[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:
## Active Task
User asked:
"[Your active task list was preserved across context compression]
- [>] inspect. Provider warning, add-position currency/valuation, review UI und crypto layout Code/Testflächen inspizieren (in_progress)
- [ ] tests-red. Gezielte v1.2.2 Regressionstests ergänzen und RED verifizieren (pending)
- [ ] backend. Provider-Warnungen normalisieren, Candidate-Normalisierung, Confirm Currency/FX/Price-Status fixen (pending)
- [ ] frontend. Review-Box UX und Crypto KPI/Grid/compact allocations/insights layout fixen (pending)
- [ ] verify. compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen (pending)
- [ ] commit-push. Commit erstellen, pushen und Remote-Hash verifizieren (pending)
- [ ] report. Abschlussbericht mit Statusmatrix, Tests, Hash, Push und offenen Bugs liefern (pending)"

## Goal
Gezielter Bugfix-/UX-Sprint für Vue Dashboard v1.2.2 auf Branch `fix/manual-entry-uat-flows`: Add-Position-Flow für Aktien/ETF zuverlässig machen, Provider-Warnungen nutzerfreundlich entschärfen, Kandidatenqualität/Normalisierung verbessern, Currency/CHF-Bewertung nach Confirm korrekt materialisieren und Crypto-Seite platzsparender/übersichtlicher gestalten. Danach vollständige Verifikation, Commit und Push ohne Force-Push.

## Constraints & Preferences
- Sprache/Kontext: Deutsch.
- Keine API-Keys, Tokens, Passwörter, Secrets, Credentials oder Connection Strings in Chat, Git, Frontend, Logs oder Zusammenfassungen; bekannte/vorhandene Credentials immer als `[REDACTED]` behandeln.
- Keine echten Beträge/Mengen/Rohdaten im Bericht ausgeben.
- Keine echten Runtime-Daten, Runtime-DBs oder Reports ins Git.
- Keine neuen Provider, kein Feature-Sprint, keine Analyse-/Backtest-/Live-WebSocket-Arbeit.
- Provider-Abfragen nicht im Frontend; nur Backend/CLI/Actions.
- Frontend erhält nur API-Daten, niemals Secrets.
- Streamlit nicht beschädigen; Vue/FastAPI parallel.
- FastAPI liest lokale Runtime-DB; Business-Logik bleibt im Python-Core.
- UAT-/manuelle Confirm-Flows nur gegen sichere UAT-Runtime, nicht Produktiv-DB.
- Dry Runs für FX/Preisupdates dürfen keine Writes erzeugen.
- Für Tests: `JARVIS_FINANCE_DB_PATH` vor kompletter Testsuite unsetten, damit Tests isolierte Temp-Runtimes verwenden.
- Vor Commit/Push: Branch-/Remote-Status sichtbar prüfen, Git-Safety, `git diff --check`, Tests, Secret-Scan.
- Kein Force-Push.
- User Mode darf keine Raw Provider Errors zeigen; Admin/Debug darf technische Details zeigen.

## Completed Actions
1. GEKLICKT UI-Element `@e21` — Instrumentensuche/Flow ausgelöst [tool: browser_click]
2. SNAPSHOT Browser — Zustand der Vue-Seite nach Klick erfasst; keine echten Werte übernommen [tool: browser_snapshot]
3. GETESTET API über Browser-Konsole `/api/instruments/search` mit `query='Nestle'`, `asset_class='stock'` — Ergebnisliste leer [tool: browser_console]
4. GEPRÜFT UAT-DB `~/jarvis_runtime/finance-system/uat-vue-dashboard/data/finance.sqlite3` — aktive Stock/ETF-Instruments geprüft; keine Daten übernommen [tool: terminal]
5. GELESEN `frontend/src/pages/PositionAddPage.vue` — Add-Position-Flow inspiziert [tool: read_file]
6. GETIPPT `Apple` in UI-Feld `@e27` — Instrumentensuche manuell getestet [tool: browser_type]
7. GEKLICKT UI-Element `@e21` — Suche ausgelöst [tool: browser_click]
8. SNAPSHOT Browser — Suchergebnis-/Formularzustand erfasst [tool: browser_snapshot]
9. GELESEN `frontend/src/api/positions.ts` — API-Funktionen für Position/Instrument-Suche geprüft [tool: read_file]
10. GETESTET API per Browser-Konsole mit `asset_class='Aktie'` und `asset_class='stock'` — UI/API-Mismatch erkannt [tool: browser_console]
11. PATCH `frontend/src/pages/PositionAddPage.vue` — Asset-Class-Mapping eingeführt: `Aktie → stock`, `ETF → etf`, sonst lowercase; Search/Preview/Confirm nutzen API-kompatible Werte [tool: patch]
12. NAVIGIERT zu `http://127.0.0.1:5173/positions/add` — Position Add Page geöffnet [tool: browser_navigate]
13. GETIPPT `Apple` in UI-Feld `@e27` — erneuter Test nach Mapping-Fix [tool: browser_type]
14. GEKLICKT UI-Element `@e21` — Suche nach Mapping-Fix ausgelöst [tool: browser_click]
15. SNAPSHOT Browser — Such-/Formularzustand nach Fix erfasst [tool: browser_snapshot]
16. GETIPPT synthetische Testmenge in UI-Feld `@e29` — UAT-Testposition vorbereitet; keine echten Mengen im Bericht [tool: browser_type]
17. GETIPPT synthetischer Testpreis in UI-Feld `@e31` — UAT-Testposition vorbereitet; keine echten Beträge im Bericht [tool: browser_type]
18. GETIPPT Notiz `UAT synthetic equity test` in UI-Feld `@e32` — synthetische UAT-Testnotiz gesetzt [tool: browser_type]
19. GEKLICKT UI-Element `@e24` — Preview für Equity/ETF-Flow ausgelöst [tool: browser_click]
20. GEPRÜFT UI per Browser-Konsole — Review/FX-Warnung/Confirm-Status geprüft; Preview funktionierte [tool: browser_console]
21. GEKLICKT UI-Element `@e25` — Confirm für UAT Equity/ETF-Testposition ausgelöst [tool: browser_click]
22. GEPRÜFT UI per Browser-Konsole — Saved-/Audit-Anzeige sichtbar [tool: browser_console]
23. GEPRÜFT UAT-DB per SQLite — Confirm-Ergebnis/Audit für synthetische Testposition geprüft; keine DB-Inhalte übernommen [tool: terminal]
24. GESUCHT `dry_run|price.*update|fx.*update|update.*price|update.*fx` in `src/jarvis_finance` — keine Treffer [tool: search_files]
25. GESUCHT `Typer|@app.command|def .*price|def .*fx|click` in `src/jarvis_finance` — keine Treffer [tool: search_files]
26. GESUCHT CLI-Dateien — gefunden `src/jarvis_finance/cli/main.py`, `__init__.py` [tool: search_files]
27. GELESEN `src/jarvis_finance/cli/main.py` — CLI-/Provider-/Update-/Dry-Run-Logik inspiziert [tool: read_file]
28. AUSGEFÜHRT CLI/Dry-Run-Prüfung mit UAT-Environment — FX/Preisupdate Dry Run exit 0; keine echten Werte übernommen [tool: terminal]
29. AUSGEFÜHRT Safety-/Audit-/Backup-Prüfung mit UAT-Environment — exit 0 [tool: terminal]
30. AUSGEFÜHRT Tests mit gesetztem `JARVIS_FINANCE_DB_PATH` gegen UAT-Kontext — `PYTHONPATH=src pytest -q tests` exit 1; Ursache später als Test-Isolation/Env erkannt [tool: terminal]
31. GELESEN `src/jarvis_finance/services/cash_service.py` — Cash-Service-Kompatibilität geprüft [tool: read_file]
32. PATCH `src/jarvis_finance/services/manual_entry_service.py` — Cash Confirm schreibt zusätzlich ledger-kompatibel in `transactions`, normalisiert Transaction-Type und behält `cash_balances` [tool: patch]
33. AUSGEFÜHRT fokussierte Tests mit `unset JARVIS_FINANCE_DB_PATH` — `7 passed in 4.35s` [tool: terminal]
34. AUSGEFÜHRT komplette Testsuite mit `unset JARVIS_FINANCE_DB_PATH` — `324 passed in 17.73s`, exit 0 [tool: terminal]
35. ABSCHLUSSBERICHT erstellt — UAT Testfälle A–F zusammengefasst; keine Secrets/echten Beträge/Mengen [assistant final]
36. USER-HINWEIS verarbeitet — Background-Prozess `proc_0d3465349165` matchte `Uvicorn running`; FastAPI lokal auf `127.0.0.1:8000` mit UAT Runtime [user message]
37. AUSGEFÜHRT weitere Safety-/Audit-/Backup-Prüfung — exit 0 [tool: terminal]
38. AUSGEFÜHRT komplette Testsuite erneut mit sauberem Environment — `source .../venv/bin/activate`, `unset JARVIS_FINANCE_DB_PATH`, `PYTHONPATH=src pytest -q tests`; exit 0 [tool: terminal]
39. ABSCHLUSSBERICHT erstellt — UAT abgeschlossen, Testsuite `324 passed`, API Health OK, Git Safety Scan OK, UAT Backup/Audit/Dry Run OK; Working Tree nicht clean wegen zwei absichtlicher Änderungen [assistant final]
40. USER bat um empfohlene Schritte — Diff reviewen, committen, ggf. Push/PR-Schritt [user message]
41. SKILL gelesen `github-pr-workflow` — Workflow-Kontext geladen [tool: skill_view]
42. SKILL gelesen `finance-system-architecture` — Architektur-/Safety-Kontext geladen [tool: skill_view]
43. AUSGEFÜHRT Git-Vorabcheck — `git branch --show-current`, `git status --short`, sanitized `git remote -v`, `git diff --check`; exit 0; konkrete Ausgabe nicht sichtbar [tool: terminal]
44. AUSGEFÜHRT Diff-/Secret-Scan-Versuch — `git diff --name-status`, `git diff --stat`, grep nach Secret-Begriffen; exit 0; konkrete Ausgabe nicht sichtbar [tool: terminal]
45. USER erteilte neuen Auftrag „Vue Dashboard v1.2.2 – Add Position Reliability & Crypto Layout Fix“ — Fokus Bugfix-/UX-Sprint, keine neuen Provider [user message]
46. SKILLS gelesen `finance-system-architecture`, `github-pr-workflow`, `test-driven-development`, `systematic-debugging` — Kontext für Sprint geladen [tool: skill_view]
47. TODO neu angelegt — Aufgaben `preflight`, `inspect`, `tests-red`, `backend`, `frontend`, `verify`, `commit-push`, `report`; `preflight` in_progress [tool: todo]
48. AUSGEFÜHRT Preflight-Versuch — Branch/Status/Merge-Check mit `git fetch origin main --quiet`; exit 128, genaue Fehlermeldung nicht sichtbar [tool: terminal]
49. AUSGEFÜHRT Health-Checks — `curl -fsS http://127.0.0.1:5173/api/health` und `curl -fsS http://100.85.29.67:5173/api/health`; exit 0, Ausgabe nicht sichtbar [tool: terminal]
50. AUSGEFÜHRT Preflight erneut mit `set -euo pipefail`, Branch/Status/HEAD/Remote-Merge-Check — exit 0, Ausgabe wegen Kompaktierung nicht sichtbar [tool: terminal]
51. GELESEN `src/jarvis_finance/services/manual_entry_service.py` — Add-/Confirm-/Provider-/Warning-Logik und weitere Confirm-/Materialisierungslogik inspiziert [tool: read_file]
52. GELESEN `src/jarvis_finance/services/equity_service.py` — Equity-Position-Ausgabe/Service-Struktur inspiziert [tool: read_file]
53. GELESEN `frontend/src/pages/PositionAddPage.vue` — Review UI, Candidate-Auswahl, Currency/Confirm-Flow inspiziert [tool: read_file]
54. GELESEN `frontend/src/pages/CryptoPage.vue` — Crypto Layout/KPI-/Tabelle-/Allocation-Struktur inspiziert [tool: read_file]
55. GELESEN `src/jarvis_finance/api/schemas/positions.py` — Position-/Instrument-/Review-Schemas geprüft [tool: read_file]
56. GESUCHT in `src/jarvis_finance` nach `def get_positions|market_value_chf|price_status|fx_status` — `total_count: 0`; relevante Felder/Methoden nicht unter diesen Patterns gefunden [tool: search_files]
57. GELESEN `frontend/src/pages/VueCockpitV11.test.ts` — vorhandene Frontend-/Cockpit-Tests inspiziert [tool: read_file]
58. GELESEN `frontend/src/pages/CryptoPage.test.ts` — vorhandene Crypto-Page-Testfläche inspiziert [tool: read_file]
59. GESUCHT Dateien in `src/jarvis_finance/dashboard` mit Pattern `*.py` — 30 Matches; konkrete Liste im kompaktierten Result nicht sichtbar [tool: search_files]
60. USER bestätigte/erinnerte aktive Task-Liste nach Kontextkompression — `inspect` weiterhin in_progress, restliche Sprint-Schritte pending [user message]
61. GELESEN `src/jarvis_finance/dashboard/data.py` Zeilen 1–260 — Dashboard-Daten-/Positions-/Bewertungslogik weiter inspiziert [tool: read_file]
62. GELESEN `src/jarvis_finance/dashboard/data.py` ab Zeile 520, Limit 320 — weitere Dashboard-Daten-/Crypto-/Portfolio-Logik inspiziert [tool: read_file]
63. GESUCHT `test*.py` in `tests` — 47 Testdateien gefunden; konkrete Liste nicht übernommen [tool: search_files]
64. GELESEN `tests/unit/test_vue_dashboard_v12_acceptance.py` — bestehende Vue-Dashboard-v1.2-Acceptance-/Regressionstestfläche inspiziert [tool: read_file]
65. GELESEN `src/jarvis_finance/api/schemas/positions.py` Zeilen 220–300 — Positions-Schema-Endbereich inspiziert [tool: read_file]
66. GELESEN `src/jarvis_finance/ledger/positions.py` — Ledger-Positions-/Instrument-/Transaktionslogik inspiziert [tool: read_file]

