     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|
     5|from jarvis_finance.dashboard.components.tables import show_table
     6|from jarvis_finance.equity.manage import (
     7|    add_manual_position_from_catalog,
     8|    create_manual_catalog_entry,
     9|    ensure_standard_broker_accounts,
    10|    get_equity_management_options,
    11|    search_instrument_candidates,
    12|)
    13|from jarvis_finance.ledger.cash import apply_manual_cash_correction
    14|from jarvis_finance.market_data.catalog import instrument_provider_statuses
    15|
    16|PAGE_TITLE = "Position hinzufügen"
    17|SECRET_ENV_PATH = "~/jarvis_runtime/finance-system/secrets/.env"
    18|SUPPORTED_PROVIDER_KEYS = "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_*, MASSIVE_API_KEY/JARVIS_MASSIVE_API_KEY, EODHD_API_KEY/JARVIS_EODHD_API_KEY, ALPHA_VANTAGE_API_KEY/JARVIS_ALPHA_VANTAGE_API_KEY"
    19|
    20|
    21|def _account_label(row: dict) -> str:
    22|    return f"{row['platform_name']} · {row['account_name']} · {row['currency']}"
    23|
    24|
    25|def _selected(rows: list[dict], label: str | None, labeler) -> dict | None:
    26|    if not label:
    27|        return None
    28|    for row in rows:
    29|        if labeler(row) == label:
    30|            return row
    31|    return None
    32|
    33|
    34|def _asset_label(value: str) -> str:
    35|    return "Aktie" if value == "stock" else "ETF" if value == "etf" else value
    36|
    37|
    38|def _search_rows(results: list[dict]) -> list[dict[str, str]]:
    39|    return [
    40|        {
    41|            "Name": r.get("name", ""),
    42|            "ISIN": r.get("isin", ""),
    43|            "Ticker": r.get("ticker", ""),
    44|            "Exchange": r.get("exchange", ""),
    45|            "Währung": r.get("currency", ""),
    46|            "Assetklasse": _asset_label(r.get("asset_class", "")),
    47|            "Land": r.get("country", ""),
    48|            "Datenquelle": r.get("data_source", ""),
    49|            "Status": r.get("trust_status", r.get("mapping_status", "Manuell prüfen")),
    50|        }
    51|        for r in results
    52|    ]
    53|
    54|
    55|def _price_preview(selected: dict | None) -> str:
    56|    if not selected:
    57|        return "Preis noch nicht verfügbar"
    58|    price = selected.get("last_price")
    59|    if not price:
    60|        return "Preis noch nicht verfügbar"
    61|    currency = selected.get("price_currency") or selected.get("currency") or ""
    62|    date = selected.get("price_date") or "Datum unbekannt"
    63|    source = selected.get("price_source") or "lokale market_prices"
    64|    return f"{price} {currency} per {date} · Quelle: {source}".strip()
    65|
    66|
    67|def _quality_warnings(*, selected: dict | None, quantity: str, account_label: str | None, cost_basis: str, currency: str, fx_status: str, fx_rate: str, note: str, transaction_type: str) -> list[str]:
    68|    warnings: list[str] = []
    69|    if not selected:
    70|        warnings.append("Instrument noch nicht ausgewählt")
    71|    if not account_label:
    72|        warnings.append("Depot/Konto fehlt")
    73|    if not str(quantity or "").strip() and transaction_type not in {"Dividende / Ausschüttung"}:
    74|        warnings.append("Menge fehlt")
    75|    if not str(cost_basis or "").strip():
    76|        warnings.append("cost_basis_uncertain: Einstand/Cost Basis fehlt; Performance bleibt unvollständig")
    77|    if currency in {"USD", "EUR"} and not str(fx_rate or "").strip() and fx_status not in {"ok", "missing", "manual_override_required"}:
    78|        warnings.append("FX fehlt: Fremdwährung braucht Auto-FX, manuellen FX-Kurs oder bewusst unvollständige Bewertung")
    79|    if transaction_type in {"Manuelle Korrektur"} and not str(note or "").strip():
    80|        warnings.append("Notiz fehlt für manuelle Korrektur")
    81|    if selected and selected.get("trust_status") in {"Unsicher", "Manuell prüfen"}:
    82|        warnings.append("Treffer ist prüfpflichtig; Auswahl bewusst bestätigen")
    83|    return warnings
    84|
    85|
    86|def render(st, conn) -> None:
    87|    st.title("Position hinzufügen")
    88|    st.caption("Geführter User-Mode-Wizard für manuelle Aktien-/ETF-Erfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.")
    89|    st.info("Hauptpfad: Assetklasse wählen → lokal/online suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.")
    90|
    91|    ensure_standard_broker_accounts(conn)
    92|    options = get_equity_management_options(conn)
    93|    account_labels = [_account_label(row) for row in options["accounts"]]
    94|
    95|    st.subheader("Provider-Status")
    96|    show_table(st, instrument_provider_statuses(probe=False))
    97|    st.caption(f"API-Keys lokal ablegen unter: {SECRET_ENV_PATH}")
    98|    st.caption(f"Unterstützte Variablen: {SUPPORTED_PROVIDER_KEYS}")
    99|    st.caption("Keys werden nicht ins Repo geschrieben, nicht geloggt und nicht im Dashboard angezeigt.")
   100|
   101|    st.subheader("1. Assetklasse wählen")
   102|    asset_choice = st.selectbox("Assetklasse", ["Alle", "Aktie", "ETF", "Crypto", "Cash"], key="position_add_asset_choice")
   103|    if asset_choice == "Crypto":
   104|        st.warning("Für Crypto bitte die Crypto-/Wallet-Funktionen nutzen; dort sind Coin-Detail und auditierbare Aktionen verfügbar.")
   105|        return
   106|    if asset_choice == "Cash":
   107|        st.subheader("Cash erfassen")
   108|        st.caption("Auditierbare Cash-Buchung/Korrektur. Positive Beträge erhöhen Cash, negative Beträge reduzieren Cash.")
   109|        account_label = st.selectbox("Plattform/Depot", account_labels, key="position_add_cash_account") if account_labels else None
   110|        currency = st.selectbox("Währung", ["CHF", "EUR", "USD"], key="position_add_cash_currency")
   111|        amount = st.text_input("Betrag als Decimal-Text", key="position_add_cash_amount")
   112|        trade_date = st.date_input("Buchungsdatum", key="position_add_cash_date")
   113|        note = st.text_area("Review-Notiz", key="position_add_cash_note")
   114|        confirmed = st.checkbox("Ich bestätige diese Cash-Buchung.", key="position_add_cash_confirm")
   115|        selected_account = _selected(options["accounts"], account_label, _account_label)
   116|        if st.button("Cash speichern", key="position_add_cash_save", type="primary"):
   117|            try:
   118|                if not selected_account:
   119|                    raise ValueError("Depot/Konto ist erforderlich")
   120|                audit_id = apply_manual_cash_correction(
   121|                    conn,
   122|                    account_id=selected_account["account_id"],
   123|                    currency=currency,
   124|                    amount=Decimal(str(amount)),
   125|                    note=note if confirmed else "",
   126|                    trade_date=str(trade_date),
   127|                )
   128|                st.success(f"Cash gespeichert und auditiert: {audit_id}")
   129|            except Exception as exc:
   130|                st.error(f"Cash-Speicherung abgelehnt: {exc}")
   131|        return
   132|    asset_class = None if asset_choice == "Alle" else "stock" if asset_choice == "Aktie" else "etf"
   133|
   134|    st.subheader("2. Instrument suchen")
   135|    query = st.text_input("ISIN, Name oder Ticker", key="position_add_query")
   136|    currency_filter = st.selectbox("Währung optional", ["", "CHF", "EUR", "USD"], key="position_add_currency")
   137|    exchange_filter = st.text_input("Börse/Exchange optional", key="position_add_exchange")
   138|    country_filter = st.text_input("Land optional", key="position_add_country")
   139|    provider_filter = st.text_input("Provider optional", key="position_add_provider")
   140|    c1, c2, c3 = st.columns(3)
   141|    if c1.button("Lokal suchen", key="position_add_local_search"):
   142|        st.session_state["position_add_search_results"] = search_instrument_candidates(
   143|            conn,
   144|            query=query,
   145|            asset_class=asset_class,
   146|            exchange=exchange_filter or None,
   147|            currency=currency_filter or None,
   148|            country=country_filter or None,
   149|            provider=provider_filter or None,
   150|            include_external=False,
   151|        )
   152|        st.session_state.pop("position_add_selected_index", None)
   153|    if c2.button("Online suchen", key="position_add_online_search"):
   154|        st.session_state["position_add_search_results"] = search_instrument_candidates(
   155|            conn,
   156|            query=query,
   157|            asset_class=asset_class,
   158|            exchange=exchange_filter or None,
   159|            currency=currency_filter or None,
   160|            country=country_filter or None,
   161|            provider=provider_filter or None,
   162|            include_external=True,
   163|        )
   164|        st.session_state.pop("position_add_selected_index", None)
   165|    c3.caption("Online-Suche läuft nur bei Klick. Fehlende Keys erzeugen Hinweis, keinen Crash.")
   166|
   167|    search_state = st.session_state.get("position_add_search_results", {"results": [], "warnings": [], "selection_required": True, "provider_lookup_attempted": False})
   168|    warnings = [str(w) for w in search_state.get("warnings", [])]
   169|    if warnings:
   170|        st.warning("; ".join(warnings))
   171|    results = list(search_state.get("results", []))
   172|    if results:
   173|        for label, predicate in [
   174|            ("Lokale Treffer", lambda row: "local" in str(row.get("data_source", "")).lower()),
   175|            ("OpenFIGI Treffer", lambda row: "openfigi" in str(row.get("data_source", "")).lower()),
   176|            ("FMP Treffer", lambda row: "fmp" in str(row.get("data_source", "")).lower()),
   177|        ]:
   178|            grouped = [row for row in results if predicate(row)]
   179|            st.caption(f"{label}: {len(grouped)}")
   180|            if grouped:
   181|                show_table(st, _search_rows(grouped))
   182|        other = [row for row in results if not any(token in str(row.get("data_source", "")).lower() for token in ("local", "openfigi", "fmp"))]
   183|        if other:
   184|            st.caption(f"Weitere Treffer: {len(other)}")
   185|            show_table(st, _search_rows(other))
   186|        st.caption("Manuell anlegen: verfügbar, falls lokale/Online-Treffer nicht eindeutig passen.")
   187|    else:
   188|        show_table(st, [], empty_message="Noch keine Suche ausgeführt oder kein Treffer. Nutze 'Lokal suchen', 'Online suchen' oder 'Manuell anlegen'.")
   189|
   190|    st.subheader("3. Instrument auswählen")
   191|    selected = None
   192|    labels = [f"{i + 1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'} | {r.get('trust_status', 'Manuell prüfen')}" for i, r in enumerate(results)]
   193|    if labels:
   194|        chosen = st.selectbox("Treffer auswählen", labels, key="position_add_selected_label")
   195|        chosen_index = int(chosen.split('.', 1)[0]) - 1 if chosen else 0
   196|        if st.button("Auswählen", key="position_add_select_result"):
   197|            st.session_state["position_add_selected_index"] = chosen_index
   198|        selected_index = st.session_state.get("position_add_selected_index", chosen_index)
   199|        if 0 <= int(selected_index) < len(results):
   200|            selected = results[int(selected_index)]
   201|            st.success("Instrument ausgewählt. Ticker allein wird nie automatisch übernommen; die Auswahl bleibt bewusst.")
   202|            show_table(st, [_search_rows([selected])[0]])
   203|            st.subheader("Preisvorschau")
   204|            preview = _price_preview(selected)
   205|            if preview == "Preis noch nicht verfügbar":
   206|                st.info(preview)
   207|            else:
   208|                st.success(preview)
   209|    else:
   210|        st.info("Noch kein Instrument ausgewählt.")
   211|
   212|    with st.expander("Manuell anlegen"):
   213|        manual_name = st.text_input("Name", key="position_add_manual_name")
   214|        manual_isin = st.text_input("ISIN stark empfohlen", key="position_add_manual_isin")
   215|        manual_ticker = st.text_input("Ticker", key="position_add_manual_ticker")
   216|        manual_exchange = st.text_input("Exchange", key="position_add_manual_exchange")
   217|        manual_currency = st.selectbox("Währung", ["CHF", "EUR", "USD"], key="position_add_manual_currency")
   218|        manual_note = st.text_area("Notiz / Quelle", key="position_add_manual_note")
   219|        st.warning("Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.")
   220|        if st.button("Manuell anlegen", key="position_add_manual_save"):
   221|            try:
   222|                if not manual_isin and not manual_ticker:
   223|                    raise ValueError("ISIN oder Ticker ist erforderlich")
   224|                manual_asset_class = asset_class or "stock"
   225|                create_manual_catalog_entry(conn, asset_class=manual_asset_class, name=manual_name, currency=manual_currency, isin=manual_isin, ticker=manual_ticker, exchange=manual_exchange, note=manual_note)
   226|                st.success("Instrument lokal gespeichert. Jetzt lokal suchen und bewusst auswählen.")
   227|            except Exception as exc:
   228|                st.error(f"Manuelle Anlage abgelehnt: {exc}")
   229|
   230|    st.subheader("4. Position erfassen")
   231|    account_label = st.selectbox("Plattform/Depot", account_labels, key="position_add_account") if account_labels else None
   232|    transaction_type = st.selectbox("Transaktionstyp", ["Initial Snapshot", "Kauf", "Dividende / Ausschüttung", "Manuelle Korrektur"], key="position_add_tx_type")
   233|    tx_map = {"Initial Snapshot": "initial_snapshot", "Kauf": "buy", "Dividende / Ausschüttung": "dividend", "Manuelle Korrektur": "manual_adjustment"}
   234|    quantity = st.text_input("Menge als Decimal-Text", key="position_add_quantity")
   235|    trade_date = st.date_input("Snapshot-/Buchungsdatum", key="position_add_date")
   236|    default_currency = selected.get("currency") if selected else "CHF"
   237|    currencies = ["CHF", "EUR", "USD"]
   238|    currency = st.selectbox("Originalwährung", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key="position_add_pos_currency")
   239|    cost_basis = st.text_input("Einstand / Cost Basis optional", key="position_add_cost_basis")
   240|    fees = st.text_input("Gebühren optional", key="position_add_fees")
   241|    fx_status = "not_needed" if currency == "CHF" else "ok"
   242|    fx_rate = ""
   243|    fx_source = ""
   244|    fx_label = "Nicht nötig — CHF" if currency == "CHF" else "Automatisch aus Cache/Provider holen"
   245|    if currency == "CHF":
   246|        st.caption("FX: Nicht nötig — CHF wird direkt mit Kurs 1 gespeichert.")
   247|    else:
   248|        st.caption("FX: Zuerst lokaler Cache, dann Frankfurter, danach Twelve Data falls ein Key vorhanden ist. Keine Live-Abfrage beim Seitenladen — erst beim Speichern.")
   249|        fx_handling = st.radio(
   250|            "FX-Behandlung",
   251|            ["Automatisch aus Cache/Provider holen", "FX manuell eingeben", "Ohne FX speichern – Bewertung unvollständig"],
   252|            key="position_add_fx_handling",
   253|        )
   254|        fx_label = fx_handling
   255|        if fx_handling == "FX manuell eingeben":
   256|            fx_status = "manual_override"
   257|            fx_rate = st.text_input("Manueller FX-Kurs zu CHF", key="position_add_fx_rate")
   258|            fx_source = st.text_input("Quelle/Notiz für manuellen FX-Kurs", key="position_add_fx_source")
   259|        elif fx_handling == "Ohne FX speichern – Bewertung unvollständig":
   260|            fx_status = "missing"
   261|            st.warning("Die Position wird gespeichert, aber die CHF-Bewertung bleibt unvollständig bis ein FX-Kurs nachgetragen wird.")
   262|    category = st.selectbox("Kategorie", ["Core", "Opportunity", "Unknown"], key="position_add_category")
   263|    note = st.text_area("Notiz — Pflicht bei manueller Korrektur oder unvollständiger Historie", key="position_add_note")
   264|
   265|    st.subheader("5. Review")
   266|    missing = _quality_warnings(selected=selected, quantity=quantity, account_label=account_label, cost_basis=cost_basis, currency=currency, fx_status=fx_status, fx_rate=fx_rate, note=note, transaction_type=transaction_type)
   267|    review = {
   268|        "Was wird gespeichert?": transaction_type,
   269|        "Instrument": selected.get("name") if selected else "noch nicht ausgewählt",
   270|        "ISIN": selected.get("isin") if selected else "",
   271|        "Ticker": selected.get("ticker") if selected else "",
   272|        "Exchange": selected.get("exchange") if selected else "",
   273|        "Datenquelle": selected.get("data_source") if selected else "",
   274|        "Depot": account_label or "fehlt",
   275|        "Menge": quantity or "fehlt",
   276|        "Datum": str(trade_date),
   277|        "Kategorie": category,
   278|        "Cost Basis": "erfasst" if cost_basis else "fehlt/ungewiss",
   279|        "Gebühren": "notiert" if fees else "keine/fehlt",
   280|        "FX": fx_label,
   281|        "Datenqualitätswarnungen": "; ".join(missing) if missing else "keine",
   282|    }
   283|    st.write(review)
   284|    if missing:
   285|        st.warning("Review-Hinweise: " + "; ".join(missing))
   286|    confirmed = st.checkbox("Ich bestätige diese Buchung.", key="position_add_confirm")
   287|
   288|    st.subheader("6. Speichern")
   289|    selected_account = _selected(options["accounts"], account_label, _account_label)
   290|    if st.button("Position speichern", key="position_add_save", type="primary"):
   291|        try:
   292|            if not selected or not selected.get("catalog_entry_id"):
   293|                raise ValueError("Instrument muss vor Speicherung ausgewählt werden")
   294|            if not selected_account:
   295|                raise ValueError("Depot/Konto ist erforderlich")
   296|            final_note = note if not fees else f"{note}\nGebühren notiert: {fees}".strip()
   297|            result = add_manual_position_from_catalog(
   298|                conn,
   299|                catalog_entry_id=selected["catalog_entry_id"],
   300|                account_id=selected_account["account_id"],
   301|                position_type=tx_map[transaction_type],
   302|                quantity_text=quantity,
   303|                trade_date=str(trade_date),
   304|                currency=currency,
   305|                cost_basis_original_text=cost_basis or None,
   306|                fx_status=fx_status,
   307|                fx_rate_to_chf_text=fx_rate or None,
   308|                fx_source=fx_source or None,
   309|                note=final_note,
   310|                category=category,
   311|                confirm=bool(confirmed),
   312|            )
   313|            st.success("Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.")
   314|            st.info("Position in Aktien & ETFs anzeigen: öffne im User Mode die Seite 'Aktien & ETFs'.")
   315|            if result.warnings:
   316|                st.warning("Datenqualität: " + "; ".join(result.warnings))
   317|        except Exception as exc:
   318|            st.error(f"Speicherung abgelehnt: {exc}")
   319|


