Output:
diff --git a/src/jarvis_finance/dashboard/data.py b/src/jarvis_finance/dashboard/data.py
index 6a83ce4..ee70c43 100644
--- a/src/jarvis_finance/dashboard/data.py
+++ b/src/jarvis_finance/dashboard/data.py
@@ -557,9 +557,17 @@ def get_positions(conn: Connection) -> list[dict[str, str]]:
         row = conn.execute(
             """
             SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency,
-                   i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status
+                   i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status,
+                   mp.close AS latest_price, mp.currency AS latest_price_currency, mp.price_date AS latest_price_date,
+                   mp.provider AS latest_price_provider
             FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id
-            JOIN instruments i ON i.instrument_id=? WHERE a.account_id=?
+            JOIN instruments i ON i.instrument_id=?
+            LEFT JOIN market_prices mp ON mp.market_price_id = (
+                SELECT market_price_id FROM market_prices
+                WHERE instrument_id=i.instrument_id AND quality_status IN ('fresh','ok')
+                ORDER BY price_date DESC, created_at DESC LIMIT 1
+            )
+            WHERE a.account_id=?
             """,
             (instrument_id, account_id),
         ).fetchone()
@@ -572,6 +580,10 @@ def get_positions(conn: Connection) -> list[dict[str, str]]:
             "isin": row["isin"] if row else "",
             "quantity": dec_text(pos.quantity),
             "cost_basis_chf": dec_text(pos.cost_basis_chf, "0.01"),
+            "market_price_original": dec_text(pos.market_price_original, "0.01") if pos.market_price_original is not None else "",
+            "price_currency": row["latest_price_currency"] if row else "",
+            "price_date": date_text(row["latest_price_date"] if row else ""),
+            "price_provider": row["latest_price_provider"] if row else "",
             "market_value_chf": dec_text(pos.market_value_chf, "0.01") if pos.market_value_chf is not None else "",
             "price_status": "ok" if pos.market_price_original is not None else "missing_market_price",
             "provider_symbol_status": "mapped" if conn.execute("SELECT 1 FROM instrument_price_mappings WHERE instrument_id=? AND mapping_status IN ('mapped','confirmed','user_confirmed') AND provider_symbol IS NOT NULL LIMIT 1", (instrument_id,)).fetchone() else "missing_provider_symbol",
@@ -599,8 +611,12 @@ def get_portfolio_positions_user(conn: Connection) -> list[dict[str, str]]:
         rows.append({
             "name": row.get("name", ""),
             "ticker": row.get("ticker", ""),
+            "isin": row.get("isin", ""),
             "depot": row.get("account_name", ""),
+            "assettyp": "ETF" if row.get("asset_class", "").lower() == "etf" else "Aktie",
             "menge": row.get("quantity", ""),
+            "kurs": row.get("market_price_original") or "Preis noch nicht verfügbar",
+            "kurswaehrung": row.get("price_currency", ""),
             "marktwert_chf": chf_text(row.get("market_value_chf")) if row.get("market_value_chf") else "nicht bewertet",
             "einstand_chf": chf_text(row.get("cost_basis_chf")) if row.get("cost_basis_chf") else "unvollständig",
             "p_l_chf": chf_text(row.get("total_return_chf")) if row.get("total_return_chf") else "nicht berechenbar",
diff --git a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
index b8cfd25..f69a9f1 100644
--- a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
+++ b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
@@ -18,7 +18,7 @@ def _position_status(row: dict) -> str:
     problems = []
     if not row.get("market_value_chf"):
         problems.append("ohne Preis")
-    if not row.get("total_cost_chf") and not row.get("total_return_chf"):
+    if not row.get("cost_basis_chf") and not row.get("total_return_chf"):
         problems.append("Einstand unvollständig")
     if row.get("provider_symbol_status") not in {"mapped", "", None}:
         problems.append("Mapping prüfen")
@@ -65,7 +65,10 @@ def render(st, conn) -> None:
                 "Ticker": r.get("ticker", ""),
                 "ISIN": r.get("isin", ""),
                 "Depot": r.get("account_name", ""),
+                "Assettyp": "ETF" if str(r.get("asset_class", "")).lower() == "etf" else "Aktie",
                 "Menge": r.get("quantity", ""),
+                "Kurs": r.get("market_price_original") or "Preis noch nicht verfügbar",
+                "Kurswährung": r.get("price_currency") or "",
                 "Marktwert CHF": _safe_market_value(r),
                 "Status": _position_status(r),
                 "Aktionen": "Details verfügbar; Kaufen/Verkaufen/Dividende/Korrigieren/Verlauf in Vorbereitung",
diff --git a/src/jarvis_finance/dashboard/views/page_17_position_add.py b/src/jarvis_finance/dashboard/views/page_17_position_add.py
index 27f22f9..2c8665c 100644
--- a/src/jarvis_finance/dashboard/views/page_17_position_add.py
+++ b/src/jarvis_finance/dashboard/views/page_17_position_add.py
@@ -74,8 +74,8 @@ def _quality_warnings(*, selected: dict | None, quantity: str, account_label: st
         warnings.append("Menge fehlt")
     if not str(cost_basis or "").strip():
         warnings.append("cost_basis_uncertain: Einstand/Cost Basis fehlt; Performance bleibt unvollständig")
-    if currency in {"USD", "EUR"} and not str(fx_rate or "").strip() and fx_status not in {"missing", "manual_override_required"}:
-        warnings.append("FX fehlt: Fremdwährung braucht FX-Kurs oder Status 'missing'")
+    if currency in {"USD", "EUR"} and not str(fx_rate or "").strip() and fx_status not in {"ok", "missing", "manual_override_required"}:
+        warnings.append("FX fehlt: Fremdwährung braucht Auto-FX, manuellen FX-Kurs oder bewusst unvollständige Bewertung")
     if transaction_type in {"Manuelle Korrektur"} and not str(note or "").strip():
         warnings.append("Notiz fehlt für manuelle Korrektur")
     if selected and selected.get("trust_status") in {"Unsicher", "Manuell prüfen"}:
@@ -238,9 +238,27 @@ def render(st, conn) -> None:
     currency = st.selectbox("Originalwährung", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key="position_add_pos_currency")
     cost_basis = st.text_input("Einstand / Cost Basis optional", key="position_add_cost_basis")
     fees = st.text_input("Gebühren optional", key="position_add_fees")
-    fx_status = st.selectbox("FX-Status", ["not_needed", "ok", "missing", "manual_override", "manual_override_required"], key="position_add_fx_status")
-    fx_rate = st.text_input("FX-Kurs zu CHF optional", key="position_add_fx_rate")
-    fx_source = st.text_input("FX-Quelle optional", key="position_add_fx_source")
+    fx_status = "not_needed" if currency == "CHF" else "ok"
+    fx_rate = ""
+    fx_source = ""
+    fx_label = "Nicht nötig — CHF" if currency == "CHF" else "Automatisch aus Cache/Provider holen"
+    if currency == "CHF":
+        st.caption("FX: Nicht nötig — CHF wird direkt mit Kurs 1 gespeichert.")
+    else:
+        st.caption("FX: Zuerst lokaler Cache, dann Frankfurter, danach Twelve Data falls ein Key vorhanden ist. Keine Live-Abfrage beim Seitenladen — erst beim Speichern.")
+        fx_handling = st.radio(
+            "FX-Behandlung",
+            ["Automatisch aus Cache/Provider holen", "FX manuell eingeben", "Ohne FX speichern – Bewertung unvollständig"],
+            key="position_add_fx_handling",
+        )
+        fx_label = fx_handling
+        if fx_handling == "FX manuell eingeben":
+            fx_status = "manual_override"
+            fx_rate = st.text_input("Manueller FX-Kurs zu CHF", key="position_add_fx_rate")
+            fx_source = st.text_input("Quelle/Notiz für manuellen FX-Kurs", key="position_add_fx_source")
+        elif fx_handling == "Ohne FX speichern – Bewertung unvollständig":
+            fx_status = "missing"
+            st.warning("Die Position wird gespeichert, aber die CHF-Bewertung bleibt unvollständig bis ein FX-Kurs nachgetragen wird.")
     category = st.selectbox("Kategorie", ["Core", "Opportunity", "Unknown"], key="position_add_category")
     note = st.text_area("Notiz — Pflicht bei manueller Korrektur oder unvollständiger Historie", key="position_add_note")

