{
"session_id": "20260514_214018_610306",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-14T17:19:40.038929",
"last_updated": "2026-05-14T22:00:52.098790",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 09:40 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": 119,
"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. 149 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_uxJyWVJKlUENR1qwDp9H0Rzo",
"call_id": "call_uxJyWVJKlUENR1qwDp9H0Rzo",
"response_item_id": "fc_002041bba6e51fe5016a06204869d481918f906d14f293a064",
"type": "function",
"function": {
"name": "skill_view",
"arguments": "{\"name\":\"finance-system-architecture\"}"
}
},
{
"id": "call_QgRCNKR8Spp32c7GXeqE4tKg",
"call_id": "call_QgRCNKR8Spp32c7GXeqE4tKg",
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"reasoning_content": "**Evaluating necessary skills**\n\nI see that I need to take action and load some relevant skills. The finance skills might be already loaded from previous interactions, but this time I definitely need to scan and load them again. There's also something about Google Workspace for Drive; I'll need to analyze a specific file but avoid pulling in any values. So, I’m considering using my Google skills from earlier, especially if they’re relevant right now.",
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"text": "**Evaluating necessary skills**\n\nI see that I need to take action and load some relevant skills. The finance skills might be already loaded from previous interactions, but this time I definitely need to scan and load them again. There's also something about Google Workspace for Drive; I'll need to analyze a specific file but avoid pulling in any values. So, I’m considering using my Google skills from earlier, especially if they’re relevant right now."
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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, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, and `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules. 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- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\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, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\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- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\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- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\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## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\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## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\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- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch -- `, then separately verify whether the test matrix actually covers the promised cases.\\n- Adding broad Git-safety tests that only assert `len(findings) >= N`; prefer explicit assertions for token filename, PAT patterns, private keys, CSV/JSON path policy, runtime/data directories, allowed synthetic paths, `config.example/`, and normal `src/` false-positive protection.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/mvp-crypto-report-export.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/spec-v0.3-decisions.md\", \"references/mvp-market-import-safety-hardening.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/mvp-streamlit-dashboard.md\", \"references/spec-v0.4.1-corrections.md\", \"references/mvp-crypto-wallet-ledger.md\", \"references/mvp-safety-gate-implementation.md\", \"references/spec-v0.5-repo-blueprint.md\", \"references/spec-v0.2-decisions.md\", \"references/mvp-ledger-cash-wac-positions.md\", \"references/git-safety-verification-coverage.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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"reasoning_content": "**Exploring data handling options**\n\nI need to use the Google tool even though the skill indicates there's a memory issue. I’ll search for or download a temporary file, then inspect the structure, possibly exporting it to Google Sheets. I definitely don't want to reveal any amounts. I'll consider using Python with pandas and openpyxl, but I should avoid committing anything. Creating temporary files in the repo is a concern. Should I also use jq? Let's go ahead and run the search.",
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"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nTMPDIR=$(mktemp -d)\\ntrap 'rm -rf \\\"$TMPDIR\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$TMPDIR\\\" >/dev/null\\nFILE=$(find \\\"$TMPDIR\\\" -type f | head -n1)\\npython - \\\"$FILE\\\" <<'PY'\\nfrom __future__ import annotations\\nimport json, re, sys\\nfrom pathlib import Path\\nfrom collections import Counter, defaultdict\\nfrom decimal import Decimal, InvalidOperation\\ntry:\\n import openpyxl\\nexcept Exception as e:\\n print(json.dumps({\\\"error\\\":\\\"openpyxl_unavailable\\\",\\\"detail\\\":str(e)})); raise SystemExit(0)\\npath=Path(sys.argv[1])\\nwb=openpyxl.load_workbook(path, data_only=False, read_only=True)\\n\\ndef norm(x):\\n return \\\"\\\" if x is None else str(x).strip()\\n\\ndef canon_header(s):\\n s=norm(s).lower()\\n s=re.sub(r\\\"\\\\s+\\\", \\\" \\\", s)\\n return s\\n\\ndef decimal_profile(values):\\n total=nonempty=ok=bad=comma=dot=thousands=as_text=as_number=small=scientific=0\\n examples_types=Counter()\\n for v in values:\\n total+=1\\n if v is None or str(v).strip()==\\\"\\\": continue\\n nonempty+=1\\n if isinstance(v,(int,float)): as_number+=1\\n if isinstance(v,str): as_text+=1\\n s=str(v).strip().replace(\\\"'\\\", \\\"\\\")\\n if \\\",\\\" in s: comma+=1\\n if \\\".\\\" in s: dot+=1\\n if re.search(r\\\"\\\\d[ '\\\\u00a0]\\\\d{3}\\\", s): thousands+=1\\n if re.search(r\\\"[eE][+-]?\\\\d+\\\", s): scientific+=1\\n t=s.replace(\\\"'\\\",\\\"\\\").replace(\\\" \\\",\\\"\\\").replace(\\\"\\\\u00a0\\\",\\\"\\\")\\n # heuristic: if both comma and dot, assume apostrophe/space thousands and comma decimal only when comma after dot?\\n if \\\",\\\" in t and \\\".\\\" not in t:\\n t=t.replace(\\\",\\\", \\\".\\\")\\n elif \\\",\\\" in t and \\\".\\\" in t:\\n if t.rfind(\\\",\\\") > t.rfind(\\\".\\\"):\\n t=t.replace(\\\".\\\", \\\"\\\").replace(\\\",\\\", \\\".\\\")\\n else:\\n t=t.replace(\\\",\\\", \\\"\\\")\\n try:\\n d=Decimal(t)\\n ok+=1\\n if d != 0 and abs(d) < Decimal(\\\"0.000001\\\"):\\n small+=1\\n except Exception:\\n bad+=1\\n return {\\\"nonempty\\\":nonempty,\\\"decimal_parse_ok\\\":ok,\\\"decimal_parse_bad\\\":bad,\\\"comma_decimal_candidates\\\":comma,\\\"dot_decimal_candidates\\\":dot,\\\"thousands_sep_candidates\\\":thousands,\\\"stored_as_text\\\":as_text,\\\"stored_as_number\\\":as_number,\\\"very_small_amount_rows\\\":small,\\\"scientific_notation_rows\\\":scientific}\\n\\nwallet_keywords=[\\\"wallet\\\",\\\"plattform\\\",\\\"platform\\\",\\\"börse\\\",\\\"exchange\\\",\\\"depot\\\",\\\"konto\\\",\\\"ort\\\",\\\"location\\\",\\\"lager\\\",\\\"verwahrung\\\"]\\ncoin_keywords=[\\\"coin\\\",\\\"name\\\",\\\"token\\\",\\\"asset\\\",\\\"währung\\\",\\\"waehrung\\\"]\\nsymbol_keywords=[\\\"symbol\\\",\\\"ticker\\\",\\\"kürzel\\\",\\\"kuerzel\\\"]\\namount_keywords=[\\\"menge\\\",\\\"amount\\\",\\\"anzahl\\\",\\\"quantity\\\",\\\"qty\\\",\\\"bestand\\\",\\\"balance\\\"]\\nchain_keywords=[\\\"chain\\\",\\\"netz\\\",\\\"network\\\",\\\"blockchain\\\"]\\nnote_keywords=[\\\"notiz\\\",\\\"note\\\",\\\"bemerk\\\",\\\"comment\\\",\\\"kommentar\\\"]\\nlegacy_keywords=[\\\"wert\\\",\\\"value\\\",\\\"chf\\\",\\\"usd\\\",\\\"eur\\\",\\\"preis\\\",\\\"price\\\"]\\ncg_keywords=[\\\"coingecko\\\",\\\"coin gecko\\\",\\\"gecko\\\"]\\n\\nanalysis={\\\"file_name\\\":path.name,\\\"file_suffix\\\":path.suffix,\\\"sheets\\\":[]}\\nall_wallets=Counter(); all_symbols=Counter(); all_coin_names=Counter(); all_cg=Counter()\\nfor ws in wb.worksheets:\\n rows=list(ws.iter_rows(values_only=True))\\n # find header row: row with most non-empty cells among first 20\\n candidates=[]\\n for i,row in enumerate(rows[:30], start=1):\\n non=sum(1 for c in row if norm(c))\\n candidates.append((non,i,row))\\n non,i,header=max(candidates, key=lambda x:x[0]) if candidates else (0,1,())\\n headers=[norm(c) for c in header]\\n header_norm=[canon_header(h) for h in headers]\\n data=rows[i:]\\n col_roles=defaultdict(list)\\n for idx,h in enumerate(header_norm):\\n raw=headers[idx]\\n if not h: continue\\n def has(words): return any(w in h for w in words)\\n if has(wallet_keywords): col_roles[\\\"wallet\\\"].append(raw)\\n if has(symbol_keywords): col_roles[\\\"symbol\\\"].append(raw)\\n if has(coin_keywords): col_roles[\\\"coin_name\\\"].append(raw)\\n if has(amount_keywords): col_roles[\\\"quantity\\\"].append(raw)\\n if has(chain_keywords): col_roles[\\\"network_chain\\\"].append(raw)\\n if has(note_keywords): col_roles[\\\"note\\\"].append(raw)\\n if has(legacy_keywords): col_roles[\\\"legacy_value_or_price\\\"].append(raw)\\n if has(cg_keywords): col_roles[\\\"coingecko_id\\\"].append(raw)\\n # collect unique names for role columns only, no amounts/values\\n def col_indices(role):\\n return [headers.index(c) for c in col_roles.get(role,[]) if c in headers]\\n for ridx,row in enumerate(data, start=i+1):\\n nonempty=[norm(c) for c in row if norm(c)]\\n if not nonempty: continue\\n for ci in col_indices(\\\"wallet\\\"):\\n if ci < len(row) and norm(row[ci]): all_wallets[norm(row[ci])]+=1\\n for ci in col_indices(\\\"symbol\\\"):\\n if ci < len(row) and norm(row[ci]): all_symbols[norm(row[ci]).upper()]+=1\\n for ci in col_indices(\\\"coin_name\\\"):\\n if ci < len(row) and norm(row[ci]): all_coin_names[norm(row[ci])]+=1\\n for ci in col_indices(\\\"coingecko_id\\\"):\\n if ci < len(row) and norm(row[ci]): all_cg[norm(row[ci])]+=1\\n empty_rows=sum(1 for row in data if not any(norm(c) for c in row))\\n # summary/comment rows: no quantity but some text, or contains total/summe\\n summary_rows=0\\n for row in data:\\n txt=\\\" | \\\".join(norm(c) for c in row if norm(c)).lower()\\n if not txt: continue\\n if any(k in txt for k in [\\\"total\\\",\\\"summe\\\",\\\"subtotal\\\",\\\"gesamt\\\"]): summary_rows+=1\\n qty_profiles=[]\\n for ci in col_indices(\\\"quantity\\\"):\\n qty_profiles.append({\\\"column\\\":headers[ci], **decimal_profile([row[ci] if ci1]\\n analysis[\\\"sheets\\\"].append({\\n \\\"sheet_name\\\":ws.title,\\n \\\"max_row\\\":ws.max_row,\\n \\\"max_column\\\":ws.max_column,\\n \\\"header_row\\\":i,\\n \\\"headers\\\":headers,\\n \\\"duplicate_headers\\\":duplicate_headers,\\n \\\"detected_roles\\\":dict(col_roles),\\n \\\"empty_rows_after_header\\\":empty_rows,\\n \\\"summary_or_total_row_candidates\\\":summary_rows,\\n \\\"quantity_decimal_profiles\\\":qty_profiles,\\n })\\nanalysis[\\\"wallet_names\\\"] = sorted(all_wallets)\\nanalysis[\\\"coin_symbols\\\"] = sorted(all_symbols)\\nanalysis[\\\"coin_names\\\"] = sorted(all_coin_names)\\nanalysis[\\\"coingecko_ids_present\\\"] = sorted(all_cg)\\nanalysis[\\\"counts\\\"]={\\\"wallet_name_count\\\":len(all_wallets),\\\"coin_symbol_count\\\":len(all_symbols),\\\"coin_name_count\\\":len(all_coin_names),\\\"coingecko_id_count\\\":len(all_cg)}\\nprint(json.dumps(analysis, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Planning data analysis**\n\nI need to download a file temporarily for analysis, and I'm thinking of using Python with openpyxl. I'm aiming to extract unique wallet names and symbols, but I want to avoid pulling raw output with amounts. The user just wants names and coin symbols, no values. Maybe I can use CoinGecko mapping for that, but I might also need to inspect the actual file to check its structure and the headers. I'll need to ensure my script is robust for this process.",
"reasoning_content": "**Planning data analysis**\n\nI need to download a file temporarily for analysis, and I'm thinking of using Python with openpyxl. I'm aiming to extract unique wallet names and symbols, but I want to avoid pulling raw output with amounts. The user just wants names and coin symbols, no values. Maybe I can use CoinGecko mapping for that, but I might also need to inspect the actual file to check its structure and the headers. I'll need to ensure my script is robust for this process.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBiBcflBEtSnqRNpOywOjZWmQMRdw4etef2Tl8dEmvu5eRt4wouqXFLZz_HeD39603gDVfkdm9F-Upwww1wogOWGhTLK_bgltaHKN-Ov29npV-4Z4GN9GHV4riRu9o0wYCMwKy2q4A1L2eKsZ-2XYhh4WS0WcnzvDY_e9pQm5ouxI6uOuABQG3MoTi1f8AN44AKl081yOorjestIlXfAg0J4lU1Bbrf8v2eSdisxIaf4_tIPXh28GbQSGWnpfS449Xe8d3oOe7_hSQ_ZHxXSSfbOHq-YX0D0x95gjn_EyGdZprS5CA2g6ehH5J-aTsi4TdJTMYll9XGv7wUeqCA1qUZ79RQSqdo2fqgzgp7IV6dm4g3SalJNKIb8nZ3KuA3vaPMrTeeXHKdOSESDpKr67mvJGRLVR0SaXu0U-TRhaDH68T7zOxr94QQfppMGBThBrDhUM5sDdM51yudSxYnLlk2gn-D1pZHsdvC2qplzr6Et5Rmc-5fWsch8QjdchE8gho9pLQutVLUlguQyTYRZnoSaW-BchIWaxx4UM_HTmH3APOmmu8pPY2OwwXFa--mNW4P4UsjgSDM2LWcgjrmftmx7FXvQwyY7Rez4_J4lQ1Ii5A4uYTHxgzlKDFZdgdeCTJ26USpcfgjEWIY7Nb4hMERvpedTIkLNAJEWxeJ-_YhNcGeA2Y52JV2RzitmuTx0r5OzIabV-jHjEx-0AiPlO7PSRvMXypkDPV9orZZGwmEZ8iVRuSRvzMWSD748tEk-TMHLHCnAEy43csTmhHrXgbwmjJ_3OFzUwH6etrmJypZVPIv2QFaDarzvtsbO8rtGsGsMtOet2XXVH7Kuq4cDtXqiTYMW-PRpz8_YZqKBplqI_23y1mAHlhdMe8vcIhzPx-Th9i7eChx9wc2spxjUMM8neUD-mermlcZxm_KSdbEboLXjRqT6jvOVfwW3ueWiGICaeobt7QNS6eEKixVmYAf3B47327a82BuqWEvRUnGqn0m4MJkPM7LC83gfQr3Y_e9hr97xEBMH0gK8X6VvlXW7JRwIT5a3El5ZnEBLxII31w8Y0GTaRT2tQLkQnFpCOeNdHNXERlN-HH3o5hiq6P3j3DPCyOUvNAjpIgfcRbz2e-t4sLBvPW95IlPvNGQ1sPvZuG2KK_XSXTikMstQwAOhWM2g7KCrgcnzyXBjFI3GbjybxaLhHGEUJSLKHirO3gaZlEwMZu2uuFcyBA2tE3uaA3gaOHQzTvYV6_Dw6Mh5OTOLyeo2c-pbcTd2_E4q3p2SPXz94zpWiRzAnwHffV0SanNZjiOomSTga0QlE1fYn1Hw8PHn5fYOh81i5qWR5kt6pNgu6JwsmLgYiGAAsLoKgUXxfi4yTfFy7mkKXxXxt_JS9fAhgf4LKC8jYOFV2RUs8FO70ghY_f0GaWaOV-gh6PKc3TFUM-s74p2VtARYJHnlvkr9JzZQrrZ1MZ9GTwX5GQnpmaMsJ5aYbThPlApYDLp36l9wOGCcTxOFG2Z3Y12jUlhXPTyrrY9txztCdL_I2zmyJCKx4BBGBDwrTxTXirG46dPLWVF1q8xIu7x1HJVpSHALdZj1Zut-GBAKVdv1ypuit71-3lKV-X-9SfmMD6ej8q9-RYoxd0wELURSyBw1aaSDjRHxrVjkhH7v5_X2_AXhmV7r2-EBm5Q0LmwrZZFo16vNyRSb8CdMnTAU34yfqquXtUMcyLqUFhl4XgR5YaPD8iSEMoPU6GAm5v29HOSnBhDtN5xngN4Dfmt7aV8LEH5Q8tDxO1Z5POvmqoDjfF53G1Z7kCjNd7ca31DuHkZt_gjPwHr1TuXHppW-zYk6GFo5Xt4BhQRX98GI5Yj0DHVNX6xqu0VzDo3uVI3ho-OZr2tr_U1WmHeY-PibmyC2dmY3uaKANqhFe_ivxrBp1f35iYckm8Lk9X3LGpgJRRakJBnKHUbz0HBb2Y-l9YfF7YKDCUMtC6-e760JpA6-EHLyLl808kEmC28xKFtQgp3_8nxeRSMPt01_fUKIWaOACVTQT7OAPW09ahru4ilUqBuMiyK48V6yefalSLjIOJ2yLtqrpZRhJ49M9xnMbf4-rpQy-omQZSZlWw0v_fYgHUZqnpwe5RqhTRh6mc-e5IhbqB87ehhp7styT2JDNojg=",
"id": "rs_002041bba6e51fe5016a062056ec948191b9ac62023cedb197",
"summary": [
{
"type": "summary_text",
"text": "**Planning data analysis**\n\nI need to download a file temporarily for analysis, and I'm thinking of using Python with openpyxl. I'm aiming to extract unique wallet names and symbols, but I want to avoid pulling raw output with amounts. The user just wants names and coin symbols, no values. Maybe I can use CoinGecko mapping for that, but I might also need to inspect the actual file to check its structure and the headers. I'll need to ensure my script is robust for this process."
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\n \\\"file_name\\\": \\\"1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN_260514_ Zusammenstellung aller Coins.xlsx\\\",\\n \\\"file_suffix\\\": \\\".xlsx\\\",\\n \\\"sheets\\\": [\\n {\\n \\\"sheet_name\\\": \\\"2024\\\",\\n \\\"max_row\\\": 53,\\n \\\"max_column\\\": 17,\\n \\\"header_row\\\": 4,\\n \\\"headers\\\": [\\n \\\"ADA Cardano\\\",\\n \\\"=1880.985\\\",\\n \\\"\\\",\\n \\\"682.71534972\\\",\\n \\\"1154.5285\\\",\\n \\\"\\\",\\n \\\"\\\",\\n \\\"5815.36346\\\",\\n \\\"55.832925\\\",\\n \\\"=SUM(B4:I4)\\\",\\n \\\"=SUM(M4:Q4)\\\",\\n \\\"=K4/J4\\\",\\n \\\"532.27\\\",\\n \\\"=D4*0.352825*0.79225\\\",\\n \\\"=E4*0.352825*0.79225\\\",\\n \\\"=H4*0.352825*0.79225\\\",\\n \\\"=I4*0.352825*0.79225\\\"\\n ],\\n \\\"duplicate_headers\\\": [],\\n \\\"detected_roles\\\": {},\\n \\\"empty_rows_after_header\\\": 6,\\n \\\"summary_or_total_row_candidates\\\": 1,\\n \\\"quantity_decimal_profiles\\\": []\\n }\\n ],\\n \\\"wallet_names\\\": [],\\n \\\"coin_symbols\\\": [],\\n \\\"coin_names\\\": [],\\n \\\"coingecko_ids_present\\\": [],\\n \\\"counts\\\": {\\n \\\"wallet_name_count\\\": 0,\\n \\\"coin_symbol_count\\\": 0,\\n \\\"coin_name_count\\\": 0,\\n \\\"coingecko_id_count\\\": 0\\n }\\n}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_v5KogiSS4Isv6w6BWlGxSuAl"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_6UYnGUkVSyP0GdMSP90CIwPp",
"call_id": "call_6UYnGUkVSyP0GdMSP90CIwPp",
"response_item_id": "fc_002041bba6e51fe5016a062086ef208191a8d45669ce7fd3ae",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nTMPDIR=$(mktemp -d)\\ntrap 'rm -rf \\\"$TMPDIR\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$TMPDIR\\\" >/dev/null\\nFILE=$(find \\\"$TMPDIR\\\" -type f | head -n1)\\npython - \\\"$FILE\\\" <<'PY'\\nimport openpyxl, sys, json, re\\nfrom pathlib import Path\\nwb=openpyxl.load_workbook(sys.argv[1], data_only=False, read_only=True)\\nfor ws in wb.worksheets:\\n print('SHEET', ws.title, 'rows', ws.max_row, 'cols', ws.max_column)\\n for r in range(1, min(ws.max_row,12)+1):\\n vals=[]\\n for c in range(1, min(ws.max_column,18)+1):\\n v=ws.cell(r,c).value\\n if v is None or str(v).strip()==\\\"\\\": vals.append('')\\n else:\\n s=str(v).strip()\\n if s.startswith('=') or re.fullmatch(r\\\"[-+]?\\\\d+[\\\\d.,' ]*%?\\\", s):\\n vals.append('[NUM/FORMULA]')\\n else:\\n vals.append(s[:40])\\n print(r, vals)\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Analyzing sheet structure**\n\nIt seems the header detection is off because the sheet might not actually have headers. I need to inspect the structure for values, maybe print the rows with cell coordinates and classifications. I don't need to output quantities, but I should check if there are hidden columns, possibly wallets. Analyzing the formulas or header rows might reveal wallet names, so I'll generate a masked grid for the first 10 rows, redacting numeric values and formulas to see if it helps uncover relevant information.",
"reasoning_content": "**Analyzing sheet structure**\n\nIt seems the header detection is off because the sheet might not actually have headers. I need to inspect the structure for values, maybe print the rows with cell coordinates and classifications. I don't need to output quantities, but I should check if there are hidden columns, possibly wallets. Analyzing the formulas or header rows might reveal wallet names, so I'll generate a masked grid for the first 10 rows, redacting numeric values and formulas to see if it helps uncover relevant information.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBiCGVXchHw98heb2mjFfzcgqLlQnyu3wFepZL3wXwZRUEQKhIOHDXjnTtRJidq14ucM7f2IPifhsWnlA9M-3dzmLTraWdc8X9ydeFp-qaO9ITCcYnFzt7AEYLjxjeMFT2RswORAZw_Nc-wBUzkLyzGmkfanx2jMuCo6Pjg5-ajZT4Ko5w9VVWY9U2nDU1_tZtiUUBht6zswziSjKQxxvnuSVcmVxGWtzR1LFlq0E15NORb7-aNKt6CBMsVBegGf9QQPRrVcs5RDsBVlyp4zVnn9N_AE91CPsG6Em0VVEKKhgzTHKeV9Lb_Smqwt8GTMKB845ClqqoaS3z2lzwAEgY9EN19QSZ_KGuGm-tPqt22F0R-6VQNSlwomOz600AtNhi2nPfCVk3hOvMaVSFRxcJrCHSa-wBSdJaRNH3tECkSKZghHsMOKi-BzSKEVO5OM5ZgfhMtnHtQo77HquvcZBgVrRctmeTqCtZ9PG87PqVJieMoGOmG6is-YJgN1nWvyL2ckHYruVeutelQk9rVPFX1oSGSibWFcwO5X6m8TyvrwCpLq87mgg4uCZmA7ZZ4gZutsA58sJ8IlW3ny30EJXj3F1AMowZwXDrEKjXO8PDtLhQ8pgMO4yDZDVHxyueFoh2GWVLh58IufN2lXpV36zNZ27GJ-qZhIKe-MeivOOddDL79q8z_ql3v_VZU0Kcc7vMbkRuayT5OHle1-ktpAcluZYGTP0GwLMXq_tf5FV20zJUS5bB9gPLXNj6vFzcbwrH86n61xfy_flbuyGu2Dj4HiNfNWh_lAGhja05hNTqz9O-A7tCm4-tmpm1HNspgo799a_TLTAy-Cqxu1yIirHCm_6dpiBABiRJPyILoWH17jtxrjfu0_d7164xL9s0bWxfaFFdNvqFQozZpR5KtwIuFmcaQWTDRcvelzIsWLF8mhnoOUB7VR3gnRcvmn-NI6lY0d0Fx2bNnlg_W9NTagYfxPPvZ7voYIiraXXNtW4UCEMXvg1VruV8692ku-lh8L0imRpd-ooYJCOVhcsQgKEILLa1uXqIX1p09ZyBLDUqh0Nb9PWvY7W7B3S6lbUOS2B63t7N_qqS5lXrPNIfz1naj4v6KV2wJVPmgZ23JljgVHlvnqiBiR0wVhKchrXo3OsEJvCQBgPs_OPpZHLEr_lT6Ngxf6fDkOVa5MH_yUjgnlyp1-wjGffDXgM6sL2c64EoiGg-UMtznDy6KRc0gSyLlWfFUU1wlk-aFrRfCxrzFxDs-zYuU2KQhYmXQjwHSF2ula09mca7ZbZUtNfy_lgPNnPk-w_G996K-cLDXsfdjsx5Rdz1MWrVswZcZn-wciw7A1sbSsfp51XsiPSBKuzBVkBWzZlhN6m_DXDhLtF2chWTn8HKmM98EF3Wvw0eNepAb4QBzZOb-8kH1XWIW0y9ncRL440be-QSH2Otte4yiNl_W81hQtSuCufhVMjiSmluC_W78ULYNxwrcT6aj9F31TSW9OuPSssarFRC4zmLm8gABD6zFV0UhSlM0bEow-ErHiK",
"id": "rs_002041bba6e51fe5016a062082b7e88191b87dfcdbb0e37d60",
"summary": [
{
"type": "summary_text",
"text": "**Analyzing sheet structure**\n\nIt seems the header detection is off because the sheet might not actually have headers. I need to inspect the structure for values, maybe print the rows with cell coordinates and classifications. I don't need to output quantities, but I should check if there are hidden columns, possibly wallets. Analyzing the formulas or header rows might reveal wallet names, so I'll generate a masked grid for the first 10 rows, redacting numeric values and formulas to see if it helps uncover relevant information."
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"SHEET 2024 rows 53 cols 17\\n1 ['', '2025-12-31 00:00:00', '', '', '', '', '', '', '', '', 'USD / CHF', '[NUM/FORMULA]', '', '', '', '', '']\\n2 ['', 'Swissborg', 'Coinbase', 'Binance', 'KuCoin', 'Metamask', 'FireFly IOTA', 'Yoloi Wallet', 'Nami Wallet', 'Total Coins', 'CHF 31.12.2025', 'Wert pro 1 Coin', '', '', '', '', '']\\n3 ['AAVE', '[NUM/FORMULA]', '', '', '', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\\n4 ['ADA Cardano', '[NUM/FORMULA]', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]']\\n5 ['Amp', '', '[NUM/FORMULA]', '', '', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\\n6 ['Avalanche AVAX', '[NUM/FORMULA]', '', '', '', '[NUM/FORMULA]', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '']\\n7 ['Band Protocol BAND', '', '[NUM/FORMULA]', '', '', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\\n8 ['Bitcoin BTC', '[NUM/FORMULA]', '', '', '[NUM/FORMULA]', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '']\\n9 ['BNB', '', '', '8.27e-06', '', '[NUM/FORMULA]', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '']\\n10 ['CAKE Pancake', '', '', '', '', '[NUM/FORMULA]', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\\n11 ['Celo CGLD', '', '[NUM/FORMULA]', '', '', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\\n12 ['Chainlink', '[NUM/FORMULA]', '', '', '', '', '', '', '', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '[NUM/FORMULA]', '', '', '', '']\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_6UYnGUkVSyP0GdMSP90CIwPp"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_I3nTNgm3LUYRst1NjDb13nrT",
"call_id": "call_I3nTNgm3LUYRst1NjDb13nrT",
"response_item_id": "fc_002041bba6e51fe5016a06209b73dc819186eaf7b565e845b8",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nTMPDIR=$(mktemp -d)\\ntrap 'rm -rf \\\"$TMPDIR\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$TMPDIR\\\" >/dev/null\\nFILE=$(find \\\"$TMPDIR\\\" -type f | head -n1)\\npython - \\\"$FILE\\\" \\\"$TMPDIR\\\" <<'PY'\\nfrom __future__ import annotations\\nimport json, re, sys, urllib.request\\nfrom pathlib import Path\\nfrom decimal import Decimal\\nfrom collections import Counter\\nimport openpyxl\\npath=Path(sys.argv[1])\\nwb_formula=openpyxl.load_workbook(path, data_only=False, read_only=True)\\nwb_values=openpyxl.load_workbook(path, data_only=True, read_only=True)\\nws=wb_formula['2024']; wsv=wb_values['2024']\\n# established from structural top rows: row 2 contains wallet/value headers, col A assets, B-I wallet quantities, J-L totals/price, M-Q wallet values\\nwallet_cols=list(range(2,10)); value_cols=list(range(13,18)); quantity_cols=wallet_cols\\nwallets=[str(ws.cell(2,c).value).strip() for c in wallet_cols if ws.cell(2,c).value]\\nvalue_headers=[str(ws.cell(2,c).value).strip() if ws.cell(2,c).value else '' for c in value_cols]\\nasset_rows=[]; empty_rows=[]; total_rows=[]; comment_rows=[]\\nfor r in range(3, ws.max_row+1):\\n label=ws.cell(r,1).value\\n row_vals=[ws.cell(r,c).value for c in range(1, ws.max_column+1)]\\n non=[v for v in row_vals if v is not None and str(v).strip()!='']\\n if not non:\\n empty_rows.append(r); continue\\n text=' '.join(str(v) for v in non).lower()\\n if any(k in text for k in ['total','summe','gesamt']):\\n total_rows.append(r); continue\\n if label and str(label).strip():\\n asset_rows.append((r, str(label).strip()))\\n else:\\n comment_rows.append(r)\\n\\ndef parse_symbol(label):\\n s=label.strip()\\n aliases={\\n 'Bitcoin BTC': ('BTC','Bitcoin'),\\n 'Ethereum ETH': ('ETH','Ethereum'),\\n 'ADA Cardano': ('ADA','Cardano'),\\n 'Avalanche AVAX': ('AVAX','Avalanche'),\\n 'Band Protocol BAND': ('BAND','Band Protocol'),\\n 'Celo CGLD': ('CELO','Celo'),\\n 'Chiliz CHZ': ('CHZ','Chiliz'),\\n 'Cosmos ATOM': ('ATOM','Cosmos'),\\n 'GRT Graph': ('GRT','The Graph'),\\n 'IOTA': ('IOTA','IOTA'),\\n 'JasmyCoin': ('JASMY','JasmyCoin'),\\n 'NKN': ('NKN','NKN'),\\n 'Polkadot DOT': ('DOT','Polkadot'),\\n 'Polygon MATIC': ('MATIC','Polygon'),\\n 'SAND Sandbox': ('SAND','The Sandbox'),\\n 'Solana SOL': ('SOL','Solana'),\\n 'STORJ': ('STORJ','Storj'),\\n 'TRON TRX': ('TRX','TRON'),\\n 'USDC': ('USDC','USDC'),\\n 'VeChain VET': ('VET','VeChain'),\\n 'XLM Stellar Lumens': ('XLM','Stellar'),\\n 'XRP Ripple': ('XRP','XRP'),\\n }\\n if s in aliases: return aliases[s]\\n parts=s.split()\\n # if first token uppercase-ish and short: symbol first\\n if parts and re.fullmatch(r'[A-Z0-9]{2,8}', parts[0]):\\n return parts[0], ' '.join(parts[1:]) or parts[0]\\n if parts and re.fullmatch(r'[A-Z0-9]{2,8}', parts[-1]):\\n return parts[-1], ' '.join(parts[:-1]) or parts[-1]\\n return None, s\\ncoins=[]\\nfor r,label in asset_rows:\\n sym,name=parse_symbol(label)\\n has_qty_any=any(wsv.cell(r,c).value not in (None,'') for c in quantity_cols)\\n has_value_any=any(wsv.cell(r,c).value not in (None,'') for c in [11,12]+value_cols)\\n coins.append({'row':r,'label':label,'symbol':sym,'coin_name_guess':name,'has_quantity_cells':has_qty_any,'has_legacy_value_or_price_cells':has_value_any})\\n# Decimal profile for quantity area only; no actual values output\\nprofile=Counter(); scale_counter=Counter(); tiny_count=0; negative_count=0\\nfor r,_label in asset_rows:\\n for c in quantity_cols:\\n raw=wsv.cell(r,c).value\\n form=ws.cell(r,c).value\\n if raw is None or str(raw).strip()=='':\\n continue\\n profile['nonempty_quantity_cells']+=1\\n if isinstance(raw,str): profile['stored_as_text']+=1\\n elif isinstance(raw,(int,float)): profile['stored_as_number']+=1\\n if isinstance(form,str) and form.startswith('='): profile['formula_quantity_cells']+=1\\n s=str(raw).strip()\\n if ',' in s: profile['comma_decimal_candidates']+=1\\n if '.' in s: profile['dot_decimal_candidates']+=1\\n if re.search(r\\\"\\\\d[ '\\\\u00a0]\\\\d{3}\\\", s): profile['thousands_sep_candidates']+=1\\n if re.search(r'[eE][+-]?\\\\d+', s): profile['scientific_notation_rows']+=1\\n try:\\n d=Decimal(s.replace(',','.'))\\n profile['decimal_parse_ok']+=1\\n tup=d.as_tuple(); scale=max(0, -tup.exponent); scale_counter[scale]+=1\\n if d != 0 and abs(d) < Decimal('0.000001'): tiny_count+=1\\n if d < 0: negative_count+=1\\n except Exception:\\n profile['decimal_parse_bad']+=1\\n# formula counts\\nformula_cols={}\\nfor c in range(1, ws.max_column+1):\\n count=sum(1 for r in range(1,ws.max_row+1) if isinstance(ws.cell(r,c).value,str) and ws.cell(r,c).value.startswith('='))\\n if count: formula_cols[openpyxl.utils.get_column_letter(c)]=count\\n# CoinGecko matching via coins/list (no price/value); if fails, mark lookup unavailable\\ncg_status=[]; cg_available=False\\ntry:\\n with urllib.request.urlopen('https://api.coingecko.com/api/v3/coins/list', timeout=20) as resp:\\n data=json.loads(resp.read().decode('utf-8'))\\n cg_available=True\\n by_symbol={}\\n for item in data:\\n by_symbol.setdefault(item.get('symbol','').upper(), []).append(item)\\n for coin in coins:\\n sym=coin['symbol']\\n name=(coin['coin_name_guess'] or '').lower()\\n matches=by_symbol.get(sym or '', []) if sym else []\\n exact=[]\\n for m in matches:\\n mn=m.get('name','').lower(); mid=m.get('id','').lower()\\n if name and (name == mn or name in mn or mn in name or name.replace(' ','-') in mid): exact.append(m)\\n chosen=None; status='fehlt'; reason='kein Symbol ableitbar oder kein CoinGecko-Kandidat'\\n if matches:\\n if len(matches)==1:\\n chosen=matches[0]; status='sicher'; reason='Symbol hat genau einen CoinGecko-Kandidaten'\\n elif len(exact)==1:\\n chosen=exact[0]; status='sicher'; reason='Symbol plus Name passen eindeutig'\\n else:\\n chosen=exact[0] if exact else matches[0]\\n status='unsicher'; reason=f'Symbol hat {len(matches)} CoinGecko-Kandidaten; manuelle Bestätigung nötig'\\n cg_status.append({'symbol':sym,'coin_name':coin['coin_name_guess'],'suggested_coingecko_id': chosen.get('id') if chosen else None,'status':status,'reason':reason,'candidate_count':len(matches) if sym else 0})\\nexcept Exception as e:\\n for coin in coins:\\n cg_status.append({'symbol':coin['symbol'],'coin_name':coin['coin_name_guess'],'suggested_coingecko_id': None,'status':'lookup_nicht_verfügbar','reason':type(e).__name__})\\n\\nout={\\n 'file_type':'XLSX',\\n 'sheets':[{'name':s.title,'rows':s.max_row,'columns':s.max_column} for s in wb_formula.worksheets],\\n 'active_sheet':'2024',\\n 'structural_headers':{'row_1_context':['snapshot_date in B1','USD/CHF label in K1','FX rate formula/value in L1'], 'row_2_columns': {openpyxl.utils.get_column_letter(c): (str(ws.cell(2,c).value).strip() if ws.cell(2,c).value else '') for c in range(1,ws.max_column+1)}},\\n 'wallet_columns': {openpyxl.utils.get_column_letter(c): str(ws.cell(2,c).value).strip() for c in wallet_cols},\\n 'computed_columns': {openpyxl.utils.get_column_letter(c): str(ws.cell(2,c).value).strip() if ws.cell(2,c).value else '' for c in range(10,18)},\\n 'asset_row_count':len(asset_rows),\\n 'empty_rows':len(empty_rows),\\n 'summary_total_rows':len(total_rows),\\n 'comment_or_unclassified_rows':len(comment_rows),\\n 'wallet_names':wallets,\\n 'coin_labels': [c['label'] for c in coins],\\n 'coin_symbols': sorted([c['symbol'] for c in coins if c['symbol']]),\\n 'coingecko_ids_in_file': [],\\n 'quantity_decimal_profile': dict(profile),\\n 'quantity_decimal_scale_distribution': dict(sorted(scale_counter.items())),\\n 'very_small_quantity_cells': tiny_count,\\n 'negative_quantity_cells': negative_count,\\n 'formula_columns': formula_cols,\\n 'coingecko_mapping_status': cg_status,\\n 'stablecoin_symbols_detected': sorted([s for s in [c['symbol'] for c in coins] if s in {'USDC','USDT','DAI','BUSD','TUSD','USDP','FRAX'}]),\\n}\\nprint(json.dumps(out, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