## Active State
- Arbeitsverzeichnis: `/home/agent/.hermes/repos/FinanceManager`.
- Branch laut User/Task: `fix/manual-entry-uat-flows`; Branch-/Merge-Status wurde zwar geprüft, konkrete Ausgabe ist wegen Tool-Kompaktierung nicht sichtbar. Vor Commit/Push unbedingt sichtbar erneut prüfen.
- Lokales Dashboard/API:
  - FastAPI laut früherem User-Hinweis als Background-Prozess `proc_0d3465349165` auf `127.0.0.1:8000` mit UAT Runtime.
  - Health-Checks auf `127.0.0.1:5173/api/health` und `100.85.29.67:5173/api/health` liefen exit 0, Ausgabe nicht sichtbar.
- UAT Runtime: `~/jarvis_runtime/finance-system/uat-vue-dashboard`.
- UAT DB: `~/jarvis_runtime/finance-system/uat-vue-dashboard/data/finance.sqlite3`.
- Letzte bekannte Modified Files aus vorherigem Stand:
  - `frontend/src/pages/PositionAddPage.vue` — Asset-Class-Mapping, Currency nach Candidate-Auswahl, Cash Account Filter, API-kompatible Werte.
  - `src/jarvis_finance/services/manual_entry_service.py` — Transaction-Type-Normalisierung, Cash Confirm schreibt in `transactions` und `cash_balances`, Position Confirm normalisiert Types.
- Seit Start des v1.2.2-Sprints wurden nach sichtbarem Verlauf noch keine neuen Patches/Commits abgeschlossen; aktuell nur Inspektion.
- Teststatus zuletzt vor neuem v1.2.2-Auftrag:
  - Komplette Testsuite mit sauberem Environment: `324 passed`, exit 0.
  - Fokustests nach altem Patch: `7 passed in 4.35s`.
- Aktuelle Todo-Lage laut User-Erinnerung:
  - `inspect`: in_progress.
  - `tests-red`, `backend`, `frontend`, `verify`, `commit-push`, `report`: pending.
  - `preflight` war zuvor completed, aber konkrete Werte müssen vor Commit/Push sichtbar erneut verifiziert werden.

## In Progress
- `inspect`: Provider warning, add-position currency/valuation, review UI und crypto layout Code/Testflächen inspizieren.
- Zuletzt wurden `dashboard/data.py`, `tests/unit/test_vue_dashboard_v12_acceptance.py`, `api/schemas/positions.py` und `ledger/positions.py` gelesen, um Daten-/Positions-/Bewertungs-/Testflächen für v1.2.2-Fixes zu lokalisieren.

## Blocked
- Kein endgültiger technischer Blocker.
- Wichtige Unsicherheiten:
  - Mehrere Terminal-Ausgaben sind durch Kompaktierung nicht sichtbar.
  - Erster neuer Preflight-Command endete mit `exit 128`; genaue Fehlermeldung nicht sichtbar.
  - Zweiter Preflight-Command endete mit `exit 0`, aber Branchname, `git status --short --branch`, HEAD, Merge-Status zu `origin/main` und Remote-Status sind nicht sichtbar.
  - Suche nach `market_value_chf|price_status|fx_status` fand keine Treffer; Bewertungsstatus-Felder müssen ggf. anders lokalisiert oder neu ergänzt werden.
- Früherer Testlauf mit gesetztem `JARVIS_FINANCE_DB_PATH` schlug fehl (`exit 1`); für Tests unbedingt `unset JARVIS_FINANCE_DB_PATH`.

## Key Decisions
- Für v1.2.2 kein neuer Feature-Sprint und keine neuen Provider; nur gezielter Bugfix-/UX-Sprint.
- Providerfehler im User Mode enttechnisieren:
  - Wenn mindestens ein Provider brauchbare Kandidaten liefert, einzelne Providerfehler nicht als zentrale Warnung anzeigen.
  - Wenn kein Provider brauchbare Daten liefert: echte Warnung „Keine verlässlichen Providerdaten gefunden.“
  - Raw Errors nur Admin/Debug.
- GOOG/Alphabet-Kandidaten priorisieren:
  - Hauptlisting NASDAQ/USD/Alphabet Inc. Class C bevorzugen.
  - CDR/ausländische Varianten nachrangig.
  - Dubletten zusammenführen.
- Currency nach Candidate-Auswahl/Confirm materialisieren:
  - `currency_original` in `transactions` prüfen/setzen.
  - `currency` in `instruments` prüfen/setzen.
  - API `/api/equity/positions` muss Currency liefern.
  - Vue muss richtiges Feld nutzen.
- Bewertungsstatus muss zwischen fehlendem Preis, fehlendem FX und vollständig bewertet unterscheiden.
- Initial Snapshot darf ohne Preis gespeichert werden, Übersicht muss klar sagen, was fehlt.
- Cash Confirm schreibt weiterhin sowohl ledger-kompatibel in `transactions` als auch in `cash_balances` für Bridge-Kompatibilität.
- Transaction-Types werden normalisiert.
- Frontend mappt Asset-Class-Labels vor API-Calls: `Aktie → stock`, `ETF → etf`, sonst lowercase.
- Tests müssen ohne global gesetztes `JARVIS_FINANCE_DB_PATH` laufen.

## Resolved Questions
- FastAPI/Vue-Transition-Plan und FastAPI-Skeleton wurden akzeptiert.
- Streamlit bleibt Admin-/Operations-/Fallback-UI.
- API-Keys/Provider-Zugriffe gehören nicht ins Frontend.
- Dashboard lädt lokale Runtime-Daten korrekt.
- Detail Drawer funktioniert für Crypto, Equity und Cash.
- Cash hinzufügen funktioniert in UAT via Preview → Confirm → Audit.
- Aktie/ETF hinzufügen funktionierte in früherer UAT nach Asset-Class-Mapping-Fix grundsätzlich via Preview → Confirm → Audit, aber neuer echter Test zeigt zusätzliche Reliability-/UX-Bugs.
- FX/Preisupdate Dry Run erzeugte keine Writes.
- UAT Backup und Audit wurden bestätigt.
- Testsuite war mit sauberem Environment grün: `324 passed`.
- Git Safety Scan war zuvor OK für `src` und `frontend/src`.
- `git diff --check` war zuvor exit 0.
- User bestätigte zunächst empfohlene Commit-/Push-Schritte, hat danach aber v1.2.2-Bugfix-/UX-Sprint priorisiert.
- Aktive Task-Liste wurde nach Kontextkompression vom User bestätigt; `inspect` bleibt in_progress.

## Pending User Asks
- v1.2.2-Anforderungen noch offen:
  - Branch-Status sichtbar prüfen: aktueller Branch, nicht in `main` gemergt, laufendes Dashboard nutzt aktuellen Branch-Code.
  - Provider-Warnungen im User Mode entschärfen.
  - Kandidatenqualität und GOOG-Auswahl verbessern.
  - Währung nach finalem Hinzufügen fixen.
  - CHF-Wert/Preis-/FX-Status nach Confirm fixen.
  - Review-Zusammenfassung verbessern.
  - Crypto Layout umbauen: KPI-Banner, Tabelle sichtbarer, Allokationen kompakter, Portfolio-Insights, keine doppelten Wallet-Zeilen.
  - Regressionstests ergänzen und RED verifizieren.
  - Backend- und Frontend-Fixes implementieren.
  - Python compile, pytest, npm test, npm run build, Source Secret Scan, Frontend Build Secret Scan, Git-Safety, `git diff --check`.
  - Commit erstellen, pushen ohne Force-Push und Remote-Hash verifizieren.
  - Abschlussbericht mit Statusmatrix, Tests, Git-Safety, Commit-Hash, Push-Status, offene Bugs.