@@ -259,7 +277,7 @@ def render(st, conn) -> None:
         "Kategorie": category,
         "Cost Basis": "erfasst" if cost_basis else "fehlt/ungewiss",
         "Gebühren": "notiert" if fees else "keine/fehlt",
-        "FX": fx_status,
+        "FX": fx_label,
         "Datenqualitätswarnungen": "; ".join(missing) if missing else "keine",
     }
     st.write(review)
diff --git a/src/jarvis_finance/equity/manage.py b/src/jarvis_finance/equity/manage.py
index 3e644b1..0d7cd2e 100644
--- a/src/jarvis_finance/equity/manage.py
+++ b/src/jarvis_finance/equity/manage.py
@@ -174,23 +174,25 @@ def _fx_values(conn: Connection, *, currency: str, gross: Decimal, fee: Decimal,
     warnings: list[str] = []
     if currency == "CHF":
         fx = Decimal("1")
-        status = "ok"
-        source = fx_source or "CHF base currency"
+        status = "not_needed"
+        source = fx_source or "not_needed"
     else:
         status = str(fx_status or "").strip().lower()
         if fx_rate_text:
             fx = parse_decimal_text(fx_rate_text, field_name="fx_rate_to_chf")
             if fx <= 0:
                 raise ValueError("fx_rate_to_chf must be > 0")
-            status = "ok"
-            source = fx_source or "manual"
+            status = "manual_override" if status == "manual_override" else "ok"
+            source = fx_source or ("manual_override" if status == "manual_override" else "manual")
         else:
-            from jarvis_finance.fx.rates import get_fx_rate_to_chf
-            fx = get_fx_rate_to_chf(conn, base_currency=currency, rate_date=rate_date, resolve_fixed=True)
+            from jarvis_finance.fx.rates import resolve_fx_rate_to_chf
+            resolved = resolve_fx_rate_to_chf(conn, base_currency=currency, rate_date=rate_date, resolve_fixed=True)
+            fx = resolved.rate
             if fx is not None:
                 status = "ok"
-                source = fx_source or "cached_fx_rate"
+                source = fx_source or resolved.source
             elif status in {"missing", "manual_override_required"}:
+                status = "missing"
                 source = fx_source or status
                 warnings.append("missing_fx")
                 create_alert(
@@ -205,7 +207,7 @@ def _fx_values(conn: Connection, *, currency: str, gross: Decimal, fee: Decimal,
                     fingerprint="missing_fx",
                 )
             else:
-                raise ValueError("FX rate is required for foreign currency unless cached FX exists or fx_status=missing/manual_override_required")
+                raise ValueError("FX rate is required for foreign currency unless automatic FX succeeds or the user confirms saving as missing")
     if fx is None:
         return status or "missing", None, source, None, None, warnings
     gross_chf = gross * fx
diff --git a/src/jarvis_finance/fx/rates.py b/src/jarvis_finance/fx/rates.py
index e1fd190..f039e6a 100644
--- a/src/jarvis_finance/fx/rates.py
+++ b/src/jarvis_finance/fx/rates.py
@@ -38,6 +38,17 @@ class FxRecheckResult:
     dry_run: bool = False

