{
"session_id": "20260515_000142_405919",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-14T17:19:40.038929",
"last_updated": "2026-05-15T00:09:45.871406",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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) [99% — 2,196/2,200 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§\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§\nFinanceManager GitHub token CSV path: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv` (outside repo, mode 600); never store/quote token.\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: Friday, May 15, 2026 12:01 AM\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": 224,
"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. 67 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_Smwd3TOevv17GqXE3wAuKfnB",
"call_id": "call_Smwd3TOevv17GqXE3wAuKfnB",
"response_item_id": "fc_002041bba6e51fe5016a06402003f881919ec3e7e6db340184",
"type": "function",
"function": {
"name": "skill_view",
"arguments": "{\"name\":\"finance-system-architecture\"}"
}
},
{
"id": "call_Z46LKLPqSk0HsTwfTMsDJ0VY",
"call_id": "call_Z46LKLPqSk0HsTwfTMsDJ0VY",
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"reasoning_content": "**Organizing file search**\n\nI need to do two things: first, set a task to locate an Excel file. I’m wondering if I should search outside the usual process or use runtime imports. I realize I shouldn't print sensitive filenames, so maybe I could use labels instead of values. I should target my search for `.xlsx` files within the runtime rather than the entire repository. That way, I’m streamlining the process while keeping things secure!",
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{
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"content": "[todo] updated task list",
"tool_call_id": "call_cDDzzUz5W5FV7fy0gbdf0oe0"
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{
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"content": "",
"tool_calls": [
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"arguments": "{\"code\": \"from hermes_tools import terminal, search_files\\nimport os, json\\nrepo='/home/agent/.hermes/repos/FinanceManager'\\ncmd=\\\"\\\"\\\"\\nset -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nfind . -type d \\\\( ...[truncated]\"}"
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{
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"tool_calls": [
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"reasoning_content": "**Fixing Python issue**\n\nI realize that I'm having an issue with Python because it’s missing the PYTHONPATH for my settings. I need to locate the Excel file, but it's possibly not in runtime. Maybe I could use a search function on my home directory? I wonder if it might be in Google Drive. Unfortunately, I can't access the previous session, so I’ll search for the file names under home while excluding the repo directory.",
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{
"role": "tool",
"content": "[execute_code] `from hermes_tools import terminal, search_files repo='/home/...` (1 lines output)",
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{
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"arguments": "{\"command\": \"set -euo pipefail\\nGOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive search \\\"Finanzen Crypto Excel xlsx Bitcoin BTC\\\" --max 20 --json --results-only | python - <<'PY'\\nimport sys,js...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
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"reasoning_content": "**Searching for Excel Files**\n\nI think I need to find an Excel file, and using Google Drive might be the way to go since I don't necessarily have it locally. I'll search for a file named \"Finanzen.xlsx\" and see if I can access it through Google Drive. I might need to log in with my Google account. I should check the command line interface (CLI) for any specific needs before I proceed with the search.",
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{
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"id": "call_ErFIEYIZxcegyaWVzWjMimvF",
"call_id": "call_ErFIEYIZxcegyaWVzWjMimvF",
"response_item_id": "fc_002041bba6e51fe5016a0641181db08191944cb9673372aeaf",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nTMP=/tmp/drive_search_finance_crypto.json\\nGOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive search \\\"Finanzen Crypto\\\" --max 20 --json --results-only > \\\"$TMP\\\"\\npyt...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkEYamK898nutvRlQbR0-zmTZzZN3t96Hd8uSshVosR1bFH6upnwqyFLLwug88x-OG4T5UOp_JwB5-weHhtvSNX2l4Nxhu2mkLQcqfZLGDPqikh6xlRD4EUDb94b-kT97VM4VAOlESsxPr1FBAJ8dJwakX8CvEsPYRCrL01k3P_KxwlEBXkbjROFa0DFJMxEE55tkejdX1qVqOFibIzrjSxZ0cHZQsX4L5nVDyrh_QdajsSSetqzsz8sWr-pnoZFwGO-mnDRVIbVx856e133QJ5RORnK7NQISVz3SbiYU5hu6nGmxQsPiD-HwcFtDNMpnsuzkw8XXwApnn_tM1A7LVnYgmK7F9m4fc68Y6LzYR5wfNYj6GIAG6MwVHmG4iy3Wo_Y2gzcBlGx9l8QlQl-YqW2HimFL7uq4267uJyWUY0r7k9B0Jve59vRU44Ly9c4iT84dSeJc7DK_xJ685QqTFEnLMQEQvBAnY6jPe4kQUXgdJ96j-6RtEUWcha4IT9NmKKRRmqBSNF5MLjYwqfhtrgiZ9pCuJ4I3omjMXvpn7oBLGEc97Am7WJlBKo76nnrcyUaWhoIddnysguIENoonKmlXvuSys5U_XtwK2N_czaBzc75RFtWWe0YSEuXN4ZSKXlRfXVhwzq_TSPS_xeEuscG4VYXV16W6vnI9pZexpNua6W_1ZEgDkRy1EkHnDsAbJ1zvi55Rmtu5yfBb3pzdwa6x9wuiMBk3gwy4uquw-XYaajnSOoi2dJIcCGRu0Zxj7bhSWjePhmV2XrZJMDfJn2osqMnm3e1n1hU0sdVA-t_3_7fQV8ZuNJ7DBnk4mrVfBrDG9GUipu1-oxt6os_pYQhkDCFqgxLJVkb_WRxlHfzaPO3aJHfc0a5i8j6AUj5RPajkbfS-91spUNakcZ2U_yni7DSmlAxjW3yP_lleJULnan_teBdtb-u3wzu1Os1wn1BCR7G5KndsOkKGPWLly5lEkabiUiYFDSmW7sDzh7A9pLsOIl0ufzq2vlpXmhlMVxXZykc_JrgEmMoJtdBB3ZHZlt-gmbM54ehJf4tQxlGRx8j2LmfrXHQcK1x_BeqYBDO",
"id": "rs_002041bba6e51fe5016a0641172b0c819183f83eb9017daaf9",
"summary": []
}
]
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nTMP=/tmp/drive_search_finance_crypto.json\nGOG_KEYRING_PASSW...` -> exit 0, 1 lines output",
"tool_call_id": "call_ErFIEYIZxcegyaWVzWjMimvF"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_dgZP4I7jXxaeTiVeLJH6vLY6",
"call_id": "call_dgZP4I7jXxaeTiVeLJH6vLY6",
"response_item_id": "fc_002041bba6e51fe5016a06412070b08191a2c9584edb5505ab",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nfor Q in \\\"Crypto Bestand\\\" \\\"Krypto\\\" \\\"Bitcoin BTC\\\" \\\"Aktueller Stand Portfolios\\\" \\\"Portfolio xlsx\\\" \\\"CoinGecko\\\"; do\\n TMP=/tmp/drive_search.json\\n GOG_KEYRING_PASSWORD='LammBitch30' gog -...[truncated]\", \"timeout\": 180, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkEg9__Kb1IxwW2ruu-cpgCZcGQuleMAVbounFMS156jk50gy_0ON-WI8C0jIC2jhsXFsDMW_pnR6dLSgS71HKyczfqJwfxmqkx4TIT0hwOqm3AFO6L1H7YteuRRImEVRwkYtbtIdT3n5p3DfTMCp4vdQSX6YcY6NM4XD2QPbPFG6sIFwEmnByJMcWogfJCRN_h4GZ6x6S7Va4d9-LhF0x7XB0wZ_ezFJsXtDSYgBvZdCJSy469B08QvBqG314TCBai6mt1aesmqH8BRPpJOi4RvRgBuOEuXlj7rcvSxOD3uflAHMDxeF9a3cg_Xd6JIXULjX50UWSFVAqMuTk5mHUHfA8CvsnO6WBz2Su_e6Jw47oRwg_ae4an3cSNEUlCkfAirvcyYBrUSzWPCXIpTswmsCp4aCfdtzKYLKyz16Y1b8bG4ym8nmVvt886ucu3gAVc7onSfX2IkoM1DG0e8ou6K8-FL2f0AoebWnviz266hNkVkLWhNUR528Al8QBnk-azkSP1nsa70AmAd1I0SDiqXudsL2weHxurqIJP6WqrrZFUQZ0iydQ7gYSyh6F5Wfts_cq8tSgmJU3mvaj2CCDVM3_ZJKSRNBQZVgCwhPz5e5zLFdDMVq6BmpIhwsQXB5uIac-_IBCrY9cJGRZ2tb1P1imsSUpav_XW9R5MmkQ6gCMJo8uzR2HNvwDm9AEzIZfKMU0RPASb78rAhd4hWdTPyb5xTDCgW0p8ZiZ_NjIPzk-gfi_-WcaxS8zJJN36LhsqVD3A6XgGi5zMii5oYuTW4wQZVt8MBc9rDauSDYXeLwiXbkFTCARsbEzdbLVJXihvv8NKs5DZUUukO3gi1B7r7ZAXQC1BeDaL7BBcT3dlt9RKvNNd7toI3VHVHIgZwlE_C5I1H_k642W9uriGBRAgQyev5XaF8_pGmjpiD_KwZIHM=",
"id": "rs_002041bba6e51fe5016a06411fc48c81919cca6c48a6251ad4",
"summary": []
}
]
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\nfor Q in \"Crypto Bestand\" \"Krypto\" \"Bitcoin BTC\" \"Aktueller...` -> exit 0, 1 lines output",
"tool_call_id": "call_dgZP4I7jXxaeTiVeLJH6vLY6"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_41U5rCkDvXbgtDZUjQcUcXxd",
"call_id": "call_41U5rCkDvXbgtDZUjQcUcXxd",
"response_item_id": "fc_002041bba6e51fe5016a06412e37688191ba48083e55fc67dc",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\nTMPDIR=/home/agent/jarvis_runtime/finance-system/imports/tmp_btc_test\\nmkdir -p \\\"$TMPDIR\\\"\\nchmod 700 \\\"$TMPDIR\\\"\\nOUT=\\\"$TMPDIR/crypto_coins_source.xlsx\\\"\\nrm -f \\\"$OUT\\\"\\nGOG_KEYRING_PASSWORD=...[truncated]\", \"timeout\": 180, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Preparing to download and parse**\n\nI need to download an XLSX file to a temporary runtime directory. Once I have it, I’ll parse it to find BTC entries. First, I should understand the structure of the workbook. Did I install openpyxl? Let me double-check that. It seems like I need to ensure everything is ready before I go ahead with the download and parsing process. I want to make sure I'm on the right track!",
"reasoning_content": "**Preparing to download and parse**\n\nI need to download an XLSX file to a temporary runtime directory. Once I have it, I’ll parse it to find BTC entries. First, I should understand the structure of the workbook. Did I install openpyxl? Let me double-check that. It seems like I need to ensure everything is ready before I go ahead with the download and parsing process. I want to make sure I'm on the right track!",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkEuqxP-HP545TEpQjmMG9Upq9S59F35oKIGskmQa4j2gK1QZkbPqxmSmov8V0sU538QV0MmQJDVyDCudj_3wuCnhjcEs3DMUeP_rN7pNtS1HsxcmXnoGnPeFHsaCVClNaxs5XGgMuSPkoEe4q8Yaxp0EDTGdJaocqDG3HAOrVTt-oQyAeeC_h013e541XTV9tKZqPAwtyZxAqdXjd3eUVuSFGb3ADYPoYhx827NfVh2SxD6ld7gWyVA2AGusCCMSnyzwIVvHFW5RQ7mZcZ06Xj5UBFXIIiSZwS7sZRYYsbEmcBUwv1jcEhqG4ETzF9rH_FQNuWpBfD1jxqbVd1zZR68qy-5qJh-22n3CGJ4_UzkVh-ktr0MvMiyDV66F0giDvBZwRK9Jy3w1PXURiep6sVuZs8rBxmajJIPfPsGmuO2SkdJUfJRfEpneIHmMR4e9zCzNBVnKnmZ8IYArWS_CCu48ppBLDsd9qzGp_gbFZe6hMmEITKZvl9I3UToqdp8C7rpWszdUzObQej07ZvODtZ2mQNSF1X_xsvnFkotboDLpvYi1MQ1V--F_eKVKbVwzXNp7RtwUshOsUsmDMLa-HiPvAjrQJ8uZReEmnBilpPoD6FyrDDpg7PCVxkABB3DT49pEvPV44FDjbofaHm9maKAianHoEy_6R5gh0g_1ukTldn_7DaH0dfNPzOKJDXS0otmMk1RUKBNHmjceA5Wf057ZDzlvlrVCBhNl0C1RnOKiw6LrUeaivcd1qz9G2aEc7r-FzIMZ4oFFZZRTlLBNCW4ouYIYPocAeUmkda8gIpB9_qxqhspwQO-73fbxWwG4h0zCOwRDAXzW-ZIaXX19nBdpUYQygMFuZnGRoWPxUE4THoHf4TNifQhzi5ckw2RK-LC2vrrxTszwSgbLmhOIXhhH16_lsJfx9XyQhoJ5hdzDdNWXff6mUgCQrS0Zf5T9-v8fyGaPP9MwkKyAHx1Jb7CV6v3PlwmtYvawipSJSmNWdaitmOgLGiUDH79cuiEUdOU0yUR-pTYqEU5By0MgyR04gDYtIOctb1zmpB7ZrnOEgMrxqygpuXSFd7doxtWy0RS4PAKCbR0NMUSW8-TtDxzzg==",
"id": "rs_002041bba6e51fe5016a06412c37e481919c2d8d2163bdf50f",
"summary": [
{
"type": "summary_text",
"text": "**Preparing to download and parse**\n\nI need to download an XLSX file to a temporary runtime directory. Once I have it, I’ll parse it to find BTC entries. First, I should understand the structure of the workbook. Did I install openpyxl? Let me double-check that. It seems like I need to ensure everything is ready before I go ahead with the download and parsing process. I want to make sure I'm on the right track!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"downloaded=True\\noutside_repo=True\\nsize_bytes=17780\\nopenpyxl=available\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_41U5rCkDvXbgtDZUjQcUcXxd"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_Ky8wv21noW8VqEc4ZLvcGCY8",
"call_id": "call_Ky8wv21noW8VqEc4ZLvcGCY8",
"response_item_id": "fc_002041bba6e51fe5016a06413874c48191aa96f3f07918f2b1",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\npython - <<'PY'\\nfrom openpyxl import load_workbook\\nfrom pathlib import Path\\np=Path('/home/agent/jarvis_runtime/finance-system/imports/tmp_btc_test/crypto_coins_source.xlsx')\\nwb=load_...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Analyzing workbook metadata**\n\nI'm looking to parse the workbook metadata, but I need to ensure it doesn't print values for quantity or wallet. My goal is to find the headers and the BTC row. I think printing the sheet names and maybe the headers will be fine. I should inspect the workbook internally to identify the necessary details. Using a script sounds like a good approach to locate the BTC row and map the wallet properly.",
"reasoning_content": "**Analyzing workbook metadata**\n\nI'm looking to parse the workbook metadata, but I need to ensure it doesn't print values for quantity or wallet. My goal is to find the headers and the BTC row. I think printing the sheet names and maybe the headers will be fine. I should inspect the workbook internally to identify the necessary details. Using a script sounds like a good approach to locate the BTC row and map the wallet properly.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkE4O9r9ZrwL9nbH9Nf0pRRQihlzZXlAE3WuWQKkTaH4Noo18zP7jO6R8WxwmYpH9KEKM21nXLgAuR5TSy7Hqv6-Y9hobsCU8AYW88zFrrSRVCezkQ8Elmzsgps_Hdd6Q6li04hGcvbgBqmcWVR6bWiX54CkjNZpSIApwEBl60mVtB_k791NUUXGVtzBv5BiuwYHIl4kyoGxBVNUqHQ1zF2XCa6b2sJ4q2bjf8pC8XNvILEJ9yPvIbKjm-J9df7SwbV3TDzk2wArAErG45esZRO2O8GECS6QxY9IqjTLEPkHX5YdevgLk58n-NTETtohJ_QNTW5BkGJ2HoXX6CJzVmmJp60w2jsfSBp4T3zACNDTODeoTVVuZzcnnYnkDIOlA2M_lt7F7DqqTahjUfPkWxmNtdmqw57CG555Aa3rQKyRuoSaDzDSQR8RquSXkrkhMl6RGQNr6plHqOLiLx8a4eTcrK7BiHM0PnWIHqqXttb9n2HW4hFvUXW0YJS51uPLB1iO5OHqaXBnkOUL2CMFN3djYNKkTrgMbyt6gKim5M3w7X19i4JrdRSc2nBHTnmxESzvXNalDevkyxn5t5ivuoK2j5R7MxlXeScOVHql7tOwATzZg1ByVX-zOhiEIqmcyvxNpTNdJ4iflGZy9_R-380YKLEhK4wESZaPqScH1X1uc23wP0yphO4XQCjg06lRkNNM6F2f1SjxJxL6_Bf9SFR8cBrVCX1fvnBCUkZ4VYGT4GH1wzyNoMfbVRB2pNCv2lfkjUzrQj9VCFi7xoMW0U4KYyZnbbap7zHlWf291Iycr1ZkGgCBy5C8mjwoXuEa4a7m3SWNBXmXJtxt55glLJP_Ox4mOXeyn_xrclzrvcMS6LKfHn8f80aPLxFwi-EGj3ZmP91pwJB2KVr4hF_k2hYDHPFbfr-krzh0b8brg7MxyNq-sRI7UK1zEoQbR5HbzcyCUnhUCeci-hxDUZYLxDJF5rIfnM4shFPrB84zPiv8bESyhabCzf_yTHb3dj74v-ANtgc8ZofIWf_-DUZA3lG_SKaVXI0FBvKaVZKae7X7wS4UK6AOqpfSpdNb4Ez4gOZ8-qPModfYIt1lXbYvZsV4EAJVk5s1Uh49ajv6w5H7pYeQyDmiTlxIF2S7P-De9rJePCwxrYdJhUc8gwhxmJrinFLOgY50BW2y_Dykp5lf4ZY=",
"id": "rs_002041bba6e51fe5016a064135e8088191b29b0355bfc0632a",
"summary": [
{
"type": "summary_text",
"text": "**Analyzing workbook metadata**\n\nI'm looking to parse the workbook metadata, but I need to ensure it doesn't print values for quantity or wallet. My goal is to find the headers and the BTC row. I think printing the sheet names and maybe the headers will be fine. I should inspect the workbook internally to identify the necessary details. Using a script sounds like a good approach to locate the BTC row and map the wallet properly."
}
]
}
]
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\npython - <<'PY'\nfrom openpyxl import load_workbook\nfrom pat...` -> exit 0, 1 lines output",
"tool_call_id": "call_Ky8wv21noW8VqEc4ZLvcGCY8"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_mtUrukXVCvovAgKUtnyuHBiZ",
"call_id": "call_mtUrukXVCvovAgKUtnyuHBiZ",
"response_item_id": "fc_002041bba6e51fe5016a06414154a4819187e94e9ca765dd3e",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\": \"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nPYTHONPATH=src python - <<'PY'\\nfrom decimal import Decimal, InvalidOperation\\nfrom pathlib import Path\\nfrom openpyxl import load_workbook\\nf...[truncated]\", \"timeout\": 120, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkFBFXBMjiWqMwGqAct8LvH4jCWnExFrJaeYMUtCW_wSg9DvJx4uJ1zReX0DSf4ZfHRDu5UyHNC7IVT3XlKYPOVBmptF5L3UBM1MVvfzlPoQ_hiz-mSTkxliut_c5vTeVB86Bm4LPdygIf5VsxLJlLcIk-D0VRv0l5KSXeixKCbqYoUo8oJMuUgW3e3Nhqwu-Q66FXrODuOu7tcAUJ8cYGrMmFuzU9pgtpU_AemH-VN2wF9xDQ4Kpz2eQy3q4j7iKSYsql31NAcyL5gkCiDtEmRB7GJ6L75qkKIK-9rTDSCyvJOx-Ve7hTqULyg4j-rsyTlP5NbrPRtyShpcYx60l_IvvZeb6gZIy5bjFm_JIVoL8mARQqfV33E_SFRcmMc-4fdTkZoi7ptIwrIAJWYMmgLfS-x4LImB-Cyoj4whAgPnSwikw6g1kvybngE2vaAOhkBZhbxLmA0WdyD0buDIWYPLb_c24onVKrZsSZRn91a6XHn1i8uT3fmX_fiBvCMoFgfVEgFCpYbbTDN3Uzi-kgO69UFdsdV1z78EX5BM_bb40JM_jyHPuep9_-3GDXCtrbR1LC31AoFvmOkDabVd8Q2m2DvdR8rEANp-OSVTQzfWr_XdABVHXKTSKMllO-76jJ961bdoHLpkFMN8BuGJoN7B5p8n12KwHLlspL1Alyu7Mlti4e6xVqkNyw8UPEFPDpp4uweKj08ZF-JpAcChebA7Q77TM0zcIGYIPfw-0ZWd2OG0WANfKUplgyLwUQV38DXsKr9pVNzeBL6YUWGIXPSqHwmcyDYGJmZOLuPfC4chit1eBXy4zUpv7sJblFiLpsS-d6Pj-mNrcZVl_lvubuzOSkRiMeR5-v4D1B9HAi4677jmnw3cL1uNJlDOZYJxXYKjKPbr1A0CvwykEVZ1Lxf7FABgJO-I0av7K7UyEi7sBIxPD24U2Mzbqwkhzz-OVK930E8l3w2i3RCxV1kKp-w1f_t7gf2HiELNLwM2n5Pz8m4yA78QdS2urJmjdZCuPm8693y0aGLcIZ1TsJPssd33Gzqp4rslb7YGpaV0VOj-5DnLylPKqns1lZCD1UJOKeN1QqfFr5WHVh3s1EqNcFGoRo-9QgRrZ1-8U5poaNxhNF_w6nFrobT16WdLzj14CwUMC_DZq2IYkQzTW7_CqAzAf8ud4XetvhySGh_SvY0yY3A4sLwLyGlL0j3sQeUNVn22REGNzKDzKpfWt2ph0kHgh_UUtZDpBFxWt-gB8Soy38E00vPTm08iyWOQngmrOwSvBHauW6npmqgfPRN-g9UlMPf37-b5qXlF8_zCd7zfeLP6FLUG_ESQE17EGg46Uf7jfl1g8ZXWBPeghv-CAn8coyYN617mHII9NGCJYU45ykjJrKXjhBoMwK2XIwlHuoZ59hmXdv9bgnslrJ514lcpyna5ujE7rVfwhWAk71IadMAr1HUy0B4Q-fzRxeoiSs_tTUC52TThbJrCTNRHktUh4Fj10KX_kMw3xX7UkHMt7DOnRGV8aSGmKEAfD3q6RgZJq9_vpgcAacPCHiXmBScdNMw3RhMpZoiHVWJ_Q5_Vhn8=",
"id": "rs_002041bba6e51fe5016a06413f05808191aa6e57be759a6731",
"summary": []
}
]
},
{
"role": "tool",
"content": "[terminal] ran `set -euo pipefail\ncd /home/agent/.hermes/repos/FinanceManager\nPYTHONPATH=src ...` -> exit 0, 1 lines output",
"tool_call_id": "call_mtUrukXVCvovAgKUtnyuHBiZ"
},
{
"role": "assistant",
"content": "Sir, ich habe den BTC-Test **nicht geschrieben**, weil eine harte Vorbedingung nicht erfüllt ist.\n\n## BTC-Test Preflight Ergebnis\n\n- BTC-Test durchgeführt: **nein**\n- Grund: **Ziel-Wallet aus Excel ist nicht eindeutig**\n- BTC-Zeile in echter Excel-Datei gefunden: **ja**\n- Nicht-null BTC-Wallet-Zellen in Excel: **mehr als eine**\n- BTC-Asset in Runtime-DB vorher vorhanden: **nein**\n- BTC-Holding in Runtime-DB vorher vorhanden: **nein**\n- Runtime-DB außerhalb Repo: **ja**\n- Git Status vor Änderung: **clean / synchron mit origin/main**\n- Git-Safety vor Änderung: **GIT_SAFETY_OK**\n- Produktive DB geändert: **nein**\n- Echte Mengen/Werte ausgegeben: **nein**\n- Echte Daten ins Repo geschrieben: **nein**\n\nIch habe bewusst gestoppt, statt „kreativ“ ein Wallet auszuwählen — ein seltener Moment, in dem Kreativität in Finanzsoftware eher nach Sprengstoff riecht.\n\n## Warum gestoppt?\n\nDeine Bedingung war:\n\n- **Ziel-Wallet aus Excel ist eindeutig**\n\nDie echte Excel-Datei enthält für BTC aber **mehr als eine Wallet-Zelle mit Bestand**. Damit wäre ein programmatischer `initial_snapshot_addition` in genau ein Wallet nicht fachlich sauber.\n\nMögliche nächste kontrollierte Optionen:\n\n1. **BTC als Coin mit mehreren Holdings importieren**\n - Ein Asset `Bitcoin / BTC / bitcoin`\n - Je eine initial snapshot holding pro BTC-Wallet aus Excel\n - Immer noch nur ein Coin, aber mehr als eine Holding\n\n2. **Du bestimmst das Ziel-Wallet**\n - Ich importiere nur diese eine BTC-Holding\n\n3. **ETH prüfen**\n - Falls ETH in Excel eindeutig nur einem Wallet zugeordnet ist, könnte ETH der bessere Ein-Holding-Test sein\n\nIch habe deshalb **Teil 3 nicht begonnen**, weil du ihn ausdrücklich an einen erfolgreichen BTC-Test gekoppelt hast.\n\n## Dashboard-Zugriffsinformationen\n\n- Repo-Pfad:\n ```text\n /home/agent/.hermes/repos/FinanceManager\n ```\n\n- Runtime-DB-Pfad:\n ```text\n /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\n ```\n\n- Reports-Pfad:\n ```text\n /home/agent/jarvis_runtime/finance-system/reports\n ```\n\n- Dashboard-Abhängigkeiten installieren:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n python -m pip install -e '.[dashboard]'\n ```\n\n- Streamlit starten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 127.0.0.1 --server.port 8501\n ```\n\n- Lokale URL:\n ```text\n http://127.0.0.1:8501\n ```\n\n- Port / Preview:\n - Port **8501** wird verwendet.\n - Falls du über eine Remote-/Preview-Umgebung zugreifst, brauchst du den Preview/Port-Forward für **8501**.\n\n- Falls `127.0.0.1` nicht erreichbar ist:\n - Entweder Port-Forward/Preview für `8501` öffnen\n - oder Streamlit mit Host `0.0.0.0` starten:\n ```bash\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n ```\n\n- Crypto-Bestände prüfen:\n - Seite: **Crypto**\n\n- Fehlende Coins manuell ergänzen:\n - Seite: **Crypto Manage**\n - Tab: **Hinzufügen**\n\n## Nächste Entscheidung benötigt\n\nBitte wähle eine Option:\n\n- **A:** BTC mit allen BTC-Wallet-Holdings aus Excel importieren\n- **B:** Nur ein bestimmtes BTC-Wallet importieren — du nennst mir das Ziel-Wallet\n- **C:** ETH als alternativen Ein-Holding-Test prüfen\n- **D:** BTC-Test überspringen und trotzdem mit Equity/ETF Manage UI starten",
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"text": "Sir, ich habe den BTC-Test **nicht geschrieben**, weil eine harte Vorbedingung nicht erfüllt ist.\n\n## BTC-Test Preflight Ergebnis\n\n- BTC-Test durchgeführt: **nein**\n- Grund: **Ziel-Wallet aus Excel ist nicht eindeutig**\n- BTC-Zeile in echter Excel-Datei gefunden: **ja**\n- Nicht-null BTC-Wallet-Zellen in Excel: **mehr als eine**\n- BTC-Asset in Runtime-DB vorher vorhanden: **nein**\n- BTC-Holding in Runtime-DB vorher vorhanden: **nein**\n- Runtime-DB außerhalb Repo: **ja**\n- Git Status vor Änderung: **clean / synchron mit origin/main**\n- Git-Safety vor Änderung: **GIT_SAFETY_OK**\n- Produktive DB geändert: **nein**\n- Echte Mengen/Werte ausgegeben: **nein**\n- Echte Daten ins Repo geschrieben: **nein**\n\nIch habe bewusst gestoppt, statt „kreativ“ ein Wallet auszuwählen — ein seltener Moment, in dem Kreativität in Finanzsoftware eher nach Sprengstoff riecht.\n\n## Warum gestoppt?\n\nDeine Bedingung war:\n\n- **Ziel-Wallet aus Excel ist eindeutig**\n\nDie echte Excel-Datei enthält für BTC aber **mehr als eine Wallet-Zelle mit Bestand**. Damit wäre ein programmatischer `initial_snapshot_addition` in genau ein Wallet nicht fachlich sauber.\n\nMögliche nächste kontrollierte Optionen:\n\n1. **BTC als Coin mit mehreren Holdings importieren**\n - Ein Asset `Bitcoin / BTC / bitcoin`\n - Je eine initial snapshot holding pro BTC-Wallet aus Excel\n - Immer noch nur ein Coin, aber mehr als eine Holding\n\n2. **Du bestimmst das Ziel-Wallet**\n - Ich importiere nur diese eine BTC-Holding\n\n3. **ETH prüfen**\n - Falls ETH in Excel eindeutig nur einem Wallet zugeordnet ist, könnte ETH der bessere Ein-Holding-Test sein\n\nIch habe deshalb **Teil 3 nicht begonnen**, weil du ihn ausdrücklich an einen erfolgreichen BTC-Test gekoppelt hast.\n\n## Dashboard-Zugriffsinformationen\n\n- Repo-Pfad:\n ```text\n /home/agent/.hermes/repos/FinanceManager\n ```\n\n- Runtime-DB-Pfad:\n ```text\n /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\n ```\n\n- Reports-Pfad:\n ```text\n /home/agent/jarvis_runtime/finance-system/reports\n ```\n\n- Dashboard-Abhängigkeiten installieren:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n python -m pip install -e '.[dashboard]'\n ```\n\n- Streamlit starten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 127.0.0.1 --server.port 8501\n ```\n\n- Lokale URL:\n ```text\n http://127.0.0.1:8501\n ```\n\n- Port / Preview:\n - Port **8501** wird verwendet.\n - Falls du über eine Remote-/Preview-Umgebung zugreifst, brauchst du den Preview/Port-Forward für **8501**.\n\n- Falls `127.0.0.1` nicht erreichbar ist:\n - Entweder Port-Forward/Preview für `8501` öffnen\n - oder Streamlit mit Host `0.0.0.0` starten:\n ```bash\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n ```\n\n- Crypto-Bestände prüfen:\n - Seite: **Crypto**\n\n- Fehlende Coins manuell ergänzen:\n - Seite: **Crypto Manage**\n - Tab: **Hinzufügen**\n\n## Nächste Entscheidung benötigt\n\nBitte wähle eine Option:\n\n- **A:** BTC mit allen BTC-Wallet-Holdings aus Excel importieren\n- **B:** Nur ein bestimmtes BTC-Wallet importieren — du nennst mir das Ziel-Wallet\n- **C:** ETH als alternativen Ein-Holding-Test prüfen\n- **D:** BTC-Test überspringen und trotzdem mit Equity/ETF Manage UI starten"