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"id": "rs_002041bba6e51fe5016a062092ef808191b86f8bdfc81175dc",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\n \\\"file_type\\\": \\\"XLSX\\\",\\n \\\"sheets\\\": [\\n {\\n \\\"name\\\": \\\"2024\\\",\\n \\\"rows\\\": 53,\\n \\\"columns\\\": 17\\n }\\n ],\\n \\\"active_sheet\\\": \\\"2024\\\",\\n \\\"structural_headers\\\": {\\n \\\"row_1_context\\\": [\\n \\\"snapshot_date in B1\\\",\\n \\\"USD/CHF label in K1\\\",\\n \\\"FX rate formula/value in L1\\\"\\n ],\\n \\\"row_2_columns\\\": {\\n \\\"A\\\": \\\"\\\",\\n \\\"B\\\": \\\"Swissborg\\\",\\n \\\"C\\\": \\\"Coinbase\\\",\\n \\\"D\\\": \\\"Binance\\\",\\n \\\"E\\\": \\\"KuCoin\\\",\\n \\\"F\\\": \\\"Metamask\\\",\\n \\\"G\\\": \\\"FireFly IOTA\\\",\\n \\\"H\\\": \\\"Yoloi Wallet\\\",\\n \\\"I\\\": \\\"Nami Wallet\\\",\\n \\\"J\\\": \\\"Total Coins\\\",\\n \\\"K\\\": \\\"CHF 31.12.2025\\\",\\n \\\"L\\\": \\\"Wert pro 1 Coin\\\",\\n \\\"M\\\": \\\"\\\",\\n \\\"N\\\": \\\"\\\",\\n \\\"O\\\": \\\"\\\",\\n \\\"P\\\": \\\"\\\",\\n \\\"Q\\\": \\\"\\\"\\n }\\n },\\n \\\"wallet_columns\\\": {\\n \\\"B\\\": \\\"Swissborg\\\",\\n \\\"C\\\": \\\"Coinbase\\\",\\n \\\"D\\\": \\\"Binance\\\",\\n \\\"E\\\": \\\"KuCoin\\\",\\n \\\"F\\\": \\\"Metamask\\\",\\n \\\"G\\\": \\\"FireFly IOTA\\\",\\n \\\"H\\\": \\\"Yoloi Wallet\\\",\\n \\\"I\\\": \\\"Nami Wallet\\\"\\n },\\n \\\"computed_columns\\\": {\\n \\\"J\\\": \\\"Total Coins\\\",\\n \\\"K\\\": \\\"CHF 31.12.2025\\\",\\n \\\"L\\\": \\\"Wert pro 1 Coin\\\",\\n \\\"M\\\": \\\"\\\",\\n \\\"N\\\": \\\"\\\",\\n \\\"O\\\": \\\"\\\",\\n \\\"P\\\": \\\"\\\",\\n \\\"Q\\\": \\\"\\\"\\n },\\n \\\"asset_row_count\\\": 44,\\n \\\"empty_rows\\\": 6,\\n \\\"summary_total_rows\\\": 1,\\n \\\"comment_or_unclassified_rows\\\": 0,\\n \\\"wallet_names\\\": [\\n \\\"Swissborg\\\",\\n \\\"Coinbase\\\",\\n \\\"Binance\\\",\\n \\\"KuCoin\\\",\\n \\\"Metamask\\\",\\n \\\"FireFly IOTA\\\",\\n \\\"Yoloi Wallet\\\",\\n \\\"Nami Wallet\\\"\\n ],\\n \\\"coin_labels\\\": [\\n \\\"AAVE\\\",\\n \\\"ADA Cardano\\\",\\n \\\"Amp\\\",\\n \\\"Avalanche AVAX\\\",\\n \\\"Band Protocol BAND\\\",\\n \\\"Bitcoin BTC\\\",\\n \\\"BNB\\\",\\n \\\"CAKE Pancake\\\",\\n \\\"Celo CGLD\\\",\\n \\\"Chainlink\\\",\\n \\\"Compound COMP\\\",\\n \\\"Decentraland MANA\\\",\\n \\\"DOGE\\\",\\n \\\"Enjin ENJ\\\",\\n \\\"Ethereum ETH\\\",\\n \\\"FDUSD\\\",\\n \\\"Fetch.ai FET\\\",\\n \\\"Flare FLR\\\",\\n \\\"HBAR\\\",\\n \\\"HIGH Highstreet\\\",\\n \\\"IOTA IOT\\\",\\n \\\"LL Light Link\\\",\\n \\\"LUNA Terra\\\",\\n \\\"LUNC Terra Classic\\\",\\n \\\"NETVR\\\",\\n \\\"NIGHT\\\",\\n \\\"NuCypher NU\\\",\\n \\\"Ox ZRX\\\",\\n \\\"Polygon MATIC\\\",\\n \\\"Ripple XRP\\\",\\n \\\"SAND The Sandbox\\\",\\n \\\"SAROS\\\",\\n \\\"SKY\\\",\\n \\\"SOL Solana\\\",\\n \\\"S Sonic\\\",\\n \\\"Stellar Lumens XLM\\\",\\n \\\"Sundae\\\",\\n \\\"Swissborg\\\",\\n \\\"Tether USD\\\",\\n \\\"The Graph GRT\\\",\\n \\\"USTC Terra Classic\\\",\\n \\\"VeChain VET\\\",\\n \\\"VTHO\\\",\\n \\\"Wilder World WILD\\\"\\n ],\\n \\\"coin_symbols\\\": [\\n \\\"AAVE\\\",\\n \\\"ADA\\\",\\n \\\"AVAX\\\",\\n \\\"BAND\\\",\\n \\\"BNB\\\",\\n \\\"BTC\\\",\\n \\\"CAKE\\\",\\n \\\"CELO\\\",\\n \\\"COMP\\\",\\n \\\"DOGE\\\",\\n \\\"ENJ\\\",\\n \\\"ETH\\\",\\n \\\"FDUSD\\\",\\n \\\"FET\\\",\\n \\\"FLR\\\",\\n \\\"GRT\\\",\\n \\\"HBAR\\\",\\n \\\"HIGH\\\",\\n \\\"IOTA\\\",\\n \\\"LL\\\",\\n \\\"LUNA\\\",\\n \\\"LUNC\\\",\\n \\\"MANA\\\",\\n \\\"MATIC\\\",\\n \\\"NETVR\\\",\\n \\\"NIGHT\\\",\\n \\\"NU\\\",\\n \\\"SAND\\\",\\n \\\"SAROS\\\",\\n \\\"SKY\\\",\\n \\\"SOL\\\",\\n \\\"USD\\\",\\n \\\"USTC\\\",\\n \\\"VET\\\",\\n \\\"VTHO\\\",\\n \\\"WILD\\\",\\n \\\"XLM\\\",\\n \\\"XRP\\\",\\n \\\"ZRX\\\"\\n ],\\n \\\"coingecko_ids_in_file\\\": [],\\n \\\"quantity_decimal_profile\\\": {\\n \\\"nonempty_quantity_cells\\\": 60,\\n \\\"stored_as_number\\\": 60,\\n \\\"dot_decimal_candidates\\\": 59,\\n \\\"decimal_parse_ok\\\": 60,\\n \\\"formula_quantity_cells\\\": 3,\\n \\\"scientific_notation_rows\\\": 2\\n },\\n \\\"quantity_decimal_scale_distribution\\\": {\\n \\\"1\\\": 3,\\n \\\"2\\\": 4,\\n \\\"3\\\": 4,\\n \\\"4\\\": 10,\\n \\\"5\\\": 10,\\n \\\"6\\\": 9,\\n \\\"7\\\": 3,\\n \\\"8\\\": 17\\n },\\n \\\"very_small_quantity_cells\\\": 1,\\n \\\"negative_quantity_cells\\\": 0,\\n \\\"formula_columns\\\": {\\n \\\"B\\\": 2,\\n \\\"F\\\": 1,\\n \\\"J\\\": 44,\\n \\\"K\\\": 45,\\n \\\"L\\\": 44,\\n \\\"M\\\": 31,\\n \\\"N\\\": 11,\\n \\\"O\\\": 3,\\n \\\"P\\\": 1,\\n \\\"Q\\\": 1\\n },\\n \\\"coingecko_mapping_status\\\": [\\n {\\n \\\"symbol\\\": \\\"AAVE\\\",\\n \\\"coin_name\\\": \\\"AAVE\\\",\\n \\\"suggested_coingecko_id\\\": \\\"aave\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"ADA\\\",\\n \\\"coin_name\\\": \\\"Cardano\\\",\\n \\\"suggested_coingecko_id\\\": \\\"binance-peg-cardano\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 3 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 3\\n },\\n {\\n \\\"symbol\\\": null,\\n \\\"coin_name\\\": \\\"Amp\\\",\\n \\\"suggested_coingecko_id\\\": null,\\n \\\"status\\\": \\\"fehlt\\\",\\n \\\"reason\\\": \\\"kein Symbol ableitbar oder kein CoinGecko-Kandidat\\\",\\n \\\"candidate_count\\\": 0\\n },\\n {\\n \\\"symbol\\\": \\\"AVAX\\\",\\n \\\"coin_name\\\": \\\"Avalanche\\\",\\n \\\"suggested_coingecko_id\\\": \\\"avalanche-2\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 4 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 4\\n },\\n {\\n \\\"symbol\\\": \\\"BAND\\\",\\n \\\"coin_name\\\": \\\"Band Protocol\\\",\\n \\\"suggested_coingecko_id\\\": \\\"band-protocol\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"BTC\\\",\\n \\\"coin_name\\\": \\\"Bitcoin\\\",\\n \\\"suggested_coingecko_id\\\": \\\"bitcoin\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 11 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 11\\n },\\n {\\n \\\"symbol\\\": \\\"BNB\\\",\\n \\\"coin_name\\\": \\\"BNB\\\",\\n \\\"suggested_coingecko_id\\\": \\\"binancecoin\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol plus Name passen eindeutig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"CAKE\\\",\\n \\\"coin_name\\\": \\\"Pancake\\\",\\n \\\"suggested_coingecko_id\\\": \\\"pancakeswap-token\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"CELO\\\",\\n \\\"coin_name\\\": \\\"Celo\\\",\\n \\\"suggested_coingecko_id\\\": \\\"celo\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": null,\\n \\\"coin_name\\\": \\\"Chainlink\\\",\\n \\\"suggested_coingecko_id\\\": null,\\n \\\"status\\\": \\\"fehlt\\\",\\n \\\"reason\\\": \\\"kein Symbol ableitbar oder kein CoinGecko-Kandidat\\\",\\n \\\"candidate_count\\\": 0\\n },\\n {\\n \\\"symbol\\\": \\\"COMP\\\",\\n \\\"coin_name\\\": \\\"Compound\\\",\\n \\\"suggested_coingecko_id\\\": \\\"compound-governance-token\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"MANA\\\",\\n \\\"coin_name\\\": \\\"Decentraland\\\",\\n \\\"suggested_coingecko_id\\\": \\\"decentraland\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 3 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 3\\n },\\n {\\n \\\"symbol\\\": \\\"DOGE\\\",\\n \\\"coin_name\\\": \\\"DOGE\\\",\\n \\\"suggested_coingecko_id\\\": \\\"binance-peg-dogecoin\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 7 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 7\\n },\\n {\\n \\\"symbol\\\": \\\"ENJ\\\",\\n \\\"coin_name\\\": \\\"Enjin\\\",\\n \\\"suggested_coingecko_id\\\": \\\"enjincoin\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"ETH\\\",\\n \\\"coin_name\\\": \\\"Ethereum\\\",\\n \\\"suggested_coingecko_id\\\": \\\"bridged-binance-peg-ethereum-opbnb\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 13 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 13\\n },\\n {\\n \\\"symbol\\\": \\\"FDUSD\\\",\\n \\\"coin_name\\\": \\\"FDUSD\\\",\\n \\\"suggested_coingecko_id\\\": \\\"first-digital-usd\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"FET\\\",\\n \\\"coin_name\\\": \\\"Fetch.ai\\\",\\n \\\"suggested_coingecko_id\\\": \\\"fetch-ai\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"FLR\\\",\\n \\\"coin_name\\\": \\\"Flare\\\",\\n \\\"suggested_coingecko_id\\\": \\\"flare-networks\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"HBAR\\\",\\n \\\"coin_name\\\": \\\"HBAR\\\",\\n \\\"suggested_coingecko_id\\\": \\\"hedera-hashgraph\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"HIGH\\\",\\n \\\"coin_name\\\": \\\"Highstreet\\\",\\n \\\"suggested_coingecko_id\\\": \\\"high\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 2 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"IOTA\\\",\\n \\\"coin_name\\\": \\\"IOT\\\",\\n \\\"suggested_coingecko_id\\\": \\\"iota\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"LL\\\",\\n \\\"coin_name\\\": \\\"Light Link\\\",\\n \\\"suggested_coingecko_id\\\": \\\"lightlink\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"LUNA\\\",\\n \\\"coin_name\\\": \\\"Terra\\\",\\n \\\"suggested_coingecko_id\\\": \\\"terra-luna-2\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol plus Name passen eindeutig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"LUNC\\\",\\n \\\"coin_name\\\": \\\"Terra Classic\\\",\\n \\\"suggested_coingecko_id\\\": \\\"luna-wormhole\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol plus Name passen eindeutig\\\",\\n \\\"candidate_count\\\": 3\\n },\\n {\\n \\\"symbol\\\": \\\"NETVR\\\",\\n \\\"coin_name\\\": \\\"NETVR\\\",\\n \\\"suggested_coingecko_id\\\": \\\"netvrk\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"NIGHT\\\",\\n \\\"coin_name\\\": \\\"NIGHT\\\",\\n \\\"suggested_coingecko_id\\\": \\\"midnight\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 2 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"NU\\\",\\n \\\"coin_name\\\": \\\"NuCypher\\\",\\n \\\"suggested_coingecko_id\\\": \\\"nucypher\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"ZRX\\\",\\n \\\"coin_name\\\": \\\"Ox\\\",\\n \\\"suggested_coingecko_id\\\": \\\"0x\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"MATIC\\\",\\n \\\"coin_name\\\": \\\"Polygon\\\",\\n \\\"suggested_coingecko_id\\\": \\\"bifrost-bridged-matic-bifrost\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 2 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"XRP\\\",\\n \\\"coin_name\\\": \\\"Ripple\\\",\\n \\\"suggested_coingecko_id\\\": \\\"ripple\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol plus Name passen eindeutig\\\",\\n \\\"candidate_count\\\": 5\\n },\\n {\\n \\\"symbol\\\": \\\"SAND\\\",\\n \\\"coin_name\\\": \\\"The Sandbox\\\",\\n \\\"suggested_coingecko_id\\\": \\\"the-sandbox\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 2 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"SAROS\\\",\\n \\\"coin_name\\\": \\\"SAROS\\\",\\n \\\"suggested_coingecko_id\\\": \\\"saros-finance\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"SKY\\\",\\n \\\"coin_name\\\": \\\"SKY\\\",\\n \\\"suggested_coingecko_id\\\": \\\"sky\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 6 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 6\\n },\\n {\\n \\\"symbol\\\": \\\"SOL\\\",\\n \\\"coin_name\\\": \\\"Solana\\\",\\n \\\"suggested_coingecko_id\\\": \\\"solana\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 12 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 12\\n },\\n {\\n \\\"symbol\\\": null,\\n \\\"coin_name\\\": \\\"S Sonic\\\",\\n \\\"suggested_coingecko_id\\\": null,\\n \\\"status\\\": \\\"fehlt\\\",\\n \\\"reason\\\": \\\"kein Symbol ableitbar oder kein CoinGecko-Kandidat\\\",\\n \\\"candidate_count\\\": 0\\n },\\n {\\n \\\"symbol\\\": \\\"XLM\\\",\\n \\\"coin_name\\\": \\\"Stellar Lumens\\\",\\n \\\"suggested_coingecko_id\\\": \\\"stellar\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": null,\\n \\\"coin_name\\\": \\\"Sundae\\\",\\n \\\"suggested_coingecko_id\\\": null,\\n \\\"status\\\": \\\"fehlt\\\",\\n \\\"reason\\\": \\\"kein Symbol ableitbar oder kein CoinGecko-Kandidat\\\",\\n \\\"candidate_count\\\": 0\\n },\\n {\\n \\\"symbol\\\": null,\\n \\\"coin_name\\\": \\\"Swissborg\\\",\\n \\\"suggested_coingecko_id\\\": null,\\n \\\"status\\\": \\\"fehlt\\\",\\n \\\"reason\\\": \\\"kein Symbol ableitbar oder kein CoinGecko-Kandidat\\\",\\n \\\"candidate_count\\\": 0\\n },\\n {\\n \\\"symbol\\\": \\\"USD\\\",\\n \\\"coin_name\\\": \\\"Tether\\\",\\n \\\"suggested_coingecko_id\\\": \\\"unstable-states-dollar\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"GRT\\\",\\n \\\"coin_name\\\": \\\"The Graph\\\",\\n \\\"suggested_coingecko_id\\\": \\\"the-graph\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"USTC\\\",\\n \\\"coin_name\\\": \\\"Terra Classic\\\",\\n \\\"suggested_coingecko_id\\\": \\\"terrausd\\\",\\n \\\"status\\\": \\\"unsicher\\\",\\n \\\"reason\\\": \\\"Symbol hat 2 CoinGecko-Kandidaten; manuelle Bestätigung nötig\\\",\\n \\\"candidate_count\\\": 2\\n },\\n {\\n \\\"symbol\\\": \\\"VET\\\",\\n \\\"coin_name\\\": \\\"VeChain\\\",\\n \\\"suggested_coingecko_id\\\": \\\"vechain\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"VTHO\\\",\\n \\\"coin_name\\\": \\\"VTHO\\\",\\n \\\"suggested_coingecko_id\\\": \\\"vethor-token\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n },\\n {\\n \\\"symbol\\\": \\\"WILD\\\",\\n \\\"coin_name\\\": \\\"Wilder World\\\",\\n \\\"suggested_coingecko_id\\\": \\\"wilder-world\\\",\\n \\\"status\\\": \\\"sicher\\\",\\n \\\"reason\\\": \\\"Symbol hat genau einen CoinGecko-Kandidaten\\\",\\n \\\"candidate_count\\\": 1\\n }\\n ],\\n \\\"stablecoin_symbols_detected\\\": []\\n}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_I3nTNgm3LUYRst1NjDb13nrT"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_noUGZkABmurlIsE4xC7ngkqk",
"call_id": "call_noUGZkABmurlIsE4xC7ngkqk",
"response_item_id": "fc_002041bba6e51fe5016a0620dcd0a88191b1635e116270dc8a",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nTMPDIR=$(mktemp -d)\\ntrap 'rm -rf \\\"$TMPDIR\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$TMPDIR\\\" >/dev/null\\nFILE=$(find \\\"$TMPDIR\\\" -type f | head -n1)\\npython - \\\"$FILE\\\" <<'PY'\\nimport openpyxl, sys, json\\nfrom openpyxl.utils import get_column_letter\\nwb=openpyxl.load_workbook(sys.argv[1], data_only=False, read_only=False)\\nws=wb['2024']\\nprint(json.dumps({\\n 'hidden_columns':[get_column_letter(i) for i in range(1,ws.max_column+1) if ws.column_dimensions[get_column_letter(i)].hidden],\\n 'hidden_rows':[i for i in range(1,ws.max_row+1) if ws.row_dimensions[i].hidden],\\n 'merged_ranges':[str(r) for r in ws.merged_cells.ranges],\\n 'auto_filter': str(ws.auto_filter.ref) if ws.auto_filter else None,\\n 'freeze_panes': str(ws.freeze_panes) if ws.freeze_panes else None,\\n 'sheet_state':ws.sheet_state,\\n}, indent=2))\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering workbook dimensions**\n\nI'm trying to figure out how to get workbook dimensions and whether hidden columns are included. I think I can use openpyxl for this, but it shouldn't be in read-only mode to access the hidden columns properly. That seems like a logical step! I'll make sure to check that I have the right settings so I can retrieve all the necessary information accurately. It’s important to get it right!",
"reasoning_content": "**Considering workbook dimensions**\n\nI'm trying to figure out how to get workbook dimensions and whether hidden columns are included. I think I can use openpyxl for this, but it shouldn't be in read-only mode to access the hidden columns properly. That seems like a logical step! I'll make sure to check that I have the right settings so I can retrieve all the necessary information accurately. It’s important to get it right!",
"codex_reasoning_items": [
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"content": "Bestätigt, Sir. Ich habe die echte Datei **nur temporär aus Google Drive gelesen**, strukturell analysiert und danach den Temp-Kontext verworfen. \nKeine Datei wurde ins Repo kopiert, keine echten Mengen/Werte wurden ausgegeben oder committed, keine DB wurde produktiv verändert. Git-Status ist weiterhin clean.\n\n## 1. Dateityp und Struktur\n\nGefundene Datei auf Google Drive:\n\n- Name: `260514_ Zusammenstellung aller Coins.xlsx`\n- Typ: XLSX\n- Größe: ca. 17 KB\n- Tabellenblätter: 1\n- Sheet: `2024`\n- Struktur:\n - 53 Zeilen\n - 17 Spalten\n - keine versteckten Spalten\n - keine versteckten Zeilen\n - ein Merge-Bereich: `B1:F1`\n - kein Autofilter\n - keine Freeze Panes\n\nWichtig: Die Datei ist **keine klassische CSV-/Tabellenstruktur mit sauberer Header-Zeile**, sondern eher eine manuell gepflegte Bestandsübersicht.\n\n## 2. Erkannte Spaltenstruktur\n\n### Kontextzeile\n\nZeile 1 enthält Kontext-/Bewertungsinformationen:\n\n- `B1`: Snapshot-/Stichtagsdatum\n- `K1`: Label `USD / CHF`\n- `L1`: FX-Wert/Formel\n\nAuffälligkeit: Sheet heißt `2024`, Spaltenlabel verweist aber auf `CHF 31.12.2025`. Das muss vor produktiver Nutzung geklärt werden. Kleine Kalender-Kakophonie, sehr Excel.\n\n### Header-/Wallet-Zeile\n\nZeile 2 enthält die relevanten Wallet-/Plattformspalten:\n\n- Spalte A: kein expliziter Header, enthält Coin-/Asset-Label\n- Spalte B: `Swissborg`\n- Spalte C: `Coinbase`\n- Spalte D: `Binance`\n- Spalte E: `KuCoin`\n- Spalte F: `Metamask`\n- Spalte G: `FireFly IOTA`\n- Spalte H: `Yoloi Wallet`\n- Spalte I: `Nami Wallet`\n- Spalte J: `Total Coins`\n- Spalte K: `CHF 31.12.2025`\n- Spalte L: `Wert pro 1 Coin`\n- Spalten M–Q: leere Header, aber teilweise Formeln/Werte\n\n### Relevante Struktur\n\n- Asset-/Coin-Zeilen erkannt: 44\n- Leerzeilen nach Header: 6\n- Summen-/Totalzeile erkannt: 1\n- Kommentar-/unklassifizierte Zeilen: 0\n\n### Interpretation\n\n- Spalte A = Coin-/Asset-Label\n- Spalten B–I = Bestände je Wallet/Plattform\n- Spalte J = berechnete Gesamtmenge\n- Spalte K = Legacy-/Snapshot-Wert in CHF\n- Spalte L = Legacy-/Snapshot-Wert pro Coin\n- Spalten M–Q = teilweise berechnete Legacy-Werte je Wallet/Spalte, aber ohne Header und nicht sauber genug für Import\n\nFür unser System sollten **B–I als Mengenquelle** verwendet werden. \nSpalten J–Q sollten **nicht als aktuelle Bewertung** verwendet werden, sondern höchstens als Legacy-/Kontrollinformation.\n\n## 3. Wallet-Struktur\n\nErkannte Wallet-/Plattformnamen:\n\n- Swissborg\n- Coinbase\n- Binance\n- KuCoin\n- Metamask\n- FireFly IOTA\n- Yoloi Wallet\n- Nami Wallet\n\n### Normalisierungsvorschlag\n\n- `Swissborg` → `SwissBorg`\n - Typ: Exchange / Plattform\n - Provider: SwissBorg\n\n- `Coinbase` → `Coinbase`\n - Typ: Exchange\n - Provider: Coinbase\n\n- `Binance` → `Binance`\n - Typ: Exchange\n - Provider: Binance\n\n- `KuCoin` → `KuCoin`\n - Typ: Exchange\n - Provider: KuCoin\n\n- `Metamask` → `MetaMask`\n - Typ: Software Wallet / DeFi\n - Provider: MetaMask\n\n- `FireFly IOTA` → `Firefly IOTA Wallet`\n - Typ: Software Wallet\n - Provider: Firefly / IOTA\n\n- `Yoloi Wallet` → vermutlich `Yoroi Wallet`\n - Typ: Software Wallet\n - Provider: Yoroi / Cardano\n - Status: **manuell klären**, weil Schreibweise in Datei vermutlich Tippfehler ist\n\n- `Nami Wallet` → `Nami Wallet`\n - Typ: Software Wallet\n - Provider: Nami / Cardano\n\nKeine echten Wallet-Adressen in der Datei-Struktur erkannt. Gut so. Weniger Sprengstoff im Maschinenraum.\n\n## 4. Coin-Struktur\n\n### Erkannte Coin-/Asset-Labels\n\nOhne Mengen/Werte:\n\n- AAVE\n- ADA Cardano\n- Amp\n- Avalanche AVAX\n- Band Protocol BAND\n- Bitcoin BTC\n- BNB\n- CAKE Pancake\n- Celo CGLD\n- Chainlink\n- Compound COMP\n- Decentraland MANA\n- DOGE\n- Enjin ENJ\n- Ethereum ETH\n- FDUSD\n- Fetch.ai FET\n- Flare FLR\n- HBAR\n- HIGH Highstreet\n- IOTA IOT\n- LL Light Link\n- LUNA Terra\n- LUNC Terra Classic\n- NETVR\n- NIGHT\n- NuCypher NU\n- Ox ZRX\n- Polygon MATIC\n- Ripple XRP\n- SAND The Sandbox\n- SAROS\n- SKY\n- SOL Solana\n- S Sonic\n- Stellar Lumens XLM\n- Sundae\n- Swissborg\n- Tether USD\n- The Graph GRT\n- USTC Terra Classic\n- VeChain VET\n- VTHO\n- Wilder World WILD\n\n### CoinGecko-ID-Spalte\n\n- In der Datei selbst: **keine CoinGecko-ID-Spalte vorhanden**\n- Damit ist CoinGecko-Mapping zwingend ein separater Mapping-Schritt.\n- Symbol allein reicht nicht, weil diverse Symbole mehrdeutig sind oder Legacy-/Wrapped-/Chain-Varianten existieren.\n\n### Netzwerk-/Chain-Spalte\n\n- Keine explizite Netzwerk-/Chain-Spalte vorhanden.\n- Netzwerk/Chain ist aber für mehrere Assets fachlich relevant, z.B.:\n - Cardano-Wallets\n - IOTA/Firefly\n - MetaMask/DeFi\n - Stablecoins\n - Terra/Luna-Familie\n - Polygon/MATIC/POL-Migration\n - Sonic/SKY/NIGHT neuere oder umbenannte Assets\n\n## 5. Decimal-/Precision-Check\n\nStrukturell geprüft, ohne Werte auszugeben:\n\n- Nicht-leere Mengenzellen: 60\n- Mengen sind in Excel überwiegend als Zahl gespeichert, nicht als Text\n- Decimal-Parsing: alle erkannten Mengenzellen grundsätzlich parsebar\n- Dezimaltrennzeichen: Punkt-basiert\n- Komma-Dezimaltrennzeichen: keine relevante Nutzung erkannt\n- Tausendertrennzeichen: keine relevanten Kandidaten erkannt\n- Scientific-Notation-Kandidaten: vorhanden\n- Sehr kleine Mengen: vorhanden\n- Negative Mengen: keine erkannt\n- Quantity-Formelzellen in Wallet-Spalten: wenige vorhanden\n\n### Bewertung\n\nImport in unser `TEXT + Decimal`-Modell ist grundsätzlich möglich, aber:\n\n- Excel-Zahlen müssen beim Lesen sofort als `Decimal`/Text normalisiert werden.\n- Keine Float-Rundung in den Importpfad lassen.\n- Scientific notation muss in plain decimal text umgewandelt werden.\n- Formeln in Quantity-Spalten müssen im Dry Run gesondert markiert werden:\n - entweder berechneten Zellwert übernehmen\n - oder Zeile blockieren, falls Formel nicht nachvollziehbar ist\n\n## 6. Mapping-Vorschlag auf internes Modell\n\n### Quelle: XLSX Sheet `2024`\n\n#### Coin-/Asset-Spalte\n\n- Quellspalte: `A`\n- Ziel:\n - `crypto_assets.coin_name`\n - `crypto_assets.symbol`\n - später `crypto_holdings.asset_id`\n- Transformation:\n - Label in Symbol + Coin-Name splitten\n - Mapping-Tabelle anwenden\n - CoinGecko-ID aus separatem Mapping ergänzen\n- Pflichtfeld:\n - Symbol: ja\n - Coin-Name: empfohlen\n - CoinGecko-ID: empfohlen, für Bewertung nötig\n- Validierung:\n - Symbol nicht leer\n - Mapping eindeutig\n - Symbol-Konflikte blockieren\n- Warnung:\n - fehlendes Symbol\n - mehrdeutiges Symbol\n - CoinGecko-ID fehlt/unsicher\n - Legacy-/umbenannter Coin\n\n#### Wallet-/Plattformspalten\n\n- Quellspalten:\n - `B` Swissborg\n - `C` Coinbase\n - `D` Binance\n - `E` KuCoin\n - `F` Metamask\n - `G` FireFly IOTA\n - `H` Yoloi Wallet\n - `I` Nami Wallet\n- Ziel:\n - `crypto_wallets.wallet_name`\n - `crypto_wallets.wallet_type`\n - `crypto_wallets.provider`\n - `crypto_holdings.wallet_id`\n- Transformation:\n - Header normalisieren\n - kanonische Wallet-Namen anwenden\n - Wallet-Typ ableiten\n- Pflichtfeld:\n - Wallet-Name: ja\n - Wallet-Typ: ja\n - Provider: empfohlen\n- Validierung:\n - Wallet-Name eindeutig\n - Typ in erlaubtem Enum:\n - Hardware Wallet\n - Software Wallet\n - Exchange\n - Bank/Broker\n - DeFi\n - Sonstiges\n- Warnung:\n - Tippfehler/uneinheitliche Schreibweise\n - unbekannter Wallet-Typ\n - Provider unklar\n\n#### Mengen\n\n- Quellspalten:\n - B–I, je Asset-Zeile\n- Ziel:\n - `crypto_holdings.quantity`\n - alternativ Import-Ziel-CSV: `crypto_holdings_initial.csv`\n- Transformation:\n - leere Zellen ignorieren\n - Excel-Zahl/Formelwert als Decimal-Text normalisieren\n - keine Float-Konvertierung\n - Scientific notation in plain Decimal-String umwandeln\n- Pflichtfeld:\n - ja, falls Zeile als Holding importiert wird\n- Validierung:\n - Decimal parsebar\n - Menge > 0 für Initial Snapshot\n - keine negative Menge\n - keine nicht-numerischen Texte\n- Warnung:\n - Formelzelle\n - sehr kleine Menge\n - Rundungsrisiko durch Excel-Zahlformat\n - scientific notation\n\n#### Legacy-Werte / Preise\n\n- Quellspalten:\n - `J` Total Coins\n - `K` CHF Snapshot-Wert\n - `L` Wert pro 1 Coin\n - `M–Q` teilweise berechnete Wallet-Werte ohne Header\n- Ziel:\n - optional: `legacy_snapshot_value_chf`\n - optional: `legacy_snapshot_currency`\n - optional: `note`\n- Transformation:\n - nicht für aktuelle Bewertung verwenden\n - nur als Provenance/Kontrollinformation aufnehmen, falls explizit gewünscht\n- Pflichtfeld:\n - nein\n- Validierung:\n - nicht in aktuelle Valuation einrechnen\n - Stichtag klären\n- Warnung:\n - Legacy Snapshot Value vorhanden, aber ignoriert\n - unklare Spalten M–Q\n - Bewertungsdatum unklar\n\n#### Netzwerk/Chain\n\n- Quellspalte:\n - keine explizite Spalte vorhanden\n- Ziel:\n - vorerst `note` oder spätere `network_chain`-Spalte\n- Transformation:\n - aus Wallet/Asset nur vorsichtig ableiten\n- Pflichtfeld:\n - nein, aber für bestimmte Assets empfohlen\n- Validierung:\n - keine automatische Chain-Zuweisung bei Unsicherheit\n- Warnung:\n - Chain fehlt\n - Wrapped/bridged Asset möglich\n\n## 7. CoinGecko-Mapping-Status\n\nCoinGecko-Abgleich wurde nur gegen CoinGecko `coins/list` gemacht, also **keine Preisabfrage**.\n\n### Sicher / relativ sicher nach Symbol + Name\n\n- AAVE → `aave`\n- BAND → `band-protocol`\n- BNB → `binancecoin`\n- CAKE → `pancakeswap-token`\n- CELO → `celo`\n- COMP → `compound-governance-token`\n- ENJ → `enjincoin`\n- FDUSD → `first-digital-usd`\n- FET → `fetch-ai`\n- FLR → `flare-networks`\n- HBAR → `hedera-hashgraph`\n- LL → `lightlink`\n- ZRX → `0x`\n- XRP → `ripple`\n- SAROS → `saros-finance`\n- XLM → `stellar`\n- GRT → `the-graph`\n- VET → `vechain`\n- VTHO → `vethor-token`\n- WILD → `wilder-world`\n\n### Manuell bestätigen, obwohl Vorschlag naheliegt\n\nDiese sollten vor Import **nicht automatisch bestätigt** werden:\n\n- ADA / Cardano → wahrscheinlich `cardano`\n - Grund: mehrere CoinGecko-Kandidaten / Wrapped-Varianten möglich\n\n- AVAX / Avalanche → wahrscheinlich `avalanche-2`\n - Grund: mehrere Kandidaten\n\n- BTC / Bitcoin → wahrscheinlich `bitcoin`\n - Grund: viele Symbol-Kandidaten, Name macht es aber praktisch eindeutig\n\n- ETH / Ethereum → wahrscheinlich `ethereum`\n - Grund: viele Symbol-Kandidaten / bridged Varianten\n\n- DOGE → wahrscheinlich `dogecoin`\n - Grund: mehrere Kandidaten\n\n- MANA / Decentraland → wahrscheinlich `decentraland`\n - Grund: mehrere Kandidaten\n\n- HIGH / Highstreet → wahrscheinlich `highstreet`\n - Grund: mehrere Kandidaten\n\n- IOTA IOT → wahrscheinlich `iota`\n - Grund: Label enthält `IOT`, Symbol sollte vermutlich `IOTA` sein\n\n- LUNA / Terra → wahrscheinlich `terra-luna-2`\n - Grund: Terra/Luna-Legacy-Verwechslungsgefahr\n\n- LUNC / Terra Classic → wahrscheinlich Terra Classic / LUNC-ID\n - Grund: Terra-Familie stark konfliktträchtig\n\n- MATIC / Polygon → wahrscheinlich Legacy `matic-network` oder neues POL-Mapping prüfen\n - Grund: MATIC/POL-Migration\n\n- SAND / The Sandbox → wahrscheinlich `the-sandbox`\n - Grund: mehrere Kandidaten\n\n- SKY → unklar\n - Grund: Symbol mehrfach belegt / Maker-Sky-Kontext möglich\n\n- SOL / Solana → wahrscheinlich `solana`\n - Grund: viele Symbol-Kandidaten\n\n- S Sonic → wahrscheinlich Sonic, aber Symbol/Name aus Label unklar\n - Grund: Label muss bestätigt werden\n\n- USTC / Terra Classic → wahrscheinlich TerraClassicUSD / depegged Stablecoin\n - Grund: Terra-/USTC-Legacy, hohe Verwechslungsgefahr\n\n- NIGHT → vermutlich Midnight/NIGHT, aber manuell bestätigen\n - Grund: mehrere Kandidaten / neues Asset\n\n- NU / NuCypher → wahrscheinlich `nucypher`, aber Projektstatus/Migration prüfen\n - Grund: Legacy-/Migrationsthema\n\n- NETVR → wahrscheinlich Netvrk\n - Grund: Asset-Rebranding möglich\n\n### Fehlend oder unklar aus Datei-Label\n\n- Amp\n - vermutetes Symbol: `AMP`\n - vorgeschlagene ID: `amp-token`\n - Grund: Symbol steht nicht explizit im Label\n\n- Chainlink\n - vermutetes Symbol: `LINK`\n - vorgeschlagene ID: `chainlink`\n - Grund: Symbol steht nicht explizit im Label\n\n- Sundae\n - möglich: `SUNDAE`, vermutlich SundaeSwap-Kontext\n - CoinGecko-ID unklar\n - manuelle Bestätigung nötig\n\n- Swissborg\n - mögliches Symbol: `BORG`\n - vorgeschlagene ID vermutlich `swissborg`\n - Symbol steht nicht in Datei\n - manuelle Bestätigung nötig\n\n- Tether USD\n - vermutlich `USDT`\n - vorgeschlagene ID: `tether`\n - Datei-Label enthält `USD`, nicht explizit `USDT`\n - manuelle Bestätigung nötig\n\n### Stablecoins erkannt\n\nStrukturell/semantisch erkannt:\n\n- FDUSD\n- Tether USD / vermutlich USDT\n- USTC / Terra Classic USD\n\nHinweis: USTC ist kein normaler stabiler Stablecoin mehr; sollte als Legacy-/Risk-Flag behandelt werden.\n\n## 8. Dry-Run-Prozessvorschlag\n\n### A. Echte Datei lesen\n\n- Quelle: Google Drive\n- Download nur nach Runtime-/Temp-Pfad, niemals Repo\n- Datei nach Analyse wieder entfernen oder in verschlüsseltem Runtime-Import-Cache halten\n\n### B. Spalten normalisieren\n\n- Sheet auswählen: `2024`\n- Header-Struktur harden:\n - Zeile 1 = Kontext\n - Zeile 2 = Wallet-/Spaltenheader\n - Zeile 3+ = Asset-Zeilen\n- Leere Zeilen ignorieren\n- Summenzeilen blockieren\n- Spalten J–Q als Legacy/Berechnung markieren, nicht als Holding-Quelle\n\n### C. Wallet-Namen normalisieren\n\n- Mapping-Datei nur in Runtime, z.B.:\n - `runtime/imports/crypto_wallet_mapping.json`\n- Kanonische Namen anwenden\n- Tippfehler wie `Yoloi` → `Yoroi` als Warnung und manuelle Bestätigung\n\n### D. Coins/CoinGecko-IDs mappen\n\n- Runtime-Mapping-Datei, z.B.:\n - `runtime/imports/crypto_asset_mapping.csv`\n- Felder:\n - source_label\n - symbol\n - coin_name\n - coingecko_id\n - mapping_status\n - requires_manual_confirmation\n - note\n- Unsichere Coins blockieren, bis bestätigt\n\n### E. Mengen als Decimal-Text validieren\n\n- Excel-Zellwert lesen\n- Als `Decimal` normalisieren\n- Ausgabe immer als plain text, kein Float\n- Formeln markieren\n- Scientific notation konvertieren\n- Negative Mengen blockieren\n- Sehr kleine Mengen warnen, aber nicht automatisch blockieren\n\n### F. Ziel-CSV für Runtime erzeugen\n\nNur außerhalb des Repos, z.B.:\n\n- `runtime/imports/generated/crypto_wallets.csv`\n- `runtime/imports/generated/crypto_holdings_initial.csv`\n- `runtime/imports/generated/crypto_assets.csv`\n- optional:\n - `runtime/imports/generated/crypto_mapping_warnings.json`\n\nKeine dieser Dateien ins Git-Repo.\n\n### G. Import-Dry-Run gegen lokale DB\n\n- Nur Test-/Dry-Run-DB im Runtime-Ordner\n- Keine echte produktive DB final verändern\n- Importer mit `commit=False`\n- Import-Session/Audit nur in Dry-Run-DB oder separatem Dry-Run-Log\n\n### H. Fehler-/Warnbericht erzeugen\n\nNur Runtime-Reports-Ordner:\n\n- keine echten Mengen/Werte im Chat\n- Bericht mit Counts, Warnungskategorien, blockierten Zeilen\n- optional detaillierte Zeilennummern, aber ohne Mengen/Werte\n\n### I. Manuelle Freigabe einholen\n\nBlocker vor Freigabe:\n\n- unsichere CoinGecko-Mappings\n- fehlende Symbols\n- Wallet-Tippfehler\n- Chain-/Network-Fragen\n- Snapshot-Stichtag\n- Legacy-Wert-Behandlung\n\n### J. Erst danach Initial Snapshot committen\n\nGemeint ist hier: produktiv in die lokale Finanz-DB schreiben, **nicht Git-Commit**.\n\n- `crypto_assets`\n- `crypto_wallets`\n- `crypto_holdings`\n- ggf. `crypto_transactions` mit `transaction_type = initial_snapshot`\n- Audit-Log\n- keine echten Reports ins Repo\n\n## 9. Vorgeschlagene Dry-Run-Ausgabe\n\nDer spätere Dry Run sollte nur Counts und Status liefern:\n\n- Anzahl Zeilen gelesen\n- Anzahl Asset-Zeilen erkannt\n- Anzahl Wallets erkannt\n- Anzahl Coins erkannt\n- Anzahl Holdings erkannt\n- Anzahl fehlende CoinGecko-IDs\n- Anzahl unsichere Coin-Mappings\n- Anzahl Decimal-/Mengenprobleme\n- Anzahl Formel-Mengenzellen\n- Anzahl Scientific-Notation-Mengen\n- Anzahl sehr kleiner Mengen\n- Anzahl Zeilen mit fehlender Wallet\n- Anzahl Zeilen mit fehlendem Coin/Symbol\n- Anzahl Zeilen, die importierbar wären\n- Anzahl Zeilen, die blockiert würden\n- Anzahl Legacy-Wert-Spalten erkannt\n- Anzahl Legacy-Werte ignoriert\n\nKeine echten Mengen/Werte im Chat, außer Sie geben später ausdrücklich frei.\n\n## 10. Risiken / Unklarheiten\n\nWichtige offene Punkte:\n\n1. **Snapshot-Stichtag**\n - Datei/Sheet-Kontext ist widersprüchlich:\n - Sheet heißt `2024`\n - Spalte K spricht von `31.12.2025`\n - Bitte bestätigen, welcher Stichtag für Initial Snapshot gelten soll.\n\n2. **`Yoloi Wallet`**\n - Vermutlich `Yoroi Wallet`.\n - Bitte bestätigen, bevor normalisiert wird.\n\n3. **Coin ohne explizites Symbol**\n - Amp\n - Chainlink\n - Sundae\n - Swissborg\n - Tether USD\n - Hier braucht es manuelle Symbol-/ID-Bestätigung.\n\n4. **Mehrdeutige CoinGecko-Mappings**\n - BTC/ETH/SOL/ADA etc. sind fachlich klar, aber CoinGecko liefert mehrere Symbolkandidaten.\n - Der Dry Run sollte sie als “Vorschlag vorhanden, manuell zu bestätigen” markieren.\n\n5. **Terra-/Legacy-Coins**\n - LUNA, LUNC, USTC sind besonders fehleranfällig.\n - Diese bitte nicht automatisch importieren, ohne eindeutige IDs.\n\n6. **MATIC/POL**\n - Polygon/MATIC-Migration muss entschieden werden:\n - historisches MATIC behalten?\n - neues POL verwenden?\n - beide als getrennte Assets?\n - Für Initial Snapshot wahrscheinlich Quelllabel respektieren, aber CoinGecko-ID bewusst wählen.\n\n7. **Spalten M–Q**\n - Enthalten teilweise Legacy-Wertformeln, aber ohne Header.\n - Nicht importieren, außer später als reine Kontroll-/Legacy-Notiz.\n\n8. **Excel-Zahlenformat**\n - Mengen sind als Excel-Zahlen gespeichert.\n - Technisch parsebar, aber Import muss Decimal-Text erzwingen, um Rundungsartefakte zu minimieren.\n\n## 11. Importfähigkeit\n\nGrundsätzlich: **ja, die Datei ist importfähig als Initial-Snapshot-Quelle**, aber nur mit Mapping-/Dry-Run-Schicht.\n\nNicht direkt produktiv importfähig wegen:\n\n- fehlender CoinGecko-ID-Spalte\n- fehlender expliziter Netzwerk-/Chain-Spalte\n- nicht-standardisierter Header-Struktur\n- uneindeutiger/fehlender Symbols in einzelnen Labels\n- Legacy-/Bewertungsspalten, die nicht als aktuelle Werte verwendet werden dürfen\n- Stichtagsunklarheit\n- mindestens einem wahrscheinlichen Wallet-Tippfehler\n\n## 12. Was vor dem ersten echten Dry Run geklärt werden muss\n\nBitte bestätigen/entscheiden:\n\n1. Ist der Snapshot-Stichtag `31.12.2025`, trotz Sheetname `2024`?\n2. Soll `Yoloi Wallet` zu `Yoroi Wallet` normalisiert werden?\n3. Soll `Swissborg` kanonisch `SwissBorg` heißen?\n4. Soll `Metamask` kanonisch `MetaMask` heißen?\n5. Für `Tether USD`: ist das `USDT` / CoinGecko `tether`?\n6. Für `Swissborg`: ist das `BORG` / CoinGecko `swissborg`?\n7. Für `Sundae`: welches Asset exakt?\n8. Für `S Sonic`: ist das Sonic mit Symbol `S`?\n9. Für `NIGHT`: welches konkrete Asset?\n10. Für `MATIC`: altes MATIC behalten oder POL-Migration berücksichtigen?\n11. Sollen Legacy CHF-Werte aus K–Q überhaupt als Kontrollwerte gespeichert werden, oder komplett ignoriert?\n\n## 13. Sicherheitsstatus\n\n- Datei wurde nicht ins Repo kopiert.\n- Datei wurde nicht in `examples/`, `tests/fixtures/` oder `docs/` abgelegt.\n- Keine echten Mengen/Werte in der Antwort.\n- Keine echte DB produktiv verändert.\n- Keine Reports mit echten Zahlen erzeugt.\n- Keine echten Daten committed.\n- Git-Status: clean.\n\nNächster sauberer Schritt wäre: **Dry-Run-Importer als Code implementieren**, der genau diese Datei aus einem externen Runtime-Pfad verarbeitet und ausschließlich einen redigierten Warn-/Mapping-Bericht erzeugt.",
"reasoning": "**Curating coin suggestions**\n\nI need to create a final document in German, ensuring it’s concise while retaining necessary details. I want to avoid specific quantities, but include relevant file names and coin symbols. I'll reference the CoinGecko mapping table without listing quantities, focusing instead on correct manual suggestions rather than raw auto candidates. I’ll list various CoinGecko IDs for coins like AAVE, ADA, AMP, and others, making sure to clarify any uncertain statuses and using appropriate identifiers.\n**Confirming coin status**\n\nI need to clarify the IDs for the Terra family: LUNC is terra-luna, and LUNA2 is terra-luna-2; raw mistakenly noted luna-wormhole. I think I should mark their status as uncertain. I noticed NETVR is netvrk and wondered if NIGHT actually refers to midnight, which is also uncertain. For NU, it might be inactive, so I’ll keep that status uncertain too. \n\nI’ll check other coins like ZRX, MATIC, and others, ensuring I properly note their statuses and any necessary manual suggestions.\n**Normalizing wallet data**\n\nI'm dealing with a parser issue related to various cryptocurrencies, noting they include USDT, GRT, USTC, VET, VTHO, and WILD. I need to normalize some wallet names, ensuring they're consistent like Swissborg, Coinbase, Binance, KuCoin, and others. There's also some confusion with \"Yoloi Wallet,\" which should probably be \"Yoroi Wallet,\" and I'll need to clarify that. Plus, there's an odd date conflict in the spreadsheet—it's labeled as 31.12.2025 while the sheet tab suggests 2024. I'll clarify these points.\n**Clarifying output and structure**\n\nI need to check if the dry run output is allowed since it’s mainly a structural count, and it doesn’t include any real amounts or values. I want to mention that no file has been persisted and that the Git status is clean. The file was downloaded to a temp location and removed afterward, without any commits. I also need a mapping plan, but the Telegram format will be a bullet list instead of a table. Additionally, there are blockers for importing due to missing CG IDs, chain, and date ambiguity. I must note that this isn't a productive import yet.",
"reasoning_content": "**Curating coin suggestions**\n\nI need to create a final document in German, ensuring it’s concise while retaining necessary details. I want to avoid specific quantities, but include relevant file names and coin symbols. I'll reference the CoinGecko mapping table without listing quantities, focusing instead on correct manual suggestions rather than raw auto candidates. I’ll list various CoinGecko IDs for coins like AAVE, ADA, AMP, and others, making sure to clarify any uncertain statuses and using appropriate identifiers.\n**Confirming coin status**\n\nI need to clarify the IDs for the Terra family: LUNC is terra-luna, and LUNA2 is terra-luna-2; raw mistakenly noted luna-wormhole. I think I should mark their status as uncertain. I noticed NETVR is netvrk and wondered if NIGHT actually refers to midnight, which is also uncertain. For NU, it might be inactive, so I’ll keep that status uncertain too. \n\nI’ll check other coins like ZRX, MATIC, and others, ensuring I properly note their statuses and any necessary manual suggestions.\n**Normalizing wallet data**\n\nI'm dealing with a parser issue related to various cryptocurrencies, noting they include USDT, GRT, USTC, VET, VTHO, and WILD. I need to normalize some wallet names, ensuring they're consistent like Swissborg, Coinbase, Binance, KuCoin, and others. There's also some confusion with \"Yoloi Wallet,\" which should probably be \"Yoroi Wallet,\" and I'll need to clarify that. Plus, there's an odd date conflict in the spreadsheet—it's labeled as 31.12.2025 while the sheet tab suggests 2024. I'll clarify these points.\n**Clarifying output and structure**\n\nI need to check if the dry run output is allowed since it’s mainly a structural count, and it doesn’t include any real amounts or values. I want to mention that no file has been persisted and that the Git status is clean. The file was downloaded to a temp location and removed afterward, without any commits. I also need a mapping plan, but the Telegram format will be a bullet list instead of a table. Additionally, there are blockers for importing due to missing CG IDs, chain, and date ambiguity. I must note that this isn't a productive import yet.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": 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"id": "rs_002041bba6e51fe5016a0620f17d2c81918068bad6c2a86a0a",
"summary": [
{
"type": "summary_text",
"text": "**Curating coin suggestions**\n\nI need to create a final document in German, ensuring it’s concise while retaining necessary details. I want to avoid specific quantities, but include relevant file names and coin symbols. I'll reference the CoinGecko mapping table without listing quantities, focusing instead on correct manual suggestions rather than raw auto candidates. I’ll list various CoinGecko IDs for coins like AAVE, ADA, AMP, and others, making sure to clarify any uncertain statuses and using appropriate identifiers."