+@dataclass(frozen=True)
+class FxResolutionResult:
+    base_currency: str
+    quote_currency: str = "CHF"
+    rate: Decimal | None = None
+    source: str = "missing"
+    status: str = "missing"
+    rate_date: str | None = None
+    warning: str | None = None
+
+
 def _resolve_alerts(conn: Connection, *, rule_id: str, entity_ids: Sequence[str] | None = None) -> int:
     now = utc_now()
     params: list[object] = [rule_id]
@@ -256,6 +267,61 @@ def get_fx_rate_to_chf(conn: Connection, *, base_currency: str, rate_date: str |
     return Decimal(str(row["rate"]))

+def resolve_fx_rate_to_chf(
+    conn: Connection,
+    *,
+    base_currency: str,
+    rate_date: str | None = None,
+    providers: Sequence[FxProvider] | None = None,
+    persist: bool = True,
+    resolve_fixed: bool = True,
+) -> FxResolutionResult:
+    """Resolve FX to CHF for explicit user actions: local cache first, then providers.
+
+    Dashboard rendering must not call this. It is used by save/refresh buttons and CLI-style flows.
+    """
+    base = base_currency.upper()
+    effective_date = rate_date or utc_now()[:10]
+    if base == "CHF":
+        return FxResolutionResult(base_currency=base, rate=Decimal("1"), source="not_needed", status="not_needed", rate_date=effective_date)
+    row = latest_fx_rate(conn, base_currency=base, quote_currency="CHF", rate_date=effective_date)
+    if row is not None and row["rate"] not in {None, ""}:
+        if resolve_fixed:
+            _resolve_alerts(conn, rule_id="missing_fx", entity_ids=_transaction_instruments_for_currency(conn, base))
+            conn.commit()
+        return FxResolutionResult(base_currency=base, rate=Decimal(str(row["rate"])), source=f"cache:{row['provider']}", status="ok", rate_date=row["rate_date"])
+
+    if providers is None:
+        from jarvis_finance.fx.providers import FrankfurterFxProvider, TwelveDataFxProvider
+        providers = [FrankfurterFxProvider(), TwelveDataFxProvider()]
+    last_warning: str | None = None
+    for provider in providers:
+        try:
+            rate = provider.get_rate(base, "CHF", effective_date)
+        except Exception as exc:
+            last_warning = str(exc)
+            continue
+        if rate is None or rate <= 0:
+            last_warning = f"{getattr(provider, 'name', 'unknown')}:missing"
+            continue
+        if persist:
+            upsert_fx_rate(
+                conn,
+                base_currency=base,
+                quote_currency="CHF",
+                rate_date=effective_date,
+                rate=rate,
+                provider=getattr(provider, "name", "provider"),
+                rate_type="close",
+                quality_status="fresh",
+            )
+            if resolve_fixed:
+                _resolve_alerts(conn, rule_id="missing_fx", entity_ids=_transaction_instruments_for_currency(conn, base))
+            conn.commit()
+        return FxResolutionResult(base_currency=base, rate=rate, source=getattr(provider, "name", "provider"), status="ok", rate_date=effective_date)
+    return FxResolutionResult(base_currency=base, rate=None, source="missing", status="missing", rate_date=effective_date, warning=last_warning)
+
+
 def update_fx_rates(
     conn: Connection,
     *,
diff --git a/tests/unit/test_dashboard_mvp_regressions.py b/tests/unit/test_dashboard_mvp_regressions.py
index 759ea25..230bd72 100644
--- a/tests/unit/test_dashboard_mvp_regressions.py


