{
"session_id": "20260515_160912_ab9434",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-15T09:42:16.586070",
"last_updated": "2026-05-15T16:56:30.461495",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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) [95% — 1,313/1,375 chars]\n══════════════════════════════════════════════\n**Notes:** Mein Herr. Loyaler Partner.\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§\nFinance-system work preference: controlled phased execution with explicit safety gates; no mass imports without approval; aggregate-only reporting, never real financial quantities/values/balances/raw rows.\n\nConversation started: Friday, May 15, 2026 04:09 PM\nModel: gpt-5.5\nProvider: openai-codex",
"tools": [
{
"type": "function",
"function": {
"name": "browser_back",
"description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_click",
"description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
}
},
"required": [
"ref"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_console",
"description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
"parameters": {
"type": "object",
"properties": {
"clear": {
"type": "boolean",
"default": false,
"description": "If true, clear the message buffers after reading"
},
"expression": {
"type": "string",
"description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_get_images",
"description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_navigate",
"description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
"parameters": {
"type": "object",
"properties": {
"url": {
"type": "string",
"description": "The URL to navigate to (e.g., 'https://example.com')"
}
},
"required": [
"url"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_press",
"description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
}
},
"required": [
"key"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_scroll",
"description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"direction": {
"type": "string",
"enum": [
"up",
"down"
],
"description": "Direction to scroll"
}
},
"required": [
"direction"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_snapshot",
"description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
"parameters": {
"type": "object",
"properties": {
"full": {
"type": "boolean",
"description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_type",
"description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e3')"
},
"text": {
"type": "string",
"description": "The text to type into the field"
}
},
"required": [
"ref",
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_vision",
"description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA: in your response. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "What you want to know about the page visually. Be specific about what you're looking for."
},
"annotate": {
"type": "boolean",
"default": false,
"description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "clarify",
"description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "The question to present to the user."
},
"choices": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 4,
"description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "cronjob",
"description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"description": "One of: create, list, update, pause, resume, remove, run"
},
"job_id": {
"type": "string",
"description": "Required for update/pause/resume/remove/run"
},
"prompt": {
"type": "string",
"description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
},
"schedule": {
"type": "string",
"description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
},
"name": {
"type": "string",
"description": "Optional human-friendly name"
},
"repeat": {
"type": "integer",
"description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
},
"deliver": {
"type": "string",
"description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
},
"skills": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
},
"model": {
"type": "object",
"description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
"properties": {
"provider": {
"type": "string",
"description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:' for a provider defined in custom_providers config — always include the ':' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
},
"model": {
"type": "string",
"description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
}
},
"required": [
"model"
]
},
"script": {
"type": "string",
"description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
},
"no_agent": {
"type": "boolean",
"default": false,
"description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
},
"context_from": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
},
"enabled_toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
},
"workdir": {
"type": "string",
"description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "delegate_task",
"description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
"parameters": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
},
"context": {
"type": "string",
"description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'vision', 'web', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
},
"tasks": {
"type": "array",
"items": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "Task goal"
},
"context": {
"type": "string",
"description": "Task-specific context"
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'vision', 'web', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
},
"acp_command": {
"type": "string",
"description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Per-task ACP args override. Leave empty unless acp_command is set."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Per-task role override. See top-level 'role' for semantics."
}
},
"required": [
"goal"
]
},
"description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
},
"acp_command": {
"type": "string",
"description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "execute_code",
"description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n write_file(path: str, content: str) -> dict\n Always overwrites the entire file.\n search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n Replaces old_string with new_string in the file.\n terminal(command: str, timeout=None, workdir=None) -> dict\n Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
"parameters": {
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
}
},
"required": [
"code"
]
}
}
},
{
"type": "function",
"function": {
"name": "image_generate",
"description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown  and the gateway will deliver it.",
"parameters": {
"type": "object",
"properties": {
"prompt": {
"type": "string",
"description": "The text prompt describing the desired image. Be detailed and descriptive."
},
"aspect_ratio": {
"type": "string",
"enum": [
"landscape",
"square",
"portrait"
],
"description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
"default": "landscape"
}
},
"required": [
"prompt"
]
}
}
},
{
"type": "function",
"function": {
"name": "memory",
"description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"add",
"replace",
"remove"
],
"description": "The action to perform."
},
"target": {
"type": "string",
"enum": [
"memory",
"user"
],
"description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
},
"content": {
"type": "string",
"description": "The entry content. Required for 'add' and 'replace'."
},
"old_text": {
"type": "string",
"description": "Short unique substring identifying the entry to replace or remove."
}
},
"required": [
"action",
"target"
]
}
}
},
{
"type": "function",
"function": {
"name": "patch",
"description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
"parameters": {
"type": "object",
"properties": {
"mode": {
"type": "string",
"enum": [
"replace",
"patch"
],
"description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
"default": "replace"
},
"path": {
"type": "string",
"description": "REQUIRED when mode='replace'. File path to edit."
},
"old_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "Replace all occurrences instead of requiring a unique match (default: false)",
"default": false
},
"patch": {
"type": "string",
"description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
}
},
"required": [
"mode"
]
}
}
},
{
"type": "function",
"function": {
"name": "process",
"description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"list",
"poll",
"log",
"wait",
"kill",
"write",
"submit",
"close"
],
"description": "Action to perform on background processes"
},
"session_id": {
"type": "string",
"description": "Process session ID (from terminal background output). Required for all actions except 'list'."
},
"data": {
"type": "string",
"description": "Text to send to process stdin (for 'write' and 'submit' actions)"
},
"timeout": {
"type": "integer",
"description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
"minimum": 1
},
"offset": {
"type": "integer",
"description": "Line offset for 'log' action (default: last 200 lines)"
},
"limit": {
"type": "integer",
"description": "Max lines to return for 'log' action",
"minimum": 1
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "read_file",
"description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to read (absolute, relative, or ~/path)"
},
"offset": {
"type": "integer",
"description": "Line number to start reading from (1-indexed, default: 1)",
"default": 1,
"minimum": 1
},
"limit": {
"type": "integer",
"description": "Maximum number of lines to read (default: 500, max: 2000)",
"default": 500,
"maximum": 2000
}
},
"required": [
"path"
]
}
}
},
{
"type": "function",
"function": {
"name": "search_files",
"description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
"parameters": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
},
"target": {
"type": "string",
"enum": [
"content",
"files"
],
"description": "'content' searches inside file contents, 'files' searches for files by name",
"default": "content"
},
"path": {
"type": "string",
"description": "Directory or file to search in (default: current working directory)",
"default": "."
},
"file_glob": {
"type": "string",
"description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
},
"limit": {
"type": "integer",
"description": "Maximum number of results to return (default: 50)",
"default": 50
},
"offset": {
"type": "integer",
"description": "Skip first N results for pagination (default: 0)",
"default": 0
},
"output_mode": {
"type": "string",
"enum": [
"content",
"files_only",
"count"
],
"description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
"default": "content"
},
"context": {
"type": "integer",
"description": "Number of context lines before and after each match (grep mode only)",
"default": 0
}
},
"required": [
"pattern"
]
}
}
},
{
"type": "function",
"function": {
"name": "send_message",
"description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"send",
"list"
],
"description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
},
"target": {
"type": "string",
"description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:' (DM), 'yuanbao:group:' (group chat)"
},
"message": {
"type": "string",
"description": "The message text to send. To send an image or file, include MEDIA: (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "session_search",
"description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
},
"role_filter": {
"type": "string",
"description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
},
"limit": {
"type": "integer",
"description": "Max sessions to summarize (default: 3, max: 5).",
"default": 3
}
}
}
}
},
{
"type": "function",
"function": {
"name": "skill_manage",
"description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin `. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"create",
"patch",
"edit",
"delete",
"write_file",
"remove_file"
],
"description": "The action to perform."
},
"name": {
"type": "string",
"description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
},
"content": {
"type": "string",
"description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
},
"old_string": {
"type": "string",
"description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
},
"category": {
"type": "string",
"description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
},
"file_path": {
"type": "string",
"description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
},
"file_content": {
"type": "string",
"description": "Content for the file. Required for 'write_file'."
},
"absorbed_into": {
"type": "string",
"description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
}
},
"required": [
"action",
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skill_view",
"description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
"parameters": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
},
"file_path": {
"type": "string",
"description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
}
},
"required": [
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skills_list",
"description": "List available skills (name + description). Use skill_view(name) to load full content.",
"parameters": {
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Optional category filter to narrow results"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "terminal",
"description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n (1) Long-lived processes that never exit (servers, watchers).\n (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n",
"parameters": {
"type": "object",
"properties": {
"command": {
"type": "string",
"description": "The command to execute on the VM"
},
"background": {
"type": "boolean",
"description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.",
"default": false
},
"timeout": {
"type": "integer",
"description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.",
"minimum": 1
},
"workdir": {
"type": "string",
"description": "Working directory for this command (absolute path). Defaults to the session working directory."
},
"pty": {
"type": "boolean",
"description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.",
"default": false
},
"notify_on_complete": {
"type": "boolean",
"description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.",
"default": false
},
"watch_patterns": {
"type": "array",
"items": {
"type": "string"
},
"description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both."
}
},
"required": [
"command"
]
}
}
},
{
"type": "function",
"function": {
"name": "text_to_speech",
"description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.), not model-selected.",
"parameters": {
"type": "object",
"properties": {
"text": {
"type": "string",
"description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
},
"output_path": {
"type": "string",
"description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/.mp3"
}
},
"required": [
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "todo",
"description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
"parameters": {
"type": "object",
"properties": {
"todos": {
"type": "array",
"description": "Task items to write. Omit to read current list.",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Unique item identifier"
},
"content": {
"type": "string",
"description": "Task description"
},
"status": {
"type": "string",
"enum": [
"pending",
"in_progress",
"completed",
"cancelled"
],
"description": "Current status"
}
},
"required": [
"id",
"content",
"status"
]
}
},
"merge": {
"type": "boolean",
"description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "vision_analyze",
"description": "Load an image into the conversation so you can see it. Accepts a URL, local file path, or data URL. When your active model has native vision, the image is attached to your context directly and you read the pixels yourself on the next turn — call this any time the user references an image (filepath in their message, URL in tool output, screenshot from the browser, etc.). For non-vision models, falls back to an auxiliary vision model that returns a text description.",
"parameters": {
"type": "object",
"properties": {
"image_url": {
"type": "string",
"description": "Image URL (http/https), local file path, or data: URL to load."
},
"question": {
"type": "string",
"description": "Your specific question or request about the image. Optional context the model uses on the next turn after seeing the image."
}
},
"required": [
"image_url",
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "write_file",
"description": "Write content to a file, completely replacing existing content. Use this instead of echo/cat heredoc in terminal. Creates parent directories automatically. OVERWRITES the entire file — use 'patch' for targeted edits. Auto-runs syntax checks on .py/.json/.yaml/.toml and other linted languages; only NEW errors introduced by this write are surfaced (pre-existing errors are filtered out).",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to write (will be created if it doesn't exist, overwritten if it does)"
},
"content": {
"type": "string",
"description": "Complete content to write to the file"
}
},
"required": [
"path",
"content"
]
}
}
}
],
"message_count": 230,
"messages": [
{
"role": "user",
"content": "[M G] Danke. Der Crypto Price Update MVP ist akzeptiert.\n\nDie Umsetzung ist grundsätzlich sinnvoll:\n\n* lokaler Preis-Cache\n* kein Live-API-Call im Dashboard/Report\n* 429-Handling\n* Git-Safety sauber\n* Tests grün\n* Runtime-Daten außerhalb Git\n\nAllerdings bist du vom vorher vereinbarten Ablauf abgewichen. Das ist in diesem Fall nicht schlimm, weil der Preisupdate-Block nützlich ist. Bitte jetzt aber wieder kontrolliert auf die nächsten Prioritäten einschwenken.\n\nAktueller Stand:\n\n* Commit 3aa67d8 ist akzeptiert.\n* Preisupdate funktioniert technisch.\n* Aber nur 6 von 20 aktiven Crypto Assets hatten frische CHF-Preise.\n* 14 Assets hatten Warnings/Stale/Provider-Limit-Themen.\n* BTC-Test wurde noch nicht abgeschlossen.\n* Equity/ETF Manage UI wurde noch nicht begonnen.\n\nBitte jetzt wie folgt weiterfahren:\n\n## Teil 1: Crypto Price Update robuster machen\n\nBitte verbessere zuerst den Preisupdate-Mechanismus, bevor wir echte Reports mit Preisen ernsthaft nutzen.\n\nZiel:\nMöglichst alle vorhandenen Crypto Assets mit CoinGecko-ID sollen lokale CHF-Preise erhalten, ohne Dashboard-Live-API und ohne Rate-Limit-Crash.\n\nBitte implementiere:\n\n1. Batch-Abfrage prüfen/umsetzen\n\n* Wenn CoinGecko mehrere IDs in einem Request unterstützt, bitte nutzen.\n* Dadurch weniger API-Calls.\n* Kein Abruf pro Coin, falls Batch möglich ist.\n\n2. Konservatives Throttling\n\n* Pause zwischen Requests\n* konfigurierbar:\n\n * --sleep-seconds\n * --max-retries\n * --initial-backoff\n * --max-backoff\n\n3. CLI-Optionen ergänzen\n Bitte vorbereiten/implementieren:\n\n* --only-missing\n* --only-stale\n* --only-symbol SYMBOL\n* --limit N\n* --dry-run\n* --currency CHF\n\n4. Bessere Summary\n Bitte nach Update nur aggregiert ausgeben:\n\n* total assets\n* updated\n* cached\n* skipped\n* stale\n* warnings\n* errors\n* assets still missing local price\n* keine echten Mengen/Werte\n\n5. Data Quality\n\n* Für Assets ohne frischen Preis Data-Quality-Alert erzeugen oder aktualisieren.\n* Alert-Dedupe respektieren.\n* Keine Alert-Flut.\n\n6. Tests\n Bitte Tests ergänzen für:\n\n* Batch-Request\n* --only-missing\n* --only-stale\n* --only-symbol\n* --limit\n* --dry-run\n* Rate-Limit mit Backoff\n* Alert-Dedupe bei fehlenden Preisen\n\nDanach bitte produktiv gegen Runtime-DB nochmals ausführen, aber vorsichtig und ohne echte Werte im Chat.\n\nBitte berichten:\n\n* Anzahl Assets total\n* Anzahl Assets mit frischem CHF-Preis\n* Anzahl weiterhin ohne frischen Preis\n* Anzahl Warnings/Errors\n* keine Preise/Werte/Mengen ausgeben\n\n## Teil 2: BTC-Test nachholen\n\nDanach bitte den BTC-Test wie zuletzt entschieden nachholen:\n\nOption A:\nBTC mit allen BTC-Wallet-Holdings aus Excel importieren.\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* Mengen exakt als Decimal/Text übernehmen\n* Keine Float-Konvertierung\n* Keine echten Mengen/Werte im Chat\n* Keine anderen Coins importieren\n* Audit-Log Pflicht\n* Keine doppelte Holding für asset_id + wallet_id\n* Legacy-CHF-Werte ignorieren\n* Git-Safety vor/nachher prüfen\n\nBericht 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\n## Teil 3: Danach Equity/ETF Manage UI\n\nErst wenn Teil 1 und Teil 2 sauber sind, bitte mit der Equity/ETF Manage UI beginnen.\n\nZiel:\nAktien und ETFs aus PostFinance, True Wealth und Raiffeisen später im Dashboard erfassen, korrigieren und als Initial Snapshot übernehmen können — auditierbar und ohne stilles Überschreiben.\n\nGrundlogik:\n\n* Für Aktien/ETFs ist ISIN die primäre Identifikation.\n* Ticker und Exchange sind Zusatzinformationen.\n* Positionen werden über initial_position_snapshot, buy, sell, dividend, fee oder manual_adjustment abgebildet.\n* Jede Änderung braucht\nAudit-Log.\n* Fremdwährungen USD/EUR brauchen FX-Kurs und CHF-Gegenwert.\n* Keine Scheingenauigkeit, wenn Kaufhistorie, Gebühren oder historische FX fehlen.\n* Erst mit synthetischen Daten und Dummy-Depots bauen.\n* Keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren.\n\nBitte vormerken für die Equity/ETF Manage UI:\n\n* Aktie/ETF als Initial Snapshot hinzufügen\n* Buy\n* Partial Sell\n* Full Sell\n* Dividend\n* ETF Distribution\n* Fee\n* Manual Adjustment\n* ISIN Pflicht oder stark empfohlen\n* ISIN/Ticker dürfen nicht beide leer sein\n* Währung Pflicht\n* Depot/Konto Pflicht\n* FX bei Fremdwährung\n* Audit-Log Pflicht\n* Notiz Pflicht bei manual_adjustment oder unvollständiger Historie\n\n## Weitere Funktionsmodule bitte vormerken, aber noch nicht bauen\n\nBitte für später als Backlog vormerken:\n\n1. Portfolio Health Seite\n\n* Gesamtwert CHF\n* Assetklassen\n* Plattformen\n* Datenqualität\n* Cashquote\n* fehlende Preise/FX\n\n2. Reconciliation / Abgleich-Seite\n\n* Dashboard-Bestand vs. letzter Snapshot\n* manuelle Prüfung „Bestand geprüft am Datum X“\n* Differenzen sichtbar machen\n\n3. Data Quality Center\n\n* fehlende Preise\n* stale prices\n* fehlende FX\n* fehlende ISIN\n* fehlende CoinGecko-ID\n* unvollständige Historie\n\n4. Manual Review Queue\n\n* ausgelassene Coins\n* unsichere Mappings\n* offene Alerts\n* offene Datenqualitätsprobleme\n\n5. Backup / Restore\n\n* Runtime-DB Backup\n* verschlüsseltes Backup optional\n* Restore-Test später\n\n6. Safe Mode / Read-only Mode\n\n* Dashboard im Lesemodus\n* Schreibfunktionen bewusst aktivieren\n* Schutz gegen versehentliche Änderungen\n\nBitte jetzt zuerst Teil 1 umsetzen, dann Teil 2, dann Teil 3. Keine echten Aktien-/ETF-Daten importieren."
},
{
"role": "assistant",
"content": "",
"tool_calls": [
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"content": "{\"content\": \" 1|# FinanceManager Backlog\\n 2|\\n 3|This backlog records approved future modules that are intentionally not built in the current MVP hardening block.\\n 4|\\n 5|## Near-term sequence\\n 6|\\n 7|1. Broker/bank structural mapping and dry-run importers.\\n 8|2. Equity/ETF initial snapshot dry run.\\n 9|3. Productive equity/ETF import only after explicit approval and verified runtime backup.\\n 10|4. Equity/ETF market data + FX.\\n 11|5. Gesamtportfolio dashboard with visual analytics.\\n 12|6. Data Quality Center.\\n 13|7. Watchlist / Decision Journal.\\n 14|8. Scores / Rebalancing.\\n 15|9. Backtesting / Monte Carlo / Projected Return.\\n 16|\\n 17|## Portfolio Health page\\n 18|\\n 19|- Total value in CHF.\\n 20|- Asset classes.\\n 21|- Platforms.\\n 22|- Data quality.\\n 23|- Cash quota.\\n 24|- Missing prices and FX.\\n 25|\\n 26|## Reconciliation / Abgleich page\\n 27|\\n 28|- Dashboard holdings vs. last snapshot.\\n 29|- Manual review marker: holding checked on date X.\\n 30|- Make differences visible.\\n 31|\\n 32|## Data Quality Center\\n 33|\\n 34|- Missing prices.\\n 35|- Stale prices.\\n 36|- Missing FX.\\n 37|- Missing ISIN.\\n 38|- Missing CoinGecko ID.\\n 39|- Incomplete history.\\n 40|- Old/unresolved alerts.\\n 41|- Import problems.\\n 42|- Button: Recheck.\\n 43|- Button: Resolve fixed alerts.\\n 44|\\n 45|## Manual Review Queue\\n 46|\\n 47|- Skipped coins.\\n 48|- Uncertain crypto mappings.\\n 49|- Missing stock/ETF mappings.\\n 50|- Import rows with errors.\\n 51|- Open alerts.\\n 52|- Open data-quality problems.\\n 53|- Manual decision capture.\\n 54|\\n 55|## Backup / Restore\\n 56|\\n 57|- Runtime DB backup.\\n 58|- Runtime DB restore with explicit confirmation.\\n 59|- Backup verification with SHA256 checksum.\\n 60|- Optional encrypted backup.\\n 61|- Restore test before broader productive imports.\\n 62|\\n 63|## Safe Mode / Read-only Mode\\n 64|\\n 65|- Dashboard read-only by default.\\n 66|- Explicit enablement for write actions.\\n 67|- Review/confirm before every write.\\n 68|- Visible environment indicator: `Live Runtime DB` vs. `Demo DB`.\\n 69|- Guard rails against accidental changes.\\n 70|\\n 71|## Command Center UX\\n 72|\\n 73|The Command Center should immediately show:\\n 74|\\n 75|- Total value CHF.\\n 76|- Overall data quality.\\n 77|- Critical alerts.\\n 78|- Missing prices/FX.\\n 79|- Largest movements.\\n 80|- Portfolio allocation.\\n 81|- Open decisions.\\n 82|- Report buttons.\\n 83|- Last backup timestamp.\\n 84|\\n 85|## Import Wizard UX\\n 86|\\n 87|For real broker data:\\n 88|\\n 89|1. Select file.\\n 90|2. Select source.\\n 91|3. Review mapping.\\n 92|4. Dry run.\\n 93|5. Show warnings.\\n 94|6. Create/verify backup.\\n 95|7. Explicit commit confirmation.\\n 96|8. Show result and audit summary.\\n 97|\\n 98|## Visual Analytics Layer\\n 99|\\n 100|### Portfolio Heatmap / Treemap\\n 101|\\n 102|- Tile size = portfolio weight.\\n 103|- Color = performance, risk score or data quality.\\n 104|- Click on asset opens detail view.\\n 105|\\n 106|### Allocation charts\\n 107|\\n 108|- Asset class.\\n 109|- Platform/depot.\\n 110|- Currency.\\n 111|- Country/region.\\n 112|- Sector.\\n 113|- Core vs. opportunity.\\n 114|- Crypto vs. traditional assets.\\n 115|\\n 116|### Contribution Analysis\\n 117|\\n 118|- Contribution of each asset to total gain/loss in CHF.\\n 119|- Contribution by asset class.\\n 120|- Contribution by platform.\\n 121|- Separate dividend/distribution contribution.\\n 122|\\n 123|### Currency Exposure\\n 124|\\n 125|- Direct currency per position.\\n 126|- USD/EUR/CHF shares.\\n 127|- FX P&L separately.\\n 128|- Warning for high USD/EUR concentration.\\n 129|\\n 130|### Performance Waterfall\\n 131|\\n 132|- Start value.\\n 133|- Deposits/withdrawals.\\n 134|- Price gain/loss.\\n 135|- Dividends/distributions.\\n 136|- FX effect.\\n 137|- Fees/taxes.\\n 138|- End value.\\n 139|\\n 140|## Risk & Correlation Tools\\n 141|\\n 142|- Correlation matrix.\\n 143|- Rolling correlation.\\n 144|- Volatility.\\n 145|- Maximum drawdown.\\n 146|- Drawdown chart.\\n 147|- Top-5 risk contributions.\\n 148|- Concentration score.\\n 149|- Platform/broker risk.\\n 150|- Crypto share and crypto drawdown.\\n 151|- ETF look-through later.\\n 152|\\n 153|## Benchmark / Backtesting\\n 154|\\n 155|- Portfolio vs. MSCI World.\\n 156|- Portfolio vs. S&P 500.\\n 157|- Portfolio vs. Nasdaq 100.\\n 158|- Portfolio vs. BTC.\\n 159|- Portfolio vs. own blended benchmark, e.g. 80/20.\\n 160|- Relative strength vs. benchmark.\\n 161|- Rolling returns.\\n 162|- Backtest current allocation.\\n 163|- Backtest scoring rules only when historical data is sufficient.\\n 164|\\n 165|## Projection / Monte Carlo\\n 166|\\n 167|Clearly label as simulation, not forecast.\\n 168|\\n 169|- Monte Carlo simulation based on historical return/volatility.\\n 170|- Scenarios:\\n 171| - conservative\\n 172| - neutral\\n 173| - optimistic\\n 174|- Output:\\n 175| - range of possible outcomes\\n 176| - probability of reaching target amount\\n 177| - drawdown risk\\n 178| - transparent assumptions\\n 179|- No language implying guaranteed returns or AI prediction.\\n 180|\\n 181|## Scenario Stress Tests\\n 182|\\n 183|- CHF +10%.\\n 184|- USD/CHF -10%.\\n 185|- Equity market -20%.\\n 186|- Nasdaq -30%.\\n 187|- Crypto -40%.\\n 188|- Interest-rate increase.\\n 189|- Inflation shock.\\n 190|- Risk-off combined scenario.\\n 191|- Single position -30%.\\n 192|\\n 193|Output:\\n 194|\\n 195|- Impact in CHF.\\n 196|- Impact per asset class.\\n 197|- Impact per platform.\\n 198|- Cash quota after scenario.\\n 199|- Limit breaches.\\n 200|\\n 201|## Watchlist and Decision Journal\\n 202|\\n 203|- Watchlist pipeline.\\n 204|- Target prices.\\n 205|- Triggers.\\n 206|- Investment case.\\n 207|- Bear case.\\n 208|- Review date.\\n 209|- Transfer to portfolio.\\n 210|- Decision Journal as mandatory option for buy/sell/override.\\n 211|- Obsidian Markdown export:\\n 212| - one Markdown file per decision\\n 213| - frontmatter with asset, date, action, reason, risk, review date\\n 214| - no sensitive values unless explicitly allowed.\\n 215|\\n 216|## Local LLM Integration\\n 217|\\n 218|Later only, never for final accounting/tax/recommendation decisions.\\n 219|\\n 220|- Local news summaries.\\n 221|- Local PDF summaries of bank documents.\\n 222|- Bear-case drafts.\\n 223|- Report-text drafts.\\n 224|- Never final bookkeeping, FX, tax values or binding recommendations.\\n 225|\\n 226|## Schweizer Income-/Tax-Kontrollmodul\\n 227|\\n 228|Control module only; broker tax documents remain authoritative.\\n 229|\\n 230|- Gross/net dividends.\\n 231|- Swiss withholding tax 35%.\\n 232|- Foreign withholding tax.\\n 233|- Distributions per year.\\n 234|- Hinweis: Broker-Steuerunterlagen bleiben maßgeblich.\\n 235|- Not a complete tax dossier replacement.\\n 236|\\n 237|## Eye Health / Low-Strain Mode\\n 238|\\n 239|- Dark low-strain theme.\\n 240|- High contrast.\\n 241|- Few glaring colors.\\n 242|- Clear traffic-light colors.\\n 243|- Optional larger font.\\n 244|- Suitable for longer analysis sessions.\\n 245|\", \"total_lines\": 244, \"file_size\": 5536, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\",\"content\":\"from __future__ import annotations\\n\\nfrom pathlib import Path\\n\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.dashboard.pages import page_13_equity_manage\\nfrom jarvis_finance.market_data.candidates import (\\n ProviderCandidate,\\n export_mapping_decision_pack,\\n generate_mapping_candidates,\\n rank_candidate,\\n recalculate_candidate_rankings,\\n reject_mapping_candidate,\\n select_mapping_candidate,\\n)\\nfrom tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n\\n\\ndef test_candidate_ranking_prioritizes_isin_currency_exchange() -> None:\\n inst = {\\\"isin\\\": \\\"CH0000000001\\\", \\\"asset_class\\\": \\\"ETF\\\", \\\"name\\\": \\\"Global Equity ETF\\\", \\\"ticker\\\": \\\"GETF\\\", \\\"exchange\\\": \\\"SWX\\\", \\\"currency\\\": \\\"CHF\\\", \\\"trading_currency\\\": \\\"CHF\\\"}\\n good = ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\")\\n bad = ProviderCandidate(provider=\\\"yahoo\\\", provider_symbol=\\\"GETF\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"stock\\\", evidence_source=\\\"yahoo_finance_search\\\")\\n good_rank = rank_candidate(inst, good, candidate_count=2)\\n bad_rank = rank_candidate(inst, bad, candidate_count=2)\\n assert good_rank.ranking_score > bad_rank.ranking_score\\n assert \\\"ISIN passt\\\" in good_rank.ranking_reason\\n assert \\\"Währung passt\\\" in good_rank.ranking_reason\\n assert \\\"currency_mismatch\\\" in bad_rank.risk_flags\\n\\n\\ndef test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.US\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n ]})\\n generate_mapping_candidates(conn, provider=provider)\\n summary = recalculate_candidate_rankings(conn)\\n rows = data.get_instrument_mapping_candidates(conn)\\n assert summary[\\\"multiple_listings_same_isin\\\"] == 1\\n assert {r[\\\"review_status\\\"] for r in rows} == {\\\"needs_manual_review\\\"}\\n assert int(rows[0][\\\"ranking_score\\\"]) >= int(rows[1][\\\"ranking_score\\\"])\\n assert rows[0][\\\"ranking_reason\\\"]\\n assert rows[0][\\\"candidate_provider_symbol\\\"] == \\\"GETF.SW\\\"\\n\\n\\ndef test_decision_pack_runtime_only_contains_no_amount_fields(tmp_path) -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n ]})\\n generate_mapping_candidates(conn, provider=provider)\\n recalculate_candidate_rankings(conn)\\n out = tmp_path / \\\"runtime_exports\\\" / \\\"decision_pack.md\\\"\\n summary = export_mapping_decision_pack(conn, output_path=out, top_n=5)\\n text = out.read_text(encoding=\\\"utf-8\\\")\\n assert summary[\\\"instrument_count\\\"] == 1\\n assert summary[\\\"candidate_rows\\\"] == 1\\n assert summary[\\\"top_candidates_present\\\"] is True\\n assert \\\"Ranking Reason\\\" in text\\n forbidden = [\\\"quantity\\\", \\\"amount\\\", \\\"market_value\\\", \\\"kontostand\\\", \\\"portfolioanteil\\\", \\\"price:\\\"]\\n assert not any(token.lower() in text.lower() for token in forbidden)\\n\\n\\ndef test_candidate_confirmation_resolves_mapping_alerts_and_writes_catalog() -> None:\\n conn = setup_conn()\\n for rule in [\\\"missing_provider_symbol\\\", \\\"ambiguous_provider_mapping\\\", \\\"candidate_review_required\\\"]:\\n conn.execute(\\\"INSERT INTO alerts(alert_id,priority,category,entity_type,entity_id,rule_id,message,status,created_at) VALUES(?,?,?,?,?,?,?,?,?)\\\", (rule, \\\"warnung\\\", \\\"market_data\\\", \\\"instrument\\\", \\\"inst1\\\", rule, rule, \\\"active\\\", \\\"now\\\"))\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\")]})\\n generate_mapping_candidates(conn, provider=provider)\\n candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()[\\\"candidate_id\\\"]\\n select_mapping_candidate(conn, candidate_id=candidate_id, note=\\\"manual dashboard confirmation\\\")\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='select_mapping_candidate'\\\").fetchone()[\\\"c\\\"] == 1\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','candidate_review_required')\\\").fetchone()[\\\"c\\\"] == 0\\n assert conn.execute(\\\"SELECT provider_symbol, exchange, trading_currency FROM instrument_price_mappings WHERE instrument_id='inst1'\\\").fetchone()[\\\"provider_symbol\\\"] == \\\"GETF.SW\\\"\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE provider_symbol='GETF.SW'\\\").fetchone()[\\\"c\\\"] == 1\\n\\n\\ndef test_candidate_rejection_writes_audit() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", isin=\\\"CH0000000001\\\")]})\\n generate_mapping_candidates(conn, provider=provider)\\n candidate_id = conn.execute(\\\"SELECT candidate_id FROM instrument_price_mapping_candidates\\\").fetchone()[\\\"candidate_id\\\"]\\n reject_mapping_candidate(conn, candidate_id=candidate_id, note=\\\"wrong listing\\\")\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='reject_mapping_candidate'\\\").fetchone()[\\\"c\\\"] == 1\\n assert conn.execute(\\\"SELECT review_status FROM instrument_price_mapping_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()[\\\"review_status\\\"] == \\\"rejected\\\"\\n\\n\\ndef test_dashboard_review_ui_renders_ranked_candidates_without_live_api() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", isin=\\\"CH0000000001\\\")]})\\n generate_mapping_candidates(conn, provider=provider)\\n recalculate_candidate_rankings(conn)\\n page_13_equity_manage.render(FakeSt(), conn)\\n\\n\\ndef test_personal_finance_backlog_document_exists_without_implementation() -> None:\\n doc = Path(\\\"docs/personal-finance-cashflow-budgeting-backlog.md\\\")\\n assert doc.exists()\\n text = doc.read_text(encoding=\\\"utf-8\\\")\\n assert \\\"Backlog only\\\" in text\\n assert \\\"Do not implement\\\" in text\\n assert not Path(\\\"src/jarvis_finance/personal_finance\\\").exists()\\n\"}"
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"reasoning": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!",
"reasoning_content": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!",
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"text": "**Testing forbidden amounts**\n\nI see that I need to test for forbidden amounts, but the phrase \"Contains no quantities, values, prices...\" actually includes values and prices, which could confuse things. It seems the term \"forbidden\" is more limited to amount only, but then the source currency might not show an amount. Alright, I’ll make sure to import from the test file, but I definitely need to run those compilation tests to clarify everything!"
