            key = key.strip().removeprefix(\\\"export \\\").strip()\\n            if key in names:\\n                return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n    return None\\n\\n\\nclass _HttpJsonLookupProvider:\",\"old_string\":\"class UnavailableCatalogLookupProvider:\\n    name = \\\"unavailable\\\"\\n\\n    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n        raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n\\n\\nclass _HttpJsonLookupProvider:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -87,6 +87,25 @@\\n \\n     def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n         raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n+\\n+\\n+def _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n+    for name in names:\\n+        if os.environ.get(name):\\n+            return os.environ[name]\\n+    runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n+    for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n+        if not candidate.exists():\\n+            continue\\n+        for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n+            raw = line.strip()\\n+            if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n+                continue\\n+            key, value = raw.split(\\\"=\\\", 1)\\n+            key = key.strip().removeprefix(\\\"export \\\").strip()\\n+            if key in names:\\n+                return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n+    return None\\n \\n \\n class _HttpJsonLookupProvider:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_WD8cujFSOhdjK4SeCTvKV8Q6", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_KpgWu8Sitnmp6p4izWkN3gd2", "call_id": "call_KpgWu8Sitnmp6p4izWkN3gd2", "response_item_id": "fc_09516b48ea7a6ed6016a0796ec3d1481918a8214ea989906fd", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"        self.api_key = api_key or _runtime_secret_value(self.api_key_env)\",\"old_string\":\"        self.api_key = api_key or next((os.environ.get(k) for k in self.api_key_env if os.environ.get(k)), None)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -113,7 +113,7 @@\\n     api_key_env: tuple[str, ...] = ()\\n \\n     def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0, min_interval_seconds: float = 0.2) -> None:\\n-        self.api_key = api_key or next((os.environ.get(k) for k in self.api_key_env if os.environ.get(k)), None)\\n+        self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n         self.timeout_seconds = timeout_seconds\\n         self.min_interval_seconds = min_interval_seconds\\n         self._last_request_at = 0.0\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_KpgWu8Sitnmp6p4izWkN3gd2", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_Y2zACFWbKb7CU5IkmkY9CBQg", "call_id": "call_Y2zACFWbKb7CU5IkmkY9CBQg", "response_item_id": "fc_09516b48ea7a6ed6016a0796f31620819190f0526670a03b3e", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch, tmp_path) -> None:\",\"old_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -467,7 +467,7 @@\\n     assert \\\"st.write({\\\\\\\"catalog_entry_id\\\\\\\"\\\" not in wizard_source\\n \\n \\n-def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n+def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch, tmp_path) -> None:\\n     from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n \\n     assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Y2zACFWbKb7CU5IkmkY9CBQg", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_PlVFoOKfpsyqgfPfZcRCQUZP", "call_id": "call_PlVFoOKfpsyqgfPfZcRCQUZP", "response_item_id": "fc_09516b48ea7a6ed6016a0796f7abc08191b6db989a9d9b0f0d", "type": "function", "function": {"name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"    monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n    monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n    monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n    (tmp_path / \\\"secrets\\\").mkdir()\\n    (tmp_path / \\\"secrets\\\" / \\\".env\\\").write_text(\\\"OPENFIGI_API_KEY=runtime-file-key\\\\n\\\", encoding=\\\"utf-8\\\")\\n    assert OpenFigiLookupProvider().api_key == \\\"runtime-file-key\\\"\\n    (tmp_path / \\\"secrets\\\" / \\\".env\\\").unlink()\\n    results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\",\"old_string\":\"    monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n    results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -473,6 +473,12 @@\\n     assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n     conn = setup_conn()\\n     monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n+    monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n+    monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n+    (tmp_path / \\\"secrets\\\").mkdir()\\n+    (tmp_path / \\\"secrets\\\" / \\\".env\\\").write_text(\\\"OPENFIGI_API_KEY=runtime-file-key\\\\n\\\", encoding=\\\"utf-8\\\")\\n+    assert OpenFigiLookupProvider().api_key == \\\"runtime-file-key\\\"\\n+    (tmp_path / \\\"secrets\\\" / \\\".env\\\").unlink()\\n     results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n     assert results == []\\n     assert \\\"openfigi_api_key_missing\\\" in warnings\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_PlVFoOKfpsyqgfPfZcRCQUZP", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5cA3Q3vSjOcRSp-TIJW13dziT5NwORbtJsJMoDvRKYzJXkNh0V583aMIbvShcYLGxAMp94QWKzTApjC8JfcXo80qtyXalpVjGNeo9XrSNCrNYCn_XSM3Nl8sLX2EFPyjGJR9tGMDbSUJHTT6R_R5HX531wW30-ipMZRA5jIbMxx3H60lnYz_9gl9wtumZK51drOqvq-mI1TZi5-LZbBAFjDNr-Qkd2OZLT3riMHFw75ZQJKtQXICX3Eokqrhms7_IIELnFD8uyDwqyuzrsp5h_UBjYAQw1FJKUYk6_LqE7zzj4qRYSPOoq_qvb0fGtYCNAFTAcoatYkvFsJm8FBm021EFIJTuzESVH-x4GOdjGuA-a_9H-C3HmVSOEIY-HXKaH6F30cFRwFkDe0iVLnL6ffrLLkD8r0mG7Oqxt_b6i4zDRpmUNOP-kP6lh73XQzJddk3-Vtx7R_qIfwiwdmKpv8-ucwsdevAkIFS0Bsv6oCV3D8SHKaeehF3O2soIkP4PI40TD-LuQR_dtCdNQOIdL5FIUzsfNr6uTzMjBr_00HpIFkAucYmO4xQ6-gtzmDQcUS1uiVYIXlwWckmV4PoxYxmX9WD8AO873T1K0ZDGlx8XbEEo2GwTBwkGhjqr8oOIKERdUovtK5ikIdBWWqibXVsfmcSRFM_XqQ09lES3nW0-3dLHzvgaHP3fy4jDiurbyZmTHyTb8vizUfoqxVCm49-noFz9AK9GlrVl7ayY9purQShusoxCvqL2f-4k4CzRpWZRjkcKz0ExvlHtkvb7ytV9A38T502Wq8AdGHMkhBWXk5goD3esjbBRPed-SyLk4VhxjCtpMBVDJT12GwjuReAf-ki9BucvmAqYnBNriXb3OnBYy6q-hzLZ9h-ETO4GJsuWfctc9_MGdsPzvoVpCa1nJ52VPY_ZbQCIanxzpr6Ys=", "id": "rs_09516b48ea7a6ed6016a0796ffe58881919428383dfae9e85a", "summary": []}], "tool_calls": [{"id": "call_9HTV0soDpNFEVaKqczV0nhVh", "call_id": "call_9HTV0soDpNFEVaKqczV0nhVh", "response_item_id": "fc_09516b48ea7a6ed6016a079700e4008191a16260a633aa3056", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nListing 'src/jarvis_finance/equity'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nCompiling 'src/jarvis_finance/market_data/catalog.py'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\nCompiling 'tests/unit/test_dashboard_usability_simplification.py'...