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


Explanation:
**Setting up the OpenFIGI key**

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


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


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
Summary generation was unavailable. 10 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.

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


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py from line 1 (13,751 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.test.ts from line 1 (6,462 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/VueCockpitV11.test.ts from line 1 (8,286 chars)


Explanation:
**Evaluating API Implementation**

I want to make sure that I'm implementing various features correctly. It's crucial to inspect the API types to ensure everything works as expected. There’s a lot to go through, and I want to be thorough to avoid any mishaps down the line. Inspecting the types will help me confirm that I'm on the right track with this implementation process. Let’s make sure it all aligns properly!


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/types.ts from line 1 (5,112 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/positions.ts from line 1 (2,539 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/AllocationBars.vue from line 1 (2,066 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SparklineChart.vue from line 1 (1,505 chars)


Explanation:
**Planning tests and roadmap**

I'm recognizing that I need to add tests, and it seems like using `write_file` to append might be a useful approach. It’s crucial for me to understand the application roadmap as well—having that clarity will help in aligning my testing efforts with the overall direction. I'm curious about the specifics of the route, as that will ensure I'm on track and organized. Let’s get into it!


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/App.vue from line 1 (272 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/RoadmapPage.vue from line 1 (914 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routes/positions.py from line 1 (220 chars)


[search_files] files search for '*.py' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api -> 18 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/positions.py from line 1 (6,849 chars)


Explanation:
**Updating tests and understanding migration**

I need to update the tests and understand the migration for the CoinGecko integration, especially since it seems there are no columns for market cap. The user mentioned something about a local cache, so I need to figure out if we need an existing cache for that. I'll have to search for information on CoinGecko to get all the details I need for this process. Let's see what I can find!


Explanation:
**Considering app navigation**

I’m thinking about confirming success in the app first. Once that’s done, maybe I should link to the portfolio section? But it seems there might not be a router, so I'm wondering if I need to add a position button text instead. Is a route needed? I have this feeling the app might have a local navigation state to consider. I’ll need to read through the AppLayout to clarify all of this!


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/AppLayout.vue from line 1 (1,410 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/router.ts from line 1 (349 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts from line 1 (2,372 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue from line 1 (2,376 chars)


patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py
@@
 def test_provider_search_endpoint_returns_candidates_and_no_provider_call_...[truncated]

Explanation:
**Patching tests and code**

I need to focus on adding contributions as an analyst. I’m thinking it might be easier to execute code to write tests or patch existing ones. First, I could create some failing tests. Should I use write_file to read the existing code? I’ll need to append with the patch and remember to include frontend tests too. This could be a good opportunity to run a RED approach. Let’s get started on patching those tests!


[patch] patch in ? (242 chars result)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py from line 70 (2,124 chars)


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py')
p.write_text(p.read_text()+r'''

def test_provider_search_deduplicates_enri...[truncated]


Output: appended backend tests


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/VueCockpitV11.test.ts')
s=p.read_text()
s=s.replace("  it('supports equity search, preview, review and conf...[truncated]

Explanation:
**Considering frontend tests**

I need to patch the frontend tests and consider adding mock types in Visual Studio. Also, I should include schema types to ensure everything is aligned properly. It’s essential to create expected tests that cover both aspects. This might take a bit of organization, but I think I can manage it! I'll focus on structuring the tests clearly so they can effectively validate the changes being made.


Output: updated frontend tests


[terminal] ran `pytest tests/unit/test_vue_dashboard_v12_acceptance.py::test_provider_search_...` -> exit 1, 1 lines output


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py')
s=p.read_text()
s=s.replace('class CryptoPositionDetail(CryptoPosition):\n    wa...[truncated]

Explanation:
**Planning frontend changes**

I'm thinking about changing the frontend to red later. For that, I need to write some code and manipulate it using Python. I guess I should start with the schemas first to set everything up correctly. It’s interesting how frontend modifications can really change the look and feel of an application. I want to make sure I get it just right, so the user has the best experience!


Output: schemas updated


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py from line 100 (2,983 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py from line 40 (2,456 chars)


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py')
s=p.read_text()
s=s.replace('    price_source: str | None = None\n', '    price_so...[truncated]

Explanation:
**Evaluating dataclass fields**

I'm thinking about how to approach adding fields to a dataclass and merging them. It's a straightforward task, but I want to ensure I'm covering everything necessary. I need to consider what specific fields I want to add and how to manage data integrity during the merge. I'll also have to reflect on how to maintain clarity in organizing the resulting data structure. It’s essential to do this correctly to serve the user’s needs effectively!


Output: catalog updated


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py')
s=p.read_text()
s=s.replace('from jarvis_finance.market_data.catalog imp...[truncated]

Explanation:
**Planning code changes**

I need to make some manual entry changes. I'm considering implementing helpers to streamline the process. I wonder if I need to import CatalogSearchResult since it's not already imported. While I'm at it, I should make sure to include the stable ID and use the datetime function. I think it would be helpful to add functions after the provider providers as well. Let's see how this all fits together!


Output: manual service updated


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/crypto_service.py')
s=p.read_text()
s=s.replace('from decimal import Decimal\n', 'from decimal imp...[truncated]


Output: crypto service updated


Explanation:
**Running backend tests**

I want to ensure that the import order is correct, so I’ll check that first. It's good to have that linting in place. Then I need to move on to running backend tests to see if everything is functioning smoothly. It’s crucial to pinpoint any issues that may arise before moving forward, so I'm focused on getting this right. Let's keep an eye on the process!


Output:
...                                                                      [100%]
3 passed in 0.59s


<template>
  <div class="space-y-5">
    <LoadActionBar testid="add-position-page" title="Position hinzufügen" description="Review → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur ...[truncated]

Explanation:
**Updating frontend code**

I need to gather the frontend code, updating the types and positions API filters. It seems like rewriting the PositionAddPage could make things simpler and more complete. I also need to adjust the CryptoPage due to the one-line template being truncated. Maybe using read_file can help me reconstruct the necessary portions. So, I’ll focus on writing the full PositionAddPage and ensuring the syntax is correct throughout the process.


No linter for .vue files


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/frontend/src/api/types.ts')
s=p.read_text()
s=s.replace("export interface CryptoPositionDetail extends CryptoPosition { wallet...[truncated]


Output: frontend api types updated


<template>
  <div class="space-y-4">
    <LoadActionBar testid="refresh-crypto" title="Crypto" description="Lokales Vue User-Dashboard: keine Provider-Abfragen beim Rendern." :loading="loading" @load=...[truncated]

Explanation:
**Planning crypto template rewrite**

It looks like I'm working on a rewrite for the CryptoPage and I need to keep the tests intact while creating a simpler template. I want to use the AllocationBars side-by-side with a wrapper that includes a data-testid. I’ll also need to incorporate coingecko_info and make live data optional. Alright, imports are on my list too! Let’s make this work smoothly while ensuring everything functions as needed.


<section :data-testid="testid" class="rounded-2xl border border-slate-800 bg-slate-900/80 p-4 shadow-lg shadow-black/20">

<section :data-testid="testid" :class="compact ? 'rounded-2xl border border-slate-800 bg-slate-900/80 p-3 shadow-lg shadow-black/20' : 'rounded-2xl border border-slate-800 bg-slate-900/80 p-4 shadow-lg shadow-black/20'">

Explanation:
**Examining component props**

I'm looking into the issue with the "compact" prop for AllocationBars not being accepted. It seems like Vue allows some extraneous properties, which is tricky since it leads to a compile failure. I think I'll need to update the component to accept the prop without errors, maybe by adjusting the compact classes to reduce vertical space. There’s quite a bit to consider here with compatibility!


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/AllocationBars.vue (943 chars result)


const props = withDefaults(defineProps<{ title: string; eyebrow?: string; testid?: string; items: Array<{ label: string; value: number | string | null | undefined; valueLabel?: string }> }>(), { eyebr...[truncated]

const props = withDefaults(defineProps<{ title: string; eyebrow?: string; testid?: string; compact?: boolean; items: Array<{ label: string; value: number | string | null | undefined; valueLabel?: stri...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/AllocationBars.vue (1,175 chars result)


    { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich und Contribution werden nicht in v1.1 gebaut.') },
    { path: '/analysis/backtest...[truncated]

    { path: '/analysis/performance', name: 'performance-later', ...later('Performance, später', 'Performancevergleich wird nicht in diesem Sprint gebaut.') },
    { path: '/analysis/contribution', nam...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/router/index.ts (1,906 chars result)


const planningItems = [{ to: '/planning/budget', label: 'Budget, später' }, { to: '/planning/finance', label: 'Finanzplanung, später' }, { to: '/planning/goals', label: 'Ziele, später' }]
const analys...[truncated]

const planningItems = [{ to: '/planning/budget', label: 'Budget, später' }, { to: '/planning/finance', label: 'Finanzplanung, später' }]
const analysisItems = [{ to: '/analysis/performance', label: 'P...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/components/SidebarNav.vue (1,504 chars result)


terminal

npm test -- --run src/pages/VueCockpitV11.test.ts src/pages/CryptoPage.test.ts


[terminal] ran `npm test -- --run src/pages/VueCockpitV11.test.ts src/pages/CryptoPage.test.ts` -> exit 0, 1 lines output


Output:
........                                                                 [100%]
8 passed in 0.89s


todo

Provider Search, Preview/Confirm, Crypto readmodels/Layout, Detail-Charts und Roadmap-Code inspizieren

Gezielte v1.2.1 Regressionstests ergänzen und RED verifizieren

Backend DTO/Provider-Dedupe/Ranking/Filter, CoinGecko Cache-Detail und Sparkline-Daten ergänzen

Vue UX: Suchkarten/Filter, Zusammenfassung prüfen/Final hinzufügen, Crypto kompakt/Charts/Details/Roadmap umsetzen

compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen


[todo] updated task list


Explanation:
**Verifying code processes**

I need to ensure everything is double-checked. This means compiling my Python code, running tests with pytest, conducting an npm test, and building the project. I might also want to run scans to catch anything missed. And I should probably inspect the git diff to see all the changes that have been made. It’s essential to cover all bases; I don’t want any surprises later on!


[terminal] ran `git status --short` -> exit 0, 1 lines output


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


patch

def _candidate_key(item: CatalogSearchResult) -> tuple[str, ...]:
    if item.isin:
        return ("isin", item.isin.upper())
    if item.provider_symbol:
        return ("provider_symbol", (item.pro...[truncated]

def _candidate_key(item: CatalogSearchResult) -> tuple[str, ...]:
    if item.isin:
        return ("isin", item.isin.upper(), (item.exchange or "").upper(), (item.trading_currency or item.instrument_...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py (1,103 chars result)


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py')
s=p.read_text()
insert=r'''

def _dedupe_provider_results(results: list[...[truncated]


Output: compat fixes


Output:
...                                                                      [100%]
3 passed in 0.61s


[Your active task list was preserved across context compression]
- [>] verify. compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen (in_progress)
- [ ] commit-push. Commit erstellen, pushen und Remote-Hash verifizieren (pending)
- [ ] report. Abschlussbericht mit Statusmatrix, Tests, Hash, Push und Grenzen liefern (pending)


Explanation:
**Continuing with tasks**

I need to keep moving forward. I’m considering loading the relevant skills for the task related to GitHub workflows and testing. It might be necessary to load the GitHub PR workflow for requesting code reviews. Also, I loaded finance earlier, but it seems compaction isn’t active. Using skills is mandatory if they’re relevant, so I’ll check the skill view to confirm what I need to do next.