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"content": "{\"output\": \"==================================== ERRORS ====================================\\n____ ERROR collecting tests/unit/test_true_wealth_mapping_candidates_c3d.py ____\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py'.\\nHint: make sure your test modules/packages have valid Python names.\\nTraceback:\\n../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module\\n return _bootstrap._gcd_import(name[level:], package, level)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\ntests/unit/test_true_wealth_mapping_candidates_c3d.py:16: in \\n from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\nE ModuleNotFoundError: No module named 'tests.unit'\\n=========================== short test summary info ============================\\nERROR tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n!!!!!!!!!!!!!!!!!!!! Interrupted: 1 error during collection !!!!!!!!!!!!!!!!!!!!\\n1 error in 0.16s\", \"exit_code\": 2, \"error\": null}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\n\\nclass StaticLookupProvider:\\n name = \\\"static\\\"\\n\\n def __init__(self, candidates_by_isin=None):\\n self.candidates_by_isin = candidates_by_isin or {}\\n\\n def lookup(self, *, isin, name, ticker, exchange, currency):\\n return list(self.candidates_by_isin.get(isin, []))\\n\\n\\nclass FakeTab:\\n def __enter__(self):\\n return self\\n\\n def __exit__(self, *args):\\n return False\\n\\n\\nclass FakeSt:\\n def title(self, *args, **kwargs): pass\\n def caption(self, *args, **kwargs): pass\\n def warning(self, *args, **kwargs): pass\\n def subheader(self, *args, **kwargs): pass\\n def write(self, *args, **kwargs): pass\\n def success(self, *args, **kwargs): pass\\n def error(self, *args, **kwargs): pass\\n def info(self, *args, **kwargs): pass\\n def divider(self, *args, **kwargs): pass\\n def dataframe(self, *args, **kwargs): pass\\n def table(self, *args, **kwargs): pass\\n def tabs(self, labels): return [FakeTab() for _ in labels]\\n def selectbox(self, label, options, **kwargs): return options[0] if options else None\\n def text_input(self, *args, **kwargs): return kwargs.get(\\\"value\\\", \\\"\\\")\\n def text_area(self, *args, **kwargs): return \\\"\\\"\\n def date_input(self, *args, **kwargs): return \\\"2025-12-31\\\"\\n def checkbox(self, *args, **kwargs): return False\\n def expander(self, *args, **kwargs): return FakeTab()\\n def button(self, *args, **kwargs): return False\\n\\n\\ndef setup_conn():\\n conn = connect_memory()\\n apply_migrations(conn)\\n conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','True Wealth','broker','CHF','now')\\\")\\n conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','TW','brokerage','CHF','now')\\\")\\n conn.execute(\\\"INSERT INTO instruments(instrument_id,asset_class,name,ticker,isin,exchange,currency,created_at) VALUES('inst1','ETF','Global Equity ETF','GETF','CH0000000001',NULL,'USD','now')\\\")\\n conn.execute(\\\"INSERT INTO transactions(transaction_id,transaction_type,account_id,instrument_id,trade_date,quantity,currency_original,fx_status,source_type,is_confirmed,quality_status,created_at) VALUES('tx1','initial_position_snapshot','a1','inst1','2025-12-31','1','USD','missing','broker_import_reviewed_snapshot',1,'warning','now')\\\")\\n return conn\\n\",\"old_string\":\"from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"}"
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"reasoning_content": "**Figuring out import issues**\n\nI need to resolve the issue with duplicate helpers or maybe it's impossible to make relative imports. It seems like I should test a patch or define some helpers to make this work. Using import text from c3 might be an easier option, but I'm not entirely sure yet. There’s a lot to consider, and I want to ensure that I approach this logically to find the best solution.",
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"text": "**Figuring out import issues**\n\nI need to resolve the issue with duplicate helpers or maybe it's impossible to make relative imports. It seems like I should test a patch or define some helpers to make this work. Using import text from c3 might be an easier option, but I'm not entirely sure yet. There’s a lot to consider, and I want to ensure that I approach this logically to find the best solution."
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},
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\\n@@ -13,7 +13,58 @@\\n reject_mapping_candidate,\\n select_mapping_candidate,\\n )\\n-from tests.unit.test_true_wealth_mapping_candidates_c3 import FakeSt, StaticLookupProvider, setup_conn\\n+from jarvis_finance.storage.database import connect_memory\\n+from jarvis_finance.storage.migrations import apply_migrations\\n+\\n+\\n+class StaticLookupProvider:\\n+ name = \\\"static\\\"\\n+\\n+ def __init__(self, candidates_by_isin=None):\\n+ self.candidates_by_isin = candidates_by_isin or {}\\n+\\n+ def lookup(self, *, isin, name, ticker, exchange, currency):\\n+ return list(self.candidates_by_isin.get(isin, []))\\n+\\n+\\n+class FakeTab:\\n+ def __enter__(self):\\n+ return self\\n+\\n+ def __exit__(self, *args):\\n+ return False\\n+\\n+\\n+class FakeSt:\\n+ def title(self, *args, **kwargs): pass\\n+ def caption(self, *args, **kwargs): pass\\n+ def warning(self, *args, **kwargs): pass\\n+ def subheader(self, *args, **kwargs): pass\\n+ def write(self, *args, **kwargs): pass\\n+ def success(self, *args, **kwargs): pass\\n+ def error(self, *args, **kwargs): pass\\n+ def info(self, *args, **kwargs): pass\\n+ def divider(self, *args, **kwargs): pass\\n+ def dataframe(self, *args, **kwargs): pass\\n+ def table(self, *args, **kwargs): pass\\n+ def tabs(self, labels): return [FakeTab() for _ in labels]\\n+ def selectbox(self, label, options, **kwargs): return options[0] if options else None\\n+ def text_input(self, *args, **kwargs): return kwargs.get(\\\"value\\\", \\\"\\\")\\n+ def text_area(self, *args, **kwargs): return \\\"\\\"\\n+ def date_input(self, *args, **kwargs): return \\\"2025-12-31\\\"\\n+ def checkbox(self, *args, **kwargs): return False\\n+ def expander(self, *args, **kwargs): return FakeTab()\\n+ def button(self, *args, **kwargs): return False\\n+\\n+\\n+def setup_conn():\\n+ conn = connect_memory()\\n+ apply_migrations(conn)\\n+ conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','True Wealth','broker','CHF','now')\\\")\\n+ conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','TW','brokerage','CHF','now')\\\")\\n+ conn.execute(\\\"INSERT INTO instruments(instrument_id,asset_class,name,ticker,isin,exchange,currency,created_at) VALUES('inst1','ETF','Global Equity ETF','GETF','CH0000000001',NULL,'USD','now')\\\")\\n+ conn.execute(\\\"INSERT INTO transactions(transaction_id,transaction_type,account_id,instrument_id,trade_date,quantity,currency_original,fx_status,source_type,is_confirmed,quality_status,created_at) VALUES('tx1','initial_position_snapshot','a1','inst1','2025-12-31','1','USD','missing','broker_import_reviewed_snapshot',1,'warning','now')\\\")\\n+ return conn\\n \\n \\n def test_candidate_ranking_prioritizes_isin_currency_exchange() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"content": "{\"output\": \".....F..........F..... [100%]\\n=================================== FAILURES ===================================\\n__________ test_chf_hedged_candidate_remains_proposed_until_confirmed __________\\n\\n def test_chf_hedged_candidate_remains_proposed_until_confirmed() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({'CH0000000001': [ProviderCandidate(provider='stooq', provider_symbol='GETF.SW', exchange='SWX', currency='CHF', name='Global Equity ETF CHF Hedged', isin='CH0000000001', instrument_status='active')]})\\n generate_mapping_candidates(conn, provider=provider)\\n row = conn.execute(\\\"SELECT candidate_is_hedged,candidate_hedged_to_currency,review_status FROM instrument_price_mapping_candidates\\\").fetchone()\\n inst = conn.execute(\\\"SELECT hedge_status FROM instruments WHERE instrument_id='inst1'\\\").fetchone()\\n assert row['candidate_is_hedged'] == 1\\n assert row['candidate_hedged_to_currency'] == 'CHF'\\n> assert row['review_status'] == 'proposed'\\nE AssertionError: assert 'needs_manual_review' == 'proposed'\\nE \\nE - proposed\\nE + needs_manual_review\\n\\ntests/unit/test_true_wealth_mapping_candidates_c3.py:150: AssertionError\\n______ test_same_isin_multiple_listings_remain_review_required_and_sorted ______\\n\\n def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [\\n ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.US\\\", exchange=\\\"NYSE\\\", currency=\\\"USD\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n ProviderCandidate(provider=\\\"openfigi\\\", provider_symbol=\\\"GETF.SW\\\", exchange=\\\"SWX\\\", currency=\\\"CHF\\\", name=\\\"Global Equity ETF\\\", isin=\\\"CH0000000001\\\", asset_class=\\\"etf\\\", instrument_status=\\\"active\\\", evidence_source=\\\"openfigi_isin_mapping\\\"),\\n ]})\\n generate_mapping_candidates(conn, provider=provider)\\n summary = recalculate_candidate_rankings(conn)\\n rows = data.get_instrument_mapping_candidates(conn)\\n assert summary[\\\"multiple_listings_same_isin\\\"] == 1\\n assert {r[\\\"review_status\\\"] for r in rows} == {\\\"needs_manual_review\\\"}\\n assert int(rows[0][\\\"ranking_score\\\"]) >= int(rows[1][\\\"ranking_score\\\"])\\n assert rows[0][\\\"ranking_reason\\\"]\\n> assert rows[0][\\\"candidate_provider_symbol\\\"] == \\\"GETF.SW\\\"\\nE AssertionError: assert 'GETF.US' == 'GETF.SW'\\nE \\nE - GETF.SW\\nE ? -\\nE + GETF.US\\nE ? +\\n\\ntests/unit/test_true_wealth_mapping_candidates_c3d.py:95: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_true_wealth_mapping_candidates_c3.py::test_chf_hedged_candidate_remains_proposed_until_confirmed\\nFAILED tests/unit/test_true_wealth_mapping_candidates_c3d.py::test_same_isin_multiple_listings_remain_review_required_and_sorted\\n2 failed, 20 passed in 0.48s\", \"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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"text": "**Adjusting test proposals**\n\nI need to consider adjusting the old test as the user wants to avoid automatic final selections. The logic may need to propose a single top selection. There seems to be a currency mismatch with the source in USD for CHF candidates requiring review. I wonder if the old test expectations can be updated since the user mentions the same ISIN listings. It might be better to set the source currency to CHF for more accurate results. I’ll need to ensure the changes align with the user’s requirements."
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"content": "{\"success\": false, \"error\": \"Found 2 matches for old_string. Provide more context to make it unique, or use replace_all=True.\"}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n conn = setup_conn()\\n conn.execute(\\\"UPDATE instruments SET currency='CHF', trading_currency='CHF' WHERE instrument_id='inst1'\\\")\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"old_string\":\"def test_same_isin_multiple_listings_remain_review_required_and_sorted() -> None:\\n conn = setup_conn()\\n provider = StaticLookupProvider({\\\"CH0000000001\\\": [\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_true_wealth_mapping_candidates_c3d.py\"}"
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"text": "**Checking imports and updates**\n\nI need to think about running a full check later, but first, I want to compile everything. I should consider if there's any unused potential imports. It might also be necessary to update the test schema with the expected version. I just need to be mindful of everything I’m working with, so I’ll read through the relevant parts to ensure I have all the necessary information in front of me."
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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) == 13\\n 19|\\n 20|\\n 21|def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n 22| conn = connect_memory()\\n 23| apply_migrations(conn)\\n 24| tx_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n 25| crypto_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(crypto_holdings)\\\").fetchall()}\\n 26| instrument_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instruments)\\\").fetchall()}\\n 27| assert tx_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n 28| assert tx_cols[\\\"fx_rate_to_chf\\\"].upper() == \\\"TEXT\\\"\\n 29| assert crypto_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n 30| assert {\\\"position_category\\\", \\\"ter\\\", \\\"distribution_policy\\\", \\\"index_name\\\", \\\"fund_domicile\\\", \\\"benchmark\\\"}.issubset(instrument_cols)\\n 31|\\n 32|\\n 33|def test_broker_bank_mapping_tables_exist_with_required_columns() -> None:\\n 34| conn = connect_memory()\\n 35| apply_migrations(conn)\\n 36| instrument_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instrument_mappings)\\\").fetchall()}\\n 37| account_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(platform_account_mappings)\\\").fetchall()}\\n 38| dry_run_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_dry_runs)\\\").fetchall()}\\n 39|\\n 40| assert {\\\"source_name\\\", \\\"source_platform\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"isin\\\", \\\"ticker\\\", \\\"exchange\\\", \\\"currency\\\", \\\"asset_class\\\", \\\"instrument_id\\\", \\\"mapping_status\\\", \\\"confidence\\\", \\\"quality_flags_json\\\"}.issubset(instrument_mapping_cols)\\n 41| assert {\\\"source_platform\\\", \\\"source_account_label\\\", \\\"normalized_platform\\\", \\\"normalized_account_name\\\", \\\"internal_platform_id\\\", \\\"internal_account_id\\\", \\\"account_type\\\", \\\"currency\\\", \\\"mapping_status\\\"}.issubset(account_mapping_cols)\\n 42| assert {\\\"source_platform\\\", \\\"source_file_type\\\", \\\"source_filename_hash\\\", \\\"detected_snapshot_date\\\", \\\"snapshot_date_status\\\", \\\"candidate_positions\\\", \\\"candidate_cash_rows\\\", \\\"mapped_positions\\\", \\\"blocked_positions\\\", \\\"quality_flags_json\\\", \\\"summary_json\\\", \\\"session_status\\\", \\\"is_current\\\"}.issubset(dry_run_cols)\\n 43| review_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_review_items)\\\").fetchall()}\\n 44| assert {\\\"review_item_id\\\", \\\"dry_run_id\\\", \\\"source_platform\\\", \\\"source_row_ref\\\", \\\"row_hash\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"detected_asset_class\\\", \\\"detected_currency\\\", \\\"quality_flags_json\\\", \\\"review_status\\\", \\\"import_readiness_status\\\", \\\"reviewer_confirmed\\\", \\\"snapshot_date_confirmed\\\", \\\"ticker_exchange_confirmed\\\", \\\"account_mapping_status\\\"}.issubset(review_cols)\\n 45| execution_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_execution_plans)\\\").fetchall()}\\n 46| assert {\\\"execution_plan_id\\\", \\\"dry_run_id\\\", \\\"review_item_id\\\", \\\"source_platform\\\", \\\"target_account_id\\\", \\\"target_instrument_id\\\", \\\"transaction_type\\\", \\\"snapshot_date\\\", \\\"payload_status\\\", \\\"payload_quality_flags_json\\\", \\\"source_row_hash\\\", \\\"planned_write_summary_json\\\", \\\"execution_status\\\", \\\"transaction_id\\\"}.issubset(execution_cols)\\n 47| transaction_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n 48| assert {\\\"is_voided\\\", \\\"voided_at\\\", \\\"void_reason\\\", \\\"voided_by\\\", \\\"correction_of_transaction_id\\\", \\\"correction_reason\\\"}.issubset(transaction_cols)\\n 49|\", \"total_lines\": 48, \"file_size\": 3829, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"text": "**Addressing index issue**\n\nI’m realizing there’s an issue with creating an index in the execute script on an existing table before adding new columns. It seems I need to move the index creation after adding the missing columns since the current table doesn't have a ranking_score. So, my plan is to remove the index from the script but keep the `conn.execute` line after I add those columns. This should help streamline things!"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -413,7 +413,6 @@\\n CREATE INDEX IF NOT EXISTS idx_ipmc_instrument ON instrument_price_mapping_candidates(instrument_id);\\n CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n- CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score);\\n \\\"\\\"\\\"\\n )\\n _add_missing_columns(conn, \\\"instrument_price_mapping_candidates\\\", {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\",\"old_string\":\" conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\\n@@ -424,6 +424,7 @@\\n \\\"risk_flags\\\": \\\"TEXT\\\",\\n \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n })\\n+ conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"reasoning": "**Checking data quality alerts**\n\nI need to confirm that the Data Quality multiple listing alert isn't active. The user wanted a check on the DQ center, and I've computed that the alert is off via the dashboard. However, the product run requires a multiple_listings count of three from the summary, which doesn’t need real values. I should run full tests after fixing the migration and check the current safety/status in Git before proceeding.",
"reasoning_content": "**Checking data quality alerts**\n\nI need to confirm that the Data Quality multiple listing alert isn't active. The user wanted a check on the DQ center, and I've computed that the alert is off via the dashboard. However, the product run requires a multiple_listings count of three from the summary, which doesn’t need real values. I should run full tests after fixing the migration and check the current safety/status in Git before proceeding.",
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"reasoning_content": "**Verifying Git and Tests**\n\nI need to do a final check on the Git status to ensure everything is clean and safe. I'll also want to run another aggregation of the runtime data, just to be sure there are no issues. And, of course, I should mention the tests, specifically test number 212. I’ll definitely make sure to use the appropriate tools for this process! Keeping everything under control is really important.",
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"content": "{\"output\": \"{'instruments': 3, 'candidates': 57, 'rank': {'medium': 4, 'high': 53}, 'alerts': {'ambiguous_provider_mapping': 3, 'candidate_review_required': 3, 'hedge_status_unknown': 3, 'instrument_status_unknown': 3, 'missing_fx': 3, 'missing_market_price': 3, 'missing_provider_symbol': 3}, 'decision_pack_exists': True}\", \"exit_code\": 0, \"error\": null}",
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"content": "Sir, Phase **C3d — Candidate Ranking, Mapping UX und User Decision Pack** ist abgeschlossen, committed und gepusht.\n\n## Status\n\n- **Commit:** `1d5ec58` — `Rank mapping candidates for manual review`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `212 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine weiteren Portfolio-Imports**\n- **Keine finale Mapping-Auswahl**\n- **Keine echten Mengen/Werte/Kontostände im Chat**\n\n## Implementiert\n\n### 1. Candidate Ranking\n\nPro Mapping-Kandidat werden nun berechnet:\n\n- `ranking_score`\n- `ranking_reason`\n- `risk_flags`\n- `recommended_action`\n\nUnterstützte Actions:\n\n- `select_candidate`\n- `needs_manual_review`\n- `reject_candidate`\n- `insufficient_data`\n\nWichtig: Auch `select_candidate` ist **nur Empfehlung**, keine automatische Bestätigung.\n\nRanking berücksichtigt u.a.:\n\n- ISIN-Match\n- Assetklasse\n- Währung / Trading Currency\n- Exchange\n- Provider-Symbol\n- Name-Fuzzy-Match\n- Hedge-Hinweise\n- Instrument-Status\n- Datenquelle\n- Vollständigkeit der Felder\n\nNegative Faktoren:\n\n- Währungsmismatch\n- Assetklassen-Mismatch\n- kein ISIN-Match\n- Name-only Match\n- Ticker ohne Exchange\n- unklarer Hedge-Status\n- unklarer Instrument-Status\n- mehrere Listings/Kandidaten\n\n### 2. Gleiche ISIN / verschiedene Listings\n\nExplizit berücksichtigt:\n\n- gleiche ISIN mit mehreren Exchange-/Currency-Kombinationen bleibt review-pflichtig\n- Kandidaten werden sortiert, aber **nicht automatisch gewählt**\n- Dashboard zeigt:\n - Symbol\n - Name\n - ISIN\n - Exchange\n - Handelswährung\n - Provider\n - Provider-Symbol\n - Closing/Price Currency\n - Hedge-Status\n - Confidence\n - Ranking Score\n - Ranking Reason\n - Risk Flags\n\n### 3. Mapping Candidate Review UI erweitert\n\nIm Dashboard:\n\n- Top-Kandidaten zuerst\n- Sortierung nach `ranking_score`\n- Filter:\n - Provider\n - Exchange\n - Währung\n - Confidence\n - Hedge-Status\n- Markierung:\n - wahrscheinlich passend\n - unsicher\n - wahrscheinlich falsch\n- Begründung / Risk Flags sichtbar\n- Aktionen:\n - Kandidat bestätigen\n - Kandidat ablehnen\n - manuell erfassen\n - später prüfen / nichts tun\n\nBestätigung und Ablehnung schreiben Audit-Log.\n\n### 4. User Decision Pack\n\nRuntime-only Decision Pack wurde erzeugt.\n\nAggregiert:\n\n- Decision Pack erzeugt: **ja**\n- Instrumente: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: **nein**\n\nInhalt enthält keine Mengen, Depotwerte, Kaufpreise, Kontostände oder Portfolioanteile.\n\n### 5. Data Quality Center erweitert\n\nErgänzt/abgedeckt:\n\n- `ambiguous_provider_mapping`\n- `multiple_listings_same_isin`\n- `currency_mismatch`\n- `hedge_status_unknown`\n- `instrument_status_unknown`\n- `provider_symbol_missing`\n- `candidate_review_required`\n- `valuation_not_ready`\n\nRegel bleibt korrekt:\n\n- Kandidaten vorhanden, aber nicht bestätigt → `missing_provider_symbol` bleibt aktiv\n- `candidate_review_required` bleibt aktiv\n- keine automatische Resolution\n\n### 6. Mapping Confirmation Workflow gehärtet\n\nWenn später ein Kandidat bestätigt wird:\n\n- `instrument_price_mappings` wird gesetzt\n- `instrument_catalog_entry` wird aktualisiert/erstellt\n- Provider-Symbol wird gesetzt\n- Exchange wird gesetzt\n- Price/Trading Currency wird gesetzt\n- Hedge-Status kann übernommen werden\n- Instrument-Status kann übernommen werden\n- Valuation Policy wird gesetzt\n- Audit-Log wird geschrieben\n- `missing_provider_symbol` wird resolved\n- `ambiguous_provider_mapping` wird resolved\n- `candidate_review_required` wird resolved\n- falls Hedge/Status unknown bleiben, bleiben entsprechende Warnungen aktiv\n- keine Portfolio-Transaktion wird verändert\n\n### 7. Personal Finance / Budgeting Backlog\n\nBacklog wurde nur vorgemerkt, nicht implementiert.\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n\nVerlinkt in:\n\n- `docs/finance-backlog.md`\n\nExplizit enthalten:\n\n- Income / Lohn\n- Expense Tracking\n- Budgeting\n- Belegimport\n- Categorization Engine\n- Cashflow Dashboard\n- Security-Regeln\n\nKeine Implementation, keine Importer, keine echten Belege/CSVs. Also genau die richtige Menge an Nichtstun — selten, aber in Softwarearchitektur durchaus eine Tugend.\n\n## Geänderte/neue Dateien\n\nGeändert:\n\n- `docs/finance-backlog.md`\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n- `tests/unit/test_true_wealth_mapping_candidates_c3d.py`\n\n## Tests ergänzt\n\nAbgedeckt:\n\n- Candidate Ranking nach ISIN/Währung/Exchange\n- gleiche ISIN mit mehreren Listings bleibt review-pflichtig\n- Top-Kandidaten werden sortiert\n- Ranking Reason wird erzeugt\n- Candidate Review UI rendert sortierte Kandidaten ohne Live-API\n- Decision Pack wird runtime-only erzeugt\n- Decision Pack enthält keine Mengen/Werte\n- Kandidat bestätigen schreibt Audit\n- Bestätigung resolved passende Mapping Alerts\n- Kandidat ablehnen schreibt Audit\n- Missing Provider Symbol bleibt aktiv, solange kein Kandidat bestätigt ist\n- Personal-Finance-Backlog-Dokument existiert, aber keine Implementation\n- Git-Safety OK\n\n## Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt:\n\n- Ranking für vorhandene Kandidaten berechnet\n- Top-Kandidaten pro Instrument bestimmt\n- Runtime-only Decision Pack erzeugt\n- keine finale Auswahl\n- keine Preise\n- keine FX\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Ranking high: `53`\n- Ranking medium: `4`\n- Ranking low: `0`\n- `multiple_listings_same_isin`: `3`\n- `currency_mismatch`: `0`\n- `hedge_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- `instrument_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- Decision Pack erzeugt: **ja**\n\nAktive Mapping-/DQ-Alerts aggregiert:\n\n- `ambiguous_provider_mapping`: `3`\n- `candidate_review_required`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `missing_provider_symbol`: `3`\n- `missing_market_price`: `3`\n- `missing_fx`: `3`\n\nDas ist erwartungsgemäß: Kandidaten sind vorbereitet, aber nichts wurde final bestätigt.\n\n## Nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Review** öffnen.\n2. Pro Instrument die Top-Kandidaten prüfen.\n3. Besonders auf **Exchange + Währung** achten.\n4. Bei gleicher ISIN / mehreren Listings nicht blind den höchsten Score nehmen.\n5. Je Instrument entweder:\n - passenden Kandidaten bestätigen,\n - falsche Kandidaten ablehnen,\n - manuell erfassen,\n - oder später prüfen.\n6. Erst nach manueller Bestätigung:\n - Mapping Alerts auflösen lassen\n - danach frühestens Equity/ETF Preis-/FX-Pilot planen\n\nNoch nicht tun:\n\n- keine Equity/ETF-Preise abrufen\n- keine FX-Werte setzen\n- keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren\n- keine Portfolio-Auswertung mit nicht bestätigten Mappings ernst nehmen",
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"text": "Sir, Phase **C3d — Candidate Ranking, Mapping UX und User Decision Pack** ist abgeschlossen, committed und gepusht.\n\n## Status\n\n- **Commit:** `1d5ec58` — `Rank mapping candidates for manual review`\n- **Push:** erfolgreich nach `origin/main`\n- **Compile:** OK\n- **Tests:** `212 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Runtime-Backup vor Lauf:** erstellt\n- **Keine Preise abgerufen**\n- **Keine FX-Werte gesetzt**\n- **Keine weiteren Portfolio-Imports**\n- **Keine finale Mapping-Auswahl**\n- **Keine echten Mengen/Werte/Kontostände im Chat**\n\n## Implementiert\n\n### 1. Candidate Ranking\n\nPro Mapping-Kandidat werden nun berechnet:\n\n- `ranking_score`\n- `ranking_reason`\n- `risk_flags`\n- `recommended_action`\n\nUnterstützte Actions:\n\n- `select_candidate`\n- `needs_manual_review`\n- `reject_candidate`\n- `insufficient_data`\n\nWichtig: Auch `select_candidate` ist **nur Empfehlung**, keine automatische Bestätigung.\n\nRanking berücksichtigt u.a.:\n\n- ISIN-Match\n- Assetklasse\n- Währung / Trading Currency\n- Exchange\n- Provider-Symbol\n- Name-Fuzzy-Match\n- Hedge-Hinweise\n- Instrument-Status\n- Datenquelle\n- Vollständigkeit der Felder\n\nNegative Faktoren:\n\n- Währungsmismatch\n- Assetklassen-Mismatch\n- kein ISIN-Match\n- Name-only Match\n- Ticker ohne Exchange\n- unklarer Hedge-Status\n- unklarer Instrument-Status\n- mehrere Listings/Kandidaten\n\n### 2. Gleiche ISIN / verschiedene Listings\n\nExplizit berücksichtigt:\n\n- gleiche ISIN mit mehreren Exchange-/Currency-Kombinationen bleibt review-pflichtig\n- Kandidaten werden sortiert, aber **nicht automatisch gewählt**\n- Dashboard zeigt:\n - Symbol\n - Name\n - ISIN\n - Exchange\n - Handelswährung\n - Provider\n - Provider-Symbol\n - Closing/Price Currency\n - Hedge-Status\n - Confidence\n - Ranking Score\n - Ranking Reason\n - Risk Flags\n\n### 3. Mapping Candidate Review UI erweitert\n\nIm Dashboard:\n\n- Top-Kandidaten zuerst\n- Sortierung nach `ranking_score`\n- Filter:\n - Provider\n - Exchange\n - Währung\n - Confidence\n - Hedge-Status\n- Markierung:\n - wahrscheinlich passend\n - unsicher\n - wahrscheinlich falsch\n- Begründung / Risk Flags sichtbar\n- Aktionen:\n - Kandidat bestätigen\n - Kandidat ablehnen\n - manuell erfassen\n - später prüfen / nichts tun\n\nBestätigung und Ablehnung schreiben Audit-Log.\n\n### 4. User Decision Pack\n\nRuntime-only Decision Pack wurde erzeugt.\n\nAggregiert:\n\n- Decision Pack erzeugt: **ja**\n- Instrumente: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Speicherort: Runtime-Export-Verzeichnis\n- Git-Ablage: **nein**\n\nInhalt enthält keine Mengen, Depotwerte, Kaufpreise, Kontostände oder Portfolioanteile.\n\n### 5. Data Quality Center erweitert\n\nErgänzt/abgedeckt:\n\n- `ambiguous_provider_mapping`\n- `multiple_listings_same_isin`\n- `currency_mismatch`\n- `hedge_status_unknown`\n- `instrument_status_unknown`\n- `provider_symbol_missing`\n- `candidate_review_required`\n- `valuation_not_ready`\n\nRegel bleibt korrekt:\n\n- Kandidaten vorhanden, aber nicht bestätigt → `missing_provider_symbol` bleibt aktiv\n- `candidate_review_required` bleibt aktiv\n- keine automatische Resolution\n\n### 6. Mapping Confirmation Workflow gehärtet\n\nWenn später ein Kandidat bestätigt wird:\n\n- `instrument_price_mappings` wird gesetzt\n- `instrument_catalog_entry` wird aktualisiert/erstellt\n- Provider-Symbol wird gesetzt\n- Exchange wird gesetzt\n- Price/Trading Currency wird gesetzt\n- Hedge-Status kann übernommen werden\n- Instrument-Status kann übernommen werden\n- Valuation Policy wird gesetzt\n- Audit-Log wird geschrieben\n- `missing_provider_symbol` wird resolved\n- `ambiguous_provider_mapping` wird resolved\n- `candidate_review_required` wird resolved\n- falls Hedge/Status unknown bleiben, bleiben entsprechende Warnungen aktiv\n- keine Portfolio-Transaktion wird verändert\n\n### 7. Personal Finance / Budgeting Backlog\n\nBacklog wurde nur vorgemerkt, nicht implementiert.\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n\nVerlinkt in:\n\n- `docs/finance-backlog.md`\n\nExplizit enthalten:\n\n- Income / Lohn\n- Expense Tracking\n- Budgeting\n- Belegimport\n- Categorization Engine\n- Cashflow Dashboard\n- Security-Regeln\n\nKeine Implementation, keine Importer, keine echten Belege/CSVs. Also genau die richtige Menge an Nichtstun — selten, aber in Softwarearchitektur durchaus eine Tugend.\n\n## Geänderte/neue Dateien\n\nGeändert:\n\n- `docs/finance-backlog.md`\n- `src/jarvis_finance/cli/main.py`\n- `src/jarvis_finance/dashboard/data.py`\n- `src/jarvis_finance/dashboard/pages/page_13_equity_manage.py`\n- `src/jarvis_finance/market_data/candidates.py`\n- `src/jarvis_finance/storage/migrations.py`\n- `tests/unit/test_schema.py`\n- `tests/unit/test_true_wealth_mapping_candidates_c3.py`\n\nNeu:\n\n- `docs/personal-finance-cashflow-budgeting-backlog.md`\n- `tests/unit/test_true_wealth_mapping_candidates_c3d.py`\n\n## Tests ergänzt\n\nAbgedeckt:\n\n- Candidate Ranking nach ISIN/Währung/Exchange\n- gleiche ISIN mit mehreren Listings bleibt review-pflichtig\n- Top-Kandidaten werden sortiert\n- Ranking Reason wird erzeugt\n- Candidate Review UI rendert sortierte Kandidaten ohne Live-API\n- Decision Pack wird runtime-only erzeugt\n- Decision Pack enthält keine Mengen/Werte\n- Kandidat bestätigen schreibt Audit\n- Bestätigung resolved passende Mapping Alerts\n- Kandidat ablehnen schreibt Audit\n- Missing Provider Symbol bleibt aktiv, solange kein Kandidat bestätigt ist\n- Personal-Finance-Backlog-Dokument existiert, aber keine Implementation\n- Git-Safety OK\n\n## Produktiver vorsichtiger Runtime-Lauf\n\nAusgeführt:\n\n- Ranking für vorhandene Kandidaten berechnet\n- Top-Kandidaten pro Instrument bestimmt\n- Runtime-only Decision Pack erzeugt\n- keine finale Auswahl\n- keine Preise\n- keine FX\n- keine weiteren Imports\n\nAggregierter Stand:\n\n- Instrumente total: `3`\n- Kandidaten total: `57`\n- Top-Kandidaten pro Instrument vorhanden: **ja**\n- Ranking high: `53`\n- Ranking medium: `4`\n- Ranking low: `0`\n- `multiple_listings_same_isin`: `3`\n- `currency_mismatch`: `0`\n- `hedge_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- `instrument_status_unknown`: `57` Kandidaten / `3` aktive Instrument-Alerts\n- Decision Pack erzeugt: **ja**\n\nAktive Mapping-/DQ-Alerts aggregiert:\n\n- `ambiguous_provider_mapping`: `3`\n- `candidate_review_required`: `3`\n- `hedge_status_unknown`: `3`\n- `instrument_status_unknown`: `3`\n- `missing_provider_symbol`: `3`\n- `missing_market_price`: `3`\n- `missing_fx`: `3`\n\nDas ist erwartungsgemäß: Kandidaten sind vorbereitet, aber nichts wurde final bestätigt.\n\n## Nächste Empfehlung\n\nAls nächstes im Dashboard:\n\n1. **Equity/ETF Manage → Review** öffnen.\n2. Pro Instrument die Top-Kandidaten prüfen.\n3. Besonders auf **Exchange + Währung** achten.\n4. Bei gleicher ISIN / mehreren Listings nicht blind den höchsten Score nehmen.\n5. Je Instrument entweder:\n - passenden Kandidaten bestätigen,\n - falsche Kandidaten ablehnen,\n - manuell erfassen,\n - oder später prüfen.\n6. Erst nach manueller Bestätigung:\n - Mapping Alerts auflösen lassen\n - danach frühestens Equity/ETF Preis-/FX-Pilot planen\n\nNoch nicht tun:\n\n- keine Equity/ETF-Preise abrufen\n- keine FX-Werte setzen\n- keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren\n- keine Portfolio-Auswertung mit nicht bestätigten Mappings ernst nehmen"
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"reasoning": "**Figuring out finance response in German**\n\nI need to answer the user in German, but I'm a bit unsure if I need to load a specific skill or configuration. The finance skill seems relevant, but it might be compacted. I wonder if I can use the command terminal for the latest details without needing a tool. The user asked how to open the dashboard, so I might need to check the documentation. I'll verify the commands and search for what I need.",
"reasoning_content": "**Figuring out finance response in German**\n\nI need to answer the user in German, but I'm a bit unsure if I need to load a specific skill or configuration. The finance skill seems relevant, but it might be compacted. I wonder if I can use the command terminal for the latest details without needing a tool. The user asked how to open the dashboard, so I might need to check the documentation. I'll verify the commands and search for what I need.",
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"text": "**Figuring out finance response in German**\n\nI need to answer the user in German, but I'm a bit unsure if I need to load a specific skill or configuration. The finance skill seems relevant, but it might be compacted. I wonder if I can use the command terminal for the latest details without needing a tool. The user asked how to open the dashboard, so I might need to check the documentation. I'll verify the commands and search for what I need."