\\nCompiling 'tests/unit/test_equity_manage.py'...\\n........................................................................ [ 27%]\\n........................................................................ [ 54%]\\n........................................................................ [ 82%]\\n..............................................                           [100%]\\n262 passed in 13.94s\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_9HTV0soDpNFEVaKqczV0nhVh", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_2QRRTqgtXG4u7qCJnLhZv76i", "call_id": "call_2QRRTqgtXG4u7qCJnLhZv76i", "response_item_id": "fc_09516b48ea7a6ed6016a0797122320819187ba4f6fdb5c6440", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\",\"id\":\"ux-3\",\"status\":\"completed\"},{\"content\":\"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\",\"id\":\"ux-4\",\"status\":\"in_progress\"}]}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"ux-1\", \"content\": \"Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen\", \"status\": \"completed\"}, {\"id\": \"ux-2\", \"content\": \"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\", \"status\": \"completed\"}, {\"id\": \"ux-3\", \"content\": \"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\", \"status\": \"completed\"}, {\"id\": \"ux-4\", \"content\": \"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\", \"status\": \"in_progress\"}, {\"id\": \"ux-5\", \"content\": \"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 1, \"in_progress\": 1, \"completed\": 3, \"cancelled\": 0}}", "tool_call_id": "call_2QRRTqgtXG4u7qCJnLhZv76i", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Ensuring Git safety**\n\nI'm considering whether I need to focus on Git safety. Before that, I should check the `git diff` command, since there might not be any issues. It seems I also need to verify if the Runtime DB accounts are necessary, but maybe not. The user wants functionality, so I may not need to worry about the docx import path issues. It looks like running `git diff --check` and checking the provider key status is essential.", "finish_reason": "tool_calls", "reasoning_content": "**Ensuring Git safety**\n\nI'm considering whether I need to focus on Git safety. Before that, I should check the `git diff` command, since there might not be any issues. It seems I also need to verify if the Runtime DB accounts are necessary, but maybe not. The user wants functionality, so I may not need to worry about the docx import path issues. It looks like running `git diff --check` and checking the provider key status is essential.", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5cZddrbWbZxcNN5dMmf_wY3qQadsoF03f0BpQzkw8nRR6UTjBwJfHUdr6b_OEdyh0Cl5ZpsgVwPlwHI30M6Zm-Q4U4I_LMf9pS2yl7tQQ1K29ki8KkPaR70i1E3Eu1FoMgHDgH2iOPj8IrBxf81oBqhYz1ZysmVZZ7d9Zl_d6ra45EzNwDwzRT6Ab9aryPjEiMKmihw3iUpf8L9GJ6bYtwBymlHpVRadJAeNcjiB3WjPW0wPy9h6I8zFjXgbw2qw-HO7fKBJ1-t7nVpDfufbvegmBSLN8JZYRIR3rY_Ju09pQWb92KZgHeWhC_hn8-Hz_ZOI-JYdgh6xrPKXAjXR67qjF3TdPqCDlYvh2sAZc0jUPlykFEM80MVcao2my12_4wzQhm2wRM_Ole9tTKb5LqOLR93jKzwjoeXj6vrmaAxwRVcBe44jeDutPpMC86wwh2q2Vba6Fl9e8jDqAqirKmrP1-oaHlkK2iv3_Ejno-z8il68OFMKqozB7eiNYMD_bWM5X_927M_SNj4Wk28J_J5k-GaPHwe21PGneZ-L5x9LJn-z02hqtxmuiwmYlrp4Hu3tMscpNrH7YMVwqmDlwgpx_TjxDMfXHP4wHCow461hPz96tMEe07pG6yUHVJKUihLmbwLw5fVVBikIRGrsMiHWMjcDAOLfCFogy6xWKY-keX-w_Vs8fZhCTHCb2XQ5ZrAnoS4bI0EiwJL2pm5huxkyxbEq8pLWOlt4UB6lscSVvOPbxBPXOkR6S9rQTMQAYBBSCzmrIc6szPMAiC5TwlbTCriaJC-bgU9RTB2Mvp3pDKepRegATQ9L1rSquygyIC1XLztN_B17bmEo-DtGaDVdUS5E_vfQSh9B7L24xHiVux4G2xdj3FJqh27DHMZv8i8qg-SKHnCZJ_bbDeWn8U30plsyg9UDj_VxzPeG1jkT2DKJFnfahvfFTQyQkXEnSlUwcgYBCcP2oYipeg1h_BSKnokFyHyqh1zDC8NZ8H2AbX7GQJcY8WbBNkld3iBHBiBVWdAuKB59DG445_sp1BnnbjeuV6RGomB25hcnrUVC4Zb8O-m9VzMwZhhQg9c9wJfegxc-w9Nv2fCKCFKbvs-e-ZOkZS-JE46TCZN8jRTFvkQXm7YiJfvHI7JBd3EhPqPMng-oT07i5-bYuXvUTARD5ZEbQpzBRaGIBBfpefufDL6hdhQ_hh0dgiYG91r2Cn3HF_MZb300ZC0tq6N6-Ob-zpGTNxxz2PsFXvNzCgE6ORmkcfz70grSlcehldKiQyXmshnnqnLOZbOtNNzLHHpAZUSkmCA1h3OJdwcY8WV6JP2p8Xpu_JI_Xa5craER6kJ3mrtDsYflCOECvHCVb2U8Y4fCw0oiymQ5m9nKSbItvI=", "id": "rs_09516b48ea7a6ed6016a079715e27481919d6d292f26619029", "summary": [{"type": "summary_text", "text": "**Ensuring Git safety**\n\nI'm considering whether I need to focus on Git safety. Before that, I should check the `git diff` command, since there might not be any issues. It seems I also need to verify if the Runtime DB accounts are necessary, but maybe not. The user wants functionality, so I may not need to worry about the docx import path issues. It looks like running `git diff --check` and checking the provider key status is essential."}]}], "tool_calls": [{"id": "call_Ehrk29TcgQNWxSWBHThnpl3u", "call_id": "call_Ehrk29TcgQNWxSWBHThnpl3u", "response_item_id": "fc_09516b48ea7a6ed6016a079719071481919a9010fde5b16cfa", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q && git diff --check && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short && python - <<'PY'\\nimport os\\nfrom pathlib import Path\\nnames = {\\n 'OpenFIGI': ('OPENFIGI_API_KEY','JARVIS_OPENFIGI_API_KEY'),\\n 'Finnhub': ('FINNHUB_API_KEY','JARVIS_FINNHUB_API_KEY'),\\n 'Financial Modeling Prep': ('FMP_API_KEY','FINANCIAL_MODELING_PREP_API_KEY','JARVIS_FMP_API_KEY'),\\n}\\nruntime = Path(os.environ.get('JARVIS_FINANCE_RUNTIME_DIR','~/jarvis_runtime/finance-system')).expanduser()\\ntexts=[]\\nfor p in (runtime/'secrets'/'.env', runtime/'.env'):\\n    if p.exists():\\n        texts += p.read_text(encoding='utf-8').splitlines()\\nfor label, keys in names.items():\\n    present = any(os.environ.get(k) for k in keys)\\n    if not present:\\n        for line in texts:\\n            raw=line.strip()\\n            if raw and not raw.startswith('#') and '=' in raw:\\n                key=raw.split('=',1)[0].strip().removeprefix('export ').strip()\\n                if key in keys:\\n                    present=True\\n                    break\\n    print(f'{label}: {\\\"configured\\\" if present else \\\"missing\\\"}')\\nPY\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nListing 'src/jarvis_finance/equity'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\n........................................................................ [ 27%]\\n........................................................................ [ 54%]\\n........................................................................ [ 82%]\\n..............................................                           [100%]\\n262 passed in 14.10s\\n.pytest_cache/CACHEDIR.TAG: runtime_cache_file_blocked\\n.pytest_cache/README.md: runtime_cache_file_blocked\\n.pytest_cache/.gitignore: runtime_cache_file_blocked\\n.pytest_cache/v/cache/nodeids: runtime_cache_file_blocked\\n.pytest_cache/v/cache/lastfailed: runtime_cache_file_blocked\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_Ehrk29TcgQNWxSWBHThnpl3u", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5cw6t8j74W4SZC4oVHRORNhOkgYdbuCfPKxOul5ynFbxpxXoaVT7PVsUQ8FynZyn9NTeAoRWSUUxxKUVYwUJZ9HzcNgnruHkfa4upcugdAN-aayhZ7Ol8XFK8QgTmGjY5EUBC7LDhCJMaOQDHfwdFxBlQm7czZ4bb9kEStzl8ka1KmrhX62YYVuaNhsPUBz1NVwmtbNGA_p3yUmm0DOxny8Z4YLL20HbTzO5K_IrProkxiHEcR83odAHyEpIL_USQZWhI1em6a868_L-kosefndtwX1Ip7Nw79bDrazTXB77fEU3Uz5_BE8n_XnkJzBp2SCHn6doeJ0LeCIsEa_i1VSvATX1QgKAvgrNxe7f07fHQr2gGklUXPQ_W_0sCeziGJkNaBjWGdHRMuixXPU0ZaMBWWnp_KNtBboOWZKmCaTHBFdYTTzAcrPGU6cPnFWv-zszUESwY2wJ-9Ydez3uby_PKyEhTL29lVVEqhYT-L1H36FiQ2EJFKmE8sBMwinx4y74fHLVIS170RLYiyQ6LNvqFu-PZXbLQ_xe9l12PE_z4vVJ5oOewpAyrWtyzxpgDmixQlTgORdAScSsM-JzWA994-nJgsI9suOhinfXCof2cFpkeAJAe4yhsrIB-9Oug3mSOi_ylRZpEUFFh9CigNaW-ZDwaQ7nd-g8sE1C0fraL-0i1kkickYiuvLXaO8rzPlvyqYFfoICa5QtMrpOoWgCIh4yjr9GlqgFcxmC-9X1j_FneinfZZyZGtimPkGWlHY1LfnESoMAosHCSHnJdtMBRZakcd0uuwiku6dVowz5iijm4Q5n6MVphERS3nXzRazgQmLI7o-v_ADWrnVxipi2gjbAjWUbTIHLvBSDstBA_HvcZzAfCGb3sJxe5OAYj7lCKBpFSVgRfkWgK77Qn6yCbDfjk6CNhwid-d9wzv64dkkiOl6Z6Hvk-BMZPnbVxZwTkK-Es95bDactrBWbQ-rBOth0Op3UeEofAVW16a5eys=", "id": "rs_09516b48ea7a6ed6016a07972f3dfc8191b591ba16b962da44", "summary": []}], "tool_calls": [{"id": "call_nmWAuYJWy5vU9ZkNDCTBGr8M", "call_id": "call_nmWAuYJWy5vU9ZkNDCTBGr8M", "response_item_id": "fc_09516b48ea7a6ed6016a0797301f0481918e884a9ed4bdd8f6", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"rm -rf .pytest_cache && git diff --check && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short && python - <<'PY'\\nimport os\\nfrom pathlib import Path\\nnames = {\\n 'OpenFIGI': ('OPENFIGI_API_KEY','JARVIS_OPENFIGI_API_KEY'),\\n 'Finnhub': ('FINNHUB_API_KEY','JARVIS_FINNHUB_API_KEY'),\\n 'Financial Modeling Prep': ('FMP_API_KEY','FINANCIAL_MODELING_PREP_API_KEY','JARVIS_FMP_API_KEY'),\\n}\\nruntime = Path(os.environ.get('JARVIS_FINANCE_RUNTIME_DIR','~/jarvis_runtime/finance-system')).expanduser()\\ntexts=[]\\nfor p in (runtime/'secrets'/'.env', runtime/'.env'):\\n    if p.exists():\\n        texts += p.read_text(encoding='utf-8').splitlines()\\nfor label, keys in names.items():\\n    present = any(os.environ.get(k) for k in keys)\\n    if not present:\\n        for line in texts:\\n            raw=line.strip()\\n            if raw and not raw.startswith('#') and '=' in raw:\\n                key=raw.split('=',1)[0].strip().removeprefix('export ').strip()\\n                if key in keys:\\n                    present=True\\n                    break\\n    print(f'{label}: {\\\"configured\\\" if present else \\\"missing\\\"}')\\nPY\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"GIT_SAFETY_OK\\n M src/jarvis_finance/dashboard/main.py\\n M src/jarvis_finance/dashboard/views/__init__.py\\n M src/jarvis_finance/dashboard/views/page_00_command_center.py\\n M src/jarvis_finance/equity/manage.py\\n M src/jarvis_finance/market_data/catalog.py\\n M tests/unit/test_dashboard_functional_ux_stabilization.py\\n M tests/unit/test_dashboard_usability_simplification.py\\n M tests/unit/test_equity_manage.py\\n?? src/jarvis_finance/dashboard/views/page_17_position_add.py\\nOpenFIGI: missing\\nFinnhub: missing\\nFinancial Modeling Prep: missing\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_nmWAuYJWy5vU9ZkNDCTBGr8M", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5c661wOlumjyrbKmpdmNIc6vqF3oCEeHXafJTqXFjhxmU-IFWSVPRIFOvirldtuBrSRFpMlwP91Wywfq8fCWc2lbDt9GFuZHocf7UUf7RVYfknRLV6H7GzRxxb9vliWL6w0l-bROlhj_CXJrliO2aE0XfqJ5L5MvNtXoBrBVTKo11LvwKrLJc0mzd4zjUIvyJdRyiLcIS5tE-Aq0QJGINgEEIo7MNmZPXcs7skC9ViYGrmYjoMBlLzntPb6FWEeWp0NFd3TOVVofpgdsdlVZwcFJUoksEg33VsPNeurrTvvR5WA39rWFyJdT4WzQ39AErVe4_ygsO3N0zWuZ9skNMiTjVGC8-FJ4IMDcjKbxrnszaq9X69fYWizcE-Ssx5KmtCsIc9ItwjCa0gqskuhKq7Yus53nzJscLk5WfjqFzVxV1VIKd0e014jbkr4GscYxCEkoxpTD3zpf7rOUDamT6P3Z55myDR5xHIEsYLGQAada98aucO1QSUv1yL1Bay7ml_cqYLbwq2FOtp5pi-Zn88lqrxlF7DbRDrpu6N8mp6SniTL6FeJAeKXVj-t1V6Jl4v5nw_77tJzmBOyx2-Hsk6J66hIzMpmXNHaBmrZX77XvC6Cvzf6aPwFR3JGoiPpToaejEerBOByl2jGrjvuFCvJYugFPmMUL2knXXfLMX15o89_I6uab7ECXjNKl0pWGl1VLFK7jv6ygwXmjgFAFUWU67glvKmAkz4b1NAazpB_lv7WvGW4aSt5DcDQLidXIhrfbE20Y8zKG-DRyN1vl6ZeZgk6gIF1IBWWTrE81ZZLMc7xBc_RmSKDm-lHGew5a0iqAk999UHUi9IsbqyoIWhEc7yPsoPfA6l5Jfns_BYwBGTIfyn7NsFpZe6z5xIecK_Eaz9h5r_zBb3wjMFgq2aS-DuWGscWf5eiknlszxrcmbvyhdNgVRVmcJPo_Snmh-YK", "id": "rs_09516b48ea7a6ed6016a0797396e048191a4309d834e87fc7c", "summary": []}], "tool_calls": [{"id": "call_dq3L9YGegMUAAdrb5jdud5T1", "call_id": "call_dq3L9YGegMUAAdrb5jdud5T1", "response_item_id": "fc_09516b48ea7a6ed6016a079739fee48191ac8f128c681d7140", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git diff --stat && git diff -- src/jarvis_finance/dashboard/main.py src/jarvis_finance/dashboard/views/page_17_position_add.py src/jarvis_finance/market_data/catalog.py src/jarvis_finance/equity/manage.py tests/unit/test_dashboard_usability_simplification.py tests/unit/test_equity_manage.py | sed -n '1,260p'\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"src/jarvis_finance/dashboard/main.py               |   8 +-\\n src/jarvis_finance/dashboard/views/__init__.py     |   2 +\\n .../dashboard/views/page_00_command_center.py      |  10 +-\\n src/jarvis_finance/equity/manage.py                |  11 +-\\n src/jarvis_finance/market_data/catalog.py          | 177 ++++++++++++++++++++-\\n .../test_dashboard_functional_ux_stabilization.py  |  27 +++-\\n .../test_dashboard_usability_simplification.py     |  22 ++-\\n tests/unit/test_equity_manage.py                   |  47 ++++++\\n 8 files changed, 288 insertions(+), 16 deletions(-)\\ndiff --git a/src/jarvis_finance/dashboard/main.py b/src/jarvis_finance/dashboard/main.py\\nindex 05f1a34..d712104 100644\\n--- a/src/jarvis_finance/dashboard/main.py\\n+++ b/src/jarvis_finance/dashboard/main.py\\n@@ -10,9 +10,9 @@ from jarvis_finance.dashboard import data as dashboard_data\\n from jarvis_finance.storage.database import connect\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n-USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n+USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n-TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\\n+TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\\n \\n \\n def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n@@ -83,7 +83,9 @@ def run_app() -> None:\\n         st.sidebar.markdown(\\\"---\\\")\\n         if mode == \\\"User Mode\\\":\\n             names = [name for name in USER_PAGE_TITLES if