[skill_view] name=github-pr-workflow (13,720 chars)


[skill_view] name=requesting-code-review (9,856 chars)


[skill_view] name=finance-system-architecture (59,019 chars)


Explanation:
**Verifying tests and scripts**

I need to continue verifying the situation. Some tests have failed, and I've only fixed a part of the issues. It’s important to rerun the entire pytest, npm build, and do a secret scan. I also need to inspect the scripts for any safety concerns. This feels crucial in making sure everything is running smoothly and securely! Let’s get to it and make sure we cover all bases.


[search_files] files search for '*git*safety*' in /home/agent/.hermes/repos/FinanceManager -> 6 matches


[search_files] files search for 'package.json' in /home/agent/.hermes/repos/FinanceManager -> 10 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/package.json from line 1 (1,021 chars)


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


[terminal] ran `npm test -- --run && npm run build` -> exit 0, 1 lines output


Explanation:
**Ensuring safety in development**

I'm thinking about how to ensure safety before proceeding. It seems I need to remove the dist/cache directories. I might consider using a Git command, or maybe I should look into a Python module that can help with that. Inspecting the pyproject file for any CLI commands could be the right next step too. I want to be careful and methodical in this process to avoid any issues later on!


[terminal] ran `git status --short --ignored | head -80` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py from line 1 (16,224 chars)


terminal

rm -rf .pytest_cache frontend/dist frontend/tsconfig.tsbuildinfo src/jarvis_finance.egg-info src/jarvis_finance/**/__pycache__ tests/**/__pycache__ tests/__pycache__

Explanation:
**Running safety scans**

First, I need to clean artifacts. Then, I’ll focus on safety. It sounds like I should run a secret scan, perhaps using `grep` to check for differences in changed files, but I’m not sure if terminal allows that. It seems I can use terminal for Git commands. I’ll run `python -m jarvis_finance.cli.main git-safety-scan .`, which may involve using the package. I just want to ensure I’m doing everything correctly!


python -m jarvis_finance.cli.main git-safety-scan .

git diff -- . ':(exclude)frontend/package-lock.json' | grep '^+' | grep -iE '(api[_-]?key|secret|password|passwd|token)\s*[:=]\s*["'"''][^"'"'']{6,}' || true


[terminal] ran `python -m jarvis_finance.cli.main git-safety-scan .` -> exit 1, 1 lines output


rm -rf frontend/node_modules .pytest_cache frontend/dist frontend/tsconfig.tsbuildinfo src/jarvis_finance.egg-info src/jarvis_finance/**/__pycache__ tests/**/__pycache__ tests/__pycache__ && python -m jarvis_finance.cli.main git-safety-scan .

Explanation:
**Thinking about node_modules**

I need to consider whether to remove the node_modules directory. It's ignored, but safety scans it, and it could become quite large. Since I don't need it right now, I’m thinking about using `rm -rf node_modules`, but I might need it later. The package-lock could be important, and I can always reinstall if necessary. I plan to remove node_modules and then rerun safety checks. Maybe I should have an independent review after staging and delegate some of these tasks. First, I need to verify everything is good.


Independent pre-commit code review for FinanceManager. Inspect the current uncommitted git diff in /home/agent/.hermes/repos/FinanceManager and return a concise JSON-like verdict: passed boolean, secu...[truncated]

Context: Repo path: /home/agent/.hermes/repos/FinanceManager. The intended change: v1.2.1 provider search/preview-confirm UX, provider dedupe/ranking/filter DTOs, CoinGecko cached crypto detail info/sparkline/...[truncated]

Explanation:
**Evaluating git diff process**

I need to compile everything after cleaning it up. It’s crucial to inspect the differences before a full review, but the diff might be huge. I should consider using `git diff --stat` for a quick look and think about delegating the diff task. Running `git diff` might yield a large output, so I want to delegate tasks with specific repo paths to inspect the current diff more efficiently. The subagent will need the appropriate tools to execute this.


[delegate_task] 'Independent pre-commit code review for FinanceManager. In...' (4,662 chars result)


Explanation:
**Evaluating preview settings**

I see I need to address a potential issue with the preview side effect. Current tests seem to expect that the preview materializes, but the user task mentions the Provider Candidate Preview and confirmation without needing to insert it. Maybe I should adjust the preview so it doesn't insert but still includes candidate info. It sounds like I need to check the tests again to ensure they focus only on confirmation inserts. I'll read the test to clarify.


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py from line 120 (11,277 chars)


Explanation:
**Inspecting service functions**

I think I need to look into fixing the tests because they might not be persisting properly. It seems important to check how everything is working, especially the service functions. I want to make sure that everything is operating as it should, so I’ll take some time to inspect those functions and also check to see if previews are functioning correctly. Getting this right really matters for achieving consistent outcomes!


