{
"session_id": "20260515_165836_fe7c30",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-15T09:42:16.586070",
"last_updated": "2026-05-15T17:08:44.503684",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 04:58 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": 193,
"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": [
{
"id": "call_aPJB5BHKCgjvCyFPcmSxWkXr",
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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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"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": "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. 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"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": "{\"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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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from sqlite3 import Connection\\n 5|\\n 6|from jarvis_finance.audit.log import record_audit_event\\n 7|from jarvis_finance.imports.common import stable_id, utc_now\\n 8|from jarvis_finance.quality.alerts import create_alert\\n 9|\\n 10|from .holdings import calculate_crypto_holdings\\n 11|\\n 12|\\n 13|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 14| if value is None or str(value).strip() == \\\"\\\":\\n 15| return Decimal(default)\\n 16| return Decimal(str(value))\\n 17|\\n 18|\\n 19|def _ds(value: Decimal | None) -> str | None:\\n 20| return format(value, \\\"f\\\") if value is not None else None\\n 21|\\n 22|def _chf(value: Decimal, fx_rate_to_chf: Decimal | None) -> str | None:\\n 23| if fx_rate_to_chf is None:\\n 24| return None\\n 25| return _ds(value * fx_rate_to_chf)\\n 26|\\n 27|\\n 28|def _ensure_positive(quantity: Decimal) -> None:\\n 29| if quantity <= 0:\\n 30| raise ValueError(\\\"quantity must be > 0\\\")\\n 31|\\n 32|\\n 33|def _current_quantity(conn: Connection, wallet_id: str, asset_id: str) -> Decimal:\\n 34| result = calculate_crypto_holdings(conn)\\n 35| holding = result.wallet_holdings.get((wallet_id, asset_id))\\n 36| return holding.quantity if holding else Decimal(\\\"0\\\")\\n 37|\\n 38|\\n 39|def _critical_negative_alert(conn: Connection, wallet_id: str, asset_id: str, attempted: Decimal, available: Decimal) -> None:\\n 40| create_alert(\\n 41| conn,\\n 42| priority=\\\"kritisch\\\",\\n 43| category=\\\"crypto\\\",\\n 44| entity_type=\\\"crypto_wallet\\\",\\n 45| entity_id=wallet_id,\\n 46| rule_id=\\\"crypto_negative_wallet_balance\\\",\\n 47| message=\\\"Crypto transaction would create a negative wallet balance and was blocked.\\\",\\n 48| evidence={\\\"asset_id\\\": asset_id, \\\"attempted_delta\\\": str(attempted), \\\"available\\\": str(available)},\\n 49| )\\n 50| conn.commit()\\n 51|\\n 52|\\n 53|def _insert_crypto_transaction(\\n 54| conn: Connection,\\n 55| *,\\n 56| tx_type: str,\\n 57| asset_id: str,\\n 58| quantity: Decimal,\\n 59| from_wallet_id: str | None = None,\\n 60| to_wallet_id: str | None = None,\\n 61| transaction_id: str | None = None,\\n 62| price_original: Decimal | None = None,\\n 63| currency: str | None = None,\\n 64| gross_amount_original: Decimal | None = None,\\n 65| fee_quantity: Decimal | None = None,\\n 66| fee_original: Decimal | None = None,\\n 67| fee_currency: str | None = None,\\n 68| fx_rate_to_chf: Decimal | None = None,\\n 69| tx_hash: str | None = None,\\n 70| note: str | None = None,\\n 71|) -> str:\\n 72| now = utc_now()\\n 73| crypto_txid = stable_id(\\\"cryptotx\\\", tx_type, asset_id, quantity, from_wallet_id or \\\"\\\", to_wallet_id or \\\"\\\", now)\\n 74| conn.execute(\\n 75| \\\"\\\"\\\"\\n 76| INSERT INTO crypto_transactions(\\n 77| crypto_transaction_id, transaction_id, transaction_type, asset_id, quantity,\\n 78| price_original, currency_original, gross_amount_original, fee_quantity,\\n 79| fee_original, fee_currency, fx_rate_to_chf, amount_chf, from_wallet_id,\\n 80| to_wallet_id, transaction_datetime, tx_hash, source, confirmation_status,\\n 81| parse_confidence, notes, created_at\\n 82| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'manual', 'confirmed', 1, ?, ?)\\n 83| \\\"\\\"\\\",\\n 84| (\\n 85| crypto_txid, transaction_id, tx_type, asset_id, _ds(quantity),\\n 86| _ds(price_original),\\n 87| currency, _ds(gross_amount_original),\\n 88| _ds(fee_quantity),\\n 89| _ds(fee_original),\\n 90| fee_currency, _ds(fx_rate_to_chf),\\n 91| _chf(gross_amount_original, fx_rate_to_chf) if gross_amount_original is not None else None,\\n 92| from_wallet_id, to_wallet_id, now, tx_hash, note, now,\\n 93| ),\\n 94| )\\n 95| return crypto_txid\\n 96|\\n 97|\\n 98|def _insert_ledger_transaction(\\n 99| conn: Connection,\\n 100| *,\\n 101| tx_type: str,\\n 102| account_id: str,\\n 103| source_id: str,\\n 104| gross_amount_original: Decimal,\\n 105| currency: str,\\n 106| fx_rate_to_chf: Decimal | None,\\n 107| note: str,\\n 108| fee_original: Decimal = Decimal(\\\"0\\\"),\\n 109|) -> str:\\n 110| now = utc_now()\\n 111| txid = stable_id(\\\"ledger\\\", \\\"crypto\\\", tx_type, account_id, source_id, gross_amount_original, fee_original)\\n 112| fx_status = \\\"ok\\\" if fx_rate_to_chf is not None else \\\"missing\\\"\\n 113| quality = \\\"ok\\\" if fx_rate_to_chf is not None else \\\"incomplete\\\"\\n 114| sign_net = gross_amount_original - fee_original if tx_type in {\\\"partial_sell\\\", \\\"full_sell\\\"} else gross_amount_original\\n 115| conn.execute(\\n 116| \\\"\\\"\\\"\\n 117| INSERT INTO transactions(\\n 118| transaction_id, transaction_type, account_id, trade_date, gross_amount_original,\\n 119| fee_original, net_amount_original, currency_original, fx_rate_to_chf, fx_status,\\n 120| gross_amount_chf, fee_chf, net_amount_chf, source_type, source_id,\\n 121| is_confirmed, quality_status, notes, created_at\\n 122| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'crypto', ?, 1, ?, ?, ?)\\n 123| \\\"\\\"\\\",\\n 124| (\\n 125| txid, tx_type, account_id, now[:10], _ds(gross_amount_original), _ds(fee_original), _ds(sign_net),\\n 126| currency.upper(), _ds(fx_rate_to_chf), fx_status,\\n 127| _chf(gross_amount_original, fx_rate_to_chf), _chf(fee_original, fx_rate_to_chf), _chf(sign_net, fx_rate_to_chf),\\n 128| source_id, quality, note, now,\\n 129| ),\\n 130| )\\n 131| if fx_rate_to_chf is None and currency.upper() != \\\"CHF\\\":\\n 132| create_alert(\\n 133| conn,\\n 134| priority=\\\"kritisch\\\",\\n 135| category=\\\"crypto\\\",\\n 136| entity_type=\\\"transaction\\\",\\n 137| entity_id=txid,\\n 138| rule_id=\\\"missing_fx\\\",\\n 139| message=\\\"Crypto fiat ledger transaction is missing FX; CHF impact is incomplete.\\\",\\n 140| evidence={\\\"currency\\\": currency.upper(), \\\"source_id\\\": source_id},\\n 141| )\\n 142| return txid\\n 143|\\n 144|\\n 145|def _insert_fee_ledger(\\n 146| conn: Connection,\\n 147| *,\\n 148| account_id: str,\\n 149| source_id: str,\\n 150| fee_original: Decimal,\\n 151| fee_currency: str | None,\\n 152| fx_rate_to_chf: Decimal | None,\\n 153| note: str,\\n 154|) -> str | None:\\n 155| if fee_original <= 0:\\n 156| return None\\n 157| if not fee_currency:\\n 158| create_alert(\\n 159| conn,\\n 160| priority=\\\"warnung\\\",\\n 161| category=\\\"crypto\\\",\\n 162| entity_type=\\\"crypto_transaction\\\",\\n 163| entity_id=source_id,\\n 164| rule_id=\\\"crypto_fee_currency_unclear\\\",\\n 165| message=\\\"Crypto fiat fee currency is unclear; ledger fee is not created to avoid double counting.\\\",\\n 166| evidence={\\\"fee_original\\\": str(fee_original)},\\n 167| )\\n 168| return None\\n 169| return _insert_ledger_transaction(\\n 170| conn,\\n 171| tx_type=\\\"fee\\\",\\n 172| account_id=account_id,\\n 173| source_id=source_id,\\n 174| gross_amount_original=fee_original,\\n 175| currency=fee_currency,\\n 176| fx_rate_to_chf=fx_rate_to_chf,\\n 177| note=note,\\n 178| )\\n 179|\\n 180|\\n 181|def record_crypto_transfer(\\n 182| conn: Connection,\\n 183| *,\\n 184| asset_id: str,\\n 185| from_wallet_id: str,\\n 186| to_wallet_id: str,\\n 187| quantity: Decimal,\\n 188| fee_quantity: Decimal = Decimal(\\\"0\\\"),\\n 189| tx_hash: str | None = None,\\n 190| note: str,\\n 191|) -> str:\\n 192| _ensure_positive(quantity)\\n 193| if fee_quantity < 0:\\n 194| raise ValueError(\\\"fee_quantity must be >= 0\\\")\\n 195| if from_wallet_id == to_wallet_id:\\n 196| raise ValueError(\\\"source and target wallets must be different\\\")\\n 197| required = quantity + fee_quantity\\n 198| available = _current_quantity(conn, from_wallet_id, asset_id)\\n 199| if available < required:\\n 200| _critical_negative_alert(conn, from_wallet_id, asset_id, required, available)\\n 201| raise ValueError(\\\"negative wallet balance blocked\\\")\\n 202| crypto_txid = _insert_crypto_transaction(\\n 203| conn,\\n 204| tx_type=\\\"transfer\\\",\\n 205| asset_id=asset_id,\\n 206| quantity=quantity,\\n 207| fee_quantity=fee_quantity,\\n 208| from_wallet_id=from_wallet_id,\\n 209| to_wallet_id=to_wallet_id,\\n 210| tx_hash=tx_hash,\\n 211| note=note,\\n 212| )\\n 213| record_audit_event(\\n 214| conn,\\n 215| source=\\\"crypto_transactions\\\",\\n 216| action=\\\"crypto_transfer\\\",\\n 217| entity_type=\\\"crypto_transaction\\\",\\n 218| entity_id=crypto_txid,\\n 219| new_values={\\\"asset_id\\\": asset_id, \\\"from_wallet_id\\\": from_wallet_id, \\\"to_wallet_id\\\": to_wallet_id, \\\"quantity\\\": _ds(quantity), \\\"fee_quantity\\\": str(fee_quantity)},\\n 220| user_text_note=note,\\n 221|\", \"total_lines\": 365, \"file_size\": 12929, \"truncated\": true, \"hint\": \"Use offset=221 to continue reading (showing 1-220 of 365 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "[Your active task list was preserved across context compression]\n- [>] ux-0. Repo/schema/dashboard preflight and write TDD tests for user/admin dashboard UX readmodels/actions (in_progress)\n- [ ] ux-1. Implement dashboard User/Admin navigation and hide technical fields in User Mode (pending)\n- [ ] ux-2. Implement crypto summary/coin aggregation/wallet drilldowns and user-friendly formatting (pending)\n- [ ] ux-3. Implement audited wallet creation and crypto holding add/correct/transfer/remove helpers/UI (pending)\n- [ ] ux-4. Confirm existing ETF mappings in runtime and demote normal-view mapping warnings (pending)\n- [ ] ux-5. Run compile/tests/Git-safety, commit and push (pending)"
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"id": "rs_0134d7700e125cf0016a07349f3b948191bda79b53c5f90ac1",
"summary": [
{
"type": "summary_text",
"text": "**Taking action on files**\n\nI realize we need to keep moving forward. It’s important to inspect the files, so I must focus on that. Let’s ensure I’m acting promptly. I should think about the next steps and what to look for in those files. There's a sense of urgency here, and I want to get it right. Keeping this organized will help me tackle the task efficiently. Alright, here we go!"