name in page_map]\\n-            selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=0)\\n+            requested = st.session_state.pop(\\\"jarvis_requested_page\\\", None) if hasattr(st, \\\"session_state\\\") else None\\n+            default_index = names.index(requested) if requested in names else 0\\n+            selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=default_index)\\n             st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n         else:\\n             user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\ndiff --git a/src/jarvis_finance/equity/manage.py b/src/jarvis_finance/equity/manage.py\\nindex 7edc0e4..12a2d25 100644\\n--- a/src/jarvis_finance/equity/manage.py\\n+++ b/src/jarvis_finance/equity/manage.py\\n@@ -6,7 +6,7 @@ from sqlite3 import Connection\\n \\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.imports.common import stable_id, utc_now\\n-from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n+from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry\\n from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n from jarvis_finance.ledger.positions import calculate_positions\\n from jarvis_finance.quality.alerts import create_alert\\n@@ -351,12 +351,10 @@ def search_instrument_candidates(\\n     include_external: bool = False,\\n ) -> dict[str, object]:\\n     \\\"\\\"\\\"Search local instrument catalog. External providers are only used when explicitly enabled by caller.\\\"\\\"\\\"\\n-    from jarvis_finance.market_data.catalog import search_instruments, UnavailableCatalogLookupProvider\\n-\\n     q = str(query or \\\"\\\").strip()\\n     if not q:\\n         return {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False}\\n-    providers = [UnavailableCatalogLookupProvider()] if include_external else []\\n+    providers = default_instrument_lookup_providers() if include_external else []\\n     results, warnings = search_instruments(conn, q, asset_class, providers=providers)\\n     filtered = []\\n     for r in results:\\n@@ -366,7 +364,8 @@ def search_instrument_candidates(\\n             continue\\n         if provider and (r.provider or \\\"\\\").lower() != provider.lower():\\n             continue\\n-        # country is prepared for future provider-enriched catalog entries; current result object may not include it.\\n+        if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n+            continue\\n         row = {\\n             \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n             \\\"name\\\": r.name,\\n@@ -375,8 +374,10 @@ def search_instrument_candidates(\\n             \\\"exchange\\\": r.exchange or \\\"\\\",\\n             \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n             \\\"asset_class\\\": r.asset_class,\\n+            \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n             \\\"data_source\\\": r.source,\\n             \\\"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\\\"),\\n+            \\\"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\\\")),\\n             \\\"confidence\\\": r.confidence,\\n             \\\"last_price\\\": \\\"\\\",\\n             \\\"price_date\\\": \\\"\\\",\\ndiff --git a/src/jarvis_finance/market_data/catalog.py b/src/jarvis_finance/market_data/catalog.py\\nindex 4dc3036..944c4b0 100644\\n--- a/src/jarvis_finance/market_data/catalog.py\\n+++ b/src/jarvis_finance/market_data/catalog.py\\n@@ -1,9 +1,14 @@\\n from __future__ import annotations\\n \\n+import json\\n+import os\\n import re\\n+import time\\n from dataclasses import dataclass, field\\n+from pathlib import Path\\n from sqlite3 import Connection\\n from typing import Protocol\\n+from urllib import parse, request\\n \\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.imports.common import stable_id, utc_now\\n@@ -62,6 +67,7 @@ class CatalogSearchResult:\\n     provider: str | None = None\\n     provider_symbol: str | None = None\\n     provider_market: str | None = None\\n+    country: str | None = None\\n     hedge_status: str = \\\"unknown\\\"\\n     instrument_status: str = \\\"unknown\\\"\\n     confidence: str = \\\"low\\\"\\n@@ -83,6 +89,139 @@ class UnavailableCatalogLookupProvider:\\n         raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n \\n \\n+def _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n+    for name in names:\\n+        if os.environ.get(name):\\n+            return os.environ[name]\\n+    runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n+    for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n+        if not candidate.exists():\\n+            continue\\n+        for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n+            raw = line.strip()\\n+            if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n+                continue\\n+            key, value = raw.split(\\\"=\\\", 1)\\n+            key = key.strip().removeprefix(\\\"export \\\").strip()\\n+            if key in names:\\n+                return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n+    return None\\n+\\n+\\n+class _HttpJsonLookupProvider:\\n+    name = \\\"provider\\\"\\n+    api_key_env: tuple[str, ...] = ()\\n+\\n+    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0, min_interval_seconds: float = 0.2) -> None:\\n+        self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n+        self.timeout_seconds = timeout_seconds\\n+        self.min_interval_seconds = min_interval_seconds\\n+        self._last_request_at = 0.0\\n+\\n+    def _throttle(self) -> None:\\n+        elapsed = time.monotonic() - self._last_request_at\\n+        if elapsed < self.min_interval_seconds:\\n+            time.sleep(self.min_interval_seconds - elapsed)\\n+        self._last_request_at = time.monotonic()\\n+\\n+    def _get_json(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n+        self._throttle()\\n+        req = request.Request(url, headers=headers or {})\\n+        with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup\\n+            return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+\\n+    def _post_json(self, url: str, payload: object, *, headers: dict[str, str] | None = None) -> object:\\n+        self._throttle()\\n+        data = json.dumps(payload).encode(\\\"utf-8\\\")\\n+        req = request.Request(url, data=data, headers={\\\"Content-Type\\\": \\\"application/json\\\", **(headers or {})})\\n+        with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup\\n+            return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+\\n+\\n+class OpenFigiLookupProvider(_HttpJsonLookupProvider):\\n+    name = \\\"openfigi\\\"\\n+    api_key_env = (\\\"OPENFIGI_API_KEY\\\", \\\"JARVIS_OPENFIGI_API_KEY\\\")\\n+\\n+    def _request(self, query: str) -> object:\\n+        if not self.api_key:\\n+            raise LookupUnavailable(\\\"openfigi_api_key_missing\\\")\\n+        headers = {\\\"X-OPENFIGI-APIKEY\\\": self.api_key}\\n+        return self._post_json(\\\"https://api.openfigi.com/v3/search\\\", {\\\"query\\\": query}, headers=headers)\\n+\\n+    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+        payload = self._request(query)\\n+        rows = payload.get(\\\"data\\\", []) if isinstance(payload, dict) else payload if isinstance(payload, list) else []\\n+        results: list[CatalogSearchResult] = []\\n+        for item in rows[:10]:\\n+            if not isinstance(item, dict):\\n+                continue\\n+            name = str(item.get(\\\"name\\\") or item.get(\\\"securityDescription\\\") or \\\"\\\").strip()\\n+            ticker = str(item.get(\\\"ticker\\\") or \\\"\\\").strip().upper() or None\\n+            exchange = str(item.get(\\\"exchCode\\\") or item.get(\\\"marketSector\\\") or \\\"\\\").strip().upper() or None\\n+            if not name and not ticker:\\n+                continue\\n+            sec_type = str(item.get(\\\"securityType\\\") or item.get(\\\"marketSecDes\\\") or \\\"\\\").lower()\\n+            inferred_class = asset_class or (\\\"etf\\\" if \\\"fund\\\" in sec_type or \\\"etf\\\" in sec_type else \\\"stock\\\")\\n+            results.append(CatalogSearchResult(None, inferred_class, name or ticker or query, ticker=ticker, exchange=exchange, provider=\\\"openfigi\\\", provider_symbol=str(item.get(\\\"compositeFIGI\\\") or item.get(\\\"figi\\\") or ticker or \\\"\\\") or None, confidence=\\\"medium\\\", source=\\\"openfigi\\\", evidence_note=\\\"OpenFIGI search result; manual selection required\\\"))\\n+        return results\\n+\\n+\\n+class FinnhubSymbolLookupProvider(_HttpJsonLookupProvider):\\n+    name = \\\"finnhub\\\"\\n+    api_key_env = (\\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\")\\n+\\n+    def _request(self, query: str) -> object:\\n+        if not self.api_key:\\n+            raise LookupUnavailable(\\\"finnhub_api_key_missing\\\")\\n+        url = \\\"https://finnhub.io/api/v1/search?\\\" + parse.urlencode({\\\"q\\\": query, \\\"token\\\": self.api_key})\\n+        return self._get_json(url)\\n+\\n+    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+        payload = self._request(query)\\n+        rows = payload.get(\\\"result\\\", []) if isinstance(payload, dict) else []\\n+        results: list[CatalogSearchResult] = []\\n+        for item in rows[:10]:\\n+            if not isinstance(item, dict):\\n+                continue\\n+            symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n+            description = str(item.get(\\\"description\\\") or symbol or query).strip()\\n+            if not symbol:\\n+                continue\\n+            inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in description.lower() else \\\"stock\\\")\\n+            results.append(CatalogSearchResult(None, inferred_class, description, ticker=symbol.split(\\\".\\\")[0], exchange=None, provider=\\\"finnhub\\\", provider_symbol=symbol, confidence=\\\"low\\\", source=\\\"finnhub\\\", evidence_note=\\\"Finnhub symbol lookup; manual selection required\\\"))\\n+        return results\\n+\\n+\\n+class FmpSearchProvider(_HttpJsonLookupProvider):\\n+    name = \\\"fmp\\\"\\n+    api_key_env = (\\\"FMP_API_KEY\\\", \\\"FINANCIAL_MODELING_PREP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\")\\n+\\n+    def _request(self, query: str) -> object:\\n+        if not self.api_key:\\n+            raise LookupUnavailable(\\\"fmp_api_key_missing\\\")\\n+        url = \\\"https://financialmodelingprep.com/api/v3/search?\\\" + parse.urlencode({\\\"query\\\": query, \\\"limit\\\": 10, \\\"apikey\\\": self.api_key})\\n+        return self._get_json(url)\\n+\\n+    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+        payload = self._request(query)\\n+        rows = payload if isinstance(payload, list) else []\\n+        results: list[CatalogSearchResult] = []\\n+        for item in rows[:10]:\\n+            if not isinstance(item, dict):\\n+                continue\\n+            symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n+            name = str(item.get(\\\"name\\\") or symbol or query).strip()\\n+            if not symbol and not name:\\n+                continue\\n+            inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in name.lower() else \\\"stock\\\")\\n+            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\\\"))\\n+        return results\\n+\\n+\\n+def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:\\n+    return [OpenFigiLookupProvider(), FinnhubSymbolLookupProvider(), FmpSearchProvider()]\\n+\\n+\\n def _validate_entry(entry: CatalogEntryInput) -> None:\\n     if entry.asset_class.lower() not in ASSET_CLASSES:\\n         raise ValueError(\\\"invalid asset_class\\\")\\n@@ -187,7 +326,7 @@ def search_local_catalog(conn: Connection, query: str, asset_class: str | None =\\n         CatalogSearchResult(\\n             catalog_entry_id=row[\\\"catalog_entry_id\\\"], asset_class=row[\\\"asset_class\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"], ticker=row[\\\"ticker\\\"], exchange=row[\\\"exchange\\\"],\\n             trading_currency=row[\\\"trading_currency\\\"], instrument_currency=row[\\\"instrument_currency\\\"], provider=row[\\\"provider\\\"], provider_symbol=row[\\\"provider_symbol\\\"],\\n-            provider_market=row[\\\"provider_market\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n+            provider_market=row[\\\"provider_market\\\"], country=row[\\\"country\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n             confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n         )\\n         for row in rows\\n@@ -200,11 +339,45 @@ def search_instruments(conn: Connection, query: str, asset_class: str | None = N\\n     for provider in providers or []:\\n         try:\\n             external = provider.search(query=query, asset_class=asset_class)\\n+        except LookupUnavailable as exc:\\n+            warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n+            if warning == \\\"external instrument lookup is not configured\\\":\\n+                warning = \\\"provider_lookup_unavailable\\\"\\n+            warnings.append(warning)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_dq3L9YGegMUAAdrb5jdud5T1", "timestamp": "2026-05-16T00:00:27.859577"}