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"content": "[M G] Danke. Gut, dass du gestoppt hast. Das war korrekt.\n\nIch wähle Option A:\n\nBitte importiere BTC mit allen BTC-Wallet-Holdings aus der Excel-Datei.\n\nDas ist fachlich richtig, weil BTC offenbar auf mehreren Wallets liegt. Genau diesen Fall soll das System abbilden können:\n\n* ein Coin\n* mehrere Wallets\n* mehrere Holdings\n* aggregierte Gesamtposition pro Coin\n\nBitte führe den BTC-Test deshalb kontrolliert programmatisch aus, aber nur für BTC.\n\nBedingungen:\n\n* Nur Bitcoin BTC\n* Coin-Name: Bitcoin\n* Symbol: BTC\n* CoinGecko-ID: bitcoin\n* Mapping-Status: selected\n* Snapshot-Datum: 31.12.2025\n* Alle BTC-Wallet-Holdings aus der echten Excel-Datei übernehmen\n* Pro BTC-Wallet mit Bestand genau eine initial_snapshot_addition bzw. initial_snapshot-Holding erzeugen\n* Wallet-Namen normalisieren wie bisher\n* Mengen exakt als Decimal/Text übernehmen\n* Keine Float-Konvertierung\n* Keine echten Mengen/Werte im Chat ausgeben\n* Keine anderen Coins importieren\n* Keine echten Daten ins Git-Repository\n* Audit-Log Pflicht\n* Keine doppelte Holding für dieselbe asset_id + wallet_id\n* Legacy-CHF-Werte ignorieren\n* Git-Safety vor und nachher prüfen\n\nVor dem Speichern bitte prüfen:\n\n* BTC-Asset ist noch nicht vorhanden oder wird kontrolliert angelegt\n* Für jede BTC-Wallet-Kombination existiert noch keine Holding\n* Jede BTC-Menge ist Decimal-parsebar\n* Runtime-DB liegt außerhalb Repo\n* Git Status clean\n* Git-Safety OK\n\nNach dem Speichern bitte prüfen:\n\n* BTC-Asset vorhanden\n* Anzahl BTC-Holdings entspricht der Anzahl nicht-leerer BTC-Wallet-Zellen aus Excel\n* Keine doppelte Holding für asset_id + wallet_id\n* Quantity-Spalten als Text/Decimal gespeichert\n* Audit-Log für jede BTC-Holding vorhanden\n* Initial-Snapshot-/History-Spur vorhanden\n* Crypto-Seite / Read Model enthält BTC\n* Report Context enthält BTC\n* Git-Safety OK\n* Git Status clean\n\nBericht bitte nur aggregiert:\n\n* BTC-Test durchgeführt: ja/nein\n* Anzahl BTC-Wallet-Holdings importiert\n* Asset-Anzahl erhöht: ja/nein\n* Holding-Anzahl erhöht: ja/nein\n* Audit-Logs erstellt: ja/nein\n* Doppelte Holdings: ja/nein\n* Fehler/Warnings\n* Git-Safety Ergebnis\n* Git Status\n\nBitte weiterhin keine echten Mengen/Werte ausgeben.\n\nWenn der BTC-Test erfolgreich ist, fahre danach mit dem Equity/ETF Manage UI Block fort, wie bereits beschrieben:\n\n* Aktien-/ETF-Manage-UI analog zur Crypto-Manage-UI\n* erst mit synthetischen Daten und Dummy-Depots\n* keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren\n* ISIN als primäre Identifikation\n* Transaktionen/Initial Snapshots auditierbar\n* FX/CHF-Logik berücksichtigen\n* Tests, Git-Safety, Commit und Push wie gewohnt"
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"arguments": "{\"todos\": [{\"content\": \"BTC mit allen Wallet-Holdings aus echter Excel kontrolliert importieren und verifizieren\", \"id\": \"btc_import_multi\", \"status\": \"in_progress\"}, {\"content\": \"Equity/ETF Manage UI Tests zuerst schreiben und RED verifizieren\", \"id\": \"equity_tests_red\", \"status\": \"pending\"}, {\"content\": \"Equity/ETF Manage Backend/UI implementieren\", \"id\": \"equity_impl\", \"status\": \"pending\"}, {\"content\": \"Compile, Tests, Git-Safety, Commit und Push durchführen\", \"id\": \"quality_push\", \"status\": \"pending\"}, {\"content\": \"Aggregierten Bericht ohne echte Werte/Secrets liefern\", \"id\": \"final_report\", \"status\": \"pending\"}]}"
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"reasoning": "**Planning tool implementation**\n\nI need to take action and implement some steps using the tools available. First, I'm looking into the schema and starting with importing BTC, then moving on to the coding part. There’s a possibility I might delegate some tasks related to equity, but I need to verify that first. I’ll likely use terminal scripts to keep everything organized and efficient. Let's make sure I get this right!",
"reasoning_content": "**Planning tool implementation**\n\nI need to take action and implement some steps using the tools available. First, I'm looking into the schema and starting with importing BTC, then moving on to the coding part. There’s a possibility I might delegate some tasks related to equity, but I need to verify that first. I’ll likely use terminal scripts to keep everything organized and efficient. Let's make sure I get this right!",
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Dashboard liest lokal; keine Broker-Dateien oder Live-APIs beim Rendern.\\\")\\n st.warning(\\\"Keine stillen Überschreibungen: Initial Snapshots, Transaktionen und Korrekturen werden als bestätigte Ledger-Ereignisse mit Audit-Log gespeichert.\\\")\\n\\n options = get_equity_management_options(conn)\\n account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Verkaufen\\\", \\\"Dividende/Ausschüttung\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n\\n with tabs[0]:\\n st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"equity_add_account\\\") if account_labels else None\\n asset_class = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"ETF\\\"], key=\\\"equity_add_class\\\")\\n name = st.text_input(\\\"Name\\\", key=\\\"equity_add_name\\\")\\n isin = st.text_input(\\\"ISIN (primäre Identifikation)\\\", key=\\\"equity_add_isin\\\")\\n ticker = st.text_input(\\\"Ticker optional\\\", key=\\\"equity_add_ticker\\\")\\n exchange = st.text_input(\\\"Exchange optional\\\", key=\\\"equity_add_exchange\\\")\\n currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"equity_add_currency\\\")\\n quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"equity_add_qty\\\")\\n cost_basis = st.text_input(\\\"Einstandspreis / Cost Basis Originalwährung\\\", key=\\\"equity_add_cost\\\")\\n fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=\\\"equity_add_fx\\\")\\n fx_source = st.text_input(\\\"FX-Quelle\\\", key=\\\"equity_add_fx_source\\\")\\n fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=\\\"equity_add_fx_status\\\")\\n snapshot_date = st.date_input(\\\"Snapshot-Datum\\\", key=\\\"equity_add_date\\\")\\n category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"equity_add_category\\\")\\n note = st.text_area(\\\"Notiz (Pflicht bei unvollständiger Historie)\\\", key=\\\"equity_add_note\\\")\\n with st.expander(\\\"ETF-spezifische Felder\\\"):\\n ter = st.text_input(\\\"TER optional\\\", key=\\\"equity_add_ter\\\")\\n distribution_policy = st.text_input(\\\"ausschüttend/thesaurierend optional\\\", key=\\\"equity_add_distribution\\\")\\n index_name = st.text_input(\\\"Index optional\\\", key=\\\"equity_add_index\\\")\\n fund_domicile = st.text_input(\\\"Fondsdomizil optional\\\", key=\\\"equity_add_domicile\\\")\\n benchmark = st.text_input(\\\"Benchmark optional\\\", key=\\\"equity_add_benchmark\\\")\\n confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"equity_add_confirm\\\")\\n selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n st.write({\\\"Aktion\\\": \\\"initial_position_snapshot\\\", \\\"Name\\\": name, \\\"ISIN\\\": isin or \\\"\\\", \\\"Ticker\\\": ticker or \\\"\\\", \\\"Währung\\\": currency, \\\"Datum\\\": str(snapshot_date), \\\"Hinweis\\\": \\\"Keine Massenänderung; Speicherung erst nach Bestätigung.\\\"})\\n if st.button(\\\"Bestätigt speichern\\\", key=\\\"equity_add_save\\\", type=\\\"primary\\\"):\\n try:\\n if not selected_account:\\n raise ValueError(\\\"account is required\\\")\\n result = add_equity_initial_snapshot(\\n conn,\\n account_id=selected_account[\\\"account_id\\\"],\\n asset_class=asset_class,\\n name=name,\\n isin=isin,\\n ticker=ticker,\\n exchange=exchange,\\n currency=currency,\\n quantity_text=quantity,\\n cost_basis_original_text=cost_basis,\\n snapshot_date=str(snapshot_date),\\n category=category,\\n note=note,\\n fx_rate_to_chf_text=fx_rate or None,\\n fx_source=fx_source or None,\\n fx_status=fx_status,\\n ter_text=ter or None,\\n distribution_policy=distribution_policy or None,\\n index_name=index_name or None,\\n fund_domicile=fund_domicile or None,\\n benchmark=benchmark or None,\\n confirm=bool(confirm),\\n )\\n st.success(\\\"Initial Snapshot gespeichert und auditierbar erfasst.\\\")\\n st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n\\n def transaction_form(tab, title: str, tx_type: str) -> None:\\n with tab:\\n st.subheader(title)\\n account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=f\\\"equity_{tx_type}_account\\\") if account_labels else None\\n instrument_label = st.selectbox(\\\"Instrument\\\", instrument_labels, key=f\\\"equity_{tx_type}_instrument\\\") if instrument_labels else None\\n date_value = st.date_input(\\\"Datum\\\", key=f\\\"equity_{tx_type}_date\\\")\\n qty_default = \\\"0\\\" if tx_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"} else \\\"\\\"\\n quantity = st.text_input(\\\"Menge als Decimal-Text\\\", value=qty_default, key=f\\\"equity_{tx_type}_qty\\\")\\n gross = st.text_input(\\\"Brutto/Cost/Proceeds Originalwährung\\\", key=f\\\"equity_{tx_type}_gross\\\")\\n currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=f\\\"equity_{tx_type}_currency\\\")\\n fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=f\\\"equity_{tx_type}_fx\\\")\\n fx_source = st.text_input(\\\"FX-Quelle\\\", key=f\\\"equity_{tx_type}_fx_source\\\")\\n fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=f\\\"equity_{tx_type}_fx_status\\\")\\n note = st.text_area(\\\"Notiz / Grund\\\", key=f\\\"equity_{tx_type}_note\\\")\\n confirm = st.checkbox(\\\"Ich bestätige diese Änderung\\\", key=f\\\"equity_{tx_type}_confirm\\\")\\n selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n selected_instrument = _selected(options[\\\"instruments\\\"], instrument_label, _instrument_label)\\n st.write({\\\"Aktion\\\": tx_type, \\\"Instrument\\\": instrument_label, \\\"Datum\\\": str(date_value), \\\"FX-Status\\\": fx_status})\\n if st.button(\\\"Bestätigt speichern\\\", key=f\\\"equity_{tx_type}_save\\\"):\\n try:\\n if not selected_account or not selected_instrument:\\n raise ValueError(\\\"account and instrument are required\\\")\\n result = add_equity_transaction(\\n conn,\\n account_id=selected_account[\\\"account_id\\\"],\\n instrument_id=selected_instrument[\\\"instrument_id\\\"],\\n transaction_type=tx_type,\\n trade_date=str(date_value),\\n quantity_text=quantity,\\n gross_amount_original_text=gross,\\n currency=currency,\\n fx_rate_to_chf_text=fx_rate or None,\\n fx_source=fx_source or None,\\n fx_status=fx_status,\\n note=note,\\n confirm=bool(confirm),\\n )\\n st.success(\\\"Transaktion gespeichert und auditierbar erfasst.\\\")\\n st.write({\\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n\\n transaction_form(tabs[1], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[2], \\\"Verkauf erfassen\\\", \\\"partial_sell\\\")\\n with tabs[3]:\\n st.subheader(\\\"Dividende/Ausschüttung\\\")\\n choice = st.radio(\\\"Typ\\\", [\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"], key=\\\"equity_income_choice\\\")\\n st.info(\\\"Bitte nach Auswahl die Seite neu laden, falls du zwischen Dividende/Ausschüttung/Fee wechselst. Kleine MVP-Unschönheit, très chic.\\\")\\n transaction_form(tabs[4], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n\\n with tabs[5]:\\n st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n show_table(st, data.get_positions(conn))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"}"
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"content": "{\"output\": \"FF............F [100%]\\n=================================== FAILURES ===================================\\n___ test_add_stock_initial_snapshot_creates_instrument_transaction_and_audit ___\\n\\n def test_add_stock_initial_snapshot_creates_instrument_transaction_and_audit() -> None:\\n conn = setup_conn()\\n account_id = seed_account(conn)\\n \\n result = add_equity_initial_snapshot(\\n conn,\\n account_id=account_id,\\n asset_class=\\\"stock\\\",\\n name=\\\"Synthetic Nestle\\\",\\n isin=\\\"CH0038863350\\\",\\n ticker=\\\"NESN\\\",\\n exchange=\\\"SIX\\\",\\n currency=\\\"CHF\\\",\\n quantity_text=\\\"3.5\\\",\\n cost_basis_original_text=\\\"350.00\\\",\\n snapshot_date=\\\"2025-12-31\\\",\\n category=\\\"Core\\\",\\n note=\\\"synthetic incomplete history accepted\\\",\\n confirm=True,\\n )\\n \\n tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n instrument = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (result.instrument_id,)).fetchone()\\n assert tx[\\\"transaction_type\\\"] == \\\"initial_position_snapshot\\\"\\n> assert tx[\\\"quantity\\\"] == \\\"3.5\\\"\\nE AssertionError: assert 3.5 == '3.5'\\n\\ntests/unit/test_equity_manage.py:66: AssertionError\\n__________ test_add_etf_initial_snapshot_prepares_optional_etf_fields __________\\n\\n def test_add_etf_initial_snapshot_prepares_optional_etf_fields() -> None:\\n conn = setup_conn()\\n account_id = seed_account(conn, \\\"Synthetic True Wealth\\\")\\n \\n result = add_equity_initial_snapshot(\\n conn,\\n account_id=account_id,\\n asset_class=\\\"ETF\\\",\\n name=\\\"Synthetic World ETF\\\",\\n isin=\\\"IE00B4L5Y983\\\",\\n ticker=\\\"SWLD\\\",\\n exchange=\\\"LSE\\\",\\n currency=\\\"USD\\\",\\n quantity_text=\\\"10\\\",\\n cost_basis_original_text=\\\"1000.00\\\",\\n snapshot_date=\\\"2025-12-31\\\",\\n category=\\\"Core\\\",\\n note=\\\"synthetic ETF snapshot with known FX\\\",\\n fx_rate_to_chf_text=\\\"0.91\\\",\\n fx_source=\\\"synthetic fixture\\\",\\n ter_text=\\\"0.20\\\",\\n distribution_policy=\\\"accumulating\\\",\\n index_name=\\\"MSCI World Synthetic\\\",\\n fund_domicile=\\\"IE\\\",\\n benchmark=\\\"Synthetic Benchmark\\\",\\n confirm=True,\\n )\\n \\n instrument = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (result.instrument_id,)).fetchone()\\n tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n assert instrument[\\\"ter\\\"] == \\\"0.20\\\"\\n assert instrument[\\\"distribution_policy\\\"] == \\\"accumulating\\\"\\n assert instrument[\\\"index_name\\\"] == \\\"MSCI World Synthetic\\\"\\n assert instrument[\\\"fund_domicile\\\"] == \\\"IE\\\"\\n assert instrument[\\\"benchmark\\\"] == \\\"Synthetic Benchmark\\\"\\n assert tx[\\\"currency_original\\\"] == \\\"USD\\\"\\n> assert tx[\\\"fx_rate_to_chf\\\"] == \\\"0.91\\\"\\nE AssertionError: assert 0.91 == '0.91'\\n\\ntests/unit/test_equity_manage.py:113: AssertionError\\n_________________________ test_schema_version_recorded _________________________\\n\\n def test_schema_version_recorded() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n> assert get_schema_version(conn) == 1\\nE assert 2 == 1\\nE + where 2 = get_schema_version()\\n\\ntests/unit/test_schema.py:18: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_equity_manage.py::test_add_stock_initial_snapshot_creates_instrument_transaction_and_audit\\nFAILED tests/unit/test_equity_manage.py::test_add_etf_initial_snapshot_prepares_optional_etf_fields\\nFAILED tests/unit/test_schema.py::test_schema_version_recorded - assert 2 == 1\\n3 failed, 12 passed in 0.14s\", \"exit_code\": 1, \"error\": null}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from jarvis_finance.storage.database import connect_memory\\n 4|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 5|from jarvis_finance.storage.schema import REQUIRED_TABLES\\n 6|\\n 7|\\n 8|def test_db_schema_can_be_created() -> None:\\n 9| conn = connect_memory()\\n 10| apply_migrations(conn)\\n 11| tables = {row[\\\"name\\\"] for row in conn.execute(\\\"SELECT name FROM sqlite_master WHERE type='table'\\\")}\\n 12| assert set(REQUIRED_TABLES).issubset(tables)\\n 13|\\n 14|\\n 15|def test_schema_version_recorded() -> None:\\n 16| conn = connect_memory()\\n 17| apply_migrations(conn)\\n 18| assert get_schema_version(conn) == 1\\n 19|\", \"total_lines\": 18, \"file_size\": 633, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"id": "call_xyrypqiSaIT4FW5oInAMviuW",
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"arguments": "{\"mode\":\"replace\",\"old_string\":\" assert get_schema_version(conn) == 1\\n\",\"new_string\":\" assert get_schema_version(conn) == 2\\n\\n\\ndef test_decimal_sensitive_columns_use_text_affinity() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n tx_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n crypto_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(crypto_holdings)\\\").fetchall()}\\n instrument_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instruments)\\\").fetchall()}\\n assert tx_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n assert tx_cols[\\\"fx_rate_to_chf\\\"].upper() == \\\"TEXT\\\"\\n assert crypto_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n assert {\\\"position_category\\\", \\\"ter\\\", \\\"distribution_policy\\\", \\\"index_name\\\", \\\"fund_domicile\\\", \\\"benchmark\\\"}.issubset(instrument_cols)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n@@ -15,4 +15,16 @@\\n def test_schema_version_recorded() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n- assert get_schema_version(conn) == 1\\n+ assert get_schema_version(conn) == 2\\n+\\n+\\n+def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n+ conn = connect_memory()\\n+ apply_migrations(conn)\\n+ tx_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n+ crypto_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(crypto_holdings)\\\").fetchall()}\\n+ instrument_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instruments)\\\").fetchall()}\\n+ assert tx_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n+ assert tx_cols[\\\"fx_rate_to_chf\\\"].upper() == \\\"TEXT\\\"\\n+ assert crypto_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n+ assert {\\\"position_category\\\", \\\"ter\\\", \\\"distribution_policy\\\", \\\"index_name\\\", \\\"fund_domicile\\\", \\\"benchmark\\\"}.issubset(instrument_cols)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"old_string\":\" tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Verkaufen\\\", \\\"Dividende/Ausschüttung\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n\",\"new_string\":\" tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Verkaufen\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"}"
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"reasoning": "**Fixing dividend UI**\n\nI see there's an issue with the UI in the dividend tab that's a bit weird. I'm considering whether to implement forms for dividends, distributions, and fees separately and adjust the correction tabs as well. Right now, there are six tabs, but tab three has just info with no dividend form, while tab four is for corrections. Since the user asked, it could make sense to simplify things with around seven tabs and make a patch at the bottom. Let's see how that works!",
"reasoning_content": "**Fixing dividend UI**\n\nI see there's an issue with the UI in the dividend tab that's a bit weird. I'm considering whether to implement forms for dividends, distributions, and fees separately and adjust the correction tabs as well. Right now, there are six tabs, but tab three has just info with no dividend form, while tab four is for corrections. Since the user asked, it could make sense to simplify things with around seven tabs and make a patch at the bottom. Let's see how that works!",
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"text": "**Fixing dividend UI**\n\nI see there's an issue with the UI in the dividend tab that's a bit weird. I'm considering whether to implement forms for dividends, distributions, and fees separately and adjust the correction tabs as well. Right now, there are six tabs, but tab three has just info with no dividend form, while tab four is for corrections. Since the user asked, it could make sense to simplify things with around seven tabs and make a patch at the bottom. Let's see how that works!"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n@@ -33,7 +33,7 @@\\n options = get_equity_management_options(conn)\\n account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n- tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Verkaufen\\\", \\\"Dividende/Ausschüttung\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n+ tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Verkaufen\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n \\n with tabs[0]:\\n st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" transaction_form(tabs[1], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[2], \\\"Verkauf erfassen\\\", \\\"partial_sell\\\")\\n transaction_form(tabs[3], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n transaction_form(tabs[4], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n transaction_form(tabs[5], \\\"Fee erfassen\\\", \\\"fee\\\")\\n transaction_form(tabs[6], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n\\n with tabs[7]:\\n\",\"old_string\":\" transaction_form(tabs[1], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[2], \\\"Verkauf erfassen\\\", \\\"partial_sell\\\")\\n with tabs[3]:\\n st.subheader(\\\"Dividende/Ausschüttung\\\")\\n choice = st.radio(\\\"Typ\\\", [\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"], key=\\\"equity_income_choice\\\")\\n st.info(\\\"Bitte nach Auswahl die Seite neu laden, falls du zwischen Dividende/Ausschüttung/Fee wechselst. Kleine MVP-Unschönheit, très chic.\\\")\\n transaction_form(tabs[4], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n\\n with tabs[5]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n@@ -138,12 +138,11 @@\\n \\n transaction_form(tabs[1], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[2], \\\"Verkauf erfassen\\\", \\\"partial_sell\\\")\\n- with tabs[3]:\\n- st.subheader(\\\"Dividende/Ausschüttung\\\")\\n- choice = st.radio(\\\"Typ\\\", [\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"], key=\\\"equity_income_choice\\\")\\n- st.info(\\\"Bitte nach Auswahl die Seite neu laden, falls du zwischen Dividende/Ausschüttung/Fee wechselst. Kleine MVP-Unschönheit, très chic.\\\")\\n- transaction_form(tabs[4], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n+ transaction_form(tabs[3], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n+ transaction_form(tabs[4], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n+ transaction_form(tabs[5], \\\"Fee erfassen\\\", \\\"fee\\\")\\n+ transaction_form(tabs[6], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n \\n- with tabs[5]:\\n+ with tabs[7]:\\n st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n show_table(st, data.get_positions(conn))\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"tool_calls": [
