{
"session_id": "20260514_223337_b23346",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-14T17:19:40.038929",
"last_updated": "2026-05-14T22:40:35.935670",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 10:33 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": 191,
"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. 47 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_AmbnrNlMornOeP2GNAHf8Ggw",
"call_id": "call_AmbnrNlMornOeP2GNAHf8Ggw",
"response_item_id": "fc_002041bba6e51fe5016a062683b8e88191a5d2af2269af4d2f",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nRUNTIME=$(mktemp -d /tmp/jarvis-finance-crypto-verify.XXXXXX)\\ntrap 'rm -rf \\\"$RUNTIME\\\"; unset GOG_KEYRING_PASSWORD' EXIT\\nexport GOG_KEYRING_PASSWORD='LammBitch30'\\ngog -a friday.uplink...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBiaDsOQqrTJWAMkcHysmHbvFZ-nukU6T1kWhCKS7Nki38JNO_-siir2wCkr42uVSoNij6OQ6cb4BEWJyPZWcr12xKSNqOdEPJcWE3XSbRSce0xmwmgpAbnUVsWJ0zQYLOkJMSl8fkys-uqHnxHAogzApHsu7f15--OJKXYd7y-QFRv65NjXD9ruONPUb9dWp0YnchnsXPjsbPRPZ-KhZimWKZv77LlgM4xaI-bjjDWaOZIbCXy7djf1tb4NIvhN4PUjuzF0xmevp3ipGA17voayE-gUWA2Z3l2gN_UyCLPcxTjxKT3rmaGahL5NsQVDbTBl4gHkWr2R29nFtE0cDvXGrH7hrFpPMcnc9JJ8jEUAOX7ewsHrDup0wJDSyU24tIozjY3HZgQTnkmMyVIj0YZxt8OznPjaYBrwNhrF5ogNBS_4GHpQr0DjrjxP32mWWuX6e6vJs5ZVeYu1VbYNHfmUVqT8r6_3fehY0bxi8T_MyKekdcP6334H5R--b1NLAWJr_EbndhzZHIX_I-t3eSapr2kFmlYGd6w48i5dsn9RBKk_Wau9TazKQjaK9GvrpWgr3xO4QXLxKsZjIGwRICF6OynXwuotjoXDVxHJRMRFQx_anAk7ar0PsK9JOUufEj0lmrgmAnjBkScICia1QlYBM0C4qPnOrHxz-eoyhwzd1khId5PEMtR88Xq6XXND6cclAmGAjgtsTcP7NvSCMkFu6asqyW_hrkwt5kS6p57ZQSpP_4ghZWYnmx-GqfYYBvw-zoWSCfZfT7lrAyriVbl3kXhP6OuQBtFgTaVToOKXznNTTZJnJeQ9opv6xIiijJ9TBg2FFwZfBLKOrfmaBosuLQi4d3K6nn0VNwUKhqXz4MaXeq8qih6r34lWzn_KjATqpBtTpjUfJ7yIfA2b4yMwaTQ5H5L3QVHERtIKKzcfm0k8RKvkCeyAdrfdPjPNqy5X_jaUi5mwTquGXIWQEBbbHqmuytdjxhdstkKcDP7FRQnUyTvXrzHftpsVgGwi0EK-rGgIoQdLmYmyWG5_ZvxJAQJBquKUR4P3yVP4AjJ18_pe0N1naPHsMzqB_DXM93QJyFWiNkOgI-qw8bxSyCBogAwjq64PS0NOn3a5dMmVhlPs-Tt9o2SXPe8cRdh9Gl1moeZrWsiqbE3alKOV8Ns4CQcq-9-_WqnZZZ7qqoqSGsPOJL07fpJARPslvS-orV0FCNLmeiGuXtl-g7GPmkHkbj7oyZ2DF6RCeMEOQtrJuMtzwKVIRlUp0CYW8UYQccI-hJkWFGB870i7CPrbTc4vVzVtSn9Jv2wTqqWn48sGeNtdPYJpudRLarXyrfZcLVmWg7nFsc-8VGWjYTIghT5aelAMuR-FP0O1Nh9VN9PHC0hnf5N6j_nHbEI4j2L6wEi2YCAf_SKRwSaw5ltItmkkkCIBFYlXYySNG5fEaOsr2Rkzmvqltt_IQraxS-2MwOC6GZ9wV7AXeP1oBUJKX8kWb1zvmcUIQ-ybnIQ3lu4n_dKO97gzEaBU9FhXdTQo3fdWKF8oIGAHv_i8_SiIWcu9HBeLOG1QGWRsqdm1gcjIEAWeTvOU5EZ5iih9ZWuWemX6gNEeVw7h9GeTqPyC5utwparxaRowOvTR_Ijn_AcDxKjR1DbjaEAJSoo7eFLXY9-UnqMyeQjHqnPTYfypQf2qWF3EzE0Ra0u3b0W23NNr8_56YiqywHVMT6whfF4uRc9usEtaTrbBcS4d1--5H3g2wvTBpsI6bzCAA_0YtZmgH7WYm4wiMuNJ1-rfBwLGFLKkvyib5NX64P7Ep_vsq9x0WTiar-4GLasypGWvHsnS_4UAju-oDG-Ov7IV_wUMDGvoexLKY137TN6oaghCJ9Hzd6vvWYj7Ic2X4Xh8VE2wldhR0C5MUuFY2baM1Nq_25J8riMEGvO9GnRLDE7iPs-4tbDapl0B-QtGl46R1-CNL4WLPkqXx6LV-7ZVtZkkkKkjMHL207a8fbF3yW54-gGcdVFmp8nVfDfHlRjBiOFuqnPvsA_t9rzo503QohDo3C5iq6IYjLBiVrB0Ugs3G3n88x9CGde98cm2cf6qLk3TXRMwKLGLrCVycnNugQleQCW9DdEQhfGAtRkBZO5D4KjiFDMuAn7PbZqzalRwIS675zMjYKcuhbHGeUDzu0HcjQijUaCfAmO-FBl0nfDBlYWOlmVZi3N6dPvRbtuc2L7_MU2a0BICD8z4welUGd9wJwYg2",
"id": "rs_002041bba6e51fe5016a06267f351c8191be6f287ad7465334",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\\"all_quantity_formula_cells\\\": 3, \\\"all_scientific_notation_quantity_cells\\\": 2, \\\"all_decimal_parse_bad\\\": 0}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_AmbnrNlMornOeP2GNAHf8Ggw"
},
{
"role": "assistant",
"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.**",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"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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"id": "msg_002041bba6e51fe5016a062694ddb48191aa362eec94a2906b",
"phase": "final_answer"
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],
"finish_reason": "stop"
},
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"content": "[terminal] ran `set -euo pipefail\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\nP...` -> exit 0, 1 lines output",
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},
{
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"content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/audit/log.py from line 1 (1,934 chars)",
"tool_call_id": "call_NOB4pfdAWcdJOUPwQDyPNSdC"
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{
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"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=...[truncated]\", \"timeout\": 240, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
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],
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},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-imp...` -> exit 1, 1 lines output",
"tool_call_id": "call_InaZmvzDOW6R7tIZKH5MNfso"
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{
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{
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Echte XLSX temporär laden, sicheres Subset extrahieren, Wallets normalisieren, Decimal-Text mit Stichtag 31.12.2025 vorbereiten\",\"id\":\"prepare\",\"status\":\"completed\"},{\"content\":\"Produktiven Initial-Snapshot in Runtime-DB schreiben: Wallets, Assets, Holdings, Import-Sessions, Audit\",\"id\":\"import\",\"status\":\"in_progress\"}]}"
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},
{
"role": "tool",
"content": "[todo] updated task list",
"tool_call_id": "call_IZuEM0ptUd8b1AxcuTiqRfUr"
},
{
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"content": "",
"tool_calls": [
{
"id": "call_x7ZglzYVAWVe6QJ4L21mcUrz",
"call_id": "call_x7ZglzYVAWVe6QJ4L21mcUrz",
"response_item_id": "fc_002041bba6e51fe5016a06296d99d881918753515e2e8adb2a",
"type": "function",
"function": {
"name": "search_files",
"arguments": "{\"file_glob\":\"*.py\",\"limit\":30,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance\",\"pattern\":\"dedup_key|CREATE INDEX|alerts\",\"target\":\"content\"}"
}
},
{
"id": "call_QqIJpw2hiGWZSBZ3iDksxsR2",
"call_id": "call_QqIJpw2hiGWZSBZ3iDksxsR2",
"response_item_id": "fc_002041bba6e51fe5016a06296d99f081919a68c4017e220d72",
"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(); print('DB_PATH='+str(s.db_path));\\nconn=co...[truncated]\", \"timeout\": 60, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"total_count\": 0}",
"tool_call_id": "call_x7ZglzYVAWVe6QJ4L21mcUrz"
},
{
"role": "tool",
"content": "[terminal] ran `PYTHONPATH=src python - <<'PY'\nfrom jarvis_finance.config.settings import loa...` -> exit 0, 1 lines output",
"tool_call_id": "call_QqIJpw2hiGWZSBZ3iDksxsR2"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_FDo8c85YBcei8bkUqirZWVp5",
"call_id": "call_FDo8c85YBcei8bkUqirZWVp5",
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"function": {
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"arguments": "{\"file_glob\":\"schema.py\",\"limit\":20,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage\",\"pattern\":\"dedup_key|fingerprint|muted_until|last_seen_at\",\"target\":\"content\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Investigating search results**\n\nIt looks like my search didn’t yield any results, possibly because the schema was truncated to a single line. I think I need to read more about the alerts to understand what’s missing or if there’s something specific I can adjust. Maybe there’s more context or additional information that I need to consider! I should explore options to refine my search approach.",
"reasoning_content": "**Investigating search results**\n\nIt looks like my search didn’t yield any results, possibly because the schema was truncated to a single line. I think I need to read more about the alerts to understand what’s missing or if there’s something specific I can adjust. Maybe there’s more context or additional information that I need to consider! I should explore options to refine my search approach.",
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"id": "rs_002041bba6e51fe5016a06297225c881918fbd051ff701e8c6",
"summary": [
{
"type": "summary_text",
"text": "**Investigating search results**\n\nIt looks like my search didn’t yield any results, possibly because the schema was truncated to a single line. I think I need to read more about the alerts to understand what’s missing or if there’s something specific I can adjust. Maybe there’s more context or additional information that I need to consider! I should explore options to refine my search approach."
}
]
}
]
},
{
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"content": "{\"total_count\": 0}",
"tool_call_id": "call_FDo8c85YBcei8bkUqirZWVp5"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_5DcRdzipXErrFC3jCHx6HmoU",
"call_id": "call_5DcRdzipXErrFC3jCHx6HmoU",
"response_item_id": "fc_002041bba6e51fe5016a06297bcc2c8191acff3a1a4e089a35",
"type": "function",
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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])\"}"
}
}
],
"finish_reason": "tool_calls",
"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!",
"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!"
}
]
}
]
},
{
"role": "tool",
"content": "[execute_code] `from pathlib import Path p=Path('/home/agent/.hermes/repos/F...` (1 lines output)",
"tool_call_id": "call_5DcRdzipXErrFC3jCHx6HmoU"
},
{
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"content": "",
"tool_calls": [
{
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"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":200,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/quality/alerts.py\"}"
}
}
],
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"content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/quality/alerts.py from line 1 (3,727 chars)",
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"arguments": "{\"command\": \"set -euo pipefail\\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-import.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME_TMP\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWORD=...[truncated]\", \"timeout\": 240, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
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"reasoning_content": "**Planning migration updates**\n\nI need to create a script for the migration. It might be helpful to add a skill update too. I think referencing existing notes would be a good idea. I should probably include a note about schema migration in the skill documentation. If any issues pop up, I'll patch the skill later. I also need to think about running imports and remember to include a backup just in case.",
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},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-imp...` -> exit 1, 1 lines output",
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{
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}
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},
{
"role": "tool",
"content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/assets.py from line 1 (3,631 chars)",
"tool_call_id": "call_JRvCSPooznSIG3a1UrDCyjjQ"
},
{
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"content": "",
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{
"id": "call_6nQzxgAobMjltWDE8MQ6Gbex",
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"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_...[truncated]\"}"
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{
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"content": "[execute_code] `from jarvis_finance.config.settings import load_settings fro...` (1 lines output)",
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{
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{
"id": "call_mEuSBqKGAJlbLcOonYswB18z",
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{
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{
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"encrypted_content": "gAAAAABqBinyihAVgj04ArN2dYF4sj0Hl9Lgq15aVIPZz_OTpVajTBSnKOEiZ6tjqp7PuwJUlVkO9KFboIt7yNCUKc0-WDLIlvl_FZpfuYGx2cLcoEGV3Yw2o0wREAqgdavDzX27soBTs3QKOPcn76-kVxQ_mbTdqxy-wgw57azml_HoupbwwqtpAtWVDnjimXe4kNMQ09NO14RHNBKzudQ0NwRyptX60-WR3Ub2P2K2mPTOq9zsF3rEzPLyW91DIAc2__n0mVeYdlUkeSQ8PZ5qYDBB43-HyLXuwADs6Fpol8p3_lUODYVV2JmLfCxGJ14XhazBfLQ3mV7X8ptq_gKOTrhlHGRMban_iiRRGaijZelyjNbMM4Begiq_Xm_Iwh8KGKOwnhnzNQPnZaXINQr4hQHYQxO0_27rgQmsNyIFsKZX3Ly1H8jQX9GqSkGUJeo9oFGefKxT7-Amup7kyT8QoxqgHD_jY9GOx-eya8iGzLs8wJwRchM0dpf1Ea4yxiDHlO8RT1blAVhA2QKcgqZD9viqX04ZFbQnhPc_zh2TXRjrGlT8_GCTIQahivC0gEGcYhIxMBnnQOL4JjVbBZU19QIckvW4UUzJR2YfLk5HJJXwyxNu-aTkU8zH24xLphw_mIziNrxxQZ0TyWfrJqf4Ye5IfAqAAnG50RtYgaYOM5plZfS_all-coENlEElYam8ZmP9lQCZup0-jJWAAb-HJUAuNxXioxDAIOnw4-861cQsUnVKSqATPb8ddt4W3mxmjh0Zh33PpxSrKU_atnik8Rolo81gDm3REl4zlBglBNmpFpA5b-vD0l2CWX34tXQqc_fPIVx-6kzjOwfgRvdFc8mNi7q10SW4xl9d6VT8rErAP2BdZmAipZcRQiJx0jt8WvQaOAg1npl2Uy7wGvG_JzI0ykc_1bY1ZxFVLomIRMXF-RPNKqLE7wZFwtX9ZN8E377sDPW5bXyAGh_sOUi71nidJYQPHENn07ZY333VbxtwBd681_9rIxn_hgNCRY9gBfh_AEmiuL3YvN9YhVtwdEEAq2eQPXrr81Tedy1K0ExDMjrYj5fjiZ0EZH9MbDQoURRPUOUXEE6-t24H_7CNtJCPrI3QlB6bc64MrbNDspDTdMRO17Ey2nEw_vfIDIpmwWFu_Glz1wrDBdUgozE7H4umSD1CYewum7Sty141nYMOdUeAahpOO0BQ3bNR-ncpxtBAHQvsppx_7vaYiZ3imZ_0Qd6YEt3i38tQYdPi6N5RQ1y476oMDAWuh3bIgI7kJ8_1BUhzzs1q07ntidsxrrZJwfyl2scAOA8U-PVEXrr1Zj2Yq5F3w2VJC2J5TLZHMdSRoL5XcmMq8-mZVACiMJ4G7CNJWenQs3yjYoxwf3IMF2b0xE9fyp94vpREvdMqLfZrvOqMX_hqal24X7IuuHZ4nGUgrEczAYWNwXmy4aQLqetPpRNbuwwBO_aUzaIr5J8HKcXc4wMmg6yG9vrmEFqMWbH-wEWrspKiT0hvUAYMng5yeUemGpiDT0PKpeK2jGviDkr6HlU3hDYy0CW_-h-osngDGKX77WLsD07CyCIsazqhBNYwX1P4RAKSLBIdlQEIJzqm9O0hSZ5GRUGNc8T-QPt_YgYy714qw4wXkZzTUzsQpLSqNUrcyduasqyDShAL6LxqWOd-J2LjXGQJOVZ8yraW5notCX5fV1YVxwaFmemgBAMwolhZ3l1uZgmSWqaqmPLU84PstUHieN6uJkhA4Da2OMtK9WlUAKvjxM6VqLCqqCg=",
"id": "rs_002041bba6e51fe5016a0629ef9b488191879b3e0f1c1da6f5",
"summary": []
}
]
},
{
"role": "tool",
"content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/dry_run.py from line 1 (3,145 chars)",
"tool_call_id": "call_HYETUTMSFpTM3YBz7Qwp2THv"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_2bmHx0cKZd58eOQPHzHTQfBm",
"call_id": "call_2bmHx0cKZd58eOQPHzHTQfBm",
"response_item_id": "fc_002041bba6e51fe5016a062a05169081918dbf5adc050ef71f",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-complete.XXXXXX)\\ncleanup() { rm -rf \\\"$RUNTIME_TMP\\\"; unset GOG_KEYRING_PASSWORD; }\\ntrap cleanup EXIT\\nexport GOG_KEYRING_PASSWOR...[truncated]\", \"timeout\": 240, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering wallet imports**\n\nI see that the wallet already exists, but I can still call for importing wallets to create an import session from the existing one. Manually resolving holdings is likely better. I need to resolve the wallet by name and the asset by its CoinGecko ID, creating a crypto asset if it's missing. \n\nIf the holding exists, I might count and skip it, but I need to consider whether it’s a complete snapshot or if the existing holdings are stale.",
"reasoning_content": "**Considering wallet imports**\n\nI see that the wallet already exists, but I can still call for importing wallets to create an import session from the existing one. Manually resolving holdings is likely better. I need to resolve the wallet by name and the asset by its CoinGecko ID, creating a crypto asset if it's missing. \n\nIf the holding exists, I might count and skip it, but I need to consider whether it’s a complete snapshot or if the existing holdings are stale.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": 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DCzDN6Zg-MW6NEzGP3yHzCSF_-LbiwSpWjqEZdzbAawfTWBAsY5_TdSHULEsH0hvmAzSCjulcVG80t0-QrIwPP-rbnDtyTt19c5PhHU--UN1Mv9bDKkp5bNqQxIYdP-COfepiIyHKJeMI8e-VYDmcXpmyxxzLNSbNzebaUaxbPi4gah-7usHa_FonU_QCvoUqETmi-voL8lIKq8xJJI-sTe_qmmR3DHQRE_rpzuOFebiTKPjB4BboJsYTdquH5cXyAZ9Nev31LtW6gIa7Wd8U9Zp6T8GZszZ_WLmBYGlhqutRjP19sbaesj4CnPahDhVTRzChmMrpBuqqXvvTQlp4rC0MfCzSL1bZZmJgjZC-5Wrj9OHQPe19lzmwa_u0DbbXdZAsIw6zyJLEwOPdFzQEa0JMroXGEX0MXNC5r7aTio85JtrGI0RtPA5KGIIAq6LKuN7kOJVTsK92gMJKnSh5y7-XxjExkddWIAGXBTa8hA_GWM7c8qucwtgVUkIz4WsBjQ86cdfqXrXpb56uGzlzEJKAU72b7auefEVgMt9vloZpitWlciifJRpKkHrPx-EjFovm7wVsBnPEYsoPbz1QSBWalLmLjhsH1uxUd0TZAsznqRFpOZzrWM_nFBe_Hne7d3qLz9MtNq0w3DG8b5YE_sUMYEmrcNQ9xDMkhdvQy9Nc4a4UnfLWPEUzHy5Uybl9uCfqVAmisho_Z8MHcsSq9cR4uGCOUJ1kR_AsJhzgxPIP1nk6JFcMUOveJmtsWCkBeNEp5l5EKZEBCgk_Jjx2j4DlIQ_8p4Ovps0x23bKqEz87Vlog5nS6zQLmMhg6nil8LhAq_9eaM0WPfWXgWbGp9WUEWan89XROUsulETuF47jzhYnCofu4wKdd3a0Yi_XhrKn",
"id": "rs_002041bba6e51fe5016a0629f5b96881918e0397f1ca92a285",
"summary": [
{
"type": "summary_text",
"text": "**Considering wallet imports**\n\nI see that the wallet already exists, but I can still call for importing wallets to create an import session from the existing one. Manually resolving holdings is likely better. I need to resolve the wallet by name and the asset by its CoinGecko ID, creating a crypto asset if it's missing. \n\nIf the holding exists, I might count and skip it, but I need to consider whether it’s a complete snapshot or if the existing holdings are stale."
}
]
}
]
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nRUNTIME_TMP=$(mktemp -d /tmp/jarvis-finance-crypto-prod-com...` -> exit 0, 1 lines output",
"tool_call_id": "call_2bmHx0cKZd58eOQPHzHTQfBm"
},
{
"role": "user",
"content": "[Your active task list was preserved across context compression]\n- [>] import. Produktiven Initial-Snapshot in Runtime-DB schreiben: Wallets, Assets, Holdings, Import-Sessions, Audit (in_progress)\n- [ ] postcheck. Nachkontrolle: Aggregationen, Import-Session, Audit-Log, Git-Safety, Git Status (pending)\n- [ ] report. Aggregierten Bericht ohne Mengen/Werte liefern und Dashboard-Folgeschritt festhalten (pending)"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_5OW7VGOYkyoNEUt6ofEr7rOV",
"call_id": "call_5OW7VGOYkyoNEUt6ofEr7rOV",
"response_item_id": "fc_002041bba6e51fe5016a062ac6c5b88191a77b3d336410770f",
"type": "function",
"function": {
"name": "skill_view",
"arguments": "{\"name\":\"finance-system-architecture\",\"file_path\":\"references/mvp-safety-gate-implementation.md\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Running checks for active tools**\n\nI need to stay active and perform a post-check. It looks like I already have the relevant finance skill loaded, but the context mentions I should scan before replying. I’ll use the tools available. It might be useful to note that the import has completed, but there are still tasks pending. I should run a safety scan and check the status, ensuring not to output any sensitive quantities.",
"reasoning_content": "**Running checks for active tools**\n\nI need to stay active and perform a post-check. It looks like I already have the relevant finance skill loaded, but the context mentions I should scan before replying. I’ll use the tools available. It might be useful to note that the import has completed, but there are still tasks pending. I should run a safety scan and check the status, ensuring not to output any sensitive quantities.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBirG9VnnBqvRWiJmyZ0K02LkVVXk8TYijMRvhfiVPsVSYcQpnRIj7_uFjbMnRVtEQlglKd5_sg69VvUA3JN_k3ZSJGydLpf6G2Lf98XR92Lj_CBYSA7E8qwWUwFwHI0WwC9kViRGk0F5CbUzNEoWvytiil7O_tZ2ZcPg20O4YP8J4UZL3mSkvhMMoz59MoVJz7RdC82Q_35DCylxlXoMy7RPcA5lK3cp3xy4lMzfeUY-0NABBUVpAxHAf8YTzamYkvRNF4T46Y1ebhzkGUkVVUJ9FbIJIsMc6M-hoH5bg9DykNOLTKeJTVDuULGZ3VDMXaBExns9F7JgaRrgnV2JBpUFBaatwliOGVyKgKRahnYRPpx91AFfHpwvr4O7-woznjTnYg_4unM-wa1b11HpqvRwaTo2bsUPDsBc8SUBJPrKUIQ1OPo1ZPJrwetsNx2d0-E7oXlSDzha1SMtWbcE5CK_hl8ZmOIFKBJC_v1mARGclFHc3GOfj1Jbv9fCHG6JZx4XvCyb0Ow3G01x9Au7pZZSMVsA7aZLRMeN81Ae0JIyjYzZQt77LepmiI0OEisD2wJIPNF6G3Y5fDsR_6nWRbeKe7BXQubKEw_JW6EAecXESyYA-VIJ9oQaQscHUzdp5uIq-FcUTn3787zgB8HCh3DbM7PUzCaWjwIsKZn72u75BCtxM713vOgyeIX4d0BtL_nRMoNcCLyQGBGkbvRomKuAXk-wtvaFpys09vPIsJHwmxc6absm2YRiouC1RMRdEINhjqUIyM9u68Tlli21VVpxenHMEtdBlbMhm2DHa9HC9foUgKWrGGLlH3cn-1yMlCXri0ICg37McL0s2LKO6TciNbFsMnO-GKcau-vcOPUcDfzPGVTl4yqRnF40jAKFe2EgrfJvZIgKjI_v5drOApzBbS0YDgc-AsyS18tJFdeIrhTh9mjFyQAkyf827LNb4JToiKJng82IlOq7ro6GeFOUuWhL-kfbSCZGcJpk-Oo7BLJbPz4ANo8CsWkVYAQsAO-E7QrcX8iA_82_U3ZbApDN7HTSmu6H_WMwHRvGv_P2Do73rFdON_H9peq7IMerpYK8opKHiOst1OulWAWfQ8p-QKSapSAWa1DO7Ki29QaHXD0TbHBKWc-byZECTgdJeQ2S4lqNUGcfHi_iY5B0eUSj_gL1An5vghqg7_YrdADEqz0C2yJsF2dsvIsCPN2e3QcqWLsLygyuCIX_my1QErUSRQ4TZIdlDA5zr0j_-mgwX6EeGPCVGGip7C1qN45sXCSaC4B3t49n7H0Iw98cfpm0iQWU-SF50Rc1tq6sQIJGGwcSfAtFIYQKev78kkz6t_KEMbJplsFo7ypzrrcOytfV9A==",
"id": "rs_002041bba6e51fe5016a062ac400148191b09fa73f02923774",
"summary": [
{
"type": "summary_text",
"text": "**Running checks for active tools**\n\nI need to stay active and perform a post-check. It looks like I already have the relevant finance skill loaded, but the context mentions I should scan before replying. I’ll use the tools available. It might be useful to note that the import has completed, but there are still tasks pending. I should run a safety scan and check the status, ensuring not to output any sensitive quantities."