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from pathlib import Path\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.config.settings import ensure_runtime_dirs, find_repo_root, load_settings\\n 7|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 8|from jarvis_finance.dashboard.pages import PAGES\\n 9|from jarvis_finance.dashboard import data as dashboard_data\\n 10|from jarvis_finance.storage.database import connect\\n 11|from jarvis_finance.storage.migrations import apply_migrations\\n 12|\\n 13|\\n 14|def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n 15| if not db_path.exists():\\n 16| return None\\n 17| conn = connect(db_path)\\n 18| apply_migrations(conn)\\n 19| return conn\\n 20|\\n 21|\\n 22|def create_demo_db(db_path: Path) -> None:\\n 23| db_path.parent.mkdir(parents=True, exist_ok=True)\\n 24| conn = connect(db_path)\\n 25| try:\\n 26| load_synthetic_demo_data(conn)\\n 27| finally:\\n 28| conn.close()\\n 29|\\n 30|\\n 31|def run_app() -> None:\\n 32| import streamlit as st\\n 33|\\n 34| st.set_page_config(page_title=\\\"JARVIS Finance MVP\\\", layout=\\\"wide\\\")\\n 35| st.sidebar.title(\\\"JARVIS Finance\\\")\\n 36| st.sidebar.caption(\\\"MVP: lokal, synthetisch, read-first\\\")\\n 37|\\n 38| try:\\n 39| repo_root = find_repo_root()\\n 40| settings = load_settings(repo_root=repo_root)\\n 41| except Exception as exc:\\n 42| st.error(f\\\"Settings-/Runtime-Ladeprüfung fehlgeschlagen: {exc}\\\")\\n 43| st.info(\\\"Prüfe JARVIS_FINANCE_RUNTIME_DIR. Runtime muss ausserhalb des Repos liegen.\\\")\\n 44| return\\n 45|\\n 46| ensure_runtime_dirs(settings)\\n 47| db_path = settings.db_path\\n 48| conn = safe_connect_existing_db(db_path)\\n 49|\\n 50| if conn is None:\\n 51| st.title(\\\"JARVIS Finance Dashboard\\\")\\n 52| st.error(f\\\"Keine lokale SQLite-DB gefunden: {db_path}\\\")\\n 53| st.info(\\\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\\\")\\n 54| st.caption(\\\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\\\")\\n 55| if st.button(\\\"Synthetische Dummy-DB jetzt erstellen\\\", type=\\\"primary\\\"):\\n 56| create_demo_db(db_path)\\n 57| st.success(\\\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\\\")\\n 58| return\\n 59|\\n 60| try:\\n 61| page_names = [page.PAGE_TITLE for page in PAGES]\\n 62| selected = st.sidebar.radio(\\\"Navigation\\\", page_names, index=0)\\n 63| st.sidebar.write(f\\\"DB: `{db_path}`\\\")\\n 64| safe = dashboard_data.get_safe_mode_status(conn)\\n 65| st.sidebar.info(f\\\"DB-Modus: {safe['db_mode']} | Write Mode: {safe['write_mode']}\\\")\\n 66| st.sidebar.caption(f\\\"Backup: {safe['last_backup_at']}\\\")\\n 67| st.sidebar.warning(\\\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\\\")\\n 68| page = PAGES[page_names.index(selected)]\\n 69| page.render(st, conn)\\n 70| finally:\\n 71| conn.close()\\n 72|\\n 73|\\n 74|if __name__ == \\\"__main__\\\":\\n 75| run_app()\\n 76|\", \"total_lines\": 75, \"file_size\": 2780, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"reasoning": "**Setting up a server**\n\nI’m thinking I might need to start a server for the user, especially since it sounds like they want it to run on Telegram. I should probably check if Streamlit is installed first. It makes sense to use the terminal for that, maybe by trying to import Streamlit with Python. That should help confirm if everything's in place. I want to make sure I provide accurate instructions!",
"reasoning_content": "**Setting up a server**\n\nI’m thinking I might need to start a server for the user, especially since it sounds like they want it to run on Telegram. I should probably check if Streamlit is installed first. It makes sense to use the terminal for that, maybe by trying to import Streamlit with Python. That should help confirm if everything's in place. I want to make sure I provide accurate instructions!",
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"content": "Sir, das Dashboard ist ein **Streamlit Dashboard** im FinanceManager-Repo.\n\n## Öffnen lokal auf der Maschine\n\n```bash\ncd /home/agent/.hermes/repos/FinanceManager\n```\n\nFalls Dashboard-Abhängigkeiten noch fehlen — aktuell ist `streamlit` hier nicht installiert:\n\n```bash\npython -m pip install -e \".[dashboard]\"\n```\n\nDann starten:\n\n```bash\nPYTHONPATH=src streamlit run src/jarvis_finance/dashboard/main.py\n```\n\nDanach im Browser öffnen:\n\n```text\nhttp://localhost:8501\n```\n\n## Wichtige Seite für Mapping Review\n\nLinks in der Streamlit-Sidebar:\n\n```text\nEquity/ETF Manage\n```\n\nDort findest du den Mapping Review mit Ranking, Risk Flags und Candidate-Auswahl.\n\n## Falls du es via SSH/Server öffnest\n\nWenn das Dashboard auf einer entfernten Maschine läuft:\n\n```bash\nPYTHONPATH=src streamlit run src/jarvis_finance/dashboard/main.py --server.address 0.0.0.0\n```\n\nDann im Browser:\n\n```text\nhttp://:8501\n```\n\nOder sauberer per SSH-Portforwarding:\n\n```bash\nssh -L 8501:localhost:8501 @\n```\n\nDann lokal öffnen:\n\n```text\nhttp://localhost:8501\n```\n\nKleiner Sicherheitshinweis, Sir: Das Dashboard nutzt die lokale Runtime-DB außerhalb Git. Bitte keine echten Broker-/ETF-Daten importieren, bis wir den nächsten Safety Gate explizit freigeben.",
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"text": "Sir, das Dashboard ist ein **Streamlit Dashboard** im FinanceManager-Repo.\n\n## Öffnen lokal auf der Maschine\n\n```bash\ncd /home/agent/.hermes/repos/FinanceManager\n```\n\nFalls Dashboard-Abhängigkeiten noch fehlen — aktuell ist `streamlit` hier nicht installiert:\n\n```bash\npython -m pip install -e \".[dashboard]\"\n```\n\nDann starten:\n\n```bash\nPYTHONPATH=src streamlit run src/jarvis_finance/dashboard/main.py\n```\n\nDanach im Browser öffnen:\n\n```text\nhttp://localhost:8501\n```\n\n## Wichtige Seite für Mapping Review\n\nLinks in der Streamlit-Sidebar:\n\n```text\nEquity/ETF Manage\n```\n\nDort findest du den Mapping Review mit Ranking, Risk Flags und Candidate-Auswahl.\n\n## Falls du es via SSH/Server öffnest\n\nWenn das Dashboard auf einer entfernten Maschine läuft:\n\n```bash\nPYTHONPATH=src streamlit run src/jarvis_finance/dashboard/main.py --server.address 0.0.0.0\n```\n\nDann im Browser:\n\n```text\nhttp://:8501\n```\n\nOder sauberer per SSH-Portforwarding:\n\n```bash\nssh -L 8501:localhost:8501 @\n```\n\nDann lokal öffnen:\n\n```text\nhttp://localhost:8501\n```\n\nKleiner Sicherheitshinweis, Sir: Das Dashboard nutzt die lokale Runtime-DB außerhalb Git. Bitte keine echten Broker-/ETF-Daten importieren, bis wir den nächsten Safety Gate explizit freigeben."
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"content": "[M G] Sehr gut. Der aktuelle technische Stand ist akzeptiert.\n\nIch habe das Dashboard jetzt geöffnet und geprüft. Es funktioniert grundsätzlich, ist aber aktuell noch zu stark eine Entwickler-/Admin-Oberfläche: zu viele technische Tabellen, zu viele Formularfelder, zu viele interne IDs und zu wenig klare Zusammenfassung für den täglichen Gebrauch.\n\nBitte starte deshalb jetzt keinen neuen Datenimport und keinen neuen fachlichen Großblock, sondern einen gezielten UI/UX-Refactor des Dashboards.\n\nZiel:\nAus dem aktuellen Entwickler-Dashboard soll ein deutlich besser nutzbares Investment-/Portfolio-Dashboard werden. Technische Details dürfen weiterhin existieren, aber sie sollen in Admin-/Debug-/Data-Quality-Bereiche verschoben werden. Die normale Nutzung soll übersichtlich, interaktiv und entscheidungsorientiert sein.\n\nWichtig:\n\n* Keine echten Daten ins Git-Repo.\n* Keine stillen Mutationen von Beständen.\n* Jede Bestandsänderung bleibt auditierbar.\n* Dashboard liest weiterhin lokale DB/Caches.\n* Keine Live-API-Abfrage bei jedem Seitenreload.\n* Technische Felder standardmäßig ausblenden.\n* Admin-/Debug-Ansichten getrennt halten.\n* Tests, Git-Safety, Commit und Push wie gewohnt.\n\n1. ETF-Status übernehmen\n Ich habe die ETFs überprüft und bestätigt.\n\nBitte:\n\n* bestehende ETF-/Instrument-Mappings als user_confirmed / confirmed markieren, soweit technisch vorhanden\n* Provider-/Mapping-Warnungen für diese bestätigten ETFs nicht mehr prominent auf der normalen Equity/ETF-Übersicht anzeigen\n* Review-Details nur noch im Data Quality Center oder Admin/Review anzeigen\n* bei VTI bzw. den bestätigten ETFs sicherstellen, dass der Provider-Symbol-Status nicht unnötig als ungeklärt dargestellt wird, sofern das Mapping fachlich bestätigt wurde\n* keine echten ETF-Daten ins Git-Repo schreiben\n\n2. Dashboard-Modi einführen: User Mode vs Admin Mode\n Bitte trenne die UI konzeptionell in zwei Modi:\n\nA. User Mode / Alltag\nFür normale Nutzung:\n\n* Command Center\n* Portfolio\n* Crypto\n* Wallets\n* Equities/ETFs\n* Reports\n* Alerts\n\nB. Admin / Review / Debug\nFür technische Kontrolle:\n\n* Import Wizard\n* Manual Review Queue\n* Data Quality Center\n* Audit\n* Ledger\n* Settings\n* Mapping Review\n* technische IDs und Rohdaten\n\nIm User Mode sollen keine internen IDs wie asset_id, wallet_id, instrument_id, dedup_key, candidate_count, provider_symbol_status etc. sichtbar sein, außer über „Details anzeigen“ oder Admin Mode.\n\n3. Sidebar vereinfachen\n Die Navigation ist aktuell zu lang und wirkt unübersichtlich.\n\nBitte vereinfachen oder gruppieren:\n\nHauptnavigation:\n\n* Command Center\n* Portfolio\n* Crypto\n* Wallets\n* Equities/ETFs\n* Watchlist\n* Reports\n\nAdmin / Daten:\n\n* Ledger\n* Audit\n* Alerts\n* Data Quality\n* Import Wizard\n* Settings\n\nFalls Streamlit es sauber zulässt:\n\n* mit Expandern oder Abschnitten arbeiten\n* Admin-Bereich optisch trennen\n* aktuelle Seite klar hervorheben\n\n4. Crypto-Übersichtsseite neu gestalten\n Die Crypto-Seite soll eine echte Übersicht werden, nicht nur eine Rohdatentabelle.\n\nOben sollen Summary Cards angezeigt werden:\n\n* Gesamtwert Crypto in CHF\n* Anzahl Coins\n* Anzahl Wallets mit Bestand\n* Anzahl Holdings\n* Anzahl Coins ohne Preis\n* letzter Preisupdate-Zeitpunkt\n* Data-Quality-Status\n* Button: Preise aktualisieren\n* Button: Crypto-Report erzeugen\n* Button: Coin hinzufügen\n* Button: Wallet verwalten\n\nWichtig:\nIch möchte auf einen Blick die Summe aller Coins sehen, also die Summe aller Einzelwerte in CHF.\n\n5. Crypto Coin-Tabelle: aggregiert nach Coin\n Auf der Crypto-Übersichtsseite sollen Coins primär aggregiert angezeigt werden.\n\nBeispiel:\nWenn 2 ETH auf MetaMask liegen und 2 ETH auf SwissBorg, soll die Coin-Übersicht anzeigen:\n\nEthereum / ETH\nGesamtmenge: 4 ETH\naktueller Kurs CHF\nGesamtwert CHF\nWallets: 2\n\nDie Coin-Tabelle soll im User Mode nur relevante Spalten anzeigen:\n\n* Coin\n* Symbol\n* Gesamtmenge\n* aktueller Kurs CHF\n* Gesamtwert CHF\n* Anteil am Crypto-Portfolio\n* Anzahl Wallets\n* Preisstatus\n* letzter Preisupdate\n* Aktionen\n\nAktionen pro Zeile:\n\n* Details\n* Bestand hinzufügen\n* Korrigieren\n* Transfer\n* Verlauf\n\nBitte\nau\nsblenden im User Mode:\n\n* asset_id\n* wallet_id\n* technische provider fields\n* dedup_key\n* candidate_count\n* Roh-JSON\n* interne source IDs\n\n6. Coin-Details / Drilldown\n Beim Klick auf einen Coin oder über einen Expander soll die Wallet-Aufteilung erscheinen.\n\nBeispiel Detailansicht ETH:\n\n* MetaMask: Menge, Wert CHF, letzter Verify-Zeitpunkt\n* SwissBorg: Menge, Wert CHF, letzter Verify-Zeitpunkt\n* Total: aggregierte Menge und Wert\n\nDiese Detailansicht soll zeigen:\n\n* Wallet\n* Wallet-Typ\n* Menge\n* Wert CHF\n* Anteil am Coin\n* letzter Verification-Zeitpunkt\n* Notiz\n* Aktionen:\n\n * Korrigieren\n * Transfer\n * Entfernen/auf 0 setzen\n * Audit anzeigen\n\n7. Wallet-Seite neu gestalten\n Die Wallet-Seite soll nicht nur eine Tabelle sein, sondern Bestände je Wallet bewirtschaftbar machen.\n\nOben:\n\n* Anzahl Wallets\n* Gesamtwert über alle Wallets\n* Wallets mit fehlender Verifikation\n* Button: Neues Wallet eröffnen\n\nPro Wallet:\n\n* Wallet-Name\n* Wallet-Typ: Exchange, DeFi, Software Wallet, Hardware Wallet, Bank/Broker\n* Provider\n* Gesamtwert CHF\n* Anzahl Coins\n* letzter Verify-Zeitpunkt\n* Status active/inactive\n\nBei Klick/Expander:\n\n* Coins in diesem Wallet\n* Menge je Coin\n* Wert je Coin\n* Preisstatus\n* Aktionen:\n\n * Coin in Wallet hinzufügen\n * Bestand korrigieren\n * Transfer aus Wallet\n * Wallet verifizieren\n * Wallet deaktivieren\n\n8. Neues Wallet eröffnen\n Bitte in der Wallet-Verwaltung eine klare Funktion „Neues Wallet“ einbauen.\n\nFormular:\n\n* Wallet-Name\n* Wallet-Typ\n* Provider\n* Chain/Network optional\n* Notiz optional\n* active/inactive\n* keine Wallet-Adresse als Pflichtfeld\n\nNach dem Erstellen:\n\n* Audit-Log\n* Wallet erscheint in Wallet-Seite\n* danach kann man Bestände diesem Wallet hinzufügen\n\n9. Bestände in Wallets bewirtschaften\n Bitte die Crypto Manage UI stärker praxisnah machen.\n\nNicht zehn technische Tabs nebeneinander, sondern klare Aktionen:\n\n* Coin hinzufügen\n* Bestand korrigieren\n* Transfer zwischen Wallets\n* Coin entfernen / Bestand auf 0 setzen\n* Neues Wallet\n* Verlauf / Audit\n\nFür „Coin hinzufügen“:\n\n* Coin suchen / Coin manuell erfassen\n* CoinGecko-ID auswählen oder bestätigen\n* Wallet auswählen\n* Menge eingeben\n* Datum\n* Typ: Initial Snapshot Addition oder Manual Adjustment\n* Notiz\n* Review-Zusammenfassung\n* Bestätigung\n\nFür „Bestand korrigieren“:\n\n* Coin auswählen\n* Wallet auswählen\n* aktuelle Menge anzeigen\n* neue Menge eingeben\n* Differenz anzeigen\n* Notiz Pflicht\n* Speichern als manual_adjustment\n* Audit-Log mit old_values/new_values\n\nFür „Transfer“:\n\n* Coin auswählen\n* von Wallet\n* zu Wallet\n* Menge\n* Fee optional\n* Datum\n* Notiz optional\n* Bestätigung\n* Audit-Log\n\nFür „Coin entfernen“:\n\n* nicht löschen\n* Bestand auf 0 setzen via manual_adjustment\n* Notiz Pflicht\n* klare Warnung\n* Audit-Log\n\n10. Tabellen nutzerfreundlich machen\n Bitte Tabellen im User Mode formatieren:\n\nCrypto:\n\n* Mengen mit sinnvoller Präzision, aber nicht unnötig abgeschnitten\n* CHF-Werte als CHF formatiert\n* Prozentanteile als %\n* Preisstatus als Badge/Text: fresh / stale / missing\n* keine wissenschaftliche Notation\n* Spaltenbreiten sinnvoll\n* sortiert standardmäßig nach Gesamtwert CHF absteigend\n\nEquity/ETF:\n\n* Name\n* Ticker\n* ISIN\n* Depot\n* Menge\n* Marktwert CHF\n* P&L CHF, falls vorhanden\n* Preisstatus\n* Mappingstatus nur wenn problematisch\n\n11. Dashboard-Startseite / Command Center verbessern\n Command Center soll nicht technische Rohdaten zeigen, sondern eine Tagesübersicht.\n\nBitte oben:\n\n* Gesamtportfolio CHF\n* Crypto Gesamtwert CHF\n* Aktien/ETF Gesamtwert CHF\n* Cash CHF\n* Anzahl kritischer Alerts\n* Datenqualitätsstatus\n* letzter Preisupdate-Zeitpunkt\n\nDarunter:\n\n* wichtigste Warnungen\n* Top Crypto Positionen\n* Top ETF/Aktien Positionen\n* offene manuelle Reviews\n* Button: Preise aktualisieren\n* Button: Report erzeugen\n\n12. Referenzideen übernehmen\n Bitte nutze die verlinkten Crypto-Dashboard-/Spreadsheet-Ideen nur als Inspiration, nicht als Kopie.\n\nWichtige übernehmbare Muster:\n\n* Portfolio Overview\n* Holdings Distribution\n* Coin Summary Table\n* Asset Detail / Single Coin Analysis\n* Wallet-/Coin-Verteilung\n* lokale\nDatenhoheit\n* Preisupdate nicht bei jedem Reload\n* Historie/Audit statt stiller Änderungen\n\n13. Keine Scheingenauigkeit\n Wenn Preise fehlen:\n\n* Gesamtwert nur mit Warnung anzeigen\n* fehlende Coins klar markieren\n* nicht still mit 0 bewerten, außer explizit als „nicht bewertet“ gekennzeichnet\n* Summary Card: „Coins ohne Preis“\n* Report Data Quality: warning\n\n14. Tests\n Bitte Tests ergänzen für:\n\n* Crypto Summary Cards berechnen Gesamtwert CHF korrekt\n* Coin-Tabelle aggregiert gleiche Coins über mehrere Wallets\n* Beispiel: 2 Wallets mit ETH ergeben eine aggregierte ETH-Zeile\n* Wallet-Detail zeigt Bestände pro Wallet\n* User Mode blendet technische IDs aus\n* Admin Mode kann technische Details anzeigen\n* neues Wallet erzeugt Audit-Log\n* Wallet-Bestand hinzufügen erzeugt Audit-Log\n* Korrektur überschreibt Holding nicht direkt\n* Transfer verschiebt Menge zwischen Wallets\n* Coin entfernen setzt Bestand auditierbar auf 0\n* Dashboard rendert ohne Live-API\n* Decimal-Mengen bleiben korrekt formatiert\n* Git-Safety bleibt sauber\n\n15. Ablauf\n Bitte zuerst nur UI/UX-Refactor und User-Mode-Readmodels bauen.\n\nDanach:\n\n* Compile\n* pytest\n* Git-Safety\n* Commit\n* Push\n\nBitte berichten:\n\n* welche Seiten verbessert wurden\n* welche technischen Felder im User Mode ausgeblendet wurden\n* ob Crypto Summary Cards vorhanden sind\n* ob Coin-Aggregation über Wallets funktioniert\n* ob Wallet-Management verbessert wurde\n* ob ETF-Review-Warnungen für bestätigte ETFs verschwunden sind\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Risiken\n\nWichtig:\nDas Ziel ist jetzt nicht mehr „noch mehr Funktionen“, sondern ein Dashboard, das ich wirklich bedienen kann. Der Entwickler-/Admin-Modus darf bleiben, aber die Standardansicht muss sauber, ruhig, verständlich und interaktiv sein."