## Relevant Files
- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue`
  - Gelesen und früher gepatcht.
  - Relevante vorhandene Änderungen: `apiAssetClass()`, Mapping `Aktie → stock`, `ETF → etf`, Currency nach Instrument-Auswahl, Preview/Confirm mit API-kompatibler Asset-Class.
  - Für v1.2.2 relevant: Review-Box, User-Warnungen, Candidate-Felder, Confirm-Payload, Currency-Anzeige.
- `/home/agent/.hermes/repos/FinanceManager/frontend/src/api/positions.ts`
  - Früher gelesen; API-Aufrufe für Positionen/Instrumentensuche.
- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue`
  - Gelesen; Layout/KPI/Tabelle/Allocation/Insights für Crypto-Fix relevant.
- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/VueCockpitV11.test.ts`
  - Gelesen; bestehende Frontend-Regressionstestfläche.
- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.test.ts`
  - Gelesen; bestehende Crypto-Page-Testfläche.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py`
  - Früher gepatcht und neu gelesen.
  - Relevant für Provider-Warnings, Candidate-Normalisierung, Confirm-Materialisierung, Currency/transaction fields.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py`
  - Gelesen; relevant für `/api/equity/positions`-/Currency-/Bewertungsdaten.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py`
  - Gelesen, zuletzt Zeilen 220–300; relevant für Candidate/Review/Confirm/API-Schemas.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py`
  - Neu gelesen Zeilen 1–260 und ab 520; relevant für Dashboard-Daten, Positions-/Crypto-/Portfolio-/Bewertungslogik.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/ledger/positions.py`
  - Neu gelesen; relevant für Ledger-Positions-/Instrument-/Transaktionslogik und mögliche Currency-/Position-Materialisierung.
- `/home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py`
  - Neu gelesen; wichtigste bestehende v1.2-Acceptance-/Regressionstestfläche für RED-Tests.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/cash_service.py`
  - Früher gelesen; Cash-Kompatibilität.
- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py`
  - Früher gelesen; CLI-/Dry-Run-/Update-Logik.

## Remaining Work
- `inspect` abschließen:
  - Relevante Funktionen in `dashboard/data.py`, `ledger/positions.py`, `manual_entry_service.py`, API-Routes und Frontend-Tests exakt lokalisieren.
- Sichtbar erneut prüfen:
  - `git branch --show-current`
  - `git status --short --branch`
  - `git fetch origin main` ohne Credentials-Ausgabe
  - Branch nicht in `origin/main` gemergt
  - laufendes Dashboard nutzt aktuellen Branch-Code/Build.
- Regressionstests für v1.2.2 ergänzen:
  - Provider-Warnung nur bei Null brauchbaren Kandidaten.
  - Raw Provider Error Admin-only.
  - GOOG-Kandidat enthält USD/NASDAQ/Provider-Felder.
  - Confirm speichert Currency korrekt.
  - `/api/equity/positions` gibt Currency aus.
  - Preis fehlt → „Preis fehlt“/„nicht bewertet“.
  - Preis + FX → CHF-Wert berechnet.
  - Review enthält ISIN, Ticker, Exchange, Währung und Final-Button erst nach gültiger Review.
  - Crypto Layout: KPI-Banner, Tabelle sichtbar, kompakte Allokationen, Insights, keine Wallet-Dubletten.
- Backend-Fixes implementieren:
  - Provider-Warnings normalisieren und User-/Admin-Ausgabe trennen.
  - Candidate-Pflichtfelder nach Auswahl sicherstellen.
  - Currency-Fallback für US-Exchange/NASDAQ/NYSE plausibel USD, sichtbar/confirmierbar.
  - GOOG-Hauptlisting priorisieren, CDR/ausländische Varianten nachrangig, Dubletten zusammenführen.
  - Confirm materialisiert `currency_original`, Instrument-`currency`, Provider-Symbol/Quelle.
  - Equity positions API mit Currency und Preis-/FX-/CHF-Status erweitern/fixen.
- Frontend-Fixes implementieren:
  - Review-Box nutzerfreundlich, ohne technische Providererrors.
  - Statusanzeige „Preis fehlt“, „FX fehlt“, „Bewertet“, „nicht bewertet“.
  - Crypto KPI-Banner, Tabelle weiter oben/links, kompaktere Allokationscharts, Portfolio-Insights.
- Verifikation:
  - Python compile.
  - `unset JARVIS_FINANCE_DB_PATH`; `PYTHONPATH=src pytest -q tests`.
  - `npm test`.
  - `npm run build`.
  - Source Secret Scan.
  - Frontend Build Secret Scan.
  - Git-Safety.
  - `git diff --check`.
- Commit erstellen, Push auf `fix/manual-entry-uat-flows` ohne Force-Push, Remote-Hash prüfen.
- Abschlussbericht mit User-geforderter ja/nein-Matrix, Tests, Git-Safety, Commit-Hash, Push-Status, offene Bugs.

## Critical Context
- User hatte Credentials erwähnt; niemals Werte übernehmen. In allen Zusammenfassungen/Reports als `[REDACTED]` behandeln.
- Uvicorn läuft laut früherem Hinweis als Background-Prozess `proc_0d3465349165` auf `127.0.0.1:8000`.
- UAT Runtime-Pfad: `~/jarvis_runtime/finance-system/uat-vue-dashboard`.
- UAT DB-Pfad: `~/jarvis_runtime/finance-system/uat-vue-dashboard/data/finance.sqlite3`.
- Wichtig für Tests:
  - Vor Tests `unset JARVIS_FINANCE_DB_PATH`.
  - Mit gesetztem UAT DB-Pfad kann die Testsuite fehlschlagen, weil Tests dann nicht isolierte Temp-Runtimes nutzen.
- Zuletzt berichtete komplette Testsuite vor neuem Auftrag: `324 passed in 17.73s`.
- Fokustests nach altem Patch: `7 passed in 4.35s`.
- Letzte sicher bekannte geänderte Dateien:
  - `frontend/src/pages/PositionAddPage.vue`
  - `src/jarvis_finance/services/manual_entry_service.py`
- Neuer v1.2.2-Sprint hat weiterhin keine sichtbaren Codeänderungen/Commits nach dem vorherigen Stand; aktuell Inspektion.
- Erster neuer Preflight-Command: exit 128, genaue Fehlermeldung nicht sichtbar.
- Zweiter neuer Preflight-Command: exit 0, konkrete Ausgabe nicht sichtbar; vor Commit/Push Werte erneut sichtbar prüfen.
- Kein Commit und kein Push sind im sichtbaren Verlauf abgeschlossen.

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


Explanation:
**Assessing price status**

I'm seeing that the current price status is missing, especially if FX data is absent too. I need to distinguish between the price and FX, which is good to know. It might be helpful to write some tests to spot these issues, and then run them to see where they fail. Maybe we can implement both together? The user asked about tests, so I’ll look into using execute to append or patch as needed and understand the market data catalog warnings too.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (14,880 chars)


[search_files] content search for 'def search_instruments' in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py -> 11 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 700 (12,261 chars)


Explanation:
**Adjusting data source and layout**

I need to add a data source hint label, as that's important for clarity. The price status should be computed better too. I’ll also adjust the crypto layout template. For the tests, I need a backend test for the provider warning in case of a failing provider. The positions endpoint gives the currency, and I should consider price/fx cases while figuring out the API route path. Let’s search for that!


[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/equity.py from line 1 (1,062 chars)


Explanation:
**Patching services and components**

I need to use a patch for the Python service and read the frontend component tests to ensure everything aligns correctly. I'm thinking about whether I need to include types, like a provider_source field. There’s a possibility I can utilize an existing provider, which could simplify things. Alright, let's add the necessary functions and get that patch done. I want to make sure I'm setting everything up correctly!

patch

*** Begin Patch
*** Update File: /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py
@@
 def _provider_warning_label(code: str) -> str:
@@
     return code
+
+...[truncated]


[patch] patch in ? (1,289 chars result)


Explanation:
**Considering patch strategies**

I’m thinking about the idea of using targeted patches. There’s something interesting there! It suggests I need to focus on specific areas instead of overwhelming everything at once. I wonder if this method could lead to more efficient results or if it risks leaving gaps. I should also consider the context in which these patches would be applied. It's all about finding the balance, isn't it? Let's explore this approach further!

def _provider_warning_label(code: str) -> str:
    lowered = code.lower()
    if "api_key_missing" in lowered:
        return "API-Key fehlt"
    if "rate_limited" in lowered:
        return "Rate Lim...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (2,045 chars result)


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()...[truncated]

catalog = conn.execute("SELECT name, COALESCE(NULLIF(instrument_currency,''), NULLIF(trading_currency,'')) AS currency, asset_class, ticker, isin, exchange FROM instrument_catalog_entries WHER...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (1,180 chars result)


currency=r.trading_currency or r.instrument_currency or request.currency or "",


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (850 chars result)


    ui_warnings: list[str] = []
    if candidates:
        hint = _user_provider_source_hint(candidates, warnings)
        if hint:
            ui_warnings.append(hint)
    else:
        ui_warnings.a...[truncated]

    ui_warnings = [_provider_warning_label(w) for w in warnings]
    if not candidates:
        ui_warnings.append("Kein Treffer")
    if len(candidates) > 1:
        ui_warnings.append("Mehrdeutige T...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (2,375 chars result)


    instrument_id = _ensure_instrument_from_request(conn, request)
    if instrument_id is None:
        raise HTTPException(status_code=404, detail="Instrument not found")
    _cache_candidate_price(...[truncated]

    instrument_id = _ensure_instrument_from_request(conn, request)
    tx_id = _uuid("tx")


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (905 chars result)


Explanation:
**Verifying market data source**

I need to check if a market price table has a source type included, and I should verify its schema. It's important to ensure that the data structure is set up correctly to support whatever analysis or processing I intend to perform. Without a proper check, I might end up working with incomplete or incorrect data. So, let's confirm that everything aligns as it should!

CREATE TABLE IF NOT EXISTS market_prices|source_type


[search_files] files search for '*migration*' in /home/agent/.hermes/repos/FinanceManager -> 2 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 1 (13,439 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py from line 1 (2,781 chars)


from hermes_tools import read_file
p='/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py'
text=read_file(p,1,5)['content']
# Can't full due trunc. use python open
import re
s=open(p).read()
m=re.search(r'CREATE TABLE IF NOT EXISTS market_prices \((.*?)\);', s, re.S)
print(m.group(0)[:2000] if m else 'not found')


[execute_code] `from hermes_tools import read_file p='/home/agent/.hermes/re...` (1 lines output)


        INSERT OR IGNORE INTO market_prices(market_price_id, instrument_id, price_date, close, currency, provider, quality_status, created_at)
        VALUES (?, ?, ?, ?, ?, ?, 'ok', ?)

