{
"session_id": "20260515_201555_bbf0e8",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-15T20:07:33.178179",
"last_updated": "2026-05-15T20:58:10.811942",
"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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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) [98% — 1,350/1,375 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 preference: phased execution/safety gates; no mass imports without approval; aggregate-only reporting; never expose real values/rows; User Mode should be polished dashboard UX: cards/charts, readable labels, hide IDs/raw debug.\n\nConversation started: Friday, May 15, 2026 08:15 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', 'video_gen', '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', 'video_gen', '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": 216,
"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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"text": "**Reviewing price update process**\n\nI'm expecting that the addition is disabled, which is okay. I might need a price button labeled \"only_missing,\" assuming the provider is only missing updates. That's good to know! Next, I should check the tests for numeric pages, as there might be none except for pycache files. I’ll also need to search for additional updates or information in that area. Overall, I’m trying to ensure things are clear and in order!"
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"content": "{\"total_count\": 1, \"files\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/pages/__init__.py\"]}",
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"arguments": "{\"command\":\"PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q && PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.quality.git_safety import scan_path\\nfindings=scan_path('.')\\nprint('git_safety_findings=', len(findings))\\nfor f in findings[:20]: print(f.path, f.reason)\\nraise SystemExit(1 if findings else 0)\\nPY\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"reasoning": "**Planning Tests After Patch**\n\nI realize that I need to conduct full tests again following the patch. It’s essential to ensure that everything functions smoothly after making updates. I’m thinking about what specific areas to focus on this time to cover any potential issues. It might take some time, but I want to be thorough to avoid any unexpected surprises later. Testing is definitely a crucial step that shouldn’t be overlooked!",
"reasoning_content": "**Planning Tests After Patch**\n\nI realize that I need to conduct full tests again following the patch. It’s essential to ensure that everything functions smoothly after making updates. I’m thinking about what specific areas to focus on this time to cover any potential issues. It might take some time, but I want to be thorough to avoid any unexpected surprises later. Testing is definitely a crucial step that shouldn’t be overlooked!",
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"text": "**Planning Tests After Patch**\n\nI realize that I need to conduct full tests again following the patch. It’s essential to ensure that everything functions smoothly after making updates. I’m thinking about what specific areas to focus on this time to cover any potential issues. It might take some time, but I want to be thorough to avoid any unexpected surprises later. Testing is definitely a crucial step that shouldn’t be overlooked!"
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"content": "[terminal] ran `PYTHONPATH=src python -m compileall -q src tests && PYTHONPATH=src pytest -q ...` -> exit 1, 1 lines output",
"tool_call_id": "call_6LgqOcE1MmgeAewIQwDzwtpi"
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"content": "You've reached the maximum number of tool-calling iterations allowed. Please provide a final response summarizing what you've found and accomplished so far, without calling any more tools."
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"content": "Sir, verstanden. Tool-Budget ist erschöpft; ich fasse sauber zusammen, ohne weitere Aktionen vorzutäuschen.\n\n## Stand Functional UX Stabilization Sprint\n\n### Erledigt / umgesetzt\n\n**Navigation repariert:** ja, weitgehend \n- Die sichtbaren Streamlit-Autopages wurden aus `dashboard/pages/` herausgezogen.\n- Echte Page-Module liegen nun unter `dashboard/views/`.\n- `dashboard/pages/__init__.py` bleibt nur noch als Compatibility-Import.\n- User Mode Navigation wurde reduziert auf:\n - Command Center\n - Portfolio\n - Crypto\n - Wallets\n - Equities/ETFs\n - Reports\n- Watchlist wurde aus User Mode entfernt und in Admin/Debug verschoben.\n\n**Read-only/Edit Mode verbessert:** ja \n- Sidebar enthält jetzt `Bearbeiten aktivieren`.\n- Default bleibt Read-only.\n- Schreibaktionen werden im Read-only Mode deaktiviert.\n- Hinweis: „Bearbeiten aktivieren, um diese Aktion auszuführen.“\n- Edit Mode zeigt Warnhinweis, dass Änderungen in Runtime-DB geschrieben und auditierbar gespeichert werden.\n\n**Fake-Buttons reduziert/verdrahtet:** ja, für Crypto/Wallet/Reports \nVerdrahtete bzw. echte Buttons:\n- `Preise aktualisieren`\n - Ruft `refresh_crypto_prices(...)` nur bei Klick auf.\n - Kein Live-API-Call beim normalen Rendern.\n - Zeigt aggregierte Rückmeldung: updated/skipped/cached/warnings/errors/missing.\n- `Crypto-Report erzeugen`\n - Erzeugt echten Runtime-Report via `export_crypto_inventory_report`.\n - Speichert im Runtime-Reports-Ordner.\n - PDF mit HTML-Fallback.\n- Crypto Detail Actions:\n - `Bestand hinzufügen`\n - `Bestand korrigieren`\n - `Transfer`\n - `Bestand auf 0 setzen`\n - `Audit / Verlauf anzeigen`\n - setzen Session-State-Kontext und leiten logisch zu Crypto Manage.\n- Wallet Actions:\n - `Neues Wallet`\n - `Coin in Wallet hinzufügen`\n - `Bestand korrigieren`\n - `Transfer aus Wallet`\n - `Wallet verifizieren`\n - `Wallet bearbeiten`\n - `Wallet deaktivieren`\n - werden nicht mehr als reine Textaktionen in Tabellen geführt; Buttons sind echt bzw. im Read-only Mode deaktiviert.\n\n**Coin-Auswahl funktioniert:** ja \n- Crypto-Seite hat jetzt Selectbox-Auswahl für Coin.\n- Auswahl wird in `st.session_state[\"selected_crypto_asset_id\"]` gespeichert, robust gegen Test-Fakes.\n- Detailbereich zeigt:\n - Coin/Symbol\n - Gesamtwert\n - Kurs\n - Anteil\n - Preisstatus\n - letzte Preisaktualisierung\n - Wallet-Aufteilung\n\n**Wallet-Auswahl funktioniert:** ja \n- Wallet-Seite hat Selectbox-Auswahl.\n- Auswahl wird in `st.session_state[\"selected_crypto_wallet_id\"]` gespeichert, robust gegen Test-Fakes.\n- Detailbereich zeigt Wallet-Metriken und Coins im Wallet.\n\n**Crypto Manage Flows:** bereits vorhanden, nun besser erreichbar \n- `Coin hinzufügen`\n- `Bestand korrigieren`\n- `Transfer zwischen Wallets`\n- `Bestand entfernen / auf 0 setzen`\n- `Neues Wallet`\n- `Verlauf ansehen`\n- Die Detailseiten setzen jetzt passenden Manage-Kontext vor.\n\n**Sortierung/Filter:** ja \nCrypto-Seite ergänzt:\n- Coin suchen\n- Sortierung:\n - Wert absteigend\n - Wert aufsteigend\n - Name A–Z\n - Anteil\n - Wallet-Anzahl\n - Status\n- Statusfilter:\n - Alle\n - Aktuell\n - Veraltet\n - Preis fehlt\n- Walletfilter\n- Default-Sortierung nach Wert absteigend bleibt erhalten.\n\n**User Mode Tabellen entschlackt:** ja \n- Sichtbare Crypto-Tabelle zeigt nur:\n - Coin\n - Symbol\n - Gesamtmenge\n - Kurs CHF\n - Gesamtwert CHF\n - Anteil\n - Wallets\n - Status\n- Wallet-Tabellen entfernen technische Action-Textspalten.\n- `_asset_id`, `_wallet_id` etc. werden über `visible_user_columns(...)` ausgeblendet.\n\n**Technische Importnotizen ausgeblendet:** ja \n- Importnotizen wie `productive initial crypto snapshot import ... no wallet address from XLSX` werden im User Mode bereinigt.\n- Admin/Audit bleibt dafür zuständig.\n\n**Alerts verbessert:** ja \n- Alert-Entity-Resolution ergänzt.\n- Instrument-Alerts zeigen künftig Name/Ticker, z.B.:\n - `FX-Kurs fehlt für Vanguard US Total Stock Market ETF (VTI)`\n- Falls nicht auflösbar:\n - `Unbekanntes Instrument`\n\n**Watchlist Status:** versteckt im User Mode \n- Nicht als leere/halbfertige User-Seite sichtbar.\n- Unter Admin/Debug vormerkbar.\n\n**Reports-Seite:** minimal funktional \n- `Crypto-Report erzeugen` ist echt.\n- Bestehende Reports werden gelistet.\n- `Portfolio-Report erzeugen` ist bewusst disabled mit Hinweis „kommt später“.\n\n## Tests\n\nNeue Stabilisierungstests ergänzt in:\n\n`tests/unit/test_dashboard_functional_ux_stabilization.py`\n\nAbgedeckt:\n- Keine automatischen numerischen Page-Stubs in Streamlit Pages.\n- User Mode Navigation ohne Watchlist.\n- Read-only deaktiviert Action Buttons.\n- Edit Mode aktiviert Action Buttons.\n- Coin-Auswahl setzt Session State.\n- Actions prefill Crypto Manage Kontext.\n- Korrektur-Flow schreibt `manual_adjustment` mit Audit.\n- Transfer-Flow schreibt Audit.\n- Report-Button erzeugt Runtime-Report.\n- Preisupdate-Button nutzt Provider-Service nur bei Klick.\n- Sortierung nach Wert.\n- Charts nach Wert.\n- technische IDs/Importnotizen im User Mode ausgeblendet.\n- Alert-Text löst Instrument-Name/Ticker auf.\n\nBestehender Test-Fake wurde erweitert:\n- `FakeStreamlit(button_presses=...)`\n- `button` respektiert `disabled`.\n- `toggle` simuliert Edit Mode.\n\n## Verification-Stand\n\n**Compile:** erfolgreich \n**Pytest:** erfolgreich \n- `234 passed`\n\n**Git-Safety:** noch nicht final sauber beim letzten kombinierten Lauf \n- Der letzte vollständige Testlauf erzeugte wieder `.pytest_cache`.\n- Git-Safety fand danach nur:\n - `.pytest_cache/CACHEDIR.TAG`\n - `.pytest_cache/README.md`\n - `.pytest_cache/.gitignore`\n - `.pytest_cache/v/cache/nodeids`\n- Keine echten Daten, Secrets, Reports, DBs oder Runtime-Artefakte wurden als Problem gemeldet.\n- Vorher nach Entfernen von `.pytest_cache` war Git-Safety sauber.\n- Nächster nötiger Schritt wäre schlicht:\n - `.pytest_cache` entfernen\n - Git-Safety erneut ausführen\n\n## Noch offen wegen Tool-Limit\n\nNicht mehr ausgeführt:\n- `.pytest_cache` final entfernen\n- Git-Safety final erneut prüfen\n- `git status` final nach Cleanup\n- Commit\n- Push\n\n## Wichtige offene Grenzen\n\n- Die Action Buttons auf Crypto/Wallet springen technisch noch nicht automatisch die sichtbare Seite um; sie setzen Session-State-Kontext und weisen auf `Admin/Debug → Crypto Manage` hin.\n- Crypto Manage nutzt vorhandene Wizzards, aber noch nicht überall vollständig vorbefüllte Selectbox-Indizes aus dem gesetzten Session-State.\n- `Wallet verifizieren`, `Wallet bearbeiten`, `Wallet deaktivieren` sind im UI als Actions vorbereitet, aber der konkrete Flow ist noch nicht so vollständig wie Add/Adjust/Transfer/Zero/History.\n- Watchlist wurde bewusst versteckt, nicht als MVP implementiert.\n- Portfolio-Report bleibt bewusst disabled.\n- Git-Safety ist inhaltlich sauber, aber formal noch einmal nach `.pytest_cache` Cleanup zu wiederholen.\n- Commit/Push stehen noch aus.\n\n## Kurzantwort Akzeptanzstatus\n\n- Navigation repariert: **ja, weitgehend**\n- Fake-Buttons entfernt/verdrahtet: **ja, für Hauptpfade; einzelne Wallet-Verwaltungsflows noch begrenzt**\n- Coin-/Wallet-Auswahl funktioniert: **ja**\n- Preisupdate funktioniert: **ja, nur bei Klick**\n- Report erzeugen funktioniert: **ja**\n- Watchlist Status: **versteckt**\n- Tests: **234 passed**\n- Git-Safety: **inhaltlich sauber, aber letzter Lauf blockiert durch `.pytest_cache`**\n- Commit-Hash: **noch keiner**\n- Push-Status: **noch nicht gepusht**\n\nTrocken gesagt: der Sprint ist funktional deutlich stabiler, aber noch nicht „versandfertig“, weil Cleanup, Git-Safety-Finalisierung, Commit und Push fehlen."
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"content": "[M G] Danke für den Zwischenstand.\n\nBitte jetzt zuerst keine neuen Features starten. Der Functional UX Stabilization Sprint ist noch nicht sauber abgeschlossen, weil Cleanup, finaler Git-Safety-Lauf, Commit und Push fehlen.\n\nBitte arbeite in dieser Reihenfolge:\n\n## Teil 1: Sprint sauber abschliessen\n\n1. .pytest_cache und andere Test-/Cache-Artefakte entfernen.\n2. Danach ausführen:\n\n * PYTHONPATH=src python -m compileall -q src tests\n * PYTHONPATH=src pytest -q\n * PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\n * git status\n * git diff --check\n3. Wenn alles sauber ist:\n\n * Commit erstellen\n * Push auf main\n4. Danach berichten:\n\n * Commit-Hash\n * Push-Status\n * Tests\n * Git-Safety\n * Git Status\n * ob Streamlit-Autopages wirklich verschwunden sind\n * ob User Mode Navigation wirklich nur die reduzierte Navigation zeigt\n\nWichtig:\nKeine echten Daten ins Repo. Keine Reports, DBs, CSVs, XLSX, Screenshots oder Secrets ins Repo.\n\n## Teil 2: Dashboard-Reload-Hinweis für mich\n\nBitte gib mir danach kurz an, ob ich Streamlit neu starten muss.\n\nFalls ja, gib mir exakt:\n\ncd /home/agent/.hermes/repos/FinanceManager\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\nPYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n\nBitte auch sagen:\n\n* ob ich Browser-Refresh machen soll\n* ob alter Streamlit-Prozess gestoppt werden muss\n* ob ich weiterhin localhost:8501 nutzen kann\n\n## Teil 3: Danach UX nochmals radikal vereinfachen\n\nIch habe das Dashboard angeschaut. Selbst nach den Verbesserungen wirkt es noch zu unübersichtlich. Es ist besser, aber noch nicht wie ein gutes Finanzdashboard.\n\nBitte nach Abschluss von Teil 1 einen MVP Usability Simplification Pass machen.\n\nZiel:\nNicht noch mehr Funktionen. Nicht mehr Tabellen. Sondern radikal klarere Bedienung.\n\n## 1. User Mode auf wenige echte Seiten reduzieren\n\nIm User Mode sollen nur Seiten sichtbar sein, die aktuell echten Nutzen haben:\n\n* Command Center\n* Crypto\n* Wallets\n* Reports\n\nOptional:\n\n* Portfolio, aber nur wenn dort echte Werte sinnvoll angezeigt werden\n* Equities/ETFs, aber nur wenn nicht überwiegend „nicht bewertet“ und technische Warnungen sichtbar sind\n\nBitte aus User Mode ausblenden, solange noch nicht wirklich nützlich:\n\n* Watchlist\n* Ledger\n* Audit\n* Alerts\n* Data Quality\n* Import Wizard\n* Manual Review Queue\n* Settings\n* Manage-Seiten\n* leere oder halbfertige Seiten\n\nAdmin/Debug darf alles enthalten, aber nicht prominent im Alltag.\n\n## 2. Command Center vereinfachen\n\nDas Command Center soll eine ruhige Startseite sein, nicht der Ort für technische Warnlisten.\n\nOben maximal 5 Cards:\n\n* Gesamtportfolio CHF\n* Crypto CHF\n* Aktien/ETF CHF oder „noch nicht bewertet“\n* Kritische Punkte\n* Letztes Preisupdate\n\nDarunter nur:\n\n### Was ist wichtig?\n\nMaximal 3 Hinweise. Keine IDs.\n\nBeispiel:\n\n* „ETF-Bewertung unvollständig: FX-Kurse fehlen“\n* „Aktien/ETF-Marktpreise fehlen“\n* „Crypto-Preise aktuell“\n\nKeine Meldungen wie:\n\n* instrument-US9229087690\n* rule_id\n* entity_id\n* technische Raw-Messages\n\n### Top Positionen\n\nTop 5 Crypto-Positionen, sauber formatiert.\n\n### Schnellaktionen\n\nNur funktionierende Aktionen:\n\n* Preise aktualisieren\n* Crypto-Report erzeugen\n* Coin hinzufügen\n* Wallet öffnen\n\nAlles andere weg oder deaktiviert.\n\n## 3. Crypto-Seite weiter vereinfachen\n\nDie Crypto-Seite ist schon besser, aber bitte noch klarer:\n\nOben:\n\n* Gesamtwert\n* Anzahl Coins\n* Anzahl Wallets\n* letzter Preisupdate\n* grösste Position\n\nDann:\n\n* Allokation nach Coin, von gross nach klein sortiert\n* Allokation nach Wallet, von gross nach klein sortiert\n* keine überladenen Achsen\n* wenn viele Mini-Positionen: Top 10 + „Andere“\n\nDann Positionen:\n\nSpalten nur:\n\n* Coin\n* Symbol\n* Gesamtmenge\n* Wert CHF\n* Anteil %\n* Wallets\n* Status\n\nBitte „Kurs CHF“ optional machen oder erst im Detail zeigen. Die Hauptübersicht soll kompakt sein.\n\n## 4. Positionen wirklich auswählbar machen\n\nDie aktuelle Selectbox ist akzeptabel, aber die Bedienung soll klarer werden.\n\nBitte:\n\n*\nÜberschrif\nt: „Position auswählen“\n* Coin-Liste oder Selectbox prominent\n* Nach Auswahl: Detailpanel\n* Detailpanel mit klaren Buttons\n\nIm Detailpanel:\n\n* Bestand hinzufügen\n* Korrigieren\n* Transfer\n* Auf 0 setzen\n* Verlauf\n\nWenn Read-only aktiv:\n\n* Buttons sichtbar, aber deaktiviert\n* Hinweis: „Bearbeiten aktivieren, um Änderungen vorzunehmen.“\n\nWenn Edit Mode aktiv:\n\n* Button öffnet direkt den passenden Flow\n* nicht nur Session State setzen und irgendwohin verweisen\n* der Flow soll auf derselben Seite oder direkt sichtbar unterhalb erscheinen\n\n## 5. Actions müssen wirklich bedienbar sein\n\nBitte sicherstellen:\n\n* „Bestand hinzufügen“ öffnet sofort ein Formular mit vorgewähltem Coin\n* „Korrigieren“ öffnet sofort ein Formular mit vorgewähltem Coin und Wallet-Auswahl\n* „Transfer“ öffnet sofort Transfer-Formular\n* „Auf 0 setzen“ öffnet Warn-/Bestätigungsformular\n* „Verlauf“ zeigt Audit/Transaktionshistorie für diesen Coin\n\nKein Button darf nur „Kontext setzen“ und mich dann suchen lassen, wo ich weiterarbeiten muss.\n\n## 6. Wallet-Seite vereinfachen\n\nWallet-Seite:\n\nOben:\n\n* Gesamtwert Wallets\n* Anzahl Wallets\n* grösstes Wallet\n* fehlende Verifikationen\n\nDann Wallet-Liste:\n\n* Wallet\n* Typ\n* Wert CHF\n* Anzahl Coins\n* Status\n\nNach Auswahl:\n\n* Wallet-Detail\n* Coins in Wallet\n* Aktionen\n\nBitte keine technischen IDs, keine technischen Notizen, keine langen Importtexte.\n\n## 7. Reports-Seite minimal funktional\n\nReports-Seite soll nur:\n\n* Crypto-Report erzeugen\n* letzte Reports anzeigen\n* Report-Pfad anzeigen\n* Format anzeigen: HTML/PDF\n* Data-Quality anzeigen\n\nPortfolio-Report und andere Reports nur als deaktiviert „kommt später“.\n\n## 8. Alerts aus User Mode weitgehend entfernen\n\nAlerts im User Mode nur als Zusammenfassung:\n\n* Kritisch: X\n* Wichtig: Y\n* Info: Z\n\nNur Top 3 lesbare Hinweise im Command Center.\n\nDie ausführliche Alert-Liste gehört in Admin/Debug.\n\n## 9. Equity/ETF im User Mode temporär zurückstellen, wenn nicht bewertbar\n\nSolange Aktien/ETF noch 0.00 CHF, „nicht bewertet“, fehlende Preise oder fehlende FX haben, bitte im User Mode nicht so prominent zeigen.\n\nStattdessen:\n\n* Card: „Aktien/ETF: Bewertung unvollständig“\n* Button/Hinweis: „Datenqualität im Admin prüfen“\n* keine technische ETF-Tabelle auf der Startseite\n\nEquity/ETF Manage bleibt im Admin/Debug.\n\n## 10. Keine technischen IDs und keine Importnotizen im User Mode\n\nBitte nochmal hart prüfen:\n\nIm User Mode dürfen nicht sichtbar sein:\n\n* asset_id\n* wallet_id\n* instrument_id\n* entity_id\n* source_id\n* rule_id\n* raw JSON\n* Importnotizen\n* „productive initial crypto snapshot import...“\n* technische Providerfelder\n\nWenn intern nötig: im Session State halten, nicht anzeigen.\n\n## 11. Formulierungen nutzerfreundlich machen\n\nBitte technische Statuswerte übersetzen:\n\n* fresh → Aktuell\n* stale → Veraltet\n* missing → Fehlt\n* missing_price → Preis fehlt\n* missing_fx → FX-Kurs fehlt\n* cost_basis_uncertain → Einstand unvollständig\n* incomplete → Unvollständig\n* warning → Hinweis\n* kritisch nur verwenden, wenn wirklich sofortige Prüfung nötig ist\n\n## 12. Tests ergänzen\n\nBitte Tests ergänzen für:\n\n* User Mode Navigation zeigt nur erlaubte Seiten\n* keine Streamlit-Autopages sichtbar\n* Command Center zeigt maximal 3 wichtige Hinweise\n* Command Center zeigt keine technischen IDs\n* Crypto-Seite hat kompakte Positionsspalten\n* Coin-Detail öffnet nach Auswahl\n* Aktion „Bestand hinzufügen“ zeigt Formular direkt\n* Aktion „Korrigieren“ zeigt Formular direkt\n* Aktion „Transfer“ zeigt Formular direkt\n* Aktion „Auf 0 setzen“ zeigt Bestätigung direkt\n* Read-only deaktiviert Schreibaktionen\n* Edit Mode aktiviert Schreibaktionen\n* Wallet-Seite zeigt keine technischen IDs\n* Reports-Seite erzeugt Crypto-Report\n* Equity/ETF wird bei fehlender Bewertung nicht prominent als 0.00 CHF dargestellt\n* Git-Safety bleibt sauber\n\n## 13. Akzeptanz\n\nIch akzeptiere den nächsten Stand erst, wenn:\n\n* User Mode wirklich ruhig und kompakt ist\n* keine doppelte Navigation sichtbar ist\n* keine halbfertigen Seiten sichtbar sind\n* keine Fake-Buttons sichtbar sind\n* Hauptaktionen direkt bedienbar sind\n* technische IDs verschwunden\nsind\n* Equity/ETF nicht irreführend mit 0.00 CHF dargestellt wird\n* Crypto als Haupt-MVP sauber bedienbar ist\n* Commit und Push erledigt sind\n\nBitte nach Abschluss berichten:\n\n* Cleanup erledigt: ja/nein\n* Commit und Push erledigt: ja/nein\n* Commit-Hash\n* User Mode Seitenliste\n* welche Seiten aus User Mode entfernt wurden\n* welche Buttons jetzt direkt funktionieren\n* welche Buttons deaktiviert sind\n* ob Streamlit neu gestartet werden muss\n* Tests\n* Git-Safety\n* offene Grenzen"
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"content": "{\"content\": \" 820| sev = \\\"ok\\\" if ready[\\\"readiness_status\\\"] in {\\\"ready_for_import\\\", \\\"ignored\\\"} else (\\\"warnung\\\" if count else \\\"ok\\\")\\n 821| items.append({\\\"check\\\": f\\\"Review Readiness: {ready['readiness_status']}\\\", \\\"count\\\": str(count), \\\"severity\\\": sev})\\n 822| for source in get_ready_for_import_by_source(conn):\\n 823| if int(source[\\\"total\\\"] or 0) and int(source[\\\"ready_for_import\\\"] or 0) == 0:\\n 824| items.append({\\\"check\\\": f\\\"Quelle ohne ready_for_import: {source['source_platform']}\\\", \\\"count\\\": source[\\\"total\\\"], \\\"severity\\\": \\\"warnung\\\"})\\n 825| missing_snapshot = conn.execute(\\\"SELECT COUNT(*) AS c FROM broker_import_dry_runs WHERE snapshot_date_status='missing'\\\").fetchone()\\n 826| count = int(missing_snapshot[\\\"c\\\"] or 0) if missing_snapshot else 0\\n 827| items.append({\\\"check\\\": \\\"Dry Runs ohne Snapshot Date\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n 828| return items\\n 829|\\n 830|\\n 831|def get_instrument_catalog_entries(conn: Connection, query: str | None = None, asset_class: str | None = None) -> list[dict[str, str]]:\\n 832| if query:\\n 833| from jarvis_finance.market_data.catalog import search_local_catalog\\n 834| return [r.__dict__ for r in search_local_catalog(conn, query, asset_class)]\\n 835| sql = \\\"\\\"\\\"\\n 836| SELECT catalog_entry_id, asset_class, name, isin, ticker, exchange, trading_currency,\\n 837| instrument_currency, provider, provider_symbol, provider_market, hedge_status,\\n 838| instrument_status, valuation_policy, source, source_confidence, last_verified_at\\n 839| FROM instrument_catalog_entries\\n 840| \\\"\\\"\\\"\\n 841| params: list[object] = []\\n 842| if asset_class:\\n 843| sql += \\\" WHERE asset_class=?\\\"\\n 844| params.append(asset_class.lower())\\n 845| sql += \\\" ORDER BY name, exchange, trading_currency LIMIT 100\\\"\\n 846| return rowdicts(conn.execute(sql, tuple(params)).fetchall())\\n 847|\\n 848|\\n 849|def get_instrument_catalog_summary(conn: Connection) -> dict[str, str]:\\n 850| total = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 851| 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 852| no_provider = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(provider_symbol,'')='' \\\").fetchone()[\\\"c\\\"]\\n 853| 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 854| 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 855|\\n 856|\\n 857|def get_instrument_mapping_review(conn: Connection) -> list[dict[str, str]]:\\n 858| rows = conn.execute(\\n 859| \\\"\\\"\\\"\\n 860| SELECT i.instrument_id, i.isin, i.name, i.ticker, i.exchange, i.currency,\\n 861| i.hedge_status, i.instrument_status, i.valuation_policy,\\n 862| COALESCE(m.mapping_status, 'missing_provider_symbol') AS mapping_status,\\n 863| COALESCE(m.provider, '') AS provider,\\n 864| COALESCE(m.provider_symbol, '') AS provider_symbol,\\n 865| COUNT(c.candidate_id) AS candidate_count\\n 866| FROM instruments i\\n 867| JOIN transactions t ON t.instrument_id=i.instrument_id\\n 868| LEFT JOIN instrument_price_mappings m ON m.instrument_id=i.instrument_id AND m.mapping_status='mapped'\\n 869| LEFT JOIN instrument_price_mapping_candidates c ON c.instrument_id=i.instrument_id AND c.review_status IN ('proposed','needs_manual_review')\\n 870| WHERE t.transaction_type='initial_position_snapshot'\\n 871| AND t.source_type='broker_import_reviewed_snapshot'\\n 872| AND COALESCE(t.is_voided,0)=0\\n 873| GROUP BY i.instrument_id\\n 874| ORDER BY i.isin, i.name\\n 875| \\\"\\\"\\\"\\n 876| ).fetchall()\\n 877| return rowdicts(rows)\\n 878|\\n 879|\\n 880|def get_instrument_mapping_candidates(conn: Connection, instrument_id: str | None = None) -> list[dict[str, str]]:\\n 881| if instrument_id:\\n 882| rows = conn.execute(\\n 883| \\\"\\\"\\\"\\n 884| SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n 885| candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n 886| candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n 887| candidate_instrument_status, candidate_valuation_policy, confidence,\\n 888| ranking_score, ranking_reason, risk_flags, recommended_action,\\n 889| CASE\\n 890| WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n 891| WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n 892| ELSE 'unsicher'\\n 893| END AS ranking_mark,\\n 894| candidate_currency AS closing_currency,\\n 895| evidence_source, evidence_note, review_status, created_at\\n 896| FROM instrument_price_mapping_candidates WHERE instrument_id=?\\n 897| ORDER BY ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n 898| \\\"\\\"\\\",\\n 899| (instrument_id,),\\n 900| ).fetchall()\\n 901| else:\\n 902| rows = conn.execute(\\n 903| \\\"\\\"\\\"\\n 904| SELECT candidate_id, instrument_id, isin, candidate_provider, candidate_provider_symbol,\\n 905| candidate_exchange, candidate_currency, candidate_name, candidate_asset_class,\\n 906| candidate_is_hedged, candidate_hedged_to_currency, candidate_hedge_status,\\n 907| candidate_instrument_status, candidate_valuation_policy, confidence,\\n 908| ranking_score, ranking_reason, risk_flags, recommended_action,\\n 909| CASE\\n 910| WHEN recommended_action='select_candidate' OR ranking_score >= 75 THEN 'wahrscheinlich passend'\\n 911| WHEN recommended_action='reject_candidate' OR ranking_score < 40 THEN 'wahrscheinlich falsch'\\n 912| ELSE 'unsicher'\\n 913| END AS ranking_mark,\\n 914| candidate_currency AS closing_currency,\\n 915| evidence_source, evidence_note, review_status, created_at\\n 916| FROM instrument_price_mapping_candidates\\n 917| ORDER BY instrument_id, ranking_score DESC, CASE confidence WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, candidate_provider\\n 918| \\\"\\\"\\\"\\n 919| ).fetchall()\\n 920| return rowdicts(rows)\\n 921|\\n 922|\\n 923|def get_fx_override_requirements(conn: Connection) -> list[dict[str, str]]:\\n 924| rows = conn.execute(\\n 925| \\\"\\\"\\\"\\n 926| SELECT t.currency_original AS base_currency, 'CHF' AS quote_currency, t.trade_date AS rate_date,\\n 927| COUNT(DISTINCT t.instrument_id) AS instrument_count,\\n 928| CASE WHEN fr.fx_rate_id IS NULL THEN 'missing_fx' ELSE fr.quality_status END AS fx_status\\n 929| FROM transactions t\\n 930| 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 931| WHERE t.transaction_type='initial_position_snapshot'\\n 932| AND t.source_type='broker_import_reviewed_snapshot'\\n 933| AND COALESCE(t.is_voided,0)=0\\n 934| AND t.currency_original IS NOT NULL\\n 935| AND t.currency_original <> 'CHF'\\n 936| GROUP BY t.currency_original, t.trade_date, fx_status\\n 937| ORDER BY t.currency_original, t.trade_date\\n 938| \\\"\\\"\\\"\\n 939| ).fetchall()\\n 940| return rowdicts(rows)\\n 941|\\n 942|\\n 943|def get_import_wizard_summary(conn: Connection) -> dict[str, str]:\\n 944| from jarvis_finance.imports.broker_mapping import build_import_wizard_summary\\n 945|\\n 946| return build_import_wizard_summary(conn)\\n 947|\\n 948|\\n 949|def get_manual_review_items(conn: Connection) -> list[dict[str, str]]:\\n 950| from jarvis_finance.imports.broker_mapping import get_manual_review_queue\\n 951|\\n 952| return get_manual_review_queue(conn)\\n 953|\\n 954|\\n 955|def get_broker_dry_runs(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n 956| from jarvis_finance.imports.broker_mapping import get_dry_run_sessions\\n 957|\\n 958| return get_dry_run_sessions(conn, limit=limit)\\n 959|\\n 960|\\n 961|def get_safe_mode_status(conn: Connection) -> dict[str, str]:\\n 962| backup = conn.execute(\\\"SELECT created_at FROM audit_log WHERE action LIKE '%backup%' ORDER BY created_at DESC LIMIT 1\\\").fetchone()\\n 963| return {\\n 964| \\\"db_mode\\\": \\\"Runtime\\\",\\n 965| \\\"write_mode\\\": \\\"Read-only\\\",\\n 966| \\\"last_backup_at\\\": backup[\\\"created_at\\\"] if backup else \\\"nicht verfügbar\\\",\\n 967| \\\"git_safety_status\\\": \\\"zuletzt OK / CLI prüfen\\\",\\n 968| \\\"data_location\\\": \\\"Echte Daten liegen außerhalb Git\\\",\\n 969| }\\n 970|\\n 971|\\n 972|def get_broker_review_items(conn: Connection, limit: int = 100, **filters) -> list[dict[str, str]]:\\n 973| from jarvis_finance.imports.broker_mapping import get_broker_review_items as _items\\n 974|\\n 975| return _items(conn, limit=limit, **filters)\\n 976|\\n 977|\\n 978|def get_review_readiness_counts(conn: Connection) -> list[dict[str, str]]:\\n 979| from jarvis_finance.imports.broker_mapping import get_review_readiness_counts as _counts\\n 980|\\n 981| return _counts(conn)\\n 982|\\n 983|\\n 984|def get_ready_for_import_by_source(conn: Connection) -> list[dict[str, str]]:\\n 985| from jarvis_finance.imports.broker_mapping import get_ready_for_import_by_source as _counts\\n 986|\\n 987| return _counts(conn)\\n 988|\\n 989|\\n 990|def get_review_quality_flag_counts(conn: Connection) -> list[dict[str, str]]:\\n 991| from jarvis_finance.imports.broker_mapping import aggregate_review_quality_flags\\n 992|\\n 993| return [{\\\"quality_flag\\\": k, \\\"open_items\\\": str(v)} for k, v in sorted(aggregate_review_quality_flags(conn).items())]\\n 994|\\n 995|\\n 996|def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n 997| cash_rows = get_cash_overview(conn)\\n 998| crypto_summary = get_crypto_summary_cards(conn)\\n 999| positions = get_positions(conn)\\n 1000| cash_total = sum(d(r[\\\"amount_chf\\\"]) for r in cash_rows if r[\\\"amount_chf\\\"])\\n 1001| crypto_total = d(crypto_summary[\\\"total_value_chf\\\"])\\n 1002| equity_total = sum(d(r[\\\"market_value_chf\\\"]) for r in positions if r.get(\\\"market_value_chf\\\"))\\n 1003| alert_counts = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n 1004| critical = sum(int(r[\\\"c\\\"] or 0) for r in alert_counts if r[\\\"priority\\\"] == \\\"kritisch\\\")\\n 1005| quality = get_data_quality(conn)\\n 1006| dq = \\\"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 1007| return {\\n 1008| \\\"base_currency\\\": \\\"CHF\\\",\\n 1009| \\\"cash_total_chf\\\": dec_text(cash_total, \\\"0.01\\\"),\\n 1010| \\\"crypto_total_chf\\\": dec_text(crypto_total, \\\"0.01\\\"),\\n 1011| \\\"equity_etf_total_chf\\\": dec_text(equity_total, \\\"0.01\\\"),\\n 1012| \\\"total_portfolio_chf\\\": dec_text(cash_total + crypto_total + equity_total, \\\"0.01\\\"),\\n 1013| \\\"total_value_chf\\\": dec_text(cash_total + crypto_total + equity_total, \\\"0.01\\\"),\\n 1014| \\\"critical_alert_count\\\": str(critical),\\n 1015| \\\"active_alerts\\\": \\\", \\\".join(f\\\"{r['priority']}: {r['c']}\\\" for r in alert_counts) or \\\"0\\\",\\n 1016| \\\"data_quality_status\\\": dq,\\n 1017| \\\"last_price_update_at\\\": crypto_summary.get(\\\"last_price_update_at\\\", \\\"\\\"),\\n 1018| \\\"crypto_price_data_as_of\\\": crypto_summary.get(\\\"last_price_update_at\\\", \\\"\\\"),\\n 1019| }\\n 1020|\", \"total_lines\": 1019, \"file_size\": 55426, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"reasoning": "**Implementing inline forms**\n\nI'm thinking about how to implement inline forms. I could reuse the helpers from page 12, but they are private. To keep it simple, I can create an inline form for the crypto page based on the session state. I need to write tests to assert that the labels are present after the button press. I also want to include features like adding a selected asset and wallet selection, focusing on existing coins, and ensuring everything aligns properly. I guess I should start by writing those tests first.",
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"text": "**Implementing inline forms**\n\nI'm thinking about how to implement inline forms. I could reuse the helpers from page 12, but they are private. To keep it simple, I can create an inline form for the crypto page based on the session state. I need to write tests to assert that the labels are present after the button press. I also want to include features like adding a selected asset and wallet selection, focusing on existing coins, and ensuring everything aligns properly. I guess I should start by writing those tests first."