todo

Cash-Workflows, Command Center und CoinGecko-Detailcache kontrolliert korrigieren

Compile, pytest, Git-Safety, git diff --check und Status verifizieren


Ist-Zustand Dashboard/FX/Equity/Cash/CoinGecko/Tests und Runtime-Safety inspizieren

Acceptance-Regressionstests für FX-UX, Valuation, Cleanup, Interaktion, Cash, CoinGecko, Safety schreiben und RED verifizieren

FX User-Mode ohne interne Statusfelder, Auto-FX/cache/provider/manual/missing sicher implementieren

Equity/ETF Bewertung, Tabelle, Auswahl, Detail/Korrektur/Verlauf und Readonly/Edit korrekt implementieren

Runtime-Backup erstellen, alte Review/Testpositionen auditierbar identifizieren/archivieren/entfernen

Commit und Push durchführen, remote Hash verifizieren


terminal

python -m compileall -q src tests && pytest -q


Output:
........................................................................ [ 24%]
........................................................................ [ 48%]
........................................................................ [ 72%]
........................................................................ [ 96%]
............                                                             [100%]
300 passed in 17.29s


git diff --check && python scripts/git_safety_check.py && git status --short


Output: python: can't open file '/home/agent/.hermes/repos/FinanceManager/scripts/git_safety_check.py': [Errno 2] No such file or directory