}
]
}
]
},
{
"role": "tool",
"content": "[Duplicate tool output — same content as a more recent call]",
"tool_call_id": "call_5OW7VGOYkyoNEUt6ofEr7rOV"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_1BF28Y1K32KqiKPnbJEZ17KW",
"call_id": "call_1BF28Y1K32KqiKPnbJEZ17KW",
"response_item_id": "fc_002041bba6e51fe5016a062ac916f081919921d11d8d87d622",
"type": "function",
"function": {
"name": "todo",
"arguments": "{\"merge\":true,\"todos\":[{\"id\":\"import\",\"content\":\"Produktiven Initial-Snapshot in Runtime-DB schreiben: Wallets, Assets, Holdings, Import-Sessions, Audit\",\"status\":\"completed\"},{\"id\":\"postcheck\",\"content\":\"Nachkontrolle: Aggregationen, Import-Session, Audit-Log, Git-Safety, Git Status\",\"status\":\"in_progress\"}]}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "[todo] updated task list",
"tool_call_id": "call_1BF28Y1K32KqiKPnbJEZ17KW"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_1KGsVRlbD0qF5A1mcKy00Laq",
"call_id": "call_1KGsVRlbD0qF5A1mcKy00Laq",
"response_item_id": "fc_002041bba6e51fe5016a062acdc9f08191abe1b0246249ba29",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nSAFETY_OUTPUT=$(PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .)\\nGIT_STATUS=$(git status --short)\\nPYTHONP...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\nS...` -> exit 0, 1 lines output",
"tool_call_id": "call_1KGsVRlbD0qF5A1mcKy00Laq"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_lTfkryVmdVBc3BKUzC7U0RqY",
"call_id": "call_lTfkryVmdVBc3BKUzC7U0RqY",
"response_item_id": "fc_002041bba6e51fe5016a062ae3736c81918b74360eabd12be2",
"type": "function",
"function": {
"name": "todo",
"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Nachkontrolle: Aggregationen, Import-Session, Audit-Log, Git-Safety, Git Status\",\"id\":\"postcheck\",\"status\":\"completed\"},{\"content\":\"Aggregierten Bericht ohne Mengen/Werte liefern und Dashboard-Folgeschritt festhalten\",\"id\":\"report\",\"status\":\"completed\"}]}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Noting import progress**\n\nI need to keep track of a partial attempt: I've got 22 rows imported, even though 3 were created during a failed attempt, leading to a total of 25 safe holdings. I should note \"import durchgeführt ja\" with a caveat. It's also important to mark this in my to-do list. I remember that \"echte Mengen/Werte\" refers to financial amounts and not counts. I must include a skipped list, remind myself about the Dashboard, and update the completed to-do as well.",
"reasoning_content": "**Noting import progress**\n\nI need to keep track of a partial attempt: I've got 22 rows imported, even though 3 were created during a failed attempt, leading to a total of 25 safe holdings. I should note \"import durchgeführt ja\" with a caveat. It's also important to mark this in my to-do list. I remember that \"echte Mengen/Werte\" refers to financial amounts and not counts. I must include a skipped list, remind myself about the Dashboard, and update the completed to-do as well.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBirjkJv2HS5SNNfSZr4wO56QBO54f7HZ3qOj-IY_9R8_t8nVjRwRTeBpZZG8N6EPyPI2tZt3USA69IgUl-OqnoTyscOqmUx2uEeUY-CEbOCllcpewvHwEPFjxIn-kjn8cBLsD4bA6lXsKXsp2M8sHdzdJ7PKutQEtfOJ0XIdPr7J5dQ9UuYdR0MjNWbdUoXXGvX7rIal6YCG8wSU7np54UUKjglW-MthrxITkn5LqWiHJ1FyHXNmhyAUPdZxKOyzI8xw3F65NBPPoHMPYyoLDhBCBgSREuw7k5eE9k_UOWaR-Xrtz8Tzg6XbdnQraQDxUQnlERgPW0a7-Cive82KJxcvsixU7KCnbU1WdNywSQCxxJPp_4kTfRpttmKI9HFfUzGxt12VfFv3kHXQxJdTz_womDxNRNJyZJpqmu53lWA8vsw8NNn-8osSre8bLnULc8kOdQZJB0Gsu3-tXbVFCVMJq-yWXG8DkqdHWtgv8e4FT7jFHGL6ywrmiKlmIQj3HiVChoWA1yBmMgW_MKmf0TD1SLtcbmKSC64rwLPs0Lo5RmNFMtpt8GUyilfMdt8gwLPATQCft3DtSSu8d0VNEsUaMk9h-I1JJidcffIdHOI0hr96b92A5JZypAVQv3C1Y7hZ2b3mDUe-mxMeCaJSmZiwpOG94unvEHLNtS-p3VfRH54tiQ-J9OaTLrIaLo3Bnj4Sb3Pi62lAALOA0WINW_FSqAhao4TyQ2ASjJU-d5vK6u-rAF2aF01vFMJEm3uS4eWnKNdi8rJGxkEV9RtNDpo8lI0ZmCORhD4w2YcvS0SC2we_nuT6hFeIQ5bSHa5SNwpH-5NU_9DlViQUsnHPXYvmOIyRe3moiIBZODml8zlVBGvT3CZ3tNASWX_c_n3YBmS1aq9Q9N1q3pkbvsWWkWipnzvDP8WIZH_xzIcFPNQ-rDRxihmSZju_T9P_QL3YgEPWf2o5EmZGZUggtq4TfeBLu9Y62eAR2a7cPogWr8TlivIJ6Ax9dV2LpTWvvQoyaEGbyDR3tY0jB37fQ4GaOdi805jrK-acVDfgjFGfGyLbh8D2fPGtcNZmwmDnHWVcu_Gm0n_E0J7aGB10_tWeoAidi80OKEYwOUhV_xq26ch7FyVqcCFVUXnzeg3pgH--H6cikw6wHGjUmxMtkgndegpT2y9JvyC8CnrAlFIjPcJqKVkq7lXge2vmD94xvrm4CajIFS0eUBKFeq6yb54ROACZamBzw3ivUE7mWT7UILv_A9J-AY8qrcdcmw0eqOR3nvcWDD2dxxbLgvurPhhmOuFfy9hixh6YIxgNCj-6Z1G1aayVK5jgd5Dpy2ASVM5--sgcXsCgoRRxmu0BaTbUR7jt8TgE83nHihAB6XCI0gjkgH7GeQg4uzvm6ez7Jbotg7y8Tx4uMpseLKVTLhJIcbOaJ8zfJTY3LZvhs6Wid5l2mdOgIfUwv1jp2TqEPJfxePPwNFNgmGxBfvmLsBasFXM3MqrLpDU1OlKkoomL_6HByck=",
"id": "rs_002041bba6e51fe5016a062adf717c8191bd6f2c823e1112b6",
"summary": [
{
"type": "summary_text",
"text": "**Noting import progress**\n\nI need to keep track of a partial attempt: I've got 22 rows imported, even though 3 were created during a failed attempt, leading to a total of 25 safe holdings. I should note \"import durchgeführt ja\" with a caveat. It's also important to mark this in my to-do list. I remember that \"echte Mengen/Werte\" refers to financial amounts and not counts. I must include a skipped list, remind myself about the Dashboard, and update the completed to-do as well."
}
]
}
]
},
{
"role": "tool",
"content": "[todo] updated task list",
"tool_call_id": "call_lTfkryVmdVBc3BKUzC7U0RqY"
},
{
"role": "assistant",
"content": "Erledigt, Sir. Der **produktive Initial-Snapshot-Import für das sichere Subset** wurde durchgeführt — ohne echte Mengen/Werte im Chat und ohne echte Daten im Git-Repository.\n\n## Import-Status\n\n- Import durchgeführt: **ja**\n- Snapshot-Stichtag: **31.12.2025**\n- Produktive DB: **Runtime-Pfad außerhalb des Repos**\n- Echte XLSX: nur temporär gelesen\n- Temporäre CSVs: nur Runtime-/Temp-Kontext, anschließend entfernt\n- Legacy-CHF-Werte K–Q: **ignoriert**\n- Unsichere Coins: **nicht importiert**\n- Ignorierte Coins: **nicht importiert**\n- Git-Repository: **clean**\n- Git-Safety: **GIT_SAFETY_OK**\n\n## Runtime-DB\n\n- Pfad: `/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3`\n- DB liegt außerhalb des Repos: **ja**\n- Runtime-Basis liegt außerhalb des Repos: **ja**\n- Dashboard kann lokale DB lesen: **ja**\n\n## Importierte Struktur, aggregiert\n\n- Importierte / vorhandene Wallets: **8**\n- Safe-Subset Crypto Assets vorhanden: **19**\n- Safe-Subset Holdings vorhanden: **25**\n- Wallets mit Safe-Subset-Holdings: **5**\n- Import-Session für Holdings: **committed**\n- Holdings-Import-Fehler: **0**\n- Audit-Log erstellt: **ja**\n- Crypto-Audit-Einträge vorhanden: **52**\n- Data-Quality-Alerts: **0**\n\nHinweis zur Import-Session-Zählung: Während des ersten produktiven Laufs gab es einen technischen Schema-/Importer-Konflikt nach bereits begonnenem Schreiben. Ich habe danach kontrolliert fortgesetzt und nur fehlende Holdings ergänzt. Ergebnis in der DB ist vollständig für das sichere Subset: **25 Safe-Subset-Holdings vorhanden**, keine doppelten Nachimporte für bereits vorhandene Zeilen. Nicht elegant, aber sauber nachkontrolliert — Finanzsysteme lieben bekanntlich kleine Charaktertests.\n\n## Import-Sessions\n\n- Wallet-Import-Session: **committed**\n- Holdings-Import-Session: **committed**\n- Letzte Holdings-Session:\n - Status: **committed**\n - Fehler: **0**\n - Bestand nach Nachkontrolle vollständig für das sichere Subset\n\n## Importierte Coin-Labels\n\nImportiert bzw. in der Runtime-DB vorhanden:\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\nBestätigte Mappings wurden angewendet:\n\n- Swissborg → BORG / `swissborg`\n- Tether USD → USDT / `tether`\n- Swissborg Wallet → SwissBorg\n- Metamask → MetaMask\n- Yoloi Wallet → Yoroi Wallet\n\n## Weiterhin ausgelassen\n\nExplizit ignoriert:\n\n- NIGHT\n- S Sonic\n\nManuelle Nacharbeit / später im Dashboard ergänzen:\n\n- ADA Cardano\n- Amp\n- Avalanche AVAX\n- Bitcoin BTC\n- Chainlink\n- DOGE\n- Decentraland MANA\n- Ethereum ETH\n- HIGH Highstreet\n- IOTA IOT\n- LUNA Terra\n- LUNC Terra Classic\n- NETVR\n- NuCypher NU\n- Ox ZRX\n- Polygon MATIC\n- Ripple XRP\n- SAND The Sandbox\n- SAROS\n- SKY\n- SOL Solana\n- Sundae\n- USTC Terra Classic\n\n## Git-/Safety-Nachkontrolle\n\n- Git Status: **clean**\n- Git-Safety Ergebnis: **GIT_SAFETY_OK**\n- Keine echten CSVs/XLSX/Reports/SQLite-Dateien ins Repo geschrieben.\n- Keine echten Mengen/Werte ausgegeben.\n\n## Nächster UI-Ausbauschritt vorgemerkt\n\nFür das Dashboard sollte als nächstes ein Modul für manuelle Crypto-Korrekturen gebaut werden:\n\n- Coin hinzufügen mit CoinGecko-Suche, Wallet-Auswahl, Menge, Datum, Notiz, Bestätigung, Audit-Log\n- Coin entfernen nur als Transaktion/Korrektur, nicht als stilles Löschen\n- Coin bearbeiten nur via `manual_adjustment`, nicht durch Überschreiben\n- CoinGecko-Suche mit manueller Auswahl bei Mehrdeutigkeit; Symbol allein nie automatisch eindeutig behandeln\n\nProduktiver Initial-Snapshot für das sichere Subset ist damit abgeschlossen.",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Erledigt, Sir. Der **produktive Initial-Snapshot-Import für das sichere Subset** wurde durchgeführt — ohne echte Mengen/Werte im Chat und ohne echte Daten im Git-Repository.\n\n## Import-Status\n\n- Import durchgeführt: **ja**\n- Snapshot-Stichtag: **31.12.2025**\n- Produktive DB: **Runtime-Pfad außerhalb des Repos**\n- Echte XLSX: nur temporär gelesen\n- Temporäre CSVs: nur Runtime-/Temp-Kontext, anschließend entfernt\n- Legacy-CHF-Werte K–Q: **ignoriert**\n- Unsichere Coins: **nicht importiert**\n- Ignorierte Coins: **nicht importiert**\n- Git-Repository: **clean**\n- Git-Safety: **GIT_SAFETY_OK**\n\n## Runtime-DB\n\n- Pfad: `/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3`\n- DB liegt außerhalb des Repos: **ja**\n- Runtime-Basis liegt außerhalb des Repos: **ja**\n- Dashboard kann lokale DB lesen: **ja**\n\n## Importierte Struktur, aggregiert\n\n- Importierte / vorhandene Wallets: **8**\n- Safe-Subset Crypto Assets vorhanden: **19**\n- Safe-Subset Holdings vorhanden: **25**\n- Wallets mit Safe-Subset-Holdings: **5**\n- Import-Session für Holdings: **committed**\n- Holdings-Import-Fehler: **0**\n- Audit-Log erstellt: **ja**\n- Crypto-Audit-Einträge vorhanden: **52**\n- Data-Quality-Alerts: **0**\n\nHinweis zur Import-Session-Zählung: Während des ersten produktiven Laufs gab es einen technischen Schema-/Importer-Konflikt nach bereits begonnenem Schreiben. Ich habe danach kontrolliert fortgesetzt und nur fehlende Holdings ergänzt. Ergebnis in der DB ist vollständig für das sichere Subset: **25 Safe-Subset-Holdings vorhanden**, keine doppelten Nachimporte für bereits vorhandene Zeilen. Nicht elegant, aber sauber nachkontrolliert — Finanzsysteme lieben bekanntlich kleine Charaktertests.\n\n## Import-Sessions\n\n- Wallet-Import-Session: **committed**\n- Holdings-Import-Session: **committed**\n- Letzte Holdings-Session:\n - Status: **committed**\n - Fehler: **0**\n - Bestand nach Nachkontrolle vollständig für das sichere Subset\n\n## Importierte Coin-Labels\n\nImportiert bzw. in der Runtime-DB vorhanden:\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\nBestätigte Mappings wurden angewendet:\n\n- Swissborg → BORG / `swissborg`\n- Tether USD → USDT / `tether`\n- Swissborg Wallet → SwissBorg\n- Metamask → MetaMask\n- Yoloi Wallet → Yoroi Wallet\n\n## Weiterhin ausgelassen\n\nExplizit ignoriert:\n\n- NIGHT\n- S Sonic\n\nManuelle Nacharbeit / später im Dashboard ergänzen:\n\n- ADA Cardano\n- Amp\n- Avalanche AVAX\n- Bitcoin BTC\n- Chainlink\n- DOGE\n- Decentraland MANA\n- Ethereum ETH\n- HIGH Highstreet\n- IOTA IOT\n- LUNA Terra\n- LUNC Terra Classic\n- NETVR\n- NuCypher NU\n- Ox ZRX\n- Polygon MATIC\n- Ripple XRP\n- SAND The Sandbox\n- SAROS\n- SKY\n- SOL Solana\n- Sundae\n- USTC Terra Classic\n\n## Git-/Safety-Nachkontrolle\n\n- Git Status: **clean**\n- Git-Safety Ergebnis: **GIT_SAFETY_OK**\n- Keine echten CSVs/XLSX/Reports/SQLite-Dateien ins Repo geschrieben.\n- Keine echten Mengen/Werte ausgegeben.\n\n## Nächster UI-Ausbauschritt vorgemerkt\n\nFür das Dashboard sollte als nächstes ein Modul für manuelle Crypto-Korrekturen gebaut werden:\n\n- Coin hinzufügen mit CoinGecko-Suche, Wallet-Auswahl, Menge, Datum, Notiz, Bestätigung, Audit-Log\n- Coin entfernen nur als Transaktion/Korrektur, nicht als stilles Löschen\n- Coin bearbeiten nur via `manual_adjustment`, nicht durch Überschreiben\n- CoinGecko-Suche mit manueller Auswahl bei Mehrdeutigkeit; Symbol allein nie automatisch eindeutig behandeln\n\nProduktiver Initial-Snapshot für das sichere Subset ist damit abgeschlossen."
}
],
"id": "msg_002041bba6e51fe5016a062ae57c348191974b2611d0b18483",
"phase": "final_answer"
}
],
"finish_reason": "stop"
},
{
"role": "user",
"content": "[M G] Sehr gut. Der produktive Initial-Snapshot-Import für das sichere Subset ist akzeptiert.\n\nBevor wir weiterbauen, möchte ich wegen des erwähnten Schema-/Importer-Konflikts eine kontrollierte Verifikationsrunde durchführen.\n\nBitte jetzt noch keine neuen Features bauen.\n\nBitte führe zuerst eine Konsistenzprüfung der produktiven Runtime-DB durch.\n\nPrüfpunkte:\n\n1. DB-/Runtime-Safety\n\n* Runtime-DB liegt außerhalb des Git-Repos\n* Git Status ist clean\n* Git-Safety ist GIT_SAFETY_OK\n* keine echten CSV/XLSX/Reports/DB-Dateien im Repo\n\n2. Import-Konsistenz\n Bitte prüfen, aber keine echten Mengen/Werte im Chat ausgeben:\n\n* Anzahl Wallets\n* Anzahl Crypto Assets\n* Anzahl Holdings\n* Anzahl Holdings pro sicherem Coin nur als Count\n* keine doppelten Holdings für gleiche Kombination aus asset_id + wallet_id\n* keine negativen Holdings\n* keine Holdings mit leerer Menge\n* keine Holdings ohne Wallet\n* keine Holdings ohne Asset\n* keine importierten Holdings für ignorierte Coins NIGHT und S Sonic\n* keine importierten Holdings für unsichere Coins\n* Snapshot-Stichtag überall korrekt als 31.12.2025 markiert\n* Legacy-CHF-Werte wurden nicht übernommen\n* CoinGecko-IDs für importierte Assets vorhanden\n\n3. Audit- und Import-Session-Konsistenz\n Bitte prüfen:\n\n* Import-Session für Wallets vorhanden\n* Import-Session für Holdings vorhanden\n* Import-Session-Status committed\n* Audit-Log-Einträge vorhanden\n* jede importierte Holding hat nachvollziehbare Import-/Audit-Spur\n* keine halbfertigen Import-Sessions mit Status started/failed/partial, außer sie sind klar als technische Zwischenfälle dokumentiert\n\n4. Dashboard-Test mit echten Daten\n Bitte lokal prüfen:\n\n* Dashboard kann Runtime-DB lesen\n* Crypto-Seite zeigt importierte Wallets/Holdings\n* keine Live-API beim Laden\n* keine echten Mengen/Werte im Chat ausgeben\n* nur aggregiert berichten, ob Anzeige funktioniert\n\n5. Crypto-Bestandsreport mit echten Daten\n Bitte einen echten Crypto-Bestandsreport lokal im Runtime-Reports-Ordner erzeugen.\n\nWichtig:\n\n* Report darf nicht ins Git-Repo\n* keine echten Mengen/Werte im Chat\n* Git-Safety danach erneut prüfen\n* Bitte nur berichten:\n\n * Report erzeugt: ja/nein\n * Format: PDF oder HTML-Fallback\n * Speicherort: Runtime-Reports-Ordner\n * Data-Quality-Status\n * Anzahl Coins im Report\n * Anzahl Wallets im Report\n * ob fehlende/ausgelassene Coins im Report nicht enthalten sind\n\n6. Ergebnisbericht\n Bitte danach kompakt berichten:\n\n* Konsistenzprüfung bestanden: ja/nein\n* Anzahl Wallets\n* Anzahl Assets\n* Anzahl Holdings\n* Anzahl Probleme/Warnings\n* Dashboard liest echte Runtime-DB: ja/nein\n* Crypto-Report erzeugt: ja/nein\n* Report-Format\n* Git-Safety Ergebnis\n* Git Status\n* offene Risiken\n* ob aus deiner Sicht der nächste Schritt „manuelle Crypto-Ergänzungs-UI“ vertretbar ist\n\nBitte weiterhin keine echten Mengen, Werte oder Wallet-Adressen in die Antwort schreiben."
},
{
"role": "assistant",
"content": "",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|from decimal import Decimal, InvalidOperation, ROUND_HALF_UP\\n 5|from pathlib import Path\\n 6|from sqlite3 import Connection\\n 7|\\n 8|from jarvis_finance.config.settings import Settings\\n 9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n 10|from jarvis_finance.ledger.cash import calculate_cash_balances\\n 11|from jarvis_finance.ledger.positions import calculate_positions\\n 12|\\n 13|MONEY = Decimal(\\\"0.01\\\")\\n 14|\\n 15|\\n 16|def d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 17| if value is None or str(value).strip() == \\\"\\\":\\n 18| return Decimal(default)\\n 19| try:\\n 20| return Decimal(str(value))\\n 21| except InvalidOperation:\\n 22| return Decimal(default)\\n 23|\\n 24|\\n 25|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:\\n 26| if value is None:\\n 27| return \\\"\\\"\\n 28| value = d(value)\\n 29| if places:\\n 30| value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n 31| return format(value, \\\"f\\\")\\n 32|\\n 33|\\n 34|def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n 35| if value is None:\\n 36| return f\\\"n/a {currency}\\\"\\n 37| return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n 38|\\n 39|\\n 40|def rowdicts(rows) -> list[dict[str, str]]:\\n 41| return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n 42|\\n 43|\\n 44|def db_exists(path: str | Path) -> bool:\\n 45| return Path(path).expanduser().exists()\\n 46|\\n 47|\\n 48|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n 49| try:\\n 50| settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n 51| return False\\n 52| except ValueError:\\n 53| return True\\n 54|\\n 55|\\n 56|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\") -> dict[str, str] | None:\\n 57| row = conn.execute(\\n 58| \\\"\\\"\\\"\\n 59| SELECT price, price_currency, fetched_at, quality_status, provider\\n 60| FROM crypto_prices\\n 61| WHERE asset_id=? AND price_currency=?\\n 62| ORDER BY fetched_at DESC LIMIT 1\\n 63| \\\"\\\"\\\",\\n 64| (asset_id, currency.upper()),\\n 65| ).fetchone()\\n 66| return dict(row) if row else None\\n 67|\\n 68|\\n 69|def get_crypto_overview(conn: Connection) -> list[dict[str, str]]:\\n 70| holdings = calculate_crypto_holdings(conn)\\n 71| rows: list[dict[str, str]] = []\\n 72| for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n 73| qty = holding.quantity\\n 74| asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 75| if not asset:\\n 76| continue\\n 77| price = latest_crypto_price(conn, asset_id, \\\"CHF\\\")\\n 78| price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n 79| value = qty * price_dec if price_dec is not None else None\\n 80| rows.append({\\n 81| \\\"asset_id\\\": asset_id,\\n 82| \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n 83| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 84| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n 85| \\\"quantity\\\": dec_text(qty),\\n 86| \\\"latest_price_chf\\\": dec_text(price_dec, \\\"0.01\\\") if price_dec is not None else \\\"\\\",\\n 87| \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n 88| \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n 89| \\\"fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n 90| })\\n 91| return rows\\n 92|\\n 93|\\n 94|def get_crypto_by_wallet(conn: Connection) -> list[dict[str, str]]:\\n 95| holdings = calculate_crypto_holdings(conn)\\n 96| rows: list[dict[str, str]] = []\\n 97| for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n 98| wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 99| asset = conn.execute(\\\"SELECT coin_name, symbol, coingecko_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 100| price = latest_crypto_price(conn, asset_id, \\\"CHF\\\")\\n 101| price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n 102| value = holding.quantity * price_dec if price_dec is not None else None\\n 103| rows.append({\\n 104| \\\"wallet_id\\\": wallet_id,\\n 105| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n 106| \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n 107| \\\"provider\\\": wallet[\\\"platform_provider\\\"] if wallet else \\\"\\\",\\n 108| \\\"coin_name\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n 109| \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n 110| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] if asset else \\\"\\\",\\n 111| \\\"quantity\\\": dec_text(holding.quantity),\\n 112| \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n 113| \\\"verification_status\\\": holding.verification_status,\\n 114| \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n 115| })\\n 116| return rows\\n 117|\\n 118|\\n 119|def get_wallets(conn: Connection) -> list[dict[str, str]]:\\n 120| return rowdicts(conn.execute(\\n 121| \\\"\\\"\\\"\\n 122| SELECT wallet_id, wallet_name, wallet_type, platform_provider AS provider,\\n 123| network_chain, last_verified_at, is_active, notes\\n 124| FROM crypto_wallets ORDER BY wallet_name\\n 125| \\\"\\\"\\\"\\n 126| ).fetchall())\\n 127|\\n 128|\\n 129|def get_latest_crypto_transactions(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n 130| return rowdicts(conn.execute(\\n 131| \\\"\\\"\\\"\\n 132| SELECT ct.transaction_datetime, ct.transaction_type, ca.symbol, ct.quantity, ct.fee_quantity,\\n 133| fw.wallet_name AS from_wallet, tw.wallet_name AS to_wallet, ct.currency_original,\\n 134| ct.amount_chf, ct.confirmation_status, ct.source\\n 135| FROM crypto_transactions ct\\n 136| LEFT JOIN crypto_assets ca ON ca.asset_id=ct.asset_id\\n 137| LEFT JOIN crypto_wallets fw ON fw.wallet_id=ct.from_wallet_id\\n 138| LEFT JOIN crypto_wallets tw ON tw.wallet_id=ct.to_wallet_id\\n 139| ORDER BY ct.transaction_datetime DESC, ct.created_at DESC LIMIT ?\\n 140| \\\"\\\"\\\", (limit,)\\n 141| ).fetchall())\\n 142|\\n 143|\\n 144|def get_platform_overview(conn: Connection) -> list[dict[str, str]]:\\n 145| return rowdicts(conn.execute(\\n 146| \\\"\\\"\\\"\\n 147| SELECT p.name AS platform, p.platform_type, a.account_name, a.account_type, a.currency,\\n 148| a.performance_included, a.is_active\\n 149| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 150| ORDER BY p.name, a.account_name\\n 151| \\\"\\\"\\\"\\n 152| ).fetchall())\\n 153|\\n 154|\\n 155|def get_cash_overview(conn: Connection) -> list[dict[str, str]]:\\n 156| result = calculate_cash_balances(conn)\\n 157| rows: list[dict[str, str]] = []\\n 158| for (account_id, currency), bal in sorted(result.balances.items()):\\n 159| row = conn.execute(\\n 160| \\\"SELECT a.account_name, p.name AS platform FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id WHERE a.account_id=?\\\",\\n 161| (account_id,),\\n 162| ).fetchone()\\n 163| rows.append({\\n 164| \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n 165| \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n 166| \\\"currency\\\": currency,\\n 167| \\\"amount_original\\\": dec_text(bal.amount_original, \\\"0.01\\\"),\\n 168| \\\"amount_chf\\\": dec_text(bal.amount_chf, \\\"0.01\\\") if bal.amount_chf is not None else \\\"\\\",\\n 169| \\\"quality_status\\\": bal.quality_status,\\n 170| })\\n 171| return rows\\n 172|\\n 173|\\n 174|def get_positions(conn: Connection) -> list[dict[str, str]]:\\n 175| result = calculate_positions(conn)\\n 176| rows: list[dict[str, str]] = []\\n 177| for (account_id, instrument_id), pos in sorted(result.positions.items()):\\n 178| row = conn.execute(\\n 179| \\\"\\\"\\\"\\n 180| SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency\\n 181| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 182| JOIN instruments i ON i.instrument_id=? WHERE a.account_id=?\\n 183| \\\"\\\"\\\",\\n 184| (instrument_id, account_id),\\n 185| ).fetchone()\\n 186| rows.append({\\n 187| \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n 188| \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n 189| \\\"asset_class\\\": row[\\\"asset_class\\\"] if row else \\\"\\\",\\n 190| \\\"name\\\": row[\\\"name\\\"] if row else instrument_id,\\n 191| \\\"ticker\\\": row[\\\"ticker\\\"] if row else \\\"\\\",\\n 192| \\\"isin\\\": row[\\\"isin\\\"] if row else \\\"\\\",\\n 193| \\\"quantity\\\": dec_text(pos.quantity),\\n 194| \\\"cost_basis_chf\\\": dec_text(pos.cost_basis_chf, \\\"0.01\\\"),\\n 195| \\\"market_value_chf\\\": dec_text(pos.market_value_chf, \\\"0.01\\\") if pos.market_value_chf is not None else \\\"\\\",\\n 196| \\\"total_return_chf\\\": dec_text(pos.total_return_chf, \\\"0.01\\\") if pos.total_return_chf is not None else \\\"\\\",\\n 197| \\\"data_quality_status\\\": pos.data_quality_status,\\n 198| })\\n 199| return rows\\n 200|\\n 201|\\n 202|def get_ledger_transactions(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n 203| return rowdicts(conn.execute(\\n 204| \\\"\\\"\\\"\\n 205| SELECT t.trade_date, p.name AS platform, a.account_name, t.transaction_type,\\n 206| i.name AS instrument, i.ticker, t.quantity, t.gross_amount_original,\\n 207| t.net_amount_original, t.currency_original, t.fx_status, t.quality_status,\\n 208| t.source_type, t.source_id\\n 209| FROM transactions t\\n 210| LEFT JOIN accounts a ON a.account_id=t.account_id\\n 211| LEFT JOIN platforms p ON p.platform_id=a.platform_id\\n 212| LEFT JOIN instruments i ON i.instrument_id=t.instrument_id\\n 213| ORDER BY t.trade_date DESC, t.created_at DESC LIMIT ?\\n 214| \\\"\\\"\\\", (limit,)\\n 215| ).fetchall())\\n 216|\\n 217|\\n 218|def get_watchlist(conn: Connection) -> list[dict[str, str]]:\\n 219| return rowdicts(conn.execute(\\\"SELECT name, asset_class, reason, status, target_entry_price, target_entry_currency, investment_case, bear_case, next_review_date FROM watchlist ORDER BY name\\\").fetchall())\\n 220|\\n 221|\", \"total_lines\": 281, \"file_size\": 12921, \"truncated\": true, \"hint\": \"Use offset=221 to continue reading (showing 1-220 of 281 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 237|def render_crypto_report_markdown(context: dict[str, Any]) -> str:\\n 238| lines = [\\n 239| f\\\"# {context['title']}\\\",\\n 240| \\\"\\\",\\n 241| f\\\"Erstellt: {context['generated_at']}\\\",\\n 242| f\\\"Basiswährung: {context['base_currency']}\\\",\\n 243| f\\\"Datenstand Preise: {context.get('price_data_as_of') or 'nicht verfügbar'}\\\",\\n 244| f\\\"Datenstand Wallet-Verifikation: {context.get('wallet_verification_as_of') or 'nicht verfügbar'}\\\",\\n 245| \\\"\\\",\\n 246| f\\\"Disclaimer: {context['disclaimer']}\\\",\\n 247| \\\"\\\",\\n 248| \\\"## Executive Summary\\\",\\n 249| f\\\"- Gesamtwert Crypto CHF: {context['summary']['total_value_chf']} CHF\\\",\\n 250| f\\\"- Anzahl Coins: {context['summary']['coin_count']}\\\",\\n 251| f\\\"- Anzahl Wallets/Plattformen: {context['summary']['wallet_count']}\\\",\\n 252| f\\\"- Datenqualitätsstatus: {context['summary']['data_quality_status']}\\\",\\n 253| \\\"\\\",\\n 254| \\\"## Coin-Übersicht\\\",\\n 255| ]\\n 256| for row in context[\\\"coins\\\"]:\\n 257| lines.append(f\\\"- {row['coin_name']} ({row['symbol']}): {row['total_quantity']} @ {row['price_chf'] or 'n/a'} CHF = {row['value_chf'] or 'n/a'} CHF; Anteil {row['portfolio_share_pct'] or 'n/a'}%; Quelle {row['price_source'] or 'n/a'}; Preiszeit {row['price_timestamp'] or 'n/a'}; Warnung {row['warning'] or '-'}\\\")\\n 258| lines.extend([\\\"\\\", \\\"## Wallet-Übersicht\\\"])\\n 259| for row in context[\\\"wallets\\\"]:\\n 260| lines.append(f\\\"- {row['wallet_name']} ({row['wallet_type']}, {row['provider'] or 'n/a'}): {row['coin_count']} Coins, {row['total_value_chf']} CHF, letzte Verifikation {row['last_verified_at'] or 'n/a'}\\\")\\n 261| lines.extend([\\\"\\\", \\\"## Detail pro Coin nach Wallet\\\"])\\n 262| for row in context[\\\"coin_wallet_details\\\"]:\\n 263| lines.append(f\\\"- {row['wallet_name']} / {row['symbol']}: Menge {row['quantity']}, Kurs {row['price_chf'] or 'n/a'}, Wert {row['value_chf'] or 'n/a'} CHF, Verifikation {row['last_verified_at'] or 'n/a'}, Notizen {row['notes'] or '-'}\\\")\\n 264| lines.extend([\\\"\\\", \\\"## Datenqualitätswarnungen\\\"])\\n 265| if context[\\\"data_quality_warnings\\\"]:\\n 266| for warning in context[\\\"data_quality_warnings\\\"]:\\n 267| lines.append(f\\\"- {warning['code']}: {warning['message']}\\\")\\n 268| else:\\n 269| lines.append(\\\"- Keine Warnungen.\\\")\\n 270| lines.append(\\\"\\\")\\n 271| return \\\"\\\\n\\\".join(lines)\\n 272|\\n 273|\\n 274|def render_crypto_report_html(context: dict[str, Any]) -> str:\\n 275| markdown = render_crypto_report_markdown(context)\\n 276| body = \\\"\\\\n\\\".join(f\\\"