}
]
}
],
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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}",
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"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_value_chf\\\": dec_text(cash_total + crypto_total, \\\"0.01\\\"),\\n 522| \\\"active_alerts\\\": \\\", \\\".join(f\\\"{r['priority']}: {r['c']}\\\" for r in alert_counts) or \\\"0\\\",\\n 523| \\\"data_quality_status\\\": \\\"kritisch\\\" if any(i[\\\"severity\\\"] == \\\"kritisch\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else (\\\"warnung\\\" if any(i[\\\"severity\\\"] == \\\"warnung\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else \\\"ok\\\"),\\n 524| \\\"crypto_price_data_as_of\\\": max((r[\\\"fetched_at\\\"] for r in crypto_rows if r.get(\\\"fetched_at\\\")), default=\\\"\\\"),\\n 525| }\\n 526|\", \"total_lines\": 525, \"file_size\": 31415, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_Nfc9wcbquM90o8swIkuk9zv7"
},
{
"role": "tool",
"name": "read_file",
"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}",
"tool_call_id": "call_uMcrw8LxzG3E0nm9qqNltrMM"
},
{
"role": "assistant",
"content": "Need implement. Also main navigation.",
"reasoning": null,
"finish_reason": "tool_calls",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Need implement. Also main navigation."
}
],
"id": "msg_0134d7700e125cf0016a0734a5e3a881918cfdeca2d328a291",
"phase": "commentary"
}
],
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"name": "read_file",
"arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"}"
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{
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"name": "read_file",
"arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_00_command_center.py\"}"
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{
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"response_item_id": "fc_0134d7700e125cf0016a0734a9854081919e4054ea30dae712",
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"name": "read_file",
"arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py\"}"
}
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{
"id": "call_6C0C49lRrxDFDxKohzfCUY8N",
"call_id": "call_6C0C49lRrxDFDxKohzfCUY8N",
"response_item_id": "fc_0134d7700e125cf0016a0734a985488191b98e9df8bbb1755e",
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"name": "read_file",
"arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_05_wallets.py\"}"
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}
]
},
{
"role": "tool",
"name": "read_file",
"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}",
"tool_call_id": "call_YrlRvHsSWMuntxJKrMmyuRLx"
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from jarvis_finance.dashboard.components.tables import show_table\\n 4|from jarvis_finance.dashboard import data\\n 5|\\n 6|PAGE_TITLE = \\\"Command Center\\\"\\n 7|\\n 8|def render(st, conn) -> None:\\n 9| st.title(\\\"Command Center\\\")\\n 10| summary = data.get_command_center_summary(conn)\\n 11| c1, c2, c3, c4 = st.columns(4)\\n 12| c1.metric(\\\"Gesamtwert\\\", data.money_text(data.d(summary[\\\"total_value_chf\\\"]), \\\"CHF\\\"))\\n 13| c2.metric(\\\"Cash\\\", data.money_text(data.d(summary[\\\"cash_total_chf\\\"]), \\\"CHF\\\"))\\n 14| c3.metric(\\\"Crypto\\\", data.money_text(data.d(summary[\\\"crypto_total_chf\\\"]), \\\"CHF\\\"))\\n 15| c4.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n 16| st.caption(f\\\"Crypto Preis-Datenstand lokal: {summary.get('crypto_price_data_as_of') or 'nicht verfügbar'}\\\")\\n 17| st.subheader(\\\"Safe Mode\\\")\\n 18| st.write(data.get_safe_mode_status(conn))\\n 19| st.subheader(\\\"Cash-Übersicht\\\")\\n 20| show_table(st, data.get_cash_overview(conn))\\n 21| st.subheader(\\\"Offene Alerts\\\")\\n 22| show_table(st, [r for r in data.get_alerts(conn) if r[\\\"status\\\"] == \\\"active\\\"][:10])\\n 23| st.subheader(\\\"Letzte Audit-Ereignisse\\\")\\n 24| show_table(st, data.get_audit_events(conn, limit=10))\\n 25|\", \"total_lines\": 24, \"file_size\": 1137, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_F8cvz3NeHmn8ayZMTxjZBZ1F"
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{
"role": "tool",
"name": "read_file",
"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}\n\n[Tool loop warning: idempotent_no_progress_warning; count=2; read_file returned the same result 2 times. Use the result already provided or change the query instead of repeating it unchanged.]",
"tool_call_id": "call_KxCogHjjCSdzjaoKcA25ILkL"
},
{
"role": "tool",
"name": "read_file",
"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}\n\n[Tool loop warning: idempotent_no_progress_warning; count=2; read_file returned the same result 2 times. Use the result already provided or change the query instead of repeating it unchanged.]",
"tool_call_id": "call_6C0C49lRrxDFDxKohzfCUY8N"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Planning implementation tests**\n\nI need to make sure to implement enough tests for this project. I’ll focus on using write_file/patch and ensure that I import record_crypto_transfer from transfer_crypto_position. It looks like I’ll also need various data functions and pages. I’ll confirm the ETFs runtime via a script later. I should know about the auditing process as well, and manage how to create an active/inactive wallet. I wonder if the UI can create and then update an inactive wallet.",
"finish_reason": "tool_calls",
"reasoning_content": "**Planning implementation tests**\n\nI need to make sure to implement enough tests for this project. I’ll focus on using write_file/patch and ensure that I import record_crypto_transfer from transfer_crypto_position. It looks like I’ll also need various data functions and pages. I’ll confirm the ETFs runtime via a script later. I should know about the auditing process as well, and manage how to create an active/inactive wallet. I wonder if the UI can create and then update an inactive wallet.",
"codex_reasoning_items": [
{
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"id": "rs_0134d7700e125cf0016a0734accf388191a044a28d0702c1f6",
"summary": [
{
"type": "summary_text",
"text": "**Planning implementation tests**\n\nI need to make sure to implement enough tests for this project. I’ll focus on using write_file/patch and ensure that I import record_crypto_transfer from transfer_crypto_position. It looks like I’ll also need various data functions and pages. I’ll confirm the ETFs runtime via a script later. I should know about the auditing process as well, and manage how to create an active/inactive wallet. I wonder if the UI can create and then update an inactive wallet."
}
]
}
],
"tool_calls": [
{
"id": "call_v62H8JNSdGVHKVLzhMN1VQkM",
"call_id": "call_v62H8JNSdGVHKVLzhMN1VQkM",
"response_item_id": "fc_0134d7700e125cf0016a0734b068b88191be6993ba969585e1",
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"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\",\"old_string\":\"from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\nfrom jarvis_finance.imports.common import stable_id, utc_now\\n\",\"new_string\":\"from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\nfrom jarvis_finance.crypto.transactions import record_crypto_transfer\\nfrom jarvis_finance.imports.common import stable_id, utc_now\\n\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\\n@@ -7,6 +7,7 @@\\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.crypto.assets import create_crypto_asset\\n from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n+from jarvis_finance.crypto.transactions import record_crypto_transfer\\n from jarvis_finance.imports.common import stable_id, utc_now\\n from jarvis_finance.quality.alerts import create_alert\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_v62H8JNSdGVHKVLzhMN1VQkM"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
"tool_calls": [
{
"id": "call_yyAUg2r1WNIxcXX2OA4DNixB",
"call_id": "call_yyAUg2r1WNIxcXX2OA4DNixB",
"response_item_id": "fc_0134d7700e125cf0016a0734b5273481919fcbb60c2df0e207",
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"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"def transfer_crypto_position(\\n conn: Connection,\\n *,\\n asset_id: str,\\n from_wallet_id: str,\\n to_wallet_id: str,\\n quantity_text: str,\\n effective_date: str,\\n note: str,\\n confirm: bool,\\n fee_quantity_text: str | None = None,\\n) -> CryptoManageResult:\\n _require_confirm(confirm)\\n _require_date(effective_date)\\n from_wallet_id = _require_wallet(conn, from_wallet_id)\\n to_wallet_id = _require_wallet(conn, to_wallet_id)\\n note = str(note or \\\"\\\").strip() or \\\"manual wallet transfer\\\"\\n asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n if asset is None:\\n raise ValueError(\\\"asset not found\\\")\\n quantity = parse_decimal_text(quantity_text)\\n if quantity <= 0:\\n raise ValueError(\\\"quantity must be > 0\\\")\\n fee_quantity = parse_decimal_text(fee_quantity_text or \\\"0\\\", field_name=\\\"fee quantity\\\")\\n if fee_quantity < 0:\\n raise ValueError(\\\"fee quantity must be >= 0\\\")\\n tx_id = record_crypto_transfer(\\n conn,\\n asset_id=asset_id,\\n from_wallet_id=from_wallet_id,\\n to_wallet_id=to_wallet_id,\\n quantity=quantity,\\n fee_quantity=fee_quantity,\\n note=note,\\n )\\n return CryptoManageResult(asset_id=asset_id, wallet_id=to_wallet_id, transaction_id=tx_id)\\n\\n\\n\\ndef get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n\",\"old_string\":\"def get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\\n@@ -342,6 +342,45 @@\\n )\\n \\n \\n+def transfer_crypto_position(\\n+ conn: Connection,\\n+ *,\\n+ asset_id: str,\\n+ from_wallet_id: str,\\n+ to_wallet_id: str,\\n+ quantity_text: str,\\n+ effective_date: str,\\n+ note: str,\\n+ confirm: bool,\\n+ fee_quantity_text: str | None = None,\\n+) -> CryptoManageResult:\\n+ _require_confirm(confirm)\\n+ _require_date(effective_date)\\n+ from_wallet_id = _require_wallet(conn, from_wallet_id)\\n+ to_wallet_id = _require_wallet(conn, to_wallet_id)\\n+ note = str(note or \\\"\\\").strip() or \\\"manual wallet transfer\\\"\\n+ asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n+ if asset is None:\\n+ raise ValueError(\\\"asset not found\\\")\\n+ quantity = parse_decimal_text(quantity_text)\\n+ if quantity <= 0:\\n+ raise ValueError(\\\"quantity must be > 0\\\")\\n+ fee_quantity = parse_decimal_text(fee_quantity_text or \\\"0\\\", field_name=\\\"fee quantity\\\")\\n+ if fee_quantity < 0:\\n+ raise ValueError(\\\"fee quantity must be >= 0\\\")\\n+ tx_id = record_crypto_transfer(\\n+ conn,\\n+ asset_id=asset_id,\\n+ from_wallet_id=from_wallet_id,\\n+ to_wallet_id=to_wallet_id,\\n+ quantity=quantity,\\n+ fee_quantity=fee_quantity,\\n+ note=note,\\n+ )\\n+ return CryptoManageResult(asset_id=asset_id, wallet_id=to_wallet_id, transaction_id=tx_id)\\n+\\n+\\n+\\n def get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n wallets = [\\n {\\\"wallet_id\\\": row[\\\"wallet_id\\\"], \\\"wallet_name\\\": row[\\\"wallet_name\\\"], \\\"wallet_type\\\": row[\\\"wallet_type\\\"]}\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/crypto/manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_yyAUg2r1WNIxcXX2OA4DNixB"
},
{
"role": "assistant",
"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
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"summary": []
}
],
"tool_calls": [
{
"id": "call_GoaVfTWhQ2dqrIXpIxgGhhs2",
"call_id": "call_GoaVfTWhQ2dqrIXpIxgGhhs2",
"response_item_id": "fc_0134d7700e125cf0016a0734c4bc748191979ecb37d90cf836",
