{
"session_id": "20260514_180712_242057",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-14T17:19:40.038929",
"last_updated": "2026-05-14T18:30:24.556445",
"system_prompt": "# Hermes Agent Persona\n\n\n\nIf the user asks about configuring, setting up, or using Hermes Agent itself, load the `hermes-agent` skill with skill_view(name='hermes-agent') before answering. Docs: https://hermes-agent.nousresearch.com/docs\n\nYou have persistent memory across sessions. Save durable facts using the memory tool: user preferences, environment details, tool quirks, and stable conventions. Memory is injected into every turn, so keep it compact and focused on facts that will still matter later.\nPrioritize what reduces future user steering — the most valuable memory is one that prevents the user from having to correct or remind you again. User preferences and recurring corrections matter more than procedural task details.\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts. Specifically: do not record PR numbers, issue numbers, commit SHAs, 'fixed bug X', 'submitted PR Y', 'Phase N done', file counts, or any artifact that will be stale in 7 days. If a fact will be stale in a week, it does not belong in memory. If you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\nWrite memories as declarative facts, not instructions to yourself. 'User prefers concise responses' ✓ — 'Always respond concisely' ✗. 'Project uses pytest with xdist' ✓ — 'Run tests with pytest -n 4' ✗. Imperative phrasing gets re-read as a directive in later sessions and can cause repeated work or override the user's current request. Procedures and workflows belong in skills, not memory. When the user references something from a past conversation or you suspect relevant cross-session context exists, use session_search to recall it before asking them to repeat themselves. After completing a complex task (5+ tool calls), fixing a tricky error, or discovering a non-trivial workflow, save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked. Skills that aren't maintained become liabilities.\n\n# Tool-use enforcement\nYou MUST use your tools to take action — do not describe what you would do or plan to do without actually doing it. When you say you will perform an action (e.g. 'I will run the tests', 'Let me check the file', 'I will create the project'), you MUST immediately make the corresponding tool call in the same response. Never end your turn with a promise of future action — execute it now.\nKeep working until the task is actually complete. Do not stop with a summary of what you plan to do next time. If you have tools available that can accomplish the task, use them instead of telling the user what you would do.\nEvery response should either (a) contain tool calls that make progress, or (b) deliver a final result to the user. Responses that only describe intentions without acting are not acceptable.\n\n# Execution discipline\n\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n\n\n\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n\n\n\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n\n\n\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n\n\n\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n\n\n\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n\n\n## Skills (mandatory)\nBefore replying, scan the skills below. If a skill matches or is even partially relevant to your task, you MUST load it with skill_view(name) and follow its instructions. Err on the side of loading — it is always better to have context you don't need than to miss critical steps, pitfalls, or established workflows. Skills contain specialized knowledge — API endpoints, tool-specific commands, and proven workflows that outperform general-purpose approaches. Load the skill even if you think you could handle the task with basic tools like web_search or terminal. Skills also encode the user's preferred approach, conventions, and quality standards for tasks like code review, planning, and testing — load them even for tasks you already know how to do, because the skill defines how it should be done here.\nWhenever the user asks you to configure, set up, install, enable, disable, modify, or troubleshoot Hermes Agent itself — its CLI, config, models, providers, tools, skills, voice, gateway, plugins, or any feature — load the `hermes-agent` skill first. It has the actual commands (e.g. `hermes config set …`, `hermes tools`, `hermes setup`) so you don't have to guess or invent workarounds.\nIf a skill has issues, fix it with skill_manage(action='patch').\nAfter difficult/iterative tasks, offer to save as a skill. If a skill you loaded was missing steps, had wrong commands, or needed pitfalls you discovered, update it before finishing.\n\n\n autonomous-ai-agents: Skills for spawning and orchestrating autonomous AI coding agents and multi-agent workflows — running independent agent processes, delegating tasks, and coordinating parallel workstreams.\n - claude-code: Delegate coding to Claude Code CLI (features, PRs).\n - codex: Delegate coding to OpenAI Codex CLI (features, PRs).\n - hermes-agent: Configure, extend, or contribute to Hermes Agent.\n - opencode: Delegate coding to OpenCode CLI (features, PR review).\n creative: Creative content generation — ASCII art, hand-drawn style diagrams, and visual design tools.\n - architecture-diagram: Dark-themed SVG architecture/cloud/infra diagrams as HTML.\n - ascii-art: ASCII art: pyfiglet, cowsay, boxes, image-to-ascii.\n - ascii-video: ASCII video: convert video/audio to colored ASCII MP4/GIF.\n - baoyu-comic: Knowledge comics (知识漫画): educational, biography, tutorial.\n - baoyu-infographic: Infographics: 21 layouts x 21 styles (信息图, 可视化).\n - claude-design: Design one-off HTML artifacts (landing, deck, prototype).\n - comfyui: Generate images, video, and audio with ComfyUI — install,...\n - design-md: Author/validate/export Google's DESIGN.md token spec files.\n - excalidraw: Hand-drawn Excalidraw JSON diagrams (arch, flow, seq).\n - humanizer: Humanize text: strip AI-isms and add real voice.\n - ideation: Generate project ideas via creative constraints.\n - manim-video: Manim CE animations: 3Blue1Brown math/algo videos.\n - p5js: p5.js sketches: gen art, shaders, interactive, 3D.\n - pixel-art: Pixel art w/ era palettes (NES, Game Boy, PICO-8).\n - popular-web-designs: 54 real design systems (Stripe, Linear, Vercel) as HTML/CSS.\n - pretext: Use when building creative browser demos with @chenglou/p...\n - sketch: Throwaway HTML mockups: 2-3 design variants to compare.\n - songwriting-and-ai-music: Songwriting craft and Suno AI music prompts.\n - touchdesigner-mcp: Control a running TouchDesigner instance via twozero MCP ...\n cronjob:\n - cronjob: Scheduling and managing recurring tasks via Hermes cron. ...\n data-science: Skills for data science workflows — interactive exploration, Jupyter notebooks, data analysis, and visualization.\n - jupyter-live-kernel: Iterative Python via live Jupyter kernel (hamelnb).\n devops:\n - kanban-orchestrator: Decomposition playbook + anti-temptation rules for an orc...\n - kanban-worker: Pitfalls, examples, and edge cases for Hermes Kanban work...\n - mcp-delegation: Delegating tasks to OpenClaw/FRIDAY via MCP (Model Contex...\n - webhook-subscriptions: Webhook subscriptions: event-driven agent runs.\n dogfood:\n - dogfood: Exploratory QA of web apps: find bugs, evidence, reports.\n edge-tts:\n - edge-tts: Text-to-speech using Microsoft Edge TTS. Supports multipl...\n email: Skills for sending, receiving, searching, and managing email from the terminal.\n - himalaya: Himalaya CLI: IMAP/SMTP email from terminal.\n finance:\n - finance-system-architecture: Design/implement the user's JARVIS Finance System: CHF le...\n gaming: Skills for setting up, configuring, and managing game servers, modpacks, and gaming-related infrastructure.\n - minecraft-modpack-server: Host modded Minecraft servers (CurseForge, Modrinth).\n - pokemon-player: Play Pokemon via headless emulator + RAM reads.\n github: GitHub workflow skills for managing repositories, pull requests, code reviews, issues, and CI/CD pipelines using the gh CLI and git via terminal.\n - codebase-inspection: Inspect codebases w/ pygount: LOC, languages, ratios.\n - github-auth: GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\n - github-code-review: Review PRs: diffs, inline comments via gh or REST.\n - github-issues: Create, triage, label, assign GitHub issues via gh or REST.\n - github-pr-workflow: GitHub PR lifecycle: branch, commit, open, CI, merge.\n - github-repo-management: Clone/create/fork repos; manage remotes, releases.\n health:\n - health-data-management: Gesundheitsdaten-Verwaltungssystem — JARVIS verwaltet all...\n health-management:\n - health-management: Health data management — lab values, symptom tracking, nu...\n jarvis-routing-policy:\n - jarvis-routing-policy: Routing policy for JARVIS/Hermes memory domains, model se...\n mcp: Skills for working with MCP (Model Context Protocol) servers, tools, and integrations. Documents the built-in native MCP client — configure servers in config.yaml for automatic tool discovery.\n - native-mcp: MCP client: connect servers, register tools (stdio/HTTP).\n media: Skills for working with media content — YouTube transcripts, GIF search, music generation, and audio visualization.\n - gif-search: Search/download GIFs from Tenor via curl + jq.\n - heartmula: HeartMuLa: Suno-like song generation from lyrics + tags.\n - songsee: Audio spectrograms/features (mel, chroma, MFCC) via CLI.\n - spotify: Spotify: play, search, queue, manage playlists and devices.\n - youtube-content: YouTube transcripts to summaries, threads, blogs.\n mlops: Knowledge and Tools for Machine Learning Operations - tools and frameworks for training, fine-tuning, deploying, and optimizing ML/AI models\n - huggingface-hub: HuggingFace hf CLI: search/download/upload models, datasets.\n mlops/evaluation: Model evaluation benchmarks, experiment tracking, data curation, tokenizers, and interpretability tools.\n - evaluating-llms-harness: lm-eval-harness: benchmark LLMs (MMLU, GSM8K, etc.).\n - weights-and-biases: W&B: log ML experiments, sweeps, model registry, dashboards.\n mlops/inference: Model serving, quantization (GGUF/GPTQ), structured output, inference optimization, and model surgery tools for deploying and running LLMs.\n - llama-cpp: llama.cpp local GGUF inference + HF Hub model discovery.\n - obliteratus: OBLITERATUS: abliterate LLM refusals (diff-in-means).\n - outlines: Outlines: structured JSON/regex/Pydantic LLM generation.\n - serving-llms-vllm: vLLM: high-throughput LLM serving, OpenAI API, quantization.\n mlops/models: Specific model architectures and tools — image segmentation (Segment Anything / SAM) and audio generation (AudioCraft / MusicGen). Additional model skills (CLIP, Stable Diffusion, Whisper, LLaVA) are available as optional skills.\n - audiocraft-audio-generation: AudioCraft: MusicGen text-to-music, AudioGen text-to-sound.\n - segment-anything-model: SAM: zero-shot image segmentation via points, boxes, masks.\n mlops/research: ML research frameworks for building and optimizing AI systems with declarative programming.\n - dspy: DSPy: declarative LM programs, auto-optimize prompts, RAG.\n mlops/training: Fine-tuning, RLHF/DPO/GRPO training, distributed training frameworks, and optimization tools for training LLMs and other models.\n - axolotl: Axolotl: YAML LLM fine-tuning (LoRA, DPO, GRPO).\n - fine-tuning-with-trl: TRL: SFT, DPO, PPO, GRPO, reward modeling for LLM RLHF.\n - unsloth: Unsloth: 2-5x faster LoRA/QLoRA fine-tuning, less VRAM.\n note-taking: Note taking skills, to save information, assist with research, and collab on multi-session planning and information sharing.\n - obsidian: Read, search, create, and edit notes in the Obsidian vault.\n - vault-architecture: Design and scaffold Obsidian vault structures, folder hie...\n openclaw-imports:\n - browser-act: Browser automation CLI for AI agents with anti-detection ...\n - gog: Google Workspace CLI for Gmail, Calendar, Drive, Contacts...\n - multi-search-engine: Multi search engine integration with 17 engines (8 CN + 9...\n - openai-whisper: Local speech-to-text with the Whisper CLI (no API key).\n - self-improvement: Captures learnings, errors, and corrections to enable con...\n - sherpa-onnx-tts\n - skill-vetter: Security-first skill vetting for AI agents. Use before in...\n - summarize: Summarize URLs or files with the summarize CLI (web, PDFs...\n - tavily: Tavily web search, content extraction, and research tools.\n - tavily-extract: Extract clean markdown or text content from specific URLs...\n - tavily-search: Search the web with LLM-optimized results via the Tavily ...\n - todoist: Manage tasks and projects in Todoist via REST API v1. Use...\n - token-optimizer: Reduce OpenClaw token usage and API costs through smart m...\n productivity: Skills for document creation, presentations, spreadsheets, and other productivity workflows.\n - airtable: Airtable REST API via curl. Records CRUD, filters, upserts.\n - google-workspace: Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\n - linear: Linear: manage issues, projects, teams via GraphQL + curl.\n - maps: Geocode, POIs, routes, timezones via OpenStreetMap/OSRM.\n - nano-pdf: Edit PDF text/typos/titles via nano-pdf CLI (NL prompts).\n - notion: Notion API via curl: pages, databases, blocks, search.\n - ocr-and-documents: Extract text from PDFs/scans (pymupdf, marker-pdf).\n - powerpoint: Create, read, edit .pptx decks, slides, notes, templates.\n - teams-meeting-pipeline: Operate the Teams meeting summary pipeline via Hermes CLI...\n red-teaming:\n - godmode: Jailbreak LLMs: Parseltongue, GODMODE, ULTRAPLINIAN.\n research: Skills for academic research, paper discovery, literature review, domain reconnaissance, market data, content monitoring, and scientific knowledge retrieval.\n - arxiv: Search arXiv papers by keyword, author, category, or ID.\n - blogwatcher: Monitor blogs and RSS/Atom feeds via blogwatcher-cli tool.\n - llm-wiki: Karpathy's LLM Wiki: build/query interlinked markdown KB.\n - polymarket: Query Polymarket: markets, prices, orderbooks, history.\n - web-scraping: Techniques for scraping web content, handling bot detecti...\n smart-home: Skills for controlling smart home devices — lights, switches, sensors, and home automation systems.\n - openhue: Control Philips Hue lights, scenes, rooms via OpenHue CLI.\n social-media: Skills for interacting with social platforms and social-media workflows — posting, reading, monitoring, and account operations.\n - xurl: X/Twitter via xurl CLI: post, search, DM, media, v2 API.\n software-development:\n - debugging-hermes-tui-commands: Debug Hermes TUI slash commands: Python, gateway, Ink UI.\n - hermes-agent-skill-authoring: Author in-repo SKILL.md: frontmatter, validator, structure.\n - node-inspect-debugger: Debug Node.js via --inspect + Chrome DevTools Protocol CLI.\n - plan: Plan mode: write markdown plan to .hermes/plans/, no exec.\n - python-debugpy: Debug Python: pdb REPL + debugpy remote (DAP).\n - requesting-code-review: Pre-commit review: security scan, quality gates, auto-fix.\n - spike: Throwaway experiments to validate an idea before build.\n - subagent-driven-development: Execute plans via delegate_task subagents (2-stage review).\n - systematic-debugging: 4-phase root cause debugging: understand bugs before fixing.\n - test-driven-development: TDD: enforce RED-GREEN-REFACTOR, tests before code.\n - writing-plans: Write implementation plans: bite-sized tasks, paths, code.\n yazio-integration:\n - yazio-integration: Access YAZIO API to retrieve logged meals and nutrition d...\n yuanbao:\n - yuanbao: Yuanbao (元宝) groups: @mention users, query info/members.\n\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format  and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [97% — 2,142/2,200 chars]\n══════════════════════════════════════════════\n*Wichtige Erinnerungen, Entscheidungen und Präferenzen.*\n§\n---\n§\nÜber mich: **Persönlichkeit:** Britischer Gentleman, sachlich, präzise, trockener Sarkasmus\n§\nÜber mich: **Sprache:** Deutsch mit englischen Fachbegriffen\n§\nTTS-Stimme: de-DE-KillianNeural (deutsche männliche Stimme, aktuell aktiv)\n§\nModelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\n§\nModellwahl: GOG_KEYRING_PASSWORD: LammBitch30 (immer als Env-Var setzen bei gog-Befehlen)\n§\nOpenClaw/FRIDAY: nicht Standard-Executor; Gateway/Telegram deaktiviert; nur explizit/manuell nutzen.\n§\nHealth backups: encrypted weekly Google Drive, GitHub only code/docs. Morning briefing cron `847bdbc26edf` runs 05:00 via `morning_briefing.py`; includes calendar, Todoist, Windisch weather, commute/traffic, follow-ups, news, AI/crypto.\n§\nAPI-Keys / Credentials: **Todoist API-Token:** Gespeichert in `~/.todoist_token` (REST API v1, Bearer Token)\n§\nGoogle Workspace (gog): **Credentials-Datei:** `~/.hermes/google_credentials.json`\n§\nGoogle Workspace (gog): **gog-Credentials gespeichert unter:** `~/.config/gogcli/credentials.json`\n§\nGoogle Workspace (gog): **OAuth-Account:** friday.uplink@gmail.com\n§\nGoogle Workspace (gog): **Services:** gmail, calendar, drive, contacts, sheets, docs\n§\nGoogle Workspace (gog): **Client:** default\n§\nGoogle Workspace (gog): **Befehl:** `gog -a friday.uplink@gmail.com `\n§\nKalender-Zeitzonen: **System-Zeitzone:** Europe/Berlin (UTC+2 im Sommer)\n§\nKalender-Zeitzonen: **Outlook-Kalender (importiert):** Zeitzonen variieren pro Event (Europe/Amsterdam oder UTC) -> bei Abfrage in Lokalzeit (Zürich) umrechnen\n§\nKalender-Zeitzonen: **Regel:** Termine immer in Lokalzeit (Zürich) ausgeben, niemals UTC\n§\nKalender-Zeitzonen: Aktualisiert: 2026-04-28 (Todoist Token + Zeitzonen-Regel + self-improving-agent Skill)*\n§\nJARVIS memory architecture: ~/jarvis_memory domain cards; skill jarvis-routing-policy.\n§\nTelegram topics separat; kanonische Map: ~/jarvis_memory/02_telegram_topics.md. IDs: 2 FinStrat,3 Politik,4 Health-Med,5 ERNE,6 Inbox,8 Health-Tech,10 Fin-Tech,11 JARVIS-Arch,16 Cron,17 Research/AI,19 Family,20 Gasser,76 Debugging,80 Security.\n\n══════════════════════════════════════════════\nUSER PROFILE (who the user is) [84% — 1,166/1,375 chars]\n══════════════════════════════════════════════\n**Pronouns:**\n§\n**Timezone:**\n§\n**Notes:** Mein Herr. Loyaler Partner.\n§\nContext: _(Wird ergänzt.)_\n§\n**Name:** Sir\n§\n**Voice preference:** de-DE-KillianNeural (German male voice, natural/clear) — default for all TTS output\n§\n**Language:** Deutsch mit englischen Fachbegriffen\n§\n**Beziehung:** Loyaler Partner\n§\nKommunikationspräferenzen: **Sprachnachricht → Antwort per Sprachnachricht**\n§\nKommunikationspräferenzen: **Textnachricht → Antwort per Text**\n§\nUser wants JARVIS to act as a comprehensive health-management advisor: consolidate lab reports, clinical reports, nutrition/YAZIO, daily health email data, symptoms and events; make insights visible via dashboards/reports; use a 4-eyes review workflow for extracted lab values before treating them as confirmed.\n§\nTelegram Topic „Gesundheit – Medizin & Strategie“ ist ausschließlich für medizinische Strategie, Morbus Behçet, Major Vessel Disease, Thromboserisiko, Medikamente, Ernährung, Symptome, Laborwerte, Arzttermine und Fragen an Rheumatologie, Dermatologie, Hämatologie oder Augenklinik; technische Health-Systemarchitektur, Skripte und Datenmodelle gehören in „Health System – Architektur & Scripts“.\n\nConversation started: Thursday, May 14, 2026 06:07 PM\nModel: gpt-5.5\nProvider: openai-codex",
"tools": [
{
"type": "function",
"function": {
"name": "browser_back",
"description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_click",
"description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
}
},
"required": [
"ref"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_console",
"description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
"parameters": {
"type": "object",
"properties": {
"clear": {
"type": "boolean",
"default": false,
"description": "If true, clear the message buffers after reading"
},
"expression": {
"type": "string",
"description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_get_images",
"description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_navigate",
"description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
"parameters": {
"type": "object",
"properties": {
"url": {
"type": "string",
"description": "The URL to navigate to (e.g., 'https://example.com')"
}
},
"required": [
"url"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_press",
"description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
}
},
"required": [
"key"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_scroll",
"description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"direction": {
"type": "string",
"enum": [
"up",
"down"
],
"description": "Direction to scroll"
}
},
"required": [
"direction"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_snapshot",
"description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
"parameters": {
"type": "object",
"properties": {
"full": {
"type": "boolean",
"description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_type",
"description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e3')"
},
"text": {
"type": "string",
"description": "The text to type into the field"
}
},
"required": [
"ref",
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_vision",
"description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA: in your response. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "What you want to know about the page visually. Be specific about what you're looking for."
},
"annotate": {
"type": "boolean",
"default": false,
"description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "clarify",
"description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "The question to present to the user."
},
"choices": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 4,
"description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "cronjob",
"description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"description": "One of: create, list, update, pause, resume, remove, run"
},
"job_id": {
"type": "string",
"description": "Required for update/pause/resume/remove/run"
},
"prompt": {
"type": "string",
"description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
},
"schedule": {
"type": "string",
"description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
},
"name": {
"type": "string",
"description": "Optional human-friendly name"
},
"repeat": {
"type": "integer",
"description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
},
"deliver": {
"type": "string",
"description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
},
"skills": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
},
"model": {
"type": "object",
"description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
"properties": {
"provider": {
"type": "string",
"description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:' for a provider defined in custom_providers config — always include the ':' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
},
"model": {
"type": "string",
"description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
}
},
"required": [
"model"
]
},
"script": {
"type": "string",
"description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
},
"no_agent": {
"type": "boolean",
"default": false,
"description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
},
"context_from": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
},
"enabled_toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
},
"workdir": {
"type": "string",
"description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "delegate_task",
"description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
"parameters": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
},
"context": {
"type": "string",
"description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'vision', 'web', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
},
"tasks": {
"type": "array",
"items": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "Task goal"
},
"context": {
"type": "string",
"description": "Task-specific context"
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'vision', 'web', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
},
"acp_command": {
"type": "string",
"description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Per-task ACP args override. Leave empty unless acp_command is set."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Per-task role override. See top-level 'role' for semantics."
