[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.


Explanation:
**Setting up the OpenFIGI key**

I see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!


[skill_view] name=finance-system-architecture (46,556 chars)


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[M G] Sehr gut. Der bisherige Provider-Sprint ist akzeptiert.

Ich habe den OpenFIGI-Key korrigiert. Der vorherige Key war falsch hinterlegt. Bitte OpenFIGI deshalb nochmals testen und nicht mehr vom letzten auth_failed ausgehen.

Zusätzlich habe ich weitere API-Keys in der Runtime-Secrets-ENV eingetragen:

* FINNHUB_API_KEY
* TWELVEDATA_API_KEY
* EODHD_API_KEY
* MASSIVE_API_KEY

Wichtig:

* EODHD_API_KEY hat nur ca. 20 API-Abfragen pro Tag und darf deshalb nur als Low-Volume-Fallback genutzt werden.
* Massive-Dokumentation: https://massive.com/docs/rest/quickstart
* OpenFIGI-Dokumentation: https://www.openfigi.com/api/documentation
* FMP-Dokumentation: https://site.financialmodelingprep.com/developer/docs

Bitte starte jetzt einen Provider Integration Sprint v2.

Ziel:
Die Instrumentensuche, Preisvorschau, Equity-/ETF-Preisaktualisierung und FX-Aktualisierung sollen mit den vorhandenen Free-/Fallback-Providern zuverlässig testbar werden.

Weiterhin verbindlich:

* Keine echten Finanzdaten ins Git-Repository.
* Keine API-Keys ins Git-Repository.
* Keine API-Keys in Logs, Reports, Tests oder Fehlermeldungen.
* Keine Provider-Abfrage beim normalen Dashboard-Rendern.
* Provider-Abfragen nur bei explizitem Klick oder CLI-Befehl.
* Keine Position speichern.
* Kein produktiver PostFinance-/True-Wealth-Import.
* Keine echten Portfolio-Daten an externe Provider senden außer explizite Suchbegriffe/ISIN/Ticker, die ich im Wizard eingebe.
* Runtime-Daten bleiben außerhalb Git.
* Git-Safety, Tests, Commit und Push wie gewohnt.

## 1. Secrets / Key-Namen

Bitte unterstütze folgende Key-Namen:

OPENFIGI_API_KEY=
JARVIS_OPENFIGI_API_KEY=

FMP_API_KEY=
JARVIS_FMP_API_KEY=

FINNHUB_API_KEY=
JARVIS_FINNHUB_API_KEY=

TWELVEDATA_API_KEY=
TWELVE_DATA_API_KEY=
JARVIS_TWELVEDATA_API_KEY=
JARVIS_TWELVE_DATA_API_KEY=

EODHD_API_KEY=
JARVIS_EODHD_API_KEY=

MASSIVE_API_KEY=
JARVIS_MASSIVE_API_KEY=

ALPHA_VANTAGE_API_KEY=
JARVIS_ALPHA_VANTAGE_API_KEY=

Wichtig:

* Der User hat TWELVEDATA_API_KEY ohne Unterstrich zwischen Twelve und Data gesetzt. Bitte diesen Namen zwingend unterstützen.
* Keys niemals ausgeben.
* Keys in Statusanzeigen nur als vorhanden / fehlt / auth_failed / error anzeigen.
* .env bleibt unter ~/jarvis_runtime/finance-system/secrets/.env.
* File Mode 600 prüfen, falls möglich.

## 2. OpenFIGI erneut testen

OpenFIGI Base URL:

https://api.openfigi.com/v3

Header:

X-OPENFIGI-APIKEY: <key>
Content-Type: application/json

Bitte testen:

### A. Mapping nach ISIN

[
  {
    "idType": "ID_ISIN",
    "idValue": "US9229087690"
  }
]

Endpoint:

POST /v3/mapping

### B. Search nach Name

{
  "query": "Vanguard Total Stock",
  "exchCode": "US"
}

Endpoint:

POST /v3/search

### C. Ticker + Exchange

[
  {
    "idType": "TICKER",
    "idValue": "VTI",
    "exchCode": "US"
  }
]

Bitte berichten:

* OpenFIGI-Key gefunden: ja/nein
* OpenFIGI erreichbar: ja/nein
* OpenFIGI Auth OK: ja/nein
* Mapping nach ISIN erfolgreich: ja/nein
* Search erfolgreich: ja/nein
* Kandidaten gefunden: ja/nein
* Rate-Limit-Header gelesen: ja/nein
* keine Position gespeichert

Wenn OpenFIGI weiterhin 401 liefert:

* nicht crashen
* als auth_failed markieren
* FMP/Twelve/Finnhub/Massive weiter nutzen

## 3. FMP bleibt Primary für Suche + Preisvorschau

FMP ist bereits funktionsfähig und soll weiter genutzt werden.

Bitte beibehalten/prüfen:

* search-symbol
* search-name
* search-isin
* search-exchange-variants, falls Tarif erlaubt
* profile

FMP soll liefern:

* Name
* Ticker/Symbol
* Exchange
* Währung
* Assetklasse, falls ableitbar
* ISIN, falls verfügbar
* Preisvorschau, falls verfügbar
* Datenquelle = FMP
* Confidence / Mapping-Status

Wenn FMP-Endpunkte wegen Tarif 402 liefern:

* sauber als restricted_endpoint behandeln
* keine harte Exception
* im Providerstatus anzeigen

## 4. Finnhub integrieren

Bitte Finnhub als echten Provider aktivieren, weil jetzt ein Key vorhanden ist.

Rolle:

* Symbol Lookup
* Company
Pro
file
* Quote / Preisvorschau, falls verfügbar
* Fallback für Instrumentensuche und Profile

Bitte implementieren oder prüfen:

* Key laden über FINNHUB_API_KEY / JARVIS_FINNHUB_API_KEY
* Providerstatus im Dashboard
* Symbol-/Name-/ISIN-Suche, soweit Finnhub-Endpunkte es unterstützen
* Company Profile für ausgewählte Symbole
* Quote/Preisvorschau, falls möglich
* Rate-Limit-/429-Handling
* keine Abfrage beim Rendern
* nur bei Klick oder CLI

Bitte mit ungefährlichen Tests prüfen:

* VTI
* Vanguard Total Stock
* ggf. US9229087690, falls Endpoint unterstützt

Nur aggregiert berichten.

## 5. Twelve Data integrieren

Bitte Twelve Data als echten Provider aktivieren.

Rolle:

* Aktien-/ETF-Preisprovider
* Forex-/FX-Fallback
* internationale Symbols / ETFs
* Fallback zu FMP

Bitte beachten:

* Der Key liegt als TWELVEDATA_API_KEY vor.
* Zusätzlich bitte TWELVE_DATA_API_KEY und JARVIS_* Varianten unterstützen.
* Base API typischerweise https://api.twelvedata.com.
* Key nie loggen.

Bitte implementieren/prüfen:

* Symbol Search, falls verfügbar
* Quote / Time Series / EOD-Preis, je nach Free-Tier-Verfügbarkeit
* Forex USD/CHF und EUR/CHF, falls möglich
* Fehler/Limit sauber behandeln
* keine Dashboard-Render-Abfrage

Echte Tests, falls Key funktioniert:

* VTI oder AAPL als ungefährliches Symbol
* USD/CHF oder EUR/CHF als FX-Test
* nur aggregiert berichten

## 6. Massive integrieren

Ich habe zusätzlich einen MASSIVE_API_KEY eingetragen.

Massive-Dokumentation:
https://massive.com/docs/rest/quickstart

Bitte Massive als neuen optionalen Provider vorbereiten und testen.

Rolle:

* US-Aktien-/ETF-Reference-Daten
* Ticker-Suche / Ticker-Details
* US-Aktien-/ETF-Preis-/Aggregates-Fallback
* nicht primär für europäische/Schweizer Instrumente

Bitte beachten:

* Auth laut Massive-Doku per API-Key, entweder Query-String apiKey=... oder Authorization Header.
* Bitte bevorzugt Authorization Header verwenden, falls kompatibel; sonst Query-Parameter.
* Key nie loggen.
* Key nie im Repo.

MVP-Endpunkte prüfen/vorbereiten:

* Reference Tickers:

  * /v3/reference/tickers
* Ticker Details:

  * /v3/reference/tickers/{ticker}
* Previous Day / Aggregates, sofern Free-Plan erlaubt:

  * /v2/aggs/ticker/{ticker}/prev
  * oder passender Endpoint aus Massive-Doku

Bitte testen:

* Ticker VTI
* Ticker AAPL als generischer Smoke-Test
* nur aggregiert berichten:

  * Massive-Key vorhanden: ja/nein
  * Massive erreichbar: ja/nein
  * Ticker-Kandidat gefunden: ja/nein
  * Preis/Previous-Day möglich: ja/nein
  * Fehlerkategorie, falls nein

## 7. EODHD integrieren, aber extrem sparsam

EODHD_API_KEY ist vorhanden, aber nur mit ca. 20 Calls/Tag.

Bitte EODHD nur als Low-Volume-Fallback vorbereiten.

Regeln:

* Nicht für Bulk.
* Nicht automatisch im Dashboard.
* Nicht automatisch im normalen Preisupdate, außer explizit erlaubt.
* Maximal 1 echter Smoke-Test, falls nötig.
* Provider in Priorität tief setzen.
* Klare Limit-Warnung im Providerstatus:

  * „Low-volume fallback, nicht für Bulk verwenden.“

Rolle:

* EOD-/historische Preise als Fallback
* einzelne Instrumente prüfen
* nicht für breite Portfolio-Updates

## 8. Alpha Vantage nur optional

Falls noch kein Key vorhanden ist:

* nicht blockierend
* Providerstatus: Key fehlt
* nicht priorisieren

Falls Key später vorhanden:

* nur Low-volume-Fallback
* wegen geringem Free-Tier nicht für Bulk

## 9. Providerrollen finalisieren

Bitte die Providerrollen so konfigurieren:

### Instrument Search / Mapping

Priorität:

1. Lokale DB
2. OpenFIGI
3. FMP
4. Finnhub
5. Twelve Data
6. Massive, vor allem US-Titel
7. Manuell anlegen

### Preisvorschau im Wizard

Priorität:

1. FMP
2. Finnhub
3. Twelve Data
4. Massive, vor allem US-Titel
5. EODHD, nur wenn explizit erlaubt
6. Stooq optional/no-key fallback

### Equity/ETF Price Update

Priorität:

1. FMP
2. Twelve Data
3. Finnhub
4. Massive für US-Titel
5. Stooq EOD fallback
6. EODHD nur explizit und low-volume
7. Alpha Vantage nur explizit und low-volume

### FX Update

Priorität:

1. Frankfurter, no-key
2. Twelve Data, falls Ke
y funktioniert
3. FMP/Finnhub nur falls sinnvoll
4. manuell

## 10. Providerstatus im Dashboard verbessern

Bitte im Wizard oder Settings/Data Provider anzeigen:

* OpenFIGI: aktiv / auth_failed / key fehlt / error
* FMP: aktiv / restricted_endpoint / key fehlt / error
* Finnhub: aktiv / key fehlt / error
* Twelve Data: aktiv / key fehlt / error
* Massive: aktiv / key fehlt / error
* EODHD: vorhanden, Low-volume / key fehlt / error
* Frankfurter FX: aktiv, kein Key nötig
* Stooq: verfügbar, kein Key nötig
* Alpha Vantage: optional

Bitte keine Keys anzeigen.