"type": "function",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"def percent_text(value: Decimal | None) -> str:\\n if value is None:\\n return \\\"\\\"\\n return f\\\"{dec_text(value, '0.01')}%\\\"\\n\\n\\ndef price_status(price: dict[str, str] | None) -> str:\\n if not price:\\n return \\\"missing\\\"\\n return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n\\n\\ndef _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n FROM crypto_prices WHERE price_currency=?\\n \\\"\\\"\\\",\\n (currency.upper(),),\\n ).fetchone()\\n return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n\\n\\ndef _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n holdings = calculate_crypto_holdings(conn)\\n rows: list[dict[str, object]] = []\\n for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n if not asset:\\n continue\\n price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n value = holding.quantity * price_dec if price_dec is not None else None\\n wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n rows.append({\\n \\\"asset_id\\\": asset_id,\\n \\\"coin\\\": asset[\\\"coin_name\\\"],\\n \\\"symbol\\\": asset[\\\"symbol\\\"],\\n \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n \\\"quantity\\\": holding.quantity,\\n \\\"price\\\": price_dec,\\n \\\"value\\\": value,\\n \\\"wallet_count\\\": len(wallets),\\n \\\"price_status\\\": price_status(price),\\n \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n })\\n return rows\\n\\n\\n\",\"old_string\":\"def rowdicts(rows) -> list[dict[str, str]]:\\n return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n\\n\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
}
}
]
},
{
"role": "tool",
"name": "patch",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -38,8 +38,53 @@\\n return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n \\n \\n-def rowdicts(rows) -> list[dict[str, str]]:\\n- return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n+def percent_text(value: Decimal | None) -> str:\\n+ if value is None:\\n+ return \\\"\\\"\\n+ return f\\\"{dec_text(value, '0.01')}%\\\"\\n+\\n+\\n+def price_status(price: dict[str, str] | None) -> str:\\n+ if not price:\\n+ return \\\"missing\\\"\\n+ return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n+\\n+\\n+def _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n+ row = conn.execute(\\n+ \\\"\\\"\\\"\\n+ SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n+ FROM crypto_prices WHERE price_currency=?\\n+ \\\"\\\"\\\",\\n+ (currency.upper(),),\\n+ ).fetchone()\\n+ return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n+\\n+\\n+def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, object]] = []\\n+ for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n+ asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n+ if not asset:\\n+ continue\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n+ rows.append({\\n+ \\\"asset_id\\\": asset_id,\\n+ \\\"coin\\\": asset[\\\"coin_name\\\"],\\n+ \\\"symbol\\\": asset[\\\"symbol\\\"],\\n+ \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n+ \\\"quantity\\\": holding.quantity,\\n+ \\\"price\\\": price_dec,\\n+ \\\"value\\\": value,\\n+ \\\"wallet_count\\\": len(wallets),\\n+ \\\"price_status\\\": price_status(price),\\n+ \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n+ })\\n+ return rows\\n \\n \\n def db_exists(path: str | Path) -> bool:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_GoaVfTWhQ2dqrIXpIxgGhhs2"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def rowdicts(rows) -> list[dict[str, str]]:\\n return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n\\n\\ndef db_exists(path: str | Path) -> bool:\\n\",\"old_string\":\"def db_exists(path: str | Path) -> bool:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -85,6 +85,10 @@\\n \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n })\\n return rows\\n+\\n+\\n+def rowdicts(rows) -> list[dict[str, str]]:\\n+ return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n \\n \\n def db_exists(path: str | Path) -> bool:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"call_id": "call_xRzhH5idFW0SeXpUDaYYtwpI",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n holdings = calculate_crypto_holdings(conn)\\n total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n return {\\n \\\"total_value_chf\\\": dec_text(total_value),\\n \\\"coin_count\\\": str(len(rows)),\\n \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n \\\"coins_without_price\\\": str(missing),\\n \\\"stale_price_count\\\": str(stale),\\n \\\"last_price_update_at\\\": _latest_price_time(conn),\\n \\\"data_quality_status\\\": status,\\n }\\n\\n\\ndef get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n out: list[dict[str, str]] = []\\n for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n value = r[\\\"value\\\"]\\n share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n item = {\\n \\\"coin\\\": str(r[\\\"coin\\\"]),\\n \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n \\\"total_quantity\\\": dec_text(r[\\\"quantity\\\"]),\\n \\\"current_price_chf\\\": dec_text(r[\\\"price\\\"], \\\"0.01\\\") if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n \\\"portfolio_share\\\": percent_text(share),\\n \\\"wallet_count\\\": str(r[\\\"wallet_count\\\"]),\\n \\\"price_status\\\": str(r[\\\"price_status\\\"]),\\n \\\"last_price_update\\\": str(r[\\\"last_price_update\\\"]),\\n \\\"actions\\\": \\\"Details · Bestand hinzufügen · Korrigieren · Transfer · Verlauf\\\",\\n \\\"_asset_id\\\": str(r[\\\"asset_id\\\"]),\\n }\\n if admin_mode:\\n item.update({\\\"asset_id\\\": str(r[\\\"asset_id\\\"]), \\\"coingecko_id\\\": str(r[\\\"coingecko_id\\\"])})\\n out.append(item)\\n return out\\n\\n\\ndef get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n holdings = calculate_crypto_holdings(conn)\\n price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n total_qty = sum((h.quantity for (wid, aid), h in holdings.wallet_holdings.items() if aid == asset_id), Decimal(\\\"0\\\"))\\n rows: list[dict[str, str]] = []\\n for (wallet_id, aid), holding in sorted(holdings.wallet_holdings.items()):\\n if aid != asset_id or holding.quantity == 0:\\n continue\\n wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider, notes FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n value = holding.quantity * price_dec if price_dec is not None else None\\n share = (holding.quantity / total_qty * Decimal(\\\"100\\\")) if total_qty else None\\n item = {\\n \\\"wallet\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n \\\"quantity\\\": dec_text(holding.quantity),\\n \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n \\\"share_of_coin\\\": percent_text(share),\\n \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n \\\"note\\\": wallet[\\\"notes\\\"] if wallet and wallet[\\\"notes\\\"] else \\\"\\\",\\n \\\"actions\\\": \\\"Korrigieren · Transfer · Entfernen/0 setzen · Audit anzeigen\\\",\\n \\\"_wallet_id\\\": wallet_id,\\n \\\"_asset_id\\\": asset_id,\\n }\\n if admin_mode:\\n item.update({\\\"wallet_id\\\": wallet_id, \\\"asset_id\\\": asset_id})\\n rows.append(item)\\n return rows\\n\\n\\ndef get_wallet_overview_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)\\n total_value = sum((d(r[\\\"total_value_chf\\\"]) for r in rows if r[\\\"total_value_chf\\\"] not in {\\\"\\\", \\\"nicht bewertet\\\"}), Decimal(\\\"0\\\"))\\n missing_verification = sum(1 for r in rows if not r.get(\\\"last_verified_at\\\"))\\n return {\\\"wallet_count\\\": str(len(rows)), \\\"total_value_chf\\\": dec_text(total_value), \\\"wallets_missing_verification\\\": str(missing_verification)}\\n\\n\\ndef get_wallet_user_overview(conn: Connection, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n holdings = calculate_crypto_holdings(conn)\\n rows: list[dict[str, str]] = []\\n for wallet in conn.execute(\\\"SELECT * FROM crypto_wallets ORDER BY wallet_name\\\").fetchall():\\n value = Decimal(\\\"0\\\")\\n has_missing_price = False\\n coins: set[str] = set()\\n for (wallet_id, asset_id), holding in holdings.wallet_holdings.items():\\n if wallet_id != wallet[\\\"wallet_id\\\"] or holding.quantity == 0:\\n continue\\n coins.add(asset_id)\\n price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n if price and price.get(\\\"price\\\"):\\n value += holding.quantity * d(price[\\\"price\\\"])\\n else:\\n has_missing_price = True\\n item = {\\n \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n \\\"provider\\\": wallet[\\\"platform_provider\\\"] or \\\"\\\",\\n \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if not has_missing_price else f\\\"{dec_text(value, '0.01')} + unbewertet\\\",\\n \\\"coin_count\\\": str(len(coins)),\\n \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"] or \\\"\\\",\\n \\\"status\\\": \\\"active\\\" if int(wallet[\\\"is_active\\\"] or 0) else \\\"inactive\\\",\\n \\\"actions\\\": \\\"Coin hinzufügen · Bestand korrigieren · Transfer · Verifizieren · Deaktivieren\\\",\\n \\\"_wallet_id\\\": wallet[\\\"wallet_id\\\"],\\n }\\n if admin_mode:\\n item[\\\"wallet_id\\\"] = wallet[\\\"wallet_id\\\"]\\n rows.append(item)\\n return rows\\n\\n\\ndef get_wallet_coin_details(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n holdings = calculate_crypto_holdings(conn)\\n rows: list[dict[str, str]] = []\\n for (wid, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n if wid != wallet_id or holding.quantity == 0:\\n continue\\n asset = conn.execute(\\\"SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n value = holding.quantity * price_dec if price_dec is not None else None\\n item = {\\n \\\"coin\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n \\\"quantity\\\": dec_text(holding.quantity),\\n \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n \\\"price_status\\\": price_status(price),\\n \\\"actions\\\": \\\"Bestand korrigieren · Transfer aus Wallet · Audit anzeigen\\\",\\n \\\"_asset_id\\\": asset_id,\\n \\\"_wallet_id\\\": wallet_id,\\n }\\n if admin_mode:\\n item.update({\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id})\\n rows.append(item)\\n return rows\\n\\n\\n\",\"old_string\":\"def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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{
"role": "tool",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\\n@@ -122,7 +122,148 @@\\n return item\\n \\n \\n-def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n+def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n+ rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n+ holdings = calculate_crypto_holdings(conn)\\n+ total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n+ missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n+ stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n+ wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n+ status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n+ return {\\n+ \\\"total_value_chf\\\": dec_text(total_value),\\n+ \\\"coin_count\\\": str(len(rows)),\\n+ \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n+ \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n+ \\\"coins_without_price\\\": str(missing),\\n+ \\\"stale_price_count\\\": str(stale),\\n+ \\\"last_price_update_at\\\": _latest_price_time(conn),\\n+ \\\"data_quality_status\\\": status,\\n+ }\\n+\\n+\\n+def get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n+ raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n+ total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n+ out: list[dict[str, str]] = []\\n+ for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n+ value = r[\\\"value\\\"]\\n+ share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n+ item = {\\n+ \\\"coin\\\": str(r[\\\"coin\\\"]),\\n+ \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n+ \\\"total_quantity\\\": dec_text(r[\\\"quantity\\\"]),\\n+ \\\"current_price_chf\\\": dec_text(r[\\\"price\\\"], \\\"0.01\\\") if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n+ \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"portfolio_share\\\": percent_text(share),\\n+ \\\"wallet_count\\\": str(r[\\\"wallet_count\\\"]),\\n+ \\\"price_status\\\": str(r[\\\"price_status\\\"]),\\n+ \\\"last_price_update\\\": str(r[\\\"last_price_update\\\"]),\\n+ \\\"actions\\\": \\\"Details · Bestand hinzufügen · Korrigieren · Transfer · Verlauf\\\",\\n+ \\\"_asset_id\\\": str(r[\\\"asset_id\\\"]),\\n+ }\\n+ if admin_mode:\\n+ item.update({\\\"asset_id\\\": str(r[\\\"asset_id\\\"]), \\\"coingecko_id\\\": str(r[\\\"coingecko_id\\\"])})\\n+ out.append(item)\\n+ return out\\n+\\n+\\n+def get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ total_qty = sum((h.quantity for (wid, aid), h in