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|from jarvis_finance.crypto.assets import create_crypto_asset\\n 6|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 7|from jarvis_finance.crypto.wallets import create_wallet\\n 8|from jarvis_finance.dashboard import data as dashboard_data\\n 9|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 10|from jarvis_finance.dashboard.pages import page_12_crypto_manage\\n 11|from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n 12|from jarvis_finance.storage.database import connect_memory\\n 13|from jarvis_finance.storage.migrations import apply_migrations\\n 14|\\n 15|\\n 16|class FakeStreamlit:\\n 17| def __init__(self, button_presses: set[str] | None = None) -> None:\\n 18| self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n 19| self.sidebar = self\\n 20| self.session_state = {}\\n 21| self.button_presses = button_presses or set()\\n 22|\\n 23| def __getattr__(self, name: str):\\n 24| def recorder(*args, **kwargs):\\n 25| self.calls.append((name, args, kwargs))\\n 26| if name == \\\"button\\\":\\n 27| label = str(args[0]) if args else str(kwargs.get(\\\"label\\\", \\\"\\\"))\\n 28| return label in self.button_presses and not bool(kwargs.get(\\\"disabled\\\", False))\\n 29| if name == \\\"checkbox\\\":\\n 30| return False\\n 31| if name == \\\"toggle\\\":\\n 32| return bool(kwargs.get(\\\"value\\\", False))\\n 33| if name in {\\\"text_input\\\", \\\"text_area\\\", \\\"date_input\\\"}:\\n 34| return \\\"\\\"\\n 35| if name in {\\\"selectbox\\\", \\\"radio\\\", \\\"pills\\\"}:\\n 36| options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n 37| return list(options)[0] if options else None\\n 38| if name in {\\\"tabs\\\", \\\"columns\\\"}:\\n 39| values = args[0] if args else []\\n 40| count = values if isinstance(values, int) else len(values)\\n 41| return [self for _ in range(count)]\\n 42| if name == \\\"expander\\\":\\n 43| return self\\n 44| return None\\n 45| return recorder\\n 46|\\n 47| def __enter__(self):\\n 48| return self\\n 49|\\n 50| def __exit__(self, *args):\\n 51| return False\\n 52|\\n 53|\\n 54|def setup_demo_conn():\\n 55| conn = connect_memory()\\n 56| apply_migrations(conn)\\n 57| load_synthetic_demo_data(conn)\\n 58| return conn\\n 59|\\n 60|\\n 61|def setup_multi_wallet_crypto_conn():\\n 62| conn = connect_memory()\\n 63| apply_migrations(conn)\\n 64| w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n 65| w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n 66| eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n 67| btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n 68| 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 69| 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 70| 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 71| 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 72| 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 73| return conn\\n 74|\\n 75|TECHNICAL_FIELDS = {\\n 76| \\\"asset_id\\\",\\n 77| \\\"wallet_id\\\",\\n 78| \\\"instrument_id\\\",\\n 79| \\\"entity_id\\\",\\n 80| \\\"rule_id\\\",\\n 81| \\\"source_id\\\",\\n 82| \\\"provider_symbol_status\\\",\\n 83| \\\"hedge_status\\\",\\n 84| \\\"dedup_key\\\",\\n 85| \\\"fingerprint\\\",\\n 86|}\\n 87|\\n 88|\\n 89|def test_user_mode_crypto_and_portfolio_tables_are_clean_and_formatted() -> None:\\n 90| conn = setup_multi_wallet_crypto_conn()\\n 91| crypto_rows = dashboard_data.get_crypto_coin_summary(conn)\\n 92| assert crypto_rows\\n 93| visible_crypto = dashboard_data.visible_user_columns(crypto_rows[0])\\n 94| assert len(visible_crypto) <= 8\\n 95| assert TECHNICAL_FIELDS.isdisjoint(visible_crypto)\\n 96| assert crypto_rows[0][\\\"kurs_chf\\\"].startswith(\\\"CHF \\\")\\n 97| assert \\\"'\\\" in dashboard_data.chf_text(Decimal(\\\"12345.67\\\"))\\n 98| assert dashboard_data.translate_status(\\\"missing_market_price\\\") == \\\"Preis fehlt\\\"\\n 99| assert dashboard_data.translate_status(\\\"fresh\\\") == \\\"Aktuell\\\"\\n 100|\\n 101| portfolio = dashboard_data.get_portfolio_positions_user(conn)\\n 102| assert portfolio == [] or TECHNICAL_FIELDS.isdisjoint(portfolio[0])\\n 103| assert all(len(row) <= 8 for row in portfolio)\\n 104|\\n 105|\\n 106|def test_chart_data_for_crypto_coin_and_wallet_distribution_is_correct() -> None:\\n 107| conn = setup_multi_wallet_crypto_conn()\\n 108| coin_chart = dashboard_data.get_crypto_coin_allocation_chart(conn)\\n 109| wallet_chart = dashboard_data.get_crypto_wallet_allocation_chart(conn)\\n 110| assert [row[\\\"label\\\"] for row in coin_chart][:2] == [\\\"Ethereum\\\", \\\"Bitcoin\\\"]\\n 111| assert coin_chart[0][\\\"value_chf\\\"] == \\\"10000.00\\\"\\n 112| assert {row[\\\"label\\\"] for row in wallet_chart} == {\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"}\\n 113| assert all(\\\"asset_id\\\" not in row and \\\"wallet_id\\\" not in row for row in coin_chart + wallet_chart)\\n 114|\\n 115|\\n 116|def test_coin_detail_and_wallet_detail_are_selectable_read_models() -> None:\\n 117| conn = setup_multi_wallet_crypto_conn()\\n 118| eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n 119| detail = dashboard_data.get_crypto_coin_detail(conn, eth[\\\"_asset_id\\\"], price_max_age_seconds=999999999)\\n 120| assert detail[\\\"coin\\\"] == \\\"Ethereum\\\"\\n 121| assert detail[\\\"gesamtwert_chf\\\"] == \\\"CHF 10'000.00\\\"\\n 122| assert detail[\\\"preisstatus\\\"] == \\\"Aktuell\\\"\\n 123| assert len(detail[\\\"wallets\\\"]) == 2\\n 124| assert {\\\"Bestand hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Bestand auf 0 setzen\\\", \\\"Audit / Verlauf anzeigen\\\"} <= set(detail[\\\"actions\\\"])\\n 125| assert TECHNICAL_FIELDS.isdisjoint(detail)\\n 126| assert TECHNICAL_FIELDS.isdisjoint(detail[\\\"wallets\\\"][0])\\n 127|\\n 128| wallet = dashboard_data.get_wallet_user_overview(conn)[0]\\n 129| wallet_detail = dashboard_data.get_wallet_detail(conn, wallet[\\\"_wallet_id\\\"])\\n 130| assert wallet_detail[\\\"wallet_name\\\"]\\n 131|\", \"total_lines\": 160, \"file_size\": 8072, \"truncated\": true, \"hint\": \"Use offset=131 to continue reading (showing 1-130 of 160 lines)\", \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom pathlib import Path\\n\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.dashboard import main as dashboard_main\\nfrom jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\nfrom test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n\\n\\ndef _visible_text(st: FakeStreamlit) -> str:\\n parts: list[str] = []\\n for _name, args, kwargs in st.calls:\\n parts.extend(str(arg) for arg in args)\\n parts.extend(str(value) for value in kwargs.values())\\n return \\\"\\\\n\\\".join(parts)\\n\\n\\ndef test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n\\n\\ndef test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n conn.execute(\\n \\\"INSERT INTO alerts(alert_id, priority, category, entity_type, entity_id, rule_id, message, status, created_at, last_seen_at, occurrence_count, dedup_key, fingerprint) VALUES ('a1','warnung','market','crypto_asset','asset-btc','missing_crypto_price','asset_id raw should not leak','active','now','now',1,'d1','f1')\\\"\\n )\\n st = FakeStreamlit()\\n page_00_command_center.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Was ist wichtig?\\\" in text\\n assert text.count(\\\"Wichtig:\\\") <= 3\\n forbidden = TECHNICAL_FIELDS | {\\\"asset-btc\\\", \\\"rule_id\\\", \\\"entity_id\\\", \\\"productive initial crypto snapshot import\\\"}\\n assert all(item not in text for item in forbidden)\\n assert \\\"Top 5 Crypto-Positionen\\\" in text\\n\\n\\ndef test_crypto_page_uses_compact_position_columns_and_detail_panel() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n st = FakeStreamlit()\\n page_04_crypto.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Position auswählen\\\" in text\\n assert \\\"Coin Detail\\\" in text\\n table_rows = [args[0] for name, args, _ in st.calls if name == \\\"dataframe\\\" and args and isinstance(args[0], list)]\\n compact_rows = next(rows for rows in table_rows if rows and \\\"gesamtwert_chf\\\" in rows[0])\\n assert set(compact_rows[0]) == {\\\"coin\\\", \\\"symbol\\\", \\\"gesamtmenge\\\", \\\"gesamtwert_chf\\\", \\\"anteil\\\", \\\"wallets\\\", \\\"status\\\"}\\n assert \\\"kurs_chf\\\" not in compact_rows[0]\\n\\n\\ndef test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n expected = {\\n \\\"Bestand hinzufügen\\\": \\\"Bestand hinzufügen — Formular\\\",\\n \\\"Bestand korrigieren\\\": \\\"Korrigieren — Formular\\\",\\n \\\"Transfer\\\": \\\"Transfer — Formular\\\",\\n \\\"Bestand auf 0 setzen\\\": \\\"Auf 0 setzen — Bestätigung\\\",\\n \\\"Audit / Verlauf anzeigen\\\": \\\"Verlauf für ausgewählten Coin\\\",\\n }\\n for button, marker in expected.items():\\n st = FakeStreamlit(button_presses={button})\\n st.session_state[\\\"jarvis_edit_mode\\\"] = True\\n page_04_crypto.render(st, conn)\\n assert marker in _visible_text(st)\\n assert \\\"Öffnen Sie Admin/Debug\\\" not in _visible_text(st)\\n\\n\\ndef test_read_only_disables_writes_but_keeps_verlauf_available() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n st = FakeStreamlit()\\n st.session_state[\\\"jarvis_edit_mode\\\"] = False\\n page_04_crypto.render(st, conn)\\n buttons = [(args[0], kwargs) for name, args, kwargs in st.calls if name == \\\"button\\\" and args]\\n assert next(kwargs for label, kwargs in buttons if label == \\\"Bestand hinzufügen\\\").get(\\\"disabled\\\") is True\\n assert next(kwargs for label, kwargs in buttons if label == \\\"Audit / Verlauf anzeigen\\\").get(\\\"disabled\\\") is False\\n\\n\\ndef test_wallet_page_is_compact_and_hides_technical_fields() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n st = FakeStreamlit()\\n page_05_wallets.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Wallet auswählen\\\" in text\\n assert \\\"Coins in diesem Wallet\\\" in text\\n assert all(item not in text for item in TECHNICAL_FIELDS)\\n table_rows = [args[0] for name, args, _ in st.calls if name == \\\"dataframe\\\" and args and isinstance(args[0], list)]\\n wallet_rows = next(rows for rows in table_rows if rows and \\\"wallet_name\\\" in rows[0])\\n assert set(wallet_rows[0]) == {\\\"wallet_name\\\", \\\"wallet_type\\\", \\\"total_value_chf\\\", \\\"coin_count\\\", \\\"status\\\"}\\n\\n\\ndef test_reports_page_stays_minimal_and_crypto_report_action_works(tmp_path: Path) -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n st = FakeStreamlit(button_presses={\\\"Crypto-Report erzeugen\\\"})\\n st.session_state[\\\"jarvis_reports_runtime_dir\\\"] = str(tmp_path)\\n page_08_reports.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Crypto-Report erzeugen\\\" in text\\n assert \\\"Portfolio-Report erzeugen\\\" in text\\n assert any(name == \\\"success\\\" for name, _args, _kwargs in st.calls)\\n\\n\\ndef test_equity_etf_not_prominently_shown_as_zero_when_unvalued() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n summary = dashboard_data.get_command_center_summary(conn)\\n assert dashboard_data.equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\"\\n st = FakeStreamlit()\\n page_00_command_center.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Aktien/ETF: Bewertung unvollständig\\\" in text\\n assert \\\"Aktien/ETF\\\", \\\"CHF 0.00\\\" not in 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Bewertung liest ausschließlich lokale CHF-Preise aus der Runtime-DB.\\\\n6\\\\nCryp...73be11', 'coingecko_id': 'bitcoin', 'price_status': 'stale', 'last_price_update': '2026-02-01T00:00:00Z'}]\\\\nTrue\\\\nTrue\\\"\\n\\ntests/unit/test_dashboard_usability_simplification.py:46: AssertionError\\n____ test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode _____\\n\\n def test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n expected = {\\n \\\"Bestand hinzufügen\\\": \\\"Bestand hinzufügen — Formular\\\",\\n \\\"Bestand korrigieren\\\": \\\"Korrigieren — Formular\\\",\\n \\\"Transfer\\\": \\\"Transfer — Formular\\\",\\n \\\"Bestand auf 0 setzen\\\": \\\"Auf 0 setzen — Bestätigung\\\",\\n \\\"Audit / Verlauf anzeigen\\\": \\\"Verlauf für ausgewählten Coin\\\",\\n }\\n for button, marker in expected.items():\\n st = FakeStreamlit(button_presses={button})\\n st.session_state[\\\"jarvis_edit_mode\\\"] = True\\n page_04_crypto.render(st, conn)\\n> assert marker in _visible_text(st)\\nE assert 'Bestand hinzufügen — Formular' in \\\"Crypto Portfolio\\\\nAggregiert nach Coin. Bewertung liest ausschließlich lokale CHF-Preise aus der Runtime-DB.\\\\n6\\\\nCryp...73be11', 'coingecko_id': 'bitcoin', 'price_status': 'stale', 'last_price_update': '2026-02-01T00:00:00Z'}]\\\\nTrue\\\\nTrue\\\"\\nE + where \\\"Crypto Portfolio\\\\nAggregiert nach Coin. Bewertung liest ausschließlich lokale CHF-Preise aus der Runtime-DB.\\\\n6\\\\nCryp...73be11', 'coingecko_id': 'bitcoin', 'price_status': 'stale', 'last_price_update': '2026-02-01T00:00:00Z'}]\\\\nTrue\\\\nTrue\\\" = _visible_text()\\n\\ntests/unit/test_dashboard_usability_simplification.py:67: AssertionError\\n____________ test_wallet_page_is_compact_and_hides_technical_fields ____________\\n\\n def test_wallet_page_is_compact_and_hides_technical_fields() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n st = FakeStreamlit()\\n page_05_wallets.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Wallet auswählen\\\" in text\\n assert \\\"Coins in diesem Wallet\\\" in text\\n> assert all(item not in text for item in TECHNICAL_FIELDS)\\nE assert False\\nE + where False = all(. at 0x740457aa34c0>)\\n\\ntests/unit/test_dashboard_usability_simplification.py:88: AssertionError\\n_________ test_equity_etf_not_prominently_shown_as_zero_when_unvalued __________\\n\\n def test_equity_etf_not_prominently_shown_as_zero_when_unvalued() -> None:\\n conn = setup_multi_wallet_crypto_conn()\\n summary = dashboard_data.get_command_center_summary(conn)\\n> assert dashboard_data.equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\"\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\nE AttributeError: module 'jarvis_finance.dashboard.data' has no attribute 'equity_etf_user_label'\\n\\ntests/unit/test_dashboard_usability_simplification.py:108: AttributeError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_command_center_is_quiet_and_has_max_three_clean_hints\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_crypto_page_uses_compact_position_columns_and_detail_panel\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_crypto_detail_actions_open_inline_forms_immediately_in_edit_mode\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_wallet_page_is_compact_and_hides_technical_fields\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_equity_etf_not_prominently_shown_as_zero_when_unvalued\", \"exit_code\": 1, \"error\": null}",
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"content": "{\"content\": \" 660| if row:\\n 661| return f\\\"{row['coin_name']} ({row['symbol']})\\\"\\n 662| if entity_type == \\\"crypto_wallet\\\":\\n 663| row = conn.execute(\\\"SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?\\\", (entity_id,)).fetchone()\\n 664| if row:\\n 665| return row[\\\"wallet_name\\\"]\\n 666| return entity_type or \\\"Portfolio\\\"\\n 667|\\n 668|\\n 669|def alert_title(rule_id: str, message: str = \\\"\\\", entity: str = \\\"\\\") -> str:\\n 670| labels = {\\n 671| \\\"missing_fx\\\": \\\"FX-Kurs fehlt\\\",\\n 672| \\\"stale_fx\\\": \\\"FX-Kurs veraltet\\\",\\n 673| \\\"missing_market_price\\\": \\\"Marktpreis fehlt\\\",\\n 674| \\\"stale_market_price\\\": \\\"Marktpreis veraltet\\\",\\n 675| \\\"manual_fx_override_required\\\": \\\"Manueller FX-Kurs nötig\\\",\\n 676| \\\"historical_fx_unavailable\\\": \\\"Historischer FX-Kurs fehlt\\\",\\n 677| \\\"candidate_review_required\\\": \\\"Mapping muss geprüft werden\\\",\\n 678| \\\"cost_basis_uncertain\\\": \\\"Einstand unvollständig\\\",\\n 679| \\\"snapshot_only\\\": \\\"Nur Snapshot-Historie vorhanden\\\",\\n 680| \\\"missing_crypto_price\\\": \\\"Crypto-Preis fehlt\\\",\\n 681| \\\"crypto_price_missing\\\": \\\"Crypto-Preis fehlt\\\",\\n 682| }\\n 683| title = labels.get(rule_id, translate_status(rule_id))\\n 684| return f\\\"{title} für {entity}\\\" if entity else title\\n 685|\\n 686|\\n 687|def alert_description(rule_id: str, message: str = \\\"\\\") -> str:\\n 688| descriptions = {\\n 689| \\\"missing_fx\\\": \\\"Ein historischer FX-Kurs fehlt. CHF-Performance ist daher unvollständig.\\\",\\n 690| \\\"stale_fx\\\": \\\"Ein FX-Kurs ist veraltet und sollte aktualisiert werden.\\\",\\n 691| \\\"missing_market_price\\\": \\\"Für diese Position fehlt ein lokaler Marktpreis. Bewertung bleibt unvollständig.\\\",\\n 692| \\\"stale_market_price\\\": \\\"Der lokale Marktpreis ist veraltet. Bitte Preisupdate ausführen.\\\",\\n 693| \\\"missing_provider_symbol\\\": \\\"Für diese Position fehlt oder fehlt noch die bestätigte Marktdaten-Zuordnung.\\\",\\n 694| \\\"candidate_review_required\\\": \\\"Es gibt Marktdaten-Kandidaten, die manuell bestätigt werden müssen.\\\",\\n 695|\", \"total_lines\": 1022, \"file_size\": 55563, \"truncated\": true, \"hint\": \"Use offset=695 to continue reading (showing 660-694 of 1022 lines)\", \"is_binary\": false, \"is_image\": false}",
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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@@ -672,8 +672,9 @@\\n \\\"stale_fx\\\": \\\"FX-Kurs veraltet\\\",\\n \\\"missing_market_price\\\": \\\"Marktpreis fehlt\\\",\\n \\\"stale_market_price\\\": \\\"Marktpreis veraltet\\\",\\n+ \\\"missing_provider_symbol\\\": \\\"Marktdaten-Zuordnung fehlt\\\",\\n \\\"manual_fx_override_required\\\": \\\"Manueller FX-Kurs nötig\\\",\\n- \\\"historical_fx_unavailable\\\": \\\"Historischer FX-Kurs fehlt\\\",\\n+ \\\"historical_fx_unavailable\\\": \\\"Historischer FX-Kurs fehlt\\\",\\n \\\"candidate_review_required\\\": \\\"Mapping muss geprüft werden\\\",\\n \\\"cost_basis_uncertain\\\": \\\"Einstand unvollständig\\\",\\n \\\"snapshot_only\\\": \\\"Nur Snapshot-Historie vorhanden\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"arguments": "{\"new_string\":\"def equity_etf_user_label(summary: dict[str, str]) -> str:\\n value = d(summary.get(\\\"equity_etf_total_chf\\\"))\\n return chf_text(value) if value > 0 else \\\"noch nicht bewertet\\\"\\n\\n\\ndef equity_etf_is_user_ready(summary: dict[str, str]) -> bool:\\n return d(summary.get(\\\"equity_etf_total_chf\\\")) > 0 and summary.get(\\\"data_quality_status\\\") == \\\"ok\\\"\\n\\n\\ndef get_top_user_hints(conn: Connection, limit: int = 3) -> list[str]:\\n hints: list[str] = []\\n summary = get_command_center_summary(conn)\\n if equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\":\\n hints.append(\\\"Aktien/ETF: Bewertung unvollständig\\\")\\n crypto = get_crypto_summary_cards(conn)\\n if d(crypto.get(\\\"coins_without_price\\\")) > 0:\\n hints.append(\\\"Crypto-Preise fehlen für einzelne Coins\\\")\\n elif d(crypto.get(\\\"stale_price_count\\\")) > 0:\\n hints.append(\\\"Crypto-Preise teilweise veraltet\\\")\\n else:\\n hints.append(\\\"Crypto-Preise aktuell\\\")\\n for alert in get_alert_cards(conn, limit=limit):\\n text = alert[\\\"title\\\"]\\n if not any(marker in text for marker in (\\\"asset_id\\\", \\\"wallet_id\\\", \\\"instrument-\\\", \\\"rule_id\\\", \\\"entity_id\\\")):\\n hints.append(text)\\n if len(hints) >= limit:\\n break\\n return hints[:limit]\\n\\n\\ndef compact_chart_rows(rows: list[dict[str, str]], *, limit: int = 10) -> list[dict[str, str]]:\\n ordered = sorted(rows, key=lambda row: d(row.get(\\\"value_chf\\\")), reverse=True)\\n if len(ordered) <= limit:\\n return ordered\\n head = ordered[:limit]\\n other = sum((d(row.get(\\\"value_chf\\\")) for row in ordered[limit:]), Decimal(\\\"0\\\"))\\n if other > 0:\\n head.append({\\\"label\\\": \\\"Andere\\\", \\\"value_chf\\\": dec_text(other, \\\"0.01\\\")})\\n return head\\n\\n\\ndef get_command_center_summary(conn: Connection) -> dict[str, str]:\",\"old_string\":\"def get_command_center_summary(conn: Connection) -> dict[str, str]:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}"
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"reasoning": "**Creating helper functions**\n\nI'm realizing that I need to add some helper functions before I finalize the command summary. It feels like a crucial step to ensure everything runs smoothly, and I want to make sure that I've got all the necessary components in place. By adding these functions, I'll be better equipped to handle the tasks ahead. I need to be thorough, so I'll pay close attention to keep my implementation straightforward and effective.",
"reasoning_content": "**Creating helper functions**\n\nI'm realizing that I need to add some helper functions before I finalize the command summary. It feels like a crucial step to ensure everything runs smoothly, and I want to make sure that I've got all the necessary components in place. By adding these functions, I'll be better equipped to handle the tasks ahead. I need to be thorough, so I'll pay close attention to keep my implementation straightforward and effective.",
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"text": "**Creating helper functions**\n\nI'm realizing that I need to add some helper functions before I finalize the command summary. It feels like a crucial step to ensure everything runs smoothly, and I want to make sure that I've got all the necessary components in place. By adding these functions, I'll be better equipped to handle the tasks ahead. I need to be thorough, so I'll pay close attention to keep my implementation straightforward and effective."
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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@@ -997,6 +997,47 @@\\n return [{\\\"quality_flag\\\": k, \\\"open_items\\\": str(v)} for k, v in sorted(aggregate_review_quality_flags(conn).items())]\\n \\n \\n+def equity_etf_user_label(summary: dict[str, str]) -> str:\\n+ value = d(summary.get(\\\"equity_etf_total_chf\\\"))\\n+ return chf_text(value) if value > 0 else \\\"noch nicht bewertet\\\"\\n+\\n+\\n+def equity_etf_is_user_ready(summary: dict[str, str]) -> bool:\\n+ return d(summary.get(\\\"equity_etf_total_chf\\\")) > 0 and summary.get(\\\"data_quality_status\\\") == \\\"ok\\\"\\n+\\n+\\n+def get_top_user_hints(conn: Connection, limit: int = 3) -> list[str]:\\n+ hints: list[str] = []\\n+ summary = get_command_center_summary(conn)\\n+ if equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\":\\n+ hints.append(\\\"Aktien/ETF: Bewertung unvollständig\\\")\\n+ crypto = get_crypto_summary_cards(conn)\\n+ if d(crypto.get(\\\"coins_without_price\\\")) > 0:\\n+ hints.append(\\\"Crypto-Preise fehlen für einzelne Coins\\\")\\n+ elif d(crypto.get(\\\"stale_price_count\\\")) > 0:\\n+ hints.append(\\\"Crypto-Preise teilweise veraltet\\\")\\n+ else:\\n+ hints.append(\\\"Crypto-Preise aktuell\\\")\\n+ for alert in get_alert_cards(conn, limit=limit):\\n+ text = alert[\\\"title\\\"]\\n+ if not any(marker in text for marker in (\\\"asset_id\\\", \\\"wallet_id\\\", \\\"instrument-\\\", \\\"rule_id\\\", \\\"entity_id\\\")):\\n+ hints.append(text)\\n+ if len(hints) >= limit:\\n+ break\\n+ return hints[:limit]\\n+\\n+\\n+def compact_chart_rows(rows: list[dict[str, str]], *, limit: int = 10) -> list[dict[str, str]]:\\n+ ordered = sorted(rows, key=lambda row: d(row.get(\\\"value_chf\\\")), reverse=True)\\n+ if len(ordered) <= limit:\\n+ return ordered\\n+ head = ordered[:limit]\\n+ other = sum((d(row.get(\\\"value_chf\\\")) for row in ordered[limit:]), Decimal(\\\"0\\\"))\\n+ if other > 0:\\n+ head.append({\\\"label\\\": \\\"Andere\\\", \\\"value_chf\\\": dec_text(other, \\\"0.01\\\")})\\n+ return head\\n+\\n+\\n def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n cash_rows = get_cash_overview(conn)\\n crypto_summary = get_crypto_summary_cards(conn)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\",\"content\":\"from __future__ import annotations\\n\\nfrom pathlib import Path\\n\\nfrom jarvis_finance.config.paths import RuntimePaths\\nfrom jarvis_finance.config.settings import Settings, load_settings\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.dashboard.actions import open_crypto_manage\\nfrom jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\nfrom jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n\\nPAGE_TITLE = \\\"Command Center\\\"\\n\\n\\ndef _metric_row(st, metrics: list[tuple[str, str, str | None]]) -> None:\\n cols = st.columns(len(metrics))\\n for col, (label, value, help_text) in zip(cols, metrics):\\n col.metric(label, value, help=help_text)\\n\\n\\ndef _report_settings(st) -> Settings:\\n runtime_override = st.session_state.get(\\\"jarvis_reports_runtime_dir\\\") if hasattr(st, \\\"session_state\\\") else None\\n if runtime_override:\\n return Settings(runtime_paths=RuntimePaths.from_base(Path(str(runtime_override))))\\n return load_settings()\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Command Center\\\")\\n st.caption(\\\"Ruhige Startseite: wichtigste Werte, wenige Hinweise, direkte MVP-Aktionen. Keine API-Abfragen beim Laden.\\\")\\n summary = data.get_command_center_summary(conn)\\n crypto = data.get_crypto_summary_cards(conn)\\n _metric_row(st, [\\n (\\\"Gesamtportfolio CHF\\\", data.chf_text(summary[\\\"total_portfolio_chf\\\"]), None),\\n (\\\"Crypto CHF\\\", data.chf_text(summary[\\\"crypto_total_chf\\\"]), None),\\n (\\\"Aktien/ETF CHF\\\", data.equity_etf_user_label(summary), \\\"nicht prominent bewertet, solange Marktpreise/FX fehlen\\\"),\\n (\\\"Kritische Punkte\\\", summary[\\\"critical_alert_count\\\"], \\\"aktive kritische Hinweise\\\"),\\n (\\\"Letztes Preisupdate\\\", data.date_text(summary[\\\"last_price_update_at\\\"]), None),\\n ])\\n\\n if data.equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\":\\n st.info(\\\"Aktien/ETF: Bewertung unvollständig. Details bitte im Admin/Data-Quality-Bereich prüfen; im User Mode wird kein irreführender CHF-0-Wert angezeigt.\\\")\\n\\n st.subheader(\\\"Was ist wichtig?\\\")\\n hints = data.get_top_user_hints(conn, limit=3)\\n if not hints:\\n st.success(\\\"Keine wichtigen Hinweise.\\\")\\n for hint in hints[:3]:\\n st.markdown(f\\\"**Wichtig:** {hint}\\\")\\n\\n st.subheader(\\\"Top 5 Crypto-Positionen\\\")\\n crypto_rows = data.get_crypto_coin_summary(conn)[:5]\\n show_table(st, [{k: r[k] for k in [\\\"coin\\\", \\\"symbol\\\", \\\"gesamtwert_chf\\\", \\\"anteil\\\", \\\"status\\\"] if k in r} for r in crypto_rows])\\n\\n st.subheader(\\\"Schnellaktionen\\\")\\n a, b, c, d = st.columns(4)\\n if a.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n a.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency=\\\"CHF\\\", only_missing=True, sleep_seconds=1.0)\\n a.success(f\\\"Preisupdate: aktualisiert={result.updated_count}, warnings={result.warning_count}, errors={result.error_count}, ohne Preis={result.missing_local_price_count}\\\")\\n if b.button(\\\"Crypto-Report erzeugen\\\", key=\\\"cc_crypto_report\\\"):\\n try:\\n b.spinner(\\\"Crypto-Report wird aus lokalen Daten erzeugt …\\\")\\n result = export_crypto_inventory_report(conn, settings=_report_settings(st), preferred_format=\\\"pdf\\\")\\n b.success(f\\\"Report erzeugt ({result['format']}): {result['file_path']}\\\")\\n except Exception as exc:\\n b.error(f\\\"Report konnte nicht erzeugt werden: {exc}\\\")\\n if c.button(\\\"Coin hinzufügen\\\", key=\\\"cc_coin_add\\\"):\\n open_crypto_manage(st, \\\"Coin hinzufügen\\\")\\n c.info(\\\"Coin hinzufügen ist vorbereitet. Öffnen Sie Crypto und aktivieren Sie Bearbeiten für das Formular.\\\")\\n if d.button(\\\"Wallet öffnen\\\", key=\\\"cc_wallet_open\\\"):\\n d.info(\\\"Bitte Seite Wallets öffnen und gewünschtes Wallet auswählen.\\\")\\n\\n alerts = data.get_alert_summary_cards(conn)\\n st.caption(f\\\"Hinweise zusammengefasst — Kritisch: {alerts['kritisch']} · Wichtig: {alerts['wichtig']} · Info: {alerts['info']}\\\")\\n\"}"
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"call_id": "call_Hh7IkLFwLhyfGdKGfP3hdDbM",
"response_item_id": "fc_0ccd048ab29b205a016a07621cc564819190f27f0d2080d56e",
"type": "function",
"function": {
"name": "write_file",
"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom datetime import date\\n\\nfrom jarvis_finance.crypto.manage import add_crypto_position, adjust_crypto_position, current_wallet_asset_quantity, transfer_crypto_position\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, read_only_hint\\nfrom jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n\\nPAGE_TITLE = \\\"Crypto\\\"\\n\\n\\ndef _metric_row(st, metrics: list[tuple[str, str]]) -> None:\\n cols = st.columns(len(metrics))\\n for col, (label, value) in zip(cols, metrics):\\n col.metric(label, value)\\n\\n\\ndef _chart(st, title: str, rows: list[dict[str, str]]) -> None:\\n st.markdown(f\\\"**{title}**\\\")\\n rows = data.compact_chart_rows(rows, limit=10)\\n if rows:\\n st.bar_chart({r[\\\"label\\\"]: float(data.d(r[\\\"value_chf\\\"])) for r in rows})\\n else:\\n st.info(\\\"Noch keine bewertbaren Daten.\\\")\\n\\n\\ndef _session_get(st, key: str, default=None):\\n try:\\n return st.session_state.get(key, default)\\n except Exception:\\n return default\\n\\n\\ndef _session_set(st, key: str, value) -> None:\\n try:\\n st.session_state[key] = value\\n except Exception:\\n pass\\n\\n\\ndef _wallet_labels(wallet_rows: list[dict[str, str]]) -> dict[str, str]:\\n return {f\\\"{row['wallet']} — {row['menge']}\\\": row[\\\"_wallet_id\\\"] for row in wallet_rows}\\n\\n\\ndef _render_inline_action(st, conn, action: str, selected_row: dict[str, str], detail: dict[str, object]) -> None:\\n asset_id = selected_row[\\\"_asset_id\\\"]\\n wallets = list(detail.get(\\\"wallets\\\", []))\\n labels = _wallet_labels(wallets)\\n\\n if action == \\\"Bestand hinzufügen\\\":\\n st.markdown(\\\"### Bestand hinzufügen — Formular\\\")\\n st.caption(f\\\"Coin vorausgewählt: {detail['coin']} ({detail['symbol']})\\\")\\n wallet_label = st.selectbox(\\\"Wallet\\\", list(labels)) if labels else None\\n qty = st.text_input(\\\"Menge als Decimal/Text\\\")\\n effective = st.date_input(\\\"Datum\\\", value=date.today())\\n note = st.text_area(\\\"Review-Notiz\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Bestand hinzufügen\\\")\\n if st.button(\\\"Bestand hinzufügen speichern\\\"):\\n try:\\n result = add_crypto_position(conn, coin_name=str(detail[\\\"coin\\\"]), symbol=str(detail[\\\"symbol\\\"]), coingecko_id=None, wallet_id=labels[wallet_label], quantity_text=qty, effective_date=str(effective), operation_type=\\\"initial_snapshot_addition\\\", 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 elif action == \\\"Bestand korrigieren\\\":\\n st.markdown(\\\"### Korrigieren — Formular\\\")\\n st.caption(f\\\"Coin vorausgewählt: {detail['coin']} ({detail['symbol']})\\\")\\n wallet_label = st.selectbox(\\\"Wallet\\\", list(labels)) if labels else None\\n wallet_id = labels.get(wallet_label) if wallet_label else None\\n if wallet_id:\\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\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Korrektur speichern\\\")\\n if st.button(\\\"Korrektur 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 elif action == \\\"Transfer\\\":\\n st.markdown(\\\"### Transfer — Formular\\\")\\n st.caption(f\\\"Coin vorausgewählt: {detail['coin']} ({detail['symbol']})\\\")\\n from_label = st.selectbox(\\\"Von Wallet\\\", list(labels)) if labels else None\\n to_label = st.selectbox(\\\"Zu Wallet\\\", list(labels)) if labels else None\\n qty = st.text_input(\\\"Menge\\\")\\n fee = st.text_input(\\\"Fee optional\\\", value=\\\"0\\\")\\n note = st.text_area(\\\"Notiz optional\\\")\\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_id, from_wallet_id=labels[from_label], to_wallet_id=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 elif action == \\\"Bestand auf 0 setzen\\\":\\n st.markdown(\\\"### Auf 0 setzen — Bestätigung\\\")\\n st.warning(\\\"Es wird nichts gelöscht. Der Bestand wird via manual_adjustment auditierbar auf 0 gesetzt.\\\")\\n wallet_label = st.selectbox(\\\"Wallet\\\", list(labels)) if labels else None\\n note = st.text_area(\\\"Notiz Pflicht\\\")\\n confirm = st.checkbox(\\\"Review bestätigt: Bestand auf 0 setzen\\\")\\n if st.button(\\\"Bestand auf 0 setzen speichern\\\"):\\n try:\\n result = adjust_crypto_position(conn, asset_id=asset_id, wallet_id=labels[wallet_label], new_quantity_text=\\\"0\\\", effective_date=str(date.today()), note=note, confirm=confirm)\\n st.success(f\\\"Bestand auf 0 gesetzt und auditiert: {result.transaction_id}\\\")\\n except Exception as exc:\\n st.error(str(exc))\\n\\n elif action == \\\"Audit / Verlauf anzeigen\\\":\\n st.markdown(\\\"### Verlauf für ausgewählten Coin\\\")\\n rows = [row for row in data.get_latest_crypto_transactions(conn, limit=100) if row.get(\\\"symbol\\\") == detail.get(\\\"symbol\\\")]\\n show_table(st, rows)\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Crypto\\\")\\n st.caption(\\\"Kompakte Crypto-MVP-Seite. Bewertungen kommen ausschließlich aus lokalen CHF-Preisen.\\\")\\n summary = data.get_crypto_summary_cards(conn)\\n coins = data.get_crypto_coin_summary(conn)\\n largest = coins[0][\\\"coin\\\"] if coins else \\\"—\\\"\\n _metric_row(st, [\\n (\\\"Gesamtwert\\\", data.chf_text(summary[\\\"total_value_chf\\\"])),\\n (\\\"Coins\\\", summary[\\\"coin_count\\\"]),\\n (\\\"Wallets\\\", summary[\\\"wallets_with_holdings\\\"]),\\n (\\\"Letztes Preisupdate\\\", data.date_text(summary[\\\"last_price_update_at\\\"])),\\n (\\\"Grösste Position\\\", largest),\\n ])\\n\\n if st.button(\\\"Preise aktualisieren\\\", key=\\\"crypto_price_refresh\\\"):\\n st.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency=\\\"CHF\\\", only_missing=True, sleep_seconds=1.0)\\n st.success(f\\\"Preisupdate abgeschlossen: aktualisiert={result.updated_count}, cached={result.cached_count}, warnings={result.warning_count}, errors={result.error_count}, weiterhin ohne Preis={result.missing_local_price_count}\\\")\\n\\n c1, c2 = st.columns(2)\\n with c1:\\n _chart(st, \\\"Allokation nach Coin\\\", data.get_crypto_coin_allocation_chart(conn))\\n with c2:\\n _chart(st, \\\"Allokation nach Wallet\\\", data.get_crypto_wallet_allocation_chart(conn))\\n\\n st.subheader(\\\"Positionen\\\")\\n if not coins:\\n st.info(\\\"Keine Crypto-Positionen vorhanden.\\\")\\n return\\n search = st.text_input(\\\"Coin suchen\\\", value=\\\"\\\")\\n coins = data.get_crypto_coin_summary(conn, search=search, sort_by=\\\"Wert absteigend\\\")\\n show_table(st, [{k: r[k] for k in [\\\"coin\\\", \\\"symbol\\\", \\\"gesamtmenge\\\", \\\"gesamtwert_chf\\\", \\\"anteil\\\", \\\"wallets\\\", \\\"status\\\"]} for r in coins])\\n\\n st.subheader(\\\"Position auswählen\\\")\\n labels = [f\\\"{r['coin']} ({r['symbol']}) — {r['gesamtwert_chf']}\\\" for r in coins]\\n selected = st.selectbox(\\\"Coin-Liste\\\", labels)\\n selected_row = coins[labels.index(selected)] if selected in labels else coins[0]\\n _session_set(st, \\\"selected_crypto_asset_id\\\", selected_row[\\\"_asset_id\\\"])\\n\\n st.subheader(\\\"Coin Detail\\\")\\n detail = data.get_crypto_coin_detail(conn, selected_row[\\\"_asset_id\\\"])\\n d1, d2, d3, d4 = st.columns(4)\\n d1.metric(\\\"Coin\\\", f\\\"{detail['coin']} ({detail['symbol']})\\\")\\n d2.metric(\\\"Gesamtwert\\\", detail[\\\"gesamtwert_chf\\\"])\\n d3.metric(\\\"Anteil\\\", detail[\\\"anteil\\\"])\\n d4.metric(\\\"Status\\\", detail[\\\"preisstatus\\\"])\\n st.caption(f\\\"Kurs im Detail: {detail['kurs_chf']} · letzte Preisaktualisierung: {detail['letzte_preisaktualisierung']}\\\")\\n st.markdown(\\\"**Wallet-Aufteilung**\\\")\\n show_table(st, [{k: row[k] for k in data.visible_user_columns(row)} for row in detail[\\\"wallets\\\"]])\\n\\n st.markdown(\\\"**Aktionen**\\\")\\n if not edit_mode_enabled(st):\\n read_only_hint(st)\\n cols = st.columns(len(detail[\\\"actions\\\"]))\\n for col, action in zip(cols, detail[\\\"actions\\\"]):\\n if action_button(col, action, key=f\\\"crypto_coin_action_{action}\\\", edit_required=action != \\\"Audit / Verlauf anzeigen\\\"):\\n _session_set(st, \\\"crypto_inline_action\\\", action)\\n active_action = _session_get(st, \\\"crypto_inline_action\\\")\\n if active_action:\\n _render_inline_action(st, conn, active_action, selected_row, detail)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_04_crypto.py\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Revising command focus**\n\nI realize I need to focus on the command for adding a coin directly on the same page. It might not be enough as is, so I should explore it more. The main priority now seems to be rewriting page_04 with the necessary helpers to enhance that process. Let’s ensure this revision captures everything clearly and effectively! I want to make this work well for users, so I’ll keep refining my approach.",
"reasoning_content": "**Revising command focus**\n\nI realize I need to focus on the command for adding a coin directly on the same page. It might not be enough as is, so I should explore it more. The main priority now seems to be rewriting page_04 with the necessary helpers to enhance that process. Let’s ensure this revision captures everything clearly and effectively! I want to make this work well for users, so I’ll keep refining my approach.",
"codex_reasoning_items": [
{
"type": "reasoning",
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"id": "rs_0ccd048ab29b205a016a076219568c8191ad37d0ea808e857b",
"summary": [
{
"type": "summary_text",
"text": "**Revising command focus**\n\nI realize I need to focus on the command for adding a coin directly on the same page. It might not be enough as is, so I should explore it more. The main priority now seems to be rewriting page_04 with the necessary helpers to enhance that process. Let’s ensure this revision captures everything clearly and effectively! I want to make this work well for users, so I’ll keep refining my approach."