## 11. Equity Price Update Workflow erweitern

Bitte update-equity-prices erweitern:

* nutzt Provider-Priorität
* speichert Preise in market_prices
* respektiert Provider-Limits
* Dashboard liest nur lokale market_prices
* keine Live-Abfrage beim Rendern
* Dry Run möglich
* Provider-Auswahl möglich:

  * --provider fmp
  * --provider twelvedata
  * --provider finnhub
  * --provider massive
  * --provider eodhd
* EODHD nur mit explizitem Provider oder Flag

Bitte echte Tests nur mit ungefährlichen Symbolen und ohne Portfolio-Buchung.

## 12. FX Update Workflow

Bitte update-fx-rates implementieren oder erweitern:

* Frankfurter als Primary
* USD/CHF
* EUR/CHF
* CHF/CHF = 1 lokal
* optional Twelve Data als Fallback
* aktuelle und historische Kurse, wenn Datum angegeben
* speichern in fx_rates
* kein Live-API beim Rendern

## 13. Tests

Bitte Tests mit Mock-Providern ergänzen:

* OpenFIGI korrigierter Key wird geladen
* OpenFIGI 401 wird sauber als auth_failed behandelt
* OpenFIGI Mapping nach ISIN liefert Kandidat
* FMP funktioniert wie bisher
* Finnhub-Key vorhanden/fehlt → kein Crash
* Finnhub Symbol Lookup Mock
* TwelveData-Keyname TWELVEDATA_API_KEY wird erkannt
* TwelveData Quote/FX Mock
* Massive-Key wird erkannt
* Massive Ticker Reference Mock
* Massive Previous-Day/Aggregates Mock
* EODHD Low-volume Provider wird nicht für Bulk genutzt
* EODHD nur bei expliziter Auswahl
* Provider-Priorität korrekt
* Providerstatus im Dashboard ohne Key-Leak
* Preisupdate nutzt Provider nur bei CLI/Klick
* FX-Update speichert USD/CHF und EUR/CHF
* Git-Safety bleibt sauber

## 14. Optional echte Provider-Smoke-Tests

Wenn Keys vorhanden sind, darfst du echte Smoke-Tests ausführen.

Erlaubt:

OpenFIGI:

* VTI / US9229087690
* Vanguard Total Stock

FMP:

* VTI
* Vanguard Total Stock
* Profile VTI

Finnhub:

* VTI oder AAPL
* Symbol/Profile/Quote, falls möglich

Twelve Data:

* VTI oder AAPL
* USD/CHF oder EUR/CHF

Massive:

* VTI oder AAPL
* Ticker Details
* Previous Day / Aggregate, falls verfügbar

EODHD:

* höchstens 1 Call
* nur wenn nötig
* sonst keinen echten Test, um Limit zu schonen

Bitte nur aggregiert berichten:

* Provider erreichbar
* Auth OK
* Kandidaten/Preis gefunden
* Fehlerkategorie
* keine Position gespeichert
* keine Portfolio-Daten verwendet
* keine Keys ausgegeben

## 15. Kein produktiver Positionseintrag

Während dieses Sprints:

* keine echte Aktien-/ETF-Position produktiv speichern
* keinen PostFinance-/True-Wealth-DOCX-Import
* keine Brokerdaten ins Repo

Ziel:

* Provider testen
* Online-Suche stabilisieren
* Preisvorschau stabilisieren
* Equity-/ETF-Preisupdate vorbereiten
* FX-Update bereitstellen

## 16. Abschluss

Nach Umsetzung:

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

Wenn sauber:

* Commit
* Push

Bitte berichten:

* OpenFIGI korrigierter Key getestet: ja/nein
* OpenFIGI Auth OK: ja/nein
* FMP Status
* Finnhub integriert/getestet
* Twelve Data integriert/getestet
* Massive integriert/getestet
* EODHD eingebunden als Low-volume-Fallback
* Equity-Preisupdate erweitert
* FX-Update implementiert/erweitert
* Providerstatus im Dashboard sichtbar
* Online-Suche funktioniert
* Preisvorschau funktioniert
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Grenzen


Explanation:
**Assessing finance system**

I need to check if the finance system is already loaded. It feels important to ensure everything is set up correctly. I should scan the relevant finance system architecture and also look into the GitHub workflow related to the project. Alright, let's get things organized and loaded properly so I can move forward efficiently! It is crucial to stay on top of this to ensure smooth progress.


[skill_view] name=finance-system-architecture (47,719 chars)


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


Explanation:
**Planning task delegation**

I see I have a big task ahead. I should use my to-do list for this! Inspecting the repository is vital, and maybe I can delegate some parts of it. It looks like I have some time, but I’m not sure if I need to access the web. The user provided some documentation, so I should consider that. I think I could use the API docs for implementation, and perhaps a tool will help!

todo

Repo-/Secret-/Provider-Code v2 inspizieren und OpenFIGI/FMP Smoke erneut prüfen

Finnhub, Twelve Data, Massive, EODHD/Alpha provider + Keynamen + Status integrieren

Equity-Preisupdate Provider-Auswahl/Priorität und FX-Update mit Frankfurter/Twelve erweitern

Providerstatus/Wizard ohne Live-Render-Calls prüfen/anpassen

Mock-Tests und echte aggregierte Smoke-Tests ergänzen/ausführen

Compile, pytest, Git-Safety, diff-check, status

Commit und Push


[todo] updated task list


terminal

git status --short && git branch --show-current && git log -1 --oneline


Output:
main
9f1ead2 feat: add live equity instrument providers


[search_files] files search for '*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance -> 119 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (46,802 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py from line 1 (16,352 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py from line 1 (1,366 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py from line 1 (12,845 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py from line 259 (3,739 chars)


Explanation:
**Implementing provider classes**

I need to implement something here, and I think a good step is to write concise provider classes. Also, I need to consider the command line interface (CLI) aspect as well. It's important to keep things streamlined and efficient! I wonder if there's a specific way to structure these classes that will keep everything organized while also being user-friendly. I'll focus on clarity and functionality in this implementation process. Let's see how it goes!