{html.escape(line)}
\\\" if line else \\\"\\\" for line in markdown.splitlines())\\n 277| return \\\"Crypto-Bestandsübersicht\\\" + body + \\\"\\\"\\n 278|\\n 279|\\n 280|def _default_pdf_renderer(html_text: str, output_path: Path) -> bool:\\n 281| try:\\n 282| from weasyprint import HTML # type: ignore\\n 283| except Exception:\\n 284| return False\\n 285| HTML(string=html_text).write_pdf(str(output_path))\\n 286| return True\\n 287|\\n 288|\\n 289|def export_crypto_inventory_report(\\n 290| conn: Connection,\\n 291| *,\\n 292| settings: Settings,\\n 293| preferred_format: str = \\\"pdf\\\",\\n 294| renderer: PDFRenderer | None = _default_pdf_renderer,\\n 295|) -> dict[str, Any]:\\n 296| validate_settings(settings)\\n 297| ensure_runtime_dirs(settings)\\n 298| reports_dir = settings.runtime_paths.reports_dir.resolve()\\n 299| report_id = str(uuid.uuid4())\\n 300| context = build_crypto_report_context(conn, base_currency=settings.base_currency)\\n 301| stem = f\\\"crypto_inventory_{context['generated_at'].replace(':', '').replace('+', '_')}_{report_id[:8]}\\\"\\n 302| warnings: list[str] = []\\n 303| html_text = render_crypto_report_html(context)\\n 304| markdown_text = render_crypto_report_markdown(context)\\n 305|\\n 306| fmt = preferred_format.lower()\\n 307| if fmt == \\\"pdf\\\" and renderer is not None:\\n 308| pdf_path = reports_dir / f\\\"{stem}.pdf\\\"\\n 309| if renderer(html_text, pdf_path):\\n 310| output_path = pdf_path\\n 311| final_format = \\\"pdf\\\"\\n 312| else:\\n 313| warnings.append(\\\"PDF renderer unavailable; wrote HTML fallback.\\\")\\n 314| output_path = reports_dir / f\\\"{stem}.html\\\"\\n 315| output_path.write_text(html_text, encoding=\\\"utf-8\\\")\\n 316| final_format = \\\"html\\\"\\n 317| elif fmt == \\\"markdown\\\":\\n 318| output_path = reports_dir / f\\\"{stem}.md\\\"\\n 319| output_path.write_text(markdown_text, encoding=\\\"utf-8\\\")\\n 320| final_format = \\\"markdown\\\"\\n 321| else:\\n 322| warnings.append(\\\"PDF renderer unavailable; wrote HTML fallback.\\\" if preferred_format.lower() == \\\"pdf\\\" else \\\"Wrote HTML report.\\\")\\n 323| output_path = reports_dir / f\\\"{stem}.html\\\"\\n 324| output_path.write_text(html_text, encoding=\\\"utf-8\\\")\\n 325| final_format = \\\"html\\\"\\n 326|\\n 327| now = utc_now()\\n 328| summary_json = json.dumps(context[\\\"summary\\\"], sort_keys=True)\\n 329| conn.execute(\\n 330| \\\"\\\"\\\"\\n 331| INSERT INTO reports(\\n 332| report_id, report_type, title, generated_at, file_path, format,\\n 333| data_quality_status, summary_json, created_at\\n 334| ) VALUES (?, 'crypto_inventory', ?, ?, ?, ?, ?, ?, ?)\\n 335| \\\"\\\"\\\",\\n 336| (\\n 337| report_id,\\n 338| context[\\\"title\\\"],\\n 339| now,\\n 340| str(output_path),\\n 341| final_format,\\n 342| context[\\\"summary\\\"][\\\"data_quality_status\\\"],\\n 343| summary_json,\\n 344| now,\\n 345| ),\\n 346| )\\n 347| record_audit_event(\\n 348| conn,\\n 349| source=\\\"reports\\\",\\n 350| action=\\\"report_generated\\\",\\n 351| entity_type=\\\"report\\\",\\n 352| entity_id=report_id,\\n 353| new_values={\\\"report_type\\\": \\\"crypto_inventory\\\", \\\"file_path\\\": str(output_path), \\\"format\\\": final_format},\\n 354| confirmed=True,\\n 355| created_by=\\\"system\\\",\\n 356| )\\n 357| conn.commit()\\n 358| return {\\\"report_id\\\": report_id, \\\"file_path\\\": str(output_path), \\\"format\\\": final_format, \\\"warnings\\\": warnings, \\\"context\\\": context}\\n 359|\", \"total_lines\": 358, \"file_size\": 15819, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"todos\":[{\"id\":\"safety\",\"content\":\"Runtime-/Git-Safety und Repo-Freiheit prüfen\",\"status\":\"in_progress\"},{\"id\":\"db-consistency\",\"content\":\"Produktive Runtime-DB auf Import-, Holding-, Snapshot-, Legacy- und Mapping-Konsistenz prüfen\",\"status\":\"pending\"},{\"id\":\"audit\",\"content\":\"Audit- und Import-Session-Konsistenz prüfen\",\"status\":\"pending\"},{\"id\":\"dashboard\",\"content\":\"Dashboard-Readmodel/Crypto-Seite lokal gegen echte Runtime-DB ohne Live-API testen\",\"status\":\"pending\"},{\"id\":\"report\",\"content\":\"Crypto-Bestandsreport im Runtime-Reports-Ordner erzeugen und prüfen\",\"status\":\"pending\"},{\"id\":\"final\",\"content\":\"Aggregierten Bericht ohne echte Mengen/Werte liefern\",\"status\":\"pending\"}]}"
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"reasoning": "**Verifying report details**\n\nI think I should use a todo list to keep track of everything. I need to verify all the statements to avoid any potential issues, especially since the report contains real quantities in runtime reports. The user is asking me to generate a report without outputting values. Also, I'll need to check the dashboard test since it may not function in a browser. I should ensure there are no live API calls by possibly monkeypatching and searching through the tests.",
"reasoning_content": "**Verifying report details**\n\nI think I should use a todo list to keep track of everything. I need to verify all the statements to avoid any potential issues, especially since the report contains real quantities in runtime reports. The user is asking me to generate a report without outputting values. Also, I'll need to check the dashboard test since it may not function in a browser. I should ensure there are no live API calls by possibly monkeypatching and searching through the tests.",
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"text": "**Verifying report details**\n\nI think I should use a todo list to keep track of everything. I need to verify all the statements to avoid any potential issues, especially since the report contains real quantities in runtime reports. The user is asking me to generate a report without outputting values. Also, I'll need to check the dashboard test since it may not function in a browser. I should ensure there are no live API calls by possibly monkeypatching and searching through the tests."
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"text": "**Ensuring database consistency**\n\nI need to focus on database consistency, especially with the tricky aspect of snapshot dates, which might be stored as legacy_snapshot_date or last_verified_at. I should check the schema and the holdings function to confirm this. It’s important that I output counts instead of values to ensure unsafe assets from Coingecko aren't present in the holdings. I might also need to create an audit trace per holding using the create_initial_holding_snapshot entity for crypto_holding with the correct entity_id. I'll read the create function to clarify."
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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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"reasoning": "**Checking wallet session details**\n\nI need to explore queries for wallet sessions, particularly focusing on previous sessions that might not have failed. It seems like there was a crash before, preventing any attempts to import holdings. I should check for imported sessions and query counts. The user specifically asked for counts per safe coin, so I’ll list the counts without sensitive values. I'll ensure the output is compact and clear, including only names and counts as requested.\n**Reviewing holdings and audits**\n\nI need to ensure there are no negative quantities in my holdings output. I can use a numeric cast for decimal strings in SQLite, but I won't output any values if they are empty. I should check legacy snapshot dates and verify that the CoinGecko IDs are valid. It appears there are no imported holdings for certain labels or coins, so I’ll query them by symbols and names. Also, every imported holding must have an audit trace, so I’ll count any missing audits along the way.",
"reasoning_content": "**Checking wallet session details**\n\nI need to explore queries for wallet sessions, particularly focusing on previous sessions that might not have failed. It seems like there was a crash before, preventing any attempts to import holdings. I should check for imported sessions and query counts. The user specifically asked for counts per safe coin, so I’ll list the counts without sensitive values. I'll ensure the output is compact and clear, including only names and counts as requested.\n**Reviewing holdings and audits**\n\nI need to ensure there are no negative quantities in my holdings output. I can use a numeric cast for decimal strings in SQLite, but I won't output any values if they are empty. I should check legacy snapshot dates and verify that the CoinGecko IDs are valid. It appears there are no imported holdings for certain labels or coins, so I’ll query them by symbols and names. Also, every imported holding must have an audit trace, so I’ll count any missing audits along the way.",
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"id": "rs_002041bba6e51fe5016a062fc22cb08191b72d8a1ecf4e94d1",
"summary": [
{
"type": "summary_text",
"text": "**Checking wallet session details**\n\nI need to explore queries for wallet sessions, particularly focusing on previous sessions that might not have failed. It seems like there was a crash before, preventing any attempts to import holdings. I should check for imported sessions and query counts. The user specifically asked for counts per safe coin, so I’ll list the counts without sensitive values. I'll ensure the output is compact and clear, including only names and counts as requested."
},
{
"type": "summary_text",
"text": "**Reviewing holdings and audits**\n\nI need to ensure there are no negative quantities in my holdings output. I can use a numeric cast for decimal strings in SQLite, but I won't output any values if they are empty. I should check legacy snapshot dates and verify that the CoinGecko IDs are valid. It appears there are no imported holdings for certain labels or coins, so I’ll query them by symbols and names. Also, every imported holding must have an audit trace, so I’ll count any missing audits along the way."
}
]
}
]
},
{
"role": "tool",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from jarvis_finance.dashboard.components.tables import show_table\\n 4|from jarvis_finance.dashboard import data\\n 5|\\n 6|PAGE_TITLE = \\\"Crypto\\\"\\n 7|\\n 8|def render(st, conn) -> None:\\n 9| st.title(\\\"Crypto\\\")\\n 10| st.caption(\\\"Preise werden nur aus der lokalen DB/Cache gelesen; kein CoinGecko-Aufruf beim Rendern.\\\")\\n 11| st.subheader(\\\"Coins aggregiert\\\")\\n 12| show_table(st, data.get_crypto_overview(conn))\\n 13| st.subheader(\\\"Coins nach Wallet\\\")\\n 14| show_table(st, data.get_crypto_by_wallet(conn))\\n 15| st.subheader(\\\"Wallet-Gesamtübersicht\\\")\\n 16| show_table(st, data.get_wallets(conn))\\n 17| st.subheader(\\\"Fehlende/veraltete Preis- und CoinGecko-Hinweise\\\")\\n 18| quality_rows = [r for r in data.get_crypto_overview(conn) if not r[\\\"coingecko_id\\\"] or r[\\\"price_quality\\\"] != \\\"fresh\\\"]\\n 19| show_table(st, quality_rows)\\n 20| st.subheader(\\\"Letzte Crypto-Transaktionen\\\")\\n 21| show_table(st, data.get_latest_crypto_transactions(conn))\\n 22|\", \"total_lines\": 21, \"file_size\": 925, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_CT9DzTMbWzc75vqNpOddiuM8"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_sahTLS6bjrRB44OrVxG1bOUU",
"call_id": "call_sahTLS6bjrRB44OrVxG1bOUU",
"response_item_id": "fc_002041bba6e51fe5016a062fd14a8c81919d1920815af98acb",
"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":100,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/tables.py\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBi_ROXSD8vq0zQTXb81kw__-8qlNIcn7aQ2ToQxE7LZLg3Olu2m855Od8HC1I8bxpfDg8fqzEreZnvpx1EmW3yCNBUGKxTTZx-_3XVhg9lSsJ0va-WAfuD0BCF22suuFWMMpzTVsN9CPGrIW_gGFkNTt7pcQQRsuu5cGeecSfYeFsbnVMTuE6Bin6p2HHYuQx_7NX6JHFHwqKk8E-UatKWhVX5cEEz6n6kmKS_JDGySK92w7hPPh7yItERkDj1ln9-8l6mNSQEl05B-cgVBzkAOROUun9H-3QQemeNTCiUICUV7JLWPuLUlVGMP6KSp3hAbMlI1xtWoCRb9_h3ABOq51gugxmmSdNMiG5UqO8mogL-h1HE3D7vrep2Y7oDQFXxO3Qh6LWetsghhMO8JH3ZjmuLOOA9qv7O7cGH7BfInLyPpsteKTMcsZwb6Sxfmw-Yz90EvUy6qNJysgKia4Uks5489wHZvVuiBnf-a5e54tefGCz_UEEHJmJWWq_2lSGN3YbueqI1X3_QDeAoQnkk6y5Q1O6Orc7rlIsNG9ov71GB9TgZszUYOB6BDHbbruFzJPRgIJO_EDkjQKLyEsdJ2BeXGGEvUF9Spgl74cHxzH2eMsmxD6snL-BdjDM-xvwSt0d8Dpwn7fNWdIT6LrpcQyZLgnEVLMbuswpG0y0aUoSKYNxXoNp8EY6LDMIXWB_blxrbW2-6odh2-_-fjLQVWw6ztmT_ERmh34gcfOxsXVJUA-hQpYPW28tbTZpMMaE4HLJqonoDSe8bbAawN626zVO0NH6pB5sQ0Cu0TZIpAdtR-w9aeFd2lDL4IogUD74CFeNwNc0Jw2Jn3zFDCwcZNdws155uedPd05cv5iteTEycAraCes0Ulm0fOS9MOXFhTNcmPGXNRal8pB55yfoAvYEhAHc32Vv-1pocpokY4CX-BgXmD50qNT9_DSROkWr-qM",
"id": "rs_002041bba6e51fe5016a062fcf60508191908b6957542870b8",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|\\n 4|def show_table(st, rows: list[dict[str, str]], *, empty_message: str = \\\"Keine Daten vorhanden.\\\") -> None:\\n 5| if rows:\\n 6| st.dataframe(rows, use_container_width=True, hide_index=True)\\n 7| else:\\n 8| st.info(empty_message)\\n 9|\", \"total_lines\": 8, \"file_size\": 267, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_sahTLS6bjrRB44OrVxG1bOUU"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_L6ZlkljaFNgZ3IkgD1s0lRhL",
"call_id": "call_L6ZlkljaFNgZ3IkgD1s0lRhL",
"response_item_id": "fc_002041bba6e51fe5016a062fe054808191886c697663a3205a",
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"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nPYTHONPATH=src python - <<'PY'\\nimport json, socket\\nfrom pathlib import Path\\nfrom decimal import Decimal\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root, validate_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.dashboard import data as dash_data\\nfrom jarvis_finance.dashboard.pages import page_04_crypto\\nfrom jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n\\nsafe = {\\n 'AAVE': ('AAVE','aave'), 'BNB': ('BNB','binancecoin'), 'Band Protocol BAND': ('BAND','band-protocol'),\\n 'CAKE Pancake': ('CAKE','pancakeswap-token'), 'Celo CGLD': ('CELO','celo'), 'Compound COMP': ('COMP','compound-governance-token'),\\n 'Enjin ENJ': ('ENJ','enjincoin'), 'FDUSD': ('FDUSD','first-digital-usd'), 'Fetch.ai FET': ('FET','fetch-ai'),\\n 'Flare FLR': ('FLR','flare-networks'), 'HBAR': ('HBAR','hedera-hashgraph'), 'LL Light Link': ('LL','lightlink'),\\n 'Stellar Lumens XLM': ('XLM','stellar'), 'Swissborg': ('BORG','swissborg'), 'Tether USD': ('USDT','tether'),\\n 'The Graph GRT': ('GRT','the-graph'), 'VTHO': ('VTHO','vethor-token'), 'VeChain VET': ('VET','vechain'),\\n 'Wilder World WILD': ('WILD','wilder-world')\\n}\\nignored_terms=['NIGHT','S Sonic','Sonic']\\nunsafe_terms=['ADA','Cardano','Amp','AVAX','Avalanche','Bitcoin','BTC','Chainlink','DOGE','Decentraland','MANA','Ethereum','ETH','HIGH','Highstreet','IOTA','LUNA','LUNC','NETVR','NuCypher','ZRX','Polygon','MATIC','POL','Ripple','XRP','SAND','Sandbox','SAROS','SKY','SOL','Solana','Sundae','USTC']\\nsettings=load_settings(); validate_settings(settings)\\nrepo=find_repo_root().resolve(); db=settings.db_path.resolve(); reports_dir=settings.runtime_paths.reports_dir.resolve(); runtime=settings.runtime_paths.base_dir.resolve()\\nconn=connect(db)\\nph=','.join('?' for _ in [v[1] for v in safe.values()])\\nsafe_cg=[v[1] for v in safe.values()]\\n# Core counts\\nwallets=conn.execute('SELECT COUNT(*) AS n FROM crypto_wallets').fetchone()['n']\\nassets=conn.execute('SELECT COUNT(*) AS n FROM crypto_assets').fetchone()['n']\\nholdings=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings').fetchone()['n']\\nsafe_assets=conn.execute(f'SELECT COUNT(DISTINCT coingecko_id) AS n FROM crypto_assets WHERE coingecko_id IN ({ph})', safe_cg).fetchone()['n']\\nsafe_holdings=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE a.coingecko_id IN ({ph})', safe_cg).fetchone()['n']\\n# per coin count only\\nper_coin=[]\\nfor label,(sym,cg) in safe.items():\\n n=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE a.coingecko_id=?',(cg,)).fetchone()['n']\\n per_coin.append({'label':label,'holding_count':n})\\n# Invariants\\nproblems={}\\nproblems['duplicate_asset_wallet_holdings']=conn.execute('SELECT COUNT(*) AS n FROM (SELECT asset_id,wallet_id,COUNT(*) c FROM crypto_holdings GROUP BY asset_id,wallet_id HAVING c>1)').fetchone()['n']\\nproblems['negative_holdings']=conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings WHERE quantity IS NOT NULL AND trim(quantity)<>'' AND CAST(quantity AS NUMERIC)<0\\\").fetchone()['n']\\nproblems['empty_quantity_holdings']=conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings WHERE quantity IS NULL OR trim(quantity)='' \\\").fetchone()['n']\\nproblems['holdings_without_wallet']=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings h LEFT JOIN crypto_wallets w ON w.wallet_id=h.wallet_id WHERE w.wallet_id IS NULL').fetchone()['n']\\nproblems['holdings_without_asset']=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings h LEFT JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE a.asset_id IS NULL').fetchone()['n']\\nproblems['holdings_missing_coingecko_id']=conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE a.coingecko_id IS NULL OR trim(a.coingecko_id)='' \\\").fetchone()['n']\\nproblems['snapshot_date_mismatch']=conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings WHERE acquisition_source='initial_snapshot' AND (legacy_snapshot_date<>? OR last_verified_at<>?)\\\",('2025-12-31','2025-12-31')).fetchone()['n']\\nproblems['legacy_values_carried']=conn.execute('SELECT COUNT(*) AS n FROM crypto_holdings WHERE legacy_snapshot_value_original IS NOT NULL OR legacy_snapshot_value_chf IS NOT NULL OR legacy_snapshot_currency IS NOT NULL').fetchone()['n']\\n# ignored/unsafe imported (by asset symbol/name/cg not in safe)\\nunsafe_like_count=0\\nfor term in ignored_terms+unsafe_terms:\\n unsafe_like_count += conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE lower(a.coin_name) LIKE lower(?) OR lower(a.symbol)=lower(?) OR lower(a.coingecko_id) LIKE lower(?)\\\", (f'%{term}%', term, f'%{term}%')).fetchone()['n']\\nproblems['ignored_or_manual_review_holdings_detected_by_label_scan']=unsafe_like_count\\nproblems['non_safe_subset_holdings']=conn.execute(f'SELECT COUNT(*) AS n FROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id WHERE a.coingecko_id NOT IN ({ph})', safe_cg).fetchone()['n']\\n# Sessions and audit\\nwallet_sessions=conn.execute(\\\"SELECT COUNT(*) AS n FROM import_sessions WHERE import_type='crypto_wallets' AND status='committed'\\\").fetchone()['n']\\nholding_sessions=conn.execute(\\\"SELECT COUNT(*) AS n FROM import_sessions WHERE import_type='crypto_holdings' AND status='committed'\\\").fetchone()['n']\\nbad_sessions=conn.execute(\\\"SELECT COUNT(*) AS n FROM import_sessions WHERE status IN ('started','failed','partial')\\\").fetchone()['n']\\naudit_total=conn.execute('SELECT COUNT(*) AS n FROM audit_log').fetchone()['n']\\nholding_audit_missing=conn.execute(\\\"SELECT COUNT(*) AS n FROM crypto_holdings h LEFT JOIN audit_log a ON a.entity_type='crypto_holding' AND a.entity_id=h.crypto_holding_id AND a.action='initial_crypto_holding_snapshot' WHERE a.audit_id IS NULL\\\").fetchone()['n']\\n# Dashboard local-read test with network blocked\\nclass FakeSt:\\n def __init__(self): self.calls=[]; self.dataframe_rows=[]; self.info_count=0\\n def title(self,*a,**k): self.calls.append('title')\\n def caption(self,*a,**k): self.calls.append('caption')\\n def subheader(self,*a,**k): self.calls.append('subheader')\\n def dataframe(self, rows, **kwargs): self.calls.append('dataframe'); self.dataframe_rows.append(len(rows))\\n def info(self,*a,**k): self.calls.append('info'); self.info_count += 1\\nfake=FakeSt()\\norig_socket=socket.socket\\ndef blocked_socket(*args, **kwargs):\\n raise RuntimeError('network disabled during dashboard render')\\nsocket.socket=blocked_socket\\ntry:\\n crypto_overview=dash_data.get_crypto_overview(conn)\\n crypto_by_wallet=dash_data.get_crypto_by_wallet(conn)\\n wallet_rows=dash_data.get_wallets(conn)\\n page_04_crypto.render(fake, conn)\\n dashboard_ok=len(crypto_overview)>0 and len(crypto_by_wallet)>0 and len(wallet_rows)>0 and 'dataframe' in fake.calls\\n dashboard_live_api=False\\nfinally:\\n socket.socket=orig_socket\\n# Report generation under runtime reports dir only. Do not print file path filename/content.\\npre_reports=conn.execute(\\\"SELECT COUNT(*) AS n FROM reports WHERE report_type='crypto_inventory'\\\").fetchone()['n']\\nreport_result=export_crypto_inventory_report(conn, settings=settings, preferred_format='pdf')\\npost_reports=conn.execute(\\\"SELECT COUNT(*) AS n FROM reports WHERE report_type='crypto_inventory'\\\").fetchone()['n']\\nreport_path=Path(report_result['file_path']).resolve()\\ncontext=report_result['context']\\nreport_coin_labels={row['symbol'] for row in context['coins']} | {row['coin_name'] for row in context['coins']} | {str(row.get('coingecko_id','')) for row in context['coins']}\\nexcluded_in_report=[]\\nfor term in ignored_terms+unsafe_terms:\\n for item in report_coin_labels:\\n if term.lower() in item.lower():\\n excluded_in_report.append(term); break\\nsummary={\\n 'runtime_db_path': str(db),\\n 'runtime_db_outside_repo': not str(db).startswith(str(repo)),\\n 'reports_dir': str(reports_dir),\\n 'reports_dir_outside_repo': not str(reports_dir).startswith(str(repo)),\\n 'wallets': wallets,\\n 'assets': assets,\\n 'holdings': holdings,\\n 'safe_assets': safe_assets,\\n 'safe_holdings': safe_holdings,\\n 'holdings_per_safe_coin_count': per_coin,\\n 'problems': problems,\\n 'problems_total': sum(problems.values()) + bad_sessions + holding_audit_missing,\\n 'wallet_import_session_present': wallet_sessions>0,\\n 'holdings_import_session_present': holding_sessions>0,\\n 'committed_wallet_sessions': wallet_sessions,\\n 'committed_holding_sessions': holding_sessions,\\n 'bad_import_sessions_count': bad_sessions,\\n 'audit_log_entries_present': audit_total>0,\\n 'holding_audit_missing_count': holding_audit_missing,\\n 'dashboard_reads_runtime_db': dashboard_ok,\\n 'dashboard_live_api_on_render': dashboard_live_api,\\n 'dashboard_crypto_rows': {'coin_rows': len(crypto_overview), 'wallet_holding_rows': len(crypto_by_wallet), 'wallet_rows': len(wallet_rows)},\\n 'report_generated': report_path.exists() and post_reports==pre_reports+1,\\n 'report_format': report_result['format'],\\n 'report_in_runtime_reports_dir': str(report_path).startswith(str(reports_dir)),\\n 'report_data_quality_status': context['summary']['data_quality_status'],\\n 'report_coin_count': context['summary']['coin_count'],\\n 'report_wallet_count': context['summary']['wallet_count'],\\n 'report_excluded_or_manual_coins_present_count': len(set(excluded_in_report)),\\n 'report_warning_count': len(context['data_quality_warnings']) + len(report_result.get('warnings', [])),\\n}\\nconn.close()\\nprint(json.dumps(summary, ensure_ascii=False, indent=2))\\nPY\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -prune -exec rm -rf {} +\\nPOST_SAFETY=$(PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .)\\nPOST_GIT_STATUS=$(git status --short)\\nprintf '\\\\n---POST_GIT_STATUS---\\\\n%s\\\\n' \\\"$POST_GIT_STATUS\\\"\\nprintf '\\\\n---POST_SAFETY---\\\\n%s\\\\n' \\\"$POST_SAFETY\\\"\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Generating report context**\n\nI'm focused on generating a report that will provide a file path, which could include the filename, but it doesn’t need to. The storage location is referenced as Runtime-Reports-Ordner, without specifying the exact file. I’m considering that the report should only include aggregated data without sensitive content. Also, if there are missing crypto prices, that creates warnings in the report about data quality, which is acceptable. I’ll also ensure the final report has appropriate safety checks and won't print sensitive file paths in the terminal output.\n**Creating crypto report safely**\n\nI need to be cautious while rendering the crypto report in Markdown, as it includes real quantities, but I won't print them directly. The export should deliver context with values without printing anything. There’s a potential issue with generating a PDF with WeasyPrint, so I need to decide on the output format. Additionally, I might run a safety check in Python. I can also test by monkeypatching the market provider since the latest crypto price data is local. If I choose to go this route, wrapping `requests` could be useful, ensuring we don’t rely on network access.\n**Preparing dashboard rendering**\n\nI need to set up the dashboard render process carefully. I'm using a fake collection to gather counts from the data, but I won't be printing the actual rows. Instead, I’ll implement a fake DataFrame to increment the count without displaying the values. Also, I need to ensure that the \"Crypto-Seite zeigt importierte Wallets/Holdings\" section reflects counts from data rows greater than zero. Once I have that set up, I can run the script.",
"reasoning_content": "**Generating report context**\n\nI'm focused on generating a report that will provide a file path, which could include the filename, but it doesn’t need to. The storage location is referenced as Runtime-Reports-Ordner, without specifying the exact file. I’m considering that the report should only include aggregated data without sensitive content. Also, if there are missing crypto prices, that creates warnings in the report about data quality, which is acceptable. I’ll also ensure the final report has appropriate safety checks and won't print sensitive file paths in the terminal output.\n**Creating crypto report safely**\n\nI need to be cautious while rendering the crypto report in Markdown, as it includes real quantities, but I won't print them directly. The export should deliver context with values without printing anything. There’s a potential issue with generating a PDF with WeasyPrint, so I need to decide on the output format. Additionally, I might run a safety check in Python. I can also test by monkeypatching the market provider since the latest crypto price data is local. If I choose to go this route, wrapping `requests` could be useful, ensuring we don’t rely on network access.\n**Preparing dashboard rendering**\n\nI need to set up the dashboard render process carefully. I'm using a fake collection to gather counts from the data, but I won't be printing the actual rows. Instead, I’ll implement a fake DataFrame to increment the count without displaying the values. Also, I need to ensure that the \"Crypto-Seite zeigt importierte Wallets/Holdings\" section reflects counts from data rows greater than zero. Once I have that set up, I can run the script.",
"codex_reasoning_items": [
{
"type": "reasoning",
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"id": "rs_002041bba6e51fe5016a062fd466448191976e4fb2a72aa45e",
"summary": [
{
"type": "summary_text",
"text": "**Generating report context**\n\nI'm focused on generating a report that will provide a file path, which could include the filename, but it doesn’t need to. The storage location is referenced as Runtime-Reports-Ordner, without specifying the exact file. I’m considering that the report should only include aggregated data without sensitive content. Also, if there are missing crypto prices, that creates warnings in the report about data quality, which is acceptable. I’ll also ensure the final report has appropriate safety checks and won't print sensitive file paths in the terminal output."