     1|from __future__ import annotations
     2|
     3|import re
     4|from dataclasses import dataclass
     5|from pathlib import Path
     6|
     7|FORBIDDEN_SUFFIXES = {".db", ".sqlite", ".sqlite3", ".dump", ".parquet", ".xlsx", ".xls", ".pdf", ".docx", ".key", ".pem", ".p12", ".pfx"}
     8|FORBIDDEN_NAMES = {".env", ".env.local", "credentials.json", "token.json"}
     9|FORBIDDEN_NAME_PATTERNS = [re.compile(r"github[_-]?token", re.I), re.compile(r".*secret.*", re.I), re.compile(r".*credential.*", re.I)]
    10|FORBIDDEN_TOP_LEVEL_DIRS = {"data", "imports", "exports", "reports", "backups", "secrets", "logs", "local_runtime", "runtime", "db", "databases"}
    11|FORBIDDEN_RUNTIME_PARTS = {".pytest_cache", ".mypy_cache", ".ruff_cache"}
    12|SECRET_PATTERNS = [
    13|    ("github_pat", re.compile(r"github_pat_[A-Za-z0-9_]{20,}")),
    14|    ("github_ghp", re.compile(r"gh[pousr]_[A-Za-z0-9_]{20,}")),
    15|    ("private_key", re.compile(r"-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----")),
    16|    ("aws_access_key", re.compile(r"AKIA[0-9A-Z]{16}")),
    17|    ("api_key_assignment", re.compile(r"(?i)(api[_-]?key|token|secret)\s*=\s*['\"]?[A-Za-z0-9_\-]{20,}")),
    18|    ("gog_password", re.compile(r"GOG_KEYRING_PASSWORD\s*=")),
    19|]
    20|ALLOW_PREFIXES = ("examples/synthetic/", "tests/fixtures/", "config.example/")
    21|ALLOW_SECRET_MARKER_PATHS = {
    22|    "src/jarvis_finance/quality/git_safety.py",
    23|    "tests/unit/test_git_safety.py",
    24|    "tests/integration/test_dummy_data_load.py",
    25|}
    26|
    27|@dataclass(frozen=True)
    28|class SafetyFinding:
    29|    path: str
    30|    reason: str
    31|
    32|def _rel(path: Path, root: Path) -> str:
    33|    return path.relative_to(root).as_posix()
    34|
    35|def is_allowed_exception(rel: str) -> bool:
    36|    return rel.startswith(ALLOW_PREFIXES)
    37|
    38|def scan_path(root: str | Path) -> list[SafetyFinding]:
    39|    root = Path(root).resolve(); findings: list[SafetyFinding] = []
    40|    for path in root.rglob("*"):
    41|        if ".git" in path.parts or path.is_dir() or "__pycache__" in path.parts:
    42|            continue
    43|        rel = _rel(path, root); rel_parts = Path(rel).parts
    44|        if any(part in FORBIDDEN_RUNTIME_PARTS for part in rel_parts):
    45|            findings.append(SafetyFinding(rel, "runtime_cache_file_blocked")); continue
    46|        if rel_parts and rel_parts[0] in FORBIDDEN_TOP_LEVEL_DIRS and not is_allowed_exception(rel):
    47|            findings.append(SafetyFinding(rel, "runtime_or_real_data_directory_blocked"))
    48|        lower_name = path.name.lower()
    49|        if lower_name in FORBIDDEN_NAMES:
    50|            findings.append(SafetyFinding(rel, "forbidden_secret_filename"))
    51|        if any(p.search(path.name) for p in FORBIDDEN_NAME_PATTERNS):
    52|            findings.append(SafetyFinding(rel, "forbidden_secret_like_filename"))
    53|        if path.suffix.lower() in {".csv", ".json"} and not is_allowed_exception(rel):
    54|            findings.append(SafetyFinding(rel, "csv_json_only_allowed_in_examples_synthetic_or_tests_fixtures"))
    55|        if path.suffix.lower() in FORBIDDEN_SUFFIXES and not is_allowed_exception(rel):
    56|            findings.append(SafetyFinding(rel, f"forbidden_file_type:{path.suffix.lower()}"))
    57|        if rel in ALLOW_SECRET_MARKER_PATHS:
    58|            continue
    59|        try:
    60|            text = path.read_text(encoding="utf-8", errors="ignore")
    61|        except OSError:
    62|            continue
    63|        for label, pattern in SECRET_PATTERNS:
    64|            if pattern.search(text):
    65|                findings.append(SafetyFinding(rel, f"secret_pattern:{label}"))
    66|    return findings
    67|
    68|def assert_safe(root: str | Path) -> None:
    69|    findings = scan_path(root)
    70|    if findings:
    71|        details = "\n".join(f"{f.path}: {f.reason}" for f in findings)
    72|        raise ValueError(f"Git safety scan failed:\n{details}")
    73|


git diff --check && python - <<'PY'
from jarvis_finance.quality.git_safety import assert_safe
assert_safe('.')
print('GIT_SAFETY_OK')
PY
git status --short


Output:
Traceback (most recent call last):
  File "<stdin>", line 2, in <module>
  File "/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/quality/git_safety.py", line 72, in assert_safe
    raise ValueError(f"Git safety scan failed:\n{details}")
ValueError: Git safety scan failed:
.pytest_cache/CACHEDIR.TAG: runtime_cache_file_blocked
.pytest_cache/README.md: runtime_cache_file_blocked
.pytest_cache/.gitignore: runtime_cache_file_blocked
.pytest_cache/v/cache/nodeids: runtime_cache_file_blocked
.pytest_cache/v/cache/lastfailed: runtime_cache_file_blocked
 M src/jarvis_finance/dashboard/data.py
 M src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
 M src/jarvis_finance/dashboard/views/page_17_position_add.py
 M src/jarvis_finance/equity/manage.py
 M src/jarvis_finance/fx/rates.py
 M tests/unit/test_dashboard_mvp_regressions.py
 M tests/unit/test_equity_manage.py


Explanation:
**Checking git commands**

I’m wondering about an interesting command exit after running `git status`. It seems I need to remove the cache and `__pycache`, which I found during my search. I’m also thinking about ensuring git safety. I might need to use `rm -rf` to remove those caches, but I want to be careful since it’s a terminal command. It’s all about making sure I tidy up properly!

rm -rf .pytest_cache && find src tests -type d -name __pycache__ -prune -exec rm -rf {} + && git diff --check && python - <<'PY'
from jarvis_finance.quality.git_safety import assert_safe
assert_safe('.')
print('GIT_SAFETY_OK')
PY
git status --short


Output:
GIT_SAFETY_OK
 M src/jarvis_finance/dashboard/data.py
 M src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
 M src/jarvis_finance/dashboard/views/page_17_position_add.py
 M src/jarvis_finance/equity/manage.py
 M src/jarvis_finance/fx/rates.py
 M tests/unit/test_dashboard_mvp_regressions.py
 M tests/unit/test_equity_manage.py


Explanation:
**Considering git operations**

I'm thinking about whether I should run full tests after removing the pycache. It might be essential to inspect the git diff, so I’m considering using commands like `git diff --stat` or just `git diff` for output. Before making any commit, I want to ensure there’s no pycache to worry about. I should probably run a git diff summary to look everything over before pushing my changes up.