}
},
"required": [
"goal"
]
},
"description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
},
"acp_command": {
"type": "string",
"description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "execute_code",
"description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n write_file(path: str, content: str) -> dict\n Always overwrites the entire file.\n search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n Replaces old_string with new_string in the file.\n terminal(command: str, timeout=None, workdir=None) -> dict\n Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
"parameters": {
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
}
},
"required": [
"code"
]
}
}
},
{
"type": "function",
"function": {
"name": "image_generate",
"description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown  and the gateway will deliver it.",
"parameters": {
"type": "object",
"properties": {
"prompt": {
"type": "string",
"description": "The text prompt describing the desired image. Be detailed and descriptive."
},
"aspect_ratio": {
"type": "string",
"enum": [
"landscape",
"square",
"portrait"
],
"description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
"default": "landscape"
}
},
"required": [
"prompt"
]
}
}
},
{
"type": "function",
"function": {
"name": "memory",
"description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"add",
"replace",
"remove"
],
"description": "The action to perform."
},
"target": {
"type": "string",
"enum": [
"memory",
"user"
],
"description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
},
"content": {
"type": "string",
"description": "The entry content. Required for 'add' and 'replace'."
},
"old_text": {
"type": "string",
"description": "Short unique substring identifying the entry to replace or remove."
}
},
"required": [
"action",
"target"
]
}
}
},
{
"type": "function",
"function": {
"name": "patch",
"description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
"parameters": {
"type": "object",
"properties": {
"mode": {
"type": "string",
"enum": [
"replace",
"patch"
],
"description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
"default": "replace"
},
"path": {
"type": "string",
"description": "REQUIRED when mode='replace'. File path to edit."
},
"old_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "Replace all occurrences instead of requiring a unique match (default: false)",
"default": false
},
"patch": {
"type": "string",
"description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
}
},
"required": [
"mode"
]
}
}
},
{
"type": "function",
"function": {
"name": "process",
"description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"list",
"poll",
"log",
"wait",
"kill",
"write",
"submit",
"close"
],
"description": "Action to perform on background processes"
},
"session_id": {
"type": "string",
"description": "Process session ID (from terminal background output). Required for all actions except 'list'."
},
"data": {
"type": "string",
"description": "Text to send to process stdin (for 'write' and 'submit' actions)"
},
"timeout": {
"type": "integer",
"description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
"minimum": 1
},
"offset": {
"type": "integer",
"description": "Line offset for 'log' action (default: last 200 lines)"
},
"limit": {
"type": "integer",
"description": "Max lines to return for 'log' action",
"minimum": 1
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "read_file",
"description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to read (absolute, relative, or ~/path)"
},
"offset": {
"type": "integer",
"description": "Line number to start reading from (1-indexed, default: 1)",
"default": 1,
"minimum": 1
},
"limit": {
"type": "integer",
"description": "Maximum number of lines to read (default: 500, max: 2000)",
"default": 500,
"maximum": 2000
}
},
"required": [
"path"
]
}
}
},
{
"type": "function",
"function": {
"name": "search_files",
"description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
"parameters": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
},
"target": {
"type": "string",
"enum": [
"content",
"files"
],
"description": "'content' searches inside file contents, 'files' searches for files by name",
"default": "content"
},
"path": {
"type": "string",
"description": "Directory or file to search in (default: current working directory)",
"default": "."
},
"file_glob": {
"type": "string",
"description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
},
"limit": {
"type": "integer",
"description": "Maximum number of results to return (default: 50)",
"default": 50
},
"offset": {
"type": "integer",
"description": "Skip first N results for pagination (default: 0)",
"default": 0
},
"output_mode": {
"type": "string",
"enum": [
"content",
"files_only",
"count"
],
"description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
"default": "content"
},
"context": {
"type": "integer",
"description": "Number of context lines before and after each match (grep mode only)",
"default": 0
}
},
"required": [
"pattern"
]
}
}
},
{
"type": "function",
"function": {
"name": "send_message",
"description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"send",
"list"
],
"description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
},
"target": {
"type": "string",
"description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:' (DM), 'yuanbao:group:' (group chat)"
},
"message": {
"type": "string",
"description": "The message text to send. To send an image or file, include MEDIA: (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "session_search",
"description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
},
"role_filter": {
"type": "string",
"description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
},
"limit": {
"type": "integer",
"description": "Max sessions to summarize (default: 3, max: 5).",
"default": 3
}
}
}
}
},
{
"type": "function",
"function": {
"name": "skill_manage",
"description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin `. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"create",
"patch",
"edit",
"delete",
"write_file",
"remove_file"
],
"description": "The action to perform."
},
"name": {
"type": "string",
"description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
},
"content": {
"type": "string",
"description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
},
"old_string": {
"type": "string",
"description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
},
"category": {
"type": "string",
"description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
},
"file_path": {
"type": "string",
"description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
},
"file_content": {
"type": "string",
"description": "Content for the file. Required for 'write_file'."
},
"absorbed_into": {
"type": "string",
"description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
}
},
"required": [
"action",
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skill_view",
"description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
"parameters": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
},
"file_path": {
"type": "string",
"description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
}
},
"required": [
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skills_list",
"description": "List available skills (name + description). Use skill_view(name) to load full content.",
"parameters": {
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Optional category filter to narrow results"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "terminal",
"description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n (1) Long-lived processes that never exit (servers, watchers).\n (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n",
"parameters": {
"type": "object",
"properties": {
"command": {
"type": "string",
"description": "The command to execute on the VM"
},
"background": {
"type": "boolean",
"description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.",
"default": false
},
"timeout": {
"type": "integer",
"description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.",
"minimum": 1
},
"workdir": {
"type": "string",
"description": "Working directory for this command (absolute path). Defaults to the session working directory."
},
"pty": {
"type": "boolean",
"description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.",
"default": false
},
"notify_on_complete": {
"type": "boolean",
"description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.",
"default": false
},
"watch_patterns": {
"type": "array",
"items": {
"type": "string"
},
"description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both."
}
},
"required": [
"command"
]
}
}
},
{
"type": "function",
"function": {
"name": "text_to_speech",
"description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.), not model-selected.",
"parameters": {
"type": "object",
"properties": {
"text": {
"type": "string",
"description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
},
"output_path": {
"type": "string",
"description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/.mp3"
}
},
"required": [
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "todo",
"description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
"parameters": {
"type": "object",
"properties": {
"todos": {
"type": "array",
"description": "Task items to write. Omit to read current list.",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Unique item identifier"
},
"content": {
"type": "string",
"description": "Task description"
},
"status": {
"type": "string",
"enum": [
"pending",
"in_progress",
"completed",
"cancelled"
],
"description": "Current status"
}
},
"required": [
"id",
"content",
"status"
]
}
},
"merge": {
"type": "boolean",
"description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "vision_analyze",
"description": "Load an image into the conversation so you can see it. Accepts a URL, local file path, or data URL. When your active model has native vision, the image is attached to your context directly and you read the pixels yourself on the next turn — call this any time the user references an image (filepath in their message, URL in tool output, screenshot from the browser, etc.). For non-vision models, falls back to an auxiliary vision model that returns a text description.",
"parameters": {
"type": "object",
"properties": {
"image_url": {
"type": "string",
"description": "Image URL (http/https), local file path, or data: URL to load."
},
"question": {
"type": "string",
"description": "Your specific question or request about the image. Optional context the model uses on the next turn after seeing the image."
}
},
"required": [
"image_url",
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "write_file",
"description": "Write content to a file, completely replacing existing content. Use this instead of echo/cat heredoc in terminal. Creates parent directories automatically. OVERWRITES the entire file — use 'patch' for targeted edits. Auto-runs syntax checks on .py/.json/.yaml/.toml and other linted languages; only NEW errors introduced by this write are surfaced (pre-existing errors are filtered out).",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to write (will be created if it doesn't exist, overwritten if it does)"
},
"content": {
"type": "string",
"description": "Complete content to write to the file"
}
},
"required": [
"path",
"content"
]
}
}
}
],
"message_count": 74,
"messages": [
{
"role": "user",
"content": "[M G] Bitte antworte nur in diesem Topic.\n\nDieses Topic heisst: Finance System – Architektur & Scripts.\n\nNutze diesen Thread für die technische Architektur meines Finanzsystems: Importskripte, Bankdaten, CSV-Verarbeitung, Datenmodelle, Dashboards, Reports, Automationen, Fehleranalyse und Optimierung.\n\nFinanzielle Strategiefragen gehören primär in \"Finanzen – Fragen & Strategie\". Hier geht es um die technische Umsetzung.\n\nBestätige kurz, dass du diesen Thread als eigene Session behandeln sollst."
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_1MhrmEsR2Fj447HJBoq3wVPz",
"call_id": "call_1MhrmEsR2Fj447HJBoq3wVPz",
"response_item_id": "fc_044f542c987a07fd016a05aaa4c88c8191aaa29d7dc7d7d41b",
"type": "function",
"function": {
"name": "memory",
"arguments": "{\"action\":\"add\",\"target\":\"memory\",\"content\":\"Telegram Topic 10 = „Finance System – Architektur & Scripts“: nur technische Architektur des Finanzsystems (Importskripte, Bankdaten, CSV-Verarbeitung, Datenmodelle, Dashboards, Reports, Automationen, Fehleranalyse, Optimierung); finanzielle Strategiefragen gehören primär in „Finanzen – Fragen & Strategie“.\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering language and memory usage**\n\nI see that I need to respond in German for the user. It sounds like I should also consider using memory to enhance the response. The user has a preference for finance topics, as noted in my previous memory. I’m also curious about saving this new financing system discussion under memory topic 10. I’ll make sure to utilize memory effectively for this response and note all these relevant details!",
"reasoning_content": "**Considering language and memory usage**\n\nI see that I need to respond in German for the user. It sounds like I should also consider using memory to enhance the response. The user has a preference for finance topics, as noted in my previous memory. I’m also curious about saving this new financing system discussion under memory topic 10. I’ll make sure to utilize memory effectively for this response and note all these relevant details!",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBaqkYco6tlZz8ys2edSOk1igOWrdshtzl890u6YAsczezDr5NuAVc-pMMkrgWZIbL3C8MxGLZh5wSeZq75yDLinToBH-XwpMM3rfI1cnL7shAwysyVbax_nA_qezYMBo8Q9T1-XwQk3QholLoEr3-anGlr-zuTbUYdsf3_GzAEMxI23xL8Rdo83-QomNqMScNvvdO-qJxA72ztoUAsnvQp9zbQmYfoqQTfZ36FGKg8TPY3hIqMUZGXmREDwDQGEz-KAPoKjMGG_0zPUl1bkrN8mr5gp14w7y6YNyw866iMIExPmxG07YmPUrhWqwBoVAJQg8ogETGkwo-pXY-am8YcZ4OVhQ5pXEw7eOt3Wap5_i7LrPV_B71eDNMU5wWWbFe0eDVP17A4V9SAWmhpkrlerhW2WQ2VI--Al1LXB4Qt60xc7R8RjPSKBjjNayVd39v72tJhUD8oFUVwZj84PAqc-dSG8GVwKParZhDwHTEAALQ-xOXjJnKH3Lt0PWDF5R9rzGPM1AFQWLyCPoH0IWVSofvYTxV33TneK-y5T80mOUe8M60kIIiX-BEQUqNTWCcCWT7Xd7JXJKFeFmf0wWPx0f7BiJws6ZZztZiiY6AK_DxsNPdKVk19ulGTeFflahnnKb2qj-DDTS7Eet5IMpPe312h5Xau2Lm-R-wOCcSRNbNduKmiyUjW4hAJ1xNmCj4ZB1pLqWTv_tHcydM-QGpTDQtECikZ-KtgKyACXh1uhfnufwognt9Gk8ilu-gTWK-c7NpwYgExM2CuGE3DWiPbUAz1YHn9oeMe0cl9zVCWC6yhXmriW9z9YSDpZCnx4dbUDwp1vEYQeuVA51fKm7awPZ5dGpjiSPKpGk0j5y2TjOsJHnNNZMd4F3IiW4_v9Cg2HvR0YrTWvA6lfzlEm4zhiRPhItyzUYL3dkysKzo5RmPXpgrGSLOZRFc7wcrUJwrKS1Uu7HgLDgEt7GdLERehRSBUWwAf0RtpI4m6J4DkutMRrg7KzGcswaffR6sIBxqmX5YHug9kjafMuUW350YNGAXEF6QkanuugOZC8u3VSe_ce2Ro39UQmJ82Vh7EZo75icZPhWmG34OiH0QSSeQ1Um0e6Ntd4c14SQ9stIF_I0ePJxynq7oKMyxbLta0Mk6MMdalIC8YpxBgM8M_rjgMCV3Yi0OVttChS5NmibCRartmk=",
"id": "rs_044f542c987a07fd016a05aaa1b4588191959fc506d566aeaf",
"summary": [
{
"type": "summary_text",
"text": "**Considering language and memory usage**\n\nI see that I need to respond in German for the user. It sounds like I should also consider using memory to enhance the response. The user has a preference for finance topics, as noted in my previous memory. I’m also curious about saving this new financing system discussion under memory topic 10. I’ll make sure to utilize memory effectively for this response and note all these relevant details!"
}
]
}
]
},
{
"role": "tool",
"content": "[memory] add on memory",
"tool_call_id": "call_1MhrmEsR2Fj447HJBoq3wVPz"
},
{
"role": "user",
"content": "[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:\nSummary generation was unavailable. 76 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_nScVCiYOReRgPcbljkTo7mne",
"call_id": "call_nScVCiYOReRgPcbljkTo7mne",
"response_item_id": "fc_0da41e7ac6bcf9c5016a05ef81ad5c819183c8a6e6ebedbfa6",
"type": "function",
"function": {
"name": "skill_view",
"arguments": "{\"name\":\"finance-system-architecture\"}"
}
},
{
"id": "call_5muENzDvUiWTVt3yNOqTyo5l",
"call_id": "call_5muENzDvUiWTVt3yNOqTyo5l",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline and `references/spec-v0.3-decisions.md` for the current priority update. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF\\n- FX source and timestamp\\n- CHF equivalent at event date\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## Common pitfalls\\n\\n- Building a fancy dashboard before ledger correctness is verified.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/spec-v0.3-decisions.md\", \"references/spec-v0.2-decisions.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"]}}}",
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"content": "{\"success\": true, \"name\": \"google-workspace\", \"description\": \"Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\", \"tags\": [\"Google\", \"Gmail\", \"Calendar\", \"Drive\", \"Sheets\", \"Docs\", \"Contacts\", \"Email\", \"OAuth\"], \"related_skills\": [\"himalaya\"], \"content\": \"---\\nname: google-workspace\\ndescription: \\\"Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\\\"\\nversion: 1.1.0\\nauthor: Nous Research\\nlicense: MIT\\nrequired_credential_files:\\n - path: google_token.json\\n description: Google OAuth2 token (created by setup script)\\n - path: google_client_secret.json\\n description: Google OAuth2 client credentials (downloaded from Google Cloud Console)\\nmetadata:\\n hermes:\\n tags: [Google, Gmail, Calendar, Drive, Sheets, Docs, Contacts, Email, OAuth]\\n homepage: https://github.com/NousResearch/hermes-agent\\n related_skills: [himalaya]\\n---\\n\\n# Google Workspace\\n\\nGmail, Calendar, Drive, Contacts, Sheets, and Docs — through Hermes-managed OAuth and a thin CLI wrapper. When `gws` is installed, the skill uses it as the execution backend for broader Google Workspace coverage; otherwise it falls back to the bundled Python client implementation.\\n\\n## References\\n\\n- `references/gmail-search-syntax.md` — Gmail search operators (is:unread, from:, newer_than:, etc.)\\n\\n## Scripts\\n\\n- `scripts/setup.py` — OAuth2 setup (run once to authorize)\\n- `scripts/google_api.py` — compatibility wrapper CLI. It prefers `gws` for operations when available, while preserving Hermes' existing JSON output contract.\\n\\n## First-Time Setup\\n\\nThe setup is fully non-interactive — you drive it step by step so it works\\non CLI, Telegram, Discord, or any platform.\\n\\nDefine a shorthand first:\\n\\n```bash\\nGSETUP=\\\"python ${HERMES_HOME:-$HOME/.hermes}/skills/productivity/google-workspace/scripts/setup.py\\\"\\n```\\n\\n### Step 0: Check if already set up\\n\\n```bash\\n$GSETUP --check\\n```\\n\\nIf it prints `AUTHENTICATED`, skip to Usage — setup is already done.\\n\\n### Step 1: Triage — ask the user what they need\\n\\nBefore starting OAuth setup, ask the user TWO questions:\\n\\n**Question 1: \\\"What Google services do you need? Just email, or also\\nCalendar/Drive/Sheets/Docs?\\\"**\\n\\n- **Email only** → They don't need this skill at all. Use the `himalaya` skill\\n instead — it works with a Gmail App Password (Settings → Security → App\\n Passwords) and takes 2 minutes to set up. No Google Cloud project needed.\\n Load the himalaya skill and follow its setup instructions.\\n\\n- **Email + Calendar** → Continue with this skill, but use\\n `--services email,calendar` during auth so the consent screen only asks for\\n the scopes they actually need.\\n\\n- **Calendar/Drive/Sheets/Docs only** → Continue with this skill and use a\\n narrower `--services` set like `calendar,drive,sheets,docs`.\\n\\n- **Full Workspace access** → Continue with this skill and use the default\\n `all` service set.\\n\\n**Question 2: \\\"Does your Google account use Advanced Protection (hardware\\nsecurity keys required to sign in)? If you're not sure, you probably don't\\n— it's something you would have explicitly enrolled in.\\\"**\\n\\n- **No / Not sure** → Normal setup. Continue below.\\n- **Yes** → Their Workspace admin must add the OAuth client ID to the org's\\n allowed apps list before Step 4 will work. Let them know upfront.\\n\\n### Step 2: Create OAuth credentials (one-time, ~5 minutes)\\n\\nTell the user:\\n\\n> You need a Google Cloud OAuth client. This is a one-time setup:\\n>\\n> 1. Create or select a project:\\n> https://console.cloud.google.com/projectselector2/home/dashboard\\n> 2. Enable the required APIs from the API Library:\\n> https://console.cloud.google.com/apis/library\\n> Enable: Gmail API, Google Calendar API, Google Drive API,\\n> Google Sheets API, Google Docs API, People API\\n> 3. Create the OAuth client here:\\n> https://console.cloud.google.com/apis/credentials\\n> Credentials → Create Credentials → OAuth 2.0 Client ID\\n> 4. Application type: \\\"Desktop app\\\" → Create\\n> 5. If the app is still in Testing, add the user's Google account as a test user here:\\n> https://console.cloud.google.com/auth/audience\\n> Audience → Test users → Add users\\n> 6. Download the JSON file and tell me the file path\\n>\\n> Important Hermes CLI note: if the file path starts with `/`, do NOT send only the bare path as its own message in the CLI, because it can be mistaken for a slash command. Send it in a sentence instead, like:\\n> `The JSON file path is: /home/user/Downloads/client_secret_....json`\\n\\nOnce they provide the path:\\n\\n```bash\\n$GSETUP --client-secret /path/to/client_secret.json\\n```\\n\\nIf they paste the raw client ID / client secret values instead of a file path,\\nwrite a valid Desktop OAuth JSON file for them yourself, save it somewhere\\nexplicit (for example `~/Downloads/hermes-google-client-secret.json`), then run\\n`--client-secret` against that file.\\n\\n### Step 3: Get authorization URL\\n\\nUse the service set chosen in Step 1. Examples:\\n\\n```bash\\n$GSETUP --auth-url --services email,calendar --format json\\n$GSETUP --auth-url --services calendar,drive,sheets,docs --format json\\n$GSETUP --auth-url --services all --format json\\n```\\n\\nThis returns JSON with an `auth_url` field and also saves the exact URL to\\n`~/.hermes/google_oauth_last_url.txt`.\\n\\nAgent rules for this step:\\n- Extract the `auth_url` field and send that exact URL to the user as a single line.\\n- Tell the user that the browser will likely fail on `http://localhost:1` after approval, and that this is expected.\\n- Tell them to copy the ENTIRE redirected URL from the browser address bar.\\n- If the user gets `Error 403: access_denied`, send them directly to `https://console.cloud.google.com/auth/audience` to add themselves as a test user.\\n\\n### Step 4: Exchange the code\\n\\nThe user will paste back either a URL like `http://localhost:1/?code=4/0A...&scope=...`\\nor just the code string. Either works. The `--auth-url` step stores a temporary\\npending OAuth session locally so `--auth-code` can complete the PKCE exchange\\nlater, even on headless systems:\\n\\n```bash\\n$GSETUP --auth-code \\\"THE_URL_OR_CODE_THE_USER_PASTED\\\" --format json\\n```\\n\\nIf `--auth-code` fails because the code expired, was already used, or came from\\nan older browser tab, it now returns a fresh `fresh_auth_url`. In that case,\\nimmediately send the new URL to the user and have them retry with the newest\\nbrowser redirect only.\\n\\n### Step 5: Verify\\n\\n```bash\\n$GSETUP --check\\n```\\n\\nShould print `AUTHENTICATED`. Setup is complete — token refreshes automatically from now on.\\n\\n### Notes\\n\\n- Token is stored at `~/.hermes/google_token.json` and auto-refreshes.\\n- Pending OAuth session state/verifier are stored temporarily at `~/.hermes/google_oauth_pending.json` until exchange completes.\\n- If `gws` is installed, `google_api.py` points it at the same `~/.hermes/google_token.json` credentials file. Users do not need to run a separate `gws auth login` flow.\\n- To revoke: `$GSETUP --revoke`\\n\\n## Usage\\n\\nAll commands go through the API script. Set `GAPI` as a shorthand:\\n\\n```bash\\nGAPI=\\\"python ${HERMES_HOME:-$HOME/.hermes}/skills/productivity/google-workspace/scripts/google_api.py\\\"\\n```\\n\\n### Gmail\\n\\n```bash\\n# Search (returns JSON array with id, from, subject, date, snippet)\\n$GAPI gmail search \\\"is:unread\\\" --max 10\\n$GAPI gmail search \\\"from:boss@company.com newer_than:1d\\\"\\n$GAPI gmail search \\\"has:attachment filename:pdf newer_than:7d\\\"\\n\\n# Read full message (returns JSON with body text)\\n$GAPI gmail get MESSAGE_ID\\n\\n# Send\\n$GAPI gmail send --to user@example.com --subject \\\"Hello\\\" --body \\\"Message text\\\"\\n$GAPI gmail send --to user@example.com --subject \\\"Report\\\" --body \\\"
Q4
Details...