Explanation:
**Considering testing needs**

I realize I need to add tests to the current setup. However, I’m wondering if the existing tests are failing? Maybe I should run some targeted tests first to identify any issues before adding more. It's important to make sure everything is functioning correctly before I proceed; enough with assumptions! I'll take a careful approach to ensure I'm covering the right bases in my testing strategy. Let's see what I can find!

terminal

pytest -q tests/unit/test_dashboard_mvp_regressions.py tests/unit/test_dashboard_ux_sprint2.py


Output:
....F....F..                                                             [100%]
=================================== FAILURES ===================================
_________ test_command_center_price_refresh_updates_crypto_and_equity __________

monkeypatch = <_pytest.monkeypatch.MonkeyPatch object at 0x73d9948d3e10>

    def test_command_center_price_refresh_updates_crypto_and_equity(monkeypatch) -> None:
        conn, account_id, catalog_id = setup_equity_conn()
        upsert_fx_rate(conn, base_currency="USD", quote_currency="CHF", rate_date="2026-01-15", rate=Decimal("0.90"), provider="mock", rate_type="close")
        add_manual_position_from_catalog(
            conn,
            catalog_entry_id=catalog_id,
            account_id=account_id,
            position_type="initial_snapshot",
            quantity_text="1",
            trade_date="2026-01-15",
            currency="USD",
            cost_basis_original_text="100",
            note="synthetic cc position",
            confirm=True,
        )
        monkeypatch.setattr(page_00_command_center, "CoinGeckoClient", lambda **_kwargs: type("Provider", (), {"get_crypto_prices": lambda self, ids, currency='CHF': {}})())
        monkeypatch.setattr(page_00_command_center, "equity_price_provider_by_name", lambda _name: MockEquityPriceProvider({"SYNV": "42"}, currency="USD"))

        st = FakeStreamlit(button_presses={"Preise aktualisieren"})
>       page_00_command_center.render(st, conn)

tests/unit/test_dashboard_mvp_regressions.py:175:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
src/jarvis_finance/dashboard/views/page_00_command_center.py:51: in render
    hints = data.get_top_user_hints(conn, limit=3)
            ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
src/jarvis_finance/dashboard/data.py:1083: in get_top_user_hints
    for alert in get_alert_cards(conn, limit=limit):
                 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

conn = <sqlite3.Connection object at 0x73d99498f010>, limit = 3

    def get_alert_cards(conn: Connection, limit: int = 5) -> list[dict[str, str]]:
        rows = conn.execute(
            """
            SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
            FROM alerts WHERE status='active'
            ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, last_seen_at DESC, created_at DESC
            LIMIT ?
            """,
            (limit,),
        ).fetchall()
        cards = []
        for row in rows:
            affected = resolve_alert_entity_label(conn, row["entity_type"], row["entity_id"])
            cards.append({
>               "_alert_id": row["alert_id"],
                             ^^^^^^^^^^^^^^^
                "title": alert_title(row["rule_id"], row["message"], affected),
                "description": alert_description(row["rule_id"], row["message"]),
                "affected": affected,
                "severity": translate_status(row["priority"]),
                "last_seen": date_text(row["last_seen_at"]),
                "actions": "Prüfen · Ignorieren · Details",
            })
E           IndexError: No item with that key

src/jarvis_finance/dashboard/data.py:747: IndexError
___________ test_alert_cards_are_readable_and_do_not_expose_rule_ids ___________

    def test_alert_cards_are_readable_and_do_not_expose_rule_ids() -> None:
        conn = setup_demo_conn()
>       cards = dashboard_data.get_alert_cards(conn, limit=5)
                ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

tests/unit/test_dashboard_ux_sprint2.py:151:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

conn = <sqlite3.Connection object at 0x73d994764d60>, limit = 5

    def get_alert_cards(conn: Connection, limit: int = 5) -> list[dict[str, str]]:
        rows = conn.execute(
            """
            SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
            FROM alerts WHERE status='active'
            ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, last_seen_at DESC, created_at DESC
            LIMIT ?
            """,
            (limit,),
        ).fetchall()
        cards = []
        for row in rows:
            affected = resolve_alert_entity_label(conn, row["entity_type"], row["entity_id"])
            cards.append({
>               "_alert_id": row["alert_id"],
                             ^^^^^^^^^^^^^^^
                "title": alert_title(row["rule_id"], row["message"], affected),
                "description": alert_description(row["rule_id"], row["message"]),
                "affected": affected,
                "severity": translate_status(row["priority"]),
                "last_seen": date_text(row["last_seen_at"]),
                "actions": "Prüfen · Ignorieren · Details",
            })
E           IndexError: No item with that key

src/jarvis_finance/dashboard/data.py:747: IndexError
=========================== short test summary info ============================
FAILED tests/unit/test_dashboard_mvp_regressions.py::test_command_center_price_refresh_updates_crypto_and_equity
FAILED tests/unit/test_dashboard_ux_sprint2.py::test_alert_cards_are_readable_and_do_not_expose_rule_ids
2 failed, 10 passed in 0.51s


Explanation:
**Checking for updates**

I'm trying to figure out why our replacement didn't update the SELECT. Could it be due to an old string mismatch with whitespace? It seems like I might need to patch that. Also, is it really necessary to add new tests? The task mentions red tests, and now I'm considering whether I should inspect the relevant lines to ensure I've got everything sorted out correctly. It's a bit of a mess, but I’ll get to the bottom of it!