     1|from __future__ import annotations
     2|
     3|import argparse
     4|from decimal import Decimal
     5|from pathlib import Path
     6|
     7|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings
     8|from jarvis_finance.fx.providers import MockFxProvider
     9|from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates
    10|from jarvis_finance.imports.instrument_candidates import qwen_resolve_staged_candidates, stage_docx_candidates
    11|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices
    12|from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings
    13|from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments
    14|from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices
    15|from jarvis_finance.quality.data_quality import check_crypto_data_quality
    16|from jarvis_finance.quality.git_safety import assert_safe, scan_path
    17|from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup
    18|from jarvis_finance.storage.database import connect
    19|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version
    20|
    21|
    22|def main(argv: list[str] | None = None) -> int:
    23|    parser = argparse.ArgumentParser(prog="finance")
    24|    sub = parser.add_subparsers(dest="command", required=True)
    25|    sub.add_parser("init-db")
    26|    sub.add_parser("migrate")
    27|    scan = sub.add_parser("git-safety-scan")
    28|    scan.add_argument("path", nargs="?", default=".")
    29|    prices = sub.add_parser("update-crypto-prices")
    30|    prices.add_argument("--currency", default="CHF")
    31|    prices.add_argument("--max-age-seconds", type=int, default=3600)
    32|    prices.add_argument("--sleep-seconds", type=float, default=0.0)
    33|    prices.add_argument("--max-retries", type=int, default=2)
    34|    prices.add_argument("--initial-backoff", type=float, default=1.0)
    35|    prices.add_argument("--max-backoff", type=float, default=8.0)
    36|    prices.add_argument("--only-missing", action="store_true")
    37|    prices.add_argument("--only-stale", action="store_true")
    38|    prices.add_argument("--only-symbol")
    39|    prices.add_argument("--limit", type=int)
    40|    prices.add_argument("--dry-run", action="store_true")
    41|    dq = sub.add_parser("check-data-quality")
    42|    dq.add_argument("--scope", choices=["crypto"], default="crypto")
    43|    dq.add_argument("--resolve-fixed", action="store_true")
    44|    dq.add_argument("--dry-run", action="store_true")
    45|    dq.add_argument("--currency", default="CHF")
    46|    dq.add_argument("--max-age-seconds", type=int, default=86_400)
    47|    fx = sub.add_parser("update-fx-rates")
    48|    fx.add_argument("--date", dest="rate_date")
    49|    fx.add_argument("--latest", action="store_true")
    50|    fx.add_argument("--missing-only", action="store_true")
    51|    fx.add_argument("--dry-run", action="store_true")
    52|    fx.add_argument("--currency", action="append", dest="currencies")
    53|    fx.add_argument("--mock-rate", action="append", default=[], help="Test-only BASE=RATE, e.g. USD=0.9")
    54|    fx.add_argument("--recheck-transactions", action="store_true")
    55|    fx.add_argument("--source-type")
    56|    market_prices = sub.add_parser("update-market-prices")
    57|    market_prices.add_argument("--asset-class", choices=["etf", "equity", "stock"], required=True)
    58|    market_prices.add_argument("--only-missing", action="store_true")
    59|    market_prices.add_argument("--only-stale", action="store_true")
    60|    market_prices.add_argument("--only-isin")
    61|    market_prices.add_argument("--limit", type=int)
    62|    market_prices.add_argument("--dry-run", action="store_true")
    63|    market_prices.add_argument("--date", dest="price_date")
    64|    market_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
    65|    equity_prices = sub.add_parser("update-equity-prices")
    66|    equity_prices.add_argument("--asset-class", choices=["etf", "equity", "stock", "all"], default="all")
    67|    equity_prices.add_argument("--only-missing", action="store_true")
    68|    equity_prices.add_argument("--only-stale", action="store_true")
    69|    equity_prices.add_argument("--only-isin")
    70|    equity_prices.add_argument("--limit", type=int)
    71|    equity_prices.add_argument("--dry-run", action="store_true")
    72|    equity_prices.add_argument("--date", dest="price_date")
    73|    equity_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
    74|    catalog = sub.add_parser("prepare-instrument-catalog")
    75|    catalog.add_argument("--source", default="true_wealth")
    76|    catalog.add_argument("--limit", type=int)
    77|    candidates = sub.add_parser("generate-mapping-candidates")
    78|    candidates.add_argument("--source", default="true_wealth")
    79|    candidates.add_argument("--limit", type=int)
    80|    candidates.add_argument("--dry-run", action="store_true")
    81|    candidates.add_argument("--public-lookup", action="store_true")
    82|    candidates.add_argument("--export-template", action="store_true")
    83|    candidates.add_argument("--template-path")
    84|    candidates.add_argument("--dedupe-missing-provider-alerts", action="store_true")
    85|    rank_candidates = sub.add_parser("rank-mapping-candidates")
    86|    rank_candidates.add_argument("--export-decision-pack", action="store_true")
    87|    rank_candidates.add_argument("--decision-pack-path")
    88|    rank_candidates.add_argument("--top-n", type=int, default=5)
    89|    q = sub.add_parser("stage-instrument-candidates")
    90|    q.add_argument("files", nargs="+", help="Broker DOCX files outside git repo")
    91|    q.add_argument("--qwen", action="store_true")
    92|    q.add_argument("--dry-run", action="store_true")
    93|    q.add_argument("--allow-repo-files", action="store_true")
    94|    qr = sub.add_parser("qwen-resolve-instrument-candidates")
    95|    qr.add_argument("--endpoint", default="http://100.101.173.25:11435/v1")
    96|    qr.add_argument("--model", default="qwen-3.6-agent")
    97|    qr.add_argument("--limit", type=int)
    98|    qr.add_argument("--dry-run", action="store_true")
    99|    qr.add_argument("--timeout", type=int, default=45)
   100|    sub.add_parser("backup-runtime-db")
   101|    restore = sub.add_parser("restore-runtime-db")
   102|    restore.add_argument("--from", dest="backup_file", required=True)
   103|    restore.add_argument("--yes", action="store_true")
   104|    verify = sub.add_parser("verify-backup")
   105|    verify.add_argument("--file", required=True)
   106|    args = parser.parse_args(argv)
   107|
   108|    if args.command in {"init-db", "migrate"}:
   109|        settings = load_settings()
   110|        ensure_runtime_dirs(settings)
   111|        conn = connect(settings.db_path)
   112|        apply_migrations(conn)
   113|        print(f"SCHEMA_VERSION={get_schema_version(conn)}")
   114|        return 0
   115|    if args.command == "git-safety-scan":
   116|        findings = scan_path(Path(args.path))
   117|        if findings:
   118|            for finding in findings:
   119|                print(f"{finding.path}: {finding.reason}")
   120|            return 1
   121|        assert_safe(Path(args.path))
   122|        print("GIT_SAFETY_OK")
   123|        return 0
   124|    if args.command == "update-crypto-prices":
   125|        settings = load_settings()
   126|        ensure_runtime_dirs(settings)
   127|        conn = connect(settings.db_path)
   128|        try:
   129|            apply_migrations(conn)
   130|            result = refresh_crypto_prices(
   131|                conn,
   132|                provider=CoinGeckoClient(
   133|                    max_retries=args.max_retries,
   134|                    initial_backoff_seconds=args.initial_backoff,
   135|                    max_backoff_seconds=args.max_backoff,
   136|                ),
   137|                currency=args.currency,
   138|                max_age_seconds=args.max_age_seconds,
   139|                only_missing=args.only_missing,
   140|                only_stale=args.only_stale,
   141|                only_symbol=args.only_symbol,
   142|                limit=args.limit,
   143|                dry_run=args.dry_run,
   144|                sleep_seconds=args.sleep_seconds,
   145|            )
   146|            print(
   147|                "CRYPTO_PRICE_UPDATE "
   148|                f"currency={result.currency} total_assets={result.total_assets} "
   149|                f"updated={result.updated_count} cached={result.cached_count} "
   150|                f"skipped={result.skipped_count} stale={result.stale_count} "
   151|                f"warnings={result.warning_count} errors={result.error_count} "
   152|                f"assets_still_missing_local_price={result.missing_local_price_count} "
   153|                f"dry_run={str(result.dry_run).lower()}"
   154|            )
   155|            return 1 if result.error_count else 0
   156|        finally:
   157|            conn.close()
   158|    if args.command == "update-fx-rates":
   159|        settings = load_settings()
   160|        ensure_runtime_dirs(settings)
   161|        conn = connect(settings.db_path)
   162|        try:
   163|            apply_migrations(conn)
   164|            if args.recheck_transactions:
   165|                result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)
   166|                print(
   167|                    "FX_RECHECK "
   168|                    f"transactions={result.transaction_count} chf_positions={result.chf_positions} "
   169|                    f"foreign_currency_positions={result.foreign_currency_positions} "
   170|                    f"justified_missing_fx_alerts={result.justified_missing_fx_alerts} "
   171|                    f"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} "
   172|                    f"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} "
   173|                    f"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}"
   174|                )
   175|                return 0
   176|            if not args.rate_date and not args.latest:
   177|                parser.error("update-fx-rates requires --date or --latest unless --recheck-transactions is used")
   178|            mock_rates: dict[tuple[str, str, str], Decimal | None] = {}
   179|            for item in args.mock_rate:
   180|                base, rate = item.split("=", 1)
   181|                mock_rates[(base.upper(), "CHF", args.rate_date or "latest")] = Decimal(rate)
   182|            currencies = args.currencies or sorted({r["currency_original"] for r in conn.execute("SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL").fetchall()})
   183|            provider = MockFxProvider(mock_rates)
   184|            result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or "latest", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)
   185|            print(
   186|                "FX_RATE_UPDATE "
   187|                f"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} "
   188|                f"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} "
   189|                f"dry_run={str(result.dry_run).lower()}"
   190|            )
   191|            return 1 if result.error_count else 0
   192|        finally:
   193|            conn.close()
   194|    if args.command in {"update-market-prices", "update-equity-prices"}:
   195|        settings = load_settings()
   196|        ensure_runtime_dirs(settings)
   197|        conn = connect(settings.db_path)
   198|        try:
   199|            apply_migrations(conn)
   200|            prices = {}
   201|            for item in args.mock_price:
   202|                symbol, price = item.split("=", 1)
   203|                prices[symbol.upper()] = Decimal(price)
   204|            provider = MockEquityPriceProvider(prices) if prices or args.command == "update-market-prices" else FmpEquityPriceProvider()
   205|            asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]
   206|            totals = []
   207|            exit_code = 0
   208|            for asset_class in asset_classes:
   209|                result = refresh_market_prices(
   210|                    conn,
   211|                    provider=provider,
   212|                    asset_class=asset_class,
   213|                    price_date=args.price_date,
   214|                    only_missing=args.only_missing,
   215|                    only_stale=args.only_stale,
   216|                    only_isin=args.only_isin,
   217|                    limit=args.limit,
   218|                    dry_run=args.dry_run,
   219|                )
   220|                totals.append(result)
   221|                exit_code = max(exit_code, 1 if result.error_count else 0)
   222|                print(
   223|                    ("EQUITY_PRICE_UPDATE " if args.command == "update-equity-prices" else "MARKET_PRICE_UPDATE ")
   224|                    + f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
   225|                    f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
   226|                    f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
   227|                )
   228|            return exit_code
   229|        finally:
   230|            conn.close()
   231|    if args.command == "prepare-instrument-catalog":
   232|        settings = load_settings()
   233|        ensure_runtime_dirs(settings)
   234|        conn = connect(settings.db_path)
   235|        try:
   236|            apply_migrations(conn)
   237|            rows = conn.execute(
   238|                """
   239|                SELECT DISTINCT t.instrument_id
   240|                FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id
   241|                WHERE t.transaction_type='initial_position_snapshot'
   242|                  AND t.source_type='broker_import_reviewed_snapshot'
   243|                  AND COALESCE(t.is_voided,0)=0
   244|                  AND t.instrument_id IS NOT NULL
   245|                ORDER BY i.isin, i.name
   246|                """
   247|            ).fetchall()
   248|            ids = [r["instrument_id"] for r in rows]
   249|            if args.limit is not None:
   250|                ids = ids[:args.limit]
   251|            summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)
   252|            print(
   253|                "INSTRUMENT_CATALOG_PREP "
   254|                f"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} "
   255|                f"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} "
   256|                f"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} "
   257|                f"valuation_ready={summary['valuation_ready']}"
   258|            )
   259|            return 0
   260|        finally:
   261|            conn.close()
   262|    if args.command == "generate-mapping-candidates":
   263|        settings = load_settings()
   264|        ensure_runtime_dirs(settings)
   265|        conn = connect(settings.db_path)
   266|        try:
   267|            apply_migrations(conn)
   268|            if args.dedupe_missing_provider_alerts:
   269|                resolved = dedupe_missing_provider_symbol_alerts(conn)
   270|            else:
   271|                resolved = 0
   272|            provider = CompositePublicLookupProvider() if args.public_lookup else EmptyLookupProvider()
   273|            result = generate_mapping_candidates(conn, provider=provider, source=args.source, limit=args.limit, dry_run=args.dry_run)
   274|            template = None
   275|            if args.export_template:
   276|                template_path = args.template_path or str(settings.runtime_paths.exports_dir / "true_wealth_mapping_review_template.csv")
   277|                template = export_mapping_review_template(conn, output_path=template_path)
   278|            print(
   279|                "MAPPING_CANDIDATES "
   280|                f"instruments_total={result.instruments_total} candidates_found={result.candidates_found} "
   281|                f"high={result.high_confidence} medium={result.medium_confidence} low={result.low_confidence} "
   282|                f"instruments_without_candidate={result.instruments_without_candidate} "
   283|                f"hedge_unknown={result.instruments_with_hedge_unknown} instrument_status_unknown={result.instruments_with_status_unknown} "
   284|                f"provider_lookup_unavailable={result.provider_lookup_unavailable} ambiguous={result.ambiguous_provider_mapping} "
   285|                f"deduped_missing_provider_alerts={resolved} "
   286|                f"template_updated={str(bool(template)).lower()} template_instruments={template['instrument_count'] if template else 0} template_candidates={template['candidate_rows'] if template else 0} "
   287|                f"dry_run={str(result.dry_run).lower()}"
   288|            )
   289|            return 0
   290|        finally:
   291|            conn.close()
   292|    if args.command == "rank-mapping-candidates":
   293|        settings = load_settings()
   294|        ensure_runtime_dirs(settings)
   295|        conn = connect(settings.db_path)
   296|        try:
   297|            apply_migrations(conn)
   298|            summary = recalculate_candidate_rankings(conn)
   299|            decision = None
   300|            if args.export_decision_pack:
   301|                decision_path = args.decision_pack_path or str(settings.runtime_paths.exports_dir / "mapping_candidate_decision_pack.md")
   302|                decision = export_mapping_decision_pack(conn, output_path=decision_path, top_n=args.top_n)
   303|            print(
   304|                "MAPPING_CANDIDATE_RANKING "
   305|                f"candidates_total={summary['candidates_total']} rank_high={summary['rank_high']} "
   306|                f"rank_medium={summary['rank_medium']} rank_low={summary['rank_low']} "
   307|                f"multiple_listings_same_isin={summary['multiple_listings_same_isin']} "
   308|                f"currency_mismatch={summary['currency_mismatch']} hedge_status_unknown={summary['hedge_status_unknown']} "
   309|                f"instrument_status_unknown={summary['instrument_status_unknown']} "
   310|                f"candidate_review_required={summary['candidate_review_required']} "
   311|                f"decision_pack_created={str(bool(decision)).lower()} "
   312|                f"decision_pack_instruments={decision['instrument_count'] if decision else 0} "
   313|                f"decision_pack_candidates={decision['candidate_rows'] if decision else 0} "
   314|                f"top_candidates_present={str(bool(decision and decision['top_candidates_present'])).lower()}"
   315|            )
   316|            return 0
   317|        finally:
   318|            conn.close()
   319|    if args.command == "stage-instrument-candidates":
   320|        settings = load_settings()
   321|        ensure_runtime_dirs(settings)
   322|        repo_root = Path.cwd().resolve()
   323|        files = [Path(f).expanduser().resolve() for f in args.files]
   324|        if not args.allow_repo_files:
   325|            for f in files:
   326|                try:
   327|                    f.relative_to(repo_root)
   328|                    parser.error("Broker files must stay outside git repo; pass runtime import paths, not repo files")
   329|                except ValueError:
   330|                    pass
   331|        conn = connect(settings.db_path)
   332|        try:
   333|            apply_migrations(conn)
   334|            result = stage_docx_candidates(conn, files, use_qwen=args.qwen, dry_run=args.dry_run)
   335|            print(
   336|                "INSTRUMENT_CANDIDATE_STAGING "
   337|                f"candidates_total={result.candidates_total} with_isin={result.with_isin} without_isin={result.without_isin} "
   338|                f"with_ticker={result.with_ticker} with_currency={result.with_currency} "
   339|                f"exact_isin_match={result.exact_isin_match} probable={result.probable} needs_manual_review={result.needs_manual_review} "
   340|                f"confirmed={result.confirmed} importable_confirmed={result.importable_confirmed} blocked={result.blocked} "
   341|                f"qwen_requested={str(args.qwen).lower()} qwen_used={str(result.qwen_used).lower()} qwen_available={str(result.qwen_available).lower()} "
   342|                f"parser_qwen_agree={result.parser_qwen_agree} parser_qwen_disagree={result.parser_qwen_disagree} "
   343|                f"warnings={result.warnings} errors={result.errors} dry_run={str(result.dry_run).lower()}"
   344|            )
   345|            return 1 if result.errors else 0
   346|        finally:
   347|            conn.close()
   348|    if args.command == "qwen-resolve-instrument-candidates":
   349|        settings = load_settings()
   350|        ensure_runtime_dirs(settings)
   351|        conn = connect(settings.db_path)
   352|        try:
   353|            apply_migrations(conn)
   354|            result = qwen_resolve_staged_candidates(conn, endpoint=args.endpoint, model=args.model, limit=args.limit, dry_run=args.dry_run, timeout=args.timeout)
   355|            print(
   356|                "QWEN_INSTRUMENT_RESOLVE "
   357|                f"qwen_available={str(result.qwen_available).lower()} qwen_used={str(result.qwen_used).lower()} model={result.model} "
   358|                f"candidates_total={result.candidates_total} "
   359|                f"exact_before={result.exact_before} exact_after={result.exact_after} "
   360|                f"probable_before={result.probable_before} probable_after={result.probable_after} "
   361|                f"needs_review_before={result.needs_review_before} needs_review_after={result.needs_review_after} "
   362|                f"confirmed_after={result.confirmed_after} improved={result.improved} "
   363|                f"manual_review_remaining={result.manual_review_remaining} warnings={result.warnings} errors={result.errors} "
   364|                f"dry_run={str(result.dry_run).lower()}"
   365|            )
   366|            return 1 if result.errors else 0
   367|        finally:
   368|            conn.close()
   369|    if args.command == "check-data-quality":
   370|        settings = load_settings()
   371|        ensure_runtime_dirs(settings)
   372|        conn = connect(settings.db_path)
   373|        try:
   374|            apply_migrations(conn)
   375|            result = check_crypto_data_quality(
   376|                conn,
   377|                currency=args.currency,
   378|                max_age_seconds=args.max_age_seconds,
   379|                resolve_fixed=args.resolve_fixed,
   380|                dry_run=args.dry_run,
   381|            )
   382|            print(
   383|                "DATA_QUALITY_CHECK "
   384|                f"scope={result.scope} active_crypto_assets={result.active_crypto_assets} "
   385|                f"fresh_price_assets={result.fresh_price_assets} "
   386|                f"active_stale_price_alerts_before={result.active_stale_price_alerts_before} "
   387|                f"active_stale_price_alerts_after={result.active_stale_price_alerts_after} "
   388|                f"resolved_alerts={result.resolved_alerts} "
   389|                f"warnings={result.warnings} errors={result.errors} "
   390|                f"dry_run={str(result.dry_run).lower()}"
   391|            )
   392|            return 1 if result.errors else 0
   393|        finally:
   394|            conn.close()
   395|    if args.command == "backup-runtime-db":
   396|        settings = load_settings()
   397|        ensure_runtime_dirs(settings)
   398|        result = backup_runtime_db(
   399|            db_path=settings.db_path,
   400|            backups_dir=settings.runtime_paths.backups_dir,
   401|            repo_root=Path.cwd(),
   402|        )
   403|        print(
   404|            "RUNTIME_DB_BACKUP "
   405|            f"backup_file={result.backup_file} checksum_file={result.checksum_file} "
   406|            f"sha256={result.sha256} size_bytes={result.size_bytes}"
   407|        )
   408|        return 0
   409|    if args.command == "verify-backup":
   410|        result = verify_backup(backup_file=Path(args.file), repo_root=Path.cwd())
   411|        print(
   412|            "BACKUP_VERIFY "
   413|            f"backup_file={result.backup_file} checksum_file={result.checksum_file} "
   414|            f"exists={str(result.exists).lower()} checksum_ok={str(result.checksum_ok).lower()} "
   415|            f"sha256={result.sha256}"
   416|        )
   417|        return 0 if result.exists and result.checksum_ok else 1
   418|    if args.command == "restore-runtime-db":
   419|        settings = load_settings()
   420|        ensure_runtime_dirs(settings)
   421|        result = restore_runtime_db(
   422|            backup_file=Path(args.backup_file),
   423|            db_path=settings.db_path,
   424|            repo_root=Path.cwd(),
   425|            yes=args.yes,
   426|        )
   427|        print(
   428|            "RUNTIME_DB_RESTORE "
   429|            f"source_file={result.source_file} restored_to={result.restored_to} "
   430|            f"verified={str(result.verified).lower()}"
   431|        )
   432|        return 0
   433|    return 2
   434|
   435|
   436|if __name__ == "__main__":
   437|    raise SystemExit(main())
   438|