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-single-coin-runtime-test.md` for controlled one-coin productive runtime tests and the coin-vs-holding ambiguity guard, `references/multi-wallet-crypto-and-equity-manage-ui.md` for approved multi-wallet single-coin snapshots, SQLite Decimal/TEXT affinity pitfalls, and synthetic-first Equity/ETF Manage UI patterns, `references/crypto-price-refresh-and-idempotent-btc-runtime.md` for robust batch price refresh and re-run-safe BTC/single-coin runtime checks, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `references/mvp-crypto-manual-management-ui.md` for audited dashboard add/correct/remove crypto holding workflows after an initial snapshot, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules, `references/github-token-push-from-drive.md` for the safe Google-Drive-token push workflow when local FinanceManager commits are ahead of GitHub, `references/runtime-backup-and-broker-mapping.md` for runtime DB backup/restore hardening plus PostFinance/True Wealth/Raiffeisen structural mapping/dry-run rules, `references/import-wizard-mapping-layer.md` for the Phase B1 import wizard, instrument/account mapping, review queue, data-quality and read-only safety pattern, `references/broker-parser-dry-run-pipeline.md` for the Phase B2 synthetic broker parser, dry-run, runtime review-item and UI quality-flag pipeline, `references/controlled-real-broker-dry-run.md` for the Phase B3 controlled real-file dry-run pattern with backup, aggregate-only reporting, runtime-only review items, and no productive position writes, and `references/broker-review-queue-hardening.md` for Phase B4 manual review queue filters, auditable mapping actions, import-readiness gating, dry-run session management, and Data Quality Center hardening without productive portfolio writes, and `references/guided-manual-review-pilot.md` for Phase B5 small-scope runtime metadata pilots that move selected review items to `ready_for_import` without productive imports, `references/broker-import-execution-plan-mini-import.md` for Phase B6 final dry-run execution plans plus exactly-one productive broker mini-import, `references/broker-mini-import-regression-and-corrections.md` for post-mini-import regression, void/correction workflows, backup/restore checks, and one-at-a-time follow-up imports, and `references/broker-mini-import-completion-and-dq-consolidation.md` for completing the last ready True-Wealth mini-import plus active-vs-resolved Data Quality alert consolidation, `references/equity-fx-market-data-phase-c.md` for the local FX/market-data foundation after broker mini-imports and before broader Equity/ETF valuation/imports, and `references/true-wealth-valuation-pilot-c2.md` for the True-Wealth valuation pilot safeguards around hedge metadata, provider mappings, historical FX failures, timestamp alignment, corporate-action flags, and aggregate-only runtime reporting, `references/true-wealth-mapping-candidate-review-c3.md` for the controlled mapping-candidate review pattern before any productive Equity/ETF price or FX valuation, `references/instrument-catalog-manual-add-workflow.md` for the general Instrument Catalog + dashboard manual-add workflow that must underpin future Equity/ETF/Crypto adds, and `references/public-instrument-lookup-candidate-generator.md` for runtime-only public metadata lookups, candidate review packs, alert dedupe, and no-auto-selection rules, and `references/mapping-candidate-ranking-decision-pack.md` for ranking raw candidates into a manual-review decision aid, Data Quality alerts, confirmation workflow, and migration pitfalls. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- For broker/bank imports (PostFinance, True Wealth, Raiffeisen), build the safe review layer before productive imports: Import Wizard, instrument mappings, platform/account mappings, dry-run summaries, Manual Review Queue, Data Quality Center and visible read-only/write-enabled state. Follow `references/import-wizard-mapping-layer.md`. When wiring parser output into the wizard, use the synthetic-first parser/dry-run/review-item pipeline in `references/broker-parser-dry-run-pipeline.md`. After explicit approval for real-file dry-runs, follow `references/controlled-real-broker-dry-run.md`: preflight, verified runtime backup, temp-only file handling, aggregate-only reporting, runtime-only review items, and verification that productive positions/ledger rows stayed unchanged. When the user asks to make real dry-run results manually editable, follow `references/broker-review-queue-hardening.md`: add filters/detail views, auditable review-metadata actions, per-item/session import-readiness status, dry-run session management, and Data Quality Center counts while keeping productive portfolio writes disabled. For a guided manual-review pilot on real runtime items, follow `references/guided-manual-review-pilot.md`: select 1–3 clear ETF/equity items (prefer True Wealth), write only audited review metadata, correct only presence booleans if needed, derive `ready_for_import` via readiness logic, and verify productive tables remain unchanged. Before the first productive broker position import, follow `references/broker-import-execution-plan-mini-import.md`: create runtime-only execution plans from the ready review items, validate exact Decimal-text payloads from the runtime source, preserve missing FX/cost-basis quality flags, then import exactly one ledger `initial_position_snapshot` after a verified backup; do not write `positions_snapshot` as the source of truth. After the first mini-import and before broader imports, follow `references/broker-mini-import-regression-and-corrections.md`: verify import links/audit/Decimal handling/re-import blocking, add or test safe void/correction flows, run backup/restore-to-test-DB regression, and only then optionally import one more ready plan. When the user approves finishing a remaining small set, follow `references/broker-mini-import-completion-and-dq-consolidation.md`: first disambiguate active vs resolved stale crypto alerts with `check-data-quality --scope crypto --resolve-fixed`, then import exactly one remaining ready execution plan after backup/verify, and consolidate Review Queue/Data Quality counts without exposing values.\\n- Do not pivot into later analytics modules while the user has asked for import/mapping hardening. Monte Carlo, backtesting, rebalancing, scores, heatmaps and projections are later phases unless explicitly re-authorized.\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\n- Manual dashboard additions/corrections/removals after an initial snapshot must follow `references/mvp-crypto-manual-management-ui.md`: no silent `crypto_holdings` mutation, explicit confirmation, mandatory notes for adjustments/removals, audit-log entries with old/new values, Decimal/TEXT quantity handling, no negative holdings, and no live API lookup during render.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- For Equity/ETF FX and market-data hardening after broker mini-imports, follow `references/equity-fx-market-data-phase-c.md`: validate active `missing_fx` alerts by original transaction currency first, correct only CHF false positives with audit, keep foreign-currency missing-FX alerts active until local historical rates exist, use ISIN as instrument identity and provider symbols only as market-data mappings, and run market-price providers only from explicit CLI/scheduled jobs.\\n- For the True-Wealth valuation pilot, follow `references/true-wealth-valuation-pilot-c2.md`: do not import more positions, do not guess provider symbols or hedge status, extend instrument metadata for currency hedging/status/valuation policy/corporate-action state, handle historical-FX paywalls as `manual_override_required` without crashing, align price/FX timestamps before claiming valuation precision, and report only aggregate runtime counts.\\n- For True-Wealth mapping-candidate review after the valuation pilot, follow `references/true-wealth-mapping-candidate-review-c3.md`: create runtime-only provider-symbol candidates keyed by ISIN/instrument, keep name-only or ticker-without-exchange candidates review-required, mark multiple candidates `needs_manual_review`, do not auto-select final mappings on ambiguity, keep hedge/instrument status unknown until confirmed, and ensure market-price dry runs call no provider when there are zero confirmed mappings. For public metadata lookup implementation details, provider result caps, OpenFIGI/Yahoo evidence handling, alert dedupe, runtime-only review templates, and UI/test requirements, use `references/public-instrument-lookup-candidate-generator.md`. For ranking/scoring candidates, generating a runtime-only user decision pack, surfacing `candidate_review_required` and same-ISIN multiple-listing risks, and confirming/rejecting candidates with audit logs, use `references/mapping-candidate-ranking-decision-pack.md`.\\n- For the broader Instrument Catalog + manual-add workflow, follow `references/instrument-catalog-manual-add-workflow.md`: documents/import files are initial-population aids, but the dashboard must allow audited manual add of equities/ETFs and later coins via search, candidate selection, account/wallet selection, Decimal/Text quantity, date, cost-basis/snapshot info and notes. ISIN is primary for equities/ETFs but can have multiple listings; ticker/symbol alone is never unique; provider symbols are market-data mappings only; CoinGecko ID is primary for crypto provider identity. External lookups may use only non-confidential instrument metadata and must never send quantities, balances, account/wallet IDs, cost basis, private notes or source documents.\\n- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\n- Crypto price refresh belongs in CLI/scheduled-job commands, not dashboard/report rendering. Prefer CoinGecko batch requests over per-coin requests; expose conservative controls (`--sleep-seconds`, `--max-retries`, `--initial-backoff`, `--max-backoff`, `--only-missing`, `--only-stale`, `--only-symbol`, `--limit`, `--dry-run`, `--currency`). Commands should use aggregate-only output (`total_assets/updated/cached/skipped/stale/warnings/errors/assets_still_missing_local_price`), cache by configurable `max_age_seconds`, store exact Decimal prices as TEXT in `crypto_prices`, and verify dashboard/report contexts read local prices with `live_api_calls=False`. For details and tests see `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage. For multi-wallet real-data snapshots and Equity/ETF ledger fields, also see `references/multi-wallet-crypto-and-equity-manage-ui.md`; SQLite `NUMERIC` affinity can coerce Decimal-looking text to `real`, so schema/migrations should use `TEXT` for exact quantities, FX rates, original amounts and CHF equivalents where precision matters.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\n\\nBefore broader productive imports, implement or verify the runtime backup loop in `references/runtime-backup-and-broker-mapping.md`: backup outside Git, SHA256 verification, restore requiring explicit confirmation, tests for backup/restore/checksum, and Git-safety coverage that blocks backup artifacts in the repo. For PostFinance/True Wealth/Raiffeisen, perform structural mapping and dry-runs only until the user approves import; report aggregate counts/field coverage/quality flags only, never real values or raw rows.\\n\\n## Common pitfalls\\n\\n- Starting later analytics (Monte Carlo, backtesting, rebalancing, scoring, heatmaps, projections) while import/mapping/data-quality phases are still being hardened or while the user explicitly asked to postpone them.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- In broker/bank real-file dry-runs, aggregating Data Quality flags only for `review_status='open'`. Blocked review items are still actionable data-quality issues; include `open` and `blocked` so defensive Raiffeisen aggregate-only rows remain visible.\\n- Letting manual review actions blur into productive import actions. Review-metadata writes (ISIN/ticker/exchange/account/instrument confirmations, ignore/resolve, dry-run archive/current status) may be allowed with audit logs, but they must not write `positions_snapshot`, `transactions`, `cash_balances`, ledger rows, or cash snapshots. Name-only mapping must never become `mapped`/`ready_for_import`; ticker-only without exchange remains review-needed; `aggregate_only` remains blocked for instrument import. In guided pilots, do not force `ready_for_import` by direct status edits; let readiness logic derive it after audited metadata actions, and if parser presence flags were missed, correct only boolean presence metadata with an audit event, never actual quantities/values.\\n- Skipping the execution-plan layer between ready review items and productive broker imports. A final dry-run should materialize runtime-only execution plans with source row hash, target IDs, exact Decimal-text payload summary, quality flags and planned write status. Productive mini-imports should consume exactly one planned ready payload, write exactly one ledger `initial_position_snapshot`, mark that plan/review item imported, leave the other ready plans untouched, and verify zero direct `positions_snapshot`/cash writes. After the first productive mini-import, do not proceed straight to mass import: run regression checks, implement/test void and correction audit paths, verify backup/restore to a separate test DB, and import at most one additional ready plan. When later completing the final ready plan, first resolve Data Quality alert ambiguity by counting only active alerts (`status='active'`) and treating resolved rows as history; then import exactly one plan and consolidate counts. See `references/broker-import-execution-plan-mini-import.md`, `references/broker-mini-import-regression-and-corrections.md`, and `references/broker-mini-import-completion-and-dq-consolidation.md`.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating every active `missing_fx` alert after a broker mini-import as a bug. First aggregate by original currency: CHF rows may be false positives (`fx=1`, `not_needed`, resolve with audit), but foreign-currency rows without local historical FX should remain active and block precise CHF valuation until rates are populated.\\n- Auto-mapping Equity/ETF market prices by instrument name or ticker alone. ISIN is the instrument identity, but one ISIN can have multiple listings across exchange/currency, so even ISIN matches may need candidate selection. Provider symbols are separate market-data mappings, ticker without exchange is review-needed, and missing provider symbols should create deduplicated Data Quality alerts rather than triggering provider guesses. For mapping-candidate phases, candidate creation is allowed in the runtime DB, but final selection must remain manual/audited unless the user explicitly approves and the match is unambiguous. Public lookup endpoints can return dozens of listings; cap result sets, dedupe active mapping alerts by rule/entity, and do not treat search-fallback results as ISIN-confirmed unless the provider response supplies ISIN evidence.\\n- Designing future portfolio entry as import-file-only. Imports/documents are for initial population and existing holdings; the system must also support dashboard manual add/search workflows with audited ledger writes, explicit candidate selection, Decimal/Text quantities, required notes where history is incomplete, and no silent overwrites. See `references/instrument-catalog-manual-add-workflow.md`.\\n- Letting an Equity/ETF market-price dry run call providers when no confirmed mappings exist. The safe outcome is `total_mappings=0`, no provider calls, and aggregate reporting only.\\n- For valuation pilots on historical broker snapshots, treating a computable current market value as a clean performance result. `snapshot_only`, `cost_basis_uncertain`, missing hedge confirmation, missing historical FX, stale price/FX timestamp alignment, or suspected corporate actions must keep valuation `partially_valuable` or suppress precise Total Return until reviewed.\\n- Inferring CHF-hedged ETF behavior from the name alone. Hedge status is methodology-critical: unknown status should create a warning/review item; confirmed CHF hedging must prevent naive free FX-PnL attribution.\\n- Crashing or blocking on historical-FX provider paywalls. Persist `manual_override_required`, create deduplicated alerts, keep the flow moving, and require a noted audited manual override instead of guessing latest FX.\\n- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- In controlled one-coin runtime tests from a real XLSX, distinguish **one coin/asset** from **one holding/wallet row**. A coin may be split across multiple wallet columns; if the user required an unambiguous target wallet or one holding, stop and ask rather than choosing a wallet silently. If the user explicitly approves multi-wallet import for that coin, import exactly one asset plus one audited holding per non-empty approved wallet cell; verify aggregate counts only. If re-running a BTC/single-coin test finds the exact approved asset and holdings already present, do not import duplicates; perform the aggregate-only idempotency checks and report that asset/holding counts did not increase because duplicate prevention succeeded. See `references/crypto-single-coin-runtime-test.md`, `references/multi-wallet-crypto-and-equity-manage-ui.md`, and `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch -- `, then separately verify whether the test matrix actually covers the promised cases.\\n- Adding broad Git-safety tests that only assert `len(findings) >= N`; prefer explicit assertions for token filename, PAT patterns, private keys, CSV/JSON path policy, runtime/data directories, allowed synthetic paths, `config.example/`, and normal `src/` false-positive protection.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/crypto-single-coin-runtime-test.md\", \"references/guided-manual-review-pilot.md\", \"references/multi-wallet-crypto-and-equity-manage-ui.md\", \"references/mvp-crypto-report-export.md\", \"references/broker-review-queue-hardening.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/broker-mini-import-completion-and-dq-consolidation.md\", \"references/broker-parser-dry-run-pipeline.md\", \"references/crypto-xlsx-initial-snapshot-dry-run.md\", \"references/crypto-price-refresh-and-idempotent-btc-runtime.md\", \"references/spec-v0.3-decisions.md\", \"references/runtime-backup-and-broker-mapping.md\", \"references/controlled-real-broker-dry-run.md\", \"references/broker-mini-import-regression-and-corrections.md\", \"references/equity-fx-market-data-phase-c.md\", \"references/true-wealth-valuation-pilot-c2.md\", \"references/mvp-market-import-safety-hardening.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/mapping-candidate-ranking-decision-pack.md\", \"references/import-wizard-mapping-layer.md\", \"references/crypto-runtime-db-consistency-verification.md\", \"references/github-token-push-from-drive.md\", \"references/instrument-catalog-manual-add-workflow.md\", \"references/broker-import-execution-plan-mini-import.md\", \"references/mvp-streamlit-dashboard.md\", \"references/spec-v0.4.1-corrections.md\", \"references/mvp-crypto-wallet-ledger.md\", \"references/true-wealth-mapping-candidate-review-c3.md\", \"references/mvp-safety-gate-implementation.md\", \"references/public-instrument-lookup-candidate-generator.md\", \"references/crypto-xlsx-initial-snapshot-production-import.md\", \"references/spec-v0.5-repo-blueprint.md\", \"references/spec-v0.2-decisions.md\", \"references/mvp-crypto-manual-management-ui.md\", \"references/mvp-ledger-cash-wac-positions.md\", \"references/git-safety-verification-coverage.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"]}}}",
"tool_call_id": "call_uL8WZmMCVB533ZP52K5uL6mn"
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"role": "tool",
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"content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [testing, tdd, development, quality, red-green-refactor]\\n related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n attempts = 0\\n def operation():\\n nonlocal attempts\\n attempts += 1\\n if attempts < 3:\\n raise Exception('fail')\\n return 'success'\\n\\n result = retry_operation(operation)\\n\\n assert result == 'success'\\n assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n mock = MagicMock()\\n mock.side_effect = [Exception(), Exception(), 'success']\\n result = retry_operation(mock)\\n assert result == 'success' # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n return a + b # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n result = a + b\\n logging.info(f\\\"Adding {a} + {b} = {result}\\\") # Extra!\\n return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Implement [feature] using strict TDD\\\",\\n context=\\\"\\\"\\\"\\n Follow test-driven-development skill:\\n 1. Write failing test FIRST\\n 2. Run test to verify it fails\\n 3. Write minimal code to pass\\n 4. Run test to verify it passes\\n 5. Refactor if needed\\n 6. Commit\\n\\n Project test command: pytest tests/ -q\\n Project structure: [describe relevant files]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.\\n\\nNever fix bugs without a test.\\n\\n## Testing Anti-Patterns\\n\\n- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test\\n- **Testing implementation details** — test behavior/results, not internal method calls\\n- **Happy path only** — always test edge cases, errors, and boundaries\\n- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them\\n\\n## Final Rule\\n\\n```\\nProduction code → test exists and failed first\\nOtherwise → not TDD\\n```\\n\\nNo exceptions without the user's explicit permission.\\n\", \"path\": \"software-development/test-driven-development/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/test-driven-development\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"]}}}",
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Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/mvp-streamlit-dashboard.md\", \"content\": \"# MVP Streamlit Dashboard Pattern\\n\\nUse this reference for the first local dashboard block of the JARVIS Finance System.\\n\\n## Scope\\n\\nBuild a safe, local, read-first Streamlit MVP over a local SQLite database with synthetic data only.\\n\\nRequired pages for the v0.5 shell:\\n\\n- Command Center\\n- Portfolio\\n- Platforms\\n- Equities/ETFs\\n- Crypto\\n- Wallets\\n- Ledger\\n- Watchlist\\n- Reports\\n- Alerts\\n- Audit\\n- Settings/Data Quality\\n\\n## Safety rules\\n\\n- Never import real finance files, portfolio exports, wallet files, wallet addresses, secrets, runtime data, DBs, reports, or cache files into the repo.\\n- Do not call market-data providers from dashboard page render functions.\\n- CoinGecko/current crypto prices shown in the dashboard must come only from local DB/cache tables.\\n- If no DB exists, show a clear error and an explicit action/hint for creating a synthetic demo DB; do not automatically create or mutate real data.\\n- Runtime paths must remain outside the repo; keep a test that blocks in-repo runtime configuration.\\n- Alert lifecycle mutations (`acknowledge`, `resolve`, `mute`) should remain read-only in the first MVP unless explicit mutation code and tests exist.\\n\\n## Implementation pattern\\n\\n- Keep `dashboard/main.py` thin: load settings, validate runtime, connect to an existing SQLite DB, show navigation, dispatch to page modules.\\n- Put all SQL/derived read models in a separate dashboard data module so they can be unit-tested without Streamlit.\\n- Use simple page modules with a `PAGE_TITLE` and `render(st, conn)` signature.\\n- Use a tiny fake Streamlit object in tests for page smoke rendering; avoid requiring Streamlit to be installed for unit tests.\\n- Use Python `Decimal` for crypto quantities/prices and format via `format(value, \\\"f\\\")`; never format crypto amounts through float.\\n- Tables are enough for MVP. Prefer correctness, clear status/warnings, and data truth over polished UI.\\n\\n## Demo data pattern\\n\\n- Seed demo DB only by explicit user action or test helper.\\n- Use `tests/fixtures/` and domain APIs for synthetic records if importers are stricter than legacy fixtures.\\n- Store synthetic crypto prices in local DB/cache with provider metadata such as `synthetic-cache`.\\n- Add synthetic audit and alert records so Audit/Alerts pages can be exercised.\\n\\n## Minimum tests\\n\\n- Dashboard modules import and selected page modules smoke-render.\\n- Dashboard reader functions return expected synthetic data.\\n- Crypto page render does not call CoinGecko/API provider methods.\\n- Decimal crypto quantities preserve exact text formatting and avoid scientific notation.\\n- Alert lifecycle fields load readably (`status`, `priority`, `occurrence_count`, `last_seen_at`, `fingerprint`, `dedup_key`).\\n- Runtime path inside repo remains blocked.\\n\\n## Verification sequence\\n\\nRun from repo root before committing/pushing:\\n\\n```bash\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -exec rm -rf {} +\\nPYTHONPATH=src python -m compileall src tests\\nPYTHONPATH=src pytest tests -q\\nfind . -type d \\\\( -name __pycache__ -o -name .pytest_cache \\\\) -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\\n```\\n\\nImportant: `pytest` may recreate `.pytest_cache`; remove it before Git-safety because the finance Git-safety scanner intentionally blocks runtime/cache files.\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/mvp-crypto-manual-management-ui.md\", \"content\": \"# MVP Crypto Manual Management UI\\n\\nSession learning from implementing the manual Crypto Manage dashboard block after the productive safe-subset crypto initial snapshot.\\n\\n## Trigger\\n\\nUse this reference when adding or reviewing dashboard features that let the user manually add, correct, or remove crypto holdings after an initial snapshot.\\n\\n## Required pattern\\n\\n- Do not mutate `crypto_holdings` silently from the UI.\\n- Model manual changes as one of:\\n - `initial_snapshot_addition` for a missing initial holding, only if the wallet+asset holding does not already exist.\\n - `manual_adjustment` transaction/event for corrections, reductions, and zeroing out a balance.\\n - future dedicated `crypto_buy`/sell/transfer workflows when ledger/cash integration is present.\\n- Always require explicit confirmation before writing.\\n- Require a non-empty note for `manual_adjustment` and all removal/reduction flows.\\n- Write an audit-log entry for every confirmed change, including `old_values` and `new_values` for corrections.\\n- Preserve history; zeroing a holding is a transaction/adjustment, not a row delete.\\n- Calculate holdings from initial snapshots plus crypto transactions, including `manual_adjustment` deltas.\\n- Keep quantities as exact `Decimal` strings/TEXT. Never parse through float; format writes with `format(decimal, \\\"f\\\")`.\\n- Block negative resulting wallet balances.\\n\\n## CoinGecko/manual mapping rules\\n\\n- Symbol alone is never automatically unique.\\n- Let the user manually supply/select CoinGecko ID, but allow saving without one only with a warning/quality alert.\\n- Missing or uncertain CoinGecko mapping should create a data-quality alert.\\n- Dashboard render must not perform live CoinGecko/API search. Prepare later cache/provider-backed search separately.\\n\\n## UI safety checklist\\n\\n- Show a review summary before save.\\n- Save only after explicit confirmation checkbox/button.\\n- No batch/mass updates without a separate review workflow.\\n- Clear validation errors: wallet required, coin name required, symbol required, date required, quantity > 0 for additions/reductions, new quantity >= 0 for corrections.\\n- After successful save, show only IDs/status/warnings or refreshed local read-model; avoid echoing real quantities/values into chat/logs.\\n- Provide a dashboard-visible manual-review/reminder list for skipped/unsafe coins, but do not auto-import them.\\n\\n## Test checklist\\n\\n- Add initial snapshot addition.\\n- Add coin with CoinGecko ID.\\n- Add coin without CoinGecko ID creates warning/alert.\\n- Decimal precision such as `0.00000001` remains exact text.\\n- Manual adjustment with note succeeds.\\n- Manual adjustment without note fails.\\n- Reduce/zero holding preserves row/history rather than deleting.\\n- Negative resulting holding is rejected.\\n- Every confirmed change has audit log.\\n- Corrections record `old_values` and `new_values`.\\n- Dashboard modules import/render without live API calls.\\n- Compile, full pytest, Git-safety, git status before commit/push.\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/multi-wallet-crypto-and-equity-manage-ui.md\", \"content\": \"# Multi-wallet crypto snapshots and Equity/ETF manage UI pattern\\n\\nUse this reference when a controlled real-data crypto test reveals that one coin is spread across multiple wallet columns, or when extending the FinanceManager dashboard with manual stock/ETF management.\\n\\n## Multi-wallet crypto initial snapshot\\n\\nWhen importing a real XLSX snapshot for a single approved coin (for example BTC):\\n\\n1. Treat **one coin** and **one holding** as different scopes. A coin may have multiple non-empty wallet columns.\\n2. If the user approves multi-wallet import, create/control exactly one `crypto_assets` row for the coin and one `crypto_holdings` row per non-empty wallet cell.\\n3. Preconditions before writing:\\n - Runtime DB path is outside the repo.\\n - Git status is clean and safety scan passes.\\n - The asset is absent or matches the approved `coin_name`, `symbol`, `coingecko_id`, and mapping status.\\n - Every non-empty wallet quantity parses with `Decimal` from text; never via float.