   720|    }
   721|    return descriptions.get(rule_id, message.replace("_", " ") if message else "Bitte im Review-Bereich prüfen.")
   722|
   723|
   724|def get_alert_summary_cards(conn: Connection) -> dict[str, str]:
   725|    rows = conn.execute("SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority").fetchall()
   726|    out = {"kritisch": "0", "wichtig": "0", "info": "0"}
   727|    for row in rows:
   728|        key = "kritisch" if row["priority"] == "kritisch" else ("info" if row["priority"] == "info" else "wichtig")
   729|        out[key] = str(int(out[key]) + int(row["c"] or 0))
   730|    return out
   731|
   732|
   733|def get_alert_cards(conn: Connection, limit: int = 5) -> list[dict[str, str]]:
   734|    rows = conn.execute(
   735|        """
   736|        SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
   737|        FROM alerts WHERE status='active'
   738|        ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, last_seen_at DESC, created_at DESC
   739|        LIMIT ?
   740|        """,
   741|        (limit,),
   742|    ).fetchall()
   743|    cards = []
   744|    for row in rows:
   745|        affected = resolve_alert_entity_label(conn, row["entity_type"], row["entity_id"])
   746|        cards.append({
   747|            "_alert_id": row["alert_id"],
   748|            "title": alert_title(row["rule_id"], row["message"], affected),
   749|            "description": alert_description(row["rule_id"], row["message"]),
   750|            "affected": affected,
   751|            "severity": translate_status(row["priority"]),
   752|            "last_seen": date_text(row["last_seen_at"]),
   753|            "actions": "Prüfen · Ignorieren · Details",
   754|        })
   755|    return cards
   756|
   757|
   758|def get_alerts(conn: Connection) -> list[dict[str, str]]:
   759|    return rowdicts(conn.execute(
   760|        """
   761|        SELECT priority, status, category, entity_type, entity_id, rule_id, message,
   762|               occurrence_count, last_seen_at, resolved_at, muted_until, fingerprint, dedup_key, created_at
   763|        FROM alerts
   764|        ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, status, created_at DESC
   765|        """
   766|    ).fetchall())
   767|
   768|
   769|def get_audit_events(conn: Connection, limit: int = 200) -> list[dict[str, str]]:
   770|    rows = conn.execute(
   771|        """
   772|        SELECT timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json,
   773|               confirmed, created_by, quality_status
   774|        FROM audit_log ORDER BY timestamp DESC LIMIT ?
   775|        """, (limit,)
   776|    ).fetchall()
   777|    out: list[dict[str, str]] = []
   778|    for row in rows:
   779|        item = {k: ("" if row[k] is None else str(row[k])) for k in row.keys()}
   780|        for key in ("old_values_json", "new_values_json"):
   781|            if item[key]:
   782|                try:
   783|                    item[key] = json.dumps(json.loads(item[key]), ensure_ascii=False, indent=2, sort_keys=True)
   784|                except json.JSONDecodeError:
   785|                    pass
   786|        out.append(item)
   787|    return out
   788|
   789|
   790|def get_data_quality(conn: Connection) -> list[dict[str, str]]:
   791|    items: list[dict[str, str]] = []
   792|    checks = [
   793|        ("fehlende FX", "SELECT COUNT(*) AS c FROM transactions WHERE fx_status='missing'", "kritisch"),
   794|        ("fehlende/stale FX Alerts", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_fx','stale_fx','historical_fx_unavailable','manual_override_required')", "kritisch"),
   795|        ("historical FX unavailable", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='historical_fx_unavailable'", "kritisch"),
   796|        ("manual override required", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_override_required'", "kritisch"),
   797|        ("fehlende Provider-Symbole", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'", "warnung"),
   798|        ("provider lookup unavailable", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='provider_lookup_unavailable'", "warnung"),
   799|        ("ambiguous_provider_mapping", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'", "warnung"),
   800|        ("multiple_listings_same_isin", "SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_price_mapping_candidates WHERE COALESCE(isin,'')<>'' AND review_status IN ('proposed','needs_manual_review') GROUP BY isin HAVING COUNT(DISTINCT COALESCE(candidate_exchange,'') || ':' || COALESCE(candidate_currency,''))>1)", "warnung"),
   801|        ("currency_mismatch", "SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') AND risk_flags LIKE '%currency_mismatch%'", "warnung"),
   802|        ("hedge_status_unknown", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'", "warnung"),
   803|        ("instrument_status_unknown", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'", "warnung"),
   804|        ("provider_symbol_missing", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'", "warnung"),
   805|        ("candidate_review_required", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'", "warnung"),
   806|        ("valuation_not_ready", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')", "warnung"),
   807|        ("instrument status unknown", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'", "warnung"),
   808|        ("manual FX override required", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')", "kritisch"),
   809|        ("fehlende Market Prices", "SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'", "warnung"),
   810|

Use offset=810 to continue reading (showing 720-809 of 1126 lines)


patch

        SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
        FROM alerts WHERE status='active'

        SELECT alert_id, priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
        FROM alerts WHERE status='active'


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py
@@ -733,7 +733,7 @@
 def get_alert_cards(conn: Connection, limit: int = 5) -> list[dict[str, str]]:
     rows = conn.execute(
         """
-        SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
+        SELECT alert_id, priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at
         FROM alerts WHERE status='active'
         ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, last_seen_at DESC, created_at DESC
         LIMIT ?

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


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|
     5|from jarvis_finance.dashboard import data as dashboard_data
     6|from jarvis_finance.dashboard.views import page_00_command_center, page_03_equities_etfs, page_17_position_add
     7|from jarvis_finance.equity.manage import add_manual_position_from_catalog, create_manual_catalog_entry, ensure_standard_broker_accounts
     8|from jarvis_finance.fx.rates import upsert_fx_rate
     9|from jarvis_finance.ledger.cash import calculate_cash_balances
    10|from jarvis_finance.market_data.prices import MockEquityPriceProvider, store_market_price
    11|from jarvis_finance.storage.database import connect_memory
    12|from jarvis_finance.storage.migrations import apply_migrations
    13|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn
    14|
    15|
    16|def _visible_text(st: FakeStreamlit) -> str:
    17|    parts: list[str] = []
    18|    for _name, args, kwargs in st.calls:
    19|        parts.extend(str(arg) for arg in args)
    20|        parts.extend(str(value) for value in kwargs.values())
    21|    return "\n".join(parts)
    22|
    23|
    24|def setup_equity_conn():
    25|    conn = connect_memory()
    26|    apply_migrations(conn)
    27|    ensure_standard_broker_accounts(conn)
    28|    account_id = conn.execute("SELECT account_id FROM accounts ORDER BY account_id LIMIT 1").fetchone()["account_id"]
    29|    catalog_id = create_manual_catalog_entry(
    30|        conn,
    31|        asset_class="stock",
    32|        name="Synthetic Valued AG",
    33|        currency="USD",
    34|        isin="US0000000001",
    35|        ticker="SYNV",
    36|        exchange="NASDAQ",
    37|        provider="fmp",
    38|        provider_symbol="SYNV",
    39|        note="synthetic catalog entry for MVP regression",
    40|    )
    41|    return conn, account_id, catalog_id
    42|
    43|
    44|def test_manual_position_uses_cached_historical_fx_without_manual_rate() -> None:
    45|    conn, account_id, catalog_id = setup_equity_conn()
    46|    upsert_fx_rate(conn, base_currency="USD", quote_currency="CHF", rate_date="2026-01-15", rate=Decimal("0.91"), provider="mock", rate_type="close")
    47|    conn.commit()
    48|
    49|    result = add_manual_position_from_catalog(
    50|        conn,
    51|        catalog_entry_id=catalog_id,
    52|        account_id=account_id,
    53|        position_type="initial_snapshot",
    54|        quantity_text="2",
    55|        trade_date="2026-01-15",
    56|        currency="USD",
    57|        cost_basis_original_text="100",
    58|        fx_status="ok",
    59|        note="synthetic position with cached FX",
    60|        confirm=True,
    61|    )
    62|
    63|    tx = conn.execute("SELECT fx_rate_to_chf, fx_source, fx_status, gross_amount_chf FROM transactions WHERE transaction_id=?", (result.transaction_id,)).fetchone()
    64|    assert tx["fx_rate_to_chf"] == "0.91"
    65|    assert tx["fx_source"] == "cache:mock"
    66|    assert tx["fx_status"] == "ok"
    67|    assert tx["gross_amount_chf"] == "91.0000"
    68|
    69|
    70|def test_position_add_user_mode_hides_internal_fx_status_values_for_foreign_currency() -> None:
    71|    conn, _account_id, catalog_id = setup_equity_conn()
    72|    search_result = conn.execute("SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?", (catalog_id,)).fetchone()
    73|    selected = {
    74|        "catalog_entry_id": catalog_id,
    75|        "name": search_result["name"],
    76|        "isin": search_result["isin"],
    77|        "ticker": search_result["ticker"],
    78|        "exchange": search_result["exchange"],
    79|        "currency": "USD",
    80|        "data_source": "local",
    81|        "trust_status": "Bestätigt",
    82|    }
    83|    st = FakeStreamlit(
    84|        inputs={
    85|            "position_add_asset_choice": "Aktie",
    86|            "position_add_search_results": {"results": [selected], "warnings": []},
    87|            "position_add_selected_index": 0,
    88|            "position_add_pos_currency": "USD",
    89|            "position_add_fx_handling": "Automatisch aus Cache/Provider holen",
    90|        },
    91|    )
    92|    st.session_state["position_add_search_results"] = {"results": [selected], "warnings": []}
    93|    st.session_state["position_add_selected_index"] = 0
    94|
    95|    page_17_position_add.render(st, conn)
    96|
    97|    text = _visible_text(st)
    98|    assert "FX-Status" not in text
    99|    for internal in ["not_needed", "manual_override_required", "manual_override"]:
   100|        assert internal not in text
   101|    assert "Automatisch aus Cache/Provider holen" in text
   102|
   103|
   104|def test_cash_asset_choice_renders_cash_entry_and_writes_audited_snapshot() -> None:
   105|    conn = connect_memory()
   106|    apply_migrations(conn)
   107|    ensure_standard_broker_accounts(conn)
   108|    st = FakeStreamlit(
   109|        button_presses={"Cash speichern"},
   110|        inputs={
   111|            "position_add_asset_choice": "Cash",
   112|            "position_add_cash_account": "Anderes Konto · Manual Portfolio · CHF",
   113|            "position_add_cash_currency": "CHF",
   114|            "position_add_cash_amount": "123.45",
   115|            "position_add_cash_date": "2026-01-31",
   116|            "position_add_cash_note": "synthetic cash balance",
   117|            "position_add_cash_confirm": True,
   118|        },
   119|    )
   120|
   121|    page_17_position_add.render(st, conn)
   122|
   123|    text = _visible_text(st)
   124|    assert "Cash erfassen" in text
   125|    assert "Cash gespeichert" in text
   126|    balances = calculate_cash_balances(conn)
   127|    assert any(balance.amount_original == Decimal("123.45") and balance.currency == "CHF" for balance in balances.balances.values())
   128|
   129|
   130|def test_equity_page_refreshes_valuation_from_mapped_provider(monkeypatch) -> None:
   131|    conn, account_id, catalog_id = setup_equity_conn()
   132|    upsert_fx_rate(conn, base_currency="USD", quote_currency="CHF", rate_date="2026-01-15", rate=Decimal("0.90"), provider="mock", rate_type="close")
   133|    add_manual_position_from_catalog(
   134|        conn,
   135|        catalog_entry_id=catalog_id,
   136|        account_id=account_id,
   137|        position_type="initial_snapshot",
   138|        quantity_text="2",
   139|        trade_date="2026-01-15",
   140|        currency="USD",
   141|        cost_basis_original_text="100",
   142|        note="synthetic unvalued position",
   143|        confirm=True,
   144|    )
   145|    monkeypatch.setattr(page_03_equities_etfs, "equity_price_provider_by_name", lambda _name: MockEquityPriceProvider({"SYNV": "50"}, currency="USD"))
   146|
   147|    st = FakeStreamlit(button_presses={"Bewertung aktualisieren"})
   148|    page_03_equities_etfs.render(st, conn)
   149|
   150|    text = _visible_text(st)
   151|    assert "Bewertung aktualisieren" in text
   152|    assert "Bewertung aktualisiert" in text
   153|    assert conn.execute("SELECT COUNT(*) AS c FROM market_prices WHERE close='50'").fetchone()["c"] == 1
   154|
   155|
   156|def test_command_center_price_refresh_updates_crypto_and_equity(monkeypatch) -> None:
   157|    conn, account_id, catalog_id = setup_equity_conn()
   158|    upsert_fx_rate(conn, base_currency="USD", quote_currency="CHF", rate_date="2026-01-15", rate=Decimal("0.90"), provider="mock", rate_type="close")
   159|    add_manual_position_from_catalog(
   160|        conn,
   161|        catalog_entry_id=catalog_id,
   162|        account_id=account_id,
   163|        position_type="initial_snapshot",
   164|        quantity_text="1",
   165|        trade_date="2026-01-15",
   166|        currency="USD",
   167|        cost_basis_original_text="100",
   168|        note="synthetic cc position",
   169|        confirm=True,
   170|    )
   171|    monkeypatch.setattr(page_00_command_center, "CoinGeckoClient", lambda **_kwargs: type("Provider", (), {"get_crypto_prices": lambda self, ids, currency='CHF': {}})())
   172|    monkeypatch.setattr(page_00_command_center, "equity_price_provider_by_name", lambda _name: MockEquityPriceProvider({"SYNV": "42"}, currency="USD"))
   173|
   174|    st = FakeStreamlit(button_presses={"Preise aktualisieren"})
   175|    page_00_command_center.render(st, conn)
   176|
   177|    assert "Aktien/ETF" in _visible_text(st)
   178|    assert conn.execute("SELECT COUNT(*) AS c FROM market_prices WHERE close='42'").fetchone()["c"] == 1
   179|
   180|
   181|def test_crypto_detail_exposes_cache_source_and_timestamp_without_raw_ids() -> None:
   182|    conn = setup_multi_wallet_crypto_conn()
   183|    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row["symbol"] == "ETH")
   184|
   185|    detail = dashboard_data.get_crypto_coin_detail(conn, eth["_asset_id"], price_max_age_seconds=999999999)
   186|
   187|    assert detail["preisquelle"] == "synthetic-cache"
   188|    assert detail["cache_status"] == "lokaler Cache"
   189|    assert "asset_id" not in detail
   190|    assert "coingecko_id" not in detail
   191|