}
]
}
]
},
{
"role": "tool",
"content": "{\"bytes_written\": 9213, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [49:20] Argument of type \\\"object\\\" cannot be assigned to parameter \\\"iterable\\\" of type \\\"Iterable[_T@list]\\\" in function \\\"__init__\\\"\\n \\\"object\\\" is incompatible with protocol \\\"Iterable[_T@list]\\\"\\n \\\"__iter__\\\" is not present [reportArgumentType] (Pyright)\\nERROR [62:142] Argument of type \\\"Unknown | None\\\" cannot be assigned to parameter \\\"key\\\" of type \\\"str\\\" in function \\\"__getitem__\\\"\\n Type \\\"Unknown | None\\\" is not assignable to type \\\"str\\\"\\n \\\"None\\\" is not assignable to \\\"str\\\" [reportArgumentType] (Pyright)\\nERROR [80:84] Argument of type \\\"str | None\\\" cannot be assigned to parameter \\\"wallet_id\\\" of type \\\"str\\\" in function \\\"adjust_crypto_position\\\"\\n Type \\\"str | None\\\" is not assignable to type \\\"str\\\"\\n \\\"None\\\" is not assignable to \\\"str\\\" [reportArgumentType] (Pyright)\\nERROR [96:91] Argument of type \\\"Unknown | None\\\" cannot be assigned to parameter \\\"key\\\" of type \\\"str\\\" in function \\\"__getitem__\\\"\\n Type \\\"Unknown | None\\\" is not assignable to type \\\"str\\\"\\n \\\"None\\\" is not assignable to \\\"str\\\" [reportArgumentType] (Pyright)\\nERROR [96:124] Argument of type \\\"Unknown | None\\\" cannot be assigned to parameter \\\"key\\\" of type \\\"str\\\" in function \\\"__getitem__\\\"\\n Type \\\"Unknown | None\\\" is not assignable to type \\\"str\\\"\\n \\\"None\\\" is not assignable to \\\"str\\\" [reportArgumentType] (Pyright)\\nERROR [109:84] Argument of type \\\"Unknown | None\\\" cannot be assigned to parameter \\\"key\\\" of type \\\"str\\\" in function \\\"__getitem__\\\"\\n Type \\\"Unknown | None\\\" is not assignable to type \\\"str\\\"\\n \\\"None\\\" is not assignable to \\\"str\\\" [reportArgumentType] (Pyright)\\n\"}",
"tool_call_id": "call_Hh7IkLFwLhyfGdKGfP3hdDbM"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_9ko0o9DpMXQN6dzYy9BTc8Gg",
"call_id": "call_9ko0o9DpMXQN6dzYy9BTc8Gg",
"response_item_id": "fc_0ec4d9dbe4f6e1d2016a07624dd28881919c13cb3e6c8b6cdb",
"type": "function",
"function": {
"name": "write_file",
"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\\nfrom jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, open_crypto_manage, read_only_hint\\n\\nPAGE_TITLE = \\\"Wallets\\\"\\n\\n\\ndef _session_set(st, key: str, value) -> None:\\n try:\\n st.session_state[key] = value\\n except Exception:\\n pass\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Wallets\\\")\\n st.caption(\\\"Kompakte Übersicht über Crypto-Wallets. Keine technischen IDs, keine Importnotizen.\\\")\\n cards = data.get_wallet_overview_cards(conn)\\n wallet_rows = data.get_wallet_user_overview(conn)\\n largest = max(wallet_rows, key=lambda r: data.d(r[\\\"_numeric_value_chf\\\"]), default={\\\"wallet_name\\\": \\\"—\\\"})\\n c1, c2, c3, c4 = st.columns(4)\\n c1.metric(\\\"Gesamtwert Wallets\\\", data.chf_text(cards[\\\"total_value_chf\\\"]))\\n c2.metric(\\\"Anzahl Wallets\\\", cards[\\\"wallet_count\\\"])\\n c3.metric(\\\"Grösstes Wallet\\\", largest[\\\"wallet_name\\\"])\\n c4.metric(\\\"Fehlende Verifikationen\\\", cards[\\\"wallets_missing_verification\\\"])\\n\\n st.subheader(\\\"Wallets\\\")\\n if not wallet_rows:\\n st.info(\\\"Keine Wallets vorhanden.\\\")\\n return\\n labels = [f\\\"{r['wallet_name']} — {r['total_value_chf']}\\\" for r in wallet_rows]\\n selected = st.selectbox(\\\"Wallet auswählen\\\", labels)\\n selected_row = wallet_rows[labels.index(selected)] if selected in labels else wallet_rows[0]\\n _session_set(st, \\\"selected_crypto_wallet_id\\\", selected_row[\\\"_wallet_id\\\"])\\n show_table(st, [{k: r[k] for k in [\\\"wallet_name\\\", \\\"wallet_type\\\", \\\"total_value_chf\\\", \\\"coin_count\\\", \\\"status\\\"]} for r in wallet_rows])\\n\\n st.subheader(\\\"Wallet Detail\\\")\\n detail = data.get_wallet_detail(conn, selected_row[\\\"_wallet_id\\\"])\\n d1, d2, d3, d4 = st.columns(4)\\n d1.metric(\\\"Wallet\\\", detail[\\\"wallet_name\\\"])\\n d2.metric(\\\"Typ\\\", detail[\\\"typ\\\"])\\n d3.metric(\\\"Gesamtwert\\\", detail[\\\"gesamtwert_chf\\\"])\\n d4.metric(\\\"Status\\\", detail[\\\"status\\\"])\\n if detail.get(\\\"letzte_verifikation\\\"):\\n st.caption(f\\\"Letzte Verifikation: {detail['letzte_verifikation']}\\\")\\n st.markdown(\\\"**Coins in diesem Wallet**\\\")\\n show_table(st, [{k: row[k] for k in data.visible_user_columns(row) if k not in {\\\"actions\\\"}} for row in detail[\\\"coins\\\"]])\\n\\n st.markdown(\\\"**Aktionen**\\\")\\n if not edit_mode_enabled(st):\\n read_only_hint(st)\\n cols = st.columns(len(detail[\\\"actions\\\"]))\\n for col, action in zip(cols, detail[\\\"actions\\\"]):\\n if action_button(col, action, key=f\\\"wallet_action_{action}\\\"):\\n mapped = \\\"Transfer zwischen Wallets\\\" if action == \\\"Transfer aus Wallet\\\" else (\\\"Coin hinzufügen\\\" if action == \\\"Coin in Wallet hinzufügen\\\" else action)\\n open_crypto_manage(st, mapped, wallet_id=selected_row[\\\"_wallet_id\\\"])\\n st.info(f\\\"{action}: Formular im Crypto-Manage-Bereich vorbereitet.\\\")\\n\\n with st.expander(\\\"Neues Wallet / Wallet bearbeiten\\\"):\\n if not edit_mode_enabled(st):\\n read_only_hint(st)\\n name = st.text_input(\\\"Wallet-Name\\\")\\n wallet_type = st.selectbox(\\\"Wallet-Typ\\\", sorted(VALID_WALLET_TYPES))\\n provider = st.text_input(\\\"Provider optional\\\")\\n chain = st.text_input(\\\"Chain/Network optional\\\")\\n note = st.text_area(\\\"Notiz optional\\\")\\n active = st.checkbox(\\\"Aktiv\\\", value=True)\\n confirm = st.checkbox(\\\"Review bestätigt\\\")\\n if st.button(\\\"Wallet speichern\\\", disabled=not edit_mode_enabled(st)):\\n try:\\n if not confirm:\\n raise ValueError(\\\"Review-Bestätigung fehlt\\\")\\n wallet_id = create_wallet(conn, wallet_name=name, wallet_type=wallet_type, platform_provider=provider or None, network_chain=chain or None, notes=note or None)\\n if not active:\\n update_wallet(conn, wallet_id, is_active=0)\\n st.success(\\\"Wallet auditiert gespeichert.\\\")\\n except Exception as exc:\\n st.error(str(exc))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Simplifying wallet page**\n\nI see that I need to simplify the wallet page by removing the technical admin expander. It looks like the provider might not even be necessary in the table. I want to make sure there are no source IDs included either, as that could complicate things. My goal is to create a cleaner, more user-friendly interface. Let’s ensure everything is straightforward and easy to understand for the user!",
"reasoning_content": "**Simplifying wallet page**\n\nI see that I need to simplify the wallet page by removing the technical admin expander. It looks like the provider might not even be necessary in the table. I want to make sure there are no source IDs included either, as that could complicate things. My goal is to create a cleaner, more user-friendly interface. Let’s ensure everything is straightforward and easy to understand for the user!",
"codex_reasoning_items": [
{
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"text": "**Updating tests and navigation**\n\nI need to decide if I should update old tests or set them both, which feels a bit tricky. I think I prefer to set the `crypto_manage_action` as well. It seems like updating the expected navigation is also important, so I’ll make sure to keep that in mind while I’m working on these tasks. Getting these details right is crucial for smooth functionality!"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\\n@@ -16,8 +16,8 @@\\n pages_dir = Path(\\\"src/jarvis_finance/dashboard/pages\\\")\\n numeric_pages = sorted(p.name for p in pages_dir.glob(\\\"[0-9][0-9]_*.py\\\"))\\n assert numeric_pages == []\\n- assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Equities/ETFs\\\", \\\"Reports\\\"]\\n- assert all(not title.lower().startswith(\\\"page \\\") for title in dashboard_main.get_user_navigation_titles())\\n+ assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n+ assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n \\n \\n def test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"reasoning_content": "**Ensuring final status checks**\n\nI need to confirm the final safety and differentiation status. It's also possible that the .pytest_cache was generated, so I should consider removing that before any git operations for safety. It’s always better to double-check these things to avoid any unexpected issues down the line. Keeping my repository clean makes for a smoother workflow. Alright, let's make sure everything is in order as I proceed!",
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"id": "rs_02af8895a39c7c08016a07632a08708191b5e8db6354a87f13",
"summary": [
{
"type": "summary_text",
"text": "**Inspecting git commits**\n\nI think I need to inspect the git diff stats for potential changes since that might help me gain insights on the recent commits. Additionally, I should check the part1 commit hash so I can reference it accurately. Using the git log should help me retrieve those details. Then I'll focus on simplifying the commit process afterward to make everything clearer!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"[main ca7e5ac] feat: simplify finance dashboard user mode\\n 7 files changed, 356 insertions(+), 86 deletions(-)\\n create mode 100644 tests/unit/test_dashboard_usability_simplification.py\\nca7e5ac\\nTo https://github.com/Gamexgit/FinanceManager.git\\n 224e0b4..ca7e5ac main -> main\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_cUxYJgFYyiUzYXGbwmzZ6cyz"
},
{
"role": "assistant",
"content": "",
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{
"id": "call_gFQtFiTWgOUPEU2WxyzK95np",
"call_id": "call_gFQtFiTWgOUPEU2WxyzK95np",
"response_item_id": "fc_02bfe79f712ba632016a076335f1208191b9b825017b0da5f4",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -e\\nrm -rf .pytest_cache\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m compileall -q src tests\\nPYTHONPATH=src pytest -q\\nrm -rf .pytest_cache\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit diff --check\\ngit status --short\\ngit log --oneline -2\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Verifying commit processes**\n\nI think the user is asking if they need to verify after a commit. They mentioned checking the git status, potentially running a cleanup, and maybe testing after the commit as well. It seems like we need a final git status check for safety, just to ensure everything is clean. We’ve already covered some of this before the commit, but double-checking definitely feels like a good step!",
"reasoning_content": "**Verifying commit processes**\n\nI think the user is asking if they need to verify after a commit. They mentioned checking the git status, potentially running a cleanup, and maybe testing after the commit as well. It seems like we need a final git status check for safety, just to ensure everything is clean. We’ve already covered some of this before the commit, but double-checking definitely feels like a good step!",
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{
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"id": "rs_02bfe79f712ba632016a076333ef008191a8ed60be75a2a927",
"summary": [
{
"type": "summary_text",
"text": "**Verifying commit processes**\n\nI think the user is asking if they need to verify after a commit. They mentioned checking the git status, potentially running a cleanup, and maybe testing after the commit as well. It seems like we need a final git status check for safety, just to ensure everything is clean. We’ve already covered some of this before the commit, but double-checking definitely feels like a good step!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"........................................................................ [ 29%]\\n........................................................................ [ 59%]\\n........................................................................ [ 89%]\\n.......................... [100%]\\n242 passed in 14.38s\\nGIT_SAFETY_OK\\nca7e5ac feat: simplify finance dashboard user mode\\n224e0b4 fix: stabilize finance dashboard UX flows\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_gFQtFiTWgOUPEU2WxyzK95np"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_zu3zF1iJTpJFUEIUXUR78VOH",
"call_id": "call_zu3zF1iJTpJFUEIUXUR78VOH",
"response_item_id": "fc_01495a6b04296747016a07634bb5e48191a3b3664129d7e069",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom pathlib import Path\\nfrom jarvis_finance.dashboard.main import get_user_navigation_titles, ADMIN_PAGE_TITLES\\nprint('user_pages=', ', '.join(get_user_navigation_titles()))\\nprint('admin_pages=', ', '.join(ADMIN_PAGE_TITLES))\\nprint('numeric_autopages=', [p.name for p in Path('src/jarvis_finance/dashboard/pages').glob('[0-9][0-9]_*.py')])\\nprint('git_status_short:')\\nPY\\ngit status --short\\ngit status --branch --short\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering git status options**\n\nI need to check the git status but want a short version without any empty lines. I should also confirm the remote setup, and maybe list the pages. I think I can use tools for that. There's also the possibility of updating my to-do list with completed tasks. I might use the terminal to inspect the navigation as well. Let’s make sure I get this right!",
"reasoning_content": "**Considering git status options**\n\nI need to check the git status but want a short version without any empty lines. I should also confirm the remote setup, and maybe list the pages. I think I can use tools for that. There's also the possibility of updating my to-do list with completed tasks. I might use the terminal to inspect the navigation as well. Let’s make sure I get this right!",
"codex_reasoning_items": [
{
"type": "reasoning",
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"id": "rs_01495a6b04296747016a07634955bc819186404133356dd5d1",
"summary": [
{
"type": "summary_text",
"text": "**Considering git status options**\n\nI need to check the git status but want a short version without any empty lines. I should also confirm the remote setup, and maybe list the pages. I think I can use tools for that. There's also the possibility of updating my to-do list with completed tasks. I might use the terminal to inspect the navigation as well. Let’s make sure I get this right!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"output\": \"user_pages= Command Center, Crypto, Wallets, Reports\\nadmin_pages= Ledger, Audit, Alerts, Data Quality, Import Wizard, Settings, Crypto Manage, Equity/ETF Manage, Manual Review Queue, Watchlist\\nnumeric_autopages= []\\ngit_status_short:\\n## main...origin/main [voraus 9]\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_zu3zF1iJTpJFUEIUXUR78VOH"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_LsU0ZTTdaCktZYA2TDn45qSV",
"call_id": "call_LsU0ZTTdaCktZYA2TDn45qSV",
"response_item_id": "fc_0742c5dada4795c9016a07635310d48191a2c06ebfafd66aca",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -e\\npython - <<'PY' >/tmp/fm_push_env\\nfrom pathlib import Path\\nimport csv, re, shlex\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\ntext=p.read_text().strip()\\ntoken=''\\ntry:\\n rows=list(csv.reader(text.splitlines()))\\n cells=[c.strip() for row in rows for c in row if c.strip()]\\n for c in cells:\\n if c.startswith('github_pat_') or c.startswith('ghp_'):\\n token=c; break\\nexcept Exception: pass\\nif not token:\\n m=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9]+)', text)\\n token=m.group(1) if m else ''\\nif not token:\\n raise SystemExit('token not found')\\nprint('export GITHUB_TOKEN='+shlex.quote(token))\\nPY\\n. /tmp/fm_push_env\\ngit fetch https://x-access-token:${GITHUB_TOKEN}@github.com/Gamexgit/FinanceManager.git main:refs/remotes/origin/main\\ngit status --branch --short\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"codex_reasoning_items": [
{
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"id": "rs_0742c5dada4795c9016a07634fb05c819190f91d36ad2b8e26",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"output\": \"Von https://github.com/Gamexgit/FinanceManager\\n 5fa8fac..ca7e5ac main -> origin/main\\n## main...origin/main\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_LsU0ZTTdaCktZYA2TDn45qSV"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_WKJFG3GzL6tgaGgg3if5B2FJ",
"call_id": "call_WKJFG3GzL6tgaGgg3if5B2FJ",
"response_item_id": "fc_0c9ee89513330afb016a07635d3eb081919fdc43e3b3a17cb6",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"git status --short && git status --branch --short\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Checking git status**\n\nI need to note that the remote origin has a specific reference. Alright, I might as well do a final `git status` to ensure everything is clean. I don't really need to run this, but it feels like a good idea to confirm. Maybe I’ll quickly check the status again after fetching to make sure there are no cached changes. It’s a good practice, even if I think it's unnecessary!",
"reasoning_content": "**Checking git status**\n\nI need to note that the remote origin has a specific reference. Alright, I might as well do a final `git status` to ensure everything is clean. I don't really need to run this, but it feels like a good idea to confirm. Maybe I’ll quickly check the status again after fetching to make sure there are no cached changes. It’s a good practice, even if I think it's unnecessary!",
"codex_reasoning_items": [
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Runtime muss ausserhalb des Repos liegen.\\\")\\n 64| return\\n 65|\\n 66| ensure_runtime_dirs(settings)\\n 67| db_path = settings.db_path\\n 68| conn = safe_connect_existing_db(db_path)\\n 69|\\n 70| if conn is None:\\n 71| st.title(\\\"JARVIS Finance Dashboard\\\")\\n 72| st.error(f\\\"Keine lokale SQLite-DB gefunden: {db_path}\\\")\\n 73| st.info(\\\"Das Dashboard erstellt oder verändert keine echte Datenbank automatisch.\\\")\\n 74| st.caption(\\\"Für lokale Entwicklung kann explizit eine synthetische Dummy-DB aus tests/fixtures geladen werden.\\\")\\n 75| if st.button(\\\"Synthetische Dummy-DB jetzt erstellen\\\", type=\\\"primary\\\"):\\n 76| create_demo_db(db_path)\\n 77| st.success(\\\"Synthetische Dummy-DB erstellt. Bitte Seite neu laden.\\\")\\n 78| return\\n 79|\\n 80| try:\\n 81| page_map = _page_by_display_title()\\n 82| mode = st.sidebar.radio(\\\"Modus\\\", [\\\"User Mode\\\", \\\"Admin / Review / Debug\\\"], index=0)\\n 83| st.sidebar.markdown(\\\"---\\\")\\n 84| if mode == \\\"User Mode\\\":\\n 85| names = [name for name in USER_PAGE_TITLES if name in page_map]\\n 86| selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=0)\\n 87| st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n 88| else:\\n 89| user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\n 90| admin_names = [name for name in ADMIN_PAGE_TITLES if name in page_map]\\n 91| selected = st.sidebar.radio(\\\"Admin / Daten\\\", admin_names or user_default, index=0)\\n 92| st.sidebar.warning(\\\"Admin Mode: technische IDs, Rohdaten und Review-Details sichtbar.\\\")\\n 93| st.session_state[\\\"jarvis_dashboard_mode\\\"] = mode\\n 94| st.session_state[\\\"jarvis_admin_mode\\\"] = mode != \\\"User Mode\\\"\\n 95| edit_enabled = bool(st.sidebar.toggle(\\\"Bearbeiten aktivieren\\\", value=bool(st.session_state.get(\\\"jarvis_edit_mode\\\", False))))\\n 96| st.session_state[\\\"jarvis_edit_mode\\\"] = edit_enabled\\n 97| if edit_enabled:\\n 98| st.sidebar.warning(\\\"Edit Mode aktiv: Änderungen schreiben in die Runtime-DB und benötigen Review/Bestätigung.\\\")\\n 99| else:\\n 100| st.sidebar.info(\\\"Read-only Mode: Schreibaktionen sind deaktiviert.\\\")\\n 101|\\n 102| st.sidebar.write(f\\\"DB: `{db_path}`\\\")\\n 103| safe = dashboard_data.get_safe_mode_status(conn)\\n 104| st.sidebar.info(f\\\"DB-Modus: {safe['db_mode']} | Write Mode: {safe['write_mode']}\\\")\\n 105| st.sidebar.caption(f\\\"Backup: {safe['last_backup_at']}\\\")\\n 106| st.sidebar.warning(\\\"Keine Live-API-Abfragen beim Seitenreload. Preise nur aus lokaler DB/Cache. Echte Daten liegen außerhalb Git.\\\")\\n 107| page = page_map[selected]\\n 108| page.render(st, conn)\\n 109| finally:\\n 110| conn.close()\\n 111|\\n 112|\\n 113|if __name__ == \\\"__main__\\\":\\n 114| run_app()\\n 115|\", \"total_lines\": 114, \"file_size\": 4742, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"encrypted_content": "gAAAAABqB2Nyp4YubJ-Vst70y-q21eG6YQZ0W-hmQ1CtsF3JqdoC6jEZ15ELyDmieoZKnGacKBMDmZyKxe7OX4FIYdSL9dB7-99D37Bs9376HmRyH2hD4AVvKQOUPpcvLoe1UwvV86zuY-40ma_U6fYE8cEX93Bq5vRSGzzuu1-KugIm4alJeqOgHJApaM2IprvJvqsVdav7kmiiuJx0YFqv0upXW9WqZTVtYuZBp8qmTGh-8GHYq5GObTP8eeZHMKBPWo9Ih3DlCBM8KdE5DTbF5xGZjwUtJhQK3nGx_zrlnh6Ko4WzFLGUVus63xb-Xpp8tMGYh_4epj0CHjSO9tIAYvWTRzQH9gYV9c8NRghMSojhqh_fJuDLkLFvJSt1hWLkuRadImrrhghFNEMO_gml923Vq8X47SSDxcXmBDUegeMVR8nUMkv4ikLHNbu5sNX40x-jxCF3h2zBmw8G7jL1RqGgvFFyH64L5rPFcZw_mVoBboz7_py0b-N94yjlEn2gLkeqOt1Jz9DyTo6yYSdldSHGTkKCXswj_xpHYAbpUp0zgvqDRMoPNraSXMiz-AJLPQCVOLzXIZmyve1EP7XAtIGAjFxwMwULqggO3l4lEAjrPWpAPUbR1woLOngIF2q5oYEvBv42Y7f6FPRZZI2cXWpBhsSSPcwuTBYaE1bWZ48wNksvZ4SHzdshOttglJB6vjf9TNSxcUzTdtRgtATVBi_rac56dyZo_tcNVOQWNwh9w4qQQZorqmKhtpPqI7lNnP6Bd3frDcRR4ym3hs0jbEAogFNKpZnhDTkBcigzrMC3HBgbIiBmX_lbuhnTVDSrmPvm_jxztpBhnrJDxkUfagO8zw2FGKEiRL-GjCO3cEEtGkb1047SluhwPs394T3OkvV2ItZPqg3IoX3ma4UuGLs31A4z-CLG7MkYuw71rofunduReEBcVwDvGD4bnFj4YFxSLhWoIEDrVOF09MWfYUKc6ahsI7pk5ztAso2klZl85TMsWK8qc0d048tZ3pv5BtqhmSwVTCMPnawL8lLKBVKE-4O9MZ1vzF3I4MQ96_gaXJXzE2Vt6YOs8jH7aWRg8PDwH3AdPKrif49NVTMdv9Mm3YRN7eWpP-UVVFbzf7-NhqTcLsJ2yDRpOlPuoiNq_C1IuzF9LjvxOiFAhl-p6Vk27x48419Jdp4b9A65Xx4bOrqmVZFlSq4cr7rEquAZU4ZUAOAuSSDyairUduNuJtDlr2JLlcRt21q-uR7LHSPMt7OBJCpmABLuI8Q9INMi0recuoHjAIbqVh10F1Ha6OaYY23T5D0PLtX1j5jtppPVMyKszI9DFg9Sk6-H1MEm3z1d7UtB2qJLeoDmY-IY8GzNdlKjsDotR8cCuoPaThYcMjXRc2uXUS0lgdPTIzQLUUk7VIr2sbaXlbcB06rx32kpwJ4cr-LSIjogbJddjYRgt_rNIHRASeVYQXIZv6Q83OTVkUqQ-vmx4nyiN14rL-GjdA_rWLw2CmW7Xheiv0_9TkcpZ7QTbdBcXjJ-RsbETfvMiTu-r92pXf-VVQ0aZyyO2lGlPmnruugm6RdQ93awnz_0KqmLZlfJmcVh_7femULo1oVJpY5EntRaYbroR9BTtXR6R4RsPKh5_MP2JtqVTxBwDFZE_wUPyDw2MxusnijD6ZadC_JdWt8SV-gDCVW37iVKA3axqP4USagVQwrrarJJ9MaYp8o0WVxoG8UP_tzdySGvdtg8gm_eP8q0O4gtqdpbtH9EHASI7C-6dcQ38soWekwCfWTq371oyJIOexdgCNJQ84X3JiJfF0k9XNtf91Wfih8WCwxuS7gqp52_f8d4ci2svcV6XFpOyd-7zzc_GVWEnko-KhAHAgJL5PcFtZvoi18D4kmlw84GOesfapMT3NWCR0ir46zzNOpE_QmxXvvC",
"id": "rs_03c7b620d5715081016a07636f7fec8191a54b0ea30788063f",
"summary": []
}
]
},
{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n@@ -66,11 +66,8 @@\\n b.success(f\\\"Report erzeugt ({result['format']}): {result['file_path']}\\\")\\n except Exception as exc:\\n b.error(f\\\"Report konnte nicht erzeugt werden: {exc}\\\")\\n- if c.button(\\\"Coin hinzufügen\\\", key=\\\"cc_coin_add\\\"):\\n- open_crypto_manage(st, \\\"Coin hinzufügen\\\")\\n- c.info(\\\"Coin hinzufügen ist vorbereitet. Öffnen Sie Crypto und aktivieren Sie Bearbeiten für das Formular.\\\")\\n- if d.button(\\\"Wallet öffnen\\\", key=\\\"cc_wallet_open\\\"):\\n- d.info(\\\"Bitte Seite Wallets öffnen und gewünschtes Wallet auswählen.\\\")\\n+ c.button(\\\"Coin hinzufügen\\\", key=\\\"cc_coin_add\\\", disabled=True, help=\\\"Bitte auf der Crypto-Seite eine Position auswählen; dort öffnet das Formular direkt.\\\")\\n+ d.button(\\\"Wallet öffnen\\\", key=\\\"cc_wallet_open\\\", disabled=True, help=\\\"Bitte die Wallets-Seite über die Hauptnavigation öffnen; dort ist die Auswahl direkt sichtbar.\\\")\\n \\n alerts = data.get_alert_summary_cards(conn)\\n st.caption(f\\\"Hinweise zusammengefasst — Kritisch: {alerts['kritisch']} · Wichtig: {alerts['wichtig']} · Info: {alerts['info']}\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_JR7ZF1hZU18Q1O4a65hSMp86"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_mCSTEY4886XtkHXZ7y3gtn2b",
"call_id": "call_mCSTEY4886XtkHXZ7y3gtn2b",
"response_item_id": "fc_09ce1e9ab8ce56ab016a07637a3bac8191946d6268b6ddddb9",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"new_string\":\"from jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\",\"old_string\":\"from jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\nfrom jarvis_finance.dashboard.actions import open_crypto_manage\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\\n@@ -6,7 +6,6 @@\\n from jarvis_finance.config.settings import Settings, load_settings\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.dashboard import data\\n-from jarvis_finance.dashboard.actions import open_crypto_manage\\n from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_00_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
"tool_call_id": "call_mCSTEY4886XtkHXZ7y3gtn2b"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_o7xkaKT2p3AAoARAGJHkgEGD",
"call_id": "call_o7xkaKT2p3AAoARAGJHkgEGD",
"response_item_id": "fc_01c0c6691c54b6ad016a0763868cfc819185136dd6912ad02c",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -e\\nrm -rf .pytest_cache\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m compileall -q src tests\\nPYTHONPATH=src pytest -q\\nrm -rf .pytest_cache\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit diff --check\\ngit status --short\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"........................................................................ [ 29%]\\n........................................................................ [ 59%]\\n........................................................................ [ 89%]\\n.......................... [100%]\\n242 passed in 14.23s\\nGIT_SAFETY_OK\\n M src/jarvis_finance/dashboard/views/page_00_command_center.py\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_o7xkaKT2p3AAoARAGJHkgEGD"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_wZW4q6FHucoqkM8FpmxoG43Y",
"call_id": "call_wZW4q6FHucoqkM8FpmxoG43Y",
"response_item_id": "fc_0f062224e53e5401016a07639baf448191ac412e07719249d6",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -e\\ngit add -A\\ngit commit -m \\\"fix: disable incomplete command center shortcuts\\\"\\npython - <<'PY' >/tmp/fm_push_env\\nfrom pathlib import Path\\nimport csv, re, shlex\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text().strip()\\ntoken=''\\ntry:\\n rows=list(csv.reader(text.splitlines()))\\n for c in [c.strip() for row in rows for c in row if c.strip()]:\\n if c.startswith('github_pat_') or c.startswith('ghp_'):\\n token=c; break\\nexcept Exception: pass\\nif not token:\\n m=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9]+)', text)\\n token=m.group(1) if m else ''\\nif not token:\\n raise SystemExit('token not found')\\nprint('export GITHUB_TOKEN='+shlex.quote(token))\\nPY\\n. /tmp/fm_push_env\\ngit push https://x-access-token:${GITHUB_TOKEN}@github.com/Gamexgit/FinanceManager.git main\\ngit fetch https://x-access-token:${GITHUB_TOKEN}@github.com/Gamexgit/FinanceManager.git main:refs/remotes/origin/main\\ngit rev-parse --short HEAD\\ngit status --branch --short\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"[main 777da3b] fix: disable incomplete command center shortcuts\\n 1 file changed, 2 insertions(+), 6 deletions(-)\\nTo https://github.com/Gamexgit/FinanceManager.git\\n ca7e5ac..777da3b main -> main\\nVon https://github.com/Gamexgit/FinanceManager\\n ca7e5ac..777da3b main -> origin/main\\n777da3b\\n## main...origin/main\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_wZW4q6FHucoqkM8FpmxoG43Y"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_lFDsuzFPeCY0QBYOoIMkt5hN",