\\\" --html\\n$GAPI gmail send --to user@example.com --subject \\\"Hello\\\" --from '\\\"Research Agent\\\" ' --body \\\"Message text\\\"\\n\\n# Reply (automatically threads and sets In-Reply-To)\\n$GAPI gmail reply MESSAGE_ID --body \\\"Thanks, that works for me.\\\"\\n$GAPI gmail reply MESSAGE_ID --from '\\\"Support Bot\\\" ' --body \\\"Thanks\\\"\\n\\n# Labels\\n$GAPI gmail labels\\n$GAPI gmail modify MESSAGE_ID --add-labels LABEL_ID\\n$GAPI gmail modify MESSAGE_ID --remove-labels UNREAD\\n```\\n\\n### Calendar\\n\\n```bash\\n# List events (defaults to next 7 days)\\n$GAPI calendar list\\n$GAPI calendar list --start 2026-03-01T00:00:00Z --end 2026-03-07T23:59:59Z\\n\\n# Create event (ISO 8601 with timezone required)\\n$GAPI calendar create --summary \\\"Team Standup\\\" --start 2026-03-01T10:00:00-06:00 --end 2026-03-01T10:30:00-06:00\\n$GAPI calendar create --summary \\\"Lunch\\\" --start 2026-03-01T12:00:00Z --end 2026-03-01T13:00:00Z --location \\\"Cafe\\\"\\n$GAPI calendar create --summary \\\"Review\\\" --start 2026-03-01T14:00:00Z --end 2026-03-01T15:00:00Z --attendees \\\"alice@co.com,bob@co.com\\\"\\n\\n# Delete event\\n$GAPI calendar delete EVENT_ID\\n```\\n\\n### Drive\\n\\n```bash\\n# Search existing files\\n$GAPI drive search \\\"quarterly report\\\" --max 10\\n$GAPI drive search \\\"mimeType='application/pdf'\\\" --raw-query --max 5\\n\\n# Get metadata for a single file\\n$GAPI drive get FILE_ID\\n\\n# Upload a local file (auto-detects MIME type)\\n$GAPI drive upload /path/to/report.pdf\\n$GAPI drive upload /path/to/image.png --name \\\"Logo.png\\\" --parent FOLDER_ID\\n\\n# Download (binary files download as-is; Google-native files export to a\\n# sensible default — Docs→pdf, Sheets→csv, Slides→pdf, Drawings→png)\\n$GAPI drive download FILE_ID\\n$GAPI drive download DOC_ID --output ~/doc.pdf\\n$GAPI drive download DOC_ID --export-mime text/plain --output ~/doc.txt\\n\\n# Create a folder\\n$GAPI drive create-folder \\\"Reports\\\"\\n$GAPI drive create-folder \\\"Q4\\\" --parent FOLDER_ID\\n\\n# Share\\n$GAPI drive share FILE_ID --email alice@example.com --role reader\\n$GAPI drive share FILE_ID --email alice@example.com --role writer --notify\\n$GAPI drive share FILE_ID --type anyone --role reader # anyone with link\\n$GAPI drive share FILE_ID --type domain --domain example.com --role reader\\n\\n# Delete — defaults to trash (reversible). Use --permanent to skip the trash.\\n$GAPI drive delete FILE_ID\\n$GAPI drive delete FILE_ID --permanent\\n```\\n\\n### Contacts\\n\\n```bash\\n$GAPI contacts list --max 20\\n```\\n\\n### Sheets\\n\\n```bash\\n# Create a new spreadsheet\\n$GAPI sheets create --title \\\"Q4 Budget\\\"\\n$GAPI sheets create --title \\\"Inventory\\\" --sheet-name \\\"Stock\\\"\\n\\n# Read\\n$GAPI sheets get SHEET_ID \\\"Sheet1!A1:D10\\\"\\n\\n# Write\\n$GAPI sheets update SHEET_ID \\\"Sheet1!A1:B2\\\" --values '[[\\\"Name\\\",\\\"Score\\\"],[\\\"Alice\\\",\\\"95\\\"]]'\\n\\n# Append rows\\n$GAPI sheets append SHEET_ID \\\"Sheet1!A:C\\\" --values '[[\\\"new\\\",\\\"row\\\",\\\"data\\\"]]'\\n```\\n\\n### Docs\\n\\n```bash\\n# Read\\n$GAPI docs get DOC_ID\\n\\n# Create a new Doc (optionally seeded with body text)\\n$GAPI docs create --title \\\"Meeting Notes\\\"\\n$GAPI docs create --title \\\"Draft\\\" --body \\\"First paragraph...\\\"\\n\\n# Append text to the end of an existing Doc\\n$GAPI docs append DOC_ID --text \\\"Additional content to append\\\"\\n```\\n\\n## Output Format\\n\\nAll commands return JSON. Parse with `jq` or read directly. Key fields:\\n\\n- **Gmail search**: `[{id, threadId, from, to, subject, date, snippet, labels}]`\\n- **Gmail get**: `{id, threadId, from, to, subject, date, labels, body}`\\n- **Gmail send/reply**: `{status: \\\"sent\\\", id, threadId}`\\n- **Calendar list**: `[{id, summary, start, end, location, description, htmlLink}]`\\n- **Calendar create**: `{status: \\\"created\\\", id, summary, htmlLink}`\\n- **Drive search**: `[{id, name, mimeType, modifiedTime, webViewLink}]`\\n- **Drive get**: `{id, name, mimeType, modifiedTime, size, webViewLink, parents, owners}`\\n- **Drive upload**: `{status: \\\"uploaded\\\", id, name, mimeType, webViewLink}`\\n- **Drive download**: `{status: \\\"downloaded\\\", id, name, path, mimeType}`\\n- **Drive create-folder**: `{status: \\\"created\\\", id, name, webViewLink}`\\n- **Drive share**: `{status: \\\"shared\\\", permissionId, fileId, role, type}`\\n- **Drive delete**: `{status: \\\"trashed\\\" | \\\"deleted\\\", fileId, permanent}`\\n- **Contacts list**: `[{name, emails: [...], phones: [...]}]`\\n- **Sheets get**: `[[cell, cell, ...], ...]`\\n- **Sheets create**: `{status: \\\"created\\\", spreadsheetId, title, spreadsheetUrl}`\\n- **Docs create**: `{status: \\\"created\\\", documentId, title, url}`\\n- **Docs append**: `{status: \\\"appended\\\", documentId, inserted_at, characters}`\\n\\n## Rules\\n\\n1. **Never send email, create/delete calendar events, delete Drive files, share files, or modify Docs/Sheets without confirming with the user first.** Show what will be done (recipients, file IDs, content, share role) and ask for approval. For `drive delete`, prefer the default trash (reversible) over `--permanent`.\\n2. **Check auth before first use** — run `setup.py --check`. If it fails, guide the user through setup.\\n3. **Use the Gmail search syntax reference** for complex queries — load it with `skill_view(\\\"google-workspace\\\", file_path=\\\"references/gmail-search-syntax.md\\\")`.\\n4. **Calendar times must include timezone** — always use ISO 8601 with offset (e.g., `2026-03-01T10:00:00-06:00`) or UTC (`Z`).\\n5. **Respect rate limits** — avoid rapid-fire sequential API calls. Batch reads when possible.\\n\\n## Troubleshooting\\n\\n| Problem | Fix |\\n|---------|-----|\\n| `NOT_AUTHENTICATED` | Run setup Steps 2-5 above |\\n| `REFRESH_FAILED` | Token revoked or expired — redo Steps 3-5 |\\n| `HttpError 403: Insufficient Permission` | Missing API scope — `$GSETUP --revoke` then redo Steps 3-5 |\\n| `AUTHENTICATED (partial)` or \\\"Token missing scopes\\\" | New write capabilities (Drive write/delete, Docs create/edit) require re-authorization. `$GSETUP --revoke` then redo Steps 3-5 to grant the upgraded scopes. |\\n| `HttpError 403: Access Not Configured` | API not enabled — user needs to enable it in Google Cloud Console |\\n| `ModuleNotFoundError` | Run `$GSETUP --install-deps` |\\n| Advanced Protection blocks auth | Workspace admin must allowlist the OAuth client ID |\\n\\n## Revoking Access\\n\\n```bash\\n$GSETUP --revoke\\n```\\n\", \"path\": \"productivity/google-workspace/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/productivity/google-workspace\", \"linked_files\": {\"references\": [\"references/gmail-search-syntax.md\"], \"scripts\": [\"scripts/google_api.py\", \"scripts/gws_bridge.py\", \"scripts/setup.py\", \"scripts/_hermes_home.py\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [\"google_token.json\", \"google_client_secret.json\"], \"missing_required_commands\": [], \"setup_needed\": true, \"setup_skipped\": false, \"readiness_status\": \"setup_needed\", \"setup_note\": \"Setup needed before using this skill: missing file google_token.json, file google_client_secret.json.\", \"metadata\": {\"hermes\": {\"tags\": [\"Google\", \"Gmail\", \"Calendar\", \"Drive\", \"Sheets\", \"Docs\", \"Contacts\", \"Email\", \"OAuth\"], \"homepage\": \"https://github.com/NousResearch/hermes-agent\", \"related_skills\": [\"himalaya\"]}}}",
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"content": "{\"success\": true, \"name\": \"writing-plans\", \"description\": \"Write implementation plans: bite-sized tasks, paths, code.\", \"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"], \"content\": \"---\\nname: writing-plans\\ndescription: \\\"Write implementation plans: bite-sized tasks, paths, code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [planning, design, implementation, workflow, documentation]\\n related_skills: [subagent-driven-development, test-driven-development, requesting-code-review]\\n---\\n\\n# Writing Implementation Plans\\n\\n## Overview\\n\\nWrite comprehensive implementation plans assuming the implementer has zero context for the codebase and questionable taste. Document everything they need: which files to touch, complete code, testing commands, docs to check, how to verify. Give them bite-sized tasks. DRY. YAGNI. TDD. Frequent commits.\\n\\nAssume the implementer is a skilled developer but knows almost nothing about the toolset or problem domain. Assume they don't know good test design very well.\\n\\n**Core principle:** A good plan makes implementation obvious. If someone has to guess, the plan is incomplete.\\n\\n## When to Use\\n\\n**Always use before:**\\n- Implementing multi-step features\\n- Breaking down complex requirements\\n- Delegating to subagents via subagent-driven-development\\n\\n**Don't skip when:**\\n- Feature seems simple (assumptions cause bugs)\\n- You plan to implement it yourself (future you needs guidance)\\n- Working alone (documentation matters)\\n\\n## Bite-Sized Task Granularity\\n\\n**Each task = 2-5 minutes of focused work.**\\n\\nEvery step is one action:\\n- \\\"Write the failing test\\\" — step\\n- \\\"Run it to make sure it fails\\\" — step\\n- \\\"Implement the minimal code to make the test pass\\\" — step\\n- \\\"Run the tests and make sure they pass\\\" — step\\n- \\\"Commit\\\" — step\\n\\n**Too big:**\\n```markdown\\n### Task 1: Build authentication system\\n[50 lines of code across 5 files]\\n```\\n\\n**Right size:**\\n```markdown\\n### Task 1: Create User model with email field\\n[10 lines, 1 file]\\n\\n### Task 2: Add password hash field to User\\n[8 lines, 1 file]\\n\\n### Task 3: Create password hashing utility\\n[15 lines, 1 file]\\n```\\n\\n## Plan Document Structure\\n\\n### Header (Required)\\n\\nEvery plan MUST start with:\\n\\n```markdown\\n# [Feature Name] Implementation Plan\\n\\n> **For Hermes:** Use subagent-driven-development skill to implement this plan task-by-task.\\n\\n**Goal:** [One sentence describing what this builds]\\n\\n**Architecture:** [2-3 sentences about approach]\\n\\n**Tech Stack:** [Key technologies/libraries]\\n\\n---\\n```\\n\\n### Task Structure\\n\\nEach task follows this format:\\n\\n````markdown\\n### Task N: [Descriptive Name]\\n\\n**Objective:** What this task accomplishes (one sentence)\\n\\n**Files:**\\n- Create: `exact/path/to/new_file.py`\\n- Modify: `exact/path/to/existing.py:45-67` (line numbers if known)\\n- Test: `tests/path/to/test_file.py`\\n\\n**Step 1: Write failing test**\\n\\n```python\\ndef test_specific_behavior():\\n result = function(input)\\n assert result == expected\\n```\\n\\n**Step 2: Run test to verify failure**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: FAIL — \\\"function not defined\\\"\\n\\n**Step 3: Write minimal implementation**\\n\\n```python\\ndef function(input):\\n return expected\\n```\\n\\n**Step 4: Run test to verify pass**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: PASS\\n\\n**Step 5: Commit**\\n\\n```bash\\ngit add tests/path/test.py src/path/file.py\\ngit commit -m \\\"feat: add specific feature\\\"\\n```\\n````\\n\\n## Writing Process\\n\\n### Step 1: Understand Requirements\\n\\nRead and understand:\\n- Feature requirements\\n- Design documents or user description\\n- Acceptance criteria\\n- Constraints\\n\\n### Step 2: Explore the Codebase\\n\\nUse Hermes tools to understand the project:\\n\\n```python\\n# Understand project structure\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"src/\\\")\\n\\n# Look at similar features\\nsearch_files(\\\"similar_pattern\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n\\n# Check existing tests\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"tests/\\\")\\n\\n# Read key files\\nread_file(\\\"src/app.py\\\")\\n```\\n\\n### Step 3: Design Approach\\n\\nDecide:\\n- Architecture pattern\\n- File organization\\n- Dependencies needed\\n- Testing strategy\\n\\n### Step 4: Write Tasks\\n\\nCreate tasks in order:\\n1. Setup/infrastructure\\n2. Core functionality (TDD for each)\\n3. Edge cases\\n4. Integration\\n5. Cleanup/documentation\\n\\n### Step 5: Add Complete Details\\n\\nFor each task, include:\\n- **Exact file paths** (not \\\"the config file\\\" but `src/config/settings.py`)\\n- **Complete code examples** (not \\\"add validation\\\" but the actual code)\\n- **Exact commands** with expected output\\n- **Verification steps** that prove the task works\\n\\n### Step 6: Review the Plan\\n\\nCheck:\\n- [ ] Tasks are sequential and logical\\n- [ ] Each task is bite-sized (2-5 min)\\n- [ ] File paths are exact\\n- [ ] Code examples are complete (copy-pasteable)\\n- [ ] Commands are exact with expected output\\n- [ ] No missing context\\n- [ ] DRY, YAGNI, TDD principles applied\\n\\n### Step 7: Save the Plan\\n\\n```bash\\nmkdir -p docs/plans\\n# Save plan to docs/plans/YYYY-MM-DD-feature-name.md\\ngit add docs/plans/\\ngit commit -m \\\"docs: add implementation plan for [feature]\\\"\\n```\\n\\n## Principles\\n\\n### DRY (Don't Repeat Yourself)\\n\\n**Bad:** Copy-paste validation in 3 places\\n**Good:** Extract validation function, use everywhere\\n\\n### YAGNI (You Aren't Gonna Need It)\\n\\n**Bad:** Add \\\"flexibility\\\" for future requirements\\n**Good:** Implement only what's needed now\\n\\n```python\\n# Bad — YAGNI violation\\nclass User:\\n def __init__(self, name, email):\\n self.name = name\\n self.email = email\\n self.preferences = {} # Not needed yet!\\n self.metadata = {} # Not needed yet!\\n\\n# Good — YAGNI\\nclass User:\\n def __init__(self, name, email):\\n self.name = name\\n self.email = email\\n```\\n\\n### TDD (Test-Driven Development)\\n\\nEvery task that produces code should include the full TDD cycle:\\n1. Write failing test\\n2. Run to verify failure\\n3. Write minimal code\\n4. Run to verify pass\\n\\nSee `test-driven-development` skill for details.\\n\\n### Frequent Commits\\n\\nCommit after every task:\\n```bash\\ngit add [files]\\ngit commit -m \\\"type: description\\\"\\n```\\n\\n## Common Mistakes\\n\\n### Vague Tasks\\n\\n**Bad:** \\\"Add authentication\\\"\\n**Good:** \\\"Create User model with email and password_hash fields\\\"\\n\\n### Incomplete Code\\n\\n**Bad:** \\\"Step 1: Add validation function\\\"\\n**Good:** \\\"Step 1: Add validation function\\\" followed by the complete function code\\n\\n### Missing Verification\\n\\n**Bad:** \\\"Step 3: Test it works\\\"\\n**Good:** \\\"Step 3: Run `pytest tests/test_auth.py -v`, expected: 3 passed\\\"\\n\\n### Missing File Paths\\n\\n**Bad:** \\\"Create the model file\\\"\\n**Good:** \\\"Create: `src/models/user.py`\\\"\\n\\n## Execution Handoff\\n\\nAfter saving the plan, offer the execution approach:\\n\\n**\\\"Plan complete and saved. Ready to execute using subagent-driven-development — I'll dispatch a fresh subagent per task with two-stage review (spec compliance then code quality). Shall I proceed?\\\"**\\n\\nWhen executing, use the `subagent-driven-development` skill:\\n- Fresh `delegate_task` per task with full context\\n- Spec compliance review after each task\\n- Code quality review after spec passes\\n- Proceed only when both reviews approve\\n\\n## Remember\\n\\n```\\nBite-sized tasks (2-5 min each)\\nExact file paths\\nComplete code (copy-pasteable)\\nExact commands with expected output\\nVerification steps\\nDRY, YAGNI, TDD\\nFrequent commits\\n```\\n\\n**A good plan makes implementation obvious.**\\n\", \"path\": \"software-development/writing-plans/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/writing-plans\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"]}}}",