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|
     5|from jarvis_finance.crypto.assets import create_crypto_asset
     6|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot
     7|from jarvis_finance.crypto.wallets import create_wallet
     8|from jarvis_finance.dashboard import data as dashboard_data
     9|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data
    10|from jarvis_finance.dashboard.pages import page_12_crypto_manage
    11|from jarvis_finance.market.providers import PriceQuote, store_crypto_price
    12|from jarvis_finance.storage.database import connect_memory
    13|from jarvis_finance.storage.migrations import apply_migrations
    14|
    15|
    16|class FakeStreamlit:
    17|    def __init__(self, button_presses: set[str] | None = None, *, inputs: dict[str, object] | None = None, checkboxes: set[str] | None = None) -> None:
    18|        self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []
    19|        self.sidebar = self
    20|        self.session_state = {}
    21|        self.button_presses = button_presses or set()
    22|        self.inputs = inputs or {}
    23|        self.checkboxes = checkboxes or set()
    24|
    25|    def __getattr__(self, name: str):
    26|        def recorder(*args, **kwargs):
    27|            self.calls.append((name, args, kwargs))
    28|            if name == "button":
    29|                label = str(args[0]) if args else str(kwargs.get("label", ""))
    30|                pressed = label in self.button_presses and not bool(kwargs.get("disabled", False))
    31|                if pressed and callable(kwargs.get("on_click")):
    32|                    kwargs["on_click"](*kwargs.get("args", ()), **kwargs.get("kwargs", {}))
    33|                return pressed
    34|            if name == "checkbox":
    35|                label = str(args[0]) if args else str(kwargs.get("label", ""))
    36|                key = str(kwargs.get("key", label))
    37|                return bool(self.inputs.get(key, label in self.checkboxes))
    38|            if name == "toggle":
    39|                return bool(kwargs.get("value", False))
    40|            if name in {"text_input", "text_area", "date_input"}:
    41|                key = str(kwargs.get("key", args[0] if args else ""))
    42|                if key in self.inputs:
    43|                    return self.inputs[key]
    44|                return ""
    45|            if name in {"selectbox", "radio", "pills"}:
    46|                options = args[1] if len(args) > 1 else kwargs.get("options", [])
    47|                key = str(kwargs.get("key", args[0] if args else ""))
    48|                if key in self.inputs:
    49|                    return self.inputs[key]
    50|                return list(options)[0] if options else None
    51|            if name in {"tabs", "columns"}:
    52|                values = args[0] if args else []
    53|                count = values if isinstance(values, int) else len(values)
    54|                return [self for _ in range(count)]
    55|            if name == "expander":
    56|                return self
    57|            return None
    58|        return recorder
    59|
    60|    def __enter__(self):
    61|        return self
    62|
    63|    def __exit__(self, *args):
    64|        return False
    65|
    66|
    67|def setup_demo_conn():
    68|    conn = connect_memory()
    69|    apply_migrations(conn)
    70|    load_synthetic_demo_data(conn)
    71|    return conn
    72|
    73|
    74|def setup_multi_wallet_crypto_conn():
    75|    conn = connect_memory()
    76|    apply_migrations(conn)
    77|    w1 = create_wallet(conn, wallet_name="MetaMask Demo", wallet_type="Software Wallet", platform_provider="MetaMask", last_verified_at="2026-01-31T10:00:00Z")
    78|    w2 = create_wallet(conn, wallet_name="SwissBorg Demo", wallet_type="Exchange", platform_provider="SwissBorg", last_verified_at="2026-01-31T11:00:00Z")
    79|    eth = create_crypto_asset(conn, coin_name="Ethereum", symbol="ETH", coingecko_id="ethereum")
    80|    btc = create_crypto_asset(conn, coin_name="Bitcoin", symbol="BTC", coingecko_id="bitcoin")
    81|    create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w1, quantity=Decimal("2"), verification_status="verified", last_verified_at="2026-01-31T10:00:00Z", note="synthetic eth split")
    82|    create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w2, quantity=Decimal("2"), verification_status="verified", last_verified_at="2026-01-31T11:00:00Z", note="synthetic eth split")
    83|    create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal("0.00000001"), verification_status="stale", last_verified_at="2026-01-01T00:00:00Z", note="synthetic btc tiny")
    84|    store_crypto_price(conn, asset_id=eth, quote=PriceQuote("ethereum", "CHF", Decimal("2500.00"), provider="synthetic-cache", provider_timestamp="2026-02-01T00:00:00Z"))
    85|    store_crypto_price(conn, asset_id=btc, quote=PriceQuote("bitcoin", "CHF", Decimal("40000.00"), provider="synthetic-cache", provider_timestamp="2026-02-01T00:00:00Z"))
    86|    return conn
    87|
    88|TECHNICAL_FIELDS = {
    89|    "asset_id",
    90|    "wallet_id",
    91|    "instrument_id",
    92|    "entity_id",
    93|    "rule_id",
    94|    "source_id",
    95|    "provider_symbol_status",
    96|    "hedge_status",
    97|    "dedup_key",
    98|    "fingerprint",
    99|}
   100|
   101|
   102|def test_user_mode_crypto_and_portfolio_tables_are_clean_and_formatted() -> None:
   103|    conn = setup_multi_wallet_crypto_conn()
   104|    crypto_rows = dashboard_data.get_crypto_coin_summary(conn)
   105|    assert crypto_rows
   106|    visible_crypto = dashboard_data.visible_user_columns(crypto_rows[0])
   107|    assert len(visible_crypto) <= 8
   108|    assert TECHNICAL_FIELDS.isdisjoint(visible_crypto)
   109|    assert crypto_rows[0]["kurs_chf"].startswith("CHF ")
   110|    assert "'" in dashboard_data.chf_text(Decimal("12345.67"))
   111|    assert dashboard_data.translate_status("missing_market_price") == "Preis fehlt"
   112|    assert dashboard_data.translate_status("fresh") == "Aktuell"
   113|
   114|    portfolio = dashboard_data.get_portfolio_positions_user(conn)
   115|    assert portfolio == [] or TECHNICAL_FIELDS.isdisjoint(portfolio[0])
   116|    assert all(len(row) <= 8 for row in portfolio)
   117|
   118|
   119|def test_chart_data_for_crypto_coin_and_wallet_distribution_is_correct() -> None:
   120|    conn = setup_multi_wallet_crypto_conn()
   121|    coin_chart = dashboard_data.get_crypto_coin_allocation_chart(conn)
   122|    wallet_chart = dashboard_data.get_crypto_wallet_allocation_chart(conn)
   123|    assert [row["label"] for row in coin_chart][:2] == ["Ethereum", "Bitcoin"]
   124|    assert coin_chart[0]["value_chf"] == "10000.00"
   125|    assert {row["label"] for row in wallet_chart} == {"MetaMask Demo", "SwissBorg Demo"}
   126|    assert all("asset_id" not in row and "wallet_id" not in row for row in coin_chart + wallet_chart)
   127|
   128|
   129|def test_coin_detail_and_wallet_detail_are_selectable_read_models() -> None:
   130|    conn = setup_multi_wallet_crypto_conn()
   131|    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row["symbol"] == "ETH")
   132|    detail = dashboard_data.get_crypto_coin_detail(conn, eth["_asset_id"], price_max_age_seconds=999999999)
   133|    assert detail["coin"] == "Ethereum"
   134|    assert detail["gesamtwert_chf"] == "CHF 10'000.00"
   135|    assert detail["preisstatus"] == "Aktuell"
   136|    assert len(detail["wallets"]) == 2
   137|    assert {"Bestand hinzufügen", "Bestand korrigieren", "Transfer", "Bestand auf 0 setzen", "Audit / Verlauf anzeigen"} <= set(detail["actions"])
   138|    assert TECHNICAL_FIELDS.isdisjoint(detail)
   139|    assert TECHNICAL_FIELDS.isdisjoint(detail["wallets"][0])
   140|
   141|    wallet = dashboard_data.get_wallet_user_overview(conn)[0]
   142|    wallet_detail = dashboard_data.get_wallet_detail(conn, wallet["_wallet_id"])
   143|    assert wallet_detail["wallet_name"]
   144|    assert wallet_detail["coins"]
   145|    assert {"Coin in Wallet hinzufügen", "Bestand korrigieren", "Transfer aus Wallet", "Wallet verifizieren", "Wallet bearbeiten", "Wallet deaktivieren"} <= set(wallet_detail["actions"])
   146|    assert TECHNICAL_FIELDS.isdisjoint(wallet_detail)
   147|
   148|
   149|def test_alert_cards_are_readable_and_do_not_expose_rule_ids() -> None:
   150|    conn = setup_demo_conn()
   151|    cards = dashboard_data.get_alert_cards(conn, limit=5)
   152|    summary = dashboard_data.get_alert_summary_cards(conn)
   153|    assert {"kritisch", "wichtig", "info"} <= set(summary)
   154|    assert cards
   155|    assert {"title", "description", "affected", "severity", "actions"} <= set(cards[0])
   156|    assert TECHNICAL_FIELDS.isdisjoint(cards[0])
   157|    assert not cards[0]["title"].startswith("missing_")
   158|
   159|
   160|def test_crypto_manage_renders_action_cards_not_all_forms_by_default() -> None:
   161|    conn = setup_multi_wallet_crypto_conn()
   162|    st = FakeStreamlit()
   163|    page_12_crypto_manage.render(st, conn)
   164|    buttons = [args[0] for name, args, _kwargs in st.calls if name == "button" and args]
   165|    text_inputs = [args[0] for name, args, _kwargs in st.calls if name == "text_input" and args]
   166|    assert {"Coin hinzufügen", "Bestand korrigieren", "Transfer zwischen Wallets", "Bestand entfernen / auf 0 setzen", "Neues Wallet", "Verlauf ansehen"} <= set(buttons)
   167|    assert len(text_inputs) <= 3
   168|
   169|
   170|def test_admin_mode_can_still_access_technical_fields() -> None:
   171|    conn = setup_multi_wallet_crypto_conn()
   172|    assert "asset_id" in dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)[0]
   173|    assert "wallet_id" in dashboard_data.get_wallet_user_overview(conn, admin_mode=True)[0]
   174|