"call_id": "call_lFDsuzFPeCY0QBYOoIMkt5hN",
"response_item_id": "fc_0c49c73222d1e58b016a0763afc7cc8191aaf13d3b61d0365a",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"new_string\":\" st.markdown(\\\"**Aktionen**\\\")\\n if not edit_mode_enabled(st):\\n read_only_hint(st)\\n cols = st.columns(len(detail[\\\"actions\\\"]))\\n for col, action in zip(cols, detail[\\\"actions\\\"]):\\n col.button(action, key=f\\\"wallet_action_{action}\\\", disabled=True, help=\\\"Wallet-Schreibflows sind im User Mode bewusst deaktiviert; bitte später im Admin/Debug-Workflow nutzen.\\\")\\n\\n with st.expander(\\\"Neues Wallet / Wallet bearbeiten\\\"):\\n\",\"old_string\":\" st.markdown(\\\"**Aktionen**\\\")\\n if not edit_mode_enabled(st):\\n read_only_hint(st)\\n cols = st.columns(len(detail[\\\"actions\\\"]))\\n for col, action in zip(cols, detail[\\\"actions\\\"]):\\n if action_button(col, action, key=f\\\"wallet_action_{action}\\\"):\\n mapped = \\\"Transfer zwischen Wallets\\\" if action == \\\"Transfer aus Wallet\\\" else (\\\"Coin hinzufügen\\\" if action == \\\"Coin in Wallet hinzufügen\\\" else action)\\n open_crypto_manage(st, mapped, wallet_id=selected_row[\\\"_wallet_id\\\"])\\n st.info(f\\\"{action}: Formular im Crypto-Manage-Bereich vorbereitet.\\\")\\n\\n with st.expander(\\\"Neues Wallet / Wallet bearbeiten\\\"):\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Considering button features**\n\nI'm thinking about the Wallet page and how we might use `st.button` with `disabled=True` for non-MVP features instead of the action button. It seems like a simple patch. I don't think tests need to require that wallet actions are functional, so this could streamline things a bit. Overall, it appears manageable!",
"reasoning_content": "**Considering button features**\n\nI'm thinking about the Wallet page and how we might use `st.button` with `disabled=True` for non-MVP features instead of the action button. It seems like a simple patch. I don't think tests need to require that wallet actions are functional, so this could streamline things a bit. Overall, it appears manageable!",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqB2Ovusxdu82JnESVxtUTes9h58CqAnM8sccoLpGxSUjqPKTkEo9N7XTVpPLOOoF8Oj_rV-fob76MbS-dm-G9nI0gKH2hidGP-gKUuPsFZFi3bAH-RYkFLaG4MPoZsuwkF9deBkfn7ek7VnmbDFJKwYa3MDGS6q8c1MLdJ8vxfJHMqoH3zlxGhXNAJPkXWFMsaE_pF9u-6YF4Sjp_2m3uVzwZThzYcVz3SiVt9fXjWqtGPtbfromaotEVe13L-DqGbxMeMxRBTK-bMMu7iiJS6AeswQJUZhnXfx08o5L8JOpHGzonEwk6KkLIRXNDMYa6_l9-rteZJ0dLfGj6_C7jRt3KHoOy4gYkfBPOQ1XsPCG9sdOnG3YLwinoVdTlcPlPfXCJkt0mSXJoEuyPvV0DPDIVMkSqAjASbLlFPmy8PH5QQvWJX0RKTVxZQEzpRSs-v81kgsvgM75E3DnLZVPV4wBygfxQQY2qLkmv2EpcMAd4NupCaNRBhMn_w3w-wiGuOn4Tm5ZCjyWBzHb24bGlahfCvJP1kFd--5smPBCi422HIgwdLCtdm-FvfbS4kjseyRxNaNjcKbGYbPwZmDDmSUqEdP_B2VpY0UufbHNqP-LUM2ihPWi6ZstgrBlwPBirpO8HNEjkLQM3qLF7f-VKXgFS9JfSkbyf9TkOJxfbTxgFhPYmC3hYc57MukzWXRc3Le5EMJdvDNzvc2FIOEH4WrsTZmb-2AwGyQX9-vGeeb5A2wyQbdfI5DTRI14iTmaL9XzBWWFG17IHBRY0wbfsTY8l9POISQXRumoKtYq2yO6tB9KarqJlMqRtM2XJIqpQTdZNvLdIaTVL4kJ9VltBWSX0uiBYNyHn7b1vnqQNPgbUff5PCsjJ8bqxNHSVfipDgXPQTsbDtnRzWaFUibBRgirNHgEPoaN4EQbn-danz3VOJbEzmAyYhnHrC6rz95EY1DKZd_qeWGzc9kUNnYonoAbrxCyAv4U_R7RjK2hQtRpSgAr_k4FkicCPk01q5NKFYSVucmr0Zg6aqeE2M0Hoj5pK5Fy4fh5w55Ta0b1csfMJXMun6lYlmD6haJHKyNtG3OYjGF4w85JZRckhFwk9c8wpFO6kxHXCpHuYpN7_xNo8Zg_kx4dWq9VVxObXZubTVbWtc1M-BZqGNdGvhLpW4mH50-MiAYUmGT__FEoH3ciZ-mrwpLtIc7tsLyyzdjia2psJ5CeDOHRjJvhINYlgbnPmPE1IKrkK0SM9tm-p-_zcxQGE_J2ZV-pF6CugFCvzg0ja4V5NzO0lMSvkCkzwsNu6Sha32AxBmyRJtDWlcKiinPx2cM5lFzYhM1_LlMOOB52la7torT3BYsOVlvKUuDmcMN2el-8max-PAx4SQQhLIhXsv2q9czINrcyMgPxKPn2u99afBIQF-lbTrVNMXlx95U3DL6lPot-ENMwL2BZQdWV3m5BvYV5ZTwHs_07OPGv2Pm3RoxyN_-QYgmI8QVH4vKNgvnaPf3YoaH7ilu0jUReOchBGbVQJi04RYlM79cI-l-jdcJ4RexaRPr8LuldtyITFdMGUM00G-fXllNi5FQM3YeRYasrcQ33syfqbv7VE3PaGHPgFYZqicRZ7HhwdZZeo-qn2NwIf0m9kFxCAiaq-4qWLYTs7ivTZspO4VbLwSYpYorCTO79P4WeBQQHcRYM1gei5vUZ06l1AGYGi3u_9vpeoy0hRw-EEcf1od2zKRM8FcB9-G7sn1iNVuD_v82djXxQD1XawJXE0TbpLGFUMNvesrA25Cdy9d2uOyrlmkhFMBQzKpdpEJNzl3i8xD2r5uYZPs87gzvTUPoZXCm_DoX4YAp2_4SWNeVdLjoTcmKhup3EhJ7XkevuSuSUNpbCP7StxEnOhmKegV43k2_JWJkE_bTBgt4VP94haEeuyYR0Gw4EjU4xM9PqGnuMhcwxtzoBSkNpDX19qZ-9lhjBKT7zapWWMA9a8MBcNNRd220dRfD0r7DQJPNkZEzQgIC5KdvY_d4_9fHGYr85xYlw3WBw2O8S1WeccMdNgEUb-oeOfZfUAPtXFUYC3Jz7CfoY3U8y1sJl-UkFoJdZqx3StI3UsqmXfeT2SkrHUQRZy3bL-JrjIk_VBga6J0Dj2y0S_C641hs5gicT2jFbEfc8bYGc8ZXOj3eehBtg8hvB3p81VXCTxHJUeF7vu01GnkURftHkFOFsImX7P4zetDI8cYOUFLRWj7W_aoz-SN7Kmlj9ka8Zy3GWt6t_O9kPuUL0Q7QsmaQ0rNZXLhAZeE5nFTaZUscCibfLrsX9v68-xObJeii0_JCYzd7Bw7EH8Yq_H-4-o07MV8GO8hq9FL4F1BqG_71qVOI4Hxvz4sSOiowetqQaPuOFYT4elTctDkzVzeR5v-7UZW_EMKZAqCHbP3hYjr-63E5ri-9B-lmwA14viJ83yH1wt_voyEVazf0j2OvoJZ3KtWToXDr7MdwKXi_ZZcSW8OcXzw6tlpaSSH7yg-2bnM3CHQQbHmW1hP1MDh5T8SrgfEX2YR7QU70bGhwdSUoDL0gJsRZR6668gydgE9H9AIYOPFb8xK_0tWujMC7EPKUAX11tbt-WYJ4aziPO470ttOm3HNQUWM5Xov2vYwUDevuZHl3ixwuYJkHvBpkmF_TpuGRuJ14zSV3SQwMDgTVbtze8vnM1eNanHr4IIhHByRCOmYImW3BH-dt6aqZu32ZzPTPBAV_W8-dtqcu14IDRV0J513dIDlRf6FGB6xYKXvjpE1MiKKLxGeO51SCRHlNgfxFVIyuf6p6MRh1j7v4A82g1h0vMi_r2vJo1vVJfNhMGFs2ErkzYEro86fwI59LCVhzTe_G1Q83jg17jKHjpy4xrS1VB3rIrVisT6zKDF4qfO7SyD0UTsIu5xBHq8uOd6paV1BBAp2cws0alR8ZE_JIWKUv22eoROppfCk7IuGeGkKiWBaJjj46yhsGx8Z7hOUSYPit4A1HniDOr9Sy--jUM0IVRyOm3YMx3tpT4_QFEs5FK0FQMHBRZOWLHFLsSIlro7KK4TP6PP2s8pQfuy1i7dxAUrgXjcBMhyRL2FLB5nzAOSe68dYgAX4Cd5kd9PSx5S2on3cgdQjKc57Ux0q2x6xBgPZEg79IS06GoLYDPnNtI3HiNmn_YFCR8r15zKcKT5z66-8d3DA3R3Js4qC01QWNb_iE__6JRogWPdcpK4OIAg0yWcUlq9bohXFVMEpefrt49ttxD3SUcPU3GwFOB1yIEuTQO0GesSDP9oztCU_qSVKXEzsXkFSKOqnhRBrm-dzUALyg4kc1fx91J-pTjfUV5A9OWf06eoDyGJ0qs_4dDlwruwTIw9sTUGOHzE4__zx9H8HAZatDUDrpC-ydFNKm-1cRg_6FqaAlQ7b6K5cO7LNDDoQgHDWB55DY8H-SMkqomMzgaxMmFIk5XC_jnOXhAPkifJ7O3cJq5YhkNvWPiroqrcodJwpGS45TRiMf0NaziSlvlpEp7x8E5g1Fnx5pw_XSyIvABXInvRj058jCkmk933QRqsy3aY2BV6DBY942Q9LrX_raGcKAPqeoxXNoBFNT3p5lrqnPduO7pJJHu5-QgshPhLCqgUNGjRiHAvViTlWB4Uug2cMmjWRET5MvoWFSO-8kqzOVIs1Na7mCfbrAclyCOL3Vh0wqBP-sLjlfKZf2izfm26PMUVH0G-hogocMPKRHql3hWcjJI10zj6KoFvir3gP-1k2PcKbw6taZz1ReUeUuuELLM8oEgBP8IpWs5LhmgkEVcdANwe4MGECnH16g==",
"id": "rs_0c49c73222d1e58b016a0763a630e4819183c1aa00ca2a5b60",
"summary": [
{
"type": "summary_text",
"text": "**Considering button features**\n\nI'm thinking about the Wallet page and how we might use `st.button` with `disabled=True` for non-MVP features instead of the action button. It seems like a simple patch. I don't think tests need to require that wallet actions are functional, so this could streamline things a bit. Overall, it appears manageable!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n@@ -54,10 +54,7 @@\\n read_only_hint(st)\\n cols = st.columns(len(detail[\\\"actions\\\"]))\\n for col, action in zip(cols, detail[\\\"actions\\\"]):\\n- if action_button(col, action, key=f\\\"wallet_action_{action}\\\"):\\n- mapped = \\\"Transfer zwischen Wallets\\\" if action == \\\"Transfer aus Wallet\\\" else (\\\"Coin hinzufügen\\\" if action == \\\"Coin in Wallet hinzufügen\\\" else action)\\n- open_crypto_manage(st, mapped, wallet_id=selected_row[\\\"_wallet_id\\\"])\\n- st.info(f\\\"{action}: Formular im Crypto-Manage-Bereich vorbereitet.\\\")\\n+ col.button(action, key=f\\\"wallet_action_{action}\\\", disabled=True, help=\\\"Wallet-Schreibflows sind im User Mode bewusst deaktiviert; bitte später im Admin/Debug-Workflow nutzen.\\\")\\n \\n with st.expander(\\\"Neues Wallet / Wallet bearbeiten\\\"):\\n if not edit_mode_enabled(st):\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n@@ -3,7 +3,6 @@\\n from jarvis_finance.crypto.wallets import create_wallet, update_wallet, VALID_WALLET_TYPES\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.dashboard import data\\n-from jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, open_crypto_manage, read_only_hint\\n \\n PAGE_TITLE = \\\"Wallets\\\"\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [52:12] \\\"edit_mode_enabled\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [53:9] \\\"read_only_hint\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [59:16] \\\"edit_mode_enabled\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [60:13] \\\"read_only_hint\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [68:55] \\\"edit_mode_enabled\\\" is not defined [reportUndefinedVariable] (Pyright)\\n\"}",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\\n@@ -3,6 +3,7 @@\\n from jarvis_finance.crypto.wallets import create_wallet, update_wallet, VALID_WALLET_TYPES\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.dashboard import data\\n+from jarvis_finance.dashboard.actions import edit_mode_enabled, read_only_hint\\n \\n PAGE_TITLE = \\\"Wallets\\\"\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_05_wallets.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"role": "tool",
"content": "{\"output\": \"........................................................................ [ 29%]\\n........................................................................ [ 59%]\\n........................................................................ [ 89%]\\n.......................... [100%]\\n242 passed in 15.15s\\nGIT_SAFETY_OK\\n M src/jarvis_finance/dashboard/views/page_05_wallets.py\", \"exit_code\": 0, \"error\": null}",
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"call_id": "call_C4CTlNjaYoqqKh15OfMvVX8d",
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"arguments": "{\"command\":\"set -e\\ngit add -A\\ngit commit -m \\\"fix: disable incomplete wallet user actions\\\"\\npython - <<'PY' >/tmp/fm_push_env\\nfrom pathlib import Path\\nimport csv, re, shlex\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text().strip()\\ntoken=''\\ntry:\\n rows=list(csv.reader(text.splitlines()))\\n for c in [c.strip() for row in rows for c in row if c.strip()]:\\n if c.startswith('github_pat_') or c.startswith('ghp_'):\\n token=c; break\\nexcept Exception: pass\\nif not token:\\n m=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9]+)', text)\\n token=m.group(1) if m else ''\\nif not token:\\n raise SystemExit('token not found')\\nprint('export GITHUB_TOKEN='+shlex.quote(token))\\nPY\\n. /tmp/fm_push_env\\ngit push https://x-access-token:${GITHUB_TOKEN}@github.com/Gamexgit/FinanceManager.git main\\ngit fetch https://x-access-token:${GITHUB_TOKEN}@github.com/Gamexgit/FinanceManager.git main:refs/remotes/origin/main\\ngit rev-parse --short HEAD\\ngit status --branch --short\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"content": "{\"output\": \"[main 5fc8308] fix: disable incomplete wallet user actions\\n 1 file changed, 2 insertions(+), 5 deletions(-)\\nTo https://github.com/Gamexgit/FinanceManager.git\\n 777da3b..5fc8308 main -> main\\nVon https://github.com/Gamexgit/FinanceManager\\n 777da3b..5fc8308 main -> origin/main\\n5fc8308\\n## main...origin/main\", \"exit_code\": 0, \"error\": null}",
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"content": "Sir, erledigt. Der Sprint ist jetzt sauber abgeschlossen *und* der Usability Simplification Pass ist committed und gepusht.\n\n## Abschlussstatus\n\n**Cleanup erledigt:** ja \n- `.pytest_cache` entfernt \n- `__pycache__` entfernt \n- keine Test-/Cache-Artefakte im Git-Status\n\n**Tests:** bestanden \n- `PYTHONPATH=src python -m compileall -q src tests`: OK \n- `PYTHONPATH=src pytest -q`: **242 passed**\n\n**Git-Safety:** OK \n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- Ergebnis: **GIT_SAFETY_OK**\n\n**Whitespace/Diff Check:** OK \n- `git diff --check`: OK\n\n**Git Status:** sauber \n- `## main...origin/main`\n- keine uncommitted Änderungen\n\n## Commits und Push\n\n**Functional UX Stabilization Sprint Commit:** \n- `224e0b4 fix: stabilize finance dashboard UX flows`\n\n**Usability Simplification Commits:** \n- `ca7e5ac feat: simplify finance dashboard user mode`\n- `777da3b fix: disable incomplete command center shortcuts`\n- `5fc8308 fix: disable incomplete wallet user actions`\n\n**Aktueller HEAD:** \n- `5fc8308`\n\n**Push-Status:** \n- erfolgreich auf `main` gepusht \n- `origin/main` aktualisiert \n- lokaler Branch synchron mit `origin/main`\n\n## Streamlit-Autopages\n\n**Streamlit-Autopages verschwunden:** ja \n- Numeric Auto-Pages unter `src/jarvis_finance/dashboard/pages/[0-9][0-9]_*.py`: `[]`\n- Damit keine doppelte Navigation durch Streamlit-Autodiscovery.\n\n## User Mode Navigation\n\nUser Mode zeigt jetzt nur:\n\n- Command Center\n- Crypto\n- Wallets\n- Reports\n\nAus User Mode entfernt bzw. nur noch Admin/Debug:\n\n- Portfolio\n- Equities/ETFs\n- Watchlist\n- Ledger\n- Audit\n- Alerts\n- Data Quality\n- Import Wizard\n- Manual Review Queue\n- Settings\n- Manage-Seiten\n- halbfertige/technische Seiten\n\nAdmin/Debug enthält weiterhin die technischen Bereiche, aber nicht mehr prominent im Alltag. Sehr zivilisiert — fast verdächtig.\n\n## UX-Vereinfachung umgesetzt\n\n### Command Center\n\nJetzt ruhiger und kompakter:\n\n- maximal 5 Cards:\n - Gesamtportfolio CHF\n - Crypto CHF\n - Aktien/ETF CHF bzw. „noch nicht bewertet“\n - Kritische Punkte\n - Letztes Preisupdate\n- Bereich **Was ist wichtig?**\n - maximal 3 Hinweise\n - keine technischen IDs\n - keine `rule_id`, `entity_id`, `instrument-*`\n- Top 5 Crypto-Positionen\n- Alert-Liste nur noch zusammengefasst:\n - Kritisch\n - Wichtig\n - Info\n\nEquity/ETF wird bei fehlender Bewertung nicht mehr prominent als `CHF 0.00` verkauft. Stattdessen: **Bewertung unvollständig**.\n\n### Crypto-Seite\n\nVereinfacht auf Crypto-MVP:\n\nOben:\n\n- Gesamtwert\n- Coins\n- Wallets\n- letztes Preisupdate\n- grösste Position\n\nDann:\n\n- Allokation nach Coin\n- Allokation nach Wallet\n- Top 10 + „Andere“ vorbereitet\n- kompakte Positionstabelle\n\nPositionsspalten jetzt kompakt:\n\n- Coin\n- Symbol\n- Gesamtmenge\n- Gesamtwert CHF\n- Anteil\n- Wallets\n- Status\n\n`Kurs CHF` ist aus der Hauptübersicht entfernt und nur noch im Detail sichtbar.\n\n### Position auswählen / Detailpanel\n\nUmgesetzt:\n\n- Überschrift **Position auswählen**\n- prominente Selectbox\n- nach Auswahl Detailpanel\n- Detailpanel mit Buttons\n\nDirekt funktionierende Crypto-Detailaktionen:\n\n- Bestand hinzufügen → öffnet Inline-Formular direkt\n- Korrigieren → öffnet Inline-Formular direkt\n- Transfer → öffnet Inline-Formular direkt\n- Auf 0 setzen → öffnet Bestätigungsformular direkt\n- Verlauf → zeigt Verlauf/Audit-ähnliche Transaktionshistorie für den Coin\n\nRead-only Mode:\n\n- Schreibbuttons sichtbar, aber deaktiviert\n- Hinweis: „Bearbeiten aktivieren, um Änderungen vorzunehmen.“\n\nEdit Mode:\n\n- Crypto-Detailbuttons öffnen direkt den passenden Flow auf derselben Seite.\n- Kein „Kontext setzen und irgendwo suchen“-Theater mehr.\n\n### Wallet-Seite\n\nVereinfacht:\n\nOben:\n\n- Gesamtwert Wallets\n- Anzahl Wallets\n- grösstes Wallet\n- fehlende Verifikationen\n\nWallet-Liste:\n\n- Wallet\n- Typ\n- Wert CHF\n- Anzahl Coins\n- Status\n\nNach Auswahl:\n\n- Wallet Detail\n- Coins in Wallet\n- keine technischen IDs\n- keine Importnotizen\n\nWallet-Schreibaktionen im User Mode sind aktuell bewusst **deaktiviert**, damit keine Fake-Buttons sichtbar sind. Die vollständigen Wallet-Schreibflows bleiben Admin/Debug bzw. späterem dedizierten Flow vorbehalten.\n\n### Reports-Seite\n\nBleibt minimal funktional:\n\n- Crypto-Report erzeugen: funktioniert\n- letzte Reports anzeigen\n- Report-Pfad anzeigen\n- Format HTML/PDF\n- Data-Quality-Anzeige\n- Portfolio-Report bleibt deaktiviert: „kommt später“\n\n## Buttons\n\n### Direkt funktionierend\n\n- Crypto → Preise aktualisieren\n- Reports → Crypto-Report erzeugen\n- Command Center → Preise aktualisieren\n- Command Center → Crypto-Report erzeugen\n- Crypto Detail → Bestand hinzufügen\n- Crypto Detail → Korrigieren\n- Crypto Detail → Transfer\n- Crypto Detail → Auf 0 setzen\n- Crypto Detail → Verlauf\n\n### Bewusst deaktiviert / nicht als Fake aktiv\n\n- Command Center → Coin hinzufügen \n - deaktiviert, Hinweis auf Crypto-Seite\n- Command Center → Wallet öffnen \n - deaktiviert, Hinweis auf Wallets-Seite\n- Wallet User Mode Schreibaktionen \n - deaktiviert, weil noch kein sauberer Inline-Flow\n- Portfolio-Report \n - deaktiviert, „kommt später“\n\n## Technische IDs / Importnotizen\n\nUser Mode wurde hart entschlackt. Tests prüfen u.a.:\n\n- keine `asset_id`\n- keine `wallet_id`\n- keine `instrument_id`\n- keine `entity_id`\n- keine `source_id`\n- keine `rule_id`\n- keine Raw-/Importnotizen wie `productive initial crypto snapshot import...`\n\n## Statusformulierungen\n\nStatuswerte wurden nutzerfreundlicher gemappt, u.a.:\n\n- `fresh` → Aktuell\n- `stale` → Veraltet\n- `missing` / `missing_price` → Fehlt / Preis fehlt\n- `missing_fx` → FX-Kurs fehlt\n- `cost_basis_uncertain` → Einstand unvollständig\n- `incomplete` → Unvollständig\n- `warning` → Hinweis\n\n## Neue Tests\n\nErgänzt wurde:\n\n`tests/unit/test_dashboard_usability_simplification.py`\n\nAbgedeckt u.a.:\n\n- User Mode Navigation nur erlaubte Seiten\n- keine Streamlit-Autopages\n- Command Center maximal 3 wichtige Hinweise\n- keine technischen IDs im Command Center\n- kompakte Crypto-Spalten\n- Coin Detail öffnet nach Auswahl\n- Bestand hinzufügen öffnet Formular direkt\n- Korrigieren öffnet Formular direkt\n- Transfer öffnet Formular direkt\n- Auf 0 setzen öffnet Bestätigung direkt\n- Read-only deaktiviert Schreibaktionen\n- Edit Mode aktiviert Schreibaktionen\n- Wallet-Seite ohne technische IDs\n- Reports-Seite erzeugt Crypto-Report\n- Equity/ETF wird bei fehlender Bewertung nicht als `CHF 0.00` prominent dargestellt\n- Git-Safety bleibt sauber\n\n## Streamlit Reload\n\nJa, bitte Streamlit neu starten, weil Python-Code geändert wurde.\n\nExakt:\n\n```bash\ncd /home/agent/.hermes/repos/FinanceManager\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\nPYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n```\n\n### Browser\n\n- **Browser-Refresh:** ja, nach Neustart einmal refreshen.\n- **Alter Streamlit-Prozess stoppen:** ja, falls bereits ein Prozess auf Port `8501` läuft. Sonst blockiert der Port.\n- **localhost:8501:** ja, weiterhin verwenden.\n\n## Offene Grenzen\n\n- Wallet-Schreibaktionen sind im User Mode bewusst deaktiviert, nicht halb-aktiv.\n- Command-Center-Shortcuts „Coin hinzufügen“ und „Wallet öffnen“ sind deaktiviert, bis sie wirklich sauber direkt navigieren/formularisieren können.\n- Equity/ETF bleibt im User Mode zurückgestellt, solange Bewertung/FX/Preise unvollständig sind.\n- Portfolio-Seite ist aus User Mode entfernt.\n- Portfolio-Report bleibt deaktiviert.\n- Crypto ist jetzt klar der Haupt-MVP und direkt bedienbar.",
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"text": "Sir, erledigt. Der Sprint ist jetzt sauber abgeschlossen *und* der Usability Simplification Pass ist committed und gepusht.\n\n## Abschlussstatus\n\n**Cleanup erledigt:** ja \n- `.pytest_cache` entfernt \n- `__pycache__` entfernt \n- keine Test-/Cache-Artefakte im Git-Status\n\n**Tests:** bestanden \n- `PYTHONPATH=src python -m compileall -q src tests`: OK \n- `PYTHONPATH=src pytest -q`: **242 passed**\n\n**Git-Safety:** OK \n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- Ergebnis: **GIT_SAFETY_OK**\n\n**Whitespace/Diff Check:** OK \n- `git diff --check`: OK\n\n**Git Status:** sauber \n- `## main...origin/main`\n- keine uncommitted Änderungen\n\n## Commits und Push\n\n**Functional UX Stabilization Sprint Commit:** \n- `224e0b4 fix: stabilize finance dashboard UX flows`\n\n**Usability Simplification Commits:** \n- `ca7e5ac feat: simplify finance dashboard user mode`\n- `777da3b fix: disable incomplete command center shortcuts`\n- `5fc8308 fix: disable incomplete wallet user actions`\n\n**Aktueller HEAD:** \n- `5fc8308`\n\n**Push-Status:** \n- erfolgreich auf `main` gepusht \n- `origin/main` aktualisiert \n- lokaler Branch synchron mit `origin/main`\n\n## Streamlit-Autopages\n\n**Streamlit-Autopages verschwunden:** ja \n- Numeric Auto-Pages unter `src/jarvis_finance/dashboard/pages/[0-9][0-9]_*.py`: `[]`\n- Damit keine doppelte Navigation durch Streamlit-Autodiscovery.\n\n## User Mode Navigation\n\nUser Mode zeigt jetzt nur:\n\n- Command Center\n- Crypto\n- Wallets\n- Reports\n\nAus User Mode entfernt bzw. nur noch Admin/Debug:\n\n- Portfolio\n- Equities/ETFs\n- Watchlist\n- Ledger\n- Audit\n- Alerts\n- Data Quality\n- Import Wizard\n- Manual Review Queue\n- Settings\n- Manage-Seiten\n- halbfertige/technische Seiten\n\nAdmin/Debug enthält weiterhin die technischen Bereiche, aber nicht mehr prominent im Alltag. Sehr zivilisiert — fast verdächtig.\n\n## UX-Vereinfachung umgesetzt\n\n### Command Center\n\nJetzt ruhiger und kompakter:\n\n- maximal 5 Cards:\n - Gesamtportfolio CHF\n - Crypto CHF\n - Aktien/ETF CHF bzw. „noch nicht bewertet“\n - Kritische Punkte\n - Letztes Preisupdate\n- Bereich **Was ist wichtig?**\n - maximal 3 Hinweise\n - keine technischen IDs\n - keine `rule_id`, `entity_id`, `instrument-*`\n- Top 5 Crypto-Positionen\n- Alert-Liste nur noch zusammengefasst:\n - Kritisch\n - Wichtig\n - Info\n\nEquity/ETF wird bei fehlender Bewertung nicht mehr prominent als `CHF 0.00` verkauft. Stattdessen: **Bewertung unvollständig**.\n\n### Crypto-Seite\n\nVereinfacht auf Crypto-MVP:\n\nOben:\n\n- Gesamtwert\n- Coins\n- Wallets\n- letztes Preisupdate\n- grösste Position\n\nDann:\n\n- Allokation nach Coin\n- Allokation nach Wallet\n- Top 10 + „Andere“ vorbereitet\n- kompakte Positionstabelle\n\nPositionsspalten jetzt kompakt:\n\n- Coin\n- Symbol\n- Gesamtmenge\n- Gesamtwert CHF\n- Anteil\n- Wallets\n- Status\n\n`Kurs CHF` ist aus der Hauptübersicht entfernt und nur noch im Detail sichtbar.\n\n### Position auswählen / Detailpanel\n\nUmgesetzt:\n\n- Überschrift **Position auswählen**\n- prominente Selectbox\n- nach Auswahl Detailpanel\n- Detailpanel mit Buttons\n\nDirekt funktionierende Crypto-Detailaktionen:\n\n- Bestand hinzufügen → öffnet Inline-Formular direkt\n- Korrigieren → öffnet Inline-Formular direkt\n- Transfer → öffnet Inline-Formular direkt\n- Auf 0 setzen → öffnet Bestätigungsformular direkt\n- Verlauf → zeigt Verlauf/Audit-ähnliche Transaktionshistorie für den Coin\n\nRead-only Mode:\n\n- Schreibbuttons sichtbar, aber deaktiviert\n- Hinweis: „Bearbeiten aktivieren, um Änderungen vorzunehmen.“\n\nEdit Mode:\n\n- Crypto-Detailbuttons öffnen direkt den passenden Flow auf derselben Seite.\n- Kein „Kontext setzen und irgendwo suchen“-Theater mehr.\n\n### Wallet-Seite\n\nVereinfacht:\n\nOben:\n\n- Gesamtwert Wallets\n- Anzahl Wallets\n- grösstes Wallet\n- fehlende Verifikationen\n\nWallet-Liste:\n\n- Wallet\n- Typ\n- Wert CHF\n- Anzahl Coins\n- Status\n\nNach Auswahl:\n\n- Wallet Detail\n- Coins in Wallet\n- keine technischen IDs\n- keine Importnotizen\n\nWallet-Schreibaktionen im User Mode sind aktuell bewusst **deaktiviert**, damit keine Fake-Buttons sichtbar sind. Die vollständigen Wallet-Schreibflows bleiben Admin/Debug bzw. späterem dedizierten Flow vorbehalten.\n\n### Reports-Seite\n\nBleibt minimal funktional:\n\n- Crypto-Report erzeugen: funktioniert\n- letzte Reports anzeigen\n- Report-Pfad anzeigen\n- Format HTML/PDF\n- Data-Quality-Anzeige\n- Portfolio-Report bleibt deaktiviert: „kommt später“\n\n## Buttons\n\n### Direkt funktionierend\n\n- Crypto → Preise aktualisieren\n- Reports → Crypto-Report erzeugen\n- Command Center → Preise aktualisieren\n- Command Center → Crypto-Report erzeugen\n- Crypto Detail → Bestand hinzufügen\n- Crypto Detail → Korrigieren\n- Crypto Detail → Transfer\n- Crypto Detail → Auf 0 setzen\n- Crypto Detail → Verlauf\n\n### Bewusst deaktiviert / nicht als Fake aktiv\n\n- Command Center → Coin hinzufügen \n - deaktiviert, Hinweis auf Crypto-Seite\n- Command Center → Wallet öffnen \n - deaktiviert, Hinweis auf Wallets-Seite\n- Wallet User Mode Schreibaktionen \n - deaktiviert, weil noch kein sauberer Inline-Flow\n- Portfolio-Report \n - deaktiviert, „kommt später“\n\n## Technische IDs / Importnotizen\n\nUser Mode wurde hart entschlackt. Tests prüfen u.a.:\n\n- keine `asset_id`\n- keine `wallet_id`\n- keine `instrument_id`\n- keine `entity_id`\n- keine `source_id`\n- keine `rule_id`\n- keine Raw-/Importnotizen wie `productive initial crypto snapshot import...`\n\n## Statusformulierungen\n\nStatuswerte wurden nutzerfreundlicher gemappt, u.a.:\n\n- `fresh` → Aktuell\n- `stale` → Veraltet\n- `missing` / `missing_price` → Fehlt / Preis fehlt\n- `missing_fx` → FX-Kurs fehlt\n- `cost_basis_uncertain` → Einstand unvollständig\n- `incomplete` → Unvollständig\n- `warning` → Hinweis\n\n## Neue Tests\n\nErgänzt wurde:\n\n`tests/unit/test_dashboard_usability_simplification.py`\n\nAbgedeckt u.a.:\n\n- User Mode Navigation nur erlaubte Seiten\n- keine Streamlit-Autopages\n- Command Center maximal 3 wichtige Hinweise\n- keine technischen IDs im Command Center\n- kompakte Crypto-Spalten\n- Coin Detail öffnet nach Auswahl\n- Bestand hinzufügen öffnet Formular direkt\n- Korrigieren öffnet Formular direkt\n- Transfer öffnet Formular direkt\n- Auf 0 setzen öffnet Bestätigung direkt\n- Read-only deaktiviert Schreibaktionen\n- Edit Mode aktiviert Schreibaktionen\n- Wallet-Seite ohne technische IDs\n- Reports-Seite erzeugt Crypto-Report\n- Equity/ETF wird bei fehlender Bewertung nicht als `CHF 0.00` prominent dargestellt\n- Git-Safety bleibt sauber\n\n## Streamlit Reload\n\nJa, bitte Streamlit neu starten, weil Python-Code geändert wurde.\n\nExakt:\n\n```bash\ncd /home/agent/.hermes/repos/FinanceManager\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\nPYTHONPATH=src python -m streamlit run src/jarvis_finance/app.py --server.address 0.0.0.0 --server.port 8501\n```\n\n### Browser\n\n- **Browser-Refresh:** ja, nach Neustart einmal refreshen.\n- **Alter Streamlit-Prozess stoppen:** ja, falls bereits ein Prozess auf Port `8501` läuft. Sonst blockiert der Port.\n- **localhost:8501:** ja, weiterhin verwenden.\n\n## Offene Grenzen\n\n- Wallet-Schreibaktionen sind im User Mode bewusst deaktiviert, nicht halb-aktiv.\n- Command-Center-Shortcuts „Coin hinzufügen“ und „Wallet öffnen“ sind deaktiviert, bis sie wirklich sauber direkt navigieren/formularisieren können.\n- Equity/ETF bleibt im User Mode zurückgestellt, solange Bewertung/FX/Preise unvollständig sind.\n- Portfolio-Seite ist aus User Mode entfernt.\n- Portfolio-Report bleibt deaktiviert.\n- Crypto ist jetzt klar der Haupt-MVP und direkt bedienbar."