{
"id": "call_PlldLUmB1owwJxRrWsmuLi2H",
"call_id": "call_PlldLUmB1owwJxRrWsmuLi2H",
"response_item_id": "fc_002041bba6e51fe5016a06444dd4508191a919c8f495e6e964",
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"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nPYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.crypto.holdings import calculate_crypto_holdings\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\ns=load_settings(repo_root=find_repo_root())\\nconn=connect(s.db_path)\\ntry:\\n apply_migrations(conn)\\n asset=conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id='bitcoin' AND upper(symbol)='BTC' AND lower(coin_name)='bitcoin'\\\").fetchone()\\n if not asset: raise SystemExit('btc_asset_missing')\\n asset_id=asset['asset_id']\\n btc_holdings=conn.execute('SELECT COUNT(*) c FROM crypto_holdings WHERE asset_id=?',(asset_id,)).fetchone()['c']\\n source_count=2\\n dups=conn.execute('SELECT COUNT(*) c FROM (SELECT asset_id,wallet_id,COUNT(*) n FROM crypto_holdings GROUP BY asset_id,wallet_id HAVING n>1)').fetchone()['c']\\n type_groups=conn.execute('SELECT typeof(quantity) t, COUNT(*) c FROM crypto_holdings WHERE asset_id=? GROUP BY typeof(quantity)',(asset_id,)).fetchall()\\n audit_holding=conn.execute(\\\"SELECT COUNT(*) c FROM audit_log WHERE entity_type='crypto_holding' AND action='initial_crypto_holding_snapshot' AND entity_id IN (SELECT crypto_holding_id FROM crypto_holdings WHERE asset_id=?)\\\",(asset_id,)).fetchone()['c']\\n read_model_has_btc = asset_id in calculate_crypto_holdings(conn).total_by_asset\\n ctx=build_crypto_report_context(conn)\\n report_has_btc=any(r.get('symbol')=='BTC' and r.get('coingecko_id')=='bitcoin' for r in ctx['coins'])\\n print('btc_asset_present=True')\\n print('btc_holding_count_matches_source=' + str(btc_holdings == source_count))\\n print('btc_holdings_imported=' + str(btc_holdings))\\n print('duplicate_holdings=' + str(dups > 0))\\n print('quantity_type_groups=' + ','.join(f\\\"{r['t']}:{r['c']}\\\" for r in type_groups))\\n print('quantity_text_decimal=' + str(len(type_groups)==1 and type_groups[0]['t']=='text'))\\n print('audit_logs_for_each_holding=' + str(audit_holding == btc_holdings == source_count))\\n print('read_model_has_btc=' + str(read_model_has_btc))\\n print('report_context_has_btc=' + str(report_has_btc))\\nfinally:\\n conn.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 --branch\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"content": "{\"output\": \"btc_asset_present=True\\nbtc_holding_count_matches_source=True\\nbtc_holdings_imported=2\\nduplicate_holdings=False\\nquantity_type_groups=text:2\\nquantity_text_decimal=True\\naudit_logs_for_each_holding=True\\nread_model_has_btc=True\\nreport_context_has_btc=True\\nGIT_SAFETY_OK\\n## main...origin/main\\n M src/jarvis_finance/dashboard/pages/__init__.py\\n M src/jarvis_finance/storage/migrations.py\\n M src/jarvis_finance/storage/schema.py\\n M tests/unit/test_schema.py\\n?? src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n?? src/jarvis_finance/equity/\\n?? tests/unit/test_equity_manage.py\", \"exit_code\": 0, \"error\": null}",
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"reasoning_content": "**Considering compilation errors**\n\nI need to run full tests, but my initial thought is that there might be a compilation failure. I’m wondering if I should check the code for any issues before moving ahead with the testing. It feels like starting tests without ensuring a successful compile could lead to problems later on. So, I guess tackling the compilation issue first makes the most sense before diving deeper into the testing phase!",
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"encrypted_content": "gAAAAABqBkRlb3OVKbkiZXm1gg1slJGrq20nRVM-e-BYqfvdsvxtnK3jZr87xbotHqJljHb1bJDjOGcFGyjtYPCap_fxib4miwvHV_N6Bh8Y1sQC8YGBI27oqiN8N9qTwhNKWQi7TCBTGHF_vpZ5GU7TPCCSxGm8w6xeUwvDrc4S_mM5uszDoyqhDXzVPwu0ViNHUvLS9rKRPmRTBMHaV_Tz-yklBnMTTbaybPhlYaJktA1Szz6byqNo098NthX-JRwbcxd8OojqoxEVvYjb8UwQM97RHtTosTfoAJQOPXQBYA_e72xNdMgDuJMlCHqh0lw2c87T9ile9LHJwDNQCsZjv9Qix36XsAmKjOQ0GCErwEgh-oWtu7eRhKZ40dDeTJ9KlrqBZ1T_6s6x0P-hncAa3uDV7ZHjUeK2YEu5Ia7nQmHNMkqJYKyFKScyuuuYa263M_M_hZPoLIbJsMp5CcO0Sqz7hwSl7BuT8AuRB05ACewS1YEJzjhGiQWG5BroL_fshiQbpm1UpbNtxy3nbL-291RBUdOdhJ872ROD4YVmSkc2TM56USuseDRBpHY_duqKVohZnB5bCuz-3tOiAun7ll6squw5cc8nt48HCVUyw-8hl3HC3x4gw_IqjOzY8VCqaRWxR8utMkQtT6uh8dKMjqNBVhd2ZfKwBBOHzdk0kaF-dq6AFTlFkc7Xdi1DhUNnlJ3ZW-0HGsKhK5nLTUpAnxTR5QEiUBGY9TqmIGczWGFgalB9p1gW6xF5e1GEX7pCP2bHifDWkcOyHGhW1uQntikBaRcgsC1TazyO1OBnVyFAgUYzOmAj3Y_8QV8ypZR7up91Ht94IqWGSxbs3Nuuq0iFqHtrd6Z0CJfLnv_857r6qmoPbCk6dzfyR_sEssP049WTUwUexjhYlChlMIHabpufbuXvwYUH60iyue4jpEvZitwqEv0OXKsBQy9ldvtL_PYzmfeh_DHML3mQUghngW19uKNOSg==",
"id": "rs_002041bba6e51fe5016a064460ff28819194ff28e3fd8c8693",
"summary": [
{
"type": "summary_text",
"text": "**Considering compilation errors**\n\nI need to run full tests, but my initial thought is that there might be a compilation failure. I’m wondering if I should check the code for any issues before moving ahead with the testing. It feels like starting tests without ensuring a successful compile could lead to problems later on. So, I guess tackling the compilation issue first makes the most sense before diving deeper into the testing phase!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nCompiling 'src/jarvis_finance/app.py'...\\nListing 'src/jarvis_finance/audit'...\\nCompiling 'src/jarvis_finance/audit/__init__.py'...\\nCompiling 'src/jarvis_finance/audit/decorators.py'...\\nCompiling 'src/jarvis_finance/audit/log.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/__init__.py'...\\nCompiling 'src/jarvis_finance/crypto/assets.py'...\\nCompiling 'src/jarvis_finance/crypto/holdings.py'...\\nCompiling 'src/jarvis_finance/crypto/manage.py'...\\nCompiling 'src/jarvis_finance/crypto/transactions.py'...\\nCompiling 'src/jarvis_finance/crypto/validators.py'...\\nCompiling 'src/jarvis_finance/crypto/valuation.py'...\\nCompiling 'src/jarvis_finance/crypto/wallets.py'...\\nListing 'src/jarvis_finance/dashboard'...\\nCompiling 'src/jarvis_finance/dashboard/__init__.py'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nCompiling 'src/jarvis_finance/dashboard/components/__init__.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/charts.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/forms.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/tables.py'...\\nCompiling 'src/jarvis_finance/dashboard/components/warnings.py'...\\nCompiling 'src/jarvis_finance/dashboard/data.py'...\\nCompiling 'src/jarvis_finance/dashboard/demo_data.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'...\\nCompiling 'src/jarvis_finance/dashboard/pages/__init__.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_00_command_center.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_01_portfolio.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_02_platforms.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_03_equities_etfs.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_04_crypto.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_05_wallets.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_06_ledger.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_07_watchlist.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_08_reports.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_09_alerts.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_10_audit.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_11_settings_data_quality.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py'...\\nCompiling 'src/jarvis_finance/dashboard/pages/page_13_equity_manage.py'...\\nListing 'src/jarvis_finance/equity'...\\nCompiling 'src/jarvis_finance/equity/__init__.py'...\\nCompiling 'src/jarvis_finance/equity/manage.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/__init__.py'...\\nCompiling 'src/jarvis_finance/imports/accounts_importer.py'...\\nCompiling 'src/jarvis_finance/imports/cash_balances_importer.py'...\\nCompiling 'src/jarvis_finance/imports/common.py'...\\nCompiling 'src/jarvis_finance/imports/crypto_holdings_importer.py'...\\nCompiling 'src/jarvis_finance/imports/crypto_transactions_importer.py'...\\nCompiling 'src/jarvis_finance/imports/crypto_wallets_importer.py'...\\nCompiling 'src/jarvis_finance/imports/csv_dialect.py'...\\nCompiling 'src/jarvis_finance/imports/dry_run.py'...\\nCompiling 'src/jarvis_finance/imports/instruments_importer.py'...\\nCompiling 'src/jarvis_finance/imports/row_hash.py'...\\nCompiling 'src/jarvis_finance/imports/transactions_importer.py'...\\nCompiling 'src/jarvis_finance/imports/validators.py'...\\nCompiling 'src/jarvis_finance/imports/watchlist_importer.py'...\\nListing 'src/jarvis_finance/ledger'...\\nCompiling 'src/jarvis_finance/ledger/__init__.py'...\\nCompiling 'src/jarvis_finance/ledger/cash.py'...\\nCompiling 'src/jarvis_finance/ledger/cost_basis.py'...\\nCompiling 'src/jarvis_finance/ledger/performance.py'...\\nCompiling 'src/jarvis_finance/ledger/positions.py'...\\nCompiling 'src/jarvis_finance/ledger/transactions.py'...\\nCompiling 'src/jarvis_finance/ledger/validators.py'...\\nListing 'src/jarvis_finance/market'...\\nCompiling 'src/jarvis_finance/market/__init__.py'...\\nCompiling 'src/jarvis_finance/market/providers.py'...\\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/alerts.py'...\\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_equity_manage.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........................................................................ [ 75%]\\n....................... [100%]\\n95 passed in 0.36s\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_XRGSq0H51rZUYLtWWvO0o3C1"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_0q0drb8AYZxjOZaWzPSa8S5G",
"call_id": "call_0q0drb8AYZxjOZaWzPSa8S5G",
"response_item_id": "fc_002041bba6e51fe5016a06446bc0f881918ad003b06f839c24",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\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\\ngit diff -- src/jarvis_finance/equity/manage.py src/jarvis_finance/storage/migrations.py src/jarvis_finance/dashboard/pages/page_13_equity_manage.py | sed -n '1,260p'\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Ensuring Git safety**\n\nI need to ensure safety with Git, but I should check for any code issues first. It seems like I also need to import the dashboard smoke tests. Then there’s the cosmetic issue with that extra space in the account label on page 13. It would be good to test the import pages to see if they pass. I’ll also need to inspect the Git diff to confirm everything is working correctly.",
"reasoning_content": "**Ensuring Git safety**\n\nI need to ensure safety with Git, but I should check for any code issues first. It seems like I also need to import the dashboard smoke tests. Then there’s the cosmetic issue with that extra space in the account label on page 13. It would be good to test the import pages to see if they pass. I’ll also need to inspect the Git diff to confirm everything is working correctly.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkRrU1HILHHwycIPznTKbkCZFsXnKoknpHjWyrCOiKuf-gudIHyw1iJ9KEXV711GiJdQS5ZlGVA3qZ1ByddLO3OiDSAhDnbV0AVuqWGcne2-B_Infn_3bIADXhlg8dhUwyw6dmPA_y_G4JW0zWhiNVfpynDOmCh0LrkD-Qp8poW0F1N-nvEL-rUsd-V81I71i55_-wUiRcGFKqXDQWD6h_Em-Bkir52SBLbnb_UEphsxr2ZVutwEKK5xjYuB9aqjFazxYMcYm3V8J0UhreMdBKW6nEeXs4tZWpsDQaJ1tBuVdlF9VlqhrqBkKaZcIAGcTibbQiNTRiSW4ShzXtJxqZHcw4NGVX3ALMcqCpVi22xk2Ith-_h1Xf4V6tqfP2uUF7mbOfBIFbgw6r4fDF0zFCvzUJzWXB9A_ZVEj3h2xqZzT_qW03l5sGs-a4Bfwle0uEneJbIis3V7LOrRsCD2DX0zlH9y_9MqtyUSRKdCBT-ZK2cFocIhscb4FD02S9pXy3qs8FY8eLukSRjQ2eqdkOVRC7js-8mTlcf0qI48RNf4_THaGAIOWH84snEqtakpC4eoP3Cagxyj6-mbjx-tgd3WwEVHRAnXzDdt5uD0QjMBtj1urUU4-OkC9Rfomw5HJpT15fFpHse7z-1rF6v5LhZsjeMWzvGop-wy5MlaxSFbv_jWe7ZaZ_WzmRUUR9fcn1d9umDfyyqW4IRaDDXAmegfBtnsi0tUJ3E1278NXoxS_flYZQAWjxt2QGi9rrLNE3E4ojzCriXVJJ5YN-PqNR0OIEJK6bKRfTcKpowZkYmghm5vEpTWW7n4qwTNE-LSjkvHNfxahwwHZJPpI0uSKDh9BRyqf6CSJFXJYoc6qyPNMddm_rbfTXisGlnafweBV2rOO1bItmvXIMPAddtM0oZXe-bGkig1MHryxuc665oiHk0CCjsnjr0E9oNBtvePHY4sBD3Om2kWCpwFRz5f8kYb45NfvAn_sydlPlKBbyEeWnzQ6_hfq4HCqLwoFz8m1llzElz25A5TXNw3YcqftHvb-vMCZb6wh1LbFFNzg-gCEksnwMEwjjka9u2HeefsUB2uxk1YVjHRFPjcOYps_7hml-o22r2s91gOb4MnkKZUjUVlgXJgprqwfihmm0WS6W3OEAfXTNKPMwY8da7Tgn77vQ==",
"id": "rs_002041bba6e51fe5016a0644691a50819188e3534a74d1472c",
"summary": [
{
"type": "summary_text",
"text": "**Ensuring Git safety**\n\nI need to ensure safety with Git, but I should check for any code issues first. It seems like I also need to import the dashboard smoke tests. Then there’s the cosmetic issue with that extra space in the account label on page 13. It would be good to test the import pages to see if they pass. I’ll also need to inspect the Git diff to confirm everything is working correctly."
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"GIT_SAFETY_OK\\n M src/jarvis_finance/dashboard/pages/__init__.py\\n M src/jarvis_finance/storage/migrations.py\\n M src/jarvis_finance/storage/schema.py\\n M tests/unit/test_schema.py\\n?? src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n?? src/jarvis_finance/equity/\\n?? tests/unit/test_equity_manage.py\\ndiff --git a/src/jarvis_finance/storage/migrations.py b/src/jarvis_finance/storage/migrations.py\\nindex c0ac890..f056c8d 100644\\n--- a/src/jarvis_finance/storage/migrations.py\\n+++ b/src/jarvis_finance/storage/migrations.py\\n@@ -6,8 +6,24 @@ from sqlite3 import Connection\\n \\n from .schema import INITIAL_SCHEMA_SQL\\n \\n-MIGRATION_VERSION = 1\\n-MIGRATION_NAME = \\\"001_initial_schema\\\"\\n+MIGRATION_VERSION = 2\\n+MIGRATION_NAME = \\\"002_equity_manage_and_crypto_text_compat\\\"\\n+\\n+INSTRUMENT_OPTIONAL_COLUMNS = {\\n+ \\\"position_category\\\": \\\"TEXT\\\",\\n+ \\\"ter\\\": \\\"TEXT\\\",\\n+ \\\"distribution_policy\\\": \\\"TEXT\\\",\\n+ \\\"index_name\\\": \\\"TEXT\\\",\\n+ \\\"fund_domicile\\\": \\\"TEXT\\\",\\n+ \\\"benchmark\\\": \\\"TEXT\\\",\\n+}\\n+\\n+TEXT_AFFINITY_COLUMNS = {\\n+ \\\"transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_original\\\", \\\"tax_original\\\", \\\"net_amount_original\\\", \\\"fx_rate_to_chf\\\", \\\"gross_amount_chf\\\", \\\"fee_chf\\\", \\\"tax_chf\\\", \\\"net_amount_chf\\\"},\\n+ \\\"crypto_holdings\\\": {\\\"quantity\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n+ \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n+ \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n+}\\n \\n \\n def utc_now() -> str:\\n@@ -23,12 +39,70 @@ def get_schema_version(conn: Connection) -> int:\\n return int(row[\\\"version\\\"] or 0) if row else 0\\n \\n \\n+def _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n+ return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n+\\n+\\n+def _add_missing_instrument_columns(conn: Connection) -> None:\\n+ existing = _table_columns(conn, \\\"instruments\\\")\\n+ for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\\n+ if name not in existing:\\n+ conn.execute(f\\\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\\\")\\n+\\n+\\n+def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\\n+ cols = conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()\\n+ if not cols:\\n+ return\\n+ needs_rebuild = any(row[\\\"name\\\"] in text_columns and (row[\\\"type\\\"] or \\\"\\\").upper() != \\\"TEXT\\\" for row in cols)\\n+ if not needs_rebuild:\\n+ return\\n+ tmp = f\\\"{table}__text_migration\\\"\\n+ col_defs: list[str] = []\\n+ pk_cols = [row[\\\"name\\\"] for row in cols if row[\\\"pk\\\"]]\\n+ for row in cols:\\n+ name = row[\\\"name\\\"]\\n+ col_type = \\\"TEXT\\\" if name in text_columns else (row[\\\"type\\\"] or \\\"TEXT\\\")\\n+ parts = [name, col_type]\\n+ if row[\\\"pk\\\"] and len(pk_cols) == 1:\\n+ parts.append(\\\"PRIMARY KEY\\\")\\n+ if row[\\\"notnull\\\"]:\\n+ parts.append(\\\"NOT NULL\\\")\\n+ if row[\\\"dflt_value\\\"] is not None:\\n+ parts.append(f\\\"DEFAULT {row['dflt_value']}\\\")\\n+ col_defs.append(\\\" \\\".join(parts))\\n+ if len(pk_cols) > 1:\\n+ col_defs.append(\\\"PRIMARY KEY (\\\" + \\\", \\\".join(pk_cols) + \\\")\\\")\\n+ conn.execute(f\\\"DROP TABLE IF EXISTS {tmp}\\\")\\n+ conn.execute(f\\\"CREATE TABLE {tmp} (\\\" + \\\", \\\".join(col_defs) + \\\")\\\")\\n+ names = [row[\\\"name\\\"] for row in cols]\\n+ select_exprs = [f\\\"CAST({name} AS TEXT)\\\" if name in text_columns else name for name in names]\\n+ conn.execute(f\\\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\\\")\\n+ conn.execute(f\\\"DROP TABLE {table}\\\")\\n+ conn.execute(f\\\"ALTER TABLE {tmp} RENAME TO {table}\\\")\\n+ if table == \\\"crypto_holdings\\\":\\n+ conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\\\")\\n+\\n+\\n+def _apply_compat_migrations(conn: Connection) -> None:\\n+ _add_missing_instrument_columns(conn)\\n+ for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n+ _rebuild_table_with_text_columns(conn, table, text_columns)\\n+\\n+\\n def apply_migrations(conn: Connection) -> None:\\n conn.executescript(INITIAL_SCHEMA_SQL)\\n+ existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n+ if not existing_initial:\\n+ conn.execute(\\n+ \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n+ (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n+ )\\n+ _apply_compat_migrations(conn)\\n existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n if not existing:\\n conn.execute(\\n \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n- (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n+ (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n )\\n conn.commit()\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_0q0drb8AYZxjOZaWzPSa8S5G"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_6uNuj0kMspo7nILJUqvGuNCB",
"call_id": "call_6uNuj0kMspo7nILJUqvGuNCB",
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"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\ngit diff --stat\\nPYTHONPATH=src python -m compileall src tests >/tmp/fm_compile.log\\nPYTHONPATH=src pytest tests -q\\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 --branch\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
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"id": "rs_002041bba6e51fe5016a06446fbb4081919c4e95ed16ff72b8",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"src/jarvis_finance/dashboard/pages/__init__.py | 2 +\\n src/jarvis_finance/storage/migrations.py | 80 +++++++++++++++++++++++++-\\n src/jarvis_finance/storage/schema.py | 2 +-\\n tests/unit/test_schema.py | 14 ++++-\\n 4 files changed, 93 insertions(+), 5 deletions(-)\\n........................................................................ [ 75%]\\n....................... [100%]\\n95 passed in 0.40s\\nGIT_SAFETY_OK\\n## main...origin/main\\n M src/jarvis_finance/dashboard/pages/__init__.py\\n M src/jarvis_finance/storage/migrations.py\\n M src/jarvis_finance/storage/schema.py\\n M tests/unit/test_schema.py\\n?? src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n?? src/jarvis_finance/equity/\\n?? tests/unit/test_equity_manage.py\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_6uNuj0kMspo7nILJUqvGuNCB"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_GaSBUTctSC8DBFm9jvA0a7gp",
"call_id": "call_GaSBUTctSC8DBFm9jvA0a7gp",
"response_item_id": "fc_002041bba6e51fe5016a06447c0364819190451b6bf464e2a1",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\ngit add src/jarvis_finance/dashboard/pages/__init__.py src/jarvis_finance/dashboard/pages/page_13_equity_manage.py src/jarvis_finance/equity src/jarvis_finance/storage/migrations.py src/jarvis_finance/storage/schema.py tests/unit/test_equity_manage.py tests/unit/test_schema.py\\ngit commit -m \\\"feat: add equity ETF management UI\\\"\\ngit rev-parse --short HEAD\\ngit status --short --branch\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Confirming commits**\n\nI see that I didn't include untracked files in my last check. That means I need to commit those changes to ensure everything is accounted for. I want to make sure that nothing important is left out. So, I'll gather up those untracked files and prepare to commit them, keeping things tidy. It’s so easy to overlook this step, but I want to make sure I'm thorough!",
"reasoning_content": "**Confirming commits**\n\nI see that I didn't include untracked files in my last check. That means I need to commit those changes to ensure everything is accounted for. I want to make sure that nothing important is left out. So, I'll gather up those untracked files and prepare to commit them, keeping things tidy. It’s so easy to overlook this step, but I want to make sure I'm thorough!",
"codex_reasoning_items": [
{
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"id": "rs_002041bba6e51fe5016a0644798d788191b6d86ed7315cb79c",
"summary": [
{
"type": "summary_text",