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"arguments": "{\"path\":\"/home/agent/JARVIS_Finance_System_Spezifikation_v0.4_Implementation_Blueprint.md\",\"content\":\"# JARVIS Finance System – Spezifikation v0.4 Implementation Blueprint\\n\\n**Version:** 0.4 \\n**Datum:** 2026-05-14 \\n**Status:** Implementation Blueprint / kein Code \\n**Scope:** MVP 1 technische Umsetzungsgrundlage \\n**Basiswährung:** CHF \\n**Primäre Technologie MVP:** SQLite + Python + Streamlit \\n**Leitlinie:** Finanzdaten bleiben privat. Git enthält Code, Dokumentation und synthetische Testdaten – niemals echte Finanzdaten.\\n\\n---\\n\\n## 1. Ziel von v0.4\\n\\nv0.4 ist keine Funktionssammlung mehr, sondern die konkrete technische Baugrundlage für MVP 1.\\n\\nNach v0.4 muss klar sein:\\n\\n- welche SQLite-Tabellen existieren;\\n- welche Felder, Datentypen, Pflichtfelder, Fremdschlüssel, Indizes und Validierungen gelten;\\n- wie Transaktionen zu Positionen, Cash, Crypto-Beständen und Reports werden;\\n- wie CHF- und FX-Logik funktioniert;\\n- welche CSV-Templates importiert werden können;\\n- welche Streamlit-Seiten gebaut werden;\\n- wie Crypto-PDF-Reports aufgebaut sind;\\n- wie mit Dummy-Daten getestet wird;\\n- wie Git, Datenschutz und Backup geregelt sind;\\n- wie Telegram-Erfassung vorbereitet, aber nicht priorisiert wird.\\n\\nMVP 1 bleibt: **Ledger zuerst, Dashboard danach, Meinung später.**\\n\\n---\\n\\n## 2. Technische Grundentscheidungen MVP 1\\n\\n### 2.1 Stack\\n\\n- Sprache: Python.\\n- Dashboard: Streamlit.\\n- Datenbank: SQLite.\\n- DB-Zugriff: SQLAlchemy oder sqlite-utils/Repository-Schicht; später PostgreSQL-fähig halten.\\n- Tabellen-/Analyseverarbeitung: Pandas.\\n- Charts: Plotly.\\n- PDF Reports: HTML/Markdown Template → PDF Renderer, z.B. WeasyPrint oder Playwright.\\n- Tests: pytest.\\n- Dummy-Daten: synthetisch unter `examples/` oder `tests/fixtures/`.\\n\\n### 2.2 Architekturprinzip\\n\\nMVP 1 wird modular aufgebaut:\\n\\n- `storage`: SQLite Schema, Migrationen, Repositories.\\n- `ledger`: Transaktionslogik, Positionen, Cash, FX.\\n- `crypto`: Wallets, Holdings, Transfers, CoinGecko-Preise.\\n- `imports`: CSV-Import/Export, Import-Sessions, Validierung.\\n- `dashboard`: Streamlit-Seiten.\\n- `reports`: PDF/HTML/Markdown Reports.\\n- `quality`: Datenqualität, Alerts.\\n- `audit`: History/Audit-Log.\\n- `tests`: synthetische Testfälle.\\n\\n---\\n\\n## 3. SQLite-Datenbankschema MVP 1\\n\\n### 3.1 Allgemeine Konventionen\\n\\nDatentypen:\\n\\n- IDs: `TEXT`, UUID als String.\\n- Datum: `TEXT`, ISO-Format `YYYY-MM-DD`.\\n- Timestamp: `TEXT`, ISO-Format `YYYY-MM-DDTHH:MM:SSZ` oder lokal mit Zeitzone.\\n- Geldbeträge: `NUMERIC`, Speicherung mit Decimal-Logik in Python; SQLite speichert flexibel, Python validiert.\\n- Mengen: `NUMERIC`, Decimal.\\n- Booleans: `INTEGER`, 0/1.\\n- JSON: `TEXT`, JSON-String.\\n\\nStandardfelder, wo sinnvoll:\\n\\n- `created_at TEXT NOT NULL`\\n- `updated_at TEXT`\\n- `notes TEXT`\\n\\nValidierung erfolgt zweistufig:\\n\\n1. DB Constraints für Grundregeln.\\n2. Python-Service-Validierung für fachliche Regeln.\\n\\n---\\n\\n## 4. Tabellen im Detail\\n\\n## 4.1 `platforms`\\n\\n**Zweck:** Abbildung von Banken, Brokern, Wallet-Anbietern und aggregierten Plattformen.\\n\\n**Felder:**\\n\\n- `platform_id TEXT PRIMARY KEY` – Pflicht.\\n- `name TEXT NOT NULL UNIQUE` – z.B. Raiffeisen, PostFinance, True Wealth, Crypto.\\n- `platform_type TEXT NOT NULL` – bank, broker, robo_advisor, crypto_exchange, crypto_wallet, manual, other.\\n- `country TEXT` – optional.\\n- `default_currency TEXT NOT NULL DEFAULT 'CHF'`.\\n- `is_active INTEGER NOT NULL DEFAULT 1`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- unique index auf `name`.\\n- index auf `platform_type`.\\n\\n**Validierung:**\\n\\n- `platform_type` nur erlaubte Werte.\\n- `default_currency` ISO 4217, z.B. CHF/EUR/USD.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nplatform_id=plt_postfinance_demo, name=PostFinance, platform_type=broker, country=CH, default_currency=CHF, is_active=1\\n```\\n\\n---\\n\\n## 4.2 `accounts`\\n\\n**Zweck:** Konkrete Konten/Depots innerhalb einer Plattform.\\n\\n**Felder:**\\n\\n- `account_id TEXT PRIMARY KEY`.\\n- `platform_id TEXT NOT NULL REFERENCES platforms(platform_id)`.\\n- `account_name TEXT NOT NULL`.\\n- `account_type TEXT NOT NULL` – cash, brokerage, robo_portfolio, crypto, reserve, other.\\n- `currency TEXT NOT NULL DEFAULT 'CHF'`.\\n- `performance_included INTEGER NOT NULL DEFAULT 1`.\\n- `is_health_reserve INTEGER NOT NULL DEFAULT 0`.\\n- `target_cash_min_chf NUMERIC`.\\n- `target_cash_max_chf NUMERIC`.\\n- `is_active INTEGER NOT NULL DEFAULT 1`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- `idx_accounts_platform_id` auf `platform_id`.\\n- unique index auf `(platform_id, account_name)`.\\n\\n**Validierung:**\\n\\n- gleicher Account-Name darf je Plattform nicht doppelt sein.\\n- Reserve-Konto kann aus Performance ausgeschlossen werden.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\naccount_id=acc_pf_demo_depot, platform_id=plt_postfinance_demo, account_name=Demo Depot, account_type=brokerage, currency=CHF\\n```\\n\\n---\\n\\n## 4.3 `instruments`\\n\\n**Zweck:** Stammdaten für Aktien, ETFs, Cash-ähnliche Instrumente und andere Assets ausser detaillierten Crypto-Holdings.\\n\\n**Felder:**\\n\\n- `instrument_id TEXT PRIMARY KEY`.\\n- `asset_class TEXT NOT NULL` – equity, etf, crypto, cash, bond, commodity, other.\\n- `name TEXT NOT NULL`.\\n- `ticker TEXT`.\\n- `isin TEXT`.\\n- `exchange TEXT`.\\n- `currency TEXT NOT NULL`.\\n- `country TEXT`.\\n- `sector TEXT`.\\n- `industry TEXT`.\\n- `provider_symbol TEXT`.\\n- `data_provider_primary TEXT`.\\n- `data_provider_fallback TEXT`.\\n- `is_active INTEGER NOT NULL DEFAULT 1`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `asset_class`.\\n- index auf `ticker`.\\n- index auf `isin`.\\n- unique partial logic in Python: ISIN eindeutig, wenn vorhanden.\\n\\n**Validierung:**\\n\\n- Aktien/ETFs sollten ISIN oder Ticker haben.\\n- Währung Pflicht.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ninstrument_id=ins_demo_stock_1, asset_class=equity, name=Demo Global AG, ticker=DGA, isin=CH0000000001, currency=CHF\\n```\\n\\n---\\n\\n## 4.4 `transactions`\\n\\n**Zweck:** Haupt-Ledger für Portfolio- und Cash-Transaktionen.\\n\\n**Felder:**\\n\\n- `transaction_id TEXT PRIMARY KEY`.\\n- `transaction_type TEXT NOT NULL` – buy, partial_sell, full_sell, dividend, etf_distribution, fee, tax, cash_deposit, cash_withdrawal, fx_conversion, initial_position_snapshot, initial_cash_snapshot, manual_correction.\\n- `account_id TEXT NOT NULL REFERENCES accounts(account_id)`.\\n- `instrument_id TEXT REFERENCES instruments(instrument_id)`.\\n- `trade_date TEXT NOT NULL`.\\n- `settlement_date TEXT`.\\n- `quantity NUMERIC`.\\n- `price_original NUMERIC`.\\n- `gross_amount_original NUMERIC`.\\n- `fee_original NUMERIC DEFAULT 0`.\\n- `tax_original NUMERIC DEFAULT 0`.\\n- `net_amount_original NUMERIC`.\\n- `currency_original TEXT NOT NULL`.\\n- `fx_rate_to_chf NUMERIC`.\\n- `fx_source TEXT` – api, manual_override, imported, missing, not_needed.\\n- `fx_status TEXT NOT NULL DEFAULT 'ok'` – ok, missing, stale, conflict, manual_override, not_needed.\\n- `gross_amount_chf NUMERIC`.\\n- `fee_chf NUMERIC`.\\n- `tax_chf NUMERIC`.\\n- `net_amount_chf NUMERIC`.\\n- `source_type TEXT NOT NULL` – manual, csv, broker_export, snapshot, system, telegram_draft.\\n- `source_id TEXT` – import_session_id oder externe Referenz.\\n- `external_transaction_id TEXT`.\\n- `row_hash TEXT`.\\n- `is_confirmed INTEGER NOT NULL DEFAULT 1`.\\n- `quality_status TEXT NOT NULL DEFAULT 'ok'` – ok, warning, error, incomplete.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- `idx_transactions_account_date` auf `(account_id, trade_date)`.\\n- `idx_transactions_instrument_date` auf `(instrument_id, trade_date)`.\\n- `idx_transactions_type` auf `transaction_type`.\\n- unique index auf `external_transaction_id`, wenn nicht leer.\\n- unique index auf `row_hash`, wenn nicht leer.\\n\\n**Validierung:**\\n\\n- bestätigte Transaktion braucht Audit-Log.\\n- Fremdwährung braucht `fx_rate_to_chf` oder `fx_status='missing'`.\\n- Kauf/Verkauf braucht Menge > 0.\\n- Initial Snapshot muss `transaction_type` entsprechend markieren.\\n- manuelle Korrektur braucht Notiz.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ntransaction_id=txn_demo_buy_1, transaction_type=buy, account_id=acc_pf_demo_depot, instrument_id=ins_demo_stock_1, trade_date=2026-01-15, quantity=10, price_original=100, currency_original=CHF, gross_amount_original=1000, fee_original=5, net_amount_chf=1005\\n```\\n\\n---\\n\\n## 4.5 `positions_snapshot`\\n\\n**Zweck:** Berechnete Positionsstände zu einem Zeitpunkt. Kein Primärledger, sondern Ergebnis/Cache.\\n\\n**Felder:**\\n\\n- `position_snapshot_id TEXT PRIMARY KEY`.\\n- `snapshot_date TEXT NOT NULL`.\\n- `account_id TEXT NOT NULL REFERENCES accounts(account_id)`.\\n- `platform_id TEXT NOT NULL REFERENCES platforms(platform_id)`.\\n- `instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id)`.\\n- `quantity NUMERIC NOT NULL`.\\n- `average_cost_original NUMERIC`.\\n- `cost_basis_original NUMERIC`.\\n- `cost_basis_chf NUMERIC`.\\n- `market_price_original NUMERIC`.\\n- `market_value_original NUMERIC`.\\n- `market_fx_rate_to_chf NUMERIC`.\\n- `market_value_chf NUMERIC`.\\n- `unrealized_price_pnl_chf NUMERIC`.\\n- `unrealized_fx_pnl_chf NUMERIC`.\\n- `realized_pnl_chf NUMERIC`.\\n- `income_chf NUMERIC`.\\n- `fees_chf NUMERIC`.\\n- `taxes_chf NUMERIC`.\\n- `total_return_chf NUMERIC`.\\n- `portfolio_weight_pct NUMERIC`.\\n- `category TEXT` – Core, Opportunity, Watch, Reserve, Unknown.\\n- `data_quality_status TEXT NOT NULL DEFAULT 'ok'`.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- unique index auf `(snapshot_date, account_id, instrument_id)`.\\n- index auf `instrument_id`.\\n- index auf `platform_id`.\\n\\n**Validierung:**\\n\\n- Snapshot ist reproduzierbar aus Transaktionen.\\n- Quantity darf negativ nur mit quality_status error und bestätigter Korrektur sein.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nposition_snapshot_id=pos_snap_demo_1, snapshot_date=2026-02-01, account_id=acc_pf_demo_depot, instrument_id=ins_demo_stock_1, quantity=10, market_value_chf=1050\\n```\\n\\n---\\n\\n## 4.6 `cash_balances`\\n\\n**Zweck:** Cash-Bestände pro Konto/Währung als Initialstand oder berechneter Snapshot.\\n\\n**Felder:**\\n\\n- `cash_balance_id TEXT PRIMARY KEY`.\\n- `account_id TEXT NOT NULL REFERENCES accounts(account_id)`.\\n- `balance_date TEXT NOT NULL`.\\n- `currency TEXT NOT NULL`.\\n- `amount_original NUMERIC NOT NULL`.\\n- `fx_rate_to_chf NUMERIC`.\\n- `amount_chf NUMERIC`.\\n- `source_type TEXT NOT NULL` – initial_snapshot, calculated, manual, csv.\\n- `quality_status TEXT NOT NULL DEFAULT 'ok'`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- unique index auf `(account_id, balance_date, currency, source_type)`.\\n\\n**Validierung:**\\n\\n- CHF-Cash braucht FX 1 oder not_needed.\\n- Initial Cash muss als Snapshot markiert sein.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ncash_balance_id=cash_demo_1, account_id=acc_raiff_demo_cash, balance_date=2026-01-01, currency=CHF, amount_original=10000, amount_chf=10000, source_type=initial_snapshot\\n```\\n\\n---\\n\\n## 4.7 `fx_rates`\\n\\n**Zweck:** Historische und aktuelle FX-Kurse zu CHF.\\n\\n**Felder:**\\n\\n- `fx_rate_id TEXT PRIMARY KEY`.\\n- `base_currency TEXT NOT NULL`.\\n- `quote_currency TEXT NOT NULL DEFAULT 'CHF'`.\\n- `rate_date TEXT NOT NULL`.\\n- `rate_timestamp TEXT`.\\n- `rate NUMERIC NOT NULL`.\\n- `provider TEXT NOT NULL`.\\n- `rate_type TEXT NOT NULL` – historical, latest, manual_override, imported.\\n- `quality_status TEXT NOT NULL DEFAULT 'ok'` – ok, missing, stale, conflict, manual.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- unique index auf `(base_currency, quote_currency, rate_date, provider, rate_type)`.\\n- index auf `(base_currency, rate_date)`.\\n\\n**Validierung:**\\n\\n- Rate > 0.\\n- CHF/CHF = 1.\\n- Manual Override muss Audit-Log haben.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nfx_rate_id=fx_demo_usd_chf_20260115, base_currency=USD, quote_currency=CHF, rate_date=2026-01-15, rate=0.9000, provider=dummy, rate_type=historical\\n```\\n\\n---\\n\\n## 4.8 `market_prices`\\n\\n**Zweck:** Preise für Aktien/ETFs/Instrumente.\\n\\n**Felder:**\\n\\n- `market_price_id TEXT PRIMARY KEY`.\\n- `instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id)`.\\n- `price_date TEXT NOT NULL`.\\n- `price_timestamp TEXT`.\\n- `open NUMERIC`.\\n- `high NUMERIC`.\\n- `low NUMERIC`.\\n- `close NUMERIC NOT NULL`.\\n- `adjusted_close NUMERIC`.\\n- `currency TEXT NOT NULL`.\\n- `provider TEXT NOT NULL`.\\n- `provider_symbol TEXT`.\\n- `quality_status TEXT NOT NULL DEFAULT 'ok'` – ok, stale, missing, conflict.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- unique index auf `(instrument_id, price_date, provider)`.\\n- index auf `price_date`.\\n\\n**Validierung:**\\n\\n- Close > 0.\\n- Currency muss zur Instrument-Währung passen oder bewusst markiert werden.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nmarket_price_id=mp_demo_1, instrument_id=ins_demo_stock_1, price_date=2026-01-16, close=105, currency=CHF, provider=dummy\\n```\\n\\n---\\n\\n## 4.9 `crypto_wallets`\\n\\n**Zweck:** Wallets, Exchanges, Broker-/Bank-Crypto-Konten.\\n\\n**Initiale Wallet-/Plattform-Struktur:**\\n\\n- PostFinance Crypto\\n- Ledger\\n- MetaMask\\n- Kraken\\n- Binance\\n- Coinbase\\n- Sonstige Wallet\\n- Sonstige Exchange\\n\\n**Felder:**\\n\\n- `wallet_id TEXT PRIMARY KEY`.\\n- `wallet_name TEXT NOT NULL UNIQUE`.\\n- `wallet_type TEXT NOT NULL` – Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- `platform_provider TEXT` – Ledger, MetaMask, Binance, PostFinance, Kraken, Coinbase.\\n- `network_chain TEXT` – optional.\\n- `wallet_address TEXT` – optional, standardmässig leer; MVP nicht erforderlich.\\n- `owner TEXT` – optional.\\n- `is_active INTEGER NOT NULL DEFAULT 1`.\\n- `last_verified_at TEXT`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- unique index auf `wallet_name`.\\n- index auf `wallet_type`.\\n- index auf `platform_provider`.\\n\\n**Validierung:**\\n\\n- gleicher Wallet-Name darf nicht doppelt sein.\\n- Wallet-Adresse ist nie Pflicht.\\n- Inactive Wallet bleibt historisch erhalten.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nwallet_id=wal_demo_ledger, wallet_name=Ledger Demo, wallet_type=Hardware Wallet, platform_provider=Ledger, network_chain=Multiple\\n```\\n\\n---\\n\\n## 4.10 `crypto_assets`\\n\\n**Zweck:** Stammdaten für Coins/Tokens.\\n\\n**Felder:**\\n\\n- `asset_id TEXT PRIMARY KEY`.\\n- `coin_name TEXT NOT NULL`.\\n- `symbol TEXT NOT NULL`.\\n- `coingecko_id TEXT`.\\n- `network_chain_default TEXT`.\\n- `is_stablecoin INTEGER NOT NULL DEFAULT 0`.\\n- `price_provider_primary TEXT NOT NULL DEFAULT 'CoinGecko'`.\\n- `price_provider_fallback TEXT`.\\n- `is_active INTEGER NOT NULL DEFAULT 1`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `symbol`.\\n- unique index auf `coingecko_id`, wenn nicht leer.\\n\\n**Validierung:**\\n\\n- CoinGecko-ID stark empfohlen.\\n- Symbol allein ist nicht eindeutig; bei Konflikt manuelle Auswahl.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nasset_id=ca_demo_btc, coin_name=Demo Bitcoin, symbol=DBTC, coingecko_id=demo-bitcoin\\n```\\n\\n---\\n\\n## 4.11 `crypto_holdings`\\n\\n**Zweck:** Aktueller Coin-Bestand pro Wallet; abgeleitet aus Crypto-Transaktionen plus bestätigten Snapshots/Korrekturen.\\n\\n**Felder:**\\n\\n- `crypto_holding_id TEXT PRIMARY KEY`.\\n- `asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id)`.\\n- `wallet_id TEXT NOT NULL REFERENCES crypto_wallets(wallet_id)`.\\n- `quantity NUMERIC NOT NULL`.\\n- `acquisition_source TEXT` – manual, csv, snapshot, telegram, calculated.\\n- `last_verified_at TEXT`.\\n- `verification_status TEXT NOT NULL DEFAULT 'unverified'` – verified, stale, unverified, estimated.\\n- `legacy_snapshot_value_original NUMERIC`.\\n- `legacy_snapshot_value_chf NUMERIC`.\\n- `legacy_snapshot_currency TEXT`.\\n- `legacy_snapshot_date TEXT`.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- unique index auf `(asset_id, wallet_id)`.\\n- index auf `wallet_id`.\\n- index auf `asset_id`.\\n\\n**Validierung:**\\n\\n- Quantity darf nicht negativ sein, ausser bestätigte Korrektur mit Alert.\\n- Legacy-Werte nicht als aktuelle Bewertung verwenden.