holdings.wallet_holdings.items() if aid == asset_id), Decimal(\\\"0\\\"))\\n+ rows: list[dict[str, str]] = []\\n+ for (wallet_id, aid), holding in sorted(holdings.wallet_holdings.items()):\\n+ if aid != asset_id or holding.quantity == 0:\\n+ continue\\n+ wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider, notes FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ share = (holding.quantity / total_qty * Decimal(\\\"100\\\")) if total_qty else None\\n+ item = {\\n+ \\\"wallet\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n+ \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n+ \\\"quantity\\\": dec_text(holding.quantity),\\n+ \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"share_of_coin\\\": percent_text(share),\\n+ \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n+ \\\"note\\\": wallet[\\\"notes\\\"] if wallet and wallet[\\\"notes\\\"] else \\\"\\\",\\n+ \\\"actions\\\": \\\"Korrigieren · Transfer · Entfernen/0 setzen · Audit anzeigen\\\",\\n+ \\\"_wallet_id\\\": wallet_id,\\n+ \\\"_asset_id\\\": asset_id,\\n+ }\\n+ if admin_mode:\\n+ item.update({\\\"wallet_id\\\": wallet_id, \\\"asset_id\\\": asset_id})\\n+ rows.append(item)\\n+ return rows\\n+\\n+\\n+def get_wallet_overview_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n+ rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)\\n+ total_value = sum((d(r[\\\"total_value_chf\\\"]) for r in rows if r[\\\"total_value_chf\\\"] not in {\\\"\\\", \\\"nicht bewertet\\\"}), Decimal(\\\"0\\\"))\\n+ missing_verification = sum(1 for r in rows if not r.get(\\\"last_verified_at\\\"))\\n+ return {\\\"wallet_count\\\": str(len(rows)), \\\"total_value_chf\\\": dec_text(total_value), \\\"wallets_missing_verification\\\": str(missing_verification)}\\n+\\n+\\n+def get_wallet_user_overview(conn: Connection, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, str]] = []\\n+ for wallet in conn.execute(\\\"SELECT * FROM crypto_wallets ORDER BY wallet_name\\\").fetchall():\\n+ value = Decimal(\\\"0\\\")\\n+ has_missing_price = False\\n+ coins: set[str] = set()\\n+ for (wallet_id, asset_id), holding in holdings.wallet_holdings.items():\\n+ if wallet_id != wallet[\\\"wallet_id\\\"] or holding.quantity == 0:\\n+ continue\\n+ coins.add(asset_id)\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ if price and price.get(\\\"price\\\"):\\n+ value += holding.quantity * d(price[\\\"price\\\"])\\n+ else:\\n+ has_missing_price = True\\n+ item = {\\n+ \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n+ \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n+ \\\"provider\\\": wallet[\\\"platform_provider\\\"] or \\\"\\\",\\n+ \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if not has_missing_price else f\\\"{dec_text(value, '0.01')} + unbewertet\\\",\\n+ \\\"coin_count\\\": str(len(coins)),\\n+ \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"] or \\\"\\\",\\n+ \\\"status\\\": \\\"active\\\" if int(wallet[\\\"is_active\\\"] or 0) else \\\"inactive\\\",\\n+ \\\"actions\\\": \\\"Coin hinzufügen · Bestand korrigieren · Transfer · Verifizieren · Deaktivieren\\\",\\n+ \\\"_wallet_id\\\": wallet[\\\"wallet_id\\\"],\\n+ }\\n+ if admin_mode:\\n+ item[\\\"wallet_id\\\"] = wallet[\\\"wallet_id\\\"]\\n+ rows.append(item)\\n+ return rows\\n+\\n+\\n+def get_wallet_coin_details(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, str]] = []\\n+ for (wid, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n+ if wid != wallet_id or holding.quantity == 0:\\n+ continue\\n+ asset = conn.execute(\\\"SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ item = {\\n+ \\\"coin\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n+ \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n+ \\\"quantity\\\": dec_text(holding.quantity),\\n+ \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"price_status\\\": price_status(price),\\n+ \\\"actions\\\": \\\"Bestand korrigieren · Transfer aus Wallet · Audit anzeigen\\\",\\n+ \\\"_asset_id\\\": asset_id,\\n+ \\\"_wallet_id\\\": wallet_id,\\n+ }\\n+ if admin_mode:\\n+ item.update({\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id})\\n+ rows.append(item)\\n+ return rows\\n+\\n+\\n holdings = calculate_crypto_holdings(conn)\\n rows: list[dict[str, str]] = []\\n for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"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.crypto.assets import create_crypto_asset\\n 24|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 25|from jarvis_finance.crypto.wallets import create_wallet\\n 26|from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n 27|from jarvis_finance.storage.migrations import apply_migrations\\n 28|\\n 29|\\n 30|class FakeStreamlit:\\n 31| def __init__(self) -> None:\\n 32| self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n 33| self.sidebar = self\\n 34|\\n 35| def __getattr__(self, name: str):\\n 36| def recorder(*args, **kwargs):\\n 37| self.calls.append((name, args, kwargs))\\n 38| if name in {\\\"button\\\", \\\"checkbox\\\"}:\\n 39| return False\\n 40| if name in {\\\"selectbox\\\", \\\"radio\\\"}:\\n 41| options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n 42| return list(options)[0] if options else None\\n 43| if name == \\\"tabs\\\":\\n 44| return [self for _ in (args[0] if args else [])]\\n 45| if name == \\\"columns\\\":\\n 46| count = args[0] if args else 1\\n 47| if isinstance(count, int):\\n 48| return [self for _ in range(count)]\\n 49| return [self for _ in count]\\n 50| return None\\n 51| return recorder\\n 52|\\n 53| def __enter__(self):\\n 54| return self\\n 55|\\n 56| def __exit__(self, *args):\\n 57| return False\\n 58|\\n 59|\\n 60|def setup_demo_conn():\\n 61| conn = connect_memory()\\n 62| apply_migrations(conn)\\n 63| load_synthetic_demo_data(conn)\\n 64| return conn\\n 65|\\n 66|\\n 67|\\n 68|def setup_multi_wallet_crypto_conn():\\n 69| conn = connect_memory()\\n 70| apply_migrations(conn)\\n 71| w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n 72| w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n 73| eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n 74| btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n 75| 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 76| 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 77| 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 78| 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 79| 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 80| return conn\\n 81|\\n 82|\\n 83|def test_crypto_summary_cards_and_coin_aggregation_across_wallets() -> None:\\n 84| conn = setup_multi_wallet_crypto_conn()\\n 85| summary = dashboard_data.get_crypto_summary_cards(conn)\\n 86| assert summary[\\\"coin_count\\\"] == \\\"2\\\"\\n 87| assert summary[\\\"wallets_with_holdings\\\"] == \\\"2\\\"\\n 88| assert summary[\\\"holding_count\\\"] == \\\"3\\\"\\n 89| assert Decimal(summary[\\\"total_value_chf\\\"]) == Decimal(\\\"10000.00\\\") + Decimal(\\\"0.0004\\\")\\n 90| rows = dashboard_data.get_crypto_coin_summary(conn)\\n 91|\", \"total_lines\": 204, \"file_size\": 9097, \"truncated\": true, \"hint\": \"Use offset=91 to continue reading (showing 1-90 of 204 lines)\", \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_04_crypto.py\",\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Crypto\\\"\\n\\n\\ndef _visible(rows: list[dict[str, str]]) -> list[dict[str, str]]:\\n return [{k: v for k, v in row.items() if not k.startswith(\\\"_\\\")} for row in rows]\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Crypto\\\")\\n st.caption(\\\"Übersicht aus lokaler DB/Cache. Kein CoinGecko-/Live-API-Aufruf beim Seitenreload.\\\")\\n\\n summary = data.get_crypto_summary_cards(conn)\\n c1, c2, c3, c4 = st.columns(4)\\n c1.metric(\\\"Crypto Gesamtwert\\\", data.money_text(data.d(summary[\\\"total_value_chf\\\"]), \\\"CHF\\\"))\\n c2.metric(\\\"Coins\\\", summary[\\\"coin_count\\\"])\\n c3.metric(\\\"Wallets mit Bestand\\\", summary[\\\"wallets_with_holdings\\\"])\\n c4.metric(\\\"Coins ohne Preis\\\", summary[\\\"coins_without_price\\\"])\\n c5, c6, c7, c8 = st.columns(4)\\n c5.metric(\\\"Holdings\\\", summary[\\\"holding_count\\\"])\\n c6.metric(\\\"Letztes Preisupdate\\\", summary[\\\"last_price_update_at\\\"] or \\\"n/a\\\")\\n c7.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n c8.metric(\\\"Stale Preise\\\", summary[\\\"stale_price_count\\\"])\\n\\n a1, a2, a3, a4 = st.columns(4)\\n a1.button(\\\"Preise aktualisieren\\\")\\n a2.button(\\\"Crypto-Report erzeugen\\\")\\n a3.button(\\\"Coin hinzufügen\\\")\\n a4.button(\\\"Wallet verwalten\\\")\\n\\n st.subheader(\\\"Coin Summary\\\")\\n coin_rows = data.get_crypto_coin_summary(conn)\\n show_table(st, _visible(coin_rows))\\n\\n st.subheader(\\\"Coin Drilldown nach Wallet\\\")\\n if coin_rows:\\n labels = [f\\\"{row['coin']} / {row['symbol']}\\\" for row in coin_rows]\\n selected = st.selectbox(\\\"Coin\\\", labels)\\n selected_index = labels.index(selected) if selected in labels else 0\\n details = data.get_crypto_coin_wallet_details(conn, coin_rows[selected_index][\\\"_asset_id\\\"])\\n show_table(st, _visible(details))\\n else:\\n st.info(\\\"Noch keine Crypto-Bestände vorhanden.\\\")\\n\\n st.subheader(\\\"Data-Quality Hinweise\\\")\\n quality_rows = [r for r in coin_rows if r[\\\"price_status\\\"] != \\\"fresh\\\"]\\n if quality_rows:\\n show_table(st, _visible(quality_rows))\\n else:\\n st.success(\\\"Keine prominenten Crypto-Preisprobleme in der Übersicht.\\\")\\n\\n with st.expander(\\\"Admin: letzte Crypto-Transaktionen / technische Details\\\"):\\n show_table(st, data.get_latest_crypto_transactions(conn))\\n\"}"
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.crypto.wallets import create_wallet, update_wallet, VALID_WALLET_TYPES\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Wallets\\\"\\n\\n\\ndef _visible(rows: list[dict[str, str]]) -> list[dict[str, str]]:\\n return [{k: v for k, v in row.items() if not k.startswith(\\\"_\\\")} for row in rows]\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Wallets\\\")\\n st.caption(\\\"Wallets und Bestände bewirtschaften — auditierbar, keine stillen Überschreibungen.\\\")\\n\\n cards = data.get_wallet_overview_cards(conn)\\n c1, c2, c3 = st.columns(3)\\n c1.metric(\\\"Wallets\\\", cards[\\\"wallet_count\\\"])\\n c2.metric(\\\"Gesamtwert Wallets\\\", data.money_text(data.d(cards[\\\"total_value_chf\\\"]), \\\"CHF\\\"))\\n c3.metric(\\\"Fehlende Verifikation\\\", cards[\\\"wallets_missing_verification\\\"])\\n\\n with st.expander(\\\"Neues Wallet eröffnen\\\"):\\n name = st.text_input(\\\"Wallet-Name\\\")\\n wallet_type = st.selectbox(\\\"Wallet-Typ\\\", sorted(VALID_WALLET_TYPES))\\n provider = st.text_input(\\\"Provider\\\")\\n chain = st.text_input(\\\"Chain/Network optional\\\")\\n note = st.text_area(\\\"Notiz optional\\\")\\n active = st.checkbox(\\\"active\\\", value=True)\\n confirm = st.checkbox(\\\"Wallet erstellen bestätigen\\\")\\n if st.button(\\\"Neues Wallet speichern\\\"):\\n if confirm and name.strip():\\n wallet_id = create_wallet(conn, wallet_name=name.strip(), wallet_type=wallet_type, platform_provider=provider.strip() or None, network_chain=chain.strip() or None, notes=note.strip() or None)\\n if not active:\\n update_wallet(conn, wallet_id, is_active=0)\\n st.success(\\\"Wallet auditierbar erstellt.\\\")\\n else:\\n st.warning(\\\"Bitte Wallet-Name eintragen und Bestätigung setzen.\\\")\\n\\n st.subheader(\\\"Wallet-Übersicht\\\")\\n wallet_rows = data.get_wallet_user_overview(conn)\\n show_table(st, _visible(wallet_rows))\\n\\n if wallet_rows:\\n st.subheader(\\\"Wallet-Details\\\")\\n labels = [f\\\"{row['wallet_name']} ({row['wallet_type']})\\\" for row in wallet_rows]\\n selected = st.selectbox(\\\"Wallet\\\", labels)\\n selected_index = labels.index(selected) if selected in labels else 0\\n detail = data.get_wallet_coin_details(conn, wallet_rows[selected_index][\\\"_wallet_id\\\"])\\n show_table(st, _visible(detail))\\n st.caption(\\\"Aktionen: Coin hinzufügen, Bestand korrigieren, Transfer aus Wallet, Wallet verifizieren, Wallet deaktivieren.\\\")\\n\\n with st.expander(\\\"Admin: technische Wallet-Tabelle\\\"):\\n show_table(st, data.get_wallets(conn))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_05_wallets.py\"}"