\\n - No existing `asset_id + wallet_id` holding exists for the approved coin/wallet pair.\\n - Legacy CHF/snapshot values are ignored unless explicitly approved for provenance fields.\\n4. Write only the approved coin. Do not import neighboring coins from the same XLSX.\\n5. Create holding-level audit-log entries for every wallet holding. If the codebase has import sessions/history traces, verify those too.\\n6. Post-write verification must be aggregate-only in chat:\\n - Approved asset exists.\\n - Holding count equals the number of non-empty approved wallet cells.\\n - No duplicate `asset_id + wallet_id` holdings.\\n - Quantity columns are stored as SQLite `text`/Decimal strings.\\n - Audit logs exist for each holding.\\n - Crypto read model and report context include the approved coin.\\n - Git-safety OK and Git status clean.\\n7. Never print real quantities, values, wallet addresses, raw rows, or source file contents in chat.\\n\\n## SQLite Decimal storage pitfall\\n\\nSQLite `NUMERIC` affinity may return inserted Decimal-looking text as `real`, especially for crypto/equity quantities and FX fields. For Decimal-sensitive finance data:\\n\\n- Define quantity/price/fee/valuation/FX columns as `TEXT` where exactness matters.\\n- Format writes with `format(Decimal(value), \\\"f\\\")`.\\n- Add/verify migrations that rebuild existing tables to TEXT affinity when needed.\\n- Tests should assert both domain value preservation and `typeof(column) == 'text'` for representative rows.\\n\\nThis applies not only to crypto quantities but also to stock/ETF ledger transaction quantities, FX rates, original amounts, and CHF equivalents.\\n\\n## Equity/ETF manual management UI pattern\\n\\nFor a synthetic-first manual stock/ETF management page analogous to Crypto Manage:\\n\\n- Use ISIN as primary identification; ticker/exchange are optional helper fields.\\n- Do not import real PostFinance/TrueWealth/Raiffeisen files in the UI task unless separately approved.\\n- Store initial holdings as explicit `initial_position_snapshot`, not fake buys.\\n- Require confirmation before each write.\\n- Require notes for incomplete-history snapshots and manual adjustments.\\n- Support transaction types: `buy`, `partial_sell`, `full_sell`, `dividend`, `etf_distribution`, `fee`, `manual_adjustment`.\\n- Expose partial sell and full sell as distinct UI actions/tabs; a full sell must match the exact current position quantity and leave the position at zero.\\n- Store original currency and FX-to-CHF data; if FX is missing, persist `fx_status=missing` and create/return a data-quality warning rather than inventing CHF values.\\n- Dividends/distributions must not change position quantity.\\n- Sells must not make positions negative; full sell should match the full current quantity.\\n- Every write must create an audit-log entry.\\n- Keep dashboard render local/read-first; no market-data API calls during page render.\\n\\n## Verification checklist\\n\\n- Run targeted tests first, then full test suite.\\n- Compile all source/tests.\\n- Remove generated caches before safety scan.\\n- Run Git-safety before staging/push and after runtime-data operations.\\n- Use aggregate-only status reporting for real financial data.\\n\", \"file_type\": \".md\"}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from . import page_00_command_center\\n 4|from . import page_01_portfolio\\n 5|from . import page_02_platforms\\n 6|from . import page_03_equities_etfs\\n 7|from . import page_04_crypto\\n 8|from . import page_05_wallets\\n 9|from . import page_06_ledger\\n 10|from . import page_07_watchlist\\n 11|from . import page_08_reports\\n 12|from . import page_09_alerts\\n 13|from . import page_10_audit\\n 14|from . import page_11_settings_data_quality\\n 15|from . import page_12_crypto_manage\\n 16|from . import page_13_equity_manage\\n 17|from . import page_14_import_wizard\\n 18|from . import page_15_manual_review_queue\\n 19|from . import page_16_data_quality_center\\n 20|\\n 21|PAGES = [\\n 22| page_00_command_center,\\n 23| page_01_portfolio,\\n 24| page_02_platforms,\\n 25| page_03_equities_etfs,\\n 26| page_04_crypto,\\n 27| page_05_wallets,\\n 28| page_06_ledger,\\n 29| page_07_watchlist,\\n 30| page_08_reports,\\n 31| page_09_alerts,\\n 32| page_10_audit,\\n 33| page_11_settings_data_quality,\\n 34| page_12_crypto_manage,\\n 35| page_13_equity_manage,\\n 36| page_14_import_wizard,\\n 37| page_15_manual_review_queue,\\n 38| page_16_data_quality_center,\\n 39|]\\n 40|\", \"total_lines\": 39, \"file_size\": 1056, \"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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{
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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 = \\\"Wallets\\\"\\n 7|\\n 8|def render(st, conn) -> None:\\n 9| st.title(\\\"Wallets\\\")\\n 10| st.subheader(\\\"Wallet-Tabelle\\\")\\n 11| show_table(st, data.get_wallets(conn))\\n 12| st.subheader(\\\"Synthetische Holdings je Wallet\\\")\\n 13| show_table(st, data.get_crypto_by_wallet(conn))\\n 14|\", \"total_lines\": 13, \"file_size\": 405, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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{
"role": "tool",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from datetime import date\\n 4|\\n 5|from jarvis_finance.crypto.manage import (\\n 6| add_crypto_position,\\n 7| adjust_crypto_position,\\n 8| get_crypto_management_options,\\n 9| reduce_crypto_position,\\n 10|)\\n 11|from jarvis_finance.dashboard.components.tables import show_table\\n 12|from jarvis_finance.dashboard import data\\n 13|\\n 14|PAGE_TITLE = \\\"Crypto Manage\\\"\\n 15|\\n 16|\\n 17|def _option_label(row: dict[str, str]) -> str:\\n 18| if \\\"wallet_name\\\" in row and \\\"coin_name\\\" in row:\\n 19| return f\\\"{row['coin_name']} ({row['symbol']}) / {row['wallet_name']}\\\"\\n 20| if \\\"wallet_name\\\" in row:\\n 21| return f\\\"{row['wallet_name']} [{row.get('wallet_type', '')}]\\\"\\n 22| return f\\\"{row['coin_name']} ({row['symbol']})\\\"\\n 23|\\n 24|\\n 25|def _selected_row(rows: list[dict[str, str]], label: str | None) -> dict[str, str] | None:\\n 26| if not label:\\n 27| return None\\n 28| for row in rows:\\n 29| if _option_label(row) == label:\\n 30| return row\\n 31| return None\\n 32|\\n 33|\\n 34|def render(st, conn) -> None:\\n 35| st.title(\\\"Crypto Manage\\\")\\n 36| st.caption(\\\"Auditierbare manuelle Crypto-Ergänzungen. Keine Live-API-Abfragen beim Rendern; CoinGecko-Mapping ist manuell zu bestätigen.\\\")\\n 37| st.warning(\\\"Sicherheitsregel: Bestände werden nicht still gelöscht oder überschrieben. Änderungen laufen über Initial-Snapshot-Ergänzungen oder manual_adjustment mit Audit-Log.\\\")\\n 38|\\n 39| options = get_crypto_management_options(conn)\\n 40| wallets = options[\\\"wallets\\\"]\\n 41| holdings = options[\\\"holdings\\\"]\\n 42| wallet_labels = [_option_label(row) for row in wallets]\\n 43| holding_labels = [_option_label(row) for row in holdings]\\n 44|\\n 45| tabs = st.tabs([\\\"Hinzufügen\\\", \\\"Entfernen\\\", \\\"Korrigieren\\\", \\\"Nachtragsliste\\\"])\\n 46|\\n 47| with tabs[0]:\\n 48| st.subheader(\\\"Coin/Bestand hinzufügen\\\")\\n 49| st.info(\\\"Symbol allein wird nie automatisch eindeutig behandelt. Wähle/erfasse CoinGecko-ID bewusst oder speichere ohne ID mit Warnung.\\\")\\n 50| coin_name = st.text_input(\\\"Coin-Name\\\", key=\\\"crypto_manage_add_coin_name\\\")\\n 51| symbol = st.text_input(\\\"Symbol\\\", key=\\\"crypto_manage_add_symbol\\\")\\n 52| coingecko_id = st.text_input(\\\"CoinGecko-ID (optional/manuell bestätigt)\\\", key=\\\"crypto_manage_add_cg\\\")\\n 53| coingecko_status = st.selectbox(\\\"CoinGecko-Mapping-Status\\\", [\\\"selected\\\", \\\"uncertain\\\", \\\"missing_confirmed\\\"], key=\\\"crypto_manage_add_cg_status\\\")\\n 54| wallet_label = st.selectbox(\\\"Wallet\\\", wallet_labels, key=\\\"crypto_manage_add_wallet\\\") if wallet_labels else None\\n 55| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"crypto_manage_add_qty\\\")\\n 56| op_type = st.selectbox(\\\"Typ\\\", [\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"], key=\\\"crypto_manage_add_type\\\")\\n 57| default_day = date(2025, 12, 31) if op_type == \\\"initial_snapshot_addition\\\" else date.today()\\n 58| effective_date = st.date_input(\\\"Datum\\\", value=default_day, key=\\\"crypto_manage_add_date\\\")\\n 59| note = st.text_area(\\\"Notiz (Pflicht bei manual_adjustment; empfohlen bei unsicherem Mapping)\\\", key=\\\"crypto_manage_add_note\\\")\\n 60| confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"crypto_manage_add_confirm\\\")\\n 61| st.write({\\n 62| \\\"Aktion\\\": op_type,\\n 63| \\\"Coin\\\": coin_name,\\n 64| \\\"Symbol\\\": symbol,\\n 65| \\\"CoinGecko-ID\\\": coingecko_id or \\\"\\\",\\n 66| \\\"Wallet\\\": wallet_label,\\n 67| \\\"Datum\\\": str(effective_date),\\n 68| \\\"Hinweis\\\": \\\"Keine Massenänderung; Speicherung erst nach Bestätigung.\\\",\\n 69| })\\n 70| if st.button(\\\"Bestätigt speichern\\\", key=\\\"crypto_manage_add_save\\\", type=\\\"primary\\\"):\\n 71| try:\\n 72| wallet = _selected_row(wallets, wallet_label)\\n 73| result = add_crypto_position(\\n 74| conn,\\n 75| coin_name=coin_name or \\\"\\\",\\n 76| symbol=symbol or \\\"\\\",\\n 77| coingecko_id=coingecko_id or None,\\n 78| coingecko_status=coingecko_status or \\\"selected\\\",\\n 79| wallet_id=wallet[\\\"wallet_id\\\"] if wallet else \\\"\\\",\\n 80| quantity_text=quantity or \\\"\\\",\\n 81| effective_date=str(effective_date),\\n 82| operation_type=op_type,\\n 83| note=note or \\\"\\\",\\n 84| confirm=bool(confirm),\\n 85| )\\n 86| st.success(\\\"Änderung gespeichert und auditierbar erfasst.\\\")\\n 87| st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id, \\\"warnings\\\": result.warnings})\\n 88| except Exception as exc:\\n 89| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 90|\\n 91| with tabs[1]:\\n 92| st.subheader(\\\"Coin/Bestand entfernen — via manual_adjustment, nicht löschen\\\")\\n 93| st.warning(\\\"Historie bleibt erhalten. Es wird nichts still gelöscht; die Reduktion wird als bestätigte Korrektur erfasst.\\\")\\n 94| holding_label = st.selectbox(\\\"Bestand\\\", holding_labels, key=\\\"crypto_manage_reduce_holding\\\") if holding_labels else None\\n 95| reduction_mode = st.radio(\\\"Aktion\\\", [\\\"Bestand auf 0 setzen\\\", \\\"Teilmenge reduzieren\\\"], key=\\\"crypto_manage_reduce_mode\\\")\\n 96| reduction_quantity = st.text_input(\\\"Teilmenge als Decimal-Text\\\", key=\\\"crypto_manage_reduce_qty\\\")\\n 97| effective_date = st.date_input(\\\"Datum\\\", value=date.today(), key=\\\"crypto_manage_reduce_date\\\")\\n 98| note = st.text_area(\\\"Notiz / Grund (Pflicht)\\\", key=\\\"crypto_manage_reduce_note\\\")\\n 99| confirm = st.checkbox(\\\"Ich bestätige diese Reduktion\\\", key=\\\"crypto_manage_reduce_confirm\\\")\\n 100| selected = _selected_row(holdings, holding_label)\\n 101| st.write({\\\"Aktion\\\": reduction_mode, \\\"Bestand\\\": holding_label, \\\"Datum\\\": str(effective_date), \\\"Historie\\\": \\\"bleibt erhalten\\\"})\\n 102| if st.button(\\\"Reduktion bestätigt speichern\\\", key=\\\"crypto_manage_reduce_save\\\"):\\n 103| try:\\n 104| if not selected:\\n 105| raise ValueError(\\\"holding selection is required\\\")\\n 106| qty = selected[\\\"quantity\\\"] if reduction_mode == \\\"Bestand auf 0 setzen\\\" else (reduction_quantity or \\\"\\\")\\n 107| result = reduce_crypto_position(\\n 108| conn,\\n 109| asset_id=selected[\\\"asset_id\\\"],\\n 110| wallet_id=selected[\\\"wallet_id\\\"],\\n 111| reduction_quantity_text=qty,\\n 112| effective_date=str(effective_date),\\n 113| note=note or \\\"\\\",\\n 114| confirm=bool(confirm),\\n 115| )\\n 116| st.success(\\\"Reduktion als manual_adjustment gespeichert.\\\")\\n 117| st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id})\\n 118| except Exception as exc:\\n 119| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 120|\\n 121| with tabs[2]:\\n 122| st.subheader(\\\"Coin/Bestand korrigieren\\\")\\n 123| holding_label = st.selectbox(\\\"Bestehender Bestand\\\", holding_labels, key=\\\"crypto_manage_adjust_holding\\\") if holding_labels else None\\n 124| new_quantity = st.text_input(\\\"Neue Menge als Decimal-Text\\\", key=\\\"crypto_manage_adjust_new_qty\\\")\\n 125| effective_date = st.date_input(\\\"Datum\\\", value=date.today(), key=\\\"crypto_manage_adjust_date\\\")\\n 126| note = st.text_area(\\\"Notiz / Grund (Pflicht)\\\", key=\\\"crypto_manage_adjust_note\\\")\\n 127| confirm = st.checkbox(\\\"Ich bestätige diese Korrektur\\\", key=\\\"crypto_manage_adjust_confirm\\\")\\n 128| selected = _selected_row(holdings, holding_label)\\n 129| st.write({\\\"Aktion\\\": \\\"manual_adjustment\\\", \\\"Bestand\\\": holding_label, \\\"Neue Menge\\\": new_quantity, \\\"Datum\\\": str(effective_date)})\\n 130| if st.button(\\\"Korrektur bestätigt speichern\\\", key=\\\"crypto_manage_adjust_save\\\"):\\n 131| try:\\n 132| if not selected:\\n 133| raise ValueError(\\\"holding selection is required\\\")\\n 134| result = adjust_crypto_position(\\n 135| conn,\\n 136| asset_id=selected[\\\"asset_id\\\"],\\n 137| wallet_id=selected[\\\"wallet_id\\\"],\\n 138| new_quantity_text=new_quantity or \\\"\\\",\\n 139| effective_date=str(effective_date),\\n 140| note=note or \\\"\\\",\\n 141| confirm=bool(confirm),\\n 142| )\\n 143| st.success(\\\"Korrektur als manual_adjustment gespeichert.\\\")\\n 144| st.write({\\\"asset_id\\\": result.asset_id, \\\"wallet_id\\\": result.wallet_id})\\n 145| except Exception as exc:\\n 146| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 147|\\n 148| with tabs[3]:\\n 149| st.subheader(\\\"Ausgelassene/manuell zu prüfende Coins\\\")\\n 150| st.caption(\\\"Reminder-Liste aus dem Initial-Snapshot-Dry-Run. Diese Coins werden nicht automatisch importiert.\\\")\\n 151| show_table(st, [{\\\"coin_label\\\": label, \\\"status\\\": \\\"manual_review\\\"} for label in options[\\\"manual_review_coin_labels\\\"]])\\n 152|\\n 153| st.subheader(\\\"Aktuelle Crypto-Bestände nach lokaler DB\\\")\\n 154| show_table(st, data.get_crypto_by_wallet(conn))\\n 155|\", \"total_lines\": 154, \"file_size\": 8597, \"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, InvalidOperation\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.crypto.assets import create_crypto_asset\\n 9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n 10|from jarvis_finance.imports.common import stable_id, utc_now\\n 11|from jarvis_finance.quality.alerts import create_alert\\n 12|\\n 13|CRYPTO_MANUAL_REVIEW_COIN_LABELS = [\\n 14| \\\"ADA Cardano\\\",\\n 15| \\\"Amp\\\",\\n 16| \\\"Avalanche AVAX\\\",\\n 17| \\\"Bitcoin BTC\\\",\\n 18| \\\"Chainlink\\\",\\n 19| \\\"DOGE\\\",\\n 20| \\\"Decentraland MANA\\\",\\n 21| \\\"Ethereum ETH\\\",\\n 22| \\\"HIGH Highstreet\\\",\\n 23| \\\"IOTA IOT\\\",\\n 24| \\\"LUNA Terra\\\",\\n 25| \\\"LUNC Terra Classic\\\",\\n 26| \\\"NETVR\\\",\\n 27| \\\"NuCypher NU\\\",\\n 28| \\\"Ox ZRX\\\",\\n 29| \\\"Polygon MATIC\\\",\\n 30| \\\"Ripple XRP\\\",\\n 31| \\\"SAND The Sandbox\\\",\\n 32| \\\"SAROS\\\",\\n 33| \\\"SKY\\\",\\n 34| \\\"SOL Solana\\\",\\n 35| \\\"Sundae\\\",\\n 36| \\\"USTC Terra Classic\\\",\\n 37|]\\n 38|\\n 39|VALID_ADD_TYPES = {\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"}\\n 40|\\n 41|\\n 42|@dataclass(frozen=True)\\n 43|class CryptoManageResult:\\n 44| asset_id: str\\n 45| wallet_id: str\\n 46| holding_id: str | None = None\\n 47| transaction_id: str | None = None\\n 48| warnings: list[str] = field(default_factory=list)\\n 49|\\n 50|\\n 51|def parse_decimal_text(value: str, *, field_name: str = \\\"quantity\\\") -> Decimal:\\n 52| text = str(value).strip()\\n 53| if not text:\\n 54| raise ValueError(f\\\"{field_name} is required\\\")\\n 55| try:\\n 56| dec = Decimal(text)\\n 57| except (InvalidOperation, ValueError) as exc:\\n 58| raise ValueError(f\\\"{field_name} must be a Decimal string\\\") from exc\\n 59| if not dec.is_finite():\\n 60| raise ValueError(f\\\"{field_name} must be finite\\\")\\n 61| return dec\\n 62|\\n 63|\\n 64|def decimal_text(value: Decimal) -> str:\\n 65| return format(value, \\\"f\\\")\\n 66|\\n 67|\\n 68|def _require_confirm(confirm: bool) -> None:\\n 69| if not confirm:\\n 70| raise ValueError(\\\"explicit confirm is required before saving\\\")\\n 71|\\n 72|\\n 73|def _require_date(effective_date: str) -> str:\\n 74| text = str(effective_date).strip()\\n 75| if not text:\\n 76| raise ValueError(\\\"date is required\\\")\\n 77| # Keep validation intentionally simple and deterministic; Streamlit date_input supplies ISO dates.\\n 78| parts = text.split(\\\"-\\\")\\n 79| if len(parts) != 3 or not all(part.isdigit() for part in parts):\\n 80| raise ValueError(\\\"date must be ISO YYYY-MM-DD\\\")\\n 81| return text\\n 82|\\n 83|\\n 84|def _require_wallet(conn: Connection, wallet_id: str) -> str:\\n 85| wallet_id = str(wallet_id).strip()\\n 86| if not wallet_id:\\n 87| raise ValueError(\\\"wallet is required\\\")\\n 88| row = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 89| if row is None:\\n 90| raise ValueError(\\\"wallet not found\\\")\\n 91| return wallet_id\\n 92|\\n 93|\\n 94|def _require_coin_fields(coin_name: str, symbol: str) -> tuple[str, str]:\\n 95| coin_name = str(coin_name).strip()\\n 96| symbol = str(symbol).strip().upper()\\n 97| if not coin_name:\\n 98| raise ValueError(\\\"coin name is required\\\")\\n 99| if not symbol:\\n 100| raise ValueError(\\\"symbol is required\\\")\\n 101| return coin_name, symbol\\n 102|\\n 103|\\n 104|def _require_note(note: str, *, reason: str) -> str:\\n 105| note = str(note or \\\"\\\").strip()\\n 106| if not note:\\n 107| raise ValueError(f\\\"note is required for {reason}\\\")\\n 108| return note\\n 109|\\n 110|\\n 111|def _find_asset(conn: Connection, *, coin_name: str, symbol: str, coingecko_id: str | None) -> str | None:\\n 112| if coingecko_id:\\n 113| row = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id=?\\\", (coingecko_id.strip(),)).fetchone()\\n 114| if row:\\n 115| return row[\\\"asset_id\\\"]\\n 116| row = conn.execute(\\n 117| \\\"SELECT asset_id FROM crypto_assets WHERE lower(coin_name)=lower(?) AND upper(symbol)=upper(?)\\\",\\n 118| (coin_name, symbol),\\n 119| ).fetchone()\\n 120| return row[\\\"asset_id\\\"] if row else None\\n 121|\\n 122|\\n 123|def _ensure_asset(\\n 124| conn: Connection,\\n 125| *,\\n 126| coin_name: str,\\n 127| symbol: str,\\n 128| coingecko_id: str | None,\\n 129| coingecko_status: str,\\n 130| note: str | None,\\n 131|) -> tuple[str, list[str]]:\\n 132| warnings: list[str] = []\\n 133| cg = coingecko_id.strip() if coingecko_id and coingecko_id.strip() else None\\n 134| existing = _find_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg)\\n 135| if existing:\\n 136| asset_id = existing\\n 137| else:\\n 138| asset_id = create_crypto_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg, notes=note)\\n 139| if not cg:\\n 140| warnings.append(\\\"missing_coingecko_id\\\")\\n 141| if coingecko_status in {\\\"missing_confirmed\\\", \\\"uncertain\\\"}:\\n 142| rule = \\\"crypto_coingecko_mapping_uncertain\\\" if coingecko_status == \\\"uncertain\\\" else \\\"missing_coingecko_id\\\"\\n 143| create_alert(\\n 144| conn,\\n 145| priority=\\\"warnung\\\",\\n 146| category=\\\"crypto\\\",\\n 147| entity_type=\\\"crypto_asset\\\",\\n 148| entity_id=asset_id,\\n 149| rule_id=rule,\\n 150| message=\\\"Crypto asset CoinGecko mapping needs manual confirmation.\\\",\\n 151| evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name, \\\"coingecko_status\\\": coingecko_status},\\n 152| fingerprint=coingecko_status,\\n 153| )\\n 154| conn.commit()\\n 155| if rule not in warnings:\\n 156| warnings.append(rule)\\n 157| return asset_id, warnings\\n 158|\\n 159|\\n 160|def current_wallet_asset_quantity(conn: Connection, *, wallet_id: str, asset_id: str) -> Decimal:\\n 161| result = calculate_crypto_holdings(conn)\\n 162| holding = result.wallet_holdings.get((wallet_id, asset_id))\\n 163| return holding.quantity if holding else Decimal(\\\"0\\\")\\n 164|\\n 165|\\n 166|def _insert_manual_adjustment_transaction(\\n 167| conn: Connection,\\n 168| *,\\n 169| asset_id: str,\\n 170| wallet_id: str,\\n 171| delta: Decimal,\\n 172| effective_date: str,\\n 173| note: str,\\n 174|) -> str:\\n 175| if delta == 0:\\n 176| raise ValueError(\\\"manual adjustment delta must not be zero\\\")\\n 177| now = utc_now()\\n 178| qty = abs(delta)\\n 179| tx_id = stable_id(\\\"cryptotx\\\", \\\"manual_adjustment\\\", asset_id, wallet_id, decimal_text(delta), effective_date, now)\\n 180| from_wallet_id = wallet_id if delta < 0 else None\\n 181| to_wallet_id = wallet_id if delta > 0 else None\\n 182| conn.execute(\\n 183| \\\"\\\"\\\"\\n 184| INSERT INTO crypto_transactions(\\n 185| crypto_transaction_id, transaction_type, asset_id, quantity,\\n 186| from_wallet_id, to_wallet_id, transaction_datetime, source,\\n 187| confirmation_status, parse_confidence, notes, created_at\\n 188| ) VALUES (?, 'manual_adjustment', ?, ?, ?, ?, ?, 'manual_dashboard', 'confirmed', 1, ?, ?)\\n 189| \\\"\\\"\\\",\\n 190| (tx_id, asset_id, decimal_text(qty), from_wallet_id, to_wallet_id, effective_date, note, now),\\n 191| )\\n 192| return tx_id\\n 193|\\n 194|\\n 195|def add_crypto_position(\\n 196| conn: Connection,\\n 197| *,\\n 198| coin_name: str,\\n 199| symbol: str,\\n 200| wallet_id: str,\\n 201| quantity_text: str,\\n 202| effective_date: str,\\n 203| operation_type: str,\\n 204| note: str,\\n 205| confirm: bool,\\n 206| coingecko_id: str | None = None,\\n 207| coingecko_status: str = \\\"selected\\\",\\n 208|) -> CryptoManageResult:\\n 209| _require_confirm(confirm)\\n 210| if operation_type not in VALID_ADD_TYPES:\\n 211| raise ValueError(\\\"unsupported crypto management operation type\\\")\\n 212| if operation_type == \\\"crypto_buy\\\":\\n 213| raise ValueError(\\\"crypto_buy requires the dedicated ledger buy workflow; use manual_adjustment or initial_snapshot_addition in this MVP\\\")\\n 214| effective_date = _require_date(effective_date)\\n 215| wallet_id = _require_wallet(conn, wallet_id)\\n 216| coin_name, symbol = _require_coin_fields(coin_name, symbol)\\n 217| quantity = parse_decimal_text(quantity_text)\\n 218| if quantity <= 0:\\n 219| raise ValueError(\\\"quantity must be > 0\\\")\\n 220| if operation_type == \\\"manual_adjustment\\\":\\n 221| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 222| else:\\n 223| note = str(note or \\\"\\\").strip() or \\\"manual initial snapshot addition\\\"\\n 224| asset_id, warnings = _ensure_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=coingecko_id, coingecko_status=coingecko_status, note=note)\\n 225| existing_holding = conn.execute(\\n 226| \\\"SELECT crypto_holding_id FROM crypto_holdings WHERE asset_id=? AND wallet_id=?\\\",\\n 227| (asset_id, wallet_id),\\n 228| ).fetchone()\\n 229| if operation_type == \\\"initial_snapshot_addition\\\":\\n 230| if existing_holding:\\n 231| raise ValueError(\\\"initial snapshot addition would overwrite an existing holding; use manual_adjustment\\\")\\n 232| holding_id = create_initial_holding_snapshot(\\n 233| conn,\\n 234| asset_id=asset_id,\\n 235| wallet_id=wallet_id,\\n 236| quantity=quantity,\\n 237| verification_status=\\\"verified\\\",\\n 238| last_verified_at=effective_date,\\n 239| legacy_snapshot_date=effective_date,\\n 240| note=note,\\n 241| )\\n 242| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, holding_id=holding_id, warnings=warnings)\\n 243| before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 244| tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=quantity, effective_date=effective_date, note=note)\\n 245| after = before + quantity\\n 246| record_audit_event(\\n 247| conn,\\n 248| source=\\\"crypto_manage\\\",\\n 249| action=\\\"crypto_manual_adjustment\\\",\\n 250| entity_type=\\\"crypto_transaction\\\",\\n 251| entity_id=tx_id,\\n 252| old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n 253| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(after), \\\"delta\\\": decimal_text(quantity)},\\n 254| user_text_note=note,\\n 255| confirmed=True,\\n 256| created_by=\\\"dashboard\\\",\\n 257| )\\n 258| conn.commit()\\n 259| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id, warnings=warnings)\\n 260|\\n 261|\\n 262|def adjust_crypto_position(\\n 263| conn: Connection,\\n 264| *,\\n 265| asset_id: str,\\n 266| wallet_id: str,\\n 267| new_quantity_text: str,\\n 268| effective_date: str,\\n 269| note: str,\\n 270| confirm: bool,\\n 271|) -> CryptoManageResult:\\n 272| _require_confirm(confirm)\\n 273| effective_date = _require_date(effective_date)\\n 274| wallet_id = _require_wallet(conn, wallet_id)\\n 275| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 276| new_quantity = parse_decimal_text(new_quantity_text, field_name=\\\"new quantity\\\")\\n 277| if new_quantity < 0:\\n 278| raise ValueError(\\\"new quantity must be >= 0\\\")\\n 279| asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 280| if asset is None:\\n 281| raise ValueError(\\\"asset not found\\\")\\n 282| before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 283| delta = new_quantity - before\\n 284| if before + delta < 0:\\n 285| raise ValueError(\\\"negative holding blocked\\\")\\n 286| tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=delta, effective_date=effective_date, note=note)\\n 287| record_audit_event(\\n 288| conn,\\n 289| source=\\\"crypto_manage\\\",\\n 290| action=\\\"crypto_manual_adjustment\\\",\\n 291| entity_type=\\\"crypto_transaction\\\",\\n 292| entity_id=tx_id,\\n 293| old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n 294| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(new_quantity), \\\"delta\\\": decimal_text(delta)},\\n 295| user_text_note=note,\\n 296| confirmed=True,\\n 297| created_by=\\\"dashboard\\\",\\n 298| )\\n 299| if before != 0 and (new_quantity / before >= Decimal(\\\"10\\\") or new_quantity == 0):\\n 300| create_alert(\\n 301| conn,\\n 302| priority=\\\"hinweis\\\",\\n 303| category=\\\"crypto\\\",\\n 304| entity_type=\\\"crypto_transaction\\\",\\n 305| entity_id=tx_id,\\n 306| rule_id=\\\"crypto_manual_adjustment_review\\\",\\n 307| message=\\\"Manual crypto adjustment should be reviewed because it materially changes the holding.\\\",\\n 308| evidence={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id},\\n 309| fingerprint=\\\"manual_adjustment_review\\\",\\n 310| )\\n 311| conn.commit()\\n 312| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id)\\n 313|\\n 314|\\n 315|def reduce_crypto_position(\\n 316| conn: Connection,\\n 317| *,\\n 318| asset_id: str,\\n 319| wallet_id: str,\\n 320| reduction_quantity_text: str,\\n 321| effective_date: str,\\n 322| note: str,\\n 323| confirm: bool,\\n 324|) -> CryptoManageResult:\\n 325| _require_confirm(confirm)\\n 326| reduction = parse_decimal_text(reduction_quantity_text, field_name=\\\"reduction quantity\\\")\\n 327| if reduction <= 0:\\n 328| raise ValueError(\\\"reduction quantity must be > 0\\\")\\n 329| current = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 330| new_quantity = current - reduction\\n 331| if new_quantity < 0:\\n 332| raise ValueError(\\\"negative holding blocked\\\")\\n 333| return adjust_crypto_position(\\n 334| conn,\\n 335| asset_id=asset_id,\\n 336| wallet_id=wallet_id,\\n 337| new_quantity_text=decimal_text(new_quantity),\\n 338| effective_date=effective_date,\\n 339| note=note,\\n 340| confirm=confirm,\\n 341| )\\n 342|\\n 343|\\n 344|def get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n 345| wallets = [\\n 346| {\\\"wallet_id\\\": row[\\\"wallet_id\\\"], \\\"wallet_name\\\": row[\\\"wallet_name\\\"], \\\"wallet_type\\\": row[\\\"wallet_type\\\"]}\\n 347| for row in conn.execute(\\\"SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets WHERE is_active=1 ORDER BY wallet_name\\\").fetchall()\\n 348| ]\\n 349| assets = [\\n 350| {\\\"asset_id\\\": row[\\\"asset_id\\\"], \\\"coin_name\\\": row[\\\"coin_name\\\"], \\\"symbol\\\": row[\\\"symbol\\\"], \\\"coingecko_id\\\": row[\\\"coingecko_id\\\"] or \\\"\\\"}\\n 351| for row in conn.execute(\\\"SELECT asset_id, coin_name, symbol, coingecko_id FROM crypto_assets WHERE is_active=1 ORDER BY coin_name, symbol\\\").fetchall()\\n 352| ]\\n 353| holdings = [\\n 354| {\\n 355| \\\"asset_id\\\": row[\\\"asset_id\\\"],\\n 356| \\\"wallet_id\\\": row[\\\"wallet_id\\\"],\\n 357| \\\"coin_name\\\": row[\\\"coin_name\\\"],\\n 358| \\\"symbol\\\": row[\\\"symbol\\\"],\\n 359| \\\"wallet_name\\\": row[\\\"wallet_name\\\"],\\n 360| \\\"quantity\\\": row[\\\"quantity\\\"],\\n 361| }\\n 362| for row in conn.execute(\\n 363| \\\"\\\"\\\"\\n 364| SELECT h.asset_id, h.wallet_id, a.coin_name, a.symbol, w.wallet_name, h.quantity\\n 365| FROM crypto_holdings h\\n 366| JOIN crypto_assets a ON a.asset_id=h.asset_id\\n 367| JOIN crypto_wallets w ON w.wallet_id=h.wallet_id\\n 368| ORDER BY a.coin_name, w.wallet_name\\n 369| \\\"\\\"\\\"\\n 370| ).fetchall()\\n 371| ]\\n 372| return {\\n 373| \\\"wallets\\\": wallets,\\n 374| \\\"assets\\\": assets,\\n 375| \\\"holdings\\\": holdings,\\n 376| \\\"manual_review_coin_labels\\\": list(CRYPTO_MANUAL_REVIEW_COIN_LABELS),\\n 377| }\\n 378|\", \"total_lines\": 377, \"file_size\": 14118, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_p8dUAWWu5vMfkjwFoAhueD7R"
},
{
"role": "tool",
"name": "read_file",