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{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [{"id": "call_rOQH8a6ErVhdH81XAgGtbgY9", "call_id": "call_rOQH8a6ErVhdH81XAgGtbgY9", "response_item_id": "fc_09516b48ea7a6ed6016a079748be248191a6545d3740d6874a", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"git add src/jarvis_finance/dashboard/main.py src/jarvis_finance/dashboard/views/__init__.py src/jarvis_finance/dashboard/views/page_00_command_center.py src/jarvis_finance/dashboard/views/page_17_position_add.py src/jarvis_finance/equity/manage.py src/jarvis_finance/market_data/catalog.py tests/unit/test_dashboard_functional_ux_stabilization.py tests/unit/test_dashboard_usability_simplification.py tests/unit/test_equity_manage.py && git diff --cached --check && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short && git commit -m \\\"Improve manual position entry UX\\\"\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"GIT_SAFETY_OK\\nM  src/jarvis_finance/dashboard/main.py\\nM  src/jarvis_finance/dashboard/views/__init__.py\\nM  src/jarvis_finance/dashboard/views/page_00_command_center.py\\nA  src/jarvis_finance/dashboard/views/page_17_position_add.py\\nM  src/jarvis_finance/equity/manage.py\\nM  src/jarvis_finance/market_data/catalog.py\\nM  tests/unit/test_dashboard_functional_ux_stabilization.py\\nM  tests/unit/test_dashboard_usability_simplification.py\\nM  tests/unit/test_equity_manage.py\\n[main 195c952] Improve manual position entry UX\\n 9 files changed, 455 insertions(+), 16 deletions(-)\\n create mode 100644 src/jarvis_finance/dashboard/views/page_17_position_add.py\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_rOQH8a6ErVhdH81XAgGtbgY9", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5dPHYrcghUgdFRyF0eAw1waguot4R57GiZhGQnkYV1sH_6B2cZe0ARcSu73sC1yQ2EMZ9hVbvkcUPCg3bShgEZ1lE1Ijy9PXNOu5LGu6WID9WxquivipNLvGh_pXiChjawC_Dy3-MJUrTN2GkByfP4ayZXLRt4YHgiCj1YhLAFNsf3ffBzLrszRAcyy3cV3pviVKh5yc9Ri0SwGuMub8lhvxPTrjrYRiGBShOjNajNi-Q2czSaU-WfASQWvM_47PP_zWamEZCHSooWLxTkAuiry3cbjgcSLm7cPaczR-mBLuzioaIN-STn1Ueu8ths9zn2SrOJ7f0pGMEJJhBPfsMp1BE9nCZzGn72EbgMldnR6FmIY-7-scy8FG7L2bQngeRDmVX_pj0BATvcCnK6I3OeFVADb3Qq4HU7qcVHMmandOXEmh78P3JRrPGjkaCXiAO3raJoU6JCHZ3av6oPsumfQppuKRuGu8ZufInTYBkgxyfhwROafk_u0bUW1CoxxN7i_w0yTAzGGuC3fjmKlLBWhXGNTjtSFkoV1n8hhaByvS-k74C046oJACFjHztPjf0JHmbGtm7fixGM7Pbe5GfeIdadmnHkZgc7D4Tl4x1bF_DaeCwIZTOe_SN4fGP0wSqlaWTxlJMX5PH0FkuMcfWGLHVsvdYhOh6Y1VSFzXO_dWZv9n1V3KNv7A3Ty9KAFyodeautkrGguFiC6BvikMU2O5-exIChwJXTPjznFzFF3wUEIoqzmtugGwsfjNNENLDu1_Apku0r4FhaA9su0IqyBkmsQEs9m3AmxntA2oZssO9AI-3kilTLSP8ZdyQNgEmd-IjXDE917c1dIsMXNAr_mjGXr9FWmP_NV0_6zCljfuqDy8QOXIl3Fqsrn_4zQbGAZLNdq5kMw99O132JhhMW_UJ0pfFcN6cMhC2RzjcAtmgZUIPssejxJcKejPd3CFZ54_JVlTXnJbaozEz3NnhhKn3vVpHyyMvfO1oCm3gpupO7f97WjhfOIjGGDap8BkLCb", "id": "rs_09516b48ea7a6ed6016a07974e7bc88191aa8c529726045ca5", "summary": []}], "tool_calls": [{"id": "call_OZXcOVc7FhJoIG1dFqEkABwv", "call_id": "call_OZXcOVc7FhJoIG1dFqEkABwv", "response_item_id": "fc_09516b48ea7a6ed6016a07974fd97c81918e4662a2039228ff", "type": "function", "function": {"name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, subprocess, tempfile\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=None\\nfor row in rows:\\n    for cell in row:\\n        cell=cell.strip()\\n        if cell.startswith('ghp_') or cell.startswith('github_pat_'):\\n            token=cell\\n            break\\n    if token:\\n        break\\nif not token:\\n    raise SystemExit('token_missing')\\nwith tempfile.NamedTemporaryFile('w', delete=False) as f:\\n    f.write('#!/bin/sh\\\\n')\\n    f.write('case \\\"$1\\\" in *Username*) printf \\\"%s\\\" \\\"x-access-token\\\" ;; *Password*) printf \\\"%s\\\" \\\"$GITHUB_TOKEN\\\" ;; esac\\\\n')\\n    helper=f.name\\nos.chmod(helper,0o700)\\nenv=os.environ.copy(); env['GIT_ASKPASS']=helper; env['GITHUB_TOKEN']=token; env['GIT_TERMINAL_PROMPT']='0'\\ntry:\\n    r=subprocess.run(['git','push','origin','main'],cwd='/home/agent/.hermes/repos/FinanceManager',env=env,text=True,capture_output=True,timeout=120)\\n    print('push_exit', r.returncode)\\n    print(r.stdout)\\n    print(r.stderr)\\n    if r.returncode:\\n        raise SystemExit(r.returncode)\\nfinally:\\n    try: os.remove(helper)\\n    except FileNotFoundError: pass\\nPY\\nrm -rf .pytest_cache\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\\ngit rev-parse --short HEAD\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "terminal", "content": "{\"output\": \"push_exit 0\\n\\nTo https://github.com/Gamexgit/FinanceManager.git\\n   43b0443..195c952  main -> main\\n\\nGIT_SAFETY_OK\\n195c952\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_OZXcOVc7FhJoIG1dFqEkABwv", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "", "reasoning": "**Evaluating git status**\n\nI want the git status output to be empty, but it doesn't seem to show that line, which is puzzling. Maybe I need to ensure there's no table in the output. I also should verify the current status to make sure it's clean, but maybe the status showing empty is part of that. There's definitely a need to complete my to-do list regarding this!", "finish_reason": "tool_calls", "reasoning_content": "**Evaluating git status**\n\nI want the git status output to be empty, but it doesn't seem to show that line, which is puzzling. Maybe I need to ensure there's no table in the output. I also should verify the current status to make sure it's clean, but maybe the status showing empty is part of that. There's definitely a need to complete my to-do list regarding this!", "codex_reasoning_items": [{"type": "reasoning", "encrypted_content": "gAAAAABqB5dehzkW-rqPM0rr43kCUI5m2RwAu6F1v_8-vtrfLf5K_tKQf5DZ5zAN-t9NSRvDzAVszN08by09BnlL2R8lviNNcYr5c-I6EP707aggFtAnnYqXMtSo-hz3_Im5jRV5HNQUs3N54_7Xx3xAp2ZKT4Ihq-xlOSelzG7Hj08yEf8ZiDOPzhf0onyK0bE6z4kpkQ0GiRma1hmLIlxaLqWdpyC_YBZ25JwxeTtPIyivL0U8xAiS_iJGlKMqSDiwbGxNClOAl4nzBkOTzMk_FcioSn-jwKyem15BC2hkNTl9oOhxaI7PY88QgsR9JChazR05X_XXi-bggIA9P0ZJgZ2j7JsWjV_CJD84xAYC8RBb47spTz-wR65425Sy4if-rwKuzSYLodt6PVzD7twv3jq6jdJGStiv4d-kl7EiKD3VrOD1YvKiJSdxtXkHIbVi47Kdw5LnepQwFd5MOYaEHNMjAc6t6xDHieJcdHdE4nZMWFxtIISftEd5C0o6P_pU6Slk3B7XC1UYYHxX-mSkecj21eUEMEw-6asbbdVTKLXFyn-PGBT8fgANeilhcoQHNiAiYe_PI6feH6GWNZ56gL3JFFdo0MoytaRLgtEtOPShuVhQngtCS1WfWAj-vpJYjDpwASXEEHqzQywd_Wv9bFci5E16Ezv2arTH1Z9KEzfzfuu7fvqWPNsevVeKinNIpfV4bgldOq31S1oqRHDwr6kXGl65URUbyIYt59si7tdNX5WlXFiqjZ8ewv4KuWJ6ePvYl7rAVIGjnQyGnM_8NW-kCb55rQVRcD-9TVb3CVQu8aVElYZjG0dT4woq4Kn9Vk9D0z0baI2z9OsJTcVMDX8Cp_Bl7ohvXryd375nPtV2XFy9F1tzINS1WT6BBwDabR9ifXvlgnrx4dEjRDr38fTfbe5rl2Ls3ZMYrL23zh33rfzrbRlapv50N0tW84okw6w4OCatoPIG4pNFUBG4VM-CTLWEH7ri3ZYbWxpXJZkMHPmBjyERDG0awQsUPB9wOhAC45dcRrySCjH5gmfUFcekJBQBeeWBTkoN9OuYkqjaARAuvjnpK66RwFqjXCI9JvofeIss0vnCYKcb6HL35Bbjneh00wCFOk7CvTArrxYA8ucAda30iwQXTSj9dswPl3q6R2egk1lwtZs6OB_daOUwbJwSOg==", "id": "rs_09516b48ea7a6ed6016a07975b35b88191885412dc9a83ac95", "summary": [{"type": "summary_text", "text": "**Evaluating git status**\n\nI want the git status output to be empty, but it doesn't seem to show that line, which is puzzling. Maybe I need to ensure there's no table in the output. I also should verify the current status to make sure it's clean, but maybe the status showing empty is part of that. There's definitely a need to complete my to-do list regarding this!"