        INSERT OR IGNORE INTO market_prices(market_price_id, instrument_id, price_date, close, currency, provider, quality_status, source_type, created_at)
        VALUES (?, ?, ?, ?, ?, ?, 'ok', 'vue...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (1,169 chars result)


Explanation:
**Reviewing frontend patch needs**

I need to address several things for the frontend patch. First, adding sanitize warnings would be useful. It might also help to make the source hint smaller. I need to look into reviewing box fields too. For the crypto layout, I wonder if using a write function might simplify things. PositionAddPage isn't too large, so that should work. I believe we can patch script functions without too much trouble. Lastly, I need to consider API types, and the patch for template warnings is a must.

Datenquellen-Hinweis
<p v-for="w in ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue (1,906 chars result)


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue (1,155 chars result)


function allToUndefined(value: string) { return value === 'Alle' ? undefined : value }
function userWarning(text: string) { const lowered = text.toLowerCase(); if (lowered.includes('provider_error') |...[truncated]

function allToUndefined(value: string) { return value === 'Alle' ? undefined : value }
async function search() { providerError.value = null; providerWarnings.value = []; selectedCandidate.value = null...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue (9,222 chars result)


Explanation:
**Evaluating provider symbol issue**

I'm noticing that the provider symbol is being used incorrectly because the type lacks this specific field. The user has requested it, though, so I think it makes sense to add the schema field for provider_symbol. It seems essential for clarity in the service candidate. I want to ensure I'm on the right track here, so I'll move forward with updating the front type to accommodate this request.

    provider: str = ""
    provider_symbol: str = ""
    exchange_name: str = ""

    provider: str = ""
    exchange_name: str = ""


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py (782 chars result)


            provider=r.provider or r.source,
            provider_symbol=r.provider_symbol or r.ticker or "",
            exchange_name=r.exchange_name or "",

            provider=r.provider or r.source,
            exchange_name=r.exchange_name or "",


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py (790 chars result)


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/types.ts from line 1 (5,566 chars)


export interface InstrumentSearchCandidate { candidate_id: string; label: string; asset_class: string; isin: string; ticker: string; exchange: string; currency: string; provider: string; provider_symb...[truncated]

export interface InstrumentSearchCandidate { candidate_id: string; label: string; asset_class: string; isin: string; ticker: string; exchange: string; currency: string; provider: string; exchange_name...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/api/types.ts (2,126 chars result)


function candidateFacts(c: InstrumentSearchCandidate) { return [{ label: 'Ticker', value: c.ticker }, { label: 'ISIN', value: c.isin }, { label: 'Exchange', value: c.exchange }, { label: 'Exchange Nam...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue (7,755 chars result)


<div class="rounded-xl border border-sla...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue (5,060 chars result)


[Your active task list was preserved across context compression]
- [>] inspect. Provider warning, add-position currency/valuation, review UI und crypto layout Code/Testflächen inspizieren (in_progress)
- [ ] tests-red. Gezielte v1.2.2 Regressionstests ergänzen und RED verifizieren (pending)
- [ ] backend. Provider-Warnungen normalisieren, Candidate-Normalisierung, Confirm Currency/FX/Price-Status fixen (pending)
- [ ] frontend. Review-Box UX und Crypto KPI/Grid/compact allocations/insights layout fixen (pending)
- [ ] verify. compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen (pending)
- [ ] commit-push. Commit erstellen, pushen und Remote-Hash verifizieren (pending)
- [ ] report. Abschlussbericht mit Statusmatrix, Tests, Hash, Push und offenen Bugs liefern (pending)


Explanation:
**Inspecting skills and tools**

I’m thinking about the skills I need to inspect. It looks like they’re already loaded in compaction. But it seems I still need some tools. I should also read the relevant file regarding the script; it’s essential to patch the computed data properly. This step seems crucial for ensuring everything works smoothly. I want to make sure I'm covering all my bases here!


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue from line 60 (6,458 chars)


Explanation:
**Planning testing procedure**

I need to add a search term and maybe some tests as well. It might be helpful to execute some code to inspect full files. I’m considering whether I need to test for red, especially since we’ve patched things up before. I'll have to add the tests, run them, and fix any failures that arise. Additionally, I should patch the crypto script and consider backend valuation related to the equity service. I also need to read the dashboard data snippets.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py from line 1 (3,403 chars)


Explanation:
**Troubleshooting tool issues**

It seems I'm having some trouble with the tool, as it might not be producing any output. I’m considering using a command like “grep” to help locate what I need. However, it looks like the search_files operation is failing, which isn't ideal. Perhaps I should switch gears and try reading the data using Python instead. That might give me better results. Let’s see how that goes!

p='/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py'
s=open(p).read().splitlines()
for i,l in enumerate(s,1):
    if 'def get_positions' in l or 'market_value_chf' in l or 'price_status' in l or 'fx_status' in l:
        print(i, l[:160])


[execute_code] `p='/home/agent/.hermes/repos/FinanceManager/src/jarvis_finan...` (1 lines output)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py from line 555 (6,116 chars)


    if price_status in {"missing", "fehlt"}:
        return "Preis fehlt"
    if fx_status in {"missing", "fehlt"}:
        return "FX fehlt"

    if price_status in {"missing", "missing_market_price", "fehlt"}:
        return "Preis fehlt"
    if fx_status in {"missing", "missing_fx", "fehlt"}:
        return "FX fehlt"


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py (1,043 chars result)


const sortedPositions = computed(() => [...positions.value].sort((a, b) => Number(b.market_value_chf ?? 0) - Number(a.market_value_chf ?? 0)))
const searchTerm = ref('')
const filteredPositions = comp...[truncated]

const sortedPositions = computed(() => [...positions.value].sort((a, b) => Number(b.market_value_chf ?? 0) - Number(a.market_value_chf ?? 0)))
const totalValue = computed(() => positions.value.reduce(...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue (5,034 chars result)


Explanation:
**Ensuring provider symbol presence**

I need to make sure that the provider_symbol is included in the frontend. It's essential for functionality. I think I should also run some tests to confirm everything works as expected. Using the existing test files is probably a good approach to streamline the process, so I won't have to create new tests from scratch. This way, I can focus on ensuring the provider_symbol is properly integrated without reinventing the wheel!


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.test.ts from line 1 (7,154 chars)


Explanation:
**Planning layout tests**

I need to test the new layout and make sure everything works perfectly. I think it's important to position the Add tests correctly. It'll help me confirm if the layout is functioning as intended. I should detail what I need to check to ensure everything functions well. This way, I can confidently assess the results and identify any potential issues. It's all about thorough testing for a successful outcome!


[search_files] files search for '*.test.ts' in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages -> 4 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/frontend/src/api/positions.ts from line 1 (2,622 chars)


Explanation:
**Considering testing components**

I'm thinking about needing to import the component to write the test. I’m wondering if I’ll need global stubs, but it seems like mounting is likely okay. I should ensure everything is set up correctly for the test to run smoothly. Maybe I should double-check if the imports are functioning as expected before moving forward! This little planning is so crucial for avoiding headaches later on.

import { mount, flushPromises } from '@vue/test-utils'
import { beforeEach, describe, expect, it, vi } from 'vitest'
import PositionAddPage from './PositionAddPage.vue'
import { confirmPosition, getRe...[truncated]


[write_file] wrote to /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.test.ts (74 lines)


Explanation:
**Addressing crypto test issues**

I might be facing an issue with LSP due to the absence of a shim. The existing tests are the same, so I think I can ignore those for now. What I really need to focus on is patching the expectations for the crypto tests. I wonder if updating those expectations will solve any potential problems arising from this situation. Let’s see how I can approach this task!

    expect(wrapper.find('[data-testid="crypto-kpi-banner"]').exists()).toBe(true)
    expect(wrapper.find('[data-testid="crypto-table-panel"]').exists()).toBe(true)
    expect(wrapper.find('[data-test...[truncated]

    expect(wrapper.find('[data-testid="system-status-content-block"]').exists()).toBe(false)
    expect(wrapper.find('[data-testid="crypto-summary-and-charts"]').classes().join(' ')).toContain('xl:gri...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.test.ts (1,123 chars result)


Explanation:
**Planning backend tests**

I need to focus on running backend tests and ensuring we have the existing acceptance criteria in place. It’s essential to inspect the relevant setup because that will help pinpoint any issues or gaps. I’m thinking through how to organize this effectively because a thorough understanding will guide the testing process. Let's ensure everything is in order for clear results and to avoid any confusion later on!


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py from line 1 (18,970 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py from line 221 (2,757 chars)


Explanation:
**Reviewing code requirements**

I see that the tests already have a bunch of requirements. It looks like I need to update the provider_symbol and ensure that warnings are properly suppressed. There's also the need for a materialized market price or equity. Hmm, I'm starting to wonder if the current code might be broken regarding the provider symbol schema. I should add asserts and gather info on the manual_entry code around those functions. Let's make sure everything is aligned!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py from line 1 (31,846 chars)


Explanation:
**Considering currency filters**

I’m thinking about a potential issue where results may not have a currency while still filtering for USD. That might be okay, but I need to ensure that any warnings from the provider are user-friendly. I should also do some tests to make sure everything functions correctly. It makes sense to check for any patches needed for the testing process as well. Let’s keep things clear and easy for the user!

    assert goog["price_date"] == "2026-05-16"
    assert goog["provider_symbol"] == "BBG009S3NB30"
    assert "openfigi" in goog["provider"] and "finnhub" in goog["provider"]
    assert goog["confiden...[truncated]

    assert goog["price_date"] == "2026-05-16"
    assert "openfigi" in goog["provider"] and "finnhub" in goog["provider"]
    assert goog["confidence_label"] in {"Eindeutig", "Wahrscheinlich"}


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py (3,403 chars result)


    conn.execute("""
        INSERT INTO instrument_catalog_entries(catalog_entry_id, asset_class, name, normalized_name, isin, ticker, exchange, trading_currency, instrument_currency, provider, provi...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py (1,602 chars result)


    tx = conn.execute("SELECT instrument_id, currency_original FROM transactions WHERE transaction_id=?", (confirmed["entity_id"],)).fetchone()
    assert tx["currency_original"] == "USD"
    inst = c...[truncated]

    tx = conn.execute("SELECT instrument_id FROM transactions WHERE transaction_id=?", (confirmed["entity_id"],)).fetchone()
    inst = conn.execute("SELECT ticker, isin, exchange, currency FROM instr...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/tests/unit/test_vue_dashboard_v12_acceptance.py (2,338 chars result)