"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|from jarvis_finance.market.providers import is_price_stale\\n 13|\\n 14|MONEY = Decimal(\\\"0.01\\\")\\n 15|\\n 16|\\n 17|def d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 18| if value is None or str(value).strip() == \\\"\\\":\\n 19| return Decimal(default)\\n 20| try:\\n 21| return Decimal(str(value))\\n 22| except InvalidOperation:\\n 23| return Decimal(default)\\n 24|\\n 25|\\n 26|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:\\n 27| if value is None:\\n 28| return \\\"\\\"\\n 29| value = d(value)\\n 30| if places:\\n 31| value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n 32| return format(value, \\\"f\\\")\\n 33|\\n 34|\\n 35|def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n 36| if value is None:\\n 37| return f\\\"n/a {currency}\\\"\\n 38| return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n 39|\\n 40|\\n 41|def rowdicts(rows) -> list[dict[str, str]]:\\n 42| return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n 43|\\n 44|\\n 45|def db_exists(path: str | Path) -> bool:\\n 46| return Path(path).expanduser().exists()\\n 47|\\n 48|\\n 49|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n 50| try:\\n 51| settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n 52| return False\\n 53| except ValueError:\\n 54| return True\\n 55|\\n 56|\\n 57|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n 58| row = conn.execute(\\n 59| \\\"\\\"\\\"\\n 60| SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n 61| FROM crypto_prices\\n 62| WHERE asset_id=? AND price_currency=?\\n 63| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n 64| \\\"\\\"\\\",\\n 65| (asset_id, currency.upper()),\\n 66| ).fetchone()\\n 67| if not row:\\n 68| return None\\n 69| item = dict(row)\\n 70| ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n 71| if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n 72| item[\\\"quality_status\\\"] = \\\"stale\\\"\\n 73| return item\\n 74|\\n 75|\\n 76|def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n 77| holdings = calculate_crypto_holdings(conn)\\n 78| rows: list[dict[str, str]] = []\\n 79| for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n 80| qty = holding.quantity\\n 81| asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 82| if not asset:\\n 83| continue\\n 84| price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n 85| price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n 86| value = qty * price_dec if price_dec is not None else None\\n 87| rows.append({\\n 88| \\\"asset_id\\\": asset_id,\\n 89| \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n 90| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 91| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n 92| \\\"quantity\\\": dec_text(qty),\\n 93| \\\"latest_price_chf\\\": dec_text(price_dec, \\\"0.01\\\") if price_dec is not None else \\\"\\\",\\n 94| \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n 95| \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n 96| \\\"fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n 97| })\\n 98| return rows\\n 99|\\n 100|\\n 101|def get_crypto_by_wallet(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n 102| holdings = calculate_crypto_holdings(conn)\\n 103| rows: list[dict[str, str]] = []\\n 104| for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n 105| wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 106| asset = conn.execute(\\\"SELECT coin_name, symbol, coingecko_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 107| price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n 108| price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n 109| value = holding.quantity * price_dec if price_dec is not None else None\\n 110| rows.append({\\n 111| \\\"wallet_id\\\": wallet_id,\\n 112| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n 113| \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n 114| \\\"provider\\\": wallet[\\\"platform_provider\\\"] if wallet else \\\"\\\",\\n 115| \\\"coin_name\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n 116| \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n 117| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] if asset else \\\"\\\",\\n 118| \\\"quantity\\\": dec_text(holding.quantity),\\n 119| \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n 120| \\\"wallet_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n 121| \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n 122| \\\"price_fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n 123| \\\"verification_status\\\": holding.verification_status,\\n 124| \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n 125| })\\n 126| return rows\\n 127|\\n 128|\\n 129|def get_wallets(conn: Connection) -> list[dict[str, str]]:\\n 130| return rowdicts(conn.execute(\\n 131| \\\"\\\"\\\"\\n 132| SELECT wallet_id, wallet_name, wallet_type, platform_provider AS provider,\\n 133| network_chain, last_verified_at, is_active, notes\\n 134| FROM crypto_wallets ORDER BY wallet_name\\n 135| \\\"\\\"\\\"\\n 136| ).fetchall())\\n 137|\\n 138|\\n 139|def get_latest_crypto_transactions(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n 140| return rowdicts(conn.execute(\\n 141| \\\"\\\"\\\"\\n 142| SELECT ct.transaction_datetime, ct.transaction_type, ca.symbol, ct.quantity, ct.fee_quantity,\\n 143| fw.wallet_name AS from_wallet, tw.wallet_name AS to_wallet, ct.currency_original,\\n 144| ct.amount_chf, ct.confirmation_status, ct.source\\n 145| FROM crypto_transactions ct\\n 146| LEFT JOIN crypto_assets ca ON ca.asset_id=ct.asset_id\\n 147| LEFT JOIN crypto_wallets fw ON fw.wallet_id=ct.from_wallet_id\\n 148| LEFT JOIN crypto_wallets tw ON tw.wallet_id=ct.to_wallet_id\\n 149| ORDER BY ct.transaction_datetime DESC, ct.created_at DESC LIMIT ?\\n 150| \\\"\\\"\\\", (limit,)\\n 151| ).fetchall())\\n 152|\\n 153|\\n 154|def get_platform_overview(conn: Connection) -> list[dict[str, str]]:\\n 155| return rowdicts(conn.execute(\\n 156| \\\"\\\"\\\"\\n 157| SELECT p.name AS platform, p.platform_type, a.account_name, a.account_type, a.currency,\\n 158| a.performance_included, a.is_active\\n 159| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 160| ORDER BY p.name, a.account_name\\n 161| \\\"\\\"\\\"\\n 162| ).fetchall())\\n 163|\\n 164|\\n 165|def get_cash_overview(conn: Connection) -> list[dict[str, str]]:\\n 166| result = calculate_cash_balances(conn)\\n 167| rows: list[dict[str, str]] = []\\n 168| for (account_id, currency), bal in sorted(result.balances.items()):\\n 169| row = conn.execute(\\n 170| \\\"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 171| (account_id,),\\n 172| ).fetchone()\\n 173| rows.append({\\n 174| \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n 175| \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n 176| \\\"currency\\\": currency,\\n 177| \\\"amount_original\\\": dec_text(bal.amount_original, \\\"0.01\\\"),\\n 178| \\\"amount_chf\\\": dec_text(bal.amount_chf, \\\"0.01\\\") if bal.amount_chf is not None else \\\"\\\",\\n 179| \\\"quality_status\\\": bal.quality_status,\\n 180| })\\n 181| return rows\\n 182|\\n 183|\\n 184|def get_positions(conn: Connection) -> list[dict[str, str]]:\\n 185| result = calculate_positions(conn)\\n 186| rows: list[dict[str, str]] = []\\n 187| for (account_id, instrument_id), pos in sorted(result.positions.items()):\\n 188| row = conn.execute(\\n 189| \\\"\\\"\\\"\\n 190| SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency,\\n 191| i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status\\n 192| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 193| JOIN instruments i ON i.instrument_id=? WHERE a.account_id=?\\n 194| \\\"\\\"\\\",\\n 195| (instrument_id, account_id),\\n 196| ).fetchone()\\n 197| rows.append({\\n 198| \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n 199| \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n 200| \\\"asset_class\\\": row[\\\"asset_class\\\"] if row else \\\"\\\",\\n 201| \\\"name\\\": row[\\\"name\\\"] if row else instrument_id,\\n 202| \\\"ticker\\\": row[\\\"ticker\\\"] if row else \\\"\\\",\\n 203| \\\"isin\\\": row[\\\"isin\\\"] if row else \\\"\\\",\\n 204| \\\"quantity\\\": dec_text(pos.quantity),\\n 205| \\\"cost_basis_chf\\\": dec_text(pos.cost_basis_chf, \\\"0.01\\\"),\\n 206| \\\"market_value_chf\\\": dec_text(pos.market_value_chf, \\\"0.01\\\") if pos.market_value_chf is not None else \\\"\\\",\\n 207| \\\"price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n 208| \\\"provider_symbol_status\\\": \\\"mapped\\\" if conn.execute(\\\"SELECT 1 FROM instrument_price_mappings WHERE instrument_id=? AND mapping_status='mapped' AND provider_symbol IS NOT NULL LIMIT 1\\\", (instrument_id,)).fetchone() else \\\"missing_provider_symbol\\\",\\n 209| \\\"hedge_status\\\": row[\\\"hedge_status\\\"] if row else pos.hedge_status,\\n 210| \\\"instrument_status\\\": row[\\\"instrument_status\\\"] if row else pos.instrument_status,\\n 211| \\\"valuation_policy\\\": row[\\\"valuation_policy\\\"] if row else pos.valuation_policy,\\n 212| \\\"fx_status\\\": \\\"ok\\\" if \\\"missing_fx\\\" not in pos.quality_warnings else \\\"missing_fx\\\",\\n 213| \\\"market_price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n 214| \\\"valuation_timestamp_status\\\": pos.valuation_timestamp_status,\\n 215| \\\"corporate_action_status\\\": row[\\\"corporate_action_status\\\"] if row else pos.corporate_action_status,\\n 216| \\\"valuation_status\\\": pos.valuation_status,\\n 217| \\\"total_return_chf\\\": dec_text(pos.total_return_chf, \\\"0.01\\\") if pos.total_return_chf is not None else \\\"\\\",\\n 218| \\\"total_return_status\\\": \\\"complete\\\" if pos.total_return_chf is not None else \\\"incomplete\\\",\\n 219| \\\"quality_warnings\\\": \\\",\\\".join(pos.quality_warnings),\\n 220| \\\"data_quality_status\\\": pos.data_quality_status,\\n 221| })\\n 222| return rows\\n 223|\\n 224|\\n 225|def get_ledger_transactions(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n 226| return rowdicts(conn.execute(\\n 227| \\\"\\\"\\\"\\n 228| SELECT t.trade_date, p.name AS platform, a.account_name, t.transaction_type,\\n 229| i.name AS instrument, i.ticker, t.quantity, t.gross_amount_original,\\n 230| t.net_amount_original, t.currency_original, t.fx_status, t.quality_status,\\n 231| t.source_type, t.source_id\\n 232| FROM transactions t\\n 233| LEFT JOIN accounts a ON a.account_id=t.account_id\\n 234| LEFT JOIN platforms p ON p.platform_id=a.platform_id\\n 235| LEFT JOIN instruments i ON i.instrument_id=t.instrument_id\\n 236| ORDER BY t.trade_date DESC, t.created_at DESC LIMIT ?\\n 237| \\\"\\\"\\\", (limit,)\\n 238| ).fetchall())\\n 239|\\n 240|\\n 241|def get_watchlist(conn: Connection) -> list[dict[str, str]]:\\n 242| 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 243|\\n 244|\\n 245|def get_alerts(conn: Connection) -> list[dict[str, str]]:\\n 246| return rowdicts(conn.execute(\\n 247| \\\"\\\"\\\"\\n 248| SELECT priority, status, category, entity_type, entity_id, rule_id, message,\\n 249| occurrence_count, last_seen_at, resolved_at, muted_until, fingerprint, dedup_key, created_at\\n 250| FROM alerts\\n 251| ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, status, created_at DESC\\n 252| \\\"\\\"\\\"\\n 253| ).fetchall())\\n 254|\\n 255|\\n 256|def get_audit_events(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n 257| rows = conn.execute(\\n 258| \\\"\\\"\\\"\\n 259| SELECT timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json,\\n 260| confirmed, created_by, quality_status\\n 261| FROM audit_log ORDER BY timestamp DESC LIMIT ?\\n 262| \\\"\\\"\\\", (limit,)\\n 263| ).fetchall()\\n 264| out: list[dict[str, str]] = []\\n 265| for row in rows:\\n 266| item = {k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()}\\n 267| for key in (\\\"old_values_json\\\", \\\"new_values_json\\\"):\\n 268| if item[key]:\\n 269| try:\\n 270| item[key] = json.dumps(json.loads(item[key]), ensure_ascii=False, indent=2, sort_keys=True)\\n 271| except json.JSONDecodeError:\\n 272| pass\\n 273| out.append(item)\\n 274| return out\\n 275|\\n 276|\\n 277|def get_data_quality(conn: Connection) -> list[dict[str, str]]:\\n 278| items: list[dict[str, str]] = []\\n 279| checks = [\\n 280| (\\\"fehlende FX\\\", \\\"SELECT COUNT(*) AS c FROM transactions WHERE fx_status='missing'\\\", \\\"kritisch\\\"),\\n 281| (\\\"fehlende/stale FX Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_fx','stale_fx','historical_fx_unavailable','manual_override_required')\\\", \\\"kritisch\\\"),\\n 282| (\\\"historical FX unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='historical_fx_unavailable'\\\", \\\"kritisch\\\"),\\n 283| (\\\"manual override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_override_required'\\\", \\\"kritisch\\\"),\\n 284| (\\\"fehlende Provider-Symbole\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n 285| (\\\"provider lookup unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='provider_lookup_unavailable'\\\", \\\"warnung\\\"),\\n 286| (\\\"ambiguous_provider_mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n 287| (\\\"multiple_listings_same_isin\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_price_mapping_candidates WHERE COALESCE(isin,'')<>'' AND review_status IN ('proposed','needs_manual_review') GROUP BY isin HAVING COUNT(DISTINCT COALESCE(candidate_exchange,'') || ':' || COALESCE(candidate_currency,''))>1)\\\", \\\"warnung\\\"),\\n 288| (\\\"currency_mismatch\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') AND risk_flags LIKE '%currency_mismatch%'\\\", \\\"warnung\\\"),\\n 289| (\\\"hedge_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n 290| (\\\"instrument_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n 291| (\\\"provider_symbol_missing\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n 292| (\\\"candidate_review_required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'\\\", \\\"warnung\\\"),\\n 293| (\\\"valuation_not_ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')\\\", \\\"warnung\\\"),\\n 294| (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n 295| (\\\"manual FX override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')\\\", \\\"kritisch\\\"),\\n 296| (\\\"fehlende Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'\\\", \\\"warnung\\\"),\\n 297| (\\\"stale Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_market_price'\\\", \\\"warnung\\\"),\\n 298| (\\\"ambiguous Instrument Mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_instrument_mapping'\\\", \\\"warnung\\\"),\\n 299| (\\\"price currency mismatch\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='price_currency_mismatch'\\\", \\\"warnung\\\"),\\n 300| (\\\"hedge status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n 301| (\\\"stale valuation\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_valuation'\\\", \\\"warnung\\\"),\\n 302| (\\\"corporate action suspected\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='corporate_action_suspected'\\\", \\\"warnung\\\"),\\n 303| (\\\"split/corporate action review\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='split_or_corporate_action_review_required'\\\", \\\"warnung\\\"),\\n 304| (\\\"delisted/suspended\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='delisted_or_suspended'\\\", \\\"warnung\\\"),\\n 305| (\\\"snapshot_only Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='snapshot_only'\\\", \\\"info\\\"),\\n 306| (\\\"cost_basis_uncertain Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='cost_basis_uncertain'\\\", \\\"warnung\\\"),\\n 307| (\\\"fehlende CoinGecko-ID\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets WHERE coingecko_id IS NULL OR coingecko_id='' \\\", \\\"warnung\\\"),\\n 308| (\\\"fehlende Crypto-Preise\\\", \\\"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\\\", \\\"warnung\\\"),\\n 309| (\\\"fehlende ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE asset_class IN ('equity','etf') AND (isin IS NULL OR isin='') AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n 310| (\\\"Catalog Instrumente ohne ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE asset_class IN ('equity','stock','etf') AND (isin IS NULL OR isin='')\\\", \\\"warnung\\\"),\\n 311| (\\\"Catalog Ticker ohne Exchange\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(ticker,'')<>'' AND COALESCE(exchange,'')=''\\\", \\\"warnung\\\"),\\n 312| (\\\"Catalog mehrere Listings gleicher ISIN\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\", \\\"info\\\"),\\n 313| (\\\"Manual Review needed\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_review_needed'\\\", \\\"warnung\\\"),\\n 314| (\\\"Mapping-Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review')\\\", \\\"warnung\\\"),\\n 315| (\\\"Instrumente mit mehreren Mapping-Kandidaten\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT instrument_id FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') GROUP BY instrument_id HAVING COUNT(*) > 1)\\\", \\\"warnung\\\"),\\n 316| (\\\"Valuation not ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown')\\\", \\\"warnung\\\"),\\n 317| (\\\"fehlende FX in Import-Reviews\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%missing_fx%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n 318| (\\\"snapshot_only Positionen\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%snapshot_only%' AND mapping_status!='ignored'\\\", \\\"info\\\"),\\n 319| (\\\"cost_basis_uncertain\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%cost_basis_uncertain%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n 320| (\\\"aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active'\\\", \\\"warnung\\\"),\\n 321| (\\\"resolved Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='resolved'\\\", \\\"ok\\\"),\\n 322| (\\\"alte aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND last_seen_at < datetime('now', '-7 days')\\\", \\\"info\\\"),\\n 323| ]\\n 324| for label, sql, severity in checks:\\n 325| row = conn.execute(sql).fetchone()\\n 326| count = int(row[\\\"c\\\"] or 0) if row else 0\\n 327| sev = severity if count else \\\"ok\\\"\\n 328| items.append({\\\"check\\\": label, \\\"count\\\": str(count), \\\"severity\\\": sev})\\n 329| for flag_row in get_review_quality_flag_counts(conn):\\n 330| count = int(flag_row[\\\"open_items\\\"] or 0)\\n 331| items.append({\\\"check\\\": f\\\"Review Flag: {flag_row['quality_flag']}\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n 332| for ready in get_review_readiness_counts(conn):\\n 333| count = int(ready[\\\"count\\\"] or 0)\\n 334| sev = \\\"ok\\\" if ready[\\\"readiness_status\\\"] in {\\\"ready_for_import\\\", \\\"ignored\\\"} else (\\\"warnung\\\" if count else \\\"ok\\\")\\n 335| items.append({\\\"check\\\": f\\\"Review Readiness: {ready['readiness_status']}\\\", \\\"count\\\": str(count), \\\"severity\\\": sev})\\n 336| for source in get_ready_for_import_by_source(conn):\\n 337| if int(source[\\\"total\\\"] or 0) and int(source[\\\"ready_for_import\\\"] or 0) == 0:\\n 338| items.append({\\\"check\\\": f\\\"Quelle ohne ready_for_import: {source['source_platform']}\\\", \\\"count\\\": source[\\\"total\\\"], \\\"severity\\\": \\\"warnung\\\"})\\n 339| missing_snapshot = conn.execute(\\\"SELECT COUNT(*) AS c FROM broker_import_dry_runs WHERE snapshot_date_status='missing'\\\").fetchone()\\n 340| count = int(missing_snapshot[\\\"c\\\"] or 0) if missing_snapshot else 0\\n 341| items.append({\\\"check\\\": \\\"Dry Runs ohne Snapshot Date\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n 342| return items\\n 343|\\n 344|\\n 345|def get_instrument_catalog_entries(conn: Connection, query: str | None = None, asset_class: str | None = None) -> list[dict[str, str]]:\\n 346| if query:\\n 347| from jarvis_finance.market_data.catalog import search_local_catalog\\n 348| return [r.__dict__ for r in search_local_catalog(conn, query, asset_class)]\\n 349| sql = \\\"\\\"\\\"\\n 350| SELECT catalog_entry_id, asset_class, name, isin, ticker, exchange, trading_currency,\\n 351| instrument_currency, provider, provider_symbol, provider_market, hedge_status,\\n 352| instrument_status, valuation_policy, source, source_confidence, last_verified_at\\n 353| FROM instrument_catalog_entries\\n 354| \\\"\\\"\\\"\\n 355| params: list[object] = []\\n 356| if asset_class:\\n 357| sql += \\\" WHERE asset_class=?\\\"\\n 358| params.append(asset_class.lower())\\n 359| sql += \\\" ORDER BY name, exchange, trading_currency LIMIT 100\\\"\\n 360| return rowdicts(conn.execute(sql, tuple(params)).fetchall())\\n 361|\\n 362|\\n 363|def get_instrument_catalog_summary(conn: Connection) -> dict[str, str]:\\n 364| total = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 365| multi = conn.execute(\\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\").fetchone()[\\\"c\\\"]\\n 366| no_provider = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(provider_symbol,'')='' \\\").fetchone()[\\\"c\\\"]\\n 367| manual = conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_review_needed','missing_provider_symbol','ambiguous_provider_mapping')\\\").fetchone()[\\\"c\\\"]\\n 368| return {\\\"catalog_entries\\\": str(total or 0), \\\"multiple_listings\\\": str(multi or 0), \\\"without_provider_symbol\\\": str(no_provider or 0), \\\"manual_review_required\\\": str(manual or 0)}\\n 369|\\n 370|\\n 371|def get_instrument_mapping_review(conn: Connection) -> list[dict[str, str]]:\\n 372| rows = conn.execute(\\n 373| \\\"\\\"\\\"\\n 374| SELECT i.instrument_id, i.isin, i.name, i.ticker, i.exchange, i.currency,\\n 375| i.hedge_status, i.instrument_status, i.valuation_policy,\\n 376| COALESCE(m.mapping_status, 'missing_provider_symbol') AS mapping_status,\\n 377| COALESCE(m.provider, '') AS provider,\\n 378| COALESCE(m.provider_symbol, '') AS provider_symbol,\\n 379| COUNT(c.candidate_id) AS candidate_count\\n 380| FROM instruments i\\n 381| JOIN transactions t ON t.instrument_id=i.instrument_id\\n 382| LEFT JOIN instrument_price_mappings m ON m.instrument_id=i.instrument_id AND m.mapping_status='mapped'\\n 383| LEFT JOIN instrument_price_mapping_candidates c ON c.instrument_id=i.instrument_id AND c.review_status IN ('proposed','needs_manual_review')\\n 384| WHERE t.transaction_type='initial_position_snapshot'\\n 385| AND t.source_type='broker_import_reviewed_snapshot'\\n 386| AND COALESCE(t.is_voided,0)=0\\n 387| GROUP BY i.instrument_id\\n 388| ORDER BY i.isin, i.name\\n 389| \\\"\\\"\\\"\\n 390| ).fetchall()\\n 391| return rowdicts(rows)\\n 392|\\n 393|\\n 394|def get_instrument_mapping_candidates(conn: Connection, instrument_id: str | None = None) -> list[dict[str, str]]:\\n 395| if instrument_id:\\n 396| rows = conn.execute(\\n 397| \\\"\\\"\\\"\\n 398| SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n 399| candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n 400| candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n 401| candidate_instrument_status, candidate_valuation_policy, confidence,\\n 402| ranking_score, ranking_reason, risk_flags, recommended_action,\\n 403| CASE\\n 404| WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n 405| WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n 406| ELSE 'unsicher'\\n 407| END AS ranking_mark,\\n 408| candidate_currency AS closing_currency,\\n 409| evidence_source, evidence_note, review_status, created_at\\n 410| FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n 411| ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n 412| \\\"\\\"\\\",\\n 413| (instrument_id,),\\n 414| ).fetchall()\\n 415| else:\\n 416| rows = conn.execute(\\n 417| \\\"\\\"\\\"\\n 418| SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n 419| candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n 420| candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n 421| candidate_instrument_status, candidate_valuation_policy, confidence,\\n 422| ranking_score, ranking_reason, risk_flags, recommended_action,\\n 423| CASE\\n 424| WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n 425| WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n 426| ELSE 'unsicher'\\n 427| END AS ranking_mark,\\n 428| candidate_currency AS closing_currency,\\n 429| evidence_source, evidence_note, review_status, created_at\\n 430| FROM instrument_price_mapping_candidates\\n 431| ORDER BY instrument_id, ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n 432| \\\"\\\"\\\"\\n 433| ).fetchall()\\n 434| return rowdicts(rows)\\n 435|\\n 436|\\n 437|def get_fx_override_requirements(conn: Connection) -> list[dict[str, str]]:\\n 438| rows = conn.execute(\\n 439| \\\"\\\"\\\"\\n 440| SELECT t.currency_original AS base_currency, 'CHF' AS quote_currency, t.trade_date AS rate_date,\\n 441| COUNT(DISTINCT t.instrument_id) AS instrument_count,\\n 442| CASE WHEN fr.fx_rate_id IS NULL THEN 'missing_fx' ELSE fr.quality_status END AS fx_status\\n 443| FROM transactions t\\n 444| LEFT JOIN fx_rates fr ON fr.base_currency=t.currency_original AND fr.quote_currency='CHF' AND fr.rate_date=t.trade_date\\n 445| WHERE t.transaction_type='initial_position_snapshot'\\n 446| AND t.source_type='broker_import_reviewed_snapshot'\\n 447| AND COALESCE(t.is_voided,0)=0\\n 448| AND t.currency_original IS NOT NULL\\n 449| AND t.currency_original <> 'CHF'\\n 450| GROUP BY t.currency_original, t.trade_date, fx_status\\n 451| ORDER BY t.currency_original, t.trade_date\\n 452| \\\"\\\"\\\"\\n 453| ).fetchall()\\n 454| return rowdicts(rows)\\n 455|\\n 456|\\n 457|def get_import_wizard_summary(conn: Connection) -> dict[str, str]:\\n 458| from jarvis_finance.imports.broker_mapping import build_import_wizard_summary\\n 459|\\n 460| return build_import_wizard_summary(conn)\\n 461|\\n 462|\\n 463|def get_manual_review_items(conn: Connection) -> list[dict[str, str]]:\\n 464| from jarvis_finance.imports.broker_mapping import get_manual_review_queue\\n 465|\\n 466| return get_manual_review_queue(conn)\\n 467|\\n 468|\\n 469|def get_broker_dry_runs(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n 470| from jarvis_finance.imports.broker_mapping import get_dry_run_sessions\\n 471|\\n 472| return get_dry_run_sessions(conn, limit=limit)\\n 473|\\n 474|\\n 475|def get_safe_mode_status(conn: Connection) -> dict[str, str]:\\n 476| backup = conn.execute(\\\"SELECT created_at FROM audit_log WHERE action LIKE '%backup%' ORDER BY created_at DESC LIMIT 1\\\").fetchone()\\n 477| return {\\n 478| \\\"db_mode\\\": \\\"Runtime\\\",\\n 479| \\\"write_mode\\\": \\\"Read-only\\\",\\n 480| \\\"last_backup_at\\\": backup[\\\"created_at\\\"] if backup else \\\"nicht verfügbar\\\",\\n 481| \\\"git_safety_status\\\": \\\"zuletzt OK / CLI prüfen\\\",\\n 482| \\\"data_location\\\": \\\"Echte Daten liegen außerhalb Git\\\",\\n 483| }\\n 484|\\n 485|\\n 486|def get_broker_review_items(conn: Connection, limit: int = 100, **filters) -> list[dict[str, str]]:\\n 487| from jarvis_finance.imports.broker_mapping import get_broker_review_items as _items\\n 488|\\n 489| return _items(conn, limit=limit, **filters)\\n 490|\\n 491|\\n 492|def get_review_readiness_counts(conn: Connection) -> list[dict[str, str]]:\\n 493| from jarvis_finance.imports.broker_mapping import get_review_readiness_counts as _counts\\n 494|\\n 495| return _counts(conn)\\n 496|\\n 497|\\n 498|def get_ready_for_import_by_source(conn: Connection) -> list[dict[str, str]]:\\n 499| from jarvis_finance.imports.broker_mapping import get_ready_for_import_by_source as _counts\\n 500|\\n 501| return _counts(conn)\\n 502|\\n 503|\\n 504|def get_review_quality_flag_counts(conn: Connection) -> list[dict[str, str]]:\\n 505| from jarvis_finance.imports.broker_mapping import aggregate_review_quality_flags\\n 506|\\n 507| return [{\\\"quality_flag\\\": k, \\\"open_items\\\": str(v)} for k, v in sorted(aggregate_review_quality_flags(conn).items())]\\n 508|\\n 509|\\n 510|def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n 511| cash_rows = get_cash_overview(conn)\\n 512| crypto_rows = get_crypto_overview(conn)\\n 513| cash_total = sum(d(r[\\\"amount_chf\\\"]) for r in cash_rows if r[\\\"amount_chf\\\"])\\n 514| crypto_total = sum(d(r[\\\"market_value_chf\\\"]) for r in crypto_rows if r[\\\"market_value_chf\\\"])\\n 515| alert_counts = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n 516| quality = get_data_quality(conn)\\n 517| return {\\n 518| \\\"base_currency\\\": \\\"CHF\\\",\\n 519| \\\"cash_total_chf\\\": dec_text(cash_total, \\\"0.01\\\"),\\n 520| \\\"crypto_total_chf\\\": dec_text(crypto_total, \\\"0.01\\\"),\\n 521|\", \"total_lines\": 525, \"file_size\": 31415, \"truncated\": true, \"hint\": \"Use offset=521 to continue reading (showing 1-520 of 525 lines)\", \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_CXeaPJrbbYFJ6evGyM4HicFo"
},
{