Explanation:
**Working on a patch**

I think I need a robust patch, so I’m considering using a Python script to rewrite some files; that might be easier. Maybe I should create a provider utility module first? Then I could simplify modifying prices.py with generic classes. I’ll look into catalog.py and provider classes in fx/providers.py, as well as importing from the CLI. Oh, and I definitely need to test it with OpenFIGI using a direct script first.

from hermes_tools import terminal
script=r'''
from pathlib import Path
import json, stat
from urllib import request, error
from jarvis_finance.market_data.catalog import _runtime_secret_value
secret=Path.home()/'jarvis_runtime/finance-system/secrets/.env'
print('SECRETS_FILE_EXISTS', 'ja' if secret.exists() else 'nein')
print('SECRETS_FILE_MODE_600', 'ja' if secret.exists() and stat.S_IMODE(secret.stat().st_mode)==0o600 else 'nein')
keys={
'OPENFIGI':('OPENFIGI_API_KEY','JARVIS_OPENFIGI_API_KEY'),
'FMP':('FMP_API_KEY','JARVIS_FMP_API_KEY'),
'FINNHUB':('FINNHUB_API_KEY','JARVIS_FINNHUB_API_KEY'),
'TWELVEDATA':('TWELVEDATA_API_KEY','TWELVE_DATA_API_KEY','JARVIS_TWELVEDATA_API_KEY','JARVIS_TWELVE_DATA_API_KEY'),
'EODHD':('EODHD_API_KEY','JARVIS_EODHD_API_KEY'),
'MASSIVE':('MASSIVE_API_KEY','JARVIS_MASSIVE_API_KEY'),
'ALPHA_VANTAGE':('ALPHA_VANTAGE_API_KEY','JARVIS_ALPHA_VANTAGE_API_KEY')}
for k,names in keys.items(): print(k+'_KEY_PRESENT', 'ja' if _runtime_secret_value(names) else 'nein')
key=_runtime_secret_value(('OPENFIGI_API_KEY','JARVIS_OPENFIGI_API_KEY'))
if key:
  for label,url,payload in [
    ('OPENFIGI_MAPPING_ISIN','https://api.openfigi.com/v3/mapping',[{'idType':'ID_ISIN','idValue':'US9229087690'}]),
    ('OPENFIGI_SEARCH_NAME','https://api.openfigi.com/v3/search',{'query':'Vanguard Total Stock','exchCode':'US'}),
    ('OPENFIGI_MAPPING_TICKER','https://api.openfigi.com/v3/mapping',[{'idType':'TICKER','idValue':'VTI','exchCode':'US'}])]:
    req=request.Request(url,data=json.dumps(payload).encode(),headers={'Content-Type':'application/json','X-OPENFIGI-APIKEY':key})
    try:
      with request.urlopen(req,timeout=20) as resp:
        data=json.loads(resp.read().decode())
        headers={h.lower():v for h,v in resp.headers.items()}
        rows=(data[0].get('data',[]) if isinstance(data,list) and data and isinstance(data[0],dict) else data.get('data',[]) if isinstance(data,dict) else [])
        print(label, 'http_ok', 'candidates', 'ja' if rows else 'nein', 'rate_headers', 'ja' if any(h in headers for h in ['ratelimit-limit','ratelimit-remaining','ratelimit-reset']) else 'nein')
    except error.HTTPError as exc:
      print(label, 'http_error', exc.code)
    except Exception as exc:
      print(label, 'error', type(exc).__name__)
'''
from pathlib import Path
Path('/tmp/provider_v2_preflight.py').write_text(script)
print(terminal('python /tmp/provider_v2_preflight.py', timeout=180, workdir='/home/agent/.hermes/repos/FinanceManager')['output'])