Output:
src/jarvis_finance/dashboard/data.py               | 20 ++++++-
 .../dashboard/views/page_03_equities_etfs.py       |  5 +-
 .../dashboard/views/page_17_position_add.py        | 30 ++++++++--
 src/jarvis_finance/equity/manage.py                | 18 +++---
 src/jarvis_finance/fx/rates.py                     | 66 ++++++++++++++++++++++
 tests/unit/test_dashboard_mvp_regressions.py       | 36 +++++++++++-
 tests/unit/test_equity_manage.py                   |  2 +-
 7 files changed, 158 insertions(+), 19 deletions(-)
src/jarvis_finance/dashboard/data.py
src/jarvis_finance/dashboard/views/page_03_equities_etfs.py
src/jarvis_finance/dashboard/views/page_17_position_add.py
src/jarvis_finance/equity/manage.py
src/jarvis_finance/fx/rates.py
tests/unit/test_dashboard_mvp_regressions.py
tests/unit/test_equity_manage.py


Explanation:
**Planning git operations**

I need to commit my changes, but first, I should update my todo list to verify everything is complete. Then, I can proceed with the commit in progress by adding the changes. After that, I’ll need to push it using a token, but I should check if my credentials are available for the remote. I previously used a token file, so let’s try pushing after the commit and also run `git status` to make sure everything looks good before proceeding.


git add src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/views/page_03_equities_etfs.py src/jarvis_finance/dashboard/views/page_17_position_add.py src/jarvis_finance/equity/manage.py src/jarvis_finance/fx/rates.py tests/unit/test_dashboard_mvp_regressions.py tests/unit/test_equity_manage.py && git commit -m "fix: harden MVP finance dashboard acceptance flows"


Output:
[main 725a493] fix: harden MVP finance dashboard acceptance flows
 7 files changed, 158 insertions(+), 19 deletions(-)


git push origin main && git rev-parse HEAD && git ls-remote origin refs/heads/main


Output: fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden


python - <<'PY'
from pathlib import Path
p=Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser()
print('exists', p.exists(), 'mode', oct(p.stat().st_mode % 512) if p.exists() else '')
if p.exists():
    txt=p.read_text().splitlines()
    print('lines', len(txt), 'header', txt[0].split(',') if txt else [])
PY


Output:
exists True mode 0o600
lines 2 header ['https://github.com/Gamexgit/FinanceManager.git']


set -euo pipefail
TOKEN=$(python - <<'PY'
from pathlib import Path
p=Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser()
lines=p.read_text().splitlines()
print(lines[-1].strip())
PY
)
ASKPASS=$(mktemp)
cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' "x-access-token" ;;
  *Password*) printf '%s\n' "$GITHUB_TOKEN" ;;
  *) printf '%s\n' "$GITHUB_TOKEN" ;;
esac
SH
chmod 700 "$ASKPASS"
GITHUB_TOKEN="$TOKEN" GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git push origin main
rm -f "$ASKPASS"
unset TOKEN GITHUB_TOKEN
HEAD=$(git rev-parse HEAD)
REMOTE=$(git ls-remote origin refs/heads/main | cut -f1)
printf 'HEAD=%s\nREMOTE_MAIN=%s\n' "$HEAD" "$REMOTE"


BLOCKED: Command timed out. Do NOT retry this command.


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


Output:
## main...origin/main [voraus 1]
725a493 fix: harden MVP finance dashboard acceptance flows


Explanation:
**Investigating git token issues**

I need to push differently. Maybe the token line has bad spaces? The previous CSV file could have a token only on the second line. I'm wondering if the command hung due to git credentials. A timeout with no output might indicate a network issue. I should use an HTTPS URL with the token embedded but avoid printing it out. I’ll need to ensure that any command doesn't show the token in the process list. Also, I should check the token’s length and pattern to prevent any accidental reveals.

python - <<'PY'
from pathlib import Path
p=Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser()
line=p.read_text().splitlines()[-1].strip()
print('chars', len(line), 'has_comma', ',' in line, 'prefix_type', 'github_pat' if line.startswith('github_pat_') else ('gh_token' if line.startswith(('ghp_','gho_','ghu_','ghs_','ghr_')) else 'other'))
PY


Output: chars 93 has_comma False prefix_type github_pat


Explanation:
**Considering fixes for timeouts**

Hmm, I think the previous process might have timed out because of the here-doc cat thing, which seems weird. Maybe I could push with a background method? I could try using environment variables and askpass along with printf, avoiding the timeout issue. I’m also considering utilizing tempfile through Python as a potential workaround. There’s a lot to think about here, and I want to resolve it efficiently!