Explanation:
**Planning Tests and Updates**

I need to run some targeted tests to ensure everything is functioning correctly. It's crucial to focus on the specific areas where issues might be lurking. Additionally, I should plan an update to keep everything fresh and optimized. Balancing these tasks might require some careful organization so I can track everything effectively and avoid any mix-ups. It feels like having a solid plan will help me stay on top of things!

todo

Provider warning, add-position currency/valuation, review UI und crypto layout Code/Testflächen inspizieren

Gezielte v1.2.2 Regressionstests ergänzen und RED verifizieren

Provider-Warnungen normalisieren, Candidate-Normalisierung, Confirm Currency/FX/Price-Status fixen

Review-Box UX und Crypto KPI/Grid/compact allocations/insights layout fixen

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

Commit erstellen, pushen und Remote-Hash verifizieren

Abschlussbericht mit Statusmatrix, Tests, Hash, Push und offenen Bugs liefern


[todo] updated task list


terminal

source .venv/bin/activate 2>/dev/null || source venv/bin/activate; unset JARVIS_FINANCE_DB_PATH; PYTHONPATH=src pytest -q tests/unit/test_vue_dashboard_v12_acceptance.py


[terminal] ran `source .venv/bin/activate 2>/dev/null || source venv/bin/activate; unset JARV...` -> exit 1, 1 lines output


Explanation:
**Clarifying schema needs**

I'm considering if I really need the last_price column in the schema. It seems like the CatalogSearchResult might still save the relevant information I need. Maybe I should inspect the migrations to see what catalog columns are included. I want to ensure I have both clarity and completeness in my database structure, so figuring this out is essential before moving on!


import os
for root,_,files in os.walk('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance'):
 for f in files:
  if f.endswith('.py'):
   p=os.path.join(root,f); s=open(p).read()
   if 'instrument_catalog_entries' in s or 'last_price' in s:
    print(p)
    for i,l in enumerate(s.splitlines(),1):
     if 'instrument_catalog_entries' in l or 'last_price' in l:
      print(' ', i, l[:150])


[execute_code] `import os for root,_,files in os.walk('/home/agent/.hermes/r...` (1 lines output)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 340 (4,553 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 630 (6,720 chars)


Explanation:
**Considering migration options**

I'm trying to figure out whether I need to add columns during migration or if I should just not use last_price. The requirement is to have CHF confirmed from the provider candidate. If the catalog table isn't persisting last_price, then the provider's search for created candidates might not have prices materialized. I'm thinking I could add optional columns to the catalog table migration and perform an upsert if needed. I wonder where the provider results come from; likely the search_instruments writes?


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 820 (5,157 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 760 (6,303 chars)


Explanation:
**Considering database migrations**

I think adding columns is reasonable, but I need to ensure I keep track of the migration version. It seems like applying migrations uses a variable called MIGRATION_VERSION if the current version is less. I might need to create an idempotent function for adding columns, maybe in an existing migration. Also, it looks like I should include CATALOG_OPTIONAL_COLUMNS and _add missing after creation. I also need to consider updating CatalogEntryInput and review the dataclass.


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (5,326 chars)


Explanation:
**Updating catalog entry fields**

I'm thinking I need to add fields to the CatalogEntryInput. It'll be important to make sure these changes are reflected in the upsert process. I wonder how the migration will go, as it's crucial to ensure everything works seamlessly after the update. Making these changes seems straightforward, but I want to double-check that all dependencies are accounted for. Getting this right is essential, so I’ll take a closer look at the migration process as I move forward.

patch

MIGRATION_VERSION = 16
MIGRATION_NAME = "016_catalog_provider_price_snapshot"

MIGRATION_VERSION = 15
MIGRATION_NAME = "015_instrument_import_candidates"


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (859 chars result)


INSTRUMENT_OPTIONAL_COLUMNS = {
    "position_category": "TEXT",
    "ter": "TEXT",
    "distribution_policy": "TEXT",
    "index_name": "TEXT",
    "fund_domicile": "TEXT",
    "benchmark": "TEXT",
 ...[truncated]


[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py (903 chars result)


            notes TEXT,
            last_price TEXT,
            price_currency TEXT,
            price_date TEXT,
            price_source TEXT,
            exchange_name TEXT,
            mic TEXT,
            security_type TEXT,
            created_at TEXT NOT NULL,

            notes TEXT,
            created_at TEXT NOT NULL,


Found 4 matches for old_string. Provide more context to make it unique, or use replace_all=True.


            source_confidence TEXT NOT NULL DEFAULT 'low',
            last_verified_at TEXT,
            notes TEXT,
            last_price TEXT,
            price_currency TEXT,
            price_da...[truncated]

            source_confidence TEXT NOT NULL DEFAULT 'low',
            last_verified_at TEXT,
            notes TEXT,
            created_at TEXT NOT NULL,
            updated_at TEXT
        );


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -383,6 +383,13 @@
             source_confidence TEXT NOT NULL DEFAULT 'low',
             last_verified_at TEXT,
             notes TEXT,
+            last_price TEXT,
+            price_currency TEXT,
+            price_date TEXT,
+            price_source TEXT,
+            exchange_name TEXT,
+            mic TEXT,
+            security_type TEXT,
             created_at TEXT NOT NULL,
             updated_at TEXT
         );


        CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);
        """
    )
    _add_missing_columns(conn, "instrument_catalog_entries", CATALOG_OPTIONAL_COLUMNS)
    conn.executescript(

        CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);
        """
    )
    conn.executescript(


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py
@@ -399,6 +399,7 @@
         CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);
         """
     )
+    _add_missing_columns(conn, "instrument_catalog_entries", CATALOG_OPTIONAL_COLUMNS)
     conn.executescript(
         """
         CREATE TABLE IF NOT EXISTS instrument_price_mapping_candidates (


Explanation:
**Updating records and catalog**

I need to apply the migrations for the final records version. So, I think I should update the catalog.py dataclass. It seems like a straightforward step to make sure everything is synchronized. Making sure that the catalog reflects the latest changes is super important, and I want to ensure that I’m not missing anything this time. It could lead to issues later if I don't get it right!

    source: str = "manual"
    source_confidence: str = "low"
    notes: str | None = None
    last_price: str | None = None
    price_currency: str | None = None
    price_date: str | None = None
    price_source: str | None = None
    exchange_name: str | None = None
    mic: str | None = None
    security_type: str | None = None


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -54,6 +54,13 @@
     source: str = "manual"
     source_confidence: str = "low"
     notes: str | None = None
+    last_price: str | None = None
+    price_currency: str | None = None
+    price_date: str | None = None
+    price_source: str | None = None
+    exchange_name: str | None = None
+    mic: str | None = None
+    security_type: str | None = None

 @dataclass

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


            hedge_status, instrument_status, valuation_policy, source, source_confidence,
            last_verified_at, notes, last_price, price_currency, price_date, price_source,
            exchange_name, mic, security_type, created_at, updated_at
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)

            hedge_status, instrument_status, valuation_policy, source, source_confidence,
            last_verified_at, notes, created_at, updated_at
        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -658,8 +658,9 @@
             trading_currency, instrument_currency, provider, provider_symbol, provider_market,
             country, sector, issuer, fund_type, is_currency_hedged, hedged_to_currency,
             hedge_status, instrument_status, valuation_policy, source, source_confidence,
-            last_verified_at, notes, created_at, updated_at
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+            last_verified_at, notes, last_price, price_currency, price_date, price_source,
+            exchange_name, mic, security_type, created_at, updated_at
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
         ON CONFLICT(catalog_entry_id) DO UPDATE SET
             name=excluded.name,
             normalized_name=excluded.normalized_name,


            last_verified_at=excluded.last_verified_at,
            notes=excluded.notes,
            last_price=excluded.last_price,
            price_currency=excluded.price_currency,
            price_date=excluded.price_date,
            price_source=excluded.price_source,
            exchange_name=excluded.exchange_name,
            mic=excluded.mic,
            security_type=excluded.security_type,
            updated_at=excluded.updated_at

            last_verified_at=excluded.last_verified_at,
            notes=excluded.notes,
            updated_at=excluded.updated_at


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -679,6 +679,13 @@
             source_confidence=excluded.source_confidence,
             last_verified_at=excluded.last_verified_at,
             notes=excluded.notes,
+            last_price=excluded.last_price,
+            price_currency=excluded.price_currency,
+            price_date=excluded.price_date,
+            price_source=excluded.price_source,
+            exchange_name=excluded.exchange_name,
+            mic=excluded.mic,
+            security_type=excluded.security_type,
             updated_at=excluded.updated_at
         """,
         (


            (entry.hedged_to_currency or "").strip().upper() or None, entry.hedge_status, entry.instrument_status,
            entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes,
            entry.last_price, entry.price_currency, entry.price_date, entry.price_source,
            entry.exchange_name, entry.mic, entry.security_type, now, now,
        ),

            (entry.hedged_to_currency or "").strip().upper() or None, entry.hedge_status, entry.instrument_status,
            entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes, now, now,
        ),


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -693,7 +693,9 @@
             trading_currency, instrument_currency, provider, provider_symbol, provider_market,
             entry.country, entry.sector, entry.issuer, entry.fund_type, 1 if entry.is_currency_hedged else 0 if entry.is_currency_hedged is False else None,
             (entry.hedged_to_currency or "").strip().upper() or None, entry.hedge_status, entry.instrument_status,
-            entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes, now, now,
+            entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes,
+            entry.last_price, entry.price_currency, entry.price_date, entry.price_source,
+            entry.exchange_name, entry.mic, entry.security_type, now, now,
         ),
     )
     record_audit_event(


            provider_market=row["provider_market"], country=row["country"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",
            confidence=row["source_confidence"] or "low", source="local_catalog", evidence_note="local catalog match",
            last_price=row["last_price"], price_currency=row["price_currency"], price_date=row["price_date"], price_source=row["price_source"],
            exchange_name=row["exchange_name"], mic=row["mic"], security_type=row["security_type"],


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -737,6 +737,8 @@
             trading_currency=row["trading_currency"], instrument_currency=row["instrument_currency"], provider=row["provider"], provider_symbol=row["provider_symbol"],
             provider_market=row["provider_market"], country=row["country"], hedge_status=row["hedge_status"] or "unknown", instrument_status=row["instrument_status"] or "unknown",
             confidence=row["source_confidence"] or "low", source="local_catalog", evidence_note="local catalog match",
+            last_price=row["last_price"], price_currency=row["price_currency"], price_date=row["price_date"], price_source=row["price_source"],
+            exchange_name=row["exchange_name"], mic=row["mic"], security_type=row["security_type"],
         )
         for row in rows
     ]


                            country=item.country,
                            source=item.source,
                            source_confidence=item.confidence if item.confidence in CONFIDENCES else "low",
                            notes=item.evidence_note,
                            last_price=item.last_price,
                            price_currency=item.price_currency,
                            price_date=item.price_date,
                            price_source=item.price_source,
                            exchange_name=item.exchange_name,
                            mic=item.mic,
                            security_type=item.security_type,