Explanation:
**Clarifying technical conflicts**

I’m noticing that our `_alert_id` is conflicting with technical fields. The tests for `disjoint(cards[0])` check if `_alert_id` is included, but it’s not in TECH even though it begins with something. I think I need to add new regression tests for cleaning up the navigation buttons' keys. It’s crucial to ensure that the code not only passes old tests but also functions correctly after running the updates.


terminal

Output:
............                                                             [100%]
12 passed in 0.43s


Explanation:
**Checking to-dos and navigation**

I need to make sure I fulfill my to-dos, and it seems adding tests is part of that. First, I'll inspect the main navigation to see what's needed for any updates or adjustments. It’s key for me to ensure everything operates smoothly before adding additional elements, like those tests. Let’s dive in and check out what I’ve got going on with the main nav and adjust as needed!


{"content": "     1|from __future__ import annotations\n     2|\n     3|from pathlib import Path\n     4|from sqlite3 import Connection\n     5|\n     6|from jarvis_finance.config.settings import ensure_runtime_dirs, find_repo_root, load_settings\n     7|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\n     8|from jarvis_finance.dashboard.pages import PAGES\n     9|from jarvis_finance.dashboard import data as dashboard_data\n    10|from jarvis_finance.storage.database import connect\n    11|from jarvis_finance.storage.migrations import apply_migrations\n    12|\n    13|USER_PAGE_TITLES = [\"Command Center\", \"Crypto\", \"Wallets\", \"Aktien & ETFs\", \"Position hinzufügen\", \"Reports\"]\n    14|ADMIN_PAGE_TITLES = [\"Ledger\", \"Audit\", \"Alerts\", \"Data Quality\", \"Import Wizard\", \"Settings\", \"Crypto Manage\", \"Equity/ETF Manage\", \"Manual Review Queue\", \"Watchlist\"]\n    15|TITLE_ALIASES = {\"Settings / Data Quality\": \"Settings\", \"Data Quality Center\": \"Data Quality\", \"Equities/ETFs\": \"Aktien & ETFs\"}\n    16|\n    17|\n    18|def safe_connect_existing_db(db_path: Path) -> Connection | None:\n    19|    if not db_path.exists():\n    20|        return None\n    21|    conn = connect(db_path)\n    22|    apply_migrations(conn)\n    23|    return conn\n    24|\n    25|\n    26|def create_demo_db(db_path: Path) -> None:\n    27|    db_path.parent.mkdir(parents=True, exist_ok=True)\n    28|    conn = connect(db_path)\n    29|    try:\n    30|        load_synthetic_demo_data(conn)\n    31|    finally:\n    32|        conn.close()\n    33|\n    34|\n    35|def get_user_navigation_titles() -> list[str]:\n    36|    return list(USER_PAGE_TITLES)\n    37|\n    38|\n    39|def get_admin_navigation_titles() -> list[str]:\n    40|    return list(ADMIN_PAGE_TITLES)\n    41|\n    42|\n    43|def _display_title(page) -> str:\n    44|    return TITLE_ALIASES.get(page.PAGE_TITLE, page.PAGE_TITLE)\n    45|\n    46|\n    47|def _page_by_display_title() -> dict[str, object]:\n    48|    return {_display_title(page): page for page in PAGES}\n    49|\n    50|\n    51|def run_app() -> None:\n    52|    import streamlit as st\n    53|\n    54|    st.set_page_config(page_title=\"JARVIS Finance\", layout=\"wide\")\n    55|    st.sidebar.title(\"JARVIS Finance\")\n    56|    st.sidebar.caption(\"Investment Dashboard · lokal · auditierbar\")\n    57|\n    58|    try:\n    59|        repo_root = find_repo_root()\n    60|        settings = load_settings(repo_root=repo_root)\n    61|    except Exception as exc:\n    62|        st.error(f\"Settings-/Runtime-Ladeprüfung fehlgeschlagen: {exc}\")\n    63|        st.info(\"Prüfe JARVIS_FINANCE_RUNTIME_DIR. Runtime muss ausserhalb des Repos liegen.\")\n    64|        return\n    65|\n    66|    ensure_runtime_dirs(settings)\n    67|    db_path = settings.db_path\n    68|    conn = safe_connect_existing_db(db_path)\n    69|\n    70|    if conn is None:\n    71|        st.title(\"JARVIS Finance Dashboard\")\n    72|        st.error(f\"Keine lokale SQLite-DB gefunden: {db_path}\")\n    73|        st.info(\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\")\n    74|        st.caption(\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\")\n    75|        if st.button(\"Synthetische Dummy-DB jetzt erstellen\", type=\"primary\"):\n    76|            create_demo_db(db_path)\n    77|            st.success(\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\")\n    78|        return\n    79|\n    80|    try:\n    81|        page_map = _page_by_display_title()\n    82|        mode = st.sidebar.radio(\"Modus\", [\"User Mode\", \"Admin / Review / Debug\"], index=0)\n    83|        st.sidebar.markdown(\"---\")\n    84|        if mode == \"User Mode\":\n    85|            names = [name for name in USER_PAGE_TITLES if name in page_map]\n    86|            requested = st.session_state.pop(\"jarvis_requested_page\", None) if hasattr(st, \"session_state\") else None\n    87|            default_index = names.index(requested) if requested in names else 0\n    88|            if requested in names and hasattr(st, \"session_state\"):\n    89|                st.session_state[\"jarvis_user_navigation\"] = requested\n    90|            selected = st.sidebar.radio(\"Hauptnavigation\", names, index=default_index, key=\"jarvis_user_navigation\")\n    91|            st.sidebar.caption(\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\")\n    92|        else:\n    93|            user_default = [name for name in USER_PAGE_TITLES if name in page_map]\n    94|            admin_names = [name for name in ADMIN_PAGE_TITLES if name in page_map]\n    95|            selected = st.sidebar.radio(\"Admin / Daten\", admin_names or user_default, index=0)\n    96|            st.sidebar.warning(\"Admin Mode: technische IDs, Rohdaten und Review-Details sichtbar.\")\n    97|        st.session_state[\"jarvis_dashboard_mode\"] = mode\n    98|        st.session_state[\"jarvis_admin_mode\"] = mode != \"User Mode\"\n    99|        edit_enabled = bool(st.sidebar.toggle(\"Bearbeiten aktivieren\", value=bool(st.session_state.get(\"jarvis_edit_mode\", False))))\n   100|        st.session_state[\"jarvis_edit_mode\"] = edit_enabled\n   101|        if edit_enabled:\n   102|            st.sidebar.warning(\"Edit Mode aktiv: Änderungen schreiben in die Runtime-DB und benötigen Review/Bestätigung.\")\n   103|        else:\n   104|            st.sidebar.info(\"Read-only Mode: Schreibaktionen sind deaktiviert.\")\n   105|\n   106|        st.sidebar.write(f\"DB: `{db_path}`\")\n   107|        safe = dashboard_data.get_safe_mode_status(conn)\n   108|        st.sidebar.info(f\"DB-Modus: {safe['db_mode']} | Write Mode: {safe['write_mode']}\")\n   109|        st.sidebar.caption(f\"Backup: {safe['last_backup_at']}\")\n   110|        st.sidebar.warning(\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\")\n   111|        page = page_map[selected]\n   112|        page.render(st, conn)\n   113|    finally:\n   114|        conn.close()\n   115|\n   116|\n   117|if __name__ == \"__main__\":\n   118|    run_app()\n   119|", "total_lines": 118, "file_size": 5196, "truncated": false, "is_binary": false, "is_image": false}

[Tool loop warning: idempotent_no_progress_warning; count=3; read_file returned the same result 3 times. Use the result already provided or change the query instead of repeating it unchanged.]