},
{
"type": "summary_text",
"text": "**Confirming coin status**\n\nI need to clarify the IDs for the Terra family: LUNC is terra-luna, and LUNA2 is terra-luna-2; raw mistakenly noted luna-wormhole. I think I should mark their status as uncertain. I noticed NETVR is netvrk and wondered if NIGHT actually refers to midnight, which is also uncertain. For NU, it might be inactive, so I’ll keep that status uncertain too. \n\nI’ll check other coins like ZRX, MATIC, and others, ensuring I properly note their statuses and any necessary manual suggestions."
},
{
"type": "summary_text",
"text": "**Normalizing wallet data**\n\nI'm dealing with a parser issue related to various cryptocurrencies, noting they include USDT, GRT, USTC, VET, VTHO, and WILD. I need to normalize some wallet names, ensuring they're consistent like Swissborg, Coinbase, Binance, KuCoin, and others. There's also some confusion with \"Yoloi Wallet,\" which should probably be \"Yoroi Wallet,\" and I'll need to clarify that. Plus, there's an odd date conflict in the spreadsheet—it's labeled as 31.12.2025 while the sheet tab suggests 2024. I'll clarify these points."
},
{
"type": "summary_text",
"text": "**Clarifying output and structure**\n\nI need to check if the dry run output is allowed since it’s mainly a structural count, and it doesn’t include any real amounts or values. I want to mention that no file has been persisted and that the Git status is clean. The file was downloaded to a temp location and removed afterward, without any commits. I also need a mapping plan, but the Telegram format will be a bullet list instead of a table. Additionally, there are blockers for importing due to missing CG IDs, chain, and date ambiguity. I must note that this isn't a productive import yet."
}
]
}
],
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Bestätigt, Sir. Ich habe die echte Datei **nur temporär aus Google Drive gelesen**, strukturell analysiert und danach den Temp-Kontext verworfen. \nKeine Datei wurde ins Repo kopiert, keine echten Mengen/Werte wurden ausgegeben oder committed, keine DB wurde produktiv verändert. Git-Status ist weiterhin clean.\n\n## 1. Dateityp und Struktur\n\nGefundene Datei auf Google Drive:\n\n- Name: `260514_ Zusammenstellung aller Coins.xlsx`\n- Typ: XLSX\n- Größe: ca. 17 KB\n- Tabellenblätter: 1\n- Sheet: `2024`\n- Struktur:\n - 53 Zeilen\n - 17 Spalten\n - keine versteckten Spalten\n - keine versteckten Zeilen\n - ein Merge-Bereich: `B1:F1`\n - kein Autofilter\n - keine Freeze Panes\n\nWichtig: Die Datei ist **keine klassische CSV-/Tabellenstruktur mit sauberer Header-Zeile**, sondern eher eine manuell gepflegte Bestandsübersicht.\n\n## 2. Erkannte Spaltenstruktur\n\n### Kontextzeile\n\nZeile 1 enthält Kontext-/Bewertungsinformationen:\n\n- `B1`: Snapshot-/Stichtagsdatum\n- `K1`: Label `USD / CHF`\n- `L1`: FX-Wert/Formel\n\nAuffälligkeit: Sheet heißt `2024`, Spaltenlabel verweist aber auf `CHF 31.12.2025`. Das muss vor produktiver Nutzung geklärt werden. Kleine Kalender-Kakophonie, sehr Excel.\n\n### Header-/Wallet-Zeile\n\nZeile 2 enthält die relevanten Wallet-/Plattformspalten:\n\n- Spalte A: kein expliziter Header, enthält Coin-/Asset-Label\n- Spalte B: `Swissborg`\n- Spalte C: `Coinbase`\n- Spalte D: `Binance`\n- Spalte E: `KuCoin`\n- Spalte F: `Metamask`\n- Spalte G: `FireFly IOTA`\n- Spalte H: `Yoloi Wallet`\n- Spalte I: `Nami Wallet`\n- Spalte J: `Total Coins`\n- Spalte K: `CHF 31.12.2025`\n- Spalte L: `Wert pro 1 Coin`\n- Spalten M–Q: leere Header, aber teilweise Formeln/Werte\n\n### Relevante Struktur\n\n- Asset-/Coin-Zeilen erkannt: 44\n- Leerzeilen nach Header: 6\n- Summen-/Totalzeile erkannt: 1\n- Kommentar-/unklassifizierte Zeilen: 0\n\n### Interpretation\n\n- Spalte A = Coin-/Asset-Label\n- Spalten B–I = Bestände je Wallet/Plattform\n- Spalte J = berechnete Gesamtmenge\n- Spalte K = Legacy-/Snapshot-Wert in CHF\n- Spalte L = Legacy-/Snapshot-Wert pro Coin\n- Spalten M–Q = teilweise berechnete Legacy-Werte je Wallet/Spalte, aber ohne Header und nicht sauber genug für Import\n\nFür unser System sollten **B–I als Mengenquelle** verwendet werden. \nSpalten J–Q sollten **nicht als aktuelle Bewertung** verwendet werden, sondern höchstens als Legacy-/Kontrollinformation.\n\n## 3. Wallet-Struktur\n\nErkannte Wallet-/Plattformnamen:\n\n- Swissborg\n- Coinbase\n- Binance\n- KuCoin\n- Metamask\n- FireFly IOTA\n- Yoloi Wallet\n- Nami Wallet\n\n### Normalisierungsvorschlag\n\n- `Swissborg` → `SwissBorg`\n - Typ: Exchange / Plattform\n - Provider: SwissBorg\n\n- `Coinbase` → `Coinbase`\n - Typ: Exchange\n - Provider: Coinbase\n\n- `Binance` → `Binance`\n - Typ: Exchange\n - Provider: Binance\n\n- `KuCoin` → `KuCoin`\n - Typ: Exchange\n - Provider: KuCoin\n\n- `Metamask` → `MetaMask`\n - Typ: Software Wallet / DeFi\n - Provider: MetaMask\n\n- `FireFly IOTA` → `Firefly IOTA Wallet`\n - Typ: Software Wallet\n - Provider: Firefly / IOTA\n\n- `Yoloi Wallet` → vermutlich `Yoroi Wallet`\n - Typ: Software Wallet\n - Provider: Yoroi / Cardano\n - Status: **manuell klären**, weil Schreibweise in Datei vermutlich Tippfehler ist\n\n- `Nami Wallet` → `Nami Wallet`\n - Typ: Software Wallet\n - Provider: Nami / Cardano\n\nKeine echten Wallet-Adressen in der Datei-Struktur erkannt. Gut so. Weniger Sprengstoff im Maschinenraum.\n\n## 4. Coin-Struktur\n\n### Erkannte Coin-/Asset-Labels\n\nOhne Mengen/Werte:\n\n- AAVE\n- ADA Cardano\n- Amp\n- Avalanche AVAX\n- Band Protocol BAND\n- Bitcoin BTC\n- BNB\n- CAKE Pancake\n- Celo CGLD\n- Chainlink\n- Compound COMP\n- Decentraland MANA\n- DOGE\n- Enjin ENJ\n- Ethereum ETH\n- FDUSD\n- Fetch.ai FET\n- Flare FLR\n- HBAR\n- HIGH Highstreet\n- IOTA IOT\n- LL Light Link\n- LUNA Terra\n- LUNC Terra Classic\n- NETVR\n- NIGHT\n- NuCypher NU\n- Ox ZRX\n- Polygon MATIC\n- Ripple XRP\n- SAND The Sandbox\n- SAROS\n- SKY\n- SOL Solana\n- S Sonic\n- Stellar Lumens XLM\n- Sundae\n- Swissborg\n- Tether USD\n- The Graph GRT\n- USTC Terra Classic\n- VeChain VET\n- VTHO\n- Wilder World WILD\n\n### CoinGecko-ID-Spalte\n\n- In der Datei selbst: **keine CoinGecko-ID-Spalte vorhanden**\n- Damit ist CoinGecko-Mapping zwingend ein separater Mapping-Schritt.\n- Symbol allein reicht nicht, weil diverse Symbole mehrdeutig sind oder Legacy-/Wrapped-/Chain-Varianten existieren.\n\n### Netzwerk-/Chain-Spalte\n\n- Keine explizite Netzwerk-/Chain-Spalte vorhanden.\n- Netzwerk/Chain ist aber für mehrere Assets fachlich relevant, z.B.:\n - Cardano-Wallets\n - IOTA/Firefly\n - MetaMask/DeFi\n - Stablecoins\n - Terra/Luna-Familie\n - Polygon/MATIC/POL-Migration\n - Sonic/SKY/NIGHT neuere oder umbenannte Assets\n\n## 5. Decimal-/Precision-Check\n\nStrukturell geprüft, ohne Werte auszugeben:\n\n- Nicht-leere Mengenzellen: 60\n- Mengen sind in Excel überwiegend als Zahl gespeichert, nicht als Text\n- Decimal-Parsing: alle erkannten Mengenzellen grundsätzlich parsebar\n- Dezimaltrennzeichen: Punkt-basiert\n- Komma-Dezimaltrennzeichen: keine relevante Nutzung erkannt\n- Tausendertrennzeichen: keine relevanten Kandidaten erkannt\n- Scientific-Notation-Kandidaten: vorhanden\n- Sehr kleine Mengen: vorhanden\n- Negative Mengen: keine erkannt\n- Quantity-Formelzellen in Wallet-Spalten: wenige vorhanden\n\n### Bewertung\n\nImport in unser `TEXT + Decimal`-Modell ist grundsätzlich möglich, aber:\n\n- Excel-Zahlen müssen beim Lesen sofort als `Decimal`/Text normalisiert werden.\n- Keine Float-Rundung in den Importpfad lassen.\n- Scientific notation muss in plain decimal text umgewandelt werden.\n- Formeln in Quantity-Spalten müssen im Dry Run gesondert markiert werden:\n - entweder berechneten Zellwert übernehmen\n - oder Zeile blockieren, falls Formel nicht nachvollziehbar ist\n\n## 6. Mapping-Vorschlag auf internes Modell\n\n### Quelle: XLSX Sheet `2024`\n\n#### Coin-/Asset-Spalte\n\n- Quellspalte: `A`\n- Ziel:\n - `crypto_assets.coin_name`\n - `crypto_assets.symbol`\n - später `crypto_holdings.asset_id`\n- Transformation:\n - Label in Symbol + Coin-Name splitten\n - Mapping-Tabelle anwenden\n - CoinGecko-ID aus separatem Mapping ergänzen\n- Pflichtfeld:\n - Symbol: ja\n - Coin-Name: empfohlen\n - CoinGecko-ID: empfohlen, für Bewertung nötig\n- Validierung:\n - Symbol nicht leer\n - Mapping eindeutig\n - Symbol-Konflikte blockieren\n- Warnung:\n - fehlendes Symbol\n - mehrdeutiges Symbol\n - CoinGecko-ID fehlt/unsicher\n - Legacy-/umbenannter Coin\n\n#### Wallet-/Plattformspalten\n\n- Quellspalten:\n - `B` Swissborg\n - `C` Coinbase\n - `D` Binance\n - `E` KuCoin\n - `F` Metamask\n - `G` FireFly IOTA\n - `H` Yoloi Wallet\n - `I` Nami Wallet\n- Ziel:\n - `crypto_wallets.wallet_name`\n - `crypto_wallets.wallet_type`\n - `crypto_wallets.provider`\n - `crypto_holdings.wallet_id`\n- Transformation:\n - Header normalisieren\n - kanonische Wallet-Namen anwenden\n - Wallet-Typ ableiten\n- Pflichtfeld:\n - Wallet-Name: ja\n - Wallet-Typ: ja\n - Provider: empfohlen\n- Validierung:\n - Wallet-Name eindeutig\n - Typ in erlaubtem Enum:\n - Hardware Wallet\n - Software Wallet\n - Exchange\n - Bank/Broker\n - DeFi\n - Sonstiges\n- Warnung:\n - Tippfehler/uneinheitliche Schreibweise\n - unbekannter Wallet-Typ\n - Provider unklar\n\n#### Mengen\n\n- Quellspalten:\n - B–I, je Asset-Zeile\n- Ziel:\n - `crypto_holdings.quantity`\n - alternativ Import-Ziel-CSV: `crypto_holdings_initial.csv`\n- Transformation:\n - leere Zellen ignorieren\n - Excel-Zahl/Formelwert als Decimal-Text normalisieren\n - keine Float-Konvertierung\n - Scientific notation in plain Decimal-String umwandeln\n- Pflichtfeld:\n - ja, falls Zeile als Holding importiert wird\n- Validierung:\n - Decimal parsebar\n - Menge > 0 für Initial Snapshot\n - keine negative Menge\n - keine nicht-numerischen Texte\n- Warnung:\n - Formelzelle\n - sehr kleine Menge\n - Rundungsrisiko durch Excel-Zahlformat\n - scientific notation\n\n#### Legacy-Werte / Preise\n\n- Quellspalten:\n - `J` Total Coins\n - `K` CHF Snapshot-Wert\n - `L` Wert pro 1 Coin\n - `M–Q` teilweise berechnete Wallet-Werte ohne Header\n- Ziel:\n - optional: `legacy_snapshot_value_chf`\n - optional: `legacy_snapshot_currency`\n - optional: `note`\n- Transformation:\n - nicht für aktuelle Bewertung verwenden\n - nur als Provenance/Kontrollinformation aufnehmen, falls explizit gewünscht\n- Pflichtfeld:\n - nein\n- Validierung:\n - nicht in aktuelle Valuation einrechnen\n - Stichtag klären\n- Warnung:\n - Legacy Snapshot Value vorhanden, aber ignoriert\n - unklare Spalten M–Q\n - Bewertungsdatum unklar\n\n#### Netzwerk/Chain\n\n- Quellspalte:\n - keine explizite Spalte vorhanden\n- Ziel:\n - vorerst `note` oder spätere `network_chain`-Spalte\n- Transformation:\n - aus Wallet/Asset nur vorsichtig ableiten\n- Pflichtfeld:\n - nein, aber für bestimmte Assets empfohlen\n- Validierung:\n - keine automatische Chain-Zuweisung bei Unsicherheit\n- Warnung:\n - Chain fehlt\n - Wrapped/bridged Asset möglich\n\n## 7. CoinGecko-Mapping-Status\n\nCoinGecko-Abgleich wurde nur gegen CoinGecko `coins/list` gemacht, also **keine Preisabfrage**.\n\n### Sicher / relativ sicher nach Symbol + Name\n\n- AAVE → `aave`\n- BAND → `band-protocol`\n- BNB → `binancecoin`\n- CAKE → `pancakeswap-token`\n- CELO → `celo`\n- COMP → `compound-governance-token`\n- ENJ → `enjincoin`\n- FDUSD → `first-digital-usd`\n- FET → `fetch-ai`\n- FLR → `flare-networks`\n- HBAR → `hedera-hashgraph`\n- LL → `lightlink`\n- ZRX → `0x`\n- XRP → `ripple`\n- SAROS → `saros-finance`\n- XLM → `stellar`\n- GRT → `the-graph`\n- VET → `vechain`\n- VTHO → `vethor-token`\n- WILD → `wilder-world`\n\n### Manuell bestätigen, obwohl Vorschlag naheliegt\n\nDiese sollten vor Import **nicht automatisch bestätigt** werden:\n\n- ADA / Cardano → wahrscheinlich `cardano`\n - Grund: mehrere CoinGecko-Kandidaten / Wrapped-Varianten möglich\n\n- AVAX / Avalanche → wahrscheinlich `avalanche-2`\n - Grund: mehrere Kandidaten\n\n- BTC / Bitcoin → wahrscheinlich `bitcoin`\n - Grund: viele Symbol-Kandidaten, Name macht es aber praktisch eindeutig\n\n- ETH / Ethereum → wahrscheinlich `ethereum`\n - Grund: viele Symbol-Kandidaten / bridged Varianten\n\n- DOGE → wahrscheinlich `dogecoin`\n - Grund: mehrere Kandidaten\n\n- MANA / Decentraland → wahrscheinlich `decentraland`\n - Grund: mehrere Kandidaten\n\n- HIGH / Highstreet → wahrscheinlich `highstreet`\n - Grund: mehrere Kandidaten\n\n- IOTA IOT → wahrscheinlich `iota`\n - Grund: Label enthält `IOT`, Symbol sollte vermutlich `IOTA` sein\n\n- LUNA / Terra → wahrscheinlich `terra-luna-2`\n - Grund: Terra/Luna-Legacy-Verwechslungsgefahr\n\n- LUNC / Terra Classic → wahrscheinlich Terra Classic / LUNC-ID\n - Grund: Terra-Familie stark konfliktträchtig\n\n- MATIC / Polygon → wahrscheinlich Legacy `matic-network` oder neues POL-Mapping prüfen\n - Grund: MATIC/POL-Migration\n\n- SAND / The Sandbox → wahrscheinlich `the-sandbox`\n - Grund: mehrere Kandidaten\n\n- SKY → unklar\n - Grund: Symbol mehrfach belegt / Maker-Sky-Kontext möglich\n\n- SOL / Solana → wahrscheinlich `solana`\n - Grund: viele Symbol-Kandidaten\n\n- S Sonic → wahrscheinlich Sonic, aber Symbol/Name aus Label unklar\n - Grund: Label muss bestätigt werden\n\n- USTC / Terra Classic → wahrscheinlich TerraClassicUSD / depegged Stablecoin\n - Grund: Terra-/USTC-Legacy, hohe Verwechslungsgefahr\n\n- NIGHT → vermutlich Midnight/NIGHT, aber manuell bestätigen\n - Grund: mehrere Kandidaten / neues Asset\n\n- NU / NuCypher → wahrscheinlich `nucypher`, aber Projektstatus/Migration prüfen\n - Grund: Legacy-/Migrationsthema\n\n- NETVR → wahrscheinlich Netvrk\n - Grund: Asset-Rebranding möglich\n\n### Fehlend oder unklar aus Datei-Label\n\n- Amp\n - vermutetes Symbol: `AMP`\n - vorgeschlagene ID: `amp-token`\n - Grund: Symbol steht nicht explizit im Label\n\n- Chainlink\n - vermutetes Symbol: `LINK`\n - vorgeschlagene ID: `chainlink`\n - Grund: Symbol steht nicht explizit im Label\n\n- Sundae\n - möglich: `SUNDAE`, vermutlich SundaeSwap-Kontext\n - CoinGecko-ID unklar\n - manuelle Bestätigung nötig\n\n- Swissborg\n - mögliches Symbol: `BORG`\n - vorgeschlagene ID vermutlich `swissborg`\n - Symbol steht nicht in Datei\n - manuelle Bestätigung nötig\n\n- Tether USD\n - vermutlich `USDT`\n - vorgeschlagene ID: `tether`\n - Datei-Label enthält `USD`, nicht explizit `USDT`\n - manuelle Bestätigung nötig\n\n### Stablecoins erkannt\n\nStrukturell/semantisch erkannt:\n\n- FDUSD\n- Tether USD / vermutlich USDT\n- USTC / Terra Classic USD\n\nHinweis: USTC ist kein normaler stabiler Stablecoin mehr; sollte als Legacy-/Risk-Flag behandelt werden.\n\n## 8. Dry-Run-Prozessvorschlag\n\n### A. Echte Datei lesen\n\n- Quelle: Google Drive\n- Download nur nach Runtime-/Temp-Pfad, niemals Repo\n- Datei nach Analyse wieder entfernen oder in verschlüsseltem Runtime-Import-Cache halten\n\n### B. Spalten normalisieren\n\n- Sheet auswählen: `2024`\n- Header-Struktur harden:\n - Zeile 1 = Kontext\n - Zeile 2 = Wallet-/Spaltenheader\n - Zeile 3+ = Asset-Zeilen\n- Leere Zeilen ignorieren\n- Summenzeilen blockieren\n- Spalten J–Q als Legacy/Berechnung markieren, nicht als Holding-Quelle\n\n### C. Wallet-Namen normalisieren\n\n- Mapping-Datei nur in Runtime, z.B.:\n - `runtime/imports/crypto_wallet_mapping.json`\n- Kanonische Namen anwenden\n- Tippfehler wie `Yoloi` → `Yoroi` als Warnung und manuelle Bestätigung\n\n### D. Coins/CoinGecko-IDs mappen\n\n- Runtime-Mapping-Datei, z.B.:\n - `runtime/imports/crypto_asset_mapping.csv`\n- Felder:\n - source_label\n - symbol\n - coin_name\n - coingecko_id\n - mapping_status\n - requires_manual_confirmation\n - note\n- Unsichere Coins blockieren, bis bestätigt\n\n### E. Mengen als Decimal-Text validieren\n\n- Excel-Zellwert lesen\n- Als `Decimal` normalisieren\n- Ausgabe immer als plain text, kein Float\n- Formeln markieren\n- Scientific notation konvertieren\n- Negative Mengen blockieren\n- Sehr kleine Mengen warnen, aber nicht automatisch blockieren\n\n### F. Ziel-CSV für Runtime erzeugen\n\nNur außerhalb des Repos, z.B.:\n\n- `runtime/imports/generated/crypto_wallets.csv`\n- `runtime/imports/generated/crypto_holdings_initial.csv`\n- `runtime/imports/generated/crypto_assets.csv`\n- optional:\n - `runtime/imports/generated/crypto_mapping_warnings.json`\n\nKeine dieser Dateien ins Git-Repo.\n\n### G. Import-Dry-Run gegen lokale DB\n\n- Nur Test-/Dry-Run-DB im Runtime-Ordner\n- Keine echte produktive DB final verändern\n- Importer mit `commit=False`\n- Import-Session/Audit nur in Dry-Run-DB oder separatem Dry-Run-Log\n\n### H. Fehler-/Warnbericht erzeugen\n\nNur Runtime-Reports-Ordner:\n\n- keine echten Mengen/Werte im Chat\n- Bericht mit Counts, Warnungskategorien, blockierten Zeilen\n- optional detaillierte Zeilennummern, aber ohne Mengen/Werte\n\n### I. Manuelle Freigabe einholen\n\nBlocker vor Freigabe:\n\n- unsichere CoinGecko-Mappings\n- fehlende Symbols\n- Wallet-Tippfehler\n- Chain-/Network-Fragen\n- Snapshot-Stichtag\n- Legacy-Wert-Behandlung\n\n### J. Erst danach Initial Snapshot committen\n\nGemeint ist hier: produktiv in die lokale Finanz-DB schreiben, **nicht Git-Commit**.\n\n- `crypto_assets`\n- `crypto_wallets`\n- `crypto_holdings`\n- ggf. `crypto_transactions` mit `transaction_type = initial_snapshot`\n- Audit-Log\n- keine echten Reports ins Repo\n\n## 9. Vorgeschlagene Dry-Run-Ausgabe\n\nDer spätere Dry Run sollte nur Counts und Status liefern:\n\n- Anzahl Zeilen gelesen\n- Anzahl Asset-Zeilen erkannt\n- Anzahl Wallets erkannt\n- Anzahl Coins erkannt\n- Anzahl Holdings erkannt\n- Anzahl fehlende CoinGecko-IDs\n- Anzahl unsichere Coin-Mappings\n- Anzahl Decimal-/Mengenprobleme\n- Anzahl Formel-Mengenzellen\n- Anzahl Scientific-Notation-Mengen\n- Anzahl sehr kleiner Mengen\n- Anzahl Zeilen mit fehlender Wallet\n- Anzahl Zeilen mit fehlendem Coin/Symbol\n- Anzahl Zeilen, die importierbar wären\n- Anzahl Zeilen, die blockiert würden\n- Anzahl Legacy-Wert-Spalten erkannt\n- Anzahl Legacy-Werte ignoriert\n\nKeine echten Mengen/Werte im Chat, außer Sie geben später ausdrücklich frei.\n\n## 10. Risiken / Unklarheiten\n\nWichtige offene Punkte:\n\n1. **Snapshot-Stichtag**\n - Datei/Sheet-Kontext ist widersprüchlich:\n - Sheet heißt `2024`\n - Spalte K spricht von `31.12.2025`\n - Bitte bestätigen, welcher Stichtag für Initial Snapshot gelten soll.\n\n2. **`Yoloi Wallet`**\n - Vermutlich `Yoroi Wallet`.\n - Bitte bestätigen, bevor normalisiert wird.\n\n3. **Coin ohne explizites Symbol**\n - Amp\n - Chainlink\n - Sundae\n - Swissborg\n - Tether USD\n - Hier braucht es manuelle Symbol-/ID-Bestätigung.\n\n4. **Mehrdeutige CoinGecko-Mappings**\n - BTC/ETH/SOL/ADA etc. sind fachlich klar, aber CoinGecko liefert mehrere Symbolkandidaten.\n - Der Dry Run sollte sie als “Vorschlag vorhanden, manuell zu bestätigen” markieren.\n\n5. **Terra-/Legacy-Coins**\n - LUNA, LUNC, USTC sind besonders fehleranfällig.\n - Diese bitte nicht automatisch importieren, ohne eindeutige IDs.\n\n6. **MATIC/POL**\n - Polygon/MATIC-Migration muss entschieden werden:\n - historisches MATIC behalten?\n - neues POL verwenden?\n - beide als getrennte Assets?\n - Für Initial Snapshot wahrscheinlich Quelllabel respektieren, aber CoinGecko-ID bewusst wählen.\n\n7. **Spalten M–Q**\n - Enthalten teilweise Legacy-Wertformeln, aber ohne Header.\n - Nicht importieren, außer später als reine Kontroll-/Legacy-Notiz.\n\n8. **Excel-Zahlenformat**\n - Mengen sind als Excel-Zahlen gespeichert.\n - Technisch parsebar, aber Import muss Decimal-Text erzwingen, um Rundungsartefakte zu minimieren.\n\n## 11. Importfähigkeit\n\nGrundsätzlich: **ja, die Datei ist importfähig als Initial-Snapshot-Quelle**, aber nur mit Mapping-/Dry-Run-Schicht.\n\nNicht direkt produktiv importfähig wegen:\n\n- fehlender CoinGecko-ID-Spalte\n- fehlender expliziter Netzwerk-/Chain-Spalte\n- nicht-standardisierter Header-Struktur\n- uneindeutiger/fehlender Symbols in einzelnen Labels\n- Legacy-/Bewertungsspalten, die nicht als aktuelle Werte verwendet werden dürfen\n- Stichtagsunklarheit\n- mindestens einem wahrscheinlichen Wallet-Tippfehler\n\n## 12. Was vor dem ersten echten Dry Run geklärt werden muss\n\nBitte bestätigen/entscheiden:\n\n1. Ist der Snapshot-Stichtag `31.12.2025`, trotz Sheetname `2024`?\n2. Soll `Yoloi Wallet` zu `Yoroi Wallet` normalisiert werden?\n3. Soll `Swissborg` kanonisch `SwissBorg` heißen?\n4. Soll `Metamask` kanonisch `MetaMask` heißen?\n5. Für `Tether USD`: ist das `USDT` / CoinGecko `tether`?\n6. Für `Swissborg`: ist das `BORG` / CoinGecko `swissborg`?\n7. Für `Sundae`: welches Asset exakt?\n8. Für `S Sonic`: ist das Sonic mit Symbol `S`?\n9. Für `NIGHT`: welches konkrete Asset?\n10. Für `MATIC`: altes MATIC behalten oder POL-Migration berücksichtigen?\n11. Sollen Legacy CHF-Werte aus K–Q überhaupt als Kontrollwerte gespeichert werden, oder komplett ignoriert?\n\n## 13. Sicherheitsstatus\n\n- Datei wurde nicht ins Repo kopiert.\n- Datei wurde nicht in `examples/`, `tests/fixtures/` oder `docs/` abgelegt.\n- Keine echten Mengen/Werte in der Antwort.\n- Keine echte DB produktiv verändert.\n- Keine Reports mit echten Zahlen erzeugt.\n- Keine echten Daten committed.\n- Git-Status: clean.\n\nNächster sauberer Schritt wäre: **Dry-Run-Importer als Code implementieren**, der genau diese Datei aus einem externen Runtime-Pfad verarbeitet und ausschließlich einen redigierten Warn-/Mapping-Bericht erzeugt."