}]}], "tool_calls": [{"id": "call_acPwzhlMPHXM9J8a0Bwio1g1", "call_id": "call_acPwzhlMPHXM9J8a0Bwio1g1", "response_item_id": "fc_09516b48ea7a6ed6016a07975e108481918e4083b920d03d77", "type": "function", "function": {"name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\",\"id\":\"ux-5\",\"status\":\"completed\"}]}"}}], "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"ux-1\", \"content\": \"Navigation/Command-Center/User-Mode Auffindbarkeit prüfen und Tests dafür ergänzen\", \"status\": \"completed\"}, {\"id\": \"ux-2\", \"content\": \"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\", \"status\": \"completed\"}, {\"id\": \"ux-3\", \"content\": \"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\", \"status\": \"completed\"}, {\"id\": \"ux-4\", \"content\": \"Tests für Navigation, Provider-Safety, Wizard, Audit und keine Live-API ergänzen\", \"status\": \"completed\"}, {\"id\": \"ux-5\", \"content\": \"Compile, pytest, Git-Safety, diff-check, Commit und Push ausführen\", \"status\": \"completed\"}], \"summary\": {\"total\": 5, \"pending\": 0, \"in_progress\": 0, \"completed\": 5, \"cancelled\": 0}}", "tool_call_id": "call_acPwzhlMPHXM9J8a0Bwio1g1", "timestamp": "2026-05-16T00:00:27.859577"}
{"role": "assistant", "content": "Erledigt, Sir.\n\n## Manual Position Entry & Instrument Search UX Sprint\n\nCommit: `195c952`  \nPush: erfolgreich nach `origin/main`  \nGit Status: clean  \nGit-Safety: `GIT_SAFETY_OK`\n\n## Wo findest du die Funktion im Dashboard?\n\nIm normalen **User Mode** jetzt direkt sichtbar:\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Aktien & ETFs**\n- **Position hinzufügen**\n- **Reports**\n\nZusätzlich gibt es im **Command Center** eine Schnellaktion:\n\n- **+ Position hinzufügen**\n\nDiese führt zur zentralen Wizard-Seite. Kein Suchen mehr im Admin-/Debug-Bereich. Welch revolutionärer Luxus: ein Menüpunkt, der tatsächlich auffindbar ist.\n\n## Neue zentrale Seite\n\nNeue Seite:\n\n**Position hinzufügen**\n\nGeführter Wizard:\n\n1. Assetklasse wählen\n   - Aktie\n   - ETF\n   - Crypto\n   - Cash\n\n2. Instrument suchen\n   - ISIN\n   - Name\n   - Ticker\n   - optionale Filter:\n     - Assetklasse\n     - Exchange\n     - Währung\n     - Land\n     - Provider\n\n3. Instrument auswählen\n   - Trefferliste ohne technische IDs\n   - Ticker allein wird nicht automatisch als eindeutig behandelt\n   - mehrere Treffer verlangen bewusste Auswahl\n\n4. Position erfassen\n   - Plattform/Depot:\n     - PostFinance\n     - True Wealth\n     - Raiffeisen\n     - Anderes Konto\n   - Menge\n   - Snapshot-/Buchungsdatum\n   - Transaktionstyp\n   - Cost Basis optional\n   - Gebühren optional\n   - FX-Status/Kurs/Quelle optional\n   - Notiz\n\n5. Review\n\n6. Bestätigt speichern\n\n## DOCX-Importpfad\n\nProduktiver Aktien-/ETF-Import aus PostFinance-/True-Wealth-DOCX bleibt gestoppt.\n\nDie Review Queue bleibt als Review-/Erinnerungsfläche erhalten, ist aber **nicht** der Hauptweg und schreibt keine produktiven Initial Snapshots.\n\n## ISIN-Suche\n\nJa, funktioniert.\n\nRegel:\n\n- Exakter ISIN-Treffer kann als **Eindeutig** angezeigt werden.\n- ISIN bleibt die bevorzugte Identifikation für Aktien/ETFs.\n\n## Name-/Ticker-Suche\n\nJa, funktioniert.\n\nRegeln:\n\n- Name-Suche zeigt Kandidatenliste.\n- Ticker allein wird als **Manuell prüfen** behandelt.\n- Ticker allein führt nicht zu automatischer Übernahme.\n- Mehrere Treffer verlangen bewusste Auswahl.\n\n## Provider eingebunden\n\nProvider-Reihenfolge implementiert:\n\n1. Lokale Instrumente in SQLite\n2. OpenFIGI\n3. Finnhub Symbol Lookup\n4. Financial Modeling Prep Search\n5. Manuelle Anlage\n\nProvider werden **nur bei explizitem Such-Klick** und aktivierter Provider-Suche abgefragt. Kein Live-API-Call beim normalen Seitenrendern.\n\n## Provider mangels API-Key aktuell deaktiviert\n\nBeim aktuellen Runtime-Check:\n\n- OpenFIGI: API-Key fehlt\n- Finnhub: API-Key fehlt\n- Financial Modeling Prep: API-Key fehlt\n\nKeys werden unterstützt über Environment oder Runtime-Secrets:\n\n- `~/jarvis_runtime/finance-system/secrets/.env`\n- alternativ `~/jarvis_runtime/finance-system/.env`\n\nUnterstützte Variablen:\n\n- OpenFIGI:\n  - `OPENFIGI_API_KEY`\n  - `JARVIS_OPENFIGI_API_KEY`\n\n- Finnhub:\n  - `FINNHUB_API_KEY`\n  - `JARVIS_FINNHUB_API_KEY`\n\n- Financial Modeling Prep:\n  - `FMP_API_KEY`\n  - `FINANCIAL_MODELING_PREP_API_KEY`\n  - `JARVIS_FMP_API_KEY`\n\nKeine Keys wurden ins Repo geschrieben oder im Chat ausgegeben.\n\n## Caching\n\nProvider-Ergebnisse werden bei expliziter Suche in den lokalen Instrument-Katalog geschrieben. Danach sind sie lokal suchbar, ohne erneute Provider-Abfrage.\n\nProvider-Fehler erzeugen Warnungen und Data-Quality-/Market-Data-Alerts, aber keinen Dashboard-Crash.\n\n## Manuelle Anlage\n\nJa, möglich.\n\nRegeln:\n\n- ISIN stark empfohlen\n- ISIN und Ticker dürfen nicht beide leer sein\n- manuelle Anlage ohne ISIN bleibt prüfpflichtig\n- Instrument wird lokal im Katalog angelegt\n- danach kann es gesucht und bewusst ausgewählt werden\n\n## Initial Snapshot speichern\n\nJa, möglich.\n\nÜber **Position hinzufügen → Aktie/ETF → Instrument auswählen → Transaktionstyp: Initial Snapshot**.\n\nSicherheitsregeln:\n\n- Review vor Speicherung Pflicht\n- Bestätigung per Checkbox Pflicht\n- Depot/Konto Pflicht\n- Instrumentauswahl Pflicht\n- keine stillen Überschreibungen\n- bestehende Position wird gegen doppelte Initial Snapshots geschützt\n- Audit-Log wird geschrieben\n\n## Audit-Log getestet\n\nJa.\n\nBestehende und neue Tests decken ab:\n\n- manuelle Instrumentanlage mit Audit\n- Initial Snapshot mit Audit\n- Ledger-Ereignis-Erzeugung\n- Review/Confirm vor Speicherung\n- Data-Quality-Hinweise bei fehlender Cost Basis / fehlendem FX\n\n## Tests\n\nAusgeführt:\n\n- `python -m compileall src tests`\n- `pytest -q`\n- `git diff --check`\n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- `git status --short`\n\nErgebnis:\n\n- Compile: erfolgreich\n- pytest: `262 passed`\n- git diff check: sauber\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status nach Push: clean\n\n## Commit / Push\n\n- Commit: `195c952`\n- Message: `Improve manual position entry UX`\n- Push: erfolgreich nach `main`\n\n## Offene Grenzen\n\n- Provider-Suche ist implementiert, aber mangels API-Keys aktuell faktisch deaktiviert.