Explanation:
**Writing tests for schema**

I need to add tests and confirm that the schema has the column for is_voided. That's a good starting point. I might write the tests in a new test file. I could also check for duplicate keys with something like StrictFakeStreamlit, plus I want to simplify helper functions with an inspection. It’s important to use cleanup as well. I may need to adjust the get_crypto_coin_detail to handle coingecko_link conflicts with existing test assertions. It sounds like tests covering navigation need to be included too.

from __future__ import annotations

import pytest

from jarvis_finance.dashboard import data as dashboard_data
from jarvis_finance.dashboard.views import page_03_equities_etfs, page_09_alerts
from jarvis_finance.dashboard.main import get_admin_navigation_titles, get_user_navigation_titles
from jarvis_finance.equity.cleanup import apply_review_test_equity_cleanup, identify_review_test_equity_artifacts
from jarvis_finance.equity.manage import add_manual_position_from_catalog, create_manual_catalog_entry, ensure_standard_broker_accounts
from jarvis_finance.market_data.prices import store_market_price
from jarvis_finance.storage.database import connect_memory
from jarvis_finance.storage.migrations import apply_migrations
from test_dashboard_mvp_regressions import setup_equity_conn
from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn

class DuplicateKeyGuardStreamlit(FakeStreamlit):
    def __init__(self, *args, **kwargs) -> None:
        super().__init__(*args, **kwargs)
        self.seen_button_keys: set[str] = set()

    def __getattr__(self, name: str):
        base = super().__getattr__(name)

        def recorder(*args, **kwargs):
            if name == "button":
                key = kwargs.get("key")
                if key:
                    assert str(key) not in self.seen_button_keys, f"duplicate Streamlit button key: {key}"
                    self.seen_button_keys.add(str(key))
            return base(*args, **kwargs)

        return recorder

def _visible_text(st: FakeStreamlit) -> str:
    parts: list[str] = []
    for _name, args, kwargs in st.calls:
        parts.extend(str(arg) for arg in args)
        parts.extend(str(value) for value in kwargs.values())
    return "\n".join(parts)

def test_user_navigation_is_short_and_admin_keeps_review_tools() -> None:
    user = get_user_navigation_titles()
    admin = get_admin_navigation_titles()

    assert user == ["Command Center", "Crypto", "Wallets", "Aktien & ETFs", "Position hinzufügen", "Reports"]
    assert "Manual Review Queue" not in user
    assert "Equity/ETF Manage" not in user
    assert "Manual Review Queue" in admin
    assert "Alerts" in admin

def test_alert_page_uses_unique_button_keys_and_hides_admin_table_in_user_mode() -> None:
    conn = connect_memory()
    apply_migrations(conn)
    for idx in range(2):
        conn.execute(
            """
            INSERT INTO alerts(alert_id, priority, status, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at, created_at)
            VALUES (?, 'warnung', 'active', 'test', 'instrument', ?, 'missing_market_price', 'synthetic message', 1, '2026-01-01T00:00:00Z', '2026-01-01T00:00:00Z')
            """,
            (f"alert-{idx}", f"instrument-{idx}"),
        )
    conn.commit()
    st = DuplicateKeyGuardStreamlit()

    page_09_alerts.render(st, conn)

    assert {"alert_alert-0_prüfen", "alert_alert-1_prüfen"} <= st.seen_button_keys
    assert "Admin: technische Alert-Tabelle anzeigen" not in _visible_text(st)

def test_review_docx_equity_cleanup_preserves_manual_dashboard_positions() -> None:
    conn, account_id, manual_catalog_id = setup_equity_conn()
    add_manual_position_from_catalog(
        conn,
        catalog_entry_id=manual_catalog_id,
        account_id=account_id,
        position_type="initial_snapshot",
        quantity_text="1",
        trade_date="2026-01-15",
        currency="USD",
        cost_basis_original_text="100",
        fx_status="missing",
        note="real manual dashboard position",
        confirm=True,
    )
    review_catalog_id = create_manual_catalog_entry(
        conn,
        asset_class="stock",
        name="DOCX Review Test AG",
        currency="CHF",
        isin="CH0000000009",
        ticker="DOCXT",
        exchange="SIX",
        provider="manual",
        provider_symbol="DOCXT",
        note="docx review synthetic artifact",
    )
    add_manual_position_from_catalog(
        conn,
        catalog_entry_id=review_catalog_id,
        account_id=account_id,
        position_type="initial_snapshot",
        quantity_text="5",
        trade_date="2026-01-15",
        currency="CHF",
        cost_basis_original_text="50",
        source_type="broker_import_reviewed_snapshot",
        note="docx review synthetic artifact",
        confirm=True,
    )

    plan = identify_review_test_equity_artifacts(conn)
    assert len(plan.transaction_ids) == 1
    assert plan.manual_position_count == 1
    audit_id = apply_review_test_equity_cleanup(conn, plan=plan, note="test cleanup")

    assert audit_id
    active_manual = conn.execute("SELECT COUNT(*) AS c FROM transactions WHERE source_type='manual_dashboard' AND COALESCE(is_voided,0)=0").fetchone()["c"]
    voided_review = conn.execute("SELECT COUNT(*) AS c FROM transactions WHERE source_type='broker_import_reviewed_snapshot' AND COALESCE(is_voided,0)=1").fetchone()["c"]
    assert active_manual == 1
    assert voided_review == 1

def test_equity_page_renders_user_summary_selection_actions_and_no_raw_ids() -> None:
    conn, account_id, catalog_id = setup_equity_conn()
    add_manual_position_from_catalog(
        conn,
        catalog_entry_id=catalog_id,
        account_id=account_id,
        position_type="initial_snapshot",
        quantity_text="2",
        trade_date="2026-01-15",
        currency="USD",
        cost_basis_original_text="100",
        fx_status="missing",
        note="synthetic equity interaction",
        confirm=True,
    )
    st = FakeStreamlit(inputs={"equity_view": "Alle Positionen", "equity_sort_by": "Name A–Z"})

    page_03_equities_etfs.render(st, conn)

    text = _visible_text(st)
    for expected in ["Gesamtwert Aktien/ETFs CHF", "Position auswählen", "Detailpanel", "Korrigieren", "Verlauf", "Aktie/ETF hinzufügen"]:
        assert expected in text
    assert "instrument_id" not in text
    assert "account_id" not in text

def test_crypto_detail_contains_minimal_coingecko_link_without_raw_ids() -> None:
    conn = setup_multi_wallet_crypto_conn()
    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row["symbol"] == "ETH")

    detail = dashboard_data.get_crypto_coin_detail(conn, eth["_asset_id"], price_max_age_seconds=999999999)

    assert detail["coingecko_link"] == "https://www.coingecko.com/en/coins/ethereum"
    assert "coingecko_id" not in detail
    assert "asset_id" not in detail

def test_equity_page_does_not_refresh_prices_on_plain_render(monkeypatch) -> None:
    conn, account_id, catalog_id = setup_equity_conn()
    add_manual_position_from_catalog(
        conn,
        catalog_entry_id=catalog_id,
        account_id=account_id,
        position_type="initial_snapshot",
        quantity_text="1",
        trade_date="2026-01-15",
        currency="USD",
        cost_basis_original_text="100",
        fx_status="missing",
        note="plain render should not call provider",
        confirm=True,
    )

    def fail_provider(*_args, **_kwargs):
        raise AssertionError("provider must not be called during normal page render")

    monkeypatch.setattr(page_03_equities_etfs, "equity_price_provider_by_name", fail_provider)
    page_03_equities_etfs.render(FakeStreamlit(), conn)


LSP diagnostics introduced by this edit:
<diagnostics file="/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_real_ui_acceptance.py">
ERROR [111:9] No parameter named "source_type" [reportCallIssue] (Pyright)
</diagnostics>


ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)

return instrument_id

def add_manual_position_from_catalog(

conn: Connection,

catalog_entry_id: str,

account_id: str,


   645|def add_manual_position_from_catalog(
   646|    conn: Connection,
   647|    *,
   648|    catalog_entry_id: str,
   649|    account_id: str,
   650|    position_type: str,
   651|    quantity_text: str,
   652|    trade_date: str,
   653|    currency: str,
   654|    note: str,
   655|    confirm: bool,
   656|    cost_basis_original_text: str | None = None,
   657|    fx_status: str = "missing",
   658|    fx_rate_to_chf_text: str | None = None,
   659|    fx_source: str | None = None,
   660|    category: str = "Unknown",
   661|) -> EquityManageResult:
   662|    _require_confirm(confirm)
   663|    note = _require_note(note, reason="manual position add")
   664|    account_id = _require_account(conn, account_id)
   665|    position_type = str(position_type or "").strip()
   666|    if position_type == "initial_snapshot":
   667|        transaction_type = "initial_position_snapshot"
   668|    elif position_type in {"buy", "partial_sell", "full_sell", "dividend", "etf_distribution", "manual_adjustment"}:
   669|        transaction_type = position_type
   670|    else:
   671|        raise ValueError("position_type must be initial_snapshot, buy, partial_sell, full_sell, dividend, etf_distribution or manual_adjustment")
   672|    if fx_status not in VALID_FX_STATUSES:
   673|        raise ValueError("invalid fx_status")
   674|    if category not in VALID_CATEGORIES:
   675|        raise ValueError("category must be Core, Opportunity or Unknown")
   676|    currency = _require_currency(currency)
   677|    trade_date = _require_date(trade_date)
   678|    qty = parse_decimal_text(quantity_text or "0", field_name="quantity")
   679|    if transaction_type in {"initial_position_snapshot", "buy", "partial_sell", "full_sell", "manual_adjustment"} and qty <= 0:
   680|        raise ValueError("quantity must be > 0")
   681|    if transaction_type in {"dividend", "etf_distribution", "fee"}:
   682|        qty = Decimal("0")
   683|    warnings: list[str] = []
   684|    if cost_basis_original_text in {None, ""}:
   685|        gross = Decimal("0")
   686|        warnings.append("cost_basis_uncertain")
   687|    else:
   688|        gross = parse_decimal_text(str(cost_basis_original_text), field_name="cost basis")
   689|    instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)
   690|    conn.execute("UPDATE instruments SET position_category=?, updated_at=? WHERE instrument_id=?", (category, utc_now(), instrument_id))
   691|    if transaction_type == "initial_position_snapshot":
   692|        existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))
   693|        if existing_position and existing_position.quantity != 0:
   694|            raise ValueError("initial snapshot would overwrite an existing position; use manual_adjustment")
   695|    if transaction_type in {"partial_sell", "full_sell"}:
   696|        current = calculate_positions(conn).positions.get((account_id, instrument_id))
   697|        current_qty = current.quantity if current else Decimal("0")
   698|        if qty > current_qty:
   699|            raise ValueError("sell would create negative position")
   700|        if transaction_type == "full_sell" and qty != current_qty:
   701|            raise ValueError("full_sell quantity must match current position")
   702|    tx_id, tx_warnings = _insert_transaction(
   703|        conn,
   704|        transaction_type=transaction_type,
   705|        account_id=account_id,
   706|        instrument_id=instrument_id,
   707|        trade_date=trade_date,
   708|        quantity=qty,
   709|        gross=gross,
   710|        fee=Decimal("0"),
   711|        tax=Decimal("0"),
   712|        currency=currency,
   713|        fx_rate_to_chf_text=fx_rate_to_chf_text,
   714|        fx_source=fx_source,
   715|        fx_status="ok" if currency == "CHF" and fx_status == "not_needed" else fx_status,
   716|        note=note,
   717|    )
   718|    warnings.extend(tx_warnings)
   719|    if "cost_basis_uncertain" in warnings:
   720|        create_alert(conn, priority="warnung", category="equity", entity_type="transaction", entity_id=tx_id, rule_id="cost_basis_uncertain", message="Cost basis is missing for manual position; performance metrics are incomplete.", evidence={"instrument_id": instrument_id}, fingerprint="cost_basis_uncertain")
   721|    create_alert(conn, priority="warnung", category="market_data", entity_type="instrument", entity_id=instrument_id, rule_id="missing_market_price", message="Market price is missing for manually added instrument until mapping/price update is confirmed.", evidence={}, fingerprint="missing_market_price")
   722|    record_audit_event(
   723|        conn,
   724|        source="instrument_search_add_position",
   725|        action="manual_position_add",
   726|        entity_type="transaction",
   727|        entity_id=tx_id,
   728|        new_values={"account_id": account_id, "instrument_id": instrument_id, "transaction_type": transaction_type, "catalog_entry_id": catalog_entry_id},
   729|        user_text_note=note,
   730|        confirmed=True,
   731|        created_by="dashboard",
   732|    )
   733|    conn.commit()
   734|    return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)
   735|
   736|
   737|def create_manual_catalog_entry(
   738|    conn: Connection,
   739|    *,
   740|    asset_class: str,
   741|    name: str,
   742|    currency: str,
   743|    isin: str = "",
   744|    ticker: str = "",
   745|    exchange: str = "",
   746|    provider: str = "manual",
   747|    provider_symbol: str = "",
   748|    hedge_status: str = "unknown",
   749|    instrument_status: str = "unknown",
   750|    valuation_policy: str = "live_price",
   751|    note: str = "",
   752|) -> str:
   753|    note = _require_note(note, reason="manual catalog entry")
   754|    return upsert_catalog_entry(
   755|        conn,
   756|        CatalogEntryInput(
   757|            asset_class="etf" if asset_class.lower() == "etf" else "equity",
   758|            name=name,
   759|            isin=isin,
   760|            ticker=ticker,
   761|            exchange=exchange,
   762|            trading_currency=currency,
   763|            instrument_currency=currency,
   764|            provider=provider or "manual",
   765|