     1|from __future__ import annotations
     2|
     3|from datetime import UTC, datetime
     4|from decimal import Decimal, InvalidOperation
     5|import json
     6|from sqlite3 import Connection
     7|from uuid import uuid4
     8|
     9|from fastapi import HTTPException
    10|
    11|from jarvis_finance.api.schemas.positions import (
    12|    ActionItem,
    13|    AuditEntry,
    14|    CashConfirmRequest,
    15|    CashPositionDetail,
    16|    CashPreviewRequest,
    17|    CleanupPreviewResponse,
    18|    ConfirmResponse,
    19|    ContainerConfirmRequest,
    20|    ContainerPreviewRequest,
    21|    GenericConfirmRequest,
    22|    InstrumentSearchCandidate,
    23|    InstrumentSearchRequest,
    24|    PositionConfirmRequest,
    25|    PositionPreviewRequest,
    26|    PreviewResponse,
    27|    PricePoint,
    28|    ProviderSearchResponse,
    29|    ReferenceAccount,
    30|    RemovePositionPreviewResponse,
    31|)
    32|from jarvis_finance.equity.cleanup import apply_review_test_equity_cleanup, identify_review_test_equity_artifacts
    33|from jarvis_finance.fx.rates import resolve_fx_rate_to_chf
    34|from jarvis_finance.imports.common import stable_id
    35|from jarvis_finance.market_data.catalog import (
    36|    CatalogSearchResult,
    37|    FmpSearchProvider,
    38|    FinnhubSymbolLookupProvider,
    39|    MassiveLookupProvider,
    40|    OpenFigiLookupProvider,
    41|    TwelveDataLookupProvider,
    42|    search_instruments as search_catalog_instruments,
    43|)
    44|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text
    45|from jarvis_finance.services.cash_service import get_cash_summary
    46|from jarvis_finance.services.equity_service import get_equity_position
    47|
    48|
    49|def _now() -> str:
    50|    return datetime.now(UTC).replace(microsecond=0).isoformat().replace("+00:00", "Z")
    51|
    52|
    53|def _uuid(prefix: str) -> str:
    54|    return f"{prefix}_{uuid4().hex[:16]}"
    55|
    56|
    57|def _decimal(value: str, field: str) -> Decimal:
    58|    try:
    59|        parsed = Decimal(str(value))
    60|    except (InvalidOperation, ValueError) as exc:
    61|        raise HTTPException(status_code=422, detail=f"Invalid decimal for {field}") from exc
    62|    if parsed <= 0:
    63|        raise HTTPException(status_code=422, detail=f"{field} must be positive")
    64|    return parsed
    65|
    66|
    67|def _normalise_transaction_type(value: str, asset_class: str | None = None) -> str:
    68|    key = value.strip().lower().replace(" ", "_").replace("-", "_")
    69|    if key in {"initial_snapshot", "initial"}:
    70|        return "initial_cash_snapshot" if asset_class == "cash" else "initial_position_snapshot"
    71|    mapping = {
    72|        "kauf": "buy",
    73|        "buy": "buy",
    74|        "cash_einzahlung": "cash_deposit",
    75|        "cash_deposit": "cash_deposit",
    76|        "einzahlung": "cash_deposit",
    77|        "cash_auszahlung": "cash_withdrawal",
    78|        "cash_withdrawal": "cash_withdrawal",
    79|        "auszahlung": "cash_withdrawal",
    80|    }
    81|    return mapping.get(key, key)
    82|
    83|
    84|def _audit(conn: Connection, *, action: str, entity_type: str, entity_id: str, payload: dict, note: str, quality_status: str = "ok") -> str:
    85|    audit_id = _uuid("audit")
    86|    ts = _now()
    87|    conn.execute(
    88|        """
    89|        INSERT INTO audit_log(audit_id, timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json, user_text_note, confirmed, confirmation_timestamp, created_by, quality_status, created_at)
    90|        VALUES (?, ?, 'vue_dashboard', ?, ?, ?, NULL, ?, ?, 1, ?, 'user', ?, ?)
    91|        """,
    92|        (audit_id, ts, action, entity_type, entity_id, json.dumps(payload, sort_keys=True), note, ts, quality_status, ts),
    93|    )
    94|    return audit_id
    95|
    96|
    97|def list_reference_accounts(conn: Connection) -> list[ReferenceAccount]:
    98|    rows = conn.execute(
    99|        """
   100|        SELECT a.account_id, p.name AS platform, a.account_name, a.account_type, a.currency
   101|        FROM accounts a JOIN platforms p ON p.platform_id = a.platform_id
   102|        WHERE a.is_active = 1
   103|        ORDER BY p.name, a.account_name
   104|        """
   105|    ).fetchall()
   106|    return [ReferenceAccount(account_id=r["account_id"], label=f"{r['platform']} · {r['account_name']}", account_type=r["account_type"], currency=r["currency"]) for r in rows]
   107|
   108|
   109|def search_instruments(conn: Connection, request: InstrumentSearchRequest) -> list[InstrumentSearchCandidate]:
   110|    q = f"%{request.query.strip().lower()}%"
   111|    asset = request.asset_class.lower()
   112|    allowed = ("stock", "etf") if asset in {"stock", "equity", "etf"} else (asset,)
   113|    rows = conn.execute(
   114|        f"""
   115|        SELECT instrument_id, asset_class, name, ticker, isin, exchange, currency
   116|        FROM instruments
   117|        WHERE is_active = 1 AND lower(asset_class) IN ({','.join('?' for _ in allowed)})
   118|          AND (lower(name) LIKE ? OR lower(ticker) LIKE ? OR lower(isin) LIKE ?)
   119|        ORDER BY name
   120|        LIMIT 12
   121|        """,
   122|        (*allowed, q, q, q),
   123|    ).fetchall()
   124|    return [
   125|        InstrumentSearchCandidate(
   126|            candidate_id=r["instrument_id"],
   127|            label=r["name"],
   128|            asset_class=r["asset_class"],
   129|            isin=r["isin"] or "",
   130|            ticker=r["ticker"] or "",
   131|            exchange=r["exchange"] or "",
   132|            currency=r["currency"] or "",
   133|            provider="local",
   134|            confidence_label="Lokal gespeichert",
   135|            review_required=False,
   136|        )
   137|        for r in rows
   138|    ]
   139|
   140|
   141|def _chf_amount(amount: str | None, rate: Decimal | None) -> str | None:
   142|    if amount in (None, "") or rate is None:
   143|        return None
   144|    return decimal_text(Decimal(str(amount)) * rate, 2)
   145|
   146|
   147|def _fx_for_explicit_save(conn: Connection, *, currency: str, trade_date: str | None) -> tuple[str, str | None, str | None, str | None]:
   148|    cur = currency.upper()
   149|    result = resolve_fx_rate_to_chf(conn, base_currency=cur, rate_date=trade_date, persist=True, resolve_fixed=True)
   150|    if result.rate is None:
   151|        return "missing", None, None, result.warning or "FX fehlt: Speichern bleibt möglich, CHF-Wert bleibt leer."
   152|    status = "not_needed" if cur == "CHF" else "ok"
   153|    source = result.source
   154|    return status, format(result.rate, "f"), source, None
   155|
   156|
   157|def _provider_search_providers():
   158|    return [FmpSearchProvider(), FinnhubSymbolLookupProvider(), TwelveDataLookupProvider(), OpenFigiLookupProvider(), MassiveLookupProvider()]
   159|
   160|
   161|_DERIVATIVE_TOKENS = ("CDR", "ADR", "GDR", "WARRANT", "CERTIFICATE", "DERIVATIVE", "RIGHT", "NOTE")
   162|_MAIN_EXCHANGES = {"NASDAQ", "NYSE", "NYSEARCA", "SIX", "XETRA", "LSE", "TSX"}
   163|
   164|
   165|def _is_derivative_like(result: CatalogSearchResult) -> bool:
   166|    text = " ".join([result.name or "", result.security_type or "", result.evidence_note or ""]).upper()
   167|    return any(token in text for token in _DERIVATIVE_TOKENS)
   168|
   169|
   170|def _confidence_label(result: CatalogSearchResult) -> str:
   171|    if "provider conflict" in (result.evidence_note or "").lower():
   172|        return "Manuell prüfen"
   173|    if result.confidence == "high":
   174|        return "Eindeutig"
   175|    if result.confidence == "medium":
   176|        return "Wahrscheinlich"
   177|    if result.ticker or result.isin:
   178|        return "Unsicher"
   179|    return "Manuell prüfen"
   180|
   181|
   182|def _search_rank(result: CatalogSearchResult, request: InstrumentSearchRequest) -> tuple[int, int, str]:
   183|    q = request.query.strip().upper()
   184|    currency = (request.currency or "").upper()
   185|    exchange = (request.exchange or "").upper()
   186|    result_currency = (result.trading_currency or result.instrument_currency or "").upper()
   187|    result_exchange = (result.exchange or result.provider_market or "").upper()
   188|    rank = 100
   189|    if result.isin and result.isin.upper() == q:
   190|        rank = 0
   191|    elif result.ticker and result.ticker.upper() == q and (not exchange or result_exchange == exchange) and (not currency or result_currency == currency):
   192|        rank = 1
   193|    elif result.ticker and result.ticker.upper() == q:
   194|        rank = 2
   195|    elif normalize_text(result.name) == normalize_text(request.query):
   196|        rank = 3
   197|    elif q in normalize_text(result.name).upper().split():
   198|        rank = 4
   199|    else:
   200|        rank = 8
   201|    penalty = 0
   202|    if result_exchange in _MAIN_EXCHANGES:
   203|        penalty -= 2
   204|    if _is_derivative_like(result):
   205|        penalty += 20
   206|    if result.confidence == "low":
   207|        penalty += 5
   208|    return (rank, penalty, result.name.lower())
   209|
   210|
   211|def normalize_text(value: str | None) -> str:
   212|    return " ".join(str(value or "").replace("-", " ").split()).lower()
   213|
   214|
   215|def _provider_warning_label(code: str) -> str:
   216|    lowered = code.lower()
   217|    if "api_key_missing" in lowered:
   218|        return "API-Key fehlt"
   219|    if "rate_limited" in lowered:
   220|        return "Rate Limit"
   221|    if "network" in lowered:
   222|        return "Provider nicht erreichbar"
   223|    if "endpoint_restricted" in lowered:
   224|        return "Endpoint eingeschränkt"
   225|    if "auth_failed" in lowered:
   226|        return "API-Key ungültig oder Provider nicht autorisiert"
   227|    if "provider_error" in lowered or "lookup_unavailable" in lowered:
   228|        return "Backend-/Provider-Fehler"
   229|    return code
   230|
   231|
   232|def _passes_provider_filters(result: CatalogSearchResult, request: InstrumentSearchRequest) -> bool:
   233|    if request.hide_cdr_adr_derivatives and _is_derivative_like(result):
   234|        return False
   235|    if request.country and request.country.upper() not in {"ALL", "ALLE"} and (result.country or "").upper() != request.country.upper():
   236|        return False
   237|    if request.currency and request.currency.upper() not in {"ALL", "ALLE"}:
   238|        if (result.trading_currency or result.instrument_currency or "").upper() != request.currency.upper():
   239|            return False
   240|    if request.exchange and request.exchange.upper() not in {"ALL", "ALLE"}:
   241|        if (result.exchange or result.provider_market or "").upper() != request.exchange.upper():
   242|            return False
   243|    if request.main_listing_only:
   244|        ex = (result.exchange or result.provider_market or "").upper()
   245|        if ex and ex not in _MAIN_EXCHANGES:
   246|            return False
   247|    return True
   248|
   249|
   250|def _ensure_instrument_from_request(conn: Connection, request: PositionPreviewRequest) -> str | None:
   251|    instrument_id = request.instrument_id or None
   252|    if instrument_id and conn.execute("SELECT instrument_id FROM instruments WHERE instrument_id=?", (instrument_id,)).fetchone():
   253|        return instrument_id
   254|    candidate_id = request.candidate_id or None
   255|    if candidate_id and conn.execute("SELECT instrument_id FROM instruments WHERE instrument_id=?", (candidate_id,)).fetchone():
   256|        return candidate_id
   257|    catalog = conn.execute("SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?", (candidate_id,)).fetchone() if candidate_id else None
   258|    if catalog:
   259|        existing = None
   260|        if catalog["isin"]:
   261|

Use offset=261 to continue reading (showing 1-260 of 647 lines)