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ncrypto_holding_id=ch_demo_btc_ledger, asset_id=ca_demo_btc, wallet_id=wal_demo_ledger, quantity=0.10, acquisition_source=snapshot, verification_status=verified\\n```\\n\\n---\\n\\n## 4.12 `crypto_transactions`\\n\\n**Zweck:** Crypto-spezifische Käufe, Verkäufe, Transfers, Gebühren, Initial-Snapshots.\\n\\n**Felder:**\\n\\n- `crypto_transaction_id TEXT PRIMARY KEY`.\\n- `transaction_id TEXT REFERENCES transactions(transaction_id)` – optional Link zum allgemeinen Ledger.\\n- `transaction_type TEXT NOT NULL` – crypto_buy, crypto_sell, crypto_transfer, crypto_fee, initial_snapshot, manual_adjustment, staking_reward_later.\\n- `asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id)`.\\n- `quantity NUMERIC NOT NULL`.\\n- `price_original NUMERIC`.\\n- `currency_original TEXT`.\\n- `gross_amount_original NUMERIC`.\\n- `fee_quantity NUMERIC`.\\n- `fee_original NUMERIC`.\\n- `fee_currency TEXT`.\\n- `fx_rate_to_chf NUMERIC`.\\n- `fx_source TEXT`.\\n- `amount_chf NUMERIC`.\\n- `from_wallet_id TEXT REFERENCES crypto_wallets(wallet_id)`.\\n- `to_wallet_id TEXT REFERENCES crypto_wallets(wallet_id)`.\\n- `transaction_datetime TEXT NOT NULL`.\\n- `tx_hash TEXT`.\\n- `source TEXT NOT NULL` – dashboard, csv, telegram, snapshot, manual_correction.\\n- `confirmation_status TEXT NOT NULL DEFAULT 'confirmed'` – draft, pending_confirmation, confirmed, rejected.\\n- `parse_confidence NUMERIC`.\\n- `original_input_text TEXT` – vertraulich, nicht exportieren/Git.\\n- `notes TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `(asset_id, transaction_datetime)`.\\n- index auf `from_wallet_id`.\\n- index auf `to_wallet_id`.\\n- index auf `transaction_type`.\\n\\n**Validierung:**\\n\\n- Crypto-Kauf braucht `to_wallet_id`.\\n- Crypto-Verkauf braucht `from_wallet_id`.\\n- Crypto-Transfer braucht `from_wallet_id` und `to_wallet_id` und beide müssen unterschiedlich sein.\\n- Menge > 0.\\n- Bestätigung vor finaler Speicherung bei Telegram.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ncrypto_transaction_id=ctx_demo_transfer_1, transaction_type=crypto_transfer, asset_id=ca_demo_btc, quantity=0.01, from_wallet_id=wal_demo_exchange, to_wallet_id=wal_demo_ledger, transaction_datetime=2026-01-20T10:00:00Z\\n```\\n\\n---\\n\\n## 4.13 `crypto_prices`\\n\\n**Zweck:** Aktuelle/historische Coin-Preise.\\n\\n**Felder:**\\n\\n- `crypto_price_id TEXT PRIMARY KEY`.\\n- `asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id)`.\\n- `coingecko_id TEXT`.\\n- `price_currency TEXT NOT NULL` – CHF, USD, EUR.\\n- `price NUMERIC NOT NULL`.\\n- `provider TEXT NOT NULL DEFAULT 'CoinGecko'`.\\n- `provider_timestamp TEXT`.\\n- `fetched_at TEXT NOT NULL`.\\n- `quality_status TEXT NOT NULL DEFAULT 'fresh'` – fresh, stale, missing, error, conflict.\\n- `error_message TEXT`.\\n\\n**Indizes:**\\n\\n- unique index auf `(asset_id, price_currency, provider, fetched_at)`.\\n- index auf `(asset_id, price_currency)`.\\n\\n**Validierung:**\\n\\n- Preis > 0.\\n- Wenn Preis fehlt, keine Fantasiebewertung; Warnung erzeugen.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ncrypto_price_id=cp_demo_btc_chf, asset_id=ca_demo_btc, price_currency=CHF, price=50000, provider=CoinGecko, quality_status=fresh\\n```\\n\\n---\\n\\n## 4.14 `watchlist`\\n\\n**Zweck:** Investment Pipeline.\\n\\n**Felder:**\\n\\n- `watchlist_id TEXT PRIMARY KEY`.\\n- `instrument_id TEXT REFERENCES instruments(instrument_id)`.\\n- `crypto_asset_id TEXT REFERENCES crypto_assets(asset_id)`.\\n- `name TEXT NOT NULL`.\\n- `asset_class TEXT NOT NULL`.\\n- `reason TEXT NOT NULL`.\\n- `target_entry_price NUMERIC`.\\n- `target_entry_currency TEXT`.\\n- `desired_position_size_chf NUMERIC`.\\n- `desired_weight_pct NUMERIC`.\\n- `trigger_rules TEXT` – JSON/Text.\\n- `risk_notes TEXT`.\\n- `investment_case TEXT`.\\n- `bear_case TEXT`.\\n- `sources TEXT` – JSON/Text.\\n- `status TEXT NOT NULL DEFAULT 'active'` – active, triggered, bought, rejected, archived.\\n- `next_review_date TEXT`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `status`.\\n- index auf `asset_class`.\\n\\n**Validierung:**\\n\\n- Grund der Beobachtung Pflicht.\\n- Entweder Instrument oder Crypto Asset oder Name muss vorhanden sein.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nwatchlist_id=wl_demo_1, name=Demo ETF World, asset_class=etf, reason=Core-Kandidat, target_entry_price=100, target_entry_currency=CHF, status=active\\n```\\n\\n---\\n\\n## 4.15 `reports`\\n\\n**Zweck:** Metadaten erzeugter Reports.\\n\\n**Felder:**\\n\\n- `report_id TEXT PRIMARY KEY`.\\n- `report_type TEXT NOT NULL` – portfolio, crypto_inventory, watchlist, daily, monthly.\\n- `title TEXT NOT NULL`.\\n- `period_start TEXT`.\\n- `period_end TEXT`.\\n- `generated_at TEXT NOT NULL`.\\n- `file_path TEXT` – lokaler Pfad, niemals Git.\\n- `format TEXT NOT NULL` – pdf, html, md.\\n- `data_quality_status TEXT NOT NULL DEFAULT 'ok'`.\\n- `summary_json TEXT`.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- index auf `report_type`.\\n- index auf `generated_at`.\\n\\n**Validierung:**\\n\\n- Report mit echten Daten liegt nur in lokalem Reports-Ordner.\\n- Keine Reports mit echten Zahlen in Git.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nreport_id=rep_demo_crypto_1, report_type=crypto_inventory, title=Demo Crypto Bestand, format=pdf, data_quality_status=ok\\n```\\n\\n---\\n\\n## 4.16 `alerts`\\n\\n**Zweck:** Warnungen und Aufgaben aus Datenqualität, Kursbewegung, FX, Ledger.\\n\\n**Felder:**\\n\\n- `alert_id TEXT PRIMARY KEY`.\\n- `priority TEXT NOT NULL` – info, wichtig, kritisch.\\n- `category TEXT NOT NULL` – data_quality, price_move, fx, ledger, crypto, report, watchlist.\\n- `entity_type TEXT`.\\n- `entity_id TEXT`.\\n- `rule_id TEXT`.\\n- `message TEXT NOT NULL`.\\n- `evidence_json TEXT`.\\n- `status TEXT NOT NULL DEFAULT 'new'` – new, acknowledged, snoozed, resolved, false_positive.\\n- `created_at TEXT NOT NULL`.\\n- `resolved_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `(priority, status)`.\\n- index auf `category`.\\n- index auf `created_at`.\\n\\n**Validierung:**\\n\\n- Kritische Alerts dürfen nicht stillschweigend verschwinden.\\n- Resolved braucht `resolved_at`.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nalert_id=al_demo_fx_missing, priority=kritisch, category=fx, message=FX-Kurs fehlt für Demo-Transaktion, status=new\\n```\\n\\n---\\n\\n## 4.17 `audit_log`\\n\\n**Zweck:** Unverzichtbare History jeder Änderung.\\n\\n**Felder:**\\n\\n- `audit_id TEXT PRIMARY KEY`.\\n- `timestamp TEXT NOT NULL`.\\n- `source TEXT NOT NULL` – dashboard, csv_import, telegram, manual_correction, system_job, snapshot_import.\\n- `action TEXT NOT NULL` – buy, sell, transfer, correction, dividend, snapshot, import, delete, verify, report_generated, alert_acknowledged, fx_override.\\n- `entity_type TEXT NOT NULL`.\\n- `entity_id TEXT NOT NULL`.\\n- `old_values_json TEXT`.\\n- `new_values_json TEXT`.\\n- `user_text_note TEXT`.\\n- `original_input_text TEXT`.\\n- `confirmed INTEGER NOT NULL DEFAULT 1`.\\n- `confirmation_timestamp TEXT`.\\n- `auto_parsed INTEGER NOT NULL DEFAULT 0`.\\n- `parse_confidence NUMERIC`.\\n- `created_by TEXT NOT NULL DEFAULT 'system'` – user, system.\\n- `quality_status TEXT NOT NULL DEFAULT 'ok'`.\\n- `created_at TEXT NOT NULL`.\\n\\n**Indizes:**\\n\\n- index auf `timestamp`.\\n- index auf `(entity_type, entity_id)`.\\n- index auf `source`.\\n- index auf `action`.\\n\\n**Validierung:**\\n\\n- jede bestätigte Transaktion braucht Audit-Eintrag.\\n- manuelle Korrektur braucht Notiz.\\n- Telegram-Parsing vor Speicherung als pending dokumentieren.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\naudit_id=aud_demo_1, source=dashboard, action=buy, entity_type=transaction, entity_id=txn_demo_buy_1, confirmed=1\\n```\\n\\n---\\n\\n## 4.18 `import_sessions`\\n\\n**Zweck:** Nachvollziehbarkeit von CSV-/Snapshot-Importen.\\n\\n**Felder:**\\n\\n- `import_session_id TEXT PRIMARY KEY`.\\n- `import_type TEXT NOT NULL` – accounts, instruments, transactions, crypto_wallets, crypto_holdings_initial, crypto_transactions, watchlist, cash_balances_initial.\\n- `source_filename TEXT NOT NULL`.\\n- `source_hash TEXT`.\\n- `started_at TEXT NOT NULL`.\\n- `finished_at TEXT`.\\n- `status TEXT NOT NULL` – started, completed, failed, partial, dry_run.\\n- `rows_total INTEGER DEFAULT 0`.\\n- `rows_imported INTEGER DEFAULT 0`.\\n- `rows_failed INTEGER DEFAULT 0`.\\n- `errors_json TEXT`.\\n- `notes TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `import_type`.\\n- index auf `started_at`.\\n- index auf `status`.\\n\\n**Validierung:**\\n\\n- Import kann zuerst als Dry Run laufen.\\n- Fehlerhafte Zeilen werden dokumentiert, nicht verschwiegen.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\nimport_session_id=imp_demo_1, import_type=crypto_holdings_initial, source_filename=demo_crypto_holdings.csv, status=completed, rows_total=3, rows_imported=3\\n```\\n\\n---\\n\\n## 4.19 `decision_journal`\\n\\n**Zweck:** Dokumentation menschlicher Entscheidungen.\\n\\n**Felder:**\\n\\n- `decision_id TEXT PRIMARY KEY`.\\n- `decision_date TEXT NOT NULL`.\\n- `decision_type TEXT NOT NULL` – buy, sell, hold, rebalance, override, watchlist_add, correction.\\n- `entity_type TEXT`.\\n- `entity_id TEXT`.\\n- `system_recommendation TEXT`.\\n- `human_decision TEXT NOT NULL`.\\n- `rationale TEXT NOT NULL`.\\n- `investment_case TEXT`.\\n- `risks TEXT`.\\n- `exit_rule TEXT`.\\n- `alternatives_considered TEXT`.\\n- `sources TEXT`.\\n- `review_date TEXT`.\\n- `outcome_status TEXT` – open, good, bad, neutral, pending.\\n- `outcome_return_chf NUMERIC`.\\n- `created_at TEXT NOT NULL`.\\n- `updated_at TEXT`.\\n\\n**Indizes:**\\n\\n- index auf `decision_date`.\\n- index auf `decision_type`.\\n- index auf `(entity_type, entity_id)`.\\n\\n**Validierung:**\\n\\n- menschliche Übersteuerung braucht Begründung.\\n- Kauf/Verkauf sollte Journal-Eintrag erlauben, aber MVP kann ihn optional machen; Overrides Pflicht.\\n\\n**Dummy-Beispiel:**\\n\\n```text\\ndecision_id=dec_demo_1, decision_type=buy, human_decision=Demo-Kauf, rationale=Synthetischer Testfall, outcome_status=open\\n```\\n\\n---\\n\\n## 5. Ledger-Logik: Von Transaktionen zu Positionen\\n\\n### 5.1 Grundsatz\\n\\n`transactions` und `crypto_transactions` sind die Wahrheit für neue Bewegungen ab Systemstart. `positions_snapshot`, `cash_balances` und `crypto_holdings` sind berechnete oder kontrollierte Zustände.\\n\\nInitial-Snapshots sind Startbestände, aber keine vollständige historische Transaktionswahrheit.\\n\\n### 5.2 Kauf\\n\\n- Menge erhöht Position.\\n- Cost Basis erhöht sich um `gross_amount_chf + fee_chf + tax_chf`.\\n- Cash reduziert sich um `net_amount_chf`.\\n- Durchschnittskosten werden neu berechnet.\\n- Audit-Log: action `buy`.\\n\\n### 5.3 Teilverkauf\\n\\n- Menge reduziert Position.\\n- Realisierter Gewinn/Verlust wird auf Basis der Cost-Basis-Methode berechnet.\\n- MVP-Methode: weighted average cost.\\n- Cash erhöht sich um Verkaufserlös minus Gebühren/Steuern.\\n- Bestand darf nicht negativ werden, ausser bestätigte Korrektur.\\n- Audit-Log: action `sell`.\\n\\n### 5.4 Komplettverkauf\\n\\n- Wie Teilverkauf, aber Menge wird auf 0 gesetzt.\\n- Restliche Rundungsdifferenzen werden bereinigt.\\n- Position bleibt historisch sichtbar.\\n\\n### 5.5 Dividende/Ausschüttung\\n\\n- Keine Mengenänderung.\\n- Cash erhöht sich um Nettobetrag.\\n- Brutto, Quellensteuer, Schweizer Verrechnungssteuer werden gespeichert, aber Aktien-/ETF-Steuermodul bleibt MVP-optional.\\n- Income fliesst in Total Return ein.\\n\\n### 5.6 Gebühren\\n\\n- Gebühren können an Transaktion hängen oder separat gebucht werden.\\n- Gebühren reduzieren Cash oder erhöhen Cost Basis bei Kauf.\\n- Bei Verkauf reduzieren sie Erlös.\\n\\n### 5.7 Cash-Einzahlung\\n\\n- Cash-Bestand Konto/Währung erhöht sich.\\n- Keine Performance.\\n- Audit-Log.\\n\\n### 5.8 Cash-Auszahlung\\n\\n- Cash-Bestand reduziert sich.\\n- Keine Performance.\\n- Negative Cash-Bestände erzeugen Warnung.\\n\\n### 5.9 FX-Wechsel\\n\\n- Reduziert Cash in Ausgangswährung.\\n- Erhöht Cash in Zielwährung.\\n- Speichert impliziten FX-Kurs, Gebühren und CHF-Gegenwert.\\n- FX-Wechsel erzeugt keinen Wertpapiergewinn, kann aber FX-Differenz dokumentieren.\\n\\n### 5.10 Initial Snapshot\\n\\n- Erzeugt Startposition oder Startcash.\\n- Wird als Snapshot markiert.\\n- Keine fiktive historische Rendite.\\n- Qualitätshinweis: Historie vor Systemstart unvollständig.\\n\\n### 5.11 Crypto-Kauf\\n\\n- `crypto_transactions`: `crypto_buy`.\\n- Zielwallet Pflicht.\\n- Coin-Menge erhöht Wallet-Bestand.\\n- Fiat-Wert und FX optional/erforderlich je Eingabe.\\n- Wenn über Cash-Konto gebucht: Cash reduziert.\\n- Audit-Log.\\n\\n### 5.12 Crypto-Verkauf\\n\\n- Quellwallet Pflicht.\\n- Coin-Menge reduziert Wallet-Bestand.\\n- Bestand darf nicht negativ werden.\\n- Fiat-Gegenwert/Cash wird erfasst.\\n- Realisierte P&L für Crypto kann vorbereitet werden, aber vollständige Steuerlogik nicht MVP 1.\\n\\n### 5.13 Crypto-Transfer\\n\\n- Quellwallet reduziert Menge.\\n- Zielwallet erhöht Menge.\\n- Fee reduziert Bestand oder Cash, je Fee-Währung.\\n- Kein Kauf/Verkauf.\\n- TxHash optional.\\n- Audit-Log.\\n\\n### 5.14 Manuelle Korrektur\\n\\n- Nur mit Notiz.\\n- Erzeugt Audit-Log mit alten/neuen Werten.\\n- Wenn sie Bestand verändert, entsteht Data-Quality-Hinweis.\\n- Korrekturen sind sichtbar, nicht stillschweigend versteckt.\\n\\n---\\n\\n## 6. CHF- und FX-Logik\\n\\n### 6.1 Pflichtfelder bei Fremdwährung\\n\\nJede Fremdwährungstransaktion speichert:\\n\\n- Originalwährung;\\n- Originalbetrag;\\n- historischen FX-Kurs zum Transaktionszeitpunkt;\\n- FX-Quelle;\\n- CHF-Gegenwert;\\n- späteren aktuellen CHF-Wert bei Bewertung;\\n- Trennung von Wertpapierperformance und FX-Effekt.\\n\\n### 6.2 Fehlender historischer FX-Kurs\\n\\nWenn historischer FX fehlt:\\n\\n- Transaktion darf als Entwurf oder `quality_status='incomplete'` gespeichert werden.\\n- `fx_status='missing'`.\\n- Alert Priorität Kritisch, wenn die Transaktion bestätigt werden soll.\\n- Position kann mit Warnung angezeigt werden, aber Total Return darf nicht als präzise ausgegeben werden.\\n\\n### 6.3 Manueller FX-Override\\n\\nErlaubt, aber:\\n\\n- `fx_source='manual_override'`.\\n- `fx_status='manual_override'`.\\n- Notiz/Quelle Pflicht.\\n- Audit-Log action `fx_override`.\\n- Report markiert Override.\\n\\n### 6.4 Veraltete oder widersprüchliche FX-Daten\\n\\n- `quality_status='stale'`, wenn Kurs zu alt für Bewertungszweck.\\n- `quality_status='conflict'`, wenn Provider stark abweichen.\\n- Alert: Wichtig oder Kritisch je betroffener Bewertung.\\n- Dashboard zeigt keine Scheingenauigkeit.\\n\\n### 6.5 Trennung Wertpapierperformance vs FX\\n\\nMVP-Methode:\\n\\n- Cost Basis CHF aus historischem FX zum Kaufzeitpunkt.\\n- Aktueller Marktwert CHF aus aktuellem Preis × aktuellem FX.\\n- Preis-PnL approximiert mit Einstands-FX.\\n- FX-PnL = Differenz aus aktueller CHF-Bewertung minus Preis-PnL-Komponente und Cost Basis.\\n- Methodik im Report sichtbar machen.\\n\\n---\\n\\n## 7. Streamlit UI-Flows je Dashboard-Seite\\n\\n### 7.1 Command Center\\n\\n**Zweck:** Tagesübersicht und Entscheidungsstartpunkt.\\n\\n**Kennzahlen:** Gesamtwert CHF, Cashquote, Crypto-Wert CHF, Alerts, Datenqualität, letzte Updates.\\n\\n**Tabellen:** Top Bewegungen, offene Alerts, veraltete Daten.\\n\\n**Filter:** Plattform, Assetklasse, Zeitraum.\\n\\n**Buttons:** Report erzeugen, Daten aktualisieren, Alerts prüfen.\\n\\n**Datenquellen:** positions_snapshot, crypto_holdings/prices, alerts, audit_log.\\n\\n**Typische Handlungen:** prüfen was wichtig ist, Report starten, Alert öffnen.\\n\\n### 7.2 Gesamtportfolio\\n\\nZeigt aggregierte Aktien/ETF/Cash/Crypto-Sicht in CHF. Filter nach Plattform, Assetklasse, Währung. Buttons für Export, Snapshot berechnen, Report.\\n\\n### 7.3 Plattformansichten\\n\\nTabs für Raiffeisen, PostFinance, True Wealth, Crypto. Zeigt Konten, Cash, Positionen, P&L, Datenqualität. Nutzer wechselt Kontext ohne separate App.\\n\\n### 7.4 Aktien/ETF-Portfolio\\n\\nTabelle Positionen mit Name, ISIN/Ticker, Menge, Einstand, Marktwert, P&L, FX-Effekt, Kategorie. Formulare für Kauf, Verkauf, Dividende, Korrektur. Buttons: Position bearbeiten, Journal öffnen.