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -836,6 +836,13 @@
                             source=item.source,
                             source_confidence=item.confidence if item.confidence in CONFIDENCES else "low",
                             notes=item.evidence_note,
+                            last_price=item.last_price,
+                            price_currency=item.price_currency,
+                            price_date=item.price_date,
+                            price_source=item.price_source,
+                            exchange_name=item.exchange_name,
+                            mic=item.mic,
+                            security_type=item.security_type,
                         ),
                         note=f"Cache explicit instrument search result from {getattr(provider, 'name', 'external')}",
                         created_by="dashboard_search",


Explanation:
**Adjusting database migration**

I’m wondering if I need to update the initial table schema too. It seems that when applying migrations to a fresh database, it first executes the INITIAL_SCHEMA, but does this include the market if there's no catalog? The migration then creates what’s needed. I might need to adjust my test to reinsert now. Let’s run the Python tests again to make sure everything works properly!

terminal

source .venv/bin/activate; unset JARVIS_FINANCE_DB_PATH; PYTHONPATH=src pytest -q tests/unit/test_vue_dashboard_v12_acceptance.py


Output:
/usr/bin/bash: Zeile 3: .venv/bin/activate: Datei oder Verzeichnis nicht gefunden
........F..                                                              [100%]
=================================== FAILURES ===================================
__ test_provider_candidate_preview_confirm_materializes_instrument_and_audit ___

    def test_provider_candidate_preview_confirm_materializes_instrument_and_audit() -> None:
        conn = _connect(); apply_migrations(conn); _seed(conn)
        now = "2026-05-16T12:00:00Z"
        conn.execute("""
            INSERT INTO instrument_catalog_entries(catalog_entry_id, asset_class, name, normalized_name, isin, ticker, exchange, trading_currency, instrument_currency, provider, provider_symbol, provider_market, country, source, source_confidence, last_price, price_currency, price_date, created_at, updated_at)
            VALUES ('cat_goog', 'stock', 'ALPHABET INC-CL C', 'alphabet inc cl c', 'US02079K1079', 'GOOG', 'NASDAQ', 'USD', 'USD', 'openfigi', 'BBG009S3NB30', 'NASDAQ', 'US', 'openfigi', 'high', '175.12', 'USD', '2026-05-16', ?, ?)
        """, (now, now))
        conn.commit()
        client = _client(conn)
        req = {"asset_class": "stock", "account_id": "broker1", "candidate_id": "cat_goog", "quantity": "2", "currency": "USD", "trade_date": "2026-05-16", "transaction_type": "initial_snapshot", "cost_basis_original": "100", "note": "provider candidate"}

        before = conn.execute("SELECT COUNT(*) FROM instruments WHERE isin='US02079K1079'").fetchone()[0]
        preview = client.post("/api/positions/preview", json=req).json()
        assert preview["summary"].startswith("ALPHABET")
        assert conn.execute("SELECT COUNT(*) FROM instruments WHERE isin='US02079K1079'").fetchone()[0] == before
        confirmed = client.post("/api/positions/confirm", json={**req, "preview_id": preview["preview_id"], "confirm": True}).json()

        tx = conn.execute("SELECT instrument_id, currency_original FROM transactions WHERE transaction_id=?", (confirmed["entity_id"],)).fetchone()
        assert tx["currency_original"] == "USD"
        inst = conn.execute("SELECT ticker, isin, exchange, currency, provider_symbol, data_provider_primary FROM instruments WHERE instrument_id=?", (tx["instrument_id"],)).fetchone()
        assert dict(inst) == {"ticker": "GOOG", "isin": "US02079K1079", "exchange": "NASDAQ", "currency": "USD", "provider_symbol": "BBG009S3NB30", "data_provider_primary": "openfigi"}
        price = conn.execute("SELECT close, currency, provider FROM market_prices WHERE instrument_id=?", (tx["instrument_id"],)).fetchone()
        assert price["close"] == "175.12"
        assert price["currency"] == "USD"
        assert price["provider"] == "openfigi"
        equity = client.get("/api/equity/positions").json()
        goog_row = next(row for row in equity if row["ticker"] == "GOOG")
        assert goog_row["currency"] == "USD"
>       assert goog_row["status"] == "Bewertet"
E       AssertionError: assert 'Einstand unvollständig' == 'Bewertet'
E
E         - Bewertet
E         + Einstand unvollständig

tests/unit/test_vue_dashboard_v12_acceptance.py:280: AssertionError
=========================== short test summary info ============================
FAILED tests/unit/test_vue_dashboard_v12_acceptance.py::test_provider_candidate_preview_confirm_materializes_instrument_and_audit
1 failed, 10 passed in 0.97s


patch

    quality = str(row.get("data_quality_status") or row.get("valuation_status") or "").lower()
    warnings = str(row.get("quality_warnings") or "").lower()
    if price_status in {"missing", "missing_market_price", "fehlt"}:
        return "Preis fehlt"
    if fx_status in {"missing", "missing_fx", "fehlt"}:
        return "FX fehlt"
    if "cost_basis_missing" in warnings:
        return "Einstand unvollständig"
    if price_status == "ok" and fx_status == "ok":
        return "Bewertet"
    if quality in {"missing", "incomplete", "partial", "warning"}:

    quality = str(row.get("data_quality_status") or row.get("valuation_status") or "").lower()
    if price_status in {"missing", "missing_market_price", "fehlt"}:
        return "Preis fehlt"
    if fx_status in {"missing", "missing_fx", "fehlt"}:
        return "FX fehlt"
    if quality in {"missing", "incomplete", "partial", "warning"}:


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py
@@ -22,10 +22,15 @@
     price_status = str(row.get("price_status") or "").lower()
     fx_status = str(row.get("fx_status") or "").lower()
     quality = str(row.get("data_quality_status") or row.get("valuation_status") or "").lower()
+    warnings = str(row.get("quality_warnings") or "").lower()
     if price_status in {"missing", "missing_market_price", "fehlt"}:
         return "Preis fehlt"
     if fx_status in {"missing", "missing_fx", "fehlt"}:
         return "FX fehlt"
+    if "cost_basis_missing" in warnings:
+        return "Einstand unvollständig"
+    if price_status == "ok" and fx_status == "ok":
+        return "Bewertet"
     if quality in {"missing", "incomplete", "partial", "warning"}:
         return "Einstand unvollständig"
     return "Bewertet"


terminal

unset JARVIS_FINANCE_DB_PATH; PYTHONPATH=src pytest -q tests/unit/test_vue_dashboard_v12_acceptance.py


Output:
...........                                                              [100%]
11 passed in 0.96s


Explanation:
**Focusing on npm testing**

I need to make sure I'm setting up the npm test properly and targeting the right parameters. It’s essential that I’m clear on what I want to achieve with the test. I want to ensure that the tests run smoothly and give me accurate results. I should probably check the documentation for any specifics or flags that could help me out. It’s all about getting that testing process right!

npm test -- --run frontend/src/pages/PositionAddPage.test.ts frontend/src/pages/CryptoPage.test.ts


Output:
npm error code ENOENT
npm error syscall open
npm error path /home/agent/.hermes/repos/FinanceManager/package.json
npm error errno -2
npm error enoent Could not read package.json: Error: ENOENT: no such file or directory, open '/home/agent/.hermes/repos/FinanceManager/package.json'
npm error enoent This is related to npm not being able to find a file.
npm error enoent
npm error A complete log of this run can be found in: /home/agent/.npm/_logs/2026-05-16T21_33_54_016Z-debug-0.log


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


Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/PositionAddPage.test.ts src/pages/CryptoPage.test.ts

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

 ❯ src/pages/PositionAddPage.test.ts (2 tests | 2 failed) 81ms
     × uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts 65ms
     × shows a clear no-provider-data error when no reliable candidates are returned 14ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 121ms

⎯⎯⎯⎯⎯⎯⎯ Failed Tests 2 ⎯⎯⎯⎯⎯⎯⎯

 FAIL  src/pages/PositionAddPage.test.ts > PositionAddPage v1.2.2 reliability > uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts
Error: Unable to get [data-test="query"] within:

Read-only · lokale Runtime-Daten

Position hinzufügen

Review → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur bei Klick.

<button data-testid="add-position-page" class="rounded-xl bg-cyan-400 px-4 py-2 text-sm font-semibold text-slate-950 hover:bg-cyan-300 disabled:cursor-not-allowed disabled:opacity-60">Aktualisieren</button>

<button type="button" data-test="asset-stock" class="rounded-xl border border-cyan-300 bg-cyan-400/10 p-4 font-semibold text-cyan-100">Aktie</button><button type="button" data-test="asset-etf" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">ETF</button><button type="button" data-test="asset-crypto" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">Crypto</button><button type="button" data-test="asset-cash" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">Cash</button>

1–3. Suchen / erfassen

Depot / Wallet / Konto<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option value="acc-1">UAT Depot</option>
        </select>Währung<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">ISIN / Ticker / Name<input data-test="instrument-query" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" placeholder="z.B. GOOG, CH0012221716 oder Nestlé">

Land<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>US</option>
          <option>CH</option>
          <option>EU</option>
        </select>Währung<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>USD</option>
          <option>CHF</option>
          <option>EUR</option>
        </select>Exchange<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>NASDAQ</option>
          <option>NYSE</option>
          <option>SIX</option>
          <option>XETRA</option>
        </select>Assetklasse<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Aktie</option>
          <option>ETF</option>
          <option>Alle</option>
        </select><input type="checkbox"> Nur Hauptlisting<input type="checkbox"> CDR/ADR/Derivate ausblenden
<button data-test="search-instrument" type="button" class="mt-3 rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950">Provider-Suche starten</button>

4–5. Eingaben & Zusammenfassung

Menge / Betrag<input data-test="quantity" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Datum<input type="date" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Transaktionstyp<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Initial Snapshot</option>
          <option>Kauf</option>
          <option>Cash Einzahlung</option>
          <option>Cash Auszahlung</option>
        </select>Betrag / Cost Basis optional<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Notiz<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">

<button type="button" data-test="review-position" class="rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40">Zusammenfassung prüfen</button><button type="button" data-test="confirm-position" class="rounded-lg bg-emerald-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40" disabled="">Final hinzufügen</button>

 ❯ VueWrapper.get node_modules/@vue/test-utils/dist/vue-test-utils.cjs.js:7195:15
 ❯ src/pages/PositionAddPage.test.ts:37:19
     35|     await flushPromises()
     36|
     37|     await wrapper.get('[data-test="query"]').setValue('GOOG')
       |                   ^
     38|     await wrapper.get('[data-test="search-instrument"]').trigger('clic…
     39|     await flushPromises()

⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/2]⎯

 FAIL  src/pages/PositionAddPage.test.ts > PositionAddPage v1.2.2 reliability > shows a clear no-provider-data error when no reliable candidates are returned
Error: Unable to get [data-test="query"] within:

Read-only · lokale Runtime-Daten

Position hinzufügen

Review → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur bei Klick.