   250|def _ensure_instrument_from_request(conn: Connection, request: PositionPreviewRequest) -> str | None:
   251|    instrument_id = request.instrument_id or None
   252|    if instrument_id and conn.execute("SELECT instrument_id FROM instruments WHERE instrument_id=?", (instrument_id,)).fetchone():
   253|        return instrument_id
   254|    candidate_id = request.candidate_id or None
   255|    if candidate_id and conn.execute("SELECT instrument_id FROM instruments WHERE instrument_id=?", (candidate_id,)).fetchone():
   256|        return candidate_id
   257|    catalog = conn.execute("SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?", (candidate_id,)).fetchone() if candidate_id else None
   258|    if catalog:
   259|        existing = None
   260|        if catalog["isin"]:
   261|            existing = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, '')", (catalog["isin"], catalog["exchange"])).fetchone()
   262|        if existing:
   263|            return existing["instrument_id"]
   264|        instrument_id = stable_id("instrument", catalog["isin"] or "", catalog["ticker"] or "", catalog["exchange"] or "", catalog["name"])
   265|        ts = _now()
   266|        conn.execute(
   267|            """
   268|            INSERT OR IGNORE INTO instruments(instrument_id, asset_class, name, ticker, isin, exchange, currency, country, provider_symbol, data_provider_primary, trading_currency, instrument_status, valuation_policy, notes, created_at, updated_at)
   269|            VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'unknown', 'live_price', ?, ?, ?)
   270|            """,
   271|            (instrument_id, catalog["asset_class"], catalog["name"], catalog["ticker"], catalog["isin"], catalog["exchange"], catalog["instrument_currency"] or catalog["trading_currency"] or request.currency.upper(), catalog["country"], catalog["provider_symbol"], catalog["provider"] or catalog["source"], catalog["trading_currency"] or request.currency.upper(), "Materialized from explicit Vue provider-search selection; no provider call during preview/confirm.", ts, ts),
   272|        )
   273|        return instrument_id
   274|    if request.name or request.ticker or request.isin:
   275|        instrument_id = stable_id("instrument", request.isin or "", request.ticker or "", request.name or "", request.currency.upper())
   276|        ts = _now()
   277|        conn.execute(
   278|            """
   279|            INSERT OR IGNORE INTO instruments(instrument_id, asset_class, name, ticker, isin, exchange, currency, trading_currency, instrument_status, valuation_policy, notes, created_at, updated_at)
   280|            VALUES (?, ?, ?, ?, ?, '', ?, ?, 'unknown', 'live_price', ?, ?, ?)
   281|            """,
   282|            (instrument_id, request.asset_class.lower(), request.name or request.ticker or request.isin or "Manuelles Instrument", request.ticker, request.isin, request.currency.upper(), request.currency.upper(), "Materialized from manual Vue input; explicit review required.", ts, ts),
   283|        )
   284|        return instrument_id
   285|    return None
   286|
   287|
   288|
   289|def _dedupe_provider_results(results: list[CatalogSearchResult]) -> list[CatalogSearchResult]:
   290|    merged: dict[tuple[str, ...], CatalogSearchResult] = {}
   291|    for result in results:
   292|        key = ("isin", result.isin.upper()) if result.isin else (("provider", (result.provider or result.source or "").lower(), (result.provider_symbol or result.ticker or "").upper(), (result.exchange or result.provider_market or "").upper()))
   293|        existing = merged.get(key)
   294|        if existing is None:
   295|            merged[key] = result
   296|            continue
   297|        providers = sorted({p for p in [existing.provider, result.provider] if p})
   298|        sources = sorted({p for p in [existing.source, result.source] if p})
   299|        existing.provider = "+".join(providers) if providers else existing.provider
   300|        existing.source = "+".join(sources) if sources else existing.source
   301|        if _confidence_label(existing) != "Manuell prüfen" and _confidence_label(result) != "Manuell prüfen":
   302|            existing.confidence = "high" if existing.confidence in {"medium", "high"} or result.confidence in {"medium", "high"} else existing.confidence
   303|        existing.exchange_name = existing.exchange_name or result.exchange_name
   304|        existing.mic = existing.mic or result.mic
   305|        existing.security_type = existing.security_type or result.security_type
   306|        existing.last_price = existing.last_price or result.last_price
   307|        existing.price_currency = existing.price_currency or result.price_currency
   308|        existing.price_date = existing.price_date or result.price_date
   309|        existing.country = existing.country or result.country
   310|    return list(merged.values())
   311|
   312|def provider_search_instruments(conn: Connection, request: InstrumentSearchRequest) -> ProviderSearchResponse:
   313|    if not request.query.strip():
   314|        raise HTTPException(status_code=422, detail="Search query required")
   315|    results, warnings = search_catalog_instruments(conn, request.query, request.asset_class, providers=_provider_search_providers())
   316|    filtered = _dedupe_provider_results([r for r in results if _passes_provider_filters(r, request)])
   317|    filtered.sort(key=lambda r: _search_rank(r, request))
   318|    candidates = [
   319|        InstrumentSearchCandidate(
   320|            candidate_id=r.catalog_entry_id or stable_id("candidate", r.source, r.name, r.isin or "", r.ticker or "", r.exchange or ""),
   321|            label=r.name,
   322|            asset_class=r.asset_class,
   323|            isin=r.isin or "",
   324|            ticker=r.ticker or "",
   325|            exchange=r.exchange or r.provider_market or "",
   326|            currency=r.trading_currency or r.instrument_currency or request.currency or "",
   327|            provider=r.provider or r.source,
   328|            exchange_name=r.exchange_name or "",
   329|            mic=r.mic or r.provider_market or "",
   330|            country=r.country or "",
   331|            security_type=r.security_type or "",
   332|            last_price=r.last_price,
   333|            price_currency=r.price_currency,
   334|            price_date=r.price_date,
   335|            confidence_label=_confidence_label(r),
   336|            review_required=_confidence_label(r) != "Eindeutig",
   337|        )
   338|        for r in filtered[:12]
   339|    ]
   340|    ui_warnings = [_provider_warning_label(w) for w in warnings]
   341|    if not candidates:
   342|        ui_warnings.append("Kein Treffer")
   343|    if len(candidates) > 1:
   344|        ui_warnings.append("Mehrdeutige Treffer")
   345|    return ProviderSearchResponse(candidates=candidates, warnings=sorted(set(ui_warnings)), selection_required=True)
   346|
   347|
   348|def preview_cash(conn: Connection, request: CashPreviewRequest) -> PreviewResponse:
   349|    _decimal(request.amount, "amount")
   350|    account = conn.execute("SELECT account_id FROM accounts WHERE account_id=?", (request.account_id,)).fetchone()
   351|    if not account:
   352|        raise HTTPException(status_code=404, detail="Account not found")
   353|    fx_status = "not_needed" if request.currency.upper() == "CHF" else "missing"
   354|    warnings = [] if fx_status == "not_needed" else ["FX fehlt: Speichern bleibt möglich, CHF-Wert wird leer markiert."]
   355|    amount_chf = decimal_text(request.amount, 2) if fx_status == "not_needed" else None
   356|    return PreviewResponse(preview_id=_uuid("preview"), summary=f"{request.transaction_type} {request.currency.upper()} {request.amount}", amount_chf=amount_chf, fx_status=fx_status, warnings=warnings)
   357|
   358|
   359|def confirm_cash(conn: Connection, request: CashConfirmRequest) -> ConfirmResponse:
   360|    if not request.confirm:
   361|        raise HTTPException(status_code=400, detail="Explicit confirm required")
   362|    preview = preview_cash(conn, request)
   363|    balance_id = _uuid("tx")
   364|    ts = _now()
   365|    fx_rate = "1" if request.currency.upper() == "CHF" else None
   366|    quality = "ok" if request.currency.upper() == "CHF" else "missing_fx"
   367|    amount = str(_decimal(request.amount, "amount"))
   368|    transaction_type = _normalise_transaction_type(request.transaction_type, "cash")
   369|    conn.execute(
   370|        """
   371|        INSERT INTO transactions(transaction_id, transaction_type, account_id, trade_date, gross_amount_original, net_amount_original, currency_original, fx_rate_to_chf, fx_status, gross_amount_chf, net_amount_chf, source_type, is_confirmed, quality_status, notes, created_at)
   372|        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'vue_manual_cash', 1, ?, ?, ?)
   373|        """,
   374|        (balance_id, transaction_type, request.account_id, request.booking_date, amount, amount, request.currency.upper(), fx_rate, "ok" if fx_rate else "missing", preview.amount_chf, preview.amount_chf, quality, request.note, ts),
   375|    )
   376|    conn.execute(
   377|        """
   378|        INSERT INTO cash_balances(cash_balance_id, account_id, balance_date, currency, amount_original, fx_rate_to_chf, amount_chf, source_type, quality_status, notes, created_at)
   379|        VALUES (?, ?, ?, ?, ?, ?, ?, 'vue_manual_cash', ?, ?, ?)
   380|        """,
   381|        (_uuid("cash"), request.account_id, request.booking_date, request.currency.upper(), amount, fx_rate, preview.amount_chf, quality, request.note, ts),
   382|    )
   383|    audit_id = _audit(conn, action="cash_confirm", entity_type="cash_position", entity_id=f"{request.account_id}:{request.currency.upper()}", payload=request.model_dump(), note=request.note, quality_status=quality)
   384|    conn.commit()
   385|    return ConfirmResponse(status="confirmed", entity_id=f"{request.account_id}:{request.currency.upper()}", audit_id=audit_id, message="Cash gespeichert")
   386|
   387|
   388|def preview_position(conn: Connection, request: PositionPreviewRequest) -> PreviewResponse:
   389|    _decimal(request.quantity, "quantity")
   390|    account = conn.execute("SELECT account_id FROM accounts WHERE account_id=?", (request.account_id,)).fetchone()
   391|    if not account:
   392|        raise HTTPException(status_code=404, detail="Account not found")
   393|    instrument_id = _ensure_instrument_from_request(conn, request)
   394|    inst = conn.execute("SELECT name, currency, asset_class, ticker, isin, exchange FROM instruments WHERE instrument_id=?", (instrument_id,)).fetchone() if instrument_id else None
   395|    if not inst:
   396|        raise HTTPException(status_code=404, detail="Instrument not found")
   397|    currency = request.currency.upper()
   398|    fx_status, fx_rate, _fx_source, fx_warning = _fx_for_explicit_save(conn, currency=currency, trade_date=request.trade_date)
   399|    warnings = [fx_warning] if fx_warning else []
   400|    amount_chf = _chf_amount(request.cost_basis_original, Decimal(fx_rate) if fx_rate else None)
   401|    return PreviewResponse(preview_id=_uuid("preview"), asset_class=request.asset_class.lower(), summary=f"{inst['name']} · {request.quantity} · {currency}", amount_chf=amount_chf, fx_status=fx_status, warnings=warnings)
   402|
   403|
   404|def confirm_position(conn: Connection, request: PositionConfirmRequest) -> ConfirmResponse:
   405|    if not request.confirm:
   406|        raise HTTPException(status_code=400, detail="Explicit confirm required")
   407|    preview_position(conn, request)
   408|    instrument_id = _ensure_instrument_from_request(conn, request)
   409|    tx_id = _uuid("tx")
   410|

Use offset=410 to continue reading (showing 250-409 of 647 lines)


     1|from __future__ import annotations
     2|
     3|from decimal import Decimal
     4|import json
     5|from sqlite3 import Connection
     6|
     7|from fastapi import HTTPException
     8|
     9|from jarvis_finance.api.schemas.positions import ActionItem, CoinGeckoInfo, CryptoPosition, CryptoPositionDetail, PricePoint, WalletAllocation, WalletCoin, WalletDetail, WalletSummary
    10|from jarvis_finance.crypto.holdings import calculate_crypto_holdings
    11|from jarvis_finance.dashboard import data as dashboard_data
    12|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text, status_label
    13|
    14|
    15|
    16|
    17|def _coingecko_info_from_cache(conn: Connection, asset_id: str) -> CoinGeckoInfo | None:
    18|    row = conn.execute("SELECT notes FROM crypto_assets WHERE asset_id=?", (asset_id,)).fetchone()
    19|    if not row or not row["notes"]:
    20|        return None
    21|    try:
    22|        payload = json.loads(row["notes"])
    23|    except (TypeError, json.JSONDecodeError):
    24|        return None
    25|    info = payload.get("coingecko") if isinstance(payload, dict) else None
    26|    if not isinstance(info, dict):
    27|        return None
    28|    return CoinGeckoInfo(
    29|        market_cap_rank=info.get("market_cap_rank"),
    30|        market_cap=str(info.get("market_cap")) if info.get("market_cap") is not None else None,
    31|        volume_24h=str(info.get("volume_24h")) if info.get("volume_24h") is not None else None,
    32|        change_24h_pct=str(info.get("change_24h_pct")) if info.get("change_24h_pct") is not None else None,
    33|        change_7d_pct=str(info.get("change_7d_pct")) if info.get("change_7d_pct") is not None else None,
    34|        homepage=info.get("homepage"),
    35|        image_url=info.get("image_url") or info.get("logo_url"),
    36|    )
    37|
    38|def _latest_crypto_price(conn: Connection, asset_id: str, currency: str = "CHF"):
    39|    return conn.execute(
    40|        """
    41|        SELECT price, quality_status, fetched_at, provider_timestamp
    42|        FROM crypto_prices
    43|        WHERE asset_id = ? AND price_currency = ?
    44|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC
    45|        LIMIT 1
    46|        """,
    47|        (asset_id, currency.upper()),
    48|    ).fetchone()
    49|
    50|
    51|def _portfolio_total(rows: list[dict[str, object]]) -> Decimal:
    52|    return sum((dashboard_data.d(row.get("_sort_value_chf")) for row in rows), Decimal("0"))
    53|
    54|
    55|def _coingecko_url(row: dict[str, object]) -> str | None:
    56|    coin_id = row.get("coingecko_id") or row.get("_coingecko_id")
    57|    if not coin_id:
    58|        return None
    59|    return f"https://www.coingecko.com/en/coins/{coin_id}"
    60|
    61|
    62|def list_crypto_positions(conn: Connection) -> list[CryptoPosition]:
    63|    rows = list(dashboard_data.get_crypto_coin_summary(conn, admin_mode=True))
    64|    total = _portfolio_total(rows)
    65|    positions: list[CryptoPosition] = []
    66|    for row in rows:
    67|        asset_id = str(row.get("asset_id") or row.get("_asset_id") or row.get("coin", ""))
    68|        price_row = conn.execute(
    69|            "SELECT price FROM crypto_prices WHERE asset_id = ? AND price_currency = 'CHF' ORDER BY fetched_at DESC LIMIT 1",
    70|            (asset_id,),
    71|        ).fetchone()
    72|        value = dashboard_data.d(row.get("_sort_value_chf"))
    73|        share = Decimal("0") if total == 0 else (value / total * Decimal("100"))
    74|        positions.append(
    75|            CryptoPosition(
    76|                asset_id=asset_id,
    77|                name=str(row.get("coin", "")),
    78|                symbol=str(row.get("symbol", "")),
    79|                quantity_total=decimal_text(row.get("gesamtmenge")),
    80|                price_chf=optional_decimal_text(row.get("price_chf") or row.get("_price_chf") or (price_row["price"] if price_row else None)),
    81|                market_value_chf=optional_decimal_text(value, 2),
    82|                portfolio_share_pct=decimal_text(share, 2),
    83|                wallet_count=int(row.get("wallets") or 0),
    84|                price_status=status_label(row.get("price_status") or row.get("status")),
    85|                last_price_update=row.get("last_price_update") or row.get("_last_price_update") or None,
    86|                coingecko_url=_coingecko_url(row),
    87|            )
    88|        )
    89|    return positions
    90|
    91|
    92|def get_crypto_position(conn: Connection, asset_id: str) -> CryptoPositionDetail:
    93|    position = next((p for p in list_crypto_positions(conn) if p.asset_id == asset_id), None)
    94|    if position is None:
    95|        raise HTTPException(status_code=404, detail="Crypto position not found")
    96|    allocations: list[WalletAllocation] = []
    97|    rows = conn.execute(
    98|        """
    99|        SELECT w.wallet_id, w.wallet_name, h.quantity
   100|        FROM crypto_holdings h
   101|        JOIN crypto_wallets w ON w.wallet_id = h.wallet_id
   102|        WHERE h.asset_id = ?
   103|        ORDER BY w.wallet_name
   104|        """,
   105|        (asset_id,),
   106|    ).fetchall()
   107|    latest_price = _latest_crypto_price(conn, asset_id)
   108|    price = dashboard_data.d(latest_price["price"] if latest_price else "0")
   109|    for row in rows:
   110|        quantity = dashboard_data.d(row["quantity"])
   111|        value = quantity * price
   112|        allocations.append(
   113|            WalletAllocation(
   114|                wallet_id=str(row["wallet_id"]),
   115|                wallet=str(row["wallet_name"]),
   116|                quantity=decimal_text(quantity),
   117|                market_value_chf=optional_decimal_text(value, 2),
   118|            )
   119|        )
   120|    price_history = [
   121|