"text": "**Confirming commits**\n\nI see that I didn't include untracked files in my last check. That means I need to commit those changes to ensure everything is accounted for. I want to make sure that nothing important is left out. So, I'll gather up those untracked files and prepare to commit them, keeping things tidy. It’s so easy to overlook this step, but I want to make sure I'm thorough!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"[main 1131cde] feat: add equity ETF management UI\\n 8 files changed, 956 insertions(+), 5 deletions(-)\\n create mode 100644 src/jarvis_finance/dashboard/pages/page_13_equity_manage.py\\n create mode 100644 src/jarvis_finance/equity/__init__.py\\n create mode 100644 src/jarvis_finance/equity/manage.py\\n create mode 100644 tests/unit/test_equity_manage.py\\n1131cde\\n## main...origin/main [voraus 1]\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_GaSBUTctSC8DBFm9jvA0a7gp"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_NlO9gdcq0kfkuwPSyy8oxD1Y",
"call_id": "call_NlO9gdcq0kfkuwPSyy8oxD1Y",
"response_item_id": "fc_002041bba6e51fe5016a0644806d908191b04afce871d63b0a",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nPYTHONPATH=src python -m compileall src tests >/tmp/fm_compile_push.log\\nPYTHONPATH=src pytest tests -q\\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 --branch\\nTOKEN=$(python - <<'PY'\\nimport re\\nfrom pathlib import Path\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text()\\nm=re.search(r'github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+|gho_[A-Za-z0-9_]+', text)\\nif not m:\\n raise SystemExit('token_not_found')\\nprint(m.group(0))\\nPY\\n)\\nAUTH_URL=\\\"https://${TOKEN}@github.com/Gamexgit/FinanceManager.git\\\"\\ngit fetch \\\"$AUTH_URL\\\" main:refs/remotes/origin/main --quiet\\nLOCAL=$(git rev-parse HEAD)\\nORIGIN=$(git rev-parse origin/main)\\nBASE=$(git merge-base HEAD origin/main)\\nif [ \\\"$ORIGIN\\\" != \\\"$BASE\\\" ]; then\\n unset TOKEN AUTH_URL\\n echo 'REMOTE_HAS_NEW_COMMITS=yes'\\n exit 3\\nfi\\ngit push \\\"$AUTH_URL\\\" main:main\\nunset TOKEN AUTH_URL\\ngit fetch origin main --quiet\\necho remote_head=$(git rev-parse --short origin/main)\\necho local_head=$(git rev-parse --short HEAD)\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short --branch\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
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{
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"id": "rs_002041bba6e51fe5016a06447fc8388191b247a578f908a4cc",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"........................................................................ [ 75%]\\n....................... [100%]\\n95 passed in 0.40s\\nGIT_SAFETY_OK\\n## main...origin/main [voraus 1]\\nTo https://github.com/Gamexgit/FinanceManager.git\\n fc67bb3..1131cde main -> main\\nfatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden\", \"exit_code\": 128, \"error\": null}",
"tool_call_id": "call_NlO9gdcq0kfkuwPSyy8oxD1Y"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_HXG0ibVquNgR23gPhoFNrOmK",
"call_id": "call_HXG0ibVquNgR23gPhoFNrOmK",
"response_item_id": "fc_002041bba6e51fe5016a0644930a1481918f4a040dff433b19",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nTOKEN=$(python - <<'PY'\\nimport re\\nfrom pathlib import Path\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text()\\nprint(re.search(r'github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+|gho_[A-Za-z0-9_]+', text).group(0))\\nPY\\n)\\nAUTH_URL=\\\"https://${TOKEN}@github.com/Gamexgit/FinanceManager.git\\\"\\ngit fetch \\\"$AUTH_URL\\\" main:refs/remotes/origin/main --quiet\\nunset TOKEN AUTH_URL\\necho remote_head=$(git rev-parse --short origin/main)\\necho local_head=$(git rev-parse --short HEAD)\\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 --branch\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqBkST1E_BB6T0lOLSyjjs_juLXWjIxz0WDU1XR3CDKTBpAGVxpQAA0okDEQdSGkJwQD0WST3SVI38HjW9ZRP8vpi9jyaNsd9h4ahZ_-NoN07QfQXB-qZQWTOKxt40-Xw27gTZo-Khvu294mPr68ZQFu0keq8HUAT1lIX_gLupHuJJYz70t8p7dmgwK_wZwUT0eUfa0XysuoBfLi2XDexneKXm6rAitMrWrN9aGaCYQFBUs17ygYsLVO0ek6pWpVNd-mZRMVMjhBJIZCqtSnon_W3h5AzyVO6Qrih3jYXbdngWskytEZmz2L6umpb16vkWP2H6JO82KvbPeRkfEnXlG99oqWaisqI9nZSqQp53y2CV1iT-XwApCGGZuwuvQVpaxaRwwBS4xdVtEBW0TETXAnqkP5EeGsOptUky_BhVUlaMMJ7zg5pkUzrC0iSqdixAJymXaEL1Z-9jBN7Q6R2TSJX1bBKyNHYPq6_yZfoKUu_VIeqbHja9FiMoDwJR3r3zkyx_CoUlEFLry491pi7yLSwKkuxIkD3MMuk7vh1Wb2_evcJSM8rYnJKEY_d8dYeLuDkDo5qSmbHiBORAlfDsRHDY34UZdV-KEN25YMRyyKnNQIG83veoFHHCuq3GgNxHDPpdmqdatgMnT81d_0zj_nCmsAbT_GAOXhv5HEV1afAVF1waFOEUG_qT5jlClgRREJ5s2aq0xntbF_yyo1Wsr8Esy--ov1iP5C83zVCOTGrmg64DVYOoUnJeSRA4sficw1CyW5bYu-DFWZTjtdulhy--06E9XyBYkDqocfXc_yAyldYQ22Ns0_u7DpYDmIo2TKRimBPgLQ8Tn-7643dhNzxY8aAIeZQbSSZfS3MKtOGRskp98tY5ST3_SoVTqISccQ7WllcZnypR51U8VCOA66snADLmdvYavDAwcwsOsvsY0Sl029y_yaGbzxgWcZBGUNO3HFoP8ssve3vBfuzhhcCoj7XgaBjWmwGkCOZfYHqaGKiHFSomlOGkcgNXHTTjOM8K",
"id": "rs_002041bba6e51fe5016a06449159208191adde78c7c8f84374",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"remote_head=1131cde\\nlocal_head=1131cde\\nGIT_SAFETY_OK\\n## main...origin/main\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_HXG0ibVquNgR23gPhoFNrOmK"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_P3W6cQXpBreDgPr7lL5BkXnJ",
"call_id": "call_P3W6cQXpBreDgPr7lL5BkXnJ",
"response_item_id": "fc_002041bba6e51fe5016a06449fff3c819184077d23a5ea5587",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nPYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\ns=load_settings(repo_root=find_repo_root())\\nconn=connect(s.db_path)\\ntry:\\n apply_migrations(conn)\\n asset=conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id='bitcoin' AND upper(symbol)='BTC' AND lower(coin_name)='bitcoin'\\\").fetchone()\\n asset_id=asset['asset_id'] if asset else None\\n btc_holdings=conn.execute('SELECT COUNT(*) c FROM crypto_holdings WHERE asset_id=?',(asset_id,)).fetchone()['c'] if asset_id else 0\\n audit_holding=conn.execute(\\\"SELECT COUNT(*) c FROM audit_log WHERE entity_type='crypto_holding' AND action='initial_crypto_holding_snapshot' AND entity_id IN (SELECT crypto_holding_id FROM crypto_holdings WHERE asset_id=?)\\\",(asset_id,)).fetchone()['c'] if asset_id else 0\\n dups=conn.execute('SELECT COUNT(*) c FROM (SELECT asset_id,wallet_id,COUNT(*) n FROM crypto_holdings GROUP BY asset_id,wallet_id HAVING n>1)').fetchone()['c']\\n type_ok=conn.execute(\\\"SELECT COUNT(*) c FROM crypto_holdings WHERE asset_id=? AND typeof(quantity)='text'\\\",(asset_id,)).fetchone()['c'] == btc_holdings if asset_id else False\\n ctx=build_crypto_report_context(conn)\\n warning_codes=sorted({w['code'] for w in ctx['data_quality_warnings'] if w.get('entity_id')==asset_id}) if asset_id else []\\n print('btc_asset_present=' + str(bool(asset_id)))\\n print('btc_holdings=' + str(btc_holdings))\\n print('audit_logs=' + str(audit_holding))\\n print('dups=' + str(dups))\\n print('quantity_text_ok=' + str(type_ok))\\n print('report_warning_codes=' + ','.join(warning_codes))\\nfinally:\\n conn.close()\\nPY\\ngit show --name-only --format='commit=%h%nsubject=%s' HEAD\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
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"reasoning": "**Compiling test results**\n\nI need to finalize the compile and tests, and maybe look into any changed files. Also, I should aggregate the BTC data and verify the runtime after ensuring the git status is clean. The user mentioned errors or warnings, so I might need to check for any \"warnings\" related to missing BTC prices. I'll use the aggregate to confirm there are no import errors, but there might be data quality issues regarding local BTC prices, especially for warning codes with no values.",
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"content": "Erledigt, Sir.\n\n## 1. BTC-Test — aggregiertes Ergebnis\n\n- BTC-Test durchgeführt: **ja**\n- Nur Bitcoin BTC importiert: **ja**\n- Anzahl BTC-Wallet-Holdings importiert: **2**\n- Asset-Anzahl erhöht: **ja**\n- Holding-Anzahl erhöht: **ja**\n- Audit-Logs erstellt: **ja**\n- Audit-Log je BTC-Holding vorhanden: **ja**\n- Doppelte Holdings `asset_id + wallet_id`: **nein**\n- Quantity als Text/Decimal gespeichert: **ja**\n- Legacy-CHF-Werte ignoriert: **ja**\n- Crypto Read Model enthält BTC: **ja**\n- Report Context enthält BTC: **ja**\n- Git-Safety nach Runtime-Änderung: **GIT_SAFETY_OK**\n- Git Status nach Runtime-Änderung: **clean / synchron mit origin/main**\n- Fehler: **keine**\n- Warnings: **missing_price** für BTC im Report Context, erwartbar, weil kein lokaler BTC-Preis vorhanden ist. Kein Importfehler.\n\nKeine echten Mengen/Werte wurden ausgegeben.\n\n## 2. Dashboard-Zugriffsinformationen\n\n- Repo:\n ```text\n /home/agent/.hermes/repos/FinanceManager\n ```\n\n- Runtime-DB:\n ```text\n /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\n ```\n\n- Reports:\n ```text\n /home/agent/jarvis_runtime/finance-system/reports\n ```\n\n- Dashboard-Abhängigkeiten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n python -m pip install -e '.[dashboard]'\n ```\n\n- Streamlit starten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 127.0.0.1 --server.port 8501\n ```\n\n- Lokale URL:\n ```text\n http://127.0.0.1:8501\n ```\n\n- Port / Preview:\n - Port: **8501**\n - Falls remote/Preview nötig: Port **8501** forwarden.\n\n- Falls `127.0.0.1` nicht erreichbar ist:\n ```bash\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n ```\n\n- Crypto-Bestände prüfen:\n - Seite: **Crypto**\n\n- Fehlende Coins manuell ergänzen:\n - Seite: **Crypto Manage**\n\n- Aktien/ETF manuell erfassen:\n - Seite: **Equity/ETF Manage**\n\n## 3. Equity/ETF Manage UI — implementiert\n\nNeu gebaut:\n\n- Neue Dashboard-Seite: **Equity/ETF Manage**\n- Backend-Modul: `jarvis_finance.equity.manage`\n- Initial Snapshot Workflow:\n - Depot/Konto-Auswahl\n - Assetklasse `stock` / `ETF`\n - Name\n - ISIN primär\n - Ticker optional\n - Exchange optional\n - Währung `CHF/EUR/USD`\n - Menge als Decimal-Text\n - Cost Basis / Einstandswert\n - Snapshot-Datum\n - Kategorie `Core / Opportunity / Unknown`\n - Pflichtnotiz bei Initial Snapshot\n - Audit-Log\n- Transaktionsworkflows:\n - `buy`\n - `partial_sell`\n - `full_sell` im Backend validiert\n - `dividend`\n - `etf_distribution`\n - `fee`\n - `manual_adjustment`\n- FX-Logik:\n - Originalwährung gespeichert\n - FX-Kurs zu CHF gespeichert, wenn vorhanden\n - FX-Quelle gespeichert\n - `fx_status=missing` erzeugt Warning/Critical Alert\n - CHF-Gegenwerte werden berechnet, wenn FX vorhanden ist\n- ETF-Felder vorbereitet:\n - TER\n - Distribution Policy\n - Index\n - Fondsdomizil\n - Benchmark\n- Validierungen:\n - Konto Pflicht\n - Instrument Pflicht bei Transaktionen\n - ISIN oder Ticker Pflicht\n - Währung Pflicht\n - Menge > 0 bei Kauf/Snapshot/Sell\n - Verkauf darf Position nicht negativ machen\n - `full_sell` muss gesamte Position verkaufen\n - FX Pflicht bei Fremdwährung oder explizit `fx_status=missing`\n - `manual_adjustment` braucht Notiz\n - Initial Snapshot überschreibt keine bestehende Position\n - jede Änderung erzeugt Audit-Log\n\n## 4. Neue/geänderte Dateien\n\n- `src/jarvis_finance/equity/__init__.py`\n- `src/jarvis_finance/equity/manage.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/dashboard/pages/__init__.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `src/jarvis_finance/storage/schema.py`\n- `tests/unit/test_equity_manage.py`\n- `tests/unit/test_schema.py`\n\n## 5. Neue Tests\n\nNeu abgedeckt:\n\n- Aktie als Initial Snapshot hinzufügen\n- ETF als Initial Snapshot hinzufügen\n- ETF-spezifische Felder\n- USD-Aktie mit FX\n- fehlender FX erzeugt Alert/Warning\n- Verkauf reduziert Position\n- Verkauf blockiert negative Position\n- Dividende verändert Menge nicht\n- `manual_adjustment` braucht Notiz\n- Audit-Log bei Änderungen\n- Dashboard-Seite importiert sauber\n- Schema-Migration für Text-Affinity bei Decimal-sensitiven Spalten\n\n## 6. Qualitätsprüfung\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: **95 passed**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status: **clean / synchron mit origin/main**\n\n## 7. Commit & Push\n\n- Commit: `1131cde`\n- Message:\n ```text\n feat: add equity ETF management UI\n ```\n- Push auf `main`: **erfolgreich**\n- Remote HEAD: `1131cde`\n- Local HEAD: `1131cde`\n- Force-Push: **nein**\n\n## 8. Offene Risiken / Designentscheidungen\n\n- BTC hat aktuell im Report Context erwartbar `missing_price`, weil kein lokaler BTC-Preis vorhanden ist. Das ist Datenqualität, kein Importfehler.\n- Equity/ETF UI ist bewusst **synthetisch/manual-first**. Keine echten PostFinance-/TrueWealth-/Raiffeisen-Dateien wurden importiert.\n- Für Equity/ETF werden Initial Snapshots und Transaktionen im bestehenden Ledger gespeichert; spätere Broker-Mapping-/Dry-Run-Importer können darauf aufbauen.\n- Für Decimal-sensible Runtime-Kompatibilität wurde eine Schema-Migration ergänzt, damit Crypto- und Ledger-Decimal-Felder nicht versehentlich über SQLite Numeric Affinity als Float landen. Ein höflicher Tritt gegen SQLites „helpful“ Verhalten.",
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"text": "Erledigt, Sir.\n\n## 1. BTC-Test — aggregiertes Ergebnis\n\n- BTC-Test durchgeführt: **ja**\n- Nur Bitcoin BTC importiert: **ja**\n- Anzahl BTC-Wallet-Holdings importiert: **2**\n- Asset-Anzahl erhöht: **ja**\n- Holding-Anzahl erhöht: **ja**\n- Audit-Logs erstellt: **ja**\n- Audit-Log je BTC-Holding vorhanden: **ja**\n- Doppelte Holdings `asset_id + wallet_id`: **nein**\n- Quantity als Text/Decimal gespeichert: **ja**\n- Legacy-CHF-Werte ignoriert: **ja**\n- Crypto Read Model enthält BTC: **ja**\n- Report Context enthält BTC: **ja**\n- Git-Safety nach Runtime-Änderung: **GIT_SAFETY_OK**\n- Git Status nach Runtime-Änderung: **clean / synchron mit origin/main**\n- Fehler: **keine**\n- Warnings: **missing_price** für BTC im Report Context, erwartbar, weil kein lokaler BTC-Preis vorhanden ist. Kein Importfehler.\n\nKeine echten Mengen/Werte wurden ausgegeben.\n\n## 2. Dashboard-Zugriffsinformationen\n\n- Repo:\n ```text\n /home/agent/.hermes/repos/FinanceManager\n ```\n\n- Runtime-DB:\n ```text\n /home/agent/jarvis_runtime/finance-system/data/finance.sqlite3\n ```\n\n- Reports:\n ```text\n /home/agent/jarvis_runtime/finance-system/reports\n ```\n\n- Dashboard-Abhängigkeiten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n python -m pip install -e '.[dashboard]'\n ```\n\n- Streamlit starten:\n ```bash\n cd /home/agent/.hermes/repos/FinanceManager\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 127.0.0.1 --server.port 8501\n ```\n\n- Lokale URL:\n ```text\n http://127.0.0.1:8501\n ```\n\n- Port / Preview:\n - Port: **8501**\n - Falls remote/Preview nötig: Port **8501** forwarden.\n\n- Falls `127.0.0.1` nicht erreichbar ist:\n ```bash\n PYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n ```\n\n- Crypto-Bestände prüfen:\n - Seite: **Crypto**\n\n- Fehlende Coins manuell ergänzen:\n - Seite: **Crypto Manage**\n\n- Aktien/ETF manuell erfassen:\n - Seite: **Equity/ETF Manage**\n\n## 3. Equity/ETF Manage UI — implementiert\n\nNeu gebaut:\n\n- Neue Dashboard-Seite: **Equity/ETF Manage**\n- Backend-Modul: `jarvis_finance.equity.manage`\n- Initial Snapshot Workflow:\n - Depot/Konto-Auswahl\n - Assetklasse `stock` / `ETF`\n - Name\n - ISIN primär\n - Ticker optional\n - Exchange optional\n - Währung `CHF/EUR/USD`\n - Menge als Decimal-Text\n - Cost Basis / Einstandswert\n - Snapshot-Datum\n - Kategorie `Core / Opportunity / Unknown`\n - Pflichtnotiz bei Initial Snapshot\n - Audit-Log\n- Transaktionsworkflows:\n - `buy`\n - `partial_sell`\n - `full_sell` im Backend validiert\n - `dividend`\n - `etf_distribution`\n - `fee`\n - `manual_adjustment`\n- FX-Logik:\n - Originalwährung gespeichert\n - FX-Kurs zu CHF gespeichert, wenn vorhanden\n - FX-Quelle gespeichert\n - `fx_status=missing` erzeugt Warning/Critical Alert\n - CHF-Gegenwerte werden berechnet, wenn FX vorhanden ist\n- ETF-Felder vorbereitet:\n - TER\n - Distribution Policy\n - Index\n - Fondsdomizil\n - Benchmark\n- Validierungen:\n - Konto Pflicht\n - Instrument Pflicht bei Transaktionen\n - ISIN oder Ticker Pflicht\n - Währung Pflicht\n - Menge > 0 bei Kauf/Snapshot/Sell\n - Verkauf darf Position nicht negativ machen\n - `full_sell` muss gesamte Position verkaufen\n - FX Pflicht bei Fremdwährung oder explizit `fx_status=missing`\n - `manual_adjustment` braucht Notiz\n - Initial Snapshot überschreibt keine bestehende Position\n - jede Änderung erzeugt Audit-Log\n\n## 4. Neue/geänderte Dateien\n\n- `src/jarvis_finance/equity/__init__.py`\n- `src/jarvis_finance/equity/manage.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/dashboard/pages/__init__.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `src/jarvis_finance/storage/schema.py`\n- `tests/unit/test_equity_manage.py`\n- `tests/unit/test_schema.py`\n\n## 5. Neue Tests\n\nNeu abgedeckt:\n\n- Aktie als Initial Snapshot hinzufügen\n- ETF als Initial Snapshot hinzufügen\n- ETF-spezifische Felder\n- USD-Aktie mit FX\n- fehlender FX erzeugt Alert/Warning\n- Verkauf reduziert Position\n- Verkauf blockiert negative Position\n- Dividende verändert Menge nicht\n- `manual_adjustment` braucht Notiz\n- Audit-Log bei Änderungen\n- Dashboard-Seite importiert sauber\n- Schema-Migration für Text-Affinity bei Decimal-sensitiven Spalten\n\n## 6. Qualitätsprüfung\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: **95 passed**\n- Git-Safety: **GIT_SAFETY_OK**\n- Git Status: **clean / synchron mit origin/main**\n\n## 7. Commit & Push\n\n- Commit: `1131cde`\n- Message:\n ```text\n feat: add equity ETF management UI\n ```\n- Push auf `main`: **erfolgreich**\n- Remote HEAD: `1131cde`\n- Local HEAD: `1131cde`\n- Force-Push: **nein**\n\n## 8. Offene Risiken / Designentscheidungen\n\n- BTC hat aktuell im Report Context erwartbar `missing_price`, weil kein lokaler BTC-Preis vorhanden ist. Das ist Datenqualität, kein Importfehler.\n- Equity/ETF UI ist bewusst **synthetisch/manual-first**. Keine echten PostFinance-/TrueWealth-/Raiffeisen-Dateien wurden importiert.\n- Für Equity/ETF werden Initial Snapshots und Transaktionen im bestehenden Ledger gespeichert; spätere Broker-Mapping-/Dry-Run-Importer können darauf aufbauen.\n- Für Decimal-sensible Runtime-Kompatibilität wurde eine Schema-Migration ergänzt, damit Crypto- und Ledger-Decimal-Felder nicht versehentlich über SQLite Numeric Affinity als Float landen. Ein höflicher Tritt gegen SQLites „helpful“ Verhalten."
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"content": "[M G] Sehr gut. Der aktuelle Stand ist akzeptiert.\n\nDer BTC-Test und die Equity/ETF Manage UI sind erfolgreich umgesetzt:\n\n* BTC mit mehreren Wallet-Holdings korrekt importiert\n* Audit-Logs vorhanden\n* keine echten Werte im Chat\n* Git-Safety sauber\n* Tests grün\n* Equity/ETF Manage UI implementiert\n* Commit 1131cde erfolgreich gepusht\n\nBitte fahre nun mit dem nächsten MVP-Schritt fort:\n\nLokale Crypto-Preisaktualisierung über CoinGecko für vorhandene Crypto Assets.\n\nZiel:\nDie importierten Crypto-Bestände sollen im Dashboard und im Crypto-Report mit aktuellen Preisen bewertet werden können. Die Preise sollen lokal in crypto_prices gespeichert werden. Dashboard und Reports sollen weiterhin nur aus der lokalen DB lesen und nicht bei jedem Reload live APIs abfragen.\n\nWichtige Regeln:\n\n* keine echten Mengen/Werte im Chat ausgeben\n* keine echten Daten ins Git-Repository\n* keine Reports/DBs/CSVs ins Repo\n* API-Aufrufe nur über Provider-Schicht\n* CoinGecko Rate Limits beachten\n* 429 Backoff nutzen\n* Preise lokal speichern\n* Dashboard liest aus lokaler DB\n* Reports lesen aus lokaler DB\n* Git-Safety vor und nach Commit prüfen\n\nBitte implementiere oder erweitere:\n\n1. Crypto Price Update Command\n Bitte ergänze einen CLI-Befehl, z.B.:\n\nfinance update-crypto-prices\n\noder entsprechend der bestehenden CLI-Struktur.\n\nDer Befehl soll:\n\n* alle aktiven Crypto Assets mit CoinGecko-ID aus der Runtime-DB laden\n* aktuelle Preise in CHF abrufen\n* optional USD/EUR vorbereiten, aber CHF priorisieren\n* Preise in crypto_prices speichern\n* fetched_at und Provider speichern\n* Fehler je Coin sauber erfassen\n* fehlende CoinGecko-ID als Warning behandeln\n* Rate-Limit-/429-Fälle sauber behandeln\n* Summary ausgeben ohne Mengen/Werte, z.B. Anzahl erfolgreich, Anzahl fehlgeschlagen, Anzahl übersprungen\n\n2. Cache-/Staleness-Logik\n Bitte sicherstellen:\n\n* kein unnötiger Abruf, wenn frischer Preis vorhanden ist\n* max_age_seconds konfigurierbar\n* stale Preise markieren\n* fehlende Preise erzeugen Data-Quality-Warning\n* keine Duplikat-Alerts durch bestehende Alert-Dedupe\n\n3. Dashboard-Integration\n Bitte Crypto-Seite und Command Center so erweitern, dass sie lokale Preise nutzen:\n\n* Gesamtwert Crypto in CHF, falls lokale Preise vorhanden\n* Coin-Wert CHF je Coin, ohne Mengen im Chat/Logs\n* Wallet-Wert CHF je Wallet\n* Missing-Price-Warnings sichtbar\n* Datenstand der Preise sichtbar\n* keine Live-API beim Rendern\n\n4. Report-Integration\n Bitte Crypto-Report so erweitern/prüfen:\n\n* nutzt lokale Preise aus crypto_prices\n* BTC und andere vorhandene Coins bekommen Wert, falls Preis vorhanden\n* Data-Quality-Status verbessert sich, wenn Preise vorhanden sind\n* fehlende Preise bleiben als Warnung sichtbar\n* Report wird nur im Runtime-Reports-Ordner erzeugt\n\n5. Safety\n Bitte keine echten Werte in Git, Tests, Fixtures oder Chat schreiben.\n\nTests sollen mit Mock-Provider arbeiten, nicht mit echten CoinGecko-Calls.\n\n6. Tests\n Bitte ergänze Tests für:\n\n* CLI-Command lädt aktive Crypto Assets\n* Mock-Provider speichert CHF-Preise\n* fehlende CoinGecko-ID wird übersprungen/warnt\n* 429 Backoff wird genutzt\n* frischer Cache verhindert erneuten Abruf\n* stale Preis wird erkannt\n* Dashboard liest lokale Preise ohne API-Call\n* Crypto-Report nutzt lokale Preise\n* Git-Safety bleibt sauber\n\n7. Optionaler produktiver Runtime-Lauf\n Nach erfolgreicher Implementierung und Push darfst du optional den Preisupdate-Befehl einmal gegen die produktive Runtime-DB ausführen, sofern:\n\n* keine echten Mengen/Werte im Chat ausgegeben werden\n* nur aggregiert berichtet wird\n* CoinGecko Rate Limit beachtet wird\n* Git-Safety danach sauber ist\n\nBitte berichte danach nur aggregiert:\n\n* Preisupdate implementiert: ja/nein\n* produktiver Preisupdate ausgeführt: ja/nein\n* Anzahl Assets mit Preis aktualisiert\n* Anzahl Assets übersprungen\n* Anzahl Fehler/Warnings\n* Dashboard nutzt lokale Preise: ja/nein\n* Report Context nutzt lokale Preise: ja/nein\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Risiken\n\nWichtig:\nDanach können wir den echten Crypto-Report mit aktuellen lokalen Preisen\nerzeugen und prüfen. Erst danach sollten wir den Import der Aktien-/ETF-Auszüge als Mapping-/Dry-Run angehen."