Use offset=765 to continue reading (showing 645-764 of 799 lines)


patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_real_ui_acceptance.py
@@
-import pytest
-
 from jarvis_finance.dashboard import data as dashboard_data
@@
-from jarvis_finance.market_data.prices import store_market_price
 from jarvis_finance.storage.database import connect_memory
@@
-    add_manual_position_from_catalog(
+    review_result = add_manual_position_from_catalog(
         conn,
         catalog_entry_id=review_catalog_id,
         account_id=account_id,
@@
-        source_type="broker_import_reviewed_snapshot",
         note="docx review synthetic artifact",
         confirm=True,
     )
+    conn.execute(
+        "UPDATE transactions SET source_type='broker_import_reviewed_snapshot', notes='docx review synthetic artifact' WHERE transaction_id=?",
+        (review_result.transaction_id,),
+    )
+    conn.commit()
*** End Patch


--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_real_ui_acceptance.py
+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_real_ui_acceptance.py
@@ -1,13 +1,10 @@
 from __future__ import annotations
-
-import pytest

 from jarvis_finance.dashboard import data as dashboard_data
 from jarvis_finance.dashboard.views import page_03_equities_etfs, page_09_alerts
 from jarvis_finance.dashboard.main import get_admin_navigation_titles, get_user_navigation_titles
 from jarvis_finance.equity.cleanup import apply_review_test_equity_cleanup, identify_review_test_equity_artifacts
 from jarvis_finance.equity.manage import add_manual_position_from_catalog, create_manual_catalog_entry, ensure_standard_broker_accounts
-from jarvis_finance.market_data.prices import store_market_price
 from jarvis_finance.storage.database import connect_memory
 from jarvis_finance.storage.migrations import apply_migrations
 from test_dashboard_mvp_regressions import setup_equity_conn
@@ -99,7 +96,7 @@
         provider_symbol="DOCXT",
         note="docx review synthetic artifact",
     )
-    add_manual_position_from_catalog(
+    review_result = add_manual_position_from_catalog(
         conn,
         catalog_entry_id=review_catalog_id,
         account_id=account_id,
@@ -108,10 +105,14 @@
         trade_date="2026-01-15",
         currency="CHF",
         cost_basis_original_text="50",
-        source_type="broker_import_reviewed_snapshot",
         note="docx review synthetic artifact",
         confirm=True,
     )
+    conn.execute(
+        "UPDATE transactions SET source_type='broker_import_reviewed_snapshot', notes='docx review synthetic artifact' WHERE transaction_id=?",
+        (review_result.transaction_id,),
+    )
+    conn.commit()

     plan = identify_review_test_equity_artifacts(conn)
     assert len(plan.transaction_ids) == 1


terminal

pytest -q tests/unit/test_dashboard_real_ui_acceptance.py tests/unit/test_dashboard_mvp_regressions.py tests/unit/test_dashboard_ux_sprint2.py


Output:
..................                                                       [100%]
18 passed in 1.83s


Explanation:
**Evaluating cleanup tasks**

I need to think about verifying if something is fixed. Maybe I should update the to-do list. I'm considering if I need to implement a UI for cleanup since we already wrote a cleanup module. The user mentioned a task list, so I need to manage runtime side effects. Should I create a backup as part of this task? I also want to ensure everything's safe and that the user has approved the task. Inspecting functions could help.


     1|from __future__ import annotations
     2|
     3|import hashlib
     4|import shutil
     5|from dataclasses import dataclass
     6|from datetime import datetime, timezone
     7|from pathlib import Path
     8|
     9|from jarvis_finance.config.paths import is_relative_to
    10|
    11|
    12|@dataclass(frozen=True)
    13|class BackupResult:
    14|    backup_file: Path
    15|    checksum_file: Path
    16|    sha256: str
    17|    size_bytes: int
    18|
    19|
    20|@dataclass(frozen=True)
    21|class VerifyBackupResult:
    22|    backup_file: Path
    23|    checksum_file: Path
    24|    sha256: str
    25|    checksum_ok: bool
    26|    exists: bool
    27|
    28|
    29|@dataclass(frozen=True)
    30|class RestoreResult:
    31|    restored_to: Path
    32|    source_file: Path
    33|    verified: bool
    34|
    35|
    36|def sha256_file(path: Path) -> str:
    37|    digest = hashlib.sha256()
    38|    with path.open("rb") as handle:
    39|        for chunk in iter(lambda: handle.read(1024 * 1024), b""):
    40|            digest.update(chunk)
    41|    return digest.hexdigest()
    42|
    43|
    44|def write_checksum_file(backup_file: Path, sha256: str) -> Path:
    45|    checksum_file = backup_file.with_suffix(backup_file.suffix + ".sha256")
    46|    checksum_file.write_text(f"{sha256}  {backup_file.name}\n", encoding="utf-8")
    47|    return checksum_file
    48|
    49|
    50|def read_expected_checksum(checksum_file: Path) -> str | None:
    51|    if not checksum_file.exists():
    52|        return None
    53|    text = checksum_file.read_text(encoding="utf-8", errors="ignore").strip()
    54|    if not text:
    55|        return None
    56|    return text.split()[0]
    57|
    58|
    59|def ensure_outside_repo(path: Path, repo_root: Path) -> None:
    60|    if is_relative_to(path.resolve(), repo_root.resolve()):
    61|        raise ValueError(f"Backup/restore path must be outside the Git repository: {path}")
    62|
    63|
    64|def backup_runtime_db(*, db_path: Path, backups_dir: Path, repo_root: Path, timestamp: str | None = None) -> BackupResult:
    65|    db_path = db_path.expanduser().resolve()
    66|    backups_dir = backups_dir.expanduser().resolve()
    67|    ensure_outside_repo(backups_dir, repo_root)
    68|    ensure_outside_repo(db_path, repo_root)
    69|    if not db_path.exists():
    70|        raise FileNotFoundError(f"Runtime DB not found: {db_path}")
    71|    backups_dir.mkdir(parents=True, exist_ok=True)
    72|    stamp = timestamp or datetime.now(timezone.utc).strftime("%Y%m%dT%H%M%SZ")
    73|    backup_file = backups_dir / f"finance-runtime-db-{stamp}.sqlite3"
    74|    shutil.copy2(db_path, backup_file)
    75|    checksum = sha256_file(backup_file)
    76|    checksum_file = write_checksum_file(backup_file, checksum)
    77|    return BackupResult(
    78|        backup_file=backup_file,
    79|        checksum_file=checksum_file,
    80|        sha256=checksum,
    81|        size_bytes=backup_file.stat().st_size,
    82|    )
    83|
    84|
    85|def verify_backup(*, backup_file: Path, repo_root: Path | None = None) -> VerifyBackupResult:
    86|    backup_file = backup_file.expanduser().resolve()
    87|    if repo_root is not None:
    88|        ensure_outside_repo(backup_file, repo_root)
    89|    exists = backup_file.exists() and backup_file.is_file()
    90|    if not exists:
    91|        return VerifyBackupResult(
    92|            backup_file=backup_file,
    93|            checksum_file=backup_file.with_suffix(backup_file.suffix + ".sha256"),
    94|            sha256="",
    95|            checksum_ok=False,
    96|            exists=False,
    97|        )
    98|    actual = sha256_file(backup_file)
    99|    checksum_file = backup_file.with_suffix(backup_file.suffix + ".sha256")
   100|    expected = read_expected_checksum(checksum_file)
   101|    return VerifyBackupResult(
   102|        backup_file=backup_file,
   103|        checksum_file=checksum_file,
   104|        sha256=actual,
   105|        checksum_ok=bool(expected and expected == actual),
   106|        exists=True,
   107|    )
   108|
   109|
   110|def restore_runtime_db(*, backup_file: Path, db_path: Path, repo_root: Path, yes: bool = False) -> RestoreResult:
   111|    if not yes:
   112|        raise PermissionError("Restore requires explicit confirmation via --yes")
   113|    backup_file = backup_file.expanduser().resolve()
   114|    db_path = db_path.expanduser().resolve()
   115|    ensure_outside_repo(backup_file, repo_root)
   116|    ensure_outside_repo(db_path, repo_root)
   117|    verification = verify_backup(backup_file=backup_file, repo_root=repo_root)
   118|    if not verification.exists:
   119|        raise FileNotFoundError(f"Backup file not found: {backup_file}")
   120|    if not verification.checksum_ok:
   121|        raise ValueError(f"Backup checksum verification failed: {backup_file}")
   122|    db_path.parent.mkdir(parents=True, exist_ok=True)
   123|    shutil.copy2(backup_file, db_path)
   124|    return RestoreResult(restored_to=db_path, source_file=backup_file, verified=True)
   125|


Explanation:
**Running cleanup script**

I need to run a cleanup script, which seems essential. I'm wondering if I should load the settings first, maybe? It might make sense to use absolute paths to avoid issues. I also want to make sure I aggregate the counts before and after running the script to see what changes have been made. Keeping track of those numbers is really important for clarity and accuracy!

todo

Regressionstests für Alerts, Navigation, Cleanup, FX, Equity-Interaktion, Cash und no-live-render ergänzen und RED verifizieren

Alerts-Duplicate-Button-Keys reparieren und User/Admin-Navigation strikt vereinfachen

Runtime-Backup erstellen, Review/Test/DOCX Equity-Artefakte trocken identifizieren und eindeutig auditierbar entfernen

FX-UX und Cash-Workflow nutzerfreundlich/funktional machen

Aktien/ETF-Seite mit Summary Cards, Gruppierung, Sortierung, Auswahl, Details, Korrigieren, Verlauf umbauen

Command Center und minimalen CoinGecko-Link korrigieren


Git/Runtime-Preflight, echten UI-Start vorbereiten und Sanity-Check gegen Runtime-DB durchführen

Dashboard erneut gegen Runtime-DB starten und User-Mode-Seiten aggregiert prüfen

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

Commit, Push und remote Hash verifizieren


terminal

python - <<'PY'
from pathlib import Path
from jarvis_finance.config.settings import load_settings
from jarvis_finance.runtime.backup import backup_runtime_db, verify_backup
from jarvis_finance.storage.database import connect
from jarvis_finance.equity.cleanup import identify_review_test_equity_artifacts, apply_review_test_equity_cleanup

repo=Path.cwd()
settings=load_settings(repo_root=repo)
db=settings.db_path
backups=settings.runtime_paths.backups_dir
backup=backup_runtime_db(db_path=db, backups_dir=backups, repo_root=repo)
verify=verify_backup(backup_file=backup.backup_file, repo_root=repo)
conn=connect(db)
try:
    before=identify_review_test_equity_artifacts(conn)
    print('BACKUP', backup.backup_file)
    print('BACKUP_SHA256', backup.sha256)
    print('BACKUP_VERIFY', verify.exists, verify.checksum_ok)
    print('DRY_RUN_COUNTS', {'accounts':len(before.account_ids),'instruments':len(before.instrument_ids),'transactions':len(before.transaction_ids),'alerts':len(before.alert_ids),'manual_positions_preserved':before.manual_position_count})
    audit_id=apply_review_test_equity_cleanup(conn, plan=before, note='MVP Real UI Acceptance cleanup: archive review/test/DOCX equity artifacts after verified backup')
    after=identify_review_test_equity_artifacts(conn)
    print('AUDIT_ID', audit_id)
    print('AFTER_COUNTS', {'accounts':len(after.account_ids),'instruments':len(after.instrument_ids),'transactions':len(after.transaction_ids),'alerts':len(after.alert_ids),'manual_positions_preserved':after.manual_position_count})
finally:
    conn.close()
PY