\\n\\n### 7.5 Crypto-Seite\\n\\nKennzahlen: Gesamtwert Crypto CHF, optional USD/EUR, Anzahl Coins, Anzahl Wallets, fehlende Preise.\\n\\nTabellen:\\n\\n- Coins nach Gesamtwert;\\n- Wallet-Aufteilung;\\n- letzte Crypto-Transaktionen;\\n- Datenqualitätswarnungen.\\n\\nButtons:\\n\\n- Crypto-PDF erstellen;\\n- Bestand manuell verifizieren;\\n- Kauf erfassen;\\n- Verkauf erfassen;\\n- Transfer erfassen;\\n- CoinGecko-Preise aktualisieren.\\n\\n### 7.6 Wallet-Übersicht\\n\\nWallets mit Typ, Provider, Chain, Aktivstatus, letzter Verifikation, Gesamtwert. Formulare für Wallet anlegen/bearbeiten/deaktivieren. Keine Wallet-Adresse Pflicht.\\n\\n### 7.7 Transactions/Ledger\\n\\nLedger-Tabelle mit Filter nach Konto, Plattform, Typ, Datum, Instrument, Quelle. Formulare für Transaktionserfassung. Aktionen: CSV Import, Dry Run, Korrektur, Audit anzeigen.\\n\\n### 7.8 Watchlist\\n\\nPipeline mit Zielpreis, gewünschter Grösse, Triggern, Quellen. Buttons: hinzufügen, bearbeiten, als gekauft übernehmen, archivieren.\\n\\n### 7.9 Reports\\n\\nReporttypen: Gesamtportfolio, Crypto-Bestand, Watchlist, einfache Monatsübersicht. Buttons: PDF/HTML/Markdown erzeugen. Tabelle bisheriger Reports.\\n\\n### 7.10 Alerts\\n\\nAlert Center nach Info/Wichtig/Kritisch. Aktionen: acknowledge, snooze, resolve, false positive. Evidence JSON lesbar anzeigen.\\n\\n### 7.11 History/Audit\\n\\nTimeline aller Änderungen. Filter: Quelle, Aktion, Entity, Zeitraum. Detailansicht alte/neue Werte. Keine stillen Änderungen.\\n\\n### 7.12 Settings/Data Quality\\n\\nEinstellungen für Provider, FX-Quelle, Basiswährung, Git-/Datenordnerhinweise, Datenqualitätsregeln. Tabellen fehlende ISINs, fehlende CoinGecko-IDs, fehlende FX-Kurse, veraltete Preise.\\n\\n---\\n\\n## 8. Crypto-PDF-Report-Template\\n\\n### 8.1 Titel\\n\\n`JARVIS Finance System – Crypto-Bestandsübersicht`\\n\\n### 8.2 Kopfbereich\\n\\n- Erstellungsdatum/-zeit;\\n- Basiswährung CHF;\\n- Datenstand Preise;\\n- Datenstand Wallet-Verifikation;\\n- optional USD/EUR Ansicht;\\n- Hinweis: Bestandsübersicht, keine vollständige Steuererklärung.\\n\\n### 8.3 Executive Summary\\n\\n- Gesamtwert Crypto in CHF;\\n- Anzahl Coins;\\n- Anzahl Wallets/Plattformen;\\n- grösste Coin-Positionen;\\n- Datenqualitätsstatus.\\n\\n### 8.4 Coin-Übersicht\\n\\nSpalten:\\n\\n- Coin;\\n- Symbol;\\n- Gesamtmenge;\\n- aktueller Kurs CHF;\\n- Gesamtwert CHF;\\n- Anteil Crypto-Portfolio;\\n- Preisquelle;\\n- letzte Preisaktualisierung;\\n- Warnung.\\n\\n### 8.5 Wallet-Übersicht\\n\\nSpalten:\\n\\n- Wallet/Plattform;\\n- Wallet-Typ;\\n- Provider;\\n- Coins Anzahl;\\n- Gesamtwert CHF;\\n- letzte Verifikation;\\n- Notiz.\\n\\n### 8.6 Detail pro Coin nach Wallet\\n\\nFür jeden Coin:\\n\\n- Wallet;\\n- Menge;\\n- Kurs;\\n- Wert CHF;\\n- letzte Verifikation;\\n- Notizen.\\n\\n### 8.7 Datenqualitätswarnungen\\n\\n- fehlende CoinGecko-ID;\\n- fehlender Preis;\\n- veralteter Preis;\\n- nicht verifizierte Wallet;\\n- negativer Bestand;\\n- Legacy-Snapshot-Wert vorhanden, aber nicht als aktuelle Bewertung verwendet.\\n\\n### 8.8 Disclaimer\\n\\n> Dieser Report ist eine technische Bestandsübersicht zur eigenen Dokumentation. Er ist keine vollständige Steuererklärung, keine Anlageberatung und kein Nachweis gegenüber Dritten ohne separate Prüfung.\\n\\n---\\n\\n## 9. Finale CSV-Templates MVP 1\\n\\nAllgemein:\\n\\n- Encoding: UTF-8.\\n- Separator: Komma oder Semikolon; Importer erkennt oder verlangt Einstellung.\\n- Dezimalformat intern: Punkt `.`.\\n- Datum: `YYYY-MM-DD`.\\n- Timestamp: ISO 8601.\\n- IDs optional, wenn System IDs generiert.\\n\\n### 9.1 `accounts.csv`\\n\\nSpalten:\\n\\n```text\\nplatform_name,platform_type,account_name,account_type,currency,performance_included,is_health_reserve,notes\\n```\\n\\nPflicht: platform_name, platform_type, account_name, account_type, currency.\\n\\nBeispiel:\\n\\n```text\\nPostFinance,broker,Demo Depot,brokerage,CHF,1,0,Synthetisches Beispiel\\n```\\n\\nValidierung: eindeutiges Paar Plattform + Account.\\n\\n### 9.2 `instruments.csv`\\n\\n```text\\nasset_class,name,ticker,isin,exchange,currency,country,sector,data_provider_primary,notes\\n```\\n\\nPflicht: asset_class, name, currency. Aktien/ETFs: ticker oder ISIN empfohlen.\\n\\nBeispiel:\\n\\n```text\\nequity,Demo Global AG,DGA,CH0000000001,SIX,CHF,CH,Technology,dummy,Nur Testdaten\\n```\\n\\n### 9.3 `transactions.csv`\\n\\n```text\\ntransaction_type,platform_name,account_name,trade_date,settlement_date,name,ticker,isin,quantity,price_original,gross_amount_original,fee_original,tax_original,net_amount_original,currency_original,fx_rate_to_chf,fx_source,external_transaction_id,notes\\n```\\n\\nPflicht: transaction_type, platform_name, account_name, trade_date, currency_original. Kauf/Verkauf zusätzlich Instrument und quantity.\\n\\nBeispiel:\\n\\n```text\\nbuy,PostFinance,Demo Depot,2026-01-15,2026-01-17,Demo Global AG,DGA,CH0000000001,10,100,1000,5,0,1005,CHF,1,not_needed,demo-txn-001,Synthetischer Kauf\\n```\\n\\n### 9.4 `crypto_wallets.csv`\\n\\n```text\\nwallet_name,wallet_type,platform_provider,network_chain,owner,is_active,last_verified_at,notes\\n```\\n\\nPflicht: wallet_name, wallet_type.\\n\\nBeispiel:\\n\\n```text\\nLedger Demo,Hardware Wallet,Ledger,Multiple,,1,2026-01-31T12:00:00Z,Synthetische Wallet\\n```\\n\\n### 9.5 `crypto_holdings_initial.csv`\\n\\n```text\\nsnapshot_date,wallet_name,coin_name,symbol,coingecko_id,quantity,legacy_snapshot_value_original,legacy_snapshot_value_chf,legacy_snapshot_currency,last_verified_at,notes\\n```\\n\\nPflicht: snapshot_date, wallet_name, coin_name, symbol, quantity.\\n\\nBeispiel:\\n\\n```text\\n2026-01-31,Ledger Demo,Demo Bitcoin,DBTC,demo-bitcoin,0.10,,,,2026-01-31T12:00:00Z,Synthetischer Bestand\\n```\\n\\n### 9.6 `crypto_transactions.csv`\\n\\n```text\\ntransaction_type,datetime,coin_name,symbol,coingecko_id,quantity,price_original,currency_original,fee_quantity,fee_original,fee_currency,from_wallet,to_wallet,fx_rate_to_chf,fx_source,tx_hash,notes\\n```\\n\\nPflicht je Typ:\\n\\n- buy: to_wallet, quantity, coin.\\n- sell: from_wallet, quantity, coin.\\n- transfer: from_wallet, to_wallet, quantity, coin.\\n\\nBeispiel:\\n\\n```text\\ncrypto_transfer,2026-02-01T10:00:00Z,Demo Bitcoin,DBTC,demo-bitcoin,0.01,,,0.0001,,DBTC,Kraken Demo,Ledger Demo,,,demo_hash_123,Synthetischer Transfer\\n```\\n\\n### 9.7 `watchlist.csv`\\n\\n```text\\nasset_class,name,ticker,isin,coingecko_id,reason,target_entry_price,target_entry_currency,desired_position_size_chf,desired_weight_pct,trigger_rules,risk_notes,investment_case,bear_case,sources,status,next_review_date\\n```\\n\\nPflicht: asset_class, name, reason.\\n\\nBeispiel:\\n\\n```text\\netf,Demo World ETF,DWLD,CH0000000002,,Core-Kandidat,100,CHF,5000,5,\\\"price<=100\\\",Währungsrisiko,Synthetischer Case,Synthetischer Bear Case,dummy-source,active,2026-03-01\\n```\\n\\n### 9.8 `cash_balances_initial.csv`\\n\\n```text\\nplatform_name,account_name,balance_date,currency,amount_original,fx_rate_to_chf,amount_chf,notes\\n```\\n\\nPflicht: platform_name, account_name, balance_date, currency, amount_original.\\n\\nBeispiel:\\n\\n```text\\nRaiffeisen,Demo Cash,2026-01-01,CHF,10000,1,10000,Synthetischer Initialbestand\\n```\\n\\n---\\n\\n## 10. Harte Validierungsregeln\\n\\n1. Kaufmenge darf nicht 0 oder negativ sein.\\n2. Verkauf darf Bestand nicht negativ machen, ausser bewusst bestätigte Korrektur mit Notiz.\\n3. Crypto-Transfer braucht Quell- und Zielwallet.\\n4. Quell- und Zielwallet dürfen bei Transfer nicht gleich sein.\\n5. Wallet-Name muss eindeutig sein.\\n6. CoinGecko-ID ist stark empfohlen; fehlende ID erzeugt Warnung.\\n7. Fremdwährungstransaktion braucht FX-Kurs oder `fx_status='missing'`.\\n8. Bestätigte Transaktion braucht Audit-Log-Eintrag.\\n9. Manuelle Korrektur braucht Notiz.\\n10. Initial-Snapshot muss als solcher markiert sein.\\n11. Legacy-Crypto-Werte dürfen nicht als aktuelle Bewertung verwendet werden.\\n12. Report mit unvollständigen Kernwerten muss Datenqualitätswarnung enthalten.\\n13. Import muss idempotent sein: externe ID oder Row Hash verhindert Duplikate.\\n14. API-Key darf nie in DB, Git oder Report auftauchen.\\n15. Echte Finanzdateien dürfen nicht in Repo-Ordnern liegen.\\n\\n---\\n\\n## 11. Implementierungsplan MVP 1\\n\\n### Phase 1: Projektstruktur, Datenbank, Dummy-Daten\\n\\n**Ziel:** Grundgerüst ohne echte Finanzdaten.\\n\\n**Ergebnis:** Repo-Struktur, SQLite Schema, synthetische Fixtures.\\n\\n**Abhängigkeiten:** v0.4 Blueprint.\\n\\n**Akzeptanzkriterien:** DB kann erstellt werden; Dummy-Daten laden; keine echten Daten im Repo.\\n\\n**Nicht enthalten:** Dashboard-Logik, APIs.\\n\\n### Phase 2: Ledger- und Positionsberechnung\\n\\n**Ziel:** Transaktionen zu Positionen und Cash berechnen.\\n\\n**Ergebnis:** Kauf/Verkauf/Cash/Dividende/Initial Snapshot funktionieren mit Dummy-Daten.\\n\\n**Abhängigkeiten:** Phase 1.\\n\\n**Akzeptanzkriterien:** Tests für Kauf, Teilverkauf, Komplettverkauf, Dividende, Cash.\\n\\n**Nicht enthalten:** komplexe Steuerlogik.\\n\\n### Phase 3: Crypto-Inventory und Wallets\\n\\n**Ziel:** Wallets, Holdings, Transfers.\\n\\n**Ergebnis:** Coin pro Wallet, Gesamt je Coin, Transferlogik.\\n\\n**Abhängigkeiten:** Phase 1, Audit-Basis.\\n\\n**Akzeptanzkriterien:** Test Bitcoin Demo auf 3 Wallets; Transfer reduziert/erhöht korrekt.\\n\\n**Nicht enthalten:** On-chain APIs.\\n\\n### Phase 4: Streamlit Dashboard Grundseiten\\n\\n**Ziel:** MVP UI.\\n\\n**Ergebnis:** Command Center, Portfolio, Crypto, Wallets, Ledger, Watchlist, Alerts, Audit.\\n\\n**Abhängigkeiten:** Phasen 1–3.\\n\\n**Akzeptanzkriterien:** Dummy-Daten sichtbar; Filter funktionieren; Formulare erzeugen Drafts/Einträge.\\n\\n**Nicht enthalten:** perfektes Design/PWA.\\n\\n### Phase 5: CSV Import/Export\\n\\n**Ziel:** Standard-Templates importieren/exportieren.\\n\\n**Ergebnis:** CSV Dry Run, Validierung, Import Sessions.\\n\\n**Abhängigkeiten:** Phasen 1–3.\\n\\n**Akzeptanzkriterien:** alle MVP Templates importierbar; fehlerhafte Zeile wird sauber gemeldet.\\n\\n**Nicht enthalten:** Broker-spezifische Parser.\\n\\n### Phase 6: Market Data und CoinGecko Preise\\n\\n**Ziel:** Crypto-Preise lokal aktualisieren.\\n\\n**Ergebnis:** CoinGecko Fetch, Cache, Staleness-Status.\\n\\n**Abhängigkeiten:** Phase 3.\\n\\n**Akzeptanzkriterien:** Dummy/Mock Provider Tests; fehlender Preis erzeugt Alert.\\n\\n**Nicht enthalten:** Finnhub/FMP Vollintegration.\\n\\n### Phase 7: FX-Kurse und CHF-Bewertung\\n\\n**Ziel:** Historische und aktuelle FX-Kurse.\\n\\n**Ergebnis:** FX Tabellen, Missing/Override Logik, CHF Bewertung.\\n\\n**Abhängigkeiten:** Phasen 2 und 6.\\n\\n**Akzeptanzkriterien:** USD-Kauf mit historischem FX; fehlender FX erzeugt Kritisch-Alert.\\n\\n**Nicht enthalten:** Multi-Provider-Konfliktauflösung vollautomatisch.\\n\\n### Phase 8: Reports, insbesondere Crypto-PDF\\n\\n**Ziel:** Report Export.\\n\\n**Ergebnis:** Crypto-PDF, Markdown/HTML optional, Report-Metadaten.\\n\\n**Abhängigkeiten:** Phasen 3, 6, 7.\\n\\n**Akzeptanzkriterien:** PDF mit Dummy-Daten, Preisquelle, Warnungen, Disclaimer.\\n\\n**Nicht enthalten:** vollständiger Steuerreport.\\n\\n### Phase 9: Audit-Log und Data Quality\\n\\n**Ziel:** Nachvollziehbarkeit und Warnsystem härten.\\n\\n**Ergebnis:** Audit-Pflicht, Alerts, Data Quality Seite.\\n\\n**Abhängigkeiten:** alle vorherigen Phasen.\\n\\n**Akzeptanzkriterien:** jede bestätigte Änderung hat Audit; Validierungsfehler sichtbar.\\n\\n**Nicht enthalten:** Telegram Produktivworkflow.\\n\\n### Phase 10: Tests und Sicherheitsprüfung\\n\\n**Ziel:** MVP absichern.\\n\\n**Ergebnis:** pytest Suite, Secret Scan, Gitignore-Prüfung, Dummy-only Repo.\\n\\n**Abhängigkeiten:** Phasen 1–9.\\n\\n**Akzeptanzkriterien:** Tests grün; keine echten Finanzdaten; API Keys nicht auffindbar.\\n\\n**Nicht enthalten:** Deployment ins Internet.\\n\\n---\\n\\n## 12. Testkonzept mit synthetischen Daten\\n\\n### 12.1 Grundregeln\\n\\n- Keine echten Finanzdaten im Repo.\\n- Dummy-Namen eindeutig als Demo markieren.\\n- Keine realistischen Portfolio-Grössen nötig.\\n- Keine echten Wallet-Adressen.\\n- Keine echten API Keys.\\n\\n### 12.2 Dummy-Daten\\n\\n- Dummy-Aktie: Demo Global AG.\\n- Dummy-ETF: Demo World ETF.\\n- Dummy-Crypto: Demo Bitcoin, Demo Ether, Demo Solana.\\n- Dummy-Wallets: Ledger Demo, Kraken Demo, MetaMask Demo.\\n- Dummy-FX: USD/CHF, EUR/CHF.\\n- Dummy-Transaktionen: Kauf, Verkauf, Dividende, Cash, FX, Crypto-Transfer.\\n\\n### 12.3 Testfälle\\n\\n1. Kauf Aktie CHF: Position + Cash korrekt.\\n2. Kauf Aktie USD: FX gespeichert, CHF Cost Basis korrekt.\\n3. Teilverkauf: Menge reduziert, realisierter P&L berechnet.\\n4. Komplettverkauf: Menge 0, Historie bleibt.\\n5. Dividende: Cash netto erhöht, Income gespeichert.\\n6. Fehlender FX: Alert kritisch, Total Return unpräzise markiert.\\n7. FX Override: Audit-Log action `fx_override`.\\n8. Crypto Initial Snapshot: Holding angelegt, Legacy-Wert ignoriert.\\n9. Crypto Transfer: Quellwallet minus, Zielwallet plus, Fee berücksichtigt.\\n10. Negativer Crypto-Bestand: blockiert oder bestätigte Korrektur mit Alert.\\n11. Fehlender CoinGecko-Preis: Warnung, kein Fantasiewert.\\n12. CSV Duplikat: Row Hash verhindert Doppelimport.\\n13. Audit-Pflicht: bestätigte Transaktion ohne Audit schlägt Test fehl.\\n14. Git-Safety-Test: verbotene Dateitypen im Repo werden erkannt.\\n\\n---\\n\\n## 13. Datenschutz, Git und Backup\\n\\n### 13.1 Ordnerstruktur\\n\\nEmpfohlen:\\n\\n```text\\njarvis-finance-system/\\n src/\\n tests/\\n docs/\\n examples/ # nur synthetische Daten\\n config.example/\\n .gitignore\\n\\nlocal_runtime/ # ausserhalb Repo oder gitignored\\n data/\\n reports/\\n exports/\\n backups/\\n secrets/\\n```\\n\\n### 13.2 `.gitignore`\\n\\nMuss mindestens enthalten:\\n\\n```text\\n.env\\n*.env\\n*token*\\n*credential*\\n*client_secret*\\n*.key\\n*.pem\\n\\ndata/\\nreports/\\nexports/\\nbackups/\\nlocal_runtime/\\n\\n*.db\\n*.sqlite\\n*.sqlite3\\n*.parquet\\n*.xlsx\\n*.xls\\n*.docx\\n*.pdf\\n*.csv\\n*.json\\n\\n!examples/**/*.csv\\n!examples/**/*.json\\n!config.example/**/*.json\\n```\\n\\nWichtig: Ausnahmen nur für synthetische Beispiele.\\n\\n### 13.3 API Keys\\n\\n- Nur in `.env` oder lokalem Secret Store.\\n- Nie in Code.\\n- Nie in DB.\\n- Nie in Reports.\\n- Nie in Git.\\n\\n### 13.4 Lokale Datenbanken\\n\\n- liegen unter `local_runtime/data/` oder ausserhalb Repo.\\n- Backups verschlüsseln, wenn möglich.\\n- Keine DB-Dateien committen.\\n\\n### 13.5 Reports\\n\\n- echte Reports lokal unter `local_runtime/reports/`.\\n- nicht in Git.\\n- optional Google Drive nur nach bewusster Entscheidung.\\n\\n### 13.6 Backup-Strategie\\n\\nMVP:\\n\\n- lokales verschlüsseltes Backup der SQLite DB.\\n- Export CSV/JSON/Parquet für Datenhoheit.\\n- periodische Kopie in privaten Backup-Ort.\\n\\nSpäter:\\n\\n- verschlüsselte Cloud-Backups.\\n- automatischer Restore-Test.\\n- Backup-Rotation.\\n\\n---\\n\\n## 14. Telegram-Workflow vorbereitet, nicht MVP-prioritär\\n\\n### 14.1 Unterstützte Parser-Inputs später\\n\\n- „Kauf 0.25 ETH auf Wallet Ledger zum Preis 3200 USD, Gebühren 5 USD.“\\n- „Verkauf 100 SOL von Kraken zu 145 USD, Gebühren 2 USD.“\\n- „Transfer 0.1 BTC von Kraken zu Ledger, Gebühr 0.0001 BTC.“\\n\\n### 14.2 Pflichtfelder erkennen\\n\\n- Intent: Kauf, Verkauf, Transfer.\\n- Coin/Symbol.\\n- Menge.\\n- Preis und Währung bei Kauf/Verkauf, sofern angegeben.\\n- Gebühren.\\n- Quellwallet/Zielwallet.\\n- Datum/Uhrzeit, default Nachrichtzeit.\\n\\n### 14.3 Bestätigung\\n\\n- Parser erzeugt Draft.\\n- System fragt fehlende Felder nach.\\n- System zeigt Zusammenfassung.\\n- User bestätigt explizit.\\n- Erst dann Speicherung.\\n\\n### 14.4 Audit\\n\\n- Originaltext als vertrauliche Evidence.\\n- `auto_parsed=1`.\\n- `parse_confidence` speichern.\\n- finaler Audit bei Bestätigung.\\n\\n### 14.5 Fehler/Nachfragen\\n\\n- fehlende Wallet: nachfragen.\\n- unbekannter Coin: CoinGecko-Mapping anbieten.\\n- fehlende Währung: nachfragen.\\n- negativer Bestand: blockieren oder Korrekturprozess.\\n\\nPriorität: nach Datenmodell, Dashboard, CSV, Crypto-PDF.\\n\\n---\\n\\n## 15. Akzeptanzdefinition v0.4\\n\\nv0.4 ist akzeptiert, wenn:\\n\\n- MVP 1 Tabellen vollständig definiert sind;\\n- Ledger-Logik eindeutig beschrieben ist;\\n- FX-Logik keine Scheingenauigkeit erzeugt;\\n- Crypto-Wallet-Struktur MVP-fähig ist;\\n- Streamlit-Seiten und UI-Flows klar sind;\\n- Crypto-PDF-Template konkret ist;\\n- CSV-Templates final genug für Implementierung sind;\\n- Validierungsregeln hart definiert sind;\\n- Implementierungsphasen priorisiert sind;\\n- Testkonzept ausschliesslich synthetische Daten nutzt;\\n- Git-/Datenschutzregeln echte Finanzdaten zuverlässig ausschliessen;\\n- Telegram vorbereitet, aber nicht vorgezogen wird.\\n\\n---\\n\\n## 16. Abschluss\\n\\nDiese v0.4 ist der technische Bauplan für MVP 1. Der nächste Schritt nach Freigabe wäre kein weiteres Philosophieren, sondern ein sauberer Implementierungsplan mit Tasks, Tests und Repo-Struktur – selbstverständlich ohne echte Finanzdaten. Denn ein Finanzsystem, das zuerst Geheimnisse verliert und danach Tests schreibt, ist keine Architektur, sondern ein Unfall mit Benutzeroberfläche.\\n\"}"