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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|import pytest\\n 7|\\n 8|from jarvis_finance.config.settings import load_settings\\n 9|from jarvis_finance.dashboard import data as dashboard_data\\n 10|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 11|from jarvis_finance.dashboard.pages import (\\n 12| page_00_command_center,\\n 13| page_01_portfolio,\\n 14| page_04_crypto,\\n 15| page_05_wallets,\\n 16| page_06_ledger,\\n 17| page_09_alerts,\\n 18| page_10_audit,\\n 19| page_11_settings_data_quality,\\n 20| page_12_crypto_manage,\\n 21|)\\n 22|from jarvis_finance.storage.database import connect_memory\\n 23|from jarvis_finance.storage.migrations import apply_migrations\\n 24|\\n 25|\\n 26|class FakeStreamlit:\\n 27| def __init__(self) -> None:\\n 28| self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n 29| self.sidebar = self\\n 30|\\n 31| def __getattr__(self, name: str):\\n 32| def recorder(*args, **kwargs):\\n 33| self.calls.append((name, args, kwargs))\\n 34| if name in {\\\"button\\\", \\\"checkbox\\\"}:\\n 35| return False\\n 36| if name in {\\\"selectbox\\\", \\\"radio\\\"}:\\n 37| options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n 38| return list(options)[0] if options else None\\n 39| if name == \\\"tabs\\\":\\n 40| return [self for _ in (args[0] if args else [])]\\n 41| if name == \\\"columns\\\":\\n 42| count = args[0] if args else 1\\n 43| if isinstance(count, int):\\n 44| return [self for _ in range(count)]\\n 45| return [self for _ in count]\\n 46| return None\\n 47| return recorder\\n 48|\\n 49| def __enter__(self):\\n 50| return self\\n 51|\\n 52| def __exit__(self, *args):\\n 53| return False\\n 54|\\n 55|\\n 56|def setup_demo_conn():\\n 57| conn = connect_memory()\\n 58| apply_migrations(conn)\\n 59| load_synthetic_demo_data(conn)\\n 60| return conn\\n 61|\\n 62|\\n 63|def test_dashboard_modules_import_and_page_render_smoke() -> None:\\n 64| conn = setup_demo_conn()\\n 65| st = FakeStreamlit()\\n 66| for module in [\\n 67| page_00_command_center,\\n 68| page_01_portfolio,\\n 69| page_04_crypto,\\n 70| page_05_wallets,\\n 71| page_06_ledger,\\n 72| page_09_alerts,\\n 73| page_10_audit,\\n 74| page_11_settings_data_quality,\\n 75| page_12_crypto_manage,\\n 76| ]:\\n 77| module.render(st, conn)\\n 78| assert any(call[0] in {\\\"title\\\", \\\"header\\\", \\\"subheader\\\"} for call in st.calls)\\n 79|\\n 80|\\n 81|def test_dashboard_reader_functions_return_expected_dummy_data() -> None:\\n 82| conn = setup_demo_conn()\\n 83| summary = dashboard_data.get_command_center_summary(conn)\\n 84| assert summary[\\\"base_currency\\\"] == \\\"CHF\\\"\\n 85| assert Decimal(summary[\\\"cash_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 86| assert Decimal(summary[\\\"crypto_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 87| assert dashboard_data.get_platform_overview(conn)\\n 88| assert dashboard_data.get_ledger_transactions(conn)\\n 89| assert dashboard_data.get_audit_events(conn)\\n 90|\\n 91|\\n 92|def test_crypto_dashboard_reads_cached_db_prices_without_api_calls(monkeypatch: pytest.MonkeyPatch) -> None:\\n 93| def explode(*args, **kwargs):\\n 94| raise AssertionError(\\\"dashboard must not call CoinGecko/API provider on render\\\")\\n 95|\\n 96| monkeypatch.setattr(\\\"jarvis_finance.market.providers.CoinGeckoClient.get_crypto_price\\\", explode)\\n 97| conn = setup_demo_conn()\\n 98| st = FakeStreamlit()\\n 99| page_04_crypto.render(st, conn)\\n 100| rows = dashboard_data.get_crypto_overview(conn)\\n 101| assert rows\\n 102| assert any(row[\\\"latest_price_chf\\\"] for row in rows)\\n 103|\\n 104|\\n 105|def test_dashboard_preserves_decimal_crypto_quantity_format() -> None:\\n 106| conn = setup_demo_conn()\\n 107| wallet_rows = dashboard_data.get_crypto_by_wallet(conn)\\n 108| quantities = {row[\\\"quantity\\\"] for row in wallet_rows}\\n 109| assert \\\"0.0899\\\" in quantities\\n 110| for row in wallet_rows:\\n 111| assert \\\"E\\\" not in row[\\\"quantity\\\"].upper()\\n 112|\\n 113|\\n 114|def test_alert_lifecycle_data_loaded_readably() -> None:\\n 115| conn = setup_demo_conn()\\n 116| alerts = dashboard_data.get_alerts(conn)\\n 117| assert alerts\\n 118| assert {\\\"status\\\", \\\"priority\\\", \\\"occurrence_count\\\", \\\"last_seen_at\\\", \\\"fingerprint\\\", \\\"dedup_key\\\"} <= set(alerts[0])\\n 119|\\n 120|\\n 121|def test_dashboard_runtime_path_inside_repo_remains_blocked(tmp_path: Path) -> None:\\n 122| repo = tmp_path / \\\"repo\\\"\\n 123| repo.mkdir()\\n 124| (repo / \\\"pyproject.toml\\\").write_text(\\\"[project]\\\\nname='demo'\\\\n\\\")\\n 125| with pytest.raises(ValueError, match=\\\"Runtime directory must be outside\\\"):\\n 126| load_settings(repo_root=repo, environ={\\\"JARVIS_FINANCE_RUNTIME_DIR\\\": str(repo / \\\"runtime\\\")})\\n 127|\", \"total_lines\": 126, \"file_size\": 4373, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_mv392J7ZIrRONSBr1kgBHueu"
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|import pytest\\n 6|\\n 7|from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n 8|from jarvis_finance.crypto.manage import (\\n 9| CRYPTO_MANUAL_REVIEW_COIN_LABELS,\\n 10| add_crypto_position,\\n 11| adjust_crypto_position,\\n 12| get_crypto_management_options,\\n 13| reduce_crypto_position,\\n 14|)\\n 15|from jarvis_finance.crypto.wallets import create_wallet\\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_conn():\\n 21| conn = connect_memory()\\n 22| apply_migrations(conn)\\n 23| return conn\\n 24|\\n 25|\\n 26|def seed_wallet(conn) -> str:\\n 27| return create_wallet(conn, wallet_name=\\\"Synthetic Review Wallet\\\", wallet_type=\\\"Software Wallet\\\")\\n 28|\\n 29|\\n 30|def audit_count(conn, action: str) -> int:\\n 31| return conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action=?\\\", (action,)).fetchone()[\\\"c\\\"]\\n 32|\\n 33|\\n 34|def test_add_initial_snapshot_addition_creates_asset_holding_and_audit() -> None:\\n 35| conn = setup_conn()\\n 36| wallet_id = seed_wallet(conn)\\n 37|\\n 38| result = add_crypto_position(\\n 39| conn,\\n 40| coin_name=\\\"Synthetic Cardano\\\",\\n 41| symbol=\\\"ADA\\\",\\n 42| coingecko_id=\\\"cardano\\\",\\n 43| wallet_id=wallet_id,\\n 44| quantity_text=\\\"0.00000001\\\",\\n 45| effective_date=\\\"2025-12-31\\\",\\n 46| operation_type=\\\"initial_snapshot_addition\\\",\\n 47| note=\\\"synthetic confirmed addition\\\",\\n 48| confirm=True,\\n 49| )\\n 50|\\n 51| holding = conn.execute(\\\"SELECT * FROM crypto_holdings WHERE crypto_holding_id=?\\\", (result.holding_id,)).fetchone()\\n 52| asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (result.asset_id,)).fetchone()\\n 53| assert holding[\\\"quantity\\\"] == \\\"0.00000001\\\"\\n 54| assert holding[\\\"legacy_snapshot_date\\\"] == \\\"2025-12-31\\\"\\n 55| assert asset[\\\"coingecko_id\\\"] == \\\"cardano\\\"\\n 56| assert audit_count(conn, \\\"initial_crypto_holding_snapshot\\\") == 1\\n 57| assert result.warnings == []\\n 58|\\n 59|\\n 60|def test_add_coin_without_coingecko_id_creates_warning_and_preserves_decimal_text() -> None:\\n 61| conn = setup_conn()\\n 62| wallet_id = seed_wallet(conn)\\n 63|\\n 64| result = add_crypto_position(\\n 65| conn,\\n 66| coin_name=\\\"Synthetic Mystery\\\",\\n 67| symbol=\\\"MYST\\\",\\n 68| coingecko_id=None,\\n 69| wallet_id=wallet_id,\\n 70| quantity_text=\\\"0.00000001\\\",\\n 71| effective_date=\\\"2025-12-31\\\",\\n 72| operation_type=\\\"initial_snapshot_addition\\\",\\n 73| note=\\\"synthetic uncertain mapping accepted\\\",\\n 74| coingecko_status=\\\"missing_confirmed\\\",\\n 75| confirm=True,\\n 76| )\\n 77|\\n 78| stored = conn.execute(\\\"SELECT quantity FROM crypto_holdings WHERE crypto_holding_id=?\\\", (result.holding_id,)).fetchone()[\\\"quantity\\\"]\\n 79| assert stored == \\\"0.00000001\\\"\\n 80| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_coingecko_id'\\\").fetchone()[\\\"c\\\"] >= 1\\n 81| assert \\\"missing_coingecko_id\\\" in result.warnings\\n 82|\\n 83|\\n 84|def test_manual_adjustment_requires_note_and_records_old_new_values() -> None:\\n 85| conn = setup_conn()\\n 86| wallet_id = seed_wallet(conn)\\n 87| added = add_crypto_position(\\n 88| conn,\\n 89| coin_name=\\\"Synthetic Bitcoin\\\",\\n 90| symbol=\\\"BTC\\\",\\n 91| coingecko_id=\\\"bitcoin\\\",\\n 92| wallet_id=wallet_id,\\n 93| quantity_text=\\\"1.25\\\",\\n 94| effective_date=\\\"2025-12-31\\\",\\n 95| operation_type=\\\"initial_snapshot_addition\\\",\\n 96| note=\\\"synthetic initial\\\",\\n 97| confirm=True,\\n 98| )\\n 99|\\n 100| with pytest.raises(ValueError, match=\\\"note\\\"):\\n 101| adjust_crypto_position(\\n 102| conn,\\n 103| asset_id=added.asset_id,\\n 104| wallet_id=wallet_id,\\n 105| new_quantity_text=\\\"1.30\\\",\\n 106| effective_date=\\\"2026-01-15\\\",\\n 107| note=\\\"\\\",\\n 108| confirm=True,\\n 109| )\\n 110|\\n 111| txid = adjust_crypto_position(\\n 112| conn,\\n 113| asset_id=added.asset_id,\\n 114| wallet_id=wallet_id,\\n 115| new_quantity_text=\\\"1.30\\\",\\n 116| effective_date=\\\"2026-01-15\\\",\\n 117| note=\\\"synthetic correction note\\\",\\n 118| confirm=True,\\n 119| ).transaction_id\\n 120|\\n 121| holdings = calculate_crypto_holdings(conn)\\n 122| assert holdings.wallet_holdings[(wallet_id, added.asset_id)].quantity == Decimal(\\\"1.30\\\")\\n 123| audit = conn.execute(\\\"SELECT old_values_json, new_values_json FROM audit_log WHERE entity_id=? AND action='crypto_manual_adjustment'\\\", (txid,)).fetchone()\\n 124| assert '\\\"quantity\\\": \\\"1.25\\\"' in audit[\\\"old_values_json\\\"]\\n 125| assert '\\\"quantity\\\": \\\"1.30\\\"' in audit[\\\"new_values_json\\\"]\\n 126|\\n 127|\\n 128|def test_reduce_to_zero_preserves_holding_row_without_delete_and_blocks_negative() -> None:\\n 129| conn = setup_conn()\\n 130| wallet_id = seed_wallet(conn)\\n 131| added = add_crypto_position(\\n 132| conn,\\n 133| coin_name=\\\"Synthetic Ether\\\",\\n 134| symbol=\\\"ETH\\\",\\n 135| coingecko_id=\\\"ethereum\\\",\\n 136| wallet_id=wallet_id,\\n 137| quantity_text=\\\"2\\\",\\n 138| effective_date=\\\"2025-12-31\\\",\\n 139| operation_type=\\\"initial_snapshot_addition\\\",\\n 140| note=\\\"synthetic initial\\\",\\n 141| confirm=True,\\n 142| )\\n 143|\\n 144| reduce_crypto_position(\\n 145| conn,\\n 146| asset_id=added.asset_id,\\n 147| wallet_id=wallet_id,\\n 148| reduction_quantity_text=\\\"2\\\",\\n 149| effective_date=\\\"2026-02-01\\\",\\n 150| note=\\\"synthetic remove via adjustment\\\",\\n 151| confirm=True,\\n 152| )\\n 153|\\n 154| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM crypto_holdings WHERE asset_id=? AND wallet_id=?\\\", (added.asset_id, wallet_id)).fetchone()[\\\"c\\\"] == 1\\n 155| assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, added.asset_id)].quantity == Decimal(\\\"0\\\")\\n 156|\\n 157| with pytest.raises(ValueError, match=\\\"negative\\\"):\\n 158| reduce_crypto_position(\\n 159| conn,\\n 160| asset_id=added.asset_id,\\n 161| wallet_id=wallet_id,\\n 162| reduction_quantity_text=\\\"0.00000001\\\",\\n 163| effective_date=\\\"2026-02-01\\\",\\n 164| note=\\\"synthetic over reduce\\\",\\n 165| confirm=True,\\n 166| )\\n 167|\\n 168|\\n 169|def test_validations_reject_bad_amounts_wallets_and_unconfirmed_writes() -> None:\\n 170| conn = setup_conn()\\n 171| wallet_id = seed_wallet(conn)\\n 172|\\n 173| with pytest.raises(ValueError, match=\\\"quantity\\\"):\\n 174| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"0\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 175| with pytest.raises(ValueError, match=\\\"wallet\\\"):\\n 176| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=\\\"\\\", quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 177| with pytest.raises(ValueError, match=\\\"symbol\\\"):\\n 178| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 179| with pytest.raises(ValueError, match=\\\"confirm\\\"):\\n 180| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=False)\\n 181|\\n 182|\\n 183|def test_crypto_management_options_include_manual_review_list() -> None:\\n 184| conn = setup_conn()\\n 185| options = get_crypto_management_options(conn)\\n 186| assert \\\"ADA Cardano\\\" in CRYPTO_MANUAL_REVIEW_COIN_LABELS\\n 187| assert \\\"USTC Terra Classic\\\" in options[\\\"manual_review_coin_labels\\\"]\\n 188| assert options[\\\"wallets\\\"] == []\\n 189|\\n 190|\\n 191|def test_manual_adjustment_transaction_type_is_used_by_holding_calculation() -> None:\\n 192| conn = setup_conn()\\n 193| wallet_id = seed_wallet(conn)\\n 194| asset = add_crypto_position(\\n 195| conn,\\n 196| coin_name=\\\"Synthetic Solana\\\",\\n 197| symbol=\\\"SOL\\\",\\n 198| coingecko_id=\\\"solana\\\",\\n 199| wallet_id=wallet_id,\\n 200| quantity_text=\\\"1\\\",\\n 201| effective_date=\\\"2025-12-31\\\",\\n 202| operation_type=\\\"initial_snapshot_addition\\\",\\n 203| note=\\\"synthetic initial\\\",\\n 204| confirm=True,\\n 205| ).asset_id\\n 206|\\n 207| adjust_crypto_position(conn, asset_id=asset, wallet_id=wallet_id, new_quantity_text=\\\"1.00000001\\\", effective_date=\\\"2026-01-01\\\", note=\\\"synthetic tiny correction\\\", confirm=True)\\n 208|\\n 209| assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, asset)].quantity == Decimal(\\\"1.00000001\\\")\\n 210| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='crypto_manual_adjustment'\\\").fetchone()[\\\"c\\\"] == 1\\n 211|\", \"total_lines\": 210, \"file_size\": 8145, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_3WKvpvflxJrWMlMvxKJAQS7V"
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|import pytest\\n 6|\\n 7|from jarvis_finance.crypto.assets import create_crypto_asset, get_crypto_asset\\n 8|from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n 9|from jarvis_finance.crypto.transactions import record_crypto_buy, record_crypto_sell, record_crypto_transfer\\n 10|from jarvis_finance.crypto.wallets import create_wallet, deactivate_wallet, get_wallet, update_wallet\\n 11|from jarvis_finance.storage.database import connect_memory\\n 12|from jarvis_finance.storage.migrations import apply_migrations\\n 13|\\n 14|\\n 15|def setup_conn():\\n 16| conn = connect_memory()\\n 17| apply_migrations(conn)\\n 18| conn.execute(\\n 19| \\\"INSERT INTO platforms(platform_id, name, platform_type, default_currency, created_at) VALUES('p1','Synthetic Broker','Bank/Broker','CHF','now')\\\"\\n 20| )\\n 21| conn.execute(\\n 22| \\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES('a1','p1','Synthetic Cash','cash','CHF','now')\\\"\\n 23| )\\n 24| conn.commit()\\n 25| return conn\\n 26|\\n 27|\\n 28|def seed_wallets_assets(conn):\\n 29| w1 = create_wallet(conn, wallet_name='Synthetic Cold Wallet', wallet_type='Hardware Wallet')\\n 30| w2 = create_wallet(conn, wallet_name='Synthetic Exchange Wallet', wallet_type='Exchange')\\n 31| btc = create_crypto_asset(conn, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n 32| eth = create_crypto_asset(conn, coin_name='Synthetic Ether', symbol='ETH', coingecko_id='ethereum')\\n 33| return w1, w2, btc, eth\\n 34|\\n 35|\\n 36|def test_wallet_create_read_update_deactivate_and_duplicate_name_blocked() -> None:\\n 37| conn = setup_conn()\\n 38| wallet_id = create_wallet(conn, wallet_name='Synthetic Wallet Alpha', wallet_type='Hardware Wallet')\\n 39| wallet = get_wallet(conn, wallet_id)\\n 40| assert wallet['wallet_name'] == 'Synthetic Wallet Alpha'\\n 41| assert wallet['wallet_address'] is None\\n 42|\\n 43| with pytest.raises(ValueError, match='wallet_name'):\\n 44| create_wallet(conn, wallet_name='Synthetic Wallet Alpha', wallet_type='Software Wallet')\\n 45| with pytest.raises(ValueError, match='wallet_type'):\\n 46| create_wallet(conn, wallet_name='Synthetic Bad Type', wallet_type='Moon Bag')\\n 47|\\n 48| update_wallet(conn, wallet_id, wallet_type='DeFi', notes='synthetic update')\\n 49| assert get_wallet(conn, wallet_id)['wallet_type'] == 'DeFi'\\n 50| deactivate_wallet(conn, wallet_id, note='synthetic retire')\\n 51| assert get_wallet(conn, wallet_id)['is_active'] == 0\\n 52|\\n 53|\\n 54|def test_crypto_asset_with_and_without_coingecko_and_symbol_conflict_warning() -> None:\\n 55| conn = setup_conn()\\n 56| a1 = create_crypto_asset(conn, coin_name='Synthetic Bitcoin', symbol='BTC', coingecko_id='bitcoin')\\n 57| assert get_crypto_asset(conn, a1)['coingecko_id'] == 'bitcoin'\\n 58|\\n 59| a2 = create_crypto_asset(conn, coin_name='Synthetic Bitcoin Wrapper', symbol='BTC', coingecko_id='wrapped-bitcoin')\\n 60| assert get_crypto_asset(conn, a2)['symbol'] == 'BTC'\\n 61| symbol_alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='crypto_symbol_conflict'\\\").fetchall()\\n 62| assert symbol_alerts\\n 63|\\n 64| a3 = create_crypto_asset(conn, coin_name='Synthetic Mystery Coin', symbol='MYST')\\n 65| assert get_crypto_asset(conn, a3)['coingecko_id'] is None\\n 66| missing_alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='missing_coingecko_id'\\\").fetchall()\\n 67| assert missing_alerts\\n 68|\\n 69|\\n 70|def test_initial_crypto_holdings_multiple_wallets_aggregate_and_legacy_values_not_current() -> None:\\n 71| conn = setup_conn()\\n 72| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 73| create_initial_holding_snapshot(\\n 74| conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1.25'), verification_status='verified',\\n 75| last_verified_at='2026-01-01T00:00:00Z', legacy_snapshot_value_chf=Decimal('50000'), note='synthetic snapshot'\\n 76| )\\n 77| create_initial_holding_snapshot(\\n 78| conn, asset_id=btc, wallet_id=w2, quantity=Decimal('0.75'), verification_status='stale',\\n 79| legacy_snapshot_value_chf=Decimal('30000'), note='synthetic snapshot'\\n 80| )\\n 81|\\n 82| holdings = calculate_crypto_holdings(conn)\\n 83| assert holdings.wallet_holdings[(w1, btc)].quantity == Decimal('1.25')\\n 84| assert holdings.wallet_holdings[(w2, btc)].quantity == Decimal('0.75')\\n 85| assert holdings.total_by_asset[btc].quantity == Decimal('2.00')\\n 86| assert holdings.wallet_holdings[(w1, btc)].legacy_snapshot_value_chf == Decimal('50000')\\n 87| assert holdings.wallet_holdings[(w1, btc)].current_value_chf is None\\n 88|\\n 89|\\n 90|def test_transfer_between_wallets_with_coin_fee_and_audit() -> None:\\n 91| conn = setup_conn()\\n 92| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 93| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('2'), verification_status='verified', note='synthetic snapshot')\\n 94|\\n 95| txid = record_crypto_transfer(\\n 96| conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('0.5'),\\n 97| fee_quantity=Decimal('0.01'), tx_hash='synthetic_tx_hash_001', note='synthetic transfer'\\n 98| )\\n 99|\\n 100| holdings = calculate_crypto_holdings(conn)\\n 101| assert holdings.wallet_holdings[(w1, btc)].quantity == Decimal('1.49')\\n 102| assert holdings.wallet_holdings[(w2, btc)].quantity == Decimal('0.5')\\n 103| assert conn.execute('SELECT transaction_type FROM crypto_transactions WHERE crypto_transaction_id=?', (txid,)).fetchone()['transaction_type'] == 'transfer'\\n 104| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='crypto_transfer'\\\").fetchone()['c'] == 1\\n 105|\\n 106|\\n 107|def test_transfer_same_wallet_and_overdraft_are_rejected_or_critical() -> None:\\n 108| conn = setup_conn()\\n 109| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 110| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('0.1'), verification_status='verified', note='synthetic snapshot')\\n 111|\\n 112| with pytest.raises(ValueError, match='different'):\\n 113| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w1, quantity=Decimal('0.01'), note='bad synthetic transfer')\\n 114| with pytest.raises(ValueError, match='negative'):\\n 115| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('1'), note='overdraft synthetic transfer')\\n 116| alerts = conn.execute(\\\"SELECT * FROM alerts WHERE rule_id='crypto_negative_wallet_balance'\\\").fetchall()\\n 117| assert alerts and alerts[0]['priority'] == 'kritisch'\\n 118|\\n 119|\\n 120|def test_crypto_buy_with_fiat_creates_ledger_link_and_increases_wallet() -> None:\\n 121| conn = setup_conn()\\n 122| w1, _, btc, _ = seed_wallets_assets(conn)\\n 123| crypto_txid = record_crypto_buy(\\n 124| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.2'),\\n 125| gross_amount_original=Decimal('1000'), fee_original=Decimal('10'), currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 126| note='synthetic buy'\\n 127| )\\n 128| row = conn.execute('SELECT transaction_id FROM crypto_transactions WHERE crypto_transaction_id=?', (crypto_txid,)).fetchone()\\n 129| assert row['transaction_id'] is not None\\n 130| ledger = conn.execute('SELECT transaction_type, source_id, net_amount_original FROM transactions WHERE transaction_id=?', (row['transaction_id'],)).fetchone()\\n 131| assert ledger['transaction_type'] == 'buy'\\n 132| assert ledger['source_id'] == crypto_txid\\n 133| assert Decimal(ledger['net_amount_original']) == Decimal('1000')\\n 134| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.2')\\n 135|\\n 136|\\n 137|def test_crypto_sell_with_fiat_creates_ledger_link_and_reduces_wallet() -> None:\\n 138| conn = setup_conn()\\n 139| w1, _, btc, _ = seed_wallets_assets(conn)\\n 140| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1'), verification_status='verified', note='synthetic snapshot')\\n 141| crypto_txid = record_crypto_sell(\\n 142| conn, account_id='a1', asset_id=btc, from_wallet_id=w1, quantity=Decimal('0.4'),\\n 143| gross_amount_original=Decimal('2000'), fee_original=Decimal('20'), currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 144| note='synthetic sell'\\n 145| )\\n 146| linked = conn.execute('SELECT transaction_id FROM crypto_transactions WHERE crypto_transaction_id=?', (crypto_txid,)).fetchone()['transaction_id']\\n 147| ledger = conn.execute('SELECT transaction_type, net_amount_original FROM transactions WHERE transaction_id=?', (linked,)).fetchone()\\n 148| assert ledger['transaction_type'] == 'partial_sell'\\n 149| assert Decimal(ledger['net_amount_original']) == Decimal('1980')\\n 150| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.6')\\n 151|\\n 152|\\n 153|def test_coin_fee_reduces_balance_and_fiat_fee_creates_ledger_fee_without_double_counting() -> None:\\n 154| conn = setup_conn()\\n 155| w1, w2, btc, _ = seed_wallets_assets(conn)\\n 156| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal('1'), verification_status='verified', note='synthetic snapshot')\\n 157| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=w1, to_wallet_id=w2, quantity=Decimal('0.2'), fee_quantity=Decimal('0.03'), note='synthetic coin fee')\\n 158| assert calculate_crypto_holdings(conn).wallet_holdings[(w1, btc)].quantity == Decimal('0.77')\\n 159|\\n 160| record_crypto_buy(\\n 161| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.1'),\\n 162| gross_amount_original=Decimal('500'), fee_original=Decimal('5'), fee_currency='CHF', currency='CHF', fx_rate_to_chf=Decimal('1'),\\n 163| note='synthetic fiat fee'\\n 164| )\\n 165| fee_rows = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_type='fee' AND source_type='crypto'\\\").fetchall()\\n 166| assert len(fee_rows) == 1\\n 167| assert Decimal(fee_rows[0]['gross_amount_original']) == Decimal('5')\\n 168| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action IN ('crypto_buy','crypto_transfer')\\\").fetchone()['c'] >= 2\\n 169|\\n 170|\\n 171|def test_crypto_buy_missing_fx_is_incomplete_and_fee_unclear_warns() -> None:\\n 172| conn = setup_conn()\\n 173| w1, _, btc, _ = seed_wallets_assets(conn)\\n 174| record_crypto_buy(\\n 175| conn, account_id='a1', asset_id=btc, to_wallet_id=w1, quantity=Decimal('0.1'),\\n 176| gross_amount_original=Decimal('100'), fee_original=Decimal('1'), fee_currency=None,\\n 177| currency='USD', fx_rate_to_chf=None, note='synthetic missing fx'\\n 178| )\\n 179| ledger = conn.execute(\\\"SELECT fx_status, quality_status FROM transactions WHERE source_type='crypto' AND transaction_type='buy'\\\").fetchone()\\n 180| assert ledger['fx_status'] == 'missing'\\n 181| assert ledger['quality_status'] == 'incomplete'\\n 182| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='crypto_fee_currency_unclear'\\\").fetchone()['c'] == 1\\n 183|\", \"total_lines\": 182, \"file_size\": 10444, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_shbnK2UjSq2sRaM1bawbvKSV"
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"role": "assistant",
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"reasoning": "**Considering wallet audits**\n\nI’m thinking about needing a record transfer wrapper with a note. I believe I've got that already. Then there's the question of whether I need a new wallet audit; maybe utilizing create_wallet is the way to go for the audit. I feel like I need to inspect that further to make sure everything is working smoothly and securely. It’s important to ensure that I’ve covered all necessary aspects!",
"finish_reason": "tool_calls",
"reasoning_content": "**Considering wallet audits**\n\nI’m thinking about needing a record transfer wrapper with a note. I believe I've got that already. Then there's the question of whether I need a new wallet audit; maybe utilizing create_wallet is the way to go for the audit. I feel like I need to inspect that further to make sure everything is working smoothly and securely. It’s important to ensure that I’ve covered all necessary aspects!",
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{
"type": "summary_text",
"text": "**Considering wallet audits**\n\nI’m thinking about needing a record transfer wrapper with a note. I believe I've got that already. Then there's the question of whether I need a new wallet audit; maybe utilizing create_wallet is the way to go for the audit. I feel like I need to inspect that further to make sure everything is working smoothly and securely. It’s important to ensure that I’ve covered all necessary aspects!"
}
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}
],
"tool_calls": [
{
"id": "call_5SIaLvyvh9m12upyfbQIXahE",
"call_id": "call_5SIaLvyvh9m12upyfbQIXahE",
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"name": "read_file",
"arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/wallets.py\"}"
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}
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},
{
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"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|\\n 8|VALID_WALLET_TYPES = {\\n 9| \\\"Hardware Wallet\\\",\\n 10| \\\"Software Wallet\\\",\\n 11| \\\"Exchange\\\",\\n 12| \\\"Bank/Broker\\\",\\n 13| \\\"DeFi\\\",\\n 14| \\\"Sonstiges\\\",\\n 15|}\\n 16|\\n 17|\\n 18|def _validate_wallet_type(wallet_type: str) -> None:\\n 19| if wallet_type not in VALID_WALLET_TYPES:\\n 20| raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\n 21|\\n 22|\\n 23|def create_wallet(\\n 24| conn: Connection,\\n 25| *,\\n 26| wallet_name: str,\\n 27| wallet_type: str,\\n 28| wallet_address: str | None = None,\\n 29| platform_provider: str | None = None,\\n 30| network_chain: str | None = None,\\n 31| owner: str | None = None,\\n 32| last_verified_at: str | None = None,\\n 33| notes: str | None = None,\\n 34|) -> str:\\n 35| _validate_wallet_type(wallet_type)\\n 36| now = utc_now()\\n 37| wallet_id = stable_id(\\\"wallet\\\", wallet_name)\\n 38| try:\\n 39| conn.execute(\\n 40| \\\"\\\"\\\"\\n 41| INSERT INTO crypto_wallets(\\n 42| wallet_id, wallet_name, wallet_type, platform_provider, network_chain,\\n 43| wallet_address, owner, is_active, last_verified_at, notes, created_at\\n 44| ) VALUES (?, ?, ?, ?, ?, ?, ?, 1, ?, ?, ?)\\n 45| \\\"\\\"\\\",\\n 46| (wallet_id, wallet_name, wallet_type, platform_provider, network_chain, wallet_address, owner, last_verified_at, notes, now),\\n 47| )\\n 48| except IntegrityError as exc:\\n 49| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 50| record_audit_event(\\n 51| conn,\\n 52| source=\\\"crypto_wallets\\\",\\n 53| action=\\\"create_wallet\\\",\\n 54| entity_type=\\\"crypto_wallet\\\",\\n 55| entity_id=wallet_id,\\n 56| new_values={\\\"wallet_name\\\": wallet_name, \\\"wallet_type\\\": wallet_type},\\n 57| confirmed=True,\\n 58| created_by=\\\"system\\\",\\n 59| )\\n 60| conn.commit()\\n 61| return wallet_id\\n 62|\\n 63|\\n 64|def get_wallet(conn: Connection, wallet_id: str):\\n 65| row = conn.execute(\\\"SELECT * FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 66| if row is None:\\n 67| raise KeyError(wallet_id)\\n 68| return row\\n 69|\\n 70|\\n 71|def update_wallet(conn: Connection, wallet_id: str, **changes) -> None:\\n 72| allowed = {\\\"wallet_name\\\", \\\"wallet_type\\\", \\\"wallet_address\\\", \\\"platform_provider\\\", \\\"network_chain\\\", \\\"owner\\\", \\\"last_verified_at\\\", \\\"notes\\\", \\\"is_active\\\"}\\n 73| if \\\"wallet_type\\\" in changes:\\n 74| _validate_wallet_type(changes[\\\"wallet_type\\\"])\\n 75| clean = {k: v for k, v in changes.items() if k in allowed}\\n 76| if not clean:\\n 77| return\\n 78| clean[\\\"updated_at\\\"] = utc_now()\\n 79| assignments = \\\", \\\".join(f\\\"{k}=?\\\" for k in clean)\\n 80| try:\\n 81| conn.execute(f\\\"UPDATE crypto_wallets SET {assignments} WHERE wallet_id=?\\\", (*clean.values(), wallet_id))\\n 82| except IntegrityError as exc:\\n 83| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 84| record_audit_event(\\n 85| conn,\\n 86| source=\\\"crypto_wallets\\\",\\n 87| action=\\\"update_wallet\\\",\\n 88| entity_type=\\\"crypto_wallet\\\",\\n 89| entity_id=wallet_id,\\n 90| new_values=clean,\\n 91| confirmed=True,\\n 92| created_by=\\\"system\\\",\\n 93| )\\n 94| conn.commit()\\n 95|\\n 96|\\n 97|def deactivate_wallet(conn: Connection, wallet_id: str, *, note: str) -> None:\\n 98| if not note.strip():\\n 99| raise ValueError(\\\"deactivate wallet requires a note\\\")\\n 100| update_wallet(conn, wallet_id, is_active=0, notes=note)\\n 101|\", \"total_lines\": 100, \"file_size\": 3314, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_5SIaLvyvh9m12upyfbQIXahE"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Implementing data functions**\n\nI'm working on setting up the data functions and it's crucial to create a price table schema first. That'll help organize the data clearly. Additionally, I need to think about demo data to test the functions effectively; it's essential to have realistic scenarios to see how everything functions in practice. This will help ensure the processes are running smoothly! Alright, let's keep things moving in the right direction.",
"finish_reason": "tool_calls",
"reasoning_content": "**Implementing data functions**\n\nI'm working on setting up the data functions and it's crucial to create a price table schema first. That'll help organize the data clearly. Additionally, I need to think about demo data to test the functions effectively; it's essential to have realistic scenarios to see how everything functions in practice. This will help ensure the processes are running smoothly! Alright, let's keep things moving in the right direction.",
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"id": "rs_0134d7700e125cf0016a0733be79008191865d57510d38942b",
"summary": [
{
"type": "summary_text",
"text": "**Implementing data functions**\n\nI'm working on setting up the data functions and it's crucial to create a price table schema first. That'll help organize the data clearly. Additionally, I need to think about demo data to test the functions effectively; it's essential to have realistic scenarios to see how everything functions in practice. This will help ensure the processes are running smoothly! Alright, let's keep things moving in the right direction."