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"content": "[M G] Sehr gut. Der Usability-Sprint ist akzeptiert. Wir starten jetzt keinen weiteren UI-Sprint, sondern gehen zur Datenvollständigkeit über.\n\nIch habe die Crypto-Datei aktualisiert:\n\n260514_ Zusammenstellung aller Coins_angepasst.xlsx\n\nDiese Datei liegt auf Google Drive. Ich habe bei allen Coins die CoinGecko-API-ID ergänzt, jeweils in der Zeile vor dem Coin. Damit sollte die Coin-Zuordnung deutlich eindeutiger möglich sein.\n\nBitte arbeite jetzt in zwei klar getrennten Blöcken:\n\n# Block A: Crypto-Bestände mit angepasster Datei vervollständigen\n\nZiel:\nDie bisher fehlenden/ausgelassenen Crypto-Coins sollen anhand der neuen CoinGecko-IDs kontrolliert ergänzt werden.\n\nWichtig:\n\n* Keine echten Daten ins Git-Repo.\n* Keine echten Mengen/Werte im Chat ausgeben.\n* Keine XLSX/CSV/DB/Reports ins Repo.\n* Runtime-Daten bleiben außerhalb Git.\n* Vor jedem produktiven Schreiben Runtime-DB sichern.\n* Keine stillen Überschreibungen.\n* Existing Holdings nicht duplizieren.\n* Änderungen auditierbar speichern.\n* Mengen weiterhin als Decimal/Text, niemals Float.\n* Legacy-CHF-Werte aus Excel weiterhin ignorieren.\n* Dashboard berechnet Werte selbst über lokale Preis-/CoinGecko-Daten.\n\n## A1. Preflight\n\nBitte zuerst:\n\n* Git Status prüfen\n* Git-Safety prüfen\n* Runtime-DB-Pfad prüfen\n* Backup der Runtime-DB erzeugen\n* bestätigen, dass Backup außerhalb Repo liegt\n* angepasste XLSX nur temporär aus Google Drive lesen\n* keine Datei ins Repo kopieren\n\n## A2. Struktur der neuen Datei analysieren\n\nBitte prüfen:\n\n* Ist die Struktur gleich wie bei der bisherigen Datei?\n* Wie genau sind die CoinGecko-IDs eingefügt?\n* Steht die CoinGecko-ID tatsächlich in der Zeile vor dem jeweiligen Coin?\n* Kann jede Coin-Zeile eindeutig der vorherigen CoinGecko-ID-Zeile zugeordnet werden?\n* Gibt es fehlende, leere oder offensichtlich ungültige CoinGecko-IDs?\n* Gibt es weiterhin Coins ohne eindeutige ID?\n\nBitte keine Mengen/Werte ausgeben.\n\n## A3. CoinGecko-ID-Validierung\n\nBitte die IDs gegen CoinGecko validieren, aber ohne Preisimport im normalen Rendern.\n\nPrüfen:\n\n* ID existiert\n* ID passt semantisch zum Coin-Label\n* Symbol passt ungefähr\n* bei Konflikten nicht automatisch importieren\n* Konflikte als needs_manual_review markieren\n\nWenn eine CoinGecko-ID in der Datei eindeutig ist, darf sie als Mapping verwendet werden.\n\n## A4. Importlogik\n\nBitte beim Import unterscheiden:\n\n1. Coin/Wallet/Holding existiert bereits exakt\n → nicht duplizieren, nur als existing zählen.\n\n2. Asset existiert, aber Holding für Wallet fehlt\n → neue initial_snapshot_addition anlegen.\n\n3. Asset fehlt, aber CoinGecko-ID ist gültig/eindeutig\n → Asset anlegen und Holding als Initial Snapshot ergänzen.\n\n4. CoinGecko-ID fehlt/ungültig/konfliktträchtig\n → nicht importieren, als skipped/needs_manual_review zählen.\n\n5. Bestehendes Asset hat andere CoinGecko-ID als neue Datei\n → nicht überschreiben, als mapping_conflict zählen.\n\nSnapshot-Stichtag bleibt:\n\n31.12.2025\n\nintern:\n\n2025-12-31\n\n## A5. Dry Run zuerst\n\nBitte zuerst einen Dry Run durchführen:\n\nBericht nur aggregiert:\n\n* Anzahl Coin-Zeilen gelesen\n* Anzahl CoinGecko-ID-Zeilen erkannt\n* Anzahl gültige CoinGecko-IDs\n* Anzahl ungültige/fehlende IDs\n* Anzahl bestehende Assets\n* Anzahl neue Assets, die importierbar wären\n* Anzahl bestehende Holdings\n* Anzahl neue Holdings, die importierbar wären\n* Anzahl Konflikte\n* Anzahl skipped\n* Anzahl Decimal-Probleme\n* Anzahl Formel-/Scientific-Notation-Fälle\n* Import technisch möglich: ja/nein\n\nKeine Mengen/Werte im Bericht.\n\n## A6. Produktiver Import nur wenn Dry Run sauber ist\n\nWenn der Dry Run keine Blocker enthält, darfst du die eindeutig importierbaren fehlenden Coins produktiv in die Runtime-DB übernehmen.\n\nDabei:\n\n* nur fehlende/klare Coins ergänzen\n* keine bestehenden Holdings überschreiben\n* keine Mengen aus Chat ausgeben\n* Audit-Log schreiben\n* Import-Session schreiben\n* Git-Safety danach prüfen\n* Git Status danach prüfen\n* Dashboard/Report Context prüfen\n\nWenn Blocker auftreten:\n\n* nicht produktiv importieren\n* Bericht mit Problemkategorien\n* keine echten Werte ausgeben\n\n## A7.\nNachkontrolle\nBitte prüfen und berichten:\n\n* Import durchgeführt: ja/nein\n* Anzahl neu ergänzte Assets\n* Anzahl neu ergänzte Holdings\n* Anzahl bestehende übersprungen\n* Anzahl weiterhin ausgelassene Coins\n* Anzahl Mapping-Konflikte\n* Anzahl Fehler\n* Audit-Log erstellt: ja/nein\n* Import-Session erstellt: ja/nein\n* Dashboard Crypto enthält neue Coins: ja/nein\n* Report Context enthält neue Coins: ja/nein\n* Git-Safety Ergebnis\n* Git Status\n* Backup erstellt: ja/nein\n\nKeine echten Mengen/Werte ausgeben.\n\n# Block B: True Wealth und PostFinance Aktien/ETF vorbereiten\n\nNach Block A bitte noch keinen produktiven Aktien-/ETF-Import starten, sondern zuerst Mapping/Dry-Run-Vorbereitung.\n\nZiel:\nAlle ETF-Positionen von True Wealth sowie Einzeltitel und ETFs aus dem PostFinance-Portfolio sollen später ins System integriert werden.\n\nWichtig:\n\n* Erst Mapping/Analyse/Dry Run.\n* Kein produktiver Import ohne meine Freigabe.\n* Keine echten Werte in Git.\n* Keine echten Positionswerte im Chat.\n* Keine Broker-Dateien ins Repo.\n* Keine erfundene Transaktionshistorie.\n* Wenn keine vollständige Historie vorhanden ist, Import als Initial Snapshot.\n\n## B1. Quellen analysieren\n\nBitte die vorhandenen Portfolio-Dateien aus Google Drive strukturell analysieren:\n\n* True Wealth: alle ETF-Positionen\n* PostFinance: Einzeltitel und ETFs\n* Cashpositionen nur markieren, aber nicht automatisch importieren, falls unklar\n\nBitte prüfen:\n\n* Dateityp\n* Stichtag\n* Plattform\n* Konto/Depot\n* Positionen\n* ISIN\n* Ticker\n* Name\n* Menge\n* Währung\n* Einstand / Cost Basis, falls vorhanden\n* Marktwert, falls vorhanden\n* Preis/Kurs, falls vorhanden\n* Gebühren/Steuern, falls vorhanden\n* ob vollständige Transaktionshistorie fehlt\n\nKeine echten Mengen/Werte im Chat ausgeben.\n\n## B2. Mapping-Regeln Aktien/ETFs\n\nBitte Mapping auf unser Modell vorbereiten:\n\n* Plattform → platforms\n* Depot/Konto → accounts\n* Instrument → instruments\n* ISIN → primäre Identifikation\n* Ticker → sekundär\n* Exchange → optional\n* Währung → Pflicht\n* Menge → initial_position_snapshot\n* Einstand / Cost Basis → übernehmen, falls vorhanden, aber Qualität markieren\n* Marktwert aus Broker-Auszug → Snapshot-/Kontrollwert, nicht zwingend aktuelle Bewertung\n* aktuelle Bewertung später über Market-Data-Provider\n* fehlende Cost Basis → cost_basis_uncertain\n* fehlender Marktpreis → missing_market_price\n* fehlender FX → fx_missing, aber differenziert nach aktueller Bewertung vs Performance-Historie\n\n## B3. Provider-Mapping vorbereiten\n\nBitte für Aktien/ETFs ein Provider-Mapping vorbereiten:\n\n* bevorzugt ISIN + Ticker + Exchange\n* für US-ETFs ggf. Provider-Symbol wie VTI, VGT, VWO\n* für Schweizer/Europäische Titel Börsenplatz berücksichtigen\n* unklare Mappings nicht automatisch importieren\n* Mapping-Status:\n\n * confirmed\n * probable\n * needs_manual_review\n * missing\n\n## B4. Dry Run für Aktien/ETFs\n\nBitte nur Dry Run:\n\nBericht aggregiert:\n\n* Anzahl Dateien analysiert\n* Anzahl Positionen erkannt\n* Anzahl True-Wealth-Positionen erkannt\n* Anzahl PostFinance-Positionen erkannt\n* Anzahl ETFs\n* Anzahl Einzeltitel\n* Anzahl Positionen mit ISIN\n* Anzahl Positionen ohne ISIN\n* Anzahl Positionen mit Ticker\n* Anzahl Positionen mit Währung\n* Anzahl Positionen mit Cost Basis\n* Anzahl Positionen ohne Cost Basis\n* Anzahl eindeutige Provider-Mappings\n* Anzahl unsichere Provider-Mappings\n* Anzahl blockierte Positionen\n* ob produktiver Initial-Snapshot-Import technisch möglich wäre\n\nKeine echten Beträge/Mengen im Chat.\n\n## B5. Noch kein produktiver Import Aktien/ETF\n\nBitte nach dem Dry Run stoppen und berichten.\n\nProduktiver Import von True Wealth/PostFinance erfolgt erst nach meiner Freigabe.\n\n# Block C: Abschlussbericht\n\nBitte nach Block A und B berichten:\n\n* Crypto angepasst importiert: ja/nein\n* Crypto neue Assets/Holdings aggregiert\n* Crypto offene Konflikte\n* Aktien/ETF-Dateien analysiert: ja/nein\n* Aktien/ETF Dry-Run Ergebnis aggregiert\n* ob True Wealth/PostFinance grundsätzlich importfähig sind\n* offene Entscheidungen\n* Git-Safety\n* Git Status\n* Backup-Status\n* ob ein Commit nötig war\n* falls Code geändert wurde: Commit und Push\n\nWich\ntig:\nWenn nur Runtime-Daten importiert wurden und kein Code geändert wurde, ist kein Git-Commit nötig. Trotzdem Git-Safety und Git Status prüfen.\n\nBitte keine echten Mengen, Marktwerte, Depotwerte oder Wallet-Bestände im Chat ausgeben."
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"reasoning": "**Searching for finance skills**\n\nI realize we need to take action and think about which finance skills are relevant right now. I’m considering using tools like finance and possibly Google Workspace. Maybe even GitHub could come into play here. And of course, I should load Google Drive to keep everything organized. It feels like an interesting mix, but I'm focused on finding the right skills and resources!",
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"reasoning_content": "**Searching for finance skills**\n\nI realize we need to take action and think about which finance skills are relevant right now. I’m considering using tools like finance and possibly Google Workspace. Maybe even GitHub could come into play here. And of course, I should load Google Drive to keep everything organized. It feels like an interesting mix, but I'm focused on finding the right skills and resources!",
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"text": "**Searching for finance skills**\n\nI realize we need to take action and think about which finance skills are relevant right now. I’m considering using tools like finance and possibly Google Workspace. Maybe even GitHub could come into play here. And of course, I should load Google Drive to keep everything organized. It feels like an interesting mix, but I'm focused on finding the right skills and resources!"
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-single-coin-runtime-test.md` for controlled one-coin productive runtime tests and the coin-vs-holding ambiguity guard, `references/multi-wallet-crypto-and-equity-manage-ui.md` for approved multi-wallet single-coin snapshots, SQLite Decimal/TEXT affinity pitfalls, and synthetic-first Equity/ETF Manage UI patterns, `references/crypto-price-refresh-and-idempotent-btc-runtime.md` for robust batch price refresh and re-run-safe BTC/single-coin runtime checks, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `references/mvp-crypto-manual-management-ui.md` for audited dashboard add/correct/remove crypto holding workflows after an initial snapshot, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules, `references/github-token-push-from-drive.md` for the safe Google-Drive-token push workflow when local FinanceManager commits are ahead of GitHub, `references/runtime-backup-and-broker-mapping.md` for runtime DB backup/restore hardening plus PostFinance/True Wealth/Raiffeisen structural mapping/dry-run rules, `references/import-wizard-mapping-layer.md` for the Phase B1 import wizard, instrument/account mapping, review queue, data-quality and read-only safety pattern, `references/broker-parser-dry-run-pipeline.md` for the Phase B2 synthetic broker parser, dry-run, runtime review-item and UI quality-flag pipeline, `references/controlled-real-broker-dry-run.md` for the Phase B3 controlled real-file dry-run pattern with backup, aggregate-only reporting, runtime-only review items, and no productive position writes, and `references/broker-review-queue-hardening.md` for Phase B4 manual review queue filters, auditable mapping actions, import-readiness gating, dry-run session management, and Data Quality Center hardening without productive portfolio writes, and `references/guided-manual-review-pilot.md` for Phase B5 small-scope runtime metadata pilots that move selected review items to `ready_for_import` without productive imports, `references/broker-import-execution-plan-mini-import.md` for Phase B6 final dry-run execution plans plus exactly-one productive broker mini-import, `references/broker-mini-import-regression-and-corrections.md` for post-mini-import regression, void/correction workflows, backup/restore checks, and one-at-a-time follow-up imports, and `references/broker-mini-import-completion-and-dq-consolidation.md` for completing the last ready True-Wealth mini-import plus active-vs-resolved Data Quality alert consolidation, `references/equity-fx-market-data-phase-c.md` for the local FX/market-data foundation after broker mini-imports and before broader Equity/ETF valuation/imports, and `references/true-wealth-valuation-pilot-c2.md` for the True-Wealth valuation pilot safeguards around hedge metadata, provider mappings, historical FX failures, timestamp alignment, corporate-action flags, and aggregate-only runtime reporting, `references/true-wealth-mapping-candidate-review-c3.md` for the controlled mapping-candidate review pattern before any productive Equity/ETF price or FX valuation, `references/instrument-catalog-manual-add-workflow.md` for the general Instrument Catalog + dashboard manual-add workflow that must underpin future Equity/ETF/Crypto adds, and `references/public-instrument-lookup-candidate-generator.md` for runtime-only public metadata lookups, candidate review packs, alert dedupe, and no-auto-selection rules, and `references/mapping-candidate-ranking-decision-pack.md` for ranking raw candidates into a manual-review decision aid, Data Quality alerts, confirmation workflow, and migration pitfalls, and `references/dashboard-user-mode-ux-and-runtime-review.md` for User/Admin dashboard navigation, crypto wallet drilldowns, audited Crypto Manage actions, and runtime-only mapping demotion patterns, and `references/dashboard-functional-ux-stabilization.md` for removing duplicate Streamlit navigation, hiding unfinished User Mode pages, enforcing Read-only/Edit Mode button behavior, and testing explicit-click price/report actions, and `references/dashboard-usability-simplification.md` for the stricter MVP User Mode reduction, calm Command Center, compact Crypto/Wallet pages, direct inline action forms, and disabled-not-fake button rule. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- For broker/bank imports (PostFinance, True Wealth, Raiffeisen), build the safe review layer before productive imports: Import Wizard, instrument mappings, platform/account mappings, dry-run summaries, Manual Review Queue, Data Quality Center and visible read-only/write-enabled state. Follow `references/import-wizard-mapping-layer.md`. When wiring parser output into the wizard, use the synthetic-first parser/dry-run/review-item pipeline in `references/broker-parser-dry-run-pipeline.md`. After explicit approval for real-file dry-runs, follow `references/controlled-real-broker-dry-run.md`: preflight, verified runtime backup, temp-only file handling, aggregate-only reporting, runtime-only review items, and verification that productive positions/ledger rows stayed unchanged. When the user asks to make real dry-run results manually editable, follow `references/broker-review-queue-hardening.md`: add filters/detail views, auditable review-metadata actions, per-item/session import-readiness status, dry-run session management, and Data Quality Center counts while keeping productive portfolio writes disabled. For a guided manual-review pilot on real runtime items, follow `references/guided-manual-review-pilot.md`: select 1–3 clear ETF/equity items (prefer True Wealth), write only audited review metadata, correct only presence booleans if needed, derive `ready_for_import` via readiness logic, and verify productive tables remain unchanged. Before the first productive broker position import, follow `references/broker-import-execution-plan-mini-import.md`: create runtime-only execution plans from the ready review items, validate exact Decimal-text payloads from the runtime source, preserve missing FX/cost-basis quality flags, then import exactly one ledger `initial_position_snapshot` after a verified backup; do not write `positions_snapshot` as the source of truth. After the first mini-import and before broader imports, follow `references/broker-mini-import-regression-and-corrections.md`: verify import links/audit/Decimal handling/re-import blocking, add or test safe void/correction flows, run backup/restore-to-test-DB regression, and only then optionally import one more ready plan. When the user approves finishing a remaining small set, follow `references/broker-mini-import-completion-and-dq-consolidation.md`: first disambiguate active vs resolved stale crypto alerts with `check-data-quality --scope crypto --resolve-fixed`, then import exactly one remaining ready execution plan after backup/verify, and consolidate Review Queue/Data Quality counts without exposing values.\\n- Do not pivot into later analytics modules while the user has asked for import/mapping hardening. Monte Carlo, backtesting, rebalancing, scores, heatmaps and projections are later phases unless explicitly re-authorized.\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\n- Manual dashboard additions/corrections/removals after an initial snapshot must follow `references/mvp-crypto-manual-management-ui.md`: no silent `crypto_holdings` mutation, explicit confirmation, mandatory notes for adjustments/removals, audit-log entries with old/new values, Decimal/TEXT quantity handling, no negative holdings, and no live API lookup during render. For dashboard UX/read-model work, also follow `references/dashboard-user-mode-ux-and-runtime-review.md`: split User Mode from Admin/Review/Debug, aggregate coins across wallets, hide technical IDs in normal views, keep cached-price semantics explicit, and make Crypto Manage actions audited workflows rather than raw table edits.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- For Equity/ETF FX and market-data hardening after broker mini-imports, follow `references/equity-fx-market-data-phase-c.md`: validate active `missing_fx` alerts by original transaction currency first, correct only CHF false positives with audit, keep foreign-currency missing-FX alerts active until local historical rates exist, use ISIN as instrument identity and provider symbols only as market-data mappings, and run market-price providers only from explicit CLI/scheduled jobs.\\n- For the True-Wealth valuation pilot, follow `references/true-wealth-valuation-pilot-c2.md`: do not import more positions, do not guess provider symbols or hedge status, extend instrument metadata for currency hedging/status/valuation policy/corporate-action state, handle historical-FX paywalls as `manual_override_required` without crashing, align price/FX timestamps before claiming valuation precision, and report only aggregate runtime counts.\\n- For True-Wealth mapping-candidate review after the valuation pilot, follow `references/true-wealth-mapping-candidate-review-c3.md`: create runtime-only provider-symbol candidates keyed by ISIN/instrument, keep name-only or ticker-without-exchange candidates review-required, mark multiple candidates `needs_manual_review`, do not auto-select final mappings on ambiguity, keep hedge/instrument status unknown until confirmed, and ensure market-price dry runs call no provider when there are zero confirmed mappings. For public metadata lookup implementation details, provider result caps, OpenFIGI/Yahoo evidence handling, alert dedupe, runtime-only review templates, and UI/test requirements, use `references/public-instrument-lookup-candidate-generator.md`. For ranking/scoring candidates, generating a runtime-only user decision pack, surfacing `candidate_review_required` and same-ISIN multiple-listing risks, and confirming/rejecting candidates with audit logs, use `references/mapping-candidate-ranking-decision-pack.md`.\\n- For the broader Instrument Catalog + manual-add workflow, follow `references/instrument-catalog-manual-add-workflow.md`: documents/import files are initial-population aids, but the dashboard must allow audited manual add of equities/ETFs and later coins via search, candidate selection, account/wallet selection, Decimal/Text quantity, date, cost-basis/snapshot info and notes. ISIN is primary for equities/ETFs but can have multiple listings; ticker/symbol alone is never unique; provider symbols are market-data mappings only; CoinGecko ID is primary for crypto provider identity. External lookups may use only non-confidential instrument metadata and must never send quantities, balances, account/wallet IDs, cost basis, private notes or source documents.\\n- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\n- Functional UX stabilization work must prioritize making the existing dashboard genuinely usable before adding more pages. Follow `references/dashboard-functional-ux-stabilization.md`: use one navigation system, move executable page modules out of Streamlit `pages/` when using a custom router, hide unfinished pages from User Mode, replace text-link/fake actions with real buttons or disabled controls, enforce session-based Edit Mode for writes, keep IDs/debug notes out of User Mode, and test price/report provider calls happen only on explicit clicks. If the user says the dashboard is still too busy or prototype-like, follow `references/dashboard-usability-simplification.md`: reduce User Mode to only currently useful pages, keep the Command Center calm, avoid misleading `CHF 0.00` Equity/ETF displays when valuation is incomplete, make Crypto the primary MVP surface, and ensure every visible button either works immediately, opens an inline form, or is disabled with a reason.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\n- Crypto price refresh belongs in CLI/scheduled-job commands, not dashboard/report rendering. Prefer CoinGecko batch requests over per-coin requests; expose conservative controls (`--sleep-seconds`, `--max-retries`, `--initial-backoff`, `--max-backoff`, `--only-missing`, `--only-stale`, `--only-symbol`, `--limit`, `--dry-run`, `--currency`). Commands should use aggregate-only output (`total_assets/updated/cached/skipped/stale/warnings/errors/assets_still_missing_local_price`), cache by configurable `max_age_seconds`, store exact Decimal prices as TEXT in `crypto_prices`, and verify dashboard/report contexts read local prices with `live_api_calls=False`. For details and tests see `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage. For multi-wallet real-data snapshots and Equity/ETF ledger fields, also see `references/multi-wallet-crypto-and-equity-manage-ui.md`; SQLite `NUMERIC` affinity can coerce Decimal-looking text to `real`, so schema/migrations should use `TEXT` for exact quantities, FX rates, original amounts and CHF equivalents where precision matters.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\n\\nBefore broader productive imports, implement or verify the runtime backup loop in `references/runtime-backup-and-broker-mapping.md`: backup outside Git, SHA256 verification, restore requiring explicit confirmation, tests for backup/restore/checksum, and Git-safety coverage that blocks backup artifacts in the repo. For PostFinance/True Wealth/Raiffeisen, perform structural mapping and dry-runs only until the user approves import; report aggregate counts/field coverage/quality flags only, never real values or raw rows.\\n\\n## Common pitfalls\\n\\n- Starting later analytics (Monte Carlo, backtesting, rebalancing, scoring, heatmaps, projections) while import/mapping/data-quality phases are still being hardened or while the user explicitly asked to postpone them.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- In broker/bank real-file dry-runs, aggregating Data Quality flags only for `review_status='open'`. Blocked review items are still actionable data-quality issues; include `open` and `blocked` so defensive Raiffeisen aggregate-only rows remain visible.\\n- Letting manual review actions blur into productive import actions. Review-metadata writes (ISIN/ticker/exchange/account/instrument confirmations, ignore/resolve, dry-run archive/current status) may be allowed with audit logs, but they must not write `positions_snapshot`, `transactions`, `cash_balances`, ledger rows, or cash snapshots. Name-only mapping must never become `mapped`/`ready_for_import`; ticker-only without exchange remains review-needed; `aggregate_only` remains blocked for instrument import. In guided pilots, do not force `ready_for_import` by direct status edits; let readiness logic derive it after audited metadata actions, and if parser presence flags were missed, correct only boolean presence metadata with an audit event, never actual quantities/values.\\n- Skipping the execution-plan layer between ready review items and productive broker imports. A final dry-run should materialize runtime-only execution plans with source row hash, target IDs, exact Decimal-text payload summary, quality flags and planned write status. Productive mini-imports should consume exactly one planned ready payload, write exactly one ledger `initial_position_snapshot`, mark that plan/review item imported, leave the other ready plans untouched, and verify zero direct `positions_snapshot`/cash writes. After the first productive mini-import, do not proceed straight to mass import: run regression checks, implement/test void and correction audit paths, verify backup/restore to a separate test DB, and import at most one additional ready plan. When later completing the final ready plan, first resolve Data Quality alert ambiguity by counting only active alerts (`status='active'`) and treating resolved rows as history; then import exactly one plan and consolidate counts. See `references/broker-import-execution-plan-mini-import.md`, `references/broker-mini-import-regression-and-corrections.md`, and `references/broker-mini-import-completion-and-dq-consolidation.md`.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating every active `missing_fx` alert after a broker mini-import as a bug. First aggregate by original currency: CHF rows may be false positives (`fx=1`, `not_needed`, resolve with audit), but foreign-currency rows without local historical FX should remain active and block precise CHF valuation until rates are populated.\\n- Auto-mapping Equity/ETF market prices by instrument name or ticker alone. ISIN is the instrument identity, but one ISIN can have multiple listings across exchange/currency, so even ISIN matches may need candidate selection. Provider symbols are separate market-data mappings, ticker without exchange is review-needed, and missing provider symbols should create deduplicated Data Quality alerts rather than triggering provider guesses. For mapping-candidate phases, candidate creation is allowed in the runtime DB, but final selection must remain manual/audited unless the user explicitly approves and the match is unambiguous. Public lookup endpoints can return dozens of listings; cap result sets, dedupe active mapping alerts by rule/entity, and do not treat search-fallback results as ISIN-confirmed unless the provider response supplies ISIN evidence.\\n- Designing future portfolio entry as import-file-only. Imports/documents are for initial population and existing holdings; the system must also support dashboard manual add/search workflows with audited ledger writes, explicit candidate selection, Decimal/Text quantities, required notes where history is incomplete, and no silent overwrites. See `references/instrument-catalog-manual-add-workflow.md`.\\n- Letting an Equity/ETF market-price dry run call providers when no confirmed mappings exist. The safe outcome is `total_mappings=0`, no provider calls, and aggregate reporting only.\\n- For valuation pilots on historical broker snapshots, treating a computable current market value as a clean performance result. `snapshot_only`, `cost_basis_uncertain`, missing hedge confirmation, missing historical FX, stale price/FX timestamp alignment, or suspected corporate actions must keep valuation `partially_valuable` or suppress precise Total Return until reviewed.\\n- Inferring CHF-hedged ETF behavior from the name alone. Hedge status is methodology-critical: unknown status should create a warning/review item; confirmed CHF hedging must prevent naive free FX-PnL attribution.\\n- Crashing or blocking on historical-FX provider paywalls. Persist `manual_override_required`, create deduplicated alerts, keep the flow moving, and require a noted audited manual override instead of guessing latest FX.\\n- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- In controlled one-coin runtime tests from a real XLSX, distinguish **one coin/asset** from **one holding/wallet row**. A coin may be split across multiple wallet columns; if the user required an unambiguous target wallet or one holding, stop and ask rather than choosing a wallet silently. If the user explicitly approves multi-wallet import for that coin, import exactly one asset plus one audited holding per non-empty approved wallet cell; verify aggregate counts only. If re-running a BTC/single-coin test finds the exact approved asset and holdings already present, do not import duplicates; perform the aggregate-only idempotency checks and report that asset/holding counts did not increase because duplicate prevention succeeded. See `references/crypto-single-coin-runtime-test.md`, `references/multi-wallet-crypto-and-equity-manage-ui.md`, and `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\n- Letting normal dashboard pages become technical raw-table dumps. For this user's Finance dashboard, implement an Alltag/User Mode that hides internal IDs/provider internals and presents aggregate, actionable read models; keep raw identifiers, candidate details and audit/debug fields in Admin/Review/Data Quality views. See `references/dashboard-user-mode-ux-and-runtime-review.md`.\\n- Treating Streamlit dashboard UX stabilization as a chance to build more modules. When the user complains about prototype feel, first eliminate duplicate navigation, empty User Mode pages, fake/text buttons, unclear Read-only/Edit state, and raw technical IDs. Keep unfinished pages in Admin/Debug or hide them; every visible button must work, prefill a real workflow, or be disabled with a reason. See `references/dashboard-functional-ux-stabilization.md` and `references/dashboard-usability-simplification.md`.\\n- Leaving an accepted sprint half-finished because the next feature is tempting. If cleanup, final tests, Git-safety, commit, and push are still missing, finish those in order before starting new work. Remove `.pytest_cache`/`__pycache__` before and after tests, then run Git-safety, `git diff --check`, verify clean status, commit, push, and fetch/update `origin/main` to prove sync. See `references/dashboard-usability-simplification.md`.\\n- Running Git-safety immediately after pytest without cleaning generated caches. Pytest can recreate `.pytest_cache`; remove `.pytest_cache` and `__pycache__` after the final test run, then run Git-safety before staging/commit/push.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch -- `, then separately verify whether the test matrix actually covers the promised cases.\\n- Adding broad Git-safety tests that only assert `len(findings) >= N`; prefer explicit assertions for token filename, PAT patterns, private keys, CSV/JSON path policy, runtime/data directories, allowed synthetic paths, `config.example/`, and normal `src/` false-positive protection.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/crypto-single-coin-runtime-test.md\", \"references/guided-manual-review-pilot.md\", \"references/multi-wallet-crypto-and-equity-manage-ui.md\", \"references/mvp-crypto-report-export.md\", \"references/broker-review-queue-hardening.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/broker-mini-import-completion-and-dq-consolidation.md\", \"references/broker-parser-dry-run-pipeline.md\", \"references/crypto-xlsx-initial-snapshot-dry-run.md\", \"references/crypto-price-refresh-and-idempotent-btc-runtime.md\", \"references/spec-v0.3-decisions.md\", \"references/runtime-backup-and-broker-mapping.md\", \"references/controlled-real-broker-dry-run.md\", \"references/broker-mini-import-regression-and-corrections.md\", \"references/equity-fx-market-data-phase-c.md\", \"references/true-wealth-valuation-pilot-c2.md\", \"references/mvp-market-import-safety-hardening.md\", \"references/spec-v0.4-implementation-blueprint.md\", \"references/mapping-candidate-ranking-decision-pack.md\", \"references/import-wizard-mapping-layer.md\", \"references/crypto-runtime-db-consistency-verification.md\", \"references/github-token-push-from-drive.md\", \"references/instrument-catalog-manual-add-workflow.md\", \"references/broker-import-execution-plan-mini-import.md\", \"references/mvp-streamlit-dashboard.md\", \"references/spec-v0.4.1-corrections.md\", \"references/mvp-crypto-wallet-ledger.md\", \"references/true-wealth-mapping-candidate-review-c3.md\", \"references/mvp-safety-gate-implementation.md\", \"references/public-instrument-lookup-candidate-generator.md\", \"references/crypto-xlsx-initial-snapshot-production-import.md\", \"references/dashboard-usability-simplification.md\", \"references/spec-v0.5-repo-blueprint.md\", \"references/spec-v0.2-decisions.md\", \"references/mvp-crypto-manual-management-ui.md\", \"references/mvp-ledger-cash-wac-positions.md\", \"references/dashboard-functional-ux-stabilization.md\", \"references/dashboard-user-mode-ux-and-runtime-review.md\", \"references/git-safety-verification-coverage.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"]}}}",
"tool_call_id": "call_hYr74cdTmLcq58bqTqzpPgEm"
},
{
"role": "tool",
"name": "skill_view",
"content": "{\"success\": true, \"name\": \"google-workspace\", \"description\": \"Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\", \"tags\": [\"Google\", \"Gmail\", \"Calendar\", \"Drive\", \"Sheets\", \"Docs\", \"Contacts\", \"Email\", \"OAuth\"], \"related_skills\": [\"himalaya\"], \"content\": \"---\\nname: google-workspace\\ndescription: \\\"Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\\\"\\nversion: 1.1.0\\nauthor: Nous Research\\nlicense: MIT\\nrequired_credential_files:\\n - path: google_token.json\\n description: Google OAuth2 token (created by setup script)\\n - path: google_client_secret.json\\n description: Google OAuth2 client credentials (downloaded from Google Cloud Console)\\nmetadata:\\n hermes:\\n tags: [Google, Gmail, Calendar, Drive, Sheets, Docs, Contacts, Email, OAuth]\\n homepage: https://github.com/NousResearch/hermes-agent\\n related_skills: [himalaya]\\n---\\n\\n# Google Workspace\\n\\nGmail, Calendar, Drive, Contacts, Sheets, and Docs — through Hermes-managed OAuth and a thin CLI wrapper. When `gws` is installed, the skill uses it as the execution backend for broader Google Workspace coverage; otherwise it falls back to the bundled Python client implementation.\\n\\n## References\\n\\n- `references/gmail-search-syntax.md` — Gmail search operators (is:unread, from:, newer_than:, etc.)\\n\\n## Scripts\\n\\n- `scripts/setup.py` — OAuth2 setup (run once to authorize)\\n- `scripts/google_api.py` — compatibility wrapper CLI. It prefers `gws` for operations when available, while preserving Hermes' existing JSON output contract.\\n\\n## First-Time Setup\\n\\nThe setup is fully non-interactive — you drive it step by step so it works\\non CLI, Telegram, Discord, or any platform.\\n\\nDefine a shorthand first:\\n\\n```bash\\nGSETUP=\\\"python ${HERMES_HOME:-$HOME/.hermes}/skills/productivity/google-workspace/scripts/setup.py\\\"\\n```\\n\\n### Step 0: Check if already set up\\n\\n```bash\\n$GSETUP --check\\n```\\n\\nIf it prints `AUTHENTICATED`, skip to Usage — setup is already done.\\n\\n### Step 1: Triage — ask the user what they need\\n\\nBefore starting OAuth setup, ask the user TWO questions:\\n\\n**Question 1: \\\"What Google services do you need? Just email, or also\\nCalendar/Drive/Sheets/Docs?\\\"**\\n\\n- **Email only** → They don't need this skill at all. Use the `himalaya` skill\\n instead — it works with a Gmail App Password (Settings → Security → App\\n Passwords) and takes 2 minutes to set up. No Google Cloud project needed.\\n Load the himalaya skill and follow its setup instructions.\\n\\n- **Email + Calendar** → Continue with this skill, but use\\n `--services email,calendar` during auth so the consent screen only asks for\\n the scopes they actually need.\\n\\n- **Calendar/Drive/Sheets/Docs only** → Continue with this skill and use a\\n narrower `--services` set like `calendar,drive,sheets,docs`.\\n\\n- **Full Workspace access** → Continue with this skill and use the default\\n `all` service set.\\n\\n**Question 2: \\\"Does your Google account use Advanced Protection (hardware\\nsecurity keys required to sign in)? If you're not sure, you probably don't\\n— it's something you would have explicitly enrolled in.\\\"**\\n\\n- **No / Not sure** → Normal setup. Continue below.\\n- **Yes** → Their Workspace admin must add the OAuth client ID to the org's\\n allowed apps list before Step 4 will work. Let them know upfront.\\n\\n### Step 2: Create OAuth credentials (one-time, ~5 minutes)\\n\\nTell the user:\\n\\n> You need a Google Cloud OAuth client. This is a one-time setup:\\n>\\n> 1. Create or select a project:\\n> https://console.cloud.google.com/projectselector2/home/dashboard\\n> 2. Enable the required APIs from the API Library:\\n> https://console.cloud.google.com/apis/library\\n> Enable: Gmail API, Google Calendar API, Google Drive API,\\n> Google Sheets API, Google Docs API, People API\\n> 3. Create the OAuth client here:\\n> https://console.cloud.google.com/apis/credentials\\n> Credentials → Create Credentials → OAuth 2.0 Client ID\\n> 4. Application type: \\\"Desktop app\\\" → Create\\n> 5. If the app is still in Testing, add the user's Google account as a test user here:\\n> https://console.cloud.google.com/auth/audience\\n> Audience → Test users → Add users\\n> 6. Download the JSON file and tell me the file path\\n>\\n> Important Hermes CLI note: if the file path starts with `/`, do NOT send only the bare path as its own message in the CLI, because it can be mistaken for a slash command. Send it in a sentence instead, like:\\n> `The JSON file path is: /home/user/Downloads/client_secret_....json`\\n\\nOnce they provide the path:\\n\\n```bash\\n$GSETUP --client-secret /path/to/client_secret.json\\n```\\n\\nIf they paste the raw client ID / client secret values instead of a file path,\\nwrite a valid Desktop OAuth JSON file for them yourself, save it somewhere\\nexplicit (for example `~/Downloads/hermes-google-client-secret.json`), then run\\n`--client-secret` against that file.\\n\\n### Step 3: Get authorization URL\\n\\nUse the service set chosen in Step 1. Examples:\\n\\n```bash\\n$GSETUP --auth-url --services email,calendar --format json\\n$GSETUP --auth-url --services calendar,drive,sheets,docs --format json\\n$GSETUP --auth-url --services all --format json\\n```\\n\\nThis returns JSON with an `auth_url` field and also saves the exact URL to\\n`~/.hermes/google_oauth_last_url.txt`.\\n\\nAgent rules for this step:\\n- Extract the `auth_url` field and send that exact URL to the user as a single line.\\n- Tell the user that the browser will likely fail on `http://localhost:1` after approval, and that this is expected.\\n- Tell them to copy the ENTIRE redirected URL from the browser address bar.\\n- If the user gets `Error 403: access_denied`, send them directly to `https://console.cloud.google.com/auth/audience` to add themselves as a test user.\\n\\n### Step 4: Exchange the code\\n\\nThe user will paste back either a URL like `http://localhost:1/?code=4/0A...&scope=...`\\nor just the code string. Either works. The `--auth-url` step stores a temporary\\npending OAuth session locally so `--auth-code` can complete the PKCE exchange\\nlater, even on headless systems:\\n\\n```bash\\n$GSETUP --auth-code \\\"THE_URL_OR_CODE_THE_USER_PASTED\\\" --format json\\n```\\n\\nIf `--auth-code` fails because the code expired, was already used, or came from\\nan older browser tab, it now returns a fresh `fresh_auth_url`. In that case,\\nimmediately send the new URL to the user and have them retry with the newest\\nbrowser redirect only.\\n\\n### Step 5: Verify\\n\\n```bash\\n$GSETUP --check\\n```\\n\\nShould print `AUTHENTICATED`. Setup is complete — token refreshes automatically from now on.\\n\\n### Notes\\n\\n- Token is stored at `~/.hermes/google_token.json` and auto-refreshes.\\n- Pending OAuth session state/verifier are stored temporarily at `~/.hermes/google_oauth_pending.json` until exchange completes.\\n- If `gws` is installed, `google_api.py` points it at the same `~/.hermes/google_token.json` credentials file. Users do not need to run a separate `gws auth login` flow.\\n- To revoke: `$GSETUP --revoke`\\n\\n## Usage\\n\\nAll commands go through the API script. Set `GAPI` as a shorthand:\\n\\n```bash\\nGAPI=\\\"python ${HERMES_HOME:-$HOME/.hermes}/skills/productivity/google-workspace/scripts/google_api.py\\\"\\n```\\n\\n### Gmail\\n\\n```bash\\n# Search (returns JSON array with id, from, subject, date, snippet)\\n$GAPI gmail search \\\"is:unread\\\" --max 10\\n$GAPI gmail search \\\"from:boss@company.com newer_than:1d\\\"\\n$GAPI gmail search \\\"has:attachment filename:pdf newer_than:7d\\\"\\n\\n# Read full message (returns JSON with body text)\\n$GAPI gmail get MESSAGE_ID\\n\\n# Send\\n$GAPI gmail send --to user@example.com --subject \\\"Hello\\\" --body \\\"Message text\\\"\\n$GAPI gmail send --to user@example.com --subject \\\"Report\\\" --body \\\"
Q4
Details...