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import html\\n 4|import json\\n 5|import uuid\\n 6|from datetime import datetime, timezone\\n 7|from decimal import Decimal, ROUND_HALF_UP\\n 8|from pathlib import Path\\n 9|from sqlite3 import Connection\\n 10|from typing import Any, Callable\\n 11|\\n 12|from jarvis_finance.audit.log import record_audit_event\\n 13|from jarvis_finance.config.settings import Settings, ensure_runtime_dirs, validate_settings\\n 14|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n 15|from jarvis_finance.imports.common import utc_now\\n 16|\\n 17|PDFRenderer = Callable[[str, Path], bool]\\n 18|\\n 19|\\n 20|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 21| if value is None or str(value).strip() == \\\"\\\":\\n 22| return Decimal(default)\\n 23| return Decimal(str(value))\\n 24|\\n 25|\\n 26|def _dec_text(value: Decimal | None, places: str | None = None) -> str | None:\\n 27| if value is None:\\n 28| return None\\n 29| if places is not None:\\n 30| value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n 31| return format(value, \\\"f\\\")\\n 32|\\n 33|\\n 34|def _latest_crypto_price(conn: Connection, asset_id: str, currency: str) -> Any | None:\\n 35| return conn.execute(\\n 36| \\\"\\\"\\\"\\n 37| SELECT * FROM crypto_prices\\n 38| WHERE asset_id=? AND price_currency=?\\n 39| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n 40| LIMIT 1\\n 41| \\\"\\\"\\\",\\n 42| (asset_id, currency),\\n 43| ).fetchone()\\n 44|\\n 45|\\n 46|def _parse_dt(value: str | None) -> datetime | None:\\n 47| if not value:\\n 48| return None\\n 49| try:\\n 50| return datetime.fromisoformat(value.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n 51| except ValueError:\\n 52| return None\\n 53|\\n 54|\\n 55|def _is_stale(value: str | None, *, max_age_days: int = 3) -> bool:\\n 56| dt = _parse_dt(value)\\n 57| if dt is None:\\n 58| return False\\n 59| if dt.tzinfo is None:\\n 60| dt = dt.replace(tzinfo=timezone.utc)\\n 61| return datetime.now(timezone.utc) - dt > __import__(\\\"datetime\\\").timedelta(days=max_age_days)\\n 62|\\n 63|\\n 64|def _add_warning(warnings: list[dict[str, str]], *, code: str, message: str, entity_type: str, entity_id: str | None = None) -> None:\\n 65| item = {\\\"code\\\": code, \\\"message\\\": message, \\\"entity_type\\\": entity_type}\\n 66| if entity_id:\\n 67| item[\\\"entity_id\\\"] = entity_id\\n 68| if item not in warnings:\\n 69| warnings.append(item)\\n 70|\\n 71|\\n 72|def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\") -> dict[str, Any]:\\n 73| \\\"\\\"\\\"Build a renderer-neutral crypto inventory report context from local SQLite data only.\\\"\\\"\\\"\\n 74| holdings = calculate_crypto_holdings(conn)\\n 75| warnings: list[dict[str, str]] = []\\n 76| generated_at = utc_now()\\n 77|\\n 78| wallet_rows = {row[\\\"wallet_id\\\"]: row for row in conn.execute(\\\"SELECT * FROM crypto_wallets\\\").fetchall()}\\n 79| asset_rows = {row[\\\"asset_id\\\"]: row for row in conn.execute(\\\"SELECT * FROM crypto_assets\\\").fetchall()}\\n 80|\\n 81| coin_rows: list[dict[str, Any]] = []\\n 82| total_value = Decimal(\\\"0\\\")\\n 83| valued_asset_ids: set[str] = set()\\n 84| latest_price_timestamp: str | None = None\\n 85| latest_wallet_verification: str | None = None\\n 86|\\n 87| for asset_id, total_holding in sorted(holdings.total_by_asset.items()):\\n 88| asset = asset_rows.get(asset_id)\\n 89| if asset is None:\\n 90| continue\\n 91| quantity = total_holding.quantity\\n 92| if quantity < 0:\\n 93| _add_warning(warnings, code=\\\"negative_holding\\\", message=\\\"Negativer Crypto-Bestand erkannt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 94| if not asset[\\\"coingecko_id\\\"]:\\n 95| _add_warning(warnings, code=\\\"missing_coingecko_id\\\", message=\\\"CoinGecko-ID fehlt; Bewertung ist eingeschränkt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 96| price = _latest_crypto_price(conn, asset_id, base_currency)\\n 97| price_dec: Decimal | None = None\\n 98| price_timestamp: str | None = None\\n 99| provider: str | None = None\\n 100| if price is None or price[\\\"price\\\"] is None:\\n 101| _add_warning(warnings, code=\\\"missing_price\\\", message=\\\"Lokaler Crypto-Preis fehlt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 102| else:\\n 103| price_dec = _d(price[\\\"price\\\"])\\n 104| price_timestamp = price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]\\n 105| provider = price[\\\"provider\\\"]\\n 106| if _is_stale(price_timestamp):\\n 107| _add_warning(warnings, code=\\\"stale_price\\\", message=\\\"Lokaler Crypto-Preis ist veraltet.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 108| latest_price_timestamp = max(filter(None, [latest_price_timestamp, price_timestamp])) if latest_price_timestamp else price_timestamp\\n 109| value = quantity * price_dec if price_dec is not None else None\\n 110| if value is not None:\\n 111| total_value += value\\n 112| valued_asset_ids.add(asset_id)\\n 113|\\n 114| has_legacy = any(\\n 115| h.asset_id == asset_id and (h.legacy_snapshot_value_chf is not None or h.legacy_snapshot_value_original is not None)\\n 116| for h in holdings.wallet_holdings.values()\\n 117| )\\n 118| if has_legacy:\\n 119| _add_warning(warnings, code=\\\"legacy_snapshot_value_ignored\\\", message=\\\"Legacy Snapshot Value vorhanden, aber für aktuelle Bewertung ignoriert.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 120|\\n 121| coin_rows.append(\\n 122| {\\n 123| \\\"asset_id\\\": asset_id,\\n 124| \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n 125| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 126| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"],\\n 127| \\\"total_quantity\\\": _dec_text(quantity),\\n 128| \\\"price_chf\\\": _dec_text(price_dec),\\n 129| \\\"value_chf\\\": _dec_text(value, \\\"0.0001\\\"),\\n 130| \\\"portfolio_share_pct\\\": None,\\n 131| \\\"price_source\\\": provider,\\n 132| \\\"price_timestamp\\\": price_timestamp,\\n 133| \\\"warning\\\": \\\", \\\".join(w[\\\"code\\\"] for w in warnings if w.get(\\\"entity_id\\\") == asset_id) or None,\\n 134| }\\n 135| )\\n 136|\\n 137| for row in coin_rows:\\n 138| if row[\\\"asset_id\\\"] in valued_asset_ids and total_value != 0:\\n 139| share = (_d(row[\\\"value_chf\\\"]) / total_value * Decimal(\\\"100\\\"))\\n 140| row[\\\"portfolio_share_pct\\\"] = _dec_text(share, \\\"0.01\\\")\\n 141|\\n 142| wallet_agg: dict[str, dict[str, Any]] = {}\\n 143| detail_rows: list[dict[str, Any]] = []\\n 144| for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n 145| wallet = wallet_rows.get(wallet_id)\\n 146| asset = asset_rows.get(asset_id)\\n 147| if wallet is None or asset is None:\\n 148| continue\\n 149| if wallet[\\\"last_verified_at\\\"]:\\n 150| latest_wallet_verification = max(filter(None, [latest_wallet_verification, wallet[\\\"last_verified_at\\\"]])) if latest_wallet_verification else wallet[\\\"last_verified_at\\\"]\\n 151| if wallet[\\\"last_verified_at\\\"] is None or holding.verification_status != \\\"verified\\\":\\n 152| _add_warning(warnings, code=\\\"unverified_wallet\\\", message=\\\"Wallet ist nicht verifiziert oder Holding-Status ist nicht verified.\\\", entity_type=\\\"crypto_wallet\\\", entity_id=wallet_id)\\n 153| if holding.quantity < 0:\\n 154| _add_warning(warnings, code=\\\"negative_holding\\\", message=\\\"Negativer Wallet-Bestand erkannt.\\\", entity_type=\\\"crypto_wallet\\\", entity_id=wallet_id)\\n 155| price = _latest_crypto_price(conn, asset_id, base_currency)\\n 156| price_dec = _d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] is not None else None\\n 157| value = holding.quantity * price_dec if price_dec is not None else None\\n 158| agg = wallet_agg.setdefault(\\n 159| wallet_id,\\n 160| {\\n 161| \\\"wallet_id\\\": wallet_id,\\n 162| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n 163| \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n 164| \\\"provider\\\": wallet[\\\"platform_provider\\\"],\\n 165| \\\"coin_ids\\\": set(),\\n 166| \\\"total_value_chf_dec\\\": Decimal(\\\"0\\\"),\\n 167| \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"],\\n 168| \\\"is_active\\\": bool(wallet[\\\"is_active\\\"]),\\n 169| },\\n 170| )\\n 171| agg[\\\"coin_ids\\\"].add(asset_id)\\n 172| if value is not None:\\n 173| agg[\\\"total_value_chf_dec\\\"] += value\\n 174| detail_rows.append(\\n 175| {\\n 176| \\\"wallet_id\\\": wallet_id,\\n 177| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n 178| \\\"asset_id\\\": asset_id,\\n 179| \\\"coin\\\": asset[\\\"coin_name\\\"],\\n 180| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 181| \\\"quantity\\\": _dec_text(holding.quantity),\\n 182| \\\"price_chf\\\": _dec_text(price_dec),\\n 183| \\\"value_chf\\\": _dec_text(value, \\\"0.0001\\\"),\\n 184| \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"] or holding.last_verified_at,\\n 185| \\\"verification_status\\\": holding.verification_status,\\n 186| \\\"notes\\\": None,\\n 187| }\\n 188| )\\n 189|\\n 190| wallet_summary = []\\n 191| for row in wallet_agg.values():\\n 192| wallet_summary.append(\\n 193| {\\n 194| \\\"wallet_id\\\": row[\\\"wallet_id\\\"],\\n 195| \\\"wallet_name\\\": row[\\\"wallet_name\\\"],\\n 196| \\\"wallet_type\\\": row[\\\"wallet_type\\\"],\\n 197| \\\"provider\\\": row[\\\"provider\\\"],\\n 198| \\\"coin_count\\\": len(row[\\\"coin_ids\\\"]),\\n 199| \\\"total_value_chf\\\": _dec_text(row[\\\"total_value_chf_dec\\\"]),\\n 200| \\\"last_verified_at\\\": row[\\\"last_verified_at\\\"],\\n 201| \\\"is_active\\\": row[\\\"is_active\\\"],\\n 202| }\\n 203| )\\n 204|\\n 205| status = \\\"ok\\\"\\n 206| if any(w[\\\"code\\\"] in {\\\"negative_holding\\\", \\\"missing_price\\\", \\\"missing_coingecko_id\\\"} for w in warnings):\\n 207| status = \\\"warning\\\"\\n 208| if any(w[\\\"code\\\"] == \\\"negative_holding\\\" for w in warnings):\\n 209| status = \\\"critical\\\"\\n 210|\\n 211| return {\\n 212| \\\"title\\\": \\\"JARVIS Finance System – Crypto-Bestandsübersicht\\\",\\n 213| \\\"generated_at\\\": generated_at,\\n 214| \\\"base_currency\\\": base_currency,\\n 215| \\\"price_data_as_of\\\": latest_price_timestamp,\\n 216| \\\"wallet_verification_as_of\\\": latest_wallet_verification,\\n 217| \\\"disclaimer\\\": \\\"Bestandsübersicht, keine vollständige Steuererklärung.\\\",\\n 218| \\\"summary\\\": {\\n 219| \\\"total_value_chf\\\": _dec_text(total_value, \\\"0.0001\\\"),\\n 220| \\\"coin_count\\\": len(coin_rows),\\n 221| \\\"wallet_count\\\": len(wallet_summary),\\n 222| \\\"data_quality_status\\\": status,\\n 223| },\\n 224| \\\"coins\\\": coin_rows,\\n 225| \\\"wallets\\\": sorted(wallet_summary, key=lambda r: r[\\\"wallet_name\\\"]),\\n 226| \\\"coin_wallet_details\\\": detail_rows,\\n 227| \\\"data_quality_warnings\\\": warnings,\\n 228| \\\"metadata\\\": {\\n 229| \\\"report_type\\\": \\\"crypto_inventory\\\",\\n 230| \\\"source\\\": \\\"local_sqlite\\\",\\n 231| \\\"live_api_calls\\\": False,\\n 232| \\\"currencies_prepared\\\": [\\\"CHF\\\", \\\"USD\\\", \\\"EUR\\\"],\\n 233| },\\n 234| }\\n 235|\\n 236|\\n 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|\", \"total_lines\": 358, \"file_size\": 15819, \"truncated\": true, \"hint\": \"Use offset=321 to continue reading (showing 1-320 of 358 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import argparse\\n 4|from pathlib import Path\\n 5|\\n 6|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n 7|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n 8|from jarvis_finance.storage.database import connect\\n 9|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 10|\\n 11|\\n 12|def main(argv: list[str] | None = None) -> int:\\n 13| parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n 14| sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n 15| sub.add_parser(\\\"init-db\\\")\\n 16| sub.add_parser(\\\"migrate\\\")\\n 17| scan = sub.add_parser(\\\"git-safety-scan\\\")\\n 18| scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n 19| args = parser.parse_args(argv)\\n 20|\\n 21| if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n 22| settings = load_settings()\\n 23| ensure_runtime_dirs(settings)\\n 24| conn = connect(settings.db_path)\\n 25| apply_migrations(conn)\\n 26| print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n 27| return 0\\n 28| if args.command == \\\"git-safety-scan\\\":\\n 29| findings = scan_path(Path(args.path))\\n 30| if findings:\\n 31| for finding in findings:\\n 32| print(f\\\"{finding.path}: {finding.reason}\\\")\\n 33| return 1\\n 34| assert_safe(Path(args.path))\\n 35| print(\\\"GIT_SAFETY_OK\\\")\\n 36| return 0\\n 37| return 2\\n 38|\\n 39|\\n 40|if __name__ == \\\"__main__\\\":\\n 41| raise SystemExit(main())\\n 42|\", \"total_lines\": 41, \"file_size\": 1372, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from 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}",
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"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 = \\\"Command Center\\\"\\n 7|\\n 8|def render(st, conn) -> None:\\n 9| st.title(\\\"Command Center\\\")\\n 10| summary = data.get_command_center_summary(conn)\\n 11| c1, c2, c3, c4 = st.columns(4)\\n 12| c1.metric(\\\"Gesamtwert\\\", data.money_text(data.d(summary[\\\"total_value_chf\\\"]), \\\"CHF\\\"))\\n 13| c2.metric(\\\"Cash\\\", data.money_text(data.d(summary[\\\"cash_total_chf\\\"]), \\\"CHF\\\"))\\n 14| c3.metric(\\\"Crypto\\\", data.money_text(data.d(summary[\\\"crypto_total_chf\\\"]), \\\"CHF\\\"))\\n 15| c4.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n 16| st.subheader(\\\"Cash-Übersicht\\\")\\n 17| show_table(st, data.get_cash_overview(conn))\\n 18| st.subheader(\\\"Offene Alerts\\\")\\n 19| show_table(st, [r for r in data.get_alerts(conn) if r[\\\"status\\\"] == \\\"active\\\"][:10])\\n 20| st.subheader(\\\"Letzte Audit-Ereignisse\\\")\\n 21| show_table(st, data.get_audit_events(conn, limit=10))\\n 22|\", \"total_lines\": 21, \"file_size\": 948, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.common import stable_id, utc_now\\n 9|from jarvis_finance.quality.alerts import create_alert\\n 10|\\n 11|VALID_VERIFICATION_STATUS = {\\\"verified\\\", \\\"stale\\\", \\\"unverified\\\", \\\"estimated\\\"}\\n 12|\\n 13|\\n 14|@dataclass\\n 15|class CryptoHolding:\\n 16| wallet_id: str | None\\n 17| asset_id: str\\n 18| quantity: Decimal = Decimal(\\\"0\\\")\\n 19| verification_status: str = \\\"unverified\\\"\\n 20| last_verified_at: str | None = None\\n 21| legacy_snapshot_value_original: Decimal | None = None\\n 22| legacy_snapshot_value_chf: Decimal | None = None\\n 23| current_value_chf: Decimal | None = None\\n 24| quality_warnings: list[str] = field(default_factory=list)\\n 25|\\n 26|\\n 27|@dataclass\\n 28|class CryptoHoldingsResult:\\n 29| wallet_holdings: dict[tuple[str, str], CryptoHolding] = field(default_factory=dict)\\n 30| total_by_asset: dict[str, CryptoHolding] = field(default_factory=dict)\\n 31|\\n 32|\\n 33|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 34| if value is None or str(value).strip() == \\\"\\\":\\n 35| return Decimal(default)\\n 36| return Decimal(str(value))\\n 37|\\n 38|\\n 39|def _ds(value: Decimal | None) -> str | None:\\n 40| return format(value, \\\"f\\\") if value is not None else None\\n 41|\\n 42|\\n 43|def _ensure_holding(result: CryptoHoldingsResult, wallet_id: str, asset_id: str) -> CryptoHolding:\\n 44| return result.wallet_holdings.setdefault((wallet_id, asset_id), CryptoHolding(wallet_id=wallet_id, asset_id=asset_id))\\n 45|\\n 46|\\n 47|def _ensure_total(result: CryptoHoldingsResult, asset_id: str) -> CryptoHolding:\\n 48| return result.total_by_asset.setdefault(asset_id, CryptoHolding(wallet_id=None, asset_id=asset_id))\\n 49|\\n 50|\\n 51|def create_initial_holding_snapshot(\\n 52| conn: Connection,\\n 53| *,\\n 54| asset_id: str,\\n 55| wallet_id: str,\\n 56| quantity: Decimal,\\n 57| verification_status: str,\\n 58| note: str,\\n 59| last_verified_at: str | None = None,\\n 60| legacy_snapshot_value_original: Decimal | None = None,\\n 61| legacy_snapshot_value_chf: Decimal | None = None,\\n 62| legacy_snapshot_currency: str | None = None,\\n 63| legacy_snapshot_date: str | None = None,\\n 64|) -> str:\\n 65| if quantity < 0:\\n 66| raise ValueError(\\\"initial holding quantity must be >= 0\\\")\\n 67| if verification_status not in VALID_VERIFICATION_STATUS:\\n 68| raise ValueError(\\\"invalid verification_status\\\")\\n 69| if not note.strip():\\n 70| raise ValueError(\\\"initial holding snapshot requires a note\\\")\\n 71| now = utc_now()\\n 72| holding_id = stable_id(\\\"cryptoholding\\\", asset_id, wallet_id)\\n 73| conn.execute(\\n 74| \\\"\\\"\\\"\\n 75| INSERT OR REPLACE INTO crypto_holdings(\\n 76| crypto_holding_id, asset_id, wallet_id, quantity, acquisition_source,\\n 77| last_verified_at, verification_status, legacy_snapshot_value_original,\\n 78| legacy_snapshot_value_chf, legacy_snapshot_currency, legacy_snapshot_date,\\n 79| notes, created_at, updated_at\\n 80| ) VALUES (?, ?, ?, ?, 'initial_snapshot', ?, ?, ?, ?, ?, ?, ?,\\n 81| COALESCE((SELECT created_at FROM crypto_holdings WHERE crypto_holding_id=?), ?), ?)\\n 82| \\\"\\\"\\\",\\n 83| (\\n 84| holding_id, asset_id, wallet_id, _ds(quantity), last_verified_at, verification_status,\\n 85| _ds(legacy_snapshot_value_original),\\n 86| _ds(legacy_snapshot_value_chf),\\n 87| legacy_snapshot_currency, legacy_snapshot_date, note, holding_id, now, now,\\n 88| ),\\n 89| )\\n 90| record_audit_event(\\n 91| conn,\\n 92| source=\\\"crypto_holdings\\\",\\n 93| action=\\\"initial_crypto_holding_snapshot\\\",\\n 94| entity_type=\\\"crypto_holding\\\",\\n 95| entity_id=holding_id,\\n 96| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": _ds(quantity), \\\"verification_status\\\": verification_status},\\n 97| user_text_note=note,\\n 98| confirmed=True,\\n 99| created_by=\\\"system\\\",\\n 100| )\\n 101| conn.commit()\\n 102| return holding_id\\n 103|\\n 104|\\n 105|def _apply_delta(result: CryptoHoldingsResult, wallet_id: str, asset_id: str, delta: Decimal) -> None:\\n 106| holding = _ensure_holding(result, wallet_id, asset_id)\\n 107| holding.quantity += delta\\n 108| total = _ensure_total(result, asset_id)\\n 109| total.quantity += delta\\n 110|\\n 111|\\n 112|def calculate_crypto_holdings(conn: Connection) -> CryptoHoldingsResult:\\n 113| result = CryptoHoldingsResult()\\n 114| for row in conn.execute(\\\"SELECT * FROM crypto_holdings ORDER BY wallet_id, asset_id\\\").fetchall():\\n 115| holding = _ensure_holding(result, row[\\\"wallet_id\\\"], row[\\\"asset_id\\\"])\\n 116| holding.quantity += _d(row[\\\"quantity\\\"])\\n 117| holding.verification_status = row[\\\"verification_status\\\"]\\n 118| holding.last_verified_at = row[\\\"last_verified_at\\\"]\\n 119| holding.legacy_snapshot_value_original = _d(row[\\\"legacy_snapshot_value_original\\\"]) if row[\\\"legacy_snapshot_value_original\\\"] is not None else None\\n 120| holding.legacy_snapshot_value_chf = _d(row[\\\"legacy_snapshot_value_chf\\\"]) if row[\\\"legacy_snapshot_value_chf\\\"] is not None else None\\n 121| total = _ensure_total(result, row[\\\"asset_id\\\"])\\n 122| total.quantity += _d(row[\\\"quantity\\\"])\\n 123| rows = conn.execute(\\\"SELECT * FROM crypto_transactions ORDER BY transaction_datetime, created_at, crypto_transaction_id\\\").fetchall()\\n 124| for row in rows:\\n 125| asset_id = row[\\\"asset_id\\\"]\\n 126| qty = _d(row[\\\"quantity\\\"])\\n 127| fee_qty = _d(row[\\\"fee_quantity\\\"])\\n 128| t = row[\\\"transaction_type\\\"]\\n 129| if t == \\\"transfer\\\":\\n 130| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 131| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 132| elif t == \\\"buy\\\":\\n 133| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty - fee_qty)\\n 134| elif t == \\\"sell\\\":\\n 135| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 136| elif t == \\\"fee\\\":\\n 137| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n 138| elif t == \\\"manual_adjustment\\\":\\n 139| if row[\\\"to_wallet_id\\\"]:\\n 140| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 141| elif row[\\\"from_wallet_id\\\"]:\\n 142| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n 143| for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n 144| if not asset[\\\"coingecko_id\\\"]:\\n 145| msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\\n 146| for holding in [h for h in result.wallet_holdings.values() if h.asset_id == asset[\\\"asset_id\\\"]]:\\n 147| holding.quality_warnings.append(\\\"missing_coingecko_id\\\")\\n 148| create_alert(\\n 149| conn,\\n 150| priority=\\\"warnung\\\",\\n 151| category=\\\"crypto\\\",\\n 152| entity_type=\\\"crypto_asset\\\",\\n 153| entity_id=asset[\\\"asset_id\\\"],\\n 154| rule_id=\\\"missing_coingecko_id\\\",\\n 155| message=msg,\\n 156| evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]},\\n 157| fingerprint=\\\"missing_coingecko_id\\\",\\n 158| )\\n 159| conn.commit()\\n 160| return result\\n 161|\", \"total_lines\": 160, \"file_size\": 6870, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"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|from jarvis_finance.config.paths import RuntimePaths\\n 7|from jarvis_finance.config.settings import Settings\\n 8|from jarvis_finance.crypto.assets import create_crypto_asset\\n 9|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 10|from jarvis_finance.crypto.wallets import create_wallet\\n 11|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 12|from jarvis_finance.reports.crypto_inventory import (\\n 13| build_crypto_report_context,\\n 14| export_crypto_inventory_report,\\n 15|)\\n 16|from jarvis_finance.storage.database import connect_memory\\n 17|from jarvis_finance.storage.migrations import apply_migrations\\n 18|\\n 19|\\n 20|def setup_demo_conn():\\n 21| conn = connect_memory()\\n 22| apply_migrations(conn)\\n 23| load_synthetic_demo_data(conn)\\n 24| return conn\\n 25|\\n 26|\\n 27|def test_crypto_report_context_from_synthetic_db_aggregates_coins_and_wallets() -> None:\\n 28| conn = setup_demo_conn()\\n 29|\\n 30| context = build_crypto_report_context(conn)\\n 31|\\n 32| assert context[\\\"title\\\"] == \\\"JARVIS Finance System – Crypto-Bestandsübersicht\\\"\\n 33| assert context[\\\"base_currency\\\"] == \\\"CHF\\\"\\n 34| assert context[\\\"summary\\\"][\\\"coin_count\\\"] >= 2\\n 35| assert context[\\\"summary\\\"][\\\"wallet_count\\\"] >= 2\\n 36| btc = next(row for row in context[\\\"coins\\\"] if row[\\\"symbol\\\"] == \\\"DBTC\\\")\\n 37| assert btc[\\\"total_quantity\\\"] == \\\"0.0999\\\"\\n 38| assert btc[\\\"price_chf\\\"] == \\\"40000.00\\\"\\n 39| assert btc[\\\"value_chf\\\"] == \\\"3996.0000\\\"\\n 40| assert context[\\\"summary\\\"][\\\"total_value_chf\\\"] == \\\"7746.0000\\\"\\n 41| kraken = next(row for row in context[\\\"wallets\\\"] if row[\\\"wallet_name\\\"] == \\\"Kraken Demo\\\")\\n 42| assert kraken[\\\"coin_count\\\"] == 2\\n 43|\\n 44|\\n 45|def test_crypto_report_context_preserves_decimal_text_and_ignores_legacy_snapshot_values() -> None:\\n 46| conn = setup_demo_conn()\\n 47| conn.execute(\\n 48| \\\"UPDATE crypto_holdings SET legacy_snapshot_value_chf=?, legacy_snapshot_currency=? WHERE quantity=?