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"content": "[M G] Sehr gut. Danke für die strukturelle Analyse der Datei\n\"260514_ Zusammenstellung aller Coins.xlsx\".\n\nIch gebe nun die Mapping-Entscheidungen für den ersten kontrollierten Dry Run frei.\n\nWichtig:\n\n* Weiterhin kein produktiver Import.\n* Weiterhin keine echten Daten ins Git-Repository.\n* Keine echten Mengen/Werte in die Antwort schreiben.\n* Keine Reports mit echten Zahlen ins Repo.\n* Die echte Datei nur aus sicherem Runtime-/Temp-Kontext lesen.\n* Ziel ist jetzt ein Import-Dry-Run und Mapping-Test, kein finaler Import.\n\nMeine Entscheidungen:\n\n1. Wallet-Normalisierung\n Bitte normalisieren:\n\n* Yoloi Wallet → Yoroi Wallet\n* Swissborg → SwissBorg\n* Metamask → MetaMask\n\n2. Tether USD\n Ja, Tether USD ist USDT.\n\nMapping:\n\n* source_label: Tether USD\n* symbol: USDT\n* coingecko_id: tether\n\n3. Swissborg Coin\n Ja, Swissborg ist BORG.\n\nMapping:\n\n* source_label: Swissborg\n* symbol: BORG\n* coingecko_id: swissborg\n\n4. Sundae\n Sundae ist SundaeSwap.\n\nBitte als SundaeSwap mappen, aber falls CoinGecko-ID nicht eindeutig ist, im Dry Run als unsicher markieren oder weglassen.\n\n5. S Sonic\n Bitte S Sonic für den ersten Dry Run ignorieren.\n\nNicht importieren, nicht blockieren, sondern als skipped/ignored zählen.\n\n6. NIGHT\n Bitte NIGHT für den ersten Dry Run ignorieren.\n\nNicht importieren, nicht blockieren, sondern als skipped/ignored zählen.\n\n7. MATIC / Polygon\n Bitte POL-Migration berücksichtigen.\n\nFür den ersten Dry Run:\n\n* Wenn die Datei Polygon MATIC enthält, bitte als Polygon/MATIC-Migrationsfall markieren.\n* Falls eine sichere CoinGecko-ID für das aktuelle Polygon-Asset möglich ist, vorschlagen.\n* Wenn unklar, lieber weglassen und als skipped/needs_manual_review zählen.\n* Nicht automatisch falsch als altes/neues Asset importieren.\n\n8. Legacy CHF-Werte\n Spalten K–Q und sonstige Legacy-CHF-Werte bitte vollständig ignorieren.\n\nBegründung:\nDas Dashboard soll aktuelle Werte selbst über CoinGecko/Preisdaten berechnen. Alte CHF-Werte aus Excel sollen nicht als Kontrollwerte übernommen werden.\n\n9. Unsichere Coins\n Bitte alle Coins, bei denen das Mapping unsicher ist, im ersten Dry Run einfach weglassen.\n\nWichtig:\n\n* Nicht importieren.\n* Nicht blockieren.\n* Als skipped/needs_manual_review zählen.\n* Ich kann diese später manuell im Dashboard ergänzen.\n\nDas ist akzeptabel, weil diese Excel-Datei nur als Initial-Snapshot-Hilfe dient. Zukünftig werden Käufe/Verkäufe/Änderungen direkt im System erfasst und nicht mehr über diese Excel-Datei importiert.\n\n10. Sichere Coins importierbar machen\n Bitte für den Dry Run nur Coins berücksichtigen, die nach deinen Kriterien sicher gemappt sind oder durch meine obigen Entscheidungen eindeutig bestätigt wurden.\n\n11. Snapshot-Stichtag\n Bitte verwende als Snapshot-Stichtag das Datum aus der Datei, falls eindeutig lesbar.\n Falls weiterhin widersprüchlich oder unklar, bitte als snapshot_date_uncertain markieren und im Dry-Run-Bericht erwähnen. Kein produktiver Import, solange der Stichtag nicht sauber bestätigt ist.\n\n12. Dry-Run-Ziel\n Bitte erstelle jetzt einen kontrollierten Dry Run:\n\nA. Echte Datei temporär lesen\nB. Wallet-Namen normalisieren\nC. Coin-Mappings anwenden\nD. Unsichere/ignorierte Coins auslassen\nE. Mengen als Decimal-Text validieren\nF. Zielstruktur für crypto_wallets.csv und crypto_holdings_initial.csv nur im Runtime-/Temp-Bereich erzeugen\nG. Import-Dry-Run gegen eine lokale Dry-Run-DB oder temporäre Runtime-DB ausführen\nH. Keine produktive DB final verändern\nI. Keine echten Werte im Chat ausgeben\nJ. Kein Git-Commit mit echten Daten\n\n13. Dry-Run-Bericht\n Bitte berichte danach nur aggregiert, ohne echte Mengen/Werte:\n\n* Anzahl Zeilen gelesen\n* Anzahl Asset-Zeilen erkannt\n* Anzahl Wallets erkannt\n* Anzahl Wallets normalisiert\n* Anzahl Coins erkannt\n* Anzahl sicher gemappte Coins\n* Anzahl importierbare Holdings\n* Anzahl ignorierte Coins\n* Anzahl unsichere Coins\n* Anzahl fehlende CoinGecko-IDs\n* Anzahl Decimal-/Mengenprobleme\n* Anzahl Formel-Mengenzellen\n* Anzahl Scientific-Notation-Mengen\n* Anzahl blockierte Zeilen\n* ob Snapshot-Stichtag eindeutig oder unsicher ist\n* ob\nDry Run technisch importfähig wäre\n* welche Coin-Labels ignoriert/ausgelassen wurden, ohne Mengen zu nennen\n* welche Coin-Labels manuelle Nacharbeit brauchen, ohne Mengen zu nennen\n\n14. Noch keine produktive Aktion\n Bitte jetzt weiterhin nicht:\n\n* keine echte Finanzdatenbank final verändern\n* keine echten Initial Snapshots produktiv schreiben\n* keine Crypto-PDFs mit echten Zahlen erzeugen\n* keine echten Daten ins Repo\n* keine echten Mengen/Werte in Docs/Tests/Antworten\n\nErgebnis soll sein:\n\n* Dry-Run-Bericht\n* Mapping-Ergebnis\n* Liste der ausgelassenen/unsicheren Coins\n* Empfehlung, ob danach ein produktiver Initial-Snapshot-Import für die sicheren Coins vertretbar wäre"
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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, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, and `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules. 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- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\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, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\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- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\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- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\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## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\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## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\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- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch -- `, then separately verify whether the test matrix actually covers the promised cases.\\n- Adding broad Git-safety tests that only assert `len(findings) >= N`; prefer explicit assertions for token filename, PAT patterns, private keys, CSV/JSON path policy, runtime/data directories, allowed synthetic paths, `config.example/`, and normal `src/` false-positive protection.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/mvp-crypto-report-export.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/spec-v0.3-decisions.md\", \"references/mvp-market-import-safety-hardening.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/mvp-streamlit-dashboard.md\", \"references/spec-v0.4.1-corrections.md\", \"references/mvp-crypto-wallet-ledger.md\", \"references/mvp-safety-gate-implementation.md\", \"references/spec-v0.5-repo-blueprint.md\", \"references/spec-v0.2-decisions.md\", \"references/mvp-ledger-cash-wac-positions.md\", \"references/git-safety-verification-coverage.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\": \"finance-system-architecture\", \"file\": \"references/mvp-crypto-wallet-ledger.md\", \"content\": \"# MVP Crypto Wallet Ledger Core (Tasks 17–21)\\n\\nUse this reference when extending the FinanceManager crypto subsystem before any real coin/wallet file is mapped or imported.\\n\\n## Safety boundary\\n\\n- Use only synthetic fixtures until the crypto core, mapper, and dry-run flow are verified.\\n- Do not import or inspect real wallet/coin files during core implementation.\\n- Do not commit wallet addresses, exchange exports, portfolio CSVs, PDFs, DBs, runtime data, or credentials.\\n- Real crypto files are initial-snapshot/mapping inputs only after explicit user approval and a dry-run importer exists.\\n\\n## Wallets\\n\\n- Wallet name is unique.\\n- Wallet address is optional; tests/fixtures must not contain real addresses.\\n- Valid wallet types: `Hardware Wallet`, `Software Wallet`, `Exchange`, `Bank/Broker`, `DeFi`, `Sonstiges`.\\n- Wallet create/update/deactivate actions should be auditable.\\n\\n## Crypto assets\\n\\n- CoinGecko ID is strongly recommended but not hard-required.\\n- Missing CoinGecko ID creates a data-quality warning because valuation cannot be reliable.\\n- Symbol alone is not unique; symbol conflicts should create a warning/manual-selection requirement rather than silently merging assets.\\n\\n## Initial holdings\\n\\n- Initial crypto holdings are confirmed snapshots, not fabricated trade history.\\n- Calculate/control holdings by wallet + asset from initial snapshots plus crypto transactions; do not silently overwrite current holdings.\\n- Store legacy snapshot values for provenance/control only. Never use legacy values as current valuation.\\n- Track `verification_status`: `verified`, `stale`, `unverified`, `estimated`.\\n- Store/consider `last_verified_at`.\\n\\n## Transfers\\n\\n- Transfer requires source wallet, target wallet, same asset, and quantity > 0.\\n- Source and target wallet must differ.\\n- TxHash is optional.\\n- Coin fee is optional and reduces the source-wallet coin balance when paid in the transferred coin.\\n- Negative wallet balance should be blocked, or only allowed as an explicit confirmed correction with critical alert. MVP blocks and raises critical alert.\\n- Confirmed transfers create audit entries.\\n\\n## Buy/sell with ledger coupling\\n\\n- Crypto buy/sell with fiat/CHF impact must create or reference a general ledger transaction.\\n- Use `source_type='crypto'` and `source_id=` to keep cash ledger consistency.\\n- Buy increases target wallet balance.\\n- Sell reduces source wallet balance.\\n- Foreign currency requires FX; if missing, set `fx_status='missing'` and `quality_status='incomplete'`, and create a critical data-quality alert.\\n- Do not automatically import real exchange data in this block.\\n\\n## Fees\\n\\n- Coin fee reduces coin balance.\\n- Fiat fee is represented in the general ledger as a fee transaction when the fee currency is clear.\\n- Store fee currency explicitly.\\n- Avoid double counting: if sell net amount already includes fee, do not create a second fee ledger row for the same economic fee.\\n- Unclear fee currency creates a data-quality warning rather than inventing treatment.\\n- Fee history must be traceable through crypto transaction, ledger transaction where applicable, and audit/log entries.\\n\\n## Tests to preserve\\n\\nAt minimum cover:\\n\\n- wallet create/read/update/deactivate and duplicate-name rejection\\n- asset with CoinGecko ID\\n- asset without CoinGecko ID warning\\n- symbol conflict warning/manual selection\\n- initial holdings per wallet and aggregate by asset\\n- legacy snapshot value not used as current valuation\\n- transfer, transfer with coin fee, same-wallet rejection, overdraft block/critical alert\\n- buy/sell create ledger links and update wallet balances\\n- coin fee reduces balance\\n- fiat fee creates general ledger fee when unambiguous\\n- confirmed crypto actions create audit entries\\n- missing FX marks ledger incomplete\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/mvp-import-pipeline-tasks-9-13.md\", \"content\": \"# MVP import pipeline notes (Tasks 9–13)\\n\\nSession learning from implementing the post-safety-gate FinanceManager MVP block. Use for future work on CSV importers, FX handling, and transaction ingestion.\\n\\n## Scope and safety posture\\n\\n- Continue with **synthetic CSVs only** until the user explicitly approves real-data import.\\n- Do not read/import the real crypto snapshot file during importer development; treat it only as a later reality check after dry-run, mapping, audit, and Git-safety are in place.\\n- Before each commit/push: remove generated caches, run compile, full pytest, Git-safety scan, and a staged secret-marker scan.\\n- If GitHub token is stored as a Google Sheet in Drive, download/export to a `mktemp` directory, parse token without printing it, use `GIT_ASKPASS` that reads the temp file, then `trap` cleanup/unset variables. Avoid exporting token values when possible.\\n\\n## Importer pattern\\n\\n1. Define `REQUIRED_COLUMNS` per importer.\\n2. Use a shared CSV reader/dialect detector.\\n3. Separate `commit=False` dry run from `commit=True` writes.\\n4. Collect validation errors; do not silently skip bad rows.\\n5. Always write an `import_sessions` record, including dry runs and failed imports.\\n6. Return a structured result with: `rows_total`, `rows_new`, `rows_existing`, `rows_failed`, `errors`, `status`, `import_session_id`.\\n7. Idempotency must classify rows as new/existing/duplicate/error before writing.\\n\\n## Platforms/accounts importer\\n\\n- Resolve deterministic IDs from canonical names (e.g. `stable_id(\\\"platform\\\", platform_name)`, `stable_id(\\\"account\\\", platform_name, account_name)`).\\n- Existing account key: platform + account name.\\n- `INSERT OR IGNORE` is acceptable only after explicit classification; do not use it as the only duplicate handling.\\n\\n## Instruments importer\\n\\n- Preferred existing checks: ISIN first, then ticker+name fallback.\\n- Required MVP fields: asset_class, name, currency. Ticker/ISIN may be absent for some assets later, so avoid over-tightening too early.\\n\\n## Row hash / duplicate protection\\n\\n- Row hash should be deterministic and normalize key order, whitespace, and `None` vs empty string.\\n- Keep value case-sensitive in the generic hash; importer-specific canonicalization belongs before storage/validation.\\n- Dry-run output should distinguish:\\n - `new`: not in DB/source duplicates\\n - `existing`: row hash or external ID already exists\\n - `duplicate`: repeated in source file\\n - `failed`: validation error\\n- General transaction imports should protect both `external_transaction_id` and `row_hash`.\\n\\n## FX MVP rules\\n\\n- CHF is base currency; `CHF/CHF = 1` without DB lookup.\\n- Foreign currency transactions need historical FX to CHF or must be stored with `fx_status=missing` and `quality_status=incomplete`.\\n- Missing FX creates a critical alert (`priority=kritisch`, category `fx`, rule `missing_fx`).\\n- Manual FX override must require a non-empty note and write an audit event.\\n- No multi-provider FX layer is needed at MVP stage; design DB/provider fields so it can be added later.\\n\\n## Transactions importer MVP rules\\n\\n- Required: transaction_type, platform/account, trade_date, quantity, original currency.\\n- Buy/sell/initial position snapshot require `quantity > 0`.\\n- `initial_position_snapshot` and `initial_cash_snapshot` must be explicitly marked in transaction_type and notes; never fake historical buys from a holdings snapshot.\\n- Confirmed imported transactions must write an audit log entry.\\n- Missing FX for foreign currency may be committed as incomplete if clearly flagged and alerted; do not pretend CHF amount is known.\\n\\n## Gitignore pitfall\\n\\nFor finance repos, root runtime/data directories should be blocked with leading slash:\\n\\n```gitignore\\n/data/\\n/imports/\\n/reports/\\n/exports/\\n/backups/\\n```\\n\\nDo **not** use broad unanchored `imports/` or `reports/`; that can accidentally ignore source packages like `src/jarvis_finance/imports/` and `src/jarvis_finance/reports/`.\\n\\n## Verification commands\\n\\n```bash\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m compileall src tests\\nPYTHONPATH=src pytest tests -q\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\\n```\\n\\nFor staged secret marker check, print only OK/failed, never matched content.\\n\", \"file_type\": \".md\"}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|from decimal import Decimal, InvalidOperation\\n 3|from pathlib import Path\\n 4|from sqlite3 import Connection\\n 5|from jarvis_finance.crypto.assets import create_crypto_asset\\n 6|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 7|from .common import ImportResult, clean, create_import_session, require_text, source_hash\\n 8|from .dry_run import read_csv_rows\\n 9|from .row_hash import compute_row_hash\\n 10|REQUIRED_COLUMNS={\\\"wallet_name\\\",\\\"coin_name\\\",\\\"symbol\\\",\\\"quantity\\\",\\\"verification_status\\\"}\\n 11|\\n 12|def dec(v,line,field):\\n 13| try: return Decimal(clean(v))\\n 14| except (InvalidOperation, ValueError) as exc: raise ValueError(f\\\"line {line}: {field} invalid decimal\\\") from exc\\n 15|\\n 16|def _wallet(conn,name):\\n 17| r=conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_name=?\\\",(name,)).fetchone(); return r['wallet_id'] if r else None\\n 18|\\n 19|def _asset(conn,symbol,cg,coin):\\n 20| if cg:\\n 21| r=conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id=?\\\",(cg,)).fetchone()\\n 22| if r: return r['asset_id']\\n 23| rows=conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE symbol=?\\\",(symbol,)).fetchall()\\n 24| return rows[0]['asset_id'] if len(rows)==1 else None\\n 25|\\n 26|def import_crypto_holdings_csv(conn:Connection,path:str|Path,*,commit:bool,source_filename:str|None=None)->ImportResult:\\n 27| rows,errors=read_csv_rows(path,REQUIRED_COLUMNS); source_filename=source_filename or Path(path).name\\n 28| new=existing=0; vals=[]; seen=set()\\n 29| for line,row in enumerate(rows,start=2):\\n 30| try:\\n 31| rh=compute_row_hash(row)\\n 32| if rh in seen: raise ValueError(f\\\"line {line}: duplicate row hash in source file\\\")\\n 33| seen.add(rh); wallet=require_text(row,'wallet_name',line); coin=require_text(row,'coin_name',line); symbol=require_text(row,'symbol',line).upper(); qty=dec(row.get('quantity'),line,'quantity')\\n 34| if qty<=0: raise ValueError(f\\\"line {line}: quantity must be > 0\\\")\\n 35| wid=_wallet(conn,wallet)\\n 36| if not wid: raise ValueError(f\\\"line {line}: wallet not found\\\")\\n 37| cg=clean(row.get('coingecko_id')) or None; aid=_asset(conn,symbol,cg,coin)\\n 38| exists=False\\n 39| if aid: exists=conn.execute(\\\"SELECT 1 FROM crypto_holdings WHERE wallet_id=? AND asset_id=?\\\",(wid,aid)).fetchone() is not None\\n 40| existing += 1 if exists else 0; new += 0 if exists else 1\\n 41| vals.append((aid,coin,symbol,cg,wid,qty,require_text(row,'verification_status',line),clean(row.get('last_verified_at')) or None,dec(row.get('legacy_snapshot_value_chf'),line,'legacy_snapshot_value_chf') if clean(row.get('legacy_snapshot_value_chf')) else None,clean(row.get('notes')) or 'Initial crypto snapshot import'))\\n 42| except ValueError as exc: errors.append(str(exc))\\n 43| status='failed' if errors else ('committed' if commit else 'dry_run_ok')\\n 44| if commit and not errors:\\n 45| for aid,coin,symbol,cg,wid,qty,vs,last,legacy,note in vals:\\n 46| if not aid: aid=create_crypto_asset(conn,coin_name=coin,symbol=symbol,coingecko_id=cg)\\n 47| if conn.execute(\\\"SELECT 1 FROM crypto_holdings WHERE wallet_id=? AND asset_id=?\\\",(wid,aid)).fetchone(): continue\\n 48| create_initial_holding_snapshot(conn,asset_id=aid,wallet_id=wid,quantity=qty,verification_status=vs,last_verified_at=last,legacy_snapshot_value_chf=legacy,note=note)\\n 49| sid=create_import_session(conn,import_type='crypto_holdings',source_filename=source_filename,file_hash=source_hash(path),status=status,rows_total=len(rows),rows_imported=new if commit and not errors else 0,rows_failed=len(errors),errors=errors,notes='dry run' if not commit else None)\\n 50| return ImportResult(sid,'crypto_holdings',status,len(rows),new if not errors else 0,existing,len(errors),errors)\\n 51|\", \"total_lines\": 50, \"file_size\": 3740, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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{
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|from pathlib import Path\\n 3|from sqlite3 import Connection\\n 4|from jarvis_finance.crypto.wallets import create_wallet\\n 5|from .common import ImportResult, clean, create_import_session, require_text, source_hash\\n 6|from .dry_run import read_csv_rows\\n 7|from .row_hash import compute_row_hash\\n 8|\\n 9|REQUIRED_COLUMNS={\\\"wallet_name\\\",\\\"wallet_type\\\"}\\n 10|\\n 11|def import_crypto_wallets_csv(conn:Connection,path:str|Path,*,commit:bool,source_filename:str|None=None)->ImportResult:\\n 12| rows, errors=read_csv_rows(path, REQUIRED_COLUMNS); source_filename=source_filename or Path(path).name\\n 13| new=existing=0; validated=[]; seen=set()\\n 14| for line,row in enumerate(rows,start=2):\\n 15| try:\\n 16| rh=compute_row_hash(row)\\n 17| if rh in seen: raise ValueError(f\\\"line {line}: duplicate row hash in source file\\\")\\n 18| seen.add(rh); name=require_text(row,\\\"wallet_name\\\",line); typ=require_text(row,\\\"wallet_type\\\",line)\\n 19| exists=conn.execute(\\\"SELECT 1 FROM crypto_wallets WHERE wallet_name=?\\\",(name,)).fetchone() is not None\\n 20| existing += 1 if exists else 0; new += 0 if exists else 1\\n 21| validated.append((name,typ,clean(row.get('platform_provider')) or None,clean(row.get('network_chain')) or None,clean(row.get('notes')) or None))\\n 22| except ValueError as exc: errors.append(str(exc))\\n 23| status='failed' if errors else ('committed' if commit else 'dry_run_ok')\\n 24| if commit and not errors:\\n 25| for name,typ,provider,chain,notes in validated:\\n 26| if conn.execute(\\\"SELECT 1 FROM crypto_wallets WHERE wallet_name=?\\\",(name,)).fetchone(): continue\\n 27| create_wallet(conn,wallet_name=name,wallet_type=typ,platform_provider=provider,network_chain=chain,notes=notes)\\n 28| sid=create_import_session(conn,import_type='crypto_wallets',source_filename=source_filename,file_hash=source_hash(path),status=status,rows_total=len(rows),rows_imported=new if commit and not errors else 0,rows_failed=len(errors),errors=errors,notes='dry run' if not commit else None)\\n 29| return ImportResult(sid,'crypto_wallets',status,len(rows),new if not errors else 0,existing,len(errors),errors)\\n 30|\", \"total_lines\": 29, \"file_size\": 2132, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|INITIAL_SCHEMA_SQL = \\\"\\\\nCREATE TABLE IF NOT EXISTS schema_migrations (\\\\n version INTEGER PRIMARY KEY,\\\\n name TEXT NOT NULL,\\\\n applied_at TEXT NOT NULL,\\\\n checksum TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS platforms (\\\\n platform_id TEXT PRIMARY KEY,\\\\n name TEXT NOT NULL UNIQUE,\\\\n platform_type TEXT NOT NULL,\\\\n country TEXT,\\\\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\\\\nCREATE TABLE IF NOT EXISTS accounts (\\\\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,\\\\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 UNIQUE(platform_id, account_name)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS instruments (\\\\n instrument_id TEXT PRIMARY KEY,\\\\n asset_class TEXT NOT NULL,\\\\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\\\\nCREATE TABLE IF NOT EXISTS transactions (\\\\n transaction_id TEXT PRIMARY KEY,\\\\n transaction_type TEXT NOT NULL,\\\\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 N... [truncated]\\n 2|\\n 3|REQUIRED_TABLES = [\\n 4| \\\"schema_migrations\\\", \\\"platforms\\\", \\\"accounts\\\", \\\"instruments\\\", \\\"transactions\\\",\\n 5| \\\"positions_snapshot\\\", \\\"cash_balances\\\", \\\"fx_rates\\\", \\\"market_prices\\\",\\n 6| \\\"crypto_wallets\\\", \\\"crypto_assets\\\", \\\"crypto_holdings\\\", \\\"crypto_transactions\\\",\\n 7| \\\"crypto_prices\\\", \\\"watchlist\\\", \\\"reports\\\", \\\"alerts\\\", \\\"audit_log\\\",\\n 8| \\\"import_sessions\\\", \\\"decision_journal\\\",\\n 9|]\\n 10|\", \"total_lines\": 9, \"file_size\": 12457, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|\\n 8|VALID_WALLET_TYPES = {\\n 9| \\\"Hardware Wallet\\\",\\n 10| \\\"Software Wallet\\\",\\n 11| \\\"Exchange\\\",\\n 12| \\\"Bank/Broker\\\",\\n 13| \\\"DeFi\\\",\\n 14| \\\"Sonstiges\\\",\\n 15|}\\n 16|\\n 17|\\n 18|def _validate_wallet_type(wallet_type: str) -> None:\\n 19| if wallet_type not in VALID_WALLET_TYPES:\\n 20| raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\n 21|\\n 22|\\n 23|def create_wallet(\\n 24| conn: Connection,\\n 25| *,\\n 26| wallet_name: str,\\n 27| wallet_type: str,\\n 28| wallet_address: str | None = None,\\n 29| platform_provider: str | None = None,\\n 30| network_chain: str | None = None,\\n 31| owner: str | None = None,\\n 32| last_verified_at: str | None = None,\\n 33| notes: str | None = None,\\n 34|) -> str:\\n 35| _validate_wallet_type(wallet_type)\\n 36| now = utc_now()\\n 37| wallet_id = stable_id(\\\"wallet\\\", wallet_name)\\n 38| try:\\n 39| conn.execute(\\n 40| \\\"\\\"\\\"\\n 41| INSERT INTO crypto_wallets(\\n 42| wallet_id, wallet_name, wallet_type, platform_provider, network_chain,\\n 43| wallet_address, owner, is_active, last_verified_at, notes, created_at\\n 44| ) VALUES (?, ?, ?, ?, ?, ?, ?, 1, ?, ?, ?)\\n 45| \\\"\\\"\\\",\\n 46| (wallet_id, wallet_name, wallet_type, platform_provider, network_chain, wallet_address, owner, last_verified_at, notes, now),\\n 47| )\\n 48| except IntegrityError as exc:\\n 49| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 50| record_audit_event(\\n 51| conn,\\n 52| source=\\\"crypto_wallets\\\",\\n 53| action=\\\"create_wallet\\\",\\n 54| entity_type=\\\"crypto_wallet\\\",\\n 55| entity_id=wallet_id,\\n 56| new_values={\\\"wallet_name\\\": wallet_name, \\\"wallet_type\\\": wallet_type},\\n 57| confirmed=True,\\n 58| created_by=\\\"system\\\",\\n 59| )\\n 60| conn.commit()\\n 61| return wallet_id\\n 62|\\n 63|\\n 64|def get_wallet(conn: Connection, wallet_id: str):\\n 65| row = conn.execute(\\\"SELECT * FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 66| if row is None:\\n 67| raise KeyError(wallet_id)\\n 68| return row\\n 69|\\n 70|\\n 71|def update_wallet(conn: Connection, wallet_id: str, **changes) -> None:\\n 72| allowed = {\\\"wallet_name\\\", \\\"wallet_type\\\", \\\"wallet_address\\\", \\\"platform_provider\\\", \\\"network_chain\\\", \\\"owner\\\", \\\"last_verified_at\\\", \\\"notes\\\", \\\"is_active\\\"}\\n 73| if \\\"wallet_type\\\" in changes:\\n 74| _validate_wallet_type(changes[\\\"wallet_type\\\"])\\n 75| clean = {k: v for k, v in changes.items() if k in allowed}\\n 76| if not clean:\\n 77| return\\n 78| clean[\\\"updated_at\\\"] = utc_now()\\n 79| assignments = \\\", \\\".join(f\\\"{k}=?\\\" for k in clean)\\n 80| try:\\n 81| conn.execute(f\\\"UPDATE crypto_wallets SET {assignments} WHERE wallet_id=?\\\", (*clean.values(), wallet_id))\\n 82| except IntegrityError as exc:\\n 83| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 84| record_audit_event(\\n 85| conn,\\n 86| source=\\\"crypto_wallets\\\",\\n 87| action=\\\"update_wallet\\\",\\n 88| entity_type=\\\"crypto_wallet\\\",\\n 89| entity_id=wallet_id,\\n 90| new_values=clean,\\n 91| confirmed=True,\\n 92| created_by=\\\"system\\\",\\n 93| )\\n 94| conn.commit()\\n 95|\\n 96|\\n 97|def deactivate_wallet(conn: Connection, wallet_id: str, *, note: str) -> None:\\n 98| if not note.strip():\\n 99| raise ValueError(\\\"deactivate wallet requires a note\\\")\\n 100| update_wallet(conn, wallet_id, is_active=0, notes=note)\\n 101|\", \"total_lines\": 100, \"file_size\": 3314, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"encrypted_content": "gAAAAABqBiVclc4Hw8hpXUW4Zp0stLESVx-xzlpd8jZt2a-Uh3XFZhGvy_np87tpeK_dM2RDnS70F6iKTvrI49g17w3_888wJNJylzyDD1OhEZFqM9P9DbaF2_7Eb7CRrJ71LZswDJiBP7SSwNYa8jwIZH0qKnSDou3bfSQzY39SMV5l8zty7UGnLHBH26mD9cC_QI7Z6KDyxNx8oTB0i8HBPXJziL067kR45deZC5tdZLU7qRqUd85BIZVygM2SZprwjs7HJzyQmIGaJdhgVxiV9hSeEzA7-6RpF68v-99ETt8DTRP4_Uyww4Ng5LgB5lYYvrLuAC7XSoCXoDLQkkx0u8B9l0TE3p-dD2z2hJ5BUpnHVxokHnNlxiKThywC3r4xLg1NjIZNyeQ6g_XloJzCnQabnYPj2GL4uwmpGEgrYcghhUT3H6lFyJbMfS0Vk2oMrmrS8QItqvd9X6C1BU2IqbE-vhW7QXHTNDD3wrZlDb6ruWeLCCsTrlDBDBtAWy79KwUrK8Vr5_4U0MQ8VI-LQJ92k3xDjsbmWSvWBzjnLFS04m8G1f5ozoYIw3l_IJZpprkGr3meO_VTGEgwV2HFlq9yAXOohU4g-S_r78C_ygth8q6mTHnD8HirbXogUqPfYcJkz1wAsvkbbOBZuKzqy2VhmTDGwMyjun-jnj_kntM9hNxrmtzBb3w6VFxtwXODCQlsF0wAgVlU1zHGtUkBu6PN37XuxvqODmrNRArkTAfc-Wfb4LWIPJdVpTkc0v9iQfs9AafFsRRhRXTKeqqP1TTS0B-SETdGASQuQsMujSzRCQhbUjlzPAOnqnz82XWhgj98SxlBJr7mIuRF6tAAjAPgvLL8OmBqJz0kVwi_qVMjcqqkeJ0gxgebjmHE03mbzaZOBE1oGYyB1tAdZ0LH9yXAGfPNZmoN2BL6VO8K2pizZYaFqS1hP0AaU1WY_dccUPZ_dSOOXijNBwMtqp1dvzQ7cie1pN3E9_CxEnU_jpku48RlzVdbJzRmtrB2gOvjkNgq5YEOHkTAI6DszT-jsp9V17Z_RLpZQKZ2k0VfFKJ6h6AWorqXr9IuGCmExgZb_wqE5jJxp-KeePMv14f_4kz_Y0EvvfyIiG6TOj8hD2IsVBlkUA78wsvilP31vhsE1fekrGCGTMYqOE-pbtuQnEyKcm9KnE6WvgFIaNzS79MuS2FOWDRS4Ejm_oW2zpH1q7HS2mM5j62Fnc75ldOiXvnQ7afsmbr0p7oV1cc-MbpeYqhXIEHxLfejcbNP2hoSVGOKIh2bk7LimRalFhyBG920OiSoYA67Yiys_sIWNIiXxnO2rpPAwAlypFZFmMzCHXhJkikThSTbO1lMi_MgJ0Nf_tdyvZQR6xvIg3ME5yqzJvt1LWkN-JqKbyYODH1CUHHcp_UUEfnfNZSQKq6KDDoYi8FktNZu9os3pPBbed5pzaAEhYpkbbydrwRmHKheEmEsXfem08sK34huzaOAhdWx89A6e8MYKaqw0J5Q3pk8yIppbkNlKgCm3aIk8dJrmC1ru9PLfXTWXucYuqqe4fW0JuIFYsC9uPeflfplxZ67A4jcyUPc5YP_WIjCDhq1e808b7uKkAaTMOlTTfcgeywm_2fI1nJuuH3omK4LgHSXh0WujwVBks1ApzHdgTd47vdT7tVvlYB0i1-3wImuBTu3CHPpj2fvwlrLpotDUEgyIqCI_SsP61sq7CC2oRXNxCmQMzdzE2JjPgMQlbyPMMWF1lI09by0TjjxztIlTkArB63ZzCjRBvVxRNEmh5ScneB_-Zq6FkvtkpzXqDpvZDYdnhdNZGe1RGzK_fZlNYIYoDMAyFdgM9L-AIcI6eR6t9SJNTpupjJkRS8jAYpIV4c6lPSFE-dUpTvhHM3paxZISz4Aya9QunkrMr8sqTFA194pF2S06wuskpogClq91LXBzdVyRmQOOo3LYN6WkIZu6X1aq1HHRajlp1tx1UizGAbdunCgeL5GbHlu-xWAGIaLzQxqUzO9o3Wrwwvg0CtUi639pbygqX4cKJnBAMDhyk25I-9IP_vViDxtZXqpqXFjFreKnXEgWA99oPY91vzC9NJcE-NtGkrWlFl1YfN_H6_qdGdthjDEX6NyrjvIvSgsqHZ0a2p-Xt5ZqQxy0ki4ZmHBq5sIV1upL-r_IOe0MzJ8esrO73y_PkG6ZPnEpeKqRMpHG_YrAjIWYOYvpd6me26-LtFvB_WhlEMSRGU9jg0L8MJen2rRcY39n7hGDgwiW4tEPN_GiZ_OCbrC2356SEVblNelz4YBMhIXfE1AvhAd1vkpdEmM5wD6seWJFvo7tAa8FDsE7dNyhi-R2vajMlp1P7qPgriOQVDtA-ehrGeK6jeSGGMNZ0ROPPxvLx9DnL9LYJ_vN5kjmfhIKFVC-Xi_4B0d1uwYdYTaB49vXJmZJmrhvfLdisAVwQKi0AlakxrECubv9xHoLNCxqlXDEyIGUY4u4ut0SvjMLshNsNJTm7gUsXkigoNLEbYFlf67KQ9mzukgbRQpCdzsHJLLcJwTx7TkOaQP7QHGxKhx__FMBHXETGfblcbO4QzRZ1mj6eO3Z5ftQNA2HlP-MmNwGtb0ER7sqS1IyR7_NmkIBkN1GiE4CgcksepC3AikvmLNZfcMDGsEUzFEumGOfNos8xnNIkphfSfmGAks3VsMvU3Na8tmGI_A-rxiMy1c_7i6Rxo0Wm8uSZJs9ILLE2gjKBIRYHADA2bI514KcsOAt1heW-BtRbMBlSaWbGsxY7N0EAIhpgfJL6gfzBHRzY2CxC5MmrSleZKF_eemvo3cklMgsVGdSAhj8Me8lFfJHV6d9BMzbPalI_3jDQoY9ul9zkvYV9rR6nV8vwl7DJJIQ-T20SilfmnWRB3Hi44BL4mNDQd1OtijeOzEj5nmcqJ87fKCD7t8BksE4ucPIMNucRC0J3rqEuG8KLrjGrxNPda4NlaapazskeoQf_rzBVQxY-0VoMji2l4vh9Ho5aFioeOsWSQr5daJSfBrS5aeTJivTj4lCZ_jIU0sRywPrZVbXQSkiQWIxzEVWJntyE0_bhzR7nKpT_1fMddBpoCZ6qC6Qbr69FqG3zkBjMLokmlobu7iFNf6V2jBjlsnPoB_sUPpO_e6aaKTqudsacHnGgFtoHd2JQ957BlXQUmquaJieLrkZ_Uxu8USApFugCutbOJkf3dlxwhT1L9CU1LR6FJaVIDo-gB45WHRs1pAf1yPK5JETgCT1MYeAQUDLoYZHkPS5mXcaHAFH_xXEuomiFgmOS6ik9o-2UONkdWreeTg4MOxoRyCy76uvoFWn-pztuDR3uVseEYpNc6MjRnh-1pbiP9aqo62kjHKTCbViUvxxx6aOygGcnZ8X6f0xXabxRjC0DhVHO2oaoa8jOqV1Mgy50nWpxSD__9in0EdNsddUfvYvygDwQtvEKyXA3PUm3vFQT3wSQTrTbwyDdsfj5VcIRG2ilYH-iMwoO9ZMjV8P2M_m0xZiYqILNyejIIG-gLNQnwWi2POky7SXQBmOnDXSu5nxJdTCTp2hufFteObsM-5G0SqtaHtNC9MDS_ZAzmR27zGhu48b8vPJWYrXNra4ICZvDmhZEDqPS4zPssAzHnAier7cpXfGBnIoFM4IS-OKWhK0oUcG8rZXqowy__L7hmEYHPEEMVRWk2fjlW4UGn14Gt5W0YJPZu2dxFTuM1ZBbS66veIT81XI-0tcK8nEMMcgh2kq2ysZlVesqaSDCrpczPV04hJ0f3Fr9Ayzhd1AcUQ-rsAetvNEcErAUkxVNz6YmH4J7CD-Y9Rh2mLYMjR4tzkD3Busy0IiV0MRbfsc0kKsE7uQk2GJqRAbtoAXhcnj0Qnkg0MZAfZRo2wL5EAMOZjhvJgGhGhJtFf6zTs7IqoBMpay1NZmrcZT9o_fHGxfyoGqCpPUQc09MCgxIc7RXV6uy-NjrT3AI0DSAcppHXuq3awF1wFXEoQ-KO_MR5wRYrs1_85wxLYZrALe5T5ONuw6FBFbrzsy67W_9HPZrUrGS8J1DO8PGJ9CoODJ08T2W-k2eVU0GIwPC2cbF2ocGP6ZsBEDqhnLWiK_Ff8bUpu6qV8LDnWUJmu1W_LkQBKH2chUmnlBa2gLBZHKTzc1XU=",
"id": "rs_002041bba6e51fe5016a06255113fc8191bde0f04bc3569a39",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Repo-/Runtime-Sicherheitslage und vorhandene Import-Struktur prüfen\", \"status\": \"completed\"}, {\"id\": \"download-temp\", \"content\": \"Echte XLSX-Datei temporär aus Drive laden und sofort redigiert verarbeiten\", \"status\": \"in_progress\"}, {\"id\": \"generate-runtime\", \"content\": \"Runtime-only crypto_wallets/holdings-Zielstruktur und Dry-Run-DB erzeugen\", \"status\": \"pending\"}, {\"id\": \"validate\", \"content\": \"Decimal, Mapping, Skips, Snapshot-Date prüfen und aggregierte Kennzahlen berechnen\", \"status\": \"pending\"}, {\"id\": \"verify-clean\", \"content\": \"Sicherstellen, dass Repo clean bleibt und keine echten Daten persistiert wurden\", \"status\": \"pending\"}, {\"id\": \"report\", \"content\": \"Redigierten Dry-Run-Bericht liefern\", \"status\": \"pending\"}], \"summary\": {\"total\": 6, \"pending\": 4, \"in_progress\": 1, \"completed\": 1, \"cancelled\": 0}}",
"tool_call_id": "call_utRAixYf5cGmulwoJwtRa3BH"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_vtXjdNW3EpNJfL2urVC4MCwC",
"call_id": "call_vtXjdNW3EpNJfL2urVC4MCwC",
"response_item_id": "fc_002041bba6e51fe5016a06255e2f148191888c5ad820508a30",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-dryrun.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$RUNTIME/source\\\" >/dev/null\\nFILE=$(find \\\"$RUNTIME/source\\\" -type f | head -n1)\\nPYTHONPATH=src python - \\\"$FILE\\\" \\\"$RUNTIME\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sqlite3, sys, subprocess\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nfrom datetime import datetime, date\\nimport openpyxl\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\n\\nxlsx=Path(sys.argv[1]); runtime=Path(sys.argv[2])\\noutdir=runtime/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\n# Mappings: only safe/explicit decisions are importable. Legacy CHF columns ignored.\\nwallet_map={\\n 'Swissborg': ('SwissBorg','Exchange','SwissBorg',''),\\n 'Coinbase': ('Coinbase','Exchange','Coinbase',''),\\n 'Binance': ('Binance','Exchange','Binance',''),\\n 'KuCoin': ('KuCoin','Exchange','KuCoin',''),\\n 'Metamask': ('MetaMask','DeFi','MetaMask','EVM'),\\n 'FireFly IOTA': ('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),\\n 'Yoloi Wallet': ('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),\\n 'Nami Wallet': ('Nami Wallet','Software Wallet','Nami','Cardano'),\\n}\\n# Conservative asset map. Confirmed by user or previous unique/safe CoinGecko mapping.\\n# Exclude all known ambiguous/legacy/migration labels from importable set.\\nasset_map={\\n 'AAVE': ('AAVE','AAVE','aave','safe'),\\n 'Band Protocol BAND': ('BAND','Band Protocol','band-protocol','safe'),\\n 'BNB': ('BNB','BNB','binancecoin','safe'),\\n 'CAKE Pancake': ('CAKE','PancakeSwap','pancakeswap-token','safe'),\\n 'Celo CGLD': ('CELO','Celo','celo','safe'),\\n 'Compound COMP': ('COMP','Compound','compound-governance-token','safe'),\\n 'Enjin ENJ': ('ENJ','Enjin Coin','enjincoin','safe'),\\n 'FDUSD': ('FDUSD','First Digital USD','first-digital-usd','safe'),\\n 'Fetch.ai FET': ('FET','Fetch.ai','fetch-ai','safe'),\\n 'Flare FLR': ('FLR','Flare','flare-networks','safe'),\\n 'HBAR': ('HBAR','Hedera','hedera-hashgraph','safe'),\\n 'LL Light Link': ('LL','LightLink','lightlink','safe'),\\n 'Stellar Lumens XLM': ('XLM','Stellar','stellar','safe'),\\n 'The Graph GRT': ('GRT','The Graph','the-graph','safe'),\\n 'VeChain VET': ('VET','VeChain','vechain','safe'),\\n 'VTHO': ('VTHO','VeThor Token','vethor-token','safe'),\\n 'Wilder World WILD': ('WILD','Wilder World','wilder-world','safe'),\\n 'Tether USD': ('USDT','Tether','tether','confirmed_by_user'),\\n 'Swissborg': ('BORG','SwissBorg','swissborg','confirmed_by_user'),\\n}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\n# explicit manual review/skip reasons. If not listed and not mapped -> skipped_needs_manual_review.\\nmanual_reasons={\\n 'ADA Cardano':'ambiguous_coingecko_symbol_candidates',\\n 'Amp':'missing_explicit_symbol_in_source_label',\\n 'Avalanche AVAX':'ambiguous_coingecko_symbol_candidates',\\n 'Bitcoin BTC':'ambiguous_coingecko_symbol_candidates',\\n 'Chainlink':'missing_explicit_symbol_in_source_label',\\n 'Decentraland MANA':'ambiguous_coingecko_symbol_candidates',\\n 'DOGE':'ambiguous_coingecko_symbol_candidates',\\n 'Ethereum ETH':'ambiguous_coingecko_symbol_candidates',\\n 'HIGH Highstreet':'ambiguous_coingecko_symbol_candidates',\\n 'IOTA IOT':'source_symbol_label_unclear',\\n 'LUNA Terra':'terra_legacy_migration_risk',\\n 'LUNC Terra Classic':'terra_legacy_migration_risk',\\n 'NETVR':'asset_rebranding_possible',\\n 'NuCypher NU':'legacy_migration_possible',\\n 'Ox ZRX':'name_typo_check_required',\\n 'Polygon MATIC':'polygon_matic_pol_migration_review_required',\\n 'Ripple XRP':'ambiguous_symbol_candidates_but_probable',\\n 'SAND The Sandbox':'ambiguous_coingecko_symbol_candidates',\\n 'SAROS':'manual_confirmation_preferred',\\n 'SKY':'ambiguous_symbol_candidates',\\n 'SOL Solana':'ambiguous_coingecko_symbol_candidates',\\n 'Sundae':'sundaeswap_coingecko_id_not_confirmed',\\n 'USTC Terra Classic':'terra_ustc_legacy_risk',\\n}\\npolygon_suggestion={'source_label':'Polygon MATIC','suggested_symbol':'POL/MATIC review','suggested_coingecko_id':'polygon-ecosystem-token or matic-network requires confirmation','status':'needs_manual_review'}\\n\\nwb_f=openpyxl.load_workbook(xlsx, data_only=False, read_only=True)\\nwb_v=openpyxl.load_workbook(xlsx, data_only=True, read_only=True)\\nws=wb_f['2024']; wsv=wb_v['2024']\\n# Snapshot date from file: B1 merged context. If file/sheet/header conflict -> uncertain.\\nsnapshot_raw=wsv.cell(1,2).value\\nsnapshot_date=None; snapshot_date_uncertain=True; snapshot_notes=[]\\nif isinstance(snapshot_raw, datetime): snapshot_date=snapshot_raw.date().isoformat()\\nelif isinstance(snapshot_raw, date): snapshot_date=snapshot_raw.isoformat()\\nelif snapshot_raw:\\n s=str(snapshot_raw).strip()\\n snapshot_date=s\\n# sheet name and K header contradiction -> uncertain if year differs from snapshot date/year or K says 2025\\nk_header=str(ws.cell(2,11).value or '')\\nif snapshot_date:\\n y=re.search(r'(20\\\\d{2})', snapshot_date)\\n if y and ws.title != y.group(1): snapshot_notes.append('sheet_name_differs_from_snapshot_date_year')\\n if '2025' in k_header and (not y or y.group(1)!='2025'): snapshot_notes.append('valuation_header_differs_from_snapshot_date')\\nelse:\\n snapshot_notes.append('snapshot_date_missing_or_unreadable')\\n# Even if B1 readable, mark uncertain because label/sheet conflict was requested handling.\\nif snapshot_date and not snapshot_notes:\\n snapshot_date_uncertain=False\\n\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]\\nwallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'runtime dry-run generated from crypto XLSX; no wallet address'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes'])\\n writer.writeheader(); writer.writerows(wallet_rows)\\n\\nrows_read=ws.max_row\\nasset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip()\\n non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\n\\nhold_rows=[]; decimal_problems=[]; formula_quantity_cells=0; sci_cells=0; blocked_rows=set(); skipped=[]; ignored=[]; importable_labels=set(); missing_cg=set(); unsure=set(); formula_importable=0\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try:\\n d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e:\\n raise ValueError('invalid_decimal')\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\n\\nfor r,label in asset_labels:\\n if label in ignored_labels:\\n ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n reason=manual_reasons.get(label,'skipped_needs_manual_review')\\n unsure.append({'label':label,'reason':reason})\\n skipped.append({'label':label,'reason':reason})\\n continue\\n sym,coin,cg,status=asset_map[label]\\n if not cg: missing_cg.add(label)\\n has_any_importable_holding=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n raw_formula=ws.cell(r,c).value\\n raw_value=wsv.cell(r,c).value\\n if raw_value is None or str(raw_value).strip()=='': continue\\n if isinstance(raw_formula,str) and raw_formula.startswith('='):\\n formula_quantity_cells += 1\\n formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(raw_value)): sci_cells += 1\\n try:\\n qty=decimal_to_text(raw_value)\\n except ValueError as e:\\n decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)})\\n blocked_rows.add(r)\\n continue\\n norm_wallet=wallet_map[raw_wallet][0]\\n hold_rows.append({'snapshot_date': snapshot_date or '', 'wallet_name':norm_wallet, 'coin_name':coin, 'symbol':sym, 'coingecko_id':cg, 'quantity':qty, 'verification_status':'unverified', 'last_verified_at':'', 'notes':'initial_snapshot_dry_run; legacy_chf_values_ignored; no_productive_import'})\\n has_any_importable_holding=True\\n if has_any_importable_holding:\\n importable_labels.add(label)\\n\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes'])\\n writer.writeheader(); writer.writerows(hold_rows)\\n# Temp DB only. Commit wallets into temp DB to allow holdings dry-run validation; no productive DB touched.\\ndb_path=runtime/'dryrun.sqlite'\\nconn=connect(db_path); apply_migrations(conn)\\nwallet_result_commit_temp=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_crypto_wallets.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=False,source_filename='runtime_crypto_holdings_initial.csv')\\n# Probe whether temp DB can commit holdings in a transaction then rollback? importer commits inside if commit true, so avoid. Instead result dry_run_ok enough.\\n# Verify quantities stored in CSV as text via CSV, and temp DB has no crypto_holdings rows because holdings commit=false.\\ntemp_holdings_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']\\ntemp_wallet_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']\\nimport_sessions=conn.execute('SELECT import_type,status,rows_total,rows_failed FROM import_sessions ORDER BY created_at').fetchall()\\nconn.close()\\n# git status after command (repo only)\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={\\n 'runtime_path_removed_after_command': True,\\n 'source_file_read_from_temp_only': True,\\n 'rows_read': rows_read,\\n 'asset_rows_detected': len(asset_labels),\\n 'wallets_detected': len(source_wallet_headers),\\n 'wallets_normalized': wallets_normalized,\\n 'coins_detected': len(asset_labels),\\n 'safely_mapped_coins': len(importable_labels),\\n 'importable_holdings': len(hold_rows),\\n 'ignored_coins_count': len(ignored),\\n 'uncertain_coins_count': len(unsure),\\n 'missing_coingecko_ids': len(missing_cg),\\n 'decimal_quantity_problems': len(decimal_problems),\\n 'formula_quantity_cells': formula_quantity_cells,\\n 'formula_quantity_cells_in_importable_scope': formula_importable,\\n 'scientific_notation_quantities': sci_cells,\\n 'blocked_rows': len(blocked_rows) + holdings_result.rows_failed,\\n 'snapshot_date_readable': bool(snapshot_date),\\n 'snapshot_date_uncertain': snapshot_date_uncertain,\\n 'snapshot_date_value_redacted': 'readable_but_not_printed' if snapshot_date else None,\\n 'snapshot_uncertainty_reasons': snapshot_notes,\\n 'dry_run_db_created_temp_only': True,\\n 'wallets_imported_to_temp_db_for_validation': temp_wallet_rows,\\n 'holdings_committed_to_temp_db': temp_holdings_rows,\\n 'wallet_import_status_temp_db': wallet_result_commit_temp.status,\\n 'holdings_dry_run_status': holdings_result.status,\\n 'holdings_dry_run_rows_total': holdings_result.rows_total,\\n 'holdings_dry_run_rows_failed': holdings_result.rows_failed,\\n 'technically_importable_for_safe_subset': holdings_result.status == 'dry_run_ok' and len(decimal_problems)==0,\\n 'git_status_clean': git_status == '',\\n 'wallet_mapping': [{'source':k,'normalized':v[0],'type':v[1]} for k,v in wallet_map.items()],\\n 'mapped_coin_labels': sorted(importable_labels),\\n 'ignored_coin_labels': ignored,\\n 'manual_review_coin_labels': sorted(skipped, key=lambda x:x['label']),\\n 'polygon_migration_note': polygon_suggestion,\\n 'legacy_chf_values': 'ignored_completely',\\n 'import_session_statuses': [dict(r) for r in import_sessions],\\n}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\\n# runtime cleanup happens via trap; output intentionally redacted\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 77, in \\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/reader/excel.py\\\", line 346, in load_workbook\\n reader = ExcelReader(filename, read_only, keep_vba,\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/reader/excel.py\\\", line 123, in __init__\\n self.archive = _validate_archive(fn)\\n ^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/reader/excel.py\\\", line 93, in _validate_archive\\n raise InvalidFileException(msg)\\nopenpyxl.utils.exceptions.InvalidFileException: openpyxl does not support file format, please check you can open it with Excel first. Supported formats are: .xlsx,.xlsm,.xltx,.xltm\", \"exit_code\": 1, \"error\": null}",
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"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-dryrun-debug.XXXXXX)\\ntrap 'rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\ngog -a friday.uplink@gmail.com drive download '1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN' --output \\\"$RUNTIME/source\\\"\\nfind \\\"$RUNTIME\\\" -maxdepth 3 -type f -printf '%p | %s bytes\\\\n'\\npython - <<'PY' \\\"$RUNTIME\\\"\\nfrom pathlib import Path\\nimport sys\\nfor p in Path(sys.argv[1]).rglob('*'):\\n if p.is_file():\\n print(p.name, p.suffix, p.read_bytes()[:16])\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"reasoning": "**Diagnosing file paths**\n\nI need to find the downloaded files and maybe check the directory path. I'll consider using the command \"find\" with the specified directory source. It’s possible that the command I used, “find \"$RUNTIME/source\" -type f,” might not display extensions. I think diagnosing this could help clarify where the files are. Hmm, I might need to be careful with how I check for file types and extensions to get accurate results.",
"reasoning_content": "**Diagnosing file paths**\n\nI need to find the downloaded files and maybe check the directory path. I'll consider using the command \"find\" with the specified directory source. It’s possible that the command I used, “find \"$RUNTIME/source\" -type f,” might not display extensions. I think diagnosing this could help clarify where the files are. Hmm, I might need to be careful with how I check for file types and extensions to get accurate results.",
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"text": "**Diagnosing file paths**\n\nI need to find the downloaded files and maybe check the directory path. I'll consider using the command \"find\" with the specified directory source. It’s possible that the command I used, “find \"$RUNTIME/source\" -type f,” might not display extensions. I think diagnosing this could help clarify where the files are. Hmm, I might need to be careful with how I check for file types and extensions to get accurate results."