}
]
}
],
"tool_calls": [
{
"id": "call_61ZNOk4Pdht7k5QqkawNLuF4",
"call_id": "call_61ZNOk4Pdht7k5QqkawNLuF4",
"response_item_id": "fc_0134d7700e125cf0016a0733c0dd9481918641b911c8389f34",
"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":360,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/demo_data.py\"}"
}
}
]
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from pathlib import Path\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.accounts_importer import import_accounts_csv\\n 9|from jarvis_finance.imports.cash_balances_importer import import_cash_balances_csv\\n 10|from jarvis_finance.imports.crypto_holdings_importer import import_crypto_holdings_csv\\n 11|from jarvis_finance.imports.crypto_transactions_importer import import_crypto_transactions_csv\\n 12|from jarvis_finance.imports.crypto_wallets_importer import import_crypto_wallets_csv\\n 13|from jarvis_finance.imports.instruments_importer import import_instruments_csv\\n 14|from jarvis_finance.imports.transactions_importer import import_transactions_csv\\n 15|from jarvis_finance.imports.watchlist_importer import import_watchlist_csv\\n 16|from jarvis_finance.imports.common import stable_id, utc_now\\n 17|from jarvis_finance.crypto.assets import create_crypto_asset\\n 18|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 19|from jarvis_finance.crypto.transactions import record_crypto_transfer\\n 20|from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n 21|from jarvis_finance.quality.alerts import create_alert\\n 22|from jarvis_finance.storage.migrations import apply_migrations\\n 23|\\n 24|ROOT = Path(__file__).resolve().parents[3]\\n 25|DEFAULT_FIXTURES = ROOT / \\\"tests\\\" / \\\"fixtures\\\"\\n 26|\\n 27|\\n 28|def load_synthetic_demo_data(conn: Connection, fixtures_dir: Path | None = None) -> None:\\n 29| \\\"\\\"\\\"Load deterministic synthetic fixtures into an existing SQLite connection.\\n 30|\\n 31| This function is explicit-only: dashboard pages never call it automatically.\\n 32| It is safe for tests and local demo DB creation because it reads only tests/fixtures.\\n 33| \\\"\\\"\\\"\\n 34| apply_migrations(conn)\\n 35| fixtures = fixtures_dir or DEFAULT_FIXTURES\\n 36| import_accounts_csv(conn, fixtures / \\\"accounts.csv\\\", commit=True)\\n 37| import_instruments_csv(conn, fixtures / \\\"instruments.csv\\\", commit=True)\\n 38| import_transactions_csv(conn, fixtures / \\\"transactions.csv\\\", commit=True)\\n 39| import_crypto_wallets_csv(conn, fixtures / \\\"crypto_wallets.csv\\\", commit=True)\\n 40| # Current canonical crypto importers are intentionally stricter than early fixtures.\\n 41| # Seed the local demo DB via domain APIs to keep this explicit and synthetic.\\n 42| _add_demo_crypto(conn)\\n 43| _add_demo_watchlist(conn)\\n 44| import_cash_balances_csv(conn, fixtures / \\\"cash_balances_initial.csv\\\", commit=True)\\n 45| _add_demo_prices(conn)\\n 46| _add_demo_alerts_and_audit(conn)\\n 47| conn.commit()\\n 48|\\n 49|\\n 50|def _add_demo_crypto(conn: Connection) -> None:\\n 51| btc = create_crypto_asset(conn, coin_name=\\\"Demo Bitcoin\\\", symbol=\\\"DBTC\\\", coingecko_id=\\\"demo-bitcoin\\\")\\n 52| eth = create_crypto_asset(conn, coin_name=\\\"Demo Ether\\\", symbol=\\\"DETH\\\", coingecko_id=\\\"demo-ether\\\")\\n 53| ledger = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_name='Ledger Demo'\\\").fetchone()\\n 54| kraken = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_name='Kraken Demo'\\\").fetchone()\\n 55| if ledger and not conn.execute(\\\"SELECT 1 FROM crypto_holdings WHERE wallet_id=? AND asset_id=?\\\", (ledger[\\\"wallet_id\\\"], btc)).fetchone():\\n 56| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=ledger[\\\"wallet_id\\\"], quantity=Decimal(\\\"0.10\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T12:00:00Z\\\", note=\\\"Synthetischer Bestand\\\")\\n 57| if kraken and not conn.execute(\\\"SELECT 1 FROM crypto_holdings WHERE wallet_id=? AND asset_id=?\\\", (kraken[\\\"wallet_id\\\"], eth)).fetchone():\\n 58| create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=kraken[\\\"wallet_id\\\"], quantity=Decimal(\\\"1.50\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T12:00:00Z\\\", note=\\\"Synthetischer Bestand\\\")\\n 59| if ledger and kraken and not conn.execute(\\\"SELECT 1 FROM crypto_transactions WHERE tx_hash='synthetic_demo_hash_001'\\\").fetchone():\\n 60| record_crypto_transfer(conn, asset_id=btc, from_wallet_id=ledger[\\\"wallet_id\\\"], to_wallet_id=kraken[\\\"wallet_id\\\"], quantity=Decimal(\\\"0.01\\\"), fee_quantity=Decimal(\\\"0.0001\\\"), tx_hash=\\\"synthetic_demo_hash_001\\\", note=\\\"Synthetischer Transfer\\\")\\n 61|\\n 62|\\n 63|def _add_demo_watchlist(conn: Connection) -> None:\\n 64| if conn.execute(\\\"SELECT 1 FROM watchlist WHERE name='Demo World ETF'\\\").fetchone():\\n 65| return\\n 66| now = utc_now()\\n 67| conn.execute(\\n 68| \\\"\\\"\\\"\\n 69| INSERT INTO watchlist(watchlist_id, name, asset_class, reason, status, target_entry_price,\\n 70| target_entry_currency, investment_case, bear_case, created_at)\\n 71| VALUES (?, 'Demo World ETF', 'ETF', 'Core-Kandidat', 'active', '100', 'CHF',\\n 72| 'Synthetischer Case', 'Synthetischer Bear Case', ?)\\n 73| \\\"\\\"\\\",\\n 74| (stable_id(\\\"watch\\\", \\\"Demo World ETF\\\", \\\"ETF\\\"), now),\\n 75| )\\n 76|\\n 77|\\n 78|def _add_demo_prices(conn: Connection) -> None:\\n 79| prices = {\\\"demo-bitcoin\\\": Decimal(\\\"40000.00\\\"), \\\"demo-ether\\\": Decimal(\\\"2500.00\\\")}\\n 80| for row in conn.execute(\\\"SELECT asset_id, coingecko_id FROM crypto_assets WHERE coingecko_id IS NOT NULL AND coingecko_id != ''\\\").fetchall():\\n 81| price = prices.get(row[\\\"coingecko_id\\\"], Decimal(\\\"1.00\\\"))\\n 82| existing = conn.execute(\\\"SELECT 1 FROM crypto_prices WHERE asset_id=? AND price_currency='CHF'\\\", (row[\\\"asset_id\\\"],)).fetchone()\\n 83| if existing:\\n 84| continue\\n 85| store_crypto_price(conn, asset_id=row[\\\"asset_id\\\"], quote=PriceQuote(row[\\\"coingecko_id\\\"], \\\"CHF\\\", price, provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n 86| instrument = conn.execute(\\\"SELECT instrument_id FROM instruments ORDER BY name LIMIT 1\\\").fetchone()\\n 87| if instrument and not conn.execute(\\\"SELECT 1 FROM market_prices WHERE instrument_id=?\\\", (instrument[\\\"instrument_id\\\"],)).fetchone():\\n 88| now = utc_now()\\n 89| conn.execute(\\n 90| \\\"\\\"\\\"\\n 91| INSERT INTO market_prices(market_price_id, instrument_id, price_date, close, currency, provider, quality_status, created_at)\\n 92| VALUES (?, ?, '2026-02-01', '112.50', 'CHF', 'synthetic-cache', 'ok', ?)\\n 93| \\\"\\\"\\\",\\n 94| (stable_id(\\\"mprice\\\", instrument[\\\"instrument_id\\\"], \\\"2026-02-01\\\"), instrument[\\\"instrument_id\\\"], now),\\n 95| )\\n 96|\\n 97|\\n 98|def _add_demo_alerts_and_audit(conn: Connection) -> None:\\n 99| create_alert(\\n 100| conn,\\n 101| priority=\\\"warnung\\\",\\n 102| category=\\\"market_data\\\",\\n 103| entity_type=\\\"crypto_price\\\",\\n 104| entity_id=\\\"synthetic-demo\\\",\\n 105| rule_id=\\\"demo_stale_price\\\",\\n 106| message=\\\"Synthetic demo alert: verify price freshness before using real data.\\\",\\n 107| evidence={\\\"source\\\": \\\"synthetic\\\"},\\n 108| fingerprint=\\\"synthetic-demo-stale-price\\\",\\n 109| )\\n 110| if not conn.execute(\\\"SELECT 1 FROM audit_log WHERE source='dashboard_demo'\\\").fetchone():\\n 111| record_audit_event(\\n 112| conn,\\n 113| source=\\\"dashboard_demo\\\",\\n 114| action=\\\"load_synthetic_demo_data\\\",\\n 115| entity_type=\\\"demo_dataset\\\",\\n 116| entity_id=\\\"synthetic-fixtures\\\",\\n 117| new_values={\\\"fixtures\\\": \\\"tests/fixtures\\\", \\\"real_data\\\": False},\\n 118| confirmed=True,\\n 119| created_by=\\\"system\\\",\\n 120| )\\n 121|\", \"total_lines\": 120, \"file_size\": 6994, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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{
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"call_id": "call_WS4QhuqRt6k1MYtmVFN3Kruz",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\",\"old_string\":\"from jarvis_finance.storage.migrations import apply_migrations\\n\",\"new_string\":\"from 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.market.providers import PriceQuote, store_crypto_price\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\\n@@ -20,6 +20,10 @@\\n page_12_crypto_manage,\\n )\\n from jarvis_finance.storage.database import connect_memory\\n+from jarvis_finance.crypto.assets import create_crypto_asset\\n+from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n+from jarvis_finance.crypto.wallets import create_wallet\\n+from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"tool_calls": [
{
"id": "call_DbLYXB0jS0j25Zqgn1tWWy53",
"call_id": "call_DbLYXB0jS0j25Zqgn1tWWy53",
"response_item_id": "fc_0134d7700e125cf0016a0733d1315c8191ab8af690de98c95c",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"\\n\\ndef setup_multi_wallet_crypto_conn():\\n conn = connect_memory()\\n apply_migrations(conn)\\n w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w1, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w2, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal(\\\"0.00000001\\\"), verification_status=\\\"stale\\\", last_verified_at=\\\"2026-01-01T00:00:00Z\\\", note=\\\"synthetic btc tiny\\\")\\n store_crypto_price(conn, asset_id=eth, quote=PriceQuote(\\\"ethereum\\\", \\\"CHF\\\", Decimal(\\\"2500.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n store_crypto_price(conn, asset_id=btc, quote=PriceQuote(\\\"bitcoin\\\", \\\"CHF\\\", Decimal(\\\"40000.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n return conn\\n\\n\\ndef test_crypto_summary_cards_and_coin_aggregation_across_wallets() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n summary = dashboard_data.get_crypto_summary_cards(conn)\\n assert summary[\\\"coin_count\\\"] == \\\"2\\\"\\n assert summary[\\\"wallets_with_holdings\\\"] == \\\"2\\\"\\n assert summary[\\\"holding_count\\\"] == \\\"3\\\"\\n assert Decimal(summary[\\\"total_value_chf\\\"]) == Decimal(\\\"10000.00\\\") + Decimal(\\\"0.0004\\\")\\n rows = dashboard_data.get_crypto_coin_summary(conn)\\n eth = next(row for row in rows if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n assert eth[\\\"coin\\\"] == \\\"Ethereum\\\"\\n assert eth[\\\"total_quantity\\\"] == \\\"4\\\"\\n assert eth[\\\"wallet_count\\\"] == \\\"2\\\"\\n assert eth[\\\"current_price_chf\\\"] == \\\"2500.00\\\"\\n assert eth[\\\"total_value_chf\\\"] == \\\"10000.00\\\"\\n assert eth[\\\"portfolio_share\\\"]\\n assert not ({\\\"asset_id\\\", \\\"wallet_id\\\", \\\"dedup_key\\\", \\\"candidate_count\\\", \\\"provider_symbol_status\\\"} & set(eth))\\n\\n\\ndef test_coin_wallet_drilldown_and_wallet_summary_are_user_friendly() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n eth_row = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n detail = dashboard_data.get_crypto_coin_wallet_details(conn, eth_row[\\\"_asset_id\\\"])\\n assert [row[\\\"wallet\\\"] for row in detail] == [\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"]\\n assert {row[\\\"quantity\\\"] for row in detail} == {\\\"2\\\"}\\n assert all(row[\\\"value_chf\\\"] == \\\"5000.00\\\" for row in detail)\\n assert all(row[\\\"share_of_coin\\\"] == \\\"50.00%\\\" for row in detail)\\n assert not ({\\\"asset_id\\\", \\\"wallet_id\\\", \\\"dedup_key\\\", \\\"raw_json\\\"} & set(detail[0]))\\n wallets = dashboard_data.get_wallet_overview_cards(conn)\\n assert wallets[\\\"wallet_count\\\"] == \\\"2\\\"\\n assert Decimal(wallets[\\\"total_value_chf\\\"]) > Decimal(\\\"10000\\\")\\n wallet_rows = dashboard_data.get_wallet_user_overview(conn)\\n assert wallet_rows[0][\\\"wallet_name\\\"]\\n assert \\\"total_value_chf\\\" in wallet_rows[0]\\n assert \\\"coin_count\\\" in wallet_rows[0]\\n assert \\\"wallet_id\\\" not in wallet_rows[0]\\n\\n\\ndef test_user_mode_hides_technical_fields_and_admin_mode_can_show_them() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n user_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=False)\\n admin_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)\\n assert \\\"asset_id\\\" not in user_rows[0]\\n assert \\\"_asset_id\\\" in user_rows[0] # internal for drilldown, not rendered by user tables\\n assert \\\"asset_id\\\" in admin_rows[0]\\n assert \\\"coingecko_id\\\" in admin_rows[0]\\n\\n\\ndef test_command_center_summary_includes_user_overview_fields() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n summary = dashboard_data.get_command_center_summary(conn)\\n assert \\\"total_portfolio_chf\\\" in summary\\n assert \\\"crypto_total_chf\\\" in summary\\n assert \\\"equity_etf_total_chf\\\" in summary\\n assert \\\"cash_total_chf\\\" in summary\\n assert \\\"critical_alert_count\\\" in summary\\n assert \\\"last_price_update_at\\\" in summary\\n\",\"old_string\":\"\\ndef test_dashboard_modules_import_and_page_render_smoke() -> None:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\\n@@ -64,7 +64,78 @@\\n return conn\\n \\n \\n-def test_dashboard_modules_import_and_page_render_smoke() -> None:\\n+\\n+def setup_multi_wallet_crypto_conn():\\n+ conn = connect_memory()\\n+ apply_migrations(conn)\\n+ w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n+ w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n+ eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n+ btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n+ create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w1, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n+ create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w2, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n+ create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal(\\\"0.00000001\\\"), verification_status=\\\"stale\\\", last_verified_at=\\\"2026-01-01T00:00:00Z\\\", note=\\\"synthetic btc tiny\\\")\\n+ store_crypto_price(conn, asset_id=eth, quote=PriceQuote(\\\"ethereum\\\", \\\"CHF\\\", Decimal(\\\"2500.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n+ store_crypto_price(conn, asset_id=btc, quote=PriceQuote(\\\"bitcoin\\\", \\\"CHF\\\", Decimal(\\\"40000.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n+ return conn\\n+\\n+\\n+def test_crypto_summary_cards_and_coin_aggregation_across_wallets() -> None:\\n+ conn = setup_multi_wallet_crypto_conn()\\n+ summary = dashboard_data.get_crypto_summary_cards(conn)\\n+ assert summary[\\\"coin_count\\\"] == \\\"2\\\"\\n+ assert summary[\\\"wallets_with_holdings\\\"] == \\\"2\\\"\\n+ assert summary[\\\"holding_count\\\"] == \\\"3\\\"\\n+ assert Decimal(summary[\\\"total_value_chf\\\"]) == Decimal(\\\"10000.00\\\") + Decimal(\\\"0.0004\\\")\\n+ rows = dashboard_data.get_crypto_coin_summary(conn)\\n+ eth = next(row for row in rows if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n+ assert eth[\\\"coin\\\"] == \\\"Ethereum\\\"\\n+ assert eth[\\\"total_quantity\\\"] == \\\"4\\\"\\n+ assert eth[\\\"wallet_count\\\"] == \\\"2\\\"\\n+ assert eth[\\\"current_price_chf\\\"] == \\\"2500.00\\\"\\n+ assert eth[\\\"total_value_chf\\\"] == \\\"10000.00\\\"\\n+ assert eth[\\\"portfolio_share\\\"]\\n+ assert not ({\\\"asset_id\\\", \\\"wallet_id\\\", \\\"dedup_key\\\", \\\"candidate_count\\\", \\\"provider_symbol_status\\\"} & set(eth))\\n+\\n+\\n+def test_coin_wallet_drilldown_and_wallet_summary_are_user_friendly() -> None:\\n+ conn = setup_multi_wallet_crypto_conn()\\n+ eth_row = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n+ detail = dashboard_data.get_crypto_coin_wallet_details(conn, eth_row[\\\"_asset_id\\\"])\\n+ assert [row[\\\"wallet\\\"] for row in detail] == [\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"]\\n+ assert {row[\\\"quantity\\\"] for row in detail} == {\\\"2\\\"}\\n+ assert all(row[\\\"value_chf\\\"] == \\\"5000.00\\\" for row in detail)\\n+ assert all(row[\\\"share_of_coin\\\"] == \\\"50.00%\\\" for row in detail)\\n+ assert not ({\\\"asset_id\\\", \\\"wallet_id\\\", \\\"dedup_key\\\", \\\"raw_json\\\"} & set(detail[0]))\\n+ wallets = dashboard_data.get_wallet_overview_cards(conn)\\n+ assert wallets[\\\"wallet_count\\\"] == \\\"2\\\"\\n+ assert Decimal(wallets[\\\"total_value_chf\\\"]) > Decimal(\\\"10000\\\")\\n+ wallet_rows = dashboard_data.get_wallet_user_overview(conn)\\n+ assert wallet_rows[0][\\\"wallet_name\\\"]\\n+ assert \\\"total_value_chf\\\" in wallet_rows[0]\\n+ assert \\\"coin_count\\\" in wallet_rows[0]\\n+ assert \\\"wallet_id\\\" not in wallet_rows[0]\\n+\\n+\\n+def test_user_mode_hides_technical_fields_and_admin_mode_can_show_them() -> None:\\n+ conn = setup_multi_wallet_crypto_conn()\\n+ user_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=False)\\n+ admin_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)\\n+ assert \\\"asset_id\\\" not in user_rows[0]\\n+ assert \\\"_asset_id\\\" in user_rows[0] # internal for drilldown, not rendered by user tables\\n+ assert \\\"asset_id\\\" in admin_rows[0]\\n+ assert \\\"coingecko_id\\\" in admin_rows[0]\\n+\\n+\\n+def test_command_center_summary_includes_user_overview_fields() -> None:\\n+ conn = setup_multi_wallet_crypto_conn()\\n+ summary = dashboard_data.get_command_center_summary(conn)\\n+ assert \\\"total_portfolio_chf\\\" in summary\\n+ assert \\\"crypto_total_chf\\\" in summary\\n+ assert \\\"equity_etf_total_chf\\\" in summary\\n+ assert \\\"cash_total_chf\\\" in summary\\n+ assert \\\"critical_alert_count\\\" in summary\\n+ assert \\\"last_price_update_at\\\" in summary\\n conn = setup_demo_conn()\\n st = FakeStreamlit()\\n for module in [\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"finish_reason": "tool_calls",
"reasoning_content": "**Inspecting command issues**\n\nOh no, it looks like I accidentally merged the command center test with a different function due to a missing line. I need to check that section to see what went wrong. It's important to correct this so everything functions properly. I'll focus on inspecting that region to ensure it's set up correctly. It's a bit tricky, but I'm on it!",
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"content": "{\"content\": \" 120|def test_user_mode_hides_technical_fields_and_admin_mode_can_show_them() -> None:\\n 121| conn = setup_multi_wallet_crypto_conn()\\n 122| user_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=False)\\n 123| admin_rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)\\n 124| assert \\\"asset_id\\\" not in user_rows[0]\\n 125| assert \\\"_asset_id\\\" in user_rows[0] # internal for drilldown, not rendered by user tables\\n 126| assert \\\"asset_id\\\" in admin_rows[0]\\n 127| assert \\\"coingecko_id\\\" in admin_rows[0]\\n 128|\\n 129|\\n 130|def test_command_center_summary_includes_user_overview_fields() -> None:\\n 131| conn = setup_multi_wallet_crypto_conn()\\n 132| summary = dashboard_data.get_command_center_summary(conn)\\n 133| assert \\\"total_portfolio_chf\\\" in summary\\n 134| assert \\\"crypto_total_chf\\\" in summary\\n 135| assert \\\"equity_etf_total_chf\\\" in summary\\n 136| assert \\\"cash_total_chf\\\" in summary\\n 137| assert \\\"critical_alert_count\\\" in summary\\n 138| assert \\\"last_price_update_at\\\" in summary\\n 139| conn = setup_demo_conn()\\n 140| st = FakeStreamlit()\\n 141| for module in [\\n 142| page_00_command_center,\\n 143| page_01_portfolio,\\n 144| page_04_crypto,\\n 145| page_05_wallets,\\n 146| page_06_ledger,\\n 147| page_09_alerts,\\n 148| page_10_audit,\\n 149| page_11_settings_data_quality,\\n 150| page_12_crypto_manage,\\n 151| ]:\\n 152| module.render(st, conn)\\n 153| assert any(call[0] in {\\\"title\\\", \\\"header\\\", \\\"subheader\\\"} for call in st.calls)\\n 154|\\n 155|\\n 156|def test_dashboard_reader_functions_return_expected_dummy_data() -> None:\\n 157| conn = setup_demo_conn()\\n 158| summary = dashboard_data.get_command_center_summary(conn)\\n 159| assert summary[\\\"base_currency\\\"] == \\\"CHF\\\"\\n 160| assert Decimal(summary[\\\"cash_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 161| assert Decimal(summary[\\\"crypto_total_chf\\\"]) > Decimal(\\\"0\\\")\\n 162| assert dashboard_data.get_platform_overview(conn)\\n 163| assert dashboard_data.get_ledger_transactions(conn)\\n 164| assert dashboard_data.get_audit_events(conn)\\n 165|\\n 166|\\n 167|def test_crypto_dashboard_reads_cached_db_prices_without_api_calls(monkeypatch: pytest.MonkeyPatch) -> None:\\n 168| def explode(*args, **kwargs):\\n 169| raise AssertionError(\\\"dashboard must not call CoinGecko/API provider on render\\\")\\n 170|\\n 171| monkeypatch.setattr(\\\"jarvis_finance.market.providers.CoinGeckoClient.get_crypto_price\\\", explode)\\n 172| conn = setup_demo_conn()\\n 173| st = FakeStreamlit()\\n 174| page_04_crypto.render(st, conn)\\n 175| rows = dashboard_data.get_crypto_overview(conn)\\n 176| assert rows\\n 177| assert any(row[\\\"latest_price_chf\\\"] for row in rows)\\n 178|\\n 179|\\n 180|def test_dashboard_preserves_decimal_crypto_quantity_format() -> None:\\n 181| conn = setup_demo_conn()\\n 182| wallet_rows = dashboard_data.get_crypto_by_wallet(conn)\\n 183| quantities = {row[\\\"quantity\\\"] for row in wallet_rows}\\n 184| assert \\\"0.0899\\\" in quantities\\n 185| for row in wallet_rows:\\n 186| assert \\\"E\\\" not in row[\\\"quantity\\\"].upper()\\n 187|\\n 188|\\n 189|def test_alert_lifecycle_data_loaded_readably() -> None:\\n 190| conn = setup_demo_conn()\\n 191| alerts = dashboard_data.get_alerts(conn)\\n 192| assert alerts\\n 193| assert {\\\"status\\\", \\\"priority\\\", \\\"occurrence_count\\\", \\\"last_seen_at\\\", \\\"fingerprint\\\", \\\"dedup_key\\\"} <= set(alerts[0])\\n 194|\\n 195|\\n 196|def test_dashboard_runtime_path_inside_repo_remains_blocked(tmp_path: Path) -> None:\\n 197| repo = tmp_path / \\\"repo\\\"\\n 198| repo.mkdir()\\n 199| (repo / \\\"pyproject.toml\\\").write_text(\\\"[project]\\\\nname='demo'\\\\n\\\")\\n 200|\", \"total_lines\": 201, \"file_size\": 9028, \"truncated\": true, \"hint\": \"Use offset=200 to continue reading (showing 120-199 of 201 lines)\", \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"mode\":\"replace\",\"old_string\":\" assert \\\"last_price_update_at\\\" in summary\\n conn = setup_demo_conn()\\n st = FakeStreamlit()\",\"new_string\":\" assert \\\"last_price_update_at\\\" in summary\\n\\n\\ndef test_dashboard_modules_import_and_page_render_smoke() -> None:\\n conn = setup_demo_conn()\\n st = FakeStreamlit()\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_mvp.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" get_crypto_management_options,\\n reduce_crypto_position,\\n transfer_crypto_position,\\n)\\nfrom jarvis_finance.crypto.wallets import create_wallet\\n\",\"old_string\":\" get_crypto_management_options,\\n reduce_crypto_position,\\n)\\nfrom jarvis_finance.crypto.wallets import create_wallet\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def seed_wallet(conn) -> str:\\n return create_wallet(conn, wallet_name=\\\"Synthetic Review Wallet\\\", wallet_type=\\\"Software Wallet\\\")\\n\\n\\ndef seed_second_wallet(conn) -> str:\\n return create_wallet(conn, wallet_name=\\\"Synthetic Target Wallet\\\", wallet_type=\\\"Exchange\\\")\\n\",\"old_string\":\"def seed_wallet(conn) -> str:\\n return create_wallet(conn, wallet_name=\\\"Synthetic Review Wallet\\\", wallet_type=\\\"Software Wallet\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\"}"
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"content": "{\"content\": \" 160| assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, added.asset_id)].quantity == Decimal(\\\"0\\\")\\n 161|\\n 162| with pytest.raises(ValueError, match=\\\"negative\\\"):\\n 163| reduce_crypto_position(\\n 164| conn,\\n 165| asset_id=added.asset_id,\\n 166| wallet_id=wallet_id,\\n 167| reduction_quantity_text=\\\"0.00000001\\\",\\n 168| effective_date=\\\"2026-02-01\\\",\\n 169| note=\\\"synthetic over reduce\\\",\\n 170| confirm=True,\\n 171| )\\n 172|\\n 173|\\n 174|def test_transfer_between_wallets_via_manage_helper_is_audited() -> None:\\n 175| conn = setup_conn()\\n 176| source = seed_wallet(conn)\\n 177| target = seed_second_wallet(conn)\\n 178| added = add_crypto_position(conn, coin_name=\\\"Synthetic Ether\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\", wallet_id=source, quantity_text=\\\"4\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic initial\\\", confirm=True)\\n 179|\\n 180| result = transfer_crypto_position(conn, asset_id=added.asset_id, from_wallet_id=source, to_wallet_id=target, quantity_text=\\\"1.5\\\", fee_quantity_text=\\\"0.1\\\", effective_date=\\\"2026-03-01\\\", note=\\\"synthetic transfer\\\", confirm=True)\\n 181|\\n 182| holdings = calculate_crypto_holdings(conn)\\n 183| assert holdings.wallet_holdings[(source, added.asset_id)].quantity == Decimal(\\\"2.4\\\")\\n 184| assert holdings.wallet_holdings[(target, added.asset_id)].quantity == Decimal(\\\"1.5\\\")\\n 185| assert result.transaction_id\\n 186| assert audit_count(conn, \\\"crypto_transfer\\\") == 1\\n 187|\\n 188|\\n 189| conn = setup_conn()\\n 190| wallet_id = seed_wallet(conn)\\n 191|\\n 192| with pytest.raises(ValueError, match=\\\"quantity\\\"):\\n 193| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"0\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 194| with pytest.raises(ValueError, match=\\\"wallet\\\"):\\n 195| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=\\\"\\\", quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 196| with pytest.raises(ValueError, match=\\\"symbol\\\"):\\n 197| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=True)\\n 198| with pytest.raises(ValueError, match=\\\"confirm\\\"):\\n 199| add_crypto_position(conn, coin_name=\\\"Synthetic Bad\\\", symbol=\\\"BAD\\\", wallet_id=wallet_id, quantity_text=\\\"1\\\", effective_date=\\\"2025-12-31\\\", operation_type=\\\"initial_snapshot_addition\\\", note=\\\"synthetic\\\", confirm=False)\\n 200|\\n 201|\\n 202|def test_crypto_management_options_include_manual_review_list() -> None:\\n 203| conn = setup_conn()\\n 204| options = get_crypto_management_options(conn)\\n 205| assert \\\"ADA Cardano\\\" in CRYPTO_MANUAL_REVIEW_COIN_LABELS\\n 206| assert \\\"USTC Terra Classic\\\" in options[\\\"manual_review_coin_labels\\\"]\\n 207| assert options[\\\"wallets\\\"] == []\\n 208|\\n 209|\\n 210|def test_manual_adjustment_transaction_type_is_used_by_holding_calculation() -> None:\\n 211| conn = setup_conn()\\n 212| wallet_id = seed_wallet(conn)\\n 213| asset = add_crypto_position(\\n 214| conn,\\n 215| coin_name=\\\"Synthetic Solana\\\",\\n 216| symbol=\\\"SOL\\\",\\n 217| coingecko_id=\\\"solana\\\",\\n 218| wallet_id=wallet_id,\\n 219| quantity_text=\\\"1\\\",\\n 220| effective_date=\\\"2025-12-31\\\",\\n 221| operation_type=\\\"initial_snapshot_addition\\\",\\n 222| note=\\\"synthetic initial\\\",\\n 223| confirm=True,\\n 224| ).asset_id\\n 225|\\n 226| adjust_crypto_position(conn, asset_id=asset, wallet_id=wallet_id, new_quantity_text=\\\"1.00000001\\\", effective_date=\\\"2026-01-01\\\", note=\\\"synthetic tiny correction\\\", confirm=True)\\n 227|\\n 228| assert calculate_crypto_holdings(conn).wallet_holdings[(wallet_id, asset)].quantity == Decimal(\\\"1.00000001\\\")\\n 229| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='crypto_manual_adjustment'\\\").fetchone()[\\\"c\\\"] == 1\\n 230|\", \"total_lines\": 229, \"file_size\": 9193, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\\n@@ -186,6 +186,7 @@\\n assert audit_count(conn, \\\"crypto_transfer\\\") == 1\\n \\n \\n+def test_validations_reject_bad_amounts_wallets_and_unconfirmed_writes() -> None:\\n conn = setup_conn()\\n wallet_id = seed_wallet(conn)\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"content": "{\"output\": \"ERROR: found no collectors for /home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py::test_transfer_between_wallets_via_manage_helper_is_audited\\n\\n\\n==================================== ERRORS ====================================\\n______________ ERROR collecting tests/unit/test_crypto_manage.py _______________\\nImportError while importing test module '/home/agent/.hermes/repos/FinanceManager/tests/unit/test_crypto_manage.py'.\\nHint: make sure your test modules/packages have valid Python names.\\nTraceback:\\n../../../.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/importlib/__init__.py:126: in import_module\\n return _bootstrap._gcd_import(name[level:], package, level)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\ntests/unit/test_crypto_manage.py:8: in \\n from jarvis_finance.crypto.manage import (\\nE ImportError: cannot import name 'transfer_crypto_position' from 'jarvis_finance.crypto.manage' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py)\\n=========================== short test summary info ============================\\nERROR tests/unit/test_crypto_manage.py\", \"exit_code\": 4, \"error\": null}",
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