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"arguments": "{\"action\":\"write_file\",\"file_content\":\"# Finance System v0.4 Implementation Blueprint\\n\\nUpdated 2026-05-14.\\n\\nv0.4 is the MVP 1 implementation blueprint, not another feature collection. It defines the technical build basis for SQLite + Python + Streamlit, still without code and without real financial data in Git.\\n\\n## MVP 1 schema tables\\n\\nRequired SQLite tables:\\n- `platforms`, `accounts`, `instruments`\\n- `transactions`, `positions_snapshot`, `cash_balances`\\n- `fx_rates`, `market_prices`\\n- `crypto_wallets`, `crypto_assets`, `crypto_holdings`, `crypto_transactions`, `crypto_prices`\\n- `watchlist`, `reports`, `alerts`, `audit_log`, `import_sessions`, `decision_journal`\\n\\nConventions:\\n- IDs are TEXT UUIDs.\\n- Dates/timestamps are ISO strings.\\n- Monetary values and quantities are NUMERIC validated with Python Decimal logic.\\n- JSON fields are TEXT containing JSON.\\n- `positions_snapshot`, `cash_balances`, and `crypto_holdings` are derived/controlled state; ledgers remain source of truth for new movements.\\n\\n## Ledger rules\\n\\n- Initial snapshots are start balances only, not historical truth.\\n- New movements after system start are transaction-based.\\n- Buy increases quantity and cost basis; cash decreases.\\n- Sell decreases quantity, cash increases, realized P&L uses weighted-average cost in MVP.\\n- Dividends/distributions do not change quantity; net cash increases; gross/taxes stored for transparency.\\n- FX conversions move cash between currencies and store implied FX/fees.\\n- Crypto buy/sell/transfer use `crypto_transactions`; transfer is not buy/sell.\\n- Manual corrections require notes and audit entries.\\n\\n## CHF/FX\\n\\n- Base currency is CHF.\\n- Foreign currency transactions require original currency, original amount, historical FX to CHF, source, CHF equivalent, and FX status.\\n- Missing FX: `fx_status='missing'`, quality incomplete, critical alert if confirmed.\\n- Manual FX override allowed only with note/source and audit action `fx_override`.\\n- Stale/conflicting FX marked explicitly; no false precision in reports.\\n\\n## Initial crypto wallets\\n\\nSeed wallet/platform options:\\n- PostFinance Crypto\\n- Ledger\\n- MetaMask\\n- Kraken\\n- Binance\\n- Coinbase\\n- Sonstige Wallet\\n- Sonstige Exchange\\n\\nWallet addresses are optional and not required in MVP 1.\\n\\n## Streamlit pages\\n\\n- Command Center\\n- Gesamtportfolio\\n- Plattformansichten: Raiffeisen, PostFinance, True Wealth, Crypto\\n- Aktien/ETF-Portfolio\\n- Crypto-Seite\\n- Wallet-Übersicht\\n- Transactions/Ledger\\n- Watchlist\\n- Reports\\n- Alerts\\n- History/Audit\\n- Settings/Data Quality\\n\\n## Crypto PDF template\\n\\nCrypto PDF includes title, creation timestamp, CHF base currency, data timestamp, total crypto CHF, optional USD/EUR, coin overview, wallet overview, detail per coin by wallet, price source, last price update, last wallet verification, data quality warnings, notes, and disclaimer: holdings overview, not a full tax return.\\n\\n## Final MVP CSV templates\\n\\n- `accounts.csv`\\n- `instruments.csv`\\n- `transactions.csv`\\n- `crypto_wallets.csv`\\n- `crypto_holdings_initial.csv`\\n- `crypto_transactions.csv`\\n- `watchlist.csv`\\n- `cash_balances_initial.csv`\\n\\nUse UTF-8, ISO dates, dot decimals, synthetic examples only in repo.\\n\\n## Hard validation rules\\n\\n- Buy quantity > 0.\\n- Sell cannot create negative balance unless confirmed correction.\\n- Crypto transfer requires source and target wallets and they must differ.\\n- Wallet name unique.\\n- CoinGecko ID strongly recommended; missing ID creates warning.\\n- Foreign currency transaction needs FX rate or explicit missing status.\\n- Confirmed transaction requires audit log entry.\\n- Manual correction requires note.\\n- Initial snapshot must be marked as such.\\n- Legacy crypto values must never be current valuation.\\n- Imports must be idempotent via external ID or row hash.\\n\\n## Implementation phases\\n\\n1. Project structure, DB, dummy data.\\n2. Ledger and position calculation.\\n3. Crypto inventory and wallets.\\n4. Streamlit dashboard core pages.\\n5. CSV import/export.\\n6. Market data and CoinGecko prices.\\n7. FX rates and CHF valuation.\\n8. Reports, especially Crypto PDF.\\n9. Audit log and data quality.\\n10. Tests and security review.\\n\\n## Test concept\\n\\nOnly synthetic data in repo: dummy stocks, ETFs, crypto assets, wallets, FX rates and transactions. Test buy, sell, dividend, FX, crypto transfer, negative balance, missing price, missing FX, duplicate imports and audit requirement.\\n\\n## Privacy/Git\\n\\nRepo may contain code, docs, config examples and synthetic examples only. Never commit real financial data, DBs, reports, exports, backups, spreadsheets, PDFs, DOCX, real CSV/JSON, API keys, credentials, screenshots with values. Use `.gitignore`, secret scan and local/encrypted runtime storage.\\n\\n## Telegram\\n\\nPrepared but not MVP priority: parse later buy/sell/transfer messages into pending drafts, ask for missing fields, require explicit confirmation, then write ledger/crypto/audit entries. No silent final booking.\\n\",\"file_path\":\"references/spec-v0.4-implementation-blueprint.md\",\"name\":\"finance-system-architecture\"}"
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"content": "Erledigt, Sir.\n\nIch habe die **v0.4 Implementation Blueprint** erstellt und im Google-Drive-Ordner **„Finanzen“** gespeichert.\n\n## Dateien\n\n- **Google Doc:** [JARVIS Finance System – Spezifikation v0.4 Implementation Blueprint](https://docs.google.com/document/d/1rzo1MzTtjE5fhfn2Aj52t0U861lWYjRqWq6Kc2D75Ss/edit?usp=drivesdk)\n- **Markdown-Datei:** [JARVIS Finance System – Spezifikation v0.4 Implementation Blueprint.md](https://drive.google.com/file/d/1hByEKxBiJtbzNsMAKkykGWp2pJ5xy_3B/view?usp=drivesdk)\n\n## Enthalten in v0.4\n\nDie Spezifikation ist nun als konkrete technische Umsetzungsgrundlage für **MVP 1** aufgebaut.\n\nEnthalten sind:\n\n- **konkretes SQLite-Datenbankschema** für:\n - `platforms`\n - `accounts`\n - `instruments`\n - `transactions`\n - `positions_snapshot`\n - `cash_balances`\n - `fx_rates`\n - `market_prices`\n - `crypto_wallets`\n - `crypto_assets`\n - `crypto_holdings`\n - `crypto_transactions`\n - `crypto_prices`\n - `watchlist`\n - `reports`\n - `alerts`\n - `audit_log`\n - `import_sessions`\n - `decision_journal`\n\n- je Tabelle:\n - Zweck\n - Felder\n - Datentypen\n - Pflicht-/optionale Felder\n - Primary Keys\n - Foreign Keys\n - Indizes\n - Validierungsregeln\n - Dummy-Beispielzeile\n\n- **Ledger-Logik** für:\n - Kauf\n - Teilverkauf\n - Komplettverkauf\n - Dividende/Ausschüttung\n - Gebühren\n - Cash-Einzahlung\n - Cash-Auszahlung\n - FX-Wechsel\n - Initial Snapshot\n - Crypto-Kauf\n - Crypto-Verkauf\n - Crypto-Transfer\n - manuelle Korrektur\n\n- **CHF-/FX-Logik**:\n - Basiswährung CHF\n - historische FX-Kurse\n - FX-Quelle\n - CHF-Gegenwerte\n - fehlende FX-Kurse\n - manuelle FX-Overrides\n - Audit-Log für Overrides\n - veraltete/widersprüchliche FX-Daten\n - Trennung Wertpapierperformance vs. FX-Effekt\n\n- **Crypto-Wallet-Startstruktur**:\n - PostFinance Crypto\n - Ledger\n - MetaMask\n - Kraken\n - Binance\n - Coinbase\n - Sonstige Wallet\n - Sonstige Exchange\n - Wallet-Adressen bleiben optional und sind nicht MVP-Pflicht\n\n- **Streamlit UI-Flows** für:\n - Command Center\n - Gesamtportfolio\n - Plattformansichten\n - Aktien/ETF-Portfolio\n - Crypto-Seite\n - Wallet-Übersicht\n - Transactions/Ledger\n - Watchlist\n - Reports\n - Alerts\n - History/Audit\n - Settings/Data Quality\n\n- **Crypto-PDF-Report-Template**:\n - Titel\n - Erstellungsdatum/-zeit\n - Basiswährung CHF\n - Datenstand\n - Gesamtwert Crypto CHF\n - optional USD/EUR\n - Coin-Übersicht\n - Wallet-Übersicht\n - Details pro Coin nach Wallet\n - Preisquelle\n - letzte Preisaktualisierung\n - letzte Wallet-Verifikation\n - Datenqualitätswarnungen\n - Notizen\n - Disclaimer: Bestandsübersicht, keine vollständige Steuererklärung\n\n- **finale CSV-Templates für MVP 1**:\n - `accounts.csv`\n - `instruments.csv`\n - `transactions.csv`\n - `crypto_wallets.csv`\n - `crypto_holdings_initial.csv`\n - `crypto_transactions.csv`\n - `watchlist.csv`\n - `cash_balances_initial.csv`\n\n- **harte Validierungsregeln**, u.a.:\n - Kaufmenge > 0\n - Verkauf darf Bestand nicht negativ machen\n - Crypto-Transfer braucht Quell- und Zielwallet\n - Wallet-Name eindeutig\n - CoinGecko-ID stark empfohlen\n - Fremdwährung braucht FX oder `fx_status=missing`\n - bestätigte Transaktion braucht Audit-Log\n - manuelle Korrektur braucht Notiz\n - Initial Snapshot muss als solcher markiert sein\n - Legacy-Crypto-Werte nie als aktuelle Bewertung\n\n- **Implementierungsplan in 10 Phasen**:\n 1. Projektstruktur, Datenbank, Dummy-Daten\n 2. Ledger- und Positionenberechnung\n 3. Crypto-Inventory und Wallets\n 4. Streamlit Dashboard Grundseiten\n 5. CSV Import/Export\n 6. Market Data und CoinGecko Preise\n 7. FX-Kurse und CHF-Bewertung\n 8. Reports, insbesondere Crypto-PDF\n 9. Audit-Log und Data Quality\n 10. Tests und Sicherheitsprüfung\n\n- **Testkonzept mit synthetischen Daten**\n- **Datenschutz-, Git- und Backup-Regeln**\n- **Telegram-Workflow fachlich/technisch vorbereitet**, aber ausdrücklich nicht vor Datenmodell, Dashboard und Crypto-PDF priorisiert\n\n## Zusätzlich aktualisiert\n\nIch habe die interne Finance-System-Referenz aktualisiert, damit zukünftige Arbeit automatisch auf **v0.4 als aktuelle technische Grundlage** zurückgreift.\n\n## Nächster sinnvoller Schritt\n\nWenn du v0.4 freigibst, wäre der nächste Schritt:\n\n**v0.5 Implementation Plan / Repo Blueprint**\n\nDort würde ich dann noch nicht echte Finanzdaten einbauen, sondern konkret festlegen:\n\n- Repo-Struktur\n- Python-Packages\n- Modulnamen\n- Datei-/Ordnerlayout\n- Migration-Strategie\n- Teststruktur\n- erste synthetische Fixtures\n- `.gitignore`\n- Secret-Scan-Konzept\n- konkrete Task-Reihenfolge für die spätere Umsetzung\n\nKurz gesagt: v0.4 sagt, *was* gebaut wird. v0.5 würde sagen, *wo genau welche Datei entsteht und in welcher Reihenfolge*. Danach kann man tatsächlich bauen, ohne dass die Architektur beim ersten CSV-Import röchelnd zusammenbricht.",
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"text": "Erledigt, Sir.\n\nIch habe die **v0.4 Implementation Blueprint** erstellt und im Google-Drive-Ordner **„Finanzen“** gespeichert.\n\n## Dateien\n\n- **Google Doc:** [JARVIS Finance System – Spezifikation v0.4 Implementation Blueprint](https://docs.google.com/document/d/1rzo1MzTtjE5fhfn2Aj52t0U861lWYjRqWq6Kc2D75Ss/edit?usp=drivesdk)\n- **Markdown-Datei:** [JARVIS Finance System – Spezifikation v0.4 Implementation Blueprint.md](https://drive.google.com/file/d/1hByEKxBiJtbzNsMAKkykGWp2pJ5xy_3B/view?usp=drivesdk)\n\n## Enthalten in v0.4\n\nDie Spezifikation ist nun als konkrete technische Umsetzungsgrundlage für **MVP 1** aufgebaut.\n\nEnthalten sind:\n\n- **konkretes SQLite-Datenbankschema** für:\n - `platforms`\n - `accounts`\n - `instruments`\n - `transactions`\n - `positions_snapshot`\n - `cash_balances`\n - `fx_rates`\n - `market_prices`\n - `crypto_wallets`\n - `crypto_assets`\n - `crypto_holdings`\n - `crypto_transactions`\n - `crypto_prices`\n - `watchlist`\n - `reports`\n - `alerts`\n - `audit_log`\n - `import_sessions`\n - `decision_journal`\n\n- je Tabelle:\n - Zweck\n - Felder\n - Datentypen\n - Pflicht-/optionale Felder\n - Primary Keys\n - Foreign Keys\n - Indizes\n - Validierungsregeln\n - Dummy-Beispielzeile\n\n- **Ledger-Logik** für:\n - Kauf\n - Teilverkauf\n - Komplettverkauf\n - Dividende/Ausschüttung\n - Gebühren\n - Cash-Einzahlung\n - Cash-Auszahlung\n - FX-Wechsel\n - Initial Snapshot\n - Crypto-Kauf\n - Crypto-Verkauf\n - Crypto-Transfer\n - manuelle Korrektur\n\n- **CHF-/FX-Logik**:\n - Basiswährung CHF\n - historische FX-Kurse\n - FX-Quelle\n - CHF-Gegenwerte\n - fehlende FX-Kurse\n - manuelle FX-Overrides\n - Audit-Log für Overrides\n - veraltete/widersprüchliche FX-Daten\n - Trennung Wertpapierperformance vs. FX-Effekt\n\n- **Crypto-Wallet-Startstruktur**:\n - PostFinance Crypto\n - Ledger\n - MetaMask\n - Kraken\n - Binance\n - Coinbase\n - Sonstige Wallet\n - Sonstige Exchange\n - Wallet-Adressen bleiben optional und sind nicht MVP-Pflicht\n\n- **Streamlit UI-Flows** für:\n - Command Center\n - Gesamtportfolio\n - Plattformansichten\n - Aktien/ETF-Portfolio\n - Crypto-Seite\n - Wallet-Übersicht\n - Transactions/Ledger\n - Watchlist\n - Reports\n - Alerts\n - History/Audit\n - Settings/Data Quality\n\n- **Crypto-PDF-Report-Template**:\n - Titel\n - Erstellungsdatum/-zeit\n - Basiswährung CHF\n - Datenstand\n - Gesamtwert Crypto CHF\n - optional USD/EUR\n - Coin-Übersicht\n - Wallet-Übersicht\n - Details pro Coin nach Wallet\n - Preisquelle\n - letzte Preisaktualisierung\n - letzte Wallet-Verifikation\n - Datenqualitätswarnungen\n - Notizen\n - Disclaimer: Bestandsübersicht, keine vollständige Steuererklärung\n\n- **finale CSV-Templates für MVP 1**:\n - `accounts.csv`\n - `instruments.csv`\n - `transactions.csv`\n - `crypto_wallets.csv`\n - `crypto_holdings_initial.csv`\n - `crypto_transactions.csv`\n - `watchlist.csv`\n - `cash_balances_initial.csv`\n\n- **harte Validierungsregeln**, u.a.:\n - Kaufmenge > 0\n - Verkauf darf Bestand nicht negativ machen\n - Crypto-Transfer braucht Quell- und Zielwallet\n - Wallet-Name eindeutig\n - CoinGecko-ID stark empfohlen\n - Fremdwährung braucht FX oder `fx_status=missing`\n - bestätigte Transaktion braucht Audit-Log\n - manuelle Korrektur braucht Notiz\n - Initial Snapshot muss als solcher markiert sein\n - Legacy-Crypto-Werte nie als aktuelle Bewertung\n\n- **Implementierungsplan in 10 Phasen**:\n 1. Projektstruktur, Datenbank, Dummy-Daten\n 2. Ledger- und Positionenberechnung\n 3. Crypto-Inventory und Wallets\n 4. Streamlit Dashboard Grundseiten\n 5. CSV Import/Export\n 6. Market Data und CoinGecko Preise\n 7. FX-Kurse und CHF-Bewertung\n 8. Reports, insbesondere Crypto-PDF\n 9. Audit-Log und Data Quality\n 10. Tests und Sicherheitsprüfung\n\n- **Testkonzept mit synthetischen Daten**\n- **Datenschutz-, Git- und Backup-Regeln**\n- **Telegram-Workflow fachlich/technisch vorbereitet**, aber ausdrücklich nicht vor Datenmodell, Dashboard und Crypto-PDF priorisiert\n\n## Zusätzlich aktualisiert\n\nIch habe die interne Finance-System-Referenz aktualisiert, damit zukünftige Arbeit automatisch auf **v0.4 als aktuelle technische Grundlage** zurückgreift.\n\n## Nächster sinnvoller Schritt\n\nWenn du v0.4 freigibst, wäre der nächste Schritt:\n\n**v0.5 Implementation Plan / Repo Blueprint**\n\nDort würde ich dann noch nicht echte Finanzdaten einbauen, sondern konkret festlegen:\n\n- Repo-Struktur\n- Python-Packages\n- Modulnamen\n- Datei-/Ordnerlayout\n- Migration-Strategie\n- Teststruktur\n- erste synthetische Fixtures\n- `.gitignore`\n- Secret-Scan-Konzept\n- konkrete Task-Reihenfolge für die spätere Umsetzung\n\nKurz gesagt: v0.4 sagt, *was* gebaut wird. v0.5 würde sagen, *wo genau welche Datei entsteht und in welcher Reihenfolge*. Danach kann man tatsächlich bauen, ohne dass die Architektur beim ersten CSV-Import röchelnd zusammenbricht."