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},
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"content": "{\"output\": \"path\\t/tmp/jarvis-finance-crypto-dryrun-debug.F9sYhQ/source\\nsize\\t17.4 KB\\n/tmp/jarvis-finance-crypto-dryrun-debug.F9sYhQ/source | 17780 bytes\\nsource b'PK\\\\x03\\\\x04\\\\x14\\\\x00\\\\x06\\\\x00\\\\x08\\\\x00\\\\x00\\\\x00!\\\\x00t6'\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Echte XLSX-Datei temporär aus Drive laden und sofort redigiert verarbeiten\",\"id\":\"download-temp\",\"status\":\"completed\"},{\"content\":\"Runtime-only crypto_wallets/holdings-Zielstruktur und Dry-Run-DB erzeugen\",\"id\":\"generate-runtime\",\"status\":\"in_progress\"}]}"
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"reasoning": "**Exploring openpyxl usage**\n\nI’m looking into openpyxl and wondering about its requirement for file extensions. It seems I can open a file-like object using `load_workbook(filename=open(file, 'rb'))`. I need to rerun this process to see if it works as expected. It's interesting to think about how this library handles files! I'll keep that in mind as I proceed and double-check any errors that might come up during this step.",
"reasoning_content": "**Exploring openpyxl usage**\n\nI’m looking into openpyxl and wondering about its requirement for file extensions. It seems I can open a file-like object using `load_workbook(filename=open(file, 'rb'))`. I need to rerun this process to see if it works as expected. It's interesting to think about how this library handles files! I'll keep that in mind as I proceed and double-check any errors that might come up during this step.",
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"id": "rs_002041bba6e51fe5016a0625a9dab48191a2d967a33e91f61d",
"summary": [
{
"type": "summary_text",
"text": "**Exploring openpyxl usage**\n\nI’m looking into openpyxl and wondering about its requirement for file extensions. It seems I can open a file-like object using `load_workbook(filename=open(file, 'rb'))`. I need to rerun this process to see if it works as expected. It's interesting to think about how this library handles files! I'll keep that in mind as I proceed and double-check any errors that might come up during this step."
}
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{
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"content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Repo-/Runtime-Sicherheitslage und vorhandene Import-Struktur prüfen\", \"status\": \"completed\"}, {\"id\": \"download-temp\", \"content\": \"Echte XLSX-Datei temporär aus Drive laden und sofort redigiert verarbeiten\", \"status\": \"completed\"}, {\"id\": \"generate-runtime\", \"content\": \"Runtime-only crypto_wallets/holdings-Zielstruktur und Dry-Run-DB erzeugen\", \"status\": \"in_progress\"}, {\"id\": \"validate\", \"content\": \"Decimal, Mapping, Skips, Snapshot-Date prüfen und aggregierte Kennzahlen berechnen\", \"status\": \"pending\"}, {\"id\": \"verify-clean\", \"content\": \"Sicherstellen, dass Repo clean bleibt und keine echten Daten persistiert wurden\", \"status\": \"pending\"}, {\"id\": \"report\", \"content\": \"Redigierten Dry-Run-Bericht liefern\", \"status\": \"pending\"}], \"summary\": {\"total\": 6, \"pending\": 3, \"in_progress\": 1, \"completed\": 2, \"cancelled\": 0}}",
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{
"id": "call_kaGBTl6nKYOJ095O0BDXUSww",
"call_id": "call_kaGBTl6nKYOJ095O0BDXUSww",
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"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-dryrun.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$RUNTIME/source\\\" >/dev/null\\nFILE=$(find \\\"$RUNTIME\\\" -type f | head -n1)\\nPYTHONPATH=src python - \\\"$FILE\\\" \\\"$RUNTIME\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sqlite3, sys, subprocess\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nfrom datetime import datetime, date\\nimport openpyxl\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\n\\nxlsx=Path(sys.argv[1]); runtime=Path(sys.argv[2])\\noutdir=runtime/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\nwallet_map={\\n 'Swissborg': ('SwissBorg','Exchange','SwissBorg',''),\\n 'Coinbase': ('Coinbase','Exchange','Coinbase',''),\\n 'Binance': ('Binance','Exchange','Binance',''),\\n 'KuCoin': ('KuCoin','Exchange','KuCoin',''),\\n 'Metamask': ('MetaMask','DeFi','MetaMask','EVM'),\\n 'FireFly IOTA': ('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),\\n 'Yoloi Wallet': ('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),\\n 'Nami Wallet': ('Nami Wallet','Software Wallet','Nami','Cardano'),\\n}\\nasset_map={\\n 'AAVE': ('AAVE','AAVE','aave','safe'),\\n 'Band Protocol BAND': ('BAND','Band Protocol','band-protocol','safe'),\\n 'BNB': ('BNB','BNB','binancecoin','safe'),\\n 'CAKE Pancake': ('CAKE','PancakeSwap','pancakeswap-token','safe'),\\n 'Celo CGLD': ('CELO','Celo','celo','safe'),\\n 'Compound COMP': ('COMP','Compound','compound-governance-token','safe'),\\n 'Enjin ENJ': ('ENJ','Enjin Coin','enjincoin','safe'),\\n 'FDUSD': ('FDUSD','First Digital USD','first-digital-usd','safe'),\\n 'Fetch.ai FET': ('FET','Fetch.ai','fetch-ai','safe'),\\n 'Flare FLR': ('FLR','Flare','flare-networks','safe'),\\n 'HBAR': ('HBAR','Hedera','hedera-hashgraph','safe'),\\n 'LL Light Link': ('LL','LightLink','lightlink','safe'),\\n 'Stellar Lumens XLM': ('XLM','Stellar','stellar','safe'),\\n 'The Graph GRT': ('GRT','The Graph','the-graph','safe'),\\n 'VeChain VET': ('VET','VeChain','vechain','safe'),\\n 'VTHO': ('VTHO','VeThor Token','vethor-token','safe'),\\n 'Wilder World WILD': ('WILD','Wilder World','wilder-world','safe'),\\n 'Tether USD': ('USDT','Tether','tether','confirmed_by_user'),\\n 'Swissborg': ('BORG','SwissBorg','swissborg','confirmed_by_user'),\\n}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\nmanual_reasons={\\n 'ADA Cardano':'ambiguous_coingecko_symbol_candidates',\\n 'Amp':'missing_explicit_symbol_in_source_label',\\n 'Avalanche AVAX':'ambiguous_coingecko_symbol_candidates',\\n 'Bitcoin BTC':'ambiguous_coingecko_symbol_candidates',\\n 'Chainlink':'missing_explicit_symbol_in_source_label',\\n 'Decentraland MANA':'ambiguous_coingecko_symbol_candidates',\\n 'DOGE':'ambiguous_coingecko_symbol_candidates',\\n 'Ethereum ETH':'ambiguous_coingecko_symbol_candidates',\\n 'HIGH Highstreet':'ambiguous_coingecko_symbol_candidates',\\n 'IOTA IOT':'source_symbol_label_unclear',\\n 'LUNA Terra':'terra_legacy_migration_risk',\\n 'LUNC Terra Classic':'terra_legacy_migration_risk',\\n 'NETVR':'asset_rebranding_possible',\\n 'NuCypher NU':'legacy_migration_possible',\\n 'Ox ZRX':'name_typo_check_required',\\n 'Polygon MATIC':'polygon_matic_pol_migration_review_required',\\n 'Ripple XRP':'ambiguous_symbol_candidates_but_probable',\\n 'SAND The Sandbox':'ambiguous_coingecko_symbol_candidates',\\n 'SAROS':'manual_confirmation_preferred',\\n 'SKY':'ambiguous_symbol_candidates',\\n 'SOL Solana':'ambiguous_coingecko_symbol_candidates',\\n 'Sundae':'sundaeswap_coingecko_id_not_confirmed',\\n 'USTC Terra Classic':'terra_ustc_legacy_risk',\\n}\\npolygon_suggestion={'source_label':'Polygon MATIC','suggested_symbol':'POL/MATIC review','suggested_coingecko_id':'polygon-ecosystem-token or matic-network requires confirmation','status':'needs_manual_review'}\\nwith xlsx.open('rb') as fh:\\n wb_f=openpyxl.load_workbook(fh, data_only=False, read_only=True)\\nwith xlsx.open('rb') as fh:\\n wb_v=openpyxl.load_workbook(fh, data_only=True, read_only=True)\\nws=wb_f['2024']; wsv=wb_v['2024']\\nsnapshot_raw=wsv.cell(1,2).value\\nsnapshot_date=None; snapshot_date_uncertain=True; snapshot_notes=[]\\nif isinstance(snapshot_raw, datetime): snapshot_date=snapshot_raw.date().isoformat()\\nelif isinstance(snapshot_raw, date): snapshot_date=snapshot_raw.isoformat()\\nelif snapshot_raw: snapshot_date=str(snapshot_raw).strip()\\nk_header=str(ws.cell(2,11).value or '')\\nif snapshot_date:\\n y=re.search(r'(20\\\\d{2})', snapshot_date)\\n if y and ws.title != y.group(1): snapshot_notes.append('sheet_name_differs_from_snapshot_date_year')\\n if '2025' in k_header and (not y or y.group(1)!='2025'): snapshot_notes.append('valuation_header_differs_from_snapshot_date')\\nelse: snapshot_notes.append('snapshot_date_missing_or_unreadable')\\nif snapshot_date and not snapshot_notes: snapshot_date_uncertain=False\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]; wallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'runtime dry-run generated from crypto XLSX; no wallet address'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes'])\\n writer.writeheader(); writer.writerows(wallet_rows)\\nrows_read=ws.max_row\\nasset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip()\\n non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\nhold_rows=[]; decimal_problems=[]; formula_quantity_cells=0; sci_cells=0; blocked_rows=set(); skipped=[]; ignored=[]; importable_labels=set(); missing_cg=set(); unsure=[]; formula_importable=0\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try: d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e: raise ValueError('invalid_decimal') from e\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\nfor r,label in asset_labels:\\n if label in ignored_labels:\\n ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n reason=manual_reasons.get(label,'skipped_needs_manual_review')\\n unsure.append({'label':label,'reason':reason})\\n skipped.append({'label':label,'reason':reason})\\n continue\\n sym,coin,cg,status=asset_map[label]\\n if not cg: missing_cg.add(label)\\n has_any_importable_holding=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n raw_formula=ws.cell(r,c).value; raw_value=wsv.cell(r,c).value\\n if raw_value is None or str(raw_value).strip()=='': continue\\n if isinstance(raw_formula,str) and raw_formula.startswith('='):\\n formula_quantity_cells += 1; formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(raw_value)): sci_cells += 1\\n try: qty=decimal_to_text(raw_value)\\n except ValueError as e:\\n decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)}); blocked_rows.add(r); continue\\n norm_wallet=wallet_map[raw_wallet][0]\\n hold_rows.append({'snapshot_date': snapshot_date or '', 'wallet_name':norm_wallet, 'coin_name':coin, 'symbol':sym, 'coingecko_id':cg, 'quantity':qty, 'verification_status':'unverified', 'last_verified_at':'', 'notes':'initial_snapshot_dry_run; legacy_chf_values_ignored; no_productive_import'})\\n has_any_importable_holding=True\\n if has_any_importable_holding: importable_labels.add(label)\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes'])\\n writer.writeheader(); writer.writerows(hold_rows)\\ndb_path=runtime/'dryrun.sqlite'\\nconn=connect(db_path); apply_migrations(conn)\\nwallet_result_commit_temp=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_crypto_wallets.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=False,source_filename='runtime_crypto_holdings_initial.csv')\\ntemp_holdings_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']\\ntemp_wallet_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']\\nimport_sessions=conn.execute('SELECT import_type,status,rows_total,rows_failed FROM import_sessions ORDER BY created_at').fetchall()\\nconn.close()\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={\\n 'runtime_path_removed_after_command': True,\\n 'source_file_read_from_temp_only': True,\\n 'rows_read': rows_read,\\n 'asset_rows_detected': len(asset_labels),\\n 'wallets_detected': len(source_wallet_headers),\\n 'wallets_normalized': wallets_normalized,\\n 'coins_detected': len(asset_labels),\\n 'safely_mapped_coins': len(importable_labels),\\n 'importable_holdings': len(hold_rows),\\n 'ignored_coins_count': len(ignored),\\n 'uncertain_coins_count': len(unsure),\\n 'missing_coingecko_ids': len(missing_cg),\\n 'decimal_quantity_problems': len(decimal_problems),\\n 'formula_quantity_cells': formula_quantity_cells,\\n 'formula_quantity_cells_in_importable_scope': formula_importable,\\n 'scientific_notation_quantities': sci_cells,\\n 'blocked_rows': len(blocked_rows) + holdings_result.rows_failed,\\n 'snapshot_date_readable': bool(snapshot_date),\\n 'snapshot_date_uncertain': snapshot_date_uncertain,\\n 'snapshot_date_value_redacted': 'readable_but_not_printed' if snapshot_date else None,\\n 'snapshot_uncertainty_reasons': snapshot_notes,\\n 'dry_run_db_created_temp_only': True,\\n 'wallets_imported_to_temp_db_for_validation': temp_wallet_rows,\\n 'holdings_committed_to_temp_db': temp_holdings_rows,\\n 'wallet_import_status_temp_db': wallet_result_commit_temp.status,\\n 'holdings_dry_run_status': holdings_result.status,\\n 'holdings_dry_run_rows_total': holdings_result.rows_total,\\n 'holdings_dry_run_rows_failed': holdings_result.rows_failed,\\n 'technically_importable_for_safe_subset': holdings_result.status == 'dry_run_ok' and len(decimal_problems)==0,\\n 'git_status_clean': git_status == '',\\n 'wallet_mapping': [{'source':k,'normalized':v[0],'type':v[1]} for k,v in wallet_map.items()],\\n 'mapped_coin_labels': sorted(importable_labels),\\n 'ignored_coin_labels': ignored,\\n 'manual_review_coin_labels': sorted(skipped, key=lambda x:x['label']),\\n 'polygon_migration_note': polygon_suggestion,\\n 'legacy_chf_values': 'ignored_completely',\\n 'import_session_statuses': [dict(r) for r in import_sessions],\\n}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 77, in \\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/worksheet/worksheet.py\\\", line 244, in cell\\n cell = self._get_cell(row, column)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/worksheet/_read_only.py\\\", line 132, in _get_cell\\n for row in self._cells_by_row(column, row, column, row):\\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/worksheet/_read_only.py\\\", line 77, in _cells_by_row\\n with self._get_source() as src:\\n ^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.hermes/hermes-agent/venv/lib/python3.11/site-packages/openpyxl/worksheet/_read_only.py\\\", line 57, in _get_source\\n return self.parent._archive.open(self._worksheet_path)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/zipfile.py\\\", line 1593, in open\\n fheader = zef_file.read(sizeFileHeader)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/zipfile.py\\\", line 801, in read\\n self._file.seek(self._pos)\\nValueError: seek of closed file\", \"exit_code\": 1, \"error\": null}",
"tool_call_id": "call_kaGBTl6nKYOJ095O0BDXUSww"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_8U8C4NGekFFFdDdLXlK4GcED",
"call_id": "call_8U8C4NGekFFFdDdLXlK4GcED",
"response_item_id": "fc_002041bba6e51fe5016a0625f2bb708191bb93ab53e0e0bfbe",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-dryrun.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\nFILE_ID='1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN'\\ngog -a friday.uplink@gmail.com drive download \\\"$FILE_ID\\\" --output \\\"$RUNTIME/source_download\\\" >/dev/null\\ncp \\\"$RUNTIME/source_download\\\" \\\"$RUNTIME/source.xlsx\\\"\\nPYTHONPATH=src python - \\\"$RUNTIME/source.xlsx\\\" \\\"$RUNTIME\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sys, subprocess\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nfrom datetime import datetime, date\\nimport openpyxl\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\nxlsx=Path(sys.argv[1]); runtime=Path(sys.argv[2]); outdir=runtime/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\nwallet_map={'Swissborg':('SwissBorg','Exchange','SwissBorg',''),'Coinbase':('Coinbase','Exchange','Coinbase',''),'Binance':('Binance','Exchange','Binance',''),'KuCoin':('KuCoin','Exchange','KuCoin',''),'Metamask':('MetaMask','DeFi','MetaMask','EVM'),'FireFly IOTA':('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),'Yoloi Wallet':('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),'Nami Wallet':('Nami Wallet','Software Wallet','Nami','Cardano')}\\nasset_map={'AAVE':('AAVE','AAVE','aave','safe'),'Band Protocol BAND':('BAND','Band Protocol','band-protocol','safe'),'BNB':('BNB','BNB','binancecoin','safe'),'CAKE Pancake':('CAKE','PancakeSwap','pancakeswap-token','safe'),'Celo CGLD':('CELO','Celo','celo','safe'),'Compound COMP':('COMP','Compound','compound-governance-token','safe'),'Enjin ENJ':('ENJ','Enjin Coin','enjincoin','safe'),'FDUSD':('FDUSD','First Digital USD','first-digital-usd','safe'),'Fetch.ai FET':('FET','Fetch.ai','fetch-ai','safe'),'Flare FLR':('FLR','Flare','flare-networks','safe'),'HBAR':('HBAR','Hedera','hedera-hashgraph','safe'),'LL Light Link':('LL','LightLink','lightlink','safe'),'Stellar Lumens XLM':('XLM','Stellar','stellar','safe'),'The Graph GRT':('GRT','The Graph','the-graph','safe'),'VeChain VET':('VET','VeChain','vechain','safe'),'VTHO':('VTHO','VeThor Token','vethor-token','safe'),'Wilder World WILD':('WILD','Wilder World','wilder-world','safe'),'Tether USD':('USDT','Tether','tether','confirmed_by_user'),'Swissborg':('BORG','SwissBorg','swissborg','confirmed_by_user')}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\nmanual_reasons={'ADA Cardano':'ambiguous_coingecko_symbol_candidates','Amp':'missing_explicit_symbol_in_source_label','Avalanche AVAX':'ambiguous_coingecko_symbol_candidates','Bitcoin BTC':'ambiguous_coingecko_symbol_candidates','Chainlink':'missing_explicit_symbol_in_source_label','Decentraland MANA':'ambiguous_coingecko_symbol_candidates','DOGE':'ambiguous_coingecko_symbol_candidates','Ethereum ETH':'ambiguous_coingecko_symbol_candidates','HIGH Highstreet':'ambiguous_coingecko_symbol_candidates','IOTA IOT':'source_symbol_label_unclear','LUNA Terra':'terra_legacy_migration_risk','LUNC Terra Classic':'terra_legacy_migration_risk','NETVR':'asset_rebranding_possible','NuCypher NU':'legacy_migration_possible','Ox ZRX':'name_typo_check_required','Polygon MATIC':'polygon_matic_pol_migration_review_required','Ripple XRP':'ambiguous_symbol_candidates_but_probable','SAND The Sandbox':'ambiguous_coingecko_symbol_candidates','SAROS':'manual_confirmation_preferred','SKY':'ambiguous_symbol_candidates','SOL Solana':'ambiguous_coingecko_symbol_candidates','Sundae':'sundaeswap_coingecko_id_not_confirmed','USTC Terra Classic':'terra_ustc_legacy_risk'}\\npolygon_suggestion={'source_label':'Polygon MATIC','suggested_symbol':'POL/MATIC review','suggested_coingecko_id':'polygon-ecosystem-token or matic-network requires confirmation','status':'needs_manual_review'}\\nwb_f=openpyxl.load_workbook(xlsx, data_only=False, read_only=True); wb_v=openpyxl.load_workbook(xlsx, data_only=True, read_only=True)\\nws=wb_f['2024']; wsv=wb_v['2024']\\nsnapshot_raw=wsv.cell(1,2).value; snapshot_date=None; snapshot_date_uncertain=True; snapshot_notes=[]\\nif isinstance(snapshot_raw, datetime): snapshot_date=snapshot_raw.date().isoformat()\\nelif isinstance(snapshot_raw, date): snapshot_date=snapshot_raw.isoformat()\\nelif snapshot_raw: snapshot_date=str(snapshot_raw).strip()\\nk_header=str(ws.cell(2,11).value or '')\\nif snapshot_date:\\n y=re.search(r'(20\\\\d{2})', snapshot_date)\\n if y and ws.title != y.group(1): snapshot_notes.append('sheet_name_differs_from_snapshot_date_year')\\n if '2025' in k_header and (not y or y.group(1)!='2025'): snapshot_notes.append('valuation_header_differs_from_snapshot_date')\\nelse: snapshot_notes.append('snapshot_date_missing_or_unreadable')\\nif snapshot_date and not snapshot_notes: snapshot_date_uncertain=False\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]; wallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'runtime dry-run generated from crypto XLSX; no wallet address'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes']); writer.writeheader(); writer.writerows(wallet_rows)\\nrows_read=ws.max_row; asset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip(); non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\nhold_rows=[]; decimal_problems=[]; formula_quantity_cells=0; sci_cells=0; blocked_rows=set(); skipped=[]; ignored=[]; importable_labels=set(); missing_cg=set(); unsure=[]; formula_importable=0\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try: d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e: raise ValueError('invalid_decimal') from e\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\nfor r,label in asset_labels:\\n if label in ignored_labels: ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n reason=manual_reasons.get(label,'skipped_needs_manual_review'); unsure.append({'label':label,'reason':reason}); skipped.append({'label':label,'reason':reason}); continue\\n sym,coin,cg,status=asset_map[label]\\n if not cg: missing_cg.add(label)\\n has_any_importable_holding=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n raw_formula=ws.cell(r,c).value; raw_value=wsv.cell(r,c).value\\n if raw_value is None or str(raw_value).strip()=='': continue\\n if isinstance(raw_formula,str) and raw_formula.startswith('='): formula_quantity_cells += 1; formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(raw_value)): sci_cells += 1\\n try: qty=decimal_to_text(raw_value)\\n except ValueError as e: decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)}); blocked_rows.add(r); continue\\n hold_rows.append({'snapshot_date': snapshot_date or '', 'wallet_name':wallet_map[raw_wallet][0], 'coin_name':coin, 'symbol':sym, 'coingecko_id':cg, 'quantity':qty, 'verification_status':'unverified', 'last_verified_at':'', 'notes':'initial_snapshot_dry_run; legacy_chf_values_ignored; no_productive_import'})\\n has_any_importable_holding=True\\n if has_any_importable_holding: importable_labels.add(label)\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes']); writer.writeheader(); writer.writerows(hold_rows)\\nconn=connect(runtime/'dryrun.sqlite'); apply_migrations(conn)\\nwallet_result_commit_temp=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_crypto_wallets.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=False,source_filename='runtime_crypto_holdings_initial.csv')\\ntemp_holdings_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']; temp_wallet_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']; import_sessions=conn.execute('SELECT import_type,status,rows_total,rows_failed FROM import_sessions ORDER BY created_at').fetchall(); conn.close()\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={'runtime_path_removed_after_command':True,'source_file_read_from_temp_only':True,'rows_read':rows_read,'asset_rows_detected':len(asset_labels),'wallets_detected':len(source_wallet_headers),'wallets_normalized':wallets_normalized,'coins_detected':len(asset_labels),'safely_mapped_coins':len(importable_labels),'importable_holdings':len(hold_rows),'ignored_coins_count':len(ignored),'uncertain_coins_count':len(unsure),'missing_coingecko_ids':len(missing_cg),'decimal_quantity_problems':len(decimal_problems),'formula_quantity_cells':formula_quantity_cells,'formula_quantity_cells_in_importable_scope':formula_importable,'scientific_notation_quantities':sci_cells,'blocked_rows':len(blocked_rows)+holdings_result.rows_failed,'snapshot_date_readable':bool(snapshot_date),'snapshot_date_uncertain':snapshot_date_uncertain,'snapshot_date_value_redacted':'readable_but_not_printed' if snapshot_date else None,'snapshot_uncertainty_reasons':snapshot_notes,'dry_run_db_created_temp_only':True,'wallets_imported_to_temp_db_for_validation':temp_wallet_rows,'holdings_committed_to_temp_db':temp_holdings_rows,'wallet_import_status_temp_db':wallet_result_commit_temp.status,'holdings_dry_run_status':holdings_result.status,'holdings_dry_run_rows_total':holdings_result.rows_total,'holdings_dry_run_rows_failed':holdings_result.rows_failed,'technically_importable_for_safe_subset':holdings_result.status=='dry_run_ok' and len(decimal_problems)==0,'git_status_clean':git_status=='','wallet_mapping':[{'source':k,'normalized':v[0],'type':v[1]} for k,v in wallet_map.items()],'mapped_coin_labels':sorted(importable_labels),'ignored_coin_labels':ignored,'manual_review_coin_labels':sorted(skipped,key=lambda x:x['label']),'polygon_migration_note':polygon_suggestion,'legacy_chf_values':'ignored_completely','import_session_statuses':[dict(r) for r in import_sessions]}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering file handling options**\n\nI’m realizing I don’t need to close the file for read-only access. It seems simpler to copy it to a .xlsx path or load it with read_only=False from a file-like object. The file extension doesn't seem to matter when using file-like objects, but it should close afterward. Openpyxl requires the file to be open. I think I could use shutil.copy to handle the temporary file with the .xlsx extension. Let’s rerun this!",
"reasoning_content": "**Considering file handling options**\n\nI’m realizing I don’t need to close the file for read-only access. It seems simpler to copy it to a .xlsx path or load it with read_only=False from a file-like object. The file extension doesn't seem to matter when using file-like objects, but it should close afterward. Openpyxl requires the file to be open. I think I could use shutil.copy to handle the temporary file with the .xlsx extension. Let’s rerun this!",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBiXyJLQDJa-qKNpjr5J89MI3Qab4vhInI2YkZkqvRdTbP-VjWvuLRDXoLRxJaYOo7wpbt-JX_bPHz_r5uhRVV4HOdz5eqFxhmszRCo3tKQKWN-ocYVyWeiiAFk0w3CO-euBKt1r7zTf-q9utHhf3JmSWMDdSEG30QYRrjEdjNq135SU_DOzz3NzPhySYHVoBcPFi507TpTCCpmgcJvQa2uiXLAKyzyuhLe4nJAsxGQIy6VuNrZPZCWgv91MrKvMtT7KBN7CwTV7jylIp3MERADl3m5whGAKP6ob2w7QVIh59sXPlXDgOgOC-BIv2YdFxdCgVdbIBqSFnWjWSF3dBLanHIS4Cq3mwSdrwcMK308VX6qUpkMXDwkJ7PUaAed_mQBTkWttpnxT37zbqxyWpCvsFhEJVSe9DTbG3dMxkqo-HBRwb2UC028YHnJTyRHMWs_-Xct4ewpLdMBUtJXx_uaHMHWITZUEcvuViylqJRIl5pT3J9bBNYpWAnm5Pey_X8tlt2n5tI0ogF3mVf0FubLgBIdc1pKycaHLdeh83e_Z9c5VJFsdRFeq9QjArywo2cZDpHAfVFzm3ZrrMuSVkvWroauuyDapA2-UE4NfHt8c00A8ZBuQlG__Kt-N8l9FCTwDGtUZuFGVUkKwTEJrKY6ZPghhYeKwbEwWVVNuJfpjTUSjiP5mpN6TiESKaDXzMSsSnYsFzf0HHUVlzWIDCvGOviC4FbII8cy3llSXD6_Skvpn1LhgQRgGGuw9oNXdcbb3sjZi5WoKHpqLS9GujiJOVtZ-TRJkH7jwE8AePEQ0HZV47J_VwrDKUPOSjR_pCItcqyR8APPeMSG1gh1OE6-mo23U9iKiObLI4lAUpoR5vilRsyWkF85y6L0GHPBvTK8Iy1k5FChFU6mmWMcvuM551gLmnXkqbVts66MTCWsm_z_KInf9ktwTPaINEU17fyHErGmHSmwraAwolneecQo81JNHt1-E5sqvRUFtT1kTb8pDXdgYXUWCu2sikbvvo2RZs4XyFBmwq2oLQktYyd3E4la5etFcpUwmDn6MDqGEJcoYEbo93bcoiOzK8R51XZXgSaaNuCinCHkHdwt4yT-diq301B7_QNQ8MvC2kivkHsMGP-gUATyHOlGmHHih9NdEdyb5N-tk-MT9dzFaMpaux4sy6nJYXieGaH-KZ6aBZTFNk4qnPDoGwgN03pRJgcvTwHerYRuYb1SQPZn-wPWHLxQ==",
"id": "rs_002041bba6e51fe5016a0625f002f48191bb58e7d601b188c9",
"summary": [
{
"type": "summary_text",
"text": "**Considering file handling options**\n\nI’m realizing I don’t need to close the file for read-only access. It seems simpler to copy it to a .xlsx path or load it with read_only=False from a file-like object. The file extension doesn't seem to matter when using file-like objects, but it should close afterward. Openpyxl requires the file to be open. I think I could use shutil.copy to handle the temporary file with the .xlsx extension. Let’s rerun this!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 77, in \\nsqlite3.OperationalError: no such column: created_at\", \"exit_code\": 1, \"error\": null}",
"tool_call_id": "call_8U8C4NGekFFFdDdLXlK4GcED"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_4OYGur3AAFK8QHs8BrDFXJJJ",
"call_id": "call_4OYGur3AAFK8QHs8BrDFXJJJ",
"response_item_id": "fc_002041bba6e51fe5016a0626316a088191b2c662b379684ff0",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-dryrun.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\ngog -a friday.uplink@gmail.com drive download '1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN' --output \\\"$RUNTIME/source_download\\\" >/dev/null\\ncp \\\"$RUNTIME/source_download\\\" \\\"$RUNTIME/source.xlsx\\\"\\nPYTHONPATH=src python - \\\"$RUNTIME/source.xlsx\\\" \\\"$RUNTIME\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sys, subprocess\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nfrom datetime import datetime, date\\nimport openpyxl\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\nxlsx=Path(sys.argv[1]); runtime=Path(sys.argv[2]); outdir=runtime/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\nwallet_map={'Swissborg':('SwissBorg','Exchange','SwissBorg',''),'Coinbase':('Coinbase','Exchange','Coinbase',''),'Binance':('Binance','Exchange','Binance',''),'KuCoin':('KuCoin','Exchange','KuCoin',''),'Metamask':('MetaMask','DeFi','MetaMask','EVM'),'FireFly IOTA':('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),'Yoloi Wallet':('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),'Nami Wallet':('Nami Wallet','Software Wallet','Nami','Cardano')}\\nasset_map={'AAVE':('AAVE','AAVE','aave','safe'),'Band Protocol BAND':('BAND','Band Protocol','band-protocol','safe'),'BNB':('BNB','BNB','binancecoin','safe'),'CAKE Pancake':('CAKE','PancakeSwap','pancakeswap-token','safe'),'Celo CGLD':('CELO','Celo','celo','safe'),'Compound COMP':('COMP','Compound','compound-governance-token','safe'),'Enjin ENJ':('ENJ','Enjin Coin','enjincoin','safe'),'FDUSD':('FDUSD','First Digital USD','first-digital-usd','safe'),'Fetch.ai FET':('FET','Fetch.ai','fetch-ai','safe'),'Flare FLR':('FLR','Flare','flare-networks','safe'),'HBAR':('HBAR','Hedera','hedera-hashgraph','safe'),'LL Light Link':('LL','LightLink','lightlink','safe'),'Stellar Lumens XLM':('XLM','Stellar','stellar','safe'),'The Graph GRT':('GRT','The Graph','the-graph','safe'),'VeChain VET':('VET','VeChain','vechain','safe'),'VTHO':('VTHO','VeThor Token','vethor-token','safe'),'Wilder World WILD':('WILD','Wilder World','wilder-world','safe'),'Tether USD':('USDT','Tether','tether','confirmed_by_user'),'Swissborg':('BORG','SwissBorg','swissborg','confirmed_by_user')}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\nmanual_reasons={'ADA Cardano':'ambiguous_coingecko_symbol_candidates','Amp':'missing_explicit_symbol_in_source_label','Avalanche AVAX':'ambiguous_coingecko_symbol_candidates','Bitcoin BTC':'ambiguous_coingecko_symbol_candidates','Chainlink':'missing_explicit_symbol_in_source_label','Decentraland MANA':'ambiguous_coingecko_symbol_candidates','DOGE':'ambiguous_coingecko_symbol_candidates','Ethereum ETH':'ambiguous_coingecko_symbol_candidates','HIGH Highstreet':'ambiguous_coingecko_symbol_candidates','IOTA IOT':'source_symbol_label_unclear','LUNA Terra':'terra_legacy_migration_risk','LUNC Terra Classic':'terra_legacy_migration_risk','NETVR':'asset_rebranding_possible','NuCypher NU':'legacy_migration_possible','Ox ZRX':'name_typo_check_required','Polygon MATIC':'polygon_matic_pol_migration_review_required','Ripple XRP':'ambiguous_symbol_candidates_but_probable','SAND The Sandbox':'ambiguous_coingecko_symbol_candidates','SAROS':'manual_confirmation_preferred','SKY':'ambiguous_symbol_candidates','SOL Solana':'ambiguous_coingecko_symbol_candidates','Sundae':'sundaeswap_coingecko_id_not_confirmed','USTC Terra Classic':'terra_ustc_legacy_risk'}\\npolygon_suggestion={'source_label':'Polygon MATIC','suggested_symbol':'POL/MATIC review','suggested_coingecko_id':'polygon-ecosystem-token or matic-network requires confirmation','status':'needs_manual_review'}\\nwb_f=openpyxl.load_workbook(xlsx, data_only=False, read_only=True); wb_v=openpyxl.load_workbook(xlsx, data_only=True, read_only=True); ws=wb_f['2024']; wsv=wb_v['2024']\\nsnapshot_raw=wsv.cell(1,2).value; snapshot_date=None; snapshot_date_uncertain=True; snapshot_notes=[]\\nif isinstance(snapshot_raw, datetime): snapshot_date=snapshot_raw.date().isoformat()\\nelif isinstance(snapshot_raw, date): snapshot_date=snapshot_raw.isoformat()\\nelif snapshot_raw: snapshot_date=str(snapshot_raw).strip()\\nk_header=str(ws.cell(2,11).value or '')\\nif snapshot_date:\\n y=re.search(r'(20\\\\d{2})', snapshot_date)\\n if y and ws.title != y.group(1): snapshot_notes.append('sheet_name_differs_from_snapshot_date_year')\\n if '2025' in k_header and (not y or y.group(1)!='2025'): snapshot_notes.append('valuation_header_differs_from_snapshot_date')\\nelse: snapshot_notes.append('snapshot_date_missing_or_unreadable')\\nif snapshot_date and not snapshot_notes: snapshot_date_uncertain=False\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]; wallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'runtime dry-run generated from crypto XLSX; no wallet address'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f: writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes']); writer.writeheader(); writer.writerows(wallet_rows)\\nrows_read=ws.max_row; asset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip(); non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\nhold_rows=[]; decimal_problems=[]; formula_quantity_cells=0; sci_cells=0; blocked_rows=set(); skipped=[]; ignored=[]; importable_labels=set(); missing_cg=set(); formula_importable=0\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try: d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e: raise ValueError('invalid_decimal') from e\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\nfor r,label in asset_labels:\\n if label in ignored_labels: ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n reason=manual_reasons.get(label,'skipped_needs_manual_review'); skipped.append({'label':label,'reason':reason}); continue\\n sym,coin,cg,status=asset_map[label]\\n if not cg: missing_cg.add(label)\\n has_any=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n raw_formula=ws.cell(r,c).value; raw_value=wsv.cell(r,c).value\\n if raw_value is None or str(raw_value).strip()=='': continue\\n if isinstance(raw_formula,str) and raw_formula.startswith('='): formula_quantity_cells += 1; formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(raw_value)): sci_cells += 1\\n try: qty=decimal_to_text(raw_value)\\n except ValueError as e: decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)}); blocked_rows.add(r); continue\\n hold_rows.append({'snapshot_date': snapshot_date or '', 'wallet_name':wallet_map[raw_wallet][0], 'coin_name':coin, 'symbol':sym, 'coingecko_id':cg, 'quantity':qty, 'verification_status':'unverified', 'last_verified_at':'', 'notes':'initial_snapshot_dry_run; legacy_chf_values_ignored; no_productive_import'}); has_any=True\\n if has_any: importable_labels.add(label)\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f: writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes']); writer.writeheader(); writer.writerows(hold_rows)\\nconn=connect(runtime/'dryrun.sqlite'); apply_migrations(conn)\\nwallet_result=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_crypto_wallets.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=False,source_filename='runtime_crypto_holdings_initial.csv')\\ntemp_holdings_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']; temp_wallet_rows=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']; import_sessions=conn.execute('SELECT import_type,status,rows_total,rows_failed FROM import_sessions ORDER BY rowid').fetchall(); conn.close()\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={'runtime_path_removed_after_command':True,'source_file_read_from_temp_only':True,'rows_read':rows_read,'asset_rows_detected':len(asset_labels),'wallets_detected':len(source_wallet_headers),'wallets_normalized':wallets_normalized,'coins_detected':len(asset_labels),'safely_mapped_coins':len(importable_labels),'importable_holdings':len(hold_rows),'ignored_coins_count':len(ignored),'uncertain_coins_count':len(skipped),'missing_coingecko_ids':len(missing_cg),'decimal_quantity_problems':len(decimal_problems),'formula_quantity_cells':formula_quantity_cells,'formula_quantity_cells_in_importable_scope':formula_importable,'scientific_notation_quantities':sci_cells,'blocked_rows':len(blocked_rows)+holdings_result.rows_failed,'snapshot_date_readable':bool(snapshot_date),'snapshot_date_uncertain':snapshot_date_uncertain,'snapshot_date_value_redacted':'readable_but_not_printed' if snapshot_date else None,'snapshot_uncertainty_reasons':snapshot_notes,'dry_run_db_created_temp_only':True,'wallets_imported_to_temp_db_for_validation':temp_wallet_rows,'holdings_committed_to_temp_db':temp_holdings_rows,'wallet_import_status_temp_db':wallet_result.status,'holdings_dry_run_status':holdings_result.status,'holdings_dry_run_rows_total':holdings_result.rows_total,'holdings_dry_run_rows_failed':holdings_result.rows_failed,'technically_importable_for_safe_subset':holdings_result.status=='dry_run_ok' and len(decimal_problems)==0,'git_status_clean':git_status=='','wallet_mapping':[{'source':k,'normalized':v[0],'type':v[1]} for k,v in wallet_map.items()],'mapped_coin_labels':sorted(importable_labels),'ignored_coin_labels':ignored,'manual_review_coin_labels':sorted(skipped,key=lambda x:x['label']),'polygon_migration_note':polygon_suggestion,'legacy_chf_values':'ignored_completely','import_session_statuses':[dict(r) for r in import_sessions]}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering order methods**\n\nI'm thinking about how to handle ordering in a situation where I need to order by something that's not the created_at field. My best guess is to use the rowid instead. This approach seems straightforward since rowid represents the unique identifier for each row. It could simplify the ordering process. I’ll want to double-check if this works as expected in the context I'm using it for.",
"reasoning_content": "**Considering order methods**\n\nI'm thinking about how to handle ordering in a situation where I need to order by something that's not the created_at field. My best guess is to use the rowid instead. This approach seems straightforward since rowid represents the unique identifier for each row. It could simplify the ordering process. I’ll want to double-check if this works as expected in the context I'm using it for.",
"codex_reasoning_items": [
{
"type": "reasoning",
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"id": "rs_002041bba6e51fe5016a06262f6ba0819198cd2262d025299d",
"summary": [
{
"type": "summary_text",
"text": "**Considering order methods**\n\nI'm thinking about how to handle ordering in a situation where I need to order by something that's not the created_at field. My best guess is to use the rowid instead. This approach seems straightforward since rowid represents the unique identifier for each row. It could simplify the ordering process. I’ll want to double-check if this works as expected in the context I'm using it for."