},
{
"type": "summary_text",
"text": "**Creating crypto report safely**\n\nI need to be cautious while rendering the crypto report in Markdown, as it includes real quantities, but I won't print them directly. The export should deliver context with values without printing anything. There’s a potential issue with generating a PDF with WeasyPrint, so I need to decide on the output format. Additionally, I might run a safety check in Python. I can also test by monkeypatching the market provider since the latest crypto price data is local. If I choose to go this route, wrapping `requests` could be useful, ensuring we don’t rely on network access."
},
{
"type": "summary_text",
"text": "**Preparing dashboard rendering**\n\nI need to set up the dashboard render process carefully. I'm using a fake collection to gather counts from the data, but I won't be printing the actual rows. Instead, I’ll implement a fake DataFrame to increment the count without displaying the values. Also, I need to ensure that the \"Crypto-Seite zeigt importierte Wallets/Holdings\" section reflects counts from data rows greater than zero. Once I have that set up, I can run the script."
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\n \\\"runtime_db_path\\\": \\\"/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\\\",\\n \\\"runtime_db_outside_repo\\\": true,\\n \\\"reports_dir\\\": \\\"/home/agent/jarvis_runtime/finance-system/reports\\\",\\n \\\"reports_dir_outside_repo\\\": true,\\n \\\"wallets\\\": 8,\\n \\\"assets\\\": 19,\\n \\\"holdings\\\": 25,\\n \\\"safe_assets\\\": 19,\\n \\\"safe_holdings\\\": 25,\\n \\\"holdings_per_safe_coin_count\\\": [\\n {\\n \\\"label\\\": \\\"AAVE\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"BNB\\\",\\n \\\"holding_count\\\": 2\\n },\\n {\\n \\\"label\\\": \\\"Band Protocol BAND\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"CAKE Pancake\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Celo CGLD\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Compound COMP\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Enjin ENJ\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"FDUSD\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Fetch.ai FET\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Flare FLR\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"HBAR\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"LL Light Link\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Stellar Lumens XLM\\\",\\n \\\"holding_count\\\": 2\\n },\\n {\\n \\\"label\\\": \\\"Swissborg\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"Tether USD\\\",\\n \\\"holding_count\\\": 3\\n },\\n {\\n \\\"label\\\": \\\"The Graph GRT\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"VTHO\\\",\\n \\\"holding_count\\\": 1\\n },\\n {\\n \\\"label\\\": \\\"VeChain VET\\\",\\n \\\"holding_count\\\": 2\\n },\\n {\\n \\\"label\\\": \\\"Wilder World WILD\\\",\\n \\\"holding_count\\\": 2\\n }\\n ],\\n \\\"problems\\\": {\\n \\\"duplicate_asset_wallet_holdings\\\": 0,\\n \\\"negative_holdings\\\": 0,\\n \\\"empty_quantity_holdings\\\": 0,\\n \\\"holdings_without_wallet\\\": 0,\\n \\\"holdings_without_asset\\\": 0,\\n \\\"holdings_missing_coingecko_id\\\": 0,\\n \\\"snapshot_date_mismatch\\\": 0,\\n \\\"legacy_values_carried\\\": 0,\\n \\\"ignored_or_manual_review_holdings_detected_by_label_scan\\\": 4,\\n \\\"non_safe_subset_holdings\\\": 0\\n },\\n \\\"problems_total\\\": 4,\\n \\\"wallet_import_session_present\\\": true,\\n \\\"holdings_import_session_present\\\": true,\\n \\\"committed_wallet_sessions\\\": 2,\\n \\\"committed_holding_sessions\\\": 1,\\n \\\"bad_import_sessions_count\\\": 0,\\n \\\"audit_log_entries_present\\\": true,\\n \\\"holding_audit_missing_count\\\": 0,\\n \\\"dashboard_reads_runtime_db\\\": true,\\n \\\"dashboard_live_api_on_render\\\": false,\\n \\\"dashboard_crypto_rows\\\": {\\n \\\"coin_rows\\\": 19,\\n \\\"wallet_holding_rows\\\": 25,\\n \\\"wallet_rows\\\": 8\\n },\\n \\\"report_generated\\\": true,\\n \\\"report_format\\\": \\\"html\\\",\\n \\\"report_in_runtime_reports_dir\\\": true,\\n \\\"report_data_quality_status\\\": \\\"warning\\\",\\n \\\"report_coin_count\\\": 19,\\n \\\"report_wallet_count\\\": 5,\\n \\\"report_excluded_or_manual_coins_present_count\\\": 1,\\n \\\"report_warning_count\\\": 25\\n}\\n\\n---POST_GIT_STATUS---\\n\\n\\n---POST_SAFETY---\\nGIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_L6ZlkljaFNgZ3IkgD1s0lRhL"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_Ctde0uZLNQG4RvrsoUbsqRFp",
"call_id": "call_Ctde0uZLNQG4RvrsoUbsqRFp",
"response_item_id": "fc_002041bba6e51fe5016a06301bf5a081918a2a9d2bc1da6c05",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nPYTHONPATH=src python - <<'PY'\\nimport json\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\ns=load_settings(); conn=connect(s.db_path)\\nsafe_cg={'aave','band-protocol','binancecoin','pancakeswap-token','celo','compound-governance-token','enjincoin','first-digital-usd','fetch-ai','flare-networks','hedera-hashgraph','lightlink','stellar','the-graph','vechain','vethor-token','wilder-world','tether','swissborg'}\\nunsafe_symbols={'ADA','AMP','AVAX','BTC','LINK','DOGE','MANA','ETH','HIGH','IOTA','LUNA','LUNC','NETVR','NU','ZRX','MATIC','POL','XRP','SAND','SAROS','SKY','SOL','SUNDAE','USTC','NIGHT','SONIC'}\\nunsafe_cg={'cardano','amp-token','avalanche-2','bitcoin','chainlink','dogecoin','decentraland','ethereum','highstreet','iota','terra-luna','terra-luna-classic','netvrk','nucypher','0x','matic-network','polygon-ecosystem-token','ripple','the-sandbox','saros-finance','maker','solana','sundaeswap','terrausd-wormhole','terrausd','terrausd-classic'}\\n# Exact-symbol/cg check, excluding safe coingecko ids to avoid substring false positives.\\nunsafe_holdings=conn.execute(f\\\"\\\"\\\"\\nSELECT COUNT(*) AS n\\nFROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id\\nWHERE a.coingecko_id NOT IN ({','.join('?' for _ in safe_cg)})\\n OR upper(a.symbol) IN ({','.join('?' for _ in unsafe_symbols)})\\n OR lower(a.coingecko_id) IN ({','.join('?' for _ in unsafe_cg)})\\n\\\"\\\"\\\", tuple(safe_cg)+tuple(unsafe_symbols)+tuple(unsafe_cg)).fetchone()['n']\\ncontext=build_crypto_report_context(conn)\\nreport_ids=set()\\nfor row in context['coins']:\\n report_ids.add((row.get('coingecko_id') or '').lower())\\n report_ids.add((row.get('symbol') or '').upper())\\nreport_excluded_exact=len((report_ids & unsafe_cg) | (report_ids & unsafe_symbols))\\nlatest_report=dict(conn.execute(\\\"SELECT format,data_quality_status FROM reports WHERE report_type='crypto_inventory' ORDER BY created_at DESC LIMIT 1\\\").fetchone())\\nprint(json.dumps({'unsafe_or_ignored_holdings_exact_count': unsafe_holdings, 'report_excluded_or_manual_coins_exact_count': report_excluded_exact, 'latest_report': latest_report}, ensure_ascii=False, indent=2))\\nconn.close()\\nPY\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
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}
]
},
{
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"content": "{\"output\": \"\", \"exit_code\": -1, \"error\": \"Foreground command uses '&' backgrounding. Use terminal(background=true) for long-lived processes, then run health checks and tests in follow-up terminal calls.\", \"status\": \"error\"}",
"tool_call_id": "call_Ctde0uZLNQG4RvrsoUbsqRFp"
},
{
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"content": "",
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{
"id": "call_wY8Rkm2GwE9Q2ZQfM3aQaTNp",
"call_id": "call_wY8Rkm2GwE9Q2ZQfM3aQaTNp",
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"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\nPYTHONPATH=src python - <<'PY'\\nimport json\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\ns=load_settings(); conn=connect(s.db_path)\\nsafe_cg={'aave','band-protocol','binancecoin','pancakeswap-token','celo','compound-governance-token','enjincoin','first-digital-usd','fetch-ai','flare-networks','hedera-hashgraph','lightlink','stellar','the-graph','vechain','vethor-token','wilder-world','tether','swissborg'}\\nunsafe_symbols={'ADA','AMP','AVAX','BTC','LINK','DOGE','MANA','ETH','HIGH','IOTA','LUNA','LUNC','NETVR','NU','ZRX','MATIC','POL','XRP','SAND','SAROS','SKY','SOL','SUNDAE','USTC','NIGHT','SONIC'}\\nunsafe_cg={'cardano','amp-token','avalanche-2','bitcoin','chainlink','dogecoin','decentraland','ethereum','highstreet','iota','terra-luna','terra-luna-classic','netvrk','nucypher','0x','matic-network','polygon-ecosystem-token','ripple','the-sandbox','saros-finance','maker','solana','sundaeswap','terrausd-wormhole','terrausd','terrausd-classic'}\\nq=f\\\"\\\"\\\"\\nSELECT COUNT(*) AS n\\nFROM crypto_holdings h JOIN crypto_assets a ON a.asset_id=h.asset_id\\nWHERE a.coingecko_id NOT IN ({','.join('?' for _ in safe_cg)})\\n OR upper(a.symbol) IN ({','.join('?' for _ in unsafe_symbols)})\\n OR lower(a.coingecko_id) IN ({','.join('?' for _ in unsafe_cg)})\\n\\\"\\\"\\\"\\nunsafe_holdings=conn.execute(q, tuple(safe_cg)+tuple(unsafe_symbols)+tuple(unsafe_cg)).fetchone()['n']\\ncontext=build_crypto_report_context(conn)\\nreport_ids=set()\\nfor row in context['coins']:\\n report_ids.add((row.get('coingecko_id') or '').lower())\\n report_ids.add((row.get('symbol') or '').upper())\\nreport_excluded_exact=len(report_ids.intersection(unsafe_cg).union(report_ids.intersection(unsafe_symbols)))\\nlatest_report=dict(conn.execute(\\\"SELECT format,data_quality_status FROM reports WHERE report_type='crypto_inventory' ORDER BY created_at DESC LIMIT 1\\\").fetchone())\\nprint(json.dumps({'unsafe_or_ignored_holdings_exact_count': unsafe_holdings, 'report_excluded_or_manual_coins_exact_count': report_excluded_exact, 'latest_report': latest_report}, ensure_ascii=False, indent=2))\\nconn.close()\\nPY\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Troubleshooting string errors**\n\nIt seems the tool is rejecting my input because it contains an \"&\" character in some set operations. I'm thinking this might be causing issues with how Python handles strings in the background. I need to find a way to avoid using the \"&\" character in my code. Let me consider alternatives that won't lead to these errors and ensure everything runs smoothly. I'll revise my approach and try again!",
"reasoning_content": "**Troubleshooting string errors**\n\nIt seems the tool is rejecting my input because it contains an \"&\" character in some set operations. I'm thinking this might be causing issues with how Python handles strings in the background. I need to find a way to avoid using the \"&\" character in my code. Let me consider alternatives that won't lead to these errors and ensure everything runs smoothly. I'll revise my approach and try again!",
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"id": "rs_002041bba6e51fe5016a06302b403081919d928cb6cf916c6d",
"summary": [
{
"type": "summary_text",
"text": "**Troubleshooting string errors**\n\nIt seems the tool is rejecting my input because it contains an \"&\" character in some set operations. I'm thinking this might be causing issues with how Python handles strings in the background. I need to find a way to avoid using the \"&\" character in my code. Let me consider alternatives that won't lead to these errors and ensure everything runs smoothly. I'll revise my approach and try again!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"{\\n \\\"unsafe_or_ignored_holdings_exact_count\\\": 0,\\n \\\"report_excluded_or_manual_coins_exact_count\\\": 0,\\n \\\"latest_report\\\": {\\n \\\"format\\\": \\\"html\\\",\\n \\\"data_quality_status\\\": \\\"warning\\\"\\n }\\n}\\nGIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_wY8Rkm2GwE9Q2ZQfM3aQaTNp"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_kw1niXTk3W0usHqpegtyB61V",
"call_id": "call_kw1niXTk3W0usHqpegtyB61V",
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Produktive Runtime-DB auf Import-, Holding-, Snapshot-, Legacy- und Mapping-Konsistenz prüfen\",\"id\":\"db-consistency\",\"status\":\"completed\"},{\"content\":\"Audit- und Import-Session-Konsistenz prüfen\",\"id\":\"audit\",\"status\":\"completed\"},{\"content\":\"Dashboard-Readmodel/Crypto-Seite lokal gegen echte Runtime-DB ohne Live-API testen\",\"id\":\"dashboard\",\"status\":\"completed\"},{\"content\":\"Crypto-Bestandsreport im Runtime-Reports-Ordner erzeugen und prüfen\",\"id\":\"report\",\"status\":\"completed\"},{\"content\":\"Aggregierten Bericht ohne echte Mengen/Werte liefern\",\"id\":\"final\",\"status\":\"in_progress\"}]}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Updating git status**\n\nI notice that the git status is returning only a \"GIT_SAFETY_OK\" message without any additional output. That's a little puzzling since I expected more information. It seems like I might need to address this to ensure everything is working as it should. I’ll make a note to update my tasks accordingly. It's important to keep track of these details!",
"reasoning_content": "**Updating git status**\n\nI notice that the git status is returning only a \"GIT_SAFETY_OK\" message without any additional output. That's a little puzzling since I expected more information. It seems like I might need to address this to ensure everything is working as it should. I’ll make a note to update my tasks accordingly. It's important to keep track of these details!",
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"id": "rs_002041bba6e51fe5016a06303ee4b881919091bc7ed26ea26e",
"summary": [
{
"type": "summary_text",
"text": "**Updating git status**\n\nI notice that the git status is returning only a \"GIT_SAFETY_OK\" message without any additional output. That's a little puzzling since I expected more information. It seems like I might need to address this to ensure everything is working as it should. I’ll make a note to update my tasks accordingly. It's important to keep track of these details!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"todos\": [{\"id\": \"safety\", \"content\": \"Runtime-/Git-Safety und Repo-Freiheit prüfen\", \"status\": \"completed\"}, {\"id\": \"db-consistency\", \"content\": \"Produktive Runtime-DB auf Import-, Holding-, Snapshot-, Legacy- und Mapping-Konsistenz prüfen\", \"status\": \"completed\"}, {\"id\": \"audit\", \"content\": \"Audit- und Import-Session-Konsistenz prüfen\", \"status\": \"completed\"}, {\"id\": \"dashboard\", \"content\": \"Dashboard-Readmodel/Crypto-Seite lokal gegen echte Runtime-DB ohne Live-API testen\", \"status\": \"completed\"}, {\"id\": \"report\", \"content\": \"Crypto-Bestandsreport im Runtime-Reports-Ordner erzeugen und prüfen\", \"status\": \"completed\"}, {\"id\": \"final\", \"content\": \"Aggregierten Bericht ohne echte Mengen/Werte liefern\", \"status\": \"in_progress\"}], \"summary\": {\"total\": 6, \"pending\": 0, \"in_progress\": 1, \"completed\": 5, \"cancelled\": 0}}",
"tool_call_id": "call_kw1niXTk3W0usHqpegtyB61V"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
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"type": "function",
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Aggregierten Bericht ohne echte Mengen/Werte liefern\",\"id\":\"final\",\"status\":\"completed\"}]}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
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"role": "tool",
"content": "{\"todos\": [{\"id\": \"safety\", \"content\": \"Runtime-/Git-Safety und Repo-Freiheit prüfen\", \"status\": \"completed\"}, {\"id\": \"db-consistency\", \"content\": \"Produktive Runtime-DB auf Import-, Holding-, Snapshot-, Legacy- und Mapping-Konsistenz prüfen\", \"status\": \"completed\"}, {\"id\": \"audit\", \"content\": \"Audit- und Import-Session-Konsistenz prüfen\", \"status\": \"completed\"}, {\"id\": \"dashboard\", \"content\": \"Dashboard-Readmodel/Crypto-Seite lokal gegen echte Runtime-DB ohne Live-API testen\", \"status\": \"completed\"}, {\"id\": \"report\", \"content\": \"Crypto-Bestandsreport im Runtime-Reports-Ordner erzeugen und prüfen\", \"status\": \"completed\"}, {\"id\": \"final\", \"content\": \"Aggregierten Bericht ohne echte Mengen/Werte liefern\", \"status\": \"completed\"}], \"summary\": {\"total\": 6, \"pending\": 0, \"in_progress\": 0, \"completed\": 6, \"cancelled\": 0}}",
"tool_call_id": "call_eju8xmZeLhU6HKs90f33ybLM"
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"role": "assistant",
"content": "Kontrollierte Verifikationsrunde abgeschlossen, Sir. \nKeine echten Mengen, Werte oder Wallet-Adressen werden ausgegeben.\n\n## Ergebnis\n\n- Konsistenzprüfung bestanden: **ja**\n- Runtime-DB außerhalb Git-Repo: **ja**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status: **clean**\n- Keine echten CSV/XLSX/Reports/DB-Dateien im Repo gefunden: **ja**\n\n## Runtime-DB\n\n- Runtime-DB: `/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3`\n- Reports-Ordner: `/home/agent/jarvis_runtime/finance-system/reports`\n- Beide Pfade liegen außerhalb des Repos: **ja**\n\n## Import-Konsistenz\n\n- Anzahl Wallets: **8**\n- Anzahl Crypto Assets: **19**\n- Anzahl Holdings: **25**\n- Safe-Subset Assets: **19**\n- Safe-Subset Holdings: **25**\n\nPrüfungen:\n\n- Doppelte Holdings für gleiche `asset_id + wallet_id`: **0**\n- Negative Holdings: **0**\n- Holdings mit leerer Menge: **0**\n- Holdings ohne Wallet: **0**\n- Holdings ohne Asset: **0**\n- Holdings ohne CoinGecko-ID: **0**\n- Snapshot-Stichtag überall korrekt als `31.12.2025` / intern `2025-12-31`: **ja**\n- Legacy-CHF-/Altwerte übernommen: **nein**\n- Holdings für NIGHT / S Sonic: **0**\n- Holdings für unsichere/manuelle Coins: **0**\n- Holdings außerhalb des sicheren Subsets: **0**\n\n## Holdings pro sicherem Coin — nur Counts\n\n- AAVE: 1\n- BNB: 2\n- Band Protocol BAND: 1\n- CAKE Pancake: 1\n- Celo CGLD: 1\n- Compound COMP: 1\n- Enjin ENJ: 1\n- FDUSD: 1\n- Fetch.ai FET: 1\n- Flare FLR: 1\n- HBAR: 1\n- LL Light Link: 1\n- Stellar Lumens XLM: 2\n- Swissborg: 1\n- Tether USD: 3\n- The Graph GRT: 1\n- VTHO: 1\n- VeChain VET: 2\n- Wilder World WILD: 2\n\n## Audit- und Import-Session-Konsistenz\n\n- Wallet-Import-Session vorhanden: **ja**\n- Holdings-Import-Session vorhanden: **ja**\n- Import-Session-Status: **committed**\n- Halbfertige Sessions `started` / `failed` / `partial`: **0**\n- Audit-Log-Einträge vorhanden: **ja**\n- Jede importierte Holding hat eine Audit-Spur: **ja**\n- Holdings ohne passenden Audit-Eintrag: **0**\n\nHinweis: Es gibt zwei committed Wallet-Import-Sessions, weil der produktive Import nach dem technischen Schema-/Importer-Konflikt kontrolliert fortgesetzt wurde. Das ist konsistent: keine failed/partial Session, keine doppelten Holdings, keine offenen Zwischenstände. Etwas unschön, aber nicht korrupt — die Buchhalter-Version von „lebt noch“.\n\n## Dashboard-Test mit echter Runtime-DB\n\n- Dashboard liest echte Runtime-DB: **ja**\n- Crypto-Seite rendert lokale Daten: **ja**\n- Angezeigte Crypto-Coin-Zeilen: **19**\n- Angezeigte Wallet/Holding-Zeilen: **25**\n- Angezeigte Wallet-Zeilen: **8**\n- Live-API beim Laden/Rendern: **nein**\n\nDer Test wurde mit blockierten Netzwerk-Sockets während des Crypto-Page-Renders durchgeführt. Die Seite verwendet lokale SQLite-Readmodels.\n\n## Crypto-Bestandsreport\n\n- Report erzeugt: **ja**\n- Format: **HTML-Fallback**\n- Grund: PDF-Renderer nicht verfügbar bzw. nicht genutzt\n- Speicherort: **Runtime-Reports-Ordner**\n- Report liegt im Git-Repo: **nein**\n- Data-Quality-Status: **warning**\n- Anzahl Coins im Report: **19**\n- Anzahl Wallets im Report: **5**\n- Fehlende/ausgelassene Coins im Report enthalten: **nein**\n\nData-Quality-Warnings sind erwartbar, weil lokale CHF-Preisdaten noch nicht vorhanden sind und keine Live-API beim Report- oder Dashboard-Laden verwendet wird.\n\n## Probleme / Warnings\n\n- Harte Konsistenzprobleme: **0**\n- Nicht-blockierende Warnings: **25**\n - Hauptgrund: fehlende lokale Preis-/Bewertungsdaten für Report/Dashboard\n - plus HTML-Fallback statt PDF\n\n## Git-/Safety-Nachkontrolle\n\n- Git-Safety nach Report-Erzeugung: **GIT_SAFETY_OK**\n- Git Status nach Report-Erzeugung: **clean**\n- Keine Runtime-Reports ins Repo geschrieben: **bestätigt**\n\n## Offene Risiken\n\n- Lokale Crypto-Preise fehlen noch; deshalb bleibt Report-Data-Quality auf `warning`.\n- PDF-Export fällt aktuell auf HTML zurück, bis ein PDF-Renderer verfügbar ist.\n- Der erwähnte Schema-/Importer-Konflikt ist operativ bereinigt; sinnvoll wäre später eine kleine explizite Migration/Regression-Test-Abdeckung, damit ältere Runtime-DBs nicht erneut stolpern.\n- Manuelle Ergänzungs-UI sollte strikt auditierbar bleiben: keine stillen Überschreibungen von Holdings.\n\n## Empfehlung\n\nAus meiner Sicht ist der nächste Schritt **„manuelle Crypto-Ergänzungs-UI“ vertretbar**.\n\nVoraussetzung: Die UI darf Add/Edit/Remove weiterhin nur als auditierte Transaktionen bzw. `manual_adjustment`-Events modellieren — keine direkten stillen Mutationen der Bestände.",
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"type": "message",
"role": "assistant",
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"content": [
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"type": "output_text",
"text": "Kontrollierte Verifikationsrunde abgeschlossen, Sir. \nKeine echten Mengen, Werte oder Wallet-Adressen werden ausgegeben.\n\n## Ergebnis\n\n- Konsistenzprüfung bestanden: **ja**\n- Runtime-DB außerhalb Git-Repo: **ja**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status: **clean**\n- Keine echten CSV/XLSX/Reports/DB-Dateien im Repo gefunden: **ja**\n\n## Runtime-DB\n\n- Runtime-DB: `/home/agent/jarvis_runtime/finance-system/data/finance.sqlite3`\n- Reports-Ordner: `/home/agent/jarvis_runtime/finance-system/reports`\n- Beide Pfade liegen außerhalb des Repos: **ja**\n\n## Import-Konsistenz\n\n- Anzahl Wallets: **8**\n- Anzahl Crypto Assets: **19**\n- Anzahl Holdings: **25**\n- Safe-Subset Assets: **19**\n- Safe-Subset Holdings: **25**\n\nPrüfungen:\n\n- Doppelte Holdings für gleiche `asset_id + wallet_id`: **0**\n- Negative Holdings: **0**\n- Holdings mit leerer Menge: **0**\n- Holdings ohne Wallet: **0**\n- Holdings ohne Asset: **0**\n- Holdings ohne CoinGecko-ID: **0**\n- Snapshot-Stichtag überall korrekt als `31.12.2025` / intern `2025-12-31`: **ja**\n- Legacy-CHF-/Altwerte übernommen: **nein**\n- Holdings für NIGHT / S Sonic: **0**\n- Holdings für unsichere/manuelle Coins: **0**\n- Holdings außerhalb des sicheren Subsets: **0**\n\n## Holdings pro sicherem Coin — nur Counts\n\n- AAVE: 1\n- BNB: 2\n- Band Protocol BAND: 1\n- CAKE Pancake: 1\n- Celo CGLD: 1\n- Compound COMP: 1\n- Enjin ENJ: 1\n- FDUSD: 1\n- Fetch.ai FET: 1\n- Flare FLR: 1\n- HBAR: 1\n- LL Light Link: 1\n- Stellar Lumens XLM: 2\n- Swissborg: 1\n- Tether USD: 3\n- The Graph GRT: 1\n- VTHO: 1\n- VeChain VET: 2\n- Wilder World WILD: 2\n\n## Audit- und Import-Session-Konsistenz\n\n- Wallet-Import-Session vorhanden: **ja**\n- Holdings-Import-Session vorhanden: **ja**\n- Import-Session-Status: **committed**\n- Halbfertige Sessions `started` / `failed` / `partial`: **0**\n- Audit-Log-Einträge vorhanden: **ja**\n- Jede importierte Holding hat eine Audit-Spur: **ja**\n- Holdings ohne passenden Audit-Eintrag: **0**\n\nHinweis: Es gibt zwei committed Wallet-Import-Sessions, weil der produktive Import nach dem technischen Schema-/Importer-Konflikt kontrolliert fortgesetzt wurde. Das ist konsistent: keine failed/partial Session, keine doppelten Holdings, keine offenen Zwischenstände. Etwas unschön, aber nicht korrupt — die Buchhalter-Version von „lebt noch“.\n\n## Dashboard-Test mit echter Runtime-DB\n\n- Dashboard liest echte Runtime-DB: **ja**\n- Crypto-Seite rendert lokale Daten: **ja**\n- Angezeigte Crypto-Coin-Zeilen: **19**\n- Angezeigte Wallet/Holding-Zeilen: **25**\n- Angezeigte Wallet-Zeilen: **8**\n- Live-API beim Laden/Rendern: **nein**\n\nDer Test wurde mit blockierten Netzwerk-Sockets während des Crypto-Page-Renders durchgeführt. Die Seite verwendet lokale SQLite-Readmodels.\n\n## Crypto-Bestandsreport\n\n- Report erzeugt: **ja**\n- Format: **HTML-Fallback**\n- Grund: PDF-Renderer nicht verfügbar bzw. nicht genutzt\n- Speicherort: **Runtime-Reports-Ordner**\n- Report liegt im Git-Repo: **nein**\n- Data-Quality-Status: **warning**\n- Anzahl Coins im Report: **19**\n- Anzahl Wallets im Report: **5**\n- Fehlende/ausgelassene Coins im Report enthalten: **nein**\n\nData-Quality-Warnings sind erwartbar, weil lokale CHF-Preisdaten noch nicht vorhanden sind und keine Live-API beim Report- oder Dashboard-Laden verwendet wird.\n\n## Probleme / Warnings\n\n- Harte Konsistenzprobleme: **0**\n- Nicht-blockierende Warnings: **25**\n - Hauptgrund: fehlende lokale Preis-/Bewertungsdaten für Report/Dashboard\n - plus HTML-Fallback statt PDF\n\n## Git-/Safety-Nachkontrolle\n\n- Git-Safety nach Report-Erzeugung: **GIT_SAFETY_OK**\n- Git Status nach Report-Erzeugung: **clean**\n- Keine Runtime-Reports ins Repo geschrieben: **bestätigt**\n\n## Offene Risiken\n\n- Lokale Crypto-Preise fehlen noch; deshalb bleibt Report-Data-Quality auf `warning`.\n- PDF-Export fällt aktuell auf HTML zurück, bis ein PDF-Renderer verfügbar ist.\n- Der erwähnte Schema-/Importer-Konflikt ist operativ bereinigt; sinnvoll wäre später eine kleine explizite Migration/Regression-Test-Abdeckung, damit ältere Runtime-DBs nicht erneut stolpern.\n- Manuelle Ergänzungs-UI sollte strikt auditierbar bleiben: keine stillen Überschreibungen von Holdings.\n\n## Empfehlung\n\nAus meiner Sicht ist der nächste Schritt **„manuelle Crypto-Ergänzungs-UI“ vertretbar**.\n\nVoraussetzung: Die UI darf Add/Edit/Remove weiterhin nur als auditierte Transaktionen bzw. `manual_adjustment`-Events modellieren — keine direkten stillen Mutationen der Bestände."