Use offset=121 to continue reading (showing 1-120 of 196 lines)


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py')
s=p.read_text()
# insert preview resolver after _ensure
insert = r'''

def _instrument_preview_row(conn: Connection, request: PositionPreviewRequest):
    instrument_id = request.instrument_id or None
    if instrument_id:
        inst = conn.execute("SELECT name, currency, asset_class, ticker, isin, exchange FROM instruments WHERE instrument_id=?", (instrument_id,)).fetchone()
        if inst:
            return inst
    candidate_id = request.candidate_id or None
    if candidate_id:
        inst = conn.execute("SELECT name, currency, asset_class, ticker, isin, exchange FROM instruments WHERE instrument_id=?", (candidate_id,)).fetchone()
        if inst:
            return inst
        catalog = conn.execute("SELECT name, instrument_currency AS currency, asset_class, ticker, isin, exchange FROM instrument_catalog_entries WHERE catalog_entry_id=?", (candidate_id,)).fetchone()
        if catalog:
            return catalog
    if request.name or request.ticker or request.isin:
        return {
            "name": request.name or request.ticker or request.isin or "Manuelles Instrument",
            "currency": request.currency.upper(),
            "asset_class": request.asset_class.lower(),
            "ticker": request.ticker,
            "isin": request.isin,
            "exchange": "",
        }
    return None
'''
s=s.replace('\n\n\ndef _dedupe_provider_results', insert+'\n\ndef _dedupe_provider_results')
s=s.replace('key = ("isin", result.isin.upper()) if result.isin else (("provider", (result.provider or result.source or "").lower(), (result.provider_symbol or result.ticker or "").upper(), (result.exchange or result.provider_market or "").upper()))', 'key = ("isin", result.isin.upper(), (result.exchange or result.provider_market or "").upper(), (result.trading_currency or result.instrument_currency or "").upper()) if result.isin else (("provider", (result.provider or result.source or "").lower(), (result.provider_symbol or result.ticker or "").upper(), (result.exchange or result.provider_market or "").upper(), (result.trading_currency or result.instrument_currency or "").upper()))')
s=s.replace('review_required=_confidence_label(r) != "Eindeutig",','review_required=True,')
s=s.replace('    instrument_id = _ensure_instrument_from_request(conn, request)\n    inst = conn.execute("SELECT name, currency, asset_class, ticker, isin, exchange FROM instruments WHERE instrument_id=?", (instrument_id,)).fetchone() if instrument_id else None\n', '    inst = _instrument_preview_row(conn, request)\n')
p.write_text(s)

p=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/crypto_service.py')
s=p.read_text()
s=s.replace('import json\n', 'import json\nfrom urllib.parse import urlparse\n')
s=s.replace('\n\n\ndef _coingecko_info_from_cache', '\n\ndef _safe_external_url(value: object) -> str | None:\n    if not isinstance(value, str) or not value.strip():\n        return None\n    parsed = urlparse(value.strip())\n    if parsed.scheme not in {"https", "http"} or not parsed.netloc:\n        return None\n    return value.strip()\n\n\ndef _coingecko_info_from_cache')
s=s.replace('homepage=info.get("homepage"),\n        image_url=info.get("image_url") or info.get("logo_url"),', 'homepage=_safe_external_url(info.get("homepage")),\n        image_url=_safe_external_url(info.get("image_url") or info.get("logo_url")),')
p.write_text(s)

p=Path('/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue')
s=p.read_text().replace('', '')
p.write_text(s)
print('review fixes applied')


Output: review fixes applied


from pathlib import Path
p=Path('/home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py')
s=p.read_text()
s=s.replace('    preview = client.post("/api/positions/preview", json=req).json()\n    assert preview["summary"].startswith("ALPHABET")\n    confirmed = client.post("/api/positions/confirm", json={**req, "preview_id": preview["preview_id"], "confirm": True}).json()\n', '    before = conn.execute("SELECT COUNT(*) FROM instruments WHERE isin=\'US02079K1079\'").fetchone()[0]\n    preview = client.post("/api/positions/preview", json=req).json()\n    assert preview["summary"].startswith("ALPHABET")\n    assert conn.execute("SELECT COUNT(*) FROM instruments WHERE isin=\'US02079K1079\'").fetchone()[0] == before\n    confirmed = client.post("/api/positions/confirm", json={**req, "preview_id": preview["preview_id"], "confirm": True}).json()\n')
s=s.replace('    conn.execute("UPDATE crypto_assets SET notes=? WHERE asset_id=\'btc\'", (\'{"coingecko": {"market_cap_rank": 1, "market_cap": "2000000000000", "volume_24h": "50000000000", "change_24h_pct": "2.50", "change_7d_pct": "5.00", "homepage": "https://bitcoin.org", "image_url": "https://example.test/btc.png"}}\',))', '    conn.execute("UPDATE crypto_assets SET notes=? WHERE asset_id=\'btc\'", (\'{"coingecko": {"market_cap_rank": 1, "market_cap": "2000000000000", "volume_24h": "50000000000", "change_24h_pct": "2.50", "change_7d_pct": "5.00", "homepage": "https://bitcoin.org", "image_url": "https://example.test/btc.png"}}\',))')
s += r'''

def test_crypto_detail_sanitizes_cached_coingecko_urls() -> None:
    conn = _connect(); apply_migrations(conn); _seed(conn)
    conn.execute("UPDATE crypto_assets SET notes=? WHERE asset_id='btc'", ('{"coingecko": {"homepage": "javascript:alert(1)", "image_url": "data:image/svg+xml,evil"}}',))
    conn.commit()
    client = _client(conn)

    detail = client.get("/api/crypto/positions/btc").json()

    assert detail["coingecko_info"]["homepage"] is None
    assert detail["coingecko_info"]["image_url"] is None
'''
p.write_text(s)
print('tests updated')

Explanation:
**Planning test modifications**

I see that I need to add tests for previews that don’t persist and for unsafe URLs. Also, I've noticed that the frontend's node_modules have been removed, so I’ll likely need to run `npm install` before running the tests. I need to check if a package-lock exists, too. It seems like I should prioritize modifying the tests first, and then I can address the node_modules installation afterward. It’s a bit of a juggling act!


Output: tests updated


Explanation:
**Running targeted pytest**

I'm thinking I need to execute a targeted pytest. This means I should focus on specific tests to run instead of running the whole suite, which can save time and make my debugging process more efficient. I’ll consider the test files or functions that I want to run and ensure I articulate the right parameters. It’s essential to validate that everything works smoothly, especially if I’m testing a recent change. Let's get this going!


Output:
....                                                                     [100%]
4 passed in 0.69s


Explanation:
**Executing setup steps**

I need to run a full `pytest` compilation since I removed the `node_modules` directory. Should I use `npm install` or would it be better to go with `npm ci`? The `package-lock` file is likely in place, which may help with setting things up correctly. It’s important to check that file to ensure everything is aligned. Alright, I’ll proceed with that to get everything back on track!


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

npm ci && npm test -- --run && npm run build


Output:
........................................................................ [ 21%]
........................................................................ [ 42%]
........................................................................ [ 64%]
........................................................................ [ 85%]
................................................                         [100%]
336 passed in 21.54s


Output:
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 283 packages, and audited 284 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities

> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run

 RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend

 ✓ src/api/client.test.ts (2 tests) 18ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[Vue Router warn]: No match found for location with path "/planning/finance"
[Vue Router warn]: No match found for location with path "/planning/goals"
[Vue Router warn]: No match found for location with path "/analysis/performance"
[Vue Router warn]: No match found for location with path "/analysis/contribution"
[Vue Router warn]: No match found for location with path "/analysis/backtest"
[Vue Router warn]: No match found for location with path "/analysis/analysts"

 ✓ src/App.test.ts (1 test) 113ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 150ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 151ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 162ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 127ms

 Test Files  6 passed (6)
      Tests  17 passed (17)
   Start at  22:41:19
   Duration  2.27s (transform 2.31s, setup 0ms, import 4.31s, tests 722ms, environment 6.66s)

> jarvis-finance-dashboard-vue@0.0.0 build
> vue-tsc -b && vite build

vite v8.0.13 building client environment for production...

transforming...✓ 70 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-BW8eavip.css   15.62 kB │ gzip:  3.88 kB
dist/assets/index-CZ9tCzFT.js   150.58 kB │ gzip: 49.88 kB

✓ built in 826ms


rm -rf .pytest_cache frontend/dist frontend/tsconfig.tsbuildinfo src/jarvis_finance.egg-info src/jarvis_finance/**/__pycache__ tests/**/__pycache__ tests/__pycache__ frontend/node_modules && python -m jarvis_finance.cli.main git-safety-scan . && git diff --check && git status --short

Explanation:
**Ensuring clean artifacts**

I’m thinking about needing clean artifacts and safety, that’s really important! I’m wondering if I should consider staging things, but maybe that’s no. I also think it might be useful to establish if app warnings are acceptable. Plus, I need to run a git status to see what’s being ignored. It feels like I have a few steps to work through here!


[Duplicate tool output — same content as a more recent call]


Context: Repo path: /home/agent/.hermes/repos/FinanceManager. Previous independent review flagged: preview inserted instruments, same-ISIN dedupe collapsed cross-listings, cached CoinGecko URL sanitization, review_required semantics. These were fixed: preview uses read-only catalog/manual row; confirm materializes; provider dedupe key includes ISIN+exchange+currency; provider candidates review_required=true; CoinGecko cached URLs allow only http/https and image referrerpolicy no-referrer; tests added. Verification after fixes: compileall+pytest 336 passed, npm ci+vitest 17 passed+build passed, cleanup then git-safety OK, git diff --check OK, added-line secret grep earlier empty. Do not modify files.