\\\",\\n 49| (\\\"999999999.99\\\", \\\"CHF\\\", \\\"0.10\\\"),\\n 50| )\\n 51| conn.commit()\\n 52|\\n 53| context = build_crypto_report_context(conn)\\n 54|\\n 55| btc = next(row for row in context[\\\"coins\\\"] if row[\\\"symbol\\\"] == \\\"DBTC\\\")\\n 56| assert btc[\\\"total_quantity\\\"] == \\\"0.0999\\\"\\n 57| assert btc[\\\"value_chf\\\"] == \\\"3996.0000\\\"\\n 58| assert context[\\\"summary\\\"][\\\"total_value_chf\\\"] != \\\"999999999.99\\\"\\n 59| assert any(w[\\\"code\\\"] == \\\"legacy_snapshot_value_ignored\\\" for w in context[\\\"data_quality_warnings\\\"])\\n 60|\\n 61|\\n 62|def test_crypto_report_context_warns_for_missing_price_and_missing_coingecko_id() -> None:\\n 63| conn = setup_demo_conn()\\n 64| wallet_id = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets LIMIT 1\\\").fetchone()[\\\"wallet_id\\\"]\\n 65| asset_id = create_crypto_asset(conn, coin_name=\\\"Demo Missing\\\", symbol=\\\"DMX\\\", coingecko_id=None)\\n 66| create_initial_holding_snapshot(\\n 67| conn,\\n 68| asset_id=asset_id,\\n 69| wallet_id=wallet_id,\\n 70| quantity=Decimal(\\\"12.34567890123456789\\\"),\\n 71| verification_status=\\\"verified\\\",\\n 72| last_verified_at=\\\"2026-01-31T12:00:00Z\\\",\\n 73| note=\\\"synthetic missing price\\\",\\n 74| )\\n 75|\\n 76| context = build_crypto_report_context(conn)\\n 77|\\n 78| dmx = next(row for row in context[\\\"coins\\\"] if row[\\\"symbol\\\"] == \\\"DMX\\\")\\n 79| assert dmx[\\\"total_quantity\\\"] == \\\"12.34567890123456789\\\"\\n 80| codes = {warning[\\\"code\\\"] for warning in context[\\\"data_quality_warnings\\\"]}\\n 81| assert \\\"missing_coingecko_id\\\" in codes\\n 82| assert \\\"missing_price\\\" in codes\\n 83|\\n 84|\\n 85|def test_crypto_report_context_warns_for_unverified_wallet_and_negative_holding() -> None:\\n 86| conn = setup_demo_conn()\\n 87| asset_id = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE symbol='DETH'\\\").fetchone()[\\\"asset_id\\\"]\\n 88| wallet_id = create_wallet(\\n 89| conn,\\n 90| wallet_name=\\\"Unverified Demo Wallet\\\",\\n 91| wallet_type=\\\"Software Wallet\\\",\\n 92| platform_provider=\\\"Synthetic\\\",\\n 93| last_verified_at=None,\\n 94| )\\n 95| conn.execute(\\n 96| \\\"\\\"\\\"\\n 97| INSERT INTO crypto_holdings(\\n 98| crypto_holding_id, asset_id, wallet_id, quantity, acquisition_source,\\n 99| verification_status, notes, created_at\\n 100| ) VALUES ('negative-demo', ?, ?, '-0.25', 'initial_snapshot', 'unverified', 'synthetic negative', '2026-01-31T00:00:00Z')\\n 101| \\\"\\\"\\\",\\n 102| (asset_id, wallet_id),\\n 103| )\\n 104| conn.commit()\\n 105|\\n 106| context = build_crypto_report_context(conn)\\n 107|\\n 108| codes = {warning[\\\"code\\\"] for warning in context[\\\"data_quality_warnings\\\"]}\\n 109| assert \\\"unverified_wallet\\\" in codes\\n 110| assert \\\"negative_holding\\\" in codes\\n 111|\\n 112|\\n 113|def test_crypto_report_export_writes_runtime_report_metadata_and_audit(tmp_path: Path) -> None:\\n 114| conn = setup_demo_conn()\\n 115| runtime = RuntimePaths.from_base(tmp_path / \\\"runtime\\\")\\n 116| settings = Settings(runtime_paths=runtime)\\n 117|\\n 118| result = export_crypto_inventory_report(conn, settings=settings, preferred_format=\\\"pdf\\\", renderer=lambda html, path: False)\\n 119|\\n 120| output_path = Path(result[\\\"file_path\\\"])\\n 121| assert output_path.exists()\\n 122| assert output_path.suffix == \\\".html\\\"\\n 123| assert runtime.reports_dir in output_path.parents\\n 124| assert not Path(result[\\\"file_path\\\"]).resolve().is_relative_to(Path.cwd().resolve())\\n 125| report = conn.execute(\\\"SELECT * FROM reports WHERE report_type='crypto_inventory'\\\").fetchone()\\n 126| assert report is not None\\n 127| assert report[\\\"format\\\"] == \\\"html\\\"\\n 128| assert report[\\\"file_path\\\"] == str(output_path)\\n 129| audit = conn.execute(\\\"SELECT * FROM audit_log WHERE action='report_generated'\\\").fetchone()\\n 130| assert audit is not None\\n 131|\\n 132|\\n 133|def test_crypto_report_export_markdown_fallback_when_pdf_renderer_unavailable(tmp_path: Path) -> None:\\n 134| conn = setup_demo_conn()\\n 135| runtime = RuntimePaths.from_base(tmp_path / \\\"runtime\\\")\\n 136| settings = Settings(runtime_paths=runtime)\\n 137|\\n 138| result = export_crypto_inventory_report(conn, settings=settings, preferred_format=\\\"pdf\\\", renderer=None)\\n 139|\\n 140| output_path = Path(result[\\\"file_path\\\"])\\n 141| assert output_path.exists()\\n 142| assert output_path.suffix in {\\\".html\\\", \\\".md\\\"}\\n 143| assert result[\\\"format\\\"] in {\\\"html\\\", \\\"markdown\\\"}\\n 144| assert result[\\\"warnings\\\"]\\n 145| assert all(not p.is_relative_to(Path.cwd().resolve()) for p in runtime.reports_dir.glob(\\\"*\\\"))\\n 146|\", \"total_lines\": 145, \"file_size\": 5960, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|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|\\n 222|def get_alerts(conn: Connection) -> list[dict[str, str]]:\\n 223| return rowdicts(conn.execute(\\n 224| \\\"\\\"\\\"\\n 225| SELECT priority, status, category, entity_type, entity_id, rule_id, message,\\n 226| occurrence_count, last_seen_at, resolved_at, muted_until, fingerprint, dedup_key, created_at\\n 227| FROM alerts\\n 228| ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, status, created_at DESC\\n 229| \\\"\\\"\\\"\\n 230| ).fetchall())\\n 231|\\n 232|\\n 233|def get_audit_events(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n 234| rows = conn.execute(\\n 235| \\\"\\\"\\\"\\n 236| SELECT timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json,\\n 237| confirmed, created_by, quality_status\\n 238| FROM audit_log ORDER BY timestamp DESC LIMIT ?\\n 239| \\\"\\\"\\\", (limit,)\\n 240| ).fetchall()\\n 241| out: list[dict[str, str]] = []\\n 242| for row in rows:\\n 243| item = {k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()}\\n 244| for key in (\\\"old_values_json\\\", \\\"new_values_json\\\"):\\n 245| if item[key]:\\n 246| try:\\n 247| item[key] = json.dumps(json.loads(item[key]), ensure_ascii=False, indent=2, sort_keys=True)\\n 248| except json.JSONDecodeError:\\n 249| pass\\n 250| out.append(item)\\n 251| return out\\n 252|\\n 253|\\n 254|def get_data_quality(conn: Connection) -> list[dict[str, str]]:\\n 255| items: list[dict[str, str]] = []\\n 256| for row in conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions WHERE fx_status='missing'\\\"):\\n 257| items.append({\\\"check\\\": \\\"fehlende FX\\\", \\\"count\\\": str(row[\\\"c\\\"]), \\\"severity\\\": \\\"kritisch\\\" if row[\\\"c\\\"] else \\\"ok\\\"})\\n 258| for row in conn.execute(\\\"SELECT COUNT(*) AS c FROM crypto_assets WHERE coingecko_id IS NULL OR coingecko_id='' \\\"):\\n 259| items.append({\\\"check\\\": \\\"fehlende CoinGecko-ID\\\", \\\"count\\\": str(row[\\\"c\\\"]), \\\"severity\\\": \\\"warnung\\\" if row[\\\"c\\\"] else \\\"ok\\\"})\\n 260| for row in conn.execute(\\\"SELECT COUNT(*) AS c FROM crypto_assets ca LEFT JOIN crypto_prices cp ON cp.asset_id=ca.asset_id WHERE cp.crypto_price_id IS NULL\\\"):\\n 261| items.append({\\\"check\\\": \\\"fehlende Crypto-Preise\\\", \\\"count\\\": str(row[\\\"c\\\"]), \\\"severity\\\": \\\"warnung\\\" if row[\\\"c\\\"] else \\\"ok\\\"})\\n 262| for row in conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND priority='kritisch'\\\"):\\n 263| items.append({\\\"check\\\": \\\"aktive kritische Alerts\\\", \\\"count\\\": str(row[\\\"c\\\"]), \\\"severity\\\": \\\"kritisch\\\" if row[\\\"c\\\"] else \\\"ok\\\"})\\n 264| return items\\n 265|\\n 266|\\n 267|def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n 268| cash_rows = get_cash_overview(conn)\\n 269| crypto_rows = get_crypto_overview(conn)\\n 270| cash_total = sum(d(r[\\\"amount_chf\\\"]) for r in cash_rows if r[\\\"amount_chf\\\"])\\n 271| crypto_total = sum(d(r[\\\"market_value_chf\\\"]) for r in crypto_rows if r[\\\"market_value_chf\\\"])\\n 272| alert_counts = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n 273| quality = get_data_quality(conn)\\n 274| return {\\n 275| \\\"base_currency\\\": \\\"CHF\\\",\\n 276| \\\"cash_total_chf\\\": dec_text(cash_total, \\\"0.01\\\"),\\n 277| \\\"crypto_total_chf\\\": dec_text(crypto_total, \\\"0.01\\\"),\\n 278| \\\"total_value_chf\\\": dec_text(cash_total + crypto_total, \\\"0.01\\\"),\\n 279| \\\"active_alerts\\\": \\\", \\\".join(f\\\"{r['priority']}: {r['c']}\\\" for r in alert_counts) or \\\"0\\\",\\n 280| \\\"data_quality_status\\\": \\\"kritisch\\\" if any(i[\\\"severity\\\"] == \\\"kritisch\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else (\\\"warnung\\\" if any(i[\\\"severity\\\"] == \\\"warnung\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else \\\"ok\\\"),\\n 281| }\\n 282|\", \"total_lines\": 281, \"file_size\": 12921, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|import time\\n 5|import urllib.error\\n 6|import urllib.parse\\n 7|import urllib.request\\n 8|from dataclasses import dataclass\\n 9|from decimal import Decimal, InvalidOperation\\n 10|from sqlite3 import Connection\\n 11|from typing import Protocol\\n 12|\\n 13|from jarvis_finance.imports.common import stable_id, utc_now\\n 14|from jarvis_finance.quality.alerts import create_alert\\n 15|\\n 16|\\n 17|@dataclass(frozen=True)\\n 18|class PriceQuote:\\n 19| coingecko_id: str\\n 20| currency: str\\n 21| price: Decimal | None\\n 22| provider: str = \\\"CoinGecko\\\"\\n 23| provider_timestamp: str | None = None\\n 24| quality_status: str = \\\"fresh\\\"\\n 25| error_message: str | None = None\\n 26|\\n 27|\\n 28|class MarketDataProvider(Protocol):\\n 29| def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote: ...\\n 30|\\n 31|\\n 32|class ProviderRateLimitError(RuntimeError):\\n 33| pass\\n 34|\\n 35|\\n 36|class ProviderFetchError(RuntimeError):\\n 37| pass\\n 38|\\n 39|\\n 40|class CoinGeckoClient:\\n 41| def __init__(self, *, base_url: str = \\\"https://api.coingecko.com/api/v3\\\", max_retries: int = 2, initial_backoff_seconds: float = 1.0, max_backoff_seconds: float = 8.0, opener=None, sleeper=time.sleep) -> None:\\n 42| self.base_url = base_url.rstrip(\\\"/\\\")\\n 43| self.max_retries = max_retries\\n 44| self.initial_backoff_seconds = initial_backoff_seconds\\n 45| self.max_backoff_seconds = max_backoff_seconds\\n 46| self.opener = opener or urllib.request.urlopen\\n 47| self.sleeper = sleeper\\n 48|\\n 49| def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote:\\n 50| cur = currency.lower()\\n 51| query = urllib.parse.urlencode({\\\"ids\\\": coingecko_id, \\\"vs_currencies\\\": cur, \\\"include_last_updated_at\\\": \\\"true\\\"})\\n 52| url = f\\\"{self.base_url}/simple/price?{query}\\\"\\n 53| delay = self.initial_backoff_seconds\\n 54| last_error: str | None = None\\n 55| for attempt in range(self.max_retries + 1):\\n 56| try:\\n 57| with self.opener(url, timeout=20) as resp:\\n 58| payload = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n 59| data = payload.get(coingecko_id) or {}\\n 60| value = data.get(cur)\\n 61| if value is None:\\n 62| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\")\\n 63| try:\\n 64| price = Decimal(str(value))\\n 65| except InvalidOperation:\\n 66| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=\\\"invalid price\\\")\\n 67| ts = data.get(\\\"last_updated_at\\\")\\n 68| return PriceQuote(coingecko_id, currency.upper(), price, provider_timestamp=str(ts) if ts else None)\\n 69| except urllib.error.HTTPError as exc:\\n 70| last_error = f\\\"HTTP {exc.code}\\\"\\n 71| if exc.code == 429 and attempt < self.max_retries:\\n 72| self.sleeper(min(delay, self.max_backoff_seconds)); delay *= 2; continue\\n 73| status = \\\"stale\\\" if exc.code == 429 else \\\"error\\\"\\n 74| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=status, error_message=last_error)\\n 75| except Exception as exc: # network skeleton must not crash dashboard jobs\\n 76| last_error = str(exc)\\n 77| if attempt < self.max_retries:\\n 78| self.sleeper(min(delay, self.max_backoff_seconds)); delay *= 2; continue\\n 79| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error)\\n 80| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error)\\n 81|\\n 82|\\n 83|def store_crypto_price(conn: Connection, *, asset_id: str, quote: PriceQuote) -> str:\\n 84| now = utc_now()\\n 85| price_id = stable_id(\\\"cryptoprice\\\", asset_id, quote.coingecko_id, quote.currency, quote.provider, now)\\n 86| conn.execute(\\n 87| \\\"\\\"\\\"\\n 88| INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status, error_message)\\n 89| VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 90| \\\"\\\"\\\",\\n 91| (price_id, asset_id, quote.coingecko_id, quote.currency.upper(), format(quote.price, \\\"f\\\") if quote.price is not None else \\\"\\\", quote.provider, quote.provider_timestamp, now, quote.quality_status, quote.error_message),\\n 92| )\\n 93| if quote.quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"}:\\n 94| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=f\\\"crypto_price_{quote.quality_status}\\\", message=f\\\"Crypto price quality is {quote.quality_status}.\\\", evidence={\\\"coingecko_id\\\": quote.coingecko_id, \\\"currency\\\": quote.currency, \\\"error\\\": quote.error_message})\\n 95| conn.commit()\\n 96| return price_id\\n 97|\\n 98|\\n 99|def refresh_crypto_prices(conn: Connection, *, provider: MarketDataProvider, currency: str = \\\"CHF\\\", max_age_seconds: int = 3600) -> list[str]:\\n 100| written: list[str] = []\\n 101| assets = conn.execute(\\\"SELECT asset_id, coingecko_id, symbol FROM crypto_assets WHERE is_active=1\\\").fetchall()\\n 102| for asset in assets:\\n 103| if not asset[\\\"coingecko_id\\\"]:\\n 104| create_alert(conn, priority=\\\"warnung\\\", category=\\\"crypto\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset[\\\"asset_id\\\"], rule_id=\\\"missing_coingecko_id\\\", message=\\\"Crypto asset has no CoinGecko ID; price refresh skipped.\\\", evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]}, fingerprint=\\\"missing_coingecko_id\\\")\\n 105| continue\\n 106| latest = conn.execute(\\\"SELECT fetched_at FROM crypto_prices WHERE asset_id=? AND price_currency=? ORDER BY fetched_at DESC LIMIT 1\\\", (asset[\\\"asset_id\\\"], currency.upper())).fetchone()\\n 107| if latest:\\n 108| # ISO timestamps sort lexicographically; avoid dashboard-triggered hammering.\\n 109| from datetime import datetime, timezone\\n 110| try:\\n 111| age = (datetime.now(timezone.utc) - datetime.fromisoformat(latest[\\\"fetched_at\\\"])).total_seconds()\\n 112| if age < max_age_seconds:\\n 113| continue\\n 114| except ValueError:\\n 115| pass\\n 116| quote = provider.get_crypto_price(asset[\\\"coingecko_id\\\"], currency)\\n 117| written.append(store_crypto_price(conn, asset_id=asset[\\\"asset_id\\\"], quote=quote))\\n 118| conn.commit()\\n 119| return written\\n 120|\", \"total_lines\": 119, \"file_size\": 6213, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import os\\n 4|from dataclasses import dataclass\\n 5|from pathlib import Path\\n 6|\\n 7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to\\n 8|\\n 9|\\n 10|@dataclass(frozen=True)\\n 11|class Settings:\\n 12| env: str = \\\"local\\\"\\n 13| base_currency: str = \\\"CHF\\\"\\n 14| timezone: str = \\\"Europe/Zurich\\\"\\n 15| runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)\\n 16| log_level: str = \\\"INFO\\\"\\n 17| block_runtime_inside_repo: bool = True\\n 18|\\n 19| @property\\n 20| def db_path(self) -> Path:\\n 21| return self.runtime_paths.db_path\\n 22|\\n 23|\\n 24|def find_repo_root(start: Path | None = None) -> Path:\\n 25| current = (start or Path.cwd()).resolve()\\n 26| for candidate in [current, *current.parents]:\\n 27| if (candidate / \\\".git\\\").exists() or (candidate / \\\"pyproject.toml\\\").exists():\\n 28| return candidate\\n 29| return current\\n 30|\\n 31|\\n 32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:\\n 33| env = environ or os.environ\\n 34| runtime_dir = Path(env.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(DEFAULT_RUNTIME_DIR))).expanduser()\\n 35| paths = RuntimePaths.from_base(runtime_dir)\\n 36| db_override = env.get(\\\"JARVIS_FINANCE_DB_PATH\\\")\\n 37| if db_override:\\n 38| object.__setattr__(paths, \\\"db_path\\\", Path(db_override).expanduser().resolve())\\n 39| settings = Settings(\\n 40| env=env.get(\\\"JARVIS_FINANCE_ENV\\\", \\\"local\\\"),\\n 41| base_currency=env.get(\\\"JARVIS_FINANCE_BASE_CURRENCY\\\", \\\"CHF\\\"),\\n 42| timezone=env.get(\\\"JARVIS_FINANCE_TIMEZONE\\\", \\\"Europe/Zurich\\\"),\\n 43| runtime_paths=paths,\\n 44| log_level=env.get(\\\"JARVIS_FINANCE_LOG_LEVEL\\\", \\\"INFO\\\"),\\n 45| block_runtime_inside_repo=env.get(\\\"JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO\\\", \\\"1\\\") not in {\\\"0\\\", \\\"false\\\", \\\"False\\\"},\\n 46| )\\n 47| validate_settings(settings, repo_root=repo_root)\\n 48| return settings\\n 49|\\n 50|\\n 51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:\\n 52| root = (repo_root or find_repo_root()).resolve()\\n 53| if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):\\n 54| raise ValueError(f\\\"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}\\\")\\n 55| if settings.base_currency != \\\"CHF\\\":\\n 56| raise ValueError(\\\"MVP 1 base currency must be CHF\\\")\\n 57|\\n 58|\\n 59|def ensure_runtime_dirs(settings: Settings) -> None:\\n 60| settings.runtime_paths.ensure_dirs()\\n 61|\", \"total_lines\": 60, \"file_size\": 2335, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|from jarvis_finance.quality.alerts import create_alert\\n 8|\\n 9|\\n 10|def create_crypto_asset(\\n 11| conn: Connection,\\n 12| *,\\n 13| coin_name: str,\\n 14| symbol: str,\\n 15| coingecko_id: str | None = None,\\n 16| network_chain_default: str | None = None,\\n 17| is_stablecoin: bool = False,\\n 18| notes: str | None = None,\\n 19|) -> str:\\n 20| symbol = symbol.upper().strip()\\n 21| existing_symbol = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE symbol=?\\\", (symbol,)).fetchone()\\n 22| asset_id = stable_id(\\\"cryptoasset\\\", coingecko_id or coin_name, symbol, network_chain_default or \\\"\\\")\\n 23| now = utc_now()\\n 24| try:\\n 25| conn.execute(\\n 26| \\\"\\\"\\\"\\n 27| INSERT INTO crypto_assets(\\n 28| asset_id, coin_name, symbol, coingecko_id, network_chain_default,\\n 29| is_stablecoin, price_provider_primary, is_active, notes, created_at\\n 30| ) VALUES (?, ?, ?, ?, ?, ?, 'CoinGecko', 1, ?, ?)\\n 31| \\\"\\\"\\\",\\n 32| (asset_id, coin_name, symbol, coingecko_id, network_chain_default, int(is_stablecoin), notes, now),\\n 33| )\\n 34| except IntegrityError as exc:\\n 35| raise ValueError(\\\"crypto asset uniqueness conflict; coingecko_id must be unique\\\") from exc\\n 36| if not coingecko_id:\\n 37| create_alert(\\n 38| conn,\\n 39| priority=\\\"warnung\\\",\\n 40| category=\\\"crypto\\\",\\n 41| entity_type=\\\"crypto_asset\\\",\\n 42| entity_id=asset_id,\\n 43| rule_id=\\\"missing_coingecko_id\\\",\\n 44| message=\\\"Crypto asset has no CoinGecko ID; valuation quality is incomplete.\\\",\\n 45| evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name},\\n 46| fingerprint=\\\"missing_coingecko_id\\\",\\n 47| )\\n 48| if existing_symbol:\\n 49| create_alert(\\n 50| conn,\\n 51| priority=\\\"warnung\\\",\\n 52| category=\\\"crypto\\\",\\n 53| entity_type=\\\"crypto_asset\\\",\\n 54| entity_id=asset_id,\\n 55| rule_id=\\\"crypto_symbol_conflict\\\",\\n 56| message=\\\"Crypto symbol is not unique; manual asset selection is required.\\\",\\n 57| evidence={\\\"symbol\\\": symbol, \\\"existing_asset_id\\\": existing_symbol[\\\"asset_id\\\"]},\\n 58| )\\n 59| record_audit_event(\\n 60| conn,\\n 61| source=\\\"crypto_assets\\\",\\n 62| action=\\\"create_crypto_asset\\\",\\n 63| entity_type=\\\"crypto_asset\\\",\\n 64| entity_id=asset_id,\\n 65| new_values={\\\"coin_name\\\": coin_name, \\\"symbol\\\": symbol, \\\"coingecko_id\\\": coingecko_id},\\n 66| confirmed=True,\\n 67| created_by=\\\"system\\\",\\n 68| )\\n 69| conn.commit()\\n 70| return asset_id\\n 71|\\n 72|\\n 73|def get_crypto_asset(conn: Connection, asset_id: str):\\n 74| row = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 75| if row is None:\\n 76| raise KeyError(asset_id)\\n 77| return row\\n 78|\", \"total_lines\": 77, \"file_size\": 2834, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_price_update.py\",\"content\":\"from __future__ import annotations\\n\\nimport urllib.error\\nfrom datetime import datetime, timedelta, timezone\\nfrom decimal import Decimal\\n\\nfrom jarvis_finance.cli.main import main\\nfrom jarvis_finance.crypto.assets import create_crypto_asset\\nfrom jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\nfrom jarvis_finance.crypto.wallets import create_wallet\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.market.providers import CoinGeckoClient, PriceQuote, refresh_crypto_prices\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\nclass MockProvider:\\n def __init__(self) -> None:\\n self.calls: list[tuple[str, str]] = []\\n\\n def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote:\\n self.calls.append((coingecko_id, currency))\\n return PriceQuote(coingecko_id=coingecko_id, currency=currency, price=Decimal(\\\"123.456789\\\"), provider=\\\"MockGecko\\\", provider_timestamp=\\\"2026-01-31T00:00:00+00:00\\\")\\n\\n\\ndef setup_conn():\\n conn = connect_memory()\\n apply_migrations(conn)\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n btc_id = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n create_initial_holding_snapshot(conn, asset_id=btc_id, wallet_id=wallet_id, quantity=Decimal(\\\"0.01\\\"), verification_status=\\\"verified\\\", note=\\\"synthetic fixture\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n missing_id = create_crypto_asset(conn, coin_name=\\\"Missing Coin\\\", symbol=\\\"MISS\\\", coingecko_id=None)\\n create_initial_holding_snapshot(conn, asset_id=missing_id, wallet_id=wallet_id, quantity=Decimal(\\\"1\\\"), verification_status=\\\"verified\\\", note=\\\"synthetic fixture\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n return conn, btc_id, missing_id\\n\\n\\ndef test_refresh_crypto_prices_loads_active_assets_and_stores_chf_price() -> None:\\n conn, btc_id, _ = setup_conn()\\n provider = MockProvider()\\n\\n result = refresh_crypto_prices(conn, provider=provider, currency=\\\"CHF\\\", max_age_seconds=0)\\n\\n assert result.success_count == 1\\n assert result.skipped_count == 1\\n assert result.warning_count == 1\\n assert result.error_count == 0\\n assert provider.calls == [(\\\"bitcoin\\\", \\\"CHF\\\")]\\n row = conn.execute(\\\"SELECT * FROM crypto_prices WHERE asset_id=?\\\", (btc_id,)).fetchone()\\n assert row is not None\\n assert row[\\\"price\\\"] == \\\"123.456789\\\"\\n assert row[\\\"price_currency\\\"] == \\\"CHF\\\"\\n assert row[\\\"provider\\\"] == \\\"MockGecko\\\"\\n\\n\\ndef test_missing_coingecko_id_is_skipped_and_warned_without_duplicate_alerts() -> None:\\n conn, _, missing_id = setup_conn()\\n provider = MockProvider()\\n\\n first = refresh_crypto_prices(conn, provider=provider, currency=\\\"CHF\\\", max_age_seconds=0)\\n second = refresh_crypto_prices(conn, provider=provider, currency=\\\"CHF\\\", max_age_seconds=0)\\n\\n assert first.skipped_count == 1\\n assert second.skipped_count == 1\\n alerts = conn.execute(\\\"SELECT * FROM alerts WHERE entity_id=? AND rule_id='missing_coingecko_id'\\\", (missing_id,)).fetchall()\\n assert len(alerts) == 1\\n assert alerts[0][\\\"occurrence_count\\\"] >= 2\\n\\n\\ndef test_429_backoff_is_used_by_provider() -> None:\\n calls = {\\\"n\\\": 0}\\n sleeps: list[float] = []\\n\\n def opener(url, timeout=20):\\n calls[\\\"n\\\"] += 1\\n if calls[\\\"n\\\"] == 1:\\n raise urllib.error.HTTPError(url, 429, \\\"rate limited\\\", None, None)\\n class Resp:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self): return b'{\\\"bitcoin\\\":{\\\"chf\\\":\\\"12.34\\\",\\\"last_updated_at\\\":1700000000}}'\\n return Resp()\\n\\n client = CoinGeckoClient(max_retries=2, initial_backoff_seconds=0.25, max_backoff_seconds=1, opener=opener, sleeper=sleeps.append)\\n\\n quote = client.get_crypto_price(\\\"bitcoin\\\", \\\"CHF\\\")\\n\\n assert quote.price == Decimal(\\\"12.34\\\")\\n assert sleeps == [0.25]\\n assert calls[\\\"n\\\"] == 2\\n\\n\\ndef test_fresh_cache_prevents_refetch_and_stale_price_is_marked() -> None:\\n conn, btc_id, _ = setup_conn()\\n provider = MockProvider()\\n first = refresh_crypto_prices(conn, provider=provider, currency=\\\"CHF\\\", max_age_seconds=3600)\\n second = refresh_crypto_prices(conn, provider=provider, currency=\\\"CHF\\\", max_age_seconds=3600)\\n assert first.success_count == 1\\n assert second.cached_count == 1\\n assert provider.calls == [(\\\"bitcoin\\\", \\\"CHF\\\")]\\n\\n old = (datetime.now(timezone.utc) - timedelta(days=10)).isoformat()\\n conn.execute(\\\"UPDATE crypto_prices SET fetched_at=?, provider_timestamp=? WHERE asset_id=?\\\", (old, old, btc_id))\\n conn.commit()\\n\\n overview = data.get_crypto_overview(conn, price_max_age_seconds=3600)\\n btc = next(row for row in overview if row[\\\"symbol\\\"] == \\\"BTC\\\")\\n assert btc[\\\"price_quality\\\"] == \\\"stale\\\"\\n context = build_crypto_report_context(conn, price_max_age_seconds=3600)\\n assert any(w[\\\"code\\\"] == \\\"stale_price\\\" and w[\\\"entity_id\\\"] == btc_id for w in context[\\\"data_quality_warnings\\\"])\\n\\n\\ndef test_dashboard_reads_local_prices_without_provider_api_call() -> None:\\n conn, btc_id, _ = setup_conn()\\n refresh_crypto_prices(conn, provider=MockProvider(), currency=\\\"CHF\\\", max_age_seconds=0)\\n\\n overview = data.get_crypto_overview(conn)\\n by_wallet = data.get_crypto_by_wallet(conn)\\n summary = data.get_command_center_summary(conn)\\n\\n btc = next(row for row in overview if row[\\\"symbol\\\"] == \\\"BTC\\\")\\n assert btc[\\\"latest_price_chf\\\"] == \\\"123.46\\\"\\n assert btc[\\\"market_value_chf\\\"]\\n assert any(row[\\\"wallet_value_chf\\\"] for row in by_wallet if row[\\\"symbol\\\"] == \\\"BTC\\\")\\n assert summary[\\\"crypto_total_chf\\\"] != \\\"0.00\\\"\\n assert summary[\\\"crypto_price_data_as_of\\\"]\\n\\n\\ndef test_crypto_report_uses_local_prices_and_improves_missing_price_status() -> None:\\n conn, btc_id, _ = setup_conn()\\n before = build_crypto_report_context(conn)\\n assert any(w[\\\"code\\\"] == \\\"missing_price\\\" and w[\\\"entity_id\\\"] == btc_id for w in before[\\\"data_quality_warnings\\\"])\\n\\n refresh_crypto_prices(conn, provider=MockProvider(), currency=\\\"CHF\\\", max_age_seconds=0)\\n after = build_crypto_report_context(conn)\\n\\n btc = next(row for row in after[\\\"coins\\\"] if row[\\\"symbol\\\"] == \\\"BTC\\\")\\n assert btc[\\\"price_chf\\\"] == \\\"123.456789\\\"\\n assert btc[\\\"value_chf\\\"]\\n assert not any(w[\\\"code\\\"] == \\\"missing_price\\\" and w[\\\"entity_id\\\"] == btc_id for w in after[\\\"data_quality_warnings\\\"])\\n assert after[\\\"metadata\\\"][\\\"live_api_calls\\\"] is False\\n\\n\\ndef test_cli_update_crypto_prices_command_uses_provider_factory(monkeypatch, tmp_path, capsys) -> None:\\n runtime = tmp_path / \\\"runtime\\\"\\n monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(runtime))\\n conn = connect_memory()\\n # Build a runtime file DB via CLI settings by seeding after opening path.\\n from jarvis_finance.storage.database import connect\\n db = runtime / \\\"data\\\" / \\\"finance.sqlite3\\\"\\n db.parent.mkdir(parents=True)\\n file_conn = connect(db)\\n apply_migrations(file_conn)\\n wallet_id = create_wallet(file_conn, wallet_name=\\\"CLI Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n asset_id = create_crypto_asset(file_conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n create_initial_holding_snapshot(file_conn, asset_id=asset_id, wallet_id=wallet_id, quantity=Decimal(\\\"0.01\\\"), verification_status=\\\"verified\\\", note=\\\"synthetic fixture\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n file_conn.close()\\n\\n monkeypatch.setattr(\\\"jarvis_finance.cli.main.CoinGeckoClient\\\", lambda: MockProvider())\\n\\n rc = main([\\\"update-crypto-prices\\\", \\\"--max-age-seconds\\\", \\\"0\\\"])\\n\\n out = capsys.readouterr().out\\n assert rc == 0\\n assert \\\"CRYPTO_PRICE_UPDATE\\\" in out\\n assert \\\"success=1\\\" in out\\n conn.close()\\n\"}"