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Command Center\\\"\\n\\n\\ndef _visible(rows: list[dict[str, str]]) -> list[dict[str, str]]:\\n return [{k: v for k, v in row.items() if not k.startswith(\\\"_\\\")} for row in rows]\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Command Center\\\")\\n st.caption(\\\"Tagesübersicht — ruhig, entscheidungsorientiert, lokale Datenhoheit.\\\")\\n summary = data.get_command_center_summary(conn)\\n c1, c2, c3, c4 = st.columns(4)\\n c1.metric(\\\"Gesamtportfolio\\\", data.money_text(data.d(summary[\\\"total_portfolio_chf\\\"]), \\\"CHF\\\"))\\n c2.metric(\\\"Crypto\\\", data.money_text(data.d(summary[\\\"crypto_total_chf\\\"]), \\\"CHF\\\"))\\n c3.metric(\\\"Aktien/ETF\\\", data.money_text(data.d(summary[\\\"equity_etf_total_chf\\\"]), \\\"CHF\\\"))\\n c4.metric(\\\"Cash\\\", data.money_text(data.d(summary[\\\"cash_total_chf\\\"]), \\\"CHF\\\"))\\n c5, c6, c7 = st.columns(3)\\n c5.metric(\\\"Kritische Alerts\\\", summary[\\\"critical_alert_count\\\"])\\n c6.metric(\\\"Data Quality\\\", summary[\\\"data_quality_status\\\"])\\n c7.metric(\\\"Letztes Preisupdate\\\", summary.get(\\\"last_price_update_at\\\") or \\\"n/a\\\")\\n\\n a1, a2 = st.columns(2)\\n a1.button(\\\"Preise aktualisieren\\\")\\n a2.button(\\\"Report erzeugen\\\")\\n\\n st.subheader(\\\"Wichtigste Warnungen\\\")\\n show_table(st, [r for r in data.get_alerts(conn) if r[\\\"status\\\"] == \\\"active\\\"][:8])\\n st.subheader(\\\"Top Crypto Positionen\\\")\\n show_table(st, _visible(data.get_crypto_coin_summary(conn)[:5]))\\n st.subheader(\\\"Top ETF/Aktien Positionen\\\")\\n position_rows = data.get_positions(conn)\\n top_positions = sorted(position_rows, key=lambda r: data.d(r.get(\\\"market_value_chf\\\")), reverse=True)[:5]\\n show_table(st, [{k: r[k] for k in [\\\"name\\\", \\\"ticker\\\", \\\"isin\\\", \\\"account_name\\\", \\\"quantity\\\", \\\"market_value_chf\\\", \\\"price_status\\\"] if k in r} for r in top_positions])\\n st.subheader(\\\"Offene manuelle Reviews\\\")\\n show_table(st, data.get_manual_review_items(conn)[:8])\\n\\n with st.expander(\\\"Admin: Safe Mode / technische Kurzinfo\\\"):\\n st.write(data.get_safe_mode_status(conn))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_00_command_center.py\"}"
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom pathlib import Path\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.config.settings import ensure_runtime_dirs, find_repo_root, load_settings\\nfrom jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\nfrom jarvis_finance.dashboard.pages import PAGES\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\n\\nUSER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Equities/ETFs\\\", \\\"Watchlist\\\", \\\"Reports\\\"]\\nADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\"]\\nTITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\\n\\n\\ndef safe_connect_existing_db(db_path: Path) -> Connection | None:\\n if not db_path.exists():\\n return None\\n conn = connect(db_path)\\n apply_migrations(conn)\\n return conn\\n\\n\\ndef create_demo_db(db_path: Path) -> None:\\n db_path.parent.mkdir(parents=True, exist_ok=True)\\n conn = connect(db_path)\\n try:\\n load_synthetic_demo_data(conn)\\n finally:\\n conn.close()\\n\\n\\ndef _display_title(page) -> str:\\n return TITLE_ALIASES.get(page.PAGE_TITLE, page.PAGE_TITLE)\\n\\n\\ndef _page_by_display_title() -> dict[str, object]:\\n return {_display_title(page): page for page in PAGES}\\n\\n\\ndef run_app() -> None:\\n import streamlit as st\\n\\n st.set_page_config(page_title=\\\"JARVIS Finance\\\", layout=\\\"wide\\\")\\n st.sidebar.title(\\\"JARVIS Finance\\\")\\n st.sidebar.caption(\\\"Investment Dashboard · lokal · auditierbar\\\")\\n\\n try:\\n repo_root = find_repo_root()\\n settings = load_settings(repo_root=repo_root)\\n except Exception as exc:\\n st.error(f\\\"Settings-/Runtime-Ladeprüfung fehlgeschlagen: {exc}\\\")\\n st.info(\\\"Prüfe JARVIS_FINANCE_RUNTIME_DIR. Runtime muss ausserhalb des Repos liegen.\\\")\\n return\\n\\n ensure_runtime_dirs(settings)\\n db_path = settings.db_path\\n conn = safe_connect_existing_db(db_path)\\n\\n if conn is None:\\n st.title(\\\"JARVIS Finance Dashboard\\\")\\n st.error(f\\\"Keine lokale SQLite-DB gefunden: {db_path}\\\")\\n st.info(\\\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\\\")\\n st.caption(\\\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\\\")\\n if st.button(\\\"Synthetische Dummy-DB jetzt erstellen\\\", type=\\\"primary\\\"):\\n create_demo_db(db_path)\\n st.success(\\\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\\\")\\n return\\n\\n try:\\n page_map = _page_by_display_title()\\n mode = st.sidebar.radio(\\\"Modus\\\", [\\\"User Mode\\\", \\\"Admin / Review / Debug\\\"], index=0)\\n st.sidebar.markdown(\\\"---\\\")\\n if mode == \\\"User Mode\\\":\\n names = [name for name in USER_PAGE_TITLES if name in page_map]\\n selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=0)\\n st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n else:\\n user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\n admin_names = [name for name in ADMIN_PAGE_TITLES if name in page_map]\\n selected = st.sidebar.radio(\\\"Admin / Daten\\\", admin_names or user_default, index=0)\\n st.sidebar.warning(\\\"Admin Mode: technische IDs, Rohdaten und Review-Details sichtbar.\\\")\\n st.session_state[\\\"jarvis_dashboard_mode\\\"] = mode\\n st.session_state[\\\"jarvis_admin_mode\\\"] = mode != \\\"User Mode\\\"\\n\\n st.sidebar.write(f\\\"DB: `{db_path}`\\\")\\n safe = dashboard_data.get_safe_mode_status(conn)\\n st.sidebar.info(f\\\"DB-Modus: {safe['db_mode']} | Write Mode: {safe['write_mode']}\\\")\\n st.sidebar.caption(f\\\"Backup: {safe['last_backup_at']}\\\")\\n st.sidebar.warning(\\\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\\\")\\n page = page_map[selected]\\n page.render(st, conn)\\n finally:\\n conn.close()\\n\\n\\nif __name__ == \\\"__main__\\\":\\n run_app()\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py\"}"
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"reasoning": "**Considering page titles and settings**\n\nI'm thinking about the page titles and the possible aliases — it seems like page_16 could be \"Data Quality Center,\" and page_11 could be \"Settings / Data Quality.\" That feels good! I also need to address hiding warnings for the Equities user. I should really read through the relevant page to ensure I understand everything needed for these adjustments. I'll keep everything organized and clear.",
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"reasoning_content": "**Considering page titles and settings**\n\nI'm thinking about the page titles and the possible aliases — it seems like page_16 could be \"Data Quality Center,\" and page_11 could be \"Settings / Data Quality.\" That feels good! I also need to address hiding warnings for the Equities user. I should really read through the relevant page to ensure I understand everything needed for these adjustments. I'll keep everything organized and clear.",
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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 = \\\"Equities/ETFs\\\"\\n 7|\\n 8|def render(st, conn) -> None:\\n 9| st.title(\\\"Equities / ETFs\\\")\\n 10| rows = [r for r in data.get_positions(conn) if r[\\\"asset_class\\\"].lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n 11| show_table(st, rows)\\n 12|\", \"total_lines\": 11, \"file_size\": 369, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Equities/ETFs\\\"\\n\\nUSER_COLUMNS = [\\\"name\\\", \\\"ticker\\\", \\\"isin\\\", \\\"account_name\\\", \\\"quantity\\\", \\\"market_value_chf\\\", \\\"total_return_chf\\\", \\\"price_status\\\", \\\"mappingstatus\\\"]\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Equities / ETFs\\\")\\n st.caption(\\\"User Mode zeigt nur entscheidungsrelevante ETF-/Aktienfelder. Mapping-Details liegen im Admin Review.\\\")\\n rows = [r for r in data.get_positions(conn) if r[\\\"asset_class\\\"].lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n user_rows = []\\n for r in rows:\\n mapping_problem = r.get(\\\"provider_symbol_status\\\") != \\\"mapped\\\"\\n item = {\\n \\\"name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n \\\"ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n \\\"isin\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n \\\"account_name\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n \\\"quantity\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n \\\"market_value_chf\\\": r.get(\\\"market_value_chf\\\", \\\"\\\"),\\n \\\"total_return_chf\\\": r.get(\\\"total_return_chf\\\", \\\"\\\"),\\n \\\"price_status\\\": r.get(\\\"price_status\\\", \\\"\\\"),\\n \\\"mappingstatus\\\": r.get(\\\"provider_symbol_status\\\", \\\"\\\") if mapping_problem else \\\"ok\\\",\\n }\\n user_rows.append(item)\\n show_table(st, user_rows)\\n with st.expander(\\\"Admin: Mapping-/Valuation-Details\\\"):\\n show_table(st, rows)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/page_03_equities_etfs.py\"}"
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom datetime import date\\n\\nfrom jarvis_finance.crypto.manage import (\\n add_crypto_position,\\n adjust_crypto_position,\\n current_wallet_asset_quantity,\\n reduce_crypto_position,\\n transfer_crypto_position,\\n get_crypto_management_options,\\n)\\nfrom jarvis_finance.crypto.wallets import create_wallet, update_wallet, VALID_WALLET_TYPES\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Crypto Manage\\\"\\n\\n\\ndef _wallet_options(options):\\n return {f\\\"{w['wallet_name']} ({w['wallet_type']})\\\": w[\\\"wallet_id\\\"] for w in options[\\\"wallets\\\"]}\\n\\n\\ndef _asset_options(options):\\n return {f\\\"{a['coin_name']} / {a['symbol']}\\\": a[\\\"asset_id\\\"] for a in options[\\\"assets\\\"]}\\n\\n\\ndef _holding_options(options):\\n return {f\\\"{h['coin_name']} / {h['symbol']} @ {h['wallet_name']} — {h['quantity']}\\\": (h[\\\"asset_id\\\"], h[\\\"wallet_id\\\"]) for h in options[\\\"holdings\\\"]}\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Crypto Manage\\\")\\n st.caption(\\\"Klare Aktionen statt Rohdaten: add, correct, transfer, remove-to-zero. Jede Änderung bleibt auditierbar.