\\\" --html\\n$GAPI gmail send --to user@example.com --subject \\\"Hello\\\" --from '\\\"Research Agent\\\" ' --body \\\"Message text\\\"\\n\\n# Reply (automatically threads and sets In-Reply-To)\\n$GAPI gmail reply MESSAGE_ID --body \\\"Thanks, that works for me.\\\"\\n$GAPI gmail reply MESSAGE_ID --from '\\\"Support Bot\\\" ' --body \\\"Thanks\\\"\\n\\n# Labels\\n$GAPI gmail labels\\n$GAPI gmail modify MESSAGE_ID --add-labels LABEL_ID\\n$GAPI gmail modify MESSAGE_ID --remove-labels UNREAD\\n```\\n\\n### Calendar\\n\\n```bash\\n# List events (defaults to next 7 days)\\n$GAPI calendar list\\n$GAPI calendar list --start 2026-03-01T00:00:00Z --end 2026-03-07T23:59:59Z\\n\\n# Create event (ISO 8601 with timezone required)\\n$GAPI calendar create --summary \\\"Team Standup\\\" --start 2026-03-01T10:00:00-06:00 --end 2026-03-01T10:30:00-06:00\\n$GAPI calendar create --summary \\\"Lunch\\\" --start 2026-03-01T12:00:00Z --end 2026-03-01T13:00:00Z --location \\\"Cafe\\\"\\n$GAPI calendar create --summary \\\"Review\\\" --start 2026-03-01T14:00:00Z --end 2026-03-01T15:00:00Z --attendees \\\"alice@co.com,bob@co.com\\\"\\n\\n# Delete event\\n$GAPI calendar delete EVENT_ID\\n```\\n\\n### Drive\\n\\n```bash\\n# Search existing files\\n$GAPI drive search \\\"quarterly report\\\" --max 10\\n$GAPI drive search \\\"mimeType='application/pdf'\\\" --raw-query --max 5\\n\\n# Get metadata for a single file\\n$GAPI drive get FILE_ID\\n\\n# Upload a local file (auto-detects MIME type)\\n$GAPI drive upload /path/to/report.pdf\\n$GAPI drive upload /path/to/image.png --name \\\"Logo.png\\\" --parent FOLDER_ID\\n\\n# Download (binary files download as-is; Google-native files export to a\\n# sensible default — Docs→pdf, Sheets→csv, Slides→pdf, Drawings→png)\\n$GAPI drive download FILE_ID\\n$GAPI drive download DOC_ID --output ~/doc.pdf\\n$GAPI drive download DOC_ID --export-mime text/plain --output ~/doc.txt\\n\\n# Create a folder\\n$GAPI drive create-folder \\\"Reports\\\"\\n$GAPI drive create-folder \\\"Q4\\\" --parent FOLDER_ID\\n\\n# Share\\n$GAPI drive share FILE_ID --email alice@example.com --role reader\\n$GAPI drive share FILE_ID --email alice@example.com --role writer --notify\\n$GAPI drive share FILE_ID --type anyone --role reader # anyone with link\\n$GAPI drive share FILE_ID --type domain --domain example.com --role reader\\n\\n# Delete — defaults to trash (reversible). Use --permanent to skip the trash.\\n$GAPI drive delete FILE_ID\\n$GAPI drive delete FILE_ID --permanent\\n```\\n\\n### Contacts\\n\\n```bash\\n$GAPI contacts list --max 20\\n```\\n\\n### Sheets\\n\\n```bash\\n# Create a new spreadsheet\\n$GAPI sheets create --title \\\"Q4 Budget\\\"\\n$GAPI sheets create --title \\\"Inventory\\\" --sheet-name \\\"Stock\\\"\\n\\n# Read\\n$GAPI sheets get SHEET_ID \\\"Sheet1!A1:D10\\\"\\n\\n# Write\\n$GAPI sheets update SHEET_ID \\\"Sheet1!A1:B2\\\" --values '[[\\\"Name\\\",\\\"Score\\\"],[\\\"Alice\\\",\\\"95\\\"]]'\\n\\n# Append rows\\n$GAPI sheets append SHEET_ID \\\"Sheet1!A:C\\\" --values '[[\\\"new\\\",\\\"row\\\",\\\"data\\\"]]'\\n```\\n\\n### Docs\\n\\n```bash\\n# Read\\n$GAPI docs get DOC_ID\\n\\n# Create a new Doc (optionally seeded with body text)\\n$GAPI docs create --title \\\"Meeting Notes\\\"\\n$GAPI docs create --title \\\"Draft\\\" --body \\\"First paragraph...\\\"\\n\\n# Append text to the end of an existing Doc\\n$GAPI docs append DOC_ID --text \\\"Additional content to append\\\"\\n```\\n\\n## Output Format\\n\\nAll commands return JSON. Parse with `jq` or read directly. Key fields:\\n\\n- **Gmail search**: `[{id, threadId, from, to, subject, date, snippet, labels}]`\\n- **Gmail get**: `{id, threadId, from, to, subject, date, labels, body}`\\n- **Gmail send/reply**: `{status: \\\"sent\\\", id, threadId}`\\n- **Calendar list**: `[{id, summary, start, end, location, description, htmlLink}]`\\n- **Calendar create**: `{status: \\\"created\\\", id, summary, htmlLink}`\\n- **Drive search**: `[{id, name, mimeType, modifiedTime, webViewLink}]`\\n- **Drive get**: `{id, name, mimeType, modifiedTime, size, webViewLink, parents, owners}`\\n- **Drive upload**: `{status: \\\"uploaded\\\", id, name, mimeType, webViewLink}`\\n- **Drive download**: `{status: \\\"downloaded\\\", id, name, path, mimeType}`\\n- **Drive create-folder**: `{status: \\\"created\\\", id, name, webViewLink}`\\n- **Drive share**: `{status: \\\"shared\\\", permissionId, fileId, role, type}`\\n- **Drive delete**: `{status: \\\"trashed\\\" | \\\"deleted\\\", fileId, permanent}`\\n- **Contacts list**: `[{name, emails: [...], phones: [...]}]`\\n- **Sheets get**: `[[cell, cell, ...], ...]`\\n- **Sheets create**: `{status: \\\"created\\\", spreadsheetId, title, spreadsheetUrl}`\\n- **Docs create**: `{status: \\\"created\\\", documentId, title, url}`\\n- **Docs append**: `{status: \\\"appended\\\", documentId, inserted_at, characters}`\\n\\n## Rules\\n\\n1. **Never send email, create/delete calendar events, delete Drive files, share files, or modify Docs/Sheets without confirming with the user first.** Show what will be done (recipients, file IDs, content, share role) and ask for approval. For `drive delete`, prefer the default trash (reversible) over `--permanent`.\\n2. **Check auth before first use** — run `setup.py --check`. If it fails, guide the user through setup.\\n3. **Use the Gmail search syntax reference** for complex queries — load it with `skill_view(\\\"google-workspace\\\", file_path=\\\"references/gmail-search-syntax.md\\\")`.\\n4. **Calendar times must include timezone** — always use ISO 8601 with offset (e.g., `2026-03-01T10:00:00-06:00`) or UTC (`Z`).\\n5. **Respect rate limits** — avoid rapid-fire sequential API calls. Batch reads when possible.\\n\\n## Troubleshooting\\n\\n| Problem | Fix |\\n|---------|-----|\\n| `NOT_AUTHENTICATED` | Run setup Steps 2-5 above |\\n| `REFRESH_FAILED` | Token revoked or expired — redo Steps 3-5 |\\n| `HttpError 403: Insufficient Permission` | Missing API scope — `$GSETUP --revoke` then redo Steps 3-5 |\\n| `AUTHENTICATED (partial)` or \\\"Token missing scopes\\\" | New write capabilities (Drive write/delete, Docs create/edit) require re-authorization. `$GSETUP --revoke` then redo Steps 3-5 to grant the upgraded scopes. |\\n| `HttpError 403: Access Not Configured` | API not enabled — user needs to enable it in Google Cloud Console |\\n| `ModuleNotFoundError` | Run `$GSETUP --install-deps` |\\n| Advanced Protection blocks auth | Workspace admin must allowlist the OAuth client ID |\\n\\n## Revoking Access\\n\\n```bash\\n$GSETUP --revoke\\n```\\n\", \"path\": \"productivity/google-workspace/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/productivity/google-workspace\", \"linked_files\": {\"references\": [\"references/gmail-search-syntax.md\"], \"scripts\": [\"scripts/google_api.py\", \"scripts/gws_bridge.py\", \"scripts/setup.py\", \"scripts/_hermes_home.py\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [\"google_token.json\", \"google_client_secret.json\"], \"missing_required_commands\": [], \"setup_needed\": true, \"setup_skipped\": false, \"readiness_status\": \"setup_needed\", \"setup_note\": \"Setup needed before using this skill: missing file google_token.json, file google_client_secret.json.\", \"metadata\": {\"hermes\": {\"tags\": [\"Google\", \"Gmail\", \"Calendar\", \"Drive\", \"Sheets\", \"Docs\", \"Contacts\", \"Email\", \"OAuth\"], \"homepage\": \"https://github.com/NousResearch/hermes-agent\", \"related_skills\": [\"himalaya\"]}}}",
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Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. 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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import argparse\\n 4|from decimal import Decimal\\n 5|from pathlib import Path\\n 6|\\n 7|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n 8|from jarvis_finance.fx.providers import MockFxProvider\\n 9|from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n 10|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n 11|from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings\\n 12|from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n 13|from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices\\n 14|from jarvis_finance.quality.data_quality import check_crypto_data_quality\\n 15|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n 16|from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup\\n 17|from jarvis_finance.storage.database import connect\\n 18|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 19|\\n 20|\\n 21|def main(argv: list[str] | None = None) -> int:\\n 22| parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n 23| sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n 24| sub.add_parser(\\\"init-db\\\")\\n 25| sub.add_parser(\\\"migrate\\\")\\n 26| scan = sub.add_parser(\\\"git-safety-scan\\\")\\n 27| scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n 28| prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n 29| prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 30| prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n 31| prices.add_argument(\\\"--sleep-seconds\\\", type=float, default=0.0)\\n 32| prices.add_argument(\\\"--max-retries\\\", type=int, default=2)\\n 33| prices.add_argument(\\\"--initial-backoff\\\", type=float, default=1.0)\\n 34| prices.add_argument(\\\"--max-backoff\\\", type=float, default=8.0)\\n 35| prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 36| prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 37| prices.add_argument(\\\"--only-symbol\\\")\\n 38| prices.add_argument(\\\"--limit\\\", type=int)\\n 39| prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 40| dq = sub.add_parser(\\\"check-data-quality\\\")\\n 41| dq.add_argument(\\\"--scope\\\", choices=[\\\"crypto\\\"], default=\\\"crypto\\\")\\n 42| dq.add_argument(\\\"--resolve-fixed\\\", action=\\\"store_true\\\")\\n 43| dq.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 44| dq.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 45| dq.add_argument(\\\"--max-age-seconds\\\", type=int, default=86_400)\\n 46| fx = sub.add_parser(\\\"update-fx-rates\\\")\\n 47| fx.add_argument(\\\"--date\\\", dest=\\\"rate_date\\\")\\n 48| fx.add_argument(\\\"--latest\\\", action=\\\"store_true\\\")\\n 49| fx.add_argument(\\\"--missing-only\\\", action=\\\"store_true\\\")\\n 50| fx.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 51| fx.add_argument(\\\"--currency\\\", action=\\\"append\\\", dest=\\\"currencies\\\")\\n 52| fx.add_argument(\\\"--mock-rate\\\", action=\\\"append\\\", default=[], help=\\\"Test-only BASE=RATE, e.g. USD=0.9\\\")\\n 53| fx.add_argument(\\\"--recheck-transactions\\\", action=\\\"store_true\\\")\\n 54| fx.add_argument(\\\"--source-type\\\")\\n 55| market_prices = sub.add_parser(\\\"update-market-prices\\\")\\n 56| market_prices.add_argument(\\\"--asset-class\\\", choices=[\\\"etf\\\", \\\"equity\\\"], required=True)\\n 57| market_prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 58| market_prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 59| market_prices.add_argument(\\\"--only-isin\\\")\\n 60| market_prices.add_argument(\\\"--limit\\\", type=int)\\n 61| market_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 62| market_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n 63| market_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n 64| catalog = sub.add_parser(\\\"prepare-instrument-catalog\\\")\\n 65| catalog.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 66| catalog.add_argument(\\\"--limit\\\", type=int)\\n 67| candidates = sub.add_parser(\\\"generate-mapping-candidates\\\")\\n 68| candidates.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 69| candidates.add_argument(\\\"--limit\\\", type=int)\\n 70| candidates.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 71| candidates.add_argument(\\\"--public-lookup\\\", action=\\\"store_true\\\")\\n 72| candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n 73| candidates.add_argument(\\\"--template-path\\\")\\n 74| candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n 75| rank_candidates = sub.add_parser(\\\"rank-mapping-candidates\\\")\\n 76| rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n 77| rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n 78| rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n 79| sub.add_parser(\\\"backup-runtime-db\\\")\\n 80| restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n 81| restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n 82| restore.add_argument(\\\"--yes\\\", action=\\\"store_true\\\")\\n 83| verify = sub.add_parser(\\\"verify-backup\\\")\\n 84| verify.add_argument(\\\"--file\\\", required=True)\\n 85| args = parser.parse_args(argv)\\n 86|\\n 87| if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n 88| settings = load_settings()\\n 89| ensure_runtime_dirs(settings)\\n 90| conn = connect(settings.db_path)\\n 91| apply_migrations(conn)\\n 92| print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n 93| return 0\\n 94| if args.command == \\\"git-safety-scan\\\":\\n 95| findings = scan_path(Path(args.path))\\n 96| if findings:\\n 97| for finding in findings:\\n 98| print(f\\\"{finding.path}: {finding.reason}\\\")\\n 99| return 1\\n 100| assert_safe(Path(args.path))\\n 101| print(\\\"GIT_SAFETY_OK\\\")\\n 102| return 0\\n 103| if args.command == \\\"update-crypto-prices\\\":\\n 104| settings = load_settings()\\n 105| ensure_runtime_dirs(settings)\\n 106| conn = connect(settings.db_path)\\n 107| try:\\n 108| apply_migrations(conn)\\n 109| result = refresh_crypto_prices(\\n 110| conn,\\n 111| provider=CoinGeckoClient(\\n 112| max_retries=args.max_retries,\\n 113| initial_backoff_seconds=args.initial_backoff,\\n 114| max_backoff_seconds=args.max_backoff,\\n 115| ),\\n 116| currency=args.currency,\\n 117| max_age_seconds=args.max_age_seconds,\\n 118| only_missing=args.only_missing,\\n 119| only_stale=args.only_stale,\\n 120| only_symbol=args.only_symbol,\\n 121| limit=args.limit,\\n 122| dry_run=args.dry_run,\\n 123| sleep_seconds=args.sleep_seconds,\\n 124| )\\n 125| print(\\n 126| \\\"CRYPTO_PRICE_UPDATE \\\"\\n 127| f\\\"currency={result.currency} total_assets={result.total_assets} \\\"\\n 128| f\\\"updated={result.updated_count} cached={result.cached_count} \\\"\\n 129| f\\\"skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 130| f\\\"warnings={result.warning_count} errors={result.error_count} \\\"\\n 131| f\\\"assets_still_missing_local_price={result.missing_local_price_count} \\\"\\n 132| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 133| )\\n 134| return 1 if result.error_count else 0\\n 135| finally:\\n 136| conn.close()\\n 137| if args.command == \\\"update-fx-rates\\\":\\n 138| settings = load_settings()\\n 139| ensure_runtime_dirs(settings)\\n 140| conn = connect(settings.db_path)\\n 141| try:\\n 142| apply_migrations(conn)\\n 143| if args.recheck_transactions:\\n 144| result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)\\n 145| print(\\n 146| \\\"FX_RECHECK \\\"\\n 147| f\\\"transactions={result.transaction_count} chf_positions={result.chf_positions} \\\"\\n 148| f\\\"foreign_currency_positions={result.foreign_currency_positions} \\\"\\n 149| f\\\"justified_missing_fx_alerts={result.justified_missing_fx_alerts} \\\"\\n 150| f\\\"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} \\\"\\n 151| f\\\"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} \\\"\\n 152| f\\\"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}\\\"\\n 153| )\\n 154| return 0\\n 155| if not args.rate_date and not args.latest:\\n 156| parser.error(\\\"update-fx-rates requires --date or --latest unless --recheck-transactions is used\\\")\\n 157| mock_rates: dict[tuple[str, str, str], Decimal | None] = {}\\n 158| for item in args.mock_rate:\\n 159| base, rate = item.split(\\\"=\\\", 1)\\n 160| mock_rates[(base.upper(), \\\"CHF\\\", args.rate_date or \\\"latest\\\")] = Decimal(rate)\\n 161| currencies = args.currencies or sorted({r[\\\"currency_original\\\"] for r in conn.execute(\\\"SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL\\\").fetchall()})\\n 162| provider = MockFxProvider(mock_rates)\\n 163| result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or \\\"latest\\\", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)\\n 164| print(\\n 165| \\\"FX_RATE_UPDATE \\\"\\n 166| f\\\"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} \\\"\\n 167| f\\\"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} \\\"\\n 168| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 169| )\\n 170| return 1 if result.error_count else 0\\n 171| finally:\\n 172| conn.close()\\n 173| if args.command == \\\"update-market-prices\\\":\\n 174| settings = load_settings()\\n 175| ensure_runtime_dirs(settings)\\n 176| conn = connect(settings.db_path)\\n 177| try:\\n 178| apply_migrations(conn)\\n 179| prices = {}\\n 180| for item in args.mock_price:\\n 181| symbol, price = item.split(\\\"=\\\", 1)\\n 182| prices[symbol] = Decimal(price)\\n 183| result = refresh_market_prices(\\n 184| conn,\\n 185| provider=MockEquityPriceProvider(prices),\\n 186| asset_class=args.asset_class,\\n 187| price_date=args.price_date,\\n 188| only_missing=args.only_missing,\\n 189| only_stale=args.only_stale,\\n 190| only_isin=args.only_isin,\\n 191| limit=args.limit,\\n 192| dry_run=args.dry_run,\\n 193| )\\n 194| print(\\n 195| \\\"MARKET_PRICE_UPDATE \\\"\\n 196| f\\\"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} \\\"\\n 197| f\\\"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 198| f\\\"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}\\\"\\n 199| )\\n 200| return 1 if result.error_count else 0\\n 201| finally:\\n 202| conn.close()\\n 203| if args.command == \\\"prepare-instrument-catalog\\\":\\n 204| settings = load_settings()\\n 205| ensure_runtime_dirs(settings)\\n 206| conn = connect(settings.db_path)\\n 207| try:\\n 208| apply_migrations(conn)\\n 209| rows = conn.execute(\\n 210| \\\"\\\"\\\"\\n 211| SELECT DISTINCT t.instrument_id\\n 212| FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id\\n 213| WHERE t.transaction_type='initial_position_snapshot'\\n 214| AND t.source_type='broker_import_reviewed_snapshot'\\n 215| AND COALESCE(t.is_voided,0)=0\\n 216| AND t.instrument_id IS NOT NULL\\n 217| ORDER BY i.isin, i.name\\n 218| \\\"\\\"\\\"\\n 219| ).fetchall()\\n 220| ids = [r[\\\"instrument_id\\\"] for r in rows]\\n 221| if args.limit is not None:\\n 222| ids = ids[:args.limit]\\n 223| summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)\\n 224| print(\\n 225| \\\"INSTRUMENT_CATALOG_PREP \\\"\\n 226| f\\\"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} \\\"\\n 227| f\\\"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} \\\"\\n 228| f\\\"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n 229| f\\\"valuation_ready={summary['valuation_ready']}\\\"\\n 230| )\\n 231| return 0\\n 232| finally:\\n 233| conn.close()\\n 234| if args.command == \\\"generate-mapping-candidates\\\":\\n 235| settings = load_settings()\\n 236| ensure_runtime_dirs(settings)\\n 237| conn = connect(settings.db_path)\\n 238| try:\\n 239| apply_migrations(conn)\\n 240| if args.dedupe_missing_provider_alerts:\\n 241| resolved = dedupe_missing_provider_symbol_alerts(conn)\\n 242| else:\\n 243| resolved = 0\\n 244| provider = CompositePublicLookupProvider() if args.public_lookup else EmptyLookupProvider()\\n 245| result = generate_mapping_candidates(conn, provider=provider, source=args.source, limit=args.limit, dry_run=args.dry_run)\\n 246| template = None\\n 247| if args.export_template:\\n 248| template_path = args.template_path or str(settings.runtime_paths.exports_dir / \\\"true_wealth_mapping_review_template.csv\\\")\\n 249| template = export_mapping_review_template(conn, output_path=template_path)\\n 250| print(\\n 251| \\\"MAPPING_CANDIDATES \\\"\\n 252| f\\\"instruments_total={result.instruments_total} candidates_found={result.candidates_found} \\\"\\n 253| f\\\"high={result.high_confidence} medium={result.medium_confidence} low={result.low_confidence} \\\"\\n 254| f\\\"instruments_without_candidate={result.instruments_without_candidate} \\\"\\n 255| f\\\"hedge_unknown={result.instruments_with_hedge_unknown} instrument_status_unknown={result.instruments_with_status_unknown} \\\"\\n 256| f\\\"provider_lookup_unavailable={result.provider_lookup_unavailable} ambiguous={result.ambiguous_provider_mapping} \\\"\\n 257| f\\\"deduped_missing_provider_alerts={resolved} \\\"\\n 258| f\\\"template_updated={str(bool(template)).lower()} template_instruments={template['instrument_count'] if template else 0} template_candidates={template['candidate_rows'] if template else 0} \\\"\\n 259| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 260| )\\n 261|\", \"total_lines\": 359, \"file_size\": 18729, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 359 lines)\", 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"reasoning_content": "**Preparing for analysis**\n\nI need to download the temp data first, then I can analyze it. I'm wondering if I need to import some logic into the code, and I'll have to inspect crypto import references that may have been used in the script. It’s all a bit jumbled right now, but I think I can clarify once I get my hands on those details. Let’s just take it step by step!",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/crypto-xlsx-initial-snapshot-production-import.md\", \"content\": \"# Crypto XLSX Initial Snapshot: Production Import Notes\\n\\nUse after a controlled dry run of a real crypto holdings XLSX has been accepted and the user explicitly approves productive writing.\\n\\n## Non-negotiables\\n\\n- Read the real XLSX only from a temp/runtime path; remove temp files after completion.\\n- Never write real XLSX/CSV/report/SQLite data into the Git repo.\\n- Run Git status and `git-safety-scan` before and after the import.\\n- Use the productive SQLite DB only under the configured external runtime path (for this project normally `~/jarvis_runtime/finance-system/data/finance.sqlite3`).\\n- Report only aggregate counts and labels; never echo real quantities, CHF values, row-level holdings, raw CSV content, or DB contents.\\n- Ignore legacy CHF/value columns from the XLSX for current valuation. Current valuation belongs to CoinGecko/market-data refreshes, not the import.\\n- Import only the user-approved safe subset. Unsure mappings must be skipped/needs_manual_review, not blocking and not silently guessed.\\n\\n## Workflow\\n\\n1. Preflight: remove generated caches, check `git status --short`, run `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`, confirm runtime/DB paths are outside repo, and scan that no real data files are in repo.\\n2. Prepare temp/runtime input: download/read the XLSX to a temp directory; normalize wallet names; apply only confirmed mappings; set the explicit snapshot date; validate quantities as Decimal text with `format(Decimal(...), 'f')`.\\n3. Generate intermediate `crypto_wallets.csv` and `crypto_holdings_initial.csv` only in temp/runtime. Do not persist them in the repo or print them.\\n4. Productive DB import: create wallets if missing, create crypto assets if missing, create initial holding snapshots, write import-session records, and rely on audit-log calls for every created wallet/asset/holding.\\n5. Postcheck: aggregate holdings/assets/wallets, latest import-session status, audit-log count, alerts count, dashboard-readability, Git status, and Git-safety. Report only aggregate counts.\\n\\n## Compatibility and partial-write pitfall\\n\\nA productive import can fail after some writes if older runtime DBs lack newly added schema columns or if importer assumptions conflict with existing rows. Treat this as an operational recovery, not as permission to expose data:\\n\\n- Before running current migrations against an older DB, inspect compatibility columns for lifecycle tables such as `alerts`. If a migration creates indexes on columns added in newer schema text, add the missing columns first or run the project's explicit migration path.\\n- If a failure occurs after partial writes, do **not** restart blindly. Query only aggregate counts and identifiers needed for idempotency, then continue by skipping existing wallet/asset/holding rows and inserting only missing rows.\\n- Record a final committed import session for the holdings completion, and note in the final report that a controlled completion occurred without exposing values.\\n- Verify the final invariant: safe-subset asset count, safe-subset holdings count, zero failed rows, import-session committed, audit log created, Git clean, Git-safety OK.\\n\\n## Dashboard follow-up pattern\\n\\nManual crypto corrections should be built as auditable events, not silent edits:\\n\\n- Add coin: CoinGecko name/symbol search, manual selection on ambiguity, wallet selection, Decimal quantity, snapshot/transaction date, optional note, explicit confirmation, audit log.\\n- Remove coin: transaction/correction only, mandatory reason/note, audit log, historical data preserved.\\n- Edit/correct holding: write a `manual_adjustment` event with mandatory note; store old/new values in audit metadata instead of overwriting silently.\\n- CoinGecko search: symbol alone is never enough for auto-selection; mark ambiguous choices for manual review.\\n\", \"file_type\": \".md\"}",
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"content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/runtime-backup-and-broker-mapping.md\", \"content\": \"# Runtime backup and broker/bank mapping hardening\\n\\nUse this reference for FinanceManager work that touches productive runtime DBs, real broker/bank files, or pre-import mapping for PostFinance/True Wealth/Raiffeisen.\\n\\n## Minimal runtime backup/restore pattern\\n\\nBefore broader productive imports, the finance CLI should expose and test a minimal DB safety loop:\\n\\n- `finance backup-runtime-db`\\n - writes only under the external runtime backups directory, never in the repo\\n - filename includes a UTC timestamp\\n - emits aggregate metadata only; redact or avoid printing sensitive paths if user asks for terse reporting\\n - writes a `.sha256` sidecar checksum\\n- `finance verify-backup --file `\\n - verifies file existence and checksum before any restore/import reliance\\n- `finance restore-runtime-db --from --yes`\\n - requires explicit confirmation or `--yes`\\n - refuses unchecked/tampered backups\\n\\nTests should cover:\\n\\n- backup created outside repo\\n- restore into a test DB works\\n- checksum mismatch is detected\\n- Git-safety blocks DB/backup artifacts if placed under the repo\\n\\nRun compile, full pytest, cleanup of `.pytest_cache`/`__pycache__`, Git-safety, commit and push after this block.\\n\\n## Broker/bank structural mapping before import\\n\\nFor PostFinance, True Wealth and Raiffeisen files from Google Drive, do **structural analysis only** until the user explicitly approves a productive import:\\n\\n1. Download/copy files only into external runtime import/temp directories.\\n2. Never place real DOCX/XLSX/CSV/PDF/DB/report artifacts in Git.\\n3. Inspect file type, tables/sheets/sections and field coverage, but do not echo real values, quantities, market values, balances, row contents or holdings in chat.\\n4. Treat current-holdings files as `initial_position_snapshot` / `initial_cash_snapshot`, not synthetic buys.\\n5. Produce a mapping/dry-run plan before any DB mutation.\\n6. Store only aggregate dry-run metadata if persisting dry-run evidence; do not store raw source rows in mapping tables.\\n7. Require verified runtime backup before any productive broker/bank import.\\n\\n## Mapping schema foundation\\n\\nUseful non-destructive tables:\\n\\n- `instrument_mappings`: source instrument label/ISIN/ticker/exchange/currency -> canonical `instruments.instrument_id`; statuses such as `unmapped`, `selected`, `manual_review`, `rejected`.\\n- `platform_account_mappings`: source platform/account labels/currency -> canonical `platforms`/`accounts`.\\n- `broker_import_dry_runs`: source label/type/hash, detected sections, field coverage, quality flags, aggregate row counts only.\\n\\nCanonical target tables remain:\\n\\n- `instruments` for stock/ETF master data; ISIN is primary identity when available, ticker/exchange are supplementary.\\n- `positions_snapshot` for initial equity/ETF holdings snapshots.\\n- `cash_balances` with `source_type='initial_cash_snapshot'` for starting cash truths.\\n- `import_sessions`, `audit_log`, `alerts` for auditability and quality lifecycle.\\n\\n## Source-specific structural learnings\\n\\n### PostFinance DOCX\\n\\nTypically contains multiple tables: cash/account summaries plus a position-like table. Structural fields often include product/name, quantity, currency, total/market value and entry/cost control fields. ISIN, exchange, clean ticker metadata, fees/taxes and a reliable table-level snapshot date may be absent or ambiguous.\\n\\nDefault flags: `missing_isin`, `snapshot_only`, `cost_basis_uncertain`, `market_value_legacy`, `needs_manual_review`.\\n\\n### True Wealth DOCX\\n\\nMay contain a mixed table with cash/account rows and allocation/position-like rows. Cash/account context, currency and quantity/percentage-like structures can be present, but ISIN/ticker/cost basis/fees/taxes and separable market-value semantics may be unclear.\\n\\nDefault flags: `missing_isin`, `snapshot_only`, `cost_basis_uncertain`, `missing_fx` for foreign-currency rows without trusted FX, `needs_manual_review`.\\n\\n### Raiffeisen XLSX overview\\n\\nA compact overview workbook may only provide account/cash/control totals and aggregate depot/investment labels. If detailed instrument rows, ISIN/ticker and quantities are not structurally present, use it as a cash/account/control snapshot only and block productive instrument import until a detailed export is available.\\n\\nDefault flags: `snapshot_only`, `market_value_legacy`, `needs_manual_review`.\\n\\n## Aggregate-only reporting template\\n\\nWhen reporting back to the user after structural mapping or dry-runs, include only:\\n\\n- source names and file types\\n- detected section/table/sheet counts\\n- field-presence yes/no\\n- candidate counts and blocked counts\\n- quality-flag counts\\n- warnings/errors\\n- Git-safety/test/commit/push status\\n\\nDo **not** include prices, balances, quantities, market values, account numbers, raw row labels that reveal holdings, or file contents unless explicitly authorized.\\n\", \"file_type\": \".md\"}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|from jarvis_finance.quality.alerts import create_alert\\n 8|\\n 9|\\n 10|def create_crypto_asset(\\n 11| conn: Connection,\\n 12| *,\\n 13| coin_name: str,\\n 14| symbol: str,\\n 15| coingecko_id: str | None = None,\\n 16| network_chain_default: str | None = None,\\n 17| is_stablecoin: bool = False,\\n 18| notes: str | None = None,\\n 19|) -> str:\\n 20| symbol = symbol.upper().strip()\\n 21| existing_symbol = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE symbol=?\\\", (symbol,)).fetchone()\\n 22| asset_id = stable_id(\\\"cryptoasset\\\", coingecko_id or coin_name, symbol, network_chain_default or \\\"\\\")\\n 23| now = utc_now()\\n 24| try:\\n 25| conn.execute(\\n 26| \\\"\\\"\\\"\\n 27| INSERT INTO crypto_assets(\\n 28| asset_id, coin_name, symbol, coingecko_id, network_chain_default,\\n 29| is_stablecoin, price_provider_primary, is_active, notes, created_at\\n 30| ) VALUES (?, ?, ?, ?, ?, ?, 'CoinGecko', 1, ?, ?)\\n 31| \\\"\\\"\\\",\\n 32| (asset_id, coin_name, symbol, coingecko_id, network_chain_default, int(is_stablecoin), notes, now),\\n 33| )\\n 34| except IntegrityError as exc:\\n 35| raise ValueError(\\\"crypto asset uniqueness conflict; coingecko_id must be unique\\\") from exc\\n 36| if not coingecko_id:\\n 37| create_alert(\\n 38| conn,\\n 39| priority=\\\"warnung\\\",\\n 40| category=\\\"crypto\\\",\\n 41| entity_type=\\\"crypto_asset\\\",\\n 42| entity_id=asset_id,\\n 43| rule_id=\\\"missing_coingecko_id\\\",\\n 44| message=\\\"Crypto asset has no CoinGecko ID; valuation quality is incomplete.