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],
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"phase": "final_answer"
}
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"finish_reason": "stop"
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"content": "[M G] Sehr gut. Die Konsistenzprüfung ist akzeptiert.\n\nDer produktive Initial-Snapshot für das sichere Crypto-Subset ist damit bestätigt:\n\n* Runtime-DB außerhalb Git\n* Git-Safety sauber\n* Dashboard liest echte Runtime-DB\n* Crypto-Report wurde lokal erzeugt\n* keine echten Daten im Repo\n* keine doppelten Holdings\n* keine negativen Holdings\n* Audit- und Import-Session-Spur vorhanden\n\nBitte fahre nun mit dem nächsten MVP-Block fort:\n\nManuelle Crypto-Ergänzungs-UI im Dashboard\n\nZiel:\nIch möchte die ausgelassenen/unsicheren Coins später selbst im Dashboard ergänzen, bearbeiten oder entfernen können — aber immer auditierbar und ohne stilles Überschreiben von Holdings.\n\nWichtige Grundregeln:\n\n* Keine direkten stillen Mutationen von crypto_holdings.\n* Änderungen erfolgen über Transaktionen, Initial-Snapshot-Ergänzungen oder manual_adjustment.\n* Jede Änderung braucht Audit-Log.\n* Menge wird als Decimal/Text behandelt, niemals Float.\n* Coin/Symbol darf bei Mehrdeutigkeit nicht automatisch gewählt werden.\n* CoinGecko-ID muss entweder eindeutig gewählt oder bewusst als fehlend/unsicher markiert werden.\n* Keine echten Daten ins Git-Repo.\n* Vor Commit: Compile, pytest, Git-Safety.\n* Danach Commit und Push auf main.\n\nBitte implementiere im Dashboard auf der Crypto-/Wallet-Seite oder als eigene Seite „Crypto Manage“ folgende Funktionen:\n\n1. Coin/Bestand hinzufügen\n Formular:\n\n* Coin suchen oder manuell erfassen\n* CoinGecko-ID auswählen oder bestätigen\n* Symbol\n* Coin-Name\n* Wallet auswählen\n* Menge eingeben\n* Datum auswählen, default 2025-12-31 für Initial-Snapshot-Ergänzungen oder heutiges Datum für neue Transaktionen\n* Typ auswählen:\n\n * initial_snapshot_addition\n * manual_adjustment\n * crypto_buy\n * crypto_transfer optional später\n* Notiz Pflicht bei manual_adjustment\n* Bestätigung vor Speicherung\n\nSpeicherung:\n\n* Asset anlegen, falls nicht vorhanden\n* Holding/Transaktion erzeugen\n* Audit-Log schreiben\n* Data-Quality-Warnung erzeugen, falls CoinGecko-ID fehlt oder unsicher ist\n\n2. Coin/Bestand entfernen\n Nicht löschen.\n\nFormular:\n\n* Coin/Holding auswählen\n* Wallet auswählen\n* Aktion:\n\n * Bestand auf 0 setzen via manual_adjustment\n * Teilmenge reduzieren via manual_adjustment\n* Notiz Pflicht\n* Warnung anzeigen: Historie bleibt erhalten, es wird nichts still gelöscht\n* Audit-Log schreiben\n* alter und neuer Wert nachvollziehbar\n\n3. Coin/Bestand korrigieren\n Nicht direkt überschreiben.\n\nFormular:\n\n* bestehende Holding auswählen\n* neue Menge eingeben\n* Differenz automatisch berechnen\n* Notiz Pflicht\n* Speichern als manual_adjustment\n* Audit-Log mit old_values/new_values\n* Data-Quality-Hinweis, falls Korrektur ungewöhnlich ist\n\n4. CoinGecko-Suche / Mapping\n Bitte vorbereiten oder MVP-fähig implementieren:\n\n* Suche nach Coin-Name oder Symbol\n* Anzeige mehrerer Treffer\n* manuelle Auswahl erforderlich\n* Symbol allein ist nie automatisch eindeutig\n* ohne CoinGecko-ID speichern nur mit Warnung möglich\n* keine Live-Suche bei jedem Reload\n* falls API nicht verfügbar, manuelle Eingabe erlauben\n* spätere Cache-Nutzung vorbereiten\n\n5. Validierungen\n Bitte hart validieren:\n\n* Menge > 0 bei Hinzufügen\n* neue Menge >= 0 bei Korrektur\n* Wallet Pflicht\n* Coin/Symbol Pflicht\n* Datum Pflicht\n* Decimal-Parsing ohne Float\n* sehr kleine Mengen wie 0.00000001 bleiben exakt\n* manual_adjustment braucht Notiz\n* Entfernen braucht Notiz\n* keine negative Holding\n* Audit-Log Pflicht\n\n6. UI-Sicherheit\n\n* Vor dem Speichern eine Zusammenfassung anzeigen\n* Speichern erst nach expliziter Bestätigung\n* Keine Massenänderung ohne Review\n* Fehlermeldungen klar anzeigen\n* Nach erfolgreicher Änderung aktualisierte Holding anzeigen\n* Keine echten Werte in Logs ausgeben\n\n7. Tests\n Bitte ergänze Tests für:\n\n* Add Coin / Initial Snapshot Addition\n* Add Coin mit CoinGecko-ID\n* Add Coin ohne CoinGecko-ID erzeugt Warning\n* Decimal-Menge bleibt exakt\n* Manual Adjustment mit Notiz\n* Manual Adjustment ohne Notiz wird abgelehnt\n* Bestand auf 0 setzen ohne Löschen\n* negative Menge wird abgelehnt\n* Audit-Log bei jeder bestätigten Änderung\n* old_values/new_values bei\nKorrektur\n* Dashboard-Module importieren sauber\n* keine Live-API beim Rendern\n* Git-Safety bleibt sauber\n\n8. Bestehende ausgelassene Coins\n Bitte die Liste der ausgelassenen Coins im Dashboard sichtbar machen oder vorbereiten, damit ich sie später manuell ergänzen kann:\n\n* ADA Cardano\n* Amp\n* Avalanche AVAX\n* Bitcoin BTC\n* Chainlink\n* DOGE\n* Decentraland MANA\n* Ethereum ETH\n* HIGH Highstreet\n* IOTA IOT\n* LUNA Terra\n* LUNC Terra Classic\n* NETVR\n* NuCypher NU\n* Ox ZRX\n* Polygon MATIC\n* Ripple XRP\n* SAND The Sandbox\n* SAROS\n* SKY\n* SOL Solana\n* Sundae\n* USTC Terra Classic\n\nBitte diese Liste nicht automatisch importieren. Nur als Nachtragsliste/Reminder anzeigen oder in einer lokalen Runtime-Konfigurationsstruktur vorbereiten, ohne echte Mengen.\n\n9. Nach Abschluss bitte ausführen:\n\n* PYTHONPATH=src python -m compileall src tests\n* PYTHONPATH=src pytest tests -q\n* PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\n* git status\n\nWenn alles sauber ist:\n\n* Commit mit sinnvoller Message\n* Push auf main\n\nBitte berichte danach:\n\n* implementierte UI-Funktionen\n* neue/geänderte Dateien\n* neue Tests\n* Testergebnis\n* Git-Safety-Ergebnis\n* Commit-Hash\n* Push-Status\n* offene Risiken oder Designentscheidungen\n\nWichtig:\nNoch keine automatische Preisaktualisierung priorisieren. Erst soll ich fehlende Coins sauber, manuell und auditierbar ergänzen können."
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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/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `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. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting.\\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- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\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- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\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/crypto-runtime-db-consistency-verification.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/crypto-xlsx-initial-snapshot-production-import.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\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [testing, tdd, development, quality, red-green-refactor]\\n related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n attempts = 0\\n def operation():\\n nonlocal attempts\\n attempts += 1\\n if attempts < 3:\\n raise Exception('fail')\\n return 'success'\\n\\n result = retry_operation(operation)\\n\\n assert result == 'success'\\n assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n mock = MagicMock()\\n mock.side_effect = [Exception(), Exception(), 'success']\\n result = retry_operation(mock)\\n assert result == 'success' # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n return a + b # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n result = a + b\\n logging.info(f\\\"Adding {a} + {b} = {result}\\\") # Extra!\\n return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Implement [feature] using strict TDD\\\",\\n context=\\\"\\\"\\\"\\n Follow test-driven-development skill:\\n 1. Write failing test FIRST\\n 2. Run test to verify it fails\\n 3. Write minimal code to pass\\n 4. Run test to verify it passes\\n 5. Refactor if needed\\n 6. Commit\\n\\n Project test command: pytest tests/ -q\\n Project structure: [describe relevant files]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.\\n\\nNever fix bugs without a test.\\n\\n## Testing Anti-Patterns\\n\\n- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test\\n- **Testing implementation details** — test behavior/results, not internal method calls\\n- **Happy path only** — always test edge cases, errors, and boundaries\\n- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them\\n\\n## Final Rule\\n\\n```\\nProduction code → test exists and failed first\\nOtherwise → not TDD\\n```\\n\\nNo exceptions without the user's explicit permission.\\n\", \"path\": \"software-development/test-driven-development/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/test-driven-development\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"]}}}",
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Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.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\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}",
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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}",
"tool_call_id": "call_0IuhXn8Y9Xt3OIVbQ0liIY1T"
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"role": "tool",
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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}",
"tool_call_id": "call_pNayt10BbLCJG5CsBM99JbFx"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.audit.log import record_audit_event\\n 7|from jarvis_finance.imports.common import stable_id, utc_now\\n 8|from jarvis_finance.quality.alerts import create_alert\\n 9|\\n 10|from .holdings import calculate_crypto_holdings\\n 11|\\n 12|\\n 13|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 14| if value is None or str(value).strip() == \\\"\\\":\\n 15| return Decimal(default)\\n 16| return Decimal(str(value))\\n 17|\\n 18|\\n 19|def _ds(value: Decimal | None) -> str | None:\\n 20| return format(value, \\\"f\\\") if value is not None else None\\n 21|\\n 22|def _chf(value: Decimal, fx_rate_to_chf: Decimal | None) -> str | None:\\n 23| if fx_rate_to_chf is None:\\n 24| return None\\n 25| return _ds(value * fx_rate_to_chf)\\n 26|\\n 27|\\n 28|def _ensure_positive(quantity: Decimal) -> None:\\n 29| if quantity <= 0:\\n 30| raise ValueError(\\\"quantity must be > 0\\\")\\n 31|\\n 32|\\n 33|def _current_quantity(conn: Connection, wallet_id: str, asset_id: str) -> Decimal:\\n 34| result = calculate_crypto_holdings(conn)\\n 35| holding = result.wallet_holdings.get((wallet_id, asset_id))\\n 36| return holding.quantity if holding else Decimal(\\\"0\\\")\\n 37|\\n 38|\\n 39|def _critical_negative_alert(conn: Connection, wallet_id: str, asset_id: str, attempted: Decimal, available: Decimal) -> None:\\n 40| create_alert(\\n 41| conn,\\n 42| priority=\\\"kritisch\\\",\\n 43| category=\\\"crypto\\\",\\n 44| entity_type=\\\"crypto_wallet\\\",\\n 45| entity_id=wallet_id,\\n 46| rule_id=\\\"crypto_negative_wallet_balance\\\",\\n 47| message=\\\"Crypto transaction would create a negative wallet balance and was blocked.\\\",\\n 48| evidence={\\\"asset_id\\\": asset_id, \\\"attempted_delta\\\": str(attempted), \\\"available\\\": str(available)},\\n 49| )\\n 50| conn.commit()\\n 51|\\n 52|\\n 53|def _insert_crypto_transaction(\\n 54| conn: Connection,\\n 55| *,\\n 56| tx_type: str,\\n 57| asset_id: str,\\n 58| quantity: Decimal,\\n 59| from_wallet_id: str | None = None,\\n 60| to_wallet_id: str | None = None,\\n 61| transaction_id: str | None = None,\\n 62| price_original: Decimal | None = None,\\n 63| currency: str | None = None,\\n 64| gross_amount_original: Decimal | None = None,\\n 65| fee_quantity: Decimal | None = None,\\n 66| fee_original: Decimal | None = None,\\n 67| fee_currency: str | None = None,\\n 68| fx_rate_to_chf: Decimal | None = None,\\n 69| tx_hash: str | None = None,\\n 70| note: str | None = None,\\n 71|) -> str:\\n 72| now = utc_now()\\n 73| crypto_txid = stable_id(\\\"cryptotx\\\", tx_type, asset_id, quantity, from_wallet_id or \\\"\\\", to_wallet_id or \\\"\\\", now)\\n 74| conn.execute(\\n 75| \\\"\\\"\\\"\\n 76| INSERT INTO crypto_transactions(\\n 77| crypto_transaction_id, transaction_id, transaction_type, asset_id, quantity,\\n 78| price_original, currency_original, gross_amount_original, fee_quantity,\\n 79| fee_original, fee_currency, fx_rate_to_chf, amount_chf, from_wallet_id,\\n 80| to_wallet_id, transaction_datetime, tx_hash, source, confirmation_status,\\n 81| parse_confidence, notes, created_at\\n 82| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'manual', 'confirmed', 1, ?, ?)\\n 83| \\\"\\\"\\\",\\n 84| (\\n 85| crypto_txid, transaction_id, tx_type, asset_id, _ds(quantity),\\n 86| _ds(price_original),\\n 87| currency, _ds(gross_amount_original),\\n 88| _ds(fee_quantity),\\n 89| _ds(fee_original),\\n 90| fee_currency, _ds(fx_rate_to_chf),\\n 91| _chf(gross_amount_original, fx_rate_to_chf) if gross_amount_original is not None else None,\\n 92| from_wallet_id, to_wallet_id, now, tx_hash, note, now,\\n 93| ),\\n 94| )\\n 95| return crypto_txid\\n 96|\\n 97|\\n 98|def _insert_ledger_transaction(\\n 99| conn: Connection,\\n 100| *,\\n 101| tx_type: str,\\n 102| account_id: str,\\n 103| source_id: str,\\n 104| gross_amount_original: Decimal,\\n 105| currency: str,\\n 106| fx_rate_to_chf: Decimal | None,\\n 107| note: str,\\n 108| fee_original: Decimal = Decimal(\\\"0\\\"),\\n 109|) -> str:\\n 110| now = utc_now()\\n 111| txid = stable_id(\\\"ledger\\\", \\\"crypto\\\", tx_type, account_id, source_id, gross_amount_original, fee_original)\\n 112| fx_status = \\\"ok\\\" if fx_rate_to_chf is not None else \\\"missing\\\"\\n 113| quality = \\\"ok\\\" if fx_rate_to_chf is not None else \\\"incomplete\\\"\\n 114| sign_net = gross_amount_original - fee_original if tx_type in {\\\"partial_sell\\\", \\\"full_sell\\\"} else gross_amount_original\\n 115| conn.execute(\\n 116| \\\"\\\"\\\"\\n 117| INSERT INTO transactions(\\n 118| transaction_id, transaction_type, account_id, trade_date, gross_amount_original,\\n 119| fee_original, net_amount_original, currency_original, fx_rate_to_chf, fx_status,\\n 120| gross_amount_chf, fee_chf, net_amount_chf, source_type, source_id,\\n 121| is_confirmed, quality_status, notes, created_at\\n 122| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'crypto', ?, 1, ?, ?, ?)\\n 123| \\\"\\\"\\\",\\n 124| (\\n 125| txid, tx_type, account_id, now[:10], _ds(gross_amount_original), _ds(fee_original), _ds(sign_net),\\n 126| currency.upper(), _ds(fx_rate_to_chf), fx_status,\\n 127| _chf(gross_amount_original, fx_rate_to_chf), _chf(fee_original, fx_rate_to_chf), _chf(sign_net, fx_rate_to_chf),\\n 128| source_id, quality, note, now,\\n 129| ),\\n 130| )\\n 131| if fx_rate_to_chf is None and currency.upper() != \\\"CHF\\\":\\n 132| create_alert(\\n 133| conn,\\n 134| priority=\\\"kritisch\\\",\\n 135| category=\\\"crypto\\\",\\n 136| entity_type=\\\"transaction\\\",\\n 137| entity_id=txid,\\n 138| rule_id=\\\"missing_fx\\\",\\n 139| message=\\\"Crypto fiat ledger transaction is missing FX; CHF impact is incomplete.\\\",\\n 140| evidence={\\\"currency\\\": currency.upper(), \\\"source_id\\\": source_id},\\n 141| )\\n 142| return txid\\n 143|\\n 144|\\n 145|def _insert_fee_ledger(\\n 146| conn: Connection,\\n 147| *,\\n 148| account_id: str,\\n 149| source_id: str,\\n 150| fee_original: Decimal,\\n 151| fee_currency: str | None,\\n 152| fx_rate_to_chf: Decimal | None,\\n 153| note: str,\\n 154|) -> str | None:\\n 155| if fee_original <= 0:\\n 156| return None\\n 157| if not fee_currency:\\n 158| create_alert(\\n 159| conn,\\n 160| priority=\\\"warnung\\\",\\n 161| category=\\\"crypto\\\",\\n 162| entity_type=\\\"crypto_transaction\\\",\\n 163| entity_id=source_id,\\n 164| rule_id=\\\"crypto_fee_currency_unclear\\\",\\n 165| message=\\\"Crypto fiat fee currency is unclear; ledger fee is not created to avoid double counting.\\\",\\n 166| evidence={\\\"fee_original\\\": str(fee_original)},\\n 167| )\\n 168| return None\\n 169| return _insert_ledger_transaction(\\n 170| conn,\\n 171| tx_type=\\\"fee\\\",\\n 172| account_id=account_id,\\n 173| source_id=source_id,\\n 174| gross_amount_original=fee_original,\\n 175| currency=fee_currency,\\n 176| fx_rate_to_chf=fx_rate_to_chf,\\n 177| note=note,\\n 178| )\\n 179|\\n 180|\\n 181|def record_crypto_transfer(\\n 182| conn: Connection,\\n 183| *,\\n 184| asset_id: str,\\n 185| from_wallet_id: str,\\n 186| to_wallet_id: str,\\n 187| quantity: Decimal,\\n 188| fee_quantity: Decimal = Decimal(\\\"0\\\"),\\n 189| tx_hash: str | None = None,\\n 190| note: str,\\n 191|) -> str:\\n 192| _ensure_positive(quantity)\\n 193| if fee_quantity < 0:\\n 194| raise ValueError(\\\"fee_quantity must be >= 0\\\")\\n 195| if from_wallet_id == to_wallet_id:\\n 196| raise ValueError(\\\"source and target wallets must be different\\\")\\n 197| required = quantity + fee_quantity\\n 198| available = _current_quantity(conn, from_wallet_id, asset_id)\\n 199| if available < required:\\n 200| _critical_negative_alert(conn, from_wallet_id, asset_id, required, available)\\n 201| raise ValueError(\\\"negative wallet balance blocked\\\")\\n 202| crypto_txid = _insert_crypto_transaction(\\n 203| conn,\\n 204| tx_type=\\\"transfer\\\",\\n 205| asset_id=asset_id,\\n 206| quantity=quantity,\\n 207| fee_quantity=fee_quantity,\\n 208| from_wallet_id=from_wallet_id,\\n 209| to_wallet_id=to_wallet_id,\\n 210| tx_hash=tx_hash,\\n 211| note=note,\\n 212| )\\n 213| record_audit_event(\\n 214| conn,\\n 215| source=\\\"crypto_transactions\\\",\\n 216| action=\\\"crypto_transfer\\\",\\n 217| entity_type=\\\"crypto_transaction\\\",\\n 218| entity_id=crypto_txid,\\n 219| new_values={\\\"asset_id\\\": asset_id, \\\"from_wallet_id\\\": from_wallet_id, \\\"to_wallet_id\\\": to_wallet_id, \\\"quantity\\\": _ds(quantity), \\\"fee_quantity\\\": str(fee_quantity)},\\n 220| user_text_note=note,\\n 221| confirmed=True,\\n 222| created_by=\\\"system\\\",\\n 223| )\\n 224| conn.commit()\\n 225| return crypto_txid\\n 226|\\n 227|\\n 228|def record_crypto_buy(\\n 229| conn: Connection,\\n 230| *,\\n 231| account_id: str,\\n 232| asset_id: str,\\n 233| to_wallet_id: str,\\n 234| quantity: Decimal,\\n 235| gross_amount_original: Decimal,\\n 236| currency: str,\\n 237| note: str,\\n 238| fee_original: Decimal = Decimal(\\\"0\\\"),\\n 239| fee_currency: str | None = None,\\n 240| fee_quantity: Decimal = Decimal(\\\"0\\\"),\\n 241| fx_rate_to_chf: Decimal | None = None,\\n 242|) -> str:\\n 243| _ensure_positive(quantity)\\n 244| if fee_quantity < 0 or fee_original < 0:\\n 245| raise ValueError(\\\"fees must be >= 0\\\")\\n 246| # Placeholder ID first so ledger can refer to the crypto event; then update link.\\n 247| provisional = stable_id(\\\"cryptobuy\\\", asset_id, to_wallet_id, quantity, utc_now())\\n 248| ledger_txid = _insert_ledger_transaction(\\n 249| conn,\\n 250| tx_type=\\\"buy\\\",\\n 251| account_id=account_id,\\n 252| source_id=provisional,\\n 253| gross_amount_original=gross_amount_original,\\n 254| currency=currency,\\n 255| fx_rate_to_chf=fx_rate_to_chf,\\n 256| note=note,\\n 257| )\\n 258| crypto_txid = _insert_crypto_transaction(\\n 259| conn,\\n 260| tx_type=\\\"buy\\\",\\n 261|\", \"total_lines\": 365, \"file_size\": 12929, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 365 lines)\", \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_OyUyxy0SlyKhagbpKyWPuEgw"
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"arguments": "{\"offset\":260,\"limit\":140,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/transactions.py\"}"
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"content": "{\"content\": \" 260| tx_type=\\\"buy\\\",\\n 261| asset_id=asset_id,\\n 262| quantity=quantity,\\n 263| to_wallet_id=to_wallet_id,\\n 264| transaction_id=ledger_txid,\\n 265| gross_amount_original=gross_amount_original,\\n 266| fee_quantity=fee_quantity,\\n 267| fee_original=fee_original,\\n 268| fee_currency=fee_currency,\\n 269| currency=currency.upper(),\\n 270| fx_rate_to_chf=fx_rate_to_chf,\\n 271| note=note,\\n 272| )\\n 273| conn.execute(\\\"UPDATE transactions SET source_id=? WHERE transaction_id=?\\\", (crypto_txid, ledger_txid))\\n 274| _insert_fee_ledger(conn, account_id=account_id, source_id=crypto_txid, fee_original=fee_original, fee_currency=fee_currency, fx_rate_to_chf=fx_rate_to_chf, note=note)\\n 275| record_audit_event(\\n 276| conn,\\n 277| source=\\\"crypto_transactions\\\",\\n 278| action=\\\"crypto_buy\\\",\\n 279| entity_type=\\\"crypto_transaction\\\",\\n 280| entity_id=crypto_txid,\\n 281| new_values={\\\"asset_id\\\": asset_id, \\\"to_wallet_id\\\": to_wallet_id, \\\"quantity\\\": _ds(quantity), \\\"ledger_transaction_id\\\": ledger_txid},\\n 282| user_text_note=note,\\n 283| confirmed=True,\\n 284| created_by=\\\"system\\\",\\n 285| )\\n 286| conn.commit()\\n 287| return crypto_txid\\n 288|\\n 289|\\n 290|def record_crypto_sell(\\n 291| conn: Connection,\\n 292| *,\\n 293| account_id: str,\\n 294| asset_id: str,\\n 295| from_wallet_id: str,\\n 296| quantity: Decimal,\\n 297| gross_amount_original: Decimal,\\n 298| currency: str,\\n 299| note: str,\\n 300| fee_original: Decimal = Decimal(\\\"0\\\"),\\n 301| fee_currency: str | None = None,\\n 302| fee_quantity: Decimal = Decimal(\\\"0\\\"),\\n 303| fx_rate_to_chf: Decimal | None = None,\\n 304|) -> str:\\n 305| _ensure_positive(quantity)\\n 306| if fee_quantity < 0 or fee_original < 0:\\n 307| raise ValueError(\\\"fees must be >= 0\\\")\\n 308| required = quantity + fee_quantity\\n 309| available = _current_quantity(conn, from_wallet_id, asset_id)\\n 310| if available < required:\\n 311| _critical_negative_alert(conn, from_wallet_id, asset_id, required, available)\\n 312| raise ValueError(\\\"negative wallet balance blocked\\\")\\n 313| provisional = stable_id(\\\"cryptosell\\\", asset_id, from_wallet_id, quantity, utc_now())\\n 314| ledger_txid = _insert_ledger_transaction(\\n 315| conn,\\n 316| tx_type=\\\"partial_sell\\\",\\n 317| account_id=account_id,\\n 318| source_id=provisional,\\n 319| gross_amount_original=gross_amount_original,\\n 320| fee_original=fee_original,\\n 321| currency=currency,\\n 322| fx_rate_to_chf=fx_rate_to_chf,\\n 323| note=note,\\n 324| )\\n 325| crypto_txid = _insert_crypto_transaction(\\n 326| conn,\\n 327| tx_type=\\\"sell\\\",\\n 328| asset_id=asset_id,\\n 329| quantity=quantity,\\n 330| from_wallet_id=from_wallet_id,\\n 331| transaction_id=ledger_txid,\\n 332| gross_amount_original=gross_amount_original,\\n 333| fee_quantity=fee_quantity,\\n 334| fee_original=fee_original,\\n 335| fee_currency=fee_currency,\\n 336| currency=currency.upper(),\\n 337| fx_rate_to_chf=fx_rate_to_chf,\\n 338| note=note,\\n 339| )\\n 340| conn.execute(\\\"UPDATE transactions SET source_id=? WHERE transaction_id=?\\\", (crypto_txid, ledger_txid))\\n 341| # Sell fee is represented in the sell net amount; do not create a separate fee row.\\n 342| if fee_original > 0 and not fee_currency:\\n 343| create_alert(\\n 344| conn,\\n 345| priority=\\\"warnung\\\",\\n 346| category=\\\"crypto\\\",\\n 347| entity_type=\\\"crypto_transaction\\\",\\n 348| entity_id=crypto_txid,\\n 349| rule_id=\\\"crypto_fee_currency_unclear\\\",\\n 350| message=\\\"Crypto sell fee currency is unclear; fee remains embedded in sell transaction.\\\",\\n 351| evidence={\\\"fee_original\\\": str(fee_original)},\\n 352| )\\n 353| record_audit_event(\\n 354| conn,\\n 355| source=\\\"crypto_transactions\\\",\\n 356| action=\\\"crypto_sell\\\",\\n 357| entity_type=\\\"crypto_transaction\\\",\\n 358| entity_id=crypto_txid,\\n 359| new_values={\\\"asset_id\\\": asset_id, \\\"from_wallet_id\\\": from_wallet_id, \\\"quantity\\\": _ds(quantity), \\\"ledger_transaction_id\\\": ledger_txid},\\n 360| user_text_note=note,\\n 361| confirmed=True,\\n 362| created_by=\\\"system\\\",\\n 363| )\\n 364| conn.commit()\\n 365| return crypto_txid\\n 366|\", \"total_lines\": 365, \"file_size\": 12929, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"reasoning_content": "**Exploring database schema**\n\nI'm considering how to create a full schema for tables, and my first thought is to use Python with SQLite. I'll need to think about the structure I want — like table names, columns, data types, and any relationships between tables. It's essential to be thorough so that the database functions well. Let's dive into the specifics, create a clear plan, and ensure everything is connected properly in the schema!",
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{
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"text": "**Exploring database schema**\n\nI'm considering how to create a full schema for tables, and my first thought is to use Python with SQLite. I'll need to think about the structure I want — like table names, columns, data types, and any relationships between tables. It's essential to be thorough so that the database functions well. Let's dive into the specifics, create a clear plan, and ensure everything is connected properly in the schema!"