Output:
SECRETS_FILE_EXISTS ja
SECRETS_FILE_MODE_600 ja
OPENFIGI_KEY_PRESENT ja
FMP_KEY_PRESENT ja
FINNHUB_KEY_PRESENT ja
TWELVEDATA_KEY_PRESENT ja
EODHD_KEY_PRESENT ja
MASSIVE_KEY_PRESENT ja
ALPHA_VANTAGE_KEY_PRESENT nein
OPENFIGI_MAPPING_ISIN http_ok candidates ja rate_headers ja
OPENFIGI_SEARCH_NAME http_ok candidates ja rate_headers ja
OPENFIGI_MAPPING_TICKER http_ok candidates ja rate_headers ja


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py')
s=p.read_text()
insert='''\n\nclass _HttpEquityPriceProvider:\n    name = "provider"\n    api_key_env: tuple[str, ...] = ()\n\n    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\n        self.api_key = api_key or _runtime_secret_value(self.api_key_env)\n        self.timeout_seconds = timeout_seconds\n\n    def _json_url(self, url: str, *, headers: dict[str, str] | None = None) -> object:\n        req = request.Request(url, headers=headers or {"Accept": "application/json"})\n        try:\n            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI/user provider lookup\n                return json.loads(response.read().decode("utf-8"))\n        except error.HTTPError as exc:\n            if exc.code in {401, 403}:\n                raise RuntimeError(f"{self.name}_auth_failed") from exc\n            if exc.code == 402:\n                raise RuntimeError(f"{self.name}_endpoint_restricted") from exc\n            if exc.code == 429:\n                raise RuntimeError(f"{self.name}_rate_limited") from exc\n            raise RuntimeError(f"{self.name}_provider_error") from exc\n        except error.URLError as exc:\n            raise RuntimeError(f"{self.name}_network_error") from exc\n\n    @staticmethod\n    def _decimal_price(value: object) -> Decimal | None:\n        try:\n            price = Decimal(str(value)) if value not in {None, ""} else None\n        except (InvalidOperation, ValueError):\n            return None\n        return price if price is not None and price > 0 else None\n\n    def _missing(self, symbol: str, message: str) -> EquityPriceQuote:\n        return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message=message)\n\n\nclass FinnhubEquityPriceProvider(_HttpEquityPriceProvider):\n    name = "finnhub"\n    api_key_env = ("FINNHUB_API_KEY", "JARVIS_FINNHUB_API_KEY")\n\n    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\n        symbol = (provider_symbol or "").strip().upper()\n        if not symbol:\n            return self._missing(symbol, "provider_symbol_missing")\n        if not self.api_key:\n            return self._missing(symbol, "finnhub_api_key_missing")\n        try:\n            payload = self._json_url("https://finnhub.io/api/v1/quote?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))\n            profile = self._json_url("https://finnhub.io/api/v1/stock/profile2?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))\n        except RuntimeError as exc:\n            return self._missing(symbol, str(exc))\n        row = payload if isinstance(payload, dict) else {}\n        price = self._decimal_price(row.get("c") or row.get("pc"))\n        if price is None:\n            return self._missing(symbol, "price_missing")\n        currency = str(profile.get("currency") or "USD").upper() if isinstance(profile, dict) else "USD"\n        return EquityPriceQuote(provider_symbol=symbol, currency=currency or "USD", close=price, provider=self.name, price_timestamp=utc_now(), quality_status="fresh")\n\n\nclass TwelveDataEquityPriceProvider(_HttpEquityPriceProvider):\n    name = "twelvedata"\n    api_key_env = ("TWELVEDATA_API_KEY", "TWELVE_DATA_API_KEY", "JARVIS_TWELVEDATA_API_KEY", "JARVIS_TWELVE_DATA_API_KEY")\n\n    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\n        symbol = (provider_symbol or "").strip().upper()\n        if not symbol:\n            return self._missing(symbol, "provider_symbol_missing")\n        if not self.api_key:\n            return self._missing(symbol, "twelvedata_api_key_missing")\n        try:\n            payload = self._json_url("https://api.twelvedata.com/quote?" + parse.urlencode({"symbol": symbol, "apikey": self.api_key}))\n        except RuntimeError as exc:\n            return self._missing(symbol, str(exc))\n        row = payload if isinstance(payload, dict) else {}\n        if str(row.get("status") or "").lower() == "error":\n            return self._missing(symbol, "twelvedata_provider_error")\n        price = self._decimal_price(row.get("close") or row.get("previous_close") or row.get("price"))\n        if price is None:\n            return self._missing(symbol, "price_missing")\n        currency = str(row.get("currency") or "USD").upper()\n        ts = str(row.get("datetime") or row.get("timestamp") or utc_now())\n        return EquityPriceQuote(provider_symbol=symbol, currency=currency or "USD", close=price, provider=self.name, price_timestamp=ts, quality_status="fresh")\n\n\nclass MassiveEquityPriceProvider(_HttpEquityPriceProvider):\n    name = "massive"\n    api_key_env = ("MASSIVE_API_KEY", "JARVIS_MASSIVE_API_KEY")\n\n    def _massive_json(self, path: str) -> object:\n        if not self.api_key:\n            raise RuntimeError("massive_api_key_missing")\n        base = "https://api.massive.com" + path\n        try:\n            return self._json_url(base, headers={"Accept": "application/json", "Authorization": f"Bearer {self.api_key}"})\n        except RuntimeError as exc:\n            if "auth_failed" not in str(exc):\n                raise\n            sep = "&" if "?" in base else "?"\n            return self._json_url(base + sep + parse.urlencode({"apiKey": self.api_key}), headers={"Accept": "application/json"})\n\n    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\n        symbol = (provider_symbol or "").strip().upper()\n        if not symbol:\n            return self._missing(symbol, "provider_symbol_missing")\n        try:\n            payload = self._massive_json(f"/v2/aggs/ticker/{parse.quote(symbol)}/prev")\n        except RuntimeError as exc:\n            return self._missing(symbol, str(exc))\n        results = payload.get("results", []) if isinstance(payload, dict) else []\n        row = results[0] if results and isinstance(results[0], dict) else {}\n        price = self._decimal_price(row.get("c") or row.get("vw"))\n        if price is None:\n            return self._missing(symbol, "price_missing")\n        return EquityPriceQuote(provider_symbol=symbol, currency="USD", close=price, provider=self.name, price_timestamp=utc_now(), quality_status="fresh")\n\n\nclass EodhdEquityPriceProvider(_HttpEquityPriceProvider):\n    name = "eodhd"\n    api_key_env = ("EODHD_API_KEY", "JARVIS_EODHD_API_KEY")\n\n    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\n        symbol = (provider_symbol or "").strip().upper()\n        if not symbol:\n            return self._missing(symbol, "provider_symbol_missing")\n        if not self.api_key:\n            return self._missing(symbol, "eodhd_api_key_missing")\n        eod_symbol = symbol if "." in symbol else f"{symbol}.US"\n        try:\n            payload = self._json_url("https://eodhd.com/api/real-time/" + parse.quote(eod_symbol) + "?" + parse.urlencode({"api_token": self.api_key, "fmt": "json"}))\n        except RuntimeError as exc:\n            return self._missing(symbol, str(exc))\n        row = payload if isinstance(payload, dict) else {}\n        price = self._decimal_price(row.get("close") or row.get("previousClose"))\n        if price is None:\n            return self._missing(symbol, "price_missing")\n        return EquityPriceQuote(provider_symbol=symbol, currency=str(row.get("currency") or "USD").upper(), close=price, provider=self.name, price_timestamp=utc_now(), quality_status="fresh")\n\n\ndef equity_price_provider_by_name(name: str) -> EquityPriceProvider:\n    key = (name or "").lower().replace("-", "")\n    providers = {\n        "fmp": FmpEquityPriceProvider,\n        "finnhub": FinnhubEquityPriceProvider,\n        "twelvedata": TwelveDataEquityPriceProvider,\n        "twelvedata": TwelveDataEquityPriceProvider,\n        "massive": MassiveEquityPriceProvider,\n        "eodhd": EodhdEquityPriceProvider,\n    }\n    if key not in providers:\n        raise ValueError("unknown equity price provider")\n    return providers[key]()\n'''
# insert after FmpEquityPriceProvider class (before _resolve_market_alerts)
marker='\n\ndef _resolve_market_alerts'
s=s.replace(marker, insert+marker)
p.write_text(s)


Explanation:
**Evaluating key usage**

I think I need a duplicate key, even if it might be unnecessary. It’s probably better to focus on cataloging the classes instead. I should use append before the default to modify the default/status. This approach seems more efficient. It’s crucial to ensure everything functions correctly while simplifying the process. Let’s figure out the best way to tidy things up and make any necessary adjustments!

from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py')
s=p.read_text()
classes=r'''

class TwelveDataLookupProvider(_HttpJsonLookupProvider):
    name = "twelvedata"
    api_key_env = ("TWELVEDATA_API_KEY", "TWELVE_DATA_API_KEY", "JARVIS_TWELVEDATA_API_KEY", "JARVIS_TWELVE_DATA_API_KEY")

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        if not self.api_key:
            raise LookupUnavailable("twelvedata_api_key_missing")
        url = "https://api.twelvedata.com/symbol_search?" + parse.urlencode({"symbol": query, "apikey": self.api_key})
        payload = self._get_json(url)
        if isinstance(payload, dict) and str(payload.get("status") or "").lower() == "error":
            raise LookupUnavailable("twelvedata_provider_error")
        rows = payload.get("data", []) if isinstance(payload, dict) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("symbol") or item.get("instrument_name") or "").strip().upper()
            name = str(item.get("instrument_name") or item.get("name") or symbol or query).strip()
            if not symbol and not name:
                continue
            instrument_type = str(item.get("instrument_type") or "").lower()
            inferred_class = asset_class or ("etf" if "etf" in instrument_type or "fund" in name.lower() else "stock")
            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(":")[0] if symbol else None, exchange=str(item.get("exchange") or item.get("mic_code") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="twelvedata", provider_symbol=symbol or None, provider_market=str(item.get("exchange") or "").strip().upper() or None, country=str(item.get("country") or "").strip().upper() or None, confidence="medium" if symbol else "low", source="twelvedata", evidence_note="Twelve Data symbol search result; manual selection required"))
        return results

class MassiveLookupProvider(_HttpJsonLookupProvider):
    name = "massive"
    api_key_env = ("MASSIVE_API_KEY", "JARVIS_MASSIVE_API_KEY")

    def _massive_json(self, path: str, params: dict[str, str] | None = None) -> object:
        if not self.api_key:
            raise LookupUnavailable("massive_api_key_missing")
        qs = ("?" + parse.urlencode(params or {})) if params else ""
        url = "https://api.massive.com" + path + qs
        try:
            return self._get_json(url, headers={"Accept": "application/json", "Authorization": f"Bearer {self.api_key}"})
        except LookupUnavailable as exc:
            if "auth_failed" not in str(exc):
                raise
            sep = "&" if "?" in url else "?"
            return self._get_json(url + sep + parse.urlencode({"apiKey": self.api_key}), headers={"Accept": "application/json"})

    def _details(self, symbol: str) -> dict[str, object]:
        try:
            payload = self._massive_json("/v3/reference/tickers/" + parse.quote(symbol))
        except LookupUnavailable:
            return {}
        result = payload.get("results", {}) if isinstance(payload, dict) else {}
        return result if isinstance(result, dict) else {}