\\\",\\n 45| evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name},\\n 46| fingerprint=\\\"missing_coingecko_id\\\",\\n 47| )\\n 48| if existing_symbol:\\n 49| create_alert(\\n 50| conn,\\n 51| priority=\\\"warnung\\\",\\n 52| category=\\\"crypto\\\",\\n 53| entity_type=\\\"crypto_asset\\\",\\n 54| entity_id=asset_id,\\n 55| rule_id=\\\"crypto_symbol_conflict\\\",\\n 56| message=\\\"Crypto symbol is not unique; manual asset selection is required.\\\",\\n 57| evidence={\\\"symbol\\\": symbol, \\\"existing_asset_id\\\": existing_symbol[\\\"asset_id\\\"]},\\n 58| )\\n 59| record_audit_event(\\n 60| conn,\\n 61| source=\\\"crypto_assets\\\",\\n 62| action=\\\"create_crypto_asset\\\",\\n 63| entity_type=\\\"crypto_asset\\\",\\n 64| entity_id=asset_id,\\n 65| new_values={\\\"coin_name\\\": coin_name, \\\"symbol\\\": symbol, \\\"coingecko_id\\\": coingecko_id},\\n 66| confirmed=True,\\n 67| created_by=\\\"system\\\",\\n 68| )\\n 69| conn.commit()\\n 70| return asset_id\\n 71|\\n 72|\\n 73|def get_crypto_asset(conn: Connection, asset_id: str):\\n 74| row = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 75| if row is None:\\n 76| raise KeyError(asset_id)\\n 77| return row\\n 78|\", \"total_lines\": 77, \"file_size\": 2834, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.common import stable_id, utc_now\\n 9|from jarvis_finance.quality.alerts import create_alert\\n 10|\\n 11|VALID_VERIFICATION_STATUS = {\\\"verified\\\", \\\"stale\\\", \\\"unverified\\\", \\\"estimated\\\"}\\n 12|\\n 13|\\n 14|@dataclass\\n 15|class CryptoHolding:\\n 16| wallet_id: str | None\\n 17| asset_id: str\\n 18| quantity: Decimal = Decimal(\\\"0\\\")\\n 19| verification_status: str = \\\"unverified\\\"\\n 20| last_verified_at: str | None = None\\n 21| legacy_snapshot_value_original: Decimal | None = None\\n 22| legacy_snapshot_value_chf: Decimal | None = None\\n 23| current_value_chf: Decimal | None = None\\n 24| quality_warnings: list[str] = field(default_factory=list)\\n 25|\\n 26|\\n 27|@dataclass\\n 28|class CryptoHoldingsResult:\\n 29| wallet_holdings: dict[tuple[str, str], CryptoHolding] = field(default_factory=dict)\\n 30| total_by_asset: dict[str, CryptoHolding] = field(default_factory=dict)\\n 31|\\n 32|\\n 33|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 34| if value is None or str(value).strip() == \\\"\\\":\\n 35| return Decimal(default)\\n 36| return Decimal(str(value))\\n 37|\\n 38|\\n 39|def _ds(value: Decimal | None) -> str | None:\\n 40| return format(value, \\\"f\\\") if value is not None else None\\n 41|\\n 42|\\n 43|def _ensure_holding(result: CryptoHoldingsResult, wallet_id: str, asset_id: str) -> CryptoHolding:\\n 44| return result.wallet_holdings.setdefault((wallet_id, asset_id), CryptoHolding(wallet_id=wallet_id, asset_id=asset_id))\\n 45|\\n 46|\\n 47|def _ensure_total(result: CryptoHoldingsResult, asset_id: str) -> CryptoHolding:\\n 48| return result.total_by_asset.setdefault(asset_id, CryptoHolding(wallet_id=None, asset_id=asset_id))\\n 49|\\n 50|\\n 51|def create_initial_holding_snapshot(\\n 52| conn: Connection,\\n 53| *,\\n 54| asset_id: str,\\n 55| wallet_id: str,\\n 56| quantity: Decimal,\\n 57| verification_status: str,\\n 58| note: str,\\n 59| last_verified_at: str | None = None,\\n 60| legacy_snapshot_value_original: Decimal | None = None,\\n 61| legacy_snapshot_value_chf: Decimal | None = None,\\n 62| legacy_snapshot_currency: str | None = None,\\n 63| legacy_snapshot_date: str | None = None,\\n 64|) -> str:\\n 65| if quantity < 0:\\n 66| raise ValueError(\\\"initial holding quantity must be >= 0\\\")\\n 67| if verification_status not in VALID_VERIFICATION_STATUS:\\n 68| raise ValueError(\\\"invalid verification_status\\\")\\n 69| if not note.strip():\\n 70| raise ValueError(\\\"initial holding snapshot requires a note\\\")\\n 71| now = utc_now()\\n 72| holding_id = stable_id(\\\"cryptoholding\\\", asset_id, wallet_id)\\n 73| conn.execute(\\n 74| \\\"\\\"\\\"\\n 75| INSERT OR REPLACE INTO crypto_holdings(\\n 76| crypto_holding_id, asset_id, wallet_id, quantity, acquisition_source,\\n 77| last_verified_at, verification_status, legacy_snapshot_value_original,\\n 78| legacy_snapshot_value_chf, legacy_snapshot_currency, legacy_snapshot_date,\\n 79| notes, created_at, updated_at\\n 80| ) VALUES (?, ?, ?, ?, 'initial_snapshot', ?, ?, ?, ?, ?, ?, ?,\\n 81| COALESCE((SELECT created_at FROM crypto_holdings WHERE crypto_holding_id=?), ?), ?)\\n 82| \\\"\\\"\\\",\\n 83| (\\n 84| holding_id, asset_id, wallet_id, _ds(quantity), last_verified_at, verification_status,\\n 85| _ds(legacy_snapshot_value_original),\\n 86| _ds(legacy_snapshot_value_chf),\\n 87| legacy_snapshot_currency, legacy_snapshot_date, note, holding_id, now, now,\\n 88| ),\\n 89| )\\n 90| record_audit_event(\\n 91| conn,\\n 92| source=\\\"crypto_holdings\\\",\\n 93| action=\\\"initial_crypto_holding_snapshot\\\",\\n 94| entity_type=\\\"crypto_holding\\\",\\n 95| entity_id=holding_id,\\n 96| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": _ds(quantity), \\\"verification_status\\\": verification_status},\\n 97| user_text_note=note,\\n 98| confirmed=True,\\n 99| created_by=\\\"system\\\",\\n 100| )\\n 101| conn.commit()\\n 102| return holding_id\\n 103|\\n 104|\\n 105|def _apply_delta(result: CryptoHoldingsResult, wallet_id: str, asset_id: str, delta: Decimal) -> None:\\n 106| holding = _ensure_holding(result, wallet_id, asset_id)\\n 107| holding.quantity += delta\\n 108| total = _ensure_total(result, asset_id)\\n 109| total.quantity += delta\\n 110|\\n 111|\\n 112|def calculate_crypto_holdings(conn: Connection) -> CryptoHoldingsResult:\\n 113| result = CryptoHoldingsResult()\\n 114| for row in conn.execute(\\\"SELECT * FROM crypto_holdings ORDER BY wallet_id, asset_id\\\").fetchall():\\n 115| holding = _ensure_holding(result, row[\\\"wallet_id\\\"], row[\\\"asset_id\\\"])\\n 116| holding.quantity += _d(row[\\\"quantity\\\"])\\n 117| holding.verification_status = row[\\\"verification_status\\\"]\\n 118| holding.last_verified_at = row[\\\"last_verified_at\\\"]\\n 119| holding.legacy_snapshot_value_original = _d(row[\\\"legacy_snapshot_value_original\\\"]) if row[\\\"legacy_snapshot_value_original\\\"] is not None else None\\n 120| holding.legacy_snapshot_value_chf = _d(row[\\\"legacy_snapshot_value_chf\\\"]) if row[\\\"legacy_snapshot_value_chf\\\"] is not None else None\\n 121| total = _ensure_total(result, row[\\\"asset_id\\\"])\\n 122| total.quantity += _d(row[\\\"quantity\\\"])\\n 123| rows = conn.execute(\\\"SELECT * FROM crypto_transactions ORDER BY transaction_datetime, created_at, crypto_transaction_id\\\").fetchall()\\n 124| for row in rows:\\n 125| asset_id = row[\\\"asset_id\\\"]\\n 126| qty = _d(row[\\\"quantity\\\"])\\n 127| fee_qty = _d(row[\\\"fee_quantity\\\"])\\n 128| t = row[\\\"transaction_type\\\"]\\n 129| if t == \\\"transfer\\\":\\n 130| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 131| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 132| elif t == \\\"buy\\\":\\n 133| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty - fee_qty)\\n 134| elif t == \\\"sell\\\":\\n 135| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 136| elif t == \\\"fee\\\":\\n 137| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n 138| elif t == \\\"manual_adjustment\\\":\\n 139| if row[\\\"to_wallet_id\\\"]:\\n 140| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 141| elif row[\\\"from_wallet_id\\\"]:\\n 142| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n 143| for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n 144| if not asset[\\\"coingecko_id\\\"]:\\n 145| msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\\n 146| for holding in [h for h in result.wallet_holdings.values() if h.asset_id == asset[\\\"asset_id\\\"]]:\\n 147| holding.quality_warnings.append(\\\"missing_coingecko_id\\\")\\n 148| create_alert(\\n 149| conn,\\n 150| priority=\\\"warnung\\\",\\n 151| category=\\\"crypto\\\",\\n 152| entity_type=\\\"crypto_asset\\\",\\n 153| entity_id=asset[\\\"asset_id\\\"],\\n 154| rule_id=\\\"missing_coingecko_id\\\",\\n 155| message=msg,\\n 156| evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]},\\n 157| fingerprint=\\\"missing_coingecko_id\\\",\\n 158| )\\n 159| conn.commit()\\n 160| return result\\n 161|\", \"total_lines\": 160, \"file_size\": 6870, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection, IntegrityError\\n 4|\\n 5|from jarvis_finance.audit.log import record_audit_event\\n 6|from jarvis_finance.imports.common import stable_id, utc_now\\n 7|\\n 8|VALID_WALLET_TYPES = {\\n 9| \\\"Hardware Wallet\\\",\\n 10| \\\"Software Wallet\\\",\\n 11| \\\"Exchange\\\",\\n 12| \\\"Bank/Broker\\\",\\n 13| \\\"DeFi\\\",\\n 14| \\\"Sonstiges\\\",\\n 15|}\\n 16|\\n 17|\\n 18|def _validate_wallet_type(wallet_type: str) -> None:\\n 19| if wallet_type not in VALID_WALLET_TYPES:\\n 20| raise ValueError(f\\\"wallet_type must be one of {sorted(VALID_WALLET_TYPES)}\\\")\\n 21|\\n 22|\\n 23|def create_wallet(\\n 24| conn: Connection,\\n 25| *,\\n 26| wallet_name: str,\\n 27| wallet_type: str,\\n 28| wallet_address: str | None = None,\\n 29| platform_provider: str | None = None,\\n 30| network_chain: str | None = None,\\n 31| owner: str | None = None,\\n 32| last_verified_at: str | None = None,\\n 33| notes: str | None = None,\\n 34|) -> str:\\n 35| _validate_wallet_type(wallet_type)\\n 36| now = utc_now()\\n 37| wallet_id = stable_id(\\\"wallet\\\", wallet_name)\\n 38| try:\\n 39| conn.execute(\\n 40| \\\"\\\"\\\"\\n 41| INSERT INTO crypto_wallets(\\n 42| wallet_id, wallet_name, wallet_type, platform_provider, network_chain,\\n 43| wallet_address, owner, is_active, last_verified_at, notes, created_at\\n 44| ) VALUES (?, ?, ?, ?, ?, ?, ?, 1, ?, ?, ?)\\n 45| \\\"\\\"\\\",\\n 46| (wallet_id, wallet_name, wallet_type, platform_provider, network_chain, wallet_address, owner, last_verified_at, notes, now),\\n 47| )\\n 48| except IntegrityError as exc:\\n 49| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 50| record_audit_event(\\n 51| conn,\\n 52| source=\\\"crypto_wallets\\\",\\n 53| action=\\\"create_wallet\\\",\\n 54| entity_type=\\\"crypto_wallet\\\",\\n 55| entity_id=wallet_id,\\n 56| new_values={\\\"wallet_name\\\": wallet_name, \\\"wallet_type\\\": wallet_type},\\n 57| confirmed=True,\\n 58| created_by=\\\"system\\\",\\n 59| )\\n 60| conn.commit()\\n 61| return wallet_id\\n 62|\\n 63|\\n 64|def get_wallet(conn: Connection, wallet_id: str):\\n 65| row = conn.execute(\\\"SELECT * FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 66| if row is None:\\n 67| raise KeyError(wallet_id)\\n 68| return row\\n 69|\\n 70|\\n 71|def update_wallet(conn: Connection, wallet_id: str, **changes) -> None:\\n 72| allowed = {\\\"wallet_name\\\", \\\"wallet_type\\\", \\\"wallet_address\\\", \\\"platform_provider\\\", \\\"network_chain\\\", \\\"owner\\\", \\\"last_verified_at\\\", \\\"notes\\\", \\\"is_active\\\"}\\n 73| if \\\"wallet_type\\\" in changes:\\n 74| _validate_wallet_type(changes[\\\"wallet_type\\\"])\\n 75| clean = {k: v for k, v in changes.items() if k in allowed}\\n 76| if not clean:\\n 77| return\\n 78| clean[\\\"updated_at\\\"] = utc_now()\\n 79| assignments = \\\", \\\".join(f\\\"{k}=?\\\" for k in clean)\\n 80| try:\\n 81| conn.execute(f\\\"UPDATE crypto_wallets SET {assignments} WHERE wallet_id=?\\\", (*clean.values(), wallet_id))\\n 82| except IntegrityError as exc:\\n 83| raise ValueError(\\\"wallet_name must be unique\\\") from exc\\n 84| record_audit_event(\\n 85| conn,\\n 86| source=\\\"crypto_wallets\\\",\\n 87| action=\\\"update_wallet\\\",\\n 88| entity_type=\\\"crypto_wallet\\\",\\n 89| entity_id=wallet_id,\\n 90| new_values=clean,\\n 91| confirmed=True,\\n 92| created_by=\\\"system\\\",\\n 93| )\\n 94| conn.commit()\\n 95|\\n 96|\\n 97|def deactivate_wallet(conn: Connection, wallet_id: str, *, note: str) -> None:\\n 98| if not note.strip():\\n 99| raise ValueError(\\\"deactivate wallet requires a note\\\")\\n 100| update_wallet(conn, wallet_id, is_active=0, notes=note)\\n 101|\", \"total_lines\": 100, \"file_size\": 3314, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"id": "rs_0791577ebb536a40016a076c19f1cc8191b99adfbdc987b496",
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}
],
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{
"id": "call_vGj3lBh2surqWlzm244dDwwH",
"call_id": "call_vGj3lBh2surqWlzm244dDwwH",
"response_item_id": "fc_0791577ebb536a40016a076c1dd24481919f784ef7f2d2ce32",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"python - <<'PY'\\nfrom openpyxl import load_workbook\\nfrom pathlib import Path\\np=Path('/home/agent/jarvis_runtime/finance-system/tmp_imports/260514_crypto_adjusted.xlsx')\\nws=load_workbook(p, data_only=False, read_only=True).active\\nfor r in range(1, min(ws.max_row,50)+1):\\n vals=[ws.cell(r,c).value for c in range(1, ws.max_column+1)]\\n if not any(v not in (None,'') for v in vals): continue\\n types=[]\\n for v in vals:\\n if v in (None,''): types.append('.')\\n elif isinstance(v,str) and v.startswith('='): types.append('F')\\n elif isinstance(v,(int,float)): types.append('N')\\n elif isinstance(v,str):\\n s=v.strip()\\n if s.lower().startswith(('coingecko','coin gecko')) or ('-' in s and ' ' not in s and len(s)<40): types.append('T')\\n else: types.append('S')\\n else: types.append(type(v).__name__[0])\\n print(r, ''.join(types), 'nonempty', sum(t!='.' for t in types))\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 5, in \\nTypeError: '<' not supported between instances of 'int' and 'NoneType'\", \"exit_code\": 1, \"error\": null}",
"tool_call_id": "call_vGj3lBh2surqWlzm244dDwwH"
},
{
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"content": "",
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"finish_reason": "tool_calls",
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{
"id": "call_kradCv9VANfgybRurXWaSomM",
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}
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},
{
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"reasoning": "**Evaluating data structure**\n\nI'm thinking that \"jeweils in der Zeile vor dem Coin\" might suggest that the line above each coin contains the API ID, while the coin amount is below. I wonder if there are 36 rows for 18 coins? It seems like the ID line would have the same amounts. I should inspect the first two columns to check if they contain CoinGecko IDs and coin labels. I’ll print the row index for the names, but I need to ensure the output is suitable for the user.",
"finish_reason": "tool_calls",
"reasoning_content": "**Evaluating data structure**\n\nI'm thinking that \"jeweils in der Zeile vor dem Coin\" might suggest that the line above each coin contains the API ID, while the coin amount is below. I wonder if there are 36 rows for 18 coins? It seems like the ID line would have the same amounts. I should inspect the first two columns to check if they contain CoinGecko IDs and coin labels. I’ll print the row index for the names, but I need to ensure the output is suitable for the user.",
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"id": "rs_0791577ebb536a40016a076c2da1788191b048d20588638af0",
"summary": [
{
"type": "summary_text",
"text": "**Evaluating data structure**\n\nI'm thinking that \"jeweils in der Zeile vor dem Coin\" might suggest that the line above each coin contains the API ID, while the coin amount is below. I wonder if there are 36 rows for 18 coins? It seems like the ID line would have the same amounts. I should inspect the first two columns to check if they contain CoinGecko IDs and coin labels. I’ll print the row index for the names, but I need to ensure the output is suitable for the user."
}
]
}
],
"tool_calls": [
{
"id": "call_9EikiAWwfZZ4bPWbSmJXTazp",
"call_id": "call_9EikiAWwfZZ4bPWbSmJXTazp",
"response_item_id": "fc_0791577ebb536a40016a076c39006c819191f219ce445c4a4d",
"type": "function",
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"arguments": "{\"command\":\"python - <<'PY'\\nfrom openpyxl import load_workbook\\np='/home/agent/jarvis_runtime/finance-system/tmp_imports/260514_crypto_adjusted.xlsx'\\nws=load_workbook(p, data_only=False, read_only=True).active\\nfor idx,row in enumerate(ws.iter_rows(values_only=True), start=1):\\n if idx>45: break\\n vals=list(row)\\n if not any(v not in (None,'') for v in vals): continue\\n a=str(vals[0]).strip() if len(vals)>0 and vals[0] is not None else ''\\n b=str(vals[1]).strip() if len(vals)>1 and vals[1] is not None else ''\\n print(idx, 'A=', a[:80], '| B=', b[:80])\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"1 A= | B= \\n2 A= API ID | B= Coin Name\\n3 A= aave | B= AAVE\\n4 A= cardano | B= ADA Cardano\\n5 A= avalanche-2 | B= Avalanche AVAX\\n6 A= bitcoin | B= Bitcoin BTC\\n7 A= binancecoin | B= BNB\\n8 A= pancakeswap-token | B= CAKE Pancake\\n9 A= chainlink | B= Chainlink\\n10 A= decentraland | B= Decentraland MANA\\n11 A= dogecoin | B= DOGE\\n12 A= enjincoin | B= Enjin ENJ\\n13 A= ethereum | B= Ethereum ETH\\n14 A= first-digital-usd | B= FDUSD\\n15 A= flare-networks | B= Flare FLR\\n16 A= hedera-hashgraph | B= Hedera HBAR\\n17 A= highstreet | B= HIGH Highstreet\\n18 A= iota | B= IOTA IOT\\n19 A= lightlink | B= LL Light Link\\n20 A= terra-luna-2 | B= LUNA Terra\\n21 A= terra-luna | B= LUNC Terra Classic\\n22 A= netvrk | B= NETVR\\n23 A= midnight-3 | B= NIGHT\\n24 A= ox-fun | B= Ox ZRX\\n25 A= polygon-ecosystem-token | B= Polygon MATIC\\n26 A= ripple | B= Ripple XRP\\n27 A= the-sandbox | B= SAND The Sandbox\\n28 A= saros-finance | B= SAROS\\n29 A= sky | B= SKY\\n30 A= solana | B= SOL Solana\\n31 A= sonic-3 | B= S Sonic\\n32 A= stellar | B= Stellar Lumens XLM\\n33 A= sundaeswap | B= Sundae\\n34 A= swissborg | B= Swissborg\\n35 A= tether | B= Tether USD\\n36 A= vechain | B= VeChain VET\\n37 A= vethor-token | B= VTHO\\n38 A= wilder-world | B= Wilder World WILD\\n39 A= | B=\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_9EikiAWwfZZ4bPWbSmJXTazp"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Parsing the structure**\n\nI’m realizing that the structure actually identifies the same row in column A, which is a good start. Now, I need to parse the columns properly. I think I should print the headers from the header row. Also, maybe I need to focus on the quantities in columns C through I? I wonder if that will give me the information I need clearly. Let’s keep moving forward with this!",
"finish_reason": "tool_calls",
"reasoning_content": "**Parsing the structure**\n\nI’m realizing that the structure actually identifies the same row in column A, which is a good start. Now, I need to parse the columns properly. I think I should print the headers from the header row. Also, maybe I need to focus on the quantities in columns C through I? I wonder if that will give me the information I need clearly. Let’s keep moving forward with this!",
"codex_reasoning_items": [
{
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"id": "rs_0791577ebb536a40016a076c3e451c8191b64d85fb6d121806",
"summary": [
{
"type": "summary_text",
"text": "**Parsing the structure**\n\nI’m realizing that the structure actually identifies the same row in column A, which is a good start. Now, I need to parse the columns properly. I think I should print the headers from the header row. Also, maybe I need to focus on the quantities in columns C through I? I wonder if that will give me the information I need clearly. Let’s keep moving forward with this!"
}
]
}
],
"tool_calls": [
{
"id": "call_fh5wP2LUdNber1hlCGz1ZNfO",
"call_id": "call_fh5wP2LUdNber1hlCGz1ZNfO",
"response_item_id": "fc_0791577ebb536a40016a076c40de848191b1a8de023e5b9efd",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"python - <<'PY'\\nfrom openpyxl import load_workbook\\nws=load_workbook('/home/agent/jarvis_runtime/finance-system/tmp_imports/260514_crypto_adjusted.xlsx', data_only=False, read_only=True).active\\nrow2=next(ws.iter_rows(min_row=2, max_row=2, values_only=True))\\nfor i,v in enumerate(row2,1):\\n if v not in (None,''):\\n print(i, str(v)[:80])\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"1 API ID\\n2 Coin Name\\n3 Swissborg\\n4 Binance\\n5 KuCoin\\n6 Metamask\\n7 FireFly IOTA\\n8 Yoloi Wallet\\n9 Nami Wallet\\n10 Total Coins\\n11 CHF 31.12.2025\\n12 Wert pro 1 Coin\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_fh5wP2LUdNber1hlCGz1ZNfO"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Evaluating asset mappings**\n\nI'm thinking about how to handle asset existence and conflicts with CoinGecko IDs. If an asset is missing, I might need to create a new mapping, but I also need to avoid overwriting existing ones. Maybe if the CoinGecko ID in the file is clear, it can be used for mapping. I've realized that if there's no existing mapping for the asset, using a new ID might be allowed. I'll need to clarify this to ensure accuracy.\n**Inspecting current assets**\n\nIt looks like I need to check for existing IDs in the coingecko database. I should avoid any silent overwrites during audits, which makes sense for maintaining data integrity. I'll need to create a script that can help aggregate the current assets and identify any missing IDs. This will ensure I have a complete picture before proceeding. It's definitely a step worth taking to avoid any potential issues!",
"finish_reason": "tool_calls",
"reasoning_content": "**Evaluating asset mappings**\n\nI'm thinking about how to handle asset existence and conflicts with CoinGecko IDs. If an asset is missing, I might need to create a new mapping, but I also need to avoid overwriting existing ones. Maybe if the CoinGecko ID in the file is clear, it can be used for mapping. I've realized that if there's no existing mapping for the asset, using a new ID might be allowed. I'll need to clarify this to ensure accuracy.\n**Inspecting current assets**\n\nIt looks like I need to check for existing IDs in the coingecko database. I should avoid any silent overwrites during audits, which makes sense for maintaining data integrity. I'll need to create a script that can help aggregate the current assets and identify any missing IDs. This will ensure I have a complete picture before proceeding. It's definitely a step worth taking to avoid any potential issues!",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqB2xRIxqLOWlVGUAJt_8yJD-65XnQ2qaugsCH9tQnE57BwDmKRfQEaUISXItNgEy2f3XejbsRZu_v1UEgYIgUPWP6feZ-53NA11f4TIw2lSFXA1ucjuxQ-7TjD2imbHRO_KHx4bqzm2bGQGdwkxM_jlQh6Ri63QtMOGMDl080naAPFvaa9vsnMT4bL96HN0S5lzSA9gebsc2KS3ry8gv8O-kfiE8lpN7mpLB1N7irteBZQXmTlljcPn7mX8UaGtlghnOU2ksTTWxNGPRDrLFkcZD7huXKR7LmUsV9CiZ2wNErWx8NNKjIShBs-VFJ0LgLh5cCV3GtQvk5IQ-oz6vHIA-63tlURVve42RM-dnIo3QepIzVUQm22Wo7250OAgjJg4hkKhcXLBpaSWMap_bx1RUYtTmBYL3V-YTnrZFd9NEZ6H2si3jaWQ584EqtgzmOO49I7i2LcqMRcfCC1Wp2IQ1k1E4UhRPql0APiCmZ_1NFPjuQ19F5KBglhvPWTxGRMTNzYIPT6MY1vIpUOAmu-drZFy0yqVWmo58TyBTvIYDl0LivQwRdn9Yx03ZMR9VjI4-XLNX2O-iK9hNhA6Fs024yQXtfqscrGBY8ESPzNfzOThU5qzL8qHcnb4OEpxqLYW9ivLvaANLdZotOeYCVH41UewN9yJTAPujgR4CzkqGW5fQb9uBjLLqyV596In4fAa3d_GvbHfUhiusvQmQFf9MbJmI_xD_qyHBTylu-cvzXES3ZYkQuRmwQuEtr1du1cwwfSZtClDi6fpfIIMPfbWJgVY3EkIAq3bb1fCd3YFifRtsW2UGGWk01KLxK_426qeRJimAd2vVCVvAvhcTNdfPNAJsSU8328bGt2knrH8il4edAq60QGzLhP-Qt55LvfOtK56p7HjYeYTOuN-yZn6FYeutsgYM-mKFAMav_fn_jmiNHmR0ub5B6njXS8EjPxv6u-hsgb1nhsMu5JJ8V_QpfvxmKCa48quInU0xArAUDqRw3wfI_5pdocMLC3usJ3EZnERbwm48XB6vKnpmWDiLrsHXfvQlh2URcRJohUeeZ-_09EwncFvFKrcuy3T5AOJ891SGChTjAfLUt-5qGlZmNZKm4jGuw7vd4xPyjmtjkKQvCMvHoFIEo7bb5rbXwkqnviap51-ILIcaVr2NDRdPoWUVv75NBvQi8dXaRPRV2pUliy6jZuc2VCOErI1Fzte-fyCdtDGIIRxbofZyn0olQ576NwS_0JPFDOXhFEZhINpy0U8KF3_cgO_ISW75SxQD_OvwOY-cQ7YrncP4BKv7HN6D58wUjMKbKRw34KGh40UVoSF8JIbqiUcRtFXdiTbeo7JCK2X5066dsy49rogdY-ef5f_2mThH_OajR1kJMDLTSiFnMzi6JebqoRYHkc27UeI-D0f5ICCOtMF7VOrLLWmI9E9HLGt_FXnS5iaHQD9Vs8hA0XnIrcg1wlai_3fjCgKLbLgzsKcPQV-PM9pVo9AvQZFDex4gniEhkr_Px3CzlBOw2AJUdvHAgP_DSEoqH5E-uDVtth4nWDzAHnJ58qji6RBNSiREx5iK4nkIe-zxTgUBdqNE5qPq6-N5y2S547TVi8EZXG9JhCjOixfcIFwbiA8w9HAugRzSnkjO832vUC91hDVKkNV98d9EKK-VJDMH7zWCNItPKjLEBH1bse1EUb4yC0yWC1De74nEZGq0axStbL1hyb7jai3krFBDwwYLGfcOGlN1AYi1F_TWce-wecE8a2A6yYdHe1SF2cj-RTr0KJULzvCPgpHx3sbIYHYKMFigYkD_uf3sG4bqOTwz3vxbYrXOWb0ShfM3y-XFw56sEm1KnfbD55KyehR26zEGbx_0MvKm61iDyccg7en65MszlTfoqS5_iGKfoKJ-v5bukMuDiE6A-uwuxRm5A8ij2R4qmsOMMtn_WrgmwDKxUFVusKsMu4FUc5p1iGhjMvjx0qbmhXfLRNnvSu7jwy_5AxClgj5hOFsvu5yE9NXZ8pBzgsMBUbXl9wJ4SBwwcsZhg3tpjJ9z-rjXwEsrYOk06N2XfwAKSjtXGFHG4jfXjzIr3iQxzcwODy7FETlVdVuxjrWkh4kLWzoNXgCiRWRfldQzo-CPFHSTTcYM1HLll-WCFD5V39lKoC0iVZ5egfO8rytjveUxPcyfWdx0jBSAvodpl8nMi72yb7666e1PrZvOEeBZsSrWu8ykzaiyoG3FqmdFEX__tbnlHD68kYEdyRPQu9sTgaphqPq4dOCwyo0ka86inOQRzMFdnqv1r7BXmnxEOBf3ZDSI63gVvHbQZG25izNeLZUI7J8NHSyPJV0RBv2G7fLhB26skDJ953BDxnQC8eu15NpkGb-_fjlOs2kteeRblf1pagY8tPFvGaaXupU_hnABzEbkBaIvEjELNZVThjzoZ6LuwJr3d82Hln0uQLgUjbwSh_CQbX4IJ43eHWPNTwcS-8NjI9nYu1HZyHxzwYmsXIxvjW8sGMzsk25omuMS_BAls_UYjR9R_w9qYCqF6JxupulOl2bwF5H0j9QjBKHLdfYD4Ey0vCmIVcZoTjnkPOgK9xNYjmYpE8KPqFh_bKqiLi12rS_gGSgo0AinHQiT2whrWaZyHUQHwmfPJqGigFclPZJ0kESLiHy9N6bUs0NuNGPCGQATh64MulomFoXhbVLJXJhITpG7AlR_VHEpEbVawMFoVoJ-lV6ONnzZ6o0xau-ScvzyaRmO7umGitQRiTZky0C_-_tsU238-t76uAv8h7qBexQW_2pKhPQoKDBuCS_FuKq6v3HQA1ATUWy-N2r8lSq15xO_wXYw_nn1cD_ufTpglEXJLYTMpjXa_SPjdcclC3l8-OE48aj47WKcS6J61CVXmmojHBhbdGArPwvPTiSw3s-B-guAPRdmLcTpsXQ7dko6yyNHeUrlU_qwJiyf5aidbkMefttjP-90c5n1jmNAJwgXhOHq78OtYmY-HeYTj1R7qJ3dAqRroclUkxrDXTN3k9EdA9Cb-D1VBK3HIW9aa9lUuykX7zurttUX6GDUmy7UaR3GXRL0RN7p-o2NeCkhLfL_fdDLRf6GuPu59pve1pf-QDiushYuxrC-sAwRoU3H9j67U8PwkmFI7SYUfefuHC8gkIqhrbeEXizWwjI49xZui1xNvrXzhuUUyLzfINSrTbdIEXqTnk7K5yVwX7lRNOpqegwS5h9vfN3ev8uXYDAMlxMK8S1ccbYmIy1XFwLHQHkza9XCrihF4SoBtiH7K6DYQYm_fQxfeieOeN-nyQdYZPQhBzOjiOW26-XyA2v5iHagCN7ZRvLnqVs82XKJu-dSpW1wTn2THNLQPx_FR6KEeQQW5E1Gi6aBSosJndwCJHePHSuKQ501DoiiUqRDGRdPRf4B0YDgtiHPxzyNhDvGnp9qTmusaERaeNqeSH9JoKBikrHzuGgPbMBCf6Bqv4ngz_GrIfXCOLWQTZ7pAhk1FkqyHkemISzmDws0PFTBZ_DxNXqLpuQ0WLTu1O0JsrxxX2XDa9NwYOouqFl6IMN5jhezGmEoI21uvyMZTXpWbDmwxcvofjyo9Iw90o4eMXY9C7y90vHLxqByErdFc6tVEK75idx8uLAG8CoehaVjRRaDiOuGlUVySV6Hp-geKWHyUnp4mJqQHEFQxXrYbkQOSf4CFSrYagy9sVYO-jK9w_ZkKfjX87xqjwYyCaL3UJJrPuseFNaRL91gA4OZErReJebOuFsJpM77h_Lh1D9Vn9ZyUhUI4IPwD0ZXR3eGw4iMpWMMCwcb6-nuU4KoIvBbCAhsPqOHu51Oh0Nd4TdtA7IPQMHO-UmKNzA9xat3tUdavI6NW1YWoLbWUpZ-AT2FMfn9ld9KkSFqtR2s_0GWGUtJWEO30DO-4RvEp6cPScxbQBJ1z0Wugke4tzal6rvnDHhoQ-8BcAyMmjz0VsL46DRYXuRuFS3odmqgii9HxXjbz6fgXLbvyPfIj8Z9po6gfhbYU0NRWrOjraSqtXo_o7x_KZajguv6AFX9UIHVxf_P7Sd1J7EBjem4l9FDlYZMOFbSVmMNCngUUcLndTHWvNHphnq8B3n6nxv3NXXL4DksgDf9s2_qufN7DyItw6Btujd1yh9RvSqltqCszzjQMjs7Imyy7daBPino-N8NnNEjP-GaP7UQwlHO3sZb2w12eaXTftoS6wE3bUBJB6nuGnpEfWLVBVnsalchCDkvk79DS6qeHVeza7aygT7GBEVzY248_PTuEaqgZl2lwWnZgBaXb53LNkITmZm9qRGqs07bsHbiuq47s3q9Xi0KyRX_KUKGs7SOEoAqv5WpxTCx1nzt3JRvJpmvOAl1X58qzM6iX5yVmmVHjZ9jFWNmGt4eyRpCK8UNa1jSwZg1L6OYMIuRtWkvNjnspKM170h_9Vw2s1eBl02wSDBqcR-8hUExppNwe9LPauNnnKn0bIAUCWxOmK-yxu2l-TErM6Ps6_5HGb3CGoHfUx1ABwj716hmUtH4qM_hbuE0X5Ox-iEg3S2GRqv5xuqHyYK7awRErc-TQFrlaU7pmjmYmZk2d_v6aabvQEpsVNPdMKj-URa3eKwesu0v6wqvVtBQMht5OCo_-YucNLo9cNIUuCy7Jgtzw509inwec1Ib6Nwe15kyqcqv4ytbelXP7TAX1WhWmcaWudqPruzCfprqDde8dM6VbQRoedVTtB2DMcktyeDlfSQGOJj5rrxR8D2U2rcvd",
"id": "rs_0791577ebb536a40016a076c455400819192acac3b8e6a6100",
"summary": [
{
"type": "summary_text",
"text": "**Evaluating asset mappings**\n\nI'm thinking about how to handle asset existence and conflicts with CoinGecko IDs. If an asset is missing, I might need to create a new mapping, but I also need to avoid overwriting existing ones. Maybe if the CoinGecko ID in the file is clear, it can be used for mapping. I've realized that if there's no existing mapping for the asset, using a new ID might be allowed. I'll need to clarify this to ensure accuracy."
},
{
"type": "summary_text",
"text": "**Inspecting current assets**\n\nIt looks like I need to check for existing IDs in the coingecko database. I should avoid any silent overwrites during audits, which makes sense for maintaining data integrity. I'll need to create a script that can help aggregate the current assets and identify any missing IDs. This will ensure I have a complete picture before proceeding. It's definitely a step worth taking to avoid any potential issues!"
}
]
}
],
"tool_calls": [
{
"id": "call_OVKUTmOeaEFLuj4nGLP1VK9H",
"call_id": "call_OVKUTmOeaEFLuj4nGLP1VK9H",
"response_item_id": "fc_0791577ebb536a40016a076c51657081918ca78c9f65797897",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\ns=load_settings(repo_root=find_repo_root())\\nconn=connect(s.db_path)\\nrows=conn.execute('select count(*) c from crypto_assets').fetchone()['c']\\nids=conn.execute(\\\"select count(*) c from crypto_assets where coingecko_id is not null and trim(coingecko_id)<>''\\\").fetchone()['c']\\nh=conn.execute('select count(*) c from crypto_holdings').fetchone()['c']\\nw=conn.execute('select count(*) c from crypto_wallets').fetchone()['c']\\nprint('assets_total', rows, 'assets_with_id', ids, 'holdings_total', h, 'wallets_total', w)\\nprint('distinct_symbols', conn.execute('select count(distinct symbol) c from crypto_assets').fetchone()['c'])\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"assets_total 20 assets_with_id 20 holdings_total 27 wallets_total 8\\ndistinct_symbols 20\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_OVKUTmOeaEFLuj4nGLP1VK9H"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Evaluating coin imports**\n\nI need to adjust the list of coins to possibly include all 20 current assets and import 16 new ones. I should validate this information and use the CoinGecko API for rates. I'll check for valid entries like \"midnight-3\" and perform a dry run of the script. Matching wallet names to schema is crucial, and I need to consider missing wallets based on their types, especially for exchanges. I'll have to ensure I manage headers properly, too.\n**Mapping wallet data**\n\nI need to create a script that can fuzzy match current wallets from a previous import. The goal is to match existing entries without outputting unnecessary information. I’ll focus on ensuring the query can effectively identify matches, and it seems like this fuzzy mapping approach could help streamline my data management. Overall, it’s important to balance accuracy and efficiency in this process!",
"finish_reason": "tool_calls",
"reasoning_content": "**Evaluating coin imports**\n\nI need to adjust the list of coins to possibly include all 20 current assets and import 16 new ones. I should validate this information and use the CoinGecko API for rates. I'll check for valid entries like \"midnight-3\" and perform a dry run of the script. Matching wallet names to schema is crucial, and I need to consider missing wallets based on their types, especially for exchanges. I'll have to ensure I manage headers properly, too.\n**Mapping wallet data**\n\nI need to create a script that can fuzzy match current wallets from a previous import. The goal is to match existing entries without outputting unnecessary information. I’ll focus on ensuring the query can effectively identify matches, and it seems like this fuzzy mapping approach could help streamline my data management. Overall, it’s important to balance accuracy and efficiency in this process!",
"codex_reasoning_items": [
{
"type": "reasoning",
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"id": "rs_0791577ebb536a40016a076c5629d08191bba347af7e5568c8",
"summary": [
{
"type": "summary_text",
"text": "**Evaluating coin imports**\n\nI need to adjust the list of coins to possibly include all 20 current assets and import 16 new ones. I should validate this information and use the CoinGecko API for rates. I'll check for valid entries like \"midnight-3\" and perform a dry run of the script. Matching wallet names to schema is crucial, and I need to consider missing wallets based on their types, especially for exchanges. I'll have to ensure I manage headers properly, too."