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"content": "{\"status\": \"success\", \"output\": \"\\n--- CREATE TABLE IF NOT EXISTS crypto_holdings ---\\nCREATE TABLE IF NOT EXISTS crypto_holdings (\\\\n crypto_holding_id TEXT PRIMARY KEY,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n wallet_id TEXT NOT NULL REFERENCES crypto_wallets(wallet_id),\\\\n quantity TEXT NOT NULL,\\\\n acquisition_source TEXT,\\\\n last_verified_at TEXT,\\\\n verification_status TEXT NOT NULL DEFAULT 'unverified',\\\\n legacy_snapshot_value_original TEXT,\\\\n legacy_snapshot_value_chf TEXT,\\\\n legacy_snapshot_currency TEXT,\\\\n legacy_snapshot_date TEXT,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT,\\\\n UNIQUE(asset_id, wallet_id)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_transactions (\\\\n crypto_transaction_id TEXT PRIMARY KEY,\\\\n transaction_id TEXT REFERENCES transactions(transaction_id),\\\\n transaction_type TEXT NOT NULL,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n quantity TEXT NOT NULL,\\\\n price_original TEXT,\\\\n currency_original TEXT,\\\\n gross_amount_original TEXT,\\\\n fee_quantity TEXT,\\\\n fee_original TEXT,\\\\n fee_currency TEXT,\\\\n fx_rate_to_chf TEXT,\\\\n fx_source TEXT,\\\\n amount_chf TEXT,\\\\n from_wallet_id TEXT REFERENCES crypto_wallets(wallet_id),\\\\n to_wallet_id TEXT REFERENCES crypto_wallets(wallet_id),\\\\n transaction_datetime TEXT NOT NULL,\\\\n tx_hash TEXT,\\\\n source TEXT NOT NULL,\\\\n confirmation_status TEXT NOT NULL DEFAULT 'confirmed',\\\\n parse_confidence NUMERIC,\\\\n original_input_text TEXT,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_prices (\\\\n crypto_price_id TEXT PRIMARY KEY,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n coingecko_id TEXT,\\\\n price_currency TEXT NOT NULL,\\\\n price TEXT NOT NULL,\\\\n provider TEXT \\n\\n--- CREATE TABLE IF NOT EXISTS crypto_transactions ---\\nCREATE TABLE IF NOT EXISTS crypto_transactions (\\\\n crypto_transaction_id TEXT PRIMARY KEY,\\\\n transaction_id TEXT REFERENCES transactions(transaction_id),\\\\n transaction_type TEXT NOT NULL,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n quantity TEXT NOT NULL,\\\\n price_original TEXT,\\\\n currency_original TEXT,\\\\n gross_amount_original TEXT,\\\\n fee_quantity TEXT,\\\\n fee_original TEXT,\\\\n fee_currency TEXT,\\\\n fx_rate_to_chf TEXT,\\\\n fx_source TEXT,\\\\n amount_chf TEXT,\\\\n from_wallet_id TEXT REFERENCES crypto_wallets(wallet_id),\\\\n to_wallet_id TEXT REFERENCES crypto_wallets(wallet_id),\\\\n transaction_datetime TEXT NOT NULL,\\\\n tx_hash TEXT,\\\\n source TEXT NOT NULL,\\\\n confirmation_status TEXT NOT NULL DEFAULT 'confirmed',\\\\n parse_confidence NUMERIC,\\\\n original_input_text TEXT,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_prices (\\\\n crypto_price_id TEXT PRIMARY KEY,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n coingecko_id TEXT,\\\\n price_currency TEXT NOT NULL,\\\\n price TEXT NOT NULL,\\\\n provider TEXT NOT NULL DEFAULT 'CoinGecko',\\\\n provider_timestamp TEXT,\\\\n fetched_at TEXT NOT NULL,\\\\n quality_status TEXT NOT NULL DEFAULT 'fresh',\\\\n error_message TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS watchlist (\\\\n watchlist_id TEXT PRIMARY KEY,\\\\n instrument_id TEXT REFERENCES instruments(instrument_id),\\\\n crypto_asset_id TEXT REFERENCES crypto_assets(asset_id),\\\\n name TEXT NOT NULL,\\\\n asset_class TEXT NOT NULL,\\\\n reason TEXT NOT NULL,\\\\n target_entry_price NUMERIC,\\\\n target_entry_currency TEXT,\\\\n desired_position_size_chf NUMERIC,\\\\n desired_weight_pct NUMERIC,\\\\n trigger_rules TEXT,\\\\n\\n\\n--- CREATE TABLE IF NOT EXISTS alerts ---\\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_reco\\n\\n--- CREATE TABLE IF NOT EXISTS audit_log ---\\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 outcome_status TEXT,\\\\n outcome_return_chf NUMERIC,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE INDEX IF NOT EXISTS idx_accounts_platform_id ON accounts(platform_id);\\\\nCREATE INDEX IF NOT EXISTS idx_transactions_account_date ON transactions(account_id, trade_date);\\\\nCREATE INDEX IF NOT EXISTS idx_transactions_\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}",
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"arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py').read_text()\\ni=s.find('CREATE TABLE IF NOT EXISTS crypto_assets')\\nprint(s[i:i+900])\"}"
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"content": "{\"status\": \"success\", \"output\": \"CREATE TABLE IF NOT EXISTS 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);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_holdings (\\\\n crypto_holding_id TEXT PRIMARY KEY,\\\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n wallet_id TEXT NOT NULL REFERENCES crypto_wallets(wallet_id),\\\\n quantity TEXT NOT NULL,\\\\n acquisition_source TEXT,\\\\n last_verified_at TEXT,\\\\n verification_status TEXT NOT NULL DEFAULT 'unverified',\\\\n legacy_snapshot_value_original TEXT,\\\\n legacy_snapshot_value_chf TE\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}",
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{
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"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|import pytest\\n 6|\\n 7|from jarvis_finance.crypto.assets import create_crypto_asset, get_crypto_asset\\n 8|from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n 9|from jarvis_finance.crypto.transactions import record_crypto_buy, record_crypto_sell, record_crypto_transfer\\n 10|from jarvis_finance.crypto.wallets import create_wallet, deactivate_wallet, get_wallet, update_wallet\\n 11|from jarvis_finance.storage.database import connect_memory\\n 12|from jarvis_finance.storage.migrations import apply_migrations\\n 13|\\n 14|\\n 15|def setup_conn():\\n 16| conn = connect_memory()\\n 17| apply_migrations(conn)\\n 18| conn.execute(\\n 19| \\\"INSERT INTO platforms(platform_id, name, platform_type, default_currency, created_at) VALUES('p1','Synthetic Broker','Bank/Broker','CHF','now')\\\"\\n 20| )\\n 21| conn.execute(\\n 22| \\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES('a1','p1','Synthetic Cash','cash','CHF','now')\\\"\\n 23| )\\n 24| conn.commit()\\n 25| return conn\\n 26|\\n 27|\\n 28|def seed_wallets_assets(conn):\\n 29| w1 = create_wallet(conn, wallet_name='Synthetic Cold Wallet', wallet_type='Hardware Wallet')\\n 30| w2 = create_wallet(conn, wallet_name='Synthetic Exchange Wallet', wallet_type='Exchange')\\n 31| btc = create_crypto_asset(conn, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n 32| eth = create_crypto_asset(conn, coin_name='Synthetic Ether', symbol='ETH', coingecko_id='ethereum')\\n 33| return w1, w2, btc, eth\\n 34|\\n 35|\\n 36|def test_wallet_create_read_update_deactivate_and_duplicate_name_blocked() -> None:\\n 37| conn = setup_conn()\\n 38| wallet_id = create_wallet(conn, wallet_name='Synthetic Wallet Alpha', wallet_type='Hardware Wallet')\\n 39| wallet = get_wallet(conn, wallet_id)\\n 40| assert wallet['wallet_name'] == 'Synthetic Wallet Alpha'\\n 41| assert wallet['wallet_address'] is None\\n 42|\\n 43| with pytest.raises(ValueError, match='wallet_name'):\\n 44| create_wallet(conn, wallet_name='Synthetic Wallet Alpha', wallet_type='Software Wallet')\\n 45| with pytest.raises(ValueError, match='wallet_type'):\\n 46| create_wallet(conn, wallet_name='Synthetic Bad Type', wallet_type='Moon Bag')\\n 47|\\n 48| update_wallet(conn, wallet_id, wallet_type='DeFi', notes='synthetic update')\\n 49| assert get_wallet(conn, wallet_id)['wallet_type'] == 'DeFi'\\n 50| deactivate_wallet(conn, wallet_id, note='synthetic retire')\\n 51| assert get_wallet(conn, wallet_id)['is_active'] == 0\\n 52|\\n 53|\\n 54|def test_crypto_asset_with_and_without_coingecko_and_symbol_conflict_warning() -> None:\\n 55| conn = setup_conn()\\n 56| a1 = create_crypto_asset(conn, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n 57| assert get_crypto_asset(conn, a1)['coingecko_id'] == 'bitcoin'\\n 58|\\n 59| a2 = create_crypto_asset(conn, coin_name='Synthetic Bitcoin Wrapper', symbol='BTC', coingecko_id='wrapped-bitcoin')\\n 60| assert get_crypto_asset(conn, a2)['symbol'] == 'BTC'\\n 61| symbol_alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='crypto_symbol_conflict'\\\").fetchall()\\n 62| assert symbol_alerts\\n 63|\\n 64| a3 = create_crypto_asset(conn, coin_name='Synthetic Mystery Coin', symbol='MYST')\\n 65| assert get_crypto_asset(conn, a3)['coingecko_id'] is None\\n 66| missing_alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='missing_coingecko_id'\\\").fetchall()\\n 67| assert missing_alerts\\n 68|\\n 69|\\n 70|def test_initial_crypto_holdings_multiple_wallets_aggregate_and_legacy_values_not_current() -> None:\\n 71| conn = setup_conn()\\n 72| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 73| create_initial_holding_snapshot(\\n 74| conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1.25'), verification_status='verified',\\n 75| last_verified_at='2026-01-01T00:00:00Z', legacy_snapshot_value_chf=Decimal('50000'), note='synthetic snapshot'\\n 76| )\\n 77| create_initial_holding_snapshot(\\n 78| conn, asset_id=btc, wallet_id=w2, quantity=Decimal('0.75'), verification_status='stale',\\n 79| legacy_snapshot_value_chf=Decimal('30000'), note='synthetic snapshot'\\n 80| )\\n 81|\\n 82| holdings = calculate_crypto_holdings(conn)\\n 83| assert holdings.wallet_holdings[(w1, btc)].quantity == Decimal('1.25')\\n 84| assert holdings.wallet_holdings[(w2, btc)].quantity == Decimal('0.75')\\n 85| assert holdings.total_by_asset[btc].quantity == Decimal('2.00')\\n 86| assert holdings.wallet_holdings[(w1, btc)].legacy_snapshot_value_chf == Decimal('50000')\\n 87| assert holdings.wallet_holdings[(w1, btc)].current_value_chf is None\\n 88|\\n 89|\\n 90|def test_transfer_between_wallets_with_coin_fee_and_audit() -> None:\\n 91| conn = setup_conn()\\n 92| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 93| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('2'), verification_status='verified', note='synthetic snapshot')\\n 94|\\n 95| txid = record_crypto_transfer(\\n 96| conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('0.5'),\\n 97| fee_quantity=Decimal('0.01'), tx_hash='synthetic_tx_hash_001', note='synthetic transfer'\\n 98| )\\n 99|\\n 100| holdings = calculate_crypto_holdings(conn)\\n 101| assert holdings.wallet_holdings[(w1, btc)].quantity == Decimal('1.49')\\n 102| assert holdings.wallet_holdings[(w2, btc)].quantity == Decimal('0.5')\\n 103| assert conn.execute('SELECT transaction_type FROM crypto_transactions WHERE crypto_transaction_id=?', (txid,)).fetchone()['transaction_type'] == 'transfer'\\n 104| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='crypto_transfer'\\\").fetchone()['c'] == 1\\n 105|\\n 106|\\n 107|def test_transfer_same_wallet_and_overdraft_are_rejected_or_critical() -> None:\\n 108| conn = setup_conn()\\n 109| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 110| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('0.1'), verification_status='verified', note='synthetic snapshot')\\n 111|\\n 112| with pytest.raises(ValueError, match='different'):\\n 113| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w1, quantity=Decimal('0.01'), note='bad synthetic transfer')\\n 114| with pytest.raises(ValueError, match='negative'):\\n 115| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('1'), note='overdraft synthetic transfer')\\n 116| alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='crypto_negative_wallet_balance'\\\").fetchall()\\n 117| assert alerts and alerts[0]['priority'] == 'kritisch'\\n 118|\\n 119|\\n 120|def test_crypto_buy_with_fiat_creates_ledger_link_and_increases_wallet() -> None:\\n 121| conn = setup_conn()\\n 122| w1, _, btc, _ = seed_wallets_assets(conn)\\n 123| crypto_txid = record_crypto_buy(\\n 124| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.2'),\\n 125| gross_amount_original=Decimal('1000'), fee_original=Decimal('10'), currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 126| note='synthetic buy'\\n 127| )\\n 128| row = conn.execute('SELECT transaction_id FROM crypto_transactions WHERE crypto_transaction_id=?', (crypto_txid,)).fetchone()\\n 129| assert row['transaction_id'] is not None\\n 130| ledger = conn.execute('SELECT transaction_type, source_id, net_amount_original FROM transactions WHERE transaction_id=?', (row['transaction_id'],)).fetchone()\\n 131| assert ledger['transaction_type'] == 'buy'\\n 132| assert ledger['source_id'] == crypto_txid\\n 133| assert Decimal(ledger['net_amount_original']) == Decimal('1000')\\n 134| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.2')\\n 135|\\n 136|\\n 137|def test_crypto_sell_with_fiat_creates_ledger_link_and_reduces_wallet() -> None:\\n 138| conn = setup_conn()\\n 139| w1, _, btc, _ = seed_wallets_assets(conn)\\n 140| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1'), verification_status='verified', note='synthetic snapshot')\\n 141| crypto_txid = record_crypto_sell(\\n 142| conn, account_id='a1', asset_id=btc, from_wallet_id=w1, quantity=Decimal('0.4'),\\n 143| gross_amount_original=Decimal('2000'), fee_original=Decimal('20'), currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 144| note='synthetic sell'\\n 145| )\\n 146| linked = conn.execute('SELECT transaction_id FROM crypto_transactions WHERE crypto_transaction_id=?', (crypto_txid,)).fetchone()['transaction_id']\\n 147| ledger = conn.execute('SELECT transaction_type, net_amount_original FROM transactions WHERE transaction_id=?', (linked,)).fetchone()\\n 148| assert ledger['transaction_type'] == 'partial_sell'\\n 149| assert Decimal(ledger['net_amount_original']) == Decimal('1980')\\n 150| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.6')\\n 151|\\n 152|\\n 153|def test_coin_fee_reduces_balance_and_fiat_fee_creates_ledger_fee_without_double_counting() -> None:\\n 154| conn = setup_conn()\\n 155| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 156| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1'), verification_status='verified', note='synthetic snapshot')\\n 157| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('0.2'), fee_quantity=Decimal('0.03'), note='synthetic coin fee')\\n 158| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.77')\\n 159|\\n 160| record_crypto_buy(\\n 161| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.1'),\\n 162| gross_amount_original=Decimal('500'), fee_original=Decimal('5'), fee_currency='CHF', currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 163| note='synthetic fiat fee'\\n 164| )\\n 165| fee_rows = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_type='fee' AND source_type='crypto'\\\").fetchall()\\n 166| assert len(fee_rows) == 1\\n 167| assert Decimal(fee_rows[0]['gross_amount_original']) == Decimal('5')\\n 168| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action IN ('crypto_buy','crypto_transfer')\\\").fetchone()['c'] >= 2\\n 169|\\n 170|\\n 171|def test_crypto_buy_missing_fx_is_incomplete_and_fee_unclear_warns() -> None:\\n 172| conn = setup_conn()\\n 173| w1, _, btc, _ = seed_wallets_assets(conn)\\n 174| record_crypto_buy(\\n 175| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.1'),\\n 176| gross_amount_original=Decimal('100'), fee_original=Decimal('1'), fee_currency=None,\\n 177| currency='USD', fx_rate_to_chf=None, note='synthetic missing fx'\\n 178| )\\n 179| ledger = conn.execute(\\\"SELECT fx_status, quality_status FROM transactions WHERE source_type='crypto' AND transaction_type='buy'\\\").fetchone()\\n 180| assert ledger['fx_status'] == 'missing'\\n 181| assert ledger['quality_status'] == 'incomplete'\\n 182| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='crypto_fee_currency_unclear'\\\").fetchone()['c'] == 1\\n 183|\", \"total_lines\": 182, \"file_size\": 10444, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_oJWQHFAAZkLmnw5gFd5luFhy"
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from pathlib import Path\\n 5|\\n 6|import pytest\\n 7|\\n 8|from jarvis_finance.config.settings import load_settings\\n 9|from jarvis_finance.dashboard import data as dashboard_data\\n 10|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 11|from jarvis_finance.dashboard.pages import (\\n 12| page_00_command_center,\\n 13| page_01_portfolio,\\n 14| page_04_crypto,\\n 15| page_05_wallets,\\n 16| page_06_ledger,\\n 17| page_09_alerts,\\n 18| page_10_audit,\\n 19| page_11_settings_data_quality,\\n 20|)\\n 21|from jarvis_finance.storage.database import connect_memory\\n 22|from jarvis_finance.storage.migrations import apply_migrations\\n 23|\\n 24|\\n 25|class FakeStreamlit:\\n 26| def __init__(self) -> None:\\n 27| self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n 28| self.sidebar = self\\n 29|\\n 30| def __getattr__(self, name: str):\\n 31| def recorder(*args, **kwargs):\\n 32| self.calls.append((name, args, kwargs))\\n 33| if name in {\\\"button\\\", \\\"checkbox\\\"}:\\n 34| return False\\n 35| if name in {\\\"selectbox\\\", \\\"radio\\\"}:\\n 36| options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n 37| return list(options)[0] if options else None\\n 38| if name == \\\"tabs\\\":\\n 39| return [self for _ in (args[0] if args else [])]\\n 40| if name == \\\"columns\\\":\\n 41| count = args[0] if args else 1\\n 42| if isinstance(count, int):\\n 43| return [self for _ in range(count)]\\n 44| return [self for _ in count]\\n 45| return None\\n 46| return recorder\\n 47|\\n 48| def __enter__(self):\\n 49| return self\\n 50|\\n 51| def __exit__(self, *args):\\n 52| return False\\n 53|\\n 54|\\n 55|def setup_demo_conn():\\n 56| conn = connect_memory()\\n 57| apply_migrations(conn)\\n 58| load_synthetic_demo_data(conn)\\n 59| return conn\\n 60|\\n 61|\\n 62|def test_dashboard_modules_import_and_page_render_smoke() -> None:\\n 63| conn = setup_demo_conn()\\n 64| st = FakeStreamlit()\\n 65| for module in [\\n 66| page_00_command_center,\\n 67| page_01_portfolio,\\n 68| page_04_crypto,\\n 69| page_05_wallets,\\n 70| page_06_ledger,\\n 71| page_09_alerts,\\n 72| page_10_audit,\\n 73| page_11_settings_data_quality,\\n 74| ]:\\n 75| module.render(st, conn)\\n 76| assert any(call[0] in {\\\"title\\\", \\\"header\\\", \\\"subheader\\\"} for call in st.calls)\\n 77|\\n 78|\\n 79|def test_dashboard_reader_functions_return_expected_dummy_data() -> None:\\n 80| conn = setup_demo_conn()\\n 81| summary = dashboard_data.get_command_center_summary(conn)\\n 82| assert summary[\\\"base_currency\\\"] == \\\"CHF\\\"\\n 83| assert Decimal(summary[\\\"cash_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 84| assert Decimal(summary[\\\"crypto_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 85| assert dashboard_data.get_platform_overview(conn)\\n 86| assert dashboard_data.get_ledger_transactions(conn)\\n 87| assert dashboard_data.get_audit_events(conn)\\n 88|\\n 89|\\n 90|def test_crypto_dashboard_reads_cached_db_prices_without_api_calls(monkeypatch: pytest.MonkeyPatch) -> None:\\n 91| def explode(*args, **kwargs):\\n 92| raise AssertionError(\\\"dashboard must not call CoinGecko/API provider on render\\\")\\n 93|\\n 94| monkeypatch.setattr(\\\"jarvis_finance.market.providers.CoinGeckoClient.get_crypto_price\\\", explode)\\n 95| conn = setup_demo_conn()\\n 96| st = FakeStreamlit()\\n 97| page_04_crypto.render(st, conn)\\n 98| rows = dashboard_data.get_crypto_overview(conn)\\n 99| assert rows\\n 100| assert any(row[\\\"latest_price_chf\\\"] for row in rows)\\n 101|\\n 102|\\n 103|def test_dashboard_preserves_decimal_crypto_quantity_format() -> None:\\n 104| conn = setup_demo_conn()\\n 105| wallet_rows = dashboard_data.get_crypto_by_wallet(conn)\\n 106| quantities = {row[\\\"quantity\\\"] for row in wallet_rows}\\n 107| assert \\\"0.0899\\\" in quantities\\n 108| for row in wallet_rows:\\n 109| assert \\\"E\\\" not in row[\\\"quantity\\\"].upper()\\n 110|\\n 111|\\n 112|def test_alert_lifecycle_data_loaded_readably() -> None:\\n 113| conn = setup_demo_conn()\\n 114| alerts = dashboard_data.get_alerts(conn)\\n 115| assert alerts\\n 116| assert {\\\"status\\\", \\\"priority\\\", \\\"occurrence_count\\\", \\\"last_seen_at\\\", \\\"fingerprint\\\", \\\"dedup_key\\\"} <= set(alerts[0])\\n 117|\\n 118|\\n 119|def test_dashboard_runtime_path_inside_repo_remains_blocked(tmp_path: Path) -> None:\\n 120| repo = tmp_path / \\\"repo\\\"\\n 121| repo.mkdir()\\n 122| (repo / \\\"pyproject.toml\\\").write_text(\\\"[project]\\\\nname='demo'\\\\n\\\")\\n 123| with pytest.raises(ValueError, match=\\\"Runtime directory must be outside\\\"):\\n 124| load_settings(repo_root=repo, environ={\\\"JARVIS_FINANCE_RUNTIME_DIR\\\": str(repo / \\\"runtime\\\")})\\n 125|\", \"total_lines\": 124, \"file_size\": 4315, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_ubKzHTWU5sFnALkfI3PVhZlS"
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{
"role": "assistant",
"content": "",
"reasoning": "**Planning testing implementation**\n\nI’m thinking about implementing tests first, as that's usually a good practice. I want to avoid being too iterative, so I might write a comprehensive failing test initially. It seems important to consider a dashboard import, and maybe create a module for a skipped coins list. I’ll also need to use a function like write_file for my new tests. For now, I need to focus on getting that RED state to identify issues.",
"finish_reason": "tool_calls",
"reasoning_content": "**Planning testing implementation**\n\nI’m thinking about implementing tests first, as that's usually a good practice. I want to avoid being too iterative, so I might write a comprehensive failing test initially. It seems important to consider a dashboard import, and maybe create a module for a skipped coins list. I’ll also need to use a function like write_file for my new tests. For now, I need to focus on getting that RED state to identify issues.",
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"id": "rs_002041bba6e51fe5016a0631e316f48191a5a678c29ea9524a",
"summary": [
{
"type": "summary_text",
"text": "**Planning testing implementation**\n\nI’m thinking about implementing tests first, as that's usually a good practice. I want to avoid being too iterative, so I might write a comprehensive failing test initially. It seems important to consider a dashboard import, and maybe create a module for a skipped coins list. I’ll also need to use a function like write_file for my new tests. For now, I need to focus on getting that RED state to identify issues."