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"content": "[M G] Sehr gut. Die v0.4 Implementation Blueprint ist grundsätzlich akzeptiert.\n\nBevor wir in die Umsetzung gehen, bitte ich dich um eine kleine v0.4.1-Korrekturrunde und danach um einen v0.5 Repo Blueprint / Implementation Plan.\n\nBitte berücksichtige folgende Optimierungen:\n\n1. Allgemeines Ledger und Crypto-Detailtabellen sauber koppeln\n Die Trennung zwischen transactions und crypto_transactions ist akzeptiert. Bitte stelle aber sicher, dass jede Crypto-Transaktion mit Fiat-/CHF-Auswirkung auch sauber im allgemeinen Ledger abbildbar ist.\n\nBeispiele:\n\n* Crypto-Kauf mit Fiat-Betrag: allgemeines Ledger + crypto_transactions\n* Crypto-Verkauf mit Fiat-Betrag: allgemeines Ledger + crypto_transactions\n* Crypto-Transfer zwischen Wallets: crypto_transactions reicht, sofern keine Fiat-Bewegung entsteht\n* Crypto-Fee: je nach Fee-Art als Coin-Reduktion oder Fiat-Gebühr erfassen\n\nZiel: Gesamtvermögen, Cash, FX, Gebühren und Performance dürfen nicht auseinanderlaufen.\n\n2. Snapshots und Holdings sind nicht die Wahrheit\n Bitte verschärfe die Regel:\n Die Wahrheit sind Transaktionen und bestätigte Initial-Snapshots. positions_snapshot, cash_balances und crypto_holdings sind berechnete Zustände, Caches oder Kontrollansichten.\n\nBestandsänderungen sollen grundsätzlich nicht direkt durch Überschreiben von Holdings erfolgen, sondern über:\n\n* Transaktion\n* Initial Snapshot\n* manual_adjustment mit Audit-Log\n\n3. Cash-Logik präzisieren\n cash_balances soll für Initialstände und Kontroll-Snapshots genutzt werden. Nach Systemstart soll Cash primär aus Ledger-Transaktionen berechnet werden.\n\nBitte ergänze:\n\n* initial_cash_snapshot = Startwahrheit\n* danach: Cash aus Transaktionen berechnen\n* manuelle Cash-Korrektur nur mit Notiz und Audit-Log\n\n4. Kostenbasis-Methode bestätigen\n Für MVP 1 verwenden wir Weighted Average Cost als interne Performance-Methode.\n\nBitte klar abgrenzen:\n\n* Weighted Average Cost für MVP-Performance\n* keine vollständige steuerliche Tax-Lot-Logik in MVP 1\n* FIFO/LIFO/Tax-Lots optional für spätere Version\n\n5. Runtime-Daten ausserhalb des Git-Repos\n Bitte verschärfe die Sicherheitsregel:\n\nDer produktive Runtime-Ordner soll standardmässig ausserhalb des Git-Repositories liegen. Git enthält nur:\n\n* Code\n* Dokumentation\n* synthetische Testdaten\n* Beispielkonfigurationen\n\nNicht ins Repo:\n\n* echte SQLite-Datenbank\n* echte CSVs\n* echte Reports\n* echte Exporte\n* echte Portfolioauszüge\n* API Keys\n* Secrets\n\n6. Streamlit-Entscheidung bestätigen\n Für MVP 1 akzeptiere ich Streamlit + SQLite + Python als primäre Technologie.\n\nBitte halte aber als spätere Zieloption fest:\n\n* FastAPI + React als mögliche spätere Architektur, falls Mobile UX, Multi-User, Authentifizierung oder professioneller Betrieb wichtiger werden.\n\n7. Jetzt v0.5 erstellen\n Bitte erstelle als nächsten Schritt:\n\n“JARVIS Finance System – v0.5 Repo Blueprint / Implementation Plan”\n\nZiel: nicht weitere Fachfunktionen sammeln, sondern die konkrete Umsetzung vorbereiten.\n\nv0.5 soll enthalten:\n\n1. Repo-Struktur\n Bitte definiere das konkrete Ordnerlayout, z.B.:\n\n* src/\n* src/storage/\n* src/ledger/\n* src/crypto/\n* src/imports/\n* src/market_data/\n* src/fx/\n* src/dashboard/\n* src/reports/\n* src/audit/\n* src/quality/\n* tests/\n* tests/fixtures/\n* examples/\n* docs/\n* config.example/\n\n2. Modulverantwortung\n Bitte pro Modul beschreiben:\n\n* Zweck\n* wichtigste Dateien\n* zentrale Funktionen/Klassen\n* Abhängigkeiten\n* was nicht in dieses Modul gehört\n\n3. Datei-/Task-Reihenfolge für MVP 1\n Bitte erstelle eine konkrete Implementierungsreihenfolge in kleinen Schritten.\n\nBeispiel:\n\n* Projektgerüst\n* Settings/Config\n* SQLite-Verbindung\n* Schema/Migration\n* Dummy Fixtures\n* Plattformen/Accounts\n* Instruments\n* Transactions\n* Audit Log\n* Ledger-Berechnung\n* Crypto Wallets\n* Crypto Holdings\n* CSV Dry Run\n* Streamlit Grundseiten\n* Crypto PDF\n* Tests\n\n4. Test-first Plan\n Bitte definiere, welche Tests vor oder parallel zur Implementierung erstellt werden.\n\nMindestens:\n\n* DB Schema erzeugbar\n* Dummy-Daten ladbar\n* Kauf Aktie CHF\n* Kauf Aktie USD mit FX\n* Teilverkauf\n*\nDividende\n* Initial Snapshot\n* Crypto Holding\n* Crypto Transfer\n* fehlender FX-Kurs\n* fehlender CoinGecko-Preis\n* CSV-Duplikat\n* Audit-Pflicht\n* Git-Safety-Test\n\n5. Migration-Strategie\n Bitte definieren:\n\n* wie SQLite-Schema-Versionen verwaltet werden\n* ob Alembic oder eigene leichte Migration verwendet wird\n* wie spätere PostgreSQL-Migration vorbereitet wird\n\n6. Konfiguration und Secrets\n Bitte definieren:\n\n* .env.example\n* config.example\n* lokale .env nicht committen\n* API Keys nur lokal\n* Runtime-Pfade konfigurierbar\n\n7. Dummy-Daten und echte Daten strikt trennen\n Bitte klar definieren:\n\n* wo synthetische Daten liegen dürfen\n* wo echte Daten liegen müssen\n* wie verhindert wird, dass echte Daten ins Repo geraten\n\n8. Akzeptanzkriterien für Start der Implementierung\n Bitte definiere, wann wir nach v0.5 mit MVP-Code beginnen dürfen.\n\nWichtig:\nNach v0.5 soll die eigentliche Implementierung in kleinen, überprüfbaren Schritten erfolgen. Keine echten Finanzdaten importieren, bevor Schema, Dummy-Tests, Git-Safety und Import-Dry-Run funktionieren."
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, and `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF\\n- FX source and timestamp\\n- CHF equivalent at event date\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## Common pitfalls\\n\\n- Building a fancy dashboard before ledger correctness is verified.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/spec-v0.3-decisions.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/spec-v0.2-decisions.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"]}}}",
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"content": "{\"success\": true, \"name\": \"writing-plans\", \"description\": \"Write implementation plans: bite-sized tasks, paths, code.\", \"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"], \"content\": \"---\\nname: writing-plans\\ndescription: \\\"Write implementation plans: bite-sized tasks, paths, code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [planning, design, implementation, workflow, documentation]\\n related_skills: [subagent-driven-development, test-driven-development, requesting-code-review]\\n---\\n\\n# Writing Implementation Plans\\n\\n## Overview\\n\\nWrite comprehensive implementation plans assuming the implementer has zero context for the codebase and questionable taste. Document everything they need: which files to touch, complete code, testing commands, docs to check, how to verify. Give them bite-sized tasks. DRY. YAGNI. TDD. Frequent commits.\\n\\nAssume the implementer is a skilled developer but knows almost nothing about the toolset or problem domain. Assume they don't know good test design very well.\\n\\n**Core principle:** A good plan makes implementation obvious. If someone has to guess, the plan is incomplete.\\n\\n## When to Use\\n\\n**Always use before:**\\n- Implementing multi-step features\\n- Breaking down complex requirements\\n- Delegating to subagents via subagent-driven-development\\n\\n**Don't skip when:**\\n- Feature seems simple (assumptions cause bugs)\\n- You plan to implement it yourself (future you needs guidance)\\n- Working alone (documentation matters)\\n\\n## Bite-Sized Task Granularity\\n\\n**Each task = 2-5 minutes of focused work.**\\n\\nEvery step is one action:\\n- \\\"Write the failing test\\\" — step\\n- \\\"Run it to make sure it fails\\\" — step\\n- \\\"Implement the minimal code to make the test pass\\\" — step\\n- \\\"Run the tests and make sure they pass\\\" — step\\n- \\\"Commit\\\" — step\\n\\n**Too big:**\\n```markdown\\n### Task 1: Build authentication system\\n[50 lines of code across 5 files]\\n```\\n\\n**Right size:**\\n```markdown\\n### Task 1: Create User model with email field\\n[10 lines, 1 file]\\n\\n### Task 2: Add password hash field to User\\n[8 lines, 1 file]\\n\\n### Task 3: Create password hashing utility\\n[15 lines, 1 file]\\n```\\n\\n## Plan Document Structure\\n\\n### Header (Required)\\n\\nEvery plan MUST start with:\\n\\n```markdown\\n# [Feature Name] Implementation Plan\\n\\n> **For Hermes:** Use subagent-driven-development skill to implement this plan task-by-task.\\n\\n**Goal:** [One sentence describing what this builds]\\n\\n**Architecture:** [2-3 sentences about approach]\\n\\n**Tech Stack:** [Key technologies/libraries]\\n\\n---\\n```\\n\\n### Task Structure\\n\\nEach task follows this format:\\n\\n````markdown\\n### Task N: [Descriptive Name]\\n\\n**Objective:** What this task accomplishes (one sentence)\\n\\n**Files:**\\n- Create: `exact/path/to/new_file.py`\\n- Modify: `exact/path/to/existing.py:45-67` (line numbers if known)\\n- Test: `tests/path/to/test_file.py`\\n\\n**Step 1: Write failing test**\\n\\n```python\\ndef test_specific_behavior():\\n result = function(input)\\n assert result == expected\\n```\\n\\n**Step 2: Run test to verify failure**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: FAIL — \\\"function not defined\\\"\\n\\n**Step 3: Write minimal implementation**\\n\\n```python\\ndef function(input):\\n return expected\\n```\\n\\n**Step 4: Run test to verify pass**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: PASS\\n\\n**Step 5: Commit**\\n\\n```bash\\ngit add tests/path/test.py src/path/file.py\\ngit commit -m \\\"feat: add specific feature\\\"\\n```\\n````\\n\\n## Writing Process\\n\\n### Step 1: Understand Requirements\\n\\nRead and understand:\\n- Feature requirements\\n- Design documents or user description\\n- Acceptance criteria\\n- Constraints\\n\\n### Step 2: Explore the Codebase\\n\\nUse Hermes tools to understand the project:\\n\\n```python\\n# Understand project structure\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"src/\\\")\\n\\n# Look at similar features\\nsearch_files(\\\"similar_pattern\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n\\n# Check existing tests\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"tests/\\\")\\n\\n# Read key files\\nread_file(\\\"src/app.py\\\")\\n```\\n\\n### Step 3: Design Approach\\n\\nDecide:\\n- Architecture pattern\\n- File organization\\n- Dependencies needed\\n- Testing strategy\\n\\n### Step 4: Write Tasks\\n\\nCreate tasks in order:\\n1. Setup/infrastructure\\n2. Core functionality (TDD for each)\\n3. Edge cases\\n4. Integration\\n5. Cleanup/documentation\\n\\n### Step 5: Add Complete Details\\n\\nFor each task, include:\\n- **Exact file paths** (not \\\"the config file\\\" but `src/config/settings.py`)\\n- **Complete code examples** (not \\\"add validation\\\" but the actual code)\\n- **Exact commands** with expected output\\n- **Verification steps** that prove the task works\\n\\n### Step 6: Review the Plan\\n\\nCheck:\\n- [ ] Tasks are sequential and logical\\n- [ ] Each task is bite-sized (2-5 min)\\n- [ ] File paths are exact\\n- [ ] Code examples are complete (copy-pasteable)\\n- [ ] Commands are exact with expected output\\n- [ ] No missing context\\n- [ ] DRY, YAGNI, TDD principles applied\\n\\n### Step 7: Save the Plan\\n\\n```bash\\nmkdir -p docs/plans\\n# Save plan to docs/plans/YYYY-MM-DD-feature-name.md\\ngit add docs/plans/\\ngit commit -m \\\"docs: add implementation plan for [feature]\\\"\\n```\\n\\n## Principles\\n\\n### DRY (Don't Repeat Yourself)\\n\\n**Bad:** Copy-paste validation in 3 places\\n**Good:** Extract validation function, use everywhere\\n\\n### YAGNI (You Aren't Gonna Need It)\\n\\n**Bad:** Add \\\"flexibility\\\" for future requirements\\n**Good:** Implement only what's needed now\\n\\n```python\\n# Bad — YAGNI violation\\nclass User:\\n def __init__(self, name, email):\\n self.name = name\\n self.email = email\\n self.preferences = {} # Not needed yet!\\n self.metadata = {} # Not needed yet!\\n\\n# Good — YAGNI\\nclass User:\\n def __init__(self, name, email):\\n self.name = name\\n self.email = email\\n```\\n\\n### TDD (Test-Driven Development)\\n\\nEvery task that produces code should include the full TDD cycle:\\n1. Write failing test\\n2. Run to verify failure\\n3. Write minimal code\\n4. Run to verify pass\\n\\nSee `test-driven-development` skill for details.\\n\\n### Frequent Commits\\n\\nCommit after every task:\\n```bash\\ngit add [files]\\ngit commit -m \\\"type: description\\\"\\n```\\n\\n## Common Mistakes\\n\\n### Vague Tasks\\n\\n**Bad:** \\\"Add authentication\\\"\\n**Good:** \\\"Create User model with email and password_hash fields\\\"\\n\\n### Incomplete Code\\n\\n**Bad:** \\\"Step 1: Add validation function\\\"\\n**Good:** \\\"Step 1: Add validation function\\\" followed by the complete function code\\n\\n### Missing Verification\\n\\n**Bad:** \\\"Step 3: Test it works\\\"\\n**Good:** \\\"Step 3: Run `pytest tests/test_auth.py -v`, expected: 3 passed\\\"\\n\\n### Missing File Paths\\n\\n**Bad:** \\\"Create the model file\\\"\\n**Good:** \\\"Create: `src/models/user.py`\\\"\\n\\n## Execution Handoff\\n\\nAfter saving the plan, offer the execution approach:\\n\\n**\\\"Plan complete and saved. Ready to execute using subagent-driven-development — I'll dispatch a fresh subagent per task with two-stage review (spec compliance then code quality). Shall I proceed?\\\"**\\n\\nWhen executing, use the `subagent-driven-development` skill:\\n- Fresh `delegate_task` per task with full context\\n- Spec compliance review after each task\\n- Code quality review after spec passes\\n- Proceed only when both reviews approve\\n\\n## Remember\\n\\n```\\nBite-sized tasks (2-5 min each)\\nExact file paths\\nComplete code (copy-pasteable)\\nExact commands with expected output\\nVerification steps\\nDRY, YAGNI, TDD\\nFrequent commits\\n```\\n\\n**A good plan makes implementation obvious.**\\n\", \"path\": \"software-development/writing-plans/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/writing-plans\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"]}}}",
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"content": "{\"success\": true, \"name\": \"github-repo-management\", \"description\": \"Clone/create/fork repos; manage remotes, releases.\", \"tags\": [\"GitHub\", \"Repositories\", \"Git\", \"Releases\", \"Secrets\", \"Configuration\"], \"related_skills\": [\"github-auth\", \"github-pr-workflow\", \"github-issues\"], \"content\": \"---\\nname: github-repo-management\\ndescription: \\\"Clone/create/fork repos; manage remotes, releases.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [GitHub, Repositories, Git, Releases, Secrets, Configuration]\\n related_skills: [github-auth, github-pr-workflow, github-issues]\\n---\\n\\n# GitHub Repository Management\\n\\nCreate, clone, fork, configure, and manage GitHub repositories. Each section shows `gh` first, then the `git` + `curl` fallback.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n\\n### Setup\\n\\n```bash\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\n\\n# Get your GitHub username (needed for several operations)\\nif [ \\\"$AUTH\\\" = \\\"gh\\\" ]; then\\n GH_USER=$(gh api user --jq '.login')\\nelse\\n GH_USER=$(curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" https://api.github.com/user | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['login'])\\\")\\nfi\\n```\\n\\nIf you're inside a repo already:\\n\\n```bash\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\n```\\n\\n---\\n\\n## 1. Cloning Repositories\\n\\nCloning is pure `git` — works identically either way:\\n\\n```bash\\n# Clone via HTTPS (works with credential helper or token-embedded URL)\\ngit clone https://github.com/owner/repo-name.git\\n\\n# Clone into a specific directory\\ngit clone https://github.com/owner/repo-name.git ./my-local-dir\\n\\n# Shallow clone (faster for large repos)\\ngit clone --depth 1 https://github.com/owner/repo-name.git\\n\\n# Clone a specific branch\\ngit clone --branch develop https://github.com/owner/repo-name.git\\n\\n# Clone via SSH (if SSH is configured)\\ngit clone git@github.com:owner/repo-name.git\\n```\\n\\n**With gh (shorthand):**\\n\\n```bash\\ngh repo clone owner/repo-name\\ngh repo clone owner/repo-name -- --depth 1\\n```\\n\\n## 2. Creating Repositories\\n\\n**With gh:**\\n\\n```bash\\n# Create a public repo and clone it\\ngh repo create my-new-project --public --clone\\n\\n# Private, with description and license\\ngh repo create my-new-project --private --description \\\"A useful tool\\\" --license MIT --clone\\n\\n# Under an organization\\ngh repo create my-org/my-new-project --public --clone\\n\\n# From existing local directory\\ncd /path/to/existing/project\\ngh repo create my-project --source . --public --push\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Create the remote repo via API\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/user/repos \\\\\\n -d '{\\n \\\"name\\\": \\\"my-new-project\\\",\\n \\\"description\\\": \\\"A useful tool\\\",\\n \\\"private\\\": false,\\n \\\"auto_init\\\": true,\\n \\\"license_template\\\": \\\"mit\\\"\\n }'\\n\\n# Clone it\\ngit clone https://github.com/$GH_USER/my-new-project.git\\ncd my-new-project\\n\\n# -- OR -- push an existing local directory to the new repo\\ncd /path/to/existing/project\\ngit init\\ngit add .\\ngit commit -m \\\"Initial commit\\\"\\ngit remote add origin https://github.com/$GH_USER/my-new-project.git\\ngit push -u origin main\\n```\\n\\nTo create under an organization:\\n\\n```bash\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/orgs/my-org/repos \\\\\\n -d '{\\\"name\\\": \\\"my-new-project\\\", \\\"private\\\": false}'\\n```\\n\\n### From a Template\\n\\n**With gh:**\\n\\n```bash\\ngh repo create my-new-app --template owner/template-repo --public --clone\\n```\\n\\n**With curl:**\\n\\n```bash\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/owner/template-repo/generate \\\\\\n -d '{\\\"owner\\\": \\\"'\\\"$GH_USER\\\"'\\\", \\\"name\\\": \\\"my-new-app\\\", \\\"private\\\": false}'\\n```\\n\\n## 3. Forking Repositories\\n\\n**With gh:**\\n\\n```bash\\ngh repo fork owner/repo-name --clone\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Create the fork via API\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/owner/repo-name/forks\\n\\n# Wait a moment for GitHub to create it, then clone\\nsleep 3\\ngit clone https://github.com/$GH_USER/repo-name.git\\ncd repo-name\\n\\n# Add the original repo as \\\"upstream\\\" remote\\ngit remote add upstream https://github.com/owner/repo-name.git\\n```\\n\\n### Keeping a Fork in Sync\\n\\n```bash\\n# Pure git — works everywhere\\ngit fetch upstream\\ngit checkout main\\ngit merge upstream/main\\ngit push origin main\\n```\\n\\n**With gh (shortcut):**\\n\\n```bash\\ngh repo sync $GH_USER/repo-name\\n```\\n\\n## 4. Repository Information\\n\\n**With gh:**\\n\\n```bash\\ngh repo view owner/repo-name\\ngh repo list --limit 20\\ngh search repos \\\"machine learning\\\" --language python --sort stars\\n```\\n\\n**With curl:**\\n\\n```bash\\n# View repo details\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO \\\\\\n | python3 -c \\\"\\nimport sys, json\\nr = json.load(sys.stdin)\\nprint(f\\\\\\\"Name: {r['full_name']}\\\\\\\")\\nprint(f\\\\\\\"Description: {r['description']}\\\\\\\")\\nprint(f\\\\\\\"Stars: {r['stargazers_count']} Forks: {r['forks_count']}\\\\\\\")\\nprint(f\\\\\\\"Default branch: {r['default_branch']}\\\\\\\")\\nprint(f\\\\\\\"Language: {r['language']}\\\\\\\")\\\"\\n\\n# List your repos\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/user/repos?per_page=20&sort=updated\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nfor r in json.load(sys.stdin):\\n vis = 'private' if r['private'] else 'public'\\n print(f\\\\\\\" {r['full_name']:40} {vis:8} {r.get('language', ''):10} ★{r['stargazers_count']}\\\\\\\")\\\"\\n\\n# Search repos\\ncurl -s \\\\\\n \\\"https://api.github.com/search/repositories?q=machine+learning+language:python&sort=stars&per_page=10\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nfor r in json.load(sys.stdin)['items']:\\n print(f\\\\\\\" {r['full_name']:40} ★{r['stargazers_count']:6} {r['description'][:60] if r['description'] else ''}\\\\\\\")\\\"\\n```\\n\\n## 5. Repository Settings\\n\\n**With gh:**\\n\\n```bash\\ngh repo edit --description \\\"Updated description\\\" --visibility public\\ngh repo edit --enable-wiki=false --enable-issues=true\\ngh repo edit --default-branch main\\ngh repo edit --add-topic \\\"machine-learning,python\\\"\\ngh repo edit --enable-auto-merge\\n```\\n\\n**With curl:**\\n\\n```bash\\ncurl -s -X PATCH \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO \\\\\\n -d '{\\n \\\"description\\\": \\\"Updated description\\\",\\n \\\"has_wiki\\\": false,\\n \\\"has_issues\\\": true,\\n \\\"allow_auto_merge\\\": true\\n }'\\n\\n# Update topics\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.mercy-preview+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/topics \\\\\\n -d '{\\\"names\\\": [\\\"machine-learning\\\", \\\"python\\\", \\\"automation\\\"]}'\\n```\\n\\n## 6. Branch Protection\\n\\n```bash\\n# View current protection\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/branches/main/protection\\n\\n# Set up branch protection\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/branches/main/protection \\\\\\n -d '{\\n \\\"required_status_checks\\\": {\\n \\\"strict\\\": true,\\n \\\"contexts\\\": [\\\"ci/test\\\", \\\"ci/lint\\\"]\\n },\\n \\\"enforce_admins\\\": false,\\n \\\"required_pull_request_reviews\\\": {\\n \\\"required_approving_review_count\\\": 1\\n },\\n \\\"restrictions\\\": null\\n }'\\n```\\n\\n## 7. Secrets Management (GitHub Actions)\\n\\n**With gh:**\\n\\n```bash\\ngh secret set API_KEY --body \\\"your-secret-value\\\"\\ngh secret set SSH_KEY < ~/.ssh/id_rsa\\ngh secret list\\ngh secret delete API_KEY\\n```\\n\\n**With curl:**\\n\\nSecrets require encryption with the repo's public key — more involved via API:\\n\\n```bash\\n# Get the repo's public key for encrypting secrets\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/secrets/public-key\\n\\n# Encrypt and set (requires Python with PyNaCl)\\npython3 -c \\\"\\nfrom base64 import b64encode\\nfrom nacl import encoding, public\\nimport json, sys\\n\\n# Get the public key\\nkey_id = ''\\npublic_key = ''\\n\\n# Encrypt\\nsealed = public.SealedBox(\\n public.PublicKey(public_key.encode('utf-8'), encoding.Base64Encoder)\\n).encrypt('your-secret-value'.encode('utf-8'))\\nprint(json.dumps({\\n 'encrypted_value': b64encode(sealed).decode('utf-8'),\\n 'key_id': key_id\\n}))\\\"\\n\\n# Then PUT the encrypted secret\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/secrets/API_KEY \\\\\\n -d '