python - <<'PY'
from pathlib import Path
ask=Path('/tmp/git_askpass_finance.sh')
ask.write_text('#!/bin/sh\ncase "$1" in\n  *Username*) printf "%s\\n" "x-access-token" ;;\n  *) printf "%s\\n" "$GITHUB_TOKEN" ;;\nesac\n')
ask.chmod(0o700)
print(str(ask))
PY
export GITHUB_TOKEN=$(python - <<'PY'
from pathlib import Path
print(Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser().read_text().splitlines()[-1].strip())
PY
)
GIT_ASKPASS=/tmp/git_askpass_finance.sh GIT_TERMINAL_PROMPT=0 timeout 90 git push origin main
code=$?
rm -f /tmp/git_askpass_finance.sh
unset GITHUB_TOKEN
exit $code


Output:
origin	https://github.com/Gamexgit/FinanceManager.git (fetch)
origin	https://github.com/Gamexgit/FinanceManager.git (push)


Explanation:
**Troubleshooting GitHub access**

I’m dealing with a command that’s not giving me any output for `gh`. It seems like I can only access remote functions. Maybe the push is hanging because the GitHub endpoint is inaccessible? To check this, I can use `curl -I https://github.com` to see if it connects. I think I should set a timeout too, so I can avoid waiting indefinitely. Let’s see what happens next!

curl -I --max-time 20 https://github.com/Gamexgit/FinanceManager.git 2>&1 | python - <<'PY'
import sys,re
text=sys.stdin.read()
text=re.sub(r'(Authorization: ).*', r'\1[REDACTED]', text)
print(text)
PY


from hermes_tools import terminal
print(terminal("python -c \"import urllib.request; import sys; urllib.request.urlopen('https://github.com', timeout=10); print('ok')\"", timeout=30, workdir="/home/agent/.hermes/repos/FinanceManager"))


Output: {'output': 'ok', 'exit_code': 0, 'error': None}


import os, subprocess, tempfile
from pathlib import Path
repo=Path('/home/agent/.hermes/repos/FinanceManager')
token_path=Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser()
token=token_path.read_text().splitlines()[-1].strip()
fd, ask_path = tempfile.mkstemp(prefix='git_askpass_', text=True)
os.close(fd)
Path(ask_path).write_text('#!/bin/sh\ncase "$1" in\n  *Username*) printf "%s\\n" "x-access-token" ;;\n  *) printf "%s\\n" "$GITHUB_TOKEN" ;;\nesac\n')
os.chmod(ask_path, 0o700)
env=os.environ.copy()
env.update({'GITHUB_TOKEN': token, 'GIT_ASKPASS': ask_path, 'GIT_TERMINAL_PROMPT': '0'})
try:
    proc=subprocess.run(['git','push','origin','main'], cwd=repo, env=env, capture_output=True, text=True, timeout=120)
    out=(proc.stdout + proc.stderr).replace(token, '[REDACTED]')
    print('push_exit', proc.returncode)
    print(out.strip())
finally:
    try: Path(ask_path).unlink()
    except FileNotFoundError: pass
    token='[REDACTED]'


Output:
push_exit 0
To https://github.com/Gamexgit/FinanceManager.git
   11ba3a0..725a493  main -> main


Explanation:
**Verifying remote hash**

I’m thinking about verifying the remote hash. Should I use `git ls-remote` through `execute_code`? I wonder if I'll need a token since it might be public. If the repository is private, I’m guessing it needs authentication. Hmm, I could go for `subprocess` with the environment token again. I'll weigh my options to make sure I get this right!

import os, subprocess, tempfile
from pathlib import Path
repo=Path('/home/agent/.hermes/repos/FinanceManager')
token=Path('~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').expanduser().read_text().splitlines()[-1].strip()
fd, ask_path = tempfile.mkstemp(prefix='git_askpass_', text=True); os.close(fd)
Path(ask_path).write_text('#!/bin/sh\ncase "$1" in\n  *Username*) printf "%s\\n" "x-access-token" ;;\n  *) printf "%s\\n" "$GITHUB_TOKEN" ;;\nesac\n')
os.chmod(ask_path,0o700)
env=os.environ.copy(); env.update({'GITHUB_TOKEN': token, 'GIT_ASKPASS': ask_path, 'GIT_TERMINAL_PROMPT':'0'})
try:
    head=subprocess.check_output(['git','rev-parse','HEAD'], cwd=repo, text=True).strip()
    remote=subprocess.check_output(['git','ls-remote','origin','refs/heads/main'], cwd=repo, env=env, text=True, timeout=60).split()[0]
    status=subprocess.check_output(['git','status','--short','--branch'], cwd=repo, text=True).strip()
    print(f'HEAD={head}')
    print(f'REMOTE_MAIN={remote}')
    print(f'MATCH={head == remote}')
    print(status)
finally:
    Path(ask_path).unlink(missing_ok=True)
    token='[REDACTED]'


Output:
HEAD=725a4939a337ec628627dcb349babb581ce56cf9
REMOTE_MAIN=725a4939a337ec628627dcb349babb581ce56cf9
MATCH=True
## main...origin/main


Erledigt, Sir. MVP Acceptance Bugfix Sprint ist abgeschlossen, committed und gepusht.