}
]
}
],
"tool_calls": [
{
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\",\"content\":\"from __future__ import annotations\\n\\nfrom decimal import Decimal\\n\\nimport pytest\\n\\nfrom jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\nfrom jarvis_finance.crypto.manage import (\\n CRYPTO_MANUAL_REVIEW_COIN_LABELS,\\n add_crypto_position,\\n adjust_crypto_position,\\n get_crypto_management_options,\\n reduce_crypto_position,\\n)\\nfrom jarvis_finance.crypto.wallets import create_wallet\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\ndef setup_conn():\\n conn = connect_memory()\\n apply_migrations(conn)\\n return conn\\n\\n\\ndef seed_wallet(conn) -> str:\\n return create_wallet(conn, wallet_name=\\\"Synthetic Review Wallet\\\", wallet_type=\\\"Software Wallet\\\")\\n\\n\\ndef audit_count(conn, action: str) -> int:\\n return conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action=?\\\", (action,)).fetchone()[\\\"c\\\"]\\n\\n\\ndef test_add_initial_snapshot_addition_creates_asset_holding_and_audit() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n\\n result = add_crypto_position(\\n conn,\\n coin_name=\\\"Synthetic Cardano\\\",\\n symbol=\\\"ADA\\\",\\n coingecko_id=\\\"cardano\\\",\\n wallet_id=wallet_id,\\n quantity_text=\\\"0.00000001\\\",\\n effective_date=\\\"2025-12-31\\\",\\n operation_type=\\\"initial_snapshot_addition\\\",\\n note=\\\"synthetic confirmed addition\\\",\\n confirm=True,\\n )\\n\\n holding = conn.execute(\\\"SELECT * FROM crypto_holdings WHERE crypto_holding_id=?\\\", (result.holding_id,)).fetchone()\\n asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (result.asset_id,)).fetchone()\\n assert holding[\\\"quantity\\\"] == \\\"0.00000001\\\"\\n assert holding[\\\"legacy_snapshot_date\\\"] == \\\"2025-12-31\\\"\\n assert asset[\\\"coingecko_id\\\"] == \\\"cardano\\\"\\n assert audit_count(conn, \\\"initial_crypto_holding_snapshot\\\") == 1\\n assert result.warnings == []\\n\\n\\ndef test_add_coin_without_coingecko_id_creates_warning_and_preserves_decimal_text() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n\\n result = add_crypto_position(\\n conn,\\n coin_name=\\\"Synthetic Mystery\\\",\\n symbol=\\\"MYST\\\",\\n coingecko_id=None,\\n wallet_id=wallet_id,\\n quantity_text=\\\"0.00000001\\\",\\n effective_date=\\\"2025-12-31\\\",\\n operation_type=\\\"initial_snapshot_addition\\\",\\n note=\\\"synthetic uncertain mapping accepted\\\",\\n coingecko_status=\\\"missing_confirmed\\\",\\n confirm=True,\\n )\\n\\n stored = conn.execute(\\\"SELECT quantity FROM crypto_holdings WHERE crypto_holding_id=?\\\", (result.holding_id,)).fetchone()[\\\"quantity\\\"]\\n assert stored == \\\"0.00000001\\\"\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_coingecko_id'\\\").fetchone()[\\\"c\\\"] >= 1\\n assert \\\"missing_coingecko_id\\\" in result.warnings\\n\\n\\ndef test_manual_adjustment_requires_note_and_records_old_new_values() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n added = add_crypto_position(\\n conn,\\n coin_name=\\\"Synthetic Bitcoin\\\",\\n symbol=\\\"BTC\\\",\\n coingecko_id=\\\"bitcoin\\\",\\n wallet_id=wallet_id,\\n quantity_text=\\\"1.25\\\",\\n effective_date=\\\"2025-12-31\\\",\\n operation_type=\\\"initial_snapshot_addition\\\",\\n note=\\\"synthetic initial\\\",\\n confirm=True,\\n )\\n\\n with pytest.raises(ValueError, match=\\\"note\\\"):\\n adjust_crypto_position(\\n conn,\\n asset_id=added.asset_id,\\n wallet_id=wallet_id,\\n new_quantity_text=\\\"1.30\\\",\\n effective_date=\\\"2026-01-15\\\",\\n note=\\\"\\\",\\n confirm=True,\\n )\\n\\n txid = adjust_crypto_position(\\n conn,\\n asset_id=added.asset_id,\\n wallet_id=wallet_id,\\n new_quantity_text=\\\"1.30\\\",\\n effective_date=\\\"2026-01-15\\\",\\n note=\\\"synthetic correction note\\\",\\n confirm=True,\\n ).transaction_id\\n\\n holdings = calculate_crypto_holdings(conn)\\n assert holdings.wallet_holdings[(wallet_id, added.asset_id)].quantity == Decimal(\\\"1.30\\\")\\n audit = conn.execute(\\\"SELECT old_values_json, new_values_json FROM audit_log WHERE entity_id=? AND action='crypto_manual_adjustment'\\\", (txid,)).fetchone()\\n assert '\\\"quantity\\\": \\\"1.25\\\"' in audit[\\\"old_values_json\\\"]\\n assert '\\\"quantity\\\": \\\"1.30\\\"' in audit[\\\"new_values_json\\\"]\\n\\n\\ndef test_reduce_to_zero_preserves_holding_row_without_delete_and_blocks_negative() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n added = add_crypto_position(\\n conn,\\n coin_name=\\\"Synthetic Ether\\\",\\n symbol=\\\"ETH\\\",\\n coingecko_id=\\\"ethereum\\\",\\n wallet_id=wallet_id,\\n quantity_text=\\\"2\\\",\\n effective_date=\\\"2025-12-31\\\",\\n operation_type=\\\"initial_snapshot_addition\\\",\\n note=\\\"synthetic initial\\\",\\n confirm=True,\\n )\\n\\n reduce_crypto_position(\\n conn,\\n asset_id=added.asset_id,\\n wallet_id=wallet_id,\\n reduction_quantity_text=\\\"2\\\",\\n effective_date=\\\"2026-02-01\\\",\\n note=\\\"synthetic remove via adjustment\\\",\\n confirm=True,\\n )\\n\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM crypto_holdings WHERE asset_id=? AND wallet_id=?\\\", (added.asset_id, wallet_id)).fetchone()[\\\"c\\\"] == 1\\n assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, added.asset_id)].quantity == Decimal(\\\"0\\\")\\n\\n with pytest.raises(ValueError, match=\\\"negative\\\"):\\n reduce_crypto_position(\\n conn,\\n asset_id=added.asset_id,\\n wallet_id=wallet_id,\\n reduction_quantity_text=\\\"0.00000001\\\",\\n effective_date=\\\"2026-02-01\\\",\\n note=\\\"synthetic over reduce\\\",\\n confirm=True,\\n )\\n\\n\\ndef test_validations_reject_bad_amounts_wallets_and_unconfirmed_writes() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n\\n with pytest.raises(ValueError, match=\\\"quantity\\\"):\\n add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"0\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n with pytest.raises(ValueError, match=\\\"wallet\\\"):\\n add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=\\\"\\\", quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n with pytest.raises(ValueError, match=\\\"symbol\\\"):\\n add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n with pytest.raises(ValueError, match=\\\"confirm\\\"):\\n add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=False)\\n\\n\\ndef test_crypto_management_options_include_manual_review_list() -> None:\\n conn = setup_conn()\\n options = get_crypto_management_options(conn)\\n assert \\\"ADA Cardano\\\" in CRYPTO_MANUAL_REVIEW_COIN_LABELS\\n assert \\\"USTC Terra Classic\\\" in options[\\\"manual_review_coin_labels\\\"]\\n assert options[\\\"wallets\\\"] == []\\n\\n\\ndef test_manual_adjustment_transaction_type_is_used_by_holding_calculation() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n asset = add_crypto_position(\\n conn,\\n coin_name=\\\"Synthetic Solana\\\",\\n symbol=\\\"SOL\\\",\\n coingecko_id=\\\"solana\\\",\\n wallet_id=wallet_id,\\n quantity_text=\\\"1\\\",\\n effective_date=\\\"2025-12-31\\\",\\n operation_type=\\\"initial_snapshot_addition\\\",\\n note=\\\"synthetic initial\\\",\\n confirm=True,\\n ).asset_id\\n\\n adjust_crypto_position(conn, asset_id=asset, wallet_id=wallet_id, new_quantity_text=\\\"1.00000001\\\", effective_date=\\\"2026-01-01\\\", note=\\\"synthetic tiny correction\\\", confirm=True)\\n\\n assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, asset)].quantity == Decimal(\\\"1.00000001\\\")\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='crypto_manual_adjustment'\\\").fetchone()[\\\"c\\\"] == 1\\n\"}"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from pathlib import Path\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.config.settings import ensure_runtime_dirs, find_repo_root, load_settings\\n 7|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 8|from jarvis_finance.dashboard.pages import PAGES\\n 9|from jarvis_finance.storage.database import connect\\n 10|from jarvis_finance.storage.migrations import apply_migrations\\n 11|\\n 12|\\n 13|def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n 14| if not db_path.exists():\\n 15| return None\\n 16| conn = connect(db_path)\\n 17| apply_migrations(conn)\\n 18| return conn\\n 19|\\n 20|\\n 21|def create_demo_db(db_path: Path) -> None:\\n 22| db_path.parent.mkdir(parents=True, exist_ok=True)\\n 23| conn = connect(db_path)\\n 24| try:\\n 25| load_synthetic_demo_data(conn)\\n 26| finally:\\n 27| conn.close()\\n 28|\\n 29|\\n 30|def run_app() -> None:\\n 31| import streamlit as st\\n 32|\\n 33| st.set_page_config(page_title=\\\"JARVIS Finance MVP\\\", layout=\\\"wide\\\")\\n 34| st.sidebar.title(\\\"JARVIS Finance\\\")\\n 35| st.sidebar.caption(\\\"MVP: lokal, synthetisch, read-first\\\")\\n 36|\\n 37| try:\\n 38| repo_root = find_repo_root()\\n 39| settings = load_settings(repo_root=repo_root)\\n 40| except Exception as exc:\\n 41| st.error(f\\\"Settings-/Runtime-Ladeprüfung fehlgeschlagen: {exc}\\\")\\n 42| st.info(\\\"Prüfe JARVIS_FINANCE_RUNTIME_DIR. Runtime muss ausserhalb des Repos liegen.\\\")\\n 43| return\\n 44|\\n 45| ensure_runtime_dirs(settings)\\n 46| db_path = settings.db_path\\n 47| conn = safe_connect_existing_db(db_path)\\n 48|\\n 49| if conn is None:\\n 50| st.title(\\\"JARVIS Finance Dashboard\\\")\\n 51| st.error(f\\\"Keine lokale SQLite-DB gefunden: {db_path}\\\")\\n 52| st.info(\\\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\\\")\\n 53| st.caption(\\\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\\\")\\n 54| if st.button(\\\"Synthetische Dummy-DB jetzt erstellen\\\", type=\\\"primary\\\"):\\n 55| create_demo_db(db_path)\\n 56| st.success(\\\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\\\")\\n 57| return\\n 58|\\n 59| try:\\n 60| page_names = [page.PAGE_TITLE for page in PAGES]\\n 61| selected = st.sidebar.radio(\\\"Navigation\\\", page_names, index=0)\\n 62| st.sidebar.write(f\\\"DB: `{db_path}`\\\")\\n 63| st.sidebar.warning(\\\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache.\\\")\\n 64| page = PAGES[page_names.index(selected)]\\n 65| page.render(st, conn)\\n 66| finally:\\n 67| conn.close()\\n 68|\\n 69|\\n 70|if __name__ == \\\"__main__\\\":\\n 71| run_app()\\n 72|\", \"total_lines\": 71, \"file_size\": 2473, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\",\"content\":\"from __future__ import annotations\\n\\nfrom dataclasses import dataclass, field\\nfrom decimal import Decimal, InvalidOperation\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.audit.log import record_audit_event\\nfrom jarvis_finance.crypto.assets import create_crypto_asset\\nfrom jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\nfrom jarvis_finance.imports.common import stable_id, utc_now\\nfrom jarvis_finance.quality.alerts import create_alert\\n\\nCRYPTO_MANUAL_REVIEW_COIN_LABELS = [\\n \\\"ADA Cardano\\\",\\n \\\"Amp\\\",\\n \\\"Avalanche AVAX\\\",\\n \\\"Bitcoin BTC\\\",\\n \\\"Chainlink\\\",\\n \\\"DOGE\\\",\\n \\\"Decentraland MANA\\\",\\n \\\"Ethereum ETH\\\",\\n \\\"HIGH Highstreet\\\",\\n \\\"IOTA IOT\\\",\\n \\\"LUNA Terra\\\",\\n \\\"LUNC Terra Classic\\\",\\n \\\"NETVR\\\",\\n \\\"NuCypher NU\\\",\\n \\\"Ox ZRX\\\",\\n \\\"Polygon MATIC\\\",\\n \\\"Ripple XRP\\\",\\n \\\"SAND The Sandbox\\\",\\n \\\"SAROS\\\",\\n \\\"SKY\\\",\\n \\\"SOL Solana\\\",\\n \\\"Sundae\\\",\\n \\\"USTC Terra Classic\\\",\\n]\\n\\nVALID_ADD_TYPES = {\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"}\\n\\n\\n@dataclass(frozen=True)\\nclass CryptoManageResult:\\n asset_id: str\\n wallet_id: str\\n holding_id: str | None = None\\n transaction_id: str | None = None\\n warnings: list[str] = field(default_factory=list)\\n\\n\\ndef parse_decimal_text(value: str, *, field_name: str = \\\"quantity\\\") -> Decimal:\\n text = str(value).strip()\\n if not text:\\n raise ValueError(f\\\"{field_name} is required\\\")\\n try:\\n dec = Decimal(text)\\n except (InvalidOperation, ValueError) as exc:\\n raise ValueError(f\\\"{field_name} must be a Decimal string\\\") from exc\\n if not dec.is_finite():\\n raise ValueError(f\\\"{field_name} must be finite\\\")\\n return dec\\n\\n\\ndef decimal_text(value: Decimal) -> str:\\n return format(value, \\\"f\\\")\\n\\n\\ndef _require_confirm(confirm: bool) -> None:\\n if not confirm:\\n raise ValueError(\\\"explicit confirm is required before saving\\\")\\n\\n\\ndef _require_date(effective_date: str) -> str:\\n text = str(effective_date).strip()\\n if not text:\\n raise ValueError(\\\"date is required\\\")\\n # Keep validation intentionally simple and deterministic; Streamlit date_input supplies ISO dates.\\n parts = text.split(\\\"-\\\")\\n if len(parts) != 3 or not all(part.isdigit() for part in parts):\\n raise ValueError(\\\"date must be ISO YYYY-MM-DD\\\")\\n return text\\n\\n\\ndef _require_wallet(conn: Connection, wallet_id: str) -> str:\\n wallet_id = str(wallet_id).strip()\\n if not wallet_id:\\n raise ValueError(\\\"wallet is required\\\")\\n row = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n if row is None:\\n raise ValueError(\\\"wallet not found\\\")\\n return wallet_id\\n\\n\\ndef _require_coin_fields(coin_name: str, symbol: str) -> tuple[str, str]:\\n coin_name = str(coin_name).strip()\\n symbol = str(symbol).strip().upper()\\n if not coin_name:\\n raise ValueError(\\\"coin name is required\\\")\\n if not symbol:\\n raise ValueError(\\\"symbol is required\\\")\\n return coin_name, symbol\\n\\n\\ndef _require_note(note: str, *, reason: str) -> str:\\n note = str(note or \\\"\\\").strip()\\n if not note:\\n raise ValueError(f\\\"note is required for {reason}\\\")\\n return note\\n\\n\\ndef _find_asset(conn: Connection, *, coin_name: str, symbol: str, coingecko_id: str | None) -> str | None:\\n if coingecko_id:\\n row = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id=?\\\", (coingecko_id.strip(),)).fetchone()\\n if row:\\n return row[\\\"asset_id\\\"]\\n row = conn.execute(\\n \\\"SELECT asset_id FROM crypto_assets WHERE lower(coin_name)=lower(?) AND upper(symbol)=upper(?)\\\",\\n (coin_name, symbol),\\n ).fetchone()\\n return row[\\\"asset_id\\\"] if row else None\\n\\n\\ndef _ensure_asset(\\n conn: Connection,\\n *,\\n coin_name: str,\\n symbol: str,\\n coingecko_id: str | None,\\n coingecko_status: str,\\n note: str | None,\\n) -> tuple[str, list[str]]:\\n warnings: list[str] = []\\n cg = coingecko_id.strip() if coingecko_id and coingecko_id.strip() else None\\n existing = _find_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg)\\n if existing:\\n asset_id = existing\\n else:\\n asset_id = create_crypto_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg, notes=note)\\n if not cg:\\n warnings.append(\\\"missing_coingecko_id\\\")\\n if coingecko_status in {\\\"missing_confirmed\\\", \\\"uncertain\\\"}:\\n rule = \\\"crypto_coingecko_mapping_uncertain\\\" if coingecko_status == \\\"uncertain\\\" else \\\"missing_coingecko_id\\\"\\n create_alert(\\n conn,\\n priority=\\\"warnung\\\",\\n category=\\\"crypto\\\",\\n entity_type=\\\"crypto_asset\\\",\\n entity_id=asset_id,\\n rule_id=rule,\\n message=\\\"Crypto asset CoinGecko mapping needs manual confirmation.\\\",\\n evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name, \\\"coingecko_status\\\": coingecko_status},\\n fingerprint=coingecko_status,\\n )\\n conn.commit()\\n if rule not in warnings:\\n warnings.append(rule)\\n return asset_id, warnings\\n\\n\\ndef current_wallet_asset_quantity(conn: Connection, *, wallet_id: str, asset_id: str) -> Decimal:\\n result = calculate_crypto_holdings(conn)\\n holding = result.wallet_holdings.get((wallet_id, asset_id))\\n return holding.quantity if holding else Decimal(\\\"0\\\")\\n\\n\\ndef _insert_manual_adjustment_transaction(\\n conn: Connection,\\n *,\\n asset_id: str,\\n wallet_id: str,\\n delta: Decimal,\\n effective_date: str,\\n note: str,\\n) -> str:\\n if delta == 0:\\n raise ValueError(\\\"manual adjustment delta must not be zero\\\")\\n now = utc_now()\\n qty = abs(delta)\\n tx_id = stable_id(\\\"cryptotx\\\", \\\"manual_adjustment\\\", asset_id, wallet_id, decimal_text(delta), effective_date, now)\\n from_wallet_id = wallet_id if delta < 0 else None\\n to_wallet_id = wallet_id if delta > 0 else None\\n conn.execute(\\n \\\"\\\"\\\"\\n INSERT INTO crypto_transactions(\\n crypto_transaction_id, transaction_type, asset_id, quantity,\\n from_wallet_id, to_wallet_id, transaction_datetime, source,\\n confirmation_status, parse_confidence, notes, created_at\\n ) VALUES (?, 'manual_adjustment', ?, ?, ?, ?, ?, 'manual_dashboard', 'confirmed', 1, ?, ?)\\n \\\"\\\"\\\",\\n (tx_id, asset_id, decimal_text(qty), from_wallet_id, to_wallet_id, effective_date, note, now),\\n )\\n return tx_id\\n\\n\\ndef add_crypto_position(\\n conn: Connection,\\n *,\\n coin_name: str,\\n symbol: str,\\n wallet_id: str,\\n quantity_text: str,\\n effective_date: str,\\n operation_type: str,\\n note: str,\\n confirm: bool,\\n coingecko_id: str | None = None,\\n coingecko_status: str = \\\"selected\\\",\\n) -> CryptoManageResult:\\n _require_confirm(confirm)\\n if operation_type not in VALID_ADD_TYPES:\\n raise ValueError(\\\"unsupported crypto management operation type\\\")\\n if operation_type == \\\"crypto_buy\\\":\\n raise ValueError(\\\"crypto_buy requires the dedicated ledger buy workflow; use manual_adjustment or initial_snapshot_addition in this MVP\\\")\\n effective_date = _require_date(effective_date)\\n wallet_id = _require_wallet(conn, wallet_id)\\n coin_name, symbol = _require_coin_fields(coin_name, symbol)\\n quantity = parse_decimal_text(quantity_text)\\n if quantity <= 0:\\n raise ValueError(\\\"quantity must be > 0\\\")\\n if operation_type == \\\"manual_adjustment\\\":\\n note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n else:\\n note = str(note or \\\"\\\").strip() or \\\"manual initial snapshot addition\\\"\\n asset_id, warnings = _ensure_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=coingecko_id, coingecko_status=coingecko_status, note=note)\\n existing_holding = conn.execute(\\n \\\"SELECT crypto_holding_id FROM crypto_holdings WHERE asset_id=? AND wallet_id=?\\\",\\n (asset_id, wallet_id),\\n ).fetchone()\\n if operation_type == \\\"initial_snapshot_addition\\\":\\n if existing_holding:\\n raise ValueError(\\\"initial snapshot addition would overwrite an existing holding; use manual_adjustment\\\")\\n holding_id = create_initial_holding_snapshot(\\n conn,\\n asset_id=asset_id,\\n wallet_id=wallet_id,\\n quantity=quantity,\\n verification_status=\\\"verified\\\",\\n last_verified_at=effective_date,\\n legacy_snapshot_date=effective_date,\\n note=note,\\n )\\n return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, holding_id=holding_id, warnings=warnings)\\n before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=quantity, effective_date=effective_date, note=note)\\n after = before + quantity\\n record_audit_event(\\n conn,\\n source=\\\"crypto_manage\\\",\\n action=\\\"crypto_manual_adjustment\\\",\\n entity_type=\\\"crypto_transaction\\\",\\n entity_id=tx_id,\\n old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(after), \\\"delta\\\": decimal_text(quantity)},\\n user_text_note=note,\\n confirmed=True,\\n created_by=\\\"dashboard\\\",\\n )\\n conn.commit()\\n return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id, warnings=warnings)\\n\\n\\ndef adjust_crypto_position(\\n conn: Connection,\\n *,\\n asset_id: str,\\n wallet_id: str,\\n new_quantity_text: str,\\n effective_date: str,\\n note: str,\\n confirm: bool,\\n) -> CryptoManageResult:\\n _require_confirm(confirm)\\n effective_date = _require_date(effective_date)\\n wallet_id = _require_wallet(conn, wallet_id)\\n note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n new_quantity = parse_decimal_text(new_quantity_text, field_name=\\\"new quantity\\\")\\n if new_quantity < 0:\\n raise ValueError(\\\"new quantity must be >= 0\\\")\\n asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n if asset is None:\\n raise ValueError(\\\"asset not found\\\")\\n before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n delta = new_quantity - before\\n if before + delta < 0:\\n raise ValueError(\\\"negative holding blocked\\\")\\n tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=delta, effective_date=effective_date, note=note)\\n record_audit_event(\\n conn,\\n source=\\\"crypto_manage\\\",\\n action=\\\"crypto_manual_adjustment\\\",\\n entity_type=\\\"crypto_transaction\\\",\\n entity_id=tx_id,\\n old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(new_quantity), \\\"delta\\\": decimal_text(delta)},\\n user_text_note=note,\\n confirmed=True,\\n created_by=\\\"dashboard\\\",\\n )\\n if before != 0 and (new_quantity / before >= Decimal(\\\"10\\\") or new_quantity == 0):\\n create_alert(\\n conn,\\n priority=\\\"hinweis\\\",\\n category=\\\"crypto\\\",\\n entity_type=\\\"crypto_transaction\\\",\\n entity_id=tx_id,\\n rule_id=\\\"crypto_manual_adjustment_review\\\",\\n message=\\\"Manual crypto adjustment should be reviewed because it materially changes the holding.\\\",\\n evidence={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id},\\n fingerprint=\\\"manual_adjustment_review\\\",\\n )\\n conn.commit()\\n return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id)\\n\\n\\ndef reduce_crypto_position(\\n conn: Connection,\\n *,\\n asset_id: str,\\n wallet_id: str,\\n reduction_quantity_text: str,\\n effective_date: str,\\n note: str,\\n confirm: bool,\\n) -> CryptoManageResult:\\n _require_confirm(confirm)\\n reduction = parse_decimal_text(reduction_quantity_text, field_name=\\\"reduction quantity\\\")\\n if reduction <= 0:\\n raise ValueError(\\\"reduction quantity must be > 0\\\")\\n current = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n new_quantity = current - reduction\\n if new_quantity < 0:\\n raise ValueError(\\\"negative holding blocked\\\")\\n return adjust_crypto_position(\\n conn,\\n asset_id=asset_id,\\n wallet_id=wallet_id,\\n new_quantity_text=decimal_text(new_quantity),\\n effective_date=effective_date,\\n note=note,\\n confirm=confirm,\\n )\\n\\n\\ndef get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n wallets = [\\n {\\\"wallet_id\\\": row[\\\"wallet_id\\\"], \\\"wallet_name\\\": row[\\\"wallet_name\\\"], \\\"wallet_type\\\": row[\\\"wallet_type\\\"]}\\n for row in conn.execute(\\\"SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets WHERE is_active=1 ORDER BY wallet_name\\\").fetchall()\\n ]\\n assets = [\\n {\\\"asset_id\\\": row[\\\"asset_id\\\"], \\\"coin_name\\\": row[\\\"coin_name\\\"], \\\"symbol\\\": row[\\\"symbol\\\"], \\\"coingecko_id\\\": row[\\\"coingecko_id\\\"] or \\\"\\\"}\\n for row in conn.execute(\\\"SELECT asset_id, coin_name, symbol, coingecko_id FROM crypto_assets WHERE is_active=1 ORDER BY coin_name, symbol\\\").fetchall()\\n ]\\n holdings = [\\n {\\n \\\"asset_id\\\": row[\\\"asset_id\\\"],\\n \\\"wallet_id\\\": row[\\\"wallet_id\\\"],\\n \\\"coin_name\\\": row[\\\"coin_name\\\"],\\n \\\"symbol\\\": row[\\\"symbol\\\"],\\n \\\"wallet_name\\\": row[\\\"wallet_name\\\"],\\n \\\"quantity\\\": row[\\\"quantity\\\"],\\n }\\n for row in conn.execute(\\n \\\"\\\"\\\"\\n SELECT h.asset_id, h.wallet_id, a.coin_name, a.symbol, w.wallet_name, h.quantity\\n FROM crypto_holdings h\\n JOIN crypto_assets a ON a.asset_id=h.asset_id\\n JOIN crypto_wallets w ON w.wallet_id=h.wallet_id\\n ORDER BY a.coin_name, w.wallet_name\\n \\\"\\\"\\\"\\n ).fetchall()\\n ]\\n return {\\n \\\"wallets\\\": wallets,\\n \\\"assets\\\": assets,\\n \\\"holdings\\\": holdings,\\n \\\"manual_review_coin_labels\\\": list(CRYPTO_MANUAL_REVIEW_COIN_LABELS),\\n }\\n\"}"
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"arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/holdings.py\",\"old_string\":\" elif t == \\\"fee\\\":\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\",\"new_string\":\" elif t == \\\"fee\\\":\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n elif t == \\\"manual_adjustment\\\":\\n if row[\\\"to_wallet_id\\\"]:\\n _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n elif row[\\\"from_wallet_id\\\"]:\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\",\"replace_all\":false}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/holdings.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/holdings.py\\n@@ -135,6 +135,11 @@\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n elif t == \\\"fee\\\":\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n+ elif t == \\\"manual_adjustment\\\":\\n+ if row[\\\"to_wallet_id\\\"]:\\n+ _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n+ elif row[\\\"from_wallet_id\\\"]:\\n+ _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n if not asset[\\\"coingecko_id\\\"]:\\n msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/holdings.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom datetime import date\\n\\nfrom jarvis_finance.crypto.manage import (\\n add_crypto_position,\\n adjust_crypto_position,\\n get_crypto_management_options,\\n reduce_crypto_position,\\n)\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Crypto Manage\\\"\\n\\n\\ndef _option_label(row: dict[str, str]) -> str:\\n if \\\"wallet_name\\\" in row and \\\"coin_name\\\" in row:\\n return f\\\"{row['coin_name']} ({row['symbol']}) / {row['wallet_name']}\\\"\\n if \\\"wallet_name\\\" in row:\\n return f\\\"{row['wallet_name']} [{row.get('wallet_type', '')}]\\\"\\n return f\\\"{row['coin_name']} ({row['symbol']})\\\"\\n\\n\\ndef _selected_row(rows: list[dict[str, str]], label: str | None) -> dict[str, str] | None:\\n if not label:\\n return None\\n for row in rows:\\n if _option_label(row) == label:\\n return row\\n return None\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Crypto Manage\\\")\\n st.caption(\\\"Auditierbare manuelle Crypto-Ergänzungen. Keine Live-API-Abfragen beim Rendern; CoinGecko-Mapping ist manuell zu bestätigen.\\\")\\n st.warning(\\\"Sicherheitsregel: Bestände werden nicht still gelöscht oder überschrieben. Änderungen laufen über Initial-Snapshot-Ergänzungen oder manual_adjustment mit Audit-Log.\\\")\\n\\n options = get_crypto_management_options(conn)\\n wallets = options[\\\"wallets\\\"]\\n holdings = options[\\\"holdings\\\"]\\n wallet_labels = [_option_label(row) for row in wallets]\\n holding_labels = [_option_label(row) for row in holdings]\\n\\n tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Entfernen\\\", \\\"Korrigieren\\\", \\\"Nachtragsliste\\\"])\\n\\n with tabs[0]:\\n st.subheader(\\\"Coin/Bestand hinzufügen\\\")\\n st.info(\\\"Symbol allein wird nie automatisch eindeutig behandelt. Wähle/erfasse CoinGecko-ID bewusst oder speichere ohne ID mit Warnung.\\\")\\n coin_name = st.text_input(\\\"Coin-Name\\\", key=\\\"crypto_manage_add_coin_name\\\")\\n symbol = st.text_input(\\\"Symbol\\\", key=\\\"crypto_manage_add_symbol\\\")\\n coingecko_id = st.text_input(\\\"CoinGecko-ID (optional/manuell bestätigt)\\\", key=\\\"crypto_manage_add_cg\\\")\\n coingecko_status = st.selectbox(\\\"CoinGecko-Mapping-Status\\\", [\\\"selected\\\", \\\"uncertain\\\", \\\"missing_confirmed\\\"], key=\\\"crypto_manage_add_cg_status\\\")\\n wallet_label = st.selectbox(\\\"Wallet\\\", wallet_labels, key=\\\"crypto_manage_add_wallet\\\") if wallet_labels else None\\n quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"crypto_manage_add_qty\\\")\\n op_type = st.selectbox(\\\"Typ\\\", [\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"], key=\\\"crypto_manage_add_type\\\")\\n default_day = date(2025, 12, 31) if op_type == \\\"initial_snapshot_addition\\\" else date.today()\\n effective_date = st.date_input(\\\"Datum\\\", value=default_day, key=\\\"crypto_manage_add_date\\\")\\n note = st.text_area(\\\"Notiz (Pflicht bei manual_adjustment; empfohlen bei unsicherem Mapping)\\\", key=\\\"crypto_manage_add_note\\\")\\n confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"crypto_manage_add_confirm\\\")\\n st.write({\\n \\\"Aktion\\\": op_type,\\n \\\"Coin\\\": coin_name,\\n \\\"Symbol\\\": symbol,\\n \\\"CoinGecko-ID\\\": coingecko_id or \\\"\\\",\\n \\\"Wallet\\\": wallet_label,\\n \\\"Datum\\\": str(effective_date),\\n \\\"Hinweis\\\": \\\"Keine Massenänderung; Speicherung erst nach Bestätigung.\\\",\\n })\\n if st.button(\\\"Bestätigt speichern\\\", key=\\\"crypto_manage_add_save\\\", type=\\\"primary\\\"):\\n try:\\n wallet = _selected_row(wallets, wallet_label)\\n result = add_crypto_position(\\n conn,\\n coin_name=coin_name or \\\"\\\",\\n symbol=symbol or \\\"\\\",\\n coingecko_id=coingecko_id or None,\\n coingecko_status=coingecko_status or \\\"selected\\\",\\n wallet_id=wallet[\\\"wallet_id\\\"] if wallet else \\\"\\\",\\n quantity_text=quantity or \\\"\\\",\\n effective_date=str(effective_date),\\n operation_type=op_type,\\n note=note or \\\"\\\",\\n confirm=bool(confirm),\\n )\\n st.success(\\\"Änderung gespeichert und auditierbar erfasst.\\\")\\n st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id, \\\"warnings\\\": result.warnings})\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n\\n with tabs[1]:\\n st.subheader(\\\"Coin/Bestand entfernen — via manual_adjustment, nicht löschen\\\")\\n st.warning(\\\"Historie bleibt erhalten. Es wird nichts still gelöscht; die Reduktion wird als bestätigte Korrektur erfasst.\\\")\\n holding_label = st.selectbox(\\\"Bestand\\\", holding_labels, key=\\\"crypto_manage_reduce_holding\\\") if holding_labels else None\\n reduction_mode = st.radio(\\\"Aktion\\\", [\\\"Bestand auf 0 setzen\\\", \\\"Teilmenge reduzieren\\\"], key=\\\"crypto_manage_reduce_mode\\\")\\n reduction_quantity = st.text_input(\\\"Teilmenge als Decimal-Text\\\", key=\\\"crypto_manage_reduce_qty\\\")\\n effective_date = st.date_input(\\\"Datum\\\", value=date.today(), key=\\\"crypto_manage_reduce_date\\\")\\n note = st.text_area(\\\"Notiz / Grund (Pflicht)\\\", key=\\\"crypto_manage_reduce_note\\\")\\n confirm = st.checkbox(\\\"Ich bestätige diese Reduktion\\\", key=\\\"crypto_manage_reduce_confirm\\\")\\n selected = _selected_row(holdings, holding_label)\\n st.write({\\\"Aktion\\\": reduction_mode, \\\"Bestand\\\": holding_label, \\\"Datum\\\": str(effective_date), \\\"Historie\\\": \\\"bleibt erhalten\\\"})\\n if st.button(\\\"Reduktion bestätigt speichern\\\", key=\\\"crypto_manage_reduce_save\\\"):\\n try:\\n if not selected:\\n raise ValueError(\\\"holding selection is required\\\")\\n qty = selected[\\\"quantity\\\"] if reduction_mode == \\\"Bestand auf 0 setzen\\\" else (reduction_quantity or \\\"\\\")\\n result = reduce_crypto_position(\\n conn,\\n asset_id=selected[\\\"asset_id\\\"],\\n wallet_id=selected[\\\"wallet_id\\\"],\\n reduction_quantity_text=qty,\\n effective_date=str(effective_date),\\n note=note or \\\"\\\",\\n confirm=bool(confirm),\\n )\\n st.success(\\\"Reduktion als manual_adjustment gespeichert.\\\")\\n st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id})\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n\\n with tabs[2]:\\n st.subheader(\\\"Coin/Bestand korrigieren\\\")\\n holding_label = st.selectbox(\\\"Bestehender Bestand\\\", holding_labels, key=\\\"crypto_manage_adjust_holding\\\") if holding_labels else None\\n new_quantity = st.text_input(\\\"Neue Menge als Decimal-Text\\\", key=\\\"crypto_manage_adjust_new_qty\\\")\\n effective_date = st.date_input(\\\"Datum\\\", value=date.today(), key=\\\"crypto_manage_adjust_date\\\")\\n note = st.text_area(\\\"Notiz / Grund (Pflicht)\\\", key=\\\"crypto_manage_adjust_note\\\")\\n confirm = st.checkbox(\\\"Ich bestätige diese Korrektur\\\", key=\\\"crypto_manage_adjust_confirm\\\")\\n selected = _selected_row(holdings, holding_label)\\n st.write({\\\"Aktion\\\": \\\"manual_adjustment\\\", \\\"Bestand\\\": holding_label, \\\"Neue Menge\\\": new_quantity, \\\"Datum\\\": str(effective_date)})\\n if st.button(\\\"Korrektur bestätigt speichern\\\", key=\\\"crypto_manage_adjust_save\\\"):\\n try:\\n if not selected:\\n raise ValueError(\\\"holding selection is required\\\")\\n result = adjust_crypto_position(\\n conn,\\n asset_id=selected[\\\"asset_id\\\"],\\n wallet_id=selected[\\\"wallet_id\\\"],\\n new_quantity_text=new_quantity or \\\"\\\",\\n effective_date=str(effective_date),\\n note=note or \\\"\\\",\\n confirm=bool(confirm),\\n )\\n st.success(\\\"Korrektur als manual_adjustment gespeichert.\\\")\\n st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id})\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n\\n with tabs[3]:\\n st.subheader(\\\"Ausgelassene/manuell zu prüfende Coins\\\")\\n st.caption(\\\"Reminder-Liste aus dem Initial-Snapshot-Dry-Run. Diese Coins werden nicht automatisch importiert.\\\")\\n show_table(st, [{\\\"coin_label\\\": label, \\\"status\\\": \\\"manual_review\\\"} for label in options[\\\"manual_review_coin_labels\\\"]])\\n\\n st.subheader(\\\"Aktuelle Crypto-Bestände nach lokaler DB\\\")\\n show_table(st, data.get_crypto_by_wallet(conn))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py\"}"
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"arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\",\"old_string\":\"from . import page_11_settings_data_quality\\n\\nPAGES = [\",\"new_string\":\"from . import page_11_settings_data_quality\\nfrom . import page_12_crypto_manage\\n\\nPAGES = [\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\\n@@ -12,6 +12,7 @@\\n from . import page_09_alerts\\n from . import page_10_audit\\n from . import page_11_settings_data_quality\\n+from . import page_12_crypto_manage\\n \\n PAGES = [\\n page_00_command_center,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"id": "call_7YkLYHH3uLrOsIsiJEFvk4wp",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" page_10_audit,\\n page_11_settings_data_quality,\\n page_12_crypto_manage,\\n]\\n\",\"old_string\":\" page_10_audit,\\n page_11_settings_data_quality,\\n]\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\\n@@ -27,4 +27,5 @@\\n page_09_alerts,\\n page_10_audit,\\n page_11_settings_data_quality,\\n+ page_12_crypto_manage,\\n ]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"id": "rs_002041bba6e51fe5016a0632c6ba208191b49ec49f4551cfc2",
"summary": [
{
"type": "summary_text",
"text": "**Evaluating test requirements**\n\nI think I need to ensure that full tests are likely to pass. I should consider directly importing from 12 instead of using a file. Do I need a numbered page for Streamlit? It seems like the main module uses pages. I might need to run everything fully, compile it, and check for safety. Also, I should inspect the differences beforehand. There are a lot of details to think through!"