\n- OpenFIGI liefert nicht zuverlässig ISIN in der einfachen Search-Antwort; Treffer bleiben daher bewusst manuell prüfpflichtig.\n- Crypto/Cash sind auf der neuen zentralen Seite sichtbar vorbereitet, aber in diesem Sprint noch nicht als vollständiger Wizard umgesetzt.\n- Gebühren werden aktuell in Review/Notiz berücksichtigt; noch kein eigener Gebühren-Ledger-Flow auf der zentralen Seite.\n- Automatischer FX-Abruf ist noch nicht angebunden; fehlender FX blockiert nicht, sondern erzeugt Data-Quality-Hinweis.\n- Externe Provider-Abfragen sind bewusst klickbasiert, nicht live beim Dashboard-Rendern.", "reasoning": null, "finish_reason": "stop", "codex_message_items": [{"type": "message", "role": "assistant", "status": "completed", "content": [{"type": "output_text", "text": "Erledigt, Sir.\n\n## Manual Position Entry & Instrument Search UX Sprint\n\nCommit: `195c952`  \nPush: erfolgreich nach `origin/main`  \nGit Status: clean  \nGit-Safety: `GIT_SAFETY_OK`\n\n## Wo findest du die Funktion im Dashboard?\n\nIm normalen **User Mode** jetzt direkt sichtbar:\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Aktien & ETFs**\n- **Position hinzufügen**\n- **Reports**\n\nZusätzlich gibt es im **Command Center** eine Schnellaktion:\n\n- **+ Position hinzufügen**\n\nDiese führt zur zentralen Wizard-Seite. Kein Suchen mehr im Admin-/Debug-Bereich. Welch revolutionärer Luxus: ein Menüpunkt, der tatsächlich auffindbar ist.\n\n## Neue zentrale Seite\n\nNeue Seite:\n\n**Position hinzufügen**\n\nGeführter Wizard:\n\n1. Assetklasse wählen\n   - Aktie\n   - ETF\n   - Crypto\n   - Cash\n\n2. Instrument suchen\n   - ISIN\n   - Name\n   - Ticker\n   - optionale Filter:\n     - Assetklasse\n     - Exchange\n     - Währung\n     - Land\n     - Provider\n\n3. Instrument auswählen\n   - Trefferliste ohne technische IDs\n   - Ticker allein wird nicht automatisch als eindeutig behandelt\n   - mehrere Treffer verlangen bewusste Auswahl\n\n4. Position erfassen\n   - Plattform/Depot:\n     - PostFinance\n     - True Wealth\n     - Raiffeisen\n     - Anderes Konto\n   - Menge\n   - Snapshot-/Buchungsdatum\n   - Transaktionstyp\n   - Cost Basis optional\n   - Gebühren optional\n   - FX-Status/Kurs/Quelle optional\n   - Notiz\n\n5. Review\n\n6. Bestätigt speichern\n\n## DOCX-Importpfad\n\nProduktiver Aktien-/ETF-Import aus PostFinance-/True-Wealth-DOCX bleibt gestoppt.\n\nDie Review Queue bleibt als Review-/Erinnerungsfläche erhalten, ist aber **nicht** der Hauptweg und schreibt keine produktiven Initial Snapshots.\n\n## ISIN-Suche\n\nJa, funktioniert.\n\nRegel:\n\n- Exakter ISIN-Treffer kann als **Eindeutig** angezeigt werden.\n- ISIN bleibt die bevorzugte Identifikation für Aktien/ETFs.\n\n## Name-/Ticker-Suche\n\nJa, funktioniert.\n\nRegeln:\n\n- Name-Suche zeigt Kandidatenliste.\n- Ticker allein wird als **Manuell prüfen** behandelt.\n- Ticker allein führt nicht zu automatischer Übernahme.\n- Mehrere Treffer verlangen bewusste Auswahl.\n\n## Provider eingebunden\n\nProvider-Reihenfolge implementiert:\n\n1. Lokale Instrumente in SQLite\n2. OpenFIGI\n3. Finnhub Symbol Lookup\n4. Financial Modeling Prep Search\n5. Manuelle Anlage\n\nProvider werden **nur bei explizitem Such-Klick** und aktivierter Provider-Suche abgefragt. Kein Live-API-Call beim normalen Seitenrendern.\n\n## Provider mangels API-Key aktuell deaktiviert\n\nBeim aktuellen Runtime-Check:\n\n- OpenFIGI: API-Key fehlt\n- Finnhub: API-Key fehlt\n- Financial Modeling Prep: API-Key fehlt\n\nKeys werden unterstützt über Environment oder Runtime-Secrets:\n\n- `~/jarvis_runtime/finance-system/secrets/.env`\n- alternativ `~/jarvis_runtime/finance-system/.env`\n\nUnterstützte Variablen:\n\n- OpenFIGI:\n  - `OPENFIGI_API_KEY`\n  - `JARVIS_OPENFIGI_API_KEY`\n\n- Finnhub:\n  - `FINNHUB_API_KEY`\n  - `JARVIS_FINNHUB_API_KEY`\n\n- Financial Modeling Prep:\n  - `FMP_API_KEY`\n  - `FINANCIAL_MODELING_PREP_API_KEY`\n  - `JARVIS_FMP_API_KEY`\n\nKeine Keys wurden ins Repo geschrieben oder im Chat ausgegeben.\n\n## Caching\n\nProvider-Ergebnisse werden bei expliziter Suche in den lokalen Instrument-Katalog geschrieben. Danach sind sie lokal suchbar, ohne erneute Provider-Abfrage.\n\nProvider-Fehler erzeugen Warnungen und Data-Quality-/Market-Data-Alerts, aber keinen Dashboard-Crash.\n\n## Manuelle Anlage\n\nJa, möglich.\n\nRegeln:\n\n- ISIN stark empfohlen\n- ISIN und Ticker dürfen nicht beide leer sein\n- manuelle Anlage ohne ISIN bleibt prüfpflichtig\n- Instrument wird lokal im Katalog angelegt\n- danach kann es gesucht und bewusst ausgewählt werden\n\n## Initial Snapshot speichern\n\nJa, möglich.\n\nÜber **Position hinzufügen → Aktie/ETF → Instrument auswählen → Transaktionstyp: Initial Snapshot**.\n\nSicherheitsregeln:\n\n- Review vor Speicherung Pflicht\n- Bestätigung per Checkbox Pflicht\n- Depot/Konto Pflicht\n- Instrumentauswahl Pflicht\n- keine stillen Überschreibungen\n- bestehende Position wird gegen doppelte Initial Snapshots geschützt\n- Audit-Log wird geschrieben\n\n## Audit-Log getestet\n\nJa.\n\nBestehende und neue Tests decken ab:\n\n- manuelle Instrumentanlage mit Audit\n- Initial Snapshot mit Audit\n- Ledger-Ereignis-Erzeugung\n- Review/Confirm vor Speicherung\n- Data-Quality-Hinweise bei fehlender Cost Basis / fehlendem FX\n\n## Tests\n\nAusgeführt:\n\n- `python -m compileall src tests`\n- `pytest -q`\n- `git diff --check`\n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- `git status --short`\n\nErgebnis:\n\n- Compile: erfolgreich\n- pytest: `262 passed`\n- git diff check: sauber\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status nach Push: clean\n\n## Commit / Push\n\n- Commit: `195c952`\n- Message: `Improve manual position entry UX`\n- Push: erfolgreich nach `main`\n\n## Offene Grenzen\n\n- Provider-Suche ist implementiert, aber mangels API-Keys aktuell faktisch deaktiviert.\n- OpenFIGI liefert nicht zuverlässig ISIN in der einfachen Search-Antwort; Treffer bleiben daher bewusst manuell prüfpflichtig.\n- Crypto/Cash sind auf der neuen zentralen Seite sichtbar vorbereitet, aber in diesem Sprint noch nicht als vollständiger Wizard umgesetzt.\n- Gebühren werden aktuell in Review/Notiz berücksichtigt; noch kein eigener Gebühren-Ledger-Flow auf der zentralen Seite.\n- Automatischer FX-Abruf ist noch nicht angebunden; fehlender FX blockiert nicht, sondern erzeugt Data-Quality-Hinweis.\n- Externe Provider-Abfragen sind bewusst klickbasiert, nicht live beim Dashboard-Rendern."}], "id": "msg_09516b48ea7a6ed6016a079761c1508191820b43a8c49e4e41", "phase": "final_answer"}], "timestamp": "2026-05-16T00:00:27.859577"}