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\n \\\"runtime_path_removed_after_command\\\": true,\\n \\\"source_file_read_from_temp_only\\\": true,\\n \\\"rows_read\\\": 53,\\n \\\"asset_rows_detected\\\": 44,\\n \\\"wallets_detected\\\": 8,\\n \\\"wallets_normalized\\\": 4,\\n \\\"coins_detected\\\": 44,\\n \\\"safely_mapped_coins\\\": 19,\\n \\\"importable_holdings\\\": 25,\\n \\\"ignored_coins_count\\\": 2,\\n \\\"uncertain_coins_count\\\": 23,\\n \\\"missing_coingecko_ids\\\": 0,\\n \\\"decimal_quantity_problems\\\": 0,\\n \\\"formula_quantity_cells\\\": 0,\\n \\\"formula_quantity_cells_in_importable_scope\\\": 0,\\n \\\"scientific_notation_quantities\\\": 2,\\n \\\"blocked_rows\\\": 0,\\n \\\"snapshot_date_readable\\\": true,\\n \\\"snapshot_date_uncertain\\\": true,\\n \\\"snapshot_date_value_redacted\\\": \\\"readable_but_not_printed\\\",\\n \\\"snapshot_uncertainty_reasons\\\": [\\n \\\"sheet_name_differs_from_snapshot_date_year\\\"\\n ],\\n \\\"dry_run_db_created_temp_only\\\": true,\\n \\\"wallets_imported_to_temp_db_for_validation\\\": 8,\\n \\\"holdings_committed_to_temp_db\\\": 0,\\n \\\"wallet_import_status_temp_db\\\": \\\"committed\\\",\\n \\\"holdings_dry_run_status\\\": \\\"dry_run_ok\\\",\\n \\\"holdings_dry_run_rows_total\\\": 25,\\n \\\"holdings_dry_run_rows_failed\\\": 0,\\n \\\"technically_importable_for_safe_subset\\\": true,\\n \\\"git_status_clean\\\": true,\\n \\\"wallet_mapping\\\": [\\n {\\n \\\"source\\\": \\\"Swissborg\\\",\\n \\\"normalized\\\": \\\"SwissBorg\\\",\\n \\\"type\\\": \\\"Exchange\\\"\\n },\\n {\\n \\\"source\\\": \\\"Coinbase\\\",\\n \\\"normalized\\\": \\\"Coinbase\\\",\\n \\\"type\\\": \\\"Exchange\\\"\\n },\\n {\\n \\\"source\\\": \\\"Binance\\\",\\n \\\"normalized\\\": \\\"Binance\\\",\\n \\\"type\\\": \\\"Exchange\\\"\\n },\\n {\\n \\\"source\\\": \\\"KuCoin\\\",\\n \\\"normalized\\\": \\\"KuCoin\\\",\\n \\\"type\\\": \\\"Exchange\\\"\\n },\\n {\\n \\\"source\\\": \\\"Metamask\\\",\\n \\\"normalized\\\": \\\"MetaMask\\\",\\n \\\"type\\\": \\\"DeFi\\\"\\n },\\n {\\n \\\"source\\\": \\\"FireFly IOTA\\\",\\n \\\"normalized\\\": \\\"Firefly IOTA Wallet\\\",\\n \\\"type\\\": \\\"Software Wallet\\\"\\n },\\n {\\n \\\"source\\\": \\\"Yoloi Wallet\\\",\\n \\\"normalized\\\": \\\"Yoroi Wallet\\\",\\n \\\"type\\\": \\\"Software Wallet\\\"\\n },\\n {\\n \\\"source\\\": \\\"Nami Wallet\\\",\\n \\\"normalized\\\": \\\"Nami Wallet\\\",\\n \\\"type\\\": \\\"Software Wallet\\\"\\n }\\n ],\\n \\\"mapped_coin_labels\\\": [\\n \\\"AAVE\\\",\\n \\\"BNB\\\",\\n \\\"Band Protocol BAND\\\",\\n \\\"CAKE Pancake\\\",\\n \\\"Celo CGLD\\\",\\n \\\"Compound COMP\\\",\\n \\\"Enjin ENJ\\\",\\n \\\"FDUSD\\\",\\n \\\"Fetch.ai FET\\\",\\n \\\"Flare FLR\\\",\\n \\\"HBAR\\\",\\n \\\"LL Light Link\\\",\\n \\\"Stellar Lumens XLM\\\",\\n \\\"Swissborg\\\",\\n \\\"Tether USD\\\",\\n \\\"The Graph GRT\\\",\\n \\\"VTHO\\\",\\n \\\"VeChain VET\\\",\\n \\\"Wilder World WILD\\\"\\n ],\\n \\\"ignored_coin_labels\\\": [\\n {\\n \\\"label\\\": \\\"NIGHT\\\",\\n \\\"reason\\\": \\\"ignored_by_user\\\"\\n },\\n {\\n \\\"label\\\": \\\"S Sonic\\\",\\n \\\"reason\\\": \\\"ignored_by_user\\\"\\n }\\n ],\\n \\\"manual_review_coin_labels\\\": [\\n {\\n \\\"label\\\": \\\"ADA Cardano\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Amp\\\",\\n \\\"reason\\\": \\\"missing_explicit_symbol_in_source_label\\\"\\n },\\n {\\n \\\"label\\\": \\\"Avalanche AVAX\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Bitcoin BTC\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Chainlink\\\",\\n \\\"reason\\\": \\\"missing_explicit_symbol_in_source_label\\\"\\n },\\n {\\n \\\"label\\\": \\\"DOGE\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Decentraland MANA\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Ethereum ETH\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"HIGH Highstreet\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"IOTA IOT\\\",\\n \\\"reason\\\": \\\"source_symbol_label_unclear\\\"\\n },\\n {\\n \\\"label\\\": \\\"LUNA Terra\\\",\\n \\\"reason\\\": \\\"terra_legacy_migration_risk\\\"\\n },\\n {\\n \\\"label\\\": \\\"LUNC Terra Classic\\\",\\n \\\"reason\\\": \\\"terra_legacy_migration_risk\\\"\\n },\\n {\\n \\\"label\\\": \\\"NETVR\\\",\\n \\\"reason\\\": \\\"asset_rebranding_possible\\\"\\n },\\n {\\n \\\"label\\\": \\\"NuCypher NU\\\",\\n \\\"reason\\\": \\\"legacy_migration_possible\\\"\\n },\\n {\\n \\\"label\\\": \\\"Ox ZRX\\\",\\n \\\"reason\\\": \\\"name_typo_check_required\\\"\\n },\\n {\\n \\\"label\\\": \\\"Polygon MATIC\\\",\\n \\\"reason\\\": \\\"polygon_matic_pol_migration_review_required\\\"\\n },\\n {\\n \\\"label\\\": \\\"Ripple XRP\\\",\\n \\\"reason\\\": \\\"ambiguous_symbol_candidates_but_probable\\\"\\n },\\n {\\n \\\"label\\\": \\\"SAND The Sandbox\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"SAROS\\\",\\n \\\"reason\\\": \\\"manual_confirmation_preferred\\\"\\n },\\n {\\n \\\"label\\\": \\\"SKY\\\",\\n \\\"reason\\\": \\\"ambiguous_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"SOL Solana\\\",\\n \\\"reason\\\": \\\"ambiguous_coingecko_symbol_candidates\\\"\\n },\\n {\\n \\\"label\\\": \\\"Sundae\\\",\\n \\\"reason\\\": \\\"sundaeswap_coingecko_id_not_confirmed\\\"\\n },\\n {\\n \\\"label\\\": \\\"USTC Terra Classic\\\",\\n \\\"reason\\\": \\\"terra_ustc_legacy_risk\\\"\\n }\\n ],\\n \\\"polygon_migration_note\\\": {\\n \\\"source_label\\\": \\\"Polygon MATIC\\\",\\n \\\"suggested_symbol\\\": \\\"POL/MATIC review\\\",\\n \\\"suggested_coingecko_id\\\": \\\"polygon-ecosystem-token or matic-network requires confirmation\\\",\\n \\\"status\\\": \\\"needs_manual_review\\\"\\n },\\n \\\"legacy_chf_values\\\": \\\"ignored_completely\\\",\\n \\\"import_session_statuses\\\": [\\n {\\n \\\"import_type\\\": \\\"crypto_wallets\\\",\\n \\\"status\\\": \\\"committed\\\",\\n \\\"rows_total\\\": 8,\\n \\\"rows_failed\\\": 0\\n },\\n {\\n \\\"import_type\\\": \\\"crypto_holdings\\\",\\n \\\"status\\\": \\\"dry_run_ok\\\",\\n \\\"rows_total\\\": 25,\\n \\\"rows_failed\\\": 0\\n }\\n ]\\n}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_4OYGur3AAFK8QHs8BrDFXJJJ"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_vBliXf7g1QP1c9kVPl5RbtlE",
"call_id": "call_vBliXf7g1QP1c9kVPl5RbtlE",
"response_item_id": "fc_002041bba6e51fe5016a06267318c48191ae0490dff1175286",
"type": "function",
"function": {
"name": "todo",
"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Runtime-only crypto_wallets/holdings-Zielstruktur und Dry-Run-DB erzeugen\",\"id\":\"generate-runtime\",\"status\":\"completed\"},{\"content\":\"Decimal, Mapping, Skips, Snapshot-Date prüfen und aggregierte Kennzahlen berechnen\",\"id\":\"validate\",\"status\":\"completed\"},{\"content\":\"Sicherstellen, dass Repo clean bleibt und keine echten Daten persistiert wurden\",\"id\":\"verify-clean\",\"status\":\"in_progress\"}]}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
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"content": "{\"output\": \"{\\\"all_quantity_formula_cells\\\": 3, \\\"all_scientific_notation_quantity_cells\\\": 2, \\\"all_decimal_parse_bad\\\": 0}\", \"exit_code\": 0, \"error\": null}",
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"content": "Durchgeführt, Sir — kontrollierter **Import-Dry-Run / Mapping-Test**, weiterhin ohne produktiven Import und ohne echte Mengen/Werte im Chat.\n\n## Sicherheitsstatus\n\n- Echte XLSX-Datei: nur temporär aus Google Drive gelesen.\n- Runtime-/Temp-Verzeichnis: nach Ausführung entfernt.\n- Ziel-CSV-Dateien: nur im Temp-/Runtime-Kontext erzeugt.\n- Dry-Run-DB: nur temporär erzeugt und entfernt.\n- Produktive Finanzdatenbank: **nicht verändert**.\n- Crypto-Holdings: **nicht committed**.\n- Git-Repository: **clean**.\n- Echte Mengen/Werte: **nicht ausgegeben**.\n- Legacy-CHF-Spalten K–Q: **vollständig ignoriert**.\n\n## Dry-Run-Ergebnis aggregiert\n\n- Anzahl Zeilen gelesen: 53\n- Anzahl Asset-Zeilen erkannt: 44\n- Anzahl Wallets erkannt: 8\n- Anzahl Wallets normalisiert: 4\n- Anzahl Coins erkannt: 44\n- Anzahl sicher gemappte Coins: 19\n- Anzahl importierbare Holdings: 25\n- Anzahl ignorierte Coins: 2\n- Anzahl unsichere / ausgelassene Coins: 23\n- Anzahl fehlende CoinGecko-IDs im importierbaren Set: 0\n- Anzahl Decimal-/Mengenprobleme: 0\n- Anzahl Formel-Mengenzellen:\n - Gesamtdatei: 3\n - importierbares Safe-Subset: 0\n- Anzahl Scientific-Notation-Mengen:\n - Gesamtdatei / importierbares Set: 2\n- Anzahl blockierte Zeilen: 0\n- Snapshot-Stichtag:\n - Datum aus Datei lesbar: ja\n - aber als **unsicher** markiert\n - Grund: Sheetname weicht vom auslesbaren Snapshot-Jahr ab\n- Holdings-Dry-Run-Status: `dry_run_ok`\n- Technisch importfähig für das sichere Subset: **ja**\n\nKleine Anmerkung: Die Scientific-Notation-Fälle wurden korrekt als Decimal-Text normalisiert. Kein Float-Zirkus. Ein seltener Sieg der Zivilisation.\n\n## Wallet-Mapping angewendet\n\n- Swissborg → SwissBorg\n - Typ: Exchange\n\n- Coinbase → Coinbase\n - Typ: Exchange\n\n- Binance → Binance\n - Typ: Exchange\n\n- KuCoin → KuCoin\n - Typ: Exchange\n\n- Metamask → MetaMask\n - Typ: DeFi\n\n- FireFly IOTA → Firefly IOTA Wallet\n - Typ: Software Wallet\n\n- Yoloi Wallet → Yoroi Wallet\n - Typ: Software Wallet\n\n- Nami Wallet → Nami Wallet\n - Typ: Software Wallet\n\n## Sicher gemappte / importierbare Coin-Labels\n\nDiese Coin-Labels wurden im Dry Run berücksichtigt:\n\n- AAVE\n- BNB\n- Band Protocol BAND\n- CAKE Pancake\n- Celo CGLD\n- Compound COMP\n- Enjin ENJ\n- FDUSD\n- Fetch.ai FET\n- Flare FLR\n- HBAR\n- LL Light Link\n- Stellar Lumens XLM\n- Swissborg\n- Tether USD\n- The Graph GRT\n- VTHO\n- VeChain VET\n- Wilder World WILD\n\nDabei wurden Ihre expliziten Entscheidungen angewendet:\n\n- Tether USD → USDT / `tether`\n- Swissborg → BORG / `swissborg`\n\n## Explizit ignorierte Coins\n\nDiese wurden wie gewünscht **nicht importiert**, **nicht blockiert**, sondern als ignored/skipped gezählt:\n\n- NIGHT\n - Grund: ignored_by_user\n\n- S Sonic\n - Grund: ignored_by_user\n\n## Unsichere / ausgelassene Coin-Labels für manuelle Nacharbeit\n\nDiese wurden im ersten Dry Run **nicht importiert** und **nicht blockiert**, sondern als `needs_manual_review` / skipped gezählt:\n\n- ADA Cardano\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Amp\n - Grund: Symbol nicht explizit im Source-Label\n\n- Avalanche AVAX\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Bitcoin BTC\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Chainlink\n - Grund: Symbol nicht explizit im Source-Label\n\n- DOGE\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Decentraland MANA\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Ethereum ETH\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- HIGH Highstreet\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- IOTA IOT\n - Grund: Source-Symbol/Label unklar\n\n- LUNA Terra\n - Grund: Terra-/Legacy-Migrationsrisiko\n\n- LUNC Terra Classic\n - Grund: Terra-/Legacy-Migrationsrisiko\n\n- NETVR\n - Grund: mögliches Asset-Rebranding\n\n- NuCypher NU\n - Grund: Legacy-/Migrationsfall möglich\n\n- Ox ZRX\n - Grund: Source-Label-Schreibweise sollte geprüft werden\n\n- Polygon MATIC\n - Grund: MATIC/POL-Migrationsfall, nicht automatisch importiert\n\n- Ripple XRP\n - Grund: mehrere Symbolkandidaten, obwohl fachlich wahrscheinlich eindeutig\n\n- SAND The Sandbox\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- SAROS\n - Grund: manuelle Bestätigung bevorzugt\n\n- SKY\n - Grund: mehrdeutige Symbolkandidaten\n\n- SOL Solana\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Sundae\n - Grund: als SundaeSwap vorgemerkt, aber CoinGecko-ID nicht sicher bestätigt\n\n- USTC Terra Classic\n - Grund: Terra-/USTC-Legacy-Risiko\n\n## Polygon / MATIC / POL\n\nFür `Polygon MATIC` wurde kein automatischer Import gemacht.\n\nDry-Run-Markierung:\n\n- source_label: Polygon MATIC\n- Status: needs_manual_review\n- Vorschlag:\n - prüfen, ob aktuelles Asset als `polygon-ecosystem-token` / POL geführt werden soll\n - oder ob historisch/initial weiterhin `matic-network` / MATIC verwendet werden soll\n\nEmpfehlung: Nicht automatisch mappen. Erst manuell entscheiden, sonst bauen wir eine kleine finanztechnische Zeitbombe mit hübschem Logo.\n\n## Legacy-CHF-Werte\n\nWie angewiesen:\n\n- Spalten K–Q vollständig ignoriert.\n- Keine Legacy-CHF-Werte in Zielstruktur übernommen.\n- Keine Kontrollwerte gespeichert.\n- Dashboard soll spätere aktuelle Bewertung über CoinGecko/Preisdaten berechnen.\n\n## Temporäre Import-Zielstruktur\n\nIm Runtime-Kontext wurden erzeugt und gegen die Dry-Run-DB getestet:\n\n- `crypto_wallets.csv`\n- `crypto_holdings_initial.csv`\n- temporäre SQLite-Dry-Run-DB\n\nValidierungsablauf:\n\n- Wallets wurden nur in der temporären DB committed, damit Holdings gegen existierende Wallets validiert werden konnten.\n- Holdings wurden mit `commit=False` dry-run-validiert.\n- In der temporären DB wurden **0 Holdings committed**.\n- Danach wurde der gesamte Runtime-Kontext entfernt.\n\n## Import-Session-Status in Temp-DB\n\n- `crypto_wallets`\n - Status: committed\n - Kontext: nur temporäre Dry-Run-DB\n - Zeilen: 8\n - Fehler: 0\n\n- `crypto_holdings`\n - Status: dry_run_ok\n - Zeilen: 25\n - Fehler: 0\n\n## Empfehlung\n\nEin produktiver Initial-Snapshot-Import für das **sichere Subset** wäre technisch vertretbar, aber nur unter diesen Bedingungen:\n\n1. Der Snapshot-Stichtag wird noch final bestätigt.\n2. Der Import bleibt auf die 19 sicher gemappten Coins beschränkt.\n3. Unsichere/ignorierte Coins bleiben ausgelassen.\n4. Legacy-CHF-Werte bleiben ignoriert.\n5. Der produktive Import schreibt ausschließlich:\n - Wallets\n - Crypto Assets\n - Initial Holdings als Snapshot\n - Audit-/Import-Session-Einträge\n6. Vorher sollte ein finaler Git-Safety-/Repo-Check laufen.\n7. Die Produktiv-DB muss klar als Runtime-Datenbank außerhalb des Repos liegen.\n\nMein Urteil: **Ja, für das sichere Subset ist der nächste Schritt vertretbar — aber erst nach Ihrer expliziten Freigabe für produktives Schreiben und nach Klärung des Snapshot-Stichtags.**",
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"text": "Durchgeführt, Sir — kontrollierter **Import-Dry-Run / Mapping-Test**, weiterhin ohne produktiven Import und ohne echte Mengen/Werte im Chat.\n\n## Sicherheitsstatus\n\n- Echte XLSX-Datei: nur temporär aus Google Drive gelesen.\n- Runtime-/Temp-Verzeichnis: nach Ausführung entfernt.\n- Ziel-CSV-Dateien: nur im Temp-/Runtime-Kontext erzeugt.\n- Dry-Run-DB: nur temporär erzeugt und entfernt.\n- Produktive Finanzdatenbank: **nicht verändert**.\n- Crypto-Holdings: **nicht committed**.\n- Git-Repository: **clean**.\n- Echte Mengen/Werte: **nicht ausgegeben**.\n- Legacy-CHF-Spalten K–Q: **vollständig ignoriert**.\n\n## Dry-Run-Ergebnis aggregiert\n\n- Anzahl Zeilen gelesen: 53\n- Anzahl Asset-Zeilen erkannt: 44\n- Anzahl Wallets erkannt: 8\n- Anzahl Wallets normalisiert: 4\n- Anzahl Coins erkannt: 44\n- Anzahl sicher gemappte Coins: 19\n- Anzahl importierbare Holdings: 25\n- Anzahl ignorierte Coins: 2\n- Anzahl unsichere / ausgelassene Coins: 23\n- Anzahl fehlende CoinGecko-IDs im importierbaren Set: 0\n- Anzahl Decimal-/Mengenprobleme: 0\n- Anzahl Formel-Mengenzellen:\n - Gesamtdatei: 3\n - importierbares Safe-Subset: 0\n- Anzahl Scientific-Notation-Mengen:\n - Gesamtdatei / importierbares Set: 2\n- Anzahl blockierte Zeilen: 0\n- Snapshot-Stichtag:\n - Datum aus Datei lesbar: ja\n - aber als **unsicher** markiert\n - Grund: Sheetname weicht vom auslesbaren Snapshot-Jahr ab\n- Holdings-Dry-Run-Status: `dry_run_ok`\n- Technisch importfähig für das sichere Subset: **ja**\n\nKleine Anmerkung: Die Scientific-Notation-Fälle wurden korrekt als Decimal-Text normalisiert. Kein Float-Zirkus. Ein seltener Sieg der Zivilisation.\n\n## Wallet-Mapping angewendet\n\n- Swissborg → SwissBorg\n - Typ: Exchange\n\n- Coinbase → Coinbase\n - Typ: Exchange\n\n- Binance → Binance\n - Typ: Exchange\n\n- KuCoin → KuCoin\n - Typ: Exchange\n\n- Metamask → MetaMask\n - Typ: DeFi\n\n- FireFly IOTA → Firefly IOTA Wallet\n - Typ: Software Wallet\n\n- Yoloi Wallet → Yoroi Wallet\n - Typ: Software Wallet\n\n- Nami Wallet → Nami Wallet\n - Typ: Software Wallet\n\n## Sicher gemappte / importierbare Coin-Labels\n\nDiese Coin-Labels wurden im Dry Run berücksichtigt:\n\n- AAVE\n- BNB\n- Band Protocol BAND\n- CAKE Pancake\n- Celo CGLD\n- Compound COMP\n- Enjin ENJ\n- FDUSD\n- Fetch.ai FET\n- Flare FLR\n- HBAR\n- LL Light Link\n- Stellar Lumens XLM\n- Swissborg\n- Tether USD\n- The Graph GRT\n- VTHO\n- VeChain VET\n- Wilder World WILD\n\nDabei wurden Ihre expliziten Entscheidungen angewendet:\n\n- Tether USD → USDT / `tether`\n- Swissborg → BORG / `swissborg`\n\n## Explizit ignorierte Coins\n\nDiese wurden wie gewünscht **nicht importiert**, **nicht blockiert**, sondern als ignored/skipped gezählt:\n\n- NIGHT\n - Grund: ignored_by_user\n\n- S Sonic\n - Grund: ignored_by_user\n\n## Unsichere / ausgelassene Coin-Labels für manuelle Nacharbeit\n\nDiese wurden im ersten Dry Run **nicht importiert** und **nicht blockiert**, sondern als `needs_manual_review` / skipped gezählt:\n\n- ADA Cardano\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Amp\n - Grund: Symbol nicht explizit im Source-Label\n\n- Avalanche AVAX\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Bitcoin BTC\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Chainlink\n - Grund: Symbol nicht explizit im Source-Label\n\n- DOGE\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Decentraland MANA\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Ethereum ETH\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- HIGH Highstreet\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- IOTA IOT\n - Grund: Source-Symbol/Label unklar\n\n- LUNA Terra\n - Grund: Terra-/Legacy-Migrationsrisiko\n\n- LUNC Terra Classic\n - Grund: Terra-/Legacy-Migrationsrisiko\n\n- NETVR\n - Grund: mögliches Asset-Rebranding\n\n- NuCypher NU\n - Grund: Legacy-/Migrationsfall möglich\n\n- Ox ZRX\n - Grund: Source-Label-Schreibweise sollte geprüft werden\n\n- Polygon MATIC\n - Grund: MATIC/POL-Migrationsfall, nicht automatisch importiert\n\n- Ripple XRP\n - Grund: mehrere Symbolkandidaten, obwohl fachlich wahrscheinlich eindeutig\n\n- SAND The Sandbox\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- SAROS\n - Grund: manuelle Bestätigung bevorzugt\n\n- SKY\n - Grund: mehrdeutige Symbolkandidaten\n\n- SOL Solana\n - Grund: mehrdeutige CoinGecko-Symbolkandidaten\n\n- Sundae\n - Grund: als SundaeSwap vorgemerkt, aber CoinGecko-ID nicht sicher bestätigt\n\n- USTC Terra Classic\n - Grund: Terra-/USTC-Legacy-Risiko\n\n## Polygon / MATIC / POL\n\nFür `Polygon MATIC` wurde kein automatischer Import gemacht.\n\nDry-Run-Markierung:\n\n- source_label: Polygon MATIC\n- Status: needs_manual_review\n- Vorschlag:\n - prüfen, ob aktuelles Asset als `polygon-ecosystem-token` / POL geführt werden soll\n - oder ob historisch/initial weiterhin `matic-network` / MATIC verwendet werden soll\n\nEmpfehlung: Nicht automatisch mappen. Erst manuell entscheiden, sonst bauen wir eine kleine finanztechnische Zeitbombe mit hübschem Logo.\n\n## Legacy-CHF-Werte\n\nWie angewiesen:\n\n- Spalten K–Q vollständig ignoriert.\n- Keine Legacy-CHF-Werte in Zielstruktur übernommen.\n- Keine Kontrollwerte gespeichert.\n- Dashboard soll spätere aktuelle Bewertung über CoinGecko/Preisdaten berechnen.\n\n## Temporäre Import-Zielstruktur\n\nIm Runtime-Kontext wurden erzeugt und gegen die Dry-Run-DB getestet:\n\n- `crypto_wallets.csv`\n- `crypto_holdings_initial.csv`\n- temporäre SQLite-Dry-Run-DB\n\nValidierungsablauf:\n\n- Wallets wurden nur in der temporären DB committed, damit Holdings gegen existierende Wallets validiert werden konnten.\n- Holdings wurden mit `commit=False` dry-run-validiert.\n- In der temporären DB wurden **0 Holdings committed**.\n- Danach wurde der gesamte Runtime-Kontext entfernt.\n\n## Import-Session-Status in Temp-DB\n\n- `crypto_wallets`\n - Status: committed\n - Kontext: nur temporäre Dry-Run-DB\n - Zeilen: 8\n - Fehler: 0\n\n- `crypto_holdings`\n - Status: dry_run_ok\n - Zeilen: 25\n - Fehler: 0\n\n## Empfehlung\n\nEin produktiver Initial-Snapshot-Import für das **sichere Subset** wäre technisch vertretbar, aber nur unter diesen Bedingungen:\n\n1. Der Snapshot-Stichtag wird noch final bestätigt.\n2. Der Import bleibt auf die 19 sicher gemappten Coins beschränkt.\n3. Unsichere/ignorierte Coins bleiben ausgelassen.\n4. Legacy-CHF-Werte bleiben ignoriert.\n5. Der produktive Import schreibt ausschließlich:\n - Wallets\n - Crypto Assets\n - Initial Holdings als Snapshot\n - Audit-/Import-Session-Einträge\n6. Vorher sollte ein finaler Git-Safety-/Repo-Check laufen.\n7. Die Produktiv-DB muss klar als Runtime-Datenbank außerhalb des Repos liegen.\n\nMein Urteil: **Ja, für das sichere Subset ist der nächste Schritt vertretbar — aber erst nach Ihrer expliziten Freigabe für produktives Schreiben und nach Klärung des Snapshot-Stichtags.**"
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"content": "[M G] Sehr gut. Der Dry Run ist akzeptiert.\n\nIch bestätige den Snapshot-Stichtag:\n\n31.12.2025\n\nBitte führe nun den produktiven Initial-Snapshot-Import für das sichere Subset durch.\n\nWichtige Regeln:\n\n* Nur die sicher gemappten/importierbaren Coins importieren.\n* Unsichere Coins weiterhin weglassen.\n* Ignorierte Coins weiterhin weglassen.\n* Keine Legacy-CHF-Werte aus K–Q übernehmen.\n* Keine echten Daten ins Git-Repository.\n* Keine echten CSVs, XLSX, Reports oder SQLite-Datenbanken ins Repo.\n* Produktive Datenbank nur im Runtime-Pfad außerhalb des Repos.\n* Keine echten Mengen/Werte im Chat ausgeben.\n* Vor und nach dem Import Git-Safety prüfen.\n* Import muss Audit-/Import-Session-Einträge erzeugen.\n* Import muss als Initial Snapshot mit Stichtag 31.12.2025 markiert werden.\n\nBitte importiere nur das sichere Subset aus dem Dry Run:\n\n* AAVE\n* BNB\n* Band Protocol BAND\n* CAKE Pancake\n* Celo CGLD\n* Compound COMP\n* Enjin ENJ\n* FDUSD\n* Fetch.ai FET\n* Flare FLR\n* HBAR\n* LL Light Link\n* Stellar Lumens XLM\n* Swissborg\n* Tether USD\n* The Graph GRT\n* VTHO\n* VeChain VET\n* Wilder World WILD\n\nBitte wende dabei die bestätigten Mappings an:\n\n* Swissborg → BORG / CoinGecko: swissborg\n* Tether USD → USDT / CoinGecko: tether\n* Swissborg Wallet-Name → SwissBorg\n* Metamask → MetaMask\n* Yoloi Wallet → Yoroi Wallet\n\nBitte lasse weiterhin aus:\n\n* NIGHT\n* S Sonic\n\nBitte lasse auch alle unsicheren/manuell zu prüfenden Coins weiterhin weg. Ich werde diese später selbst über das Dashboard ergänzen.\n\nZusätzliche Dashboard-Anforderung für spätere Umsetzung:\n\nIch möchte fehlende Coins später direkt über das Dashboard ergänzen können. Bitte berücksichtige dafür als nächsten UI-Ausbauschritt:\n\n1. Coin hinzufügen\n\n* Suchfunktion oder Auswahl für Coin/Symbol\n* CoinGecko-ID-Auswahl oder Mapping-Vorschlag\n* Wallet auswählen\n* Menge eingeben\n* Snapshot-/Transaktionsdatum auswählen\n* Notiz optional\n* Bestätigung vor Speicherung\n* Audit-Log-Eintrag\n\n2. Coin entfernen\n\n* Coin/Wallet-Bestand auswählen\n* Entfernung nur als Transaktion/Korrektur, nicht durch stilles Löschen\n* Grund/Notiz Pflicht\n* Audit-Log-Eintrag\n* Warnung, dass historische Daten erhalten bleiben sollen\n\n3. Coin bearbeiten/korrigieren\n\n* Menge nicht direkt überschreiben, sondern manual_adjustment mit Audit-Log\n* Notiz Pflicht\n* alte und neue Werte nachvollziehbar speichern\n\n4. CoinGecko-Suche\n\n* Suche nach Coin-Name oder Symbol\n* bei mehreren Treffern manuelle Auswahl\n* Symbol allein darf nicht automatisch eindeutig sein\n* Unsichere Auswahl muss markiert werden\n\nBitte jetzt aber zuerst nur den produktiven Initial-Snapshot-Import des sicheren Subsets ausführen.\n\nImport-Ablauf:\n\n1. Preflight\n\n* Git Status prüfen\n* Git-Safety Scan ausführen\n* Runtime-Pfad bestätigen\n* produktive SQLite-DB außerhalb Repo bestätigen\n* prüfen, dass keine echten Daten im Repo liegen\n\n2. Import vorbereiten\n\n* echte XLSX temporär aus Google Drive lesen\n* nur sichere Coins extrahieren\n* Wallets normalisieren\n* Mengen als Decimal-Text übernehmen\n* Snapshot-Stichtag = 31.12.2025\n* Legacy-Werte ignorieren\n\n3. Produktiver Import in Runtime-DB\n\n* Wallets anlegen, falls nicht vorhanden\n* Crypto Assets anlegen, falls nicht vorhanden\n* Initial Holdings schreiben\n* Import-Session schreiben\n* Audit-Log schreiben\n* keine Holdings für unsichere Coins schreiben\n\n4. Nachkontrolle\n\n* Holdings aggregieren\n* Wallet-Anzahl prüfen\n* Coin-Anzahl prüfen\n* Import-Session-Status prüfen\n* Audit-Log prüfen\n* Git-Safety erneut ausführen\n* Git Status prüfen\n\nBitte berichte danach nur aggregiert, ohne echte Mengen/Werte:\n\n* Import durchgeführt: ja/nein\n* Snapshot-Stichtag\n* Anzahl importierte Wallets\n* Anzahl importierte Crypto Assets\n* Anzahl importierte Holdings\n* Anzahl ausgelassene Coins\n* Anzahl Warnungen\n* Anzahl Fehler\n* Import-Session-Status\n* Audit-Log erstellt: ja/nein\n* Runtime-DB-Pfad, aber ohne sensible Inhalte\n* Git-Safety Ergebnis\n* Git Status\n* ob das Dashboard die importierten echten Daten lokal anzeigen kann\n* welche Coins weiterhin manuell nachzutragen sind, ohne Mengen zu nennen\n\nBitte keine echten Mengen/Werte in die Antwort schreiben."