}
]
}
],
"tool_calls": [
{
"id": "call_5ASocAMCVx9SsDQ7BOdCrFle",
"call_id": "call_5ASocAMCVx9SsDQ7BOdCrFle",
"response_item_id": "fc_002041bba6e51fe5016a0632c91d608191bdec459acec26060",
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"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python -m compileall src tests && PYTHONPATH=src pytest tests -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nCompiling 'src/jarvis_finance/app.py'...\\nListing 'src/jarvis_finance/audit'...\\nCompiling 'src/jarvis_finance/audit/decorators.py'...\\nCompiling 'src/jarvis_finance/audit/validators.py'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nCompiling 'src/jarvis_finance/config/logging.py'...\\nListing 'src/jarvis_finance/crypto'...\\nCompiling 'src/jarvis_finance/crypto/validators.py'...\\nCompiling 'src/jarvis_finance/crypto/valuation.py'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nCompiling 'src/jarvis_finance/dashboard/components/charts.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/forms.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/warnings.py'...\\nCompiling 'src/jarvis_finance/dashboard/main.py'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nCompiling 'src/jarvis_finance/dashboard/pages/00_command_center.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/01_portfolio.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/02_platforms.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/03_equities_etfs.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/04_crypto.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/05_wallets.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/06_ledger.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/07_watchlist.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/08_reports.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/09_alerts.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/10_audit.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/11_settings_data_quality.py'...\\nListing 'src/jarvis_finance/fx'...\\nCompiling 'src/jarvis_finance/fx/__init__.py'...\\nCompiling 'src/jarvis_finance/fx/conversion.py'...\\nCompiling 'src/jarvis_finance/fx/overrides.py'...\\nCompiling 'src/jarvis_finance/fx/providers.py'...\\nCompiling 'src/jarvis_finance/fx/rates.py'...\\nListing 'src/jarvis_finance/imports'...\\nCompiling 'src/jarvis_finance/imports/validators.py'...\\nListing 'src/jarvis_finance/ledger'...\\nCompiling 'src/jarvis_finance/ledger/performance.py'...\\nCompiling 'src/jarvis_finance/ledger/transactions.py'...\\nCompiling 'src/jarvis_finance/ledger/validators.py'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nCompiling 'src/jarvis_finance/market_data/__init__.py'...\\nCompiling 'src/jarvis_finance/market_data/cache.py'...\\nCompiling 'src/jarvis_finance/market_data/coingecko.py'...\\nCompiling 'src/jarvis_finance/market_data/providers.py'...\\nCompiling 'src/jarvis_finance/market_data/staleness.py'...\\nListing 'src/jarvis_finance/models'...\\nCompiling 'src/jarvis_finance/models/__init__.py'...\\nCompiling 'src/jarvis_finance/models/datatypes.py'...\\nCompiling 'src/jarvis_finance/models/dto.py'...\\nCompiling 'src/jarvis_finance/models/enums.py'...\\nListing 'src/jarvis_finance/quality'...\\nCompiling 'src/jarvis_finance/quality/checks.py'...\\nCompiling 'src/jarvis_finance/quality/rules.py'...\\nListing 'src/jarvis_finance/reports'...\\nCompiling 'src/jarvis_finance/reports/__init__.py'...\\nCompiling 'src/jarvis_finance/reports/crypto_inventory.py'...\\nCompiling 'src/jarvis_finance/reports/crypto_pdf.py'...\\nCompiling 'src/jarvis_finance/reports/metadata.py'...\\nCompiling 'src/jarvis_finance/reports/render.py'...\\nListing 'src/jarvis_finance/reports/templates'...\\nCompiling 'src/jarvis_finance/reports/templates/__init__.py'...\\nListing 'src/jarvis_finance/storage'...\\nCompiling 'src/jarvis_finance/storage/repositories.py'...\\nCompiling 'src/jarvis_finance/storage/units_of_work.py'...\\nListing 'tests'...\\nCompiling 'tests/conftest.py'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nCompiling 'tests/integration/test_dummy_data_load.py'...\\nCompiling 'tests/integration/test_end_to_end_dummy_portfolio.py'...\\nListing 'tests/unit'...\\nCompiling 'tests/unit/test_audit.py'...\\nCompiling 'tests/unit/test_coingecko_provider.py'...\\nCompiling 'tests/unit/test_crypto.py'...\\nCompiling 'tests/unit/test_crypto_core.py'...\\nCompiling 'tests/unit/test_crypto_manage.py'...\\nCompiling 'tests/unit/test_crypto_report.py'...\\nCompiling 'tests/unit/test_csv_importers_extended.py'...\\nCompiling 'tests/unit/test_dashboard_mvp.py'...\\nCompiling 'tests/unit/test_fx.py'...\\nCompiling 'tests/unit/test_fx_logic.py'...\\nCompiling 'tests/unit/test_git_safety.py'...\\nCompiling 'tests/unit/test_importers_instruments.py'...\\nCompiling 'tests/unit/test_importers_platforms_accounts.py'...\\nCompiling 'tests/unit/test_imports.py'...\\nCompiling 'tests/unit/test_ledger_cash.py'...\\nCompiling 'tests/unit/test_ledger_cash_wac_positions.py'...\\nCompiling 'tests/unit/test_ledger_equities.py'...\\nCompiling 'tests/unit/test_market_alerts.py'...\\nCompiling 'tests/unit/test_quality.py'...\\nCompiling 'tests/unit/test_row_hash_dedup.py'...\\nCompiling 'tests/unit/test_schema.py'...\\nCompiling 'tests/unit/test_settings.py'...\\nCompiling 'tests/unit/test_transactions_importer.py'...\\n........................................................................ [ 81%]\\n................ [100%]\\n88 passed in 0.37s\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_5ASocAMCVx9SsDQ7BOdCrFle"
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{
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"reasoning": "**Considering git safety and cache**\n\nI need to clean the caches to ensure everything is tidy. Before that, it's probably a good idea to commit and check git status first; I want to stay on top of things! Also, I should look for any __pycache__ that might have been created and remove that. I think I’ll also check the diff to see if there are any changes that need my attention. Just being thorough!",
"finish_reason": "tool_calls",
"reasoning_content": "**Considering git safety and cache**\n\nI need to clean the caches to ensure everything is tidy. Before that, it's probably a good idea to commit and check git status first; I want to stay on top of things! Also, I should look for any __pycache__ that might have been created and remove that. I think I’ll also check the diff to see if there are any changes that need my attention. Just being thorough!",
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}
]
}
],
"tool_calls": [
{
"id": "call_YAK6gzS0t6ujZ9ILKlYLfQdV",
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"arguments": "{\"command\":\"set -euo pipefail\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"GIT_SAFETY_OK\\n M src/jarvis_finance/crypto/holdings.py\\n M src/jarvis_finance/dashboard/pages/__init__.py\\n M tests/unit/test_dashboard_mvp.py\\n?? src/jarvis_finance/crypto/manage.py\\n?? src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py\\n?? tests/unit/test_crypto_manage.py\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_YAK6gzS0t6ujZ9ILKlYLfQdV"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Validating report status**\n\nI think I need to check if there's no report available. It seems I might want to inspect the differences in a summary to ensure everything is accurate and clear. I'll take a moment to verify this to prevent any misunderstandings or inaccuracies. It’s important that I do this step so that I can provide the best information possible. Let’s see what I find when I take a closer look!",
"finish_reason": "tool_calls",
"reasoning_content": "**Validating report status**\n\nI think I need to check if there's no report available. It seems I might want to inspect the differences in a summary to ensure everything is accurate and clear. I'll take a moment to verify this to prevent any misunderstandings or inaccuracies. It’s important that I do this step so that I can provide the best information possible. Let’s see what I find when I take a closer look!",
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"summary": [
{
"type": "summary_text",
"text": "**Validating report status**\n\nI think I need to check if there's no report available. It seems I might want to inspect the differences in a summary to ensure everything is accurate and clear. I'll take a moment to verify this to prevent any misunderstandings or inaccuracies. It’s important that I do this step so that I can provide the best information possible. Let’s see what I find when I take a closer look!"
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"id": "call_YR7IZMQdZLbES6UAmtVOBCDT",
"call_id": "call_YR7IZMQdZLbES6UAmtVOBCDT",
"response_item_id": "fc_002041bba6e51fe5016a0632d340408191910cd1597668b9fc",
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"arguments": "{\"command\":\"git diff --stat && git diff -- src/jarvis_finance/crypto/manage.py src/jarvis_finance/crypto/holdings.py src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py tests/unit/test_crypto_manage.py | sed -n '1,260p'\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
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},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"src/jarvis_finance/crypto/holdings.py | 5 +++++\\n src/jarvis_finance/dashboard/pages/__init__.py | 2 ++\\n tests/unit/test_dashboard_mvp.py | 2 ++\\n 3 files changed, 9 insertions(+)\\ndiff --git a/src/jarvis_finance/crypto/holdings.py b/src/jarvis_finance/crypto/holdings.py\\nindex db24c08..1538037 100644\\n--- a/src/jarvis_finance/crypto/holdings.py\\n+++ b/src/jarvis_finance/crypto/holdings.py\\n@@ -135,6 +135,11 @@ def calculate_crypto_holdings(conn: Connection) -> CryptoHoldingsResult:\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n elif t == \\\"fee\\\":\\n _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n+ elif t == \\\"manual_adjustment\\\":\\n+ if row[\\\"to_wallet_id\\\"]:\\n+ _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n+ elif row[\\\"from_wallet_id\\\"]:\\n+ _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n if not asset[\\\"coingecko_id\\\"]:\\n msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_YR7IZMQdZLbES6UAmtVOBCDT"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
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"id": "rs_002041bba6e51fe5016a0633227a288191bd72e7ce857a006b",
"summary": [
{
"type": "summary_text",
"text": "**Resolving git push issues**\n\nI'm noting that the final report needs to address changes in files, not real values. The terminal indicates six files changed, but the stat excludes new files due earlier. I think I need to mention the commit hash fc67bb3 and note that the push failed due to lack of write access. It might be good to inform the user about needing a personal access token or SSH. I want to keep everything concise before marking this complete!"
}
]
}
],
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{
"id": "call_zfJLxFJ1mIiJkFpcaE8YePen",
"call_id": "call_zfJLxFJ1mIiJkFpcaE8YePen",
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Kurzbericht mit Ergebnissen, Commit, Push-Status liefern\",\"id\":\"report\",\"status\":\"completed\"}]}"
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{
"role": "tool",
"name": "todo",
"content": "{\"todos\": [{\"id\": \"inspect\", \"content\": \"Repo-/Dashboard-/Crypto-Modelle inspizieren und TDD-Teststellen bestimmen\", \"status\": \"completed\"}, {\"id\": \"red\", \"content\": \"Failing Tests für Crypto Manage Use-Cases schreiben und RED verifizieren\", \"status\": \"completed\"}, {\"id\": \"green\", \"content\": \"Service- und Dashboard-Code für auditierte Crypto-Änderungen implementieren\", \"status\": \"completed\"}, {\"id\": \"validate\", \"content\": \"Compile, pytest, Git-Safety, git status ausführen\", \"status\": \"completed\"}, {\"id\": \"commitpush\", \"content\": \"Commit durchgeführt; Push auf main versucht, aber Remote verweigert Schreibzugriff\", \"status\": \"completed\"}, {\"id\": \"report\", \"content\": \"Kurzbericht mit Ergebnissen, Commit, Push-Status liefern\", \"status\": \"completed\"}], \"summary\": {\"total\": 6, \"pending\": 0, \"in_progress\": 0, \"completed\": 6, \"cancelled\": 0}}",
"tool_call_id": "call_zfJLxFJ1mIiJkFpcaE8YePen"
},
{
"role": "assistant",
"content": "Erledigt, Sir — der MVP-Block **„Manuelle Crypto-Ergänzungs-UI“** ist lokal implementiert, getestet und committed. Push wurde versucht, aber GitHub verweigert aktuell den Schreibzugriff für das vorhandene Token. Natürlich genau der Moment, in dem GitHub beschließt, britische Zurückhaltung zu üben.\n\n## Implementierte UI-Funktionen\n\nNeue Dashboard-Seite: **Crypto Manage**\n\nFunktionen:\n\n- **Coin/Bestand hinzufügen**\n - Coin-Name, Symbol, CoinGecko-ID manuell erfassbar\n - CoinGecko-Mapping-Status:\n - `selected`\n - `uncertain`\n - `missing_confirmed`\n - Wallet-Auswahl\n - Decimal-Menge als Text\n - Datumsauswahl\n - Typ:\n - `initial_snapshot_addition`\n - `manual_adjustment`\n - `crypto_buy` sichtbar, aber im MVP bewusst blockiert zugunsten dediziertem Ledger-Buy-Workflow\n - explizite Bestätigung vor Speicherung\n - Audit-Log\n - Data-Quality-Warnung bei fehlender/unsicherer CoinGecko-ID\n\n- **Coin/Bestand entfernen**\n - kein Löschen\n - Reduktion läuft über `manual_adjustment`\n - Bestand auf 0 setzen möglich\n - Teilmenge reduzieren möglich\n - Notiz Pflicht\n - Audit-Log mit nachvollziehbarer Änderung\n\n- **Coin/Bestand korrigieren**\n - kein direktes Überschreiben\n - neue Menge wird in Differenz umgerechnet\n - Speicherung als `manual_adjustment`\n - Notiz Pflicht\n - Audit-Log mit `old_values` / `new_values`\n\n- **Nachtragsliste**\n - ausgelassene/manuell zu prüfende Coins sichtbar im Dashboard\n - keine automatische Importlogik\n - keine Mengen/Werte enthalten\n\n- **No-live-API**\n - Dashboard-Render macht keine CoinGecko/API-Abfrage\n - CoinGecko-Auswahl ist manuell vorbereitet, spätere Cache-/Suchintegration bleibt möglich\n\n## Wichtige Designentscheidungen\n\n- `crypto_holdings` wird nicht still überschrieben.\n- Initial-Snapshot-Ergänzung wird nur erlaubt, wenn für `asset_id + wallet_id` noch kein Holding existiert.\n- Korrekturen laufen über `crypto_transactions.transaction_type = manual_adjustment`.\n- Holding-Berechnung berücksichtigt jetzt `manual_adjustment`.\n- Mengen bleiben Decimal/Text; keine Float-Konvertierung.\n- Kleine Mengen wie `0.00000001` bleiben exakt erhalten.\n- `crypto_buy` ist in der UI vorbereitet, aber noch nicht als vereinfachtes Formular produktiv freigegeben, weil echte Buys sauber in den Cash-/Ledger-Kontext gehören.\n\n## Neue/geänderte Dateien\n\nNeu:\n\n- `src/jarvis_finance/crypto/manage.py`\n- `src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py`\n- `tests/unit/test_crypto_manage.py`\n\nGeändert:\n\n- `src/jarvis_finance/crypto/holdings.py`\n- `src/jarvis_finance/dashboard/pages/__init__.py`\n- `tests/unit/test_dashboard_mvp.py`\n\n## Neue Tests\n\nAbgedeckt:\n\n- Add Coin / Initial Snapshot Addition\n- Add Coin mit CoinGecko-ID\n- Add Coin ohne CoinGecko-ID erzeugt Warning\n- Decimal-Menge bleibt exakt\n- Manual Adjustment mit Notiz\n- Manual Adjustment ohne Notiz wird abgelehnt\n- Bestand auf 0 setzen ohne Löschen\n- negative Menge wird abgelehnt\n- Audit-Log bei bestätigter Änderung\n- `old_values` / `new_values` bei Korrektur\n- Dashboard-Module importieren sauber\n- Crypto Manage Page rendert im Dashboard-Smoke-Test\n- keine Live-API beim Crypto-Dashboard-Render bleibt abgedeckt\n\n## Validierung\n\nAusgeführt:\n\n```bash\nPYTHONPATH=src python -m compileall src tests\nPYTHONPATH=src pytest tests -q\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\ngit status\n```\n\nErgebnis:\n\n- Compile: **ok**\n- Tests: **88 passed**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status nach Commit: **clean, aber main ist 1 Commit vor origin/main**\n\n## Commit\n\n- Commit erstellt: **ja**\n- Commit-Hash: `fc67bb3`\n- Commit-Message: `feat: add audited crypto management dashboard`\n\n## Push-Status\n\n- Push auf `main` versucht: **ja**\n- Push erfolgreich: **nein**\n- Fehler: GitHub Remote meldet **Write access to repository not granted**\n- Lokaler Status: `main...origin/main [voraus 1]`\n\nDas heißt: Der Code ist lokal committed, aber noch nicht auf GitHub. Das aktuell verfügbare GitHub-Token hat offenbar keinen Schreibzugriff auf `Gamexgit/FinanceManager`.\n\n## Offene Risiken\n\n- Push benötigt gültige GitHub-Credentials mit Write-Rechten.\n- `crypto_buy` ist bewusst noch nicht vollständig als Dashboard-Formular aktiviert, weil dafür Ledger-/Cash-Kontext sauber geführt werden muss.\n- CoinGecko-Suche ist MVP-vorbereitet über manuelle Eingabe/Status; echte Suche sollte später über lokalen Cache/Provider-Wrapper erfolgen, nicht bei jedem Reload.\n- Manual Adjustment erzeugt bewusst Audit- und ggf. Review-Hinweise; das ist korrekt, aber die UI kann später noch komfortabler die berechnete Differenz vor dem Speichern anzeigen.",
"reasoning": null,
"finish_reason": "stop",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Erledigt, Sir — der MVP-Block **„Manuelle Crypto-Ergänzungs-UI“** ist lokal implementiert, getestet und committed. Push wurde versucht, aber GitHub verweigert aktuell den Schreibzugriff für das vorhandene Token. Natürlich genau der Moment, in dem GitHub beschließt, britische Zurückhaltung zu üben.\n\n## Implementierte UI-Funktionen\n\nNeue Dashboard-Seite: **Crypto Manage**\n\nFunktionen:\n\n- **Coin/Bestand hinzufügen**\n - Coin-Name, Symbol, CoinGecko-ID manuell erfassbar\n - CoinGecko-Mapping-Status:\n - `selected`\n - `uncertain`\n - `missing_confirmed`\n - Wallet-Auswahl\n - Decimal-Menge als Text\n - Datumsauswahl\n - Typ:\n - `initial_snapshot_addition`\n - `manual_adjustment`\n - `crypto_buy` sichtbar, aber im MVP bewusst blockiert zugunsten dediziertem Ledger-Buy-Workflow\n - explizite Bestätigung vor Speicherung\n - Audit-Log\n - Data-Quality-Warnung bei fehlender/unsicherer CoinGecko-ID\n\n- **Coin/Bestand entfernen**\n - kein Löschen\n - Reduktion läuft über `manual_adjustment`\n - Bestand auf 0 setzen möglich\n - Teilmenge reduzieren möglich\n - Notiz Pflicht\n - Audit-Log mit nachvollziehbarer Änderung\n\n- **Coin/Bestand korrigieren**\n - kein direktes Überschreiben\n - neue Menge wird in Differenz umgerechnet\n - Speicherung als `manual_adjustment`\n - Notiz Pflicht\n - Audit-Log mit `old_values` / `new_values`\n\n- **Nachtragsliste**\n - ausgelassene/manuell zu prüfende Coins sichtbar im Dashboard\n - keine automatische Importlogik\n - keine Mengen/Werte enthalten\n\n- **No-live-API**\n - Dashboard-Render macht keine CoinGecko/API-Abfrage\n - CoinGecko-Auswahl ist manuell vorbereitet, spätere Cache-/Suchintegration bleibt möglich\n\n## Wichtige Designentscheidungen\n\n- `crypto_holdings` wird nicht still überschrieben.\n- Initial-Snapshot-Ergänzung wird nur erlaubt, wenn für `asset_id + wallet_id` noch kein Holding existiert.\n- Korrekturen laufen über `crypto_transactions.transaction_type = manual_adjustment`.\n- Holding-Berechnung berücksichtigt jetzt `manual_adjustment`.\n- Mengen bleiben Decimal/Text; keine Float-Konvertierung.\n- Kleine Mengen wie `0.00000001` bleiben exakt erhalten.\n- `crypto_buy` ist in der UI vorbereitet, aber noch nicht als vereinfachtes Formular produktiv freigegeben, weil echte Buys sauber in den Cash-/Ledger-Kontext gehören.\n\n## Neue/geänderte Dateien\n\nNeu:\n\n- `src/jarvis_finance/crypto/manage.py`\n- `src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py`\n- `tests/unit/test_crypto_manage.py`\n\nGeändert:\n\n- `src/jarvis_finance/crypto/holdings.py`\n- `src/jarvis_finance/dashboard/pages/__init__.py`\n- `tests/unit/test_dashboard_mvp.py`\n\n## Neue Tests\n\nAbgedeckt:\n\n- Add Coin / Initial Snapshot Addition\n- Add Coin mit CoinGecko-ID\n- Add Coin ohne CoinGecko-ID erzeugt Warning\n- Decimal-Menge bleibt exakt\n- Manual Adjustment mit Notiz\n- Manual Adjustment ohne Notiz wird abgelehnt\n- Bestand auf 0 setzen ohne Löschen\n- negative Menge wird abgelehnt\n- Audit-Log bei bestätigter Änderung\n- `old_values` / `new_values` bei Korrektur\n- Dashboard-Module importieren sauber\n- Crypto Manage Page rendert im Dashboard-Smoke-Test\n- keine Live-API beim Crypto-Dashboard-Render bleibt abgedeckt\n\n## Validierung\n\nAusgeführt:\n\n```bash\nPYTHONPATH=src python -m compileall src tests\nPYTHONPATH=src pytest tests -q\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\ngit status\n```\n\nErgebnis:\n\n- Compile: **ok**\n- Tests: **88 passed**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status nach Commit: **clean, aber main ist 1 Commit vor origin/main**\n\n## Commit\n\n- Commit erstellt: **ja**\n- Commit-Hash: `fc67bb3`\n- Commit-Message: `feat: add audited crypto management dashboard`\n\n## Push-Status\n\n- Push auf `main` versucht: **ja**\n- Push erfolgreich: **nein**\n- Fehler: GitHub Remote meldet **Write access to repository not granted**\n- Lokaler Status: `main...origin/main [voraus 1]`\n\nDas heißt: Der Code ist lokal committed, aber noch nicht auf GitHub. Das aktuell verfügbare GitHub-Token hat offenbar keinen Schreibzugriff auf `Gamexgit/FinanceManager`.\n\n## Offene Risiken\n\n- Push benötigt gültige GitHub-Credentials mit Write-Rechten.\n- `crypto_buy` ist bewusst noch nicht vollständig als Dashboard-Formular aktiviert, weil dafür Ledger-/Cash-Kontext sauber geführt werden muss.\n- CoinGecko-Suche ist MVP-vorbereitet über manuelle Eingabe/Status; echte Suche sollte später über lokalen Cache/Provider-Wrapper erfolgen, nicht bei jedem Reload.\n- Manual Adjustment erzeugt bewusst Audit- und ggf. Review-Hinweise; das ist korrekt, aber die UI kann später noch komfortabler die berechnete Differenz vor dem Speichern anzeigen."
}
],
"id": "msg_002041bba6e51fe5016a06332c1f948191a97d5b9c27bbc525",
"phase": "final_answer"
}
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}
]
}