## Ergebnis

- **Inspect:** Ja — Dashboard, FX, Equity/ETF, Cash, Runtime-Safety und Tests geprüft.
- **FX-UX:** Ja — interne Statuswerte wie `ok`, `missing`, `manual_override_required`, `not_needed` werden im User Mode nicht mehr als Auswahlfeld gezeigt.
- **CHF-Positionen:** Ja — werden automatisch mit `fx_status=not_needed` und Kurs `1` gespeichert.
- **USD/EUR-Positionen:** Ja — speichern nun über Auto-FX: lokaler Cache → Provider-Auflösung. Bei Fehlschlag kann bewusst „ohne FX“ gespeichert werden.
- **`ok` ohne FX-Kurs:** Ja — bleibt verhindert; automatische FX-Auflösung muss einen Kurs liefern, sonst bewusster Missing-Flow.
- **Manueller FX:** Ja — eigener User-Flow mit Kurs und Quelle/Notiz.
- **Equity-/ETF-Tabelle:** Ja — ergänzt um Kurs, Kurswährung, Assettyp; fehlender Kurs wird als „Preis noch nicht verfügbar“ statt als `0` angezeigt.
- **Command Center / User Portfolio Data:** Ja — User-Daten enthalten nun ISIN, Assettyp, Kurs, Kurswährung und vermeiden falsche Nullwerte.
- **Cash:** Ja — bestehende Cash-Regressionen blieben grün.
- **CoinGecko:** Teilweise / offen — im bestehenden `src`/`tests`-Baum gibt es aktuell keine CoinGecko-/Crypto-Detailcache-Implementierung. Ich habe daher nichts künstlich neu gebaut, weil du explizit keinen Feature-Sprint wolltest. Das bleibt als offener Implementierungs-Gap.
- **Runtime-Cleanup:** Ja — vorher Backup erstellt, dann auditierbar bereinigt.

## Runtime-Cleanup

Backup erstellt:

```text
/home/agent/jarvis_runtime/finance-system/backups/finance-before-mvp-cleanup-20260516T114619Z.sqlite3
```

Bereinigung:

- **6** markierte Review/Test/Demo/Synthetic-Transaktionen entfernt.
- **3** orphaned Test/Review-Instrumente entfernt.
- **3** markierte Instrumente behalten, weil noch aktive Transaktionen daran hängen.
- Audit-Log-Einträge wurden geschrieben.
- Keine Werte/Rows/Secrets ausgegeben.

## Tests & Safety

Final verifiziert:

```text
python -m compileall -q src tests
pytest -q
300 passed in 17.29s
```

Git-Safety:

```text
git diff --check: OK
GIT_SAFETY_OK
```

Arbeitsbaum nach Push:

```text
## main...origin/main
```

## Commit & Push

Commit:

```text
725a4939a337ec628627dcb349babb581ce56cf9
fix: harden MVP finance dashboard acceptance flows
```

Push:

```text
origin/main = 725a4939a337ec628627dcb349babb581ce56cf9
MATCH=True
```

## Geänderte Dateien

- `src/jarvis_finance/fx/rates.py`
- `src/jarvis_finance/equity/manage.py`
- `src/jarvis_finance/dashboard/views/page_17_position_add.py`
- `src/jarvis_finance/dashboard/views/page_03_equities_etfs.py`
- `src/jarvis_finance/dashboard/data.py`
- `tests/unit/test_dashboard_mvp_regressions.py`
- `tests/unit/test_equity_manage.py`

## Offene Bugs / Gaps

- **CoinGecko/Crypto-Detailcache:** keine vorhandene Implementierung gefunden; müsste separat als kontrollierter Mini-Sprint gebaut werden.
- **Equity-Aktionen:** Tabelle zeigt Aktionen user-seitig an; tiefere Detail-/Korrektur-/Verlauf-UX ist weiter „in Vorbereitung“, soweit vorhandene MVP-Struktur reicht.
- **Push über normales Git-Credential:** direkte `git push`-Credential-Abfrage funktionierte nicht interaktiv; Push wurde sicher via Runtime-Token und temporärem `GIT_ASKPASS` durchgeführt. Token wurde nicht ausgegeben.