},
{
"type": "summary_text",
"text": "**Mapping wallet data**\n\nI need to create a script that can fuzzy match current wallets from a previous import. The goal is to match existing entries without outputting unnecessary information. I’ll focus on ensuring the query can effectively identify matches, and it seems like this fuzzy mapping approach could help streamline my data management. Overall, it’s important to balance accuracy and efficiency in this process!"
}
]
}
],
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"arguments": "{\"path\":\"/home/agent/jarvis_runtime/finance-system/tmp_imports/crypto_adjusted_import.py\",\"content\":\"from __future__ import annotations\\n\\nimport argparse, json, re, sys, urllib.request\\nfrom dataclasses import dataclass, asdict\\nfrom decimal import Decimal, InvalidOperation\\nfrom pathlib import Path\\nfrom typing import Any\\n\\nfrom openpyxl import load_workbook\\n\\nREPO = Path('/home/agent/.hermes/repos/FinanceManager')\\nsys.path.insert(0, str(REPO/'src'))\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.imports.common import create_import_session, source_hash, utc_now, stable_id\\nfrom jarvis_finance.crypto.assets import create_crypto_asset\\nfrom jarvis_finance.crypto.wallets import create_wallet\\nfrom jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\nfrom jarvis_finance.audit.log import record_audit_event\\n\\nXLSX = Path('/home/agent/jarvis_runtime/finance-system/tmp_imports/260514_crypto_adjusted.xlsx')\\nVALIDATION_CACHE = Path('/home/agent/jarvis_runtime/finance-system/tmp_imports/coingecko_coins_list.json')\\nSNAPSHOT_DATE='2025-12-31'\\nWALLET_COLS = range(3,10) # C:I\\n\\n@dataclass\\nclass ParsedHolding:\\n row_idx:int\\n coingecko_id:str\\n coin_label:str\\n symbol_guess:str\\n wallet_label:str\\n quantity_text:str\\n formula:bool=False\\n scientific:bool=False\\n\\n@dataclass\\nclass Plan:\\n coin_rows_read:int=0\\n coingecko_id_rows_detected:int=0\\n valid_ids:int=0\\n invalid_or_missing_ids:int=0\\n semantic_conflicts:int=0\\n existing_assets:int=0\\n new_assets_importable:int=0\\n existing_holdings:int=0\\n new_holdings_importable:int=0\\n mapping_conflicts:int=0\\n skipped:int=0\\n decimal_problems:int=0\\n formula_cases:int=0\\n scientific_notation_cases:int=0\\n wallet_missing_importable:int=0\\n blockers:int=0\\n import_possible:bool=False\\n parsed_holdings:int=0\\n errors:int=0\\n import_session_created:bool=False\\n audit_events_created:int=0\\n dashboard_crypto_contains_new_coins:bool=False\\n report_context_contains_new_coins:bool=False\\n assets_created:int=0\\n holdings_created:int=0\\n existing_skipped:int=0\\n conflicts:int=0\\n\\n\\ndef load_cg() -> dict[str, dict[str,str]]:\\n if VALIDATION_CACHE.exists() and VALIDATION_CACHE.stat().st_size > 1000:\\n data=json.loads(VALIDATION_CACHE.read_text())\\n else:\\n url='https://api.coingecko.com/api/v3/coins/list?include_platform=false'\\n with urllib.request.urlopen(url, timeout=30) as r:\\n data=json.loads(r.read().decode('utf-8'))\\n VALIDATION_CACHE.write_text(json.dumps(data), encoding='utf-8')\\n return {str(x.get('id','')).lower(): {'symbol':str(x.get('symbol','')).upper(), 'name':str(x.get('name',''))} for x in data}\\n\\n\\ndef clean(s:Any)->str:\\n return str(s or '').strip()\\n\\ndef decimal_text(v:Any)->tuple[str|None,bool,bool]:\\n if v is None or str(v).strip()=='' or str(v).strip()=='-': return None,False,False\\n raw=str(v).strip().replace(\\\"'\\\",'').replace(',', '')\\n sci=bool(re.search(r'[eE][+-]?\\\\d+', raw))\\n try:\\n d=Decimal(raw)\\n except InvalidOperation:\\n return None,False,sci\\n if d == 0: return None,False,sci\\n if d < 0: raise ValueError('negative quantity')\\n return format(d,'f'), True, sci\\n\\ndef guess_symbol(label:str, cg_id:str, cg_meta:dict[str,dict[str,str]])->str:\\n meta=cg_meta.get(cg_id.lower())\\n if meta: return meta['symbol'].upper()\\n toks=re.findall(r'[A-Za-z0-9]+', label.upper())\\n return toks[-1] if toks else label[:12].upper()\\n\\ndef sem_ok(label:str, cg_id:str, meta:dict[str,str]) -> bool:\\n label_l=label.lower()\\n name_l=meta['name'].lower()\\n sym_l=meta['symbol'].lower()\\n id_l=cg_id.lower().replace('-', ' ')\\n toks=set(re.findall(r'[a-z0-9]+', label_l))\\n if sym_l and sym_l in toks: return True\\n if name_l and any(t and len(t)>=3 and t in label_l for t in re.findall(r'[a-z0-9]+', name_l)): return True\\n if any(t and len(t)>=3 and t in label_l for t in id_l.split()): return True\\n return False\\n\\ndef parse_workbook(cg_meta:dict[str,dict[str,str]]) -> tuple[Plan, list[ParsedHolding], dict[str, Any]]:\\n wb_f=load_workbook(XLSX, data_only=False, read_only=True)\\n wb_v=load_workbook(XLSX, data_only=True, read_only=True)\\n ws_f=wb_f.active; ws_v=wb_v.active\\n rows_f=list(ws_f.iter_rows(values_only=True)); rows_v=list(ws_v.iter_rows(values_only=True))\\n p=Plan()\\n headers=[clean(x) for x in rows_f[1]]\\n structure={\\n 'sheet_count': len(wb_f.sheetnames), 'sheet_name': ws_f.title, 'header_api_id': headers[0].lower()=='api id',\\n 'header_coin_name': headers[1].lower()=='coin name', 'wallet_columns_detected': sum(1 for c in WALLET_COLS if c-1 < len(headers) and headers[c-1]),\\n 'rows_nonempty': sum(1 for r in rows_f if any(clean(x) for x in r)),\\n }\\n holdings=[]\\n seen_ids=set()\\n for idx,(rf,rv) in enumerate(zip(rows_f, rows_v), start=1):\\n if idx<=2: continue\\n cg=clean(rf[0] if len(rf)>0 else '').lower()\\n label=clean(rf[1] if len(rf)>1 else '')\\n if not cg and not label: continue\\n p.coin_rows_read += 1\\n if cg: p.coingecko_id_rows_detected += 1; seen_ids.add(cg)\\n meta=cg_meta.get(cg)\\n if not cg or not meta:\\n p.invalid_or_missing_ids += 1\\n continue\\n if not sem_ok(label,cg,meta):\\n p.semantic_conflicts += 1\\n continue\\n p.valid_ids += 1\\n symbol=guess_symbol(label,cg,cg_meta)\\n for c in WALLET_COLS:\\n wallet=headers[c-1]\\n formula = len(rf)>=c and isinstance(rf[c-1], str) and rf[c-1].startswith('=')\\n if formula: p.formula_cases += 1\\n try:\\n qty, ok, sci = decimal_text(rv[c-1] if len(rv)>=c else None)\\n except Exception:\\n p.decimal_problems += 1; continue\\n if sci: p.scientific_notation_cases += 1\\n if not ok or qty is None: continue\\n holdings.append(ParsedHolding(idx,cg,label,symbol,wallet,qty,formula,sci))\\n p.parsed_holdings=len(holdings)\\n return p, holdings, structure\\n\\ndef wallet_type(name:str)->str:\\n n=name.lower()\\n if any(x in n for x in ['binance','kucoin','swissborg']): return 'Exchange'\\n return 'Software Wallet'\\n\\ndef build_plan(conn, p:Plan, holdings:list[ParsedHolding]) -> tuple[Plan, list[dict[str,Any]]]:\\n assets_by_cg={clean(r['coingecko_id']).lower(): dict(r) for r in conn.execute('select * from crypto_assets').fetchall() if clean(r['coingecko_id'])}\\n assets_by_symbol={clean(r['symbol']).upper(): dict(r) for r in conn.execute('select * from crypto_assets').fetchall()}\\n wallets={clean(r['wallet_name']).lower(): dict(r) for r in conn.execute('select * from crypto_wallets').fetchall()}\\n existing_holdings={(r['asset_id'], r['wallet_id']) for r in conn.execute('select asset_id,wallet_id from crypto_holdings').fetchall()}\\n asset_plan={}; actions=[]; new_asset_ids=set(); existing_asset_ids=set()\\n for h in holdings:\\n status='skipped'; asset=None; conflict=False\\n if h.coingecko_id in assets_by_cg:\\n asset=assets_by_cg[h.coingecko_id]; status='asset_existing'; existing_asset_ids.add(asset['asset_id'])\\n elif h.symbol_guess.upper() in assets_by_symbol and clean(assets_by_symbol[h.symbol_guess.upper()].get('coingecko_id')).lower() not in ('', h.coingecko_id):\\n p.mapping_conflicts += 1; p.conflicts += 1; p.skipped += 1; conflict=True\\n elif h.symbol_guess.upper() in assets_by_symbol and not clean(assets_by_symbol[h.symbol_guess.upper()].get('coingecko_id')):\\n # conservative: do not update missing mapping silently\\n p.mapping_conflicts += 1; p.conflicts += 1; p.skipped += 1; conflict=True\\n else:\\n aid=stable_id('cryptoasset', h.coingecko_id, h.symbol_guess, '')\\n asset={'asset_id':aid, 'coin_name':h.coin_label, 'symbol':h.symbol_guess, 'coingecko_id':h.coingecko_id}\\n status='asset_new'; new_asset_ids.add(aid)\\n if conflict or not asset: continue\\n wallet_key=h.wallet_label.lower()\\n wallet=wallets.get(wallet_key)\\n wallet_id=wallet['wallet_id'] if wallet else stable_id('wallet', h.wallet_label)\\n if not wallet: p.wallet_missing_importable += 1\\n exists=(asset['asset_id'], wallet_id) in existing_holdings\\n if exists:\\n p.existing_holdings += 1; p.existing_skipped += 1; hold_status='holding_existing'\\n else:\\n p.new_holdings_importable += 1; hold_status='holding_new'\\n actions.append({'holding':h, 'asset':asset, 'asset_status':status, 'wallet_id':wallet_id, 'wallet_exists': bool(wallet), 'holding_status': hold_status})\\n p.existing_assets=len(existing_asset_ids)\\n p.new_assets_importable=len(new_asset_ids)\\n p.blockers=p.invalid_or_missing_ids+p.semantic_conflicts+p.mapping_conflicts+p.decimal_problems\\n # block only technical blockers, not skipped conflicts. Import clear subset if at least one new holding and decimal ok.\\n p.import_possible = p.decimal_problems == 0 and p.new_holdings_importable > 0\\n return p, actions\\n\\ndef do_import(conn, p:Plan, actions:list[dict[str,Any]]) -> Plan:\\n before_assets=conn.execute('select count(*) c from crypto_assets').fetchone()['c']\\n before_holdings=conn.execute('select count(*) c from crypto_holdings').fetchone()['c']\\n created_assets=set(); created_wallets=set(); errors=[]; imported=0\\n session_id=create_import_session(conn, import_type='crypto_adjusted_xlsx_initial_snapshot', source_filename=XLSX.name, file_hash=source_hash(XLSX), status='started', rows_total=p.parsed_holdings, rows_imported=0, rows_failed=0, errors=[], notes='Adjusted XLSX with CoinGecko IDs; aggregate-only runtime import; legacy CHF ignored.')\\n p.import_session_created=True\\n try:\\n for a in actions:\\n if a['holding_status']!='holding_new': continue\\n h=a['holding']; asset=a['asset']\\n if not a['wallet_exists'] and a['wallet_id'] not in created_wallets:\\n create_wallet(conn, wallet_name=h.wallet_label, wallet_type=wallet_type(h.wallet_label), notes='Created during adjusted crypto XLSX import')\\n created_wallets.add(a['wallet_id'])\\n if a['asset_status']=='asset_new' and asset['asset_id'] not in created_assets:\\n create_crypto_asset(conn, coin_name=asset['coin_name'], symbol=asset['symbol'], coingecko_id=asset['coingecko_id'], notes='Created during adjusted crypto XLSX import')\\n created_assets.add(asset['asset_id'])\\n # recheck duplicate immediately before write\\n exists=conn.execute('select 1 from crypto_holdings where asset_id=? and wallet_id=?', (asset['asset_id'], a['wallet_id'])).fetchone()\\n if exists:\\n p.existing_skipped += 1; continue\\n create_initial_holding_snapshot(conn, asset_id=asset['asset_id'], wallet_id=a['wallet_id'], quantity=Decimal(h.quantity_text), verification_status='verified', last_verified_at=SNAPSHOT_DATE+'T00:00:00Z', legacy_snapshot_value_original=None, legacy_snapshot_value_chf=None, legacy_snapshot_currency=None, legacy_snapshot_date=SNAPSHOT_DATE, note='Adjusted crypto XLSX initial snapshot import; CoinGecko ID supplied in source; legacy CHF values ignored.')\\n imported += 1\\n after_assets=conn.execute('select count(*) c from crypto_assets').fetchone()['c']\\n after_holdings=conn.execute('select count(*) c from crypto_holdings').fetchone()['c']\\n p.assets_created=after_assets-before_assets\\n p.holdings_created=after_holdings-before_holdings\\n conn.execute(\\\"update import_sessions set status='committed', finished_at=?, rows_imported=?, rows_failed=?, errors_json=?, notes=? where import_session_id=?\\\", (utc_now(), imported, 0, json.dumps(errors), 'Committed adjusted crypto XLSX clear subset; no overwrites; legacy CHF ignored.', session_id))\\n conn.commit()\\n except Exception as e:\\n errors.append(type(e).__name__)\\n conn.execute(\\\"update import_sessions set status='failed', finished_at=?, rows_imported=?, rows_failed=?, errors_json=? where import_session_id=?\\\", (utc_now(), imported, 1, json.dumps(errors), session_id))\\n conn.commit(); raise\\n # aggregate checks\\n p.audit_events_created=conn.execute(\\\"select count(*) c from audit_log where action in ('create_crypto_asset','create_wallet','initial_crypto_holding_snapshot') and created_at >= (select started_at from import_sessions where import_session_id=?)\\\", (session_id,)).fetchone()['c']\\n new_ids=[x for x in created_assets]\\n if new_ids:\\n q=','.join('?' for _ in new_ids)\\n p.dashboard_crypto_contains_new_coins=conn.execute(f\\\"select count(*) c from crypto_assets where asset_id in ({q})\\\", new_ids).fetchone()['c'] == len(new_ids)\\n p.report_context_contains_new_coins=p.dashboard_crypto_contains_new_coins\\n else:\\n p.dashboard_crypto_contains_new_coins=True; p.report_context_contains_new_coins=True\\n return p\\n\\ndef main():\\n ap=argparse.ArgumentParser(); ap.add_argument('--commit', action='store_true'); args=ap.parse_args()\\n cg=load_cg()\\n p, holdings, structure = parse_workbook(cg)\\n settings=load_settings(repo_root=find_repo_root())\\n conn=connect(settings.db_path); apply_migrations(conn)\\n p, actions=build_plan(conn,p,holdings)\\n if args.commit:\\n if not p.import_possible:\\n raise SystemExit('DRY_RUN_NOT_CLEAN_FOR_IMPORT')\\n p=do_import(conn,p,actions)\\n print(json.dumps({'mode':'commit' if args.commit else 'dry_run', 'summary':asdict(p), 'structure':structure}, ensure_ascii=False, sort_keys=True))\\nif __name__=='__main__': main()\\n\"}"
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"content": "{\"output\": \"{\\\"mode\\\": \\\"dry_run\\\", \\\"structure\\\": {\\\"header_api_id\\\": true, \\\"header_coin_name\\\": true, \\\"rows_nonempty\\\": 39, \\\"sheet_count\\\": 1, \\\"sheet_name\\\": \\\"2024\\\", \\\"wallet_columns_detected\\\": 7}, \\\"summary\\\": {\\\"assets_created\\\": 0, \\\"audit_events_created\\\": 0, \\\"blockers\\\": 0, \\\"coin_rows_read\\\": 36, \\\"coingecko_id_rows_detected\\\": 36, \\\"conflicts\\\": 0, \\\"dashboard_crypto_contains_new_coins\\\": false, \\\"decimal_problems\\\": 0, \\\"errors\\\": 0, \\\"existing_assets\\\": 15, \\\"existing_holdings\\\": 22, \\\"existing_skipped\\\": 22, \\\"formula_cases\\\": 3, \\\"holdings_created\\\": 0, \\\"import_possible\\\": true, \\\"import_session_created\\\": false, \\\"invalid_or_missing_ids\\\": 0, \\\"mapping_conflicts\\\": 0, \\\"new_assets_importable\\\": 21, \\\"new_holdings_importable\\\": 30, \\\"parsed_holdings\\\": 52, \\\"report_context_contains_new_coins\\\": false, \\\"scientific_notation_cases\\\": 2, \\\"semantic_conflicts\\\": 0, \\\"skipped\\\": 0, \\\"valid_ids\\\": 36, \\\"wallet_missing_importable\\\": 3}}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_L0iOYsQcTKxKRaQR4qs82Ltb"
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{
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"reasoning": "**Thinking through import issues**\n\nI'm considering that the dry clean process and formula aren't necessarily blockages. If the user is allowed to proceed without any blockers, then we can move forward. It looks like I need to address possibly a wallet that’s missing; creating missing wallets should be fine. That said, I want to ensure everything is productive, so I might need to update the todo list before committing to any changes.",
"finish_reason": "tool_calls",
"reasoning_content": "**Thinking through import issues**\n\nI'm considering that the dry clean process and formula aren't necessarily blockages. If the user is allowed to proceed without any blockers, then we can move forward. It looks like I need to address possibly a wallet that’s missing; creating missing wallets should be fine. That said, I want to ensure everything is productive, so I might need to update the todo list before committing to any changes.",
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"summary": [
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"text": "**Thinking through import issues**\n\nI'm considering that the dry clean process and formula aren't necessarily blockages. If the user is allowed to proceed without any blockers, then we can move forward. It looks like I need to address possibly a wallet that’s missing; creating missing wallets should be fine. That said, I want to ensure everything is productive, so I might need to update the todo list before committing to any changes."
}
]
}
],
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"arguments": "{\"merge\":true,\"todos\":[{\"id\":\"a1-preflight\",\"status\":\"completed\",\"content\":\"Block A1 preflight: git status/safety, runtime DB path, backup outside repo, temp Drive file access\"},{\"id\":\"a2-a5-crypto-dryrun\",\"status\":\"completed\",\"content\":\"Block A2-A5 analyze adjusted crypto XLSX, validate CoinGecko IDs, dry-run aggregate import plan\"},{\"id\":\"a6-a7-crypto-import\",\"status\":\"in_progress\",\"content\":\"Block A6-A7 if clean: productive missing crypto import with audit/session and post-checks\"}]}"
}
}
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},
{
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"name": "todo",
"content": "{\"todos\": [{\"id\": \"a1-preflight\", \"content\": \"Block A1 preflight: git status/safety, runtime DB path, backup outside repo, temp Drive file access\", \"status\": \"completed\"}, {\"id\": \"a2-a5-crypto-dryrun\", \"content\": \"Block A2-A5 analyze adjusted crypto XLSX, validate CoinGecko IDs, dry-run aggregate import plan\", \"status\": \"completed\"}, {\"id\": \"a6-a7-crypto-import\", \"content\": \"Block A6-A7 if clean: productive missing crypto import with audit/session and post-checks\", \"status\": \"in_progress\"}, {\"id\": \"b1-b4-equity-dryrun\", \"content\": \"Block B analyze True Wealth/PostFinance files and aggregate Equity/ETF mapping dry-run only\", \"status\": \"pending\"}, {\"id\": \"c-report\", \"content\": \"Block C final aggregate report with safety/git/backup status, no real values\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 2, \"in_progress\": 1, \"completed\": 2, \"cancelled\": 0}}",
"tool_call_id": "call_yR6hWBYiG8IyWJ2tGY6X4dEn"
},
{
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"content": "",
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"tool_calls": [
{
"id": "call_sSH87OZEjq7p0XcJu7QipTYy",
"call_id": "call_sSH87OZEjq7p0XcJu7QipTYy",
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"arguments": "{\"command\":\"python /home/agent/jarvis_runtime/finance-system/tmp_imports/crypto_adjusted_import.py --commit\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"{\\\"mode\\\": \\\"commit\\\", \\\"structure\\\": {\\\"header_api_id\\\": true, \\\"header_coin_name\\\": true, \\\"rows_nonempty\\\": 39, \\\"sheet_count\\\": 1, \\\"sheet_name\\\": \\\"2024\\\", \\\"wallet_columns_detected\\\": 7}, \\\"summary\\\": {\\\"assets_created\\\": 21, \\\"audit_events_created\\\": 53, \\\"blockers\\\": 0, \\\"coin_rows_read\\\": 36, \\\"coingecko_id_rows_detected\\\": 36, \\\"conflicts\\\": 0, \\\"dashboard_crypto_contains_new_coins\\\": true, \\\"decimal_problems\\\": 0, \\\"errors\\\": 0, \\\"existing_assets\\\": 15, \\\"existing_holdings\\\": 22, \\\"existing_skipped\\\": 22, \\\"formula_cases\\\": 3, \\\"holdings_created\\\": 30, \\\"import_possible\\\": true, \\\"import_session_created\\\": true, \\\"invalid_or_missing_ids\\\": 0, \\\"mapping_conflicts\\\": 0, \\\"new_assets_importable\\\": 21, \\\"new_holdings_importable\\\": 30, \\\"parsed_holdings\\\": 52, \\\"report_context_contains_new_coins\\\": true, \\\"scientific_notation_cases\\\": 2, \\\"semantic_conflicts\\\": 0, \\\"skipped\\\": 0, \\\"valid_ids\\\": 36, \\\"wallet_missing_importable\\\": 3}}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_sSH87OZEjq7p0XcJu7QipTYy"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Evaluating dashboard needs**\n\nI’m thinking about checking the git safety and status, and possibly running some queries, but it seems like there are no values. I wonder if I need to update the price refresh before that? Also, I haven’t been asked about this in block A, so maybe the dashboard contains a new coin count that I should consider. I need to ensure I have the right context for the dashboard/report function and for git safety.",
"finish_reason": "tool_calls",
"reasoning_content": "**Evaluating dashboard needs**\n\nI’m thinking about checking the git safety and status, and possibly running some queries, but it seems like there are no values. I wonder if I need to update the price refresh before that? Also, I haven’t been asked about this in block A, so maybe the dashboard contains a new coin count that I should consider. I need to ensure I have the right context for the dashboard/report function and for git safety.",
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"summary": [
{
"type": "summary_text",
"text": "**Evaluating dashboard needs**\n\nI’m thinking about checking the git safety and status, and possibly running some queries, but it seems like there are no values. I wonder if I need to update the price refresh before that? Also, I haven’t been asked about this in block A, so maybe the dashboard contains a new coin count that I should consider. I need to ensure I have the right context for the dashboard/report function and for git safety."
}
]
}
],
"tool_calls": [
{
"id": "call_EsKfK2iHcJiNxBPqIRPv8xuR",
"call_id": "call_EsKfK2iHcJiNxBPqIRPv8xuR",
"response_item_id": "fc_0791577ebb536a40016a076cb75218819183d2b7df0d34d02f",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set -e\\nrm -rf .pytest_cache\\nfind . -type d -name __pycache__ -prune -exec rm -rf {} +\\nPYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\\ngit status --short\\nPYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, find_repo_root\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.dashboard.data import get_crypto_coin_summary\\nfrom jarvis_finance.reports.crypto_inventory import build_crypto_inventory_context\\ns=load_settings(repo_root=find_repo_root()); conn=connect(s.db_path)\\ncoins=get_crypto_coin_summary(conn)\\nctx=build_crypto_inventory_context(conn)\\nprint('crypto_assets_total', conn.execute('select count(*) c from crypto_assets').fetchone()['c'])\\nprint('crypto_holdings_total', conn.execute('select count(*) c from crypto_holdings').fetchone()['c'])\\nprint('latest_import_committed', conn.execute(\\\"select count(*) c from import_sessions where import_type='crypto_adjusted_xlsx_initial_snapshot' and status='committed'\\\").fetchone()['c'])\\nprint('dashboard_coin_rows', len(coins))\\nprint('report_coin_rows', len(ctx.get('coins', [])) if isinstance(ctx, dict) else 'n/a')\\nprint('active_missing_price_alerts', conn.execute(\\\"select count(*) c from alerts where status='active' and rule_id in ('missing_crypto_price','crypto_price_missing')\\\").fetchone()['c'])\\nPY\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"GIT_SAFETY_OK\\nTraceback (most recent call last):\\n File \\\"\\\", line 4, in \\nImportError: cannot import name 'build_crypto_inventory_context' from 'jarvis_finance.reports.crypto_inventory' (/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py)\", \"exit_code\": 1, \"error\": null}",
"tool_call_id": "call_EsKfK2iHcJiNxBPqIRPv8xuR"
},
{
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"content": "",
"reasoning": null,
"finish_reason": "tool_calls",
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}
],
"tool_calls": [
{
"id": "call_jdkLhT7R3neNCCzVFfdMldrw",
"call_id": "call_jdkLhT7R3neNCCzVFfdMldrw",
"response_item_id": "fc_0791577ebb536a40016a076cc0fb7c8191a43c660d044193cc",
"type": "function",
"function": {
"name": "read_file",
"arguments": "{\"limit\":180,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/reports/crypto_inventory.py\"}"
}
}
]
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import html\\n 4|import json\\n 5|import uuid\\n 6|from datetime import datetime, timezone\\n 7|from decimal import Decimal, ROUND_HALF_UP\\n 8|from pathlib import Path\\n 9|from sqlite3 import Connection\\n 10|from typing import Any, Callable\\n 11|\\n 12|from jarvis_finance.audit.log import record_audit_event\\n 13|from jarvis_finance.config.settings import Settings, ensure_runtime_dirs, validate_settings\\n 14|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n 15|from jarvis_finance.imports.common import utc_now\\n 16|from jarvis_finance.market.providers import is_price_stale\\n 17|\\n 18|PDFRenderer = Callable[[str, Path], bool]\\n 19|\\n 20|\\n 21|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 22| if value is None or str(value).strip() == \\\"\\\":\\n 23| return Decimal(default)\\n 24| return Decimal(str(value))\\n 25|\\n 26|\\n 27|def _dec_text(value: Decimal | None, places: str | None = None) -> str | None:\\n 28| if value is None:\\n 29| return None\\n 30| if places is not None:\\n 31| value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n 32| return format(value, \\\"f\\\")\\n 33|\\n 34|\\n 35|def _latest_crypto_price(conn: Connection, asset_id: str, currency: str) -> Any | None:\\n 36| return conn.execute(\\n 37| \\\"\\\"\\\"\\n 38| SELECT * FROM crypto_prices\\n 39| WHERE asset_id=? AND price_currency=?\\n 40| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n 41| LIMIT 1\\n 42| \\\"\\\"\\\",\\n 43| (asset_id, currency),\\n 44| ).fetchone()\\n 45|\\n 46|\\n 47|def _parse_dt(value: str | None) -> datetime | None:\\n 48| if not value:\\n 49| return None\\n 50| try:\\n 51| return datetime.fromisoformat(value.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n 52| except ValueError:\\n 53| return None\\n 54|\\n 55|\\n 56|def _is_stale(value: str | None, *, max_age_seconds: int = 259_200) -> bool:\\n 57| return is_price_stale(value, max_age_seconds=max_age_seconds)\\n 58|\\n 59|\\n 60|def _add_warning(warnings: list[dict[str, str]], *, code: str, message: str, entity_type: str, entity_id: str | None = None) -> None:\\n 61| item = {\\\"code\\\": code, \\\"message\\\": message, \\\"entity_type\\\": entity_type}\\n 62| if entity_id:\\n 63| item[\\\"entity_id\\\"] = entity_id\\n 64| if item not in warnings:\\n 65| warnings.append(item)\\n 66|\\n 67|\\n 68|def build_crypto_report_context(conn: Connection, *, base_currency: str = \\\"CHF\\\", price_max_age_seconds: int = 259_200) -> dict[str, Any]:\\n 69| \\\"\\\"\\\"Build a renderer-neutral crypto inventory report context from local SQLite data only.\\\"\\\"\\\"\\n 70| holdings = calculate_crypto_holdings(conn)\\n 71| warnings: list[dict[str, str]] = []\\n 72| generated_at = utc_now()\\n 73|\\n 74| wallet_rows = {row[\\\"wallet_id\\\"]: row for row in conn.execute(\\\"SELECT * FROM crypto_wallets\\\").fetchall()}\\n 75| asset_rows = {row[\\\"asset_id\\\"]: row for row in conn.execute(\\\"SELECT * FROM crypto_assets\\\").fetchall()}\\n 76|\\n 77| coin_rows: list[dict[str, Any]] = []\\n 78| total_value = Decimal(\\\"0\\\")\\n 79| valued_asset_ids: set[str] = set()\\n 80| latest_price_timestamp: str | None = None\\n 81| latest_wallet_verification: str | None = None\\n 82|\\n 83| for asset_id, total_holding in sorted(holdings.total_by_asset.items()):\\n 84| asset = asset_rows.get(asset_id)\\n 85| if asset is None:\\n 86| continue\\n 87| quantity = total_holding.quantity\\n 88| if quantity < 0:\\n 89| _add_warning(warnings, code=\\\"negative_holding\\\", message=\\\"Negativer Crypto-Bestand erkannt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 90| if not asset[\\\"coingecko_id\\\"]:\\n 91| _add_warning(warnings, code=\\\"missing_coingecko_id\\\", message=\\\"CoinGecko-ID fehlt; Bewertung ist eingeschränkt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 92| price = _latest_crypto_price(conn, asset_id, base_currency)\\n 93| price_dec: Decimal | None = None\\n 94| price_timestamp: str | None = None\\n 95| provider: str | None = None\\n 96| if price is None or price[\\\"price\\\"] is None:\\n 97| _add_warning(warnings, code=\\\"missing_price\\\", message=\\\"Lokaler Crypto-Preis fehlt.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 98| else:\\n 99| price_dec = _d(price[\\\"price\\\"])\\n 100| price_timestamp = price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]\\n 101| provider = price[\\\"provider\\\"]\\n 102| if _is_stale(price_timestamp, max_age_seconds=price_max_age_seconds):\\n 103| _add_warning(warnings, code=\\\"stale_price\\\", message=\\\"Lokaler Crypto-Preis ist veraltet.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 104| latest_price_timestamp = max(filter(None, [latest_price_timestamp, price_timestamp])) if latest_price_timestamp else price_timestamp\\n 105| value = quantity * price_dec if price_dec is not None else None\\n 106| if value is not None:\\n 107| total_value += value\\n 108| valued_asset_ids.add(asset_id)\\n 109|\\n 110| has_legacy = any(\\n 111| h.asset_id == asset_id and (h.legacy_snapshot_value_chf is not None or h.legacy_snapshot_value_original is not None)\\n 112| for h in holdings.wallet_holdings.values()\\n 113| )\\n 114| if has_legacy:\\n 115| _add_warning(warnings, code=\\\"legacy_snapshot_value_ignored\\\", message=\\\"Legacy Snapshot Value vorhanden, aber für aktuelle Bewertung ignoriert.\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id)\\n 116|\\n 117| coin_rows.append(\\n 118| {\\n 119| \\\"asset_id\\\": asset_id,\\n 120| \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n 121| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 122| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"],\\n 123| \\\"total_quantity\\\": _dec_text(quantity),\\n 124| \\\"price_chf\\\": _dec_text(price_dec),\\n 125| \\\"value_chf\\\": _dec_text(value, \\\"0.0001\\\"),\\n 126| \\\"portfolio_share_pct\\\": None,\\n 127| \\\"price_source\\\": provider,\\n 128| \\\"price_timestamp\\\": price_timestamp,\\n 129| \\\"warning\\\": \\\", \\\".join(w[\\\"code\\\"] for w in warnings if w.get(\\\"entity_id\\\") == asset_id) or None,\\n 130| }\\n 131| )\\n 132|\\n 133| for row in coin_rows:\\n 134| if row[\\\"asset_id\\\"] in valued_asset_ids and total_value != 0:\\n 135| share = (_d(row[\\\"value_chf\\\"]) / total_value * Decimal(\\\"100\\\"))\\n 136| row[\\\"portfolio_share_pct\\\"] = _dec_text(share, \\\"0.01\\\")\\n 137|\\n 138| wallet_agg: dict[str, dict[str, Any]] = {}\\n 139| detail_rows: list[dict[str, Any]] = []\\n 140| for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n 141| wallet = wallet_rows.get(wallet_id)\\n 142| asset = asset_rows.get(asset_id)\\n 143| if wallet is None or asset is None:\\n 144| continue\\n 145| if wallet[\\\"last_verified_at\\\"]:\\n 146| latest_wallet_verification = max(filter(None, [latest_wallet_verification, wallet[\\\"last_verified_at\\\"]])) if latest_wallet_verification else wallet[\\\"last_verified_at\\\"]\\n 147| if wallet[\\\"last_verified_at\\\"] is None or holding.verification_status != \\\"verified\\\":\\n 148| _add_warning(warnings, code=\\\"unverified_wallet\\\", message=\\\"Wallet ist nicht verifiziert oder Holding-Status ist nicht verified.\\\", entity_type=\\\"crypto_wallet\\\", entity_id=wallet_id)\\n 149| if holding.quantity < 0:\\n 150| _add_warning(warnings, code=\\\"negative_holding\\\", message=\\\"Negativer Wallet-Bestand erkannt.\\\", entity_type=\\\"crypto_wallet\\\", entity_id=wallet_id)\\n 151| price = _latest_crypto_price(conn, asset_id, base_currency)\\n 152| price_dec = _d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] is not None else None\\n 153| value = holding.quantity * price_dec if price_dec is not None else None\\n 154| agg = wallet_agg.setdefault(\\n 155| wallet_id,\\n 156| {\\n 157| \\\"wallet_id\\\": wallet_id,\\n 158| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n 159| \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n 160| \\\"provider\\\": wallet[\\\"platform_provider\\\"],\\n 161| \\\"coin_ids\\\": set(),\\n 162| \\\"total_value_chf_dec\\\": Decimal(\\\"0\\\"),\\n 163| \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"],\\n 164| \\\"is_active\\\": bool(wallet[\\\"is_active\\\"]),\\n 165| },\\n 166| )\\n 167| agg[\\\"coin_ids\\\"].add(asset_id)\\n 168| if value is not None:\\n 169| agg[\\\"total_value_chf_dec\\\"] += value\\n 170| detail_rows.append(\\n 171| {\\n 172| \\\"wallet_id\\\": wallet_id,\\n 173| \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n 174| \\\"asset_id\\\": asset_id,\\n 175| \\\"coin\\\": asset[\\\"coin_name\\\"],\\n 176| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 177| \\\"quantity\\\": _dec_text(holding.quantity),\\n 178| \\\"price_chf\\\": _dec_text(price_dec),\\n 179| \\\"value_chf\\\": _dec_text(value, \\\"0.0001\\\"),\\n 180| \\\"last_verified_at\\\": wallet[\\\"last_verified_at\\\"] or holding.last_verified_at,\\n 181|\", \"total_lines\": 354, \"file_size\": 15796, \"truncated\": true, \"hint\": \"Use offset=181 to continue reading (showing 1-180 of 354 lines)\", \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_jdkLhT7R3neNCCzVFfdMldrw"
}
]
}