Re-review the current uncommitted git diff in /home/agent/.hermes/repos/FinanceManager specifically to verify the prior blockers are resolved and to catch any new security/logic blockers. Return concise JSON-like verdict with passed, security_concerns, logic_errors, suggestions, summary. No file modifications.

Explanation:
**Rethinking the review process**

I think I might need to rerun an independent review after making the necessary fixes. It seems that the previous attempt may have failed, which makes me wonder if it's crucial to do this again. Using a delegate for the review might turn out to be costly, so I should weigh my options carefully. I really want to ensure everything is in order before moving forward.


Summary:
{
  passed: true,
  security_concerns: [],
  logic_errors: [],
  suggestions: [
    "Non-blocking: `_ensure_instrument_from_request` reuses an existing instrument by ISIN + exchange only; consider including trading/instrument currency too, matching the new provider dedupe key, to avoid rare same-ISIN/same-exchange dual-currency collisions.",
    "Non-blocking: frontend tests could not be rerun because `frontend/node_modules` is absent (`vitest: not found`); prior verification says npm ci/vitest/build passed, and backend targeted tests pass now."
  ],
  summary: {
    did: [
      "Reviewed current uncommitted diff in `/home/agent/.hermes/repos/FinanceManager`.",
      "Ran `git diff --check` successfully.",
      "Ran Python AST parse over `src/**/*.py` successfully.",
      "Ran targeted backend acceptance tests: `9 passed`.",
      "Ran added-line secret grep: no matches.",
      "Verified repo status after checks; no files modified."
    ],
    blocker_resolution_verified: [
      "Preview no longer materializes provider/manual instruments: it uses `_instrument_preview_row`; added test asserts catalog candidate preview leaves instruments count unchanged.",
      "Confirm materializes explicitly selected catalog/manual instruments via `_ensure_instrument_from_request`.",
      "Provider dedupe keys include ISIN + exchange/provider_market + currency, preserving cross-listings.",
      "Provider candidates now set `review_required: true`.",
      "CoinGecko cached `homepage`/`image_url` are restricted to http/https; frontend image uses `referrerpolicy=\"no-referrer\"` and links use `rel=\"noreferrer\"`."
    ],
    files_created_or_modified: [],
    issues_encountered: [
      "An initial frontend test invocation via `npm --prefix frontend exec vitest...` used transient npm exec behavior and failed due missing `@vue/test-utils`; correct `npm test` also failed because dependencies are not installed in `frontend/node_modules`. No repo files changed."
    ]
  }
}


patch

        if catalog["isin"]:
            existing = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, '')", (catalog["isin"], catalog["exchange"])).fetchone()

        if catalog["isin"]:
            currency = (catalog["instrument_currency"] or catalog["trading_currency"] or request.currency.upper())
            existing = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, '') AND COALESCE(currency,'')=COALESCE(?, '')", (catalog["isin"], catalog["exchange"], currency)).fetchone()


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py
@@ -258,7 +258,8 @@
     if catalog:
         existing = None
         if catalog["isin"]:
-            existing = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, '')", (catalog["isin"], catalog["exchange"])).fetchone()
+            currency = (catalog["instrument_currency"] or catalog["trading_currency"] or request.currency.upper())
+            existing = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, '') AND COALESCE(currency,'')=COALESCE(?, '')", (catalog["isin"], catalog["exchange"], currency)).fetchone()
         if existing:
             return existing["instrument_id"]
         instrument_id = stable_id("instrument", catalog["isin"] or "", catalog["ticker"] or "", catalog["exchange"] or "", catalog["name"])

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


Explanation:
**Rerunning backend processes**

I need to decide if I should rerun the backend as targeted or full. Maybe a full rerun will be enough since the node dependencies were removed, but everything seems okay. I did change the backend, though, so I'll need to run both the compilation and pytest afterward. Cleaning up afterward also seems necessary to ensure everything runs smoothly. Let's see how it all goes!


Output:
........................................................................ [ 21%]
........................................................................ [ 42%]
........................................................................ [ 64%]
........................................................................ [ 85%]
................................................                         [100%]
336 passed in 16.88s


Explanation:
**Verifying frontend changes**

I need to check if the frontend needs to remain unchanged. The summary already had complete tests before the final backend adjustments. Maybe I should remove npm dependencies since the build was finalized already. Should I accept that? Perhaps the final verification will require running npm build again. If we need to run it again, we’d have to do npm ci to clean it. We could, but it might take time. Doing a full strict check seems necessary!


Output:
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 283 packages, and audited 284 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities

> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run

 RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend

 ✓ src/api/client.test.ts (2 tests) 9ms
stderr | src/App.test.ts > App > renders the user dashboard shell
[Vue Router warn]: No match found for location with path "/portfolio"
[Vue Router warn]: No match found for location with path "/crypto"
[Vue Router warn]: No match found for location with path "/equity"
[Vue Router warn]: No match found for location with path "/wallets"
[Vue Router warn]: No match found for location with path "/positions/add"
[Vue Router warn]: No match found for location with path "/reports"
[Vue Router warn]: No match found for location with path "/planning/budget"
[Vue Router warn]: No match found for location with path "/planning/finance"
[Vue Router warn]: No match found for location with path "/planning/goals"
[Vue Router warn]: No match found for location with path "/analysis/performance"
[Vue Router warn]: No match found for location with path "/analysis/contribution"
[Vue Router warn]: No match found for location with path "/analysis/backtest"
[Vue Router warn]: No match found for location with path "/analysis/analysts"

 ✓ src/App.test.ts (1 test) 58ms
 ✓ src/pages/CommandCenter.test.ts (2 tests) 106ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 133ms
 ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 129ms
 ✓ src/pages/VueCockpitV11.test.ts (6 tests) 181ms

 Test Files  6 passed (6)
      Tests  17 passed (17)
   Start at  22:44:46
   Duration  2.38s (transform 2.74s, setup 0ms, import 4.93s, tests 615ms, environment 6.65s)

> jarvis-finance-dashboard-vue@0.0.0 build
> vue-tsc -b && vite build

vite v8.0.13 building client environment for production...

transforming...✓ 70 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html                   0.36 kB │ gzip:  0.27 kB
dist/assets/index-BW8eavip.css   15.62 kB │ gzip:  3.88 kB
dist/assets/index-CZ9tCzFT.js   150.58 kB │ gzip: 49.88 kB

✓ built in 721ms


terminal

rm -rf .pytest_cache frontend/dist frontend/tsconfig.tsbuildinfo src/jarvis_finance.egg-info src/jarvis_finance/**/__pycache__ tests/**/__pycache__ tests/__pycache__ frontend/node_modules && python -m jarvis_finance.cli.main git-safety-scan . && git diff --check && git diff -- . ':(exclude)frontend/package-lock.json' | grep '^+' | grep -iE '(api[_-]?key|secret|password|passwd|token)\s*[:=]\s*["'"''][^"'"'']{6,}' || true && git status --short

Explanation:
**Executing git commands**

I need to clean things up again, ensure safety, and check the status with a secret grep command. After that, I’ll commit my changes. It seems like I may need to create a remote branch. To do this properly, I should be using the terminal for these commands. I want to make sure everything is done correctly and efficiently!


Output:
node_modules/.vite/vitest/da39a3ee5e6b4b0d3255bfef95601890afd80709/results.json: runtime_cache_file_blocked
 M frontend/src/api/positions.ts
 M frontend/src/api/types.ts
 M frontend/src/components/AllocationBars.vue
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/CryptoPage.test.ts
 M frontend/src/pages/CryptoPage.vue
 M frontend/src/pages/PositionAddPage.vue
 M frontend/src/pages/VueCockpitV11.test.ts
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/schemas/positions.py
 M src/jarvis_finance/market_data/catalog.py
 M src/jarvis_finance/services/crypto_service.py
 M src/jarvis_finance/services/manual_entry_service.py
 M tests/unit/test_vue_dashboard_v12_acceptance.py


rm -rf node_modules frontend/node_modules .pytest_cache frontend/dist frontend/tsconfig.tsbuildinfo src/jarvis_finance.egg-info src/jarvis_finance/**/__pycache__ tests/**/__pycache__ tests/__pycache__ && python -m jarvis_finance.cli.main git-safety-scan . && git diff --check && (git diff -- . ':(exclude)frontend/package-lock.json' | grep '^+' | grep -iE '(api[_-]?key|secret|password|passwd|token)\s*[:=]\s*["'"''][^"'"'']{6,}' || true) && git status --short


Output:
GIT_SAFETY_OK
 M frontend/src/api/positions.ts
 M frontend/src/api/types.ts
 M frontend/src/components/AllocationBars.vue
 M frontend/src/components/SidebarNav.vue
 M frontend/src/pages/CryptoPage.test.ts
 M frontend/src/pages/CryptoPage.vue
 M frontend/src/pages/PositionAddPage.vue
 M frontend/src/pages/VueCockpitV11.test.ts
 M frontend/src/router/index.ts
 M src/jarvis_finance/api/schemas/positions.py
 M src/jarvis_finance/market_data/catalog.py
 M src/jarvis_finance/services/crypto_service.py
 M src/jarvis_finance/services/manual_entry_service.py
 M tests/unit/test_vue_dashboard_v12_acceptance.py


todo

compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen

Commit erstellen, pushen und Remote-Hash verifizieren

Explanation:
**Updating git status**

I need to update my to-do list by verifying what's completed. After that, I'll commit and push, but first I'm in the process of organizing everything. I should probably run a `git add` followed by a commit. It might also be wise to check my branch status with `git status` to make sure everything looks good before I move on. This step might help avoid confusion later!