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        q = (query or "").strip()
        if not q:
            return []
        params = {"limit": "10", "market": "stocks", "active": "true"}
        if len(q.split()) == 1 and len(q) <= 12:
            params["ticker"] = q.upper()
        else:
            params["search"] = q
        payload = self._massive_json("/v3/reference/tickers", params)
        rows = payload.get("results", []) if isinstance(payload, dict) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("ticker") or "").strip().upper()
            details = self._details(symbol) if symbol else {}
            name = str(item.get("name") or details.get("name") or symbol or query).strip()
            typ = str(item.get("type") or details.get("type") or "").lower()
            inferred_class = asset_class or ("etf" if "etf" in typ or "fund" in name.lower() else "stock")
            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol or None, exchange=str(item.get("primary_exchange") or details.get("primary_exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency_name") or details.get("currency_name") or "USD").strip().upper() or None, provider="massive", provider_symbol=symbol or None, provider_market=str(item.get("primary_exchange") or "").strip().upper() or None, country=str(item.get("locale") or details.get("locale") or "").strip().upper() or None, confidence="medium" if symbol else "low", source="massive", evidence_note="Massive reference ticker result; US-focused fallback; manual selection required"))
        return results

class EodhdLookupProvider(_HttpJsonLookupProvider):
    name = "eodhd"
    api_key_env = ("EODHD_API_KEY", "JARVIS_EODHD_API_KEY")

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        # Low-volume fallback: never included in default bulk search; explicit use only.
        if not self.api_key:
            raise LookupUnavailable("eodhd_api_key_missing")
        raise LookupUnavailable("eodhd_low_volume_explicit_only")
'''
marker='\n\ndef default_instrument_lookup_providers()'
s=s.replace(marker, classes+marker)
s=s.replace('return [OpenFigiLookupProvider(), FmpSearchProvider(), FinnhubSymbolLookupProvider()]','return [OpenFigiLookupProvider(), FmpSearchProvider(), FinnhubSymbolLookupProvider(), TwelveDataLookupProvider(), MassiveLookupProvider()]')
old='''        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY; optionaler Fallback", "VTI", "etf"),
        ("EODHD", None, None, "EODHD_API_KEY; für MVP nicht priorisiert", "", ""),
        ("Manuelle Anlage", None, "aktiv", "Immer verfügbar, auditierbar.", "", ""),'''
new='''        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY; optionaler Fallback", "VTI", "etf"),
        ("Twelve Data", TwelveDataLookupProvider, None, "TWELVEDATA_API_KEY; Aktien/ETF/FX-Fallback", "VTI", "etf"),
        ("Massive", MassiveLookupProvider, None, "MASSIVE_API_KEY; US-Reference/Preis-Fallback", "VTI", "etf"),
        ("EODHD", None, None, "EODHD_API_KEY; Low-volume fallback, nicht für Bulk verwenden.", "", ""),
        ("Alpha Vantage", None, None, "ALPHA_VANTAGE_API_KEY; optionaler Low-volume-Fallback", "", ""),
        ("Frankfurter FX", None, "aktiv", "kein Key nötig; primärer FX-Provider", "", ""),
        ("Stooq", None, "verfügbar", "kein Key nötig; optionaler EOD-Fallback", "", ""),
        ("Manuelle Anlage", None, "aktiv", "Immer verfügbar, auditierbar.", "", ""),'''
s=s.replace(old,new)
old2='''        if label == "EODHD":
            has_key = bool(_runtime_secret_value(("EODHD_API_KEY", "JARVIS_EODHD_API_KEY")))
            status = "optional / Key geladen" if has_key else "optional / API-Key fehlt"
            rows.append({"Provider": label, "Status": status, "Kategorie": "key_loaded" if has_key else "key_missing", "Letzter Test": "nicht ausgeführt", "Hinweis": hint})
            continue'''
new2='''        if label == "EODHD":
            has_key = bool(_runtime_secret_value(("EODHD_API_KEY", "JARVIS_EODHD_API_KEY")))
            status = "vorhanden, Low-volume" if has_key else "optional / API-Key fehlt"
            rows.append({"Provider": label, "Status": status, "Kategorie": "key_loaded" if has_key else "key_missing", "Letzter Test": "nicht ausgeführt", "Hinweis": hint})
            continue
        if label == "Alpha Vantage":
            has_key = bool(_runtime_secret_value(("ALPHA_VANTAGE_API_KEY", "JARVIS_ALPHA_VANTAGE_API_KEY")))
            status = "optional / Key geladen" if has_key else "optional / API-Key fehlt"
            rows.append({"Provider": label, "Status": status, "Kategorie": "key_loaded" if has_key else "key_missing", "Letzter Test": "nicht ausgeführt", "Hinweis": hint})
            continue'''
s=s.replace(old2,new2)
p.write_text(s)


Explanation:
**Improving profile search**

I’m thinking about enhancing the Finnhub profile search by possibly adding a profile and quote feature. The current catalog search seems adequate, but I'm considering if incorporating a price preview could be beneficial. Right now, the search results lack a price display, which might be helpful. So, it could be worthwhile to enrich the results with a profile, and I’m wondering if a patch might be necessary to implement these enhancements.

patch

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        payload = self._request(query)
        rows = payload.get("result", []) if isinstance(payload, dict) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("symbol") or "").strip().upper()
            description = str(item.get("description") or symbol or query).strip()
            if not symbol:
                continue
            inferred_class = asset_class or ("etf" if "etf" in description.lower() else "stock")
            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"))
        return results

    def _get_profile(self, symbol: str) -> dict[str, object]:
        if not self.api_key or not symbol:
            return {}
        try:
            payload = self._get_json("https://finnhub.io/api/v1/stock/profile2?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))
        except LookupUnavailable:
            return {}
        return payload if isinstance(payload, dict) else {}

    def _get_quote(self, symbol: str) -> dict[str, object]:
        if not self.api_key or not symbol:
            return {}
        try:
            payload = self._get_json("https://finnhub.io/api/v1/quote?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))
        except LookupUnavailable:
            return {}
        return payload if isinstance(payload, dict) else {}

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        payload = self._request(query)
        rows = payload.get("result", []) if isinstance(payload, dict) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("symbol") or "").strip().upper()
            description = str(item.get("description") or symbol or query).strip()
            if not symbol:
                continue
            profile = self._get_profile(symbol)
            quote = self._get_quote(symbol)
            inferred_class = asset_class or ("etf" if "etf" in description.lower() else "stock")
            price = quote.get("c") or quote.get("pc")
            last_price = str(price).strip() if price not in {None, "", 0, "0"} else None
            results.append(CatalogSearchResult(None, inferred_class, description, ticker=symbol.split(".")[0], exchange=str(profile.get("exchange") or "").strip().upper() or None, trading_currency=str(profile.get("currency") or "").strip().upper() or None, provider="finnhub", provider_symbol=symbol, country=str(profile.get("country") or "").strip().upper() or None, confidence="medium" if profile else "low", source="finnhub", evidence_note="Finnhub symbol/profile/quote lookup; manual selection required", last_price=last_price, price_currency=str(profile.get("currency") or "USD").upper() if last_price else None, price_date=utc_now()[:10] if last_price else None, price_source="finnhub quote" if last_price else None))
        return results


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -269,6 +269,24 @@
         url = "https://finnhub.io/api/v1/search?" + parse.urlencode({"q": query, "token": self.api_key})
         return self._get_json(url)

+    def _get_profile(self, symbol: str) -> dict[str, object]:
+        if not self.api_key or not symbol:
+            return {}
+        try:
+            payload = self._get_json("https://finnhub.io/api/v1/stock/profile2?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))
+        except LookupUnavailable:
+            return {}
+        return payload if isinstance(payload, dict) else {}
+
+    def _get_quote(self, symbol: str) -> dict[str, object]:
+        if not self.api_key or not symbol:
+            return {}
+        try:
+            payload = self._get_json("https://finnhub.io/api/v1/quote?" + parse.urlencode({"symbol": symbol, "token": self.api_key}))
+        except LookupUnavailable:
+            return {}
+        return payload if isinstance(payload, dict) else {}
+
     def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
         payload = self._request(query)
         rows = payload.get("result", []) if isinstance(payload, dict) else []
@@ -280,8 +298,12 @@
             description = str(item.get("description") or symbol or query).strip()
             if not symbol:
                 continue
+            profile = self._get_profile(symbol)
+            quote = self._get_quote(symbol)
             inferred_class = asset_class or ("etf" if "etf" in description.lower() else "stock")
-            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"))
+            price = quote.get("c") or quote.get("pc")
+            last_price = str(price).strip() if price not in {None, "", 0, "0"} else None
+            results.append(CatalogSearchResult(None, inferred_class, description, ticker=symbol.split(".")[0], exchange=str(profile.get("exchange") or "").strip().upper() or None, trading_currency=str(profile.get("currency") or "").strip().upper() or None, provider="finnhub", provider_symbol=symbol, country=str(profile.get("country") or "").strip().upper() or None, confidence="medium" if profile else "low", source="finnhub", evidence_note="Finnhub symbol/profile/quote lookup; manual selection required", last_price=last_price, price_currency=str(profile.get("currency") or "USD").upper() if last_price else None, price_date=utc_now()[:10] if last_price else None, price_source="finnhub quote" if last_price else None))
         return results

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py was modified since you last read it on disk (external edit or unrecorded writer). Re-read the file before writing.


from __future__ import annotations

import json
from decimal import Decimal, InvalidOperation
from urllib import error, parse, request

from jarvis_finance.market_data.catalog import _runtime_secret_value

class HistoricalFxUnavailable(RuntimeError):
    def __init__(self, message: str, *, status: str = "manual_override_required") -> None:
        super().__init__(message)
        self.status = status

class MockFxProvider:
    name = "mock"

    def __init__(self, rates: dict[tuple[str, str, str], Decimal | str | None], *, unavailable: set[tuple[str, str, str]] | None = None) -> None:
        self.rates = {(a.upper(), b.upper(), d): (Decimal(str(v)) if v is not None else None) for (a, b, d), v in rates.items()}
        self.unavailable = {(a.upper(), b.upper(), d) for a, b, d in (unavailable or set())}