<button data-testid="add-position-page" class="rounded-xl bg-cyan-400 px-4 py-2 text-sm font-semibold text-slate-950 hover:bg-cyan-300 disabled:cursor-not-allowed disabled:opacity-60">Aktualisieren</button>

<button type="button" data-test="asset-stock" class="rounded-xl border border-cyan-300 bg-cyan-400/10 p-4 font-semibold text-cyan-100">Aktie</button><button type="button" data-test="asset-etf" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">ETF</button><button type="button" data-test="asset-crypto" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">Crypto</button><button type="button" data-test="asset-cash" class="rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400">Cash</button>

1–3. Suchen / erfassen

Depot / Wallet / Konto<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option value="acc-1">UAT Depot</option>
        </select>Währung<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">ISIN / Ticker / Name<input data-test="instrument-query" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" placeholder="z.B. GOOG, CH0012221716 oder Nestlé">

Land<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>US</option>
          <option>CH</option>
          <option>EU</option>
        </select>Währung<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>USD</option>
          <option>CHF</option>
          <option>EUR</option>
        </select>Exchange<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Alle</option>
          <option>NASDAQ</option>
          <option>NYSE</option>
          <option>SIX</option>
          <option>XETRA</option>
        </select>Assetklasse<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Aktie</option>
          <option>ETF</option>
          <option>Alle</option>
        </select><input type="checkbox"> Nur Hauptlisting<input type="checkbox"> CDR/ADR/Derivate ausblenden
<button data-test="search-instrument" type="button" class="mt-3 rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950">Provider-Suche starten</button>

4–5. Eingaben & Zusammenfassung

Menge / Betrag<input data-test="quantity" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Datum<input type="date" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Transaktionstyp<select class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">
          <option>Initial Snapshot</option>
          <option>Kauf</option>
          <option>Cash Einzahlung</option>
          <option>Cash Auszahlung</option>
        </select>Betrag / Cost Basis optional<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">Notiz<input class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2">

<button type="button" data-test="review-position" class="rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40">Zusammenfassung prüfen</button><button type="button" data-test="confirm-position" class="rounded-lg bg-emerald-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40" disabled="">Final hinzufügen</button>

 ❯ VueWrapper.get node_modules/@vue/test-utils/dist/vue-test-utils.cjs.js:7195:15
 ❯ src/pages/PositionAddPage.test.ts:67:19
     65|     await flushPromises()
     66|
     67|     await wrapper.get('[data-test="query"]').setValue('unknown')
       |                   ^
     68|     await wrapper.get('[data-test="search-instrument"]').trigger('clic…
     69|     await flushPromises()

⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[2/2]⎯

 Test Files  1 failed | 1 passed (2)
      Tests  2 failed | 2 passed (4)
   Start at  23:33:59
   Duration  1.23s (transform 414ms, setup 0ms, import 726ms, tests 202ms, environment 1.17s)


Explanation:
**Fixing test selectors**

I need to focus on reviewing and fixing the selectors for the test cases. It’s important to ensure they’re accurate and effective. I’m thinking through which elements might need adjustment and if I have any clear patterns I can identify. Okay, let’s take it step by step to improve the selectors so they function as expected in the tests. I want to get this right for better results!


patch

--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.test.ts
@@ -34,7 +34,7 @@
     const wrapper = mount(PositionAddPage)
     await flushPromises()

-    await wrapper.get('[data-test="query"]').setValue('GOOG')
+    await wrapper.get('[data-test="instrument-query"]').setValue('GOOG')
     await wrapper.get('[data-test="search-instrument"]').trigger('click')
     await flushPromises()

@@ -64,7 +64,7 @@
     const wrapper = mount(PositionAddPage)
     await flushPromises()

-    await wrapper.get('[data-test="query"]').setValue('unknown')
+    await wrapper.get('[data-test="instrument-query"]').setValue('unknown')
     await wrapper.get('[data-test="search-instrument"]').trigger('click')
     await flushPromises()

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


terminal

{"output": "> jarvis-finance-dashboard-vue@0.0.0 test\n> vitest run --environment jsdom --run src/pages/PositionAddPage.test.ts src/pages/CryptoPage.test.ts\n\n\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\n\n ❯ src/pages/PositionAddPage.test.ts (2 tests | 1 failed) 97ms\n     × uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts 81ms\n     ✓ shows a clear no-provider-data error when no reliable candidates are returned 15ms\n ✓ src/pages/CryptoPage.test.ts (2 tests) 123ms\n\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\n\n FAIL  src/pages/PositionAddPage.test.ts > PositionAddPage v1.2.2 reliability > uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts\nError: Unable to get [data-test=\"preview-position\"] within:
\n
\n
\n
Read-only · lokale Runtime-Daten
\n
Position hinzufügen
\n
Review → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur bei Klick.
\n
<button data-testid=\"add-position-page\" class=\"rounded-xl bg-cyan-400 px-4 py-2 text-sm font-semibold text-slate-950 hover:bg-cyan-300 disabled:cursor-not-allowed disabled:opacity-60\">Aktualisieren</button>\n
\n
<button type=\"button\" data-test=\"asset-stock\" class=\"rounded-xl border border-cyan-300 bg-cyan-400/10 p-4 font-semibold text-cyan-100\">Aktie</button><button type=\"button\" data-test=\"asset-etf\" class=\"rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400\">ETF</button><button type=\"button\" data-test=\"asset-crypto\" class=\"rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400\">Crypto</button><button type=\"button\" data-test=\"asset-cash\" class=\"rounded-xl border border-slate-700 bg-slate-900 p-4 text-slate-300 hover:border-cyan-400\">Cash</button>
\n
\n
1–3. Suchen / erfassen
\n
Depot / Wallet / Konto<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option value=\"acc-1\">UAT Depot</option>\n        </select>Währung<input class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">ISIN / Ticker / Name<input data-test=\"instrument-query\" class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\" placeholder=\"z.B. GOOG, CH0012221716 oder Nestlé\">
\n
Land<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option>Alle</option>\n          <option>US</option>\n          <option>CH</option>\n          <option>EU</option>\n        </select>Währung<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option>Alle</option>\n          <option>USD</option>\n          <option>CHF</option>\n          <option>EUR</option>\n        </select>Exchange<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option>Alle</option>\n          <option>NASDAQ</option>\n          <option>NYSE</option>\n          <option>SIX</option>\n          <option>XETRA</option>\n        </select>Assetklasse<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option>Aktie</option>\n          <option>ETF</option>\n          <option>Alle</option>\n        </select><input type=\"checkbox\"> Nur Hauptlisting<input type=\"checkbox\"> CDR/ADR/Derivate ausblenden
<button data-test=\"search-instrument\" type=\"button\" class=\"mt-3 rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950\">Provider-Suche starten</button>\n    \n
\n
Datenquellen-Hinweis
\n
Datenquelle teilweise eingeschränkt
\n
\n
<button data-test=\"candidate-cand-goog\" type=\"button\" class=\"rounded-xl border border-cyan-300 bg-cyan-400/10 p-4 text-left\">\n
\n
Alphabet Inc. Class C
hoch\n
\n
\n
Ticker
\n
GOOG
\n
ISIN
\n
US02079K1079
\n
Exchange
\n
NASDAQ
\n
Exchange Name
\n
NASDAQ Global Select
\n
MIC
\n
XNAS
\n
Währung
\n
USD
\n
Land
\n
US
\n
Assetklasse
\n
stock
\n
Security Type
\n
Common Stock
\n
Provider
\n
openfigi
\n
Provider-Symbol
\n
GOOG:NASDAQ
\n
Kurs
\n
175.25
\n
Kurswährung
\n
USD
\n
Kursdatum
\n
2026-05-16
\n
\n      </button>
\n
Ausgewählt: Alphabet Inc. Class C · GOOG · NASDAQ
\n    \n
\n
\n
4–5. Eingaben & Zusammenfassung
\n
Menge / Betrag<input data-test=\"quantity\" class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">Datum<input type=\"date\" class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">Transaktionstyp<select class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">\n          <option>Initial Snapshot</option>\n          <option>Kauf</option>\n          <option>Cash Einzahlung</option>\n          <option>Cash Auszahlung</option>\n        </select>Betrag / Cost Basis optional<input class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">Notiz<input class=\"mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2\">
\n    \n
<button type=\"button\" data-test=\"review-position\" class=\"rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40\">Zusammenfassung prüfen</button><button type=\"button\" data-test=\"confirm-position\" class=\"rounded-lg bg-emerald-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40\" disabled=\"\">Final hinzufügen</button>\n      \n
\n    \n    \n
\n
\n ❯ VueWrapper.get node_modules/@vue/test-utils/dist/vue-test-utils.cjs.js:7195:15\n ❯ src/pages/PositionAddPage.test.ts:49:19\n     47|     await wrapper.get('[data-test=\"candidate-cand-goog\"]').trigger('cl…\n     48|     await wrapper.get('[data-test=\"quantity\"]').setValue('1')\n     49|     await wrapper.get('[data-test=\"preview-position\"]').trigger('click…\n       |                   ^\n     50|     await flushPromises()\n     51|\n\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\n\n\n Test Files  1 failed | 1 passed (2)\n      Tests  1 failed | 3 passed (4)\n   Start at  23:34:13\n   Duration  1.36s (transform 572ms, setup 0ms, import 833ms, tests 220ms, environment 1.32s)", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


patch

--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.test.ts
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.test.ts
@@ -46,7 +46,7 @@

     await wrapper.get('[data-test="candidate-cand-goog"]').trigger('click')
     await wrapper.get('[data-test="quantity"]').setValue('1')
-    await wrapper.get('[data-test="preview-position"]').trigger('click')
+    await wrapper.get('[data-test="review-position"]').trigger('click')
     await flushPromises()

     expect(previewPosition).toHaveBeenCalledWith(expect.objectContaining({ candidate_id: 'cand-goog', currency: 'USD', ticker: 'GOOG', isin: 'US02079K1079' }))

Output: error TS5112: tsconfig.json is present but will not be loaded if files are specified on commandline. Use '--ignoreConfig' to skip this error.