Branch-/Merge-/Runtime-Status prüfen; laufendes Dashboard gegen aktuellen Branch verifizieren

Provider Search, Preview/Confirm, Crypto readmodels/Layout, Detail-Charts und Roadmap-Code inspizieren

Gezielte v1.2.1 Regressionstests ergänzen und RED verifizieren

Backend DTO/Provider-Dedupe/Ranking/Filter, CoinGecko Cache-Detail und Sparkline-Daten ergänzen

Vue UX: Suchkarten/Filter, Zusammenfassung prüfen/Final hinzufügen, Crypto kompakt/Charts/Details/Roadmap umsetzen

Abschlussbericht mit Statusmatrix, Tests, Hash, Push und Grenzen liefern


terminal

git branch --show-current && git remote -v && git diff --stat && git add frontend/src/api/positions.ts frontend/src/api/types.ts frontend/src/components/AllocationBars.vue frontend/src/components/SidebarNav.vue frontend/src/pages/CryptoPage.test.ts frontend/src/pages/CryptoPage.vue frontend/src/pages/PositionAddPage.vue frontend/src/pages/VueCockpitV11.test.ts frontend/src/router/index.ts src/jarvis_finance/api/schemas/positions.py src/jarvis_finance/market_data/catalog.py src/jarvis_finance/services/crypto_service.py src/jarvis_finance/services/manual_entry_service.py tests/unit/test_vue_dashboard_v12_acceptance.py && git commit -m "feat: finish vue manual entry acceptance"


Output:
fix/manual-entry-uat-flows
origin	https://github.com/Gamexgit/FinanceManager.git (fetch)
origin	https://github.com/Gamexgit/FinanceManager.git (push)
 frontend/src/api/positions.ts                      |   2 +-
 frontend/src/api/types.ts                          |   5 +-
 frontend/src/components/AllocationBars.vue         |   4 +-
 frontend/src/components/SidebarNav.vue             |   4 +-
 frontend/src/pages/CryptoPage.test.ts              |   7 +-
 frontend/src/pages/CryptoPage.vue                  |  66 +++++--
 frontend/src/pages/PositionAddPage.vue             |  72 +++++---
 frontend/src/pages/VueCockpitV11.test.ts           |  23 ++-
 frontend/src/router/index.ts                       |   7 +-
 src/jarvis_finance/api/schemas/positions.py        |  21 +++
 src/jarvis_finance/market_data/catalog.py          |  13 +-
 src/jarvis_finance/services/crypto_service.py      |  46 ++++-
 .../services/manual_entry_service.py               | 205 ++++++++++++++++++++-
 tests/unit/test_vue_dashboard_v12_acceptance.py    |  95 ++++++++++
 14 files changed, 505 insertions(+), 65 deletions(-)
[fix/manual-entry-uat-flows 9c8248d] feat: finish vue manual entry acceptance
 14 files changed, 505 insertions(+), 65 deletions(-)


set -euo pipefail
BRANCH=$(git branch --show-current)
LOCAL=$(git rev-parse HEAD)
if git push -u origin HEAD; then
  REMOTE=$(git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
else
  TOKEN_FILE="$HOME/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
  ASKPASS=$(mktemp)
  trap 'rm -f "$ASKPASS"' EXIT
  export GITHUB_TOKEN=$(python - <<'PY'
from pathlib import Path
import csv, os, sys
p=Path.home()/"jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
text=p.read_text().strip()
try:
    rows=list(csv.reader(text.splitlines()))
    vals=[c.strip() for row in rows for c in row if c.strip()]
    # choose longest token-like value, without printing it outside env
    print(max(vals, key=len))
except Exception:
    print(text.splitlines()[-1].strip())
PY
)
  cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' x-access-token ;;
  *Password*) printf '%s\n' "$GITHUB_TOKEN" ;;
  *) printf '\n' ;;
esac
SH
  chmod 700 "$ASKPASS"
  GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git push -u origin HEAD
  REMOTE=$(GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
fi
printf 'BRANCH=%s\nLOCAL=%s\nREMOTE=%s\n' "$BRANCH" "$LOCAL" "$REMOTE"
test "$LOCAL" = "$REMOTE"

Explanation:
**Figuring out authentication**

I’m thinking about how to get this push working. I need to figure out the token path for memory and maybe use askpass with the token from the CSV file. I should inspect things, but I want to avoid printing the token. Maybe I also need to check GitHub authentication and use the terminal for this—this feels like a bit of a puzzle! Alright, let’s see if I can sort it out step by step.


Output:
fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden
To https://github.com/Gamexgit/FinanceManager.git
   4d1faca..9c8248d  HEAD -> fix/manual-entry-uat-flows
Branch 'fix/manual-entry-uat-flows' folgt nun 'origin/fix/manual-entry-uat-flows'.
BRANCH=fix/manual-entry-uat-flows
LOCAL=9c8248df7121bdea37bf8b729c02fc4a17394e78
REMOTE=9c8248df7121bdea37bf8b729c02fc4a17394e78


git status --short --branch && git log -1 --oneline && git ls-remote origin refs/heads/$(git branch --show-current)

Explanation:
**Verifying git status**

I'm checking the remote hash and thinking about whether to create a pull request (PR) for the user. Their task seems to involve just committing and pushing, so maybe a PR isn't necessary after all. I need to ensure the final git status is clean. Since node_modules are removed and ignored, they won’t show up. I should run the status command to confirm if there’s any ahead status. Let's get this sorted!


Output:
## fix/manual-entry-uat-flows...origin/fix/manual-entry-uat-flows
9c8248d feat: finish vue manual entry acceptance
fatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden


set -euo pipefail
BRANCH=$(git branch --show-current)
LOCAL=$(git rev-parse HEAD)
ASKPASS=$(mktemp)
trap 'rm -f "$ASKPASS"' EXIT
export GITHUB_TOKEN=$(python - <<'PY'
from pathlib import Path
import csv
p=Path.home()/"jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv"
text=p.read_text().strip()
try:
    vals=[c.strip() for row in csv.reader(text.splitlines()) for c in row if c.strip()]
    print(max(vals, key=len))
except Exception:
    print(text.splitlines()[-1].strip())
PY
)
cat > "$ASKPASS" <<'SH'
#!/bin/sh
case "$1" in
  *Username*) printf '%s\n' x-access-token ;;
  *Password*) printf '%s\n' "$GITHUB_TOKEN" ;;
  *) printf '\n' ;;
esac
SH
chmod 700 "$ASKPASS"
REMOTE=$(GIT_ASKPASS="$ASKPASS" GIT_TERMINAL_PROMPT=0 git ls-remote origin "refs/heads/$BRANCH" | awk '{print $1}')
printf 'STATUS=%s\nBRANCH=%s\nLOCAL=%s\nREMOTE=%s\nMATCH=%s\n' "$(git status --short --branch | head -1)" "$BRANCH" "$LOCAL" "$REMOTE" "$([ "$LOCAL" = "$REMOTE" ] && echo yes || echo no)"
test "$LOCAL" = "$REMOTE"

Explanation:
**Troubleshooting authentication issue**

Oh no, the ls-remote unauth command just failed. However, the previous command was verified. I need to check that the status is clean first on the first line. Maybe I can use an authenticated hash in a new command with askpass. I could also use the previous successful hash, but it looks like I need to run it again with askpass to get the final remote hash. Let's sort this out!


Output:
STATUS=## fix/manual-entry-uat-flows...origin/fix/manual-entry-uat-flows
BRANCH=fix/manual-entry-uat-flows
LOCAL=9c8248df7121bdea37bf8b729c02fc4a17394e78
REMOTE=9c8248df7121bdea37bf8b729c02fc4a17394e78
MATCH=yes


Explanation:
**Organizing report tasks**

I need to update the todo report to clearly show which tasks are in progress and which are completed. I also want the final report to be concise and in German, and it’s important not to mention any PR. Hmm, should I create a PR? It seems like there’s an active task report, but there’s no PR involved. I guess I need to make a todo list to keep everything organized.


Erledigt, Sir. Commit ist gebaut, geprüft, gepusht und remote per Hash verifiziert. Keine Magie, nur langweilige Beweisführung — also die angenehme Sorte.

## Statusmatrix

- **Inspect:** abgeschlossen
- **Regressionstests ergänzt:** abgeschlossen
- **Backend:** abgeschlossen
- **Frontend:** abgeschlossen
- **Verification:** abgeschlossen
- **Commit + Push:** abgeschlossen
- **Remote-Hash-Verifikation:** abgeschlossen

## Implementiert

- **Provider Search**
  - DTO erweitert: Exchange Name, MIC, Country, Security Type, Preis-/Datumfelder.
  - Provider-Dedupe über `ISIN + Exchange + Currency`, damit Cross-Listings nicht hübsch falsch zusammenfallen.
  - Ranking/Filter: Main Listing, Land, Currency, Exchange, Derivate/CDR/ADR ausblenden.
  - Provider-Warnings sanitisiert.

- **Preview / Confirm**
  - Preview bleibt jetzt read-only bezüglich Instrument-Materialisierung.
  - Confirm materialisiert explizit ausgewählte Provider-/Catalog-Kandidaten.
  - Audit bleibt auf Confirm-Pfad.

- **Crypto**
  - Cached CoinGecko Detaildaten im Readmodel.
  - URL-Sanitizing für cached Homepage/Image URLs.
  - Crypto-Seite kompakter: Summary, Coin-/Wallet-Allokation, Detaildrawer, Sparkline, Wallet-Drilldown.
  - Kein Provider-Call beim Rendern.

- **Vue UX**
  - Suchkarten mit Review-Fakten.
  - Filterleiste für Provider-Suche.
  - „Zusammenfassung prüfen“ → „Final hinzufügen“ Flow.
  - Roadmap-Routen sichtbar als „später“, ohne Fake-Feature.

- **Tests**
  - Neue Backend-Acceptance-Regressions für Provider-Dedupe, Preview/Confirm-Materialisierung und Crypto CoinGecko Cache.
  - Neue URL-Sanitizing Regression.
  - Frontend-Mocks/Tests angepasst.

## Verifikation

Ausgeführt und grün:

- `python -m compileall -q src tests`
- `pytest -q`
  - **336 passed**
- `npm ci`
  - **0 vulnerabilities**
- `npm test -- --run`
  - **17 passed**
- `npm run build`
  - erfolgreich
- `python -m jarvis_finance.cli.main git-safety-scan .`
  - **GIT_SAFETY_OK**
- `git diff --check`
  - erfolgreich
- Added-line Secret Scan
  - keine Treffer
- Independent Code Review Subagent
  - initiale Blocker gefunden, gefixt, Re-Review danach **passed**

Hinweis: `frontend/node_modules`, `frontend/dist`, `.pytest_cache`, `__pycache__` und Build-Artefakte wurden nach der Verifikation wieder entfernt, damit Git-Safety sauber bleibt.

## Commit / Push

- Branch: `fix/manual-entry-uat-flows`
- Commit: `9c8248d feat: finish vue manual entry acceptance`
- Local Hash: `9c8248df7121bdea37bf8b729c02fc4a17394e78`
- Remote Hash: `9c8248df7121bdea37bf8b729c02fc4a17394e78`
- Match: **yes**

## Grenzen / bewusst nicht gebaut

- Kein automatisches Trading.
- Kein Provider-Call beim normalen Dashboard-Render.
- Keine echten Finanzwerte oder Runtime-Daten in Git.
- Kein Ausbau von Budget/FIRE/Forecast/Backtest/Analysten — nur Roadmap-Stubs.
- Kein PR erstellt; erledigt war Commit + Push + Remote-Hash-Verifikation.


[M G] starte backend und frontend neu, falls das nötig sein sollte. und gib mir den link


Explanation:
**Assessing action steps**

I see we need to take action and maybe a specific skill is required, possibly related to Hermes or the finance system. It seems important to inspect commands and start the servers. We're currently in the repo, so I’ll make use of the tools available. I should familiarize myself with the scripts and read through the relevant package and pyproject files, along with processing the list. Let’s get started!