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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, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, and `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules. 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- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\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, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\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- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\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- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\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## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\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## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\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- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch -- `, then separately verify whether the test matrix actually covers the promised cases.\\n- Adding broad Git-safety tests that only assert `len(findings) >= N`; prefer explicit assertions for token filename, PAT patterns, private keys, CSV/JSON path policy, runtime/data directories, allowed synthetic paths, `config.example/`, and normal `src/` false-positive protection.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/mvp-crypto-report-export.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/crypto-xlsx-initial-snapshot-dry-run.md\", \"references/spec-v0.3-decisions.md\", \"references/mvp-market-import-safety-hardening.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/mvp-streamlit-dashboard.md\", \"references/spec-v0.4.1-corrections.md\", \"references/mvp-crypto-wallet-ledger.md\", \"references/mvp-safety-gate-implementation.md\", \"references/spec-v0.5-repo-blueprint.md\", \"references/spec-v0.2-decisions.md\", \"references/mvp-ledger-cash-wac-positions.md\", \"references/git-safety-verification-coverage.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\": \"finance-system-architecture\", \"file\": \"references/mvp-safety-gate-implementation.md\", \"content\": \"# MVP Safety Gate Implementation Pattern\\n\\nUse this when implementing the user's Finance System repo/MVP tasks. The key lesson from the first MVP bootstrap is that safety infrastructure must be implemented before any real financial import.\\n\\n## Required sequence before real data\\n\\n1. Create repo skeleton and package layout.\\n2. Add defensive `.gitignore` before adding data-like files.\\n3. Add `.env.example`; never create/commit a real `.env`.\\n4. Configure runtime outside the repo, defaulting to `~/jarvis_runtime/finance-system/`.\\n5. Add settings validation that rejects runtime paths inside the Git repo.\\n6. Add SQLite connection and schema migration foundation.\\n7. Add synthetic fixtures only.\\n8. Add CSV dry-run and row-hash duplicate detection.\\n9. Add audit-log basis for confirmed changes.\\n10. Add Git safety scan and run it before `git add`, before commit, and before push.\\n\\n## Git safety scanner design notes\\n\\n- Block top-level runtime/data dirs: `data/`, `imports/`, `exports/`, `reports/`, `backups/`, `secrets/`, `logs/`, `runtime/`, `local_runtime/`.\\n- Do **not** block source package directories named `imports` or `reports` under `src/`; match only top-level runtime/data directories.\\n- Block `.env`, SQLite/DB dumps, spreadsheets, PDFs/DOCX, and raw CSV/JSON except explicitly synthetic paths such as `tests/fixtures/`, `examples/synthetic/`, and config-example paths.\\n- Ignore `.git/` and `__pycache__/` during scans; compile/test steps can otherwise create false positives.\\n- If the scanner itself must contain token marker strings for tests, construct them from concatenated literals or whitelist only the scanner/test files. Never include actual token values.\\n\\n## Verification commands\\n\\nFrom repo root:\\n\\n```bash\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m compileall src tests\\nPYTHONPATH=src pytest tests -q\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\nPYTHONPATH=src python -m jarvis_finance.cli.main init-db\\n```\\n\\nConfirm the generated DB is under `~/jarvis_runtime/finance-system/data/`, not inside the repo.\\n\\n## GitHub token handling\\n\\nIf the GitHub token is stored in Google Drive, download it only to a temporary directory and never print it. If API/repo access fails, report only the permission class/status, never the token. Prefer a fine-grained PAT scoped to only `Gamexgit/FinanceManager` with minimal `Contents: Read and write` permission. Recommend rotation/removal from Drive after setup.\\n\\n## Reporting format after each task\\n\\nFor each completed task, report briefly:\\n\\n- what changed\\n- tests/checks executed\\n- Git-safety status\\n- risks/open points\\n\\nKeep reports technical and avoid echoing real financial data, token contents, or local DB contents.\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/mvp-crypto-wallet-ledger.md\", \"content\": \"# MVP Crypto Wallet Ledger Core (Tasks 17–21)\\n\\nUse this reference when extending the FinanceManager crypto subsystem before any real coin/wallet file is mapped or imported.\\n\\n## Safety boundary\\n\\n- Use only synthetic fixtures until the crypto core, mapper, and dry-run flow are verified.\\n- Do not import or inspect real wallet/coin files during core implementation.\\n- Do not commit wallet addresses, exchange exports, portfolio CSVs, PDFs, DBs, runtime data, or credentials.\\n- Real crypto files are initial-snapshot/mapping inputs only after explicit user approval and a dry-run importer exists.\\n\\n## Wallets\\n\\n- Wallet name is unique.\\n- Wallet address is optional; tests/fixtures must not contain real addresses.\\n- Valid wallet types: `Hardware Wallet`, `Software Wallet`, `Exchange`, `Bank/Broker`, `DeFi`, `Sonstiges`.\\n- Wallet create/update/deactivate actions should be auditable.\\n\\n## Crypto assets\\n\\n- CoinGecko ID is strongly recommended but not hard-required.\\n- Missing CoinGecko ID creates a data-quality warning because valuation cannot be reliable.\\n- Symbol alone is not unique; symbol conflicts should create a warning/manual-selection requirement rather than silently merging assets.\\n\\n## Initial holdings\\n\\n- Initial crypto holdings are confirmed snapshots, not fabricated trade history.\\n- Calculate/control holdings by wallet + asset from initial snapshots plus crypto transactions; do not silently overwrite current holdings.\\n- Store legacy snapshot values for provenance/control only. Never use legacy values as current valuation.\\n- Track `verification_status`: `verified`, `stale`, `unverified`, `estimated`.\\n- Store/consider `last_verified_at`.\\n\\n## Transfers\\n\\n- Transfer requires source wallet, target wallet, same asset, and quantity > 0.\\n- Source and target wallet must differ.\\n- TxHash is optional.\\n- Coin fee is optional and reduces the source-wallet coin balance when paid in the transferred coin.\\n- Negative wallet balance should be blocked, or only allowed as an explicit confirmed correction with critical alert. MVP blocks and raises critical alert.\\n- Confirmed transfers create audit entries.\\n\\n## Buy/sell with ledger coupling\\n\\n- Crypto buy/sell with fiat/CHF impact must create or reference a general ledger transaction.\\n- Use `source_type='crypto'` and `source_id=` to keep cash ledger consistency.\\n- Buy increases target wallet balance.\\n- Sell reduces source wallet balance.\\n- Foreign currency requires FX; if missing, set `fx_status='missing'` and `quality_status='incomplete'`, and create a critical data-quality alert.\\n- Do not automatically import real exchange data in this block.\\n\\n## Fees\\n\\n- Coin fee reduces coin balance.\\n- Fiat fee is represented in the general ledger as a fee transaction when the fee currency is clear.\\n- Store fee currency explicitly.\\n- Avoid double counting: if sell net amount already includes fee, do not create a second fee ledger row for the same economic fee.\\n- Unclear fee currency creates a data-quality warning rather than inventing treatment.\\n- Fee history must be traceable through crypto transaction, ledger transaction where applicable, and audit/log entries.\\n\\n## Tests to preserve\\n\\nAt minimum cover:\\n\\n- wallet create/read/update/deactivate and duplicate-name rejection\\n- asset with CoinGecko ID\\n- asset without CoinGecko ID warning\\n- symbol conflict warning/manual selection\\n- initial holdings per wallet and aggregate by asset\\n- legacy snapshot value not used as current valuation\\n- transfer, transfer with coin fee, same-wallet rejection, overdraft block/critical alert\\n- buy/sell create ledger links and update wallet balances\\n- coin fee reduces balance\\n- fiat fee creates general ledger fee when unambiguous\\n- confirmed crypto actions create audit entries\\n- missing FX marks ledger incomplete\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/crypto-xlsx-initial-snapshot-dry-run.md\", \"content\": \"# Crypto XLSX initial snapshot dry-run pattern\\n\\nUse this reference when the user explicitly approves a controlled dry run against a real crypto holdings spreadsheet from Google Drive or another private source.\\n\\n## Safety boundary\\n\\n- Treat real crypto XLSX/CSV files as private financial data.\\n- Download/read the real file only into `mktemp`/external runtime; never copy it into the repo, tests, fixtures, examples, docs, or reports.\\n- Print only aggregate counts and labels/mapping statuses; never print quantities, CHF values, prices, row-level values, DB paths, or raw CSV content.\\n- Ignore legacy/current-value columns unless the user explicitly asks otherwise. The crypto dashboard should calculate current valuation from local price data/CoinGecko later.\\n- For validation, it is acceptable to commit prerequisite wallet rows into a temporary dry-run DB so holding rows can resolve FK/wallet references, but holdings must remain `commit=False` unless the user explicitly approves productive import.\\n- Remove the temp runtime directory and verify `git status --short` before reporting.\\n\\n## Known XLSX shape: `260514_ Zusammenstellung aller Coins.xlsx`\\n\\nThe file is a hand-maintained holdings matrix, not a canonical CSV:\\n\\n- Sheet: `2024`\\n- Row 1: context/snapshot/FX labels\\n- Row 2: wallet/platform headers\\n- Column A: coin/asset labels\\n- Columns B-I: wallet/platform quantities\\n- Column J: calculated total quantity\\n- Columns K-Q: legacy CHF/value/price formulas; ignore for current valuation/import unless explicitly requested\\n- Empty and total rows must be skipped.\\n\\nWallet normalization decisions from the first controlled dry run:\\n\\n- `Swissborg` -> `SwissBorg` (`Exchange`)\\n- `Coinbase` -> `Coinbase` (`Exchange`)\\n- `Binance` -> `Binance` (`Exchange`)\\n- `KuCoin` -> `KuCoin` (`Exchange`)\\n- `Metamask` -> `MetaMask` (`DeFi`)\\n- `FireFly IOTA` -> `Firefly IOTA Wallet` (`Software Wallet`)\\n- `Yoloi Wallet` -> `Yoroi Wallet` (`Software Wallet`)\\n- `Nami Wallet` -> `Nami Wallet` (`Software Wallet`)\\n\\nUser-confirmed asset mappings:\\n\\n- `Tether USD` -> symbol `USDT`, CoinGecko ID `tether`\\n- `Swissborg` -> symbol `BORG`, CoinGecko ID `swissborg`\\n- `Sundae` means SundaeSwap, but leave out unless CoinGecko ID is explicitly confirmed.\\n- `S Sonic` and `NIGHT`: ignore in first dry run; count as skipped/ignored, not blocked.\\n- `Polygon MATIC`: mark as MATIC/POL migration review; do not auto-import until the user chooses old MATIC vs current POL handling.\\n\\n## Conservative mapping policy\\n\\nFor the first real-file dry run, include only assets that are either clearly safe or explicitly confirmed by the user. Leave all ambiguous symbols out of the importable set and count them as `skipped/needs_manual_review`, not failed/blocking.\\n\\nCommon labels requiring manual review rather than auto-import:\\n\\n- `ADA Cardano`, `Avalanche AVAX`, `Bitcoin BTC`, `DOGE`, `Ethereum ETH`, `SOL Solana`: symbol collisions/wrapped variants exist even if the likely mapping is obvious.\\n- `Amp`, `Chainlink`: source label lacks explicit symbol.\\n- `IOTA IOT`: source label/symbol inconsistent.\\n- `LUNA Terra`, `LUNC Terra Classic`, `USTC Terra Classic`: Terra legacy/migration risk.\\n- `NuCypher NU`, `NETVR`, `MATIC/Polygon`: migration/rebrand risk.\\n- `Sundae`, `SKY`, `SAROS`, `NIGHT`, `S Sonic`: require manual confirmation or user-directed ignore.\\n\\n## Decimal handling\\n\\n- Read quantity cells from wallet columns only.\\n- Convert Excel numeric values immediately to Python `Decimal` and write `format(d, \\\"f\\\")` strings to runtime CSV.\\n- Detect and count scientific notation and formula quantity cells, but do not print their values.\\n- Reject non-positive or unparsable quantities for importable rows.\\n- Count formula/scientific-notation issues separately for the whole file and for the safe importable subset when useful.\\n\\n## Dry-run implementation sequence\\n\\n1. Locate/download the source file into `mktemp` only. If a Google Drive CLI downloads to a path without `.xlsx`, copy it inside the same temp dir to `source.xlsx` before passing it to `openpyxl`.\\n2. Parse structure with `openpyxl` using `data_only=False` for formulas and `data_only=True` for calculated values.\\n3. Extract source wallet headers from row 2, columns B-I, apply normalization.\\n4. Extract asset labels from column A starting row 3; skip blank and total/sum rows.\\n5. Build runtime-only `crypto_wallets.csv` and `crypto_holdings_initial.csv` under temp/runtime.\\n6. Create a temp SQLite DB, apply migrations, commit wallets into the temp DB for FK validation, then run holdings importer with `commit=False`.\\n7. Verify temp DB has zero committed `crypto_holdings` rows.\\n8. Cleanup temp dir and unset credentials/env vars.\\n9. Run `git status --short` and report only aggregate counts, mappings, ignored labels, manual-review labels, and importability verdict.\\n\\n## Reporting template\\n\\nReport only:\\n\\n- rows read\\n- asset rows detected\\n- wallets detected / normalized\\n- coins detected\\n- safely mapped coins\\n- importable holdings count\\n- ignored coins count and labels\\n- uncertain/manual-review coins count and labels/reasons\\n- missing CoinGecko ID count for importable set\\n- decimal problem count\\n- formula quantity cell count\\n- scientific-notation quantity count\\n- blocked row count\\n- snapshot date status: readable vs uncertain; if sensitive, say readable but do not print the date unless needed\\n- dry-run technical importability verdict\\n- repo/temp cleanup status\\n\\nDo not include real quantities, prices, CHF values, generated CSV contents, DB dumps, or reports with financial numbers.\\n\", \"file_type\": \".md\"}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import os\\n 4|from dataclasses import dataclass\\n 5|from pathlib import Path\\n 6|\\n 7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to\\n 8|\\n 9|\\n 10|@dataclass(frozen=True)\\n 11|class Settings:\\n 12| env: str = \\\"local\\\"\\n 13| base_currency: str = \\\"CHF\\\"\\n 14| timezone: str = \\\"Europe/Zurich\\\"\\n 15| runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)\\n 16| log_level: str = \\\"INFO\\\"\\n 17| block_runtime_inside_repo: bool = True\\n 18|\\n 19| @property\\n 20| def db_path(self) -> Path:\\n 21| return self.runtime_paths.db_path\\n 22|\\n 23|\\n 24|def find_repo_root(start: Path | None = None) -> Path:\\n 25| current = (start or Path.cwd()).resolve()\\n 26| for candidate in [current, *current.parents]:\\n 27| if (candidate / \\\".git\\\").exists() or (candidate / \\\"pyproject.toml\\\").exists():\\n 28| return candidate\\n 29| return current\\n 30|\\n 31|\\n 32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:\\n 33| env = environ or os.environ\\n 34| runtime_dir = Path(env.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(DEFAULT_RUNTIME_DIR))).expanduser()\\n 35| paths = RuntimePaths.from_base(runtime_dir)\\n 36| db_override = env.get(\\\"JARVIS_FINANCE_DB_PATH\\\")\\n 37| if db_override:\\n 38| object.__setattr__(paths, \\\"db_path\\\", Path(db_override).expanduser().resolve())\\n 39| settings = Settings(\\n 40| env=env.get(\\\"JARVIS_FINANCE_ENV\\\", \\\"local\\\"),\\n 41| base_currency=env.get(\\\"JARVIS_FINANCE_BASE_CURRENCY\\\", \\\"CHF\\\"),\\n 42| timezone=env.get(\\\"JARVIS_FINANCE_TIMEZONE\\\", \\\"Europe/Zurich\\\"),\\n 43| runtime_paths=paths,\\n 44| log_level=env.get(\\\"JARVIS_FINANCE_LOG_LEVEL\\\", \\\"INFO\\\"),\\n 45| block_runtime_inside_repo=env.get(\\\"JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO\\\", \\\"1\\\") not in {\\\"0\\\", \\\"false\\\", \\\"False\\\"},\\n 46| )\\n 47| validate_settings(settings, repo_root=repo_root)\\n 48| return settings\\n 49|\\n 50|\\n 51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:\\n 52| root = (repo_root or find_repo_root()).resolve()\\n 53| if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):\\n 54| raise ValueError(f\\\"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}\\\")\\n 55| if settings.base_currency != \\\"CHF\\\":\\n 56| raise ValueError(\\\"MVP 1 base currency must be CHF\\\")\\n 57|\\n 58|\\n 59|def ensure_runtime_dirs(settings: Settings) -> None:\\n 60| settings.runtime_paths.ensure_dirs()\\n 61|\", \"total_lines\": 60, \"file_size\": 2335, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import argparse\\n 4|from pathlib import Path\\n 5|\\n 6|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n 7|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n 8|from jarvis_finance.storage.database import connect\\n 9|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 10|\\n 11|\\n 12|def main(argv: list[str] | None = None) -> int:\\n 13| parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n 14| sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n 15| sub.add_parser(\\\"init-db\\\")\\n 16| sub.add_parser(\\\"migrate\\\")\\n 17| scan = sub.add_parser(\\\"git-safety-scan\\\")\\n 18| scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n 19| args = parser.parse_args(argv)\\n 20|\\n 21| if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n 22| settings = load_settings()\\n 23| ensure_runtime_dirs(settings)\\n 24| conn = connect(settings.db_path)\\n 25| apply_migrations(conn)\\n 26| print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n 27| return 0\\n 28| if args.command == \\\"git-safety-scan\\\":\\n 29| findings = scan_path(Path(args.path))\\n 30| if findings:\\n 31| for finding in findings:\\n 32| print(f\\\"{finding.path}: {finding.reason}\\\")\\n 33| return 1\\n 34| assert_safe(Path(args.path))\\n 35| print(\\\"GIT_SAFETY_OK\\\")\\n 36| return 0\\n 37| return 2\\n 38|\\n 39|\\n 40|if __name__ == \\\"__main__\\\":\\n 41| raise SystemExit(main())\\n 42|\", \"total_lines\": 41, \"file_size\": 1372, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.common import stable_id, utc_now\\n 9|from jarvis_finance.quality.alerts import create_alert\\n 10|\\n 11|VALID_VERIFICATION_STATUS = {\\\"verified\\\", \\\"stale\\\", \\\"unverified\\\", \\\"estimated\\\"}\\n 12|\\n 13|\\n 14|@dataclass\\n 15|class CryptoHolding:\\n 16| wallet_id: str | None\\n 17| asset_id: str\\n 18| quantity: Decimal = Decimal(\\\"0\\\")\\n 19| verification_status: str = \\\"unverified\\\"\\n 20| last_verified_at: str | None = None\\n 21| legacy_snapshot_value_original: Decimal | None = None\\n 22| legacy_snapshot_value_chf: Decimal | None = None\\n 23| current_value_chf: Decimal | None = None\\n 24| quality_warnings: list[str] = field(default_factory=list)\\n 25|\\n 26|\\n 27|@dataclass\\n 28|class CryptoHoldingsResult:\\n 29| wallet_holdings: dict[tuple[str, str], CryptoHolding] = field(default_factory=dict)\\n 30| total_by_asset: dict[str, CryptoHolding] = field(default_factory=dict)\\n 31|\\n 32|\\n 33|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 34| if value is None or str(value).strip() == \\\"\\\":\\n 35| return Decimal(default)\\n 36| return Decimal(str(value))\\n 37|\\n 38|\\n 39|def _ds(value: Decimal | None) -> str | None:\\n 40| return format(value, \\\"f\\\") if value is not None else None\\n 41|\\n 42|\\n 43|def _ensure_holding(result: CryptoHoldingsResult, wallet_id: str, asset_id: str) -> CryptoHolding:\\n 44| return result.wallet_holdings.setdefault((wallet_id, asset_id), CryptoHolding(wallet_id=wallet_id, asset_id=asset_id))\\n 45|\\n 46|\\n 47|def _ensure_total(result: CryptoHoldingsResult, asset_id: str) -> CryptoHolding:\\n 48| return result.total_by_asset.setdefault(asset_id, CryptoHolding(wallet_id=None, asset_id=asset_id))\\n 49|\\n 50|\\n 51|def create_initial_holding_snapshot(\\n 52| conn: Connection,\\n 53| *,\\n 54| asset_id: str,\\n 55| wallet_id: str,\\n 56| quantity: Decimal,\\n 57| verification_status: str,\\n 58| note: str,\\n 59| last_verified_at: str | None = None,\\n 60| legacy_snapshot_value_original: Decimal | None = None,\\n 61| legacy_snapshot_value_chf: Decimal | None = None,\\n 62| legacy_snapshot_currency: str | None = None,\\n 63| legacy_snapshot_date: str | None = None,\\n 64|) -> str:\\n 65| if quantity < 0:\\n 66| raise ValueError(\\\"initial holding quantity must be >= 0\\\")\\n 67| if verification_status not in VALID_VERIFICATION_STATUS:\\n 68| raise ValueError(\\\"invalid verification_status\\\")\\n 69| if not note.strip():\\n 70| raise ValueError(\\\"initial holding snapshot requires a note\\\")\\n 71| now = utc_now()\\n 72| holding_id = stable_id(\\\"cryptoholding\\\", asset_id, wallet_id)\\n 73| conn.execute(\\n 74| \\\"\\\"\\\"\\n 75| INSERT OR REPLACE INTO crypto_holdings(\\n 76| crypto_holding_id, asset_id, wallet_id, quantity, acquisition_source,\\n 77| last_verified_at, verification_status, legacy_snapshot_value_original,\\n 78| legacy_snapshot_value_chf, legacy_snapshot_currency, legacy_snapshot_date,\\n 79| notes, created_at, updated_at\\n 80| ) VALUES (?, ?, ?, ?, 'initial_snapshot', ?, ?, ?, ?, ?, ?, ?,\\n 81| COALESCE((SELECT created_at FROM crypto_holdings WHERE crypto_holding_id=?), ?), ?)\\n 82| \\\"\\\"\\\",\\n 83| (\\n 84| holding_id, asset_id, wallet_id, _ds(quantity), last_verified_at, verification_status,\\n 85| _ds(legacy_snapshot_value_original),\\n 86| _ds(legacy_snapshot_value_chf),\\n 87| legacy_snapshot_currency, legacy_snapshot_date, note, holding_id, now, now,\\n 88| ),\\n 89| )\\n 90| record_audit_event(\\n 91| conn,\\n 92| source=\\\"crypto_holdings\\\",\\n 93| action=\\\"initial_crypto_holding_snapshot\\\",\\n 94| entity_type=\\\"crypto_holding\\\",\\n 95| entity_id=holding_id,\\n 96| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": _ds(quantity), \\\"verification_status\\\": verification_status},\\n 97| user_text_note=note,\\n 98| confirmed=True,\\n 99| created_by=\\\"system\\\",\\n 100| )\\n 101| conn.commit()\\n 102| return holding_id\\n 103|\\n 104|\\n 105|def _apply_delta(result: CryptoHoldingsResult, wallet_id: str, asset_id: str, delta: Decimal) -> None:\\n 106| holding = _ensure_holding(result, wallet_id, asset_id)\\n 107| holding.quantity += delta\\n 108| total = _ensure_total(result, asset_id)\\n 109| total.quantity += delta\\n 110|\\n 111|\\n 112|def calculate_crypto_holdings(conn: Connection) -> CryptoHoldingsResult:\\n 113| result = CryptoHoldingsResult()\\n 114| for row in conn.execute(\\\"SELECT * FROM crypto_holdings ORDER BY wallet_id, asset_id\\\").fetchall():\\n 115| holding = _ensure_holding(result, row[\\\"wallet_id\\\"], row[\\\"asset_id\\\"])\\n 116| holding.quantity += _d(row[\\\"quantity\\\"])\\n 117| holding.verification_status = row[\\\"verification_status\\\"]\\n 118| holding.last_verified_at = row[\\\"last_verified_at\\\"]\\n 119| holding.legacy_snapshot_value_original = _d(row[\\\"legacy_snapshot_value_original\\\"]) if row[\\\"legacy_snapshot_value_original\\\"] is not None else None\\n 120| holding.legacy_snapshot_value_chf = _d(row[\\\"legacy_snapshot_value_chf\\\"]) if row[\\\"legacy_snapshot_value_chf\\\"] is not None else None\\n 121| total = _ensure_total(result, row[\\\"asset_id\\\"])\\n 122| total.quantity += _d(row[\\\"quantity\\\"])\\n 123| rows = conn.execute(\\\"SELECT * FROM crypto_transactions ORDER BY transaction_datetime, created_at, crypto_transaction_id\\\").fetchall()\\n 124| for row in rows:\\n 125| asset_id = row[\\\"asset_id\\\"]\\n 126| qty = _d(row[\\\"quantity\\\"])\\n 127| fee_qty = _d(row[\\\"fee_quantity\\\"])\\n 128| t = row[\\\"transaction_type\\\"]\\n 129| if t == \\\"transfer\\\":\\n 130| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 131| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 132| elif t == \\\"buy\\\":\\n 133| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty - fee_qty)\\n 134| elif t == \\\"sell\\\":\\n 135| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 136| elif t == \\\"fee\\\":\\n 137| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n 138| for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n 139| if not asset[\\\"coingecko_id\\\"]:\\n 140| msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\\n 141| for holding in [h for h in result.wallet_holdings.values() if h.asset_id == asset[\\\"asset_id\\\"]]:\\n 142| holding.quality_warnings.append(\\\"missing_coingecko_id\\\")\\n 143| create_alert(\\n 144| conn,\\n 145| priority=\\\"warnung\\\",\\n 146| category=\\\"crypto\\\",\\n 147| entity_type=\\\"crypto_asset\\\",\\n 148| entity_id=asset[\\\"asset_id\\\"],\\n 149| rule_id=\\\"missing_coingecko_id\\\",\\n 150| message=msg,\\n 151| evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]},\\n 152| fingerprint=\\\"missing_coingecko_id\\\",\\n 153| )\\n 154| conn.commit()\\n 155| return result\\n 156|\", \"total_lines\": 155, \"file_size\": 6606, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass\\n 4|from pathlib import Path\\n 5|\\n 6|DEFAULT_RUNTIME_DIR = Path(\\\"~/jarvis_runtime/finance-system\\\").expanduser()\\n 7|\\n 8|\\n 9|@dataclass(frozen=True)\\n 10|class RuntimePaths:\\n 11| base_dir: Path\\n 12| data_dir: Path\\n 13| imports_dir: Path\\n 14| exports_dir: Path\\n 15| reports_dir: Path\\n 16| backups_dir: Path\\n 17| secrets_dir: Path\\n 18| logs_dir: Path\\n 19| db_path: Path\\n 20|\\n 21| @classmethod\\n 22| def from_base(cls, base_dir: str | Path = DEFAULT_RUNTIME_DIR) -> \\\"RuntimePaths\\\":\\n 23| base = Path(base_dir).expanduser().resolve()\\n 24| return cls(\\n 25| base_dir=base,\\n 26| data_dir=base / \\\"data\\\",\\n 27| imports_dir=base / \\\"imports\\\",\\n 28| exports_dir=base / \\\"exports\\\",\\n 29| reports_dir=base / \\\"reports\\\",\\n 30| backups_dir=base / \\\"backups\\\",\\n 31| secrets_dir=base / \\\"secrets\\\",\\n 32| logs_dir=base / \\\"logs\\\",\\n 33| db_path=base / \\\"data\\\" / \\\"finance.sqlite3\\\",\\n 34| )\\n 35|\\n 36| def ensure_dirs(self) -> None:\\n 37| for path in [\\n 38| self.data_dir,\\n 39| self.imports_dir,\\n 40| self.exports_dir,\\n 41| self.reports_dir,\\n 42| self.backups_dir,\\n 43| self.secrets_dir,\\n 44| self.logs_dir,\\n 45| ]:\\n 46| path.mkdir(parents=True, exist_ok=True)\\n 47|\\n 48|\\n 49|def is_relative_to(path: Path, parent: Path) -> bool:\\n 50| try:\\n 51| path.resolve().relative_to(parent.resolve())\\n 52| return True\\n 53| except ValueError:\\n 54| return False\\n 55|\", \"total_lines\": 54, \"file_size\": 1460, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"reasoning": "**Planning database imports**\n\nI’m figuring out how to manage CSVs and imports effectively. It’s clear that we can store them in temporary spaces but need a solid plan for a persistent database at runtime. I’ll write a script to download XLSX files, convert them to CSVs, and handle settings. I must ensure directories are ready, apply migrations, and manage wallets and holdings carefully to avoid duplicates. I need to clarify which columns are necessary for importing to maintain consistency and avoid errors.\n**Counting imported assets**\n\nI need to figure out how to accurately count imported assets without duplicating entries. After the import, I’ll query the asset count to ensure everything is correct. The phrase “Anzahl importierte Crypto Assets” seems a bit ambiguous regarding new versus existing assets. I can track new holdings, but I need to clarify how assets are returned. It’s important to compare counts of matching CoinGecko IDs before and after to ensure accuracy and check results for any new wallet information.",
"finish_reason": "tool_calls",
"reasoning_content": "**Planning database imports**\n\nI’m figuring out how to manage CSVs and imports effectively. It’s clear that we can store them in temporary spaces but need a solid plan for a persistent database at runtime. I’ll write a script to download XLSX files, convert them to CSVs, and handle settings. I must ensure directories are ready, apply migrations, and manage wallets and holdings carefully to avoid duplicates. I need to clarify which columns are necessary for importing to maintain consistency and avoid errors.\n**Counting imported assets**\n\nI need to figure out how to accurately count imported assets without duplicating entries. After the import, I’ll query the asset count to ensure everything is correct. The phrase “Anzahl importierte Crypto Assets” seems a bit ambiguous regarding new versus existing assets. I can track new holdings, but I need to clarify how assets are returned. It’s important to compare counts of matching CoinGecko IDs before and after to ensure accuracy and check results for any new wallet information.",
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"summary": [
{
"type": "summary_text",
"text": "**Planning database imports**\n\nI’m figuring out how to manage CSVs and imports effectively. It’s clear that we can store them in temporary spaces but need a solid plan for a persistent database at runtime. I’ll write a script to download XLSX files, convert them to CSVs, and handle settings. I must ensure directories are ready, apply migrations, and manage wallets and holdings carefully to avoid duplicates. I need to clarify which columns are necessary for importing to maintain consistency and avoid errors."
},
{
"type": "summary_text",
"text": "**Counting imported assets**\n\nI need to figure out how to accurately count imported assets without duplicating entries. After the import, I’ll query the asset count to ensure everything is correct. The phrase “Anzahl importierte Crypto Assets” seems a bit ambiguous regarding new versus existing assets. I can track new holdings, but I need to clarify how assets are returned. It’s important to compare counts of matching CoinGecko IDs before and after to ensure accuracy and check results for any new wallet information."
}
]
}
],
"tool_calls": [
{
"id": "call_v15DaIsjmBHpeNjbhDRA9DwI",
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}
}
]
},
{
"role": "tool",
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"content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Preflight: Git Status, Git-Safety, Runtime-/DB-Pfad und Repo-Freiheit prüfen\", \"status\": \"in_progress\"}, {\"id\": \"prepare\", \"content\": \"Echte XLSX temporär laden, sicheres Subset extrahieren, Wallets normalisieren, Decimal-Text mit Stichtag 31.12.2025 vorbereiten\", \"status\": \"pending\"}, {\"id\": \"import\", \"content\": \"Produktiven Initial-Snapshot in Runtime-DB schreiben: Wallets, Assets, Holdings, Import-Sessions, Audit\", \"status\": \"pending\"}, {\"id\": \"postcheck\", \"content\": \"Nachkontrolle: Aggregationen, Import-Session, Audit-Log, Git-Safety, Git Status\", \"status\": \"pending\"}, {\"id\": \"report\", \"content\": \"Aggregierten Bericht ohne Mengen/Werte liefern und Dashboard-Folgeschritt festhalten\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 4, \"in_progress\": 1, \"completed\": 0, \"cancelled\": 0}}",
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},
{
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{
"id": "call_6DhXLr8lW4S7GTxdXBRjnNiu",
"call_id": "call_6DhXLr8lW4S7GTxdXBRjnNiu",
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"type": "function",
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"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPRE_GIT_STATUS=$(git status --short)\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\nPYTHONPATH=src python - <<'PY'\\nfrom pathlib import Path\\nfrom jarvis_finance.config.settings import load_settings, ensure_runtime_dirs, find_repo_root\\ns=load_settings()\\nensure_runtime_dirs(s)\\nrepo=find_repo_root().resolve()\\nprint('RUNTIME_BASE=' + str(s.runtime_paths.base_dir))\\nprint('DB_PATH=' + str(s.db_path))\\nprint('DB_OUTSIDE_REPO=' + str(not str(s.db_path.resolve()).startswith(str(repo))))\\nprint('RUNTIME_OUTSIDE_REPO=' + str(not str(s.runtime_paths.base_dir.resolve()).startswith(str(repo))))\\nPY\\nif [ -n \\\"$PRE_GIT_STATUS\\\" ]; then printf 'PRE_GIT_STATUS_NOT_CLEAN\\\\n%s\\\\n' \\\"$PRE_GIT_STATUS\\\"; else echo 'PRE_GIT_STATUS_CLEAN'; fi\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"GIT_SAFETY_OK\\nRUNTIME_BASE=/home/agent/jarvis_runtime/finance-system\\nDB_PATH=/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\\nDB_OUTSIDE_REPO=True\\nRUNTIME_OUTSIDE_REPO=True\\nPRE_GIT_STATUS_CLEAN\", \"exit_code\": 0, \"error\": null}",
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},
{
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{
"id": "call_XukVLNDdWYoN1VxG9ekoFW9d",
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},
{
"role": "tool",
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"content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Preflight: Git Status, Git-Safety, Runtime-/DB-Pfad und Repo-Freiheit prüfen\", \"status\": \"completed\"}, {\"id\": \"prepare\", \"content\": \"Echte XLSX temporär laden, sicheres Subset extrahieren, Wallets normalisieren, Decimal-Text mit Stichtag 31.12.2025 vorbereiten\", \"status\": \"in_progress\"}, {\"id\": \"import\", \"content\": \"Produktiven Initial-Snapshot in Runtime-DB schreiben: Wallets, Assets, Holdings, Import-Sessions, Audit\", \"status\": \"pending\"}, {\"id\": \"postcheck\", \"content\": \"Nachkontrolle: Aggregationen, Import-Session, Audit-Log, Git-Safety, Git Status\", \"status\": \"pending\"}, {\"id\": \"report\", \"content\": \"Aggregierten Bericht ohne Mengen/Werte liefern und Dashboard-Folgeschritt festhalten\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 3, \"in_progress\": 1, \"completed\": 1, \"cancelled\": 0}}",
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"reasoning": "**Executing import script**\n\nI'm getting ready to run the import script, and I need to ensure that I include pre and post counts. Using the terminal to execute seems straightforward. I want to print a JSON summary without any quantities. I should watch for potential issues with importers — that can happen frequently. It might be useful to look at the ImportResult attributes, especially if they’re named rows_new. Let's hope everything runs smoothly!",
"finish_reason": "tool_calls",
"reasoning_content": "**Executing import script**\n\nI'm getting ready to run the import script, and I need to ensure that I include pre and post counts. Using the terminal to execute seems straightforward. I want to print a JSON summary without any quantities. I should watch for potential issues with importers — that can happen frequently. It might be useful to look at the ImportResult attributes, especially if they’re named rows_new. Let's hope everything runs smoothly!",
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"text": "**Executing import script**\n\nI'm getting ready to run the import script, and I need to ensure that I include pre and post counts. Using the terminal to execute seems straightforward. I want to print a JSON summary without any quantities. I should watch for potential issues with importers — that can happen frequently. It might be useful to look at the ImportResult attributes, especially if they’re named rows_new. Let's hope everything runs smoothly!"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|import json\\n 5|import uuid\\n 6|from dataclasses import dataclass, field\\n 7|from datetime import datetime, timezone\\n 8|from pathlib import Path\\n 9|from sqlite3 import Connection\\n 10|from typing import Any\\n 11|\\n 12|\\n 13|def utc_now() -> str:\\n 14| return datetime.now(timezone.utc).isoformat()\\n 15|\\n 16|\\n 17|def stable_id(prefix: str, *parts: object) -> str:\\n 18| payload = \\\"|\\\".join(str(p or \\\"\\\").strip().lower() for p in parts)\\n 19| digest = hashlib.sha256(payload.encode(\\\"utf-8\\\")).hexdigest()[:24]\\n 20| return f\\\"{prefix}_{digest}\\\"\\n 21|\\n 22|\\n 23|def parse_bool(value: object, default: bool = False) -> int:\\n 24| if value is None or str(value).strip() == \\\"\\\":\\n 25| return 1 if default else 0\\n 26| return 1 if str(value).strip().lower() in {\\\"1\\\", \\\"true\\\", \\\"yes\\\", \\\"ja\\\", \\\"y\\\"} else 0\\n 27|\\n 28|\\n 29|def clean(value: object) -> str:\\n 30| return str(value or \\\"\\\").strip()\\n 31|\\n 32|\\n 33|def require_text(row: dict[str, Any], field: str, line: int) -> str:\\n 34| value = clean(row.get(field))\\n 35| if not value:\\n 36| raise ValueError(f\\\"line {line}: {field} is required\\\")\\n 37| return value\\n 38|\\n 39|\\n 40|def source_hash(path: str | Path) -> str:\\n 41| data = Path(path).read_bytes()\\n 42| return hashlib.sha256(data).hexdigest()\\n 43|\\n 44|\\n 45|@dataclass(frozen=True)\\n 46|class ImportResult:\\n 47| import_session_id: str\\n 48| import_type: str\\n 49| status: str\\n 50| rows_total: int\\n 51| rows_new: int\\n 52| rows_existing: int\\n 53| rows_failed: int\\n 54| errors: list[str] = field(default_factory=list)\\n 55|\\n 56|\\n 57|def create_import_session(\\n 58| conn: Connection,\\n 59| *,\\n 60| import_type: str,\\n 61| source_filename: str,\\n 62| file_hash: str | None,\\n 63| status: str,\\n 64| rows_total: int,\\n 65| rows_imported: int,\\n 66| rows_failed: int,\\n 67| errors: list[str],\\n 68| notes: str | None = None,\\n 69|) -> str:\\n 70| session_id = str(uuid.uuid4())\\n 71| now = utc_now()\\n 72| conn.execute(\\n 73| \\\"\\\"\\\"\\n 74| INSERT INTO import_sessions(\\n 75| import_session_id, import_type, source_filename, source_hash, started_at,\\n 76| finished_at, status, rows_total, rows_imported, rows_failed, errors_json, notes\\n 77| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 78| \\\"\\\"\\\",\\n 79| (\\n 80| session_id,\\n 81| import_type,\\n 82| source_filename,\\n 83| file_hash,\\n 84| now,\\n 85| now,\\n 86| status,\\n 87| rows_total,\\n 88| rows_imported,\\n 89| rows_failed,\\n 90| json.dumps(errors, ensure_ascii=False),\\n 91| notes,\\n 92| ),\\n 93| )\\n 94| conn.commit()\\n 95| return session_id\\n 96|\", \"total_lines\": 95, \"file_size\": 2421, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|import uuid\\n 5|from datetime import datetime, timezone\\n 6|from sqlite3 import Connection\\n 7|from typing import Any\\n 8|\\n 9|\\n 10|def utc_now() -> str:\\n 11| return datetime.now(timezone.utc).isoformat()\\n 12|\\n 13|\\n 14|def record_audit_event(\\n 15| conn: Connection,\\n 16| *,\\n 17| source: str,\\n 18| action: str,\\n 19| entity_type: str,\\n 20| entity_id: str,\\n 21| old_values: dict[str, Any] | None = None,\\n 22| new_values: dict[str, Any] | None = None,\\n 23| user_text_note: str | None = None,\\n 24| confirmed: bool = True,\\n 25| created_by: str = \\\"system\\\",\\n 26|) -> str:\\n 27| audit_id = str(uuid.uuid4())\\n 28| now = utc_now()\\n 29| conn.execute(\\n 30| \\\"\\\"\\\"\\n 31| INSERT INTO audit_log(\\n 32| audit_id, timestamp, source, action, entity_type, entity_id,\\n 33| old_values_json, new_values_json, user_text_note, confirmed,\\n 34| confirmation_timestamp, created_by, created_at\\n 35| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 36| \\\"\\\"\\\",\\n 37| (\\n 38| audit_id,\\n 39| now,\\n 40| source,\\n 41| action,\\n 42| entity_type,\\n 43| entity_id,\\n 44| json.dumps(old_values or {}, sort_keys=True),\\n 45| json.dumps(new_values or {}, sort_keys=True),\\n 46| user_text_note,\\n 47| 1 if confirmed else 0,\\n 48| now if confirmed else None,\\n 49| created_by,\\n 50| now,\\n 51| ),\\n 52| )\\n 53| return audit_id\\n 54|\", \"total_lines\": 53, \"file_size\": 1383, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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{
"id": "call_InaZmvzDOW6R7tIZKH5MNfso",
"call_id": "call_InaZmvzDOW6R7tIZKH5MNfso",
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"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-import.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME_TMP\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\ngog -a friday.uplink@gmail.com drive download '1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN' --output \\\"$RUNTIME_TMP/source_download\\\" >/dev/null\\ncp \\\"$RUNTIME_TMP/source_download\\\" \\\"$RUNTIME_TMP/source.xlsx\\\"\\nPYTHONPATH=src python - \\\"$RUNTIME_TMP/source.xlsx\\\" \\\"$RUNTIME_TMP\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sys, subprocess\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nimport openpyxl\\nfrom jarvis_finance.config.settings import load_settings, ensure_runtime_dirs, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\n\\nxlsx=Path(sys.argv[1]); tmp=Path(sys.argv[2]); outdir=tmp/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\nsnapshot_date='2025-12-31'\\nwallet_map={'Swissborg':('SwissBorg','Exchange','SwissBorg',''),'Coinbase':('Coinbase','Exchange','Coinbase',''),'Binance':('Binance','Exchange','Binance',''),'KuCoin':('KuCoin','Exchange','KuCoin',''),'Metamask':('MetaMask','DeFi','MetaMask','EVM'),'FireFly IOTA':('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),'Yoloi Wallet':('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),'Nami Wallet':('Nami Wallet','Software Wallet','Nami','Cardano')}\\nasset_map={'AAVE':('AAVE','AAVE','aave'),'Band Protocol BAND':('BAND','Band Protocol','band-protocol'),'BNB':('BNB','BNB','binancecoin'),'CAKE Pancake':('CAKE','PancakeSwap','pancakeswap-token'),'Celo CGLD':('CELO','Celo','celo'),'Compound COMP':('COMP','Compound','compound-governance-token'),'Enjin ENJ':('ENJ','Enjin Coin','enjincoin'),'FDUSD':('FDUSD','First Digital USD','first-digital-usd'),'Fetch.ai FET':('FET','Fetch.ai','fetch-ai'),'Flare FLR':('FLR','Flare','flare-networks'),'HBAR':('HBAR','Hedera','hedera-hashgraph'),'LL Light Link':('LL','LightLink','lightlink'),'Stellar Lumens XLM':('XLM','Stellar','stellar'),'The Graph GRT':('GRT','The Graph','the-graph'),'VeChain VET':('VET','VeChain','vechain'),'VTHO':('VTHO','VeThor Token','vethor-token'),'Wilder World WILD':('WILD','Wilder World','wilder-world'),'Tether USD':('USDT','Tether','tether'),'Swissborg':('BORG','SwissBorg','swissborg')}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\nmanual_reasons={'ADA Cardano':'needs_manual_review','Amp':'needs_manual_review','Avalanche AVAX':'needs_manual_review','Bitcoin BTC':'needs_manual_review','Chainlink':'needs_manual_review','Decentraland MANA':'needs_manual_review','DOGE':'needs_manual_review','Ethereum ETH':'needs_manual_review','HIGH Highstreet':'needs_manual_review','IOTA IOT':'needs_manual_review','LUNA Terra':'needs_manual_review','LUNC Terra Classic':'needs_manual_review','NETVR':'needs_manual_review','NuCypher NU':'needs_manual_review','Ox ZRX':'needs_manual_review','Polygon MATIC':'needs_manual_review_matic_pol_migration','Ripple XRP':'needs_manual_review','SAND The Sandbox':'needs_manual_review','SAROS':'needs_manual_review','SKY':'needs_manual_review','SOL Solana':'needs_manual_review','Sundae':'needs_manual_review_sundaeswap_id','USTC Terra Classic':'needs_manual_review'}\\nwb_f=openpyxl.load_workbook(xlsx, data_only=False, read_only=True); wb_v=openpyxl.load_workbook(xlsx, data_only=True, read_only=True)\\nws=wb_f['2024']; wsv=wb_v['2024']\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]; wallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes']); writer.writeheader(); writer.writerows(wallet_rows)\\nasset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip(); non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try: d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e: raise ValueError('invalid_decimal') from e\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\nhold_rows=[]; decimal_problems=[]; formula_importable=0; sci_importable=0; formula_all=0; sci_all=0; skipped=[]; ignored=[]; importable_labels=set()\\nfor r,label in asset_labels:\\n # whole-file quantity issue counters\\n for c in range(2,10):\\n rv=wsv.cell(r,c).value; rf=ws.cell(r,c).value\\n if rv is None or str(rv).strip()=='': continue\\n if isinstance(rf,str) and rf.startswith('='): formula_all += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(rv)): sci_all += 1\\n if label in ignored_labels:\\n ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n skipped.append({'label':label,'reason':manual_reasons.get(label,'needs_manual_review')}); continue\\n sym,coin,cg=asset_map[label]\\n has_any=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n rv=wsv.cell(r,c).value; rf=ws.cell(r,c).value\\n if rv is None or str(rv).strip()=='': continue\\n if isinstance(rf,str) and rf.startswith('='): formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(rv)): sci_importable += 1\\n try: qty=decimal_to_text(rv)\\n except ValueError as e:\\n decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)}); continue\\n hold_rows.append({'snapshot_date':snapshot_date,'wallet_name':wallet_map[raw_wallet][0],'coin_name':coin,'symbol':sym,'coingecko_id':cg,'quantity':qty,'verification_status':'verified','last_verified_at':snapshot_date,'notes':'productive initial_snapshot 2025-12-31; source XLSX safe subset; legacy CHF values ignored'})\\n has_any=True\\n if has_any: importable_labels.add(label)\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes']); writer.writeheader(); writer.writerows(hold_rows)\\nsettings=load_settings(); ensure_runtime_dirs(settings)\\nrepo=find_repo_root().resolve(); db_path=settings.db_path.resolve(); runtime_base=settings.runtime_paths.base_dir.resolve()\\nif str(db_path).startswith(str(repo)) or str(runtime_base).startswith(str(repo)): raise SystemExit('runtime path inside repo blocked')\\nconn=connect(db_path); apply_migrations(conn)\\nsafe_cg=[v[2] for v in asset_map.values()]\\nplaceholders=','.join('?' for _ in safe_cg)\\npre_wallets=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']\\npre_assets=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']\\npre_holdings=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']\\npre_audit=conn.execute('SELECT COUNT(*) AS n FROM audit_log').fetchone()['n']\\npre_sessions=conn.execute('SELECT COUNT(*) AS n FROM import_sessions').fetchone()['n']\\nwallet_result=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_generated_crypto_wallets_safe_subset.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=True,source_filename='runtime_generated_crypto_holdings_initial_safe_subset.csv')\\npost_wallets=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']\\npost_assets=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']\\npost_holdings=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']\\npost_audit=conn.execute('SELECT COUNT(*) AS n FROM audit_log').fetchone()['n']\\npost_sessions=conn.execute('SELECT COUNT(*) AS n FROM import_sessions').fetchone()['n']\\nasset_present=conn.execute(f'SELECT COUNT(DISTINCT coingecko_id) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']\\nholding_assets=conn.execute('SELECT COUNT(DISTINCT asset_id) AS n FROM crypto_holdings').fetchone()['n']\\nholding_wallets=conn.execute('SELECT COUNT(DISTINCT wallet_id) AS n FROM crypto_holdings').fetchone()['n']\\nlatest_sessions=[dict(r) for r in conn.execute('SELECT import_type,status,rows_total,rows_imported,rows_failed FROM import_sessions ORDER BY rowid DESC LIMIT 2').fetchall()]\\nalerts_count=conn.execute('SELECT COUNT(*) AS n FROM alerts').fetchone()['n']\\nconn.close()\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={\\n 'import_performed': holdings_result.status=='committed' and holdings_result.rows_failed==0,\\n 'snapshot_date': '31.12.2025',\\n 'runtime_db_path': str(db_path),\\n 'runtime_outside_repo': not str(runtime_base).startswith(str(repo)),\\n 'db_outside_repo': not str(db_path).startswith(str(repo)),\\n 'rows_read': ws.max_row,\\n 'asset_rows_detected': len(asset_labels),\\n 'wallets_detected': len(source_wallet_headers),\\n 'wallets_normalized': wallets_normalized,\\n 'wallets_new_imported': post_wallets-pre_wallets,\\n 'wallets_total_in_db': post_wallets,\\n 'wallet_import_status': wallet_result.status,\\n 'crypto_assets_new_imported_safe_subset': post_assets-pre_assets,\\n 'crypto_assets_present_safe_subset': asset_present,\\n 'holdings_new_imported': post_holdings-pre_holdings,\\n 'holdings_total_in_db': post_holdings,\\n 'holdings_result_status': holdings_result.status,\\n 'holdings_rows_total': holdings_result.rows_total,\\n 'holdings_rows_imported': holdings_result.rows_new if holdings_result.status=='committed' else 0,\\n 'holdings_rows_existing': holdings_result.rows_existing,\\n 'holdings_rows_failed': holdings_result.rows_failed,\\n 'safe_coins_imported_or_present': len(importable_labels),\\n 'importable_holdings_source_rows': len(hold_rows),\\n 'skipped_manual_review_count': len(skipped),\\n 'ignored_count': len(ignored),\\n 'warnings_count_nonblocking': len(skipped)+len(ignored)+len(decimal_problems),\\n 'data_quality_alerts_total_after': alerts_count,\\n 'errors_count': len(decimal_problems)+wallet_result.rows_failed+holdings_result.rows_failed,\\n 'decimal_quantity_problems': len(decimal_problems),\\n 'formula_quantity_cells_all': formula_all,\\n 'formula_quantity_cells_importable': formula_importable,\\n 'scientific_notation_quantities_all': sci_all,\\n 'scientific_notation_quantities_importable': sci_importable,\\n 'legacy_chf_values': 'ignored_completely',\\n 'import_sessions_created': post_sessions-pre_sessions,\\n 'latest_import_sessions': latest_sessions,\\n 'audit_log_created': post_audit>pre_audit,\\n 'audit_log_entries_created': post_audit-pre_audit,\\n 'dashboard_can_read_local_db': db_path.exists() and post_holdings>0,\\n 'git_status_clean_after_import_script': git_status=='',\\n 'mapped_coin_labels': sorted(importable_labels),\\n 'ignored_coin_labels': ignored,\\n 'manual_review_coin_labels': sorted(skipped, key=lambda x:x['label']),\\n}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
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"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 74, in \\n File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\\", line 27, in apply_migrations\\n conn.executescript(INITIAL_SCHEMA_SQL)\\nsqlite3.OperationalError: no such column: dedup_key\", \"exit_code\": 1, \"error\": null}",
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"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\ns=load_settings(); print('DB_PATH='+str(s.db_path));\\nconn=connect(s.db_path)\\nfor table in ['alerts','crypto_wallets','crypto_assets','crypto_holdings','import_sessions','audit_log']:\\n exists=conn.execute(\\\"SELECT name FROM sqlite_master WHERE type='table' AND name=?\\\",(table,)).fetchone() is not None\\n print(table, 'exists', exists)\\n if exists:\\n cols=[r['name'] for r in conn.execute(f'PRAGMA table_info({table})').fetchall()]\\n print(table+'_cols', ','.join(cols))\\nconn.close()\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"content": "{\"output\": \"DB_PATH=/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\\nalerts exists True\\nalerts_cols alert_id,priority,category,entity_type,entity_id,rule_id,message,evidence_json,status,created_at,resolved_at\\ncrypto_wallets exists True\\ncrypto_wallets_cols wallet_id,wallet_name,wallet_type,platform_provider,network_chain,wallet_address,owner,is_active,last_verified_at,notes,created_at,updated_at\\ncrypto_assets exists True\\ncrypto_assets_cols asset_id,coin_name,symbol,coingecko_id,network_chain_default,is_stablecoin,price_provider_primary,price_provider_fallback,is_active,notes,created_at,updated_at\\ncrypto_holdings exists True\\ncrypto_holdings_cols crypto_holding_id,asset_id,wallet_id,quantity,acquisition_source,last_verified_at,verification_status,legacy_snapshot_value_original,legacy_snapshot_value_chf,legacy_snapshot_currency,legacy_snapshot_date,notes,created_at,updated_at\\nimport_sessions exists True\\nimport_sessions_cols import_session_id,import_type,source_filename,source_hash,started_at,finished_at,status,rows_total,rows_imported,rows_failed,errors_json,notes\\naudit_log exists True\\naudit_log_cols audit_id,timestamp,source,action,entity_type,entity_id,old_values_json,new_values_json,user_text_note,original_input_text,confirmed,confirmation_timestamp,auto_parsed,parse_confidence,created_by,quality_status,created_at\", \"exit_code\": 0, \"error\": null}",
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"finish_reason": "tool_calls",
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"reasoning": "**Investigating search returns**\n\nI’m considering the possibility that a search returned zero results because the schema string might be escaped. It’s worthwhile to think about whether I need to read the entire thing differently. Maybe using grep wouldn’t work if that’s not allowed. I wonder if I could just print the substring in Python instead to check the results in a more manageable way. I'll need to explore these options further and see what works!",
"finish_reason": "tool_calls",
"reasoning_content": "**Investigating search returns**\n\nI’m considering the possibility that a search returned zero results because the schema string might be escaped. It’s worthwhile to think about whether I need to read the entire thing differently. Maybe using grep wouldn’t work if that’s not allowed. I wonder if I could just print the substring in Python instead to check the results in a more manageable way. I'll need to explore these options further and see what works!",
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"id": "rs_002041bba6e51fe5016a06297a34e48191bb5587ae63625493",
"summary": [
{
"type": "summary_text",
"text": "**Investigating search returns**\n\nI’m considering the possibility that a search returned zero results because the schema string might be escaped. It’s worthwhile to think about whether I need to read the entire thing differently. Maybe using grep wouldn’t work if that’s not allowed. I wonder if I could just print the substring in Python instead to check the results in a more manageable way. I'll need to explore these options further and see what works!"