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"content": "{\"output\": \"FF.FFFF [100%]\\n=================================== FAILURES ===================================\\n_____ test_refresh_crypto_prices_loads_active_assets_and_stores_chf_price ______\\n\\n def test_refresh_crypto_prices_loads_active_assets_and_stores_chf_price() -> None:\\n> conn, btc_id, _ = setup_conn()\\n ^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:39: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\ntests/unit/test_crypto_price_update.py:30: in setup_conn\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n___ test_missing_coingecko_id_is_skipped_and_warned_without_duplicate_alerts ___\\n\\n def test_missing_coingecko_id_is_skipped_and_warned_without_duplicate_alerts() -> None:\\n> conn, _, missing_id = setup_conn()\\n ^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:57: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\ntests/unit/test_crypto_price_update.py:30: in setup_conn\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n_________ test_fresh_cache_prevents_refetch_and_stale_price_is_marked __________\\n\\n def test_fresh_cache_prevents_refetch_and_stale_price_is_marked() -> None:\\n> conn, btc_id, _ = setup_conn()\\n ^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:94: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\ntests/unit/test_crypto_price_update.py:30: in setup_conn\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n_________ test_dashboard_reads_local_prices_without_provider_api_call __________\\n\\n def test_dashboard_reads_local_prices_without_provider_api_call() -> None:\\n> conn, btc_id, _ = setup_conn()\\n ^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:114: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\ntests/unit/test_crypto_price_update.py:30: in setup_conn\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n____ test_crypto_report_uses_local_prices_and_improves_missing_price_status ____\\n\\n def test_crypto_report_uses_local_prices_and_improves_missing_price_status() -> None:\\n> conn, btc_id, _ = setup_conn()\\n ^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:130: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\ntests/unit/test_crypto_price_update.py:30: in setup_conn\\n wallet_id = create_wallet(conn, wallet_name=\\\"Synthetic Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n_________ test_cli_update_crypto_prices_command_uses_provider_factory __________\\n\\nmonkeypatch = <_pytest.monkeypatch.MonkeyPatch object at 0x736b2adbd490>\\ntmp_path = PosixPath('/tmp/pytest-of-agent/pytest-40/test_cli_update_crypto_prices_0')\\ncapsys = <_pytest.capture.CaptureFixture object at 0x736b2adbd650>\\n\\n def test_cli_update_crypto_prices_command_uses_provider_factory(monkeypatch, tmp_path, capsys) -> None:\\n runtime = tmp_path / \\\"runtime\\\"\\n monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(runtime))\\n conn = connect_memory()\\n # Build a runtime file DB via CLI settings by seeding after opening path.\\n from jarvis_finance.storage.database import connect\\n db = runtime / \\\"data\\\" / \\\"finance.sqlite3\\\"\\n db.parent.mkdir(parents=True)\\n file_conn = connect(db)\\n apply_migrations(file_conn)\\n> wallet_id = create_wallet(file_conn, wallet_name=\\\"CLI Wallet\\\", wallet_type=\\\"hardware\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n\\ntests/unit/test_crypto_price_update.py:154: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\nsrc/jarvis_finance/crypto/wallets.py:35: in create_wallet\\n _validate_wallet_type(wallet_type)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nwallet_type = 'hardware'\\n\\n def _validate_wallet_type(wallet_type: str) -> None:\\n if wallet_type not in VALID_WALLET_TYPES:\\n> raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\nE ValueError: wallet_type must be one of ['Bank/Broker', 'DeFi', 'Exchange', 'Hardware Wallet', 'Software Wallet', 'Sonstiges']\\n\\nsrc/jarvis_finance/crypto/wallets.py:20: ValueError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_crypto_price_update.py::test_refresh_crypto_prices_loads_active_assets_and_stores_chf_price\\nFAILED tests/unit/test_crypto_price_update.py::test_missing_coingecko_id_is_skipped_and_warned_without_duplicate_alerts\\nFAILED tests/unit/test_crypto_price_update.py::test_fresh_cache_prevents_refetch_and_stale_price_is_marked\\nFAILED tests/unit/test_crypto_price_update.py::test_dashboard_reads_local_prices_without_provider_api_call\\nFAILED tests/unit/test_crypto_price_update.py::test_crypto_report_uses_local_prices_and_improves_missing_price_status\\nFAILED tests/unit/test_crypto_price_update.py::test_cli_update_crypto_prices_command_uses_provider_factory\\n6 failed, 1 passed in 0.56s\", \"exit_code\": 1, \"error\": null}",
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Build a runtime file DB via CLI settings by seeding after opening path.\\n from jarvis_finance.storage.database import connect\\n db = runtime / \\\"data\\\" / \\\"finance.sqlite3\\\"\\n db.parent.mkdir(parents=True)\\n file_conn = connect(db)\\n apply_migrations(file_conn)\\n wallet_id = create_wallet(file_conn, wallet_name=\\\"CLI Wallet\\\", wallet_type=\\\"Hardware Wallet\\\", platform_provider=\\\"Synthetic\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n asset_id = create_crypto_asset(file_conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n create_initial_holding_snapshot(file_conn, asset_id=asset_id, wallet_id=wallet_id, quantity=Decimal(\\\"0.01\\\"), verification_status=\\\"verified\\\", note=\\\"synthetic fixture\\\", last_verified_at=\\\"2026-01-31T00:00:00+00:00\\\")\\n file_conn.close()\\n \\n> monkeypatch.setattr(\\\"jarvis_finance.cli.main.CoinGeckoClient\\\", lambda: MockProvider())\\n\\ntests/unit/test_crypto_price_update.py:159: \\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n../../hermes-agent/venv/lib/python3.11/site-packages/_pytest/monkeypatch.py:106: in derive_importpath\\n annotated_getattr(target, attr, ann=module)\\n_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ \\n\\nobj = \\nname = 'CoinGeckoClient', ann = 'jarvis_finance.cli.main'\\n\\n def annotated_getattr(obj: object, name: str, ann: str) -> object:\\n try:\\n obj = getattr(obj, name)\\n except AttributeError as e:\\n> raise AttributeError(\\n f\\\"{type(obj).__name__!r} object at {ann} has no attribute {name!r}\\\"\\n ) from e\\nE AttributeError: 'module' object at jarvis_finance.cli.main has no attribute 'CoinGeckoClient'\\n\\n../../hermes-agent/venv/lib/python3.11/site-packages/_pytest/monkeypatch.py:94: AttributeError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_crypto_price_update.py::test_refresh_crypto_prices_loads_active_assets_and_stores_chf_price\\nFAILED tests/unit/test_crypto_price_update.py::test_missing_coingecko_id_is_skipped_and_warned_without_duplicate_alerts\\nFAILED tests/unit/test_crypto_price_update.py::test_fresh_cache_prevents_refetch_and_stale_price_is_marked\\nFAILED tests/unit/test_crypto_price_update.py::test_dashboard_reads_local_prices_without_provider_api_call\\nFAILED tests/unit/test_crypto_price_update.py::test_cli_update_crypto_prices_command_uses_provider_factory\\n5 failed, 2 passed in 0.59s\", \"exit_code\": 1, \"error\": null}\n\n[Tool loop warning: repeated_exact_failure_warning; count=2; terminal has failed 2 times with identical arguments. This looks like a loop; inspect the error and change strategy instead of retrying it unchanged.]",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|import json\\n 5|import uuid\\n 6|from datetime import datetime, timezone\\n 7|from sqlite3 import Connection\\n 8|from typing import Any\\n 9|\\n 10|ACTIVE_STATUSES = {\\\"active\\\", \\\"resolved\\\", \\\"muted\\\"}\\n 11|\\n 12|\\n 13|def utc_now() -> str:\\n 14| return datetime.now(timezone.utc).isoformat()\\n 15|\\n 16|\\n 17|def alert_fingerprint(evidence: dict[str, Any] | None = None, *, explicit: str | None = None) -> str:\\n 18| if explicit:\\n 19| payload = explicit\\n 20| else:\\n 21| payload = json.dumps(evidence or {}, sort_keys=True, ensure_ascii=False, default=str)\\n 22| return hashlib.sha256(payload.encode(\\\"utf-8\\\")).hexdigest()[:32]\\n 23|\\n 24|\\n 25|def build_dedup_key(*, rule_id: str | None, entity_type: str | None, entity_id: str | None, priority: str, fingerprint: str) -> str:\\n 26| payload = \\\"|\\\".join([rule_id or \\\"\\\", entity_type or \\\"\\\", entity_id or \\\"\\\", priority, fingerprint])\\n 27| return hashlib.sha256(payload.encode(\\\"utf-8\\\")).hexdigest()[:40]\\n 28|\\n 29|\\n 30|def create_alert(\\n 31| conn: Connection,\\n 32| *,\\n 33| priority: str,\\n 34| category: str,\\n 35| message: str,\\n 36| entity_type: str | None = None,\\n 37| entity_id: str | None = None,\\n 38| rule_id: str | None = None,\\n 39| evidence: dict[str, Any] | None = None,\\n 40| fingerprint: str | None = None,\\n 41|) -> str:\\n 42| now = utc_now()\\n 43| fp = alert_fingerprint(evidence, explicit=fingerprint)\\n 44| dedup_key = build_dedup_key(rule_id=rule_id, entity_type=entity_type, entity_id=entity_id, priority=priority, fingerprint=fp)\\n 45| existing = conn.execute(\\n 46| \\\"SELECT alert_id, status, occurrence_count FROM alerts WHERE dedup_key=? AND status IN ('active','resolved','muted') ORDER BY created_at DESC LIMIT 1\\\",\\n 47| (dedup_key,),\\n 48| ).fetchone()\\n 49| evidence_json = json.dumps(evidence or {}, sort_keys=True, ensure_ascii=False, default=str)\\n 50| if existing:\\n 51| conn.execute(\\n 52| \\\"UPDATE alerts SET last_seen_at=?, occurrence_count=COALESCE(occurrence_count,1)+1, evidence_json=? WHERE alert_id=?\\\",\\n 53| (now, evidence_json, existing[\\\"alert_id\\\"]),\\n 54| )\\n 55| return existing[\\\"alert_id\\\"]\\n 56| alert_id = str(uuid.uuid4())\\n 57| conn.execute(\\n 58| \\\"\\\"\\\"\\n 59| INSERT INTO alerts(\\n 60| alert_id, priority, category, entity_type, entity_id, rule_id, message,\\n 61| evidence_json, status, created_at, last_seen_at, occurrence_count, fingerprint, dedup_key\\n 62| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, 'active', ?, ?, 1, ?, ?)\\n 63| \\\"\\\"\\\",\\n 64| (alert_id, priority, category, entity_type, entity_id, rule_id, message, evidence_json, now, now, fp, dedup_key),\\n 65| )\\n 66| return alert_id\\n 67|\\n 68|\\n 69|def resolve_alert(conn: Connection, alert_id: str, *, note: str | None = None) -> None:\\n 70| conn.execute(\\\"UPDATE alerts SET status='resolved', resolved_at=? WHERE alert_id=?\\\", (utc_now(), alert_id))\\n 71| conn.commit()\\n 72|\\n 73|\\n 74|def mute_alert(conn: Connection, alert_id: str, *, muted_until: str | None = None) -> None:\\n 75| conn.execute(\\\"UPDATE alerts SET status='muted', muted_until=? WHERE alert_id=?\\\", (muted_until, alert_id))\\n 76| conn.commit()\\n 77|\", \"total_lines\": 76, \"file_size\": 2964, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nimport json\\nimport time\\nimport urllib.error\\nimport urllib.parse\\nimport urllib.request\\nfrom dataclasses import dataclass, field\\nfrom datetime import datetime, timezone\\nfrom decimal import Decimal, InvalidOperation\\nfrom sqlite3 import Connection\\nfrom typing import Protocol\\n\\nfrom jarvis_finance.imports.common import stable_id, utc_now\\nfrom jarvis_finance.quality.alerts import create_alert\\n\\n\\n@dataclass(frozen=True)\\nclass PriceQuote:\\n coingecko_id: str\\n currency: str\\n price: Decimal | None\\n provider: str = \\\"CoinGecko\\\"\\n provider_timestamp: str | None = None\\n quality_status: str = \\\"fresh\\\"\\n error_message: str | None = None\\n\\n\\n@dataclass\\nclass PriceRefreshResult:\\n currency: str\\n total_assets: int = 0\\n success_count: int = 0\\n skipped_count: int = 0\\n cached_count: int = 0\\n warning_count: int = 0\\n error_count: int = 0\\n written_price_ids: list[str] = field(default_factory=list)\\n warnings: list[str] = field(default_factory=list)\\n errors: list[str] = field(default_factory=list)\\n\\n\\nclass MarketDataProvider(Protocol):\\n def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote: ...\\n\\n\\nclass ProviderRateLimitError(RuntimeError):\\n pass\\n\\n\\nclass ProviderFetchError(RuntimeError):\\n pass\\n\\n\\nclass CoinGeckoClient:\\n def __init__(self, *, base_url: str = \\\"https://api.coingecko.com/api/v3\\\", max_retries: int = 2, initial_backoff_seconds: float = 1.0, max_backoff_seconds: float = 8.0, opener=None, sleeper=time.sleep) -> None:\\n self.base_url = base_url.rstrip(\\\"/\\\")\\n self.max_retries = max_retries\\n self.initial_backoff_seconds = initial_backoff_seconds\\n self.max_backoff_seconds = max_backoff_seconds\\n self.opener = opener or urllib.request.urlopen\\n self.sleeper = sleeper\\n\\n def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote:\\n cur = currency.lower()\\n query = urllib.parse.urlencode({\\\"ids\\\": coingecko_id, \\\"vs_currencies\\\": cur, \\\"include_last_updated_at\\\": \\\"true\\\"})\\n url = f\\\"{self.base_url}/simple/price?{query}\\\"\\n delay = self.initial_backoff_seconds\\n last_error: str | None = None\\n for attempt in range(self.max_retries + 1):\\n try:\\n with self.opener(url, timeout=20) as resp:\\n payload = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n data = payload.get(coingecko_id) or {}\\n value = data.get(cur)\\n if value is None:\\n return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\")\\n try:\\n price = Decimal(str(value))\\n except InvalidOperation:\\n return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=\\\"invalid price\\\")\\n ts = data.get(\\\"last_updated_at\\\")\\n provider_ts = None\\n if ts:\\n try:\\n provider_ts = datetime.fromtimestamp(int(ts), tz=timezone.utc).isoformat()\\n except (TypeError, ValueError):\\n provider_ts = str(ts)\\n return PriceQuote(coingecko_id, currency.upper(), price, provider_timestamp=provider_ts)\\n except urllib.error.HTTPError as exc:\\n last_error = f\\\"HTTP {exc.code}\\\"\\n if exc.code == 429 and attempt < self.max_retries:\\n self.sleeper(min(delay, self.max_backoff_seconds)); delay *= 2; continue\\n status = \\\"stale\\\" if exc.code == 429 else \\\"error\\\"\\n return PriceQuote(coingecko_id, currency.upper(), None, quality_status=status, error_message=last_error)\\n except Exception as exc: # network skeleton must not crash dashboard jobs\\n last_error = str(exc)\\n if attempt < self.max_retries:\\n self.sleeper(min(delay, self.max_backoff_seconds)); delay *= 2; continue\\n return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error)\\n return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error)\\n\\n\\ndef _parse_dt(value: str | None) -> datetime | None:\\n if not value:\\n return None\\n try:\\n dt = datetime.fromisoformat(value.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n except ValueError:\\n return None\\n return dt if dt.tzinfo else dt.replace(tzinfo=timezone.utc)\\n\\n\\ndef is_price_stale(timestamp: str | None, *, max_age_seconds: int = 86_400) -> bool:\\n dt = _parse_dt(timestamp)\\n if dt is None:\\n return True\\n return (datetime.now(timezone.utc) - dt).total_seconds() > max_age_seconds\\n\\n\\ndef latest_crypto_price_row(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\"):\\n return conn.execute(\\n \\\"\\\"\\\"\\n SELECT * FROM crypto_prices\\n WHERE asset_id=? AND price_currency=?\\n ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n LIMIT 1\\n \\\"\\\"\\\",\\n (asset_id, currency.upper()),\\n ).fetchone()\\n\\n\\ndef store_crypto_price(conn: Connection, *, asset_id: str, quote: PriceQuote) -> str:\\n now = utc_now()\\n price_id = stable_id(\\\"cryptoprice\\\", asset_id, quote.coingecko_id, quote.currency, quote.provider, now)\\n conn.execute(\\n \\\"\\\"\\\"\\n INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status, error_message)\\n VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n \\\"\\\"\\\",\\n (price_id, asset_id, quote.coingecko_id, quote.currency.upper(), format(quote.price, \\\"f\\\") if quote.price is not None else \\\"\\\", quote.provider, quote.provider_timestamp, now, quote.quality_status, quote.error_message),\\n )\\n if quote.quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"}:\\n create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=f\\\"crypto_price_{quote.quality_status}\\\", message=f\\\"Crypto price quality is {quote.quality_status}.\\\", evidence={\\\"coingecko_id\\\": quote.coingecko_id, \\\"currency\\\": quote.currency, \\\"error\\\": quote.error_message})\\n conn.commit()\\n return price_id\\n\\n\\ndef refresh_crypto_prices(conn: Connection, *, provider: MarketDataProvider, currency: str = \\\"CHF\\\", max_age_seconds: int = 3600) -> PriceRefreshResult:\\n currency = currency.upper()\\n result = PriceRefreshResult(currency=currency)\\n assets = conn.execute(\\\"SELECT asset_id, coingecko_id, symbol FROM crypto_assets WHERE is_active=1 ORDER BY symbol\\\").fetchall()\\n result.total_assets = len(assets)\\n for asset in assets:\\n asset_id = asset[\\\"asset_id\\\"]\\n if not asset[\\\"coingecko_id\\\"]:\\n create_alert(conn, priority=\\\"warnung\\\", category=\\\"crypto\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=\\\"missing_coingecko_id\\\", message=\\\"Crypto asset has no CoinGecko ID; price refresh skipped.\\\", evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]}, fingerprint=\\\"missing_coingecko_id\\\")\\n result.skipped_count += 1\\n result.warning_count += 1\\n result.warnings.append(f\\\"{asset['symbol']}: missing_coingecko_id\\\")\\n continue\\n latest = latest_crypto_price_row(conn, asset_id, currency)\\n if latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds):\\n result.cached_count += 1\\n continue\\n try:\\n quote = provider.get_crypto_price(asset[\\\"coingecko_id\\\"], currency)\\n except Exception as exc:\\n quote = PriceQuote(asset[\\\"coingecko_id\\\"], currency, None, quality_status=\\\"error\\\", error_message=str(exc))\\n price_id = store_crypto_price(conn, asset_id=asset_id, quote=quote)\\n result.written_price_ids.append(price_id)\\n if quote.price is not None and quote.quality_status == \\\"fresh\\\":\\n result.success_count += 1\\n elif quote.quality_status in {\\\"missing\\\", \\\"stale\\\"}:\\n result.warning_count += 1\\n result.warnings.append(f\\\"{asset['symbol']}: {quote.quality_status}\\\")\\n else:\\n result.error_count += 1\\n result.errors.append(f\\\"{asset['symbol']}: {quote.error_message or quote.quality_status}\\\")\\n conn.commit()\\n return result\\n\", \"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market/providers.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n FROM crypto_prices\\n WHERE asset_id=? AND price_currency=?\\n ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n \\\"\\\"\\\",\\n (asset_id, currency.upper()),\\n ).fetchone()\\n if not row:\\n return None\\n item = dict(row)\\n ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n item[\\\"quality_status\\\"] = \\\"stale\\\"\\n return item\\n\\n\\ndef get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n\",\"old_string\":\"def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\") -> dict[str, str] | None:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n SELECT price, price_currency, fetched_at, quality_status, provider\\n FROM crypto_prices\\n WHERE asset_id=? AND price_currency=?\\n ORDER BY fetched_at DESC LIMIT 1\\n \\\"\\\"\\\",\\n (asset_id, currency.upper()),\\n ).fetchone()\\n return dict(row) if row else None\\n\\n\\ndef get_crypto_overview(conn: Connection) -> list[dict[str, str]]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -54,20 +54,26 @@\\n return True\\n \\n \\n-def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\") -> dict[str, str] | None:\\n+def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n- SELECT price, price_currency, fetched_at, quality_status, provider\\n+ SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n FROM crypto_prices\\n WHERE asset_id=? AND price_currency=?\\n- ORDER BY fetched_at DESC LIMIT 1\\n+ ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n \\\"\\\"\\\",\\n (asset_id, currency.upper()),\\n ).fetchone()\\n- return dict(row) if row else None\\n-\\n-\\n-def get_crypto_overview(conn: Connection) -> list[dict[str, str]]:\\n+ if not row:\\n+ return None\\n+ item = dict(row)\\n+ ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n+ if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n+ item[\\\"quality_status\\\"] = \\\"stale\\\"\\n+ return item\\n+\\n+\\n+def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n holdings = calculate_crypto_holdings(conn)\\n rows: list[dict[str, str]] = []\\n for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n\",\"old_string\":\" price = latest_crypto_price(conn, asset_id, \\\"CHF\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\",\"replace_all\":true}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -81,7 +81,7 @@\\n asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n if not asset:\\n continue\\n- price = latest_crypto_price(conn, asset_id, \\\"CHF\\\")\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n value = qty * price_dec if price_dec is not None else None\\n rows.append({\\n@@ -104,7 +104,7 @@\\n for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n asset = conn.execute(\\\"SELECT coin_name, symbol, coingecko_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n- price = latest_crypto_price(conn, asset_id, \\\"CHF\\\")\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n value = holding.quantity * price_dec if price_dec is not None else None\\n rows.append({\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def get_crypto_by_wallet(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n\",\"old_string\":\"def get_crypto_by_wallet(conn: Connection) -> list[dict[str, str]]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n \\\"wallet_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n \\\"price_fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n \\\"verification_status\\\": holding.verification_status,\\n\",\"old_string\":\" \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n \\\"verification_status\\\": holding.verification_status,\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" c4.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n st.caption(f\\\"Crypto Preis-Datenstand lokal: {summary.get('crypto_price_data_as_of') or 'nicht verfügbar'}\\\")\\n\",\"old_string\":\" c4.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_00_command_center.py\"}"
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"id": "call_gUUHjhWrMyHyhSQWUM1Xj1j4",
"call_id": "call_gUUHjhWrMyHyhSQWUM1Xj1j4",
"response_item_id": "fc_002041bba6e51fe5016a0647415ee8819193133f4293932aad",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.market.providers import is_price_stale\\n\",\"old_string\":\"from jarvis_finance.imports.common import utc_now\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n@@ -12,7 +12,7 @@\\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.config.settings import Settings, ensure_runtime_dirs, validate_settings\\n from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n-from jarvis_finance.imports.common import utc_now\\n+from jarvis_finance.market.providers import is_price_stale\\n \\n PDFRenderer = Callable[[str, Path], bool]\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
"tool_call_id": "call_gUUHjhWrMyHyhSQWUM1Xj1j4"
},
{
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"content": "",
"reasoning": null,
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{
"id": "call_6bP9nTaWw5Ijs3gbEse7WrRK",
"call_id": "call_6bP9nTaWw5Ijs3gbEse7WrRK",
"response_item_id": "fc_002041bba6e51fe5016a064746b20c8191bc5510b789d85e9d",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.imports.common import utc_now\\nfrom jarvis_finance.market.providers import is_price_stale\\n\",\"old_string\":\"from jarvis_finance.market.providers import is_price_stale\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n@@ -12,6 +12,7 @@\\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.config.settings import Settings, ensure_runtime_dirs, validate_settings\\n from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n+from jarvis_finance.imports.common import utc_now\\n from jarvis_finance.market.providers import is_price_stale\\n \\n PDFRenderer = Callable[[str, Path], bool]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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},
{
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"content": "",
"reasoning": null,
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{
"id": "call_auhptsha2ta8az9aobSxztSz",
"call_id": "call_auhptsha2ta8az9aobSxztSz",
"response_item_id": "fc_002041bba6e51fe5016a06474f5b848191be38750eb8afe566",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"def _is_stale(value: str | None, *, max_age_seconds: int = 259_200) -> bool:\\n return is_price_stale(value, max_age_seconds=max_age_seconds)\\n\",\"old_string\":\"def _is_stale(value: str | None, *, max_age_days: int = 3) -> bool:\\n dt = _parse_dt(value)\\n if dt is None:\\n return False\\n if dt.tzinfo is None:\\n dt = dt.replace(tzinfo=timezone.utc)\\n return datetime.now(timezone.utc) - dt > __import__(\\\"datetime\\\").timedelta(days=max_age_days)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n@@ -53,13 +53,8 @@\\n return None\\n \\n \\n-def _is_stale(value: str | None, *, max_age_days: int = 3) -> bool:\\n- dt = _parse_dt(value)\\n- if dt is None:\\n- return False\\n- if dt.tzinfo is None:\\n- dt = dt.replace(tzinfo=timezone.utc)\\n- return datetime.now(timezone.utc) - dt > __import__(\\\"datetime\\\").timedelta(days=max_age_days)\\n+def _is_stale(value: str | None, *, max_age_seconds: int = 259_200) -> bool:\\n+ return is_price_stale(value, max_age_seconds=max_age_seconds)\\n \\n \\n def _add_warning(warnings: list[dict[str, str]], *, code: str, message: str, entity_type: str, entity_id: str | None = None) -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_auhptsha2ta8az9aobSxztSz"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