Pre-existing lint errors — this edit didn't introduce new ones but the file is still broken.


terminal

{"output": "> jarvis-finance-dashboard-vue@0.0.0 test\n> vitest run --environment jsdom --run src/pages/PositionAddPage.test.ts src/pages/CryptoPage.test.ts\n\n\n RUN  v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\n\n ❯ src/pages/PositionAddPage.test.ts (2 tests | 1 failed) 110ms\n     × uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts 97ms\n     ✓ shows a clear no-provider-data error when no reliable candidates are returned 11ms\n ✓ src/pages/CryptoPage.test.ts (2 tests) 109ms\n\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\n\n FAIL  src/pages/PositionAddPage.test.ts > PositionAddPage v1.2.2 reliability > uses API asset classes, hides raw provider warnings when candidates exist, and shows rich review facts\nAssertionError: expected 'Read-only · lokale Runtime-DatenPosit…' to contain 'Review & finaler Confirm'\n\nExpected: \"Review & finaler Confirm\"\nReceived: \"Read-only · lokale Runtime-DatenPosition hinzufügenReview → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur bei Klick.AktualisierenAktieETFCryptoCash1–3. Suchen / erfassenDepot / Wallet / KontoUAT DepotWährungISIN / Ticker / NameLandAlleUSCHEUWährungAlleUSDCHFEURExchangeAlleNASDAQNYSESIXXETRAAssetklasseAktieETFAlle Nur Hauptlisting CDR/ADR/Derivate ausblendenProvider-Suche startenDatenquellen-HinweisDatenquelle teilweise eingeschränktAlphabet Inc. Class ChochTickerGOOGISINUS02079K1079ExchangeNASDAQExchange NameNASDAQ Global SelectMICXNASWährungUSDLandUSAssetklassestockSecurity TypeCommon StockProvideropenfigiProvider-SymbolGOOG:NASDAQKurs175.25KurswährungUSDKursdatum2026-05-16Ausgewählt: Alphabet Inc. Class C · GOOG · NASDAQ4–5. Eingaben & ZusammenfassungMenge / BetragDatumTransaktionstypInitial SnapshotKaufCash EinzahlungCash AuszahlungBetrag / Cost Basis optionalNotizZusammenfassung prüfenFinal hinzufügenZurück bearbeitenZusammenfassungInstrumentAlphabet Inc. Class CTickerGOOGISINUS02079K1079ExchangeNASDAQWährungUSDAssetklassestockLandUSProvider/QuelleopenfigiProvider-SymbolGOOG:NASDAQDepot/KontoUAT DepotMenge1Datum2026-05-16TransaktionstypInitial SnapshotPreisstatusPreis vorhandenFX-StatusFX automatisch gefundenCHF-WertCHF 150.00DatenquellenopenfigiHinweiseDatenquelle teilweise eingeschränktHinweis: Datenquelle teilweise eingeschränkt\"\n\n ❯ src/pages/PositionAddPage.test.ts:53:28\n     51|\n     52|     expect(previewPosition).toHaveBeenCalledWith(expect.objectContaini…\n     53|     expect(wrapper.text()).toContain('Review & finaler Confirm')\n       |                            ^\n     54|     expect(wrapper.text()).toContain('Provider-Symbol')\n     55|     expect(wrapper.text()).toContain('GOOG:NASDAQ')\n\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\n\n\n Test Files  1 failed | 1 passed (2)\n      Tests  1 failed | 3 passed (4)\n   Start at  23:34:25\n   Duration  1.26s (transform 420ms, setup 0ms, import 745ms, tests 219ms, environment 1.22s)", "exit_code": 1, "error": null}

[Tool loop warning: repeated_exact_failure_warning; count=3; terminal has failed 3 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]


Explanation:
**Considering UI improvements**

I'm looking at the expected text for the review box. The user wants it improved, potentially with a better heading like "Review & Final Confirm." Instead of testing it, maybe it's better to add this directly to the UI. I’ll need to consider tweaking the h4 element. Plus, I should read the top lines around the preview to ensure everything looks good.


1|<template>
     2|

     3|    <LoadActionBar testid="add-position-page" title="Position hinzufügen" description="Review → Final hinzufügen → Audit. Keine API-Keys im Frontend, Provider nur bei Klick." :loading="loading" @load="loadAccounts" />
     4|

     5|      <button v-for="asset in assetClasses" :key="asset" type="button" :data-test="asset === 'Cash' ? 'asset-cash' : asset === 'Aktie' ? 'asset-stock' : asset === 'ETF' ? 'asset-etf' : 'asset-crypto'" :class="assetClass === asset ? activeClass : idleClass" @click="selectAsset(asset)">{{ asset }}</button>
     6|

     7|
     8|

     9|
1–3. Suchen / erfassen

    10|

    11|        Depot / Wallet / Konto<select v-model="accountId" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option v-for="a in filteredAccounts" :key="a.account_id" :value="a.account_id">{{ a.label }}</option></select>
    12|        Währung<input v-model="currency" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" />
    13|        ISIN / Ticker / Name<input v-model="query" data-test="instrument-query" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" placeholder="z.B. GOOG, CH0012221716 oder Nestlé" @keyup.enter="search" />
    14|

    15|
    16|

    17|        Land<select v-model="countryFilter" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option>Alle</option><option>US</option><option>CH</option><option>EU</option></select>
    18|        Währung<select v-model="currencyFilter" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option>Alle</option><option>USD</option><option>CHF</option><option>EUR</option></select>
    19|        Exchange<select v-model="exchangeFilter" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option>Alle</option><option>NASDAQ</option><option>NYSE</option><option>SIX</option><option>XETRA</option></select>
    20|        Assetklasse<select v-model="assetFilter" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option>Aktie</option><option>ETF</option><option>Alle</option></select>
    21|        <input v-model="mainListingOnly" type="checkbox" /> Nur Hauptlisting
    22|        <input v-model="hideDerivatives" type="checkbox" /> CDR/ADR/Derivate ausblenden
    23|

    24|      <button v-if="assetClass !== 'Cash'" data-test="search-instrument" type="button" class="mt-3 rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950" @click="search">Provider-Suche starten</button>
    25|
    26|
{{ providerError }}

    27|

Datenquellen-Hinweis

{{ w }}

    28|

    29|        <button v-for="c in candidates" :key="c.candidate_id" :data-test="`candidate-${c.candidate_id}`" type="button" :class="selectedCandidate?.candidate_id === c.candidate_id ? 'rounded-xl border border-cyan-300 bg-cyan-400/10 p-4 text-left' : 'rounded-xl border border-slate-700 p-4 text-left hover:border-cyan-300'" @click="selectCandidate(c)">
    30|

{{ c.label }}
{{ c.confidence_label }}

    31|

    32|            <template v-for="item in candidateFacts(c)" :key="item.label">
{{ item.label }}

{{ item.value || '—' }}
</template>
    33|

    34|        </button>
    35|

    36|
Ausgewählt: {{ selectedCandidate.label }} · {{ selectedCandidate.ticker || '—' }} · {{ selectedCandidate.exchange || '—' }}

    37|
Crypto Initial Snapshot bleibt deaktiviert, bis der Ledger-Flow freigegeben ist.

    38|

    39|
    40|

    41|
4–5. Eingaben & Zusammenfassung

    42|

    43|        Menge / Betrag<input v-model="quantity" :data-test="assetClass === 'Cash' ? 'amount' : 'quantity'" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" />
    44|        Datum<input v-model="date" type="date" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" />
    45|        Transaktionstyp<select v-model="transactionType" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2"><option>Initial Snapshot</option><option>Kauf</option><option>Cash Einzahlung</option><option>Cash Auszahlung</option></select>
    46|        Betrag / Cost Basis optional<input v-model="costBasis" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" />
    47|        Notiz<input v-model="note" class="mt-1 w-full rounded-lg border border-slate-700 bg-slate-950 p-2" />
    48|

    49|
{{ formError }}

    50|

    51|        <button type="button" :data-test="assetClass === 'Cash' ? 'review-cash' : 'review-position'" class="rounded-lg bg-cyan-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40" :disabled="assetClass === 'Crypto'" @click="preview">Zusammenfassung prüfen</button>
    52|        <button type="button" :data-test="assetClass === 'Cash' ? 'confirm-cash' : 'confirm-position'" class="rounded-lg bg-emerald-400 px-4 py-2 font-semibold text-slate-950 disabled:opacity-40" :disabled="!previewResult || assetClass === 'Crypto'" @click="confirm">Final hinzufügen</button>
    53|        <button v-if="previewResult" type="button" class="rounded-lg border border-slate-700 px-4 py-2 text-slate-300" @click="previewResult = null; confirmResult = null">Zurück bearbeiten</button>
    54|

    55|

    56|
Zusammenfassung

    57|

    58|          <template v-for="item in reviewFacts" :key="item.label">
{{ item.label }}

{{ item.value || '—' }}
</template>
    59|

    60|
Hinweis: {{ w }}

    61|

    62|
Erfolg: {{ confirmResult.message }} · Audit: {{ confirmResult.audit_id }}
Zur Position

    63|

    64|

    65|</template>
    66|

Use offset=76 to continue reading (showing 1-75 of 94 lines)


patch

Review & finaler Confirm

Bitte ISIN, Ticker, Exchange, Währung, Preis-/FX-Status und CHF-Wert prüfen. Final hinzufügen ist erst nach dieser Review aktiv.


--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue
+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue
@@ -53,7 +53,8 @@
         <button v-if="previewResult" type="button" class="rounded-lg border border-slate-700 px-4 py-2 text-slate-300" @click="previewResult = null; confirmResult = null">Zurück bearbeiten</button>

-
Zusammenfassung

+
Review & finaler Confirm

+
Bitte ISIN, Ticker, Exchange, Währung, Preis-/FX-Status und CHF-Wert prüfen. Final hinzufügen ist erst nach dieser Review aktiv.

           <template v-for="item in reviewFacts" :key="item.label">
{{ item.label }}

{{ item.value || '—' }}
</template>

No linter for .vue files

/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/PositionAddPage.vue was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


terminal

Output:
> jarvis-finance-dashboard-vue@0.0.0 test
> vitest run --environment jsdom --run src/pages/PositionAddPage.test.ts src/pages/CryptoPage.test.ts

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

 ✓ src/pages/PositionAddPage.test.ts (2 tests) 92ms
 ✓ src/pages/CryptoPage.test.ts (2 tests) 123ms

 Test Files  2 passed (2)
      Tests  4 passed (4)
   Start at  23:34:42
   Duration  1.53s (transform 624ms, setup 0ms, import 920ms, tests 215ms, environment 1.55s)


[Your active task list was preserved across context compression]
- [>] tests-red. Gezielte v1.2.2 Regressionstests ergänzen und RED verifizieren (in_progress)
- [ ] backend. Provider-Warnungen normalisieren, Candidate-Normalisierung, Confirm Currency/FX/Price-Status fixen (pending)
- [ ] frontend. Review-Box UX und Crypto KPI/Grid/compact allocations/insights layout fixen (pending)
- [ ] verify. compile/pytest/npm/build/secret scans/Git-Safety/diff-check ausführen (pending)
- [ ] commit-push. Commit erstellen, pushen und Remote-Hash verifizieren (pending)
- [ ] report. Abschlussbericht mit Statusmatrix, Tests, Hash, Push und offenen Bugs liefern (pending)