    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:
        date = rate_date or "latest"
        key = (base_currency.upper(), quote_currency.upper(), date)
        if key in self.unavailable:
            raise HistoricalFxUnavailable("historical FX unavailable/paywalled")
        return self.rates.get(key)

class FrankfurterFxProvider:
    name = "frankfurter"

    def __init__(self, *, timeout_seconds: float = 8.0) -> None:
        self.timeout_seconds = timeout_seconds

    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:
        base = base_currency.upper(); quote = quote_currency.upper()
        if base == quote:
            return Decimal("1")
        endpoint = "latest" if not rate_date or rate_date == "latest" else rate_date
        url = f"https://api.frankfurter.app/{endpoint}?" + parse.urlencode({"from": base, "to": quote})
        try:
            req = request.Request(url, headers={"Accept": "application/json"})
            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI FX update
                payload = json.loads(response.read().decode("utf-8"))
        except error.HTTPError as exc:
            if exc.code == 429:
                raise HistoricalFxUnavailable("frankfurter_rate_limited", status="rate_limited") from exc
            raise HistoricalFxUnavailable("frankfurter_provider_error") from exc
        except error.URLError as exc:
            raise HistoricalFxUnavailable("frankfurter_network_error") from exc
        try:
            value = payload.get("rates", {}).get(quote)
            return Decimal(str(value)) if value not in {None, ""} else None
        except (InvalidOperation, ValueError, AttributeError):
            return None

class TwelveDataFxProvider:
    name = "twelvedata"

    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:
        self.api_key = api_key or _runtime_secret_value(("TWELVEDATA_API_KEY", "TWELVE_DATA_API_KEY", "JARVIS_TWELVEDATA_API_KEY", "JARVIS_TWELVE_DATA_API_KEY"))
        self.timeout_seconds = timeout_seconds

    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:
        base = base_currency.upper(); quote = quote_currency.upper()
        if base == quote:
            return Decimal("1")
        if not self.api_key:
            raise HistoricalFxUnavailable("twelvedata_api_key_missing", status="manual_override_required")
        symbol = f"{base}/{quote}"
        endpoint = "exchange_rate" if not rate_date or rate_date == "latest" else "time_series"
        params = {"symbol": symbol, "apikey": self.api_key}
        if endpoint == "time_series":
            params.update({"interval": "1day", "start_date": rate_date, "end_date": rate_date, "outputsize": "1"})
        url = "https://api.twelvedata.com/" + endpoint + "?" + parse.urlencode(params)
        try:
            req = request.Request(url, headers={"Accept": "application/json"})
            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI FX update
                payload = json.loads(response.read().decode("utf-8"))
        except error.HTTPError as exc:
            if exc.code in {401, 403}:
                raise HistoricalFxUnavailable("twelvedata_auth_failed", status="forbidden") from exc
            if exc.code == 429:
                raise HistoricalFxUnavailable("twelvedata_rate_limited", status="rate_limited") from exc
            raise HistoricalFxUnavailable("twelvedata_provider_error") from exc
        except error.URLError as exc:
            raise HistoricalFxUnavailable("twelvedata_network_error") from exc
        if isinstance(payload, dict) and str(payload.get("status") or "").lower() == "error":
            raise HistoricalFxUnavailable("twelvedata_provider_error")
        value = None
        if endpoint == "exchange_rate" and isinstance(payload, dict):
            value = payload.get("rate")
        elif isinstance(payload, dict):
            values = payload.get("values", [])
            if values and isinstance(values[0], dict):
                value = values[0].get("close")
        try:
            return Decimal(str(value)) if value not in {None, ""} else None
        except (InvalidOperation, ValueError):
            return None

def fx_provider_by_name(name: str):
    key = (name or "").lower().replace("_", "").replace("-", "")
    if key == "frankfurter":
        return FrankfurterFxProvider()
    if key in {"twelvedata", "twelvedata"}:
        return TwelveDataFxProvider()
    if key == "mock":
        return MockFxProvider({})
    raise ValueError("unknown fx provider")


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py">
ERROR [77:13] No overloads for "update" match the provided arguments [reportCallIssue] (Pyright)
ERROR [77:27] Argument of type "dict[str, str | None]" cannot be assigned to parameter "m" of type "Iterable[tuple[str, str]]" in function "update"
  "Literal['interval']" is not assignable to "tuple[str, str]"
  "Literal['start_date']" is not assignable to "tuple[str, str]"
  "Literal['end_date']" is not assignable to "tuple[str, str]"
  "Literal['outputsize']" is not assignable to "tuple[str, str]" [reportArgumentType] (Pyright)
</diagnostics>


params: dict[str, str] = {"symbol": symbol, "apikey": self.api_key}

params = {"symbol": symbol, "apikey": self.api_key}


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py
@@ -72,7 +72,7 @@
             raise HistoricalFxUnavailable("twelvedata_api_key_missing", status="manual_override_required")
         symbol = f"{base}/{quote}"
         endpoint = "exchange_rate" if not rate_date or rate_date == "latest" else "time_series"
-        params = {"symbol": symbol, "apikey": self.api_key}
+        params: dict[str, str] = {"symbol": symbol, "apikey": self.api_key}
         if endpoint == "time_series":
             params.update({"interval": "1day", "start_date": rate_date, "end_date": rate_date, "outputsize": "1"})
         url = "https://api.twelvedata.com/" + endpoint + "?" + parse.urlencode(params)


from jarvis_finance.fx.providers import FrankfurterFxProvider, MockFxProvider, TwelveDataFxProvider, fx_provider_by_name

from jarvis_finance.fx.providers import MockFxProvider


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -5,7 +5,7 @@
 from pathlib import Path

 from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings
-from jarvis_finance.fx.providers import MockFxProvider
+from jarvis_finance.fx.providers import FrankfurterFxProvider, MockFxProvider, TwelveDataFxProvider, fx_provider_by_name
 from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates
 from jarvis_finance.imports.instrument_candidates import qwen_resolve_staged_candidates, stage_docx_candidates
 from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices


from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, equity_price_provider_by_name, refresh_market_prices

from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -11,7 +11,7 @@
 from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices
 from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings
 from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments
-from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices
+from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, equity_price_provider_by_name, refresh_market_prices
 from jarvis_finance.quality.data_quality import check_crypto_data_quality
 from jarvis_finance.quality.git_safety import assert_safe, scan_path
 from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py">
ERROR [14:96] "equity_price_provider_by_name" is unknown import symbol [reportAttributeAccessIssue] (Pyright)
</diagnostics>


Explanation:
**Troubleshooting Pyright**

I’m wondering if Pyright isn’t recognizing something due to a syntax issue. It’s possible I need to revisit the code to check for any small errors that might affect the functionality. Could it be something related to how I'm using the command-line arguments? I’ll need to keep that in mind as I look into it further. Alright, time to dig deeper into the code and see what’s going on with Pyright!

    fx.add_argument("--provider", choices=["frankfurter", "twelvedata", "mock"], default="frankfurter")
    fx.add_argument("--mock-rate", action="append", default=[], help="Test-only BASE=RATE, e.g. USD=0.9")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -50,6 +50,7 @@
     fx.add_argument("--missing-only", action="store_true")
     fx.add_argument("--dry-run", action="store_true")
     fx.add_argument("--currency", action="append", dest="currencies")
+    fx.add_argument("--provider", choices=["frankfurter", "twelvedata", "mock"], default="frankfurter")
     fx.add_argument("--mock-rate", action="append", default=[], help="Test-only BASE=RATE, e.g. USD=0.9")
     fx.add_argument("--recheck-transactions", action="store_true")
     fx.add_argument("--source-type")


    equity_prices.add_argument("--provider", choices=["fmp", "twelvedata", "finnhub", "massive", "eodhd", "mock"], default="fmp")
    equity_prices.add_argument("--allow-low-volume", action="store_true", help="Allow explicit low-volume providers such as EODHD")
    equity_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -71,6 +71,8 @@
     equity_prices.add_argument("--limit", type=int)
     equity_prices.add_argument("--dry-run", action="store_true")
     equity_prices.add_argument("--date", dest="price_date")
+    equity_prices.add_argument("--provider", choices=["fmp", "twelvedata", "finnhub", "massive", "eodhd", "mock"], default="fmp")
+    equity_prices.add_argument("--allow-low-volume", action="store_true", help="Allow explicit low-volume providers such as EODHD")
     equity_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
     catalog = sub.add_parser("prepare-instrument-catalog")
     catalog.add_argument("--source", default="true_wealth")


            if args.mock_rate or args.provider == "mock":
                provider = MockFxProvider(mock_rates)
            elif args.provider == "twelvedata":
                provider = TwelveDataFxProvider()
            else:
                provider = FrankfurterFxProvider()
            result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or "latest", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)

            provider = MockFxProvider(mock_rates)
            result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or "latest", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -183,7 +183,12 @@
                 base, rate = item.split("=", 1)
                 mock_rates[(base.upper(), "CHF", args.rate_date or "latest")] = Decimal(rate)
             currencies = args.currencies or sorted({r["currency_original"] for r in conn.execute("SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL").fetchall()})
-            provider = MockFxProvider(mock_rates)
+            if args.mock_rate or args.provider == "mock":
+                provider = MockFxProvider(mock_rates)
+            elif args.provider == "twelvedata":
+                provider = TwelveDataFxProvider()
+            else:
+                provider = FrankfurterFxProvider()
             result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or "latest", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)
             print(
                 "FX_RATE_UPDATE "

LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py">
ERROR [187:43] Argument of type "dict[tuple[str, str, str], Decimal | None]" cannot be assigned to parameter "rates" of type "dict[tuple[str, str, str], Decimal | str | None]" in function "__init__"
  "dict[tuple[str, str, str], Decimal | None]" is not assignable to "dict[tuple[str, str, str], Decimal | str | None]"
    Type parameter "_VT@dict" is invariant, but "Decimal | None" is not the same as "Decimal | str | None"
    Consider switching from "dict" to "Mapping" which is covariant in the value type [reportArgumentType] (Pyright)
</diagnostics>


            if args.command == "update-market-prices":
                provider = MockEquityPriceProvider(prices)
            elif prices or args.provider == "mock":
                provider = MockEquityPriceProvider(prices)
            elif args.provider == "eodhd" and not args.allow_low_volume:
                parser.error("EODHD is low-volume; pass --provider eodhd --allow-low-volume explicitly")
            else:
                provider = equity_price_provider_by_name(args.provider)
            asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]

            provider = MockEquityPriceProvider(prices) if prices or args.command == "update-market-prices" else FmpEquityPriceProvider()
            asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -209,7 +209,14 @@
             for item in args.mock_price:
                 symbol, price = item.split("=", 1)
                 prices[symbol.upper()] = Decimal(price)
-            provider = MockEquityPriceProvider(prices) if prices or args.command == "update-market-prices" else FmpEquityPriceProvider()
+            if args.command == "update-market-prices":
+                provider = MockEquityPriceProvider(prices)
+            elif prices or args.provider == "mock":
+                provider = MockEquityPriceProvider(prices)
+            elif args.provider == "eodhd" and not args.allow_low_volume:
+                parser.error("EODHD is low-volume; pass --provider eodhd --allow-low-volume explicitly")
+            else:
+                provider = equity_price_provider_by_name(args.provider)
             asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]
             totals = []
             exit_code = 0


Explanation:
**Considering test setup**

I’m thinking I might need to import the lsp. It’s important, right? I should also look into creating some tests. I want to inspect the test file to see if I can append tests there. It’s a bit tricky to figure out whether to use existing fixtures or not. That could save time, but I need to confirm if they suit my needs. Let's make sure I get this right!