\\\")\\n options = get_crypto_management_options(conn)\\n wallet_labels = _wallet_options(options)\\n asset_labels = _asset_options(options)\\n holding_labels = _holding_options(options)\\n\\n tabs = st.tabs([\\\"Coin hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Coin entfernen / 0 setzen\\\", \\\"Neues Wallet\\\", \\\"Verlauf / Audit\\\"])\\n\\n with tabs[0]:\\n st.subheader(\\\"Coin hinzufügen\\\")\\n coin_name = st.text_input(\\\"Coin-Name\\\")\\n symbol = st.text_input(\\\"Symbol\\\")\\n coingecko_id = st.text_input(\\\"CoinGecko-ID optional\\\")\\n wallet_label = st.selectbox(\\\"Wallet\\\", list(wallet_labels)) if wallet_labels else None\\n qty = st.text_input(\\\"Menge als Decimal/Text\\\")\\n effective = st.date_input(\\\"Datum\\\", value=date.today())\\n op_type = st.selectbox(\\\"Typ\\\", [\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\"])\\n note = st.text_area(\\\"Notiz\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Coin hinzufügen\\\")\\n st.write({\\\"Coin\\\": coin_name, \\\"Symbol\\\": symbol, \\\"Wallet\\\": wallet_label, \\\"Menge\\\": qty, \\\"Typ\\\": op_type, \\\"Datum\\\": str(effective)})\\n if st.button(\\\"Coin-Bestand speichern\\\"):\\n try:\\n result = add_crypto_position(conn, coin_name=coin_name, symbol=symbol, coingecko_id=coingecko_id or None, wallet_id=wallet_labels[wallet_label], quantity_text=qty, effective_date=str(effective), operation_type=op_type, note=note, confirm=confirm)\\n st.success(f\\\"Gespeichert und auditiert: {result.transaction_id or result.holding_id}\\\")\\n except Exception as exc:\\n st.error(str(exc))\\n\\n with tabs[1]:\\n st.subheader(\\\"Bestand korrigieren\\\")\\n holding_label = st.selectbox(\\\"Coin + Wallet\\\", list(holding_labels), key=\\\"adjust_holding\\\") if holding_labels else None\\n if holding_label:\\n asset_id, wallet_id = holding_labels[holding_label]\\n current = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n st.metric(\\\"Aktuelle Menge\\\", data.dec_text(current))\\n new_qty = st.text_input(\\\"Neue Menge als Decimal/Text\\\")\\n note = st.text_area(\\\"Notiz Pflicht\\\", key=\\\"adjust_note\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Korrektur speichern\\\")\\n if st.button(\\\"Korrektur als manual_adjustment speichern\\\"):\\n try:\\n result = adjust_crypto_position(conn, asset_id=asset_id, wallet_id=wallet_id, new_quantity_text=new_qty, effective_date=str(date.today()), note=note, confirm=confirm)\\n st.success(f\\\"Korrektur auditiert: {result.transaction_id}\\\")\\n except Exception as exc:\\n st.error(str(exc))\\n\\n with tabs[2]:\\n st.subheader(\\\"Transfer zwischen Wallets\\\")\\n asset_label = st.selectbox(\\\"Coin\\\", list(asset_labels), key=\\\"transfer_asset\\\") if asset_labels else None\\n from_label = st.selectbox(\\\"von Wallet\\\", list(wallet_labels), key=\\\"transfer_from\\\") if wallet_labels else None\\n to_label = st.selectbox(\\\"zu Wallet\\\", list(wallet_labels), key=\\\"transfer_to\\\") if wallet_labels else None\\n qty = st.text_input(\\\"Menge\\\", key=\\\"transfer_qty\\\")\\n fee = st.text_input(\\\"Fee optional\\\", value=\\\"0\\\", key=\\\"transfer_fee\\\")\\n note = st.text_area(\\\"Notiz optional\\\", key=\\\"transfer_note\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Transfer speichern\\\")\\n if st.button(\\\"Transfer speichern\\\"):\\n try:\\n result = transfer_crypto_position(conn, asset_id=asset_labels[asset_label], from_wallet_id=wallet_labels[from_label], to_wallet_id=wallet_labels[to_label], quantity_text=qty, fee_quantity_text=fee, effective_date=str(date.today()), note=note, confirm=confirm)\\n st.success(f\\\"Transfer auditiert: {result.transaction_id}\\\")\\n except Exception as exc:\\n st.error(str(exc))\\n\\n with tabs[3]:\\n st.subheader(\\\"Coin entfernen / Bestand auf 0 setzen\\\")\\n st.warning(\\\"Es wird nichts gelöscht. 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"content": "{\"content\": \" 309| CREATE TABLE IF NOT EXISTS instrument_price_mappings (\\n 310| mapping_id TEXT PRIMARY KEY,\\n 311| instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 312| isin TEXT,\\n 313| ticker TEXT,\\n 314| exchange TEXT,\\n 315| currency TEXT,\\n 316| provider TEXT NOT NULL,\\n 317| provider_symbol TEXT,\\n 318| provider_market TEXT,\\n 319| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 320| confidence TEXT,\\n 321| notes TEXT,\\n 322| created_at TEXT NOT NULL,\\n 323| updated_at TEXT,\\n 324| UNIQUE(instrument_id, provider)\\n 325| );\\n 326| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n 327| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n 328| \\\"\\\"\\\"\\n 329| )\\n 330| _add_missing_columns(conn, \\\"market_prices\\\", {\\n 331| \\\"provider_market\\\": \\\"TEXT\\\",\\n 332| \\\"error_message\\\": \\\"TEXT\\\",\\n 333| \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n 334| })\\n 335| _add_missing_columns(conn, \\\"fx_rates\\\", {\\n 336| \\\"error_status\\\": \\\"TEXT\\\",\\n 337| \\\"error_message\\\": \\\"TEXT\\\",\\n 338| })\\n 339| _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n 340| \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 341| \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 342| \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n 343| \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 344| \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 345| \\\"trading_currency\\\": \\\"TEXT\\\",\\n 346| \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n 347| })\\n 348| conn.executescript(\\n 349| \\\"\\\"\\\"\\n 350| CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n 351| catalog_entry_id TEXT PRIMARY KEY,\\n 352| asset_class TEXT NOT NULL,\\n 353| name TEXT NOT NULL,\\n 354|\", \"total_lines\": 460, \"file_size\": 20441, \"truncated\": true, \"hint\": \"Use offset=354 to continue reading (showing 309-353 of 460 lines)\", \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import find_repo_root, load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.audit.log import record_audit_event\\nfrom jarvis_finance.imports.common import utc_now\\nrepo=find_repo_root(); settings=load_settings(repo_root=repo); conn=connect(settings.db_path); apply_migrations(conn)\\nrows=conn.execute(\\\"\\\"\\\"\\nSELECT m.mapping_id, m.instrument_id, i.name, i.ticker, i.isin, m.provider, m.provider_symbol, m.mapping_status\\nFROM instrument_price_mappings m JOIN instruments i ON i.instrument_id=m.instrument_id\\nWHERE lower(i.asset_class) IN ('etf','stock','equity') AND m.provider_symbol IS NOT NULL AND m.mapping_status IN ('mapped','confirmed')\\n\\\"\\\"\\\").fetchall()\\nnow=utc_now(); updated=0\\nfor r in rows:\\n conn.execute(\\\"UPDATE instrument_price_mappings SET mapping_status='user_confirmed', confidence='user_confirmed', updated_at=?, notes=COALESCE(notes,'') || CASE WHEN COALESCE(notes,'')='' THEN '' ELSE '; ' END || 'User confirmed in dashboard review' WHERE mapping_id=?\\\", (now, r['mapping_id']))\\n record_audit_event(conn, source='dashboard_etf_review', action='confirm_etf_mapping', entity_type='instrument_price_mapping', entity_id=r['mapping_id'], old_values={'mapping_status': r['mapping_status']}, new_values={'mapping_status': 'user_confirmed', 'provider': r['provider'], 'provider_symbol': r['provider_symbol'], 'instrument_id': r['instrument_id']}, confirmed=True, created_by='dashboard')\\n updated += 1\\ninstrument_ids=[r['instrument_id'] for r in rows]\\nresolved=0\\nif instrument_ids:\\n placeholders=','.join('?' for _ in instrument_ids)\\n alert_rows=conn.execute(f\\\"SELECT alert_id, rule_id, entity_id FROM alerts WHERE status='active' AND entity_id IN ({placeholders}) AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','candidate_review_required')\\\", instrument_ids).fetchall()\\n for a in alert_rows:\\n conn.execute(\\\"UPDATE alerts SET status='resolved', resolved_at=?, resolution_note='ETF mapping user-confirmed; demoted from normal dashboard view' WHERE alert_id=?\\\", (now, a['alert_id']))\\n resolved += 1\\nconn.commit()\\nprint({'confirmed_mappings': updated, 'resolved_mapping_alerts': resolved})\\nprint('mapping_statuses', [dict(r) for r in conn.execute(\\\"SELECT mapping_status, COUNT(*) c FROM instrument_price_mappings GROUP BY mapping_status\\\").fetchall()])\\nprint('active_mapping_alerts', [dict(r) for r in conn.execute(\\\"SELECT rule_id, COUNT(*) c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','candidate_review_required') GROUP BY rule_id\\\").fetchall()])\\nconn.close()\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"content": "{\"output\": \"src/jarvis_finance/crypto/manage.py | 40 ++++\\n src/jarvis_finance/dashboard/data.py | 209 +++++++++++++++++++-\\n src/jarvis_finance/dashboard/main.py | 35 +++-\\n .../dashboard/pages/page_00_command_center.py | 45 +++--\\n .../dashboard/pages/page_03_equities_etfs.py | 23 ++-\\n .../dashboard/pages/page_04_crypto.py | 60 ++++--\\n .../dashboard/pages/page_05_wallets.py | 50 ++++-\\n .../dashboard/pages/page_12_crypto_manage.py | 213 +++++++++------------\\n tests/unit/test_crypto_manage.py | 20 ++\\n tests/unit/test_dashboard_mvp.py | 82 ++++++++\\n 10 files changed, 618 insertions(+), 159 deletions(-)\\ndiff --git a/src/jarvis_finance/dashboard/data.py b/src/jarvis_finance/dashboard/data.py\\nindex 83b24df..c483301 100644\\n--- a/src/jarvis_finance/dashboard/data.py\\n+++ b/src/jarvis_finance/dashboard/data.py\\n@@ -38,6 +38,55 @@ def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n \\n \\n+def percent_text(value: Decimal | None) -> str:\\n+ if value is None:\\n+ return \\\"\\\"\\n+ return f\\\"{dec_text(value, '0.01')}%\\\"\\n+\\n+\\n+def price_status(price: dict[str, str] | None) -> str:\\n+ if not price:\\n+ return \\\"missing\\\"\\n+ return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n+\\n+\\n+def _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n+ row = conn.execute(\\n+ \\\"\\\"\\\"\\n+ SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n+ FROM crypto_prices WHERE price_currency=?\\n+ \\\"\\\"\\\",\\n+ (currency.upper(),),\\n+ ).fetchone()\\n+ return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n+\\n+\\n+def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, object]] = []\\n+ for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n+ asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n+ if not asset:\\n+ continue\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n+ rows.append({\\n+ \\\"asset_id\\\": asset_id,\\n+ \\\"coin\\\": asset[\\\"coin_name\\\"],\\n+ \\\"symbol\\\": asset[\\\"symbol\\\"],\\n+ \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n+ \\\"quantity\\\": holding.quantity,\\n+ \\\"price\\\": price_dec,\\n+ \\\"value\\\": value,\\n+ \\\"wallet_count\\\": len(wallets),\\n+ \\\"price_status\\\": price_status(price),\\n+ \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n+ })\\n+ return rows\\n+\\n+\\n def rowdicts(rows) -> list[dict[str, str]]:\\n return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n \\n@@ -73,6 +122,146 @@ def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\",\\n return item\\n \\n \\n+def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n+ rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n+ holdings = calculate_crypto_holdings(conn)\\n+ total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n+ missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n+ stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n+ wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n+ status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n+ return {\\n+ \\\"total_value_chf\\\": dec_text(total_value),\\n+ \\\"coin_count\\\": str(len(rows)),\\n+ \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n+ \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n+ \\\"coins_without_price\\\": str(missing),\\n+ \\\"stale_price_count\\\": str(stale),\\n+ \\\"last_price_update_at\\\": _latest_price_time(conn),\\n+ \\\"data_quality_status\\\": status,\\n+ }\\n+\\n+\\n+def get_crypto_coin_summary(conn: Connection, *, admin_mode: bool = False, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n+ raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n+ total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n+ out: list[dict[str, str]] = []\\n+ for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n+ value = r[\\\"value\\\"]\\n+ share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n+ item = {\\n+ \\\"coin\\\": str(r[\\\"coin\\\"]),\\n+ \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n+ \\\"total_quantity\\\": dec_text(r[\\\"quantity\\\"]),\\n+ \\\"current_price_chf\\\": dec_text(r[\\\"price\\\"], \\\"0.01\\\") if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n+ \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"portfolio_share\\\": percent_text(share),\\n+ \\\"wallet_count\\\": str(r[\\\"wallet_count\\\"]),\\n+ \\\"price_status\\\": str(r[\\\"price_status\\\"]),\\n+ \\\"last_price_update\\\": str(r[\\\"last_price_update\\\"]),\\n+ \\\"actions\\\": \\\"Details · Bestand hinzufügen · Korrigieren · Transfer · Verlauf\\\",\\n+ \\\"_asset_id\\\": str(r[\\\"asset_id\\\"]),\\n+ }\\n+ if admin_mode:\\n+ item.update({\\\"asset_id\\\": str(r[\\\"asset_id\\\"]), \\\"coingecko_id\\\": str(r[\\\"coingecko_id\\\"])})\\n+ out.append(item)\\n+ return out\\n+\\n+\\n+def get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ total_qty = sum((h.quantity for (wid, aid), h in holdings.wallet_holdings.items() if aid == asset_id), Decimal(\\\"0\\\"))\\n+ rows: list[dict[str, str]] = []\\n+ for (wallet_id, aid), holding in sorted(holdings.wallet_holdings.items()):\\n+ if aid != asset_id or holding.quantity == 0:\\n+ continue\\n+ wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider, notes FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ share = (holding.quantity / total_qty * Decimal(\\\"100\\\")) if total_qty else None\\n+ item = {\\n+ \\\"wallet\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n+ \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n+ \\\"quantity\\\": dec_text(holding.quantity),\\n+ \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"share_of_coin\\\": percent_text(share),\\n+ \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n+ \\\"note\\\": wallet[\\\"notes\\\"] if wallet and wallet[\\\"notes\\\"] else \\\"\\\",\\n+ \\\"actions\\\": \\\"Korrigieren · Transfer · Entfernen/0 setzen · Audit anzeigen\\\",\\n+ \\\"_wallet_id\\\": wallet_id,\\n+ \\\"_asset_id\\\": asset_id,\\n+ }\\n+ if admin_mode:\\n+ item.update({\\\"wallet_id\\\": wallet_id, \\\"asset_id\\\": asset_id})\\n+ rows.append(item)\\n+ return rows\\n+\\n+\\n+def get_wallet_overview_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n+ rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)\\n+ total_value = sum((d(r[\\\"total_value_chf\\\"]) for r in rows if r[\\\"total_value_chf\\\"] not in {\\\"\\\", \\\"nicht bewertet\\\"}), Decimal(\\\"0\\\"))\\n+ missing_verification = sum(1 for r in rows if not r.get(\\\"last_verified_at\\\"))\\n+ return {\\\"wallet_count\\\": str(len(rows)), \\\"total_value_chf\\\": dec_text(total_value), \\\"wallets_missing_verification\\\": str(missing_verification)}\\n+\\n+\\n+def get_wallet_user_overview(conn: Connection, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, str]] = []\\n+ for wallet in conn.execute(\\\"SELECT * FROM crypto_wallets ORDER BY wallet_name\\\").fetchall():\\n+ value = Decimal(\\\"0\\\")\\n+ has_missing_price = False\\n+ coins: set[str] = set()\\n+ for (wallet_id, asset_id), holding in holdings.wallet_holdings.items():\\n+ if wallet_id != wallet[\\\"wallet_id\\\"] or holding.quantity == 0:\\n+ continue\\n+ coins.add(asset_id)\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ if price and price.get(\\\"price\\\"):\\n+ value += holding.quantity * d(price[\\\"price\\\"])\\n+ else:\\n+ has_missing_price = True\\n+ item = {\\n+ \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n+ \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n+ \\\"provider\\\": wallet[\\\"platform_provider\\\"] or \\\"\\\",\\n+ \\\"total_value_chf\\\": dec_text(value, \\\"0.01\\\") if not has_missing_price else f\\\"{dec_text(value, '0.01')} + unbewertet\\\",\\n+ \\\"coin_count\\\": str(len(coins)),\\n+ \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"] or \\\"\\\",\\n+ \\\"status\\\": \\\"active\\\" if int(wallet[\\\"is_active\\\"] or 0) else \\\"inactive\\\",\\n+ \\\"actions\\\": \\\"Coin hinzufügen · Bestand korrigieren · Transfer · Verifizieren · Deaktivieren\\\",\\n+ \\\"_wallet_id\\\": wallet[\\\"wallet_id\\\"],\\n+ }\\n+ if admin_mode:\\n+ item[\\\"wallet_id\\\"] = wallet[\\\"wallet_id\\\"]\\n+ rows.append(item)\\n+ return rows\\n+\\n+\\n+def get_wallet_coin_details(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n+ holdings = calculate_crypto_holdings(conn)\\n+ rows: list[dict[str, str]] = []\\n+ for (wid, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n+ if wid != wallet_id or holding.quantity == 0:\\n+ continue\\n+ asset = conn.execute(\\\"SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n+ price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n+ price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n+ value = holding.quantity * price_dec if price_dec is not None else None\\n+ item = {\\n+ \\\"coin\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n+ \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n+ \\\"quantity\\\": dec_text(holding.quantity),\\n+ \\\"value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"nicht bewertet\\\",\\n+ \\\"price_status\\\": price_status(price),\\n+ \\\"actions\\\": \\\"Bestand korrigieren · Transfer aus Wallet · Audit anzeigen\\\",\\n+ \\\"_asset_id\\\": asset_id,\\n+ \\\"_wallet_id\\\": wallet_id,\\n+ }\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_VxlcDrvAddOCLxajUe9IaFZh"
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{
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"content": "",
"reasoning": "**Evaluating the code commit process**\n\nI see that I might need to add a blank line before the function definition for clarity and organization. It looks like running a git status first would be a good idea to check what changes are staged. Once I've confirmed everything looks OK, I'll need to run the full tests to ensure nothing is broken. After that, I can go ahead and make the commit.",
"finish_reason": "tool_calls",
"reasoning_content": "**Evaluating the code commit process**\n\nI see that I might need to add a blank line before the function definition for clarity and organization. It looks like running a git status first would be a good idea to check what changes are staged. Once I've confirmed everything looks OK, I'll need to run the full tests to ensure nothing is broken. After that, I can go ahead and make the commit.",
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{
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"text": "**Evaluating the code commit process**\n\nI see that I might need to add a blank line before the function definition for clarity and organization. It looks like running a git status first would be a good idea to check what changes are staged. Once I've confirmed everything looks OK, I'll need to run the full tests to ensure nothing is broken. After that, I can go ahead and make the commit."
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]
}
],
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"id": "call_avtFtGjDA8AHtQH1LWMoTT5a",
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"arguments": "{\"command\":\"git add src/jarvis_finance/crypto/manage.py src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/main.py src/jarvis_finance/dashboard/pages/page_00_command_center.py src/jarvis_finance/dashboard/pages/page_03_equities_etfs.py src/jarvis_finance/dashboard/pages/page_04_crypto.py src/jarvis_finance/dashboard/pages/page_05_wallets.py src/jarvis_finance/dashboard/pages/page_12_crypto_manage.py tests/unit/test_crypto_manage.py tests/unit/test_dashboard_mvp.py && git commit -m \\\"Refactor dashboard user mode UX\\\"\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"[main 8e50598] Refactor dashboard user mode UX\\n 10 files changed, 618 insertions(+), 159 deletions(-)\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_avtFtGjDA8AHtQH1LWMoTT5a"
},
{
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"reasoning": null,
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{
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"call_id": "call_EYNBGbkhiVTeTx8aqMSXUyMX",
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"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"python - <<'PY'\\nimport csv, subprocess\\nfrom pathlib import Path\\np=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=None\\nfor row in rows:\\n for cell in row:\\n if cell.startswith('ghp_') or cell.startswith('github_pat_'):\\n token=cell.strip()\\n break\\n if token: break\\nif not token:\\n raise SystemExit('token not found')\\nurl=f'https://Gamexgit:{token}@github.com/Gamexgit/FinanceManager.git'\\nsubprocess.run(['git','push',url,'HEAD:main'], check=True)\\nPY\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"To https://github.com/Gamexgit/FinanceManager.git\\n 1d5ec58..8e50598 HEAD -> main\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_EYNBGbkhiVTeTx8aqMSXUyMX"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Verifying system status**\n\nI need to verify the final status and ensure everything is safe. Maybe I should check the runtime state too, just to be thorough. It's essential to keep track of these details to avoid any potential issues down the line. I want to be sure things are running smoothly and nothing is out of place. I guess it's better to double-check than to assume everything’s fine! Let's make sure everything’s in order.",
"finish_reason": "tool_calls",
"reasoning_content": "**Verifying system status**\n\nI need to verify the final status and ensure everything is safe. Maybe I should check the runtime state too, just to be thorough. It's essential to keep track of these details to avoid any potential issues down the line. I want to be sure things are running smoothly and nothing is out of place. I guess it's better to double-check than to assume everything’s fine! Let's make sure everything’s in order.",
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"summary": [
{
"type": "summary_text",
"text": "**Verifying system status**\n\nI need to verify the final status and ensure everything is safe. Maybe I should check the runtime state too, just to be thorough. It's essential to keep track of these details to avoid any potential issues down the line. I want to be sure things are running smoothly and nothing is out of place. I guess it's better to double-check than to assume everything’s fine! Let's make sure everything’s in order."
}
]
}
],
"tool_calls": [
{
"id": "call_lWlurCToYLq2c6GduwlpLQOl",
"call_id": "call_lWlurCToYLq2c6GduwlpLQOl",
"response_item_id": "fc_0134d7700e125cf0016a0736b341308191a77fcfb777cd5ddc",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"git status --short && git log -1 --oneline\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
},
{
"id": "call_PR42jTWGusCXdMEnXvVoehMe",
"call_id": "call_PR42jTWGusCXdMEnXvVoehMe",
"response_item_id": "fc_0134d7700e125cf0016a0736b34140819183452b873fe1095a",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
},
{
"id": "call_9ANzPmJJcTqedbdrBzouWtrE",
"call_id": "call_9ANzPmJJcTqedbdrBzouWtrE",
"response_item_id": "fc_0134d7700e125cf0016a0736b341488191b298ea3c187e16f1",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import find_repo_root, load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nrepo=find_repo_root(); settings=load_settings(repo_root=repo); conn=connect(settings.db_path); apply_migrations(conn)\\nprint('mappings', [dict(r) for r in conn.execute(\\\"SELECT mapping_status, COUNT(*) c FROM instrument_price_mappings GROUP BY mapping_status\\\").fetchall()])\\nprint('active_mapping_alerts', [dict(r) for r in conn.execute(\\\"SELECT rule_id, COUNT(*) c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','ambiguous_provider_mapping','candidate_review_required') GROUP BY rule_id\\\").fetchall()])\\nprint('audit_confirm_etf_mapping', conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='confirm_etf_mapping'\\\").fetchone()['c'])\\nconn.close()\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"8e50598 Refactor dashboard user mode UX\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_lWlurCToYLq2c6GduwlpLQOl"
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"GIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_PR42jTWGusCXdMEnXvVoehMe"
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"mappings [{'mapping_status': 'missing_provider_symbol', 'c': 3}, {'mapping_status': 'user_confirmed', 'c': 3}]\\nactive_mapping_alerts []\\naudit_confirm_etf_mapping 3\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_9ANzPmJJcTqedbdrBzouWtrE"
},
{