Output:
BACKUP /home/agent/jarvis_runtime/finance-system/backups/finance-runtime-db-20260516T124724Z.sqlite3
BACKUP_SHA256 22afb6fd73e58feb873c7c58535aaa4079f2ff02a66e15fa52003664c15f92de
BACKUP_VERIFY True True
DRY_RUN_COUNTS {'accounts': 0, 'instruments': 0, 'transactions': 0, 'alerts': 0, 'manual_positions_preserved': 3}
AUDIT_ID 621fbc93-d129-48e5-a56b-ea76102df6bf
AFTER_COUNTS {'accounts': 0, 'instruments': 0, 'transactions': 0, 'alerts': 0, 'manual_positions_preserved': 3}


Explanation:
**Evaluating testing and UI needs**

I'm thinking about needing a UI sanity check to ensure everything works correctly. But I also have to consider running new tests to see if they passed. Should I run full tests later? I’ll definitely need to check the git diff to see any changes made. It’s important to make sure everything is functioning properly, so that’s what I’m contemplating right now!


python -m streamlit run src/jarvis_finance/dashboard/main.py --server.headless true --server.port 8502 --browser.gatherUsageStats false


Output: Background process started


process

bash: Kann die Prozessgruppe des Terminals nicht setzen (-1).: Unpassender IOCTL (I/O-Control) für das Gerät
bash: Keine Jobsteuerung in dieser Shell
2026-05-16 14:47:38.220 Port 8502 is not available


Explanation:
**Investigating port issues**

It seems there's a port in use from a previous process that might not have been tracked. I should inspect the processes and ports opened in the terminal. It’s mandatory to ensure everything is accounted for before proceeding. I’ll look into how to do that effectively, making sure I note any details so I can resolve the issue efficiently. Let's get to the bottom of this!

terminal

python - <<'PY'
import socket
for port in [8501,8502,8503,8504]:
    s=socket.socket(); r=s.connect_ex(('127.0.0.1', port)); s.close(); print(port, 'open' if r==0 else 'free')
PY


Output:
8501 open
8502 open
8503 free
8504 free


python -m streamlit run src/jarvis_finance/dashboard/main.py --server.headless true --server.port 8503 --browser.gatherUsageStats false


Output: Background process started


Streamlit

Running WITHOUT residential proxies. Bot detection may be more aggressive. Consider upgrading Browserbase plan for proxy support.

- generic
  - generic
    - generic
      - generic
        - heading "JARVIS Finance" [level=1, ref=e2]
        - paragraph
        - separator
        - paragraph
    - generic
      - banner
        - button "Deploy" [ref=e4]
        - generic [ref=e3] clickable [onclick]
          - button "Main menu" [expanded=false, ref=e5]
      - generic [ref=e1] focusable [tabindex]


{"success": true, "snapshot": "- generic\n  - generic\n    - generic\n      - generic\n        - heading \"JARVIS Finance\" [level=1, ref=e2]\n        - paragraph\n          - StaticText \"Investment Dashboard · lokal · auditierbar\"\n        - LabelText\n        - radiogroup \"Modus\" [ref=e3] clickable [cursor:pointer]\n          - LabelText\n            - radio \"User Mode\" [checked=true, ref=e19]\n            - paragraph\n              - StaticText \"User Mode\"\n          - LabelText\n            - radio \"Admin / Review / Debug\" [checked=false, ref=e20]\n            - paragraph\n              - StaticText \"Admin / Review / Debug\"\n        - separator\n        - LabelText\n        - radiogroup \"Hauptnavigation\" [ref=e4] clickable [cursor:pointer]\n          - LabelText\n            - radio \"Command Center\" [checked=true, ref=e21]\n            - paragraph\n              - StaticText \"Command Center\"\n          - LabelText\n            - radio \"Crypto\" [checked=false, ref=e22]\n            - paragraph\n              - StaticText \"Crypto\"\n          - LabelText\n            - radio \"Wallets\" [checked=false, ref=e23]\n            - paragraph\n              - StaticText \"Wallets\"\n          - LabelText\n            - radio \"Aktien & ETFs\" [checked=false, ref=e24]\n            - paragraph\n              - StaticText \"Aktien & ETFs\"\n          - LabelText\n            - radio \"Position hinzufügen\" [checked=false, ref=e25]\n            - paragraph\n              - StaticText \"Position hinzufügen\"\n          - LabelText\n            - radio \"Reports\" [checked=false, ref=e26]\n            - paragraph\n              - StaticText \"Reports\"\n        - paragraph\n          - StaticText \"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\"\n        - LabelText [ref=e5] clickable [cursor:pointer]\n          - checkbox \"Bearbeiten aktivieren\" [checked=false, ref=e11]\n          - paragraph\n            - StaticText \"Bearbeiten aktivieren\"\n        - alert\n          - paragraph\n            - StaticText \"Read-only Mode: Schreibaktionen sind deaktiviert.\"\n        - paragraph\n          - StaticText \"DB: \"\n          - code\n            - StaticText \"/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\"\n        - alert\n          - paragraph\n            - StaticText \"DB-Modus: Runtime | Write Mode: Read-only\"\n        - paragraph\n          - StaticText \"Backup: nicht verfügbar\"\n        - alert\n          - paragraph\n            - StaticText \"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\"\n    - generic\n      - banner\n        - button \"Deploy\" [ref=e12]\n          - StaticText \"Deploy\"\n        - generic [ref=e6] clickable [onclick]\n          - button \"Main menu\" [expanded=false, ref=e13]\n      - generic [ref=e1] focusable [tabindex]\n        - heading \"Command Center\" [level=1, ref=e7]\n          - StaticText \"Command Center\"\n          - link \"Link to heading\" [ref=e27]\n        - paragraph\n          - StaticText \"Ruhige Startseite: wichtigste Werte, wenige Hinweise, direkte MVP-Aktionen. Keine API-Abfragen beim Laden.\"\n        - LabelText\n          - paragraph\n            - StaticText \"Gesamtportfolio CHF\"\n        - paragraph\n          - StaticText \"CHF 47'709.31\"\n        - LabelText\n          - paragraph\n            - StaticText \"Crypto CHF\"\n        - paragraph\n          - StaticText \"CHF 47'709.31\"\n        - LabelText\n          - paragraph\n            - StaticText \"Aktien/ETF CHF\"\n          - button \"Help for Aktien/ETF CHF\" [ref=e28]\n        - paragraph\n          - StaticText \"noch nicht bewertet\"\n        - LabelText\n          - paragraph\n            - StaticText \"Kritische Punkte\"\n          - button \"Help for Kritische Punkte\" [ref=e29]\n        - paragraph\n          - StaticText \"10\"\n        - LabelText\n          - paragraph\n            - StaticText \"Letztes Preisupdate\"\n        - paragraph\n          - StaticText \"2026-05-15\"\n        - alert\n          - paragraph\n            - StaticText \"Aktien/ETF: Bewertung unvollständig. Details bitte im Admin/Data-Quality-Bereich prüfen; im User Mode wird kein irreführender CHF-0-Wert angezeigt.\"\n        - heading \"Was ist wichtig?\" [level=3, ref=e8]\n          - StaticText \"Was ist wichtig?\"\n          - link \"Link to heading\" [ref=e30]\n        - paragraph\n          - strong\n            - StaticText \"Wichtig:\"\n          - StaticText \" Aktien/ETF: Bewertung unvollständig\"\n        - paragraph\n          - strong\n            - StaticText \"Wichtig:\"\n          - StaticText \" Crypto-Preise teilweise veraltet\"\n        - paragraph\n          - strong\n            - StaticText \"Wichtig:\"\n          - StaticText \" FX-Kurs fehlt für Vanguard US Total Stock Market ETF (VTI)\"\n        - heading \"Top 5 Crypto-Positionen\" [level=3, ref=e9]\n          - StaticText \"Top 5 Crypto-Positionen\"\n          - link \"Link to heading\" [ref=e31]\n        - generic\n          - generic [ref=e33] clickable [onclick]\n            - button \"Show/hide columns\" [ref=e37]\n          - button \"Download as CSV\" [ref=e34]\n          - button \"Search\" [ref=e35]\n          - button \"Fullscreen\" [ref=e36]\n          - generic\n            - generic\n              - Canvas [ref=e38] focusable [tabindex]\n                - grid\n                  - rowgroup\n                    - row \"coin symbol gesamtwert_chf anteil status\"\n                      - columnheader \"coin\" [ref=e39]\n                      - columnheader \"symbol\" [ref=e40]\n                      - columnheader \"gesamtwert_chf\" [ref=e41]\n                      - columnheader \"anteil\" [ref=e42]\n                      - columnheader \"status\" [ref=e43]\n                  - rowgroup\n                    - row \"Bitcoin BTC CHF 22'905.06 48.01% Veraltet\"\n                      - gridcell \"Bitcoin\" [ref=e44]\n                      - gridcell \"BTC\" [ref=e45]\n                      - gridcell \"CHF 22'905.06\" [ref=e46]\n                      - gridcell \"48.01%\" [ref=e47]\n                      - gridcell \"Veraltet\" [ref=e48]\n                    - row \"Tether USDT CHF 10'133.26 21.24% Veraltet\"\n                      - gridcell \"Tether\" [ref=e49]\n                      - gridcell \"USDT\" [ref=e50]\n                      - gridcell \"CHF 10'133.26\" [ref=e51]\n                      - gridcell \"21.24%\" [ref=e52]\n                      - gridcell \"Veraltet\" [ref=e53]\n                    - row \"Ethereum ETH ETH CHF 4'374.58 9.17% Aktuell\"\n                      - gridcell \"Ethereum ETH\" [ref=e54]\n                      - gridcell \"ETH\" [ref=e55]\n                      - gridcell \"CHF 4'374.58\" [ref=e56]\n                      - gridcell \"9.17%\" [ref=e57]\n                      - gridcell \"Aktuell\" [ref=e58]\n                    - row \"Ripple XRP XRP CHF 2'824.17 5.92% Aktuell\"\n                      - gridcell \"Ripple XRP\" [ref=e59]\n                      - gridcell \"XRP\" [ref=e60]\n                      - gridcell \"CHF 2'824.17\" [ref=e61]\n                      - gridcell \"5.92%\" [ref=e62]\n                      - gridcell \"Aktuell\" [ref=e63]\n                    - row \"BNB BNB CHF 2'213.36 4.64% Veraltet\"\n                      - gridcell \"BNB\" [ref=e64]\n                      - gridcell \"BNB\" [ref=e65]\n                      - gridcell \"CHF 2'213.36\" [ref=e66]\n                      - gridcell \"4.64%\" [ref=e67]\n                      - gridcell \"Veraltet\" [ref=e68]\n        - heading \"Schnellaktionen\" [level=3, ref=e10]\n          - StaticText \"Schnellaktionen\"\n          - link \"Link to heading\" [ref=e32]\n        - button \"+ Position hinzufügen\" [ref=e14]\n          - paragraph\n            - StaticText \"+ Position hinzufügen\"\n        - button \"Preise aktualisieren\" [ref=e15]\n          - paragraph\n            - StaticText \"Preise aktualisieren\"\n        - button \"Crypto-Report erzeugen\" [ref=e16]\n          - paragraph\n            - StaticText \"Crypto-Report erzeugen\"\n        - button \"Coin hinzufügen\" [disabled, ref=e17]\n          - paragraph\n            - StaticText \"Coin hinzufügen\"\n\n[... 5 more lines truncated, use browser_snapshot for full content]", "element_count": 68}

[Tool loop warning: idempotent_no_progress_warning; count=2; browser_snapshot returned the same result 2 times. Use the result already provided or change the query instead of repeating it unchanged.]