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|
     5|import pytest
     6|
     7|from jarvis_finance.equity.manage import (
     8|    add_equity_initial_snapshot,
     9|    add_equity_transaction,
    10|    add_manual_position_from_catalog,
    11|    create_manual_catalog_entry,
    12|    get_equity_management_options,
    13|    search_instrument_candidates,
    14|)
    15|from jarvis_finance.ledger.positions import calculate_positions
    16|from jarvis_finance.market_data.catalog import CatalogSearchResult, instrument_provider_statuses
    17|from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices, store_market_price
    18|from jarvis_finance.storage.database import connect_memory
    19|from jarvis_finance.storage.migrations import apply_migrations
    20|
    21|
    22|def setup_conn():
    23|    conn = connect_memory()
    24|    apply_migrations(conn)
    25|    return conn
    26|
    27|
    28|def seed_account(conn, platform_name: str = "Synthetic PostFinance") -> str:
    29|    platform_id = f"platform-{platform_name.lower().replace(' ', '-')}"
    30|    account_id = f"account-{platform_name.lower().replace(' ', '-')}"
    31|    conn.execute(
    32|        "INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES (?, ?, 'broker', 'CH', 'CHF', '2026-01-01')",
    33|        (platform_id, platform_name),
    34|    )
    35|    conn.execute(
    36|        "INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES (?, ?, 'Synthetic Depot', 'brokerage', 'CHF', '2026-01-01')",
    37|        (account_id, platform_id),
    38|    )
    39|    conn.commit()
    40|    return account_id
    41|
    42|
    43|def audit_count(conn, action: str) -> int:
    44|    return conn.execute("SELECT COUNT(*) AS c FROM audit_log WHERE action=?", (action,)).fetchone()["c"]
    45|
    46|
    47|def test_add_stock_initial_snapshot_creates_instrument_transaction_and_audit() -> None:
    48|    conn = setup_conn()
    49|    account_id = seed_account(conn)
    50|
    51|    result = add_equity_initial_snapshot(
    52|        conn,
    53|        account_id=account_id,
    54|        asset_class="stock",
    55|        name="Synthetic Nestle",
    56|        isin="CH0038863350",
    57|        ticker="NESN",
    58|        exchange="SIX",
    59|        currency="CHF",
    60|        quantity_text="3.5",
    61|        cost_basis_original_text="350.00",
    62|        snapshot_date="2025-12-31",
    63|        category="Core",
    64|        note="synthetic incomplete history accepted",
    65|        confirm=True,
    66|    )
    67|
    68|    tx = conn.execute("SELECT * FROM transactions WHERE transaction_id=?", (result.transaction_id,)).fetchone()
    69|    instrument = conn.execute("SELECT * FROM instruments WHERE instrument_id=?", (result.instrument_id,)).fetchone()
    70|    assert tx["transaction_type"] == "initial_position_snapshot"
    71|    assert tx["quantity"] == "3.5"
    72|    assert tx["gross_amount_original"] == "350.00"
    73|    assert tx["fx_rate_to_chf"] == "1"
    74|    assert tx["fx_status"] == "ok"
    75|    assert instrument["isin"] == "CH0038863350"
    76|    assert instrument["asset_class"] == "stock"
    77|    assert instrument["position_category"] == "Core"
    78|    assert audit_count(conn, "equity_initial_position_snapshot") == 1
    79|    assert result.warnings == []
    80|
    81|
    82|def test_add_etf_initial_snapshot_prepares_optional_etf_fields() -> None:
    83|    conn = setup_conn()
    84|    account_id = seed_account(conn, "Synthetic True Wealth")
    85|
    86|    result = add_equity_initial_snapshot(
    87|        conn,
    88|        account_id=account_id,
    89|        asset_class="ETF",
    90|        name="Synthetic World ETF",
    91|        isin="IE00B4L5Y983",
    92|        ticker="SWLD",
    93|        exchange="LSE",
    94|        currency="USD",
    95|        quantity_text="10",
    96|        cost_basis_original_text="1000.00",
    97|        snapshot_date="2025-12-31",
    98|        category="Core",
    99|        note="synthetic ETF snapshot with known FX",
   100|        fx_rate_to_chf_text="0.91",
   101|        fx_source="synthetic fixture",
   102|        ter_text="0.20",
   103|        distribution_policy="accumulating",
   104|        index_name="MSCI World Synthetic",
   105|        fund_domicile="IE",
   106|        benchmark="Synthetic Benchmark",
   107|        confirm=True,
   108|    )
   109|
   110|    instrument = conn.execute("SELECT * FROM instruments WHERE instrument_id=?", (result.instrument_id,)).fetchone()
   111|    tx = conn.execute("SELECT * FROM transactions WHERE transaction_id=?", (result.transaction_id,)).fetchone()
   112|    assert instrument["ter"] == "0.20"
   113|    assert instrument["distribution_policy"] == "accumulating"
   114|    assert instrument["index_name"] == "MSCI World Synthetic"
   115|    assert instrument["fund_domicile"] == "IE"
   116|    assert instrument["benchmark"] == "Synthetic Benchmark"
   117|    assert tx["currency_original"] == "USD"
   118|    assert tx["fx_rate_to_chf"] == "0.91"
   119|    assert tx["gross_amount_chf"] == "910.0000"
   120|
   121|
   122|def test_usd_stock_requires_fx_or_explicit_missing_status_alert() -> None:
   123|    conn = setup_conn()
   124|    account_id = seed_account(conn, "Synthetic Raiffeisen")
   125|
   126|    result = add_equity_initial_snapshot(
   127|        conn,
   128|        account_id=account_id,
   129|        asset_class="stock",
   130|        name="Synthetic US Stock",
   131|        isin="US0378331005",
   132|        ticker="AAPL",
   133|        exchange="NASDAQ",
   134|        currency="USD",
   135|        quantity_text="2",
   136|        cost_basis_original_text="400.00",
   137|        snapshot_date="2025-12-31",
   138|        category="Opportunity",
   139|        note="synthetic missing FX accepted for review",
   140|        fx_status="missing",
   141|        confirm=True,
   142|    )
   143|
   144|    tx = conn.execute("SELECT * FROM transactions WHERE transaction_id=?", (result.transaction_id,)).fetchone()
   145|    assert tx["fx_status"] == "missing"
   146|    assert tx["gross_amount_chf"] is None
   147|    assert "missing_fx" in result.warnings
   148|    assert conn.execute("SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_fx'").fetchone()["c"] == 1
   149|
   150|
   151|def test_sell_reduces_position_and_blocks_negative() -> None:
   152|    conn = setup_conn()
   153|    account_id = seed_account(conn)
   154|    snap = add_equity_initial_snapshot(
   155|        conn,
   156|        account_id=account_id,
   157|        asset_class="stock",
   158|        name="Synthetic Sellable",
   159|        isin="CH0000000001",
   160|        ticker="SYN",
   161|        exchange="SIX",
   162|        currency="CHF",
   163|        quantity_text="5",
   164|        cost_basis_original_text="500",
   165|        snapshot_date="2025-12-31",
   166|        category="Unknown",
   167|        note="synthetic initial",
   168|        confirm=True,
   169|    )
   170|
   171|    add_equity_transaction(
   172|        conn,
   173|        account_id=account_id,
   174|        instrument_id=snap.instrument_id,
   175|        transaction_type="partial_sell",
   176|        trade_date="2026-01-10",
   177|        quantity_text="2",
   178|        gross_amount_original_text="220",
   179|        currency="CHF",
   180|        note="synthetic partial sell",
   181|

Use offset=181 to continue reading (showing 1-180 of 880 lines)


Explanation:
**Considering test organization**

I'm thinking about how to handle the test imports and whether I should keep them separate for clarity. Maybe I can create a dedicated test file like tests/unit/test_provider_integration_v2.py. I need to use monkeypatch on request.urlopen, but what if I simply subclass to override _get_json? For price providers, I can override _json_url, and for FX, I might use Mock. I feel like running a compile now could help catch any issues.

terminal

python -m compileall -q src tests && python - <<'PY'
from jarvis_finance.market_data.prices import equity_price_provider_by_name
from jarvis_finance.market_data.catalog import default_instrument_lookup_providers, instrument_provider_statuses
print([p.name for p in default_instrument_lookup_providers()])
print(type(equity_price_provider_by_name('twelvedata')).__name__)
print([r['Provider'] for r in instrument_provider_statuses(probe=False)])
PY


Output:
['openfigi', 'fmp', 'finnhub', 'twelvedata', 'massive']
TwelveDataEquityPriceProvider
['Lokale Suche', 'OpenFIGI', 'FMP', 'Finnhub', 'Twelve Data', 'Massive', 'EODHD', 'Alpha Vantage', 'Frankfurter FX', 'Stooq', 'Manuelle Anlage']


[Your active task list was preserved across context compression]
- [>] inspect. Repo-/Secret-/Provider-Code v2 inspizieren und OpenFIGI/FMP Smoke erneut prüfen (in_progress)
- [ ] providers. Finnhub, Twelve Data, Massive, EODHD/Alpha provider + Keynamen + Status integrieren (pending)
- [ ] pricefx. Equity-Preisupdate Provider-Auswahl/Priorität und FX-Update mit Frankfurter/Twelve erweitern (pending)
- [ ] ui. Providerstatus/Wizard ohne Live-Render-Calls prüfen/anpassen (pending)
- [ ] tests. Mock-Tests und echte aggregierte Smoke-Tests ergänzen/ausführen (pending)
- [ ] verify. Compile, pytest, Git-Safety, diff-check, status (pending)
- [ ] commitpush. Commit und Push (pending)


Explanation:
**Evaluating next steps**

I need to continue and inspect the current state. It's important to use the right tools here. We’ve loaded the necessary skills, so that’s good! I might need to run a git diff to see the differences and understand what changes have been made. Figuring this out will help clarify things moving forward, ensuring I'm taking the most effective steps. Let's keep going!

git diff -- src/jarvis_finance/market_data/prices.py src/jarvis_finance/market_data/catalog.py src/jarvis_finance/fx/providers.py src/jarvis_finance/cli/main.py | sed -n '1,260p'