     1|[build-system]
     2|requires = ["setuptools>=68"]
     3|build-backend = "setuptools.build_meta"
     4|
     5|[project]
     6|name = "jarvis-finance"
     7|version = "0.1.0"
     8|description = "JARVIS Finance System MVP - code, docs and synthetic fixtures only"
     9|requires-python = ">=3.11"
    10|dependencies = []
    11|
    12|[project.optional-dependencies]
    13|dev = ["pytest>=8", "ruff>=0.5"]
    14|dashboard = ["streamlit", "pandas", "plotly"]
    15|api = ["fastapi", "uvicorn"]
    16|reports = ["jinja2"]
    17|
    18|[tool.pytest.ini_options]
    19|testpaths = ["tests"]
    20|pythonpath = ["src"]
    21|
    22|[tool.ruff]
    23|line-length = 100
    24|src = ["src", "tests"]
    25|


     1|{
     2|  "name": "jarvis-finance-dashboard-vue",
     3|  "version": "0.0.0",
     4|  "private": true,
     5|  "type": "module",
     6|  "scripts": {
     7|    "dev": "vite",
     8|    "build": "vue-tsc -b && vite build",
     9|    "test": "vitest run --environment jsdom"
    10|  },
    11|  "dependencies": {
    12|    "@vitejs/plugin-vue": "latest",
    13|    "vite": "latest",
    14|    "vue": "latest",
    15|    "vue-router": "latest"
    16|  },
    17|  "devDependencies": {
    18|    "@vue/test-utils": "latest",
    19|    "autoprefixer": "latest",
    20|    "jsdom": "latest",
    21|    "postcss": "latest",
    22|    "tailwindcss": "^3.4.17",
    23|    "typescript": "latest",
    24|    "vitest": "latest",
    25|    "vue-tsc": "latest"
    26|  }
    27|}
    28|


Output: ## fix/manual-entry-uat-flows...origin/fix/manual-entry-uat-flows


Explanation:
**Searching for backend app info**

I need to find information on setting up a backend app. I think starting with uvicorn documentation could be useful. I'll search through the available resources and see what best practices I can find. It seems like I might also want to check out any examples or tutorials. There's a lot to consider, but I just want to make sure I get it right! Let’s see what I can uncover.


     1|from __future__ import annotations
     2|
     3|from fastapi import FastAPI
     4|from fastapi.middleware.cors import CORSMiddleware
     5|
     6|from jarvis_finance.api.routers import cash, crypto, equity, health, overview, positions, reports
     7|
     8|LOCAL_ORIGINS = [
     9|    "http://localhost:5173",
    10|    "http://127.0.0.1:5173",
    11|    "http://localhost:8503",
    12|    "http://127.0.0.1:8503",
    13|]
    14|
    15|
    16|def create_app() -> FastAPI:
    17|    app = FastAPI(
    18|        title="JARVIS Finance API",
    19|        version="0.1.0",
    20|        description="Read-only FastAPI v0 skeleton for the future Vue User Dashboard.",
    21|    )
    22|    app.add_middleware(
    23|        CORSMiddleware,
    24|        allow_origins=LOCAL_ORIGINS,
    25|        allow_credentials=False,
    26|        allow_methods=["GET", "POST"],
    27|        allow_headers=["*"],
    28|    )
    29|    for router in (health.router, overview.router, crypto.router, equity.router, cash.router, reports.router, positions.router):
    30|        app.include_router(router, prefix="/api")
    31|    return app
    32|
    33|
    34|app = create_app()
    35|


Explanation:
**Working on backend setup**

I’m gathering what I need to set up the backend, including checking ports and any existing processes. I might use commands like lsof or ss, and I’m wondering if I should kill any old processes. It seems I need to remove node_modules and run npm ci, and possibly ensure uvicorn is installed. Also, I need to start in the background and check the frontend host settings. Am I missing how to access the local environment for Telegram? I might need Tailscale for that!

set -e
printf 'PORTS\n'
(ss -ltnp 'sport = :8000' || true)
(ss -ltnp 'sport = :5173' || true)
printf 'IP\n'
hostname -I || true


Output:
PORTS
State  Recv-Q Send-Q Local Address:Port Peer Address:PortProcess
LISTEN 0      2048       127.0.0.1:8000      0.0.0.0:*    users:(("uvicorn",pid=441368,fd=6))
State  Recv-Q Send-Q Local Address:Port Peer Address:PortProcess
LISTEN 0      511          0.0.0.0:5173      0.0.0.0:*    users:(("node",pid=441382,fd=21))
IP
192.168.122.42 100.85.29.67 fd7a:115c:a1e0::901:1dba


Explanation:
**Restarting processes for new code**

I need to restart because of the new code I've just implemented. I’m considering whether to kill old processes or background sessions first. Maybe I should use the process list to identify them. I could pkill by port in the terminal. After that, I need to run `npm ci` to install dependencies because the `node_modules` have been removed. I'll also start the backend in the background and check on the database path and API dependencies.


     1|from __future__ import annotations
     2|
     3|from collections.abc import Iterator
     4|from sqlite3 import Connection
     5|
     6|from fastapi import HTTPException
     7|
     8|from jarvis_finance.config.settings import find_repo_root, load_settings
     9|from jarvis_finance.storage.database import connect
    10|
    11|
    12|def get_db() -> Iterator[Connection]:
    13|    settings = load_settings(repo_root=find_repo_root())
    14|    if not settings.db_path.exists():
    15|        raise HTTPException(status_code=503, detail="Runtime database not available")
    16|    conn = connect(settings.db_path)
    17|    try:
    18|        yield conn
    19|    finally:
    20|        conn.close()
    21|


     1|const DEFAULT_API_BASE_URL = 'http://127.0.0.1:8000'
     2|
     3|export const API_BASE_URL = (import.meta.env.VITE_API_BASE_URL as string | undefined) || DEFAULT_API_BASE_URL
     4|
     5|const sessionCache = new Map<string, unknown>()
     6|
     7|export class ApiError extends Error {
     8|  constructor(message: string, public readonly status?: number) {
     9|    super(message)
    10|    this.name = 'ApiError'
    11|  }
    12|}
    13|
    14|export async function apiGet<T>(path: string, options: { refresh?: boolean } = {}): Promise<T> {
    15|  const url = `${API_BASE_URL}${path}`
    16|  if (!options.refresh && sessionCache.has(url)) {
    17|    return sessionCache.get(url) as T
    18|  }
    19|  let response: Response
    20|  try {
    21|    response = await fetch(url, { headers: { Accept: 'application/json' } })
    22|  } catch {
    23|    throw new ApiError('Backend nicht erreichbar')
    24|  }
    25|  if (!response.ok) {
    26|    throw new ApiError(response.status === 404 ? 'Runtime-DB nicht verfügbar' : `Lokale API meldet Fehler ${response.status}`, response.status)
    27|  }
    28|  const data = (await response.json()) as T
    29|  sessionCache.set(url, data)
    30|  return data
    31|}
    32|
    33|export async function apiPost<T>(path: string, body: unknown): Promise<T> {
    34|  const url = `${API_BASE_URL}${path}`
    35|  let response: Response
    36|  try {
    37|    response = await fetch(url, { method: 'POST', headers: { Accept: 'application/json', 'Content-Type': 'application/json' }, body: JSON.stringify(body) })
    38|  } catch {
    39|    throw new ApiError('Backend nicht erreichbar')
    40|  }
    41|  if (!response.ok) {
    42|    throw new ApiError(`Lokale API meldet Fehler ${response.status}`, response.status)
    43|  }
    44|  clearApiCache()
    45|  return (await response.json()) as T
    46|}
    47|
    48|export function clearApiCache() {
    49|  sessionCache.clear()
    50|}
    51|


Output:
UID          PID    PPID  C STIME TTY      STAT   TIME CMD
agent     441368     911  0 22:08 ?        Sl     0:07 /home/agent/jarvis_runtime/finance-system/venv/bin/python /home/agent/jarvis_runtime/finance-system/venv/bin/uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000
agent     441382  441381  0 22:08 ?        Sl     0:02 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173


Explanation:
**Evaluating API accessibility**

I'm looking into backend and frontend access issues. The backend is only local, which makes me question if the user might be on the same machine. The API might not be accessible remotely if the browser is used outside. There could be some options, like using a gateway or SSH port forwarding, but I need to ensure I'm not committing something that might block CORS. I could start the backend with a different configuration to improve accessibility for the user.
**Considering Vite proxy setup**

I'm thinking about whether I could use Vite's built-in proxy feature to resolve some of the issues I'm facing. It seems like I need to check the Vite configuration settings to see how I can set it up properly. Configuring the proxy might make it easier to handle API requests without running into CORS issues. I'll want to read through the Vite config documentation to ensure I'm doing it correctly. Let's explore this setup!


     1|import { fileURLToPath, URL } from 'node:url'
     2|import { defineConfig } from 'vite'
     3|import vue from '@vitejs/plugin-vue'
     4|
     5|export default defineConfig({
     6|  plugins: [vue()],
     7|  resolve: { alias: { '@': fileURLToPath(new URL('./src', import.meta.url)) } },
     8|  server: { proxy: { '/api': 'http://127.0.0.1:8000' } }
     9|})
    10|


set -euo pipefail
# Stop old dev servers if present
for port in 8000 5173; do
  pids=$(ss -ltnp "sport = :$port" 2>/dev/null | sed -n 's/.*pid=\([0-9]\+\).*/\1/p' | sort -u || true)
  if [ -n "$pids" ]; then
    kill $pids || true
  fi
done
# Ensure frontend deps exist after cleanup
npm ci


Output:
npm warn deprecated glob@10.5.0: Old versions of glob are not supported, and contain widely publicized security vulnerabilities, which have been fixed in the current version. Please update. Support for old versions may be purchased (at exorbitant rates) by contacting i@izs.me

added 283 packages, and audited 284 packages in 2s

71 packages are looking for funding
  run `npm fund` for details

found 0 vulnerabilities


/home/agent/jarvis_runtime/finance-system/venv/bin/uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000

npm run dev -- --host 0.0.0.0 --port 5173


Output: Background process started


Output: Background process started


for i in $(seq 1 20); do if curl -fsS http://127.0.0.1:8000/api/health >/tmp/finance_api_health.json; then cat /tmp/finance_api_health.json; exit 0; fi; sleep 0.5; done; exit 1

for i in $(seq 1 20); do if curl -fsS http://127.0.0.1:5173 >/tmp/finance_frontend.html; then head -c 120 /tmp/finance_frontend.html; exit 0; fi; sleep 0.5; done; exit 1


Output: {"status":"ok","app":"jarvis-finance-api","api_version":"0","mode":"read-only"}


Output:
<!doctype html><html lang="de"><head>
  <script type="module" src="/@vite/client"></script>
<meta charset="UTF-8" /><met


Explanation:
**Considering log retrieval**

I’m thinking it might be essential to gather logs from the process after it’s marked as ready. This way, I can ensure everything is running as it should. I want to make sure I’m tracking what's happening and identifying any issues that could pop up later. It’s all about maintaining clarity and getting a good insight into the system performance! I'll move forward with that plan.


Explanation:
**Troubleshooting output issues**

I'm wondering why there’s no output. Could it be due to npm buffers? I need to check using the process status. Also, maybe the Vite output is unavailable because there's no TTY? I should look into using `curl` from my Tailscale IP for that. It feels like there are a few potential avenues to check, and I want to be sure I’m covering all my bases to resolve this.

ss -ltnp 'sport = :8000' || true; ss -ltnp 'sport = :5173' || true; curl -fsS http://100.85.29.67:5173 >/dev/null && echo TAILSCALE_FRONTEND_OK || echo TAILSCALE_FRONTEND_FAIL