"tool_calls": [
{
"id": "call_ZnLfx0YNIJ5IhqnlWuboVFhm",
"call_id": "call_ZnLfx0YNIJ5IhqnlWuboVFhm",
"response_item_id": "fc_002041bba6e51fe5016a06475785308191a444035863ab280c",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\", price_max_age_seconds: int = 259_200) -> dict[str, Any]:\\n\",\"old_string\":\"def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\") -> dict[str, Any]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n@@ -65,7 +65,7 @@\\n warnings.append(item)\\n \\n \\n-def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\") -> dict[str, Any]:\\n+def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\", price_max_age_seconds: int = 259_200) -> dict[str, Any]:\\n \\\"\\\"\\\"Build a renderer-neutral crypto inventory report context from local SQLite data only.\\\"\\\"\\\"\\n holdings = calculate_crypto_holdings(conn)\\n warnings: list[dict[str, str]] = []\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_ZnLfx0YNIJ5IhqnlWuboVFhm"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
"tool_calls": [
{
"id": "call_WY9uZvloeOHg8ZFIOYyEneli",
"call_id": "call_WY9uZvloeOHg8ZFIOYyEneli",
"response_item_id": "fc_002041bba6e51fe5016a06475cfff48191bc471a94176b3383",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" if _is_stale(price_timestamp, max_age_seconds=price_max_age_seconds):\\n\",\"old_string\":\" if _is_stale(price_timestamp):\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\\n@@ -99,7 +99,7 @@\\n price_dec = _d(price[\\\"price\\\"])\\n price_timestamp = price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]\\n provider = price[\\\"provider\\\"]\\n- if _is_stale(price_timestamp):\\n+ if _is_stale(price_timestamp, max_age_seconds=price_max_age_seconds):\\n _add_warning(warnings, code=\\\"stale_price\\\", message=\\\"Lokaler Crypto-Preis ist veraltet.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n latest_price_timestamp = max(filter(None, [latest_price_timestamp, price_timestamp])) if latest_price_timestamp else price_timestamp\\n value = quantity * price_dec if price_dec is not None else None\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_WY9uZvloeOHg8ZFIOYyEneli"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\nfrom jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\nfrom jarvis_finance.quality.git_safety import assert_safe, scan_path\\n\",\"old_string\":\"from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\nfrom jarvis_finance.quality.git_safety import assert_safe, scan_path\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -4,6 +4,7 @@\\n from pathlib import Path\\n \\n from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n+from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n from jarvis_finance.storage.database import connect\\n from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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{
"id": "call_KMxVfYEdR19zIpH6ggTymLCj",
"call_id": "call_KMxVfYEdR19zIpH6ggTymLCj",
"response_item_id": "fc_002041bba6e51fe5016a064767a714819189033f3e7af54506",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" scan = sub.add_parser(\\\"git-safety-scan\\\")\\n scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n args = parser.parse_args(argv)\\n\",\"old_string\":\" scan = sub.add_parser(\\\"git-safety-scan\\\")\\n scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n args = parser.parse_args(argv)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -17,6 +17,9 @@\\n sub.add_parser(\\\"migrate\\\")\\n scan = sub.add_parser(\\\"git-safety-scan\\\")\\n scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n+ prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n+ prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n+ prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n args = parser.parse_args(argv)\\n \\n if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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{
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{
"id": "call_cvnyoP37N7qnFponGMyZRsvj",
"call_id": "call_cvnyoP37N7qnFponGMyZRsvj",
"response_item_id": "fc_002041bba6e51fe5016a06476f31608191a590319cb4f2e5e2",
"type": "function",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" if args.command == \\\"git-safety-scan\\\":\\n findings = scan_path(Path(args.path))\\n if findings:\\n for finding in findings:\\n print(f\\\"{finding.path}: {finding.reason}\\\")\\n return 1\\n assert_safe(Path(args.path))\\n print(\\\"GIT_SAFETY_OK\\\")\\n return 0\\n if args.command == \\\"update-crypto-prices\\\":\\n settings = load_settings()\\n ensure_runtime_dirs(settings)\\n conn = connect(settings.db_path)\\n try:\\n apply_migrations(conn)\\n result = refresh_crypto_prices(\\n conn,\\n provider=CoinGeckoClient(),\\n currency=args.currency,\\n max_age_seconds=args.max_age_seconds,\\n )\\n print(\\n \\\"CRYPTO_PRICE_UPDATE \\\"\\n f\\\"currency={result.currency} total={result.total_assets} success={result.success_count} \\\"\\n f\\\"cached={result.cached_count} skipped={result.skipped_count} \\\"\\n f\\\"warnings={result.warning_count} errors={result.error_count}\\\"\\n )\\n return 1 if result.error_count else 0\\n finally:\\n conn.close()\\n return 2\\n\",\"old_string\":\" if args.command == \\\"git-safety-scan\\\":\\n findings = scan_path(Path(args.path))\\n if findings:\\n for finding in findings:\\n print(f\\\"{finding.path}: {finding.reason}\\\")\\n return 1\\n assert_safe(Path(args.path))\\n print(\\\"GIT_SAFETY_OK\\\")\\n return 0\\n return 2\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}"
}
}
]
},
{
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"content": "{\"output\": \"........................................................................ [ 70%]\\n..............F............... [100%]\\n=================================== FAILURES ===================================\\n________ test_refresh_crypto_prices_stores_decimal_text_and_uses_cache _________\\n\\n def test_refresh_crypto_prices_stores_decimal_text_and_uses_cache() -> None:\\n c = conn(); asset = create_crypto_asset(c, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n provider = MockProvider([PriceQuote('bitcoin','CHF',Decimal('12345.00000001'),provider_timestamp='1700000000')])\\n ids = refresh_crypto_prices(c, provider=provider, currency='CHF')\\n assert ids\\n row = c.execute('SELECT price, typeof(price), quality_status FROM crypto_prices WHERE asset_id=?', (asset,)).fetchone()\\n assert row['price'] == '12345.00000001'\\n assert row['typeof(price)'] == 'text'\\n assert row['quality_status'] == 'fresh'\\n> assert refresh_crypto_prices(c, provider=provider, currency='CHF', max_age_seconds=3600) == []\\nE AssertionError: assert PriceRefreshResult(currency='CHF', total_assets=1, success_count=0, skipped_count=0, cached_count=1, warning_count=0, error_count=0, written_price_ids=[], warnings=[], errors=[]) == []\\nE + where PriceRefreshResult(currency='CHF', total_assets=1, success_count=0, skipped_count=0, cached_count=1, warning_count=0, error_count=0, written_price_ids=[], warnings=[], errors=[]) = refresh_crypto_prices(, provider=, currency='CHF', max_age_seconds=3600)\\n\\ntests/unit/test_market_alerts.py:34: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_market_alerts.py::test_refresh_crypto_prices_stores_decimal_text_and_uses_cache\\n1 failed, 101 passed in 0.99s\", \"exit_code\": 1, \"error\": null}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|from jarvis_finance.crypto.assets import create_crypto_asset\\n 6|from jarvis_finance.market.providers import PriceQuote, refresh_crypto_prices\\n 7|from jarvis_finance.quality.alerts import create_alert, mute_alert, resolve_alert\\n 8|from jarvis_finance.storage.database import connect_memory\\n 9|from jarvis_finance.storage.migrations import apply_migrations\\n 10|\\n 11|\\n 12|class MockProvider:\\n 13| def __init__(self, quotes):\\n 14| self.quotes = list(quotes)\\n 15| self.calls = 0\\n 16| def get_crypto_price(self, coingecko_id: str, currency: str = 'CHF') -> PriceQuote:\\n 17| self.calls += 1\\n 18| return self.quotes.pop(0)\\n 19|\\n 20|\\n 21|def conn():\\n 22| c = connect_memory(); apply_migrations(c); return c\\n 23|\\n 24|\\n 25|def test_refresh_crypto_prices_stores_decimal_text_and_uses_cache() -> None:\\n 26| c = conn(); asset = create_crypto_asset(c, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n 27| provider = MockProvider([PriceQuote('bitcoin','CHF',Decimal('12345.00000001'),provider_timestamp='1700000000')])\\n 28| ids = refresh_crypto_prices(c, provider=provider, currency='CHF')\\n 29| assert ids\\n 30| row = c.execute('SELECT price, typeof(price), quality_status FROM crypto_prices WHERE asset_id=?', (asset,)).fetchone()\\n 31| assert row['price'] == '12345.00000001'\\n 32| assert row['typeof(price)'] == 'text'\\n 33| assert row['quality_status'] == 'fresh'\\n 34| assert refresh_crypto_prices(c, provider=provider, currency='CHF', max_age_seconds=3600) == []\\n 35| assert provider.calls == 1\\n 36|\\n 37|\\n 38|def test_refresh_crypto_prices_warns_missing_coingecko_and_missing_price_dedupes() -> None:\\n 39| c = conn(); missing = create_crypto_asset(c, coin_name='Synthetic Mystery', symbol='MYS')\\n 40| asset = create_crypto_asset(c, coin_name='Synthetic Ether', symbol='ETH', coingecko_id='ethereum')\\n 41| provider = MockProvider([PriceQuote('ethereum','CHF',None,quality_status='missing',error_message='no price')])\\n 42| refresh_crypto_prices(c, provider=provider, currency='CHF', max_age_seconds=0)\\n 43| refresh_crypto_prices(c, provider=MockProvider([PriceQuote('ethereum','CHF',None,quality_status='missing',error_message='no price')]), currency='CHF', max_age_seconds=0)\\n 44| assert c.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_coingecko_id' AND entity_id=?\\\", (missing,)).fetchone()['c'] == 1\\n 45| row = c.execute(\\\"SELECT COUNT(*) AS c, MAX(occurrence_count) AS occ FROM alerts WHERE rule_id='crypto_price_missing' AND entity_id=?\\\", (asset,)).fetchone()\\n 46| assert row['c'] == 1\\n 47| assert row['occ'] >= 2\\n 48|\\n 49|\\n 50|def test_alert_lifecycle_dedupes_resolved_and_muted_but_allows_new_fingerprint() -> None:\\n 51| c = conn()\\n 52| a1 = create_alert(c, priority='kritisch', category='fx', entity_type='transaction', entity_id='t1', rule_id='missing_fx', message='missing fx', evidence={'currency':'USD','date':'2026-01-01'})\\n 53| a2 = create_alert(c, priority='kritisch', category='fx', entity_type='transaction', entity_id='t1', rule_id='missing_fx', message='missing fx', evidence={'currency':'USD','date':'2026-01-01'})\\n 54| assert a1 == a2\\n 55| resolve_alert(c, a1)\\n 56| assert create_alert(c, priority='kritisch', category='fx', entity_type='transaction', entity_id='t1', rule_id='missing_fx', message='missing fx', evidence={'currency':'USD','date':'2026-01-01'}) == a1\\n 57| mute_alert(c, a1, muted_until='2099-01-01T00:00:00Z')\\n 58| assert create_alert(c, priority='kritisch', category='fx', entity_type='transaction', entity_id='t1', rule_id='missing_fx', message='missing fx', evidence={'currency':'USD','date':'2026-01-01'}) == a1\\n 59| a3 = create_alert(c, priority='kritisch', category='fx', entity_type='transaction', entity_id='t1', rule_id='missing_fx', message='missing fx', evidence={'currency':'EUR','date':'2026-01-01'})\\n 60| assert a3 != a1\\n 61|\", \"total_lines\": 60, \"file_size\": 3766, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" cached = refresh_crypto_prices(c, provider=provider, currency='CHF', max_age_seconds=3600)\\n assert cached.written_price_ids == []\\n assert cached.cached_count == 1\\n\",\"old_string\":\" assert refresh_crypto_prices(c, provider=provider, currency='CHF', max_age_seconds=3600) == []\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_market_alerts.py\"}"
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"arguments": "{\"command\":\"set -euo pipefail\\ncd /home/agent/.hermes/repos/FinanceManager\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\nPYTHONPATH=src python -m jarvis_finance.cli.main update-crypto-prices --currency CHF --max-age-seconds 0\\nPYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_report_context\\nfrom jarvis_finance.dashboard import data\\ns=load_settings(repo_root=find_repo_root())\\nconn=connect(s.db_path)\\ntry:\\n assets_with_prices=conn.execute(\\\"SELECT COUNT(DISTINCT asset_id) AS c FROM crypto_prices WHERE price_currency='CHF' AND quality_status='fresh' AND COALESCE(price,'')!=''\\\").fetchone()['c']\\n latest_rows=conn.execute(\\\"SELECT quality_status, COUNT(*) AS c FROM (SELECT cp.* FROM crypto_prices cp JOIN (SELECT asset_id, MAX(fetched_at) AS max_fetched FROM crypto_prices WHERE price_currency='CHF' GROUP BY asset_id) latest ON latest.asset_id=cp.asset_id AND latest.max_fetched=cp.fetched_at) GROUP BY quality_status\\\").fetchall()\\n ctx=build_crypto_report_context(conn)\\n overview=data.get_crypto_overview(conn)\\n print('runtime_assets_with_fresh_chf_price=' + str(assets_with_prices))\\n print('runtime_latest_price_statuses=' + ','.join(f\\\"{r['quality_status']}:{r['c']}\\\" for r in latest_rows))\\n print('dashboard_rows_with_local_price=' + str(sum(1 for r in overview if r.get('latest_price_chf'))))\\n print('report_rows_with_local_price=' + str(sum(1 for r in ctx['coins'] if r.get('price_chf'))))\\n print('report_warning_count=' + str(len(ctx['data_quality_warnings'])))\\n print('report_has_live_api_calls=' + str(ctx['metadata']['live_api_calls']))\\nfinally:\\n conn.close()\\nPY\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short --branch\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"content": "Erledigt, Sir.\n\n## Ergebnis — Crypto Price Update MVP\n\n- Preisupdate implementiert: **ja**\n- CLI-Befehl: \n ```bash\n finance update-crypto-prices\n ```\n bzw. direkt:\n ```bash\n PYTHONPATH=src python -m jarvis_finance.cli.main update-crypto-prices --currency CHF --max-age-seconds 3600\n ```\n\n- Produktiver Preisupdate ausgeführt: **ja**\n- Anzahl Assets mit Preis aktualisiert: **6**\n- Anzahl Assets übersprungen: **0**\n- Anzahl Fehler: **0**\n- Anzahl Warnings: **14**\n- Grund der Warnings: Provider-/Rate-Limit-nahe Antworten wurden sauber als nicht-fresh/stale behandelt; kein Crash, keine Live-Dashboard-Abhängigkeit.\n- Dashboard nutzt lokale Preise: **ja**\n- Report Context nutzt lokale Preise: **ja**\n- Reports/Dashboard machen beim Rendern Live-API-Calls: **nein**\n- Echte Mengen/Werte im Chat ausgegeben: **nein**\n- Echte Daten ins Git-Repository geschrieben: **nein**\n\n## Implementiert\n\n### 1. CLI Command\n\nNeu:\n\n```bash\nfinance update-crypto-prices\n```\n\nOptionen:\n\n```bash\n--currency CHF\n--max-age-seconds 3600\n```\n\nDer Command:\n\n- lädt aktive Crypto Assets aus der Runtime-DB\n- nutzt nur Assets mit CoinGecko-ID für API-Abfragen\n- ruft Preise über Provider-Schicht ab\n- speichert lokale Preise in `crypto_prices`\n- speichert:\n - `asset_id`\n - `coingecko_id`\n - `price_currency`\n - `price`\n - `provider`\n - `provider_timestamp`\n - `fetched_at`\n - `quality_status`\n - `error_message`\n- gibt nur aggregierte Summary aus:\n - total\n - success\n - cached\n - skipped\n - warnings\n - errors\n\nKeine Mengen, keine Werte. Ganz ohne das übliche „hier sind versehentlich Ihre Bankdaten im Log“, wie zivilisierte Software.\n\n### 2. Provider-Schicht / CoinGecko\n\nErweitert in:\n\n```text\nsrc/jarvis_finance/market/providers.py\n```\n\nEnthält jetzt:\n\n- `CoinGeckoClient`\n- `PriceQuote`\n- `PriceRefreshResult`\n- `refresh_crypto_prices`\n- `store_crypto_price`\n- `latest_crypto_price_row`\n- `is_price_stale`\n\nVerhalten:\n\n- CoinGecko-Aufruf über Provider-Schicht\n- 429 Backoff vorhanden\n- max retries vorhanden\n- Preiswerte via `Decimal(str(value))`\n- lokale Speicherung als Text\n- kein Float-Pfad im Speichern\n- 429 nach Retry wird als `stale`/Warning behandelt\n- Fehler pro Coin werden gesammelt, nicht global fatalisiert\n\n### 3. Cache-/Staleness-Logik\n\nImplementiert:\n\n- `max_age_seconds`\n- frischer lokaler Preis verhindert erneuten Abruf\n- alte Preise werden als `stale` markiert\n- fehlende Preise erzeugen Data-Quality-Warnings\n- fehlende CoinGecko-ID wird als Warning/Skip behandelt\n- Alert-Dedupe bleibt erhalten\n\n### 4. Dashboard-Integration\n\nErweitert:\n\n```text\nsrc/jarvis_finance/dashboard/data.py\nsrc/jarvis_finance/dashboard/pages/page_00_command_center.py\n```\n\nDashboard liest:\n\n- lokale Preise aus `crypto_prices`\n- Crypto-Gesamtwert in CHF aus lokaler DB\n- Coin-Wert CHF je Coin\n- Wallet-Wert CHF je Wallet\n- Price Quality\n- Price fetched timestamp\n- Missing/Stale Price Hinweise\n\nWichtig:\n\n- keine Live-API beim Rendern\n- Command Center zeigt lokalen Crypto-Preis-Datenstand\n\n### 5. Report-Integration\n\nErweitert/geprüft:\n\n```text\nsrc/jarvis_finance/reports/crypto_inventory.py\n```\n\nReport Context:\n\n- liest lokale Preise aus `crypto_prices`\n- nutzt `price_max_age_seconds`\n- markiert stale/missing prices\n- verbessert Data-Quality-Status, wenn lokale Preise vorhanden sind\n- `metadata.live_api_calls = False`\n- Report-Export bleibt auf Runtime-Reports-Ordner beschränkt\n\n## Tests\n\nNeu/erweitert:\n\n```text\ntests/unit/test_crypto_price_update.py\ntests/unit/test_market_alerts.py\n```\n\nAbgedeckt:\n\n- CLI-Command lädt aktive Crypto Assets\n- Mock-Provider speichert CHF-Preise\n- fehlende CoinGecko-ID wird übersprungen/warnt\n- 429 Backoff wird genutzt\n- frischer Cache verhindert erneuten Abruf\n- stale Preis wird erkannt\n- Dashboard liest lokale Preise ohne API-Call\n- Crypto-Report nutzt lokale Preise\n- Alert-Dedupe bleibt sauber\n\nTestlauf:\n\n```text\n102 passed\n```\n\n## Qualität / Safety\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 --short --branch\n```\n\nErgebnis:\n\n- Compile: **OK**\n- Tests: **102 passed**\n- Git-Safety vor Commit: **GIT_SAFETY_OK**\n- Git-Safety nach Runtime-Lauf: **GIT_SAFETY_OK**\n- Git Status final: **clean / synchron mit origin/main**\n\n## Commit & Push\n\n- Commit: `3aa67d8`\n- Message:\n ```text\n feat: add crypto price refresh command\n ```\n- Push-Status: **erfolgreich**\n- Local HEAD: `3aa67d8`\n- Remote HEAD: `3aa67d8`\n\n## Produktiver Runtime-Lauf — aggregiert\n\nAusgeführt gegen produktive Runtime-DB:\n\n```bash\nPYTHONPATH=src python -m jarvis_finance.cli.main update-crypto-prices --currency CHF --max-age-seconds 0\n```\n\nAggregiertes Ergebnis:\n\n- Total aktive Crypto Assets: **20**\n- Erfolgreich aktualisiert: **6**\n- Cached: **0**\n- Skipped: **0**\n- Warnings: **14**\n- Errors: **0**\n- Assets mit frischem CHF-Preis lokal: **6**\n- Dashboard-Zeilen mit lokalem Preis: **6**\n- Report Context nutzt lokale Preise: **ja**\n- Report Context Live API Calls: **nein**\n\n## Offene Risiken\n\n- CoinGecko Free/API Rate Limits haben beim produktiven Lauf offenbar nicht alle Assets frisch geliefert. Das System behandelt das jetzt sauber als Warning/Stale statt als Fatal Error.\n- Für den nächsten Schritt wäre sinnvoll:\n - optional Batch-Request für mehrere CoinGecko-IDs pro Call\n - längerer Backoff / konservativeres Throttling\n - optional `--limit` oder `--only-symbol`\n - Preisupdate-Cron später, aber erst nach Report-Prüfung\n\nDamit ist der nächste Schritt vorbereitet: **echten Crypto-Report mit aktuellen lokalen Preisen erzeugen und prüfen**, ohne Live-API im Report oder Dashboard.",
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"text": "Erledigt, Sir.\n\n## Ergebnis — Crypto Price Update MVP\n\n- Preisupdate implementiert: **ja**\n- CLI-Befehl: \n ```bash\n finance update-crypto-prices\n ```\n bzw. direkt:\n ```bash\n PYTHONPATH=src python -m jarvis_finance.cli.main update-crypto-prices --currency CHF --max-age-seconds 3600\n ```\n\n- Produktiver Preisupdate ausgeführt: **ja**\n- Anzahl Assets mit Preis aktualisiert: **6**\n- Anzahl Assets übersprungen: **0**\n- Anzahl Fehler: **0**\n- Anzahl Warnings: **14**\n- Grund der Warnings: Provider-/Rate-Limit-nahe Antworten wurden sauber als nicht-fresh/stale behandelt; kein Crash, keine Live-Dashboard-Abhängigkeit.\n- Dashboard nutzt lokale Preise: **ja**\n- Report Context nutzt lokale Preise: **ja**\n- Reports/Dashboard machen beim Rendern Live-API-Calls: **nein**\n- Echte Mengen/Werte im Chat ausgegeben: **nein**\n- Echte Daten ins Git-Repository geschrieben: **nein**\n\n## Implementiert\n\n### 1. CLI Command\n\nNeu:\n\n```bash\nfinance update-crypto-prices\n```\n\nOptionen:\n\n```bash\n--currency CHF\n--max-age-seconds 3600\n```\n\nDer Command:\n\n- lädt aktive Crypto Assets aus der Runtime-DB\n- nutzt nur Assets mit CoinGecko-ID für API-Abfragen\n- ruft Preise über Provider-Schicht ab\n- speichert lokale Preise in `crypto_prices`\n- speichert:\n - `asset_id`\n - `coingecko_id`\n - `price_currency`\n - `price`\n - `provider`\n - `provider_timestamp`\n - `fetched_at`\n - `quality_status`\n - `error_message`\n- gibt nur aggregierte Summary aus:\n - total\n - success\n - cached\n - skipped\n - warnings\n - errors\n\nKeine Mengen, keine Werte. Ganz ohne das übliche „hier sind versehentlich Ihre Bankdaten im Log“, wie zivilisierte Software.\n\n### 2. Provider-Schicht / CoinGecko\n\nErweitert in:\n\n```text\nsrc/jarvis_finance/market/providers.py\n```\n\nEnthält jetzt:\n\n- `CoinGeckoClient`\n- `PriceQuote`\n- `PriceRefreshResult`\n- `refresh_crypto_prices`\n- `store_crypto_price`\n- `latest_crypto_price_row`\n- `is_price_stale`\n\nVerhalten:\n\n- CoinGecko-Aufruf über Provider-Schicht\n- 429 Backoff vorhanden\n- max retries vorhanden\n- Preiswerte via `Decimal(str(value))`\n- lokale Speicherung als Text\n- kein Float-Pfad im Speichern\n- 429 nach Retry wird als `stale`/Warning behandelt\n- Fehler pro Coin werden gesammelt, nicht global fatalisiert\n\n### 3. Cache-/Staleness-Logik\n\nImplementiert:\n\n- `max_age_seconds`\n- frischer lokaler Preis verhindert erneuten Abruf\n- alte Preise werden als `stale` markiert\n- fehlende Preise erzeugen Data-Quality-Warnings\n- fehlende CoinGecko-ID wird als Warning/Skip behandelt\n- Alert-Dedupe bleibt erhalten\n\n### 4. Dashboard-Integration\n\nErweitert:\n\n```text\nsrc/jarvis_finance/dashboard/data.py\nsrc/jarvis_finance/dashboard/pages/page_00_command_center.py\n```\n\nDashboard liest:\n\n- lokale Preise aus `crypto_prices`\n- Crypto-Gesamtwert in CHF aus lokaler DB\n- Coin-Wert CHF je Coin\n- Wallet-Wert CHF je Wallet\n- Price Quality\n- Price fetched timestamp\n- Missing/Stale Price Hinweise\n\nWichtig:\n\n- keine Live-API beim Rendern\n- Command Center zeigt lokalen Crypto-Preis-Datenstand\n\n### 5. Report-Integration\n\nErweitert/geprüft:\n\n```text\nsrc/jarvis_finance/reports/crypto_inventory.py\n```\n\nReport Context:\n\n- liest lokale Preise aus `crypto_prices`\n- nutzt `price_max_age_seconds`\n- markiert stale/missing prices\n- verbessert Data-Quality-Status, wenn lokale Preise vorhanden sind\n- `metadata.live_api_calls = False`\n- Report-Export bleibt auf Runtime-Reports-Ordner beschränkt\n\n## Tests\n\nNeu/erweitert:\n\n```text\ntests/unit/test_crypto_price_update.py\ntests/unit/test_market_alerts.py\n```\n\nAbgedeckt:\n\n- CLI-Command lädt aktive Crypto Assets\n- Mock-Provider speichert CHF-Preise\n- fehlende CoinGecko-ID wird übersprungen/warnt\n- 429 Backoff wird genutzt\n- frischer Cache verhindert erneuten Abruf\n- stale Preis wird erkannt\n- Dashboard liest lokale Preise ohne API-Call\n- Crypto-Report nutzt lokale Preise\n- Alert-Dedupe bleibt sauber\n\nTestlauf:\n\n```text\n102 passed\n```\n\n## Qualität / Safety\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 --short --branch\n```\n\nErgebnis:\n\n- Compile: **OK**\n- Tests: **102 passed**\n- Git-Safety vor Commit: **GIT_SAFETY_OK**\n- Git-Safety nach Runtime-Lauf: **GIT_SAFETY_OK**\n- Git Status final: **clean / synchron mit origin/main**\n\n## Commit & Push\n\n- Commit: `3aa67d8`\n- Message:\n ```text\n feat: add crypto price refresh command\n ```\n- Push-Status: **erfolgreich**\n- Local HEAD: `3aa67d8`\n- Remote HEAD: `3aa67d8`\n\n## Produktiver Runtime-Lauf — aggregiert\n\nAusgeführt gegen produktive Runtime-DB:\n\n```bash\nPYTHONPATH=src python -m jarvis_finance.cli.main update-crypto-prices --currency CHF --max-age-seconds 0\n```\n\nAggregiertes Ergebnis:\n\n- Total aktive Crypto Assets: **20**\n- Erfolgreich aktualisiert: **6**\n- Cached: **0**\n- Skipped: **0**\n- Warnings: **14**\n- Errors: **0**\n- Assets mit frischem CHF-Preis lokal: **6**\n- Dashboard-Zeilen mit lokalem Preis: **6**\n- Report Context nutzt lokale Preise: **ja**\n- Report Context Live API Calls: **nein**\n\n## Offene Risiken\n\n- CoinGecko Free/API Rate Limits haben beim produktiven Lauf offenbar nicht alle Assets frisch geliefert. Das System behandelt das jetzt sauber als Warning/Stale statt als Fatal Error.\n- Für den nächsten Schritt wäre sinnvoll:\n - optional Batch-Request für mehrere CoinGecko-IDs pro Call\n - längerer Backoff / konservativeres Throttling\n - optional `--limit` oder `--only-symbol`\n - Preisupdate-Cron später, aber erst nach Report-Prüfung\n\nDamit ist der nächste Schritt vorbereitet: **echten Crypto-Report mit aktuellen lokalen Preisen erzeugen und prüfen**, ohne Live-API im Report oder Dashboard."
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