}
]
}
],
"tool_calls": [
{
"id": "call_5DcRdzipXErrFC3jCHx6HmoU",
"call_id": "call_5DcRdzipXErrFC3jCHx6HmoU",
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"arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py')\\ns=p.read_text()\\nfor term in ['dedup_key','CREATE INDEX','alerts']:\\n print(term, s.find(term))\\nidx=s.find('alerts')\\nprint(s[idx-500:idx+2000])\"}"
}
}
]
},
{
"role": "tool",
"name": "execute_code",
"content": "{\"status\": \"success\", \"output\": \"dedup_key 9436\\nCREATE INDEX 9458\\nalerts 8998\\nEFAULT 'active',\\\\n next_review_date TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS reports (\\\\n report_id TEXT PRIMARY KEY,\\\\n report_type TEXT NOT NULL,\\\\n title TEXT NOT NULL,\\\\n period_start TEXT,\\\\n period_end TEXT,\\\\n generated_at TEXT NOT NULL,\\\\n file_path TEXT,\\\\n format TEXT NOT NULL,\\\\n data_quality_status TEXT NOT NULL DEFAULT 'ok',\\\\n summary_json TEXT,\\\\n created_at TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS alerts (\\\\n alert_id TEXT PRIMARY KEY,\\\\n priority TEXT NOT NULL,\\\\n category TEXT NOT NULL,\\\\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 'active',\\\\n created_at TEXT NOT NULL,\\\\n resolved_at TEXT,\\\\n muted_until TEXT,\\\\n last_seen_at TEXT,\\\\n occurrence_count INTEGER NOT NULL DEFAULT 1,\\\\n fingerprint TEXT,\\\\n dedup_key TEXT\\\\n);\\\\n\\\\nCREATE INDEX IF NOT EXISTS idx_alerts_dedup ON alerts(dedup_key, status);\\\\n\\\\nCREATE TABLE IF NOT EXISTS audit_log (\\\\n audit_id TEXT PRIMARY KEY,\\\\n timestamp TEXT NOT NULL,\\\\n source TEXT NOT NULL,\\\\n action TEXT NOT NULL,\\\\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',\\\\n quality_status TEXT NOT NULL DEFAULT 'ok',\\\\n created_at TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS import_sessions (\\\\n import_session_id TEXT PRIMARY KEY,\\\\n import_type TEXT NOT NULL,\\\\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,\\\\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\\\\nCREATE TABLE IF NOT EXISTS decision_journal (\\\\n decision_id TEXT PRIMARY KEY,\\\\n decision_date TEXT NOT NULL,\\\\n decision_type TEXT NOT NULL,\\\\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 \\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}",
"tool_call_id": "call_5DcRdzipXErrFC3jCHx6HmoU"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
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"id": "rs_002041bba6e51fe5016a06298145588191bc0dbadc4c4e2407",
"summary": []
}
],
"tool_calls": [
{
"id": "call_bSaIOwfmlnTML28ycZyXfg9o",
"call_id": "call_bSaIOwfmlnTML28ycZyXfg9o",
"response_item_id": "fc_002041bba6e51fe5016a062985aa20819195d28b1e682cbad6",
"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":200,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/quality/alerts.py\"}"
}
}
]
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|import json\\n 5|import uuid\\n 6|from datetime import datetime, timezone\\n 7|from sqlite3 import Connection\\n 8|from typing import Any\\n 9|\\n 10|ACTIVE_STATUSES = {\\\"active\\\", \\\"resolved\\\", \\\"muted\\\"}\\n 11|\\n 12|\\n 13|def utc_now() -> str:\\n 14| return datetime.now(timezone.utc).isoformat()\\n 15|\\n 16|\\n 17|def alert_fingerprint(evidence: dict[str, Any] | None = None, *, explicit: str | None = None) -> str:\\n 18| if explicit:\\n 19| payload = explicit\\n 20| else:\\n 21| payload = json.dumps(evidence or {}, sort_keys=True, ensure_ascii=False, default=str)\\n 22| return hashlib.sha256(payload.encode(\\\"utf-8\\\")).hexdigest()[:32]\\n 23|\\n 24|\\n 25|def build_dedup_key(*, rule_id: str | None, entity_type: str | None, entity_id: str | None, priority: str, fingerprint: str) -> str:\\n 26| payload = \\\"|\\\".join([rule_id or \\\"\\\", entity_type or \\\"\\\", entity_id or \\\"\\\", priority, fingerprint])\\n 27| return hashlib.sha256(payload.encode(\\\"utf-8\\\")).hexdigest()[:40]\\n 28|\\n 29|\\n 30|def create_alert(\\n 31| conn: Connection,\\n 32| *,\\n 33| priority: str,\\n 34| category: str,\\n 35| message: str,\\n 36| entity_type: str | None = None,\\n 37| entity_id: str | None = None,\\n 38| rule_id: str | None = None,\\n 39| evidence: dict[str, Any] | None = None,\\n 40| fingerprint: str | None = None,\\n 41|) -> str:\\n 42| now = utc_now()\\n 43| fp = alert_fingerprint(evidence, explicit=fingerprint)\\n 44| dedup_key = build_dedup_key(rule_id=rule_id, entity_type=entity_type, entity_id=entity_id, priority=priority, fingerprint=fp)\\n 45| existing = conn.execute(\\n 46| \\\"SELECT alert_id, status, occurrence_count FROM alerts WHERE dedup_key=? AND status IN ('active','resolved','muted') ORDER BY created_at DESC LIMIT 1\\\",\\n 47| (dedup_key,),\\n 48| ).fetchone()\\n 49| evidence_json = json.dumps(evidence or {}, sort_keys=True, ensure_ascii=False, default=str)\\n 50| if existing:\\n 51| conn.execute(\\n 52| \\\"UPDATE alerts SET last_seen_at=?, occurrence_count=COALESCE(occurrence_count,1)+1, evidence_json=? WHERE alert_id=?\\\",\\n 53| (now, evidence_json, existing[\\\"alert_id\\\"]),\\n 54| )\\n 55| return existing[\\\"alert_id\\\"]\\n 56| alert_id = str(uuid.uuid4())\\n 57| conn.execute(\\n 58| \\\"\\\"\\\"\\n 59| INSERT INTO alerts(\\n 60| alert_id, priority, category, entity_type, entity_id, rule_id, message,\\n 61| evidence_json, status, created_at, last_seen_at, occurrence_count, fingerprint, dedup_key\\n 62| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, 'active', ?, ?, 1, ?, ?)\\n 63| \\\"\\\"\\\",\\n 64| (alert_id, priority, category, entity_type, entity_id, rule_id, message, evidence_json, now, now, fp, dedup_key),\\n 65| )\\n 66| return alert_id\\n 67|\\n 68|\\n 69|def resolve_alert(conn: Connection, alert_id: str, *, note: str | None = None) -> None:\\n 70| conn.execute(\\\"UPDATE alerts SET status='resolved', resolved_at=? WHERE alert_id=?\\\", (utc_now(), alert_id))\\n 71| conn.commit()\\n 72|\\n 73|\\n 74|def mute_alert(conn: Connection, alert_id: str, *, muted_until: str | None = None) -> None:\\n 75| conn.execute(\\\"UPDATE alerts SET status='muted', muted_until=? WHERE alert_id=?\\\", (muted_until, alert_id))\\n 76| conn.commit()\\n 77|\", \"total_lines\": 76, \"file_size\": 2964, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_bSaIOwfmlnTML28ycZyXfg9o"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Planning migration updates**\n\nI need to create a script for the migration. It might be helpful to add a skill update too. I think referencing existing notes would be a good idea. I should probably include a note about schema migration in the skill documentation. If any issues pop up, I'll patch the skill later. I also need to think about running imports and remember to include a backup just in case.",
"finish_reason": "tool_calls",
"reasoning_content": "**Planning migration updates**\n\nI need to create a script for the migration. It might be helpful to add a skill update too. I think referencing existing notes would be a good idea. I should probably include a note about schema migration in the skill documentation. If any issues pop up, I'll patch the skill later. I also need to think about running imports and remember to include a backup just in case.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBimM4BSzu1G0Axo9NXNTBZvg7zMz4X-FSQbJWo_tp5i87g6ISzNlGOq61CfJVAvh8M0gIc57-yemf0-8p2sbNlLx2VeQ2lf900I_sMCvghXPQ0y9W1Aemjw2NQW-bhtU3QTeaR9DP27i2sDZdRwArIb_BD7Lex7Lty_hYeHxzA3AixsD_P8Vvr2UJHnqXSoqi2C7fNLuFwQ9BSYvgl7TxBOLzGE_DbeNSkeoCTBTULq49AkMeHtdL3x-n7K3zwsZ_MUlS-HBnXpb2XFkOVE1aJE9QbVj4odFUohGqWSuQQ_5t5GPYfvAadeTfYJy6xZSGa_DuN2kQ8VA80cyLQyWCfPO4KSsyjYb7TbvV-Ob1tbdoQzE1lFGUmh2Fl9s_GzFtJ4mc6M3M9M_r-kONJ39xb_bUbqR7eE8407GGta4SrpdZgcanoLqn9pXnGvOl0lD2xPqA_CECFpCuswZJ3sRWvVzlSRqivQsiJEa93ZH1gqV01pBnBb2DFgxvNdD30W_JMwLPXUsQ1NwFrd_pFhm5mtAfRzDBxM7rL0c4K38sAmVhWCDQikGB4GVQ-HrUN4vwVJ2yTWybkSf_oDIHsdmOCEf3uIX6qtzIzxrOs2vUmjJ9HEyMHEdl2OuRMSKwP_whotQAxl75--AdeocfEHvc0HvwTLY1ONBl-HBxvrx4lXJoC7AZvw4G9qRP1EyxTxOAvx4YXvKM3Ayv6_dYKHhYareEkxhjPOXv-nwF14tEDyT_Oo16fxaJS9JRfJg3j1sjQHFdCzceBk1vBxlONS2v30M8MXWH3wIK7osj1uPb78D-Cg_N-YZrseXVg_xWQTdaRgmql9TRsZ9n-FTKnHCuYmFb2WfeJa32RDy2I68lLwMonbcPdqS15nojIATRKe4X4l6nfW6-10Uda-HYhBsGVIBPSVq5wjULWU-Ea00_V2m9lIm3HUbcx4xrCWS_q8bVujcqQ4YMWDMwGKnh7p0goqEd8xCsNGnnd95_0oLJk8uhgK5vvMIPnAmcOt7nYD8A2huKhT6eQpns4GnF7iwcdsQpb1oaDyRzAGJLt6JgsQBAyXzq3zWc7B14Cc_ThZJX64VJBzZzEjAKakoPIZl-YwrlxfjGvXFycB3BRydVD9KQLMBQ_cyuVVPX9FuE-NPFxi6ZogO2oQM3KLANgZQ5tu6kY1fwfUm7-ghbgsqT1w8CW-JrCU3KL81ze2FJ83ju6GCu2tkg5M1dqZQ04nLeEMfVg==",
"id": "rs_002041bba6e51fe5016a062988ebc481918da2ab2bc6f5839f",
"summary": [
{
"type": "summary_text",
"text": "**Planning migration updates**\n\nI need to create a script for the migration. It might be helpful to add a skill update too. I think referencing existing notes would be a good idea. I should probably include a note about schema migration in the skill documentation. If any issues pop up, I'll patch the skill later. I also need to think about running imports and remember to include a backup just in case."
}
]
}
],
"tool_calls": [
{
"id": "call_nFJgjngETVxPols8pZCFcMgO",
"call_id": "call_nFJgjngETVxPols8pZCFcMgO",
"response_item_id": "fc_002041bba6e51fe5016a06298c4f8c81919648bfc9ceaee1ba",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-import.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME_TMP\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\ngog -a friday.uplink@gmail.com drive download '1O3lbJ20JKYh_IhhskGAObb1VWtvaaBXN' --output \\\"$RUNTIME_TMP/source_download\\\" >/dev/null\\ncp \\\"$RUNTIME_TMP/source_download\\\" \\\"$RUNTIME_TMP/source.xlsx\\\"\\nPYTHONPATH=src python - \\\"$RUNTIME_TMP/source.xlsx\\\" \\\"$RUNTIME_TMP\\\" <<'PY'\\nfrom __future__ import annotations\\nimport csv, json, re, sys, subprocess, shutil\\nfrom pathlib import Path\\nfrom decimal import Decimal, InvalidOperation\\nfrom datetime import datetime, timezone\\nimport openpyxl\\nfrom jarvis_finance.config.settings import load_settings, ensure_runtime_dirs, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\nfrom jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\n\\nxlsx=Path(sys.argv[1]); tmp=Path(sys.argv[2]); outdir=tmp/'generated'; outdir.mkdir(parents=True, exist_ok=True)\\nsnapshot_date='2025-12-31'\\nwallet_map={'Swissborg':('SwissBorg','Exchange','SwissBorg',''),'Coinbase':('Coinbase','Exchange','Coinbase',''),'Binance':('Binance','Exchange','Binance',''),'KuCoin':('KuCoin','Exchange','KuCoin',''),'Metamask':('MetaMask','DeFi','MetaMask','EVM'),'FireFly IOTA':('Firefly IOTA Wallet','Software Wallet','Firefly','IOTA'),'Yoloi Wallet':('Yoroi Wallet','Software Wallet','Yoroi','Cardano'),'Nami Wallet':('Nami Wallet','Software Wallet','Nami','Cardano')}\\nasset_map={'AAVE':('AAVE','AAVE','aave'),'Band Protocol BAND':('BAND','Band Protocol','band-protocol'),'BNB':('BNB','BNB','binancecoin'),'CAKE Pancake':('CAKE','PancakeSwap','pancakeswap-token'),'Celo CGLD':('CELO','Celo','celo'),'Compound COMP':('COMP','Compound','compound-governance-token'),'Enjin ENJ':('ENJ','Enjin Coin','enjincoin'),'FDUSD':('FDUSD','First Digital USD','first-digital-usd'),'Fetch.ai FET':('FET','Fetch.ai','fetch-ai'),'Flare FLR':('FLR','Flare','flare-networks'),'HBAR':('HBAR','Hedera','hedera-hashgraph'),'LL Light Link':('LL','LightLink','lightlink'),'Stellar Lumens XLM':('XLM','Stellar','stellar'),'The Graph GRT':('GRT','The Graph','the-graph'),'VeChain VET':('VET','VeChain','vechain'),'VTHO':('VTHO','VeThor Token','vethor-token'),'Wilder World WILD':('WILD','Wilder World','wilder-world'),'Tether USD':('USDT','Tether','tether'),'Swissborg':('BORG','SwissBorg','swissborg')}\\nignored_labels={'S Sonic':'ignored_by_user','NIGHT':'ignored_by_user'}\\nmanual_reasons={'ADA Cardano':'needs_manual_review','Amp':'needs_manual_review','Avalanche AVAX':'needs_manual_review','Bitcoin BTC':'needs_manual_review','Chainlink':'needs_manual_review','Decentraland MANA':'needs_manual_review','DOGE':'needs_manual_review','Ethereum ETH':'needs_manual_review','HIGH Highstreet':'needs_manual_review','IOTA IOT':'needs_manual_review','LUNA Terra':'needs_manual_review','LUNC Terra Classic':'needs_manual_review','NETVR':'needs_manual_review','NuCypher NU':'needs_manual_review','Ox ZRX':'needs_manual_review','Polygon MATIC':'needs_manual_review_matic_pol_migration','Ripple XRP':'needs_manual_review','SAND The Sandbox':'needs_manual_review','SAROS':'needs_manual_review','SKY':'needs_manual_review','SOL Solana':'needs_manual_review','Sundae':'needs_manual_review_sundaeswap_id','USTC Terra Classic':'needs_manual_review'}\\nwb_f=openpyxl.load_workbook(xlsx, data_only=False, read_only=True); wb_v=openpyxl.load_workbook(xlsx, data_only=True, read_only=True)\\nws=wb_f['2024']; wsv=wb_v['2024']\\nsource_wallet_headers=[str(ws.cell(2,c).value).strip() for c in range(2,10)]\\nwallet_rows=[]; wallets_normalized=0\\nfor raw in source_wallet_headers:\\n norm,typ,provider,chain=wallet_map[raw]\\n if norm != raw: wallets_normalized += 1\\n wallet_rows.append({'wallet_name':norm,'wallet_type':typ,'platform_provider':provider,'network_chain':chain,'notes':'productive initial crypto snapshot import 2025-12-31; no wallet address from XLSX'})\\nwallet_csv=outdir/'crypto_wallets.csv'\\nwith wallet_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['wallet_name','wallet_type','platform_provider','network_chain','notes']); writer.writeheader(); writer.writerows(wallet_rows)\\nasset_labels=[]\\nfor r in range(3,ws.max_row+1):\\n label=str(ws.cell(r,1).value or '').strip(); non=any(ws.cell(r,c).value not in (None,'') for c in range(1,ws.max_column+1))\\n if not non: continue\\n txt=' '.join(str(ws.cell(r,c).value or '') for c in range(1,ws.max_column+1)).lower()\\n if any(k in txt for k in ['total','summe','gesamt']): continue\\n if label: asset_labels.append((r,label))\\n\\ndef decimal_to_text(v):\\n if v is None or str(v).strip()=='' : return None\\n try: d=Decimal(str(v).strip())\\n except (InvalidOperation, ValueError) as e: raise ValueError('invalid_decimal') from e\\n if d <= 0: raise ValueError('non_positive_quantity')\\n return format(d, 'f')\\nhold_rows=[]; decimal_problems=[]; formula_importable=0; sci_importable=0; formula_all=0; sci_all=0; skipped=[]; ignored=[]; importable_labels=set()\\nfor r,label in asset_labels:\\n for c in range(2,10):\\n rv=wsv.cell(r,c).value; rf=ws.cell(r,c).value\\n if rv is None or str(rv).strip()=='': continue\\n if isinstance(rf,str) and rf.startswith('='): formula_all += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(rv)): sci_all += 1\\n if label in ignored_labels:\\n ignored.append({'label':label,'reason':ignored_labels[label]}); continue\\n if label not in asset_map:\\n skipped.append({'label':label,'reason':manual_reasons.get(label,'needs_manual_review')}); continue\\n sym,coin,cg=asset_map[label]\\n has_any=False\\n for c,raw_wallet in zip(range(2,10), source_wallet_headers):\\n rv=wsv.cell(r,c).value; rf=ws.cell(r,c).value\\n if rv is None or str(rv).strip()=='': continue\\n if isinstance(rf,str) and rf.startswith('='): formula_importable += 1\\n if re.search(r'[eE][+-]?\\\\d+', str(rv)): sci_importable += 1\\n try: qty=decimal_to_text(rv)\\n except ValueError as e:\\n decimal_problems.append({'label':label,'wallet':wallet_map[raw_wallet][0],'reason':str(e)}); continue\\n hold_rows.append({'snapshot_date':snapshot_date,'wallet_name':wallet_map[raw_wallet][0],'coin_name':coin,'symbol':sym,'coingecko_id':cg,'quantity':qty,'verification_status':'verified','last_verified_at':snapshot_date,'notes':'productive initial_snapshot 2025-12-31; source XLSX safe subset; legacy CHF values ignored'})\\n has_any=True\\n if has_any: importable_labels.add(label)\\nholdings_csv=outdir/'crypto_holdings_initial.csv'\\nwith holdings_csv.open('w', newline='', encoding='utf-8') as f:\\n writer=csv.DictWriter(f, fieldnames=['snapshot_date','wallet_name','coin_name','symbol','coingecko_id','quantity','verification_status','last_verified_at','notes']); writer.writeheader(); writer.writerows(hold_rows)\\nsettings=load_settings(); ensure_runtime_dirs(settings); repo=find_repo_root().resolve(); db_path=settings.db_path.resolve(); runtime_base=settings.runtime_paths.base_dir.resolve()\\nif str(db_path).startswith(str(repo)) or str(runtime_base).startswith(str(repo)): raise SystemExit('runtime path inside repo blocked')\\n# Backup existing runtime DB before compatibility schema patch/import. Do not print contents.\\nbackup_created=False\\nif db_path.exists():\\n bdir=settings.runtime_paths.backups_dir; bdir.mkdir(parents=True, exist_ok=True)\\n backup_path=bdir / ('finance_pre_crypto_import_' + datetime.now(timezone.utc).strftime('%Y%m%dT%H%M%SZ') + '.sqlite3')\\n shutil.copy2(db_path, backup_path); backup_created=True\\nconn=connect(db_path)\\n# Compatibility migration for runtime DBs created before alert lifecycle columns existed.\\nexisting_tables={r['name'] for r in conn.execute(\\\"SELECT name FROM sqlite_master WHERE type='table'\\\").fetchall()}\\nschema_patch_applied=False\\nif 'alerts' in existing_tables:\\n cols={r['name'] for r in conn.execute('PRAGMA table_info(alerts)').fetchall()}\\n for name, ddl in [\\n ('muted_until','ALTER TABLE alerts ADD COLUMN muted_until TEXT'),\\n ('last_seen_at','ALTER TABLE alerts ADD COLUMN last_seen_at TEXT'),\\n ('occurrence_count','ALTER TABLE alerts ADD COLUMN occurrence_count INTEGER NOT NULL DEFAULT 1'),\\n ('fingerprint','ALTER TABLE alerts ADD COLUMN fingerprint TEXT'),\\n ('dedup_key','ALTER TABLE alerts ADD COLUMN dedup_key TEXT'),\\n ]:\\n if name not in cols:\\n conn.execute(ddl); schema_patch_applied=True\\n conn.commit()\\napply_migrations(conn)\\nsafe_cg=[v[2] for v in asset_map.values()]; placeholders=','.join('?' for _ in safe_cg)\\npre_wallets=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']; pre_assets=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']; pre_holdings=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']; pre_audit=conn.execute('SELECT COUNT(*) AS n FROM audit_log').fetchone()['n']; pre_sessions=conn.execute('SELECT COUNT(*) AS n FROM import_sessions').fetchone()['n']\\nwallet_result=import_crypto_wallets_csv(conn,wallet_csv,commit=True,source_filename='runtime_generated_crypto_wallets_safe_subset.csv')\\nholdings_result=import_crypto_holdings_csv(conn,holdings_csv,commit=True,source_filename='runtime_generated_crypto_holdings_initial_safe_subset.csv')\\npost_wallets=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']; post_assets=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']; post_holdings=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']; post_audit=conn.execute('SELECT COUNT(*) AS n FROM audit_log').fetchone()['n']; post_sessions=conn.execute('SELECT COUNT(*) AS n FROM import_sessions').fetchone()['n']\\nasset_present=conn.execute(f'SELECT COUNT(DISTINCT coingecko_id) AS n FROM crypto_assets WHERE coingecko_id IN ({placeholders})', safe_cg).fetchone()['n']; holding_assets=conn.execute('SELECT COUNT(DISTINCT asset_id) AS n FROM crypto_holdings').fetchone()['n']; holding_wallets=conn.execute('SELECT COUNT(DISTINCT wallet_id) AS n FROM crypto_holdings').fetchone()['n']; latest_sessions=[dict(r) for r in conn.execute('SELECT import_type,status,rows_total,rows_imported,rows_failed FROM import_sessions ORDER BY rowid DESC LIMIT 2').fetchall()]; alerts_count=conn.execute('SELECT COUNT(*) AS n FROM alerts').fetchone()['n']; conn.close()\\ngit_status=subprocess.run(['git','status','--short'], cwd=Path.cwd(), capture_output=True, text=True, check=True).stdout.strip()\\nsummary={'import_performed':holdings_result.status=='committed' and holdings_result.rows_failed==0,'snapshot_date':'31.12.2025','runtime_db_path':str(db_path),'runtime_outside_repo':not str(runtime_base).startswith(str(repo)),'db_outside_repo':not str(db_path).startswith(str(repo)),'schema_patch_applied':schema_patch_applied,'runtime_db_backup_created':backup_created,'rows_read':ws.max_row,'asset_rows_detected':len(asset_labels),'wallets_detected':len(source_wallet_headers),'wallets_normalized':wallets_normalized,'wallets_new_imported':post_wallets-pre_wallets,'wallets_total_in_db':post_wallets,'wallet_import_status':wallet_result.status,'crypto_assets_new_imported_safe_subset':post_assets-pre_assets,'crypto_assets_present_safe_subset':asset_present,'holdings_new_imported':post_holdings-pre_holdings,'holdings_total_in_db':post_holdings,'holdings_result_status':holdings_result.status,'holdings_rows_total':holdings_result.rows_total,'holdings_rows_imported':holdings_result.rows_new if holdings_result.status=='committed' else 0,'holdings_rows_existing':holdings_result.rows_existing,'holdings_rows_failed':holdings_result.rows_failed,'safe_coins_imported_or_present':len(importable_labels),'importable_holdings_source_rows':len(hold_rows),'skipped_manual_review_count':len(skipped),'ignored_count':len(ignored),'warnings_count_nonblocking':len(skipped)+len(ignored)+len(decimal_problems),'data_quality_alerts_total_after':alerts_count,'errors_count':len(decimal_problems)+wallet_result.rows_failed+holdings_result.rows_failed,'decimal_quantity_problems':len(decimal_problems),'formula_quantity_cells_all':formula_all,'formula_quantity_cells_importable':formula_importable,'scientific_notation_quantities_all':sci_all,'scientific_notation_quantities_importable':sci_importable,'legacy_chf_values':'ignored_completely','import_sessions_created':post_sessions-pre_sessions,'latest_import_sessions':latest_sessions,'audit_log_created':post_audit>pre_audit,'audit_log_entries_created':post_audit-pre_audit,'dashboard_can_read_local_db':db_path.exists() and post_holdings>0,'git_status_clean_after_import_script':git_status=='','mapped_coin_labels':sorted(importable_labels),'ignored_coin_labels':ignored,'manual_review_coin_labels':sorted(skipped,key=lambda x:x['label'])}\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
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"role": "tool",
"name": "terminal",
"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/assets.py\\\", line 25, in create_crypto_asset\\n conn.execute(\\nsqlite3.IntegrityError: UNIQUE constraint failed: crypto_assets.coingecko_id\\n\\nThe above exception was the direct cause of the following exception:\\n\\nTraceback (most recent call last):\\n File \\\"\\\", line 99, in \\n File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/crypto_holdings_importer.py\\\", line 46, in import_crypto_holdings_csv\\n if not aid: aid=create_crypto_asset(conn,coin_name=coin,symbol=symbol,coingecko_id=cg)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/assets.py\\\", line 35, in create_crypto_asset\\n raise ValueError(\\\"crypto asset uniqueness conflict; coingecko_id must be unique\\\") from exc\\nValueError: crypto asset uniqueness conflict; coingecko_id must be unique\", \"exit_code\": 1, \"error\": null}",
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"id": "call_JRvCSPooznSIG3a1UrDCyjjQ",
"call_id": "call_JRvCSPooznSIG3a1UrDCyjjQ",
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"name": "read_file",
"arguments": "{\"limit\":140,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/assets.py\"}"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|from jarvis_finance.quality.alerts import create_alert\\n 8|\\n 9|\\n 10|def create_crypto_asset(\\n 11| conn: Connection,\\n 12| *,\\n 13| coin_name: str,\\n 14| symbol: str,\\n 15| coingecko_id: str | None = None,\\n 16| network_chain_default: str | None = None,\\n 17| is_stablecoin: bool = False,\\n 18| notes: str | None = None,\\n 19|) -> str:\\n 20| symbol = symbol.upper().strip()\\n 21| existing_symbol = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE symbol=?\\\", (symbol,)).fetchone()\\n 22| asset_id = stable_id(\\\"cryptoasset\\\", coingecko_id or coin_name, symbol, network_chain_default or \\\"\\\")\\n 23| now = utc_now()\\n 24| try:\\n 25| conn.execute(\\n 26| \\\"\\\"\\\"\\n 27| INSERT INTO crypto_assets(\\n 28| asset_id, coin_name, symbol, coingecko_id, network_chain_default,\\n 29| is_stablecoin, price_provider_primary, is_active, notes, created_at\\n 30| ) VALUES (?, ?, ?, ?, ?, ?, 'CoinGecko', 1, ?, ?)\\n 31| \\\"\\\"\\\",\\n 32| (asset_id, coin_name, symbol, coingecko_id, network_chain_default, int(is_stablecoin), notes, now),\\n 33| )\\n 34| except IntegrityError as exc:\\n 35| raise ValueError(\\\"crypto asset uniqueness conflict; coingecko_id must be unique\\\") from exc\\n 36| if not coingecko_id:\\n 37| create_alert(\\n 38| conn,\\n 39| priority=\\\"warnung\\\",\\n 40| category=\\\"crypto\\\",\\n 41| entity_type=\\\"crypto_asset\\\",\\n 42| entity_id=asset_id,\\n 43| rule_id=\\\"missing_coingecko_id\\\",\\n 44| message=\\\"Crypto asset has no CoinGecko ID; valuation quality is incomplete.\\\",\\n 45| evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name},\\n 46| fingerprint=\\\"missing_coingecko_id\\\",\\n 47| )\\n 48| if existing_symbol:\\n 49| create_alert(\\n 50| conn,\\n 51| priority=\\\"warnung\\\",\\n 52| category=\\\"crypto\\\",\\n 53| entity_type=\\\"crypto_asset\\\",\\n 54| entity_id=asset_id,\\n 55| rule_id=\\\"crypto_symbol_conflict\\\",\\n 56| message=\\\"Crypto symbol is not unique; manual asset selection is required.\\\",\\n 57| evidence={\\\"symbol\\\": symbol, \\\"existing_asset_id\\\": existing_symbol[\\\"asset_id\\\"]},\\n 58| )\\n 59| record_audit_event(\\n 60| conn,\\n 61| source=\\\"crypto_assets\\\",\\n 62| action=\\\"create_crypto_asset\\\",\\n 63| entity_type=\\\"crypto_asset\\\",\\n 64| entity_id=asset_id,\\n 65| new_values={\\\"coin_name\\\": coin_name, \\\"symbol\\\": symbol, \\\"coingecko_id\\\": coingecko_id},\\n 66| confirmed=True,\\n 67| created_by=\\\"system\\\",\\n 68| )\\n 69| conn.commit()\\n 70| return asset_id\\n 71|\\n 72|\\n 73|def get_crypto_asset(conn: Connection, asset_id: str):\\n 74| row = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 75| if row is None:\\n 76| raise KeyError(asset_id)\\n 77| return row\\n 78|\", \"total_lines\": 77, \"file_size\": 2834, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"id": "rs_002041bba6e51fe5016a0629dccb848191aaad23f62797b3bf",
"summary": []
}
],
"tool_calls": [
{
"id": "call_6nQzxgAobMjltWDE8MQ6Gbex",
"call_id": "call_6nQzxgAobMjltWDE8MQ6Gbex",
"response_item_id": "fc_002041bba6e51fe5016a0629df1cec8191a2914e23c9d6182f",
"type": "function",
"function": {
"name": "execute_code",
"arguments": "{\"code\":\"from jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\ns=load_settings(); conn=connect(s.db_path)\\nfor row in conn.execute(\\\"SELECT sql FROM sqlite_master WHERE type='table' AND name='crypto_assets'\\\").fetchall(): print(row['sql'])\\nprint('counts')\\nfor table in ['crypto_wallets','crypto_assets','crypto_holdings','import_sessions','audit_log']:\\n print(table, conn.execute(f'SELECT COUNT(*) AS n FROM {table}').fetchone()['n'])\\n# output only coin labels/symbol/cg no quantities\\nprint('assets cg count', conn.execute('SELECT COUNT(DISTINCT coingecko_id) AS n FROM crypto_assets').fetchone()['n'])\\nprint('recent sessions')\\nfor r in conn.execute('SELECT import_type,status,rows_total,rows_imported,rows_failed FROM import_sessions ORDER BY rowid DESC LIMIT 5'):\\n print(dict(r))\"}"
}
}
]
},
{
"role": "tool",
"name": "execute_code",
"content": "{\"status\": \"error\", \"output\": \"\\n--- stderr ---\\nTraceback (most recent call last):\\n File \\\"/tmp/hermes_sandbox_g_mt8aya/script.py\\\", line 1, in \\n from jarvis_finance.config.settings import load_settings\\nModuleNotFoundError: No module named 'jarvis_finance'\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.24, \"error\": \"Traceback (most recent call last):\\n File \\\"/tmp/hermes_sandbox_g_mt8aya/script.py\\\", line 1, in \\n from jarvis_finance.config.settings import load_settings\\nModuleNotFoundError: No module named 'jarvis_finance'\\n\"}",
"tool_call_id": "call_6nQzxgAobMjltWDE8MQ6Gbex"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
"tool_calls": [
{
"id": "call_mEuSBqKGAJlbLcOonYswB18z",
"call_id": "call_mEuSBqKGAJlbLcOonYswB18z",
"response_item_id": "fc_002041bba6e51fe5016a0629e87f5c8191b37a8eb98593025a",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\ns=load_settings(); conn=connect(s.db_path)\\nprint('DB_PATH='+str(s.db_path))\\nprint(conn.execute(\\\"SELECT sql FROM sqlite_master WHERE type='table' AND name='crypto_assets'\\\").fetchone()['sql'])\\nfor table in ['crypto_wallets','crypto_assets','crypto_holdings','import_sessions','audit_log']:\\n print(table, conn.execute(f'SELECT COUNT(*) AS n FROM {table}').fetchone()['n'])\\nprint('assets_cg_count', conn.execute('SELECT COUNT(DISTINCT coingecko_id) AS n FROM crypto_assets').fetchone()['n'])\\nprint('recent_sessions')\\nfor r in conn.execute('SELECT import_type,status,rows_total,rows_imported,rows_failed FROM import_sessions ORDER BY rowid DESC LIMIT 5'):\\n print(dict(r))\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"DB_PATH=/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\\nCREATE TABLE crypto_assets (\\n asset_id TEXT PRIMARY KEY,\\n coin_name TEXT NOT NULL,\\n symbol TEXT NOT NULL,\\n coingecko_id TEXT UNIQUE,\\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)\\ncrypto_wallets 8\\ncrypto_assets 3\\ncrypto_holdings 3\\nimport_sessions 1\\naudit_log 14\\nassets_cg_count 3\\nrecent_sessions\\n{'import_type': 'crypto_wallets', 'status': 'committed', 'rows_total': 8, 'rows_imported': 8, 'rows_failed': 0}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_mEuSBqKGAJlbLcOonYswB18z"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
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{
"type": "reasoning",
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"id": "rs_002041bba6e51fe5016a0629ef9b488191879b3e0f1c1da6f5",
"summary": []
}
],
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{
"id": "call_HYETUTMSFpTM3YBz7Qwp2THv",
"call_id": "call_HYETUTMSFpTM3YBz7Qwp2THv",
"response_item_id": "fc_002041bba6e51fe5016a0629f29208819183376369969059f0",
"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/dry_run.py\"}"
}
}
]
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import csv\\n 4|from dataclasses import dataclass, field\\n 5|from pathlib import Path\\n 6|\\n 7|from .csv_dialect import detect_dialect\\n 8|from .row_hash import compute_row_hash\\n 9|\\n 10|\\n 11|@dataclass(frozen=True)\\n 12|class DryRunResult:\\n 13| rows_total: int\\n 14| rows_valid: int\\n 15| rows_failed: int\\n 16| row_hashes: list[str]\\n 17| errors: list[str]\\n 18| rows_new: int = 0\\n 19| rows_existing: int = 0\\n 20| rows_duplicate: int = 0\\n 21| row_statuses: list[str] = field(default_factory=list)\\n 22|\\n 23|\\n 24|def read_csv_rows(path: str | Path, required_columns: set[str]) -> tuple[list[dict[str, str]], list[str]]:\\n 25| path = Path(path)\\n 26| sample = path.read_text(encoding=\\\"utf-8\\\")[:4096]\\n 27| dialect = detect_dialect(sample)\\n 28| errors: list[str] = []\\n 29| with path.open(newline=\\\"\\\", encoding=\\\"utf-8\\\") as f:\\n 30| reader = csv.DictReader(f, dialect=dialect)\\n 31| fieldnames = set(reader.fieldnames or [])\\n 32| missing = required_columns - fieldnames\\n 33| if missing:\\n 34| return [], [f\\\"Missing columns: {sorted(missing)}\\\"]\\n 35| rows = [dict(row) for row in reader]\\n 36| return rows, errors\\n 37|\\n 38|\\n 39|def dry_run_csv(\\n 40| path: str | Path,\\n 41| required_columns: set[str],\\n 42| *,\\n 43| existing_hashes: set[str] | None = None,\\n 44|) -> DryRunResult:\\n 45| rows, errors = read_csv_rows(path, required_columns)\\n 46| if errors:\\n 47| return DryRunResult(0, 0, 0, [], errors)\\n 48| existing_hashes = existing_hashes or set()\\n 49| seen: set[str] = set()\\n 50| row_hashes: list[str] = []\\n 51| row_statuses: list[str] = []\\n 52| rows_new = rows_existing = rows_duplicate = 0\\n 53| for index, row in enumerate(rows, start=2):\\n 54| row_hash = compute_row_hash(row)\\n 55| row_hashes.append(row_hash)\\n 56| if row_hash in seen:\\n 57| rows_duplicate += 1\\n 58| row_statuses.append(\\\"duplicate\\\")\\n 59| errors.append(f\\\"Duplicate row hash at CSV line {index}\\\")\\n 60| elif row_hash in existing_hashes:\\n 61| rows_existing += 1\\n 62| row_statuses.append(\\\"existing\\\")\\n 63| else:\\n 64| rows_new += 1\\n 65| row_statuses.append(\\\"new\\\")\\n 66| seen.add(row_hash)\\n 67| return DryRunResult(\\n 68| rows_total=len(rows),\\n 69| rows_valid=len(rows) - len(errors),\\n 70| rows_failed=len(errors),\\n 71| row_hashes=row_hashes,\\n 72| errors=errors,\\n 73| rows_new=rows_new,\\n 74| rows_existing=rows_existing,\\n 75| rows_duplicate=rows_duplicate,\\n 76| row_statuses=row_statuses,\\n 77| )\\n 78|\", \"total_lines\": 77, \"file_size\": 2394, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_HYETUTMSFpTM3YBz7Qwp2THv"
}
]
}