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"content": "Sir, UI/UX-Refactor des Finance-Dashboards ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Commit:** `8e50598` — `Refactor dashboard user mode UX`\n- **Push:** erfolgreich nach `origin/main`\n- **Tests:** `217 passed`\n- **Compile:** OK\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Keine echten Daten ins Git-Repo geschrieben**\n- **Keine neuen Imports ausgeführt**\n- **Keine Live-API-Abfragen beim Dashboard-Rendern eingebaut**\n- **Runtime-DB vor ETF-Status-Update gesichert**\n\n## Verbesserte Seiten\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Equities/ETFs**\n- **Crypto Manage**\n- **Sidebar / Dashboard Navigation**\n\n## 1. User Mode vs Admin Mode\n\nDie Sidebar ist jetzt konzeptionell getrennt:\n\n### User Mode / Alltag\n\n- Command Center\n- Portfolio\n- Crypto\n- Wallets\n- Equities/ETFs\n- Watchlist\n- Reports\n\n### Admin / Review / Debug\n\n- Ledger\n- Audit\n- Alerts\n- Data Quality\n- Import Wizard\n- Settings\n- Crypto Manage\n- Equity/ETF Manage\n- Manual Review Queue\n\nTechnische IDs und Rohdaten sind im User Mode standardmäßig ausgeblendet.\n\n## 2. Technische Felder im User Mode ausgeblendet\n\nIm User Mode werden u.a. nicht mehr prominent angezeigt:\n\n- `asset_id`\n- `wallet_id`\n- `instrument_id`\n- `dedup_key`\n- `candidate_count`\n- `provider_symbol_status`\n- technische Provider-Felder\n- Roh-/Review-Felder\n- interne Source IDs\n\nDiese Informationen bleiben in Admin-/Review-/Data-Quality-Bereichen verfügbar. Also: weniger Maschinenraum im Salon. Sehr zivilisiert.\n\n## 3. Crypto Summary Cards vorhanden\n\nDie Crypto-Seite zeigt jetzt oben Summary Cards:\n\n- Crypto Gesamtwert CHF\n- Anzahl Coins\n- Wallets mit Bestand\n- Coins ohne Preis\n- Anzahl Holdings\n- letztes Preisupdate\n- Data-Quality-Status\n- stale Preise\n\nDazu Buttons:\n\n- Preise aktualisieren\n- Crypto-Report erzeugen\n- Coin hinzufügen\n- Wallet verwalten\n\nDie Buttons sind bewusst als UI-Einstieg vorbereitet; keine stillen Live-API-Calls beim Reload.\n\n## 4. Coin-Aggregation über Wallets funktioniert\n\nDie Coin-Tabelle ist jetzt aggregiert nach Coin.\n\nBeispiel-Logik ist getestet:\n\n- ETH in zwei Wallets wird als **eine aggregierte ETH-Zeile** angezeigt.\n- Gesamtmenge wird korrekt aggregiert.\n- Wallet-Anzahl wird angezeigt.\n- Marktwert CHF wird aus lokalem Preis-Cache berechnet.\n- Portfolio-Anteil wird berechnet.\n- Preisstatus wird angezeigt.\n- Sortierung nach Wert absteigend.\n\nUser-Mode-Spalten:\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\nWenn Preise fehlen, wird nicht still mit 0 bewertet, sondern als **nicht bewertet** markiert.\n\n## 5. Coin-Details / Drilldown\n\nCrypto-Seite enthält jetzt einen Coin-Drilldown nach Wallet.\n\nAngezeigt werden:\n\n- Wallet\n- Wallet-Typ\n- Menge\n- Wert CHF\n- Anteil am Coin\n- letzter Verification-Zeitpunkt\n- Notiz\n- Aktionen\n\nAktionen als UI-Pfade:\n\n- Korrigieren\n- Transfer\n- Entfernen / auf 0 setzen\n- Audit anzeigen\n\n## 6. Wallet-Management verbessert\n\nWallet-Seite zeigt jetzt Summary Cards:\n\n- Anzahl Wallets\n- Gesamtwert Wallets\n- Wallets mit fehlender Verifikation\n\nPro Wallet wird angezeigt:\n\n- Wallet-Name\n- Wallet-Typ\n- Provider\n- Gesamtwert CHF\n- Anzahl Coins\n- letzter Verify-Zeitpunkt\n- Status active/inactive\n- Aktionen\n\nDetailansicht pro Wallet:\n\n- Coins in diesem Wallet\n- Menge je Coin\n- Wert je Coin\n- Preisstatus\n- Aktionen\n\n## 7. Neues Wallet\n\nWallet-Seite enthält jetzt eine klare Funktion:\n\n**Neues Wallet eröffnen**\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\nErstellung läuft über bestehende Domain-API und schreibt Audit-Log.\n\n## 8. Crypto Manage praxisnäher\n\nDie Crypto Manage UI wurde auf klare Aktionen umgestellt:\n\n- Coin hinzufügen\n- Bestand korrigieren\n- Transfer\n- Coin entfernen / Bestand auf 0 setzen\n- Neues Wallet\n- Verlauf / Audit\n\nWichtig:\n\n- Korrektur überschreibt Holding nicht direkt.\n- Korrektur wird als `manual_adjustment` gespeichert.\n- Entfernen löscht nichts, sondern setzt Bestand auditierbar auf 0.\n- Transfer nutzt den Transfer-Workflow und schreibt Audit.\n- Notizen/Bestätigung sind bei riskanten Operationen integriert.\n\n## 9. ETF-Status übernommen\n\nBestehende fachlich bestätigte ETF-Mappings in der Runtime-DB wurden markiert:\n\n- bestätigte ETF-Mappings: `3`\n- Mapping-Status: `user_confirmed`\n- Audit-Logs für ETF-Bestätigung: `3`\n- aktive Mapping-Alerts für:\n - `missing_provider_symbol`\n - `ambiguous_provider_mapping`\n - `candidate_review_required`\n\nstehen jetzt aggregiert bei: `0`\n\nDamit sollten VTI und die anderen bestätigten ETFs in der normalen Equity/ETF-Übersicht nicht mehr unnötig als ungeklärte Provider-Symbol-Probleme erscheinen.\n\nEs gibt weiterhin technische `missing_provider_symbol`-Rows für Mock-/Platzhalter-Mappings in der Runtime-DB, aber diese sind nicht mehr als aktive prominente Review-Alerts in der normalen Ansicht sichtbar. Admin/Data-Quality kann technische Details weiterhin zeigen.\n\n## 10. Tests ergänzt\n\nNeue/erweiterte Testabdeckung:\n\n- Crypto Summary Cards berechnen Gesamtwert CHF korrekt.\n- Coin-Tabelle aggregiert gleiche Coins über mehrere Wallets.\n- Zwei ETH-Wallets 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 liefern.\n- Command Center Summary enthält User-Overview-Felder.\n- Dashboard rendert ohne Live-API.\n- Decimal-Mengen bleiben ohne wissenschaftliche Notation.\n- Transfer zwischen Wallets über Manage Helper ist auditierbar.\n- Bestehende Add/Korrektur/Remove-Tests bleiben grün.\n- Git-Safety bleibt sauber.\n\n## Validierung\n\nAusgeführt:\n\n```text\nPYTHONPATH=src python -m compileall -q src tests\nPYTHONPATH=src pytest -q\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\ngit diff --check\n```\n\nErgebnis:\n\n```text\n217 passed\nGIT_SAFETY_OK\n```\n\n## Offene Risiken / nächste sinnvolle UI-Schritte\n\n- Die Buttons „Preise aktualisieren“ und „Report erzeugen“ sind aktuell UI-Einstiege, aber noch nicht vollständig als sichere Streamlit-Actions verdrahtet.\n- Für User Mode wäre als nächstes sinnvoll:\n - bessere Badge-Darstellung für `fresh/stale/missing`\n - visuelle Cards/Charts für Crypto-/Wallet-Verteilung\n - kontrollierte Action-Flows mit Review-Zusammenfassung vor Speichern\n- Admin-/Review-Bereich ist weiter funktionsfähig, aber noch nicht ästhetisch entstaubt. Der Maschinenraum bleibt also ein Maschinenraum — nur jetzt mit Türschild.",
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"text": "Sir, UI/UX-Refactor des Finance-Dashboards ist abgeschlossen, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Commit:** `8e50598` — `Refactor dashboard user mode UX`\n- **Push:** erfolgreich nach `origin/main`\n- **Tests:** `217 passed`\n- **Compile:** OK\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Keine echten Daten ins Git-Repo geschrieben**\n- **Keine neuen Imports ausgeführt**\n- **Keine Live-API-Abfragen beim Dashboard-Rendern eingebaut**\n- **Runtime-DB vor ETF-Status-Update gesichert**\n\n## Verbesserte Seiten\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Equities/ETFs**\n- **Crypto Manage**\n- **Sidebar / Dashboard Navigation**\n\n## 1. User Mode vs Admin Mode\n\nDie Sidebar ist jetzt konzeptionell getrennt:\n\n### User Mode / Alltag\n\n- Command Center\n- Portfolio\n- Crypto\n- Wallets\n- Equities/ETFs\n- Watchlist\n- Reports\n\n### Admin / Review / Debug\n\n- Ledger\n- Audit\n- Alerts\n- Data Quality\n- Import Wizard\n- Settings\n- Crypto Manage\n- Equity/ETF Manage\n- Manual Review Queue\n\nTechnische IDs und Rohdaten sind im User Mode standardmäßig ausgeblendet.\n\n## 2. Technische Felder im User Mode ausgeblendet\n\nIm User Mode werden u.a. nicht mehr prominent angezeigt:\n\n- `asset_id`\n- `wallet_id`\n- `instrument_id`\n- `dedup_key`\n- `candidate_count`\n- `provider_symbol_status`\n- technische Provider-Felder\n- Roh-/Review-Felder\n- interne Source IDs\n\nDiese Informationen bleiben in Admin-/Review-/Data-Quality-Bereichen verfügbar. Also: weniger Maschinenraum im Salon. Sehr zivilisiert.\n\n## 3. Crypto Summary Cards vorhanden\n\nDie Crypto-Seite zeigt jetzt oben Summary Cards:\n\n- Crypto Gesamtwert CHF\n- Anzahl Coins\n- Wallets mit Bestand\n- Coins ohne Preis\n- Anzahl Holdings\n- letztes Preisupdate\n- Data-Quality-Status\n- stale Preise\n\nDazu Buttons:\n\n- Preise aktualisieren\n- Crypto-Report erzeugen\n- Coin hinzufügen\n- Wallet verwalten\n\nDie Buttons sind bewusst als UI-Einstieg vorbereitet; keine stillen Live-API-Calls beim Reload.\n\n## 4. Coin-Aggregation über Wallets funktioniert\n\nDie Coin-Tabelle ist jetzt aggregiert nach Coin.\n\nBeispiel-Logik ist getestet:\n\n- ETH in zwei Wallets wird als **eine aggregierte ETH-Zeile** angezeigt.\n- Gesamtmenge wird korrekt aggregiert.\n- Wallet-Anzahl wird angezeigt.\n- Marktwert CHF wird aus lokalem Preis-Cache berechnet.\n- Portfolio-Anteil wird berechnet.\n- Preisstatus wird angezeigt.\n- Sortierung nach Wert absteigend.\n\nUser-Mode-Spalten:\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\nWenn Preise fehlen, wird nicht still mit 0 bewertet, sondern als **nicht bewertet** markiert.\n\n## 5. Coin-Details / Drilldown\n\nCrypto-Seite enthält jetzt einen Coin-Drilldown nach Wallet.\n\nAngezeigt werden:\n\n- Wallet\n- Wallet-Typ\n- Menge\n- Wert CHF\n- Anteil am Coin\n- letzter Verification-Zeitpunkt\n- Notiz\n- Aktionen\n\nAktionen als UI-Pfade:\n\n- Korrigieren\n- Transfer\n- Entfernen / auf 0 setzen\n- Audit anzeigen\n\n## 6. Wallet-Management verbessert\n\nWallet-Seite zeigt jetzt Summary Cards:\n\n- Anzahl Wallets\n- Gesamtwert Wallets\n- Wallets mit fehlender Verifikation\n\nPro Wallet wird angezeigt:\n\n- Wallet-Name\n- Wallet-Typ\n- Provider\n- Gesamtwert CHF\n- Anzahl Coins\n- letzter Verify-Zeitpunkt\n- Status active/inactive\n- Aktionen\n\nDetailansicht pro Wallet:\n\n- Coins in diesem Wallet\n- Menge je Coin\n- Wert je Coin\n- Preisstatus\n- Aktionen\n\n## 7. Neues Wallet\n\nWallet-Seite enthält jetzt eine klare Funktion:\n\n**Neues Wallet eröffnen**\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\nErstellung läuft über bestehende Domain-API und schreibt Audit-Log.\n\n## 8. Crypto Manage praxisnäher\n\nDie Crypto Manage UI wurde auf klare Aktionen umgestellt:\n\n- Coin hinzufügen\n- Bestand korrigieren\n- Transfer\n- Coin entfernen / Bestand auf 0 setzen\n- Neues Wallet\n- Verlauf / Audit\n\nWichtig:\n\n- Korrektur überschreibt Holding nicht direkt.\n- Korrektur wird als `manual_adjustment` gespeichert.\n- Entfernen löscht nichts, sondern setzt Bestand auditierbar auf 0.\n- Transfer nutzt den Transfer-Workflow und schreibt Audit.\n- Notizen/Bestätigung sind bei riskanten Operationen integriert.\n\n## 9. ETF-Status übernommen\n\nBestehende fachlich bestätigte ETF-Mappings in der Runtime-DB wurden markiert:\n\n- bestätigte ETF-Mappings: `3`\n- Mapping-Status: `user_confirmed`\n- Audit-Logs für ETF-Bestätigung: `3`\n- aktive Mapping-Alerts für:\n - `missing_provider_symbol`\n - `ambiguous_provider_mapping`\n - `candidate_review_required`\n\nstehen jetzt aggregiert bei: `0`\n\nDamit sollten VTI und die anderen bestätigten ETFs in der normalen Equity/ETF-Übersicht nicht mehr unnötig als ungeklärte Provider-Symbol-Probleme erscheinen.\n\nEs gibt weiterhin technische `missing_provider_symbol`-Rows für Mock-/Platzhalter-Mappings in der Runtime-DB, aber diese sind nicht mehr als aktive prominente Review-Alerts in der normalen Ansicht sichtbar. Admin/Data-Quality kann technische Details weiterhin zeigen.\n\n## 10. Tests ergänzt\n\nNeue/erweiterte Testabdeckung:\n\n- Crypto Summary Cards berechnen Gesamtwert CHF korrekt.\n- Coin-Tabelle aggregiert gleiche Coins über mehrere Wallets.\n- Zwei ETH-Wallets 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 liefern.\n- Command Center Summary enthält User-Overview-Felder.\n- Dashboard rendert ohne Live-API.\n- Decimal-Mengen bleiben ohne wissenschaftliche Notation.\n- Transfer zwischen Wallets über Manage Helper ist auditierbar.\n- Bestehende Add/Korrektur/Remove-Tests bleiben grün.\n- Git-Safety bleibt sauber.\n\n## Validierung\n\nAusgeführt:\n\n```text\nPYTHONPATH=src python -m compileall -q src tests\nPYTHONPATH=src pytest -q\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\ngit diff --check\n```\n\nErgebnis:\n\n```text\n217 passed\nGIT_SAFETY_OK\n```\n\n## Offene Risiken / nächste sinnvolle UI-Schritte\n\n- Die Buttons „Preise aktualisieren“ und „Report erzeugen“ sind aktuell UI-Einstiege, aber noch nicht vollständig als sichere Streamlit-Actions verdrahtet.\n- Für User Mode wäre als nächstes sinnvoll:\n - bessere Badge-Darstellung für `fresh/stale/missing`\n - visuelle Cards/Charts für Crypto-/Wallet-Verteilung\n - kontrollierte Action-Flows mit Review-Zusammenfassung vor Speichern\n- Admin-/Review-Bereich ist weiter funktionsfähig, aber noch nicht ästhetisch entstaubt. Der Maschinenraum bleibt also ein Maschinenraum — nur jetzt mit Türschild."
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"phase": "final_answer"
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